Henry a True Trust
Henry a True Trust is a private foundation, based in MARION, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 26 grants totaling $90K. Net investment income was $214K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+1.5% YoY
Annual Giving
$90K
+9.8% YoY
Grant Count
26
+4.0% YoY
Avg Grant Size
$3K
+5.5% YoY
Under IRS private-foundation payout rules, Henry a True Trust reported a distributable amount of $174K for 2024 — the minimum it must pay out in qualifying distributions.
About Henry a True Trust
Based on IRS filings
Henry a True Trust is a private foundation, based in MARION, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 26 grants totaling $90K. Net investment income was $214K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,616,534 | $3,563,385 | $3,566,782 |
| Revenue | $240,706 | $184,350 | $69,511 |
| Expenses | $196,666 | $188,569 | $186,360 |
| Qualifying Distributions | $158,018 | $164,528 | $160,422 |
| Net Investment Income | $214,007 | $159,791 | $47,479 |
| Distributable Amount | $173,774 | $160,853 | $174,419 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
127 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Marion Community Foundation ($10,000), 1st Presbyterian Church ($9,000), Stengel-true Museum ($8,750).
| Recipient | Purpose | Amount |
|---|---|---|
| 1ST PRESBYTERIAN CHURCH MARION, OH | CHARITABLE | $9,000 |
| BUCKEYE RIDGE HABITAT FOR HUMANITY MARION, OH | CHARITABLE | $3,000 |
| CENTS FOR SHOES MARION, OH | CHARITABLE | $5,000 |
| CHURCH OF THE BRETHREN MARION, OH | CHARITABLE | $500 |
| EMANUEL LUTHERAN CHURCH MARION, OH | CHARITABLE | $500 |
| HARDING BAND ORCHESTRA MARION, OH | CHARITABLE | $500 |
| LEE STREET PRESBYTERIAN C MARION, OH | CHARITABLE | $4,500 |
| MARION CITY PTA SHOE CL MARION, OH | CHARITABLE | $5,500 |
| MARION COMMUNITY FOUNDATION MARION, OH | CHARITABLE | $10,000 |
| MARION CONCERT BAND LARUE, OH | CHARITABLE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN C BARTRAM | TRUSTEE | — | $7,290 |
| DEAN L JACOB | TRUSTEE | — | $7,290 |
| JANA L BARTRAM | TRUSTEE | — | $7,290 |
Frequently Asked Questions
How large is Henry a True Trust?
As of 2024, Henry a True Trust holds $3.6M in total assets with $241K in annual revenue. It awarded 26 grants totaling $90K in 2024.
Where does Henry a True Trust operate?
Henry a True Trust has awarded grants in Ohio.
What size grants does Henry a True Trust award?
In 2024, Henry a True Trust awarded 26 grants totaling $90K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Henry a True Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry a True Trust reported a distributable amount of $174K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Henry a True Trust's EIN?
Henry a True Trust's EIN (Employer Identification Number) is 31-0679235. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Henry a True Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.