Henry a True Trust
Henry a True Trust is a private foundation based in Marion, Ohio. It reports maintaining a museum and carrying out other charitable activities, and its 2025 filing lists grants to charitable, cultural, civic, and religious organizations.
Henry a True Trust at a glance
In short: Henry a True Trust gave $110K across 26 grants in 2025 (avg $4K), mostly in Ohio. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $110,000
- +22.2% vs 2024
- Grants made (2025)
- 26
- +0.0% vs 2024
- Average grant
- $4,231
- +22.2% vs 2024
- Median grant
- $3,250
- Total assets
- $3,764,354
- +4.1% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 26, 2025)
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Henry a True Trust
- How to Apply
-
Contact Dean L Jacob with a letter describing the grant’s purpose and intended use. The trust does not restrict giving to preselected organizations.
- Contact
Application contact: Dean L Jacob
Mailing address: 1138 Brookpark Road, Marion, OH 43302
Phone: (740) 360-7402
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Henry a True Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Marion Community Foundation ($15K). Together the top 10 received $81K.
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 127 grants of 127 (100%).
Geographic Focus
Where this funder awards grants
The trust states a geographic limitation to the Marion area. All grant dollars reported for 2025 went to recipients in Ohio.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
Is Henry a True Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 26 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $82K (2023) to $110K (2025). In 2025 it made 26 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marion Community Foundation Marion, OH | Charitable | $15,000 |
| 1ST Presbyterian Church Marion, OH | Charitable | $10,000 |
| Palace Cultural Arts Asso Marion, OH | Charitable | $10,000 |
| Stengel-True Museum Marion, OH | Charitable | $10,000 |
| Marion Junior Service GUI Marion, OH | Charitable | $8,500 |
| Cents for Shoes Marion, OH | Charitable | $6,000 |
| Marion City PTA Shoe CL Marion, OH | Charitable | $6,000 |
| United Way of Marion County Marion, OH | Charitable | $5,500 |
| Lee Street Presbyterian C Marion, OH | Charitable | $5,000 |
| Ohio History Connection Columbus, OH | Charitable | $5,000 |
Ready to take the next step with Henry a True Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,764,354 | $364,690 | $227,976 | $110,000 | 26 | $188,302 | $339,927 | $184,760 |
| 2024 | $3,616,534 | $240,706 | $196,666 | $90,000 | 26 | $158,018 | $214,007 | $173,774 |
| 2023 | $3,563,385 | $184,350 | $188,569 | $82,000 | 25 | $164,528 | $159,791 | $160,853 |
| 2022 | $3,566,782 | $69,511 | $186,360 | $87,000 | 25 | $160,422 | $47,479 | $174,419 |
| 2021 | $3,685,625 | $313,918 | $203,800 | $100,000 | 25 | $173,179 | $284,726 | $184,032 |
| 2020 | $3,576,301 | $177,525 | $191,465 | $100,000 | 26 | — | $159,953 | $168,227 |
Under IRS private-foundation payout rules, Henry a True Trust reported a distributable amount of $185K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust describes its direct charitable activity as “maintaining museum and all other charitable activities.” Its 2025 grants included support for the Marion Community Foundation, churches, cultural organizations, and community-service organizations.
Grantees’ own descriptions illustrate the types of organizations supported. Marion Community Foundation says its mission is to improve the Marion area through philanthropy, leadership, and civic engagement. Buckeye Ridge Habitat for Humanity says it brings people together to build homes, communities, and hope. These are the grantees’ stated missions, not the trust’s.
Grantmaking
In filing year 2025, the trust reported 26 grants totaling $110,000. Grant amounts ranged from $500 to $15,000, with a median of $3,250. The largest grants included $15,000 to Marion Community Foundation; $10,000 each to 1st Presbyterian Church, Palace Cultural Arts Association, and Stengel-True Museum; and $8,500 to Marion Junior Service Guild.
The trust’s filing says giving is not restricted to preselected organizations. Requests should be submitted in letter form and provide specific details about the grant’s purpose and intended use. The stated restriction is geographic: the Marion area.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John C Bartram, Dean L Jacob, and Jana L Bartram as trustees.
Henry a True Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jana L. Bartram
Trustee
On filings since 2020
$7K (2020) → $9K (2025)
John C. Bartram
Trustee
On filings since 2020
$7K (2020) → $9K (2025)
Dean L. Jacob
Trustee
On filings since 2021
$6K (2021) → $9K (2025)
Former officers (1)
- Former: Joe D. Donithen (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to John C Bartram (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Henry a True Trust
How much does Henry a True Trust give each year?
Henry a True Trust gave $110K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 26 grants.
What is Henry a True Trust's typical grant size?
Henry a True Trust's median grant in 2025 was $3,250, and its average grant was $4,231, across 26 grants on its 2025 IRS Form 990-PF.
Where does Henry a True Trust give grants?
Henry a True Trust gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Marion, OH (24 grants).
Does Henry a True Trust give general operating support?
Not in 2025: none of the 26 grants with a stated purpose on Henry a True Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (26 grants).
Who are Henry a True Trust's largest grantees?
Henry a True Trust's largest 2025 grantees include Marion Community Foundation ($15,000), 1ST Presbyterian Church ($10,000) and Palace Cultural Arts Asso ($10,000), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is Henry a True Trust?
Henry a True Trust reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $188K in qualifying distributions that year, against a required minimum of $185K (roughly 5% of its investment assets).
What does Henry a True Trust fund?
The trust describes its direct charitable activity as “maintaining museum and all other charitable activities.” Its 2025 grants included support for the Marion Community Foundation, churches, cultural organizations, and community-service organizations. See mission & focus areas ↑
How do I apply for a grant from Henry a True Trust?
Contact Dean L Jacob with a letter describing the grant’s purpose and intended use. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Henry a True Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/henry-a-true-trust-morg_8ce67f9ac146420287dcd7245f7eba00
BibTeX
@misc{grantable_310679235_2026,
author = {{Grantable}},
title = {{Henry a True Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/henry-a-true-trust-morg_8ce67f9ac146420287dcd7245f7eba00},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Henry a True Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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