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Nonprofit · EIN 31-0679235

HENRY A TRUE TR

Also known as JOHN K BARTRAM

Tax-exempt · MARION, OH 43302

Financials

$184K$189K2023$241K$197K2024$365K$228K2025
Revenue Expenses · by fiscal year end
Financials of HENRY A TRUE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$364,690$227,976$136,714$3,764,354$54,706$3,709,648
December 31, 2024990-PF$240,706$196,666$44,040$3,616,534$43,600$3,572,934
December 31, 2023990-PF$184,350$188,569-$4,219$3,563,385$34,491$3,528,894
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$61,174
Interest
$44,982
Net rental income
$4,480
Net gain from sales of assets
$253,052
Other income
$1,002

Expenses

Grants and similar amounts paid
$110,000
Compensation of officers, directors and key employees
$27,507
Disbursements for charitable purposes
$188,302
Excise tax on investment income
$4,725

Balance sheet and other

Total assets, start of year
$3,616,534
Total assets, end of year
$3,764,354
Total liabilities, end of year
$54,706
Net assets, end of year
$3,709,648
Fair market value of assets
$4,323,880
Qualifying distributions
$188,302
Net investment income
$364,690

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN C BARTRAM
2229 FEATHER LANE, MARION, OH 43302
TRUSTEE0$9,169
DEAN L JACOB
1138 BROOKPARK ROAD, MARION, OH 43302
TRUSTEE0$9,169
JANA L BARTRAM
FEATHER LANE, MARION, OH 43302
TRUSTEE0$9,169
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN C BARTRAM
2229 FEATHER LANE, MARION, OH 43302
TRUSTEE0$7,290
DEAN L JACOB
1138 BROOKPARK ROAD, MARION, OH 43302
TRUSTEE0$7,290
JANA L BARTRAM
FEATHER LANE, MARION, OH 43302
TRUSTEE0$7,290
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN C BARTRAM
2229 FEATHER LANE, MARION, OH 43302
TRUSTEE0$6,338
DEAN L JACOB
1138 BROOKPARK ROAD, MARION, OH 43302
TRUSTEE0$6,338
JANA L BARTRAM
FEATHER LANE, MARION, OH 43302
TRUSTEE0$6,338

Address and contacts

Address (IRS master file)
1138 BROOKPARK RD, MARION, OH 43302-6818
Signed the 990-PF
DEAN L JACOB, TRUSTEE
Phone
(740) 360-7402
Return prepared by
HOLBROOK & MANTER INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-0679235
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1967
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,764,354
Income (IRS master file)
$1,262,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$364,690$227,976$3,764,354IRS
990-PFDecember 2024$240,706$196,666$3,616,534IRS
990-PFDecember 2023$184,350$188,569$3,563,385XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0679235).

Questions about HENRY A TRUE TR

What is the EIN of HENRY A TRUE TR?
The employer identification number (EIN) of HENRY A TRUE TR is 31-0679235.
Is HENRY A TRUE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to HENRY A TRUE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HENRY A TRUE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY A TRUE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HENRY A TRUE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HENRY A TRUE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $9,169 (JOHN C BARTRAM, TRUSTEE).
How much revenue does HENRY A TRUE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $364,690, expenses of $227,976 and total assets of $3,764,354 at year end.

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