Nonprofit · EIN 31-0679235
HENRY A TRUE TR
Also known as JOHN K BARTRAM
Tax-exempt · MARION, OH 43302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $364,690 | $227,976 | $136,714 | $3,764,354 | $54,706 | $3,709,648 |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C BARTRAM 2229 FEATHER LANE, MARION, OH 43302 | TRUSTEE | 0 | $9,169 |
| DEAN L JACOB 1138 BROOKPARK ROAD, MARION, OH 43302 | TRUSTEE | 0 | $9,169 |
| JANA L BARTRAM FEATHER LANE, MARION, OH 43302 | TRUSTEE | 0 | $9,169 |
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $184,350 | $188,569 | $3,563,385 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
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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