Henry A True Tr

John K Bartram

Marion, OH
Tax-exempt since Jan. 1967
EIN: 31-0679235

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$241k (2024)

Expenses

$197k (2024)

Total Assets

$3.62M (2024)

Total Liabilities

$43.6k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$240,706

Expenses

$196,666

Net Income

$44,040

Net Assets

$3,572,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,443	16.0%
Dividends	$58,313	24.2%
Sales of Assets	$138,837	57.7%
Other Income	-$1,747

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,018	80.3%
Compensation of Officers*	$21,870	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,616,534
Total Liabilities	$43,600
Net Assets	$3,572,934

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$7,290	$0
Dean L Jacob (Trustee)	$7,290	$0
Jana L Bartram (Trustee)	$7,290	$0

990-PF

Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$184,350

Expenses

$188,569

Net Income

-$4,219

Net Assets

$3,528,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,635	17.7%
Dividends	$51,626	28.0%
Sales of Assets	$97,780	53.0%
Other Income	-$3,051

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,528	87.3%
Compensation of Officers*	$19,014	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,563,385
Total Liabilities	$34,491
Net Assets	$3,528,894

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,338	$0
Dean L Jacob (Trustee)	$6,338	$0
Jana L Bartram (Trustee)	$6,338	$0

990-PF

Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$69,511

Expenses

$186,360

Net Income

-$116,849

Net Assets

$3,533,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,954	35.9%
Dividends	$49,005	70.5%
Sales of Assets	-$342
Other Income	-$4,466

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,422	86.1%
Compensation of Officers*	$18,192	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,566,782
Total Liabilities	$33,669
Net Assets	$3,533,113

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,064	$0
Dean Jacobs (Trustee)	$6,064	$0
Jana L Bartram (Trustee)	$6,064	$0

990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$313,918

Expenses

$203,800

Net Income

$110,118

Net Assets

$3,649,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,939	8.3%
Dividends	$54,279	17.3%
Sales of Assets	$236,230	75.3%
Other Income	-$4,540

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,179	85.0%
Compensation of Officers*	$19,266	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,685,625
Total Liabilities	$35,663
Net Assets	$3,649,962

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,422	$0
Dean Jacobs (Trustee)	$6,422	$0
Jana L Bartram (Trustee)	$6,422	$0
Joe Donithen (Trustee)	$0	$0

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990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$177,525

Expenses

$191,465

Net Income

-$13,940

Net Assets

$3,539,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,114	17.0%
Dividends	$38,688	21.8%
Sales of Assets	$108,497	61.1%
Other Income	-$2,134

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,123	89.9%
Compensation of Officers*	$19,695	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,576,301
Total Liabilities	$36,457
Net Assets	$3,539,844

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,565	$0
Joe D Donithen (Trustee)	$6,565	$0
Jana L Bartram (Trustee)	$6,565	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$255,066

Expenses

$202,076

Net Income

$52,990

Net Assets

$3,553,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.0%
Interest Revenue	$25,622	10.0%
Dividends	$47,410	18.6%
Sales of Assets	$175,658	68.9%
Other Income	-$484

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,221	88.7%
Compensation of Officers*	$20,225	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,591,201
Total Liabilities	$37,417
Net Assets	$3,553,784

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,742	$0
Joe D Donithen (Trustee)	$6,742	$0
Jana L Bartram (Trustee)	$6,741	$0

990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$222,565

Expenses

$209,109

Net Income

$13,456

Net Assets

$3,500,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,991	12.6%
Dividends	$48,478	21.8%
Sales of Assets	$143,186	64.3%
Other Income	-$3,450

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,785	85.0%
Compensation of Officers*	$19,751	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,537,324
Total Liabilities	$36,530
Net Assets	$3,500,794

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,584	$0
Joe D Donithen (Trustee)	$6,584	$0
Jana L Bartram (Trustee)	$6,583	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$148,528

Expenses

$178,862

Net Income

-$30,334

Net Assets

$3,487,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,146	18.3%
Dividends	$44,706	30.1%
Sales of Assets	$73,627	49.6%
Other Income	-$3,311

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,209	90.7%
Compensation of Officers*	$17,685	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,519,945
Total Liabilities	$32,607
Net Assets	$3,487,338

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$5,895	$0
Joe D Donithen (Trustee)	$5,895	$0
Jana L Bartram (Trustee)	$5,895	$0

990-PF

Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$108,884

Expenses

$200,608

Net Income

-$91,724

Net Assets

$3,520,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,158	24.9%
Dividends	$41,276	37.9%
Sales of Assets	$35,803	32.9%
Other Income	$1,187	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,879	87.7%
Compensation of Officers*	$20,337	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,557,840
Total Liabilities	$37,579
Net Assets	$3,520,261

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,779	$0
Joe D Donithen (Trustee)	$6,779	$0
Jana L Bartram (Trustee)	$6,779	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$352,452

Expenses

$197,792

Net Income

$154,660

Net Assets

$3,612,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,251	6.3%
Dividends	$40,888	11.6%
Sales of Assets	$288,312	81.8%
Other Income	$641	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,798	86.9%
Compensation of Officers*	$20,463	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,649,884
Total Liabilities	$37,769
Net Assets	$3,612,115

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$6,821	$0
Joe D Donithen (Trustee)	$6,821	$0
Jana L Bartram (Trustee)	$6,821	$0

990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$218,729

Expenses

$215,763

Net Income

$2,966

Net Assets

$3,459,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,276	11.1%
Dividends	$32,230	14.7%
Sales of Assets	$161,653	73.9%
Other Income	$210	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,354	84.1%
Compensation of Officers*	$21,294	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,498,365
Total Liabilities	$39,211
Net Assets	$3,459,154

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$7,098	$0
Joe D Donithen (Trustee)	$7,098	$0
Jana L Bartram (Trustee)	$7,098	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$146,047

Expenses

$188,465

Net Income

-$42,418

Net Assets

$3,456,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,749	15.6%
Dividends	$25,602	17.5%
Sales of Assets	$97,151	66.5%
Other Income	$185	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,784	87.4%
Compensation of Officers*	$17,610	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,488,474
Total Liabilities	$32,286
Net Assets	$3,456,188

Compensation

Key Employees and Officers	Compensation	Other
John C Bartram (Trustee)	$5,870	$0
Joe D Donithen (Trustee)	$5,870	$0
Jana L Bartram (Trustee)	$5,870	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$128,696

Expenses

$184,987

Net Income

-$56,291

Net Assets

$3,498,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,524	28.4%
Dividends	$35,002	27.2%
Sales of Assets	$56,810	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,478	87.8%
Compensation of Officers*	$16,146	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,528,411
Total Liabilities	$29,805
Net Assets	$3,498,606

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$96,833

Expenses

$194,939

Net Income

-$98,106

Net Assets

$3,554,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52,364	54.1%
Dividends	$20,759	21.4%
Sales of Assets	$23,350	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,290	99.7%
Compensation of Officers*	$16,545	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,585,500
Total Liabilities	$30,603
Net Assets	$3,554,897

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Henry A True Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $241k (2024)

Expenses $197k (2024)

Total Assets $3.62M (2024)

Total Liabilities $43.6k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$241k (2024)

Expenses

$197k (2024)

Total Assets

$3.62M (2024)

Total Liabilities

$43.6k (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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2009

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