True North Foundation (FKA Stertzer Family Charitable Fnd)

Private foundation · Grantmaker Hilton Head, SC EIN: 31-1576310

True North Foundation (FKA Stertzer Family Charitable Fnd) is a private foundation, based in Hilton Head, SC. IRS filing data is available from 2019 through 2021. In 2021, it awarded 2 grants totaling $5K. Net investment income was $154K.

Key facts about True North Foundation (FKA Stertzer Family Charitable Fnd)

In short: True North Foundation (FKA Stertzer Family Charitable Fnd) gave $5K across 2 grants in 2021 (avg $3K), mostly in South Carolina. Source: 2021 IRS Form 990-PF.

EIN
31-1576310
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$5,225
Grants made (2021)
2
Average grant
$2,613
Median grant
$2,613
Primary geography
South Carolina (100% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated September 2026.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$5K

-94.1% YoY

Grant Count

2

-71.4% YoY

Avg Grant Size

$3K

-79.2% YoY

Under IRS private-foundation payout rules, True North Foundation (FKA Stertzer Family Charitable Fnd) reported a distributable amount of $4K for 2021 — the minimum it must pay out in qualifying distributions.

How True North Foundation (FKA Stertzer Family Charitable Fnd) gives

  • In 2021 it paid out 146% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2021 grant dollars across all 2 itemized grants.

Cities

Hilton Head IslandColorado SpringsGahannaKansas CityColumbusDallasGreenvilleLincolnOrlandoTucson

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K10 grants2019 7 grants2020 2 grants2021

From 2019 to 2021, annual grant giving ranged from $5K (2021) to $88K (2020). In 2021 it made 2 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2021

Boys & Girls Clubs of the Lowcountry: $5KBoys & Girls Clubs of theLowcountry$5KChristian Heritage Breakfast: $225Christian Heritage Breakfast$225

The largest 2021 recipient was Boys & Girls Clubs of the Lowcountry ($5K). Together the top 2 received $5K.

Grant Size Distribution

19 grants across all recorded years

18<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 19 (95%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Boys & Girls Clubs of the Lowcountry Hilton Head Island, SCCommunity$5,000
Christian Heritage Breakfast Hilton Head Island, SCReligious$225

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021
Metric202120202019
Total Assets—$202,269$256,100
Revenue$156,559$43,221$40,689
Expenses$7,341$97,052$81,041
Qualifying Distributions$5,225——
Net Investment Income$154,443$34,169$31,662
Distributable Amount$3,567$16,602$18,260

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 6, 2020)
  2. IRS filings on file for fiscal years 2019–2021

Leadership & Key People

Officers and directors from IRS filings

True North Foundation (FKA Stertzer Family Charitable Fnd)'s 2021 filing lists 3 officers; none of the 3 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Brian R. Stertzer

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Carol W. Stertzer

    Trustee

    On filings since 2019

    No compensation reported

  • Robert E. Warwick

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about True North Foundation (FKA Stertzer Family Charitable Fnd)

How much does True North Foundation (FKA Stertzer Family Charitable Fnd) give each year?

True North Foundation (FKA Stertzer Family Charitable Fnd) gave $5K across 2 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $88K across 7 grants.

Where does True North Foundation (FKA Stertzer Family Charitable Fnd) operate?

True North Foundation (FKA Stertzer Family Charitable Fnd) has awarded grants in Arizona, Colorado, Florida, Missouri, Nebraska, Ohio, South Carolina, Texas.

How much is True North Foundation (FKA Stertzer Family Charitable Fnd) required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, True North Foundation (FKA Stertzer Family Charitable Fnd) reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is True North Foundation (FKA Stertzer Family Charitable Fnd)'s EIN?

True North Foundation (FKA Stertzer Family Charitable Fnd)'s EIN (Employer Identification Number) is 31-1576310. IRS Form 990 filing data is available on this page for 2019–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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