The TruStone Financial Foundation is a private foundation based in Plymouth, Minnesota, established in 2010. It operates as a 501(c)(3) organization dedicated to philanthropic giving, with a focus on education and community support. The foundation is affiliated with TruStone Financial Credit Union.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$590K
-19.4% YoY
Annual Giving
$208K
-0.3% YoY
Grant Count
61
+1.7% YoY
Avg Grant Size
$3K
-2.0% YoY
Mission & Focus Areas
The foundation's primary funding areas include:
- Education
- Scholarships and student financial aid
- Philanthropy, voluntarism, and grantmaking
- Human Services
- General support for nonprofit organizations
Grantmaking
The foundation provides general support grants to nonprofit organizations and awards scholarships to high school seniors and members.
Grant Range
approximately $4,000–$15,000
Average Grant
approximately $4,000–$15,000
Grant Types
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states, with primary focus areas including:
- Minnesota
- Wisconsin
- Texas
- Additional geographic reach includes California, Florida, Georgia, Illinois, Iowa, Missouri, Ohio, and Washington
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $590,479
- Total revenues: $81,831
- Total expenses: $223,784
- Total grants and contributions: $49,117
- Investment income and dividends: $21,599
As of 2023:
- Total assets: $732,000
- Total revenues: $71,800
- Total expenses: $229,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $590,479 | $732,432 | $889,670 |
| Revenue | $81,831 | $71,808 | $108,027 |
| Expenses | $223,784 | $229,046 | $191,752 |
| Qualifying Distributions | $211,579 | $213,121 | $188,475 |
| Net Investment Income | $20,867 | $16,682 | $6,252 |
| Distributable Amount | $33,640 | $41,427 | $47,967 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
222 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Dan Zaczkowski – Principal Officer/Treasurer
- The foundation operates with a volunteer board of directors including positions for Chairman, Director, Treasurer, and Secretary, with no board compensation
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SAMUEL STERN | CHAIRMAN | 1 | — |
| WILLIE ROBINSON JR | DIRECTOR | 1 | — |
| STEVE STEEN | DIRECTOR | 1 | — |
| STEPHEN BOHLIG | DIRECTOR | 1 | — |
| DANIEL ZACZKOWSKI | DIRECTOR/TREASURER | 1 | — |
| KAREN GREISINGER | DIRECTOR/SECRETARY | 1 | — |
| JIM STAHLMANN | DIRECTOR | 1 | — |
| JANINE JACKSON | DIRECTOR | 1 | — |
Recent News & Activity
Recent developments and announcements
The foundation has a history of awarding scholarships to high school seniors and members. The foundation maintains an active grantmaking program with regular distributions to nonprofit organizations supporting education, human services, and community development initiatives.
TruStone Financial Foundation Awards $60,000 inSubject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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