Private Foundation

L N AND M J STERN SCHOLARSHIP TR AGY ROSALEE

L N AND M J STERN SCHOLARSHIP TR AGY ROSALEE is a Private Foundation headquartered in WEST BEND, WI. Financial data from the 2025 filing: $139K revenue, $109K expenses, $1.4M total assets. IRS filings disclose 65 grants awarded by this foundation, totaling roughly $552K.

EIN: 477412100 WEST BEND, WI Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$139K
Total Expenses$109K
Total Assets$1.4M
Grants Given65
Grant Total$552K
Filing Years2021–2025

Sample Grants Given

STERN SCHOLARSHIP TRUST
WEST BEND, WI · 2025
SCHOLARSHIPS
$86,500
STERN SCHOLARSHIP TRUST
WEST BEND, WI · 2024
SCHOLARSHIPS
$75,000
ST JOHN XXIII
PORT WASHINGTON, WI · 2023
EDUCATION
$80,000
ST JOHN XXIII
PORT WASHINGTON, WI · 2022
EDUCATION
$80,000
St John XXIII
Port Washington, WI · 2021
EDUCATIONAL SCHOLARSHIPS
$80,000

Showing up to 5 of 65 total records — full history available with membership.

Officers & Directors

TRUSTEE Rosalee Wellenstein

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATION
$271,298 47 grants
SCHOLARSHIPS
$161,500 2 grants
EDUCATIONAL SCHOLARSHIPS
$80,000 1 grant
EDUCATIONAL
$27,306 11 grants
SCHOLARSHIP
$8,323 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $139K $109K $1.4M
2024 $158K $95K $1.4M
2023 $96K $97K $1.3M
2022 $39K $101K $1.3M
2021 $126K $100K $1.4M

Between 2021 and 2025, reported annual revenue grew from $126K to $139K (+11%), with total assets most recently reported at $1.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WI.

WI

Full geographic grant map with state-by-state breakdown available with membership.

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