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  4. L N and M J Stern Scholarship TR Agy Rosalee
EIN 47-7412100

L N and M J Stern Scholarship TR Agy Rosalee

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
West Bend
State
Wisconsin
Year formed
2017
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
L N and M J Stern Scholarship TR Agy Rosalee is a private foundation located in West Bend, WI that primarily funds education. Grantees include St John Xxiii and the organization made one grant last year.
Also known as...
Lawrence N Stern and Mary Jane M Stern Scholarship Trust; Rosalee C Wellenstein Ttee
Total revenues
$39,357
2022
Total expenses
$100,741
2022
Total assets
$1,349,910
2022
Num. employees
n/a

Personnel at L N and M J Stern Scholarship TR Agy Rosalee

NameTitleCompensation
Rosalee C WellensteinTrustee$0

Financials for L N and M J Stern Scholarship TR Agy Rosalee

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$29,860
Net rental income$0
Net gain from sale of non-inventory assets$9,497
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$39,357

Form 990s for L N and M J Stern Scholarship TR Agy Rosalee

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-10990PFView PDF
2021-122022-06-28990PFView PDF
2020-122021-09-15990PFView PDF
2019-122021-05-14990PFView PDF
2018-122019-10-29990PFView PDF
...and 2 more Form 990s

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Data update history
August 4, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
March 3, 2021
Posted financials
Added Form 990PF for fiscal year 2018
March 17, 2020
Updated personnel
Identified 1 new personnel
March 17, 2020
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
125 Cedar Ridge Dr S3450
West Bend, WI 53095
Metro area
Milwaukee-Waukesha, WI
County
Washington County, WI
Website URL
stjohn23rd.school/ 
Phone
(920) 967-5020
IRS details
EIN
47-7412100
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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