L N and M J Stern Scholarship Tr Agy Rosalee
L N and M J Stern Scholarship Tr Agy Rosalee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST BEND, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $75K. Net investment income was $153K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+4.6% YoY
Annual Giving
$75K
-6.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$75K
-6.3% YoY
Under IRS private-foundation payout rules, L N and M J Stern Scholarship Tr Agy Rosalee reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.
About L N and M J Stern Scholarship Tr Agy Rosalee
Based on IRS filings
L N and M J Stern Scholarship Tr Agy Rosalee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST BEND, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $75K. Net investment income was $153K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,411,572 | $1,349,184 | $1,349,910 |
| Revenue | $158,118 | $95,500 | $39,357 |
| Expenses | $95,423 | $96,888 | $100,741 |
| Qualifying Distributions | $88,818 | $84,092 | $85,096 |
| Net Investment Income | $153,428 | $81,940 | $26,195 |
| Distributable Amount | $81,626 | $73,783 | $76,854 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stern Scholarship Trust ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| STERN SCHOLARSHIP TRUST WEST BEND, WI | SCHOLARSHIPS | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROSALEE WELLENSTEIN | TRUSTEE | 10 | $16,564 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is L N and M J Stern Scholarship Tr Agy Rosalee?
L N and M J Stern Scholarship Tr Agy Rosalee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST BEND, WI. It holds $1.4M in total assets as of 2024.
How large is L N and M J Stern Scholarship Tr Agy Rosalee?
As of 2024, L N and M J Stern Scholarship Tr Agy Rosalee holds $1.4M in total assets with $158K in annual revenue. It awarded 1 grants totaling $75K in 2024.
Where does L N and M J Stern Scholarship Tr Agy Rosalee operate?
L N and M J Stern Scholarship Tr Agy Rosalee has awarded grants in Wisconsin.
What size grants does L N and M J Stern Scholarship Tr Agy Rosalee award?
In 2024, L N and M J Stern Scholarship Tr Agy Rosalee awarded 1 grants totaling $75K — an average of about $75K per grant, based on its IRS Form 990 filings.
How much is L N and M J Stern Scholarship Tr Agy Rosalee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, L N and M J Stern Scholarship Tr Agy Rosalee reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is L N and M J Stern Scholarship Tr Agy Rosalee's EIN?
L N and M J Stern Scholarship Tr Agy Rosalee's EIN (Employer Identification Number) is 47-7412100. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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