L N and M J Stern Scholarship Tr Agy Rosalee
L N and M J Stern Scholarship Tr Agy Rosalee is a private foundation, based in West Bend, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $87K. Net investment income was $134K.
L N and M J Stern Scholarship Tr Agy Rosalee at a glance
In short: L N and M J Stern Scholarship Tr Agy Rosalee gave $87K across 1 grant in 2025 (avg $87K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $86,500
- +15.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $86,500
- +15.3% vs 2024
- Median grant
- $86,500
- Total assets
- $1,440,750
- +2.1% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who L N and M J Stern Scholarship Tr Agy Rosalee funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Stern Scholarship Trust Rosalee Wellenstein Trustee ($87K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How L N and M J Stern Scholarship Tr Agy Rosalee gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $75K (2024) to $87K (2025). In 2025 it made 1 grant totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Stern Scholarship Trust Rosalee Wellenstein Trustee West Bend, WI | Scholarships | $86,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,440,750 | $138,785 | $108,962 | $86,500 | 1 | $100,968 | $133,919 | $86,911 |
| 2024 | $1,411,572 | $158,118 | $95,423 | $75,000 | 1 | $88,818 | $153,428 | $81,626 |
| 2023 | $1,349,184 | $95,500 | $96,888 | $80,000 | 1 | $84,092 | $81,940 | $73,783 |
| 2022 | $1,349,910 | $39,357 | $100,741 | $80,000 | 1 | $85,096 | $26,195 | $76,854 |
| 2021 | $1,414,555 | $125,568 | $99,602 | $80,000 | 1 | $80,443 | $106,409 | $85,937 |
| 2020 | $1,388,593 | $51,793 | $97,325 | $80,000 | 30 | — | $34,614 | $74,263 |
Under IRS private-foundation payout rules, L N and M J Stern Scholarship Tr Agy Rosalee reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
L N and M J Stern Scholarship Tr Agy Rosalee's only listed officer is Legacy Private Trust Company, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Legacy Private Trust Company
Trustee
New on the 2025 filing
2 hrs/week
$17K (2025)
Former officers (1)
- Former: Rosalee Wellenstein (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to Legacy Private Trust Company (Trustee).
Frequently asked questions about L N and M J Stern Scholarship Tr Agy Rosalee
How much does L N and M J Stern Scholarship Tr Agy Rosalee give each year?
L N and M J Stern Scholarship Tr Agy Rosalee gave $87K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 1 grant.
How large is L N and M J Stern Scholarship Tr Agy Rosalee?
L N and M J Stern Scholarship Tr Agy Rosalee reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $101K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets).
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 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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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