TO SOLICIT, SECURE AND PROVIDE FUNDS FOR SCHOLARSHIPS AND EDUCATIONAL EXPENSES FOR ST. MARY SCHOOL, LAKE LEELANAU, MI.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.0M
+9.5% YoY
Annual Giving
$204K
+17.0% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$102K
+75.5% YoY
About St Mary School Endowment Foundation
Based on IRS filings
St Mary School Endowment Foundation is a nonprofit organization focused on Education, based in LAKE LEELANAU, MI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 2 grants totaling $204K. Net investment income was $365K.
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 | $4,983,086 | $4,550,664 | $4,124,555 |
| Revenue | $550,785 | $249,428 | $1,350,849 |
| Expenses | $252,342 | $215,033 | $182,550 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $365,169 | $178,370 | $90,650 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TIM SCHAUB | BOARD MEMBER | — | — |
| NANCY FARESE | PRESIDENT | — | — |
| TOM ALFLEN | VICE-PRESIDENT | — | — |
| MICHAEL BEAN | TREASURER | — | — |
| J PETER MILLER | SECRETARY | — | — |
| LORI SCHAUB | ASSISTANT TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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