1. Directory
  2. Wisconsin
  3. West Bend
  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
0
City
West Bend
State
Wisconsin
Year formed
2017
Most recent tax filings
2023-12-01
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
$95,500
2023
Total expenses
$96,888
2023
Total assets
$1,349,184
2023
Num. employees
0
2023

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 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$36,910
Net rental income$0
Net gain from sale of non-inventory assets$57,829
Gross sales of inventory$0
Miscellaneous revenues$761
Total revenues$95,500

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

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-21990PFView PDF
2022-122023-11-10990PFView PDF
2021-122022-06-28990PFView PDF
2020-122021-09-15990PFView PDF
2019-122021-05-14990PFView PDF
...and 3 more Form 990s
Data update history
January 2, 2024
Posted financials
Added Form 990PF for fiscal year 2022
December 25, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 4, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
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
Free account sign-up

Want updates when L N and M J Stern Scholarship TR Agy Rosalee has new information, or want to find more organizations like L N and M J Stern Scholarship TR Agy Rosalee?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy