L N And M J Stern Scholarship Tr Agy Rosalee | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like L N And M J Stern Scholarship Tr Agy Rosalee. Data shown is extracted from Form 990-PF filings.

EIN: 47-7412100

Foundation Overview

Based in West Bend, WI, L N And M J Stern Scholarship Tr Agy Rosalee has awarded 64 grants totaling $470,000 to organizations in Wisconsin. Individual grants range from $220 to $80,000, with a median award of $2,500.

Latest Tax Year
2023
Total Giving (all years)
$470,000
Total Assets
$1,611,799
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$80,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Wisconsin

100% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Port Washington (97%), Port Washingotn (2%), Port Washintong (2%).

Funding Trajectory
+14%

Stable funding levels with 14% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Education

Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into L N And M J Stern Scholarship Tr Agy Rosalee's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
St John Xxiii $80,000 Port Washington, WI, US Education 2023
St John Xxiii $80,000 Port Washington, WI, US Education 2022
St John Xxiii $80,000 Port Washington, WI, US Education 2022
St John Xxiii $80,000 Port Washington, WI, US Educational Scholarships 2021
Traci Norton $2,300 Port Washington, WI, US Education 2020
Denise Peek $6,229 Port Washington, WI, US Education 2020
Margaret Repinski $3,702 Port Washington, WI, US Education 2020
Michael Burt $250 Port Washington, WI, US Education 2020
Jose Camilo-salas $3,702 Port Washington, WI, US Education 2020
Abim Adanor $2,243 Port Washington, WI, US Education 2020
Jennifer Zirbes $1,000 Port Washington, WI, US Education 2020
Holly Difrances $6,467 Port Washington, WI, US Education 2020
Kelly Enright $1,700 Port Washington, WI, US Education 2020
Ellen Jarr $1,500 Port Washington, WI, US Education 2020
Jacqueline Keller $3,000 Port Washington, WI, US Education 2020
Justine Kopp $500 Port Washington, WI, US Education 2020
Erin Burkart $1,000 Port Washington, WI, US Education 2020
Rafael Luna $2,800 Port Washington, WI, US Education 2020
Miriam Mitchell $4,905 Port Washington, WI, US Education 2020
Gregg Ross $3,300 Port Washington, WI, US Educational 2020
Michelle Casey $2,800 Port Washingotn, WI, US Educational 2020
Thomas Spankowski $1,000 Port Washington, WI, US Educational 2020
Roger Strom $1,200 Port Washington, WI, US Educational 2020
B Goldsworthy $1,073 Port Washington, WI, US Educational 2020
Nathan Willie $2,500 Port Washington, WI, US Educational 2020
James Wichgers $3,000 Port Washington, WI, US Educational 2020
Laura Lanser $7,433 Port Washington, WI, US Educational 2020
Sandra Bennett $1,200 Port Washington, WI, US Educational 2020
Maureen Boylan $800 Port Washington, WI, US Educational 2020
Amanda Williams $3,000 Port Washington, WI, US Educational 2020
Courtney Evenson $3,073 Port Washington, WI, US Tuition Scholarship 2020
Andy Hill $1,089 Port Washington, WI, US Scholarship 2020
Nicole Windsor $1,365 Port Washington, WI, US Scholarship 2020
Miscellaneous Scholarship Recipients $5,869 Port Washington, WI, US Scholarship 2020
Jose Camilo-salas $4,000 Port Washington, WI, US Education 2018
Corey Didier $2,000 Port Washington, WI, US Education 2018
Gemma Duran $1,500 Port Washington, WI, US Education 2018
Kelly Enright $2,400 Port Washington, WI, US Education 2018
Jaclyn Hebein $7,000 Port Washington, WI, US Education 2018
Jacqueline Keller $1,700 Port Washington, WI, US Education 2018
Justine Kopp $1,500 Port Washington, WI, US Education 2018
Karen Lane $2,500 Port Washington, WI, US Education 2018
Rafael Luna $2,500 Port Washington, WI, US Education 2018
Miriam Mitchell $2,500 Port Washington, WI, US Education 2018
Denise Peek $3,500 Port Washington, WI, US Education 2018
Jaynee Peterson $2,750 Port Washington, WI, US Education 2018
Thomas Pujanauski $500 Port Washintong, WI, US Education 2018
Gregg Ross $1,500 Port Washington, WI, US Education 2018
Cassaundra Sanders $3,000 Port Washington, WI, US Education 2018
Lora Waraksa $1,500 Port Washington, WI, US Education 2018
Nathan Wille $1,000 Port Washington, WI, US Education 2018
Amanda Williams $1,500 Port Washington, WI, US Education 2018
John Celmo $875 Port Washington, WI, US Education 2018
Julie Celmo $875 Port Washington, WI, US Education 2018
Maureen Boylan $750 Port Washington, WI, US Education 2018
Matthew Difrances $3,950 Port Washington, WI, US Education 2018
Holly Difrances $3,950 Port Washington, WI, US Education 2018
Ryan Figarino $2,500 Port Washington, WI, US Education 2018
Desiree Figarino $2,500 Port Washington, WI, US Education 2018
Randy Kurth $220 Port Washington, WI, US Education 2018
Ginny Kurth $220 Port Washington, WI, US Education 2018
Neil Maciejewski $4,655 Port Washington, WI, US Education 2018
Heidi Maciejewski $4,655 Port Washington, WI, US Education 2018
Jennifer Harris $2,000 Port Washington, WI, US Education 2018

Foundations Similar to L N And M J Stern Scholarship Tr Agy Rosalee

Discover 5 foundations with comparable assets ($1,589,000-$1,615,547), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 39-2044111 | 178 grants awarded
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median grant
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100%
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EIN: 42-6125502 | 155 grants awarded
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median grant
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EIN: 36-4311512 | 281 grants awarded
$1,615,547
(≈ Similar)
$2,000
median grant
Cadott, WI
Same state
100%
Excellent match

EIN: 36-3993797 | 89 grants awarded
$1,592,788
(≈ Similar)
$4,000
median grant
Lake Geneva, WI
Same state
99%
Excellent match

EIN: 39-1568111 | 402 grants awarded
$1,589,000
(≈ Similar)
$2,500
median grant
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Same state
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Excellent match

Contact Information

Official contact details for L N And M J Stern Scholarship Tr Agy Rosalee as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 47-7412100
Website http://www.stjohn23rd.school
Address 125 CEDAR RIDGE DR S3450 West Bend, WI 53095-3668

Key People (1)

Board members, trustees, and key staff who oversee L N And M J Stern Scholarship Tr Agy Rosalee's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Rosalee Wellenstein

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for L N And M J Stern Scholarship Tr Agy Rosalee is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.