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Lawrence N Stern & Mary Jane M Stern Scholarship Trust is a private trust based in WEST BEND, WI. The foundation received its IRS ruling in 2017. It holds total assets of $1.4M. Annual income is reported at $761K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Lawrence N Stern & Mary Jane M Stern Scholarship Trust has made 4 grants totaling $320K, with a median grant of $80K. The foundation has distributed between $80K and $160K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $160K distributed across 2 grants. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$2K
Average Grant
$3K
Largest Grant
$7K
Based on 30 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lawrence N Stern & Mary Jane M Stern Scholarship Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in WI.
Lawrence N Stern & Mary Jane M Stern Scholarship Trust has distributed a total of $320K across 4 grants. The median grant size is $80K, with an average of $80K. Individual grants have ranged from $80K to $80K.
Lawrence N Stern & Mary Jane M Stern Scholarship Trust typically selects its grantees rather than accepting unsolicited proposals.
Lawrence N Stern & Mary Jane M Stern Scholarship Trust is headquartered in WEST BEND, WI.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Rosalee Wellenstein | TRUSTEE | $0 | $0 | N/A |
Total Giving
$97K
Total Assets
$1.3M
Fair Market Value
$1.6M
Net Worth
$1.3M
Grants Paid
$80K
Contributions
N/A
Net Investment Income
$82K
Distribution Amount
$74K
Total: $1.3M
Total Grants
4
Total Giving
$320K
Average Grant
$80K
Median Grant
$80K
Unique Recipients
1
Most Common Grant
$80K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St John XxiiiEDUCATION | Port Washington, WI | $80K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI