L N AND M J STERN SCHOLARSHIP TR AGY ROSALEE

BROWN DEER, WI 53223 EIN 477412100

https://www.stjohn23rd.school
$1.6M Total Assets (2023)
$50K Avg Yearly Giving (2020–2023)
$201K Giving on File
(4 yrs)
17 Grants on File
$80K Avg Grant Size

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person TRACI NORTON
Phone 9209675020

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $1.5M $120K N/A
2020 $41K $1.7M $52K 15
2021 N/A $1.9M $126K N/A
2022 $80K $1.4M $39K 1
2023 $80K $1.6M $96K 1

Grant Size Distribution

Based on 17 grants on record

Minimum
$250
25th Pctl
$2K
Median
$3K
Average
$12K
75th Pctl
$5K
Maximum
$80K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ROSALEE WELLENSTEIN TRUSTEE —

Grants Awarded (17 total)

RecipientLocationAmountPurposeYear
ST JOHN XXIII PORT WASHINGTON, WI $80,000 EDUCATION 2023
ST JOHN XXIII PORT WASHINGTON, WI $80,000 EDUCATION 2022
HOLLY DIFRANCES PORT WASHINGTON, WI $6,467 EDUCATION 2020
DENISE PEEK PORT WASHINGTON, WI $6,229 EDUCATION 2020
MIRIAM MITCHELL PORT WASHINGTON, WI $4,905 EDUCATION 2020
MARGARET REPINSKI PORT WASHINGTON, WI $3,702 EDUCATION 2020
JOSE CAMILO-SALAS PORT WASHINGTON, WI $3,702 EDUCATION 2020
JACQUELINE KELLER PORT WASHINGTON, WI $3,000 EDUCATION 2020
RAFAEL LUNA PORT WASHINGTON, WI $2,800 EDUCATION 2020
TRACI NORTON PORT WASHINGTON, WI $2,300 EDUCATION 2020
ABIM ADANOR PORT WASHINGTON, WI $2,243 EDUCATION 2020
KELLY ENRIGHT PORT WASHINGTON, WI $1,700 EDUCATION 2020
ELLEN JARR PORT WASHINGTON, WI $1,500 EDUCATION 2020
ERIN BURKART PORT WASHINGTON, WI $1,000 EDUCATION 2020
JENNIFER ZIRBES PORT WASHINGTON, WI $1,000 EDUCATION 2020
JUSTINE KOPP PORT WASHINGTON, WI $500 EDUCATION 2020
MICHAEL BURT PORT WASHINGTON, WI $250 EDUCATION 2020