Nonprofit · EIN 47-7412100
LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR
Also known as ROSALEE C WELLENSTEIN TTEE
Tax-exempt · WEST BEND, WI 53095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $138,785 | $108,962 | $29,823 | $1,440,750 | $0 | $1,440,750 |
| December 31, 2024 | 990-PF | $158,118 | $95,423 | $62,695 | $1,411,572 | $0 | $1,411,572 |
| December 31, 2023 | 990-PF | $95,500 | $96,888 | -$1,388 | $1,349,184 | $0 | $1,349,184 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,516
- Net gain from sales of assets
- $98,269
Expenses
- Grants and similar amounts paid
- $86,500
- Compensation of officers, directors and key employees
- $17,470
- Disbursements for charitable purposes
- $100,968
- Excise tax on investment income
- $1,861
Balance sheet and other
- Total assets, start of year
- $1,411,572
- Total assets, end of year
- $1,440,750
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,440,750
- Fair market value of assets
- $1,898,004
- Qualifying distributions
- $100,968
- Net investment income
- $138,785
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 549570649 | TRUSTEE | 2 | $17,470 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSALEE WELLENSTEIN 125 CEDAR RIDGE DR APT S340, WEST BEND, WI 53095 | TRUSTEE | 10 | $16,564 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSALEE WELLENSTEIN 125 CEDAR RIDGE DR APT S340, WEST BEND, WI 53095 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 125 CEDAR RIDGE DR S3450, WEST BEND, WI 53095-3668
- Signed the 990-PF
- ROSALEE C WELLENSTEIN, Trustee
- Phone
- (920) 967-5020
- Website
- www.stjohn23rd.school
- Return prepared by
- TRUST TAX COMPLIANCE LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-7412100
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,440,750
- Income (IRS master file)
- $760,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $138,785 | $108,962 | $1,440,750 | IRS |
| 990-PF | December 2024 | $158,118 | $95,423 | $1,411,572 | IRS |
| 990-PF | December 2023 | $95,500 | $96,888 | $1,349,184 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-7412100).
Questions about LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR
- What is the EIN of LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR?
- The employer identification number (EIN) of LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR is 47-7412100.
- Is LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,470 (LEGACY PRIVATE TRUST COMPANY, TRUSTEE).
- How much revenue does LAWRENCE N STERN & MARY JANE M STERN SCHOLARSHIP TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $138,785, expenses of $108,962 and total assets of $1,440,750 at year end.
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