1802 Wisconsin St., Port Washington, WI 53074 · 262.284.2441· 262.284.2682

www.stjohn23rd.school . email: sj23@stjohn23rd.school

March 20, 2017 Dear St. John XXIII Parish Community Members, At St. John XXIII Catholic School, we are committed to providing an education to every child in this parish that desires it, regardless of financial ability. Each year, we search for new and creative ways in which to bring Catholic education ‘home’ for more children and families in our parish community. Our primary goal is to ensure that every child has the opportunity to be educated in an environment where FAITH MATTERS; to us, FAITH is the cornerstone of life. Tuition everywhere, of course, is almost continuously rising, and it requires sacrifices for many families to send their children to a Catholic school. This year we are excited and so very blessed to tell you about two angels: Lawrence N. and Mary Jane Stern. Lawrence and Mary Jane left us an incredibly generous donation. This wonderfully kind donation will allow us YEARLY to offer multiple NEW and current families in need, scholarships to assist with tuition. For the 2017-2018 school year we have total of $30,000 to award in tuition scholarships through the Lawrence and Mary Jane Stern Scholarship ALONE! Parish families are able to apply TODAY for incremental scholarships for each child they wish to enroll in either St. John XXIII Catholic Elementary School OR a Catholic high school that resides in the Milwaukee and Ozaukee counties. In addition, we will continue to offer our existing tuition assistance program to NEW or current families. Through the grace of God and the assistance of wonderful benefactors, we will be able to continue to offer more students the lasting gift of a Catholic education by affording families that qualify for tuition assistance and the Stern Scholarship funds. PLEASE NOTE:

• APPLICATION INSTRUCTIONS ARE DETAILED IN THE ATTACHED DOCUMENTS. • ALL APPLICATION MATERIALS ARE DUE: NO LATER THAN MAY 1, 2017

May God continue to grace us and bless us with His gifts and presence. In Christ, Kristine Klein Principal

Through the generosity of the Lawrence N. Stern and Mary Jane Stern Scholarship Trust, St. John XXIII Catholic School is

excited to announce new financial scholarship opportunities to help offset tuition costs at St. John XXIII Catholic School (SJ23)

or any Catholic high school in Milwaukee/Ozaukee County. Lawrence and Mary Jane Stern, who were passionate about

Catholic education, arranged for a trust to be established upon their deaths to make elementary, middle school, and high

school Catholic education a viable option for more of our parish families living in the Port Washington/Saukville School

District.

We are thrilled and so blessed to be able to offer multiple scholarships through the generosity of Lawrence and Mary Jane

Stern in addition to SJ23’s current tuition assistance options to all current and prospective families that meet the scholarship

criteria.

We strongly encourage all parish students and families that are interested in a Catholic education at St. John XXIII or any

Milwaukee Catholic high school to apply.

Faith in Real-Life Formation

Part of our mission at SJ23 is to nurture lifelong Catholic values that build a strong character and a meaningful relationship

with Christ. In partnership with our families and parish, we strive to guide each child as he or she grows and matures

spiritually and academically.

Daily religious instruction, reflection, and prayer.

Weekly Mass worship and student participation.

Sacramental preparation, mission trips, and projects.

Individual and communal spiritual growth through retreats, service, and collections.

Faith in Academic Excellence

Catholic school students consistently outperform their peers on state and national standardized tests.

SJ23 students consistently outperform 75% of schools nationally and locally.

In 2016, 93% of SJ23 alumni high school graduates were on area high school honor rolls.

Eight Sj23 alumni were high school valedictorians and salutatorians in the last 10 years.

Integrated, hands-on curriculum based on science, technology, engineering, art, and mathematics (STEAM) engages

students of all academic levels.

Faith in Our School

We give our students the tools to develop socially, emotionally, intellectually, and spiritually as they continue on their journey

of obtaining skills necessary to be successful compassionate learners, innovators, and leaders in the 21st century. Recent

curriculum enhancements:

Two STEAM labs and middle-school Makerspace and Fine Arts electives.

K – 8th grade Spanish, Spanish Club, and Art.

Faith in Your Investment

Education at SJ23 is an investment for life. Studies show that Catholic school graduates are prepared to compete globally and

are more likely to practice their faith in the future. We partner with parents and families to keep education accessible to all

through tuition scholarships like the Lawrence and Mary Jane Stern Scholarship Trust.

AmountScholarships will be awarded in the amount determined by financial need of qualified students.

Purpose Funds are to be used to help offset tuition costs at St. John XXIII Catholic School or a Catholic High School in Milwaukee/Ozaukee counties.

Qualifications• Applicant must be a resident of the Port Washington/Saukville School

District and possess a desire to attend a Catholic grade school located in the Port Washington/Saukville School district or a Catholic high school in Milwaukee/Ozaukee County.

• Students who are, or whose parents are, members of St. John XXIII Parish.

• Financial need.

Application Process

SJ23 applicants should apply online at https://online.factsmgt.com/signin/3ZMVM and submit a written essay.

High school applicants should complete the attached application and submit a written essay.

Essay Criteria:Please limit this portion of the application to this form and one 8 1/2” x 11” page.1. How will Catholic Education influence you? Your family? Your future?

Why is Catholic Education important to your family?2. Describe any parish activities over the last year and/or any civic or

community activities in which you have been involved.3. Please add any additional information of which you want to make us

aware.

Mail or email written applications and essays to:

Ms. Kristi KleinSt. John XXIII School Scholarship446 N. Johnson St., Port Washington, WI 53074Email: kklein@stjohn23rd.school

** Financial Application instructions on reverse side

Application Deadline & Awards

• Applications Due: May 1; Awards Received: June 1• Notice of scholarship awards will be sent by email.• Scholarships will be paid directly to the school.

Lawrence Stern and Mary Jane Stern Biography

Lawrence and Mary Jane (Karrels) Stern grew up on dairy farms in northern Ozaukee County.

Mary Jane was born May 7, 1923. She was baptized and attended grade school at St. Mary’s Parish in Lake Church.

Lawrence was born January 14, 1919. He was baptized and attended grade school at Immaculate Conception Parish in Saukville.

Lawrence and Mary Jane both graduated from Port Washington High School. They were married at St. Mary Parish in Lake Church on October 14, 1944.

They built a home on the Stern family farm and enjoyed living in the country. Lawrence worked as a supervisor at Mercury Marine. Mary Jane owned and operated Ideal Equipment in Port Washington. Mary Jane moved to Port Washington after Lawrence’s death on December 18, 1989. She was an active member of St. Peter of Alcantara Parish until her death on August 29, 2015.

Lawrence and Mary Jane were strong believers in the importance of a Catholic education.

Lawrence N. Stern and Mary Jane Stern Scholarship Trust

Lawrence N. Stern and Mary Jane Stern Scholarship

Scholarship Fund applications for the 2017-2018 school year are now available.

Application deadline is May 1, 2017. NO APPLICATIONS CAN BE ACCEPTED AFTER THIS DEADLINE.

1. Complete the Lawrence N. and Mary Jane Stern Scholarship Application for 2017-2018 online at https://online.factsmgt.com/signin/3ZMVM.

• Log into your FACTS account and there will be a button on the home page that will take you directly to the tuition assistance application.

2. Please note that there is a $30 application fee.

3. In order to facilitate a fair process without unduly intruding on the privacy of our families we have partnered with FACTS Management. FACTS will perform an analysis using the basic formula that the Federal Government uses to determine parent’s ability to pay. The formula takes into account all sources of income, allocated and actual expenses are taken from the verified income figure to help determine need. Please note that you will be required to submit income verification forms and other required documentation to verify all income and expenses.

4. FACTS will provide a recommendation to St. John Catholic XXIII School as to your “ability to pay.” St. John XXIII Catholic School will then make the decision as to how much assistance will be provided. Be aware that this decision will be dependent, in part, on the number of applicants and the pool of funds available.

5. Incomplete and/or late applications will not be eligible for scholarship funds.

**6. In addition to paper application, High school applicants only must submit documentation of the following:

1. Name of High School 2. Tuition Bill(s) a. Total Tuition to be paid by family 3. Scholarships and other aid received 4. Most recent tax return (or other income verification) 5. Financial Application (available online or in the Parish and School Offices) **Note: High School applications are available in the parish and school offices and at www.stjohn23rd.school.

14G026/ MAR15 / Page 1

Scholarship Application (High School Applicants ONLY) IF THERE IS INSUFFICIENT SPACE ON ANY SCHEDULE, PLEASE ATTACH SEPARATE PAGE IN SIMILAR DETAIL.

All Scholarship applicants should complete this document. The Stern scholarship’s mission is to help offset the costs of a Catholic education and is

awarded to students/families that demonstrate a financial need.

Student: Expected Graduation Date:

Name of Catholic High School in Ozaukee or Milwaukee County:

Tuition for the Year: Tuition Assistance/Financial aid already received/anticipated:

Other family members high school/grade school tuition:

Father Mother

FULL NAME FULL NAME

STREET ADDRESS STREET ADDRESS

CITY/STATE/ZIP CITY/STATE/ZIP

PHONE: RESIDENCE PHONE: WORK PHONE: RESIDENCE PHONE: WORK

PHONE: CELL EMAIL PHONE: CELL EMAIL

EMPLOYER EMPLOYER

ADDRESS ADDRESS

POSITION/TITLE SINCE POSITION/TITLE SINCE

NUMBER OF DEPENDENTS (INCLUDE SELF) NUMBER OF DEPENDENTS (INCLUDE SELF)

MARITAL STATUS*

UNMARRIED MARRIED SEPARATED

MARITAL STATUS*

UNMARRIED MARRIED SEPARATED

14G026/ MAR15 / Page 2

PERSONAL BALANCE SHEET

» List all assets and liabilities of both parents

» If a separate schedule of assets and liabilities is attached, the schedule must be signed and dated and include similar detail as requested below.

» Assets and liabilities of one party only should be listed under the appropriate parent’s column. Assets and liabilities of both parties jointly or other owner-ships, should be listed

under the Joint/Trust/Other Column.

DATE VALUATIONS ____________________________ Father Mother JOINT/TRUST/

OTHER

ASSETS $ AMOUNT $ AMOUNT $ AMOUNT

CASH Held at Bank

Held Elsewhere (INCLUDE IN SCHEDULE 1)

SECURITIES Marketable (INCLUDE IN SCHEDULE 2)

Non-marketable (INCLUDE IN SCHEDULE 2)

Restricted or Controlled (INCLUDE IN SCHEDULE 2)

LIFE INSURANCE CASH VALUE (SCHEDULE 3)

INVESTMENTS Closely Held Companies (INCLUDE IN SCHEDULE 4)

Partnership Interests (INCLUDE IN SCHEDULE 4)

Privately Owned Business (INCLUDE IN SCHEDULE 4)

REAL ESTATE Primary Residence (INCLUDE IN SCHEDULE 5)

Other Residences (INCLUDE IN SCHEDULE 5)

Investment (INCLUDE IN SCHEDULE 5)

Partial Interest (INCLUDE IN SCHEDULE 5)

NOTES AND OTHER RECEIVABLES (INCLUDE IN SCHEDULE 6) RETIREMENT ACCOUNTS (INCLUDE IN SCHEDULE 7) AUTOMOBILES OTHER PERSONAL ASSETS (Itemize below or attach additional pages as needed)

TOTAL ASSETS LIABILITIES (INCLUDE IN SCHEDULE 8)

UNSECURED LOANS Owed

SECURED LOANS Owed

Owed to Other Financial Institutions OTHER LOANS &

LEASES PAYABLE

CREDIT CARD BALANCES DUE TO BROKERS (INCLUDE IN SCHEDULE 9)

MORTGAGE Primary Residence

Other Residence

Investment

Partial Interest

TAXES Income Taxes

Other Taxes (INCLUDE IN SCHEDULE 9)

DUE ON AUTOMOBILES OTHER LIABILITIES (Itemize below or attach additional pages as needed)

TOTAL LIABILITIES NET WORTH (Total assets minus total liabilities)

14G026/ MAR15 / Page 5

PERSONAL CASH FLOW STATEMENT

Father Mother

INCOME LAST YEAR CURRENT YEAR LAST YEAR CURRENT YEAR

Salary & Wages (amount reported on W2) or Professional Net Income Bonus & Commissions Interest & Dividends Net Rental Income (INCLUDE IN SCHEDULE 5) Business Income or Loss

Trust Distributions Pension, Annuity & Social Security Income Other Income (Itemize below or attach additional pages as needed)

TOTAL ANNUAL INCOME

PRIMARY RESIDENCE

1st Mortgage Payment 2nd Mortgage Payment

Real Estate Taxes Mortgage Insurance Homeowner’s Insurance Flood Insurance Association Fees

TOTAL PRIMARY RESIDENCE PITI

OTHER REAL ESTATE

1st Mortgage Payment 2nd Mortgage Payment Real Estate Taxes Mortgage Insurance Homeowner’s Insurance Flood Insurance Association Fees

OTHER REAL ESTATE PITI

OTHER EXPENSES

Credit Card Payments Rental Payments Interest & Principal Payment on Loans Insurance Premiums Investments Alimony, Child Support & Tuition* Education Expenses Other Expenses (Itemize below or attach additional pages as needed)

TOTAL ANNUAL EXPENSES CASH FLOW SURPLUS (DEFICIT)

* Inclusion of alimony, separate maintenance, or child support as income is voluntary and need not be revealed, if you do not wish to have it considered. If you choose to include these payments, please state the dollar amount and name and address of the person obligated to pay that amount to you. If you are responsible for paying alimony, separate maintenance, or child support, please provide details of that obligation, along with your other obligations.

14G026/ MAR15 / Page 6

CHANGES ANTICIPATED

Do you anticipate any material changes to the reported financial information within the next year? If yes, please explain below:

Father’s Signature (if applicable)

Mother’s Signature (if applicable)

Please include the supporting documents along with your application: □ Most recent tax return or W-2 □ Tuition Bill(s)

DATE

DATE