Nonprofit · EIN 39-1586544
OSCAR C & AUGUSTA SCHLEGEL FOUNDATION
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $505,630 | $531,887 | -$26,257 | $7,596,654 | $0 | $7,596,654 |
| March 31, 2025 | 990-PF | $451,975 | $485,635 | -$33,660 | $7,630,521 | $0 | $7,630,521 |
| March 31, 2024 | 990-PF | $275,647 | $597,380 | -$321,733 | $7,657,017 | $0 | $7,657,017 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $271,981
- Net gain from sales of assets
- $233,092
- Other income
- $557
Expenses
- Grants and similar amounts paid
- $473,400
- Compensation of officers, directors and key employees
- $46,250
- Disbursements for charitable purposes
- $473,644
- Excise tax on investment income
- $6,340
Balance sheet and other
- Total assets, start of year
- $7,630,521
- Total assets, end of year
- $7,596,654
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,596,654
- Fair market value of assets
- $10,412,977
- Qualifying distributions
- $473,644
- Net investment income
- $505,630
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST COMPANY 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $46,250 |
| W DIRK HAUSMANN HAUSMANN LAW LLC 6485 CONGRESS DR, WEST BEND, WI 53095 | CHAIRMAN | 3 | $0 |
| MARILYN L HOLMQUIST 811 SPRING DR, WEST BEND, WI 53095 | VICE CHAIRMAN | 3 | $0 |
| KIM PALLEON 10700 RESEARCH DR SUITE 205, WAUWATOSA, WI 53226 | SECRETARY | 3 | $0 |
990-PF for the year ended March 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST COMPANY 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $44,236 |
| W DIRK HAUSMANN HAUSMANN LAW LLC 6485 CONGRESS DR, WEST BEND, WI 53095 | CHAIRMAN | 3 | $0 |
| MARILYN L HOLMQUIST 811 SPRING DR, WEST BEND, WI 53095 | VICE CHAIRMAN | 3 | $0 |
| KIM PALLEON 790 N WATER ST FLOOR 11, MILWAUKEE, WI 53202 | SECRETARY | 3 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST 115 S 84TH ST STE 325, MILWAUKEE, WI 53214 | TRUSTEE | 1 | $41,100 |
| W DIRK HAUSMANN HAUSMANN LAW LLC 6485 CONGRESS DR, WEST BEND, WI 53095 | CHAIRMAN | 3 | $0 |
| MARILYN L HOLMQUIST 811 SPRING DR, WEST BEND, WI 53095 | VICE CHAIRMAN | 3 | $0 |
| KIM PALLEON 790 N WATER ST FLOOR 11, MILWAUKEE, WI 53202 | SECRETARY | 3 | $0 |
Address and contacts
- Address (IRS master file)
- ARGENT INST TRUST CO 115 S 84 ST ST, MILWAUKEE, WI 53214-0000
- In care of
- % M&I TRUST CO
- Signed the 990-PF
- W DIRK HAUSMANN, Chairman
- Phone
- (414) 875-3240
- Return prepared by
- ERNST & YOUNG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1586544
- 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
- 1987
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,596,654
- Income (IRS master file)
- $1,761,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $505,630 | $531,887 | $7,596,654 | IRS |
| 990-PF | March 2025 | $451,975 | $485,635 | $7,630,521 | XML |
| 990-PF | March 2024 | $275,647 | $597,380 | $7,657,017 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 39-1586544).
Questions about OSCAR C & AUGUSTA SCHLEGEL FOUNDATION
- What is the EIN of OSCAR C & AUGUSTA SCHLEGEL FOUNDATION?
- The employer identification number (EIN) of OSCAR C & AUGUSTA SCHLEGEL FOUNDATION is 39-1586544.
- Is OSCAR C & AUGUSTA SCHLEGEL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to OSCAR C & AUGUSTA SCHLEGEL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OSCAR C & AUGUSTA SCHLEGEL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OSCAR C & AUGUSTA SCHLEGEL FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSCAR C & AUGUSTA SCHLEGEL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of OSCAR C & AUGUSTA SCHLEGEL FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 4 people; 1 received compensation from the organization, the highest $46,250 (MIDWEST INSTITUTIONAL TRUST COMPANY, TRUSTEE).
- How much revenue does OSCAR C & AUGUSTA SCHLEGEL FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $505,630, expenses of $531,887 and total assets of $7,596,654 at year end.
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