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Oscar C & Augusta Schlegel Foundation is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1987. The principal officer is M&I Trust Co. It holds total assets of $7.6M. Annual income is reported at $1.6M. Total assets have grown from $5.3M in 2011 to $7.7M in 2023. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. Grantmaking is concentrated in Wisconsin. According to available records, Oscar C & Augusta Schlegel Foundation has made 99 grants totaling $1.5M, with a median grant of $9K. Annual giving has grown from $454K in 2022 to $551K in 2024. Individual grants have ranged from $800 to $75K, with an average award of $15K. The foundation has supported 55 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$7K
Average Grant
$13K
Largest Grant
$50K
Based on 33 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.
Oscar C & Augusta Schlegel Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 99 grants. Its grantmaking reaches organizations primarily in WI.
Oscar C & Augusta Schlegel Foundation has distributed a total of $1.5M across 99 grants. The median grant size is $9K, with an average of $15K. Individual grants have ranged from $800 to $75K.
Oscar C & Augusta Schlegel Foundation typically selects its grantees rather than accepting unsolicited proposals.
Oscar C & Augusta Schlegel Foundation is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Midwest Institutional Trust | TRUSTEE | $41K | $0 | $41K |
| Marilyn L Holmquist | VICE CHAIRMAN | $0 | $0 | N/A |
| W Dirk Hausmann Hausmann Law Llc | CHAIRMAN | $0 | $0 | N/A |
| Kim Palleon | SECRETARY | $0 | $0 | N/A |
Total Giving
$597K
Total Assets
$7.7M
Fair Market Value
$9.5M
Net Worth
$7.7M
Grants Paid
$551K
Contributions
N/A
Net Investment Income
$229K
Distribution Amount
$434K
Total: $7.5M
Total Grants
99
Total Giving
$1.5M
Average Grant
$15K
Median Grant
$9K
Unique Recipients
55
Most Common Grant
$5K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The West Bend Community FoundationHUMAN SERVICES | Milwaukee, WI | $75K | 2024 |
| Columns ScholarshipSCHOLARSHIP | West Bend, WI | $57K | 2024 |
| Washington County Historical SocietyCIVIC | West Bend, WI | $50K | 2024 |
| Kettle Moraine YmcaHUMAN SERVICES | West Bend, WI | $35K | 2024 |
| Riveredge Nature CenterCONSERVATION | Newburg, WI | $33K | 2024 |
| Historic West Bend TheatreGENERAL OPERATING PURPOSES | West Bend, WI | $30K | 2024 |
| Boys & Girls Club West BendCIVIC | West Bend, WI | $25K | 2024 |
| Volunteer Center Of Washington CtyCIVIC | West Bend, WI | $25K | 2024 |
| The Threshold IncorporatedHUMAN SERVICES | West Bend, WI | $25K | 2024 |
| West Bend Full Shelf Food PantryHUMAN SERVICES | West Bend, WI | $20K | 2024 |
| Museum Of Wisconsin ArtARTS | West Bend, WI | $15K | 2024 |
| Cedar CommunityCIVIC | West Bend, WI | $15K | 2024 |
| United Way Of Washington CountyCIVIC | West Bend, WI | $15K | 2024 |
| Kewaskum Youth Scholarships IncSCHOLARSHIP | Kewaskum, WI | $12K | 2024 |
| Dr James E Albrecht Free ClinicN/A | West Bend, WI | $10K | 2024 |
| Friends IncHUMAN SERVICES | West Bend, WI | $10K | 2024 |
| Washington County Humane SocietyGENERAL OPERATING PURPOSES | Slinger, WI | $10K | 2024 |
| Blue Lotus CenterN/A | West Bend, WI | $10K | 2024 |
| Elevate IncHUMAN SERVICES | Jackson, WI | $8K | 2024 |
| 4c Family CenterHUMAN SERVICES | West Bend, WI | $8K | 2024 |
| Independence FirstHUMAN SERVICES | West Bend, WI | $7K | 2024 |
| Lakeland UniversityEDUCATINAL | Sheboygan, WI | $6K | 2024 |
| Casa Guadalupe Washington CountyGENERAL OPERATING PURPOSES | West Bend, WI | $5K | 2024 |
| Big Brothers & Sisters Of Washington CouCIVIC | West Bend, WI | $5K | 2024 |
| United Performing Arts Fund IncHUMAN SERVICES | Milwaukee, WI | $5K | 2024 |
| Hometown Heroes IncN/A | Grafton, WI | $5K | 2024 |
| Family Promise Of Washington CountyHUMAN SERVICES | West Bend, WI | $5K | 2024 |
| Cedar Lakes Conservation Foundation IncGENERAL OPERATING PURPOSES | West Bend, WI | $5K | 2024 |
| Youth And Family Project IncGENERAL OPERATING PURPOSES | West Bend, WI | $5K | 2024 |
| Citizens AdvocacyCIVIC | West Bend, WI | $5K | 2024 |
| Bay Lakes Council- Boy ScoutsCIVIC | Menasha, WI | $2K | 2024 |
| Interfaith Caregivers Of Washington CounGENERAL OPERATING PURPOSES | West Bend, WI | $2K | 2024 |
| Roots & BranchesCIVIC | West Bend, WI | $2K | 2024 |
| Kettle Moraine SymphonyARTS | West Bend, WI | $2K | 2024 |
| American Red CrossCIVIC | Milwaukee, WI | $1K | 2024 |
| Girl Scouts Of Wisconsin SoutheastCIVIC | Milwaukee, WI | $1K | 2024 |
| Boys & Girls Clubs Of West BendCIVIC | West Bend, WI | $70K | 2023 |
| West Bend Comm & Alumni Schol Inc(Columns)SCHOLARSHIP | West Bend, WI | $57K | 2023 |
| West Bend Friends Of Parks And RecreationHUMAN SERVICES | West Bend, WI | $50K | 2023 |
| United Way Of Washington CtyCIVIC | West Bend, WI | $15K | 2023 |
| Dr James Albrecht Free ClinicHUMAN SERVICES | West Bend, WI | $15K | 2023 |
| The ThresholdHUMAN SERVICES | West Bend, WI | $15K | 2023 |
| Full Shelf Food PantryHUMAN SERVICES | West Bend, WI | $15K | 2023 |
| Keys(Kewaskum Youth Schol Inc)SCHOLARSHIP | West Bend, WI | $12K | 2023 |