Oscar & Augusta Schlegel Fdn
Oscar & Augusta Schlegel Fdn is a private foundation based in Milwaukee, Wisconsin. Its 2026 grants went entirely to Wisconsin recipients and supported organizations working in areas including human services, scholarships, civic activities, conservation, and the arts.
Oscar & Augusta Schlegel Fdn at a glance
In short: Oscar & Augusta Schlegel Fdn gave $473K across 33 grants in 2026 (avg $14K), mostly in Wisconsin. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $473,400
- +9.2% vs 2025
- Grants made (2026)
- 33
- +3.1% vs 2025
- Average grant
- $14,345
- +5.9% vs 2025
- Median grant
- $7,000
- Total assets
- $7,596,654
- -0.4% vs 2025
- New grantees (estimate)
- 0% first-time grantees (0 of 32, 2026)
- Primary geography
- Wisconsin (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Oscar & Augusta Schlegel Fdn
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: Argent Inst Trust Co 115 S 84 St St, Milwaukee, WI 53214
Phone: (414) 875-3240
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oscar & Augusta Schlegel Fdn funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Kettle Moraine YMCA ($115K). Together the top 10 received $340K.
Grant Size Distribution
164 grants across all recorded years
The most common grant size was under $50K: 149 grants of 164 (91%).
Geographic Focus
Where this funder awards grants
All 2026 grant dollars went to recipients in Wisconsin. Listed recipients include organizations in West Bend, Newburg, and Kewaskum.
Grant Distribution by State
Share of 2026 grant dollars across all 33 itemized grants.
States
Cities
Is Oscar & Augusta Schlegel Fdn open to new grantees?
0%
first-time grantees, 2026
In 2026, 0 of 32 grantees (0%) were first-time recipients. How we count
- 97% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−6%). Method
- In 2026 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $426K (2021) to $551K (2024). In 2026 it made 33 grants totaling $473K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kettle Moraine YMCA West Bend, WI | Human Services | $114,600 |
| COLUMNS Scholarship West Bend, WI | Scholarship | $58,000 |
| Historic West Bend Theatre West Bend, WI | General Operating Purposes | $30,000 |
| The Threshold Incorporated West Bend, WI | Human Services | $25,000 |
| Boys & Girls Club West Bend West Bend, WI | CIVIC | $22,300 |
| Riveredge Nature Center Newburg, WI | Conservation | $20,000 |
| United Way of Washington County West Bend, WI | CIVIC | $20,000 |
| Volunteer Center of Washington Cty West Bend, WI | CIVIC | $20,000 |
| Museum of Wisconsin Art West Bend, WI | ARTS | $15,000 |
| West Bend Full Shelf Food Pantry West Bend, WI | Human Services | $15,000 |
Ready to take the next step with Oscar & Augusta Schlegel Fdn?
Financial History
Multi-year comparison from IRS filings
EIN: 39-1586544.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $7,596,654 | $505,630 | $531,887 | $473,400 | 33 | $473,644 | $456,118 | $506,468 |
| 2025 | $7,630,521 | $451,975 | $485,635 | $433,400 | 32 | $433,632 | $401,931 | $473,658 |
| 2024 | $7,657,017 | $275,647 | $597,380 | $550,900 | 36 | $551,126 | $229,363 | $434,094 |
| 2023 | $7,979,446 | $305,529 | $562,648 | $504,350 | 33 | $504,350 | $261,888 | $550,709 |
| 2022 | $8,236,466 | $753,863 | $507,916 | $453,650 | 30 | $453,650 | $706,536 | $504,290 |
| 2021 | $7,989,824 | $410,540 | $470,657 | $425,500 | 33 | — | $361,653 | $454,752 |
Under IRS private-foundation payout rules, Oscar & Augusta Schlegel Fdn reported a distributable amount of $506K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2026 grants include support for community, human services, conservation, arts, and scholarship organizations. For example, the Kettle Moraine YMCA describes its work as building a healthy spirit, mind, and body; The Threshold Incorporated says it provides programs and services for children and adults with disabilities; and Riveredge Nature Center says it supports conservation through education.
Other 2026 recipients describe their work as connecting the community through entertainment and education (Historic West Bend Theatre), mobilizing Washington County residents to improve lives and community conditions (United Way of Washington County), celebrating Wisconsin visual arts and artists (Museum of Wisconsin Art), and awarding college and technical school scholarships to Kewaskum High School students (Kewaskum Youth Scholarships).
Grantmaking
In filing year 2026, the foundation made 33 grants totaling $473,400. Awards ranged from $1,000 to $114,600, with a median grant of $7,000. The largest listed grants included $114,600 to Kettle Moraine YMCA, $58,000 to COLUMNS Scholarship, $30,000 to Historic West Bend Theatre, and $25,000 to The Threshold Incorporated. Other listed awards included $22,300 to Boys & Girls Club West Bend; $20,000 each to Riveredge Nature Center, United Way of Washington County, and Volunteer Center of Washington County; and $15,000 each to Museum of Wisconsin Art, West Bend Full Shelf Food Pantry, and Cedar Community.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists W Dirk Hausmann of Hausmann Law LLC as chairman, Marilyn L Holmquist as vice chairman, and Kim Palleon as secretary.
Oscar & Augusta Schlegel Fdn's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
W Dirk Hausmann Hausmann LAW LLC
Chairman
On filings since 2021
3 hrs/week
No compensation reported
Marilyn L. Holmquist
Vice Chairman
On filings since 2021
3 hrs/week
No compensation reported
Kim Palleon
Secretary
On filings since 2024
3 hrs/week
No compensation reported
Former officers (1)
- Former: Midwest Institutional Trust (2024) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Oscar & Augusta Schlegel Fdn
How much does Oscar & Augusta Schlegel Fdn give each year?
Oscar & Augusta Schlegel Fdn gave $473K across 33 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $433K across 32 grants.
What is Oscar & Augusta Schlegel Fdn's typical grant size?
Oscar & Augusta Schlegel Fdn's median grant in 2026 was $7,000, and its average grant was $14,345, across 33 grants on its 2026 IRS Form 990-PF.
Where does Oscar & Augusta Schlegel Fdn give grants?
Oscar & Augusta Schlegel Fdn gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were West Bend, WI (23 grants) and Milwaukee, WI (3 grants).
Does Oscar & Augusta Schlegel Fdn give general operating support?
Yes: 16% of Oscar & Augusta Schlegel Fdn's 2026 grants with a stated purpose (5 of 31) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Civic" (11 grants) and "Human Services" (9 grants).
Who are Oscar & Augusta Schlegel Fdn's largest grantees?
Oscar & Augusta Schlegel Fdn's largest 2026 grantees include Kettle Moraine YMCA ($114,600), COLUMNS Scholarship ($58,000) and Historic West Bend Theatre ($30,000), according to its 2026 IRS Form 990-PF. Together they received 43% of its itemized 2026 grant dollars.
How large is Oscar & Augusta Schlegel Fdn?
Oscar & Augusta Schlegel Fdn reported $7.6M in total assets on its 2026 IRS Form 990-PF. It paid out $474K in qualifying distributions that year, against a required minimum of $506K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Oscar & Augusta Schlegel Fdn fund?
No mission statement for the foundation is provided. Its 2026 grants include support for community, human services, conservation, arts, and scholarship organizations. See mission & focus areas ↑
How do I apply for a grant from Oscar & Augusta Schlegel Fdn?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Oscar & Augusta Schlegel Fdn's EIN?
Oscar & Augusta Schlegel Fdn's EIN (Employer Identification Number) is 39-1586544. IRS Form 990 filing data is available on this page for 2021–2026.
Does Oscar & Augusta Schlegel Fdn accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 22, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 21, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 22, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2025
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Assets
—
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Total Given
$5.6M
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Cite this profile
Grantable. (2026). Oscar & Augusta Schlegel Fdn funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/oscar-and-augusta-schlegel-fdn-morg_8dbf3fcb38974c22b2090fc8a23e92a5
BibTeX
@misc{grantable_391586544_2026,
author = {{Grantable}},
title = {{Oscar \& Augusta Schlegel Fdn funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oscar-and-augusta-schlegel-fdn-morg_8dbf3fcb38974c22b2090fc8a23e92a5},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Oscar & Augusta Schlegel Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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