Schallock Foundation

990PF • Fiscal year 2019 • EIN 26-0172751

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile

411 E Wisconsin AveMilwaukee, WI 53202

(414) 270-2520

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

99%

Higher net margin than 98% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

7190%

Faster asset growth than 100% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

7139%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets22nd percentile

Assets

$9,078,526

Up $8,953,986 (+7190%) from 2018

Net Assets

$9,078,526

Up $8,953,986 (+7190%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin98th percentile

Revenue

$9,077,019

Up $8,951,634 (+7139%) from 2018

Expenses

$125,503

Up $124,558 (+13181%) from 2018

Net Income

$8,951,516

Up $8,827,076 (+7093%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2019

Assets$9,078,526

Liabilities$0

Net Assets$9,078,526

Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue$9,077,019

Expenses$125,503

Net Income$8,951,516

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jul 15, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay30th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Nancy M Bonniwell	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Schallock Foundation
EIN: 26-0172751
Phone: 4142702520
Address: 411 E Wisconsin Ave, Milwaukee, WI 53202

Signing Officer

Name: Nancy Bonniwell
Title: Trustee
Phone: 4142702520
Signed: 2020-07-15
Discuss with paid preparer: Yes

Preparer

Firm: Von Briesen & Roper Sc
Address: 411 E WISCONSIN AVE STE 1000, MILWAUKEE, WI 53202
Preparer: Jeanine D Schoen
Phone: 4142871235

Raw XML Appendix380 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	Publicly Traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	Publicly Traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	5402397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	946
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	5632602
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	946
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	230205
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	95413
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	231151
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	20772
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	347336
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	347336
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	231151
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	8729683
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	95413
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	95413
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	8951516
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	5633548
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	20663
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	20772
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	42305
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	4696
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	47005
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	231151
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	310219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	36065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	36246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	29556
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	29584
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	10093
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	12668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	88463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	37008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	125503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	347227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	9077019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	88463
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	37008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	125503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	5402397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	230205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	230205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	5632602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	231151
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	8951516
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	2470
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	9078526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	124540
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	9078526
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	315720
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	315720
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	315720
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	321924
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	6204
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	6204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	9396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	15600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	6204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt	0	-15600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	9396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	6204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	6204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	15600
IRS990PF/FMVAssetsEOYAmt	0	9294945
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	124540
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	124540
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	1096491
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	1096491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	997245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	1023612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	4326307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	4503321
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	2050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	2050000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt	0	2050000
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	200501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	200501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	124540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	9294945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	124540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	124540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	407982
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	421020
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	6536518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	533642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	5572876
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	98048
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	430000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	321924
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	6438470
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	6536518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Nancy M Bonniwell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	20975 Swenson Drive Suite 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Waukesha
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	53186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	107735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	110837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.016733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.016733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	3102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	6438470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	56476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	88463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.016733
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	88463
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	88463
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	88463
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	411 E Wisconsin Ave Ste 1000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	von Briesen & Roper sc
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4142702520
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	88463
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	315720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	88463
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	227257
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Jane M Schallock Revocable Living T
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Jane M Schallock Revocable Living T
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	5601 W Philip Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	5601 W Philip Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	53216
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	53216
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	6372073
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	2357610
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	4322073
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	2050000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	Real estate
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2019-03-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2019-06-28
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	von Briesen & Roper, s.c. Legal Services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	42305
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	47005
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	4696
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Schwab--ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Town Bank--check order
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Valbridge Property Advisors--appraisal of real estate
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Registration Fee Trust--auto transfer
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	Ansay & Associates LLC--renters insurance charitable tenant
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	Secura Insurance--premium payment real estate for charity
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	Vitale Realty Advisors--appraisal reprot Star Hill Farm
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	Jahnke & Jahnke--survey
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	Trees As You Please--tree removal
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	17
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	3000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	95
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	42
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	13603
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	3000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	14558
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	7	1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	179
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	19
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	3000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	95
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	42
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	13603
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	3000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	14558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	1750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1027
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	1440
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	2	3
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Non-dividends
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	Reimbursements received for expenses
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	2	Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	19382
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	2758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	3	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Schwab 0456 Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Schwab 3122 Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	Schwab 5699 Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	3	Attribute to tax exempt Advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	19382
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	2758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	3	-28
TaxesSchedule/TaxesDetail/Amt	0	1251
TaxesSchedule/TaxesDetail/Amt	1	1304
TaxesSchedule/TaxesDetail/Amt	2	20
TaxesSchedule/TaxesDetail/Amt	3	10093
TaxesSchedule/TaxesDetail/CategoryTxt	0	Schwab 0456 Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Schwab 3122 Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	2	Schwab 5699 Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	3	Waukesha County Treasurer--real estate taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10093
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1251
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1304
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	20
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Nancy Bonniwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4142702520
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Schallock Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHA
ReturnHeader/Filer/EIN	0	260172751
ReturnHeader/Filer/PhoneNum	0	4142702520
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	411 E Wisconsin Ave
ReturnHeader/Filer/USAddress/CityNm	0	Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	03C62B26F489EC5F7B8DA3F9361372105A199E51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	03C62B26F489EC5F7B8DA3F9361372105A199E51
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	66.195.129.129
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PS
ReturnHeader/FilingSecurityInformation/IPTm	0	13:07:53
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	VON BRIESEN & ROPER SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	411 E WISCONSIN AVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53202
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4142871235
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeanine D Schoen
ReturnHeader/ReturnTs	0	2020-11-13T13:11:51-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $9,078,526
Liabilities: $0
Net assets: $9,078,526
Revenue: $9,077,019
Expenses: $125,503
Net income: $8,951,516

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.34	$0.00	$8.34	$0.41	$0.47	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$8.40	$0.00	$8.40	$0.29	$0.20	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$8.32	$0.00	$8.32	$0.10	$0.17	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$8.39	$0.00	$8.39	$0.29	$0.16	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$8.26	$0.00	$8.26	$0.06	$0.87	$0.82
2019Detailed filing. Detailed filing data is available for this year.	$9.08	$0.00	$9.08	$9.08	$0.13	$8.95
2018Detailed filing. Detailed filing data is available for this year.	$0.12	$0.00	$0.12	$0.13	$0.00	$0.12
2017Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00