Schallock Foundation

990PF • Fiscal year 2020 • EIN 26-0172751

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

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.

2020 filings • $5M-$10M nonprofits • Source year 2020

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

-1451%

Higher net margin than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

-9.0%

Faster asset growth than 8% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

-99%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets23rd percentile

Assets

Down

$8,264,769

Down $813,757 (-9.0%) from 2019

Net Assets

Down

$8,264,769

Down $813,757 (-9.0%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin1st percentile

Revenue

Down

$56,386

Down $9,020,633 (-99%) from 2019

Expenses

$874,651

Up $749,148 (+597%) from 2019

Net Income

Down

-$818,265

Down $9,769,781 (-109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2020

Assets$8,264,769

Liabilities$0

Net Assets$8,264,769

Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2020

Revenue$56,386

Expenses$874,651

Net Income-$818,265

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 16, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay31st 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: 2021-05-16
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 Appendix390 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	Publically Traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	Publicly traded securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	Publicly traded securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	Publicly traded securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	Publicly traded securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	143512
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	530430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	269701
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	118304
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	1840
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	476931
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	315
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	191945
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-25208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	1840
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-53499
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	315
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	-77756
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	108591
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-154308
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	44714
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	-1003
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-1003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	57389
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	108591
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	108591
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-818265
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	789335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	36492
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	44714
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	36108
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	4012
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	40120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-154308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	83799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	751112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	751271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	54983
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	54983
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	10547
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2130
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	28277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	797767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	61284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	874651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	145083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	56386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	797767
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	61284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	874651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	3	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	530430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	269701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	143512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	3	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	3	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	2	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	3	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-53499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-77756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-25208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	2155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-53499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-77756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-25208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	2155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	476931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	191945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	118304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	2155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-154308
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-818265
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	1579
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	6087
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	8266348
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	9078526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	8264769
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	366226
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	366226
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	366226
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	367391
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1165
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	8231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	9396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt	0	-9396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	8231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	9396
IRS990PF/FMVAssetsEOYAmt	0	9645829
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	8264769
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	1096491
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	336501
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	336501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	997245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	4326307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3906852
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	4463278
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	2050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	2050000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	2050000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt	0	2787111
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/SavAndTempCashInvstBOYAmt	0	200501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1563434
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1613945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	8264769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	9645829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	8264769
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	9078526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	8264769
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	407982
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	407982
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	444994
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	7459714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2423341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	4606373
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	111896
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	430000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	367391
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	7347818
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	7459714
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	797767
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	797767
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	797767
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/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	366226
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	366226
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	431541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	431541
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	797767
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	431541
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	431541
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Jane M Schallock Revocable Living T
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	5601 W Philip Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	53216
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	57389
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	3	0
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	0
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	570000
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	1050000
LandEtcSchedule2/LandEtcGrp/BookValueAmt	3	430000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Property for Charitable purposes:
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Vacant Land: PIN DELT0844993
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	W330 S1205 Highway C, Delafield, WI
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	Other Property: DELT0844999
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	0
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	570000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	1050000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	430000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	von Briesen & Roper, s.c. Legal Services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	36108
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	40120
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	4012
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	552
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	1027
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Adjustment to Firstenergy basis
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	Decrease in stock basis for 2019 nondividends
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Schwab--ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Secura Insurance--premium payment real estate for charity
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	HAWS: Schallock Ctr for Animals All Star Heating Cooling Plumbing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	HAWS--Schallock Ctr for Animals MSI General roof repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	HAWS--for Schallock Ctr for Animals barn driveway improvements
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	HAWS--for Schallock Ctr for Animals driveway application
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	MSI General-Schallock Ctr for Animals renovations/site improvements
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	14001
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	12894
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	32133
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	95124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	134612
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	462348
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	14001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	12894
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	32133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	95124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	134612
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	462348
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3157
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	2930
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Nondividends 2020 to adjust basis in 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	Adjustment to basis of CDs for bond premium
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	13010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	37083
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	4890
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/NetInvestmentIncomeAmt	0	13010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	37083
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	4890
TaxesSchedule/TaxesDetail/Amt	0	1439
TaxesSchedule/TaxesDetail/Amt	1	601
TaxesSchedule/TaxesDetail/Amt	2	90
TaxesSchedule/TaxesDetail/Amt	3	15600
TaxesSchedule/TaxesDetail/Amt	4	10547
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	US Treasury--2019 estimated tax payment
TaxesSchedule/TaxesDetail/CategoryTxt	4	Waukesha County Treasurer--real estate taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10547
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1439
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	601
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	90
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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	2021-05-16
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/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	2021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeanine D Schoen
ReturnHeader/ReturnTs	0	2021-11-10T08:47:40-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Nancy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Bonniwell
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,264,769
Liabilities: $0
Net assets: $8,264,769
Revenue: $56,386
Expenses: $874,651
Net income: -$818,265

	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