SCHIELD COMPANIES FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHIELD COMPANIES FOUNDATION INC (EIN 39-1362989)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201941209349100729
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T14:34:58-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391362989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIELD COMPANIES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHI | BusinessNameControlTxt |
| Phone | 7157482100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544510309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN SCHIELD | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7157482100 | PhoneNum |
| Signature | 2019-04-26 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.13.118.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-30 | IPDt |
| IP Tm | 13:50:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 13146CA017A16222EFD6668B8024AF07DC8B38A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13146CA017A16222EFD6668B8024AF07DC8B38A0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $443,261 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,706 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $362,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $341,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $412,555 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $389,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $372,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $443,261 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $237 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $398 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $19,750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,148 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $369,295 | CapitalStockBOYAmt |
| Capital Stock EOY | $349,210 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $369,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $349,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $389,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $369,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $349,210 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $349,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 175.696 T ROWE PRICE EQUITY INC | P | 2010-10-28 | 2018-08-09 | $5,984 | $3,874 | $2,110 | $2,110 |
| 317.46 T ROWE PRICE EQUITY INC | P | 2010-10-28 | 2018-10-29 | $10,000 | $6,999 | $3,001 | $3,001 |
| 11.354 VANGUARD 500 INDEX FD | P | 1999-12-20 | 2018-08-09 | $2,997 | $1,443 | $1,554 | $1,554 |
| 61.038 VANGUARD 500 INDEX FUND | P | 1999-12-20 | 2018-10-29 | $14,901 | $7,759 | $7,142 | $7,142 |
| 99.993 VANGUARD PRIMECAP FD | P | 1999-12-21 | 2018-08-09 | $14,955 | $6,213 | $8,742 | $8,742 |
| 72.929 VANGUARD PRIMECAP FD | P | 1999-12-21 | 2018-10-29 | $9,903 | $4,531 | $5,372 | $5,372 |
| 99.701 VANGUARD VALUE INDEX FD | P | 2013-08-02 | 2018-10-29 | $4,003 | $2,805 | $1,198 | $1,198 |
| 86.455 VANGUARD WINDSOR II | P | 1997-06-26 | 2018-08-09 | $5,989 | $4,268 | $1,721 | $1,721 |
| 76.888 VANGUARD WINDSOR II | P | 1997-06-26 | 2018-10-29 | $4,988 | $3,795 | $1,193 | $1,193 |
| CAPITAL GAINS DIVIDENDS | P | $13,780 | $13,780 | $13,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,088 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $171 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE ELLENBECKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7157482100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEATHER SHIELD PLAZA PO BOX 309 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD L SCHIELD | ||||||||
| PO BOX 309 | MEDFORD | WI | 54451 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KEVIN L SCHIELD | ||||||||
| PO BOX 309 | MEDFORD | WI | 54451 | V.P. | 0.00 | $0 | $0 | $0 |
| MARK A SCHIELD | ||||||||
| N2236 CRANE | MEDFORD | WI | 54451 | V.P. | 0.00 | $0 | $0 | $0 |
| PAMELA SCHIELD | ||||||||
| N2236 CRANE | MEDFORD | WI | 54451 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $504,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $530,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $530,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $522,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,088 | TotalTaxAmt |
| Distributable Before Adj | $25,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,398 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,398 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $106,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,947 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,240 | ExcessFromYear4Amt |
| Excess From Year3 | $32,614 | ExcessFromYear3Amt |
| Excess From Year2 | $1,112 | ExcessFromYear2Amt |
| Excess From Year1 | $39,008 | ExcessFromYear1Amt |
| Excess From Current Year | $45,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALYSSA LOERTSCHER | |||||||
| N6205 ST HWY 13 | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| ANDREW PHILPOTT | |||||||
| 5729 GREENFIELD DR | GALENA | OH | 43021 | NONE | N/A | SCHOLARSHIP | $1,500 |
| AUSTIN HILGART | |||||||
| 774 2ND AVE N | PARK FALLS | WI | 54552 | NONE | N/A | SCHOLARSHIP | $750 |
| BROOKE SMOLA | |||||||
| N3869 CTH C | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| CAITLIN WEILER | |||||||
| 1062 EAST CTH A | ATHENS | WI | 54411 | NONE | N/A | SCHOLARSHIP | $500 |
| CHANCE BROWN | |||||||
| 701 N 3RD BOX 192 | BRUCE | WI | 54819 | NONE | N/A | SCHOLARSHIP | $750 |
| CHANSE MORTENSON | |||||||
| W8898 WOODLAND LANE | BUTTERNUT | WI | 54514 | NONE | N/A | SCHOLARSHIP | $750 |
| CORBIN CZYSCON | |||||||
| W10866 PETERSON RD | LADYSMITH | WI | 54848 | NONE | N/A | SCHOLARSHIP | $1,000 |
| E F SAN JUAN INC | |||||||
| 11442 HIGHWAY 231 | YOUNGTOWN | FL | 32466 | NONE | N/A | CHARITABLE CONTRIBUTION - FLOOD RELIEF | $3,000 |
| EMILY ZIRNGIBLE | |||||||
| 540 ZIRNGIBLE CIRCLE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2600 STEWARD AVE | WAUSAU | WI | 54401 | NONE | 501(C)(3) ORGANIZATI | CHARITABLE CONTRIBUTION | $500 |
| HANNA PARISI | |||||||
| W6935 OLD 8 RD | PRENTICE | WI | 54556 | NONE | N/A | SCHOLARSHIP | $750 |
| HARLEY J LATTAMER MEMORIAL SCHOLARSHIP | |||||||
| 27331 262ND AVE | HOLCOMBE | WI | 54745 | NONE | 501(C)(3) ORGANIZATI | SCHOLARSHIP | $1,000 |
| JARED MIESBAUER | |||||||
| 12501 S PARK RD | BUTTERNUT | WI | 54514 | NONE | N/A | SCHOLARSHIP | $500 |
| JARED WEISSER | |||||||
| N4551 ANDERSON LANE | BRUCE | WI | 54819 | NONE | N/A | SCHOLARSHIP | $500 |
| JOSEPH BINNING | |||||||
| W7801 ST RD 70 | FIFIELD | WI | 54524 | NONE | N/A | SCHOLARSHIP | $750 |
| KATHERINE STOHLMAN | |||||||
| 4110 SPRINGVIEW DRIVE | JEFFERSON | MD | 21755 | NONE | N/A | SCHOLARSHIP | $750 |
| MARISSA LAHER | |||||||
| N4152 CRANE DRIVE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| MEDFORD AREA YOUTH SOCCER ASSOC | |||||||
| PO BOX 293 | MEDFORD | WI | 54451 | NONE | NC | CHARITABLE CONTRIBUTION | $133 |
| MELISSA GRYGA | |||||||
| W2892 WILSON RD | GLEN FLORA | WI | 54526 | NONE | N/A | SCHOLARSHIP | $1,500 |
| MIA PARISI | |||||||
| W6935 OLD 8 RD | PRENTICE | WI | 54556 | NONE | N/A | SCHOLARSHIP | $750 |
| MICHAEL HACKBARTH | |||||||
| W1406 HICKORY RD | DORCHESTER | WI | 54425 | NONE | N/A | SCHOLARSHIP | $1,500 |
| MICHAELA TIETZ | |||||||
| 240 OLIVE STREET | CHIPPEWA FALLS | WI | 54729 | NONE | N/A | SCHOLARSHIP | $500 |
| MIRANDA KOPRAS | |||||||
| N2662 CEDAR SWAMP | WEYERHAUSER | WI | 54895 | NONE | N/A | SCHOLARSHIP | $750 |
| MORIA EISENMAN | |||||||
| 77746 NAGEL ROAD | GLIDDEN | WI | 54527 | NONE | N/A | SCHOLARSHIP | $750 |
| PAIGE SCOLES | |||||||
| N8122 CAPENER RD | LADYSMITH | WI | 54848 | NONE | N/A | SCHOLARSHIP | $1,500 |
| RYLEY FREIBERG | |||||||
| W6360 BRUNNER SQUARE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| SAVANNA SOUL | |||||||
| 3550 HICKORY DRIVE | PHILLIPS | WI | 54555 | NONE | N/A | SCHOLARSHIP | $500 |
| SCHIELD FAMILY BRANDS EMPLOYEE LITE FOUNDATION INC | |||||||
| ONE WEATHER SHIELD PLAZA | MEDFORD | WI | 54451 | NONE | 501(C)(3) FOUNDATION | CHARITABLE CONTRIBUTION | $44,515 |
| SHERIDAN KALANDER | |||||||
| W5275 BENNETT RD | PRENTICE | WI | 54556 | NONE | N/A | SCHOLARSHIP | $1,500 |
| WYATT DOHRWARDT | |||||||
| W51323 DASSOW | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,398 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXIS BURNS | |||||||
| 32059 300TH AVE | HOLCOMBE | WI | 54745 | NONE | N/A | SCHOLARSHIP | $750 |
| ALEXIS GIBSON | |||||||
| 10 WILLOW LANE | LADYSMITH | WI | 54848 | NONE | N/A | SCHOLARSHIP | $500 |
| ALLISON SHATWELL | |||||||
| W8884 APPLE AVE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| ALYSSA LOERTSCHER | |||||||
| N6205 ST HWY 13 | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| AUSTIN HILGART | |||||||
| 774 2ND AVE N | PARK FALLS | WI | 54552 | NONE | N/A | SCHOLARSHIP | $750 |
| AUSTIN SCHWILK | |||||||
| 26390 MORSE CUTOFF RD | GLIDDEN | WI | 54527 | NONE | N/A | SCHOLARSHIP | $750 |
| BRADY LOERTSCHER | |||||||
| W5348 STATE HWY 64 | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| BRADY WEBSTER | |||||||
| 25485 293RD AVE | HOLCOMBE | WI | 54745 | NONE | N/A | SCHOLARSHIP | $750 |
| BROOKE STERBA | |||||||
| N4864 CTY RD I | TONY | WI | 54563 | NONE | N/A | SCHOLARSHIP | $750 |
| CAGE PURDY | |||||||
| 880 VEGA LANE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| CAILIN CAPRA | |||||||
| 630 LINDEN | RICE LAKE | WI | 54868 | NONE | N/A | SCHOLARSHIP | $750 |
| CHEYAN SHACKELTON | |||||||
| 26250 275TH SE | HOLCOMBE | WI | 54745 | NONE | N/A | SCHOLARSHIP | $750 |
| DAIN STRICK | |||||||
| 569 MEDFORD AVE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| EMILY ZIRNGIBLE | |||||||
| 540 ZIRNGIBLE CIRCLE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| HUNTER SCHOENBORN | |||||||
| N8133 NAIL CREEK RD | LADYSMITH | WI | 54848 | NONE | N/A | SCHOLARSHIP | $750 |
| JACOB EVERT | |||||||
| 701 S MAIN ST | COLBY | WI | 54421 | NONE | N/A | SCHOLARSHIP | $500 |
| JACOB MAHNER | |||||||
| 1126 B S 8TH | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| JARED MIESBAUER | |||||||
| 12501 S PARK RD | BUTTERNUT | WI | 54514 | NONE | N/A | SCHOLARSHIP | $500 |
| JENNIFER RUDESILL | |||||||
| 520 COLLEGE AVE | LADYSMITH | WI | 54848 | NONE | N/A | SCHOLARSHIP | $750 |
| JOSEPH BINNING | |||||||
| W7801 ST RD 70 | FIFIELD | WI | 54524 | NONE | N/A | SCHOLARSHIP | $750 |
| KAITLIN VESNEFSKY | |||||||
| W6348 COUNTY RD A | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| KAYLEE BERRY | |||||||
| N2075 ORIOLE DRIVE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $750 |
| KENDRA HOFFMAN | |||||||
| 912 PLISCH ST | ATHENS | WI | 54411 | NONE | N/A | SCHOLARSHIP | $750 |
| KERI FETTING | |||||||
| 1012 N VITCENDA LANE | EXELAND | WI | 54835 | NONE | N/A | SCHOLARSHIP | $750 |
| KYLE ANNALA | |||||||
| N8768 OLAH LANE | WESTBORO | WI | 54490 | NONE | N/A | SCHOLARSHIP | $500 |
| MARGARET HAMANN | |||||||
| W8642 PINE AVE | MEDFORD | WI | 54451 | NONE | N/A | SCHOLARSHIP | $500 |
| MARISA EVERT | |||||||
| 701 S MAIN ST | COLBY | WI | 54421 | NONE | N/A | SCHOLARSHIP | $750 |
| MIKAYLA KNUCKEY | |||||||
| W3416 CTH W | WINTER | WI | 54896 | NONE | N/A | SCHOLARSHIP | $750 |
| MIRANDA KOPRAS | |||||||
| N2662 CEDAR SWAMP | WEYERHAUSER | WI | 54895 | NONE | N/A | SCHOLARSHIP | $750 |
| RORY CEGIELSKI | |||||||
| 420 N STATE HWY 182 | PARK FALLS | WI | 54552 | NONE | N/A | SCHOLARSHIP | $500 |
| SHAWNA ANNALA | |||||||
| N8768 OLAH LANE | WESTBORO | WI | 54490 | NONE | N/A | SCHOLARSHIP | $750 |
| THOMAS TESMER | |||||||
| PO BOX 3 | FIFIELD | WI | 54524 | NONE | N/A | SCHOLARSHIP | $750 |
| TRISTIAN WEINZATL | |||||||
| 1120 FAYETTE AVE | RIB LAKE | WI | 54470 | NONE | N/A | SCHOLARSHIP | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,208 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,208 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE SCHIELD COMPANIES FOUNDATION INC HEREBY ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY $2,888 OF THE CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FOR PRIOR TAX YEARS 2007 AND 2008 (LINE 4B). THE 2010 QUALIFYING DISTRIBUTIONS THAT REMAIN AFTER REDUCING THE 2009 AND PRIOR YEARS' UNDISTRIBUTED INCOME SHALL BE APPLIED TO THE 2010 DISTRIBUTABLE AMOUNT (LINE 4D). | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEATHER SHIELD MFG., INC. AGENCY - NICOLET NATIONAL BANK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $341,652 | BookValueAmt |
| EOYFMV | $412,555 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIPS PAYABLE | Desc |
| BOY Book Value | $19,750 | BOYBookValueAmt |
| EOY Book Value | $22,750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MID WISCONSIN BANK AGENCY FEES | CategoryTxt |
| Amt | $1,807 | Amt |
| Net Investment Income | $1,807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,088 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |