2018-05-15T12:42:50-05:00 2017-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990PF 2017-01-01 396764154 SHOCKLEY FOUNDATION SHOC 3869561806 796 ALDENHAM LANE ORMOND BEACH FL 32174 TERRY SHOCKLEY PRESIDENT 6087709440 2018-05-09 1 HEIDI KONKEL P00503121 6082741980 2018-05-09 216.54.158.12 2018-05-09 13:00:12 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D39DFCF308E29798099C6E98D97B6F6C3915D4BA 2017 2021-01-29 14:40:06Z X X 159817 X X 2713 2713 8501 54927 8501 11214 11214 0 0 0 1800 900 0 1443 1443 0 600 0 0 25 25 0 3868 2368 0 17000 17000 20868 2368 17000 -9654 8846 2505 12512 12512 119366 104138 147305 4433 0 0 126304 116650 159817 0 0 X 0 0 0 0 126304 116650 126304 116650 126304 116650 126304 -9654 0 116650 0 116650 ALTRIA GROUP IN 2016-09-07 2017-03-01 3168 2804 364 364 AMGEN INC, AMGN, XXX-XX-XXXX 2016-09-07 2017-01-05 1971 2214 -243 -243 BANK OF AMERICA CORP, BAC, XXX-XX-XXXX 2017-03-01 2017-08-16 1241 1304 -63 -63 HILTON GRAND VACATIONS INC COM, HGV, 43283X105 2016-11-23 2017-01-09 13 11 2 2 SELECT SECTOR SPDR TR HEAL TH CARE FORMER, XLV, 81369Y209 2016-09-07 2017-01-26 4237 4443 -206 -206 SMUCKER J M CO COM NEW, SJM, XXX-XX-XXXX 2016-09-07 2017-08-30 3314 4349 -1035 -1035 VANGUARD INDEX FDS VANGUARD REIT ETF FOR, VNQ, XXX-XX-XXXX 2016-09-07 2017-03-01 4164 4433 -269 -269 VANGUARD SPECIALIZEDPORTFOLIOS DIV APPRE, VIG, XXX-XX-XXXX 2016-12-08 2017-05-30 8397 7870 527 527 WASTE MANAGEMENT INC, WM, 94106L109 2016-07-05 2017-01-26 4549 4429 120 120 CELGENE CORP, CELG, XXX-XX-XXXX 2009-10-14 2017-12-31 3940 884 3056 3056 DISNEY WALT CO, DIS, XXX-XX-XXXX 2012-06-11 2017-12-31 4886 2139 2747 2747 ISHARES S&P MID CAP 400 GROWTH ETF, IJK, XXX-XX-XXXX 2016-09-07 2017-12-21 5419 4477 942 942 ISHARES TR RUS MID CAP ETF, IWR, XXX-XX-XXXX 2016-09-07 2017-12-21 5197 4405 792 792 NIKE INC CLASS B, NKE, XXX-XX-XXXX 2012-03-05 2017-12-31 1972 1008 964 964 STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX 2013-07-29 2017-01-11 1678 1048 630 630 VISA INC COM CL A, V, 92826C839 2015-02-05 2017-01-11 733 608 125 125 CAPITAL GAINS DIVIDENDS P 48 48 48 8501 0 37500 150284 0.249528 177604 294719 0.602621 147024 405976 0.362149 173550 485779 0.357261 121899 562868 0.216568 1.788127 0.357625 151680 54245 88 54333 17000 177 0 177 0 177 760 0 0 760 0 583 583 0 0 0 0 0 0 0 0 0 0 0 0 1 WI FL 1 0 0 0 0 1 N/A TERRY SHOCKLEY 3869561806 796 ALDENHAM LANE ORMOND BEACH FL 32174 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY K SHOCKLEY 796 ALDENHAM LANE ORMOND BEACH FL 32174 TRUSTEE 1.00 0 0 0 SANDRA K SHOCKLEY 796 ALDENHAM LANE ORMOND BEACH FL 32174 TRUSTEE 1.00 0 0 0 TONI K PETERSON 4190 TRILLIUM LANE E MINNETRISTA MN 55364 TRUSTEE 0.00 0 0 0 TODD L SHOCKLEY 3231 N WILTON 1 CHICAGO IL 60657 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 147095 6895 0 153990 0 0 153990 2310 151680 7584 7584 177 177 7407 0 7407 0 7407 17000 0 17000 0 17000 7407 0 0 93858 150561 128477 164660 30746 568302 17000 0 0 0 7407 9593 0 0 577895 0 0 0 0 0 0 93858 484037 150561 128477 164660 30746 9593 X ALDO LEOPOLD NATURE CENTER 330 FEMRITE DR MONONA WI 53716 N/A 501(C)(3) GENERAL OPERATING EXPENSES 500 BROADCAST FOUNDATION OF AMERICA 125 W 55TH ST NEW YORK NY 10019 N/A 501(C)(3) GENERAL OPERATING EXPENSES 1000 DEBRAY GOLF & CC 300 PLANTATION CLUB DR DEBARY FL 32713 N/A 501(C)(3) GENERAL OPERATING EXPENSES 500 KIWANIS FOUNDATION 3636 WOODVIEW TRACE INDIANAPOLIS IN 46268 N/A 501(C)(3) GENERAL OPERATING EXPENSES 2500 NATIONAL WRESTLING HALL OF FAME 405 W HALL OF FAME AVE STILLWATER OK 74075 N/A 501(C)(3) GENERAL OPERATING EXPENSES 10000 ROCK ISLAND MILAN EDUCATION FOUNDATION 2101 SIXTH AVE ROCK ISLAND IL 612012296 N/A 501(C)(3) GENERAL OPERATING EXPENSES 500 WISCONSIN BROADCASTERS ASSOCIATION FOUNDATION INC 44 EAST MIFFLIN STREET SUITE 900 MADISON WI 53703 N/A 501(C)(3) GENERAL OPERATING EXPENSES 2000 17000 0 14 2713 531390 18 8501 0 11214 0 11214 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1800 900 0 ABBVIE INC COM 5443 8124 ALPHABET INC CAP STK CL C 5498 7325 ALTRIA GROUP INC 1669 1785 AMAZON.COM INC 6374 9356 APPLE INC 1282 7108 BERKSHIRE HATHAWAY INC DEL CL B NEW 2596 6541 CELGENE CORP 276 1044 CLOROX CO 5087 5801 COSTCO WHOLESALE CORP 4363 5211 DISNEY WALT CO 93 215 FACEBOOK INC COM 1206 1235 GOLDMAN SACHS GROUP INC 3105 6879 ILTON GRAND VACATIONS INC COM 409 797 HILTON WORKDWIDE HLDGS INC 3136 5191 JP MORGAN CHANGE & CO 6874 10373 NIKE INC CLASS B 409 938 PARK HOTELS RESORTS INC COM 1050 1208 STARBUCKS CORP COM 1843 2929 VISA INC COM 3557 5701 SPDR SER TR S&P DIVID ETF 2686 2929 VANGUARD FTSE DEVELOPED MARKET ETF 1733 1839 VANGUARD INDEX FDS VANGUARD GROWTH ETF 7365 8720 VANGUARD INDEX FDS VANGUARD SMALL CAP 13262 15924 VANGUARD INDEX FDS VANGUARD VALUE ETF 11556 14566 VANGUARD SPECIALIZED PORTFOLIOS DIV 6224 7346 VANGUARD WHITEHALL FDS HIGH DIVIDENDS 7042 8220 OTHER EXPENSES 25 25 0 INVESTMENT FEES 1443 1443 0 FEDERAL INCOME TAXES 600 0 0