SCHIELD COMPANIES FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SCHIELD COMPANIES FOUNDATION INC (EIN 39-1362989)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349102603
- Schema version
- 2014v5.0
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T13:55:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-04-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $554,969 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,041 | 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 | $1,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,523 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $409,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $413,767 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $537,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $429,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $554,969 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $867 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $544 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $23,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,544 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $404,884 | CapitalStockBOYAmt |
| Capital Stock EOY | $414,746 | 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 | $404,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $414,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $414,746 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $414,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 71.736 ASTON MONTAG & CALDWELL | P | 2014-06-06 | 2014-10-15 | $1,987 | $2,101 | -$114 | -$114 |
| 32.263 VANGUARD WELLINGTON-ADM | P | 2013-12-26 | 2014-06-16 | $2,216 | $2,107 | $109 | $109 |
| 96.993 PIMCO LOW DURATION FUND | P | 2013-08-02 | 2014-10-15 | $998 | $998 | $0 | $0 |
| 62.403 T ROWE PRICE EQUITY INC FD | P | 2010-10-28 | 2014-10-15 | $1,986 | $1,375 | $611 | $611 |
| 22.633 VANGUARD 500 INDEX FUND ADM | P | 1999-12-20 | 2014-08-08 | $4,046 | $2,881 | $1,165 | $1,165 |
| 341.709 VANGAURD INTM TERM CORP-ADM | P | 2011-08-24 | 2014-08-08 | $3,397 | $3,452 | -$55 | -$55 |
| 200 VANGUARD INTM TERM CORP-ADM | P | 2011-08-24 | 2014-10-15 | $2,004 | $2,020 | -$16 | -$16 |
| 38.861 VANGUARD PRIMECAP FUND-ADM | P | 1999-12-16 | 2014-08-08 | $4,044 | $2,551 | $1,493 | $1,493 |
| 79.247 VANGUARD PRIMCECAP FUND ADM | P | 1999-12-16 | 2014-10-15 | $7,988 | $5,202 | $2,786 | $2,786 |
| 165.289 VANGUARD VALUE INDEX FD | P | 2013-08-02 | 2014-10-15 | $4,945 | $4,651 | $294 | $294 |
| 364.166 VANGUARD WELLINGTON-ADM | P | 1996-05-16 | 2014-06-06 | $25,073 | $18,740 | $6,333 | $6,333 |
| 364.857 VANGUARD WELLINGTON-ADM | P | 1996-05-16 | 2014-06-13 | $25,062 | $18,775 | $6,287 | $6,287 |
| 49.157 VANGUARD WELLINGTON-ADM | P | 1996-05-16 | 2014-06-16 | $3,376 | $2,530 | $846 | $846 |
| 15.16 VANGUARD WELLINGTON-ADM | P | 2013-03-28 | 2014-06-16 | $1,041 | $941 | $100 | $100 |
| 44.796 VANGUARD WINDSOR II FUND-ADM | P | 1997-06-26 | 2014-08-08 | $3,034 | $2,211 | $823 | $823 |
| 75.827 VANGUARD WINDSOR II FUND-ADM | P | 1997-06-26 | 2014-10-15 | $4,930 | $3,743 | $1,187 | $1,187 |
| CAPITAL GAINS DIVIDENDS | P | $17,451 | $17,451 | $17,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,300 | 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 | $981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $256 | OverpaymentAmt |
| Applied To ES Tax | $256 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | STARLA M RUESCH | 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 |
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 |
| STARLA M RUESCH | ||||||||
| PO BOX 309 | 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 | $544,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $559,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $981 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $981 | TotalTaxAmt |
| Distributable Before Adj | $26,594 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,594 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,594 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,182 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,337 | ExcessFromYear2Amt |
| Excess From Year1 | $14,605 | ExcessFromYear1Amt |
| Excess From Current Year | $19,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARIC SPENCER | |||||||
| N3829 CTH Q | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| ALEXANDER DAHL | |||||||
| N3537 CTH C | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ASHLEY DAHL | |||||||
| N3537 CTH C | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BLAKE SMOLA | |||||||
| N3869 CTH C | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| BRANDON HOMEYER | |||||||
| W6184 BUEHLER LANE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| COLE LOERTSCHER | |||||||
| N6205 ST HWY 13 | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| COLLYN HEIER | |||||||
| N2703 CTH Q | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| DANIELLE PETERSON | |||||||
| N4685 CTY RD E | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DANIELLE TINGO | |||||||
| W5354 ALLMAN | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ELIZABETH HEBDA | |||||||
| W458 CENTER RD | DORCHESTER | WI | 54425 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ERIN VAN WINKLE | |||||||
| 1282 BOWDOIN CT | PAINESVILLE | OH | 44077 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| GIANA ZUBKE | |||||||
| 1460 CTY RD A | ATHENS | WI | 54411 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| HARLEY J LATTAMER MEMORIAL SCHOLARSHIP | |||||||
| 27331 262ND AVE | HOLCOMBE | WI | 54745 | NONE | 501(C)(3) ORGANIZATI | SCHOLARSHIP | $1,000 |
| JOHN VILLARI | |||||||
| 15 TEAK CT | CHERRY HILL | NJ | 08003 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JORGEN HAMANN | |||||||
| W8942 PINE AVE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KAITLYN NOLAND | |||||||
| N4477 CTH C | RIB LAKE | WI | 54470 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KATELYNN HOMEYER | |||||||
| W6184 BUEHLER LANE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| KATHLEEN LINDAU | |||||||
| W1721 CENTER RD | DORCHESTER | WI | 54425 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KATLIN ALDRIDGE | |||||||
| 1571 PINE GROVE DR | MOSINEE | WI | 54455 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MICHAEL PEGGAR | |||||||
| 1014 W 6TH ST N | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| MOLLY WEBSTER | |||||||
| 25486 293RD AVE | HOLCOMBE | WI | 54745 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MONICA BENNETT | |||||||
| 216 N 7TH | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| MORGAN THUMS | |||||||
| 525 LAKE SHORE DR | RIB LAKE | WI | 54470 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| NICOLE VILLARI | |||||||
| 15 TEAK CT | CHERRY HILL | NJ | 08003 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| NICOLE WHITE | |||||||
| W9149 PORT ARTHUR RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ROMAN LEISER | |||||||
| 323 SHATTUCK ST | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| RYAN BRODERICK | |||||||
| 4861 S COBBLESTONE | ZIONSVILLE | IN | 46077 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| SABRINA ORTH | |||||||
| 4961 CEMETARY AVE | ABBOTSFORD | WI | 54405 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| SABRINA ORTH | |||||||
| 4961 CEMETARY AVE | ABBOTSFORD | WI | 54405 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| SADIE DASSOW | |||||||
| N2784 GRAHL DRIVE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| SARAH SOUL | |||||||
| W3550 HICKORY | PHILLIPS | WI | 54555 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| SCHIELD FAMILY BRANDS EMPLOYEE LITE FOUNDATION INC | |||||||
| ONE WEATHER SHIELD PLAZA | MEDFORD | WI | 54451 | NONE | 501(C)(3) FOUNDATION | CHARITABLE CONTRIBUTION | $22,334 |
| SHELBY PRINCE | |||||||
| N5355 TWIN CREEK RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| TAYLOR KUHN | |||||||
| 436 CEDAR ST | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,834 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER DAHL | |||||||
| N3537 CTH C | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| AMBER KELLY | |||||||
| 106 W PARKE CT | MARSHALL | IN | 47859 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ASHLEY WHITE | |||||||
| W9148 PORT ARTHUR RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BRENT BUDZINSKI | |||||||
| 5301 THORNAPPLE | WAUSAU | WI | 54401 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BROOKE SMOLA | |||||||
| N3869 CTH C | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| CURTIS PETERSON | |||||||
| N4685 CTY RD E | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DANIELLE PETERSON | |||||||
| N4685 CTY RD E | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DAVID COOLEY | |||||||
| 406 PHILLIPS AVE E | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DILLON PETERSON | |||||||
| 224 E OAK ST | STRATFORD | WI | 54484 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DREW CZYSCON | |||||||
| W10866 PETERSON RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| EMILY NELSON | |||||||
| N3733 STROM RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| EMILY PILLER | |||||||
| N14568 BASSWOOD AVE | ABBOTSFORD | WI | 54405 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| HEIDI LANGTEAU | |||||||
| W4378 CTH A | STETSONVILLE | WI | 54480 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JOHN KOSMALSKI | |||||||
| 8825 ST RD 66 | ROSHOLT | WI | 54473 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JOHN VILLARI | |||||||
| 15 TEAK CT | CHERRY HILL | NJ | 08003 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JORGEN HAMANN | |||||||
| W8942 PINE AVE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KARL BOOTH | |||||||
| N5778 HWY 40 | BRUCE | WI | 54819 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KATELYN HEIER | |||||||
| N2703 CTH Q | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KATHLEEN LINDAU | |||||||
| W1721 CENTER RD | DORCHESTER | WI | 54425 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MADDISON KUHN | |||||||
| 436 CEDAR ST | MEDFORD | WI | 54448 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MICHAYLA BRAGG | |||||||
| 13351 ABILENE STREET | BRIGHTON | CO | 80601 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MITCHELL WEISSER | |||||||
| N4551 ANDERSON LANE | BRUCE | WI | 54819 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MORGAN WEBSTER | |||||||
| 25486 293RD AVE | HOLCOMBE | WI | 54745 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| NICOLE VILLARI | |||||||
| 15 TEAK CT | CHERRY HILL | NJ | 08003 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| SABRINA ORTH | |||||||
| 4961 CEMETARY AVE | ABBOTSFORD | WI | 54405 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| SHYLO ZEHNER | |||||||
| N5901 SHEEP RANCH RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| TAYLOR LAHNALA | |||||||
| 816 MARKET ST | MARATHON | WI | 54448 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| TONIA GRYGA | |||||||
| W2892 WILSON ROAD | GLEN FLORA | WI | 54526 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| TREY WEBB | |||||||
| 1001 E 3RD ST S | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| TRISTIN NELSON | |||||||
| N3733 STROM RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,156 | 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 | $413,767 | BookValueAmt |
| EOYFMV | $537,446 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIPS PAYABLE | Desc |
| BOY Book Value | $23,500 | BOYBookValueAmt |
| EOY Book Value | $16,000 | 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 | $1,971 | Amt |
| Net Investment Income | $1,971 | 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 | $981 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |