2015-05-12T13:55:39-05:00 2014-12-31 990PF 2014-01-01 391362989 SCHIELD COMPANIES FOUNDATION INC SCHI 7157482100 PO BOX 309 MEDFORD WI 544510309 KEVIN SCHIELD VICE PRESIDENT 7157482100 2015-04-20 2014 2016-03-07 17:11:31Z X 554969 X X 32 32 11824 11709 39300 113578 39300 51156 51041 0 0 0 1971 1971 0 981 0 0 8 0 0 2960 1971 0 38334 45834 41294 1971 45834 9862 49070 19637 17523 17523 409614 413767 537446 429251 431290 554969 867 544 23500 16000 24367 16544 X 404884 414746 0 0 0 0 404884 414746 429251 431290 404884 9862 0 414746 0 414746 71.736 ASTON MONTAG & CALDWELL P 2014-06-06 2014-10-15 1987 2101 -114 -114 32.263 VANGUARD WELLINGTON-ADM P 2013-12-26 2014-06-16 2216 2107 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 1986 1375 611 611 22.633 VANGUARD 500 INDEX FUND ADM P 1999-12-20 2014-08-08 4046 2881 1165 1165 341.709 VANGAURD INTM TERM CORP-ADM P 2011-08-24 2014-08-08 3397 3452 -55 -55 200 VANGUARD INTM TERM CORP-ADM P 2011-08-24 2014-10-15 2004 2020 -16 -16 38.861 VANGUARD PRIMECAP FUND-ADM P 1999-12-16 2014-08-08 4044 2551 1493 1493 79.247 VANGUARD PRIMCECAP FUND ADM P 1999-12-16 2014-10-15 7988 5202 2786 2786 165.289 VANGUARD VALUE INDEX FD P 2013-08-02 2014-10-15 4945 4651 294 294 364.166 VANGUARD WELLINGTON-ADM P 1996-05-16 2014-06-06 25073 18740 6333 6333 364.857 VANGUARD WELLINGTON-ADM P 1996-05-16 2014-06-13 25062 18775 6287 6287 49.157 VANGUARD WELLINGTON-ADM P 1996-05-16 2014-06-16 3376 2530 846 846 15.16 VANGUARD WELLINGTON-ADM P 2013-03-28 2014-06-16 1041 941 100 100 44.796 VANGUARD WINDSOR II FUND-ADM P 1997-06-26 2014-08-08 3034 2211 823 823 75.827 VANGUARD WINDSOR II FUND-ADM P 1997-06-26 2014-10-15 4930 3743 1187 1187 CAPITAL GAINS DIVIDENDS P 17451 17451 17451 39300 1 981 0 981 0 981 1240 1240 3 256 256 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A STARLA M RUESCH 7157482100 ONE WEATHER SHIELD PLAZA PO BOX 309 MEDFORD WI 54451 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 NONE 0 0 544320 15588 0 559908 0 0 559908 8399 551509 27575 27575 981 981 26594 0 26594 0 26594 45834 0 45834 0 45834 26594 0 0 4337 14605 18942 45834 0 0 0 26594 19240 0 0 38182 0 0 0 0 0 0 0 38182 4337 14605 19240 X AARIC SPENCER N3829 CTH Q MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 BRANDON HOMEYER W6184 BUEHLER LANE MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 500 COLE LOERTSCHER N6205 ST HWY 13 MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 COLLYN HEIER N2703 CTH Q MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 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 1000 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 1000 MOLLY WEBSTER 25486 293RD AVE HOLCOMBE WI 54745 NONE INDIVIDUAL SCHOLARSHIP 500 MONICA BENNETT 216 N 7TH MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 MORGAN THUMS 525 LAKE SHORE DR RIB LAKE WI 54470 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 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 1000 SARAH SOUL W3550 HICKORY PHILLIPS WI 54555 NONE INDIVIDUAL SCHOLARSHIP 1000 SCHIELD FAMILY BRANDS EMPLOYEE LITE FOUNDATION INC ONE WEATHER SHIELD PLAZA MEDFORD WI 54451 NONE 501(C)(3) FOUNDATION CHARITABLE CONTRIBUTION 22334 SHELBY PRINCE N5355 TWIN CREEK RD LADYSMITH WI 54848 NONE INDIVIDUAL SCHOLARSHIP 1000 TAYLOR KUHN 436 CEDAR ST MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 45834 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 1000 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 1000 16000 14 32 14 11824 18 39300 0 51156 0 51156 0 0 0 0 0 0 0 0 0 0 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). WEATHER SHIELD MFG., INC. AGENCY - NICOLET NATIONAL BANK AT COST 413767 537446 MISCELLANEOUS 8 0 0 SCHOLARSHIPS PAYABLE 23500 16000 MID WISCONSIN BANK AGENCY FEES 1971 1971 0 EXCISE TAX ON INVESTMENT INCOME 981 0 0