SCHIELD COMPANIES FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCHIELD COMPANIES FOUNDATION INC (EIN 39-1362989)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201211289349100816
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-07T09:55:54-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391362989 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIELD COMPANIES FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHI | NameControl |
| Phone | 7157482100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1 |
| City | MEDFORD | City |
| State | WI | State |
| ZIP Code | 544510309 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN SCHIELD | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 7157482100 | Phone |
| Date Signed | 2012-04-23 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 456033 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 94 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 53 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9684 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9684 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6238 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 77326 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6238 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 16016 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15975 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1613 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1613 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 287 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1900 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1613 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 26400 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1613 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10384 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14362 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 14345 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17386 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17386 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 171 | PrepaidExpensesBOY |
| Investments Other BOY | 444136 | InvestmentsOtherBOY |
| Investments Other EOY | 435498 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 438647 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 458652 | TotalAssetsBOY |
| Total Assets EOY | 452884 | TotalAssetsEOY |
| Total Assets EOYFMV | 456033 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 116 | AccountsPayableEOY |
| Other Liabilities BOY | 16500 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 21000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 16500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21116 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 442152 | CapitalStockBOY |
| Capital Stock EOY | 431768 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 442152 | TotalNetAssetsBOY |
| Total Net Assets EOY | 431768 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 458652 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 452884 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 442152 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10384 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 431768 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 431768 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 116.333 T ROWE PRICE EQUITY INC #71 | P | 2010-10-28 | 2011-08-11 | 2500 | 2564 | -64 | -64 |
| 113.276 T ROWE PRICE EQUITY INC #71 | P | 2010-10-28 | 2011-08-15 | 2500 | 2496 | 4 | 4 |
| 92.081 T ROWE PRICE EQUITY INC #71 | P | 2010-10-28 | 2011-08-24 | 2000 | 2029 | -29 | -29 |
| 222.717 T ROWE PRICE EQUITY INC #71 | P | 2010-10-28 | 2011-08-31 | 5000 | 4909 | 91 | 91 |
| 82.359 VAN PRIMECAP #59 | P | 1999-12-16 | 2011-08-11 | 5000 | 5209 | -209 | -209 |
| 80.257 VAN PRIMECAP #59 | P | 1999-12-16 | 2011-08-15 | 5000 | 5076 | -76 | -76 |
| 78.827 VAN PRIMECAP #59 | P | 1999-12-16 | 2011-08-31 | 5000 | 4985 | 15 | 15 |
| 15.625 VAN WELLINGTON #21 | P | 1996-05-16 | 2011-04-18 | 500 | 395 | 105 | 105 |
| 901.226 VAN WINDSOR II #73 | P | 1996-05-16 | 2011-05-13 | 25000 | 20207 | 4793 | 4793 |
| 209.732 VAN WINDSOR II #73 | P | 1996-05-16 | 2011-08-11 | 5000 | 4702 | 298 | 298 |
| 128.609 VAN WINDSOR II #73 | P | 1996-05-16 | 2011-08-15 | 3151 | 2884 | 267 | 267 |
| 75.472 VAN WINDSOR II #73 | P | 1997-06-26 | 2011-08-15 | 1849 | 2101 | -252 | -252 |
| 83.368 VAN WINDSOR II #73 | P | 1997-06-26 | 2011-08-24 | 2000 | 2321 | -321 | -321 |
| 402.739 VAN WINDSOR II #73 | P | 1997-06-26 | 2011-08-31 | 10000 | 11210 | -1210 | -1210 |
| CAPITAL GAINS DIVIDENDS | P | 2826 | 2826 | 2826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6238 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 287 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 287 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 287 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 171 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 171 | TotalCreditsAndPayments |
| Tax Due | 116 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STARLA M RUESCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7157482100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEATHER SHIELD PLAZA PO BOX 309 | AddressLine1 |
| City | MEDFORD | City |
| State | WI | State |
| ZIP Code | 54451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| EDWARD L SCHIELD | ||||||||
| PO BOX 309 | MEDFORD | WI | 54451 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| KEVIN L SCHIELD | ||||||||
| 610 MUSKY LANE | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 455172 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13887 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 469059 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 469059 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7036 | CashDeemedCharitable |
| Net Noncharitable Assets | 462023 | NetNoncharitableAssets |
| Minimum Investment Return | 23101 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23101 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 287 | TaxBasedOnInvestmentIncome |
| Total Tax | 287 | TotalTax |
| Distributable Amount Before Adj | 22814 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22814 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22814 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 20000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22814 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 18117 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| Applied To Year1 | 18117 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1883 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 20931 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALEC SIME | |||||||
| 28531 264TH | HOLCOMBE | WI | 54745 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ALYSSA BRUNNER | |||||||
| N585 PLEASANT VIEW TRAIL | NEW AUBURN | WI | 54757 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| ANDREW ELLENBECKER | |||||||
| 601 ALLEN ST | ATHENS | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| ANN DESJARLAIS | |||||||
| 410 MENASHA AVE | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BRADLEY WEILER | |||||||
| 625 E 4TH ST | OWEN | WI | 54460 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BRANT STANNERT | |||||||
| 63 ACRI MEADOW RD | ENOLA | PA | 17025 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| CASEY HENRICHS | |||||||
| 429 E CTH A | STETSONVILLE | WI | 54480 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| CASSANDRA TINGO | |||||||
| W5354 ALLMAN | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| CATHRINA GEBERT | |||||||
| W7192 CTH M | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| CODY LOERTSCHER | |||||||
| N5600 CTH C | RIB LAKE | WI | 54470 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| COLTON FREIBERG | |||||||
| W6360 BRUNNER SQ | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DEREK ZENNER | |||||||
| W8054 HWY 64 | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DUSTIN DASSOW | |||||||
| N4578 ORIOLE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DYLAN NEIBAUER | |||||||
| 1145 1ST AVE N | PARK FALLS | WI | 54552 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| FRANKLIN MILLER | |||||||
| W5773 MAIN VALLEY RD | TONY | WI | 54563 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| HEATHER STUDINGER | |||||||
| 915 HIGHLAND LN | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| HILARY THUMS | |||||||
| 525 LAKE SHORE DR | RIB LAKE | WI | 54470 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| JESSICA BEHNKE | |||||||
| N4213 STATE RD 40 | BRUCE | WI | 54819 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| JESSICA JENSEN | |||||||
| 218 LELIA | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JOSHUA LENTZ | |||||||
| N936 WATER | CURTISS | WI | 54422 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JULIE FLEISCHMANN | |||||||
| N1860 APPLE AVE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| KATEE WEISS | |||||||
| W4974 APPALOOSA LN | WESTBORO | WI | 54490 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| LEE KOSTICK | |||||||
| W8472 CTY D | CORINTH | WI | 54731 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MELISSA ALDRIDGE | |||||||
| 1571 LAKE DR | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MICHAELA WEISSER | |||||||
| N3938 LAKE DRIVE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| PAIGE BERNITT | |||||||
| N4677 CTH 00 | ELAND | WI | 54427 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| RACHEL SOSSAMON | |||||||
| 3631 NELSON RD | DORCHESTER | WI | 54425 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| RONALD JUEDES JR | |||||||
| 937 N SHATTUCK | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| RYAN GILLES | |||||||
| W3823 CTH O | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| SARAH BRECKE | |||||||
| 11258 EAGLE RD | MARSHFIELD | WI | 54449 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| STEPHANIE SLESAR | |||||||
| 211 DOUGLAS DR | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| TRAVIS STROIK | |||||||
| 6454 CTY RD HH | STEVENS POINT | WI | 54481 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALEC SIME | |||||||
| 28531 264TH | HOLCOMBE | WI | 54745 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ALEXANDRA COOLEY | |||||||
| 406 PHILLIPS AVE E | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| AMBER KELLY | |||||||
| 106 W PARKE CT | MARSHALL | IN | 47859 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ANN DESJARLAIS | |||||||
| 410 MENASHA AVE | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ASHLEY DAHL | |||||||
| N3537 CTH C | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BRANDON HOMEYER | |||||||
| W6184 BUEHLER LANE | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BRANDON ORTH | |||||||
| 49631 CEMETARY AVE | ABBOTSFORD | WI | 54405 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| BRENNA CONWAY | |||||||
| 522 W 4TH ST N | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| CODY LOERTSCHER | |||||||
| N5600 CTH C | RIB LAKE | WI | 54470 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| CORTNEY BLACK | |||||||
| 398 COUNTY RD 136 | GLENWOOD SPRINGS | CO | 81601 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| DANIELLE PETERSON | |||||||
| N4685 CTY RD E | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DAVIS ZUBKE | |||||||
| 1460 CTY RD A | ATHENS | WI | 54411 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| DYLAN NEIBAUER | |||||||
| 1145 1ST AVE N | PARK FALLS | WI | 54552 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ELIZABETH HEBDA | |||||||
| W458 CENTER RD | DORCHESTER | WI | 54425 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| EMILY BEDROSKE | |||||||
| 304 W PARK | MARSHFIELD | WI | 54449 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| EMILY NELSON | |||||||
| N3733 STROM RD | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| EMILY SZUTKOWSKI | |||||||
| W19268 HEMLOCK ST | ELAND | WI | 54427 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ERIN VAN WINKLE | |||||||
| 1282 BOWDOIN CT | PAINESVILLE | OH | 44077 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| FRANKLIN MILLER | |||||||
| W5773 MAIN VALLEY RD | TONY | WI | 54563 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| GIANA ZUBKE | |||||||
| 1460 CTY RD A | ATHENS | WI | 54411 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| HEIDI LANGTEAU | |||||||
| W4378 CTH A | STETSONVILLE | WI | 54480 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JAKE PEGGAR | |||||||
| 1014 W 6TH ST N | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| JASON PRINCE | |||||||
| 1304 N RIDGE DR | LADYSMITH | WI | 54848 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| JOHN KOSMALSKI | |||||||
| 8825 ST RD 66 | ROSHOLT | WI | 54473 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JORDAN DERBER | |||||||
| 1750 SPRUCE LN | STEVENS POINT | WI | 54481 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| JOSHUA LENTZ | |||||||
| N936 WATER | CURTISS | WI | 54422 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KAITLYN NOLAND | |||||||
| N4477 CTH C | RIB LAKE | WI | 54470 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KARL BOOTH | |||||||
| N5778 HWY 40 | BRUCE | WI | 54819 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| KATHLEEN LINDAU | |||||||
| W1721 CENTER RD | DORCHESTER | WI | 54425 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MEGAN VAN WINKLE | |||||||
| 1282 BOWDOIN CT | PAINESVILLE | OH | 44077 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| MICHAYLA BRAGG | |||||||
| 13351 ABILENE STREET | BRIGHTON | CO | 80601 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| ROMAN LEISER | |||||||
| 323 SHATTUCK ST | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| RYAN GILLES | |||||||
| W3823 CTH O | MEDFORD | WI | 54451 | NONE | INDIVIDUAL | SCHOLARSHIP | $500 |
| SHANNON MAHAL | |||||||
| W5320 BUTLER ST | SHELDON | WI | 54766 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| TYLER TOWNSEND | |||||||
| 4224 SEQUOIA CT | STEVENS POINT | WI | 54481 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 21000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,684 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,238 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,016 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16016 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
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). | Election |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEATHER SHIELD MFG., INC. AGENCY - MID WISCONSIN BANK | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 435498 | BookValue |
| EOYFMV | 438647 | EOYFMV |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIPS PAYABLE | Description |
| BOY Book Value | 16500 | BOYBookValue |
| EOY Book Value | 21000 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MID WISCONSIN BANK AGENCY FEES | Category |
| Amount | $1,613 | Amount |
| Net Investment Income | 1613 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | Category |
| Amount | $287 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |