2012-05-07T09:55:54-05:00 2011-12-31 990PF 2011-01-01 391362989 SCHIELD COMPANIES FOUNDATION INC SCHI 7157482100 PO BOX 309 MEDFORD WI 544510309 KEVIN SCHIELD 7157482100 2012-04-23 2011 2016-02-24 21:20:13Z X 456033 X X 94 53 9684 9684 6238 77326 6238 16016 15975 0 0 0 1613 1613 0 287 0 0 1900 1613 0 24500 20000 26400 1613 20000 -10384 14362 14345 17386 17386 171 444136 435498 438647 458652 452884 456033 116 16500 21000 16500 21116 X 442152 431768 0 0 0 0 442152 431768 458652 452884 442152 -10384 0 431768 0 431768 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 6238 1 287 0 287 0 287 171 171 116 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 0.00 0 0 0 KEVIN L SCHIELD 610 MUSKY LANE MEDFORD WI 54451 0.00 0 0 0 MARK A SCHIELD N2236 CRANE MEDFORD WI 54451 0.00 0 0 0 STARLA M RUESCH PO BOX 309 MEDFORD WI 54451 0.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 455172 13887 0 469059 0 0 469059 7036 462023 23101 23101 287 287 22814 0 22814 0 22814 20000 0 20000 0 20000 22814 18117 0 0 20000 18117 0 0 1883 0 0 0 0 0 0 0 0 20931 0 0 0 X ALEC SIME 28531 264TH HOLCOMBE WI 54745 NONE INDIVIDUAL SCHOLARSHIP 500 ALYSSA BRUNNER N585 PLEASANT VIEW TRAIL NEW AUBURN WI 54757 NONE INDIVIDUAL SCHOLARSHIP 1000 ANDREW ELLENBECKER 601 ALLEN ST ATHENS WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 CASSANDRA TINGO W5354 ALLMAN MEDFORD WI 54451 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 JESSICA BEHNKE N4213 STATE RD 40 BRUCE WI 54819 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 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 1000 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 20000 ALEC SIME 28531 264TH HOLCOMBE WI 54745 NONE INDIVIDUAL SCHOLARSHIP 500 ALEXANDRA COOLEY 406 PHILLIPS AVE E LADYSMITH WI 54848 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 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 1000 JASON PRINCE 1304 N RIDGE DR LADYSMITH WI 54848 NONE INDIVIDUAL SCHOLARSHIP 1000 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 1000 TYLER TOWNSEND 4224 SEQUOIA CT STEVENS POINT WI 54481 NONE INDIVIDUAL SCHOLARSHIP 1500 21000 14 94 14 9684 18 6238 0 16016 0 16016 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 - MID WISCONSIN BANK AT COST 435498 438647 SCHOLARSHIPS PAYABLE 16500 21000 MID WISCONSIN BANK AGENCY FEES 1613 1613 0 EXCISE TAX ON INVESTMENT INCOME 287 0 0