2025-05-14T12:20:31-05:00 2024-12-31 990PF 2024-01-01 391362989 SCHIELD COMPANIES FOUNDATION INC SCHI 7157482100 PO BOX 309 MEDFORD WI 544510309 KEVIN SCHIELD PRESIDENT 7157482100 2025-05-05 1 2024 2025-03-06 01:10:19Z X 515991 X X 29 29 14741 14741 14726 86917 14726 451 451 29947 29947 0 0 0 1677 1677 0 393 0 0 2070 1677 0 36250 31500 38320 1677 31500 -8373 28270 16042 10404 10404 1647 1647 466714 464956 503940 482756 477007 515991 1376 19000 23000 20376 23000 X 462380 454007 0 0 0 0 462380 454007 482756 477007 462380 -8373 0 454007 0 454007 AVANTIS INVESTORS REAL ESTATE ETF P 2023-11-28 2024-01-05 255 240 15 15 BAIRD FDS INC AGGR BD FD INS P 2023-06-26 2024-01-05 3278 3271 7 7 DODGE & COX INCOME FD P 2023-05-16 2024-01-05 4664 4645 19 19 FEDERATED KAUFMAN SMALL CAP FUND IS P 2023-05-16 2024-03-01 901 813 88 88 GMO TRUST RESOURCES FUND P 2023-05-16 2024-01-05 630 656 -26 -26 GOLDMAN SACHS GQG PARTNERS INTL OPP P 2023-05-16 2024-03-01 2816 2363 453 453 GOLDMAN SACHS INTL SM CP R6 P 2023-05-16 2024-01-05 252 245 7 7 INVESCO OPPENHEIMER DEVELOPING MARKETS FD P 2023-05-16 2024-10-23 778 743 35 35 ISHARES TR 10-20 YR TRS ETF P 2023-11-28 2024-01-05 637 606 31 31 JPMORGAN CHASE & CO ALERIAN MLP INDEX P 2023-05-16 2024-05-13 10374 8258 2116 2116 LAZARDS FDS INC GBL INFRA INST P 2023-05-16 2024-01-05 882 878 4 4 MFS INTERNATIONAL EQUITY FUND CLASS R6 P 2023-05-16 2024-01-05 1135 1116 19 19 MFS MID CAP GROWTH CL R6 P 2023-05-16 2024-03-01 2531 2104 427 427 SPDR PORTFOLIO S&P 500 GROWTH ETF P 2023-05-16 2024-03-01 6425 5293 1132 1132 SPDR PORTFOLIO S&P 500 VALUE ETF P 2023-05-16 2024-01-05 5288 4532 756 756 VICTORY SYCAMORE ESTABLISHED VALUE P 2023-05-16 2024-01-05 1008 962 46 46 VICTORY SYCAMORE SMALL COMPANY OPPTY P 2023-05-16 2024-01-05 378 366 12 12 WCM FOCUSED EMRG MARKETS FD INST P 2023-11-28 2024-10-23 371 357 14 14 COLUMBIA INCOME OPPS INST P 2022-11-07 2024-08-22 16581 16498 83 83 FEDERATED KAUFMAN SMALL CAP FUND IS P 2023-05-16 2024-12-18 79 70 9 9 GOLDMAN SACHS GQG PARTNERS INTL OPP P 2023-05-16 2023-06-24 2082 1590 492 492 INVESCO OPPENHEIMER DEVELOPING MARKETS FD P 2023-05-16 2024-10-23 4632 4390 242 242 MFS INTERNATIONAL EQUITY FUND CLASS R6 P 2023-05-16 2024-06-24 1081 987 94 94 MFS MID CAP GROWTH CL R6 P 2023-05-16 2024-06-24 562 451 111 111 SPDR PORTFOLIO S&P 500 GROWTH ETF P 2023-05-16 2024-12-18 6890 4448 2442 2442 SPDR PORTFOLIO S&P 500 VALUE ETF P 2023-05-16 2024-12-18 1409 1092 317 317 VICTORY SYCAMORE ESTABLISHED VALUE P 2023-05-16 2024-06-24 905 806 99 99 WCM FOCUSED EMRG MARKETS FD INST P 2023-05-16 2024-10-23 5198 4411 787 787 CAPITAL GAINS DIVIDENDS P 4895 4895 4895 14726 393 0 393 0 393 2040 0 0 0 2040 0 1647 1647 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JULIE ELLENBECKER 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 0 MARK A SCHIELD PO BOX 524 MEDFORD WI 54451 PRESIDENT 0.00 0 0 0 KEVIN L SCHIELD PO BOX 309 MEDFORD WI 54451 PRESIDENT 0.00 0 0 0 CHRIS SCHIELD N2321 DELLA LANE MEDFORD WI 54451 SECRETARY/TREASURER 0.00 0 0 0 ROBERT FOOTE PO BOX 309 MEDFORD WI 54451 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 497134 22921 0 520055 0 0 520055 7801 512254 25613 25613 393 393 25220 0 25220 0 25220 31500 0 31500 25220 0 0 47786 3230 9803 60819 31500 0 0 0 25220 6280 0 0 67099 0 0 0 0 0 0 47786 19313 3230 9803 6280 X AIDEN SHEA 5818 HEVINA CT PALMETTO FL 34221 NONE I SCHOLARSHIP 1000 ALLISON PALACEK N1627 FARMINGDALE RD MERRILL WI 54452 NONE I SCHOLARSHIP 750 ALLYSON LAHNALA 816 NARJET STREET MARATHON WI 54448 NONE I SCHOLARSHIP 750 AVERY PURDY 880 VEGA LANE MEDFORD WI 54451 NONE I SCHOLARSHIP 2000 BRENDAN BEBEAU 409 N 4TH ST BUTTERNUT WI 54514 NONE I SCHOLARSHIP 750 BRYN FRONK W7172 CEDAR ST MEDFORD WI 54451 NONE I SCHOLARSHIP 2000 CAROLINE KIBLER 16 NORTH HILL RD WAUSAU WI 54403 NONE I SCHOLARSHIP 1000 DAMIAN NERNBERGER W7209 OAK RD WITHEE WI 54498 NONE I SCHOLARSHIP 2000 DEREK ANDRES W11163 JENNESS RD BRUCE WI 54819 NONE I SCHOLARSHIP 2000 HARLEY J LATTAMER MEMORIAL SCHOLARS 27331 262ND AVE HOLCOMBE WI 54745 NONE I SCHOLARSHIP 500 LAINIE HEIZLER 563 SIXTH AVE S PARK FALLS WI 54552 NONE I SCHOLARSHIP 1000 MARISSA FRONK W7172 CEDAR ST MEDFORD WI 54451 NONE I SCHOLARSHIP 750 RYAN OLSON N4709 ROCKY RIDGE RD LADYSMITH WI 54848 NONE I SCHOLARSHIP 1000 SAVANNA SATTLER 85093 CREAMERY RD BUTTERNUT WI 54514 NONE I SCHOLARSHIP 2000 SELENA SANN 10050 N 66TH MERRILL WI 54452 NONE I SCHOLARSHIP 1000 SUSAN DAKE N4091 CASTLE RD MEDFORD WI 54451 NONE I SCHOLARSHIP 1000 TYLER BLODGETT N3815 STATE HWY 40 BRUCE WI 54819 NONE I SCHOLARSHIP 2000 WEATHER SHIELD EMPLOYEE LITE FOUNDATION INC ONE WEATHER SHIELD PLAZA MEDFORD WI 54451 NONE PC CHARITABLE DONATION 9000 WYATT GRACEFFA N14714 S WINTERGREEN LAKE RD PARK FALLS WI 54552 NONE I SCHOLARSHIP 1000 31500 AIDEN SHEA 5818 HEVINA CT PALMETTO FL 34221 NONE I SCHOLARSHIP 1000 ALEXIS NERNBERGER W7709 OAK RD WITHEE WI 54498 NONE I SCHOLARSHIP 1500 ALYSSA HELLAND 19910 CTH D CORNELL WI 54732 NONE I SCHOLARSHIP 750 BAILEY ENTENMANN W7944 SOUTH SHORE LANE MEDFORD WI 54451 NONE I SCHOLARSHIP 750 CAROLINE KIBLER 16 NORTH HILL RD WAUSAU WI 54403 NONE I SCHOLARSHIP 1000 CHLOE ERTL W7833 CTH M MEDFORD WI 54451 NONE I SCHOLARSHIP 750 DANIEL BROCKMAN N8694 REICHEL RD BRUCE WI 54819 NONE I SCHOLARSHIP 750 DAWN HEIZLER N8374 HIGHLAND ACRES RD PHILLIPS WI 54555 NONE I SCHOLARSHIP 1000 DELANEY HRABY N2275 CASTLE DR MEDFORD WI 54451 NONE I SCHOLARSHIP 1000 DOMINIC SCHMIDT 460 SHERRY AVE PARK FALLS WI 54552 NONE I SCHOLARSHIP 1000 ELISABETH WINTERS 609 N 2ND ST COLBY WI 54421 NONE I SCHOLARSHIP 1000 ISABELLE MITCHELL W7328 OLD 8 RD LADYSMITH WI 54848 NONE I SCHOLARSHIP 1000 JACOB BUSHMAN W7689 HOOT OWL RD PARK FALLS WI 54552 NONE I SCHOLARSHIP 1000 JULIA HORA 647 MAIN ST PRENTICE WI 54556 NONE I SCHOLARSHIP 750 KODY MARENO 313 W WISCONSIN ST BUTTERNUT WI 54514 NONE I SCHOLARSHIP 750 LAYNE BLOMBERG N1986 RISBERG RD OGEMA WI 54459 NONE I SCHOLARSHIP 1000 LUKAS ROBERTSON N4069 CLOVERLAND RD LADYSMITH WI 54848 NONE I SCHOLARSHIP 1000 MATTHEW BLODGETT N3815 STATE RD 40 BRUCE WI 54819 NONE I SCHOLARSHIP 750 PEYTON KUHN 436 CEDAR ST MEDFORD WI 54451 NONE I SCHOLARSHIP 750 RILEY BLOMBERG N1986 RISBERG RD OGEMA WI 54459 NONE I SCHOLARSHIP 750 RYAN OLSON N4709 ROCKY RIDGE RD LADYSMITH WI 54848 NONE I SCHOLARSHIP 1000 SELENA SANN 10050 N 66TH MEDFORD WI 54451 NONE I SCHOLARSHIP 1000 SETH MUDGETT W3196 CTH A STETSONVILLE WI 54480 NONE I SCHOLARSHIP 1000 TAYLOR SHERMAN 14997 HILLCREST RD MEDFORD WI 54451 NONE I SCHOLARSHIP 750 WYATT GRACEFFA N14714 S WINTERGREEN LAKE RD PARK FALLS WI 54552 NONE I SCHOLARSHIP 1000 23000 14 29 14 14741 14 451 18 14726 0 29947 0 29947 0 0 0 0 0 0 0 0 0 0 WEATHER SHIELD MFG., INC. AGENCY - NICOLET NATIONAL BANK AT COST 464956 503940 JPMORGAN CHASE & CO ALERIAN MLP 451 451 451 SCHOLARSHIPS PAYABLE 19000 23000 MID WISCONSIN BANK AGENCY FEES 1677 1677 0 EXCISE TAX ON INVESTMENT INCOME 393 0 0