2022-03-15T11:32:20-05:00 2021-05-31 391101571 REMLEY LAW SC 2 NEENAH CENTER SUITE 100 NEENAH WI 54956 990PF 2020-06-01 391532106 HELIOS FOUNDATION C/O SCHAPER BENZ & WISE INV CNSL HELI 9207271137 18 JEWELERS PARK STE 200 PO BOX 6 NEENAH WI 549570628 KIMBERLY PETERSEN VP OF ADMINISTRATOR 9207271137 2022-03-15 1 KIMBERLY PETERSEN 999009999 JAMES L RUDD P01044363 9207252601 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 14425622 X 68822 233857 233857 402947 1538303 402947 705626 636804 96309 44175 52134 2029 0 0 2736 0 0 273 0 0 101347 44175 52134 525000 525000 626347 44175 577134 79279 592629 266898 885396 885396 892637 496080 507828 6100449 5708381 12211730 299075 548481 558508 183814 183814 262160 7742873 7822152 14425622 0 0 X 7742873 7822152 0 0 0 0 7742873 7822152 7742873 7822152 7742873 79279 0 7822152 0 7822152 ORACLE P 2016-11-12 2020-06-30 27534 19721 7813 7813 ABBOTT LABS P 2016-11-12 2020-06-30 19948 7982 11966 11966 KIMBERLY-CLARK P 2016-11-12 2020-08-11 15626 11285 4341 4341 STERICYCLE P 2011-11-18 2020-08-11 32809 38652 -5843 -5843 T ROWE PRICE P 2016-11-12 2020-08-11 28033 14229 13804 13804 WATERS CORP P 2016-11-12 2020-08-11 21495 14200 7295 7295 ADOBE P 2016-11-12 2020-08-26 52590 2739 49851 49851 US TREASURY NOTE P 2020-02-03 2020-11-15 200000 200283 -283 -283 VIATRIS INC P 2016-11-12 2020-11-16 8 6 2 2 MARSH & MCLENNAN BOND P 2020-04-30 2020-12-29 100000 101506 -1506 -1506 TOTAL SYSTEM BOND P 2020-04-30 2021-03-01 100000 101413 -1413 -1413 US TREASURY NOTE P 2017-09-20 2021-03-31 100000 98705 1295 1295 US TREASURY NOTE P 2019-02-08 2021-03-31 100000 97568 2432 2432 DUKE ENERGY P 2016-11-12 2021-04-09 29265 22456 6809 6809 ALPHABET (GOOGLE) C P 2016-11-12 2021-04-09 68262 22474 45788 45788 ORACLE P 2016-11-12 2021-04-09 37665 19721 17944 17944 WATERS CORP P 2016-11-12 2021-04-09 30234 14200 16034 16034 VARIAN MEDICAL SYSTEMS P 2007-05-02 2021-04-15 48813 47315 1498 1498 VARIAN MEDICAL SYSTEMS P 2007-06-14 2021-04-15 22188 21507 681 681 BERKSHIRE HATHAWAY - A P 2016-11-12 2021-05-24 436569 235181 201388 201388 XILINX P 2020-02-03 2020-11-25 54211 34036 20175 20175 VIATRIS INC P 2016-11-12 2020-12-22 13053 10177 2876 2876 402947 8238 0 8238 0 8238 5120 0 0 0 5120 0 3118 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A KIMBERLY PETERSEN SCHAPER BENZ 9207271137 18 JEWELERS PARK SUITE 200 PO BOX 628 NEENAH WI 549570628 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY MCLOUGHLIN 255 CEDAR ROAD MYSTIC CT 06355 DIRECTOR 0.00 0 0 0 PAT MCLOUGHLIN 15 COVE STREET NOANK CT 06340 DIRECTOR 0.00 0 0 0 DANIEL JACOB 321 KENT STREET BOSTON MA 02446 DIRECTOR 0.00 0 0 0 JULIANA KELLY 4609 BROWNDALE AVENUE EDINA MN 55424 DIRECTOR 0.00 0 0 0 CHRISTINA SIDDALL 1322 42ND AVENUE SW SEATTLE WA 98116 DIRECTOR 0.00 0 0 0 BARBARA AALFS 4208 PERRY WAY SIOUX CITY IA 51104 DIRECTOR 0.00 0 0 0 BEN MCLOUGHLIN PO BOX 696 CRESTED BUTTE CO 81224 DIRECTOR 0.00 0 0 0 DAVID JACOB 62 BEECH ROAD BROOKLINE MA 02446 DIRECTOR 0.00 0 0 0 BETSEY THOMSON 716 MORNING STAR ROAD SUN VALLEY ID 83353 DIRECTOR 0.00 0 0 0 JOHN BUCHANAN 2631 NORTHERN ROAD 900 APPLETON WI 54914 DIRECTOR/PRESIDENT 2.00 20000 0 0 SCHAPER BENZ WISE INVESTMENT CNSL 18 JEWELERS PARK SUITE 200 PO BOX 628 NEENAH WI 549570628 ADMINISTRATOR 5.00 76309 0 0 NONE 0 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC 18 JEWELERS PARK SUITE 200 PO BOX 628 NEENAH WI 549570628 INVESTMENT MGMT 76309 0 NOT APPLICABLE 0 THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED. 0 NONE 0 0 0 12134274 427071 0 12561345 0 0 12561345 188420 12372925 618646 618646 8238 8238 610408 0 610408 0 610408 577134 0 577134 0 577134 610408 0 0 132829 104093 243813 40655 14804 536194 577134 0 0 0 577134 0 33274 33274 502920 0 0 0 0 0 0 99555 403365 104093 243813 40655 14804 HELIOS FOUNDATION 18 JEWELERS PARK SUITE 200 PO BOX 628 NEENAH WI 549570628 9207271137 NO FORMAL APPLICATION REQUIRED NO SUBMISSION DEADLINE NO RESTRICTIONS OR LIMITATIONS ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER ST BOSTON MA 02116 N/A PUBLIC GENERAL SUPPORT 10000 CAMP HIGH HOPES 5804 CORRECTIONVILLE ROAD SIOUX CITY IA 51106 N/A PUBLIC GENERAL SUPPORT 10000 CASA MYRNA 451 BLUE HILL AVE BOSTON MA 02121 N/A PUBLIC GENERAL SUPPORT 2000 CENTER FOR THE ARTS PO BOX 1819 CRESTED BUTTE CO 81224 N/A PUBLIC GENERAL SUPPORT 6500 CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 255 HEMPSTEAD ST NEW LONDON CT 06320 N/A PUBLIC GROTON RENOVATION PROJECT 50000 CHILDREN'S THEATRE COMPANY AND SCHOOL 2400 3RD AVENUE SOUTH MINNEAPOLIS MN 55404 N/A PUBLIC GENERAL SUPPORT 5000 CLAREMONT SCHOOL OF THEOLOGY 1325 N COLLEGE AVE CLAREMONT CA 91711 N/A PUBLIC CENTER FOR PROCESS STUDIES 62500 COMMUNITY CLOTHES CLOSET 1465 OPPORTUNITY WAY B MENASHA WI 54952 N/A PUBLIC GENERAL SUPPORT 2000 CONGREGATION KEHILLATH ISRAEL 384 HARVARD ST BROOKLINE MA 02446 N/A PUBLIC GENERAL SUPPORT 2000 CRADLES TO CRAYONS 281 NEWTONVILLE AVE NEWTON MA 04260 N/A PUBLIC GENERAL SUPPORT 10000 CRESTED BUTTE LAND TRUST PO BOX 2224 CRESTED BUTTE CO 81224 N/A PUBLIC GENERAL SUPPORT 6500 CULTURAL HERITAGE IMAGING 2325 3RD STREET SUITE 323 SAN FRANCISCO CA 94107 N/A PUBLIC GENERAL SUPPORT 3000 EMPOWERS AFRICA INC 2 BEEKMAN PLACE STE 18B NEW YORK NY 10022 N/A PUBLIC GENERAL; ANTI-POACHING; BOTSWANA PROJECT 3000 FARM AID 501 CAMBRIDGE ST 3RD FL CAMBRIDGE MA 02141 N/A PUBLIC GENERAL SUPPORT 8000 FEEDING AMERICA EASTERN WISCONSIN 2911 W EVERGREEN DRIVE APPLETON WI 54913 N/A PUBLIC GENERAL SUPPORT 2500 FOOD BANK OF SIOUXLAND INC 1311 11TH ST SIOUX CITY IA 51105 N/A PUBLIC GENERAL SUPPORT 10000 FRIENDS OF SARNELLI HOUSE UA BOX 88234 MILWAUKEE WI 53288 N/A PUBLIC GENERAL SUPPORT 10000 GROTON OPEN SPACE ASSOCIATION PO BOX 9187 GROTON CT 06340 N/A PUBLIC GENERAL SUPPORT 14000 GUNNISON COUNTRY FOOD PANTRY 321 NORTH MAIN UNIT C GUNNISON CO 81230 N/A PUBLIC GENERAL SUPPORT 2000 GUTHRIE THEATER FOUNDATION 818 SOUTH 2ND ST MINNEAPOLIS MN 55415 N/A PUBLIC GENERAL SUPPORT 4000 HARVEST HOPE FOOD BANK 2220 SHOP ROAD COLUMBIA SC 29201 N/A PUBLIC GENERAL SUPPORT 2000 HEART OF THE HOUSE FOUNDATION 211 N 1ST ST STE 150 MINNEAPOLIS MN 55401 N/A PUBLIC GENERAL SUPPORT 3000 HENNEPIN THEATRE TRUST 900 HENNEPIN AVE MINNEAPOLIS MN 55403 N/A PUBLIC GENERAL SUPPORT 3000 HENRY L FERGUSON MUSEUM PO BOX 554 FISHERS ISLAND NY 06390 N/A PUBLIC FISHER ISLAND LAND TRUST 4000 IMAGINE SCHOLAR PO BOX 80175 PORTLAND OR 97280 N/A PUBLIC GENERAL SUPPORT 6500 JUXTAPOSITION ARTS 2007 EMERSON AVE N MINNEAPOLIS MN 55424 N/A PUBLIC GENERAL SUPPORT 5000 LAMB ARTS REGIONAL THEATRE 417 MARKET ST SIOUX CITY IA 51103 N/A PUBLIC BUILDING PROJECT 5000 MARY ELIZABETH CHILD CARE CENTER & PRESCHOOL 814 COURT ST SIOUX CITY IA 51105 N/A PUBLIC PLAYGROUND PROJECT 10000 MARY'S PLACE PO BOX 1711 SEATTLE WA 98111 N/A PUBLIC GENERAL SUPPORT 10000 MINNESOTA PUBLIC RADIO 480 CEDAR ST ST PAUL MN 55101 N/A PUBLIC GENERAL SUPPORT 5000 MOUNTAIN ROOTS FOOD PROJECT PO BOX 4163 CRESTED BUTTE CO 81224 N/A PUBLIC GENERAL SUPPORT 6500 MYSTIC SEAPORT MUSEUM INC 75 GREENMANVILLE AVE MYSTIC CT 06355 N/A PUBLIC RESTORATION OF THE LA DUNTON 25000 NAMI WOOD RIVER VALLEY PO BOX 95 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 5000 NEENAH ANIMAL SHELTER 951 COUNTY ROAD G NEENAH WI 54956 N/A PUBLIC CAPITAL CAMPAIGN 5000 NEW LONDON HOMELESS HOSPITALITY CENTER 730 STATE PIER RD NEW LONDON CT 06320 N/A PUBLIC GENERAL SUPPORT 15000 PANDO POPULUS INC 8391 BEVERLY BLVD 460 LOS ANGELES CA 90048 N/A PUBLIC GENERAL SUPPORT 25000 PETA 501 FRONT ST NORFOLK VA 23510 N/A PUBLIC URGE SEAWORD TO STOP BREEDING DOLPHINS 3000 PROJECT OCEANOLOGY 1084 SHENNECOSSETT RD GROTON CT 06340 N/A PUBLIC ED ADAMS SCHOLARSHIP FUND 5000 SAFE FUTURES INC 16 JAY ST NEW LONDON CT 06320 N/A PUBLIC GENERAL SUPPORT 5000 SAVANNAH SCIENCE MUSEUM PO BOX 9841 SAVANNAH GA 31412 N/A PUBLIC CARETTA RESEARCH PROJECT 5000 SECOND HARVEST HEARTLAND 1140 GERVAIS AVE ST PAUL MN 55109 N/A PUBLIC MINNESOTA CENTRAL KITCHEN 5000 SIOUXLAND CARES ABOUT SUBSTANCE ABUSE 101 PIERCE STREET SIOUX CITY IA 51101 N/A PUBLIC SUBSTANCE ABUSE PREVENTION; DATA 10000 SOLOMON SCHECHTER DAY SCHOOL 125 WELLS AVE NEWTON MA 02459 N/A PUBLIC GENERAL SUPPORT 4000 ST THOMAS EPISCOPAL CHURCH 406 12TH STREET SIOUX CITY IA 51105 N/A PUBLIC FOOD PANTRY 1000 SUN VALLEY COMMUNITY SCHOOL 181 OLD DOLLAR ROAD SUN VALLEY ID 83353 N/A PUBLIC GENERAL SUPPORT 1000 SUN VALLEY COMMUNITY SCHOOL PO BOX 2118 1 COMMUNITY DR SUN VALLEY ID 83353 N/A PUBLIC GENERAL SUPPORT 4000 SWIFTSURE RANCH 1145 CALYPSO LANE BELLEVUE ID 83313 N/A PUBLIC GENERAL SUPPORT 5000 THE ADVOCATES PO BOX 3216 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 5000 THE HUNGER COALITION 121 HONEYSUCKLE ST BELLEVUE ID 83313 N/A PUBLIC BLOOM COMMUNITY FOOD CENTER 5000 THE NATURE CONSERVANCY 159 WATERMAN ST PROVIDENCE RI 02906 N/A PUBLIC BLOCK ISLAND PROGRAM 3000 THE SENIOR CONNECTION PO BOX 28 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 5000 THE WARMING SHELTER 916 NEBRASKA ST SIOUX CITY IA 51105 N/A PUBLIC GENERAL SUPPORT 30000 TREEHOUSE 2100 24TH AVE S STE 200 SEATTLE WA 98144 N/A PUBLIC GENERAL SUPPORT 5000 TROUT UNLIMITED PO BOX 7400 WOOLY BUGGER WV 25438 N/A PUBLIC GENERAL SUPPORT 5000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02138 N/A PUBLIC GENERAL SUPPORT 12000 UNITED WAY OF SIOUXLAND 701 STEUBEN STREET SIOUX CITY IA 51101 N/A PUBLIC WOMEN UNITED & SOURCE FOR SIOUXLAND 15000 VICTORY PROGRAMS INC 965 MASSACHUSETTS AVE BOSTON MA 02118 N/A PUBLIC GENERAL SUPPORT 2000 WATCH HILL CONSERVANCY ONE BAY ST WESTERLY RI 02891 N/A PUBLIC NAPATREE POINT 3000 WEST SEATTLE FOOD BANK 3419 SW MORGAN ST SEATTLE WA 98126 N/A PUBLIC GENERAL SUPPORT 10000 WESTSIDE SCHOOL 10404 34TH AVE SW SEATTLE WA 98146 N/A PUBLIC GENERAL SUPPORT 2000 WHATCOM COMMUNITY FOUNDATION 1500 CORNWALL AVE STE 202 BELLINGHAM WA 98225 N/A PUBLIC KEEP MUSIC ALIVE WA 3000 WOMEN AWARE 505 5TH ST STE 422 SIOUX CITY IA 51101 N/A PUBLIC GENERAL SUPPORT 9000 WOOD RIVER LAND TRUST 119 E BULLION ST HAILEY ID 83333 N/A PUBLIC POLLINATOR MEADOW 5000 525000 0 14 233857 14 18 402947 0 0 636804 636804 4 NOT APPLICABLE 7 NOT APPLICABLE 8 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN BUCHANAN 2600 NORTHERN ROAD SUITE 900 NEENAH WI 54956 68822 X 1 400 SHS VARIAN MEDICAL SYSTEMS INC COMMON STOCK 68822 2020-09-30 NONE 0 REQUEST FOR WAIVER OF ANY PENALTIES E-FILE IN RESPONSE TO IRS NOTICE RECEIVED THIS RETURN IS BEING E-FILED NOW IN RESPONSE TO A NOTICE RECEIVED FROM THE IRS, WHICH CLARIFIED THAT E-FILING IS NOW REQUIRED. THE NOTICE IS DATED FEBRUARY 17, 2022 AND REQUIRES E-FILING WITHIN TEN DAYS OF THE NOTICE DATE. HOWEVER, THE POSTMARK ON THE ENVELOPE IN WHICH THE NOTICE ARRIVED WAS MARCH 8, 2022 AND THE NOTICE WAS NOT RECEIVED UNTIL MARCH 15, 2022. AS A RESULT, THE TAXPAYER IS E-FILING WITHIN TEN DAYS OF THE DATE OF RECEIPT AND OF THE DATE OF THE POSTMARK. THE TAXPAYER RESPECTFULLY REQUESTS THAT ANY PENALTIES BE WAIVED. CORPORATE BONDS - SEE ATTACHED 548481 558508 CORPORATE STOCK - SEE ATTACHED 5708381 12211730 496080 507828 0 0 INVESTMENTS - OTHER - SEE ATTACHED AT COST 183814 262160 LEGAL FEES 2029 0 0 ADR AND OTHER FEES 273 0 0 EXCISE TAXES 1206 0 0 PAYROLL TAXES 1530 0 0