2025-10-14T09:40:02-05:00 2025-05-31 391101571 REMLEY LAW SC 2 NEENAH CENTER SUITE 100 NEENAH WI 54956 990PF 2024-06-01 391532106 HELIOS FOUNDATION C/O SCHAPER BENZ & WISE INV CNSL HELI 9207271137 40 JEWELERS PARK STE 200 PO BOX 6 NEENAH WI 549570628 KIMBERLY PETERSEN VP OF ADMINISTRATOR 9207271137 2025-10-10 1 0 JAMES L RUDD P01044363 9207252601 2024 2025-03-06 01:10:19Z X 14076448 X X 297277 297277 958791 2225348 958791 6881 6881 1262949 1262949 104461 48230 56231 709 0 0 22161 2401 0 498 498 0 127829 51129 56231 690000 690000 817829 51129 746231 445120 1211820 478084 654339 654339 939596 1246291 1253833 5664004 5902438 11855203 341920 92255 98936 187234 163478 212600 4380 1537 1537 7615218 8060338 14076448 0 0 X 7615218 8060338 0 0 0 0 7615218 8060338 7615218 8060338 7615218 445120 0 8060338 0 8060338 AFLAC 2016-11-12 2024-08-22 21245 7304 13941 13941 COCA-COLA 2016-11-12 2024-08-22 34536 20503 14033 14033 IBM 2016-11-12 2024-08-22 19622 15330 4292 4292 STERICYCLE 2016-11-12 2024-11-05 124000 150030 -26030 -26030 US TREASURY NOTE 2021-11-23 2024-11-15 200000 198840 1160 1160 BERKSHIRE HATHAWAY CL A 1998-01-30 2024-11-20 701980 1746 700234 700234 COMCAST 2017-09-20 2024-11-20 21289 18773 2516 2516 IBM 2016-11-12 2024-11-20 42690 30661 12029 12029 MEDTRONIC 2016-11-12 2024-11-20 21795 20770 1025 1025 MEDTRONIC 2017-10-20 2024-11-20 28695 26675 2020 2020 KIMCO REALTY 2017-06-30 2024-12-10 17475 15313 2162 2162 KIMCO REALTY 2018-05-02 2024-12-10 13900 11072 2828 2828 GLOBAL PAYMENTS BOND 2022-02-07 2025-02-15 150000 151227 -1227 -1227 BERKSHIRE HATHAWAY CL A 2024-11-20 2025-02-24 99996 93724 6272 6272 ABBOT LABORATORIES 2016-11-12 2025-02-28 54656 15965 38691 38691 AFLAC 2011-12-12 2025-02-28 32540 6374 26166 26166 BERKSHIRE HATHAWAY CL A 2024-11-20 2025-02-28 101602 93724 7878 7878 ABBOT LABORATORIES 2016-11-12 2025-03-10 41096 11974 29122 29122 US TREASURY NOTE 2022-05-23 2025-03-15 150000 145862 4138 4138 US TREASURY NOTE 2023-11-30 2025-03-15 50000 47988 2012 2012 AFLAC 2011-12-12 2025-05-07 53523 10624 42899 42899 COCA-COLA 2016-11-12 2025-05-07 36156 20504 15652 15652 NESTLE ADR 2016-11-12 2025-05-07 32215 23675 8540 8540 PAYCHEX 2011-11-18 2025-05-07 30143 5668 24475 24475 THE SOUTHERN COMPANY 2016-11-12 2025-05-07 46194 23793 22401 22401 ORACLE BOND 2022-04-06 2025-05-15 100000 98438 1562 1562 958791 16844 0 16844 0 16844 10480 0 0 0 10480 0 6364 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 40 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 215 EAST GALENA STREET HAILEY ID 83333 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 1101 E BOBE ST UNIT A PENSACOLA FL 32503 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 84461 0 0 NONE 0 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC 40 JEWELERS PARK SUITE 200 PO BOX 628 NEENAH WI 549570628 INVESTMENT MGMT 84461 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 13659872 602511 0 14262383 0 0 14262383 213936 14048447 702422 702422 16844 16844 685578 0 685578 0 685578 746231 0 746231 685578 0 0 14804 67502 125000 306937 514243 746231 0 0 0 685578 60653 0 0 574896 0 0 0 0 0 0 14804 560092 67502 125000 306937 60653 HELIOS FOUNDATION 40 JEWELERS PARK SUITE 200 PO BOX 628 NEENAH WI 549570628 9207271137 NO FORMAL APPLICATION REQUIRED NO SUBMISSION DEADLINE NO RESTRICTIONS OR LIMITATIONS 180 DEGREES 1301 7TH ST E ST PAUL MN 55106 N/A PUBLIC GENERAL SUPPORT 1000 ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER ST BOSTON MA 02116 N/A PUBLIC GENERAL SUPPORT 15000 ASIAN COUNSELING & REFERRAL SERVICE 3639 MARTIN LUTHER KING JR WAY S SEATTLE WA 98144 N/A PUBLIC GENERAL SUPPORT 5000 BLAINE COUNTY EDUCATION FOUNDATION PO BOX 253 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 5000 BOYS & GIRLS HOME & FAMILY SERVICES 2101 COURT ST SIOUX CITY IA 51104 N/A PUBLIC GENERAL SUPPORT 25000 BURKE CTR FOR ECOSYSTEM RESEARCH PO BOX 6 ASHLAND WI 54806 N/A PUBLIC GENERAL SUPPORT 5000 CASA MYRNA 451 BLUE HILL AVE BOSTON MA 02121 N/A PUBLIC GENERAL SUPPORT 3000 CATAWBA LANDS CONSERVANCY 2400 PARK RD STE 1 CHARLOTTE NC 28203 N/A PUBLIC GENERAL SUPPORT 2500 CATHOLIC CHARITIES 1825 RIVERSIDE DR GREEN BAY WI 54301 N/A PUBLIC GENERAL SUPPORT 25000 CENTER FOR PROCESS STUDIES 5678 SE HARLENE ST PORTLAND OR 97222 N/A PUBLIC GENERAL SUPPORT 100000 CENTER FOR THE ARTS CRESTED BUTTE PO BOX 1819 CRESTED BUTTE CO 81224 N/A PUBLIC GENERAL SUPPORT 8000 CHILD & FAMILY AGENCY OF SE CT 225 HEMPSTEAD ST NEW LONDON CT 06320 N/A PUBLIC GENERAL SUPPORT 25000 COMM ACTION AGENCY OF SIOUXLAND 2700 LEECH AVE SIOUX CITY IA 51106 N/A PUBLIC GENERAL SUPPORT 15000 CONGREGATION KEHILLATH ISRAEL 384 HARVARD ST BROOKLINE MA 02446 N/A PUBLIC GENERAL SUPPORT 4000 CONSTELLATION FUND 323 NORTH WASHINGTON AVE STE 200 MINNEAPOLIS MN 55401 N/A PUBLIC GENERAL SUPPORT 10000 CRESTED BUTTE LAND TRUST PO BOX 2224 CRESTED BUTTE CO 81224 N/A PUBLIC GENERAL SUPPORT 8000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST STE 230 WELLESLEY HILLS MA 02481 N/A PUBLIC GENERAL SUPPORT 10000 DENISON PEQUOTSEPOS NATURE CENTER 109 PEQUOTSEPOS RD MYSTIC CT 06355 N/A PUBLIC GENERAL SUPPORT 10000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PUBLIC GENERAL SUPPORT 10000 EDINA GIVE AND GO 5701 NORMANDALE RD RM 163 EDINA MN 55424 N/A PUBLIC GENERAL SUPPORT 1000 EMPOWERS AFRICA INC 2 BEEKMAN PLACE STE 18B NEW YORK NY 10022 N/A PUBLIC BOTSWANA PROJECT 5000 FARM AID 501 CAMBRIDGE ST 3RD FL CAMBRIDGE MA 02141 N/A PUBLIC GENERAL SUPPORT 10000 FEEDING AMERICA - EASTERN WI 2911 W EVERGREEN DRIVE APPLETON WI 54913 N/A PUBLIC GENERAL SUPPORT 5000 GROTON HUMAN SERVICES 2 FORT HILL ROAD GROTON CT 06340 N/A PUBLIC GENERAL SUPPORT 5000 GROTON OPEN SPACE ASSOCIATION PO BOX 9187 GROTON CT 06340 N/A PUBLIC GENERAL SUPPORT 15000 GUNNISON COUNTRY FOOD PANTRY 114 S 14TH ST GUNNISON CO 81230 N/A PUBLIC GENERAL SUPPORT 6000 HENRY L FERGUSON MUSEUM PO BOX 554 FISHERS ISLAND NY 06390 N/A PUBLIC FISHER ISLAND LAND TRUST 5000 IMAGINE SCHOLAR PO BOX 3083 REDMOND WA 98073 N/A PUBLIC GENERAL SUPPORT 5000 IMMIGRATION ADVOCACY & SUPPORT CTR 125 EUGENE ONEILL DR STE 140 NEW LONDON CT 06320 N/A PUBLIC GENERAL SUPPORT 5000 INTEGRATED REFUGEE & IMMIGRATION SERVICES 33 DIXWELL AVE 380 NEW HAVEN CT 06511 N/A PUBLIC GENERAL SUPPORT 5000 LAMB ARTS LTD (LAMB THEATRE) 1501 MORNINGSIDE AVE SIOUX CITY IA 51106 N/A PUBLIC GENERAL SUPPORT 5000 LIBERTY THEATRE CO PO BOX 2001 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 10000 LIVING JOURNEYS PO BOX 2024 CRESTED BUTTE CO 81224 N/A PUBLIC GENERAL SUPPORT 5000 LUTHERAN SOCIAL SERVICES IN IOWA 3125 COTTAGE GROVE AVE DES MOINES IA 50311 N/A PUBLIC GENERAL SUPPORT 10000 MARY J TREGLIA COMM HOUSE 900 JENNINGS ST SIOUX CITY IA 51105 N/A PUBLIC GENERAL SUPPORT 15000 MINNEAPOLIS INSTITUTE OF ARTS 2400 3RD AVENUE SOUTH MINNEAPOLIS MN 55404 N/A PUBLIC GENERAL SUPPORT 5000 MINNESOTA PUBLIC RADIO 480 CEDAR ST ST PAUL MN 55101 N/A PUBLIC GENERAL SUPPORT 20000 MOUNTAIN ROOTS FOOD PROJECT PO BOX 323 GUNNISON CO 81230 N/A PUBLIC GENERAL SUPPORT 8000 MYSTIC & NOANK LIBRARY 40 LIBRARY ST MYSTIC CT 06355 N/A PUBLIC GENERAL SUPPORT 25000 NEENAH ANIMAL SHELTER 2475 PROGRESS COURT NEENAH WI 54956 N/A PUBLIC GENERAL SUPPORT 2500 NORTHEAST WI LAND TRUST 14 TRI-PARK WAY 1 APPLETON WI 54914 N/A PUBLIC GENERAL SUPPORT 2500 PILLARS 605 E HANCOCK STREET APPLETON WI 54911 N/A PUBLIC GENERAL SUPPORT 2500 PLANNED PARENTHOOD OF SOUTHERN NE 345 WHITNEY AVE NEW HAVEN CT 06511 N/A PUBLIC GENERAL SUPPORT 10000 ROTARUN SKI CLUB PO BOX 2083 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 2500 SAVANNAH SCIENCE MUSEUM INC PO BOX 9841 SAVANNAH GA 31412 N/A PUBLIC CARETTA RESEARCH PROJECT 5000 SAVE THE SOUND 127 CHURCH ST 2ND FL NEW HAVEN CT 06510 N/A PUBLIC GENERAL SUPPORT 5000 SEA TURTLE CONSERVANCY 4581 NW 6TH ST SUITE A GAINESVILLE FL 32609 N/A PUBLIC GENERAL SUPPORT 2500 SIMPSON HOUSING SERVICES 160 GLENWOOD AVE MINNEAPOLIS MN 55405 N/A PUBLIC GENERAL SUPPORT 3000 SLO FOOD BANK 1180 KENDALL RD SAN LUIS OBISPO CA 94301 N/A PUBLIC GENERAL SUPPORT 2500 SOLOMON SCHECHTER DAY SCHOOL 125 WELLS AVE NEWTON MA 02459 N/A PUBLIC GENERAL SUPPORT 5000 SOUTHEAST SOCCER CLUB 11 HILLCREST DR WATERFORD CT 06385 N/A PUBLIC GENERAL SUPPORT 5000 SPOT SUN VALLEY INC 220 LEWIS ST 2 KETCHUM ID 83340 N/A PUBLIC GENERAL SUPPORT 2500 SUN VALLEY COMMUNITY SCHOOL 1 COMMUNITY DR SUN VALLEY ID 83353 N/A PUBLIC GENERAL SUPPORT 5000 SUN VALLEY PAC (ARGYOS) 120 S MAIN ST KETCHUM ID 83340 N/A PUBLIC GENERAL SUPPORT 10000 THAMES VALLEY COUNCIL FOR COMM ARTS 1 SYLVANDALE ROAD JEWETT CITY CT 06351 N/A PUBLIC GENERAL SUPPORT 25000 THE ADVOCATES 211 SOUTH RIVER ST HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 5000 THE HUNGER COALITION 110 HONEYSUCKLE ST BELLEVUE ID 83313 N/A PUBLIC GENERAL SUPPORT 20000 THE NATURE CONSERVANCY 159 WATERMAN ST PROVIDENCE RI 02906 N/A PUBLIC GENERAL SUPPORT 5000 THE SPACE IDAHO INC PO BOX 2777 HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 2500 THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 54911 N/A PUBLIC GENERAL SUPPORT 2500 THREE RIVERS PARK DISTRICT FNDTN 3000 XENIUM LANE NORTH PLYMOUTH MN 55441 N/A PUBLIC GENERAL SUPPORT 5000 TREES WATER & PEOPLE 633 REMINGTON ST FORT COLLINS CO 80524 N/A PUBLIC GENERAL SUPPORT 15000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE STE 6 CAMBRIDGE MA 02118 N/A PUBLIC GENERAL SUPPORT 20000 UNITED WAY OF SIOUXLAND 701 STEUBEN STREET SIOUX CITY IA 51101 N/A PUBLIC WOMEN UNITED & SOURCE FOR SIOUXLAND 15000 VICTORY PROGRAMS INC 404 S HUNTINGTON AVE BOSTON MA 02130 N/A PUBLIC GENERAL SUPPORT 3000 WALKER ART CENTER 725 VINELAND PL MINNEAPOLIS MN 55403 N/A PUBLIC GENERAL SUPPORT 5000 WATCH HILL CONSERVANCY ONE BAY ST WATCH HILL RI 02891 N/A PUBLIC NAPATREE POINT 5000 WOOD RIVER LAND TRUST 119 EAST BULLION ST HAILEY ID 83333 N/A PUBLIC GENERAL SUPPORT 20000 WORLD CENTRAL KITCHEN INC PO BOX 96538 WASHINGTON DC 20090 N/A PUBLIC GENERAL SUPPORT 5000 WORLD LEARNING INC 1 KIPLING ROAD BRATTLEBORO VT 05302 N/A PUBLIC SCHOOL FOR INTERNATIONAL TRAINING 15000 690000 0 14 297277 14 6881 18 958791 0 0 1262949 1262949 4 NOT APPLICABLE 7 NOT APPLICABLE 8 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 NONE 0 AMCOR FIN (USA) BOND 92255 98936 ABBOTT LABS 65130 280518 ADOBE 16433 249054 AFLAC 41422 207080 ALIGN TECHNOLOGY INC 126682 108564 ALPHABET (GOOGLE) CL A 24089 274784 ALPHABET (GOOGLE) CL C 68894 483980 AMERICAN EXPRESS 40609 235240 AMETEK 67403 250236 ANALOG DEVICES 110302 256776 ANSYS INC 79929 99246 AUTOMATIC DATA PROCESSING 60016 260424 BERKSHIRE HATHAWAY - CL A 0 757400 CISCO SYSTEMS 217670 504320 COCA-COLA 158898 288400 COMCAST 75092 69140 DODGE & COX INTL STOCK 60192 96970 DUKE ENERGY 109211 188352 EVERGY 90691 166025 FRANKLIN RESOURCES 161914 129840 GENERAL ELECTRIC 152698 307388 GLOBAL PAYMENTS 145042 75610 HARBOR INTERNATIONAL 54301 67174 HARDING LOEVNER EMERGING MARKETS 56062 57431 HOME DEPOT 22436 220974 IBM 144951 259060 IDEXX LABORATORIES 79965 154008 INTEL 156712 97750 INTUITIVE SURGICAL 67674 165702 JOHNSON & JOHNSON 186035 279378 KIMBERLY-CLARK 145165 230016 LINDE PLC 65380 187032 MEDTRONIC PLC 77205 82980 NESTLE - ADR 94701 127812 NIKE 116499 121180 ORACLE 25198 165530 PAYCHEX 50767 284238 PAYPAL HOLDINGS 296914 210840 PFIZER 185656 140940 REGENERON 113613 147084 ROCHE HOLDINGS ADR 195221 241800 SOUTHERN COMPANY 87129 180000 SS&C TECHNOLOGIES 102931 242430 STRYKER 47630 382640 SYSCO 91863 219000 T. ROWE PRICE 133114 187180 TEMPLETON FOREIGN 54526 76352 TRUIST FINANCIAL 81474 98750 UBER TECHNOLOGIES 76491 168320 UNION PACIFIC 68679 155162 US BANCORP 154657 174360 VISA 102011 219114 WALGREENS BOOTS ALLIANCE 219616 39375 WALT DISNEY 89596 135648 WATERS CORP 117489 419088 WELLS FARGO 93564 224340 BERKSHIRE HATHAWAY 374896 403168 1246291 1253833 0 0 KIMCO REALTY FMV 163478 212600 LEGAL FEES 709 0 0 UNDISTRIBUTED LONG-TERM CAPITAL GAIN PER FORM 2439 4380 1537 1537 ADR AND OTHER FEES 498 498 0 FORM 2439 - CHARLES SCHWAB 1537 1537 1537 MISCELLANEOUS INCOME 5344 5344 5344 EXCISE TAXES 18230 0 0 PAYROLL TAXES 1530 0 0 TAX PAID BY REIT PER FORM 2439 323 323 0 FOREIGN TAX WITHHELD 2078 2078 0