2017-05-15T09:54:35-05:00 2016-12-31 990PF 2016-01-01 391362989 SCHIELD COMPANIES FOUNDATION INC SCHI 7157482100 PO BOX 309 MEDFORD WI 544510309 MARK SCHIELD VICE PRESIDENT 7157482100 2017-05-15 71.13.118.137 2017-05-15 09:45:14 CD P 7B213C8E7322BF31531715C76AC67625F6CE29DC 7B213C8E7322BF31531715C76AC67625F6CE29DC 2016 2021-01-29 14:40:06Z X 516551 X X 24 24 10984 10979 16383 51649 16383 27391 27386 0 0 0 1710 1710 0 515 0 0 2225 1710 0 26438 24938 28663 1710 24938 -1272 25676 18119 22176 22176 255 255 392056 387713 494120 410175 410144 516551 259 15500 17000 15759 17000 X 394416 393144 0 0 0 0 394416 393144 410175 410144 394416 -1272 0 393144 0 393144 135.723 AMG MG M&C GROWTH P 2015-12-30 2016-12-12 2695 2751 -56 -56 407.379 AMG MG M&C GROWTH P 2016-12-12 8091 11604 -3513 -3513 78.247 GOLDMAN SACHS HIGH YIELD P 2014-06-06 2016-07-25 499 568 -69 -69 57.937 NEUBERGER BERMAN HI IN B-INS P 2014-06-06 2016-07-25 500 553 -53 -53 288.277 T ROWE PRICE EQUITY INC P 2010-10-28 2016-07-25 8957 6356 2601 2601 29.867 VANGUARD 500 INDEX P 1999-12-20 2016-07-25 5982 3797 2185 2185 74.927 VANGUARD PRIMECAP FUND P 1999-12-16 2016-07-26 8076 4918 3158 3158 95.602 VANGUARD WINDSOR II-ADM P 1997-06-26 2016-07-25 5972 4719 1253 1253 CAPITAL GAINS DIVIDENDS P 10877 10877 10877 16383 1 514 0 514 0 514 769 769 255 255 0 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 PRESIDENT 0.00 0 0 0 KEVIN L SCHIELD PO BOX 309 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 PAMELA SCHIELD N2236 CRANE MEDFORD WI 54451 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 477664 16549 0 494213 0 0 494213 7413 486800 24340 24340 514 514 23826 0 23826 0 23826 24938 0 24938 0 24938 23826 0 0 4337 14605 19240 32614 70796 24938 0 0 0 23826 1112 0 0 71908 0 0 0 0 0 0 0 71908 4337 14605 19240 32614 1112 X AARIC SPENCER N3829 CTH Q MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 ALEXANDER DAHL N3537 CTH C MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 ALEXIS GIBSON 10 WILLOW LANE LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 1000 ALYSSA LOERTSCHER N6205 ST HWY 13 MEDFORD WI 54451 NONE N/A SCHOLARSHIP 1000 ASHLEY WHITE W9148 PORT ARTHUR RD LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 500 BRENT BUDZINSKI 5301 THORNAPPLE WAUSAU WI 54401 NONE N/A SCHOLARSHIP 500 BROOKE SMOLA N3869 CTH C MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 CAITLIN WEILER 1062 EAST CTH A ATHENS WI 54411 NONE N/A SCHOLARSHIP 1000 COLE LOERTSCHER N6205 ST HWY 13 MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 COLLYN HEIER N2703 CTH Q MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 CORBIN CZYSCON W10866 PETERSON RD LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 1000 DILLON PETERSON 224 E OAK ST STRATFORD WI 54484 NONE N/A SCHOLARSHIP 500 DREW CZYSCON W10866 PETERSON RD LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 1000 FELLOWSHIP OF CHRISTIAN ATHLETES 2600 STEWARD AVE WAUSAU WI 54401 NONE 501(C)(3) ORGANIZATI CHARITABLE CONTRIBUTION 500 HARLEY J LATTAMER MEMORIAL SCHOLARSHIP 27331 262ND AVE HOLCOMBE WI 54745 NONE 501(C)(3) ORGANIZATI SCHOLARSHIP 1000 JACOB EVERT 701 S MAIN ST COLBY WI 54421 NONE N/A SCHOLARSHIP 1000 JARED MIESBAUER 12501 S PARK RD BUTTERNUT WI 54514 NONE N/A SCHOLARSHIP 500 JARED WEISSER N4551 ANDERSON LANE BRUCE WI 54819 NONE N/A SCHOLARSHIP 1000 JORGEN HAMANN W8942 PINE AVE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 KAITLIN VESNEFSKY W6348 COUNTY RD A MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 KATELYN HEIER N2703 CTH Q MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 KATELYNN HOMEYER W6184 BUEHLER LANE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 KATHLEEN LINDAU W1721 CENTER RD DORCHESTER WI 54425 NONE N/A SCHOLARSHIP 500 KYLE ANNALA N8768 OLAH LANE WESTBORO WI 54490 NONE N/A SCHOLARSHIP 1000 MADDISON KUHN 436 CEDAR ST MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 MARGARET HAMANN W8642 PINE AVE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 MARISSA LAHER N4152 CRANE DRIVE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 1000 MEDFORD AREA YOUTH SOCCER ASSOC PO BOX 293 MEDFORD WI 54451 NONE NC CHARITABLE CONTRIBUTION 938 MICHAEL PEGGAR 1014 W 6TH ST N LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 500 MICHAELA TIETZ 240 OLIVE STREET CHIPPEWA FALLS WI 54729 NONE N/A SCHOLARSHIP 1000 MORGAN THUMS 525 LAKE SHORE DR RIB LAKE WI 54470 NONE N/A SCHOLARSHIP 500 MORGAN WEBSTER 25486 293RD AVE HOLCOMBE WI 54745 NONE N/A SCHOLARSHIP 500 RYAN BRODERICK 4861 S COBBLESTONE ZIONSVILLE IN 46077 NONE N/A SCHOLARSHIP 500 RYLEY FREIBERG W6360 BRUNNER SQUARE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 1000 SARAH SOUL W3550 HICKORY PHILLIPS WI 54555 NONE N/A SCHOLARSHIP 500 SAVANNA SOUL 3550 HICKORY DRIVE PHILLIPS WI 54555 NONE N/A SCHOLARSHIP 1000 24938 ASHLEY WHITE W9148 PORT ARTHUR RD LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 500 BROOKE SMOLA N3869 CTH C MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 BROOKE STERBA N4864 CTY RD I TONY WI 54563 NONE N/A SCHOLARSHIP 750 CHANCE BROWN 701 N 3RD BOX 192 BRUCE WI 54819 NONE N/A SCHOLARSHIP 750 CHANSE MORTENSON W8898 WOODLAND LANE BUTTERNUT WI 54514 NONE N/A SCHOLARSHIP 750 CURTIS PETERSON N4685 CTY RD E MEDFORD WI 54451 NONE N/A SCHOLARSHIP 1000 DAVID COOLEY 406 PHILLIPS AVE E LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 500 HANNA PARISI W6935 OLD 8 RD PRENTICE WI 54556 NONE N/A SCHOLARSHIP 750 JACOB MAHNER 1126 B S 8TH MEDFORD WI 54451 NONE N/A SCHOLARSHIP 750 JARED MIESBAUER 12501 S PARK RD BUTTERNUT WI 54514 NONE N/A SCHOLARSHIP 500 KAITLIN VESNEFSKY W6348 COUNTY RD A MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 KATHERINE STOHLMAN 4110 SPRINGVIEW DRIVE JEFFERSON MD 21755 NONE N/A SCHOLARSHIP 750 KENDRA HOFFMAN 912 PLISCH ST ATHENS WI 54411 NONE N/A SCHOLARSHIP 750 KERI FETTING 1012 N VITCENDA LANE EXELAND WI 54835 NONE N/A SCHOLARSHIP 750 MADDISON KUHN 436 CEDAR ST MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 MARGARET HAMANN W8642 PINE AVE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 MIKAYLA KNUCKEY W3416 CTH W WINTER WI 54896 NONE N/A SCHOLARSHIP 750 MOIRA EISENMAN 77746 NAGEL ROAD GLIDDEN WI 54527 NONE N/A SCHOLARSHIP 750 MONICA BENNETT 216 N 7TH MEDFORD WI 54451 NONE N/A SCHOLARSHIP 500 SADIE DASSOW N2784 GRAHL DRIVE MEDFORD WI 54451 NONE N/A SCHOLARSHIP 1000 SHAWNA ANNALA N8768 OLAH LANE WESTBORO WI 54490 NONE N/A SCHOLARSHIP 750 SHELBY PRINCE N5355 TWIN CREEK RD LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 1000 SHYLO ZEHNER N5901 SHEEP RANCH RD LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 500 TREY WEBB 1001 E 3RD ST S LADYSMITH WI 54848 NONE N/A SCHOLARSHIP 500 WYATT DOHRWARDT W51323 DASSOW MEDFORD WI 54451 NONE N/A SCHOLARSHIP 750 17000 14 24 14 10984 18 16383 0 27391 0 27391 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 - NICOLET NATIONAL BANK AT COST 387713 494120 SCHOLARSHIPS PAYABLE 15500 17000 MID WISCONSIN BANK AGENCY FEES 1710 1710 0 EXCISE TAX ON INVESTMENT INCOME 515 0 0