MARK & MARY PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARK & MARY PETERSON FAMILY FOUNDATION INC (EIN 27-1561402)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349103961
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:17:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391731751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD C CONDON JR AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SO WASHINGTON ST STE 301 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543014200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271561402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK & MARY PETERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9205449384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COUNTRY CLUB ROAD | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PETERSON | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 9205449384 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | PETERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE M LOTTO | PreparerPersonNm |
| PTIN | P00229043 | PTIN |
| Phone | 9204326466 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,309,699 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,701 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,968 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,000 | CashBOYAmt |
| Cash EOY | $39,036 | CashEOYAmt |
| Cash EOYFMV | $39,036 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $166,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,160 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74,188 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $74,613 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,946,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,972,441 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,181,890 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $234,517 | OtherAssetsBOYAmt |
| Other Assets EOY | $232,274 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,357,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,332,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,309,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,357,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,332,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,357,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,332,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,357,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,332,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,357,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,332,104 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,332,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 155 SH ISHARES CORE MSCI | P | 2022-01-01 | 2023-10-18 | $9,948 | $10,926 | -$978 | -$978 |
| 468 SH VANGUARD S/T TREAS | P | 2022-01-01 | 2023-10-18 | $26,907 | $27,687 | -$780 | -$780 |
| CAPITAL GAINS DIVIDENDS | P | $28,459 | $28,459 | $28,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,701 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,527 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,527 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,537 | OverpaymentAmt |
| Applied To ES Tax | $7,537 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK PETERSON | IndividualWithBooksNm |
| Phone | 9205449384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COUNTRY CLUB RD | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | TREASURER/VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRAD PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,097,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,222,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,222,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,189,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $990 | TotalTaxAmt |
| Distributable Before Adj | $108,461 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,461 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,461 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,997 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,997 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,997 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,997 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,764 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK PETERSON | ContributingManagerNm |
| Contributing Manager | MARY PETERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 1643 | WAUKESHA | WI | 53187 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| AMERICAN PARKINSON'S DISEASE ASSOC | |||||||
| PO BOX 750 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| AMAZING GRACE EQUINE SANCTUARY | |||||||
| W4985 CTY RD FF | ELKHART LAKE | WI | 53020 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $100 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| ASPIRO | |||||||
| 1673 DOUSMAN STREET | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITYSUPPORT CHARITABLE ACTIVITY | $500 |
| BEAMING INC | |||||||
| PO BOX 524 | NEENAH | WI | 54957 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN | |||||||
| 520 N BROADWAY STE 220 | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 1451 UNIVERSITY AVENUE | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| BROWN COUNTY SHERIFF'S BENEVOLENT ASSOCIATION | |||||||
| PO BOX 1612 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $100 |
| CASA OF BROWN COUNTY INC | |||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| CATHOLIC FOUNDATION | |||||||
| PO BOX 22128 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | BISHOPS APPEAL | $1,000 |
| CEREBRAL PALSY INC | |||||||
| 2801 SO WEBSTER AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| COMER CHILDREN'S HOSPITAL | |||||||
| 5235 S HARPER CT STE 450 | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| CURATIVE CONNECTION | |||||||
| 2900 CURRY LANE | GREEN BAY | WI | 54308 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $10,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FAMILY SERVICES | |||||||
| 300 CROOKS STREET | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| EXCEPTIONAL EQUESTIRIANS | |||||||
| 1130 ORLANDO DRIVE | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| GOLDEN HOUSE | |||||||
| 1120 UNIVERSITY AVE | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| FREEDOM HOUSE MINISTRIES INC | |||||||
| 2997 ST ANTHONY DRIVE | GREEN BAY | WI | 54311 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FRIENDS OF PBS WISCONSIN | |||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| INT'L RETT SYNDROME FND | |||||||
| 4500 COOPER RD STE 204 | CINCINNATI | OH | 45242 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| NAMI BROWN COUNTY | |||||||
| 1234 MAIN ST STE 11 | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| HABITAT FOR HUMANITY | |||||||
| 1967 ALLOUEZ AVENUE | GREEN BAY | WI | 54311 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| HOUSE OF HOPE | |||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| HOWE COMMUNITY RESOURCE CENTER | |||||||
| 526 S MONROE AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| PAWSITISM INC | |||||||
| 1229 ERIE AVENUE | SHEBOYGAN | WI | 53081 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $10,000 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| ONE TAIL AT A TIME | |||||||
| 2144 N WOOD | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| PATRIOT K9S OF WISCONSIN | |||||||
| 7333 STEWERT AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| PAUL'S PANTRY | |||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $6,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| SAFE HAVEN PET SANCTUARY | |||||||
| 151 N BROADWAY | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| SALVATION ARMY | |||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 WATERTOWN PLANK RD | MILWAUKEE | WI | 53225 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| ST JOHN THE BAPTIST PARISH | |||||||
| 2597 GLENDALE AVENUE | GREEN BAY | WI | 54313 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| ST JOHN'S MINISTRIES | |||||||
| PO BOX 1743 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER | |||||||
| 503 S MONROE AVENUE | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| YMCA | |||||||
| 235 N JEFFERSON STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| BONDUEL SCHOOL DISTRICT | |||||||
| 400 WEST GREEN BAY ST | BONDUEL | WI | 54107 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| COVANTAGE CARES FND (ENCOMPASS) | |||||||
| 1225 LAWRENCE DRIVE | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| UNITED WAY | |||||||
| 112 NORTH ADAMS ST STE 201 | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| VALLEY OF THE SUN YMCA | |||||||
| 1655 WEST FRYE ROAD | CHANDLER | AZ | 85224 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| YWCA | |||||||
| 230 S MADISON ST | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,226 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GERALD C. CONDON, JR & ASSOC | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $74,188 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $74,613 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB EX TRAD FDS | AT COST | $617,844 | $906,813 |
| CHARLES SCHWAB MUTUAL FDS | AT COST | $1,354,597 | $1,275,077 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INCOME | $2,238 | $0 |
| 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP | $49,349 | $49,344 |
| 2021 BASIS ADJ - DONATED 727 SH ISHARE CORE S&P 500 | $139,889 | $139,889 |
| 2021 BASIS ADJ - DONATED 609 SH VANGUARD SMALL CAP | $43,041 | $43,041 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY SB FEE | $125 | $0 | $0 |
| ANNUAL REPORT FEE | $25 | $0 | $0 |
| PROMOTIONAL EXPENSE | $100 | $0 | $0 |
| CHARLES SCHWAB ADV FEE | $6,968 | $6,968 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MARK PETERSON | |||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 |
| MARY PETERSON | |||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD #2315 | CategoryTxt |
| Amt | $465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments