2023-05-15T16:21:10-05:00 2022-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2022-01-01 461620539 MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC MICH 9204972652 1500 FOX RIVER DRIVE DE PERE WI 54115 MICHAEL J HADDAD PRESIDENT 9204972652 2023-05-12 1 MICHAEL HADDAD XXX-XX-XXXX 1 GERALD C CONDON JR P00229044 9204326466 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1882675 X 752442 41075 41075 -208647 2478359 175640 533 533 585403 217248 0 0 0 3928 0 0 12604 12604 0 2800 0 0 19332 12604 0 441341 441341 460673 12604 441341 124730 204644 17248 184328 184328 3160 3160 3160 3160 73469 710652 706881 1201594 576986 558439 490233 435082 429867 688 557 0 1786392 1910765 1882675 0 0 X 0 0 0 0 1786392 1910765 1786392 1910765 1786392 1910765 1786392 124730 0 1911122 357 1910765 SCH 1 - MORGAN STANLEY 2450 P 2022-01-01 2022-12-31 77012 84789 -7777 -7777 SCH 2 - MORGAN STANLEY 7635 P 2022-01-01 2022-12-31 133556 158837 -25281 -25281 SCH 3 - MORGAN STANLEY 7635 P 2021-01-01 2022-12-31 2261753 2059093 202660 202660 CAPITAL GAINS DIVIDENDS P 6038 6038 6038 175640 2845 0 2845 0 2845 1280 0 0 0 1280 0 1565 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A MICHAEL HADDAD 9204972652 1500 FOX RIVER DRIVE DE PERE WI 54115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL J HADDAD 1500 FOX RIVER DRIVE DE PERE WI 54115 PRESIDENT/TREASURER 0.00 0 0 0 LEANNE K HADDAD 1500 FOX RIVER DRIVE DE PERE WI 54115 SECRETARY/VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 1647157 40893 0 1688050 0 0 1688050 25321 1662729 83136 83136 2845 2845 80291 0 80291 0 80291 441341 0 441341 80291 0 0 154192 91939 117059 298795 185266 847251 441341 0 0 0 80291 361050 0 0 1208301 0 0 0 0 0 0 154192 1054109 91939 117059 298795 185266 361050 MICHAEL J HADDAD LEANNE K HADDAD X GREEN BAY AREA CATHOLIC EDUCATION 2575 S WEBSTER AVE GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 3500 RONALD MCDONALD HOUSE CHARITIES 8948 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 NONE PUBLIC CHARITY CHARITABLE 25000 BELLIN HEALTH FOUNDATION 744 S WEBSTER AVE GREEN BAY WI 54305 NONE PUBLIC CHARITY CHARITABLE 14500 ST JOHN'S SHELTER PO BOX 1743 GREEN BAY WI 54305 NONE PUBLIC CHARITY CHARITABLE 5000 AMERICAN CANCER SOCIETY 2100 RIVERSIDE DRIVE GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 2500 HERITAGE HILL FOUNDATION 2640 S WEBSTER AVE GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 5000 BROWN COUNTY ORAL HEALTH 1245 MAIN STREET GREEN BAY WI 54302 NONE PUBLIC CHARITY CHARITABLE 200 SCHREIBER FOODS FOUNDATION 425 PINE STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 250000 ENVISION GREATER GREEN BAY 112 N ADAMS STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 5000 CP CENTER OF GREEN BAY 2801 S WEBSTER AVE GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 1030 ENCOMPASS EARLY EDUCATION PO BOX 1627 GREEN BAY WI 54305 NONE PUBLIC CHARITY CHARITABLE 12500 FOSTER THE VILLAGE 1440 DIVISION STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY CHARITABLE 12500 GREATER GREEN BAY COMMUNITY FOUNDATION 310 N BROADWAY STE 260 GREEN BAY WI 54303 NONE PUBLIC CHARITY CHARITABLE 1000 GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY WI 54303 NONE PUBLIC CHARITY CHARITABLE 5000 GREEN BAY PUBLIC SCHOOLS ED FOUNDATION 400 S WASHINGTON ST GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 8334 GREEN BAY AREA CATHOLIC HIGH SCHOOL PO BOX 1117 GREEN BAY WI 54305 NONE PUBLIC CHARITY CHARITABLE 1000 GEN YOUTH 200 VESEY ST FL 24 NEW YORK NY 10281 NONE PUBLIC CHARITY CHARITABLE 10000 MAKE A WISH FOUNDATION 100 W COLLEGE AVE STE 50E APPLETON WI 54911 NONE PUBLIC CHARITY CHARITABLE 5000 MISSION GUIDES 515 S IRWIN AVENUE GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 5000 NORTHEAST WI TECHNICAL COLLEGE FOUNDATION PO BOX 19042 GREEN BAY WI 54307 NONE PUBLIC CHARITY EDUCATIONAL 1000 ST NORBERT COLLEGE 100 GRANT ST DE PERE WI 54115 NONE PUBLIC CHARITY EDUCATIONAL 27577 THE AUTOMOBILE GALLERY 400 S ADAMS STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 2000 BROWN COUNTY UNITED WAY PO BOX 1593 GREEN BAY WI 54305 NONE PUBLIC CHARITY CHARITABLE 10000 UNIVERSITY OF WISCONSIN - GREEN BAY 2420 NICOLET DR GREEN BAY WI 54311 NONE PUBLIC CHARITY CHARITABLE 28000 WILLOW TREE 503 S MONROE AVENUE GREEN BAY WI 54301 NONE PUBLIC CHARITY CHARITABLE 700 441341 0 14 41075 14 533 18 -208647 0 -167039 0 -167039 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL AND LEANNE HADDAD 1500 FOX RIVER DRIVE DE PERE WI 54115 752442 X 1 9,202 SH OF 150 VARIOUS NYSE STOCKSITEMIZED LIST AVAILABLE 752442 2022-11-01 GERALD C. CONDON, JR. & ASSOC. 3928 0 0 MORGAN STANLEY MUTUAL FUNDS 576986 558439 MORGAN STANLEY EQUITIES 710652 706881 MORGAN STANLEY CLOSED-END FUNDS AT COST 435082 429867 ACCRUED INCOME 688 557 NON-DEDUCTIBLE CONTRIBUTION TO WILLOW TREE 300 NON-DEDUCTIBLE CONTRIBUTION TO MAKE-A-WISH FOUNDATION 57 MORGAN STANLEY 7635 MISC INCOME 131 131 131 MORGAN STANLEY 2450 MISC INCOME 402 402 402 MORGAN STANLEY ADVISORY FEE 7635 10876 10876 0 MORGAN STANLEY ADVISORY FEE 2450 1728 1728 0 MICHAEL J HADDAD 1500 FOX RIVER DRIVE DE PERE WI 54115 LEANNE K HADDAD 1500 FOX RIVER DRIVE DE PERE WI 54115 2021 EXCISE TAX 837 0 0 2022 ESTIMATED TAX 1280 0 0 FOREIGN TAX WITHHOLDING 2450 571 0 0 FOREIGN TAX WITHHOLDING 7635 112 0 0