2025-05-14T18:41:59-05:00 2024-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2024-01-01 202066444 FORTUNE FAMILY FOUNDATION INC FORT 6084419848 2118 WAUNONA WAY MADISON WI 53713 SARA FORTUNE PRESIDENT 6084419848 2025-05-13 1 1 DIANE M LOTTO P00229043 9204326466 2024 2025-03-06 01:10:19Z X 46315 X X 1359 1359 2272 31775 2272 3631 3631 0 0 0 5 0 0 565 565 0 570 565 0 32259 32259 32829 565 32259 -29198 3066 1214 1529 1529 74292 44788 44786 25 15 0 75531 46332 46315 0 0 X 0 0 0 0 75531 46332 75531 46332 75531 46332 75531 -29198 0 46333 1 46332 ARTISAN INT FUND INSTITUTIONAL P 2021-11-23 2024-02-15 2441 2656 -215 -215 ARTISAN INT FUND INSTITUTIONAL P 2021-09-27 2024-06-17 1000 1306 -306 -306 ARTISAN INT FUND INSTITUTIONAL P 2021-09-27 2024-12-04 1000 1226 -226 -226 ARTISAN INT FUND INSTITUTIONAL P 2021-09-27 2024-12-20 1500 2106 -606 -606 COLUMBIA INCOME OPPS INS P 2021-09-29 2024-05-03 518 597 -79 -79 COLUMBIA INCOME OPPS INS P 2021-09-29 2024-06-17 500 575 -75 -75 COLUMBIA INCOME OPPS INS P 2021-09-29 2024-11-22 449 507 -58 -58 DODGE & COX INCOME PD I P 2021-06-29 2024-05-03 369 430 -61 -61 DODGE & COX INCOME PD I P 2021-06-29 2024-11-05 1000 1134 -134 -134 DODGE & COX INCOME PD I P 2021-06-29 2024-11-22 553 630 -77 -77 DODGE & COX INCOME PD I P 2021-06-29 2024-12-20 500 578 -78 -78 MFS MID CAP GROWTH CL R6 P 2021-10-01 2024-12-04 700 638 62 62 MFS MID CAP GROWTH CL R6 P 2021-10-01 2024-12-20 500 516 -16 -16 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-02-15 2537 2284 253 253 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-05-03 5165 4567 598 598 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-06-17 3017 2491 526 526 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-07-23 1019 830 189 189 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-11-22 4110 3114 996 996 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-12-04 1958 1453 505 505 VANGUARD LARGE-CAP ETF P 2021-09-27 2024-12-20 1646 1246 400 400 WCM FOCUSED EMRG MARKETS FD INST P 2022-02-18 2024-06-17 500 619 -119 -119 CAPITAL GAINS DIVIDENDS P 793 793 793 2272 43 0 43 0 43 139 0 0 0 139 0 96 96 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A CHRIS AND SARA FORTUNE 6084419848 2118 WAUNONA WAY MADISON WI 537131618 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER S FORTUNE 2118 WAUNONA WAY MADISON WI 537131618 VICE PRESIDENT & SECRETARY 0.00 0 0 0 SARA H FORTUNE 2118 WAUNONA WAY MADISON WI 537131618 PRESIDENT & TREASURER 0.00 0 0 0 EMMA B FORTUNE 2118 WAUNONA WAY MADISON WI 537131618 DIRECTOR 0.00 0 0 0 HEATHER B FORTUNE 2118 WAUNONA WAY MADISON WI 537131618 DIRECTOR 0.00 0 0 0 KELLY G FORTUNE 2118 WAUNONA WAY MADISON WI 537131618 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 903 61366 0 62269 0 0 62269 934 61335 3067 3067 43 43 3024 0 3024 0 3024 32259 0 32259 3024 0 0 71295 45428 172550 6358 7478 303109 32259 0 0 0 3024 29235 0 0 332344 0 0 0 0 0 0 71295 261049 45428 172550 6358 7478 29235 CHRISTOPHER S FORTUNE SARA H FORTUNE X ST JUDE CHILDREN RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 5000 BOYS & GIRLS CLUB DANE COUNTY 1818 W BELTLINE MADISON WI 53713 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 3259 FOUNDATIONS FOR PERIPHERAL NEUROPATHY 485 E HALF DAY RD STE 350 BUFFALO GROVE IL 60089 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 500 UW FOUNDATION - WONDERS OF PHYSICS OUTREACH FUND PO BOX 78807 MILWAUKEE WI 53278 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 500 NOTRE DAME COLLEGE PREP 7655 W DEMPSTER NILES IL 60714 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 500 CHILDREN'S DYSLEXIA CENTER 301 WISCONSIN AVE MADISON WI 53703 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 5000 BLACK MEN COALITION OF DANE COUNTY 5 N PINCKNEY ST MADISON WI 53703 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 6000 MADISON LAKEWAY PARTNERS PO BOX 259173 MADISON WI 53725 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 1000 WISCONSIN YOUNG SYMPHONY ORCHESTRAS PO BOX 258039 MADISON WI 53725 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 1000 ROOT 2 RISE PO BOX 5044 MADISON WI 53705 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 500 LATINO WORKFORCE DEVELOPMENT CENTER 2909 LANDMARK PL STE 203 MADISON WI 53713 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 5000 DROPS OF KINDNESS 314 N CLEVELAND ST POYNETTE WI 53955 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 4000 32259 0 14 1359 18 2272 0 3631 0 3631 0 0 0 0 0 0 0 0 0 0 NICOLET NAT'L SECURITIES AT COST 44788 44786 DIVIDENDS/INTEREST ACCRUED 25 15 ROUNDING 1 NICOLET NATL BANK FEES 565 565 0 FOREIGN TAXES WITHHELD 5 0 0