MARK & MARY PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARK & MARY PETERSON FAMILY FOUNDATION INC (EIN 27-1561402)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349105433
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T16:21:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-12 | 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 | 2022 | 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 | $2,101,086 | 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 |
| Dividends Rev And Expnss | $42,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,927 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,393 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,320 | 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 | $7,384 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $10,000 | CashEOYAmt |
| Cash EOYFMV | $10,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,978 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,054,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,946,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,924,108 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $256,982 | OtherAssetsBOYAmt |
| Other Assets EOY | $234,517 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,410,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,357,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,101,086 | 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 | $2,410,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,357,536 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,410,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,357,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,410,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,357,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,410,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500 | OtherIncreasesAmt |
| Subtotal | $2,357,776 | SubtotalAmt |
| Other Decreases | $240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,357,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCH 1 - MORGAN STANLEY 7542 | P | 2022-01-01 | 2022-12-31 | $16,518 | $24,074 | -$7,556 | -$7,556 |
| SCH 2 - MORGAN STANLEY 7542 | P | 2021-01-01 | 2022-12-31 | $211,769 | $186,026 | $25,743 | $25,743 |
| SCH 3 - MORGAN STANLEY 7542 | P | 2021-01-01 | 2022-12-31 | $13,848 | $11,653 | $2,195 | $2,195 |
| CAPITAL GAINS DIVIDENDS | P | $32,011 | $32,011 | $32,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,393 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,680 | 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 | $9,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,527 | OverpaymentAmt |
| Applied To ES Tax | $8,527 | 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 | $2,204,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,304,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,304,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,269,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,153 | TotalTaxAmt |
| Distributable Before Adj | $112,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $31,270 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,273 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,273 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,997 | ExcessFromYear1Amt |
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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZING GRACE EQUINE SANCTUARY | |||||||
| W4985 CTY RD FF | ELKHART LAKE | WI | 53020 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $300 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| BEAMING INC | |||||||
| 2692 COUNTY ROAD GG | NEENAH | WI | 54956 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN | |||||||
| 520 N BROADWAY STE 220 | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| ALTRUSA HOUSE | |||||||
| 1116 E MASON STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 SOUTH ONEIDA STREET | GREEN BAY | WI | 54303 | 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 | $50 |
| ASPIRE INC | |||||||
| PO BOX 41318 | ARLINGTON | VA | 22204 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITYSUPPORT CHARITABLE ACTIVITY | $1,000 |
| CASA OF BROWN COUNTY INC | |||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| 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 | $1,000 |
| ONE TAIL AT A TIME | |||||||
| 2020 N CALIFORNIA STE 7 | CHICAGO | IL | 60647 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| CHICAGO RUN | |||||||
| 3611 N KEDZIE AVENUE | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| COMER CHILDREN'S HOSPITAL | |||||||
| 5721 S MARYLAND AVENUE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| CURATIVE CONNECTION | |||||||
| 2900 CURRY LANE | GREEN BAY | WI | 54308 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $30,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | 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 |
| PATRIOT K9S OF WISCONSIN | |||||||
| 7333 STEWERT AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FAMILY SERVICES | |||||||
| 300 CROOKS STREET | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FEEDING AMERICA OF NORTHEASTERN WISCONSIN | |||||||
| 2911 W EVERGREEN DRIVE | APPLETON | WI | 54913 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FOUNDATIONS HEALTH & WELLNESS | |||||||
| 1061 W MASON STREET | GREEN BAY | WI | 54303 | 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 | $1,500 |
| 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 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 320 N BROADWAY STE 260 | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| HABITAT FOR HUMANITY | |||||||
| 1967 ALLOUEZ AVENUE | GREEN BAY | WI | 54311 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| 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 | $500 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $5,970 |
| PAUL'S PANTRY | |||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| SALVATION ARMY | |||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1711 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| ST JOHN THE BAPTIST PARISH | |||||||
| 2597 GLENDALE AVENUE | GREEN BAY | WI | 54313 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $4,000 |
| ST JOHN THE EVANGELIST HOMELESS SHELTER | |||||||
| PO BOX 1743 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| GREEN BAY POLICE BENEVOLENT ASSOCIATION | |||||||
| PO BOX 671 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $100 |
| SHARON S RICHARDSON COMMUNITY HOSPICE | |||||||
| W2850 WI 28 | SHEBOYGAN FALLS | WI | 53085 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| 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 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,560 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,927 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,988 | 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 | $7,384 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SB EQUITY FUND | $650,562 | $802,863 |
| MORGAN STANLEY SB MUTUAL FUND | $1,295,479 | $1,121,245 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INCOME | $1,354 | $2,238 |
| 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP | $49,344 | $49,349 |
| 2021 BASIS ADJ - DONATED 727 SH ISHARE CORE S&P 500 | $163,243 | $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 | NON-DEDUCTIBLE CONTRIBUTION TO NWTC EDUCATIONAL FND | Desc |
| Amt | $240 | 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 | $12,381 | $12,381 | $0 |
| ANNUAL REPORT FEE | $25 | $0 | $0 |
| PROMOTIONAL EXPENSE | $140 | $0 | $0 |
| ROUNDING | -$3 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR VOIDED CHECK 1508 | Desc |
| Amt | $500 | Amt |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD #7542 | $458 | $0 | $0 |
| 2021 EXCISE TAX | $8,122 | $0 | $0 |
| 2022 ESTIMATED TAX | $9,680 | $0 | $0 |
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