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 271561402 MARK & MARY PETERSON FAMILY FOUNDATION INC MARK 9205449384 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARK PETERSON VICE-PRESIDENT 9205449384 2023-05-12 1 MARK PETERSON XXX-XX-XXXX 1 DIANE M LOTTO P00229043 9204326466 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2101086 X 25 X 42927 42927 29061 274146 52393 72013 95320 0 0 0 7384 0 0 18260 0 0 12543 12381 0 38187 12381 0 86560 86560 124747 12381 86560 -52734 82939 10000 10000 98245 166978 166978 2054783 1946041 1924108 256982 234517 0 2410010 2357536 2101086 0 0 X 0 0 0 0 2410010 2357536 2410010 2357536 2410010 2357536 2410010 -52734 500 2357776 240 2357536 SCH 1 - MORGAN STANLEY 7542 P 2022-01-01 2022-12-31 16518 24074 -7556 -7556 SCH 2 - MORGAN STANLEY 7542 P 2021-01-01 2022-12-31 211769 186026 25743 25743 SCH 3 - MORGAN STANLEY 7542 P 2021-01-01 2022-12-31 13848 11653 2195 2195 CAPITAL GAINS DIVIDENDS P 32011 32011 32011 52393 1153 0 1153 0 1153 9680 0 0 0 9680 0 8527 8527 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A MARK PETERSON 9205449384 100 COUNTRY CLUB RD GREEN BAY WI 54313 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 NONE 0 0 2204992 99295 0 2304287 0 0 2304287 34564 2269723 113486 113486 1153 1153 112333 500 112833 0 112833 86560 0 86560 112833 0 0 31270 31270 86560 0 0 0 86560 0 26273 26273 4997 0 0 0 0 0 0 0 4997 4997 MARK PETERSON MARY PETERSON X AMAZING GRACE EQUINE SANCTUARY W4985 CTY RD FF ELKHART LAKE WI 53020 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 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 1000 BEAMING INC 2692 COUNTY ROAD GG NEENAH WI 54956 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 520 N BROADWAY STE 220 GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 ALTRUSA HOUSE 1116 E MASON STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 1000 CASA OF BROWN COUNTY INC 414 E WALNUT ST STE 170 GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 CATHOLIC FOUNDATION PO BOX 22128 GREEN BAY WI 54305 NONE PUBLIC CHARITY BISHOPS APPEAL 1000 CEREBRAL PALSY INC 2801 SO WEBSTER AVENUE GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 1000 CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 30000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 1000 FAMILY SERVICES 300 CROOKS STREET GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2500 FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FEEDING AMERICA OF NORTHEASTERN WISCONSIN 2911 W EVERGREEN DRIVE APPLETON WI 54913 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FOUNDATIONS HEALTH & WELLNESS 1061 W MASON STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 FREEDOM HOUSE MINISTRIES INC 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 1500 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 1000 HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 5970 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 54302 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 5000 PAWS CHICAGO 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 LEUKEMIA & LYMPHOMA SOCIETY 1711 BROADWAY ST NE MINNEAPOLIS MN 55413 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 ST JOHN THE BAPTIST PARISH 2597 GLENDALE AVENUE GREEN BAY WI 54313 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 4000 ST JOHN THE EVANGELIST HOMELESS SHELTER PO BOX 1743 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 1500 WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER 503 S MONROE AVENUE GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 YMCA 235 N JEFFERSON STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 3000 NWTC EDUCATIONAL FOUNDATION PO BOX 19042 GREEN BAY WI 54307 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 140 86560 0 14 42927 18 29061 0 71988 0 71988 0 0 0 0 0 0 0 0 0 0 GERALD C. CONDON, JR & ASSOC 7384 0 0 MORGAN STANLEY SB EQUITY FUND 650562 802863 MORGAN STANLEY SB MUTUAL FUND 1295479 1121245 ACCRUED INCOME 1354 2238 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP 49344 49349 2021 BASIS ADJ - DONATED 727 SH ISHARE CORE S&P 500 163243 139889 2021 BASIS ADJ - DONATED 609 SH VANGUARD SMALL CAP 43041 43041 NON-DEDUCTIBLE CONTRIBUTION TO NWTC EDUCATIONAL FND 240 MORGAN STANLEY SB FEE 12381 12381 0 ANNUAL REPORT FEE 25 0 0 PROMOTIONAL EXPENSE 140 0 0 ROUNDING -3 0 0 PRIOR YEAR VOIDED CHECK 1508 500 MARK PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARY PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 FOREIGN TAX WITHHELD #7542 458 0 0 2021 EXCISE TAX 8122 0 0 2022 ESTIMATED TAX 9680 0 0