2025-05-08T18:49:24-05:00 2024-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2024-01-01 271561402 MARK & MARY PETERSON FAMILY FOUNDATION INC MARK 9205449384 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARK PETERSON VICE-PRESIDENT 9205449384 2025-04-30 1 1 DIANE M LOTTO P00229043 9204326466 2024 2025-03-06 01:10:19Z X 2445641 X 25 X 206 206 56982 56982 43863 412878 43863 101076 101051 0 0 0 6500 0 0 10529 10394 0 17029 10394 0 123600 123600 140629 10394 123600 -39553 90657 39036 19032 19032 14160 113490 113490 74188 0 0 1972441 1927750 2313119 232274 232274 0 2332099 2292546 2445641 0 0 X 0 0 0 0 2332099 2292546 2332099 2292546 2332099 2292546 2332099 -39553 0 2292546 0 2292546 WESTERN ASSET CORE PLUS P 2024-05-28 135075 175673 -40598 -40598 US TREASURY P 2024-09-30 75000 74188 812 812 GATEWAY P 2024-10-28 63997 44154 19843 19843 US TREASURY P 2024-11-21 75000 75000 0 0 CAPITAL GAINS DIVIDENDS P 63806 63806 63806 43863 1260 0 1260 0 1260 7537 0 0 0 7537 0 6277 6277 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 2374982 79493 0 2454475 0 0 2454475 36817 2417658 120883 120883 1260 1260 119623 0 119623 0 119623 123600 0 123600 119623 12764 0 0 123600 12764 0 0 110836 0 0 0 0 0 0 0 0 8787 0 0 0 MARK PETERSON MARY PETERSON X ALTRUSA HOSPITALITY HOUSE 1116 E MASON ST GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 ALZHEIMERS DISEASE RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 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 1500 AMERICAN CANCER SOCIETY PO BOX 1643 WAUKESHA WI 53187 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 AMERICAN HEART ASSOCIATION PO BOX 78851 PHOENIX AZ 85062 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 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 ASPIRO 1673 DOUSMAN STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 BISHOPS APPEAL CATHOLIC FOUNDATION PO BOX 22128 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 520 N BROADWAY STE 220 GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 BONDUEL SCHOOL DISTRICT 400 WEST GREEN BAY ST BONDUEL WI 54107 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2500 BOYS AND GIRLS CLUB OF GREEN BAY 1451 UNIVERSITY AVENUE GREEN BAY WI 54302 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 100 CASA OF BROWN COUNTY INC 414 E WALNUT ST STE 170 GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 CEREBRAL PALSY INC 2801 SO WEBSTER AVENUE GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 CHILD LIFE UNIVERSITY OF CHICAGO 5235 S HARPER CT STE 450 CHICAGO IL 60615 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 ENCOMPASS EARLY EDUCATION 1823 S WEBSTER AVE GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 EXCEPTIONAL EQUESTIRIANS 1130 ORLANDO DRIVE DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 FAMILY SERVICES 300 CROOKS STREET GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 4000 FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 FREEDOM HOUSE MINISTRIES INC 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FRIENDS OF PBS WISCONSIN 821 UNIVERSITY AVENUE MADISON WI 53706 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 GOLDEN HOUSE 1120 UNIVERSITY AVE GREEN BAY WI 54302 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 GREATER CHICAGO FOOD DEPOSITORY 4100 WEST ANN LURIE PLACE CHICAGO IL 60632 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 HABITAT FOR HUMANITY 1967 ALLOUEZ AVENUE GREEN BAY WI 54311 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 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 1000 INT'L RETT SYNDROME FND 4500 COOPER RD STE 204 CINCINNATI OH 45242 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 NAMI BROWN COUNTY 1234 MAIN ST STE 11 GREEN BAY WI 54302 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 FOSTER THE VILLAGE 1440 DIVISION ST GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 NWTC EDUCATIONAL FOUNDATION PO BOX 19042 GREEN BAY WI 54307 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 15000 MARYVILLE UNIVERSITY 650 MARYVILLE UNIVERSITY DR ST LOUIS MO 63141 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 PATRIOT K9S OF WISCONSIN 7333 STEWERT AVENUE WAUSAU WI 54401 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 54302 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 7000 PAWS CHICAGO 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 2000 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 ST JOHN THE BAPTIST PARISH 2597 GLENDALE AVENUE GREEN BAY WI 54313 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 3000 ST JOHN'S MINISTRIES PO BOX 1743 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 3000 UNITED WAY 112 NORTH ADAMS ST STE 201 GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 VALLEY OF THE SUN YMCA 1655 WEST FRYE ROAD CHANDLER AZ 85224 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 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 40000 YWCA 230 S MADISON ST GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 CHICAGO RUN 4115 N RAVENSWOOD AVE CHICAGO IL 60613 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 CRIS CON LOS NINOS FDN 1721 SUNNYSIDE LN DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 123600 0 14 206 14 56982 18 43863 0 101051 0 101051 0 0 0 0 0 0 0 0 0 0 GERALD C. CONDON, JR & ASSOC 6500 0 0 CHARLES SCHWAB EX TRAD FDS AT COST 631097 1061382 CHARLES SCHWAB MUTUAL FDS AT COST 1296653 1251737 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP 49344 49344 2021 BASIS ADJ - DONATED 727 SH ISHARE CORE S&P 500 139889 139889 2021 BASIS ADJ - DONATED 609 SH VANGUARD SMALL CAP 43041 43041 BANK SERVICE CHARGE 10 0 0 ANNUAL REPORT FEE 25 0 0 PROMOTIONAL EXPENSE 100 0 0 CHARLES SCHWAB ADV FEE 10394 10394 0 MARK PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARY PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313