2022-05-11T16:48:23-05:00 2021-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2021-01-01 271561402 MARK & MARY PETERSON FAMILY FOUNDATION INC MARK 9205449384 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARK PETERSON VICE-PRESIDENT 9205449384 2022-04-27 1 MARK PETERSON XXX-XX-XXXX DIANE M LOTTO P00229043 9204326466 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2649163 X 1008344 30711 30711 239318 1315190 674549 1278373 705260 0 0 0 4277 0 0 409 0 0 11807 11647 0 16493 11647 0 127730 127730 144223 11647 127730 1134150 693613 13244 98245 98245 1070765 2054783 2550918 192091 256982 0 1276100 2410010 2649163 0 0 X 0 0 0 0 1276100 2410010 1276100 2410010 1276100 2410010 1276100 1134150 0 2410250 240 2410010 SCH 1 - MORGAN STANLEY 7542 P 2021-01-01 2021-12-31 110720 114077 -3357 -3357 SCH 2 - MORGAN STANLEY 7542 P 2020-01-01 2021-12-31 548531 353888 194643 194643 SCH 3 - MORGAN STANLEY 7542 P 2020-01-01 2021-12-31 585667 172676 412991 412991 CAPITAL GAINS DIVIDENDS P 70272 70272 70272 674549 9641 0 9641 0 9641 1519 0 0 0 1519 0 8122 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 2078289 33620 0 2111909 0 0 2111909 31679 2080230 104012 104012 9641 9641 94371 0 94371 0 94371 127730 0 127730 94371 2089 0 0 127730 2089 0 0 94371 31270 0 0 31270 0 0 0 0 0 0 0 31270 31270 MARK PETERSON MARY PETERSON X AMAZING GRACE EQUINE SANCTUARY W4985 CTY RD FF ELKHART LAKE WI 53020 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 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 20 BROWN COUNTY UNITED WAY PO BOX 1593 GREEN BAY WI 54305 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 21000 CEREBRAL PALSY INC 2801 SO WEBSTER AVENUE GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 15000 CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 40000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FAMILY SERVICES 300 CROOKS STREET GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 FOUNDATIONS HEALTH & WELLNESS 1061 W MASON STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FREEDOM HOUSE MINISTRIES INC 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 1000 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 5110 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 54302 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 5000 SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1100 SPECIAL OLYMPICS - WISCONSIN 2310 CROSSROADS DR STE 1000 MADISON WI 53718 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 ST JOHN THE EVANGELIST HOMELESS SHELTER PO BOX 1743 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1200 YMCA 235 N JEFFERSON STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 ST JOHN THE BAPTIST PARISH 2597 GLENDALE AVENUE GREEN BAY WI 54313 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 3500 GREATER GREEN BAY COMMUNITY FOUNDATION 320 N BROADWAY STE 260 GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 PAWS CHICAGO 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FELINE & CANINES 6379 N PAULINA STREET CHICAGO IL 60660 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 CHICAGO RUN 3611 N KEDZIE AVENUE CHICAGO IL 60618 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 GREATER CHICAGO FOOD 4100 WEST ANN LURIE PLACE CHICAGO IL 60632 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 UNIVERSITY OF CHICAGO - CHILD LIFE SPECIAL PROJECTS 5235 S HARPER COURT STE 450 CHICAGO IL 60615 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 CHICAGO CARES 641 W LAKE ST STE 200 CHICAGO IL 60661 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 FRIENDS OF PBS WISCONSIN 821 UNIVERSITY AVENUE MADISON WI 53706 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 520 N BROADWAY STE 220 GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 COMPRESS & SCHOCK FOUNDATION PO BOX 4282 ROANOKE VA 24015 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER 503 S MONROE AVENUE GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 ENCOMPASS EARLY EDUCATION AND CARE INC PO BOX 1627 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 BEAMING INC 2692 COUNTY ROAD GG NEENAH WI 54956 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 EXCEPTIONAL EQUESTRIANS 1130 ORLANDO DRIVE DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 SYBLE HOPP SCHOOL 755 SCHEURING ROAD DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 BONDUEL SCHOOL DISTRICT 400 W GREEN BAY STREET BONDUEL WI 54107 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 WESTWOOD ELEMENTARY SCHOOL 1155 WESTWOOD DRIVE DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 127730 0 14 30711 18 239318 0 270029 0 270029 0 0 0 0 0 0 0 0 0 0 X X 1 MARK PETERSON 100 COUNTRY CLUB RD GREEN BAY WI 54313 504172 X 2 MARY PETERSON 100 COUNTRY CLUB RD GREEN BAY WI 54313 504172 X GERALD C. CONDON, JR & ASSOC 4277 0 0 MORGAN STANLEY SB EQUITY FUND 665819 1046116 MORGAN STANLEY SB MUTUAL FUND 1388964 1504802 ACCRUED INCOME 396 1354 2016 BASIS ADJ - DONATED 28 SH S&P 500 INDEX 3527 0 2016 BASIS ADJ - DONATED 130 SH S&P 500 INDEX 15400 0 2018 BASIS ADJ - DONATED 396 SH VANGUARD SM CAP 33880 0 2018 BASIS ADJ - DONATED 76 SH VANGUARD SM CAP 6357 0 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP 132531 49344 2021 BASIS ADJ - DONATED 845 SH ISHARE CORE S&P 0 163243 2021 BASIS ADJ - DONATED 609 SH VANGUARD SMALL CAP 0 43041 NON-DEDUCTIBLE CONTRIBUTION TO NWTC EDUCATIONAL FND 240 MORGAN STANLEY SB FEE 11238 11238 0 PROMOTIONAL EXPENSE 150 0 0 MISCELLANEOUS INVESTMENT EXPENSE 409 409 0 ANNUAL REPORT FEE 10 0 0 MARK PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARY PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 FOREIGN TAX WITHHELD #7542 409 0 0