2021-05-12T11:24:16-05:00 2020-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2020-01-01 271561402 MARK & MARY PETERSON FAMILY FOUNDATION INC MARK 9205449384 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARK PETERSON VICE-PRESIDENT 9205449384 2021-05-10 1 MARK PETERSON XXX-XX-XXXX GERALD C CONDON JR P00229044 9204326466 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1543223 X 297316 X 23665 23665 17693 176682 17693 338674 41358 0 0 0 5359 0 0 2535 0 0 6754 6744 0 14648 6744 0 55025 55025 69673 6744 55025 269001 34614 16642 13244 13244 930682 1070765 1529583 59950 192091 396 1007274 1276100 1543223 0 0 X 0 0 0 0 1007274 1276100 1007274 1276100 1007274 1276100 1007274 269001 0 1276275 175 1276100 SCH 1 - MORGAN STANLEY 7542 P 2020-01-01 2020-12-31 5289 5575 -286 -286 SCH 2 - MORGAN STANLEY 7542 P 2019-01-01 2020-12-31 115264 125818 -10554 -10554 SCH 3 - MORGAN STANLEY 7542 P 2019-01-01 2020-12-31 35730 27596 8134 8134 CAPITAL GAINS DIVIDENDS P 20399 20399 20399 17693 481 0 481 0 481 2000 0 0 0 2000 0 1519 1519 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 1143772 12870 0 1156642 0 0 1156642 17350 1139292 56965 56965 481 481 56484 0 56484 0 56484 55025 0 55025 0 55025 56484 630 0 0 55025 630 0 0 54395 0 0 0 0 0 0 0 0 2089 0 0 0 X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 300 FOUNDATIONS HEALTH & WELLNESS 1061 W MASON STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 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 500 BROWN COUNTY SHERIFF'S BENEVOLENT ASSOCIATION PO BOX 1612 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 250 BROWN COUNTY UNITED WAY PO BOX 1593 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITYSUPPORT CHARITABLE ACTIVITY 500 CASA OF BROWN COUNTY INC 414 E WALNUT ST STE 170 GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 25000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 FAMILY SERVICES 300 CROOKS STREET GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 NWTC EDUCATIONAL FOUNDATION PO BOX 19042 GREEN BAY WI 54307 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 4275 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 1000 ST JOHN THE BAPTIST PARISH 2597 GLENDALE AVENUE GREEN BAY WI 54313 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 3000 ST JOHN THE EVANGELIST HOMELESS SHELTER PO BOX 1743 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 YMCA 235 N JEFFERSON STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 4500 FREEDOM HOUSE MINISTRIES INC 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 HABITAT FOR HUMANITY 1967 ALLOUEZ AVENUE GREEN BAY WI 54311 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 HOWE COMMUNITY RESOURCE CENTER 526 S MONROE AVENUE GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 55025 0 14 23665 18 17693 0 41358 0 41358 0 0 0 0 0 0 0 0 0 0 GERALD C. CONDON, JR & ASSOC 5359 0 0 MORGAN STANLEY SB EQUITY FUND 355479 688815 MORGAN STANLEY SB MUTUAL FUND 715286 840768 ACCRUED INCOME 715 396 396 2016 BASIS ADJ - DONATED 28 SH S&P 500 INDEX 3527 3527 2016 BASIS ADJ - DONATED 130 SH S&P 500 INDEX 15400 15400 2018 BASIS ADJ - DONATED 396 SH VANGUARD SM CAP 33818 33880 2018 BASIS ADJ - DONATED 76 SH VANGUARD SM CAP 6490 6357 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP 0 132531 NON-DEDUCTIBLE CONTRIBUTION TO NWTC EDUCATIONAL FND 175 ANNUAL REPORT 10 0 0 MORGAN STANLEY SB FEE 6370 6370 0 MORGAN STANLEY SB MARGIN INT 228 228 0 MISC EXPENSE 146 146 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 87 0 0 2019 EXCISE TAX 448 0 0 2020 ESTIMATED TAX 2000 0 0