MARK & MARY PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARK & MARY PETERSON FAMILY FOUNDATION INC (EIN 27-1561402)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-19
- IRS object ID
- 202031409349100708
- Schema version
- 2019v5.1
- 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 Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-19T13:28:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD C CONDON JR | PreparerPersonNm |
| PTIN | P00229044 | PTIN |
| Phone | 9204326466 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.32.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 17:21:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FEBE19BDCF0B6EA5A2FE33F181225CABF86D83CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5E2A866BB2D45702382CC3AF94ED6B940035BDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,178,159 | 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 | $10 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $183,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,851 | 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 | $1,582 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,188 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $870,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $930,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,160,802 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $127,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $59,950 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $715 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,013,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,007,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,178,159 | 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 | $1,013,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,007,274 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,013,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,007,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,013,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,007,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,013,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,007,274 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,007,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1992.032 SH INVESCO CONSERVATION | P | 2018-05-22 | 2019-11-07 | $20,000 | $19,940 | $60 | $60 |
| 911.577 SH METROPOLITAN WEST TOT RT | P | 2014-11-05 | 2019-11-07 | $10,000 | $9,909 | $91 | $91 |
| 110 SH VANGUARD LG CAP | P | 2010-01-11 | 2019-11-08 | $15,521 | $5,762 | $9,759 | $9,759 |
| 792 SH VANGUARD SM CAP | P | 2010-09-27 | 2019-03-04 | $122,042 | $67,829 | $54,213 | $54,213 |
| CAPITAL GAINS DIVIDENDS | P | $15,862 | $15,862 | $15,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,985 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,018,127 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $781,006 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $489,691 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,853 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $510,204 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052632 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,197 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $528,752 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051436 | DistributionYr5Rt |
| Total Distribution | 0.245374 | TotalDistributionRt |
| Average Distribution | 0.049075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,128,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,383 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $987 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,973 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,973 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,525 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,525 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $448 | TaxDueAmt |
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 | $1,128,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,128,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,973 | TotalTaxAmt |
| Distributable Before Adj | $54,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,074 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,074 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $630 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOUSE OF HOPE | |||||||
| 1660 CHRISTIANA 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 | $1,000 |
| 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 | $1,000 |
| CASA OF BROWN COUNTY INC | |||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $900 |
| CATHOLIC FOUNDATION | |||||||
| PO BOX 22128 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | BISHOPS APPEAL | $100 |
| CEREBRAL PALSY INC | |||||||
| 2801 SO WEBSTER AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| 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 | $500 |
| FAMILY SERVICES | |||||||
| 300 CROOKS STREET | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| LIBERTAS | |||||||
| 1701 DOUSMAN STREET | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,500 |
| PAUL'S PANTRY | |||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| SALVATION ARMY | |||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | 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 | $3,500 |
| ST JOHN THE EVANGELIST HOMELESS SHELTER | |||||||
| PO BOX 1743 | 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 | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,202 | 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 | $1,582 | 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 | $120,483 | $273,591 |
| MORGAN STANLEY SB MUTUAL FUND | $810,199 | $887,211 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $741 | $715 | $715 |
| 2016 BAL ADJ - 28 SH S&P 500 INDEX | $3,527 | $3,527 | |
| 2016 BAL ADJ - 130 SH S&P 500 INDEX | $15,400 | $15,400 | |
| 2017 BAL ADJ - 339 SH VANGUARD SM CAP | $29,144 | $0 | |
| 2018 BAL ADJ - 396 SH VANGUARD SM CAP | $72,636 | $33,818 | |
| 2018 BAL ADJ - 76 SH VANGUARD SM CAP | $6,357 | $6,490 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $10 | $0 | $0 |
| MORGAN STANLEY SB FEE | $6,178 | $6,178 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD #7542 | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments