2017-05-08T11:17:42-05:00 2016-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2016-01-01 271561402 MARK & MARY PETERSON FAMILY FOUNDATION INC MARK 9205449384 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARK PETERSON VICE-PRESIDENT 9205449384 2017-05-05 1 GERALD C CONDON JR P00229044 9204326466 X 69.129.142.242 2017-05-05 11:57:57 CD P 22F7E01AF8787292D7C9A80310991B47D55CCEE6 48C0159C0B0AFB683AF94AC349E3D807DB878081 2016 2021-01-29 14:40:06Z X 731662 X 251965 X 9586 8988 8571 275358 127339 270122 136327 0 0 0 900 0 0 428 0 0 2799 2789 0 4127 2789 0 26000 26000 30127 2789 26000 239995 133538 9585 38726 38726 421158 631935 692686 174 250 250 430917 670911 731662 0 0 X 0 0 0 0 430917 670911 430917 670911 430917 670911 430917 239995 0 670912 1 670911 68.486 SH IVY ASSET STRATEGY I P 2015-12-10 2016-05-03 1449 1542 -93 -93 200.019 SH IVY ASSET STRATEGY I P 2014-12-11 2016-05-03 4232 5217 -985 -985 907.441 SH BAIRD CORE PLUS BOND INST P 2010-08-18 2016-12-01 10000 9746 254 254 168.577 SH HARBOR CAP APP INST P 2011-11-30 2016-12-01 10000 6357 3643 3643 842.539 SH IVY ASSET STRATEGY I P 2011-12-08 2016-05-03 17828 18479 -651 -651 942 SH S & P 500 INDEX FUND P 2009-10-02 2016-12-14 215267 97110 118157 118157 428.449 SH TEMPLETON GLOBAL BD FD P 2010-08-17 2016-10-24 5000 5628 -628 -628 271.887 SH VOYA GLOBAL REAL ESTATE I P 2010-08-17 2016-12-01 5000 3940 1060 1060 CAPITAL GAINS DIVIDENDS P 6582 6582 6582 127339 0 26853 510204 0.052632 27197 528752 0.051436 25245 511138 0.049390 26360 492175 0.053558 23793 502903 0.047311 0.254327 0.050865 489691 24908 1335 26243 26000 2671 0 2671 0 2671 0 5 2676 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 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 489322 7826 0 497148 0 0 497148 7457 489691 24485 24485 2671 2671 21814 0 21814 0 21814 26000 0 26000 0 26000 21814 0 0 1106 1699 2805 26000 0 0 0 21814 4186 0 0 6991 0 0 0 0 0 0 0 6991 1106 1699 4186 X GREEN BAY POLICE BENEVOLENT ASSOCIATION PO BOX 671 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 BIKING FOR BABIES PO BOX 252 SIKESTON MO 63801 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 BOY SCOUTS OF AMERICA - BAY LAKES COUNCIL 2555 NORTHERN ROAD APPLETON WI 54912 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 250 BROWN COUNTY SHERIFF'S BENEVOLENT ASSOCIATION PO BOX 1612 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 GREEN BAY FRATERNAL ORDER OF POLICE PO BOX 932 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 CASA OF BROWN COUNTY INC 414 E WALNUT ST STE 170 GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 600 ENCOMPASS EARLY EDUCATION & CARE INC PO BOX 1627 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 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 10000 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 500 GREATER GREEN BAY YMCA STRONG KIDS CAMPAIGN 380 BROADVIEW DRIVE GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 HOWE NEIGHBORHOOD FAMILY RESOURCE 526 SOUTH 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 3000 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 54302 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 2000 ST JOHN THE EVANGELIST HOMELESS SHELTER PO BOX 1743 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 750 LIBERTAS 1701 DOUSMAN STREET GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 BROWN COUNTY UNITED WAY PO BOX 1593 GREEN BAY WI 54305 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITYSUPPORT CHARITABLE ACTIVITY 500 26000 0 14 9586 18 8571 0 18157 0 18157 0 0 0 0 0 0 0 0 0 0 GERALD C. CONDON, JR 900 0 0 MORGAN STANLEY SB EQUITY FUND 94445 140441 MORGAN STANLEY SB MUTUAL FUND 537490 552245 ACCRUED INCOME 174 250 250 ROUNDING ADJUSTMENT 1 ANNUAL REPORT 10 0 0 MORGAN STANLEY SB FEE 2789 2789 0 MARK PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARY PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 2015 EXCISE TAX 178 0 0 FOREIGN TAX WITHHELD #7542 250 0 0