2024-05-13T15:17:42-05:00 2023-12-31 391731751 GERALD C CONDON JR AND ASSOCIATES 200 SO WASHINGTON ST STE 301 GREEN BAY WI 543014200 990PF 2023-01-01 271561402 MARK & MARY PETERSON FAMILY FOUNDATION INC MARK 9205449384 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARK PETERSON VICE-PRESIDENT 9205449384 2024-05-13 1 MARK PETERSON XXX-XX-XXXX 1 DIANE M LOTTO P00229043 9204326466 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2309699 X 25 X 136 136 51389 51389 26701 65314 26701 78251 78226 0 0 0 5300 0 0 465 0 0 7218 6968 0 12983 6968 0 90700 90700 103683 6968 90700 -25432 71258 10000 39036 39036 166978 14160 14160 0 74188 74613 1946041 0 0 0 1972441 2181890 234517 232274 0 2357536 2332099 2309699 0 0 X 0 0 0 0 2357536 2332099 2357536 2332099 2357536 2332099 2357536 -25432 0 2332104 5 2332099 155 SH ISHARES CORE MSCI P 2022-01-01 2023-10-18 9948 10926 -978 -978 468 SH VANGUARD S/T TREAS P 2022-01-01 2023-10-18 26907 27687 -780 -780 CAPITAL GAINS DIVIDENDS P 28459 28459 28459 26701 990 0 990 0 990 8527 0 0 0 8527 0 7537 7537 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 2097802 124548 0 2222350 0 0 2222350 33335 2189015 109451 109451 990 990 108461 0 108461 0 108461 90700 0 90700 108461 0 0 4997 4997 90700 0 0 0 90700 0 4997 4997 0 0 0 0 0 12764 0 0 0 MARK PETERSON MARY PETERSON X ALEX'S LEMONADE STAND FOUNDATION 333 E LANCASTER AVE 414 WYNNEWOOD PA 19096 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 AMERICAN CANCER SOCIETY PO BOX 1643 WAUKESHA WI 53187 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 AMAZING GRACE EQUINE SANCTUARY W4985 CTY RD FF ELKHART LAKE WI 53020 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 AMERICAN HEART ASSOCIATION PO BOX 78851 PHOENIX AZ 85062 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 100 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 ACTIVITYSUPPORT CHARITABLE ACTIVITY 500 BEAMING INC PO BOX 524 NEENAH WI 54957 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 520 N BROADWAY STE 220 GREEN BAY WI 54303 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 3000 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 2000 COMER CHILDREN'S HOSPITAL 5235 S HARPER CT STE 450 CHICAGO IL 60615 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 10000 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 3000 FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 EXCEPTIONAL EQUESTIRIANS 1130 ORLANDO DRIVE DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 GOLDEN HOUSE 1120 UNIVERSITY AVE GREEN BAY WI 54302 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 GREATER CHICAGO FOOD DEPOSITORY 4100 WEST ANN LURIE PLACE CHICAGO IL 60632 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 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 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 PAWSITISM INC 1229 ERIE AVENUE SHEBOYGAN WI 53081 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1500 NWTC EDUCATIONAL FOUNDATION PO BOX 19042 GREEN BAY WI 54307 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 10000 NWTC EDUCATIONAL FOUNDATION PO BOX 19042 GREEN BAY WI 54307 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 ONE TAIL AT A TIME 2144 N WOOD CHICAGO IL 60614 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 500 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 6000 PAWS CHICAGO 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 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 RONALD MCDONALD HOUSE CHARITIES 8948 WATERTOWN PLANK RD MILWAUKEE WI 53225 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 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 3000 BONDUEL SCHOOL DISTRICT 400 WEST GREEN BAY ST BONDUEL WI 54107 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2500 COVANTAGE CARES FND (ENCOMPASS) 1225 LAWRENCE DRIVE DE PERE WI 54115 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 2000 UNITED WAY 112 NORTH ADAMS ST STE 201 GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 5000 VALLEY OF THE SUN YMCA 1655 WEST FRYE ROAD CHANDLER AZ 85224 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 YWCA 230 S MADISON ST GREEN BAY WI 54301 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITY 1000 90700 0 14 136 14 51389 18 26701 0 78226 0 78226 0 0 0 0 0 0 0 0 0 0 GERALD C. CONDON, JR & ASSOC 5300 0 0 74188 74613 0 0 CHARLES SCHWAB EX TRAD FDS AT COST 617844 906813 CHARLES SCHWAB MUTUAL FDS AT COST 1354597 1275077 ACCRUED INCOME 2238 0 2020 BASIS ADJ - DONATED 1445 SH VANGUARD MID CAP 49349 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 ROUNDING 5 MORGAN STANLEY SB FEE 125 0 0 ANNUAL REPORT FEE 25 0 0 PROMOTIONAL EXPENSE 100 0 0 CHARLES SCHWAB ADV FEE 6968 6968 0 MARK PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 MARY PETERSON 100 COUNTRY CLUB ROAD GREEN BAY WI 54313 FOREIGN TAX WITHHELD #2315 465 0 0