2024-09-05T06:34:47-07:00 2023-12-31 273324176 STREETMAN JONES & POWERS LLC 171 CHURCH STREET STE 240 CHARLESTON SC 29401 990PF 2023-01-01 431974269 JOHN & CAROLYN PETERSON CHARITABLE FOUNDATION INC JOHN 2629930898 PO BOX 1507 BROOKFIELD WI 53005 MICHAEL GUZNICZAK TREASURER 2629930898 2024-04-04 true true JAMES STREETMAN CPA P00200438 8437233133 2024-09-05 X 2023 2024-08-08 14:25:15Z X 9599953 X X 241542 241542 594669 1529965 594669 0 0 836211 836211 8500 4250 4250 0 5936 2968 2968 38624 38624 1744 1744 0 0 54804 47586 7218 422500 422500 477304 47586 429718 358907 788625 205 14272 14272 122700 137287 137287 0 0 381127 5417 5092 2460299 2766900 8040413 1068156 1467518 1402889 0 0 0 0 0 0 4032487 4391394 9599953 0 0 0 0 0 X 4032487 4391394 4032487 4391394 4032487 4391394 4032487 358907 4391394 4391394 PUBLICLY TRADED SECURITIES 1529965 0 935296 594669 0 0 0 594669 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 594669 10962 0 10962 0 10962 2403 0 2403 2403 X 403 8962 0 false false false false false false false true true true false false false false true N/A MICHAEL GUZNICZAK 2628215378 PO BOX 1507 BROOKFIELD WI 53005 false false false false true false false false false false false false false false false false false false false false false MARK L PETERSON PO BOX 1507 BROOKFIELD WI 53005 DIR/VICE PRES 1.00 0 0 0 ELINOR GUZNICZAK PO BOX 1507 BROOKFIELD WI 53005 DIR/PRESIDENT 1.00 0 0 0 MICHAEL GUZNICZAK PO BOX 1507 BROOKFIELD WI 53005 DIR/TREASURER 5.00 8500 0 0 RYIA R PETERSON PO BOX 1507 BROOKFIELD WI 53005 DIR/SECRETARY 1.00 0 0 0 EMILY C GUZNICZAK PO BOX 1507 BROOKFIELD WI 53005 DIRECTOR 1.00 0 0 0 LAUREN A GUZNICZAK PO BOX 1507 BROOKFIELD WI 53005 DIRECTOR 1.00 0 0 0 JAKE PETERSON PO BOX 1507 BROOKFIELD WI 53005 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 8873002 240768 0 9113770 0 9113770 136707 8977063 448853 448853 10962 10962 437891 437891 437891 429718 429718 437891 415917 429718 415917 0 13801 0 0 0 0 0 424090 0 0 0 0 0 0 0 X TANDEM PRESS 1743 COMMERCIAL AVE MADISON WI 53704 PC ART EDUCATION AND PUBLIC SERVICE 25000 ARTS & LITERATURE LABORATORY 111 S LIVINGSTON ST 100 MADISON WI 53703 PC ART EDUCATION AND PUBLIC SERVICE 15000 CHARLESTON STAGE COMPANY 629 JOHNNIE DODDS BLVD MOUNT PLEASANT SC 29464 PC PERFORMING ARTS 35000 CHARLESTON GAILLARD CENTER 95 CALHOUN STREET CHARLESTON SC 29401 PC PERFORMING ARTS EDUCATION 25000 PRISON PERFORMING ARTS 3547 OLIVE STREET STE 250 ST LOUIS MO 63103 PC PROGRAM FUNDING 35000 PUBLIC WORKS ART CENTER 135 W RICHARDSON AVE SUMMERVILLE SC 29483 PC ART EDUCTION/PROGRAM FUNDING 33000 ACTION ARTS COLLABORATIVE PO BOX 2226 ST LOUIS MO 63158 PC CULTURAL AWARENESS, OUTREACH & SUPPORT OF THE ARTS 15000 BREAD AND ROSES MISSOURI 5585 PERSHING AVE STE 170A ST LOUIS MO 63112 PC CULTURAL AWARENESS, OUTREACH & SUPPORT OF THE ARTS 12500 CHARLESTON JAZZ 3005 WEST MONTAGUE AVE STE 200 N CHARLESTON SC 29418 PC JAZZ PERFORMANCE, EDUCATION & OUTREACH 35000 ST LOUIS ARTWORKS 2703 N 14TH STREET ST LOUIS MO 63106 PC SUMMER PROGRAM 25000 CULTURAL LEADERSHIP 225 S MERAMAC STE 107 ST LOUIS MO 63015 PC CULTURAL TRAINING 40000 BREVARD MUSIC CENTER INC PO BOX 312 BREVARD NC 28712 PC MUSIC EDUCATION 25000 YEYO ARTS COLLECTIVE 2907 S JEFFERSON AVE ST LOUIS MO 63118 PC ARTISTS DEVELOPMENT 4000 ST LOUIS ZOO 1 GOVERNMENT DRIVE ST LOUIS MO 63110 PC WILDLIFE CONSERVATION 12000 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE N CHARLESTON SC 29405 PC FOOD BANK 12000 WILDLIFE IN NEED CENTER W349 S1480 S WATERVILLE RD OCONOMOWOC WI 53066 PC WILDLIFE REHABILITATION 12000 YO ARTINC PO BOX 12397 CHARLESTON SC 29422 PC SUPPORT OF TECHNOLOGY-DRIVEN ARTS TO SCHOOLS 12000 SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 PC OPERATION SUPPORT 24000 SEA ISLAND HUNGER AWARENESS PO BOX 268 JOHNS ISLAND SC 29457 PC WATER WELLNESS 12000 NOLLIE JENKINS FAMILY CENTER 25 GLENDALE CIRCLE DURANT MS 39063 PC OPERATIONS SUPPORT 2000 WILDERNESS LAND TRUST PO BOX 11697 BAINBRIDGE ISLAND WA 98110 PC OPERATION SUPPORT 6000 EARTH JUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 PC ENVIRONMENT LEGAL ADVOCACY 6000 422500 14 241542 14 140 18 594669 836351 836351 false false false false false false false false false false CLA TAX PREPARATION FEES 5936 2968 2968 NORTHER TRUST - STOCK SALES Purchased 1529965 935296 594669 MFB NORTHERN HIGH YIELD 170318 166121 MFC ISHARES 1-5 YR 373340 357746 MFO BLACKROCK HIGH YIELD 230089 205096 MFO DOUBLELINE TRUST CORE 529864 508109 MFO PIMCO FDS PACK INVT MGNT HIGH YIELD 163907 165817 140 SH ABBOTT LAB 8183 15410 300 SH ALTRIA GROUP INC 9043 12102 1019 SH BANK OF AMERICA 25908 34310 333 SH CISCO SYSTEMS 16731 16823 79 SH HOME DEPOT 6144 27377 157 SH HONEYWELL INTL 19752 32924 20,700 SH ILLNOIS TOOL WKS 692105 5422158 49 SH INTERCONTINENTAL EXCH 2669 6293 490 SH JOHNSON & JOHNSON 58089 76803 266 SH JPMORGAN CHASE 19614 45247 213 SH MEDTRONIC PLC 21903 17547 920 SH MFC ISHARES GLOBAL INFRA 44302 43286 310 SH MFC SELECT SECTOR SPDR TR ENERGY 15148 25990 1,350 SH MFC SPDR S&P 500 ETF TR 240129 641669 2,999.35 SH MFO DFA US L/C VALUE 132677 133591 1,829.18 SH MFO HARBOR FUND CPTL APPREC 130494 176498 204 SH NIKE 16039 22148 118 SH NORFOLK SOUTHN 20042 27893 135 SH PAYPAL 14039 8290 600 SH PFIZER 9970 17274 121 SH PNC FINANCIAL SERVICES 17086 18737 26 SH PROCTOR & GAMBLE 2662 3810 117 SH TARGET 15481 16663 90 SH UNION PAC 17191 22106 93 SH UNITEDHEALTH GROUP 16227 48962 700 SH VERIZON 28032 26390 92 SH WALT DISNEY 12327 8307 565 SH WELLS FARGO & CO 18350 27809 109 SH CONSTELLATION BRANDS 25057 26351 2,309 SH MFC ISHARES TR RUSSELL 173228 179479 1,032 SH MFC ISHARES TR CORE S&P 111291 111714 1,640 SH MFC ISHARES TR MSCI EAFE 127260 101516 10,522 SH VANGUARD FTSE DEVELOPED MARKETS 539863 504004 3,429 MFC VANGUARD INTL EQUITY INDEX FDS 159864 140932 5417 5092 NORTHERN TRUST MANAGEMENT FEES 38624 38624 FOREIGN TAX PAID 1744 1744