Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Generac Foundation Inc
 
% JEO KAVALARY
Number and street (or P.O. box number if mail is not delivered to street address)S45 W29290 Hwy 59
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Waukesha, WI53189
A Employer identification number

88-1928522
B Telephone number (see instructions)

(262) 544-4811
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,387
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 908,361
2 Check right arrow.............
3 Interest on savings and temporary cash investments 119 119  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 908,480 119  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 24,002 7   23,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,002 7   23,995
25 Contributions, gifts, grants paid....... 897,925 897,925
26 Total expenses and disbursements. Add lines 24 and 25 921,927 7   921,920
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,447
b Net investment income (if negative, enter -0-) 112
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 29,834 16,387 16,387
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,834 16,387 16,387
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 29,834 16,387
29 Total net assets or fund balances (see instructions)..... 29,834 16,387
30 Total liabilities and net assets/fund balances (see instructions). 29,834 16,387
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
29,834
2
Enter amount from Part I, line 27a .....................
2
-13,447
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
16,387
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,387
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJEO KAVALARY Telephone no.right arrow (262) 544-4811

Located atright arrowS45 W29290 Hwy 59WaukeshaWI ZIP+4right arrow53189
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Raj Kanuru Dir, Sec
1.0
0 0 0
S45 W29290 Hwy 59
Waukesha,WI53189
Joe Kavalary Dir
1.0
0 0 0
S45 W29290 Hwy 59
Waukesha,WI53189
Rhonda Matschke Dir, Pres
1.0
0 0 0
S45 W29290 Hwy 59
Waukesha,WI53189
York Ragen Dir, Treas
1.0
0 0 0
S45 W29290 Hwy 59
Waukesha,WI53189
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
118,301
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
118,301
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
118,301
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,775
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
116,526
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,826
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,826
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,824
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,824
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,824
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
921,920
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
921,920
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,824
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 7,892
e From 2023...... 660,615
f Total of lines 3a through e ........ 668,507
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 921,920
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 5,824
e Remaining amount distributed out of corpus 916,096
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,584,603
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
1,584,603
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 7,892
d Excess from 2023.... 660,615
e Excess from 2024.... 916,096
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Kelly Skindzelewski
S45W29290 Highway 59
Waukesha,WI53189
(262) 544-4811
generacgives@generac.com
bThe form in which applications should be submitted and information and materials they should include:
generacgives@generac.com
cAny submission deadlines:
No
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

128TH CIVIC DINNER DANCE INC

PO BOX 462
CUDAHY,WI53110
N/A PC General & Unrestricted 500

ABCD INC

5775 N GLEN PARK RD STE 201
GLENDALE,WI53209
N/A PC General & Unrestricted 1,000

ACHIEVING A BETTER COMMUNITY

W1110 COUNTY RD V
BERLIN,WI54923
N/A PC to support Let Freedom Ring event 400

ACHIEVING A BETTER COMMUNITY

W1110 COUNTY RD V
BERLIN,WI54923
N/A PC Light the Park tree fund 30

AIKEN BAMBERG BARNWELL EDGEFIELD REGIONAL LIBRARY

314 CHESTERFIELD ST SW
AIKEN,SC29801
N/A GOV Summer reading program 250

ALBERTS DOG LOUNGE

N7285 WOODFIELD LN
WHITEWATER,WI53190
N/A PC General & Unrestricted 250

ALICE BAKER MEMORIAL PUBLIC LIBRARY

PO BOX 520
EAGLE,WI53119
N/A GOV Eagle Nature Trail fund 100

ALICE BAKER MEMORIAL PUBLIC LIBRARY

PO BOX 520
EAGLE,WI53119
N/A GOV Summer reading program 100

AMERICAN LEGION AUXILIARY FOUNDATION INC

3450 FOUNDERS RD
INDIANAPOLIS,IN46268
N/A PC funds for American Legion Auxiliary - Unit 391 250

AMERICAN LOGISTICS AID NETWORK

3010 SADDLE CREEK RD
LAKELAND,FL33801
N/A PC General & Unrestricted 10,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006
N/A PC employee funds 10,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006
N/A PC funds for South Carolina Programs and Services, local chapter 15,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006
N/A PC Wisconsin Fund 10,000

ANDERSON PARK FRIENDS

1560 PARTRIDGE HILL DR
OREGON,WI53575
N/A PC General & Unrestricted 250

ARROWHEAD UNION HIGH SCHOOL DISTRICT

700 NORTH AVE
HARTLAND,WI53029
N/A GOV to support FIRST Robotics Team 706 at High School 1,000

BACA INTERNATIONAL INC

22225 FAIR GARDEN LN
CLARKSBURG,MD20871
N/A PC General & Unrestricted 1,000

BADGERLAND AFTER SCHOOL ENRICHMENT PROGRAM INC

734 MADISON AVE
FORT ATKINSON,WI53538
N/A PC STEM program 1,500

BEAVER DAM UNIFIED SCHOOL DISTRICT

400 E BURNETT ST
BEVAER DAM,WI53916
N/A GOV to support FIRST Tech Challenge Teams at High School 1,000

BERLIN FARMERS AND ARTISTS MARKET INC

PO BOX 189
BERLIN,WI54923
N/A PC to support Urban Hillbillies concert 500

BERLIN FOOD PANTRY INC

253 S CHURCH ST
BERLIN,WI54923
N/A PC General & Unrestricted 500

BETHEL HOUSE OF WHITEWATER INC

133 S FRANKLIN ST
WHITEWATER,WI53190
N/A PC General & Unrestricted 400

BGC FOUNDATION FOR RESEARCH AND EDUCATION INC

4800 BELFORT RD
JACKSONVILLE,FL32256
N/A PC General & Unrestricted 250

BIG BROTHERS AND BIG SISTERS OF METROPOLITAN MILWA

788 N JEFFERSON ST STE 600
MILWAUKEE,WI53202
N/A PC General & Unrestricted 1,000

BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SY

UW-MADISON GAR ACCOUNT DRAWER 538
MILWAUKEE,WI53278
N/A GOV FIRST Lego League teams in Milwaukee County 1,000

BONNY EAGLE HIGH SCHOOL

700 SACO RD
STANDISH,ME04084
N/A GOV to support Robotics 133 program 1,000

BOY SCOUTS OF AMERICA

4316 THREE J RD
EVANS,GA30809
N/A PC General & Unrestricted 250

BOYS & GIRLS CLUB OF JANESVILLE

200 W COURT ST
JANESVILLE,WI53548
N/A PC STEM programs and to purchase materials 3,000

BOYS & GIRLS CLUB OF THE TRI-COUNTY AREA INC

344 BROADWAY
BERLIN,WI54923
N/A PC STEM education programs 2,500

BOYS & GIRLS CLUBS OF SOUTHERN MAINE

277 CUMBERLAND AVE
PORTLAND,ME04101
N/A PC STEM Education Programs 2,500

BOYS AND GIRLS CLUB OF BURLINGTON INC

62 OAK ST
BURLINGTON,VT05401
N/A PC General & Unrestricted 2,500

BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC

1558 N 6TH ST
MILWAUKEE,WI53212
N/A PC STEM programs 5,000

BOYS AND GIRLS CLUBS OF METRO DENVER INC

2017 W 9TH AVE
DENVER,CO80204
N/A PC STEM programs 2,500

BOYS AND GIRLS CLUBS OF METROWEST INC

169 PLEASANT ST
MARLBOROUGH,MA01752
N/A PC STEM programs in Marlborough 2,500

BUILDING STEAM

501 MAIN ST
S PORTLAND,ME04106
N/A PC to support FIRST Robotics High School Team 1,000

BURLINGTON DEMONS SHOOTING TEAM INC

1840 WALBURG RD
BURLINGTON,WI53105
N/A PC General & Unrestricted 250

CASA OF ROCK COUNTY

51 S MAIN ST
JANESVILLE,WI53545
N/A PC General & Unrestricted 400

CENTER FOR COMMUNITY STEWARDSHIP INC

116 NORTH FEW ST
MADISON,WI53703
N/A PC General & Unrestricted 250

CITY OF BEAVER DAM

205 S LINCOLN AVE
BEAVER DAM,WI53916
N/A GOV to purchase Fire Department chain saws 2,500

CITY OF BERLIN

108 N CAPRON ST
BERLIN,WI54923
N/A GOV Shop with a Hometown Hero program 500

CITY OF MANTECA

1001 W CENTER ST
MANTECA,CA95337
N/A GOV Manteca Recreation and Community Services - Park A Palooza 1,000

CITY OF MARKESAN

PO BOX 352
MARKESAN,WI53946
N/A GOV to support Green Lake County First Responders Festival event 500

CITY OF OSHKOSH

215 CHURCH AVE PO BOX 1130
OSHKOSH,WI54903
N/A GOV funds for Downtown BID Reindeer on the Square event 500

CITY OF OSHKOSH

215 CHURCH AVE PO BOX 1130
OSHKOSH,WI54903
N/A GOV Movie in the Park fund 750

CITY OF WAUKESHA

201 DELAFIELD ST
WAUKESHA,WI53188
N/A GOV Park & Rec STEM Challenge Events 24/25 school year 5,000

CITY OF WAUKESHA

201 DELAFIELD ST
WAUKESHA,WI53188
N/A GOV to support Jazz at Cutler 2025 event 5,000

CITY OF WAUKESHA

201 DELAFIELD ST
WAUKESHA,WI53188
N/A GOV Operation Honor sponsorship fund 500

CITY OF WAUKESHA

201 DELAFIELD ST
WAUKESHA,WI53188
N/A GOV 2025 JanBoree sponsorship fund 5,000

CITY OF WAUKESHA

201 DELAFIELD ST
WAUKESHA,WI53188
N/A GOV Riverside Rhythms sponsorship fund 400

CITY OF WAUKESHA

201 DELAFIELD ST
WAUKESHA,WI53188
N/A GOV Waukesha Night Out sponsorship fund 500

CITY OF WHITEWATER

312 W WHITEWATER ST PO BOX 690
WHITEWATER,WI53190
N/A GOV funds for School Supply Drive 1,000

CITY OF WHITEWATER

312 W WHITEWATER ST PO BOX 690
WHITEWATER,WI53190
N/A GOV Shop with a Hero program 500

CITY OF WHITEWATER

312 W WHITEWATER ST PO BOX 690
WHITEWATER,WI53190
N/A GOV Christmas at Cravath sponsorship fund 1,000

CITY OF WHITEWATER

312 W WHITEWATER ST PO BOX 690
WHITEWATER,WI53190
N/A GOV City of Whitewater Police Department - Crime Prevention Fund 500

COLLEGE POSSIBLE

755 PRIOR AVE N STE 210
SAINT PAUL,MN55104
N/A PC Milwaukee program 5,000

COLUMBIA VA HEALTH CARE SYSTEM FISHER HOUSE

6439 GARNERS FERRY RD
COLUMBIA,SC29209
N/A GOV General & Unrestricted 500

COMMUNITY CLOTHES CLOSET INC

1465-B OPPORTUNITY WAY
MENASHA,WI54952
N/A PC Traveling Closet program 800

DAY BY DAY WARMING SHELTER INC

420 CEAPE AVE
OSHKOSH,WI54901
N/A PC General & Unrestricted 500

DISCOVERY WORLD LTD

500 N HARBOR DR
MILWAUKEE,WI53202
N/A PC STEM summer camps 15,000

DIVERSE AND RESILIENT INC

2439 N HOLTON ST
MILWAUKEE,WI53212
N/A PC General & Unrestricted 1,000

DOWNTOWN WHITEWATER INC

402 W MAIN ST 1
WHITEWATER,WI53190
N/A PC 4th of July and Music at the Market event 2,500

DOWNTOWN WHITEWATER INC

402 W MAIN ST 1
WHITEWATER,WI53190
N/A PC Parade of Lights sponsorship fund 1,000

EAA AVIATION FOUNDATION INC

3000 POBEREZNY RD
OSHKOSH,WI54902
N/A PC STEM programs materials 8,600

EAGLE ELEMENTARY PARENT TEACHER ORGANIZATION INC

810 E MAIN ST
EAGLE,WI53119
N/A PC Color Run sponsorship 500

EDGEFIELD CIVIC LEAGUE

PO BOX 315
EDGEFIELD,SC29824
N/A PC General & Unrestricted 300

EDGEFIELD COUNTY GOVERNMENT

124 COURTHOUSE SQ
EDGEFIELD,SC29824
N/A GOV Recreation department - fall youth football fund 450

EDGEFIELD COUNTY YOUTH EMPOWERMENT CENTER

1166 STRETCH DR
JOHNSTON,SC29832
N/A PC Summer STEM/NASA Astro Camp 2,000

EINSTEIN PROJECT INC

2019 TECHNOLOGY DR STE 145
GREEN BAY,WI54311
N/A PC General & Unrestricted 5,000

ELMBROOK EDUCATION FOUNDATION INC

3555 N CALHOUN RD
BROOKFIELD,WI53005
N/A PC Charitable Event 5,000

EMERGENCY FOOD BANK

7 W SCOTTS AVE
STOCKTON,CA95203
N/A PC General & Unrestricted 250

ENGINEERS WITHOUT BORDERS USA INC

1031 33RD ST SUITE 210
DENVER,CO80205
N/A PC clean energy projects portfolio 5,000

FAMILY PROMISE OF AUGUSTA INC

4211 WHEELER RD
MARTINEZ,GA30907
N/A PC Homelessness diversion program 325

FAMILY PROMISE OF WAUKESHA COUNTY INC

543 A J ALLEN CIR STE D
WALES,WI53183
N/A PC Apartment Shelter Program 1,000

FIRST TEAM 4388 RIDGEBOTICS

PO BOX 273343
FORT COLLINS,CO80527
N/A PC Sponsor Fossil Ridge High School Robotics Team 4388 1,000

FISHER HOUSE WISCONSIN

5000 W NATIONAL AVE
MILWAUKEE,WI53295
N/A PC General & Unrestricted 500

FOND DU LAC AREA FOUNDATION

1020 S MAIN ST STE 4
FOND DU LAC,WI54935
N/A PC Beaver Dam Rotary Lights 275

FOOD PANTRY OF WAUKESHA COUNTY INC

1301 SENTRY DR
WAUKESHA,WI53186
N/A PC General & Unrestricted 2,500

FOOTPRINT PROJECT

501 MOSS ST
NEW ORLEANS,LA70119
N/A PC General & Unrestricted 10,000

FOR-M FOUNDATION INC

PO BOX 43
WEST BEND,WI53095
N/A PC FUSE Summer Program 2,000

FRIENDS OF LAPHAM PEAK UNIT

W329N846 COUNTY RD C
DELAFIELD,WI53018
N/A PC Fright Hike sponsorship fund 1,000

FRIENDS OF OSHKOSH PARKS INC

PO BOX 3894
OSHKOSH,WI54903
N/A PC funds for Celebration of Lights event 1,200

FRIENDS OF RETZER NATURE CENTER INC

S14W26167 MADISON ST
WAUKESHA,WI53066
N/A PC General & Unrestricted 250

GEARBOX LABS INC

721 OAK ST
S MILWAUKEE,WI53172
N/A PC General & Unrestricted 8,900

GIRL SCOUTS OF WISCONSIN SOUTHEAST INC

131 S 69TH ST
MILWAUKEE,WI53214
N/A PC STEM program 5,000

GIRLSTART

1400 W ANDERSON LN
AUSTIN,TX78757
N/A PC Boston Area STEM programs 2,500

GPS EDUCATION PARTNERS INC

N19W24075 RIVERWOOD DR STE 300
WAUKESHA,WI53188
N/A PC General & Unrestricted 500

GPS EDUCATION PARTNERS INC

N19W24075 RIVERWOOD DR STE 300
WAUKESHA,WI53188
N/A PC General & Unrestricted 75,000

GREEN BAY METRO FIRE DEPARTMENT

100 N JEFFERSON ST RM 403
GREEN BAY,WI54301
N/A GOV funds for forcible entry door training prop 10,000

GREENDALE SCHOOL DISTRICT

6815 SOUTHWAY
GREENDALE,WI53129
N/A GOV Greendale High School Varsity Cheer Team 250

HABITAT FOR HUMANITY INTERNATIONAL INC

3 PARK ST SUITE 203
LEOMINSTER,MA01453
N/A PC General & Unrestricted 2,500

HABITAT FOR HUMANITY OF

2020 SPRINGDALE RD
WAUKESHA,WI53186
N/A PC General & Unrestricted 1,500

HOLIDAY SHOP WITH COPS

235 HICKORY ST
PEWAUKEE,WI53072
N/A PC General & Unrestricted 500

HOOPLA FOUNDATION INCORPORATED

521 WALWORTH ST
LAKE GENEVA,WI53147
N/A PC General & Unrestricted 1,000

HOPE CENTER INC

101 W BROADWAY
WAUKESHA,WI53186
N/A PC General & Unrestricted 1,500

HOUSING ACTION COALITION OF WAUKESHA COUNTY INC

1210 SENTRY DR
WAUKESHA,WI53186
N/A PC Winter Emergency Overflow Shelter 1,000

HUMANE SOCIETY OF JEFFERSON COUNTY INC

W6127 KIESLING RD
JEFFERSON,WI53549
N/A PC funds for Furry Friends 5K Run/Walk 250

HUNGER TASK FORCE INC

5000 W ELECTRIC AVE
MILWAUKEE,WI53219
N/A PC General & Unrestricted 2,500

IMPACT 100 GREATER MILWAUKEE INC

PO BOX 1061
BROOKFIELD,WI53008
N/A PC General & Unrestricted 1,000

IMPACT ALCOHOL AND OTHER DRUG ABUSE SERVICES INC

6737 W WASHINGTON ST STE 2225
MILWAUKEE,WI53214
N/A PC General & Unrestricted 1,000

INFORMATION TECHNOLOGY DISASTER RESOURCE CENTER IN

3934 SANDSHELL DR
FORT WORTH,TX76137
N/A PC General & Unrestricted 10,000

INFORMATION TECHNOLOGY DISASTER RESOURCE CENTER IN

3934 SANDSHELL DR
FORT WORTH,TX76137
N/A PC Disaster response program 10,000

INNER-CITY COMPUTER STARS FOUNDATION

750 N ORLEANS ST STE 500
CHICAGO,IL60654
N/A PC ic Stars Milwaukee fund 5,000

INNOVATORS EDUCATIONAL FOUNDATION

1028 S BISHOP AVE STE 314
ROLLA,MO65401
N/A PC Charitable Event 10,000

JANESVILLE SCHOOL DISTRICT

527 S FRANKLIN ST
JANESVILLE,WI53548
N/A GOV High School FIRST Robotics Team 2,000

JEFFERSON AREA FOOD PANTRY INC

PO BOX 44
JEFFERSON,WI53549
N/A PC General & Unrestricted 250

JEFFERSON COUNTY

311 S CENTER AVE
JEFFERSON,WI53549
N/A GOV 2024 Jefferson County Fair sponsorship fund 500

JEFFERSON COUNTY CHRISTMAS NEIGHBORS INC

PO BOX 177
JEFFERSON,WI53549
N/A PC General & Unrestricted 500

JEFFERSON COUNTY LITERACY COUNCIL INC

218 WISCONSIN DR STE 9
JEFFERSON,WI53549
N/A PC General & Unrestricted 250

JEFFERSON MAIN STREET ASSOCIATION INC

205 SOUTH MAIN ST
JEFFERSON,WI53549
N/A PC Fiesta Latina event sponsorship fund 100

JEFFERSON SCHOOL DISTRICT

206 SOUTH TAFT AVE
JEFFERSON,WI53549
N/A GOV Jefferson High School athletics scorer's fund 625

JEFFERSON SCHOOL DISTRICT

206 SOUTH TAFT AVE
JEFFERSON,WI53549
N/A GOV Jefferson West Elementary PTO Fun Run 250

JOHNSTON FOOD BANK

505 ACADEMY ST
JOHNSTON,SC29832
N/A PC General & Unrestricted 1,000

JOURNEY HOUSE INC

2110 W SCOTT ST
MILWAUKEE,WI53204
N/A PC THRIVE STEAM program 5,000

JOURNEY HOUSE INC

2110 W SCOTT ST
MILWAUKEE,WI53204
N/A PC General & Unrestricted 1,000

JUNIOR ACHIEVEMENT OF GREATER SOUTH CAROLINA

2711 MIDDLEBURG DR
COLUMBIA,SC29204
N/A PC Edgefield County programming 2,500

JUNIOR ACHIEVEMENT OF MAINE INC

565 CONGRESS ST STE 306
PORTLAND,ME04101
N/A PC support JA Titan program 5,000

JUNIOR ACHIEVEMENT OF WISCONSIN INC

11111 W LIBERTY DR
MILWAUKEE,WI53224
N/A PC Career readiness educational programs 5,000

KEEP GREATER MILWAUKEE BEAUTIFUL INC

1313 W MOUNT VERNON AVE
MILWAUKEE,WI53233
N/A PC Every VOLT counts program 5,000

KETTLE MORAINE SCHOOL DISTRICT

563 A J ALLEN CIR
WALES,WI53183
N/A GOV FTC Laser Bots Team 500

KETTLE MORAINE SCHOOL DISTRICT

563 A J ALLEN CIR
WALES,WI53183
N/A GOV FRC Robotics Team 1,000

LAKE COUNTRY SCHOOL DISTRICT

1800 VETTELSON RD
HARTLAND,WI53029
N/A GOV FIRST Lego and Tech Challenge Teams 1,000

LAKE COUNTRY SCHOOL DISTRICT

1800 VETTELSON RD
HARTLAND,WI53029
N/A GOV Robotics Program 1,000

Lakeview Elementary

W8363 R AND W TOWNLINE RD
Whitewater,WI53190
N/A GOV Lakeview Loves program 250

LATINO ARTS INC

1028 S 9TH ST
MILWAUKEE,WI53204
N/A PC General & Unrestricted 1,000

LEAHY CENTER FOR LAKE CHAMPLAIN INC

1 COLLEGE ST
BURLINGTON,VT05401
N/A PC STEM Education Rural Outreach Program 10,000

LIFESTRIDERS INC

S11W29667 SUMMIT AVE
WAUKESHA,WI53188
N/A PC General & Unrestricted 1,000

LOCKER PROJECT

PO BOX 3134
PORTLAND,ME04104
N/A PC General & Unrestricted 1,000

MADISON AREA TECHNICAL COLLEGE FOUNDATION INC

3591 ANDERSON ST SUITE 203A
MADISON,WI53704
N/A PC CREATE Solar Energy Institute fund 5,000

MAIKEN MAGIC STEM EDUCATION FOUNDATION

449 RUTLAND DR NW
AIKEN,SC29801
N/A PC FIRST Robotics team 1,000

MAINE TROOP GREETERS

287 GODFREY BLVD BOX 6
BANGOR,ME04401
N/A PC free coffee program 2,500

MAKE-A-WISH FOUNDATION OF WISCONSIN INC

11020 W PLANK COURT STE 200
WAUWATOSA,WI53226
N/A PC General & Unrestricted 500

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172
N/A PC Toys for Tots in Winnebago County 500

MARQUETTE UNIVERSITY HIGH SCHOOL

3401 W WISCONSIN AVE
MILWAUKEE,WI53208
N/A PC Hilltoppers FIRST Robotics Team 1,000

MARQUETTE UNIVERSITY HIGH SCHOOL

3401 W WISCONSIN AVE
MILWAUKEE,WI53208
N/A PC Robotics Team 1,000

MARUF INC

2110 W HAMPTON AVE
MILWAUKEE,WI53209
N/A PC General & Unrestricted 1,000

MAYDM INC

203 S PATERSON ST STE 400
MADISON,WI53703
N/A PC General & Unrestricted 5,000

MEGS HOUSE

PO BOX 3410
GREENWOOD,SC29648
N/A PC 5th Annual Feet 2 The Street Homeless Awareness 5K Run/Walk sponsorship fund 500

MERA RESPONSE TEAM

7957 W TOWNSEND ST
MILWAUKEE,WI53222
N/A PC General & Unrestricted 1,000

MIDDLEBURY COMMUNITY PLAYERS INC

PO BOX 372
MIDDLEBURY,VT05753
N/A PC General & Unrestricted 1,000

MIDWEST RENEWABLE ENERGY ASSOCIATION INC

7558 DEER RD
CUSTER,WI54423
N/A PC Grow Solar educational outreach fund 1,250

MILWAUKEE COUNTY WAR MEMORIAL INC

750 N LINCOLN MEMORIAL DR
MILWAUKEE,WI53202
N/A PC Charitable Event 2,500

MILWAUKEE DOWNTOWN INC

301 W WISCONSIN AVE STE 106
MILWAUKEE,WI53203
N/A PC Milwaukee Holiday Lights Festival sponsorship fund 10,000

MILWAUKEE HOMELESS VETERANS INITIATIVE INC

PO BOX 14575
WEST ALLIS,WI53214
N/A PC Program support 2,500

MILWAUKEE PUBLIC MUSEUM INC

800 W WELLS ST
MILWAUKEE,WI53233
N/A PC General & Unrestricted 1,000

MILWAUKEE ROBOTICS ACADEMY INC

929 N ASTOR ST
MILWAUKEE,WI53202
N/A PC sponsor Riverside HS FIRST Team 1,000

MILWAUKEE ROBOTICS ACADEMY INC

929 N ASTOR ST
MILWAUKEE,WI53202
N/A PC General & Unrestricted 2,500

MILWAUKEE SCHOOL OF ENGINEERING

1025 N BROADWAY
MILWAUKEE,WI53202
N/A PC STEM on Site Expansion: Engineering Program 2023/2024 and 2024/2025 school years 15,000

MILWAUKEE URBAN LEAGUE

435 W N AVE
MILWAUKEE,WI53212
N/A PC Milwaukee Urban League Young Professionals (MULYP) 1,000

MISSIONS ON WHEELS

PO BOX 177
MONTGOMERY,TX77356
N/A PC General & Unrestricted 1,000

MUKWONAGO AREA SCHOOL DISTRICT

385 E VETERANS WAY
MUKWONAGO,WI53149
N/A GOV High School FRC Team 930 1,000

MUKWONAGO ATHLETIC BOOSTER CLUB

605 W SCHOOL RD
MUKWONAGO,WI53149
N/A PC General & Unrestricted 250

MUSKEGO-NORWAY SCHOOL DISTRICT

S87 W18763 WOODS RD
MUSKEGO,WI53150
N/A GOV WarriorBots 6421 FIRST Robotics Team 1,000

MUSKEGO-NORWAY SCHOOL DISTRICT

S87 W18763 WOODS RD
MUSKEGO,WI53150
N/A GOV Charitable Event 2,000

NATIONAL ENERGY EDUCATION DEVELOPMENT PROJECT INC

8408 KAO CIR
MANASSAS,VA20110
N/A PC Solar Decathlon fund 10,000

NEW BERLIN SCHOOL DISTRICT

4333 S SUNNYSLOPE RD
NEW BERLIN,WI53151
N/A GOV Team 5148 - New Berlin Blitz FIRST Robotics Team 1,000

NEW DAY WOMENS CLINIC INC

PO BOX 373
DELAVAN,WI53115
N/A PC General & Unrestricted 1,000

OHIO ENERGY PROJECT

6797 N HIGH ST STE 113
WORTHINGTON,OH43085
N/A PC STEM Design Challenge 2024/25 school year 5,470

OMRO MAIN STREET PROGRAM

PO BOX 385
OMRO,WI54963
N/A PC 2024 event series sponsor 625

ONE LONGFELLOW SQUARE INC

181 STATE ST STE 201
PORTLAND,ME04101
N/A PC Performance Host sponsorship fund 500

OSHKOSH AREA COMMUNITY PANTRY INC

2551 JACKSON ST
OSHKOSH,WI54901
N/A PC General & Unrestricted 500

OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION

230 OHIO ST 100
OSHKOSH,WI54902
N/A PC Green Lake City Playground Park Revamp 250

OSHKOSH AREA SCHOOL DISTRICT

PO BOX 3048
OSHKOSH,WI54903
N/A GOV Wave Robotics Team 2,000

PALMYRA-EAGLE AREA SCHOOL DISTRICT

123 BURR OAK ST PO BOX 901
PALMYRA,WI53156
N/A PC PEQB Club 500

PALMYRA-EAGLE AREA SCHOOL DISTRICT

123 BURR OAK ST PO BOX 901
PALMYRA,WI53156
N/A PC Palmyra-Eagle High School Project Graduation 250

PALMYRA-EAGLE COMMUNITY BAND INC

PO BOX 215
PALMYRA,WI53156
N/A PC Concert at Eagle Historical Society Ice Cream Social 500

PARALYZED VETERANS OF AMERICA

750 N LINCOLN MEMORIAL DRIVE STE
MILWAUKEE,WI53202
N/A PC General & Unrestricted 1,000

PEAK NORDIC SKI CLUB INC

PO BOX 682
PEWAUKEE,WI53072
N/A PC Bear Trax and Brownie Shuffle event 250

PEWAUKEE KIWANIS FOUNDATION

PO BOX 131
PEWAUKEE,WI53072
N/A PC funds for Beach Party band 1,100

PEWAUKEE PARKS & RECREATION

W240N3065 PEWAUKEE RD
PEWAUKEE,WI53072
N/A GOV Lake Country Canine Carnival event 500

PEWAUKEE SCHOOL DISTRICT

404 LAKE ST
PEWAUKEE,WI53072
N/A GOV High School FIRST Robotics Team 1,000

PINK PADDLING POWER INC

PO BOX 81801
RACINE,WI53408
N/A PC General & Unrestricted 1,000

PORTLAND TRAILS

38 DIAMOND ST
PORTLAND,ME04101
N/A PC Holiday Dash 5K sponsor and general fund 1,000

POSITIVELY PEWAUKEE INC

112 MAIN ST
PEWAUKEE,WI53072
N/A PC funds for Waterfront Wednesdays and Taste on the Lake 2,600

PRAIRIE VIEW PTO

W330S6473 COUNTY RD E
NORTH PRAIRIE,WI53153
N/A PC Party for a Playground event 500

PROFESSIONAL FIRE FIGHTERS OF WISCONSIN CHARITABLE

321 E MAIN ST STE 200
MADISON,WI53703
N/A PC Fire Fighter Support programs 2,500

PTA WISCONSIN CONGRESS

3130 ROLLING RIDGE DR
WAUKESHA,WI53188
N/A PC Meadowbrook Elementary PTA 250

READY KIDS FOR SCHOOL

PO BOX 43
JEFFERSON,WI53549
N/A PC General & Unrestricted 250

RIDING WITH ANGELS INC

W691 COUNTY RD CI
PALMYRA,WI53156
N/A PC General & Unrestricted 250

ROCK COUNTY CANCER COALITION

PO BOX 2092
JANESVILLE,WI53547
N/A PC General & Unrestricted 500

SAINT THOMAS MORE HIGH SCHOOL INC

2601 E MORGAN AVE
MILWAUKEE,WI53207
N/A PC MORE FIRST Robotics Team 1,000

SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL

PO BOX 1257
STOCKTON,CA95201
N/A PC General & Unrestricted 250

SAN JOAQUIN COUNTY PARKS

11793 N MICKE GROVE RD
LODI,CA95240
N/A GOV Trunk O' Treat event sponsorship fund 1,000

SCHOOL DISTRICT OF ELMBROOK

3555 N CALHOUN RD
BROOKFIELD,WI53005
N/A GOV Sponsor the Burleigh and Pilgrim Park Lego Leagues 500

SCHOOL DISTRICT OF ELMBROOK

3555 N CALHOUN RD
BROOKFIELD,WI53005
N/A GOV FIRST FTC Team 21180 500

SCHOOL DISTRICT OF WAUKESHA

301 HYDE PARK AVE
WAUKESHA,WI53188
N/A GOV CORE 2062 Robotics Team 2,000

SCHOOL DISTRICT OF WAUKESHA

301 HYDE PARK AVE
WAUKESHA,WI53188
N/A GOV MADE program 3,500

SERENITY HORSE RESCUE INC

PO BOX 138
SHARON,WI53585
N/A PC General & Unrestricted 200

SHARP LITERACY INC

5775 N GLEN PARK RD 202
MILWAUKEE,WI53209
N/A PC support school-based programs 10,000

SHOP WITH A COP- JEFFERSON COUNTY WI INC

411 S CENTER AVE
JEFFERSON,WI53549
N/A PC General & Unrestricted 500

SKILLS USA INC

14001 INNOVATION PARK LN
LEESBURG,VA20176
N/A PC General & Unrestricted 5,000

SMALL TOWNE PRESERVATIONS INC

181 PRAIRIE ST
SHARON,WI53585
N/A PC General & Unrestricted 250

SOCIETY OF WOMEN ENGINEERS

1090 S WADSWORTH BLVD UNIT C 7201
LAKEWOOD,CO80226
N/A PC GESTEM event 3,500

SOUTH EAST WISCONSIN INCIDENT MANAGEMENT TEAM INC

1621 WOODBURN RD
WAUKESHA,WI53188
N/A PC to purchase a New computer 2,500

ST BERNARD PROJECT INC

2645 TOULOUSE ST
NEW ORLEANS,LA70119
N/A PC General & Unrestricted 10,000

ST BERNARD PROJECT INC

2645 TOULOUSE ST
NEW ORLEANS,LA70119
N/A PC Disaster Response Program 10,000

ST FRANCIS SCHOOL DISTRICT

4225 S LAKE DR
ST FRANCIS,WI53235
N/A GOV Sponsor FIRST team 6914 500

STANDARD PROCESS ATHLETIC COMPLEX ORGANIZATION

123 BURR OAK ST
PALMYRA,WI53156
N/A PC Palmyra-Eagle athletics sponsorship 1,000

STARBASE VERMONT INCORPORATED

62 NCO DR
SOUTH BURLINGTON,VT05403
N/A PC Program and to purchase supplies 2,500

STEM FORWARD INC

1300 W CANAL ST
MILWAUKEE,WI53233
N/A PC 2024/2025 school year event 9,500

SUMMIT HIGH SCHOOL ROBOTICS BOOSTER CLUB

61141 S HWY 97 186
BEND,OR97702
N/A PC sponsor FIRST team 1,000

SUPPORT TO ENCOURAGE LOW INCOME FAMILIES

415 S MONUMENT AVE
HAMILTON,OH45011
N/A PC General & Unrestricted 500

THE ALLIANCE FOR COLLECTIVE ACTION

1536 WYNKOOP ST SUITE 100
DENVER,CO80202
N/A PC General & Unrestricted 250

THE CENTER FOR ENERGY EDUCATION

460 AIRPORT RD
ROANOKE RAPID,NC27870
N/A PC Charitable Event 3,000

THE HUMANE SOCIETY OF SOUTHERN WISCONSIN INC

4700 S COUNTY RD G
JANESVILLE,WI53546
N/A PC 5K run/1K walk event sponsorship fund 750

THE OSHKOSH BOYS AND GIRLS CLUB

PO BOX 411
OSHKOSH,WI54903
N/A PC General & Unrestricted 3,000

THE SALVATION ARMY

PO BOX 233
OSHKOSH,WI54903
N/A PC Pedal Out Hunger Ride/Walk sponsorship 250

THE SALVATION ARMY

5550 PRAIRIE STONE PARKW
HOFFMAN ESTATES,IL60192
N/A PC Waukesha County Disaster Services fund 7,500

THE SALVATION ARMY

1424 NE EXPY NE
BROOKHAVEN,GA30329
N/A PC Salvation Army of Aiken - angel tree program 375

THE SOUTH CAROLINA NATIONAL GUARD FOUNDATION

2827 RIVERS AVE
N CHARLESTON,SC29405
N/A PC General & Unrestricted 5,000

TOOLBANK USA INC

410 ENGLEWOOD AVE SE
ATLANTA,GA30315
N/A PC Disaster Services fund 10,000

TOWN OF EDGEFIELD

400 MAIN ST
EDGEFIELD,SC29824
N/A GOV Holiday parade sponsorship - half of the Entertainment Stage 600

UNITED SERVICE ORGANIZATIONS INC

PO BOX 96860
WASHINGTON,DC20077
N/A PC General support restricted to use in South Carolina 2,500

UNIVERSITY OF SOUTH CAROLINA

1600 HAMPTON ST SUITE 736
COLUMBIA,SC29208
N/A GOV Ruth Patrick Science Education Center at the University of South Carolina Aiken 10,000

UNIVERSITY OF WISCONSIN FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278
N/A PC Wisconsin Energy Institute - Kid Wind 5,000

UNIVERSITY OF WISCONSIN FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278
N/A PC Engineering EXPO 2025 3,000

UNIVERSITY OF WISCONSIN FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278
N/A PC Student chapter of Engineers without Borders 10,000

URBAN ECOLOGY CENTER INC

1500 E PARK PL
MILWAUKEE,WI53211
N/A PC Support NEEP Program 2024/2025 school year 5,000

UW-WHITEWATER FOUNDATION INC

800 W MAIN ST
WHITEWATER,WI53190
N/A PC Cross Country and Track and Field Golf Outing 150

UWM FOUNDATION INC

1440 E N AVE
MILWAUKEE,WI53202
N/A PC NCWIT Wisconsin fund 2,500

UWM FOUNDATION INC

1440 E N AVE
MILWAUKEE,WI53202
N/A PC General & Unrestricted 2,000

UWM FOUNDATION INC

1440 E N AVE
MILWAUKEE,WI53202
N/A PC Charitable Event 5,500

VERMONT ENERGY EDUCATION PROGRAM INCORPORATED

79 RIVER ST
MONTPELIER,VT05602
N/A PC General & Unrestricted 10,000

VERMONT WORKS FOR WOMEN INC

32 MALLETTS BAY AVE
WINOOSKI,VT05404
N/A PC Sponsorship of Women Can Do 2024 1,500

VETS ROLL INC

1777 GARDNER ST
SOUTH BELOIT,IL61080
N/A PC General & Unrestricted 650

VILLAGE OF EAGLE

PO BOX 295
EAGLE,WI53119
N/A GOV Village of Eagle Recreation Department - fall youth soccer 500

VILLAGE OF EAGLE

PO BOX 295
EAGLE,WI53119
N/A GOV Police department crime prevention fund 500

VILLAGE OF PEWAUKEE

235 HICKORY ST
PEWAUKEE,WI53072
N/A GOV Police department National Night Out event 250

VILLAGE OF WILD ROSE

PO BOX 292
WILD ROSE,WI54984
N/A GOV Wild Rose Days event sponsorship fund 250

WAUKESHA BLAZERS BASEBALL CLUB

PO BOX 1855
WAUKESHA,WI53187
N/A PC Slammers U12 team 250

WAUKESHA CITIZENS POLICE ACADEMY ASSOCIATION INC

PO BOX 1143
WAUKESHA,WI53187
N/A PC Run With the Cops event sponsorship fund 1,000

WAUKESHA COUNTY

515 W MORELAND BLVD
WAUKESHA,WI53188
N/A GOV Apple Harvest Festival & Science Fest event 4,500

WAUKESHA COUNTY CHRISTMAS CLEARING COUNCIL INC

PO BOX 791
PEWAUKEE,WI53072
N/A PC General & Unrestricted 1,000

WAUKESHA COUNTY CHRISTMAS CLEARING COUNCIL INC

PO BOX 791
PEWAUKEE,WI53072
N/A PC Jingle Bell Jog sponsorship 1,000

WAUKESHA EDUCATION FOUNDATION INC

222 MAPLE AVE
WAUKESHA,WI53186
N/A PC Classroom Connect Program 2025/2026 6,000

WAUWATOSA SCHOOL DISTRICT

12121 W N AVE
WAUWATOSA,WI53226
N/A GOV Wauwatosa West High School - We the People team 250

WCTC FOUNDATION INC

800 MAIN ST C 209
PEWAUKEE,WI53072
N/A SO I EMS Patient Simulation Center 200,000

WCTC FOUNDATION INC

800 MAIN ST C 209
PEWAUKEE,WI53072
N/A SO I Find My Future High School Camp & Discover Career 5,000

WE CARE SOLAR

2140 SHATTUCK AVE STE 305
BERKELEY,CA94704
N/A PC General & Unrestricted 10,000

WEISS SCHOLARSHIP FOUNDATION

620 HARLOWE CT
NAPERVILLE,IL60565
N/A PC General & Unrestricted 250

WHITEWATER FIRE DEPARTMENT INC

312 W WHITEWATER ST
WHITEWATER,WI53190
N/A PC funds for Gear locker system 1,000

WHITEWATER UNIFIED SCHOOL DISTRICT

419 S ELIZABETH ST
WHITEWATER,WI53190
N/A GOV Sponsor FRC Team #6574 Ferradermis 1,000

WISCONSIN ADAPTIVE SPORTS ASSOCIATION INC

715 TALON TRL
BROOKFIELD,WI53045
N/A PC General & Unrestricted 500

WISCONSIN STATE FAIR PARK FOUNDATION INC

640 S 84TH ST
MILWAUKEE,WI53214
N/A PC Blue Ribbon Brownies sponsorship fund 10,000

WISCONSIN VETERANS COMMUNITY FOUNDATION INC

313 N PLANKINTON STE WARD 4
MILWAUKEE,WI53203
N/A PC Parade sponsorship 2024 10,000

WISCONSIN VETERANS MUSEUM FOUNDATION INC

30 W MIFFLIN ST STE 200
MADISON,WI53703
N/A SO I sponsorship of Mess Nights at the Museum 2025 7,000

WISCONSIN VFW FOUNDATION INC

PO BOX 242
CAMP DOUGLAS,WI54618
N/A PC funds for VFW Post 2925 500

WISCONSIN VFW FOUNDATION INC

PO BOX 242
CAMP DOUGLAS,WI54618
N/A PC funds for VFW Post 1879 500

WISCONSIN VOLUNTEER COORDINATORS ASSOCIATION

1978 TUMBLEBROOK RD
NEENAH,WI54956
N/A PC 2025 Wisconsin Volunteer Coordinators Conference funds 500

WMC FOUNDATIION INC

501 E WASHINGTON AVE
MADISON,WI53703
N/A PC Business World program 1,000

YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER WAUKES

3610 MICHELLE WITMER MEMORIAL DR
NEW BERLIN,WI53151
N/A PC General & Unrestricted 1,000

YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER WAUKES

3610 MICHELLE WITMER MEMORIAL DR
NEW BERLIN,WI53151
N/A PC Summer STEM Camp 2025 1,000

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY

10005 W BLUEMOUND RD
MILWAUKEE,WI53226
N/A PC Frosty Free Week sponsorship fund 7,500
Total .................................right arrow 3a 897,925
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 119  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   119  
13Total. Add line 12, columns (b), (d), and (e)..................
13
119
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Generac Foundation Inc
 
Employer identification number

88-1928522
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Generac Foundation Inc
 
Employer identification number
88-1928522
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
Generac Power Systems
S45 W29290 Hwy 59
 
Waukesha, WI53189

$ 908,361


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Generac Foundation Inc
 
Employer identification number

88-1928522
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Generac Foundation Inc
 
Employer identification number

88-1928522
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Generac Foundation Inc
EIN:
88-1928522
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 LiquidationExplanationStmt
Name:
Generac Foundation Inc
EIN:
88-1928522
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $897,925. This amount represents 25% or more of the Foundation's net assets of $29,834 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2024 OtherExpensesSchedule
Name:
Generac Foundation Inc
EIN:
88-1928522
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 23,970     23,970
Bank Charges 7 7    
State or Local Filing Fees 25     25