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
REGAL BELOIT CHARITABLE FOUNDATION
 
% HILLARY PARKS
Number and street (or P.O. box number if mail is not delivered to street address)111 W MICHIGAN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53203
A Employer identification number

39-1814812
B Telephone number (see instructions)

(608) 364-8800
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$1,289,397J 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) 1,200,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 28,033 28,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,819
b Gross sales price for all assets on line 6a 106,493
7 Capital gain net income (from Part IV, line 2)... 14,819
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........ 1,242,852 42,852  
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)....... Click to see attachment
List of Attached Documents:
// Content
5,535 2,768 0 2,767
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,055 4,055 0 0
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 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,590 6,823 0 2,767
25 Contributions, gifts, grants paid....... 906,810 906,810
26 Total expenses and disbursements. Add lines 24 and 25 916,400 6,823 0 909,577
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 326,452
b Net investment income (if negative, enter -0-) 36,029
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............. 173,312 460,952 460,952
2 Savings and temporary cash investments......... 67,477 49,983 49,983
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).......... 668,473 Click to see attachment
List of Attached Documents:
// Content
729,841 		778,462
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) 909,262 1,240,776 1,289,397
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........... 914,324 1,240,776
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 Total net assets or fund balances (see instructions)..... 914,324 1,240,776
30 Total liabilities and net assets/fund balances (see instructions). 914,324 1,240,776
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
914,324
2
Enter amount from Part I, line 27a .....................
2
326,452
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,240,776
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
1,240,776
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.)
1 a STCG - SECURITIES      
b LTCG - SECURITIES      
c CAPITAL GAIN DIVIDENDS P    
d CAPITAL GAIN DIVIDENDS P    
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 8,845   9,120 -275
b 91,217   82,554 8,663
c       6,431
d       6,431
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       -275
b       8,663
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 14,819
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) 1 501
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........................... 3 501
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- ..... 5 501
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 204
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 704
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 203
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow203 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
 
No
If "Yes," attach the statement required by General Instruction T.
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 arrowN/A
14
The books are in care ofright arrowHILLARY PARKS Telephone no.right arrow (608) 364-8800

Located atright arrow111 W MICHIGAN STREETMILWAUKEEWI ZIP+4right arrow53203
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
LOUIS PINKHAM TRUSTEE
1.0 		0 0 0
111 W MICHIGAN STREET
MILWAUKEE,WI53203
ROBERT REHARD TRUSTEE
1.0 		0 0 0
111 W MICHIGAN STREET
MILWAUKEE,WI53203
ROBIN WALKER LEE CHAIR - CORPORATE GOVERNANCE
1.0 		0 0 0
111 W MICHIGAN STREET
MILWAUKEE,WI53203
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
756,279
b
Average of monthly cash balances.......................
1b
381,381
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,137,660
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
1,137,660
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,065
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,120,595
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
56,030
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
56,030
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
501
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
501
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
55,529
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
55,529
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
55,529
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
909,577
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
909,577
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 55,529
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 786,258
b From 2020...... 516,671
c From 2021...... 513,484
d From 2022...... 845,932
e From 2023...... 735,621
f Total of lines 3a through e ........ 3,397,966
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 909,577
a Applied to 2023, but not more than line 2a 0
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..... 55,529
e Remaining amount distributed out of corpus 854,048
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 4,252,014
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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 ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ... 		786,258
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,465,756
10 Analysis of line 9:
a Excess from 2020.... 516,671
b Excess from 2021.... 513,484
c Excess from 2022.... 845,932
d Excess from 2023.... 735,621
e Excess from 2024.... 854,048
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).)
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

CUB SCOUT PACK 33

COLE CAMP
LINCOLN,MO65355 		NONE PC PES-COMMERCIAL 600

ROLL ON MINISTRY

PO BOX 16
LINCOLN,MO65338 		NONE PC PES-COMMERCIAL 300

USS LIBERTY MEMORIAL PUBLIC LIBRARY

1620 11TH AVENUE
GRAFTON,WI53024 		NONE PC PES-COMMERCIAL 1,000

NOURISH FOOD BANK

1809 MEMORIAL BOULEVARD
MURFREESBORO,TN37129 		NONE PC PES - CLIMATE 10,000

HEALTHIER MOMS AND BABIES

1025 W RUDISILL BOULEVARD
FORT WAYNE,IN46807 		NONE PC PES - CLIMATE 3,000

CASSVILLE PANTRY

800 WEST 10TH STREET
CASSVILLE,MO65625 		NONE PC PES - CLIMATE 1,000

CASSVILLE YMCA

408 STATE HWY 248
CASSVILLE,MO65625 		NONE PC PES - CLIMATE 1,000

WARRIOR BOTS MUSKEGO HIGH SCHOOL FRC 6421

W185S8750 RACINE AVENUE
MUSKEGO,WI53150 		NONE PC MCS 12,000

CHARGER ROBOTICS - HAMILTON HIGH SCHOOL FRC 0537

W220N6151 TOWN LINE ROAD
SUSSEX,WI53089 		NONE PC MCS 15,900

MILWAUKEE ROBOTICS COALITION FRC 1675

2420 N VEL R PHILLIPS AVENUE
MILWAUKEE,WI53212 		NONE PC MCS 12,000

UNIVERSITY OF CINCINNATI FOUNDATION

UNIVERSITY HALL 51 GOODMAN STREET
CINCINNATI,OH45221 		NONE PC MCS 10,000

GATEWAY COMMUNITY AND TECHNICAL COLLEGE

500 TECHNOLOGY WAY
FLORENCE,KY41042 		NONE PC MCS 2,500

THE ION CENTER

835 MADISON AVENUE
COVINGTON,KY41011 		NONE PC MCS 6,500

NORTHERN KENTUCKY UNIVERSITY

5320 CAMPUS DRIVE AC 221
HIGHLAND HEIGHTS,KY41099 		NONE PC MCS 2,500

COMPREHENSIVE DEVELOPMENT CENTER

5053 NORWAY ROAD
MONTICELLO,IN47960 		NONE PC MCS 1,500

TWIN LAKES ROBOTICS TEAMS

11842 BREEZY POINT DRIVE
MONTICELLO,IN47960 		NONE PC MCS 1,500

UNITED WAY OF WHITE COUNTY

402 TIOGA ROAD
MONTICELLO,IN47960 		NONE PC MCS 10,000

MUSEUM OF SCIENCE AND INDUSTRY

5700 S LAKE SHORE DRIVE
CHICAGO,IL60637 		NONE PC CORPORATE 50,000

GREATER BELOIT CHAMBER OF COMMERCE

645 THIRD STREET
BELOIT,WI53511 		NONE PC CORPORATE 9,510

BELOIT INTERNATIONAL FILM FESTIVAL

645 3RD STREET
BELOIT,WI53511 		NONE PC CORPORATE 5,000

BELOIT MEALS ON WHEELS

1534 SHORE DRIVE
BELOIT,WI53511 		NONE PC CORPORATE 7,500

UNITED COMMUNITY CENTER

1028 S 9TH STREET
MILWAUKEE,WI53204 		NONE PC CORPORATE 7,500

MIRACLE LEAGUE

217 SHIRLAND AVENUE
BELOIT,WI53511 		NONE PC CORPORATE 8,000

BELOIT HEALTH CENTER

74 ECLIPSE BOULEVARD
BELOIT,WI53511 		NONE PC CORPORATE 80,000

UNITED WAY BLACKHAWK REGION

205 N MAIN STREET SUITE 101
JANESVILLE,WI53545 		NONE PC CORPORATE 56,650

ALBERT'S DOG LOUNGE

N7285 WOODFIELD LANE
WHITEWATER,WI53190 		NONE PC IPS 500

URBAN ECOLOGY CENTER

3700 W PIERCE STREET
MILWAUKEE,WI53215 		NONE PC IPS 2,000

BELOIT HEALTH SYSTEM PRO-AM

1904 HUEBBE PARKWAY
BELOIT,WI53511 		NONE PC CORP 5,000

BELOIT CITY WIDE YOUTH SOFTBALL

PO BOX 1398
BELOIT,WI53511 		NONE PC CORP 3,000

RONALD MCDONALD HOUSE

110 N CARPENTER STREET
CHICAGO,IL60607 		NONE PC IPS 1,000

UNIVERSITY OF LOUISVILLE FOUNDATION

220 EASTERN PARKWAY
LOUISVILLE,KY40292 		NONE PC IPS 30,000

LATINO ARTS NOCHE DE GALA

1028 S 9TH STREET
MILWAUKEE,WI53204 		NONE PC CORP 2,500

GIVING FROM THE HEART FOUNDATION

18333 HAMPTON COURT
NORTHRIDGE,CA91326 		NONE PC CORP 10,000

U CHICAGO CANCER CENTER

5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615 		NONE PC CORP 100,000

FRC TEAM 6574 FERRIDERMIS

534 SOUTH ELIZABETH
WHITEWATER,WI53190 		NONE PC IPS 11,000

GREATER CLEVELAND FOOD BANK

13815 COIT ROAD
CLEVELAND,OH44110 		NONE PC AMC 20,000

SUBURBAN FOOD PANTRY

6809 HOBSON VALLEY DRIVE SUITE 118
WOODRIDGE,IL60517 		NONE PC AMC 5,000

MORTON ARBORETUM

4100 ILLINOIS ROUTE 53
LISLE,IL60532 		NONE PC AMC 5,000

AKRON MAKERSPACE

540 S MAIN STREET SUITE 951
AKRON,OH44311 		NONE PC AMC 5,000

OPEN ARMS PREGNANCY CENTER

9535 RESEDA BLVD SUITE 303
NORTHRIDGE,CA91324 		NONE PC AMC 15,000

WHITE COUNTY COMMUNITY FOUNDATION

1001 S AIRPORT ROAD
MONTICELLO,IN47960 		NONE PC AMC 5,000

GIFTS OF GRACE ADOPTION SUPPORT CENTER

656 N 36TH STREET
LAFAYETTE,IN47905 		NONE PC AMC 1,000

HOME OF THE SPARROW

969 E SWEDESFORD ROAD
EXTON,PA19341 		NONE PC AMC 10,000

MARCH OF DIMES

141 W JACKSON BLVD SUITE 1875
CHICAGO,IL60604 		NONE PC AMC 5,000

CHESAPEAKE HOUSING MISSION

PO BOX 1061
SALISBURY,MD21802 		NONE PC AMC 10,000

MICAH'S BACKPACK

2308 MERRIMAC ROAD
BLACKSBURG,VA24060 		NONE PC AMC 2,500

GIRLS WHO CODE

1250 BROADWAY 17TH FLOOR
NEW YORK,NY10001 		NONE PC AMC 5,000

JOY RANCH CHILDREN'S HOME

813 JOY RANCH ROAD
WOODLAWN,VA24381 		NONE PC AMC 1,500

PULASKI DAILY BREAK

PO BOX 824
PULASKI,VA24301 		NONE PC AMC 1,500

FOSTER CARE TO SUCCESS

23811 CHAGRIN BLVD SUITE 210
CLEVELAND,OH44122 		NONE PC AMC 1,500

RADFORD WOMEN'S RESOURCE CENTER

1217 GROVE AVENUE
RADFORD,VA24141 		NONE PC AMC 3,000

NEW RIVER VALLEY COMMUNITY SERVICES

700 UNIVERSITY CITY BOULEVARD
BLACKSBURG,VA24060 		NONE PC AMC 1,500

GOD'S PIT CREW

2499 NORTH MAIN STREET
DANVILLE,VA24540 		NONE PC AMC 1,500

COMMUNITY TABLE

400 TYLER AVENUE
RADFORD,VA24141 		NONE PC AMC 1,500

NRV AGENCY ON AGING

6226 UNIVERSITY PARK DR SUITE 3100
FAIRLAWN,VA24141 		NONE PC AMC 1,500

PARTNERS FOR EXCELLENCE FOUNDATION

PO BOX 355
RADFORD,VA24143 		NONE PC AMC 2,500

NRV CARES

701B WEST MAIN STREET
RADFORD,VA24141 		NONE PC AMC 3,000

VITTLES FOR VETS

PO BOX 54
FAIRLAWN,VA24141 		NONE PC AMC 2,500

CARILIAN CLINIC FOUNDATION

FRALIN HOUSE 903 S JEFFERSON ST
ROANOKE,VA24016 		NONE PC AMC 1,500

SALVATION ARMY

270 MORNING STAR LANE
CHRISTIANSBURG,VA24073 		NONE PC AMC 1,500

UNITED WAY OF THE NRV

111 WEST MAIN STREET
CHRISTIANSBURG,VA24073 		NONE PC AMC 2,000

FRIENDS OF CLAYTOR LAKE

6580 VALLEY CENTER DR SUITE 318
RADFORD,VA24141 		NONE PC AMC 1,500

NEW RIVER CONSERVANCY

PO BOX 1480
WEST JEFFERSON,NC28694 		NONE PC AMC 1,500

OLIVE CREST - HOPE REFUGE

PO BOX 8265
GOLETA,CA93118 		NONE PC AMC 3,000

MISSION REGIONAL MEDICAL CENTER

900 S BRYAN ROAD
MISSION,TX78572 		NONE PC PES 1,000

HABITAT FOR HUMANITY OF MIAMI & SHELBY COUNTY

150 E RACE STREET
TROY,OH45373 		NONE PC PES 2,000

AMERICAN RED CROSS - UPSTATE SC CHAPTER

940 GROVE ROAD
GREENVILLE,SC29605 		NONE PC IPS 5,000

BAWAC

7970 KENTUCKY DRIVE
FLORENCE,KY41042 		NONE PC IPS 5,000

FIRST FRC TEAM 1792

OAK CREEK HIGH SCHOOL
340 E PUETZ ROAD
OAK CREEK,WI53154 		NONE PC IPS 11,000

FIRST FRC 1732

3401 W WISCONSIN AVENUE
MILWAUKEE,WI53208 		NONE PC IPS 11,000

FT THOMAS FOREST CONSERVANCY

PO BOX 75149
FT THOMAS,KY41075 		NONE PC IPS 1,500

FIRST ROBOTICS FRC TEAM 5096

8365 N 107TH STREET
MILWAUKEE,WI53224 		NONE PC IPS 6,000

MOZEE MOTOR SPORTS MSOE FORMULA HYBRID TEAM

1025 N BROADWAY STREET
MILWAUKEE,WI53203 		NONE PC IPS 5,000

NORTHERN KENTUCKY CHAMBER

300 BUTTERMILK PIKE SUITE 330
PO BOX 17416
FORT MITCHELL,KY41017 		NONE PC IPS 2,500

OPERATION AIRDROP

PO BOX 1271
BEDFORD,TX76095 		NONE PC IPS 5,000

PIBOTICS IGNITE FRC TEAM 3818

IGNITE INSTITUTE 37 ATLANTIC AVENU
ERLANGER,KY41018 		NONE PC IPS 6,000

SABER ROBOTICS #2506

8222 S 51ST STREET
FRANKLIN,WI53132 		NONE PC IPS 6,000

SECOND HARVEST FOOD BANK OF METROLINA

500-B SPRATT STREET
CHARLOTTE,NC28206 		NONE PC IPS 5,000

STEM FORWARD

1025 N BROADWAY
MILWAUKEE,WI53202 		NONE PC IPS 1,500

WISCONSIN FIRST ROBOTICS

N41W28660 IMPERIAL DRIVE
PEWAUKEE,WI53072 		NONE PC IPS 25,000

CITY COLLEGES OF CHICAGO FOUNDATON

4300 N NARRAGANSETT AVENUE
CHICAGO,IL60634 		NONE PC IPS 5,000

DOMINCAN HIGH SCHOOL FIRST ROBOTICS TEAM 8531

120 E SILVER SPRING DRIVE
WHITEFISH BAY,WI53217 		NONE PC CORP 12,000

PULASKI COMMUNITY YOUTH CENTER

6671 RIVERLAWN CENTER
FAIRLAWN,VA24141 		NONE PC AMC 650

BAY ROBOTICS CHARITY

5428 N LYDELL AVENUE
MILWAUKEE,WI53217 		NONE PC AMC 6,000

PREGNANCY RESOURCE CENTER OF SOUTH WEST VIRGINIA

708 NORTH MAIN STREET SUITE 200
BLAKSBURG,VA24060 		NONE PC AMC 1,500

SHEE YEE COMMUNITY OF MILWAUKEE

3824 W VLIET STREET
MILWAUKEE,WI53208 		NONE PC CORP 2,000

OZAUKEE FOOD ALLIANCE

166 W DEKORA STREET
SAUKVILLE,WI53080 		NONE PC PES 4,000

OZAUKEE FAMILY SERVICES

4922 COLUMBIA ROAD
CEDARBURG,WI53012 		NONE PC PES 4,000

CASSVILLE SENIOR CENTER

1111 FAIR STREET
CASSVILLE,MO65625 		NONE PC PES 4,000

HAVEN OF THE OZARKS

9617 FARM ROAD 2190
WASHBURN,MO65772 		NONE PC PES 4,000

JUNIOR ACHIEVEMENT NORTHERN INDIANA

550 E WALLEN ROAD
FORT WAYNE,IN46825 		NONE PC PES 4,500

FORT WAYNE RESCUE MISSION

404 E WASHINGTON BOULEVARD
FORT WAYNE,IN46802 		NONE PC PES 1,500

KATE'S KART

10376 LEO ROAD SUITE A
FORT WAYNE,IN46825 		NONE PC PES 1,500

A MOTHER'S HOPE

5322 N CLINTON STREET
FORT WAYNE,IN46825 		NONE PC PES 1,500

PROJECT BALLET

921 NORTHCREST SHOPPING CENTER
FORT WAYNE,IN46805 		NONE PC PES 1,200

CENTER FOR NONVIOLENCE

235 W CREIGHTON AVENUE
FORT WAYNE,IN46807 		NONE PC PES 500

LINCOLN COUNSEL FOR COMMUNITY BETTERMENT - DEVON'S

16594 HWY C
LINCOLN,MO65338 		NONE PC PES 600

WARM HOUSE

100 E LONG VIEW TERRACE
WARSAW,MO65355 		NONE PC PES 900

BENTON COUNTY CANCER TRANSPORTATION & CARE FUND

1238 COMMERCIAL STREET
WARSAW,MO65355 		NONE PC PES 500

BENTON COUNTY FOOD PANTRY

121 TOWER DRIVE
WARSAW,MO65355 		NONE PC PES 3,000

LINCOLN HIGH SCHOOL ECOLOGY CLASS

HIGH SCHOOL AVENUE
LINCOLN,MO65338 		NONE PC PES 500

9031 WILDBOTS - WARSAW HIGH SCHOOL

20363 LANE OF CHAMPIONS
WARSAW,MO65355 		NONE PC PES 2,500

TIPPECANOE ATHLETIC BOOSTERS

PO BOX 24
TIPP CITY,OH45371 		NONE PC PES 2,500

TIPPICANOE COMMUNITY SERVICES

3847 STATE ROAD 26 E
LAFAYETTE,IN47905 		NONE PC PES 2,500

NEEDY BASKET OF SOUTHERN MIAMI COUNTY

330 S 5TH STREET
TIPP CITY,OH45371 		NONE PC PES 2,500

BOYS & GIRLS CLUB LUNDA CENTER

405 STATE HIGHWAY 54 SUITE A
BLACK RIVER FALLS,WI54615 		NONE PC PES 4,000

JACKSON COUNTY INTERFAITH

1451 TYLER STREET
BLACK RIVER FALLS,WI54615 		NONE PC PES 4,000

UNITED WAY OF GREATER TOLEDO - WOOD COUNTY

217 S CHURCH STREET
BOWLING GREEN,OH43402 		NONE PC CORP/AMC 25,000

MARENGO UNION ELEMENTARY STEM PROGRAM

816 E GRANT HIGHWAY
MARENGO,IL60152 		NONE PC AMC 7,000

MARENGO AREA OUTREACH ENTERPRISES

829 GREENLEE STREET
MARENGO,IL60152 		NONE PC AMC 7,000

MCHENRY COUNTY COLLEGE

8900 US HIGHWAY 14
CRYSTAL LAKE,IL60012 		NONE PC AMC 7,000

MILWAUKEE ROBOTICS ACADEMY

3063 N FRATNEY STREET
MILWAUKEE,WI53212 		NONE PC IPS 18,000

KEEP NORTHERN ILLINOIS BEAUTIFUL

4465 HYDRAULIC ROAD
ROCKFORD,IL61109 		NONE PC CORP 2,500

WINNEBAGO COUNTY ANIMAL SERVICE AUXILIARY

PO BOX 2503
LOVES PARK,IL61132 		NONE PC CORP 3,500

ROCKFORD AREA ARTS COUNCIL

713 E STATE STREET
ROCKFORD,IL61104 		NONE PC CORP 3,000

SOJOURNER FAMILY PEACE CENTER

619 W WALNUT STREET
MILWAUKEE,WI53212 		NONE PC IPS 20,000

MSOE MPS SPRING SCRIMMAGE

DEVELOPMENT OFFICE 1025 N BROADWAY
MILWAUKEE,WI53202 		NONE NC IPS 15,000

ALL IN MILWAUKEE

600 W VIRGINIA STREET
MILWAUKEE,WI53204 		NONE PC IPS 15,000

LIFE LEARNING CENTER

20 WEST 18TH STREET
COVINGTON,KY41011 		NONE PC IPS 1,500

THE WAR CAMPS

1 MAYBROOK DRIVE
  SCARBOROUGHM1V 5K9
CA 		NONE PC PES - COMMERCIAL 2,500

CANADIAN CANCER SOCIETY

55 ST CLAIR AVE WEST SUITE 300
  TORONTOM4V 2Y7
CA 		NONE PC PES - COMMERCIAL 2,500
Total .................................right arrow 3a 906,810
bApproved for future payment

STATELINE COMUNITY FOUNDATION
690 THIRD STREET 110
BELOIT,WI53511 		NONE PC CORPORATE 0

PULASKI COMMUNITY YOUTH CENTER
8321 SAWGRASS WAY
RADFORD,VA24141 		NONE PC AMC 0

INDIAN TRAILS CAREER CENTER
807 N 6TH STREET
MONTICELLO,IN47960 		NONE PC AMC 0

OSHKOSH SCHOOL FOUNDATION
215 S EAGLE STREET
OSHKOSH,WI54902 		NONE PC AMC 0

NEW RIVER ROBOTICS ASSOCIATION
270 MORNING STAR LANE
CHRISTIANSBURG,VA24073 		NONE PC AMC 0

HMONG AMERICAN PARTNERSHIP
3824 W VLIET STREET
MILWAUKEE,WI53208 		NONE PC CORPORATE 0

COMMUNITY HARVEST FOOD BANK
PO BOX 10967
FORT WAYNE,IN46855 		NONE PC PES 0

PROJECT LINUS
9831 GREENMOOR DRIVE
NEW HAVEN,IN46774 		NONE PC PES 0

FAMILY ABUSE SHELTER OF MIAMI COUNTY
530 CRESCENT DRIVE
TROY,OH45373 		NONE PC PES 0

NORTHERN KENTUCKY UNIVERSITY
5320 CAMPUS DRIVE AC 221
HIGHLAND HEIGHTS,KY41099 		NONE PC IPS 0

RADFORD CITY SCHOOLS PARTNERS FOR EXCELLENCE
PO BOX 355
RADFORD,VA24141 		NONE PC AMC 0

THE LIAM FOUNDATION
1005 5TH AVENUE
ROCKFORD,IL61104 		NONE PC CORPORATE 0

MARQUETTE UNVERSITY
PO BOX 1881
MILWAUKEE,WI532011881 		NONE PC MCS 0

FOOD BANK OF GREATER VANCOUVER
8345 WINSTON STREET
  BURNABYBC V5A 2H3
CA 		NONE PC AMC 0

OCEAN WISE
PO BOX 3232
  VANCOUVERBC V6B 3X8
CA 		NONE PC AMC 0

BRAMPTION 9235 OUTREACH CORPORATION
6-116 KENNEDY ROAD S
  BRAMPTONON L6W 3E7
CA 		NONE PC PES 0

APANICAL AC
EJERCITO NACIONAL 6325
  JUAREZ32520
MX 		NONE PC PES 0

HOGAR DE AMOR Y SUPERACION AC
7027 FRACC
  DEL REAL32660
CA 		NONE PC PES 0

PATRONATO PRO HOSPITAL GENERAL DE TIJUANA
CENTENARIO 10851
TIJUANA,B.C.22010
MX 		NONE PC AMC 0

POR UNA VEJAZ DIGNA
IZTACCIHUATL 10
TIJUANA,B.C.22634
MX 		NONE PC AMC 0

OMNIA CASA DEL NINO AC
C MICHOACA 400
PIEDRAS NEGRAS,COAHUILA26069
MX 		NONE PC PES 0

ORFANATORIO DE VILLA DE FUENTEDESARROLLO Y SUPERA
ZARAGOZA 406
PIEDRAS NEGRAS,COAHUILA26090
MX 		NONE PC PES 0

CABALGANDO POR UNA SONRISA AC
AVE PIEDRAS NEGRAS 401
PIEDRAS NEGRAS,COAHUILA26069
MX 		NONE PC PES 0

GRUPO DE APOYO AL CANCER
AV INDUSTRIAL 802-1
PIEDRAS NEGRAS,COAHUILA26030
MX 		NONE PC PES 0

POR AMOR A SU NOMBRE AC
AV LAZARDO CARDENAS 1515
PIEDRAS NEGRAS,COAHUILA26040
MX 		NONE PC PES 0

CRUZ ROJA MEXICANA (MEXICAN RED CROSS)
ALFONSO REYES 2503 NORTE
MONTERREY,NUEVO LEON64410
MX 		NONE PC PES 0

CASA AMIGA CENTRO DE CRISIS AC
CALLE DURANGO 1619 FRACC PASEO DE
CIUDAD JUAREZ,CHIHUAHUA32575
MX 		NONE PC PES 0

CASA DEL NINO Y DEL ANCIANO MEXICO AC
CALLE TLAHUICAS 3142
CIUDAD JUAREZ,CHIHUAHUA32280
MX 		NONE PC PES 0

DARENKA PARA NINOS CON CANCER AC
CALLE DORNAJO 15118
CHIHUAHUA,CHIHUAHUA31136
MX 		NONE PC PES 0

NIRATA AC
PRIVADA JOSE MARIA PINO SUAREZ 130
CIUDAD JUAREZ,CHIHUAHUA32676
MX 		NONE PC PES 0

ARENA - AUTISM AWARENESS
ANTONIO CASO 600
GUADALUPE,NUEVO LEON67174
MX 		NONE PC AMC 0

CASA HOGAR INFANTIL URIEL
C BAHIA DE LOS ANGELES 20790
TIJUANA,B.C.22200
MX 		NONE PC AMC 0

DARENKA CHILD CANCER CENTER
AVENIDA PASCUAL OROZCO 2301
CHIHUAHUA,CHIHUAHUA31000
MX 		NONE PC AMC 0

BOMBEROS DE NUEVO LEON ABP
AV CONSTITUCION 407
MONTERREY,NUEVO LEON64000
MX 		NONE PC IPS 0

CENTRO DE REHABILITACION INFANTIL HOGA AC
GOLNDRINA N 2437
GUADALUPE,NUEVO LEON67140
MX 		NONE PC IPS 0

CIUDAD DE LOS NINOS DE MONTERREY ABP
ZARAGOZA 659 SUR
GUADALUPE,NUEVO LEON67140
MX 		NONE PC IPS 0

CRUZ ROJA MEXICANA IAP
ALFONSO REYES 2503 NORTE
MONTERREY,NUEVO LEON64410
MX 		NONE PC IPS 0

FUNDACION ZABER AC
CONSTITUCION 405
MONTERREY,NUEVO LEON64000
MX 		NONE PC IPS 0

UNIVERSITY OF CHICAGO MEDICINE CANCER CENTER
5235 S HARPER COURT
CHICAGO,IL60615 		NONE PC CORP 0

UNIVERSITY OF LOUISVILLE
2301 S THIRD STREET
LOUISVILLE,KY40292 		NONE PC CORP 0
Total ................................. right arrow 3b 726,500
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 ........... 		         
4 Dividends and interest from securities ....     14 28,033  
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 ............ 		    18 14,819  
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) ..   42,852  
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,852
(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
REGAL BELOIT CHARITABLE FOUNDATION
 
Employer identification number

39-1814812
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
REGAL BELOIT CHARITABLE FOUNDATION
  		Employer identification number
39-1814812
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
REGAL REXNORD CORPORATION
111 W MICHIGAN STREET
 
MILWAUKEE, WI53203

$ 1,200,000


(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
REGAL BELOIT CHARITABLE FOUNDATION
  		Employer identification number

39-1814812
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
REGAL BELOIT CHARITABLE FOUNDATION
  		Employer identification number

39-1814812
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:  

TY 2024 AccountingFeesSchedule
Name:
REGAL BELOIT CHARITABLE FOUNDATION
EIN:
39-1814812
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX/ACCOUNTING 5,535 2,768 0 2,767

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

TY 2024 DepreciationSchedule
Name:
REGAL BELOIT CHARITABLE FOUNDATION
EIN:
39-1814812
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 InvestmentsOtherSchedule2
Name:
REGAL BELOIT CHARITABLE FOUNDATION
EIN:
39-1814812
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PIMCO INCOME FUND   98,459 98,538
VANGUARD GNMA FUND - ADMIRAL   74,370 72,998
VANGUARD INTERM - TERM BOND   146,329 145,071
FIDELITY 500 INDEX FUND   56,107 90,906
SMEAD VALUE Y FUND   24,362 23,986
VICTORY NASDAQ 100   13,993 21,748
PRIMECAP ODYSSEY AGGRESSIVE   34,599 31,256
PRINCIPAL MIDCAP VALUE I INST   24,609 25,017
VANGUARD S&P SMALL CAP 600   27,140 35,667
FIDELITY ADVISOR INTL SMALL   10,008 10,852
FEDERATED HERMES ST INCOME   171,564 174,992
GOLDMAN SACHS INTERNATIONAL EQ   37,254 37,201
MATTHEWS EM SM COMS INSTL   11,047 10,230

TY 2024 OtherProfessionalFeesSchedule
Name:
REGAL BELOIT CHARITABLE FOUNDATION
EIN:
39-1814812
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INV FEES-WEALTH MGMT 141081 4,055 4,055 0 0


TY 2024 TaxesSchedule
Name:
REGAL BELOIT CHARITABLE FOUNDATION
EIN:
39-1814812
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX