2025-08-21T11:38:45-05:00 2024-11-30 391750654 DJA CPAS SC W233 N2080 RIDGEVIEW PARKWAY STE 301 WAUKESHA WI 53188 990PF 2023-12-01 010852699 TABAT FAMILY FOUNDATION INC C/O DAWN TABAT TABA 4147456886 W233N2080 RIDGEVIEW PKWY 301 WAUKESHA WI 53188 DAWN TABAT PRESIDENT 4147456886 2025-08-21 1 0 RICK C STEINER P00358861 2625444899 2023 2025-03-06 01:10:19Z X 5755543 X 628000 12897 12897 120075 120075 164802 1217194 164802 925774 297774 0 0 0 4370 0 0 3713 0 0 21873 0 0 29956 0 0 750000 750000 779956 0 750000 145818 297774 766583 51964 51964 3641641 4017737 5703579 4408224 4069701 5755543 0 0 X 0 0 1043748 1043748 3364476 3025953 4408224 4069701 4408224 4069701 4408224 145818 0 4554042 484341 4069701 VANGUARD TTL BND P 2024-01-01 2024-04-11 10012 10279 -267 -267 ISH S AND P 500 GROWTH P 2023-01-01 2024-10-31 225265 133528 91737 91737 ISH RSL 1000 VAL P 2017-07-07 2024-10-31 173570 119948 53622 53622 ISHARES MSC EAFE P 2021-02-25 2024-10-31 39306 44967 -5661 -5661 ISH MSCI VLU ETF P 2023-01-01 2024-10-31 47963 37582 10381 10381 ISH MSCI GRW ETF P 2023-01-01 2024-10-31 47599 37730 9869 9869 VANGUARD TTL BND P 2023-01-01 2024-04-11 361867 400585 -38718 -38718 VNG FTSE ALL WLD P 2023-01-01 2024-04-11 311612 267773 43839 43839 164802 4139 0 4139 0 4139 5518 0 0 0 5518 X 61 1318 1318 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A DWAYNE JOHNSON & ASSOCIATES SC 2625444899 W233 N2080 RIDGEVIEW PARKWAY SUITE 301 WAUKESHA WI 53188 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAWN A TABAT 4410 S HILLVIEW DRIVE NEW BERLIN WI 53146 PRESIDENT/TREASURER 2.00 0 0 0 JAKE T KSOBIECH 7914 WEST WRIGHT STREET WAUWATOSA WI 53213 VICE-PRESIDENT 1.00 0 0 0 RACHEL KSOBIECH-WIERZBA 4500 ROBERT DRIVE VALDOSTA GA 31605 VICE-PRESIDENT 1.00 0 0 0 SUSAN TABAT S43 W38915 COUNTY ROAD D DOUSMAN WI 53118 SECRETARY 1.00 0 0 0 DAWN A TABAT 4410 S HILLVIEW DRIVE NEW BERLIN WI 53146 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 4820290 533748 0 5354038 0 0 5354038 80311 5273727 263686 263686 4139 4139 259547 0 259547 0 259547 750000 0 750000 259547 0 0 81823 676505 1157205 1915533 750000 0 0 0 259547 490453 0 0 2405986 0 0 0 0 0 0 81823 2324163 676505 1157205 490453 DAWN A TABAT X GPS EDUCATION PARTNERS N19W24075 RIVERWOOD DR SUITE 300 WAUKESHA WI 53188 PC CHARITABLE 500000 MSOE 1025 N BROADWAY MILWAUKEE WI 53202 PC CHARITABLE 250000 750000 0 12897 120075 164802 0 0 297774 297774 3 INVESTMENT OF FOUNDATION ASSETS 4 INVESTMENT OF FOUNDATION ASSETS 8 INVESTMENT OF FOUNDATION ASSETS 7 INVESTMENT OF FOUNDATION ASSETS 0 0 0 0 0 0 0 0 0 0 X X 1 DAWN A TABAT CHARITABLE LEAD ANNUITY TR W233 N2080 RIDGEVIEW PARKWAY 301 WAUKESHA WI 53188 628000 X X 1 3900 SHARES OF GENERAC HOLDGS INC. 599274 2024-08-29 DWAYNE JOHNSON & ASSOCIATES 4370 0 0 EJ INVESTMENT ACCOUNT FMV 4017737 5703579 UNREALIZED GAIN ON GENERAC HOLDINGS STOCK CONTRIBUTION 484341 EJ PROGRAM AND ADMIN FEES 21873 0 0 FOREIGN TAX PAID 1713 0 0 FEDERAL TAXES PAID 1000 0 0 FEDERAL TAXES PAID 1000 0 0