2025-02-11T15:10:03-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2023-07-01 237323721 JUDD S ALEXANDER FOUNDATION JUDD 7158454556 500 FIRST ST STE 10 WAUSAU WI 544022137 GARY W FREELS PRESIDENT 7158454556 2025-01-20 1 0 JAMES A OLSON P00035071 9204367800 2025-01-20 2023 2025-03-06 01:10:19Z X 67756426 X X 533059 533059 527228 527228 641786 18134911 641786 0 -95995 1702073 1606078 45000 22500 22500 11522 5761 5761 20790 4995 15795 1049738 502232 547506 1555 0 0 36626 7463 0 1606 803 803 9100 4550 4550 17148 1170 13920 1193085 549474 610835 2640420 2350750 3833505 549474 2961585 -2131432 1056604 412629 795285 795285 237 7059778 0 4859778 7059778 7059778 45860335 46908134 46908134 12570549 11686212 11686212 907790 742733 742733 532200 532200 532200 532200 24525 32084 32084 65168043 67756426 67756426 29170 44344 836853 1108539 866023 1152883 X 64302020 66603543 64302020 66603543 65168043 67756426 64302020 -2131432 4432955 66603543 0 66603543 PUBLICLY TRADED SECURITIES P 18134911 17493125 641786 641786 641786 14687 0 14687 0 14687 35249 0 0 0 35249 0 20562 20562 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.JUDDSALEXANDERFOUNDATION.ORG ALEXANDER PROPERTIES INC CO GARY 7158495729 PO BOX 2137 WAUSAU WI 544022137 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY W FREELS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR,PRESIDENT 2.00 9000 0 0 LON E ROBERTS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR,SEC-TREAS 2.00 9000 0 0 DWIGHT E DAVIS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR, V.P 2.00 9000 0 0 JOHN DUDLEY 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR 2.00 9000 0 0 JOHN TUBBS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR 2.00 9000 0 0 NONE 0 ALEXANDER PROPERTIES INC 500 FIRST STREET SUITE 10 WAUSAU WI 54402 INVESTMENT MANAGEMENT/ ADMINISTRATIVE SERVICES 730008 0 GREATER WAUSAU PROSPERITY PARTNERSHIP NOTE RECEIVABLE 2200000 2200000 59053590 1161825 532200 60747615 0 0 60747615 911214 59836401 2991820 2991820 14687 14687 2977133 0 2977133 0 2977133 2961585 2200000 5161585 2977133 2432866 0 0 5161585 2432866 0 0 2728719 0 0 0 0 0 0 0 0 248414 0 0 0 MR GARY W FREELS PO BOX 2137 WAUSAU WI 544022137 7158454556 APPLICATIONS NEED NOT BE IN ANY PARTICULAR FORM, BUT SHOULD SPECIFY THE ACTIVITY FOR WHICH CAPITAL IS REQUESTED, OTHER SOURCES OF FUNDING, THE DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION, EVALUATION PROCEDURES CONTEMPLATED BY THE GRANTEE TOGETHER WITH A COPY OF ANY EVALUATION, AND CONTEMPLATED FUTURE SOURCES OF REVENUE. THE FOUNDATION HAS NO SUBMISSION DEADLINES. THE FOUNDATION HAS NO ABSOLUTE RESTRICTIONS OR LIMITATIONS ON GRANTS, BUT USUALLY MAKES GRANTS ONLY TO ENTITIES IN WISCONSIN THAT BENEFIT MARATHON COUNTY AND ITS RESIDENTS FOR CAPITAL, START-UP, OR EMERGENCY NEEDS. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. BADGER INSTITUTE 633 W WISCONSIN AVE 330 MILWAUKEE WI 53233 PC OPERATING GRANT 30000 BIG BROTHERS BIG SISTERS 2600 STEWART AVE 262 WAUSAU WI 54403 PC MENTORING PROGRAMS AND THE NEST 35000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 BRIGHTSTAR 710 NORTH PLANKINTON AVE STE 340 MILWAUKEE WI 53203 PC ANNUAL OPERATING SUPPORT 100000 CHILDRENS IMAGINARIUM INC 223809 LAKESHORE DR WAUSAU WI 54401 PC CAPITAL CAMPAIGN 5000 CITY OF WAUSAU 407 GRANT ST WAUSAU WI 54403 PC COMMUNITY CARES PARTNERSHIP POSITION 65000 COMMUNITY FOUNDATION OF NORTH CENTRAL WIS 500 FIRST STREET STE 2600 WAUSAU WI 54403 PC WAUSAU ELKS LODGE NO. 248 REHAB FUND 20000 DC EVEREST EDUCATION FOUNDATION INC 6300 ALDERSON STREET WESTON WI 54476 PC ACTIVITIES IN THE DISTRICT 15000 EDGAR SCHOOL DISTRICT 203 E BIRCH ST EDGAR WI 54426 PC A WALK IN THEIR SHOES 8000 FOUNDATION FOR ECONOMIC EDUCATION 1776 PEACHTREE ST NW SUITE 710S ATLANTA GA 30309 PC ANNUAL OPERATING SUPPORT 1000 GREATER WAUSAU PROSPERITY PARTNERSHIP 200 WASHINGTON ST SUITE 120 WAUSAU WI 54403 PC HATCH PITCH COMPETITION 200000 INSTITUTE FOR REFORMING GOVERNMENT INC PO BOX 1651 MADISON WI 53703 PC BUILDING BRIDGES CAMPAIGN 35000 JUNIOR ACHIEVEMENT OF WISCONSIN INC 2904 RIB MOUNTAIN DR WAUSAU WI 54401 PC K-12 PROGRAMS FOR BUSINESS/ECONOMIC EDUCATION 50000 LEIGH YAWKEY WOODSON ART MUSEUM INC 700 NORTH 12TH STREET NORTH TH STREET WI 54403 PC ANNUAL OPERATING EXPENSE 5000 MARATHON COUNTY HISTORICAL SOCIETY 410 MCINDOE ST WAUSAU WI 54403 PC TELLING OUR STORIES: THE NEXT 50 YEARS CAMPAIGN 750000 MCDEVCO 300 3RD ST WAUSAU WI 54403 PC MARATHON COUNTY REVOLVING LOAN FUNDING 6250 PERFORMING ARTS FOUNDATION INC 401 FOURTH ST WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 THE HAGAR HOUSE 915 N 5TH ST WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 THE NEIGHBORS' PLACE 745 SCOTT STREET WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 THE SALVATION ARMY 202 CALLON ST WAUSAU WI 54401 PC ANNUAL OPERATING SUPPORT 5000 UNITED WAY OF MARATHON COUNTY INC 705 S 24TH AVE WAUSAU WI 54401 PC 2024 MATCHING GRANT 35000 WI INSTITUTE FOR LAW & LIBERTY 1139 E KNAPP ST MILWAUKEE WI 53202 PC ANNUAL OPERATING CAMPAIGN 30000 WISCONSINEYE 122 W WASHINGTON AVE 200 MADISON WI 53703 PC ANNUAL OPERATING SUPPORT 50000 WMC FOUNDATION INC 212 RIVER DRIVE WAUSAU WI 54403 PC WISCONSIN CIVIC BEES 7500 WOODSON YMCA INC 707 3RD ST WAUSAU WI 54403 PC LOW INCOME MINORITY CAMPERSHIPS AND COUNSELORS 20000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DR NO 600 RESTON VA 20191 PC OPERATING SUPPORT 10000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC FINANCIAL STABILITY PROJECT 100000 POSITIVE ALTERNATIVES INC 603 TERRILL RD MENOMONIE WI 54751 PC OUTDOOR DEVELOPMENT 1000 TOWN OF MANITOWISH WATERS 5733 AIRPORT RD PO BOX 267 MANITOWISH WATERS WI 54545 PC BIKE TRAIL EXTENSION 10000 RIB MOUNTAIN BOWMEN 14320 N 27TH AVENUE MERRILL WI 54452 PC ADA FACILITY 50000 ST VINCENT DE PAUL CABRINI CONFERENCE 131 W THOMAS STREET WAUSAU WI 54401 PC BUILDING IMPROVEMENTS 50000 ROGERS BEHAVIORAL HEALTH FOUNDATION 34700 VALLEY ROAD OCONOMOWOC WI 53066 PC ROGERS IN WAUSAU: MISSION POSSIBLE 100000 BRIDGE STREET MISSION 115 W BRIDGE ST WAUSAU WI 54401 PC ON TRACK CAPITAL CAMPAIGN 500000 COMMUNITY PARTNERS CAMPUS INC PO BOX 1403 WAUSAU WI 54402 PC SOLAR ENERGY PROJECT 27000 BRIDGE STREET MISSION 115 W BRIDGE ST WAUSAU WI 54401 PC ANNUAL OPERATING SUPPORT 5000 2345750 0 14 533059 14 527228 18 641786 0 1702073 0 1702073 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20790 4995 15795 COMPENSATION TO DISQUALIFIED PERSONS PART VII-B, LINE 1A(4) DURING THE FISCAL YEAR ENDED 06/30/24, THE FOUNDATION PAID $730,008 TO ALEXANDER PROPERTIES, INC., A CORPORATION WHICH WOULD BE CLASSIFIED AS A DISQUALIFIED PERSON PURSUANT TO CODE SECTION 4946(A)(1)(E), FOR ADMINISTRATIVE INVESTMENT AND ADVISORY SERVICES. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNT PAID TO ALEXANDER PROPERTIES INC. DOES NOT CONSTITUTE AN UNREASONABLE OR EXCESSIVE AMOUNT AND DOES NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS. SEE ATTACHED DETAL 11686212 11686212 SEE ATTACHED DETAL 46908134 46908134 SEE ATTACHED DETAL FMV 161685 161685 BANTR ON ELM, LLC AT COST 100000 100000 RENOVUS AT COST 249960 249960 SHERIDAN CAPITAL III AT COST 84838 84838 WRBA PYRAN, LLC AT COST 43750 43750 IDEA FUND OF LA CROSSE II, L.P. AT COST 37500 37500 WRBA NURSE, LLC AT COST 15000 15000 WRBA SPN, LLC AT COST 25000 25000 WRBA OPTICALX, LLC AT COST 25000 25000 LEGAL FEES 11522 5761 5761 INTEREST RECEIVABLE 6913 11522 11522 EXCISE TAX RECEIVABLE 17612 20562 20562 MEMBERSHIP DUES AND PUBLICATIONS 12750 0 12750 INSURANCE 2200 1100 1100 MISCELLANEOUS 2198 70 70 87-2777683 LLC 0 -95995 0 PROGRAM GRANTS DISCOUNT 17984 UNREALIZED GAIN/LOSS ON INVESTMENTS 4414971 MCDEVCO INC 0 0 2000-08 2015-08 4.000000000000 N/A GRANITE PEAKS 0 MCDEVCO INC 1650000 0 2008-01 3.000000000000 N/A SCOTT ST. PROPERTIES 0 MCDEVCO INC 2150000 0 2008-01 3.000000000000 FIRST ST. PROPERTIES 0 CITY OF WAUSAU COMMUNITY DEVELOPMENT DEPARTMENT 600000 0 2004-12 3.000000000000 WAUSAU PROPERTIES 0 CITY OF WAUSAU 358000 0 2013-01 2021-01 2.750000000000 PROJECT PROPERTIES 0 WAUSAU CURLING CLUB INC 222689 0 2013-04 2017-06 5.000000000000 WAUSAU CURLING CENTER 0 CITY OF WAUSAU 750000 0 2013-08 2018-08 2.750000000000 1ST STREET PROPERTY 0 CITY OF WAUSAU 190000 0 2014-03 2019-03 2.750000000000 L&S PROPERTY 0 MANAGEMENT FEES 730008 182502 547506 INVESTMENT FEES 319730 319730 0 FOREIGN INVESTMENT TAXES 7463 7463 0 FEDERAL EXCISE TAX 29163 0 0