2024-02-06T11:00:09-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2022-07-01 237323721 JUDD S ALEXANDER FOUNDATION JUDD 7158454556 500 FIRST ST STE 10 WAUSAU WI 544022137 GARY W FREELS PRESIDENT 7158454556 2024-02-06 1 GARY FREELS 999009999 0 JAMES A OLSON P00035071 9204367800 2023-11-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 65168043 X X 373920 373920 528802 528802 2126675 18218634 2126675 3029397 3029397 45000 22500 22500 16219 8110 8110 10095 2425 7670 884174 441668 442506 339 339 0 45321 10072 0 2251 1126 1126 5545 0 5545 26996 7249 19749 1035940 493489 507206 2419438 1624172 3455378 493489 2131378 -425981 2535908 836054 412629 412629 299204 237 237 237 4859778 0 7078783 4859778 4859778 40384043 45860335 45860335 7609242 12570549 12570549 2729537 907790 907790 532200 0 532200 532200 64894 24525 24525 59001757 65168043 65168043 77046 29170 918231 836853 9104 0 1004381 866023 X 57997376 64302020 57997376 64302020 59001757 65168043 57997376 -425981 6730625 64302020 0 64302020 SALES OF CORPORATE STOCKS & BONDS P 18218634 16091959 2126675 2126675 2126675 35249 0 35249 0 35249 53200 0 0 0 53200 X 339 17612 17612 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 PRESIDENT 25.00 9000 0 0 LON E ROBERTS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 TREASURER/SECRETARY 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 590008 0 GREATER WAUSAU PROSPERITY PARTNERSHIP NOTE RECEIVABLE 400000 400000 54516552 893958 155225 55565735 0 0 55565735 833486 54732249 2736612 2736612 35249 35249 2701363 1778391 4479754 0 4479754 2131378 400000 2531378 4479754 484490 0 0 2531378 484490 0 0 2046888 0 0 0 0 0 0 0 0 2432866 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. AMERICAN LEGION 102 ELM AVE SW MONTGOMERY MN 56069 PC BANNER HONORING HARRY HEINMANN JR, VEHICLE FOR HONOR GUARD PROGRAM 800 BADGER INSTITUTE 633 W WISCONSIN AVE 330 MILWAUKEE WI 53233 PC SPECIFIC PROJECTS GRANT FOR 2023 30000 BIG BROTHERS BIG SISTERS 2600 STEWART AVE 262 WAUSAU WI 54403 PC THE NEST 35000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 DC EVEREST EDUCATION FOUNDATION INC 6300 ALDERSON STREET WESTON WI 54476 PC ACTIVITIES IN THE DISTRICT 15000 FOUNDATION FOR ECONOMIC EDUCATION 1776 PEACHTREE ST NW SUITE 710S ATLANTA GA 30309 PC ANNUAL OPERATING SUPPORT 1000 INSTITUTE FOR REFORMING GOVERNMENT INC PO BOX 1651 MADISON WI 53703 PC ANNUAL OPERATING SUPPORT 30000 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 MCDEVCO 300 3RD ST WAUSAU WI 54403 PC MATCHING GRANT 30000 MCDEVCO 300 3RD ST WAUSAU WI 54403 PC GENESIS PRIMARY CARE AND 2 BROTHERS FIBER LLC LOAN 15347 NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION 1000 W CAMPUS DR WAUSAU WI 54403 PC JUDD & ANNE ALEXANDER SCHOLARSHIP 100000 NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION 1000 W CAMPUS DR WAUSAU WI 54403 PC NTC HEALTHCARE IMMERSIVE LEARNING CENTER PROJECT 150000 THE WOMEN'S COMMUNITY INC OF WAUSAU 3200 HILLTOP AVE WAUSAU WI 54401 PC ANNUAL OPERATING SUPPORT 5000 UNITED WAY OF MARATHON COUNTY INC 705 S 24TH AVE WAUSAU WI 54401 PC 2023 MATCHING GRANT 35000 WAUSAU EAST HIGH SCHOOL 2607 N 18TH ST WAUSAU WI 54403 PC INTERNATIONAL BACCALAUREATE PROGRAM 21200 WAUSAU SCHOOL FOUNDATION 415 SEYMOUR ST WAUSAU WI 54402 PC ENVIRONMENTAL LEARNING CENTER 50000 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 WISEYE BROADCAST SYSTEM UPGRADE 25000 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 DC EVEREST EDUCATION FOUNDATION INC 6300 ALDERSON STREET WESTON WI 54476 PC GREENHECK TURNER COMMUNITY CENTER CAPITAL 500000 THE HAGAR HOUSE 915 N 5TH ST WAUSAU WI 54403 PC FACILITY ACQUISITION PROJECT 50000 PERFORMING ARTS FOUNDATION INC 401 FOURTH ST WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 VILLAGE OF ATHENS 221 CAROLINE STREET ATHENS WI 54411 PC PROGRESS ATHENS - PURCHASE OF OLD ATHENS BANK BUILDING AND RENOVATE ATHENS COMMUNITY HALL 25000 FOUNDATION FOR ECONOMIC EDUCATION 1776 PEACHTREE ST NW SUITE 710S ATLANTA GA 30309 PC MARATHON COUNTY, WI TEACHER TRAINING PROJECT 27900 HANNAH CENTER INC 212 E THIRD ST MARSHFIELD WI 54449 PC THE JOURNEY TRAINING PROGRAM 2925 WAUSAU AREA CHAMBER OF COMMERCE 209 WASHINGTON ST WAUSAU WI 54403 PC DEPOT REMODEL 350000 1624172 0 14 373920 14 528802 18 2126675 0 3029397 0 3029397 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10095 2425 7670 COMPENSATION TO DISQUALIFIED PERSONS PART VII-B, LINE 1A(4) DURING THE FISCAL YEAR ENDED 06/30/22, THE FOUNDATION PAID $590,008 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 PROERTIES 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 12570549 12570549 SEE ATTACHED 45860335 45860335 SEE ATTACHED FMV 406947 406947 MISSION RELATED INVESTMENT AT COST 100000 100000 RENOVUS AT COST 118453 118453 SHERIDAN CAPITAL III AT COST 49865 49865 ONLUME INVESTMENT AT COST 43750 43750 PYRAN AT COST 50000 50000 IDEA FUND OF LA CROSSE II, L.P. AT COST 18775 18775 WRBA NURSE, LLC AT COST 20000 20000 MIDPOINT VENTURES, LLC AT COST 100000 100000 LEGAL FEES 16219 8110 8110 INTEREST RECEIVABLE 64894 6913 6913 EXCISE TAX RECEIVABLE 17612 17612 MEMBERSHIP DUES AND PUBLICATIONS 12500 0 12500 INSURANCE 2266 1133 1133 MISCELLANEOUS 75 38 38 OFFICE EXPENSES 12155 6078 6078 UNREALIZED LOSS ON INVESTMENTS 6694595 PROGRAM GRANTS DISCOUNT 36030 EXCISE TAX PAYABLE 9104 0 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 590008 147502 442506 INVESTMENT FEES 294166 294166 0 FOREIGN INVESTMENT TAXES 10072 10072 0 FEDERAL EXCISE TAX 35249 0 0