2026-04-23T13:40:54-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990PF 2024-07-01 237323721 JUDD S ALEXANDER FOUNDATION JUDD 7158454556 500 FIRST ST STE 10 WAUSAU WI 544022137 GARY W FREELS PRESIDENT 7158454556 2026-04-09 1 1 KELCEY LEITL P01584977 9202315890 2026-04-08 2024 2025-03-06 01:10:19Z X 68333860 X X 521839 461141 595254 537330 3446618 16362056 3376902 11216 -22910 4574927 4352463 57000 28500 28500 13628 6814 6814 25725 6181 19544 953743 481237 403320 7131 7131 0 10920 5460 5460 18188 3345 14843 1086335 538668 478481 4039789 1800709 5126124 538668 2279190 -551197 3813795 795285 1048424 1048424 191338 191338 0 3875606 3875606 46908134 48753123 48753123 11686212 8224474 8224474 742733 2033861 2033861 532200 532200 532200 565900 7091862 3641134 3641134 67756426 68300160 68333860 44344 69186 1108539 3099763 1152883 3168949 X 66603543 65131211 66603543 65131211 67756426 68300160 66603543 -551197 2828865 68881211 3750000 65131211 PUBLICLY TRADED SECURITIES 16362056 12912188 3449868 3449868 ST CAPITAL GAIN LPS P 2024-07-01 2025-06-30 -99119 -99119 LT CAPITAL GAIN LPS P 2023-07-01 2025-06-30 26153 26153 3376902 53012 0 53012 0 53012 20562 0 0 0 20562 X 1396 33846 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 1 0 1 1 0 0 0 0 GARY W FREELS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR,PRESIDENT 2.00 10500 0 0 LON E ROBERTS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR,SEC-TREAS 2.00 12000 0 0 DWIGHT E DAVIS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR, V.P 2.00 10500 0 0 JOHN DUDLEY 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR 2.00 10500 0 0 JOHN TUBBS 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR 2.00 10500 0 0 DENNIS M DELOYE 500 FIRST STREET SUITE 10 WAUSAU WI 54402 DIRECTOR 2.00 3000 0 0 NONE 0 ALEXANDER PROPERTIES INC 500 FIRST STREET SUITE 10 WAUSAU WI 54402 INVESTMENT MANAGEMENT/ ADMINISTRATIVE SERVICES 630008 0 GREATER WAUSAU PROSPERITY PARTNERSHIP NOTE RECEIVABLE 300000 300000 59754471 942534 2320528 63017533 0 0 63017533 945263 62072270 3103614 3103614 53012 53012 3050602 0 3050602 0 3050602 2279190 300000 2579190 3050602 248414 0 0 2579190 248414 0 0 2330776 0 0 0 0 0 0 0 0 719826 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 45000 BIG BROTHERS BIG SISTERS 613 NORTH 5TH ST SUITE 203 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 ROOF CAPITAL PROJECT 60000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 BRIDGE STREET MISSION 115 W BRIDGE ST WAUSAU WI 54401 PC ANNUAL OPERATING SUPPORT 5000 CHILDRENS IMAGINARIUM INC 223809 LAKESHORE DR WAUSAU WI 54401 PC OPERATING GRANT 5000 CITY OF WAUSAU 407 GRANT ST WAUSAU WI 54403 GOV WAUSAU POLICE DEPARTMENT SUPPORT 235920 EDGAR SCHOOL DISTRICT 203 E BIRCH ST EDGAR WI 54426 GOV A WALK IN THEIR SHOES GRANT 6000 FAITH CHRISTIAN ACADEMY 225 S 28TH AVENUE WAUSAU WI 54401 PC EXPANSION PROJECT 50000 FOUNDATION FOR ECONOMIC EDUCATION 1776 PEACHTREE ST NW SUITE 710S ATLANTA GA 30309 PC ANNUAL OPERATING SUPPORT 1000 GREATER WAUSAU CHAMBER OF COMMERCE 209 W WASHINGTON ST WAUSAU WI 54403 NC CENTRAL WI AI RESOURCE CENTER 125000 HOPE LIFE CENTER 605 SOUTH 24TH AVENUE SUITE 20 WAUSAU WI 54403 PC BUILDING RENOVATIONS 10000 INSTITUTE FOR REFORMING GOVERNMENT INC PO BOX 180291 DELAFIELD WI 53018 PC CENTER FOR LEADERSHIP TRAINING PROGRAM & BUILDING BRIDGES CAMPAIGN 62000 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 WAUSAU WI 54403 POF ANNUAL OPERATING GRANT 5000 LIBERTAS INSTITUTE 28081 MARGUERITE PKWY UNIT 4922 MISSION VIEJO CA 92690 PC CHILREN'S ENTREPRENEUR MARKET 30000 PERFORMING ARTS FOUNDATION INC 401 FOURTH ST WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 ROBERT W MONK GARDENS INC 1800 N 1ST AVENUE WAUSAU WI 54401 PC VISITOR AND EDUCATION CENTER 750000 THE HAGAR HOUSE 915 N 5TH ST WAUSAU WI 54403 PC ANNUAL OPERATING SUPPORT 5000 THE HAGAR HOUSE 915 N 5TH ST WAUSAU WI 54403 PC SAFE PARKING AND EXPANDED SUPPORT PROJECT 100000 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 TROOP 435 ALUMNI & FRIENDS 3717 SCHOFIELD AVE SCHOFIELD WI 54476 PC BUILDING TO BUILD FUTURES 40000 WAUSAU CEMETERY ASSOCIATION 1501 GRAND AVE WAUSAU WI 54403 NC EQUIPMENT AND REPAIRS 18239 WAUSAU EAST HIGH SCHOOL 2607 N 18TH ST WAUSAU WI 54403 GOV INTERNATIONAL BACCALAUREATE PROGRAM 28050 WAUSAU EVENTS INC 407 GRANT ST WAUSAU WI 54403 PC WINGS OVER WAUSAU 5000 WAUSAU WHITEWATER PARK 200 RIVER DRIVE WAUSAU WI 54403 PC PARK GRANT 18500 WISCONSIN AMERICAN LEGION AUXILIARY BADGER GIRLS STATE INC PO BOX 140 PORTAGE WI 53901 PC BADGER STATE GIRLS 1000 WISCONSIN DENTAL ASSOCIATION FOUNDATION 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 PC MISSIONS OF MERCY 20000 WISCONSIN INSTITUTE FOR LAW & LIBERTY 330 E KILBOURN 725 MILWAUKEE WI 53202 PC ANNUAL OPERATING SUPPORT 35000 WOMEN'S COMMUNITY INC OF WAUSAU 3200 HILLTOP AVE WAUSAU WI 54401 PC ANNUAL OPERATING SUPPORT 5000 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 1800709 GRAND THEATRE FOUNDATION INC 401 FOURTH ST WAUSAU WI 54403 PC SECOND CENTURY CAPITAL CAMPAIGN 2500000 UNITED WAY OF MARATHON COUNTY INC 705 S 24TH AVE WAUSAU WI 54401 PC 2025 MATCHING GRANT 35000 2535000 14 521839 14 595254 18 3446618 PRI INCOME 01 10920 CLASS ACTION SETTLEMENT 01 296 0 4574927 0 4574927 1 0 0 0 0 0 0 0 0 1a(1) 125000 GREATER WAUSAU CHAMBER OF COMMERCE GRANT 1a(1) 18239 WAUSAU CEMETARY ASSOCIATION GRANT 0 ACCOUNTING FEES 25725 6181 19544 GREATER WAUSAU CHAMBER OF COMMERCE 209 WASHINGTON ST WAUSAU WI 54403 2024-08-21 125000 DEVELOPMENT OF CENTRAL WI AI RESOURCE CENTER AT NORTHCENTRAL TECHNICAL COLLEGE 0 04/18/2025 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, IF ANY, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHIGN OTHER THAN IT'S INTENDED PURPOSE. GREATER WAUSAU PROPERITY PARTNERSHIP LTD W 209 WASHINGTON ST WAUSAU WI 54403 2020-01-31 1500000 DEVELOPING A STRONGER, MORE COMPETITIVE ECONOMIC DEVELOPMENT PLATFORM FOR THE WAUSAU COMMUNITY BY SUPPORTING REDEVELOPMENT OF BLIGHTED AND UNDERUTILIZED PROPERTY IN WAUSAU. 0 6/30/23, 10/6/23, 12/1/23, 8/12/24, 11/11/24, 2/10/25, AND 5/12/25 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, IF ANY, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHIGN OTHER THAN IT'S INTENDED PURPOSE. GREATER WAUSAU PROPERITY PARTNERSHIP LTD W 209 WASHINGTON ST WAUSAU WI 54403 2020-01-31 2250000 DEVELOPING A STRONGER, MORE COMPETITIVE ECONOMIC DEVELOPMENT PLATFORM FOR THE WAUSAU COMMUNITY BY SUPPORTING REDEVELOPMENT OF BLIGHTED AND UNDERUTILIZED PROPERTY IN WAUSAU. 0 6/30/23, 10/6/23, 12/1/23, 8/12/24, 11/11/24, 2/10/25, AND 5/12/25 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, IF ANY, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHIGN OTHER THAN IT'S INTENDED PURPOSE. GREATER WAUSAU PROPERITY PARTNERSHIP LTD W 209 WASHINGTON ST WAUSAU WI 54403 2024-05-29 2000000 DEVELOPING A STRONGER, MORE COMPETITIVE ECONOMIC DEVELOPMENT PLATFORM FOR THE WAUSAU COMMUNITY BY SUPPORTING REDEVELOPMENT OF BLIGHTED AND UNDERUTILIZED PROPERTY IN WAUSAU. 0 6/30/23, 10/6/23, 12/1/23, 8/12/24, 11/11/24, 2/10/25, AND 5/12/25 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, IF ANY, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHIGN OTHER THAN IT'S INTENDED PURPOSE. LEIGH YAWKEY WOODSON ART MUSEUM INC 700 NORTH 12TH ST WAUSAU WI 54403 2024-12-18 5000 SUPPORT TO PROVIDE WAUSAU AND ITS SURROUNDING AREAS WITH ACCESS TO EXCEPTIONAL EXHIBITS CELEBRATING THE MARRIAGE OF NATURE AND ART. 0 NO REPORTS DUE DURING TAXABLE YEAR TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, IF ANY, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHIGN OTHER THAN IT'S INTENDED PURPOSE. WAUSAU CEMETARY ASSOCIATION 1501 GRAND AVE WAUSAU WI 54403 2024-12-18 18239 MAINTENANCE OF THE PROPERTY IN A PARK-LIKE MANNER AND THE PRESERVATION OF ITS HISTORICAL SIGNIFICANCE. 18239 1/16/25 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, IF ANY, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHIGN OTHER THAN IT'S INTENDED PURPOSE. COMPENSATION TO DISQUALIFIED PERSONS PART VII-B, LINE 1A(4) DURING THE FISCAL YEAR ENDED 06/30/25, THE FOUNDATION PAID $630,008 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. ALPHABET INC NOTE CALL MAKE WHOLE 234735 234735 AMERICAN TOWER CORP NOTE CALL MAKE 260820 260820 AON PLC NOTE CALL MAKE WHOLE 249225 249225 APPLE INC NOTE CALL MAKE WHOLE 200706 200706 BOOZ ALLEN HAMILTON INC NOTE 307953 307953 BRISTOL-MYERS SQUIBB CO NOTE 319605 319605 CISCO SYS INC NOTE CALL MAKE WHOLE 307434 307434 CROWN CASTLE INC NOTE CALL MAKE WHOLE 309642 309642 DOW CHEMICAL CO NOTE CALL MAKE WHOLE 299877 299877 EQUINIX INC NOTE CALL MAKE WHOLE 291783 291783 FIDELITY NATL FINL INC SER B NOTE 299442 299442 FORD MOTOR CREDIT COMPANY NOTE 252410 252410 GALLAGHER ARTHUR J &CO NOTE 306696 306696 GENERAL MTRS FINL CO INC NOTE 250813 250813 GLOBAL PMTS INC NOTE CALL MAKE WHOLE 292953 292953 JOHN DEERE CAPITAL CORPORATION SER H 250523 250523 LOWES COS INC NOTE CALL MAKE WHOLE 249885 249885 MARVELL TECHNOLOGY INC SER A NOTE 293166 293166 MCDONALDS CORP MTN 70000 70000 META PLATFORMS INC NOTE CALL MAKE WHOLE 203666 203666 ORACLE CORP NOTE CALL MAKE WHOLE 244888 244888 OREILLY AUTOMOTIVE INC NOTE 246643 246643 PPG INDS INC NOTE CALL MAKE WHOLE 244220 244220 SCHWAB CHARLES CORP NOTE CALL MAKE 242955 242955 SYSCO CORP NOTE CALL MAKE WHOLE 218998 218998 TARGET CORP NOTE CALL MAKE WHOLE 294909 294909 TYCO ELECTRONICS GROUP S A NOTE 249770 249770 UNITEDHEALTH GROUP INC NOTE 249558 249558 WALMART INC NOTE CALL MAKE WHOLE 488385 488385 WELLS FARGO &CO SER T MTN 199882 199882 ZOETIS INC NOTE CALL MAKE WHOLE 292932 292932 ABBOTT LABORATORIES 228497 228497 ABBVIE INC COM 180979 180979 ACCENTURE PLC 239112 239112 ALPHABET INC CAP STK CL A 528690 528690 ALPHABET INC CAP STK CL C 266085 266085 AMAZON.COM INC 1261492 1261492 AMERICAN EXPRESS CO COM 1341311 1341311 AMETEK INC COM 723840 723840 AON PLC SHS CL A COM 1063145 1063145 APPLE INC 1231020 1231020 BILL HOLDINGS INC COM 462600 462600 BLACKSTONE INC 186975 186975 BOEING CO 1047650 1047650 BROADCOM INC COM 275650 275650 CHEVRON CORP NEW COM 214785 214785 CME GROUP INC COM 212779 212779 COCA-COLA CO 283000 283000 COSTAR GROUP INC 804000 804000 DEERE & CO 177971 177971 DESCARTES SYS GROUP INC COM ISIN 304935 304935 DEXCOM INC 872900 872900 ECOLAB INC 868944 868944 ELI LILLY &CO COM 1130318 1130318 EMERSON ELECTRIC CO 266660 266660 FASTENAL COM STK 1043280 1043280 GE VERNOVA INC COM 978927 978927 GOLDMAN SACHS GROUP INC COM 477731 477731 HOME DEPOT INC 969763 969763 INSULET CORP 708476 708476 INTERCONTINENTAL EXCHANGE INC COM 825615 825615 INTUITIVE SURGICAL INC 815115 815115 IRHYTHM TECHNOLOGIES INC COM 769800 769800 JOHNSON &JOHNSON COM 371182 371182 JPMORGAN CHASE &CO. 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AT COST 91250 91250 WRBA NURSE, LLC AT COST 15315 15315 WRBA SPN, LLC AT COST 25000 25000 WRBA OPTICALX, LLC AT COST 18500 18500 WRBA FLEET, LLC AT COST 35000 35000 SPRINGCOAST PARTNERS I, L.P. AT COST 237702 237702 BOW RIVER III FMV 126996 126996 COX TRANSPORTATION ULTIMATE HOLDINGS LLC FMV 208124 208124 ENERGIZE II FMV 204149 204149 FICTIV INC FMV 199239 199239 MCNALLY CAPITAL FUND II 2020 SERIES FMV 237144 237144 UBIQUITY 2021 SERIES FMV 68443 68443 LEGAL FEES 13628 6814 6814 INTEREST RECEIVABLE 11522 10794 10794 EXCISE TAX RECEIVABLE 20562 20562 20562 PROGRAM RELATED INVESTMENTS 7059778 3609778 3609778 PROVISION FOR POSSIBLE LOSSES ON PRIS 3750000 MEMBERSHIP DUES AND PUBLICATIONS 11500 0 11500 INSURANCE 2200 1100 1100 BANK SERVICE CHARGES 4291 2146 2145 OFFICE EXPENSE 197 99 98 PARTNERSHIP ORDINARY GAIN (OR LOSS) 0 -34126 0 PRI INCOME 10920 10920 10920 CLASS ACTION SETTLEMENT 296 296 296 PROGRAM GRANTS DISCOUNT 59105 UNREALIZED GAIN/LOSS ON INVESTMENTS 2769760 MANAGEMENT FEES 630008 157502 403320 INVESTMENT FEES 323735 323735 0 FOREIGN INVESTMENT TAXES 7131 7131 0