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Nonprofit · EIN 23-7323721

JUDD S ALEXANDER FOUNDATION INC

Tax-exempt · WAUSAU, WI 54403

Financials

$3M$3.5M2022$1.7M$3.8M2023$4.6M$5.1M2024
Revenue Expenses · by fiscal year end
Financials of JUDD S ALEXANDER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$4,574,927$5,126,124-$551,197$68,300,160$3,168,949$65,131,211
June 30, 2024990-PF$1,702,073$3,833,505-$2,131,432$67,756,426$1,152,883$66,603,543
June 30, 2023990-PF$3,029,397$3,455,378-$425,981$65,168,043$866,023$64,302,020
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$595,254
Interest
$521,839
Net gain from sales of assets
$3,446,618
Other income
$11,216

Expenses

Grants and similar amounts paid
$4,039,789
Compensation of officers, directors and key employees
$57,000
Disbursements for charitable purposes
$2,279,190
Excise tax on investment income
$53,012

Balance sheet and other

Total assets, start of year
$67,756,426
Total assets, end of year
$68,300,160
Total liabilities, end of year
$3,168,949
Net assets, end of year
$65,131,211
Fair market value of assets
$68,333,860
Qualifying distributions
$2,579,190
Net investment income
$4,352,463

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LON E ROBERTS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR,SEC-TREAS2$12,000
GARY W FREELS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR,PRESIDENT2$10,500
DWIGHT E DAVIS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR, V.P2$10,500
JOHN DUDLEY
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$10,500
JOHN TUBBS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$10,500
DENNIS M DELOYE
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$3,000
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
GARY W FREELS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR,PRESIDENT2$9,000
LON E ROBERTS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR,SEC-TREAS2$9,000
DWIGHT E DAVIS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR, V.P2$9,000
JOHN DUDLEY
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$9,000
JOHN TUBBS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$9,000
990-PF for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
GARY W FREELS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
PRESIDENT25$9,000
LON E ROBERTS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
TREASURER/SECRETARY2$9,000
DWIGHT E DAVIS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR, V.P2$9,000
JOHN DUDLEY
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$9,000
JOHN TUBBS
500 FIRST STREET SUITE 10, WAUSAU, WI 54402
DIRECTOR2$9,000

Address and contacts

Address (IRS master file)
500 N 1ST ST STE 10, WAUSAU, WI 54403-4886
Signed the 990-PF
GARY W FREELS, PRESIDENT
Phone
(715) 845-4556
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
23-7323721
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1974
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$68,300,160
Income (IRS master file)
$17,490,365

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$4,574,927$5,126,124$68,300,160XML
990-PFJune 2024$1,702,073$3,833,505$67,756,426XML
990-PFJune 2023$3,029,397$3,455,378$65,168,043XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7323721).

Questions about JUDD S ALEXANDER FOUNDATION INC

What is the EIN of JUDD S ALEXANDER FOUNDATION INC?
The employer identification number (EIN) of JUDD S ALEXANDER FOUNDATION INC is 23-7323721.
Is JUDD S ALEXANDER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to JUDD S ALEXANDER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JUDD S ALEXANDER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JUDD S ALEXANDER FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JUDD S ALEXANDER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of JUDD S ALEXANDER FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 6 people; 6 received compensation from the organization, the highest $12,000 (LON E ROBERTS, DIRECTOR,SEC-TREAS).
How much revenue does JUDD S ALEXANDER FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,574,927, expenses of $5,126,124 and total assets of $68,300,160 at year end.

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