Judd S Alexander Foundation Inc

Wausau, WI
Tax-exempt since March 1974
EIN: 23-7323721

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.7M (2024)

Expenses

$3.83M (2024)

Total Assets

$67.8M (2024)

Total Liabilities

$1.15M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,702,073

Expenses

$3,833,505

Net Income

-$2,131,432

Net Assets

$66,603,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$533,059	31.3%
Dividends	$527,228	31.0%
Sales of Assets	$641,786	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,961,585	77.3%
Compensation of Officers*	$45,000	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$67,756,426
Total Liabilities	$1,152,883
Net Assets	$66,603,543

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (Director,President)	$9,000	$0
Lon E Roberts (Director,Sec Treas)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0
John Tubbs (Director)	$9,000	$0

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990-PF

Filed on Feb. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$3,029,397

Expenses

$3,455,378

Net Income

-$425,981

Net Assets

$64,302,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$373,920	12.3%
Dividends	$528,802	17.5%
Sales of Assets	$2,126,675	70.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,131,378	61.7%
Compensation of Officers*	$45,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,168,043
Total Liabilities	$866,023
Net Assets	$64,302,020

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (President)	$9,000	$0
Lon E Roberts (Treasurer/Secretary)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0
John Tubbs (Director)	$9,000	$0

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990-PF

Filed on Feb. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$4,244,616

Expenses

$2,568,062

Net Income

$1,676,554

Net Assets

$57,997,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$422,650	10.0%
Dividends	$427,547	10.1%
Sales of Assets	$3,394,419	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,598,588	> 100%
Compensation of Officers*	$43,500	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,001,757
Total Liabilities	$1,004,381
Net Assets	$57,997,376

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (President)	$9,000	$0
Lon E Roberts (Treasurer/Secretary)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0
John Tubbs (Director)	$7,500	$0

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990-PF

Filed on March 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2021

Revenue

$3,648,951

Expenses

$1,556,710

Net Income

$2,092,241

Net Assets

$68,414,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$494,649	13.6%
Dividends	$371,844	10.2%
Sales of Assets	$2,782,458	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,443,907	92.8%
Compensation of Officers*	$36,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$70,063,124
Total Liabilities	$1,648,167
Net Assets	$68,414,957

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (President)	$9,000	$0
Lon E Roberts (Treasurer/Secretary)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0

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990-PF

Filed on Feb. 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$6,631,829

Expenses

$1,390,528

Net Income

$5,241,301

Net Assets

$55,816,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$184,368	2.8%
Dividends	$762,448	11.5%
Sales of Assets	$5,684,962	85.7%
Other Income	$51	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,671,440	> 100%
Compensation of Officers*	$36,000	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,118,858
Total Liabilities	$2,302,151
Net Assets	$55,816,707

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Revenue

$3,503,850

Expenses

$2,841,839

Net Income

$662,011

Net Assets

$53,514,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$197,957	5.6%
Dividends	$764,510	21.8%
Sales of Assets	$2,541,383	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,584,580	90.9%
Compensation of Officers*	$36,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,466,860
Total Liabilities	$2,952,721
Net Assets	$53,514,139

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Revenue

$2,974,387

Expenses

$4,881,235

Net Income

-$1,906,848

Net Assets

$51,137,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$128,083	4.3%
Dividends	$772,358	26.0%
Sales of Assets	$2,073,891	69.7%
Other Income	$55	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,820,722	37.3%
Compensation of Officers*	$36,000	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,348,890
Total Liabilities	$3,211,825
Net Assets	$51,137,065

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (President)	$9,000	$0
Lon E Roberts (Treasurer/Secretary)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0

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990-PF

Filed on Oct. 25, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$1,699,549

Expenses

$2,428,369

Net Income

-$728,820

Net Assets

$49,607,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$153,576	9.0%
Dividends	$695,542	40.9%
Sales of Assets	$849,907	50.0%
Other Income	$524	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,413,100	99.4%
Compensation of Officers*	$36,000	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,177,765
Total Liabilities	$570,679
Net Assets	$49,607,086

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (President)	$9,000	$0
Lon E Roberts (Treasurer/Secretary)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0

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990-PF

Filed on Oct. 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$8,796,163

Expenses

$2,730,288

Net Income

$6,065,875

Net Assets

$47,053,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,367	0.4%
Dividends	$635,853	7.2%
Sales of Assets	$8,120,943	92.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,336,607	85.6%
Compensation of Officers*	$36,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,062,160
Total Liabilities	$1,008,878
Net Assets	$47,053,282

Compensation

Key Employees and Officers	Compensation	Other
Gary W Freels (President)	$9,000	$0
Lon E Roberts (Treasurer/Secretary)	$9,000	$0
Dwight E Davis (Director, V.P)	$9,000	$0
John Dudley (Director)	$9,000	$0

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990-PF

Filed on Oct. 24, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$4,744,274

Expenses

$2,410,946

Net Income

$2,333,328

Net Assets

$47,592,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,052	1.0%
Dividends	$731,354	15.4%
Sales of Assets	$3,965,868	83.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,720,698	71.4%
Compensation of Officers*	$36,000	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,456,541
Total Liabilities	$1,864,230
Net Assets	$47,592,311

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2014

Revenue

$2,930,309

Expenses

$2,294,041

Net Income

$636,268

Net Assets

$49,178,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49,467	1.7%
Dividends	$790,445	27.0%
Sales of Assets	$2,088,615	71.3%
Other Income	$1,782	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,652,132	72.0%
Compensation of Officers*	$36,000	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,803,182
Total Liabilities	$1,624,677
Net Assets	$49,178,505

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$1,990,092

Expenses

$1,797,623

Net Income

$192,469

Net Assets

$44,844,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,652	0.4%
Dividends	$770,292	38.7%
Sales of Assets	$1,190,929	59.8%
Other Income	$21,219	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,213,017	67.5%
Compensation of Officers*	$35,625	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,247,956
Total Liabilities	$1,403,002
Net Assets	$44,844,954

990-PF

Filed on March 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$1,162,032

Expenses

$1,947,497

Net Income

-$785,465

Net Assets

$39,750,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,901	1.2%
Dividends	$659,698	56.8%
Sales of Assets	$488,433	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,128,375	57.9%
Compensation of Officers*	$36,000	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,022,233
Total Liabilities	$1,271,620
Net Assets	$39,750,613

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$10,343,790

Expenses

$2,145,300

Net Income

$8,198,490

Net Assets

$38,883,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,117	0.4%
Dividends	$483,238	4.7%
Sales of Assets	$9,814,435	94.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,759,619	82.0%
Compensation of Officers*	$35,625	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,783,652
Total Liabilities	$899,998
Net Assets	$38,883,654

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Judd S Alexander Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.7M (2024)

Expenses $3.83M (2024)

Total Assets $67.8M (2024)

Total Liabilities $1.15M (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.7M (2024)

Expenses

$3.83M (2024)

Total Assets

$67.8M (2024)

Total Liabilities

$1.15M (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002