Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
JUDD S ALEXANDER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST ST STE 10
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAUSAU, WI544022137
A Employer identification number

23-7323721
B Telephone number (see instructions)

(715) 845-4556
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$48,062,160J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 39,367 39,367  
4 Dividends and interest from securities... 635,853 635,853  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,120,943
b Gross sales price for all assets on line 6a 21,429,901
7 Capital gain net income (from Part IV, line 2)... 8,120,943
8 Net short-term capital gain.........  
9 Income modifications........... 260,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 8,796,163 8,796,163 260,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 18,000   18,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,438 3,719   3,719
b Accounting fees (attach schedule)....... Click to see attachment 16,065 3,860   12,205
c Other professional fees (attach schedule).... Click to see attachment 774,369 354,172   500,197
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 91,169 3,635   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 423 212   211
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 12,598 2,549   10,049
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 938,062 386,147   544,381
25 Contributions, gifts, grants paid....... 1,792,226 1,792,226
26 Total expenses and disbursements. Add lines 24 and 25 2,730,288 386,147   2,336,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,065,875
b Net investment income (if negative, enter -0-) 8,410,016
c Adjusted net income (if negative, enter -0-)... 260,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,595,940 8,114,843 8,114,843
2 Savings and temporary cash investments......... 103,748 455,026 455,026
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet4,928,261
Less: allowance for doubtful accounts bullet0 5,098,113 Click to see attachment4,928,261 4,928,261
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 38,737,729 Click to see attachment32,611,062 32,611,062
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,915,608 Click to see attachment1,952,968 1,952,968
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,403 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,456,541 48,062,160 48,062,160
Liabilities 17 Accounts payable and accrued expenses.......... 527,990 360,138
18 Grants payable.................. 1,336,240 648,740
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,864,230 1,008,878
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 47,592,311 47,053,282
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 47,592,311 47,053,282
31 Total liabilities and net assets/fund balances (see instructions). 49,456,541 48,062,160
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
47,592,311
2
Enter amount from Part I, line 27a .....................
2
6,065,875
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
53,658,186
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,604,904
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
47,053,282
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a BMO BROKERAGE      
b BMO HARRIS INVESTMENT      
c WILLIAM BLAIR      
d WOOD TRUST      
e AMERIPRISE      
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,499,833   764,703 7,735,130
b 2,307,529   2,287,282 20,247
c 9,617,046   9,308,291 308,755
d 617,589   495,400 122,189
e 387,904   453,282 -65,378
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       7,735,130
b       20,247
c       308,755
d       122,189
e       -65,378
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,120,943
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 1,720,698 43,982,379 0.039122
2013 2,566,643 44,005,682 0.058325
2012 1,793,706 37,276,784 0.048119
2011 1,190,889 34,498,314 0.034520
2010 2,258,291 33,993,214 0.066434
2
Total of line 1, column (d) .....................
20.246520
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.049304
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
42,559,939
5
Multiply line 4 by line 3......................
5
2,098,375
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
84,100
7
Add lines 5 and 6........................
7
2,182,475
8
Enter qualifying distributions from Part XII, line 4.............
8
2,336,607
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 84,100
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 84,100
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 84,100
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 86,920
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,920
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 176
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,644
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,644 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JUDDSALEXANDERFOUNDATION.ORG
    14
    The books are in care ofbulletALEXANDER PROPERTIES INC CO GARY Telephone no.bullet (715) 849-5729

    Located atbulletPO BOX 2137WAUSAUWI ZIP+4bullet544022137
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GARY W FREELS PRESIDENT
    25.00     		9,000 0 0
    500 FIRST STREET SUITE 10
    WAUSAU,WI54402
    LON E ROBERTS TREASURER/SECRETARY
    2.00     		9,000 0 0
    500 FIRST STREET SUITE 10
    WAUSAU,WI54402
    DWIGHT E DAVIS DIRECTOR, V.P
    2.00     		9,000 0 0
    500 FIRST STREET SUITE 10
    WAUSAU,WI54402
    JOHN DUDLEY DIRECTOR
    2.00     		9,000 0 0
    500 FIRST STREET SUITE 10
    WAUSAU,WI54402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ALEXANDER PROPERTIES INC INVESTMENT MANAGEMENT/ ADMINISTRATIVE SERVICES 600,000
    500 FIRST STREET SUITE 10
    WAUSAU,WI54402
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE JUDD S. ALEXANDER FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATATIONS AND PROGRAM-RELATED INVESTMENTS TO QUALIFYING PUBLIC CHARITIES, AND DOES NOT ENGAGE IN ANY OTHER CHARITABLE ACTIVITIES. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    37,466,428
    b
    Average of monthly cash balances.......................
    1b
    5,741,632
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,208,060
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    43,208,060
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    648,121
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    42,559,939
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,127,997
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,127,997
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    84,100
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    84,100
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,043,897
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,043,897
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,043,897
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,336,607
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,336,607
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    84,100
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,252,507
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 2,043,897
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 761,286
    b From 2011......  
    c From 2012......  
    d From 2013...... 417,337
    e From 2014......  
    fTotal of lines 3a through e........ 1,178,623
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,336,607
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 2,043,897
    e Remaining amount distributed out of corpus 292,710
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,471,333
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		761,286
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		710,047
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 417,337
    d Excess from 2014....  
    e Excess from 2015.... 292,710
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MR GARY W FREELS
    PO BOX 2137
    WAUSAU,WI544022137
    (715) 845-4556
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    THE FOUNDATION HAS NO SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ATHENS SENIOR HIGH SCHOOL
    601 W LIMITS RD
    ATHENS,WI54411     		  501(C)(3) SUMMER ENRICHMENT 2015 2,500
    BRIGHTSTAR
    710 NORTH PLANKINTON AVE STE 340
    MILWAUKEE,WI53203     		  501(C)(3) ECONOMIC DEVELOPMENT PROJECTS 100,000
    CITY OF WAUSAU
    407 GRANT ST
    WAUSAU,WI54403     		  501(C)(3) POLICE OFFICER FOR COORDINATING DRUG PROGRAM 250,000
    CITY OF WAUSAU
    407 GRANT ST
    WAUSAU,WI54403     		  501(C)(3) 1006 N. 1ST STREET PROPERTY GRANT 250,000
    DC EVEREST EDUCATION FOUNDATION INC
    6300 ALDERSON STREET
    WESTON,WI54476     		  501(C)(3) ACTIVITIES IN THE DISTRICT 15,000
    DC EVEREST HIGH SCHOOL
    6500 ALDERSON ST
    SCHOFIELD,WI54476     		  501(C)(3) SUMMER ENRICHMENT 2015 5,500
    EASTER SEAL SOCIETY OF WISCONSIN INC
    4201 MONONA DR
    MADISON,WI53703     		  501(C)(3) CAMPERSHIP FOR CAMP WABEEK AND RESPITE CAMPS 2,500
    EDGAR HIGH SCHOOL
    203 E BIRCH ST
    EDGAR,WI54426     		  501(C)(3) SUMMER ENRICHMENT 2015 1,966
    EDGAR SCHOOL DISTRICT
    203 E BIRCH ST
    EDGAR,WI54426     		  501(C)(3) A WALK IN THEIR SHOES 2,500
    JUNIOR ACHIEVEMENT OF WISCONSIN INC
    2904 RIB MOUNTAIN DR
    WAUSAU,WI54401     		  501(C)(3) K-12 PROGRAMS FOR BUSINESS/ECONOMIC EDUCATION 50,000
    KIDS VOTING USA OF WISCONSIN INC
    500 THIRD STREET
    WAUSAU,WI54401     		  501(C)(3) BALLOTS FOR 2014 ELECTION 5,000
    MARATHON HIGH SCHOOL
    204 EAST STREET
    MARATHON,WI54448     		  501(C)(3) SUMMER ENRICHMENT 2015 2,500
    MOSINEE HIGH SCHOOL
    591 WEST HWY 153
    MOSINEE,WI54455     		  501(C)(3) SUMMER ENRICHMENT 2015 3,000
    NORTH CENTRAL COMMUNITY ACTION PROGRAM
    911 JACKSON ST
    WAUSAU,WI54403     		  501(C)(3) DPI SUMMER INTERNSHIP, AMERICORPS, UW STEVENS POINT DAY 57,742
    NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION
    1000 W CAMPUS DR
    WAUSAU,WI54401     		  501(C)(3) A DAY FOR NTC CAMPAIGN 60,780
    STRATFORD SCHOOL DISTRICT
    522 N 3RD AVE
    STRATFORD,WI54484     		  501(C)(3) SUMMER ENRICHMENT 2015 2,355
    UNITED WAY OF MARATHON COUNTY INC
    705 S 24TH AVE
    WAUSAU,WI54401     		  501(C)(3) LIFE REPORT 35,000
    UW MARATHON COUNTY CENTER FOUNDATION
    518 S 7TH AVE
    WAUSAU,WI54401     		  501(C)(3) COLLEGE FOR KIDS 750
    WAUSAU AREA HMONG MUTUAL ASSOCIATION
    1109 6TH ST
    WAUSAU,WI54403     		  501(C)(3) TECHNOLOGY CAPACITY PROJECT 30,000
    WAUSAU EAST HIGH SCHOOL
    2607 N 18TH ST
    WAUSAU,WI54403     		  501(C)(3) INTERNATIONAL BACCALAUREATE PROGRAM 21,982
    WAUSAU EAST HIGH SCHOOL
    2607 N 18TH ST
    WAUSAU,WI54403     		  501(C)(3) SUMMER ENRICHMENT 2015 4,175
    WAUSAU SCHOOL FOUNDATION
    415 SEYMOUR ST
    WAUSAU,WI54402     		  501(C)(3) REACH FOR THE STARS PROGRAM 150,000
    WAUSAU WEST HIGH SCHOOL
    2607 N 18TH ST
    WAUSAU,WI54403     		  501(C)(3) SUMMER ENRICHMENT 2015 5,500
    WAUSAUMARATHON COUNTY SCHOOLS SAFETY PAT
    515 GRAND AVE
    WAUSAU,WI54403     		  501(C)(3) SAFETY PATROL TRIPS 2,500
    WISCONSIN BADGER CAMP INC
    1250 US 151 BUSINESS
    PLATTEVILLE,WI53818     		  501(C)(3) CAMPERSHIPS FROM MARATHON COUNTY 500
    WISCONSIN TAXPAYERS ALLIANCE
    401 NORTH LAWN AVE
    MADISON,WI53703     		  501(C)(3) WIS TAX 1,430
    WISCONSIN VALLEY LUTHERAN HIGH SCHOOL
    601 MAPLE RIDGE RD
    MOSINEE,WI54455     		  501(C)(3) SUMMER ENRICHMENT 2015 2,000
    WOODSON YMCA INC
    707 3RD ST
    WAUSAU,WI54403     		  501(C)(3) EXPANSION PROJECT CAPITAL CAMPAIGN 20,000
    ROBERT W MONK GARDENS INC
    1800 N 1ST AVENUE
    WAUSAU,WI54401     		  501(C)(3) KITCHEN GARDEN PROJECT 87,046
    SAMOSET COUNCIL BOY SCOUTS OF AMERICA
    3511 CAMP PHILLIPS ROAD
    WESTON,WI54476     		  501(C)(3) BUILDING AT CRYSTAL LAKE SCOUT RESERVATION 50,000
    CATHOLIC CHARITIES OF THE DIOCESE OF LA CROSSE
    3710 EAST AVENUE S
    LA CROSSE,WI54601     		  501(C)(3) BEYOND SHELTER 15,000
    INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
    4888 PEARL E CIRCLE 200E
    BOULDER,CO80301     		  501(C)(3) SYLVAN HILL COMMUNITY BIKE PARK 50,000
    ATHENS CEMETERY ASSOCIATION
    608 KREUTZER STREET
    ATHENS,WI54411     		  501(C)(3) CEMETERY PROJECT 2,500
    CENTERGY INC
    100 N 72ND AVENUE
    WAUSAU,WI54401     		  501(C)(3) INITIATIVES DESIGNED TO STIMULATE ECONOMIC GROWTH THROUGHOUT CENTRAL WISCONSIN 60,000
    MERRILL AREA COMMUNITY ENRICHMENT CENTER
    1004 E 1ST STREET 3
    MERRILL,WI54452     		  501(C)(3) COMMUNITY ENRICHMENT CENTER 50,000
    ASPIRUS HEALTH FOUNDATION
    425 PINE RIDGE BLVD 102
    WAUSAU,WI54401     		  501(C)(3) ASPIRUS SCHOLARS PROGRAM 500,000
    MARATHON COUNTY AOD PARTNERSHIP
    PO BOX 2145
    WAUSAU,WI54402     		  501(C)(3) AOD PARTNERSHIP STRATEGIC DIRECTION 2,500
    HABITAT FOR HUMANITY OF WAUSAU
    500 S 38TH AVENUE
    WAUSAU,WI54401     		  501(C)(3) CAPITAL CAMPAIGN TO FUND THE PURCHASE OF A NEW LOCATION 150,000
    NORTH CENTRAL HEALTH FOUNDATION INC
    1100 LAKE VIEW DRIVE
    WAUSAU,WI54403     		  501(C)(3) REVERSAL OF DONATION APPROVED AND EXPENSES IN PRIOR YEAR -250,000
    MARATHON COUNTY DEVELOPMENT CORPORATION
    200 WASHINGTON STREET
    WAUSAU,WI54403     		  501(C)(3) REVERSAL OF DONATION APPROVED AND EXPENSES IN PRIOR YEAR -10,000
    Total .................................bullet 3a 1,792,226
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 39,367  
    4 Dividends and interest from securities....     14 635,853  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 8,120,943  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMISCELLANEOUS     		         
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,796,163 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    138,796,163
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 16,065 3,860   12,205

    TY 2015 GeneralExplanationAttachment
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Identifier Return Reference Explanation
    COMPENSATION TO DISQUALIFIED PERSONS PART VII-B, LINE 1A(4) DURING THE FISCAL YEAR ENDED 06/30/16, THE FOUNDATION PAID $600,000 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.

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Name of Stock End of Year Book Value End of Year Fair Market Value
      32,611,062 32,611,062

    TY 2015 InvestmentsOtherSchedule2
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
      FMV 1,952,968 1,952,968

    TY 2015 LegalFeesSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 7,438 3,719   3,719


    TY 2015 OtherAssetsSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST AND DIVIDEND RECEIVABLE 5,403 0 0


    TY 2015 OtherDecreasesSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 6,604,904


    TY 2015 OtherExpensesSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES AND PUBLICATIONS 7,500 0   7,500
    INSURANCE 2,352 1,176   1,176
    MISCELLANEOUS 2,746 1,373   1,373


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 OtherNotesLoansRcvblLongSch
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    MCDEVCO INC   0 47,670 2000-08 2015-08   400.0000000000 % N/A GRANITE PEAKS   0
    MCDEVCO INC   1,650,000 1,609,778 2008-01     300.0000000000 % N/A SCOTT ST. PROPERTIES   0
    MCDEVCO INC   2,150,000 1,372,813 2008-01     300.0000000000 %   FIRST ST. PROPERTIES   0
    CITY OF WAUSAU COMMUNITY DEVELOPMENT DEPARTMENT   600,000 600,000 2004-12     300.0000000000 %   WAUSAU PROPERTIES   0
    CITY OF WAUSAU   358,000 358,000 2013-01 2021-01   275.0000000000 %   PROJECT PROPERTIES   0
    WAUSAU CURLING CLUB INC   222,689 0 2013-04 2017-06   500.0000000000 %   WAUSAU CURLING CENTER   0
    CITY OF WAUSAU   750,000 750,000 2013-08 2018-08   275.0000000000 %   1ST STREET PROPERTY   0
    CITY OF WAUSAU   190,000 190,000 2014-03 2019-03   275.0000000000 %   L&S PROPERTY   0

    TY 2015 OtherProfessionalFeesSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 600,000 180,000   500,000
    INFORMATION TECHNOLOGY 394 197   197
    INVESTMENT FEES 173,975 173,975   0


    TY 2015 TaxesSchedule
    Name:
    JUDD S ALEXANDER FOUNDATION INC
    EIN:
    23-7323721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN INVESTMENT TAXES 3,635 3,635   0
    FEDERAL EXCISE TAX 87,534 0   0