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Judd S Alexander Foundation

Private foundation Wausau, WI juddsalexanderfoundation.org Still adding venture funds

Judd S Alexander Foundation reports 2 venture funds, $273K in all; 2 are new since its last report.

Holdings are from its Form 990-PF return for the year ending June 30, 2025, compared with the one for June 30, 2023. That is more than a year ago: it may have added or sold funds since. Foundations file up to ten and a half months after their year ends, and the IRS publishes returns months after that. “Still adding venture funds”: 2 funds on this one were not on the one for June 30, 2023.

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Venture funds2of 2 funds listed
In venture funds$273KYear-end value
New on its latest return2Not on its return for June 30, 2023
Total assets$68MYear ending June 30, 2025

Largest venture holdings

From its Form 990-PF return for the year ending June 30, 2025; “New” is a fund that wasn’t on the return before it.

Fund, as reportedManagerVintageYear-end value
Energize II NewEnergize Capital LLC—$204K
Ubiquity 2021 Series New Emerging managerUbiquity Ventures Management, LLC—$68K

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About this data

Holdings as this foundation lists them on its Form 990-PF (Part II, lines 13 and 15). Amounts are year-end fair market value, or book value where it gives no other, not commitments or returns. As of June 30, 2025; new holdings are those not on its return for the year ending June 30, 2023. Source: IRS Form 990-PF. Funds are linked to a manager by name; a match can be wrong, and the original filing is the record. How Hottub reads its sources.

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