MAX FUND INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAX FUND INC (EIN 39-1563191)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349101603
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T11:54:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391563191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXF | BusinessNameControlTxt |
| Phone | 4143520339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 W LAKE PARK CT | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R MAX SAMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4143520339 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW C KOMISAR | PreparerPersonNm |
| PTIN | P00281897 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 10:14:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDA67E475913D257739CC4102B68D0E4CE8D039C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $661,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $101,095 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,339 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,132 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $391 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $391 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $172,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,012 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $125,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $59 | CashEOYAmt |
| Cash EOYFMV | $59 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,315 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $439,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $562,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $562,384 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $475,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $661,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $661,758 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,030 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $473,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $661,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $473,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $661,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $475,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $661,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $473,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $125,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $151,473 | OtherIncreasesAmt |
| Subtotal | $750,148 | SubtotalAmt |
| Other Decreases | $88,420 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $661,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES - MORGAN STANLEY | $9,790 | $10,035 | -$245 | -$245 |
| PUBLICLY-TRADED SECURITIES - BAIRD | $442,202 | $380,825 | $61,377 | $61,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,132 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,591 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $502,713 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086712 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,092 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $553,943 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.171664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,494 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $549,679 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,654 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $648,156 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.129065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $784,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067033 | DistributionYr5Rt |
| Total Distribution | 0.555431 | TotalDistributionRt |
| Average Distribution | 0.111086 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $519,436 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,362 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,768 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $379 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $379 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $940 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R MAX SAMSON | IndividualWithBooksNm |
| Phone | 4143520339 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 W LAKE PARK CT | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R MAX SAMSON | ||||||||
| 2603 W LAKE PARK CT | MEQUON | WI | 53092 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| NANCY PINTER | ||||||||
| 2603 W LAKE PARK CT | MEQUON | WI | 53092 | VP/SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $460,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $527,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $527,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $519,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,319 | TotalTaxAmt |
| Distributable Before Adj | $24,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,768 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,768 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,929 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,539 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,115 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $194,368 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $180,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,518 | ExcessFromYear4Amt |
| Excess From Year3 | $25,623 | ExcessFromYear3Amt |
| Excess From Year2 | $67,539 | ExcessFromYear2Amt |
| Excess From Year1 | $18,644 | ExcessFromYear1Amt |
| Excess From Current Year | $17,115 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R MAX SAMSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R MAX SAMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 W DEAN RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532172534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4143520339 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONGREGATION SHIR HADASH | ||||||||
| 2717 E HAMPSHIRE ST | MILWAUKEE | WI | 53211 | NONE | PC | GENERAL OPERATING EXPENSES | $1,300 | |
| MILWAUKEE PUBLIC TELEVISION | ||||||||
| 700 W STATE ST RM S214 | MILWAUKEE | WI | 53233 | NONE | PC | GENERAL OPERATING EXPENSES | $110 | |
| THE OPTIMIST THEATRE | ||||||||
| 2010 N 1ST ST | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL OPERATING EXPENSES | $2,000 | |
| THE SHALOM CENTER | ||||||||
| 1713 62ND STREET | KENOSHA | WI | 53143 | NONE | PC | GENERAL OPERATING EXPENSES | $8,800 | |
| INTERCOMMUNITY FOUNDATION | ||||||||
| 111 FOUNDERS PLAZA 18TH FLOOR | EAST HARTFORD | CT | 06108 | NONE | PC | GENERAL OPERATING EXPENSES | $2,000 | |
| HIDE & SEEK FOUNDATION | ||||||||
| 6475 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | SUITE 466 |
| AMERICANS FOR PEACE NOW | ||||||||
| 2100 M ST NW SUITE 619 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING EXPENSES | $1,120 | |
| LIGA MAC CO BAJA COMMUNITY FOUNDATION | ||||||||
| 300 LAKESIDE AVE S | SEATTLE | WA | 98144 | NONE | PC | GENERAL OPERATING EXPENSES | $477 | |
| CHABAD OF DOWNTOWN | ||||||||
| PO BOX 510525 | MILWAUKEE | WI | 53201 | NONE | PC | GENERAL OPERATING EXPENSES | $3,520 | |
| ARTS WISCONSIN | ||||||||
| PO BOX 1054 | MADISON | WI | 53701 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | |
| AMERICAN LUNG ASSOC | ||||||||
| 55 W WACKER DR STE 1150 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||||
| 155 EAST 55TH STREET SUITE 6-H | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING EXPENSES | $250 | |
| AMERICAN SUPPORT FOR ISRAEL | ||||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | PC | GENERAL OPERATING EXPENSES | $1,800 | |
| ROOTS ETHIOPIA | ||||||||
| PO BOX 620343 | MIDDLETON | WI | 53562 | NONE | PC | GENERAL OPERATING EXPENSES | $250 | |
| EDOT HAMIDWEST | ||||||||
| 354 W MAIN ST | MADISON | WI | 53703 | NONE | PC | GENERAL OPERATING EXPENSES | $1,800 | |
| COA YOUTH FAMILY CENTER | ||||||||
| 909 E NORTH AVE | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL OPERATING EXPENSES | $350 | |
| NATIONAL MS SOCIETY | ||||||||
| 1120 JAMES DR STE A | HARTLAND | WI | 53029 | NONE | PC | GENERAL OPERATING EXPENSES | $450 | |
| QUASIMONDO PHYSICAL THEATER | ||||||||
| 5151 N 35TH ST | MILWAUKEE | WI | 53209 | NONE | PC | GENERAL OPERATING EXPENSES | $1,500 | |
| WISCONSIN PUBLIC RADIO | ||||||||
| 310 W WISCONSIN AVE | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING EXPENSES | $120 | |
| TIKKUN HA-IR | ||||||||
| PO BOX 090287 | MILWAUKEE | WI | 53209 | NONE | PC | GENERAL OPERATING EXPENSES | $720 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,567 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,339 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,132 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME/LOSS FROM K-1S | 14 | $55 |
| OTHER INCOME-MORGAN STANLEY | 14 | $124 |
| OTHER INCOME-MERRILL LYNCH | 14 | $155 |
| OTHER INCOME-ROBERT W BAIRD | 14 | $57 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,459 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| R MAX SAMSON | ||||||
| 1 | 2603 W LAKE PARK CT | MEQUON | WI | 53092 | $50,333 | Yes (X) |
| NANCY PINTER | ||||||
| 2 | 2603 W LAKE PARK CT | MEQUON | WI | 53092 | $50,762 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 42 SHARES US BANCORP, 680 SHARES CHURCH & DWIGHT | $50,333 | 2019-12-23 |
| 2 | 850 SHARES US BANCORP | $50,762 | 2019-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $562,384 | EOYBookValueAmt |
| EOYFMV | $562,384 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE - VALUE OF DONATED STOCK | Desc |
| Amt | $88,420 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $350 | $0 | $350 |
| MASK & PUPPET CO OPERATING | $1,876 | $0 | $1,876 |
| MISCELLANEOUS | $205 | $7 | $198 |
| STORAGE | $7,140 | $0 | $7,140 |
| CREDIT CARD FEES | $59 | $0 | $59 |
| MEALS & ENTERTAINMENT | $178 | $0 | $178 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/LOSS FROM K-1S | $55 | $55 | $55 |
| OTHER INCOME-MORGAN STANLEY | $124 | $124 | $124 |
| OTHER INCOME-MERRILL LYNCH | $155 | $155 | $155 |
| OTHER INCOME-ROBERT W BAIRD | $57 | $57 | $57 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON VALUATION OF SECURITIES | Desc |
| Amt | $151,473 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,012 | Amt |
| Net Investment Income | $3,012 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| R MAX SAMSON | |||
| 2603 W LAKE PARK CT | MEQUON | WI | 53092 |
| NANCY PINTER | |||
| 2603 W LAKE PARK CT | MEQUON | WI | 53092 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $78 | Amt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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