MAX FUND INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MAX FUND INC (EIN 39-1563191)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-03
IRS object ID
201932769349100523
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-03T18:01:04-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110401 W INNOVATION DRIVE SUITE 300AddressLine1Txt
CityWAUWATOSACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391563191EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAX FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAXFBusinessNameControlTxt
Phone4143520339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12603 W LAKE PARK CTAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR MAX SAMSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4143520339PhoneNum
Signature2019-08-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW C KOMISARPreparerPersonNm
PTINP00281897PTIN
Phone4144761880PhoneNum
Preparation2019-08-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-30IPDt
IP Tm09:19:20IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id00BC933E0E20A89725972DE20ACDE4ACB1566A2AAtSubmissionCreationDeviceId
At Submission Filing Device IdA6F1094BE481E75F71B6A2620BEA70E09A6EE5DDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$475,416FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$46,813ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,665InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,665InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,549DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,999NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$108,125GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,999CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$186OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$186OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$63,840TotalRevAndExpnssAmt
Total Net Invst Incm$17,027TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$130LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$130LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,219OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,219OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$212TaxesRevAndExpnssAmt
Taxes Net Invst Incm$212TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$204OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,796OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,161TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,565TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,596TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,995ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,995ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,156TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,565TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,591TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,684ExcessRevenueOverExpensesAmt
Net Investment Income$9,462NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,702SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,702SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$476,045CorporateStockBOYAmt
Corporate Stock EOY$439,714CorporateStockEOYAmt
Corporate Stock EOYFMV$439,714CorporateStockEOYFMVAmt
Total Assets BOY$537,664TotalAssetsBOYAmt
Total Assets EOY$475,416TotalAssetsEOYAmt
Total Assets EOYFMV$475,416TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,079AccountsPayableBOYAmt
Accounts Payable EOY$2,030AccountsPayableEOYAmt
Total Liabilities BOY$17,079TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,030TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$520,585RetainedEarningBOYAmt
Retained Earning EOY$473,386RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$520,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$473,386TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$537,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$475,416TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$520,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,684ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$533,269SubtotalAmt
Other Decreases$59,883OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$473,386TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY 019463$97,720$105,126-$7,406-$7,406
CAPITAL GAIN/LOSS FROM K-1$97$97$97P
CAPITAL GAIN DISTRIBUTION$10,308$10,308$10,308P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,999CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$95,092AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$553,943NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.171664DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,494AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$549,679NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.100957DistributionYr2Rt
Adjusted Qlfy Distri Yr3$83,654AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$648,156NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.129065DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,562AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$784,118NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.067033DistributionYr4Rt
Adjusted Qlfy Distri Yr5$89,497AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$806,456NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.110976DistributionYr5Rt
Total Distribution0.579695TotalDistributionRt
Average Distribution0.115939AverageDistributionRt
Net Vl Noncharitable Assets$502,713NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,284AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$95NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,379AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,591QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$189InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$189SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$568EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$568TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$379OverpaymentAmt
Applied To ES Tax$379AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR MAX SAMSONIndividualWithBooksNm
Phone4143520339PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12603 W LAKE PARK CTAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonR MAX SAMSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12603 W LAKE PARK CTAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$473,391AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,978AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$510,369TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$510,369AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,656CashDeemedCharitableAmt
Net Vl Noncharitable Assets$502,713NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,136MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,136MinimumInvestmentReturnAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Total Tax$189TotalTaxAmt
Distributable Before Adj$24,947DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,947DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,947DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,591ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$43,591QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$43,591AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,947DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$49,602ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,518ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,623ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,539ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$208,211TotalExcessDistributionCyovAmt
Qualifying Distributions$43,591QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,947AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,644RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$226,855TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$49,602ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$177,253ExcessDistriCyovToNextYrAmt
Excess From Year4$13,929ExcessFromYear4Amt
Excess From Year3$51,518ExcessFromYear3Amt
Excess From Year2$25,623ExcessFromYear2Amt
Excess From Year1$67,539ExcessFromYear1Amt
Excess From Current Year$18,644ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR MAX SAMSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonR MAX SAMSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11250 W DEAN RDAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532172534ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4143520339RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMAT REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AQUARIAN MINYAN
861 ARLINGTON AVEBERKELEYCA94707NONEPCGENERAL OPERATING EXPENSES$360
CONGREGATION SHIR HADASH
2717 E HAMPSHIRE STMILWAUKEEWI53211NONEPCGENERAL OPERATING EXPENSES$2,700
IN TANDEM THEATRE
628 N 10TH STMILWAUKEEWI53233NONEPCGENERAL OPERATING EXPENSES$2,500
MILWAUKEE PUBLIC TELEVISION
700 W STATE ST RM S214MILWAUKEEWI53233NONEPCGENERAL OPERATING EXPENSES$120
MILWAUKEE PUBLIC THEATRE
2819 W HIGHLAND BLVDMILWAUKEEWI53208NONEPCGENERAL OPERATING EXPENSES$995
NICE PLAYS INC
1231 E KANE PLMILWAUKEEWI53202NONEPCGENERAL OPERATING EXPENSES$2,000
VOCES DE LA FRONTERA
1027 S 5TH STMILWAUKEEWI53204NONEPCGENERAL OPERATING EXPENSES$30
TIKKUN HA-IR
PO BOX 090287MILWAUKEEWI53209NONEPCGENERAL OPERATING EXPENSES$1,000
INTERCOMMUNITY FOUNDATION
111 FOUNDERS PLAZA 18TH FLOOREAST HARTFORDCT06108NONEPCGENERAL OPERATING EXPENSES$360
MILWAUKEE JEWISH FEDERATION
1360 N PROSPECT AVEMILWAUKEEWI53202NONEPCGENERAL OPERATING EXPENSES$500
COA YOUTH & FAMILY CENTER
909 E NORTH AVEMILWAUKEEWI53212NONEPCGENERAL OPERATING EXPENSES$400
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW 700WASHINGTONDC20036NONEPCGENERAL OPERATING EXPENSES$250
NATIONAL MS SOCIETY
1120 JAMES DR STE AHARTLANDWI53029NONEPCGENERAL OPERATING EXPENSES$360
WISCONSIN PUBLIC RADIO
310 W WISCONSIN AVEMILWAUKEEWI53202NONEPCGENERAL OPERATING EXPENSES$50
EASTER SEALS
2222 S 114TH STMILWAUKEEWI53227NONEPCGENERAL OPERATING EXPENSES$250
MARLINS FOUNDATION
2267 DAN MARINO BLVDMIAMIFL33056NONEPCGENERAL OPERATING EXPENSES$10,000
AMERICANS FOR PEACE NOW
2100 M ST NW SUITE 619WASHINGTONDC20037NONEPCGENERAL OPERATING EXPENSES$2,190
CHILDREN'S HOSPITAL FOUNDATION
MS 3050 PO BOX 1997MILWAUKEEWI53201NONEPCGENERAL OPERATING EXPENSES$180
NEXT ACT THEATRE
PO BOX 394MILWAUKEEWI53201NONEPCGENERAL OPERATING EXPENSES$2,500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303NONEPCGENERAL OPERATING EXPENSES$1,000
TORAT TZEDEK
6 EAST 39TH ST SUITE 301NEW YORKNY10016NONEPCGENERAL OPERATING EXPENSES$1,000
GIVAT HAVIVA EDUCATIONAL FOUNDATION
601 WEST 26TH STREET SUITE 325-25NEW YORKNY10001NONEPCGENERAL OPERATING EXPENSES$1,000
LIGA MAC CO BAJA COMMUNITY FOUNDATION
300 LAKESIDE AVE SSEATTLEWA98144NONEPCGENERAL OPERATING EXPENSES$450
CHABAD OF DOWNTOWN
PO BOX 510525MILWAUKEEWI53201NONEPCGENERAL OPERATING EXPENSES$2,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,995TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,665ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,999ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME/LOSS FROM K-1S14-$189
OTHER INCOME-MORGAN STANLEY14$3

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,027ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,027TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAX SAMSONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12603 W LAKE PARK CTAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd
FieldValueIRS element (for citing)
Total Contributions$46,813TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5,695 SHARES MARINUS PHARMACEUTICALS INCNoncashPropertyDesc
Fair Market Value$46,813FairMarketValueAmt
Received2018-10-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,600Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$439,714EOYBookValueAmt
EOYFMV$439,714EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$130LegalFeesAmt
Net Investment Income$130NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON VALUATION OF SECURITIESDesc
Amt$59,883Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$350$0$350
MASK & PUPPET CO OPERATING$1,434$0$1,434
MISCELLANEOUS$408$204$204
STORAGE$5,485$0$5,485
OFFICE EXPENSE$64$0$64
CREDIT CARD FEES$259$0$259

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME/LOSS FROM K-1S-$189-$189-$189
OTHER INCOME-MORGAN STANLEY$3$3$3

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,219Amt
Net Investment Income$4,219NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$212Amt
Net Investment Income$212NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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