MAX FUND INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAX FUND INC (EIN 39-1563191)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-01
- IRS object ID
- 201802749349100110
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-01T14:11:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 10700 W RESEARCH DRIVE STE 200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-09-26 | 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 | 2018-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $537,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,636 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $305 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $305 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,953 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $275 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $58 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $58 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,166 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $211 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $365 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,916 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,248 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,194 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,619 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $494,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $476,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $476,045 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $542,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $537,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $537,664 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $17,079 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,079 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $542,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $520,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $542,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $542,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $537,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $542,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,263 | OtherIncreasesAmt |
| Subtotal | $520,585 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $520,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $4,160 | $4,160 | $4,160 | |
| CAPITAL GAIN/LOSS FROM K-1S | P | $1,315 | $1,315 | $1,315 | |
| MORGAN STANLEY 019463 | $57,751 | -$7,273 | -$7,273 | $65,024 | |
| MORGAN STANLEY 023223 | $90,231 | $1,463 | $1,463 | $88,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$335 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$335 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,494 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $549,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,654 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $648,156 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129065 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $784,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,497 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $806,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,289 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.141429 | DistributionYr5Rt |
| Total Distribution | 0.549460 | TotalDistributionRt |
| Average Distribution | 0.109892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $553,943 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,874 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $72 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,946 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,164 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $72 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $568 | OverpaymentAmt |
| Applied To ES Tax | $568 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R MAX SAMSON | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $520,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $562,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $562,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $553,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $27,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,625 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,164 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $72 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,092 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,929 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,539 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $282,632 | 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 | $74,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $208,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,602 | ExcessFromYear4Amt |
| Excess From Year3 | $13,929 | ExcessFromYear3Amt |
| Excess From Year2 | $51,518 | ExcessFromYear2Amt |
| Excess From Year1 | $25,623 | ExcessFromYear1Amt |
| Excess From Current Year | $67,539 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARSHA VIDYA PITAM | ||||||||
| PO BOX 1059 | SAYLORSBURG | PA | 18353 | NONE | PC | CHARITABLE | $12,500 | |
| CHABAD-LUBAVITCH | ||||||||
| 2233 W MEQUON RD | MEQUON | WI | 53092 | NONE | PC | CHARITABLE | $3,700 | |
| CONGREGATION SHIR HADASH | ||||||||
| 2717 E HAMPSHIRE ST | MILWAUKEE | WI | 53211 | NONE | PC | CHARITABLE | $2,500 | |
| MILWAUKEE PUBLIC TELEVISION | ||||||||
| 700 W STATE ST RM S214 | MILWAUKEE | WI | 53233 | NONE | PC | CHARITABLE | $130 | |
| NICE PLAYS INC | ||||||||
| 1231 E KANE PL | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $2,200 | |
| THE OPTIMIST THEATRE | ||||||||
| 2010 N 1ST ST | MILWAUKEE | WI | 53212 | NONE | PC | CHARITABLE | $2,200 | |
| MARY MCCORMACK FOUNDATION | ||||||||
| 6649 WENDELL WAY | DEFOREST | WI | 53532 | NONE | PC | CHARITABLE | $180 | |
| CITY LORE | ||||||||
| 56 E 1ST ST | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $1,000 | |
| PRIZEO | ||||||||
| 8330 BOONE BLVD STE 400 | VINNA | VA | 22182 | NONE | PC | CHARITABLE | $75 | |
| TIKKUN HA-IR | ||||||||
| PO BOX 090287 | MILWAUKEE | WI | 53209 | NONE | PC | CHARITABLE | $350 | |
| AMERICA GIVES | ||||||||
| 1732 1ST ST | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $1,000 | |
| MILWAUKEE RIVER KEEPERS | ||||||||
| 1845 M FARWELL AVENUE SUITE 100 | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $100 | |
| INTERCOMMUNITY FOUNDATION | ||||||||
| 111 FOUNDERS PLAZA 18TH FLOOR | EAST HARTFORD | CT | 06108 | NONE | PC | CHARITABLE | $300 | |
| EXPRESS YOURSELF MILWAUKEE | ||||||||
| 1300 WEST FOND DU LAC AVENUE 3RD | MILWAUKEE | WI | 53205 | NONE | PC | CHARITABLE | $100 | FLOOR |
| HIDE & SEEK FOUNDATION | ||||||||
| 6475 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | NONE | PC | CHARITABLE | $1,000 | SUITE 466 |
| YOUTHAITI | ||||||||
| 6973 N RANGE LINE RD | GLENDALE | WI | 53209 | NONE | PC | CHARITABLE | $3,500 | |
| MILWAUKEE JEWISH FEDERATION | ||||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $2,506 | |
| LABOR COMMUNITY | ||||||||
| 633 S HAWLEY RD STE 110 | MILWAUKEE | WI | 53214 | NONE | PC | CHARITABLE | $250 | |
| DNA WORKS FUNDING | ||||||||
| 1617 PARK PLACE AVE SUITE 110-2 | FORT WORTH | TX | 76110 | NONE | PC | CHARITABLE | $250 | |
| COA YOUTH & FAMILY CENTER | ||||||||
| 909 E NORTH AVE | MILWAUKEE | WI | 53212 | NONE | PC | CHARITABLE | $150 | |
| NETWORK FOR GOOD | ||||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $1,957 | |
| NATIONAL MS SOCIETY | ||||||||
| 1120 JAMES DR STE A | HARTLAND | WI | 53029 | NONE | PC | CHARITABLE | $180 | |
| QUASIMONDO PHYSICAL THEATER | ||||||||
| 5151 N 35TH ST | MILWAUKEE | WI | 53209 | NONE | PC | CHARITABLE | $3,000 | |
| WISCONSIN PUBLIC RADIO | ||||||||
| 310 W WISCONSIN AVE | MILWAUKEE | WI | 53202 | NONE | PC | CHARITABLE | $240 | |
| EASTER SEALS | ||||||||
| 2222 S 114TH ST | MILWAUKEE | WI | 53227 | NONE | PC | CHARITABLE | $180 | |
| UNITED WAY | ||||||||
| 225 WEST VINE STREET | MILWAUKEE | WI | 532123951 | NONE | PC | CHARITABLE | $500 | |
| MARLINS FOUNDATION | ||||||||
| 2267 DAN MARINO BLVD | MIAMI | FL | 33056 | NONE | PC | CHARITABLE | $40,000 | |
| HARRY & ROSE SAMSON FAMILY | ||||||||
| 6255 N SANTA MONICA BLVD | WHITEFISH BAY | WI | 53217 | NONE | PC | CHARITABLE | $400 | |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | ||||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PC | CHARITABLE | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,248 | 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 | $6,636 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$335 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - FROM K-1S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,618 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $476,045 | EOYBookValueAmt |
| EOYFMV | $476,045 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $275 | LegalFeesAmt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $350 | $0 | $0 | $350 |
| MASK & PUPPET CO OPERATING | $2,922 | $0 | $0 | $2,922 |
| MISCELLANEOUS | $729 | $365 | $0 | $364 |
| STORAGE | $6,580 | $0 | $0 | $6,580 |
| PENALTIES | $13 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - FROM K-1S | Desc |
| Revenue And Expenses Per Books | $305 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $305 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON VALUATION OF SECURITIES | Desc |
| Amt | $67,263 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $5,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $211 | $211 | $0 | $0 |
| INCOME TAXES | $955 | $0 | $0 | $0 |
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