MAX FUND INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAX FUND INC (EIN 39-1563191)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-25
- IRS object ID
- 202620569349100522
- Schema version
- 2025v4.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-25T18:19:42-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 4149752669 | 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 | 4149752669 | PhoneNum |
| Signature | 2026-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL L BURZYNSKI | PreparerPersonNm |
| PTIN | P01447096 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2026-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $542,789 | 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 | $7,673 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,079 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,778 | 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 | $2,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,333 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,332 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,421 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $26,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $537,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $514,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $514,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $563,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $542,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $542,789 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $226 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,820 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,820 | 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 | $563,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $535,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $563,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $535,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $563,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $542,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $563,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,163 | OtherIncreasesAmt |
| Subtotal | $535,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $535,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $73,921 | GrossSalesPriceAmt |
| Cost Or Other Basis | $57,842 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,079 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,079 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,079 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $180 | OverpaymentAmt |
| Applied To ES Tax | $180 | 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 | 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 (6 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 |
| BARRY BARKAN | ||||||||
| 2719 DERBY ST | BERKELEY | CA | 94705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHRISTOPHER PINTER | ||||||||
| 106 W SEEBOTH ST 717 | MILWAUKEE | WI | 53204 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALAYNA SAMSON | ||||||||
| 119 W CHESTNUT 2W | CHICAGO | IL | 60610 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GINA SAMSON | ||||||||
| 5050 SANTA MONICA AVE 14 | SAN DIEGO | CA | 92107 | DIRECTOR | 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 | $533,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $557,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $557,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $549,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $328 | TotalTaxAmt |
| Distributable Before Adj | $27,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,232 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,232 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,721 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,833 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,232 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,080 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $186,562 | 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 | $24,721 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,234 | ExcessFromYear4Amt |
| Excess From Year3 | $14,833 | ExcessFromYear3Amt |
| Excess From Year2 | $27,775 | ExcessFromYear2Amt |
| Excess From Year1 | $33,919 | ExcessFromYear1Amt |
| Excess From Current Year | $67,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R MAX SAMSON | ContributingManagerNm |
| Contributing Manager | NANCY PINTER | ContributingManagerNm |
| Contributing Manager | CHRISTOPHER PINTER | ContributingManagerNm |
| Contributing Manager | ALAYNA SAMSON | ContributingManagerNm |
| Contributing Manager | GINA 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 | 2603 W LAKE PARK CT | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PC | OPERATING EXPENSES | $1,000 |
| CHABAD OF DOWNTOWN | |||||||
| PO BOX 510525 | MILWAUKEE | WI | 53201 | N/A | PC | OPERATING EXPENSES | $1,900 |
| CHILDREN'S HOME OF HAITI INC | |||||||
| 1938 WILDWOOD DRIVE | CEDARBURG | WI | 53012 | N/A | PC | OPERATING EXPENSES-MABO | $10,000 |
| CHILDREN'S OUTING ASSOCIATION | |||||||
| 1500 EAST PARK PLACE | MILWAUKEE | WI | 53211 | N/A | PC | OPERATING EXPENSES | $5,000 |
| CONGREGATION BETH YEHUDAH | |||||||
| 3100 N 52ND STREET | MILWAUKEE | WI | 53216 | N/A | PC | OPERATING EXPENSES | $10,000 |
| CONGREGATION NEVEI KODESH | |||||||
| 1925 GLENWOOD DR | BOULDER | CO | 80304 | N/A | PC | OPERATING EXPENSES | $1,800 |
| CONGREGATION SHIR HADASH | |||||||
| 2717 E HAMPSHIRE ST | MILWAUKEE | WI | 53211 | N/A | PC | OPERATING EXPENSES | $2,360 |
| CREATE WISCONSIN | |||||||
| PO BOX 1054 | MADISON | WI | 53701 | N/A | PC | OPERATING EXPENSES | $360 |
| HARRY & ROSE SAMSON FAMILY CENTER | |||||||
| 6255 N SANTA MONICA BLVD | WHITEFISH BAY | WI | 53217 | N/A | PC | OPERATING EXPENSES | $5,000 |
| HARRY & ROSE SAMSON FAMILY CENTER | |||||||
| 6255 N SANTA MONICA BLVD | WHITEFISH BAY | WI | 53217 | N/A | PC | OPERATING EXPENSES - CAMP | $439 |
| KAYENTA ARTS FOUNDATION | |||||||
| 881 COYOTE GULCH | IVINS | UT | 84738 | N/A | PC | OPERATING EXPENSES | $100 |
| MILWAUKEE TURNERS INC | |||||||
| 1034 N 4TH STREET | MILWAUKEE | WI | 53203 | N/A | PC | OPERATING EXPENSES | $10,000 |
| NEW JEWISH NARRATIVE | |||||||
| 1320 19TH ST STE 400 | WASHINGTON | DC | 20036 | N/A | PC | OPERATING EXPENSES | $110 |
| NICE PLAYS INC | |||||||
| 1231 E KANE PL | MILWAUKEE | WI | 53202 | N/A | PC | OPERATING EXPENSES | $1,000 |
| QUASIMONDO INC | |||||||
| 5151 N 35TH STREET | MILWAUKEE | WI | 53209 | N/A | PC | OPERATING EXPENSES | $32,450 |
| THE OPTIMIST THEATRE | |||||||
| 2010 N 1ST ST | MILWAUKEE | WI | 53212 | N/A | PC | OPERATING EXPENSES | $1,800 |
| THE SHALOM CENTER | |||||||
| 4314 39TH STREET | KENOSHA | WI | 53144 | N/A | PC | OPERATING EXPENSES | $1,800 |
| UWM FOUNDATION | |||||||
| 1440 EAST NORTH AVENUE | MILWAUKEE | WI | 53288 | N/A | PC | OPERATING EXPENSES | $240 |
| WISCONSIN PUBLIC RADIO | |||||||
| 310 W WISCONSIN AVE | MILWAUKEE | WI | 53202 | N/A | PC | OPERATING EXPENSES | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,479 | 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 | $677 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,778 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MAX SAMSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $7,673 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,665 | Amt |
| Net Investment Income | $1,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,332 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT - 200 SH | $25,058 | $25,058 |
| ABBVIE - 250 SH | $45,698 | $45,698 |
| AMGEN - 100 SH | $32,731 | $32,731 |
| APPLE - 200 SH | $54,372 | $54,372 |
| BERKSHIRE HATHAWAY - 75 SH | $37,699 | $37,699 |
| CISCO - 250 SH | $19,258 | $19,258 |
| CORNING - 500 SH | $43,780 | $43,780 |
| HONEYWELL - 100 SH | $19,509 | $19,509 |
| HUNTINGTON BANCSHARES - 1,100 SH | $19,085 | $19,085 |
| MICROSOFT - 75 SH | $36,272 | $36,272 |
| US BANCORP - 892 SH | $47,597 | $47,597 |
| VERIZON - 250 SH | $10,183 | $10,183 |
| ISHARES CORE S&P 500 - 60 SH | $41,096 | $41,096 |
| ISHARES MSCI EAFE - 326 SH | $31,306 | $31,306 |
| ISHARES RUSSELL 2000 - 65 SH | $16,000 | $16,000 |
| ISHARES RUSSELL MIDCAP - 352 SH | $33,887 | $33,887 |
| SOLSTICE ADVANCED MATERIALS - 25 SH | $1,214 | $1,214 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE | $7,150 | $0 | $7,150 |
| OTHER EXPENSES | $271 | $0 | $271 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON VALUATION OF SECURITIES | Desc |
| Amt | $35,163 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,822 | Amt |
| Net Investment Income | $2,822 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 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 |
| CHRISTOPHER PINTER | |||
| 106 W SEEBOTH ST 717 | MILWAUKEE | WI | 53204 |
| ALAYNA SAMSON | |||
| 119 W CHESTNUT 2W | CHICAGO | IL | 60610 |
| GINA SAMSON | |||
| 5050 SANTA MONICA AVE 14 | SAN DIEGO | CA | 92107 |
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