Max Fund Inc

Mequon, WI
Tax-exempt since Oct. 1994
EIN: 39-1563191

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$15.7k (2024)

Expenses

$67k (2024)

Total Assets

$564k (2024)

Total Liabilities

$226 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$15,736

Expenses

$66,968

Net Income

-$51,232

Net Assets

$563,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,262	8.0%
Dividends	$11,017	70.0%
Sales of Assets	$3,457	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,173	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$563,968
Total Liabilities	$226
Net Assets	$563,742

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0
Nancy Pinter (Vp/Secretary)	$0	$0

990-PF

Filed on March 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$5,463

Expenses

$59,578

Net Income

-$54,115

Net Assets

$561,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,150	21.1%
Dividends	$12,428	> 100%
Sales of Assets	-$8,115
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,257	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$580,906
Total Liabilities	$19,049
Net Assets	$561,857

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0
Nancy Pinter (Vp/Secretary)	$0	$0

990-PF

Filed on April 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$7,947

Expenses

$49,312

Net Income

-$41,365

Net Assets

$556,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$435	5.5%
Dividends	$12,639	> 100%
Sales of Assets	-$5,127
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,608	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,461
Total Liabilities	$2,838
Net Assets	$556,623

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0
Nancy Pinter (Vp/Secretary)	$0	$0

990-PF

Filed on Feb. 23, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$31,770

Expenses

$57,417

Net Income

-$25,647

Net Assets

$699,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.1%
Dividends	$12,848	40.4%
Sales of Assets	$18,904	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,619	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$702,459
Total Liabilities	$2,820
Net Assets	$699,639

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0
Nancy Pinter (Vp/Secretary)	$0	$0

990-PF

Filed on March 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$13,089

Expenses

$70,593

Net Income

-$57,504

Net Assets

$651,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150	1.1%
Dividends	$12,814	97.9%
Sales of Assets	$8	0.1%
Other Income	$117	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,079	76.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$652,594
Total Liabilities	$1,030
Net Assets	$651,564

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0
Nancy Pinter (Vp/Secretary)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$172,554

Expenses

$47,265

Net Income

$125,289

Net Assets

$661,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,095	58.6%
Interest Revenue	$1,339	0.8%
Dividends	$8,597	5.0%
Sales of Assets	$61,132	35.4%
Other Income	$391	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,768	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$661,758
Total Liabilities	$30
Net Assets	$661,728

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0
Nancy Pinter (Vp/Secretary)	$0	$0

990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$63,840

Expenses

$51,156

Net Income

$12,684

Net Assets

$473,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,813	73.3%
Interest Revenue	$5,665	8.9%
Dividends	$8,549	13.4%
Sales of Assets	$2,999	4.7%
Other Income	-$186

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,591	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$475,416
Total Liabilities	$2,030
Net Assets	$473,386

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0

990-PF

Filed on Oct. 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$15,618

Expenses

$104,891

Net Income

-$89,273

Net Assets

$520,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,636	42.5%
Dividends	$9,012	57.7%
Sales of Assets	-$335
Other Income	$305	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,164	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$537,664
Total Liabilities	$17,079
Net Assets	$520,585

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0

990-PF

Filed on Oct. 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$38,816

Expenses

$64,444

Net Income

-$25,628

Net Assets

$542,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,692	12.1%
Dividends	$10,440	26.9%
Sales of Assets	$20,655	53.2%
Other Income	$3,029	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,494	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$542,595
Total Liabilities	$0
Net Assets	$542,595

Compensation

Key Employees and Officers	Compensation	Other
R Max Samson (President)	$0	$0

990-PF

Filed on Oct. 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$35,701

Expenses

$93,114

Net Income

-$57,413

Net Assets

$541,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$157	0.4%
Interest Revenue	$5,415	15.2%
Dividends	$11,642	32.6%
Sales of Assets	$19,249	53.9%
Other Income	-$762

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,654	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$544,550
Total Liabilities	$3,550
Net Assets	$541,000

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$38,877

Expenses

$74,489

Net Income

-$35,612

Net Assets

$723,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,677	19.7%
Dividends	$20,070	51.6%
Sales of Assets	$10,821	27.8%
Other Income	$309	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,562	70.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$725,733
Total Liabilities	$2,550
Net Assets	$723,183

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$10,389

Expenses

$105,419

Net Income

-$95,030

Net Assets

$794,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,607	92.5%
Dividends	$23,410	> 100%
Sales of Assets	$0
Other Income	-$1,325

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,711	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$803,968
Total Liabilities	$9,188
Net Assets	$794,780

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$71,790

Expenses

$138,031

Net Income

-$209,821

Net Assets

$806,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,600
Interest Revenue	$13,204
Dividends	$21,423
Sales of Assets	$0
Other Income	$2,499

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,544	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$806,431
Total Liabilities	$0
Net Assets	$806,431

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$82,073

Expenses

$107,446

Net Income

-$25,373

Net Assets

$868,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,616	21.5%
Interest Revenue	$14,126	17.2%
Dividends	$23,497	28.6%
Sales of Assets	$10,634	13.0%
Other Income	$16,200	19.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,903	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$868,194
Total Liabilities	$0
Net Assets	$868,194

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Max Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $15.7k (2024)

Expenses $67k (2024)

Total Assets $564k (2024)

Total Liabilities $226 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$15.7k (2024)

Expenses

$67k (2024)

Total Assets

$564k (2024)

Total Liabilities

$226 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001