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Nonprofit · EIN 39-1563191

MAX FUND INC

Tax-exempt · MEQUON, WI 53092

Financials

$5K$60K2023$16K$67K2024$35K$98K2025
Revenue Expenses · by fiscal year end
Financials of MAX FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,451$98,387-$62,936$542,789$6,820$535,969
December 31, 2024990-PF$15,736$66,968-$51,232$563,968$226$563,742
December 31, 2023990-PF$5,463$59,578-$54,115$580,906$19,049$561,857
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,673
Dividends
$11,022
Interest
$677
Net gain from sales of assets
$16,079

Expenses

Grants and similar amounts paid
$85,479
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$94,232
Excise tax on investment income
$328

Balance sheet and other

Total assets, start of year
$563,968
Total assets, end of year
$542,789
Total liabilities, end of year
$6,820
Net assets, end of year
$535,969
Fair market value of assets
$542,789
Qualifying distributions
$94,232
Net investment income
$27,778

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
R MAX SAMSON
2603 W LAKE PARK CT, MEQUON, WI 53092
PRESIDENT0.25$0
NANCY PINTER
2603 W LAKE PARK CT, MEQUON, WI 53092
VP/SECRETARY0.25$0
BARRY BARKAN
2719 DERBY ST, BERKELEY, CA 94705
DIRECTOR0.25$0
CHRISTOPHER PINTER
106 W SEEBOTH ST 717, MILWAUKEE, WI 53204
DIRECTOR0.25$0
ALAYNA SAMSON
119 W CHESTNUT 2W, CHICAGO, IL 60610
DIRECTOR0.25$0
GINA SAMSON
5050 SANTA MONICA AVE 14, SAN DIEGO, CA 92107
DIRECTOR0.25$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
R MAX SAMSON
2603 W LAKE PARK CT, MEQUON, WI 53092
PRESIDENT0.25$0
NANCY PINTER
2603 W LAKE PARK CT, MEQUON, WI 53092
VP/SECRETARY0.25$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
R MAX SAMSON
2603 W LAKE PARK CT, MEQUON, WI 53092
PRESIDENT0.25$0
NANCY PINTER
2603 W LAKE PARK CT, MEQUON, WI 53092
VP/SECRETARY0.25$0

Address and contacts

Address (IRS master file)
2603 W LAKE PARK CT, MEQUON, WI 53092-2453
Signed the 990-PF
R MAX SAMSON, PRESIDENT
Phone
(414) 975-2669
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1563191
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$542,789
Income (IRS master file)
$93,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,451$98,387$542,789XML
990-PFDecember 2024$15,736$66,968$563,968XML
990-PFDecember 2023$5,463$59,578$580,906XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1563191).

Questions about MAX FUND INC

What is the EIN of MAX FUND INC?
The employer identification number (EIN) of MAX FUND INC is 39-1563191.
Is MAX FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MAX FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MAX FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MAX FUND INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MAX FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MAX FUND INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does MAX FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,451, expenses of $98,387 and total assets of $542,789 at year end.

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