Max Fund Inc
Max Fund Inc is a private foundation based in Mequon, Wisconsin. Its 2025 filing lists 19 grants totaling $85,479, with most grant dollars going to recipients in Wisconsin.
Max Fund Inc at a glance
In short: Max Fund Inc gave $85K across 19 grants in 2025 (avg $4K), mostly in Wisconsin. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $85,479
- +77.8% vs 2024
- Grants made (2025)
- 19
- +0.0% vs 2024
- Average grant
- $4,499
- +77.8% vs 2024
- Median grant
- $1,800
- Total assets
- $542,789
- -3.8% vs 2024
- New grantees (estimate)
- 33% first-time grantees (6 of 18, 2025; small sample)
- Primary geography
- Wisconsin (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Max Fund Inc
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation accepts unsolicited requests. Its 2024 filing states that there is no specific format required, no deadline, and no restrictions on awards. It identifies R Max Samson as the contact for applications.
- Contact
Application contact: R Max Samson
Mailing address: 2603 W Lake Park Ct, Mequon, WI 53092
Phone: (414) 352-0339
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Max Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Quasimondo Inc ($32K). Together the top 10 received $81K.
Grant Size Distribution
108 grants across all recorded years
The most common grant size was under $50K: 108 grants of 108 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to Wisconsin recipients. The remaining reported shares went to Colorado (2%), Connecticut (1%), the District of Columbia (0%), and Utah (0%).
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Is Max Fund Inc open to new grantees?
33%
first-time grantees, 2025
In 2025, 6 of 18 grantees (33%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $5K; repeat grants $5K. How we count
Medians: $3K first-time, $2K repeat.
- 22% of 2025 grantees were also funded in 2024. Method
- Giving grew 160% from 2022 to 2025. Method
- In 2025 it paid out 347% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $33K (2022) to $85K (2025). In 2025 it made 19 grants totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Quasimondo Inc Milwaukee, WI | Operating Expenses | $32,450 |
| Children's Home of Haiti Inc Cedarburg, WI | Operating Expenses-Mabo | $10,000 |
| Congregation Beth Yehudah Milwaukee, WI | Operating Expenses | $10,000 |
| Milwaukee Turners Inc Milwaukee, WI | Operating Expenses | $10,000 |
| Children's Outing Association Milwaukee, WI | Operating Expenses | $5,000 |
| Harry & Rose Samson Family Center Whitefish Bay, WI | Operating Expenses | $5,000 |
| Congregation Shir Hadash Milwaukee, WI | Operating Expenses | $2,360 |
| Chabad of Downtown Milwaukee, WI | Operating Expenses | $1,900 |
| Congregation Nevei Kodesh Boulder, CO | Operating Expenses | $1,800 |
| The Optimist Theatre Milwaukee, WI | Operating Expenses | $1,800 |
Ready to take the next step with Max Fund Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $542,789 | $35,451 | $98,387 | $85,479 | 19 | $94,232 | $23,623 | $27,152 |
| 2024 | $563,968 | $15,736 | $66,968 | $48,088 | 19 | $62,173 | $10,941 | $28,254 |
| 2023 | $580,906 | $5,463 | $59,578 | $45,364 | 26 | $55,257 | $9,257 | $27,482 |
| 2022 | $559,461 | $7,947 | $49,312 | $32,908 | 20 | $44,608 | $8,370 | $29,775 |
| 2021 | $702,459 | $31,770 | $57,417 | $39,995 | 24 | $51,619 | $25,972 | $33,385 |
| 2020 | $652,594 | $13,089 | $70,593 | $50,981 | 31 | — | $6,731 | $29,358 |
Under IRS private-foundation payout rules, Max Fund Inc reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for Max Fund Inc is provided. Its 2025 grants included support for arts and cultural organizations, community and youth programs, religious congregations, and other organizations. For example, Quasimondo Inc says it creates original performances through devising, performance, and education, while Children’s Outing Association says it serves Milwaukee children, teens, and families through educational, recreational, and social-work programs. These are the grantees’ descriptions of their own work.
Grantmaking
In 2025, Max Fund Inc made 19 grants totaling $85,479. Grant amounts ranged from $100 to $32,450, with a median of $1,800. Its largest reported grants included $32,450 to Quasimondo Inc for operating expenses; $10,000 each to Children’s Home of Haiti Inc, Congregation Beth Yehudah, and Milwaukee Turners Inc; and $5,000 each to Children’s Outing Association and Harry & Rose Samson Family Center. The filing lists operating expenses as the purpose for these grants.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists R Max Samson as president; Nancy Pinter as vice president and secretary; and Barry Barkan, Christopher Pinter, Alayna Samson, and Gina Samson as directors.
Max Fund Inc is led by R. Max Samson, President on every filing since 2020; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
R. Max Samson
President
On filings since 2020
0.3 hrs/week
No compensation reported
Alayna Samson
Director
New on the 2025 filing
0.3 hrs/week
No compensation reported
Barry Barkan
Director
New on the 2025 filing
0.3 hrs/week
No compensation reported
Christopher Pinter
Director
New on the 2025 filing
0.3 hrs/week
No compensation reported
Gina Samson
Director
New on the 2025 filing
0.3 hrs/week
No compensation reported
Nancy Pinter
Vice President & Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Max Fund Inc
How much does Max Fund Inc give each year?
Max Fund Inc gave $85K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 19 grants.
What is Max Fund Inc's typical grant size?
Max Fund Inc's median grant in 2025 was $1,800, and its average grant was $4,499, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Max Fund Inc that year got $5K on average.
Where does Max Fund Inc give grants?
Max Fund Inc gives mostly in Wisconsin: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (10 grants) and Whitefish Bay, WI (2 grants).
Does Max Fund Inc give general operating support?
Yes: 100% of Max Fund Inc's 2025 grants with a stated purpose (19 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Max Fund Inc's largest grantees?
Max Fund Inc's largest 2025 grantees include Quasimondo Inc ($32,450), Children's Home of Haiti Inc ($10,000) and Congregation Beth Yehudah ($10,000), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is Max Fund Inc?
Max Fund Inc reported $543K in total assets on its 2025 IRS Form 990-PF. It paid out $94K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What does Max Fund Inc fund?
No mission statement for Max Fund Inc is provided. Its 2025 grants included support for arts and cultural organizations, community and youth programs, religious congregations, and other organizations. See mission & focus areas ↑
How do I apply for a grant from Max Fund Inc?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Max Fund Inc's EIN?
Max Fund Inc's EIN (Employer Identification Number) is 39-1563191. IRS Form 990 filing data is available on this page for 2020–2025.
Does Max Fund Inc accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 25, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Max Fund Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/max-fund-inc-morg_d644fd1615c5401397803212d8acc624
BibTeX
@misc{grantable_391563191_2026,
author = {{Grantable}},
title = {{Max Fund Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/max-fund-inc-morg_d644fd1615c5401397803212d8acc624},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Max Fund Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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