How much did MAX FUND INC grant in FY2025?

A cause breakdown isn’t shown here: 62% of MAX FUND INC’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

theatre

2019

lung

2020

theaterbaja

2021

—

2022

bajapeace

2023

theatre

2024

—

2025

harry roserose samsonchildren's

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2025 · 19 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

Under $10k15 grants · $23k
$10k–50k4 grants · $62k

$1,800

Median grant

States reached

$543k

Total assets

Largest grants

QUASIMONDO INC$32,450
CHILDREN'S HOME OF HAITI INC$10,000
MILWAUKEE TURNERS INC$10,000
CONGREGATION BETH YEHUDAH$10,000
CHILDREN'S OUTING ASSOCIATION$5,000
HARRY & ROSE SAMSON FAMILY CENTER$5,000
CONGREGATION SHIR HADASH$2,360
CHABAD OF DOWNTOWN$1,900
THE OPTIMIST THEATRE$1,800
THE SHALOM CENTER$1,800
CONGREGATION NEVEI KODESH$1,800
NICE PLAYS INC$1,000
AMERICARES FOUNDATION INC$1,000
HARRY & ROSE SAMSON FAMILY CENTER$439
CREATE WISCONSIN$360

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–24, $11k) land where the poverty rate runs at 12% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

82%of every dollar goes to organizations you’ve funded before.

$368k · 41 repeat orgs$80k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +42% since the first grant, against +39% for the ones you funded once.

41 repeat relationships — 13 still active in FY2025, 28 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$368k

$53k

Median revenue growth · since first grant

+42%

+39%

Still filing today

49%

53%

New vs renewed · share of each year

In FY2025, 68% of grant dollars renewed an existing relationship; $27k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Arts & CultureInternationalPhilanthropyHuman ServicesHealthReligionOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

MILWAUKEE TURNERS INC
4× · 2021–2025 · $21k · revenue +297%
MILWAUKEE JEWISH FEDERATION
5× · 2017–2024 · $10k · revenue +42%
BC
BAJA COMMUNITY FOUNDATION
4× · 2020–2024 · $9k · revenue +3668%

Funded once

JS
J STREET EDUCATION FUNDgraduated
one grant, 2022 · $5k · revenue +40%
FA
FRACTURED ATLAS INC (SILLSSPOLIN THEATER WORKS)
one grant, 2021 · $5k
MILWAUKEE CHAMBER THEATRE LTDgraduated
one grant, 2023 · $4k · revenue +127%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

American Jewish World Service Inc

We work to realize human rights and end poverty in africa, asia, latin america and the caribbean.

International

Jews for Racial & Economic Justice

Jews For Racial & Economic Justice Community (JFREJ Community) is a 501c3 non-profit organization committed to building a vibrant Jewish left working for social justice in New York City. JFREJ Community grows the New York Jewish Left by…

Civil Rights

Jewish Community Foundation of

Philanthropic asset management and grantmaking to both jewish and secular charitable organizations.

Philanthropy

New York Foundation for the Arts Inc

To empower artists at critical stages in their creative lives

Arts & Culture

Artis Contemporary Israeli Art Fundinc

Artis is an independent nonprofit organization that supports contemporary artists from israel whose work addresses aesthetic, social and political questions to inspire reflection and debate.

Arts & Culture

Global Fund for Children

To advance the rights and opportunities of children and youth worldwide.

Arts & Culture

American Israel Public Affairs Committee

To strengthen and expand the u. s. - israel relationship in ways that enhance the security of the united states and israel.

International

Apollo Theater Foundation Inc

The apollo theater is a commissioner and presenter; catalyst for new artists, audiences, and creative workforce; and partner in the projection of the african american narrative and its role in the development of american and global culture.

Arts & Culture

Jews United for Justice Inc

To lead washington and baltimore area jews to act on our shared jewish values by pursuing justice and equity in our local community.

Religion

Jews for Racial and Economic

Jews For Racial & Economic Justice Action (JFREJ Action or JFREJ) is the home for Jewish New Yorkers organizing with our neighbors and allies to transform New York from a playground for the wealthy few into a real democracy for all of us.…

—

The Jewish Women's Archive Inc

The jewish women's archive is a national organization dedicated to collecting and promoting the extraordinary stories of jewish women. jwa explores the past as a framework for understanding the issues important to women today; inspires…

Arts & Culture

National Council of Jewish Women

Inspired by jewish values, the national council of jewish women is a grassroots organization of volunteers and advocates who strive for social justice by improving the quality of life for women, children, and families, and by safeguarding…

Community Improvement

For reference, the grantee most central to the portfolio’s shape is Network for Good and the most unlike its peers is Seva Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 30 years old; the field is 20. You back the established end — and your money leans older still.

The field is 17% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 2% lost their exemption, against 7% of the field you don’t fund.

orgs you fund

2%1/63

the rest of the field

2,638/36,463

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

56 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

52/56

Grantees still filing

38/56

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$282,029Arts & Culture$74,314International$46,811Philanthropy$20,612Human Services$10,501Health$7,615Religion$5,743

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Greater Milwaukee Foundation IncWI29.7× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Milwaukee Foundation Inc · Herbert H Kohl Charities Inc · Milwaukee Jewish Federation Inc · Richard and Ethel Herzfeld · Green Bay Packers Foundation · United Performing Arts Fund Inc · Bert L and Patricia S Steigleder Charitable · The Lubar Family Foundation Inc · Wm Collins Kohler Foundation Inc · Gardner Foundation · Wisconsin Humanities Council Inc · Baird Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation MAX FUND INC funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

3get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–25%

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: INTERCOMMUNITY FOUNDATION.

Agentic due diligence · confidence × risk

Financial management

low risk

~24 months of operating runway; revenue grew over 7 filed years.

Track record & reputation

low risk

7 years of Form 990 filings, still active; revenue up 3.2× since.

Legal standing

low risk

US 501(c)(3); EIN 273739973 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on INTERCOMMUNITY FOUNDATION, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 24 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 17% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Max Fund Inc?

Find your warmest path to Max Fund Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

MAX FUND INC

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?