2024-05-02T11:48:52-05:00 2023-12-31 BDO USA 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2023-01-01 206299515 MAXSAN FOUNDATION C/O JEAN-MAX AND SANDRA J DERMOND % JEAN-MAX AND SANDRA DERMOND MAXS 4149639426 757 N WATER STREET Suite 200 MILWAUKEE WI 53202 Jean-Max Dermond Trustee 4149639426 2024-04-24 true Jean-Max Dermond 999009999 true KELLY RAQUET P01644256 4142725900 2 2023 2023-04-26 12:10:37Z X 1440998 X 433038 528 528 30754 31364 108423 911487 107928 572743 139820 0 6009 6048 0 0 589 786 0 0 6598 6834 0 0 45670 45670 52268 6834 0 45670 520475 132986 8821 14165 14165 14555 3887 3887 252986 404625 401576 468710 676934 760556 218448 262869 260814 963520 1362480 1440998 0 0 X 680811 680811 282709 681669 963520 1362480 963520 1362480 963520 520475 1483995 121515 1362480 CAPITAL GAINS - LONG TERM COVERED 840710 735998 104712 104712 CAPITAL GAINS - SHORT TERM COVERED 64142 65205 -1063 -1063 CAPITAL GAINS - LONG TERM NON COVERED 3498 2395 1103 1103 CAPITAL GAIN DIVIDENDS P 3176 CAPITAL GAIN DIVIDENDS P 3176 CAPITAL GAIN DIVIDENDS P 3176 107928 -1063 1849 1849 1849 869 0 869 980 false false false false false false false true true WI true false false false false true N/A JEAN-MAX AND SANDRA DERMOND 4149639426 757 N WATER STREET STE 200 MILWAUKEE WI 53202 false false false false false false false false false false false false false false false false false false false false false JEAN-MAX DERMOND 825 NORTH PROSPECT AVENUE STE 2402 MILWAUKEE WI 53202 TRUSTEE 0.0 0 0 0 SANDRA J DERMOND 825 NORTH PROSPECT AVENUE STE 2402 MILWAUKEE WI 53202 TRUSTEE 0.0 0 0 0 THE MAXSAN FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES. . 1209845 22700 0 1232545 0 1232545 18488 1214057 60703 60703 1849 1849 58854 58854 58854 45670 0 0 0 0 45670 58854 45665 2021 2020 2019 0 0 45670 45665 5 0 0 0 0 58849 0 0 JEAN-MAX DERMOND SANDRA J DERMOND X Benedict Center 1849 N MLK Jr Dr Milwaukee WI 53212 NONE PC General 4000 Boys & Girls Club of Greater Milwaukee 1558 N 6th St Ste 201 Milwaukee WI 53212 NONE PC General 4500 Lupus Foundation of America 2600 N Mayfair Rd Milwaukee WI 53226 NONE PC General 500 MAM (Milwaukee Art Museum) 700 N Art Museum Dr Milwaukee WI 53202 NONE PC General 3000 MATC Foundation 700 W State St Milwaukee WI 53233 NONE PC General 5500 MIAD 273 E Erie St Milwaukee WI 53202 NONE PC General 1000 MPTV Friends 1036 N 8th St Milwaukee WI 53233 NONE PC General 1300 Planned Parenthood of Wisconsin 2207 W Wisconsin Ave Milwaukee WI 53233 NONE PC General 4500 Sojourner Truth Peace Center 619 W Walnut St Milwaukee WI 53212 NONE PC General 9000 St Augustine Prep 2607 S 5th St Milwaukee WI 53207 NONE PC General 2500 St Marcus School 2215 N Palmer St Milwaukee WI 53212 NONE PC General 5000 Tall Pines Conservancy PO Box 65 Noshotah WI 53058 NONE PC General 1000 Teens Grow Greens 4215 N Green Bay Ave Milwaukee WI 53209 NONE PC General 2070 UWM French Scholarship PO Box 413 Milwaukee WI 53201 NONE PC General 500 WUWM 111 E Wisconsin Ave Milwaukee WI 53202 NONE PC General 1300 45670 14 528 14 30754 18 108423 139705 139705 false false false false false false false false false false X X 1 Jean-Max Sandra Dermond 825 NORTH PROSPECT AVENUE Ste 2402 Milwaukee WI 53202 433038 X X 1 Contributed Stock 433038 FIDELITY 500 INDEX-INST PRM 241454 296893 HEALTH CARE SELECT SECTOR 16502 18002 INVESCO QQQ TR UNITSER1 39709 51190 INVESCO S&P 500 EQUAL WEIGHT 23699 24932 ISHARES BIOTECHNOLOGY ETF 7249 7336 PARNASSUS CORE EQUITY FD-INS 47589 53933 VANECK OIL SERVICES ETF 10460 13619 ISHARES CORE S&P MIDCAP ETF 31883 34367 ARTISAN INTL VAL-INST 17077 17938 FIDELITY INTL INDX-INST PRM 45366 46389 FRANKLIN FTSE CANADA ETF 3451 3723 ISHARES MSCI CANADA ETF 6877 7629 SPDR EURO STOXX 50 ETF 21135 21323 VANGUARD FTSE EUROPE ETF 30589 32176 ISHARES INC MSCI JAPAN NEW 34579 35341 WISDOMTREE JAPAN HEDGED EQ 6889 6686 ISHARES CORE MSCI EMERGING 72137 71166 MATTHEWS CHINA FUND 9848 7338 VANECK GOLD MINERS ETF 10441 10575 404625 401576 AMERICAN BEACON AHL MGD-R5 14907 13345 BLACKSTONE ALT MULTI-STRAT-Y 55557 54657 NEUBERGER BERMAN LONG SH-INS 66066 71235 PIMCO DYNAMIC BOND-INST 29794 27993 COHEN & STEERS REAL ESTATE-F 61378 58115 ISHARES GOLD TRUST 17152 18539 PIMCO COMMODITYPL STRAT-INS 18015 16930 BASIS ADJUSTMENT FOR STOCK CONTRIBUTION 121515 Miscellaneous INVESTMENT FEES 6009 6048 0 0 FOREIGN TAXES 589 786 0 0