Civic Intelligence

The Maxon Foundation

990T • Fiscal year 2024 • EIN 31-6045992

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 2025

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(513) 632-4596

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $161,964Liabilities 2010: $0Net Assets 2010: $161,9642010Assets 2020: $29,129,676Liabilities 2020: $0Net Assets 2020: $29,129,6762020Assets 2021: $28,610,433Liabilities 2021: $0Net Assets 2021: $28,610,4332021Assets 2022: $26,586,449Liabilities 2022: $0Net Assets 2022: $26,586,4492022Assets 2024: $25,026,834Liabilities 2024: $0Net Assets 2024: $25,026,8342024

Latest loaded filing

2024

Assets$25,026,834
Liabilities$0
Net Assets$25,026,834
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $31,0732010Revenue 2020: $2,627,321Expenses 2020: $2,234,693Net Income 2020: $392,6282020Revenue 2021: $1,866,233Expenses 2021: $2,261,134Net Income 2021: -$394,9012021Revenue 2022: $426,234Expenses 2022: $2,488,332Net Income 2022: -$2,062,0982022Revenue 2024: $1,761,571Expenses 2024: $2,298,669Net Income 2024: -$537,0982024

Latest loaded filing

2024

Revenue$1,761,571
Expenses$2,298,669
Net Income-$537,098
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
The Maxon Foundation
EIN
31-6045992
Phone
5136324596
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5136324596
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix104 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt03150
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt05289
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt06817
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt06817
IRS1041ScheduleD/GainLessIncludedAmt0567412
IRS1041ScheduleD/GainPlusDividendsAmt0567412
IRS1041ScheduleD/NetIncomeMinusSmallerAmt0564262
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt06817
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt0560595
IRS1041ScheduleD/SmallerGainAmt06817
IRS1041ScheduleD/SmallerOfCalcAmt02139
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03150
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt05289
IRS1041ScheduleD/SmallerTimesPercentAmt0321
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt05289
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt02139
IRS1041ScheduleD/TaxableIncomeAmt05289
IRS1041ScheduleD/TaxAmt0321
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0835
IRS1041ScheduleD/TaxPlusTimePercentAmt0321
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt06817
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt06817
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt06817
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt06817
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt03150
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02023-01-01
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt06817
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt06817
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc01. WHITE OAK FIXED INCOME FUND C, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02024-12-31
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt06817
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt06817
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0221
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990T/BooksInCareOfDetail/PhoneNum05136396031
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 0634
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0532010634
IRS990T/BookValueAssetsEOYAmt025026834
IRS990T/CharitableContributionsDedAmt06290
IRS990T/ExtsnRequestIncomeTaxPaidAmt0100
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt06817
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt05762
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt012579
IRS990TScheduleA/TotUnrltTrdBusIncmAmt012579
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0WHITE OAK FIXED INCOME FUND C LP
IRS990TScheduleA/UBIBeforeNOLDedAmt012579
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt012579
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt0321
IRS990T/TaxLessCreditsAmt0321
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0100
IRS990T/TotalTaxAmt0321
IRS990T/TotalTaxComputationAmt0321
IRS990T/TotalUBTIAmt05289
IRS990T/TotalUBTIBeforeNOLSpecificAmt06289
IRS990T/TotalUBTIBeforeSection199AAmt06289
IRS990T/TotalUBTIComputedAmt012579
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136324596
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MAXON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXO
ReturnHeader/Filer/EIN0316045992
ReturnHeader/Filer/PhoneNum05136324596
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T15:01:32-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.00$25.0$1.76$2.30$0.54
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$0.43$2.49$2.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.00$28.6$1.87$2.26$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$2.63$2.23$0.39
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.03