Nonprofit · EIN 39-1836400
MARKOS FOUNDATION
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $255,743 | $148,987 | $106,756 | $2,294,374 | $0 | $2,294,374 |
| June 30, 2024 | 990-PF | $104,078 | $141,164 | -$37,086 | $2,187,225 | $0 | $2,187,225 |
| June 30, 2023 | 990-PF | $241,460 | $164,723 | $76,737 | $2,229,603 | $0 | $2,229,603 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,200
- Dividends
- $78,391
- Net gain from sales of assets
- $166,012
- Other income
- $140
Expenses
- Grants and similar amounts paid
- $103,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $136,023
- Excise tax on investment income
- $3,256
Balance sheet and other
- Total assets, start of year
- $2,187,225
- Total assets, end of year
- $2,294,374
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,294,374
- Fair market value of assets
- $3,603,102
- Qualifying distributions
- $136,023
- Net investment income
- $244,543
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS MARKOS N2290 FOLLY LANE, LAKE GENEVA, WI 53147 | PRESIDENT/DIRECTOR | 0 | $0 |
| CAROL MARKOS N2290 FOLLY LANE, LAKE GENEVA, WI 53147 | VICE PRESIDENT/SEC/TREAS | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS MARKOS N2290 FOLLY LANE, LAKE GENEVA, WI 53147 | PRESIDENT/DIRECTOR | 0 | $0 |
| CAROL MARKOS N2290 FOLLY LANE, LAKE GENEVA, WI 53147 | VICE PRESIDENT/SEC/TREAS | 0 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS MARKOS N2290 FOLLY LANE, LAKE GENEVA, WI 53147 | PRESIDENT/DIRECTOR | 0 | $0 |
| CAROL MARKOS N2290 FOLLY LANE, LAKE GENEVA, WI 53147 | VICE PRESIDENT/SEC/TREAS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5507, MADISON, WI 53705-0507
- In care of
- % MS STEPHANIE MOTT
- Signed the 990-PF
- DENNIS MARKOS, PRESIDENT
- Phone
- (312) 630-6000
- Return prepared by
- ERNST & YOUNG US 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1836400
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $2,294,374
- Income (IRS master file)
- $515,733
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $255,743 | $148,987 | $2,294,374 | XML |
| 990-PF | June 2024 | $104,078 | $141,164 | $2,187,225 | IRS |
| 990-PF | June 2023 | $241,460 | $164,723 | $2,229,603 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 39-1836400).
Questions about MARKOS FOUNDATION
- What is the EIN of MARKOS FOUNDATION?
- The employer identification number (EIN) of MARKOS FOUNDATION is 39-1836400.
- Is MARKOS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MARKOS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARKOS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARKOS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARKOS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARKOS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARKOS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $255,743, expenses of $148,987 and total assets of $2,294,374 at year end.
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All nonprofits in MADISON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations