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Nonprofit · EIN 39-1836400

MARKOS FOUNDATION

Tax-exempt · MADISON, WI 53705

Financials

$241K$165K2022$104K$141K2023$256K$149K2024
Revenue Expenses · by fiscal year end
Financials of MARKOS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$255,743$148,987$106,756$2,294,374$0$2,294,374
June 30, 2024990-PF$104,078$141,164-$37,086$2,187,225$0$2,187,225
June 30, 2023990-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.

NameTitleHours / weekCompensation
DENNIS MARKOS
N2290 FOLLY LANE, LAKE GENEVA, WI 53147
PRESIDENT/DIRECTOR0$0
CAROL MARKOS
N2290 FOLLY LANE, LAKE GENEVA, WI 53147
VICE PRESIDENT/SEC/TREAS0$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
DENNIS MARKOS
N2290 FOLLY LANE, LAKE GENEVA, WI 53147
PRESIDENT/DIRECTOR0$0
CAROL MARKOS
N2290 FOLLY LANE, LAKE GENEVA, WI 53147
VICE PRESIDENT/SEC/TREAS0$0
990-PF for the year ended June 30, 2023: 2 people
NameTitleHours / weekCompensation
DENNIS MARKOS
N2290 FOLLY LANE, LAKE GENEVA, WI 53147
PRESIDENT/DIRECTOR0$0
CAROL MARKOS
N2290 FOLLY LANE, LAKE GENEVA, WI 53147
VICE PRESIDENT/SEC/TREAS0$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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-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
Assets (IRS master file)
$2,294,374
Income (IRS master file)
$515,733

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$255,743$148,987$2,294,374XML
990-PFJune 2024$104,078$141,164$2,187,225IRS
990-PFJune 2023$241,460$164,723$2,229,603XML
990-PFJune 2022–––IRS
990-PFJune 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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