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The Summit Beverage Markovich Family Charitable Foundation

  • Wilmington, DE
  • Tax-exempt since June 2012
  • EIN: 45-3668413

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$638k (2024)

Expenses
$189k (2024)

Total Assets
$3.67M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$637,950
Expenses
$188,968
Net Income
$448,982
Net Assets
$3,668,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $400,000
62.7%
Interest Revenue $6,929
1.1%
Dividends $70,286
11.0%
Sales of Assets $142,735
22.4%
Other Income $18,000
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,877
82.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,668,198
Total Liabilities $0
Net Assets $3,668,198
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Dir, Vp) $0 $0
Greg Markovich (Pres, Sec, Dir) $0 $0
Rachel Markovich (Dir, Vp) $0 $0

Document Links

990-PF
Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$374,123
Expenses
$151,075
Net Income
$223,048
Net Assets
$3,219,216
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $300,000
80.2%
Interest Revenue $19,470
5.2%
Dividends $62,103
16.6%
Sales of Assets -$25,450
Other Income $18,000
4.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,246
81.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,219,216
Total Liabilities $0
Net Assets $3,219,216
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Dir, Vp) $0 $0
Greg Markovich (Pres, Sec, Dir) $0 $0
Rachel Markovich (Dir, Vp) $0 $0

Document Links

990-PF
Filed on May 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$454,953
Expenses
$116,548
Net Income
$338,405
Net Assets
$2,996,168
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $400,000
87.9%
Interest Revenue $5,607
1.2%
Dividends $60,858
13.4%
Sales of Assets -$29,512
Other Income $18,000
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,448
77.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,996,168
Total Liabilities $0
Net Assets $2,996,168
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Dir, Vp) $0 $0
Greg Markovich (Pres, Sec, Dir) $0 $0
Rachel Markovich (Dir, Vp) $0 $0

Document Links

990-PF
Filed on April 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$535,274
Expenses
$109,493
Net Income
$425,781
Net Assets
$2,657,763
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $400,000
74.7%
Interest Revenue $53
0.0%
Dividends $52,262
9.8%
Sales of Assets $64,959
12.1%
Other Income $18,000
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,029
75.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,657,763
Total Liabilities $0
Net Assets $2,657,763
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Dir, Vp) $0 $0
Greg Markovich (Pres, Sec, Dir) $0 $0
Rachel Markovich (Dir, Vp) $0 $0

Document Links

990-PF
Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$847,878
Expenses
$76,559
Net Income
$771,319
Net Assets
$2,231,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $800,000
94.4%
Interest Revenue $213
0.0%
Dividends $42,922
5.1%
Sales of Assets $0
Other Income $7,500
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,900
76.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,231,982
Total Liabilities $1
Net Assets $2,231,981
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Dir, Vp) $0 $0
Greg Markovich (Pres, Sec, Dir) $0 $0
Rachel Markovich (Dir, Vp) $0 $0

Document Links

990-PF
Filed on Oct. 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$244,594
Expenses
$74,903
Net Income
$169,691
Net Assets
$1,460,662
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,079
81.8%
Interest Revenue $2,253
0.9%
Dividends $35,654
14.6%
Sales of Assets $6,608
2.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,075
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,460,663
Total Liabilities $1
Net Assets $1,460,662
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Dir, Vp) $0 $0
Greg Markovich (Pres, Sec, Dir) $0 $0
Rachel Markovich (Dir, Vp) $0 $0

Document Links

990-PF
Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$325,096
Expenses
$68,578
Net Income
$256,518
Net Assets
$1,290,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $300,000
92.3%
Interest Revenue $434
0.1%
Dividends $28,537
8.8%
Sales of Assets -$3,875
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,888
91.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,290,972
Total Liabilities $0
Net Assets $1,290,972
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Pres* / Sec* / Vp / Dir) $0 $0
Greg Markovich (Pres / Sec / Dir) $0 $0
Rachel Markovich (Vp / Dir) $0 $0

Document Links

990-PF
Filed on March 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$418,500
Expenses
$26,386
Net Income
$392,114
Net Assets
$1,034,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $395,354
94.5%
Interest Revenue $266
0.1%
Dividends $19,596
4.7%
Sales of Assets $3,284
0.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,611
70.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,034,454
Total Liabilities $0
Net Assets $1,034,454
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Pres, Dir, Sec) $0 $0

Document Links

990-PF
Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$295,297
Expenses
$24,929
Net Income
$270,368
Net Assets
$642,340
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $288,340
97.6%
Interest Revenue $63
0.0%
Dividends $12,521
4.2%
Sales of Assets -$5,627
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,965
96.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $642,340
Total Liabilities $0
Net Assets $642,340
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Pres / Dir / Sec) $0 $0

Document Links

990-PF
Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,859
Expenses
$27,062
Net Income
$34,797
Net Assets
$371,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
80.8%
Interest Revenue $82
0.1%
Dividends $11,777
19.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,804
99.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $371,972
Total Liabilities $0
Net Assets $371,972
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Pres / Dir / Sec) $0 $0

Document Links

990-PF
Filed on June 30, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,800
Expenses
$43,797
Net Income
$78,003
Net Assets
$337,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $115,000
94.4%
Interest Revenue $88
0.1%
Dividends $10,840
8.9%
Sales of Assets -$4,128
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,534
99.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $337,175
Total Liabilities $0
Net Assets $337,175
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Pres / Dir / Sec) $0 $0

Document Links

990-PF
Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,492
Expenses
$44,417
Net Income
-$22,925
Net Assets
$259,172
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $39,000
> 100%
Interest Revenue $67
0.3%
Dividends $11,338
52.8%
Sales of Assets -$28,913
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,233
99.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $259,172
Total Liabilities $0
Net Assets $259,172
Compensation
Key Employees and Officers Compensation Other
Dale Markovich (Pres / Dir / Sec) $0 $0

Document Links

990-PF
Filed on May 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,535
Expenses
$21,438
Net Income
$132,097
Net Assets
$282,096
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
97.7%
Interest Revenue $0
Dividends $3,535
2.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,288
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $282,097
Total Liabilities $1
Net Assets $282,096

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,000
Expenses
$0
Net Income
$150,000
Net Assets
$150,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $150,000
Total Liabilities $0
Net Assets $150,000

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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