THE SUMMIT BEVERAGE-MARKOVICH FAMILY CHARITABLE FOUNDATION

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Cite this

Plain text THE SUMMIT BEVERAGE-MARKOVICH FAMILY CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2025. https://furp.org/org/the-summit-beverage-markovich-family-charitable-foundation-453668413. Retrieved 2026-11-04.

APA furp.org. (n.d.). THE SUMMIT BEVERAGE-MARKOVICH FAMILY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2012–2025]. Retrieved November 4, 2026, from https://furp.org/org/the-summit-beverage-markovich-family-charitable-foundation-453668413

MLA “THE SUMMIT BEVERAGE-MARKOVICH FAMILY CHARITABLE FOUNDATION.” furp.org, tax years 2012–2025, https://furp.org/org/the-summit-beverage-markovich-family-charitable-foundation-453668413. Accessed 4 Nov. 2026.

Retrieved 2026-11-04; covers tax years 2012–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $630K · expenses $276K · assets $4.0M

EIN
45-3668413
Address
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 2012 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Dale Markovich Dir, VP2012-2025 1 $0 reported 1
Greg Markovich Pres, Sec, Dir2018-2025 1 $0 reported 1
Rachel Markovich Dir, VP2018-2025 1 $0 reported 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Dir, VP1 $0-$0 $01
Greg Markovich Pres, Sec, Dir1 $0-$0 $01
Rachel Markovich Dir, VP1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres* / Sec* / VP / Dir1 $0-$0 $01
Greg Markovich Pres / Sec / Dir1 $0-$0 $01
Rachel Markovich VP / Dir1 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres, Dir, Sec1 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres / Dir / Sec1 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres / Dir / Sec1 $0-$0 $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres / Dir / Sec1 $0-- $01
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres / Dir / Sec1 $0-- $01
2012 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dale Markovich Pres / Dir / Sec1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 27 grants to organizations · $212K
2024 · 20 grants to organizations · $137K
2023 · 20 grants to organizations · $107K
2022 · 12 grants to organizations · $74K
2021 · 9 grants to organizations · $62K
2020 · 7 grants to organizations · $47K
2019 · 12 grants to organizations · $55K
2018 · 11 grants to organizations · $54K
2017 · 9 grants to organizations · $11K
2016 · 8 grants to organizations · $18K
2015 · 10 grants to organizations · $21K
2014 · 7 grants to organizations · $38K
2013 · 8 grants to organizations · $37K
2012 · 5 grants to organizations · $11K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $300K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $300,000- Form 990PF Sch. B, 2025 · filing
2024 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $400,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $300K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $300,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $400,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $400,000- Form 990PF Sch. B, 2021 · filing
2020 · 2 contributors · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $400,000- Form 990PF Sch. B, 2020 · filing
2 Rocky Mountain Beverage of Montana Person Butte, MT $400,000$400,000 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $200K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $200,079$78 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $300K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $300,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $395K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $395,354$190,498 Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $288K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $288,340$288,340 Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $50,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $115K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $115,000- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $39K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person $39,000- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $150K
#ContributorTypeCity, stateTotalNoncashSource
1 Roach Smith Distributors Inc Person Butte, MT $150,000- Form 990PF Sch. B, 2012 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$629,937$275,648 $4,022,487$4,022,487 $300,000- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$637,950$188,968 $3,668,198$3,668,198 $400,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$374,123$151,075 $3,219,216$3,219,216 $300,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$454,953$116,548 $2,996,168$2,996,168 $400,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$535,274$109,493 $2,657,763$2,657,763 $400,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$847,878$76,559 $2,231,982$2,231,982 $800,000- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$244,594$74,903 $1,460,663$1,460,663 $200,079- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$325,096$68,578 $1,290,972$1,290,972 $300,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$418,500$26,386 $1,034,454$1,034,454 $395,354- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$295,297$24,929 $642,340$642,340 $288,340- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$61,859$27,062 $371,972$371,972 $50,000- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$121,800$43,797 $337,175$337,175 $115,000- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$21,492$44,417 $259,172$259,172 $39,000- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$153,535$21,438 $282,097$282,097 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
COLEMAN FAMILY CHARITABLE FOUNDATIONDET20 $622,120$578,361 Dir, Pres$0 Same NTEE code T20, revenue within 2x, same state, similar name
CARTER FAMILY CHARITABLE FOUNDATION INCDET20 $629,717$84,321 VP$0 Same NTEE code T20, revenue within 2x, same state, similar name
A&B MAC FAMILY FOUNDATIONDET20 $618,721$70,162 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
MARGOLIES FAMILY FOUNDATION INCDET20 $630,591$422,484 Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
DIANE AND STEVE CLARK FAMILY FOUNDATIONDET20 $626,015$348,481 Dir, Sec, Co- Pres$0 Same NTEE code T20, revenue within 2x, same state
KHC FAMILY FOUNDATIONDET20 $662,890$309,458 Dir, Treas$0 Same NTEE code T20, revenue within 2x, same state
YAQUB FAMILY FOUNDATIONDET20 $589,123$405,596 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
JANSEN FAMILY FOUNDATIONDET20 $600,372$493,933 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
MAX AND SELMA KUPFERBERG FAMILY FOUNDATIONDET20 $654,694$535,548 Trustee$0 Same NTEE code T20, revenue within 2x, same state
LOUDERBACK FAMILY FOUNDATIONDET20 $596,483$621,983 Sec$0 Same NTEE code T20, revenue within 2x, same state
THE FORTIN FOUNDATION INCDET20 $628,074$584,229 Sec, Dir$0 Same NTEE code T20, revenue within 2x, same state
MATHENAEUM FOUNDATIONDET20 $668,833$576,576 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
JESSE AND JOAN KUPFERBERG FAMILY FOUNDATIONDET20 $597,172$630,205 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RICHARD BRADY BRUALDI FOUNDATIONDET20 $625,136$195,206 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
THERE IS A LIGHT FOUNDATIONDET20 $614,694$740,617 Sec, Treas, VP$0 Same NTEE code T20, revenue within 2x, same state
CHIPMAN COKER FOUNDATIONDET20 $653,516$401,519 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STRATUS FOUNDATIONDET20 $600,510$447,998 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JILL M WIESNER CHARITABLE TRDET20 $662,173$417,871 TRUSTEE$30,359 Same NTEE code T20, revenue within 2x, same state
DARREN STAR FOUNDATIONDET20 $619,623$407,966 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
R J SALERNO FOUNDATIONDET20 $594,290$235,768 Dir, Pres, Sec$0 Same NTEE code T20, revenue within 2x, same state
SILVER LINING PRIVATE FOUNDATIONDET20 $584,481$469,211 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
MURRAY AND RANDY SAWYER FOUNDATIONDET20 $611,269$99,792 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
EDWARD D CAMMAROTA FOUNDATION INCDET20 $579,115$341,384 Dir, VP$0 Same NTEE code T20, revenue within 2x, same state
QUITIPLAS FOUNDATIONDET20 $666,495$169,486 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
JEROME A FINK FOUNDATIONDET20 $632,151$213,442 VP$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
L E CHARITABLE TRUST Private foundation$2,360,0361 12019–2019 E M CHARITABLE FOUNDATION INC
CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 Private foundation$1,835,4007 12016–2024 BALLKO CHARITABLE FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$816,92512 12012–2023 EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC
HUDSON COMMUNITY FOUNDATION DAF sponsor$7,5001 12014–2014 EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$6,6181 12025–2025 SAWYER FOUNDATION CHARITABLE TR
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$6,0001 12024–2024 SAWYER FOUNDATION CHARITABLE TR

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $275,648 spent · pay $0 · grants $212,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $212,500 77.1%
Fees: other professional $41,041 14.9%
Other expenses $17,264 6.3%
Taxes $4,843 1.8%
Total$275,648100%

View the filing

2024 · Form 990PF · $188,968 spent · pay $0 · grants $137,166 · events $1,800
LineAs describedTotalShare
Contributions, gifts, grants paid $137,166 72.6%
Fees: other professional $31,482 16.7%
Other expenses $17,144 9.1%
Travel, conferences and meetings $1,800 1.0%
Taxes $1,376 0.7%
Total$188,968100%

View the filing

2023 · Form 990PF · $151,075 spent · pay $0 · grants $106,666 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $106,666 70.6%
Fees: other professional $26,870 17.8%
Other expenses $16,614 11.0%
Taxes $925 0.6%
Total$151,075100%

View the filing

2022 · Form 990PF · $116,548 spent · pay $0 · grants $73,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $73,500 63.1%
Fees: other professional $25,129 21.6%
Other expenses $16,950 14.5%
Taxes $969 0.8%
Total$116,548100%

View the filing

2021 · Form 990PF · $109,493 spent · pay $0 · grants $62,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,000 56.6%
Fees: other professional $30,077 27.5%
Other expenses $16,131 14.7%
Taxes $1,285 1.2%
Total$109,493100%

View the filing

2020 · Form 990PF · $76,559 spent · pay $0 · grants $47,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $47,000 61.4%
Fees: other professional $15,821 20.7%
Other expenses $12,077 15.8%
Taxes $1,661 2.2%
Total$76,559100%

View the filing

2019 · Form 990PF · $74,903 spent · pay $0 · grants $55,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $55,350 73.9%
Other expenses $10,115 13.5%
Fees: other professional $8,168 10.9%
Taxes $1,270 1.7%
Total$74,903100%

View the filing

2018 · Form 990PF · $68,578 spent · pay $0 · grants $54,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $54,000 78.7%
Other expenses $9,067 13.2%
Fees: other professional $5,347 7.8%
Taxes $164 0.2%
Total$68,578100%

View the filing

2017 · Form 990PF · $26,386 spent · pay $0 · grants $10,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,850 41.1%
Other expenses $7,913 30.0%
Taxes $5,351 20.3%
Fees: other professional $2,272 8.6%
Total$26,386100%

View the filing

2016 · Form 990PF · $24,929 spent · pay $0 · grants $17,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,750 71.2%
Other expenses $6,390 25.6%
Fees: other professional $555 2.2%
Taxes $234 0.9%
Total$24,929100%

View the filing

2015 · Form 990PF · $27,062 spent · pay $0 · grants $20,667 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,667 76.4%
Other expenses $6,287 23.2%
Taxes $108 0.4%
Total$27,062100%

View the filing

2014 · Form 990PF · $43,797 spent · pay $0 · grants $37,667 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,667 86.0%
Other expenses $6,017 13.7%
Taxes $113 0.3%
Total$43,797100%

View the filing

2013 · Form 990PF · $44,417 spent · pay $0 · grants $36,667 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $36,667 82.6%
Other expenses $5,998 13.5%
Fees: other professional $1,718 3.9%
Taxes $34 0.1%
Total$44,417100%

View the filing

2012 · Form 990PF · $21,438 spent · pay $0 · grants $11,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,000 51.3%
Other expenses $10,438 48.7%
Total$21,438100%

View the filing

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