Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 04-01-2024 , and ending 03-31-2025
Name of foundation
NANCY PEERY MARRIOTT FOUNDATION INC
C/O NANCIE LYNCH
Number and street (or P.O. box number if mail is not delivered to street address)7700 OLD GEORGETOWN ROAD 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-2003744
B Telephone number (see instructions)

(301) 246-0520
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$38,498,209J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 151,195 151,195  
4 Dividends and interest from securities... 368,821 368,821  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,147,019
b Gross sales price for all assets on line 6a 7,602,679
7 Capital gain net income (from Part IV, line 2)... 2,147,019
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
502,583 502,583  
12 Total. Add lines 1 through 11........ 3,169,618 3,169,618  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,589 43,877   55,712
14 Other employee salaries and wages...... 134,358 0   134,358
15 Pension plans, employee benefits....... 56,382 3,443   52,939
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,212 0   2,212
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,400 4,850   14,550
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
145,145 144,528   617
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,053 8,053   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,303 0   8,303
21 Travel, conferences, and meetings....... 1,086 0   1,086
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
78,459 0   78,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 572,987 204,751   348,236
25 Contributions, gifts, grants paid....... 1,562,000 1,562,000
26 Total expenses and disbursements. Add lines 24 and 25 2,134,987 204,751   1,910,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,034,631
b Net investment income (if negative, enter -0-) 2,964,867
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 759,276 776,239 776,239
2 Savings and temporary cash investments......... 1,532,679 1,603,964 1,603,964
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,573,371 Click to see attachment
List of Attached Documents:
// Content
4,401,990 		4,120,782
b Investments—corporate stock (attach schedule)....... 10,349,297 Click to see attachment
List of Attached Documents:
// Content
8,964,233 		12,546,700
c Investments—corporate bonds (attach schedule)....... 1,875,000 Click to see attachment
List of Attached Documents:
// Content
2,375,000 		2,337,851
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,557,711 		Click to see attachment
List of Attached Documents:
// Content
2,557,710 		Click to see attachment
List of Attached Documents:
// Content
17,112,673
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,647,334 20,679,136 38,498,209
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,647,334 20,679,136
29 Total net assets or fund balances (see instructions)..... 19,647,334 20,679,136
30 Total liabilities and net assets/fund balances (see instructions). 19,647,334 20,679,136
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,647,334
2
Enter amount from Part I, line 27a .....................
2
1,034,631
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,681,965
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,829
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,679,136
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES (S/T)      
b PUBLICLY TRADED SECURITIES (L/T)      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,175,517   1,130,845 44,672
b 6,390,554   4,324,815 2,065,739
c 36,608     36,608
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       44,672
b       2,065,739
c       36,608
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,147,019
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 41,212
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 41,212
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 41,212
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 54,885
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,885
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,673
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,673 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA, MD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.NPMFOUNDATION.ORG
14
The books are in care ofright arrowNANCIE LYNCH Telephone no.right arrow (301) 246-0520

Located atright arrow7700 OLD GEORGETOWN ROAD SUITE 800BETHESDAMD ZIP+4right arrow20814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NANCIE LYNCH CHIEF EXECUTIVE OFFICER
8.00 		79,589 6,538 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
JAMES A POULOS SECRETARY
2.00 		20,000 0 0
7701 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
NANCY PEERY MARRIOTT PRESIDENT, TREASURER & DIRECTOR
0.10 		0 0 0
7702 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
RICHARD E MARRIOTT EXECUTIVE VICE PRESIDENT & DIRECTOR
0.10 		0 0 0
7703 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
JULIE ANN MARRIOTT DIRECTOR
0.10 		0 0 0
7704 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
SANDRA PEERY MARRIOTT BERTHA DIRECTOR
0.10 		0 0 0
7705 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
KAREN CHRISTINE MARRIOTT DIRECTOR
0.10 		0 0 0
7706 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
MARY ALICE MARRIOTT HATCH DIRECTOR
0.10 		0 0 0
7707 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RBC WEALTH MANAGEMENT INVESTMENT ADVISORY 144,528
111 ROCKVILLE PIKE SUITE 825
ROCKVILLE,MD20850
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
23,087,072
b
Average of monthly cash balances.......................
1b
2,346,915
c
Fair market value of all other assets (see instructions)................
1c
14,086,500
d
Total (add lines 1a, b, and c).........................
1d
39,520,487
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
39,520,487
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
592,807
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,927,680
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,946,384
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,946,384
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
41,212
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,212
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,905,172
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,905,172
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,905,172
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,910,236
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,910,236
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,905,172
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,487,277
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,910,236
a Applied to 2023, but not more than line 2a 1,487,277
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 422,959
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,482,213
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NANCY PEERY MARRIOTT
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NANCY PEERY MARRIOTT
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AIMS

28 E 69TH STREET
KANSAS CITY,MO64113 		NONE PC SCHOLARSHIPS 5,000

AMERICAN ANTIQUARIAN SOCIETY

185 SALISBURY STREET
WORCESTER,MA01609 		NONE PC MISSION RELATED OPERATIONS 3,000

AMERICAN FESTIVAL CHORUS & ORCHESTRA

PO BOX 4706
LOGAN,UT84323 		NONE PC THE 2026 SPRING PERFORMANCE OF BACH'S B MINOR MASS 20,000

AMERICAN RED CROSS

8550 ARLINGTON BOULEVARD
FAIRFAX,VA22031 		NONE PC THE BLOOD SAVES LIVES PROGRAM 200,000

ARTS FOR LEARNING MARYLAND INC

21 E NORTH AVENUE
BALTIMORE,MD21202 		NONE PC MISSION RELATED OPERATIONS 10,000

ARTS FOR THE AGING

9841 WASHINGTONIAN BLVD SUITE 200-6
GAITHERSBURG,MD20878 		NONE PC MISSION RELATED OPERATIONS 35,000

BAPA'S IMAGINATION STAGE

4908 AUBURN AVENUE
BETHESDA,MD20814 		NONE PC MISSION RELATED OPERATIONS 5,000

BARNSTORMERS INC

PO BOX 434
TAMWORTH,NH03254 		NONE PC MISSION RELATED OPERATIONS 12,000

BRIGHAM AND WOMENS HOSPITAL

BWH DEVELOPMENT OFFICE ATTN GIFT
ADMINISTRATION 263 HUNTINGTON AVENU
BOSTON,MA02115 		NONE PC THE ANN ROMNEY CENTER FOR NEUROLOGIC DISEASES 5,000

BRIGHAM YOUNG UNIVERSITY

BRIGHAM YOUNG UNIVERSITY 1450 N
UNIVERSITY AVENUE
PROVO,UT84604 		NONE PC THE NANCY PEERY MARRIOTT ENDOWED FUNDS: ENDOWED SCHOLARSHIP IN MUSIC AND EXCELLENCE IN EDUCATION AWARD 10,000

CALVARY WOMEN'S SERVICES INC

1217 MARION BARRY AVENUE SE
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 10,000

CARINGMATTERS INC

518 SOUTH FREDERICK AVENUE
GAITHERSBURG,MD20877 		NONE PC MISSION RELATED OPERATIONS 25,000

CHI OMEGA FOUNDATION

3395 PLAYERS CLUB PARKWAY
MEMPHIS,TN38125 		NONE PC MISSION RELATED OPERATIONS ($5,000) AND AN ENDOWMENT ($5,000) 10,000

CHI OMEGA FOUNDATION

3395 PLAYERS CLUB PARKWAY
MEMPHIS,TN38125 		NONE PC THE UNIVERSITY OF UTAHS XI ALPHA SCHOLARSHIP FUND 1,000

COMMUNITY BRIDGES

8757 GEORGIA AVENUE SUITE 540
SILVER SPRING,MD20910 		NONE PC MISSION RELATED OPERATIONS 25,000

DC ARTS & HUMANITIES ED COLLABORATIVE

853 NEW JERSEY AVENUE SUITE 200
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS ($20,000) AND THE A.R.T.S. FUND ($32,500) 52,500

DC YOUTH ORCHESTRA PROGRAM

PO BOX 56417
WASHINGTON,DC20040 		NONE PC MISSION RELATED OPERATIONS 30,000

DISTRICT ALLIANCE FOR SAFE HOUSING (DASH)

PO BOX 91730
WASHINGTON,DC20090 		NONE PC MISSION RELATED OPERATIONS 10,000

FOOD RECOVERY NETWORK

1012 14TH STREET NW SUITE 903
WASHINGTON,DC20005 		NONE PC MISSION RELATED OPERATIONS 25,000

FORD'S THEATRE SOCIETY

514 TENTH STREET NW
WASHINGTON,DC20004 		NONE PC EDUCATIONAL PROGRAMMING 10,000

FREE WHEELCHAIR MISSION

15279 ALTON PARKWAY SUITE 300
IRVINE,CA92618 		NONE PC MISSION RELATED OPERATIONS 10,000

FRIDAY MORNING MUSIC CLUB

755 8TH STREET NW
WASHINGTON,DC20001 		NONE PC MISSION RELATED OPERATIONS ($20,000) AND TO CREATE AN ENDOWMENT FUND FOR ARIOSO CHORALES CONDUCTOR ($20,000) 40,000

GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL

4301 CONNECTICUT AVENUE SUITE M-2
WASHINGTON,DC20008 		NONE PC THE GIRL SCOUT LEADERSHIP EXPERIENCE 50,000

GREAT WATERS MUSIC FESTIVAL INC

PO BOX 488
WOLFEBORO,NH03894 		NONE PC STUDENT SCHOLARSHIPS 10,000

GULFSHORE PLAYHOUSE

2640 GOLDEN GATE PARKWAY SUITE 211
NAPLES,FL34105 		NONE PC MISSION RELATED OPERATIONS 10,000

HEIFETZ INTERNATIONAL MUSIC INSTITUTE

11 SOUTH NEW STREET
STAUTON,VA24401 		NONE PC SCHOLARSHIP AND TUITION ASSISTANCE 20,000

HILLWOOD ESTATE MUSEUM & GARDENS

4155 LINNEAN AVENUE NW
WASHINGTON,DC20008 		NONE PC MISSION RELATED OPERATIONS 10,000

HOPE CONNECTIONS FOR CANCER SUPPORT

10100 LAUREATE WAY
BETHESDA,MD20814 		NONE PC MISSION RELATED OPERATIONS 10,000

JOHNS HOPKINS UNIVERSITY

750 E PRATT STREET SUITE 1700
BALTIMORE,MD21202 		NONE PC THE COMMUNITY CANCER CORPS 50,000

LAPACHO FUND

125 W MAIN STREET SUITE 1090
MIDWAY,UT84049 		NONE PC THE MUSEO DE CIENCIAS (MUCI) 10,000

LEVINE SCHOOL OF MUSIC

2801 UPTON STREET NW
WASHINGTON,DC20008 		NONE PC MISSION RELATED OPERATIONS 10,000

LIFE PIECES TO MASTERPIECES

PO BOX 15127
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 10,000

LIVING CLASSROOMS FOUNDATION

515 M STREET SE SUITE 223
WASHINGTON,DC20003 		NONE PC THE ASCEND THROUGH MUSIC PROGRAM (AMP) 5,000

LONGY SCHOOL OF MUSIC OF BARD COLLEGE

27 GARDEN STREET
CAMBRIDGE,MA02138 		NONE PC THE CHANGEMAKER GALA SPONSORSHIP 10,000

LONGY SCHOOL OF MUSIC OF BARD COLLEGE

27 GARDEN STREET
CAMBRIDGE,MA02138 		NONE PC THE NANCY PEERY MARRIOTT ENDOWED SCHOLARSHIP 10,000

MADISON HOUSE AUTISM FOUNDATION INC

611 ROCKVILLE PIKE SUITE 150
ROCKVILLE,MD20852 		NONE PC MISSION RELATED OPERATIONS 10,000

MENTORS OF MINORITIES IN EDUCATION INC (MOMIE INC)

2616 GEORGIA AVENUE NW
WASHINGTON,DC20001 		NONE PC MISSION RELATED OPERATIONS 10,000

METROPOLITAN OPERA

30 LINCOLN CENTER
NEW YORK,NY10023 		NONE PC THE LINDEMANN YOUNG ARTIST DEVELOPMENT PROGRAM 5,000

MOUNT VERNON LADIES' ASSOCIATION

PO BOX 110
MOUNT VERNON,VA22121 		NONE PC MISSION RELATED OPERATIONS 50,000

NATIONAL CHAMBER ENSEMBLE

1016 S WAYNE STREET UNIT 508
ARLINGTON,VA22204 		NONE PC THE PLAYING WITH THE PROS PROGRAM 20,000

NATIONAL GALLERY OF ART

2000 SOUTH CLUB DRIVE
LANDOVER,MD20785 		NONE PC THE DIRECTOR'S CIRCLE 25,000

NATIONAL MEMORIAL TO THE WOMEN WHO WORKED ON THE HOME FRONT FOUNDATION

3227 VOLTA PLACE NW
WASHINGTON,DC20007 		NONE PC MISSION RELATED OPERATIONS 1,000

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		NONE PC MISSION RELATED OPERATIONS 5,000

NATIONAL SOCIETY OF ARTS & LETTERS DC

2801 NEW MEXICO AVENUE NW APT 1018
WASHINGTON,DC20007 		NONE PC THE AWARD FOR EXCELLENCE IN THE ARTS (AEA) 18,000

NATIONAL SYMPHONY ORCHESTRA

PO BOX 58100
WASHINGTON,DC20037 		NONE PC MISSION RELATED OPERATIONS 10,000

NEWTON-WELLESLEY HOSPITAL

2014 WASHINGTON STREET
NEWTON,MA02462 		NONE PC THE FUND A NEED PLEDGE ($15,000) 15,000

OPERA LAFAYETTE

921 PENNSYLVANIA AVENUE SE
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 5,000

PARTNERS IN HEALTH

800 BOYLSTON STREET SUITE 300
BOSTON,MA02199 		NONE PC THE NAVAJO FVRX PROGRAM 10,000

PASSION AND COMPASSION INC

5600 TAYLOR ROAD
RIVERDALE,MD20737 		NONE PC MISSION RELATED OPERATIONS 12,500

PRESIDENT LINCOLNS COTTAGE AT THE SOLDIERS HOME

3700 N CAPITOL STREET NW BOX 558
WASHINGTON,DC20011 		NONE PC MISSION RELATED OPERATIONS 10,000

PREVENTION OF BLINDNESS SOCIETY OF DC

415 2ND STREET NE SUITE 200
WASHINGTON,DC20002 		NONE PC THE CHILDREN'S VISION HEALTH PROGRAM 5,000

PROJECT CREATE

2208 MARTIN LUTHER KING JR AVENUE
SE
WASHINGTON,DC20020 		NONE PC THE CAPITAL CAMPAIGN AND NAMING OF THE ART AND MUSIC STUDIO 100,000

PROJECT CREATE

2208 MARTIN LUTHER KING JR AVENUE
SE
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 15,000

SHOUT MOUSE PRESS

1638 R STREET NW SUITE 218
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 10,000

SKYLARK VOCAL ENSEMBLE INC

417 CANTITOE STREET
BEDFORD HILLS,NY10507 		NONE PC MISSION RELATED OPERATIONS 10,000

SMITH FARM CENTER FOR HEALING AND THE ARTS

1632 U STREET NW
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 5,000

STRATHMORE HALL FOUNDATION INC

5301 TUCKERMAN LANE
NORTH BETHESDA,MD20852 		NONE PC THE BLOOM ACCESS INITIATIVE 10,000

THE ALS ASSOCIATION

1300 WILSON BOULEVARD SUITE 600
ARLINGTON,VA22209 		NONE PC THE CARE SERVICES PROGRAM 40,000

THE CHILDREN'S CHORUS OF WASHINGTON

4910 MASSACHUSETTS AVENUE NW SUITE
316
WASHINGTON,DC20016 		NONE PC IMPLEMENTING THE EXPAND OUR REACH VISION 10,000

THE HISTORICAL SOCIETY OF WASHINGTON DC

801 K STREET NW
WASHINGTON,DC20001 		NONE PC MISSION RELATED OPERATIONS 10,000

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

111 W 33RD STREET 10TH FLOOR
NEW YORK,NY10001 		NONE PC MISSION RELATED OPERATIONS 25,000

THE NAPLES PLAYERS INC

701 5TH AVENUE SOUTH
NAPLES,FL34102 		NONE PC MISSION RELATED OPERATIONS 10,000

THE PHILLIPS COLLECTION

1600 21ST STREET NW
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 5,000

THE SALVATION ARMY NATIONAL CAPITAL AREA COMMAND

2300 MARTIN LUTHER KING JR AVENUE
SE
WASHINGTON,DC20020 		NONE PC THE TURNING POINT CENTER FOR WOMEN AND CHILDREN 35,000

THEATREZONE

2430 VANDERBILT BEACH ROAD SUITE
108-167
NAPLES,FL34109 		NONE PC MISSION RELATED OPERATIONS 15,000

TRUSTEES OF AMHERST COLLEGE DBD FOLGER SHAKESPEARE LIBRARY

201 E CAPITOL STREET SE
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 10,000

UNIVERSITY OF UTAH

UNIVERSITY OF UTAH ADVANCEMENT
OFFICE PO BOX 58006
SALT LAKE CITY,UT84158 		NONE PC THE SCHOOL OF MUSIC KINGSBURY HALL PARTNERSHIP 50,000

UNIVERSITY OF UTAH

UNIVERSITY OF UTAH ADVANCEMENT
OFFICE PO BOX 58006
SALT LAKE CITY,UT84158 		NONE PC THE NANCY PEERY MARRIOTT ENDOWED FUND FOR SCHOLARSHIP, PERFORMANCE, AND PRODUCTION IN THE FINE ARTS 20,000

UTAH STATE UNIVERSITY - CAINE COLLEGE OF THE ARTS

4060 OLD MAIN HILL
LOGAN,UT84322 		NONE PC ESTABLISHING AN ENDOWED CHAIR, KNOWN AS THE JESSOP CHAIR 10,000

VOCAL ARTS DC

1025 CONNECTICUT AVENUE NW SUITE
1000
WASHINGTON,DC20036 		NONE PC MISSION RELATED OPERATIONS 10,000

WASHINGTON AREA WOMENS FOUNDATION

712 H STREET NE SUITE 1099
WASHINGTON,DC20002 		NONE PC MISSION RELATED OPERATIONS 15,000

WASHINGTON AREA WOMENS FOUNDATION

712 H STREET NE SUITE 1099
WASHINGTON,DC20002 		NONE PC IN SPONSORSHIP OF THE STAND TOGETHER RECEPTION 5,000

WASHINGTON BACH CONSORT

1310 G STREET NW SUITE 740
WASHINGTON,DC20005 		NONE PC MISSION RELATED OPERATIONS 5,000

WASHINGTON PERFORMING ARTS SOCIETY

1400 K STREET NW SUITE 500
WASHINGTON,DC20005 		NONE PC MISSION RELATED OPERATIONS 10,000

WASHINGTON SCHOOL FOR GIRLS

1901 MISSISSIPPI AVENUE SE
WASHINGTON,DC20020 		NONE PC THE CAPITAL CAMPAIGN AND NAMING OF THE LEARNING LAB CLASSROOM ($37,500) AND MISSION RELATED OPERATIONS ($12,500) 50,000

WETA

3939 CAMPBELL AVENUE
ARLINGTON,VA22206 		NONE PC MISSION RELATED OPERATIONS 25,000

WOLF TRAP FOUNDATION

1645 TRAP ROAD
VIENNA,VA22182 		NONE PC WOLF TRAP OPERAS 2025 SEASON 10,000

WOLFEBORO FRIENDS OF MUSIC

BOX 2056
WOLFEBORO,NH03894 		NONE PC THE PART-TIME EXECUTIVE DIRECTORS SALARY ($10,000) AND EDUCATION AWARDS AND PROGRAMS ($7,000) 17,000

WORLD ARTS FOCUS DBA JOES MOVEMENT EMPORIUM

3309 BUNKER HILL ROAD
MOUNT RAINIER,MD20712 		NONE PC THE CRADLE TO CAREER ARTS EDUCATION STRATEGY 15,000

WOUNDED WARRIOR PROJECT

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256 		NONE PC MENTAL HEALTH & WELLNESS PROGRAMS FOR VETERANS 20,000

YMCA OF METROPOLITAN WASHINGTON

1325 W STREET NW SUITE A
WASHINGTON,DC20009 		NONE PC OUT-OF-SCHOOL TIME PROGRAMMING 10,000
Total .................................right arrow 3a 1,562,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 151,195  
4 Dividends and interest from securities ....     14 368,821  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,147,019  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM PASS-THROUGH ENTITIES 		    16 502,500  
bMISCELLANEOUS INCOME     01 83  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,169,618 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,169,618
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,400 4,850   14,550

TY 2024 InvestmentsCorpBondsSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Name of Bond End of Year Book Value End of Year Fair Market Value
RBC FDS TR IMPACT BD FD CL A 1,500,000 1,468,949
JPMORGAN TR I STRATEGIC INCM OPPTYS FD CL A 875,000 868,902

TY 2024 InvestmentsCorpStockSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Name of Stock End of Year Book Value End of Year Fair Market Value
AIRBNB INC CLASS A COMMON STOCK 109,486 83,622
ALPHABET INC CLASS A COMMON STOCK 44,142 108,557
AMAZON.COM INC 178,190 261,798
CADENCE DESIGN SYSTEMS INC 55,367 76,045
CHARLES SCHWAB CORP NEW 21,356 20,901
CHIPOTLE MEXICAN GRILL INC COMMON STOCK 47,153 68,336
DANAHER CORPORATION 74,053 96,145
ECOLAB INC 50,922 61,352
GALLAGHER ARTHUR J & CO 99,265 138,786
GENERAL ELECTRIC COMPANY COMMON STOCK 65,415 73,055
INTUIT INC 90,271 165,777
INTUITIVE SURGICAL INC COM 63,051 63,395
KKR & CO INC COMMON STOCK 116,328 133,530
KLA CORPORATION COMMON STOCK 74,533 73,418
MICROSOFT CORP 146,190 238,748
NVIDIA CORP 47,119 236,919
PROGRESSIVE CORP-OHIO 109,814 148,014
SERVICENOW INC COM 63,583 110,663
THERMO FISHER SCIENTIFIC INC 45,327 63,195
UBER TECHNOLOGIES INC COMMON STOCK 58,318 87,796
VISA INC CL A COMMON STOCK 84,054 156,305
AGILENT TECHNOLOGIES INC 22,545 18,717
ARES MANAGEMENT CORPORATION CLASS A COMMON STOCK 82,038 80,636
CARRIER GLOBAL CORPORATION COMMON STOCK 81,113 76,017
DATADOG INC CLASS A COMMON STOCK 69,640 54,466
DYNATRACE INC COMMON STOCK 73,053 72,705
MARVELL TECHNOLOGY INC COMMON STOCK 74,086 95,864
MONOLITHIC POWER SYS INC 37,187 74,237
MSCI INC 40,185 53,723
TRADE DESK INC (THE) CLASS A COMMON STOCK 87,297 48,372
VERALTO CORPORATION COMMON STOCK 62,987 75,134
VERISK ANALYTICS INC COM 47,037 76,191
WEST PHARMACEUTICAL SVCS INC COM 78,133 84,627
WORKDAY INC CLASS A COMMON STOCK 83,734 75,197
ABBOTT LABORATORIES 105,025 149,231
ADOBE INC COMMON STOCK 110,060 104,320
AIRBNB INC CLASS A COMMON STOCK 119,055 91,865
ALPHABET INC CLASS C CAPITAL STOCK 45,873 120,141
AMAZON.COM INC 188,885 345,322
APPLE INC 65,636 64,196
ELI LILLY & CO 139,180 159,401
MASTERCARD INCORPORATED 97,589 171,013
MICROSOFT CORP 157,546 220,729
NETFLIX INC COM 25,450 87,658
ORACLE CORPORATION 195,177 176,720
SERVICENOW INC COM 39,173 75,633
STARBUCKS CORP 63,939 56,598
THERMO FISHER SCIENTIFIC INC 138,141 121,414
UNITEDHEALTH GROUP INC 35,877 58,660
VISA INC CL A COMMON STOCK 128,926 209,225
COSTAR GROUP INC 47,433 51,262
GARTNER INC 13,159 39,875
MSCI INC 102,410 109,142
PAYCOM SOFTWARE INC 33,202 36,486
WORKDAY INC CLASS A COMMON STOCK 84,794 87,807
ZOETIS INC CL A 147,087 148,679
ACCENTURE PLC IRELAND SHS CL A 60,561 98,293
AON PLC CLASS A ORDINARY SHARES 104,290 104,562
SHOPIFY INC CL A 102,619 142,456
MOODYS CORP 83,334 163,923
O REILLY AUTOMOTIVE INC 18,104 111,741
PROGRESSIVE CORP-OHIO 50,445 155,656
TJX COMPANIES INC NEW 30,888 77,830
VISA INC CL A COMMON STOCK 131,146 297,891
WALT DISNEY CO 94,638 108,570
AUTOZONE INC 78,708 434,657
CUMMINS INC 112,184 266,424
DOMINOS PIZZA INC 152,043 192,969
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 79,992 164,141
NVR INC 58,679 108,666
ROSS STORES INC 163,832 287,528
STRATEGIC EDUCATION INC COMMON STOCK 94,051 92,356
ARCH CAPITAL GROUP LTD 35,229 130,132
ABB LTD SPONSORED ADR 31,422 54,484
ADIDAS AG SPONSORED ADR 16,274 19,663
AIA GROUP LTD SPONSORED ADR 43,937 32,206
AIR LIQUIDE-ADR 19,298 27,356
AIRBUS SE AMERICAN DEPOSITARY RECEIPTS 29,646 39,343
AMADEUS IT GROUP SA AMERICAN DEPOSITARY RECEIPTS 42,172 51,328
ANHEUSER-BUSCH INBEV SA SPONSORED ADR 30,682 27,086
ASHTEAD GROUP PLC ADR 23,478 15,626
ASML HOLDING N V N Y REGISTRY SHS 2012 41,513 39,095
ASTRAZENECA PLC AMERICAN DEPOSITARY SHARES 28,430 45,938
B&M EUROPEAN VALUE RETAIL SA AMERICAN DEPOSITARY 11,313 4,531
BAE SYSTEMS PLC SPONSORED ADR 29,968 36,957
BEIGENE LTD AMERICAN DEPOSITARY SHARES 7,912 13,881
BHP GROUP LIMITED AMERICAN DEPOSITARY SHARES ON 10,491 8,543
BP P L C SPONSORED ADR (FRM BP AMOCO PLC) 23,558 21,321
BRITISH AMERICAN TOBACCO PLC SPONSORED ADR 18,002 18,410
CANADIAN NATIONAL RAILWAY CO 34,498 28,068
CAPGEMINI SE AMERICAN DEPOSITARY RECEIPTS 30,248 23,413
CARLSBERG AS SPONSORED ADR REPRESENTING 24,065 21,556
CHUGAI PHARMACEUTICAL LTD UNSPONSORED ADR 15,698 14,549
DAIICHI SANKYO CO LTD SPONSORED ADR 35,426 28,034
DAIKIN INDS LTD UNSPONSORED ADR 27,891 18,996
DANONE SPONSORED ADR 15,672 20,308
DBS GROUP HOLDINGS LTD SPONSORED ADR 23,671 43,839
DEUTSCHE BANK AG 20,147 30,717
DSV A S AMERICAN DEPOSITARY RECEIPTS UNSPONSORED 26,453 36,270
ENGIE AMERICAN DEPOSITARY RECEIPTS 22,440 32,243
EPIROC AKTIEBOLAG AMERICAN DEPOSITARY RECEIPTS 40,659 40,020
ESSILORLUXOTTICA AMERICAN DEPOSITARY RECEIPTS 31,165 60,061
FERRARI N V COM 15,500 15,832
FUJITSU LTD-ADR NEW 17,893 22,891
GIVAUDAN SA UNSPONSORED ADR 20,344 31,337
HALMA PLC AMERICAN DEPOSITARY SHARES 31,073 28,317
HERMES INTL S A UNSPONSORED ADR 10,003 30,732
HITACHI LTD ADR 20,242 27,610
HONG KONG EXCHANGES & CLEARING LTD UNSPONSORED ADR 23,408 29,958
HOYA CORP SPONSORED ADR 12,219 11,221
IBERDROLA S A SPONSORED ADR REPSTG 1 ORD SHS 15,918 21,625
IMPERIAL BRANDS PLC AMERICAN DEPOSITARY RECEIPTS 24,108 33,430
INDUSTRIA DE DISENO TEXTIL INDITEX SA UNSPONSORED ADR 17,388 39,127
ITOCHU CORP-ADR 26,663 27,412
KEYENCE CORP US LISTED 24,090 30,021
KINGSPAN GROUP PLC UNSPONSORED ADR 3,855 3,845
L OREAL CO-ADR 32,980 34,887
LONDON STK EXCHANGE GROUP AMERICAN DEPOSITARY RECEIPTS 41,233 65,159
LVMH MOET HENNESSY LOUIS VUITTON SA UNSPONSORED ADR 43,859 33,224
MTU AERO ENGINES AG UNSPONSORED ADR 13,626 24,392
MUENCHENER RUECKVERSICHERUNGS 24,395 29,492
NATIONAL GRID PLC AMERICAN DEPOSITARY SHRS EACH 18,896 20,011
NATWEST GROUP PLC AMERICAN DEPOSITARY SHARES 25,215 36,320
NESTLE SA-SPONSORED ADR REPSTG REGD ORD (SF 10 PAR) 47,840 44,531
NINTENDO CO LTD-ADR NEW 16,566 17,933
NITORI HOLDINGS CO LTD AMERICAN DEPOSITARY RECEIPTS 17,525 8,886
NOMURA RESH INST LTD AMERICAN DEPOSITARY RECEIPTS 23,777 27,132
NOVO NORDISK A/S-ADR REPSTG 1/2 CL B SH 30,828 41,664
RECRUIT HOLDINGS CO LTD AMERICAN DEPOSITARY RECEIPTS 14,641 17,123
RELX PLC AMERICAN DEPOSITARY SHARES 33,042 47,637
RHEINMETALL AG UNSPONSORED ADR 8,666 16,243
ROLLS ROYCE HOLDINGS PLC SPONSORED AMERICAN DEPOSITARY 18,001 43,525
ROYAL KPN NV SPONSORED ADR 17,959 21,836
RYANAIR HLDGS PLC SPONSORED ADR NEW 16,971 15,762
SAFRAN SA UNSPONSORED ADR 33,921 66,855
SAP SE SPONSORED ADR 52,835 71,137
SHIN ETSU CHEMICAL CO LTD UNSPONSORED ADR 15,817 15,395
SHOPIFY INC CL A 3,271 10,885
SIKA AG AMERICAN DEPOSITARY SHARE 29,816 26,603
SMC CORP US LISTED 22,497 20,800
SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECH SA ORD REG 20,959 21,451
STRAUMANN HOLDING AG UNSPONSORED ADR 9,472 12,490
SUZUKI MOTOR CORP UNSPONSORED ADR 17,988 18,640
TDK CORP-AMERICAN DEP SHS- 17,482 23,364
TERUMO CORP UNSPONSORED ADR 9,879 11,054
TFI INTL INC COM 11,269 12,160
TOKYO ELECTRON LTD UNSPONSORED ADR 18,625 17,617
TOTALENERGIES SE AMERICAN DEPOSITARY SHS EACH 46,368 49,811
UNICHARM CORP SPONSORED ADR 9,470 7,206
UNICREDIT SPA AMERICAN DEPOSITARY RECEIPTS 29,352 45,004
NETEASE INC SPONSORED ADR 10,712 9,572
TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM 30,760 42,164
TENCENT HOLDINGS LIMITED UNSPONSORED ADR REPRESENTING B 22,343 28,235
FIRST EAGLE GLOBAL FUND CL A 1,069,212 1,307,885

TY 2024 InvestmentsGovtObligationsSch
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
US Government Securities - End of Year Book Value:

4,401,990
US Government Securities - End of Year Fair Market Value:

4,120,782
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LegalFeesSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,212 0   2,212


TY 2024 OtherAssetsSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PERRY/MARRIOTT/PEERY FOUNDATION/NANCY PEERY MARRIOTT FOUNDATION 2,499,968 2,499,968 16,511,869
H TAYLOR PEERY JOINT VENTURE 4,143 4,142 547,204
SECURITY DEPOSITS 53,600 53,600 53,600


TY 2024 OtherDecreasesSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Description Amount
BALANCE SHEET ADJUSTMENTS 2,829


TY 2024 OtherExpensesSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 48 0   48
BUSINESS EXPENSES 71 0   71
COMPUTER SOFTWARE 13,663 0   13,663
EQUIPMENT 23,851 0   23,851
EQUIPMENT RENTAL & MAINTENANCE 2,834 0   2,834
INSURANCE 5,597 0   5,597
MEMBERSHIP DUES 665 0   665
ORGANIZATIONAL EXPENSES 585 0   585
OUTSIDE COMPUTER SERVICES 25,018 0   25,018
POSTAGE & SHIPPING 63 0   63
SUPPLIES 2,309 0   2,309
TELEPHONE & COMMUNICATIONS 3,755 0   3,755


TY 2024 OtherIncomeSchedule2
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PASS-THROUGH ENTITIES 502,500   502,500
MISCELLANEOUS INCOME 83   83


TY 2024 OtherProfessionalFeesSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 144,528 144,528   0
OTHER PROFESSIONAL FEES 617 0   617


TY 2024 TaxesSchedule
Name:
NANCY PEERY MARRIOTT FOUNDATION INC
 
C/O NANCIE LYNCH
EIN:
52-2003744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 8,053 8,053   0
ESTIMATED TAX PAYMENTS 20,000 0   0