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 01-01-2024 , and ending 12-31-2024
Name of foundation
RICHARD E & NANCY P MARRIOTT FOUNDATION
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

52-1953832
B Telephone number (see instructions)

(301) 246-0124
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$124,121,616J 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) 6,971,697
2 Check right arrow.............
3 Interest on savings and temporary cash investments 29,146 29,146  
4 Dividends and interest from securities... 2,299,711 2,299,711  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 644,019
b Gross sales price for all assets on line 6a 4,300,000
7 Capital gain net income (from Part IV, line 2)... 644,019
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).......      
12 Total. Add lines 1 through 11........ 9,944,573 2,972,876  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 241,133 80,250   160,883
14 Other employee salaries and wages...... 164,865 0   164,865
15 Pension plans, employee benefits....... 100,551 0   72,306
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,598 0   2,598
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,000 9,000   27,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
86,014 77,945   8,069
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
42,832 9,158   23,674
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 11,202 0   11,202
21 Travel, conferences, and meetings....... 4,012 0   4,012
22 Printing and publications.......... 85 0   85
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
243,060 153,995   89,065
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 932,352 330,348   563,759
25 Contributions, gifts, grants paid....... 4,248,500 4,248,500
26 Total expenses and disbursements. Add lines 24 and 25 5,180,852 330,348   4,812,259
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,763,721
b Net investment income (if negative, enter -0-) 2,642,528
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............. 8,104,817 2,262,001 2,262,001
2 Savings and temporary cash investments......... 0 4,929,706 4,929,706
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   125,944    
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) 8,491,713 Click to see attachment
List of Attached Documents:
// Content
9,654,614 		9,651,510
b Investments—corporate stock (attach schedule)....... 2,734,959 Click to see attachment
List of Attached Documents:
// Content
2,734,959 		48,520,306
c Investments—corporate bonds (attach schedule)....... 2,162,045 Click to see attachment
List of Attached Documents:
// Content
2,151,286 		2,098,204
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).......... 39,999,271 Click to see attachment
List of Attached Documents:
// Content
39,372,939 		56,201,221
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
457,200 		Click to see attachment
List of Attached Documents:
// Content
458,668 		Click to see attachment
List of Attached Documents:
// Content
458,668
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 62,075,949 61,564,173 124,121,616
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 62,075,949 61,564,173
29 Total net assets or fund balances (see instructions)..... 62,075,949 61,564,173
30 Total liabilities and net assets/fund balances (see instructions). 62,075,949 61,564,173
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
62,075,949
2
Enter amount from Part I, line 27a .....................
2
4,763,721
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,822,699
4
Add lines 1, 2, and 3 ..........................
4
68,662,369
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,098,196
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,564,173
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      
b CAPITAL GAINS DISTRIBUTIONS (S/T) P    
c CAPITAL GAINS DISTRIBUTIONS (L/T) P    
d LOSS ON PARTNERSHIP INVESTMENTS P    
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 4,300,000   4,297,220 2,780
b       244,216
c       510,576
d       -113,553
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       2,780
b       244,216
c       510,576
d       -113,553
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 2 644,019
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 36,731
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 36,731
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 36,731
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,855
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 37,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,355
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 33,624
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow33,624 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 arrowMD
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.REMNPMFOUNDATION.ORG
14
The books are in care ofright arrowNANCIE LYNCH Telephone no.right arrow (301) 246-0124

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)
Yes
 
(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
 
No
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
RICHARD E MARRIOTT PRESIDENT & DIRECTOR
0.10 		0 0 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
NANCY P MARRIOTT DIRECTOR
0.10 		0 0 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
RALPH W HARDY JR DIRECTOR (THRU 12/4)
0.10 		0 0 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
NANCIE LYNCH CEO/TREASURER/SECRETARY
15.00 		150,624 18,626 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
JIM POULOS ASSISTANT TREASURER
0.80 		20,000 0 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
TOM DIGENNO ASSISTANT SECRETARY
7.00 		70,509 12,217 0
7700 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
MEREDITH ASBURY EXECUTIVE ASSISTANT
40.00 		71,907 12,329 0
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814
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
HARBOR INVESTMENT ADVISORY LLC INVESTMENT ADVISORY 77,945
2330 WEST JOPPA ROAD SUITE 160
LUTHERVILLE,MD21093
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
109,871,773
b
Average of monthly cash balances.......................
1b
5,406,297
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
115,278,070
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
115,278,070
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,729,171
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
113,548,899
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,677,445
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
5,677,445
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
36,731
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
36,731
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,640,714
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,640,714
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
5,640,714
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
4,812,259
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
4,812,259
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 5,640,714
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 4,164,297
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$ 4,812,259
a Applied to 2023, but not more than line 2a 4,164,297
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..... 647,962
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 .......... 		4,992,752
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).)
RICHARD E 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.
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

ACADEMY FOR CREATING ENTERPRISE

PO BOX 299
LEHI,UT84043 		NONE PC THE ACADEMY FOR CREATING ENTERPRISE MISSION RELATED OPERATIONS 10,000

ALF ENGEN SKI MUSEUM FOUNDATION

PO BOX 980187
PARK CITY,UT84098 		NONE PC MISSION RELATED OPERATIONS 2,000

AMERICAN HEART ASSOCIATION

1910 W UNIVERSITY DRIVE SUITE 205
TEMPE,AZ85281 		NONE PC THE PHOENIX HEART BALL 25,000

APPLETREE INSTITUTE

1801 MISSISSIPPI AVENUE SE THIRD
FLOOR
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 73,454

APPLETREE INSTITUTE

1801 MISSISSIPPI AVENUE SE THIRD
FLOOR
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 1,546

A WIDER CIRCLE

10325 KENSINGTON PARKWAY
KENSINGTON,MD20895 		NONE PC THE BULK DONATION PROGRAM 47,489

A WIDER CIRCLE

10325 KENSINGTON PARKWAY
KENSINGTON,MD20895 		NONE PC THE BULK DONATION PROGRAM 2,511

A WIDER CIRCLE

10325 KENSINGTON PARKWAY
KENSINGTON,MD20895 		NONE PC THE NEIGHBORHOOD PARTNERSHIPS PROGRAM IN THE WASHINGTON HIGHLANDS COMMUNITY 47,819

A WIDER CIRCLE

10325 KENSINGTON PARKWAY
KENSINGTON,MD20895 		NONE PC THE NEIGHBORHOOD PARTNERSHIPS PROGRAM IN THE WASHINGTON HIGHLANDS COMMUNITY 2,181

BALD PEAK COMMUNITY FUND

PO BOX 201
MELVIN VILLAGE,NH03850 		NONE PC MISSION RELATED OPERATIONS 2,000

BEACON HOUSE COMMUNITY MINISTRY INC

PO BOX 29629
WASHINGTON,DC20017 		NONE PC MISSION RELATED OPERATIONS 20,000

BETHESDA-CHEVY CHASE RESCUE SQUAD

5020 BATTERY LANE
BETHESDA,MD20814 		NONE PC MISSION RELATED OPERATIONS 2,000

BRIDGES FROM SCHOOL TO WORK INC

7750 WISCONSIN AVENUE
BETHESDA,MD20814 		NONE PC MISSION RELATED OPERATIONS 37,667

BRIDGES FROM SCHOOL TO WORK INC

7750 WISCONSIN AVENUE
BETHESDA,MD20814 		NONE PC MISSION RELATED OPERATIONS 2,333

BRIYA PUBLIC CHARTER SCHOOL

2333 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 175,000

BUILDING BRIDGES ACROSS THE RIVER

1901 MISSISSIPPI AVENUE SE SUITE
101
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 194,701

BUILDING BRIDGES ACROSS THE RIVER

1901 MISSISSIPPI AVENUE SE SUITE
101
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 5,299

BYU IDAHO-SCHOLARSHIPS

FINANCIAL AID OFFICE 100 KIMBALL
BUILDING
REXBURG,ID83460 		NONE PC FALL 2024 SCHOLARSHIP APPLICATION 1,000

BYU PROVO-SCHOLARSHIPS

OFF CAMPUS SCHOLARSHIPS A-41 ASB
PROVO,UT84602 		NONE PC FALL 2024 SCHOLARSHIP APPLICATION 3,000

BYU PROVO-SCHOLARSHIPS

OFF CAMPUS SCHOLARSHIPS A-41 ASB
PROVO,UT84602 		NONE PC FALL 2024 SCHOLARSHIP APPLICATION 2,000

BYU PROVO-SCHOLARSHIPS

OFF CAMPUS SCHOLARSHIPS A-41 ASB
PROVO,UT84602 		NONE PC FALL 2024 SCHOLARSHIP APPLICATION 3,500

BYU PROVO-SCHOLARSHIPS

OFF CAMPUS SCHOLARSHIPS A-41 ASB
PROVO,UT84602 		NONE PC SPRING 2024 SCHOLARSHIP 3,500

BYU PROVO-SCHOLARSHIPS

OFF CAMPUS SCHOLARSHIPS A-41 ASB
PROVO,UT84602 		NONE PC SPRING 2024 SCHOLARSHIP 3,500

BYU PROVO-SCHOLARSHIPS

OFF CAMPUS SCHOLARSHIPS A-41 ASB
PROVO,UT84602 		NONE PC FALL 2023 SCHOLARSHIP 3,500

C&O CANAL TRUST INC

142 W POTOMAC STREET
WILLIAMSPORT,MD21795 		NONE PC MISSION RELATED OPERATIONS 12,000

CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT

8001 RIVER ROAD
BETHESDA,MD20817 		NONE PC MISSION RELATED OPERATIONS 2,000

CAPITA SOCIAL INC

100 W WASHINGTON STREET SUITE 200
GREENVILLE,SC29601 		NONE PC BUILDING A NEXT-GENERATION CHILD CARE POLICY 48,081

CAPITA SOCIAL INC

100 W WASHINGTON STREET SUITE 200
GREENVILLE,SC29601 		NONE PC BUILDING A NEXT-GENERATION CHILD CARE POLICY 1,919

CARINGMATTERS INC

518 SOUTH FREDERICK AVENUE
GAITHERSBURG,MD20877 		NONE PC MISSION RELATED OPERATIONS 12,000

CHILDREN'S LAW CENTER

501 3RD STREET NW 8TH FLOOR
WASHINGTON,DC20001 		NONE PC MISSION RELATED OPERATIONS ($50,000) AND THE PARTNERSHIP WITH MAMATOTO VILLAGE ($125,000) 171,435

CHILDREN'S LAW CENTER

501 3RD STREET NW 8TH FLOOR
WASHINGTON,DC20001 		NONE PC MISSION RELATED OPERATIONS ($50,000) AND THE PARTNERSHIP WITH MAMATOTO VILLAGE ($125,000) 3,565

CHRIST CHURCH PRINCE GEORGES PARISH

107 SOUTH WASHINGTON STREET
ROCKVILLE,MD20850 		NONE PC THE CES ANNUAL FUNDRAISER 500

CHRISTIAN CENTER OF PARK CITY

PO BOX 683480
PARK CITY,UT84068 		NONE PC MISSION RELATED OPERATIONS 23,812

CHRISTIAN CENTER OF PARK CITY

PO BOX 683480
PARK CITY,UT84068 		NONE PC MISSION RELATED OPERATIONS 1,188

CITYWORKS DC

600 NEW HAMPSHIRE AVENUE NW 8TH
FLOOR
WASHINGTON,DC20037 		NONE PC MISSION RELATED OPERATIONS 150,000

DC CENTRAL KITCHEN INC

PO BOX 417406
BOSTON,MA02241 		NONE PC TRAINING PROGRAMS FOR YOUNG ADULTS AND MOTHERS OF YOUNG CHILDREN 57,356

DC CENTRAL KITCHEN INC

PO BOX 417406
BOSTON,MA02241 		NONE PC TRAINING PROGRAMS FOR YOUNG ADULTS AND MOTHERS OF YOUNG CHILDREN 2,644

DC FAMILY CHILD CARE ASSOCIATION

6100 CHILLUM PLACE NE
WASHINGTON,DC20011 		NONE PC MISSION RELATED OPERATIONS 10,000

DC SCORES

1140 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036 		NONE PC THE JUNIOR SCORES PROGRAM 30,000

DISTRICT OF COLUMBIA STUDENTS CONSTRUCTION TRADES FOUNDATION INC

4001 BRANDYWINE STREET NW 4TH FLOOR
WASHINGTON,DC20016 		NONE PC FOR CTE PROGRAM AND INTERNSHIPS 35,000

DON BOSCO CRISTO REY HIGH SCHOOL AND CORPORATE WORK STUDY PROGRAM

1010 LARCH AVENUE
TAKOMA PARK,MD20912 		NONE PC THE CORPORATE WORK STUDY PROGRAM (CWSP) 47,905

DON BOSCO CRISTO REY HIGH SCHOOL AND CORPORATE WORK STUDY PROGRAM

1010 LARCH AVENUE
TAKOMA PARK,MD20912 		NONE PC THE CORPORATE WORK STUDY PROGRAM (CWSP) 2,095

EASTER SEALS SERVING DC MD VA INC

1420 SPRING STREET SILVER SPRING MD
20910
SILVER SPRING,MD20910 		NONE PC THE NEW AND UPDATED CURRICULA AND FOR STAFF TRAINING DIRECTLY RELATED TO THE NEW MATERIAL 37,856

EASTER SEALS SERVING DC MD VA INC

1420 SPRING STREET SILVER SPRING MD
20910
SILVER SPRING,MD20910 		NONE PC THE NEW AND UPDATED CURRICULA AND FOR STAFF TRAINING DIRECTLY RELATED TO THE NEW MATERIAL 2,144

EDUCARE DC

640 ANACOSTIA AVENUE NE
WASHINGTON,DC20019 		NONE PC MISSION RELATED OPERATIONS 33,280

EDUCARE DC

640 ANACOSTIA AVENUE NE
WASHINGTON,DC20019 		NONE PC MISSION RELATED OPERATIONS 1,720

EMPOWERED

3814 KANSAS AVENUE NW
WASHINGTON,DC20011 		NONE PC MISSION RELATED OPERATIONS 60,000

FOREVER YOUNG FOUNDATION

1424 S STAPLEY DRIVE
MESA,AZ85204 		NONE PC MISSION RELATED OPERATIONS 10,000

FRIENDS OF THE WOLFEBORO COMMUNITY BANDSTAND INC

PO BOX 2055
WOLFEBORO,NH03894 		NONE PC MISSION RELATED OPERATIONS 500

GENERATION HOPE

1401 OKIE STREET NE SUITE 300
WASHINGTON,DC20002 		NONE PC THE NEXT GENERATION ACADEMY & CAREER SERVICES 40,000

GENESYS WORKS

609 H STREET NE SUITE 500
WASHINGTON,DC20002 		NONE PC MISSION RELATED OPERATIONS 50,000

GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL

4301 CONNECTICUT AVENUE SUITE M-2
WASHINGTON,DC20008 		NONE PC MISSION RELATED OPERATIONS 12,000

GOODWILL OF GREATER WASHINGTON

1140 3RD STREET NE SUITE 350
WASHINGTON,DC20002 		NONE PC MISSION RELATED OPERATIONS 20,000

GREATER WASHINGTON COMMUNITY FOUNDATION

1325 G STREET NW SUITE 480
WASHINGTON,DC20005 		NONE PC IN SPONSORSHIP OF THE CELEBRATION OF PHILANTHROPY 10,000

HARVARD BUSINESS SCHOOL

HARVARD BUSINESS SCHOOL PO BOX
412275
BOSTON,MA02241 		NONE PC MISSION RELATED OPERATIONS 5,000

HOLTON-ARMS SCHOOL

7303 RIVER ROAD
BETHESDA,MD20817 		NONE PC MISSION RELATED OPERATIONS 2,000

HOMELESS CHILDREN'S PLAYTIME PROJECT

1525 NEWTON STREET NW
WASHINGTON,DC20010 		NONE PC MISSION RELATED OPERATIONS 23,918

HOMELESS CHILDREN'S PLAYTIME PROJECT

1525 NEWTON STREET NW
WASHINGTON,DC20010 		NONE PC MISSION RELATED OPERATIONS 1,082

HORTON'S KIDS

2233 HUNTER PL SE
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 57,462

HORTON'S KIDS

2233 HUNTER PL SE
WASHINGTON,DC20020 		NONE PC MISSION RELATED OPERATIONS 2,538

HOUSE OF RUTH

5 THOMAS CIRCLE NW
WASHINGTON,DC20005 		NONE PC THE KIDSPACE CHILD AND FAMILY DEVELOPMENT CENTER 150,000

IDENTITY INC

415 EAST DIAMOND AVENUE
GAITHERSBURG,MD20877 		NONE PC WORKFORCE DEVELOPMENT (WFD) PROGRAMMING 110,000

INSPIRED CHILD

3133 DUMBARTON STREET NW
WASHINGTON,DC20007 		NONE PC MISSION RELATED OPERATIONS 146,741

INSPIRED CHILD

3133 DUMBARTON STREET NW
WASHINGTON,DC20007 		NONE PC MISSION RELATED OPERATIONS 3,259

JUBILEE JOBS INC

2712 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 25,000

JUBILEE JUMPSTART

2525 ONTARIO ROAD NW GROUND FLOOR
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 25,000

JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

919 18TH STREET NW SUITE 900
WASHINGTON,DC20006 		NONE PC THE IMPLEMENTATION OF 3DE CONSULTANCIES 20,000

JUNIOR ACHIEVEMENT OF THE EASTERN SHORE

301 TILGHMAN ROAD SUITE 101
SALISBURY,MD21804 		NONE PC THE JA INSPIRE PROGRAM 20,000

KINGSWOOD YOUTH CENTER

PO BOX 697
WOLFEBORO FALLS,NH03896 		NONE PC MISSION RELATED OPERATIONS 6,000

KIPP DC

2600 VIRGINIA AVENUE NW SUITE 900
WASHINGTON,DC20037 		NONE PC THE KIPP FORWARD PROGRAM 97,771

KIPP DC

2600 VIRGINIA AVENUE NW SUITE 900
WASHINGTON,DC20037 		NONE PC THE KIPP FORWARD PROGRAM 2,229

KITCHEN OF PURPOSE

918 SOUTH LINCOLN STREET SUITE 2
ARLINGTON,VA22204 		NONE PC MISSION RELATED OPERATIONS 35,000

LEADERSHIP GREATER WASHINGTON

1602 L STREET NW SUITE 950
WASHINGTON,DC20036 		NONE PC MISSION RELATED OPERATIONS 10,000

LEADERSHIP GREATER WASHINGTON

1602 L STREET NW SUITE 950
WASHINGTON,DC20036 		NONE PC THE RISING LEADERS PROGRAM 10,000

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22324
NEW YORK,NY10087 		NONE PC ALICE CAROLINE MARRIOTT'S STUDENT VISIONARIES OF THE YEAR WASHINGTON DC FUNDRAISER 2,500

LIFE ASSET INC

2448A 18TH STREET NW
WASHINGTON,DC20009 		NONE PC THE MICROLOAN AND SMALL BUSINESS TRAINING PROGRAM 20,000

LITTLE LIGHTS URBAN MINISTRIES

760 7TH STREET SE
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 48,494

LITTLE LIGHTS URBAN MINISTRIES

760 7TH STREET SE
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 1,506

MADISON HOUSE AUTISM FOUNDATION INC

611 ROCKVILLE PIKE SUITE 150
ROCKVILLE,MD20852 		NONE PC MISSION RELATED OPERATIONS 6,000

MAMATOTO VILLAGE

4315 SHERIFF ROAD NE
WASHINGTON,DC20019 		NONE PC MISSION RELATED OPERATIONS 125,000

MARTHA'S TABLE

PO BOX 70970
WASHINGTON,DC20024 		NONE PC THE EARLY CHILDHOOD EDUCATION PROGRAM 98,652

MARTHA'S TABLE

PO BOX 70970
WASHINGTON,DC20024 		NONE PC THE EARLY CHILDHOOD EDUCATION PROGRAM 1,348

MARY'S CENTER FOR MATERNAL AND CHILD CARE INC

2333 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PC THE NURSE FAMILY PARTNERSHIP (NFP) HOME VISITING PROGRAM 150,000

MENTORS INTERNATIONAL

290 NORTH FLINT STREET SUITE A
KAYSVILLE,UT84037 		NONE PC MISSION RELATED OPERATIONS 10,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVENUE NW
WASHINGTON,DC20037 		NONE PC MISSION RELATED OPERATIONS 55,000

NATIONAL ABILITY CENTER

PO BOX 682799
PARK CITY,UT84060 		NONE PC NATIONAL ABILITY CENTERS CAMPAIGN FOR A FUTURE OF POSSIBILITY 47,841

NATIONAL ABILITY CENTER

PO BOX 682799
PARK CITY,UT84060 		NONE PC NATIONAL ABILITY CENTERS CAMPAIGN FOR A FUTURE OF POSSIBILITY 2,159

NATIONAL ABILITY CENTER

PO BOX 682799
PARK CITY,UT84060 		NONE PC MISSION RELATED OPERATIONS 12,000

NATIONAL ACADEMY FOUNDATION

169 MADISON AVENUE SUITE 2797
NEW YORK,NY10016 		NONE PC WASHINGTON, DC CAREER ACADEMY MISSION RELATED OPERATIONS 57,921

NATIONAL ACADEMY FOUNDATION

169 MADISON AVENUE SUITE 2797
NEW YORK,NY10016 		NONE PC WASHINGTON, DC CAREER ACADEMY MISSION RELATED OPERATIONS 2,079

NATIONAL RESTAURANT ASSOCIATION EDUCATIONAL FOUNDATION

2055 L STREET NW SUITE 700
WASHINGTON,DC20036 		NONE SO I MISSION RELATED OPERATIONS 12,000

NEW FUTURES

609 H STREET NE SUITE 500
WASHINGTON,DC20002 		NONE PC MISSION RELATED OPERATIONS 50,000

ON-RAMPS TO CAREERS

THE YARD 700 PENNSYLVANIA AVENUE SE
SUITE 2103
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 40,000

PARK CITY COMMUNITY FOUNDATION

1918 PROSPECTOR AVENUE
PARK CITY,UT84060 		NONE PC THE SKI UTAH SCHOOL PROGRAM 15,000

PARK CITY HISTORICAL SOCIETY & MUSEUM

PO BOX 555
PARK CITY,UT84060 		NONE PC FRIENDS OF MOUNTAIN MINING HISTORY 25,000

PARK CITY HISTORICAL SOCIETY & MUSEUM

PO BOX 555
PARK CITY,UT84060 		NONE PC MISSION RELATED OPERATIONS 4,969

PARK CITY HISTORICAL SOCIETY & MUSEUM

PO BOX 555
PARK CITY,UT84060 		NONE PC MISSION RELATED OPERATIONS 1,031

PATHWAYS TO HOUSING DC

1151 BLADENSBURG ROAD NE SUITE 101
WASHINGTON,DC20002 		NONE PC MISSION RELATED OPERATIONS 27,952

PATHWAYS TO HOUSING DC

1151 BLADENSBURG ROAD NE SUITE 101
WASHINGTON,DC20002 		NONE PC MISSION RELATED OPERATIONS 2,048

PEACE HOUSE INC

700 ROUND VALLEY DRIVE SUITE 115
PARK CITY,UT84068 		NONE PC MISSION RELATED OPERATIONS 23,673

PEACE HOUSE INC

700 ROUND VALLEY DRIVE SUITE 115
PARK CITY,UT84068 		NONE PC MISSION RELATED OPERATIONS 1,327

PER SCHOLAS INC

1400 SPRING STREET SUITE 501
SILVER SPRING,MD20910 		NONE PC THE IT JOB TRAINING PROGRAM 47,639

PER SCHOLAS INC

1400 SPRING STREET SUITE 501
SILVER SPRING,MD20910 		NONE PC THE IT JOB TRAINING PROGRAM 2,361

POTOMAC FALLS NATURE CONSERVATION AND EDUCATIONAL ASSOCIATION INC

14 STANMORE CT
POTOMAC,MD20854 		NONE PC MISSION RELATED OPERATIONS 1,000

PRINCE GEORGE'S CHILD RESOURCE CENTER INC

9475 LOTTSFORD ROAD
LARGO,MD20774 		NONE PC MISSION RELATED OPERATIONS 20,000

REACH EDUCATION INC

300 M STREET SE SUITE 803
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 85,000

READING PARTNERS

3939 BENNING ROAD NE
WASHINGTON,DC20019 		NONE PC MISSION RELATED OPERATIONS 38,272

READING PARTNERS

3939 BENNING ROAD NE
WASHINGTON,DC20019 		NONE PC MISSION RELATED OPERATIONS 1,728

RESTAURANT ASSOCIATION METROPOLITAN WASHINGTON

2112 PENNSYLVANIA AVE NW SUITE 450
WASHINGTON DC 20037
WASHINGTON,DC20037 		NONE PC HOSTING THE PROSTART INVITATIONAL IN WASHINGTON DC 25,000

RISING STAR OUTREACH

PO BOX 970552
OREM,UT84097 		NONE PC MISSION RELATED OPERATIONS ($12,000) AND THE HOPE IS RISING FUNDRAISER ($8,000) 20,000

SASHA BRUCE YOUTHWORK

741 8TH STREET SE
WASHINGTON,DC20003 		NONE PC EDUCATION AND WORKFORCE PROGRAMMING 20,000

SIBLEY MEMORIAL HOSPITAL FOUNDATION

5255 LOUGHBORO ROAD NW
WASHINGTON,DC20016 		NONE PC MISSION RELATED OPERATIONS 6,000

SITAR ARTS CENTER

1700 KALORAMA ROAD NW SUITE 101
WASHINGTON,DC20009 		NONE PC EDUCATIONAL AND WORK FORCE DEVELOPMENT PROGRAMS 15,000

SOME INC

71 O STREET NW
WASHINGTON,DC20001 		NONE PC THE CENTER FOR EMPLOYMENT TRAINING 20,000

SOS OUTREACH

PO BOX 2020
AVON,CO81620 		NONE PC MISSION RELATED OPERATIONS 10,000

SOUTHERN VIRGINIA UNIVERSITY - SCHOLARSHIP

STUDENT FINANCIAL SERVICES 1
UNIVERSITY HILL DRIVE
BUENA VISTA,VA24416 		NONE PC FALL 2024 RETURNING SCHOLARSHIP APPLICATION 5,000

SOUTHERN VIRGINIA UNIVERSITY - SCHOLARSHIP

STUDENT FINANCIAL SERVICES 1
UNIVERSITY HILL DRIVE
BUENA VISTA,VA24416 		NONE PC SPRING 2024 SCHOLARSHIP 3,500

SOUTHERN VIRGINIA UNIVERSITY - SCHOLARSHIP

STUDENT FINANCIAL SERVICES 1
UNIVERSITY HILL DRIVE
BUENA VISTA,VA24416 		NONE PC SPRING 2024 SCHOLARSHIP 3,500

SOUTHERN VIRGINIA UNIVERSITY - SCHOLARSHIP

STUDENT FINANCIAL SERVICES 1
UNIVERSITY HILL DRIVE
BUENA VISTA,VA24416 		NONE PC FALL 2023 SCHOLARSHIP APPLICATION 5,000

SPARK THE JOURNEY

609 H STREET NE SUITE 500
WASHINGTON,DC20007 		NONE PC MISSION RELATED OPERATIONS 50,000

SPUR LOCAL

80 M STREET SE SUITE 100
WASHINGTON,DC20003 		NONE PC MISSION RELATED OPERATIONS 15,000

ST ALBANS

MOUNT SAINT ALBAN
WASHINGTON,DC20016 		NONE PC ST. ALBANS SCHOOL'S ANNUAL GIVING CAMPAIGN 6,000

THE ALS ASSOCIATION

1300 WILSON BOULEVARD SUITE 600
ARLINGTON,VA22209 		NONE PC MISSION RELATED OPERATIONS 6,000

THE FAMILY PLACE INC

3309 16TH STREET NW
WASHINGTON,DC20010 		NONE PC MISSION RELATED OPERATIONS 62,024

THE FAMILY PLACE INC

3309 16TH STREET NW
WASHINGTON,DC20010 		NONE PC MISSION RELATED OPERATIONS 2,976

THE LITERACY LAB

1400 16TH STREET NW SUITE 410
WASHINGTON,DC20036 		NONE PC MISSION RELATED OPERATIONS 60,000

THE MULTICULTURAL SPANISH SPEAKING PROVIDERS ASSOCIATION (MSSPA)

5331 COLORADO AVENUE NW
WASHINGTON,DC20011 		NONE PC CAPACITY-BUILDING EFFORTS 25,000

THE OASIS INSTITUTE

MACYS HOME STORE WESTFIELD
MONTGOMERY MALL 7125 DEMOCRACY BOUL
BETHESDA,MD20817 		NONE PC THE OASIS INTERGENERATIONAL TUTORING PROGRAM 17,500

THE PLATFORM OF HOPE A PROJECT OF SOCIAL GOOD FUND

1640 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PC MISSION RELATED OPERATIONS 125,000

THE TRAINING SOURCE INC

59 YOST PLACE
SEAT PLEASANT,MD20743 		NONE PC MISSION RELATED OPERATIONS 30,000

TIN MOUNTAIN CONSERVATION CENTER

1245 BALD HILL ROAD
ALBANY,NH03818 		NONE PC MISSION RELATED OPERATIONS 3,000

TUFTONBORO FIRE FIGHTERS ASSOCIATION

PO BOX 437
MELVIN VILLAGE,NH03850 		NONE PC MISSION RELATED OPERATIONS 2,000

US SKI AND SNOWBOARD FOUNDATION

1 VICTORY LANE BOX 100
PARK CITY,UT84060 		NONE PC MISSION RELATED OPERATIONS 5,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION

7805 REGENTS DRIVE SUITE 2300
COLLEGE PARK,MD20742 		NONE PC DO GOOD MOVEMENT FELLOWSHIP FUND (21-23360) TO SUPPORT THE GRADUATE CERTIFICATE IN NONPROFIT LEADERSHIP AND MANAGEMENT 48,081

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION

7805 REGENTS DRIVE SUITE 2300
COLLEGE PARK,MD20742 		NONE PC DO GOOD MOVEMENT FELLOWSHIP FUND (21-23360) TO SUPPORT THE GRADUATE CERTIFICATE IN NONPROFIT LEADERSHIP AND MANAGEMENT 1,919

URBAN ALLIANCE FOUNDATION

2030 Q STREET NW
WASHINGTON,DC20009 		NONE PC PROGRAMMING TO SUPPORT URBAN ALLIANCE ALUMNI 60,000

URBAN ED INC

PO BOX 15398
WASHINGTON,DC20003 		NONE PC PROGRAMMING FOR YOUTH AND WOMEN 47,819

URBAN ED INC

PO BOX 15398
WASHINGTON,DC20003 		NONE PC PROGRAMMING FOR YOUTH AND WOMEN 2,181

UTAH STATE UNIVERSITY-SCHOLARSHIPS

LB 410033 USU SCHOLARSHIPS OFFICE
PO BOX 35146
SEATTLE,WA98124 		NONE PC SPRING 2023 SCHOLARSHIP 750

UTAH STATE UNIVERSITY-SCHOLARSHIPS

LB 410033 USU SCHOLARSHIPS OFFICE
PO BOX 35146
SEATTLE,WA98124 		NONE PC SPRING 2023 SCHOLARSHIP 750

WASHINGTON AREA WOMENS FOUNDATION

712 H STREET NE SUITE 1099
WASHINGTON,DC20002 		NONE PC THE EARLY CARE AND EDUCATION FUNDERS COLLABORATIVE 70,000

WOLFEBORO AREA CHILDREN'S CENTER

180 S MAIN STREET
WOLFEBORO,NH03894 		NONE PC MISSION RELATED OPERATIONS 6,000

WOLFEBORO AREA RECREATION ASSOCIATION

PO BOX 838
WOLFEBORO,NH03894 		NONE PC MISSION RELATED OPERATIONS 6,000

YEAR UP INC

609 H STREET NE SUITE 500
WASHINGTON,DC20002 		NONE PC NCR PROGRAMMING 50,000

YEAR UP INC

609 H STREET NE SUITE 500
WASHINGTON,DC20002 		NONE PC THE TALENT FOR TOMORROW ALLIANCE 47,616

YEAR UP INC

609 H STREET NE SUITE 500
WASHINGTON,DC20002 		NONE PC THE TALENT FOR TOMORROW ALLIANCE 2,384

YOUTH SPORTS ALLIANCE

PO BOX 681698
PARK CITY,UT84068 		NONE PC MISSION RELATED OPERATIONS 10,000
Total .................................right arrow 3a 4,248,500
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 29,146  
4 Dividends and interest from securities ....     14 2,299,711  
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 ............ 		    18 644,019  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,972,876 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,972,876
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
RICHARD E & NANCY P MARRIOTT FOUNDATION
C/O NANCIE LYNCH
Employer identification number

52-1953832
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RICHARD E & NANCY P MARRIOTT FOUNDATION
C/O NANCIE LYNCH 		Employer identification number
52-1953832
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
RICHARD E MARRIOTT
7700 OLD GEORGETOWN ROAD SUITE 800
 
BETHESDA, MD20814

$ 6,971,697


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
RICHARD E & NANCY P MARRIOTT FOUNDATION
C/O NANCIE LYNCH 		Employer identification number

52-1953832
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 25236 SHS MAR (MARRIOTT INTERNATIONAL, INC.) $ 6,971,697  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
RICHARD E & NANCY P MARRIOTT FOUNDATION
C/O NANCIE LYNCH 		Employer identification number

52-1953832
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 36,000 9,000   27,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Name of Bond End of Year Book Value End of Year Fair Market Value
VISA INC 3.15% 12/14/2025 505,580 494,210
APPLE INC 3.25% 02/23/2026 974,480 987,940
BELLSOUTH TELECOM 6.375% 06/01/2028 121,442 118,844
BELLSOUTH CORP 7.875% 02/15/2030 98,175 92,618
BELLSOUTH CORP 6% 11/15/2034 201,609 184,737
GE AEROSPACE 4.15% 06/15/2037 250,000 219,855

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLSTATE CORP COM 793,497 4,112,210
AMGEN INC COM 909,650 2,926,726
HOST HOTELS & RESORTS INC COM 1,031,812 4,903,410
MARRIOTT INTL INC NEW CL A 0 36,577,960

TY 2024 InvestmentsGovtObligationsSch
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
US Government Securities - End of Year Book Value:

9,441,530
US Government Securities - End of Year Fair Market Value:

9,445,425
State & Local Government Securities - End of Year Book Value:


213,084
State & Local Government Securities - End of Year Fair Market Value:


206,085


TY 2024 InvestmentsOtherSchedule2
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS PRIVATE EQUITY (IMPACT) AT COST 595,212 976,708
REACH CAPITAL AT COST 623,628 1,580,872
HALCYON FUND AT COST 348,069 444,471
HALCYON FUND II AT COST 128,051 127,968
OWL VENTURES II AT COST 697,938 1,501,992
OWL VENTURES III AT COST 789,861 896,002
OWL VENTURES IV AT COST 834,588 891,555
OWL VENTURES V AT COST 383,897 379,111
OWL VENTURES OPP FUND II AT COST 377,928 410,290
PARENT POWERED AT COST 1,000,000 1,000,000
ACCELERO AT COST 1,003,165 1,293,476
RETHINK IMPACT AT COST 1,904 113
BOSTON TRUST SMID CAP AT COST 2,048,750 2,265,327
CALVERT SMALL-CAP I AT COST 3,564,532 5,216,655
GOLDMAN SACHS US EQ DIV AND PREM INSTL AT COST 3,581,818 4,735,548
JPMORGAN HEDGED EQUITY I AT COST 3,580,166 6,348,665
PARNASSUS MID CAP INSTITUTIONAL AT COST 3,274,266 4,028,974
ISHARES MSCI EAFE ETF AT COST 4,339,459 4,914,650
ISHARES PREFERRED & INCOME SECURITIES ETF AT COST 710,580 581,640
SPDR S&P 600 SMALL CAP VALUE ETF AT COST 1,999,956 2,449,108
VANGUARD HIGH DIVIDEND YIELD INDEX ETF AT COST 2,928,818 4,607,275
VANGUARD MID-CAP VALUE ETF AT COST 3,560,096 5,394,221
VANGUARD GROWTH ETF AT COST 3,000,257 6,156,600

TY 2024 LegalFeesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,598 0   2,598


TY 2024 OtherAssetsSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PARENTPOWERED PBC PRI 350,000 350,000 350,000
SECURITY DEPOSIT 107,200 107,200 107,200
DISTRIBUTION RECEIVABLE   1,468 1,468


TY 2024 OtherDecreasesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Description Amount
TIMING 126,499
CONTRIBUTED STOCK ADJUSTED TO TAX BASIS 6,971,697


TY 2024 OtherExpensesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 801 420   381
COMPUTER SOFTWARE & MAINTENANCE 39,286 0   39,286
EQUIPMENT LEASE 2,834 0   2,834
FIXED ASSET PURCHASE 23,852 0   23,852
INSURANCE 7,172 0   7,172
MEMBERSHIP DUES 4,515 0   4,515
POSTAGE, SHIPPING, DELIVERY 232 0   232
STAFF DEVELOPMENT & RELATIONS 332 0   332
SUPPLIES 4,484 0   4,484
TELEPHONE & TELECOMMUNICATIONS 5,977 0   5,977
PARTNERSHIP INVESTMENT EXPENSES FROM SCHEDULE K-1 153,575 153,575   0


TY 2024 OtherIncreasesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Description Amount
FMV ADJUSTMENT ON CONTRIBUTED SECURITIES 1,822,699


TY 2024 OtherProfessionalFeesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 77,945 77,945   0
OTHER PROFESSIONAL FEES 8,069 0   8,069


TY 2024 TaxesSchedule
Name:
RICHARD E & NANCY P MARRIOTT FOUNDATION
 
C/O NANCIE LYNCH
EIN:
52-1953832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAX PAYMENTS 10,000 0   0
FOREIGN TAX PAID 9,158 9,158   0
PAYROLL TAXES 23,674 0   23,674