Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE J WILLARD AND ALICE S MARRIOTT
FOUNDATION
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
BETHESDA
State or province
MD
Country  
ZIP or foreign postal code
20814
A Employer identification number

52-6068678
B Telephone number (see instructions)

2409565010
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,466,545,770J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,394,255 19,394,255  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,894,018
b Gross sales price for all assets on line 6a 68,730,744
7 Capital gain net income (from Part IV, line 2)... 15,894,018
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
93,718 0 0
12 Total. Add lines 1 through 11........ 35,381,991 35,288,273 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 823,600 188,393 0 635,207
14 Other employee salaries and wages...... 1,066,805 27,191 0 1,039,614
15 Pension plans, employee benefits....... 429,462 52,757 0 376,705
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
202,192 5,019 0 197,173
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,266 13,557 0 18,709
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
456,335 241,017 0 215,318
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
723,073 122,252 0 0
19 Depreciation (attach schedule) and depletion... 31,232 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 47,218 4,384 0 42,834
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
281,163 68,865 0 208,780
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,093,346 723,435 0 2,734,340
25 Contributions, gifts, grants paid....... 58,745,941 58,745,941
26 Total expenses and disbursements. Add lines 24 and 25 ................ 62,839,287 723,435 0 61,480,281
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,457,296
b Net investment income (if negative, enter -0-) 34,564,838
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 13,845,255 37,797,942 37,797,942
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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) 1,382,133
Less: allowance for doubtful accounts 0 2,017,105 1,382,133 1,382,133
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 122,252,551 Click to see attachment
List of Attached Documents:
// Content
122,215,150 		123,481,790
b Investments—corporate stock (attach schedule)....... 243,996,961 Click to see attachment
List of Attached Documents:
// Content
241,291,117 		1,258,160,542
c Investments—corporate bonds (attach schedule)....... 29,190,565 Click to see attachment
List of Attached Documents:
// Content
18,049,006 		17,819,509
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 22,315,989 Click to see attachment
List of Attached Documents:
// Content
21,019,230 		27,188,050
14 Land, buildings, and equipment: basis 216,601
Less: accumulated depreciation (attach schedule) 53,797 194,036 162,804 162,804
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
703,000 		Click to see attachment
List of Attached Documents:
// Content
553,000 		Click to see attachment
List of Attached Documents:
// Content
553,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 434,515,462 442,470,382 1,466,545,770
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 ) Click to see attachment
List of Attached Documents:
// Content
12,276 		Click to see attachment
List of Attached Documents:
// Content
3,044
23 Total liabilities (add lines 17 through 22)......... 12,276 3,044
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,326,064 2,326,064
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 432,177,122 440,141,274
29 Total net assets or fund balances (see instructions)..... 434,503,186 442,467,338
30 Total liabilities and net assets/fund balances (see instructions). 434,515,462 442,470,382
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
434,503,186
2
Enter amount from Part I, line 27a .....................
2
-27,457,296
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
35,490,237
4
Add lines 1, 2, and 3 ..........................
4
442,536,127
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
68,789
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
442,467,338
Form 990-PF (2025)
Form 990-PF (2025)
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 CAPITAL GAIN DISTRIBUTIONS P    
b HARBOR (PERSHING) #1008 P    
c HARBOR (PERSHING) #1008 P    
d 591.079 SH SKYBRIDGE P    
e 533.953 SH SKYBRIDGE P    
(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 13,498,568     13,498,568
b 6,869,248   6,723,104 146,144
c 47,090,752   44,816,863 2,273,889
d 606,197   670,700 -64,503
e 665,979   626,059 39,920
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       13,498,568
b       146,144
c       2,273,889
d       -64,503
e       39,920
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 15,894,018
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 3 146,144
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 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) 1 480,451
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........................... 3 480,451
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- ..... 5 480,451
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 420,000
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.............. 7 420,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 60,451
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
DC
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 2025 or the taxable year beginning in 2025? 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.JWASMARRIOTTFOUNDATION.ORG
14
The books are in care ofMIEKA WICK CEO Telephone no. (240) 956-5010

Located at7700 OLD GEORGETOWN ROAD 800BETHESDAMD ZIP+420814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(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 .........
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
MIEKA WICK CHIEF EXECUTIVE OFFICER
40.00 		558,517 86,020 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
MICHELLE LOGSDON CHIEF FINANCIAL OFFICER
40.00 		265,084 72,763 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
JULIE ANN MARRIOTT TRUSTEE
3.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
DEBORAH MARRIOTT HARRISON TRUSTEE
3.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
RICHARD E MARRIOTT TRUSTEE
3.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
J WILLARD MARRIOTT JR TRUSTEE
2.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
SANDRA PEERY MARRIOTT BERTHA TRUSTEE
1.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
DAVID SHEETS MARRIOTT TRUSTEE
2.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
ASHLEY SAMUELIAN TRUSTEE
1.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
KAREN CHRISTINE MARRIOTT TRUSTEE
1.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
ALICE MARRIOTT HALES TRUSTEE
1.00 		0 0 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
NICOLE MARRIOTT AVERY TRUSTEE
1.00 		0 0 0
7700 OLD GEORGETOWN RD 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
ANDREA BALLANCE CHIEF OF STAFF
40.00 		302,062 50,037 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
ANAND DHOLAKIA PROGRAM DIRECTOR
40.00 		182,727 60,161 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
JENNIFER LAWRENCE PROGRAM DIRECTOR
40.00 		184,829 32,561 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
SONNIE THUO GRANTS MANAGER
40.00 		107,480 47,559 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
CARMEN WONG PROGRAM DIRECTOR
40.00 		81,190 28,645 0
7700 OLD GEORGETOWN RD SUITE 800
BETHESDA,MD20814
Total number of other employees paid over $50,000................... 7
Form 990-PF (2025)
Form 990-PF (2025)
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 SERVICES 217,942
2330 WEST JOPPA ROAD SUITE 160
LUTHERVILLE,MD21093
FAEGRE DRINKER BIDDLE & REATH LLP LEGAL SERVICES 178,500
1500 K STREET NW SUITE 1100
WASHINGTON,DC20005
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,332,378,087
b
Average of monthly cash balances.......................
1b
11,876,106
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,344,254,193
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
34,772,707
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,344,254,193
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,163,813
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,324,090,380
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
66,204,519
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
66,204,519
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
480,451
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
480,451
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
65,724,068
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
65,724,068
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
65,724,068
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, line 26, column (d) ..........
1a
61,480,281
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
61,480,281
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 65,724,068
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 60,503,126
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 61,480,281
a Applied to 2024, but not more than line 2a 60,503,126
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 2025 distributable amount..... 977,155
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		64,746,913
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

A WIDER CIRCLE

10325 KENSINGTON PKWY 70
KENSINGTON,MD20895 		    GENERAL OPERATING SUPPORT 100,000

ACADEMY FOR CREATING ENTERPRISE

PO BOX 299
LEHI,UT84043 		    GENERAL OPERATING SUPPORT 25,000

ACTIVE MINDS

2001 S STREET NW 700
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 350,000

AMERICAN ENDOWMENT FOUNDATION

5700 DARROW ROAD SUITE 118
HUDSON,OH44236 		    THE J. WILLARD & ALICE S. MARRIOTT CHARITABLE FUND 3,950,761

APPLETREE INSTITUTE FOR EDUCATION INNOVATION

1801 MISSISSIPPI AVE SE 3RD FLOOR
WASHINGTON,DC20020 		    EARLY CHILDHOOD MENTAL HEALTH DOE MATCHING GRANT 375,000

BELOVED COMMUNITY INCUBATOR

1640 COLUMBIA ROAD NW
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 175,000

BETHESDA-CHEVY CHASE RESCUE SQUAD

5020 BATTERY LANE
BETHESDA,MD20814 		    GENERAL OPERATING SUPPORT 50,000

BREAD FOR THE CITY

1525 7TH STREET NW
WASHINGTON,DC20001 		    GENERAL OPERATING SUPPORT 500,000

BRIDGES FROM SCHOOL TO WORK

7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814 		    GENERAL OPERATING SUPPORT 5,050,000

BRIGHAM YOUNG MANAGEMENT SOCIETY OF DC

730 TNRB
PROVO,UT84602 		    EVENT SUPPORT 20,000

BRIGHT BEGINNINGS INC

3418 4TH STREET SE
WASHINGTON,DC20032 		    GENERAL OPERATING SUPPORT 175,000

BRIYA PUBLIC CHARTER SCHOOL

100 GALLATIN ST NE
WASHINGTON,DC20011 		    EARLY CHILDHOOD WORKFORCE AND EDUCATION PROGRAMS 150,000

BUILDING BRIDGES ACROSS THE RIVER

1901 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		    VIEW STRONG PARTNERSHIP 470,000

BUILDING BRIDGES ACROSS THE RIVER

1901 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		    GENERAL OPERATING SUPPORT 150,000

CALIFORNIA STATE POLYTECHNIC UNIVERSITY (CAL POLY POMONA)

THE COLLINS COLLEGE OF HOSPITALITY
MANAGEMENT 3801 WEST TEMPLE AVENUE
POMONA,CA917684083 		    COLLINS COLLEGE OF HOSPITALITY MANAGEMENT RENOVATION PROJECT 250,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		    CAPITAL CAMPAIGN (FACILITY) 148,222

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		    GENERAL OPERATING SUPPORT 595,827

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		    FRUITS & VEGETABLES FUND 375,000

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL

1100 HARVARD STREET NW
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 200,000

CHANGE SUMMER

119 W 72ND STREET SUITE 187
NEW YORK,NY10023 		    GENERAL OPERATING SUPPORT FOR D.C. 200,000

CHILDREN'S LAW CENTER

501 3RD STREET NW 8TH FLOOR
WASHINGTON,DC20001 		    TENACITY & TRANSFORMATION CAMPAIGN 500,000

CHILDREN'S LAW CENTER

501 3RD STREET NW 8TH FLOOR
WASHINGTON,DC20001 		    GENERAL OPERATING SUPPORT 365,000

CHILDREN'S NATIONAL HOSPITAL FOUNDATION

1 INVENTA SQUARE 6TH FLOOR
SILVER SPRING,MD20910 		    GENERAL OPERATING SUPPORT - FAMILY LIFESTYLE PROGRAM DC 1,018,492

CHILDREN'S NATIONAL HOSPITAL FOUNDATION

1 INVENTA SQUARE 6TH FLOOR
SILVER SPRING,MD20910 		    EARLY CHILDHOOD INNOVATION NETWORK (ECIN) 1,000,000

CITYWORKS DC

650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001 		    HOSPITALITY TALENT PIPELINE PILOT 200,000

COLLEGETRACKS

8737 COLESVILLE RD SUITE 1010
SILVER SPRING,MD20910 		    GENERAL OPERATIONS 75,000

COMMUNITY OF HOPE

4 ATLANTIC STREET SW
WASHINGTON,DC20032 		    GENERAL OPERATING SUPPORT 475,000

COMMUNITY OF HOPE

4 ATLANTIC STREET SW
WASHINGTON,DC20032 		    MATERNAL AND CHILD HEALTHCARE 333,333

DC CENTRAL KITCHEN

2121 FIRST STREET SW
WASHINGTON,DC20024 		    GENERAL OPERATING SUPPORT AND DC CULINARY JOB TRAINING PROGRAM COHORT 333,334

DC COLLEGE ACCESS PROGRAM

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 500,000

DIGITAL PIONEERS ACADEMY

709 12TH ST SE
WASHINGTON,DC20003 		    MENTAL HEALTH AND WELLNESS SUPPORTS 300,000

DISTRIBUTIVE EDUCATION CLUBS OF AMERICA (DECA)

1908 ASSOCIATION DRIVE
RESTON,VA20191 		    HOSPITALITY CAREERS PROGRAM 100,000

DON BOSCO CRISTO REY HIGH SCHOOL

1010 LARCH AVENUE
TAKOMA PARK,MD20912 		    MENTAL HEALTH SUPPORTS 75,000

DOUGLASS COMMUNITY LAND TRUST

1231 MARION BARRY AVE SE
WASHINGTON,DC20020 		    GENERAL OPERATING SUPPORT 250,000

DREAMING OUT LOUD

80 M STREET SE C/O WE WORK
WASHINGTON,DC20003 		    FOOD IS MEDICINE 250,000

EDUCARE DC

640 ANACOSTIA AVENUE NE
WASHINGTON,DC200191509 		    GENERAL OPERATING SUPPORT 175,000

EVERYDAY CANVASSING

10023 DALLAS AVE
SILVER SPRING,MD20901 		    GENERAL OPERATING SUPPORT 100,000

EVERYMIND

1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		    GENERAL OPERATING SUPPORT 250,000

FOOD & FRIENDS

219 RIGGS ROAD NE
WASHINGTON,DC20011 		    CAPITAL CAMPAIGN: NOURISH TOGETHER 333,333

FOOD & FRIENDS

219 RIGGS ROAD NE
WASHINGTON,DC20011 		    GENERAL OPERATING SUPPORT 200,000

GEORGE WASHINGTON UNIVERSITY

2129 EYE STREET NW
WASHINGTON,DC20052 		    DC CONSORTIUM FOR MENTAL WELLNESS AND BEHAVIORAL HEALTH IN SCHOOLS 750,000

GEORGETOWN UNIVERSITY THRIVE CENTER FOR CHILDREN FAMILIES AND COMMUNITIES

2115 WISCONSIN AVENUE NW 6TH FLOOR
WASHINGTON,DC20007 		    EARLY CHILDHOOD INNOVATION NETWORK (ECIN) 700,000

GEORGETOWN UNIVERSITY THRIVE CENTER FOR CHILDREN FAMILIES AND COMMUNITIES

2115 WISCONSIN AVENUE NW 6TH FLOOR
WASHINGTON,DC20007 		    MARRIOTT ENDOWED PROFESSORSHIP FOR CHILD AND FAMILY DEVELOPMENT 1,000,000

GREATER DC DIAPER BANK

5614 CONNECTICUT AVE NW 285
WASHINGTON,DC20015 		    GENERAL OPERATING SUPPORT 250,000

GREATER WASHINGTON COMMUNITY FOUNDATION - MARRIOTT DISASTER RELIEF FUND (MA

PO BOX 49010
BALTIMORE,MD212974910 		    MARRIOTT DISASTER RELIEF FUND 2,000,000

HABITAT FOR HUMANITY METRO MARYLAND

8380 COLESVILLE ROAD SUITE 600
SILVER SPRING,MD20910 		    HOME PRESERVATION PROGRAM 75,000

HABITAT FOR HUMANITY OF WASHINGTON DC & NORTHERN VIRGINIA

4245 N FAIRFAX DRIVE SUITE 650
ARLINGTON,VA22203 		    GENERAL OPERATING SUPPORT 100,000

HOUSE OF RUTH

5 THOMAS CIRCLE 4TH FLOOR NW
WASHINGTON,DC200054153 		    GENERAL OPERATING SUPPORT 200,000

HUGGINS HOSPITAL

240 SOUTH MAIN STREET
WOLFEBORO,NH038940912 		    EXPANDING ACCESS IN INTERNAL MEDICINE 404,000

HUGGINS HOSPITAL

240 SOUTH MAIN STREET
WOLFEBORO,NH038940912 		    MRI EQUIPMENT AND RENOVATIONS 1,000,000

HUGGINS HOSPITAL

240 SOUTH MAIN STREET
WOLFEBORO,NH038940912 		    TELEPSYCHIATRY SERVICES 192,883

HUNTSMAN CANCER FOUNDATION

500 HUNTSMAN WAY
SALT LAKE CITY,UT84108 		    CAPITAL SUPPORT 200,000

HUNTSMAN MENTAL HEALTH FOUNDATION

500 S HUNTSMAN WAY
SALT LAKE CITY,UT84108 		    K-12 BRAIN HEALTH CURRICULUM 1,000,000

IDENTITY INC

620 EAST DIAMOND AVE SUITE K
GAITHERSBURG,MD20877 		    GENERAL OPERATING SUPPORT 200,000

IDENTITY INC

620 EAST DIAMOND AVE SUITE K
GAITHERSBURG,MD20877 		    TRANSFORMATIONAL CAMPAIGN 250,000

IDENTITY INC

620 EAST DIAMOND AVE SUITE K
GAITHERSBURG,MD20877 		    EXPANDING K-12 PEER-LED MENTAL HEALTH GROUPS 197,192

IMPACT SILVER SPRING

8807 COLESVILLE ROAD LOWER LEVEL
SILVER SPRING,MD20910 		    GENERAL OPERATING SUPPORT 150,000

INTERFAITH WORKS INC

981 ROLLINS AVENUE 2ND FLOOR
ROCKVILLE,MD20852 		    GENERAL OPERATING SUPPORT 300,000

JUBILEE HOUSING INC

1631 EUCLID STREET NW P-5
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 250,000

JUBILEE JUMPSTART

2525 ONTARIO ROAD NW GROUND FLOOR
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 100,000

MAMATOTO VILLAGE

4315 SHERIFF RD NE
WASHINGTON,DC20019 		    PERINATAL COMMUNITY HEALTH WORKER PROGRAM 300,000

MAMATOTO VILLAGE

4315 SHERIFF RD NE
WASHINGTON,DC20019 		    CAPITAL CAMPAIGN: MOVEMENT OF COLLECTIVE CARE 100,000

MANNA FOOD CENTER

12301 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		    GENERAL OPERATING SUPPORT 100,000

MARTHA'S TABLE INC

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		    COMMUNITY IMPACT FUND 500,000

MARTHA'S TABLE INC

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		    GENERAL OPERATING SUPPORT 200,000

MARYLAND FOOD BANK

2200 HALETHORPE FARMS ROAD
BALTIMORE,MD21227 		    GENERAL OPERATING SUPPORT 200,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		    SO GLAD YOU ASKED PODCAST AND ONLINE PLATFORM 444,429

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		    POST-PARTUM DEPRESSION PILOT PROGRAM 650,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		    MARRIOTT FAMILY ATRIUM 8,000,000

MEDSTAR HEALTH RESEARCH INSTITUTE

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		    DCP SDOH INNOVATION AND RESILIENCE FUND 1,250,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVENUE NW
WASHINGTON,DC200372637 		    GENERAL OPERATING SUPPORT 250,000

MONTGOMERY COUNTY CHILDREN'S OPPORTUNITY ALLIANCE

1801 ROCKVILLE PIKE SUITE 320
ROCKVILLE,MD20852 		    GENERAL OPERATING SUPPORT 100,000

MONTGOMERY COUNTY FOOD COUNCIL

4825 CORDELL AVE SUITE 204
BETHESDA,MD20814 		    GENERAL OPERATING SUPPORT 50,000

MONTGOMERY COUNTY RENTERS ALLIANCE

PO BOX 7773
SILVER SPRING,MD20907 		    GENERAL OPERATING SUPPORT 75,000

N STREET VILLAGE

1333 N STREET NW
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 300,000

N STREET VILLAGE

1333 N STREET NW
WASHINGTON,DC20005 		    EVENT SUPPORT 25,000

NATIONAL RESTAURANT ASSOCIATION EDUCATIONAL FOUNDATION

2055 L STREET NW SUITE 700
WASHINGTON,DC20036 		    PROSTART AND RESTAURANT READY 300,000

NEW YORK UNIVERSITY SCHOOL OF PROFESSIONAL STUDIES

JONATHAN M TISCH CENTER OF
HOSPITALITY
NEW YORK,NY10003 		    HOSPITALITY WORKFORCE APPRENTICESHIP PROGRAM 1,000,000

OUR MINDS MATTER

1550 WILSON BLVD SUITE 700 215
ARLINGTON,VA22209 		    GENERAL OPERATING SUPPORT 175,000

PROJECT EQUITY

1203 PRESERVATION PARK WAY SUITE
304
OAKLAND,CA94612 		    DMV EMPLOYEE OWNERSHIP EXPANSION 275,000

PURDUE UNIVERSITY

1031 HOVDE HALL ROOM 200
WEST LAFAYETTE,IN479071031 		    WHITE-LODGING - J.W. MARRIOTT, JR. SCHOOL OF HTM 100,000

ROCKETSHIP PUBLIC SCHOOLS

4250 MASSACHUSETTS AVE SE
WASHINGTON,DC20019 		    D.C. AREA MENTAL WELLNESS AND COMMUNITY ENGAGEMENT 250,000

SCOTLAND AME ZION CHURCH

10902 SEVEN LOCKS ROAD
POTOMAC,MD20854 		    2ND CENTURY PROJECT 200,000

SIBLEY MEMORIAL HOSPITAL FOUNDATION

5255 LOUGHBORO ROAD NW
WASHINGTON,DC200162695 		    RESILIENCE NURSE 104,135

SOME INC

60 O STREET NW
WASHINGTON,DC200011290 		    GENERAL OPERATING SUPPORT 200,000

STATESMEN COLLEGE PREPARATORY ACADEMY FOR BOYS

4600 LIVINGSTON RD SE 2ND FLOOR
WASHINGTON,DC20032 		    THE WELL: SCHOOL-BASED COMPREHENSIVE WELLNESS AND MENTAL HEALTH PROGRAM 350,000

SUBURBAN HOSPITAL FOUNDATION

8600 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		    EMERGENCY DEPARTMENT EXPANSION 1,500,000

THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS

1450 NORTH UNIVERSITY
PROVO,UT84604 		    BYU - PATHWAY WORLDWIDE - LAUNCH WAGES 500,000

THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS

1450 NORTH UNIVERSITY
PROVO,UT84604 		    GENERAL MISSIONARY FUND 620,000

THE COALITION (FORMERLY CNHED)

727 15TH ST NW SUITE 600
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 350,000

THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS

PO BOX 101510
ARLINGTON,VA22210 		    GENERAL OPERATING SUPPORT 50,000

THE UNIVERSITY OF UTAH

201 PRESIDENTS CIRCLE
SALT LAKE CITY,UT84112 		    THE J.W. MARRIOTT, JR. INSTITUTE - CAPITAL 5,000,000

THE UNIVERSITY OF UTAH

201 PRESIDENTS CIRCLE
SALT LAKE CITY,UT84112 		    THE J.W. MARRIOTT, JR. INSTITUTE - OPERATING FUND 880,000

UNITY HEALTH CARE INC

1100 NEW JERSEY AVE SE SUITE 500
WASHINGTON,DC20003 		    EVENT SUPPORT 10,000

UNITY HEALTH CARE INC

1100 NEW JERSEY AVE SE SUITE 500
WASHINGTON,DC20003 		    MENTAL HEALTH FELLOWSHIP 850,000

UNITY HEALTH CARE INC

1100 NEW JERSEY AVE SE SUITE 500
WASHINGTON,DC20003 		    FOOD PHARMACY 1,075,000

WASHINGTON AREA WOMEN'S FOUNDATION INC

712 H STREET NE SUITE 1099
WASHINGTON,DC20002 		    EARLY CARE AND EDUCATION FUNDER'S COLLABORATIVE 100,000

WASHINGTON HOUSING CONSERVANCY

1310 L STREET NW SUITE 325
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 1,000,000

WEBER STATE UNIVERSITY

1265 VILLAGE DRIVE DEPT 4018
OGDEN,UT844084018 		    THE J. WILLARD MARRIOTT, SR. CATALYST ACCESS SCHOLARSHIP ENDOWMENT FUND 500,000

WEBER STATE UNIVERSITY

1265 VILLAGE DRIVE DEPT 4018
OGDEN,UT844084018 		    THE J. WILLARD MARRIOTT, SR. CATAPULT COMPLETION SCHOLARSHIP ENDOWMENT FUND 500,000

WORKSOURCE MONTGOMERY INC

1801 ROCKVILLE PIKE SUITE 320
ROCKVILLE,MD20852 		    COMMUNITY WORKFORCE NETWORK 2.0 850,000
Total ................................. 3a 58,745,941
bApproved for future payment

ACTIVE MINDS
2001 S STREET NW 700
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 700,000

BRIDGES FROM SCHOOL TO WORK
7700 OLD GEORGETOWN ROAD SUITE 800
BETHESDA,MD20814 		    GENERAL OPERATING SUPPORT 10,000,000

BRIGHT BEGINNINGS INC
3418 4TH STREET SE
WASHINGTON,DC20032 		    GENERAL OPERATING SUPPORT 175,000

BRIYA PUBLIC CHARTER SCHOOL
100 GALLATIN ST NE
WASHINGTON,DC20011 		    EARLY CHILDHOOD WORKFORCE AND EDUCATION PROGRAMS 150,000

BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		    VIEW STRONG PARTNERSHIP 940,000

CHANGE SUMMER
119 W 72ND STREET SUITE 187
NEW YORK,NY10023 		    GENERAL OPERATING SUPPORT FOR D.C. 100,000

CHILDREN'S LAW CENTER
501 3RD STREET NW 8TH FLOOR
WASHINGTON,DC20001 		    TENACITY & TRANSFORMATION CAMPAIGN 700,000

CHILDREN'S NATIONAL HOSPITAL FOUNDATION
1 INVENTA SQUARE 6TH FLOOR
SILVER SPRING,MD20910 		    EARLY CHILDHOOD INNOVATION NETWORK (ECIN) 331,000

COLLEGETRACKS
8737 COLESVILLE RD SUITE 1010
SILVER SPRING,MD20910 		    GENERAL OPERATIONS 75,000

DC COLLEGE ACCESS PROGRAM
1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 500,000

DIGITAL PIONEERS ACADEMY
709 12TH ST SE
WASHINGTON,DC20003 		    MENTAL HEALTH AND WELLNESS SUPPORTS 300,000

DON BOSCO CRISTO REY HIGH SCHOOL
1010 LARCH AVENUE
TAKOMA PARK,MD20912 		    MENTAL HEALTH SUPPORTS 75,000

DOUGLASS COMMUNITY LAND TRUST
1231 MARION BARRY AVE SE
WASHINGTON,DC20020 		    GENERAL OPERATING SUPPORT 150,000

EDUCARE DC
640 ANACOSTIA AVENUE NE
WASHINGTON,DC200191509 		    GENERAL OPERATING SUPPORT 175,000

EVERYDAY CANVASSING
10023 DALLAS AVE
SILVER SPRING,MD20901 		    GENERAL OPERATING SUPPORT 200,000

EVERYMIND
1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		    GENERAL OPERATING SUPPORT 250,000

GEORGETOWN UNIVERSITY THRIVE CENTER FOR CHILDREN FAMILIES AND COMMUNITIES
2115 WISCONSIN AVENUE NW 6TH FLOOR
WASHINGTON,DC20007 		    EARLY CHILDHOOD INNOVATION NETWORK (ECIN) 1,400,000

HABITAT FOR HUMANITY METRO MARYLAND
8380 COLESVILLE ROAD SUITE 600
SILVER SPRING,MD20910 		    HOME PRESERVATION PROGRAM 75,000

HABITAT FOR HUMANITY OF WASHINGTON DC & NORTHERN VIRGINIA
4245 N FAIRFAX DRIVE SUITE 650
ARLINGTON,VA22203 		    GENERAL OPERATING SUPPORT 100,000

HOUSE OF RUTH
5 THOMAS CIRCLE 4TH FLOOR NW
WASHINGTON,DC200054153 		    GENERAL OPERATING SUPPORT 400,000

IMPACT SILVER SPRING
8807 COLESVILLE ROAD LOWER LEVEL
SILVER SPRING,MD20910 		    GENERAL OPERATING SUPPORT 150,000

JUBILEE HOUSING INC
1631 EUCLID STREET NW P-5
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 150,000

JUBILEE JUMPSTART
2525 ONTARIO ROAD NW GROUND FLOOR
WASHINGTON,DC20009 		    GENERAL OPERATING SUPPORT 50,000

MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		    MARRIOTT FAMILY ATRIUM 42,000,000

MEDSTAR HEALTH RESEARCH INSTITUTE
10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		    DCP SDOH INNOVATION AND RESILIENCE FUND 1,250,000

MONTGOMERY COUNTY CHILDREN'S OPPORTUNITY ALLIANCE
1801 ROCKVILLE PIKE SUITE 320
ROCKVILLE,MD20852 		    GENERAL OPERATING SUPPORT 100,000

N STREET VILLAGE
1333 N STREET NW
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 300,000

ROCKETSHIP PUBLIC SCHOOLS
4250 MASSACHUSETTS AVE SE
WASHINGTON,DC20019 		    D.C. AREA MENTAL WELLNESS AND COMMUNITY ENGAGEMENT 250,000

STATESMEN COLLEGE PREPARATORY ACADEMY FOR BOYS
4600 LIVINGSTON RD SE 2ND FLOOR
WASHINGTON,DC20032 		    THE WELL: SCHOOL-BASED COMPREHENSIVE WELLNESS AND MENTAL HEALTH PROGRAM 350,000

SUBURBAN HOSPITAL FOUNDATION
8600 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		    EMERGENCY DEPARTMENT EXPANSION 2,000,000

THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
1450 NORTH UNIVERSITY
PROVO,UT84604 		    BYU - PATHWAY WORLDWIDE - LAUNCH WAGES 500,000

THE COALITION (FORMERLY CNHED)
727 15TH ST NW SUITE 600
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 350,000

THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLE
SALT LAKE CITY,UT84112 		    THE J.W. MARRIOTT, JR. INSTITUTE - CAPITAL 15,000,000

THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLE
SALT LAKE CITY,UT84112 		    THE J.W. MARRIOTT, JR. INSTITUTE - OPERATING FUND 3,520,000

WASHINGTON AREA WOMEN'S FOUNDATION INC
712 H STREET NE SUITE 1099
WASHINGTON,DC20002 		    EARLY CARE AND EDUCATION FUNDER'S COLLABORATIVE 100,000

WASHINGTON HOUSING CONSERVANCY
1310 L STREET NW SUITE 325
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 2,000,000

WEBER STATE UNIVERSITY
1265 VILLAGE DRIVE DEPT 4018
OGDEN,UT844084018 		    THE J. WILLARD MARRIOTT, SR. CATALYST ACCESS SCHOLARSHIP ENDOWMENT FUND 2,000,000

WEBER STATE UNIVERSITY
1265 VILLAGE DRIVE DEPT 4018
OGDEN,UT844084018 		    THE J. WILLARD MARRIOTT, SR. CATAPULT COMPLETION SCHOLARSHIP ENDOWMENT FUND 2,000,000
Total ................................. 3b 88,866,000
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		         
4 Dividends and interest from securities ....     14 19,394,255  
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 15,894,018  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNONTAXABLE DISTRIBUTIONS 		    41 93,718  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 35,381,991 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,381,991
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 32,266 13,557 0 18,709

TY 2025 GeneralExplanationAttachment
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Identifier Return Reference Explanation
FOREIGN TAXES PAID FEDERAL FOOTNOTES FOREIGN TAXES PAID ARE ON DIVIDENDS FROM FOREIGN STOCKS HELD IN U.S. ACCOUNTS. THE FOREIGN TAXES PAID ARE NOT FROM FOREIGN ACCOUNTS.

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS - SEE ATTACHED 15,844,006 15,606,804
CERT OF DEPOSIT - SEE ATTACHED 2,205,000 2,212,705

TY 2025 InvestmentsCorpStockSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS - SEE ATTACHED 175,116,856 263,910,981
CORPORATE STOCK - SEE ATTACHED 35,156,558 939,802,896
EXCHANGE-TRADED PRODUCTS - SEE ATTACHED 31,017,703 54,446,665

TY 2025 InvestmentsGovtObligationsSch
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
US Government Securities - End of Year Book Value:

122,215,150
US Government Securities - End of Year Fair Market Value:

123,481,790
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS ALTERNATIVE INVEST AT COST 8,750,000 15,824,676
SKYBRIDGE MULTI-ADV HEDGE FUND AT COST 7,269,180 6,095,864
LIMITED PARTNERSHIPS AT COST 5,000,050 5,267,510

TY 2025 LegalFeesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 202,192 5,019 0 197,173


TY 2025 OtherAssetsSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 553,000 553,000 553,000
ST CD - HSBC 150,000 0 0


TY 2025 OtherDecreasesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Description Amount
ADJUSTMENT FOR TIMING DIFFERENCES 68,789


TY 2025 OtherExpensesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISC. ADMIN, EXPENSE 19,979 1,502 0 14,960
MISC. OFFICE EXPENSE 38,502 4,454 0 34,048
COMPUTER MAINTENACE/ SUPPLIES 97,226 6,032 0 91,193
DUES AND SUBSCRIPTIONS 50,635 2,076 0 48,559
BANK FEES 4,250 226 0 4,024
INSURANCE 52,483 52,483 0 0
TELEPHONE 18,088 2,092 0 15,996


TY 2025 OtherIncomeSchedule2
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONTAXABLE DISTRIBUTIONS 93,718 0 0


TY 2025 OtherIncreasesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Description Amount
UNRECOGNIZED GAIN - DONATED SECURITIES 35,490,237


TY 2025 OtherLiabilitiesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 12,276 3,044


TY 2025 OtherProfessionalFeesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 217,942 217,942 0 0
CONSULTANTS 42,193 380 0 41,813
MANAGEMENT FEES 196,200 22,695 0 173,505


TY 2025 ReductionExplanationStatement
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Explanation:
MARRIOTT INTERNATIONAL3,029,277 SHARES; 1.2% OF SHARES OUTSTANDING AT YEAR-END; $34,772,707 BLOCKAGE DISCOUNT (ATTRIBUTABLE TO SIZE OF BLOCK, TRADING RESTRICTIONS ON $939,802,896 PRE-DISCOUNT AVERAGE FAIR MARKET VALUE).

TY 2025 TaxesSchedule
Name:
THE J WILLARD AND ALICE S MARRIOTT
 
FOUNDATION
EIN:
52-6068678
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAX PAYMENT 420,000 0 0 0
TAX PAID W/ PRIOR YEAR RETURN 180,821 0 0 0
FOREIGN TAXES PAID - SEE FN 122,252 122,252 0 0