2025-05-08T10:04:10-04:00 2024-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990PF 2024-01-01 526068678 J Willard and Alice S Marriott Foundation % MIEKA WICK CEO JWIL 2409565010 7700 Old Georgetown Rd Suite 800 Bethesda MD 20814 RICHARD E MARRIOTT TRUSTEE 3013802246 2025-05-05 true true JACOB COOK P01240455 7038930600 2025-05-05 2024 2025-03-06 01:10:19Z X 1373465519 X 0 X 18300492 18300492 15914071 61210807 15914071 109550 34324113 34214563 781382 176815 604567 951845 20758 931086 442600 46956 395645 205320 2948 202372 36637 13904 22733 275527 219740 55787 529539 143584 0 22565 8317 935 7382 60630 11221 49409 267358 65434 201292 3581720 702295 2470273 47765897 47765897 51347617 702295 50236170 -17023504 33512268 0 11405103 13845255 13845255 790983 2017105 2017105 105010878 122252551 120605420 253818139 243996961 1180326902 33940486 29190565 28362284 18699114 22315989 27411517 216601 22565 0 194036 194036 703000 703000 703000 424367703 434515462 1373465519 2603 12276 2603 12276 X 2326064 2326064 422039036 432177122 424365100 434503186 424367703 434515462 424365100 -17023504 27201851 434543447 40261 434503186 HARBOR (PERSHING) #1008 P 3597379 3211973 385406 385406 HARBOR (PERSHING) #1008 P 56347947 51911882 4492607 4436065 HARBOR (PERSHING) #1008 P 2408 1665 743 743 607.827 SHS OF SKYBRIDGE P 2016-03-01 2024-03-31 680250 664568 15682 15682 568.68 SHS OF SKYBRIDGE P 2014-01-21 2024-10-31 582823 716590 -133767 -133767 CAPITAL GAIN DIVIDENDS P 11153400 CAPITAL GAIN DIVIDENDS P 11153400 CAPITAL GAIN DIVIDENDS P 11153400 CAPITAL GAIN DIVIDENDS P 11153400 CAPITAL GAIN DIVIDENDS P 11153400 15914071 465821 465821 465821 285000 0 285000 X 0 180821 false false false false false false false true true DC MD true false false false true true www.jwasmarriottfoundation.org MIEKA WICK CEO 2409565010 7700 OLD GEORGETOWN RD SUITE 800 Bethesda MD 20814 true false false false true false false false false false false false false false false false true false false true false false false false J W MARRIOTT JR 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 2.0 0 0 0 RICHARD E MARRIOTT 7700 Old Georgetown Rd Bethesda MD 20814 Trustee 3.0 0 0 0 DAVID SHEETS MARRIOTT 7750 WISONSIN AVENUE Bethesda MD 20814 TRUSTEE 2.0 0 0 0 DEBBIE MARRIOTT HARRISON 7750 WISONSIN AVENUE Bethesda MD 20814 TRUSTEE 3.0 0 0 0 JULIE MARRIOTT 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 3.0 0 0 0 SANDRA MARRIOTT BERTHA 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 1.0 0 0 0 ASHLEY SAMUELIAN 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 1.0 0 0 0 KAREN CHRISTINE MARRIOTT 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 1.0 0 0 0 ALICE MARRIOTT HALES 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 1.0 0 0 0 NICOLE MARRIOTT AVERY 7700 Old Georgetown Rd Bethesda MD 20814 TRUSTEE 1.0 0 0 0 MIEKA WICK 7700 Old Georgetown Rd Bethesda MD 20814 CHIEF EXECUTIVE OFFICER 40.0 534690 80570 0 MICHELLE LOGSDON 7700 Old Georgetown Rd Bethesda MD 20814 CHIEF FINANCIAL OFFICER 40.0 246692 65454 0 ANDREA BALLANCE 7700 OLD GEORGETOWN RD BETHESDA MD 20814 CHIEF OF STAFF 40.0 207863 72206 0 CARMEN WONG 7700 OLD GEORGETOWN RD BETHESDA MD 20814 PROGRAM DIRECTOR 40.0 177660 63064 0 ANAND DHOLAKIA 7700 OLD GEORGETOWN RD BETHESDA MD 20814 PROGRAM DIRECTOR 40.0 171299 56932 0 JENNIFER LAWRENCE 7700 OLD GEORGETOWN RD BETHESDA MD 20814 PROGRAM DIRECTOR 40.0 177660 36806 0 SONNIE THUO 7700 OLD GEORGETOWN RD BETHESDA MD 20814 GRANTS MANAGER 40.0 103985 45465 0 7 HARBOR INVESTMENT ADVISORY LLC 2330 WEST JOPPA ROAD STE 160 LUTHERVILLE MD 21093 INVESTMENT ADVISORY 212802 FAEGRE DRINKER BIDDLE & REATH LLP 1050 K STREET NW SUITE 400 WASHINGTON DC 20001 LEGAL SERVICES 178967 1238683300 11448731 0 1250132031 36786748 0 1250132031 18751980 1231380051 61569003 61569003 465821 465821 61103182 61103182 61103182 50236170 0 0 0 0 50236170 61103182 49636114 2022 2021 2020 0 0 50236170 49636114 600056 0 0 0 0 60503126 0 0 X SEE ATTACHMENT 7700 Old Georgetown Rd BETHESDA MD 20814 SEE ATTACHMENT 47765897 47765897 SEE ATTACHMENT 7700 Old Georgetown Rd BETHESDA MI 20814 SEE ATTACHMENT 0 61078622 14 18300492 18 15914071 NONTAXABLE DISTRIBUTIONS 41 109550 34324113 34324113 false false false false false false false false false false HEARTWORKS INC 3033 41ST STREET NW SUITE 200 ROCHESTER MN 55901 2023-11-15 225000 Quality assurance support for clinical trials (ER) 225000 NO 5/22/2024, 11/4/2024 2024-11-04 GRANT WAS VERIFIED AND USED FOR THE INTENDED PURPOSE. CORPORATE BONDS - SEE ATCH 25025565 24166282 CERT OF DEP - SEE ATCH 4165000 4196002 MUTUAL FUNDS - SEE ATCH 175605037 250769075 CORPORATE STOCK - SEE ATCH 35498524 875874947 EXCH-TRD PRODUCTS - SEE ATCH 32893400 53682880 122252551 120605420 GOLDMAN SACHS ALTERNATIVE INV FMV 8750000 14105900 SKYBRIDGE MULTI-ADV HDG FND FMV 8565939 8237524 LIMITED PARTNERSHIPS FMV 5000050 5068093 SECURITY DEPOSIT 553000 553000 553000 ST CD - HSBC 150000 150000 150000 ADJUSTMENT FOR TIMING DIFFERENCES 40261 BANK FEES 5146 0 5146 COMPUTER MAINTENANCE/SUPPLIES 80897 4540 76357 INSURANCE EXPENSE 51743 51743 0 DUES AND SUBSCRIPTIONS 69038 2675 66363 MISC. ADMIN. EXPENSE 21515 2090 18793 MISC. OFFICE EXPENSE 20433 2297 18136 TELEPHONE 18586 2089 16497 NONDIVIDEND DISTRIBUTIONS 109550 UNRECOGNIZED GAIN - DONATED SECURITIES 27201851 OTHER LIABILITIES 2603 12276 INVESTMENT MANAGEMENT FEES 212802 212802 0 CONSULTANT FEES 17125 1813 15312 MANAGEMENT FEES 45600 5125 40475 MARRIOTT INTERNATIONAL 3,140,012 SHARES; 1.08% OF SHARES OUTSTANDING AT YEAR-END; $36,786,748 BLOCKAGE DISCOUNT (ATTRIBUTABLE TO SIZE OF BLOCK, TRADING RESTRICTIONS) ON $878,277,056 PRE-DISCOUNT AVERAGE FAIR MARKET VALUE. ESTIMATED TAX PAYMENTS 285000 0 0 TAX PAID W/ PRIOR YEAR RETURN 100955 0 0 FOREIGN TAXES PAID - SEE FN 143584 143584 0