2011-09-12T14:51:41-05:00 2010-12-31 LARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2010-01-01 521655740 MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES INC MARR 3013807771 10400 FERNWOOD RD BETHESDA MD 20817 THOMAS ASBURY 3013807771 2011-08-31 1 7039985100 2010 2016-02-24 21:20:13Z THOMAS ASBURY 10400 FERNWOOD RD BETHESDA MD 20817 6009091 0 X WWW.MARRIOTTFOUNDATIONBRIDGES.ORG X 1989 MD TO FOSTER EMPLOYMENT OPPORTUNITIES FOR YOUNG PEOPLE WITH DISABILITIES. 5 4 0 0 0 0 7858271 4880311 0 0 56385 61530 -81985 815066 7832671 5756907 0 0 0 0 4862782 4825633 115270 130970 184191 1540363 1589042 6518415 6545645 1314256 -788738 5659971 5419094 524591 845948 5135380 4573146 TO FOSTER EMPLOYMENT OPPORTUNITIES FOR YOUNG PEOPLE WITH DISABILITIES. 0 0 4829471 - BRIDGES....FROM SCHOOL TO WORK -MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES, INC. WAS ESTABLISHED IN 1989 BY THE FAMILY OF J. WILLARD MARRIOTT WITH THE PURPOSE OF FOSTERING THE EMPLOYMENT OF YOUNG PEOPLE WITH DISABILITIES. TO ACHIEVE THIS, THE FOUNDATION DEVELOPED AND OPERATES A SCHOOL-TO-WORK TRANSITION PROGRAM WHICH PLACES YOUNG PEOPLE WITH DISABILITIES WHO ARE PREPARING TO EXIT HIGH SCHOOL IN JOBS WITH LOCAL EMPLOYERS. THE PROGRAM "BRIDGES...FROM SCHOOL TO WORK" (BRIDGES) WAS ESTABLISHED IN MONTGOMERY COUNTY, MARYLAND. BRIDGES NOW ALSO OPERATES PROGRAMS IN OAKLAND, SAN FRANCISCO AND LOS ANGELES, CALIFORNIA; ATLANTA, GEORGIA; PHILADELPHIA, PENNSYLVANIA; WASHINGTON, D.C.; CHICAGO, ILLINOIS; AND DALLAS, TEXAS. 4829471 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 5 4 1 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 GA IL TX CA PA NY X MARK HEARN 3013803253 10400 FERNWOOD RD BETHESDA MD 20817 RICHARD E MARRIOTT 1.00 X X 0 0 0 MARK R DONOVAN 31.00 X X 87954 0 10902 I KING JORDAN 1.00 X 5000 0 0 FLORETTA DUKES MCKENZIE 1.00 X 5000 0 0 STEPHEN G MARRIOTT 1.00 X 0 0 0 LINDA BENDER 1.00 X 0 0 0 JAMES A POULOS 1.00 X 0 0 0 THOMAS ASBURY 40.00 X 176562 0 14779 MARK HEARN 40.00 X 90913 0 10489 KENNETH UPSHAW 40.00 X 110521 0 8406 475950 0 44576 2 0 1 1 MARRIOTT INTERNATIONAL INC 10400 FERNWOOD ROAD BETHESDA MD 20817 MANAGEMENT SERVICES 5375851 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20007 FUNDRAISING EVENT MGMT 130970 2 94700 3448639 1336972 4880311 61530 61530 1067250 94700 252184 815066 815066 5756907 0 0 876596 401600 243182 155961 2457 3368899 2879907 459888 29104 69463 61454 7388 621 652174 547064 99581 5529 333497 277035 53662 2800 20163 20163 130970 130970 34279 34279 174999 136071 32207 6721 160920 82182 78738 461613 350384 107201 4028 223277 137512 77139 8626 286893 9260 32114 245519 37666 15066 22600 2333 2333 FOUNDATION BRAND IDENTI 159656 159656 HUMAN RESOURCE SERVICES 107330 107330 NYEC SELF ASSESSMENT PR 48997 48997 TRAINING AND DEVELOPMEN 35083 29204 5879 STUDENT RELATED 30289 30289 -194456 30861 26867 -252184 6545645 4829471 1531983 184191 5050 7150 1854337 1527034 1215066 1015234 80802 100288 499340 402352 134654 96988 2349672 2647311 20390 25089 5659971 5419094 50092 12889 474499 833059 524591 845948 X 3902380 4543146 1233000 30000 5135380 4573146 5659971 5419094 X -788738 226504 X X 0 1 1 X 1 1 X 5812475 5876558 6325268 7858271 4880311 30752883 5812475 5876558 6325268 7858271 4880311 30752883 10702625 20050258 224582 194883 100405 66909 61530 648309 31401192 392730 0.63850 0.62760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 499340 402352 96988 96988 DUE TO MARRIOTT INTERNATIONAL, INC. 833059 833059 5756907 6545645 -788738 226504 226504 -562234 6235595 226504 252184 478688 5756907 0 5756907 6797829 252184 252184 6545645 0 6545645 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 252,184. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 252,184. PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2007 THROUGH 2009 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X 1 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20007 FUNDRAISING EVENT MANAGEMENT 0 1161950 130970 1030980 1161950 130970 1030980 GA IL TX CA PA MD DC VA NY GALA 1161950 94700 1067250 140650 56198 55336 1161950 94700 1067250 140650 56198 55336 252184 815066 0 0 0 0 0 0 0 0 0 THOMAS ASBURY 144197 0 14242 0 18123 0 7292 0 7487 0 191341 0 0 0 SUPPLEMENTAL INFORMATION PART III THE FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS. THE FOUNDATION HAS A MANAGEMENT AGREEMENT WITH MARRIOTT INTERNATIONAL, INC. UNDER THE TERMS OF THE AGREEMENT, MARRIOTT PROVIDES STAFF, OVERHEAD AND ADMINSTRATIVE SERVICES FOR THE FOUNDATION. THE COMPENSATION INFORMATION ON FORM 990 IS THE AMOUNT COMPENSATED BY MARRIOTT INTERNATIONAL, INC UNDER THE MANAGEMENT CONTRACT. MARK HEARN- DIRECTOR OF FINANCE BASIC SALARY:$84,262 BONUS:$6,651 DEFERRED COMPENSATION:$3,002 NON TAXABLE BENEFITS:$7,487 KENNETH UPSHAW- CHICAGO SITE DIRECTOR BASIC SALARY:$102,043 BONUS:$8,478 DEFERRED COMPENSATION:$5,135 NON TAXABLE BENEFITS:$3,271 MARK R. DONOVAN- VICE CHAIR/SR MANAGER BUSINESS DEVELOPMENT BASIC SALARY:$78,782 BONUS:$9,172 DEFERRED COMPENSATION:$4,516 NON TAXABLE BENEFITS:$6,386 I. KING JORDAN- TRUSTEE/AUDIT COMMITTEE BASIC SALARY:$5,000 FLORETTA DUKES MCKENZIE- TURSTEE/AUDIT COMMITTEE BASIC SALARY:$5,000 FORM 990, PART VI, SECTION A, LINE 2 RICHARD E. MARRIOTT AND STEPHEN G. MARRIOTT - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION ENTERED INTO A SERVICES AGREEMENT WITH MARRIOTT INTERNATIONAL, INC. (THE "SERVICES AGREEMENT" DATED JANUARY 1, 1998). UNDER THE SERVICES AGREEMENT, MARRIOTT INTERNATIONAL, INC. IS AN INDEPENDENT CONTRACTOR PROVIDING STAFF, OVERHEAD, AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. THE TOTAL AMOUNT INCURRED UNDER THE MANAGEMENT AGREEMENT WITH MARRIOTT INTERNATIONAL, INC. DURING THE YEAR ENDED DECEMBER 31, 2010 WAS $5,375,851. THE AMOUNTS PAID TO MARRIOTT INTERNATIONAL, INC. ARE PRESENTED WITHIN THE FUNCTIONAL EXPENSES BY THEIR NATURAL CLASS AND NOT AS A MANAGEMENT FEE TO MAINTAIN CONSISTENCY BETWEEN THE FINANCIAL STATEMENTS AND THE FORM 990. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 TAX PACKAGE IS PREPARED BY THE FOUNDATION'S DIRECTOR OF FINANCE (DOF). IT IS THEN SUBMITTED TO AN INDEPENDENT ACCOUNTING FIRM FOR PREPARATION. ONCE PREPARED, THE FORM 990 WILL BE REVIEWED IN DETAIL BY THE DOF AND THE EXECUTIVE DIRECTOR. ANY ISSUES OR QUESTIONS IDENTIFIED WILL BE DISCUSSED AND RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM. ONCE THE FORM 990 IS FINALIZED, A COPY WILL BE SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S OFFICERS AND TRUSTEES ARE REQUIRED TO ACKNOWLEDGE ANNUALLY THAT THEY ARE IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WHICH INCLUDES AN EVALUATION OF ALL RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. POTENTIAL CONFLICTS MUST BE REPORTED TO THE CHAIRMAN OF THE BOARD AND THE CONFLICTED INDIVIDUAL MAY NOT PARTICIPATE IN THE DISCUSSION, DECISION, OR VOTE APPLICABLE TO THE CONFLICT. FORM 990 PART VI SECTION B LINE 15 THE FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS, AND DOES NOT HAVE A POLICY IN PLACE. HOWEVER, MARRIOTT INTERNATIONAL, INC. DOES PERFORM THE NECESSARY DUE DILIGENCE INCLUDING COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION WHEN DETERMINING REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 226,504. EXPLANATION ON CHANGE IN OVERSIGHT AND SELECTION PROCESS FORM 990, PART XI, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS AND SELECTION PROCESS DURING THE TAX YEAR.