2024-05-14T10:36:52-05:00 2023-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990PF 2023-01-01 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 2024-04-15 true RICHARD E MARRIOTT 999009999 true JACOB COOK P01240455 7038930600 2 2023 2023-04-26 12:10:37Z X X 1195359092 X 0 X 14811407 14811407 6372529 37288351 6372529 133003 21316939 21183936 693543 148971 544572 802887 5591 797296 393712 40682 353030 148176 482 147694 37449 14347 23102 359346 204490 154856 395805 130088 0 32428 5723 26705 243405 61281 179812 3106751 611655 2227067 46196774 46196774 49303525 611655 48423841 -27986586 20572281 7814255 11405103 11405103 0 0 0 0 1039017 790983 790983 102720521 105010878 101649525 252689121 253818139 1028516875 44537096 33940486 32404553 20310320 18699114 19889053 0 0 0 0 0 25714 703000 703000 429136044 424367703 1195359092 0 0 2602 0 2602 X 2326064 2326064 426809980 422039036 429136044 424365100 429136044 424367703 429136044 -27986586 23317465 424466923 101823 424365100 HARBOR (PERSHING) #1008 P 2023-01-01 2023-12-31 16778 16378 400 400 HARBOR (PERSHING) #1008 P 2022-01-01 2023-12-31 36004906 35779412 225494 225494 HARBOR (PERSHING) #1008 P 2023-01-01 2023-12-31 245000 245000 0 638.703 SHS OF SKYBRIDGE P 2022-01-01 2023-12-31 470024 698326 -228302 -228302 602.04 SHS OF SKYBRIDGE P 2022-01-01 2023-12-31 460877 758627 -297750 -297750 118.566 SHS OF SKYBRIDGE P 2022-01-01 2023-12-31 90765 154253 -63488 -63488 CAPITAL GAIN DIVIDENDS P 6736175 CAPITAL GAIN DIVIDENDS P 6736175 CAPITAL GAIN DIVIDENDS P 6736175 CAPITAL GAIN DIVIDENDS P 6736175 CAPITAL GAIN DIVIDENDS P 6736175 CAPITAL GAIN DIVIDENDS P 6736175 6372529 285955 285955 285955 185000 0 185000 X 0 100955 false false false false true false false true true DC 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 0 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 3.0 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 MIEKA WICK 7700 Old Georgetown Rd Bethesda MD 20814 CHIEF EXECUTIVE OFFICER 40.0 494501 73953 0 MICHELLE LOGSDON 7700 Old Georgetown Rd Bethesda MD 20814 CHIEF FINANCIAL OFFICER 40.0 199042 63053 0 JENNIFER LAWRENCE 7700 OLD GEORGETOWN RD BETHESDA MD 20814 PROGRAM DIRECTOR 40.0 165273 34333 0 CARMEN WONG 7700 OLD GEORGETOWN RD BETHESDA MD 20814 PROGRAM DIRECTOR 40.0 165273 57536 0 ANDREA BALLANCE 7700 OLD GEORGETOWN RD BETHESDA MD 20814 CHIEF OF STAFF 40.0 187303 65315 0 SONNIE THUO 7700 OLD GEORGETOWN RD BETHESDA MD 20814 GRANTS MANAGER 40.0 87258 39718 0 ANAND DHOLAKIA 7700 OLD GEORGETOWN RD BETHESDA MD 20814 PROGRAM DIRECTOR 40.0 160503 52514 0 HARBOR INVESTMENT ADVISORY LLC 2330 WEST JOPPA ROAD STE 160 LUTHERVILLE MD 21093 INVESTMENT ADVISORY 204490 DR TIMOTHY J NELSON 2104 FOLWELL RIDGE LN SW ROCHESTER MN 55902 MEDICAL ADVISORY 63000 DR SCOTT A WALDMAN 112 N ST APT 6B PHILADELPHIA PA 19106 MEDICAL ADVISORY 63000 FAEGRE DRINKER BIDDLE & REATH LLP 1050 K STREET NW SUITE 400 WASHINGTON DC 20001 LEGAL SERVICES 140504 1031224800 8359094 0 1039583894 25809784 0 1039583894 15593758 1023990136 51199507 51199507 285955 285955 50913552 50913552 50913552 48423841 0 0 0 0 48423841 50913552 47146403 2021 2020 2019 0 0 48423841 47146403 1277438 0 0 0 0 49636114 0 0 X SEE ATTACHMENT 7700 Old Georgetown Rd BETHESDA MD 20814 SEE ATTACHMENT 46196774 46196774 14 14811407 18 6372529 NONTAXABLE DISTRIBUTIONS 41 133003 21316939 21316939 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 11/15/2023 2023-11-15 GRANT WAS VERIFIED AND USED FOR THE INTENDED PURPOSE. CORPORATE BONDS - SEE ATCH 30755486 29225732 CERT OF DEP - SEE ATCH 3185000 3178821 MUTUAL FUNDS - SEE ATCH 182477475 244559158 CORPORATE STOCK - SEE ATCH 35828771 732220146 EXCH-TRD PRODUCTS - SEE ATCH 35511893 51737571 105010878 101649525 GOLDMAN SACHS ALTERNATIVE INV FMV 8750000 12548264 SKYBRIDGE MULTI-ADV HDG FND FMV 9949114 7340789 SECURITY DEPOSIT 25714 553000 553000 ST CD - HSBC 0 150000 150000 ADJUSTMENT FOR TIMING DIFFERENCES 101823 BANK FEES 4930 0 4930 COMPUTER MAINTENANCE/SUPPLIES 81192 3608 77584 INSURANCE EXPENSE 53017 53017 0 DUES AND SUBSCRIPTIONS 66329 1338 64991 MISC. ADMIN. EXPENSE 20589 1526 16751 MISC. OFFICE EXPENSE 4459 461 3998 TELEPHONE 12889 1331 11558 NONDIVIDEND DISTRIBUTIONS 133003 UNRECOGNIZED GAIN - DONATED SECURITIES 23317465 OTHER LIABILITIES 0 2602 INVESTMENT MANAGEMENT FEES 204490 204490 0 CONSULTANT FEES 154856 0 154856 MARRIOTT INTERNATIONAL 3,246,952 SHARES; 1.12% OF SHARES OUTSTANDING AT YEAR-END; $25,809,784 BLOCKAGE DISCOUNT (ATTRIBUTABLE TO SIZE OF BLOCK, TRADING RESTRICTIONS) ON $614,518,670 PRE-DISCOUNT AVERAGE FAIR MARKET VALUE.) ESTIMATED TAX PAYMENTS 185000 0 0 TAX PAID W/ PRIOR YEAR RETURN 80717 0 0 FOREIGN TAXES PAID - SEE FN 130088 130088 0