2025-11-10T11:40:13-08:00 2024-12-31 860684543 Marley Management Company PO Box 10392 Phoenix AZ 85064 990PF 2024-01-01 860653091 The Kemper & Ethel Marley Fdn KEMP 6022696081 PO Box 10392 Phoenix AZ 85064 Nancy Elitharp Ball-See Note Treasurer&VP 2025-11-10 true true Nancy E Ball P01598658 6022696081 2024 2025-03-06 01:10:19Z X 325811377 X X 11252 11252 4708943 4696381 1480598 447445 -1480598 24523907 58004125 22342966 664749 464878 28428253 27068032 52886 26442 26443 20466 10233 10233 18749 18749 625076 475134 102985 1610915 1179914 402785 366443 19762 1304661 153375 2065 5821 5590 231 5346 1273 4073 345384 299907 10871 4355747 2190379 559686 13774710 13774710 18130457 2190379 14334396 10297796 24877653 1321518 662271 662271 13539608 31040422 31040422 75621 55733 75621 75621 23804119 22621319 23804119 23804119 5092006 5092006 4996918 101886289 108447444 134761248 3040027 2924160 3040027 20798707 89230889 75316101 109522747 3096663 2609580 149324 239768185 250087591 325811377 27710 20156002 25762152 789204 783107 20945206 26572969 X 143446079 143446079 75376900 80068543 218822979 223514622 239768185 250087591 218822979 10297796 229120775 5606153 223514622 Robeco-Boston-ST-Covered P 2024-07-31 2024-12-31 6121074 6029332 91742 91742 Robeco-Boston-LT-Covered P 2023-01-01 2024-12-31 8520767 5810176 2710591 2710591 Robeco-Boston-LT-NonCovered P 2023-01-01 2024-12-31 902726 89153 813573 813573 RobecoBstnSTCvrdWashSale loss disallowed P 2024-07-01 2024-12-31 73075 73075 73075 RobecoBstnLTCvrdWashSaleLossDisallowed P 2023-01-01 2024-12-31 1570 1570 1570 Goldman-ST-Covered P 2024-07-01 2024-12-31 3147662 2720861 426801 426801 Goldman-LT-Covered P 2023-01-01 2024-12-31 6271470 4783181 1488289 1488289 Goldman-LT-NonCovered P 2023-01-01 2024-12-31 545689 72461 473228 473228 GoldmanLTCvrd-Wash sale loss Disallowed P 2023-01-01 2024-12-31 145721 145721 145721 Time Square-ST-Covered P 2024-07-01 2024-12-31 7568793 7310961 257832 257832 Times Square-LT-Covered P 2023-01-01 2024-12-31 6379839 6575392 -195553 -195553 Times Square-LT-Non Covered P 2023-01-01 2024-12-31 502258 23059 479199 479199 TimesSqSTCvrdWash Sale loss disallowed P 2024-07-01 2024-12-31 36642 36642 36642 TimesSq-LT-CvrdWash sale loss disallowed P 2023-01-01 2024-12-31 150220 150220 150220 Chase-LSVQX-ST P 2024-07-01 2024-12-31 24593 -24593 -24593 Chase-LSVQX-LT P 2023-01-01 2024-12-31 894878 894878 894878 Mondrian-ST P 2024-07-01 2024-12-31 130937 130937 130937 Mondrian-LT P 2023-01-01 2024-12-31 483815 483815 483815 William Blair-LT P 2023-01-01 2024-12-31 1140479 1140479 1140479 BostonLT-Cvrd-BasisAdjWithJPMC-Custodian P 2023-01-01 2024-12-31 10269 -10269 -10269 Goldman-LTCGCvrd-BasisAdjWithJPMC-Custod P 2023-01-01 2024-12-31 1595 1595 1595 TimeSqLTCGCvrdBasisAdjWithJPMC-Custodian P 2023-01-01 2024-12-31 67872 -67872 -67872 KEMF Investment P 2023-01-01 2024-12-31 95621 95621 95621 KEMFMC-LTCG-MCC Land P 2023-01-01 2024-12-31 5541 5541 5541 KEMHRI-LTCG-Hawes&Riggs P 2023-01-01 2024-12-31 268802 268802 268802 KFWPIN-LTCG-Westpark P 2023-01-01 2024-12-31 3358072 3358072 3358072 KFSHWD-LTCG-Sherwood P 2023-01-01 2024-12-31 7814967 7814967 7814967 KF25PI-LTCG-PF-25th&PeoriaSS P 2023-01-01 2024-12-31 624578 624578 624578 MNMINV-LTCG-PF-LevelALand P 2023-01-01 2024-12-31 217348 603 216745 216745 MNMINV-LTCG-PF-WALHLand P 2023-01-01 2024-12-31 460753 4013 456740 456740 MNMINV-LTCG-PF-BERNCOLand P 2023-01-01 2024-12-31 22342966 345799 345799 345799 348225 110000 458225 X 112426 112426 false false false false false true true false true true AZ NM true false false true false true N/A The Kemper&Ethel Marley Fdn 6022696081 PO Box 10392 Phoenix AZ 85064 false false false true true false false false false false true false false false false false false false false false false false false Nancy Elitharp Ball-See Note PO Box 10392 Phoenix AZ 85064 Treasurer&VP 13.00 0 Stephen M Corrigan-See Note PO Box 10392 Phoenix AZ 85064 President 12.00 0 Dan Corrigan-See Note PO Box 10392 Phoenix AZ 85064 VP 9.00 0 NONE Times Square Capital Mgt Inc Four TImes Square 25th Floor New York NY 10036 Money Manager 184644 Mondrian Investment Partners Ltd PO Box 392481 Cleveland OH 44193 Money Manager 142635 Goldman Sachs 32 Old Slip - 32nd Floor New York NY 10005 Money Manager 184408 Boston Partners 909 Third Avenue-32nd Floor New York NY 10022 Money Manager 131798 Marley Management Company PO Box 10392 Phoenix AZ 85064 Invest;Acctg;Grants 3120740 136084256 19241563 159157513 314483332 0 314483332 4717250 309766082 15488304 15488304 345799 159063 504862 14983442 14983442 14983442 14334396 14334396 14983442 13450363 14334396 13450363 0 884033 14099409 X See Attached Statement For Detail of Total Grants Various Cities AZ 85064 Various Various Various 13774710 13774710 City of Phoenix 251 W Washington Street 9th Floor Phoenix AZ 85003 None PC David Notrica MD Endowed Chair in Trauma 1100000 Translational Genomics Research Ins 445 N 5th Street Phoenix AZ 85004 None PC Marley Pancreatic Cancer Interception Protocol 2100000 Arizona Center for Nature Conservat 455 N Galvin Parkway Phoenix AZ 85008 None PC Veterinary Medical Center 2900000 Barrow Neurological Foundation 2910 N 3rd Avenue Phoenix AZ 85013 None PC Neuro Analytics Center 1200000 Chicanos Por La Causa 1112 E Buckeye Road Phoenix AZ 85034 None PC Affordable Housing Support Service Center 500000 Partners for Paiute Neighborhood Ce PO Box 2052 Scottsdale AZ 85252 None PC Emergency Grants for Rent, Utility and other assistance 20000 Southwest Autism Research and Resou 300 N 18th Street Phoenix AZ 85006 None PC Campus and Community School Expansion 700000 The Museum of Indigenous People Inc PO Box 10224 Prescott AZ 86304 None PC Systems Upgrades and Senior Development position 79500 The Phoenix Theatre Company Guild 1825 N Central Avenue Phoenix AZ 85004 None PC Theatre Equipment for Stages and Phase 2 Capital Expansion 850000 West Yavapai Guidance Clinic 3343 N Windsong Drive Prescott Valley AZ 86314 None PC Renovation of Gail Gardner Integrated Care Center 250000 9699500 14 11252 14 4708943 531190 -1033153 16 -447445 18 24523907 KEMFDCResSLGlfOrdLos-990T 531120 -1610 KEMFMCOthrPortfolioLoss 14 KEMF-Ranch-Exempt KEMF-Ranch-OrdInc-To990T 111000 47899 KEMHRInvOthrPortfolioInc 14 KEMMRInvOthrNonTaxPortfolioInc 14 KF19SIOthrPortfolioInc 14 KF303IOthrPortfolioInc 14 KF303I-OthrPortfolioInc 14 44441 KF99SIOthrPortfolioInc 14 KFEHF1-OthrPortfolioInc 14 KFEHF1-OthrPortfolioInc 14 -299 KFSherwoodOthrPortInc 14 7051 KFSRILOthrPortfolioInc 14 30594 KFWPINvOthrPortfolioLoss 14 82 KFWWINvOthrPortfolioInc 14 76588 MNMINVOtherPortfolioInc-990T 531120 153582 MNMINVOthrNonEPortfolio-990T 531120 MNMINVOthrPortfolioInc 14 330120 Mondrian-PortfolioInc 20 -23699 -833282 29261535 28428253 false false false false false false false false false false Marley Management-990T 46572 0 0 0 Marley Management-Direct&SMLLCs 475519 475134 0 0 Marley Management-KEMFDN Exempt 102985 0 0 102985 Marley Management Company The amount paid to Marley Management Corporation (MMC) in 2024 by The Kemper & Ethel Marley Foundation (KEMFDN)is for certain professional services provided to KEMFDN. MMC Paid $203,964 in compensation, pension and insurance to the officers listed in Part VII, for services provided to the Foundation. All payments are made for services rendered in accordance with Treasury Regulation section 53.4941(d)-3. KF25PI-LTCG-T-25th&PeoriaSS 2023-01 Purchase 2024-12 849009 Cost 849009 MNMINV-LTCG-T-BERNCOLand 2023-01 Purchase 2024-12 1388735 61026 Cost 1327709 KEMFRL-1231 Gain-T-MCC 2023-01 Purchase 2024-12 4223 Cost 4223 Robeco-Boston-Equity 16971662 22493179 Times Square-Small Cap 17087440 22159585 Goldman Sachs-Lg.Cap.Growth 12298449 25076483 Mondrian-International Value 19890782 20452382 William Blair-International Growth 24869612 20356977 JPM-LSVQX_xx8517 16514483 22605134 KFCGFL-Inv Vanguard S&P 500 Index Fund 815016 1617508 5092006 4996918 Land 3040027 3040027 20798707 KEMFDC-Inv in KEMF-DCL LLC FMV 220272 82303 KEMFRL-Inv in MarleyCattleCompany LLP FMV 319441 248908 KEMMRI-Inv in McCartney Ranch LLC FMV 3119595 12660603 KEMVRI-Inv in Ventanna Ranch LLC FMV 1011288 608288 KEMHRI-Inv in Hawes & Riggs LLC FMV 2 KEMTIL-Inv in TuscanoD&G LLC FMV 71525 KF303I-Inv in EH 303 & Glendale LLC FMV 26644 427119 KFWPIN-Inv in Westpark LLCs FMV 13881139 21538929 KEMFIL-Inv in Marley Park Deed of Trust FMV 44089 80288 KEMFMC-Inv in Freeport Deed of Trust FMV 856610 856610 KFSHWD-Inv in Sherwood LLC FMV 27979 27979 KFWWIN-Inv in Westwind LLCs FMV 21949948 18446711 KFBCPI-Inv in Biltmore Corp Park LLC FMV 5013050 3579167 KFEHF1-Inv in EH PP Funding Invs FMV 4921981 4921981 KF25PI-Inv in 25P SelfStorage FMV 1 KFGDCF-Inv in GDC Funding Inv FMV KFSBGS-Inv in Signal Butte Guadalupe SS FMV KFTCCI-Inv in GDCSLL SS FMV KFEMIT-Inv in Lincoln Circle FMV 564325 1304325 KFSRIL-Inv in SilverRock FMV 8214390 7637879 KFQCCI-Inv in QuailCaveCreek FMV 4368617 6142381 KFTAPF-Inv in Dove Valley FMV KFCVIN-Inv in CountryVillas FMV 585964 1712875 MNMINV-Inv In WALH Partnerships FMV 5683898 22144531 KFSILL-Inv in SoraOnRose FMV 1671962 1652758 KFGVIL-Inv in GrandVillage FMV 1261661 3949112 KFARIN-Inv in GDCSunshineSunQB AT COST 1501720 1500000 Fennemore Craig-DIrect&SMLLCs 18749 18749 0 0 Other Assets-BookTaxDiff-KFCVIN 844302 688422 Other Assets-BookTaxDiff-KFGVIL 2103037 1771829 Other Assets-Furniture,Bronze,Fine Art 149324 149324 149324 Rounding 5 Increase in Future Grant Committment 5606150 Rounding 3 Auto Expense-To 990T 110 Computer Supplies 89 45 45 Dues, Subs, Pubs 38076 27260 10816 Grazing Fee 20988 20988 Insurance-Property & Umbrella 13409 13409 Lincoln House Expenses 15117 15117 LLC Amortization During SS Contruction 6711 6711 LLC Portfolio Expenses 245721 213830 LLC SS Construction Utility Expenses 2535 2535 Misc NonDed Exp SMLLC K-1s-Div 007 2618 12 Office Supplies 10 10 KEMFDCResSLGlfOrdLos-990T -1610 KEMF-Ranch-OrdInc-To990T 47899 KF303I-OthrPortfolioInc 44441 44441 KFEHF1-OthrPortfolioInc -299 -299 KFSherwoodOthrPortInc 7051 7051 KFSRILOthrPortfolioInc 30594 30594 KFWPINvOthrPortfolioLoss 82 82 KFWWINvOthrPortfolioInc 76588 76588 MNMINVOtherPortfolioInc-990T 153582 MNMINVOthrPortfolioInc 330120 330120 Mondrian-PortfolioInc -23699 -23699 Chase-Custodian Fees 42743 42743 0 0 InvConsultants-Callan,Everest 170414 169304 0 0 MMC-PublicInvesting-NB 462156 59372 0 402785 MMC-RE & Property Mgt.-PP K-1 280657 256979 0 0 MMC-RE Mgt;Acctg;Grant Mgt. 11460 8031 0 0 Money Manager-Boston 131798 131798 0 0 Money Manager-Goldman Sachs 184408 184408 0 0 Money Manager-Mondrian 142635 142635 0 0 Money Manager-Time Square 184644 184644 0 0 Excise Tax 280000 Foreign Taxes-Money Mgrs 120126 120126 Payroll Taxes 4130 2065 2065 Property Taxes-Real Estate-990PF 31184 31184 UBIT Income Taxes-990T 869221