BETHESDA, MD
J Willard And Alice S Marriott Foundation
Quick Facts
- EIN
- 526068678
- Location
- BETHESDA, MD
- Category
- Philanthropy & Grantmaking
- Total Assets
- $434.5M
- Annual Income
- $79.6M
- IRS Ruling Year
- 1966
About This Foundation
J Willard And Alice S Marriott Foundation is a private foundation based in BETHESDA, MD. The foundation received its IRS ruling in 1966. It holds total assets of $434.5M. Annual income is reported at $79.6M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$49.3M
2023-2%
Total Assets
$424.4M
2023-1%
Fair Market Value
$1.2B
2023
Net Worth
$424.4M
2023
Grants Paid
$46.2M
2023
Contributions
$0
2023
Net Investment Income
$20.6M
2023
Distribution Amount
$50.9M
2023
Total Giving by Year
$19.4M
11$21.1M
12$33.4M
13$22.3M
14$34.8M
15$44M
19$46.5M
20$41.5M
21$50.2M
22$49.3M
23Asset Growth
$133.9M
11$162.6M
12$308.7M
13$432.5M
14$464.4M
15$466M
19$442.5M
20$441.3M
21$429.1M
22$424.4M
23Investment Portfolio (2023)
Total: $392.8M
Corporate Stock: $253.8M
Corporate Bonds: $33.9M
Government Obligations: $105M
Other Investments: $18.7M
Corporate Stock (62%)
Corporate Bonds (8%)
Government Obligations (26%)
Other Investments (5%)
Expense Breakdown (2023)
Grants Paid$46.2M
Officer Compensation$694K
Pension & Benefits$394K
Legal Fees$148K
Accounting Fees$37K
Travel & Conferences$32K
Revenue Sources (2023)
- Dividends
- $14.8M
- Capital Gains (Net)
- $6.4M
- Other Income
- $133K
Financial Details (2023)
- Total Revenue
- $21.3M
- Total Expenses
- $49.3M
- Exempt Purpose Expenses
- $48.4M
- Required Distribution
- $50.9M
- Undistributed Income
- $49.6M
- Total Liabilities
- $3K
- Excise Tax
- $286K
- Tax Due
- $101K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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