Civic Intelligence

J Willard and Alice S Marriott Foundation

990PF • Fiscal year 2016 • EIN 52-6068678

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
10400 Fernwood RoadBethesda, MD 20817

(301) 380-2246

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

36th percentile

$475,310

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

65th percentile

5.7%

Faster asset growth than 65% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-14%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$490,719,980

Up $26,357,236 (+5.7%) from 2015

Net Assets

$490,449,962

No earlier filing loaded for comparison.

Liabilities

Up

$270,018

Up $270,018 from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin75th percentile

Revenue

Down

$37,502,880

Down $5,877,824 (-14%) from 2015

Expenses

Down

$32,345,356

Down $2,464,171 (-7.1%) from 2015

Net Income

Down

$5,157,524

Down $3,413,653 (-40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $133,857,341Liabilities 2011: $02011Assets 2012: $162,572,543Liabilities 2012: $02012Assets 2013: $308,663,421Liabilities 2013: $02013Assets 2014: $432,516,254Liabilities 2014: $117,2482014Assets 2015: $464,362,744Liabilities 2015: $02015Assets 2016: $490,719,980Liabilities 2016: $270,018Net Assets 2016: $490,449,9622016Assets 2017: $483,427,992Liabilities 2017: $0Net Assets 2017: $483,427,9922017Assets 2018: $478,013,723Liabilities 2018: $0Net Assets 2018: $478,013,7232018Assets 2019: $466,045,041Liabilities 2019: $0Net Assets 2019: $466,045,0412019Assets 2020: $442,454,034Liabilities 2020: $15,961Net Assets 2020: $442,438,0732020Assets 2021: $441,340,618Liabilities 2021: $0Net Assets 2021: $441,340,6182021Assets 2022: $429,136,044Liabilities 2022: $0Net Assets 2022: $429,136,0442022Assets 2023: $424,367,703Liabilities 2023: $2,6022023Assets 2024: $434,515,462Liabilities 2024: $12,276Net Assets 2024: $434,503,1862024

Highlighted filing

2016

Assets$490,719,980
Liabilities$270,018
Net Assets$490,449,962
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2011: $33,080,332Expenses 2011: $19,401,315Net Income 2011: $13,679,0172011Revenue 2012: $46,369,543Expenses 2012: $21,140,886Net Income 2012: $25,228,6572012Revenue 2013: $155,205,022Expenses 2013: $33,408,199Net Income 2013: $121,796,8232013Revenue 2014: $136,299,006Expenses 2014: $22,254,100Net Income 2014: $114,044,9062014Revenue 2015: $43,380,704Expenses 2015: $34,809,527Net Income 2015: $8,571,1772015Revenue 2016: $37,502,880Expenses 2016: $32,345,356Net Income 2016: $5,157,5242016Revenue 2017: $18,395,980Expenses 2017: $36,189,214Net Income 2017: -$17,793,2342017Revenue 2018: $27,533,073Expenses 2018: $42,979,633Net Income 2018: -$15,446,5602018Revenue 2019: $24,385,250Expenses 2019: $44,049,426Net Income 2019: -$19,664,1762019Revenue 2020: $13,185,067Expenses 2020: $46,503,584Net Income 2020: -$33,318,5172020Revenue 2021: $31,840,539Expenses 2021: $41,531,543Net Income 2021: -$9,691,0042021Revenue 2022: $15,532,295Expenses 2022: $50,238,724Net Income 2022: -$34,706,4292022Revenue 2023: $21,316,939Expenses 2023: $49,303,525Net Income 2023: -$27,986,5862023Revenue 2024: $34,324,113Expenses 2024: $51,347,617Net Income 2024: -$17,023,5042024

Highlighted filing

2016

Revenue$37,502,880
Expenses$32,345,356
Net Income$5,157,524
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE GUNSTEENSExecutive DirectorFT$448,094$27,216$475,310
J W MARRIOTT JRTrustee-$0--
Richard E MarriottTrustee-$0--
DAVID SHEETS MARRIOTTTrustee-$0--
DEBBIE MARRIOTT HARRISONTrustee-$0--
JULIE MARRIOTTTrustee-$0--
SANDRA MARRIOTT BERTHATrustee-$0--
Filing and Contact Details

Filer

Filer Name
J Willard and Alice S Marriott Foundation
EIN
52-6068678
In Care Of
% ANNE GUNSTEENS EXECUTIVE DI
Phone
3013802246
Address
10400 FERNWOOD ROAD, Bethesda, MD 20817

Signing Officer

Name
Jw Marriott Jr
Title
Trustee
Phone
3013802246
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Jeffrey J Schragg
Phone
7038930600
Raw XML AppendixShowing 400 of 545 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-07-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt02343
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0781
DepreciationSchedule/DepreciationPropertyGrp/LifeRt03
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt01171
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CERTIFICATES OF DEPOSIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04980886
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11090000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05168595
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11093046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0193910917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136683524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22086848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31724422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt446702671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0205030192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1291342575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29723725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt310561120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt454815498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13,523,737 SHS MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2114,599 SHS VAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3560,569 SHS HST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EXCHANGE-TRADED PRODUCTS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0138808101
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0137431620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110329267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GOLDMAN SACHS ALTERNATIVE INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SKYBRIDGE MULTI-ADV HDG FND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015167880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19705759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010752872
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt026619653
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NONTAXABLE DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0130355
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037502880
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037502880
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt045499
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt045498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt090997
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt026619653
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0380248
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt095062
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0475310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030753627
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030753627
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0781
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08920653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08920653
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05157524
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0196992664
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01832219
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01832219
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt096221
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05483
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0101704
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026619653
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036932894
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt043233
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt049727
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0308544
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0341923
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0109953
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt032546
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0142499
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0130355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt044370
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0160299
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0204669
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt073625
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04325
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt077950
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt074924
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt074924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031886565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0439631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032345356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037372525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037502880
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01132938
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0439631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01591729
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt031245
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt031245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt086161415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135584769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt234973750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38945756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48303634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52068427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt074175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1316528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt354244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419868834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52247938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65664740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt074175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1316528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt226250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt354244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt419868834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52247938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt086235590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134268241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428172468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54316365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HARBOR (PERSHING) #1008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HARBOR (PERSHING) #1008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HARBOR (PERSHING) #1008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HARBOR (PERSHING) #1008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HARBOR (PERSHING) #2516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HARBOR (PERSHING) #2516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026619653
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05157524
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036302
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020965996
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0490486264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0464362744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0490449962
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt034789364
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt034789364
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt034789364
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035158693
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0369329
IRS990PF/DistributableAmountGrp/TotalTaxAmt0369329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt079090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0448419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0369329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt079090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0369329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0369329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0448419
IRS990PF/FMVAssetsEOYAmt0780443354
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0270018
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02326064
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02326064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06065548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06070886
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06261641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0288119823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0281108382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0571473110
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01952
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02343
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01172
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0391
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0391
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016216746
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024329267
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024873639
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0772752
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0921984
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0921984
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0462036680
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0488123898
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020895547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt039480969
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt039480969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0464362744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0490719980
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0780443354
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0270018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0464362744
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0490719980
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0464362744
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0490449962
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0132291156
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0138808101
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0137431620
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0713882095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022177214
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0691704881
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010708231
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035158693
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0703173864
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt010405666
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0713882095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt071633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt190143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt255080
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt370090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt011492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt25751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt327434
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0HANNAH HAHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MARGARET BUCKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2BRIDGET MISKELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3JOY DONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANTS MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2GRANTS ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt010400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt110400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt210400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt310400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd020817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd120817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd220817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd320817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ANTLEY & LOPEZ LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1HARBOR INVESTMENT ADVISORY LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2DELEON & STANG CPA AND ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt072280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1160126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt279877
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0601 13TH STREET NW STE 900 SOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt12330 WEST JOPPA ROAD STE 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2100 LAKEFOREST BLVD STE 650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1LUTHERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2GAITHERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd020005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd121093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd221093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6448094
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt627216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J W MARRIOTT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard E Marriott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID SHEETS MARRIOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DEBBIE MARRIOTT HARRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JULIE MARRIOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SANDRA MARRIOTT BERTHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ANNE GUNSTEENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010400 fernwood road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110400 fernwood road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt410400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt510400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt610400 FERNWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Bethesda
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd420817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd520817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd620817
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030980434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031349763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt033435895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020218900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029245043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019782514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018578565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.030126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0369329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0703173864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0735901774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0671148997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0535171181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0457594507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0396559561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt031886565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.220288
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031517236
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt031886565
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0369329
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt031886565
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$490,719,980
Liabilities
$270,018
Net assets
$490,449,962
Revenue
$37,502,880
Expenses
$32,345,356
Net income
$5,157,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$435$0.01$435$34.3$51.3$17.0
2023Summary only. Only limited summary data is available for this year.$424$0.00$21.3$49.3$28.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$429$0.00$429$15.5$50.2$34.7
2021Detailed filing. Detailed filing data is available for this year.$441$0.00$441$31.8$41.5$9.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$442$0.02$442$13.2$46.5$33.3
2019Detailed filing. Detailed filing data is available for this year.$466$0.00$466$24.4$44.0$19.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$478$0.00$478$27.5$43.0$15.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$483$0.00$483$18.4$36.2$17.8
2016Detailed filing. Detailed filing data is available for this year.$491$0.27$490$37.5$32.3$5.16
2015Summary only. Only limited summary data is available for this year.$464$0.00$43.4$34.8$8.57
2014Summary only. Only limited summary data is available for this year.$433$0.12$136$22.3$114
2013Summary only. Only limited summary data is available for this year.$309$0.00$155$33.4$122
2012Summary only. Only limited summary data is available for this year.$163$0.00$46.4$21.1$25.2
2011Summary only. Only limited summary data is available for this year.$134$0.00$33.1$19.4$13.7