2025-11-01T22:06:16-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1415 VANTAGE PARK DRIVE SUITE 500 CHARLOTTE NC 28203 990 2024-01-01 464545582 THE JOHN D MARSHALL FOUNDATION INC JOHN 3057911702 PO BOX 190778 MIAMI BEACH FL 33119 JOHN D MARSHALL PRESIDENT & DIRECTOR 3057911702 2025-11-01 1 1 MICHELE MELCHIOR P00488037 7046323500 2024 2025-03-06 01:10:19Z JOHN D MARSHALL PO BOX 190778 MIAMI BEACH FL 33119 41991 0 X N/A X 2013 GA TO HOLD GIFTS, GRANTS, AND CONTRIBUTIONS FOR THE BENEFIT OF THE (CONTINUED IN SCHEDULE O) SUPPORTED ORGANIZATIONS AND TO MAKE DISTRIBUTIONS TO OR FOR THE USE OF ONE OR MORE SUPPORTED ORGANIZATIONS. 3 3 0 3 0 0 0 0 0 0 43244 41991 0 0 43244 41991 150000 50000 0 0 0 0 0 0 0 8748 7515 158748 57515 -115504 -15524 2836675 2821151 0 0 2836675 2821151 TO HOLD GIFTS, GRANTS, AND CONTRIBUTIONS FOR THE BENEFIT OF THE SUPPORTED ORGANIZATIONS AND TO MAKE DISTRIBUTIONS TO OR FOR THE USE OF ONE OR MORE SUPPORTED ORGANIZATIONS. 0 0 50000 50000 0 IN THE CURRENT YEAR, THE JOHN MARSHALL FOUNDATION GAVE $50,000 TO THE GEORGIA INSTITUTE OF TECHNOLOGY, WHICH IS AN ORGANIZATION THAT IT SUPPORTS. 50000 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 GA X JOHN MARSHALL 3057911702 PO BOX 190778 MIAMI BEACH FL 33119 X JOHN D MARSHALL PRESIDENT, TREASURER & SEC 0.50 0.00 X X 0 0 0 ALAN J DABBEIRE DIRECTOR 0.50 0.00 X 0 0 0 DAVID K DABBIERE DIRECTOR 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 0 41991 41991 41991 0 0 41991 50000 50000 3015 3015 4500 4500 57515 50000 7515 0 2836675 2821151 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2836675 2821151 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 2836675 2821151 2836675 2821151 2836675 2821151 -15524 0 X 0 0 0 X X 2 GEORGIA INSTITUTE OF TECHNOLOGY 586002023 5 1 50000 0 HUMANE SOCIETY OF GREATER MIAMI INC 590711176 7 1 0 0 2 50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 43244 41991 43244 41991 0 0 0 0 0 0 43244 41991 0 0 2926699 2853133 0 0 2926699 2853133 0 0 0 2926699 2853133 43900 42797 2882799 2810336 100898 98362 0 0 100898 98362 43244 36757 100898 100898 0 100898 50000 0 0 0 0 0 50000 50000 100898 49.550000000000 100898 0 0 0 95640 180000 150000 425640 0 100898 0 324742 50000 0 50000 0 0 374742 0 0 174742 150000 50000 SCHEDULE A, PART IV, SECTION D, LINE 2: THE CORPORATION'S OFFICERS AND DIRECTORS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS, ESPECIALLY GEORGIA TECH. PART OF THAT RELATIONSHIP INVOLVES KEEPING THE ORGANIZATIONS INFORMED ABOUT THE CORPORATION AND THE SUPPORT PROVIDED TO THEM BY THE CORPORATION. MEMBERS OF THE BOARD OF DIRECTORS HAVE MET WITH GEORGIA TECH ON NUMEROUS OCCASIONS TO DISCUSS PROJECTS. THE BOARD HAS ALSO DISCUSSED PROJECTS WITH THE HUMANE SOCIETY OF GREATER MIAMI. IN ADDITION, FOR EACH TAXABLE YEAR, THE CORPORATION WILL PROVIDE THE FOLLOWING DOCUMENTS TO EACH OF THE SUPPORTED ORGANIZATIONS: (A) A WRITTEN NOTICE ADDRESSED TO A PRINCIPAL OFFICER OF THE SUPPORTED ORGANIZATION DESCRIBING THE TYPE AND AMOUNT OF ALL THE SUPPORT THE CORPORATION PROVIDED TO THE SUPPORTED ORGANIZATION DURING THE TAXABLE YEAR IMMEDIATELY PRECEDING THE TAXABLE YEAR IN WHICH THE WRITTEN NOTICE IS PROVIDED. (B) A COPY OF THE CORPORATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, THAT WAS MOST RECENTLY FILED AS OF THE DATE THE NOTIFICATION IS PROVIDED; AND (C) A COPY OF THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS AS IN EFFECT ON THE DATE THE NOTIFICATION IS PROVIDED, UNLESS SUCH DOCUMENTS HAVE BEEN PREVIOUSLY PROVIDED AND NOT SUBSEQUENTLY AMENDED. SCHEDULE A, PART IV, SECTION D, LINE 3: THE CORPORATION'S DIRECTORS AND OFFICERS HAVE ARRANGED TO HAVE FACE-TO-FACE OR TELEPHONIC MEETINGS, ON A REGULAR BASIS, AT LEAST QUARTERLY, WITH OFFICERS AND/OR DIRECTORS OF GEORGIA TECH, INCLUDING, BUT NOT LIMITED TO GEORGIA TECH'S VICE PRESIDENT FOR DEVELOPMENT, AND/OR OTHER REPRESENTATIVES OF SUPPORTED PROGRAMS. THE PURPOSE OF SUCH MEETING IS TO DISCUSS THE PROGRESS OF THE RESEARCH PROGRAMS, PROJECTED NEEDS FOR THE EARMARKED PROGRAMS, WAYS IN WHICH GEORGIA TECH WOULD LIKE THE CORPORATION TO USE ITS ASSETS, AND THE CORPORATION'S FUTURE INVESTMENTS AND PLANS FOR DISTRIBUTIONS. SCHEDULE A, PART V, SECTION D, LINE 8: THE CORPORATION SUPPORTS JUMPSTART, GEORGIA TECH'S INVENTURE PRIZE PROGRAM. K-12 INVENTURE PRIZE IS A PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF ENGINEERS AND ENTREPRENEURS BY MAKING INVENTION EDUCATION ACCESSIBLE TO ALL STUDENTS AND TEACHERS IN GEORGIA. SOME COUNTIES IN GEORGIA DO NOT TYPICALLY HAVE ACCESS TO STEM ACTIVITIES, AND GEORGIA TECH (WITH THE FOUNDATION'S FUNDING) SEEKS TO PROVIDE THAT ACCESS THROUGH THIS PROGRAM TO THOSE RURAL COUNTIES. THE PROGRAM PROVIDES INVENTION EDUCATION FOR STUDENTS AND TEACHERS, INCLUDING TEACHER WORKSHOPS, MENTORING, STUDENT FIELD TRIPS TO ATLANTA AND GEORGIA TECH TO PARTICIPATE IN INVENTURE ACTIVITIES AND COMPETITIONS, AND CREATION OF DIGITAL STEM FIELD TRIPS AND OTHER TOOLS FOR LEARNING. FOR 2024, THE CORPORATION FUNDED THE FOLLOWING K-12 INVENTURE INITIATIVES WHICH PROVIDED THE RESOURCES TO: (1) SUSTAIN ENGAGEMENT AND NEW GROWTH WITH TEACHER TRAINING, OUTREACH AND DEVELOPMENT (2) RURAL EXPANSION OF THE PROGRAM INTO NORTHEAST GEORGIA (3) SUPPORT FOR UNDERSERVED STUDENTS AND TEACHERS (EVENTS, TRAVEL, ETC.) THE CORPORATION PROVIDES THE FUNDING FOR THESE INITIATIVES WITHIN GEORGIA TECH'S INVENTURE CHALLENGE PROGRAM. WITHOUT THE CORPORATION'S SUPPORT, GEORGIA TECH WOULD BE UNABLE TO PROVIDE THESE INITIATIVES. 1 GEORGIA INSTITUTE OF TECHNOLOGY 500 TECH PARKWAY ATLANTA GA 30332 586002023 501(C)(3) 50000 0 STEM EDUCATION 1 0 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH THE SUPPORTED ORGANIZATION TO DISCUSS AND MONITOR THE USE OF FUNDS PROVIDED, AS DISCUSSED IN MORE DETAIL IN THE NARRATIVE TO SCHEDULE A, INCLUDING, BUT NOT LIMITED TO, MEETING WITH OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 ALAN J. DABBIERE AND DAVID K. DABBIERE HAVE A FAMILY RELATIONSHIP. JOHN MARSHALL, ALAN J. DABBIERE, AND DAVID K. DABBIERE HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND THEN PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF TRUSTEES EACH YEAR RENEW THEIR COMMITMENT TO THE CONFLICT OF INTEREST POLICY. THE AFFIRMING NOTICES AND SIGNATURES FOR EACH YEAR IS KEPT WITH THE SECRETARY OF THE BOARD OF TRUSTEES. IF A CONFLICT IS REPORTED, THE MATTER IS INVESTIGATED BY THE GOVERNANCE COMMITTEE AND REVIEWED BY THE BOARD. THE INDIVIDUAL WITH THE CONFLICT MAKES A PRESENTATION ON THEIR BEHALF BUT IS RECUSED FROM RESOLUTION OF THE CONFLICT. THIS PROCESS IS DOCUMENTED IN THE MINUTES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. GEORGIA INSTITUE OF TECHNOLOGY 500 TECH PARKWAY ATLANTA GA 30332 586002023 UNIVERSITY GA 501(C)(3) LINE 5 N/A 0 HUMANE SOCIETY OF GREATER MIAMI INC 16101 WEST DIXIE HIGHWAY NORTH MIAMI BEACH FL 03316 590711176 HUMANE SOC. FL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0