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LIZZI MARRIOTT INTREPID EXPLORER FUND C/O ROBERT E MARRIOTT JR

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Public IRS 990 nonprofit record

LIZZI MARRIOTT INTREPID EXPLORER FUND C/O ROBERT E MARRIOTT JR

EIN 46-1496539 · Named Trusts N.E.C. (T90)

What they do

THE LIZZI MARRIOTT INTREPID EXPLORER FUND HAS BEEN ESTABLISHED BY THE MARRIOTT FAMILY AS A MEANS to HONOR and CELEBRATE THE LIFE and PASSION of LIZZI MARRIOTT. IT WILL BE USED AS A SCHOLARSHIP FUND for YOUNG ADULTS LOOKING to EMBRACE AN EDUCATION and LIFE WORKING IN MARINE SCIENCES. PREFERENCE WILL BE GIVEN to WESTBOROUGH HIGH SCHOOL GRADUATES, VOLUNTEERS AT THE NEW ENGLAND AQUARIUM and UNIVERSITY of NEW HAMPSHIRE STUDENTS STUDYING MARINE SCIENCES. IF IT is DETERMINED THAT THERE ARE NO POTENTIAL RECIPIENTS FROM THE PREFERENTIAL GROUP AS DEFINED ABOVE, or ANY OTHER POTENTIAL RECIPIENT, THEN THE ORGANIZATION SHALL MAKE THE GIFT of THE DESIGNATED SCHOLARSHIP AMOUNT to A CHARITABLE ORGANIZATION THAT PROMOTES THE PROTECTION of THE WORLDS OCEAN and HABITATS of MARINE LIFE and or THE FINE ARTS of MUSIC, ART or PHOTOGRAPHY.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $99.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders3 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

616.52%of revenue went to mission work99.3% of expenses · Program services
$2.70spent for every $100 of revenueRevenue covered expenses this year.
$2,284.55in assets for every $1 spent this yearSome assets cannot be spent right away.
100.0%of its money came from giftsOther money may come from services or investments.

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  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$811
Mission workProgram services$5,000616.52% of revenue99.3% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$5,035620.84% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 99.3% mission · 0.0% management · 0.0% fundraisingTotal expenses: 620.84% of revenue
2022Expense mix: 99.3% mission · 0.0% management · 0.0% fundraisingTotal expenses: 2,492.57% of revenue

Money in and money out

Revenue$1,630
Expenses$44
Annual surplus $1,586 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,000 · 11,363.6% of expenses
This source amount exceeds total expenses; compare the filing details carefully.
See all reported dollar amounts
Revenue$1,630
Expenses$44
Assets$100,520
Income$1,630
Contributions$1,630
Mission work (program services)$5,000
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (3)

CALEB MARRIOTTTRUSTEE

DAVID SAN CLEMENTETRUSTEE

ROBERT E MARRIOTT JRTRUSTEE

About this charity

Recognized since
January 2014
Location
3 BROOK WAY, WESTBOROUGH, MA 01581
County
Worcester
In care of
ROBERT E MARRIOTT JR
Primary officer
ROBERT E MARRIOTT JR, TRUSTEE

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
October 1, 2024
Return type
990EZ
Tax preparer
AAFCPAS INC
NTEE classification
Named Trusts N.E.C. (T90)
IRS tax category
Named Trusts N.E.C.

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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