2026-09-10T14:15:32-05:00 2025-12-31 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990PF 2025-01-01 300204982 THE MAROTTA FOUNDATION MARO 4349739744 200 LANGFORD PLACE CHARLOTTESVILLE VA 22903 RAYMOND P MAROTTA PRESIDENT 4349739744 2026-07-31 1 JEFFREY D ULMER P00147690 4342962156 2025 X 882447 X 476135 4 4 16114 16114 18768 362800 110319 4 0 511025 126437 0 0 0 3600 0 3600 18 18 0 2873 55 0 4069 2712 1357 10560 2785 4957 97480 97480 108040 2785 102437 402985 123652 7582 36008 36008 11858 71193 76605 316388 631612 769834 335828 738813 882447 0 0 X 0 0 0 0 335828 738813 335828 738813 335828 738813 335828 402985 0 738813 0 738813 PUBLICLY TRADED SECURITIES 268887 251198 17689 17689 PUBLICLY TRADED SECURITIES 93913 1283 92630 92630 110319 1719 0 1719 0 1719 1880 0 0 0 1880 0 161 161 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 N/A RAYMOND P MAROTTA 4349791542 200 LANGFORD PLACE CHARLOTTESVILLE VA 22903 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND P MAROTTA 200 LANGFORD PLACE CHARLOTTESVILLE VA 22903 CHAIRMAN AND PRESIDENT 0.50 0 0 0 PAUL D MAROTTA 18 WINDSOR CT HILLSBOROUGH CA 94016 VICE PRESIDENT - LEGAL 0.25 0 0 0 DAVID J MAROTTA 1315 CHIPPENDALE CT CHARLOTTESVILLE VA 22901 VICE PRESIDENT - FINANCE 0.25 0 0 0 GEORGE R MAROTTA 850 WEBSTER ST APT 730 PALO ALTO CA 94301 VICE PRESIDENT - ADMIN, SE 0.25 0 0 0 NONE 0 NONE 0 THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES 0 THE FOUNDATION HAS NO PROGRAM RELATED INVESTMENTS 0 0 532047 11367 0 543414 0 0 543414 8151 535263 26763 26763 1719 1719 25044 0 25044 0 25044 102437 0 102437 25044 0 0 93937 13786 128398 102540 82871 421532 102437 0 0 0 25044 77393 0 0 498925 0 0 0 0 0 0 93937 404988 13786 128398 102540 82871 77393 RAYMOND P MAROTTA DAVID J MAROTTA GEORGE R MAROTTA X ED CHOICE 111 MONUMENT CIR STE 2650 INDIANAPOLIS IN 46204 PC GENERAL PURPOSE OF THE DONEE 2000 ELEVATION CHURCH RIVERWALK 604 CELRIVER RD ROCK HILL SC 29730 PC GENERAL PURPOSE OF THE DONEE 20960 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 PC GENERAL PURPOSE OF THE DONEE 1200 FOOD FOR THE HUNGRY 2 N CENTRAL AVENUE SUITE 200 PHOENIX AZ 85004 PC GENERAL PURPOSE OF THE DONEE 480 GMU FNDN MERCATUS CENTER 3434 WASHINGTON BLVD 4TH FLOOR ARLINGTON VA 22201 PC GENERAL PURPOSE OF THE DONEE 1000 GRACE REDEEMER CHURCH 21 HARRISTOWN ROAD GLEN ROCK NJ 07452 PC GENERAL PURPOSE OF THE DONEE 1000 HOOVER INSTITUTION 326 GALVEZ ST STANFORD CA 94305 PC GENERAL PURPOSE OF THE DONEE 2000 INSTITUTE FOR JUSTICE 901 N GLEBE RD STE 900 ARLINGTON VA 22203 PC GENERAL PURPOSE OF THE DONEE 2000 MAXWELL SCHOOL SYRACUSE UNIV EGGERS HALL 200 SYRACUSE NY 13244 PC GENERAL PURPOSE OF THE DONEE 2000 NEW CIVIL LIBERTIES ALLIANCE 1225 19TH ST NW 450 WASHINGTON DC 20036 PC GENERAL PURPOSE OF THE DONEE 1500 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 522 SHERMAN OAKS CA 91403 PC GENERAL PURPOSE OF THE DONEE 1000 REDEEMER ANGLICAN CHURCH PO BOX 14627 RICHMOND VA 23221 PC GENERAL PURPOSE OF THE DONEE 55840 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC GENERAL PURPOSE OF THE DONEE 2500 VERITAS SCHOOL 3400 BROOK RD RICHMOND VA 23227 PC GENERAL PURPOSE OF THE DONEE 2000 VIRGINIA FAMILY FOUNDATION 707 EAST FRANKLIN STREET RICHMOND VA 23219 PC GENERAL PURPOSE OF THE DONEE 2000 97480 0 14 4 14 16114 18 4 18 18768 0 34890 0 34890 0 0 0 0 0 0 0 0 0 0 X X 1 RAYMOND AND SUSIE MAROTTA 200 LANGFORD PLACE CHARLOTTESVILLE VA 22903 97538 X X 2 G MAROTTA INHERITED IRA C/O CHARLES SCHWAB 3000 SCHWAB WAY WESTLAKE TX 76262 378597 X 1 PUBLICLY TRADED SECURITIES 97538 2025-01-30 2 INHERITED IRA OF PUBLICLY TRADED SECURITIES 378597 2025-10-28 ACCOUNTING FEES 3600 0 3600 ALCON INC 6269 6620 AMBU 1175 634 ASTRAZENCA PLC 8671 10020 BAUSCH HEALTH COS INC 577 146 CANOPY GROWTH CORP 331 1 COLOPLAST 3606 3086 DEMANT 1848 1710 GENERAL DYNAMICS CORP 7 4713 GENMAB 4155 4189 GN STORE NORD 737 350 GSK PLC ADR 5105 5787 HALEON PLC 1213 1345 ICON PLC 4874 4920 KONINKLIJKE PHILIPS 3256 2979 LONZA GROUP 2094 2016 NOVARTIS 7330 8548 NOVO-NORDISK 7871 7937 ROCHE HLDG 5602 6962 RYMAN HEALTHCARE LIMIT 1352 838 SANDOZ GROUP AG 675 873 SMITH & NEPHEW GROUP 582 427 SONOVA HOLDING 2017 582 STRAUMANN HOLDING 1846 1922 COLUMBIA EM CORE FMV 50936 58269 FIDELITY MSCI CONS STPLS FMV 1840 1771 FIDELITY MSCI HEALTH FMV 19047 21393 FIDELITY MSCI INFOR TECH FMV 28723 28308 FIDELITY MSCI REAL FMV 9754 9680 FRANKLIN FTSE GERMANY FMV 4058 5734 FRANKLIN FTSE MEXICO FMV 3339 3419 FRANKLIN FTSE SOUTH KOREA ETF FMV 1110 1122 FRANKLIN FTSE SWITZERLAND FMV 8505 9499 FRANKLIN FTSE TAIWAN FMV 2380 3042 GLOBAL X MISCI NORWAY ETF FMV 10351 10365 ISHARES MSCI AUSTRIA ETF FMV 4673 7910 ISHARES MSCI CHILE FMV 3013 3515 ISHARES MSCI DENMARK FMV 10183 10989 ISHARES MSCI FINLAND FMV 9314 10090 ISHARES MSCI IRELAND FMV 9321 10144 ISHARES MSCI NETHERLANDS FMV 4825 8897 ISHARES MSCI NEW ZEALAND FMV 7326 7696 ISHARES MSCI SINGAPORE FMV 5924 7620 ISHARES MSIC SWEDEN ETF FMV 8684 9206 SCHWAB US AGGREGATE BOND FMV 12936 13157 SCHWAB US TIPS ETF FMV 23948 24106 SPDR MSCI USA FMV 25858 36579 STATE STREET SPDR S&P FMV 8436 12193 VANGUARD CONSUMER STAPLES FMV 36691 40136 VANGUARD EMERGING MARKT FMV 30415 31220 VANGUARD FTSE EMERGING FMV 27364 31181 VANGUARD GLOBAL EX US REAL ESTATE FMV 7161 7701 VANGUARD HEALTHCARE FMV 15011 21589 VANGUARD INFORMATION TECH ETF FMV 2587 33166 VANGUARD MID CAP VALUE ETF FMV 45127 64031 VANGUARD REAL ESTATE FMV 4332 7699 VANGUARD SHORT TERM FMV 35786 35825 VANGUARD SHRT INF PROT FMV 57258 56830 VANGUARD SMALL CAP VALUE ETF FMV 34570 65655 VANGUARD TOTAL FMV 57888 57163 VANGUARD TOTAL BOND FMV 2748 2741 OCCIDENTAL PETROLEUM FMV 190 193 SCHWAB - NONDIVIDEND DISTRIBUTIONS 4 0 4 INVESTMENT MANAGEMENT 18 18 0 GEORGE R MAROTTA 850 WEBSTER ST APT 730 PALO ALTO CA 94301 DAVID J MAROTTA 1315 CHIPPENDALE CT CHARLOTTESVILLE VA 22901 RAYMOND P MAROTTA 200 LANGFORD PLACE CHARLOTTESVILLE VA 22903 FOREIGN TAXES PAID 55 55 0 EXCISE TAX 2818 0 0