2026-03-09T16:47:29-04:00 2025-12-31 621874228 WARRENJACKSON CPAS PLLC 606 S MAIN STE C SWEETWATER TN 378742731 990PF 2025-01-01 206383730 MARLETTE FAMILY FOUNDATION MARL 4238360465 1943 CAMDEN DRIVE MARYVILLE TN 37803 JOSEPH C MARLETTE PRESIDENT 4238360465 2026-02-23 true STEPHEN CARICO CPA P01810554 4233375003 2026-03-03 2025 2025-03-06 01:10:19Z X 199006 X 20 X 3 3 6476 6476 4094 14339 2381 10593 8860 645 1467 192 20 2324 0 0 4841 4841 7165 0 4841 3428 8860 2 39 38 6177 4913 4913 122763 139512 139512 46921 54543 54543 175863 199007 199006 0 X 175863 199007 175863 199007 175863 199007 175863 3428 19716 199007 199007 2381 123 123 123 123 false false false false false false false true true TN true false false false false true N/A JOSEPH C MARLETTE 4238360465 1923 CAMDEN DR MARYVILLE TN 37803 false false false false false false false false false false false false false false false false false false false false JOSEPH C MARLETTE 1923 CAMDEN DR MARYVILLE TN 37803 PRESIDENT 000.00 0 0 0 LAUREL A MARLETTE 1923 CAMDEN DR MARYVILLE TN 37803 SECRETARY 000.00 0 0 0 NONE NONE N/A 181870 5564 0 187434 187434 2812 184622 9231 9231 123 123 9108 9108 9108 4841 4841 9108 4841 4841 4267 X DONORS CHOOSE 132 WEST 37TH ST NEW YORK NY 10018 NONE PC EDUCATION ENHANCEMENT 2041 BOYS AND GIRLS CLUB OF OCOEE REGION 385 3RD ST SW CLEVELAND TN 37311 NONE PC YOUTH DEVELOPMENT/SCHOLARSHIPS 2700 TELLICO SAFE 114 STUART RD CLEVELAND TN 37311 NONE PC CHILDREN SAFETY 100 4841 14 3 14 6476 4094 6479 4094 10573 7 THE MARLETTE FAMILY FOUNDATION IS DEDICATED TO HELPING FAMILY SUPPORT, EDUCATION, CHILD, AND ANIMAL HEALTH IMPROVEMENT ORGANIZATIONS. THE FOUNDATION ALSO CONTRIBUTES FROM TIME TO TIME TO DISASTER RELIEF AROUND THE WORLD. EACH DONATION MADE FITS INTO ON OF THESE CATEGORIES. false false false false false false false false false false CPA TAX PREPARATION FEES 645 AMERICAN FUNDS NEW 2024-12 PURCHASE 2025-11 1083 926 157 AQR GLOBAL EQUITY 2024-12 PURCHASE 2025-05 2440 2283 157 AMERICAN FUNDS NEW 2014-04 PURCHASE 2025-11 2017 1046 971 AQR GLOBAL EQUITY 2017-12 PURCHASE 2025-05 1560 1245 315 BLACKROCK EMERGING MKTS PURCHASE 2025-09 4858 4745 113 GOVT - ISHARES US TREASURY BOND 7690 7690 ANBGX - AMERICAN FUNDS STRATEGIC 11491 11491 SUBFX - CARILLON REAMS 11640 11640 DHRIX - DIAMOND HILL CORE BOND 9665 9665 GBOSX - JPMORGAN GLOBAL BOND 14057 14057 DFAI - DIMENSIONAL INTERN CORE 11737 11737 VOE - VANGUARD MID CAP 3902 3902 NTSI - WISDOMTREE INTRNAT 4674 4674 PTTRX - PIMCO TOTAL RETURN 9903 9903 FWGIX - AMERICAN FUNDS CAPITAL 5927 5927 FNPFX - AMERICAN FUNDS NEW 18539 18539 AQGRX - AQR GLOBAL EQUITY 20296 20296 MADCX - BLACKROCK EMERGING MKTS DFCEX - DFA EMERGING MARKETS 10875 10875 DISVX - DFA INTERNATIONAL SMALL 6369 6369 DUSLX - DFA US LARGE CAP GROWTH 12136 12136 DFLVX - DFA US LARGE CAP VALUE 13051 13051 POGRX - PRIMECAP ODYSSEY GROWTH SWTSX - SCHWAB TOTAL STOCK MARKET 16788 16788 VSIAX - VANGUARD SMALL CAP VALUE 5315 5315 EXPENSES TN SECRETARY OF STATE 20 INCREASE IN MARKET VALUE 19716 FINANCIAL ADVISOR FEES 1467 FOREIGN TAXES 92 IRS TAXES 100