Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998
MARITAL SUBTRUST OT - WILLIAMS is a private foundation located in San Diego, California. It supports charitable organizations through grants, with 2024 grants reported for general charitable purposes and one grant listing a specific project purpose.
Key facts about Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998
In short: Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 gave $505K across 6 grants in 2024 (avg $84K), mostly in California. Source: 2024 IRS Form 990-PF.
- EIN
- 46-6390566
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $505,000
- Grants made (2024)
- 6
- Average grant
- $84,167
- Median grant
- $42,500
- Total assets
- $4,503,113
- Primary geography
- California (85% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
-10.0% YoY
Annual Giving
$505K
-55.5% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$84K
-62.9% YoY
Under IRS private-foundation payout rules, Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 reported a distributable amount of $311K for 2024 — the minimum it must pay out in qualifying distributions.
How Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 gives
- Giving fell 41% from 2021 to 2024. Method
- In 2024 it paid out 162% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
No mission statement is provided. The 2024 filing lists grants for general charitable purposes, as well as a grant to the San Diego Humane Society for “Engineering Student Center Expansion and Renovation.”
One grantee, Next Step Learning Center, describes its mission as strengthening Oakland families, especially youth ages 17 to 25 who have dropped out of school, through intensive, personalized tutoring.
Grantmaking
In 2024, the foundation made 6 grants totaling $505,000. Grant amounts ranged from $5,000 to $300,000, with a median grant of $42,500. Notable grants included $300,000 to UC Berkeley Foundation, $90,000 to Next Step Learning Center, $50,000 to Lincoln Center Theater, $35,000 to SDABL Charity for Kids, and $25,000 to UH Foundation.
How to Apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
Ready to take the next step with Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998?
Geographic Focus
Where this funder awards grants
In 2024, 85% of grant dollars went to recipients in California, 10% to recipients in New York, and 5% to recipients in Hawaii.
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $505K (2024) to $1.1M (2023). In 2024 it made 6 grants totaling $505K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Uc Berkeley Foundation ($300K). Together the top 6 received $505K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was in the $50–100K range: 11 grants of 28 (39%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Uc Berkeley Foundation Berkeley, CA | General Charitable Purposes | $300,000 |
| Next Step Learning Center Oakland, CA | General Charitable Purposes | $90,000 |
| Lincoln Center Theater New York, NY | General Charitable Purposes | $50,000 |
| Sdabl Charity for Kids San Diego, CA | General Charitable Purposes | $35,000 |
| Uh Foundation Honolulu, HI | General Charitable Purposes | $25,000 |
| San Diego Humane Society San Diego, CA | Engineering Student Center Expansion and Renovation | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2024 | $505,000 | 6 |
| 2023 | $1,135,000 | 5 |
| 2022 | $770,000 | 5 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,503,113 | $5,001,109 | $5,693,141 |
| Revenue | $258,451 | $419,355 | $490,544 |
| Expenses | $599,764 | $1,261,124 | $858,500 |
| Qualifying Distributions | $505,000 | $1,135,000 | $770,000 |
| Net Investment Income | $258,451 | $415,206 | $401,667 |
| Distributable Amount | $311,268 | $309,667 | $378,552 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 9, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Richard E Gattis is listed as trustee.
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 is led by Richard E. Gattis, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2024 filing
Richard E. Gattis
Trustee
On filings since 2021
10 hrs/week
$144K (2021) → $84K (2024)
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $84K, to Richard E Gattis (Trustee).
Contact
Mailing address: 1696 Guy St, San Diego, CA 92103
Phone: (619) 868-6290
Frequently asked questions about Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998
How much does Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 give each year?
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 gave $505K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 5 grants.
What is Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's typical grant size?
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's median grant in 2024 was $42,500, and its average grant was $84,167, across 6 grants on its 2024 IRS Form 990-PF.
Where does Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 give grants?
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 gives mostly in California: 85% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (10%). The most frequent recipient cities were San Diego, CA (2 grants).
Does Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 give general operating support?
Yes: 83% of Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's 2024 grants with a stated purpose (5 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's largest grantees?
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's largest 2024 grantees include Uc Berkeley Foundation ($300,000), Next Step Learning Center ($90,000) and Lincoln Center Theater ($50,000), according to its 2024 IRS Form 990-PF. Together they received 87% of its itemized 2024 grant dollars.
How large is Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998?
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 reported $4.5M in total assets on its 2024 IRS Form 990-PF. It paid out $505K in qualifying distributions that year, against a required minimum of $311K (roughly 5% of its investment assets).
What does Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 fund?
No mission statement is provided. The 2024 filing lists grants for general charitable purposes, as well as a grant to the San Diego Humane Society for “Engineering Student Center Expansion and Renovation.” See mission & focus areas ↑
How do I apply for a grant from Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's EIN?
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's EIN (Employer Identification Number) is 46-6390566. IRS Form 990 filing data is available on this page for 2021–2024.
Does Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 by hand.
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