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.
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 at a glance
In short: Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 gave $400K across 11 grants in 2025 (avg $36K), mostly in California. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $400,000
- -20.8% vs 2024
- Grants made (2025)
- 11
- +83.3% vs 2024
- Average grant
- $36,364
- -56.8% vs 2024
- Median grant
- $25,000
- Total assets
- $4,312,829
- -4.2% vs 2024
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2025; small sample)
- Primary geography
- California (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 1696 Guy St, San Diego, CA 92103
Phone: (619) 868-6290
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was ABC Youth Fdn ($100K). Together the top 10 received $390K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 19 grants of 39 (49%).
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 2025 grant dollars across all 11 itemized grants.
Cities
Is Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 open to new grantees?
45%
first-time grantees, 2025
In 2025, 5 of 11 grantees (45%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $47K; repeat grants $28K. How we count
Medians: $25K first-time, $25K repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving fell 48% from 2022 to 2025. Method
- In 2025 it paid out 153% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $400K (2025) to $1.1M (2023). In 2025 it made 11 grants totaling $400K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ABC Youth Fdn San Diego, CA | General Charitable Purposes | $100,000 |
| Aloha Tree Alliance Honolulu, HI | General Charitable Purposes | $75,000 |
| Sdabl Charity for Kids San Diego, CA | General Charitable Purposes | $40,000 |
| Lincoln Center Theater New York, NY | General Charitable Purposes | $25,000 |
| Jupiter Hills Comm Fdn Tequesta, FL | General Charitable Purposes | $25,000 |
| San Diego Humane Society San Diego, CA | General Charitable Purposes | $25,000 |
| Living Roots Initiative Honolulu, HI | General Charitable Purposes | $25,000 |
| Uh Foundation Honolulu, HI | General Charitable Purposes | $25,000 |
| San Diego Food Bank San Diego, CA | General Charitable Purposes | $25,000 |
| San Diego Symphony San Diego, CA | General Charitable Purposesgeneral Charitable Purposesgeneral Charitable Purposes | $25,000 |
Ready to take the next step with Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,312,829 | $227,116 | $517,865 | $400,000 | 11 | $484,000 | $213,094 | $315,816 |
| 2024 | $4,503,113 | $258,451 | $599,764 | $505,000 | 6 | $505,000 | $258,451 | $311,268 |
| 2023 | $5,001,109 | $419,355 | $1,261,124 | $1,135,000 | 5 | $1,135,000 | $415,206 | $309,667 |
| 2022 | $5,693,141 | $490,544 | $858,500 | $770,000 | 5 | $770,000 | $401,667 | $378,552 |
| 2021 | $6,391,685 | $363,887 | $1,001,000 | $850,000 | 12 | $850,000 | $73,106 | $422,749 |
Under IRS private-foundation payout rules, Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 reported a distributable amount of $316K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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. Its 2025 filing, the latest on this page, reports 11 grants totaling $400,000.
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 2025 filing
Richard E. Gattis
Trustee
On filings since 2021
10 hrs/week
$144K (2021) → $84K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $84K, to Richard E Gattis (Trustee).
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 $400K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $505K across 6 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 2025 was $25,000, and its average grant was $36,364, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 that year got $47K on average.
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: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Hawaii (31%) and New York (9%). The most frequent recipient cities were San Diego, CA (5 grants) and Honolulu, HI (3 grants).
Does Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 give general operating support?
Yes: 100% of Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 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 2025 grantees include ABC Youth Fdn ($100,000), Aloha Tree Alliance ($75,000) and Sdabl Charity for Kids ($40,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 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 $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $484K in qualifying distributions that year, against a required minimum of $316K (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 2021–2025.
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 November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2026)
- 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
Other open foundation grants in California
California Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Chrysalis Ventures Foundation
San Diego, CA
Assets
$80K
Grants
12
Total Given
$8K
The Lapid Family Charitable FDN
Hood River, OR
The Lapid Family Charitable FDN supports a range of charitable organizations, including humanitarian, education, arts, and community groups. In 2024, it made 12 grants totaling $151,080, with grants ranging from $2,144 to $42,843; most funding went to California, followed by Washington, DC, and Oregon. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$64
Grants
12
Total Given
$151K
The McDermott Foundation
Winnetka, IL
In 2025, the McDermott Foundation gave $35,500 to 14 preselected charitable organizations, supporting a range of organizations including universities, arts groups, and community organizations; most funding went to Illinois. Grants ranged from $500 to $15,000, with a median of $1,000, and it does not accept unsolicited requests.
Assets
$264K
Grants
14
Total Given
$36K
Castor-Bell-Lewis Family Foundation Inc
Tampa, FL
The Tampa-based Castor-Bell-Lewis Family Foundation supports Florida organizations working in areas including health care, children and families, domestic violence prevention, workforce assistance, food access, public media, civil rights, and the arts. Its 2025 grants ranged from $500 to $5,000, with a median of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$578K
Grants
17
Total Given
$29K
Prospect Creek Foundation
Wayzata, MN
Prospect Creek Foundation supports education, arts, health, public media, and science-related organizations. Its 20 grants in 2024 ranged from $1,000 to $3 million, with a median of $5,000; most grant dollars went to California and Minnesota. It accepts written requests with supporting materials describing the charitable purpose.
Assets
$25.0M
Grants
20
Total Given
$4.9M
Health Quest Foundation
San Diego, CA
Health Quest Foundation funds education, health, conservation, and youth programs, with most of its giving going to California organizations. Its 2024 grants ranged from $100 to $25,000, with a median of $1,032. It accepts unsolicited written requests with grant details and proof of tax-exempt status; no deadlines are stated.
Assets
$622K
Grants
22
Total Given
$116K
More similar funders
More Funders in California
Cite this profile
Grantable. (2026). Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 funder profile. GrantGraph. Retrieved November 14, 2026, from https://grantable.co/funders/marital-subtrust-ot-williams-rev-tr-2-dtd-9-1-1998-morg_732b1bbe10fe429d9a81c499196a705d
BibTeX
@misc{grantable_466390566_2026,
author = {{Grantable}},
title = {{Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/marital-subtrust-ot-williams-rev-tr-2-dtd-9-1-1998-morg_732b1bbe10fe429d9a81c499196a705d},
note = {Accessed 2026-11-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 down — hundreds of funders to go?