Before you apply to Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
MARITAL SUBTRUST OT - WILLIAMS REV TR/2 DTD 9/1/1998
MARITAL SUBTRUST OT - WILLIAMS REV TR/2 DTD 9/1/1998 is a private foundation categorized as Private Foundation based in SAN DIEGO, CA. Its most recent IRS filing (2025) reports revenue of $227K, expenses of $518K, total assets of $4.3M. Imperigo tracks 39 reported grants from this foundation totaling approximately $3.7M.
EIN: 466390566
SAN DIEGO, CA
Latest filing: 2025
Total Revenue$227K
Total Expenses$518K
Total Assets$4.3M
Grants Given39
Grant Total$3.7M
Filing Years2021–2025
Sample Grants Given
ABC YOUTH FDN
GENERAL CHARITABLE PURPOSES
$100,000
ALOHA TREE ALLIANCE
GENERAL CHARITABLE PURPOSES
$75,000
SDABL CHARITY FOR KIDS
GENERAL CHARITABLE PURPOSES
$40,000
LINCOLN CENTER THEATER
GENERAL CHARITABLE PURPOSES
$25,000
JUPITER HILLS COMM FDN
GENERAL CHARITABLE PURPOSES
$25,000
Showing up to 5 of 39 total records — full history available with membership.
Officers & Directors
TRUSTEE
Richard E Gattis
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $227K | $518K | $4.3M |
| 2024 | $258K | $600K | $4.5M |
| 2023 | $419K | $1.3M | $5.0M |
| 2022 | $491K | $858K | $5.7M |
| 2021 | $364K | $1.0M | $6.4M |
Between 2021 and 2025, reported annual revenue declined from $364K to $227K (-38%), with total assets most recently reported at $4.3M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA, DC, FL, HI, IN, NC, and 2 other states.
CADCFLHIINNCNYPA
Full geographic grant map with state-by-state breakdown available with membership.