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 (2024) reports revenue of $258K, expenses of $600K, total assets of $4.5M. Imperigo tracks 28 reported grants from this foundation totaling approximately $3.3M.

EIN: 466390566 SAN DIEGO, CA Latest filing: 2024

Total Revenue$258K

Total Expenses$600K

Total Assets$4.5M

Grants Given28

Grant Total$3.3M

Filing Years2021–2024

Sample Grants Given

UC BERKELEY FOUNDATION

BERKELEY, CA · 2024

GENERAL CHARITABLE PURPOSES

$300,000

NEXT STEP LEARNING CENTER

OAKLAND, CA · 2024

GENERAL CHARITABLE PURPOSES

$90,000

LINCOLN CENTER THEATER

NEW YORK, NY · 2024

GENERAL CHARITABLE PURPOSES

$50,000

SDABL CHARITY FOR KIDS

SAN DIEGO, CA · 2024

GENERAL CHARITABLE PURPOSES

$35,000

UH FOUNDATION

HONOLULU, HI · 2024

GENERAL CHARITABLE PURPOSES

$25,000

Showing up to 5 of 28 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

GENERAL CHARITABLE PURPOSES

$2,255,000 26 grants

ENGINEERING STUDENT CENTER EXPANSION AND RENOVATION

$1,005,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
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 2024, reported annual revenue declined from $364K to $258K (-29%), with total assets most recently reported at $4.5M.

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, HI, IN, NC, NY, and 1 other state.

CADCHIINNCNYPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MARITAL SUBTRUST OT - WILLIAMS REV TR/2 DTD 9/1/1998

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports