Marital Subtrust Ot - Williams | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Marital Subtrust Ot - Williams. Data shown is extracted from Form 990-PF filings.

EIN: 46-6390566

Foundation Overview

Based in San Diego, CA, Marital Subtrust Ot - Williams has awarded 73 grants totaling $8,140,000 to organizations in California, Pennsylvania and 5 other states across the US. Individual grants range from $5,000 to $1,000,000, with a median award of $50,000.

Latest Tax Year
2024
Total Giving (all years)
$8,140,000
Total Assets
$6,056,421
Median Grant (all grants)
$50,000

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$42,500
% Median Grant Decline
-15% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

6 of 12 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

73% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Diego (74%), Oakland (13%), Berkeley (8%).

Funding Trajectory
-41%

Declining funding trend with 41% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes + Education

Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Marital Subtrust Ot - Williams's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Uh Foundation $25,000 Honolulu, HI, US General Charitable Purposes 2024
Uc Berkeley Foundation $300,000 Berkeley, CA, US General Charitable Purposes 2024
Lincoln Center Theater $50,000 New York, NY, US General Charitable Purposes 2024
Sdabl Charity For Kids $35,000 San Diego, CA, US General Charitable Purposes 2024
San Diego Humane Society $5,000 San Diego, CA, US Engineering Student Center Expansion And Renovation 2024
Next Step Learning Center $90,000 Oakland, CA, US General Charitable Purposes 2024
Uh Foundation $25,000 Honolulu, HI, US General Charitable Purposes 2024
Uc Berkeley Foundation $300,000 Berkeley, CA, US General Charitable Purposes 2024
Lincoln Center Theater $50,000 New York, NY, US General Charitable Purposes 2024
Sdabl Charity For Kids $35,000 San Diego, CA, US General Charitable Purposes 2024
San Diego Humane Society $5,000 San Diego, CA, US Engineering Student Center Expansion And Renovation 2024
Next Step Learning Center $90,000 Oakland, CA, US General Charitable Purposes 2024
Girls Inc Of Alameda County $25,000 Oakland, CA, US General Charitable Purposes 2023
Harrisburg Symphony Association $50,000 Harrisburg, PA, US General Charitable Purposes 2023
Sdabl Charity For Kids $50,000 San Diego, CA, US General Charitable Purposes 2023
Lincoln Center Theater $10,000 New York, NY, US General Charitable Purposes 2023
University Of California $1,000,000 Berkeley, CA, US Engineering Student Center Expansion And Renovation 2023
Girls Inc Of Alameda County $25,000 Oakland, CA, US General Charitable Purposes 2023
Harrisburg Symphony Association $50,000 Harrisburg, PA, US General Charitable Purposes 2023
Sdabl Charity For Kids $50,000 San Diego, CA, US General Charitable Purposes 2023
Lincoln Center Theater $10,000 New York, NY, US General Charitable Purposes 2023
University Of California $1,000,000 Berkeley, CA, US Engineering Student Center Expansion And Renovation 2023
Sdabl Charity For Kids $40,000 San Diego, CA, US General Charitable Purposes 2022
Optimist Club Foundation $80,000 San Diego, CA, US General Charitable Purposes 2022
Harrisburg Symphony Association $50,000 Harrisburg, PA, US General Charitable Purposes 2022
Planned Parenthood $100,000 Washington, DC, US General Charitable Purposes 2022
California Western School Of Law $500,000 San Diego, CA, US General Charitable Purposes 2022
Sdabl Charity For Kids $40,000 San Diego, CA, US General Charitable Purposes 2022
Optimist Club Foundation $80,000 San Diego, CA, US General Charitable Purposes 2022
Harrisburg Symphony Association $50,000 Harrisburg, PA, US General Charitable Purposes 2022
Planned Parenthood $100,000 Washington, DC, US General Charitable Purposes 2022
California Western School Of Law $500,000 San Diego, CA, US General Charitable Purposes 2022
Sdabl Charity For Kids $40,000 San Diego, CA, US General Charitable Purposes 2022
Optimist Club Foundation $80,000 San Diego, CA, US General Charitable Purposes 2022
Harrisburg Symphony Association $50,000 Harrisburg, PA, US General Charitable Purposes 2022
Planned Parenthood $100,000 Washington, DC, US General Charitable Purposes 2022
California Western School Of Law $500,000 San Diego, CA, US General Charitable Purposes 2022
San Diego Museum Of Art $25,000 San Diego, CA, US General Charitable Purposes 2021
Rady Children's Hospital Foundation $100,000 San Diego, CA, US General Charitable Purposes 2021
San Diego Symphony $50,000 San Diego, CA, US General Charitable Purposes 2021
Depauw University $250,000 Greencastle, IN, US General Charitable Purposes 2021
San Diego Humane Society $40,000 San Diego, CA, US General Charitable Purposes 2021
Unc Lineberger Comprehensive Cancer Center $50,000 Chapel Hill, NC, US General Charitable Purposes 2021
Girls Inc Of Alameda County $75,000 Oakland, CA, US General Charitable Purposes 2021
Scripps Whittier Diabetes Institute $100,000 San Diego, CA, US General Charitable Purposes 2021
Assistance League Of Greater San Diego $60,000 San Diego, CA, US General Charitable Purposes 2021
Alpha Project $50,000 San Diego, CA, US General Charitable Purposes 2021
San Diego Food Bank $25,000 San Diego, CA, US General Charitable Purposes 2021
Rep For Wildlife Inc $25,000 Jamul, CA, US General Charitable Purposes 2021
San Diego Museum Of Art $25,000 San Diego, CA, US General Charitable Purposes 2021
Rady Children's Hospital Foundation $100,000 San Diego, CA, US General Charitable Purposes 2021
San Diego Symphony $50,000 San Diego, CA, US General Charitable Purposes 2021
Depauw University $250,000 Greencastle, IN, US General Charitable Purposes 2021
San Diego Humane Society $40,000 San Diego, CA, US General Charitable Purposes 2021
Unc Lineberger Comprehensive Cancer Center $50,000 Chapel Hill, NC, US General Charitable Purposes 2021
Girls Inc Of Alameda County $75,000 Oakland, CA, US General Charitable Purposes 2021
Scripps Whittier Diabetes Institute $100,000 San Diego, CA, US General Charitable Purposes 2021
Assistance League Of Greater San Diego $60,000 San Diego, CA, US General Charitable Purposes 2021
Alpha Project $50,000 San Diego, CA, US General Charitable Purposes 2021
San Diego Food Bank $25,000 San Diego, CA, US General Charitable Purposes 2021
Rep For Wildlife Inc $25,000 Jamul, CA, US General Charitable Purposes 2021
San Diego Museum Of Art $25,000 San Diego, CA, US General Charitable Purposes 2021
Rady Children's Hospital Foundation $100,000 San Diego, CA, US General Charitable Purposes 2021
San Diego Symphony $50,000 San Diego, CA, US General Charitable Purposes 2021
Depauw University $250,000 Greencastle, IN, US General Charitable Purposes 2021
San Diego Humane Society $40,000 San Diego, CA, US General Charitable Purposes 2021
Unc Lineberger Comprehensive Cancer Center $50,000 Chapel Hill, NC, US General Charitable Purposes 2021
Girls Inc Of Alameda County $75,000 Oakland, CA, US General Charitable Purposes 2021
Scripps Whittier Diabetes Institute $100,000 San Diego, CA, US General Charitable Purposes 2021
Assistance League Of Greater San Diego $60,000 San Diego, CA, US General Charitable Purposes 2021
Alpha Project $50,000 San Diego, CA, US General Charitable Purposes 2021
San Diego Food Bank $25,000 San Diego, CA, US General Charitable Purposes 2021
Rep For Wildlife Inc $25,000 Jamul, CA, US General Charitable Purposes 2021

Foundations Similar to Marital Subtrust Ot - Williams

Discover 5 foundations with comparable assets ($6,047,479-$6,109,775), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 26-1586986 | 113 grants awarded
$6,047,479
(≈ Similar)
$50,000
median grant
Palo Alto, CA
Same state
100%
Excellent match

EIN: 95-4606475 | 44 grants awarded
$6,080,114
(≈ Similar)
$25,000
median grant
Encino, CA
Same state
100%
Excellent match

EIN: 94-3279919 | 78 grants awarded
$6,092,720
(≈ Similar)
$25,000
median grant
Palo Alto, CA
Same state
100%
Excellent match

EIN: 83-2895504 | 16 grants awarded
$6,100,102
(≈ Similar)
$27,500
median grant
Newport Beach, CA
Same state
100%
Excellent match

EIN: 26-6234431 | 35 grants awarded
$6,109,775
(≈ Similar)
$30,000
median grant
La Mesa, CA
Same state
100%
Excellent match

Contact Information

Official contact details for Marital Subtrust Ot - Williams as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 46-6390566
Website N/A
Address 1696 GUY ST San Diego, CA 92103-3743

Key People (1)

Board members, trustees, and key staff who oversee Marital Subtrust Ot - Williams's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Richard E Gattis

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Marital Subtrust Ot - Williams is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.