· Private foundation
Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 55% of MARITAL SUBTRUST OT - WILLIAMS REV TR/2 DTD 9/1/1998’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k1 grant · $5k
- $10k–50k2 grants · $60k
- $50k–250k2 grants · $140k
- $250k+1 grant · $300k
| Recipient | Amount |
|---|---|
| UC BERKELEY FOUNDATION | $300,000 |
| NEXT STEP LEARNING CENTER | $90,000 |
| LINCOLN CENTER THEATER | $50,000 |
| SDABL CHARITY FOR KIDS | $35,000 |
| UH FOUNDATION | $25,000 |
| SAN DIEGO HUMANE SOCIETY | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY21–23, $160k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
5 repeat relationships — 3 still active in FY2024, 2 since wound down; 3 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 18% of grant dollars renewed an existing relationship; $415k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- GIGIRLS INCORPORATED OF ALAMEDA COUNTY2× · 2021–2023 · $100k · revenue +11%
- TVTHE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER2× · 2023–2024 · $60k · revenue +201%
- SDSAN DIEGO HUMANE SOCIETY AND SPCA2× · 2021–2024 · $45k · revenue +30%
Funded once
- UOUNIVERSITY OF CALIFORNIAone grant, 2023 · $1.0M
- CWCALIFORNIA WESTERN SCHOOL OF LAWone grant, 2022 · $500k · revenue -8%
DePauw Universitygraduatedone grant, 2021 · $250k · revenue +38%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…
Lewis & clark is a premier private higher education institution offering an exceptional education in an inclusive environment. by fostering critical thinking, innovation, creativity, civic engagement, and leadership, both inside and…
The mission of the university is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.
The mission of the san diego history center is to preserve our region's history - tell the diverse story of our region's past, present, and future; educate and enrich our community; and foster civic pride.
See Form 990, Part I, Line 1, Description of Organization Mission.
To inspire, educate, and empower "opportunity youth", to achieve academic success through music education, sound engineering, and multimedia production.
Stanford university is one of a select group of american universities that have achieved eminence in both undergraduate and graduate education and research - cont'd sch o.
The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…
Founded in 1924 by philanthropist Ellen Browning Scripps, Scripps Health is a $4.9 billion, private not-for-profit integrated health system in San Diego, Ca. (see Sch O)
Throughout its history, pomona college has educated men and women of exceptional promise. we gather individuals, regardless of financial circumstances, into a small residential community that is strongly rooted in southern california yet…
Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…
The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."
For reference, the grantee most central to the portfolio’s shape is The San Diego Symphony Orchestra Association and the most unlike its peers is Rep for Wildlife. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
15 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 15 of the 22 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds CALIFORNIA WESTERN SCHOOL OF LAW ↗
- Who funds DePauw University ↗
- Who funds GIRLS INCORPORATED OF ALAMEDA COUNTY ↗
- Who funds RADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO ↗
- Who funds HARRISBURG SYMPHONY ASSOCIATION INC ↗
- Who funds Next Step Learning Center Inc ↗
- Who funds Assistance League of Greater San Diego ↗
- Who funds THE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER ↗
- Who funds ALPHA PROJECT FOR THE HOMELESS ↗
- Who funds THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION ↗
- Who funds SAN DIEGO HUMANE SOCIETY AND SPCA ↗
- Who funds SAN DIEGO MUSEUM OF ART ↗
- Who funds UNIVERSITY OF HAWAII FOUNDATION ↗
- Who funds REP FOR WILDLIFE ↗
- Who funds JACOBS & CUSHMAN SAN DIEGO FOOD BANK ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.