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Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 at a glance

· 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.

$505k
Granted FY2024still arriving
6
Grants FY2024still arriving
3
States reached
$300k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Education$1.3MCrime & Legal$500kHealth$350kPhilanthropy$300kArts & Culture$235kYouth Development$225kCommunity Improvement$90kSocial Science$80kOther$0
02FY2024 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k2 grants · $60k
  • $50k–250k2 grants · $140k
  • $250k+1 grant · $300k
$50,000
Median grant
3
States reached
$4.5M
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 9%GIRLS INC OF ALAMEDA COUNTY: $75k → 10%ASSISTANCE LEAGUE OF GREATER SAN DIEGO: $60k → 11%GIRLS INC OF ALAMEDA COUNTY: $25k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

13%of every dollar goes to organizations it has funded before.
$430k · 5 repeat orgs$2.8M to everyone else

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

Re-uppedFunded once

Organizations

5
14

Total granted

$430k
$2.4M

Median revenue growth · since first grant

+30%
+36%

Still filing today

80%
64%

New vs renewed · share of each year

In FY2024, 18% of grant dollars renewed an existing relationship; $415k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
Arts & CultureEducationHuman ServicesAnimalsCommunity ImprovementPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • GI
    GIRLS INCORPORATED OF ALAMEDA COUNTY
    2× · 2021–2023 · $100k · revenue +11%
  • TV
    THE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER
    2× · 2023–2024 · $60k · revenue +201%
  • SD
    SAN DIEGO HUMANE SOCIETY AND SPCA
    2× · 2021–2024 · $45k · revenue +30%

Funded once

  • UO
    UNIVERSITY OF CALIFORNIA
    one grant, 2023 · $1.0M
  • CW
    CALIFORNIA WESTERN SCHOOL OF LAW
    one grant, 2022 · $500k · revenue -8%
  • DePauw Universitygraduated
    one grant, 2021 · $250k · revenue +38%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Southern California

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…

Education
2
Lewis & Clark College

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…

Education
3
California Lutheran University

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.

Education
4
San Diego Historical Society

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.

—
5
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
6
David's Harp Foundation

To inspire, educate, and empower "opportunity youth", to achieve academic success through music education, sound engineering, and multimedia production.

Youth Development
7
The Board of Trustees of the Leland Stanford Junior University

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.

Education
8
Southern California University of Health Sciences

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,…

Education
9
Scripps Health

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)

Health
10
Pomona College

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…

Education
11
Nature Collective

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…

Environment
12
American Museum of Natural History

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."

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is The San Diego Symphony Orchestra Association; 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.
04the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
15/15
Grantees still filing
10/15
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF CALIFORNIA: $1,000,000 · OtherUNIVERSITY OF CALIFORNIAUC BERKELEY FOUNDATION: $300,000 · OtherUC BERKELEY FOUNDATIONSDABL CHARITY FOR KIDS: $125,000 · OtherSDABL CHARITY FOR KIDSSCRIPPS WHITTIER DIABETES INSTITUTE: $100,000 · OtherSCRIPPS WHITTIER DIABETES INSTITUTEPLANNED PARENTHOOD: $100,000 · OtherPLANNED PARENTHOODOPTIMIST CLUB FOUNDATION: $80,000 · Other+2 more: $100,000 · Other+2 moreCALIFORNIA WESTERN SCHOOL OF LAW: $500,000 · EducationCALIFORNIA WESTERN SCHOOL …DePauw University: $250,000 · EducationDePauw University+1 more: $25,000 · EducationHARRISBURG SYMPHONY ASSOCIATION INC: $100,000 · Arts & CultureTHE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER: $60,000 · Arts & CultureTHE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION: $50,000 · Arts & CultureSAN DIEGO MUSEUM OF ART: $25,000 · Arts & CultureGIRLS INCORPORATED OF ALAMEDA COUNTY: $100,000 · Human ServicesAssistance League of Greater San Diego: $60,000 · Human ServicesRADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO: $100,000 · PhilanthropyNext Step Learning Center Inc: $90,000 · Community ImprovementSAN DIEGO HUMANE SOCIETY AND SPCA: $45,000 · AnimalsREP FOR WILDLIFE: $25,000 · AnimalsJACOBS & CUSHMAN SAN DIEGO FOOD BANK: $25,000 · Food & Nutrition
Other$1,805,000Education$775,000Arts & Culture$235,000Human Services$160,000Philanthropy$100,000Community Improvement$90,000Animals$70,000Food & Nutrition$25,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCALIFORNIA WESTERN SCHOOL OF LAW: $500,000 over 1y, 1.0% of budgetDePauw University: $250,000 over 1y, 0.1% of budgetGIRLS INCORPORATED OF ALAMEDA COUNTY: $100,000 over 2y, 0.9% of budgetRADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO: $100,000 over 1y, 0.1% of budgetHARRISBURG SYMPHONY ASSOCIATION INC: $100,000 over 2y, 1.6% of budgetNext Step Learning Center Inc: $90,000 over 1y, 20% of budgetAssistance League of Greater San Diego: $60,000 over 1y, 23% of budgetTHE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER: $60,000 over 2y, 0.1% of budgetALPHA PROJECT FOR THE HOMELESS: $50,000 over 1y, 0.2% of budgetTHE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION: $50,000 over 1y, 0.1% of budgetSAN DIEGO HUMANE SOCIETY AND SPCA: $45,000 over 2y, 0.1% of budgetSAN DIEGO MUSEUM OF ART: $25,000 over 1y, 0.2% of budgetUNIVERSITY OF HAWAII FOUNDATION: $25,000 over 1y, 0.0% of budgetREP FOR WILDLIFE: $25,000 over 1y, 24% of budgetJACOBS & CUSHMAN SAN DIEGO FOOD BANK: $25,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Donor Advised Charitable Giving IncCO6.8× affinity5 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998 funds: left to right is the share of its income from government, bottom to top the share from Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%2%6%14%25%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Marital Subtrust Ot - Williams Rev Tr/2 Dtd 9/1/1998’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home