Grants paid by Marital Subtrust Ot - Williams Rev TR/2 Dtd 9/1/1998
EIN 46-6390566 · San Diego, CA · Form 990-PF, Part XV
Marital Subtrust Ot - Williams Rev TR/2 Dtd 9/1/1998 of San Diego, CA (EIN 46-6390566) reported 28 grants paid totaling $3,260,000 to 22 recipients in tax years 2021–2024, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$3,260,000
28 grants
Recipients
22
distinct organizations
Tax years
2021–2024
4 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2021 | 12 | $850,000 | — |
| 2022 | 5 | $770,000 | — |
| 2023 | 5 | $1,135,000 | — |
| 2024 | 6 | $505,000 | — |
Top recipients
The 22 recipients receiving the most from Marital Subtrust Ot - Williams Rev TR/2 Dtd 9/1/1998, by grants paid, out of 22 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| University of California 81-1717527 | C | Berkeley, CA | 1 | $1,000,000 | 2023 |
| California Western School of Law 95-2944594 | B | San Diego, CA | 1 | $500,000 | 2022 |
| Uc Berkeley Foundation | U | Berkeley, CA | 1 | $300,000 | 2024 |
| Depauw University | U | Greencastle, IN | 1 | $250,000 | 2021 |
| Sdabl Charity for Kids | U | San Diego, CA | 3 | $125,000 | 2024 |
| Rady Children's Hospital Foundation | U | San Diego, CA | 1 | $100,000 | 2021 |
| Scripps Whittier Diabetes Institute | U | San Diego, CA | 1 | $100,000 | 2021 |
| Planned Parenthood | U | Washington, DC | 1 | $100,000 | 2022 |
| Girls Inc of Alameda County 94-1558073 | B | Oakland, CA | 2 | $100,000 | 2023 |
| Harrisburg Symphony Association 23-1355180 | B | Harrisburg, PA | 2 | $100,000 | 2023 |
| Next Step Learning Center 94-3243557 | B | Oakland, CA | 1 | $90,000 | 2024 |
| Optimist Club Foundation | U | San Diego, CA | 1 | $80,000 | 2022 |
| Assistance League of Greater San Diego 95-6110237 | B | San Diego, CA | 1 | $60,000 | 2021 |
| Lincoln Center Theater 13-3004747 | B | New York, NY | 2 | $60,000 | 2024 |
| Unc Lineberger Comprehensive Cancer Center | U | Chapel Hill, NC | 1 | $50,000 | 2021 |
| San Diego Symphony 14-1858753 | C | San Diego, CA | 1 | $50,000 | 2021 |
| Alpha Project 33-0215585 | B | San Diego, CA | 1 | $50,000 | 2021 |
| San Diego Humane Society 33-0349256 | C | San Diego, CA | 2 | $45,000 | 2024 |
| San Diego Museum of Art 95-1696715 | C | San Diego, CA | 1 | $25,000 | 2021 |
| Uh Foundation | U | Honolulu, HI | 1 | $25,000 | 2024 |
| Rep for Wildlife Inc | U | Jamul, CA | 1 | $25,000 | 2021 |
| San Diego Food Bank | U | San Diego, CA | 1 | $25,000 | 2021 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 28 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2024 | Uc Berkeley Foundation Berkeley, CA | U | $300,000 | paid | GENERAL CHARITABLE PURPOSES | 202500979349100805 |
| 2024 | Next Step Learning Center Oakland, CA | B | $90,000 | paid | GENERAL CHARITABLE PURPOSES | 202500979349100805 |
| 2024 | Lincoln Center Theater New York, NY | B | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202500979349100805 |
| 2024 | Sdabl Charity for Kids San Diego, CA | U | $35,000 | paid | GENERAL CHARITABLE PURPOSES | 202500979349100805 |
| 2024 | Uh Foundation Honolulu, HI | U | $25,000 | paid | GENERAL CHARITABLE PURPOSES | 202500979349100805 |
| 2024 | San Diego Humane Society San Diego, CA | C | $5,000 | paid | ENGINEERING STUDENT CENTER EXPANSION AND RENOVATION | 202500979349100805 |
| 2023 | University of California Berkeley, CA | C | $1,000,000 | paid | ENGINEERING STUDENT CENTER EXPANSION AND RENOVATION | 202401309349102820 |
| 2023 | Sdabl Charity for Kids San Diego, CA | U | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202401309349102820 |
| 2023 | Harrisburg Symphony Association Harrisburg, PA | B | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202401309349102820 |
| 2023 | Girls Inc of Alameda County Oakland, CA | C | $25,000 | paid | GENERAL CHARITABLE PURPOSES | 202401309349102820 |
| 2023 | Lincoln Center Theater New York, NY | B | $10,000 | paid | GENERAL CHARITABLE PURPOSES | 202401309349102820 |
| 2022 | California Western School of Law San Diego, CA | B | $500,000 | paid | GENERAL CHARITABLE PURPOSES | 202331879349101018 |
| 2022 | Planned Parenthood Washington, DC | U | $100,000 | paid | GENERAL CHARITABLE PURPOSES | 202331879349101018 |
| 2022 | Optimist Club Foundation San Diego, CA | U | $80,000 | paid | GENERAL CHARITABLE PURPOSES | 202331879349101018 |
| 2022 | Harrisburg Symphony Association Harrisburg, PA | B | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202331879349101018 |
| 2022 | Sdabl Charity for Kids San Diego, CA | U | $40,000 | paid | GENERAL CHARITABLE PURPOSES | 202331879349101018 |
| 2021 | Depauw University Greencastle, IN | U | $250,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Rady Children's Hospital Foundation San Diego, CA | U | $100,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Scripps Whittier Diabetes Institute San Diego, CA | U | $100,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Girls Inc of Alameda County Oakland, CA | B | $75,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Assistance League of Greater San Diego San Diego, CA | B | $60,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | San Diego Symphony San Diego, CA | C | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Alpha Project San Diego, CA | B | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Unc Lineberger Comprehensive Cancer Center Chapel Hill, NC | U | $50,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | San Diego Humane Society San Diego, CA | C | $40,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | San Diego Museum of Art San Diego, CA | C | $25,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | Rep for Wildlife Inc Jamul, CA | U | $25,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
| 2021 | San Diego Food Bank San Diego, CA | U | $25,000 | paid | GENERAL CHARITABLE PURPOSES | 202301909349100000 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.1 | 202500979349100805 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.0 | 202401309349102820 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202331879349101018 |
| 990PF | 2021 | 2021-12-31 | not stated | 2021v4.2 | 202301909349100000 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/466390566.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.