SW Wilcox Trust
SW Wilcox Trust is a private foundation based in Honolulu, Hawaii. Its 2024 grants went to charitable organizations in Hawaii, supporting work that includes education, cultural and historic preservation, conservation, and community programs.
SW Wilcox Trust at a glance
In short: SW Wilcox Trust gave $235K across 13 grants in 2024 (avg $18K), mostly in Hawaii. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $235,000
- +0.0% vs 2023
- Grants made (2024)
- 13
- -18.8% vs 2023
- Average grant
- $18,077
- +23.1% vs 2023
- Median grant
- $20,000
- Total assets
- $4,338,749
- +7.5% vs 2023
- New grantees (estimate)
- 0% first-time grantees (0 of 13, 2024; small sample)
- Primary geography
- Hawaii (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to SW Wilcox Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 3170 Dept 715, Honolulu, HI 96802-3170
Phone: (808) 694-4122
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who SW Wilcox Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Waioli Huiia Church ($35K). Together the top 10 received $210K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 74 grants of 75 (99%).
Geographic Focus
Where this funder awards grants
All reported 2024 grant dollars went to recipients in Hawaii. Named recipient communities include Hanalei, Honolulu, Kalaheo, Kapaa, Kekaha, Kilauea, Lihue, and Princeville.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
States
Cities
Is SW Wilcox Trust open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 13 grantees (0%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count
- 85% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $235K (2023) to $278K (2022). In 2024 it made 13 grants totaling $235K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waioli Huiia Church Hanalei, HI | General Support | $35,000 |
| Boys and Girls Club of Hawaii Honolulu, HI | Great Futures After School Program - Kauai Clubhouses | $20,000 |
| Hawaiian Lifeguard Association Kapaa, HI | General Support | $20,000 |
| Island School Lihue, HI | General Support | $20,000 |
| Namahana Education Foundation Kilauea, HI | General Support | $20,000 |
| National Tropical Botanical Garden Kalaheo, HI | General Support | $20,000 |
| Nature Conservancy Honolulu, HI | Safeguarding Hawaii's Native Forests and Reefs | $20,000 |
| Reef Guardians Princeville, HI | Education Program | $20,000 |
| Waioli Corporation Lihue, HI | Purchase of work truck for maintenance of historic sites. | $20,000 |
| Hale Halawai Ohana O Hanalei Hanalei, HI | Halelea Cultural Exploration Program. | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,338,749 | $609,584 | $305,174 | $235,000 | 13 | $269,549 | $573,959 | $286,968 |
| 2023 | $4,034,342 | $241,357 | $305,920 | $235,000 | 16 | $268,534 | $203,971 | $259,657 |
| 2022 | $4,098,898 | $136,514 | $354,160 | $278,000 | 21 | $312,700 | $102,754 | $268,213 |
| 2021 | $4,316,544 | $472,331 | $326,569 | $248,000 | 15 | $285,616 | $435,629 | $302,551 |
| 2020 | $4,170,782 | $355,430 | $338,451 | $265,000 | 10 | — | $323,125 | $256,385 |
Under IRS private-foundation payout rules, SW Wilcox Trust reported a distributable amount of $287K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2024 grants show support for organizations working in education, Hawaiian culture and history, conservation, and community services. For example, Namahana Education Foundation says its mission is to advance Namahana School’s mission and capacity, while National Tropical Botanical Garden describes its mission as perpetuating tropical plants, ecosystems, and cultural heritage through research, conservation, and education. Waioli Corporation says it works to preserve historic properties and collections and share local history through educational experiences.
Grantmaking
In 2024, the trust reported 13 grants totaling $235,000. Grants ranged from $5,000 to $35,000, with a median of $20,000. Notable awards included $35,000 to Waioli Huiia Church for general support; $20,000 each to Boys and Girls Club of Hawaii, Hawaiian Lifeguard Association, Island School, Namahana Education Foundation, National Tropical Botanical Garden, Nature Conservancy, Reef Guardians, and Waioli Corporation; and $15,000 each to Hale Halawai Ohana O Hanalei and Hawaii Land Trust.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists David C. Carswell, William D. Pratt, and Hobey W. Beck as trustees.
SW Wilcox Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
David C. Carswell
Trustee
On filings since 2020
No compensation reported
Hobey W. Beck
Trustee
On filings since 2021
No compensation reported
William D. Pratt
Trustee
On filings since 2021
No compensation reported
Former officers (2)
- Former: David W. Pratt (2020) — Trustee
- Former: Pamela W. Dohrman (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about SW Wilcox Trust
How much does SW Wilcox Trust give each year?
SW Wilcox Trust gave $235K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $235K across 16 grants.
What is SW Wilcox Trust's typical grant size?
SW Wilcox Trust's median grant in 2024 was $20,000, and its average grant was $18,077, across 13 grants on its 2024 IRS Form 990-PF.
Where does SW Wilcox Trust give grants?
SW Wilcox Trust gives mostly in Hawaii: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Honolulu, HI (4 grants), Hanalei, HI (2 grants) and Lihue, HI (2 grants).
Does SW Wilcox Trust give general operating support?
Yes: 46% of SW Wilcox Trust's 2024 grants with a stated purpose (6 of 13) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are SW Wilcox Trust's largest grantees?
SW Wilcox Trust's largest 2024 grantees include Waioli Huiia Church ($35,000), Boys and Girls Club of Hawaii ($20,000) and Hawaiian Lifeguard Association ($20,000), according to its 2024 IRS Form 990-PF. Together they received 32% of its itemized 2024 grant dollars.
How large is SW Wilcox Trust?
SW Wilcox Trust reported $4.3M in total assets on its 2024 IRS Form 990-PF. It paid out $270K in qualifying distributions that year, against a required minimum of $287K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does SW Wilcox Trust fund?
No mission statement is provided. The 2024 grants show support for organizations working in education, Hawaiian culture and history, conservation, and community services. See mission & focus areas ↑
How do I apply for a grant from SW Wilcox Trust?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is SW Wilcox Trust's EIN?
SW Wilcox Trust's EIN (Employer Identification Number) is 99-6002547. IRS Form 990 filing data is available on this page for 2020–2024.
Does SW Wilcox Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). SW Wilcox Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/sw-wilcox-trust-morg_48dbb41cad1a46d481ed98582e00d975
BibTeX
@misc{grantable_996002547_2026,
author = {{Grantable}},
title = {{SW Wilcox Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sw-wilcox-trust-morg_48dbb41cad1a46d481ed98582e00d975},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from SW Wilcox Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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