Sw Wilcox Trust
Public-Disclosure-Copy.pdf type: exa:search title: CS Tax return for year 2022 type: exa:search title: 061556f8.tif type: exa:search title: 09adaddf.tif type: exa:search title: 2019 Schwab Charitable Form 990 Schedule I type: exa:search title: 07f6520b.tif type: exa:search title: 0201cef1.tif type: exa:news title: In the News - Kauai Planning & Action Alliance type: exa:news title: Willcox secures $10M grant for new riparian sanctuary type: exa:news title: SWA Board Awards 7 Grants For Local Communities To Take The Fight To Blight type: exa:news title: '[PDF] FINDING AID KAUA''I HISTORICAL SOCIETY ORGANIZATIONAL ...' type: exa:news title: Willcox Theater and Arts Inc. receives $20,000 grant | Willcox Range News | myheraldreview.com
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
+7.5% YoY
Annual Giving
$235K
+0.0% YoY
Grant Count
13
-18.8% YoY
Avg Grant Size
$18K
+23.1% YoY
Mission & Focus Areas
The trust does not specify particular subject areas for its funding. Grant decisions appear to be made on a discretionary basis by the board of trustees.
Grantmaking
The trust reported total assets of $4,034,342 with annual expenses of $305,920 and revenue of $241,357. In 2024, the trust awarded 16 grants totaling approximately $235,000, with an average grant size of approximately $59,000. The trust is open to new applicants, with approximately 12% of new applicants receiving funding.
Grant Range
of approximately $59,000. The trust is open to new applicants, with approximately 12% of new applicants receiving funding.
Average Grant
of approximately $59,000. The trust is open to new applicants, with approximately 12% of new applicants receiving funding.
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Geographic Focus
Where this funder awards grants
The SW Wilcox Trust primarily funds initiatives within the state of Hawaii, with a specific focus on communities including Hanalei, Honolulu, Kalaheo, Kapaa, Kekaha, Kilauea, Koloa, Lihue, and Princeville.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $4,034,342 (representing a 2.6% increase from the previous year)
Annual Grants: $235,000 (2024)
Expense Ratio: 126.8% of total revenue spent on programs
Annual Revenue: $241,357
Annual Expenses: $305,920
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,338,749 | $4,034,342 | $4,098,898 |
| Revenue | $609,584 | $241,357 | $136,514 |
| Expenses | $305,174 | $305,920 | $354,160 |
| Qualifying Distributions | $269,549 | $268,534 | $312,700 |
| Net Investment Income | $573,959 | $203,971 | $102,754 |
| Distributable Amount | $286,968 | $259,657 | $268,213 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is governed by three trustees who serve without compensation:
- David C. Carswell
- William D. Pratt
- Hobey W. Beck
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID C CARSWELL | TRUSTEE | — | — |
| WILLIAM D PRATT | TRUSTEE | — | — |
| HOBEY W BECK | TRUSTEE | — | — |
Related Funders
Similar funders by location and focus area
Hamakua Institute
NINOLE, HI
Assets
—
Grants
0
Total Given
—
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KEKAHA, HI
Assets
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Grants
1
Total Given
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Wailea Community Association
WAILEA, HI
Assets
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3
Total Given
$138K
Skipping Stone Foundation
HONOLULU, HI
Assets
—
Grants
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Total Given
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Charles R Bishop Trust
HONOLULU, HI
Assets
$16.1M
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Total Given
$471K
Hawaii Youth Services Network
HONOLULU, HI
Assets
$637K
Grants
4
Total Given
$189K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Sw Wilcox Trust on Grantable?
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