Sw Wilcox Trust

HONOLULU, HI EIN: 99-6002547

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

-18.8% YoY

Avg Grant Size

$18K

+23.1% YoY

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 April 2026.

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

Hawaii $1.3M (100%)

States

Hawaii

Cities

HanaleiHonoluluKalaheoKapaaKekahaKilaueaKoloaLihuePrinceville

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Waioli Huiia Church ($35,000), Boys and Girls Club of Hawaii ($20,000), Hawaiian Lifeguard Association ($20,000).

Recipient	Purpose	Amount
BOYS AND GIRLS CLUB OF HAWAII HONOLULU, HI	GREAT FUTURES AFTER SCHOOL PROGRAM - KAUAI CLUBHOUSES	$20,000
HALE HALAWAI OHANA O HANALEI HANALEI, HI	HALELEA CULTURAL EXPLORATION PROGRAM.	$15,000
HAWAII LAND TRUST HONOLULU, HI	KAHILI BEACH PRESERVE STEWARDSHIP AND AINA EDUCATION PROGRAM	$15,000
HAWAIIAN LIFEGUARD ASSOCIATION KAPAA, HI	GENERAL SUPPORT	$20,000
HUI O LAKA KEKAHA, HI	GENERAL SUPPORT	$5,000
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

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	—	—

Frequently Asked Questions

What does Sw Wilcox Trust fund?

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.

How do I apply for a grant from Sw Wilcox Trust?

Where does Sw Wilcox Trust make grants?

What size grants does Sw Wilcox Trust award?

In 2024, Sw Wilcox Trust awarded 13 grants totaling $235K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Sw Wilcox Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sw Wilcox Trust reported a distributable amount of $287K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.