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EIN 99-6002547

SW Wilcox Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Honolulu
State
Hawaii
Year formed
1942
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The SW Wilcox Trust is a private foundation located in Honolulu, HI. Its purpose is to generate investment income that supports grants to exempt organizations. The trust primarily funds general support, a women's wellness clinic program, a tree trimming and removal project, supporting the mission of the NTBG, a student ministry program, and remediation. Island School and others are among the grantees that received 21 grants from the trust last year.
Total revenues
$241,357
2023
Total expenses
$305,920
2023
Total assets
$4,034,342
2023
Num. employees
0
2023

Program areas at SW Wilcox Trust

Investment income that funds grants to exempt organization

Grants made by SW Wilcox Trust

GranteeGrant descriptionAmount
Boys and Girls Club of Hawaii (BGCH)Great Futures After School Program - Kauai Clubhouses$20,000
Hawaiian Lifeguard AssociationGeneral Support$20,000
Hawaii Community FoundationMaui Strong Fund$20,000
...and 7 more grants made

Personnel at SW Wilcox Trust

NameTitleCompensation
William PrattTrustee$0

Financials for SW Wilcox Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$140,599
Net rental income$0
Net gain from sale of non-inventory assets$100,758
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$241,357

Form 990s for SW Wilcox Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-09-18990PFView PDF
2021-122022-11-07990PFView PDF
2020-122021-05-13990PFView PDF
2019-122021-06-01990PFView PDF
...and 8 more Form 990s
Data update history
November 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2020
July 14, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 5, 2023
Updated personnel
Identified 2 new personnel
June 6, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 3170 Dept 715
Honolulu, HI 96802
Metro area
Urban Honolulu, HI
County
Honolulu County, HI
Phone
(808) 694-4122
IRS details
EIN
99-6002547
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1942
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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