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Hawaii · Private foundation

Sw Wilcox Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$235k
Granted FY2024(still arriving)
13
Grants FY2024
14
Organizations funded FY2023
29%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$20,000
Largest grant, FY2024
$35,000
Organizations funded a year
9 to 20
FY2020 to FY2023
States reached, FY2024
1
Total assets, FY2024
$4.3M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 29% of the organizations Sw Wilcox Trust funded were first-time grantees, receiving 33% of its grant dollars.

New vs renewed · share of each year

In FY2023, 67% of grant dollars renewed an existing relationship; $65k went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
Arts & CultureEducationEnvironmentPublic Safety & DisasterHealthCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving12$215k0%
FY202314$195k29%
FY202220$263k35%
FY202115$248k80%
FY20209$265kn/a
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$340kEnvironment$303kYouth Development$140kReligion$95kArts & Culture$88kHuman Services$77kPublic Safety & Disaster$65kHousing & Shelter$58kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Island School$120,00041%
Boys & Girls Club of Hawaii$105,00050%
Waioli Huiia Church$95,0004n/a
National Tropical Botanical Garden$90,00040%
Hawaiian Islands Land Trust$58,00040%
Hale Halawai Ohana O Hanalei$57,000421%
Namahana Education Foundation$50,00031%
Kauai Food Bank Inc$45,00031%
Waioli Corporation$45,00026%
Hanalei School Foundation$45,0001n/a
Show all 21 grantees
All grantees of Sw Wilcox Trust by total granted
GranteeTotal grantedYearsShare of their budget
Island School$120,00041%
Boys & Girls Club of Hawaii$105,00050%
Waioli Huiia Church$95,0004n/a
National Tropical Botanical Garden$90,00040%
Hawaiian Islands Land Trust$58,00040%
Hale Halawai Ohana O Hanalei$57,000421%
Namahana Education Foundation$50,00031%
Kauai Food Bank Inc$45,00031%
Waioli Corporation$45,00026%
Hanalei School Foundation$45,0001n/a
Hawaiian Lifeguard Association$40,000225%
Reef Guardians Hawaii$40,000218%
Girl Scouts of Hawaii$35,00040%
Hui O Laka$34,00042%
Kauai Lifeguard Association$25,000214%
Waipa Foundation$20,00031%
Malama Pono Health Services Fka Malama Pono-Kauai AIDS Project$15,00011%
Rice Street Business Association$5,00012%
Leadership Kauai$5,00012%
Kauai Museum Association Ltd$5,00011%
Kauai Historical Society$4,00019%

What it could do for these grantees

Plus 11 recipients with no EIN on record ($248k), not named here.

Where it is load-bearing

Sw Wilcox Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 19 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetIsland School: $120,000 over 4y, 0.7% of budgetBoys & Girls Club of Hawaii: $105,000 over 5y, 0.5% of budgetNational Tropical Botanical Garden: $90,000 over 4y, 0.3% of budgetHawaiian Islands Land Trust: $58,000 over 4y, 0.3% of budgetHale Halawai Ohana O Hanalei: $57,000 over 4y, 21% of budgetNamahana Education Foundation: $50,000 over 3y, 0.9% of budgetKauai Food Bank Inc: $45,000 over 3y, 1.3% of budgetWaioli Corporation: $45,000 over 2y, 5.5% of budgetHawaiian Lifeguard Association: $40,000 over 2y, 25% of budgetReef Guardians Hawaii: $40,000 over 2y, 18% of budgetGirl Scouts of Hawaii: $35,000 over 4y, 0.3% of budgetHui O Laka: $34,000 over 4y, 2.0% of budgetKauai Lifeguard Association: $25,000 over 2y, 14% of budgetWaipa Foundation: $20,000 over 3y, 0.7% of budgetMalama Pono Health Services Fka Malama Pono-Kauai AIDS Project: $15,000 over 1y, 1.1% of budgetRice Street Business Association: $5,000 over 1y, 2.0% of budgetLeadership Kauai: $5,000 over 1y, 2.2% of budgetKauai Museum Association Ltd: $5,000 over 1y, 1.3% of budgetKauai Historical Society: $4,000 over 1y, 8.6% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 19.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Atherton Family FoundationHI19.7× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Atherton Family Foundation · Waimakua Foundation · George N Wilcox General Trust · McInerny Foundation-- · First Hawaiian Bank Foundation · Elsie Wilcox Foundation · Hawaii Council for Humanities · Donald C McGraw Foundation Inc · Cooke Foundation Limited · Silicon Valley Community Foundation · Vanguard Charitable Endowment Program · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Sw Wilcox Trust with peer funders

About Sw Wilcox Trust

How much does Sw Wilcox Trust give?
Sw Wilcox Trust reported 13 grants totaling $235,000 in its FY2024 IRS filing. It funded between 9 and 20 organizations a year over FY2020 to FY2023.
What does Sw Wilcox Trust fund?
By grant dollars over FY2020 to FY2024, its largest causes are Education (27%), Environment (24%), Youth Development (11%).
Who are Sw Wilcox Trust's largest grantees?
By total granted over FY2020 to FY2024: Island School ($120k), Boys & Girls Club of Hawaii ($105k), Waioli Huiia Church ($95k).
Does Sw Wilcox Trust fund new organizations?
In FY2023, 29% of the organizations it funded were first-time grantees.
Does Sw Wilcox Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Sw Wilcox Trust?
Its strongest co-funders, measured against what their size predicts, include Atherton Family Foundation, Waimakua Foundation, George N Wilcox General Trust.
Where is Sw Wilcox Trust based?
Sw Wilcox Trust is based in HI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 34 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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