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Sw Wilcox Trust at a glance

· 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 FY2024still arriving
13
Grants FY2024still arriving
1
States reached
$35k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% 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
02FY2024 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $10k
  • $10k–50k11 grants · $225k
$20,000
Median grant
1
States reached
$4.3M
Total assets
Largest grants
RecipientAmount
WAIOLI HUIIA CHURCH$35,000
ISLAND SCHOOL$20,000
Individual grant recipient$20,000
BOYS AND GIRLS CLUB OF HAWAII$20,000
NATIONAL TROPICAL BOTANICAL GARDEN$20,000
HAWAIIAN LIFEGUARD ASSOCIATION$20,000
NAMAHANA EDUCATION FOUNDATION$20,000
WAIOLI CORPORATION$20,000
NATURE CONSERVANCY$20,000
HALE HALAWAI OHANA O HANALEI$15,000
HAWAII LAND TRUST$15,000
SALVATION ARMY HAWAIIAN AND PACIFIC ISLAND DIVSION$5,000
HUI O LAKA$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–24, $57k) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%HALE HALAWAI OHANA O HANALEI: $10k → 9%HALE HALAWAI 'OHANA OHANALEI: $22k → 9%HALE HALAWAI OHANA O HANALEI: $15k → 9%HALE HALAWAI OHANA O HANALEI: $10k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 7% of Sw Wilcox Trust’s grant dollars are earmarked for a different county than the recipient’s own address.

Sw Wilcox Trustlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

82%of every dollar goes to organizations it has funded before.
$967k · 18 repeat orgs$219k to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against +42% for those funded once.

18 repeat relationships: 12 still active in FY2024, 6 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

18
14

Total granted

$967k
$219k

Median revenue growth · since first grant

+46%
+42%

Still filing today

78%
36%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
EnvironmentArts & CultureEducationPublic Safety & DisasterHuman ServicesFood & NutritionOther
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.

Backed again, and grew

  • IS
    ISLAND SCHOOL
    4× · 2021–2024 · $120k · revenue +46%
  • BG
    BOYS & GIRLS CLUB OF HAWAII
    5× · 2020–2024 · $105k · revenue +28%
  • NT
    NATIONAL TROPICAL BOTANICAL GARDEN
    4× · 2020–2024 · $90k · revenue +240%

Funded once

  • HS
    HANALEI SCHOOL FOUNDATION SCHOOL
    one grant, 2020 · $45k
  • HS
    HANALEI SCHOOL FOUNDATION
    one grant, 2021 · $45k
  • IS
    ISLAND SCHOOL CAPITAL CAMPAIGN
    one grant, 2020 · $40k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
E Kupaku Ka Aina - the Hawaii Land Restoration Institute
Environment
2
Na 'Aina Kai Botanical Gardens
Philanthropy
3
Na Mamo o Kawa

to rehabilitate, curate, and steward the natural and cultural resources of Kawa to honor the past, benefit the present, and preserve for the future generations of Ka'u, the Island of Hawaii and all humankind.

Environment
4
Malama Kua Aina
Environment
5
Hui Aloha Kiholo

Our mission is to protect, perpetuate, and enhance the cultural and natural landscape of the kiholo bay area through collaborative management and active community stewardship.

Arts & Culture
6
Ka Ha O Ka Aina
Environment
7
Ke Ao Halii

The mission is to protect and preserve the natural and cultural resources of the hana moku and the customary and traditional practices of native hawaiians of the region; to preserve and manage the area's natural, cultural, scenic, historic…

Environment
8
Kahea the Hawaiian Environmental Alliance

Kahea is a community-based organization working to improve the quality of life for hawai`i's people and future generations through the revitalization and protection of hawai`i's unique natural and cultural resources. kahea advocates for…

Environment
9
Na Kua Aina O Waimanalo
Arts & Culture
10
Hoala Kealakekua Nui Inc

Ho'ala kealakekua nui, inc. (hkn) is a native hawaiian-driven nonprofit corporation committed to implementing traditional methods of environmental stewardship and restoration, education and outreach, and cultural preservation at the wahi…

Environment
11
Hawaii - American Nurses Association Foundation
Environment
12
Hawaii Book and Music Festival
Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Waipa Foundation; the most unlike its peers is Kauai Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

21 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 21 of the 34 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
21/21
Grantees still filing
16/21
Grew since first funded

Where the money sits, by cause and then by grantee

BOYS & GIRLS CLUB OF HAWAII: $105,000 · OtherBOYS & GIRLS CLUB OF HAWAIIWAIOLI HUIIA CHURCH: $95,000 · OtherWAIOLI HUIIA CHURCHIndividual grant recipient: $58,000 · OtherIndividual grant recipientTHE NATURE CONSERVANCY: $55,000 · OtherTHE NATURE CONSERVANCYNamahana Education Foundation: $50,000 · OtherNamahana Education FoundationHANALEI SCHOOL FOUNDATION SCHOOL: $45,000 · OtherHANALEI SCHOOL FOUNDATION SCHOOLHANALEI SCHOOL FOUNDATION: $45,000 · OtherHANALEI SCHOOL FOUNDATIONIndividual grant recipient: $40,000 · OtherIndividual grant recipientISLAND SCHOOL CAPITAL CAMPAIGN: $40,000 · OtherISLAND SCHOOL CAPITAL CAMPAIGNGIRL SCOUTS OF HAWAII: $35,000 · Other+12 more: $129,000 · Other+12 moreNATIONAL TROPICAL BOTANICAL GARDEN: $90,000 · EnvironmentNATIONAL TROPICA…HAWAIIAN ISLANDS LAND TRUST: $58,000 · EnvironmentHAWAIIAN ISLANDS…REEF GUARDIANS HAWAII: $40,000 · EnvironmentREEF GUARDIANS H…ISLAND SCHOOL: $120,000 · EducationISLAND SCHO…Leadership Kauai: $5,000 · EducationWAIOLI CORPORATION: $45,000 · Arts & CultureHUI O LAKA: $34,000 · Arts & CultureKAUAI MUSEUM ASSOCIATION LTD: $5,000 · Arts & CultureHAWAIIAN LIFEGUARD ASSOCIATION: $40,000 · Public Safety & DisasterKAUAI LIFEGUARD ASSOCIATION: $25,000 · Public Safety & DisasterHale Halawai Ohana O Hanalei: $57,000 · Human ServicesKAUAI FOOD BANK INC: $45,000 · Food & Nutrition
Other$697,000Environment$188,000Education$125,000Arts & Culture$84,000Public Safety & Disaster$65,000Human Services$57,000Food & Nutrition$45,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee 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 budgetTHE NATURE CONSERVANCY: $55,000 over 3y, 0.0% 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 budgetHAWAII COMMUNITY FOUNDATION: $20,000 over 1y, 0.0% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds ISLAND SCHOOL ↗
  • Who funds BOYS & GIRLS CLUB OF HAWAII ↗
  • Who funds NATIONAL TROPICAL BOTANICAL GARDEN ↗
  • Who funds HAWAIIAN ISLANDS LAND TRUST ↗
  • Who funds Hale Halawai Ohana O Hanalei ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds Namahana Education Foundation ↗
  • Who funds KAUAI FOOD BANK INC ↗
  • Who funds WAIOLI CORPORATION ↗
  • Who funds HAWAIIAN LIFEGUARD ASSOCIATION ↗
  • Who funds REEF GUARDIANS HAWAII ↗
  • Who funds GIRL SCOUTS OF HAWAII ↗
  • Who funds HUI O LAKA ↗
  • Who funds KAUAI LIFEGUARD ASSOCIATION ↗
  • Who funds HAWAII COMMUNITY FOUNDATION ↗
  • Who funds WAIPA FOUNDATION ↗
  • Who funds MALAMA PONO HEALTH SERVICES FKA MALAMA PONO-KAUAI AIDS PROJECT ↗
  • Who funds RICE STREET BUSINESS ASSOCIATION ↗
  • Who funds Leadership Kauai ↗
  • Who funds KAUAI MUSEUM ASSOCIATION LTD ↗
  • Who funds KAUAI HISTORICAL SOCIETY ↗

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 Found…Waimakua FoundationGeorge N Wilcox Gener…McInerny Foundation--First Hawaiian Bank F…Elsie Wilcox Foundati…Hawaii Council for Hu…Donald C McGraw Found…Cooke Foundation Limi…Silicon Valley Commun…Vanguard Charitable E…Fidelity Investments …
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.

How much its grantees rely on government

Each dot is one organization Sw Wilcox Trust funds: left to right is the share of its income from government, bottom to top the share from Sw Wilcox Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%8%17%30%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    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

    Play a game based on Sw Wilcox’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home