S W Wilcox Trust
- Assets
- $4.1m
- Revenue
- $136.5k
- Investments
- $4.0m
- Employees
- 0
- Location
- Honolulu, HI
- Founding
- 04/1942
- Data as of
- 12/2022
- EIN
- 99-6002547
Organization Overview
S W Wilcox Trust is located in Honolulu, HI. The organization was established in 1942. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. S W Wilcox Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, S W Wilcox Trust generated $136.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (27.3%) each year. All expenses for the organization totaled $354.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, S W Wilcox Trust has awarded 46 individual grants totaling $791,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David C Carswell Trustee | 0 | $0 | |
William D Pratt Trustee | 0 | $0 | |
Hobey W Beck Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,431 |
| Dividends & Interest | $101,050 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $33,033 |
| Capital Gain Net Income | $33,033 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $136,514 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $7,746 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12 |
| Total operating and administrative expenses | $76,160 |
| Contributions, gifts, grants paid | $278,000 |
| Total expenses and disbursements | $354,160 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,672 |
| Savings and temporary cash investments | $139,975 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,955,251 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,098,898 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, S W Wilcox Trust has awarded $278,000 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
GIRL SCOUTS OF HAWAII PURPOSE: GIRL SCOUT LEADERSHIP EXPERIENCE ON KAUAI | $10,000 |
HALE HALAWAI OHANA O HANALEI PURPOSE: HALELE'A CULTURAL EXPLORATION PROGRAM | $10,000 |
HAWAII LAND TRUST PURPOSE: KAUAI STEWARDSHIP & AINA PROTECTION PROGRAM AT KAHILI BEACH PRESERVE | $15,000 |
HUI O LAKA PURPOSE: CCC CAMP USER IMPROVEMENTS PROJECT | $14,000 |
ISLAND SCHOOL PURPOSE: GENERAL SUPPORT | $35,000 |
KAUAI HISTORICAL SOCIETY PURPOSE: REMEDIATION AND RESTORATION OF SPECIFIC COLLECTIONS | $4,000 |