Nonprofit · EIN 99-6002547
S W WILCOX TRUST
Tax-exempt · HONOLULU, HI 96802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $609,584 | $305,174 | $304,410 | $4,338,749 | $0 | $4,338,749 |
| December 31, 2023 | 990-PF | $241,357 | $305,920 | -$64,563 | $4,034,342 | $0 | $4,034,342 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $135,964
- Net gain from sales of assets
- $473,415
- Other income
- $205
Expenses
- Grants and similar amounts paid
- $235,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $269,549
- Excise tax on investment income
- $7,978
Balance sheet and other
- Total assets, start of year
- $4,034,342
- Total assets, end of year
- $4,338,749
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,338,749
- Fair market value of assets
- $6,024,300
- Qualifying distributions
- $269,549
- Net investment income
- $609,584
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C CARSWELL 154 COOKE ROAD, KULA, HI 96790 | TRUSTEE | 0 | $0 |
| WILLIAM D PRATT 706 ULILI STREET, HONOLULU, HI 96816 | TRUSTEE | 0 | $0 |
| HOBEY W BECK PO BOX 371, HANALEI, HI 96714 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C CARSWELL 154 COOKE ROAD, KULA, HI 96790 | TRUSTEE | 0 | $0 |
| WILLIAM D PRATT 706 ULILI STREET, HONOLULU, HI 96816 | TRUSTEE | 0 | $0 |
| HOBEY W BECK PO BOX 371, HANALEI, HI 96714 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3170, HONOLULU, HI 96802-3170
- In care of
- % BANK OF HAWAII
- Signed the 990-PF
- WILLIAM D PRATT, TRUSTEE
- Phone
- (808) 694-4122
- Return prepared by
- KMH LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-6002547
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,338,749
- Income (IRS master file)
- $1,564,339
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $609,584 | $305,174 | $4,338,749 | IRS |
| 990-PF | December 2023 | $241,357 | $305,920 | $4,034,342 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-6002547).
Questions about S W WILCOX TRUST
- What is the EIN of S W WILCOX TRUST?
- The employer identification number (EIN) of S W WILCOX TRUST is 99-6002547.
- Is S W WILCOX TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to S W WILCOX TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does S W WILCOX TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of S W WILCOX TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did S W WILCOX TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of S W WILCOX TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does S W WILCOX TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $609,584, expenses of $305,174 and total assets of $4,338,749 at year end.
Other nonprofits in HONOLULU
- HAWAII PACIFIC HEALTH GROUP RETURN EIN 38-3835105 · last filed 990 for 2025
- THE QUEENS MEDICAL CENTER EIN 99-0073524 · last filed 990 for 2025
- TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP EIN 99-0073480 · last filed 990 for 2025
- ALOHACARE EIN 99-0309519 · last filed 990 for 2024
- QUEEN EMMA LAND COMPANY EIN 99-0183769 · last filed 990 for 2025
- KAPIOLANI MEDICAL SPECIALISTS EIN 99-0322406 · last filed 990 for 2025
- HAWAII DENTAL SERVICE EIN 99-0107971 · last filed 990 for 2024
- THE QUEENS HEALTH SYSTEMS EIN 99-0238120 · last filed 990 for 2025