Harry L & June M Swaim Foundation Inc

LOUISVILLE, KY EIN: 31-1106889

Harry L & June M Swaim Foundation Inc is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $523K in total assets. In 2024, it awarded 4 grants totaling $70K. Net investment income was $58K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$523K

-2.8% YoY

Annual Giving

$70K

+16.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

+16.7% YoY

Under IRS private-foundation payout rules, Harry L & June M Swaim Foundation Inc reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Harry L & June M Swaim Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $216K (75%)

New York $72K (25%)

States

Kentucky New York

Cities

LouisvilleNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$523,419	$538,743	$561,710
Revenue	$67,154	$46,252	$19,769
Expenses	$82,478	$69,219	$66,012
Qualifying Distributions	$73,176	$60,583	$54,639
Net Investment Income	$57,852	$37,468	$10,696
Distributable Amount	$41,999	$39,226	$41,309

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Covenant House of New York ($17,500), Kentucky Dance Council (louisville Ballet) ($17,500), Kentucky Opera Association ($17,500).

Recipient	Purpose	Amount
COVENANT HOUSE OF NEW YORK NEW YORK, NY	GENERAL OPERATING FUNDS	$17,500
KENTUCKY DANCE COUNCIL (LOUISVILLE BALLET) LOUISVILLE, KY	GENERAL OPERATING FUNDS	$17,500
KENTUCKY OPERA ASSOCIATION LOUISVILLE, KY	GENERAL OPERATING FUNDS	$17,500
LOUISVILLE ORCHESTRA LOUISVILLE, KY	GENERAL OPERATION FUNDS	$17,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MELANIE L MCCOY	PRESIDENT	0.5	—
DWIGHT HUTTON	VICE PRESIDENT	0.5	—
JACKSON M ANDREWS	SEC/TREAS	0.5	—

Frequently Asked Questions

How large is Harry L & June M Swaim Foundation Inc?

As of 2024, Harry L & June M Swaim Foundation Inc holds $523K in total assets with $67K in annual revenue. It awarded 4 grants totaling $70K in 2024.

Where does Harry L & June M Swaim Foundation Inc operate?

Harry L & June M Swaim Foundation Inc has awarded grants in Kentucky, New York.

What size grants does Harry L & June M Swaim Foundation Inc award?

In 2024, Harry L & June M Swaim Foundation Inc awarded 4 grants totaling $70K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Harry L & June M Swaim Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harry L & June M Swaim Foundation Inc reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harry L & June M Swaim Foundation Inc's EIN?

Harry L & June M Swaim Foundation Inc's EIN (Employer Identification Number) is 31-1106889. IRS Form 990 filing data is available on this page for 2020–2024.