Jennie V Foundation
The Jennie V Foundation is a private foundation established under the Marie A Cook Trust (dated March 22, 1985) and located in Newport Beach, California. The foundation operates as a grantmaking organization with a focus on supporting healthcare, education, and community service initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.6M
+20.4% YoY
Annual Giving
$588K
-4.3% YoY
Grant Count
20
-25.9% YoY
Avg Grant Size
$29K
+29.2% YoY
Under IRS private-foundation payout rules, Jennie V Foundation reported a distributable amount of $646K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports a diverse range of causes including:
- Healthcare & Nursing: Nursing education and nursing scholarships
- Medical Research: Cancer research initiatives
- Education: STEM programs, sailing education, and employee education scholarships
- Community Service: General support for community organizations
Grantmaking
The foundation made 13 grants in 2024, with a total giving of approximately $614,500 to $650,000. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Orange County, California and the surrounding region, with a particular emphasis on Newport Beach and Orange County-based nonprofits.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $13,586,546
- Total Revenues: $1,871,823
- Total Expenses: $914,663
- Investment Income and Dividends: $365,700 (2024)
As of December 2023:
- Total Assets: $11,288,146
- Total Giving: $614,500
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,586,546 | $11,288,146 | $11,585,000 |
| Revenue | $1,871,823 | $558,377 | $436,459 |
| Expenses | $914,663 | $836,454 | $836,499 |
| Qualifying Distributions | $763,831 | $614,500 | $604,000 |
| Net Investment Income | $1,768,190 | $463,567 | $341,521 |
| Distributable Amount | $645,726 | $588,484 | $613,694 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
110 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hoag Hospital Foundation ($70,000), St Joseph Hospital Foundation ($70,000), CHOC Foundation ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Hoag Hospital Foundation Newport Beach, CA | $20,000 Nursing, $15,000 Employee Education Scholarship Fund, $35,000 Cancer Research in memory of Marie A. Cook | $70,000 |
| The Trustees of Princeton Universit Princeton, NJ | School of Engineering, scholarships for So Cal students | $15,000 |
| St Joseph Hospital Foundation Orange, CA | Alice Paone Fund $20,000,Nursing Education $25,000, Neonatal Intensive Care $25,000 | $70,000 |
| Orange Coast College Foundation Costa Mesa, CA | School of Sailing $20,000, STEM Academy $20,000 | $40,000 |
| CHOC Foundation Orange, CA | Nursing Education $20,000, General Fund $30,000 | $50,000 |
| Shelter to Soldier San Diego, CA | General Fund | $20,000 |
| Ocean Institute Dana Point, CA | Spirit of Dana Point Restoration | $5,000 |
| Share our Selves SOS Costa Mesa, CA | General operations and support | $25,000 |
| Red River Valley Association Inc Crestview, FL | River Rat Scholarship Program | $25,000 |
| Tailhook Educational Foundation Inc San Diego, CA | A-6 Intruder Association Scholarship fund | $30,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- John J Swigart
- Thomas Williams
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John J Swigart | Co-Trustee | 5 | $84,559 |
| Thomas Williams | Co-Trustee | 5 | $84,559 |
Contact Information
Address: 2500 Holly Lane, Newport Beach, CA 92663
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Jennie V Foundation fund?
The foundation supports a diverse range of causes including: • **Healthcare & Nursing**: Nursing education and nursing scholarships • **Medical Research**: Cancer research initiatives • **Education**: STEM programs, sailing education, and employee education scholarships • **Community Service**: General support for community organizations
How do I apply for a grant from Jennie V Foundation?
**Recent Grant Activity (2024)** The foundation made 13 grants in 2024, with a total giving of approximately $614,500 to $650,000. Recent grants include: | Grantee | Purpose | Amount | |---------|---------|--------| | Hoag Hospital Foundation | Nursing ($20,000), Employee Education Scholarship Fund ($15,000), Cancer Research in Memory of Marie A. Cook ($35,000) | $70,000 | | CHOC Foundation | Nursing Education ($20,000), General Fund ($30,000) | $50,000 | | Orange Coast College Foundation | Sch…
Where does Jennie V Foundation make grants?
The foundation primarily funds organizations in Orange County, California and the surrounding region, with a particular emphasis on Newport Beach and Orange County-based nonprofits.
What size grants does Jennie V Foundation award?
In 2024, Jennie V Foundation awarded 20 grants totaling $588K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Jennie V Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jennie V Foundation reported a distributable amount of $646K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jennie V Foundation's EIN?
Jennie V Foundation's EIN (Employer Identification Number) is 81-6935865. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Jennie V Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.