Jim and Jonnie Swann Corp

COCOA, FL EIN: 65-0118651

Jim and Jonnie Swann Corp is a private foundation established in 1989 and based in Cocoa, Florida. The organization operates as a 501(c)(3) entity with a focus on philanthropic giving across multiple states and communities.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

+1.5% YoY

Annual Giving

$154K

+19.1% YoY

Grant Count

41

+41.4% YoY

Avg Grant Size

$4K

-15.8% YoY

Under IRS private-foundation payout rules, Jim and Jonnie Swann Corp reported a distributable amount of $152K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily funds unrestricted charitable grants. Its grantmaking focuses on education, human services, and environmental stewardship. The foundation supports a wide range of communities and charitable causes without specified restrictions on grant purposes.

Grantmaking

The foundation made 29 grants in its most recent fiscal year (ending April 2024). Typical grant awards range from $500 to $15,000, with recent grants including:

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation funds organizations across Florida, Maryland, North Carolina, and Washington D.C., with particular emphasis on communities including Miami, Tampa, and the greater Brevard County area.

Grant Distribution by State

6states

Cities

BaltimoreCape CanaveralClearwaterCocoaCocoa BeachDelray BeachFort PierceGrapevineHighlandsKey LargoLexingtonMaitlandMelbourneMelbourne BeachMerritt IslandMiamiMimsOrlandoPalm BayRockledge

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (Fiscal Year Ending April 2024)

  • Total Assets: $2,648,885 to $2,689,614
  • Total Revenues: $99,880
  • Total Expenses: $147,314
  • Investment Income & Dividends: $73,637
  • Net Gain from Sale of Non-Inventory Assets: $26,243

Staffing

The foundation operates with zero employees.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$73K$147K$220K$294K20212022202320242025
Metric202520242023
Total Assets$2,689,614$2,648,885$2,671,478
Revenue$215,409$99,880$-330,627
Expenses$176,901$147,314$110,445
Qualifying Distributions$154,300$129,550$104,667
Net Investment Income$188,518$86,262$31,883
Distributable Amount$151,976$115,912$64,156

Giving Over Time

Total grant dollars and number of grants per year

$0$39K$77K$116K$155K29 grants202136 grants202230 grants202329 grants202441 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

BOYS & GIRLS CLUB OF CEN…$15KFLORIDA INSTITUTE OF TEC…$11K1000 FRIENDS OF FLORIDA …$10KBREVARD NEIGHBORHOOD DEV…$10KEAST COAST ZOOLOGICAL SO…$10KECKERD CONNECTS$10KTHE ARC TAMPA BAY$10KUNITED WAY OF BREVARD CO…$10KBONEFISH & TARPON UNLIMI…$5KCLUB ESTEEM$5K

Grant Size Distribution

165 grants across all recorded years

165<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Boys & Girls Club of Central Florid ($15,000), Florida Institute of Technology ($11,000), 1000 Friends of Florida Inc ($10,000).

RecipientPurposeAmount
1000 FRIENDS OF FLORIDA INC TALLAHASSEE, FLUNRESTRICTED$10,000
ARCHBOLD BIOLOGICAL STATION VENUS, FLUNRESTRICTED$2,000
BAHAMAS SPORTFISHING AND CONSERV GRAPEVINE, TXUNRESTRICTED$2,500
BONEFISH & TARPON UNLIMITED INC KEY LARGO, FLUNRESTRICTED$5,000
BOYS & GIRLS CLUB OF CENTRAL FLORID COCOA, FLUNRESTRICTED$15,000
BREVARD INDIAN RIVER LAGOON COALITI MELBOURNE BEACH, FLUNRESTRICTED$1,000
BREVARD NEIGHBORHOOD DEVELOPMENT CO MELBOURNE, FLNEIGHBOR UP - ANCHOR BFAST PLEDGE$10,000
BREVARD SCHOOLS FOUNDATION INC VIERA, FLUNRESTRICTED$1,000
CLUB ESTEEM MELBOURNE, FLUNRESTRICTED$5,000
COCOA VILLAGE PLAYHOUSE INC MERRITT ISLAND, FLUNRESTRICTED$1,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by a volunteer board including:

  • James Swann – Treasurer
  • Jonnie Swann – Director
  • Malcolm Kirschenbaum – Director
  • Elizabeth Oliver – Director
  • Jessica S. Ward – Director

Board members serve without compensation, each contributing approximately one hour of service.

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JAMES SWANNTREASURER/DI
JONNIE SWANNDIRECTOR
MALCOLM KIRSCHENBAUMDIRECTOR
ELIZABETH OLIVERDIRECTOR
JESSICA S WARDDIRECTOR

Recent News & Activity

Recent developments and announcements

2017

In 2017, Jim and Jonnie Swann were recognized with The Bjorg and Bjornar Hermansen Legacy Award for a lifetime of philanthropic achievement. The award recognized their decades of support strengthening the network of human services in Brevard County and their contributions to charities across the nation. The Swanns, who reside on Merritt Island, have demonstrated a commitment to community giving rooted in their personal values and a legacy they intend to pass to their children and grandchildren.

Swanns to receive Legacy Award for philanthropic achievement

Frequently Asked Questions

What does Jim and Jonnie Swann Corp fund?

The foundation primarily funds unrestricted charitable grants. Its grantmaking focuses on education, human services, and environmental stewardship. The foundation supports a wide range of communities and charitable causes without specified restrictions on grant purposes.

How do I apply for a grant from Jim and Jonnie Swann Corp?

**Grant Activity & Amounts** The foundation made 29 grants in its most recent fiscal year (ending April 2024). Typical grant awards range from $500 to $15,000, with recent grants including: • Florida Institute of Technology: $11,300 (unrestricted) • Eckerd Connects: $10,000 (unrestricted) • Brevard Zoo: $10,000 (unrestricted) • Keep Brevard Beautiful: $500 (unrestricted) **Total Giving** Annual giving totaled $154,300 in the most recent fiscal year, with total grants distributed at approximatel…

Where does Jim and Jonnie Swann Corp make grants?

The foundation funds organizations across Florida, Maryland, North Carolina, and Washington D.C., with particular emphasis on communities including Miami, Tampa, and the greater Brevard County area.

What size grants does Jim and Jonnie Swann Corp award?

In 2025, Jim and Jonnie Swann Corp awarded 41 grants totaling $154K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Jim and Jonnie Swann Corp required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Jim and Jonnie Swann Corp reported a distributable amount of $152K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jim and Jonnie Swann Corp's EIN?

Jim and Jonnie Swann Corp's EIN (Employer Identification Number) is 65-0118651. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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