The James and Ann Swinehart Foundation
The James and Ann Swinehart Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 4 grants totaling $391K. Net investment income was $310K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$556K
+68.9% YoY
Annual Giving
$391K
+1462.9% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$98K
+290.7% YoY
Under IRS private-foundation payout rules, The James and Ann Swinehart Foundation reported a distributable amount of $293K for 2024 — the minimum it must pay out in qualifying distributions.
About The James and Ann Swinehart Foundation
Based on IRS filings
The James and Ann Swinehart Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 4 grants totaling $391K. Net investment income was $310K.
Focus Areas
Ready to take the next step with The James and Ann Swinehart Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $555,533 | $328,887 | $254,110 |
| Revenue | $433,124 | $100,932 | $43,291 |
| Expenses | $400,531 | $26,155 | $87,790 |
| Qualifying Distributions | $390,728 | $25,000 | $86,985 |
| Net Investment Income | $309,505 | $59,396 | $43,291 |
| Distributable Amount | $292,694 | $251,981 | $220,938 |
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
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Case Western Reserve University ($240,314), The Lustgarten Foundation for Pancreatic Cancer Research ($119,289), Center for Ethical & Sustainable Business ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASE WESTERN RESERVE UNIVERSITY CRAWFORD HALL, OH | CHARITABLE CONTRIBUTION | $240,314 |
| CENTER FOR ETHICAL & SUSTAINABLE BUSINESS SAN FRANCISCO, CA | CHARITABLE ORGANIZATION | $30,000 |
| CLINIC BY THE BAY SAN FRANCISCO, CA | CHARITABLE CONTRIBUTION | $1,125 |
| THE LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH BETHPAGE, NY | CHARITABLE CONTRIBUTION | $119,289 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN CHOLETTE | PRESIDENT & SECRETARY | 1 | — |
| SUZANNE DAHL-CRUMPLER | VICE PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The James and Ann Swinehart Foundation?
The James and Ann Swinehart Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds $556K in total assets as of 2024.
How large is The James and Ann Swinehart Foundation?
As of 2024, The James and Ann Swinehart Foundation holds $556K in total assets with $433K in annual revenue. It awarded 4 grants totaling $391K in 2024.
Where does The James and Ann Swinehart Foundation operate?
The James and Ann Swinehart Foundation has awarded grants in Arkansas, California, Georgia, Kansas, Kentucky, Nebraska, New York, Ohio, Oregon, South Dakota, Virginia.
What size grants does The James and Ann Swinehart Foundation award?
In 2024, The James and Ann Swinehart Foundation awarded 4 grants totaling $391K — an average of about $98K per grant, based on its IRS Form 990 filings.
How much is The James and Ann Swinehart Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The James and Ann Swinehart Foundation reported a distributable amount of $293K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The James and Ann Swinehart Foundation's EIN?
The James and Ann Swinehart Foundation's EIN (Employer Identification Number) is 20-8004447. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The James and Ann Swinehart Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The James and Ann Swinehart Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The James and Ann Swinehart Foundation to a real strategy.