The James and Ann Swinehart Foundation
The James and Ann Swinehart Foundation is a private foundation, based in San Francisco, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $496K in total assets. In 2025, it awarded 3 grants totaling $258K. Net investment income was $34K.
The James and Ann Swinehart Foundation at a glance
In short: The James and Ann Swinehart Foundation gave $258K across 3 grants in 2025 (avg $86K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $257,811
- -34.0% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $85,937
- -12.0% vs 2024
- Median grant
- $78,126
- Total assets
- $495,658
- -10.8% vs 2024
- Primary geography
- Ohio (69% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The James and Ann Swinehart Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Ohio Wesleyan University ($178K). Together the top 3 received $258K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 13 grants of 19 (68%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The James and Ann Swinehart Foundation gives
- Giving grew 196% from 2022 to 2025. Method
- In 2025 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $25K (2023) to $873K (2021). In 2025 it made 3 grants totaling $258K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio Wesleyan University Delaware, OH | Charitable Contribution | $177,585 |
| The Lustgarten Foundation for Pancreatic Cancer Research Bethpage, NY | Charitable Contribution | $78,126 |
| Clinic by the Bay San Francisco, CA | Charitable Contribution | $2,100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $495,658 | $211,260 | $271,135 | $257,811 | 3 | $257,811 | $33,675 | $329,750 |
| 2024 | $555,533 | $433,124 | $400,531 | $390,728 | 4 | $390,728 | $309,505 | $292,694 |
| 2023 | $328,887 | $100,932 | $26,155 | $25,000 | 1 | $25,000 | $59,396 | $251,981 |
| 2022 | $254,110 | $43,291 | $87,790 | $86,985 | 6 | $86,985 | $43,291 | $220,938 |
| 2021 | $298,659 | $67,250 | $874,036 | $873,481 | 5 | $873,481 | $51,250 | $216,824 |
| 2020 | $336,582 | $24,259 | $26,753 | $26,198 | 12 | — | $24,259 | $134,928 |
Under IRS private-foundation payout rules, The James and Ann Swinehart Foundation reported a distributable amount of $330K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The James and Ann Swinehart Foundation is led by Susan Cholette, President & Secretary since 2024 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Cholette
President & Secretary
Director → Co-Director, 2023
Co-Director → President & Secretary, 2024
On filings since 2020
1 hr/week
No compensation reported
Suzanne Dahl-Crumpler
Vice President
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Kyle Vineyard (2023) — Co-Director
- Former: Ann F. Swinehart (2020–2022) — President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The James and Ann Swinehart Foundation
How much does The James and Ann Swinehart Foundation give each year?
The James and Ann Swinehart Foundation gave $258K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $391K across 4 grants.
What is The James and Ann Swinehart Foundation's typical grant size?
The James and Ann Swinehart Foundation's median grant in 2025 was $78,126, and its average grant was $85,937, across 3 grants on its 2025 IRS Form 990-PF.
Where does The James and Ann Swinehart Foundation give grants?
The James and Ann Swinehart Foundation gives mostly in Ohio: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (30%).
How large is The James and Ann Swinehart Foundation?
The James and Ann Swinehart Foundation reported $496K in total assets on its 2025 IRS Form 990-PF. It paid out $258K in qualifying distributions that year, against a required minimum of $330K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The James and Ann Swinehart Foundation funds
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