The James And Ann Swinehart Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The James And Ann Swinehart Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 20-8004447

Foundation Overview

Based in San Francisco, CA, The James And Ann Swinehart Foundation has awarded 46 grants totaling $1,701,762 to organizations in California, Arkansas and 10 other states across the US. Individual grants range from $15 to $848,386, with a median award of $300.

Latest Tax Year
2024
Total Giving (all years)
$1,701,762
Total Assets
$5,675,982
Median Grant (all grants)
$300

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$74,645
% Median Grant Growth
+199% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
California

Grants are geographically diversified with 28% in California and funding distributed across 12 total locations. This foundation values broad geographic impact and diverse community partnerships. Within California, funding concentrates in San Francisco (54%), Stanford (23%), Walnut Creek (8%).

Funding Trajectory
+1463%

Strong 1463% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The James And Ann Swinehart Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Case Western Reserve University $240,314 Crawford Hall, OH, US Charitable Contribution 2024
Center For Ethical & Sustainable Business $30,000 San Francisco, CA, US Charitable Organization 2024
Clinic By The Bay $1,125 San Francisco, CA, US Charitable Contribution 2024
The Lustgarten Foundation For Pancreatic Cancer Research $119,289 Bethpage, NY, US Charitable Contribution 2024
The Lustgarten Foundation For Pancreatic Cancer Research $25,000 Bethpage, NY, US Charitable Contribution 2023
Center For Ethical & Sustainable Business $30,000 San Francisco, CA, US Charitable Organization 2022
Heifer International $35 Little Rock, AR, US Charitable Organization 2022
Nova Ukraine $6,900 Stanford, CA, US Charitable Organization 2022
Ohio Wesleyan University $50,000 Delaware, OH, US Charitable Contribution 2022
St Joseph's Indian School $20 Chamberlain, SD, US Charitable Organization 2022
The Nature Conservancy $30 Arlington, VA, US Charitable Organization 2022
Center For Ethical & Sustainable Business $30,000 San Francisco, CA, US Charitable Organization 2022
Heifer International $35 Little Rock, AR, US Charitable Organization 2022
Nova Ukraine $6,900 Stanford, CA, US Charitable Organization 2022
Ohio Wesleyan University $50,000 Delaware, OH, US Charitable Contribution 2022
St Joseph's Indian School $20 Chamberlain, SD, US Charitable Organization 2022
The Nature Conservancy $30 Arlington, VA, US Charitable Organization 2022
Center For Ethical & Sustainable Business $30,000 San Francisco, CA, US Charitable Organization 2022
Heifer International $35 Little Rock, AR, US Charitable Organization 2022
Nova Ukraine $6,900 Stanford, CA, US Charitable Organization 2022
Ohio Wesleyan University $50,000 Delaware, OH, US Charitable Contribution 2022
St Joseph's Indian School $20 Chamberlain, SD, US Charitable Organization 2022
The Nature Conservancy $30 Arlington, VA, US Charitable Organization 2022
Case Western Reserve University $848,386 Crawford Hall, OH, US Charitable Contribution 2021
Compassion & Choices $50 Portland, OR, US Charitable Contributions 2021
Easter Seals $15 Walnut Creek, CA, US Charitable Contribution 2021
Habitat For Humanity $30 Americus, GA, US Charitable Organization 2021
Ohio Wesleyan University $25,000 Delaware, OH, US Charitable Contribution 2021
Alice Lloyd College $500 Pippa Passes, KY, US Charitable Organization 2020
Arbor Day Foundation $25 Lincoln, NE, US Charitable Organization 2020
Bay Area Rescue $25 Richmond, CA, US Charitable Contribution 2020
Earth Justice $25 San Francisco, CA, US Charitable Organization 2020
Habitat For Humanity $20 Americus, GA, US Charitable Organization 2020
Heifer International $300 Little Rock, AR, US Charitable Organization 2020
Law Enforcement Legal Defense Fund $28 Alexandria, VA, US Charitable Organization 2020
Marine Mammal Center $25 Sausalito, CA, US Charitable Organization 2020
The Lustgarten Foundation For Pancreatic Cancer Research $25,000 Bethpage, NY, US Charitable Contribution 2020
The Salvation Army $100 Alexander, VA, US Charitable Organization 2020
The Salvation Army $100 Alexander, VA, US Charitable Organization 2020
United States Deputy Sheriff's Association $50 Wichita, KS, US Charitable Organization 2020
The Lustgarten Foundation For Pancreatic Cancer Research $25,000 Bethpage, NY, US Charitable Contribution 2018
Ohio Wesleyan University $50,000 Delaware, OH, US Charitable Contribution 2018
Clinic By The Bay $300 San Francisco, CA, US Charitable Contribution 2018
Purdue University $100 West Lafayette, IN, US Charitable Contribution 2018
The Lustgarten Foundation For Pancreatic Cancer Research $25,000 Bethpage, NY, US Charitable Contribution 2017
The Lustgarten Foundation For Pancreatic Cancer Research $25,000 Bethpage, NY, US Charitable Contribution 2016

Foundations Similar to The James And Ann Swinehart Foundation

Discover 5 foundations with comparable assets ($5,567,984-$6,232,987), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 27-0494288 | 1 grants awarded
$5,567,984
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$250
median grant
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Same state
99%
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EIN: 45-4151901 | 8 grants awarded
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$360
median grant
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Same state
99%
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EIN: 95-4608377 | 177 grants awarded
$6,018,537
(≈ Similar)
$300
median grant
Watsonville, CA
Same state
97%
Excellent match

EIN: 33-0946827 | 181 grants awarded
$6,043,220
(≈ Similar)
$500
median grant
Poway, CA
Same state
97%
Excellent match

EIN: 46-1550760 | 1 grants awarded
$6,232,987
(≈ Similar)
$504
median grant
El Cerrito, CA
Same state
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Excellent match

Contact Information

Official contact details for The James And Ann Swinehart Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-8004447
Website N/A
Address 301 CHESTNUT ST San Francisco, CA 94133-2422

Key People (2)

Board members, trustees, and key staff who oversee The James And Ann Swinehart Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President & Secretary Susan Cholette
Vice President Suzanne Dahl-crumpler

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The James And Ann Swinehart Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.