Peter a and Marion W Schwartz Family

Foundation · Grantmaker CANANDAIGUA, NY EIN: 06-6447457

The Peter A and Marion W Schwartz Family Foundation Trust is a private foundation based in Canandaigua, New York. Established in 1997 in Connecticut, the foundation has been tax-exempt since November 2000. It operates as a family foundation with no employees and focuses on philanthropic grantmaking across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.4M

-6.0% YoY

Annual Giving

$1.8M

-10.7% YoY

Grant Count

-8.3% YoY

Avg Grant Size

$33K

-2.5% YoY

Under IRS private-foundation payout rules, Peter a and Marion W Schwartz Family reported a distributable amount of $1.9M for 2024 — 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's giving priorities include:

Arts
Education
Human Services
Philanthropy, Voluntarism & Grantmaking

Grantmaking

The foundation made an additional 31 grants totaling $1,368,000 beyond the three grants listed above.

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking focuses primarily on Washington, New York, and California.

Grant Distribution by State

New York $3.5M (44%)

Washington $1.8M (22%)

Connecticut $1.4M (18%)

California $725K (9%)

Pennsylvania $210K (3%)

Virginia $110K (1%)

District of Columbia $100K (1%)

Colorado $45K (1%)

+6 more states

States

Arizona California Colorado Connecticut District of Columbia Hawaii Massachusetts Maryland Missouri New Jersey New York Pennsylvania Virginia Washington

Cities

ArlingtonCamp PendletonCanandaiguaFlagstaffFort CollinsGenevaGoletaHagerstownHoneoye FallsHonoluluIssaquahIthacaKansas CityKirklandLos AngelesLynnwoodMillwoodMontagueNaplesNew Haven

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2024:

Total assets: $14,388,656
Total revenues: $1,001,518
Total expenses: $1,919,560
Number of employees: 0

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$14,388,656	$15,306,698	$16,549,248
Revenue	$1,001,518	$869,284	$832,552
Expenses	$1,919,560	$2,109,936	$1,723,262
Qualifying Distributions	$1,804,600	$2,018,700	$1,595,000
Net Investment Income	$891,507	$805,736	$741,136
Distributable Amount	$1,927,695	$1,757,166	$1,754,821

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

250 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Edceptional ($350,000), Multiple Myeloma Research Foundation ($350,000), Finger Lakes Land Trust ($150,000).

Recipient	Purpose	Amount
BOYS & GIRLS CLUB OF KING COUNTY SEATTLE, WA	GENERAL SUPPORT	$10,000
BROTHERS BROTHER FOUNDATION PITTSBURGH, PA	GENERAL SUPPORT	$50,000
BUDDING READERS PROGRAM NAPLES, NY	GENERAL SUPPORT	$7,500
CANANDAIGUA LAKE WATERSHED ALLIANCE INC CANANDAIGUA, NY	GENERAL SUPPORT	$15,000
CHESHIRE VOLUNTEER FIRE DEPARTMENT CANANDAIGUA, NY	GENERAL SUPPORT	$3,000
CHILDHAVEN SEATTLE, WA	GENERAL SUPPORT	$10,000
COMMITTEE FOR CHILDREN OF SEATTLE SEATTLE, WA	GENERAL SUPPORT	$10,000
DIRECT RELIEF INTERNATIONAL SANTA BARBARA, CA	GENERAL SUPPORT	$50,000
DOWN SYNDROME COMMUNITY NEW YORK, NY	GENERAL SUPPORT	$20,000
EDCEPTIONAL ROCHESTER, NY	GENERAL SUPPORT	$350,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PETER A SCHWARTZ	TRUSTEE	2	—
MARION W SCHWARTZ	TRUSTEE	2	—

Contact Information

Address: 5337 Black Point Drive, Canandaigua, NY 14424-8217
Telephone: 585-396-3008
EIN: 06-6447457

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Peter a and Marion W Schwartz Family fund?

The foundation's giving priorities include: • Arts • Education • Human Services • Philanthropy, Voluntarism & Grantmaking

How do I apply for a grant from Peter a and Marion W Schwartz Family?

**Grant Activity:** • Made 59 grants in the most recent fiscal year • Total giving: $1,800,500 (fiscal year 2024) • Typical award range: $2,000–$400,000 **Recent Notable Grants (2024):** • Multiple Myeloma Research Foundation: $350,000 (General Support) • Edceptional: $350,000 (General Support) • The Finger Lakes Land Trust: $150,000 (General Support) The foundation made an additional 31 grants totaling $1,368,000 beyond the three grants listed above.

Where does Peter a and Marion W Schwartz Family make grants?

The foundation's grantmaking focuses primarily on Washington, New York, and California.

What size grants does Peter a and Marion W Schwartz Family award?

In 2024, Peter a and Marion W Schwartz Family awarded 55 grants totaling $1.8M — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Peter a and Marion W Schwartz Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Peter a and Marion W Schwartz Family reported a distributable amount of $1.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peter a and Marion W Schwartz Family's EIN?

Peter a and Marion W Schwartz Family's EIN (Employer Identification Number) is 06-6447457. IRS Form 990 filing data is available on this page for 2020–2024.