Peter a and Marion W Schwartz Family
The Peter A and Marion W Schwartz Family is a private foundation based in Canandaigua, New York. Its 2025 filing reports grants to charitable organizations in several states, including New York, Washington, Connecticut, and California.
Key facts about Peter a and Marion W Schwartz Family
In short: Peter a and Marion W Schwartz Family gave $1.9M across 57 grants in 2025 (avg $34K), mostly in New York. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6447457
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,945,500
- Grants made (2025)
- 57
- Average grant
- $34,132
- Median grant
- $10,000
- New grantees (estimate)
- 14% first-time grantees (8 of 57, 2025)
- Total assets
- $14,486,609
- Primary geography
- New York (51% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$14.5M
+0.7% YoY
Annual Giving
$1.9M
+8.1% YoY
Grant Count
57
+3.6% YoY
Avg Grant Size
$34K
+4.3% YoY
Under IRS private-foundation payout rules, Peter a and Marion W Schwartz Family reported a distributable amount of $2.0M for 2025 — the minimum it must pay out in qualifying distributions.
Is Peter a and Marion W Schwartz Family open to new grantees?
14%
first-time grantees, 2025
In 2025, 8 of 57 grantees (14%) were first-time recipients. First grants averaged $56K; repeat grants $31K. How we count
Medians: $20K first-time, $10K repeat.
- 82% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. For example, Wood Library Association says it provides a safe and inclusive environment for learning and community connections. Treehouse describes its work as supporting children who have experienced foster care, while FareStart says it works to transform lives through food, life skills, and job training. Fort Hill Performing Arts Center says it enriches and entertains the Finger Lakes region through visual and performing arts.
Grantmaking
In 2025, the foundation made 57 grants totaling $1,945,500. Awards ranged from $3,000 to $300,000, with a median grant of $10,000. The largest reported grants were $300,000 each to Edceptional, Multiple Myeloma Research Foundation, and Friends of Canandaigua Lake, all for general support. Other notable grants included $150,000 to Finger Lakes Land Trust and $100,000 to Semper Fi Injured Marine Fund, also for general support.
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Geographic Focus
Where this funder awards grants
In 2025, recipients in New York received 51% of grant dollars, followed by Washington at 19%, Connecticut at 17%, California at 11%, and the District of Columbia at 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 57 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.6M (2020) to $2.0M (2023). In 2025 it made 57 grants totaling $1.9M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Edceptional ($300K). Together the top 10 received $1.4M.
Grant Size Distribution
286 grants across all recorded years
The most common grant size was under $50K: 243 grants of 286 (85%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Edceptional Rochester, NY | General Support | $300,000 |
| Multiple Myeloma Research Foundation Norwalk, CT | General Support | $300,000 |
| Friends of Canandaigue Lake Inc Canandaigua, NY | General Support | $300,000 |
| Finger Lakes Land Trust Ithaca, NY | General Support | $150,000 |
| Semper Fi Injured Marine Fund Camp Pendleton, CA | General Support | $100,000 |
| The National Multiple Sclerosis Society New York, NY | General Support | $60,000 |
| Direct Relief International Santa Barbara, CA | General Support | $50,000 |
| Project Hope Washington, DC | General Support | $50,000 |
| See International Goleta, CA | General Support | $50,000 |
| Program for Early Parenthood Support (Peps) Seattle, WA | General Support | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2025 | $1,945,500 | 57 |
| 2024 | $1,800,500 | 55 |
| 2023 | $2,015,500 | 60 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $14,486,609 | $14,388,656 | $15,306,698 |
| Revenue | $2,166,968 | $1,001,518 | $869,284 |
| Expenses | $2,069,015 | $1,919,560 | $2,109,936 |
| Qualifying Distributions | $1,949,650 | $1,804,600 | $2,018,700 |
| Net Investment Income | $2,061,195 | $891,507 | $805,736 |
| Distributable Amount | $2,048,528 | $1,927,695 | $1,757,166 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Peter A Schwartz and Marion W Schwartz as trustees.
Peter a and Marion W Schwartz Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Marion W. Schwartz
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Peter A. Schwartz
Trustee
On filings since 2020
2 hrs/week
No compensation reported
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.
Contact
Mailing address: 5337 Black Point Road, Canandaigua, NY 14424
Phone: (585) 396-3008
Frequently asked questions about Peter a and Marion W Schwartz Family
How much does Peter a and Marion W Schwartz Family give each year?
Peter a and Marion W Schwartz Family gave $1.9M across 57 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.8M across 55 grants.
What is Peter a and Marion W Schwartz Family's typical grant size?
Peter a and Marion W Schwartz Family's median grant in 2025 was $10,000, and its average grant was $34,132, across 57 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Peter a and Marion W Schwartz Family that year got $56K on average.
Where does Peter a and Marion W Schwartz Family give grants?
Peter a and Marion W Schwartz Family gives mostly in New York: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Washington (19%) and Connecticut (17%). The most frequent recipient cities were Seattle, WA (19 grants), Canandaigua, NY (15 grants) and Rochester, NY (2 grants).
Does Peter a and Marion W Schwartz Family give general operating support?
Yes: 100% of Peter a and Marion W Schwartz Family's 2025 grants with a stated purpose (57 of 57) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Peter a and Marion W Schwartz Family's largest grantees?
Peter a and Marion W Schwartz Family's largest 2025 grantees include Edceptional ($300,000), Multiple Myeloma Research Foundation ($300,000) and Friends of Canandaigue Lake Inc ($300,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Peter a and Marion W Schwartz Family?
Peter a and Marion W Schwartz Family reported $14.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $2.0M (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 does Peter a and Marion W Schwartz Family fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. For example, Wood Library Association says it provides a safe and inclusive environment for learning and community connections. See mission & focus areas ↑
How do I apply for a grant from Peter a and Marion W Schwartz Family?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Peter a and Marion W Schwartz Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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