Peter a and Marion W Schwartz Family
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
55
-8.3% YoY
Avg Grant Size
$33K
-2.5% YoY
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
States
Cities
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
| 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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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