Nonprofit · EIN 06-6447457
PETER A & MARION W SCHWARTZ FAM FOUNDATION TR
Also known as SCHWARTZ PETER A TTEE
Tax-exempt · CANANDAIGUA, NY 14424
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,166,968 | $2,069,015 | $97,953 | $14,486,609 | $0 | $14,486,609 |
| December 31, 2024 | 990-PF | $1,001,518 | $1,919,560 | -$918,042 | $14,388,656 | $0 | $14,388,656 |
| December 31, 2023 | 990-PF | $869,284 | $2,109,936 | -$1,240,652 | $15,306,698 | $0 | $15,306,698 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $913,450
- Net gain from sales of assets
- $1,253,518
Expenses
- Grants and similar amounts paid
- $1,945,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,949,650
- Excise tax on investment income
- $28,651
Balance sheet and other
- Total assets, start of year
- $14,388,656
- Total assets, end of year
- $14,486,609
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,486,609
- Fair market value of assets
- $43,581,155
- Qualifying distributions
- $1,949,650
- Net investment income
- $2,166,968
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER A SCHWARTZ 5337 BLACK POINT ROAD, CANANDAIGUA, NY 14424 | TRUSTEE | 2 | $0 |
| MARION W SCHWARTZ 5337 BLACK POINT ROAD, CANANDAIGUA, NY 14424 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER A SCHWARTZ 5337 BLACK POINT ROAD, CANANDAIGUA, NY 14424 | TRUSTEE | 2 | $0 |
| MARION W SCHWARTZ 5337 BLACK POINT ROAD, CANANDAIGUA, NY 14424 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER A SCHWARTZ 5337 BLACK POINT ROAD, CANANDAIGUA, NY 14424 | TRUSTEE | 2 | $0 |
| MARION W SCHWARTZ 5337 BLACK POINT ROAD, CANANDAIGUA, NY 14424 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5337 BLACK POINT DR, CANANDAIGUA, NY 14424-8217
- In care of
- % PETER A SCHWARTZ
- Signed the 990-PF
- PETER A SCHWARTZ, TRUSTEE
- Phone
- (585) 396-3008
- Return prepared by
- BONADIO & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6447457
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,486,609
- Income (IRS master file)
- $3,449,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,166,968 | $2,069,015 | $14,486,609 | XML |
| 990-PF | December 2024 | $1,001,518 | $1,919,560 | $14,388,656 | XML |
| 990-PF | December 2023 | $869,284 | $2,109,936 | $15,306,698 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6447457).
Questions about PETER A & MARION W SCHWARTZ FAM FOUNDATION TR
- What is the EIN of PETER A & MARION W SCHWARTZ FAM FOUNDATION TR?
- The employer identification number (EIN) of PETER A & MARION W SCHWARTZ FAM FOUNDATION TR is 06-6447457.
- Is PETER A & MARION W SCHWARTZ FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to PETER A & MARION W SCHWARTZ FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETER A & MARION W SCHWARTZ FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETER A & MARION W SCHWARTZ FAM FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETER A & MARION W SCHWARTZ FAM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PETER A & MARION W SCHWARTZ FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PETER A & MARION W SCHWARTZ FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,166,968, expenses of $2,069,015 and total assets of $14,486,609 at year end.
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