Peter a and Marion W Schwartz Family Foundation Trust

EIN 06-6447457 • Canandaigua, NY

5337 Black Point RoadCanandaigua, NY 14424

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

-92%

Higher net margin than 11% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Higher top officer pay than 74% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Source year 2025

-6.0%

Faster asset growth than 13% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Annualized from 2023 to 2024

15%

Faster revenue growth than 44% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets78th percentile

Assets

Down

$14,388,656

Down $918,042 (-6.0%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$14,388,656

Down $918,042 (-6.0%) from 2023

Operations

Liabilities / Revenue78th percentile Net Margin11th percentile

Revenue

$1,001,518

Up $132,234 (+15%) from 2023

Expenses

Down

$1,919,560

Down $190,376 (-9.0%) from 2023

Net Income

-$918,042

Up $322,610 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$14,388,656

Liabilities$0

Net Assets$14,388,656

Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$1,001,518

Expenses$1,919,560

Net Income-$918,042

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $14,388,656
Liabilities: $0
Net assets: $14,388,656
Revenue: $1,001,518
Expenses: $1,919,560
Net income: -$918,042

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$14.4	$0.00	$14.4	$1.00	$1.92	$0.92
2023Detailed filing. Detailed filing data is available for this year.	$15.3	$0.00	$15.3	$0.87	$2.11	$1.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$16.5	$0.00	$16.5	$0.83	$1.72	$0.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$17.4	$0.00	$17.4	$2.02	$1.80	$0.23
2020Detailed filing. Detailed filing data is available for this year.	$17.2	$0.00	$17.2	$0.73	$1.68	$0.95
2019Summary only. Only limited summary data is available for this year.	$18.2	$0.00		$2.39	$1.60	$0.79
2015Summary only. Only limited summary data is available for this year.	$20.3	$0.00		$0.91	$1.39	$0.48
2014Summary only. Only limited summary data is available for this year.	$20.8	$0.00		$0.61	$1.69	$1.07
2013Summary only. Only limited summary data is available for this year.	$21.9	$0.00		$0.82	$1.29	$0.47
2012Summary only. Only limited summary data is available for this year.	$22.3	$0.00		$0.62	$1.27	$0.65
2011Summary only. Only limited summary data is available for this year.	$23.0	$0.00		$0.58	$1.21	$0.63