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Peter a and Marion W Schwartz Family Foundation Trust at a glance

· Private foundation

Peter a and Marion W Schwartz Family Foundation Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.9M
Granted FY2025still arriving
57
Grants FY2025still arriving
6
States reached
$300k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$2.7MHealth$2.3MEnvironment$1.1MInternational$960kHuman Services$690kArts & Culture$655kPublic Safety & Disaster$626kPhilanthropy$480kOther$0
02FY2025 · 57 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k11 grants · $56k
  • $10k–50k37 grants · $530k
  • $50k–250k6 grants · $460k
  • $250k+3 grants · $900k
$10,000
Median grant
6
States reached
$14M
Total assets
Largest grants
RecipientAmount
EDCEPTIONAL$300,000
FRIENDS OF CANANDAIGUE LAKE INC$300,000
MULTIPLE MYELOMA RESEARCH FOUNDATION$300,000
FINGER LAKES LAND TRUST$150,000
SEMPER FI INJURED MARINE FUND$100,000
THE NATIONAL MULTIPLE SCLEROSIS SOCIETY$60,000
PROJECT HOPE$50,000
DIRECT RELIEF INTERNATIONAL$50,000
SEE INTERNATIONAL$50,000
PROGRAM FOR EARLY PARENTHOOD SUPPORT (PEPS)$30,000
PEABODY MUSEUM OF NATURAL HISTORY$25,000
WOOD LIBRARY ASSOCIATION$25,000
GIRLS ON THE RUN OF PUGET SOUND$20,000
THE UNIVERSITY OF WASHINGTON GIFT SERVICES$20,000
VIRGINIA MASON FOUNDATION$20,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $255k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 49% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%ONTARIO YATES FUND FOR WOMEN AND GIRLS (ONYA): $20k → 10%ONTARIO YATES FUND FOR WOMEN AND GIRLS (ONYA): $20k → 10%ONTARIO YATES FUND FOR WOMEN AND GIRLS (ONYA): $20k → 10%ONTARIO YATES FUND FOR WOMEN AND GIRLS (ONYA): $20k → 10%ONTARIO YATES FUND FOR WOMEN AND GIRLS (ONYA): $20k → 10%CANANDAIGUA CHURCHES IN ACTION: $10k → 10%ONTARIO YATES FUND FOR WOMEN AND GIRLS (ONYA): $10k → 10%HOPELINK: $15k → 9%HOPELINK: $10k → 9%HOPELINK: $10k → 9%HOPELINK: $5k → 9%HOPELINK: $5k → 9%HOPELINK: $5k → 9%CANANDAIGUA CHURCHES IN ACTION: $5k → 10%REAL CHANGE: $10k → 9%REAL CHANGE: $10k → 9%REAL CHANGE: $10k → 9%REAL CHANGE: $10k → 9%REAL CHANGE: $10k → 9%REAL CHANGE: $10k → 9%DOWN SYNDROME CENTER OF PUGET SOUND: $20k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
NY
MA
PA
NJ
CT
CA
CO
MO
VA
MD
AZ
DC
HI
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$10.0M · 73 repeat orgs$587k to everyone else

Grantees it renews have grown median revenue +39% since the first grant, against +29% for those funded once.

73 repeat relationships: 49 still active in FY2025, 24 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

73
7

Total granted

$10.0M
$142k

Median revenue growth · since first grant

+39%
+29%

Still filing today

66%
86%

New vs renewed · share of each year

In FY2025, 77% of grant dollars renewed an existing relationship; $445k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
HealthInternationalEducationHuman ServicesArts & CultureEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • EI
    EDCEPTIONAL INC
    6× · 2020–2025 · $1.8M · revenue +43% · 66% of their budget
  • THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
    5× · 2020–2025 · $1.6M · revenue +36%
  • TF
    The Finger Lakes Land Trust Inc
    5× · 2020–2025 · $725k · revenue +24%

Funded once

  • FL
    FINGER LAKES COMMUNITY COLLEGE FOUNDATION INCgraduated
    one grant, 2020 · $100k · revenue +334%
  • HS
    HANAHAUOLI SCHOOLgraduated
    one grant, 2023 · $10k · revenue +29%
  • THE CONSERVATION FUND A NONPROFIT CORPORATIONgraduated
    one grant, 2020 · $10k · revenue +26%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Association of Washington Cities

The association of washington cities builds connections between our state's diverse cities and towns, while providing our members with the support needed to thrive through delivery of data-driven education, nationally recognized pooling…

—
2
Fsc I&P

Fsc i&p promotes environmentally appropriate, socially beneficial, and economically viable management of the world's forests. this mission aligns with the forest stewardship council (fsc), its network of offices, and other organizations.…

Philanthropy
3
Great Peninsula Conservancy

Preserve in perpetuity the natural habitats, rural landscapes, and open spaces of the great peninsula of washington's puget sound.

Environment
4
Humanities Washington

Humanities washington (hw) opens minds and bridges divides by creating spaces to explore different perspectives. we envision a state where all people seek a deeper understanding of others, themselves, and the human experience, in order to…

Arts & Culture
5
Community Credit Lab

To support equitable access to economic opportunities for immigrants, refugees, low-income, marginalized, and underserved communities in king county and the united states.

Human Services
6
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
7
The George Washington University

The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…

Education
8
Aquarium of the Pacific Corporation

The aquarium of the pacific's mission is to instill a sense of wonder, respect, and stewardship for the pacific ocean, its inhabitants, and ecosystems.

Animals
9
Life Science Washington

Life science washington is a non-profit trade and professional association dedicated to promoting innovation and responsible growth in the life sciences and biomedical industries in the state of washington. promotion and education are…

—
10
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
11
Eastern National

Eastern national promotes the public's understanding and support of america's national parks and other public trust partners by providing quality educational experiences, products and services.

Recreation & Sports
12
Environmental Investigation Agency

To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.

International
How this is measured
The grantee most central to the portfolio’s shape is Seattle Public Library Foundation; the most unlike its peers is American Museum of Natural History. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

63 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 63 of the 89 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
61/63
Grantees still filing
43/63
Grew since first funded

Where the money sits, by cause and then by grantee

SEMPER FI INJURED MARINE FUND: $600,000 · OtherSEMPER FI INJURED MARINE FUNDFRIENDS OF CANANDAIGUE LAKE INC: $300,000 · OtherFRIENDS OF CANANDAIGUE LAKE INCMULTIPLE SCLEROSIS SOCIETY NORTHWEST CHAPTER: $280,000 · OtherMULTIPLE SCLEROSIS SOCIETY NORTHWEST CHAPTERWOOD LIBRARY ASSOCIATION: $142,000 · Other+55 more: $2,938,000 · Other+55 moreEDCEPTIONAL INC: $1,800,000 · EducationEDCEPTIONAL INCKing County Library System Foundation: $110,000 · EducationSEATTLE PUBLIC LIBRARY FOUNDATION: $70,000 · Education+4 more: $95,000 · EducationTHE MULTIPLE MYELOMA RESEARCH FOUNDATION INC: $1,600,000 · HealthTHE MULTIPLE MYELOM…Washington Autism Alliance: $90,000 · Health+5 more: $169,000 · Health+5 moreSURGICAL EYE EXPEDITIONS INTERNATIONAL INC: $300,000 · InternationalSURGICAL EY…PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC: $250,000 · InternationalPROJECT HOP…BROTHER'S BROTHER FOUNDATION: $210,000 · InternationalBROTHER'S B…DIRECT RELIEF: $200,000 · InternationalDIRECT RELI…QHOLAQHOE MOUNTAIN CONNECTIONS INC: $70,000 · InternationalQHOLAQHOE M…+2 more: $7,000 · InternationalThe Finger Lakes Land Trust Inc: $725,000 · Environment+2 more: $25,000 · EnvironmentFINGER LAKES AREA COMMUNITY ENDOWMENT: $370,000 · PhilanthropyOntario Yates Fund for Women and Girls Inc: $110,000 · Human ServicesREAL CHANGE HOMELESS EMPOWERMENT PROJECT: $60,000 · Human ServicesHOPELINK: $50,000 · Human ServicesDown Syndrome Community of Puget Sound: $20,000 · Human ServicesCANANDAIGUA CHURCHES IN ACTION INC: $15,000 · Human Services
Other$4,260,000Education$2,075,000Health$1,859,000International$1,037,000Environment$750,000Philanthropy$370,000Human Services$255,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEDCEPTIONAL INC: $1,800,000 over 6y, 66% of budgetTHE MULTIPLE MYELOMA RESEARCH FOUNDATION INC: $1,600,000 over 5y, 1.2% of budgetThe Finger Lakes Land Trust Inc: $725,000 over 5y, 3.1% of budgetFINGER LAKES AREA COMMUNITY ENDOWMENT: $370,000 over 3y, 4.6% of budgetSURGICAL EYE EXPEDITIONS INTERNATIONAL INC: $300,000 over 5y, 0.9% of budgetPROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC: $250,000 over 5y, 0.0% of budgetBROTHER'S BROTHER FOUNDATION: $210,000 over 4y, 0.1% of budgetDIRECT RELIEF: $200,000 over 4y, 0.0% of budgetWOOD LIBRARY ASSOCIATION: $142,000 over 6y, 2.3% of budgetPIKE PLACE MARKET FOUNDATION: $125,000 over 4y, 3.4% of budgetONTARIO COUNTY HISTORICAL SOCIETY: $115,000 over 6y, 12% of budgetGirls on the Run Puget Sound: $110,000 over 6y, 4.5% of budgetOntario Yates Fund for Women and Girls Inc: $110,000 over 6y, 13% of budgetTREEHOUSE: $110,000 over 6y, 0.1% of budgetKing County Library System Foundation: $110,000 over 6y, 1.0% of budgetFINGER LAKES COMMUNITY COLLEGE FOUNDATION INC: $100,000 over 1y, 9.4% of budgetWashington Autism Alliance: $90,000 over 6y, 3.6% of budgetAmerican Museum of Natural History: $90,000 over 2y, 0.0% of budgetCanandaigua Lake Watershed Association: $85,000 over 6y, 6.5% of budgetNORTHWEST HARVEST EMM: $70,000 over 6y, 0.0% of budgetQHOLAQHOE MOUNTAIN CONNECTIONS INC: $70,000 over 2y, 40% of budgetSEATTLE PUBLIC LIBRARY FOUNDATION: $70,000 over 4y, 0.4% of budgetBOYS AND GIRLS CLUBS OF KING COUNTY: $60,000 over 6y, 0.1% of budgetMaris Place: $60,000 over 6y, 4.9% of budgetPLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO: $60,000 over 6y, 0.1% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $60,000 over 1y, 0.0% of budgetREAL CHANGE HOMELESS EMPOWERMENT PROJECT: $60,000 over 6y, 0.8% of budgetCHILDHAVEN: $60,000 over 6y, 0.1% of budgetThe Greater Seattle Bureau of Fearless Ideas: $60,000 over 3y, 4.6% of budgetFARESTART: $60,000 over 6y, 0.1% of budgetFORT HILL PERFORMING ARTS CENTER INC: $55,000 over 5y, 2.9% of budgetHOPELINK: $50,000 over 6y, 0.0% of budgetPARTNERSHIP FOR LEARNING: $50,000 over 5y, 0.8% of budgetFAMILY PROMISE OF ONTARIO COUNTY INC: $50,000 over 4y, 2.5% of budgetGranger Homestead Society Inc: $47,500 over 6y, 3.5% of budgetNEIGHBOR TO NEIGHBOR INC: $45,000 over 3y, 0.5% of budgetSHORELINE PUBLIC SCHOOLS FOUNDATION: $45,000 over 3y, 6.9% of budgetONTARIO CHILDRENS FOUNDATION: $43,000 over 6y, 4.2% of budgetNORTHWEST IMMIGRANT RIGHTS PROJECT: $35,000 over 5y, 0.1% of budgetWASHINGTON EDUCATION & SQUASH ACADEMY FORMERLY SEATTLE URBAN SQUASH: $30,000 over 2y, 9.2% of budgetNORTHERN ARIZONA UNIVERSITY FOUNDATION: $25,000 over 3y, 0.0% of budgetSEATTLE CLEMENCY PROJECT: $25,000 over 3y, 2.0% of budgetONE WORLD NOW: $25,000 over 3y, 0.8% of budgetYale University: $25,000 over 1y, 0.0% of budgetCHESHIRE COMMUNITY ACTION TEAM INC: $23,000 over 5y, 43% of budgetAUTISM SPEAKS INC: $20,000 over 2y, 0.0% of budgetUNIVERSITY OF WASHINGTON FOUNDATION: $20,000 over 1y, 0.0% of budgetSEATTLE PARKS FOUNDATION: $20,000 over 3y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds EDCEPTIONAL INC ↗
  • Who funds THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC ↗
  • Who funds The Finger Lakes Land Trust Inc ↗
  • Who funds FINGER LAKES AREA COMMUNITY ENDOWMENT ↗
  • Who funds SURGICAL EYE EXPEDITIONS INTERNATIONAL INC ↗
  • Who funds PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC ↗
  • Who funds BROTHER'S BROTHER FOUNDATION ↗
  • Who funds DIRECT RELIEF ↗
  • Who funds WOOD LIBRARY ASSOCIATION ↗
  • Who funds PIKE PLACE MARKET FOUNDATION ↗
  • Who funds ONTARIO COUNTY HISTORICAL SOCIETY ↗
  • Who funds Girls on the Run Puget Sound ↗
  • Who funds Ontario Yates Fund for Women and Girls Inc ↗
  • Who funds TREEHOUSE ↗
  • Who funds King County Library System Foundation ↗
  • Who funds FINGER LAKES COMMUNITY COLLEGE FOUNDATION INC ↗
  • Who funds Washington Autism Alliance ↗
  • Who funds American Museum of Natural History ↗
  • Who funds Canandaigua Lake Watershed Association ↗
  • Who funds NORTHWEST HARVEST EMM ↗
  • Who funds QHOLAQHOE MOUNTAIN CONNECTIONS INC ↗
  • Who funds SEATTLE PUBLIC LIBRARY FOUNDATION ↗
  • Who funds BOYS AND GIRLS CLUBS OF KING COUNTY ↗
  • Who funds Maris Place ↗
  • Who funds PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO ↗
  • Who funds NATIONAL MULTIPLE SCLEROSIS SOCIETY ↗
  • Who funds REAL CHANGE HOMELESS EMPOWERMENT PROJECT ↗
  • Who funds CHILDHAVEN ↗
  • Who funds The Greater Seattle Bureau of Fearless Ideas ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Finger Lakes Area Com…The Norcliffe Foundat…Seattle FoundationPuget Sound Energy Fo…Rochester Area Commun…The Sands Family Foun…Max and Marian Farash…Moccasin Lake Foundat…Casey Family ProgramsEsl Charitable Founda…Lucky Seven FoundationLamb Weston Charitabl…
Finger Lakes Area Community EndowmentNY28.2× affinity11 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Finger Lakes Area Community Endowment · The Norcliffe Foundation · Seattle Foundation · Puget Sound Energy Foundation · Rochester Area Community Foundation · The Sands Family Foundation Inc · Max and Marian Farash Charitable Foundation · Moccasin Lake Foundation · Casey Family Programs · Esl Charitable Foundation · Lucky Seven Foundation · Lamb Weston Charitable Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Peter a and Marion W Schwartz Family Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Peter a and Marion W Schwartz Family Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 12%
  • Yale University: 12% of income from government
no gov moneyreceives it· size = income
0get no government money at all
22report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 89 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Peter a and Marion W Schwartz Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home