The Carla and Stephen Schwartz
The Carla and Stephen Schwartz is a private foundation based in Colchester, Connecticut. Its 2025 filing reports 27 grants totaling $89,270 to charitable organizations.
The Carla and Stephen Schwartz at a glance
In short: The Carla and Stephen Schwartz gave $89K across 27 grants in 2025 (avg $3K), mostly in Connecticut. 22% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $89,270
- +0.6% vs 2024
- Grants made (2025)
- 27
- -15.6% vs 2024
- Average grant
- $3,306
- +19.3% vs 2024
- Median grant
- $1,000
- Total assets
- $329,876
- -7.2% vs 2024
- New grantees (estimate)
- 22% first-time grantees (6 of 27, 2025)
- Primary geography
- Connecticut (69% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Carla and Stephen Schwartz
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 75 Mill Street, Colchester, CT 06415
Phone: (860) 537-3451
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Carla and Stephen Schwartz funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Wadsworth Antheneum ($16K). Together the top 10 received $77K.
Grant Size Distribution
152 grants across all recorded years
The most common grant size was under $50K: 152 grants of 152 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Connecticut organizations received 69% of grant dollars, followed by Florida at 18%, Massachusetts at 7%, Illinois at 3%, and Pennsylvania at 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
States
Cities
Is The Carla and Stephen Schwartz open to new grantees?
22%
first-time grantees, 2025
In 2025, 6 of 27 grantees (22%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count
Medians: $1K first-time, $1K repeat.
- 78% of 2025 grantees were also funded in 2024. Method
- Giving grew 30% from 2022 to 2025. Method
- In 2025 it paid out 394% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $62K (2023) to $92K (2021). In 2025 it made 27 grants totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wadsworth Antheneum Hartford, CT | Charity | $16,000 |
| The Nagen Project Boca Raton, FL | Charity | $15,000 |
| Chabad East of the River Glastonbury, CT | Charity | $12,500 |
| Bacon Academy Colchester, CT | Charity | $7,500 |
| Congregation Ahavath Achim Colchester, CT | Charity | $6,428 |
| Chabad House of Greater Hartford West Hartford, CT | Charity | $5,500 |
| Brandeis University Waltham, MA | Charity | $5,000 |
| Jewish Federation of Greater Hartford West Hartford, CT | Charity | $4,500 |
| Interval House Hartford, CT | Charity | $2,500 |
| Security Community Network Chicago, IL | Charity | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $329,876 | $71,055 | $99,402 | $89,270 | 27 | $90,644 | $69,705 | $23,026 |
| 2024 | $355,523 | $59,640 | $97,922 | $88,694 | 32 | $90,068 | $58,290 | $24,678 |
| 2023 | $391,105 | $50,276 | $69,537 | $61,813 | 31 | $63,187 | $48,926 | $24,800 |
| 2022 | $407,666 | $42,031 | $79,744 | $68,481 | 31 | $69,855 | $40,681 | $29,726 |
| 2021 | $442,679 | $74,814 | $102,278 | $92,491 | 31 | $93,700 | $73,629 | $33,398 |
| 2020 | $470,143 | $45,744 | $79,659 | $72,800 | 29 | — | $44,644 | $31,774 |
| 2019 | $501,923 | $67,351 | $89,792 | $80,882 | 31 | — | $66,239 | $29,833 |
Under IRS private-foundation payout rules, The Carla and Stephen Schwartz reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for arts and cultural organizations, schools and universities, Jewish community organizations, and human services organizations. For example, the Wadsworth Atheneum says it works to advance knowledge and inspire appreciation of art and culture; Brandeis University describes its work as advancing the humanities, arts, and sciences; and Jewish Federation of Greater Hartford says it supports programs and services for Jewish families and communities.
Grantmaking
In 2025, the foundation reported 27 grants totaling $89,270. Grant amounts ranged from $100 to $16,000, with a median of $1,000. Its largest grants included $16,000 to the Wadsworth Atheneum in Hartford, $15,000 to The Nagen Project in Boca Raton, $12,500 to Chabad East of the River in Glastonbury, and $7,500 to Bacon Academy in Colchester. Other notable awards included $6,428 to Congregation Ahavath Achim, $5,500 to Chabad House of Greater Hartford, and $5,000 to Brandeis University.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Carla R. Schwartz as president, Stephen L. Schwartz as secretary, and Hy Schwartz and Adam Schwartz as directors.
The Carla and Stephen Schwartz is led by Carla R. Schwartz, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carla R. Schwartz
President
On filings since 2019
10 hrs/week
No compensation reported
Adam Schwartz
Director
On filings since 2019
2 hrs/week
No compensation reported
Hy Schwartz
Director
On filings since 2019
2 hrs/week
No compensation reported
Stephen L. Schwartz
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Carla and Stephen Schwartz
How much does The Carla and Stephen Schwartz give each year?
The Carla and Stephen Schwartz gave $89K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 32 grants.
What is The Carla and Stephen Schwartz's typical grant size?
The Carla and Stephen Schwartz's median grant in 2025 was $1,000, and its average grant was $3,306, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Carla and Stephen Schwartz that year got $2K on average.
Where does The Carla and Stephen Schwartz give grants?
The Carla and Stephen Schwartz gives mostly in Connecticut: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (18%) and Massachusetts (7%). The most frequent recipient cities were Colchester, CT (4 grants), West Hartford, CT (4 grants), Hartford, CT (2 grants) and Farmington, CT (2 grants).
Does The Carla and Stephen Schwartz give general operating support?
Not in 2025: none of the 27 grants with a stated purpose on The Carla and Stephen Schwartz's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (27 grants).
Who are The Carla and Stephen Schwartz's largest grantees?
The Carla and Stephen Schwartz's largest 2025 grantees include Wadsworth Antheneum ($16,000), The Nagen Project ($15,000) and Chabad East of the River ($12,500), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is The Carla and Stephen Schwartz?
The Carla and Stephen Schwartz reported $330K in total assets on its 2025 IRS Form 990-PF. It paid out $91K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
What does The Carla and Stephen Schwartz fund?
No mission statement for the foundation is provided. Its 2025 grants include support for arts and cultural organizations, schools and universities, Jewish community organizations, and human services organizations. See mission & focus areas ↑
How do I apply for a grant from The Carla and Stephen Schwartz?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Carla and Stephen Schwartz's EIN?
The Carla and Stephen Schwartz's EIN (Employer Identification Number) is 22-3148993. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Carla and Stephen Schwartz accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 19, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Carla and Stephen Schwartz funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Carla and Stephen Schwartz's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Carla and Stephen Schwartz funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/the-carla-and-stephen-schwartz-morg_070307b61c8143e09af9022a234596b2
BibTeX
@misc{grantable_223148993_2026,
author = {{Grantable}},
title = {{The Carla and Stephen Schwartz funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-carla-and-stephen-schwartz-morg_070307b61c8143e09af9022a234596b2},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Carla and Stephen Schwartz's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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