The Carla and Stephen Schwartz
The Carla and Stephen Schwartz is a private foundation focused on Arts and culture, based in COLCHESTER, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $356K in total assets. In 2024, it awarded 32 grants totaling $89K. Net investment income was $58K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$356K
-9.1% YoY
Annual Giving
$89K
+43.5% YoY
Grant Count
32
+3.2% YoY
Avg Grant Size
$3K
+39.0% YoY
Under IRS private-foundation payout rules, The Carla and Stephen Schwartz reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About The Carla and Stephen Schwartz
Based on IRS filings
The Carla and Stephen Schwartz is a private foundation focused on Arts and culture, based in COLCHESTER, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $356K in total assets. In 2024, it awarded 32 grants totaling $89K. Net investment income was $58K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $355,523 | $391,105 | $407,666 |
| Revenue | $59,640 | $50,276 | $42,031 |
| Expenses | $97,922 | $69,537 | $79,744 |
| Qualifying Distributions | $90,068 | $63,187 | $69,855 |
| Net Investment Income | $58,290 | $48,926 | $40,681 |
| Distributable Amount | $24,678 | $24,800 | $29,726 |
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
154 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Nagen Project ($22,500), Wadsworth Antheneum ($17,500), Bacon Academy ($7,750).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEXANDER FRANKLIN CHARITABLE FOUNDATION FARMINGTON, CT | CHARITY | $250 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | CHARITY | $2,500 |
| BACON 300 SOCIETY COLCHESTER, CT | CHARITY | $900 |
| BACON ACADEMY COLCHESTER, CT | CHARITY | $7,750 |
| CHABAD EAST OF THE RIVER GLASTONBURY, CT | CHARITY | $5,000 |
| CHABAD FRIENDSHIP CIRCLE WEST HARTFORD, CT | CHARITY | $500 |
| CHABAD HOUSE OF CT WEST HARTFORD, CT | CHARITY | $720 |
| CHABAD HOUSE OF GREATER HARTFORD WEST HARTFORD, CT | CHARITY | $3,500 |
| CHABAD JEWISH CENTER GLASTONBURY, CT | CHARITY | $1,000 |
| CHABAD OF FARMINGTON VALLEY WEATOGUE, CT | CHARITY | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARLA R SCHWARTZ | PRESIDENT | 10 | — |
| STEPHEN L SCHWARTZ | SECRETARY | 5 | — |
| HY SCHWARTZ | DIRECTOR | 2 | — |
| ADAM SCHWARTZ | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Carla and Stephen Schwartz?
The Carla and Stephen Schwartz is a private foundation focused on Arts and culture, based in COLCHESTER, CT. It holds $356K in total assets as of 2024.
How large is The Carla and Stephen Schwartz?
As of 2024, The Carla and Stephen Schwartz holds $356K in total assets with $60K in annual revenue. It awarded 32 grants totaling $89K in 2024.
Where does The Carla and Stephen Schwartz operate?
The Carla and Stephen Schwartz has awarded grants in California, Connecticut, District of Columbia, Florida, Kansas, Massachusetts, New Hampshire, New York, Pennsylvania, Texas, Virginia.
What size grants does The Carla and Stephen Schwartz award?
In 2024, The Carla and Stephen Schwartz awarded 32 grants totaling $89K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Carla and Stephen Schwartz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carla and Stephen Schwartz reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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