The Carla and Stephen Schwartz
THE CARLA AND STEPHEN SCHWARTZ is a private foundation based in Colchester, Connecticut. It makes grants to charitable organizations; its 2024 grants included recipients in Connecticut and several other states.
Key facts about The Carla and Stephen Schwartz
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.
- EIN
- 22-3148993
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $89,270
- Grants made (2025)
- 27
- Average grant
- $3,306
- Median grant
- $1,000
- New grantees (estimate)
- 22% first-time grantees (6 of 27, 2025)
- Total assets
- $329,876
- Primary geography
- Connecticut (69% of itemized 2025 grant dollars)
- 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. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$330K
-7.2% YoY
Annual Giving
$89K
+0.6% YoY
Grant Count
27
-15.6% YoY
Avg Grant Size
$3K
+19.3% YoY
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.
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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grantees included arts, education, Jewish community, health, and human-services organizations. For example, the Wadsworth Atheneum and Bacon Academy received grants, as did Jewish community organizations and the American Heart Association.
Grantees’ own descriptions provide more detail about their work. The Nagen Project describes its mission as combating antisemitism through research, legal action, strategic communication, and efforts related to K–12 education and university campuses. The Jewish Federation of Greater Hartford says it supports programs and services for Jewish families, education and leadership training, and people in need. The American Heart Association describes its mission as working toward longer, healthier lives.
Grantmaking
In 2024, the foundation made 32 grants totaling $88,694. Grants ranged from $250 to $22,500, with a median of $948. Its largest grants included $22,500 to The Nagen Project, $17,500 to the Wadsworth Atheneum, $7,750 to Bacon Academy, $6,378 to Congregation Ahavath Achim, and $5,400 to JAFCO.
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Geographic Focus
Where this funder awards grants
In 2024, Connecticut recipients received 61% of grant dollars, followed by recipients in Florida (27%), Pennsylvania (6%), Texas (3%), and New York (2%).
Grant Distribution by State
Share of all 27 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
152 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $355,523 | $59,640 | $97,922 | $88,694 |
| 2023 | $391,105 | $50,276 | $69,537 | $61,813 |
| 2022 | $407,666 | $42,031 | $79,744 | $68,481 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $329,876 | $355,523 | $391,105 |
| Revenue | $71,055 | $59,640 | $50,276 |
| Expenses | $99,402 | $97,922 | $69,537 |
| Qualifying Distributions | $90,644 | $90,068 | $63,187 |
| Net Investment Income | $69,705 | $58,290 | $48,926 |
| Distributable Amount | $23,026 | $24,678 | $24,800 |
Data update history
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
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 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.
Contact
Mailing address: 75 Mill Street, Colchester, CT 06415
Phone: (860) 537-3451
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 2024 grantees included arts, education, Jewish community, health, and human-services organizations. For example, the Wadsworth Atheneum and Bacon Academy received grants, as did Jewish community organizations and the American Heart Association. Grantees’ own descriptions provide more detail about their work. The Nagen Project describes its mission as combating antisemitism through research, legal action, strategic communication, and effor…
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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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