The Carla And Stephen Schwartz Family Foundation Inc

Colchester, CT
Tax exemption issued: March 1992
EIN: 22-3148993

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$71,055

Expenses

$99,402

Net Income

-$28,347

Net Assets

$315,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,007	14.1%
Sales of Assets	$61,048	85.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,644	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$329,876
Total Liabilities	$14,374
Net Assets	$315,502

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on May 19, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2024

Revenue

$59,640

Expenses

$97,922

Net Income

-$38,282

Net Assets

$343,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,538	17.7%
Sales of Assets	$49,102	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,068	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$355,523
Total Liabilities	$11,674
Net Assets	$343,849

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on July 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$50,276

Expenses

$69,537

Net Income

-$19,261

Net Assets

$382,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,785	23.4%
Sales of Assets	$38,491	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,187	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,105
Total Liabilities	$8,974
Net Assets	$382,131

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$42,031

Expenses

$79,744

Net Income

-$37,713

Net Assets

$401,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,243	19.6%
Sales of Assets	$33,788	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,855	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$407,666
Total Liabilities	$6,274
Net Assets	$401,392

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on Aug. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$74,814

Expenses

$102,278

Net Income

-$27,464

Net Assets

$439,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,332	17.8%
Sales of Assets	$61,482	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,700	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,679
Total Liabilities	$3,574
Net Assets	$439,105

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$45,744

Expenses

$79,659

Net Income

-$33,915

Net Assets

$466,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,953	23.9%
Sales of Assets	$34,791	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,188	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$470,143
Total Liabilities	$3,574
Net Assets	$466,569

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on Sept. 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$67,351

Expenses

$89,792

Net Income

-$22,441

Net Assets

$500,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,920	19.2%
Sales of Assets	$54,431	80.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,018	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,923
Total Liabilities	$1,439
Net Assets	$500,484

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$76,368

Expenses

$84,023

Net Income

-$7,655

Net Assets

$522,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,921	20.8%
Sales of Assets	$60,447	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,208	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$523,678
Total Liabilities	$753
Net Assets	$522,925

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$59,062

Expenses

$74,711

Net Income

-$15,649

Net Assets

$530,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,456	26.2%
Sales of Assets	$43,606	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,069	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$531,160
Total Liabilities	$580
Net Assets	$530,580

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$56,598

Expenses

$65,329

Net Income

-$8,731

Net Assets

$546,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,140	30.3%
Sales of Assets	$39,458	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,761	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,785
Total Liabilities	$556
Net Assets	$546,229

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$43,697

Expenses

$54,217

Net Income

-$10,520

Net Assets

$554,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,597	40.3%
Sales of Assets	$26,100	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,804	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$555,387
Total Liabilities	$427
Net Assets	$554,960

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on April 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$88,289

Expenses

$43,577

Net Income

$44,712

Net Assets

$565,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	28.3%
Interest Revenue	$0
Dividends	$19,231	21.8%
Sales of Assets	$44,058	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,350	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,726
Total Liabilities	$1,246
Net Assets	$565,480

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$54,573

Expenses

$39,701

Net Income

$14,872

Net Assets

$520,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	45.8%
Interest Revenue	$0
Dividends	$13,470	24.7%
Sales of Assets	$16,103	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,130	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$521,109
Total Liabilities	$341
Net Assets	$520,768

Compensation

Key Employees and Officers	Compensation	Other
Carla R Schwartz (President)	$0	$0
Stephen L Schwartz (Secretary)	$0	$0
Hy Schwartz (Director)	$0	$0
Adam Schwartz (Director)	$0	$0

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990-PF

Filed on May 27, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$22,387

Expenses

$26,297

Net Income

-$3,910

Net Assets

$505,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	44.7%
Interest Revenue	$5	0.0%
Dividends	$12,382	55.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,049	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$505,896
Total Liabilities	$1
Net Assets	$505,895

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$35,332

Expenses

$43,672

Net Income

-$8,340

Net Assets

$509,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	70.8%
Interest Revenue	$5	0.0%
Dividends	$11,228	31.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,560	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$509,806
Total Liabilities	$1
Net Assets	$509,805

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated October 22, 2026

The Carla And Stephen Schwartz Family Foundation Inc

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001