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Nonprofit · EIN 22-3148993

THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC

Tax-exempt · COLCHESTER, CT 06415

Financials

$50K$70K2023$60K$98K2024$71K$99K2025
Revenue Expenses · by fiscal year end
Financials of THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$71,055$99,402-$28,347$329,876$14,374$315,502
December 31, 2024990-PF$59,640$97,922-$38,282$355,523$11,674$343,849
December 31, 2023990-PF$50,276$69,537-$19,261$391,105$8,974$382,131
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,007
Net gain from sales of assets
$61,048

Expenses

Grants and similar amounts paid
$89,270
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$90,644
Excise tax on investment income
$969

Balance sheet and other

Total assets, start of year
$355,523
Total assets, end of year
$329,876
Total liabilities, end of year
$14,374
Net assets, end of year
$315,502
Fair market value of assets
$479,970
Qualifying distributions
$90,644
Net investment income
$71,055

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CARLA R SCHWARTZ
7336 SARIMENTO PLACE, DELRAY BEACH, FL 33446
PRESIDENT10$0
STEPHEN L SCHWARTZ
7336 SARIMENTO PLACE, DELRAY BEACH, FL 33446
SECRETARY5$0
HY SCHWARTZ
52 OLD STONE CROSSING, WEST HARTFORD, CT 06117
DIRECTOR2$0
ADAM SCHWARTZ
346 FERN STREET, WEST HARTFORD, CT 06119
DIRECTOR2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CARLA R SCHWARTZ
7336 SARIMENTO PLACE, DELRAY BEACH, FL 33446
PRESIDENT10$0
STEPHEN L SCHWARTZ
7336 SARIMENTO PLACE, DELRAY BEACH, FL 33446
SECRETARY5$0
HY SCHWARTZ
52 OLD STONE CROSSING, WEST HARTFORD, CT 06117
DIRECTOR2$0
ADAM SCHWARTZ
346 FERN STREET, WEST HARTFORD, CT 06119
DIRECTOR2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CARLA R SCHWARTZ
7336 SARIMENTO PLACE, DELRAY BEACH, FL 33446
PRESIDENT10$0
STEPHEN L SCHWARTZ
7336 SARIMENTO PLACE, DELRAY BEACH, FL 33446
SECRETARY5$0
HY SCHWARTZ
52 OLD STONE CROSSING, WEST HARTFORD, CT 06117
DIRECTOR2$0
ADAM SCHWARTZ
346 FERN STREET, WEST HARTFORD, CT 06119
DIRECTOR2$0

Address and contacts

Address (IRS master file)
75 MILL ST, COLCHESTER, CT 06415-1263
Signed the 990-PF
STEPHEN SCHWARTZ, SECRETARY
Phone
(860) 537-3451
Return prepared by
COHNREZNICK ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3148993
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$329,876
Income (IRS master file)
$135,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$71,055$99,402$329,876IRS
990-PFDecember 2024$59,640$97,922$355,523XML
990-PFDecember 2023$50,276$69,537$391,105XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3148993).

Questions about THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC

What is the EIN of THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC?
The employer identification number (EIN) of THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC is 22-3148993.
Is THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $71,055, expenses of $99,402 and total assets of $329,876 at year end.

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