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    3. Carla and Stephen Schwartz Family Foundation

    Carla and Stephen Schwartz Family Foundation

    ActiveMutual & Membership Benefit
    COLCHESTER, CT8605373451EIN: 22-31489933 filings on record

    About Carla and Stephen Schwartz Family Foundation

    The foundation concentrates support on local cultural institutions and a small number of charitable organizations in Connecticut. Nearly all giving goes to two repeat recipients — a regional art museum and a smaller arts/charity project — indicating a preference for sustained, program-level support to arts and community-focused nonprofits. Grants are modest in number but meaningful in size relative to the foundation's total annual giving.

    Focus Areas

    Regional visual arts institutions (e.g., nonprofit museums in Connecticut)Small arts/performing-arts projects or ensembles (repeat project-level support)Local charitable organizations serving Connecticut communities

    Who They Fund

    Connecticut-based nonprofit arts institutionssmall arts ensembles/projectslocal Connecticut community beneficiaries served by charitable organizations

    Giving Approach

    Concentrated giving to a very small set of repeat grantees (three grants each to two organizations), with larger single gifts representing most of the annual budget rather than many small awards.

    About Carla and Stephen Schwartz Family Foundation

    A defining feature of The Carla and Stephen Schwartz Family Foundation Inc is its repeated support for the Wadsworth Antheneum in Hartford, with grants of $12,500 in 2023, $13,500 in 2024, and $17,500 in 2025. That multi-year pattern points to sustained backing rather than one-time project support. The foundation’s recent giving also reaches beyond one institution, with a second large recurring grant series to The Nagen Project, including $10,000 in 2023, $12,500 in 2024, and $22,500 in 2025. Alongside those larger awards, the foundation funds a mix of Connecticut arts, Jewish communal, education, health, and local service organizations. Recent recipients include Congregation Ahavath Achim in Colchester, Chabad House of Greater Hartford, Boys and Girls Club of Hartford, and Town of Colchester. The grant list shows a pattern of direct support to organizations serving local communities and cultural institutions, with giving that often returns to the same recipients over multiple years. That combination of repeat grants and a regional recipient base is the clearest profile of how the foundation operates.

    What Carla and Stephen Schwartz Family Foundation Funds

    Arts and culture are central to the foundation’s grantmaking. The Wadsworth Antheneum in Hartford received $12,500 in 2023, $13,500 in 2024, and $17,500 in 2025, indicating ongoing museum support. The Nagen Project also received repeated funding, including $10,000 in 2023, $12,500 in 2024, and $22,500 in 2025, showing attention to a small arts-related charity or project. Beyond visual arts, the foundation supports Jewish communal organizations in Connecticut. Congregation Ahavath Achim in Colchester received $5,728 in 2024 and $6,378 in 2025, while Chabad House of Greater Hartford received $4,220 in 2023, $4,000 in 2024, and $3,500 in 2025. It also made grants to local service groups such as Boys and Girls Club of Hartford and Interval House.

    How Carla and Stephen Schwartz Family Foundation Gives

    Typical grants are modest but not token-sized: the 25th percentile is $500, the median is $1,000, and the 75th percentile is $2,725. The recent list also shows a few larger, repeated awards above that band, which suggests selective support for specific organizations rather than broad, high-volume distributing. The foundation appears to favor recurring relationships; several recipients appear in multiple years, including the Wadsworth Antheneum, The Nagen Project, Congregation Ahavath Achim, Chabad House of Greater Hartford, and Chabad East of the River. It is a family foundation, does not fund individuals, and does not make program-related investments.

    Financial Snapshot

    Annual Giving

    $219K

    Total Assets

    $356K

    Total Revenue

    $60K

    Total Expenses

    $98K

    Typical Grant Size

    Most grants fall between $500 and $3K, with a median of $1K.

    25th Percentile

    $500

    Median

    $1K

    75th Percentile

    $3K

    Geographic Reach

    Regional9 states funded

    About 66% of grants go to recipients in CT.

    Funding intensity
    Low
    High
    Headquarters

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    Funding Style

    sustained program-level supportconcentrated/repeat grantee strategymid-to-large single gift emphasisregional/restrictive geographic focus

    Notable grantees: THE NAGEN PROJECT, WADSWORTH ATHENEUM, Other local Connecticut arts and charitable organizations

    Topics

    regional visual arts institutions (nonprofit museums in Connecticut)small arts/performing-arts projects and ensemblesmuseum operating and program supportlocal community-focused charitable organizations in Connecticut

    Where Carla and Stephen Schwartz Family Foundation Makes Grants

    Grantmaking is heavily centered in Connecticut, which accounts for 66% of grants and is also the top state by grant count. Hartford appears repeatedly through the Wadsworth Antheneum, Boys and Girls Club of Hartford, Interval House, and the Jewish Federation of Greater Hartford. Colchester also appears through Congregation Ahavath Achim and the Town of Colchester. Outside Connecticut, the foundation’s recent grants go to a small number of U.S. recipients, including Boca Raton, Florida; Bryn Mawr, Pennsylvania; Dallas, Texas; and New York, New York. All recorded grants in the dataset go to U.S. recipients.

    Frequently Asked Questions About Carla and Stephen Schwartz Family Foundation

    What grant sizes does the foundation typically make?

    The foundation’s grant-size distribution is centered on smaller awards: the 25th percentile is $500, the median is $1,000, and the 75th percentile is $2,725. Recent grants also include larger recurring awards, but most gifts fall well below $3,000.

    Does the foundation support the same organizations more than once?

    Yes. The recent grants show repeat support for several recipients across multiple years, including the Wadsworth Antheneum, The Nagen Project, Congregation Ahavath Achim, Chabad House of Greater Hartford, and Chabad East of the River. That pattern suggests sustained relationships rather than one-time gifts.

    What kinds of organizations does the foundation fund?

    Its recent grants support Connecticut arts and cultural institutions, Jewish communal organizations, and local service groups. Named recipients include the Wadsworth Antheneum in Hartford, Congregation Ahavath Achim in Colchester, Chabad House of Greater Hartford, Boys and Girls Club of Hartford, and Interval House.

    Where does most of the foundation’s giving go?

    Connecticut receives 66% of the grants, and it is the top state by grant count. Hartford and Colchester appear repeatedly among recipient cities, showing a strong in-state emphasis rather than a broad national footprint.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    THE NAGEN PROJECTBOCA RATON, FL$22,5002025CHARITY
    WADSWORTH ANTHENEUMHARTFORD, CT$17,5002025CHARITY
    BACON ACADEMYCOLCHESTER, CT$7,7502025CHARITY
    CONGREGATION AHAVATH ACHIMCOLCHESTER, CT$6,3782025CHARITY
    JAFCOBRYN MAWR, PA$5,4002025CHARITY
    CHABAD EAST OF THE RIVERGLASTONBURY, CT$5,0002025CHARITY
    CHABAD HOUSE OF GREATER HARTFORDWEST HARTFORD, CT$3,5002025CHARITY
    JEWISH FEDERATION OF GREATER HARTFORDWEST HARTFORD, CT$3,0002025CHARITY
    AMERICAN HEART ASSOCIATIONDALLAS, TX$2,5002025CHARITY
    KINGSWOOD OXFORD SCHOOLWEST HARTFORD, CT$1,0002025CHARITY
    DEERFIELD ACADEMYDEERFIELD, MA$1,0002025CHARITY
    CHABAD JEWISH CENTERGLASTONBURY, CT$1,0002025CHARITY
    PROJECT SUNSHINENEW YORK, NY$1,0002025CHARITY
    CONGREGATION GATES OF HEAVENSCHENECTADY, NY$1,0002025CHARITY
    COLCHESTER FEDERATED CHURCHCOLCHESTER, CT$1,0002025CHARITY
    MANDELL JCCWEST HARTFORD, CT$9962025CHARITY
    BACON 300 SOCIETYCOLCHESTER, CT$9002025CHARITY
    CHABAD HOUSE OF CTWEST HARTFORD, CT$7202025CHARITY
    THE PAP CORPSDEERFIELD BEACH, FL$7002025CHARITY
    COLCHESTER IS KINDCOLCHESTER, CT$6502025CHARITY
    UNIVERSITY OF CONNECTICUT FOUNDATIONSTORRS, CT$5002025CHARITY
    THE ARCNORWICH, CT$5002025CHARITY
    CHABAD FRIENDSHIP CIRCLEWEST HARTFORD, CT$5002025CHARITY
    CHABAD OF FARMINGTON VALLEYWEATOGUE, CT$5002025CHARITY
    COLCHESTER FOOD BANKCOLCHESTER, CT$5002025CHARITY
    WOUNDED WARRIORS PROJECTJACKSONVILLE, FL$5002025CHARITY
    JEWISH COMMUNITY FOUNDATIONWEST HARTFORD, CT$5002025CHARITY
    MARTIN HOUSE INCNORWHICH, CT$5002025CHARITY
    COLCHESTER BASEBALL AND SOFTBALL LEAGUECOLCHESTER, CT$4002025CHARITY
    PMC - JIMMY FUNDBROOKLINE, MA$3002025CHARITY
    INTERVAL HOUSEHARTFORD, CT$2502025CHARITY
    ALEXANDER FRANKLIN CHARITABLE FOUNDATIONFARMINGTON, CT$2502025CHARITY
    WADSWORTH ANTHENEUMHARTFORD, CT$13,5002024CHARITY
    THE NAGEN PROJECTBOCA RATON, FL$12,5002024CHARITY
    CONGREGATION AHAVATH ACHIMCOLCHESTER, CT$5,7282024CHARITY
    BOYS AND GIRLS CLUB OF HARTFORDHARTFORD, CT$4,0002024CHARITY
    CHABAD HOUSE OF GREATER HARTFORDWEST HARTFORD, CT$4,0002024CHARITY
    CHABAD EAST OF THE RIVERGLASTONBURY, CT$3,0002024CHARITY
    JAFCOBRYN MAWR, PA$2,8002024CHARITY
    INTERVAL HOUSEHARTFORD, CT$1,5002024CHARITY
    COLCHESTER FOOD BANKCOLCHESTER, CT$1,2502024CHARITY
    RALES JEWISH FAMILY SERVICESBOCA RATON, FL$1,2002024CHARITY
    COLCHESTER IS KINDCOLCHESTER, CT$1,0002024CHARITY
    JEWISH FEDERATION OF GREATER HARTFORDBLOOMFIELD, CT$1,0002024CHARITY
    UCSF HELEN DILLER CANCER CENTERSAN FRANCISCO, CA$1,0002024CHARITY
    MAGEN DAVID ADOMNEW YORK, NY$1,0002024CHARITY
    BERKSHIRE SCHOOLSHEFFIELD, MA$1,0002024CHARITY
    CONGREGATION GATES OF HARTFORDSCHENECTADY, NY$1,0002024CHARITY
    FRIENDS OF THE ISRAEL DEFENSE FORCESNEW YORK, NY$1,0002024CHARITY
    DEERFIELD ACADEMYDEERFIELD, MA$5002024CHARITY

    THE NAGEN PROJECT

    $22,500
    BOCA RATON, FL2025

    CHARITY

    WADSWORTH ANTHENEUM

    $17,500
    HARTFORD, CT2025

    CHARITY

    BACON ACADEMY

    $7,750
    COLCHESTER, CT2025

    CHARITY

    CONGREGATION AHAVATH ACHIM

    $6,378
    COLCHESTER, CT2025

    CHARITY

    JAFCO

    $5,400
    BRYN MAWR, PA2025

    CHARITY

    CHABAD EAST OF THE RIVER

    $5,000
    GLASTONBURY, CT2025

    CHARITY

    CHABAD HOUSE OF GREATER HARTFORD

    $3,500
    WEST HARTFORD, CT2025

    CHARITY

    JEWISH FEDERATION OF GREATER HARTFORD

    $3,000
    WEST HARTFORD, CT2025

    CHARITY

    AMERICAN HEART ASSOCIATION

    $2,500
    DALLAS, TX2025

    CHARITY

    KINGSWOOD OXFORD SCHOOL

    $1,000
    WEST HARTFORD, CT2025

    CHARITY

    DEERFIELD ACADEMY

    $1,000
    DEERFIELD, MA2025

    CHARITY

    CHABAD JEWISH CENTER

    $1,000
    GLASTONBURY, CT2025

    CHARITY

    PROJECT SUNSHINE

    $1,000
    NEW YORK, NY2025

    CHARITY

    CONGREGATION GATES OF HEAVEN

    $1,000
    SCHENECTADY, NY2025

    CHARITY

    COLCHESTER FEDERATED CHURCH

    $1,000
    COLCHESTER, CT2025

    CHARITY

    MANDELL JCC

    $996
    WEST HARTFORD, CT2025

    CHARITY

    BACON 300 SOCIETY

    $900
    COLCHESTER, CT2025

    CHARITY

    CHABAD HOUSE OF CT

    $720
    WEST HARTFORD, CT2025

    CHARITY

    THE PAP CORPS

    $700
    DEERFIELD BEACH, FL2025

    CHARITY

    COLCHESTER IS KIND

    $650
    COLCHESTER, CT2025

    CHARITY

    UNIVERSITY OF CONNECTICUT FOUNDATION

    $500
    STORRS, CT2025

    CHARITY

    THE ARC

    $500
    NORWICH, CT2025

    CHARITY

    CHABAD FRIENDSHIP CIRCLE

    $500
    WEST HARTFORD, CT2025

    CHARITY

    CHABAD OF FARMINGTON VALLEY

    $500
    WEATOGUE, CT2025

    CHARITY

    COLCHESTER FOOD BANK

    $500
    COLCHESTER, CT2025

    CHARITY

    WOUNDED WARRIORS PROJECT

    $500
    JACKSONVILLE, FL2025

    CHARITY

    JEWISH COMMUNITY FOUNDATION

    $500
    WEST HARTFORD, CT2025

    CHARITY

    MARTIN HOUSE INC

    $500
    NORWHICH, CT2025

    CHARITY

    COLCHESTER BASEBALL AND SOFTBALL LEAGUE

    $400
    COLCHESTER, CT2025

    CHARITY

    PMC - JIMMY FUND

    $300
    BROOKLINE, MA2025

    CHARITY

    INTERVAL HOUSE

    $250
    HARTFORD, CT2025

    CHARITY

    ALEXANDER FRANKLIN CHARITABLE FOUNDATION

    $250
    FARMINGTON, CT2025

    CHARITY

    WADSWORTH ANTHENEUM

    $13,500
    HARTFORD, CT2024

    CHARITY

    THE NAGEN PROJECT

    $12,500
    BOCA RATON, FL2024

    CHARITY

    CONGREGATION AHAVATH ACHIM

    $5,728
    COLCHESTER, CT2024

    CHARITY

    BOYS AND GIRLS CLUB OF HARTFORD

    $4,000
    HARTFORD, CT2024

    CHARITY

    CHABAD HOUSE OF GREATER HARTFORD

    $4,000
    WEST HARTFORD, CT2024

    CHARITY

    CHABAD EAST OF THE RIVER

    $3,000
    GLASTONBURY, CT2024

    CHARITY

    JAFCO

    $2,800
    BRYN MAWR, PA2024

    CHARITY

    INTERVAL HOUSE

    $1,500
    HARTFORD, CT2024

    CHARITY

    COLCHESTER FOOD BANK

    $1,250
    COLCHESTER, CT2024

    CHARITY

    RALES JEWISH FAMILY SERVICES

    $1,200
    BOCA RATON, FL2024

    CHARITY

    COLCHESTER IS KIND

    $1,000
    COLCHESTER, CT2024

    CHARITY

    JEWISH FEDERATION OF GREATER HARTFORD

    $1,000
    BLOOMFIELD, CT2024

    CHARITY

    UCSF HELEN DILLER CANCER CENTER

    $1,000
    SAN FRANCISCO, CA2024

    CHARITY

    MAGEN DAVID ADOM

    $1,000
    NEW YORK, NY2024

    CHARITY

    BERKSHIRE SCHOOL

    $1,000
    SHEFFIELD, MA2024

    CHARITY

    CONGREGATION GATES OF HARTFORD

    $1,000
    SCHENECTADY, NY2024

    CHARITY

    FRIENDS OF THE ISRAEL DEFENSE FORCES

    $1,000
    NEW YORK, NY2024

    CHARITY

    DEERFIELD ACADEMY

    $500
    DEERFIELD, MA2024

    CHARITY