STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC

Cite this

Plain text THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/223148993. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/223148993

MLA “THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/223148993. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $71K · expenses $99K · assets $330K

Also known as
FAMILY FOUNDATION INC
EIN
22-3148993
Address
75 MILL ST, COLCHESTER, CT 06415-1263
NTEE code
-
Subsection
501(c)(3)
Ruling year
1992
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carla R Schwartz PRESIDENT2010-2025 10 $0 reported 1
Stephen L Schwartz SECRETARY2010-2025 5 $0 reported 1
Hy Schwartz DIRECTOR2010-2025 2 $0 reported 1
Adam Schwartz DIRECTOR2010-2025 2 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2012 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2011 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01
2010 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLA R SCHWARTZ PRESIDENT10 $0-$0 $01
STEPHEN L SCHWARTZ SECRETARY5 $0-$0 $01
HY SCHWARTZ DIRECTOR2 $0-$0 $01
ADAM SCHWARTZ DIRECTOR2 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 27 grants to organizations · $89K
2024 · 32 grants to organizations · $89K
2023 · 31 grants to organizations · $62K
2022 · 31 grants to organizations · $68K
2021 · 31 grants to organizations · $92K
2020 · 29 grants to organizations · $73K
2019 · 31 grants to organizations · $81K
2018 · 24 grants to organizations · $76K
2017 · 21 grants to organizations · $67K
2016 · 24 grants to organizations · $59K
2015 · 19 grants to organizations · $52K
2014 · 17 grants to organizations · $40K
2013 · 14 grants to organizations · $37K
2012 · 13 grants to organizations · $24K
2011 · 11 grants to organizations · $42K
2010 · 8 grants to organizations · $26K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2014 · 1 contributor · $25K
#ContributorTypeCity, stateTotalNoncashSource
1 S&S WORLDWIDE INC Fuzzy 0.79 Organization or other COLCHESTER, CT $25,000- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $25K
#ContributorTypeCity, stateTotalNoncashSource
1 S&S WORLDWIDE INC Organization or other $25,000- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $10K
#ContributorTypeCity, stateTotalNoncashSource
1 S&S WORLDWIDE INC Fuzzy 0.79 Organization or other COLCHESTER, CT $10,000- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $25K
#ContributorTypeCity, stateTotalNoncashSource
1 S&S WORLDWIDE INC Fuzzy 0.79 Organization or other COLCHESTER, CT $25,000- Form 990PF Sch. B, 2011 · filing
2010 · 1 contributor · $25K
#ContributorTypeCity, stateTotalNoncashSource
1 S&S WORLDWIDE INC Fuzzy 0.79 Organization or other COLCHESTER, CT $25,000- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$71,055$99,402 $329,876$315,502 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$59,640$97,922 $355,523$343,849 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$50,276$69,537 $391,105$382,131 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$42,031$79,744 $407,666$401,392 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$74,814$102,278 $442,679$439,105 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$45,744$79,659 $470,143$466,569 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$67,351$89,792 $501,923$500,484 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$76,368$84,023 $523,678$522,925 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$59,062$74,711 $531,160$530,580 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$56,598$65,329 $546,785$546,229 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$43,697$54,217 $555,387$554,960 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$88,289$43,577 $566,726$565,480 $25,000- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$54,573$39,701 $521,109$520,768 $25,000- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$22,387$26,297 $505,896$505,896 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$35,332$43,672 $509,806$509,806 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$32,312$28,661 $518,146$518,146 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (43)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE SARA AND DAVID CARSON FAMILY FOUNDATION INCCTT20 $37,430$46,543 ADMINISTRATOR$3,600 Similar name, revenue within 2x, same state
STEPHEN AND CAROL CANTER FAMILY FOUNDATIONNYT22 $36,011$71,259 Trustee$0 Similar name, revenue within 2x
THE CARSON FAMILY FOUNDATION INCFLT22 $61,358$55,037 TRUSTEE$7,234 Similar name, revenue within 2x
CAROL SCHWARTZ GREENWALD FAMILY FOUNDATION INCMDT20 $58,624$82,736 TRUSTEE$0 Similar name, revenue within 2x
THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATIONFLNot reported $102,580$113,770 PRESIDENT AND TREASURER$0 Similar name, revenue within 2x
THE STEVENS FAMILY FOUNDATION INCFLNot reported $44,835$26,706 PRESIDENT$0 Similar name, revenue within 2x
STEPHEN W CRAIG FAMILY FOUNDATION INCCTT20 $23,045$46,991 Presid't & Trea$0 Similar name, revenue within 5x, same state
THE SCHWARTZ FAMILY FOUNDATIONNJNot reported $30,369$82,573 TRUSTEE$0 Similar name, revenue within 5x
AR Schwartz Family Foundation IncNYNot reported $187,200$186,826 Treasurer$0 Similar name, revenue within 5x
STEPHEN SCHOEN FAMILY FOUNDATION INCGAT20 $273,614$464,932 Director$0 Similar name, revenue within 5x
THE STEPHEN SCOTT SELIG FAMILY FOUNDATION INCGANot reported $250,000$294,975 FOUNDATION MNGR$0 Similar name, revenue within 5x
HOWARD AND BETTY SCHWARTZ FAMILY FOUNDATION INCNJT22 $147,267$127,527 TRUSTEE$0 Similar name, revenue within 5x
STEPHEN AND CAROL CASSIANI FAMILY FOUNDATIONTXB82 $305,808$441,057 SECRETARY/TREASURER$0 Similar name, revenue within 5x
THE COHEN FAMILY FOUNDATION INCNYNot reported $314,946$310,072 PRESIDENT - <1$0 Similar name, revenue within 5x
SCHWARTZ-KRUGER FAMILY FOUNDATION INCGAT20 $21,003$15,070 CHAIRMAN OF BD & PRESIDENT$0 Similar name, revenue within 5x
SCHWARTZ FAMILY FOUNDATIONMINot reported $29,822$230,422 PRESIDENT/TREAS/DIRECTOR$0 Similar name, revenue within 5x
SCHWARTZ FAMILY FOUNDATIONNYNot reported $17,724$41,341 TRUSTEE$0 Similar name, revenue within 5x
JESS AND SHEILA SCHWARTZ FAMILY FOUNDATIONAZT30 $143,000$135,366 PRES/DIR$0 Similar name, revenue within 5x
THE SCHWARTZ FAMILY FOUNDATION INCVANot reported $441,414$661,185 VICE PRESIDENT/DIRECTOR$0 Similar name, revenue within 10x
STEPHENS FAMILY FOUNDATION INCWIT22 $422,165$290,625 CO-PRESIDENT$0 Similar name, revenue within 10x
JLDCE SCHWARTZ FAMILY FOUNDATION INCNYT20 $10,004$4,750 PRES DIRECTOR$0 Similar name, revenue within 10x
THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INCDET20 $541,269$350,377 Pres, Dir, Sec$0 Similar name, revenue within 10x
STEPHEN AND AEGEAN FAMILY FOUNDATIONCAT90 $7,516$2,179 President & CEO$0 Similar name, revenue within 10x
STEPHEN MACK AND KELLY MACK FAMILYFOUNDATION INCNYT20 $599,351$1,088,902 PRESIDENT$0 Similar name, revenue within 10x
GOTTLIEB-SCHWARTZ FAMILY FOUNDATION INCNYA60 $364,023$350,384 President$0 Similar name, revenue within 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $99,402 spent · pay $0 · grants $89,270 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $89,270 89.8%
Other expenses $7,432 7.5%
Fees: accounting $2,700 2.7%
Total$99,402100%

View the filing

2024 · Form 990PF · $97,922 spent · pay $0 · grants $88,694 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $88,694 90.6%
Other expenses $6,528 6.7%
Fees: accounting $2,700 2.8%
Total$97,922100%

View the filing

2023 · Form 990PF · $69,537 spent · pay $0 · grants $61,813 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $61,813 88.9%
Other expenses $5,024 7.2%
Fees: accounting $2,700 3.9%
Total$69,537100%

View the filing

2022 · Form 990PF · $79,744 spent · pay $0 · grants $68,481 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $68,481 85.9%
Other expenses $6,111 7.7%
Fees: accounting $2,700 3.4%
Taxes $2,452 3.1%
Total$79,744100%

View the filing

2021 · Form 990PF · $102,278 spent · pay $0 · grants $92,491 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $92,491 90.4%
Other expenses $6,111 6.0%
Fees: accounting $2,370 2.3%
Taxes $1,306 1.3%
Total$102,278100%

View the filing

2020 · Form 990PF · $79,659 spent · pay $0 · grants $72,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $72,800 91.4%
Other expenses $4,038 5.1%
Fees: accounting $2,200 2.8%
Taxes $621 0.8%
Total$79,659100%

View the filing

2019 · Form 990PF · $89,792 spent · pay $0 · grants $80,882 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $80,882 90.1%
Other expenses $6,048 6.7%
Fees: accounting $2,200 2.5%
Taxes $662 0.7%
Total$89,792100%

View the filing

2018 · Form 990PF · $84,023 spent · pay $0 · grants $76,130 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $76,130 90.6%
Other expenses $5,040 6.0%
Fees: accounting $2,100 2.5%
Taxes $753 0.9%
Total$84,023100%

View the filing

2017 · Form 990PF · $74,711 spent · pay $0 · grants $67,495 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $67,495 90.3%
Other expenses $4,536 6.1%
Fees: accounting $2,100 2.8%
Taxes $580 0.8%
Total$74,711100%

View the filing

2016 · Form 990PF · $65,329 spent · pay $0 · grants $58,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $58,750 89.9%
Other expenses $4,023 6.2%
Fees: accounting $2,000 3.1%
Taxes $556 0.9%
Total$65,329100%

View the filing

2015 · Form 990PF · $54,217 spent · pay $0 · grants $51,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $51,800 95.5%
Fees: accounting $2,000 3.7%
Taxes $408 0.8%
Other expenses $9 0.0%
Total$54,217100%

View the filing

2014 · Form 990PF · $43,577 spent · pay $0 · grants $40,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,350 92.6%
Fees: accounting $2,000 4.6%
Taxes $1,227 2.8%
Total$43,577100%

View the filing

2013 · Form 990PF · $39,701 spent · pay $0 · grants $37,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,100 93.4%
Fees: accounting $2,000 5.0%
Taxes $571 1.4%
Other expenses $30 0.1%
Total$39,701100%

View the filing

2012 · Form 990PF · $26,297 spent · pay $0 · grants $24,039 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,039 91.4%
Fees: accounting $2,000 7.6%
Taxes $248 0.9%
Other expenses $10 0.0%
Total$26,297100%

View the filing

2011 · Form 990PF · $43,672 spent · pay $0 · grants $41,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,500 95.0%
Fees: accounting $2,000 4.6%
Taxes $112 0.3%
Other expenses $60 0.1%
Total$43,672100%

View the filing

2010 · Form 990PF · $28,661 spent · pay $0 · grants $26,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,400 92.1%
Fees: accounting $2,000 7.0%
Taxes $191 0.7%
Other expenses $70 0.2%
Total$28,661100%

View the filing