Funder DirectoryTHE CARLA AND STEPHEN SCHWARTZ
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Private foundation (trust)EIN 223148993Est. 1992-03

THE CARLA AND STEPHEN SCHWARTZ

COLCHESTER, CT 06415

Total Assets

$512K

FY 2024

Annual Giving

$89K

FY 2024

Grants Made

32

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$250–$23K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$60K

Total Expenses

$98K

Qualifying Distributions

$90K

Distributable Amount

$25K

Min. Investment Return

$25K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

32 grants

Grant sizes from minimum $250 through median $948 to maximum $23K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $89K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

147 grants

WADSWORTH ANTHENEUM
$73K
5 grants
THE NAGEN PROJECT
$48K
4 grants
CONGREGATION AHAVATH ACHIM
$31K
5 grants
UCONN FOUNDATION
$30K
2 grants
MISS PORTER'S SCHOOL
$20K
2 grants
BACON ACADEMY
$18K
2 grants
JAFCO
$15K
5 grants
CHABAD HOUSE OF GREATER HARTFORD
$13K
4 grants

Grant Size Distribution

147 grants

<$10K
139
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Connecticut
$262K
71% of total
Florida
$53K
14% of total
Massachusetts
$16K
4% of total
Pennsylvania
$15K
4% of total
New York
$9K
2% of total
Kansas
$5K
1% of total
California
$4K
1% of total
Texas
$3K
1% of total
District of Columbia
$600
0% of total
New Hampshire
$100
0% of total

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THE CARLA AND STEPHEN SCHWARTZ — Grants, Financials & Contact | Grantivo