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Connecticut · Private foundation

The Carla and Stephen Schwartz Family Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$89k
Granted FY2025(still arriving)
27
Grants FY2025
30
Organizations funded FY2024
30%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,000
Largest grant, FY2025
$16,000
Organizations funded a year
23 to 30
FY2018 to FY2024
States reached, FY2025
7
Total assets, FY2025
$330k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 30% of the organizations The Carla and Stephen Schwartz Family Foundation Inc funded were first-time grantees, receiving 9% of its grant dollars.

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
EducationInternationalArts & CultureCivil RightsHealthHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving24$79k21%
FY202430$85k30%
FY202330$61k33%
FY202228$62k36%
FY202129$86k45%
FY202026$67k27%
FY201928$79k46%
FY201823$76k52%
84% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$169kReligion$85kCivil Rights$77kPhilanthropy$41kHuman Services$23kHealth$18kInternational$15kScience & Tech$15kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NH
IL
NY
MA
PA
CT
CA
MO
VA
MD
KS
DC
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 53 grantees
All grantees of The Carla and Stephen Schwartz Family Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
The Nagen Project Inc$66,00061%
The University of Connecticut Foundation Inc$60,50050%
Miss Porter's School Inc$50,00050%
The Boys and Girls Clubs of Hartford$11,00040%
Hillel the Foundation for Jewish Campus Life$7,00010%
Kingswood Oxford School Inc$6,00020%
Integrity First for America Inc$6,00020%
The Lawfare Project Inc$5,00010%
New Britain Museum of American Art Inc$5,00010%
Foundation for the Defense of Democracies Inc$5,00010%
Combat Hate Foundation$5,00010%
The Berkshire School Inc$4,50030%
Martin House Inc$4,50090%
Hartford Interval House Inc$4,25030%
Trustees of Deerfield Academy$4,25070%
American Heart Association Inc$3,50030%
Wounded Warrior Project Inc$3,25070%
Americares Foundation Inc$3,00010%
Alexander Franklin Charitable Fdn$2,50085%
Renbrook School Inc$2,50030%
Arthritis Foundation Inc$2,00010%
Colchester Baseball and Softball League Inc$1,95050%
Friends of the Israel Defense Forces$1,00010%
Christopher Coffland Memorial Fund Inc$1,00010%
Chabad Jewish Center Inc$1,0001n/a
Foodshare Inc$1,00010%
Project Sunshine Inc$1,00010%
American Friends of Magen David Adom$1,00010%
Congregation Sharei Shomajin$1,0001n/a
Goodspeed Opera House Foundation Inc$1,00030%
Pan-Massachusetts Challenge Inc$90050%
Chabad House of Conn Inc$7201n/a
Colchester Hayward Volunteer Fire Company$50010%
Rotary Club of Boca Raton Inc$5001n/a
National Eating Disorders Association$50010%
Temple Chaverim$5001n/a
Connecticut Public Broadcasting Inc$50010%
Connecticut Brain Tumor Alliance Inc$50010%
Colchester Historical Society Incorporated$5001n/a
Farmington Chabad$5001n/a
Beth El Temple$4602n/a
Hillel of Broward and Palm Beach Inc$36010%
Worcester Academy$35020%
Marc Lustgarten Pancreatic Cancer Foundation$25010%
Goodwin Foundation Inc$25010%
Pro Bono Partnership Inc$20010%
Whitney Museum of American Art$12510%
OSHER LIFELONG LEARNING INSTITUTE at GEORGE MASON UNIVERSITY$10010%
Anti-Defamation League$10010%
Cragin Memorial Library$10011%
Hartford Stage Company Inc$10010%
United States Medical Association Inc$1001n/a
The United States Holocaust Memorial Museum$10010%

What it could do for these grantees

Plus 46 recipients with no EIN on record ($382k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Carla and Stephen Schwartz Family Foundation Inc supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Nagen Project Inc: $66,000 over 6y, 1.0% of budgetThe University of Connecticut Foundation Inc: $60,500 over 5y, 0.0% of budgetMiss Porter's School Inc: $50,000 over 5y, 0.0% of budgetThe Boys and Girls Clubs of Hartford: $11,000 over 4y, 0.1% of budgetHillel the Foundation for Jewish Campus Life: $7,000 over 1y, 0.0% of budgetKingswood Oxford School Inc: $6,000 over 2y, 0.0% of budgetIntegrity First for America Inc: $6,000 over 2y, 0.1% of budgetThe Lawfare Project Inc: $5,000 over 1y, 0.1% of budgetNew Britain Museum of American Art Inc: $5,000 over 1y, 0.2% of budgetFoundation for the Defense of Democracies Inc: $5,000 over 1y, 0.0% of budgetCombat Hate Foundation: $5,000 over 1y, 0.1% of budgetThe Berkshire School Inc: $4,500 over 3y, 0.0% of budgetMartin House Inc: $4,500 over 9y, 0.0% of budgetHartford Interval House Inc: $4,250 over 3y, 0.1% of budgetTrustees of Deerfield Academy: $4,250 over 7y, 0.0% of budgetAmerican Heart Association Inc: $3,500 over 3y, 0.0% of budgetWounded Warrior Project Inc: $3,250 over 7y, 0.0% of budgetAmericares Foundation Inc: $3,000 over 1y, 0.0% of budgetAlexander Franklin Charitable Fdn: $2,500 over 8y, 5.4% of budgetRenbrook School Inc: $2,500 over 3y, 0.0% of budgetArthritis Foundation Inc: $2,000 over 1y, 0.0% of budgetColchester Baseball and Softball League Inc: $1,950 over 5y, 0.5% of budgetFriends of the Israel Defense Forces: $1,000 over 1y, 0.0% of budgetChristopher Coffland Memorial Fund Inc: $1,000 over 1y, 0.1% of budgetFoodshare Inc: $1,000 over 1y, 0.0% of budgetProject Sunshine Inc: $1,000 over 1y, 0.0% of budgetAmerican Friends of Magen David Adom: $1,000 over 1y, 0.0% of budgetGoodspeed Opera House Foundation Inc: $1,000 over 3y, 0.0% of budgetPan-Massachusetts Challenge Inc: $900 over 5y, 0.0% of budgetColchester Hayward Volunteer Fire Company: $500 over 1y, 0.5% of budgetNational Eating Disorders Association: $500 over 1y, 0.0% of budgetConnecticut Public Broadcasting Inc: $500 over 1y, 0.0% of budgetConnecticut Brain Tumor Alliance Inc: $500 over 1y, 0.3% of budgetHillel of Broward and Palm Beach Inc: $360 over 1y, 0.0% of budgetWorcester Academy: $350 over 2y, 0.0% of budgetMarc Lustgarten Pancreatic Cancer Foundation: $250 over 1y, 0.0% of budgetGoodwin Foundation Inc: $250 over 1y, 0.0% of budgetPro Bono Partnership Inc: $200 over 1y, 0.0% of budgetWhitney Museum of American Art: $125 over 1y, 0.0% of budgetOSHER LIFELONG LEARNING INSTITUTE at GEORGE MASON UNIVERSITY: $100 over 1y, 0.0% of budgetAnti-Defamation League: $100 over 1y, 0.0% of budgetCragin Memorial Library: $100 over 1y, 0.7% of budgetHartford Stage Company Inc: $100 over 1y, 0.0% of budgetThe United States Holocaust Memorial Museum: $100 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 44.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Sandra & Arnold Chase Family Foundation IncCT24.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sandra & Arnold Chase Family Foundation Inc · Aetna Foundation Inc · Hartford Foundation for Public Giving · Cheryl Chase & Stuart Bear Family Foundation Inc · The Zachs Family Foundation Inc · Burton & Phyllis Hoffman Foundation Inc · Liberty Bank Foundation Inc · Combined Jewish Philanthropies of Greater Boston Inc · Edgemer Foundation Inc · Andrew J & Joyce D Mandell Family Foundation Inc · The Robert & Margaret Patricelli Family Foundation · The William and Alice Mortensen Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Carla and Stephen Schwartz Family Foundation Inc with peer funders

About The Carla and Stephen Schwartz Family Foundation Inc

How much does The Carla and Stephen Schwartz Family Foundation Inc give?
The Carla and Stephen Schwartz Family Foundation Inc reported 27 grants totaling $89,270 in its FY2025 IRS filing. It funded between 23 and 30 organizations a year over FY2018 to FY2024.
What does The Carla and Stephen Schwartz Family Foundation Inc fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (24%), Religion (12%), Civil Rights (11%).
Who are The Carla and Stephen Schwartz Family Foundation Inc's largest grantees?
By total granted over FY2017 to FY2025: The Nagen Project Inc ($66k), The University of Connecticut Foundation Inc ($61k), Miss Porter's School Inc ($50k).
Does The Carla and Stephen Schwartz Family Foundation Inc fund new organizations?
In FY2024, 30% of the organizations it funded were first-time grantees.
Does The Carla and Stephen Schwartz Family Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Carla and Stephen Schwartz Family Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Sandra & Arnold Chase Family Foundation Inc, Aetna Foundation Inc, Hartford Foundation for Public Giving.
Where is The Carla and Stephen Schwartz Family Foundation Inc based?
The Carla and Stephen Schwartz Family Foundation Inc is based in CT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 106 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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