2024-11-14T14:54:15-06:00 2023-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2023-01-01 223148993 THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC CARL 8605373451 75 MILL STREET COLCHESTER CT 06415 STEPHEN SCHWARTZ SECRETARY 8605373451 2024-10-25 1 0 ANGEL LI P00724815 9592007000 2024-10-15 2023 2024-10-15 13:58:12Z X 538467 X X 11785 11785 38491 52447 38491 50276 50276 0 0 0 2700 1350 1350 5024 0 24 7724 1350 1374 61813 61813 69537 1350 63187 -19261 48926 56915 30078 30078 349751 360027 507389 1000 1000 1000 407666 391105 538467 6274 8974 6274 8974 X 0 0 401392 382131 0 0 401392 382131 407666 391105 401392 -19261 0 382131 0 382131 BALANCED INDEX FUND ADM P 2023-07-19 40000 13956 26044 26044 CAPITAL GAINS DIVIDENDS P 12447 12447 12447 38491 680 0 680 0 680 1501 0 0 0 1501 0 821 821 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A STEPHEN L SCHWARTZ 8605373451 75 MILL STREET COLCHESTER CT 06415 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARLA R SCHWARTZ 7336 SARIMENTO PLACE DELRAY BEACH FL 33446 PRESIDENT 10.00 0 0 0 STEPHEN L SCHWARTZ 7336 SARIMENTO PLACE DELRAY BEACH FL 33446 SECRETARY 5.00 0 0 0 HY SCHWARTZ 52 OLD STONE CROSSING WEST HARTFORD CT 06117 DIRECTOR 2.00 0 0 0 ADAM SCHWARTZ 346 FERN STREET WEST HARTFORD CT 06119 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 483401 33961 0 517362 0 0 517362 7760 509602 25480 25480 680 680 24800 0 24800 0 24800 63187 0 63187 24800 0 0 50475 58185 41414 60302 40129 250505 63187 0 0 0 24800 38387 0 0 288892 0 0 0 0 0 0 50475 238417 58185 41414 60302 40129 38387 X ALEXANDER FRANKLIN CHARITABLE FOUNDATION 37 CROSSWOOD RD FARMINGTON CT 06032 PC CHARITY 250 BERKSHIRE SCHOOL 245 N UNDERMOUNTAIN RD SHEFFIELD MA 01257 PC CHARITY 1000 BETH EL TEMPLE 2626 ALBANY AVE WEST HARTFORD CT 06117 PC CHARITY 360 BOYS AND GIRLS CLUB OF HARTFORD 170 SIGOURNEY ST HARTFORD CT 06105 PC CHARITY 4000 CHABAD EAST OF THE RIVER 25 HARRIS STREET GLASTONBURY CT 06033 PC CHARITY 3000 CHABAD HOUSE OF GREATER HARTFORD 2352 ALBANY AVE WEST HARTFORD CT 06117 PC CHARITY 4000 COLCHESTER BASEBALL AND SOFTBALL LEAGUE PO BOX 114 COLCHESTER CT 06415 PC CHARITY 375 COLCHESTER FOOD BANK 127 NORWICH AVENUE SUITE 205 COLCHESTER CT 06415 PC CHARITY 1250 COLCHESTER HAYWARD VOLUNTEER FIRE COMPANY 52 OLD HARTFORD RD COLCHESTER CT 06415 PC CHARITY 500 COLCHESTER IS KIND 127 NORWICH AVENUE SUITE 205 COLCHESTER CT 06415 PC CHARITY 1000 CONGREGATION AHAVATH ACHIM 84 LEBANON AVE COLCHESTER CT 06415 PC CHARITY 5728 CONGREGATION GATES OF HARTFORD 852 ASHMORE AVENUE SCHENECTADY NY 12309 PC CHARITY 1000 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 PC CHARITY 500 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 PC CHARITY 1000 GOODWIN FOUNDATION 1 RIVERSIDE DR EAST HARTFORD CT 06118 PC CHARITY 250 HOSPICE OF SE CT 227 DUNHAM STREET NORWICH CT 06360 PC CHARITY 500 INTERVAL HOUSE PO BOX 340207 HARTFORD CT 06134 PC CHARITY 1500 JAFCO 234 S BRYN MAWR AVE 100 BRYN MAWR PA 19010 PC CHARITY 2800 JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE - SUITE C BLOOMFIELD CT 06117 PC CHARITY 1000 MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 PC CHARITY 1000 MARTIN HOUSE INC 401 WEST THAMES STREET BUILDING 700 NORWHICH CT 06360 PC CHARITY 500 NATIONAL EATING DISORDERS ASSOCIATION 333 MAMARONECK AVENUE SUITE 214 WHITE PLAINS NY 10605 PC CHARITY 500 PMC - JIMMY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 PC CHARITY 250 RALES JEWISH FAMILY SERVICES 21300 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 PC CHARITY 1200 THE ARC 125 SACHEM STREET NORWICH CT 06360 PC CHARITY 500 THE NAGEN PROJECT 3020 NORTH MILITARY TRAIL SUITE 100 BOCA RATON FL 33431 PC CHARITY 12500 TOWN OF COLCHESTER 127 NORWICH AVENUE COLCHESTER CT 06415 PC CHARITY 500 UCSF HELEN DILLER CANCER CENTER PO BOS 45339 SAN FRANCISCO CA 94145 PC CHARITY 1000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PI SW WASHINGTON DC 20024 PC CHARITY 100 WADSWORTH ANTHENEUM 600 MAIN STREET HARTFORD CT 06103 PC CHARITY 13500 WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC CHARITY 250 61813 0 14 11785 18 38491 0 50276 0 50276 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 2700 1350 1350 FORM 990-PF PART VII-B, QUESTION 1A(2) STATEMENT REGARDING PART VII-B, QUESTION 1A(2):A SUBSTANTIAL CONTRIBUTOR HAS GIVEN A NON-INTEREST BEARING LOAN OF $6,900 TO THE FOUNDATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(2) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. VANGUARD-WINDSOR II AT COST 261484 308842 VANGUARD-BALANCED INDEX AT COST 98543 198547 OTHER RECEIVABLE 1000 1000 1000 BANK FEES 24 0 24 OTHER COSTS 5000 0 0 TAXES PAYABLE 2074 2074 DUE TO RELATED PARTY 4200 6900