2023-08-03T10:27:40-05:00 2022-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2022-01-01 223148993 THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC CARL 8605373451 75 MILL STREET COLCHESTER CT 06415 STEPHEN SCHWARTZ SECRETARY 8605373451 2023-07-27 1 STEPHEN SCHWARTZ 999009999 0 DANIEL DONOFRIO P00049719 9592007000 2023-07-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 517329 X X 8243 8243 33788 130331 33788 42031 42031 0 0 0 2700 1350 1350 2452 0 0 6111 0 24 11263 1350 1374 68481 68481 79744 1350 69855 -37713 40681 18959 56915 56915 422720 349751 459414 1000 1000 1000 442679 407666 517329 3574 6274 3574 6274 X 0 0 439105 401392 0 0 439105 401392 442679 407666 439105 -37713 0 401392 0 401392 WINDSOR II FUND ADM P 2022-01-13 75000 58131 16869 16869 WINDSOR II FUND ADM P 2022-10-17 40000 38412 1588 1588 CAPITAL GAINS DIVIDENDS P 15331 15331 15331 33788 565 0 565 0 565 2066 0 0 0 2066 0 1501 1501 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 561298 53752 0 615050 0 0 615050 9226 605824 30291 30291 565 565 29726 0 29726 0 29726 69855 0 69855 29726 0 0 38289 50475 58185 41414 60302 248665 69855 0 0 0 29726 40129 0 0 288794 0 0 0 0 0 0 38289 250505 50475 58185 41414 60302 40129 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 1500 BETH EL TEMPLE 2626 ALBANY AVE WEST HARTFORD CT 06117 PC CHARITY 100 CHABAD EAST OF THE RIVER 25 HARRIS STREET GLASTONBURY CT 06033 PC CHARITY 3500 CHABAD HOUSE OF GREATER HARTFORD 2352 ALBANY AVE WEST HARTFORD CT 06117 PC CHARITY 4220 CHABAD JEWISH CENTER 121 W 19TH ST NEW YORK NY 10011 PC CHARITY 2000 COLCHESTER BASEBALL AND SOFTBALL LEAGUE PO BOX 114 COLCHESTER CT 06415 PC CHARITY 450 COLCHESTER FOOD BANK 127 NORWICH AVENUE SUITE 205 COLCHESTER CT 06415 PC CHARITY 500 COLCHESTER IS KIND 127 NORWICH AVENUE SUITE 205 COLCHESTER CT 06415 PC CHARITY 1000 COMBAT HATE FOUNDATION PO BOX 957 MOUNDRIDGE KS 67107 PC CHARITY 5000 CONGREGATION AHAVATH ACHIM 84 LEBANON AVE COLCHESTER CT 06415 PC CHARITY 6388 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 PC CHARITY 500 FREEZIN' FOR A REASON 127 NORWICH AVENUE SUITE 205 COLCHESTER CT 06415 PC CHARITY 500 GOODSPEED OPERA HOUSE FOUNDATION 6 MAIN ST EAST HADDAM CT 06423 PC CHARITY 250 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 022419209 PC CHARITY 5000 HOSPICE OF SE CT 227 DUNHAM STREET NORWICH CT 06360 PC CHARITY 500 JAFCO 234 S BRYN MAWR AVE 100 BRYN MAWR PA 19010 PC CHARITY 2960 JEWISH FAMILY SERVICES 333 BLOOMFIELD AVENUE - SUITE A WEST HARTFORD CT 06117 PC CHARITY 100 JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE - SUITE C BLOOMFIELD CT 06117 PC CHARITY 600 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTRY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 PC CHARITY 1100 MANDELL JCC 355 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC CHARITY 1413 MARTIN HOUSE INC 401 WEST THAMES STREET BUILDING 700 NORWHICH CT 06360 PC CHARITY 500 REUT 21550 OXNARD ST SUITE 1000 WOODLAND HILLS CA 91367 PC CHARITY 3000 ST MARY'S UKRAINIAN CATHOLIC CHURCH 178 LINWOOD AVE COLCHESTER CT 06415 PC CHARITY 1000 THE ARC 125 SACHEM STREET NORWICH CT 06360 PC CHARITY 500 THE HARTFORD STAGE 50 CHURCH ST HARTFORD CT 06103 PC CHARITY 100 THE NAGEN PROJECT 3020 NORTH MILITARY TRAIL SUITE 100 BOCA RATON FL 33431 PC CHARITY 10000 TOPPERS 355 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC CHARITY 950 TOWN OF COLCHESTER 127 NORWICH AVENUE COLCHESTER CT 06415 PC CHARITY 1600 WADSWORTH ANTHENEUM 600 MAIN STREET HARTFORD CT 06103 PC CHARITY 12500 WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC CHARITY 500 68481 0 14 8243 18 33788 0 42031 0 42031 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 $4,200 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 246151 255095 VANGUARD-BALANCED INDEX AT COST 103600 204319 OTHER RECEIVABLE 1000 1000 1000 BANK FEES 24 0 24 OTHER COSTS 6087 0 0 TAXES PAYABLE 2074 2074 DUE TO RELATED PARTY 1500 4200 FEDERAL EXCISE TAX 2452 0 0