2026-05-19T12:19:47-05:00 2025-12-31 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2025-01-01 223148993 THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC CARL 8605373451 75 MILL STREET COLCHESTER CT 06415 STEPHEN SCHWARTZ SECRETARY 8605373451 2026-05-14 1 ANGEL LI P00724815 9592007000 2026-05-14 2025 2025-03-06 01:10:19Z X 479970 X X 10007 10007 61048 125311 61048 71055 71055 0 0 0 2700 1350 1350 7432 0 24 10132 1350 1374 89270 89270 99402 1350 90644 -28347 69705 44854 48154 48154 309669 280722 430816 1000 1000 1000 355523 329876 479970 11674 14374 11674 14374 X 0 0 343849 315502 0 0 343849 315502 355523 329876 343849 -28347 0 315502 0 315502 WINDSOR II FUND ADM P 2025-06-02 30000 24610 5390 5390 WINDSOR II FUND ADM P 2025-09-25 40000 30108 9892 9892 BALANCED INDEX FUND ADM P 2025-06-02 30000 9545 20455 20455 CAPITAL GAINS DIVIDENDS P 25311 25311 25311 61048 969 0 969 0 969 11 0 0 0 11 40 998 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 448354 38844 0 487198 0 0 487198 7308 479890 23995 23995 969 969 23026 0 23026 0 23026 90644 0 90644 23026 0 0 41414 60302 40129 38387 65390 245622 90644 0 0 0 23026 67618 0 0 313240 0 0 0 0 0 0 41414 271826 60302 40129 38387 65390 67618 X ALEXANDER FRANKLIN CHARITABLE FOUNDATION 37 CROSSWOOD RD FARMINGTON CT 06032 PC CHARITY 250 AMERICAN HEART ASSOCIATION 7272 GREENVILEE AVE DALLAS TX 75231 PC CHARITY 500 BACON ACADEMY PO BOX 393 COLCHESTER CT 06415 PC CHARITY 7500 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 PC CHARITY 5000 CHABAD EAST OF THE RIVER 25 HARRIS STREET GLASTONBURY CT 06033 PC CHARITY 12500 CHABAD HOUSE OF GREATER HARTFORD 2352 ALBANY AVE WEST HARTFORD CT 06117 PC CHARITY 5500 COLCHESTER CARES PO BOX 198 ORRICK MO 64077 PC CHARITY 1000 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 2000 CONGREGATION AHAVATH ACHIM 84 LEBANON AVE COLCHESTER CT 06415 PC CHARITY 6428 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 PC CHARITY 1000 FARMINGTON CHABAD 304 MAIN STREET SUITE E613 FARMINGTON CT 06032 PC CHARITY 500 HOSPICEOF SE CONNECTICUT 100 DOUBLE BEACH ROAD BRANFORD CT 06405 PC CHARITY 1000 INTERVAL HOUSE PO BOX 340207 HARTFORD CT 06134 PC CHARITY 2500 JAFCO 234 S BRYN MAWR AVE 100 BRYN MAWR PA 19010 PC CHARITY 1500 JEWISH COMMUNITY FOUNDATION 333 BLOOMFIELD AVENUE SUITE D WEST HARTFORD CT 06117 PC CHARITY 500 JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE - SUITE C WEST HARTFORD CT 06117 PC CHARITY 4500 MANDELL JCC 335 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC CHARITY 1092 MARTIN HOUSE INC 401 WEST THAMES STREET BUILDING 700 NORWHICH CT 06360 PC CHARITY 500 PMC - JIMMY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 PC CHARITY 150 SECURITY COMMUNITY NETWORK 540 N DEARBORN ST CHICAGO IL 60610 PC CHARITY 2500 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 15000 THE PAP CORPS 1191 E NEWPORT CENTER DR STE 107 DEERFIELD BEACH FL 33442 PC CHARITY 250 UNITED STATES MEDICAL ASSOCIATION NOKOMIS AVE S VENICE FL 34285 PC CHARITY 100 WADSWORTH ANTHENEUM 600 MAIN STREET HARTFORD CT 06103 PC CHARITY 16000 WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC CHARITY 500 89270 0 14 10007 18 61048 0 71055 0 71055 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-BALANCED INDEX AT COST 114069 224992 VANGUARD-WINDSOR II AT COST 166653 205824 OTHER RECEIVABLE 1000 1000 1000 BANK FEES 24 0 24 OTHER COSTS 7408 0 0 TAXES PAYABLE 2074 2074 DUE TO RELATED PARTY 9600 12300