The Newburger Schwartz Family Foundation
The Newburger Schwartz Family Foundation is a private foundation, based in Bethesda, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it awarded 6 grants totaling $125K. Net investment income was $1.0M.
The Newburger Schwartz Family Foundation at a glance
In short: The Newburger Schwartz Family Foundation gave $125K across 6 grants in 2025 (avg $21K), top state District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,000
- -47.2% vs 2024
- Grants made (2025)
- 6
- -57.1% vs 2024
- Average grant
- $20,833
- +23.3% vs 2024
- Median grant
- $15,000
- Total assets
- $4,275,149
- +25.7% vs 2024
- Primary geography
- District of Columbia (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Newburger Schwartz Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Georgetown University ($50K). Together the top 6 received $125K.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 65 grants of 67 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How The Newburger Schwartz Family Foundation gives
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $125K (2025) to $250K (2022). In 2025 it made 6 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgetown University Washington, DC | General Operating Support | $50,000 |
| George Washington Foundation Fredericksburg, VA | General Operating Support | $25,000 |
| Smithsonian Environmental Research Center Edgewater, MD | General Operating Support | $20,000 |
| Caring Matters Gaithersburg, MD | General Operating Support | $10,000 |
| Stand with US Los Angeles, CA | General Operating Support | $10,000 |
| The Civic Circle Silver Spring, MD | General Operating Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,275,149 | $1,039,852 | $165,334 | $125,000 | 6 | $130,755 | $1,009,732 | $191,332 |
| 2024 | $3,400,631 | $190,626 | $299,371 | $236,610 | 14 | $239,492 | $132,493 | $208,412 |
| 2023 | $3,509,376 | $99,148 | $273,160 | $225,000 | 16 | $232,375 | $85,136 | $200,074 |
| 2022 | $3,683,388 | $-11,880 | $301,843 | $250,000 | 18 | $254,430 | $21,098 | $213,728 |
| 2021 | $4,002,342 | $231,247 | $254,958 | $207,388 | 13 | $212,593 | $188,933 | $243,998 |
| 2020 | $4,025,910 | $382,217 | $246,157 | $210,020 | 12 | — | $347,944 | $211,818 |
Under IRS private-foundation payout rules, The Newburger Schwartz Family Foundation reported a distributable amount of $191K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Newburger Schwartz Family Foundation is led by Mark J. Newburger, President on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mark J. Newburger
President
New on the 2025 filing
1 hr/week
No compensation reported
Eric C. Newburger
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Lori N. Marks
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Beth Newburger Schwartz (2020–2024) — President
- Former: Lori Newburger Schwartz (2020–2024) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Newburger Schwartz Family Foundation
How much does The Newburger Schwartz Family Foundation give each year?
The Newburger Schwartz Family Foundation gave $125K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $237K across 14 grants.
What is The Newburger Schwartz Family Foundation's typical grant size?
The Newburger Schwartz Family Foundation's median grant in 2025 was $15,000, and its average grant was $20,833, across 6 grants on its 2025 IRS Form 990-PF.
Where does The Newburger Schwartz Family Foundation give grants?
The Newburger Schwartz Family Foundation's top state is District of Columbia, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (32%) and Virginia (20%).
Does The Newburger Schwartz Family Foundation give general operating support?
Yes: 100% of The Newburger Schwartz Family Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Newburger Schwartz Family Foundation's largest grantees?
The Newburger Schwartz Family Foundation's largest 2025 grantees include Georgetown University ($50,000), George Washington Foundation ($25,000) and Smithsonian Environmental Research Center ($20,000), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is The Newburger Schwartz Family Foundation?
The Newburger Schwartz Family Foundation reported $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $131K in qualifying distributions that year, against a required minimum of $191K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Newburger Schwartz Family Foundation's EIN?
The Newburger Schwartz Family Foundation's EIN (Employer Identification Number) is 20-3974374. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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