The Newburger Schwartz Family Foundation
The Newburger Schwartz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARLINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 14 grants totaling $237K. Net investment income was $132K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
-3.1% YoY
Annual Giving
$237K
+5.2% YoY
Grant Count
14
-12.5% YoY
Avg Grant Size
$17K
+20.2% YoY
Under IRS private-foundation payout rules, The Newburger Schwartz Family Foundation reported a distributable amount of $208K for 2024 — the minimum it must pay out in qualifying distributions.
About The Newburger Schwartz Family Foundation
Based on IRS filings
The Newburger Schwartz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARLINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 14 grants totaling $237K. Net investment income was $132K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,400,631 | $3,509,376 | $3,683,388 |
| Revenue | $190,626 | $99,148 | $-11,880 |
| Expenses | $299,371 | $273,160 | $301,843 |
| Qualifying Distributions | $239,492 | $232,375 | $254,430 |
| Net Investment Income | $132,493 | $85,136 | $21,098 |
| Distributable Amount | $208,412 | $200,074 | $213,728 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Georgetown University ($50,000), George Washington Foundation ($25,000), Smithsonian Environmental Research Center ($21,610).
| Recipient | Purpose | Amount |
|---|---|---|
| ARENA STAGE WASHIGTON, DC | GENERAL OPERATING SUPPORT | $20,000 |
| BARD COLLEGE AT SIMMONS ROCK GREAT BARRINGTON, MA | GENERAL OPERATING SUPPORT | $20,000 |
| CARING MATTERS GAITHERSBURG, MD | GENERAL OPERATING SUPPORT | $10,000 |
| CROW'S NEST RESEARCH CENTER MCLEAN, VA | GENERAL OPERATING SUPPORT | $15,000 |
| FAIRFAX COURT APPOINTED SPECIAL ADVOCATES FAIRFAX, VA | GENERAL OPERATING SUPPORT | $5,000 |
| GEORGE WASHINGTON FOUNDATION FREDERICKSBURG, VA | GENERAL OPERATING SUPPORT | $25,000 |
| GEORGETOWN UNIVERSITY WASHINGTON, DC | GENERAL OPERATING SUPPORT | $50,000 |
| HILLWOOD ESTATE MUSEUM WASHINGTON, DC | GENERAL OPERATING SUPPORT | $10,000 |
| LIFE LEARNING ACADEMY SAN FRANCISCO, CA | GENERAL OPERATING SUPPORT | $20,000 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS WASHINGTON, DC | GENERAL OPERATING SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BETH NEWBURGER SCHWARTZ | PRESIDENT | 1 | $528 |
| ERIC C NEWBURGER | TREASURER | 1 | — |
| LORI NEWBURGER SCHWARTZ | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Newburger Schwartz Family Foundation?
The Newburger Schwartz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARLINGTON, VA. It holds $3.4M in total assets as of 2024.
How large is The Newburger Schwartz Family Foundation?
As of 2024, The Newburger Schwartz Family Foundation holds $3.4M in total assets with $191K in annual revenue. It awarded 14 grants totaling $237K in 2024.
Where does The Newburger Schwartz Family Foundation operate?
The Newburger Schwartz Family Foundation has awarded grants in Arizona, California, District of Columbia, Massachusetts, Maryland, New Jersey, New York, Virginia.
What size grants does The Newburger Schwartz Family Foundation award?
In 2024, The Newburger Schwartz Family Foundation awarded 14 grants totaling $237K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is The Newburger Schwartz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Newburger Schwartz Family Foundation reported a distributable amount of $208K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Newburger Schwartz Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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