2024-09-06T08:51:25-05:00 2022-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2022-01-01 203974374 THE NEWBURGER SCHWARTZ FAMILY FOUNDATION NEWB 7033541500 1401 NORTH OAK STREET 902 ARLINGTON VA 22209 BETH W NEWBRGER PRESIDENT 7033541500 2024-08-13 1 0 ANGELA M CHANEY CPA P00051448 3012316200 2024-08-13 2022 2024-08-08 14:25:15Z X 3921109 X X 63511 63511 -75391 1407522 0 -11880 63511 0 0 0 8563 4281 4282 29513 29513 0 8341 3341 0 5426 5278 148 51843 42413 4430 250000 250000 301843 42413 254430 -313723 21098 481779 493575 493575 3135622 2794997 3027688 384941 394816 399846 4002342 3683388 3921109 0 0 X 0 0 0 0 4002342 3683388 4002342 3683388 4002342 3683388 4002342 -313723 0 3688619 5231 3683388 MORGAN STANLEY #4520 2020-12-31 2022-12-31 1406762 1482913 -76151 -76151 CAPITAL GAINS DIVIDENDS P 760 760 760 -75391 293 0 293 0 293 2744 0 0 0 2744 0 2451 2451 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A BETH W NEWBURGER 7033541500 1401 NORTH OAK STREET 902 ARLINGTON VA 22209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH NEWBURGER SCHWARTZ 1401 NORTH OAK STREET ARLINGTON VA 22209 PRESIDENT 1.00 0 0 0 ERIC C NEWBURGER 338 DODON ROAD DAVIDSONVILLE MD 21035 TREASURER 1.00 0 0 0 LORI NEWBURGER SCHWARTZ PO BOX 879 NORTHAMPTON MA 01061 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3418595 527162 399846 4345603 0 0 4345603 65184 4280419 214021 214021 293 293 213728 0 213728 0 213728 254430 0 254430 213728 228631 0 0 254430 228631 0 0 25799 0 0 0 0 0 0 0 0 187929 0 0 0 X ACCORD SCHOOL 74 ACCORD PARK DRIVE NORWELL MA 02061 PC GENERAL OPERATING SUPPORT 10000 AMERICANS FOR OXFORD 500 FIFTH AVE NEW YORK NY 10110 PC GENERAL OPERATING SUPPORT 10000 ARENA STAGE 1101 6TH STREET SW WASHIGTON DC 20024 PC GENERAL OPERATING SUPPORT 20000 CARING MATTERS 518 S FREDERICK AVE GAITHERSBURG MD 20877 PC GENERAL OPERATING SUPPORT 10000 CROW'S NEST RESEARCH CENTER 6349 GEORGETOWN PIKE MCLEAN VA 22101 PC GENERAL OPERATING SUPPORT 15000 GEORGE WASHINGTON FOUNDATION 1201 WASHINGTON AVE FREDERICKSBURG VA 22401 PC GENERAL OPERATING SUPPORT 25000 HILLWOOD ESTATE MUSEUM 4155 LINNEAN AVE NW WASHINGTON DC 20008 PC GENERAL OPERATING SUPPORT 10000 HOPE FOR HENRY 2300 WISCONSIN AVE NW WASHINGTON DC 20007 PC GENERAL OPERATING SUPPORT 9400 HOPE HOUSE FOUNDATION 801 BOUSH STREET NORFOLK VA 23510 PC GENERAL OPERATING SUPPORT 5000 ISRAEL EMERGENCY ALLIANCE 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PC GENERAL OPERATING SUPPORT 10000 LIFE LEARNING ACADEMY 651 8TH STREET SAN FRANCISCO CA 94130 PC GENERAL OPERATING SUPPORT 20000 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVE WASHINGTON DC 20005 PC GENERAL OPERATING SUPPORT 10000 NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVE NW WASHINGTON DC 20037 PC PRESIDENT LINCOLN'S COTTAGE 24500 ROOSEVELT INSTITUTE 570 LEXINGTON AVE NEW YORK NY 10022 PC GENERAL OPERATING SUPPORT 10000 SMITHSONIAN ENVIRONMENTAL RESEARCH CENTER 647 CONTEES WHARF ROAD EDGEWATER MD 21037 PC GENERAL OPERATING SUPPORT 40600 THE CIVIC CIRCLE 8720 GEORGIA AVE SILVER SPRING MD 20910 PC GENERAL OPERATING SUPPORT 5500 THURMAN BRISBEN HOMELESS SHELTER 471 CENTRAL ROAD FREDERICKSBURG VA 22401 PC GENERAL OPERATING SUPPORT 5000 UNIVERSITY OF ARIZONA FOUNDATION 1111 NORTH CHERRY AVE TUSCON AZ 85721 PC GENERAL OPERATING SUPPORT 10000 250000 0 14 63511 18 -75391 0 -11880 0 -11880 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 8563 4281 4282 MORGAN STANLEY #4520 - STOCKS & BONDS 2788520 3027383 MORGAN STANLEY #5962 - STOCKS & BONDS 6477 305 OLIVELLA - PRIVATE EQUITY AT COST 250000 250000 COUNTERPOINT VENTURES AT COST 144816 149846 PARTNERSHIP BOOK/TAX DIFFERENCE 5231 VA - ANNUAL REPORT 25 0 25 FROM PARTNERSHIP (LOSS) 3753 3753 0 INVESTMENT FEES 1402 1402 0 BANK CHARGES 246 123 123 INVESTMENT FEES 29513 29513 0 FEDERAL EXCISE TAX - 2021 5000 0 0 FOREIGN TAX WITHHELD 3341 3341 0