Nonprofit · EIN 20-3974374
THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION
Tax-exempt · BETHESDA, MD 20817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,039,852 | $165,334 | $874,518 | $4,275,149 | $0 | $4,275,149 |
| December 31, 2024 | 990-PF | $190,626 | $299,371 | -$108,745 | $3,400,631 | $0 | $3,400,631 |
| December 31, 2023 | 990-PF | $99,148 | $273,160 | -$174,012 | $3,509,376 | $0 | $3,509,376 |
| December 31, 2022 | 990-PF | -$11,880 | $301,843 | -$313,723 | $3,683,388 | $0 | $3,683,388 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $122,801
- Interest
- $81
- Net gain from sales of assets
- $909,707
- Other income
- $7,263
Expenses
- Grants and similar amounts paid
- $125,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $130,755
- Excise tax on investment income
- $14,035
Balance sheet and other
- Total assets, start of year
- $3,400,631
- Total assets, end of year
- $4,275,149
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,275,149
- Fair market value of assets
- $4,320,602
- Qualifying distributions
- $130,755
- Net investment income
- $1,039,852
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK J NEWBURGER 11104 POWDER HORN DRIVE, POTOMAC, MD 20854 | PRESIDENT | 1 | $0 |
| LORI N MARKS 6766 SURREYWOOD LANE, BETHESDA, MD 20817 | SECRETARY | 1 | $0 |
| ERIC C NEWBURGER 338 DODON ROAD, DAVIDSONVILLE, MD 21035 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH NEWBURGER SCHWARTZ 1401 NORTH OAK STREET, ARLINGTON, VA 22209 | PRESIDENT | 1 | $528 |
| ERIC C NEWBURGER 338 DODON ROAD, DAVIDSONVILLE, MD 21035 | TREASURER | 1 | $0 |
| LORI NEWBURGER SCHWARTZ PO BOX 879, NORTHAMPTON, MA 01061 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH NEWBURGER SCHWARTZ 1401 NORTH OAK STREET, ARLINGTON, VA 22209 | PRESIDENT | 1 | $0 |
| ERIC C NEWBURGER 338 DODON ROAD, DAVIDSONVILLE, MD 21035 | TREASURER | 1 | $0 |
| LORI NEWBURGER SCHWARTZ PO BOX 879, NORTHAMPTON, MA 01061 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH NEWBURGER SCHWARTZ 1401 NORTH OAK STREET, ARLINGTON, VA 22209 | PRESIDENT | 1 | $0 |
| ERIC C NEWBURGER 338 DODON ROAD, DAVIDSONVILLE, MD 21035 | TREASURER | 1 | $0 |
| LORI NEWBURGER SCHWARTZ PO BOX 879, NORTHAMPTON, MA 01061 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6766 SURREYWOOD LN, BETHESDA, MD 20817-1551
- In care of
- % BETH NEWBURGER
- Signed the 990-PF
- LORI N MARKS, SECRETARY
- Phone
- (301) 706-9669
- Return prepared by
- APRIO ADVISORY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3974374
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,275,149
- Income (IRS master file)
- $4,290,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,039,852 | $165,334 | $4,275,149 | IRS |
| 990-PF | December 2024 | $190,626 | $299,371 | $3,400,631 | IRS |
| 990-PF | December 2023 | $99,148 | $273,160 | $3,509,376 | XML |
| 990-PF | December 2022 | -$11,880 | $301,843 | $3,683,388 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3974374).
Questions about THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION
- What is the EIN of THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION is 20-3974374.
- Is THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE NEWBURGER-SCHWARTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,039,852, expenses of $165,334 and total assets of $4,275,149 at year end.
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