Edward J Schwartz Perpetual Ed Tr
Edward J Schwartz Perpetual Ed Tr is a private foundation, based in Ottumwa, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $775K in total assets. In 2025, it awarded 4 grants totaling $35K. Net investment income was $37K.
Edward J Schwartz Perpetual Ed Tr at a glance
In short: Edward J Schwartz Perpetual Ed Tr gave $35K across 4 grants in 2025 (avg $9K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,395
- +2.5% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $8,849
- +28.2% vs 2024
- Median grant
- $4,500
- Total assets
- $774,645
- +3.7% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Edward J Schwartz Perpetual Ed Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of Northern Iowa ($6K). Together the top 3 received $11K.
Organizations only. It also paid 1 individual scholarship ($24,895), which are not listed by name.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Edward J Schwartz Perpetual Ed Tr gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 96% 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 $32K (2020) to $35K (2025). In 2025 it made 4 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $24,895 |
| University of Northern Iowa Cedar Falls, IA | Scholarships | $6,000 |
| University of Iowa Iowa City, IA | Scholarships | $3,000 |
| Iowa State University Ames, IA | Scholarships | $1,500 |
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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 | $774,645 | $69,954 | $42,503 | $35,395 | 4 | $35,395 | $37,187 | $36,958 |
| 2024 | $747,192 | $80,150 | $41,678 | $34,522 | 5 | $34,522 | $30,620 | $35,395 |
| 2023 | $716,640 | $23,101 | $34,439 | $32,993 | 4 | $32,993 | $25,073 | $33,772 |
| 2022 | $727,978 | $98,146 | $44,143 | $32,630 | 5 | $32,630 | $46,255 | $32,993 |
| 2021 | $673,970 | $30,558 | $40,710 | $33,664 | 5 | — | $25,096 | $33,094 |
| 2020 | $684,121 | $37,649 | $44,056 | $32,123 | 3 | — | $18,684 | $33,664 |
Under IRS private-foundation payout rules, Edward J Schwartz Perpetual Ed Tr reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edward J Schwartz Perpetual Ed Tr's only listed officer is S Ottumwa SAV Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
S Ottumwa SAV Bank
Trustee
On filings since 2020
$6K (2020) → $6K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to S Ottumwa Sav Bank (Trustee).
Frequently asked questions about Edward J Schwartz Perpetual Ed Tr
How much does Edward J Schwartz Perpetual Ed Tr give each year?
Edward J Schwartz Perpetual Ed Tr gave $35K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 5 grants.
What is Edward J Schwartz Perpetual Ed Tr's typical grant size?
Edward J Schwartz Perpetual Ed Tr's median grant in 2025 was $4,500, and its average grant was $8,849, across 4 grants on its 2025 IRS Form 990-PF.
Where does Edward J Schwartz Perpetual Ed Tr give grants?
Edward J Schwartz Perpetual Ed Tr gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Edward J Schwartz Perpetual Ed Tr give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Edward J Schwartz Perpetual Ed Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
How large is Edward J Schwartz Perpetual Ed Tr?
Edward J Schwartz Perpetual Ed Tr reported $775K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $37K (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 Edward J Schwartz Perpetual Ed Tr's EIN?
Edward J Schwartz Perpetual Ed Tr's EIN (Employer Identification Number) is 42-6476116. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 23, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 22, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 28, 2025)
- IRS filings on file for fiscal years 2020–2025
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