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 2026. As of 2026, the organization holds $764K in total assets. In 2026, it awarded 4 grants totaling $37K. Net investment income was $38K.
Edward J Schwartz Perpetual Ed Tr at a glance
In short: Edward J Schwartz Perpetual Ed Tr gave $37K across 4 grants in 2026 (avg $9K), mostly in Iowa. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $36,958
- +4.4% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $9,240
- +4.4% vs 2025
- Median grant
- $4,875
- Total assets
- $763,851
- -1.4% vs 2025
- Primary geography
- Iowa (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Edward J Schwartz Perpetual Ed Tr funds
How this funder distributes its grants
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 22 grants of 22 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Edward J Schwartz Perpetual Ed Tr gives
- Giving held roughly steady from 2023 to 2026 (+12%). Method
- In 2026 it paid out 99% 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 2026, annual grant giving ranged from $32K (2020) to $37K (2026). In 2026 it made 4 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 4 individual scholarships Recipients not named | — | $36,958 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $763,851 | $35,129 | $45,388 | $36,958 | 4 | $36,958 | $38,369 | $37,352 |
| 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 2026 — 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 (uncompensated).
Officers on the 2026 filing
S Ottumwa SAV Bank
Trustee
On filings since 2020
$6K (2020) → $0 (2026)
Data from IRS Form 990 filings, 2020–2026. "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 $37K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $35K across 4 grants.
What is Edward J Schwartz Perpetual Ed Tr's typical grant size?
Edward J Schwartz Perpetual Ed Tr's median grant in 2026 was $4,875, and its average grant was $9,240, across 4 grants on its 2026 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 2026 IRS Form 990-PF went to recipients there.
Does Edward J Schwartz Perpetual Ed Tr give general operating support?
Not in 2026: none of the 4 grants with a stated purpose on Edward J Schwartz Perpetual Ed Tr's 2026 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 $764K in total assets on its 2026 IRS Form 990-PF. It paid out $37K 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 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 9, 2026)
- 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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