Edward J Schwartz Perpetual Ed Tr

OTTUMWA, IA EIN: 42-6476116

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

Annual Giving

$35K

+2.5% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$9K

+28.2% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212022202320242025
Metric202520242023
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$35K3 grants20205 grants20215 grants20224 grants20235 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

INDIAN HILLS COMMUNITY C…$25KUNIVERSITY OF NORTHERN I…$6KUNIVERSITY OF IOWA$3KIOWA STATE UNIVERSITY$2K

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Edward J Schwartz Perpetual Ed Tr fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AMESCEDAR FALLSDAVENPORTIOWA CITYOTTUMWA

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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