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Also known as: C/O SOUTH OTTUMWA SAVINGS BANK
Edward J Schwartz Perpetual Educational Trust Fund is a private corporation based in OTTUMWA, IA. The foundation received its IRS ruling in 1992. The principal officer is % South Ottumwa Savings Bank Ttee. It holds total assets of $775K. Annual income is reported at $266K. SCHOLARSHIPS AWARDED UNDER TRUST GUIDELINES. According to available records, Edward J Schwartz Perpetual Educational Trust Fund has made 23 grants totaling $167K, with a median grant of $5K. The foundation has distributed between $33K and $66K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $66K distributed across 8 grants. Individual grants have ranged from $1K to $22K, with an average award of $7K. The foundation has supported 5 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
SCHOLARSHIPS AWARDED UNDER TRUST GUIDELINES
Expenses: $34K
SCHOLARSHIPS AWARDED UNDER TRUST GUIDELINES. Based on available records, the foundation has funded 23 grants. Its grantmaking reaches organizations primarily in IA.
Edward J Schwartz Perpetual Educational Trust Fund has distributed a total of $167K across 23 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from $1K to $22K.
Edward J Schwartz Perpetual Educational Trust Fund typically selects its grantees rather than accepting unsolicited proposals.
Edward J Schwartz Perpetual Educational Trust Fund is headquartered in OTTUMWA, IA.
Total Giving
$42K
Total Assets
$747K
Fair Market Value
$693K
Net Worth
$747K
Grants Paid
$35K
Contributions
$0
Net Investment Income
$31K
Distribution Amount
$35K
Total Grants
23
Total Giving
$167K
Average Grant
$7K
Median Grant
$5K
Unique Recipients
5
Most Common Grant
$5K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Indian Hills Community CollegeSCHOLARSHIPS | Ottumwa, IA | $22K | 2024 |
| University Of Northern IowaSCHOLARSHIPS | Cedar Falls, IA | $5K | 2024 |
| University Of IowaSCHOLARSHIPS | Iowa City, IA | $5K | 2024 |
| Iowa State UniversitySCHOLARSHIPS | Ames, IA | $2K | 2024 |
| St Ambrose UniversitySCHOLARSHIP | Davenport, IA | $2K | 2024 |
| 2019 | 990PF | View |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
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