EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND

EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND · GetFunded

Financials

Giving

$35.4K

FY2025 · qualifying distributions

Total assets

$775K

FY2025 · end of year

Revenue

$70K

FY2025

Expenses

$42.5K

FY2025

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$69,954	$42,503	$35,395	$774,645

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

36 on file

Recipient	Purpose	Amount	Year	Source
INDIAN HILLS COMMUNITY COLLEGEOTTUMWA, IA	SCHOLARSHIPS	$26,873	2020

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.

Officers and directors

Name	Title	Hours / week	Compensation
S OTTUMWA SAV BANK	TRUSTEE	0.00	$5,898

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND

Can I apply?

What its returns show

EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND

Can I apply?

What its returns show

Financials

Grants paid

Officers and directors