Private foundation (trust)EIN 426476116Est. 1992-06
EDWARD J SCHWARTZ PERPETUAL ED TR
OTTUMWA, IA 52501
Total Assets
$717K
FY 2024
Annual Giving
$35K
FY 2024
Grants Made
4
FY 2024
Avg Grant
$9K
FY 2024
Grant Range
$2K–$25K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$35KScholarships awarded under trust guidelines
Financial Snapshot
2024 filing
Total Revenue
$70K
Total Expenses
$43K
Qualifying Distributions
$35K
Distributable Amount
$37K
Min. Investment Return
$37K
Undistributed Income
$36K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
4 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
25 grants
Grant Size Distribution
25 grants
Geographic Focus
1 states
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