Edward J Schwartz Perpetual Educational Tr Fund

Ottumwa, IA
Tax-exempt since June 1992
EIN: 42-6476116

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$70k (2025)

Expenses

$42.5k (2025)

Total Assets

$775k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2025

Revenue

$69,954

Expenses

$42,503

Net Income

$27,451

Net Assets

$774,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$802	1.1%
Dividends	$23,309	33.3%
Sales of Assets	$42,343	60.5%
Other Income	$3,500	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,395	83.3%
Compensation of Officers*	$5,898	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$774,645
Total Liabilities	$0
Net Assets	$774,645

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank S Ottumwa Sav Bank (Trustee)	$5,898	$0

990-PF

Filed on March 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2024

Revenue

$80,150

Expenses

$41,678

Net Income

$38,472

Net Assets

$747,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,015	1.3%
Dividends	$18,885	23.6%
Sales of Assets	$54,948	68.6%
Other Income	$5,302	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,522	82.8%
Compensation of Officers*	$5,532	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$747,192
Total Liabilities	$0
Net Assets	$747,192

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank S Ottumwa Sav Bank (Trustee)	$5,532	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2023

Revenue

$23,101

Expenses

$34,439

Net Income

-$11,338

Net Assets

$716,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$324	1.4%
Dividends	$14,244	61.7%
Sales of Assets	$3,438	14.9%
Other Income	$5,095	22.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,993	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$716,640
Total Liabilities	$0
Net Assets	$716,640

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank S Ottumwa Sav Bank (Trustee)	$0	$0

990-PF

Filed on May 22, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Feb.
2022

Revenue

$98,146

Expenses

$44,143

Net Income

$54,003

Net Assets

$727,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$15,481	15.8%
Sales of Assets	$69,639	71.0%
Other Income	$13,024	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,630	73.9%
Compensation of Officers*	$10,196	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,978
Total Liabilities	$0
Net Assets	$727,978

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank S Ottumwa Sav Bank (Trustee)	$10,196	$0

990-PF

Filed on April 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2021

Revenue

$30,558

Expenses

$40,710

Net Income

-$10,152

Net Assets

$673,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.2%
Dividends	$20,937	68.5%
Sales of Assets	$5,558	18.2%
Other Income	$4,000	13.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,664	82.7%
Compensation of Officers*	$6,030	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$673,970
Total Liabilities	$1
Net Assets	$673,969

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank S Ottumwa Sav Bank (Trustee)	$6,030	$0

990-PF

Filed on April 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2020

Revenue

$37,649

Expenses

$44,056

Net Income

-$6,407

Net Assets

$684,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$271	0.7%
Dividends	$15,849	42.1%
Sales of Assets	$19,529	51.9%
Other Income	$2,000	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,123	72.9%
Compensation of Officers*	$6,039	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$684,121
Total Liabilities	$1
Net Assets	$684,120

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$6,039	$0

990-PF

Filed on March 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2019

Revenue

$49,338

Expenses

$25,384

Net Income

$23,954

Net Assets

$690,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$233	0.5%
Dividends	$16,357	33.2%
Sales of Assets	$26,851	54.4%
Other Income	$5,897	12.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,691	69.7%
Compensation of Officers*	$6,091	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$690,528
Total Liabilities	$0
Net Assets	$690,528

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$6,091	$0

990-PF

Filed on May 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2018

Revenue

$31,953

Expenses

$39,479

Net Income

-$7,526

Net Assets

$667,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$185	0.6%
Dividends	$15,859	49.6%
Sales of Assets	$10,320	32.3%
Other Income	$5,589	17.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,738	80.4%
Compensation of Officers*	$5,869	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$667,170
Total Liabilities	$0
Net Assets	$667,170

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$5,869	$0

990-PF

Filed on March 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2017

Revenue

$13,426

Expenses

$41,178

Net Income

-$27,752

Net Assets

$674,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65	0.5%
Dividends	$13,447	> 100%
Sales of Assets	-$5,969
Other Income	$5,883	43.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,258	83.2%
Compensation of Officers*	$5,625	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$674,181
Total Liabilities	$0
Net Assets	$674,181

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$5,625	$0

990-PF

Filed on March 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2016

Revenue

$39,994

Expenses

$41,901

Net Income

-$1,907

Net Assets

$699,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$13,864	34.7%
Sales of Assets	$19,340	48.4%
Other Income	$6,783	17.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,287	81.8%
Compensation of Officers*	$6,302	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$699,645
Total Liabilities	$0
Net Assets	$699,645

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$6,302	$0

990-PF

Filed on March 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2015

Revenue

$43,994

Expenses

$44,911

Net Income

-$917

Net Assets

$700,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$529	1.2%
Dividends	$16,146	36.7%
Sales of Assets	$20,529	46.7%
Other Income	$6,790	15.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,727	79.6%
Compensation of Officers*	$6,814	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$700,940
Total Liabilities	$0
Net Assets	$700,940

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$6,814	$0

990-PF

Filed on March 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2014

Revenue

$22,917

Expenses

$48,763

Net Income

-$25,846

Net Assets

$701,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,322	14.5%
Dividends	$9,040	39.4%
Sales of Assets	$4,473	19.5%
Other Income	$6,082	26.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,233	68.2%
Compensation of Officers*	$6,185	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$701,858
Total Liabilities	$0
Net Assets	$701,858

Compensation

Key Employees and Officers	Compensation	Other
S Ottumwa Sav Bank (Trustee)	$6,185	$0

990-PF

Filed on April 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2013

Revenue

$129,785

Expenses

$42,689

Net Income

$87,096

Net Assets

$727,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,251	5.6%
Dividends	$9,593	7.4%
Sales of Assets	$106,302	81.9%
Other Income	$6,639	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,195	82.4%
Compensation of Officers*	$6,136	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,701
Total Liabilities	$1
Net Assets	$727,700

990-PF

Filed on Oct. 18, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2012

Revenue

$22,469

Expenses

$42,219

Net Income

-$19,750

Net Assets

$640,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,064	35.9%
Dividends	$7,791	34.7%
Sales of Assets	$0
Other Income	$6,614	29.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,110	83.2%
Compensation of Officers*	$6,122	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$640,603
Total Liabilities	$1
Net Assets	$640,602

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Edward J Schwartz Perpetual Educational Tr Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $70k (2025)

Expenses $42.5k (2025)

Total Assets $775k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$70k (2025)

Expenses

$42.5k (2025)

Total Assets

$775k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002