Private Foundation

EDWARD J SCHWARTZ PERPETUAL ED TR C/O SOUTH OTTUMWA SAVINGS BANK

EDWARD J SCHWARTZ PERPETUAL ED TR C/O SOUTH OTTUMWA SAVINGS BANK is a private foundation categorized as Private Foundation based in OTTUMWA, IA. Its most recent IRS filing (2025) reports revenue of $70K, expenses of $43K, total assets of $775K. Imperigo tracks 32 reported grants from this foundation totaling approximately $251K.

EIN: 426476116 OTTUMWA, IA Latest filing: 2025

Total Revenue$70K

Total Expenses$43K

Total Assets$775K

Grants Given32

Grant Total$251K

Filing Years2021–2025

Sample Grants Given

INDIAN HILLS COMMUNITY COLLEGE

OTTUMWA, IA · 2024

SCHOLARSHIPS

$24,895

UNIVERSITY OF NORTHERN IOWA

CEDAR FALLS, IA · 2024

SCHOLARSHIPS

$6,000

UNIVERSITY OF IOWA

IOWA CITY, IA · 2024

SCHOLARSHIPS

$3,000

IOWA STATE UNIVERSITY

AMES, IA · 2024

SCHOLARSHIPS

$1,500

INDIAN HILLS COMMUNITY COLLEGE

OTTUMWA, IA · 2023

SCHOLARSHIPS

$21,772

Showing up to 5 of 32 total records — full history available with membership.

Officers & Directors

TRUSTEE S Ottumwa Sav Bank

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$240,572 29 grants

SCHOLARSHIP

$10,184 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$70K	$43K	$775K
2024	$80K	$42K	$747K
2023	$23K	$34K	$717K
2022	$98K	$44K	$728K
2021	$31K	$41K	$674K

Between 2021 and 2025, reported annual revenue grew from $31K to $70K (+129%), with total assets most recently reported at $775K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IA.

Full geographic grant map with state-by-state breakdown available with membership.

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