Edward J Schwartz Perpetual Ed Tr | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Edward J Schwartz Perpetual Ed Tr. Data shown is extracted from Form 990-PF filings.
EIN: 42-6476116
Foundation Overview
Based in Ottumwa, IA, Edward J Schwartz Perpetual Ed Tr has awarded 45 grants totaling $354,272 to organizations in Iowa. Individual grants range from $1,395 to $24,895, with a median award of $4,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 8 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
100% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Iowa City (24%), Ames (24%), Cedar Falls (22%).
Funding Trajectory
Stable funding levels with 3% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Edward J Schwartz Perpetual Ed Tr's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| University Of Iowa | $3,000 | Iowa City, IA, US | Scholarships | 2024 |
| University Of Northern Iowa | $6,000 | Cedar Falls, IA, US | Scholarships | 2024 |
| Indian Hills Community College | $24,895 | Ottumwa, IA, US | Scholarships | 2024 |
| Iowa State University | $1,500 | Ames, IA, US | Scholarships | 2024 |
| University Of Iowa | $3,000 | Iowa City, IA, US | Scholarships | 2024 |
| University Of Northern Iowa | $6,000 | Cedar Falls, IA, US | Scholarships | 2024 |
| Indian Hills Community College | $24,895 | Ottumwa, IA, US | Scholarships | 2024 |
| Iowa State University | $1,500 | Ames, IA, US | Scholarships | 2024 |
| University Of Iowa | $4,500 | Iowa City, IA, US | Scholarships | 2023 |
| University Of Northern Iowa | $4,500 | Cedar Falls, IA, US | Scholarships | 2023 |
| Indian Hills Community College | $21,772 | Ottumwa, IA, US | Scholarships | 2023 |
| Iowa State University | $2,250 | Ames, IA, US | Scholarships | 2023 |
| St Ambrose University | $1,500 | Davenport, IA, US | Scholarship | 2023 |
| University Of Iowa | $3,000 | Iowa City, IA, US | Scholarships | 2022 |
| University Of Northern Iowa | $4,500 | Cedar Falls, IA, US | Scholarships | 2022 |
| Indian Hills Community College | $16,493 | Ottumwa, IA, US | Scholarships | 2022 |
| Iowa State University | $9,000 | Ames, IA, US | Scholarships | 2022 |
| University Of Iowa | $3,000 | Iowa City, IA, US | Scholarships | 2022 |
| University Of Northern Iowa | $4,500 | Cedar Falls, IA, US | Scholarships | 2022 |
| Indian Hills Community College | $16,493 | Ottumwa, IA, US | Scholarships | 2022 |
| Iowa State University | $9,000 | Ames, IA, US | Scholarships | 2022 |
| University Of Iowa | $3,000 | Iowa City, IA, US | Scholarships | 2022 |
| University Of Northern Iowa | $4,500 | Cedar Falls, IA, US | Scholarships | 2022 |
| Indian Hills Community College | $16,493 | Ottumwa, IA, US | Scholarships | 2022 |
| Iowa State University | $9,000 | Ames, IA, US | Scholarships | 2022 |
| University Of Iowa | $8,368 | Iowa City, IA, US | Scholarships | 2021 |
| University Of Northern Iowa | $1,395 | Cedar Falls, IA, US | Scholarships | 2021 |
| Indian Hills Community College | $14,964 | Ottumwa, IA, US | Scholarships | 2021 |
| Iowa State University | $3,719 | Ames, IA, US | Scholarships | 2021 |
| St Ambrose University | $4,184 | Davenport, IA, US | Scholarship | 2021 |
| University Of Iowa | $4,500 | Iowa City, IA, US | Scholarships | 2020 |
| University Of Northern Iowa | $1,500 | Cedar Falls, IA, US | Scholarships | 2020 |
| Indian Hills Community College | $20,164 | Ottumwa, IA, US | Scholarships | 2020 |
| Iowa State University | $3,000 | Ames, IA, US | Scholarships | 2020 |
| St Ambrose University | $4,500 | Davenport, IA, US | Scholarship | 2020 |
| Iowa State University | $5,897 | Ames, IA, US | Scholarships | 2018 |
| University Of Iowa | $11,794 | Iowa City, IA, US | Scholarships | 2018 |
| Indian Hills Community Co | $14,970 | Ottumwa, IA, US | Scholarships | 2017 |
| Iowa State University | $4,192 | Ames, IA, US | Scholarships | 2017 |
| University Of Iowa | $8,384 | Iowa City, IA, US | Scholarships | 2017 |
| University Of Northern Io | $4,192 | Cedar Falls, IA, US | Scholarships | 2017 |
| Indian Hills Community Co | $15,628 | Ottumwa, IA, US | Scholarships | 2016 |
| Iowa State University | $7,354 | Ames, IA, US | Scholarships | 2016 |
| University Of Iowa | $8,334 | Iowa City, IA, US | Scholarships | 2016 |
| University Of Northern Io | $2,942 | Cedar Falls, IA, US | Scholarships | 2016 |
Foundations Similar to Edward J Schwartz Perpetual Ed Tr
Discover 5 foundations with comparable assets ($704,882-$732,698), similar grant patterns, and geographic focus in IA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Wallace E And Hazel C Loft Scholarship Trust
EIN: 47-6965500 | 105 grants awarded |
$719,834
(≈ Similar) |
$3,000
median grant |
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Same state |
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|
Nelson Family Charitable Foundation
EIN: 92-1253794 | 72 grants awarded |
$723,331
(≈ Similar) |
$2,400
median grant |
Elkhart, IA
Same state |
|
|
Clarence And Lilly Pickett Endowment
EIN: 42-1391997 | 41 grants awarded |
$707,275
(≈ Similar) |
$2,500
median grant |
Oskaloosa, IA
Same state |
|
|
Paxton Family Trust
EIN: 42-6567814 | 36 grants awarded |
$704,882
(≈ Similar) |
$4,850
median grant |
Storm Lake, IA
Same state |
|
|
Obrien Fitzpatrick Foundation
EIN: 81-4617301 | 71 grants awarded |
$732,698
(≈ Similar) |
$3,000
median grant |
Des Moines, IA
Same state |
|
Related Foundation Resources in IA:
Contact Information
Official contact details for Edward J Schwartz Perpetual Ed Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 42-6476116 |
| Website | N/A |
| Address | PO BOX 516 Ottumwa, IA 52501-0516 |
Key People (1)
Board members, trustees, and key staff who oversee Edward J Schwartz Perpetual Ed Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee |
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Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Edward J Schwartz Perpetual Ed Tr is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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