Nonprofit · EIN 42-6476116
EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $35,129 | $45,388 | -$10,259 | $763,851 | $0 | $763,851 |
| February 28, 2025 | 990-PF | $69,954 | $42,503 | $27,451 | $774,645 | $0 | $774,645 |
| February 29, 2024 | 990-PF | $80,150 | $41,678 | $38,472 | $747,192 | $0 | $747,192 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $22,953
- Interest
- $609
- Net gain from sales of assets
- $6,687
- Other income
- $4,880
Expenses
- Grants and similar amounts paid
- $36,958
- Disbursements for charitable purposes
- $36,958
- Excise tax on investment income
- $533
Balance sheet and other
- Total assets, start of year
- $774,645
- Total assets, end of year
- $763,851
- Total liabilities, end of year
- $0
- Net assets, end of year
- $763,851
- Fair market value of assets
- $742,850
- Qualifying distributions
- $36,958
- Net investment income
- $38,369
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S OTTUMWA SAV BANK S OTTUMWA SAV BANK 320 CHURCH STREET, OTTUMWA, IA 52501 | TRUSTEE | 0 | $0 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S OTTUMWA SAV BANK S OTTUMWA SAV BANK 320 CHURCH STREET, OTTUMWA, IA 52501 | TRUSTEE | 0 | $5,898 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S OTTUMWA SAV BANK S OTTUMWA SAV BANK 320 CHURCH STREET, OTTUMWA, IA 52501 | TRUSTEE | 0 | $5,532 |
Address and contacts
- Address (IRS master file)
- PO BOX 516, OTTUMWA, IA 52501-0516
- In care of
- % SOUTH OTTUMWA SAVINGS BANK TTEE
- Signed the 990-PF
- S OTTUMWA SAV BANK, TRUSTEE
- Phone
- (641) 682-7541
- Return prepared by
- ANDERSON LARKIN & CO PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6476116
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $763,851
- Income (IRS master file)
- $148,894
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $35,129 | $45,388 | $763,851 | XML |
| 990-PF | February 2025 | $69,954 | $42,503 | $774,645 | XML |
| 990-PF | February 2024 | $80,150 | $41,678 | $747,192 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6476116).
Questions about EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND
- What is the EIN of EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND?
- The employer identification number (EIN) of EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND is 42-6476116.
- Is EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does EDWARD J SCHWARTZ PERPETUAL EDUCATIONAL TR FUND have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $35,129, expenses of $45,388 and total assets of $763,851 at year end.
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