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Nonprofit · EIN 42-6277194

ERNIE P SCHWARTZ FOUNDATION

Tax-exempt · CEDAR RAPIDS, IA 52404

Financials

$15K$12K2023$20K$18K2024
Revenue Expenses · by fiscal year end
Financials of ERNIE P SCHWARTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$20,068$17,768$2,300$228,103$0$228,103
September 30, 2024990-PF$15,300$11,874$3,426$225,803$0$225,803
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$7,696
Interest
$200
Net gain from sales of assets
$12,172

Expenses

Grants and similar amounts paid
$14,000
Disbursements for charitable purposes
$16,342
Excise tax on investment income
$259

Balance sheet and other

Total assets, start of year
$225,803
Total assets, end of year
$228,103
Total liabilities, end of year
$0
Net assets, end of year
$228,103
Fair market value of assets
$292,306
Qualifying distributions
$16,342
Net investment income
$20,068

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANKIOWA
2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404
TRUST OFFICE0$0
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANKIOWA
2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404
TRUST OFFICE0$0

Address and contacts

Address (IRS master file)
2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404-7824
Signed the 990-PF
BANKIOWA, TRUST OFFICER
Phone
(877) 275-7034
Return prepared by
BGHN ASSOCIATES 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
42-6277194
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
1978
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$228,103
Income (IRS master file)
$96,163

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$20,068$17,768$228,103XML
990-PFSeptember 2024$15,300$11,874$225,803XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 42-6277194).

Questions about ERNIE P SCHWARTZ FOUNDATION

What is the EIN of ERNIE P SCHWARTZ FOUNDATION?
The employer identification number (EIN) of ERNIE P SCHWARTZ FOUNDATION is 42-6277194.
Is ERNIE P SCHWARTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to ERNIE P SCHWARTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ERNIE P SCHWARTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ERNIE P SCHWARTZ FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ERNIE P SCHWARTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of ERNIE P SCHWARTZ FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does ERNIE P SCHWARTZ FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $20,068, expenses of $17,768 and total assets of $228,103 at year end.

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