Civic Intelligence

Anna K Meredith Endowment Trust

EIN 42-1180480 • 501(c)3 • Des Moines, IA

Profile

Funding for edmundson art foundation

Refreshing map…

453 7th StreetDes Moines, IA 50309
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$182,308

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

$50M-$100M nonprofits • Source year 2022

Asset Growth

37th percentile

2.8%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

148%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$56,608,451

Up $1,546,999 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$56,608,451

Up $1,546,999 (+2.8%) from 2023

Operations
Liabilities / Revenue4th percentileNet Margin86th percentile

Revenue

Up

$3,928,215

Up $2,344,352 (+148%) from 2023

Expenses

Up

$2,381,216

Up $34,552 (+1.5%) from 2023

Net Income

Up

$1,546,999

Up $2,309,800 (+303%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $15,048,715Liabilities 2010: $0Net Assets 2010: $15,048,7152010Assets 2011: $15,367,561Liabilities 2011: $0Net Assets 2011: $15,367,5612011Assets 2012: $15,620,708Liabilities 2012: $0Net Assets 2012: $15,620,7082012Assets 2013: $18,683,393Liabilities 2013: $0Net Assets 2013: $18,683,3932013Assets 2014: $19,099,037Liabilities 2014: $0Net Assets 2014: $19,099,0372014Assets 2015: $19,054,279Liabilities 2015: $0Net Assets 2015: $19,054,2792015Assets 2016: $18,588,129Liabilities 2016: $0Net Assets 2016: $18,588,1292016Assets 2017: $19,207,255Liabilities 2017: $0Net Assets 2017: $19,207,2552017Assets 2018: $19,821,656Liabilities 2018: $0Net Assets 2018: $19,821,6562018Assets 2019: $20,457,409Liabilities 2019: $0Net Assets 2019: $20,457,4092019Assets 2020: $19,731,558Liabilities 2020: $0Net Assets 2020: $19,731,5582020Assets 2021: $55,269,901Liabilities 2021: $0Net Assets 2021: $55,269,9012021Assets 2022: $55,824,249Liabilities 2022: $0Net Assets 2022: $55,824,2492022Assets 2023: $55,061,452Liabilities 2023: $0Net Assets 2023: $55,061,4522023Assets 2024: $56,608,451Liabilities 2024: $0Net Assets 2024: $56,608,4512024

Highlighted filing

2024

Assets$56,608,451
Liabilities$0
Net Assets$56,608,451
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $1,050,4792010Expenses 2011: $1,171,3592011Expenses 2012: $1,404,2792012Revenue 2013: $4,390,705Expenses 2013: $1,328,020Net Income 2013: $3,062,6852013Revenue 2014: $1,887,020Expenses 2014: $1,471,376Net Income 2014: $415,6442014Revenue 2015: $1,988,477Expenses 2015: $2,033,235Net Income 2015: -$44,7582015Revenue 2016: $1,439,603Expenses 2016: $1,905,753Net Income 2016: -$466,1502016Revenue 2017: $2,477,452Expenses 2017: $1,858,326Net Income 2017: $619,1262017Revenue 2018: $2,689,716Expenses 2018: $2,075,315Net Income 2018: $614,4012018Revenue 2019: $2,691,252Expenses 2019: $2,055,499Net Income 2019: $635,7532019Revenue 2020: $1,232,783Expenses 2020: $1,958,634Net Income 2020: -$725,8512020Revenue 2021: $36,939,022Expenses 2021: $1,400,679Net Income 2021: $35,538,3432021Revenue 2022: $2,487,379Expenses 2022: $1,933,031Net Income 2022: $554,3482022Revenue 2023: $1,583,863Expenses 2023: $2,346,664Net Income 2023: -$762,8012023Revenue 2024: $3,928,215Expenses 2024: $2,381,216Net Income 2024: $1,546,9992024

Highlighted filing

2024

Revenue$3,928,215
Expenses$2,381,216
Net Income$1,546,999
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$56,608,451
Liabilities
$0
Net assets
$56,608,451
Revenue
$3,928,215
Expenses
$2,381,216
Net income
$1,546,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.6$0.00$56.6$3.93$2.38$1.55
2023Summary only. Only limited summary data is available for this year.$55.1$0.00$55.1$1.58$2.35$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$0.00$55.8$2.49$1.93$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$0.00$55.3$36.9$1.40$35.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.00$19.7$1.23$1.96$0.73
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.00$20.5$2.69$2.06$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.00$19.8$2.69$2.08$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$2.48$1.86$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$1.44$1.91$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$1.99$2.03$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$1.89$1.47$0.42
2013Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$4.39$1.33$3.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.00$15.6$1.40
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$1.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$13,940,350
Mission and Program Overview

Mission

Funding for edmundson art foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,274,224$52,226,250▲ $32,952,026
Savings and Temporary Cash Investments$35,995,677$3,597,999▼ $32,397,678
Total Assets$55,269,901$55,824,249▲ $554,348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$55,269,901$55,824,249▲ $554,348
Total Net Assets Fund Balance$55,269,901$55,824,249▲ $554,348
Total Liabilities and Net Assets / Fund Balance$55,269,901$55,824,249▲ $554,348
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleBaseTotal
Bankers TrustTrustee$182,308$182,308

Board Members and Trustees

NameTitle
Et Meredith IvPresident
Craig ShadurTrustee
Dianna M Meredith FrazierTrustee
James W Hubbell IiiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,487,379
Other Revenue
$0
Change in Net Assets
$554,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,616,099
Other Expenses$316,932
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,616,099--$1,616,099
Other Expenses-$182,308-$182,308
Fees for Services Other-$74,005-$74,005
Fees for Service Investment Mgmnt Fees-$54,751-$54,751
Fees for Services Accounting-$4,045-$4,045
Fees for Services Legal-$1,823-$1,823
Total Functional Expenses$1,616,099$316,932$0$1,933,031
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Edmundson Art Foundation IncDes Moines, IA501c3Advncmnt of the Arts$1,616,099
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Dianna m. Meredith frazier e.t. Meredith iv family relationship bankers trust business relationship”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is provided to the institutional trustee for review. After review, the return is filed with the internal revenue service. A copy is forwarded to the secretary for inclusion in the minutes.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy requires that there will be annual signed statements from each director affirming that they have received, read and understood the policy and agree to comply with it.”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Anna K Meredith Endowment Trust
EIN
42-1180480
Phone
8003621688
Address
453 7TH STREET, DES MOINES, IA 50309

Signing Officer

Name
Bankers Trust
Title
Trustee
Phone
5152452800
Signed
2023-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bankers Trust
Formed
1981
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Andersen Tax LLC
Address
666 GRAND AVE STE 2400, DES MOINES, IA 50309-2500
Preparer
Holly Larson
Phone
5152453737
Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDING FOR EDMUNDSON ART FOUNDATION
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0TRACY ABBAS
IRS990/BooksInCareOfDetail/PhoneNum08003621688
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0453 7TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050309
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01616099
IRS990/CYInvestmentIncomeAmt02487379
IRS990/CYOtherExpensesAmt0316932
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0554348
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01933031
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02487379
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ANNA K. MEREDITH DIED OCTOBER 4, 1981. UNDER THE TERMS OF HER WILL, 50,000 SHARES OF MEREDITH CORPORATION STOCK WERE DISTRIBUTED TO ANNA K. MEREDITH ENDOWMENT TRUST. ALL THE INCOME OF THE TRUST IS PAID TO THE EDMUNDSON ART FOUNDATION, INC. OF DES MOINES, IOWA, AN ORGANIZATION WHICH IS DESCRIBED IN CODE SECTION 501(C)(3). THE EDMUNDSON ART FOUNDATION RECEIVED 1,729,728 DURING THE TAX YEAR FROM THE ANNA K. MEREDITH ENDOWMENT TRUST. THE EDMUNDSON ART FOUNDATION IS NOT RELATED TO THE TRUST CREATOR OR HER FAMILY. FUNDS DISBURSED TO THE EDMUNDSON ART FOUNDATION ARE TO BE USED AS THE FOUNDATION DEEMS BEST IN THE FURTHER ADVANCEMENT OF THE APPRECIATION OF ART.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01616099
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04045
IRS990/FeesForServicesAccountingGrp/TotalAmt04045
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01823
IRS990/FeesForServicesLegalGrp/TotalAmt01823
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt074005
IRS990/FeesForServicesOtherGrp/TotalAmt074005
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt054751
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt054751
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0BANKERS TRUST
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANNA M MEREDITH FRAZIER
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES W HUBBELL III
IRS990/Form990PartVIISectionAGrp/PersonNm3ET MEREDITH IV
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG SHADUR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0182308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01701671
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt01616099
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01616099
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01616099
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013154642
IRS990/GrossReceiptsAmt013940350
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0785708
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0785708
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019274224
IRS990/InvestmentsPubTradedSecGrp/EOYAmt052226250
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011452971
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDING FOR EDMUNDSON ART FOUNDATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt055269901
IRS990/NetAssetsOrFundBalancesEOYAmt055824249
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01701671
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01701671
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt055269901
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt055824249
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT ADVISORY FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0182308
IRS990/OtherExpensesGrp/TotalAmt0182308
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BANKERS TRUST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01240487
IRS990/PYInvestmentIncomeAmt036939022
IRS990/PYOtherExpensesAmt0160192
IRS990/PYRevenuesLessExpensesAmt035538343
IRS990/PYTotalExpensesAmt01400679
IRS990/PYTotalRevenueAmt036939022
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0554348
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035995677
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03597999
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt026165
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt026165
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0160192
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01807430
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01807430
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01807430
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt01358359
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01807430
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0449071
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01616099
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0257740
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0449071
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0257740
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0257740
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0449071
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01616099
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01807430
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.894142000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01616099
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01616099
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE OF THE ANNA K. MEREDITH FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DIRECTORS OF THE EDMUNDSON ART FOUNDATION (SUPPORTED ORGANIZATION). THE ANNA K. MEREDITH FOUNDATION IS A SIGNIFICANT FUNDING SOURCE FOR THE SUPPORTED ORGANIZATION. THE TRUSTEE OF THE ANNA K. MEREDITH FOUNDATION REVIEWS HOW THE SUPPORTED ORGANIZATION UTILIZES THE FUNDS THAT WERE PROVIDED AND REVIEWS WHAT FUTURE NEEDS EXIST FOR THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1A CLOSE AND CONTINUOUS WORKING RELATIONSHIP EXISTS BETWEEN THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION HAS CONTROL OVER THE DISTRIBUTIONS IT RECEIVES FROM THE ANNA K. MEREDITH ENDOWMENT FUND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION IS ATTENTIVE TO THE SUPPORTED ORGANIZATION. THE ORGANIZATION PROVIDES OVER 10% OF THE SUPPORTED ORGANIZATION'S TOTAL SUPPORT FOR THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt057595903
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt052427275
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt018733571
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt03409289
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt038862332
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt049017986
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0863939
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0786409
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt056731964
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt051640866
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01985619
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01807430
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt057595903
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt052427275
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01985619
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01807430
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420680419
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01616099
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01616099
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt01616099
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADVNCMNT OF THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0420680419
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04700 GRAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050312
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIANNA M. MEREDITH FRAZIER E.T. MEREDITH IV FAMILY RELATIONSHIP BANKERS TRUST BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE INSTITUTIONAL TRUSTEE FOR REVIEW. AFTER REVIEW, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. A COPY IS FORWARDED TO THE SECRETARY FOR INCLUSION IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY REQUIRES THAT THERE WILL BE ANNUAL SIGNED STATEMENTS FROM EACH DIRECTOR AFFIRMING THAT THEY HAVE RECEIVED, READ AND UNDERSTOOD THE POLICY AND AGREE TO COMPLY WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt055269901
IRS990/TotalAssetsEOYAmt055824249
IRS990/TotalAssetsGrp/BOYAmt055269901
IRS990/TotalAssetsGrp/EOYAmt055824249
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0316932
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01616099
IRS990/TotalFunctionalExpensesGrp/TotalAmt01933031
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055269901
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055824249
IRS990/TotalProgramServiceExpensesAmt01616099
IRS990/TotalReportableCompFromOrgAmt0182308
IRS990/TotalRevenueGrp/ExclusionAmt0785708
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01701671
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02487379
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt055269901
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055824249
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0453 7TH STREET
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050309
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKERS TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05152452800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA K MEREDITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0421180480
ReturnHeader/Filer/PhoneNum08003621688
ReturnHeader/Filer/USAddress/AddressLine1Txt0453 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050309
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 GRAND AVE STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092500
ReturnHeader/PreparerPersonGrp/PhoneNum05152453737
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY LARSON
ReturnHeader/ReturnTs02023-11-01T15:38:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ABBAS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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