Civic Intelligence

Anna K Meredith Endowment Trust

990 • Fiscal year 2012 • EIN 42-1180480

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 09, 2013

Bankers Trust Company 453 7th St50309
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

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

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$15,620,708

Up $253,147 (+1.6%) from 2011

Net Assets

Up

$15,620,708

Up $253,147 (+1.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,404,279

Up $232,920 (+20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$15,620,708
Liabilities$0
Net Assets$15,620,708

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$1,404,279
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 9, 2013
Return Version
2012v2.1
Gross Receipts
$3,728,955
Mission and Program Overview

Mission

Funding for edmundson art foundation

Filing and Contact Details

Filer

EIN
42-1180480
Raw XML Appendix300 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
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IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0ANNA 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 1,276,375 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.
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IRS990/Form990PartVIISectionA/NamePerson2JAMES W HUBBELL III
IRS990/Form990PartVIISectionA/NamePerson3ET MEREDITH IV
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3PRESIDENT
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
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IRS990/Gaming0false
IRS990/Grants01276375
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IRS990/GrantsToOrganizations0true
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IRS990/GrossAmountSalesAssets/Securities02378271
IRS990/GrossReceipts03728955
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IRS990/InfoInScheduleOPartVI0X
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IRS990/InvestmentsOtherSecurities/BOY01131500
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IRS990/InvestmentsPubTradedSecurities/BOY013549361
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IRS990/LessCostOthBasisSalesExpenses/Securities02071529
IRS990/LoanToOfficerOrDQP0false
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IRS990/MissionDescription0FUNDING FOR EDMUNDSON ART FOUNDATION
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
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IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0132534
IRS990/OtherExpensesCurrentYear0127904
IRS990/OtherExpenses/Description0INVESTMENT ADVISORY FEES
IRS990/OtherExpenses/Description1FOREIGN TAXES PAID
IRS990/OtherExpenses/ManagementAndGeneral071332
IRS990/OtherExpenses/ManagementAndGeneral12974
IRS990/OtherExpenses/Total071332
IRS990/OtherExpenses/Total12974
IRS990/OtherRevenueCurrentYear011131
IRS990/OtherRevenueMisc/Description0MISCELLANEOUS INCOME
IRS990/OtherRevenueMisc/ExclusionAmount011131
IRS990/OtherRevenueMisc/TotalRevenueColumn011131
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
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IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
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IRS990/QuidProQuoContributions0false
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IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
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IRS990ScheduleA/CertificationCheckbox0X
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IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts01276375
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IRS990ScheduleA/SupportedOrgInformation/EIN0420680419
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
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IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleD/OtherSecurities/BookValue01131500
IRS990ScheduleD/OtherSecurities/Description0600,000 SHARES MEREDITH CORP. STOCK
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/TotalOfBookValueSecurities01131500
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine104700 GRAND AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/City0DES MOINES
IRS990ScheduleI/RecipientTable/AddressUS/State0IA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode050312
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IRS990ScheduleI/RecordsMaintained0false
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IRS990ScheduleO/GeneralExplanation/Explanation0DIANNA M. MEREDITH FRAZIER E.T. MEREDITH IV FAMILY RELATIONSHIP BANKERS TRUST BUSINESS RELATIONSHIP
IRS990ScheduleO/GeneralExplanation/Explanation1THE ANNA K. MEREDITH ENDOWMENT TRUST HAS NO COMMITTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990 IS PROVIDED TO THE INSTITUTIONAL TRUSTEE, BANKERS TRUST. AFTER REVIEW, THE RETURN IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. A COPY IS FORWARDED TO THE SECRETARY FOR INCLUSION IN THE MINUTES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE 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/GeneralExplanation/Explanation4NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Identifier0RELATED PARTY INFORMATION AMONG OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier1DOCUMENTATION BY COMMITTEE
IRS990ScheduleO/GeneralExplanation/Identifier2ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode050309
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IRS990/TotalRevenue/TotalRevenueColumn01657426
IRS990/TransfersToExemptNonChrtblOrg0false
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IRS990/UnrestrictedNetAssets/BOY015367561
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IRS990/UponRequest0X
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01981
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0421180480
ReturnHeader/Filer/Name/BusinessNameLine10ANNA K MEREDITH ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0ANNA
ReturnHeader/Filer/Phone05152452800
ReturnHeader/Filer/USAddress/AddressLine10BANKERS TRUST COMPANY 453 7TH ST
ReturnHeader/Filer/USAddress/City0DES MOINES
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050309
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-09
ReturnHeader/Officer/Name0TRACY ABBAS
ReturnHeader/Officer/Phone05152452800
ReturnHeader/Officer/Title0VP
ReturnHeader/Preparer/DatePrepared02013-08-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HAMILTON JUFFER & ASSOCIATES LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10666 GRAND AVE STE 2400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DES MOINES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0503092506
ReturnHeader/Preparer/Name0MATT JUFFER
ReturnHeader/Preparer/Phone05152453737
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-13T10:49:38-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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