Civic Intelligence

Anna K Meredith Endowment Trust

990 • Fiscal year 2023 • EIN 42-1180480

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile

Refreshing map…

453 7th StreetDes Moines, IA 50309

(515) 245-2800

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

7th percentile

-48%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$285,329

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

21st percentile

-1.4%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Flat

$55,061,452

Flat from 2023

Net Assets

Flat

$55,061,452

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin7th percentile

Revenue

Flat

$1,583,863

Flat from 2023

Expenses

Flat

$2,346,664

Flat from 2023

Net Income

Flat

-$762,801

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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 2023: $55,061,452Liabilities 2023: $0Net Assets 2023: $55,061,4522023Assets 2024: $56,608,451Liabilities 2024: $0Net Assets 2024: $56,608,4512024

Highlighted filing

2023

Assets$55,061,452
Liabilities$0
Net Assets$55,061,452
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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 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

2023

Revenue$1,583,863
Expenses$2,346,664
Net Income-$762,801
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$15,235,292
Mission and Program Overview

Mission

Funding for edmundson art foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,226,250$53,559,070▲ $1,332,820
Savings and Temporary Cash Investments$3,597,999$1,502,382▼ $2,095,617
Total Assets$55,824,249$55,061,452▼ $762,797
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$55,824,249$55,061,452▼ $762,797
Total Net Assets Fund Balance$55,824,249$55,061,452▼ $762,797
Total Liabilities and Net Assets / Fund Balance$55,824,249$55,061,452▼ $762,797
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$285,329$285,329

Board Members and Trustees

NameTitle
Et Meredith Iv 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
$1,583,863
Other Revenue
$0
Change in Net Assets
$-762,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,939,800
Other Expenses$406,864
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,939,800--$1,939,800
Other Expenses-$285,329-$285,329
Fees for Service Investment Mgmnt Fees-$116,579-$116,579
Fees for Services Accounting-$2,396-$2,396
Fees for Services Legal-$1,350-$1,350
Fees for Services Other-$1,210-$1,210
Total Functional Expenses$1,939,800$406,864$0$2,346,664
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Edmundson Art Foundation IncDes Moines, IA501c3Advncmnt of the Arts$1,935,756
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
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, Part VI, Section A, Line 2

“Family relationship: dianna m. Meredith frazier & e.t. Meredith iv. Business relationship: bankers trust”

Form 990, Part VI, Section B, 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, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, 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
5152452800
Address
453 7TH STREET, DES MOINES, IA 50309

Signing Officer

Name
Bankers Trust
Title
Trustee
Phone
5152452800
Signed
2024-11-14
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
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
666 GRAND AVE SUITE 2400, DES MOINES, IA 50309
Preparer
Holly Larson
Phone
5152453737
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 4.”

Raw XML Appendix400 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/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd050309
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES W HUBBELL III
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IRS990/GrantAmt01939800
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01939800
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
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 - EXPLANATION OF WORKING RELATIONSHIP
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3 - ROLE OF SUPPORTED ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8 - DISTRIBUTIONS TO SUPPORTED ORGANIZATIONS
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt058827744
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt057595903
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01820511
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt018733571
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt057007233
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt038862332
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0882416
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0863939
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt057945328
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt056731964
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt02028086
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01985619
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt058827744
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt057595903
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt02028086
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01985619
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420680419
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01935756
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EDMUNDSON ART FOUNDATION INC EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01935756
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt01935756
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP: DIANNA M. MEREDITH FRAZIER & E.T. MEREDITH IV. BUSINESS RELATIONSHIP: BANKERS TRUST
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 SIGNEDSTATEMENTS FROM EACH DIRECTOR AFFIRMING THAT THEY HAVE RECEIVED, READ ANDUNDERSTOOD THE POLICY AND AGREE TO COMPLY WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt055824249
IRS990/TotalAssetsEOYAmt055061452
IRS990/TotalAssetsGrp/BOYAmt055824249
IRS990/TotalAssetsGrp/EOYAmt055061452
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0406864
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01939800
IRS990/TotalFunctionalExpensesGrp/TotalAmt02346664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055824249
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055061452
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01939800
IRS990/TotalReportableCompFromOrgAmt0285329
IRS990/TotalRevenueGrp/ExclusionAmt01309847
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0274016
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01583863
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt055824249
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055061452
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKERS TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05152452800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA K MEREDITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0421180480
ReturnHeader/Filer/PhoneNum05152452800
ReturnHeader/Filer/USAddress/AddressLine1Txt0453 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050309
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 GRAND AVE SUITE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050309
ReturnHeader/PreparerPersonGrp/PhoneNum05152453737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY LARSON
ReturnHeader/ReturnTs02024-11-15T14:08:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,061,452
Liabilities
$0
Net assets
$55,061,452
Revenue
$1,583,863
Expenses
$2,346,664
Net income
-$762,801
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
2023Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$1.58$2.35$0.76
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