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Nonprofit · EIN 42-1180480

ANNA K MEREDITH ENDOWMENT TRUST

Tax-exempt · DES MOINES, IA 50309

Financials

$1.6M$2.3M2023$3.9M$2.4M2024$5.7M$3M2025
Revenue Expenses · by fiscal year end
Financials of ANNA K MEREDITH ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,700,960$2,979,335$2,721,625$59,330,077$0$59,330,077
December 31, 2024990$3,928,215$2,381,216$1,546,999$56,608,451$0$56,608,451
December 31, 2023990$1,583,863$2,346,664-$762,801$55,061,452$0$55,061,452
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$5,642,408
Net gain from sales of assets
$3,564,373
Tax-exempt bond proceeds
$831,550
Other revenue
$58,552

Expenses

Grants and similar amounts paid
$2,470,854
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$5,795
Program services (functional)
$2,470,854
Management and general (functional)
$508,481

Balance sheet and other

Total assets, start of year
$56,608,451
Total assets, end of year
$59,330,077
Total liabilities, end of year
$0
Net assets, end of year
$59,330,077
Publicly traded securities
$55,936,575
Net assets without donor restrictions
$59,330,077
Gross receipts
$26,376,412
Employees
0
Volunteers
0
Year formed
1981
State of legal domicile
IA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANKERS TRUSTTRUSTEE
Institutional trustee
1$502,686
CRAIG SHADURTRUSTEE
Trustee or director
1$0
DIANNA M MEREDITH FRAZIERTRUSTEE
Trustee or director
1$0
JAMES W HUBBELL IIITRUSTEE
Trustee or director
1$0
ET MEREDITH IV ET MEREDITH IVPRESIDENT
Trustee or director
1$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BANKERS TRUSTTRUSTEE
Institutional trustee
1$158,807
CRAIG SHADURTRUSTEE
Trustee or director
1$0
DIANNA M MEREDITH FRAZIERTRUSTEE
Trustee or director
1$0
JAMES W HUBBELL IIITRUSTEE
Trustee or director
1$0
ET MEREDITH IV ET MEREDITH IVPRESIDENT
Trustee or director
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BANKERS TRUSTTRUSTEE
Institutional trustee
1$285,329
CRAIG SHADURTRUSTEE
Trustee or director
1$0
DIANNA M MEREDITH FRAZIERTRUSTEE
Trustee or director
1$0
JAMES W HUBBELL IIITRUSTEE
Trustee or director
1$0
ET MEREDITH IV ET MEREDITH IVPRESIDENT
Trustee or director
1$0

Address and contacts

Address (IRS master file)
453 7TH ST, DES MOINES, IA 50309-4110
In care of
% BANKERS TRUST COMPANY
Principal officer (990 for 2025)
BANKERS TRUST
Signed the 990
BANKERS TRUST, TRUSTEE
Phone
(515) 245-2800
Return prepared by
ANDERSEN TAX LLC

Mission

FUNDING FOR EDMUNDSON ART FOUNDATION

990 for the year ended December 31, 2025

Program accomplishments

  • ANNA 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 $2,470,854 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.
    Expenses $2,470,854 · grants $2,470,854

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1180480
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$59,330,077
Income (IRS master file)
$26,376,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,700,960$2,979,335$59,330,077XML
990December 2024$3,928,215$2,381,216$56,608,451XML
990December 2023$1,583,863$2,346,664$55,061,452XML
990December 2022$2,487,379$1,933,031$55,824,249IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 42-1180480).

Questions about ANNA K MEREDITH ENDOWMENT TRUST

What is the EIN of ANNA K MEREDITH ENDOWMENT TRUST?
The employer identification number (EIN) of ANNA K MEREDITH ENDOWMENT TRUST is 42-1180480.
Is ANNA K MEREDITH ENDOWMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to ANNA K MEREDITH ENDOWMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ANNA K MEREDITH ENDOWMENT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ANNA K MEREDITH ENDOWMENT TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNA K MEREDITH ENDOWMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ANNA K MEREDITH ENDOWMENT TRUST?
The 990 for the year ended December 31, 2025 names BANKERS TRUST.
Who are the officers and directors of ANNA K MEREDITH ENDOWMENT TRUST?
The 990 for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $502,686 (BANKERS TRUST, TRUSTEE).
How much revenue does ANNA K MEREDITH ENDOWMENT TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,700,960, expenses of $2,979,335 and total assets of $59,330,077 at year end.

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