Skip to content
Nonprofiteer
← ANNA K MEREDITH ENDOWMENT TRUST

Form 990 for tax year 2025

Filed by ANNA K MEREDITH ENDOWMENT TRUST.

Totals

Total revenue
$5,700,960
Total expenses
$2,979,335
Contributions and grants received
$0
Grants paid
$2,470,854
Program service revenue
$0
Investment income
$5,642,408
Other revenue
$58,552
Total assets, end of year
$59,330,077
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$59,330,077
Program services expenses (Part IX)
$2,470,854
Management and general expenses
$508,481
Fundraising expenses
$0
Program service expenses (Part III)
$2,470,854

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,246,485 · excluded $1,246,485

  • 4 · Income from investment of tax-exempt bond proceeds

    total $831,550 · excluded $831,550

  • 7a · Gross sales of assets other than inventory

    securities $24,239,825

  • 7b · Less cost or other basis and sales expenses

    securities $20,675,452

  • 7c · Gain or loss

    securities $3,564,373

  • 7d · Net gain or loss

    total $3,564,373 · related or exempt $3,564,373

  • 11a · Other revenue

    total $58,552 · excluded $58,552

  • 11e · Other revenue, total

    $58,552

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,470,854 · program services $2,470,854

  • 11c · Fees: accounting

    total $5,795 · management and general $5,795

  • 24a · Other expenses: INVESTMENT ADVISORY FEE

    total $502,686 · management and general $502,686

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,509,599 · end of year $3,393,502

  • 11 · Investments: publicly traded securities

    beginning of year $53,098,852 · end of year $55,936,575

  • 27 · Net assets without donor restrictions

    beginning of year $56,608,451 · end of year $59,330,077

Mission and programs · 2025

Mission

FUNDING FOR EDMUNDSON ART FOUNDATION

  • 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

As filed on the 2025 return.

Listed in Part VII

  • CRAIG SHADUR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DIANNA M MEREDITH FRAZIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES W HUBBELL III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ET MEREDITH IV ET MEREDITH IV

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BANKERS TRUST

    TRUSTEE

    Total calculated
    $502,686
    From this org
    $502,686
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
26 May 2026
IRS schema version
2025v4.1
Source object
202631479349300723

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.