Leonard EB Andrews Charitable Trust

EIN: 311593732 501(c)(3) Education

Dallas, TX

Total Revenue
$31,546
Total Expenses
$1,000
Total Assets
$510,499
Net Assets
$510,499
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
TX
Phone
2147682090
Tax Period
2024-06-01 to 2025-05-31

Leonard EB Andrews Charitable Trust, founded in 1997, is a micro nonprofit in the Education sector that reported $32K in total revenue in fiscal year 2024. The organization ran a surplus of $31K, a strong 97% operating margin.

Mission

The primary mission of the Leonard E.B. Andrews Charitable Trust is to provide financial assistance to Southern Methodist University (SMU) students, employees, and members of Highland Park United Methodist Church (HPUMC), which is located at the corner of SMU's campus. The trust may make distributions to individuals in the following groups for the purposes stated below: 1. Students attending SMU: distributions may be made to these individuals to pay for tuition, fees, books, or other educational expenses required in order to avoid interrupting their education at SMU. This supports the exempt purpose of SMU. 2. Members or employees of HPUMC and employees of SMU - distributions may be made to these individuals in emergency or distressed circumstances involving immediate need of financial assistance in order to provide for basic needs for food, clothing, shelter, transportation or medical care for themselves or their dependents. This supports the exempt purpose of SMU and HPUMC

Program Service Accomplishments

Program 1
Expenses: $1,000 Revenue: $31,546

Financial assistance provided to eligible recipients.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $31,546
Other Revenue $0
TOTAL REVENUE $31,546

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,000
Other Expenses $0
TOTAL EXPENSES $1,000

Year-over-Year Comparison

2024 2023 Change
Revenue $31,546 $30,565 +0.0%
Expenses $1,000 $7,558 -0.9%
Net Income $30,546 $23,007 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Southern Methodist University Trustee 0.0
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $31,546 $1,000 $510,499 $30,546
2024 $30,565 $7,558 $479,953 $23,007
2023 $27,977 No data $456,946 No data
2022 $24,233 $12,547 $428,969 $11,686
2021 $23,711 $24,939 $417,284 $-1,228
2020 $23,963 $19,313 $418,512 $4,650
2019 $23,573 $17,745 $413,862 $5,828
2018 $22,014 $17,172 $408,034 $4,842
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