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← THE LEONARD E B ANDREWS CHARITABLE TRUST

Form 990 for tax year 2024

Filed by THE LEONARD E B ANDREWS CHARITABLE TRUST.

Totals

Total revenue
$31,546
Total expenses
$1,000
Contributions and grants received
$0
Grants paid
$1,000
Program service revenue
$0
Investment income
$31,546
Other revenue
$0
Total assets, end of year
$510,499
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$510,499
Program services expenses (Part IX)
$1,000
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,000

Program services were 100.0% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $31,546 · related or exempt $31,546

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $479,953 · end of year $510,499

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $479,953 · end of year $510,499

Mission and programs · 2024

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

Activities or mission (Part I)

Provide financial assistance to recipients based on financial need.

  • Financial assistance provided to eligible recipients.

    Expenses $1,000 · Grants $1,000 · Revenue $31,546

As filed on the 2024 return.

Listed in Part VII

  • Southern Methodist University

    Trustee

    Total calculated
    $0
    Hours/week
    0

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 April 2026
IRS schema version
2024v5.1
Source object
202611039349301631

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