2026-04-13T15:25:45+00:00 2025-05-31 990 2024-06-01 311593732 Leonard EB Andrews Charitable Trust LEON 2147682090 3140 Dyer Street MS 261 Dallas TX 752750261 Rachel Mulry SR VP Bus Fiin, CFO, ad Interim 2147682090 2026-04-13 false 2024 2025-03-06 01:10:19Z Rachel Mulry PO Box 750261 Dallas TX 75275 31546 false X X 1997 TX Provide financial assistance to recipients based on financial need. 1 1 0 0 0 0 0 30565 31546 0 30565 31546 7558 1000 0 0 0 0 0 7558 1000 23007 30546 479953 510499 0 0 479953 510499 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 false false 1000 1000 31546 Financial assistance provided to eligible recipients. 1000 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false X 1 1 false false false false false false false true true false false false true false false false false false false false false false X TAX DEPARTMENT 2147682090 6116 N CENTRAL EXPRESSWAY STE1210 DALLAS TX 752750261 Southern Methodist University Trustee 0.0 0 X 0 0 0 0 0 0 false false false 0 0 0 0 0 0 0 31546 31546 0 0 0 0 0 0 0 0 0 31546 31546 0 0 1000 1000 0 0 0 0 0 0 0 0 1000 1000 0 0 479953 510499 0 0 0 0 0 0 0 0 0 0 0 0 479953 510499 0 0 0 0 0 0 479953 510499 479953 510499 479953 510499 30546 0 X false false false X X 2 Southern Methodist University 750800689 2 true 0 0 Highland Park United Methodist Church 750808794 1 true 0 0 2 0 0 true false false false false false false false false false false false false false false true false Form 990, Part VI, Line 12c Enforcement of Conflicts Policy Both the beneficiary and trustee are Southern Methodist University, therefore, there is no conflict of interest policy. Form 990, Part VI, Line 11b Review of form 990 by governing body Employees of Southern Methodist University, which is also the Trustee, perform the accounting functions of the trust, including the preparation of the Form 990. The return is prepared by the Tax Department and then reviewed by both the Associate Vice President for Budgets and Finance and the Vice President for Business and Finance before being signed and filed. Form 990, Part VI, Line 19 Required documents available to the public The organization does not make its governing documents, conflict of interest policy and financial statements available to the public. All requests for copies of Form 990 are made to the Tax Department of Southern Methodist University. Upon receiving a written request, the University will provide a copy of the requested documentation within 30 days from the date of receipt. If the request is made in person, the University will provide the copies on the day of the request, unless unusual circumstances prevent this in which case the request documentation will be provided within five days after the date of the request. Part IV Line 1 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 maybe made to these individuals in emergency or distressed circumstancesinvolving immediate need of financial assistance in order to provide forbasic needs for food, clothing, shelter, transportation or medical care for themselves or their dependents. This supports the exempt purpose of SMU and HPUMC Form 990 Part VI Line 8a During the tax year, there were no meetings held. However, any meetings would have been contemporaneously documented. Form 990 Part VI Line 11b Organization's Process to Review Form 990: Employees of Southern Methodist University, which is also the Trustee, perform the accounting functions of the trust, including the preparation of the Form 990. The return is prepared by the Tax Department and then reviewed by both the Associate Vice President for Budgets and Finance and the Vice President for Business and Finance before being signed and filed. Form 990 Part VI Line 19 Governing Documents Disclosure Explanation: The organization does not make its governing documents, conflict of interest policy and financial statements available to the public. All requests for copies of Form 990 are made to the Tax Department of Southern Methodist University. Upon receiving a written request, the University will provide a copy of the requested documentation within 30 days from the date of receipt. If the request is made in person, the University will provide the copies on the day of the request, unless unusual circumstances prevent this in which case the request documentation will be provided within five days after the date of the request. SOUTHERN METHODIST UNIVERSITY 3140 DYER ST MS261 DALLAS TX 75275 750800689 EDUCATION TX 501(c)(3) 2 false HIGHLAND PARK UNITED METHODIST CHURCH 3300 MOCKINGBIRD LN DALLAS TX 75205 750808794 CHURCH TX 501(c)(3) 1 false false false false false false false false false false false false false false true true false false false false Schedule R, Part V, Line 1 Line 1 The transactions marked yes in Schedule R, Part V are with 501 (c) (3) organizations