Nonprofit · EIN 47-2607515
ADDY FOUNDATION
Tax-exempt · DALLAS, TX 75204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $66,593,113 | $23,756,722 | $42,836,391 | $120,869,942 | $6,514 | $120,863,428 |
| December 31, 2024 | 990-PF | $21,960,764 | $12,878,785 | $9,081,979 | $114,662,096 | $1,406 | $114,660,690 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $23,840,948
- Dividends
- $5,325,254
- Net gain from sales of assets
- $37,426,911
Expenses
- Grants and similar amounts paid
- $23,174,595
- Compensation of officers, directors and key employees
- $376,190
- Disbursements for charitable purposes
- $23,588,117
- Excise tax on investment income
- $592,741
Balance sheet and other
- Total assets, start of year
- $114,662,096
- Total assets, end of year
- $120,869,942
- Total liabilities, end of year
- $6,514
- Net assets, end of year
- $120,863,428
- Fair market value of assets
- $120,869,942
- Qualifying distributions
- $23,588,117
- Net investment income
- $42,752,165
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN J LEAL 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | DIRECTOR, PRESIDENT, TREASURER | 40 | $376,190 |
| WILLIAM M ADDY 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | DIRECTOR, VICE PRESIDENT, SECRETARY, | 1 | $0 |
| LYDIA B ADDY 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| SARAH SCHOLL 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | SECRETARY | 6 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN J LEAL 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | DIRECTOR, PRESIDENT, TREASURER | 40 | $335,538 |
| WILLIAM M ADDY 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | DIRECTOR, VICE PRESIDENT, SECRETARY, | 1 | $0 |
| LYDIA B ADDY 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| SARAH SCHOLL 3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204 | SECRETARY | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 3232 MCKINNEY AVE STE 1500, DALLAS, TX 75204-7402
- In care of
- % WILLIAM M ADDY
- Signed the 990-PF
- BENJAMIN J LEAL, DIRECTOR
- Phone
- (214) 303-4900
- Website
- ADDYFOUNDATION.ORG
- Return prepared by
- HM&M ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-2607515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $120,869,942
- Income (IRS master file)
- $66,593,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $66,593,113 | $23,756,722 | $120,869,942 | IRS |
| 990-PF | December 2024 | $21,960,764 | $12,878,785 | $114,662,096 | IRS |
| 990-PF | December 2023 | $12,282,896 | $13,812,579 | $93,400,403 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 47-2607515).
Questions about ADDY FOUNDATION
- What is the EIN of ADDY FOUNDATION?
- The employer identification number (EIN) of ADDY FOUNDATION is 47-2607515.
- Is ADDY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ADDY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ADDY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ADDY FOUNDATION 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 ADDY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ADDY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $376,190 (BENJAMIN J LEAL, DIRECTOR, PRESIDENT, TREASURER).
- How much revenue does ADDY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,593,113, expenses of $23,756,722 and total assets of $120,869,942 at year end.
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