Civic Intelligence

The Leonard E B Andrews Charitable Trust

990 • Fiscal year 2011 • EIN 31-1593732

Jun 01, 2010 to May 31, 2011 • Filed on Apr 03, 2012

PO Box 75026175275-0261
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$398,266

No earlier filing loaded for comparison.

Net Assets

$398,266

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$17,500

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $398,266Liabilities 2011: $0Net Assets 2011: $398,2662011Assets 2012: $364,179Liabilities 2012: $0Net Assets 2012: $364,1792012Assets 2013: $354,143Liabilities 2013: $0Net Assets 2013: $354,1432013Assets 2014: $360,997Liabilities 2014: $0Net Assets 2014: $360,9972014Assets 2015: $369,403Liabilities 2015: $0Net Assets 2015: $369,4032015Assets 2016: $385,556Liabilities 2016: $0Net Assets 2016: $385,5562016Assets 2017: $403,192Liabilities 2017: $0Net Assets 2017: $403,1922017Assets 2018: $408,034Liabilities 2018: $0Net Assets 2018: $408,0342018Assets 2019: $413,862Liabilities 2019: $0Net Assets 2019: $413,8622019Assets 2020: $418,512Liabilities 2020: $0Net Assets 2020: $418,5122020Assets 2021: $417,284Liabilities 2021: $0Net Assets 2021: $417,2842021Assets 2022: $428,969Liabilities 2022: $0Net Assets 2022: $428,9692022Assets 2023: $456,946Liabilities 2023: $0Net Assets 2023: $456,9462023Assets 2024: $479,953Liabilities 2024: $0Net Assets 2024: $479,9532024

Highlighted filing

2011

Assets$398,266
Liabilities$0
Net Assets$398,266

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2011: $17,5002011Expenses 2012: $51,0662012Expenses 2013: $27,9982013Revenue 2014: $20,209Expenses 2014: $13,355Net Income 2014: $6,8542014Revenue 2015: $19,829Expenses 2015: $11,423Net Income 2015: $8,4062015Revenue 2016: $22,967Expenses 2016: $6,814Net Income 2016: $16,1532016Revenue 2017: $21,698Expenses 2017: $4,062Net Income 2017: $17,6362017Revenue 2018: $22,014Expenses 2018: $17,172Net Income 2018: $4,8422018Revenue 2019: $23,573Expenses 2019: $17,745Net Income 2019: $5,8282019Revenue 2020: $23,963Expenses 2020: $19,313Net Income 2020: $4,6502020Revenue 2021: $23,711Expenses 2021: $24,939Net Income 2021: -$1,2282021Revenue 2022: $24,233Expenses 2022: $12,547Net Income 2022: $11,6862022Revenue 2023: $27,977Expenses 2023: $0Net Income 2023: $27,9772023Revenue 2024: $30,565Expenses 2024: $7,558Net Income 2024: $23,0072024

Highlighted filing

2011

Revenue-
Expenses$17,500
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Apr 3, 2012
Return Version
2010v3.7
Gross Receipts
$15,767
Mission and Program Overview

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.

Filing and Contact Details

Filer

EIN
31-1593732
Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDescription0THE 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 THEIR DEPENDENTS. THIS SUPPORTS THE EXEMPT PURPOSE OF SMU AND HPUMC.
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IRS990/MissionDescription0THE 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 THEIR DEPENDENTS. THIS SUPPORTS THE EXEMPT PURPOSE OF SMU AND HPUMC.
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IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant012200
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IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients05
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IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0ASSISTANCE FOR STUD
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant1ATTENDING SMU
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant2ASSISTANCE TO INDIV
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant3FOR BASIC LIVING NEEDS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THE TRUST PROVISIONS PROVIDE FINANCIAL ASSISTANCE TO SMU STUDENTS OR EMPLOYEES OR HIGHLAND PARK UNITED METHODIST CHURCH MEMBERS OR EMPLOYEES WHO ARE IN EMERGENCY OR DISTRESSED CIRCUMSTANCES INVOLVING IMMEDIATE NEED OF FINANCIAL ASSISTANCE. ALL RECIPIENTS SUBMIT A REQUEST ALONG WITH AN EXPLANATION OF THE NEED AND THE TRUSTEE MAKES AN OBJECTIVE DETERMINATION AS TO WHETHER A GRANT SHOULD BE APPROVED. A LIST OF GRANT RECIPIENTS IS MAINTAINED BY THE TRUSTEE.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/GeneralExplanation/Explanation0THE 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 THEIR DEPENDENTS. THIS SUPPORTS THE EXEMPT PURPOSE OF SMU AND HPUMC.
IRS990ScheduleO/GeneralExplanation/Explanation1LINE 8A: DURING THE TAX YEAR, THERE WERE NO MEETINGS HELD. HOWEVER, ANY MEETINGS WOULD HAVE BEEN CONTEMPORANEOUSLY DOCUMENTED.
IRS990ScheduleO/GeneralExplanation/Explanation2EMPLOYEES 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 CONTROLLER AND VICE PRESIDENT FOR BUSINESS AND FINANCE BEFORE BEING SIGNED AND FILED.
IRS990ScheduleO/GeneralExplanation/Explanation3THE 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.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1ADDITIONAL INFORMATION
IRS990ScheduleO/GeneralExplanation/Identifier2ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311593732
ReturnHeader/Filer/Name/BusinessNameLine10LEONARD EB ANDREWS
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/NameControl0LEON
ReturnHeader/Filer/Phone02147682800
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 750261
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0752750261
ReturnHeader/Officer/DateSigned02012-04-03
ReturnHeader/Officer/Name0CHRISTINE REGIS
ReturnHeader/Officer/Phone02147682800
ReturnHeader/Officer/Title0VP FOR BUSINESS AND FINANCE
ReturnHeader/Preparer/DatePrepared02012-04-05
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-06-01
ReturnHeader/TaxPeriodEndDate02011-05-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-05T14:56:05-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.31$0.08$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.28$0.00$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.24$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.24$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.24$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.24$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.22$0.17$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.22$0.04$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.23$0.07$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.20$0.11$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.20$0.13$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.00$3.54$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.00$3.64$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.00$3.98$0.18