The Leonard E B Andrews Charitable Trust

“Line 8a: during the tax year, there were no meetings held. However, any meetings would have been contemporaneously documented.”

“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.”

“Both the beneficiary and trustee are southern methodist university, therefore, there is no conflict of interest policy.”

“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.”

“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.”