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Nonprofit · EIN 47-2607515

ADDY FOUNDATION

Tax-exempt · DALLAS, TX 75204

Financials

$12.3M$13.8M2023$22M$12.9M2024$66.6M$23.8M2025
Revenue Expenses · by fiscal year end
Financials of ADDY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$66,593,113$23,756,722$42,836,391$120,869,942$6,514$120,863,428
December 31, 2024990-PF$21,960,764$12,878,785$9,081,979$114,662,096$1,406$114,660,690
December 31, 2023990-PF$12,282,896$13,812,579-$1,529,683$93,400,403$1,166$93,399,237
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.

NameTitleHours / weekCompensation
BENJAMIN J LEAL
3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204
DIRECTOR, PRESIDENT, TREASURER40$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 PRESIDENT1$0
SARAH SCHOLL
3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204
SECRETARY6$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BENJAMIN J LEAL
3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204
DIRECTOR, PRESIDENT, TREASURER40$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 PRESIDENT1$0
SARAH SCHOLL
3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204
SECRETARY6$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BENJAMIN J LEAL
3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204
DIRECTOR, PRESIDENT, TREASURER40$308,542
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 PRESIDENT1$0
SARAH SCHOLL
3232 MCKINNEY AVE SUITE 1500, DALLAS, TX 75204
SECRETARY6$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
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$120,869,942
Income (IRS master file)
$66,593,113

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$66,593,113$23,756,722$120,869,942IRS
990-PFDecember 2024$21,960,764$12,878,785$114,662,096IRS
990-PFDecember 2023$12,282,896$13,812,579$93,400,403XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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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