Civic Intelligence

Tch Hendrix Endowment Trust

990 • Fiscal year 2024 • EIN 62-6206418

Jun 01, 2023 to May 31, 2024 • Filed on Sep 06, 2024

Organization ProfileN/A
PO Box 919798Orlando, FL 32891-9798

(615) 748-4879

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,531,017

Up $28,552 (+1.9%) from 2023

Net Assets

Up

$1,531,017

Up $28,552 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$123,766

Down $184,138 (-60%) from 2023

Expenses

Down

$44,432

Down $870 (-1.9%) from 2023

Net Income

Down

$79,334

Down $183,268 (-70%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2009: $796,081Liabilities 2009: $0Net Assets 2009: $796,0812009Assets 2010: $801,023Liabilities 2010: $0Net Assets 2010: $801,0232010Assets 2011: $828,351Liabilities 2011: $0Net Assets 2011: $828,3512011Assets 2012: $821,221Liabilities 2012: $0Net Assets 2012: $821,2212012Assets 2013: $891,914Liabilities 2013: $0Net Assets 2013: $891,9142013Assets 2014: $988,618Liabilities 2014: $0Net Assets 2014: $988,6182014Assets 2015: $1,011,408Liabilities 2015: $0Net Assets 2015: $1,011,4082015Assets 2016: $1,029,460Liabilities 2016: $0Net Assets 2016: $1,029,4602016Assets 2018: $1,198,913Liabilities 2018: $0Net Assets 2018: $1,198,9132018Assets 2019: $1,217,880Liabilities 2019: $0Net Assets 2019: $1,217,8802019Assets 2020: $1,224,898Liabilities 2020: $0Net Assets 2020: $1,224,8982020Assets 2021: $1,401,812Liabilities 2021: $0Net Assets 2021: $1,401,8122021Assets 2022: $1,389,179Liabilities 2022: $0Net Assets 2022: $1,389,1792022Assets 2023: $1,502,465Liabilities 2023: $0Net Assets 2023: $1,502,4652023Assets 2024: $1,531,017Liabilities 2024: $0Net Assets 2024: $1,531,0172024Assets 2025: $1,791,674Liabilities 2025: $0Net Assets 2025: $1,791,6742025

Highlighted filing

2024

Assets$1,531,017
Liabilities$0
Net Assets$1,531,017
Open 2024 Filing

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2009: $12,779Expenses 2009: $21,142Net Income 2009: -$8,3632009Revenue 2010: $10,795Expenses 2010: $16,833Net Income 2010: -$6,0382010Revenue 2011: $6,214Expenses 2011: $18,084Net Income 2011: -$11,8702011Revenue 2012: $7,253Expenses 2012: $20,384Net Income 2012: -$13,1312012Revenue 2013: $88,238Expenses 2013: $17,545Net Income 2013: $70,6932013Revenue 2014: $118,853Expenses 2014: $22,149Net Income 2014: $96,7042014Revenue 2015: $47,336Expenses 2015: $24,546Net Income 2015: $22,7902015Revenue 2016: $48,725Expenses 2016: $30,673Net Income 2016: $18,0522016Revenue 2018: $169,629Expenses 2018: $35,065Net Income 2018: $134,5642018Revenue 2019: $58,546Expenses 2019: $36,955Net Income 2019: $21,5912019Revenue 2020: $50,669Expenses 2020: $41,006Net Income 2020: $9,6632020Revenue 2021: $218,490Expenses 2021: $42,838Net Income 2021: $175,6522021Revenue 2022: $276,655Expenses 2022: $49,537Net Income 2022: $227,1182022Revenue 2023: $307,904Expenses 2023: $45,302Net Income 2023: $262,6022023Revenue 2024: $123,766Expenses 2024: $44,432Net Income 2024: $79,3342024Revenue 2025: $204,105Expenses 2025: $49,619Net Income 2025: $154,4862025

Highlighted filing

2024

Revenue$123,766
Expenses$44,432
Net Income$79,334
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 6, 2024
Return Version
2023v5.1
Gross Receipts
$169,264
Mission and Program Overview

Mission

To support the charitable purposes of bethel university

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,502,465$1,531,017▲ $28,552
Investments in Publicly Traded Securities$1,488,704$1,511,413▲ $22,709
Savings and Temporary Cash Investments$13,761$19,604▲ $5,843
Total Assets$1,502,465$1,531,017▲ $28,552
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,502,465$1,531,017▲ $28,552
Total Liabilities and Net Assets / Fund Balance$1,502,465$1,531,017▲ $28,552
Compensation and Service Providers

Employees

NameTitleBaseTotal
Truist BankTrustee$497$497

Board Members and Trustees

NameTitle
Dr Walter ButlerChair
James GoochCommittee Member
Janie StarrCommittee Member
Rick D HoltonCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$123,766
Other Revenue
$0
Change in Net Assets
$79,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,436
Other Expenses$1,500
Salaries, Compensation, and Employee Benefits$496
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,436--$42,436
Fees for Services Accounting-$1,500-$1,500
Current Officers, Directors, Trustees, and Key Employees$248$248-$496
Total Functional Expenses$42,684$1,748$0$44,432
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethel UniversityMckenzie, TN501(c)(3)General Support$42,436
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Electronic copy provided to governing body prior to filing”

FORM 990, PAGE 6, PART VI, LINE 15A

“No members of the trust committee are compensated for their services”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Tch Hendrix Endowment Trust
EIN
62-6206418
Phone
6157484879
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
6157484879
Signed
2024-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Truist Bank
Formed
1990
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The difference between the beginning net assets and ending net assets is due to 2022 transactions posted in 2023 in the amount of $54.42, 2023 transactions posted in 2024 in the amount of ($86.73), a common trust fund cost basis adjustment of ($50,749), and rounding of ($1).”

Raw XML Appendix375 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 127
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MCKENZIE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt042436
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BETHEL UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01502465
IRS990/TotalAssetsEOYAmt01531017
IRS990/TotalAssetsGrp/BOYAmt01502465
IRS990/TotalAssetsGrp/EOYAmt01531017
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01748
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042684
IRS990/TotalFunctionalExpensesGrp/TotalAmt044432
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01502465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01531017
IRS990/TotalOtherCompensationAmt025231
IRS990/TotalProgramServiceExpensesAmt042684
IRS990/TotalReportableCompFromOrgAmt0497
IRS990/TotalRevenueGrp/ExclusionAmt0123766
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123766
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01502465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01531017
IRS990/TotReportableCompRltdOrgAmt0217798
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06157484879
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TCH HENDRIX ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HEND
ReturnHeader/Filer/EIN0626206418
ReturnHeader/Filer/PhoneNum06157484879
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02024-10-01T08:01:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,531,017
Liabilities
$0
Net assets
$1,531,017
Revenue
$123,766
Expenses
$44,432
Net income
$79,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.20$0.05$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.12$0.04$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.31$0.05$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.28$0.05$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.22$0.04$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.05$0.04$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.06$0.04$0.02
2018Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.17$0.04$0.13
2016Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.05$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.05$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.12$0.02$0.10
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.09$0.02$0.07
2012Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.01$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.01$0.02$0.01
2010Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.01$0.02$0.01
2009Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.01$0.02$0.01