Civic Intelligence

Tch Hendrix Endowment Trust

990 • Fiscal year 2025 • EIN 62-6206418

Jun 01, 2024 to May 31, 2025 • Filed on Aug 13, 2025

PO Box 919798Orlando, FL 32891-9798

(615) 748-4879

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$400,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 196.0% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,791,674

Up $260,657 (+17%) from 2024

Net Assets

Up

$1,791,674

Up $260,657 (+17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Up

$204,105

Up $80,339 (+65%) from 2024

Expenses

Up

$49,619

Up $5,187 (+12%) from 2024

Net Income

Up

$154,486

Up $75,152 (+95%) from 2024

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

2025

Assets$1,791,674
Liabilities$0
Net Assets$1,791,674

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

2025

Revenue$204,105
Expenses$49,619
Net Income$154,486
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$236,380
Mission and Program Overview

Mission

To support the charitable purposes of bethel university

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,531,017$1,791,674▲ $260,657
Investments in Publicly Traded Securities$1,511,413$1,777,261▲ $265,848
Savings and Temporary Cash Investments$19,604$14,413▼ $5,191
Total Assets$1,531,017$1,791,674▲ $260,657
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,531,017$1,791,674▲ $260,657
Total Liabilities and Net Assets / Fund Balance$1,531,017$1,791,674▲ $260,657
Compensation and Service Providers

Employees

NameTitleBaseTotal
Truist BankTrustee$87$87

Board Members and Trustees

NameTitle
Dr Perry MouldsChair
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
$204,105
Other Revenue
$0
Change in Net Assets
$154,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,032
Other Expenses$1,500
Salaries, Compensation, and Employee Benefits$87
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,032--$48,032
Fees for Services Accounting-$1,500-$1,500
Current Officers, Directors, Trustees, and Key Employees$44$43-$87
Total Functional Expenses$48,076$1,543$0$49,619
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethel UniversityMckenzie, TN501(c)(3)General Support$48,032
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

Part VII, Section A, Line 1

Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors. The compensation reported in column (D) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of

Part VII, Section A, Line 1

assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.

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
2025-08-13
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 2024 transactions posted in 2025 in the amount of ($52), 2023 transactions posted in 2024 in the amount of $87, and a common trust fund cost basis adjustment of $106,136.

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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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IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors. The compensation reported in column (D) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTRONIC COPY PROVIDED TO GOVERNING BODY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO MEMBERS OF THE TRUST COMMITTEE ARE COMPENSATED FOR THEIR SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DIFFERENCE BETWEEN THE BEGINNING NET ASSETS AND ENDING NET ASSETS IS DUE TO 2024 TRANSACTIONS POSTED IN 2025 IN THE AMOUNT OF ($52), 2023 TRANSACTIONS POSTED IN 2024 IN THE AMOUNT OF $87, AND A COMMON TRUST FUND COST BASIS ADJUSTMENT OF $106,136.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VII, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BETHEL UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620548913
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HIGHER EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
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/InvolvedAmt048032
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/TotalAssetsBOYAmt01531017
IRS990/TotalAssetsEOYAmt01791674
IRS990/TotalAssetsGrp/BOYAmt01531017
IRS990/TotalAssetsGrp/EOYAmt01791674
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01543
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048076
IRS990/TotalFunctionalExpensesGrp/TotalAmt049619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01531017
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01791674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt048076
IRS990/TotalReportableCompFromOrgAmt087
IRS990/TotalRevenueGrp/ExclusionAmt0204105
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204105
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01531017
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01791674
IRS990/TotReportableCompRltdOrgAmt0400000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06157484879
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
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/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-08-28T13:01:24-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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