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Nonprofit · EIN 62-6115373

ROBERT P HENDERSON TRUST UW 2962

Tax-exempt · CHATTANOOGA, TN 37402

Financials

$40K$42K2023$42K$45K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT P HENDERSON TRUST UW 2962 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$42,076$45,475-$3,399$598,260$0$598,260
September 30, 2024990-PF$40,308$42,243-$1,935$601,677$0$601,677
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$19,874
Net gain from sales of assets
$22,202

Expenses

Grants and similar amounts paid
$32,287
Compensation of officers, directors and key employees
$12,433
Disbursements for charitable purposes
$38,504
Excise tax on investment income
$488

Balance sheet and other

Total assets, start of year
$601,677
Total assets, end of year
$598,260
Total liabilities, end of year
$0
Net assets, end of year
$598,260
Fair market value of assets
$887,839
Qualifying distributions
$38,504
Net investment income
$42,076

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIRST HORIZON BANK
4385 POPLAR AVE, MEMPHIS, TN 38117
TRUSTEE0$12,433
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
FIRST HORIZON BANK
4385 POPLAR AVE, MEMPHIS, TN 38117
TRUSTEE0$11,619

Address and contacts

Address (IRS master file)
701 MARKET STREET STR320, CHATTANOOGA, TN 37402-4828
In care of
% FIRST TN BANK NA
Signed the 990-PF
FIRST HORIZON BANK, VICE PRESIDENT
Phone
(901) 681-2346

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
62-6115373
Donations deductible
No
Exempt since
1976
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$598,260
Income (IRS master file)
$64,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$42,076$45,475$598,260XML
990-PFSeptember 2024$40,308$42,243$601,677XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 62-6115373).

Questions about ROBERT P HENDERSON TRUST UW 2962

What is the EIN of ROBERT P HENDERSON TRUST UW 2962?
The employer identification number (EIN) of ROBERT P HENDERSON TRUST UW 2962 is 62-6115373.
Is ROBERT P HENDERSON TRUST UW 2962 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1976.
Are donations to ROBERT P HENDERSON TRUST UW 2962 tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ROBERT P HENDERSON TRUST UW 2962 file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT P HENDERSON TRUST UW 2962 due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT P HENDERSON TRUST UW 2962 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of ROBERT P HENDERSON TRUST UW 2962?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,433 (FIRST HORIZON BANK, TRUSTEE).
How much revenue does ROBERT P HENDERSON TRUST UW 2962 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $42,076, expenses of $45,475 and total assets of $598,260 at year end.

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