TY 2020 Form 990PF

Part I	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books	(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)
	1	Contributions, gifts, grants, etc., received (attach schedule)	37,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	70,655	70,655
5a	Gross rents............	51,000	51,000	51,000
b	Net rental income or (loss) 46,409
6a	Net gain or (loss) from sale of assets not on line 10		213,193
b	Gross sales price for all assets on line 6a 832,502
7	Capital gain net income (from Part IV, line 2)...		213,193
8	Net short-term capital gain.........			0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	371,848	334,848	51,000
	13	Compensation of officers, directors, trustees, etc.	65,629	32,815		32,815
14	Other employee salaries and wages......		0	0	0
15	Pension plans, employee benefits.......		0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............				0
18	Taxes (attach schedule) (see instructions)...		5,551			0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......		0	0
22	Printing and publications..........		0	0
23	Other expenses (attach schedule).......		6,841	4,591	4,591
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	78,021	37,406	4,591	32,815
25	Contributions, gifts, grants paid.......	270,000			270,000
26	Total expenses and disbursements. Add lines 24 and 25	348,021	37,406	4,591	302,815
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	23,827
b	Net investment income (if negative, enter -0-)		297,442
c	Adjusted net income (if negative, enter -0-)...			46,409

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	162,165	163,370	163,370
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,663,365	2,647,775	3,825,893
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis 132,993
		Less: accumulated depreciation (attach schedule)	132,993	132,993	1,950,000
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,958,523	2,944,138	5,939,263
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,958,523	2,944,138
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,958,523	2,944,138
	30	Total liabilities and net assets/fund balances (see instructions).	2,958,523	2,944,138

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,958,523

Enter amount from Part I, line 27a .....................

23,827

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

2,982,350

Decreases not included in line 2 (itemize) bullet

38,212

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,944,138

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	413. INV OPP INTL GRWTH-R6		2017-01-30	2020-02-20
b	486. MFS INTL INTRINSIC VALUE FUND-I		2013-07-31	2020-02-20
c	4037.191 VOYA MIDCAP OPPORTUNITIES-I		2017-01-30	2020-02-20
d	495. VANGUARD M/C GROW INDX-ADM		2015-06-23	2020-02-21
e	820. VANGUARD GROWTH INDEX FD ADM		2012-10-23	2020-02-21
	2072.52695 FED HERM TTL RTRN BND-INST		2011-06-02	2020-03-18
	957.47305 FED HERM TTL RTRN BND-INST		2012-10-23	2020-03-18
	1310.70588 FED HERM ULTRA SHRT BND-INST		2017-01-30	2020-03-18
	4044.29412 FED HERM ULTRA SHRT BND-INST		2017-01-30	2020-03-18
	1159.48387 LORD ABBETT SHRT DUR INC-I		2011-06-02	2020-03-18
	7533.51613 LORD ABBETT SHRT DUR INC-I		2011-06-02	2020-03-18
	1876.88636 PIMCO GLOBAL BD USD HEDGE-IN		2017-01-30	2020-03-18
	485.11364 PIMCO GLOBAL BD USD HEDGE-IN		2017-01-30	2020-03-18
	2184. PIMCO INCOME FUND-INS		2017-01-30	2020-03-18
	3632. THORNBURG LTD TRM INC-I		2018-03-29	2020-03-18
	437.96146 WESTERN ASSET CORE PLUS BOND FUND-IS		2013-08-16	2020-03-18
	3805.03854 WESTERN ASSET CORE PLUS BOND FUND-IS		2013-08-16	2020-03-18
	5106.621 INV OPP INTL GRWTH-R6		2013-07-31	2020-06-02
	4745.884 MFS INTL INTRINSIC VALUE FUND-I		2013-07-31	2020-06-02
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	18,523	14,545	3,978
b	23,450	16,014	7,436
c	105,936	87,020	18,916
d	35,803	23,374	12,429
e	83,189	29,681	53,508
	21,886	23,420	-1,534
	10,111	11,062	-951
	11,705	11,927	-222
	36,116	36,803	-687
	4,638	5,357	-719
	30,134	34,805	-4,671
	18,131	18,957	-826
	4,686	4,900	-214
	23,696	26,307	-2,611
	48,160	48,160
	4,800	4,857	-57
	41,703	42,201	-498
	214,070	176,587	37,483
	225,145	156,377	68,768
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790
			16,790

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			3,978
b			7,436
c			18,916
d			12,429
e			53,508
			-1,534
			-951
			-222
			-687
			-719
			-4,671
			-826
			-214
			-2,611

			-57
			-498
			37,483
			68,768

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	213,193
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	4,134
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	4,134
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	4,134
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,996
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,996
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,138
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
FIRST HORIZON BANK	TRUSTEE 2	60,629
4385 POPLAR AVE MEMPHIS,TN38117
ANN MARIE CHARNES	SECRETARY 2	5,000
1661 INTERNATIONAL PLACE DRIVE MEMPHIS,TN38120

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					272,639
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	4,051
d From 2018......	34,056
e From 2019......	33,588
fTotal of lines 3a through e........		71,695
4Qualifying distributions for 2020 from Part
XII, line 4: $ 302,815
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					272,639
e Remaining amount distributed out of corpus		30,176
5 Excess distributions carryover applied to 2020.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		101,871
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		101,871
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	4,051
c Excess from 2018....	34,056
d Excess from 2019....	33,588
e Excess from 2020....	30,176

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
GO LUCY GO FDN C/O KATE KRULL 333 COUNTRYWOOD RD COVINGTON,TN38019	NONE	501(C)(3)	MONTHLY HOPITAL MEALS	15,000
CHRISTIAN BROTHERS UNIVERSITY 650 E PARKWAY S MEMPHIS,TN381045519	NONE	501(C)(3)	SCHOLARSHIPS	25,000
UNIVERSITY OF TN FDN INC 1525 UNIVERSITY AVE KNOXVILLE,TN37921	NONE	501(C)(3)	HEALTH SCIENCE CTR	85,000
UNIVERSITY OF MEMPHIS FOUNDATION ATTN CAROLYN STANLEY 635 NORMAL ST RM 104 MEMPHIS,TN38152	NONE	501(C)(3)	RIVER CITY PTR UNDERGRD	10,000
ARKANSAS ST UNIVERSITY FDN INC PO BOX 1990 STATE UNIVERSITY,AR72467	NONE	501(C)(3)	MASTER OF SCIENCE MURSING	25,000
UAMS FOUNDATION FUND 4301 W MARKHAM ST 716 LITTLE ROCK,AR72205	NONE	501(C)(3)	MASTER OF SCIENCE MURSING	110,000
Total ................................. 3a				270,000

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	70,655
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	46,409
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	213,193
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				330,257

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

bApproved for future payment

Total ................................. 3b

Name of organization DOROTHY SNIDER FOUNDATION TUWC 60-3000466

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	MR AND MRS TIM FISHER P O BOX 112 WYNNE, AR723960112	$ 28,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization DOROTHY SNIDER FOUNDATION TUWC 60-3000466		Employer identification number 52-6120444

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)


Name of organization DOROTHY SNIDER FOUNDATION TUWC 60-3000466			Employer identification number 52-6120444
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
DOMESTIC EQUITY MUTUAL FUNDS
INTL EQUITY MUTUAL FUNDS
TAXABLE FIXED INCOME FUNDS
INTL FIXED INCOME MUTUAL FUNDS
TOTAL FIXED INCOM	1,384,748	1,404,927
TOTAL FQUITIES	1,257,927	2,415,866
OTHER ASSETS	5,100	5,100

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-INCOME	2,250	0		0
Rent and Royalty Expense	4,591

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE	1,709	0		0
FEDERAL ESTIMATES - PRINCIPAL	2,996	0		0
FOREIGN TAXES ON QUALIFIED FOR	846	0		0

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