Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JR HYDE III FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)17 WEST PONTOTOC AVENUE SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEMPHIS, TN38103
A Employer identification number

62-1512725
B Telephone number (see instructions)

(901) 685-3416
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$275,480,068J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,506,102 3,334,450  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,911,633
b Gross sales price for all assets on line 6a 25,330,854
7 Capital gain net income (from Part IV, line 2)... 9,671,322
8 Net short-term capital gain.........  
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)....... Click to see attachment 952,647 544,370  
12 Total. Add lines 1 through 11........ 14,370,382 13,550,142  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 333,680 0   333,680
14 Other employee salaries and wages...... 1,004,378 0   1,004,378
15 Pension plans, employee benefits....... 171,225 0   171,225
16a Legal fees (attach schedule)......... Click to see attachment 6,996 1,056   5,940
b Accounting fees (attach schedule)....... Click to see attachment 18,837 15,070   0
c Other professional fees (attach schedule).... Click to see attachment 260,500 46,071   214,429
17 Interest............... 806,301 761,450   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 349,041 169,208   80,884
19 Depreciation (attach schedule) and depletion... 61,090 0  
20 Occupancy.............. 83,216 0   83,216
21 Travel, conferences, and meetings....... 16,384 0   16,384
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,403,502 2,097,865   117,535
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,515,150 3,090,720   2,027,671
25 Contributions, gifts, grants paid....... 19,467,838 19,467,838
26 Total expenses and disbursements. Add lines 24 and 25 24,982,988 3,090,720   21,495,509
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,612,606
b Net investment income (if negative, enter -0-) 10,459,422
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 10,116,687 151,269 151,269
2 Savings and temporary cash investments......... 15,746,071 7,018,499 7,018,499
3 Accounts receivable bullet10,017,444
Less: allowance for doubtful accounts bullet   12,022,040 10,017,444 10,017,444
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet9,651,068
Less: allowance for doubtful accounts bullet0 10,275,000 Click to see attachment9,651,068 9,651,068
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)....... 15,469,911 Click to see attachment15,469,911 1,012,963
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 176,130,063 Click to see attachment187,109,275 246,217,985
14 Land, buildings, and equipment: basis bullet2,439,922
Less: accumulated depreciation (attach schedule) bullet1,029,082 1,454,889 1,410,840 1,410,840
15 Other assets (describe bullet) Click to see attachment20,833 Click to see attachment20,833 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 241,235,494 230,849,139 275,480,068
Liabilities 17 Accounts payable and accrued expenses..........   226,251
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 4,000,000 Click to see attachment4,000,000
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 4,000,000 4,226,251
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 237,235,494 226,622,888
29 Total net assets or fund balances (see instructions)..... 237,235,494 226,622,888
30 Total liabilities and net assets/fund balances (see instructions). 241,235,494 230,849,139
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
237,235,494
2
Enter amount from Part I, line 27a .....................
2
-10,612,606
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
226,622,888
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
226,622,888
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(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 LTCG-PALLADIAN PARTNERS 2001,LLC P    
b LTCG-SSM PTRS GROWTH EQUITY I, LP P    
c LTCL-GTRP HOLDINGS II, LLC P    
d STCG-KAYNE ANDERSON INFRASTRUCTURE INCOME FUND, LP P    
e LTCL-KAYNE ANDERSON INFRASTRUCTURE INCOME FUND, LP P    
STCG-PALLADIAN PARTNERS IV, LLC P    
LTCL-PALLADIAN PARTNERS IV, LLC P    
SEC 1231-PALLADIAN PARTNERS IV, LLC P    
STCG-PALLADIAN PARTNERS V, LLC P    
LTCL-PALLADIAN PARTNERS V, LLC P    
SEC 1231-PALLADIAN PARTNERS V, LLC P    
STCG-PALLADIAN PARTNERS VIII-A, LLC P    
LTCG-PALLADIAN PARTNERS VIII-A, LLC P    
SEC 1231-PALLADIAN PARTNERS VIII-A, LLC P    
STCG-PALLADIAN PARTNERS IX, LLC P    
LTCG-PALLADIAN PARTNERS IX, LLC P    
SEC 1231-PALLADIAN PARTNERS IX, LLC P    
STCL-ALTIUS ASSOC PRIVATE EQUITY FD, LP P    
LTCG-ALTIUS ASSOC PRIVATE EQUITY FD, LP P    
SEC 1231-ALTIUS ASSOC PRIVATE EQUITY FD, LP P    
STCL-ALTIUS ASSOC PRIVATE EQUITY FD II, LP P    
LTCG-ALTIUS ASSOC PRIVATE EQUITY FD II, LP P    
SEC 1231-ALTIUS ASSOC PRIVATE EQUITY FD II, LP P    
STCG-PITTCO INTRNATL EQUITIES PORTFOLIO, LP P    
LCG-PITTCO INTRNATL EQUITIES PORTFOLIO, LP P    
SEC 1256-PITTCO INTRNATL EQUITIES PORTFOLIO, LP P    
LTCL-TIFF RLTY & RESOURCES III, LLC P    
SEC 1231-TIFF RLTY & RESOURCES III, LLC P    
STCG-SWEETWATER SECONDARIES FUND II, LP P    
LTCG-SWEETWATER SECONDARIES FUND II, LP P    
SEC 1231-SWEETWATER SECONDARIES FUND II, LP P    
LTCG-SSM PTRS GROWTH EQUITY GEN PTRS I, LP P    
STCG-PITTCO HEDGED EQUITIES PORTFOLIO, LP P    
LTCG-PITTCO HEDGED EQUITIES PORTFOLIO, LP P    
SEC 1231-PITTCO HEDGED EQUITIES PORTFOLIO, LP P    
SEC 1256-PITTCO HEDGED EQUITIES PORTFOLIO, LP P    
STCL-PITTCO ABSOLUTE RETURN PORTFOLIO, LP P    
LTCG-PITTCO ABSOLUTE RETURN PORTFOLIO, LP P    
SEC 1231-PITTCO ABSOLUTE RETURN PORTFOLIO, LP P    
SEC 1256-PITTCO ABSOLUTE RETURN PORTFOLIO, LP P    
LTCG-PITTCO ABSOLUTE RETURN PORTFOLIO, LP P    
STCG-PITTCO EMERGING MARKETS PORTFOLIO, LP P    
LTCL-PITTCO EMERGING MARKETS PORTFOLIO, LP P    
SEC 1256-PITTCO EMERGING MARKETS PORTFOLIO, LP P    
STCL-PITTCO GLOBAL MACRO PORTFOLIO, LP P    
LTCL-PITTCO GLOBAL MACRO PORTFOLIO, LP P    
SEC 1256-PITTCO GLOBAL MACRO PORTFOLIO, LP P    
STCG-PITTCO DOMESTIC EQUITIES PORTFOLIO, LP P    
LTCG-PITTCO DOMESTIC EQUITIES PORTFOLIO, LP P    
SEC 1256-PITTCO DOMESTIC EQUITIES PORTFOLIO, LP P    
SEC 1231-PITTCO DOMESTIC EQUITIES PORTFOLIO, LP P    
SALE-GT OFFSHORE B P    
SALE-INVICTUS OPPORTNTY OFFSHORE FEEDER P    
SALE-MAGNETAR OFFSHORE P    
SALE-WELLS FARGO SECURITIES P    
SETTLEMENT FUNDS RECEIVED P    
DISTRIBUTION > BASIS PALLADIAN PTRS 2001, LLC P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,996     1,996
b 190,703     190,703
c     24,400 -24,400
d 8,579,299     8,579,299
e     7,973,186 -7,973,186
248     248
    145,728 -145,728
8,723     8,723
415   783 -368
    207,235 -207,235
402     402
4,382   223 4,159
52,853   3,756 49,097
    5,330 -5,330
1,303   172 1,131
8,215   1,265 6,950
    2 -2
    671 -671
236,329     236,329
259     259
    965 -965
13,413     13,413
    125 -125
52,845     52,845
343,098     343,098
    9,049 -9,049
    157,089 -157,089
319   358 -39
9,639     9,639
51,340     51,340
    110 -110
38,676     38,676
790,188   54,299 735,889
1,074,970   129,913 945,057
    7 -7
12,482     12,482
    494,311 -494,311
224,987     224,987
    1,564 -1,564
787,217   21,029 766,188
2,845     2,845
195,883   41,047 154,836
    366,690 -366,690
7,928     7,928
    60,540 -60,540
    78,048 -78,048
357,199     357,199
742,544   434 742,110
1,227,807   401 1,227,406
77,403     77,403
    480 -480
10,000,000   5,727,347 4,272,653
174,721   135,581 39,140
746   478 268
22,230   16,916 5,314
219     219
37,028     37,028
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       1,996
b       190,703
c       -24,400
d       8,579,299
e       -7,973,186
      248
      -145,728
      8,723
      -368
      -207,235
      402
      4,159
      49,097
      -5,330
      1,131
      6,950
      -2
      -671
      236,329
      259
      -965
      13,413
      -125
      52,845
      343,098
      -9,049
      -157,089
      -39
      9,639
      51,340
      -110
      38,676
      735,889
      945,057
      -7
      12,482
      -494,311
      224,987
      -1,564
      766,188
      2,845
      154,836
      -366,690
      7,928
      -60,540
      -78,048
      357,199
      742,110
      1,227,406
      77,403
      -480
      4,272,653
      39,140
      268
      5,314
      219
      37,028
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 9,671,322
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 145,386
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........................... 3 145,386
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- ..... 5 145,386
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 632,467
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 632,467
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 487,081
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet487,081 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HYDEFOUNDATION.ORG
    14
    The books are in care ofbulletCORIE RIVERS Telephone no.bullet (901) 685-3416

    Located atbullet17 WEST PONTOTOC AVENUE SUITE 100MEMPHISTN ZIP+4bullet38103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TERESA SLOYAN PRESIDENT
    40.00     		298,205 21,117 0
    17 WEST PONTOTOC AVENUE SUITE 200
    MEMPHIS,TN38103
    BARBARA R HYDE CHAIRMAN/CEO
    5.00     		35,475 26,114 0
    17 WEST PONTOTOC AVENUE SUITE 200
    MEMPHIS,TN38103
    JOHN H PONTIUS TREASURER
    2.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    LORIE JERNIGAN SECRETARY
    2.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    CORIE RIVERS ASST SECRETARY
    2.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    JOSEPH R HYDE III DIRECTOR
    5.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 200
    MEMPHIS,TN38103
    ALLEN B HYDE DIRECTOR
    0.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    MARGARET E HYDE DIRECTOR
    0.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    SUSANNAH HYDE DIRECTOR
    0.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    WILLIAM C RHODES III DIRECTOR
    0.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    CHARLES T TUGGLE JR DIRECTOR
    0.00     		0 0 0
    17 WEST PONTOTOC AVENUE SUITE 100
    MEMPHIS,TN38103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (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
    LAUREN TAYLOR VP-PROGRAMS & LEARNI
    40.00     		224,481 29,800 0
    17 W PONTOTOC AVE SUITE 200
    MEMPHIS,TN38103
    HOLLY COLEMAN PROGRAM DIRECTOR-EDU
    40.00     		180,762 15,419 0
    17 W PONTOTOC AVE SUITE 200
    MEMPHIS,TN38103
    KIMBERLY TOBIN EXECUTIVE ASSISTANT
    40.00     		87,567 28,170 0
    17 W PONTOTOC AVE SUITE 200
    MEMPHIS,TN38103
    IAN NUNLEY PROGRAM OFFICER-VIBR
    40.00     		92,470 11,841 0
    17 W PONTOTOC AVE SUITE 200
    MEMPHIS,TN38103
    RACHEL KNOX SENIOR PROGRAM OFFIC
    40.00     		85,157 11,092 0
    17 W PONTOTOC AVE SUITE 200
    MEMPHIS,TN38103
    Total number of other employees paid over $50,000...................bullet 2
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    P3 CONSULTING LLC EDUCATION CONSULTANT 120,000
    401 CHURCH STREET SUITE 2500
    NASHVILLE,TN37219
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part IX-A
    Summary of Direct Charitable Activities
    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 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    879,319
    b
    Average of monthly cash balances.......................
    1b
    19,706,544
    c
    Fair market value of all other assets (see instructions)................
    1c
    224,368,034
    d
    Total (add lines 1a, b, and c).........................
    1d
    244,953,897
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    244,953,897
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,674,308
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    241,279,589
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    12,063,979
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    12,063,979
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    145,386
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    64,607
    c
    Add lines 2a and 2b............................
    2c
    209,993
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    11,853,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    11,853,986
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    11,853,986
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    21,495,509
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    21,495,509
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    21,495,509
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 11,853,986
    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...... 2,024,372
    b From 2016...... 3,098,998
    c From 2017...... 14,932,269
    d From 2018...... 10,835,983
    e From 2019...... 12,872,793
    fTotal of lines 3a through e........ 43,764,415
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 21,495,509
    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..... 11,853,986
    e Remaining amount distributed out of corpus 9,641,523
    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 53,405,938
    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) ...     		2,024,372
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		51,381,566
    10 Analysis of line 9:
    a Excess from 2016.... 3,098,998
    b Excess from 2017.... 14,932,269
    c Excess from 2018.... 10,835,983
    d Excess from 2019.... 12,872,793
    e Excess from 2020.... 9,641,523
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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
             
    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          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JOSEPH R HYDE III
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    JOSEPH R HYDE III
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAUREN JENKINS
    17 WEST PONTOTOC AVENUE SUITE 200
    MEMPHIS,TN38103
    (901) 685-3409
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS MUST BE SUBMITTED ONLINE AT: WWW.HYDEFOUNDATION.ORG
    cAny submission deadlines:
    3/1, 6/1, 9/1, & 12/1; SEE THE WEBSITE AT WWW.HYDEFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO 501(C)(3) ORGANIZATIONS PRIMARILY IN TN, WITH A STRONG EMPHASIS ON MEMPHIS. NO GRANTS ARE MADE TO INDIVIDUALS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    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)
    aPaid during the year
    PROJECT TRANSFORMATION TENNESSEE
    1008 19TH AVENUE SOUTH
    NASHVILLE,TN37212     		  PC GENERAL OPERATING SUPPORT 500
    ALLIANCE FOR A HEALTHIER GENERATION
    1028 SE WATER AVENUE SUITE 215
    PORTLAND,OR97214     		  PC GENERAL OPERATING SUPPORT 5,000
    TNACHIEVES
    10427 PETSAFE WAY
    KNOXVILLE,TN37932     		  PC SUPPORT FOR THE SUMMER INSTITUTE & COMPLETE COACHING PROGRAM IN SHELBY COUNTY 50,000
    LEBONHEUR CLUB INC
    1047 CRESTHAVEN
    MEMPHIS,TN38119     		  PC GENERAL OPERATING SUPPORT 2,500
    ASPEN PUBLIC RADIO
    110 EAST HALLAM ST SUITE 13
    ASPEN,CO81611     		  PC GENERAL OPERATING SUPPORT 75
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1101 CONNECTICUT AVE NW SUITE 220
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 20,000
    MEMPHIS SLIM COLLABORATORY
    1130 COLLEGE STREET
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 25,000
    WINDWARD SCHOOL
    11350 PALMS ROAD
    LOS ANGELES,CA90066     		  PC SUPPORT FOR THE WINDWARD FUND 5,000
    SOUTH CITY OPPORTUNITY
    1174 FOUNTAIN COURT
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 40,000
    WILDWOOD SCHOOL INC
    11811 OLYMPIC BLVD
    LOS ANGELES,CA90064     		  PC SUPPORT FOR THE WILDWOOD FUND 2,000
    COMMUNITY LIFT
    119 SOUTH COURT AVENUE SUITE 100
    MEMPHIS,TN38103     		  PC SUPPORT FOR GENERAL OPERATIONS, COMMUNITY DEVELOPMENT SECTOR CAPACITY-BUILDING 160,000
    TENNESSEE STATE COLLABORATIVE
    1207 18TH AVENUE SOUTH STE 326
    NASHVILLE,TN37212     		  PC GENERAL OPERATING SUPPORT 150,000
    PEREA ELEMENTARY SCHOOL
    1250 VOLLENTINE AVENUE
    MEMPHIS,TN38107     		  PC GENERAL OPERATING SUPPORT 21,601
    BELIEVE MEMPHIS ACADEMY
    1250 VOLLINTINE AVENUE 2ND FLOOR
    MEMPHIS,TN38107     		  PC SUPPORT FOR MIDDLE GRADES LITERACY INTERVENTION 37,500
    ALLMEMPHIS
    13150 CONCOURSE AVENUE SUITE 434
    MEMPHIS,TN38104     		  PC SUPPORT FOR ALLMEMPHIS ENHANCEMENTS TO CKLA AT PROMISE ACADEMY 50,000
    COMMUNITY PARTNERS
    1330 FACTORY PLACE UNIT F104
    LOS ANGELES,CA90013     		  PC GENERAL OPERATING SUPPORT 10,000
    THE ASPEN INSTITUTE
    1333 NEW HAMPSHIRE AVENUE NW SUITE
    1070
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 3,500
    CROSSTOWN RADIO PARTNERSHIP
    1350 CONCOURSE AVE SUITE 160
    MEMPHIS,TN38104     		  PC SUPPORT FOR WYXR 91.7 FM 2,500
    BEALE STREET CARAVAN INC
    1350 CONCOURSE AVENUE STE 280
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 50,000
    CHURCH HEALTH CENTER
    1350 CONCOURSE AVENUE SUITE 142
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 30,600
    MEMPHIS EDUCATION FUND
    1350 CONCOURSE AVENUE SUITE 434
    MEMPHIS,TN38104     		  PC SUPPORT FOR ADVOCACY & GENERAL OPERATIONS 2,244,675
    TEACH FOR AMERICA
    1350 CONCOURSE AVENUE SUITE 437
    MEMPHIS,TN38104     		  PC SUPPORT FOR THE EDUCATIONAL LEADERSHIP PIPELINE 315,000
    FOCUS KIDS
    140 RIVER OAK LANE
    BASALT,CO81621     		  PC SUPPORT FOR THE FAMILY STRESS RELIEF FUND 5,000
    UNITED WAY OF THE MID-SOUTH
    1407 UNION AVENUE
    MEMPHIS,TN38174     		  PC GENERAL OPERATING SUPPORT 25,000
    THE WESTMINISTER SCHOOLS
    1424 WEST PACES FERRY ROAD NW
    ATLANTA,GA30327     		  PC GENERAL OPERATING SUPPORT 15,000
    THE WORKS INC
    1471 GENESIS CIRCLE
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 1,300
    MEMPHIS COLLEGE PREPARATORY SCHOOL
    1500 DUNN AVENUE
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 6,000
    MEMPHIS ARTISTS FOR CHANGE
    1540 NETHERWOOD AVENUE
    MEMPHIS,TN38106     		  PC SPONSORSHIP OF DREAMFEST WEEKEND 1,500
    BLDG MEMPHIS
    1548 POPLAR AVENUE
    MEMPHIS,TN38104     		  PC SUPPORT FOR GENERAL OPERATIONS & SPARCC MATCH 75,000
    TRANSCEND INC
    159 LINCOLN AVENUE
    HASTINGSONHUDSON,NY10706     		  PC SUPPORT FOR COVID-19 SCHOOL RE-ENTRY PLANNING 20,000
    REGION SMART INC
    1611 VINTON AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 40,300
    PEAK GRANTMAKING
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006     		  PC SUPPORT FOR CKLA INSTRUCTIONAL MATERIALS 3,000
    MEMPHIS THEOLOGICAL SEMINARY
    168 EAST PARKWAY SOUTH
    MEMPHIS,TN38104     		  PC SPONSORSHIP OF THE STARKS DINNER IN HONOR OF DR. BEVERLY ROBERTSON 250
    CATHEDRAL OF THE IMMACULATE CONCEPTION
    1695 CENTRAL AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 1,500
    PASS THRU-PITTCO DOMESTIC EQUITIES PORTFOLIO LP PER K-1
    17 WEST PONTOTOC
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER PITTCO DOMESTIC EQUITIES PORTFOLIO, LP K-1. 26
    PASS THRU-PITTCO ABSOLUTE RETURN PORTFOLIO LP PER K-1
    17 WEST PONTOTOC
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER PITTCO ABSOLUTE RETURN PORTFOLIO, LP K-1. 6
    PASS-THRU-ALTIUS ASSOC PRIVATE EQUITY FD LP PER K-1
    17 WEST PONTOTOC
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER ALTIUS ASSOCIATES PRIVATE EQUITY FUND, LP K-1. 1
    PASS-THRU-ALTIUS ASSOC PRIVATE EQUITY FD II LP PER K-1
    17 WEST PONTOTOC
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER ALTIUS ASSOC PRIVATE EQUITY FD II, LP K-1. 4
    PASS THRU-PITTCO HEDGED EQUITIES PORTFOLIO LP PER K-1
    17 WEST PONTOTOC
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER PITTCO HEDGED EQUITIES PORTFOLIO, LP K-1. 43
    CITY PARKS ALLIANCE INC
    1725 I STREET NW SUITE 900
    WASHINGTON,DC20006     		  PC GENERAL OPERATING SUPPORT 7,500
    IDLEWILD PRESBYTERIAN CHURCH
    1750 UNION AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 2,500
    PASS THRU-KAYNE ANDERSON INFRASTRUCTURE INCOME FUND LP PER K-1
    1800 AVENUE OF THE AMERICAS 3RD
    FLOOR
    LOS ANGELES,CA90067     		NONE PC CHARITABLE CONTRIBUTIONS PER KAYNE ANDERSON INFRASTRUCTURE INCOME FUND, LP K-1. 14
    IGLESIA BAUTISTA LA BUENA
    1820 HARTLAND STREET
    MEMPHIS,TN38128     		  PC GENERAL OPERATING SUPPORT 2,300
    CLEAN MEMPHIS
    1859 MADISON AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 10,000
    COMMUNITY FOUNDATION OF GREATER MEMPHIS
    1900 UNION AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 150,000
    INDIE MEMPHIS
    1910 MADISON 632
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 30,000
    OVERTON PARK CONSERVANCY
    1914 POPLAR AVENUE SUITE 202
    MEMPHIS,TN38104     		  PC ADDITIONAL SUPPORT FOR U3 ADVISORS' WORK ON PHASE 2 OF BROOKS/RUST HALL REUSE 93,445
    FRIENDS OF THE LEVITT PAVILION
    1930 POPLAR AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 2,150
    MEMPHIS BROOKS MUSEUM OF ART
    1934 POPLAR AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 5,205,634
    MEMPHIS MUSIC INITIATIVE
    198 DR MLK JR AVENUE
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 300
    MEMPHIS EQUITY THROUGH ARTS
    198 DR MARTIN LUTHER KING JR AVENUE
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 100,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		  PC GENERAL OPERATING SUPPORT 300
    RHODES COLLEGE
    2000 NORTH PARKWAY
    MEMPHIS,TN38112     		  PC GENERAL OPERATING SUPPORT 27,000
    SOUTHEAST COMMUNITY CAPITAL
    201 VENTURE CIRCLE
    NASHVILLE,TN37228     		  PC STARTUP SUPPORT FOR MEM MEDICAL DISTRICT INV FUND 100,000
    ST LOUIS CATHOLIC CHURCH
    203 SOUTH WHITE STATION ROAD
    MEMPHIS,TN38117     		  PC GENERAL OPERATING SUPPORT 700
    CHILD EVANGELISM FELLOWSHIP INC
    2091 LEE PLACE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 200
    BALLET MEMPHIS
    2144 MADISON AVENUE
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 305,000
    MEMPHIS TOMORROW
    22 NORTH FRONT STREET 670
    MEMPHIS,TN38103     		  PC 2020 MEMBERSHIP RENEWAL 50,000
    MEMPHIS REGIONAL CHAMBER FOUNDATION
    22 NORTH FRONT STREET SUITE 200
    MEMPHIS,TN38103     		  PC SUPPORT FOR GENERAL OPERATIONS AND THE CHAIRMAN'S CIRCLE FY20 150,000
    NEW MEMPHIS INSTITUTE
    22 NORTH FRONT STREET SUITE 500
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 190,000
    MEMPHIS RIVER PARKS PARTNERSHIP
    22 NORTH FRONT STREET SUITE 960
    MEMPHIS,TN38103     		  PC CAPITAL CAMPAIGN SUPPORT 2,004,000
    THE COLLECTIVE (CLTV)
    2234 LAMAR AVENUE
    MEMPHIS,TN38114     		  PC GENERAL OPERATING SUPPORT 25,950
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601     		  PC GENERAL OPERATING SUPPORT 500
    COMMUNITY LEGAL CENTER
    243 ADAMS AVENUE
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 3,000
    GRACE ST LUKE'S EPISCOPAL SCHOOL
    246 BELVEDERE BOULEVARD
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 1,500
    GO CAMPAIGN
    2461 SANTA MONICA BLVD 437
    SANTA MONICA,CA90404     		  PC GENERAL OPERATING SUPPORT 15,000
    COLLAGE DANCE COLLECTIVE INC
    2497 BROAD AVENUE
    MEMPHIS,TN38112     		  PC GENERAL OPERATIONS SUPPORT: CAPITAL CAMPAIGN 175,000
    CARPENTER ART GARDEN
    264 ROSE ROAD MEMPHIS
    MEMPHIS,TN38117     		  PC GENERAL OPERATING SUPPORT 1,050
    THE BORGEN PROJECT
    2661 NORTH PEARL ST PMB442
    TACOMA,WA98407     		  PC GENERAL OPERATING SUPPORT 25
    COMMUNITIES IN SCHOOLS OF MEMPHIS
    2714 UNION AVENUE EXT SUITE 22
    MEMPHIS,TN38112     		  PC HFF CHRONIC ABSENTEEISM PILOT 273,000
    UNITED HOUSING INC
    2750 COLONY PARK DRIVE
    MEMPHIS,TN38118     		  PC SUPPORT FOR THE WELCOME HOME MEMPHIS INITITATIVE 25,000
    NEW LEADERS INC
    30 WEST 26TH STREET 2ND FLOOR
    NEW YORK,NY10010     		  PC GENERAL OPERATING SUPPORT 550,000
    MEMPHIS LIBRARY FOUNDATION
    3030 POPLAR AVENUE
    MEMPHIS,TN38111     		  PC GENERAL OPERATING SUPPORT 50
    THE METHODIST HOME FOR CHILDREN
    304 PIERCE AVENUE
    MACON,GA31204     		  PC GENERAL OPERATING SUPPORT 250
    ONE CITY CHURCH
    3100 S HOUSTON LEVEE ROAD
    COLLIERVILLE,TN38017     		  PC GENERAL OPERATING SUPPORT 2,400
    MEMPHIS SYMPHONY ORCHESTRA
    3100 WALNUT GROVE SUITE 501
    MEMPHIS,TN38111     		  PC CIRCLE OF FRIENDS MEMBERSHIP RENEWAL 51,000
    DUKE UNIVERSITY
    311 FINCH-YEAGER BUILDING BOX 90542
    DURHAM,NC27708     		  PC SUPPORT FOR THE ANNUAL FUND 10,000
    TISBEST PHILANTHROPY
    317 S BENNETT STREET SUITE 201
    SEATTLE,WA98108     		  PC GENERAL OPERATING SUPPORT 15,600
    ALZHEIMER'S & DEMENTIA SVCS
    3185 HICKORY HILL ROAD
    MEMPHIS,TN38115     		  PC GENERAL OPERATING SUPPORT 2,500
    THE UNIVERSITY OF MEMPHIS FDN
    325 BROWNING HALL
    MEMPHIS,TN38152     		  PC START-UP SUPPORT FOR THE RIVER CITY PARTNERSHIP 95,000
    ALZHEIMER'S DISEASE RESEARCH FOUNDATION
    34 WASHINGTON ST SUITE 310
    WELLESLEY HILLS,MA02481     		  PC GENERAL OPERATING SUPPORT 200
    SAMARITAN COUNSELING CENTER
    35 S AUBURNDALE STREET
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 1,000
    ACHIEVEMENT FIRST
    370 JAMES STREET SUITE 404
    NEW HAVEN,CT06513     		  PC SUPPORT FOR THE ACHIEVEMENT FIRST MEMPHIS PARTNERSHIP FOR SY20-21 25,000
    METAL MUSEUM
    374 METAL MUSEUM DRIVE
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 35,000
    ANIMAL PROTECTION ASSOCIATION
    3787 SUMMER AVENUE
    MEMPHIS,TN38122     		  PC GENERAL OPERATING SUPPORT 250
    AURORA COLLEGIATE ACADEMY INC
    3804 GIVEN AVENUE
    MEMPHIS,TN38122     		  PC HFF CHRONIC ABSENTEEISM FOLLOW-UP SUPPORT 51,000
    ST MICHAEL CHURCH
    3848 FOREST AVENUE
    MEMPHIS,TN38122     		  PC GENERAL OPERATING SUPPORT 1,254
    MID-SOUTH FOOD BANK
    3865 SOUTH PERKINS ROAD
    MEMPHIS,TN38118     		  PC GENERAL OPERATING SUPPORT 1,154
    THE WOMEN'S FOUNDATION
    40 SOUTH MAIN STREET SUITE 2280
    MEMPHIS,TN38103     		  PC 2019-20 CHALLENGE GRANT 70,000
    RELAY GRADUATE SCHOOL OF EDUCATION
    40 W 20TH STREET 6TH FLOOR
    NEW YORK,NY10011     		  PC YEAR 2 OF THE MEMPHIS INSTRUCTIONAL LEADERSHIP PROFESSIONAL DEVELOPMENT PROGRAM 40,000
    ASSOCIATION OF BLACK FDTN EXECUTIVES
    42 BROADWAY 20TH FLOOR
    NEW YORK,NY10004     		  PC GENERAL OPERATING SUPPORT 200
    URBANART COMMISSION
    422 NORTH CLEVELAND STREET
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 50,000
    MEMPHIS FOURTH ESTATE INC
    429 NORTH MAIN STREET
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 50,000
    CARLTHORP SCHOOL
    438 SAN VINCENTE BLVD
    SANTA MONICA,CA90402     		  PC GENERAL OPERATING SUPPORT 2,000
    NATIONAL CIVIL RIGHTS MUSEUM
    450 MULBERRY STREET
    MEMPHIS,TN38103     		  PC SUPPORT FOR GENERAL OPERATIONS & THE FREEDOM KEEPER FUND 210,000
    WESLEY GLEN MINISTRIES INC
    4580 NORTH MUNFORD ROAD
    MACON,GA31210     		  PC GENERAL OPERATING SUPPORT 250
    CHURCH OF THE HOLY COMMUNION
    4645 WALNUT GROVE ROAD
    MEMPHIS,TN38117     		  PC GENERAL OPERATING SUPPORT 2,500
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		  PC GENERAL OPERATING SUPPORT 50
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC GENERAL OPERATING SUPPORT 500
    AMERICAN CANCER SOCIETY
    5135 COVINGTON WAY STE 1
    MEMPHIS,TN38134     		  PC SPONSORSHIP OF THE IMAGINE BALL 2,500
    MAYORS INSTITUTE FOR EXCELLENCE
    516 TENNESSEE STREET SUITE 223
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 65,000
    BLOOM INC
    516 TENNESSEE STREET SUITE 413
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 80,000
    MEMPHIS CHALLENGE
    516 TENNESSEE STREET SUITE 422
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 120,000
    OGLALA LAKOTA COLLEGE
    537 PIYA WICONI ROAD
    KYLE,SD57752     		  PC GENERAL OPERATING SUPPORT 42
    IN OUR BACKYARDS INC
    540 PRESIDENT STREET 3RD FLOOR
    BROOKLYN,NY11215     		  PC GENERAL OPERATING SUPPORT FOR IOBY MEMPHIS 40,000
    WESLEYAN SCHOOL
    5405 SPALDING DRIVE
    NORCROSS,GA30092     		  PC GENERAL OPERATING SUPPORT 1,000
    MEMPHIS BRAND OFFICE
    56 SOUTH FRONT STREET 3RD FLOOR
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 250,000
    ARTSMEMPHIS
    575 SOUTH MENDENHALL
    MEMPHIS,TN38117     		  PC GENERAL OPERATING SUPPORT 160,550
    ST MARY'S EPISCOPAL SCHOOL
    60 PERKINS EXTENDED
    MEMPHIS,TN38117     		  PC ANNUAL FUND SUPPORT 327,500
    MEMPHIS SHELBYCRIME COMMISSION
    600 JEFFERSON AVENUE SUITE 400
    MEMPHIS,TN38105     		  PC GENERAL OPERATING SUPPORT 300,000
    MUSIC EXPORT MEMPHIS
    600 MONROE AVE SUITE 103
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 26,800
    INSTRUCTION PARTNERS
    604 GALLATI AVE 202
    NASHVILLE,TN37206     		  PC SUPPORT FOR COVID-10 SCHOOL REENTRY PLANNING 20,475
    NEW DAY SCHOOLS INC
    61 NORTH MCLEAN BLVD
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 300,500
    MEMPHIS UNIVERSITY SCHOOL
    6191 PARK AVENUE
    MEMPHIS,TN38119     		  PC SUPPORT FOR FACULTY AWARDS 23,000
    MOMENTUM NONPROFIT PARTNERS
    630 S COOPER STREET
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 200,300
    MASLOW DEVELOPMENT INC
    6374 SOUTH MASSEY HILL DRIVE
    MEMPHIS,TN38120     		  PC SUPPORT FOR THE MASLOW LIGHTHOUSE PROJECT 200,000
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ LANE
    DALLAS,TX75205     		  PC SUPPORT FOR AN ARTS VIBRANCY DATA REPORT UPDATE 5,000
    CHRISTIAN BROTHERS UNIVERSITY
    650 EAST PARKWAY SOUTH
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 2,500
    FACING HISTORY & OURSELVES
    650 EAST PARKWAY SOUTH
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 50,000
    MEMPHIS MEDICAL DISTRICT COLLABORATIVE
    656 MADISON AVENUE
    MEMPHIS,TN38103     		  PC SUPPORT FOR MEDICAL DISTRICT ANCHOR STRATEGY 593,268
    HATTILOO THEATRE -
    656 MARSHALL AVENUE
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 75,000
    PLAYHOUSE ON THE SQUARE
    66 SOUTH COOPER STREET
    MEMPHIS,TN38104     		  PC GENERAL OPERATING SUPPORT 50,000
    PASS THRU-SWEETWATER SECONDARIES FUND II LP-PER K-1
    662 ENCINITAX BLVD STE 230
    ENCINITAS,CA92024     		NONE PC CHARITABLE CONTRIBUTIONS PER SWEETWATER SECONDARIES FUND II, LP K-1. 3
    OPERA MEMPHIS
    6745 WOLF RIVER PARKWAY
    MEMPHIS,TN38120     		  PC GENERAL OPERATING SUPPORT 51,000
    SHELBY FARMS PARK CONSERVANCY
    6903 GREAT VIEW DRIVE NORTH
    MEMPHIS,TN38134     		  PC GENERAL OPERATING SUPPORT 181,000
    LIFE FELLOWSHIP CHURCH
    7665 DAVIDSON ROAD
    OLIVE BRANCH,MS38654     		  PC GENERAL OPERATING SUPPORT 2,500
    TREK-X INC
    805 S GLYNN STREET SUITE 127
    FAYETTEVILLE,GA30214     		  PC GENERAL OPERATING SUPPORT 5,000
    ROSWELL UNITED METHODIST CHURCH
    814 MINOSA BLVD
    ROSWELL,GA30075     		  PC GENERAL OPERATING SUPPORT 1,850
    ST FRANCIS OF ASSISI CATHOLIC CHURCH
    8151 CHIMMNEYROCK BLVD
    CORDOVA,TN38016     		  PC GENERAL OPERATING SUPPORT 250
    UNCOMMON SCHOOLS INC
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		  PC SUPPORT FOR YEAR 2 OF THE TEACH LIKE A CHAMPION MEMPHIS PARTNERSHIP 113,200
    MEMPHIS MERIT ACADEMY
    8460 KAMIN LANE
    MEMPHIS,TN38125     		  PC SUPPORT FOR GUIDED READING LIBRARIES & CONTINUED K-2 LITERACY TRAINING 67,500
    KNOWLEDGE QUEST
    858 SOUTH FOURTH STREET
    MEMPHIS,TN38126     		  PC GENERAL OPERATING SUPPORT 500
    VOLUNTEER ODYSSEY
    88 UNION AVENUE SUITE 200
    MEMPHIS,TN38103     		  PC GENERAL OPERATING SUPPORT 50,000
    BIRMINGHAM-SOUTHERN COLLEGE
    900 ARKADELPHIA ROAD
    BIRMINGHAM,AL35254     		  PC GENERAL OPERATING SUPPORT 2,500
    VIBRANT MEMPHIS INC DBA EPICE
    902 SOUTH COOPER STREET
    MEMPHIS,TN38104     		  PC SUPPORT FOR THE FORMATION FUND & GENERAL OPERATIONS 750,000
    SOUTHERN REINS CTR FOR EQUINE
    916 BILLY BRYANT ROAD
    COLLIERVILLE,TN38017     		  PC GENERAL OPERATING SUPPORT 5,000
    MEMPHIS BLACK ARTS ALLIANCE INC
    985 SOUTH BELLEVUE BLVD
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 15,000
    PASS THRU-PALLADIAN PARTNERS VIII-A LP PER K-1
    ONE COMMERCE SQUARE SUITE 1900
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS FROM PALLADIAN PARTNERS VIII-A, LP K-1. 23
    PASS THRU-PALLADIAN PARTNERS V LLC PER K-1
    ONE COMMERCE SQUARE SUITE 1900
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER PALLADIAN PARTNERS V, LLC K-1. 292
    PASS THRU-PALLADIAN PARTNERS IV LLC PER K-1
    ONE COMMERCE SQUARE SUITE 1900
    MEMPHIS,TN38103     		NONE PC CHARITABLE CONTRIBUTIONS PER PALLADIAN PARTNERS IV, LLC K-1. 3
    HIGHER EDUCATION WORKS FOUNDATION
    PO BOX 10463
    RALEIGH,NC27605     		  PC GENERAL OPERATING SUPPORT 5,000
    WOLF RIVER CONSERVANCY
    PO BOX 11031
    MEMPHIS,TN38111     		  PC SUPPORT FOR PHASE II OF THE WOLF RIVER GREENWAY CAPITAL CAMPAIGN 750,000
    IRIS ORCHESTRA INC
    PO BOX 11809
    MEMPHIS,TN38111     		  PC GENERAL OPERATING SUPPORT 70,000
    PRIZM ENSEMBLE
    PO BOX 171361
    MEMPHIS,TN38187     		  PC GENERAL OPERATING SUPPORT 30,000
    ARIZONA STATE UNIVERSITY FOUND
    PO BOX 2260
    TEMPE,AZ85280     		  PC SUPPORT FOR HOMER INITIATIVE RESEARCH 200,000
    WWEV VICTORY 915
    PO BOX 248
    CUMMINGS,GA30028     		  PC GENERAL OPERATING SUPPORT 975
    EDUCATION PIONEERS INC
    PO BOX 28293
    SAN JOSE,CA95159     		  PC SUPPORT TO DEVELOP & ADVANCE MEMPHIS EDUCATION LEADERSHIP 75,000
    UNIVERSITY OF NORTH CAROLINA
    PO BOX 309
    HILL,NC27514     		  PC GENERAL OPERATING SUPPORT 552,000
    METROPOLITAN INTER-FAITH ASSOCIATION
    PO BOX 3130
    MEMPHIS,TN38106     		  PC GENERAL OPERATING SUPPORT 2,500
    DOROTHY DAY HOUSE OF HOSPITALITY
    PO BOX 40269
    MEMPHIS,TN38174     		  PC GENERAL OPERATING SUPPORT 100
    SOUTHERN COMM VOLUNTEERS INC
    PO BOX 40952
    MEMPHIS,TN38174     		  PC GENERAL OPERATING SUPPORT 1,050
    A STEP AHEAD FOUNDATION INC
    PO BOX 41601
    MEMPHIS,TN38174     		  PC GENERAL OPERATING SUPPORT 3,500
    WOUNDED WARRIOR PROJECT INC
    PO BOX 758517
    TOPEKA,KS66675     		  PC GENERAL OPERATING SUPPORT 550
    SOCIETY OF ENTREPRENEURS
    PO BOX 770839
    MEMPHIS,TN38177     		  PC GENERAL OPERATING SUPPORT 500
    Total .................................bullet 3a 19,467,838
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    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
    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 ...........     		    14    
    4 Dividends and interest from securities.... 900099 161,715 14 3,334,450 9,937
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900099 408,277 14 544,370  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 240,311 18 9,671,322  
    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).. 810,303 13,550,142 9,937
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    14,370,382
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 TAX EXEMPT INTEREST INCOME EXCLUDED UNDER IRC SECTION 103 = 9,937
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX ACCOUNTANT FEES & EXPENSES 18,837 18,837   0
    LESS: TAX FEES/EXPENSES-990-T 0 -3,767   0

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Category Amount
    NONE 0

    TY 2020 GeneralExplanationAttachment
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VII-A, QUESTION 11 NAME OF CONTROLLED ENTITY ADDRESS EMPLOYER ID # EXCESS BUSINESS HOLDINGDF RESIDENTIAL FNDN, LLC 14701 PHILIPS HIGHWAY, SUITE 300 83-3519232 NO JACKSONVILLE, FL 32256 LIGHTHOUSE COMMUNITY 17 WEST PONTOTOC, SUITE 100 85-4308769 NOECOSYSTEM, LLC MEMPHIS, TN 38103

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOTHAM ABSOLUTE RETURN FUND 658,662 738,867
    ONCTERNAL THERAPEUTICS INC 14,811,249 274,096

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTIUS ASSOC PRVT EQTY FD II AT COST 304,937 417,700
    ALTIUS ASSOC PRVT EQTY FUND LP AT COST 1,567,556 2,137,880
    ELLIOTT INTERNATIONAL LIMITED AT COST 5,000,000 5,733,195
    GT OFFSHORE FUND, LTD.-CLASS A AT COST 15,588,701 25,402,876
    GT OFFSHORE FUND, LTD.-CLASS B AT COST 13,605,929 25,798,323
    GT REAL PROPERTY HLDNGS II,LLC AT COST 34,005 45,223
    INVICTUS OPPORTUNITY OFFSHORE FEEDER FUND AT COST 1,019,190 1,481,683
    MAGNETAR OFFSHORE FUND AT COST 5,740 9,572
    MOON CAPITAL GLOBAL EQUITY AT COST 68,552 54,671
    PALLADIAN PARTNERS 2001, LLC AT COST 0 67,662
    PALLADIAN PARTNERS IV, LLC AT COST 215,214 141,099
    PALLADIAN PARTNERS V, LLC AT COST 890,842 1,139,328
    PALLADIAN PARTNERS VIII-A, LP AT COST 1,004,198 1,913,203
    PITTCO DOMESTIC EQUITIES PORTFOLIO LP AT COST 36,425,518 52,842,614
    PITTCO EMERGING MARKETS PORTFOLIO, LP AT COST 20,052,435 24,106,959
    PITTCO GLOBAL MACRO/CTA PORTFOLIO, LP AT COST 7,463,305 7,811,796
    PITTCO INTERNATIONAL EQUITIES PORTFOLIO, LP AT COST 28,559,172 31,091,589
    SSM GROWTH EQUITY GENERAL PARTNERS I AT COST 91,093 91,093
    SSM PARTERS GROWTH EQUITY I, LP AT COST 1,011,530 1,229,961
    SSM VENTURE PARTNERS III, LP AT COST 206,562 38,532
    TIFF REALTY/RESOURCES III, LLC AT COST 324,586 220,239
    WOLF RIVER BONDS - WELLS FARGO AT COST 1,839,548 2,596,990
    PALLADIAN PARTNERS IX, LP AT COST 430,591 614,526
    INVICTUS OPPORTUNITY FUND II AT COST 753,260 724,354
    ALLDALE MINERALS IV, LP AT COST 1,241,115 1,012,742
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP AT COST 17,356,015 18,199,022
    PITTCO HEDGED EQUITIES PORTFOLIO, LP AT COST 19,279,291 26,737,490
    SSM PARTNERS GROWTH EQUITY III, LP AT COST 807,692 802,148
    DF RESIDENTIAL FNDN, LLC AT COST 1,324,658 1,482,877
    KAYNE ANDERSON INFRASTRCTRE INC FD, LP AT COST 5,830,274 6,745,039
    SWEETWATER SECONDARIES FUND II, LP AT COST 502,454 1,169,229
    DFC TIMBERLINE, LLC AT COST 1,750,000 1,750,000
    LIGHTHOUSE COMMUNITY ECOSYSTEM, LLC AT COST 1,895,312 1,895,312
    TIOGA PARTNERS OFFSHORE FUND AT COST 660,000 713,058

    TY 2020 LegalFeesSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BAKER DONELSON 2,782 1,056   1,726
    BURCH PORTER & JOHNSON 4,214 0   4,214


    TY 2020 MortgagesAndNotesPayableSch
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Total Mortgage Amount:  

    Item No. 1
    Lender's Name FIRST TENNESSEE BANK
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 500,000
    Balance Due 0
    Date of Note 2014-06
    Maturity Date 2017-06
    Repayment Terms INTEREST MONTHLY
    Interest Rate 1.910000000000
    Security Provided by Borrower BROKERAGE ACCT, CASH &/OR SECURITIES
    Purpose of Loan LOAN TO MEMPHIS BIOWORKS FOUNDATION
    Description of Lender Consideration  
    Consideration FMV  


    TY 2020 OtherAssetsSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HUNT-PHELAN HOME ASSETS 20,833 20,833 0


    TY 2020 OtherExpensesSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 16,755 0   16,755
    PITTCO DOMESTIC EQUITIES PORTFOLIO, LP-NONDEDUCTIBLE EXP 169 0   0
    PITTCO EMERGING MARKETS PORTFOLIO, LP 206,269 206,269   0
    PITTCO GLOBAL MACRO/CTA PORTFOLIO, LP 61,899 61,899   0
    ANNUAL REPORT & FILING FEES 30 30   0
    TRAINING/EDUCATION 7,413 0   7,413
    PITTCO DOMESTIC EQUITIES PORTFOLIO, LP 198,920 198,920   0
    OFFICE EXPENSES 24,007 0   24,007
    COMMUNICATIONS/TELEPHONE 41,068 0   41,068
    OFFICE SUPPLIES 3,391 0   3,391
    POSTAGE/FED EX CHARGES/COURIER 800 0   800
    BANK CHARGES 314 0   314
    DUES/SUBSCRIPTIONS 23,787 0   23,787
    PALLADIAN PARTNERS 2001, LLC-NONDEDUCTIBLE EXP 1 0   0
    PALLADIAN PARTNERS IX, LP-NONDEDUCTIBLE EXP 3 0   0
    ALLDALE MINERALS IV, LP-NONDEDUCTIBLE EXP 11 0   0
    TIFF RLTY/RESOURCES III, LLC-NONDEDUCTIBLE EXP 19 0   0
    SSM PARTNERS GROWTH EQUITY III, LP-NONDEDUCTIBLE EXP 44 0   0
    ALTIUS ASSOC PRIV EQTY FD, LP-NONDEDUCTIBLE EXP 46 0   0
    ALTIUS ASSOC PRIV EQ FD II, LP-NONDEDUCTIBLE EXP 121 0   0
    PALLADIAN PARTNERS IV, LLC-NONDEDUCTIBLE EXP 266 0   0
    PALLADIAN PARTNERS V, LLC-NONDEDUCTIBLE EXP 268 0   0
    INVICTUS OPPORTUNITY FUND II, LP 379 379   0
    KAYNE ANDERSON INFRASTRUCTURE INC FD, LP-NONDEDUCTIBLE EXP 493 0   0
    PITTCO EMERGING MARKETS PORTFOLIO, LP-NONDEDUCTIBLE EXP 543 0   0
    PALLADIAN PARTNERS VIII-A, LP-NONDEDUCTIBLE EXP 875 0   0
    SSM VENTURE PARTNERS III, LP 1,042 1,042   0
    PITTCO HEDGED EQUITIES PORTFOLIO, LP-NONDEDUCTIBLE EXP 1,384 0   0
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP-NONDEDUCTIBLE EXP 1,992 0   0
    PALLADIAN PARTNERS IV, LLC 2,987 2,987   0
    GT REAL PROP HOLDINGS II LLC 3,074 3,074   0
    TIFF REALTY/RESOURCES III, LLC 6,748 6,748   0
    SSM GROWTH EQUITY GENERAL PARTNERS I, LP 7,206 7,206   0
    ALTIUS ASSOC PRIV EQ FND II, LP 10,041 10,041   0
    PALLADIAN PARTNERS 2001, LLC 11,136 11,136   0
    ALTIUS ASSOC PRIV EQ FUND, LP 13,127 13,127   0
    PALLADIAN PARTNERS IX, LP 14,345 14,345   0
    PITTCO INTRNATL EQUITIES PORTFOLIO, LP-NONDEDUCTIBLE EXP 15,253 0   0
    SSM PARTNERS GROWTH EQUITY III, LP 34,376 34,376   0
    SSM PARTNERS GROWTH EQUITY I, LP 35,532 35,532   0
    SWEETWATER SECONDARIES FUND II, LP 55,376 55,376   0
    PALLADIAN PARTNERS VIII-A, LP 57,743 57,743   0
    PALLADIAN PARTNERS V, LLC 61,903 61,903   0
    KAYNE ANDERSON INFRASTRUCTURE INCOME FUND, LP 82,021 82,021   0
    ALLDALE MINERALS IV, LP 89,668 89,668   0
    PITTCO HEDGED EQUITIES PORTFOLIO, LP 92,071 88,726   0
    PITTCO INTRNATL EQUITIES PORTFOLIO, LP 208,507 208,507   0
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP 1,010,079 846,810   0


    TY 2020 OtherIncomeSchedule2
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALLDALE MINERALS IV, LP-ROYALTIES, OTHER INCOME 5,278 5,278 5,278
    ALLDALE MINERALS IV, LP-ROYALTIES, ROYALTIES INCOME 73,010 73,010 73,010
    ALTIUS ASSOC PRIV EQUITY FD II, LP-ORDINARY INCOME (LOSS) 2,279 7,137 2,279
    ALTIUS ASSOC PRIV EQUITY FD II, LP-ROYALTIES, PORTFOLIO INCOME 123 123 123
    ALTIUS ASSOC PRIV EQUITY FD, LP-ROYALTIES, PORTFOLIO INCOME -480 -480 -480
    ALTIUS ASSOC PRIVATE EQUITY FD, LP-ORDINARY LOSS -1,540 -13,469 -1,540
    GTRP HOLDINGS II, LLC-INCOME (LOSS) -563 -12 -563
    GTRP HOLDINGS II, LLC-PORTFOLIO INCOME 12 12 12
    KAYNE ANDERSON INFRASTRUCTURE INCOME FUND, LP-ORDINARY INCOME 35,885 0 35,885
    KAYNE ANDERSON INFRASTRUCTURE INCOME FUND, LP-PORTFOLIO INCOME 474 474 474
    PALLADIAN PARTNERS 2001, LLC-ORDINARY INCOME -1,134 0 -1,134
    PALLADIAN PARTNERS 2001, LLC-ROYALTIES, PORTFOLIO INCOME -1,192 -1,192 -1,192
    PALLADIAN PARTNERS IV, LLC-ORDINARY INCOME -6,706 -21,204 -6,706
    PALLADIAN PARTNERS IV, LLC-ROYALITES, PORTFOLIO INCOME -3,225 -3,225 -3,225
    PALLADIAN PARTNERS IX, LP-OTHER INCOME (LOSS) -515 -84 -515
    PALLADIAN PARTNERS IX, LP-PORTFOLIO INCOME 120 120 120
    PALLADIAN PARTNERS V, LLC-ORDINARY INCOME (LOSS) -24,264 -2,184 -24,264
    PALLADIAN PARTNERS V, LLC-ROYALTIES, PORTFOLIO LOSS 435 435 435
    PALLADIAN PARTNERS VIII-A, LP-ORDINARY INCOME 2,628 10,720 2,628
    PALLADIAN PARTNERS VIII-A, LP-ROYALTIES, PORTFOLIO INCOME 906 906 906
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP-ORDINARY INCOME (LOSS) 879,199 436,866 879,199
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP-PORTFOLIO, OTHER INCOME 23,421 21,120 23,421
    PITTCO DOMESTIC EQUITIES PORTFOLIO, LP-ORDINARY LOSS -23,981 -2,671 -23,981
    PITTCO DOMESTIC EQUITIES PORTFOLIO, LP-ROYALTIES, PORTFOLIO INCOME 5,177 5,177 5,177
    PITTCO EMERGING MRKTS PORTFOLIO, LP-ORDINARY LOSS -80,707 -73,969 -80,707
    PITTCO EMERGING MRKTS PORTFOLIO, LP-PORTFOLIO INCOME -6,954 -6,954 -6,954
    PITTCO GLOBAL MACRO/CTA PORTFOLIO, LP-ORDINARY LOSS -94,844 -94,844 -94,844
    PITTCO GLOBAL MACRO/CTA PORTFOLIO, LP-OTHER INCOME -30,870 -30,870 -30,870
    PITTCO HEDGED EQUITIES PORTFOLIO, LP-ORDINARY LOSS -197,525 -165,499 -197,525
    PITTCO HEDGED EQUITIES PORTFOLIO, LP-PORTFOLIO INCOME -28,165 -28,165 -28,165
    PITTCO INTRNATL EQUITIES PORTFOLIO, LP-ORDINARY INCOME 111,030 111,030 111,030
    PITTCO INTRNATL EQUITIES PORTFOLIO, LP-PORTFOLIO INCOME 294,025 294,025 294,025
    SWEETWATER SECONDARIES FUND II, LP-OTHER INCOME 329 158 329
    SWEETWATER SECONDARIES FUND II, LP-PORTFOLIO INCOME 217 217 217
    TIFF REALTY/RESOURCES III, LLC-ORDINARY LOSS -3,671 -2,051 -3,671
    OTHER MISC INCOME-PITTCO INV FUNDS 8,226 8,226 8,226
    MISCELLANEOUS OTHER INCOME 16,209 16,209 16,209


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    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    MEMPHIS BIOWORKS FOUNDATION NONE 1,200,000 5,651,068 2019-11 2020-11 INTEREST DUE ANNUALLY, LIBOR PLUS 1.75% 190.0000000000 % NONE WORKING CAPITAL, MEMPHIS BIOWORKS FOUNDATION NONE 0
    MEMPHIS BIOWORKS FOUNDATION NONE 4,000,000 4,000,000 2016-05 2021-06 INTEREST DUE MONTHLY, LIBOR PLUS 1.75% 190.0000000000 % NONE WORKING CAPITAL, MEMPHIS BIOWORKS FOUNDATION NONE 0

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF RIVER CAPITAL MANAGMENT 41,277 41,277   0
    WELLS FARGO TRUST OPERATIONS 4,794 4,794   0
    ENCORE PAYROLL PROCESSING 2,473 0   2,473
    P3 CONSULTING, LLC 120,000 0   120,000
    THE COPLEXITY GROUP, LLC 1,200 0   1,200
    TEAM TREK COACHING GROUP 1,787 0   1,787
    DAVIDSON HILL CONSULTING 42,000 0   42,000
    SMART CITY CONSULTING 990 0   990
    CONSILIENCE GROUP, LLC 13,279 0   13,279
    OBSIDIAN PUBLIC RELATIONS, LLC 17,700 0   17,700
    STONES RIVER GROUP 15,000 0   15,000


    TY 2020 TaxesSchedule
    Name:
    JR HYDE III FAMILY FOUNDATION
    EIN:
    62-1512725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 80,884 0   80,884
    990-PF TAXES 90,000 0   0
    990-T TAXES 0 0   0
    OTHER TAXES 8,408 0   0
    PALLADIAN PARTNERS IV, LLC-STATE TAXES 882 882   0
    PALLADIAN PARTNERS V, LLC-STATE TAXES 611 611   0
    PALLADIAN PARTNERS VIII-A, LP-STATE TAXES 197 197   0
    ALLDALE MINERALS IV, LP-STATE TAXES 544 544   0
    PITTCO EMERGING MARKETS PORTFOLIO, LP-STATE TAXES 1,640 1,640   0
    PITTCO DOMESTIC EQUITIES PORTFOLIO, LP-STATE TAXES 42,186 42,186   0
    PITTCO INTERNATIONAL EQUITIES PORTFOLIO, LP-STATE TAXES 1,938 1,938   0
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP-STATE TAXES 1,821 1,821   0
    PITTCO DOMESTIC EQUITIES PORTFOLIO, LP-FOREIGN TAXES 2,770 2,770   0
    PITTCO EMERGING MARKETS PORTFOLIO, LP-FOREIGN TAXES 48,916 48,846   0
    PITTCO INTERNATIONAL EQUITIES PORTFOLIO, LP-FOREIGN TAXES 54,664 54,664   0
    PITTCO HEDGED EQUITIES PORTFOLIO, LP-FOREIGN TAXES 4,145 4,061   0
    PITTCO ABSOLUTE RETURN PORTFOLIO, LP-FOREIGN TAXES 8,975 8,588   0
    ALTIUS ASSOC PRIVATE EQUITY FD II-FOREIGN TAXES 260 260   0
    PALLADIAN PARTNERS IV, LLC-FOREIGN TAXES 1 1   0
    PALLADIAN PARTNERS V, LLC-FOREIGN TAXES 71 71   0
    PALLADIAN PARTNERS VIII-A, LLC-FOREIGN TAXES 63 63   0
    ALTIUS ASSOC PRIVATE EQUITY FD, LP-FOREIGN TAXES 43 43   0
    SWEETWATER SECONDARIES FUND II, LP-FOREIGN TAXES 22 22   0