Form990-PF

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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 11-01-2018 , and ending 10-31-2019
Name of foundation
Tecumseh Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

88-0299804
B Telephone number (see instructions)

(800) 839-1754
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$3,908,086
J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 435 435  
4 Dividends and interest from securities... 78,176 78,176  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,677
b Gross sales price for all assets on line 6a 692,618
7 Capital gain net income (from Part IV, line 2)... 18,677
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)....... 2,875 1,530  
12 Total. Add lines 1 through 11........ 100,163 98,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 28,041 28,041    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,936 1,036    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,949 514   14,435
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,926 29,591   14,435
25 Contributions, gifts, grants paid....... 187,500 187,500
26 Total expenses and disbursements. Add lines 24 and 25 233,426 29,591   201,935
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -133,263
b Net investment income (if negative, enter -0-) 69,227
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 121,254 64,397 64,397
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 170,756 Click to see attachment164,008 171,274
b Investments—corporate stock (attach schedule)....... 1,981,734 Click to see attachment1,916,300 2,217,887
c Investments—corporate bonds (attach schedule)....... 95,104 Click to see attachment89,709 94,249
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,359,108 Click to see attachment1,360,279 1,360,279
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,727,956 3,594,693 3,908,086
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,727,956 3,594,693
30 Total net assets or fund balances (see instructions)..... 3,727,956 3,594,693
31 Total liabilities and net assets/fund balances (see instructions). 3,727,956 3,594,693
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,727,956
2
Enter amount from Part I, line 27a .....................
2
-133,263
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,594,693
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,594,693
Form 990-PF (2018)
Form 990-PF (2018)
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 Publicly-traded Securities      
b
c
d
e
(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 692,618   673,941 18,677
b
c
d
e
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       18,677
b
c
d
e
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 18,677
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
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 199,490 4,106,070 0.048584
2016 191,697 3,998,795 0.047939
2015 217,371 3,971,090 0.054738
2014 176,037 4,249,415 0.041426
2013 147,960 4,324,637 0.034213
2
Total of line 1, column (d) .....................
2
0.2269
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.04538
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,867,692
5
Multiply line 4 by line 3......................
5
175,516
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
692
7
Add lines 5 and 6........................
7
176,208
8
Enter qualifying distributions from Part XII, line 4,.............
8
201,935
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 692
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% 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  
3 Add lines 1 and 2........................... 3 692
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 692
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 2,508
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet700 RefundedBullet 11 1,808
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 Instructions
for 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletNV
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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
     
    No
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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 2018, 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    Jill Wing Armijo Sec, Treas, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Caroline S Wing Pres, Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Holly Wing Dir, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    2,455,300
    b
    Average of monthly cash balances.......................
    1b
    111,012
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,360,279
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,926,591
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,926,591
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,899
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,867,692
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    193,385
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    193,385
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    692
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    692
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    192,693
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    192,693
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    192,693
    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
    201,935
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    201,935
    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
    692
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    201,243
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 192,693
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 197,710
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 201,935
    a Applied to 2017, but not more than line 2a 197,710
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 4,225
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018.    
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    188,468
    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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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).)
    Caroline S Wing
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    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:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ACTION PROGRAMS FOR ANIMALS
    PO BOX 125
    LAS CRUCES,NM88004
    N/A PC General & Unrestricted 9,000
    AMERICAN CONSERVATORY THEATRE FOUNDATION
    30 GRANT AVE 7TH FL
    SAN FRANCISCO,CA94108
    N/A PC General & Unrestricted 2,000
    BLAIR COMMUNITY SCHOOLS FOUNDATION
    PO BOX 288
    BLAIR,NE68008
    N/A PC General & Unrestricted 1,000
    BOYS & GIRLS CLUBS OF ST HELENA & CALISTOGA INC
    1420 TAINTER ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 5,000
    BROWNS VALLEY FAMILY CLUB
    1001 BUHMAN AVE
    NAPA,CA94558
    N/A PC General & Unrestricted 4,000
    C A S A - A VOICE FOR CHILDREN
    1804 SOSCOL AVE
    NAPA,CA94559
    N/A PC General & Unrestricted 3,000
    CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
    PO BOX 7999
    SAN FRANCISCO,CA94120
    N/A PC General & Unrestricted 2,000
    CENTER FOR RESTORATIVE JUSTICE WORKS
    2350 W BEVERLY BLVD
    MONTEBELLO,CA90640
    N/A PC Get On The Bus Program 2,000
    COLLABRIA CARE
    414 S JEFFERSON ST
    NAPA,CA94559
    N/A PC General & Unrestricted 2,000
    COMMUNITY ACTION OF NAPA VALLEY
    2521 OLD SONOMA RD
    NAPA,CA94558
    N/A PC General & Unrestricted 3,000
    COMMUNITY FOUNDATION OF JACKSON HOLE
    PO BOX 574
    JACKSON,WY83001
    N/A PC General & Unrestricted 10,000
    CONGREGATION BETH SHALOM
    1455 ELM ST
    NAPA,CA94559
    N/A PC Refugee Resettlement Fund 2,000
    CORPORATION OF THE FINE ARTS MUSEUMS
    50 HAGIWARA TEA GARDEN DR
    SAN FRANCISCO,CA94118
    N/A PC General & Unrestricted 2,000
    CRAIG BOND CHORAL SOCIETY
    PO BOX 164
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 500
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC General & Unrestricted 35,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Farmworkers Napa Valley Program 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Westminster Woods Fund 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC One Great Hour of Sharing Program 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Rianda House Fund 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Rvs to Paradise project 1,000
    FRIENDS OF THE CAMEO
    PO BOX 682
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 2,000
    GUNILDA RIANDA SENIOR CENTER ASSOCIATION
    1475 MAIN ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 10,000
    HOLT INTERNATIONAL CHILDRENS SERVICES INC
    250 COUNTRY CLUB RD
    EUGENE,OR97401
    N/A PC General & Unrestricted 23,500
    HOMEBOY INDUSTRIES
    130 BRUNO ST
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 2,000
    INIAN ISLAND INSTITUTE INC
    PO BOX 225
    GUSTAVUS,AK99826
    N/A PC General & Unrestricted 2,000
    NAPA VALLEY YOUTH ADVOCACY CENTER
    513 SANITARIUM RD
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 2,000
    NEWS
    1141 PEAR TREE LN STE 220
    NAPA,CA94558
    N/A PC General & Unrestricted 4,000
    NORTH DELTA SCHOOL INC
    330 GREEN WAVE LN
    BATESVILLE,MS38606
    N/A PC General & Unrestricted 4,000
    OPPORTUNITY INTERNATIONAL INC
    550 W VAN BUREN STE 200
    CHICAGO,IL60607
    N/A PC General & Unrestricted 20,000
    RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION
    318 ISLETA BLVD SW
    ALBUQUERQUE,NM87105
    N/A PC General & Unrestricted 3,000
    RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION
    318 ISLETA BLVD SW
    ALBUQUERQUE,NM87105
    N/A PC Dona Ana Communities United Fund 2,000
    SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
    PO BOX 473
    CALISTOGA,CA94515
    N/A PC Charitable Event 500
    SOUTHSIDE ELEMENTARY PTO INC
    1300 TROY PIKE
    VERSAILLES,KY40383
    N/A PC to purchase Playground equipment 500
    STONEBRIDGE CHRISTIAN CHURCH
    15801 BUTLER AVE
    OMAHA,NE68116
    N/A PC General & Unrestricted 5,000
    STONEBRIDGE CHRISTIAN CHURCH
    15801 BUTLER AVE
    OMAHA,NE68116
    N/A PC Building Campaign 5,000
    TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YO
    521 W 57TH ST 4TH FL
    NEW YORK,NY10019
    N/A PC General & Unrestricted 1,000
    UP VALLEY FAMILY CENTERS OF NAPA COUNTY
    1440 SPRING ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 5,000
    WHITE BARN
    PO BOX 125
    OAKVILLE,CA94562
    N/A PC General & Unrestricted 2,000
    WORLDWIDE ORPHANS FOUNDATION
    3 VOSE AVE
    SOUTH ORANGE,NJ07079
    N/A PC General & Unrestricted 6,500
    Total .................................bullet 3a 187,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........
        14 435  
    4 Dividends and interest from securities....     14 78,176  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 18,677  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
        14 1,530  
    bFederal Tax Refund     01 1,345  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   100,163  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    100,163
    (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.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 instr.)?
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK AMER CORP - 4.125% - 01/2 10,677 10,751
    CITIGROUP INC NOTE - 3.668% - 8,131 8,465
    COMCAST CORP NOTE - 4.150% - 1 7,439 7,907
    ENTERPRISE PRODUCTS OPERTATING 4,805 5,773
    ESCROW GENL MOTORS CORP - 0.00    
    GE CAP CORP NTS - 5.875% - 01/ 4,722 4,787
    GOLDMAN SACHS GROUP INC - 4.00 7,406 7,485
    JP MORGAN CHASE BANK - 4.203% 10,102 11,140
    MICROSOFT CORP - 4.250% - 02/0 10,056 11,073
    SHELL INT'L FINANCE - 2.875% - 8,947 9,405
    VERIZON COMMUNICATIONS INC - 5 10,337 10,043
    WELLS FARGO &CO MTN - 3.584% - 7,087 7,420

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 10,951 17,800
    ACCOR SA 2,017 2,047
    ACS ACTIVIDADES CO UNSP ADR 1,350 2,023
    ACUSHNET HOLDINGS CORP 4,445 6,401
    AERCAP HOLDING N.V 1,730 2,431
    AGREE REALTY CORP 1,536 3,308
    AIA GROUP LTD ADR 1,399 2,152
    AIRBUS GROUP 947 2,369
    ALASKA AIR GROUP INC 6,663 7,012
    ALBANY INTERNATIONAL CORP 1,838 2,855
    ALLETE INC 3,453 5,078
    ALLIANT CORP 4,297 6,561
    ALPHABET INC CL A 10,452 16,364
    AMAZON COM 12,905 12,437
    AMDOCS LIMITED 3,284 3,521
    AMERICAN ELECTRIC POWER INC 7,288 7,551
    ANGLO AM PLC ADR 2,120 2,440
    APPLE INC 7,422 17,911
    ASML HOLDING NV NY REG SHS 1,830 2,620
    ASSURED GUARANTY LTD 5,937 7,883
    AT&T, INC 15,931 16,589
    AUTOLIV INC 10,026 8,952
    AVERY DENNISON CORP 3,673 5,370
    AXA ADS 1,889 2,190
    BAE SYSTEMS PLC 2,308 2,064
    BANCO LATINOAMERICANO DE COMER 5,223 3,817
    BANK OZK 10,472 8,334
    BASF AG SPONS ADR 2,702 2,375
    BGC PARTNERS INC 8,893 7,285
    BLACKROCK HIGH YIELD BOND PORT 77,113 73,839
    BLACKROCK INC 8,955 9,696
    BOK FINANCIAL CORP 2,320 3,240
    BROADRIDGE FINANCIAL 697 1,252
    CALRSBERG AS SP ADR REP B 1,463 2,365
    CANTEL MEDICAL CORPORATION 1,278 1,312
    CAP GEMINI SA UNSP/ADR 2,110 2,029
    CATHAY GENERAL BANCORP 4,295 4,268
    CHEVRON CORP 10,139 9,872
    CHUBB LIMITED 9,375 12,041
    CISCO SYSTEMS INC 13,138 11,735
    COMCAST CORP 32,465 37,470
    CONMED CORPORATION 2,459 3,521
    CRANE CO 11,884 12,702
    CULLEN FROST BANKERS INC 3,789 5,315
    DBS GROUP HLDGS SPON ADR 1,290 2,126
    DELEK US HLDGS INC 6,291 6,831
    DEUTSCHE BOERSE ADR 1,548 2,245
    DEUTSCHE GLOBAL INFRASTRUCTURE 50,000 52,621
    DEUTSCHE POST AG 2,931 2,552
    DIAGEO PLC ADS 12,383 15,732
    DNB NOR ASA SPONSOR ADR 1,628 2,087
    DONALDSON CO. INC 1,510 2,215
    DRIEHAUS EMERGING MARKETS GROW 64,999 79,021
    DUKE ENERGY CO 14,384 15,176
    E.ON AG SPON ADR REP 1/3 ORD N 1,691 1,968
    EAST WEST BANCORP, INC 7,796 7,726
    EASTGROUP PROPERTIES INC 1,148 2,679
    ENERGIZER HOLDINGS INC 4,174 3,867
    ENGIE 2,429 2,634
    ENLINK MIDSTREAM LLC 7,506 3,725
    ENPRO INDUSTRIES INC 836 904
    EPR PROPERTIES 5,921 7,935
    ESSILOR INTL ADR 2,066 2,679
    FANUC LIMITED UNSPONSORED 2,324 2,298
    FEDERAL AGRICULTURAL MORTGAGE 1,081 1,101
    FIDELITY NATIONAL FINANCIAL IN 5,507 8,618
    FOUR CORNERS PROPERTY TRUST IN 2,440 2,693
    FULLER H B CO 3,967 3,709
    GARMIN LTD 1,830 3,469
    GILEAD SCIENCES INC 16,367 13,507
    GROUPE DANONE ADS 3,018 3,152
    HASBRO INC 6,614 6,909
    HAWAIIAN HOLDINGS INC 4,493 3,576
    HITACHI LTD 2,036 2,311
    HOME DEPOT INC 14,477 24,396
    HOPE BANCORP INC 4,587 3,839
    HSBC HOLDINGS PLC 2,096 1,852
    HUBBELL INCORPORATED 2,467 3,259
    HUNTSMAN CORP 4,985 6,927
    IDACORP INC HLDG CO 902 861
    INDUSTRIA DE DISENO 2,300 2,157
    INGREDION INC 6,861 5,609
    INTEL CORP 17,631 26,569
    INTER PARFUMS INC 906 1,007
    INVESCO OPPENHEIMER SENIOR FLO 100,402 88,940
    ISHARE SP SMALL CAP 600 INDEX 13,830 19,061
    ISHARES CORE MSCI EAFE ETF 33,257 36,231
    ISHARES CORE MSCI EMERGING MAR 20,832 20,826
    ISHARES MSCI BRAZIL FREE INDEX 6,388 6,155
    ISHARES MSCI CHINA INDEX FUND 4,886 6,315
    ISHARES MSCI-JAPAN 9,586 10,152
    ISHARES TRUST MSCI EAFE INDEX 44,388 51,711
    JAMES RIVER GROUP HOLDINGS LTD 6,276 5,837
    JOHNSON & JOHNSON 34,458 33,670
    JP MORGAN CHASE 16,801 18,738
    JULIUS BAER GROUP LTD 2,236 2,073
    KAR AUCTION SERVICES INC 1,715 2,461
    KONINKLIJKE DSM NV ADR 2,107 3,202
    KULICKE AND SOFFA INDUSTRIES, 6,660 6,601
    LCI INDUSTRIES 5,372 6,216
    LEIDOS HOLDINGS INC 3,450 6,209
    LINCOLN ELECTRIC HOLDING INC 4,289 5,016
    LINDE PLC COM 12,788 14,876
    LITTELFUSE, INC 6,362 7,550
    LLOYDS BANKING GROUP PLC 2,385 2,187
    LOCKHEED MARTIN CORP 16,325 22,977
    MARSH AND MCLENNAN COMPANIES I 8,783 16,165
    MASTERCARD INC 5,415 14,394
    MCDONALD'S CORP 12,233 17,703
    MEDICAL PROPERTIES TRUST, INC 4,196 7,069
    MEDTRONIC PLC 26,184 33,759
    MICROSOFT CORP 23,026 57,347
    MKS INSTRUMENTS, INC 8,869 10,281
    MONDELEZ INTERNATIONAL INC 13,914 13,480
    MSA SAFETY INCORPORATED 2,574 5,763
    MURATA MFG INC UNSP/ADR 2,291 2,728
    NATIONAL RETAIL PROPERTIES INC 2,998 4,006
    NATL HEALTH INVESTOR 3,265 4,032
    NEWMARK GROUP INC 5,733 6,680
    NEXTERA ENERGY, INC 13,290 18,591
    NORDEA BANK ABP 2,694 1,967
    NORDSON CP 3,252 6,586
    NOVARTIS AG ADR 13,166 16,176
    NUTRIEN LTD 2,083 1,912
    NVENT ELECTRIC PLC 3,402 3,851
    NXP SEMICONDUCTORS 1,738 2,615
    ONE GAS INC 960 928
    OTSUKA HOLDINGS CO 1,477 1,957
    PACKAGING CORP AMER 2,918 4,269
    PACWEST BANCORP 10,515 9,321
    PAYPAL HOLDINGS, INC 4,608 12,388
    PIMCO ENHANCED SHORT MATURITY 7,724 7,735
    PNM RESOURCES INC 976 1,773
    PORTLAND GEN ELEC 1,708 1,934
    PROCTER GAMBLE CO 28,098 37,602
    PROSUS NV ADR 2,195 2,021
    REPSOL YPF S A ADR 2,706 2,363
    REPUBLIC SVCS INC 8,278 10,239
    ROCHE HOLDING LTD ADR 2,151 2,521
    ROCKWELL AUTOMATION INC 5,430 8,943
    ROLLS ROYCE GRP PLC S/ADR 2,092 1,609
    ROYAL DUTCH SHELL CL A 2,652 2,841
    RPM INTERNATIONAL INC 2,929 4,129
    RWE AKTIENGESELLSCHAF 2,068 2,382
    SANDS CHINA LTD UNSP ADR 2,096 2,174
    SAP AKTIENGESELL ADS 2,765 3,315
    SECOM CO LTD ADR OTC 1,577 2,463
    SIEMENS HEALTHINEERS AG 2,100 2,102
    SMITH & NEPHEW PLC ADR 1,686 2,118
    SNAP ON INC 5,115 5,531
    SPIRE INC 957 925
    STARBUCKS CORP COM 4,812 7,188
    STERIS PLC 2,922 6,088
    STORE CAPITAL CORPORATION 4,315 4,982
    SUNCOR ENERGY INC 11,033 10,273
    SUNTRUST BKS INC 11,512 12,575
    T. ROWE PRICE HEALTH SCIENCES 59,999 58,117
    TARGA RESOURCES CORP 4,492 5,638
    TELEFLEX INC 2,200 4,864
    TEMPLETON GLOBAL BD 78,999 65,245
    TEXAS INSTRUMENTS INC 8,512 11,209
    THE COCA-COLA CO 30,970 35,924
    TJX COMPANIES INC 4,892 7,725
    TORAY INDUSTRIES INC 2,600 1,909
    UNION PACIFIC 4,513 7,611
    UNITED TECHNOLOGIES CORP 9,937 13,640
    UNITEDHEALTH GROUP INC 8,712 14,151
    USD CYRUSONE INC 9,233 11,334
    V F CORP 8,386 11,109
    VANGUARD GROWTH ETF 14,539 22,347
    VANGUARD LG-CAP ETF 55,313 72,430
    VANGUARD MID-CAP ETF 23,018 32,536
    VANGUARD VALUE ETF 16,381 22,521
    VERMILION ENERGY 8,775 3,599
    WAL-MART STORES INC 13,133 15,244
    WALT DISNEY HOLDINGS CO 8,516 13,252
    WASHINGTON TRUST BANCORP INC 3,050 3,883
    WESTERN ASSET SMASH SERIES C F 38,191 39,311
    WESTERN ASSET SMASH SERIES EC 98,918 105,468
    WESTERN ASSET SMASH SERIES M F 113,421 117,443
    WILEY JOHN & SONS INC CL A 3,445 3,640

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    US Government Securities - End of Year Book Value:

    164,008
    US Government Securities - End of Year Fair Market Value:

    171,274
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASPEN STILLWATER PROPERTIES, L   885,974 885,974
    MCGREW-MEYERS HOLDINGS, L.L.C.   474,305 474,305

    TY 2018 OtherExpensesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 14,146     14,146
    Bank Charges 155 155    
    K-1 Exp MCGREW-MEYERS HOLDINGS 359 359    
    REGISTERED AGENT FEE 199     199
    State or Local Filing Fees 90     90


    TY 2018 OtherIncomeSchedule2
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ASPEN STILLWATER PROPERTIES, LLC 1,336 1,336  
    K-1 Inc/Loss MCGREW-MEYERS HOLDINGS, L.L.C. 194 194  
    Federal Tax Refund 1,345    


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 28,041 28,041    


    TY 2018 TaxesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2019 1,900      
    Foreign Tax Paid 1,036 1,036