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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 11-01-2020 , and ending 10-31-2021
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$5,917,026
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 176 176  
4 Dividends and interest from securities... 46,955 46,955  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,867
b Gross sales price for all assets on line 6a 1,191,943
7 Capital gain net income (from Part IV, line 2)... 261,867
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)....... 4,105 982  
12 Total. Add lines 1 through 11........ 313,103 309,980  
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).... 32,882 32,882    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,229 429    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,186 508   20,678
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,297 33,819   20,678
25 Contributions, gifts, grants paid....... 170,350 170,350
26 Total expenses and disbursements. Add lines 24 and 25 228,647 33,819   191,028
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 84,456
b Net investment income (if negative, enter -0-) 276,161
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.............      
2 Savings and temporary cash investments......... 65,794 87,635 87,635
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) 150,768 Click to see attachment164,417 166,496
b Investments—corporate stock (attach schedule)....... 1,922,196 Click to see attachment1,884,296 2,510,531
c Investments—corporate bonds (attach schedule)....... 98,868 Click to see attachment185,157 193,839
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,220,847 Click to see attachment1,221,424 2,958,525
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) 3,458,473 3,542,929 5,917,026
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 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,458,473 3,542,929
29 Total net assets or fund balances (see instructions)..... 3,458,473 3,542,929
30 Total liabilities and net assets/fund balances (see instructions). 3,458,473 3,542,929
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
3,458,473
2
Enter amount from Part I, line 27a .....................
2
84,456
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,542,929
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 29 .
6
3,542,929
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 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 1,191,943   930,076 261,867
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       261,867
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 2 261,867
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 3,839
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  
3 Add lines 1 and 2........................... 3 3,839
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 3,839
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 4,400
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 10 561
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet561 RefundedBullet 11  
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$   (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 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
     
    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 addressbulletN/A
    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 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
     
     
    ........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
    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 (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
     
    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 (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
    2,771,304
    b
    Average of monthly cash balances.......................
    1b
    169,968
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,958,525
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,899,797
    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
    5,899,797
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    88,497
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,811,300
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    290,565
    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
    290,565
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,839
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    286,726
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    286,726
    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
    286,726
    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
    191,028
    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
    191,028
    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
    191,028
    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 7 286,726
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 187,740
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 191,028
    a Applied to 2019, but not more than line 2a 187,740
    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 2020 distributable amount..... 3,288
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    283,438
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    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).)
    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 (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
    AMERICAN CONSERVATORY THEATRE FOUNDATION
    415 GEARY ST
    SAN FRANCISCO,CA94102
    N/A PC General & Unrestricted 2,500
    BELOVED COMMUNITY
    1320 S SOLANO DR
    LAS CRUCES,NM88001
    N/A PC General & Unrestricted 5,000
    BETHLEHEM HOUSE
    2301 S 15TH ST
    OMAHA,NE68108
    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 4,000
    BROWNS VALLEY FAMILY CLUB
    1001 BUHMAN AVE
    NAPA,CA94558
    N/A PC General & Unrestricted 3,000
    C A S A - A VOICE FOR CHILDREN
    1804 SOSCOL AVE STE 201
    NAPA,CA94559
    N/A PC General & Unrestricted 3,000
    CALISTOGA THEATER COMPANY
    PO BOX 277
    CALISTOGA,CA94515
    N/A PC General & Unrestricted 2,000
    CITY OF ST HELENA
    1480 MAIN ST
    ST HELENA,CA94574
    N/A GOV St. Helena Volunteer Fire Department 2,000
    COLLEGE TRACK
    112 LINDEN ST
    OAKLAND,CA94607
    N/A PC General & Unrestricted 6,000
    DOWN SYNDROME ALLIANCE OF THE MIDLANDS
    10824 OLD MILL RD STE 8
    OMAHA,NE68154
    N/A PC General & Unrestricted 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC General & Unrestricted 30,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC NEWS - Napa Emergency Women's Shelter 2,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Peace and Global Witness Offering 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC NEWS - Napa Emergency Women's Shelter 250
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Supplemental Rent Assistance Fund 1,000
    FOODBANK FOR THE HEARTLAND
    10525 J ST
    OMAHA,NE68127
    N/A PC General & Unrestricted 500
    FRIENDS OF THE CAMEO
    PO BOX 682
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 4,000
    GUNILDA RIANDA SENIOR CENTER ASSOCIATION
    1475 MAIN ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 5,000
    HOLT INTERNATIONAL CHILDRENS SERVICES INC
    250 COUNTRY CLUB RD
    EUGENE,OR97401
    N/A PC Charitable Event 1,000
    HOLT INTERNATIONAL CHILDRENS SERVICES INC
    250 COUNTRY CLUB RD
    EUGENE,OR97401
    N/A PC Heart Surgeries Fund 1,000
    HOLT INTERNATIONAL CHILDRENS SERVICES INC
    250 COUNTRY CLUB RD
    EUGENE,OR97401
    N/A PC General & Unrestricted 23,000
    HOLT INTERNATIONAL CHILDRENS SERVICES INC
    250 COUNTRY CLUB RD
    EUGENE,OR97401
    N/A PC Special Needs Kids Fund 8,000
    HOMEBOY INDUSTRIES
    130 BRUNO ST
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 2,000
    LARKIN STREET YOUTH SERVICES
    134 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102
    N/A PC General & Unrestricted 5,000
    NAPA BOOKMINE LITERARY FOUNDATION
    964 PEARL ST
    NAPA,CA94559
    N/A PC Anne Anderson Fund 1,000
    NEBRASKA HUMANE SOCIETY
    8929 FORT ST
    OMAHA,NE68134
    N/A PC General & Unrestricted 500
    OCEAN CLEANUP NORTH PACIFIC FOUNDATION
    DEPT LA 24875
    PASADENA,CA91185
    N/A PC General & Unrestricted 3,000
    OMAHA ZOOLOGICAL SOCIETY INC
    3701 S 10TH ST
    OMAHA,NE68107
    N/A PC General & Unrestricted 1,000
    OPPORTUNITY INTERNATIONAL INC
    550 WEST VAN BUREN STE 200
    CHICAGO,IL60607
    N/A PC General & Unrestricted 20,000
    ST HELENA COMMUNITY FOOD PANTRY
    PO BOX 108
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 10,000
    ST HELENA ROTARY CLUB FOUNDATION INC
    PO BOX 211
    SAINT HELENA,CA94574
    N/A PC Boy Scouts of America Troop 1 600
    ST HELENA ROTARY CLUB FOUNDATION INC
    PO BOX 211
    SAINT HELENA,CA94574
    N/A PC Troop 1 Scout Hall Project 1,000
    STONEBRIDGE CHRISTIAN CHURCH
    15801 BUTLER AVE
    OMAHA,NE68116
    N/A PC General & Unrestricted 1,000
    TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YO
    521 WEST 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 4,000
    WORLD CENTRAL KITCHEN INCORPORATED
    200 MASSACHUSETTS AVE NW 7TH FL
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 2,000
    WORLDWIDE ORPHANS FOUNDATION
    244 5TH AVE STE K298
    NEW YORK,NY10001
    N/A PC General & Unrestricted 5,000
    WORLDWIDE ORPHANS FOUNDATION
    244 5TH AVE STE K298
    NEW YORK,NY10001
    N/A PC Charitable Event 1,000
    WOUNDED WARRIORS FAMILY SUPPORT INC
    11218 JOHN GALT BLVD STE 103
    OMAHA,NE68137
    N/A PC General & Unrestricted 1,000
    WYOMING COMMUNITY FOUNDATION
    1472 N 5TH ST STE 201
    LARAMIE,WY82072
    N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 170,350
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 176  
    4 Dividends and interest from securities....     14 46,955  
    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 ............
        18 261,867  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
        14 982  
    bFederal Tax Refund     01 3,123  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   313,103  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    313,103
    (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 (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

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

    TY 2020 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 2020 InvestmentsCorpBondsSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK AMER CORP MTN - 2.884% - 7,360 7,250
    CITIGROUP INC NOTE - 3.668% - 8,131 8,647
    COMCAST CORP NOTE - 4.150% - 1 7,439 7,991
    CVS CAREMARK CORP NOTE - 4.300 9,246 9,061
    ENTERPRISE PRODUCTS OPERTATING 4,805 6,170
    GE CAP CORP NTS - 5.875% - 01/ 5,879 6,902
    GOLDMAN SACHS - 3.800% - 03/15 8,038 7,751
    JP MORGAN CHASE BANK - 4.203% 10,102 11,214
    MORGAN STANLEY FIN LLC NT LKD 100,000 103,921
    SHELL INT'L FINANCE - 2.875% - 8,947 9,597
    VERIZON COMMUNICATIONS INC - 4 7,060 6,707
    WELLS FARGO - 3.584% - 08/05/2 8,150 8,628

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 1,771 2,181
    ACCENTURE PLC 2,824 7,176
    ADIDAS AG 686 655
    AIA GROUP LTD ADR 2,117 2,805
    AIRBUS GROUP 1,397 1,920
    ALLEGION PLC 7,373 9,238
    ALLIANCEBERN GLOBAL THEMATIC G 124,999 158,345
    ALPHABET INC CL A 7,812 23,687
    AMAZON COM 12,397 20,235
    AMERICAN ELECTRIC POWER INC 4,105 3,981
    AMERICAN EXPRESS CO 12,403 22,070
    AMGEN INC 10,759 8,900
    ANALOG DEVICES INC 8,887 9,715
    ANHEUSER BUSCH COS INC 1,535 1,531
    ANSYS INC 5,275 7,212
    AON PLC CL A 590 960
    APPLE INC 4,414 10,636
    ASAHI KAISAI CP ADR 479 633
    ASML HOLDING NV NY REG SHS 1,958 4,877
    ASPEN TECHNOLOGY, INC 5,861 8,775
    ASSA ABLOY UNSP/ADR 399 572
    ASSOCIATED BRITISH FOODS PLC 830 621
    ASTRAZENECA 2,824 3,244
    ATLASSIAN CORP PLC 513 916
    AUTOMATIC DATA PROCESSING INC 8,362 9,878
    B&M EUROPEAN VALUE RETAIL SA A 459 627
    BANCO BILBAO ARG SA 937 1,324
    BANK OF AMERICA CORP 14,154 24,416
    BEIGENE LTD 789 1,431
    BENTLEY SYSTEMS INC CL B 6,871 12,244
    BERKLEY W R CP 8,266 10,985
    BLACKROCK HIGH YIELD BOND PORT 77,114 75,572
    BLACKROCK INC 6,246 10,378
    BLACKROCK TECHNOLOGY OPPORTUNI 100,000 127,601
    BNP PARIBAS SPONS ADR 459 503
    BRIGHT HORIZONS FAMILY SOLUTIO 8,292 9,628
    BRITISH AMERICAN TOBACCO PLC 2,154 1,851
    BROADCOM INC 9,787 10,102
    CALRSBERG AS SP ADR REP B 1,815 2,225
    CDW CORP 7,629 12,879
    CHARLES RIV LABORATORIES INTL 8,256 21,088
    CHEMED CORP 6,784 7,234
    CHEVRON CORP 15,987 23,928
    CHUBB LIMITED 6,811 11,332
    CISCO SYSTEMS INC 8,589 12,425
    COMCAST CORP 22,914 29,521
    COMPAGNIE FINANCIERE RICHEMONT 1,001 1,307
    COOPER COMPANIES INC 9,273 12,091
    COPART INC 6,990 12,113
    DAIICHI SANKYO CO LTD SPONSORE 711 608
    DBS GROUP HLDGS SPON ADR 1,195 1,412
    DCT INDUSTRIAL TRUST INC 6,352 4,190
    DEUTSCHE BOERSE ADR 537 530
    DIAGEO PLC ADS 7,458 11,381
    DISCOVER FINL SVCS COM 7,258 7,139
    DNB BANK ASA 879 1,309
    DRIEHAUS EMERGING MARKETS GROW 65,000 105,510
    DSV UNSP ADR EACH REPR 0.5 ORD 484 1,050
    ELANCO ANIMAL HEALTH INCORPORA 5,962 7,727
    ENEL SOCIETA PER AZI 2,163 2,091
    ENGIE 1,996 2,076
    EOG RESOURCES INC 9,380 11,095
    EPIROC AB 1,058 1,175
    EQUIFAX INC 7,379 12,762
    ESSILOR INTL ADR 1,519 2,391
    EXPONENT, INC 4,635 6,888
    FAIR ISSAC & CO INC 4,791 4,778
    FLUTTER ENTMT PLC ADR 370 474
    GENMAB A/S SPON 1,416 2,053
    GIVAUDAN SA UNSP/ADR 1,456 1,888
    HDFC BANK LTD ADR 824 1,151
    HENRY JACK & ASSOC INC 6,774 6,326
    HERMES INTL 10 ADR 844 1,593
    HOME DEPOT INC 23,475 38,661
    HONEYWELL INTL 11,264 19,894
    HONG KONG EX&CL UNSP/ADR 817 1,207
    HOYA CORP SPONS ADR 860 1,328
    HUTCHINSON CHINA MEDITECH LTD 458 559
    IBERDROLA ADR 736 805
    INDUSTRIA DE DISENO 1,272 1,398
    ING GROUP N V SPONSORED ADR 489 605
    INTERACTIVE BROKERS GROUP, INC 6,549 8,927
    ISHARE SP SMALL CAP 600 INDEX 3,627 6,331
    ISHARES CORE MSCI EAFE ETF 57,091 68,706
    ISHARES CORE MSCI EMERGING MAR 26,263 30,591
    ISHARES CURRENCY HEDGED MSCI J 6,124 6,450
    ISHARES MSCI RUSSIA CAPPED IND 6,278 6,159
    ISHARES RUSSELL MIDCAP VALUE 5,935 6,203
    ISHARES TRUST MSCI EAFE INDEX 11,162 14,488
    JARDINE MATHESON UNS/ADR 404 582
    JOHNSON & JOHNSON 30,829 35,508
    JP MORGAN CHASE 22,842 38,055
    KERING UNSPON ADR EA REPR 0.1 1,705 2,409
    KEYENCE CORPORATION,FIRST SECT 2,495 3,637
    KON KPN NV SPON ADR REP 1 ORD 473 575
    KONINKLIJKE PHILIPS ELECTRONIC 762 803
    L'AIR LIQUIDE ADR OTC 1,452 1,571
    L'OREAL ADR 929 1,465
    LENNOX INTL INC 6,453 8,978
    LIGHTSPEED POS SUBORDINATE VOT 500 391
    LINDE PLC COM 6,903 12,449
    LOCKHEED MARTIN CORP 6,995 7,643
    LONDON STK EXCHANGE GROUP 2,481 2,380
    LOOMIS SAYLES SR FLOATING RATE 132,399 135,225
    LPL FINANCIAL HOLDINGS INC 8,799 10,825
    LVMH MOET HENN UNSP 682 1,259
    MARSH AND MCLENNAN COMPANIES I 4,164 8,674
    MASTERCARD INC 8,803 19,796
    MCDONALD'S CORP 6,814 10,313
    MEDTRONIC PLC 24,709 32,962
    MERCADOLIBRE, INC 847 1,481
    META PLATFORMS INC 11,028 18,767
    MICROSOFT CORP 14,016 60,355
    MORGAN STANLEY 7,056 7,092
    MSCI INC 8,101 16,622
    MURATA MFG INC UNSP/ADR 491 631
    NESTLE S.A 2,064 2,505
    NETEASE.COM INC COM STK 865 683
    NEXTERA ENERGY, INC 2,856 4,778
    NICE SYSTEMS LTD 556 566
    NIDEC CORPORATION ADR 567 998
    NIPPON TELEGRAPH & TELEPHONE C 755 927
    NORDSON CP 9,076 12,711
    NOTORI HOLDINGS 1,164 1,100
    NOVARTIS AG ADR 6,135 5,793
    NOVO NORDISK A S 2,566 4,295
    ORSTED A S 723 660
    PAYPAL HOLDINGS, INC 8,442 17,677
    PERNOD-RECARD SA 697 1,010
    PHILLIPS 66 5,825 6,356
    PNC FINANCIAL GROUP INC 10,956 11,818
    POOL CORP 8,276 16,485
    PROCTER GAMBLE CO 8,038 10,152
    QUALCOMM INC 10,266 9,446
    RAYTHEON TECHNOLOGIES CORP 8,700 11,730
    RECKITT BENCKISER GROUP 894 812
    RECRUIT HOLDINGS CO 842 1,331
    RELX PLC 1,545 1,871
    REPUBLIC SVCS INC 4,097 7,672
    RIO TINTO PLC SPONSORED ADR 362 380
    ROCKWELL AUTOMATION INC 4,312 7,027
    ROLLINS INC 4,355 5,742
    SAFRAN SA - UNSPON ADR 1,738 2,357
    SALESFORCE.COM 20,110 25,474
    SAP AKTIENGESELL ADS 2,280 2,461
    SCOTTS CO. CLASS A 13,417 13,955
    SHIN-ETSU CHEMICAL C 1,323 2,003
    SHIONOGI & CO LTD 1,277 1,434
    SITEONE LANDSCAPE SUPPLY INC 7,779 17,152
    SMC CORP 1,591 1,767
    SOFTBANK CP UNSP ADR 442 513
    STARBUCKS CORP COM 3,472 3,288
    STMICROELECTRONICS 1,628 2,001
    STRAUMANN HLDG 659 1,650
    T. ROWE PRICE HEALTH SCIENCES 60,000 85,717
    TAIWAN SEMICONDUCTOR MFG CO LT 1,430 3,184
    TELEDYNE TECH INC 2,644 4,941
    TENCENT HOLDINGS LIMITED 1,448 1,520
    TERADYNE INC 6,444 13,686
    TEXAS INSTRUMENTS INC 7,391 10,874
    TFI INTERNATIONAL 628 1,662
    THE COCA-COLA CO 11,046 12,965
    THOR INDS INC 8,646 10,298
    TJX COMPANIES INC 17,661 19,647
    TOKYO ELECTRON LTD 528 700
    TOTALENERGIES SE 1,088 1,303
    TRUIST FINANCIAL CORPORATION 10,282 12,821
    TRUMY 635 707
    UNICHARM CORP - SPN ADR 610 649
    UNION PACIFIC 7,381 11,587
    UNITED PARCEL SERVICE 9,793 12,381
    UNITEDHEALTH GROUP INC 10,118 23,484
    V F CORP 9,739 10,349
    VANGARD RUSSELL 1000 GROWTH 6,188 6,358
    VANGUARD GROWTH ETF 14,961 19,163
    VANGUARD LG-CAP ETF 39,786 73,348
    VANGUARD MID-CAP ETF 16,781 25,488
    VANGUARD RUSSELL 1000 VALUE ET 11,439 12,420
    VANGUARD RUSSELL 2000 ETF 10,751 12,814
    VANGUARD VALUE ETF 7,803 12,276
    WELLS FARGO & CO 10,001 10,846
    WESTERN ASSET SMASH SERIES C F 46,340 49,037
    WESTERN ASSET SMASH SERIES EC 126,190 130,921
    WESTERN ASSET SMASH SERIES M F 72,517 71,789
    WISDOMTREE JAPAN HEDGED EQUITY 6,170 6,403
    ZEBRA TECHNOLOGIES CORP 9,087 18,688

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    US Government Securities - End of Year Book Value:

    164,417
    US Government Securities - End of Year Fair Market Value:

    166,496
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 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   747,530 2,360,547
    MCGREW-MEYERS HOLDINGS, L.L.C.   473,894 597,978

    TY 2020 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 20,358     20,358
    Bank Charges 103 103    
    K-1 Exp MCGREW-MEYERS HOLDINGS 405 405    
    State or Local Filing Fees 50     50
    REGISTERED AGENT FEE 270     270


    TY 2020 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 789 789  
    K-1 Inc/Loss MCGREW-MEYERS HOLDINGS, L.L.C. 193 193  
    Federal Tax Refund 3,123    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 32,882 32,882    


    TY 2020 TaxesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 3,800      
    Foreign Tax Paid 429 429