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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
TECUMSEH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 701
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ABILENE, TX79604
A Employer identification number

74-2807652
B Telephone number (see instructions)

(325) 627-7010
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$41,094,615
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 476,331 451,875  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -287,931
b Gross sales price for all assets on line 6a 3,888,142
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 2,962
b Less: Cost of goods sold.... 5,014
c Gross profit or (loss) (attach schedule)..... -2,052  
11 Other income (attach schedule)....... 650,954 506,550  
12 Total. Add lines 1 through 11........ 837,302 958,425  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,119 0   0
b Accounting fees (attach schedule)....... 25,295 0   0
c Other professional fees (attach schedule).... 117,774 117,424   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 75,649 38,950   0
19 Depreciation (attach schedule) and depletion... 284,916 195,882  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 972 972   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 507,725 353,228   0
25 Contributions, gifts, grants paid....... 2,159,950 2,159,950
26 Total expenses and disbursements. Add lines 24 and 25 2,667,675 353,228   2,159,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,830,373
b Net investment income (if negative, enter -0-) 605,197
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 62,161 51,910 51,910
2 Savings and temporary cash investments......... 338,748 1,407,048 1,407,048
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)      
b Investments—corporate stock (attach schedule)....... 21,653,174 Click to see attachment9,925,605 24,061,264
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,730,886 Click to see attachment2,143,908 15,574,303
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment23,835,480 Click to see attachment25,051,326 Click to see attachment90
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 50,620,449 38,579,797 41,094,615
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) Click to see attachment0 Click to see attachment413,271
23 Total liabilities (add lines 17 through 22)......... 0 413,271
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........ 50,620,357 38,166,434
27 Paid-in or capital surplus, or land, bldg., and equipment fund 92 92
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 50,620,449 38,166,526
30 Total liabilities and net assets/fund balances (see instructions). 50,620,449 38,579,797
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
50,620,449
2
Enter amount from Part I, line 27a .....................
2
-1,830,373
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,240,416
4
Add lines 1, 2, and 3 ..........................
4
50,030,492
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,863,966
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,166,526
Form 990-PF (2021)
Form 990-PF (2021)
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 CAPITAL GAINS/LOSSES FROM K-1S P 2021-01-01 2021-12-31
b CAPITAL GAIN DIVIDENDS P 2021-01-01 2021-12-31
c ADVANCED MICRO DEVICES INC   2021-01-01 2021-12-31
d AMAZON.COM INC   2021-01-01 2021-12-31
e CENTENE CORP DEL COM   2021-01-01 2021-12-31
CHEVRON CORP NEW COM   2021-01-01 2021-12-31
COCA-COLA CO   2021-01-01 2021-12-31
CONOCOPHILLIPS   2021-01-01 2021-12-31
CVS HEALTH CORP COM   2021-01-01 2021-12-31
ISHARES CORE S&P MIDCAP ETF   2021-01-01 2021-12-31
JOHNSON & JOHNSON   2021-01-01 2021-12-31
JPMORGAN CHASE & CO   2021-01-01 2021-12-31
LAM RESEARCH CORP COM   2021-01-01 2021-12-31
MAIN STREET CAPITAL CORP   2021-01-01 2021-12-31
MCDONALDS CORP   2021-01-01 2021-12-31
MEDTRONIC PLC   2021-01-01 2021-12-31
MERCK & CO INC   2021-01-01 2021-12-31
META PLATFORMS INC CL A   2021-01-01 2021-12-31
NIKE INC CL B COM   2021-01-01 2021-12-31
ORGANON & CO COMMON STOCK COM   2021-01-01 2021-12-31
PEPSICO INC COM   2021-01-01 2021-12-31
SERVICENOW INC   2021-01-01 2021-12-31
SPDR S&P BIOTECH ETF   2021-01-01 2021-12-31
SPLUNK INC   2021-01-01 2021-12-31
UNITEDHEALTH GROUP INC   2021-01-01 2021-12-31
VANGUARD FTSE EMERGING MARKETS   2021-01-01 2021-12-31
VANGUARD INFORMATION TECHNOLOG   2021-01-01 2021-12-31
WORKDAY INC CLASS A   2021-01-01 2021-12-31
(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     56,195 -56,195
b 63,847     63,847
c 93,819   35,858 57,961
d 3,192   575 2,617
e 59   55 4
100   111 -11
51   38 13
2,267,325   3,058,726 -791,401
70   74 -4
253   122 131
161   3 158
151   41 110
564   195 369
400,065   338,164 61,901
212   163 49
119   77 42
75     75
266   117 149
80,190   34,784 45,406
8,831   4,763 4,068
133   64 69
40,371   22,697 17,674
151   84 67
76,880   111,667 -34,787
331   264 67
273,710   251,684 22,026
576,954   259,397 317,557
262   155 107
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       -56,195
b       63,847
c       57,961
d       2,617
e       4
      -11
      13
      -791,401
      -4
      131
      158
      110
      369
      61,901
      49
      42
      75
      149
      45,406
      4,068
      69
      17,674
      67
      -34,787
      67
      22,026
      317,557
      107
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 -287,931
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,412
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,412
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 49,255
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 29
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,284
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,872
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet40,872 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletCONDLEY COMPANY LLP Telephone no.bullet (325) 677-6251

    Located atbulletPO BOX 2993ABILENETX ZIP+4bullet79604
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    JOHN J MATTHEWS PRESIDENT/DIRECTOR
    0.00
    0 0 0
    PO BOX 701
    ABILENE,TX79604
    MARGARET MATTHEWS VICE PRESIDENT/DIRECTOR
    0.00
    0 0 0
    PO BOX 701
    ABILENE,TX79604
    WATT MATTHEWS SECRETARY/DIRECTOR
    0.00
    0 0 0
    PO BOX 701
    ABILENE,TX79604
    DENNIS WILKINSON TREASURER/DIRECTOR
    0.00
    0 0 0
    PO BOX 701
    ABILENE,TX79604
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 N/A 0
    2  
    3  
    4  
    Part VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    22,855,378
    b
    Average of monthly cash balances.......................
    1b
    2,719,123
    c
    Fair market value of all other assets (see instructions)................
    1c
    15,574,303
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,148,804
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    41,148,804
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    617,232
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    40,531,572
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,026,579
    Part X
    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 IX, line 6..................
    1
    2,026,579
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,412
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,412
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,018,167
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,018,167
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,018,167
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,018,167
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,838,689
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,159,950
    a Applied to 2020, but not more than line 2a 1,838,689
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 321,261
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    1,696,906
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    MISSY FENTON
    PO BOX 701
    ABILENE,TX79604
    (325) 627-7070
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS SHOULD BE WRITTEN
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RECIPIENTS MUST BE TAX-EXEMPT ENTITIES
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 QUARTER HORSE FOUNDATION
    PO BOX 32111
    AMARILLO,TX79120
    NONE PC OPERATIONAL SUPPORT 1,050
    AUSTIN GERMAN SHEPHERD RESCUE
    PO BOX 3339
    MANOR,TX78653
    NONE PC OPERATIONAL SUPPORT 1,000
    AUSTIN PETS ALIVE
    2807 MANCHACA RD
    AUSTIN,TX78704
    NONE PC OPERATIONAL SUPPORT 5,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DR
    AUSTIN,TX78744
    NONE PC OPERATIONAL SUPPORT 10,000
    CHAMPIONS OFF THE FIELD
    1703 W 5TH ST STE 800
    AUSTIN,TX78703
    NONE PC OPERATIONAL SUPPORT 3,000
    CHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 E 16TH AVE STE 045
    AURORA,CO80045
    NONE PC OPERATIONAL SUPPORT 176,850
    COLORADO ACADEMY CA FUND
    3800 SOUTH PIERCE ST
    DENVER,CO80235
    NONE PC OPERATIONAL SUPPORT 310,000
    COMITIS CRISIS CENTER INC
    2178 VICTOR ST
    AURORA,CO80045
    NONE PC OPERATIONAL SUPPORT 150,000
    DAWN CLINIC
    1445 DAYTON ST
    AURORA,CO80010
    NONE PC OPERATIONAL SUPPORT 150,000
    DELL CHILDREN'S GRANDPARENTS TRUST
    4900 MUELLER BLVD
    AUSTIN,TX78723
    NONE PC OPERATIONAL SUPPORT 1,000
    DELL CHILDREN'S MEDICAL CENTER FOUNDATION
    4900 MUELLER BLVD
    AUSTIN,TX787239904
    NONE PC OPERATIONAL SUPPORT 20,000
    DUMB FRIENDS LEAGUE
    2080 S QUEBEC ST
    DENVER,CO80231
    NONE PC OPERATIONAL SUPPORT 120,000
    EMANCIPET
    7010 EASY WIND DRIVE STE 260
    AUSTIN,TX78752
    NONE PC OPERATIONAL SUPPORT 5,000
    ENVIRONMENT COLORADO
    1543 WAZEE ST 400
    DENVER,CO80202
    NONE PC OPERATIONAL SUPPORT 50,000
    EXPLORE AUSTIN
    PO BOX 50470
    AUSTIN,TX78783
    NONE PC OPERATIONAL SUPPORT 20,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239
    NONE PC OPERATIONAL SUPPORT 60,000
    FOOD FOR THOUGHT DENVER
    1600 W COLFAX AVE
    DENVER,CO80204
    NONE PC OPERATIONAL SUPPORT 50,000
    FRIENDS OF THE LBJ LIBRARY
    2313 RED RIVER STREET
    AUSTIN,TX78705
    NONE PC OPERATIONAL SUPPORT 2,500
    HAVERN SCHOOL
    4000 S WADSWORTH BLVD
    LITTLETON,CO80123
    NONE PC OPERATIONAL SUPPORT 50,000
    HELPING HAND HOME FOR CHILDREN
    PO BOX 4185
    AUSTIN,TX78765
    NONE PC OPERATIONAL SUPPORT 10,000
    HOSPICE AUSTIN
    4107 SPICEWOOD SPIRNGS ROAD SUITE
    100
    AUSTIN,TX787598645
    NONE PC OPERATIONAL SUPPORT 10,000
    KAMUKAMA FOUNDATION
    2507 BOWMAN AVE
    AUSTIN,TX78703
    NONE PC OPERATIONAL SUPPORT 1,000
    KLRU FRIENDS OF ACL
    P O BOX 7158
    AUSTIN,TX787137158
    NONE PC OPERATIONAL SUPPORT 5,000
    LUBIRD'S LIGHT
    4580 W WAGON TRAIL RD
    LITTLETON,CO80123
    NONE PC OPERATIONAL SUPPORT 12,000
    MAYFIELD PARK COMMUNITY PROJECT
    200 S LAMAR BLVD
    AUSTIN,TX78704
    NONE PC OPERATIONAL SUPPORT 1,000
    MEALS ON WHEELS AND MORE
    3227 EAST 5TH STREET
    AUSTIN,TX78702
    NONE PC OPERATIONAL SUPPORT 1,000
    MOBILE LOAVES AND FISHES
    903 CAPITAL OF TEXAS HWY
    AUSTIN,TX78746
    NONE PC OPERATIONAL SUPPORT 10,000
    MOUNTAINFILM
    122 S OAK STREET
    TELLURIDE,CO81435
    NONE PC OPERATIONAL SUPPORT 40,000
    OCEAN FIRST INSTITUTE
    3015 BLUFF ST
    BOULDER,CO80301
    NONE PC OPERATIONAL SUPPORT 75,000
    PEASE PARK CONSERVANCY
    PO BOX 50065
    AUSTIN,TX78763
    NONE PC OPERATIONAL SUPPORT 5,000
    PRODIGY VENTURES INC
    80 RICHMOND STREET WEST
    TORONTO    
    CA
    NONE PC OPERATIONAL SUPPORT 100,000
    PROJECT WORTHMORE
    1666 ELMIRA STREET
    AURORA,CO80010
    NONE PC OPERATIONAL SUPPORT 100,000
    SAME CAFE
    2023 E COLFAX AVE
    DENVER,CO80206
    NONE PC OPERATIONAL SUPPORT 25,000
    SAN MIGUEL COUNTY SEARCH AND RESCUE
    85163 L ROAD
    TELLURIDE,CO81435
    NONE PC OPERATIONAL SUPPORT 75,000
    SPIRIT REINS
    2055 COUNTY RD 284
    LIBERTY HILL,TX78642
    NONE PC OPERATIONAL SUPPORT 2,500
    ST DAVID'S EPISCOPAL CHURCH
    P O BOX 315
    AUSTIN,TX787670315
    NONE PC OPERATIONAL SUPPORT 2,500
    SUSAN G KOMEN FOR THE CURE
    5005 LBJ FWY STE 250
    DALLAS,TX75244
    NONE PC OPERATIONAL SUPPORT 200
    TELLURIDE FIRE PROTECTION DISTRICT
    PO BOX 1645
    TELLURIDE,CO81435
    NONE PC OPERATIONAL SUPPORT 75,000
    TELLURIDE MEDICAL CENTER FOUNDATION
    PO BOX 1229
    TELLURIDE,CO81435
    NONE PC OPERATIONAL SUPPORT 170,000
    TELLURIDE SCIENCE RESEARCH CENTER
    PO BOX 2429
    TELLURIDE,CO81435
    NONE PC OPERATIONAL SUPPORT 100,000
    THE REFUGE FOR DMST
    PO BOX 90804
    AUSTIN,TX78709
    NONE PC OPERATIONAL SUPPORT 10,000
    THE SETTLEMENT HOME
    1600 PAYTON GIN ROAD
    AUSTIN,TX78758
    NONE PC OPERATIONAL SUPPORT 1,000
    THE TRAIL FOUNDATION
    PO BOX 2382
    SAN ANTONIO,TX78290
    NONE PC OPERATIONAL SUPPORT 10,000
    THERAPY PET PALS OF TEXAS
    3930 BEE CAVE ROAD SUITE C
    AUSTIN,TX78746
    NONE PC OPERATIONAL SUPPORT 3,000
    TRUE NORTH YOUTH PROGRAM
    305 SOCIETY DR
    TELLURIDE,CO81435
    NONE PC OPERATIONAL SUPPORT 20,000
    UNIVERSITY OF TEXAS SYSTEMS OFFICE OF EXTERNAL RELATIONS
    210 WEST 6TH ST SUITE 1200
    AUSTIN,TX787012901
    NONE PC OPERATIONAL SUPPORT 2,500
    UNIVERSITY OF TEXAS
    110 INNER CAMPUS DRIVE
    AUSTIN,TX78705
    NONE PC OPERATIONAL SUPPORT 600
    URBAN PEAK
    2100 STOUT ST
    DENVER,CO80205
    NONE PC OPERATIONAL SUPPORT 100,000
    WEST AUSTIN NEIGHBORHOOD GROUP
    P O BOX 5722
    AUSTIN,TX787635722
    NONE PC OPERATIONAL SUPPORT 250
    WEST AUSTIN YOUTH ASSOCIATION
    1314 EXPOSITION BLVD
    AUSTIN,TX78703
    NONE PC OPERATIONAL SUPPORT 2,000
    ZACHARY SCOTT THEATRE
    1510 TOOMEY ROAD
    AUSTIN,TX78704
    NONE PC OPERATIONAL SUPPORT 5,000
    Total .................................bullet 3a 2,159,950
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
             
    4 Dividends and interest from securities ....          
    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 -287,931  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory 211110 -2,052      
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 142,352 694,950 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    837,302
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 25,295 0   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVANCED MICRO DEVICES INC 171,411 385,076
    ALPHABET INC CL A 166,104 518,570
    AMAZON.COM INCORPORATED 218,628 473,476
    AMEN PROPERTIES 29,756 34,365
    APPLE INC COM 135,655 751,831
    BLACKROCK INC 176,329 371,717
    BLACKSTONE GROUP INC COM CL A 125,047 307,301
    CENTENE CORP 148,991 202,704
    CHEVRON CORP NEW COM 282,900 336,560
    CITIGROUP INC 70,011 59,545
    COCA-COLA CO 218,960 274,616
    CONCHO RESOURCES INC 81,999 105,816
    CVS HEALTH CORPORATION 171,250 250,472
    FIRST FINANCIAL BANKSHARES 30,088 5,987,387
    FIRST FINANCIAL BANKSHARES 1,162,034 2,780,694
    HONEYWELL INTERNATIONAL INC 148,923 236,659
    ISHARES CORE S&P MIDCAP ETF 787,391 1,358,784
    ISHARES CORE S&P SMALL CAP ETF 201,977 348,683
    ISHARES MSCI EMERGING MARKETS ETF 36,568 69,514
    ISHARES TRANSPORTATION AVERAGE ETF 140,475 214,268
    JOHNSON & JOHNSON 103,949 275,423
    JPMORGAN CHASE & CO 246,778 441,005
    LAM RESEARCH CORP COM 73,547 253,141
    LOCKHEED MARTIN CORP 128,467 140,032
    LOWES COMPANIES INC 77,184 214,021
    MAIN STREET CAPITAL CORP 280,439 1,019,129
    MASTERCARD INC CL A 344,346 437,652
    MCDONALDS CORP 50,163 81,225
    MEDTRONIC PLC 131,237 154,865
    MERCK & CO 129,722 263,028
    META PLATFORMS INC CL A 118,958 254,953
    MICROSOFT CORP 126,066 682,057
    MONDELEZ INTERNATIONAL INC 178,915 290,438
    NIKE INC CL B 36,663 97,669
    NORTHROP GRUMMAN CORP 65,710 80,511
    NOVARTIS AG SPON ADR 49,680 61,229
    PEPSICO INC 179,385 294,265
    S&P GLOBAL INC 101,179 169,895
    SALESFORCE COM INC COM 192,897 203,812
    SERVICENOW INC 81,134 140,208
    SPDR S&P BIOTECH ETF 231,397 262,770
    THE WALT DISNEY CO 196,509 287,631
    UNITED HEALTH GROUP INC 53,611 98,419
    VANGUARD FTSE DEVELOPED MARKETS ETF 1,233,795 1,439,330
    VANGUARD FTSE EMERGING MARKETS ETF 434,324 551,331
    VANGUARD INFORMATION TECHNOLOGY INDEX ETF 37,762 75,598
    WORKDAY INC CLASS A 121,867 187,675
    AIM INTL MUT FUNDS INVESCO INTL MUT FDS SMALLMID 198,623 265,013
    JPMORGAN SMALL CAP EQUITY FUND 216,801 270,901

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    O&G PROPERTIES LESS ACCUM DEPLETION AT COST 697,060 1,422,858
    JMK INVESTMENTS FMV 331,595 2,877,941
    TEJON ENERGY FMV 1,115,253 11,273,504

    TY 2021 LiquidationExplanationStmt
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Statement:
    SEE STATEMENT ATTACHED


    TY 2021 LegalFeesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,119 0   0


    TY 2021 OtherAssetsSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNREALIZED GAIN 23,833,202 25,051,236  
    DIVIDEND RECEIVABLE 346 90 90
    DUE FROM JAMIE 1,932 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Description Amount
    NON-DEDUCTIBLE EXPENSES 70
    AT-RISK LIMITATIONS 9,818
    FUNDING OF COOPER MATTHEWS FOUNDATION 11,854,078


    TY 2021 OtherExpensesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ROYALTY EXPENSES 972 972   0


    TY 2021 OtherIncomeSchedule2
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTIES 404,950 404,950 404,950
    PARTNERSHIP INCOME 101,600 101,600 101,600
    PARTNERSHIP INCOME- UBI PORTION 144,404 0 144,404


    TY 2021 OtherIncreasesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Description Amount
    CHANGE IN UNREALIZED GAIN IN CORPORATE STOCKS 1,218,033
    ADDITIONAL PERCENTAGE DEPLETION 22,383


    TY 2021 OtherLiabilitiesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO COOPER MATTHEWS FOUNDATION 0 413,271


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 117,273 117,273   0
    MISCELLANEOUS EXPENSES 151 151   0
    WORKING INTEREST TRUSTEE FEES 350 0   0


    TY 2021 TaxesSchedule
    Name:
    TECUMSEH FOUNDATION
    EIN:
    74-2807652
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX EXPENSE 30,029 0   0
    FOREIGN TAX WITHHELD 6,670 0   0
    ROYALTY PRODUCTION TAX 19,603 19,603   0
    ROYALTY AD VALOREM TAX 19,347 19,347   0