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 11-01-2021 , and ending 10-31-2022
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$5,050,505
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 449 449  
4 Dividends and interest from securities... 49,966 49,966  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,574
b Gross sales price for all assets on line 6a 848,112
7 Capital gain net income (from Part IV, line 2)... 110,574
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)....... 18 18  
12 Total. Add lines 1 through 11........ 161,007 161,007  
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).... 26,686 26,686    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,640 340    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,846 592   16,254
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,172 27,618   16,254
25 Contributions, gifts, grants paid....... 271,350 271,350
26 Total expenses and disbursements. Add lines 24 and 25 318,522 27,618   287,604
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -157,515
b Net investment income (if negative, enter -0-) 133,389
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.............      
2 Savings and temporary cash investments......... 87,635 49,444 49,444
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) 164,417 Click to see attachment142,897 122,756
b Investments—corporate stock (attach schedule)....... 1,884,296 Click to see attachment1,921,973 1,884,353
c Investments—corporate bonds (attach schedule)....... 185,157 Click to see attachment190,259 159,971
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,221,424 Click to see attachment1,080,841 2,833,981
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) 3,542,929 3,385,414 5,050,505
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 3,542,929 3,385,414
29 Total net assets or fund balances (see instructions)..... 3,542,929 3,385,414
30 Total liabilities and net assets/fund balances (see instructions). 3,542,929 3,385,414
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
3,542,929
2
Enter amount from Part I, line 27a .....................
2
-157,515
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,385,414
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
3,385,414
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 Publicly-traded Securities      
b ASPEN STILLWATER PROPERTIES, LLC P 2012-10-31 2022-04-14
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 698,112   597,416 100,696
b 150,000   140,122 9,878
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       100,696
b       9,878
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 2 110,574
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  
3 Add lines 1 and 2........................... 3 1,854
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 1,854
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,861
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 3,861
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 2,007
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,007 RefundedBullet 11  
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$   (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 XIV..................................
    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 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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    Jill Wing Armijo Sec, Treas, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Caroline S Wing Dir, Pres
    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 (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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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.........................bullet  
    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
    2,433,771
    b
    Average of monthly cash balances.......................
    1b
    187,486
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,833,981
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,455,238
    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
    5,455,238
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    81,829
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,373,409
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    268,670
    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
    268,670
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,854
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,854
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    266,816
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    266,816
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    266,816
    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 7 266,816
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 283,438
    b Total for prior years:2019, 2018, 2017  
    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 ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 287,604
    a Applied to 2020, but not more than line 2a 283,438
    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 2021 distributable amount..... 4,166
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    262,650
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    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.... 0
    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).)
    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 (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
    ACTION PROGRAMS FOR ANIMALS
    537 N SOLANO DR
    LAS CRUCES,NM88001
    N/A PC General & Unrestricted 4,000
    AMERICAN CONSERVATORY THEATRE FOUNDATION
    415 GEARY ST
    SAN FRANCISCO,CA94102
    N/A PC General & Unrestricted 2,500
    AMERICAN PRAIRIE FOUNDATION
    PO BOX 908
    BOZEMAN,MT59771
    N/A PC General & Unrestricted 2,000
    BELOVED COMMUNITY
    1320 S SOLANO DR
    LAS CRUCES,NM88001
    N/A PC General & Unrestricted 500
    BOYS & GIRLS CLUBS OF ST HELENA & CALISTOGA INC
    1420 TAINTER ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 5,000
    CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
    PO BOX 7999
    SAN FRANCISCO,CA94120
    N/A PC General & Unrestricted 10,000
    CALISTOGA THEATER COMPANY
    PO BOX 277
    CALISTOGA,CA94515
    N/A PC General & Unrestricted 2,000
    CENTER FOR RESTORATIVE JUSTICE WORKS
    2350 W BEVERLY BLVD STE 200
    MONTEBELLO,CA90640
    N/A PC General & Unrestricted 1,000
    CITY OF ST HELENA
    1480 MAIN ST
    ST HELENA,CA94574
    N/A GOV St Helena Volunteer Fire Department fund 4,000
    COLLEGE TRACK
    112 LINDEN ST
    OAKLAND,CA94607
    N/A PC General & Unrestricted 8,000
    CONGREGATION BETH SHALOM
    1455 ELM ST
    NAPA,CA94559
    N/A PC Refugee Resettlement Fund 1,000
    CRAIG BOND CHORAL SOCIETY
    PO BOX 164
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Calistoga Food Pantry 250
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Christmas Joy program 1,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Pledge Giving fund 35,000
    FIRST PRESBYTERIAN CHURCH OF ST HELENA
    1428 SPRING ST
    ST HELENA,CA94574
    N/A PC Nova Ukraine Program 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 What If? Foundation fund 1,000
    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 General & Unrestricted 23,000
    HOLT INTERNATIONAL CHILDRENS SERVICES INC
    250 COUNTRY CLUB RD
    EUGENE,OR97401
    N/A PC Special Needs Kids fund 10,000
    HOMEBOY INDUSTRIES
    130 BRUNO ST
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 5,000
    LA CASA INC
    800 S WALNUT ST
    LAS CRUCES,NM88001
    N/A PC General & Unrestricted 9,000
    LARKIN STREET YOUTH SERVICES
    134 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102
    N/A PC General & Unrestricted 5,000
    MAKE-A-WISH FOUNDATION OF AMERICA
    1702 E HIGHLAND AVE STE 400
    PHOENIX,AZ85016
    N/A PC General & Unrestricted 1,000
    MILLARD UNITED SPORTS
    13308 MILLARD AVE
    OMAHA,NE68137
    N/A PC Gabbie Jonas memorial scholarship fund 1,000
    MISSISSIPPI PARENTS FOR VACCINE RIGHTS
    PO BOX 141
    PELAHATCHIE,MS39145
    N/A PC General & Unrestricted 2,000
    MISSISSIPPI STATE UNIVERSITY FOUNDATION INC
    PO BOX 6149
    MISSISSIPPI STATE,MS39762
    N/A PC Autism and Developmental Disabilities Clinic fund 6,000
    NEBRASKA HUMANE SOCIETY
    8929 FORT ST
    OMAHA,NE68134
    N/A PC General & Unrestricted 1,000
    NEWS
    1141 PEAR TREE LN STE 220
    NAPA,CA94558
    N/A PC General & Unrestricted 10,000
    OPPORTUNITY INTERNATIONAL INC
    101 N WACKER DRIVE STE 1150
    CHICAGO,IL60606
    N/A PC General & Unrestricted 30,000
    PACIFIC UNION COLLEGE
    1 ANGWIN AVE
    ANGWIN,CA94508
    N/A PC Ukraine fund 1,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 2,500
    SONOMA ECOLOGY CENTER
    PO BOX 1486
    ELDRIDGE,CA95431
    N/A PC General & Unrestricted 2,000
    ST HELENA COMMUNITY FOOD PANTRY
    PO BOX 108
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 10,000
    ST HELENA PUBLIC SCHOOLS FOUNDATION
    PO BOX 305
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 5,000
    STONEBRIDGE CHRISTIAN CHURCH
    15801 BUTLER AVE
    OMAHA,NE68116
    N/A PC General & Unrestricted 3,000
    TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YO
    521 WEST 57TH ST 4TH FL
    NEW YORK,NY10019
    N/A PC Development Department fund 3,000
    UP VALLEY FAMILY CENTERS OF NAPA COUNTY
    1440 SPRING ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 4,000
    WHITE BARN
    2727 SULPHUR SPRINGS AVE
    SAINT HELENA,CA94574
    N/A PC Outdoor stage fund 100
    WHITE BARN
    2727 SULPHUR SPRINGS AVE
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 1,000
    WORLD CENTRAL KITCHEN INCORPORATED
    200 MASSACHUSETTS AVE NW 7TH FL
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 2,500
    WORLDWIDE ORPHANS FOUNDATION
    244 5TH AVE STE K298
    NEW YORK,NY10001
    N/A PC General & Unrestricted 7,000
    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 8,000
    Total .................................bullet 3a 271,350
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 449  
    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 ............
        18 110,574  
    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 18  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   161,007  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    161,007
    (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

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

    TY 2021 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 2021 InvestmentsCorpBondsSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON INC - 2.100% - 05/12/20 8,045 6,399
    AT&T - 2.550% - 12/01/2033 2,937 2,944
    BANK AMER CORP MTN - 2.884% - 7,360 5,696
    CITIGROUP INC NOTE - 3.668% - 8,131 7,174
    COMCAST CORP NOTE - 4.150% - 1 7,439 6,571
    CVS CAREMARK CORP NOTE - 4.300 9,246 7,503
    ENTERPRISE PRODUCTS OPERTATING 4,805 4,002
    GOLDMAN SACHS - 3.800% - 03/15 8,038 6,016
    JP MORGAN CHASE BANK - 4.203% 10,102 9,037
    MORGAN STANLEY FIN LLC NT LKD 99,999 83,349
    SHELL INT'L FINANCE - 2.875% - 8,947 8,376
    VERIZON COMMUNICATIONS INC - 4 7,060 5,705
    WELLS FARGO - 3.584% - 08/05/2 8,150 7,199

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 1,785 1,837
    ABBOTT LABS 7,927 7,421
    ABBVIE INC 20,634 20,350
    ACCENTURE PLC 6,782 9,369
    ADIDAS AG 686 195
    ADYEN N.V. 626 489
    AIA GROUP LTD ADR 2,117 1,869
    AIRBUS GROUP 1,111 1,216
    ALLEGION PLC 7,373 7,543
    ALLIANCEBERN GLOBAL THEMATIC G 124,999 102,289
    ALPHABET INC CL A 9,322 15,405
    AMADEUS IT HLDS SA 973 938
    AMAZON COM 14,882 14,444
    AMERICA MOVIL SA 532 545
    AMERICAN ELECTRIC POWER INC 7,480 7,473
    AMGEN INC 6,442 7,029
    ANALOG DEVICES INC 9,476 8,129
    ANHEUSER BUSCH COS INC 1,535 1,253
    ANSYS INC 5,275 4,202
    AON PLC CL A 393 563
    APPLE INC 12,729 16,407
    ASAHI KAISAI CP ADR 861 640
    ASML HOLDING NV NY REG SHS 2,127 2,362
    ASPEN TECHNOLOGY INC COM 5,289 7,002
    ASSA ABLOY UNSP/ADR 399 392
    ASTRAZENECA 2,824 3,058
    ATLASSIAN CORP CL A 447 405
    AUTOMATIC DATA PROCESSING INC 5,093 6,043
    B&M EUROPEAN VALUE RETAIL SA A 572 252
    BEIGENE LTD 789 676
    BENTLEY SYSTEMS INC CL B 10,139 9,984
    BERKLEY W R CP 8,266 15,397
    BLACKROCK HIGH YIELD BOND PORT 77,114 63,732
    BLACKROCK INC 7,673 7,751
    BLACKROCK TECHNOLOGY OPPORTUNI 99,999 70,183
    BRIGHT HORIZONS FAMILY SOLUTIO 8,292 3,789
    BRITISH AMERICAN TOBACCO PLC 1,665 1,624
    BROADCOM INC 11,788 10,813
    CALRSBERG AS SP ADR REP B 1,815 1,572
    CHARLES RIV LABORATORIES INTL 8,256 9,976
    CHEMED CORP 6,335 6,536
    CHEMICAL AND MINING CO OF CHIL 678 562
    CHUBB LIMITED 6,223 11,389
    CISCO SYSTEMS INC 5,294 6,178
    COMCAST CORP 20,532 15,997
    COMPAGNIE FINANCIERE RICHEMONT 611 611
    COOPER COMPANIES INC 9,273 7,928
    COPART INC 6,990 8,972
    DAIICHI SANKYO CO LTD SPONSORE 711 768
    DAIKIN INDS LTD ADR 592 418
    DBS GROUP HLDGS SPON ADR 1,195 1,458
    DEUTSCHE BOERSE ADR 537 518
    DIAGEO PLC ADS 6,742 8,682
    DISCOVER FINL SVCS COM 6,121 5,223
    DNB BANK ASA 879 970
    DOLBY LABORATORIES 6,026 5,214
    DRIEHAUS EMERGING MARKETS GROW 65,000 65,693
    DSV UNSP ADR EACH REPR 0.5 ORD 484 609
    DUKE ENERGY CO 16,696 14,443
    ENEL SOCIETA PER AZI 1,129 576
    ENGIE 851 804
    EOG RESOURCES INC 7,804 12,150
    EPIROC AB 1,058 716
    EQUIFAX INC 7,379 7,799
    ESSILOR INTL ADR 1,778 2,066
    EXPONENT, INC 8,199 9,240
    FAIR ISSAC & CO INC 4,392 5,267
    FUJITSU LTD ADR OTC 920 711
    GENMAB A/S SPON 1,482 1,810
    GIVAUDAN SA UNSP/ADR 1,456 1,194
    GLOBUS MEDICAL INC 6,521 5,695
    GROUPE DANONE ADS 816 667
    HDFC BANK LTD ADR 824 997
    HENRY JACK & ASSOC INC 6,774 7,564
    HERMES INTL 10 ADR 844 1,294
    HOME DEPOT INC 7,139 9,476
    HONEYWELL INTL 8,110 8,365
    HONG KONG EX&CL UNSP/ADR 270 133
    IBERDROLA ADR 1,307 1,177
    INDUSTRIA DE DISENO 1,297 1,135
    ING GROUP N V SPONSORED ADR 489 393
    INPEX HOLDINGS INC 373 332
    INTERACTIVE BROKERS GROUP, INC 6,549 10,099
    ISHARE MSCI UK INDEX 5,569 4,795
    ISHARE SP SMALL CAP 600 INDEX 3,476 5,288
    ISHARES CORE MSCI EAFE ETF 75,495 66,028
    ISHARES CORE MSCI EMERGING MAR 31,542 24,690
    ISHARES MSCI AUSTRALIA INDEX F 5,593 4,621
    ISHARES MSCI BRAZIL FREE INDEX 2,297 2,450
    ISHARES RUSSELL MIDCAP VALUE 5,478 5,042
    ISHARES TRUST MSCI EAFE INDEX 1,120 1,008
    JARDINE MATHESON UNS/ADR 404 460
    JOHNSON & JOHNSON 26,062 31,837
    JP MORGAN CHASE 8,750 9,315
    KERING UNSPON ADR EA REPR 0.1 2,180 1,926
    KEYENCE CORPORATION,FIRST SECT 2,495 2,271
    KON KPN NV SPON ADR REP 1 ORD 1,012 923
    L'AIR LIQUIDE ADR OTC 1,014 889
    L'OREAL ADR 713 627
    LENNOX INTL INC 6,453 7,007
    LINDE PLC COM 6,903 11,597
    LONDON STK EXCHANGE GROUP 2,481 2,088
    LOOMIS SAYLES SR FLOATING RATE 70,175 63,299
    LPL FINANCIAL HOLDINGS INC 8,531 16,362
    LVMH MOET HENN UNSP 1,282 1,515
    MARSH AND MCLENNAN COMPANIES I 4,164 8,397
    MASTERCARD INC 9,268 18,050
    MCDONALD'S CORP 8,815 13,633
    MEDTRONIC PLC 18,021 16,944
    MERCADOLIBRE, INC 847 902
    MERCK & CO INC 17,381 18,722
    MICROSOFT CORP 20,084 43,640
    MORGAN STANLEY 7,210 5,834
    MTU AERO ENGINES 700 628
    NESTLE S.A 1,847 1,848
    NETEASE.COM INC COM STK 600 278
    NEXTERA ENERGY, INC 8,457 10,153
    NICE SYSTEMS LTD 556 380
    NIDEC CORPORATION ADR 567 494
    NIPPON TELEGRAPH & TELEPHONE C 1,397 1,295
    NOKIA 612 484
    NORDSON CP 9,076 11,250
    NOTORI HOLDINGS 1,164 541
    NOVO NORDISK A S 2,354 3,265
    NVIDIA CORP 14,166 8,638
    ORACLE CORP 9,268 9,759
    ORSTED A S 723 385
    PEPSICO INC 15,783 17,250
    PHILLIPS 66 6,469 9,386
    POOL CORP 8,276 9,735
    PROCTER GAMBLE CO 9,269 10,774
    PROLOGIS 7,445 6,645
    QUALCOMM INC 10,021 7,766
    RAYTHEON TECHNOLOGIES CORP 9,468 12,611
    RECKITT BENCKISER GROUP 1,514 1,168
    RECRUIT HOLDINGS CO 1,000 763
    RELX PLC 709 647
    REPUBLIC SVCS INC 3,019 5,570
    ROLLINS INC 4,355 6,859
    SAFRAN SA - UNSPON ADR 1,926 2,142
    SALESFORCE.COM 24,426 17,722
    SAP AKTIENGESELL ADS 1,895 1,345
    SCOTTS CO. CLASS A 13,417 4,316
    SHIN-ETSU CHEMICAL C 1,380 1,144
    SHIONOGI & CO LTD 885 707
    SHOPIFY INC 402 411
    SIKA AG BEARER SHS 793 763
    SITEONE LANDSCAPE SUPPLY INC 7,779 8,459
    SMC CORP 1,591 1,207
    SPDR SER TR S&P OIL & GAS EXPL 4,874 4,993
    STARBUCKS CORP COM 11,618 9,352
    STMICROELECTRONICS 1,437 1,089
    STRAUMANN HLDG 659 752
    T-MOBILE US INC 16,250 18,339
    T. ROWE PRICE HEALTH SCIENCES 60,000 67,822
    TAIWAN SEMICONDUCTOR MFG CO LT 1,675 1,539
    TELEDYNE TECH INC 6,878 7,960
    TENCENT HOLDINGS LIMITED 1,448 657
    TERADYNE INC 6,444 8,054
    TEXAS INSTRUMENTS INC 7,391 9,317
    TFI INTERNATIONAL 777 1,274
    THE COCA-COLA CO 9,520 11,790
    THERMO FISHER SCIENTIFIC INC 17,676 15,933
    THOR INDS INC 8,646 8,228
    TJX COMPANIES INC 8,740 9,445
    TOKYO ELECTRON LTD 264 198
    TOTALENERGIES SE 1,971 2,191
    TRUIST FINANCIAL CORPORATION 9,354 8,241
    TRUMY 635 485
    UNICHARM CORP - SPN ADR 610 485
    UNION PACIFIC 5,322 7,097
    UNITED PARCEL SERVICE 7,873 7,550
    UNITEDHEALTH GROUP INC 19,496 31,644
    VANGARD RUSSELL 1000 GROWTH 6,188 4,753
    VANGUARD GROWTH ETF 12,531 10,023
    VANGUARD LG-CAP ETF 38,002 56,997
    VANGUARD MID-CAP ETF 16,473 20,195
    VANGUARD RUSSELL 1000 VALUE ET 11,928 11,757
    VANGUARD RUSSELL 2000 ETF 10,751 10,294
    VANGUARD VALUE ETF 5,854 8,554
    VISA INC 18,298 18,023
    WAL-MART STORES INC 16,049 17,507
    WALT DISNEY HOLDINGS CO 21,485 17,153
    WATSCO INC 8,137 7,316
    WESTERN ASSET SMASH SERIES C F 40,349 38,089
    WESTERN ASSET SMASH SERIES EC 156,648 107,908
    WESTERN ASSET SMASH SERIES M F 67,295 48,021
    WORLDLINE 309 305
    ZEBRA TECHNOLOGIES CORP 8,827 9,629

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    US Government Securities - End of Year Book Value:

    142,897
    US Government Securities - End of Year Fair Market Value:

    122,756
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 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   607,197 2,360,337
    MCGREW-MEYERS HOLDINGS, L.L.C.   473,644 473,644

    TY 2021 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 15,973     15,973
    Bank Charges 114 114    
    K-1 Exp MCGREW-MEYERS HOLDINGS 478 478    
    Registered Agent Fee 281     281


    TY 2021 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 -210 -210  
    K-1 Inc/Loss MCGREW-MEYERS HOLDINGS, L.L.C. 228 228  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 26,686 26,686    


    TY 2021 TaxesSchedule
    Name:
    Tecumseh Foundation
    EIN:
    88-0299804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2022 3,300      
    Foreign Tax Paid 340 340