Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 11-01-2024 , and ending 10-31-2025
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,660,153
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 right arrow.............
3 Interest on savings and temporary cash investments 2,303 2,303  
4 Dividends and interest from securities... 68,178 67,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 185,651
b Gross sales price for all assets on line 6a 1,655,680
7 Capital gain net income (from Part IV, line 2)... 185,651
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 2,462 2,462  
12 Total. Add lines 1 through 11........ 258,594 257,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 28,116 28,116    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,690 490    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 22,643 1,593   21,050
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,449 30,199   21,050
25 Contributions, gifts, grants paid....... 193,000 193,000
26 Total expenses and disbursements. Add lines 24 and 25 246,449 30,199   214,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,145
b Net investment income (if negative, enter -0-) 227,764
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 58,303 162,941 162,941
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 109,133 Click to see attachment
List of Attached Documents:
// Content
145,052
141,202
b Investments—corporate stock (attach schedule)....... 1,569,035 Click to see attachment
List of Attached Documents:
// Content
1,538,643
1,932,899
c Investments—corporate bonds (attach schedule)....... 399,651 Click to see attachment
List of Attached Documents:
// Content
300,591
381,359
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 945,729 Click to see attachment
List of Attached Documents:
// Content
946,769
2,041,752
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,081,851 3,093,996 4,660,153
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 3,081,851 3,093,996
29 Total net assets or fund balances (see instructions)..... 3,081,851 3,093,996
30 Total liabilities and net assets/fund balances (see instructions). 3,081,851 3,093,996
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
3,081,851
2
Enter amount from Part I, line 27a .....................
2
12,145
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,093,996
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,093,996
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,655,680   1,470,029 185,651
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       185,651
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 185,651
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 right arrow 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) 1 3,166
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 3,166
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,166
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,112
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,112
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 946
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow946 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNV
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,491,989
b
Average of monthly cash balances.......................
1b
110,070
c
Fair market value of all other assets (see instructions)................
1c
2,041,752
d
Total (add lines 1a, b, and c).........................
1d
4,643,811
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
4,643,811
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,657
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,574,154
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
228,708
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
228,708
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,166
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,166
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
225,542
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
225,542
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
225,542
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
214,050
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
214,050
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 225,542
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 211,023
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 214,050
a Applied to 2023, but not more than line 2a 211,023
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 2024 distributable amount..... 3,027
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
222,515
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 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 5,000

AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION

PO BOX 104142
PASADENA,CA91189
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

1314 SPRING ST
SAINT HELENA,CA94574
N/A PC General & Unrestricted 2,000

CENTER FOR RESTORATIVE JUSTICE WORKS

2350 WEST BEVERLY BLVD SUITE 2
MONTEBELLO,CA90640
N/A PC General & Unrestricted 1,000

CITY OF ST HELENA

1480 MAIN ST
ST HELENA,CA94574
N/A GOV St. Helena Fire Department Fund 4,000

COLLEGE TRACK

483 9TH ST STE 200
OAKLAND,CA94607
N/A PC General & Unrestricted 5,000

CRAIG BOND CHORAL SOCIETY

PO BOX 164
SAINT HELENA,CA94574
N/A PC General & Unrestricted 500

FIRST PRESBYTERIAN CHURCH OF ST HELENA

1428 SPRING ST
ST HELENA,CA94574
N/A PC One Great Hour of Sharing 1,000

FIRST PRESBYTERIAN CHURCH OF ST HELENA

1428 SPRING ST
ST HELENA,CA94574
N/A PC General & Unrestricted 2,500

FIRST PRESBYTERIAN CHURCH OF ST HELENA

1428 SPRING ST
ST HELENA,CA94574
N/A PC Family Center Christmas Tree and Christmas Ornament Drive 3,000

FRIENDS OF THE CAMEO

PO BOX 682
SAINT HELENA,CA94574
N/A PC General & Unrestricted 5,000

GUNILDA RIANDA SENIOR CENTER ASSOCIATION

1475 MAIN ST
SAINT HELENA,CA94574
N/A PC General & Unrestricted 10,000

HOLT INTERNATIONAL CHILDRENS SERVICES INC

250 COUNTRY CLUB RD
EUGENE,OR97401
N/A PC General & Unrestricted 33,000

HOMEBOY INDUSTRIES

130 W BRUNO ST
LOS ANGELES,CA90012
N/A PC General & Unrestricted 12,000

HUNKAPI PROGRAMS INC

12051 N 96TH ST
SCOTTSDALE,AZ85260
N/A PC General & Unrestricted 2,500

LARKIN STREET YOUTH SERVICES

134 GOLDEN GATE AVE
SAN FRANCISCO,CA94102
N/A PC General & Unrestricted 3,000

MISSISSIPPI STATE UNIVERSITY FOUNDATION INC

PO BOX 6149
MISSISSIPPI STATE,MS39762
N/A PC Autism and Developmental Disabilities Clinic Fund 5,000

NAPA VALLEY YOUTH ADVOCACY CENTER

513 SANITARIUM RD
SAINT HELENA,CA94574
N/A PC General & Unrestricted 1,000

NEWS

1141 PEAR TREE LN STE 220
NAPA,CA94558
N/A PC General & Unrestricted 15,000

OPPORTUNITY INTERNATIONAL INC

PO BOX 2826
CAROL STREAM,IL60132
N/A PC General & Unrestricted 20,000

PBS FOUNDATION

1225 S CLARK ST
ARLINGTON,VA22202
N/A SO I General & Unrestricted 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090
N/A PC General & Unrestricted 8,000

RELEVANT COMMUNITY CHURCH

21220 ELKHORN DR
ELKHORN,NE68022
N/A PC General & Unrestricted 3,000

Saint Helena High

1401 GRAYSON AVE
St Helena,CA94574
N/A GOV Drama Department Fund 5,000

ST HELENA COMMUNITY FOOD PANTRY

PO BOX 108
SAINT HELENA,CA94574
N/A PC General & Unrestricted 18,000

THE ST HELENA COMMUNITY BAND

PO BOX 261
SAINT HELENA,CA94574
N/A PC General & Unrestricted 2,000

TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YO

521 W 57TH ST 4TH FL
NEW YORK,NY10019
N/A PC General & Unrestricted 2,500

UP VALLEY FAMILY CENTERS OF NAPA COUNTY

1440 SPRING ST
SAINT HELENA,CA94574
N/A PC General & Unrestricted 4,000
Total .................................right arrow 3a 193,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 2,303  
4 Dividends and interest from securities ....     14 68,178  
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 ............
    18 185,651  
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 2,462  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   258,594  
13Total. Add line 12, columns (b), (d), and (e)..................
13
258,594
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
Tecumseh Foundation
EIN:
88-0299804
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLY FINL INC - 6.646% - 01/17 4,012 4,008
ALLY FINL INC BOND PERPETUAL - 5,808 6,511
AMERICAN ELEC PWR - 3.250% - 0 2,813 2,694
AMERICAN ELECTRIC POWER CO INC 6,024 6,076
AMERICAN TOWER CORP - 2.950% - 3,320 3,233
ARCH CAP GROUP LTD - 3.635% - 2,360 2,254
ATHENE HOLDING LTD - 3.950% - 3,907 3,608
BANK AMER CORP BOND - 6.300% - 2,031 2,006
BERKSHIRE HATHAWAY - 2.850% - 1,363 1,274
BIOGEN INC - 3.150% - 05/01/20 5,526 5,245
BK OF AMERICA SR NOTE - 5.080% 8,082 8,012
BP CAP MKTS AMER - 3.001% - 03 2,059 1,974
BP CAP MKTS P L C NOTE PERPETU 17,068 16,994
CHARTER COMMUNICATIONS - 3.500 3,579 3,595
CITIGROUP INC - 7.000% - ? 3,156 3,206
DOMINION ENERGY INC - 6.880% - 8,512 8,407
DOMINION ENERGY INC - 7.000% - 4,239 4,370
DUKE ENERGY CORP - 3.300% - 06 4,571 4,649
ENBRIDGE - 8.500% - 01/15/2084 2,287 2,300
GOLDMAN SACHS GROUP - 3.210% - 1,596 1,554
GOLDMAN SACHS GROUP - 3.500% - 5,930 5,970
GOLDMAN SACHS GROUP - 5.500% - 1,028 1,004
GOLDMAN SACHS GROUP INC SR GLO 1,930 1,979
KINDER MORGAN INC - 3.250% - 0 2,031 1,994
LINCOLN NATL CORP IND BOND PER 7,778 7,530
LTB INTERNATIONAL - 3.625% - 0 3,712 3,327
MACYS - 4.300% - 02/15/2043 1,409 1,444
MACYS RETAIL HOLDINGS LLC - 5. 1,415 1,628
MICRON TECHNOLOGY INC NOTE - 3 4,508 4,279
MORGAN STANLEY FIN LLC NT LKD 99,999 182,081
MORGAN STANLEY SER F MTN - 2.4 4,964 5,234
NASDAQ INC - 3.250% - 04/28/20 3,671 3,520
NEXTERA ENERGY CAP HOLDINGS IN 6,022 6,247
NEXTERA ENERGY CAP HOLDINGS IN 4,017 4,278
OCCIDENTAL PETROLEUM CORP - 4. 1,413 1,507
OCCIDENTAL PETROLEUM CORP - 4. 1,524 1,621
ORACLE CORP NOTE - 3.600% - 04 4,764 4,693
ORACLE CORP NOTE - 3.850% - 04 3,764 3,304
PACIFIC GAS & ELEC - 3.500% - 3,653 3,412
PHILLIPS 66 - 6.200% - 03/15/2 9,082 9,089
RTX CORP NOTE - 3.030% - 03/15 3,503 3,309
SIMON PPTY - 3.250% - 09/13/20 3,644 3,499
SOUTHERN CO - 6.380% - 03/15/2 8,000 8,550
STARBUCKS CORP - 3.500% - 11/1 3,875 3,583
VALERO ENERGY CORP - 3.650% - 2,230 2,111
VERIZON COMMUNICATIONS INC - 2 4,703 4,414
WELLS FARGO & CO - 3.000% - 04 2,967 2,986
WELLS FARGO & CO - 3.000% - 10 3,928 3,962
WILLIAMS COS INC - 3.500% - 10 2,814 2,834

TY 2024 InvestmentsCorpStockSchedule
Name:
Tecumseh Foundation
EIN:
88-0299804
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 1,483 4,005
ABBOTT LABS 17,225 18,172
ABBVIE INC 15,275 19,842
AGNC INV CORP 8.75 DEP PF SR H 2,000 2,032
AGNC INVESTMENT CORP 7,278 7,383
AIA GROUP LTD ADR 1,844 2,104
AIRBUS GROUP 1,053 2,579
ALLEGION PLC 8,199 12,433
ALLIANCEBERN GLOBAL THEMATIC G 124,999 133,353
AMADEUS IT HLDS SA 2,164 2,675
AMERICAN EXPRESS CO 18,365 23,808
ANALOG DEVICES INC 15,856 17,560
ANHEUSER BUSCH COS INC 905 853
ANNALY CAPITAL MANAGEMENT PFD 6,455 6,406
ASML HOLDING NV NY REG SHS 3,562 5,296
ASTRAZENECA PLC SP ADR 2,001 3,049
AUTOMATIC DATA PROCESSING INC 12,412 12,234
BAE SYSTEMS PLC 1,463 2,275
BANCO BILBAO ARG SA 1,156 1,530
BANCO SANTANDER CEN 1,103 1,391
BARRICK MINING CORP 929 886
BEIGENE LTD 533 931
BENTLEY SYSTEMS INC CL B 9,120 12,708
BERKLEY W R CP 5,012 13,198
BJ'S WHLSL CLUB INC 5,763 6,884
BLACKROCK HIGH YIELD BOND PORT 27,449 24,811
BLACKROCK INC 19,145 21,656
BRIGHT HORIZONS FAMILY SOLUTIO 7,926 6,881
BRITISH AMERICAN TOBACCO PLC 853 1,075
BROADCOM INC 31,703 57,293
CANADIAN NATL RAILWAY CO 1,779 1,343
CAP GEMINI SA UNSP/ADR 1,135 923
CARLYLE FIN LLC NT CAL 61 - 4. 54 53
CHEMED CORP 5,438 5,176
CHOICE HOTELS INTERNATIONAL IN 7,575 5,764
CHUBB LIMITED 10,246 10,247
CHUGAI PHARMACEUTICAL CO., LTD 1,177 1,143
CISCO SYSTEMS INC 11,375 11,405
COMPUTERSHARE LTD ADR 638 623
COOPER COMPANIES INC 9,138 8,249
DAIICHI SANKYO CO LTD SPONSORE 1,814 1,430
DAIKIN INDS LTD ADR 1,176 847
DBS GROUP HLDGS SPON ADR 810 1,820
DEUTSCHE BANK AG 1,075 2,289
DRIEHAUS EMERGING MARKETS GROW 64,999 102,168
DSV UNSP ADR EACH REPR 0.5 ORD 1,486 2,123
EATON CORP PLC 20,551 22,894
ENGIE 1,186 1,950
EPIROC AB 2,120 2,238
EQUIFAX INC 6,141 8,022
ESSILOR INTL ADR 1,381 3,671
EVOLUTION GAMING GROUP AB ADR 940 735
EXPONENT, INC 5,756 4,603
EXXON MOBIL CORP 13,726 14,066
FERRARI NV 866 808
FRANKLIN FTSE INDIA ETF 49,854 45,713
FUJITSU LTD ADR OTC 736 1,277
GROUPE DANONE ADS 719 1,041
HALMA PLC ADR 1,462 1,790
HAMILTON LANE INC 5,694 4,217
HEIDELBERG MATERIALS AG ADR 757 749
HENRY JACK & ASSOC INC 8,456 7,298
HITACHI LTD 1,073 2,490
HOME DEPOT INC 25,018 26,571
HONG KONG EX&CL UNSP/ADR 1,686 2,406
HOYA CORP SPONS ADR 613 813
IBERDROLA ADR 1,970 2,594
IMPERIAL BRANDS PL 1,319 1,947
INDUSTRIA DE DISENO 924 2,180
INTERACTIVE BROKERS GROUP, INC 3,768 17,379
INTESA SANPAOLO SPA 1,380 1,395
INVESCO AI AND NEXT GEN SOFTWA 69,844 92,688
INVESCO KBW BANK 3,702 3,619
INVESCO ULTRA SHORT DURATION E 12,838 12,809
ISHARES 0 5 YEAR HIGH YIELD CO 39,473 39,547
ISHARES 0-3 MONTH TREASURY 2,311 2,317
ISHARES 20+ YR TREAS BD 13,876 13,724
ISHARES CORE MSCI EAFE ETF 44,140 58,051
ISHARES CORE MSCI EMERGING MAR 13,465 18,365
ISHARES S&P U.S. PREFERRED STO 12,773 12,796
ISHARES SHORT MATURITY BOND ET 15,369 15,438
ISHARES TRUST 0-5 YR INVT GRAD 4,856 4,929
ITOCHU CORP ADR OTC 1,171 1,500
JOHNSON & JOHNSON 20,769 24,175
JP MORGAN CHASE 21,046 34,223
KERING UNSPON ADR EA REPR 0.1 407 388
KEYENCE CORP NPV 1,247 1,117
KINGSPAN GROUP 776 672
KOMATSU LTD 897 803
KON KPN NV SPON ADR REP 1 ORD 787 1,134
KRANESHARES CSI CHINA INTERNET 3,594 3,635
L'AIR LIQUIDE ADR OTC 954 1,353
L'OREAL ADR 1,766 1,920
LENNOX INTL INC 3,442 8,080
LINCOLN NATL CORP SER D 9.0% 5,710 5,526
LINDE PLC COM 19,632 20,078
LONDON STK EXCHANGE GROUP 2,250 2,740
LPL FINANCIAL HOLDINGS INC 5,311 15,092
LVMH MOET HENN UNSP 2,720 2,687
MARSH AND MCLENNAN COMPANIES I 11,807 9,798
MARUBENI CORP ADR CNV INTO 10 999 1,231
MCDONALD'S CORP 15,370 17,011
MICROSOFT CORP 40,579 82,332
MORGAN STANLEY 19,414 27,552
MTU AERO ENGINES 700 1,530
MUENCHENER RUECKVERS 1,266 1,500
NATWEST GROUP ADR REPRESENTING 1,242 2,305
NESTLE S.A 2,447 2,101
NEXTERA ENERGY, INC 19,639 22,222
NINTENDO CO LTD ADR UNSPON 1,594 1,801
NORDSON CP 7,261 9,278
NOVO NORDISK A S 2,470 2,621
NUVEEN AMT FREE QUALITY MUNICI 3,301 3,239
NUVEEN DIVIDEND ADVANTAGE MUNI 3,707 3,657
OLLIES BARGAIN OUTLET HOLDINGS 5,623 7,490
ORACLE CORP 21,782 33,351
PIMCO ENHANCED SHORT MATURITY 10,242 10,270
PIMCO MUNI INCOME FUND II 2,084 2,236
POOL CORP 7,931 8,012
PROCTER GAMBLE CO 14,746 15,338
PROLOGIS 21,942 23,949
RAYTHEON TECHNOLOGIES CORP 19,529 24,812
RECRUIT HOLDINGS CO 713 835
REINSURANCE GRP OF AMERICA INC 3,107 3,021
RELX PLC 1,582 2,035
REPUBLIC SVCS INC 4,734 6,039
RHEINMETALL AG UNSPONSORD ADR 960 1,178
ROLLINS INC 5,594 10,831
ROLLS ROYCE GRP PLC S/ADR 1,517 4,167
RWE AKTIENGESELLSCHAF 1,418 1,632
RYANAIR HOLDINGS PLC-ADR COM 935 1,187
SAFRAN SA - UNSPON ADR 1,330 4,698
SAIA, INC 7,285 7,020
SAP AKTIENGESELL ADS 2,309 3,380
SERVICETITAN INC CL A 4,027 4,341
SHIN-ETSU CHEMICAL C 898 1,034
SHOPIFY INC 201 1,043
SITEONE LANDSCAPE SUPPLY INC 4,688 5,710
SMC CORP 1,061 682
SONY GROUP CORP 1,401 1,785
STANDARD CHARTERED 1,008 1,534
SUZUKI MOTOR CORP UNSP ADR 945 1,259
TAIWAN SEMICONDUCTOR MFG CO LT 23,767 40,858
TDK CORP 831 1,964
TECHNOLOGY SPDR 2,967 4,210
TELEDYNE TECH INC 7,416 10,010
TENCENT HOLDINGS LIMITED 897 1,221
TERUMO CORP 596 484
TEXAS INSTRUMENTS INC 17,658 15,500
THE COCA-COLA CO 15,695 17,501
THOR INDS INC 7,362 8,974
TJX COMPANIES INC 17,057 24,384
TOKYO ELECTRON LTD 866 1,431
TOTALENERGIES SE 1,722 1,743
TRANE TECHNOLOGIES PLC 11,816 15,703
TRIMBLE NAV LTD 7,415 7,417
ULS 6,786 10,045
UNICREDIT SPA 1,531 3,097
UNION PACIFIC 18,928 18,291
UNIVERSAL DISPLAY CORP 13,658 10,457
VANGARD RUSSELL 1000 GROWTH 18,825 25,856
VANGUARD CORP BOND ETF LONG TE 2,254 2,323
VANGUARD LG-CAP ETF 26,603 57,428
VANGUARD MID-CAP ETF 21,610 29,964
VANGUARD RUSSELL 1000 VALUE ET 19,829 23,615
VANGUARD RUSSELL 2000 ETF 11,945 14,931
VANGUARD ULTRASHORT BOND 16,694 16,737
VIRTUS ALLIANZGI CONVERTIBLE & 2,896 2,744
VOLVO AS-A ADR 678 660
WATSCO INC 6,606 8,096
WOLTERS KLUWER S/ADR 1,437 1,356
ZEBRA TECHNOLOGIES CORP 7,269 7,539
ZURN WATER SOLUTIONS 7,273 12,154

TY 2024 InvestmentsGovtObligationsSch
Name:
Tecumseh Foundation
EIN:
88-0299804
US Government Securities - End of Year Book Value:

145,052
US Government Securities - End of Year Fair Market Value:

141,202
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 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   474,026 1,569,009
MCGREW-MEYERS HOLDINGS, L.L.C.   472,743 472,743

TY 2024 OtherExpensesSchedule
Name:
Tecumseh Foundation
EIN:
88-0299804
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 20,732     20,732
Bank Charges 171 171    
K-1 Exp ASPEN STILLWATER PROPE 1,029 1,029    
K-1 Exp MCGREW-MEYERS HOLDINGS 393 393    
Registered Agent Fee 318     318


TY 2024 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 2,270 2,270  
K-1 Inc/Loss MCGREW-MEYERS HOLDINGS, L.L.C. 192 192  


TY 2024 OtherProfessionalFeesSchedule
Name:
Tecumseh Foundation
EIN:
88-0299804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 28,116 28,116    


TY 2024 TaxesSchedule
Name:
Tecumseh Foundation
EIN:
88-0299804
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 2,200      
Foreign Tax Paid 490 490