TECUMSEH FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: TECUMSEH FOUNDATION (EIN 88-0299804)
Tax period: 2009-11-01 to 2010-10-31
Filed: 2011-02-09
IRS object ID: 201100409349100200
Schema version: 2009v1.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-09T07:17:40-06:00	Timestamp
Tax Period End Date	2010-10-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GUZA NEWBERG & HUBLEY PLLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1934 STADIUM DRIVE SUITE A	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59718	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2009-11-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	880299804	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TECUMSEH FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TECU	NameControl
Phone	6504655342	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O WILL HOLMES 211 NORTH END	AddressLine1
Address Line2	AVENUE No 15 D	AddressLine2
City	NEW YORK	City
State	NY	State
ZIP Code	10282	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WILL HOLMES	Name
Title	vp	Title
Phone	6504655342	Phone
Date Signed	2011-02-01	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Mike Williams	Name
Phone	4065860281	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5307057	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	411	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	411	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	106664	DividendsRevAndExpnss
Dividends Net Invst Incm	98258	DividendsNetInvstIncm
Net Rental Income Or Loss	-14774	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	-155270	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	24408	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	-48195	TotalRevenueAndExpenses
Total Net Investment Income	98669	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	5980	TaxesRevAndExpnss
Taxes Net Invst Incm	3197	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	111905	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	14774	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	120385	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	17971	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	245000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	245000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	365385	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	17971	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	245000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-413580	ExcessOfRevenueOverExpenses
Net Investment Income	80698	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1230485	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1105621	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1105621	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	481455	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	481455	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	431931	InvestmentsGovtObligEOYFMV
Investments Corp Bonds BOY	254515	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	254515	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	184297	InvestmentsCorpBondsEOYFMV
Investments Mortgage Loans BOY	1500000	InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY	0	InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV	0	InvestmentsMortgageLoansEOYFMV
Investments Other BOY	2720541	InvestmentsOtherBOY
Investments Other EOY	3923807	InvestmentsOtherEOY
Investments Other EOYFMV	3585208	InvestmentsOtherEOYFMV
Total Assets BOY	6186996	TotalAssetsBOY
Total Assets EOY	5765398	TotalAssetsEOY
Total Assets EOYFMV	5307057	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1101440	CapitalStockBOY
Capital Stock EOY	1101440	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	5085556	RetainedEarningsBOY
Retained Earnings EOY	4663958	RetainedEarningsEOY
Total Net Assets BOY	6186996	TotalNetAssetsBOY
Total Net Assets EOY	5765398	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	6186996	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5765398	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	6186996	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-413580	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	5773416	Subtotal
Other Decreases	8018	OtherDecreases
Total Net Assets Fund Balances EOY	5765398	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis
K-1 SHORT TERM CAPITAL LOSS	P	2010-11-01	2010-10-31	-104657	-104657
southwest securities inc equities	P	2001-01-01	2010-10-31	-50613	-50613	24408	75021

Field	Value	IRS element (for citing)
Capital Gain Net Income	-155270	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	301527	QualifyingDistributionsYear1
Noncharitable Assets Year1	5313670	NoncharitableAssetsYear1
Distribution Ratio Year1	0.056746	DistributionRatioYear1
Qualifying Distributions Year2	336757	QualifyingDistributionsYear2
Noncharitable Assets Year2	5975522	NoncharitableAssetsYear2
Distribution Ratio Year2	0.056356	DistributionRatioYear2
Qualifying Distributions Year3	210605	QualifyingDistributionsYear3
Noncharitable Assets Year3	5823806	NoncharitableAssetsYear3
Distribution Ratio Year3	0.036163	DistributionRatioYear3
Qualifying Distributions Year4	384521	QualifyingDistributionsYear4
Noncharitable Assets Year4	5122133	NoncharitableAssetsYear4
Distribution Ratio Year4	0.075070	DistributionRatioYear4
Qualifying Distributions Year5	44012	QualifyingDistributionsYear5
Noncharitable Assets Year5	925037	NoncharitableAssetsYear5
Distribution Ratio Year5	0.047579	DistributionRatioYear5
Total Distribution Ratio	0.271914	TotalDistributionRatio
Average Distribution Ratio	0.054383	AverageDistributionRatio
Net Noncharitable Assets	5435474	NetNoncharitableAssets
Adjusted Noncharitable Assets	295597	AdjustedNoncharitableAssets
One Percent Net Investment Income	807	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	296404	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	245000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1614	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1614	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1614	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Penalty For Underpayment	48	PenaltyForUnderpayment
Tax Due	1662	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	n/a	WebsiteAddress
Books In Care Of Person Name	WILL HOLMES	BooksInCareOfPersonName
Books In Care Of Phone Number	6504565342	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	211 NORTH END AVENUE APT 15D	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10282	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
CAROLINE S WING
1711 TAINTER STREET	ST HELENA	CA	94574	PRESIDENT/DIRECTOR	0.00	0	0	0
WILL HOLMES
211 NORTH END AVENUE APT 15D	NEW YORK	NY	10282	VP/SEC/TREAS/DIRECTOR	0.00	0	0	0
ALLISON WING
211 NORTH END AVENUE APT 15D	NEW YORK	NY	10282	VICE-PRES./DIRECTOR	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1520263	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1264178	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	2733807	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5518248	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	5518248	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	82774	CashDeemedCharitable
Net Noncharitable Assets	5435474	NetNoncharitableAssets
Minimum Investment Return	271774	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	271774	MinimumInvestmentReturn
Tax Based On Investment Income	1614	TaxBasedOnInvestmentIncome
Total Tax	1614	TotalTax
Distributable Amount Before Adj	270160	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	270160	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	270160	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	245000	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	245000	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	245000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	270160	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year2	98995	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	41409	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	140404	TotalExcessDistriCarryover
Qualifying Distributions	245000	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	245000	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	25160	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	25160	ExcessDistriCyovAppliedCY
Total Corpus	115244	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	115244	ExcessDistriCyovToNextYear
Excess From Year2	73835	ExcessFromYear2
Excess From Year1	41409	ExcessFromYear1

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	CAROLINE S WING	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
aldea children and family services
1546 First Street	Napa	CA	94559	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
AMERICAN CONSERVATORY THEATER ANNUAL FUND
30 GRANT AVE	SAN FRANCISCO	CA	94108	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,500
angwin teen center
19 Angwin Plaza	Angwin	CA	94508	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
blair community school foundation
1201 South Marengo Avenue	Pasadena	CA	91106	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$4,500
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
PO BOX 7999	SAN FRANCISCO	CA	94120	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
california state parks foundation
50 Francisco Street Ste 110	San Francisco	CA	94133	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
calyx inc
PO BOX B	CORVALLIS	OR	97339	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
campaign for equal justice
921 SW WASHINGTON ST STE 520	PORTLAND	OR	97201	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
clackamas womens center
704 Main Street Suite 200	Oregon City	OR	97045	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
FIRST LUTHERAN CHURCH
2146 WRIGHT STREET	BLAIR	NE	68008	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
FIRST PRESBYTERIAN CHURCH
St Helena	ST HELENA	CA	94574	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$41,000
global fund for women
222 Sutter Street Suite 500	San Francisco	CA	94108	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
healdsburg animal shelter
570 Westside Road	Healdsburg	CA	95448	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
HOLT INTERNATIONAL CHILDREN'S SOCIETY
PO BOX 2880	EUGENE	OR	97402	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$27,000
human translation
1241 Adams Street Ste 1096	Saint Helena	CA	94574	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
international justice mission
PO Box 58147	Washington	DC	20037	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
COMMUNITY FOUNDATION OF JACKSON HOLE
255 EAST SIMPSON STREET	Jackson	WY	83001	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$10,000
napa county land trust
1700 Soscol Avenue Suite 20	Napa	CA	94559	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$2,500
napa valley food bank
607 B Airpark Road	Napa	CA	94558	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
NAPA VALLEY MUSEUM
Napa	NAPA	CA	94559	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
national ms society
733 Third Ave	New York	NY	10017	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
nimbus arts
3111 St Helena Hwy Suite 1B	ST HELENA	CA	94574	none	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,500
OPPORTUNITY INTERNATIONAL - USA
2122 YORK ROAD	OAKBRROK	IL	60523	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$30,000
planned parenthood
434 West 33rd Street	New York	NY	10001	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
project open hand
730 Polk Street	San Francisco	CA	94109	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$6,000
rianda house
1475 Main Street	St Helena	CA	94574	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$10,000
SALVATION ARMY
Calistoga	CALISTOGA	CA	94143	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
seva foundation
1786 Fifth Street	Berkeley	CA	94710	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
show hope
PO Box 647	Franklin	TN	37065	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
sisters of the road
133 NW Sixth Avenue	Portland	OR	97209	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
ST HELENA choral sociey
PO BOX 211	ST HELENA	CA	94574	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$100
ST HELENA family center
1440 Spring St	St Helena	CA	94574	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$10,000
ST HELENA FIRE DEPARTMENT
1480 MAIN STREET	St Helena	CA	94574	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
the new york center for children
333 east 70th street	neW YORK	NY	10021	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
the smile train
41 Madison Ave 28th Floor	New York	NY	10010	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
THE WHITE BARN
2727 SULPHUR SPRINGS ROAD	ST HELENA	CA	94574	NONE	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,500
volunteers of america oregon
3910 SE Stark Street	Portland	OR	97214	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
washington county food bank
1020 Route 519	Eighty Four	PA	15330	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
westminster woods
241 South Water Street Unit 2	East Windsor	CT	06088	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
ywca - sanoma county
PO Box 3506	Santa Rosa	CA	95402	nONE	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
american red cross
1790 third street	napa	CA	94559	none	501 (C)(3)	tO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
BABY BUGGY
306 W 37TH STREET 8TH FLOOR	NEW YORK	NY	10018	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,500
BLAIR PUBLIC LIBRARY FOUNDATION
210 S 17TH STERRT	BLAIR	NE	68008	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DR	SAN FRANCISCO	CA	94118	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$500
CHILDREN'S CANCER RESEARCH FUND
7301 OHMS LANE SUITE 460	MINNEAPOLIS	MN	55739	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
CLOVERDALE ADS RESOURCES FOR EDUCATION
215 N CLOVERDALE BLVD	CLOVERDALE	CA	95425	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
FINE ARTS MUSEUMS OF SAN FRANSCISCO
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
IMSAP
521 West 57th Street 4th Floor	NEW YORK	NY	10019	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,500
NAPA VALLEY SUPPORT SERVICES
650 IMPERIAL WAY	NAPA	CA	94559	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
NATIONAL PARKS CONSERVATION ASSOC
777 6TH STREET NW SUITE 700	WASHington	DC	20001	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
OMAHA CARDINALS
NOT KNOWN	OMAHA	NE	68134	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$500
OPEN DOOR MISSION
2828 NORTH 23RD STREET EAST	OMAHA	NE	68110	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$2,000
SF BOTANICAL GARDEN SOCIETY
1260 9TH AVENUE	SAN FRANCISCO	CA	94122	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$1,000
ST HELENA PUBLIC SCHOOLS FOUNDATION
465 MAIN STREET	SAint Helena	CA	94574	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
STEPHEN C MCCULLAGH FUND
1732 MAIN STREET	SAint Helena	CA	94574	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$5,000
WHAT IF FOUNDATION
1563 SOLANA AVE 192	BERKEley	CA	94707	None	501 (C)(3)	TO FURTHER CHARITABLE PURPOSE OF DONEE	$400

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	245000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	411	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	106664	RelatedOrExemptFunctionIncome

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	-14774	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	-155270	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$0	ExclusionAmount
Related Or Exempt Function Income	-62969	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	-62969	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
3	CREATING ENDOWMENT FUND, THE INCOME FROM WHICH IS DISTRIBUTED TO THE
3	501 (C)(3) ORGANIZATION

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$2,500	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
GULF STATES STEEL	39190	125
FORD MOTOR CREDIT	65825	73950
GMAC BONDS	49500	16000
COUNTRYWIDE BONDS	100000	94222

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	481455	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	431931	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
FIXED/PRIORITY RETURN INVESTMENTS	FMV	2534133	2534133
COMMON EQUITIES	FMV	1286075	940838
PREFERRED EQUITIES	FMV	103599	110237

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	ADJUSTMENT - Decrease	Description
Amount	$8,018	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
BANK FEES	27	0
k-1 ordinary loss ein 20-2761801	3255	0
k-1 ordinary loss ein 20-4270284	-521	0
k-1 ordinary loss ein 86-1167399	94370	0
K-1 RENTAL LOSS - VARIOUS	14774	14774

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL INCOME TAX	$2,783	0	0
foreign tax	$3,197	3197	0

TECUMSEH FOUNDATION: Form 990PF, tax year 2009

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments