2024-02-01T10:49:59-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990PF 2022-01-01 383330588 THE LEGION FOUNDATION C/O JAMES E MULVOY ESQ LEGI 7723596969 16612 RUSSO DRIVE COPEMISH MI 49625 JAMES MULVOY PRESIDENT 7723596969 2024-01-17 1 JAMES MULVOY 999009999 1 DORI J EGGETT P00645252 2483757100 2024-01-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 7242695 X X 167999 167999 538352 2280460 538352 706351 706351 100000 33333 66667 100000 0 100000 36196 6033 30163 150 50 100 11389 3528 7861 32886 32886 0 10866 2675 0 23808 0 0 315295 78505 204791 210950 210950 526245 78505 415741 180106 627846 75621 141812 141812 5969003 6085758 7100883 13447 13447 6044624 6227570 7242695 0 0 X 0 0 0 0 6044624 6227570 6044624 6227570 6044624 6227570 6044624 180106 2840 6227570 0 6227570 PUBLICLY TRADED SECURITIES P 2176068 1742108 433960 433960 CAPITAL GAINS DIVIDENDS P 104392 104392 104392 538352 8727 0 8727 0 8727 6680 0 0 0 6680 0 2047 0 0 0 0 0 0 0 0 0 0 1 1 MI FL 1 0 0 0 0 1 WWW.THELEGIONFOUNDATION.ORG JAMES E MULVOY 7723596969 16612 RUSSO DRIVE COPEMISH MI 49625 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JAMES E MULVOY 16612 RUSSO DRIVE COPEMISH MI 49625 PRESIDENT 20.00 100000 0 0 WILLIAM C HANSON 16612 RUSSO DRIVE COPEMISH MI 49625 SECRETARY 0.00 0 0 0 MAREE R MULVOY 16612 RUSSO DRIVE COPEMISH MI 49625 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 7717352 63144 0 7780496 0 0 7780496 116707 7663789 383189 383189 8727 8727 374462 0 374462 0 374462 415741 0 415741 374462 0 0 82399 105657 188056 415741 0 0 0 374462 41279 0 0 229335 0 0 0 0 0 0 82399 146936 105657 41279 JAMES E MULVOY 16612 RUSSO DRIVE COPEMISH MI 49625 7723596969 SEE ORGANIZATION'S WEBSITE FOR APPLICATION FORMS NONE NONE COAST FLIGHT TRAINING AND MANAGEMENT - NOWAK CALEB 3760 GLENN H CURTIS ROAD SAN DIEGO CA 92123 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5000 EMBRY-RIDDLE AERONAUTICAL UNIVERSITY - GIBSON ANNA 1 AEROSPACE BLVD DAYTONA BEACH FL 32114 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 7500 GRAND CANYON UNIVERSITY - HANSEN PARKER 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 10000 GRAND VALLEY STATE UNIVERSITY - KEENE ALEX 1 CAMPUS DR ALLENDALE MI 49401 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 LANSING COMMUNITY COLLEGE - HEARLD KAMERON 600 N GRAND AVE LANSING MI 48933 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5000 LATIMER NEUROLOGY CENTER- PATTON NICHOLAS 1101 30TH STREET NW SUITE 320 WASHINGTON MD 20817 NONE INDIVIDUAL GRANT MEDICAL GRANT 5800 LEGIONARIES OF CHRIST 30 MANSELL COURT SUITE 103 ROSWELL GA 30076 NONE PC GRANT TO CHARITY 15000 MADONNA UNIVERSITY - MCGRATH ERIN 36600 SCHOOLCRAFT RD LIVONIA MI 48150 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 MIAMI UNIVERSITY OF OHIO - WATSON ANDREW 501 E HIGH ST OXFORD OH 45056 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 10000 MICHIGAN LEGACY ART PARK 12500 CRYSTAL MOUNTAIN DR THOMPSONVILLE MI 49683 NONE PC GRANT TO CHARITY 5000 MICHIGAN STATE UNIVERSITY - NOWAK CARSON 252 STUDENT SERVICES E LANSING MI 48224 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 18689 MONTGOMERY COLLEGE- JULIE THEWES 51 MANNAKEE ST ROCKVILLE MD 20850 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 533 MRS MULLEN'S CLOSET PO BOX 367 242 NORTH MICHIGAN AVENUE SHELBY MI 49455 NONE PC GRANT OF CHARITY 5000 NICKLAUS CHILDRENS HEALTH CARE FOUNDATION 11780 US HWY 1 N 105 NORTH PALM BEACH FL 33408 NONE PC GRANT OF CHARITY 1000 NORTHWESTERN MICHIGAN COLLEGE - TUTHILL ADAM 1701 E FRONT ST TRAVERSE CITY MI 49686 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 NORTHWESTERN MICHIGAN COLLEGE - WILSON BODIE 1701 E FRONT ST TRAVERSE CITY MI 49686 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 PACE UNIVERSITY - PIERLOTT GRACE ONE PLACE PLAZA NEW YORK NY 10038 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 10000 RIVER OAKS BAPTIST SCHOOL - NEAL DINGMANN 2300 WILLOWICK RD HOUSTON TX 77027 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 6000 ST PATRICK'S CATHOLIC SCHOOL - ORELLANA GABRIELA AND BRITTANY 9040 HUTCHINS ROAD WHITE LAKE MI 48386 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 17580 ST URSULA SCHOOL - TOUSSANT ELLEN 8900 HARFORD RD BALTIMORE MD 21234 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5325 UNIVERSITY OF ARKANSAS - MYKYTYN ALEXANDRA 1 UNIVERSITY OF ARKANSAS FAYETTEVILLE AR 72701 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 UNIVERSITY OF MICHIGAN - FARAR MARGARET 500 S STATE STREET ANN ARBOR MI 48109 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 UNIVERSITY OF MICHIGAN - GRAHAM RETT 500 S STATE STREET ANN ARBOR MI 48109 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 UNIVERSITY OF MICHIGAN - ISAAC HINTZ 500 S STATE STREET ANN ARBOR MI 48109 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10000 UNIVERSITY OF SOUTH FLORIDA - SELIAS REBECCA 4202 E FOWLER AVE TAMPA FL 33620 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 10154 UNIVERSITY OF WISCONSIN - WATSON ELIZABETH 702 WEST JOHNSON STREET SUITE 1101 MADISON WI 53715 GRAND-NIECE INDIVIDUAL GRANT SCHOLARSHIP FUND 10000 UNLV-BOARD OF REGENTS- AUSTIN THEWES 4505 S MARYLAND PKWY LAS VEGAS NV 89154 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 13369 WESTERN MICHIGAN UNIVERSITY - STEEVES SPENCER M 1903 WESTERN MICHIGAN AVE KALAMAZOO MI 49008 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 210950 0 14 167999 18 538352 0 706351 0 706351 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9780 3260 6520 PAYROLL PROCESSING 1609 268 1341 AMENDED RETURN PART VIB THE LEGION FOUNDATION RETURN IS BEING AMENDED FOR 12-31-22 TAX YEAR TO REFLECT PART VIB, QUESTION1B AS NO. THE ORIGINAL RETURN ERRONEOUSLY SHOWED THIS ITEM AS YES. THE EXPENSES REIMBURSED BY THE LEGION FOUNDATION TO FOUNDATION MANAGERS DURING THE TAX YEAR QUALIFIED UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.494(D)3. EDGEWOOD GROWTH FUND 25968 62642 MFS INTERNATIONA INTRINSIC VALUE FUND CLASS R6 338804 358601 PIMCO INCOME FUND CLASS I 566630 500498 SPDR S&P 500 ETF TR 62367 171329 STERLING CAPITAL EQUITY INCOME 148344 193896 STERLING CAPITAL STRATTON SMCPVAL INSTL 30940 35707 T. ROWE PRICE INSTL MID CAP EQUITY GR 221654 245056 T.ROWE PRICE MID-CAP GROWTH 21507 59778 VANGUARD 500 INDEX ADM 703084 1666775 VANGUARD DEVELOPED MARKETS INDEX ADM 381828 400933 VANGUARD EXTENDED MARKET IDX ADM 183896 248382 VANGUARD SMALL CAP VALUE INDEX ADMIRAL 94786 121959 EUROPACIFIC GROWTH FUND CLASS F3 364276 401102 FEDERATED TOTAL RETURN BOND R6 1098849 966085 METROPOLITAN WEST FDS TOTAL RET CL I 1141975 967820 VANGUARD VALUE INDEX FUND 25812 41409 DELAWARE SMALL CAP VALUE INSTL CL 519038 512845 BROWN ADVISORY SUSTAINABLE GROWTH I 156000 146066 ATTORNEY FEES 150 50 100 INSURANCE 413 0 0 SUBSCRIPTIONS 1286 0 0 TELEPHONE EXPENSES 1485 0 0 POSTAGE 120 0 0 TRAVEL AND MEETINGS 20504 0 0 ADJUSTMENT TO COST BASIS 2840 INVESTMENT MANAGEMENT FEES 32886 32886 0 FOREIGN TAXES ON DIVIDENDS 2675 2675 0 EXCISE TAX 8191 0 0