2024-11-12T09:25:25-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990PF 2023-01-01 383330588 THE LEGION FOUNDATION C/O JAMES E MULVOY ESQ LEGI 2483186926 20247 CLENEMT RD NORTHVILLE MI 48167 TIM THEWES TREASURER 2483186926 2024-11-11 1 1 DORI J EGGETT P00645252 2483757100 2024-11-11 2023 2024-10-15 13:58:12Z X X 7846587 X X 191142 191142 226163 1077761 226163 417305 417305 200000 33333 166667 36329 6055 30274 175 58 117 2117 353 1764 37004 37004 0 13662 2855 0 4881 0 0 294168 79658 198822 206389 206389 500557 79658 405211 -83252 337647 141812 154910 154910 6085758 5994161 7691677 6227570 6149071 7846587 0 0 X 0 0 0 0 6227570 6149071 6227570 6149071 6227570 6149071 6227570 -83252 4753 6149071 0 6149071 PUBLICLY TRADED SECURITIES P 986612 851598 135014 135014 CAPITAL GAINS DIVIDENDS P 91149 91149 91149 226163 4693 0 4693 0 4693 8760 0 0 0 8760 48 4019 4019 0 0 0 0 0 0 0 0 0 0 0 1 1 MI FL 1 0 0 0 0 1 WWW.THELEGIONFOUNDATION.ORG TIMOTHY THEWES 2483186926 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 TIMOTHY THEWES 16612 RUSSO DRIVE COPEMISH MI 49625 TREASURER 20.00 100000 0 0 NONE 0 NONE 0 0 7435475 87401 0 7522876 0 0 7522876 112843 7410033 370502 370502 4693 4693 365809 0 365809 0 365809 405211 0 405211 365809 0 0 105657 41279 146936 405211 0 0 0 365809 39402 0 0 186338 0 0 0 0 0 0 105657 80681 41279 39402 TIMOTHY THEWES 16612 RUSSO DRIVE COPEMISH MI 49625 2483186926 SEE ORGANIZATION'S WEBSITE FOR APPLICATION FORMS NONE NONE BENZIE ROTARY CLUB PO BOX 341 BEULAH MI 49617 NONE INDIVIDUAL GRANT GRANT TO CHARITY 5000 CALVIN UNIVERSITY - AUSTIN LARR 3201 BURTON ST SE GRAND RAPIDS MI 49546 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 CRYSTAL SCHOLARSHIP FOUNDATION 11325 MOUNTAIN WOODS DRIVE THOMPSONVILLE MI 49683 NONE INDIVIDUAL GRANT GRANT OF CHARITY 2000 GRAND CANYON UNIVERSITY - HANSEN PARKER 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 10000 GRAND VALLEY STATE UNIVERSITY - DREW CONRADSON 1 CAMPUS DR ALLENDALE MI 49401 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 HACIENDA DE LUNA ASSISTED LIVING - PATRICK BOLAND MONTHLY GRANT 1310 E INCA ROAD TUCSON AZ 85718 NONE INDIVIDUAL GRANT MEDICAL GRANT 15000 LATIMER NEUROLOGY CENTER- PATTON NI 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 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 7500 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 SOUTHEAST LINEMAN TRANING CTR - BILLY ROSA 9481 US-11 TRENTON GA 30752 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 5000 ST PATRICK'S CATHOLIC SCHOOL - ORELLANA GABRIELA AND BRITTANY 9040 HUTCHINS ROAD WHITE LAKE MI 48386 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 24745 ST URSULA SCHOOL - TOUSSANT ELLEN 8900 HARFORD RD BALTIMORE MD 21234 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10790 UNIVERSITY OF ARKANSAS - MYKYTYN ALEXANDRA 1 UNIVERSITY OF ARKANSAS FAYETTEVILLE AR 72701 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 15000 UNIVERSITY OF MICHIGAN - ISAAC HINTZ 500 S STATE STREET ANN ARBOR MI 48109 NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10000 UNIVERSITY OF NEVADA-LAS VEGAS - THEWES AUSTIN 4505 S MARYLAND PKWY LAS VEGAS NV 89154 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 7074 UNIVERSITY OF SOUTH FLORIDA - SELIAS REBECCA 4202 E FOWLER AVE TAMPA FL 33620 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 6480 UNIVERSITY OF WISCONSIN - WATSON ELIZABETH 702 WEST JOHNSON STREET SUITE 1101 MADISON WI 53715 GRAND-NIECE INDIVIDUAL GRANT SCHOLARSHIP FUND 10000 WOFFORD COLLEGE - TARYN TOMCO 429 N CHURCH ST SPARTANBURG SC 29303 NONE INDIVIDUAL GRANT SCHOLARSHIP FUND 21000 206389 0 14 191142 18 226163 0 417305 0 417305 0 0 0 0 0 0 0 0 0 0 PAYROLL PROCESSING 2117 353 1764 EDGEWOOD GROWTH FUND 25968 87538 MFS INTERNATIONA INTRINSIC VALUE FUND CLASS R6 338804 376962 PIMCO INCOME FUND CLASS I 299907 263111 SPDR S&P 500 ETF TR 14339 48957 T. ROWE PRICE INSTL MID CAP EQUITY GR 221654 275978 T.ROWE PRICE MID-CAP GROWTH 21507 67410 VANGUARD 500 INDEX ADM 882888 2280283 VANGUARD DEVELOPED MARKETS INDEX ADM 381828 456685 VANGUARD EXTENDED MARKET IDX ADM 143954 268120 EUROPACIFIC GROWTH FUND CLASS F3 364276 447522 FEDERATED TOTAL RETURN BOND R6 1235849 1113769 METROPOLITAN WEST FDS TOTAL RET CL I 1258975 1100110 VANGUARD VALUE INDEX FUND 25812 44103 DELAWARE SMALL CAP VALUE INSTL CL 350400 374266 BROWN ADVISORY SUSTAINABLE GROWTH I 191000 246326 JP MORGAN EQUITY INCOME 237000 240537 ATTORNEY FEES 175 58 117 INSURANCE 430 0 0 SUBSCRIPTIONS 712 0 0 TELEPHONE EXPENSES 1412 0 0 TRAVEL AND MEETINGS 450 0 0 SUPPLIES 14 0 0 EQUIPMENT 1863 0 0 ADJUSTMENT TO COST BASIS 4753 INVESTMENT MANAGEMENT FEES 37004 37004 0 FOREIGN TAXES ON DIVIDENDS 2855 2855 0 EXCISE TAX 10807 0 0