2026-09-03T10:00:04-05:00 2025-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990PF 2025-01-01 383330588 THE LEGION FOUNDATION LEGI 2483186926 20247 CLEMENT ROAD NORTHVILLE MI 48167 TIMOTHY THEWES TREASURER 2483186926 2026-09-02 1 DORI J EGGETT P00645252 3037409400 2026-09-02 2025 X 8686201 X X 23 23 226871 226871 427491 1254133 427491 654385 654385 228462 38077 190385 58497 9750 48747 675 338 337 4277 1447 2830 56480 56480 0 2134 2134 0 427 0 427 1161 0 1161 4451 0 4451 356564 108226 248338 257720 257720 614284 108226 506058 40101 546159 211883 97889 97889 5656542 5810700 8588312 5868425 5908589 8686201 0 0 X 0 0 0 0 5868425 5908589 5868425 5908589 5868425 5908589 5868425 40101 63 5908589 0 5908589 PUBLICLY TRADED SECURITIES 543768 548381 -4613 -4613 PUBLICLY TRADED SECURITIES 523970 278261 245709 245709 CAPITAL GAINS DIVIDENDS P 186395 186395 186395 427491 7592 0 7592 0 7592 4120 0 3500 0 7620 0 28 28 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 20247 CLEMENT ROAD NORTHVILLE MI 48167 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 114231 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 114231 0 0 NONE 0 NONE 0 0 8303368 100896 0 8404264 0 0 8404264 126064 8278200 413910 413910 7592 7592 406318 0 406318 0 406318 506058 0 506058 406318 0 0 41279 39402 66451 147132 506058 0 0 0 406318 99740 0 0 246872 0 0 0 0 0 0 0 246872 41279 39402 66451 99740 TIMOTHY THEWES 20247 CLEMENT ROAD NORTHVILLE MI 48167 2483186926 SEE ORGANIZATION'S WEBSITE FOR APPLICATION FORMS NONE NONE ALBION COLLEGE 611 E PORTER STREET ALBION MI 49224 NONE NC SCHOLARSHIP GRANT 10855 BOSTON COLLEGE HIGH SCHOOL 150 MORRISSEY BLVD BOSTON MA 02125 NONE NC GRANT TO CHARITY 10000 FERRIS STATE UNIVERSITY 1201 STATE ST BIG RAPIDS MI 49307 NONE NC SCHOLARSHIP GRANT 10000 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 NONE NC SCHOLARSHIP GRANT 10000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE NC SCHOLARSHIP GRANT 9293 INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 NONE NC SCHOLARSHIP GRANT 10000 KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 NONE NC SCHOLARSHIP GRANT 5000 MIAMI UNIVERSITY OF OHIO 501 E HIGH ST OXFORD OH 45056 NONE NC SCHOLARSHIP GRANT 10000 MICHIGAN LEGACY ART PARK 12500 CRYSTAL MOUNTAIN DR THOMPSONVILLE MI 49683 NONE NC GRANT TO CHARITY 5000 MICHIGAN STATE UNIVERSITY 252 STUDENT SERVICES E LANSING FL 48224 NONE NC SCHOLARSHIP GRANT 5000 MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DR HOUGHTON MI 49931 NONE NC SCHOLARSHIP GRANT 5000 OUR LADY OF GOOD COUNSEL HIGH SCHOOL 1151 WILLIAM STREET PLYMOUTH MI 48170 NONE NC SCHOLARSHIP GRANT 10000 PROVIDENCE COLLEGE 1 CUNNINGHAM SQUARE PROVIDENCE RI 02918 NONE NC SCHOLARSHIP GRANT 10000 RIVER OAKS BAPTIST SCHOOL 2300 WILLOWICK RD HOUSTON TX 77027 NONE NC SCHOLARSHIP GRANT 12000 ST PATRICK'S CATHOLIC SCHOOL 9040 HUTCHINS ROAD WHITE LAKE MI 48386 NONE NC SCHOLARSHIP GRANT 18630 ST URSULA SCHOOL 8900 HARFORD RD BALTIMORE MD 21234 NONE NC SCHOLARSHIP GRANT 11130 UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 NONE NC SCHOLARSHIP GRANT 10000 UNIVERSITY OF NOTRE DAME HOLY CROSS DR NOTRE DAME IN 46556 NONE NC SCHOLARSHIP GRANT 10000 UNIVERSITY OF SOUTHERN CALIFORNIA 700 CHILDS WAY LOS ANGELES CA 90089 NIECE NC SCHOLARSHIP GRANT 33914 WASHINGTON STATE UNIVERSITY 370 LIGHTY STUDENT SERVICES BLDG PULLMAN WA 99164 NONE NC SCHOLARSHIP GRANT 10000 WESTERN MICHIGAN UNIVERSITY 1903 WESTERN MICHIGAN AVE KALAMAZOO MI 49008 NONE NC SCHOLARSHIP GRANT 5000 WOFFORD COLLEGE 429 N CHURCH ST SPARTANBURG SC 29303 NONE NC SCHOLARSHIP GRANT 36898 257720 0 14 23 14 226871 18 427491 0 654385 0 654385 0 0 0 0 0 0 0 0 0 0 PAYROLL PROCESSING 2077 347 1730 ACCOUNTING FEES 2200 1100 1100 VANGUARD 500 INDEX ADM 631826 2854058 FEDERATED TOTAL RETURN BOND R6 1341952 1233999 JP MORGAN CORE PLUS BOND I 1130425 1160425 PIMCO INCOME INSTL 611707 599988 VANGUARD EXTENDED MARKET IDX ADM 233954 436245 MFS INTERNATIONA INTRINSIC VALUE FUND CLASS R6 293939 393695 NOMURA SMALL CAP VALUE FUND I 374791 383746 VANGUARD DEVELOPED MARKETS INDEX ADM 243390 383022 JANUS HENDERSON ENTERPRISE I 366000 364953 AMERICAN FUNDS EUPAC F3 240683 327709 JP MORGAN EQUITY INCOME 186061 203722 BROWN ADVISORY SUSTAINABLE GROWTH I 141633 176512 SPDR S&P 500 ETF TR 14339 70238 LEGAL FEES 675 338 337 INSURANCE 382 0 382 TELEPHONE EXPENSES 2821 0 2821 EQUIPMENT 1248 0 1248 ADJUSTMENT TO COST BASIS 63 INVESTMENT MANAGEMENT FEES 56480 56480 0 FOREIGN TAXES ON DIVIDENDS 2134 2134 0