THE LEGION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LEGION FOUNDATION (EIN 38-3330588)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202543089349101324
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T14:32:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383330588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGI | BusinessNameControlTxt |
| Phone | 2483186926 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20247 CLEMENT ROAD | AddressLine1Txt |
| City | NORTHVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48167 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM THEWES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2483186926 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,194,414 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $207,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,881,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $295,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $295,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $220,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,077 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,680 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,397 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,161 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,801 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,417 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,694 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $660 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,484 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,512 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $231,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $582,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,910 | CashBOYAmt |
| Cash EOY | $211,883 | CashEOYAmt |
| Cash EOYFMV | $211,883 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,994,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,656,542 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,982,531 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,149,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,868,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,194,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,149,071 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,868,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,149,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,868,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,149,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,868,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,149,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,090 | OtherIncreasesAmt |
| Subtotal | $5,868,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,868,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,704,462 | $1,792,617 | -$88,155 | -$88,155 |
| CAPITAL GAINS DIVIDENDS | P | $176,814 | $176,814 | $176,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,120 | OverpaymentAmt |
| Applied To ES Tax | $4,120 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THELEGIONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TIMOTHY THEWES | IndividualWithBooksNm |
| Phone | 2483186926 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20247 CLEMENT ROAD | AddressLine1Txt |
| City | NORTHVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES E MULVOY | ||||||||
| 16612 RUSSO DRIVE | COPEMISH | MI | 49625 | PRESIDENT | 20.00 | $110,000 | $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 | $110,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,081,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,150,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,150,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,028,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,600 | TotalTaxAmt |
| Distributable Before Adj | $398,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $398,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $398,812 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $41,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $398,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,132 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $41,279 | ExcessFromYear2Amt |
| Excess From Year1 | $39,402 | ExcessFromYear1Amt |
| Excess From Current Year | $66,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY THEWES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20247 CLEMENT ROAD | AddressLine1Txt |
| City | NORTHVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2483186926 | RecipientPhoneNum |
| Form And Info And Materials | SEE ORGANIZATION'S WEBSITE FOR APPLICATION FORMS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF THE SACRED HEART | ||||||||
| 1250 KENSINGTON RD | BLOOMFIELD HILLS | MI | 48304 | NONE | PC | GRANT TO CHARITY | $10,000 | |
| BRIO-MEDICAL CANCER CLINIC | ||||||||
| 11000 N SCOTTSDALE RD SUITE 115 | SCOTTSDALE | AZ | 85254 | NONE | INDIVIDUAL GRANT | MEDICAL GRANT | $5,000 | |
| CALVIN UNIVERSITY | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $5,000 | |
| DURA MEDICAL | ||||||||
| 1575 PINE RIDGE RD STE 16 | NAPLES | FL | 34109 | NONE | INDIVIDUAL GRANT | MEDICAL GRANT | $6,500 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 STATE ST | BIG RAPIDS | MI | 49307 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $5,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $10,000 | |
| GROUNDWORK CENTER FOR RESILIENT COMMUNITIES | ||||||||
| 414 E EIGHTH ST SUITE 204 | TRAVERSE CITY | MI | 49686 | NONE | PC | GRANT TO CHARITY | $5,000 | |
| HACIENDA DE LUNA ASSISTED LIVING | ||||||||
| 1310 E INCA ROAD | TUCSON | AZ | 85718 | NONE | INDIVIDUAL GRANT | MEDICAL GRANT | $9,250 | |
| LATIMER NEUROLOGY CENTER | ||||||||
| 1101 30TH STREET NW SUITE 320 | WASHINGTON | MD | 20817 | NONE | INDIVIDUAL GRANT | MEDICAL GRANT | $450 | |
| MIAMI UNIVERSITY OF OHIO | ||||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $10,000 | |
| MICHIGAN LEGACY ART PARK | ||||||||
| 12500 CRYSTAL MOUNTAIN DR | THOMPSONVILLE | MI | 49683 | NONE | PC | GRANT TO CHARITY | $5,000 | |
| MRS MULLEN'S CLOSET | ||||||||
| PO BOX 367 242 NORTH MICHIGAN | SHELBY | MI | 49455 | NONE | PC | GRANT OF CHARITY | $5,000 | AVENUE |
| NORTHERN VIRGINIA COMMUNITY COLLEGE | ||||||||
| 8333 LITTLE RIVER TURNPIKE | ANNANDALE | VA | 22003 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $5,000 | |
| PACE UNIVERSITY | ||||||||
| ONE PLACE PLAZA | NEW YORK | NY | 10038 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $10,000 | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $5,000 | |
| RIVER OAKS BAPTIST SCHOOL | ||||||||
| 2300 WILLOWICK RD | HOUSTON | TX | 77027 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $6,000 | |
| ST PATRICK'S CATHOLIC SCHOOL | ||||||||
| 9040 HUTCHINS ROAD | WHITE LAKE | MI | 48386 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $25,345 | |
| ST URSULA SCHOOL | ||||||||
| 8900 HARFORD RD | BALTIMORE | MD | 21234 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $11,150 | |
| THOMPSONVILLE AREA REVITALIZATION PROJECT | ||||||||
| PO BOX 522 | THOMPSONVILLE | MI | 49683 | NONE | PC | GRANT TO CHARITY | $10,000 | |
| TRI-COUNTY TECHNICAL COLLEGE | ||||||||
| 7900 US-76 | PENDLETON | SC | 29670 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $839 | |
| UNIVERSITY OF ARKANSAS | ||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $5,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $5,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $10,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| HOLY CROSS DR | NOTRE DAME | IN | 46556 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $5,000 | |
| UNIVERSITY OF SOUTH FLORIDA | ||||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $10,000 | |
| WASHINGTON STATE UNIVERSITY | ||||||||
| 370 LIGHTY STUDENT SERVICES BLDG | PULLMAN | WA | 99164 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP GRANT | $10,000 | |
| WOFFORD COLLEGE | ||||||||
| 429 N CHURCH ST | SPARTANBURG | SC | 29303 | NONE | INDIVIDUAL GRANT | SCHOLARSHIP FUND | $39,198 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,732 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $295,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,845 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING | $2,161 | $360 | $1,801 |
| ACCOUNTING FEES | $16,000 | $8,000 | $8,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD GROWTH FUND | $25,968 | $88,699 |
| MFS INTERNATIONA INTRINSIC VALUE FUND CLASS R6 | $272,712 | $304,478 |
| PIMCO INCOME FUND CLASS I | $319,907 | $280,586 |
| SPDR S&P 500 ETF TR | $14,339 | $60,366 |
| T. ROWE PRICE INSTL MID CAP EQUITY GR | $221,654 | $265,188 |
| T.ROWE PRICE MID-CAP GROWTH | $21,507 | $67,268 |
| VANGUARD 500 INDEX ADM | $741,104 | $2,608,831 |
| VANGUARD DEVELOPED MARKETS INDEX ADM | $278,714 | $334,741 |
| VANGUARD EXTENDED MARKET IDX ADM | $143,954 | $306,035 |
| EUROPACIFIC GROWTH FUND CLASS F3 | $274,895 | $331,841 |
| FEDERATED TOTAL RETURN BOND R6 | $1,341,952 | $1,203,085 |
| VANGUARD VALUE INDEX FUND | $25,812 | $49,944 |
| BROWN ADVISORY SUSTAINABLE GROWTH I | $141,633 | $211,285 |
| JP MORGAN EQUITY INCOME | $237,000 | $250,586 |
| JP MORGAN CORE PLUS BOND I | $1,255,000 | $1,254,742 |
| MACQUARIE SMALL CAP VALUE INSTL | $340,391 | $364,856 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $361 | $0 | $0 |
| TELEPHONE EXPENSES | $2,741 | $0 | $0 |
| SUPPLIES | $30 | $0 | $0 |
| EQUIPMENT | $2,380 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS | Desc |
| Amt | $6,090 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $53,417 | Amt |
| Net Investment Income | $53,417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $2,694 | $2,694 | $0 |
| EXCISE TAX | $844 | $0 | $0 |