Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
 

Number and street (or P.O. box number if mail is not delivered to street address)1750 S TELEGRAPH RD NO 301   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48302
A Employer identification number

38-3330588
B Telephone number (see instructions)

(248) 253-1100
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,566,532J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 196,965 196,007  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,116,560
b Gross sales price for all assets on line 6a 7,748,697
7 Capital gain net income (from Part IV, line 2)... 2,116,560
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,313,525 2,312,567  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 33,000   67,000
14 Other employee salaries and wages...... 36,000 12,000   24,000
15 Pension plans, employee benefits....... 25,768 8,588   17,177
16a Legal fees (attach schedule)......... Click to see attachment 81 27   54
b Accounting fees (attach schedule)....... Click to see attachment 9,601 3,200   6,400
c Other professional fees (attach schedule).... Click to see attachment 44,021 44,021   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 47,911 1,911   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 808 0  
20 Occupancy.............. 15,415 0   15,415
21 Travel, conferences, and meetings....... 962 0   962
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,457 0   4,457
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 285,024 102,747   135,465
25 Contributions, gifts, grants paid........ 757,891 757,891
26 Total expenses and disbursements. Add lines 24 and 25 1,042,915 102,747   893,356
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,270,610
b Net investment income (if negative, enter -0-) 2,209,820
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 122,145 167,666 167,666
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 7,728,289 Click to see attachment7,444,030 8,395,708
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet11,928
Less: accumulated depreciation (attach schedule) bullet8,770 1,172 Click to see attachment3,158 3,158
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,851,606 7,614,854 8,566,532
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 7,851,606 7,614,854
30 Total net assets or fund balances (see instructions)...... 7,851,606 7,614,854
31 Total liabilities and net assets/fund balances (see instructions).. 7,851,606 7,614,854
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,851,606
2 Enter amount from Part I, line 27a..................... 2 1,270,610
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,611
4 Add lines 1, 2, and 3.......................... 4 9,123,827
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,508,973
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,614,854
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 7,648,384   5,632,137 2,016,247
b 100,313     100,313
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,016,247
b       100,313
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,116,560
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,068,370 9,409,014 0.113547
2012 1,241,730 9,529,214 0.130308
2011 847,658 10,367,608 0.081760
2010 574,659 10,112,090 0.056829
2009 554,347 9,179,873 0.060387
2 Total of line 1, column (d) ...................... 2 0.442831
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.088566
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 8,747,065
5 Multiply line 4 by line 3....................... 5 774,693
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,098
7 Add lines 5 and 6......................... 7 796,791
8 Enter qualifying distributions from Part XII, line 4.............. 8 893,356
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 22,098
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,098
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,098
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 41,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 59
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 23,843
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet23,843 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI, FL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.THELEGIONFOUNDATION.ORG
    14
    The books are in care ofbulletJAMES E MULVOY Telephone no.bullet (248) 253-1100
    Located atbullet1750 S TELEGRAPH ROAD SUITE 301BLOOMFIELDMI ZIP+4bullet48302
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JAMES E MULVOY PRESIDENT
    20.00     		100,000 0 0
    1750 S TELEGRAPH RD SUITE 301
    BLOOMFIELD HILLS,MI48302
    MAREE R MULVOY VICE PRESIDENT
    0.00     		0 0 0
    1750 S TELEGRAPH RD SUITE 301
    BLOOMFIELD HILLS,MI48302
    WILLIAM C HANSON SECRETARY
    0.00     		0 0 0
    1750 S TELEGRAPH RD SUITE 301
    BLOOMFIELD HILLS,MI48302
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,796,572
    b
    Average of monthly cash balances.......................
    1b
    82,942
    c
    Fair market value of all other assets (see instructions)................
    1c
    755
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,880,269
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,880,269
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    133,204
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,747,065
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    437,353
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    437,353
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    22,098
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,098
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    415,255
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,611
    5
    Add lines 3 and 4............................
    5
    416,866
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    416,866
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    893,356
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    893,356
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    22,098
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    871,258
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 416,866
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 554,347
    b From 2010....... 574,659
    c From 2011....... 338,692
    d From 2012....... 796,453
    e From 2013....... 579,575
    fTotal of lines 3a through e......... 2,843,726
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 893,356
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 416,866
    e Remaining amount distributed out of corpus 476,490
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,320,216
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		554,347
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		2,765,869
    10 Analysis of line 9:
    a Excess from 2010.... 574,659
    b Excess from 2011.... 338,692
    c Excess from 2012.... 796,453
    d Excess from 2013.... 579,575
    e Excess from 2014.... 476,490
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JAMES E MULVOY
    1750 S TELEGRAPH RD SUITE 301
    BLOOMFIELD HILLS,MI48302
    (248) 253-1100
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ORGANIZATION'S WEBSITE FOR APPLICATION FORMS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIKEN TECHNICAL COLLEGE - TRYSTAN TOMCO
    2276 JEFFERSON DAVIS HWAY
    GRANITEVILLE,SC29829     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10,257
    ARTISTS FOR A CAUSE
    802 SW LIGHTHOUSE DRIVE
    PALM CITY,FL34990     		NONE PC GRANT OF CHARITY 25,000
    BENZIE CENTRAL SCHOOLS EDUCATIONAL FUND
    9222 HOMESTEAD ROAD
    BENZONIA,MI49683     		NONE PC GRANT OF CHARITY 5,000
    BIRKSHIRE SCHOOL - JACK AND LUKE SCARAFONI
    245 N UNDERMOUNTAIN ROAD
    SHEFFIELD,MA01257     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 30,000
    BISHOP GORMAN HIGH SCHOOL - AUSTIN THEWES
    5959 S HUALAPAI WAY
    LAS VEGAS,NV89148     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 13,335
    BOSTON COLLEGE HIGH SCHOOL - AIDAN MULVOY
    22513 GARRISON STREET
    DEARBORN,MI48124     		NEPHEW INDIVIDUAL GRANT SCHOLARSHIP GRANT 650
    BOSTON COLLEGE HIGH SCHOOL
    150 MORRISSEY BLVD
    BOSTON,MA02125     		NONE PC GRANT OF CHARITY 25,000
    BOWLING GREEN STATE UNIVERSITY - ALLEC THEWES
    1001 E WOOSTER STREET
    BOWLING GREEN,OH43402     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 23,751
    CALVARY CHRISTIAN ACADEMY - ELIJAH RAFFERTY
    1007 ECORSE ROAD
    YPSILANTI,MI48198     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 4,840
    CARDINAL MOONEY CATHOLIC HIGH SCHOOL - JOEY DIBLEY
    660 S WATER STREET
    MARINE CITY,MI48039     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 7,800
    CASE WESTERN RESERVE UNIVERSITY - NICHOLAS TIMOTHY
    10900 EUCLID AVE
    CLEVELAND,OH44106     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 17,500
    CATHOLIC UNIVERSITY OF AMERICA - CABRINI PAK
    620 MICHIGAN AVENUE NORTHEAST
    WASHINGTON,DC20064     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5,000
    CENTRAL MICHIGAN UNIVERSITY - NICOLE SCHULTZ
    1200 S FRANKLIN ST
    MT PLEASANT,MI48858     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 9,000
    CHRIST COMMUNITY HEALTH SERVICES
    PO BOX 2344
    AUGUSTA,GA30903     		NONE PC GRANT OF CHARITY 10,000
    EMORY & HENRY COLLEGE - J RICHARDSON
    30461 GARNAND DRIVE
    EMORY,VA24327     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 22,500
    FLORIDA ALANTIC UNIVERSITY - ALTON BRIESKE
    1 COLLEGE ROAD
    HAMPDEN SYDNEY,VA23943     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 9,882
    HILLSDALE COLLEGE - EVAN CHALKER
    33 E COLLEGE STREET
    HILLSDALE,MI49242     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5,000
    HOLY NAME HIGH SCHOOL - BRIAN AUFMUTH
    6000 QUEENS HIGHWAY
    PARMA HEIGHTS,OH44130     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 8,655
    JACKSONVILLE UNIVERSITY - ZACK NORTON
    2800 UNIVERSITY BLVD N
    JACKSONVILLE,FL32211     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 19,100
    JAMES MADISON UNIVERSITY - JOSHUA MCGOVERN
    800 S MAIN STREET
    HARRISONBURG,VA22807     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5,431
    JOHN CARROLL HIGH SCHOOL - CAMERON WEIDEMAN
    3402 DELAWARE AVENUE
    FORT PIERCE,FL34947     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 8,850
    JOSEPHINUM ACADEMY
    1501 N OAKLEY BLVD
    CHICAGO,IL60622     		NONE PC GRANT OF CHARITY 50,000
    KEISER COLLEGE - MICHAEL AKOLAR
    1500 NW 49TH ST
    FORT LAUDERDALE,FL33309     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 3,000
    LORAIN COUNTY COMMUNITY COLLEGE - JENNIFER DIEDRICK
    10005 NORTH ABBE
    ELRIA,OH44035     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 1,273
    MIAMI UNIVERSITY - KERRY MCGOVERN
    301 S CAMPUS AVENUE
    OXFORD,OH45056     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 18,801
    MICHIGAN STATE UNIVERSITY - M NORCONK
    252 STUDENT SERVICES
    E LANSING,MI48224     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5,000
    MICHIGAN STATE UNIVERSITY - MAXWELL OSLUND
    252 STUDENT SERVICES
    E LANSING,MI48224     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 2,032
    MICHIGAN STATE UNIVERSITY - YUMI BABINEC
    252 STUDENT SERVICES
    E LANSING,MI48224     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 15,000
    NATIONAL UNIVERSITY OF HEALTH - JORDAN VANDERVEEN
    200 E ROOSEVELT ROAD
    LOMBARD,IL60148     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10,000
    NORTHERN MICHIGAN COLLEGE - EMILY DEAN
    1701 E FRONT STREET
    TRAVERSE CITY,MI49686     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 3,950
    NORTHWESTERN MICHIGAN COLLEGE - AIDEN BUCK
    1701 E FRONT ST
    TRAVERSE CITY,MI49686     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 15,000
    NORTHWESTERN MICHIGAN COLLEGE - BARRETT EVAN
    1701 E FRONT ST
    TRAVERSE CITY,MI49686     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 1,250
    OAKLAND UNIVERSITY - CHARLES SAFILIAN
    2200 N SQUIRREL RD
    ROCHESTER,MI48309     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 14,541
    OAKLAND UNIVERSITY - JEFF CROSS
    2200 N SQUIRREL RD
    ROCHESTER,MI48309     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10,000
    REITZ MEMORIAL HIGH SCHOOL - BEN & EMMA STACHOWSKI
    1500 LINCOLN AVE
    EVANSVILLE,IN47714     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 9,550
    RICHARD AND PATRICIA CAMERON
    36430 VAN DYKE AVE APT 333
    STERLING HEIGHTS,MI48312     		NONE INDIVIDUAL GRANT MEDICAL GRANT 33,898
    ROANOKE COLLEGE - TAYLOR HOLSINGER
    221 COLLEGE LANE
    SALEM,VA24153     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 7,500
    SARAH'S KITCHEN
    260SW PRIMA VISTA BLVD
    PORT ST LUCIE,FL34983     		NONE PC GRANT TO CHARITY 10,000
    ST PATRICK'S CATHOLIC SCHOOL - WILLIAM RAMOS
    9040 HUTCHINS ROAD
    WHITE LAKE,MI48386     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 7,790
    ST THOMAS MORE SCHOOL - ANTHONY LOTTS
    4180 NORTH AMBER DRIVE
    BROOKLYN,OH44144     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 2,593
    STONEHILL COLLEGE - NICHOLAS MULVOY
    320 WASHINGTON STREET
    EASTON,MA02357     		NEPHEW INDIVIDUAL GRANT SCHOLARSHIP GRANT 19,000
    SWEET BRIAR COLLEGE - ABBEY BRIESKE
    134 CHAPEL ROAD
    SWEET BRIAR,VA24595     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 27,410
    THE AARON PROJECT
    PO BOX 880821
    PORT ST LUCIE,FL34988     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 1,000
    THE WASHINGTON CENTER - NICHOLAS MULVOY
    1333 16TH ST NW
    WASHINGTON,DC20036     		NEPHEW INDIVIDUAL GRANT SCHOLARSHIP GRANT 5,150
    TRENT TOMCO
    4136 STEVE IKERD DRIVE NE
    HICKORY,NC28601     		NONE INDIVIDUAL GRANT MEDICAL GRANT 19,515
    UNIVERSAL TECHNICAL INSTITUTE - PHIPPS LEVI
    16220 N SCOTTSDALE RD 100
    SCOTTSDALE,AZ85254     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 20,626
    UNIVERSITY OF EVANSVILLE - BEN STACHOWSKI
    1800 LINCOLN AVENUE
    EVANSVILLE,IN47714     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 680
    UNIVERSITY OF FLORIDA - TYLER YANNES
    686 MUSEUM ROAD
    GAINESVILLE,FL32611     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10,000
    UNIVERSITY OF MARYLAND - TIMOTHY THEWES
    2101 TURNER
    COLLEGE PARK,MD20742     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 65,145
    UNIVERSITY OF MICHIGAN - BLAKE BOGDANOVICH
    STUDENT FINANCIAL OPERATIONS P O
    BOX 77000
    DETROIT,MI48277     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 30,300
    UNIVERSITY OF PITTSBURGH - LUCAS BLAZEJEWSKI
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 10,000
    UNIVERSITY OF SOUTHERN INDIANA - BEN STACHOWSKI
    86000 UNIVERSITY BLVD
    EVANSVILLE,IN47712     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 75
    UNIVERSITY OF SOUTHERN MISSISSIPPI - STEPHEN MOORE
    118 COLLEGE DRIVE
    HATTIESBURG,MS39406     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 5,000
    UNIVERSITY OF TAMPA - MICHAEL ENSMANN
    3402 DELAWARE AVENUE
    FORT PIERCE,FL34947     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 9,500
    UNIVERSITY OF TAMPA - TIMOTHY ENSMANN
    410 W KENNEDY BLVD
    TAMPA,FL33606     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 12,031
    VASSAR COLLEGE - TAYLOR THEWES
    124 RAYMOND AVENUE
    POUGHKEEPSIE,NY12604     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 27,580
    WESTERN MICHIGAN UNIVERSITY - CANDACE VANDERVEEN
    1903 W MICHIGAN AVENUE
    KALAMAZOO,MI49008     		NONE INDIVIDUAL GRANT SCHOLARSHIP GRANT 7,150
    Total .................................bullet 3a 757,891
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 196,965  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,116,560  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,313,525 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,313,525
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,601 3,200   6,400

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2004-04-26 2,123 2,123 SL 5.000000000000 0 0    
    COMPUTER 2007-07-16 4,619 4,619 SL 5.000000000000 0 0    
    SOFTWARE 2008-02-14 138 138 SL 3.000000000000 0 0    
    DELL PRINTER AND EQUIPMENT 2009-10-31 1,030 858 SL 5.000000000000 172 0    
    LAPTOP 2013-01-23 1,224 224 SL 5.000000000000 245 0    
    SOFTWARE 2014-03-31 73   SL 3.000000000000 18 0    
    COMPUTER 2014-03-26 2,021   SL 5.000000000000 303 0    
    COMPUTER 2014-07-08 700   SL 5.000000000000 70 0    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABERDEEN EMERGING MARKETS 0 0
    AQR MANAGED FUTURES STRATEGY FUND 0 0
    BARCLAYS BK PLC IPATH DOW JONES UBS 29,414 30,872
    BOSTON PARTNERS LONG/SHORT RSRCH INSTL 184,351 190,980
    COMPUWARE 0 0
    CONESTOGA SMALL CAP FUND 0 0
    CRM SMALL CAP VALUE INSTL 0 0
    DOUBLELINE TOTAL RETURN BOND FUND 74,506 73,795
    DRIEHAUS ACTIVE INCOME FUND 67,171 67,480
    EDGEWOOD GROWTH FUND 130,336 238,802
    ETF SER SOLUTIONS ALPHACLONE 116,938 130,596
    FEDERATED TOTAL RETURN BOND INSTL 560,010 557,978
    FPA NEW INCOME 48,922 45,506
    GOLDMAN SACHS STRATEGIC INCOME INSTL 417,366 403,924
    GOODHAVEN CAPITAL MANAGEMENT FUND 0 0
    GOTHAM ABSOLUTE RETURN FUND 119,940 122,817
    GOTHAM NEUTRAL FUND INSTITUTIONAL CLASS 73,359 70,713
    GRANDEUR PEAK INTERNATIONAL 116,093 125,780
    HARBOR INTERNATIONAL VALUE 218,651 247,330
    HARDING LOEVNER EMERGING MKTS 164,474 165,982
    ISHARES TR CORE S&P 500 ETF 471,896 508,900
    ISHARES TR MSCI EAFE ETF 158,944 159,705
    IVA INTERNATIONAL FUND CLASS A 291,426 281,908
    J P MORGAN HIGH YIELD SELECT 0 0
    J P MORGAN STRATEGIC INCOMEOPPS 493,857 490,132
    JOHN HANCOCK GLOBAL ABSOLUTE RETURN 90,922 89,194
    KKM U.S. EQUITY ARMOR FUND CLASS I 72,877 72,204
    LYRICAL U.S. VALUE EQUITY FUND 238,030 264,453
    MAINSTAY ICAP 97,361 189,122
    MARKET VECTORS ETF TR COLD MINERS ETF 28,929 26,394
    METROPOLITAN WEST TOTAL RETURN BOND I 559,010 561,576
    MFS INTERNATIONAL VALUE I 195,683 221,392
    PIMCO INCOME INSTL 150,462 159,312
    PIMCO TOTAL RETURN INSTL 0 0
    PIMCO UNCONSTRAINED BOND 0 0
    PRINCIPAL DIVERSIFIED REAL ASSET INST 345,040 320,569
    RIVERPARK LONG/SHORT OPPORTUNITY 0 0
    RIVERPARK SHORT TERM HIGH YIELD 46,247 45,885
    SEMPER MBS TOTAL RETURN FUND 45,121 44,758
    SPDR GOLD TRUST SHARES 176,884 256,103
    SPDR S&P 500 ETF TR TR UNIT 0 0
    STERLING CAPITAL EQUITY INCOME INSTL 210,040 204,595
    STRATTON SMALL CAP VALUE 50,228 71,329
    T ROWE PRICE SUMMIT MUNICIPAL INCOME 0 0
    T.ROWE PRICE MID-CAP GROWTH 63,585 149,974
    TEMPLETON GLOBAL BOND ADV 70,666 71,938
    TEMPLETON GLOBAL TOTAL RETURN FUND 0 0
    TFS MARKET NEUTRAL FUND 0 0
    THE OAKMARK INTERNATIONAL FUND 0 0
    THORNBURG DEVELOPING WORLD 71,655 72,385
    THORNBURG INTERNATIONAL VALUE 0 0
    TOUCHSTONE SANDS CAPITAL INSTL GROWTH 65,677 123,218
    VANGUARD 500 INDEX ADM 427,948 834,408
    VANGUARD DEVELOPED MARKETS INDEX ADM 295,040 272,702
    VANGUARD EXTENDED MARKET IDX ADM 207,060 212,719
    VANGUARD INDEX 500 SIGNAL 0 0
    VANGUARD INTERNATIONAL EQUITY INDEX FDS TOTAL 0 0
    VIRTUS PREMIUM ALPHASECTOR FUND 0 0
    VULCAN VALUE PARTNERS SMALL CAP 0 0
    WASATCH LONG/SHORT FUND 130,861 143,251
    WISDOMTREE TR JAPAN HEDGED EQUITY FD 67,050 75,027

    TY 2014 LandEtcSchedule2
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,123 2,123 0  
    COMPUTER 4,619 4,619 0  
    SOFTWARE 138 138 0  
    DELL PRINTER AND EQUIPMENT 1,030 1,030 0  
    LAPTOP 1,224 469 755  
    SOFTWARE 73 18 55  
    COMPUTER 2,021 303 1,718  
    COMPUTER 700 70 630  


    TY 2014 LegalFeesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 81 27   54


    TY 2014 OtherDecreasesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 955 0   955
    INSURANCE 299 0   299
    POSTAGE 509 0   509
    TELEPHONE EXPENSES 1,834 0   1,834
    SUBSCRIPTIONS 860 0   860


    TY 2014 OtherIncreasesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 44,021 44,021   0


    TY 2014 TaxesSchedule
    Name:
    THE LEGION FOUNDATION CO JAMES E MULVOY ESQ
    EIN: 38-3330588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON DIVIDENDS 1,911 1,911   0
    TAXES 46,000 0   0