2025-08-18T10:13:15-04:00 2024-12-31 592110949 KWAL & OLIVA PA CPAS 169 E FLAGLER STREET STE 800 MIAMI FL 331311296 990PF 2024-01-01 813381022 KENDEL H KENNEDY FOUNDATION INC KEND 2394038384 400 HAWSER LANE NAPLES FL 34102 KENDEL H KENNEDY PRESIDENT 2394038384 2025-08-15 true ROLANDO SANCHEZ CPA P00118434 3055774333 2025-08-15 2024 2025-03-06 01:10:19Z X 8987331 X X 229622 229622 353146 608326 353146 582768 582768 80000 40000 40000 26162 13081 13081 7107 6396 711 25433 25433 7048 81 80 3167 633 2534 3055 1709 1346 151972 87333 57752 150000 150000 301972 87333 207752 280796 495435 350541 66252 66252 155766 180388 180388 3417 3416 3416 7850130 8736878 8736878 1423 1423 397 397 8359854 8987331 8987331 21921 20000 21921 20000 X 8337933 8967331 8337933 8967331 8359854 8987331 8337933 280796 348602 8967331 8967331 AMERICAN FUNDS EUROPACIFIC GROWTH F2 P 2016-03-30 2024-06-07 30995 26012 4983 4983 T. ROWE PRICE HIGH YIELD P 2010-03-19 2024-12-30 14 16 -2 -2 DELAWARE SMALL CAP CORE I P 2022-04-05 2024-09-27 6284 5913 371 371 T. ROWE PRICE HIGH YIELD P 2012-11-15 2024-12-30 17 19 -2 -2 DELAWARE SMALL CAP CORE I P 2022-04-05 2024-12-30 8652 8179 473 473 T. ROWE PRICE HIGH YIELD P 2012-11-15 2024-12-30 44 49 -5 -5 HARBOR CAPITAL APPRECIATION INSTL P 2019-12-16 2024-06-07 54044 32945 21099 21099 VANGUARD EQUITY-INCOME ADM P 2015-09-09 2024-06-07 9650 7677 1973 1973 HARBOR CAPITAL APPRECIATION INSTL P 2019-12-16 2024-06-07 585 357 228 228 VANGUARD EQUITY-INCOME ADM P 2015-09-09 2024-09-27 15603 11640 3963 3963 HARBOR CAPITAL APPRECIATION INSTL P 2020-03-04 2024-06-07 1214 740 474 474 VANGUARD EQUITY-INCOME ADM P 2015-09-09 2024-12-30 9519 7851 1668 1668 HARBOR CAPITAL APPRECIATION INSTL P 2020-03-04 2024-12-30 52755 33934 18821 18821 VANGUARD EXTENDED MARKET INDEX ADMIR P 2017-04-28 2024-09-27 11695 7713 3982 3982 T. ROWE PRICE HIGH YIELD P 2010-02-02 2024-12-30 912 1012 -100 -100 VANGUARD EXTENDED MARKET INDEX ADMIR P 2017-04-28 2024-12-30 42417 26738 15679 15679 T. ROWE PRICE HIGH YIELD P 2010-02-09 2024-12-30 106 118 -12 -12 VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2024-06-07 86917 32944 53973 53973 T. ROWE PRICE HIGH YIELD P 2010-02-10 2024-12-30 45 50 -5 -5 VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2024-09-27 24808 8849 15959 15959 T. ROWE PRICE HIGH YIELD P 2010-02-12 2024-12-30 54 60 -6 -6 VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2024-12-30 20895 7316 13579 13579 T. ROWE PRICE HIGH YIELD P 2010-03-07 2024-12-30 81 90 -9 -9 VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2024-12-30 55247 19343 35904 35904 T. ROWE PRICE HIGH YIELD P 2010-03-12 2024-12-30 7 8 -1 -1 VANGUARD TOTAL INTL STOCK INDEX ADMI P 2016-03-30 2024-06-07 14111 11125 2986 2986 T. ROWE PRICE HIGH YIELD P 2010-03-18 2024-12-30 106 118 -12 -12 VANGUARD TOTAL INTL STOCK INDEX ADMI P 2016-03-30 2024-09-27 5805 4347 1458 1458 T. ROWE PRICE HIGH YIELD P 2010-03-18 2024-12-30 15 17 -2 -2 353146 6887 6887 6887 8417 1100 9517 2630 2630 false false false false false false false true true FL true false false false false true N/A KENDELL H KENNEDY 2394038384 400 HAWSER LANE NAPLES FL 34102 false false false false false false false false false false false false false false false false false false false false KENDEL H KENNEDY 400 HAWSER LANE NAPLES FL 34102 PRESIDENT 40.00 80000 20000 0 FORREST I MULCAHY 61 GORDON HURST AVENUE MONTCLAIR NJ 07043 VICE PRESIDE 1.00 0 0 0 MORGAN HERTERICH 28 CAROLINA STREET CHARLESTON SC 29403 TREASURER/SE 1.00 0 0 0 NONE NONE N/A 8461581 244843 3813 8710237 8710237 130654 8579583 428979 428979 6887 6887 422092 422092 422092 207752 207752 422092 68081 68081 207752 207752 68081 68081 146259 KENDEL H KENNEDY 400 HAWSER LANE NAPLES FL 34102 2394038384 CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF CRITERIA, GUIDELINES AND APPLICATION PROCEDURAL DETAILS CAN BE PROVIDED UPON RECEIPT OF A LETTER OF INTRODUCTION. TREKKERS 325 OLD COUNTY BARN ROAD ROCKLAND ME 04841 NONE 501(C)(3) EDUCATION AND OUTREACH PROGRAMS 20000 KIDS ON POINT PO BOX 22731 CHARLESTON SC 29413 NONE 501(C)(3) EDUCATION SUPPORT 25000 MERRY SPRING NATURE CENTER PO BOX 893 CAMDEN ME 04843 NONE 501(C)(3) PROTECT NATURAL ENVIRONMENT 10000 COCONUT GROVE CARES 3870 WASHINGTON AVENUE COCONUT GROVE FL 33133 NONE 501(C)(3) SUPPORT FOR NEIGHBORHOOD COMM CENTER 10000 LINCOLNVILLE COMMUNITY LIBRARY 208 MAIN STREET LINCOLNVILLE ME 04849 NONE 501(C)(3) SUPPORT FOR LIBRARY 25000 LONG LIVE DYLAN PO BOX 940609 MAITLAND FL 32765 NONE 501(C)(3) CHARITABLE INITIATIVES IN SEMINOLE 5000 LINCOLNVILLE HISTORICAL SOCIETY PO BOX 204 LINCOLNVILLE ME 04849 NONE 501(C)(3) PARKS AND PLAYGROUNDS 35000 FAIRCHILD BOTANICAL TROPICAL GARDEN 10901 OLD CUTLER ROAD CORAL GABLES FL 33156 NONE 501(C)(3) RESEARCH/EDUCATION PROGRAM 20000 150000 14 229622 14 353146 582768 582768 false false false false false false false false false false ACCOUNTING 7107 6396 711 LAPTOP 2017-05-10 743 743 S/L 5.0000 CELL PHONE 2023-01-03 680 680 200DB 7.0000 DODGE & COX INCOME FUND 1259710 1259710 T. ROWE PRICE HIGH YIELD 270642 270642 VANGUARD INFLATION 179906 179906 VANGUARD TOTAL BOND 1262278 1262278 AMERICAN FD EUROPACIFIC 799424 799424 HARBOR CAP APPRECIATION 613997 613997 VANGUARD EQUITY INCOME 980316 980316 VANGUARD EXTENDED 620635 620635 VANGUARD TOTAL INTL STK 802512 802512 VANGUARD 500 INDEX FD 1589875 1589875 DELAWARE SMALL CAP CORE MACQUARIE SMALL CAP CORE 357583 357583 1423 1423 MISCELLANEOUS RECEIVABLE 397 397 EXPENSES INSURANCE 604 483 121 PAYROLL SERVICE FEE 1983 992 991 OFFICE EXPENSE & SUPPLIES 26 13 13 POSTAGE & MAILBOX 442 221 221 UNREALIZED GAIN ON FAIR MARKET VALUE 328598 ROUNDING ADJUSTMENT 4 CAPITAL CONTRIBUTIONS 20000 PAYROLL TAXES PAYABLE 1921 ACCRUED SEP PENSION PLAN 20000 20000 FEDERAL EXCISE TAX PAYABLE INVESTMENT MANAGEMENT FEE 25433 25433 FEDERAL EXCISE TAX 6887 TAXES & LICENSES 161 81 80