2025-08-18T15:24:50-04:00 2024-12-31 592110949 KWAL & OLIVA PA CPAS 169 E FLAGLER STREET STE 800 MIAMI FL 331311296 990PF 2024-01-01 813254029 KATHLEEN KENNEDY FOUNDATION KATH 8282620409 PO BOX 3015 BOONE NC 28607 KATHLEEN KENNEDY-OLSEN DIRECTOR/PRESIDENT 3057250356 2025-08-15 true ROLANDO SANCHEZ CPA P00118434 3055774333 2025-08-15 2024 2025-03-06 01:10:19Z X 7677634 X X 17 17 195763 195763 525720 1371687 525720 721500 721500 80000 40000 40000 26120 13060 13060 3478 3130 348 25289 25289 8877 2704 1353 1351 146468 82832 54759 414500 414500 560968 82832 469259 160532 638668 204307 666282 666282 146485 141366 141366 1576 7098301 6869986 6869986 838 838 7450669 7677634 7677634 20000 1301 20000 1301 X 7430669 7676333 7430669 7676333 7450669 7677634 7430669 160532 85132 7676333 7676333 AMERICAN FUNDS EUROPACIFIC P 2016-03-30 2024-05-08 57296 48948 8348 8348 HARBOR CAPITAL APPRECIATION INSTL P 2021-03-29 2024-06-27 26175 15468 10707 10707 VANGUARD 500 INDEX ADMIRAL P 2017-04-28 2024-05-08 95024 40116 54908 54908 VANGUARD INFLATION-PROTECTED SECS AD P 2016-03-30 2024-01-19 1711 1964 -253 -253 AMERICAN FUNDS EUROPACIFIC GROWTH F2 P 2016-03-30 2024-09-27 2546 2117 429 429 HARBOR CAPITAL APPRECIATION INSTL P 2021-03-29 2024-10-04 23126 13972 9154 9154 VANGUARD 500 INDEX ADMIRAL P 2017-04-28 2024-06-27 49915 19909 30006 30006 VANGUARD INFLATION-PROTECTED SECS AD P 2016-03-30 2024-10-04 7374 8196 -822 -822 AMERICAN FUNDS EUROPACIFIC GROWTH F2 P 2016-03-30 2024-10-04 24238 20510 3728 3728 HARBOR CAPITAL APPRECIATION INSTL P 2021-03-29 2024-12-03 9405 5292 4113 4113 VANGUARD 500 INDEX ADMIRAL P 2017-04-28 2024-10-04 72231 28108 44123 44123 VANGUARD INFLATION-PROTECTED SECS AD P 2016-03-30 2024-10-04 1760 1956 -196 -196 DELAWARE SMALL CAP CORE I P 2020-10-02 2024-05-08 9577 8086 1491 1491 HARBOR CAPITAL APPRECIATION INSTL P 2021-12-20 2024-12-03 10571 5949 4622 4622 VANGUARD 500 INDEX ADMIRAL P 2017-04-28 2024-12-03 89955 33207 56748 56748 VANGUARD INFLATION-PROTECTED SECS AD P 2016-03-30 2024-12-30 663 812 -149 -149 DELAWARE SMALL CAP CORE I P 2020-10-02 2024-09-27 10225 7933 2292 2292 HARBOR CAPITAL APPRECIATION INSTL P 2021-12-20 2024-12-30 49219 32581 16638 16638 VANGUARD 500 INDEX ADMIRAL P 2017-04-28 2024-12-30 26938 10273 16665 16665 VANGUARD TOTAL BOND MARKET INDEX ADM P 2016-03-30 2024-01-19 6664 7601 -937 -937 DELAWARE SMALL CAP CORE I P 2020-10-02 2024-10-04 15007 11709 3298 3298 T. ROWE PRICE HIGH YIELD P 2012-11-16 2024-01-19 820 933 -113 -113 VANGUARD EQUITY-INCOME ADM P 2017-04-28 2024-01-19 1099 948 151 151 VANGUARD TOTAL BOND MARKET INDEX ADM P 2016-03-30 2024-10-04 57551 63675 -6124 -6124 DELAWARE SMALL CAP CORE I P 2020-10-02 2024-12-30 20027 15650 4377 4377 T. ROWE PRICE HIGH YIELD P 2012-11-17 2024-01-19 1158 1318 -160 -160 VANGUARD EQUITY-INCOME ADM P 2017-04-28 2024-05-08 53400 42231 11169 11169 VANGUARD TOTAL BOND MARKET INDEX ADM P 2016-03-30 2024-10-04 6826 7552 -726 -726 DODGE & COX INCOME I P 2016-03-30 2024-01-19 5002 5533 -531 -531 T. ROWE PRICE HIGH YIELD P 2012-11-20 2024-01-19 2179 2479 -300 -300 VANGUARD EQUITY-INCOME ADM P 2017-04-28 2024-09-27 16838 12592 4246 4246 VANGUARD TOTAL BOND MARKET INDEX ADM P 2016-03-30 2024-12-30 3665 4216 -551 -551 DODGE & COX INCOME I P 2016-03-30 2024-10-04 56843 60680 -3837 -3837 T. ROWE PRICE HIGH YIELD P 2012-11-16 2024-05-08 817 933 -116 -116 VANGUARD EQUITY-INCOME ADM P 2017-04-28 2024-10-04 50190 37338 12852 12852 VANGUARD TOTAL INTL STOCK INDEX ADMI P 2016-03-30 2024-05-08 44058 35243 8815 8815 DODGE & COX INCOME I P 2016-03-30 2024-10-04 5163 5512 -349 -349 T. ROWE PRICE HIGH YIELD P 2012-11-17 2024-05-08 166 189 -23 -23 VANGUARD EQUITY-INCOME ADM P 2017-04-28 2024-12-30 34644 28547 6097 6097 VANGUARD TOTAL INTL STOCK INDEX ADMI P 2016-03-30 2024-09-27 20152 15176 4976 4976 DODGE & COX INCOME I P 2016-03-30 2024-12-30 2129 2397 -268 -268 T. ROWE PRICE HIGH YIELD P 2012-11-17 2024-10-04 1013 1122 -109 -109 VANGUARD EXTENDED MARKET INDEX ADMIR P 2020-03-24 2024-05-08 17459 11716 5743 5743 VANGUARD TOTAL INTL STOCK INDEX ADMI P 2016-03-30 2024-10-04 29352 22203 7149 7149 HARBOR CAPITAL APPRECIATION INSTL P 2020-12-17 2024-01-19 6161 4290 1871 1871 T. ROWE PRICE HIGH YIELD P 2012-11-20 2024-10-04 2224 2463 -239 -239 VANGUARD EXTENDED MARKET INDEX ADMIR P 2020-03-24 2024-09-27 15018 9627 5391 5391 WASH SALES P 2017-04-28 2024-12-31 2293 2293 2293 HARBOR CAPITAL APPRECIATION INSTL P 2020-12-17 2024-05-08 55712 35891 19821 19821 T. ROWE PRICE HIGH YIELD P 2012-11-20 2024-10-04 11352 12575 -1223 -1223 VANGUARD EXTENDED MARKET INDEX ADMIR P 2020-03-24 2024-10-04 26183 16787 9396 9396 HARBOR CAPITAL APPRECIATION INSTL P 2020-12-17 2024-06-27 6856 4051 2805 2805 T. ROWE PRICE HIGH YIELD P 2012-11-20 2024-12-30 7527 8427 -900 -900 VANGUARD EXTENDED MARKET INDEX ADMIR P 2020-03-24 2024-12-03 49955 28431 21524 21524 HARBOR CAPITAL APPRECIATION INSTL P 2020-12-30 2024-06-27 1002 592 410 410 VANGUARD 500 INDEX ADMIRAL P 2017-04-28 2024-01-19 29881 13485 16396 16396 VANGUARD EXTENDED MARKET INDEX ADMIR P 2020-03-24 2024-12-30 10495 6458 4037 4037 525720 8877 8877 8877 7576 4400 11976 3099 3099 false false false false false false false true true NC false false false false true N/A KATHLEEN KENNEDY-OLSEN 8282620409 391 OAK RIDGE DRIVE BOONE NC 28607 false false false false false false false false false false false false false false false false false false false false KATHLEEN KENNEDY-OLSEN 391 OAK RIDGE DRIVE BOONE NC 28607 DIRECTOR/PRE 14.00 80000 20000 0 AMANDA JACKSON-WILLY 1405 4TH AVENUE NW 53 ARDMORE OK 73401 SECRETARY/TR 1.00 0 0 0 ODD OLSEN 391 OAK RIDGE DRIVE BOONE NC 28607 VICE PRESIDE 1.00 0 0 0 NONE NONE N/A 7128068 435295 0 7563363 7563363 113450 7449913 372496 372496 8877 8877 363619 363619 363619 469259 469259 363619 172452 616258 788710 469259 363619 105640 894350 0 894350 172452 616258 105640 KATHLEEN KENNEDY FOUNDATION PO BOX 3015 BOONE NC 28607 8282620409 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. HIGH COUNTRY CAREGIVERS FOUNDATION PO BOX 3356 BOONE NC 28607 NONE 501(C)(3) KINSHIP NAVIGATION PROGRAM 50000 HIGH COUNTRY SOCCER ASSOCIATION 805 STATE FARM ROAD 301 BOONE NC 28607 NONE 501(C)(3) SCHOLARSHIP PROGRAM 12000 WOMEN'S FUND OF THE BLUE RIDGE 895 STATE FARM RD 404-1 BOONE NC 28607 NONE 501(C)(3) WOMAN'S ISSUES SUPPORT 45000 PROJECT DANCE FOUNDATION 276-H WATAUGA VILLAGE DR BOONE NC 28607 NONE 501(C)(3) THE CAROLINA SNOWBELLS PROGRAM 50000 HOSPITALITY HOUSE OF NW N CAROLI PO BOX 309 BOONE NC 28607 NONE 501(C)(3) RENOVATION FOR HEALTH INITIATIV WING 30000 BUFFALO COVE OUTDOOR EDUCATION CTR 664 BUCKSKIN HOLLOW DEEP GAP NC 28618 NONE 501(C)(3) SUMMER CAMP FOSTER YOUTH 10000 WOMENS FUND MIAMI-DADE 3109 GRAND AVE STE 176 MIAMI FL 33133 NONE 501(C)(3) SUPPORT WOMENS FUND 30000 EDUCATE TOMORROW 217 NE 97TH STREET MIAMI SHORES FL 33138 NONE 501(C)(3) ENRICHMENT STUDENT'S PROGRAM 50000 AMOUR DANCE THEATRE 5818 SW 73 STREET SOUTH MIAMI FL 33143 NONE 501(C)(3) MENTAL HEALTH SERVICES & INTERVENTIO 25000 DRANOFF INTERNATIONAL 2 PIANO FOUND 3550 BISCAYNE BLVD 702 MIAMI FL 33137 NONE 501(C)(3) SUPPORT PIANO SLAM 2024/2025 60000 BACK TO SCHOOL FESTIVAL PO BOX 102 BOONE NC 28607 NONE 501(C)(3) SCHOOL SUPPLIES 2500 WAMY COMMUNITY ACTION INC 225 BIRCH STREET SUITE 2 BOONE NC 28607 NONE 501(C)(3) SUPPORT OUR STUDENTS SCHOLARSHIP 50000 414500 14 17 14 195763 14 525720 721500 721500 false false false false false false false false false false ACCOUNTING FEES 3478 3130 348 I-PAD 2017-05-10 95 95 200DB 5.0000 LAPTOP 2017-05-10 743 743 200DB 5.0000 NOT REQUIRED BY STATE OF NC. DODGE & COX INCOME FUND 990662 990662 T. ROWE PRICE HIGH YIELD 212835 212835 VANGUARD INFLATION 141507 141507 VANGUARD TOTAL BOND 992779 992779 AMERICAN FD EUROPACIFIC 628379 628379 HARBOR CAP APPRECIATION 482684 482684 VANGUARD EQUITY INCOME 770571 770571 VANGUARD TOTAL INTL STK 630839 630839 VANGUARD 500 INDEX FD 1250445 1250445 DELAWARE SMALL CAP CORE MACQUARIE SMALL CAP CORE 281079 281079 VANGUARD EXTENDED 488206 488206 OFFICE EQUIPMENT 838 838 EXPENSES PAYROLL SERVICE FEE 872 436 436 INSURANCE 616 308 308 OFFICE SUPPLIES & EXPENSE 25 13 12 POSTAGE & MAIL BOX 470 235 235 RENT - STORAGE 720 360 360 BANK SERVICE CHARGES 1 1 UNREALIZED GAIN ON FAIR MARKET VALUE 85130 ROUNDING ADJUSTMENT 2 ACCRUE SEP CONTRIBUTION 20000 EXCISE TAX PAYABLE 1301 INVESTMENT MANAGEMENT FEES 25289 25289 EXCISE TAX EXPENSE 8877