2026-08-10T17:15:37-04:00 2025-12-31 592110949 KWAL & OLIVA PA CPAS 169 E FLAGLER STREET STE 800 MIAMI FL 331311296 990PF 2025-01-01 813381022 KENDEL H KENNEDY FOUNDATION INC KEND 2394038384 400 HAWSER LANE NAPLES FL 34102 KENDEL H KENNEDY PRESIDENT 2394038384 2026-07-28 ROLANDO SANCHEZ CPA P00118434 3055774333 2026-08-10 2025 2025-03-06 01:10:19Z X 9536649 X X 265297 265297 558384 1506041 558384 1 823682 823681 80000 40000 40000 26120 13060 13060 3883 3495 388 26167 26167 10475 67 67 3869 774 3095 2909 1634 1275 153423 85197 57885 591000 591000 744423 85197 648885 79259 738484 66252 183890 183890 180388 189045 189045 3416 1886 1886 8736878 9161828 9161828 1423 1423 397 8987331 9536649 9536649 20000 20134 20000 20134 X 8967331 9516515 8967331 9516515 8987331 9536649 8967331 79259 469925 9516515 9516515 AEPFX-AMERICAN FUNDS EUROPACIFIC GRO P 2016-03-30 2025-03-27 36710 32822 3888 3888 HACAX-HARBOR CAPITAL APPRECIATION IN P 2021-03-29 2025-08-01 32327 20271 12056 12056 VEIRX-VANGUARD EQUITY-INCOME ADM P 2015-09-09 2025-03-27 24209 19493 4716 4716 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2019-06-14 2025-08-01 1812 1162 650 650 VTIAX-VANGUARD TOTAL INTL STOCK INDE P 2016-03-30 2025-03-27 52980 41292 11688 11688 AEPFX-AMERICAN FUNDS EUPAC F2 P 2016-03-30 2025-06-27 36033 30311 5722 5722 HACAX-HARBOR CAPITAL APPRECIATION IN P 2021-03-29 2025-10-21 12622 7568 5054 5054 VEIRX-VANGUARD EQUITY-INCOME ADM P 2015-09-09 2025-08-01 63650 50038 13612 13612 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2019-09-13 2025-08-01 2229 1429 800 800 VTIAX-VANGUARD TOTAL INTL STOCK INDE P 2016-03-30 2025-06-27 40438 29009 11429 11429 AEPFX-AMERICAN FUNDS EUPAC F2 P 2016-03-30 2025-08-01 39204 33636 5568 5568 PRHYX-T. ROWE PRICE HIGH YIELD P 2012-11-15 2025-03-27 4022 4474 -452 -452 VEIRX-VANGUARD EQUITY-INCOME ADM P 2015-09-09 2025-09-29 8554 6425 2129 2129 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2019-12-23 2025-08-01 3492 2239 1253 1253 VTIAX-VANGUARD TOTAL INTL STOCK INDE P 2016-03-30 2025-08-01 41696 30229 11467 11467 AEPFX-AMERICAN FUNDS EUPAC F2 P 2016-03-30 2025-09-29 22488 17810 4678 4678 PRHYX-T. ROWE PRICE HIGH YIELD P 2012-11-15 2025-08-01 17596 19236 -1640 -1640 VEIRX-VANGUARD EQUITY-INCOME ADM P 2015-09-09 2025-10-21 9500 7076 2424 2424 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2020-03-24 2025-08-01 7666 4916 2750 2750 VTIAX-VANGUARD TOTAL INTL STOCK INDE P 2016-03-30 2025-09-29 20231 13739 6492 6492 AEPFX-AMERICAN FUNDS EUPAC F2 P 2016-03-30 2025-10-21 31057 24002 7055 7055 PRHYX-T. ROWE PRICE HIGH YIELD P 2012-11-15 2025-10-21 490 531 -41 -41 VEIRX-VANGUARD EQUITY-INCOME ADM P 2015-09-09 2025-12-30 23972 19137 4835 4835 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2020-03-24 2025-09-29 11239 6688 4551 4551 VTIAX-VANGUARD TOTAL INTL STOCK INDE P 2016-03-30 2025-10-21 26478 17684 8794 8794 AEPFX-AMERICAN FUNDS EUPAC F2 P 2016-03-30 2025-12-30 2229 1901 328 328 VAIPX-VANGUARD INFLATION-PROTECTED S P 2016-03-30 2025-03-27 5896 6571 -675 -675 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2017-04-28 2025-06-27 18682 12113 6569 6569 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2020-03-24 2025-10-21 9290 5471 3819 3819 VTIAX-VANGUARD TOTAL INTL STOCK INDE P 2016-03-30 2025-12-30 9573 6351 3222 3222 DCCIX-MACQUARIE SMALL CAP CORE I P 2022-04-05 2025-08-01 22735 22374 361 361 VAIPX-VANGUARD INFLATION-PROTECTED S P 2016-03-30 2025-08-01 10114 11104 -990 -990 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2017-04-28 2025-08-01 20428 13099 7329 7329 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-06-27 34831 12544 22287 22287 HACAX-HARBOR CAPITAL APPRECIATION IN P 2020-03-24 2025-06-27 414 261 153 153 DCCIX-MACQUARIE SMALL CAP CORE I P 2022-04-05 2025-09-29 4904 4523 381 381 VAIPX-VANGUARD INFLATION-PROTECTED S P 2016-03-30 2025-10-21 1842 2034 -192 -192 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2017-06-20 2025-08-01 1928 1236 692 692 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-06-27 18775 6762 12013 12013 DCCIX-MACQUARIE SMALL CAP CORE I P 2022-04-05 2025-10-21 726 664 62 62 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-03-27 395 441 -46 -46 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2017-09-19 2025-08-01 1912 1226 686 686 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-08-01 42044 15091 26953 26953 DCCIX-NOMURA SMALL CAP CORE FUND I P 2022-04-05 2025-12-30 5999 5623 376 376 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-03-27 1816 2027 -211 -211 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2017-12-20 2025-08-01 3413 2188 1225 1225 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-08-01 47113 16910 30203 30203 DODIX-DODGE & COX INCOME I P 2014-11-17 2025-03-27 31493 34284 -2791 -2791 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-03-27 883 985 -102 -102 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2018-03-23 2025-08-01 2094 1343 751 751 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-08-01 3911 1404 2507 2507 DODIX-DODGE & COX INCOME I P 2014-11-17 2025-08-01 67927 72371 -4444 -4444 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-03-27 85 95 -10 -10 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2018-06-27 2025-08-01 2255 1446 809 809 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-08-01 50396 18089 32307 32307 DODIX-DODGE & COX INCOME I P 2014-11-17 2025-10-21 21396 22306 -910 -910 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-03-27 25645 28632 -2987 -2987 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2018-09-25 2025-08-01 2736 1755 981 981 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-09-29 12237 4130 8107 8107 HACAX-HARBOR CAPITAL APPRECIATION IN P 2020-12-17 2025-06-27 57815 36449 21366 21366 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-08-01 69632 76398 -6766 -6766 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2018-12-18 2025-08-01 3490 2237 1253 1253 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-10-21 26806 8974 17832 17832 HACAX-HARBOR CAPITAL APPRECIATION IN P 2020-12-17 2025-08-01 26254 16462 9792 9792 VBTLX-VANGUARD TOTAL BOND MARKET IND P 2014-11-17 2025-10-21 19558 21055 -1497 -1497 VEXAX-VANGUARD EXTENDED MARKET INDEX P 2019-03-27 2025-08-01 1983 1271 712 712 VFIAX-VANGUARD 500 INDEX ADMIRAL P 2016-05-12 2025-12-30 18953 6240 12713 12713 558384 10265 10265 10265 10130 10130 X 14 149 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 9134069 171969 12016 9318054 9318054 139771 9178283 458914 458914 10265 10265 448649 448649 448649 648885 648885 448649 146259 648885 146259 448649 53977 53977 0 53977 53977 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 PC EDUCATION AND OUTREACH PROGRAMS 30000 KIDS ON POINT PO BOX 22731 CHARLESTON SC 29413 NONE PC EDUCATION SUPPORT 50000 MERRY SPRING NATURE CENTER PO BOX 893 CAMDEN ME 04843 NONE PC PROTECT NATURAL ENVIRONMENT 25000 COCONUT GROVE CARES 3870 WASHINGTON AVENUE COCONUT GROVE FL 33133 NONE PC SUPPORT FOR NEIGHBORHOOD COMM CENTER 90000 LINCOLNVILLE COMMUNITY LIBRARY 208 MAIN STREET LINCOLNVILLE ME 04849 NONE PC SUPPORT FOR LIBRARY 30000 LONG LIVE DYLAN PO BOX 940609 MAITLAND FL 32765 NONE PC CHARITABLE INITIATIVES IN SEMINOLE 25000 LINCOLNVILLE HISTORICAL SOCIETY PO BOX 204 LINCOLNVILLE ME 04849 NONE PC PARKS AND PLAYGROUNDS 10000 FAIRCHILD BOTANICAL TROPICAL GARDEN 10901 OLD CUTLER ROAD CORAL GABLES FL 33156 NONE PC RESEARCH/EDUCATION PROGRAM 90000 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC HUNGER RELIEF ORGANIZATION 10000 WATERFALL ARTS 256 HIGH STREET BELFAST ME 04915 NONE PC ART & ENTERTAINMENT SUPPORT 57000 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE PC RESEARCH/EDUCATION PROGRAM 150000 MISSION PENIEL POBOX 1204 IMMOKALEE FL 34143 NONE PC LOCAL SPIRITUAL & MATERIAL SUPPORT 10000 LINCOLNVILLE HILLS PROJECT POBOX 47 LINCOLNVILLE ME 04849 NONE PC HISTORIC & SCENIC AREA RESTORATION 5000 UNITED CHRISTIAN CHURCH HISTORICAL MEETING HOUSE & COMMUNITY CENTER POBOX 288 LINCOLNVILLE CENTER ME 04850 NONE PC NONPROFIT CHURCH & COMMUNITY 9000 591000 14 265297 14 558384 ROUNDING 14 1 823682 823682 false false false false false false false false false false ACCOUNTING 3883 3495 388 LAPTOP 2017-05-10 743 743 S/L 5.0000 CELL PHONE 2023-01-03 680 680 200DB 7.0000 DODGE & COX INCOME FUND 1312446 1312446 T. ROWE PRICE HIGH YIELD 283800 283800 VANGUARD INFLATION 187603 187603 VANGUARD TOTAL BOND 1315797 1315797 AMERICAN FD EUROPACIFIC 844421 844421 HARBOR CAP APPRECIATION 651944 651944 NOMURA SMALL CAP CORE FU 370824 370824 VANGUARD EQUITY INCOME 1025147 1025147 VANGUARD EXTENDED 648586 648586 VANGUARD TOTAL INTL STK 844601 844601 VANGUARD 500 INDEX FD 1676659 1676659 MACQUARIE SMALL CAP CORE 1423 1423 MISCELLANEOUS RECEIVABLE 397 EXPENSES INSURANCE 599 479 120 PAYROLL SERVICE FEE 1860 930 930 POSTAGE & MAILBOX 450 225 225 ROUNDING 1 UNREALIZED GAIN ON FAIR MARKET VALUE 469927 ROUNDING -2 ACCRUED SEP PENSION PLAN 20000 20000 FEDERAL EXCISE TAX PAYABLE 134 INVESTMENT MANAGEMENT FEE 26167 26167 FEDERAL EXCISE TAX 10264 TAXES & LICENSES 211 67 67