2024-05-07T10:11:11-07:00 2023-12-31 200537292 T David Phillip CPA PC 409 E San Antonio Avenue Boerne TX 78006 990PF 2023-01-01 465166978 The Lou and Bud Kennedy Family Foundation LOUA 3615379671 8454 Northview Pass Fair Oaks Ranch TX 78015 Charles W Kennedy Jr President 3615379671 2024-05-07 true Charles Kennedy Jr XXX-XX-XXXX true T David Phillip P00333930 8302481075 2024-05-07 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1024990 X 47958 63 63 15747 15747 1989 130629 1989 8 0 0 65757 17799 8 0 1125 1125 7763 7763 1150 1150 0 88 10126 10038 0 31660 31660 41786 10038 31660 23971 7761 8 53557 54582 54582 10800 3100 3100 0 0 0 682247 699221 719648 0 177103 190775 247660 923707 947678 1024990 0 0 0 0 0 X 923707 947678 923707 947678 923707 947678 923707 23971 947678 947678 Capital Gain Distributions P 2022-12-31 2023-12-31 6602 0 0 6602 0 0 0 6602 Russell Opportunistic P 2022-12-05 2023-11-06 1779 0 1771 8 0 0 0 8 Russell Emerging Markets P 2015-01-15 2023-11-06 20024 0 24431 -4407 0 0 0 -4407 Russell Opportunistic P 2021-01-26 2023-11-06 39791 0 45966 -6175 0 0 0 -6175 Russell International Developed Markets P 2018-02-16 2023-11-06 21819 0 20238 1581 0 0 0 1581 Russell US Strategic Equity P 2016-07-06 2023-11-06 33648 0 28586 5062 0 0 0 5062 Russell Multi Asset Growth P 2018-02-16 2023-11-06 6966 0 7648 -682 0 0 0 -682 1989 8 108 0 108 0 108 0 108 0 false false false false false false false true true TX true false false false false true N/A Charles W Kennedy Jr 3615379671 8454 Northview Pass Fair Oaks Ranch TX 78015 false false false false false false false false false false false false false false false false false false false false Charles W Kennedy Jr 8454 Northview Pass Fair Oaks Ranch TX 78015 President 0.50 0 0 0 Louise P Kennedy 8454 Northview Pass Fair Oaks Ranch TX 78015 VP/Sec/Treas 0.50 0 0 0 Charles W Kennedy III 8454 Northview Pass Fair Oaks Ranch TX 78015 Director 0.50 0 0 0 Bennett H Kennedy 8454 Northview Pass Fair Oaks Ranch TX 78015 Director 0.50 0 0 0 Michael P Kennedy 8454 Northview Pass Fair Oaks Ranch TX 78015 Director 0.50 0 0 0 NONE 0 NONE 0 666103 68036 0 734139 0 734139 11012 723127 36156 36156 108 108 36048 36048 36048 31660 31660 36048 0 0 0 0 39101 39101 31660 0 31660 0 39101 0 0 0 4388 0 39101 0 0 0 39101 0 Charles W Kennedy Jr Louise P Kennedy None Charles W Kennedy Jr 8454 Northview Pass Fair Oaks Ranch TX 78015 3615379671 No particular form required None No restrictions or limitations Alpha Home 419 E Magnolia Ave San Antonio TX 78212 PC Charitable 200 ALS Association Texas Chapter 2251 Chenault Drive Carrollton TX 75006 PC Charitable 200 Special Olympics Texas 13400 Immanuel Rd Pflugerville TX 78660 PC Charitable 150 Sun Valley Jazz & Music Festival PO Box 2745 Sun Valley ID 83353 PC Charitable 1000 Bass Club of Champions 28 Ranch Brook Boerne TX 78015 PC Charitable 1000 Uganda Tree of Life Ministries PO Box 132 Boerne TX 78006 PC Charitable 1000 American Parkinson Disease Association PO Box 61420 Staten Island NY 10306 PC Charitable 250 Habitat for Humanity 311 Probandt San Antonio TX 78204 PC Charitable 200 American Bible Society 101 North Independence Mall East Philadelphia PA 19106 PC Charitable 100 Alzheimer's Association 225 N Michigan Avenue Fl 17 Chicago IL 60601 PC Charitable 200 SDPM Foundation 3606 SE 151st Court Vancouver WA 98683 PC Charitable 5000 Lifetime Recovery 96 Crossroads Blvd San Antonio TX 78201 PC Charitable 5000 Reach Ministries 401 N Shoreline Blvd Corpus Christi TX 78401 PC Charitable 1000 Magdalena House PO Box 692041 San Antonio TX 78269 PC Charitable 2000 0 St Helena's Episcopal Church 410 N Main Boerne TX 78006 PC Charitable 10660 0 0 0 0 Marbridge Foundation PO Box 2250 Manchaca TX 78652 PC Charitable 2500 0 0 0 St Jude Children's Hospital 262 Danny Thomas Place Memphis TX 38105 PC Charitable 250 0 Susan G Komen 13770 Noel Road 801889 Dallas TX 75380 PC Charitable 150 0 Transformation House 916 E Blanco 600 Boerne TX 78006 PC Charitable 600 0 Wounded Warrior Project PO Box 758516 Topeka KS 66675 PC Charitable 200 31660 14 63 14 15747 14 1989 17799 17799 false false false false false false false false false false X X 1 Charles and Louise Kennedy 8454 Northview Pass Fair Oaks Ranch TX 78015 47958 X Capital Gain Distributions 2022-12 Purchased 2023-12 6602 0 6602 Russell Opportunistic Purchased 2023-11 1779 1771 8 Russell Emerging Markets Purchased 2023-11 20024 24431 -4407 Russell Opportunistic Purchased 2023-11 39791 45966 -6175 Russell International Devoped Markets Purchased 2023-11 21819 20238 1581 Russell US Strategic Equity Purchased 2023-11 33648 28586 5062 Russell Multi Asset Growth Purchased 2023-11 6966 7648 -682 Supplies 88 Excise Tax 388 388 Foreign Tax 762 762