2024-05-13T14:05:33-05:00 2023-12-31 540505857 McGuireWoods LLP P O Box 397 Richmond VA 232180397 990PF 2023-01-01 541806557 The Kenneth and Bettie Christopher Perry Foundation KENN 8042001027 1500 Westbrook Ct 4108 Richmond VA 232273365 Kenneth M Perry President 8042001027 2024-05-13 1 Kenneth Perry 999009999 1 Bradley A Ridlehoover P01320241 8047751000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 220132 X X 411 411 4029 4029 -2824 53177 0 1616 4440 0 0 0 713 0 713 1499 1499 0 383 66 0 2595 1565 713 0 0 2595 1565 713 -979 2875 9795 4478 4478 98165 96993 111152 93968 98866 104502 201928 200337 220132 0 0 X 201928 200337 0 0 0 0 201928 200337 201928 200337 201928 -979 0 200949 612 200337 Publically Traded Securities-Equities P 29855 31608 -1753 -1753 Publically Traded Securities-ETFs P 21784 22335 -551 -551 Cash in Lieu-Veralto Corp Com P 26 30 -4 -4 Merger-Royal DSM NV Spons ADR P 1512 2028 -516 -516 -2824 40 0 40 0 40 0 0 0 0 0 0 40 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 None The Foundation 8042001027 1500 Westbrook Ct 4108 Richmond VA 232273365 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Kenneth M Perry 1500 Westbrook Ct 4108 Richmond VA 232273365 Pres/Treas/Director 1.00 0 0 0 Bettie Christopher Perry 1500 Westbrook Ct 4108 Richmond VA 232273365 Vice Pres/Director 1.00 0 0 0 Benjamin S Candland P O Box 397 Richmond VA 23218 Secretary 1.00 0 0 0 Christopher M Perry 317 Clovelly Road Richmond VA 23221 Director 1.00 0 0 0 NONE 0 NONE 0 The Foundation makes grants to qualifying public charities and does not carry on any direct charitable activities itself. 0 0 195934 8271 0 204205 0 0 204205 3063 201142 10057 10057 40 40 10017 0 10017 0 10017 713 0 713 10017 0 0 90220 19811 21083 72687 203801 713 0 0 0 713 0 9304 9304 194497 0 0 0 0 0 0 80916 113581 19811 21083 72687 Kenneth M Perry Bettie Christopher Perry X 0 0 14 411 14 4029 18 -2824 0 1616 0 1616 0 0 0 0 0 0 0 0 0 0 Accenture PLC 2760 3158 Adobe Systems Inc Com 1520 2386 Aflac Inc Com 793 2723 AIA Group ADR 1663 1456 Alcon Inc 1803 1953 American Water Works Co Inc Com 1873 1584 Aptiv PLC Com 2405 2064 Asml Holdings NV 1747 2271 Becton Dickinson & Co Com 2242 2194 Bio Rad Laboratories Inc 2130 1292 Bruker Corp 1299 1617 Byd Co Unsp ADR 2287 2321 Calix Inc 1587 1617 Danaher Corp Com 2275 2313 Deere & Co. 2308 2399 Deutsche Boerse AG Unspon ADR 2528 2958 Experian PLC Spon ADR 1674 1956 Flex LTD Com 1539 2772 Haleon PLC Spon ADS 2062 2189 Hexcel Corp 1177 1549 Icon PLC Ord 2087 2548 Infineon Technologies AG Spon ADR 2018 2637 Intuit Inc 1956 2500 Keysight Technologies Inc Com 2636 2705 London Stock Exchange Group Unspn ADR 2206 2878 Microsoft Corp 3151 4136 MSCI Inc 2225 2828 Nextera Energy Inc Com 2129 1944 NXP Semiconductors NV 1403 1837 On Semiconductor Corp Com 1091 1420 Proctor & Gamble Co Com 2432 2491 Roche Holdings ADR 1818 1413 Rockwell Automation Inc Com 1303 1552 SMC Spn ADR 1724 1869 Steris PLC Ord 2265 2199 Taiwan Semiconductor Manufacturing 1894 2080 Tetra Tech Inc 2281 2671 Topbuild Corp Com 1109 2246 Unilever PLC Spon ADR New 2306 2279 Visa Inc 2589 3124 Waste Management Inc 3182 3403 West Pharmaceutical Services Inc 1981 2113 Bentley Sys Inc Com Cl B 1381 1461 Fair Isaac Corp 1716 2328 Johnson & Johnson Com 1530 1567 Laboratory Corp Amer Hldgs Com 1409 1591 Nvidia Corporation Com 2402 2476 Palo Alto Networks Inc Com 1362 2064 Relx PLC Spon Ads 1173 1388 Veralto Corp Com 2562 2632 Consumer Discretionary Sel Sec Spdr Fd AT COST 2154 2325 Consumer Staples Sel Sec Spdr Fd AT COST 1020 936 Goldman Sachs ETF Tr Activebeta US Lg AT COST 4609 5160 Health Care Sel Sec Spdr Fd AT COST 3022 3137 Invesco QQQ Tr Unit Ser 1 AT COST 2231 2867 Ishares Core S&P 500 ETF AT COST 12579 14329 Ishares Trust Core MSCI EAFE ETF AT COST 4574 5276 Ishares Trust Dow Jones US AT COST 2657 2867 JP Morgan Exchg Traded FD NASDAQ EQT AT COST 3409 3745 Materials Select Sector Spdr AT COST 1300 1283 Select Sector Spdr Tr Communication AT COST 1023 1235 Select Sector Spdr Tr Energy AT COST 1674 1844 Select Sector Spdr Tr Technology AT COST 4223 5582 Spdr Ser Tr DJ Reit ETF AT COST 1029 858 Ishares Tr 10-20 Yr Trs ETF AT COST 2670 2382 Spdr Portfolio Aggregate Bond ETF AT COST 9643 9256 Spdr Portfolio S/T Corp Bond ETF AT COST 3120 3127 Vanguard Bd Index Fds Total Bnd Mkt AT COST 8333 8017 Vanguard Intermediate Term Corp Bond ETF AT COST 5479 5446 Vanguard Scottsdale Fds Int Term Treas AT COST 1535 1483 Vanguard Scottsdale Fds S/T Corp Bd Index ETF AT COST 5616 5648 JPMorgan Exchange Traded Fd Equity AT COST 3479 3519 Select Sector Spdr Indl AT COST 971 1140 Spdr Portfolio S&P 500 ETF AT COST 3007 3410 Spdr Portfolio Short Term Treas ETF AT COST 5910 5984 Vanguard Extended Duration Treasury AT COST 3599 3646 McGuireWoods LLP - Legal Fees 713 0 713 Mutual fund timing/cost basis difference 612 Truist-Investment Mgt Fees 1499 1499 0 Net Investment Income Tax 317 0 0 Foreign Tax Withheld from Dividends 66 66 0