2025-03-21T13:50:37-05:00 2024-12-31 540505857 McGuireWoods LLP P O Box 397 Richmond VA 232180397 990PF 2024-01-01 541806557 The Kenneth and Bettie Christopher Perry Foundation KENN 8042001027 1500 Westbrook Ct 4108 Richmond VA 232273365 Kenneth M Perry President 8042001027 2025-03-21 1 1 Michele McKinnon P01319465 8047751000 2024 2025-03-06 01:10:19Z X 214267 X 15364 47 47 6398 6398 31774 185466 31774 53583 38219 0 0 0 4057 0 4057 2850 2850 0 77 37 0 26 16 0 7010 2903 4057 38400 38400 45410 2903 42457 8173 35316 4478 1933 1933 96993 0 0 98866 193479 212334 200337 195412 214267 0 0 X 200337 195412 0 0 0 0 200337 195412 200337 195412 200337 8173 0 208510 13098 195412 Publicly Traded Securities P 185465 153692 31773 31773 Capital Gains Dividends P 1 1 1 31774 491 0 491 0 491 0 0 0 0 0 0 491 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 1 0 1 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 220696 4900 0 225596 0 0 225596 3384 222212 11111 11111 491 491 10620 0 10620 0 10620 42457 0 42457 10620 0 0 19811 21083 72687 113581 42457 0 0 0 10620 31837 0 0 145418 0 0 0 0 0 0 0 145418 19811 21083 72687 31837 Kenneth M Perry Bettie Christopher Perry X The Valentine 1015 E Clay Street Richmond VA 23219 None PC Unrestricted operational support 1000 First Presbyterian Church 4602 Cary Street Rd Richmond VA 23226 None PC Unrestricted operational support 8000 Virginia Museum of Fine Art 200 N Arthur Ashe Blvd Richmond VA 23220 None PC Unrestricted operational support 6000 Science Museum of VA 2500 W Broad St Richmond VA 23220 None PC Unrestricted operational support 1000 The Henricus Foundation 251 Henricus Park Rd Chester VA 23836 None PC Unrestricted operational support 1000 Virginia Museum of History & Culture 428 N Arthur Ashe Blvd Richmond VA 23220 None PC Unrestricted operational support 1000 Lewis Ginter Botanical Garden 1800 Lakeside Ave Richmond VA 23228 None PC Unrestricted operational support 500 Maymont Foundation 1000 Westover Rd Richmond VA 23220 None PC Unrestricted operational support 500 VCU Massey Comprehensive Cancer Center 401 College St Box 980037 Richmond VA 23298 None PC Unrestricted operational support 500 World Pediatrics PO Box 31778 Richmond VA 23294 None PC Unrestricted operational support 500 George C Marshall Research Foundation 340 VMI Parade Lexington VA 24450 None PC Unrestricted operational support 500 Hillsdale College 33 E College St Hillsdale MI 49242 None PC Unrestricted operational support 400 Boys Town 14100 Crawford St Boys Town NE 68010 None PC Unrestricted operational support 200 The Heritage Foundation 214 Massachusetts Ave NE Washington DC 20002 None PC Unrestricted operational support 200 St Joseph's Indian School 1301 N Main St Chamberlain SD 57325 None PC Unrestricted operational support 200 St Jude's Children's Research Hospital 262 Danny Thomas Pl Memphis TN 38105 None PC Unrestricted operational support 200 Shriners Hospital for Children 2900 N Rocky Point Dr Tampa FL 33607 None PC Unrestricted operational support 200 Young Americans Foundation 11480 Commerce Park Dr 6th Fl Reston VA 20191 None PC Unrestricted operational support 200 AARP Foundation PO Box 93207 Long Beach CA 90809 None PC Unrestricted operational support 100 American Federation of Police 6350 Horizon Drive Titusville FL 32780 None PC Unrestricted operational support 100 Chesapeake Bay Foundation 1108 E Main StSte 1600 Richmond VA 23219 None PC Unrestricted operational support 100 Disabled American Veterans 860 Dolwick Dr Erlanger KY 41018 None PC Unrestricted operational support 100 Good Samaritan Ministries 2307 Hull St Richmond VA 23224 None PC Unrestricted operational support 100 Historic Richmond 4 E Main St Ste 1-C Richmond VA 23219 None PC Unrestricted operational support 100 National Wildlife Federation PO Box 1583 Merrifield VA 22116 None PC Unrestricted operational support 100 US Olympic & Paralympic Foundation 1 Olympic Plaza Colorado Springs CO 80909 None PC Unrestricted operational support 100 VPM 23 Sesame St Richmond VA 23235 None PC Unrestricted operational support 100 Christ in Action 21465 Business Ct Elkwood VA 22718 None PC Unrestricted operational support 5000 Eight Days of Hope PO Box 3208 Tupelo MS 38803 None PC Unrestricted operational support 5000 Samaritan's Purse PO Box 3000 Boone NC 28607 None PC Unrestricted operational support 5000 The Salvation Army 615 Slaters Lane Alexandria VA 22314 None PC Unrestricted operational support 400 38400 0 14 47 14 6398 18 31774 0 38219 0 38219 0 0 0 0 0 0 0 0 0 0 X X 1 Kenneth M Perry 1500 Westbrook Ct 4108 Richmond VA 23227 15364 X 1 35 Shs Microsoft Corp (Cost Basis: $948.60) 15364 2024-10-23 Consumer Discretionary Sel Sec Spdr Fd AT COST 3235 4290 Consumer Staples Sel Sec Spdr Fd AT COST 2007 2087 Goldman Sachs ETF Tr Activebeta US Lg AT COST 3989 5462 Health Care Sel Sec Spdr Fd AT COST 6050 6130 Invesco QQQ Tr Unit Ser 1 AT COST 5469 7192 Ishares Core S&P 500 ETF AT COST 26142 32729 Ishares Trust Core MSCI EAFE ETF AT COST 9411 9844 JP Morgan Exchg Traded FD NASDAQ EQT AT COST 6996 7807 Materials Select Sector Spdr AT COST 1685 1623 Select Sector Spdr Tr Communication AT COST 2228 3027 Select Sector Spdr Tr Energy AT COST 3551 3514 Select Sector Spdr Tr Technology AT COST 8715 11456 Ishares Tr 10-20 Yr Trs ETF AT COST 4956 4521 Spdr Portfolio Aggregate Bond ETF AT COST 17501 17133 Vanguard Bd Index Fds Total Bnd Mkt AT COST 15158 14884 Vanguard Scottsdale Fds Int Term Treas AT COST 2745 2687 Vanguard Scottsdale Fds S/T Corp Bd Index ETF AT COST 3727 3800 Select Sector Spdr Indl AT COST 4212 4792 Spdr Portfolio S&P 500 ETF AT COST 5763 7246 Vanguard Extended Duration Treasury AT COST 6213 5674 Ishares Tr EAFE Value ETF AT COST 4371 4325 Ishares US Financial Services ETF AT COST 7305 9356 Ishares US Technology ETF AT COST 781 799 Vaneck ETF Tr Semiconductr ETF AT COST 3645 4135 Janus Detroit Str Tr Hendrson AAA Cl AT COST 10744 10731 Schwab Strategic Tr 5 10 Yr Corp Bd AT COST 16623 16777 Vanguard Scottsdale Fds Inter-Term Corp Bd ETF AT COST 10257 10313 McGuireWoods LLP - Legal Fees 4057 0 4057 Mutual fund timing/cost basis difference 13098 Investment Fees 16 16 0 Non-Charitable Donation 10 0 0 Rockefeller-Investment Mgt Fees 2850 2850 0 Net Investment Income Tax 40 0 0 Foreign Tax Withheld from Dividends 37 37 0