2026-08-25T07:52:14-07:00 2025-12-31 832891693 MILLER MCNEISH & BREEDLOVE PLLC 4000 PARK RD CHARLOTTE NC 28209 990PF 2025-01-01 206748048 The Kenyon Family Foundation KENY 8604909873 8919 Park Road Apt 2030 Charlotte NC 28210 Bruce D Kenyon Trustee 2026-08-25 true Nicholas Lea P02356854 7043768415 2025 2025-03-06 01:10:19Z X 435867 X 19910 317 317 317 11553 11381 11553 9543 62643 9543 4589 41323 21241 16459 1350 1350 2576 2576 140 140 4066 4066 0 21254 21254 25320 4066 21254 16003 17175 16459 15375 17314 17314 17583 9059 9429 167244 160178 229476 186278 175071 179648 386480 361622 435867 0 X 386480 361622 386480 361622 386480 361622 386480 16003 402483 40861 361622 Publicly Traded Securities P 32529 32096 433 433 Publicly Traded Securities P 11691 10846 845 845 Publicly Traded Securities P 1296 977 319 319 Publicly Traded Securities P 12173 9181 2992 2992 Capital Gain Dividends 4954 9543 4589 239 239 239 33 500 533 294 294 false false false false false false false true true CT true false false false false true N/A Bruce D Kenyon 8604909873 8919 Park Road Apt 2030 Charlotte NC 28210 false false false false false false false false false false false false false false false false false false false false false false Bruce D Kenyon 8919 Park Road Apt 2030 Charlotte NC 28210 Trustee 2.00 0 Barbara R Kenyon 8919 Park Road Apt 2030 Charlotte NC 28210 Trustee 2.00 0 NONE NONE 387757 26039 0 413796 0 413796 6207 407589 20379 20379 239 239 20140 20140 20140 21254 21254 20140 615 629 498 71 1813 21254 0 20140 1114 2927 0 2927 615 629 498 71 1114 Bruce D Kenyon X 2nd Harvest Food Bank 500-B Spratt Street Charlotte NC 28206 N/A PC Religious and Humanitarian 875 Children of Grace PO Box 2394 Danville CA 94526 N/A PC Religious and Humanitarian 504 Crosby Fund for Haitian Education 19 Binney Rd Old Lyme CT 06371 N/A PC Education Program 500 Global Fund for Children 1411 K Street NW Suite 1200 Washington DC 20005 N/A PC Nonprofit Organization to benefit vulnerable children. 1500 International Rescue Committee 122 EAST 42nd STREET New York NY 10168 N/A PC Religious and Humanitarian 2500 Medshare - Ukranian Relief 3240 Clifton Springs Road Decatur GA 30034 N/A PC Religious and Humanitarian 3000 Planned Parenthood National PO Box 97166 Washington DC 20090 N/A PC General Support 2500 Raices 1305 N Flores St San Antonio TX 78212 N/A PC Religious and Humanitarian 1250 Shelter Box 8374 Market St 203 Lakewood Ranch FL 34202 N/A PC Religious and Humanitarian 1250 Water for the People 7100 E Belleview Ave Suite 310 Greenwood Village CO 80111 N/A PC Religious and Humanitarian 1250 Women for Women Global Support Center PO Box 9224 Centrl Islip NY 11722 N/A PC Religious and Humanitarian 1250 ZOE 700 Waterfield Ridge Place Garner NC 27529 N/A PC Religious and Humanitarian 1250 Crisis Assistance Ministry 500-A Spratt St Charlotte NC 28206 N/A PC Religious and Humanitarian 625 Turning Point of Lehigh Valley 444 E Susquehanna St Allentown PA 18103 N/A PC Religious and Humanitarian 1500 Central Texas Food Bank 6500 Metropolis Dr Austin TX 78744 N/A PC Religious and Humanitarian 1500 21254 14 317 14 11381 172 18 9543 21241 172 21413 4e Line 4, Column (e) consists of $172 in exempt-interest dividends received from a regulated investment company. These amounts are attributable to interest on state and local bonds that is specifically excluded from gross income under Section 103(a) of the Internal Revenue Code. false false false false false false false false false false X X 1 Bruce D Kenyon 8919 Park Rd Apt 2030 Charlotte NC 28210 9910 X 2 Bruce D Kenyon 8919 Park Rd Apt 2030 Charlotte NC 28210 10000 X 1 200 Shares Vanguard Windsor II Investor Fund (VMNFX) 9910 2025-11-17 Accounting Fee 1350 1350 0 0 Fidelity Investment Grade 3,416.619 shs 24587 24975 Fidelity Mortgage Securities 578.797 shs 5566 5800 Fidelity Sai Low Duration Bond Fund 34401 34632 Fidelity Sai Municipal Income FD 846.626 8138 8399 Fidelity Total Bond ETF 885 shs 39780 40745 Ishares Core US Aggregate Bond ETF 651.7 62599 65097 Fidelity U.S. Bond Index (FXNAX) Fidelity Total Bond (FTBFX) Vanguard Windsor II Investor 221.383 shs 8549 10409 Fidelity Advisor Int'l Discovery CL I 2059 2787 Fidelity Intern'tl Small Cap 50.538 shs 1536 1861 Fidelity Emerging Markets 43.209 shs 1492 2155 Fidelity Internatl Index Fund 257.359 sh 11406 15647 Fidelity 500 Index Fund 187.076 shs 26742 44472 Fidelity Large Cap Stock 214.209 shs 8925 13900 Fidelity Intl Cap Appreciation Fund 3807 4592 Fidelity Advisor Focused Emerg Mkts Z 1818 2697 Fidelity Stock Selector Fund 133.273 shs 8068 11969 Fidelity Emerging Markets Index Fund 6326 8622 Fidelity Magellan 157.062 shs 1817 2348 Fidelity Growth Company 429.698 shs 10962 20548 Fidelity Overseas 109.703 shs 6156 7902 Fidelity Value Discovery 185.508 shs 6613 7179 Dimensional Emerging Mkts Val PRTF Instl 3484 4478 Fidelity Enhanced Large Cap Value ETF 851 1137 Fidelity Sml Mid MLTFCT 43 shs 1576 1898 Ishares Core S&P Mid-Cap ETF 190 shs 10136 12540 Ishares S&P Mid-Cap 400 Growth ETF 11 sh 848 1066 Ishares TR S&P Small Cap 600 Growth ETF 2252 2705 Ishares TR EAFE Value ETF 60.230 shs 3042 4301 Ishares TR MSCI EAFE MIN VL 34 shs 2256 2933 Ishares TR MSCI USA Min Vol 64 shs 4647 6026 Ishares TR MSCI USA QLT FCT 83 shs 10230 16485 Ishares TR MSCI USA MMENTM 15.080 shs 2967 3775 Ishares Core MSCI Emergin Markets ETF 566 807 Ishares TR MSCI Intl VLU FT 169 shs 4202 6430 Schwab Fundamental EM L/C 70 shs 1830 2524 Schwab Strategic TR US REIT ETF 166.320 3306 3474 Ishares TR MBS ETF 19 shs 1709 1809 Fidelity Real Estate (FRESX) Fidelity Extended Market Index Ishares S&P Small-Cap 600 Value Common Stocks & Mutual Funds 9059 9429 Adjustment to basis 1759 Management Fees 2576 2576 0 0 Foreign Taxes 140 140