Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 08-01-2018 , and ending 07-31-2019
Name of foundation
JAMES S KEMPER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)200 E RANDOLPH STREET NO 3200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
A Employer identification number

36-6007812
B Telephone number (see instructions)

(312) 332-3114
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$39,999,169
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 20,806
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 509,754 500,259 509,754
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 448,988
b Gross sales price for all assets on line 6a 9,212,017
7 Capital gain net income (from Part IV, line 2)... 448,988
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 979,548 949,247 509,754
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 216,799 0 0 205,833
14 Other employee salaries and wages...... 89,977 0 0 83,281
15 Pension plans, employee benefits....... 65,932 0 0 59,124
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 69,820 12,483 0 67,122
c Other professional fees (attach schedule).... 63,791 0 0 63,791
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 39,477 0 0 17,418
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 29,076 0 0 26,099
21 Travel, conferences, and meetings....... 203,262 0 0 193,775
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 100,000 0 0 124,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 878,134 12,483 0 841,438
25 Contributions, gifts, grants paid....... 973,524 672,127
26 Total expenses and disbursements. Add lines 24 and 25 1,851,658 12,483 0 1,513,565
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -872,110
b Net investment income (if negative, enter -0-) 936,764
c Adjusted net income (if negative, enter -0-)... 509,754
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,132 15,991 15,991
2 Savings and temporary cash investments......... 457,276 405,603 405,603
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,240    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 75,824 88,958 88,958
10a Investments—U.S. and state government obligations (attach schedule) 499,975 Click to see attachment399,848 399,848
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,121,327 Click to see attachment39,085,127 39,085,127
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,440 Click to see attachment3,642 Click to see attachment3,642
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,176,214 39,999,169 39,999,169
Liabilities 17 Accounts payable and accrued expenses.......... 73,510 90,826
18 Grants payable................. 841,229 1,142,627
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment13,637 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 928,376 1,233,453
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 39,247,838 38,765,716
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 39,247,838 38,765,716
31 Total liabilities and net assets/fund balances (see instructions). 40,176,214 39,999,169
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
39,247,838
2
Enter amount from Part I, line 27a .....................
2
-872,110
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
389,988
4
Add lines 1, 2, and 3 ..........................
4
38,765,716
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
38,765,716
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a VARIOUS INVESTMENTS      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,212,017   8,763,029 448,988
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       448,988
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 448,988
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,393,901 38,948,855 0.035788
2016 1,476,169 36,256,326 0.040715
2015 1,605,884 35,501,166 0.045235
2014 1,648,069 37,542,527 0.043899
2013 1,822,446 36,701,457 0.049656
2
Total of line 1, column (d) .....................
2
0.215293
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.043059
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
38,535,802
5
Multiply line 4 by line 3......................
5
1,659,313
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,368
7
Add lines 5 and 6........................
7
1,668,681
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,513,565
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 18,735
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,735
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,735
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 15,900
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 59
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,106
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,106 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL, CA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JSKEMPER.ORG
    14
    The books are in care ofbulletJERRY FULLER PRESIDENT Telephone no.bullet (312) 332-3114

    Located atbullet200 E RANDOLPH STCHICAGOIL ZIP+4bullet60681
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOSEPH LACHER CHAIRMAN
    5.00
    0 0 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    JIM MCKINNEY TRUSTEE
    5.00
    0 0 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    CHRIS MULLINS TRUSTEE
    5.00
    0 0 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    C THOMAS EVANS JR TRUSTEE
    5.00
    0 0 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    JOHN M BOSCHELLI TRUSTEE
    5.00
    0 0 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    CHARLES BROOKS TRUSTEE
    5.00
    0 0 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    JERRY FULLER PRESIDENT
    50.00
    205,833 12,300 0
    200 E RANDOLPH ST
    CHICAGO,IL60681
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    JENN MERRIMAN PROGRAM ASSOCIATE
    40.00
    81,292 2,419 0
    200 E RANDOPH ST
    CHICAGO,IL60681
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 KEMPER SCHOLARS PROGRAM - THE KEMPER SCHOLARS PROGRAM PROVIDES SCHOLARSHIPS, INTERNSHIPS, AND CAREER COACHING TO HIGH-POTENTIAL UNDERGRADUATE STUDENTS ENABLING THEM TO DEVELOP THE PRACTICAL AND PROFESSIONAL SKILLS THEY NEED TO SUCCESSFULLY LAUNCH A CAREER IN BUSINESS. THE FOUNDATION HAS DEVELOPED SPECIALIZED SKILLS, EXPERTISE AND INVOLVEMENT IN BUSINESS WORKFORCE PREPARATION, CAREER IDENTIFICATION AND DEVELOPMENT, BUSINESS ETHICS, AND PROFESSIONAL LEADERSHIP. THE FOUNDATION MAINTAINS SALARIED STAFF OF PERSONNEL WHO SUPERVISE AND CONDUCT PROGRAMS WHICH SUPPORT AND ADVANCE THE FOUNDATION'S WORK IN BUSINESS ADMINISTRATION AND MANAGEMENT, AND AS A PART OF THE SCHOLARS PROGRAM THE FOUNDATION PROVIDES FUNDING TO ENCOURAGE AND FURTHER THE DEVELOPMENT OF THOSE SKILLS SET FORTH IN THE PROGRAMS AND ACTIVITIES CARRIED ON BY THE FOUNDATION. 1,353,163
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    38,842,846
    b
    Average of monthly cash balances.......................
    1b
    279,796
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,122,642
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    39,122,642
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    586,840
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,535,802
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,926,790
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,513,565
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,513,565
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,513,565
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    2014-04-24
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    509,754 434,840 417,347 459,749 1,821,690
    b 85% of line 2a ......... 433,291 369,614 354,745 390,787 1,548,437
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    1,513,565 1,393,901 1,476,169 1,605,884 5,989,519
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    160,402 128,151 197,160 239,377 725,090
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    1,353,163 1,265,750 1,279,009 1,366,507 5,264,429
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    1,284,527 1,298,295 1,208,544 1,183,372 4,974,738
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JENN MERRIMAN PROGRAM MANAGER
    PO BOX 81230
    CHICAGO,IL60681
    (312) 332-3114
    JMERRIMAN@JSKEMPER.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ONCE AN INDIVIDUAL HAS CONFIRMED ELIGIBILITY AND REVIEWED APPLICATION REQUIREMENTS, PROSPECTIVE KEMPER SCHOLARS BEGIN THE PROCESS BY SUBMITTING A COMPLETED ONLINE APPLICATION, AVAILABLE AT WWW.JSKEMPER.ORG/APPLICATION-PROCESS. THE APPLICATION PROCESS IS THEN ADMINISTERED BY THE PROGRAM'S PARTNER INSTITUTIONS.
    cAny submission deadlines:
    SUBMIT BY THE WEDNESDAY AFTER MLK DAY OF THE STUDENTS SPRING TERM, FIRST YEAR OF COLLEGE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PROSPECTIVE KEMPER SCHOLARS MUST DEMONSTRATE THE FOLLOWING: 1) MUST BE INTERESTED IN PURSUING A BUSINESS CAREER BY DECLARING OR EXPRESSING INTENT TO DECLARE A MAJOR OR MINOR IN A BUSINESS-RELATED FIELD, 2) BE ENROLLED AT A KEMPER SCHOLARS PROGRAM PARTNER INSTITUTION, 3) MAINTAIN A CUMULATIVE GPA OF AT LEAST 3.0, 4) U.S. CITIZEN OR A PERMANENT RESIDENT VISA (FULL WORK AUTHORIZATION), 5) WILLING TO CONSIDER A CAREER IN THE INSURANCE INDUSTRY, 6) ON TRACK TO GRADUATE IN NO LESS THAN FOUR YEARS AND HAVE COMPLETED LESS THAN 20% OF THE COURSEWORK REQUIRED FOR THEIR MAJOR, 7) BE 18 YEARS OLD BY MAY 15 OF THEIR FIRST YEAR OF COLLEGE, 8) SECURE SUPPORT OF PARENTS OR GUARDIANS TO PARTICIPATE IN THE PROGRAM.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AGNES SCOTT COLLEGE
    141 E COLLEGE AVE
    DECATUR,GA30030
      PC KEMPER SCHOLARS - SCHOLARSHIPS 5,000
    M HASSAN (AGNES SCOTT COLLEGE)
    141 E COLLEGE AVE
    DECATUR,GA30030
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    AMERICAN CANCER SOCIETY
    225 N MICHIGAN AVE
    CHICAGO,IL60601
      PC BOARD MEMBER REQUESTED GRANT 35,000
    AUGSBURG COLLEGE
    2211 RIVERSIDE AVENUE SOUTH
    MINNEAPOLIS,MN55454
      PC KEMPER SCHOLARS - SCHOLARSHIPS 10,000
    W GILLER (AUGSBURG COLLEGE)
    2211 RIVERSIDE AVENUE SOUTH
    MINNEAPOLIS,MN55454
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    CHICAGO ARCHITECTURAL FOUNDATION
    111 E WACKER DR
    CHICAGO,IL60601
      PC INTERNSHIP HOST SITE AWARD 1,000
    CHICAGO HISTORY MUSEUM
    1601 N CLARK ST
    CHICAGO,IL60614
      PC INTERNSHIP HOST SITE AWARD 1,000
    JDRF
    1 N LASALLE STREET
    CHICAGO,IL60602
      PC SPONSORSHIP AND INTERNSHIP HOST SITE AWARD 26,000
    JOFFREY BALLET
    10 E RANDOLPH ST
    CHICAGO,IL60601
      PC INTERNSHIP HOST SITE AWARD 1,000
    LAKE FOREST COLLEGE
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
      PC KEMPER SCHOLAR - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 48,000
    J GRIMES (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    A VIKHTER (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    H HABBAL (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    R MCKEON (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    J PATEL (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    LASALLE UNIVERSITY
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 18,000
    N REGESTER (LASALLE UNIVERSITY)
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    J DOHERTY (LASALLE UNIVERSITY)
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    MAKE A WISH FOUNDATION
    640 N LASALLE DRIVE SUITE 280
    CHICAGO,IL60654
      PC BOARD RECOMMENDED GRANT 10,000
    METROPOLITAN PLANNING COUNCIL
    140 SOUTH DEARBORN ST SUITE 1400
    CHICAGO,IL60603
      PC INTERNSHIP HOST SITE AWARD 1,000
    SHEDD AQUARIUM
    1200 S LAKE SHORE DR CHICAGO IL
    60605
    CHICAGO,IL60605
      PC INTERNSHIP HOST SITE AWARD 1,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 181
    DALLAS,TX75275
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 68,000
    A PORTER (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    A SNEED (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    N GUSHARD (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    L ZALKOUT (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    A LIU (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    Z SCORNAVACCO (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    C D'OLIVE (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 24,008
    M HENDERSON (SOUTHWESTERN UNIVERSITY)
    PO BOX 770
    GEORGETOWN,TX78627
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARDS 1,000
    J HUGHES (SOUTHWESTERN UNIVERSITY)
    PO BOX 770
    GEORGETOWN,TX78627
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    TAPROOT FOUNDATION
    100 S STATE ST
    CHICAGO,IL60603
      PC INTERNSHIP HOST SITE AWARD 1,000
    THE ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
      PC INTERNSHIP HOST SITE AWARD 1,000
    TRIPLE NEGATIVE BREAST CANCER
    PO BOX 204
    NORWOOD,NJ07648
      PC BOARD RECOMMENDED GRANT 10,000
    UNIVERSITY OF CHICAGO
    1212 E 59TH STREET
    CHICAGO,IL60637
      PC KEMPER SCHOLARS - SCHOLARSHIPS 8,000
    J ZHUO (UNIVERSITY OF CHICAGO)
    1212 E 59TH STREET
    CHICAGO,IL60637
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    NOTRE DAME,IN46556
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 17,400
    E DELL (UNIVERSITY OF NOTRE DAME)
    1100 GRACE HALL
    NOTRE DAME,IN46556
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    O MAGDALENO (UNIVERSITY OF NOTRE DAME)
    1100 GRACE HALL
    NOTRE DAME,IN46556
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    URSINUS COLLEGE
    601 E MAIN ST PO BOX 100
    COLLEGEVILLE,PA19426
      PC KEMPER SCHOLARS - SCHOLARSHIPS 5,000
    S SCHAEFER (URSINUS COLLEGE)
    601 E MAIN ST PO BOX 100
    COLLEGEVILLE,PA19426
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARDS 1,000
    VALPARAISO UNIVERSITY
    KRETZMANN HALL
    VALPARAISO,IN46383
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 46,966
    C EHR (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    D SUKOWICZ (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    A VIRNELSON (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    M YOUNG (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    C VINCENT (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    J KILCULLEN (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    WAKE FOREST UNIVERSITY
    PO BOX 7226
    WINSTONSALEM,NC27109
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 38,556
    M BRIGGS (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    T HODGES (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    J HANNAH (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    H YOUNG IV (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    D MAIER JR (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    K BORLASE (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    A NICKL (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    WASHINGTON AND LEE UNIVERSITY
    HUNTLEY HALL 213
    LEXINGTON,KY24450
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 23,500
    J AHN (WASHINGTON & LEE UNIVERSITY)
    HUNTLEY HALL 213
    LEXINGTON,KY24450
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    J ANKER (WASHINGTON & LEE UNIVERSITY)
    HUNTLEY HALL 213
    LEXINGTON,KY24450
    NO RELATION N/A KEMPER SCHOLARS - SENIOR LAUNCH AWARD 1,000
    A ZEROMSKI (WASHINGTON AND LEE UNIVERSITY)
    HUNTLEY HALL 213
    LEXINGTON,KY24450
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    WASHINGTON UNIVERSITY IN ST LOUIS
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
      PC KEMPER SCHOLARS - SCHOLARSHIPS AND PARTNER COLLEGE AWARD 32,120
    T CHIANG (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    M DE FIGUERIREDO (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,327
    C MOSS (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 8,326
    G MARCKETTA (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    E MCCLERKLIN (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 5,000
    WFMT
    5400 N ST LOUIS AVENUE
    CHICAGO,IL60625
      PC INTERNSHIP HOST SITE AWARD 1,000
    WORLDCHICAGO
    309 W WASHINGTON ST
    CHICAGO,IL60606
      PC INTERNSHIP HOST SITE AWARD 1,000
    WTTW
    5400 N ST LOUIS AVENUE
    CHICAGO,IL60625
      PC INTERNSHIP HOST SITE AWARD 1,000
    BOSTON MEDICAL CENTER
    111 HUNTINGTON AVENUE BOYSTON ST
    BOSTON,MA02199
      PC GRANT FUNDING 10,000
    CHICAGO CHILDREN'S ADVOCACY CENTER
    1240 S DAMEN AVE
    CHICAGO,IL60608
      PC SPONSORSHIP/DONATION FOR AWARD DINNER 10,000
    CAROLINA BIG HEARTS BIG BARKS RESCUE
    103 KARLSTAD LN
    MOORESVILLE,NC28115
      PC GRANT IN MEMORY OF PARENTS OF KEMPER SCHOLAR 5,000
    THE FIELD MUSEUM
    1400 S LAKE SHORE DR
    CHICAGO,IL60605
      PC INTERNSHIP HOST SITE AWARD 1,000
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208
      PC INTERNSHIP HOST SITE AWARD 1,000
    Total .................................bullet 3a 672,127
    bApproved for future payment
    LAKE FOREST COLLEGE
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
      PC KEMPER SCHOLARS - SCHOLARSHIPS 105,000
    H HABAL (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    R MCKEON (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    J PATEL (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    A BROWN (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    K HA (LAKE FOREST COLLEGE)
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    LASALLE UNIVERSITY
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141
      PC KEMPER SCHOLARS - SCHOLARSHIPS 9,000
    J DOHERTY (LASALLE UNIVERSITY)
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPENDS AND INTERN HOUSING 5,625
    J LAI (LASALLE UNIVERSITY)
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPENDS 10,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 181
    DALLAS,TX75275
      PC KEMPER SCHOLARS - SCHOLARSHIPS 65,856
    A PORTER (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    A SNEED (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    N GUSHARD (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    L ZALKOUT (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    A LIU (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    A SNEED (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    C D'OLIVE (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    Z WALLIS (SOUTHERN METHODIST UNIVERSITY)
    PO BOX 181
    DALLAS,TX75275
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627
      PC KEMPER SCHOLARS - SCHOLARSHIPS 85,484
    J HUGHES (SOUTHWESTERN UNIVERSITY)
    PO BOX 770
    GEORGETOWN,TX78627
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    C DIXON (SOUTHWESTERN UNIVERSITY)
    PO BOX 770
    GEORGETOWN,TX78627
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    M MINTLINE-WISNIEWSKI (SOUTHWESTERN UNIVERSITY)
    PO BOX 770
    GEORGETOWN,TX78627
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    UNIVERSITY OF CHICAGO
    1212 E 59TH STREET
    CHICAGO,IL60637
      PC KEMPER SCHOLARS - SCHOLARSHIPS 3,500
    J ZHUO (UNIVERSITY OF CHICAGO)
    1212 E 59TH STREET
    CHICAGO,IL60637
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    NOTRE DAME,IN46556
      PC KEMPER SCHOLARS - SCHOLARSHIPS 87,450
    E DELL (UNIVERSITY OF NOTRE DAME)
    1100 GRACE HALL
    NOTRE DAME,IN46556
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    O MAGDALENO (UNIVERSITY OF NOTRE DAME)
    1100 GRACE HALL
    NOTRE DAME,IN46556
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    C KRUEGER (UNIVERSITY OF NOTRE DAME)
    1100 GRACE HALL
    NOTRE DAME,IN46556
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    E ARNDT (UNIVERSITY OF NOTRE DAME)
    1100 GRACE HALL
    NOTRE DAME,IN46556
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    VALPARAISO UNIVERSITY
    KRETZMANN HALL
    VALPARAISO,IN46383
      PC KEMPER SCHOLARS - SCHOLARSHIPS 95,253
    A VIRNELSON (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    M YOUNG (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    C VINCENT (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    J KILCULLEN (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    Z LUCAS (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    M MESPLAY (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    D ANASTOPOLOUS (VALPARAISO UNIVERSITY)
    KRETZMANN HALL
    VALPARAISO,IN46383
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    WAKE FOREST UNIVERSITY
    PO BOX 7226
    WINSTONSALEM,NC27109
      PC KEMPER SCHOLARS - SCHOLARSHIPS 47,160
    J HANNAH (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    H YOUNG IV (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    D MAIER JR (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    K BORLASE (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    A NICKL (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    A LEMONS (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    N BIGGS (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    S SWEITZER (WAKE FOREST UNIVERSITY)
    PO BOX 7226
    WINSTONSALEM,NC27109
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    A ZEROMSKI (WASHINGTON AND LEE UNIVERSITY)
    HUNTLEY HALL 213
    LEXINGTON,KY24450
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
      PC KEMPER SCHOLARS - SCHOLARSHIPS 51,292
    T CHIANG (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    M DE FIGUERIREDO (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    C MOSS (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 2,000
    G MARCKETTA (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    E MCCLERKLIN (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND AND INTERN HOUSING 5,625
    G KAPLAN (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    W TREAT (WASHINGTON UNIVERSITY IN ST LOUIS)
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NO RELATION N/A KEMPER SCHOLARS - SUMMER STIPEND 10,000
    Total .................................bullet 3b 827,995
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities.... 531390 9,495 14 500,259  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 448,988  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 9,495 949,247 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    958,742
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    JAMES S KEMPER FOUNDATION
     
    Employer identification number

    36-6007812
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    JAMES S KEMPER FOUNDATION
     
    Employer identification number
    36-6007812
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    KEMPER CORPORATION
     
    200 EAST RANDOLPH STREET SUITE 3300
     
    CHICAGO, IL60601

    $ 20,806


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    JAMES S KEMPER FOUNDATION
     
    Employer identification number

    36-6007812
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    CONTRIBUTION OF SERVICES RENDERED/EXPENSES INCURRED $ 20,806 2019-07-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    JAMES S KEMPER FOUNDATION
     
    Employer identification number

    36-6007812
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND LEGAL FEES 69,820 12,483 0 67,122

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    US Government Securities - End of Year Book Value:

    399,848
    US Government Securities - End of Year Fair Market Value:

    399,848
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES CORE US AGGREG BOND FMV 3,817,590 3,817,590
    ISHARES TR CORE MSCI TOTAL INT ST FMV 6,677,660 6,677,660
    SCHWAB STR US BROAD MARKET ETF FMV 9,873,900 9,873,900
    NORTHERN TRUST PRIVATE EQUITY FUND (QP) II, LP FMV 469,497 469,497
    NORTHERN TRUST PRIVATE EQUITY FUND (QP) IV, LP FMV 1,819,108 1,819,108
    NORTHERN TRUST PRIVATE EQUITY FUND (QP) VII, LP FMV 771,344 771,344
    MIDOCEAN TACTICAL CREDIT FUND FMV 126,367 126,367
    ALEUTIAN FUND FMV 1,091,528 1,091,528
    HBK MULTI-STRATEGY FUND FMV 1,738,683 1,738,683
    HIGHBRIDGE CAPITAL CORP FUND FMV 1,744,356 1,744,356
    MIDOCEAN CREDIT OPP OFFSHORE FUND FMV 1,091,051 1,091,051
    MKP OPPORTUNITY OFFSHORE FUND FMV 1,126,305 1,126,305
    TWO SIGMA ABSOLUTE RETURN FUND FMV 1,853,247 1,853,247
    MAVERICK CAPITAL LTD FMV 1,066,673 1,066,673
    ARROWGRASS INTERNATIONAL FD LTD FMV 1,062,011 1,062,011
    FISHERS INVESTMENTS FMV 1,436,899 1,436,899
    MAN NUMERIC EMERGING MARKETS FMV 1,441,172 1,441,172
    AB AYRA PARTNERS CAYMAN FUND FMV 1,042,581 1,042,581
    MUDRICK DISTRESSED OPPORTUNITY DRAWDOWN FUND II, LP FMV 835,155 835,155

    TY 2018 OtherAssetsSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT 4,440 3,642 3,642


    TY 2018 OtherExpensesSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD MEETINGS 397 0 0 397
    BOOKS AND PERIODICALS 994 0 0 1,027
    DUES AND SUBSCRIPTIONS 12,551 0 0 13,786
    INSURANCE 46,386 0 0 77,445
    OFFICE SUPPLIES 4,377 0 0 4,791
    POSTAGE AND DELIVERY 564 0 0 555
    PROFESSIONAL DEVELOPMENT 3,669 0 0 3,500
    TELECOMMUNICATIONS 31,062 0 0 23,494


    TY 2018 OtherIncreasesSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 389,988


    TY 2018 OtherLiabilitiesSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED RENT OBLIGATION 1,710 0
    DEFERRED EXCISE TAXES PAYABLE 11,927 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER CONSULTING FEES 63,791 0 0 63,791


    TY 2018 TaxesSchedule
    Name:
    JAMES S KEMPER FOUNDATION
    EIN:
    36-6007812
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 22,059 0 0 0
    PAYROLL TAXES 17,418 0 0 17,418