Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JACKSON KEMPER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6 BRUCE CIRCLE NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HAWTHORN WOODS, IL60047
A Employer identification number

36-4152920
B Telephone number (see instructions)

(224) 406-4861
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$60,317,600J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,698,445 1,698,445  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 488,131
b Gross sales price for all assets on line 6a 23,622,056
7 Capital gain net income (from Part IV, line 2)... 488,131
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
66,814 66,814  
12 Total. Add lines 1 through 11........ 2,253,390 2,253,390  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,875 14,437   14,438
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
260,781 260,781   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,857 36,857   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,974 0   1,974
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 328,487 312,075   16,412
25 Contributions, gifts, grants paid....... 15,008,802 15,008,802
26 Total expenses and disbursements. Add lines 24 and 25 15,337,289 312,075   15,025,214
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,083,899
b Net investment income (if negative, enter -0-) 1,941,315
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 2,192,087 2,213,280 2,213,280
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 955 Click to see attachment
List of Attached Documents:
// Content
149,092 		149,055
b Investments—corporate stock (attach schedule)....... 66,197,060 Click to see attachment
List of Attached Documents:
// Content
57,955,228 		57,955,265
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,390,102 60,317,600 60,317,600
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 68,390,102 60,317,600
29 Total net assets or fund balances (see instructions)..... 68,390,102 60,317,600
30 Total liabilities and net assets/fund balances (see instructions). 68,390,102 60,317,600
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
68,390,102
2
Enter amount from Part I, line 27a .....................
2
-13,083,899
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,011,397
4
Add lines 1, 2, and 3 ..........................
4
60,317,600
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
60,317,600
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY HELD SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 23,417,766   23,133,925 283,841
b 204,290     204,290
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       283,841
b       204,290
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 2 488,131
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  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 26,984
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 26,984
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 26,984
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 61,250
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,250
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 34,266
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow34,266 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowJACKSON KEMPER JR Telephone no.right arrow (224) 406-4861

Located atright arrow6 BRUCE CIRCLE NORTHHAWTHORN WOODSIL ZIP+4right arrow60047
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
JACKSON KEMPER JR PRESIDENT
1.00 		0 0 0
6 BRUCE CIRCLE N
HAWTHORN WOODS,IL60047
SHARON J KEMPER SECRETARY/TREASURER
1.00 		0 0 0
6 BRUCE CIRCLE N
HAWTHORN WOODS,IL60047
MARK COSTA DIRECTOR
1.00 		0 0 0
6 BRUCE CIRCLE N
HAWTHORN WOODS,IL60047
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
53,658,924
b
Average of monthly cash balances.......................
1b
1,757,548
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
55,416,472
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
55,416,472
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
831,247
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
54,585,225
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,729,261
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,729,261
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,984
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,984
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,702,277
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,702,277
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,702,277
Part XI
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
15,025,214
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
15,025,214
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,702,277
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 951,828
b From 2019...... 1,752,135
c From 2020...... 4,773,269
d From 2021...... 5,918,587
e From 2022...... 7,180,291
f Total of lines 3a through e ........ 20,576,110
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,025,214
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,702,277
e Remaining amount distributed out of corpus 12,322,937
5 Excess distributions carryover applied to 2023. 0 0
(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 32,899,047
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		951,828
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		31,947,219
10 Analysis of line 9:
a Excess from 2019.... 1,752,135
b Excess from 2020.... 4,773,269
c Excess from 2021.... 5,918,587
d Excess from 2022.... 7,180,291
e Excess from 2023.... 12,322,937
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
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) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
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).)
JACKSON KEMPER JR
SHARON J KEMPER
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALLENDALE ASSOCIATION

PO BOX 1088
LAKE VILLA,IL60046 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 250,000

AMERICAN HIMALAYAN FOUNDATION

909 MONTGOMERY ST STE 400
SAN FRANCISCO,CA94133 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 200,000

AMIGOS DE HONDURAS

PO BOX 98293
SEATTLE,WA981980293 		N/A PC GRANT TO SUPPORT PROYECTO ALDEA GLOBAL 3,063,298

ASSOCIATION FOR A MORE JUST SOCIETY

PO BOX 888631
GRAND RAPIDS,MI49588 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 250,000

BUILD A DREAM

5848 HEATHERWOOD LANE
ROCKFORD,IL61109 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 42,955

CAMBODIA CHILDREN'S FUND

2461 SANTA MONICA BLVD PMB 833
SANTA MONICA,CA90404 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 500,000

CHARITYWATER

40 WORTH STREET STE 300
NEW YORK,NY10013 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 921,337

CHILDREN OF THE AMERICAS COTA

838 EAST HIGH STREET 282
LEXINGTON,KY40502 		N/A PC GRANT TO SUPPORT STROLLER PROJECT 10,000

CHILDREN OF THE NATIONS

PO BOX 3970
SILVERDALE,WA98383 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 310,371

CITTA

67 HUDSON ST BOX TH1
NEW YORK,NY10013 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 100,000

CLINICIA SAN LUCAS GRACIA

921 N KINGWOOD COURT
HOLLAND,MI49424 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 100,000

CURING KIDS CANCER

PO BOX 862123 SUITE B-250
MARIETTA,GA30062 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 10,000

D M STEARNS MISSIONARY FUND

PO BOX 1578
NORTH WALES,PA19454 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 25,000

DOCTORS WITHOUT BORDERSMSF

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY100061705 		N/A PC GRANT TO SUPPORT CARING FOR THE NEXT GENERATION CAMPAIGN 3,000,000

EL AYUDANTE MISSIONS USA

PO BOX 154
RODEO,CA94572 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 100,000

EL PORVENIR

80 GARDEN CENTER STE 135
BROOMFIELD,CO80020 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 301,690

EMERGENCY USA

31 W 34TH ST SUITE 8138
NEW YORK,NY10003 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 261,872

END FUND

41 E 11ST ST 11TH FLOOR
NEW YORK,NY100034602 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 200,000

EVIDENCE ACTION

PO BOX 65480
WASHINGTON,DC200355480 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 200,000

FISTULA FOUNDATION

1922 THE ALAMEDA STE 302
SAN JOSE,CA95126 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 1,000,000

GREEN EMPOWERMENT

140 SW YAMHILL ST
ST PORTLAND,OR972043007 		N/A PC GRANT TO SUPPORT WATER SANITATION PROJECTS IN LATIN AMERICA 200,000

HAITI EDUCATION FOUNDATION

PO BOX 10775
EL DORADO,AR717300028 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 210,000

HAITI HEALTHCARE PARTNERS

4807 LAKEVIEW CANYON BLVD 640
WESTLAKE VILLAGE,CA91861 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 100,000

HELLENIC MISSIONARY UNIONS

PO BOX 726
WHEATON,IL60189 		N/A PC GRANT TO SUPPORT EAGLES WINGS 92,844

HOPE ETHIOPIA

PO BOX 1303
MENLO PARK,CA94206 		N/A PC GRANT TO SUPPORT ABRAHAM'S OASIS 500,000

HOPE FOR HAITI'S CHILDREN

12020 SOUTHWICK LN
CINCINNATI,OH452411714 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 250,000

KICKSTART INTERNATIONAL

1385 MISSION ST STE 300
SAN FRANCISCO,CA94103 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 200,000

KIDS ALIVE INTERNATIONAL

2507 CUMBERLAND DR
VALPARAISO,IN46383 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 275,212

LIGA INTERNATIONAL

19671 LUCAYA COURT
APPLE VALLEY,CA92308 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 100,000

LIVING GOODS

1423 BROADWAY
OAKLAND,CA946122054 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 250,000

MAYWOOD FINE ARTS

25 NORTH FIFTH AVENUE
MAYWOOD,IL60153 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 10,000

MOUNT GULIAN SOCIETY

145 STERLING STREET
BEACON,NY12508 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 5,000

MY AGRO

344 THOMAS L BERKLEY WAY STE 310
OAKLAND,CA94612 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 250,000

NASHOTAH HOUSE

2777 MISSION ROAD
NASHOTAH,WI53058 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 10,000

NEW YORK CINCINNATI CHARITABLE TRUST

150 E 93RD ST 8
NEW YORK,NY10128 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 7,000

ONE ACRE FUND

80 BROAD ST 2500
NEW YORK,NY10004 		N/A PC GRANT TO SUPPORT MALAWI CAPITAL PROJECT 500,000

PREDISAN - USA INC

2555 NORTHWINDS PARKWAY
ALPHARETTA,GA30009 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 355,223

PROJECT MERCY

7011 ARDMORE AVE
FORT WAYNE,IN46809 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 500,000

SIWOK FOUNDATION

8285 MCKITRICK RD
PLAIN CITY,OH430649097 		N/A PC GRANT TO SUPPORT DRILLING PROJECT 282,000

SOCIETY OF THE CINCINNATI

2118 MASSACHUSETTS AVE NW
WASHINGTON,DC20008 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 5,000

SOUTH KENT SCHOOL

40 BULLS BRIDGE ROAD
SOUTH KENT,CT06785 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 10,000

WELLS 4 WELLNESS

2315 E 46TH PLACE
DAVENPORT,IA52807 		N/A PC GRANT TO SUPPORT GENERAL OPERATIONS 50,000
Total .................................right arrow 3a 15,008,802
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 1,698,445  
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 .....     14 66,814  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 488,131  
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) .. 0 2,253,390 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,253,390
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 28,875 14,437   14,438

TY 2023 InvestmentsCorpStockSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 60,056 60,782
A O SMITH CORP 51,605 83,841
ABB LTD 184,914 238,165
ABBOTT LABORATORIES 113,942 146,393
ABBVIE INC COM 140,675 249,967
ADOBE INC 36,128 76,365
AIR PROD & CHEM INC 148,108 206,445
ALLIANCE BERNSTEIN INCOME ADV 208,616 178,878
ALPHABET INC CL A 108,205 354,813
AMAZON COM INC 248,159 346,119
AMER BEACON AHL MNGD FUT STR Y 4,169,916 3,975,078
AMERICAN ELEC PWR CO INC 93,939 84,225
AMERICAN EXPRESS CO 111,816 170,667
AMERICAN GLOBAL BALANCED F2 1,210,925 1,407,935
AMERICAN INC FD OF AMERICA F2 1,896,426 1,919,512
AMERICAN NEW WORLD F2 56,102 67,992
AMGEN INC 256,346 342,744
ANALOG DEVICES INC 130,315 302,605
ANGEL OAK MULTI STRAT INC I 777,247 608,631
APPLE INC 144,998 701,194
ARCHER DANIELS MIDLAND 135,895 118,080
ARTISAN SUSTAIN EMRG MKTS INV 153,488 191,545
ASTRAZENECA PLC ADR 77,051 135,441
ATMOS ENERGY CP 53,328 69,540
AUTOMATIC DATA PROCESSING INC 154,109 272,342
BANK OF AMERICA CORP 20,377 27,879
BAXTER INTL INC 23,865 20,335
BECTON DICKINSON & CO 81,331 78,513
BERKSHIRE HATHAWAY A(HLDG CO) 944,605 4,341,000
BERKSHIRE HATHAWAY CL-B NEW 289,850 495,401
BHP GROUP LIMITED ADR 26,756 31,491
BIOGEN INC COM 55,087 62,105
BLACKROCK EN GLBL DIV TR 407,332 371,375
BLACKROCK EN INT DIV TR 95,325 95,682
BLACKSTONE LONG-SHORT CREDIT B 99,767 76,669
BROADCOM INC 58,114 113,858
BUNGE GLOBAL SA 131,473 168,990
CENCORA INC 58,997 156,910
CHEVRON CORP 139,866 192,566
CHIRON CAPITAL ALLOC INST 251,439 256,480
CHUBB LTD 187,482 306,456
CINCINNATI FINANCIAL OHIO 47,658 65,904
CISCO SYS INC 304,580 369,503
CLEARBRIDGE ENERGY MIDSTREAM 345,776 139,680
COCA COLA CO 229,642 277,737
COLGATE PALMOLIVE CO 146,024 162,449
CONAGRA BRANDS INC 40,454 36,542
CONSTELLATION ENERGY CORP 17,967 56,809
CORNING INC 155,827 168,023
CROWN CASTLE INC 194,759 204,577
CULLEN FROST BANKERS INC 105,826 123,679
CVS HEALTH CORP COM 206,258 266,332
DANAHER CORPORATION 38,310 116,827
DEERE & CO 138,523 129,558
EATON CORP PLC SHS 154,431 397,594
ECOLAB INC 61,349 77,357
ELI LILLY & CO 120,143 241,329
EMERSON ELECTRIC CO 122,853 198,553
EVERSOURCE ENERGY COM 94,196 98,135
EXTRA SPACE STORAGE INC 69,410 100,687
EXXON MOBIL CORP 100,232 92,082
FIRST TRUST ENERGY INFRASTRU 88,061 98,760
FIRST TRUST LOW DURATION OPP 34,930 34,694
FIRST TRUST SMID CAP RIS DIV 278,577 299,780
FS MULTI STRATEGY ALTERN I 304,225 301,042
FT NORTH AMERICAN ENERGY INFRA 238,629 258,182
FULLER&THALER BHV SMCP EQ INST 241,742 366,232
GAMCO GLOBAL GOLD NAT RES 368,057 388,423
GENERAC HLDGS INC COM 42,007 31,535
GLOBAL X NASD 1OO COV CALL 513,892 551,065
HARTFORD WORLD BOND I 995,094 951,871
HF SINCLAIR CORPORATION 78,436 82,132
HOME DEPOT INC 181,589 309,469
HONEYWELL INTL INC 69,680 103,387
INTEL CORP 267,581 338,183
INTL BUSINESS MACHINES CORP 42,688 57,570
INVESCO CHINA TECHNOLOGY ETF 37,334 30,162
INVESCO QQQ TRUST, SERIES 1 61,045 77,399
INVESCO S&P 500 HIGH DIV LOW V 231,114 247,547
INVESCO S&P 500 PURE VALUE ETF 79,102 121,807
IQVIA HOLDINGS INC 72,459 135,820
IRON MOUNTAIN INC 76,789 169,352
ISHARES ASIA 50 ETF 304,302 303,531
ISHARES INC MSCI JAPAN ETF 55,864 65,936
ISHARES MSCI EAFE GRWTH ETF 154,477 205,031
ISHARES MSCI INDIA ETF 24,510 35,436
ISHARES MSCI PAC EX-JPN ETF 97,431 95,806
ISHARES MSCI SOUTH KOREA ETF 35,721 33,289
ISHARES U.S. HEALTHCARE ETF 123,242 124,514
JANUS HENDERSON DEV WORLD BD I 422,565 349,117
JANUS HENDERSON GLB EQ INC I 3,175,728 2,741,662
JOHNSON & JOHNSON 404,586 481,819
JPMORGAN CHASE & CO 269,805 529,351
JPMORGAN CHASE BK COLUMBUS OH CD 86,965 86,861
KENVUE INC 52,083 69,499
KINDER MORGAN INCORP 214,599 231,419
KOPERNIK GLB ALL CAP INSTL 1,682,847 2,015,165
KOPERNIK INTL I 935,743 1,024,320
L3HARRIS TECHNOLOGIES INC 53,374 60,659
LINDE PLC 52,633 132,249
LOCKHEED MARTIN CORP 219,295 313,642
LOCORR MACRO STRATEGIES I 151,140 150,541
MASTERCARD INC CL A 46,389 54,167
MC DONALDS CORP 124,692 199,848
MCKESSON CORP 89,211 225,934
MEDTRONIC PLC SHS 154,099 148,037
MERCK & CO INC NEW COM 49,514 96,483
METLIFE INCORPORATED 102,794 145,618
MFS GROWTH I 1,090,811 1,745,668
MFS INTERNATIONAL EQUITY I 2,313,295 2,444,741
MFS TOTAL RETURN BD I 3,008,861 2,726,620
MICROSOFT CORP 245,069 964,167
MODERNA INC 8,827 6,365
MONDELEZ INTL INC COM 102,862 141,383
MONSTER BEVERAGE CORP NEW COM 71,100 83,074
MSIF GLOBAL CONCENTRATED I 253,882 286,269
NETEASE.COM INC ADS 77,826 70,429
NORTHROP GRUMMAN CP(HLDG CO) 193,115 257,945
NOV INC 57,458 261,044
NOW INC 7,098 50,578
NUCOR CORPORATION 23,410 68,224
NUTRIEN LTD 92,997 94,071
NUVEEN MULTI MKT INCOME FD COM 153,799 125,245
NUVEEN S&P 500 BUY-WRITE INC 58,851 77,455
ORACLE CORP 29,607 35,214
PACKAGING CORP AMER 124,368 187,184
PALO ALTO NETWORKS INC 88,397 326,432
PAYCHEX INC 88,297 161,156
PEPSICO INC NC 101,212 152,346
PERMANENT PORTFOLIO INC 1,118,517 1,401,210
PFIZER INC 83,041 75,228
PHILIP MORRIS INTL INC 138,086 165,016
PHILLIPS 66 COM 131,356 208,098
PROCTER & GAMBLE 152,756 233,585
PROLOGIS INC COM 157,970 203,283
PROSHARES TR 239,833 241,285
PUBLIC SERVICE ENTERPRISE GP 59,915 61,945
PUBLIC STORAGE 81,709 119,255
QUALCOMM INC 129,644 143,907
R P M INC 49,190 105,155
RANGE RESOURCES CORP 179,471 76,100
REPUBLIC SERVICES INC 20,643 26,221
ROBO GLOBAL ROBOTICS & AUT ETF 135,952 216,995
RTX CORPORATION 167,032 201,936
S&P GLOBAL INC COM 75,552 100,439
SALESFORCE INC 89,985 149,200
SBA COMMUNICATNS CORP NEW CL A 100,296 110,609
SEMPRA 250,161 281,807
SERVICENOW INC 122,398 154,015
SHERWIN WILLIAMS COMPANY OHIO 121,312 210,221
SONOCO PRODUCTS CO 46,098 50,730
SPDR DJIA TRUST 376,742 505,383
SPDR EURO STOXX 50 ETF 158,514 218,540
SPDR PORTF EMER MARKET ETF 189,406 213,522
STATE STREET CORP 81,839 97,135
STRYKER CORP 46,217 90,437
TAKE TWO INTERACTIVE SOFTWARE 37,120 46,676
TESLA INC 45,759 47,211
TEXAS INSTRUMENTS 42,550 92,048
THE CIGNA GROUP 87,862 88,038
THERMO FISHER SCIENTIFIC 65,152 224,524
THOMSON REUTERS CORP 90,192 261,149
T-MOBILE US INC COM 15,242 16,674
TORTOISE ENRGY INFR TOT RET I 416,766 513,526
TRANE TECHNOLOGIES PLC 134,833 225,364
TRAVELERS COMPANIES INC COM 77,129 118,866
UGI CORPORATION NEW COM 17,524 87,822
UNITEDHEALTH GP INC 113,503 239,017
VANGUARD FTSE EMERGING MARKETS 51,952 53,964
VANGUARD FTSE EUROPE ETF 101,112 117,096
VANGUARD UTILITIES ETF 632,149 712,216
VERALTO CORP 15,325 25,418
VERIZON COMMUNICATIONS 132,153 138,472
VISA INC CL A 162,853 290,030
WALMART INC 330,771 606,164
WESTERN AST INFL LKD OPP & INM 58,095 44,919
WILLIAMS CO INC 31,286 73,561
WISDOMTREE TR US QTLY DIV GRT 350,433 451,971
WISDOMTREE TR US S CAP DIV GRW 77,709 92,366
WK KELLOGG CO 52,553 52,852
XCEL ENERGY INC 84,638 105,742
UNREALIZED GAINS/(LOSSES) 12,360,957 0

TY 2023 InvestmentsGovtObligationsSch
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
US Government Securities - End of Year Book Value:

149,092
US Government Securities - End of Year Fair Market Value:

149,055
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherExpensesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ILLINOIS AG990-IL FILING FEE 15 0   15
OFFICE SUPPLIES 754 0   754
UPS FEES 1,205 0   1,205


TY 2023 OtherIncomeSchedule2
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MORGAN STANLEY 5749 11,924 11,924 11,924
MORGAN STANLEY 7985 13,305 13,305 13,305
MORGAN STANLEY 8019 8,449 8,449 8,449
MORGAN STANLEY 8021 4,845 4,845 4,845
MORGAN STANLEY 8108 14,120 14,120 14,120
MORGAN STANLEY 9187 12,849 12,849 12,849
MORGAN STANLEY 5034 1,322 1,322 1,322


TY 2023 OtherIncreasesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Description Amount
CHANGE IN UNREALIZED GAINS/(LOSSES) 5,011,397


TY 2023 OtherProfessionalFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 260,781 260,781   0


TY 2023 TaxesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 36,857 36,857   0