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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$53,262,937J 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... 1,411,063 1,411,063  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,907,869
b Gross sales price for all assets on line 6a 14,539,160
7 Capital gain net income (from Part IV, line 2)... 2,907,869
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).......      
12 Total. Add lines 1 through 11........ 4,318,932 4,318,932  
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
31,500 15,750   15,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
236,017 236,017   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,959 27,959   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
77,058 73,672   3,386
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 372,534 353,398   19,136
25 Contributions, gifts, grants paid....... 14,060,119 14,060,119
26 Total expenses and disbursements. Add lines 24 and 25 14,432,653 353,398   14,079,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,113,721
b Net investment income (if negative, enter -0-) 3,965,534
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 2,213,280 301,726 301,726
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) 149,092 0 0
b Investments—corporate stock (attach schedule)....... 57,955,228 Click to see attachment
List of Attached Documents:
// Content
52,961,211 		52,961,211
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) 60,317,600 53,262,937 53,262,937
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 60,317,600 53,262,937
29 Total net assets or fund balances (see instructions)..... 60,317,600 53,262,937
30 Total liabilities and net assets/fund balances (see instructions). 60,317,600 53,262,937
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
60,317,600
2
Enter amount from Part I, line 27a .....................
2
-10,113,721
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,059,058
4
Add lines 1, 2, and 3 ..........................
4
53,262,937
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
53,262,937
Form 990-PF (2024)
Form 990-PF (2024)
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      
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 14,191,535   11,631,291 2,560,244
b 347,625     347,625
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       2,560,244
b       347,625
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 2,907,869
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 55,121
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 55,121
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 55,121
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 34,266
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 34,266
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 20,855
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
MORGAN STANLEY INVESTMENT ADVISORY 236,017
760 W MAIN ST SUITE 200
BARRINGTON,IL60010
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 (2024)
Form 990-PF (2024)
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
49,722,541
b
Average of monthly cash balances.......................
1b
1,216,773
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
50,939,314
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
50,939,314
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
764,090
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
50,175,224
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,508,761
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
2,508,761
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
55,121
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
55,121
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,453,640
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,453,640
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
2,453,640
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
14,079,255
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
14,079,255
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,453,640
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,752,135
b From 2020...... 4,773,269
c From 2021...... 5,918,587
d From 2022...... 7,180,291
e From 2023...... 12,322,937
f Total of lines 3a through e ........ 31,947,219
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 14,079,255
a Applied to 2023, 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 2024 distributable amount..... 2,453,640
e Remaining amount distributed out of corpus 11,625,615
5 Excess distributions carryover applied to 2024. 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 43,572,834
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,752,135
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		41,820,699
10 Analysis of line 9:
a Excess from 2020.... 4,773,269
b Excess from 2021.... 5,918,587
c Excess from 2022.... 7,180,291
d Excess from 2023.... 12,322,937
e Excess from 2024.... 11,625,615
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 CAREER & TECHNICAL EDUCATION PROGRAMS 25,000

AMIGOS DE HONDURAS

PO BOX 98293
SEATTLE,WA981980293 		N/A PC GRANT TO SUPPORT SCHOOL LUNCHES, HOUSING, AND WATER SYSTEMS WEST HONDURAS 3,234,328

ASSOCIATION FOR A MORE JUST SOCIETY

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

BUILD A DREAM

5848 HEATHERWOOD LANE
ROCKFORD,IL61109 		N/A PC GRANT TO SUPPORT EDUCATION, FOOD, AND MEDICAL SUPPLIES 75,000

CHILDREN OF THE NATIONS

PO BOX 3970
SILVERDALE,WA98383 		N/A PC GRANT TO SUPPORT HAITI & DR THROUGH FOOD AND EDUCATION 400,000

CLINICIA SAN LUCAS GRACIA

921 N KINGWOOD COURT
HOLLAND,MI49424 		N/A PC GRANT TO SUPPORT THE CLINICA SAN LUCAS 100,000

CURING KIDS CANCER

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

D M STEARNS MISSIONARY FUND

PO BOX 1578
NORTH WALES,PA19454 		N/A PC GRANT TO SUPPORT 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 SAHEL 2,000,000

EL AYUDANTE MISSIONS USA

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

EL PORVENIR

80 GARDEN CENTER STE 135
BROOMFIELD,CO80020 		N/A PC GRANT TO SUPPORT LATRINES, WELLS, AND WATER SUPPLY 289,300

EMERGENCY USA

31 W 34TH ST SUITE 8138
NEW YORK,NY10003 		N/A PC GRANT TO SUPPORT SUDAN & UGANDA THROUGH FOOD & MEDICAL 295,785

FISTULA FOUNDATION

1922 THE ALAMEDA STE 302
SAN JOSE,CA95126 		N/A PC GRANT TO SUPPORT OPERATIONS 2,200,000

FRIENDS OF MCC

8900 US HIGHWAY 14
CRYSTAL LAKE,IL600122738 		N/A PC JOHN & KATHY YOUNG AUTOMOTIVE AWARD MCHENRY COMM COLLEGE 5,000

GREEN EMPOWERMENT

140 SW YAMHILL ST
ST PORTLAND,OR972043007 		N/A PC GRANT TO SUPPORT PROGRAMS IN NICARAGUA & UGANDA 200,000

HAITI EDUCATION FOUNDATION

PO BOX 10775
EL DORADO,AR717300028 		N/A PC GRANT TO SUPPORT SCHOOL CONSTRUCTION AND SCHOLARSHIPS 500,000

HAITI HEALTHCARE PARTNERS

4807 LAKEVIEW CANYON BLVD 640
WESTLAKE VILLAGE,CA91861 		N/A PC GRANT TO SUPPORT OPERATIONS 59,327

HELLENIC MINISTRIES

PO BOX 726
WHEATON,IL60189 		N/A PC GRANT TO SUPPORT OPERATIONS 212,000

HOPE ETHIOPIA

PO BOX 1303
MENLO PARK,CA94206 		N/A PC GRANT TO SUPPORT OPERATIONS 795,206

HOPE FOR HAITI'S CHILDREN

12020 SOUTHWICK LN
CINCINNATI,OH452411714 		N/A PC GRANT TO SUPPORT OPERATIONS 285,611

KIDS ALIVE INTERNATIONAL

2507 CUMBERLAND DR
VALPARAISO,IN46383 		N/A PC GRANT TO SUPPORT EDUCATION 252,492

LIGA INTERNATIONAL

19671 LUCAYA COURT
APPLE VALLEY,CA92308 		N/A PC GRANT TO SUPPORT OPERATIONS 125,000

LIVING GOODS

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

MAYWOOD FINE ARTS

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

MOUNT GULIAN SOCIETY

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

NEW YORK CINCINNATI CHARITABLE TRUST

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

PLANT WITH PURPOSE

4747 MORENA BLVD STE 100
SAN DIEGO,CA921173466 		N/A PC GRANT TO SUPPORT HAITI FARMING 50,000

PREDISAN - USA INC

2555 NORTHWINDS PARKWAY
ALPHARETTA,GA30009 		N/A PC GRANT TO SUPPORT SCHOOL LUNCHES 819,070

PROJECT MERCY

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

SEVA

1786 FIFTH ST
BERKLEY,CA94710 		N/A PC GRANT TO SUPPORT QUICHE HOSPITAL IN GUATEMALA AND 6 VISION CENTERS IN NEPAL 865,000

SOCIETY OF THE CINCINNATI

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

SOUTH KENT SCHOOL

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

WELLS4WELLNESS

2024 HUNTERS PL
FRANKLIN,TN371222461 		N/A PC GRANT TO SUPPORT BUILDING 25 WELLS IN 2025 IN NIGER 100,000
Total .................................right arrow 3a 14,060,119
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 1,411,063  
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 2,907,869  
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 4,318,932 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,318,932
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 31,500 15,750   15,750

TY 2024 InvestmentsCorpStockSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 105,208 105,208
A O SMITH CORP 69,370 69,370
ABB LTD ADR 290,981 290,981
ABBOTT LABORATORIES 143,423 143,423
ABBVIE INC COM 286,630 286,630
ADDUS HOMECARE CORP COM 53,775 53,775
ADOBE INC 52,472 52,472
AIR PROD & CHEM INC 218,690 218,690
ALLIANCE BERNSTEIN INCOME 182,630 182,630
ALPHABET INC CL A 440,122 440,122
ALPHABET INC CL C 41,516 41,516
ALPS IDOG 82,106 82,106
AMAZON COM INC 457,428 457,428
AMER BEACON AHL MNGD FUT 4,141,101 4,141,101
AMERICAN ELEC PWR CO INC 65,668 65,668
AMERICAN EXPRESS CO 247,523 247,523
AMERICAN GLOBAL BALANCED F2 1,421,115 1,421,115
AMERICAN INC FD OF AMERICA F2 1,999,902 1,999,902
AMERICAN NEW WORLD F2 72,605 72,605
AMGEN INC 303,385 303,385
ANALOG DEVICES INC 315,078 315,078
ANGEL OAK MULTI STRAT INC I 149,718 149,718
APPLE INC 872,463 872,463
ARK GENOMIC REVOLUTION ETF 32,327 32,327
ARTISAN SUSTAIN EMRG MKTS 202,463 202,463
ASTRAZENECA PLC ADR 120,622 120,622
ATMOS ENERGY CP 83,562 83,562
AUTOMATIC DATA PROCESSING 336,932 336,932
BAKER HUGHES COMPANY CL A 37,369 37,369
BANK OF AMERICA CORP 33,314 33,314
BECTON DICKINSON & CO 136,576 136,576
BERKSHIRE HATHAWAY A(HLDG CO) 2,723,680 2,723,680
BERKSHIRE HATHAWAY CL-B NEW 519,006 519,006
BHP GROUP LIMITED ADR 31,398 31,398
BLACKROCK EN GLBL DIV TR 403,196 403,196
BLACKROCK EN INT DIV TR 96,408 96,408
BROADCOM INC 95,054 95,054
BUNGE GLOBAL SA 126,904 126,904
CENCORA INC 171,655 171,655
CHEVRON CORP 204,369 204,369
CHUBB LTD 374,663 374,663
CINCINNATI FINANCIAL OHIO 91,537 91,537
CISCO SYS INC 414,637 414,637
CLEARBRIDGE ENERGY MIDSTREAM 186,160 186,160
COCA COLA CO 284,466 284,466
COLGATE PALMOLIVE CO 185,275 185,275
CONAGRA BRANDS INC 35,381 35,381
CONSTELLATION ENERGY CORP 108,723 108,723
CROWN CASTLE INC 164,276 164,276
CULLEN FROST BANKERS INC 153,045 153,045
CUMMINS INC 291,778 291,778
DANAHER CORPORATION 106,052 106,052
DEERE & CO 152,532 152,532
DNOW INC 58,129 58,129
EATON CORP PLC SHS 541,944 541,944
ECOLAB INC 91,385 91,385
ELI LILLY & CO 302,624 302,624
EMERSON ELECTRIC CO 252,817 252,817
EQT CORPORATION COM 54,640 54,640
EVERSOURCE ENERGY COM 91,314 91,314
EXTRA SPACE STORAGE INC 93,949 93,949
EXXON MOBIL CORP 99,072 99,072
FIRST TRUST LOW DURATION OPP 34,945 34,945
FIRST TRUST SMID CAP RIS DIV 507,994 507,994
FREEPORT-MCMORAN CL-B 13,633 13,633
FS MULTI STRATEGY ALTERN I 303,829 303,829
FT ENERGY INCOME ETF 116,940 116,940
FT NORTH AMERICAN ENERGY INFRA 326,625 326,625
FULLER&THALER BHV SMCP EQ INST 425,732 425,732
GAMCO GLOBAL GOLD NAT RES 389,456 389,456
GENL DYNAMICS CORP 62,974 62,974
GLOBAL X NASD 1OO COV CALL 677,420 677,420
HARTFORD DYNAMIC BOND I 408,303 408,303
HOME DEPOT INC 347,368 347,368
HONEYWELL INTL INC 111,364 111,364
INTL BUSINESS MACHINES CORP 77,380 77,380
INVESCO QQQ TRUST, SERIES 1 88,443 88,443
INVESCO S&P 500 PURE VALUE ETF 133,872 133,872
IQVIA HOLDINGS INC 105,722 105,722
IRON MOUNTAIN INC 254,366 254,366
ISHARES ASIA 50 ETF 355,158 355,158
ISHARES INC MSCI JAPAN ETF 68,979 68,979
ISHARES MSCI EAFE GRWTH ETF 204,989 204,989
ISHARES MSCI INDIA ETF 38,217 38,217
ISHARES MSCI PAC EX-JPN ETF 96,689 96,689
ISHARES MSCI SOUTH KOREA ETF 25,852 25,852
ISHARES U.S. HEALTHCARE ETF 126,737 126,737
JANUS HENDERSON GLB EQ INC I 1,417,375 1,417,375
JOHNSON & JOHNSON 434,294 434,294
JPMORGAN CHASE & CO 717,931 717,931
JPMORGAN EQUITY PREMIUM 65,757 65,757
KENVUE INC 67,274 67,274
KINDER MORGAN INCORP 344,747 344,747
KOPERNIK GLB ALL CAP INSTL 1,897,542 1,897,542
KOPERNIK INTL I 1,036,459 1,036,459
L3HARRIS TECHNOLOGIES INC 60,561 60,561
LINDE PLC 134,812 134,812
LOCKHEED MARTIN CORP 249,773 249,773
LOCORR MACRO STRATEGIES I 147,061 147,061
MASTERCARD INC CL A 61,609 61,609
MC DONALDS CORP 195,386 195,386
MCKESSON CORP 265,578 265,578
MEDTRONIC PLC SHS 103,844 103,844
MERCK & CO INC NEW COM 88,040 88,040
METLIFE INCORPORATED 180,300 180,300
MFS GROWTH I 1,406,974 1,406,974
MFS INTERNATIONAL EQUITY I 1,550,309 1,550,309
MFS TOTAL RETURN BD I 1,923,192 1,923,192
MICROSOFT CORP 1,019,608 1,019,608
MONDELEZ INTL INC COM 116,593 116,593
MONSTER BEVERAGE CORP NEW COM 69,379 69,379
MSIF GLOBAL CONCENTRATED I 380,467 380,467
NETEASE.COM INC ADS 61,733 61,733
NEXTERA ENERGY INC 145,889 145,889
NORTHROP GRUMMAN CP(HLDG CO) 178,330 178,330
NOV INC 187,931 187,931
NUCOR CORPORATION 45,750 45,750
NUTRIEN LTD 74,732 74,732
NUVEEN MULTI MKT INCOME FD COM 128,212 128,212
NUVEEN S&P 500 BUY-WRITE INC 84,458 84,458
ORACLE CORP 50,992 50,992
PACKAGING CORP AMER 258,674 258,674
PALO ALTO NETWORKS INC 368,651 368,651
PAYCHEX INC 189,718 189,718
PEPSICO INC NC 136,398 136,398
PERMANENT PORTFOLIO INC 1,021,180 1,021,180
PFIZER INC 63,911 63,911
PHILIP MORRIS INTL INC 106,510 106,510
PHILLIPS 66 COM 182,858 182,858
PROCTER & GAMBLE 256,169 256,169
PROLOGIS INC COM 161,192 161,192
PROSHARES SHORT QQQ 5,311 5,311
PUBLIC SERVICE ENTERPRISE GP 85,588 85,588
PUBLIC STORAGE 117,081 117,081
QUALCOMM INC 74,045 74,045
R P M INC 115,922 115,922
RANGE RESOURCES CORP 89,950 89,950
REPUBLIC SERVICES INC 31,988 31,988
ROBO GLOBAL ROBOTICS & AUT ETF 205,293 205,293
RTX CORPORATION 261,990 261,990
S&P GLOBAL INC COM 113,551 113,551
SALESFORCE INC 173,517 173,517
SBA COMMUNICATNS CORP NEW CL A 65,216 65,216
SEMPRA 322,371 322,371
SERVICENOW INC 212,024 212,024
SHERWIN WILLIAMS COMPANY OHIO 288,601 288,601
SONOCO PRODUCTS CO 44,356 44,356
SPDR DJIA TRUST 664,631 664,631
SPDR EURO STOXX 50 ETF 220,094 220,094
SPDR PORTF EMER MARKET ETF 231,371 231,371
SPDR S&P OIL & GAS EXP & PR 65,655 65,655
STATE STREET CORP 118,271 118,271
STRYKER CORP 108,735 108,735
TESLA INC 70,268 70,268
TEXAS INSTRUMENTS 101,255 101,255
THERMO FISHER SCIENTIFIC 171,676 171,676
THOMSON REUTERS CORP 286,439 286,439
T-MOBILE US INC COM 21,190 21,190
TRANE TECHNOLOGIES PLC 337,586 337,586
TRAVELERS COMPANIES INC COM 137,789 137,789
U S BANCORP COM NEW 88,820 88,820
UGI CORPORATION NEW COM 100,781 100,781
UNITEDHEALTH GP INC 210,438 210,438
VANGUARD FTSE EMERGING MARKETS 57,824 57,824
VANGUARD FTSE EUROPE ETF 115,261 115,261
VANGUARD UTILITIES ETF 838,181 838,181
VERIZON COMMUNICATIONS 118,410 118,410
VISA INC CL A 331,210 331,210
WALMART INC 1,011,649 1,011,649
WILLIAMS CO INC 114,301 114,301
WISDOMTREE TR US QTLY DIV 301,221 301,221
WISDOMTREE TR US QTLY DIV GRT 200,625 200,625
WISDOMTREE TR US S CAP DIV GRW 99,745 99,745
WK KELLOGG CO 72,374 72,374
XCEL ENERGY INC 115,324 115,324

TY 2024 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 3,371 0   3,371
OTHER INVESTMENT EXPENSES 73,672 73,672   0


TY 2024 OtherIncreasesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Description Amount
CHANGE IN UNREALIZED GAINS/(LOSSES) 3,059,058


TY 2024 OtherProfessionalFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 236,017 236,017   0


TY 2024 TaxesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 27,959 27,959   0