Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
HAWTHORN WOODS
State or province
IL
Country  
ZIP or foreign postal code
60047
A Employer identification number

36-4152920
B Telephone number (see instructions)

2244064861
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$47,146,789J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,600,112 1,600,112  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,141,648
b Gross sales price for all assets on line 6a 15,845,686
7 Capital gain net income (from Part IV, line 2)... 4,141,648
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........ 5,741,760 5,741,760  
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)......... Click to see attachment
List of Attached Documents:
// Content
5,071 2,536   2,535
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,235 16,118   16,117
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
235,414 220,240   15,174
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
99,275 99,275   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
5,635 2,760   2,875
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 377,630 340,929   36,701
25 Contributions, gifts, grants paid....... 15,090,475 15,090,475
26 Total expenses and disbursements. Add lines 24 and 25 ................ 15,468,105 340,929   15,127,176
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,726,345
b Net investment income (if negative, enter -0-) 5,400,831
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 301,726 1,886,111 1,886,111
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 52,961,211 Click to see attachment
List of Attached Documents:
// Content
45,260,678 		45,260,678
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,262,937 47,146,789 47,146,789
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 53,262,937 47,146,789
29 Total net assets or fund balances (see instructions)..... 53,262,937 47,146,789
30 Total liabilities and net assets/fund balances (see instructions). 53,262,937 47,146,789
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
53,262,937
2
Enter amount from Part I, line 27a .....................
2
-9,726,345
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,610,197
4
Add lines 1, 2, and 3 ..........................
4
47,146,789
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
47,146,789
Form 990-PF (2025)
Form 990-PF (2025)
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 15,547,131   11,704,038 3,843,093
b 298,555     298,555
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       3,843,093
b       298,555
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 4,141,648
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 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 75,072
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 75,072
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 75,072
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 56,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 21,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,928
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,928 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofJACKSON KEMPER JR Telephone no. (224) 406-4861

Located at6 BRUCE CIRCLE NORTHHAWTHORN WOODSIL ZIP+460047
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 205,065
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
49,920,493
b
Average of monthly cash balances.......................
1b
418,838
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
50,339,331
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
50,339,331
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
755,090
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
49,584,241
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,479,212
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,479,212
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
75,072
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
75,072
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,404,140
4
Recoveries of amounts treated as qualifying distributions................
4
1,100,000
5
Add lines 3 and 4............................
5
3,504,140
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
3,504,140
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, line 26, column (d) ..........
1a
15,127,176
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
15,127,176
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,504,140
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 4,773,269
b From 2021...... 5,918,587
c From 2022...... 7,180,291
d From 2023...... 12,322,937
e From 2024...... 11,625,615
f Total of lines 3a through e ........ 41,820,699
4Qualifying distributions for 2025 from Part
XI, line 4: $ 15,127,176
a Applied to 2024, 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 2025 distributable amount..... 3,504,140
e Remaining amount distributed out of corpus 11,623,036
5 Excess distributions carryover applied to 2025. 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 53,443,735
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		4,773,269
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		48,670,466
10 Analysis of line 9:
a Excess from 2021 .... 5,918,587
b Excess from 2022 .... 7,180,291
c Excess from 2023 .... 12,322,937
d Excess from 2024 .... 11,625,615
e Excess from 2025 .... 11,623,036
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AMERICAN HIMALAYAN FOUNDATION

550 CALIFORNIA ST SUITE 350
SAN FRANCISCO,CA94104 		N/A   GRANT TO SUPPORT OPERATIONS 200,000

AMIGOS DE HONDURAS

PO BOX 98293
SEATTLE,WA981980293 		N/A   GRANT TO SUPPORT SCHOOL LUNCHES WEST HONDURAS 4,169,486

ASSOCIATION FOR A MORE JUST SOCIETY

PO BOX 888631
GRAND RAPIDS,MI49588 		N/A   GRANT TO SUPPORT OPERATIONS 300,000

CAMBODIAN CHILDREN'S FUND

2309 SANTA MONICA BLVD PMB 833
SANTA MONICA,CA90404 		N/A   GRANT TO SUPPORT OPERATIONS 500,000

CHILDREN OF THE NATIONS

PO BOX 3970
SILVERDALE,WA98383 		N/A   GRANT TO SUPPORT OPERATIONS 400,000

CITTA

67 HUDSON STREET BOX TH1
NEW YORK,NY10013 		N/A   GRANT TO SUPPORT OPERATIONS 200,000

CURING KIDS CANCER

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

D M STEARNS MISSIONARY FUND

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

EL AYUDANTE MISSIONS USA

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

EL PORVENIR

80 GARDEN CENTER STE 135
BROOMFIELD,CO80020 		N/A   GRANT TO SUPPORT OPERATIONS 392,767

EMERGENCY USA

31 W 34TH ST SUITE 8138
NEW YORK,NY10003 		N/A   GRANT TO SUPPORT SUDAN & UGANDA THROUGH FOOD & MEDICAL 330,000

FISTULA FOUNDATION

1922 THE ALAMEDA STE 302
SAN JOSE,CA95126 		N/A   GRANT TO SUPPORT OPERATIONS 587,381

FRIENDS OF MCC

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

GREEN EMPOWERMENT

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

HAITI EDUCATION FOUNDATION

PO BOX 10775
EL DORADO,AR717300028 		N/A   GRANT TO SUPPORT SCHOOL CONSTRUCTION AND SCHOLARSHIPS 291,000

HAITI HEALTHCARE PARTNERS

4807 LAKEVIEW CANYON BLVD 640
WESTLAKE VILLAGE,CA91861 		N/A   GRANT TO SUPPORT OPERATIONS 30,000

HAITIAN HEALTH FOUNDATION HHF

97 SHERMAN ST
NORWICH,CT06360 		N/A   GRANT TO SUPPORT OPERATIONS 1,000,000

HOPE ETHIOPIA

PO BOX 1303
MENLO PARK,CA94206 		N/A   GRANT TO SUPPORT ABRAHAM'S OASIS TO KARIN VAN DEN BOSCH 318,000

HOPE FOR HAITI'S CHILDREN

12020 SOUTHWICK LN
CINCINNATI,OH452411714 		N/A   GRANT TO SUPPORT OPERATIONS 500,000

KIDS ALIVE INTERNATIONAL

2507 CUMBERLAND DR
VALPARAISO,IN46383 		N/A   GRANT TO SUPPORT INTERNSHIPS 506,500

MAYWOOD FINE ARTS

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

MOUNT GULIAN SOCIETY

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

MY AGRO

131 7TH AVENUE SUITE 160
NEW YORK,NY10011 		N/A   GRANT TO SUPPORT OPERATIONS 500,000

NASHOTAH HOUSE

2777 MISSION RD
NASHOTAH,WI53058 		N/A   GRANT TO SUPPORT BISHOP KEMPER SCHOLARSHIP 10,300

NY SOCIETY OF THE CINCINNATI CHARITABLE T

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

ONE ACRE FUND

2070 GREEN BAY ROAD 183
HIGHLAND PARK,IL60035 		N/A   GRANT TO SUPPORT RWANDA & KENYA 500,000

ORBIS INTERNATIONAL

520 8TH AVENUE 12TH FLOOR
NEW YORK,NY10018 		N/A   GRANT TO SUPPORT CATARACT SURGERY 512,608

PLANT WITH PURPOSE

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

PREDISAN - USA INC

2555 NORTHWINDS PARKWAY
ALPHARETTA,GA30009 		N/A   GRANT TO SUPPORT SCHOOL LUNCHES 1,000,701

REACHING UNREACHED NATIONS INTERNATIONAL

PO BOX 6543
VIRGINIA BEACH,VA23456 		N/A   GRANT TO SUPPORT HERITAGE HOUSE EXTENSION PROJECT 188,532

SEVA

1786 FIFTH ST
BERKELEY,CA94710 		N/A   GRANT TO SUPPORT WINTER PEDIATRICS & TRAINING 341,200

SIWOK FOUNDATION

435 SIOUX TRL
GREENEVILLE,TN37743 		N/A   GRANT TO SUPPORT OPERATIONS 150,000

SOCIETY OF THE CINCINNATI

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

SOUTH KENT SCHOOL

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

TRINITY HOPE

237 CIRCLE VIEW DR
FRANKLIN,TN37067 		N/A   GRANT TO SUPPORT FEEDING PROGRAM 1,500,000

WELLS 4 WELLNESS

2024 HUNTERS PL
FRANKLIN,TN371222461 		N/A   GRANT TO SUPPORT WELLS IN NIGER 225,000

WESTERN PA DIST CHURCH OF THE BRETHREN

115 SPRING RD
HOLLSOPPLE,PA15935 		N/A   GRANT TO SUPPORT HOGAR DE NINOS 10,000
Total ................................. 3a 15,090,475
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 1,600,112  
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 4,141,648  
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 5,741,760 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,741,760
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 32,235 16,118   16,117

TY 2025 InvestmentsCorpStockSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD FTSE EMERGING MARKETS 70,587 70,587
STATE STREET SPDR S&P OIL&GAS 54,923 54,923
WISDOMTREE TR US QTLY DIV GRT 193,795 193,795
WILLIAMS CO INC 126,952 126,952
WALMART 1,148,749 1,148,749
VISA INC CL A 336,331 336,331
VERIZON COMMUNICATIONS 120,602 120,602
VANGUARD UTILITIES ETF 932,417 932,417
VANGUARD FTSE EUROPE ETF 151,836 151,836
U S BANCORP COM NEW 86,603 86,603
DNOW INC 59,201 59,201
TRAVELERS COMPANIES INC COM 145,320 145,320
TRANE TECHNOLOGIES PLC 340,161 340,161
T-MOBILE US INC COM 17,055 17,055
THOMSON REUTERS CORP 235,556 235,556
THERMO FISHER SCIENTIFIC 167,461 167,461
TEXAS INSTRUMENTS 93,685 93,685
TESLA INC 48,120 48,120
STRYKER CORP 106,144 106,144
PROLOGIS INC COM 194,682 194,682
STATE STREET CORP 146,813 146,813
ST STR HLTH CARE SEL SEC SPDR 47,678 47,678
PUBLIC SERVICE ENTERPRISE GP 81,344 81,344
ST STR UTILITIES SEL SEC SPDR 8,538 8,538
ST STR ENERGY SEL SEC SPDR 27,899 27,899
SPDR PORTF EMER MARKET ETF 282,264 282,264
SPDR EURO STOXX 50 ETF 235,474 235,474
SPDR DJIA TRUST 729,505 729,505
SHERWIN WILLIAMS COMPANY OHIO 262,788 262,788
SERVICE NOW INC 134,041 134,041
SEMPRA 341,682 341,682
SBA COMMUNICATIONS CORP NEW CL A 159,193 159,193
S&P GLOBAL INC COM 119,151 119,151
RTX CORPORATION 381,472 381,472
ROBO GLOBAL ROBOTICS & AUT ETF 239,882 239,882
REPUBLIC SERVICES INC 33,697 33,697
RANGE RESOURCES CORP 88,150 88,150
R P M INC 97,968 97,968
QUALCOMM INC 82,446 82,446
PUBLIC STORAGE 101,465 101,465
PROSHARES SHORT S&P500 1,802 1,802
PROCTER & GAMBLE 206,223 206,223
ISHARES MSCI SOUTH KOREA ETF 49,388 49,388
PHILLIPS 66 COM 206,464 206,464
PFIZER INC 72,434 72,434
PEPSICO INC NC 272,114 272,114
PAYCHEX INC 151,780 151,780
PALO ALTO NETWORKS INC 326,402 326,402
PACKAGING CORP AMER 236,958 236,958
ORACLE CORP 52,236 52,236
ONEOK INC 128,258 128,258
NUVEEN S&P 500 BUY-WRITE INC 88,744 88,744
NUVEEN MULTI MKT INCOME FD COM 128,000 128,000
NUTRIEN LTD 103,072 103,072
NUCOR CORPORATION 63,939 63,939
NOV INC 201,189 201,189
NORTHROP GRUMMAN CP 216,680 216,680
NEXTERA ENERGY INC 196,766 196,766
NETEASE.COM INC ADS 83,260 83,260
MSIF GLOBAL CONCENTRATED I 447,394 447,394
MONSTER BEVERAGE CORP NEW COM 88,477 88,477
MONDELEZ INTL INC COM 105,076 105,076
MICROSOFT CORP 1,074,604 1,074,604
MFS TOTAL RETURN BD I 359,657 359,657
METLIFE INCORPORATED 173,826 173,826
MERCK & CO INC NEW COM 336,411 336,411
MEDTRONIC PLC SHS 124,878 124,878
MCKESSON CORP 357,646 357,646
MC DONALDS CORP 205,995 205,995
MASTERCARD INC CL A 58,801 58,801
LOCORR MACRO STRATEGIES I 132,336 132,336
LOCKHEED MARTIN CORP 239,900 239,900
LINDE PLC 137,298 137,298
L3HARRIS TECHNOLOGIES INC 84,548 84,548
KOPERNIK INTL I 1,595,589 1,595,589
KOPERNIK GLB ALL CAP INSTL 2,150,099 2,150,099
KINDER MORGAN INCORP 325,894 325,894
JPMORGAN EQUITY PREMIUM INCO 65,425 65,425
JPMORGAN CHASE & CO 858,394 858,394
JOHNSON & JOHNSON 601,397 601,397
JANUS HENDERSON GLB EQ INC I 344,692 344,692
ISHARES U.S. HEALTHCARE ETF 141,593 141,593
ISHARES MSCI PAC EX-JPN ETF 111,387 111,387
XCEL ENERGY INC 126,153 126,153
ISHARES MSCI EAFE GRWTH ETF 241,169 241,169
FIRST TRUST SMID CAP RIS DIV 507,395 507,395
FS MULTI STRATEGY ALTERN I 300,561 300,561
ISHARES INC MSCI JAPAN ETF 83,001 83,001
ISHARES ASIA 50 ETF 510,556 510,556
IRON MOUNTAIN INC 200,739 200,739
IQVIA HOLDINGS INC 106,168 106,168
INVESCO S&P 500 PURE VALUE ETF 153,386 153,386
INVESCO QQQ TRUST, SERIES 1 93,375 93,375
INTL BUSINESS MACHINES CORP 104,266 104,266
HONEYWELL INTL INC 96,179 96,179
HOME DEPOT 307,281 307,281
HARTFORD DYNAMIC BOND I 438,346 438,346
HARTFORD DYNAMIC BOND 54,179 54,179
GLOBAL X NASD 100 COV CALL 637,392 637,392
GENL DYNAMICS CORP 70,699 70,699
GAMCO GLOBAL GOLD NAT RES 58,700 58,700
FULLERTHALER BHV SMCP EQ INST 476,906 476,906
FT NORTH AMERICAN ENERGY INFRA 258,387 258,387
FREEPORT-MCMORMAN CL-B 18,183 18,183
FIRST TRUST LOW DURATION OPP 187,812 187,812
CINCINNATI FINANCIAL OHIO 104,035 104,035
CISCO SYS INC 507,242 507,242
EXXON MOBIL CORP 110,833 110,833
EXTRA SPACE STORAGE INC 81,778 81,778
EVERSOURCE ENERGY COM 107,055 107,055
EQT CORPORATION COM 63,516 63,516
EMERSON ELECTRIC CO 270,749 270,749
ELI LILLY & CO 429,872 429,872
ECOLAB INC 102,383 102,383
EATON CORP PLC SHS 512,483 512,483
DEERE & CO 146,655 146,655
WISDOMTREE TR US S CAP DIV GRW 429,466 429,466
DANAHER CORPORATION 92,484 92,484
CUMMINS INC 416,017 416,017
CULLEN FROST BANKERS INC 144,358 144,358
CONSTELLATION ENERGY CORP 171,689 171,689
COLGATE PALMOLIVE CO 161,043 161,043
COCA COLA CO 305,716 305,716
CLEARBRIDGE ENERGY MIDSTREAM 133,950 133,950
FT ENERGY INCOME ETF 119,220 119,220
CHUBB LTD 423,235 423,235
ANALOG DEVICES INC 387,002 387,002
AMERICAN TOWER CORP 14,572 14,572
AMGEN INC 369,206 369,206
BUNGE GLOBAL SA 140,390 140,390
BROADCOM INC 141,901 141,901
BLACKROCK EN GLBL DIV TR 87,087 87,087
BLACK ROCK EN INT DIV TR 106,757 106,757
BHP GROUP LIMITED ADR 37,550 37,550
BERKSHIRE HATHAWAY CL-B NEW 503,153 503,153
BERKSHIRE HATHAWAY A 2,264,400 2,264,400
BECTON DICKINSON & CO 102,081 102,081
BANK OF AMERICA CORP 36,410 36,410
BAKER HUGHES COMPANY CL A 36,341 36,341
AUTOMATIC DATA PROCESSING INC 289,641 289,641
ATMOS ENERGY CP 100,578 100,578
ASTRAZENECA PLC ADR 148,099 148,099
ARTISAN SUSTAIN EMRG MKTS INV 284,469 284,469
ARK GENOMIC REVOLUTION ETF 34,822 34,822
APPLE INC 888,982 888,982
CENCORA INC 258,041 258,041
AMERICAN INC FD OF AMERICA F2 394,820 394,820
CHEVRON CORP 202,553 202,553
3M CO 130,482 130,482
AMERICAN NEW WORLD F2 93,259 93,259
AMERICAN GLOBAL BALANCED F2 965,421 965,421
AMERICAN EXPRESS CO 270,064 270,064
AMERICAN ELEC PWR CO INC 71,838 71,838
AMER BEACON AHL MNGD FUT STR Y 3,176,430 3,176,430
AMAZON COM INC 420,785 420,785
ALPS IDOG 109,626 109,626
ALPHABET INC CL C 68,408 68,408
ALPHABET INC CL A 636,329 636,329
ALLIANCE BERNSTEIN INCOME ADV 197,027 197,027
AIR PROD & CHEM INC 186,253 186,253
ADOBE INC 36,399 36,399
ADDUS HOMECARE CORP COM 40,379 40,379
ABBVIE INC COM 368,554 368,554
ABBOTT LABORATORIES 148,343 148,343
ABB LTD ADR 401,701 401,701
A O SMITH CORP 68,017 68,017
ISHARES MSCI INDIA ETF 39,240 39,240

TY 2025 LegalFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,071 2,536   2,535


TY 2025 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 115 0   115
OFFICE SUPPLIES 3,617 1,809   1,808
UPS FEES 52 26   26
OTHER 1,851 925   926


TY 2025 OtherIncreasesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Description Amount
CHANGE IN UNREALIZED GAINS/(LOSSES) 2,510,197
RETURNED GRANT FUNDS 1,100,000


TY 2025 OtherProfessionalFeesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 205,065 205,065   0
CONSULTING FEES 27,917 13,959   13,958
IT EXPENSE 2,432 1,216   1,216


TY 2025 TaxesSchedule
Name:
JACKSON KEMPER FOUNDATION
EIN:
36-4152920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 21,654 21,654   0
FEDERAL EXCISE TAXES 77,621 77,621   0