2025-05-13T11:09:39-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990PF 2024-01-01 364152920 JACKSON KEMPER FOUNDATION JACK 2244064861 6 BRUCE CIRCLE NORTH HAWTHORN WOODS IL 60047 JACKSON KEMPER JR PRESIDENT 2244064861 2025-05-05 1 1 THURE ROSS CPA P00577278 6305738600 2025-05-05 2024 2025-03-06 01:10:19Z X 53262937 X X 1411063 1411063 2907869 14539160 2907869 4318932 4318932 0 0 0 31500 15750 15750 236017 236017 0 27959 27959 0 77058 73672 3386 372534 353398 19136 14060119 14060119 14432653 353398 14079255 -10113721 3965534 2213280 301726 301726 149092 0 0 57955228 52961211 52961211 60317600 53262937 53262937 0 0 X 0 0 0 0 60317600 53262937 60317600 53262937 60317600 53262937 60317600 -10113721 3059058 53262937 0 53262937 PUBLICLY HELD SECURITIES 14191535 11631291 2560244 2560244 CAPITAL GAINS DIVIDENDS P 347625 347625 347625 2907869 55121 0 55121 0 55121 34266 0 0 0 34266 0 20855 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A JACKSON KEMPER JR 2244064861 6 BRUCE CIRCLE NORTH HAWTHORN WOODS IL 60047 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACKSON KEMPER JR 6 BRUCE CIRCLE N HAWTHORN WOODS IL 60047 PRESIDENT 1.00 0 0 0 SHARON J KEMPER 6 BRUCE CIRCLE N HAWTHORN WOODS IL 60047 SECRETARY/TREASURER 1.00 0 0 0 MARK COSTA 6 BRUCE CIRCLE N HAWTHORN WOODS IL 60047 DIRECTOR 1.00 0 0 0 NONE 0 MORGAN STANLEY 760 W MAIN ST SUITE 200 BARRINGTON IL 60010 INVESTMENT ADVISORY 236017 0 0 49722541 1216773 0 50939314 0 0 50939314 764090 50175224 2508761 2508761 55121 55121 2453640 0 2453640 0 2453640 14079255 0 14079255 2453640 0 0 1752135 4773269 5918587 7180291 12322937 31947219 14079255 0 0 0 2453640 11625615 0 0 43572834 0 0 0 0 0 0 1752135 41820699 4773269 5918587 7180291 12322937 11625615 JACKSON KEMPER JR SHARON J KEMPER X ALLENDALE ASSOCIATION PO BOX 1088 LAKE VILLA IL 60046 N/A PC GRANT TO SUPPORT CAREER & TECHNICAL EDUCATION PROGRAMS 25000 AMIGOS DE HONDURAS PO BOX 98293 SEATTLE WA 981980293 N/A PC GRANT TO SUPPORT SCHOOL LUNCHES, HOUSING, AND WATER SYSTEMS WEST HONDURAS 3234328 ASSOCIATION FOR A MORE JUST SOCIETY PO BOX 888631 GRAND RAPIDS MI 49588 N/A PC GRANT TO SUPPORT OPERATIONS 250000 BUILD A DREAM 5848 HEATHERWOOD LANE ROCKFORD IL 61109 N/A PC GRANT TO SUPPORT EDUCATION, FOOD, AND MEDICAL SUPPLIES 75000 CHILDREN OF THE NATIONS PO BOX 3970 SILVERDALE WA 98383 N/A PC GRANT TO SUPPORT HAITI & DR THROUGH FOOD AND EDUCATION 400000 CLINICIA SAN LUCAS GRACIA 921 N KINGWOOD COURT HOLLAND MI 49424 N/A PC GRANT TO SUPPORT THE CLINICA SAN LUCAS 100000 CURING KIDS CANCER PO BOX 862123 SUITE B-250 MARIETTA GA 30062 N/A PC GRANT TO SUPPORT OPERATIONS 10000 D M STEARNS MISSIONARY FUND PO BOX 1578 NORTH WALES PA 19454 N/A PC GRANT TO SUPPORT OPERATIONS 25000 DOCTORS WITHOUT BORDERSMSF 40 RECTOR STREET 16TH FLOOR NEW YORK NY 100061705 N/A PC GRANT TO SUPPORT CARING FOR THE NEXT GENERATION SAHEL 2000000 EL AYUDANTE MISSIONS USA PO BOX 154 RODEO CA 94572 N/A PC GRANT TO SUPPORT OPERATIONS 100000 EL PORVENIR 80 GARDEN CENTER STE 135 BROOMFIELD CO 80020 N/A PC GRANT TO SUPPORT LATRINES, WELLS, AND WATER SUPPLY 289300 EMERGENCY USA 31 W 34TH ST SUITE 8138 NEW YORK NY 10003 N/A PC GRANT TO SUPPORT SUDAN & UGANDA THROUGH FOOD & MEDICAL 295785 FISTULA FOUNDATION 1922 THE ALAMEDA STE 302 SAN JOSE CA 95126 N/A PC GRANT TO SUPPORT OPERATIONS 2200000 FRIENDS OF MCC 8900 US HIGHWAY 14 CRYSTAL LAKE IL 600122738 N/A PC JOHN & KATHY YOUNG AUTOMOTIVE AWARD MCHENRY COMM COLLEGE 5000 GREEN EMPOWERMENT 140 SW YAMHILL ST ST PORTLAND OR 972043007 N/A PC GRANT TO SUPPORT PROGRAMS IN NICARAGUA & UGANDA 200000 HAITI EDUCATION FOUNDATION PO BOX 10775 EL DORADO AR 717300028 N/A PC GRANT TO SUPPORT SCHOOL CONSTRUCTION AND SCHOLARSHIPS 500000 HAITI HEALTHCARE PARTNERS 4807 LAKEVIEW CANYON BLVD 640 WESTLAKE VILLAGE CA 91861 N/A PC GRANT TO SUPPORT OPERATIONS 59327 HELLENIC MINISTRIES PO BOX 726 WHEATON IL 60189 N/A PC GRANT TO SUPPORT OPERATIONS 212000 HOPE ETHIOPIA PO BOX 1303 MENLO PARK CA 94206 N/A PC GRANT TO SUPPORT OPERATIONS 795206 HOPE FOR HAITI'S CHILDREN 12020 SOUTHWICK LN CINCINNATI OH 452411714 N/A PC GRANT TO SUPPORT OPERATIONS 285611 KIDS ALIVE INTERNATIONAL 2507 CUMBERLAND DR VALPARAISO IN 46383 N/A PC GRANT TO SUPPORT EDUCATION 252492 LIGA INTERNATIONAL 19671 LUCAYA COURT APPLE VALLEY CA 92308 N/A PC GRANT TO SUPPORT OPERATIONS 125000 LIVING GOODS 1423 BROADWAY OAKLAND CA 946122054 N/A PC GRANT TO SUPPORT OPERATIONS 250000 MAYWOOD FINE ARTS 25 NORTH FIFTH AVENUE MAYWOOD IL 60153 N/A PC GRANT TO SUPPORT OPERATIONS 10000 MOUNT GULIAN SOCIETY 145 STERLING STREET BEACON NY 12508 N/A PC GRANT TO SUPPORT OPERATIONS 5000 NEW YORK CINCINNATI CHARITABLE TRUST 150 E 93RD ST 8 NEW YORK NY 10128 N/A PC GRANT TO SUPPORT OPERATIONS 7000 PLANT WITH PURPOSE 4747 MORENA BLVD STE 100 SAN DIEGO CA 921173466 N/A PC GRANT TO SUPPORT HAITI FARMING 50000 PREDISAN - USA INC 2555 NORTHWINDS PARKWAY ALPHARETTA GA 30009 N/A PC GRANT TO SUPPORT SCHOOL LUNCHES 819070 PROJECT MERCY 7011 ARDMORE AVE FORT WAYNE IN 46809 N/A PC GRANT TO SUPPORT OPERATIONS 500000 SEVA 1786 FIFTH ST BERKLEY CA 94710 N/A PC GRANT TO SUPPORT QUICHE HOSPITAL IN GUATEMALA AND 6 VISION CENTERS IN NEPAL 865000 SOCIETY OF THE CINCINNATI 2118 MASSACHUSETTS AVE NW WASHINGTON DC 20008 N/A PC GRANT TO SUPPORT OPERATIONS 5000 SOUTH KENT SCHOOL 40 BULLS BRIDGE ROAD SOUTH KENT CT 06785 N/A PC GRANT TO SUPPORT OPERATIONS 10000 WELLS4WELLNESS 2024 HUNTERS PL FRANKLIN TN 371222461 N/A PC GRANT TO SUPPORT BUILDING 25 WELLS IN 2025 IN NIGER 100000 14060119 0 14 1411063 18 2907869 0 4318932 0 4318932 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 31500 15750 15750 3M CO 105208 105208 A O SMITH CORP 69370 69370 ABB LTD ADR 290981 290981 ABBOTT LABORATORIES 143423 143423 ABBVIE INC COM 286630 286630 ADDUS HOMECARE CORP COM 53775 53775 ADOBE INC 52472 52472 AIR PROD & CHEM INC 218690 218690 ALLIANCE BERNSTEIN INCOME 182630 182630 ALPHABET INC CL A 440122 440122 ALPHABET INC CL C 41516 41516 ALPS IDOG 82106 82106 AMAZON COM INC 457428 457428 AMER BEACON AHL MNGD FUT 4141101 4141101 AMERICAN ELEC PWR CO INC 65668 65668 AMERICAN EXPRESS CO 247523 247523 AMERICAN GLOBAL BALANCED F2 1421115 1421115 AMERICAN INC FD OF AMERICA F2 1999902 1999902 AMERICAN NEW WORLD F2 72605 72605 AMGEN INC 303385 303385 ANALOG DEVICES INC 315078 315078 ANGEL OAK MULTI STRAT INC I 149718 149718 APPLE INC 872463 872463 ARK GENOMIC REVOLUTION ETF 32327 32327 ARTISAN SUSTAIN EMRG MKTS 202463 202463 ASTRAZENECA PLC ADR 120622 120622 ATMOS ENERGY CP 83562 83562 AUTOMATIC DATA PROCESSING 336932 336932 BAKER HUGHES COMPANY CL A 37369 37369 BANK OF AMERICA CORP 33314 33314 BECTON DICKINSON & CO 136576 136576 BERKSHIRE HATHAWAY A(HLDG CO) 2723680 2723680 BERKSHIRE HATHAWAY CL-B NEW 519006 519006 BHP GROUP LIMITED ADR 31398 31398 BLACKROCK EN GLBL DIV TR 403196 403196 BLACKROCK EN INT DIV TR 96408 96408 BROADCOM INC 95054 95054 BUNGE GLOBAL SA 126904 126904 CENCORA INC 171655 171655 CHEVRON CORP 204369 204369 CHUBB LTD 374663 374663 CINCINNATI FINANCIAL OHIO 91537 91537 CISCO SYS INC 414637 414637 CLEARBRIDGE ENERGY MIDSTREAM 186160 186160 COCA COLA CO 284466 284466 COLGATE PALMOLIVE CO 185275 185275 CONAGRA BRANDS INC 35381 35381 CONSTELLATION ENERGY CORP 108723 108723 CROWN CASTLE INC 164276 164276 CULLEN FROST BANKERS INC 153045 153045 CUMMINS INC 291778 291778 DANAHER CORPORATION 106052 106052 DEERE & CO 152532 152532 DNOW INC 58129 58129 EATON CORP PLC SHS 541944 541944 ECOLAB INC 91385 91385 ELI LILLY & CO 302624 302624 EMERSON ELECTRIC CO 252817 252817 EQT CORPORATION COM 54640 54640 EVERSOURCE ENERGY COM 91314 91314 EXTRA SPACE STORAGE INC 93949 93949 EXXON MOBIL CORP 99072 99072 FIRST TRUST LOW DURATION OPP 34945 34945 FIRST TRUST SMID CAP RIS DIV 507994 507994 FREEPORT-MCMORAN CL-B 13633 13633 FS MULTI STRATEGY ALTERN I 303829 303829 FT ENERGY INCOME ETF 116940 116940 FT NORTH AMERICAN ENERGY INFRA 326625 326625 FULLER&THALER BHV SMCP EQ INST 425732 425732 GAMCO GLOBAL GOLD NAT RES 389456 389456 GENL DYNAMICS CORP 62974 62974 GLOBAL X NASD 1OO COV CALL 677420 677420 HARTFORD DYNAMIC BOND I 408303 408303 HOME DEPOT INC 347368 347368 HONEYWELL INTL INC 111364 111364 INTL BUSINESS MACHINES CORP 77380 77380 INVESCO QQQ TRUST, SERIES 1 88443 88443 INVESCO S&P 500 PURE VALUE ETF 133872 133872 IQVIA HOLDINGS INC 105722 105722 IRON MOUNTAIN INC 254366 254366 ISHARES ASIA 50 ETF 355158 355158 ISHARES INC MSCI JAPAN ETF 68979 68979 ISHARES MSCI EAFE GRWTH ETF 204989 204989 ISHARES MSCI INDIA ETF 38217 38217 ISHARES MSCI PAC EX-JPN ETF 96689 96689 ISHARES MSCI SOUTH KOREA ETF 25852 25852 ISHARES U.S. HEALTHCARE ETF 126737 126737 JANUS HENDERSON GLB EQ INC I 1417375 1417375 JOHNSON & JOHNSON 434294 434294 JPMORGAN CHASE & CO 717931 717931 JPMORGAN EQUITY PREMIUM 65757 65757 KENVUE INC 67274 67274 KINDER MORGAN INCORP 344747 344747 KOPERNIK GLB ALL CAP INSTL 1897542 1897542 KOPERNIK INTL I 1036459 1036459 L3HARRIS TECHNOLOGIES INC 60561 60561 LINDE PLC 134812 134812 LOCKHEED MARTIN CORP 249773 249773 LOCORR MACRO STRATEGIES I 147061 147061 MASTERCARD INC CL A 61609 61609 MC DONALDS CORP 195386 195386 MCKESSON CORP 265578 265578 MEDTRONIC PLC SHS 103844 103844 MERCK & CO INC NEW COM 88040 88040 METLIFE INCORPORATED 180300 180300 MFS GROWTH I 1406974 1406974 MFS INTERNATIONAL EQUITY I 1550309 1550309 MFS TOTAL RETURN BD I 1923192 1923192 MICROSOFT CORP 1019608 1019608 MONDELEZ INTL INC COM 116593 116593 MONSTER BEVERAGE CORP NEW COM 69379 69379 MSIF GLOBAL CONCENTRATED I 380467 380467 NETEASE.COM INC ADS 61733 61733 NEXTERA ENERGY INC 145889 145889 NORTHROP GRUMMAN CP(HLDG CO) 178330 178330 NOV INC 187931 187931 NUCOR CORPORATION 45750 45750 NUTRIEN LTD 74732 74732 NUVEEN MULTI MKT INCOME FD COM 128212 128212 NUVEEN S&P 500 BUY-WRITE INC 84458 84458 ORACLE CORP 50992 50992 PACKAGING CORP AMER 258674 258674 PALO ALTO NETWORKS INC 368651 368651 PAYCHEX INC 189718 189718 PEPSICO INC NC 136398 136398 PERMANENT PORTFOLIO INC 1021180 1021180 PFIZER INC 63911 63911 PHILIP MORRIS INTL INC 106510 106510 PHILLIPS 66 COM 182858 182858 PROCTER & GAMBLE 256169 256169 PROLOGIS INC COM 161192 161192 PROSHARES SHORT QQQ 5311 5311 PUBLIC SERVICE ENTERPRISE GP 85588 85588 PUBLIC STORAGE 117081 117081 QUALCOMM INC 74045 74045 R P M INC 115922 115922 RANGE RESOURCES CORP 89950 89950 REPUBLIC SERVICES INC 31988 31988 ROBO GLOBAL ROBOTICS & AUT ETF 205293 205293 RTX CORPORATION 261990 261990 S&P GLOBAL INC COM 113551 113551 SALESFORCE INC 173517 173517 SBA COMMUNICATNS CORP NEW CL A 65216 65216 SEMPRA 322371 322371 SERVICENOW INC 212024 212024 SHERWIN WILLIAMS COMPANY OHIO 288601 288601 SONOCO PRODUCTS CO 44356 44356 SPDR DJIA TRUST 664631 664631 SPDR EURO STOXX 50 ETF 220094 220094 SPDR PORTF EMER MARKET ETF 231371 231371 SPDR S&P OIL & GAS EXP & PR 65655 65655 STATE STREET CORP 118271 118271 STRYKER CORP 108735 108735 TESLA INC 70268 70268 TEXAS INSTRUMENTS 101255 101255 THERMO FISHER SCIENTIFIC 171676 171676 THOMSON REUTERS CORP 286439 286439 T-MOBILE US INC COM 21190 21190 TRANE TECHNOLOGIES PLC 337586 337586 TRAVELERS COMPANIES INC COM 137789 137789 U S BANCORP COM NEW 88820 88820 UGI CORPORATION NEW COM 100781 100781 UNITEDHEALTH GP INC 210438 210438 VANGUARD FTSE EMERGING MARKETS 57824 57824 VANGUARD FTSE EUROPE ETF 115261 115261 VANGUARD UTILITIES ETF 838181 838181 VERIZON COMMUNICATIONS 118410 118410 VISA INC CL A 331210 331210 WALMART INC 1011649 1011649 WILLIAMS CO INC 114301 114301 WISDOMTREE TR US QTLY DIV 301221 301221 WISDOMTREE TR US QTLY DIV GRT 200625 200625 WISDOMTREE TR US S CAP DIV GRW 99745 99745 WK KELLOGG CO 72374 72374 XCEL ENERGY INC 115324 115324 ILLINOIS AG990-IL FILING FEE 15 0 15 OFFICE SUPPLIES 3371 0 3371 OTHER INVESTMENT EXPENSES 73672 73672 0 CHANGE IN UNREALIZED GAINS/(LOSSES) 3059058 INVESTMENT FEES 236017 236017 0 FOREIGN TAXES 27959 27959 0