2026-08-12T13:30:36-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990PF 2025-01-01 364152920 JACKSON KEMPER FOUNDATION JACK 2244064861 6 BRUCE CIRCLE NORTH HAWTHORN WOODS IL 60047 JACKSON KEMPER JR PRESIDENT 2244064861 2026-08-07 1 THURE ROSS CPA P00577278 6305738600 2026-08-07 2025 2025-03-06 01:10:19Z X 47146789 X X 1600112 1600112 4141648 15845686 4141648 5741760 5741760 0 0 0 5071 2536 2535 32235 16118 16117 235414 220240 15174 99275 99275 0 5635 2760 2875 377630 340929 36701 15090475 15090475 15468105 340929 15127176 -9726345 5400831 301726 1886111 1886111 52961211 45260678 45260678 53262937 47146789 47146789 0 0 X 0 0 0 0 53262937 47146789 53262937 47146789 53262937 47146789 53262937 -9726345 3610197 47146789 0 47146789 PUBLICLY HELD SECURITIES 15547131 11704038 3843093 3843093 CAPITAL GAINS DIVIDENDS P 298555 298555 298555 4141648 75072 0 75072 0 75072 56000 0 21000 0 77000 0 1928 1928 0 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 205065 0 0 49920493 418838 0 50339331 0 0 50339331 755090 49584241 2479212 2479212 75072 75072 2404140 1100000 3504140 0 3504140 15127176 0 15127176 3504140 0 0 4773269 5918587 7180291 12322937 11625615 41820699 15127176 0 0 0 3504140 11623036 0 0 53443735 0 0 0 0 0 0 4773269 48670466 5918587 7180291 12322937 11625615 11623036 JACKSON KEMPER JR SHARON J KEMPER X AMERICAN HIMALAYAN FOUNDATION 550 CALIFORNIA ST SUITE 350 SAN FRANCISCO CA 94104 N/A PC GRANT TO SUPPORT OPERATIONS 200000 AMIGOS DE HONDURAS PO BOX 98293 SEATTLE WA 981980293 N/A PC GRANT TO SUPPORT SCHOOL LUNCHES WEST HONDURAS 4169486 ASSOCIATION FOR A MORE JUST SOCIETY PO BOX 888631 GRAND RAPIDS MI 49588 N/A PC GRANT TO SUPPORT OPERATIONS 300000 CAMBODIAN CHILDREN'S FUND 2309 SANTA MONICA BLVD PMB 833 SANTA MONICA CA 90404 N/A PC GRANT TO SUPPORT OPERATIONS 500000 CHILDREN OF THE NATIONS PO BOX 3970 SILVERDALE WA 98383 N/A PC GRANT TO SUPPORT OPERATIONS 400000 CITTA 67 HUDSON STREET BOX TH1 NEW YORK NY 10013 N/A PC GRANT TO SUPPORT OPERATIONS 200000 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 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 OPERATIONS 392767 EMERGENCY USA 31 W 34TH ST SUITE 8138 NEW YORK NY 10003 N/A PC GRANT TO SUPPORT SUDAN & UGANDA THROUGH FOOD & MEDICAL 330000 FISTULA FOUNDATION 1922 THE ALAMEDA STE 302 SAN JOSE CA 95126 N/A PC GRANT TO SUPPORT OPERATIONS 587381 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 291000 HAITI HEALTHCARE PARTNERS 4807 LAKEVIEW CANYON BLVD 640 WESTLAKE VILLAGE CA 91861 N/A PC GRANT TO SUPPORT OPERATIONS 30000 HAITIAN HEALTH FOUNDATION HHF 97 SHERMAN ST NORWICH CT 06360 N/A PC GRANT TO SUPPORT OPERATIONS 1000000 HOPE ETHIOPIA PO BOX 1303 MENLO PARK CA 94206 N/A PC GRANT TO SUPPORT ABRAHAM'S OASIS TO KARIN VAN DEN BOSCH 318000 HOPE FOR HAITI'S CHILDREN 12020 SOUTHWICK LN CINCINNATI OH 452411714 N/A PC GRANT TO SUPPORT OPERATIONS 500000 KIDS ALIVE INTERNATIONAL 2507 CUMBERLAND DR VALPARAISO IN 46383 N/A PC GRANT TO SUPPORT INTERNSHIPS 506500 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 MY AGRO 131 7TH AVENUE SUITE 160 NEW YORK NY 10011 N/A PC GRANT TO SUPPORT OPERATIONS 500000 NASHOTAH HOUSE 2777 MISSION RD NASHOTAH WI 53058 N/A PC GRANT TO SUPPORT BISHOP KEMPER SCHOLARSHIP 10300 NY SOCIETY OF THE CINCINNATI CHARITABLE T 150 E 93RD ST 8 NEW YORK NY 10128 N/A PC GRANT TO SUPPORT OPERATIONS 7000 ONE ACRE FUND 2070 GREEN BAY ROAD 183 HIGHLAND PARK IL 60035 N/A PC GRANT TO SUPPORT RWANDA & KENYA 500000 ORBIS INTERNATIONAL 520 8TH AVENUE 12TH FLOOR NEW YORK NY 10018 N/A PC GRANT TO SUPPORT CATARACT SURGERY 512608 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 1000701 REACHING UNREACHED NATIONS INTERNATIONAL PO BOX 6543 VIRGINIA BEACH VA 23456 N/A PC GRANT TO SUPPORT HERITAGE HOUSE EXTENSION PROJECT 188532 SEVA 1786 FIFTH ST BERKELEY CA 94710 N/A PC GRANT TO SUPPORT WINTER PEDIATRICS & TRAINING 341200 SIWOK FOUNDATION 435 SIOUX TRL GREENEVILLE TN 37743 N/A PC GRANT TO SUPPORT OPERATIONS 150000 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 TRINITY HOPE 237 CIRCLE VIEW DR FRANKLIN TN 37067 N/A PC GRANT TO SUPPORT FEEDING PROGRAM 1500000 WELLS 4 WELLNESS 2024 HUNTERS PL FRANKLIN TN 371222461 N/A PC GRANT TO SUPPORT WELLS IN NIGER 225000 WESTERN PA DIST CHURCH OF THE BRETHREN 115 SPRING RD HOLLSOPPLE PA 15935 N/A PC GRANT TO SUPPORT HOGAR DE NINOS 10000 15090475 0 14 1600112 18 4141648 0 5741760 0 5741760 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 32235 16118 16117 VANGUARD FTSE EMERGING MARKETS 70587 70587 STATE STREET SPDR S&P OIL&GAS 54923 54923 WISDOMTREE TR US QTLY DIV GRT 193795 193795 WILLIAMS CO INC 126952 126952 WALMART 1148749 1148749 VISA INC CL A 336331 336331 VERIZON COMMUNICATIONS 120602 120602 VANGUARD UTILITIES ETF 932417 932417 VANGUARD FTSE EUROPE ETF 151836 151836 U S BANCORP COM NEW 86603 86603 DNOW INC 59201 59201 TRAVELERS COMPANIES INC COM 145320 145320 TRANE TECHNOLOGIES PLC 340161 340161 T-MOBILE US INC COM 17055 17055 THOMSON REUTERS CORP 235556 235556 THERMO FISHER SCIENTIFIC 167461 167461 TEXAS INSTRUMENTS 93685 93685 TESLA INC 48120 48120 STRYKER CORP 106144 106144 PROLOGIS INC COM 194682 194682 STATE STREET CORP 146813 146813 ST STR HLTH CARE SEL SEC SPDR 47678 47678 PUBLIC SERVICE ENTERPRISE GP 81344 81344 ST STR UTILITIES SEL SEC SPDR 8538 8538 ST STR ENERGY SEL SEC SPDR 27899 27899 SPDR PORTF EMER MARKET ETF 282264 282264 SPDR EURO STOXX 50 ETF 235474 235474 SPDR DJIA TRUST 729505 729505 SHERWIN WILLIAMS COMPANY OHIO 262788 262788 SERVICE NOW INC 134041 134041 SEMPRA 341682 341682 SBA COMMUNICATIONS CORP NEW CL A 159193 159193 S&P GLOBAL INC COM 119151 119151 RTX CORPORATION 381472 381472 ROBO GLOBAL ROBOTICS & AUT ETF 239882 239882 REPUBLIC SERVICES INC 33697 33697 RANGE RESOURCES CORP 88150 88150 R P M INC 97968 97968 QUALCOMM INC 82446 82446 PUBLIC STORAGE 101465 101465 PROSHARES SHORT S&P500 1802 1802 PROCTER & GAMBLE 206223 206223 ISHARES MSCI SOUTH KOREA ETF 49388 49388 PHILLIPS 66 COM 206464 206464 PFIZER INC 72434 72434 PEPSICO INC NC 272114 272114 PAYCHEX INC 151780 151780 PALO ALTO NETWORKS INC 326402 326402 PACKAGING CORP AMER 236958 236958 ORACLE CORP 52236 52236 ONEOK INC 128258 128258 NUVEEN S&P 500 BUY-WRITE INC 88744 88744 NUVEEN MULTI MKT INCOME FD COM 128000 128000 NUTRIEN LTD 103072 103072 NUCOR CORPORATION 63939 63939 NOV INC 201189 201189 NORTHROP GRUMMAN CP 216680 216680 NEXTERA ENERGY INC 196766 196766 NETEASE.COM INC ADS 83260 83260 MSIF GLOBAL CONCENTRATED I 447394 447394 MONSTER BEVERAGE CORP NEW COM 88477 88477 MONDELEZ INTL INC COM 105076 105076 MICROSOFT CORP 1074604 1074604 MFS TOTAL RETURN BD I 359657 359657 METLIFE INCORPORATED 173826 173826 MERCK & CO INC NEW COM 336411 336411 MEDTRONIC PLC SHS 124878 124878 MCKESSON CORP 357646 357646 MC DONALDS CORP 205995 205995 MASTERCARD INC CL A 58801 58801 LOCORR MACRO STRATEGIES I 132336 132336 LOCKHEED MARTIN CORP 239900 239900 LINDE PLC 137298 137298 L3HARRIS TECHNOLOGIES INC 84548 84548 KOPERNIK INTL I 1595589 1595589 KOPERNIK GLB ALL CAP INSTL 2150099 2150099 KINDER MORGAN INCORP 325894 325894 JPMORGAN EQUITY PREMIUM INCO 65425 65425 JPMORGAN CHASE & CO 858394 858394 JOHNSON & JOHNSON 601397 601397 JANUS HENDERSON GLB EQ INC I 344692 344692 ISHARES U.S. HEALTHCARE ETF 141593 141593 ISHARES MSCI PAC EX-JPN ETF 111387 111387 XCEL ENERGY INC 126153 126153 ISHARES MSCI EAFE GRWTH ETF 241169 241169 FIRST TRUST SMID CAP RIS DIV 507395 507395 FS MULTI STRATEGY ALTERN I 300561 300561 ISHARES INC MSCI JAPAN ETF 83001 83001 ISHARES ASIA 50 ETF 510556 510556 IRON MOUNTAIN INC 200739 200739 IQVIA HOLDINGS INC 106168 106168 INVESCO S&P 500 PURE VALUE ETF 153386 153386 INVESCO QQQ TRUST, SERIES 1 93375 93375 INTL BUSINESS MACHINES CORP 104266 104266 HONEYWELL INTL INC 96179 96179 HOME DEPOT 307281 307281 HARTFORD DYNAMIC BOND I 438346 438346 HARTFORD DYNAMIC BOND 54179 54179 GLOBAL X NASD 100 COV CALL 637392 637392 GENL DYNAMICS CORP 70699 70699 GAMCO GLOBAL GOLD NAT RES 58700 58700 FULLERTHALER BHV SMCP EQ INST 476906 476906 FT NORTH AMERICAN ENERGY INFRA 258387 258387 FREEPORT-MCMORMAN CL-B 18183 18183 FIRST TRUST LOW DURATION OPP 187812 187812 CINCINNATI FINANCIAL OHIO 104035 104035 CISCO SYS INC 507242 507242 EXXON MOBIL CORP 110833 110833 EXTRA SPACE STORAGE INC 81778 81778 EVERSOURCE ENERGY COM 107055 107055 EQT CORPORATION COM 63516 63516 EMERSON ELECTRIC CO 270749 270749 ELI LILLY & CO 429872 429872 ECOLAB INC 102383 102383 EATON CORP PLC SHS 512483 512483 DEERE & CO 146655 146655 WISDOMTREE TR US S CAP DIV GRW 429466 429466 DANAHER CORPORATION 92484 92484 CUMMINS INC 416017 416017 CULLEN FROST BANKERS INC 144358 144358 CONSTELLATION ENERGY CORP 171689 171689 COLGATE PALMOLIVE CO 161043 161043 COCA COLA CO 305716 305716 CLEARBRIDGE ENERGY MIDSTREAM 133950 133950 FT ENERGY INCOME ETF 119220 119220 CHUBB LTD 423235 423235 ANALOG DEVICES INC 387002 387002 AMERICAN TOWER CORP 14572 14572 AMGEN INC 369206 369206 BUNGE GLOBAL SA 140390 140390 BROADCOM INC 141901 141901 BLACKROCK EN GLBL DIV TR 87087 87087 BLACK ROCK EN INT DIV TR 106757 106757 BHP GROUP LIMITED ADR 37550 37550 BERKSHIRE HATHAWAY CL-B NEW 503153 503153 BERKSHIRE HATHAWAY A 2264400 2264400 BECTON DICKINSON & CO 102081 102081 BANK OF AMERICA CORP 36410 36410 BAKER HUGHES COMPANY CL A 36341 36341 AUTOMATIC DATA PROCESSING INC 289641 289641 ATMOS ENERGY CP 100578 100578 ASTRAZENECA PLC ADR 148099 148099 ARTISAN SUSTAIN EMRG MKTS INV 284469 284469 ARK GENOMIC REVOLUTION ETF 34822 34822 APPLE INC 888982 888982 CENCORA INC 258041 258041 AMERICAN INC FD OF AMERICA F2 394820 394820 CHEVRON CORP 202553 202553 3M CO 130482 130482 AMERICAN NEW WORLD F2 93259 93259 AMERICAN GLOBAL BALANCED F2 965421 965421 AMERICAN EXPRESS CO 270064 270064 AMERICAN ELEC PWR CO INC 71838 71838 AMER BEACON AHL MNGD FUT STR Y 3176430 3176430 AMAZON COM INC 420785 420785 ALPS IDOG 109626 109626 ALPHABET INC CL C 68408 68408 ALPHABET INC CL A 636329 636329 ALLIANCE BERNSTEIN INCOME ADV 197027 197027 AIR PROD & CHEM INC 186253 186253 ADOBE INC 36399 36399 ADDUS HOMECARE CORP COM 40379 40379 ABBVIE INC COM 368554 368554 ABBOTT LABORATORIES 148343 148343 ABB LTD ADR 401701 401701 A O SMITH CORP 68017 68017 ISHARES MSCI INDIA ETF 39240 39240 LEGAL FEES 5071 2536 2535 ILLINOIS AG990-IL FILING FEE 115 0 115 OFFICE SUPPLIES 3617 1809 1808 UPS FEES 52 26 26 OTHER 1851 925 926 CHANGE IN UNREALIZED GAINS/(LOSSES) 2510197 RETURNED GRANT FUNDS 1100000 INVESTMENT FEES 205065 205065 0 CONSULTING FEES 27917 13959 13958 IT EXPENSE 2432 1216 1216 FOREIGN TAXES 21654 21654 0 FEDERAL EXCISE TAXES 77621 77621 0