2024-09-05T15:05:39-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990PF 2023-01-01 272238037 LUCAS KAEMPFER FOUNDATION INC LUCA 7038802299 6400 GEORGETOWN PIKE MCLEAN VA 22101 JOSEPH W KAEMPFER JR PRESIDENT 7038802299 2024-09-03 1 0 SUSAN TEICHER CPA CFP P00226488 2126976900 2024-09-03 X 2023 2024-08-08 14:25:15Z X 2821469 X 15873 135746 135746 24504 405262 24504 176123 160250 0 0 0 121 61 61 3387 1694 1694 105000 0 105000 25 0 0 22183 19684 1146 130716 21439 107901 455000 455000 585716 21439 562901 -409593 138811 13518 680 680 2217439 478987 478987 169728 346615 346511 0 1079861 1329077 597935 685696 663706 5320 2508 2508 3003940 2594347 2821469 0 0 X 0 0 0 0 3003940 2594347 3003940 2594347 3003940 2594347 3003940 -409593 0 2594347 0 2594347 PUBLICLY TRADED SECURITIES 216530 216935 -405 -405 PUBLICLY TRADED SECURITIES 148576 149950 -1374 -1374 1,524 SHS SPORTRADAR GROUP AG CLASS A ORD SHS 18914 3673 15241 15241 150 SHS AIRBNB INC COM CL A 21190 10200 10990 10990 CAPITAL GAINS DIVIDENDS P 52 52 52 24504 1929 0 1929 0 1929 2817 0 0 0 2817 0 888 888 0 0 0 0 0 0 0 0 0 0 0 1 1 DE VA 1 0 1 0 0 1 N/A THE FOUNDATION 7038802299 6400 GEORGETOWN PIKE MCLEAN VA 221012210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH W KAEMPFER JR 1 CHARMERS LANDING WESTPORT CT 06880 PRESIDENT 1.00 0 0 0 GEORGIANA WARNER 2227 49TH STREET NW WASHINGTON DC 20007 VICE-PRESIDENT 1.00 0 0 0 ANNA L KAEMPFER 42 REMSEN STREET APT 1 BROOKLYN NY 11201 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1183993 1668788 0 2852781 0 0 2852781 42792 2809989 140499 140499 1929 1929 138570 0 138570 0 138570 562901 0 562901 138570 0 0 391578 329964 396772 567710 574026 2260050 562901 0 0 0 138570 424331 0 0 2684381 0 0 0 0 0 0 391578 2292803 329964 396772 567710 574026 424331 JOSEPH W KAEMPFER JR ANNA L KAEMPFER X ARCADIA 9000 RICHMOND HWY ALEXANDRIA VA 22309 PC PRESERVE ENDANGERED CULTURAL HERITAGE, PROTECT ENDANGERED ECOSYSTEMS 20000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NE WASHINGTON DC 20017 PC SUPPORT FOR SOLVING HUNGER PROBLEMS 150000 CAPITAL CLUBHOUSE INC 1517 18TH ST NW WASHINGTON DC 20036 PC SUPPORT TO THOSE WITH MENTAL ILLNESS 25000 CASA 220 I ST NE SUITE 285 WASHINGTON DC 20002 PC ADVOCATE FOR CHILDREN IN FOSTER CARE 40000 DC FOOD PROJECT PO BOX 32028 WASHINGTON DC 20007 PC SUPPORT FOR SOLVING HUNGER PROBLEMS 30000 FRIENDS OF ANACOSTIA PARK 600 PENNSYLVANIA AVENUE SE UNIT 15178 WASHINGTON DC 20003 PC MAINTAIN ANACOSTIA PARK 20000 GENERATION HOPE 415 MICHIGAN AVENUE NE SUITE 430 WASHINGTON DC 20017 PC ENSURE STUDENT PARENTS HAVE OPPORTUNITIES TO SUCCEED AND EXPERIENCE ECONOMIC ABILITY 20000 HORTON'S KIDS 400 VIRGINIA AVE SW SUITE C130 WASHINGTON DC 20024 PC PROVIDE FOOD, CLOTHING, ETC. TO CHILDREN 20000 LIFE PIECES TO MASTERPIECES PO BOX 15127 WASHINGTON DC 20003 PC SUPPORT EDUCATIONAL NEEDS 20000 SASHA BRUCE YOUTHWORK 741 8TH ST SE WASHINGTON DC 20003 PC PROVIDE SERVICES TO HOMELESS YOUTH 60000 SOUL TRAK OUTDOORS 2628 SHERIDAN RD SE 1 WASHINGTON DC 20020 PC OFFER OUTDOOR ACTIVITIES TO THE COMMUNITY TO GET OUT AND GET ACTIVE 30000 THEARC WASHINGTON BALLET 3515 WISCONSIN AVE NW WASHINGTON DC 20016 PC PROMOTE THE ARTS 20000 455000 0 14 135746 18 24504 0 160250 0 160250 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH W KAEMPFER JR 1 CHARMERS LANDING WESTPORT CT 06880 42869 X X 1 150 SHARES OF AIRBNB 21728 2023-07-17 1 1,524 SHARE OF SPORTRADAR 19141 2023-08-14 TAX & ACCOUNTING FEES 3387 1694 1694 CARDINAL HEALTH INC 3.41% 46292 47972 FORD MOTOR CREDIT 3.81% 24550 24989 TARGET CORP SR NT 4.4% 24919 25244 INTERNATIONAL BUSINESS 4.75% 49988 50656 DTE ENERGY CI ST 4.875% 11/01/2023 49974 50434 BP CAP MKTS AMER INC SR GLBL NT DTD 4.234% 39241 39755 WEC ENERGY GROUP 4.75% 49934 49989 WELLESLEY COLLEGE MASS 4.046% 07/01/2033 32719 33418 MARKEL CORP SR 3.35% 09/17/2029 CALL 32130 32080 NATIONAL PENN BANCSHARES DTD 09/16/2014 4.250% 09/30/2024 NONCALLABLE 30011 29622 OLD REPUBLIC INTL CORP 4.875% 10/01/2024 CALL 30286 0 DTE ENERGY CO ST 4.22% 11/01/2024 30000 29650 SYNCHRONY FINANCIAL SR 4.875% 06/13/2025 CALL 19986 19658 LOCKHEED MARTIN CORP 5.25% 01/15/2023 CALL 29906 31819 OLD REP INTL CORP SR 3.875% 08/26/2026 CALL 28775 29765 CAPITAL ONE FINL CORP SR VAR 05/10/2028 CALL 30000 29484 CITIGROUP INC SR NR DTD 07/24/17 VAR 07/24/2028 CALLABLE 27062 28591 JPMORGAN CHASE & CO SR NR VAR 07/25/2028 CALL 25058 25007 UNITED HEALTH GROUP INC 4.00% 05/15/2029 CALL 24910 24633 TOYOTA MTR CR CORP 4.45% 06/29/2029 29996 30143 ILLUMINA INC SR NT 5.75% 12/13/2027 CALL 29959 30797 PFIZER INVT ENTERPRISES 4.65% 44920 45317 SIMON PROPERTY GROUP INC 1034941 1283760 156073 156895 190542 189616 DIVIDENDS RECEIVABLE AT COST 2155 2155 PURCHASED INTEREST AT COST 353 353 LEGAL AND CONSULTING FEES 121 61 61 INVESTMENT ADVISORY FEES 18849 18849 0 MISCELLANEOUS EXPENSES 835 835 0 INSURANCE EXPENSE 1146 0 1146 OTHER DEDUCTIONS 1353 0 0 CONSULTING FEES 105000 0 105000 JOSEPH W KAEMPFER JR 1 CHARMERS LANDING WESTPORT CT 06880 DELAWARE FRANCHISE TAX 25 0 0