2025-11-14T13:43:32-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990PF 2024-01-01 272238037 LUCAS KAEMPFER FOUNDATION INC LUCA 7038802299 6400 GEORGETOWN PIKE MCLEAN VA 22101 JOSEPH W KAEMPFER JR PRESIDENT 7038802299 2025-11-13 1 1 SUSAN TEICHER CFP P00226488 2126976900 2025-11-13 X 2024 2025-03-06 01:10:19Z X 2901618 X 6200 94137 94137 215318 1590859 215318 381 0 316036 309455 0 0 0 127 64 63 3707 1854 1853 5933 908 0 18697 17555 1142 28464 20381 3058 119630 119630 148094 20381 122688 167942 289074 680 579 579 478987 212288 212288 346615 247568 248323 1079861 1682193 1817553 685696 618372 621586 2508 1289 1289 2594347 2762289 2901618 0 0 X 0 0 0 0 2594347 2762289 2594347 2762289 2594347 2762289 2594347 167942 0 2762289 0 2762289 PUBLICLY TRADED SECURITIES 150117 150513 -396 -396 PUBLICLY TRADED SECURITIES 181763 190000 -8237 -8237 PUBLICLY TRADED SECURITIES 1258834 1034941 223893 223893 PUBLICLY TRADED SECURITIES 98 87 11 11 CAPITAL GAINS DIVIDENDS P 47 47 47 215318 4018 0 4018 0 4018 5888 0 2500 0 8388 2 4368 4368 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 2232618 665786 0 2898404 0 0 2898404 43476 2854928 142746 142746 4018 4018 138728 0 138728 0 138728 122688 0 122688 138728 0 0 329964 396772 567710 574026 424331 2292803 122688 0 0 0 122688 0 16040 16040 2276763 0 0 0 0 0 0 313924 1962839 396772 567710 574026 424331 JOSEPH W KAEMPFER JR ANNA L KAEMPFER X CAPITAL CLUBHOUSE INC 1517 18TH ST NW WASHINGTON DC 20036 PC SUPPORT TO THOSE WITH MENTAL ILLNESS 25000 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10001 PC PRESERVE INDIVIDUAL RIGHT AND LIBERTIES TO ALL PEOPLE IN THE U.S. 25000 BOWDOIN COLLEGE KAEMPFER FUND 5400 COLLEGE STATION BRUNSWICK ME 04011 PC PROVIDE STUDENTS WITH FINANCIAL SUPPORT FOR VISUAL ARTS COURSE SUPPLIES 12130 ENVIRONMENTAL FILM FESTIVAL 1800 M STREET NW FRNT 1 WASHINGTON DC 20033 PC ADVOCATE FOR & ADVANCE ENVIRONMENTAL ISSUES THROUGH FILM 25000 PREP FOR PREP 328 WEST 71ST STREET NEW YORK NY 10023 PC SUPPORT EDUCATION & LEADERSHIP OPPORTUNITIES FOR DIVERSE STUDENT POPULATION 25000 TREEDOM FOR ALL CORPORATION 115 E 34TH STREET UNIT 1745 NEW YORK NY 10156 PC PLANT OLIVE TREES TO EMPOWER PALESTINIAN FARMERS 7500 119630 0 14 94137 14 381 18 215318 0 309836 0 309836 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH W KAEMPFER JR 1 CHARMERS LANDING WESTPORT CT 06880 6200 X TAX & ACCOUNTING FEES 3707 1854 1853 UNITED HEALTH GROUP INC 4.00% 05/15/2029 CALL 24910 24150 SYNCHRONY FINANCIAL SR 4.875% 06/13/2025 CALL 19986 19980 TARGET CORP SR NT 4.4% 24919 23960 TOYOTA MTR CR CORP 4.45% 06/29/2029 29996 29520 MARKEL CORP SR 3.35% 09/17/2029 CALL 32130 32536 BP CAP MKTS AMER INC SR GLBL NT DTD 4.234% 39241 39161 CAPITAL ONE FINL CORP SR VAR 05/10/2028 CALL 30000 29903 CARDINAL HEALTH INC 3.41% 46292 48460 CITIGROUP INC SR NR DTD 07/24/17 VAR 07/24/2028 CALLABLE 27062 29060 DTE ENERGY CO ST 4.22% 11/01/2024 49974 49825 ILLUMINA INC SR NT 5.75% 12/13/2027 CALL 29959 30784 JPMORGAN CHASE & CO SR NR VAR 07/25/2028 CALL 25048 24992 JPMORGAN CHASE AND CO VAR 47533 47348 LOCKHEED MARTIN CORP 5.25% 01/15/2023 CALL 29906 30318 WEC ENERGY GROUP 4.75% 49934 49889 OLD REP INTL CORP SR 3.875% 08/26/2026 CALL 28775 29498 INTERNATIONAL BUSINESS 4.75% 49988 48983 WELLESLEY COLLEGE MASS 4.046% 07/01/2033 32719 33219 TERRENO REALTY CORP 25273 22710 LVMH MOET HENNESSY ADR 24368 20126 MICROSOFT CORP COM 85175 87672 MITSUBISHI UFJ FINANCIAL GROUP 22505 25596 MSCI INC COM 26664 30001 JPMORGAN CHASE & CO 34405 41949 KADANT INC COM 38030 42779 NASDAQ INC 29290 37418 ABB LTD SPON ADR 37773 41142 ISHARES GOLD TR ISHARES NEW ETF 49105 56491 NESTLE NAM SPON ADR 19877 15033 NEXTERA ENERGY INC COM 24675 26955 NIKE INC CL B COM 21004 18085 NOVARTIS AG SPONSORED ADR 50189 46709 NVIDIA CORP 72377 109581 SNOWFLAKE INC CL A COM 13076 12198 PEPSICO INC COM 24987 22505 PFIZER INVT ENTERPRISES 4.65% 44920 44525 SHELL PLC SPON ADS ADR 27725 24872 REGENERON PHARMA 32988 24219 ROPER TECHNOLOGIES INC COM 32167 30671 NATERA INC COM 20290 28336 INTUITIVE SURGICAL INC 29662 41235 TJX COS INC NEW COM 36896 43371 IMPINJ INC COM 23380 28471 ACCENTURE PLC IRELAND SHS CLASS A COM 34534 36586 ACCOR SA COM 15197 16665 ALPHABET INC CL A 65116 77424 AMAZON.COM INC 53355 67572 AMERICAN ELECTRIC POWER CO INC COM 16782 17708 APPLE INC COM 93581 119200 ASML HOLDING NV 31713 24258 AT&T INC SR GLOBAL 43711 43582 ATMOS ENERGY CORP 9505 10167 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 34117 37622 VISA INC COM CL A 36729 42981 CADENCE DESIGN SYSTEM INC 33119 35454 VERTEX PHARMA 38327 35035 SANDVIK AB 23604 19328 VERISON COMMUNICATIONS INC COM 19431 18995 COSTCO WHOLESALE CORP 34776 43065 DISNEY WALT CO COM 26187 27838 UNITED HEALTH GROUP INC COM 29117 28328 ECOLAB INC COM 28017 29290 EOG RESOURCES INC 16081 15323 FANUC LTD 26404 24410 GOLDMAN SACHS GROUP INC COM 29741 38938 ILLUMINA INC COM 24248 25791 T-MOBILE US INC COM 23712 23618 COGNEX CORP COM 19649 14523 SCHLUMBERGER LTD COM STK 28639 21202 117260 118780 130308 129543 PURCHASED INTEREST AT COST 446 446 DIVIDENDS RECEIVABLE AT COST 843 843 LEGAL AND CONSULTING FEES 127 64 63 INVESTMENT ADVISORY FEES 17555 17555 0 INSURANCE EXPENSE 1142 0 1142 OTHER INCOME 381 0 381 JOSEPH W KAEMPFER JR 1 CHARMERS LANDING WESTPORT CT 06880 DELAWARE FRANCHISE TAX 25 0 0 FEDERAL TAXES 5000 0 0 FOREIGN TAX PAID 908 908 0