2026-03-27T08:41:32-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2025-01-01 043341450 JEAN C TEMPEL FOUNDATION JEAN 6177308053 95 CARLTON STREET BROOKLINE MA 02446 JEAN C TEMPEL TRUSTEE 6177308053 2026-03-23 1 LAURA J KENNEY P00202198 6177170831 2026-03-23 2025 2025-03-06 01:10:19Z X 1793857 X 1027120 28931 29528 28184 2427342 473803 1084235 503331 0 0 0 5662 0 5662 35705 0 0 41367 0 5662 875000 875000 916367 0 880662 167868 503331 567654 1247456 1247456 1016718 503935 546401 1584372 1751391 1793857 0 0 X 1584372 1751391 1584372 1751391 1584372 1751391 1584372 167868 0 1752240 849 1751391 PUBLICLY TRADED SECURITIES P 1553611 1525427 28184 28184 PUBLICLY TRADED SECURITIES D 873731 428112 445619 445619 473803 6996 0 6996 0 6996 17320 0 0 0 17320 X 0 10324 10324 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JEAN C TEMPEL TRUSTEE 6177308053 95 CARLTON STREET BROOKLINE MA 02446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEAN C TEMPEL 95 CARLTON STREET BROOKLINE MA 02446 TRUSTEE 1.00 0 0 0 PETER A WILSON 95 CARLTON STREET BROOKLINE MA 02446 TRUSTEE 1.00 0 0 0 MAUREEN JOYCE 152 PARK STREET WEST ROXBURY MA 02132 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 609985 1616613 0 2226598 0 0 2226598 33399 2193199 109660 109660 6996 6996 102664 0 102664 0 102664 880662 0 880662 102664 0 0 5852 5250 41559 1227218 1279879 880662 0 0 0 102664 777998 0 0 2057877 0 0 0 0 0 0 5852 2052025 5250 41559 1227218 777998 JEAN C TEMPEL X BOSTON HEALTH CARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 PC TO SUPPORT CHARITABLE PURPOSES 50000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 PC TO SUPPORT CHARITABLE PURPOSES 15000 CAMP HARBOR VIEW FOUNDATION 81 NEWBURY STREET BOSTON MA 02116 PC TO SUPPORT CHARITABLE PURPOSES 50000 CATHOLIC CHARITIES OF BOSTON 275 W BROADWAY BOSTON MA 02127 PC TO SUPPORT CHARITABLE PURPOSES 20000 CATIE'S CLOSET 28 LOAN HILL ROAD DRACUT MA 01826 PC TO SUPPORT CHARITABLE PURPOSES 50000 CLERGY TRUST OF RCAB 66 BROOKS DRIVE BRAINTREE MA 02184 PC TO SUPPORT CHARITABLE PURPOSES 115000 COMMUNITY DAY CENTER OF WALTHAM 16 FELTON STREET WALTHAM MA 02453 PC TO SUPPORT CHARITABLE PURPOSES 5000 COMMUNITY SERVINGS 179 AMORY STREET JAMAICA PLAIN MA 02130 PC TO SUPPORT CHARITABLE PURPOSES 75000 CONNECTICUT COLLEGE 270 MOHEGAN AVENUE PARKWAY NEW LONDON CT 06320 PC TO SUPPORT CHARITABLE PURPOSES 20000 GAVIN FOUNDATION FOR EILEEN'S HOUSE FOR WOMEN 675 EAST 4TH STREET SOUTH BOSTON MA 02127 PC TO SUPPORT CHARITABLE PURPOSES 15000 GLOBAL RESPONSE MEDICINE ONE CONSTITUTION WHARF CHARLESTOWN MA 02129 PC UKRAINE MEDICAL EFFORTS FOR PTSD 10000 GREATER BOSTON FOOD BANK 70 S BAY AVENUE BOSTON MA 02118 PC TO SUPPORT CHARITABLE PURPOSES 30000 HEALTH EQUITY INTERNATIONAL ST BONIFACE HOSPITAL HAITI 399 REVOLUTION DRIVE STE 330 SOMERVILLE MA 02145 PC TO SUPPORT CHARITABLE PURPOSES 50000 MGH CANCER DEPARTMENT 55 FRUIT STREET BOSTON MA 02114 PC CANCER RESEARCH 50000 MGB HOMEBASE FOR VETERANS ONE CONSTITUTION WHARF CHARLESTOWN MA 02129 PC TO SUPPORT CHARITABLE PURPOSES 60000 NORTHEASTERN UNIVERSITY -TORCH PROGRAM 716 COLUMBUS AVENUE BOSTON MA 02120 PC SCHOLARSHIPS 15000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 PC TO SUPPORT CHARITABLE PURPOSES 50000 POPE ST JOHN XXIII SEMINARY 558 SOUTH AVENUE WESTON MA 02493 PC TO SUPPORT CHARITABLE PURPOSES 10000 PROJECT HOPE 550 DUDLEY STREET BOSTON MA 02119 PC TO SUPPORT CHARITABLE PURPOSES 5000 ROSE'S BOUNTY - FOOD PANTRY 77 STRATFORD STREET BOSTON MA 02132 PC TO SUPPORT CHARITABLE PURPOSES 10000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 PC TO SUPPORT CHARITABLE PURPOSES 10000 SISTERS OF ST JOSEPH OF BOSTON 637 CAMBRIDGE STREET BOSTON MA 02135 PC TO SUPPORT CHARITABLE PURPOSES 10000 ST CECILIA ROMAN CATHOLIC CHURCH 18 BELVIDERE STREET BOSTON MA 02115 PC TO SUPPORT CHARITABLE PURPOSES 30000 ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON MA 02116 PC TO SUPPORT CHARITABLE PURPOSES 10000 THE MARY ANN BRETT FOOD PANTRY 73 ROSECLAIR ST BOSTON MA 02125 PC TO SUPPORT CHARITABLE PURPOSES 30000 UMASS MEMORIAL MEDICAL CENTER 365 PLANTATION STREET ONE BIOTECH WORCESTER MA 01605 PC TO SUPPORT CHARITABLE PURPOSES 30000 WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 PC TO SUPPORT CHARITABLE PURPOSES 15000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD WOODS HOLE MA 02543 PC TO SUPPORT CHARITABLE PURPOSES 10000 ZOO NEW ENGLAND ONE FRANKLIN PARK ROAD BOSTON MA 02121 PC TO SUPPORT CHARITABLE PURPOSES 25000 875000 0 14 28931 18 28184 0 57115 0 57115 0 0 0 0 0 0 0 0 0 0 X X 1 JEAN TEMPEL 95 CARLTON STREET BROOKLINE MA 02446 1027120 X 1 2,000 SHS INVSC QQQ 1027120 2025-02-03 ACCOUNTING FEES 5662 0 5662 THE FOUNDATION MANAGERS OF THE JEAN C. TEMPEL FOUNDATION ARE MAKING AN ELECTION UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY QUALIFYING DISTRIBUTIONS IN EXCESS OF THE UNDISTRIBUTED INCOME OF THE PRECEDING TAX YEAR, 2018, TO THE UNDISTRIBUTED INCOME OF PRIOR TAX YEARS. ISHARES CORE S&P 500 ETF 300 SHARES 191250 204576 TJX COS INC NEW 1,500 SHARES 205875 230415 WALMART INC 1,000 SHARES 106810 111410 OTHER ADJUSTMENTS 849 FEDERAL TAXES 35705 0 0