2025-02-14T14:43:51-06:00 2024-09-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990PF 2023-10-01 136158848 THE SPEYER FAMILY FOUNDATION INC SPEY 2127150300 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 KATHERINE G FARLEY VP & TREASURER 2127150300 2025-02-14 1 0 JIA CHIN P01068961 2127589700 2023 2025-03-06 01:10:19Z X 5018564 X 27240 73057 73057 115099 115099 233984 2068429 258008 5187 5187 0 454567 451351 0 0 0 0 0 10400 0 0 0 6000 0 0 6000 13966 13546 0 0 30366 13546 0 6000 1926000 1926000 1956366 13546 0 1932000 -1501799 437805 0 24797 3085 3085 199690 704200 704200 0 989810 1010066 833323 577023 895066 1504921 232803 241399 3078059 1632191 2164748 5640790 4139112 5018564 0 0 X 0 0 0 0 5640790 4139112 5640790 4139112 5640790 4139112 5640790 -1501799 121 4139112 0 4139112 PUBLICLY TRADED SECURITIES - NT #7789 P 122912 121544 1368 1368 PUBLICLY TRADED SECURITIES - NT #7789 P 397992 310918 87074 87074 PUBLICLY TRADED SECURITIES - NT #7790 P 229523 86399 143124 143124 PUBLICLY TRADED SECURITIES - NT #7790 P 4932 2698 2234 2234 PUBLICLY TRADED SECURITIES - NT #2951 P 325449 325769 -320 -320 PUBLICLY TRADED SECURITIES - NT #2951 P 960000 959877 123 123 810 SHARES-VICTORY CAP HLDGS INC DEL CL A D 27621 3216 24405 24405 258008 3282 6085 0 6085 0 6085 32917 0 0 0 32917 X 0 26832 26832 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 1 1 N/A KATHERINE G FARLEY 2127150300 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JERRY I SPEYER 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 PRESIDENT & SECRETARY 25.00 0 0 0 KATHERINE G FARLEY 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 VP & TREASURER 25.00 0 0 0 VALERIE PELTIER 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 DIRECTOR 2.00 0 0 0 LAURA SPEYER 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 DIRECTOR 2.00 0 0 0 HOLLY LIPTON 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) 0 0 4926048 471074 0 5397122 0 0 5397122 80957 5316165 265808 265808 6085 6085 259723 0 259723 0 259723 1932000 0 1932000 259723 0 0 954068 3532061 799365 8354329 1405853 15045676 1932000 0 0 0 259723 1672277 0 0 16717953 0 0 0 0 0 0 954068 15763885 3532061 799365 8354329 1405853 1672277 JERRY I SPEYER KATHERINE G FARLEY X 1898 FOUNDATION 233 ANDERSON HILL RD PURCHASE NY 10577 NONE PC GENERAL SUPPORT 10000 COMMUNITY FUNDS INC 909 THIRD AVENUE 22ND FLOOR NEW YORK NY 10022 NONE PC GENERAL SUPPORT 200000 DALTON SCHOOLS INC 108 E 89TH STREET NEW YORK NY 10128 NONE PC GENERAL SUPPORT 25000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 200 SEAPORT BLVD BOSTON MA 02210 NONE PC GENERAL SUPPORT 400000 NEW YORK PRESBYTERIAN FUND INC 525 EAST 68TH STREET STREET BOX 156 NEW YORK NY 10065 NONE PC GENERAL SUPPORT 50000 PLAYWRIGHTS HORIZONS 416 WEST 42ND STREET NEW YORK NY 10036 NONE PC GENERAL SUPPORT 25000 SOUTHAMPTON HOSPITAL FOUNDATION INC 240 MEETING HOUSE LANE SOUTHAMPTON NY 11968 NONE PC GENERAL SUPPORT 15000 THE FRESH AIR FUND 633 THIRD AVENUE 14TH FLOOR NEW YORK NY 10017 NONE PC GENERAL SUPPORT 2000 THE PLAYWRIGHTS REALM 520 8TH AVENUE SUITE 320 NEW YORK NY 10018 NONE PC GENERAL SUPPORT 30000 HEBREW HOME FOR THE AGED AT RIVERDALE FOUNDATION INC 5901 PALISADE AVENUE RIVERDALE NY 10471 NONE PC GENERAL SUPPORT 10000 LEGAL ACTION CENTER 225 VARICK STREET 4TH FLOOR NEW YORK NY 10014 NONE PC GENERAL SUPPORT 50000 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 NONE PC GENERAL SUPPORT 50000 INTERNATIONAL RESCUE COMMITTEE INC 122 EAST 42ND STREET NEW YORK NY 101681289 NONE PC GENERAL SUPPORT 200000 SMITHSONIAN INSTITUTION HIRSHHORN GIFTS INDEPENDENCE AVENUE SW 7TH STREET SW WASHINGTON DC DC 20560 NONE PC GENERAL SUPPORT 25000 WHITE COLUMNS INC 91 HORATIO STREET NEW YORK NY 10014 NONE PC GENERAL SUPPORT 5000 SOCRATES SCULPTURE PARK INC 32-01 VERNON BLVD QUEENS NY 11106 NONE PC GENERAL SUPPORT 5000 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC DC 20024 NONE PC GENERAL SUPPORT 60000 LINCOLN CENTER FOR THE PERFORMING ARTS 10 LINCOLN CENTER PLZ NEW YORK NY 10023 NONE PC GENERAL SUPPORT 80000 HORACE MANN SCHOOL 231 W 246TH STREET BRONX NY 10471 NONE PC GENERAL SUPPORT 100000 THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 NONE PC GENERAL SUPPORT 5000 METROPOLITAN MUSEUM OF ART 1000 5TH AVENUE NEW YORK NY 10028 NONE PC GENERAL SUPPORT 25000 THE NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK W NEW YORK NY 10024 NONE PC GENERAL SUPPORT 10000 CENTER FOR ART RESEARCH & ALLIANCES 225 W 13TH ST NEW YORK NY 10011 NONE PC GENERAL SUPPORT 75000 NEW YORK PHILHARMONIC AVERY FISHER HALL10 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL SUPPORT 75000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 NONE PC GENERAL SUPPORT 40000 COOP CAREERS INC 1177 AVENUE OF THE AMERICAS 5TH FLOOR NEW YORK NY 10036 NONE PC GENERAL SUPPORT 200000 THE CATHEDRAL OF ST JOHN THE DIVINE 1047 AMSTERDAM AVE NEW YORK NY 10025 NONE PC GENERAL SUPPORT 5000 THE CHAPEL & YORK US FOUNDATION INC 1350 AVENUE OF THE AMERICAS SUITE 266 NEW YORK NY 10019 NONE PC GENERAL SUPPORT 50000 FOUNDATION TO COMBAT ANTI-SEMITISM 1 PATRIOT PL FOXBOROUGH MA 02035 NONE PC GENERAL SUPPORT 18000 WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 NONE PC GENERAL SUPPORT 6000 NEW YORK CITY BALLET INC 20 LINCOLN CENTER NEW YORK NY 10023 NONE PC GENERAL SUPPORT 10000 THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION 2700 HORIZON DR KING OF PRUSSIA PA 19406 NONE PC GENERAL SUPPORT 10000 AMAZIN' METS FOUNDATION INC 41 SEAVER WAY FLUSHING NY 11368 NONE PC GENERAL SUPPORT 25000 BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 NONE PC GENERAL SUPPORT 20000 BOMB MAGAZINE 80 HANSON PL STE 703 BROOKLYN NY 11217 NONE PC GENERAL SUPPORT 10000 1926000 0 14 73057 14 115099 14 5187 18 233984 0 427327 0 427327 0 0 0 0 0 0 0 0 0 0 X X 1 JERRY I SPEYER 45 ROCKEFELLER PLAZA 7TH FLOOR NEW YORK NY 10111 27240 X 1 810 SHARES OF VICTORY CAP HLDGS INC DEL CL A 27240 2024-01-12 KPMG FEES 10400 0 0 0 ABBVIE INC 2.6% DUE 11-21-2024 REG 115604 120716 CITIGROUP INC 3.3% DUE 04-27-2025 117199 120683 ADR PROSUS N.V. 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