2025-09-04T14:07:02-05:00 2024-11-30 880583367 SPRING STREET TAX RESOURCES 12 CENTURY HILL DRIVE SUITE 104 LATHAM NY 12110 990PF 2023-12-01 770389983 THE TALBOTT FAMILY FOUNDATION TALB 2125495544 CO RCM PO BOX 5016 NEW YORK NY 101855016 VIVIENNE TALBOTT SECRETARY, TREASURER 2125495544 2025-09-04 1 0 WILLIAM SULLIVAN P02263405 5183278353 2023 2025-03-06 01:10:19Z X 6807397 X X 34297 34297 132902 132902 -12710 1098671 0 25172 0 25172 179661 167199 25172 0 0 0 0 78192 0 0 78192 12366 0 0 12366 40356 0 0 40356 79973 49973 0 30000 1276 1276 0 0 25757 0 0 22757 199101 0 25172 173929 1991 0 0 1991 87655 129 0 62526 526667 51378 25172 422117 365400 365400 892067 51378 25172 787517 -712406 115821 0 492460 237887 237887 292103 0 0 1688490 1795369 4219966 904722 690731 706574 1708600 1641700 1642970 5086375 4365687 6807397 10580 5580 10580 5580 X 0 0 0 0 5075795 4360107 5075795 4360107 5086375 4365687 5075795 -712406 0 4363389 3282 4360107 PUBLICLY TRADED 1012998 1000654 12344 12344 MOTORCYCLE - 1957 NSU 250 SUP P 2645 8000 -5355 -5355 MOTORCYCLE - 1965 TRIUMPH BON P 2017-11-18 2024-08-21 9465 10000 -535 -535 MOTORCYCLE - 1938 ZUNDAPP - VI P 13415 19900 -6485 -6485 MOTORCYCLE - 1969 HARLEY AERMA D 2016-01-16 2024-06-13 4240 6000 -1760 -1760 MOTORCYCLE - 1969 KAWASAKI MAC D 2019-12-31 2024-09-05 15160 23000 -7840 -7840 MOTORCYCLE - BMW M1000RR P 2024-01-18 2024-06-10 30400 43827 -13427 -13427 CAPITAL GAINS DIVIDENDS P 10348 10348 10348 -12710 1610 0 1610 0 1610 2198 0 2000 0 4198 0 2588 2588 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ROCKEFELLER CAPITAL MANAGEMENT 2125495544 PO BOX 5016 NEW YORK NY 101855016 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT S TALBOTT C/O RCM PO BOX 5016 NEW YORK NY 101855016 PRES, CHAIR 20.00 0 0 0 VIVIENNE TALBOTT C/O RCM PO BOX 5016 NEW YORK NY 101855016 SEC, TREAS 10.00 0 0 0 NONE 0 ROCKEFELLER CAPITAL MANAGEMENT PO BOX 5016 NEW YORK NY 10185 INVESTMENT, ADMINISTRATION, TAX 79973 0 MOTORCYCLE MUSEUM - THE FOUNDATION OPERATES A MOTORCYCLE MUSEUM FOR PUBLIC ENJOYMENT 421677 0 4827588 234429 422214 5484231 0 0 5484231 82263 5401968 270098 270098 1610 1610 268488 0 268488 0 268488 787517 0 787517 268488 0 0 180665 57762 25719 203784 215448 683378 787517 0 0 0 268488 519029 0 0 1202407 0 0 0 0 0 0 180665 1021742 57762 25719 203784 215448 519029 ROBERT S TALBOTT X AFRP PO BOX 51083 PACIFIC GROVE CA 93950 PC GENERAL SUPPORT 5000 AFRP PO BOX 51083 PACIFIC GROVE CA 93950 PC GENERAL SUPPORT 2500 AFRP PO BOX 51083 PACIFIC GROVE CA 93950 PC GENERAL SUPPORT 5000 AMERICAN RED CROSS OF THE CENTRAL COAST 431 18TH STREET NW WASHINGTON DC 20006 PC GENERAL SUPPORT 5000 CARMEL VALLEY HISTORICAL SOCIETY PO BOX 1612 CARAMEL VALLEY CA 93924 PC GENERAL SUPPORT 5000 CASA OF MONTEREY COUNTY 945 S MAIN ST STE 107 SALINAS CA 93901 PC GENERAL SUPPORT 5000 CASA OF MONTEREY COUNTY 945 S MAIN ST STE 107 SALINAS CA 93901 PC GENERAL SUPPORT 5000 COASTAL KIDS HOME CARE 427 PAJARO STREET STE 1-3 SALINAS CA 93901 PC GENERAL SUPPORT 5000 COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN RD MONTEREY CA 93940 PC GENERAL SUPPORT 10000 COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN RD MONTEREY CA 93940 PC GENERAL SUPPORT 5000 CV ANGEL PROJECT PO BOX 1305 CARAMEL VALLEY CA 93924 PC GENERAL SUPPORT 5000 CV ANGEL PROJECT PO BOX 1305 CARAMEL VALLEY CA 93924 PC GENERAL SUPPORT 7500 CVVIC PO BOX 2001 CARAMEL VALLEY CA 93924 PC GENERAL SUPPORT 1000 THE CARMEL VALLEY EQUINE EDUCATION ALLIANCE PO BOX 521 CARAMEL VALLEY CA 93924 PC GENERAL SUPPORT 5000 FOOD BANK MONTEREY COUNTY 353 WEST ROSSI STREET SALINAS CA 93907 PC GENERAL SUPPORT 5000 FOOD BANK MONTEREY COUNTY 353 WEST ROSSI STREET SALINAS CA 93907 PC GENERAL SUPPORT 10000 GSRNC PO BOX 1930 CUPERTINO CA 950151930 PC GENERAL SUPPORT 5000 GSRNC PO BOX 1930 CUPERTINO CA 950151930 PC GENERAL SUPPORT 5000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS ROAD YORKTOWN HEIGHTS NY 10598 PC GENERAL SUPPORT 5000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS ROAD YORKTOWN HEIGHTS NY 10598 PC GENERAL SUPPORT 10000 HOSPICE GIVING FOUNDATION 80 GARDEN CT 201 MONTEREY CA 93940 PC GENERAL SUPPORT 5000 HOSPICE GIVING FOUNDATION 80 GARDEN CT 201 MONTEREY CA 93940 PC GENERAL SUPPORT 5000 KEY FOR A CURE 820 PARK ROW NUMBER 588 SALINAS CA 93901 PC GENERAL SUPPORT 10000 KEY FOR A CURE 820 PARK ROW NUMBER 588 SALINAS CA 93901 PC GENERAL SUPPORT 5000 KEY FOR A CURE 820 PARK ROW NUMBER 588 SALINAS CA 93901 PC GENERAL SUPPORT 6900 KQED 2601 MARIPOSA ST SAN FRANCISCO CA 94110 PC GENERAL SUPPORT 5000 LEGAL SERVICES FOR SENIORS 11 THOMAS OWENS WAY SUITE 101 MONTEREY CA 93940 PC GENERAL SUPPORT 5000 MAX'S HELPING PAWS FOUNDATION 26388 CARAMEL RANCHO LANE SUITE D CARAMEL CA 93923 PC GENERAL SUPPORT 10000 MAX'S HELPING PAWS FOUNDATION 26388 CARAMEL RANCHO LANE SUITE D CARAMEL CA 93923 PC GENERAL SUPPORT 5000 MAX'S HELPING PAWS FOUNDATION 26388 CARAMEL RANCHO LANE SUITE D CARAMEL CA 93923 PC GENERAL SUPPORT 10000 MAX'S HELPING PAWS FOUNDATION 26388 CARAMEL RANCHO LANE SUITE D CARAMEL CA 93923 PC GENERAL SUPPORT 5000 MEALS ON WHEELS 1550 CRYSTAL DRIVE 1004 ARLINGTON VA 22202 PC GENERAL SUPPORT 10000 MEALS ON WHEELS 1550 CRYSTAL DRIVE 1004 ARLINGTON VA 22202 PC GENERAL SUPPORT 10000 MONTAGE HEALTH FOUNDATION PO BOX HH MONTEREY CA 93942 PC GENERAL SUPPORT 5000 NANCY'S PROJECT PO BOX 1 MONTEREY CA 93942 PC GENERAL SUPPORT 5000 NANCY'S PROJECT PO BOX 1 MONTEREY CA 93942 PC GENERAL SUPPORT 5000 PACIFIC REPERTORY THEATRE PO BOX 222035 CARAMEL CA 939222035 PC GENERAL SUPPORT 5000 PEACE OF MIND DOG RESCUE PO BOX 51554 PACIFIC GROVE CA 93950 PC GENERAL SUPPORT 5000 PEACE OF MIND DOG RESCUE PO BOX 51554 PACIFIC GROVE CA 93950 PC GENERAL SUPPORT 5000 PETA 501 FRONT ST NORFOLK VA 23510 PC GENERAL SUPPORT 10000 PROJECT OPEN HAND 730 POLK STREET SAN FRANCISCO CA 94109 PC GENERAL SUPPORT 5000 PROJECT OPEN HAND 730 POLK STREET SAN FRANCISCO CA 94109 PC GENERAL SUPPORT 5000 RANCHO CIELO PO BOX 6948 SALINAS CA 93912 PC GENERAL SUPPORT 10000 READ TO ME PROJECT PO BOX 6434 SALINAS CA 939126434 PC GENERAL SUPPORT 5000 READ TO ME PROJECT PO BOX 6434 SALINAS CA 939126434 PC GENERAL SUPPORT 5000 REDWINGS HORSE SANCTUARY PO BOX 186 PASO ROBLES CA 93447 PC GENERAL SUPPORT 5000 REDWINGS HORSE SANCTUARY PO BOX 186 PASO ROBLES CA 93447 PC GENERAL SUPPORT 5000 ROADRACING WORLD ACTION FUND INC PO BOX 1428 LAKE ELSINORE CA 92531 PC GENERAL SUPPORT 10000 RUNNIN FREE RANCH 1403 OLD BARDWELL RD ENNIS TX 75119 PC GENERAL SUPPORT 5000 RUNNIN FREE RANCH 1403 OLD BARDWELL RD ENNIS TX 75119 PC GENERAL SUPPORT 5000 SALVATION ARMY 16941 KEEGAN AVENUE CARSON CA 90746 PC GENERAL SUPPORT 5000 SANTA CLARA VALLEY COUNCIL NLUS PO BOX 48 MOFFETT FEDERAL AIRFIE CA 940350048 PC GENERAL SUPPORT 5000 SECOND CHANCE AT LOVE HUMANE SOCIETY PO BOX 396 TEMPLETON CA 93465 PC GENERAL SUPPORT 2500 SECOND CHANCE AT LOVE HUMANE SOCIETY PO BOX 396 TEMPLETON CA 93465 PC GENERAL SUPPORT 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 PC GENERAL SUPPORT 10000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 PC GENERAL SUPPORT 10000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLR WASHINGTON DC 20001 PC GENERAL SUPPORT 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 PC GENERAL SUPPORT 5000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 PC GENERAL SUPPORT 10000 365400 0 MUSEUM ADMISSION FEE 25172 14 34297 14 132902 18 -12710 0 154489 25172 179661 1A ADMISSION FEES ARE RECEIVED IN CONNECTION WITH THE 1A FOUNDATION'S DIRECT CHARITABLE ACTIVITY DESCRIBED IN PART 1A VIII-A. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 40356 0 0 40356 STARWOOD PPTY TR INC SER B NOTE 4.75000% 22871 24007 BLUE OWL CAPITAL CORPORATION NOTE 48483 49451 PACIFIC GAS &ELEC CO BOND CALL MAKE 48707 50714 SYNCHRONY BANK BOND CALL MAKE WHOLE 49225 50514 ARES CAPITAL CORP NOTE CALL MAKE WHOLE 49408 50764 CLIFFWATER CORPORATE LENDING FUND I 272296 280661 PIMCO INCOME FUND INSTITUTIONAL FUND 199741 200463 AMAZON.COM INC 49676 83156 AMPHENOL CORP CLASS A COM USD0.001 43944 77654 ANNALY CAPITAL MANAGEMENT INC PFD SER F 24566 25810 APPLE INC 33082 96482 ARES CAPITAL CORP COM 92536 104913 ATHENE HOLDING LTD 7.75000% PFD PERPTL 23800 27340 BANK AMERICA CORP 6 NCUM PFD SR GG 24556 25260 BRIGHTHOUSE FINL INC 6.25 NT 58 6.25000% 23016 24450 BROADCOM INC COM 30575 174350 CHIMERA INVESTMENT CORPORATION 8.00000% 23000 25230 DOUBLELINE YIELD OPPORTUNITIES COM 43242 48953 DTE ENERGY CO 33580 43779 GASLOG PARTNERS LP PFD 8.62500% PERPTL 20967 25985 M &T BK CORP FIX TO FLT PFD H 5.62500% 23590 25620 MICROSOFT CORP 33822 92974 NUVEEN FLOATING RATE INCOME FUND 28172 30355 RITHM CAPITAL CORP 7.125 SR B PFD 25530 25230 TRITON INTL LTD 8.00000% PFD PERPTL MTY 23000 25510 WELLS FARGO & CO NEW DEPOSITARY SHS 24956 25290 EATON VANCE ATLANTA CAP SMID CAP FD I 233744 506391 INVESCO EXCHANGE TRADED FD TR S&P500 EQL 154399 190628 ISHARES CORE S&P MID-CAP ETF 61900 67400 SELECT SECTOR SPDR TRUST TECHNOLOGY 107563 598311 SPDR S&P500 ETF TRUST TRUST UNIT 121557 463994 VANGUARD INDEX FDS VANGUARD GROWTH ETF 164508 642752 VANGUARD WHITEHALL FDS HIGH DIV YLD 272112 614515 VANGUARD WORLD FDS VANGUARD INFORMATION 53976 127634 LEGAL FEES 12366 0 0 12366 ROBERT S TALBOTT PRES, CHAIR 5580 2021-01 2024-11 UPON REQUEST 0.000000000000 ERRONEOUS DEPOSIT IN FOUNDATION'S ACCOUNT CASH OF $5,580 AND CASH OF $5,000 ON VARIOUS DATES MOTORCYCLE - 1914 INDIAN BOAR 40725 40725 40725 MOTORCYCLE - 1922 HARLEY DAVI 55000 55000 55000 MOTORCYCLE - 1929 SCOTT FLYIN 15000 15000 15000 MOTORCYCLE - 1931 HARLEY DAVI 112337 112337 115000 MOTORCYCLE - 1935 MOTO GUZZI 12000 12000 12000 MOTORCYCLE - 1942 HARLEY-DAVI 37400 37400 37400 MOTORCYCLE - 1945 CZ 125 - VI 10300 10300 10300 MOTORCYCLE - 1949 TRIUMPH BOB 35000 35000 35000 MOTORCYCLE - 1950 DUCATI 60 S 10500 10500 10500 MOTORCYCLE - 1951 MV AGUSTA 1 21000 21000 20000 MOTORCYCLE - 1952 MOTO GUZZI 8000 8000 8000 MOTORCYCLE - 1954 ADLER 250 R 10424 10424 10000 MOTORCYCLE - 1956 DUCATI 125C 58000 58000 50000 MOTORCYCLE - 1956 MV AGUSTA 1 15000 15000 15000 MOTORCYCLE - 1956 RUMI 125CC 52000 52000 30000 MOTORCYCLE - 1957 ISLO 175GS 18000 18000 18000 MOTORCYCLE - 1957 MONDIAL 125 100000 100000 100000 MOTORCYCLE - 1957 NSU 250 SUP 8000 0 0 MOTORCYCLE - 1958 HARLEY AERM 30000 30000 30000 MOTORCYCLE - 1960 MOTO GUZZI 6000 6000 15000 MOTORCYCLE - 1961 MOTO MORINI 30000 30000 30000 MOTORCYCLE - 1965 BMW R69S (R 25000 25000 30000 MOTORCYCLE - 1965 TRIUMPH BON 10000 0 0 MOTORCYCLE - 1966 BULTACO MET 8000 8000 8000 MOTORCYCLE - 1968 HODAKA/STEE 4975 4975 4975 MOTORCYCLE - 1970 BULTACO PUR 3000 3000 3000 MOTORCYCLE - 1970 PENTON WASS 5000 5000 5000 MOTORCYCLE - 1970 YAMAHA 125C 2636 2636 4500 MOTORCYCLE - 1974 CARABELLA 1 5525 5525 5525 MOTORCYCLE - 1975 BMW R90S OR 11500 11500 20000 MOTORCYCLE - 1975 CHANG JIANG 4400 4400 4500 MOTORCYCLE - 1976 BULTACO FRO 5000 5000 5000 MOTORCYCLE - 1976 BULTACO PUR 5000 5000 5000 MOTORCYCLE - 1977 MV AGUSTA 8 90000 90000 90000 MOTORCYCLE - 2001 VESPA ET2 C 2850 2850 10000 MOTORCYCLE - 2006 MV AGUSTA F 21285 21285 22000 MOTORCYCLE - 1966 MONTESA LAC 500 500 500 MOTORCYCLE - 1927 HARLEY DAVID 30885 30885 30885 MOTORCYCLE - 1932 HUSQVARNA MO 26485 26485 26485 MOTORCYCLE - 1934 ENGLISH COTT 25000 25000 25000 MOTORCYCLE - 1934 KOEHLER-ESCO 27585 27585 27585 MOTORCYCLE - 1938 RUDGE SPECIA 25000 25000 25000 MOTORCYCLE - 1938 ZUNDAPP - VI 19900 0 0 MOTORCYCLE - 1949 LAMBRETTA B1 7500 7500 7500 MOTORCYCLE - 1949 NORVIN (GREE 51785 51785 51785 MOTORCYCLE - 1953 CAPRIOLO SPO 22000 22000 15000 MOTORCYCLE - 1953 HUSQVARNA MO 16585 16585 16585 MOTORCYCLE - 1954 BIANCHI TONA 15000 15000 15000 MOTORCYCLE - 1954 MV AGUSTA DU 12000 12000 12000 MOTORCYCLE - 1956 CAPRIOLO 75C 17000 17000 17000 MOTORCYCLE - 1956 CM BOLOGNA 16000 16000 16000 MOTORCYCLE - 1956 GILERA SPORT 6000 6000 6000 MOTORCYCLE - 1956 MOTO DEVIL F 40000 40000 40000 MOTORCYCLE - 1956 MOTO PARILLA 14000 14000 14000 MOTORCYCLE - 1956 MOTOBI CATRI 14000 14000 14000 MOTORCYCLE - 1956 MV AGUSTA DI 18000 18000 18000 MOTORCYCLE - 1956 MV AGUSTA SQ 24000 24000 24000 MOTORCYCLE - 1956 TAURUS SUPER 24000 24000 24000 MOTORCYCLE - 1957 BSA GOLDSTAR 30000 30000 30000 MOTORCYCLE - 1957 DUCATI CUCCI 15485 15485 15485 MOTORCYCLE - 1957 MV AGUSTA GR 10000 10000 10000 MOTORCYCLE - 1958 MAS 175CC 24000 24000 24000 MOTORCYCLE - 1958 MOTO GUZZI C 6000 6000 6000 MOTORCYCLE - 1958 MV AGUSTA RA 14000 14000 14000 MOTORCYCLE - 1959 MV AGUSTA RA 10000 10000 15000 MOTORCYCLE - 1960 JAWA SPEEDWA 5000 5000 5000 MOTORCYCLE - 1961 MV AGUSTA CH 6000 6000 6000 MOTORCYCLE - 1962 DUCATI ELITE 16000 16000 16000 MOTORCYCLE - 1962 MOTO GUZZI L 8000 8000 8000 MOTORCYCLE - 1963 MOTO PARILLA 15500 15500 15500 MOTORCYCLE - 1964 DOT SCRAMBLE 4000 4000 4000 MOTORCYCLE - 1964 GARELLI 100 850 850 850 MOTORCYCLE - 1965 ROYAL ENFIEL 6500 6500 6500 MOTORCYCLE - 1966 BSA VICTOR 7000 7000 7000 MOTORCYCLE - 1966 HONDA 305 SC 6000 6000 6000 MOTORCYCLE - 1968 GREEVES MOTO 5500 5500 5500 MOTORCYCLE - 1969 DUCATI SCRAM 12000 12000 12000 MOTORCYCLE - 1969 HARLEY AERMA 6000 0 0 MOTORCYCLE - 1969 KAWASAKI MAC 23000 0 0 MOTORCYCLE - 1970 HARLEY DAVID 35000 35000 35000 MOTORCYCLE - 1971 BSA GOLDSTAR 5798 5798 5500 MOTORCYCLE - 1972 MV AGUSTA GT 12000 12000 12000 MOTORCYCLE - 1973 BULTACO SHER 5500 5500 5500 MOTORCYCLE - 1973 MV AGUSTA MI 7500 7500 7500 MOTORCYCLE - 1973 MV AGUSTA MI 5000 5000 5000 MOTORCYCLE - 1974 CZ - VIN #98 1700 1700 1700 MOTORCYCLE - 1974 HODAKA SUPER 4650 4650 4650 MOTORCYCLE - 1974 HONDAL ELSIN 3250 3250 3250 MOTORCYCLE - 1975 HARLEY DAVID 13000 13000 13000 MOTORCYCLE - 1976 YAMAHA GT80 3300 3300 3300 MOTORCYCLE - 1978 YAMAHA TZ350 5500 5500 5500 MOTORCYCLE - 1981 BMW R 80GS 5500 5500 5500 MOTORCYCLE - 1997 DUCATI 916 9000 9000 9000 MOTORCYCLE - 2005 THRUXTON (YE 5585 5585 5585 MUSEUM (ANTIQUE CUSTOMIZED) DO 10000 10000 10000 MUSEUM POSTER (FRAMED) - WELCO 3000 3000 3000 TOY - LIL PETRO MICROMINI BIKE 400 400 400 BASIS ADJUSTMENT 3282 BANK CHARGES 129 129 0 0 INSURANCE PREMIUMS - DCA 40883 0 0 40883 OFFICE SUPPLIES 13734 0 0 13734 POSTAGE/DELIVERY SERVICE 5280 0 0 5280 ADVERTISING 483 0 0 483 WEBSITE 707 0 0 707 SUBSCRIPTIONS 892 0 0 892 LEGAL SETTLEMENT 25000 0 0 0 LICENSES AND PERMITS 364 0 0 364 REPAIRS 183 0 0 183 MUSEUM ADMISSION FEE 25172 25172 INVESTMENT MANAGEMENT 79973 49973 0 30000 PROPERTY TAXES 13689 0 0 13689 PAYROLL TAXES 5982 0 0 5982 FEDERAL TAXES PAID 3000 0 0 0 UNEMPLOYMENT CONTRIBUTIONS 2886 0 0 2886 CA DOJ 200 0 0 200