2025-08-04T14:58:36-05:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990PF 2024-04-01 651069761 THE MARIANNE AND BUD SIEGAL FAMILY FOUNDATION INC MARI 9413668010 244 OSPREY POINT ROAD OSPREY FL 34229 MARIANNE SIEGAL PRESIDENT 9413668010 2025-08-04 1 0 BRIAN DOYLE P01389789 5167472000 2025-08-04 2024 2025-03-06 01:10:19Z X 225589 X 20000 1 1 9352 9352 -560 14660 0 28793 9353 0 0 0 10500 2100 8400 176 0 0 2188 2188 0 12864 4288 8400 4700 4700 17564 4288 13100 11229 5065 10951 23004 23004 70891 62165 80410 146021 153923 122175 227863 239092 225589 0 0 X 227863 239092 0 0 0 0 227863 239092 227863 239092 227863 11229 0 239092 0 239092 ABRDN LIFE SCIENCES .392 SHRS 2024-09-30 2024-09-30 6 6 0 0 EXELON CORP 15 SHRS 2024-03-26 2024-11-21 588 553 35 35 ABRDN LIFE SCIENCES 78 SHRS 2024-05-30 1016 1500 -484 -484 AMERICAN TOWER CORP 7 SHRS 2024-05-30 1311 1596 -285 -285 CVS HEALTH CORP COM 20 SHRS 2024-05-30 1075 1573 -498 -498 EQUINIX INC. 2 SHRS 2024-06-04 1512 1490 22 22 EXELON CORP 70 SHRS 2024-11-21 2744 2642 102 102 MCDONALDS CORP 5 SHRS 2024-09-18 1469 1282 187 187 PROSHARES TR S&P 500 DV ARIST 32 SHRS 2024-06-04 3118 2870 248 248 ABRDN LIFE SCIENCES .273 SHRS 2025-01-10 2025-01-13 4 4 0 0 VANECK MORNINGSTAR WIDE MOAT 17 SHRS 2024-03-26 2025-01-23 1625 1501 124 124 AMERICAN TOWER CORP 1 SHR 2024-03-26 2024-05-30 187 195 -8 -8 ABRDN LIFE SCIENCES .386 SHR 2024-06-28 2024-06-28 5 8 -3 -3 -560 70 0 70 0 70 0 0 0 0 0 0 70 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A MARIANNE BOLLACI SIEGAL 9413668010 244 OSPREY POINT ROAD OSPREY FL 34229 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIANNE BOLLACI SIEGAL 244 OSPREY POINT ROAD OSPREY FL 34229 PRESIDENT 0.00 0 0 0 FREDERICK T BOLLACI 244 OSPREY POINT ROAD OSPREY FL 34229 TREASURER & SECRETARY 0.00 0 0 0 DAVID S BAND 2070 RINGLING BLVD SARASOTA FL 34237 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 195037 13883 0 208920 0 0 208920 3134 205786 10289 10289 70 70 10219 0 10219 0 10219 13100 0 13100 10219 594 0 0 13100 594 0 0 10219 2287 0 0 2287 0 0 0 0 0 0 0 2287 2287 MARIANNE BOLLACI SIEGAL X MARIANNE BOLLACI SIEGAL 244 OSPREY POINT ROAD OSPREY FL 34229 9413666660 NO SPECIFIC FORM NO SUBMISSION DEADLINES DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT PURPOSE OF FOUNDATION FLORIDA RISING STARS FOUNDATION INC 14370 91ST AVENUE SEMINOLE FL 33776 NONE PUBLIC CHARITY UNRESTRICTED 1000 FLORIDA WINEFEST AND AUCTION INC (CARING FOR CHILDREN CHARITIES) PO BOX 4193 SARASOTA FL 34230 NONE PUBLIC CHARITY UNRESTRICTED 2000 MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE WEST BRADENTON FL 34205 NONE PUBLIC CHARITY UNRESTRICTED 1700 4700 0 14 1 14 9352 18 -560 0 8793 0 8793 0 0 0 0 0 0 0 0 0 0 X X 1 MARIANNE BOLLACI SIEGAL 244 OSPREY POINT ROAD OSPREY FL 34229 20000 X ACCOUNTING FEES 10500 2100 8400 ABBVIE INC COM 1887 2933 ALTRIA GROUP INC 1654 2161 AMERICAN ELEC PWR CO INC 3251 4043 APPLE INC 2158 3110 BLACKSTONE INC 1029 1817 BRISTOL MYERS SQUIBB CO 1907 1830 BROADCOM INC 950 3349 CHEVRON CORP 1057 1673 CISCO SYS INC 2335 2900 COCA COLA CO 1514 1862 COLGATE PALMOLIVE CO 1358 1687 CROWN CASTLE INC 2091 1563 DIGITAL REALTY TRUST INC 1533 1576 DOW INC 2278 1432 EATON CORP PLC SHS 1378 2175 ELI LILLY & CO 1468 3304 ENERGY TRANSFER LP COM UT LTD (ET) 1567 1878 EXXON MOBILE CORP 978 1546 GLOBAL MED REIT INC 1979 1627 GSK PLC ADR 1448 1433 HEALTHPEAK PROPERTIES INC 3512 2831 INNOVATIVE INDL PPTYS INC CL A 1437 865 INTERNATIONAL PAPER CO 1551 2081 INTL BUSINESS MACHINES CORP 1694 3233 JP MORGAN CHASE & CO 1153 2208 LYONDELLBASELL NV CL-A 1466 1126 MICROSOFT CORP 1651 2252 NEXTERA ENERGY INC 3712 3544 NRG ENERGY INC 1573 4105 PEPSICO INC NC 1318 1199 PHILIP MORRIS INTL INC 1667 2698 SEAGATE TECHNOLOGY HLDINGS PLC 1629 2124 SEMPRA (SRE) 1609 1570 WALMART INC 1240 2283 WASTE MGMT INC 2343 3473 WELLTOWER INC. 790 919 ABRDN HLTC OPPORTUNITIES FUND AT COST 2220 2456 ABRDN LIFE SCIENCES INVESTORS AT COST 3969 2360 ABRDN WORLD HEALTHCARE FUND AT COST 3182 2802 ARES CAPITAL CORP AT COST 1488 1751 BLACKROCK HIGH EQ INCOME INST AT COST 3361 3330 BLACKROCK SCIENCE AND TECH TRS AT COST 1722 1419 COHEN & STEERS LTD DUR PFD & INC AT COST 3164 3237 EATON VANCE TAX MGD DIVE EQU FD AT COST 3047 3191 FIRST TR INTERM DUR PRF & INC FD AT COST 3039 3255 FIRST TRUST DJ GL SEL DVD AT COST 3180 3364 FT NORTH AMERICAN ENERGY INFRA AT COST 2934 4049 FT TR ETF MULTI-ASSET DVRS INC AT COST 3154 3303 FT-PREFERRED SECUR & INC ETF AT COST 3212 3201 GLOBAL SUPERDIVIDEND US ETF AT COST 4061 4314 HERCULES CAPITAL INC AT COST 1208 1652 INDEPENDENCE REALTY TRUST INC (F/K/A STEADFAST APARTMENT REIT) AT COST 20710 26515 JP MORGAN EQUITY PREMIUM INCO AT COST 3112 3143 NEUBERGER BERMAN NEXT GEN FUND AT COST 1014 1654 NORTHSTAR HEALTHCARE AT COST 48662 9060 NUVEEN S&P 500 BUY-WRITE INC AT COST 3094 3162 PACER GBL CASH COWS DIVIDEND AT COST 2830 3365 PGIM TOTAL RETURN BOND Z AT COST 6617 6682 TRANSAMERICA SHT TERM BOND I AT COST 4886 4994 VANECK BDC INCOME ETF AT COST 2304 2380 FT VEST S&P 500 DIVIDEND ARI AT COST 4606 4547 VGIM AAA CLO ETF AT COST 3285 3284 TRANSAMERICA BOND I AT COST 6454 6263 UNIT FIRST TRUST 60-40 TARGET INCOME 2 F AT COST 3408 3442 BROKER FEES 2105 2105 0 OTHER FEES 83 83 0 FEDERAL TAX 176 0 0