2025-11-13T15:49:43-06:00 2024-12-31 208013235 WELLSPRING FINANCIAL ADVISORS 5900 LANDERBROOK DR STE 100 CLEVELAND OH 44124 990PF 2024-01-01 346513655 FIRMAN FUND FIRM 2163670680 5900 LANDERBROOK DRIVE 1100 CLEVELAND OH 44124 JENNIFER STATON TREASURER 2163670680 2025-11-11 1 0 ROBERT W JACKSON P00288633 2163670680 2025-11-11 2024 2025-03-06 01:10:19Z X 9460898 X X 124900 124900 2082134 5489377 2082796 2065 -1803 2209099 2205893 0 0 0 3465 2772 693 61895 48800 12200 9214 9014 200 2854 1979 0 32519 32138 0 109947 94703 13093 501833 501833 611780 94703 514926 1597319 2111190 40187 12017 12017 27762 97213 97213 4767053 7139776 7544768 1958151 1141466 1806900 6793153 8390472 9460898 0 0 X 7858654 7858654 0 0 -1065501 531818 6793153 8390472 6793153 8390472 6793153 1597319 0 8390472 0 8390472 PUBLICLY TRADED SECURITIES 76521 75063 1458 1458 PUBLICLY TRADED SECURITIES 20144 20681 -537 -537 PUBLICLY TRADED SECURITIES 84735 84768 -33 -33 PUBLICLY TRADED SECURITIES 30430 28135 2295 2295 PUBLICLY TRADED SECURITIES 5185425 3197934 1987491 1987491 PUBLICLY TRADED SECURITIES - FROM PARTNERSHIPS 2008 2008 2008 PUBLICLY TRADED SECURITIES - FROM PARTNERSHIPS 90073 90073 90073 CAPITAL GAINS DIVIDENDS P 41 41 41 2082796 29346 0 29346 0 29346 10694 0 25000 0 35694 0 6348 6348 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 N/A WELLSPRING FINANCIAL ADVISORS 2163670680 5900 LANDERBROOK DRIVE SUITE 100 CLEVELAND OH 44124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHANIE FIRMAN 5900 LANDERBROOK DRIVE SUITE 100 CLEVELAND OH 44124 TRUSTEE 3.00 0 0 0 NEIL A BROWN 5900 LANDERBROOK DRIVE SUITE 100 CLEVELAND OH 44124 SECRETARY 3.00 0 0 0 JENNIFER STATON 5900 LANDERBROOK DRIVE SUITE 100 CLEVELAND OH 44124 TREASURER 1.00 0 0 0 ROBERT C WEBSTER III 5900 LANDERBROOK DRIVE SUITE 100 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 PAMELA W MURPHY 5900 LANDERBROOK DRIVE SUITE 100 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 9470600 115261 0 9585861 0 0 9585861 143788 9442073 472104 472104 29346 325 29671 442433 0 442433 0 442433 514926 0 514926 442433 0 0 106769 73967 35976 84048 300760 514926 0 0 0 442433 72493 0 0 373253 0 0 0 0 0 0 106769 266484 73967 35976 84048 72493 X AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 PC ANNUAL FUND 10000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 PC DIASTER RELIEF 10000 ASPEN CNT FOR ENVIRONMENT 100 PUPPY SMITH STREET ASPEN CO 81611 PC ANNUAL FUND 3000 ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS CT BASALT CO 81621 PC ANNUAL FUND 5000 ASPEN EDUCATION FNDN PO BOX 2200 ASPEN CO 81612 PC ANNUAL FUND 3000 ASPEN HISTORICAL SOCIETY 620 W BLEEKER ST ASPEN CO 81611 PC ANNUAL FUND 1500 ASPEN HOPE CENTER PO BOX 1115 BASALT CO 81621 PC ANNUAL FUND 3000 ASPEN MOUNTAIN RESCUE 37925 HIGHWAY 82 ASPEN CO 80611 PC ANNUAL FUND 3000 ASPEN YOUTH CENTER 861 MAROON CREEK ROAD ASPEN CO 81611 PC ANNUAL FUND 3000 BOCA GRANDE HEALTH CLINIC 280 PARK AVENUE BOCA GRANDE FL 33921 PC ANNUAL FUND 10000 CAMP JACOB 2723 CAMP JACOB ROAD CLINTWOOD VA 24228 PC ANNUAL FUND 5000 CLEVELAND CLINIC PO BOX 931517 CLEVELAND OH 44193 PC CANCER RESEARCH 10000 CLEVELAND MUSEUM OF NATURAL HISTORY 1 WADE OVAL DRIVE CLEVELAND OH 44106 PC ANNUAL FUND 10000 COLORADO ACADEMY 3800 S PIERCE DENVER CO 80235 PC ANNUAL FUND 20000 DENVER BOTANICAL GARDEN 1007 YORK STREET DENVER CO 80206 PC ANNUAL FUND 5000 DENVER MUSEUM OF SCIENCE 2001 COLORADO BLVD DENVER CO 80205 PC ANNUAL FUND 33333 EATING DISORDER FOUNDATION 3003 E THIRD AVE 110 DENVER CO 80206 PC ANNUAL FUND 15000 FLORENCE CRITTENTON SERVICES 96 S ZUNI ST DENVER CO 80223 PC ANNUAL FUND 2500 FRIENDS OF LAKESIDE LAB 1838 HIGHWAY 86 MILFORD IA 51351 PC ANNUAL FUND 1000 FRIENDS OF THE BOCA GRANDE COMMUNITY CENTER 131 1ST STREET W BOCA GRANDE FL 33921 PC ANNUAL FUND 17000 FRIENDS OF VAIL MOUNTAIN RESCUE PO BOX 1094 EDWARDS CO 81632 PC ANNUAL FUND 5000 GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOC PO BOX 446 BOCA GRANDE FL 33921 PC ANNUAL FUND 10000 HATHAWAY BROWN SCHOOL 19600 NORTH PARK BLVD CLEVELAND OH 44106 PC ANNUAL FUND 5000 HAWKEN SCHOOL 12465 COUNTY LINE ROAD CLEVELAND OH 44080 PC ANNUAL FUND 5000 HOSPICE OF SW GEORGIA 910 SOUTH BROAD STREET THOMASVILLE GA 31792 PC ANNUAL FUND 5000 ISLAND SCHOOL PO BOX 1090 BOCA GRANDE FL 33921 PC ANNUAL FUND 5000 JOHANN FUST LIBRARY PO BOX 309 BOCA GRANDE FL 33921 PC ANNUAL FUND 10000 KIDZ 1ST FUND 1400 VILLAGE SQUARE BLVD TALLAHASSEE FL 32312 PC ANNUAL FUND 2000 KIPP COLORADO SCHOOLS 1390 LAWERENCE ST DENVER CO 80204 PC ANNUAL FUND 10000 MACLAY SCHOOL 3737 N MERIDIAN ROAD TALLAHASSEE FL 32312 PC BOOSTERS 8000 MACLAY SCHOOL 3737 N MERIDIAN ROAD TALLAHASSEE FL 32312 PC ANNUAL FUND 35000 MICHAEL J FOX FOUNDATION CHURCH ST STATION PO BOX 780 NEW YORK NY 10008 PC ANNUAL FUND 10000 MISS HALL'S SCHOOL 492 HOLMES ROAD PITTSFIELD MA 01202 PC ANNUAL FUND 20000 MOFFITT CANCER CENTER 12902 MAGNOLIA DRIVA TAMPA FL 33612 PC LEUKEMIA RESEARCH 10000 ROCKY MOUNTAIN CHILDREN'S HEALTH FNDN 5394 MARSHALL ST ARVADA CO 80002 PC ANNUAL FUND 10000 SECOND CHANCE CENTER 9722 E 16TH AVENUE AURORA CO 80010 PC ANNUAL FUND 2500 SECOND HARVEST OF BIG BEND 4446 ENTREPOT BLVD TALLAHASSEE FL 32310 PC ANNUAL FUND 5000 ST JUDE'S HOSPITAL 262 DANNY THOMAS WAY MEMPHIS TN 38105 PC ANNUAL FUND 10000 TALL TIMBERS RESEARCH 13093 HENRY BEADEL DRIVE TALLAHASSEE FL 32312 PC RESEARCH FUND 35000 TALLAHASSEE MUSEUM OF HISTORY 3945 MUSEUM DRIVE TALLAHASSEE FL 32312 PC ANNUAL FUND 10000 THE CHILDREN'S HOSPITAL FOUNDATION 13123 E 16TH AVE B045 AURORA CO 80045 PC ANNUAL FUND 40000 THE ETHEL WALKER SCHOOL 230 BUSY HILL ROAD SIMSBURY CT 06070 PC ANNUAL FUND 5000 THE VAIL VALLEY FOUNDATION PO BOX 6550 AVON CO 81620 PC ANNUAL FUND 5000 THERE WITH CARE 2825 WILDERNESS PLACE BOULDER CO 80301 PC ANNUAL FUND 15000 US SPORTSMAN'S ALLIANCE 801 KINGSMILL PARKWAY COLUMBUS OH 43229 PC ANNUAL FUND 5000 WESTMINSTER SCHOOL 995 HOPMEADOW STREET SIMSBURY CT 06070 PC ANNUAL FUND 5000 CHILDREN'S MUSEUM OF DENVER 2121 CHILDRENS MUSEUM DR DENVER CO 80211 PC ANNUAL FUND 2000 HEADQUARTERS MENTAL HEALTH 23400 TWO RIVERS RD 46 BASALT CO 81621 PC ANNUAL FUND 5000 OKOBOJI PROTECTIVE ASSOCIATION PO BOX 242 OKOBOJI IA 51355 PC ANNUAL FUND 2000 ROARING FORK EARLY LANGUAGE & LITERACY ALLIANCE PO BOX 437 ASPEN CO 81612 PC ANNUAL FUND 5000 SAMARITAN'S PURSE - NC HELENE RELIEF PO BOX 3000 BOONE NC 28607 PC DISASTER RELIEF 5000 SCHOOL IN THE WOODS MONTESSORI 4176 E FLORIDA AVE DENVER CO 80222 PC ANNUAL FUND 5000 BOCA GRANDE DISASTER FUND PO BOX 1468 BOCA GRANDE FL 33921 PC DISASTER RELIEF 20000 501833 0 14 124900 18 2082134 OTHER INCOME - PARTNERSHIPS 14 36 ROYALTY INCOME - PARTNERSHIPS 15 533 OTHER INCOME - PARTNERSHIPS 551112 3868 01 -2372 3868 2205231 0 2209099 0 0 0 0 0 0 0 0 0 0 APPLE GROWTH PARTNERS 1895 800 200 H & I ADVISORS 20000 16000 4000 WELLSPRING ADVISORS 40000 32000 8000 BESSEMER EQUITIES & FUNDS 7139776 7544768 BESSEMER ALTERNATIVE INVESTMENTS AT COST 1141466 1806900 LEGAL FEES - BAKER 3465 2772 693 PNC BANK FEES 154 0 0 FROM PARTNERSHIPS 32365 32138 0 OTHER INCOME - PARTNERSHIPS 36 36 36 ROYALTY INCOME - PARTNERSHIPS 533 533 533 OTHER INCOME - PARTNERSHIPS 1496 -2372 1496 BESSEMER TRUST 9014 9014 0 STATE OF OHIO ATTY GENERAL 200 0 200 FOREIGN TAXES - BESSEMER 1830 1830 0 FOREIGN TAXES - FROM PARTNERSHIP 149 149 0 STATE TAXES 252 0 0 FEDERAL EXCISE/INCOME TAX 623 0 0