2025-06-30T15:37:48-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990PF 2024-01-01 562475540 THE WEISMAN FAMILY FOUNDATION C/O ROBERT D WEISMAN WEIS 5615824567 1216 N ATLANTIC DRIVE LANTANA FL 33462 ROBERT WEISMAN TRUSTEE 5615824567 2025-06-15 1 0 SUSAN TEICHER CPA CFP P00226488 5167472000 2025-06-30 2024 2025-03-06 01:10:19Z X 6559926 X X 23271 23271 66954 57685 639561 2902757 639561 -31878 0 697908 720517 0 0 0 10500 10500 0 35466 35466 0 3658 3658 0 33729 33729 0 83353 83353 0 299700 299700 383053 83353 299700 314855 637164 18010 29733 29733 24535 122989 122989 2750144 3196014 4595211 1819172 1709919 1811993 4611861 5058655 6559926 0 0 X 0 0 0 0 4611861 5058655 4611861 5058655 4611861 5058655 4611861 314855 131939 5058655 0 5058655 WF 1120207 1114074 6133 6133 WF 920727 646417 274310 274310 WF 36226 16701 19525 19525 CS 20367 19894 473 473 CS 668469 337134 331335 331335 K-1 URSULA CAPITAL PARTNERS 13929 -13929 -13929 K-1 URSULA CAPITAL PARTNERS 6275 -6275 -6275 CS X 6960 51075 33752 17323 17323 CS X 6960 47538 36220 11318 11318 CS X 6960 36199 38800 -2601 -2601 CS X 6960 1897 1897 1897 WF 52 52 52 639561 8857 0 8857 0 8857 323 0 25000 0 25323 460 16006 16006 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 N/A ROBERT AND FRANCES WEISMAN 5615824567 1216 N ATLANTIC DRIVE LANTANA FL 33462 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT WEISMAN 1216 N ATLANTIC DRIVE LANTANA FL 33462 TRUSTEE 3.00 0 0 0 FRAN WEISMAN 1216 N ATLANTIC DRIVE LANTANA FL 33462 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 4595211 160825 1575216 6331252 0 0 6331252 94969 6236283 311814 311814 8857 8857 302957 0 302957 0 302957 299700 0 299700 302957 0 0 19501 19740 39241 299700 0 0 0 299700 0 3257 3257 35984 0 0 0 0 0 0 0 35984 16244 19740 X ADAPTIVE SPORTS CENTER OF CRESTED BUTTE 10 CRESTED BUTTE WAY CRESTED BUTTE CO 81224 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10451 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 ALLIANCE FOR CANCER GENE THERAPY 96 CUMMINGS POINT RD STAMFORD CT 06902 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 ALZHEIMER'S ASSN 255 N MICHIGAN AVE FL 17 CHICAGO IL 60601 TO HELP SUPPORT CHARITABLE CONTRIBUTIONS 5000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 BASKIN PALMER EYE INST 7101 FAIRWAY DR PALM BEACH GARDENS FL 33418 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 BRAIN AND BEHAVIOR RESEARCH FOUNDATION 60 CUTTER MILL RD GREAT NECK NY 11021 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 90000 CANINE ASSISTANTS 3160 FRANCIS RD ALPHARETTA GA 30004 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 COLORADO CASAGAL ASSOC 1660 S ALBION ST DENVER CO 80222 TO HELP SUPPORT CHARITABLE ORGANIZATIONS -1300 COLORADO CROSS- DISABILITY COALITION 1385 S COLORADO BLVD SUITE 610-A DENVER NY 80222 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 CORAL REEF ALLIANCE 1330 BROADWAY SUITE 600 OAKLAND CA 94612 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 3000 CREDE REPATORY THEATER 124 N MAIN ST CREEDE CO 81130 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 CURE SMA 925 BUSSE RD ELK GROVE VILLAGE IL 60007 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 85000 DENVER CHILDRENS HOME 1501 ALBION ST DENVER CO 80220 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 EASTERSEALS OF CO 393 S HARLAN ST SUITE 250 LAKEWOOD CO 80226 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DR LAKELAND FL 33801 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 GRAND YOUTH ADVENTURES PO BOX 454 TABERNASH CO 80478 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 HEAR THE OVARIAN WHISPER PO BOX 3504 JUPITER FL 33469 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 JEWISH NATIONAL FUND 42 E 69TH ST NEW YORK NY 10021 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10000 KUNC COMMUNITY RADIO FOR NORTHERN COLORADO 1901 56TH AVE STE 200 GREELEY CO 80634 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1500 LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM PA 18015 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1500 LIEBER INSTITUTE 855 N WOLFE ST SUITE 300 BALTIMORE MD 21205 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10000 LONGMONT COMMUNITY MUSEUM 400 QUAIL RD LONGMONT CO 80501 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 MDA SUMMER CAMP 11 EAST 44TH STREET FL 17 NEW YORK NY 10017 TO HELP SUPPORT CHARITABLE ORGANIZATIONS -1000 MEMORIAL FOUNDATION 50 BROADWAY NEW YORK NY 10004 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 MEMORIAL SLOAN KETTERING 1275 YORK AVE NEW YORK NY 10065 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 MORSELIFE FOUNDATION 4920 LORING DR WEST PALM BEACH FL 33417 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 MOUNTAIN STATES CHILDREN'S HOME 14780 N 107TH ST LONGMONT CO 80504 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 NATIONAL PARK CONSERVATION ASSOC 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 NORMANDY PARK COMMUNITY CENTER 1500 SW SHOREBROOK DRIVE NORMANDY PARK WA 98166 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1500 NORMANDY PARK POLICE FOUNDATION 801 SW 174TH STREET NORMANDY PARK WA 98166 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1500 NORTHWESTERN MEMORIAL FOUNDATION 420 E SUPERIOR ST 10 CHICAGO IL 60611 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 30000 NORTON MUSEUM OF ART 1451 SOUTH OLIVE AVE WEST PALM BEACH FL 33401 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 OSLO FOUNDATION PO BOX 464 TABERNASH CO 80478 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 OUR CENTER 303 ATWOOD ST LONGMONT CO 80501 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 PALM BEACH DRAMAWORKS 201 CLEMATIS ST WEST PALM BEACH FL 33401 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 PALM BEACH ZOO 1301 SUMMIT BLVD WEST PALM BEACH FL 33405 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 PLANNED PARENTHOOD 434 W 33RD ST NEW YORK NY 10001 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 7500 RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 ROCKY MOUNTAIN CHAPTER CURE SMA 2000 S COLORADO BLVD DENVER CO 80222 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 SUSTAINABLE CB PO BOX 1866 CRESTED BUTTE CO 81224 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 TRUSTBRIDGE HOSPICE FOUNDATION 300 EAST AVE WEST PALM BEACH FL 33407 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 3000 URBAN LEAGUE OF GREATER MADISON-- 2222 S PACK STREET SUITE 200 MADISON WI 53713 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 WOMEN'S WORK 2586 S RD POUGHKEEPSIE NY 12601 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 SUSTAINABLE CB PO BOX 1866 CRESTED BUTTE CO 81224 TO HELP SUPPORT CHARITABLE ORGANIZATIONS -500 SHIUR 269 S BEVERLY DR 684 BEVERLY HILLS CA 90212 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 BURIEN CARES 909 151TH STREET BURIEN WA 98166 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 FRIENDS OF THE PALM BEACH COUNTY LIBRARY 3650 SUMMIT BLVD WEST PALM BEACH FL 33406 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 AVERTE 2122 LOWER PLAIN BRADFORD VT 05033 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 FAIRFIELD FOUNDATION PO BOX 157 WHITE MARSH VA 23183 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500 EAGLE HILL 45 GLENVILLE RD GREENWICH CT 06831 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 MIAMI RESCUE A REEF 4600 RICKENBACKER CAUSEWAY KEY BISCAYNE FL 33149 TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1500 299700 0 14 23271 14 66954 18 639561 URSULA K-1 900099 -11942 STEEL PARTNERS 900099 452 NUVEEN 900099 -339 URSULA K-1 900099 -20049 -31878 729786 0 697908 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10500 10500 0 CORPORATE STOCKS, BONDS AND OTHER INVESTMENTS - DETAILS AVAILABLE 3196014 4595211 INVESTMENT IN URSULA CAPITAL PARTNERS LP AT COST 1566228 1564825 INVESTMENT IN NUVEEN CLO INSURANCE FUND LP AT COST 133300 236777 INVESTMENT IN STEEL PARTNERS HOLDINGS LP AT COST 10391 10391 K-1 URSULA CAPITAL PARTNERSHIP 32947 32947 0 ADR FEES AND OTHER INVESTMENT EXPENSES 782 782 0 URSULA K-1 -11942 -11942 STEEL PARTNERS 452 0 452 NUVEEN -339 0 -339 URSULA K-1 -20049 -20049 K-1 URSULA CAPITAL PARTNERS - UNREALIZED GAIN/(LOSS) ON SECURITIES 131939 ADVISORY FEES 35466 35466 0 FEDERAL EXCISE TAX 0 0 0 NYS CORP TAX/FILING FEE 500 500 0 FOREIGN TAX PAID 3158 3158 0