2024-07-09T14:19:26-05:00 2023-12-31 472427769 H&CO LLP 2320 Ponce De Leon Blvd Coral Gables FL 33134 990PF 2023-01-01 650740464 MORRIS FAMILY FOUNDATION MORR 3058661405 1660 ONAWAY DR COCONUT GROVE FL 33133 Abbey Chase Director 3058661405 2024-07-09 1 Abbey Chase 999009999 0 Zahim Paez P01908728 3054448800 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 702800 X X 14855 14855 -2366 130695 0 1913 1913 0 14402 16768 0 6000 6000 6000 0 63 63 63 0 566 566 566 0 1712 1712 1712 0 15431 15431 15431 0 23772 23772 23772 0 40040 40040 63812 23772 23772 40040 -49410 0 0 37367 15525 15525 524596 497028 687275 561963 512553 702800 0 0 X 0 0 0 0 561963 512553 561963 512553 561963 512553 561963 -49410 0 512553 0 512553 Non Dividend Distributions P 2022-01-01 2023-12-31 1076 1076 1076 UBS *10324 ST P 2023-01-01 2023-12-31 906 1290 -384 -384 UBS *10324 LT P 2022-01-01 2023-12-31 51980 42773 9207 9207 UBS *10340 LT P 2022-01-01 2023-12-31 5949 25453 -19504 -19504 UBS *10341 ST P 2023-01-01 2023-12-31 1098 1306 -208 -208 UBS *10341 LT P 2022-01-01 2023-12-31 50749 41214 9535 9535 Parntership Distributions P 2022-01-01 2023-12-31 2250 2250 2250 UBS *10342 LT P 2022-01-01 2023-12-31 16666 21025 -4359 -4359 Capital Gain Dividends P 2022-01-01 2023-12-31 21 21 21 -2366 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A ABBEY CHASE PALGON 3058583703 1660 ONAWAY DR COCONUT GROVE FL 33133 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ABBEY CHASE PALGON 1660 ONAWAY DR COCONUT GROVE FL 33133 Pres/DIR 2.00 0 0 0 CHARLES BENWITT 10731 HOLLOW BAY TERRACE PALM BEACH GARDENS FL 33412 Director 2.00 6000 0 0 NONE 0 NONE 0 0 635584 26446 0 662030 0 0 662030 9930 652100 32605 32605 0 32605 0 32605 0 32605 40040 0 40040 32605 0 0 6338 8789 7367 22494 40040 0 0 0 32605 7435 0 0 29929 0 0 0 0 0 0 6338 23591 8789 7367 7435 ABBEY CHASE PALGON SAME 1660 ONAWAY DR COCONUT GROVE FL 33133 3053790800 ACHASE@CHASEMIAMI.COM LETTER EXPLAINING CHARITY N/A N/A Statement B Various Miami FL 33133 N/A PC CHARITABLE DONATIONS 29590 Statement C Various Miami FL 33133 N/A PC CHARITABLE DONATIONS 10450 40040 0 14 14855 14 1913 -2366 0 16768 -2366 14402 8 N/A 0 0 0 0 0 0 0 0 0 0 Statement A 497028 687275 BROKERAGE CHARGES 5381 5381 5381 0 ACCOUNTING 10050 10050 10050 0 Other Invesmtent Income Passthrough 1913 1913 ANNUAL REPORT 61 61 61 0 OTHER TAXES 505 505 505 0