2023-02-13T14:06:41-06:00 2021-12-31 472427769 H&CO LLP 2320 Ponce De Leon Blvd Coral Gables FL 33134 990PF 2021-01-01 650740464 MORRIS FAMILY FOUNDATION MORR 3058661405 1660 ONAWAY DR COCONUT GROVE FL 33133 Abbey Chase Director 3058661405 2023-02-13 1 Abbey Chase 999009999 Zahim Paez P01908728 3054448800 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X 760564 X X 14176 14176 62146 124312 62146 480 480 0 76802 76802 0 12000 12000 12000 0 903 903 903 0 3996 3996 3996 0 29336 29336 29336 0 46235 46235 46235 0 36645 36645 82880 46235 46235 36645 -6078 30567 0 104774 51856 51856 502523 549363 708708 607297 601219 760564 0 0 X 0 0 0 0 607297 601219 607297 601219 607297 601219 607297 -6078 0 601219 0 601219 Non Dividend Distributions P 2020-01-01 2021-12-31 974 974 974 UBS *10324 ST P 2021-01-01 2021-12-31 1328 1016 312 312 UBS *10324 LT P 2020-01-01 2021-12-31 54919 28882 26037 26037 UBS *10341 ST P 2021-01-01 2021-12-31 1797 1359 438 438 UBS *10341 LT P 2020-01-01 2021-12-31 50733 27561 23172 23172 UBS *10342 LT P 2020-01-01 2021-12-31 14561 3348 11213 11213 62146 425 0 425 0 425 0 0 0 0 0 0 425 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 6000 0 0 CHARLES BENWITT 10731 HOLLOW BAY TERRACE PALM BEACH GARDENS FL 33412 Director 2.00 6000 0 0 NONE 0 NONE 0 0 624007 78315 0 702322 0 0 702322 10535 691787 34589 34589 425 425 34164 0 34164 0 34164 36645 0 36645 34164 0 0 17114 6338 8789 32241 36645 0 0 0 34164 2481 0 0 34722 0 0 0 0 0 0 0 34722 17114 6338 8789 2481 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 22175 Statement C Various Miami FL 33133 N/A PC CHARITABLE DONATIONS 14470 36645 0 14 14176 14 480 62146 0 14656 62146 76802 8 N/A 0 0 0 0 0 0 0 0 0 0 Statement A 549363 708708 BROKERAGE CHARGES 4945 4945 4945 0 ACCOUNTING 24391 24391 24391 0 Other Invesmtent Income 480 480 FOREIGN TAXES 130 130 130 0 ANNUAL REPORT 70 70 70 0 OTHER TAXES 703 703 703 0