Contractor
Morgan Stanley
2 customers • 12 returns • Latest tax year 2024 • Sarasota, FL
Investment AdvisorInvestment Fees
Customers
2
Returns
12
Total Compensation
$3,472,281
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Mary L and William J Osher | 20-5094518 | 9 | 2023 | Investment Advisor | $2,189,519 |
| Cypress Hills Cemetery | 11-0662180 | 3 | 2024 | Investment Fees | $1,282,762 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Cypress Hills Cemetery | 990 | Investment Fees | 2 N TAMIAMI TRAIL, Sarasota, FL 34236 | $473,266 | View return |
| 2023 | Cypress Hills Cemetery | 990 | Investment Fees | 2 N TAMIAMI TRAIL, Sarasota, FL 34236 | $388,032 | View return |
| 2023 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Tr, Sarasota, FL 34236 | $211,017 | View return |
| 2022 | Cypress Hills Cemetery | 990 | Investment Fees | 2 N TAMIAMI TRAIL, Sarasota, FL 34236 | $421,464 | View return |
| 2022 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $197,945 | View return |
| 2021 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $255,821 | View return |
| 2020 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $272,077 | View return |
| 2019 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $223,008 | View return |
| 2018 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $242,818 | View return |
| 2017 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $251,800 | View return |
| 2016 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $204,074 | View return |
| 2015 | Mary L and William J Osher | 990 | Investment Advisor | 2 North Tamiami Trail, Sarasota, FL 34236 | $330,959 | View return |