Contractor
Morgan Stanley Smith Barney LLC
5 customers • 12 returns • Latest tax year 2024 • New York, NY
Investment ManagementInvestment ExpensesInvestment management feesInvestment FeesInvestment Manager
Customers
5
Returns
12
Total Compensation
$2,107,334
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Seafarers International Union of North A | 11-1690171 | 5 | 2024 | Investment Management | $877,971 |
| San Antonio Cancer Foundation | 74-2771480 | 2 | 2016 | Investment Fees | $423,156 |
| International Brotherhood of Electrical Workers-126 Health & Welfare Plan | 23-6395223 | 2 | 2024 | Investment Expenses | $372,127 |
| Caramoor Center for Music & the Arts | 13-5643627 | 2 | 2022 | Investment management fees | $313,570 |
| Ibew - 363 Welfare Fund | 13-6132502 | 1 | 2024 | Investment Manager | $120,510 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Seafarers International Union of North A | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $203,789 | View return |
| 2024 | International Brotherhood of Electrical Workers-126 Health & Welfare Plan | 990 | Investment Expenses | PARAMOUNT PLAZA 1633 BROADWAY 26, New York, NY 10019 | $176,262 | View return |
| 2024 | Ibew - 363 Welfare Fund | 990 | Investment Manager | 1585 BROADWAY AVENUE, New York, NY 10036 | $120,510 | View return |
| 2023 | International Brotherhood of Electrical Workers-126 Health & Welfare Plan | 990 | Investment Expenses | PARAMOUNT PLAZA 1633 BROADWAY 26, New York, NY 10019 | $195,865 | View return |
| 2023 | Seafarers International Union of North A | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $181,901 | View return |
| 2022 | Seafarers International Union of North A | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $178,396 | View return |
| 2022 | Caramoor Center for Music & the Arts | 990 | Investment management fees | 1 New York Plaza 40th Floor, New York, NY 10004 | $158,178 | View return |
| 2021 | Seafarers International Union of North A | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $171,471 | View return |
| 2021 | Caramoor Center for Music & the Arts | 990 | Investment management fees | 1 New York Plaza 40th Floor, New York, NY 10004 | $155,392 | View return |
| 2020 | Seafarers International Union of North A | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $142,414 | View return |
| 2016 | San Antonio Cancer Foundation | 990 | Investment Fees | PO BOX 608, New York, NY 10013 | $179,484 | View return |
| 2014 | San Antonio Cancer Foundation | 990 | Investment Fees | PO BOX 608, New York, NY 10013 | $243,672 | View return |