Officer
UBS FINANCIAL SERVICES
3 organizations • 14 returns • Latest tax year 2019
AgentTrusteeInvestment Advisor
Name Match Caveat
This page groups activity by normalized name only. It may combine different people who share the same name.
Organizations
3
Returns
14
Total Compensation
$80,400
Total Benefits
$0
Organizations
| Organization | EIN | Returns | Latest Year | Latest Title | Compensation |
|---|---|---|---|---|---|
| Sherlock Charitable Foundation | 13-3837377 | 9 | 2019 | Agent | $38,049 |
| The Benedict-Miller Foundation | 22-6022176 | 4 | 2014 | Trustee | $23,919 |
| The Mary Lou Gedel Foundation | 63-1254471 | 1 | 2018 | Investment Advisor | $18,432 |
Returns
| Tax Year | Organization | Type | Title | Hours / Week | Compensation | Benefits | Return |
|---|---|---|---|---|---|---|---|
| 2019 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $175 | $0 | View return |
| 2018 | The Mary Lou Gedel Foundation | 990PF | Investment Advisor | 1 | $18,432 | $0 | View return |
| 2018 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $175 | $0 | View return |
| 2018 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $175 | $0 | View return |
| 2017 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $1,068 | $0 | View return |
| 2016 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $8,258 | $0 | View return |
| 2015 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $8,187 | $0 | View return |
| 2014 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $8,069 | $0 | View return |
| 2014 | The Benedict-Miller Foundation | 990PF | Trustee | 1 | $7,934 | - | View return |
| 2013 | The Benedict-Miller Foundation | 990PF | Trustee | 1 | $7,986 | - | View return |
| 2013 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $6,502 | $0 | View return |
| 2012 | The Benedict-Miller Foundation | 990PF | Trustee | 1 | $7,114 | - | View return |
| 2012 | Sherlock Charitable Foundation | 990PF | Agent | 10 | $5,440 | $0 | View return |
| 2011 | The Benedict-Miller Foundation | 990PF | Trustee | 1 | $885 | - | View return |