• UMH PROPERTIES, INC. ANNOUNCES TAX TREATMENT FOR 2021 DISTRIBUTIONS

    Источник: Nasdaq GlobeNewswire / 27 янв 2022 16:15:00   America/New_York

    FREEHOLD, NJ, Jan. 27, 2022 (GLOBE NEWSWIRE) -- UMH Properties, Inc. (NYSE:UMH) today announced the tax treatment of its 2021 distributions. The following tables summarize, for income tax purposes, the nature of cash distributions paid to stockholders of UMH’s common and preferred shares during the calendar year ended December 31, 2021. 

    Common - CUSIP 903002103 

    Shown as Dollars ($)
    Payment DateDistributions Per ShareNon-Qualifying Ord. Income (1a)Total Long-Term Capital Gain (2a)Unrecaptured Sec. 1250 Gain
    (2b)
    Return of Capital (3)Section 199A Dividends (5)
    3/15/21$0.19 $0.006159$0.000502$0.00$0.183339$0.006159
    6/15/21$0.19 $0.006159$0.000502$0.00$0.183339$0.006159
    9/15/21$0.19 $0.006159$0.000502$0.00$0.183339$0.006159
    12/15/21$0.19 $0.006159$0.000502$0.00$0.183339$0.006159
    TOTAL$0.76 $0.024636$0.002008$0.00$0.733356$0.024636

     

    Shown as a Percentage (%)
    Payment DateDistributions Per ShareNon-Qualifying Ord. Income (1a)Total Long-Term Capital Gain (2a)Unrecaptured Sec. 1250 Gain
    (2b)
    Return of Capital (3)Section 199A Dividends (5)
    3/15/21$0.19 3.241683%0.264344%0%96.493973%3.241683%
    6/15/21$0.19 3.241683%0.264344%0%96.493973%3.241683%
    9/15/21$0.19 3.241683%0.264344%0%96.493973%3.241683%
    12/15/21$0.19 3.241683%0.264344%0%96.493973%3.241683%
    TOTAL$0.76 3.241683%0.264344%0%96.493973%3.241683%

     6.75% Series C Cumulative Redeemable Preferred - CUSIP 903002400 

    Shown as Dollars ($)
    Payment DateDistributions Per ShareNon-Qualifying Ord. Income (1a)Total Long-Term Capital Gain (2a)Unrecaptured Sec. 1250 Gain
    (2b)
    Return of Capital (3)Section 199A Dividends (5)
    3/15/21$0.421875$0.390067$0.031808$0.00$0.00$0.390067
    6/15/21$0.421875$0.390067$0.031808$0.00$0.00$0.390067
    9/15/21$0.421875$0.390067$0.031808$0.00$0.00$0.390067
    12/15/21$0.421875$0.390067$0.031808$0.00$0.00$0.390067
    TOTAL$1.687500$ 1.560268$0.127232$0.00$0.00$ 1.560268

      

    Shown as a Percentage (%)
    Payment DateDistributions Per ShareNon-Qualifying Ord. Income (1a)Total Long-Term Capital Gain (2a)Unrecaptured Sec. 1250 Gain
    (2b)
    Return of Capital (3)Section 199A Dividends (5)
    3/15/21$0.42187592.460304%7.539696%0%0%92.460304%
    6/15/21$0.42187592.460304%7.539696%0%0%92.460304%
    9/15/21$0.42187592.460304%7.539696%0%0%92.460304%
    12/15/21$0.42187592.460304%7.539696%0%0%92.460304%
    TOTAL$1.68750092.460304%7.539696%0%0%92.460304%

     6.375% Series D Cumulative Redeemable Preferred - CUSIP 903002509 

    Shown as Dollars ($)
    Payment DateDistributions Per ShareNon-Qualifying Ord. Income (1a)Total Long-Term Capital Gain (2a)Unrecaptured Sec. 1250 Gain
    (2b)
    Return of Capital (3)Section 199A Dividends (5)
    3/15/21$0.398438 $0.3683965$0.030041$0.00$0.00$0.3683965
    6/15/21$0.398438 $0.3683965$0.030041$0.00$0.00$0.3683965
    9/15/21$0.398438 $0.3683965$0.030041$0.00$0.00$0.3683965
    12/15/21$0.398438$0.3683965$0.030041$0.00$0.00$0.3683965
    TOTAL$1.593750$ 1.473586$0.120164$0.00$0.00$ 1.473586

     

    Shown as a Percentage (%)
    Payment DateDistributions Per ShareNon-Qualifying Ord. Income (1a)Total Long-Term Capital Gain (2a)Unrecaptured Sec. 1250 Gain
    (2b)
    Return of Capital (3)Section 199A Dividends (5)
    3/15/21$0.398438 92.460304%7.539696%0%0%92.460304%
    6/15/21$0.398438 92.460304%7.539696%0%0%92.460304%
    9/15/21$0.398438 92.460304%7.539696%0%0%92.460304%
    12/15/21$0.39843892.460304%7.539696%0%0%92.460304%
    TOTAL$1.59375092.460304%7.539696%0%0%92.460304%

    NOTE: Section 199A Dividends (Box 5) is a subset of, and is included in, the Total Non-Qualifying Ordinary Income reported in Box 1a. 

    DIVIDEND REINVESTMENT PLAN DISCOUNTS
    Common - CUSIP 903002103 

    DISCOUNT DATEFAIR MARKET VALUE ($) DISCOUNT PRICE ($) DISCOUNT ON D/R ($)
    1/15/202115.165 14.500 0.665
    2/16/202116.365 15.875 0.490
    3/15/202119.370 18.500 0.870
    4/15/202119.405 18.500 0.905
    5/17/202121.130 20.125 1.005
    6/15/202122.480 21.500 0.980
    7/15/202122.715 21.625 1.090
    8/16/202123.240 22.250 0.990
    9/15/202124.145 23.125 1.020
    10/15/202123.755 22.625 1.130
    11/15/202123.090 22.375 0.715
    12/15/202125.220 24.000 1.220

    Shareholders are encouraged to consult with their tax advisors as to the specific tax treatment of the distributions they received from the Company.

    UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 127 manufactured home communities with approximately 24,000 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland, Michigan, Alabama and South Carolina. UMH also owns and operates one community in Florida, containing 219 sites, through its joint venture with Nuveen Real Estate.

    Contact: Nelli Madden

    732-577-9997 

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