UMH PROPERTIES, INC. ANNOUNCES TAX TREATMENT FOR 2022 DISTRIBUTIONS
January 25 2023 - 4:15PM
UMH Properties, Inc. (NYSE:UMH) today announced the tax treatment
of its 2022 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, 2022.
Common - CUSIP
903002103
Shown as Dollars ($) |
Payment Date |
Distributions Per Share |
Non-Qualifying Ord. Income (1a) |
Total Long-Term Capital Gain (2a) |
Unrecaptured Sec. 1250 Gain
(2b) |
Return of Capital (3) |
Section 199A Dividends (5) |
3/15/22 |
$ |
0.20 |
$ |
0.00 |
$ |
0.00 |
$ |
0.00 |
$ |
0.20 |
$ |
0.00 |
6/15/22 |
$ |
0.20 |
$ |
0.00 |
$ |
0.00 |
$ |
0.00 |
$ |
0.20 |
$ |
0.00 |
9/15/22 |
$ |
0.20 |
$ |
0.00 |
$ |
0.00 |
$ |
0.00 |
$ |
0.20 |
$ |
0.00 |
12/15/22 |
$ |
0.20 |
$ |
0.00 |
$ |
0.00 |
$ |
0.00 |
$ |
0.20 |
$ |
0.00 |
TOTAL |
$ |
0.80 |
$ |
0.00 |
$ |
0.00 |
$ |
0.00 |
$ |
0.80 |
$ |
0.00 |
Shown as a Percentage (%) |
Payment Date |
Distributions Per Share |
Non-Qualifying Ord. Income (1a) |
Total Long-Term Capital Gain (2a) |
Unrecaptured Sec. 1250 Gain
(2b) |
Return of Capital (3) |
Section 199A Dividends (5) |
3/15/22 |
$ |
0.20 |
0 |
% |
0 |
% |
0 |
% |
100 |
% |
0 |
% |
6/15/22 |
$ |
0.20 |
0 |
% |
0 |
% |
0 |
% |
100 |
% |
0 |
% |
9/15/22 |
$ |
0.20 |
0 |
% |
0 |
% |
0 |
% |
100 |
% |
0 |
% |
12/15/22 |
$ |
0.20 |
0 |
% |
0 |
% |
0 |
% |
100 |
% |
0 |
% |
TOTAL |
$ |
0.80 |
0 |
% |
0 |
% |
0 |
% |
100 |
% |
0 |
% |
6.75% Series C Cumulative Redeemable
Preferred - CUSIP 903002400
Shown as Dollars ($) |
Payment Date |
Distributions Per Share |
Non-Qualifying Ord. Income (1a) |
Total Long-Term Capital Gain (2a) |
Unrecaptured Sec. 1250 Gain
(2b) |
Return of Capital (3) |
Section 199A Dividends (5) |
3/15/22 |
$ |
0.421875 |
$ |
0.165476 |
$ |
0.00 |
$ |
0.00 |
$ |
0.256399 |
$ |
0.165476 |
6/15/22 |
$ |
0.421875 |
$ |
0.165476 |
$ |
0.00 |
$ |
0.00 |
$ |
0.256399 |
$ |
0.165476 |
9/15/22 |
$ |
0.257800 |
$ |
0.101119 |
$ |
0.00 |
$ |
0.00 |
$ |
0.156681 |
$ |
0.101119 |
12/15/22 |
|
- |
|
- |
|
- |
|
- |
|
- |
|
- |
TOTAL |
$ |
1.101550 |
$ |
0.432071 |
$ |
0.00 |
$ |
0.00 |
$ |
0.669479 |
$ |
0.432071 |
Shown as a Percentage (%) |
Payment Date |
Distributions Per Share |
Non-Qualifying Ord. Income (1a) |
Total Long-Term Capital Gain (2a) |
Unrecaptured Sec. 1250 Gain
(2b) |
Return of Capital (3) |
Section 199A Dividends (5) |
3/15/22 |
$ |
0.421875 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
6/15/22 |
$ |
0.421875 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
9/15/22 |
$ |
0.257800 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
12/15/22 |
|
- |
- |
|
- |
|
- |
|
- |
|
- |
|
TOTAL |
$ |
1.101550 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
6.375% Series D Cumulative Redeemable
Preferred - CUSIP 903002509
Shown as Dollars ($) |
Payment Date |
Distributions Per Share |
Non-Qualifying Ord. Income (1a) |
Total Long-Term Capital Gain (2a) |
Unrecaptured Sec. 1250 Gain
(2b) |
Return of Capital (3) |
Section 199A Dividends (5) |
3/15/22 |
$ |
0.398438 |
$ |
0.156283 |
$ |
0.00 |
$ |
0.00 |
$ |
0.242155 |
$ |
0.156283 |
6/15/22 |
$ |
0.398438 |
$ |
0.156283 |
$ |
0.00 |
$ |
0.00 |
$ |
0.242155 |
$ |
0.156283 |
9/15/22 |
$ |
0.398438 |
$ |
0.156283 |
$ |
0.00 |
$ |
0.00 |
$ |
0.242155 |
$ |
0.156283 |
12/15/22 |
$ |
0.398438 |
$ |
0.156283 |
$ |
0.00 |
$ |
0.00 |
$ |
0.242155 |
$ |
0.156283 |
TOTAL |
$ |
1.593752 |
$ |
0.625132 |
$ |
0.00 |
$ |
0.00 |
$ |
0.968620 |
$ |
0.625132 |
Shown as a Percentage (%) |
Payment Date |
Distributions Per Share |
Non-Qualifying Ord. Income (1a) |
Total Long-Term Capital Gain (2a) |
Unrecaptured Sec. 1250 Gain
(2b) |
Return of Capital (3) |
Section 199A Dividends (5) |
3/15/22 |
$ |
0.398438 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
6/15/22 |
$ |
0.398438 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
9/15/22 |
$ |
0.398438 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
12/15/22 |
$ |
0.398438 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
TOTAL |
$ |
1.593752 |
39.223963 |
% |
0 |
% |
0 |
% |
60.776037 |
% |
39.223963 |
% |
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 DATE |
FAIR MARKET VALUE ($) |
|
DISCOUNT PRICE ($) |
|
DISCOUNT ON D/R ($) |
1/18/2022 |
24.530 |
|
23.625 |
|
0.905 |
2/15/2022 |
23.005 |
|
22.125 |
|
0.880 |
3/15/2022 |
24.290 |
|
23.375 |
|
0.915 |
4/18/2022 |
23.915 |
|
22.875 |
|
1.040 |
5/16/2022 |
19.445 |
|
18.500 |
|
0.945 |
6/15/2022 |
17.230 |
|
16.750 |
|
0.480 |
7/15/2022 |
19.100 |
|
18.250 |
|
0.850 |
8/15/2022 |
19.675 |
|
18.750 |
|
0.925 |
9/15/2022 |
18.150 |
|
17.500 |
|
0.650 |
10/17/2022 |
16.420 |
|
15.625 |
|
0.795 |
11/15/2022 |
17.485 |
|
16.875 |
|
0.610 |
12/15/2022 |
16.850 |
|
16.375 |
|
0.475 |
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 135
manufactured home communities containing approximately 25,700
developed homesites. These communities are located in New Jersey,
New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland,
Michigan, Alabama, South Carolina and Georgia. UMH also has an
ownership interest in and operates two communities in Florida,
containing 363 sites, through its joint venture with Nuveen Real
Estate.
Contact: Nelli Madden
732-577-9997
#####
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