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efta-01379590DOJ Data Set 10OtherEFTA01379590
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DOJ Data Set 10
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efta-01379590
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Form 990-PF (2015)
Part IV
Capital Gains and Losses for Tax on Investment Income
Page 3
List and describe the kind(s) of property sold (e g , real estate,
(a) 2 -story brick warehouse, or common stock, 200 shs M LC Co )
How acquired
P —Purchase
(b) 0—Donation
Date acquired
(c) (mo , day, yr )
Date sold
(d) (mo , day, yr )
la
b
C
d
e
(e) Gross sales price
Depreciation allowed
(f)
(or allowable)
Cost or other basis
(g) plus expense of sale
Gain or (loss)
(h) (e) plus (f) minus (9)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
Gains (C of (h) gain minus
col (k), but not less than -0 - ) or
(I)
Losses (from col (h))
(I) F M V as of 12/31/69
Adjusted basis
(j) as of 12/31/69
Excess of col 0)
(k) over col (3), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
3
Net short-term capital gain or (loss) as defined in sect
If gain, also enter in Part I, line 8, column (c) (see mst
in
I If ga n, also enter in Part I, line 7 1
1 If (loss), enter -0- in Part I, line 7
ons 1222(5) and (6)
uctions) If (loss), enter -0-
1
2
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period>
If 'MS.' the foundation does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year, see instructions before making any entries
I— Yes I— No
0
Base period yea0 rs CaNndar
year (or tax year beginning in)
b
( )
Adjusted qualifying dignbutiOnS
(c)
Net value of nonchantable• use assets
(d)
Essoibution ratio
(<01 (b) divided by col (c))
2014
2013
2012
2011
2010
2
3
4
5
6
7
8
Utak( line 1, column (0)
Average distribution ratio for the 5-year base period—di ide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
Enter the net value of nonchantable-use assets for 2015 from Part X, line 5
Multiply line 4 by line 3
Enter I% of net investment income (1% of Part I, line 27b)
Add lines 5 and 6
Enter qualifying distnbutions from Part XII, line 4
2
3
4
5
6
7
8
If line 8 is equal to or greater than line 7, check the box in Part VI, line lb, and complete that part using a 1% tax rate See
the Part VI instructions
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
CONFIDENTIAL
Form 990-PF (2015)
DB-SDNY-0077201
SDNY_GM_00223385
EFTA01379590
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