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efta-efta00805604DOJ Data Set 9OtherDS9 Document EFTA00805604
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DOJ Data Set 9
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efta-efta00805604
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9
651113
Schedule K-1
(Form 1065)
Department of the Treasury
Internal Revenue Service
maim
Partner's Share of Income, Deductions,
Credits, etc.
IN See separate instructions.
2013
fir ca'ancias year 2013, et to
fl ee Desienewg
El Final K-1
0
Amended K-1
Part III Partner's Share of Current Year Income,
Deduction; Credits, and Other Items
1 Ordinary business income (loss) 15 Credits
OMB No. 1545-0099
2 Net motel rite' estate in n POss)
Part I
Information About the Partnership
A Partnership's employer identification number
36-4737967
Partnership's name, address, city, state, and ZIP code
500 NRI, LP
500 BOYLSTON STREET, SUITE 440
BOSTON, MA
02116
C IRS Center where partnership filed retum
E-FILE
3 Other net rental income (loss)
4 Guaranteed payments
5 Interest income
15 Foreign transactions
Si Ordinary dividends
lib Qualified de/Wends
17 Alternative min tax (MIT) items
0 O
Check if this is a publicly traded partnership (PTP)
7 Royalties
18 Tax-exempt income and
8 Net short-term capital gain (loss)
nondeductible expenses
Part II
Information About the Partner
E Partner's identifying number
[SSN REDACTED]
F Partner's name. address. city, state, and ZIP code
Si Net long-ten capital gain (loss)
9b Collectibles (2816) gain (loss)
19 Distributions
NOAM CHOMSKY REVOCABLE TRUST
15 SUZANNE ROAD
LEXINGTON, MA 02420
a O
General partner or tic
ral Limited partner or other LLC
member-manager
member
14 M
Domestic partner
El Foreign partner
it what type of entity is this partner? TRUST
12 if this partner is a retirement plan (lRA/SERAteogh.fetc.). check here
Li
J Partners share of profit, loss, and capital:
ieginning
Ending
Profit
3.5595634%
3.9892587%
loss
3.5595634%
3.9892587%
Capital
3.5595634%
3.9892587%
K Partner's share of habitues at year end:
Non recourse
Qualified nonrecourse financing
Recourse
L Partner's capital account analysis:
Beginning capital account
$
74,912.
Capital contributed during the year
$
25,000.
Current year increase (decrease)
$
-49.
Withdrawals 8 distributions
$1
Ending capital account
$
99,863.
Tax basiS
0
GAAP
0
Other (explain)
14 Did the partner contribute property with a built-in gain or loss?
Yes
M
No
It Yes', attach statement fsee instructions)
11126
12.03013 LHA For Paperwork Reduction Act Notice, see Instructions for Form 1065.
IRS gov/form1065
Schedule N-1 (Form 1055) 2013
9
0
Section 704(b) book
9e Inrecaplured sec 1250 gain
10 Net section 1231 gain (loss)
20 Other information
49.
It Oilier income (loss)
12 Section 179 deduction
13 Other deductions
K*
STMT
14 Self-employment earnings (loss)
*See attached statement for additional information
8
EFTA00805604
500 NRI, LP
36-4737967
[VICTIM NAME REDACTED]1
PORTFOLIO DEDUCTIONS
SUBJECT TO THE 2% [VICTIM NAME REDACTED] 13, CODE K
[VICTIM NAME REDACTED]
11.
TAXES & LICENSES
38.
[VICTIM NAME REDACTED]1, BOX 13, CODE K
49.
SCHEDULE K-1
CURRENT YEAR INCREASES (DECREASES)
DESCRIPTION
PORTFOLIO DEDUCTIONS
SCHEDULE K-1 DEDUCTIONS SUBTOTAL
NET INCOME (LOSS) PER SCHEDULE K-1
TOTAL TO SCHEDULE K-1, ITEM L
AMOUNT
TOTALS
-49.
-49.
-49.
-49.
PARTNER NUMBER 9
EFTA00805605
9
Schedule 1<-1 (From 1065) 2013
This list identities the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who tile
Form 1040. For detailed reporting and tiling information, see the separate Partners Instructions for Schedule K-1 and the instructions
for your income tax return.
I
CM.naty avarnesS income loss) Determine when-ref the nrmrne POSS) is
panne or nonpassive and enter on your return as lel lows
Omen* hoss
Passive ]ncome
NOnpasave Ion
Nonpasne income
2.
14e1 rental ml estate incoene Goss)
3.
Other net rented income00451
Net mCOme
Net Son
a.
Guaranteed payments
5.
Interest income
Ga
Orcknery dividends
60.
Onlilled dividends
7
Ronne.
8
Net nort-tens capita gain (ion)
9.
Net long teen capital pan post)
go
Corecnbles (28%) gem (105S1
9c
Untecaptured section Izso gam
10
Net section 1231 gain (loss)
11.
Other income (loss)
Code
A
Omer parlous income VOW
tl
Involuntary conversions
C Sec 1256 contracts 8 straddles
O
Prinsn9 exploration costs recapture
E
Cancerlatcon or cins1
F
Other income (loss)
12.
Section 179 tlechtchon
13
Other deductions
A
Cash canines/Wins (50%)
B Cash con/ink/nil ODIN
C Noncan contra:when (50%)
O Hamann COMAthibOnS PO%)
E
Capital DIM properly to a 50%
orgeneshOn 09%1
F Capitol eemerceetir tem
G Conhibutions (100%)
N Investment interest expense
Deductions royalty noon*
J Section 59(021 eaPendrlunn
K
Deductions • potion (2% froth)
L
Inducten
pongee loins)
•
Amounts paid for medics insurance
N
Eclucnotun assistance benefits
O Dependent care benefits
P
Preproducthe peon expenses
O CommerCal T. 'Wizened deChacbOn
from rental real mime activities
II
Pensions and 1PM
S
lielcrestatom expense deduction
I
Domestic production activities
inormation
U Owned production activities income
Employee's Form W•2 wages
W Omer deductions
Report on
See the Partnees Instn,ctions
Schedule E. line 28. coiumn (gt
Schethae E. Ins 28. column Cm
Schodure E. line 28, column
See me Penny's Instances
Schedule E. hoe 28, oPhimn 191
See the Partner's Instructions
Schedule E. line 28. column (9
Form 1010 ens 8a
Form 1040, cos 9a
Form 1040 Me 9b
Selman E, ere 4
Schedule D. foe 5
Schedule 0, no 12
28% Rate Gan WpIteneet. line 4
!Schedule 0 instructions)
See the Penner's Intentions
See the Pertner's Instructions
See the Pelner's Instructions
See the Panner's Instructions
Form 87111. fine I
See Pub 535
Form 1040. line 21 or Form 982
See the Penner. Instructions
Sea the Partners Instructions
I
See the Partners Instniclions
Form 4962, hne 1
Schedule C. M
19
See the Partner's intrucbons
Schedule A. line 23
Schedule A. line 28
Schedule A, line 1 or Form 1040. lin 29
See Me Pannees Instrucbons
Fenn 2441. line 12
See me Panne, s Instructed.
See Form 8582 Instructions
See the Partrees Instructions
See the Penns
Instructions
See Form 8933 Instructions
Form 8903. Ithe 70
Form 8903, Me 17
See the Pertnees instructions
14.
SelPeMplOyment awnings (loss)
Non gnu neve a section 179 deduction or any parthenterry deductions, see
the Partner's Instruchons belore COmpiertind Schedule SE
A
Net earnings pony hem
sed-empaymeat
B Gaon Newang or *shin Income
C Gross nonfarm income
15
Credits
A
Low-income neuang Credit
(section 420(5)) from pre-2098
buildings
B
Low•ancome housing credit
(othed from pre-2038 buildings
C
Low-income nonag CAWS (section
420(51 from pos1.2007 buetangs
D Low income housing creed (other)
horn post.2C07 butongs
E
Gunned rehabetabon expenditures
(man me estate)
F
Other rental real estate credits
O Other mond credits
UndiStnOuted capital pains emit!
I
Bashi& producer credri
J
Wolk opportunity credit
IC
Ehnen nuns cnxit
Schedule SE. Section A or B
See the Partner's InstMclons
See the Partners Instructions
See Me Partners Instructions
Form 1040, lone 7l. check boa a
See Me Partner's Instructions
Cede
L.
Empowerment zone
erroloyment veal
IA Credit or mooning munch
activities
N
Credit breeltIoloo
0 al
SeCunty and Medicare Imes
O Backup with/lc/ding
P
Other credits
16.
Foregn transactors
A
Name of country of US
possession
B Gross income from
C Gross income sources at partner
:reel
}
ram 11 I8. Part l
Forgo, Wools income sourced at partnership level
O Pasilve category
E
Gunn category
F
Other
Page 2
Papal on
See the Penner
Instnrobons
Deductions mowed and sentinelled st patina loos,
G
Interest expense
H
()Met
Form 1116, Pail
coon 1116. Part I
Form 11 it Pan
Deductions notated and apportioned at Clanneesna level to %i-e95 source
income
I
Penne category
J
General category
It
Other
Other insane/ten
L
later %reign taxes pod
M Total %mon taxes apt rued
N
Reduction in taxes wenn
lor cent
O Foreign trading gross roans
P
Extratemlonal income exclusion
O Other foreign transactions
17
Adenine minimum to (NAB Rem,
A
Post•1986 depreciation adjustment
B Adjusted glen or loss
C
Depletion (Other than al 8 90)
O Oil ges. 8 geotherrme . gross income
F
Oil. gas, 8 potriennal • deductions
F
Omer NAT inns
18
Tax-exempt income and nondoevadO expenses
A
Tax-exempt interest income
It
Omer tax.enerrip: income
C Ncadeductide expenses
19.
Distributions
A
Cash and monition. secuidde
B Distribution Inspect to section 737
C
Other of0PerlY
Other intnnabon
A
Investment income
B Investment ettpentas
C
Fuer ax neat intommton
O Ourelnd ntnebeltabon expenditures
(other Men metal reel estate)
E
Rem canny
property
F
Recapture of low-income thohsing
credit (section 4289511
G
ReC8WW 01 low-incomes housong
cent (Palen
11
Recapture of investment credo
I
Pacriplure of Other Credos
J
LOOk. back interest - competed
long-term contracts
K
Look-back interest incomo lorecast
method
I
Unspositroin of property with
section 179 deductions
IA Recapture of section 179 oesuceon
N
interest aspen.. W corporate Woe's
O SKIM 4530X3) inlormehon
P
Section 45300 mbrrnetion
O Section 1280(b) orlon miso
R
Interest allocable to production
expenditures
S Ca nonquehlted withdrawals
▪
Depletion ntormat
- oil and gin
U
NrWentICA 01 relontaten costs
Unrelated business tasene income
W Precontnbution gain noel
X
Section 108() information
Net investment income
2
Other information
Jr
Conn 1118. Pert I
Form 111% Part a
ANT in& Part II
Form 1116.1ine 12
Form 8873
Form 8873
See Ihe Partner's Insinictons
See the Pannees
Instructions and
the Instructions Ice
Form 6251
Form 1040. time 6.7
See the Partner's instructions
See the Partner's Instructions
See the Padre's Instructions
Form 4952. en ea
Form 4952. ems 5
Form 4136
See the Partner' retruclicas
Seethe Partner'. Instructions
Form 8611. hoe 8
Form 8611 line
See FOrm 4255
See the esetsetil.nstrucilons
See Form 8697
See Form 8866
See the Partner's
Instructions
311262
12-03-13
9
EFTA00805606
r
2013 Schedu e 3K-1 MA133K111019
Partner's Massachusetts Information
Yea tportn rg 01012013
crang 12312013
NOAM CHOMSKY REVOCABLE TRUST
034-26-3468
15 SUZANNE ROAD
LEXINGTON
500 NRI, LP
36 4737967
500 BOYLSTON STREET, SUI BOSTON
MA 02420
MA 02116
A. Type of entity
Individual resident
Individual nonresident X Trust or estate
S corporation
Corporation
Partnership or other PIE
IRA
Disregarded entity
Exempt org
B. Type of partner X Limited
General
C. Type of form Submission
Final
Amended 3K-I
D. Was there a sale. transfer or liquidation of any part of this partnership interest during the tax year?
Yes
X No
E. Did the partnership participate in one or more instalment sales transactions?
Yes
X NO
It Yes, indicate whether information has been communicated to the partner to calculate an addition to Massachusetts tax under M G.L., ch. 62C, sec. 32A
based on the following Internal Revenue Code (IBC) provisions (check all that apply)
IRC 453A
IRC 4530)(2)03)
Partner's Distributive Share
1. Massachusetts Ordinary income or loss
1
2.
Guaranteed payments to partners (deductible and capitalized)
2
3.
Separately stated deductions
3
4. Combine lines 1 through 3
4
5. Credits available
a Taxes due to another jurisdiction (full-year and part-year residents only)
5a
b. Lead Paint
5b
c.
Economic Opportunity Area
Economic Development Incentive Program
5c
d. Brownlields
5d
e. Low-Income Housing
Se
I. Historic Rehabilitation
5f
g.
Incentive
5g
h. Medical Device
sn
i. Employer Wellness Program
Si
j. Refundable Film Credit
SI
k. Refundable Dairy Credit
5k
I. Refundable Conservation Tax Credit
51
m. Total credits
5m
6. Net Income or loss from rental real estate activity
6
357621
1243-13
1
0
L
J
02/24/2014 08:34:58
EFTA00805607
r
2013 Schedu e 3K-1, pg. 2
MA133K121019
Partner's Massachusetts Information
034-26-3468
1
7. Net income or loss from other rental activity
7
8. Interest horn U.S. obligations
8
9. Interest (525%) from Massachusetts banks
9
10. Other interest and dividend income
10
11. Non-Massachusetts state and municipal bond interest
11
12. Royalty income
12
13. Short-term capital gams
13
10. Short-term capital losses
10
15. Gain on the sale, exchange or involuntary conversion of property used in a trade or business held for one year or less
15
15. Loss on the sale. exchange, or involuntary conversion of property used in a trade or business held for one year or less
16
17. Long-term capital gain or loss
17
18. Net gain or loss under Section 1231
18
19. Long-term gains on collectibles and pre-1996 installment sales
19
20. Differences and adjustments
20
Corporate Partner Information
21. State and municipal bond interest not included in U.S. net income
21
22. Foreign, state or local income, franchise. excise or capital stock taxes deducted from U.S. net income
22
23. Other adjustments. if any
23
Reconciliation of Partner's Capital Account
24. Balance at the beginning 01 the year
20
74912
25. Massachusetts net income for the year
25
0
26. Entire net income tor the year
26
—49
27. Capital contributions
27
25000
28. Withdrawals
28
29. Balance at end of year
29
99863
357622
12.03-13
02/24/2014
08:34:58
EFTA00805608
r
uli
2013 Schedu e 3K-1, pg. 3
MA133K131019
Partner's Massachusetts Information
034-26-3468
1
Partner's Share of Profit, Loss and Capital
30
Percenlageotprotit
Beginning 0 .03560
0.03989
31. Percentage of loss
3e; ning
n
0 . 03560
EEnori
diing 0 . 03989
g
32. Percentage ot capital
Beginning 0 . 03560
Ending 0 . 03989
33. Non-recourse liabilities
Wing
34. Qualified non-recourse financing
Ending
35. Recourse liabilities
Ending
Pass-through Entity Payment and Credit Information
Declaration election code
Withholding
Composite
Member sett-tile
Exempt PIE
Insurance Company
Non-profit
Exempt corporate limited partner
36. Withholding amount
36
37. Payments made in a composite filing
37
38. Credit for amounts withheld by lower-tier entity(res)
Poi 38
Payer ID number IP'
39. Payments made with a composite Ming by lower-tier enlity(ies)
39
35/G23
I? 03-13
02/24/2014
08:34:58
EFTA00805609
500 NRI, LP
36-4737967
MA SCHEDULE 3K-1
FOOTNOTES
NON-RESIDENT LIMITED PARTNERS ARE NOT REQUIRED TO FILE A
MASSACHUSETTS NON-RESIDENT INCOME TAX RETURN WITH RESPECT TO
THE INCOME EARNED BY THIS PARTNERSHIP UNDER MGL CHAPTER 62
SECTION 5A SINCE THE PARTNERSHIP IS ENGAGED
EXCLUSIVELY IN BUYING, SELLING, DEALING IN OR HOLDING
SECURITIES ON ITS OWN BEHALF AND NOT AS A BROKER.
PARTNER NUMBER 9
EFTA00805610
Technical Artifacts (8)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
Phone
12312013Phone
1545-0099Phone
4289511Phone
4737967Phone
5595634Phone
9892587Wire Ref
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