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efta-efta00805604DOJ Data Set 9Other

DS9 Document EFTA00805604

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EFTA Disclosure
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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

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Phone12312013
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