EFTA01378846.pdf

Form 990-PF (2015) Page 3 Part IV Capital Gains and Losses for Tax on Investment Income How acquired List and describe the kind(s) of property sold (e g , real estate, Date acquired Date sold P —Purchase (a) 2 -story brick warehouse, or common stock, 200 shs M LC Co ) (c) (mo , day, yr ) (d) (mo , day, yr ) (b) O —Donation la b C d e Depreciation allowed Cost or other basis Gain or (loss) (e) Gross sales price (f) (or allowable) (g) plus expense of sale (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 Adjusted basis Excess of col 0) col (k), but not less than -0 - ) or (I) F M V as of 12/31/69 Losses (from col (h)) (j) as of 12/31/69 (k) over col (3), if any (I) a b c d e I If ga n, also enter in Part I, line 7 1 2 Capital gain net income or (net capital loss) 1 If (loss), enter -0- in Part I, line 7 2 3 Net short-term capital gain or (loss) as defined in sect ons 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see mst uctions) If (loss), enter -0- in 1 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> I- Yes I- No 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 (a (d) ( ) (c) Base period yea) rs CaNndar b dignbutiOnS Adjusted qualifying Net value of nonchantable• use assets Essoibution ratio year (or tax year beginning in) (<01 (b) divided by col (c)) 2014 2013 2012 2011 2010 2 Utak( line 1, column (0) 2 3 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 3 4 Enter the net value of nonchantable-use assets for 2015 from Part X, line 5 4 5 Multiply line 4 by line 3 5 6 Enter I% of net investment income (1% of Part I, line 27b) 6 7 Add lines 5 and 6 7 8 Enter qualifying distnbutions from Part XII, line 4 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 Form 990-PF (2015) CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0076111 CONFIDENTIAL SDNY_GM_00222295 EFTA01378846