Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))

Transcription

1 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 99-T PUBLIC DISCLOSURE COPY Exept Organization Business Incoe Tax Return (and proxy tax under section 633(e)) OMB No For calendar year 214 or other tax year beginning 7/1, 214, and ending 6/3, Departent of the Treasury Inforation about For 99-T and its instructions is available at Open to Public Inspection for Internal Revenue Service Do not enter SSN nubers on this for as it ay be ade public if your organization is a 51(c). 51(c) Organizations Only Check box if Nae of organization ( Check box if nae changed and see instructions.) A address changed D Eployer identification nuber (Eployees trust, see instructions.) B Exept under section COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC Print 51( C ) ( 3 ) Nuber, street, and roo or suite no. If a P.O. box, see instructions or 48(e) 22(e) Type 126 HIGH STREET E Unrelated business activity codes (See instructions.) 48A 53(a) City or town, state or province, country, and ZIP or foreign postal code 529(a) BOSTON, MA C Book value of all assets F Group exeption nuber (See instructions.) at end of year 1,2,787,111 G Check organization type 51(c) corporation 51(c) trust 41(a) trust Other trust H Describe the organization s priary unrelated business activity. ADMINISTRATIVE SUPPORT & PARTNERSHIP INVESTMENT I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group?.. Yes No If Yes, enter the nae and identifying nuber of the parent corporation. J The books are in care of DAVID STRONG Telephone nuber (617) Part I Unrelated Trade or Business Incoe (A) Incoe (B) Expenses (C) Net 1a Gross receipts or sales b Less returns and allowances c Balance 1c 2 Cost of goods sold (Schedule A, line 7) Gross profit. Subtract line 2 fro line 1c a Capital gain net incoe (attach Schedule D) a 129, ,529 b Net gain (loss) (For 4797, Part II, line 17) (attach For 4797) 4b 468, ,178 c Capital loss deduction for trusts c 5 Incoe (loss) fro partnerships and S corporations (attach stateent) 5 287, ,312 6 Rent incoe (Schedule C) Unrelated debt-financed incoe (Schedule E) Interest, annuities, royalties, and rents fro controlled organizations (Schedule F) 8 9 Investent incoe of a section 51(c)(7), (9), or (17) organization (Schedule G) 9 1 Exploited exept activity incoe (Schedule I) Advertising incoe (Schedule J) Other incoe (See instructions; attach schedule) ,78 392,78 13 Total. Cobine lines 3 through ,277,97 1,277,97 Part II Deductions Not Taken Elsewhere (See instructions for liitations on deductions.) (Except for contributions, deductions ust be directly connected with the unrelated business incoe.) 14 Copensation of officers, directors, and trustees (Schedule K) Salaries and wages , Repairs and aintenance Bad debts Interest (attach schedule) Taxes and licenses ,877 2 Charitable contributions (See instructions for liitation rules) , Depreciation (attach For 4562) Less depreciation claied on Schedule A and elsewhere on return.. 22a 22b 23 Depletion Contributions to deferred copensation plans Eployee benefit progras ,15 26 Excess exept expenses (Schedule I) Excess readership costs (Schedule J) Other deductions (attach schedule) , Total deductions. Add lines 14 through ,852 3 Unrelated business taxable incoe before net operating loss deduction. Subtract line 29 fro line , Net operating loss deduction (liited to the aount on line 3) Unrelated business taxable incoe before specific deduction. Subtract line 31 fro line , Specific deduction (Generally $1,, but see line 33 instructions for exceptions) , 34 Unrelated business taxable incoe. Subtract line 33 fro line 32. If line 33 is greater than line 32, enter the saller of zero or line ,245 For Paperwork Reduction Act Notice, see instructions. Cat. No J For 99-T (214)

2 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 99-T (214) Page 2 Part III Tax Coputation 35 Organizations Taxable as Corporations. See instructions for tax coputation. Controlled group ebers (sections 1561 and 1563) check here See instructions and: a Enter your share of the $5,, $25,, and $9,925, taxable incoe brackets (in that order): $ $ $ b Enter organization s share of: Additional 5% tax (not ore than $11,75) $ Additional 3% tax (not ore than $1,) $ c Incoe tax on the aount on line c 251, Trusts Taxable at Trust Rates. See instructions for tax coputation. Incoe tax on the aount on line 34 fro: Tax rate schedule or Schedule D (For 141) Proxy tax. See instructions Alternative iniu tax Total. Add lines 37 and 38 to line 35c or 36, whichever applies ,683 Part IV Tax and Payents 4a Foreign tax credit (corporations attach For 1118; trusts attach For 1116). 4a b Other credits (see instructions) b c General business credit. Attach For 38 (see instructions) c d Credit for prior year iniu tax (attach For 881 or 8827) d e Total credits. Add lines 4a through 4d e 41 Subtract line 4e fro line , Other taxes. Check if fro: For 4255 For 8611 For 8697 For 8866 Other (attach schedule) Total tax. Add lines 41 and ,683 44a Payents: A 213 overpayent credited to a 89,57 b 214 estiated tax payents b c Tax deposited with For c 17, d Foreign organizations: Tax paid or withheld at source (see instructions). 44d e Backup withholding (see instructions) e f Credit for sall eployer health insurance preius (Attach For 8941). 44f g Other credits and payents: For 2439 For 4136 Other Total 44g 45 Total payents. Add lines 44a through 44g ,57 46 Estiated tax penalty (see instructions). Check if For 222 is attached Tax due. If line 45 is less than the total of lines 43 and 46, enter aount owed Overpayent. If line 45 is larger than the total of lines 43 and 46, enter aount overpaid , Enter the aount of line 48 you want: Credited to 215 estiated tax 7,374 Refunded 49 Part V Stateents Regarding Certain Activities and Other Inforation (see instructions) 1 At any tie during the 214 calendar year, did the organization have an interest in or a signature or other authority Yes No over a financial account (bank, securities, or other) in a foreign country? If YES, the organization ay have to file FinCEN For 114, Report of Foreign Bank and Financial Accounts. If YES, enter the nae of the foreign country here 2 During the tax year, did the organization receive a distribution fro, or was it the grantor of, or transferor to, a foreign trust?. If YES, see instructions for other fors the organization ay have to file. 3 Enter the aount of tax-exept interest received or accrued during the tax year $ Schedule A Cost of Goods Sold. Enter ethod of inventory valuation 1 Inventory at beginning of year 1 6 Inventory at end of year Purchases Cost of goods sold. Subtract 3 Cost of labor line 6 fro line 5. Enter here and 4 a Additional section 263A costs in Part I, line (attach schedule).... 4a 8 Do the rules of section 263A (with respect to Yes No b Other costs (attach schedule) 4b property produced or acquired for resale) apply 5 Total. Add lines 1 through 4b 5 to the organization? Sign Here Paid Preparer Use Only Under penalties of perjury, I declare that I have exained this return, including accopanying schedules and stateents, and to the best of y knowledge and belief, it is true, correct, and coplete. Declaration of preparer (other than taxpayer) is based on all inforation of which preparer has any knowledge. May the IRS discuss this return SVP & CFO with the preparer shown below (see instructions)? Yes No Signature of officer Date Title Print/Type preparer s nae Preparer s signature Date GERALYN HURD Fir s nae Fir s address CROWE HORWATH LLP 225 WEST WACKER DRIVE, SUITE 26, CHICAGO, IL PTIN Check if self-eployed P Fir's EIN Phone no. (312) For 99-T (214)

3 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 99-T (214) Page 3 Schedule C Rent Incoe (Fro Real Property and Personal Property Leased With Real Property) (see instructions) 1. Description of property (a) Fro personal property (if the percentage of rent for personal property is ore than 1% but not ore than 5%) 2. Rent received or accrued 1. Description of debt-financed property (b) Fro real and personal property (if the percentage of rent for personal property exceeds 5% or if the rent is based on profit or incoe) 2. Gross incoe fro or allocable to debt-financed property 3(a) Deductions directly connected with the incoe in coluns 2(a) and 2(b) (attach schedule) Total Total (b) Total deductions. (c) Total incoe. Add totals of coluns 2(a) and 2(b). Enter Enter here and on page 1, here and on page 1, Part I, line 6, colun (A)... Part I, line 6, colun (B) Schedule E Unrelated Debt-Financed Incoe (see instructions) 3. Deductions directly connected with or allocable to debt-financed property 4. Aount of average acquisition debt on or allocable to debt-financed property (attach schedule) 5. Average adjusted basis of or allocable to debt-financed property (attach schedule) 6. Colun 4 divided by colun 5 % % % % (a) Straight line depreciation (attach schedule) 7. Gross incoe reportable (colun 2 colun 6) Enter here and on page 1, Part I, line 7, colun (A). (b) Other deductions (attach schedule) 8. Allocable deductions (colun 6 total of coluns 3(a) and 3(b)) Enter here and on page 1, Part I, line 7, colun (B). Totals Total dividends-received deductions included in colun Schedule F Interest, Annuities, Royalties, and Rents Fro Controlled Organizations (see instructions) Exept Controlled Organizations 1. Nae of controlled organization Nonexept Controlled Organizations 2. Eployer identification nuber 3. Net unrelated incoe (loss) (see instructions) 4. Total of specified payents ade 5. Part of colun 4 that is included in the controlling organization s gross incoe 6. Deductions directly connected with incoe in colun 5 7. Taxable Incoe 8. Net unrelated incoe (loss) (see instructions) 9. Total of specified payents ade 1. Part of colun 9 that is included in the controlling organization s gross incoe 11. Deductions directly connected with incoe in colun 1 Add coluns 5 and 1. Enter here and on page 1, Part I, line 8, colun (A). Add coluns 6 and 11. Enter here and on page 1, Part I, line 8, colun (B). Totals For 99-T (214)

4 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 99-T (214) Page 4 Schedule G Investent Incoe of a Section 51(c)(7), (9), or (17) Organization (see instructions) 1. Description of incoe 2. Aount of incoe Enter here and on page 1, Part I, line 9, colun (A). 3. Deductions directly connected (attach schedule) 4. Set-asides (attach schedule) 5. Total deductions and set-asides (col. 3 plus col. 4) Enter here and on page 1, Part I, line 9, colun (B). Totals Schedule I Exploited Exept Activity Incoe, Other Than Advertising Incoe (see instructions) 1. Description of exploited activity 2. Gross unrelated business incoe fro trade or business Enter here and on page 1, Part I, line 1, col. (A). 3. Expenses directly connected with production of unrelated business incoe Enter here and on page 1, Part I, line 1, col. (B). 4. Net incoe (loss) fro unrelated trade or business (colun 2 inus colun 3). If a gain, copute cols. 5 through Gross incoe fro activity that is not unrelated business incoe 6. Expenses attributable to colun 5 7. Excess exept expenses (colun 6 inus colun 5, but not ore than colun 4). Enter here and on page 1, Part II, line 26. Totals Schedule J Advertising Incoe (see instructions) Part I Incoe Fro Periodicals Reported on a Consolidated Basis 1. Nae of periodical 2. Gross advertising incoe 3. Direct advertising costs 4. Advertising gain or (loss) (col. 2 inus col. 3). If a gain, copute cols. 5 through Circulation incoe 6. Readership costs 7. Excess readership costs (colun 6 inus colun 5, but not ore than colun 4). Totals (carry to Part II, line (5)).. Part II Incoe Fro Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in coluns 2 through 7 on a line-by-line basis.) 1. Nae of periodical 2. Gross advertising incoe 3. Direct advertising costs 4. Advertising gain or (loss) (col. 2 inus col. 3). If a gain, copute cols. 5 through Circulation incoe 6. Readership costs 7. Excess readership costs (colun 6 inus colun 5, but not ore than colun 4). Totals fro Part I Enter here and on page 1, Part I, line 11, col. (A). Enter here and on page 1, Part I, line 11, col. (B). Enter here and on page 1, Part II, line 27. Totals, Part II (lines 1-5).... Schedule K Copensation of Officers, Directors, and Trustees (see instructions) 1. Nae 2. Title 3. Percent of 4. Copensation attributable to tie devoted to business unrelated business % % % % Total. Enter here and on page 1, Part II, line For 99-T (214)

5 For 99T Part I, Line 5 Incoe (loss) fro partnerships and S corporations Nae of Partnership EIN Aount AIM Activity Jewish Counity Endowent Pool, LLP ,312 Total for Part I, Line 5 287,312 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF

6 For 99T Part I, Line 12 Other Incoe Description Aount Other activities ACCOUNTING FEES FROM JCEP 39, MARKETING FEES 1,358 DIRECT TV FEES 72 Total 392,78 Total for Part I, Line ,78 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF

7 For 99T Part II, Line 19 Taxes and Licenses Description Aount Other activities PAYROLL TAXES 17,96 STATE TAXES 39,971 Total 57,877 Total for Part II, Line 19 57,877 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF

8 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 99T Part II, Line 2 Charitable Contributions Carryforward Schedule Year Generated Aount Generated Aount Used in Prior Years Aount Used in Current Year Aount Reaining ,964,217 82, ,881, Totals 148,964,217 82, ,881,968 Charitable Contribution Expires

9 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 99T Part II, Line 28 Other Deductions Description Aount Other activities SUPPLIES & POSTAGE JCEP 2,98 OCCUPANCY & ADMINISTRATION JCEP 36,373 DIRECT TV PAYMENTS 1,88 TAX RETURN PREPARATION FEES 2,85 Total 43,291 AIM Activity (5) Jewish Counity Endowent Pool, LLP ,346 Total for Part II, Line 28 59,637

10 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF SCHEDULE D (For 112) Capital Gains and Losses OMB No I Attach to For 112, 112-C, 112-F, 112-FSC, 112-H, 112-IC-DISC, 112-L, 112-ND, 112-PC, 112-POL, 112-REIT, 112-RIC, 112-SF, or certain Fors 99-T. Departent of the Treasury Internal Revenue Service I À¾µ Inforation about Schedule D (For 112) and its separate instructions is at Nae Eployer identification nuber COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC Part I Short-Ter Capital Gains and Losses - Assets Held One Year or Less See instructions for how to figure the aounts to enter on the lines below. This for ay be easier to coplete if you round off cents to whole dollars. 1a Totals for all short-ter transactions reported on For 199-B for which basis was reported to the IRS and for which you have no adjustents (see instructions). However, if you choose to report all these transactions on For 8949, leave this line blank and go to line 1b 1b Totals for all transactions reported on For(s) 8949 with Box A checked 2 Totals for all transactions reported on For(s) 8949 with Box B checked 3 Totals for all transactions reported on For(s) 8949 with Box C checked (d) Proceeds (sales price) Short-ter capital gain fro installent sales fro For 6252, line 26 or 37 Short-ter capital gain or (loss) fro like-kind exchanges fro For 8824 Unused capital loss carryover (attach coputation) (e) Cost (or other basis) 7 Net short-ter capital gain or (loss). Cobine lines 1a through 6 in colun h Part II Long-Ter Capital Gains and Losses - Assets Held More Than One Year See instructions for how to figure the aounts to enter on the lines below. This for ay be easier to coplete if you round off cents to whole dollars. 8a Totals for all long-ter transactions reported on For 199-B for which basis was reported to the IRS and for which you have no adjustents (see instructions). However, if you choose to report all these transactions on For 8949, (g) Adjustents to gain or loss fro For(s) 8949, Part I, line 2, colun (g) (d) Proceeds (sales price) (e) Cost (or other basis) (g) Adjustents to gain or loss fro For(s) 8949, Part II, line 2, colun (g) leave this line blank and go to line 8b 8b Totals for all transactions reported on For(s) 8949 with Box D checked 9 Totals for all transactions reported on For(s) 8949 with Box E checked 1 Totals for all transactions reported on For(s) 8949 with Box F checked 11 Enter gain fro For 4797, line 7 or 9 12 Long-ter capital gain fro installent sales fro For 6252, line 26 or Long-ter capital gain or (loss) fro like-kind exchanges fro For Capital gain distributions (see instructions) 15 Net long-ter capital gain or (loss). Cobine lines 8a through 14 in colun h Part III Suary of Parts I and II Enter excess of net short-ter capital gain (line 7) over net long-ter capital loss (line 15) Net capital gain. Enter excess of net long-ter capital gain (line 15) over net short-ter capital loss (line 7) Add lines 16 and 17. Enter here and on For 112, page 1, line 8, or the proper line on other returns (h) Gain or (loss) Subtract colun (e) fro colun (d) and cobine the result with colun (g) 14,69. 14,69. ( ) 14,69. (h) Gain or (loss) Subtract colun (e) fro colun (d) and cobine the result with colun (g) 115, , ,46. 14, , ,529. Note. If losses exceed gains, see Capital losses in the instructions. For Paperwork Reduction Act Notice, see the Instructions for For 112. Schedule D (For 112) (214) JSA 4C12 2.

11 For 8868 (Rev. January 214) Departent of the Treasury Internal Revenue Service Application for Extension of Tie To File an Exept Organization Return File a separate application for each return. Inforation about For 8868 and its instructions is at OMB No If you are filing for an Autoatic 3-Month Extension, coplete only Part I and check this box If you are filing for an Additional (Not Autoatic) 3-Month Extension, coplete only Part II (on page 2 of this for). Do not coplete Part II unless you have already been granted an autoatic 3-onth extension on a previously filed For Electronic filing (e-file). You can electronically file For 8868 if you need a 3-onth autoatic extension of tie to file (6 onths for a corporation required to file For 99-T), or an additional (not autoatic) 3-onth extension of tie. You can electronically file For 8868 to request an extension of tie to file any of the fors listed in Part I or Part II with the exception of For 887, Inforation Return for Transfers Associated With Certain Personal Benefit Contracts, which ust be sent to the IRS in paper forat (see instructions). For ore details on the electronic filing of this for, visit and click on e-file for Charities & Nonprofits. Part I Autoatic 3-Month Extension of Tie. Only subit original (no copies needed). A corporation required to file For 99-T and requesting an autoatic 6-onth extension check this box and coplete Part I only All other corporations (including 112-C filers), partnerships, REMICs, and trusts ust use For 74 to request an extension of tie to file incoe tax returns. Enter filer's identifying nuber, see instructions Type or print Nae of exept organization or other filer, see instructions. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC Eployer identification nuber (EIN) or Nuber, street, and roo or suite no. If a P.O. box, see instructions. Social security nuber (SSN) 126 HIGH STREET City, town or post office, state, and ZIP code. For a foreign address, see instructions. BOSTON, MA 211 File by the due date for filing your return. See instructions. Enter the Return code for the return that this application is for (file a separate application for each return) Application Is For Return Code For 99 or For 99-EZ 1 For 99-BL 2 For 472 (individual) 3 For 99-PF 4 For 99-T (sec. 41(a) or 48(a) trust) 5 For 99-T (trust other than above) 6 Application Is For Return Code For 99-T (corporation) 7 For 141-A 8 For 472 (other than individual) 9 For For For The books are in the care of DAVID STRONG Telephone No. (617) Fax No. If the organization does not have an office or place of business in the United States, check this box If this is for a Group Return, enter the organization s four digit Group Exeption Nuber (GEN). If this is for the whole group, check this box.... If it is for part of the group, check this box.... and attach a list with the naes and EINs of all ebers the extension is for. 1 I request an autoatic 3-onth (6 onths for a corporation required to file For 99-T) extension of tie until 5/15, 2 16, to file the exept organization return for the organization naed above. The extension is for the organization s return for: calendar year 2 or tax year beginning 7/1, 2 14, and ending 6/3, If the tax year entered in line 1 is for less than 12 onths, check reason: Initial return Final return Change in accounting period 3 a If this application is for Fors 99-BL, 99-PF, 99-T, 472, or 669, enter the tentative tax, less any nonrefundable credits. See instructions. 3a $ 17, b If this application is for Fors 99-PF, 99-T, 472, or 669, enter any refundable credits and estiated tax payents ade. Include any prior year overpayent allowed as a credit. 3b $ c Balance due. Subtract line 3b fro line 3a. Include your payent with this for, if required, by using EFTPS (Electronic Federal Tax Payent Syste). See instructions. 3c $ 17, Caution. If you are going to ake an electronic funds withdrawal (direct debit) with this For 8868, see For 8453-EO and For 8879-EO for payent instructions. For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No D For 8868 (Rev ) 11/16/215 6/7/216 1:39:49 7:51:53 AM Return COMBINED JEWISH PHILANTHROPIES OF

12 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 8949 Departent of the Treasury Internal Revenue Service Nae(s) shown on return Sales and Other Dispositions of Capital Assets OMB No I Inforation about For 8949 and its separate instructions is at À¾µ I Attachent File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 1 of Schedule D. Sequence No. 12A Social security nuber or taxpayer identification nuber COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC Before you check Box A, B, or C below, see whether you received any For(s) 199-B or substitute stateent(s) fro your broker. A substitute stateent will have the sae inforation as For 199-B. Either ay show your basis (usually your cost) even if your broker did not report it to the IRS. Brokers ust report basis to the IRS for ost stock you bought in 211 or later (and for certain debt instruents your bought in 214 or later). Part I Short-Ter. Transactions involving capital assets you held 1 year or less are short-ter. For long-ter transactions, see page 2. Note. You ay aggregate all short-ter transactions reported on For(s) 199-B showing basis was reported to the IRS and for which no adjustents or codes are required. Enter the total directly on Schedule D, line 1a; you are not required to report these transactions on For 8949 (see instructions). You ust check Box A, B, or C below. Check only one box. If ore than one box applies for your short-ter transactions, coplete a separate For 8949, page 1, for each applicable box. If you have ore short-ter transactions than will fit on this page for one or ore of the boxes, coplete as any fors with the sae box checked as you need. X 1 (A) Short-ter transactions reported on For(s) 199-B showing basis was reported to the IRS (see Note above) (B) Short-ter transactions reported on For(s) 199-B showing basis was not reported to the IRS (C) Short-ter transactions not reported to you on For 199-B (a) Description of property (Exaple: 1 sh. XYZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Colun (e) in the separate instructions Adjustent, if any, to gain or loss. If you enter an aount in colun (g), enter a code in colun (f). See the separate instructions. (f) Code(s) fro instructions (g) Aount of adjustent (h) Gain or (loss). Subtract colun (e) fro colun (d) and cobine the result with colun (g) PARTNERSHIP FLOW-THROUGH VARIOUS VARIOUS 14,69. 14,69. 2 Totals. Add the aounts in coluns (d), (e), (g), and (h) (subtract negative aounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked)i 14,69. 14,69. Note. If you checked Box A above but the basis reported to the IRS was incorrect, enter in colun (e) the basis as reported to the IRS, and enter an adjustent in colun (g) to correct the basis. See Colun (g) in the separate instructions for how to figure the aount of the adjustent. For Paperwork Reduction Act Notice, see your tax return instructions. For 8949 (214) JSA 4X

13 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 8949 (214) Attachent Sequence No. 12A Page 2 Nae(s) shown on return. Nae and SSN or taxpayer identification no. not required if shown on other side COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC Social security nuber or taxpayer identification nuber Before you check Box D, E, or F below, see whether you received any For(s) 199-B or substitute stateent(s) fro your broker. A substitute stateent will have the sae inforation as For 199-B. Either ay show your basis (usually your cost) even if your broker did not report it to the IRS. Brokers ust report basis to the IRS for ost stock you bought in 211 or later (and for certain debt instruents you bought in 214 or later). Part II Long-Ter. Transactions involving capital assets you held ore than 1 year are long ter. For short-ter transactions, see page 1. Note. You ay aggregate all long-ter transactions reported on For(s) 199-B showing basis was reported to the IRS and for which no adjustents or codes are required. Enter the total directly on Schedule D, line 8a; you are not required to report these transactions on For 8949 (see instructions). You ust check Box D, E, or F below. Check only one box. If ore than one box applies for your long-ter transactions, coplete a separate For 8949, page 2, for each applicable box. If you have ore long-ter transactions than will fit on this page for one or ore of the boxes, coplete as any fors with the sae box checked as you need. (D) Long-ter transactions reported on For(s) 199-B showing basis was reported to the IRS (see Note above) (E) Long-ter transactions reported on For(s) 199-B showing basis was not reported to the IRS X (F) Long-ter transactions not reported to you on For 199-B 1 (a) Description of property (Exaple: 1 sh. XYZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Colun (e) in the separate instructions Adjustent, if any, to gain or loss. If you enter an aount in colun (g), enter a code in colun (f). See the separate instructions. (f) Code(s) fro instructions (g) Aount of adjustent (h) Gain or (loss). Subtract colun (e) fro colun (d) and cobine the result with colun (g) PARTNERSHIP FLOW-THROUGH VARIOUS VARIOUS 115, ,46. 2 Totals. Add the aounts in coluns (d), (e), (g), and (h) (subtract negative aounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 1 (if Box F above is checked) I 115, ,46. Note. If you checked Box D above but the basis reported to the IRS was incorrect, enter in colun (e) the basis as reported to the IRS, and enter an adjustent in colun (g) to correct the basis. See Colun (g) in the separate instructions for how to figure the aount of the adjustent. JSA 4X For 8949 (214)

14 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF Sales of Business Property (Also Involuntary Conversions and Recapture Aounts Under Sections 179 and 28F(b)) OMB No For 4797 À¾µ I Attach to your tax return. Departent of the Treasury Attachent Internal Revenue Service IInforation about For 4797 and its separate instructions is at Sequence No. 27 Nae(s) shown on return 1 Enter the gross proceeds fro sales or exchanges reported to you for 214 on For(s) 199-B or 199-S (or substitute stateent) that you are including on line 2, 1, or 2 (see instructions) 1 Part I Identifying nuber COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions Fro Other Than Casualty or Theft - Most Property Held More Than 1 Year (see instructions) 2 (a) Description (b) Date acquired (c) Date sold (d) Gross of property (o., day, yr.) (o., day, yr.) sales price (e) Depreciation allowed or allowable since acquisition (f) Cost or other basis, plus iproveents and expense of sale (g) Gain or (loss) Subtract (f) fro the su of (d) and (e) PARTNERSHIP FLOW-THROUGH VARIOUS VARIOUS 466, , Gain, if any, fro For 4684, line 39 Section 1231 gain fro installent sales fro For 6252, line 26 or 37 Section 1231 gain or (loss) fro like-kind exchanges fro For 8824 Gain, if any, fro line 32, fro other than casualty or theft Cobine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows: Partnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following the instructions for For 165, Schedule K, line 1, or For 112S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below. Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the aount fro line 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you did not have any prior year section 1231 losses, or they were recaptured in an earlier year, enter the gain fro line 7 as a long-ter capital gain on the Schedule D filed with your return and skip lines 8, 9, 11, and 12 below. Nonrecaptured net section 1231 losses fro prior years (see instructions) 9 Subtract line 8 fro line 7. If zero or less, enter --. If line 9 is zero, enter the gain fro line 7 on line 12 below. If line 9 is ore than zero, enter the aount fro line 8 on line 12 below and enter the gain fro line 9 as a long-ter capital gain on the Schedule D filed with your return (see instructions) Part II Ordinary Gains and Losses (see instructions) 1 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less): , , Loss, if any, fro line 7 Gain, if any, fro line 7 or aount fro line 8, if applicable Gain, if any, fro line 31 Net gain or (loss) fro For 4684, lines 31 and 38a Ordinary gain fro installent sales fro For 6252, line 25 or 36 Ordinary gain or (loss) fro like-kind exchanges fro For 8824 Cobine lines 1 through 16 For all except individual returns, enter the aount fro line 17 on the appropriate line of your return and skip lines a and b below. For individual returns, coplete lines a and b below: a If the loss on line 11 includes a loss fro For 4684, line 35, colun (b)(ii), enter that part of the loss here. Enter the part of the loss fro incoe-producing property on Schedule A (For 14), line 28, and the part of the loss fro property used as an eployee on Schedule A (For 14), line 23. Identify as fro "For 4797, line 18a." See instructions b Redeterine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on For 14, line a 18b ( ) 466, ,178. For Paperwork Reduction Act Notice, see separate instructions. For 4797 (214) JSA 4X261 2.

15 6/7/216 1:39:49 AM Return COMBINED JEWISH PHILANTHROPIES OF For 4797 (214) Page 2 Part III Gain Fro Disposition of Property Under Sections 1245, 125, 1252, 1254, and 1255 (see instructions) 19 (a) Description of section 1245, 125, 1252, 1254, or 1255 property: (b) Date acquired (c) Date sold (o., (o., day, yr.) day, yr.) A B C D These coluns relate to the properties on lines 19A through 19D. 2 Gross sales price (Note: See line 1 before copleting.) 2 21 Cost or other basis plus expense of sale Depreciation (or depletion) allowed or allowable Adjusted basis. Subtract line 22 fro line Total gain. Subtract line 23 fro line If section 1245 property: a Depreciation allowed or allowable fro line 22 25a b Enter the saller of line 24 or 25a 25b 26 If section 125 property: If straight line depreciation was used, enter -- on line 26g, except for a corporation subject to section 291. a Additional depreciation after 1975 (see instructions) 26a 27 b Applicable percentage ultiplied by the saller of c Subtract line 26a fro line 24. If residential rental property d Additional depreciation after 1969 and before 1976 e Enter the saller of line 26c or 26d f Section 291 aount (corporations only) g line 24 or line 26a (see instructions) or line 24 is not ore than line 26a, skip lines 26d and 26e Add lines 26b, 26e, and 26f If section 1252 property: Skip this section if you did not dispose of farland or if this for is being copleted for a partnership (other than an electing large partnership). a Soil, water, and land clearing expenses b Line 27a ultiplied by applicable percentage (see instructions) I 26b 26c 26d 26e 26f 26g 27a 27b c Enter the saller of line 24 or 27b 27c 28 If section 1254 property: a Intangible drilling and developent costs, expenditures for developent of ines and other natural deposits, ining exploration costs, and depletion (see instructions) 28a b Enter the saller of line 24 or 28a 28b 29 If section 1255 property: a Applicable percentage of payents excluded fro incoe under section 126 (see instructions) 29a b Enter the saller of line 24 or 29a (see instructions) 29b Property A Property B Property C Property D Suary of Part III Gains. Coplete property coluns A through D through line 29b before going to line Subtract line 31 fro line 3. Enter the portion fro casualty or theft on For 4684, line 33. Enter the portion fro 3 Total gains for all properties. Add property coluns A through D, line Add property coluns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line other than casualty or theft on For 4797, line 6 32 Part IV Recapture Aounts Under Sections 179 and 28F(b) When Business Use Drops to 5% or Less (see instructions) 33 Section 179 expense deduction or depreciation allowable in prior years Recoputed depreciation (see instructions) Recapture aount. Subtract line 34 fro line 33. See the instructions for where to report 35 (a) Section (b) Section F(b) For 4797 (214) JSA 4X262 2.