New England Realty Associates Ltd. Partnership – ‘10-K’ for 12/31/23 – ‘EX-97’

On:  Thursday, 3/14/24, at 4:18pm ET   ·   For:  12/31/23   ·   Accession #:  1558370-24-3239   ·   File #:  1-31568

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Annual Report   —   Form 10-K   —   SEA’34

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 10-K        Annual Report                                       HTML   5.34M 
 5: EX-97       Clawback Policy re: Recovery of Erroneously         HTML     25K 
                Awarded Compensation                                             
 6: EX-99.1     Miscellaneous Exhibit                               HTML    331K 
 2: EX-31.1     Certification -- §302 - SOA'02                      HTML     31K 
 3: EX-31.2     Certification -- §302 - SOA'02                      HTML     31K 
 4: EX-32.1     Certification -- §906 - SOA'02                      HTML     30K 
12: R1          Document and Entity Information                     HTML     99K 
13: R2          Consolidated Balance Sheets                         HTML     79K 
14: R3          Consolidated Balance Sheets (Parenthetical)         HTML     28K 
15: R4          Consolidated Statements of Income                   HTML    101K 
16: R5          Consolidated Statements of Comprehensive Income     HTML     44K 
17: R6          Consolidated Statements of Changes in Partner's     HTML     85K 
                Capital                                                          
18: R7          Consolidated Statements of Cash Flows               HTML    117K 
19: R8          Significant Accounting Policies                     HTML     54K 
20: R9          Rental Properties                                   HTML    400K 
21: R10         Related Party Transactions                          HTML     35K 
22: R11         PREPAID EXPENSES and OTHER ASSETS                   HTML     28K 
23: R12         Mortgage Notes Payable                              HTML    110K 
24: R13         Advance Rental Payments and Security Deposits       HTML     28K 
25: R14         Partners' Capital                                   HTML     42K 
26: R15         Treasury Units                                      HTML     36K 
27: R16         Commitments and Contingencies                       HTML     29K 
28: R17         Rental Income                                       HTML     81K 
29: R18         Cash Flow Information                               HTML     28K 
30: R19         Fair Value Measurements                             HTML     64K 
31: R20         Derivative Financial Instruments                    HTML     78K 
32: R21         Taxable Income and Tax Basis                        HTML     57K 
33: R22         Investment in Unconsolidated Joint Ventures         HTML   1.12M 
34: R23         EMPLOYEE BENEFIT 401(k) PLANS                       HTML     32K 
35: R24         Impact of Recently-Issued Accounting Standards      HTML     38K 
36: R25         Quarterly Financial Data (Unaudited)                HTML    105K 
37: R26         Subsequent Events                                   HTML     29K 
38: R27         Qualifying Accounts                                 HTML     71K 
39: R28         Significant Accounting Policies (Policies)          HTML    101K 
40: R29         Rental Properties (Tables)                          HTML    395K 
41: R30         Mortgage Notes Payable (Tables)                     HTML     98K 
42: R31         Partners' Capital (Tables)                          HTML     38K 
43: R32         Treasury Units (Tables)                             HTML     33K 
44: R33         Rental Income (Tables)                              HTML     81K 
45: R34         Fair Value Measurements (Tables)                    HTML     56K 
46: R35         Derivative Financial Instruments (Tables)           HTML     78K 
47: R36         Taxable Income and Tax Basis (Tables)               HTML     51K 
48: R37         Investment in Unconsolidated Joint Ventures         HTML   1.11M 
                (Tables)                                                         
49: R38         Quarterly Financial Data (Unaudited) (Tables)       HTML    105K 
50: R39         Qualifying Accounts (Tables)                        HTML     70K 
51: R40         Significant Accounting Policies (Business)          HTML     63K 
                (Details)                                                        
52: R41         Significant Accounting Policies (Details)           HTML    111K 
53: R42         Rental Properties (Details)                         HTML    136K 
54: R43         Rental Properties - Real Estate Detail (Details)    HTML    308K 
55: R44         Rental Properties (Reconciliation) (Details)        HTML     55K 
56: R45         Rental Properties - Debt (Details)                  HTML     52K 
57: R46         RENTAL PROPERTIES - Worchester Road (Details)       HTML     39K 
58: R47         RENTAL PROPERTIES - South End neighborhood          HTML     44K 
                (Details)                                                        
59: R48         RENTAL PROPERTIES - Mill Street Development site    HTML     44K 
                (Details)                                                        
60: R49         Related Party Transactions (Details)                HTML    111K 
61: R50         PREPAID EXPENSES and OTHER ASSETS (Details)         HTML     38K 
62: R51         Mortgage Notes Payable (Mortgages Payable)          HTML     76K 
                (Details)                                                        
63: R52         Mortgage Notes Payable (Facility Agreement)         HTML     82K 
                (Details)                                                        
64: R53         Mortgage Notes Payable (Line of Credit) (Details)   HTML     74K 
65: R54         Mortgage Notes Payable (Facility Agreement          HTML     94K 
                Properties) (Details)                                            
66: R55         Advance Rental Payments and Security Deposits       HTML     31K 
                (Details)                                                        
67: R56         Partners' Capital (Details)                         HTML     66K 
68: R57         Treasury Units (Details)                            HTML     66K 
69: R58         Rental Income (Details)                             HTML     47K 
70: R59         Rental Income (Concentration) (Details)             HTML     35K 
71: R60         Rental Income (Commercial Leases) (Details)         HTML     57K 
72: R61         Rental Income (Rent Receivable) (Details)           HTML     29K 
73: R62         Cash Flow Information (Details)                     HTML     34K 
74: R63         Fair Value Measurements (Details)                   HTML     60K 
75: R64         Derivative Financial Instruments (Details)          HTML     38K 
76: R65         Derivative Financial Instruments - Classification   HTML     34K 
                on the consolidated balance sheets (Details)                     
77: R66         DERIVATIVE FINANCIAL INSTRUMENTS - Effect on        HTML     40K 
                statements of income (Details)                                   
78: R67         Taxable Income and Tax Basis (Details)              HTML     43K 
79: R68         Investment in Unconsolidated Joint Ventures         HTML     50K 
                (Details)                                                        
80: R69         Investment in Unconsolidated Joint Ventures         HTML     80K 
                (Dexter) (Details)                                               
81: R70         Investment in Unconsolidated Joint Ventures         HTML    124K 
                (Hamilton Essex) (Details)                                       
82: R71         Investment in Unconsolidated Joint Ventures         HTML     68K 
                (Hamilton 1025) (Details)                                        
83: R72         Investment in Unconsolidated Joint Ventures         HTML     85K 
                (Hamilton Minuteman) (Details)                                   
84: R73         Investment in Unconsolidated Joint Ventures         HTML    104K 
                (Hamilton on Main) (Details)                                     
85: R74         Investment in Unconsolidated Joint Ventures (345    HTML     83K 
                Franklin) (Details)                                              
86: R75         Investment in Unconsolidated Joint Ventures         HTML    212K 
                (Balance Sheet) (Details)                                        
87: R76         Investment in Unconsolidated Joint Ventures         HTML    249K 
                (Income) (Details)                                               
88: R77         Investment in Unconsolidated Joint Ventures         HTML     81K 
                (Mortgage Maturities) (Details)                                  
89: R78         Employee Benefit 401(k) PLANS (Details)             HTML     41K 
90: R79         Quarterly Financial Data (Unaudited) (Details)      HTML     61K 
91: R80         Subsequent Events (Details)                         HTML     44K 
92: R81         Qualifying Accounts (Details)                       HTML     34K 
93: R82         Pay vs Performance Disclosure                       HTML     39K 
94: R83         Insider Trading Arrangements                        HTML     32K 
96: XML         IDEA XML File -- Filing Summary                      XML    185K 
99: XML         XBRL Instance -- nen-20231231x10k_htm                XML   6.65M 
95: EXCEL       IDEA Workbook of Financial Report Info              XLSX    269K 
 8: EX-101.CAL  XBRL Calculations -- nen-20231231_cal                XML    137K 
 9: EX-101.DEF  XBRL Definitions -- nen-20231231_def                 XML   1.21M 
10: EX-101.LAB  XBRL Labels -- nen-20231231_lab                      XML   1.69M 
11: EX-101.PRE  XBRL Presentations -- nen-20231231_pre               XML   1.58M 
 7: EX-101.SCH  XBRL Schema -- nen-20231231                          XSD    295K 
97: JSON        XBRL Instance as JSON Data -- MetaLinks              550±   863K 
98: ZIP         XBRL Zipped Folder -- 0001558370-24-003239-xbrl      Zip    740K 

‘EX-97’   —   Clawback Policy re: Recovery of Erroneously Awarded Compensation

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18 Previous Filings that this Filing References

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 6/22/22  New England Realty Associates LP  8-K:1,2,9   6/16/22   14:2.5M                                   Toppan Merrill/FA
 4/29/22  New England Realty Associates LP  8-K:1,9     4/25/22   11:388K                                   Toppan Merrill/FA
12/06/21  New England Realty Associates LP  8-K:1,2,9  11/30/21   12:6M                                     Toppan Merrill/FA
 3/12/20  New England Realty Associates LP  10-K       12/31/19   93:21M                                    Toppan Merrill Bridge/FA
 6/07/18  New England Realty Associates LP  8-K:1,2,9   5/31/18    4:3.3M                                   Toppan Merrill/FA
 7/11/17  New England Realty Associates LP  8-K:1,2,9   7/06/17    5:183K                                   Toppan Merrill/FA
 3/11/16  New England Realty Associates LP  10-K       12/31/15   92:30M                                    Toppan Merrill Bridge/FA
 1/14/16  New England Realty Associates LP  8-K:1,2,9   1/07/16    5:1.3M                                   Toppan Merrill/FA
 8/06/14  New England Realty Associates LP  8-K:1,2,9   7/31/14    5:1.5M                                   Toppan Merrill/FA
 8/12/13  New England Realty Associates LP  10-Q        6/30/13  117:31M                                    Toppan Merrill/FA
 6/07/11  New England Realty Associates LP  8-K:1,9     6/01/11    3:97K                                    Toppan Merrill/FA
 5/26/11  New England Realty Associates LP  8-K:1,9     5/20/11    2:794K                                   Toppan Merrill/FA
 3/07/11  New England Realty Associates LP  10-K       12/31/10    6:2.4M                                   Toppan Merrill-FA
11/09/09  New England Realty Associates LP  10-Q        9/30/09    8:2.7M                                   Toppan Merrill/FA
11/03/09  New England Realty Associates LP  8-K:2,9    10/28/09    4:298K                                   Toppan Merrill/FA
 3/04/08  New England Realty Associates LP  8-K:1,2,9   2/27/08    2:111K                                   Toppan Merrill/FA
 2/06/08  New England Realty Associates LP  8-K:1,9     1/11/08    2:385K                                   Toppan Merrill/FA
 7/14/95  New England Realty Associates LP  8-K:2,7     6/30/95    2:33K                                    Daniels Printing … 01/FA