Tax Carryforwards — 2025
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Carryforwards
Tax Carryforwards — 2025
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Carryforward & suspended-attribute schedules tracked per investing entity. Ending = Beginning + Generated − Used. Roll each year's ending into next year's beginning.
NOL
| Entity | Detail | Beginning | + Generated | − Used | = Ending | Expires | Notes | |
|---|---|---|---|---|---|---|---|---|
| Northwind Family LP | $1,240,000 | $0 | $310,000 | $930,000 | Does not expire | edit | ||
| NOL subtotal | $1,240,000 | $0 | $310,000 | $930,000 | ||||
Charitable
| Entity | Detail | Beginning | + Generated | − Used | = Ending | Expires | Notes | |
|---|---|---|---|---|---|---|---|---|
| Morgan Hale | 30% AGI | $420,000 | $180,000 | $95,000 | $505,000 | 2030 | edit | |
| Charitable subtotal | $420,000 | $180,000 | $95,000 | $505,000 | ||||
Passive Loss
| Entity | Detail | Beginning | + Generated | − Used | = Ending | Expires | Notes | |
|---|---|---|---|---|---|---|---|---|
| Harbor LP | Summitwoods Apartments | $86,000 | $44,000 | $0 | $130,000 | Until disposition | edit | |
| Passive Loss subtotal | $86,000 | $44,000 | $0 | $130,000 | ||||
Basis Limitation
| Entity | Detail | Beginning | + Generated | − Used | = Ending | Expires | Notes | |
|---|---|---|---|---|---|---|---|---|
| Northwind Family LP | Lakeshore II | $55,000 | $0 | $55,000 | $0 | Released | edit | |
| Basis Limitation subtotal | $55,000 | $0 | $55,000 | $0 | ||||
Capital Loss
| Entity | Detail | Beginning | + Generated | − Used | = Ending | Expires | Notes | |
|---|---|---|---|---|---|---|---|---|
| Northwind Growth Trust | $212,000 | $0 | $60,000 | $152,000 | Does not expire | edit | ||
| Capital Loss subtotal | $212,000 | $0 | $60,000 | $152,000 | ||||
| All carryforwards — total | $2,013,000 | $224,000 | $520,000 | $1,717,000 | ||||