PITCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PITCH FOUNDATION (EIN 82-1541555)
- Tax period
- 2017-05-08 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349102949
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:28:32-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSKOWITZ & ASSOCIATES CPA's PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 WHITE PLAINS RD | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-08 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821541555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PITCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITC | BusinessNameControlTxt |
| Phone | 2036987810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAVID AND VICKI CRAVER 152 INDI | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI CRAVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2036987810 | PhoneNum |
| Signature | 2018-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| PTIN | P00166473 | PTIN |
| Phone | 9143666714 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,562,083 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,675,850 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $910 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $910 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$53,561 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,703 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,703 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,660,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,496 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,887 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,116 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,116 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,644,237 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,685 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $65,238 | CashEOYAmt |
| Cash EOYFMV | $65,238 | CashEOYFMVAmt |
| Other Investments EOY | $34,578,999 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,496,845 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $34,644,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,562,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital EOY | $34,675,850 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning EOY | -$31,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,644,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,644,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $34,644,237 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,644,237 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,644,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAIN FROM LONE CASCADE LP | P | 2017-05-08 | 2017-12-31 | $45,919 | $0 | $0 | $45,919 | $0 | $0 | $0 | $45,919 |
| LONG TERM CAPITAL LOSS FROM LONE CASCADE LP | P | 2015-12-31 | 2017-12-31 | $0 | $0 | $32,850 | -$32,850 | $0 | $0 | $0 | -$32,850 |
| SHORT TERM CAPITAL GAIN FROM LONE PICEA LP | P | 2017-05-08 | 2017-12-31 | $0 | $0 | $15,029 | -$15,029 | $0 | $0 | $0 | -$15,029 |
| LONG TERM CAPITAL LOSS FROM LONE PICEA LP | P | 2015-12-31 | 2017-12-31 | $0 | $0 | $2,169 | -$2,169 | $0 | $0 | $0 | -$2,169 |
| SHORT TERM CAPITAL GAIN FROM LONE REDWOOD LP | P | 2017-05-08 | 2017-12-31 | $0 | $0 | $42,099 | -$42,099 | $0 | $0 | $0 | -$42,099 |
| LONG TERM CAPITAL LOSS FROM LONE REDWOOD LP | P | 2015-12-31 | 2017-12-31 | $0 | $0 | $7,333 | -$7,333 | $0 | $0 | $0 | -$7,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$53,561 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,209 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $554 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $554 | SubtotalAmt |
| Tax Based On Investment Income | $554 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,446 | OverpaymentAmt |
| Applied To ES Tax | $4,446 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID AND VICKI CRAVER | IndividualWithBooksNm |
| Phone | 2036987810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 INDIAN HEAD ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VICKI U CRAVER | ||||||||
| 152 INDIAN HEAD ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID F CRAVER | ||||||||
| 152 INDIAN HEAD ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,405,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,421,939 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,421,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,400,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $554 | TotalTaxAmt |
| Distributable Before Adj | $69,477 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,477 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,477 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,737 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,737 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,477 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $5,737 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $5,737 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,737 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,737 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $63,740 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND VICKI CRAVER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $910 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,883 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$53,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$15,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$15,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND VICKI CRAVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 INDIAN HEAD ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,675,850 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS FROM LONE CASCADE LP | 2017-05 | Purchased | 2017-12 | $45,919 | $45,919 | |
| LONG TERM CAPITAL LOSS FROM LONE CASCADE LP | 2017-05 | Purchased | 2017-12 | -$32,850 | $32,850 | |
| SHORT TERM CAPITAL LOSS FROM LONE PICEA LP | 2017-05 | Purchased | 2017-12 | -$15,029 | $15,029 | |
| LONG TERM CAPITAL LOSS FROM LONE PICEA LP | 2017-05 | Purchased | 2017-12 | -$2,169 | $2,169 | |
| SHORT TERM CAPITAL LOSS FROM LONE REDWOOD LP | 2017-05 | Purchased | 2017-12 | -$42,099 | $42,099 | |
| LONG TERM CAPITAL LOSS FROM LONE REDWOOD LP | 2017-05 | Purchased | 2017-12 | -$7,333 | $7,333 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN LONE REDWOOD LP | $7,658,126 | $7,577,710 |
| INVESTMENT IN LONE CASCADE LP | $24,335,800 | $24,362,492 |
| INVESTMENT IN LONE PICEA LP | $2,585,073 | $2,556,643 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $850 | $850 | |
| PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITY | $1,748 | $1,748 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS THRU ENTITIES | Desc |
| Revenue And Expenses Per Books | $1,703 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,703 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FROM PASS THRU ENTITIES | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
Comments