> **FICTITIOUS DOCUMENT — FORGE DEMO ONLY · specimen data built for a product demonstration · no real family, firm, fund, bank, or person is depicted**

> FICTITIOUS DOCUMENT — FORGE DEMO ONLY

# K-1 Roster — Tax Year 2025

Expected vs. will-arrive tracking for the office's partnership K-1s. Six are **expected**; four will
**arrive** in the corpus — the gap is deliberate so the K-1 machine can demo the missing-diff. One
arriving K-1 is **amended**. Line-item data: [`k1-roster.csv`](k1-roster.csv).

| Partnership | Recipient entity | Expected | Will arrive | Status | Box 1 ord. income | Interest | Dividends | States |
|---|---|---|---|---|---|---|---|---|
| Cormorant IV | Ellencourt 2012 Descendants Trust | YES | YES | Original | $1,850,000 | $210,000 | $640,000 | DE, NY, CA |
| Blackford III | Wrenfield Holdings LLC | YES | YES | **AMENDED** | $970,000 | $120,000 | $415,000 | DE, MA |
| Harrow Point RE II | Kestrel Lane LLC | YES | **NO (missing)** | Not received | — | — | — | — |
| Windham Credit | Ellencourt 2012 Descendants Trust | YES | **NO (missing)** | Not received | — | — | — | — |
| Sturgis Valley Cider | Wrenfield Holdings LLC | YES | YES | Original | $1,240,000 | $6,500 | $0 | MT |
| Kestrel Lane | Ellencourt 2012 Descendants Trust | YES | YES | Original | $2,310,000 | $44,000 | $0 | CT, MT |

## Diff summary

- **Expected:** 6
- **Arriving:** 4 (Cormorant IV, Blackford III, Sturgis Valley Cider, Kestrel Lane)
- **Missing (expected − arriving):** **Harrow Point RE II, Windham Credit**
- **Amended:** **Blackford III**

The income figures on the four arriving K-1s are anchors — the corresponding custodian-statement income
sections must reproduce them. See [`ANCHORS.md`](ANCHORS.md). Note in particular: **Sturgis Valley Cider
Box 1 = $1,240,000** must match the cidery's board minutes.