Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / dynasty-trust-schedule-a.docx
dynasty-trust-schedule-a.docx
Parties
Strathmore Corp
Greaves LLP
Initial Corp
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Capital LLC
Caldwell Ridgeline Fund IV LP
Caldwell Ridgeline Fund VI LP
Harkness LLP
Dates
April 1, 2023
April 15, 2024
April 15, 2023
April 15, 2025
May 1, 2023
May 1, 2024
May 1, 2025
May 1, 2026
June 1, 2023
June 1, 2024
Amounts
$5,000,000.00
$12,920,000
$6,750,000
$6,170,000
$5,000,000
$1,170,000
$60,000,000
$32,195,122
$80,000,000
$134,000,000
Obligations
Capitalized terms used but not otherwise defined herein shall have the meanings ascribed to such terms in the Trust Agreement
In the event of any conflict between the provisions of this Schedule A and the Trust Agreement, the Trust Agreement shall control
Upon the expiration of the annuity term of each GRAT and the satisfaction in full of all annuity payments due to the Grantor thereunder, the remainder of such GRAT (if any) shall be distributed to and thereafter held as part of the corpus of the Caldwell Family Dynasty Trust, subject to the terms and conditions of the Trust Agreement
Any additional contributions of property to the Trust by the Grantor (or by any other person) shall be reflected in a supplemental schedule or amendment to this Schedule A, which shall be executed by the Grantor (or such other contributor) and acknowledged by the Trustees
Rossiter Title: Senior Vice President, Trust Administration Date: April 1, 2023 Address: 1201 North Market Street, Suite 1600 Wilmington, DE 19801 This Schedule A is effective as of April 1, 2023 and shall be deemed a part of the Trust Agreement for all purposes
All references in the Trust Agreement to "Schedule A" or to the "Initial Trust Property" shall be deemed to refer to this Schedule A and to the property described herein