Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / grat-c-annuity-payment-schedule.xlsx
grat-c-annuity-payment-schedule.xlsx
Parties
Harkness LLP
Post-discount FMV LP
Caldwell Ridgeline Fund IV LP
Delaware LP
Caldwell Ridgeline Fund VI LP
Ashford Valuation Group LLC
Beginning-of-Year Corp
Pre-Payment Corp
Dates
June 1, 2023
June 1, 2024
June 1, 2025
June 1, 2026
June 15, 2023
Amounts
$38,000,000
$25,300,000
$13,953,759
$41,861,277
$12,000,000
$7,800,000
$14,000,000
$9,100,000
$8,400,000
$1,900,000
Obligations
Caldwell (serving as Trustee of the Caldwell 2023 Carried Interest GRAT) Payment Method | Annuity may be satisfied in cash or by distribution of trust assets in kind at then-current fair market value In-Kind Payment Valuation | If payment is made in kind, assets distributed must be valued at fair market value as of the date of distribution; an independent appraisal by Ashford Valuation Group LLC (Dr