Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / grat-c-carried-interest-trust-agreement.docx
grat-c-carried-interest-trust-agreement.docx
Parties
Caldwell Ridgeline Capital LLC
Caldwell Ridgeline Fund IV LP
Caldwell Ridgeline Fund VI LP
Ashford Valuation Group LLC
Estate Tax Inc
Fund VI LP
Strathmore Corp
Greaves LLP
Dates
June 1, 2023
April 1, 2023
May 31, 2026
June 15, 2023
June 1, 2024
June 1, 2025
June 1, 2026
Amounts
$38,000,000
$13,953,759
$25,300,000
$12,000,000
$7,800,000
$14,000,000
$9,100,000
$8,400,000
$16,900,000
Obligations
Caldwell and Northgate Trust Company of Delaware, a Delaware-chartered trust company with its principal office at 1201 North Market Street, Suite 1600, Wilmington, Delaware 19801; and WHEREAS, this Trust shall be governed by and construed in accordance with the laws of the State of New York
(c) "Code" or "IRC" shall mean the Internal Revenue Code of 1986, as amended from time to time, and any successor provisions thereto
References to specific sections of the Code shall be deemed to include references to any successor sections or provisions
(d) "Dynasty Trust" shall mean the Caldwell Family Dynasty Trust, a Delaware irrevocable trust established as of April 1, 2023, with co-trustees Thomas R
(e) "Funding Date" shall mean June 1, 2023, the date on which the Initial Trust Property is transferred to the Trust
(f) "Grantor" shall mean Jonathan Robert Caldwell, an individual residing at 418 East 72nd Street, Apt