Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / foundation-conflict-of-interest-policy.docx
foundation-conflict-of-interest-policy.docx
Parties
New York Not-for-Profit Corp
M. Hartfield
Caldwell Ridgeline Capital LLC
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Fund IV LP
Caldwell Ridgeline Fund VI LP
Meridian Crest Partners LLC
Havensbrook Wealth Advisors LLC
Dates
March 20, 2023
July 14, 2023
September 15, 2023
Amounts
$5,000
$10,000,000
$5,000,000
$20,000
$500,000
Obligations
The Foundation is committed to the principle that no Foundation assets, income, resources, or opportunities shall be used, directly or indirectly, for the personal benefit of any Disqualified Person (as defined herein)
In the event of any conflict between this Policy and applicable law, the requirements of applicable law shall control
ARTICLE II — DEFINITIONS As used in this Policy, the following terms shall have the meanings set forth below
Capitalized terms not defined in this Article shall have the meanings ascribed to them elsewhere in this Policy or, if not so defined, shall be interpreted consistently with the definitions provided in IRC §§ 4940 through 4946 and the Treasury Regulations promulgated thereunder
This list is illustrative and not exhaustive, and the designation of Disqualified Persons shall be reviewed and updated at least annually in accordance with Section 9
Caldwell) shall maintain an updated register of all Disqualified Persons known to the Foundation (the "Disqualified Persons Register"), which register shall be updated no less frequently than annually and reviewed by the Board of Directors in conjunction with the annual policy review described in Article IX