FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / spousal-consent-acknowledgment.docx
spousal-consent-acknowledgment.docx · 1034-00004

Parties

Harkness LLP
Strauss LLP
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Capital LLC
Caldwell Ridgeline Fund IV LP
Caldwell Ridgeline Fund VI LP
M. Hartfield
New York Not-for-Profit Corp

Dates

April 1, 2023
April 15, 2023
May 1, 2023
June 1, 2023
March 20, 2023
July 14, 2023
March 15, 2023
October 3, 2010
February 6, 2023

Amounts

$18,000,000
$300,000,000
$60,000,000
$32,195,122
$80,000,000
$134,000,000
$29,375,859
$38,000,000
$12,000,000
$14,000,000

Obligations

Caldwell shall serve as both the grantor and the trustee of GRAT A during the annuity term
the excess of the trust corpus and appreciation over the annuity payments made) shall pass to the Caldwell Family Dynasty Trust, as described in Section 1
Caldwell shall serve as both the grantor and the trustee of GRAT B during the annuity term
(h) Remainder Beneficiary: Upon the expiration of the three-year annuity term, all remaining trust assets shall pass to the Caldwell Family Dynasty Trust
Caldwell shall serve as both the grantor and the trustee of GRAT C during the annuity term
Caldwell shall serve as the Distribution Committee