EFTA02700566
Comments
File Details
- File Name
- EFTA02700566.pdf
- Data Set
- DS 11
- Type
- Category
- financial
- Size
- 2.7 MB
- Pages
- 27
Document Text
LEON D. BLACK - SS NO. 056-384069 SCHEDULE OF TAXABLE GIFTS MADE TO THE JUDAH INVESTMENTS TRUSTS (A THRU K) - DEC 21, 2006 GRANTOR RETAINED ANNUITY TRUSTS December 2006 (6.8%) TOTAL FOR ALL DECEMBER GRATS: year 1 2 annuity Percent annuity amount 49.5683% $ 290,175,433.68 59.4820% $ 348,210,520.41 99.9900% $ 585,346,794.47 $ 585,405,335.00 initial FMV of trust $ 585,346,794.47 retained interest 58,540.53 taxable ift 99.99% 0.01% 700.00% Initial FMV 9f Trust Fund 460,000.00 Apollo Management III„ LP 1.420,000.00 Apollo Management IV, LP 3.690,000.00 Apollo Management V. LP $ 45,600,000.00 Apollo Management VI, LP $ 227,000,000.00 9.600,000.00 $ 87.000.000 00 $ 20.800,000.00 $ 98.800,000.00 $ 80,500,000.00 $ 10,535.335.00 $ 585,405,335.00 Apollo Investment Management, LP Apollo Value Inv Fund Mgt., LP Apollo SW Management, LP Apollo Asia Management LP Apollo Europe Management LP Apollo Alternative Assets LP Apollo Adv VI LP 8, Apollo Adv. VI (EH) LP TOTAL Judah Investment Trust A December 2006 (5.8%) year 1 2 annu' y percent annuity amount 49.5683% $ 228,014.15 59.4820% $ 273.616.98 99.9900% $ 459,954.00 460,000.00 initial FMV of trust 459,954.00 retained interest 46.00 taxable gift 460,000.00 appraised value of 30.35% interest in Apollo Management ill LP EFTA_R1_02067158 EFTA02700566 LEON D. BLACK • SS NO. 05638.1069 SCHEDULE OF TAXABLE GIFTS MADE TO THE JUDAH INVESTMENTS TRUSTS (A THRU K) - DEC 21,