DataSet-9
EFTA00694446
4 pg
…Black Swan event has been defined
as an event or occurrence that deviates beyond what is normally expected of a situation
and that would be extremely difficult to predict. This term was popularized by Nassim
Taleb's book "The Black…
DataSet-9
EFTA01127903
7 pg
EXHIBIT D
Black Family Partners,' L.P.
ADJUSTED BOOK VALUE
AS OF JUNE 7, 2007
Assets
…
DataSet-9
EFTA00606962
2 pg
BLACK
SPEBNICK
KOPNSPAN Telephone:
Tax ID Number;
STUMPF
TRIAL ATTORNEYS
…
DataSet-9
EFTA01072368
10 pg
BLACK FAMILY COMPOSITE BALANCE SHEET SUMMARY
DECEMBER 31, 2015
Numbers In 000s
LEON & DEBRA
…
DataSet-9
EFTA01192323
6 pg
…basis
Page 4 of 6
EFTA01192326
BLACK FAMILY GROUP
ENTITY LOOK THRU…
DataSet-9
EFTA00616992
6 pg
…excess of negative tax basis
•• Distrlb in excess of tax basis
EFTA00616995
BLACK FAMILY GROUP
ENTITY LOOK THRU
Apr 30. 2014
NOTES TO FINANCIALS
(1) Included in total are several items of r…
DataSet-9
EFTA00623724
4 pg
BLACK FAMILY GROUP
ENTITY LOOK THRU Global Balance Sheet
Apr 30,2014
Assets
Cash
U.S. TRUST 98.032.293
JPM CASH/MARKETABLE SECURITIES 30.393.126 128,425.419
Financial Investments
…
DataSet-9
EFTA00606122
1 pg
BLACK FAMILY GROUP
ENTITY LOOK THRU Global Balance Sheet
Apr 30,2014
Assets
Cash
U.S. TRUST 98.032.293
JPM CASH/MARKETABLE SECURITIES 30.393.126 128,425.419
Financial Investments
…
DataSet-9
EFTA01110645
4 pg
LEON AND DEBRA BLACK
NO LOOK THROUGH
BALANCE SHEET
Apr 30, 2014
Assets NOTE
CASH
U.S. TRUST 63.137.056
JP MORGAN 7.766.090 70.903.146
FINE ART AND TANGIBLE …
DataSet-9
EFTA00616998
4 pg
LEON AND DEBRA BLACK
NO LOOK THROUGH
BALANCE SHEET
Apr 30, 2014
Assets NOTE
CASH
U.S. TRUST 63.137.056
JP MORGAN 7.766.090 70.903.146
FINE ART AND TANGIBLE …
DataSet-9
EFTA01192329
4 pg
LEON AND DEBRA BLACK
NO LOOK THROUGH
BALANCE SHEET
Apr 30, 2014
Assets NOTE
CASH
U.S. TRUST 63.137.056
JP MORGAN 7.766.090 70.903.146
FINE ART AND TANGIBLE …
DataSet-9
EFTA00597377
5 pg
BLACK ASSET SUMMARY BLACK FAMILY LEON A DEBRA
MARCH 31.2015 PARTNERS SLACK • TOTAL TRUSTS GRATS TOTAL
NOTE
ASSETS
CASH
U.S.…
DataSet-9
EFTA00617002
6 pg
BLACK ASSET SUMMARY Leon & Detre LDB 2011 LLC . 1997 Black Black Family
TOTAL Black' 2011 TRUSTS Family Trust—…
DataSet-9
EFTA00587156
3 pg
BLACK FAMILY ESTATE PLANNING
APRIL 3, 2013 MEETING AGENDA
I. Revised Testamentary Plan
a. Provisions for Debra
i. Portion outright and portion in trust.
ii. Power of appointment.
b. Charitable provisions (at Leon's death and at death of survivor…
DataSet-9
EFTA01125125
6 pg
BLACK ASSET SUMMARY Leon 8, Debra LOB 2011 LLC . 1997 Black Black Family
TOTAL Black' 2011 TRUSTS Family Tru…
DataSet-9
EFTA01088276
14 pg
…Trust residuary estate under his
Debra Black, Barry Cohen, John Hannan Tangibles.
9/30/97, amended …
DataSet-9
EFTA01078509
7 pg
APO2 TRUST
BLACK ASSET SUMMARY LEON 8 DEBRA LOB 2011 LLC • SLAM FOAMY BLACK FAMILY
NOTE TOTAL BLACK 20…
DataSet-9
EFTA00583490
9 pg
…cane collection, rare book collection, bronzes, etc.).
Eileen.
2. Prepare inventory of Debra's personal property, including jewelry. Family Office In progress
…
DataSet-9
EFTA01071282
7 pg
…ii) reimburse Leon for his tax liability.
Jib Black will be the "second" attorney reviewing the cash flow plan. Consider
6. Team
the timing for getting him involved.
Once valuation is received, update books and records to…
DataSet-9
EFTA01088296
42 pg
…8 BOOKS AND RECORDS; REPORTS 10
Article 9 TRANSFER; WITHDRAWAL, BANKRUPTCY, DISABILITY
OR DEATH OF PARTNER 11
Article 10 DISSOLUTION 12
Article 11 POWER OF ATTORNEY 13
Article 12 MISCELLANEOUS …
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