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Results for “Sterling Charitable Gift Fund”

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certain factors beyond the control of the portfolio company and the General Partner. The
document IMAGES-007-HOUSE_OVERSIGHT_024073.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

certain factors beyond the control of the portfolio company and the General Partner. The economic environment for all companies, and in particular for healthcare technology and start- up companies, may remain challenging. Business risks may be more significant in portfolio compan...

Organizational Expenses: The Fund will bear expenses relating to the organization of the
document IMAGES-007-HOUSE_OVERSIGHT_024062.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Organizational Expenses: The Fund will bear expenses relating to the organization of the Fund and its affiliates and the offering of the Limited Partner Interests, including legal, accounting, travel, meeting, printing and other administrative expenses, up to an aggregate of $1,2...

NLV-I has capital commitments of $310 million, and the Fund Managers began investing in
document IMAGES-007-HOUSE_OVERSIGHT_024030.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

New Leaf Funds NLV-I has capital commitments of $310 million, and the Fund Managers began investing in mid-2005. The fund completed its new investment period in early 2008 with a portfolio of 22 companies. NLV-I has fully realized 13 investments, and there are nine active invest...

Without much fanfare but with typical political controversy, the House and Senate successfully recon
document TEXT-001-HOUSE_OVERSIGHT_029438.txt Jan 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1 JANUARY 2, 2018 0BTAX REFORM SIGNED INTO LAW OVERVIEW Without much fanfare but with typical political controversy, the House and Senate successfully reconciled their respective tax bills and the new tax legislation (the “Act”), was signed into law by Presiden...

Valuation discounts. On August 2, 2016, the IRS released proposed regulations, which may limit valua
document IMAGES-003-HOUSE_OVERSIGHT_014521.txt Aug 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX ALERT 2016-5: THE 2016 ELECTION: TAX CHANGES EXPECTED Valuation discounts. On August 2, 2016, the IRS released proposed regulations, which may limit valuation discounts for transfers of interests in family-controlled entities.2 These regulations contain many ambiguities, and...

”Thinking About the Environment and Technology”
document TEXT-001-HOUSE_OVERSIGHT_031354.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NOBEL CHARITABLE TRUST ”Thinking About the Environment and Technology” * Unauthorized use of information, postings and distributions are strictly prohibited. For information, please contact the Nobel Charitable Trust at [email protected] The Nobel Charitable Trust 1...

The Fund Managers have been an active investor in the medical device sector across the New
document IMAGES-007-HOUSE_OVERSIGHT_024034.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

MEDICAL DEVICES RETURNS SUMMARY: The Fund Managers have been an active investor in the medical device sector across the New Leaf and Sprout Funds. Combined, the Fund Managers have invested $371 million in 29 medical device companies, and have gross realizations of $394 million a...

also were not in compliance with the company’s internal
document IMAGES-007-HOUSE_OVERSIGHT_022521.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

also were not in compliance with the company’s internal policies, which provided that charitable donations gener- ally should be made to healthcare institutions and relate to the practice of medicine.’” Proper due diligence and controls are critical for charitable giving. In gen...

The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PRAISE FOR The 4-Hour Workweek “It’s about time this book was written. It is a long-overdue manifesto for the mobile lifestyle, and Tim Ferriss is the ideal ambassador. This will be huge.” —JACK CANFIELD, cocreator of Chicken Soup for the Soul®, 100+ million copies sold “Stunnin...

They say that you can read a person’s feelings on his face. But if so, either
document TEXT-001-HOUSE_OVERSIGHT_027849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Night Flight They say that you can read a person’s feelings on his face. But if so, either I’m a very good actor – the opposite of what anyone who has worked closely with me would tell you – or the journalists clustered in front of me weren’t very good face-readers. They said th...

This Memorandum has been prepared for private information purposes only and it may not be used for,
document IMAGES-007-HOUSE_OVERSIGHT_024113.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

This Memorandum has been prepared for private information purposes only and it may not be used for, and shall not be deemed, a public offering of interests in the Fund. This Memorandum is strictly for private use by its holder and may not be passed on to third parties or otherwis...

Examples of Improper
document IMAGES-007-HOUSE_OVERSIGHT_022518.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Examples of Improper Travel and Entertainment # a $12,000 birthday trip for a government decision- maker from Mexico that included visits to wineries and dinners # $10,000 spent on dinners, drinks, and entertainment for a government official "a trip to Italy for eight Iraqi go...