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re presumed to mirror those in Leon's documents. • Administration expenses are assumed to be $5 million in Leon's estate and are assumed to be 2% of Debra's probate estate. • Valuation discounts totaling 30% are applied to the value of Black Family Partners. L.P. interests. • The value of the GRATs i
ghest Federal Estate Highest New York Estate Credit Tax Rate Tax Rate 2014 5.340,000 $ 2,081,800 40% 16% Notes and Assumptions: • Leon and Debra are presumed to die in 2014 with Leon immediately predeceasing Debra. • Debra's Will and Revocable Trust provisions are presumed to mirror those in
ental Solutions Worldwide 4.000 Illiquid Assets Investment Partnerships: Knowledge Universe LP 33.771.000 Sustainable Woodlands LP 19.090.000 HAO Capital Fund LP 3.141.000 Wolfensohn Capital Partners LP 2.067.000 iCrete LLC 1.501.000 Tenfore Hadings Fund I LP 494.000 Rally Labs 188.000 44% Interest B
228k $25m11 $4.2m11 25-Apr loan repay $30mi1 $ 4.3mi1 $ 4.3mi1 $30mi1 $3.1mil $6.1mil $5.6mi1 $18.0mil Trusts formed 12/31/12: Mallory (Debra) $4.1mil Gandalf (Alex) $5.12mil Rollo Tomasi (Vic) $5.12mil Tron (Josh) $5.12mil Yggdrasil (Ben) $5.12mil Self settled trusts: Ben Black
LP 31.8% Interest in BFP $912mil SustainableWoodlands $18.8mi1 Apollo Real Estate Fund LP BlueStar I. LLC $0.121 mil Annuity payable ($708mi1) HAO Capital Fund LP $3.2mil AP AR Holden 0.636 Dune Real Estate Fund LLC 2.3 Ten Fore HIdgs $300k AP Technology 0.41 Gifthorse Ptrs LLC .227 APO1 GFtAT 3 Rally
orth Statement - Leon D. Black Airplane and Yacht Airplane. Avioneta Holdings, LLC (parent of Rance Acquisitions LLC) 25,000,000 Leon owns 50.1%; Debra owns 49.9% Loan to Banc of America Leasing & Capital (23,225,000) Total Avioneta Holdings LLC $1,775,000 Yacht (Starfire) BJAV Marine Ltd. 25,
ohn Cap Ptrs $2.7mil Apollo Real Estate Fund LP &Morse Ptrs LLC .227 SuslainableWoodlands 518.8m11 AP AR Holdco 0.2 Quadrangle Cap Ptrs II 4.1 HAO Capital Fund LP $3.5mi1 AP Technology 0.055 Markstone Cap Ptrs .237 AP SHL 0.02 ProOuest Investments .114 Note due from LOB $169mil Residual Inv Corp Ifill
Entities connected to both Debra and HAO Capital Fund LP
Leon Black
PERSONPhaidon
ORGANIZATION
Athene
ORGANIZATION
Bedford
LOCATIONBlack Family Partners
ORGANIZATION
Narrows
ORGANIZATIONUS Trust
ORGANIZATION
Samantha Power
PERSONiCrete LLC
ORGANIZATIONSH Meadow Lane
ORGANIZATIONMallory Trust
ORGANIZATIONLone Cascade LP
ORGANIZATIONMillennium Group
ORGANIZATIONBHM Investors
ORGANIZATIONSOMA Colnvest
ORGANIZATIONApollo Value Colnvest
ORGANIZATIONBlack Family Trust
ORGANIZATIONAP Technology
ORGANIZATIONApollo Real Estate Fund LP
ORGANIZATIONRally Labs
ORGANIZATION