Search for: "PF Participation Funding Trust" Results 1 - 20 of 22
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2 May 2023, 9:01 pm by renholding
It participates in capital formation for startups to late-stage companies. [read post]
4 Dec 2013, 9:07 am by Hedge Fund Lawyer
As of the beginning of 2013, individuals, estates and trusts are subject to a Medicare tax of 3.8% on “net investment income” (or undistributed “net investment income”, in the case of estates and trusts) for each taxable year. [read post]
6 May 2015, 6:20 am by Gene Takagi
Because governments pay only if the programs work, the PFS model has the potential to more effectively allocate taxpayer dollars while increasing funding for programs that deliver improved social outcomes. [read post]
31 Dec 2019, 8:13 am by CFM Admin
Statements must be sent to investors in the fund within 120 days after the fund’s fiscal year end. [read post]
16 Apr 2020, 4:55 am by Hedge Fund Lawyer
Under the name “Avanti Bank & Trust,” the future bank is partnering with Blockstream to provide payment, custody, securities, and commodities activities for institutional customers using digital assets (“Avanti”). [read post]
5 Apr 2018, 8:24 am by CFM Admin
Additionally, the statement lists considerations for market participants operating online trading platforms and encourages those market participants to consult with legal counsel and contact SEC staff for assistance in analyzing and applying the federal securities laws. [read post]
23 Aug 2017, 10:28 am by CFM Admin
 In March, the SEC rejected a proposed rule change to list and trade shares of the Winklevoss Bitcoin Trust as commodity-based trust shares on the Bats BZX Exchange. [read post]
20 Apr 2023, 1:20 pm by Marcia Delgadillo
A qualified custodian generally is a federal or state-chartered bank or savings association, certain trust companies, a registered broker-dealer, a registered futures commission merchant, or certain foreign financial institutions. [read post]
21 May 2022, 11:11 am by Gene Takagi
investment fund; impact incubator; nonprofit/for-profit partnership; social impact operating companyConsiderations and pressure points include: role and overlay of mission; who is driving the train; governance options; where is the money coming from; structuring the relationship; fiduciary considerations; maintaining and understanding appropriate boundaries (legal, perception); cultural issues; conflicts of interest (real and apparent); compensation issues; engaging with insiders /… [read post]
4 Jun 2022, 11:53 am by Gene Takagi
… Table 2, below, provides the total number of returns and other forms for fiscal years 2017 to 2020, including Forms 990, 990-EZ, 990-N, 990-PF, and 990-T, 4720 (excise tax return of charities and other persons), 5227 (split-interest trust information return), and 8872 (political organization report of contributions and expenditures). [read post]
18 Oct 2019, 10:11 am by CFM Admin
Bakkt further announced that it acquired a New York state trust charter through the New York State Department of Financial Services, and that this approval to create Bakkt Trust Company, a qualified custodian, would allow the Bakkt Warehouse, which is part of Bakkt Trust Company, to provide bitcoin custodial services for physically delivered futures. [read post]
22 Dec 2020, 9:43 am by CFM Admin
Statements must be sent to investors in the fund within 120 days after the fund’s fiscal year-end. [read post]
27 Oct 2017, 2:16 am by CFM Admin
The SEC is seeking to bar the businessman from participating in any offering of digital securities in the future. [read post]
17 Oct 2011, 6:50 am by Hani Sarji
Shenkman will be one of several panelists participating in this program. [read post]
28 Jun 2012, 9:42 am by D. Daxton White
  For an example of how the commission works, a retiree invested in relatively low-risk mutual funds but wishing to increase income may be advised to invest in a Real Estate Investment Trust (“REIT”). [read post]
18 Dec 2023, 2:48 pm by CFM Admin
The SEC noted that it relies on a risk-based approach, utilizing industry- and firm-level data as well as information provided on disclosure documents such as Form ADV and Form PF to identify high-risk advisers. [read post]