Epstein File EFTA01389308: Endowment, Withheld and Treat (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01389308: Endowment, Withheld and Treat (DS10)

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This document contains provisions from the Access Fund partnership agreement regarding tax treatment and withholding. It specifies that taxes withheld from or payable with respect to income allocable to the Access Fund shall be treated as cash received by the fund, and that each Limited Partner receives a distribution equal to the portion of withheld taxes attributable to that partner. The document also references Georgetown University Endowment preferred dividends and holding period requirements.

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withheld treat endowment university endowment

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Excerpt 1

The Access Fund will treat any tax **withheld** from or otherwise payable with respect to income allocable to the Access Fund as cash received by the Access

Excerpt 2

Similar provisions would apply in the case of taxes required to be **withheld** by the Access Fund or when the Access Fund must pay taxes on behalf of the

Excerpt 3

The Access Fund will **treat** any tax withheld from or otherwise payable with respect to income allocable to the Access Fund as cash received by the Access