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ut the mutual fund and should be read carefully before investing. As applicable, portions of mutual fund performance information may be provided by Lipper, a Reuters company, subject to the following: O 2011 Reuters. All rights reserved. My copying, republication or redistribution of Lipper content, in
undation Timeline Not to exist in perpetuity. Goal is to spend all of its resources within 50 years after Bill and Melinda's Perpetual. deaths. Size Gates Foundation (grants): $29.9B.* Gates Foundation Trust (investments): 529.7B.* $10.4B.** Foundation Type Private operating foundation. Private non-operating
Proxy, and Membership. • As of January 1, 2009 (from 990-PF tax filing) • • As of September 30, 2009 (from 990.PF tax filing) Additional sources: Gatesfoundation.org, Fordfoundation.org EFTA00618103 Important information IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax a
ut the mutual fund and should be read carefully before investing. As applicable, portions of mutual fund performance information may be provided by Lipper, a Reuters company, subject to the following: O 2011 Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, i
Private Bank Overview STRUCTURAL COMPARISON OF FORD AND GATES FOUNDATIONS J.P. Morgan EFTA00599046 Gates Foundation Private operating foundation Gates Foundation Governance Trustees and Co-Chairs • Bill Gates, tru
devotion to small grants. • Last year, Ford's assets fell 30 percent to 49.5 billion, yet it remains the country's second-largest foundation after the Gates Foundation. It has said it will increase its payout as a percentage of its assets this year and next. Ankles of Incorporation • The corporation is organized
ut the mutual fund and should be read carefully before investing. As applicable, portions of mutual fund performance information may be provided by Lipper, a Reuters company, subject to the following: O 2011 Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, i
undation Timeline Not to exist in perpetuity. Goal is to spend all of its resources within 50 years after Bill and Melinda's Perpetual. deaths. Size Gates Foundation (grants): 529.9B.* Gates Foundation Trust (investments): S29.78.* 510.4B.** Foundation Type Private operating foundation. Private non-operating
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