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athan Horowitz, Philanthropic Advisor Wealth Advisory • Debra Treyz, Senior Wealth Advisor • Janine Racanelli, Senior Wealth Advisor Works with Philanthropy The Gates & J.P. Morgan Charitable Giving Fund Board of Directors Strategic Program Grant and Distribution Committee Committee Memberl Mel
S. Philanthropic Services Casey Burgess, Philanthropic Advisor - Connie Brandeis, Philanthropic Advisor Jonathan Horowitz, Philanthropic Advisor Wealth Advisory • Debra Treyz, Senior Wealth Advisor • Janine Racanelli, Senior Wealth Advisor Works with Philanthropy The Gates & J.P. Morgan Charitable Givin
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n SDNY_GM_00078575 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00001702 EFTA 00189042 EFTA01301154 S T. L.P. Morgan's global Wealth Advisory team provides global reach and deep experience in advising clients on customized giving strategies niamanoy Donor requirements Structuringand tax
Horowitz , Philanthropic Advisor Wealth Advisory • Debra Treyz, Senior Wealth Advisor • Janine Racanelli, Senior Wealth Advisor Works with Im1 Philanthropy The Gates & J.P. Morgan Charitable Giving Fund Board of Directors Strategic Program / S.O. Strategic Program / Grant and Grant and Distributio
hilanthropic Services • Casey Burgess, Philanthropic Advisor • Connie Brandeis, Philanthropic Advisor • Jonathan Horowitz , Philanthropic Advisor Wealth Advisory • Debra Treyz, Senior Wealth Advisor • Janine Racanelli, Senior Wealth Advisor Works with Im1 Philanthropy The Gates & J.P. Morgan Charitable
Entities connected to both Philanthropy and Wealth Advisory

Jeffrey Epstein
PERSON
Robert Gates
PERSON
Melinda Gates
PERSON
Prince Charles
PERSON
Marc Rich
PERSON
Bill & Melinda Gates Foundation
ORGANIZATION
JPMorgan Chase
ORGANIZATION
Warren Buffett
PERSON
Condoleezza Rice
PERSONCalvert
ORGANIZATIONMichael Cembalest
PERSONthe Sponsoring Public Organization
ORGANIZATIONBoard &
ORGANIZATIONIntl Donor
ORGANIZATIONNon-U.S. Family
ORGANIZATIONReal Asset Group
ORGANIZATIONGlobal Access
ORGANIZATIONGates & J.P.
ORGANIZATIONMorgan Chartable
ORGANIZATIONPotential Committee
ORGANIZATION