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EFTA00618103

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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

ng or other operations in such markets relevant to its structured products or options exposures. Structured products and options are not insured by the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Board, or any other governmental agency. In discussion of options and other strategies, results and risks are based sol

EFTA00599046

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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

EFTA00599055

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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