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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

s, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. Call JPMorgan Distribution Services at 1- 800.480.4111 or visit www.jpmorganfunds.com for the prospectus. Investors should carefully consider the investment objectives, risks, charges

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