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M-SDNY-00001662 EFTA_001 89002 EFTA01301116 Executive Summary Objectives • Enable collaboration of donors with the Gates Foundation • Leverage the Gates Foundation's philanthropic expertise and execution on behalf of broader donor pool • Leverage J.P. Morgan's global reach, infrastructure investment management a
Philanthropic Objectives Philanthropy: Case Study Ili= U.S. Individual IN $10Bn of restricted stock i ll $100MM annually for health Bill and Melinda Gates Foundation Adjust Strategy "t• Develop Strategy Measme Progress lk Make Grants The Philanthropy Centre at J.P. Morgan J.P Morgan U.S. Family 5300M
ock Specialists J.P. Morgan Global Real Asset Group The Philanthropy Centre at J.P. Morgan J.P. Morgan Endowments & Foundations Group GMAG Global Access Platform Global Investment Specialists Closely Held Asset Management Group Advice Lab J.P. Morgan 1 As of March 31, 2011 ▪ Worldwide networ
Morgan 2 EFTA_R 1_020361 1 1 EFTA02693050 Executive Summary Objectives • Enable collaboration of donors with the Gates Foundation • Leverage the Gates Foundation's philanthropic expertise and execution on behalf of broader donor pool • Leverage J.P. Morgan's global reach, infrastructure investment management a
l Assets S10Bn of restricted stock Philanthropic Objectives Philanthropy: S100MM annually for health S100MM Philanthropic Expertise Bill and Melinda Gates Foundation A Adjust Strategy The Phdanthropv Centre at J.P. Morgan J.P. Morgan Case Study 2: U.S. Family 4300MM of LP interest in a private equity fund
k Specialists J.P. Morgan Global Real Asset Group The Philanthropy Centre at J.P. Mor • an J.P. Morgan Endowments & Foundations Group GMAG Global Access Platform Global Investment Specialists Closely Held Asset Management Group Advice Lab IP. Morgan I As of March 31, 2011 Worldwide network of
team of business analysts and IV Lab experts evaluates each problem to assess the opportunity for invention and impact. We encourage the staff at the Bill & Melinda Gates Foundation to share problems with our team for evaluation and possible research and development activity. We have also dedicated staff to handle one-off inqu
possible research and development activity. We have also dedicated staff to handle one-off inquires received from the staff at the Bill & Melinda Gates Foundation. In situations where we may have limited ability to tackle a problem, Global Good could play an advisory role, connecting you to qualified external
commit to building a dynamic, economically-viable business ecosystem around these solutions. Global Good is a for-profit entity that subscribes to Global Access principles. This means that our partners benefit from royalty-free commercialization of our inventions in the developing world. Royalties generated
Entities connected to both Bill & Melinda Gates Foundation and Global Access

Robert Gates
PERSON
Melinda Gates
PERSON
Marc Rich
PERSON
Prince Charles
PERSON
Warren Buffett
PERSON
JPMorgan Chase
ORGANIZATION
Condoleezza Rice
PERSON
Philanthropy
ORGANIZATIONBrian Carlin
PERSON
Indra K. Nooyi
PERSONSeth Berkley
PERSONGates & J.P. Morgan Charitable
ORGANIZATIONthe Sponsoring Public Organization
ORGANIZATIONBoard &
ORGANIZATIONIntl Donor
ORGANIZATIONNon-U.S. Family
ORGANIZATIONReal Asset Group
ORGANIZATIONGates & J.P.
ORGANIZATIONMorgan Chartable
ORGANIZATIONWealth Advisory
ORGANIZATION