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Donor A Conduit US Donor B Conduit US Donor C Conduit (Type I Supporting Organizations) ors J.P. Morgan Tax neutral jurisdiction The Gates & J.P. Morgan Charitable Giving Fund (Foreign* private charitable foundation) The Gates & J.P. Morgan Charitable Giving Fund (Domestic qualif
A01301115 Executive Summary Opportunity • The Gates Foundation has established a leadership position
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
d subaccounts) J.P.Morgan US Its Donor B Conduk US Donor C Conduit (Type I Supporting Organizations) lA * Tax neutral jurisdiction The Gates & J.P. Morgan Charitable Giving Fund (Foreign* private charitable foundation) The Gates & J.P. Morgan Charitable Giving Fund (Domestic qualif
FTA02693049 Executive Summary Opportunity The Gates Foundation has established a leadership position
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
ntial Treatment Requested by JPMorgan Chase SDNY_GM_00078561 JPM-SDNY-00001688 EFTA_00189028 EFTA01301140 Structure Alternative structure The Gates GI.P. Morgan Charitable Giving Fund Governing Board of Directors (s- 10 baud members) The Gates &).P. Morgan Charitable Giving Fund (Sponsonnspub
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
Entities connected to both Robert Gates and Wealth Advisory

Jeffrey Epstein
PERSON
Marc Rich
PERSON
Melinda Gates
PERSON
Prince Charles
PERSON
Condoleezza Rice
PERSON
Bill & Melinda Gates Foundation
ORGANIZATION
Warren Buffett
PERSON
JPMorgan Chase
ORGANIZATION
Philanthropy
ORGANIZATION
Susan Rice
PERSONCalvert
ORGANIZATIONLucas Phelps
PERSONMichael Cembalest
PERSON
Anthony Lake
PERSON
Indra K. Nooyi
PERSONGlobal Access
ORGANIZATIONGavea Investimentos
PERSONGoverning Board of Directors
ORGANIZATIONSeth Berkley
PERSONBrian Carlin
PERSON