2/11,2020 Jeffrey Epstein SIOOD.00 Single Donation 09/26/1990 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Year(s) Donor Categorization Active Sustainer Lifetime Cashlln-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://intedochen.my.salesiorce.cominOMIXIMMyGNLip?retURL=006A0000009ytINL?srPos=1361srEp=006 Mr. Epstein DO NOT LIST INT 000101 56 EFTA00102802
2/1212020 Jeffrey Epstein S1C00.00 Single Donation 09/26/1990 — Salesforee - Enterprise Edition Lifetime IPR $0.00 Combined Lifetime Other $315,805.48 Combined Additional information Parent Account System Information Created By ICA-Automation, 7/16/2010 2:28 PM Last Modified By Dave Limer, 2/12/2020 3:55 AM Latitude 34.386697500000000 PatronManager (MapAnything) Account ID Longitude 47.435001799999990 (MapAnything) Quality (MapAnything) 50.00% Custom Links Google Maps Google Search Opportunity Field History 11/18/2010 11:31 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 09/26/1990 to Jeffrey Epstein $1000.00 Single Donation 09/26/1990. Created. Stage History Received Amount $1,000.00 Probability (%) 100% Expected Revenue $1,000.00 Close Date 9/26/1990 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-218686 Designation 570100 New York Alumni Meeting 11/12/90 Designated Amount $1,000.00 Posted Date 9/26/1990 12:00 AM Reversed Reversed Date Reversal Posted Date GL Debit Amount $0.00 GL Credit Amount $1,000.00 GL Net Amount $1,000.00 CONFIDENTIAL hups://interlochen.mysalesforeexorn/006A0000009yGNUrretURL=/C06A0000009yGNL?srPos=13&srKpA306 INT 000102 616 EFTA00102803
2,11202(1 Jeffrey Epstein 51658.50 Single Donation 04/27/ 1992 - Salesforce - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $1658.50 Single Donation 04/27/1992 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $1658.50 Single Donation 04/27/1992 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $1,658.50 $0.00 $1,658.50 4/27/1992 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment / Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 6) Dir/IPR - NonTrustee 1k-5k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341182 Externalld 1002598892 Online Glft User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Receipted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIRIlling Country INT 000103 htips://interlochen.my.salesiorce.comf006AW00009yGNR/p?retURL=1006A00(O009yGNR7srPos=7&srKp=006 1,6 EFTA00102804
VI V2020 Jeffrey Epstein 51658.50 Single Donation (42711992 - Salesforce - Enterprise Edition Designations Fund Group ICA Amount Fund Group IPR Amount Fund Group Other Amount Write-In Designation Designation Summary $0.00 $0.00 $1,658.50 New York Alumni Meeting 11112/90 ($1,658.50) I Total Donation Amount: $1,658.50 (litps-//www hlarkhatirl rnm/filesIstipportlhelpfiles/liiminate-rrmll iiminate CRM html#cshid=2001) Search Designatii AVAILABLE DESIGN 000000 Box Ofh 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 570100 New York Alumni Meeting 11/12R 1658.50 posted (designations read-only unless reversed). Gift has been Total Amount 51,658.50 Designated 51,658.50 Undesignated $0 Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 4/2711992 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salesiorce.comf06A000009yGNR/p?retURL=AXI6A00(O009yGNR7srPos=7ffisrKp=006 INT 000104 2.6 EFTA00102805
2/1/12021 Jeffrey Epstein 51658.50 Single Donation 04/27/1992 - Salesforce - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,992 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://intedochen.my.salesiorce.comf006A0000009yGNR/p?retURL=1006A00(0)09yGNR7srPoMsrKp=006 INT 000105 3,6 EFTA00102806
2/ 11+2020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $43.35 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein 51658.50 Single Donation 04/27/1992 - Salesforce - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhancerl I etter ISLIZACS.P.ladge Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesioree.comf006A00000119yGNR/p?retURL=1006A0000009yGNR7srPos=7&srKp=006 INT 000106 4/6 EFTA00102807
2M/2020 Jeffrey Epstein SI658.50 Single Donation 04/27/1992 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Year(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorce.comiTIO6A0000009yGNR/p?retURL=1006A00(0)09yGNR7srPos=7&srKp=006 Mr. Epstein DO NOT LIST INT 000107 516 EFTA00102808
2/12/2020 Jeffrey Epstein S165830 Single Donation 04/27/1992 —Salesforee - Enterprise Edition Lifetime PR $0.00 Combined Lifetime Other $315,805.48 Combined Additional information Parent Account System Information Created By ICA-Automation. 7/16/2010 2:28 PM Last Modified By Dave Limer, 2/12/2020 3:55 AM Latitude 34.386697500000000 PatronManager (MapAnything) Account ID Longitude 47.435001799999990 (MapAnything) Quality (MapAnything) 50.00% Custom Links Goggle I= Google Search Opportunity Field History 11/18/2010 11:31 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 04127/1992 to Jeffrey Epstein $1658.50 Single Donation 04/27/1992. Created. Stage History Received Amount $1,658.50 Probability (%) 100% Expected Revenue $1,658.50 Close Date 4/27/1992 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-339053 Designation 570100 New York Alumni Meeting 11/12/90 Designated Amount $1,658.50 Posted Date 4/27/1992 12:00 AM Reversed Reversed Date Reversal Posted Date GL Debit Amount $0.00 GL Credit Amount $1,658.50 GL Net Amount $1,658.50 CONFIDENTIAL hups://interlochen.mysalesforee.com/006A0000009yGNRfp?retURL./006AC000309yGNR?si ttsrKp406 INT 000108 616 EFTA00102809
VI V2020 Jeffrey Epstein 51700.00 Single Donation 10/ I 2/1990 - Salesforce - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $1700.00 Single Donation 10/12/1990 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $1700.00 Single Donation 10112/1990 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $1,700.00 $0.00 $1,700.00 10/12/1990 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment / Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 6) Dir/IPR - NonTrustee 1k-5k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341177 Externalld 1002598877 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Receipted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIning Country INT 000109 htips://interlochen.my.salesiorce.comf006A0000009yGNM/plretURL=O/6A0(O0(MyGNM?srEns= I 28zsrEp=006 U6 EFTA00102810
12020 Jeffrey Epstein 51700.00 Single Donation 10/ I 2/1990 - Salesforce - Enterprise Edition Designations Fund Group ICA Amount Fund Group IPR Amount Fund Group Other Amount Write-In Designation $0.00 $0.00 $1,700.00 Designation Summary New York Alumni Meeting 11/12/90 ($1,700.00) I Total Donation Amount: $1,700 (litps-//www hlarkhatirl rnm/filesisupportlhelpfiles/kiminate-rrmil uminate CRM html#cshid=2001) Search Designatk AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 570100 New York Alumni Meeting 11/12R 1700.00 posted (designations read-only unless reversed). Gift has been Total Amount $1,700 Designated $1,700 Undesignated SO Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 10/12/1990 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salesioree.comaXMA0000009yGNM/p?retURL="006A0(O0(MyGNM?srEos=l2&srEp=006 INT 000110 2.6 EFTA00102811
2/12/2021 Jeffrey Epstein 51700.00 Single Donation 10/12/1990 - Salesforee - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,991 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlochen.my.salesiorre.comf006A000009yGNM/p?retURL="006A0(000MyGNM?srEos=l2&srEp=006 INT 000111 36 EFTA00102812
2 11 2020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $44.43 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein S17011.00 Single Donation 10/12/1990 - Salesforce - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhanr.ed I etter formula BLItaYil.P.lad9e Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesioree.comf06A0000009yGNM/p?retURL=C0MA0(O0(MyGNM?srEns=12&srEp=006 INT 000112 .tt EFTA00102813
2/12,2020 Jeffrey Epstein 51700.00 Single Donation 10/12/1990 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" YeaNs) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorce.comi006MXXXXXSyGNM/plretURL=COMA0(000MyGNM?srEns=l2&srEp=006 Mr. Epstein DO NOT LIST INT 000113 5,6 EFTA00102814
2/12/2020 Lifetime IPR Combined $0.00 Jeffrey Epstein S1700.00 Single Donation 10,11211990 —Salesforee - Enterprise Edition Lifetime Other Combined $315,805.48 Additional Information Parent Account System Information Created By Latitude (MapAnything) Longitude (MapAnything) Quality (MapAnything) Custom Links ICA-Automation. 7/16/2010 2:28 PM 34.386697500000000 47.435001799999990 50.00% Last Modified By PatronManager Account ID aaolaidarza Google Search Opportunity Field History 11/18/2010 11:31 AM Dave Limer, 2/12/2020 3:55 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 10/12/1990 to Jeffrey Epstein $1700.00 Single Donation 10/12/1990. Created. Stage History Received Amount $1,700.00 Probability (%) 100% Expected Revenue $1,700.00 Close Date 10/12/1990 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-348915 Designation Designated Amount Posted Date Reversed Reversed Date Reversal Posted Date GL Debit Amount GL Credit Amount GL Net Amount 570100 New York Alumni Meeting 11/12/90 $1,700.00 10/12/1990 12:00 AM $0.00 $1,700.00 $1,700.00 CONFIDENTIAL hups://intedochen.my.salesforeexem/006A0000009yGNM/rretURL=/006A0000009yGNM?srPos=12&srKS106 INT 000114 616 EFTA00102815
2, 12/21120 Jeffrey Epstein 52646.98 Single Donation 11/W1990 - Saltsforce - Enterprise Edition Close Window Print This Page • Expand All I Collapse All Jeffrey Epstein $2646.98 Single Donation 11/16/1990 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $2646.98 Single Donation 11116/1990 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $2,646.98 $0.00 $2,646.98 11/16/1990 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment / Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 6) Dir/IPR - NonTrustee 1k-5k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341179 Externalld 1002598883 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Recelpted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONF DENTAL ling Country htips://interlochen.my.salcsiorce.comf06A000009yGNO/rretURL 6A0000009yGNOlsrPos=10&•ap4)06 INT 000115 U6 EFTA00102816
VI V21120 Jeffrey Epstein 52646.98 Single Donation 11/1611990 - Salcsforce - Enterprise Edition Designations Fund Group ICA $0.00 Amount Fund Group IPR $0.00 Amount Fund Group Other $2,646.98 Amount Write-In Designation Designation Summary New York Alumni Meeting 11/12/90 ($2,646.98) I Total Donation Amount: $2,646.98 (iiips-//www hlarkhatirl rnmifilesisupportlhelpfileciluminate-rrmll uminate CRM html#cshid=2001) Search Designatk AVAILABLE DESIGN 000000 Box Ofh 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 570100 New York Alumni Meeting 11/12R 2646.98 posted (designations read-only unless reversed). Gift has been Total Amount 52,646.98 Designated 52,646.98 Undesignated 50 Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted 1 Card Expiration Date Posted Date 11116/1990 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://inicrlochen.my.salesiorce.comiTMAIXX)009yGNO/OretURL=i006A00000093CNO7srPos=10&srKp4)06 INT 000116 2:6 EFTA00102817
2/12,2020 Jeffrey Epstein 52646.98 Single Donation 11/1611990 - Saltsforee - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,991 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlochen.my.salesiorre.comfOOMIXXXXXSyGICO/pretURL=i006A00000093CNO7srPos=10&srKp4106 INT 000117 36 EFTA00102818
2 11 202(1 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $69.03 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein 52646.98 Single Donation 11/V11990 — Saltsforce - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhancerl I etter tiLlayLa.alaclaa Donation Contact Roles « < Edit Contact Roles Showing Page 1 of 1 Actions Contact Name Account Name Email Role Amount Primary Edit Jeffrey Epstein Jeffrey Epstein Household Donor Full *6( << < > >> Account Information Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesiorce.comf06A000009yGNO/p7retURL=i006A0000009)CNahrPos=10&•ap4)06 INT 000118 EFTA00102819
2/12,2020 Jeffrey Epstein S2646.98 Single Donation I I/I611990 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Mr. Epstein Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society DO NOT LIST Recognition Name "Full Pay" Tear(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401.815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorce.comiTIO6MOIXXXSyGNO/pretURL=i006A00000093CNOlsrPos=10&•ap4106 INT 000119 56 EFTA00102820
2/12/2020 Jeffrey Epstein $2646.98 Single Donation 11/16/1990 Sa[inform- Enterprise Edition Lifetime IPR $0.00 Combined Lifetime Other $315,805.48 Combined Additional Information Parent Account System Information Created By ICA-Automation, 7/16/2010 2:28 PM Last Modified By Dave Limer, 2/12/2020 3:55 AM Latitude 34.386697500000000 PatronManager (MapAnything) Account ID Longitude 47.435001799999990 (MapAnything) Quality (MapAnything) 50.00% Custom Links aaolaidaia Google Search Opportunity Field History 11/18/2010 11:31 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 11/16/1990 to Jeffrey Epstein $2646.98 Single Donation 11/16/1990. Created. Stage History Received Amount $2,646.98 Probability (%) 100% Expected Revenue $2,646.98 Close Date 11/16/1990 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-333138 Designation 570100 New York Alumni Meeting 11/12/90 Designated Amount $2,646.98 Posted Date 11/16/1990 12:00 AM Reversed Reversed Date Reversal Posted Date GL Debit Amount $0.00 GL Credit Amount $2,646.98 GL Net Amount $2,646.98 CONFIDENTIAL hups://interlochen.my.salesforce.com/006A0000009yGNO/p?retURL=036A0C00039yGNO?srPos=108zsrKp=006 INT 000120 616 EFTA00102821
2,12/2020 Jeffrey Epstein 53000.00 Single Donation 04/01/I992 - Salesforce - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $3000.00 Single Donation 04/01/1992 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $3000.00 Single Donation 04/01/1992 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $3,000.00 $0.00 $3,000.00 4/1/1992 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 6) Dir/IPR - NonTrustee 1k-5k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341181 Externalld 1002598889 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Recelpted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONF 'DEN TIALling Country htips://interlochen.my.salesioree.comfOOMIXXXXXSyGICQ/pretURL 06A0000009y(;NQlsrPos=861srEp=006 INT 000121 1,6 EFTA00102822
V I 212020 Jeffrey Epstein S3000.00 Single Donation 04/01/ 1992 - Salesforce - Enterprise Edition Designations Fund Group ICA $3,000.00 Amount Fund Group IPR $0.00 Amount Fund Group Other $0.00 Amount Write-In Designation Designation Summary Intedochen Fund ($3,000.00) Total Donation Amount: 53,000 (111.tps-llwww hlarkhaud comifilesisupportitielpfilecilliminate-rrmll ilminate CRM html#cshid=2001) Search Designatk DESIGNATIONS AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni 120332 Interlochen Annual Fund 3000.00 posted (designations read-only unless reversed). Gift has been Total Amount 53,000 Designated 53,000 Undesignated 50 Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 3/3111992 11:00 PM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salesioree.comf06A0000009yGN(yrretURL=M06A00000093CNQ7srPos=8&srEp=006 INT 000122 2,6 EFTA00102823
2/11,2020 Jeffrey Epstein 53000.00 Single Donation 04/01/1992 - Salesforee - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,992 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://intcdochen.my.salcsforcc.comP06A0000009yGN(yrretURL=ADO6A00000093CNQ7srPos=8&srKp=006 INT 000123 3,6 EFTA00102824
2/ I 1,2020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $78.20 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein 53000.00 Single Donation 14/11!1992 - Salesforce - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhanr.Pri I etter formula tgLIPBY11.P.laii9e Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesioree.comf006A0000009yGNQ/p7retURL=M06A00000093CNQ?srPos=8&srEp=006 INT 000124 EFTA00102825
2M/2020 Jeffrey Epstein S3000.00 Single Donation 04/01/1992 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Year(s) Donor Categorization Active Sustainer Lifetime Cashlln-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorce.comMoA0000009yGN(yrretURL=ADO6A00000093CNQ7srPos=8&srEp=006 Mr. Epstein DO NOT LIST INT 000125 5,6 EFTA00102826
2t1 V2020 Lifetime IPR Combined $0.00 Jeffrey Epstein S3000.00 Single Donation NMI/ I992 - Salesforce - Enterprise Edition Lifetime Other Combined $315.805.48 Additional Information Parent Account System Information Created By Latitude (MapAnything) Longitude (MapAnything) Quality (MapAnything) Custom Links ICA-Automation. 7/16/2010 2:28 PM 34.386697500000000 47.435001799999990 50.00% Last Modified By PatronManager Account ID Cowie Mats Google Search Opportunity Field History 11/18/2010 11:31 AM Dave Lirner, 2/12/2020 3:55 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 04101/1992 to Jeffrey Epstein $3000.00 Single Donation 04/01/1992. Created. Stage History Received Amount $3,000.00 Probability (%) 100% Expected Revenue $3,000.00 Close Date 4/1/1992 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-381917 Designation Designated Amount Posted Date Reversed Reversed Date Reversal Posted Date GL Debit Amount GL Credit Amount GL Net Amount 120332 Interlochen Annual Fund $3,000.00 3/31/1992 11:00 PM $0.00 $3,000.00 $3,000.00 CONFIDENTIAL htips://interlochen.my.salesiorce.comf006A0000009yGICQ/pretURL=M06A00000093CNQ?srPs=8&srEp=006 INT 000126 616 EFTA00102827
2,12/2020 Jeffrey Epstein 510000D0 Single Donation 05/19/1993 - Salesioret - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $10000.00 Single Donation 05/19/1993 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $10000.00 Single Donation 05/19/1993 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $10,000.00 $0.00 $10,000.00 5/19/1993 Received 1992.1993 Annual Fund Camp Alum 2.0 0.0 Acknowledgment Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 4) VP/IPR NonTrustee 5k-25k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341184 Externalld 1002598898 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Recelpted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIALling Country htips://interlochen.my.salesiorce.com/006A0000(X)9yGNT/rretURL=f006A0(00(X)9yGNT?srPos=5&srKp4M6 INT 000127 U6 EFTA00102828
11212020 Jeffrey Epstein 51000000 Single Donation 05/19/1993 - Salesioret - Enterprise Edition Designations Fund Group ICA $10,000.00 Amount Fund Group PR $0.00 Amount Fund Group Other $0.00 Amount Write-In Designation Designation Summary Interlochen Fund ($10,000.00) I Total Donation Amount: $10,000 (litps-//www hlarkhatirl rnmifilesisupportlhelpfileciluminate-rrmll iiminate CRM html#cshid=2001) Search Designatic AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 120332 Interlochen Annual Fund 10000.00 posted (designations read-only unless reversed). Gift has been Total Amount 510,000 Designated $10,000 Undesignated $0 Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition PR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted 1 Card Expiration Date Posted Date 5(19/1993 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salesiorce.comP006A0000009yGNT/rretURL="006A0000009yGNT?srPos=5&srKpAXI6 INT 000128 2.6 EFTA00102829
2/11,2020 Jeffrey Epstein 510000.0D Single Donation 05/19/1993 - Salcsioret - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This Is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,993 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlochen.my.salesiorce.com/006A0000(X)9yGNT/rretURL=f006A0(00(X)9yGNT?srPosz-5&srKpAXI6 INT 000129 3,6 EFTA00102830
2/1212020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $260.06 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein 510000.00 Single Donation 05/19/1993 - Salcsioret - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhancerl I etter ISLIZAYLIPICSIge Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlocticn.my.salesiorce.comaXMA000(X)9yGNT/OretURL="006A00()0(X)9yGNT?srPosnl&srKpAXI6 INT 000130 EFTA00102831
?11 1/2020 Jeffrey Epstein S10000.00 Single Donation 05/19/1993 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Year(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401.815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL hups://interlochen.my.salesiorce.comill06A0001XXSyGNT/rretURL=006A0000009yGNT?srPos=5&srKpMU6 Mr. Epstein DO NOT LIST INT 000131 516 EFTA00102832
2/12/2020 Jeffrey Epstein $10000.00 Single Donation 05/19/1993 — Salesforce - Enterprise Edition Lifetime PR $0.00 Combined Lifetime Other $315,805.48 Combined Additional Information Parent Account System Information Created By ICA-Automation, 7/16/2010 2:28 PM Last Modified By Dave Limer, 2/12/2020 3:55 AM Latitude 34.386697600000000 PatronManager (MapAnything) Account ID Longitude 47.435001799999990 (MapAnything) Quality (MapAnything) 50.00% Custom Links amlaidarls Opportunity Field History 11/18/2010 11:31 AM Google Search User ICA-Automation Action , Changed Donation Name from Jeffrey Epstein Donation - 05/19/1993 to Jeffrey Epstein $10000.00 Single Donation 05/19/1993. Created. Stage History Received Amount $10,000.00 Probability (%) 100% Expected Revenue $10,000.00 Close Date 5/19/1993 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-218690 Designation 120332 Interlochen Annual Fund Designated Amount $10,000.00 Posted Date 5/19/1993 12:00 AM Reversed Reversed Date Reversal Posted Date GL Debit Amount $0.00 GL Credit Amount $10,000.00 GL Net Amount $10,000.00 CONFIDENTIAL hups://interlachen.my.salesforce.corn/006A0000009yGNT/p?retURL=M6A0000009yGNT?srPos=5/ZsrKp=006 INT 000132 616 EFTA00102833
V2I/20 Jeffrey Epstein S 10..00 Single Donation 05/04/1990 - Salcsioret - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $10.00 Single Donation 05/04/1990 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $10.00 Single Donation 05/04/1990 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $10.00 $0.00 $10.00 5/4/1990 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update zNo Enhanced Acknowledgment - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341174 Externalld 1002598868 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Recelpted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIning Country INT 000133 htips://interlochen.my.salesiorce.comfOOMIXXXXXSyGNilp?retURL=1006A00(0009yGNJ7srPos=l5&srKp=006 1,6 EFTA00102834
2,I2/2020 Jeffrey Epstein 510.00 Single Donation 05/04/1990 — Salesioret - Enterprise Edition Designations Fund Group ICA $10.00 Amount Fund Group IPR $0.00 Amount Fund Group Other $0.00 Amount Write-In Designation Designation Summary Scholarship IAC unrestricted ($10.00) I Total Donation Amount: $10 (litps-//www hlarkhatirl rnmifilesisupportlhe)pfilecilliminate-rrmll nminate CRM html#cshid=20011 Search Designatii AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 120012 Camp Scholarship Gifts 10.00 posted (designations read-only unless reversed). Gift has been Total Amount S10 Designated S10 Undesignated SO Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 5M(1990 12:00 AM Card Number Refund Date Bank Name Reversed Check Number f CONFIDENTIAL htips://interlochen.my.salesiorce.comaX)6A000009yGICilp?retURL=1006A00(0009yGNYhrPos=l5&srKp=006 INT 000134 2:6 EFTA00102835
2/ I V2020 Jeffrey Epstein 510.00 Single Donation 05/04/1990 - Salcsioret - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,990 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlocticn.my.salcsiorce.comf00MIXXXXXSyGICllp?retURL=1006A00(O009yGNJ7srPos= I 5&srKp=006 INT 000135 36 EFTA00102836
1112020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $0.52 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein 510.00 Single Donation 05/04/1990 - Salcsioret - Enterprise Edition Created By Hour of Day Formula Last Modified By Pledge Ownership Update Donation Management Fix an online gift that was intended Fnhanrsid I etter formula tgLifiaYLa.fgadge Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Donor Full ICA-Automation, 11/18/2010 11:31 AM 12 , 10/7/2015 8:19 PM 0 Donation Not Under Management Primary Advancement Track Account Name Jeffrey Epstein Household Account Owner Active Trustee Account NO Priority Ticket Access Account Record Type Household Soft Credit Anonymous External ID Record ID Allegiance ID Account Management IPR Donor Current FY Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Household 1080738 ACC-165262 Account Not Under Management 0 Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesiorce.comf006A0000009yGNilp?retURL=1006A00(0)09yGNYhrPos=l5&srKp=006 INT 000136 4.6 EFTA00102837
2/12,2020 Jeffrey Epstein WOO Single Donation 05/04/1990 - Salesioret - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Tear(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorce.comille6MXXXXXSyGNilp?retURL=1006A00(0)09yGNYhrPos=l5&srKp=006 Mr. Epstein DO NOT LIST INT 000137 516 EFTA00102838
2/I V2020 Jeffrey Epstein 510.00 Single Donation 05/04/1990 - Salcsioret - Enterprise Edition Lifetime IPR $0.00 Combined Lifetime Other $315.805.48 Combined Additional Information Parent Account System Information Created By Latitude 34.386697500000000 (MapAnything) Longitude 47.435001799999990 (MapAnything) Quality (MapAnything) 50.00% Custom Links ICA-Automation. 7/16/2010 2:28 PM Google Maps Opportunity Field History 11/18/2010 11:31 AM Last Modified By PatronManager Account ID Google Search Dave Lirner, 2/12/2020 3:55 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 05/04/1990 to Jeffrey Epstein $10.00 Single Donation 05/04/1990. Created. Stage History Received Amount $10.00 Probability (%) 100% Expected Revenue $10.00 Close Date 5/4/1990 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-218685 Designation Designated Amount Posted Date Reversed Reversed Date Reversal Posted Date GL Debit Amount GL Credit Amount GL Net Amount 120012 Camp Scholarship Gifts $10.00 5/4/1990 12:00 AM $0.00 $10.00 $10.00 CONFIDENTIAL htips://interlochen.my.salesiorce.comf006A0000009yGNilp?retURL=P006A00(0)09yGNJ?srPos= I 5&srKp=006 INT 000138 616 EFTA00102839
V 1241120 Jeffrey Epstein SI2000O0 Single Donation 07120/1993 — Saltsforce - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $12000.00 Single Donation 07/20/1993 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $12000.00 Single Donation 07/20/1993 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $12,000.00 $0.00 $12,000.00 7/20/1993 Received 1993.1994 Annual Fund Camp Alum 2.0 0.0 Acknowledgment / Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 4) VP/IPR NonTrustee 5k-25k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341185 Externalld 1002598901 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Receipted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIREling Country htips://interlochen.my.salesiorce.comf00MIXIOO09yGNU/pretURL=iO06A0000009yGNUlsrPos=4&srKp=006 INT 000139 1,6 EFTA00102840
2,I2/21120 Jeffrey Epstein 512000.00 Single Donation 07120/1993 - Salesioret - Enterprise Edition Designations Fund Group ICA $12,000.00 Amount Fund Group PR $0.00 Amount Fund Group Other $0.00 Amount Write-In Designation Designation Summary Intedochen Fund ($12,000.00) I Total Donation Amount: $12,000 (litps-//www hlarkhatirl rnm/filesisupportffielpfileciluminate-rrmll iiminate CRM html#cshid=2001) Search Designatic AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 120332 Interlochen Annual Fund 12000.00 posted (designations read-only unless reversed). Gift has been Total Amount $12,000 Designated $12,000 Undesignated SO Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT UST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 7/20/1993 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salcsiorce.comMeA0000009yGNU/pretURL=ADO6A00000093CNUlsrPos=4&srKp=006 INT 000140 2.6 EFTA00102841
2/I V2020 Jeffrey Epstein 51200000 Single Donation 07120/1993 — Salcsioret - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,994 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlocticn.my.salcsiorce.comf006A0000009yGNU/rretURL=ADO6A00000093CNUlsrPos=4&srKp=006 INT 000141 3,6 EFTA00102842
2/ 11/2020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $312.02 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein 51200000 Single Donation 07120/1993 - Salesioret - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhanr.Prl I etter toLayLa.raraisa Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information « < > » Edit Contact Roles Account Name Jeffrey Epstein Household < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesiorce.comf06A0000009yGNU/OretURL=ADO6A00000093CNU7srPos=4&srKp=006 INT 000142 EFTA00102843
2/12,2020 Jeffrey Epstein 512000.00 Single Donation 07/20/1993 - Salesforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Mr. Epstein Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society DO NOT LIST Recognition Name "Full Pay" Tear(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401.815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL hups://interlochen.my.salesiorce.comf06A0000009yGNU/rretURL=1006A00000093CNU?srPos=4&srKp=t106 INT 000143 56 EFTA00102844
2/ 1 2/2020 Jeffrey Epstein 512000.00 Single Donation 07/20/1993 - Salesioret - Enterprise Edition Lifetime PR $0.00 Combined Lifetime Other $315,805.48 Combined Additional Information Parent Account System Information Created By Latitude 34.386697500000000 (MapAnything) Longitude 47.435001799999990 (MapAnything) Duality (MapAnything) 50.00% Custom Links ICA-Automation. 7/16/2010 2:28 PM Last Modified By PatronManager Account ID Cowie Malts Google Search Opportunity Field History 11/18/2010 11:31 AM Dave Limer, 2/12/2020 3:55 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 07/20/1993 to Jeffrey Epstein $12000.00 Single Donation 07/20/1993. Created. Stage History Received Amount $12,000.00 Probability (%) 100% Expected Revenue $12,000.00 Close Date 7/20/1993 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-218691 Designation Designated Amount Posted Date Reversed Reversed Date Reversal Posted Date GL Debit Amount GL Credit Amount GL Net Amount 120332 Interlochen Annual Fund $12,000.00 7/20/1993 12:00 AM $0.00 $12,000.00 $12,000.00 CONFIDENTIAL htips://interlochen.my.salesiorre.comf006A0000009yGNU/pretURL=ADO6A00000093CNUlsrPos=4&srKp=006 INT 000144 616 EFTA00102845
V112020 Jeffrey Epstein $15(X/0.00 Single Donation 11/12/1993 - Salcsforec - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $15000.00 Single Donation 11/12/1993 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $15000.00 Single Donation 11112/1993 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $15,000.00 $0.00 $15,000.00 11/12/1993 Received Capital Projects Camp Alum 2.0 0.0 Acknowledgment / Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update 4) VP/IPR - NonTrustee 5k-25k - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-479014 Externalld 1002713426 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Receipted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIning Country INT 000145 htips://interlochen.my.salesiorce.comf006A0000009yrrD/plrctURL=A106A0000009yntl7srPos=3&srKp=a16 1,6 EFTA00102846
V12/2020 Jeffrey Epstein $15(X/0.110 Single Donation 11/12/1993 - Salesforce - Enterprise Edition Designations Fund Group ICA $0.00 Amount Fund Group PR $0.00 Amount Fund Group Other $15,000.00 Amount Write-In Designation Designation Summary Epstein Lodge ($15,000.00) I Total Donation Amount: 515,000 (litps-//www hlarkhatirl rnm/files/supportffielpfileciluminate-rrmll uminate CRM html#cshid=2001) Search Designati< AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 812100 Epstein Lodge 15000.00 posted (designations read-only unless reversed). Gift has been Total Amount 515,000 Designated 515,000 Undesignated $0 Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 11112/1993 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salesiorce.comaMMA000009yrrD/plretURL=M06A0000009yntl7srPos=3&srKp=006 INT 000146 2.6 EFTA00102847
2/12/2020 Jeffrey Epstein $15(100.00 Single Donation 11/12/1993 - Salcsforec - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This Is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code UNSOLICITED: Unsolicited Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,994 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlochen.my.salcsiorce.comf006A0000009yrrD/plrctURL=M06A0000009ynThrPos=3&srKp=a16 INT 000147 3,6 EFTA00102848
2/11,2020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $389.96 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein $15000.00 Single Donation 11/12/1993 Salcsforec - Enterprise Edition Created By ICA-Automation, 11/18/2010 2:27 PM Hour of Day Formula 15 Last Modified By , 10/7/2015 6:21 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhanr.Prl I etter formula toLlayLasaaclaa Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salcsiorec.comf006A1V00009yrrD/plrctURL=M06A0000009yarnsrPos=3&srKp=a16 INT 000148 EFTA00102849
2/1232020 Jeffrey Epstein $15()00.00 Single Donation 11/12/1993 - Salesforec - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Tear(s) Donor Categorization Active Sustainer Lifetime Cashfln-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorce.com0)6AONNXXSyrratplretURL=M06A0000009yniThrPos=3&srKp=a16 Mr. Epstein DO NOT LIST INT 000149 516 EFTA00102850
2/12/2020 Jeffrey Epstein $150170.00 Single Donation 11/12/1993 — Satestate - Enterprise Edition Lifetime PR $0.00 Combined Lifetime Other $315,805.48 Combined Additional information Parent Account System Information Created By ICA-Automation, 7/16/2010 2:28 PM Last Modified By Dave Limer. 2/12/2020 3:55 AM Latitude 34.386697500000000 PatronManager (MapAnything) Account ID Longitude 47.435001799999990 (MapAnything) Quality (MapAnything) 50.00% Custom Links 052.49S2S Google Search Opportunity Field History 11/18/2010 2:28 PM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 11/12/1993 to Jeffrey Epstein $15000.00 Single Donation 11/12/1993. Created. Stage History Received Amount $15,000.00 Probability (%) 100% Expected Revenue $15,000.00 Close Date 11/12/1993 Last Modified ICA-Automation 11/18/2010 2:27 PM Donation Designation Relationships (Opportunity) DFR-238950 Designation 812100 Epstein Lodge Designated Amount $15,000.00 Posted Date 11/12/1993 12:00 AM Reversed Reversed Date Reversal Posted Date GL Debit Amount $0.00 GL Credit Amount $15,000.00 GL Net Amount $15,000.00 CONFIDENTIAL hups://interlochen.my.salesforee.com/006A0000009yrrD/rretURL./006A00@009yrrD?srPos=38arKp=036 INT 000150 616 EFTA00102851
VI V2020 Jeffrey Epstein $300XX) Single Donation 09/2611990 — Salesforce - Enterprise Edition • Close Window • Print This Page • Expand All I Collapse All Jeffrey Epstein $300.00 Single Donation 09/26/1990 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $300.00 Single Donation Donation Record Type Single Donation 09/26(1990 Jeffrey Epstein Household Type Individual Gift Jeffrey Epstein Transaction Type Donation ICA-Automation Probability (V.) 100% $300.00 Batch $0.00 Transmittal Type Cash $300.00 Festival Sponsorship 9/26/1990 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update zNo Enhanced Acknowledgment - ICA Acknowledged 11/18/2010 INCOMPLETE Record ID DON-341175 Externalld 1002598871 Online Gift User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Recelpted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIRriing Country htips://interlochen.my.salesiorre.comf006A0000009yGNKirretURL=1006A00000093CNK?srPos=14&srKp4)06 INT 000151 1,6 EFTA00102852
VI 1202(1 Jeffrey Epstein 5300XX) Single Donation 09/26:1990 — Salcsforce - Enterprise Edition Designations Fund Group ICA Amount Fund Group IPR Amount Fund Group Other Amount Write-In Designation Designation Summary $0.00 $0.00 $300.00 New York Alumni Meeting 11/12/90 ($300.00) m Total Donation Amount: 5300 (litps-//www hlarkhatirl rnm/files/stipport/he)pfiles/kiminate-rrmll iiminate CRM html#cshid=20011 Search Designatk AVAILABLE DESIGN 000000 Box Ofh 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 570100 New York Alumni Meeting 11/12R 300.00 posted (designations read-only unless reversed). Gift has been Total Amount 5300 Designated 5300 Undesignated $0 J Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 9/26/1990 12:00 AM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.salesiorce.comaXMA0000009yGNK/pretURL=M06A00000093CNKlsrPos=14&srEp4)06 INT 000152 216 EFTA00102853
2/12,2020 Jeffrey Epstein $300.00 Single Donation 09/2611990 — Salcsforce - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This Is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,991 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlochen.my.salesiorre.comf006A0000009yGNK/pretURL=ADO6A00000093CNK7srPos=14&srKp4)06 INT 000153 3,6 EFTA00102854
VI2+2020 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $8.05 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein $300.00 Single Donation 09/26:1990 - Salcsforec - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhanr.Prl I effer tgLiltaYLIPICSI9e Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlochen.my.salesiorce.comf06A0000009yGNICrretURL=M06A00000093CNK7srPos=14&srEp4)06 INT 000154 16 EFTA00102855
?+I2,2020 Jeffrey Epstein S300.00 Single Donation 09/26:1990 — Salcsforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Casual Salutation Manually Set - do not use formula Formula Trey Devey Greeting IPR GM Greeting Addressee Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Text Mr. Epstein Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Tear(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401.815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL htips://interlochen.my.salesiorec.comill06A0(XXXXSyGNKJp?retURL=ADO6A00000093CNKlsrPos=14&srEp4)06 Mr. Epstein DO NOT LIST INT 000155 56 EFTA00102856
2/112021 Jeffrey Epstein $30000 Single Donation 09/2611990 — Salcsforec - Enterprise Edition Lifetime IPR $0.00 Combined Lifetime Other $315,805.48 Combined Additional Information Parent Account System Information Created By ICA-Automation. 7/16/2010 2:28 PM Last Modified By Dave Limer, 2/12/2020 3:55 AM Latitude 34.386697500000000 PatronManager (MapAnything) Account ID Longitude 47.435001799999990 (MapAnything) Duality (MapAnything) 50.00% Custom Links Goegte_LeAp5 Google Search Opportunity Field History 11/18/2010 11:31 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 09/26/1990 to Jeffrey Epstein $300.00 Single Donation 09/26/1990. Created. Stage History Received Amount $300.00 Probability (%) 100% Expected Revenue $300.00 Close Date 9/26/1990 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-309706 Designation 570100 New York Alumni Meeting 11/12/90 Designated Amount $300.00 Posted Date 9/26/1990 12:00 AM Reversed Reversed Date Reversal Posted Date GL Debit Amount $0.00 GL Credit Amount $300.00 GL Net Amount $300.00 CONFIDENTIAL htips://interlochen.my.saleslorce.comf006A0000009yGNICrrctURL=M06A00000093CNKlsrPos=14&srEp4)06 INT 000156 616 EFTA00102857
V 1241120 Jeffrey Epstein $500.00 Single Donation 10/31/1990 - Salesforec - Enterprise Edition Close Window Print This Page • Expand All I Collapse All Jeffrey Epstein $500.00 Single Donation 10/31/1990 Donation Name Account Name Donor Donation Owner Amount Benefit Value Tax-Deductible Amount Close Date Stage Primary Campaign Source Segment Code Canadian Amount Canadian Exchange Rate Donor Primary Classification Gift Category (for The Campaign) Hard Credit Velocity Score Soft Credit Velocity Score Merchant Account formula Description Jeffrey Epstein $500.00 Single Donation 10/31/1990 Jeffrey Epstein Household Jeffrey Epstein ICA-Automation $500.00 $0.00 $500.00 10/31/1990 Received Conversion Campaign Camp Alum 2.0 0.0 Acknowledgment Receipt Status Enhanced Acknowledgment Type Enhanced Letter Status Acknowledged Acknowledged Date Account Billing Address Billing Address Update zNo Enhanced Acknowledgment - ICA Acknowledged 11/18/2010 INCOMPLETE Donation Record Type Single Donation Type Individual Gift Transaction Type Donation Probability (%) 100% Batch Transmittal Type Cash Festival Sponsorship Record ID DON-341178 Externalld 1002598880 Online Glft User Confirmation Code Settlement Batch First Event Date I have included Interlochen in my will Send ICA estate planning information "Current Trustee" gift Soft Credit donor name(s) Receipt Type formula Acknowledgment Opt Out - ICA Recelpted Not Receipted Receipt Date Receipt Amount Billing Street Billing City Billing State Billing Postal Code CONFIDENTIREling Country htips://interlochen.my.salcsiorce.comfOOMIXXXXX19yGNN/rretURL=AMAIXXXI009)CNN1srPos=1161srKp=006 INT 000157 "6 EFTA00102858
V122020 Jeffrey Epstein $500.(X) Single Donation 10/31/1990 - Salesforec - Enterprise Edition Designations Fund Group ICA Amount Fund Group IPR Amount Fund Group Other Amount Write-In Designation Designation Summary $0.00 $0.00 $500.00 New York Alumni Meeting 11/12/90 ($500.00) Total Donation Amount: 5500 (blips-11www hlarkhaurl rnm/files/supportlhelpfiles/Iliminate-rrmll uminate CRM html#cshid=2001) Search Designatk AVAILABLE DESIGN 000000 Box Offi 000001 Chocola 000004 ICCA Re 000006 Alumni DESIGNATIONS 570100 New York Alumni Meeting 11/12/90 500.00 Gift has been posted (designations read-only unless reversed). Total Amount 5500 Designated 5500 Undesignated $0 J Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition DO NOT LIST IPR Region Outside Listening area formula Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Check Settlement Date Credit Card Type Posted Card Expiration Date Posted Date 10/30/1990 11:00 PM Card Number Refund Date Bank Name Reversed Check Number CONFIDENTIAL htips://interlochen.my.saleslorce.comiTXMAIXI00009yGNN/pretURL=M6A00000095CNN1srPos=1161srEp=006 INT 000158 2,6 EFTA00102859
2/1 V2020 Jeffrey Epstein $500.00 Single Donation 10/31/1990 — Salcsforce - Enterprise Edition Reverse Donation Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Honor/Memorial Designation Tribute Brick Location Honor/Memorial Type Brick text formula Honor/Memorial Brick Line 1 Notification Method Honor/Memorial Brick Line 2 Person(s) to Notify Honor/Memorial Brick Line 3 Notification Address Honor/Memorial Brick Line 4 Notification Date Honoree Name Brick Line 5 Honor/Memorial Brick Line 6 Notification Email Honor/Memorial Message Matching Gift Matching Organization Organization Name - Donor Supplied Projected Match Amount Matching Status Matching Gift Link Organization Verified Matching Gift Form URL Matching Close Date This Is a matching gift Create Matching Gift Additional Information Acct First Trx Date 5/4/1990 Constituency Group Camp Alum Account Management Account Not Under Management FundAl Source Code Primary Classification Camp Alum Clone For Next FY Deceased Deceased Fiscal Year 1,991 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL htips://interlochen.my.salesiorce.comfOOMIXXXXXSyGNN/pretURL=006A00000093CNN7srPos=11&srEp=006 INT 000159 3,6 EFTA00102860
2/11021 System Information Form Name Form ID Source Code Sub Source Test Contact record 0 BBMS Fee $13.25 Reference Number Full Transaction ID Confirmation Code Custom Links Jeffrey Epstein $500.00 Single Donation 1(/31/ 1990 - Salesforce - Enterprise Edition Created By ICA-Automation, 11/18/2010 11:31 AM Hour of Day Formula 12 Last Modified By , 10/7/2015 8:19 PM Pledge Ownership Update 0 Donation Donation Not Under Management Management Fix an online gift that was intended Fnhanr.Prl I etter formula tgLifiaY11.P.lailge Donation Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jeffrey Epstein Account Information cc < > » Edit Contact Roles Account Name Jeffrey Epstein Household cc < > >> Email Role Amount Primary Donor Full Advancement Track Account Record Type Household Account Name Jeffrey Epstein Household Household Soft Credit Account Owner Anonymous Active External ID 1080738 Trustee Account NO Record ID ACC-165262 Priority Ticket Access Allegiance ID Account Management Account Not Under Management IPR Donor Current FY 0 Acknowledgment Opt Out Email Solicitation Only Year End Solicitation Only IPR Solicitation Only Recognition Name DO NOT LIST text CONFIDENTIAL htips://interlocticn.my.salesiorce.comaMMA0000009yGNN/p7rctURL=i006A00000093CNN1srPos=11&srEp=006 INT 000160 EFTA00102861
2/12,2020 Jeffrey Epstein $5000) Single Donation 10/31/1990 — Salcsforce - Enterprise Edition Recognition Name Formula Head of Household a 2nd Contact name(s) Description Jeffrey Epstein Address Information Billing Address INCOMPLETE Copy Address Phone Website Address Not Standardized - Incomplete Address Standardization Status Phone Fax Giving Summary Last Giving Summary Recalculation Date 10/3/2012 10:04 PM Household Personalization Head of Household Formal Salutation Formula Jeffrey Epstein Mr. (and Mrs.) John Doe Secondary Contact Formal Salutation Text Mr. Jeffrey Epstein Casual Salutation Manually Set - do not use formula Casual Salutation Text Mr. Epstein Formula Trey Devey Greeting IPR GM Greeting Addressee Pres ICA Casual Mr. Epstein Salutation MGO Casual Salutation Prospect Intelligence Major Donor Status Planned Giving Potential Charter President's Club Early Festival Mailing Maddy Society Maddy Society Recognition Name "Full Pay" Tear(s) Donor Categorization Active Sustainer Lifetime Cash/In-Kind $401,815.48 Lifetime In-Kind Total $0.00 Lifetime ICA $86,010.00 Combined Open Major Gift CONFIDENTIAL hrips://interlochen.my.salesforce.comf006A0000009yGNN/pretURL=i006A00000093CNN7srPos=116ksrEp=006 Mr. Epstein DO NOT LIST INT 000161 516 EFTA00102862
2/11,2020 Jeffrey Epstein $500XX) Single Donation 10/31/1990 — Salcsforec - Enterprise Edition Lifetime IPR $0.00 Combined Lifetime Other $315.805.48 Combined Additional Information Parent Account System Information Created By Latitude 34.386697500000000 (MapAnything) Longitude 47.435001799999990 (MapAnything) Duality (MapAnything) 50.00% Custom Links ICA-Automation. 7/16/2010 2:28 PM Last Modified By PatronManager Account ID Cowie Maus aCif2gle Search Opportunity Field History 11/18/2010 11:31 AM Dave Limer, 2/12/2020 3:55 AM User ICA-Automation Action Changed Donation Name from Jeffrey Epstein Donation - 10/31/1990 to Jeffrey Epstein $500.00 Single Donation 10/31/1990. Created. Stage History Received Amount $500.00 Probability (%) 100% Expected Revenue $500.00 Close Date 10/31/1990 Last Modified ICA-Automation 11/18/2010 11:31 AM Donation Designation Relationships (Opportunity) DFR-218687 Designation Designated Amount Posted Date Reversed Reversed Date Reversal Posted Date GL Debit Amount GL Credit Amount GL Net Amount 570100 New York Alumni Meeting 11/12/90 $500.00 10/30/1990 11:00 PM $0.00 $500.00 $500.00 CONFIDENTIAL htips://interlochen.my.salesiorce.comf006A0000009yGNN/p?retURL=006A00000093CNN1srPos=1161srEp=006 INT 000162 616 EFTA00102863
2/12/2020 Jesse Philips Foundation $7103.00 Single Donation 07/29/1998 — Salesforce - Enterprise Edition • now, MUM • prim T_ns Page • Expand All I Collapse AA Jesse Philips Foundation $7100.00 Single Donation 07/29/1998 Donation Name Jesse Props Fooldation $7103.03 Single Donation Donation Record Type Single Donation 07/29:1998 Account Name Jesse PrOps Fooldaton Type Organization Girt Donor Jesse Mips Fooldaton Transaction Type Donation Donation Or ICA-Automation Probability (14) 100% Amount $7.100.00 Batch Benefit Value moo Transmittal Type Cash Tax-Deductible Amount $7.100.1:0 Festival Sponsorship Close Date 7/29/1998 Record ID DON-536900 Stage Received Exlernalld 1002955445 Primary Campaign Source 1998-1999 Annual Fund Online Gift Segment Code Usei Confirmation Code Canadian Amount SetIlement Balch Canadian Exchange Rate First Event Date Donor Primary Classification t have included Intertochen in my win Gift Category (for The Send ICA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee" gift Soft Credit Velocity Score 2.0 Son Credit donor name(s) Merchant Account (annuls Description Acknowledgment ( Receipt Status Enhanced Acknowledgment 4) VPIIPR NonTrustee 5k-251i - CA Receipt Type formula Org Gift - ICA Type Enhanced Letter Status Roo:tinted Nol Becalmed Acknowledged Acknowledged Receipt Date Acknowledged Date 11/182010 Receipt Amount Account Billing Address Billing Street New York NY 10022 US Billing Address Update Designations Fund Group ICA Amount $0.00 Fund Group MR Amount $0.00 Fund Group Other Amount $7.100.00 Writer Designation Designation Summary Jeffrey Epstein CLOSED to 040007 (17.1C0.03) Total Donation Amount: $7,100 Ihngsilv•ww.blackbautcom/fileelsuppon/helpfiinefliiminate. crmiLuminate CRM.htmlacshid.2001) Search Des AVAILABLE DE 000000 Sc 000001 Ct 000004 IC 000006 Al' Gift has been posted (designations read-only unless reversed). Billing City Billing State Billing Postal Code Billing Country --DESIGNATIONS-- TIAL hups://interlochenmy.salesforce.comf006A0(XXXXSzBWIC./p7retURL=f006ACO00009/BWK INT 000163 1/5 EFTA00102864
2/1212020 Jesse Philips Foundation S7103.00 Single Donation 07/29/1998 — Salesforee - Enterprise Edition Recognition Preferences OnaIr Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition formula Jesse Phelps FoLaidation IPR Region Outside L1910009 area Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Cheek Credit Card Type Card Expiration Date Card Number Bank Name Check Number Check Date ACM Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.00 Settlement Date Posted j Posted Date 7)291199812.00 AM Refund Date Reversed Rowena Donation RonoriMernorial Designation Tribute Brick Location HonoriMemorial Type Bfkk text formuls Honor/Memorial Notification Brick Line 1 Method Honor/Memorial Person(s) to Brick Line 2 Notify Honor/Memorial Notification Brick Line 3 Address Honor/Memorial Notification Brick Line 4 Date Honoree Name Brick Line 5 Honor/Memorial Notification Brick Line 6 Email Honot/Menxwial Message Matching Gift Matching Organization Organization Verified Organization Name - Donor Matching Gift Form URL Supplied Projected Match Amount Matching Close Date Matching Status This is a matching gift Matching Gift Link [Create Matdting Gett1 Additional Information AcCI First Trx oat* 7)29/1998 Consteuency Group Foundation Account Management Account Not Under Management FundAl Source Code UNSOLICITED: Unsolicited Primary Classification Clone For Next FY Matted Meal Year 1.999 Estate Gift Exclude from THE 7.2t.2012 Campaign CONFIDENTIAL hups://interlochen.my.salcsforcc.com/006A0000009aWK/p?retURL=/006ACO00009zBWK INT 000164 EFTA00102865
2/1212020 Jesse Philips Foundation $7103.00 Single Donation 07/29/1998 — Salesforee - Enterprise Edition System Information Form Nam* Created By ICA-Automation. 11/1 MOTO 5A9 PM Facto ID Hour of Day Formula 18 Source Code Last Modified By 1017/2015 4.08 PM Sub Source Pledge Test Contact record 0 Ownership Update 0 88MS Fee $184.72 Donation Management Donation Not Under Management Reference Number Fun Transaction ID Confirmation Code Custom Links Fit an online oft that was Intended to *pay a Enhanced Letter l0rrilula Pledge Donation Contact Roles « c > » Edk Contact Roles Showing Page 1 oft Actions Contact Name Philips Phelt Edit Foundation Edd I Del ay_Eiallitul Account Information Account Nam* Jesse Philips Feundali0n Jelkey_Engen ~held Email Rote Amount Primary Donor Full >, Sort Credit Full Advancement Track Account Record Type Organization Account Name Jesse PhilOs Foundation Active j External ID 1229269 Account Owner Anonymous Allegiance ID Record ID ACC-189903 Allegiance Business Type Matches Employee Gluing Type Foundation Donation Summary Report Donation Summary Report for ma Account Foundation Type private Recognition Name text Jesse Philips Foundation Industry Task Summary Report Task (Activity) &emery Raped lor INS Account Account Management Account Not Under Management Current CY Giving Club No Giving Club IPR Donor Current FY 0 Curets CV Giving Club Manual Acknowledgment Opt Out Override Previous CY Giving Club NO Giving Club Year End Solicitation Only GIvIng Club for Merge Email solicitation Only Donor in Previous FY 0 IPR Solicitation Orly Average FY Oaring Last 5 FY $0 UW Contract Total This CY $0.00 Priority Ticket Access UW Contract Total Last CY $0.00 Annual Fund Solicitation Status UW Total Last CY • This CY $0.00 Annual Fund Notes Note Giving Club for Ask MR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code Addressee Information Primary Contact Secondary Contact Pitmen/ Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Conine! Empbyer Prknary Contact Rol* Secondary Contact Title Primary Contact Employor Secondary Contact Birthdate Primary Contact Tree CONFIDENTIAL hups://interlochen.my.salesforee.com/006A0000009zBWK/p?retURL/006A0000009zBWK INT 000165 EFTA00102866
2/1212020 Jesse Philips Foundation $7103.00 Single Donation 07/29/1998 — Salesforce - Enterprise Edition Printery Contact Nickname Address Information Billing Address I Fennel Salutation Text New York. NY 10022 US Address Standardisation Status Not Standardized - Unknown Menses Casual Salutation Text Copy Address Additional Information Patent Account Website Account Site SIC Code Annual Revenue Ticker Symbol Employees Phone Phone Fax Description Prospect Intelligence Major Donor Status Open Major Gin Donation Charts Noddy Sootily Reception SOFT CREDIT PASS THROUGH DON'T LIST ra Middy Society Charter President's Club Early Festival Mailing Exclude from Early Festival Mailing Lifetime Giving by Contact Rote Lifetime Giving by Fund Group Loading report chart... Loading report chart... Combined (Hard * Soft) Giving Summary YTD Combined Count 0 Lifetime CasiVin-Kind 3100.000.00 YTD Combined Amount $0.00 Relationships CONFIDENTIAL hups://interlochen.my.salesforce.com/006A0000009zBWK/p?retURL=/006A0000009zEWK INT 000166 EFTA00102867
2/12/2020 Jesse Philips Foundation 57100.00 Single Donation 07/29/1998 — Salesl'oree - Enterprise Edition Jesse Philips Foundation's Relationships (https://wviw.blackbaud.comifiles/suppon/helpfiles/luminate-crm/Luminate CRIvt.htmIrreshid=4444) Yew All (hgps://intgrinchen— cv.na47.visual.foree.com/apex/RelationshipWidgetAccou All Relationship Types 4 id- R1 Create a Relationship System Information Created By ICA-Autcanatice, 8/11/2010 5:40 PM Last Modihed By Dave Maw. 2/12./2020 420AM Patronreanager Account ID Opportunity Field History 11/1812010 5:49 PM User ICA-Automation Action Changed Donation Name from Jesse Philips Foundation Donation 07129/1998 to Jesse Philips Foundation 37100.00 Single Donation 07/2911998. Crested. Stage History Received Amount 37100.00 Probability (33) 100% Expected Revenue 37.100.00 Giese Dale 712911998 Last Modited ICA-Automation, 11/1812010 5:49 PM Donation Designation Relationships (Opportunity) DFR-264835 Desagnabm 130102 Jeffrey Epstein CLOSED to 040007 Deeagnated Amount 37100.00 Posted Date 7/2911908 12:00 AM Reversed Reversed Date Reversal Posted Date a Dena Amount 50.00 GL Credit Amount 57100.00 GL Nei Amount 37.100.00 CONFIDENTIAL hups://interlochen.my.salesforce.corn/006A0(XXXXYhBWK/pketURI=AXIMIXXXXX19/BWK INT 000167 EFTA00102868
• riots/. WinclOW • Pont ThiS Rage • Expand AA I Ccdepee All Jesse Philips Foundation $20000.00 Single Donation 07/29/1998 Donation Name Jesse Miens FOuldatiOn $20000.00 Single Donation Donation Record Type Sngle Donation 07/29/1998 Account Name Jesse Reaps FOLMdatiOn Type Organinabon Gift Donor Jesse FTWIps FOuldatiOn Transaction Type Donation Donation Owner ICA-Automation Probability (14) 100% Amount $20.000.00 Balch Benefit Value $0.00 Transmittal Type Cash Tax-Deductible Amount $20.000.00 Festival Sponsorship Close Date 729/1998 Record ID DON-536901 Stage Received Eider:mad 1002955448 Primary Campaign Source 1598.1999 Annual Fund Online Gift Segment Code User Confirmation Code Canadian Amount SeltkomeM Batch Canadian Exchange Rate First Event Date Donor Primary Classification I have included Interlochen in my will Gift Category (for The Send ICA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee gift Soft Credit Velocity Score 2.0 Soft Credit donor name(*) Merchant Account formula Description Acknowledgment! Receipt Status Enhanced AcknowNdgmeM 4) VP/IPR Noninsiee 5k-25k - ICA Receipt Type formula Org GM - ICA Typo Enhanced Letter Status Receipted Not ReCeipted Acknowledged Acknowledged Receipt Date Acknowledged Date 11/18/2010 Receipt Amount Account Billing Address Billing Street New York NY 10022 US Billing Address Update Baling City Biting State Billing Postal Code Billing Country Designations Fund Group ICA Amount $20.000.00 Fund Group IPR Amount moo Fund Group Other Amount 50.00 Milian Designation Designation Summary Intedochen Fund ($20.030.03) Total Donation Amount: $20,000 (https://wonv.blackbaud.cornifilesisupportihelpfilesiluminate. rrmil nminat• CAM htmincchid0001) Search Design. AVAILABLE DESIGI 000000 Box Cl 000001 Choco 000004 ICCA 000006 Alumn Gift has been posted (designations read-only unless reversed). -__DESIGNATIONS CONFIDENTIAL INT 000168 EFTA00102869
Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition formula Jesse pt4ips Pcswidenon IPR Region Outside Listening area Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Cheek Credit Card Type Card Expiration Date Card Number Bank Name Chock Number Check Date ACM Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median $0.09 Settlement Date Posted Posted Date Refund Date Reversed Reverse Donation Honor/Memorial Designation Tribute Brick Location HonoriMemorial Type Brick text formula HonorAlemortal Notification Brick Une Method Honor/Memorial Person(s) to Brick Une 2 Notify Honor/Memorial Notification Brick Une 3 Address Honor/Mcrnorial Notification Brick Line 0 Date Honoree Name Brick Line 5 Honor/Memorial Notification Brick Une 6 Email Honor/Merrioxial Message Matching Gift Matching Organization Organization Verified Organization Nemo -Dona Matching Gift Form URL Supplied Projected Match Amount Matching Close Date Matching Status This is a matching gift Matching Gift Link Create Matching Gift 7a9/1998 12.00 AM Additional Information Acct First Trx Date 7/29/1998 Constituency Group Foundation Account Management Account Not Under Management FundAl Soured, COW. UNSOLICITED: Unsolicited Primary Classification Clone For Next FY Deceased Fiscal Year 1.999 Estate Gift Exclude Iran THE 7.21.20t2 Campaign CONFIDENTIAL INT 000169 EFTA00102870
System Information FOIM Name Created By ICA-Automation, 11118120105:09 PM Form ID Hour of Day Formula 18 Source Code Last Modified By 10/7/2015 4:08 PM Sub Source Pledge Teal Contact record 0 Ownership Update 0 BEMS Fee $519.88 Donation Management Donation Not Under Management Reference Number Full Transaction ID Confirmation Code Custom Links Fix an online dfl that was intended to *payai Enhanced Leiter formula pledge Donation Contact Roles « < > » Edit Contact Roles Showing Page 1 of 1 Actions Contact Name Edit Jesse Phelan Foundation Eat I Del alkeylatittal Account Information Account Name Jesse Philips Foundation Email Role Amount Primary Donor Full jacay Fuctnn HOusfthata Son Credit Full Advancement Track Account Record Type organizatm Account Name Jesse Man Foundation Active 1 Account Owner External ID 1229269 Anonymous Allegiance ID Record ID ACC-189943 Allegiance Business Type Matches Employee Giving Type Foundation Donation Summary Report Disnation Summary Report for this Account Foundation Type private Recognition Name text Jesse PhilOS Foundation Industry Task Summary Report Task (ACtlylly) Signifier), Report kir INS Account Account Management Amount Not Under Management Current CY Giving Club No Giving Club IPR Donor Current FY 0 Current CY Giving Club Manual Acknowledgment Opt Out Override Previous CY Giving CAM No Giving Club year End Solicitation Only Giving Club for Merge Email Solicitation Only Donor In Previous FY 0 IPR Solicitation Only Average FY Diving Leta 5 FY $0 UW Contract Total This CY $0.00 PrforIty Ticket Access UW Convect Total Last CY $0.00 Annual Fund Scakitation Status UW Total Last CY • Ibis CY $0.00 Annual Fund Notes Note Giving Club for Ask IPR Solicitation Status IPR Annual Fund Notes IPR Giving Club for AU CEEB Code Addressee Information Primary Contact Secondary Contact Prknary Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Contact Employer Primary Contact Role Secondary Contact Title Primary Contact Employer Secondary Contact Binlydate Primary Contact Title CONFIDENTIAL INT 000170 EFTA00102871
Primary Contact Nickname Address Information Silting Address imigit 2 Formal Salutation Text US Addams Standardization Status Not Standardized - Unknown Address Casual Salutation Trutt Copy Address Additional Information Parent Account Webeite Account Site SIC Code Annual Revenue Ticker Symbol Employees Phone Phone Description Prospect Intelligence Major Donor Status Open Major GM Donation Charts Loading report chart... Fax Maddy Society Recognition Mame May Society Charter President's Club Early Festival Mailing Exclude from Early Footles' Mailing SOFT CREDIT PASS THROUGH - DON'T LIST Loading report chart... Combined (Hard + Soft) Giving Summary YTO Combined Count 0 Lifetime CasigInAind $103.030,00 YTO Combined Amount SCLOO Relationships CONFIDENTIAL INT 000171 EFTA00102872
Jesse Philips Foundation's Relationships jhtIpsdiwww.blackbaud.cornifilesesupport/helpfiles/luminate-srm(Luminate CRM.htmlncshid=4444) View All (bnpicillintmlochen.. cv.na47.visual.force.com/apex/RelationshipSgetAccou All Relationship Types igaill1AMM0DLthaleal Create a Relationship System Information Created By ICA-Automatise. 8x1120105:40 PM Lem Modified By Dave Liner. 2/12/2020 120AM PatronMenaper Account ID Opportunity Field History 11/18/2010 5:49 PM User ICA•Automation Action Changed Donation Name from Jesse Philips Foundation Donation - 07/29/1998 to Jesse Philips Foundation 520000.00 Single Donation 07029(1998. Created. Stage History Received Amount 520.000.00 Probability OM 100% Expected Revenue 520.000.00 Close Dale 7/2911998 Last Modified KA-Automation, 11/182010 5:49 PM Donation Designation Relationships (Opportunity) DFR-365897 Designation 120332 Interim:hen Annual Fund Designated Amount $20.000.00 Posted Date 7.29/1908 12:00 AM Reversed Reversed Date Reversal Posted Date GL Dote Amount $0.00 GL Creel Amount 520.000.00 GL Net Amount 520.000.00 CONFIDENTIAL INT 000172 EFTA00102873
• riots/. Modell • Pont Dia Page • Expand All I Colapse All Foundation $22900.00 Single Donation 07/29/1998 Donation Name Jesse Ptiips Foindallon 922500.00 Single Donation Donation Record Type Sngle Donabon 071291998 Account Name Jesse latulipe Fotaldabon Type OrganingOn Gift Donor Jesse Maps Fetaldatien Transaction Type Donation Donation Owner ICA-Aulomabon Probability (%) 103% Amount $22.930.00 Batch Benc4it Value $0.00 Transmittal Type Cash Tax-Deductible Amount $22.900.00 Festival Sponsorship Close Date 7/29/1998 Record ID DON-536899 Stage Received Externand 1032955442 Primary Campaign Source 1598.1999 Annual Fund Online Gift Segment Code User Confirmation Code Canadian Amount SettlemeM Batch Canadian Exchange Rate First Event Date Donor Pnmary Classification I have included Intedochen in my will Gift Category (for The Send CA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee" gift Soft Credit Velocity Some 2.0 Soft Credit donor owlets) Merchant Account formula Description Acknowledgment! Receipt Status Enhanced AcknoweedgmeM 4) VP/IPR NonTrustee Sk-25k - ICA Receipt Type formula Drg Gift - CA Type Enhanced Letter Status Receipted Not Receipted Acknowledged Acknowledged Receipt Date Acknowledged Date 11/1612010 Receipt Amount Account Billing Address Billing Street New York NY 10022 US Billing Address Update Bating City Billing State Billing Postal Code Billing Country Designations Fund Group ICA Amount Fund Group IPR Amount Fund Group Other Amount Wrilean Designation Designation Summary $ODO $0.00 /22.900.00 Designated Funds CLOSED (522.900.00) Total Donation Amount: S22,900 Ihttps://wonv.blackbaud.cornifilesisupportihelpfilestluminate. rrmil nminab. COLA htmiticchirt-70 1.) Search Design. AVAILABLE DESIGI 000000 Box Cl 000001 Choco 000004 ICCA 000006 Mann Gift has been posted (designations read-only unless reversed). \ --DESIGNATIONS— CONFIDENTIAL INT 000173 EFTA00102874
Recognition Preferences On-Alr Recognition Mask as Anonymous Read on Air Recognition IPR Station JoiM Recognition per Donor Donor Recognition formula Jesse Peeps FOteldellen IPR Region Outside Listening area Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Cheek Credit Card Type Card Expiration Date Card Number Bank Name Chock Number Chock Date ACM Account Number ACN Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median S0.OD Settlement Date Posted Posted Date Refund Date Reversed Reverse Donation Honor/Memorial Designation Tribute Brick Location Nortoredemorial Type Brick text formula Honor/Memorial Notification Brick Line 1 Method Honor/Memorial Person(s) to Brick Line 2 Notify Honor/Memorial Notification Brick Une 3 Address Honor/Memorial Notification Brick Line 0 Date Honoree Name Brick Line 5 Honor/Memorial Notification Brick Une 6 Email Honor/Memorial Message Matching Gift Matching Organization Organization yenned Organization Name • Donor Matching Gift Form URL Supplied Projected Match Amount Matching Close Date Matching Status This is a matching gift Matching Gift Link Create Matching Gift 7a9f1998 12.00 AM Additional Information Acct First Trx Date 7/29/1998 Constituency Group Foundation Account Management Account Not Under Management FundAl Source Code UNSOLICITED: Unsolicited Primary Classification Clone For Next FY Deceased Fiscal Year 1.999 Estate Gift Exclude from THE 7.21.2012 Campaign CONFIDENTIAL INT 000174 EFTA00102875
System Information Form Name Created By ICA-AutOMMIOD 11118120105:09 PM Form ID Hour of Day Formula 18 Source Code Last Modified By 10/7/2015 4:08 PM Sub Source Pledge Teal Contact record 0 Ownership Update 0 BEMS Foe $595,20 Donation Management Donation Not Under Management Reference Number Full Transaction ID Confirmation Code Custom Links Fix an online oft that was Intended to *payai Enhanced Leiter formula pledge Donation Contact Roles « < > » Edit Contact Roles Snowing Page 1 011 Actions Contact Name Account Name Email Role Amount Primary Eat Jesse Philps Foundation Jesse Philips Foundation Donor Full Ede I Del alktraialain Account Information Ithey_Epainel HousolloW Son Credit Full Advancement Track Account Record Type Organizes:in Account Name Jesse Philip"' Foundation Active 1 External ID 1229289 Account Owner Anonymous Allegiance ID Record ID ACC-189943 Allegiance Business Type Matches Employee Giving Type Foundation Donation Summary Report Donation Summary Repel for Ns A unt Foundation Type Private Recognition Name text Jesse PhilOS Foundation Industry Task Summary Report Task (ACtivity)Stentnary Report Itir this ACCOunt Account Management Account Not Under Management Current CY Giving Ckib NO Crying Club IPR Donor Current FY 0 Current CY Giving Club Manual Acknowledgment Opt Out Override Previous CY Giving Club No Giving Club Year End Solicitation Only Giving Club for Merge Email Solicitation Only Donor In Previous FY 0 IPR Solicitation Only Average FY Giving Last 5 FY $0 UW Contract Total This CY $0.00 Priority Ticket Access UW Contract Total Last CY $0.00 Annual Fund Solicitation Status UW Total Last CY • Td's CY $0.00 Annual Fund Notes Note Giving Club for Ask IPR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code Addressee Information Primary Contact Secondary Contact Primary Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Contact Employer Primary Contact Role Secondary Contact Title Primary Contact Employer Secondary Contact Birthdate Primary Contact Tine CONFIDENTIAL INT 000175 EFTA00102876
Primary Contact Nickname $100.000.00. 100% Sum of Tax•Dsoluctible Amount Address Information Billing Address Formal Salutation Text New York. NY 10022 US Address Standardization Status Not Standardized - Unknown Address CeSuld Salutedon Text Copy Address Additional Information Parent Account vVeosile Account Site SIC Code Annual Revenue Ticker Symbol Employees Phone Phone Fax Descnpuon Prospect Intelligence Major Donor Status Open Major Grit Maddy Society Recognition SOFT CREDIT PASS THROUGH DON'T LIST Name Maddy Society Charter President's Club Eby Festival Mailing Exclude from Early Festival Mailing Donation Charts Lifetime Giving by Contact Role Lifetime Giving by Fund Group $80.000 00 $60.000 00 $40.000 00 520.000.00 SOSO - $20 OCO 00 580.00000 Jesse Pheipa Foundation • Surn of Fund Group CA Amount IT Sum of Fund Group IPR Amount • Sum of Fund Group Other Amount As Of Toddy at 1:01PM AS CI Today at 1:01PM Refresh Combined (Hard + Soft) Giving Summary YTD Combined Count 0 Relationships Refresh Lifetime CasIVInrKind $100.000 00 YTD Combined Amount $0.00 CONFIDENTIAL INT 000176 EFTA00102877
Jesse Philips Foundation's Relationships (htlps.//www.blackbaud.comifiles/supportihelpfiles/luminate-crmiLuminate CRM.html/tcshids4444) View All (bupsd/interlochen.. cv.na47.visuallorce.com/apex/RelationshinSgetAccou All Relationship Types 4 SRI Create a Relationship System Information Created By ICAAulematco. 8111120105'.40 PM Last Modified By Dave Lauer. 2/12/2020 4.20AM PatronManagor Account ID Opportunity Field History 11/1812010 5:49 PM User ICA•Automation Action Changed Donation Name from Jesse Philips Foundation Donation • 07129/1998 to Jesse Philips Foundation 522900.00 Single Donation 07/2911998. Created. Stage History Received Amount 322.900.00 Probability (%) 100% Expected Revenue 322.900.00 Close Dale 712911998 Last Moaned lcdtautomatioe.1111812010 5:49 PM Donation Designation Relationships (Opportunity) OFR-298962 DeSwetron 130020 Designated Funds CLOSED Designated Amount 522.900.00 Posted Date 712911998 12:00 AM Reversed Reverted Dale Reversal Posted Date GL Debt Amount 50.00 GL Credit Amount 522.900.00 GL Net Amount 522.900.00 CONFIDENTIAL INT 000177 EFTA00102878
• Maga Wind011 • Print DAS Page • Expand AA I Conapse All Jesse Philips Foundation $50000.00 Single Donation 06/24/1999 Donation Name Jesse Philips FoLtidallen $50000.00 Single Donation Donation Record Type skive pennon 06.2411999 Account Name Jesse Philips Feteldallen Type Organingen Gilt Donor Jesse mhos FoLgidanon Transaction Type Donation Donation Owner ICA-AulerMillen Probability (Vr) 103% Amount $50,000.00 Balch Benefit Value $000 Transmittal Type Cash Tax-Deductible AmouM $5003000 Festival Sponsorship Close Date 8/24/1999 Record ID DON-541889 Stage Received Extemaild 1032978385 Primary Campaign Source 1999-2000 Annual Fund Online Gift Segment Code Use Confirmation Code Canadian Amount Settlement Batch Canadian Exchange Rate First Event Dale Donor Primary Classification I have included Intedochen in my will GM Category (for The Send CA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee gift Soft Credit Velocity Some 2.0 Soft Credit donor name(s) Merchant Account formula Description Acknowledgment I Receipt Status Enhanced AcknovdedgmeM 2) Pres - Nat Trustee 25k* - ICA Receipt Type formula Org Gift - ICA Type Enhanced Letter Status Receipted Nol Receipted Acknowledged Acknowledged Receipt Date Acknowledged Date 11/18.2010 Receipt Amount Account Billing Address Billing Street New Yak NY 10022 US Billing Address Update Baling City Billing State Billing Postal Code Billing Country Designations Fund Group ICA Amount $000 Fund Group IPR Amount $0.00 Fund Group Other Amount $50.000.00 Write-In Designation Designation Summary Miscellaneous ($50.000.00) Total Donation Amount: $50,000 Ihttps://wonv.blackbaud.cornifilesisupportihelpfilesfluminate. rani! nminat• (PM htmlOcchid=2001) Search Designw AVAILABLE DESIGI 000000 Box Cl 000001 Choco 000004 ICGA 000006 Alumn Gift has been posted (designations read-only unless reversed). CONFIDENTIAL INT 000178 EFTA00102879
Recognition Preferences On-Alr Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition formula Jesse Maps Fouldalion wR Region Outside Listening area Donor Recognition CLO Previous Donor Profile Info CLO WR First Gift AdditionM Comments Payment Information Payment Type Check Credit Card Type Card Expirabon Date Card Number Bank Name Check Number Check Date ACM Account Number ACN Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median 60.0D Settlement Date Posted Posted Date Refund Date Remised Reverse Donation Honor/Memorial Designation Tribute Brick Location NonoriMemorial Type Brick text formula Honor/Memorial Notification Brick line 1 Method Honor/Memorial Person(s) to Brick Line 2 Notify Honor/Memorial Notification Brick Line 3 Address Honor/Mernonal Notification Brick Line 0 Dale Honoree Name Brick Line 5 Honor/Manorial Notification Brick Line 6 Email Honor/Mernorial Message Matching Gift Matching Organization Organization Verified Organization Name -Dona Matching Gift Form UAL Supplied Projected Match Amount Matching Close Date Matching Status Ibis is a matching gift Matching Gift Link Creole Matching Gift 6/24/199912.00 AM Additional Information Acct First Trx Date 7/29/1998 Constituency Group Foundation Account Management Account Not Under Management FundAl Source Code PERSONALSOLICIT: PerSOM1 Solicitation Primary Classification Clone For Next FY Deceased Flint Year 2.00D Estate Gift Exclude Iran THE 7.21.2012 Campaign CONFIDENTIAL INT 000179 EFTA00102880
System Information FOIM Name Form ID Source Code Sub Source Test Contact record DBMS Fee Reference Number Full TreeSeCe011 ID Confirmation Code Custom Links Donation Contact Roles 0 $1.29926 Created By ICA-Automation, 1171812010 6:04 PM Hour of Day Formula 19 Last Modified By 10/712015 3:56 PM Pledge Ownership Update 0 Donation Management Donation Not Under Management Fix an online oft that was intended 10 *payai Enhanced Letter formula pledge Showing Page 1 of 1 Athens Contact Name Edt Jesse Philps Foundation Edt I Del alkey_Eiltlaitt Account Information « < > » Edit Contact Roles Account Name Jesse Philips Foundation Email Rola Amount Primary Donor Full &May Fostell Household Son Credit Full Advancement Track Account Record Type Organizers:in Account Name Jesse PhIlOti Foundation Active / Account Owner External ID 1229269 Anonymous Allegiance ID Record ID ACC-189943 Allegiance Business Type Matches Employee Giving Type Foundation Donation Summary Report Comber, Summary Report for this Acteunt Foundation Type Private Recognition Name text Jesse PhilOS Foundation Industry Task Summary Report Teak (ACtivity) &Orley Report fOr Iris Account Account Management Account Not Under Management Current CY Giving Club NO Giving Club IPR Donor Current FY 0 Current CY Giving Club Manual Acknowledgment Opt Out Override Previous CY Weigle Clue No Gering Club yes End Solicitation Only Giving Club or Merge Email Solicitation Only Donor in Previous FY 0 IPR Solicitation Only Average FY Giving Lag 5 Fr $0 UW Contract Total This CY $0.00 Priority Ticket Access UW Convect Total Last CY $0.00 Annual Fund Solicitation Status UW Total Last CY • Tin's CY $0.00 Annual Fund Notes Note Giving Club for Ask IPR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code Addressee Information Primary Contact Secondary Contact Peeetly Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Contact Employer Primary Contact Role Secondary Contact Title Primary Contact Employer Secondary Contact Binhdate Primary Contact Tide CONFIDENTIAL INT 000180 EFTA00102881
Primary Contact Nickname Address Information Billing Address New YOrk. NY 10022 US Formal Salutation Text Address Standardization Status Not Standardized - Unknown Address Casual Salutation Text Copy Address Additional Information Parent Account Account Site Annual Revenue Phone Phone Descnpuon Prospect Intelligence Major Donor Stews Open Major GM Donation Charts Websile SIC Code Ticker Symbol Employees Fax Maddy Society Recognition SOFT CREDIT PASS THROUGH DON'T LIST Name Maddy Society Charter President's Club Early Festival Mailing Exclude from Early Festival Mailing Loading report chart... Loading report chart... Combined (Hard + Soft) Giving Summary TO Cornbmod Count 0 Relationships Lifetime Cash:In-Kind $100.000 00 YTD Combined Amount $0.00 CONFIDENTIAL INT 000181 EFTA00102882
Jesse Philips Foundation's Relationships (hRps:/iwww.blackbaucl.comifiles/supportihelpfiles/luminate<rm(Luminate CRM.htmIRcshicl.4444) \hew All (bnpsd/interlochen.. RelationshipW All Relationship Types 4 iclailllAa=abdaZleal Create a Relationship System Information Cmated By ICA-Aulomatioa. 6(112010 5:40 PM Last Modified By Dave Liner. 2/12/2020420 AM PatronManaper Account ID Opportunity Field History 11/1612010 6:04 PM User ICA-Automation Achan Changed Donation Name from Jesse Philips Foundation Donation • 06/24/1999 to Jesse Philips Foundation 350000.00 Single Donation 06/2411999. Created. Stage History Received Amount 650.000.00 Piobabilily (%) 100% Expelled Revenue 350.000.00 Close Date 612411999 Last Mocaleci ICA-Automatlog. 1111812010 6:04 PM Donation Designation Relationships (Opportunity) OFR-343263 Designation 130146 Miscellaneous Designated Amount $50.000.00 Posted Date 6124(1999 12:00 AM Reversed Reversed Dale Reversal Posted Date GL Debt Amount 50.00 GL Grew Amount 550.000.00 GL Net Amount 550.000.00 CONFIDENTIAL INT 000182 EFTA00102883
• rloge Wind011 • Pont Dia Rage • Expand All I Collapse All Philips Foundation $5000.00 Single Donation 09/04/1997 Donation Name Phillips Foto:MOM $5000.00 Single Donation 09t04/1997 Donation Record Type Sngle Donation Account Name Phillips R40184011 Type Organization Gift Donor Philips FOteldatiOn Transaction Type Donation Donation Owner ICA-Aut0M8bOn Probability (V.) 100% Amount $5.00.00 Batch Benefit Value $0.00 Transmittal Type Cash Tax-Deductible Amount $5,003.03 Festival Sponsorship Close Date 9/4/1997 Record ID DON-524587 Stage Received Extemalld 1002897530 Primary Campaign Source 1997-1998 Annual Fund Online Gift Segment Code Wee Confirmation Code Canadian Amount Settlement Batch Canadian Exchange Rate First Event Date Donor Primary Classification I have included Interlochen In my will Get Category (for The Send ICA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee gift Solt Credit Velocity Score 2.0 Soft Credit donor name(*) Merchant Account formula Description Acknowledgment / Receipt Status Enhanced Acknowledgment 4) VP/IPR Nonirustee 5k-25k - ICA Receipt Type formula Deg Gift - ICA Type Enhanced Letter Status Receipted Not Receipted Acknowledged Acknowledged Receipt Date Acknowledged Date 11/18/2010 Receipt Amount Account Billing Address Billing Street Dayton OH 45401-0943 US Billing Address Update Baling City Billing State Billing Postal Code Billing Country Designations Fund Group ICA Amount Fund Group IPR Amount Fund Group Other Amount Writean Designation Designation Summary $0.00 $0.00 $5003.03 Presidenra DiaCtelkirlaq CLOSED to 040007 ($5.000.00) Total Donation Amount: S5,000 Ihttps://www.blackbaud.com/files/support/helpfiles/luminate. rrmilominaM (PM htmlacchirl=70(1.1) Search Designw AVAILABLE DESIG 000000 Box 01 000001 Choco — 000004 ICCA 7000006 Alumn Gift has been posted (designations read-only unless reversed). ES1GNAT.10:4S--- CONFIDENTIAL INT 000183 EFTA00102884
Recognition Preferences On-Air Recognition Mast as Anonymous Read on Air Recognition IPR Station JoiM Recognition per Donee Donor Recognition formula Philips FOuldatk3n IPR Region Outside Listening area Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment information Payment Type Check Credit Card Type Card Expiration Date Card Number Sank Name Chock Number Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Dote Stock High Stock Low Stock Median MOD Settlement Date Posted Posted Dale Refund Date Reversed Reverse Donation Honor/Memorial Designation Tribute Brick Location Horton/Memorial Typo Stick text formula Honor/Memorial Notification Brick Une Method Honor/Memorial Pasant') to Brick Une 2 Notity HonorAlemortal Notification Brick Une 3 Address HonorMemorial Notification Brick Une Dale Honoree Name Brick Une 5 HonoilMemorial Notification Brick Une 6 Email Honor/Memorsal Message Matching Gift Matching Organization Organization Verified Organization Name - Donor Matching Gift Form URL Supplied Projected Match ArnouM Matching Close Date Matching Status This is a matching gift Matching Gift Link Create Matching Gift 94/1997 12DDA1A Additional information Acct First Trx Date 1/1/1968 Constituency Group Foundation Account Management Account fkrt Under Management FundAl Source Code UNSOLICITED: Unsolicited Primary Classification ClOne For Next FY Deceased Fiscal Yeas 1.998 Estate Gift Exclude from THE 7.21.2012 Campaign System Information CONFIDENTIAL INT 000184 EFTA00102885
Form Name Created By ICA•Automalion. 11/18120105.14 PM Form ID How of Day Formula 18 Source Code Last Modified By 10M2015 442 PM Sub Source Pledge Test Contact record 0 Ownership Update 0 BBMS Fee 8130.18 Donation Management Donation Not Under Management Reference Number Full Transaction ID Confirmation Code Custom Linka Fix an online oft that wag intended to 'ggy;a Enna:WWII Alter Inouja Donation Contact Roles < s ds Edit Contact Rake Showing Page 1 of 1 Actions Contact Name ACCOunt Name Email Role AMOUIll Primal./ Edt DARIECILIDODPS) Donor Full Edit I Del Jeffrey Epateul Jeffrey Epstein Household Sal Credit Full CC < Account Information Advanconwril Treat Account ROCOrd Type Organization Account Name Philps Foundation Attie* „9" External ID 1229082 Account Owner Anonymous Anegiancs ID Record ID ACC-191560 Allegiance Business Type Matches Employee Giving Type Foundation Donation Summary Report Donation Summary Report tor this Account Foundation Typo Private Recognition Name text Philips Foundation Industry Task Summary Report Task (Activity)Stannlary Report for this Account Account Management Account Not Under Management Current CY Giving Club No Giving Club IPR Donor Current FY 0 Current CY Giving Club Manual Acknowledgment Opt Out Override Previous CY Giving Club No GUN Club Giving Club for Merge Donor in Previous FY Average FY Giving Last 5 FY Priority Ticket Access Annual Fund Solicitation Status Annual Fund Notes Giving Club for Ask IPR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code 0 $0 Year End Solicitation Only Email Solicitation Only IPR Solicitation Only UW Contract Total This CY $0.00 UW Contract Total Last CY $0.00 UW Total Last CY • This CY $0.00 Note Addressee Information Primary Contact Secondary Contact Primary Contact Addressee Secondary Contact Addressee FiFillity Contact Email Secondary Contact Employer Primary Contact Role Secondary Contact Tide Primary Contact Employer Secondary Contact Birthdate Primary Contact Title Primary Contact Nickname CONFIDENTIAL INT 000185 EFTA00102886
Address Information Billing Address Fennel Salutation Text Dayton. OH 45401-0943 US Address Standardization Status Standardized Copy Address Casual Salutation Text Additional Information Parent Account Website Account Site SIC Code Annual Revenue Ticker Symbol ErnIlloYcos Phone Phone Description Prospect intelligence Mazer Donor Status Open Major Gilt Donation Charts Ouatibed - not major donor prospect Lifetime Giving by Contact Role 554.500.00: 100% Sum of Tax-Deductible Amount As of Today at 1:53 PM Refresh Combined (Hard + Soft) Giving Summary YTD Combined Count 0 Relationships Fax Maddy Society Recognition Philos Foundation Name Noddy Society Charter President's Club Earty Festival Mailing Exclude from Early Festival Mailing Lifetime Giving by Fund Group 550.000.00 540.000.00 - 530.000.00 520.000.00 510.000.00 MOO - St: t/C0 CO Ptdps Foundation S10.500 00 ■Stan of Fund Group CA Amount ■ Sum of Fund Group IPR Amounl • Sum of Fund Group Other Amount As of Today at 1:53 PM Refresh Lifeline CasWInaind $54.50103 YTD Combined Amount $0.00 CONFIDENTIAL INT 000186 EFTA00102887
Philips Foundation's Relationships (htlps://www.blackbaud.comifilesfsupportihelpfilesPuminate-crmiLuminate CRM.tansIRcshid=4444) VIPW All ilbopcifrintsrlochen.. cv.na47.visual.force.com/apex/RelationshOSsetAccou ( All Relationship Types 4 ki=001A0000001i/sallejl Create a Relationship System Information emitted By ICA-Aulomation. 81112010 5:43 PM Usi aiodema By Dave Liner. 2/12/2020 3:47 AM PationMansper Account ID Opportunity Field History 11/182010 5:14 PM User ICA-Automation Acton Changed Donation Name from Philips Foundation Donation • 09/04/1997 to Philips Foundation $5000.00 Single Donation 09/04/1997. Created. Stage History Received Amount 85.000.00 Probability OM 100% Expected Revenue 85.000.00 Close Dale 9/4/1997 Last Modlied 15.11•Automatio0. 11/1812010 5:14 PM Donation Designation Relationships (Opportunity) DER-337351 Designation 030004 President's Discretionary CLOSED to 040007 Designated Amount $5.000.00 Posted Date 9/U199712:00 AM Reversed Reversed Dale Reversal Posted Dale GL Debt Amount $0.00 GL Crest Amount $5.000.00 GL Net Amount $5.000.00 CONFIDENTIAL INT 000187 EFTA00102888
• tinge Wind011 • Pant Ilya Rage • Expand All I Colones All Philips Foundation $5000.00 Single Donation 09/04/1997 Donation Name Philips Foto:Winn $5000.00 Single Donation 09/04/1997 Donation Recoid Type Single Donation Account Name Maps Fetuldati0n Type Organization Gift Donor Maps Fetuldati0n Transaction Type Donation Donation Owner ICA-AuteMati0n Probability (V.) 100% Amount $5003.03 Batch Benefit Value MOO Transmittal Type Cash Tax-Deductible Amount $5,000.00 Festival Sponsorship Close Date 91411997 Record ID DON-524586 Stage Received Externalld 1032897527 Primary Campaign Source 1997-1998 Annual Fund Online Gift Segment Code Wee Confirmation Code Canadian Amount Settlement Batch Canadian Exchange Rate First Event Date Donor Primary Classification I have included Interlochen In my will Gilt Category (for The Send ICA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee gift Solt Credit Velocity Score 2.0 Soft Credit donor name(*) Merchant Account formula Description Acknowledgment! Receipt Status Enhanced AchnowNdgmenl 4) VP/IPR NonTrustee 5k-25k - ICA Receipt Type formula Org Gift - ICA Type Enhanced Letter Status Receipted Not ReCeipted Acknowledged ACkil0wledged Receipt Dale Acknowledged Date 11/18/2010 Receipt Amount Account Billing Address Billing Street Dayton OH 45401-0943 US Billing Address Update Baling City Billing State Billing Postal Code Billing Country Designations Fund Group ICA Amount $0.00 Fund Group IPR Amount $0.00 Fund Group Other Amount $5,000.00 VIMitan Designation Designation Summary International Student Fund (S.S.OZO.00) Total Donation Amount: S5,000 Ihttps://www.blackbaud.com/filesisupport/helpfilesiluminate. rrmilominaM (OM htmlOcchirt=700,1) Search Designw AVAILABLE DESIG 000000 Box Cl 000001 Choco 000004 ICCA 000006 Alumn Gift has been posted (designations read-only unless reversed). ESIGNAT1ONS--- CONFIDENTIAL INT 000188 EFTA00102889
Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donor Donor Recognition formula Philips FOuldrabOn IPR Region Outside Listening area Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Typo Check Credit Caid Type Card Expiration Date Card Number Bank Name Check Number Check Date ACH Account Number ACH Routing Number Stock Description Stock Trade Dale Stock High Stock Low Stock Median MOD Settlement Date Posted Posted Date Refund Date Reversed Reverse Donation Honor/Memorial Designation Tribute Brick Location Honordamoriai Typo Brick text formula Honor/Memorial Notification Brick Une 1 Method HonorlMemoriai Person(s) to Brick Une 2 Notify Honor/Memorial Notification Brick UM 3 Address Honor/Memorial Notification Brick Line 0 Dale Honoree Name Brick Une 5 HonorAtemorial Notification Brick Une 6 Email Honor/Mernorsal Message Matching Gift Matching Organization Organization Verified Organization Name - Donor Matching Gift Form URL Supplied Projected Match AmouM Matching Close Date Matching Status Ths is a matching gift Matching Gift Link Create Matching Gift 91411997 12.00 AlA Additional Information Acct First Trx Date 1/1/1968 Constituency Group Foundation Account Management Account Not Under Management FundAl Source Code UNSOLICITED. Uneu'.cded Primary Classification Clone For Next FY Deceased Final Year 1.998 Estate Gift Exclude from THE 7.21.2012 Campaign System Information CONFIDENTIAL INT 000189 EFTA00102890
Form Name Created By ICA-Aut0MMI0n. 11/18/2010 5:14 PM Form ID How of Day Formula 18 Source Code Last Modified By 101712015 4:42 PM Sub Source Pledge Test Contact record 0 Donorship Update 0 BUMS Fee $130.16 Donation Management Donation Not Under Management Raiment. Number Full Transaction ID Confirmation Code Custom Links Fix an online tall that wag intended to 'ignCs Fnhannsd I feel fool& Wedge Donation Contact Roles < s as Edit Contact R0M* Showing Page 1 of 1 Actions Contact Name Account Hams Email Role Amount Primer,. Eet alms Foeneetteg BAWLS Eat I Del JtifeY_EPSYS Donor Full Jeffrey Epatem Household Sal Credit Full CC < Account Information AdvencianwM TraCk Account Record Type Organization Account NOT* PhilOS FoundatiCti Active Account Owner External ID 1229082 Anonymous Allegiance ID Retool ID ACC-191560 Allegiance Business Type Matches Employee Diving Type Foundation Donation Summary Report Donation Summary Remit for Res Amount Foundation Type Private Recognition Name text Philips Foundation Industry Task Summary Report Task lActivlty) &annuity Report for this Account Account Management Account Not Under Management Current CY Giving Club No Giving Club IPR Donor Current FY 0 Current CY Giving Club Manual Acknowledgment Opt Out Override Previous CY Giving Club No Diving Club Year End Solicitation Only Diving Club for Merge Email Solicitation Only Donor in Previous FY 0 IPR Solicitation Only Average FY Giving Last S FY $0 UW Contract Total This CY $0.00 Priority Ticket Access UW Contract Total Last CY $0.00 Annual Fund Solicitation Status UW Total Last CY • This CY $0.00 Annual Fund Notes Note Giving Club for Ask IPR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code Addressee Information Primary Contact Secondary Contact Primary Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Contact Employer Primary Contact Role Secondary Contact Tale Primary Contact Employer Secondary Contact Birthdale Primary Contact Title Primary Contact Nickname CONFIDENTIAL INT 000190 EFTA00102891
Address Information Billing Address Formal Salutation Text Dayton. OH 45401-0943 US Address Standardization Status Standardized Casual Salutation Text Copy Address Additional Information Parent Account Website Account Site SIC Code Annual Revenue Ticker Symbol Employees Phone Phone Description Prospect Intelligence Mayor Donor Status Ouefieed - not major donee prospect Open Major Gift Donation Charts Lifetime Giving by Contact Role 554.500.00: 100% Sum of Tax-Deductible Amount As of Today at 1:53 PM Refresh Combined (Hard + Soft) Giving Summary YTD Combined Count Relationships Fax Maddy Society Recognition Phitps Foundation Name Maddy Society Charter President's Club Early Festival Mailing Exclude from Early Festival Mailing xe Lifetime Giving by fund Group 450.00000 544 OCO CO 540.000.00 - 430.000.00 $20.000.00 510.50000 510,000.00 $0.00 Phaps Foundation ■Sean of Fund Group ICA Amount ■ Stan or Fund Group IPR Amounl ■Sim of Fund Group Other Amain As of Today at 1:53 PM Refresh Lifetime CasWinaind $54SCO:CO YTD Combined Amount $0.00 CONFIDENTIAL INT 000191 EFTA00102892
Philips Foundation's Relationships _thttps:8www.blackbaud.corn/files8upportihelpfiles8uminate-crm8uminate GRM.htmlacshid=4444) View All (bupcdlinterlochen•. cv.na42.visuattorce.com/apex/RelationshinISgetAccou kfm:301AC00000Jvgallejl Create a Relationship ( MI Relationship Types System Information Created By ICA-Automation. 8111120105:43 PM Lam Modeled By Dave Liner. 2/12/2020 3:47 MA PatronManaget Account ID Opportunity Field History 11118/2010 5:14 PM User ICA-Automation Adam Changed Donation Name from Philips Foundation Donation • 09/0411997 to Philips Foundation 55000.00 Single Donation 09/04f1997. Created. Stage History Received Amount 55,000.00 Probability (%) 100% Expected Revenue 55,000.00 Close Dale 9/48997 Last Waled Mitaltts203Allsto. 11/192010 5:14 PM Donation Designation Relationships (Opportunity) DFR-314693 Designation 130035 International Student Fund -CLOSED Designated Amount $5,000.00 Posted Date 9/4/1997 12:00AM Reversed Reversed Date Reversal Posted Dale GL Dent Amount 50.00 GL Greet Amount 55.000.00 GL Net Amount 55.000.00 CONFIDENTIAL INT 000192 EFTA00102893
• rides Windott • Pant ThiS Rage • Expand All I Corlapse AIAII Philips Foundation $40000.00 Single Donation 09/04/1997 Donation Name Maps Fowdation $40000.00 Single Donation 09:04/1997 Donation Record Type Single Donation Account Name Maps FOLuldatiOn Type Organization Gilt Donor planes FoLthelation Transaction Type Donation Donation Owner ICA-Autontabon Probability (Y.) 103% Amount $40.000.00 Batch Benefit Value $0.00 Transmittal Type Cash Tax-Deductible Amount $40.030.00 Festival Sponsorship Close Date 914/1997 Record ID DON-524588 Stage Received Edema« 1002897533 Primary Campaign SOutcs 1997-1998 Annual Fund Online Gift Segment Code Wee Confirmation Code Canadian Anx.unt Settlement Batch Canadian Exchange Rate First Event Date Donor Primary Classification I have included Interlochen in my will GM Category (for The Send CA estate planning Campaign) information Hard Credit Velocity Score 2.0 "CurreM Trustee" gift Son Credit Velocity Some 2.0 Soft Credit donor name(*) Merchant Account formula Description Acknowledgment! Receipt Status Enhanced Acknowledgment 2) Pies- Non Trustee 290 - CA Receipt Type formula Org Gift- ICA Type Enhanced Letter Status Receipted Not Retaliated Acknowledged Acknowledged Receipt Date Acknowledged Date 1111812010 Receipt Amount Account Billing Address Billing Street Dayton OH 05401-0943 US Billing Adtress Update Billing City Billing State Billing Postal Code Billing Country Designations Fund Group ICA Amount $40.000.00 Fund Group IPR Amount $000 Fund Group Other Amount $0.00 Writein oft ignatiOn Designation Summary Inledochen Fund ($40000.00) Total Donation Amount: S40,000 Ihnos://www.blackbaud.comifilesisupport/helpfileseluminate. rrmilominaM (OM htmlacchirt=700,1) Search Designw AVAILABLE DESIG 000000 Box CI 000001 Choco 000004 ICCA 000006 Alumn Gift has been posted (designations read-only unless reversed). ESIGNATIONS— CONFIDENTIAL INT 000193 EFTA00102894
Recognition Preferences On-Air Recognition Mark as Anonymous Read on Air Recognition IPR Station Joint Recognition per Donee Donor Recognition formula Philips FOuldriltk)n IPR Region Outside Listening area Donor Recognition CLO Previous Donor Profile Info CLO IPR First Gift Additional Comments Payment information Payment Type Check Settlement Date Credit Card Type Posted / Card Expiration Date Posted Date 9.14/1997 12DDAM Cilid Number Refund Date Bank Name Reversed Check Number Check Date ACH Account Number ACM Routing Number Stock Description Stock Trade Dale Stock High Stock Low Stock Median MOD Reverse Donation flonorMernorial Designation Tribute Brick Location Honordaemorial Type Brick text formula Honor/Memorial Notification Brick Une 1 Method Honor/Memorial Person(s) to Brick Line 2 Notify Honor/Memorial Notification Brick Une 3 Address HonorAtemonal Notification Brick Line 0 Dale Honoree Name Brick Une 5 Honor/Memorial Notification Brick Une 6 Email Honor/Memorsal Message Matching Gift Matching Organization OrganizMon Verified Organization Name - Donor Matching Gift Form URL supplied Projected Match Amount Matching Close Date Matching Status ThS is a matching gift Matching Gift Link Create Matching Gift Additional information Acct First Trx Date 1/1/1968 Constituency Group Foundation Account Management Account Not Under Management FundAl Source Code UNSOLICITED: Unsolicited Primary Classification Clone For Next FY Deceased Fiscal Year 1.998 Estate Gift Exclude from THE 7.21.2012 Campaign System Information CONFIDENTIAL INT 000194 EFTA00102895
Form Name Created By ICA-AulOmatiOn. 11/18:2010 614 PM Pam ID Hour of Day Formula 18 Source Code Last Modified By 1017/2015 442 PM Sub Source Pledge Test Contact record 0 Donorship Update 0 BBMS Fee 51,039.46 Donation Management Donation Not Under Management Reference Number Full Transaction ID Confirmation Code Custom Links Fix an online 1Uhat was intended to •fteryla Fomnred I Atter fOugula Donation Contact Roles « < > » Edit Contact ROMS Showing Page 1 of 1 Actions Contact Name MCount Nam* Email Role Amount Primary Edt ailise_F_09nOldial Ebthps Foundation Donor Full EOr I Del Jeffrey_gfietoin Jeffrey Epateet Household 5441Credit Full Account Information advancement Track Account Record Type Organization Account Name Philan Foundation Active Account Owner External ID 1229082 AnianTmou. Allegiance ID Record ID ACC-191560 Allegiance Business Type Matches Employee Giving Typo Foundation Donation Summary Report Ocnation Summary Nepal for this Account Foundation Typo Pdvete Recognition Name text Philips Foundation industry Task Summary Report Task (Activity) &annuity Report fOr this Account Account Management Amount Not Under Management Current CY Giving Club No Diving Club IPR Donor Current FY 0 Current CY owing Club Manual ACknowledgmeM Opt Out Override Previous CY Giving Club No Giving Club Year End Solicitation Only Giving Club foe Marco Email Solicitation Only Donor in Previous FY 0 IPR Solicitation Only Average FY Giving Last 5 FY SO UW Contract Total Ibis CY $0.00 Priority Ticket Access UW Contract Total Last CY $0.00 Annual Fund Solicitation Status UW Total Last CY • This CY $0.00 Annual Fund Notes Note Giving Club for Ask IPR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code Addressee Information Primary Contact Secondary Contact Primary Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Contact Employer Primary Contact Role Secondary Confect We Primary Contact Employer Secondary Contact Birthdate Primary Contact Title Primary Contact Nickname CONFIDENTIAL INT 000195 EFTA00102896
Address Information Billing Address Formal Salutation Text Dayton. OH 45401-0943 US Address Standardization Status Standardised Casual Salutation Text Copy Address Additional Information Parent Account Websit0 Account Site SIC Code Annual Revenue Ticker Symbol ErnPloYets Phone Phone Fax Description Prospect intelligence Mapr Donor Status Ousfiged - not major donor prospect Open Major Gilt Donation Charts Loading report chart... Maddy Society Recognition Philips Foundation Name Maddy Society 1 Charter President's Club Early Festival Mailing Exclude from Early Festival Mailing Loading report chart... Combined (Hard + Soft) Giving Summary YTD Combined Count 0 Lifetime Gaston-Kind 554.500 00 Yip Combined Amount 50.00 Relationships CONFIDENTIAL INT 000196 EFTA00102897
Philips Foundation's Relationships jhttps://www.blackbaud.corninlestsupport/helpfiles/luminate-crmiLuminate CRM.htmlacshicl=4444) \hew All (bnpc.// interlochen- cv.na47.visuallorce.com/apex/RelationshinSgetAccou • k1=001A000000Jvs(12)All Create a Relationship ( MI Relationship Types System Information Created By ICA-Automatic.). 8/11/2010 5:43 PM Last Modified By Dare timer. 2/12/2020 3.47 AM Patrontlanagor Account ID Opportunity Field History 11/1812010 5:14 PM User ICA•AutomatIon Action Changed Donation Name from Philips Foundation Donation .09/04/1997 to Philips Foundation $40000.00 Single Donation 0910411997. Created. Stage History Received Amount $00.000.00 Probability (%) 100% Expected Revenue 540.000.00 Close Dale 9/0/1997 Last Modeled WalListamalkw, 11tIllt2010 5:14 PM Donation Designation Relationships (Opportunity) DFR-258238 Designation 120332 Interior:hen Annual Fund Designated Amount 540.000.00 Posted Date 9M/1997 12:00AM Reversed Reversed Date Reversal Posted Date GL Debt Amount 50.00 GL Credit Amount S40.000.00 GI_ Net Amount $40.000.00 CONFIDENTIAL INT 000197 EFTA00102898
2/1212020 Wexner Foundation $185000.00 Single Donation 07/25/1994 — Salesforee - Enterprise Edition • ~Make« • Print ins Pegg • g_ r app d 1 Collapse AJI Wexner Foundation $185000.00 Single Donation 0712511994 00.11i0.1 Name Wexner Poundal:KM $185000.00 Single Donation Donation Record type Single Donation 07/25/1994 Account Name Wegner Foundation Type Organization Gin Donor Wegner Foundation Transaction Type Donation Donation owl« ICA-Automation Probability (St) 100% Amount $185.000.00 Batch Benefit Value $0.00 Transmittal Type Tax-Deductible Amount $185.000.00 Festival Sponsorship Close Date 7)25/1994 Record ID DON-485739 Stage Received Externalid 1002741842 Primary Campaign Source Capital Projects Online Gift Segment Code Veer Confirmation Code Canadian Amount Settlement Balch Canadian Exchange Rate First Event Date Donor Primary Classification I have included Interlochen in my wilt Gift Category (for The Send ICA estate planning Campaign) information Hard Credit Velocity Score 2.0 "Current Trustee" gift Soft Credit Velocity Score 2.0 son Credit donor name(s) Merchant Account formula Description Acknowledgment / Receipt Status Enhanced Acknowledgment 2) Pres Nan Trustee 25k. - CA Receipt Type formula Org ICA Type Recanted Not Recta:ea Enhanced Letter Status Acknowledged Acknowledged Receipt Dale Acknowledged Date 11/1812010 Receipt Amount Account Billing Address Billing Street Billing Address Update gilling oily Billing State Billing Postal Code Billing Country Designations Fund Group ICA Amount $0.00 Fund Group IPR Amount $0.00 Fund Group Other Amount $185.000.00 Write In Designation Designation Summary Epstein Lodge ($185,000.00) Total Donation Amount: S185,000 jgrjgc.iiiminiw rnenifilnekunpnrahelpfilisenuminatP. crm/Luminate CRM.htrnlocshid.200ij Search Des AVAILABLE DE 000000 8c 0000010 000004 IC 000008 All Gift has been posted (designations read-only unless reversed). ---DESiGNATIONS CONFIDENTIAL hups://interlochenány.salesforee.com/006A00011009ywdulp?retURL./006A0000009ywdu INT 000198 EFTA00102899
2112/2020 Wexner Foundation $185000.00 Single Donation 07/25/1994 - Salestnrce - Enterprise Edition Recognition Preferences On-Air Recognition Mark as Anonymous Read on Ale Recognition IPR Station Joint Recognition per Dona Donor Recognition formula Wexner F0undalkil IPR Region Outside Listening area Donor Recognition CLO Previous Dona Profile Info CLO IPR First Gift Additional Comments Payment Information Payment Type Non-Cash Credit Card Type Card Expiradon Dale Card Number Bank Name Check Number Check Date ACM Account Number ACH Routing Number Stock Description Stock Trade Date Stock High Stock Low Stock Median 50.00 Settlement Date Posted Posted Date Refund Date Reversed Reverse Donation Honor/Memorial Designation Tribute Brick Location Nonoredemorial Type Brick text formula monaimornorim Notification Brick Line 1 Method Honor/Memorial Person(s) to Brick Line 2 Notify monaimmnorim Notification Brick Line 3 Address Honor/Mernorial Notification Brick Line 4 DM* Honoree Name Brick Line Honor/Mernorial Notification Brick Line 6 Email Honor/Memorial Message Matching Gift Matching Organization Organization Verified Organization Name - Donor Matching Gift Form URL Supplied Projected Match Amount Matching Close Date Matching Status This Is a matching gift Matching Gift Link Create Matching Gilt se. W25/1994 12ODAIA Additional information Acct First Trx Date 725/1994 Constituency Group F0undatiCel Account Management Account Not Under Management FundAl Source Code Primary Classification Clone For Next FY Deceased Fiscal Year 1.995 Estate Gift Exclude from THE 7.21.2012 Campaign System Information CONFIDENTIAL INT 000199 htips://interloehen.my.salesiorre.eomf006A0000009ywdulplretURL=P006A0000009ywdu 1,5 EFTA00102900
2/1212020 Wexner Foundation S185000.03 Single Donation 07/25/1994 — Salcsforcc - Enterprise Edition Form Name Form ID Source Cods Sub Source Test Contact record BBMS Fee Reference Number Fut, Transaction ID Confirmation Code Custom Links Donation Contact Roles 0 $4.805.56 Created By ICA-Automation. t1/1B/2010 2:48 PM Hour of Day Formula 15 Last Modified By 10/7/2015 8:C6 PM Pledge Ownership Update 0 Donation Management Donation Not Under Management Fix an online call that wag intonded to ',nu.* s Fitsnred I ottor Formula glitd9a c WA WIC•141 MMUS ShowIng Page 1 Of 1 Actions Contact Name Account Name Email Role Amount Primary Edd Wexner Foundation Wexner Folaidation Donor Full V Edit I Del Jeffrey Epstein Jeffrey Epstein Household Soft Credit Full Account Information Advancement 'Frank Account Record Type Organization Account Name Wexner Foundation Active Account Owner External ID 1231072 Anonymous Allegiance ID Record ID ACC-192137 Allegiance Business Type Matches Employee Giving Type Foundation Donation Summary Report Donation Summary Nepal to NG Account Foundation type Private Recognition Name text Wexner Foundation Industry Task Summary Report Task (Activity) Stony Repoli for this Account Account Management Account Not Under Management Current CY Giving Club No Going Club IPR Donor Current FY 0 Currant CY Giving Club Manual Acknowledgment Opt Oul Override Previous CY Giving Club No Giving Club Year End Solicitation Onty Giving Club for Merge Emaa Solicitation Only Donor in Previous FY 0 IPR Solicitation Only UW Contract Total This CY $0.00 Average FY Ching Last 5 FY $0 Priority Ticket Access UW Contract Total Last CY $0.00 Annual Fund Solicitation Status VW Total Last CY • This CY $0.00 Annual Fund Notes Note Giving Club for Ask FR Solicitation Status IPR Annual Fund Notes IPR Giving Club for Ask CEEB Code Addressee Information Primary Contact Secondary Contact Primary Contact Addressee Secondary Contact Addressee Primary Contact Email Secondary Contact Employer Primary Contact Role Secondary Contact Title Pnmary Contact Employer Secondary Contact Outdate Primary Contact Title Primary Contact Nickname CONFIDENTIAL hups://interlochen.my.salcsforcc.com/006A0000009ywclu/p?rctURL./006MXXXXX19ywdu INT 000200 EFTA00102901







