EFTA00904714.pdf

From: "Pullis, Juliet N" To: "'Jeffrey Epstein"' <[email protected]> CC: "Staley, Jes" Subject: from Jes Date: Thu, 17 Feb 2011 22:53:44 +0000 Hi Jeffrey, Jes asked me to pass along these questions from the JPM team that is putting together some ideas for Gates. If there are any you can answer, it would hel narrow down options for providing a recommendation. Please let me know. I can be reached at that's easier. Thanks, Juliet General: •What are the sponsors' objectives? •What is the expected timeline of the first commitment and subsequent commitments? •Is anonymity important? •Is JPM expected to advise on the transaction or are we just implementing a strategy? •What is the rough breakdown of US vs. non-US donors? •Have the donors already received tax deduction for the donations (transfer from one program to another) or will these be new donations? Contributions: •Structure of the entity making the contributions: one entity already established / pooled foundation or will each donor make individual contributions? Investments: •Who will be directing the investment decisions...the principal or the individual donors? •Do they expect open architecture? (i.e. All JPM funds vs. a mix of 3rd party and JPM) Grants: •Who will be directing the grants...the principal or the individual donors? Infrastructure: •Expectations on the technology interface information access investing/granting/decision making This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not necessarily reflect those of JPMorgan Chase & Co., its subsidiaries and affiliates. This transmission may contain information that is privileged, confidential, legally privileged, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance EFTA00904714 thereon) is STRICTLY PROHIBITED. Although this transmission and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by JPMorgan Chase & Co., its subsidiaries and affiliates, as applicable, for any loss or damage arising in any way from its use. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you. Please refer to for disclosures relating to European legal entities. EFTA00904715