Epstein File EFTA01158655: Bill Gates, Melinda Gates and John Phelan (DS9)

Epstein Index›Documents›EFTA01158655

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01158655: Bill Gates, Melinda Gates and John Phelan (DS9)

Financial RecordDate unavailableEFTA011586556 keyword hits

0

views

0

shares

0

reactions

4

persons

6

keywords

15

excerpts

Similar to document EFTA00599046, this record discusses endowment management principles, emphasizing the annual disbursement requirement and the strategic goal of maintaining the endowment's real value through inflation-adjusted preservation.

👤 Named in This Document

Warren Bill Gates Melinda Gates John Phelan

🔑 Evidence Keywords

endowment solicitation warrant philanthropy treat Justice

📋 Key Excerpts15

PersonKeyword

Excerpt 1

(the obligation to disburse annually about 5 percent of the average value of the investment portfolio); the objective of preserving the value of the **endowment**

Excerpt 2

The foundation does not receive outside contributions to its **endowment**.

Excerpt 3

Their policy has been to try to preserve the real (inflation- adjusted) value of the foundation's **endowment** so as to maintain the real value of its program