Our role

Financials

We post our audited financial statements and 990-PFs to the site as they become available. Typically, the financial statement for each year is posted the summer of the following year, while the 990-PF is available in the fall of the following year.

In October of 2006, our trustees created a two-entity structure: The Bill & Melinda Gates Foundation (foundation) and the Bill & Melinda Gates Foundation Trust (trust). Both entities are tax-exempt private foundations that are structured as a charitable trust. Each entity has a distinct purpose, as explained below.

The foundation works to reduce inequities around the world. In the developing world, it focuses on improving health and alleviating extreme poverty. In the United States, the foundation supports programs related to education. In its local region, the foundation promotes strategies and programs that help low income families. The foundation is based in Seattle, Washington, with regional offices in Washington, D.C.; Beijing, China; Addis Ababa, Ethiopia; Berlin, Germany; New Delhi, India; Abuja, Nigeria; Johannesburg, South Africa; and London, United Kingdom. The foundation is led by CEO Mark Suzman, under the direction of Co-chairs Bill Gates and Melinda French Gates and the board of trustees.

Browse Frequently Asked Questions about the foundation

The trust holds the donated investment assets from Bill Gates and Melinda French Gates and receives contributions from Warren Buffett. The primary role of the trust is to manage the investment assets and transfer proceeds to the foundation as necessary to achieve the foundation’s charitable goals. Its trustees are Bill Gates and Melinda French Gates.

Gates Philanthropy Partners is a public charity established in 2016 that provides a streamlined, transparent way for donors to align their gifts with the charitable purpose of the Gates Foundation.

Guide to Understanding the Financial Statements and Tax Returns

2016

Bill & Melinda Gates Foundation

2016 Audited Financial Statements (PDF, 237 KB, 16 pages

2016 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 7.1 MB, 1,114 pages)

2015

Bill & Melinda Gates Foundation

2015 Audited Financial Statements (PDF, 270 KB, 16 pages

2015 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 4 MB, 1,124 pages)

2014

Bill & Melinda Gates Foundation

2014 Audited Financial Statements (PDF, 333 KB, 17 pages

2014 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 3MB, 1,018 pages)

2013

Reader's Guide to the Form 990-PF (PDF, 111KB, 4 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2013 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2013 Audited Financial Statements (PDF, 108 KB, 13 pages

2013 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 5 MB, 940 pages)

2012

Reader's Guide to the Form 990-PF (PDF, 696KB, 6 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2012 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2012 Audited Financial Statements (PDF, 394 KB, 18 pages

2012 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 3.6 MB, 1,143 pages)

2011

2011 Annual Snapshot of Grants Paid

Reader's Guide to the Form 990-PF (PDF, 696KB, 6 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2011 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2011 Audited Financial Statements (PDF, 85KB, 12 pages

2011 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 4MB, 736 pages)

2010

2010 Annual Snapshot of Grants Paid

Reader's Guide to the Form 990-PF (PDF, 97KB, 4 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2010 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2010 Audited Financial Statements (PDF, 187 KB, 12 pages

2010 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 2 MB, 692 pages)

2009

2009 Annual Snapshot of Grants Paid

Reader's Guide to the Form 990-PF (PDF, 114KB, 5 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2009 Form 990-PF and to respond to the most frequently asked questions we receive.

Bill & Melinda Gates Foundation

2009 Audited Financial Statements (PDF, 113 KB, 12 pages

2009 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 5.6 MB, 680 pages)

2008

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader's Guide to the Form 990-PF (PDF, 97KB, 4 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2008 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2008 Audited Financial Statements (PDF, 187 KB, 12 pages)

2008 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 2 MB, 692 pages)

2007

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader's Guide to the Form 990-PF (PDF, 100KB, 5 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2007 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2007 Audited Financial Statements (PDF, 69 KB, 12 pages

2007 Annual Tax Return, Form 990-PF: Return of Private Foundation (1 MB , PDF)

2006

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader's Guide to the Form 990-PF (PDF, 109KB, 4 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2006x Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2006 Audited Financial Statements (PDF, 61 KB, 10 pages)

2006 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 1.2 MB, 36 pages)

2007

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader's Guide to the Form 990-PF (PDF, 100KB, 5 pages)

The purpose of the Reader's Guide is to demystify the key information contained in the 2007 Form 990-PF and to respond to the most asked questions we receive.

Bill & Melinda Gates Foundation

2007 Audited Financial Statements (PDF, 69 KB, 12 pages

2007 Annual Tax Return, Form 990-PF: Return of Private Foundation (1 MB , PDF)

2005

2005 Audited Financial Statements (PDF, 80KB, 12 pages)

2005 Annual Tax Return, Form 990-PF: Return of Private Foundation

For ease in viewing and downloading, the 990-PF has been broken into the sections below.

Form 990-PF (PDF, 2MB, 19 pages)

Statements 1-17 (PDF, 256KB, 17 pages)

Attachments A-L (detail of paid grants)  (PDF, 1MB, 365 pages)

Attachments M, N, and O (investment gains/losses)  (PDF, 7.8MB, 4714 pages)

Form 990-T and Statements (PDF, 957KB, 15 pages)

2004

2004 Audited Financial Statements (PDF, 89KB, 12 pages)

2004 Annual Tax Return, Form 990-PF: Return of Private Foundation

For ease in viewing and downloading, the 990-PF has been broken into the sections below.

Form 990-PF (PDF, 1.06MB, 16 pages)

Index of Statements; Statements 1-15; Attachments A-C, and E-M (PDF, 12.6MB, 214 pages)

Attachment D (detail of paid grants)  (PDF, 3.07MB, 105 pages)

Attachments N, O, and P (investment gains/losses)  (PDF, 81.1MB, 2335 pages)

2003

2003 Audited Financial Statements (PDF, 2MB, 13 pages)

2003 Annual Tax Return, Form 990-PF: Return of Private Foundation

For ease in viewing and downloading, the 990-PF has been broken into the sections below.

Form 990-PF (PDF, 940KB, 15 pages)

Statements 1-16; Attachments A to K (L not used)  (PDF, 11MB, 13 pages)

Attachments M-P (investment gains/losses)  (PDF, 40MB, 973 pages)

2002

2002 Annual Tax Return, Form 990-PF: Return of Private Foundation

For ease in viewing and downloading, the 990-PF has been broken into the sections below.

First 12 pages & Statements 1-19 (PDF, 16MB, 22 pages)

Statement 20 (PDF, 74KB, 1 page)

Statement 20a, pages 1-98 (A-He) (PDF, 37MB, 98 pages)

Statement 20a, pages 99-188 (He-Pr) (PDF, 34MB, 90 pages)

Statement 20a, pages 189-272 (Pr-Z) (PDF, 35MB, 84 pages)

Statements 20b, 20c, and 21 (PDF, 20MB, 54 pages)

Statement 22 (PDF, 2, 4 pages)

Statements 23, 24, 25, and 26 (PDF, 77MB, 77 pages)

2001

Bill & Melinda Gates Foundation Trust

2001 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 47 MB, 1,475 pages)

2000

Bill & Melinda Gates Foundation Trust

2000 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 58 MB, 1,071 pages)