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: One entity, the foundation, distributes money to grantees. The other, the Bill & Melinda Gates Foundation Trust, manages the endowment assets.

2008

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

Bill & Melinda Gates Foundation
2008 Audited Financial Statements (PDF, 91KB, 12 pages)

Bill & Melinda Gates Foundation Trust
2008 Audited Financial Statements (PDF, 106KB, 15 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 frequently asked questions we receive.

Bill & Melinda Gates Foundation
2007 Audited Financial Statements (PDF, 69KB, 12 pages)

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

Bill & Melinda Gates Foundation Trust
2007 Audited Financial Statements (75KB, PDF)

2007 Annual Tax Return, Form 990-PF: Return of Private Foundation (PDF, 1.1MB, 179 pages)

2007 Annual Tax Return, Form 990-T: Exempt Organization Business Income Tax Return (PDF, 3.3MB, 223 pages)

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 2006 Form 990-PF and to respond to the most frequently asked questions we receive.

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 to 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, 2MB, 4 pages)
Statements 23, 24, 25, and 26 (PDF, 77MB, 77 pages)

Note that Statements 27 through 31, which detail investment gains and losses, have not been included due to their size. These statements can be accessed by request at info@gatesfoundation.org.