GATES MEDICAL RESEARCH INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GATES MEDICAL RESEARCH INSTITUTE (EIN 82-1808476)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349300210
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T01:02:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821808476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL & MELINDA GATES MEDICAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 8577022108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KENDALL SQ BLDG 600 NO 6-301 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAHENDRA PATTNI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8577022108 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAHENDRA | PersonFirstNm |
| Person Last | PATTNI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE FULTON | PreparerPersonNm |
| PTIN | P00941863 | PTIN |
| Phone | 6123974000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAHENDRA PATTNI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KENDALL SQ BLDG 600 NO 6-301 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $216,748,532 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GATESMRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE GATES MRI ENGAGES DIRECTLY IN THE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH ONE OR MORE HOSPITALS FOR THE PURPOSE OF ADDRESSING MAJOR CAUSES OF ILLNESS AND DEATH IN LOW-AND LOWER-MIDDLE-INCOME COUNTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,990,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $216,721,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $110,318 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $10,573 | CYOtherRevenueAmt |
| PY Total Revenue | $32,100,737 | PYTotalRevenueAmt |
| CY Total Revenue | $216,748,532 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,689,083 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,945,176 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,682,231 | PYOtherExpensesAmt |
| CY Other Expenses | $70,180,846 | CYOtherExpensesAmt |
| PY Total Expenses | $99,371,314 | PYTotalExpensesAmt |
| CY Total Expenses | $105,126,022 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$67,270,577 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $111,622,510 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $171,367,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $277,647,725 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,937,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,580,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $148,429,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $260,067,335 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GATES MRI ENGAGES DIRECTLY IN THE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH ONE OR MORE HOSPITALS FOR THE PURPOSE OF ADDRESSING MAJOR CAUSES OF ILLNESS AND DEATH IN LOW-AND LOWER-MIDDLE-INCOME COUNTRIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,617,539 | ExpenseAmt |
| Desc | BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE ("GATES MRI") IS ALIGNED WITH THE PURPOSE OF THE BILL & MELINDA GATES FOUNDATION AND GUIDED BY THE VISION THAT EVERY PERSON DESERVES THE OPPORTUNITY TO LEAD A HEALTHY AND PRODUCTIVE LIFE. THE GATES MRI IS DEDICATED TO THE RESEARCH, DEVELOPMENT, AND EFFECTIVE USE OF NOVEL BIOMEDICAL INTERVENTIONS ADDRESSING SUBSTANTIAL GLOBAL HEALTH CONCERNS FOR WHICH THE REQUIRED DEVELOPMENT INVESTMENT BY TRADITIONAL BIOPHARMACEUTICAL ORGANIZATIONS IS LACKING. THE GATES MRI WORKS WITH COLLABORATING PARTNERS AND ORGANIZATIONS, COORDINATING AND DRIVING BIOPHARMACEUTICAL RESEARCH AND DEVELOPMENT ACTIVITIES, INCLUDING PRE-CLINICAL DEVELOPMENT AND CLINICAL DEVELOPMENT. IN ADDITION TO THE TUBERCULOSIS WORK NOTED IN 4(B) THE MRI FOCUSES ON PROGRAMS AIMED AT REDUCING THE BURDEN OF MALARIA, DIARRHEAL DISEASES, AND MATERNAL, NEWBORN, AND CHILD ILLNESSES WORLDWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,820,002 | ExpenseAmt |
| Desc | THE GATES MRI'S LARGEST PROGRAM AREA FOCUSES ON REDUCING THE BURDEN OF TUBERCULOSIS THROUGH THE RESEARCH AND DEVELOPMENT OF NOVEL THERAPEUTICS AND VACCINE CANDIDATES, INCLUDING THROUGH THE CONDUCT OF CLINICAL TRIALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,996,547 | ExpenseAmt |
| Desc | IN RESPONSE TO THE GLOBAL OUTBREAK OF COVID-19 IN 2020, THE GATES MRI CONDUCTED A CLINICAL STUDY IN 2020 AND 2021 TO RECRUIT PATIENTS WITH MILD COVID-19 EARLY AFTER SYMPTOMS ONSET TO TEST POTENTIAL THERAPEUTICS TO TREAT COVID-19. THIS STUDY WAS FUNDED BY GRANTS FROM THE BILL & MELINDA GATES FOUNDATION AND GATES PHILANTHROPY PARTNERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $90,434,088 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER DEGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2067093100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVENUE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAROLYN AINSLIE | ||||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $813,961 | $80,263 | ||||
| EMILIO EMINI | ||||||||||
| DIRECTOR,CEO(END 7/2021;START 8/2021) | 19.00 | 23.00 | Yes (X) | $309,872 | $351,349 | $70,443 | Yes (X) | |||
| HELENE MADONICK | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $27,450 | $0 | ||||
| SUSAN DESMOND-HELLMANN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TONI HOOVER | ||||||||||
| DIRECTOR (START 7/2021) | 2.00 | 40.00 | Yes (X) | $0 | $553,057 | $70,846 | ||||
| TREVOR MUNDEL | ||||||||||
| DIRECTOR, BOARD CHAIR | 3.00 | 40.00 | Yes (X) | $0 | $1,162,609 | $70,401 | ||||
| MAHENDRA PATTNI | ||||||||||
| TREASURER (START 5/2021) | 40.00 | 0.00 | $311,585 | $0 | $67,544 | Yes (X) | ||||
| MARY THISTLE | ||||||||||
| TREASURER (END 5/2021) | 40.00 | 0.00 | $234,484 | $0 | $58,135 | Yes (X) | ||||
| PENNY HEATON | ||||||||||
| CEO (END 7/2021) | 40.00 | 0.00 | $479,111 | $0 | $59,546 | Yes (X) | ||||
| SALLY JENNINGS | ||||||||||
| SECRETARY | 40.00 | 0.00 | $402,940 | $0 | $81,446 | Yes (X) | ||||
| DEBRA WEISS | ||||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $530,549 | $0 | $68,856 | Yes (X) | ||||
| JARED SILVERMAN | ||||||||||
| HEAD OF TRANSLATIONAL DISCOV | 40.00 | 0.00 | $471,105 | $0 | $84,368 | Yes (X) | ||||
| JORG THOMMES | ||||||||||
| HEAD OF CHEM, MFG, CONTROL (END 5/2021) | 40.00 | 0.00 | $154,056 | $0 | $36,827 | Yes (X) | ||||
| MICHAEL DUNNE | ||||||||||
| CHIEF MEDICAL OFFICER(START 12/2020) | 40.00 | 0.00 | $716,407 | $0 | $85,046 | Yes (X) | ||||
| TARYN ROGALSKI-SALTER | ||||||||||
| HEAD OF GLOBAL REG STRAT (START 5/2021) | 40.00 | 0.00 | $443,020 | $0 | $72,328 | Yes (X) | ||||
| ALEXANDER SCHMIDT | ||||||||||
| CLINICAL DEVELOPMENT LEADER | 40.00 | 0.00 | $439,571 | $0 | $82,709 | Yes (X) | ||||
| CHARLES WELLS | ||||||||||
| CLINICAL DEVELOPMENT LEADER | 40.00 | 0.00 | $458,931 | $0 | $69,601 | Yes (X) | ||||
| DAVID HOLTZMAN | ||||||||||
| CLINICAL DEVELOPMENT LEADER | 40.00 | 0.00 | $421,594 | $0 | $80,123 | Yes (X) | ||||
| MOHAMED BASSYOUNI | ||||||||||
| PRODUCT DEVELOPMENT PROGRAM LEADER | 40.00 | 0.00 | $446,774 | $0 | $81,098 | Yes (X) | ||||
| YVONNE WOLF END 12021 | ||||||||||
| HEAD OF HUMAN RESOURCES | 40.00 | 0.00 | $404,441 | $0 | $2,714 | Yes (X) | ||||
| DINA BERDIEVA | ||||||||||
| HEAD OF PRJT MGMT, CLINICAL OPS | 0.00 | 0.00 | $198,919 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,423,359 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,908,426 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,222,294 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 100 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| PPD DEVELOPMENT LP | |||||||||
| 929 NORTH FRONT STREET | WILMINGTON | NC | 28401 | CLINICAL RESEARCH ORGANIZATION | $14,034,074 | ||||
| IQVIA RDS INC | |||||||||
| 4820 EMPEROR BLVD | DURHAM | NC | 27703 | CLINICAL RESEARCH ORGANIZATION | $8,137,064 | ||||
| BARC SA | |||||||||
| CLINICAL LAB SERVICES | $4,224,651 | 11 NAPIER ROAD | JOHANNESBURG | SF | 2092 | ||||
| LOGIX INC | |||||||||
| 1601 TRAPELO ROAD SUITE 230 | WALTHAM | MA | 02451 | SUPPLEMENTAL STAFFING AND CONSULTING SER | $3,417,625 | ||||
| CERBA RESEARCH USA INC | |||||||||
| 5 DELAWARE DR | LAKE SUCCESS | NY | 11042 | CLINICAL LAB SERVICES | $2,665,435 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 68 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $215,039,921 | RelatedOrganizationsAmt |
| All Other Contributions | $1,681,831 | AllOtherContributionsAmt |
| Total Contributions | $216,721,752 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,207 | TotalRevenueColumnAmt |
| Exclusion | $16,207 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENCY CONVERSION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,573 | TotalRevenueColumnAmt |
| Exclusion | $10,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,573 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,748,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,680,294 | TotalAmt |
| Program Services | $2,547,544 | ProgramServicesAmt |
| Management And General | $2,132,750 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,919 | TotalAmt |
| Program Services | $198,919 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,710,985 | TotalAmt |
| Program Services | $17,906,742 | ProgramServicesAmt |
| Management And General | $3,804,243 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,015,283 | TotalAmt |
| Program Services | $2,486,939 | ProgramServicesAmt |
| Management And General | $528,344 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,767,200 | TotalAmt |
| Program Services | $2,797,316 | ProgramServicesAmt |
| Management And General | $969,884 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,495 | TotalAmt |
| Program Services | $1,278,286 | ProgramServicesAmt |
| Management And General | $294,209 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,597 | TotalAmt |
| Program Services | $870,448 | ProgramServicesAmt |
| Management And General | $168,149 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,949 | TotalAmt |
| Management And General | $187,949 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,044,745 | TotalAmt |
| Program Services | $55,037,666 | ProgramServicesAmt |
| Management And General | $3,007,079 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,590 | TotalAmt |
| Program Services | $413,180 | ProgramServicesAmt |
| Management And General | $126,410 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,784,987 | TotalAmt |
| Program Services | $1,543,154 | ProgramServicesAmt |
| Management And General | $241,833 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,341,479 | TotalAmt |
| Program Services | $4,285,903 | ProgramServicesAmt |
| Management And General | $1,055,576 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,703 | TotalAmt |
| Program Services | $39,318 | ProgramServicesAmt |
| Management And General | $19,385 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,415 | TotalAmt |
| Program Services | $23,265 | ProgramServicesAmt |
| Management And General | $20,150 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,187 | TotalAmt |
| Management And General | $1,806,187 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,126 | TotalAmt |
| Program Services | $161,494 | ProgramServicesAmt |
| Management And General | $13,632 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING | $815,234 | $582,200 | $233,034 |
| FURNITURE AND EQUIPMENT | $173,329 | $120,842 | $52,487 |
| DUES AND SUBSCRIPTION | $158,460 | $140,872 | $17,588 |
| OTHER EXPENSES | $12,143 | $12,143 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902 | TotalAmt |
| Management And General | $902 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,126,022 | TotalAmt |
| Program Services | $90,434,088 | ProgramServicesAmt |
| Management And General | $14,691,934 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,576,143 | BOYAmt |
| EOY | $35,259,489 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,703,803 | BOYAmt |
| EOY | $222,963,535 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,534 | BOYAmt |
| EOY | $46,821 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,119,401 | BOYAmt |
| EOY | $4,820,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,252,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,419,403 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,536,447 | BOYAmt |
| EOY | $13,832,666 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,856 | BOYAmt |
| EOY | $725,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,367,184 | BOYAmt |
| EOY | $277,647,725 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,937,359 | BOYAmt |
| EOY | $17,580,390 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,937,359 | BOYAmt |
| EOY | $17,580,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,367,616 | BOYAmt |
| EOY | $260,067,335 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,062,209 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,429,825 | BOYAmt |
| EOY | $260,067,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,367,184 | BOYAmt |
| EOY | $277,647,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $111,622,510 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $15,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WASHINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,339,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,207,065 | DepreciationAmt |
| Book Value | $13,132,384 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $904,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,686 | DepreciationAmt |
| Book Value | $695,718 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,652 | DepreciationAmt |
| Book Value | $4,564 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,832,666 | TotalBookValueLandBuildingsAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $5,499,612 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $122,861 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $4,872,428 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $28,300 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $641,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,164,556 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,164,556 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART VI, LINE 1: | THERE WERE TRANSFERS OF CASH TO FOREIGN CORPORATIONS BUT THEY WERE NOT OF THE TYPE DESCRIBED IN SECTION 6038B(A)(1)(A), 367(D), OR 367(E) SO NO FORM 926 WAS REQUIRED TO BE FILED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TREVOR MUNDEL | ||||||||||||||
| DIRECTOR, BOARD CHAIR | $0 | $1,107,189 | $0 | $0 | $0 | $55,420 | $0 | $43,500 | $0 | $26,901 | $0 | $1,233,010 | $0 | $0 |
| CAROLYN AINSLIE | ||||||||||||||
| DIRECTOR | $0 | $763,200 | $0 | $0 | $0 | $50,761 | $0 | $43,500 | $0 | $36,763 | $0 | $894,224 | $0 | $0 |
| MICHAEL DUNNE | ||||||||||||||
| CHIEF MEDICAL OFFICER(START 12/2020) | $611,733 | $0 | $57,000 | $0 | $47,674 | $0 | $43,500 | $0 | $41,546 | $0 | $801,453 | $0 | $0 | $0 |
| EMILIO EMINI | ||||||||||||||
| DIRECTOR,CEO(END 7/2021;START 8/2021 | $294,807 | $327,010 | $0 | $10,000 | $15,065 | $14,339 | $2,806 | $40,694 | $10,263 | $16,680 | $322,941 | $408,723 | $0 | $0 |
| TONI HOOVER | ||||||||||||||
| DIRECTOR (START 7/2021) | $0 | $523,991 | $0 | $0 | $0 | $29,066 | $0 | $43,500 | $0 | $27,346 | $0 | $623,903 | $0 | $0 |
| DEBRA WEISS | ||||||||||||||
| CHIEF OPERATING OFFICER | $498,972 | $0 | $10,000 | $0 | $21,577 | $0 | $43,500 | $0 | $25,356 | $0 | $599,405 | $0 | $0 | $0 |
| JARED SILVERMAN | ||||||||||||||
| HEAD OF TRANSLATIONAL DISCOV | $458,094 | $0 | $0 | $0 | $13,011 | $0 | $43,500 | $0 | $40,868 | $0 | $555,473 | $0 | $0 | $0 |
| PENNY HEATON | ||||||||||||||
| CEO (END 7/2021) | $450,294 | $0 | $0 | $0 | $28,817 | $0 | $43,500 | $0 | $16,046 | $0 | $538,657 | $0 | $0 | $0 |
| CHARLES WELLS | ||||||||||||||
| CLINICAL DEVELOPMENT LEADER | $428,843 | $0 | $0 | $0 | $30,088 | $0 | $43,500 | $0 | $26,101 | $0 | $528,532 | $0 | $0 | $0 |
| MOHAMED BASSYOUNI | ||||||||||||||
| PRODUCT DEVELOPMENT PROGRAM LEADER | $323,485 | $0 | $10,000 | $0 | $113,289 | $0 | $43,500 | $0 | $37,598 | $0 | $527,872 | $0 | $0 | $0 |
| ALEXANDER SCHMIDT | ||||||||||||||
| CLINICAL DEVELOPMENT LEADER | $410,649 | $0 | $0 | $0 | $28,922 | $0 | $43,500 | $0 | $39,209 | $0 | $522,280 | $0 | $0 | $0 |
| TARYN ROGALSKI-SALTER | ||||||||||||||
| HEAD OF GLOBAL REG STRAT (START 5/20 | $405,228 | $0 | $0 | $0 | $37,792 | $0 | $43,500 | $0 | $28,828 | $0 | $515,348 | $0 | $0 | $0 |
| DAVID HOLTZMAN | ||||||||||||||
| CLINICAL DEVELOPMENT LEADER | $290,731 | $0 | $33,500 | $0 | $97,363 | $0 | $43,500 | $0 | $36,623 | $0 | $501,717 | $0 | $0 | $0 |
| SALLY JENNINGS | ||||||||||||||
| SECRETARY | $389,021 | $0 | $382 | $0 | $13,537 | $0 | $43,500 | $0 | $37,946 | $0 | $484,386 | $0 | $0 | $0 |
| YVONNE WOLF END 12021 | ||||||||||||||
| HEAD OF HUMAN RESOURCES | $14,214 | $0 | $0 | $0 | $390,227 | $0 | $2,244 | $0 | $470 | $0 | $407,155 | $0 | $0 | $0 |
| MAHENDRA PATTNI | ||||||||||||||
| TREASURER (START 5/2021) | $220,558 | $0 | $76,500 | $0 | $14,527 | $0 | $43,500 | $0 | $24,044 | $0 | $379,129 | $0 | $0 | $0 |
| MARY THISTLE | ||||||||||||||
| TREASURER (END 5/2021) | $216,571 | $0 | $158 | $0 | $17,755 | $0 | $32,486 | $0 | $25,649 | $0 | $292,619 | $0 | $0 | $0 |
| DINA BERDIEVA | ||||||||||||||
| HEAD OF PRJT MGMT, CLINICAL OPS | $0 | $0 | $0 | $0 | $198,919 | $0 | $0 | $0 | $0 | $0 | $198,919 | $0 | $198,919 | $0 |
| JORG THOMMES | ||||||||||||||
| HEAD OF CHEM, MFG, CONTROL (END 5/20 | $148,802 | $0 | $0 | $0 | $5,254 | $0 | $22,320 | $0 | $14,507 | $0 | $190,883 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE TRAVEL POLICY, APPLICABLE TO ALL EMPLOYEES, ALLOWS FOR FIRST-CLASS AIR TRAVEL ON DOMESTIC RED-EYE FLIGHTS DEPARTING AFTER 9:00 PM THAT EXCEED FIVE HOURS IN DURATION. RELOCATION PACKAGES ARE GENERALLY PROVIDED TO NEW EMPLOYEES WHO RESIDE MORE THAN 50 MILES OUTSIDE OF CAMBRIDGE, MASSACHUSSETTS. THE ORGANIZATION GROSSES UP TAXABLE RELOCATION BENEFITS AND NOMINAL SPOT AWARDS FOR EXEMPLARY PERFORMANCE. |
| PART I, LINE 4A | YVONNE WOLF $380,000 DINA BERDIEVA $198,919 |
| PART I, LINE 7 | ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE HIGH IMPACT BONUSES, ANNUALLY. THESE BONUSES ARE DISCRETIONARY TO BE PAID BASED ON PREDETERMINED FIXED AMOUNTS (BETWEEN $2,500 AND $10,000) AND THE TOTAL AMOUNT PAID IS DETERMINED BASED ON PERFORMANCE AND THE IMPACT ON THE ORGANIZATION. DURING 2021, GATES MEDICAL RESEARCH INSTITUTE PAID OUT HIGH IMPACT BONUSES, INCLUDING TO INDIVIDUALS LISTED ON PART VII, SECTION A. |
| PART VII, SECTION A, LINE 1: | TOTAL ANNUAL COMPENSATION IS REPORTED FOR ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES REGARDLESS OF THE LENGTH OF TIME ACTIVELY SERVING AS A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF GATES MEDICAL RESEARCH INSTITUTE DURING 2021. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CAROLYN AINSLIE, TREVOR MUNDEL, EMILIO EMINI, TONI HOOVER, AND HELENE MADONICK HAVE A BUSINESS RELATIONSHIP AS CURRENT OR FORMER EMPLOYEES OF THE BILL & MELINDA GATES FOUNDATION WHO RECEIVED COMPENSATION DURING THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE IS BILL & MELINDA GATES FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE, HAS THE AUTHORITY TO APPOINT AND REMOVE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE, HAS THE AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, ADOPT A PLAN OF MERGER OR CONSOLIDATION, AUTHORIZE THE SALE, LEASE, OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION, AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION AND ADOPTION OF A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE ORGANIZATION, IN ACCORDANCE WITH THE ORGANIZATION'S ORGANIZATIONAL DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTANT. AFTER PREPARATION, IT IS REVIEWED IN DETAIL BY THE TREASURER OF THE INSTITUTE, AND THE TAX TEAM AND CONTROLLER OF BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE. A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE CONSIDERED "COVERED PERSONS" FOR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND AS SUCH, ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST INVOLVING THE ORGANIZATION. IN ADDITION, ANY TRANSACTIONS BETWEEN THE ORGANIZATION AND ANY OF THESE INDIVIDUALS (OR THEIR FAMILY MEMBERS OR AN AFFILIATED ENTITY) MUST BE DISCLOSED TO THE SECRETARY. IF THE SECRETARY HAS A POTENTIAL CONFLICT OF INTEREST, IT MUST BE DISCLOSED TO THE CHIEF EXECUTIVE OFFICER. THE SECRETARY AND CHIEF EXECUTIVE OFFICER ARE RESPONSIBLE FOR REVIEWING THE ANNUAL CONFLICT OF INTEREST DISCLOSURES AND RESOLVING ANY POTENTIAL CONFLICT OF INTERESTS THAT MAY ARISE. THE COVERED PERSON IS REQUIRED TO REFRAIN FROM USING THEIR PERSONAL INFLUENCE TO ENCOURAGE THE ORGANIZATION TO ENTER INTO THE COVERED TRANSACTION. ADDITIONALLY, THEY MUST NOT PARTICIPATE IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTIONS WITH OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION. IF THE TRANSACTION IS DEEMED TO BE REASONABLE BY THE DISINTERESTED DIRECTORS (IN THE CASE OF A CONFLICT INVOLVING A DIRECTOR OR THE CHIEF EXECUTIVE OFFICER) OR CHIEF EXECUTIVE OFFICER (IN THE CASE OF A CONFLICT INVOLVING ANOTHER OFFICER OR KEY EMPLOYEE), THE ORGANIZATION MAY ENTER INTO THE TRANSACTION, AS LONG AS IT IS FAIR AND REASONABLE TO THE ORGANIZATION. SIMILAR TO THE COVERED PERSONS, ALL EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST CERTIFICATION UPON COMMENCING EMPLOYMENT AND TO UPDATE THE CERTIFICATION ANNUALLY, AND AT ANY TIME THERE IS A CHANGE THAT REQUIRES DISCLOSURE. THE HEAD OF COMPLIANCE & RISK MANAGEMENT IS RESPONSIBLE FOR REVIEWING THE CERTIFICATIONS AND ADMINISTERING AND MAINTAINING THE POLICY. THE POLICY RETAINS THAT IF AN OFFICER, DIRECTOR, OR MEMBER OF SENIOR LEADERSHIP BECOMES AWARE OF A TRANSACTION THAT COULD CAUSE A CONFLICT OF INTEREST, THEY ARE TO IMMEDIATELY DISCLOSE SUCH TO THE SECRETARY OF THE ORGANIZATION. PROCEDURES FOR RESOLVING A COVERED TRANSACTION AFTER DISCLOSURE TO THE SECRETARY REMAIN IN PLACE AS OUTLINED ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF THE BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE USES AN INDEPENDENT REVIEW, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION TO ESTABLISH TOTAL REMUNERATION PACKAGES FOR THE CEO, OFFICERS, AND CERTAIN KEY EMPLOYEES. THE BOARD IS PRESENTED WITH STUDY DATA, REVIEWS IT TO DETERMINE REASONABLENESS, AND THEN APPROVES TOTAL REMUNERATION ACCORDINGLY. ALL SUCH OFFICER AND CERTAIN KEY EMPLOYEE TOTAL REMUNERATION PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD ANNUALLY. THE MOST RECENT COMPENSATION STUDY FOR PURPOSES OF THIS COMPENSATION PERIOD WAS CONDUCTED BY AN INDEPENDENT CONSULTANT IN 2021. COMPARABILITY DATA IS ALSO USED TO ESTABLISH COMPENSATION PACKAGES FOR OTHER EMPLOYEES. COMPENSATION PACKAGES FOR OTHER EMPLOYEES ARE APPROVED BY THE CEO ANNUALLY, BASED ON A COMPENSATION PHILOSOPHY ORIGINALLY APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE'S FINANCIAL STATEMENTS ARE CONSOLIDATED WITH BILL & MELINDA GATES FOUNDATION, AND THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.GATESFOUNDATION.ORG. |
| FORM 990, PART VI, SECTION A, LINE 9: | ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE THAT IS OR WAS AN EMPLOYEE OF THE BILL & MELINDA GATES FOUNDATION CAN BE REACHED AT THE FOLLOWING ADDRESS. FOR 2021, THIS INCLUDES SUSAN DESMOND-HELLMANN, CAROLYN AINSLIE, TREVOR MUNDEL, EMILIO EMINI, HELENE MADONICK, AND TONI HOOVER: P.O. BOX 23350 SEATTLE, WA 98102 |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 20,283,766. MANAGEMENT AND GENERAL EXPENSES 430,458. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,714,224. SCIENTIFIC CONSULTING AND TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 34,687,175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,687,175. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. OPERATIONAL ASSISTANCE: PROGRAM SERVICE EXPENSES 66,725. MANAGEMENT AND GENERAL EXPENSES 2,571,621. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,638,346. |
| FORM 990, PART XI, LINE 9: | CONTRIBUTION ADJUSTMENT 15,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BILL & MELINDA GATES FOUNDATION (BMGF) | |||||||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | 562618866 | GRANTMAKING FOUNDATION | WA | 501(C)(3) | PF | N/A | 0 | |
| GATES PHILANTHROPY PARTNERS | |||||||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | 473290897 | GRANTMAKING PUBLIC CHARITY | WA | 501(C)(3) | 7 | Yes (1) | BILL & MELINDA GATES FOUNDATION (BMGF) | |
| BILL & MELINDA GATES FOUNDATION TRUST (BMGFT) | |||||||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | 911663695 | GRANTMAKING FOUNDATION | WA | 501(C)(3) | PF | N/A | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACCELERATOR GPS SIDE CAR FUND LP | ||||||||||
| PO BOX 13329 | RESEARCH TRIANGLE PARK | NC | 27709 | 814667411 | PROGRAM RELATED INVESTMENT OF BMGF | DE | N/A | 0 | 0 | |
| GREENBRIAR AS HOLDINGS LP | ||||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 981208908 | INVESTMENT OF BMGFT | N/A | 0 | 0 | CJ | |
| GREENBRIAR EQUITY FUND III AIV MM NV LP | ||||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 811112433 | INVESTMENT OF BMGFT | DE | N/A | 0 | 0 | |
| GREENBRIAR EQUITY FUND III AIV NV LP | ||||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 981208417 | INVESTMENT OF BMGFT | N/A | 0 | 0 | CJ | |
| GREENBRIAR EQUITY FUND III AIV SK NV LP | ||||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 473805287 | INVESTMENT OF BMGFT | DE | N/A | 0 | 0 | |
| GREENBRIAR EQUITY FUND III-A AIV WFCI LP | ||||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 981219020 | INVESTMENT OF BMGFT | N/A | 0 | 0 | CJ | |
| GREENBRIAR EQUITY FUND III-A LP | ||||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 461543216 | INVESTMENT OF BMGFT | DE | N/A | 0 | 0 | |
| THE GLOBAL GOOD FUND I LLC | ||||||||||
| 3150 139TH AVE SE | BELLEVUE | WA | 98005 | 272796838 | INVESTMENT OF BMGFT | DE | N/A | 0 | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN AGRICULTURAL CAPITAL FUND LLC | ||||||||||||
| 6TH FLOOR TOWER A 1 CYBERCITY | EBENE | MP | 981017696 | PROGRAM RELATED INVESTMENT OF BMGF | MP | N/A | C | Yes (1) | ||||
| GREENBRIAR AS LP | ||||||||||||
| 981208754 | INVESTMENT OF BMGFT | CJ | N/A | C | 0 | 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | |||
| CHROMIUM FUND LP | ||||||||||||
| 871458828 | INVESTMENT OF BMGFT | CJ | N/A | C | 0 | 712 FIFTH AVE SUITE 17F | NEW YORK | NY | 10019 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATES PHILANTHROPY PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $2,827,278 | InvolvedAmt |
| Method Of Amount Determination | CASH GRANT FOR COVID-19 RESPONSE | MethodOfAmountDeterminationTxt |