GATES PHILANTHROPY PARTNERS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GATES PHILANTHROPY PARTNERS (EIN 47-3290897)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349300511
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T07:16:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 925 FOURTH AVENUE SUITE 3300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473290897 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATES PHILANTHROPY PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 2067093100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23350 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ROSEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2067093100 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLENE G COX | PreparerPersonNm |
| PTIN | P00235481 | PTIN |
| Phone | 2067167000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 16:16:17 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AD9EF87A0E7635B8B5E2BF77BDE0E9C434758E60 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD9EF87A0E7635B8B5E2BF77BDE0E9C434758E60 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT ROSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23350 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,534,093 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GATESFOUNDATION.ORG/PHILANTHROPYPARTNERS | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | GRANTMAKING & CHARITABLEACTIVITIES TO PROMOTE GLOBAL DEVELOPMENT, GLOBAL HEALTH & EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,469,535 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,424,174 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,550 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,473,085 | PYTotalRevenueAmt |
| CY Total Revenue | $23,534,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,090,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,508,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $203,158 | PYOtherExpensesAmt |
| CY Other Expenses | $515,676 | CYOtherExpensesAmt |
| PY Total Expenses | $1,293,158 | PYTotalExpensesAmt |
| CY Total Expenses | $20,023,676 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,179,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,510,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,250,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,777,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,250,064 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,760,481 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF GATES PHILANTHROPY PARTNERS IS TO WORK IN PARTNERSHIP WITH THE BILL & MELINDA GATES FOUNDATION AND OTHER PHILANTHROPISTS TO PROMOTE GLOBAL DEVELOPMENT, GLOBAL HEALTH, AND U.S. EDUCATION THROUGH GRANTMAKING AND THE DIRECT CONDUCT OF CHARITABLE ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,988,231 | ExpenseAmt |
| Grant | $19,508,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE PRIMARY PROGRAM ACTIVITY OF GATES PHILANTHROPY PARTNERS ("GPP") ISGRANTMAKING TO OTHER ORGANIZATIONS IN A MANNER THAT IS ALIGNED WITH ITSSOLE MEMBER, BILL & MELINDA GATES FOUNDATION ("BMGF"). GPP LEVERAGESTHE DEEP PROGRAMMATIC EXPERTISE AND ADMINISTRATIVE INFRASTRUCTURE OFBMGF TO DEPLOY DONOR CONTRIBUTIONS IN A MANNER THAT ACHIEVES CHARITABLEIMPACT. GPP FOCUSES ON TACKLING CRITICAL PROBLEMS IN GLOBALDEVELOPMENT, GLOBAL HEALTH AND U.S. EDUCATION. SPECIFIC INITIATIVESFOCUS ON HELPING THE WORLD'S POOREST PEOPLE LIFT THEMSELVES OUT OFHUNGER AND POVERTY, HARNESSING ADVANCES IN SCIENCE AND TECHNOLOGY TOSAVE LIVES IN DEVELOPING COUNTRIES, AND IMPROVING POSTSECONDARYEDUCATION IN THE U.S. GPP'S APPROACH TO GRANTMAKING EMPHASIZESCOLLABORATION, INNOVATION, RISK-TAKING, AND, MOST IMPORTANTLY, RESULTS. | Desc |
| Total Program Service Expenses | $19,988,231 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | 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 (6 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 |
|---|---|---|---|---|---|---|---|
| SUSAN DESMOND-HELLMANN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $1,424,916 | $64,862 | |
| MARK SUZMAN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $917,651 | $77,811 | |
| CONNIE COLLINGSWORTH | |||||||
| DIRECTOR & SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $677,707 | $76,979 | Yes (X) |
| JIM BROMLEY | |||||||
| TREASURER (END 5/21/2018) | 1.00 | 40.00 | $0 | $254,464 | $53,857 | Yes (X) | |
| GREG FERRANTE | |||||||
| TREASURER (START 5/22/2018) | 1.00 | 40.00 | $0 | $201,133 | $45,793 | Yes (X) | |
| ROBERT ROSEN | |||||||
| EXECUTIVE DIRECTOR | 3.00 | 40.00 | $0 | $331,793 | $74,571 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,807,664 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $393,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PILOT LAB LLC | |||||
| 1201 10TH AVE SUITE C | SEATTLE | WA | 98122 | CONTENT AND CREATIVE SERVICES | $250,867 |
| GENEVA GLOBAL INC | |||||
| 1536 EAST LANCASTER AVE | PAOLI | PA | 19301 | STRATEGY EXECUTION | $200,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $496,358 | RelatedOrganizationsAmt |
| All Other Contributions | $22,927,816 | AllOtherContributionsAmt |
| Total Contributions | $23,424,174 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,919 | TotalRevenueColumnAmt |
| Exclusion | $109,919 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,534,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $109,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,000 | TotalAmt |
| Program Services | $250,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,258,000 | TotalAmt |
| Program Services | $19,258,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,122 | TotalAmt |
| Management And General | $12,122 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,770 | TotalAmt |
| Management And General | $17,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,834 | TotalAmt |
| Program Services | $219,834 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,682 | TotalAmt |
| Program Services | $54,682 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,463 | TotalAmt |
| Management And General | $5,463 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,715 | TotalAmt |
| Program Services | $205,715 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND FEES | Desc |
| Total | $90 | TotalAmt |
| Management And General | $90 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,023,676 | TotalAmt |
| Program Services | $19,988,231 | ProgramServicesAmt |
| Management And General | $35,445 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,899,752 | BOYAmt |
| EOY | $1,725,195 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,312 | BOYAmt |
| EOY | $5,052,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250,064 | BOYAmt |
| EOY | $6,777,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,064 | BOYAmt |
| EOY | $808,095 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,000 | BOYAmt |
| EOY | $5,952,386 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250,064 | BOYAmt |
| EOY | $6,760,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250,064 | BOYAmt |
| EOY | $6,777,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,510,417 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,588,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,469,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,424,174 | CurrentTaxYearAmt |
| Total | $31,482,359 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,588,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,469,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,424,174 | CurrentTaxYearAmt |
| Total | $31,482,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,828,369 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,653,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,919 | CurrentTaxYearAmt |
| Total | $113,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,595,828 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,023,676 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,023,676 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $325,926 | CurrentYearMinus2Amt |
| Current Year Minus1 | $204,316 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,530,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,295,363 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $81,482 | CurrentYearMinus2Amt |
| Current Year Minus1 | $51,079 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $382,561 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $573,842 | GrassrootsCeilingAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION | GRANTMAKING | $15,000,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION | GRANTMAKING | $4,258,000 |
| 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 | $19,258,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,258,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| SUB-SAHARAN AFRICA | NEGLECTED TROPICAL DISEASES | $500,000 | ELECTRONIC FUND TRANSFER |
| SUB-SAHARAN AFRICA | POLIO ERADICATION | $500,000 | ELECTRONIC FUND TRANSFER |
| SUB-SAHARAN AFRICA | FAMILY PLANNING | $962,000 | ELECTRONIC FUND TRANSFER |
| SUB-SAHARAN AFRICA | FAMILY PLANNING | $1,000,000 | ELECTRONIC FUND TRANSFER |
| SUB-SAHARAN AFRICA | NEGLECTED TROPICAL DISEASES | $300,000 | ELECTRONIC FUND TRANSFER |
| SUB-SAHARAN AFRICA | FAMILY PLANNING | $996,000 | ELECTRONIC FUND TRANSFER |
| SOUTH ASIA | PUBLIC HEALTH | $15,000,000 | ELECTRONIC FUND TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GATES PHILANTHROPY PARTNERS LEVERAGES THE PROCESS AND EXPERTISE OF BILL & MELINDA GATES FOUNDATION FOR SOLICITING AND REVIEWING GRANT PROPOSALS. BEFORE ANY GRANTS ARE MADE, GATES PHILANTHROPY PARTNERS MAKES INQUIRIES ABOUT THE PURPOSE AND ACTIVITIES OF THE RECIPIENT ORGANIZATION TO EVALUATE THE GRANTEE'S PLANNED USES, PROGRAMS, FINANCIAL SYSTEMS, AND LEADERSHIP. IN SOME INSTANCES, SITE VISITS ARE CONDUCTED AS WELL. GRANTEES SIGN WRITTEN AGREEMENTS THAT SPECIFY THE GRANT PURPOSE, TIMING OF PERIODIC REPORTS, AND REQUIRE A FINAL WRITTEN REPORTING AND ACCOUNTING FOR HOW THE GRANT FUNDS WERE SPENT. GATES PHILANTHOPY PARTNERS HAS THE AUTHORITY TO WITHHOLD AND/OR RECOVER ANY GRANT FUNDS THAT ARE, OR APPEAR TO BE, MISUSED. FROM TIME TO TIME, SPOT AUDITS ARE CONDUCTED ON SELECTED GRANTEES TO MONITOR WHETHER THE GRANTEES ARE COMPLYING WITH THE TERMS OF THEIR GRANT AGREEMENTS. ADDITIONALLY, OUTSIDE EXPERTS ARE PERIODICALLY ENGAGED TO PERFORM EVALUATION OF SELECTED GRANTEES TO ENSURE THE FUNDS ARE BEING USED FOR THE PURPOSES OF THE GRANT. PART I, LINE 3: GRANTS ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING PART II, LINE 1(A): THE $15,000,000 PUBLIC HEALTH GRANT BENEFITTED VARIOUS REGIONS AROUND THE WORLD. THE SOUTH ASIA REGION RECEIVED A MAJORITY OF THE BENEFIT, FOLLOWED BY THE REGIONS OF EAST ASIA AND THE PACIFIC AND SUB-SAHARAN AFRICA. THIS GRANT IS EXPECTED TO HAVE A GLOBAL IMPACT IN FUTURE YEARS. PART II, LINE 1: GRANTS ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING SCHEDULE F, PART IV, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 WEST 120TH AVENUE SUITE 450 | AddressLine1Txt |
| City | BROOMFIELD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 050620063 | RecipientEIN |
| IRC Section | 4942(J)(3) | IRCSectionDesc |
| Cash Grant | $250,000 | CashGrantAmt |
| Purpose Of Grant | CHARTER SCHOOL GROWTH FUND | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GATES PHILANTHROPY PARTNERS LEVERAGES THE PROCESS AND EXPERTISE OF BILL & MELINDA GATES FOUNDATION FOR SOLICITING AND REVIEWING GRANT PROPOSALS. BEFORE ANY GRANTS ARE MADE, GATES PHILANTHROPY PARTNERS MAKES INQUIRIES ABOUT THE PURPOSE AND ACTIVITIES OF THE RECIPIENT ORGANIZATION TO EVALUATE THE GRANTEE'S PLANNED USES, PROGRAMS, FINANCIAL SYSTEMS, AND LEADERSHIP. IN SOME INSTANCES, SITE VISITS ARE CONDUCTED AS WELL. GRANTEES SIGN WRITTEN AGREEMENTS THAT SPECIFY THE GRANT PURPOSE, TIMING OF PERIODIC REPORTS, AND REQUIRE A FINAL WRITTEN REPORTING AND ACCOUNTING FOR HOW THE GRANT FUNDS WERE SPENT. GATES PHILANTHOPY PARTNERS HAS THE AUTHORITY TO WITHHOLD AND/OR RECOVER ANY GRANT FUNDS THAT ARE, OR APPEAR TO BE, MISUSED. FROM TIME TO TIME, SPOT AUDITS ARE CONDUCTED ON SELECTED GRANTEES TO MONITOR WHETHER THE GRANTEES ARE COMPLYING WITH THE TERMS OF THEIR GRANT AGREEMENTS. ADDITIONALLY, OUTSIDE EXPERTS ARE PERIODICALLY ENGAGED TO PERFORM EVALUATION OF SELECTED GRANTEES TO ENSURE THE FUNDS ARE BEING USED FOR THE PURPOSES OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN DESMOND-HELLMANN | ||||||||||||||
| DIRECTOR | $0 | $1,167,912 | $0 | $132,188 | $0 | $124,816 | $0 | $41,250 | $0 | $23,612 | $0 | $1,489,778 | $0 | $0 |
| MARK SUZMAN | ||||||||||||||
| DIRECTOR | $0 | $862,200 | $0 | $20,000 | $0 | $35,451 | $0 | $41,250 | $0 | $36,561 | $0 | $995,462 | $0 | $0 |
| CONNIE COLLINGSWORTH | ||||||||||||||
| DIRECTOR & SECRETARY | $0 | $617,050 | $0 | $20,000 | $0 | $40,657 | $0 | $41,250 | $0 | $35,729 | $0 | $754,686 | $0 | $0 |
| JIM BROMLEY | ||||||||||||||
| TREASURER (END 5/21/2018) | $0 | $231,917 | $0 | $0 | $0 | $22,547 | $0 | $37,563 | $0 | $16,294 | $0 | $308,321 | $0 | $0 |
| GREG FERRANTE | ||||||||||||||
| TREASURER (START 5/22/2018) | $0 | $188,149 | $0 | $0 | $0 | $12,984 | $0 | $25,202 | $0 | $20,591 | $0 | $246,926 | $0 | $0 |
| ROBERT ROSEN | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $327,413 | $0 | $0 | $0 | $4,380 | $0 | $41,250 | $0 | $33,321 | $0 | $406,364 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE TOP MANAGEMENT OFFICIAL IS UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON BILL & MELINDA GATES FOUNDATION, ITS SOLE MEMBER, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SUSAN DESMOND-HELLMANN, MARK SUZMAN, CONNIE COLLINGSWORTH, GREG FERRANTE, AND ROBERT ROSEN HAVE A BUSINESS RELATIONSHIP AS EMPLOYEES OF THE BILL & MELINDA GATES FOUNDATION. JIM BROMLEY, FORMER OFFICER, HAD A BUSINESS RELATIONSHIP AS AN EMPLOYEE OF THE BILL & MELINDA GATES FOUNDATION DURING THE 2018 TAX YEAR. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF GATES PHILANTHROPY PARTNERS IS BILL & MELINDA GATES FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF GATES PHILANTHROPY PARTNERS, HAS THE AUTHORITY TO APPOINT AND REMOVE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF GATES PHILANTHROPY PARTNERS, 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. |
| 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 GATES PHILANTHROPY PARTNERS, AND THE TAX TEAM AND CONTROLLER OF BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF GATES PHILANTHROPY PARTNERS. A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF GATES PHILANTHROPY PARTNERS 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 ANNUALLY 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 EXECUTIVE DIRECTOR. THE SECRETARY AND EXECUTIVE DIRECTOR 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 HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE ORGANIZATION TO ENTER INTO THE COVERED TRANSACTION. ADDITIONALLY, HE OR SHE 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 EXECUTIVE DIRECTOR) OR EXECUTIVE DIRECTOR (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. |
| FORM 990, PART VI, SECTION B, LINE 15 | GATES PHILANTHROPY PARTNERS DID NOT COMPENSATE ITS EXECUTIVE DIRECTOR OR OTHER OFFICERS. THE ORGANIZATION HAD NO EMPLOYEES AND THE OFFICERS WERE COMPENSATED BY BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF GATES PHILANTHROPY PARTNERS. BILL & MELINDA GATES FOUNDATION HAS A PROCESS TO DETERMINE COMPENSATION WHICH INCLUDES APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. GATES PHILANTHROPY PARTNERS' FINANCIAL STATEMENTS ARE CONSOLIDATED WITH BILL & MELINDA GATES FOUNDATION, AND THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.GATESFOUNDATION.ORG. |
| FORM 990, PART IX, LINE 11G | STRATEGY EXECUTION EXPENSES: PROGRAM SERVICE EXPENSES 219,834. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,834. |
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 | |
| BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE | |||||||||||
| 245 MAIN STREET | CAMBRIDGE | MA | 02142 | 821808476 | MEDICAL RESEARCH | WA | 501(C)(3) | LINE 4 | Yes (1) | BILL & MELINDA GATES FOUNDATION | |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | 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 | |
| GREENBRIAR AS HOLDINGS LP | ||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 981208908 | INVESTMENT OF BMGFT | N/A | CJ | |
| GREENBRIAR COINVESTMENT - TP LP | ||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 463257147 | INVESTMENT OF BMGFT | DE | N/A | |
| GREENBRIAR EQUITY FUND II-A LP | ||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 260438001 | INVESTMENT OF BMGFT | DE | N/A | |
| 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 | |
| GREENBRIAR EQUITY FUND III AIV NV LP | ||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 981208417 | INVESTMENT OF BMGFT | N/A | 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 | |
| GREENBRIAR EQUITY FUND III-A AIV WFCI LP | ||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 981219020 | INVESTMENT OF BMGFT | N/A | CJ | |
| GREENBRIAR EQUITY FUND III-A LP | ||||||||
| 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | 461543216 | INVESTMENT OF BMGFT | DE | N/A | |
| THE GLOBAL GOOD FUND I LLC | ||||||||
| 3150 139TH AVE SE | BELLEVUE | WA | 98005 | 272796838 | INVESTMENT OF BMGFT | DE | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN AGRICULTURAL CAPITAL FUND LLC | ||||||||||||||
| 6TH FLOOR TOWER A | CYBERCITY | EBENE | MP | 981017696 | PROGRAM RELATED INVESTMENT OF BMGF | MP | N/A | C | Yes (1) | |||||
| JOINT FUND SPV 1 LLC | ||||||||||||||
| PO BOX 10008 WILLOW HOUSE | CRICKET SQUARE | GRAND CAYMAN | CJ | 981434108 | PROGRAM RELATED INVESTMENT OF BMGF | CJ | N/A | C | Yes (1) | KYI-1001 | ||||
| JOINT FUND SPV 2 LLC | ||||||||||||||
| PO BOX 10008 WILLOW HOUSE | CRICKET SQUARE | GRAND CAYMAN | CJ | 981434482 | PROGRAM RELATED INVESTMENT OF BMGF | CJ | N/A | C | Yes (1) | KYI-1001 | ||||
| GREENBRIAR AS LP | ||||||||||||||
| 981208754 | INVESTMENT OF BMGFT | CJ | N/A | C | 0 | 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | |||||
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
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