2019-11-07T07:16:19-06:00 2018-12-31 861065772 DELOITTE TAX LLP 925 FOURTH AVENUE SUITE 3300 SEATTLE WA 981041126 990 2018-01-01 473290897 GATES PHILANTHROPY PARTNERS GATE 2067093100 PO BOX 23350 SEATTLE WA 98102 ROBERT ROSEN EXECUTIVE DIRECTOR 2067093100 2019-11-06 1 JOLENE G COX P00235481 2067167000 167.219.0.140 2019-11-06 16:16:17 PS P AD9EF87A0E7635B8B5E2BF77BDE0E9C434758E60 AD9EF87A0E7635B8B5E2BF77BDE0E9C434758E60 2018 2020-03-31 21:24:44Z ROBERT ROSEN PO BOX 23350 SEATTLE WA 98102 23534093 0 X WWW.GATESFOUNDATION.ORG/PHILANTHROPYPARTNERS X 2015 WA GRANTMAKING & CHARITABLEACTIVITIES TO PROMOTE GLOBAL DEVELOPMENT, GLOBAL HEALTH & EDUCATION 3 0 0 0 0 0 4469535 23424174 0 0 3550 109919 0 0 4473085 23534093 1090000 19508000 0 0 0 0 0 0 0 203158 515676 1293158 20023676 3179927 3510417 3250064 6777581 0 17100 3250064 6760481 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. 0 0 19988231 19508000 0 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. 19988231 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CO FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OH OR PA RI SC TN UT VA WA WI WV X X JENNIFER DEGER 2067093100 500 FIFTH AVENUE N SEATTLE WA 98109 SUSAN DESMOND-HELLMANN DIRECTOR 1.00 40.00 X 0 1424916 64862 MARK SUZMAN DIRECTOR 1.00 40.00 X 0 917651 77811 CONNIE COLLINGSWORTH DIRECTOR & SECRETARY 1.00 40.00 X X 0 677707 76979 JIM BROMLEY TREASURER (END 5/21/2018) 1.00 40.00 X 0 254464 53857 GREG FERRANTE TREASURER (START 5/22/2018) 1.00 40.00 X 0 201133 45793 ROBERT ROSEN EXECUTIVE DIRECTOR 3.00 40.00 X 0 331793 74571 0 3807664 393873 0 0 1 0 PILOT LAB LLC 1201 10TH AVE SUITE C SEATTLE WA 98122 CONTENT AND CREATIVE SERVICES 250867 GENEVA GLOBAL INC 1536 EAST LANCASTER AVE PAOLI PA 19301 STRATEGY EXECUTION 200484 2 496358 22927816 23424174 109919 109919 23534093 0 0 109919 X 250000 250000 19258000 19258000 12122 12122 17770 17770 219834 219834 54682 54682 5463 5463 205715 205715 DUES AND FEES 90 90 20023676 19988231 35445 0 2899752 1725195 350312 5052386 3250064 6777581 0 17100 0 17100 X 1258064 808095 1992000 5952386 3250064 6760481 3250064 6777581 3510417 0 X 0 1 X 1 0 X 0 3588650 4469535 23424174 31482359 0 3588650 4469535 23424174 31482359 15828369 15653990 0 0 3550 109919 113469 31595828 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 20023676 20023676 1000000 250000 0 0 0 325926 204316 1000000 1530242 2295363 0 0 0 0 0 81482 51079 250000 382561 573842 1 SOUTH ASIA 0 0 GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION GRANTMAKING 15000000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION GRANTMAKING 4258000 0 0 0 0 0 0 19258000 0 19258000 SUB-SAHARAN AFRICA NEGLECTED TROPICAL DISEASES 500000 ELECTRONIC FUND TRANSFER SUB-SAHARAN AFRICA POLIO ERADICATION 500000 ELECTRONIC FUND TRANSFER SUB-SAHARAN AFRICA FAMILY PLANNING 962000 ELECTRONIC FUND TRANSFER SUB-SAHARAN AFRICA FAMILY PLANNING 1000000 ELECTRONIC FUND TRANSFER SUB-SAHARAN AFRICA NEGLECTED TROPICAL DISEASES 300000 ELECTRONIC FUND TRANSFER SUB-SAHARAN AFRICA FAMILY PLANNING 996000 ELECTRONIC FUND TRANSFER SOUTH ASIA PUBLIC HEALTH 15000000 ELECTRONIC FUND TRANSFER 6 1 1 0 0 0 0 0 PART 1, LINE 2: 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. 1 CHARTER FUND INC 10901 WEST 120TH AVENUE SUITE 450 BROOMFIELD CO 80021 050620063 4942(J)(3) 250000 CHARTER SCHOOL GROWTH FUND 1 0 PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 SUSAN DESMOND-HELLMANN DIRECTOR 0 1167912 0 132188 0 124816 0 41250 0 23612 0 1489778 0 0 MARK SUZMAN DIRECTOR 0 862200 0 20000 0 35451 0 41250 0 36561 0 995462 0 0 CONNIE COLLINGSWORTH DIRECTOR & SECRETARY 0 617050 0 20000 0 40657 0 41250 0 35729 0 754686 0 0 JIM BROMLEY TREASURER (END 5/21/2018) 0 231917 0 0 0 22547 0 37563 0 16294 0 308321 0 0 GREG FERRANTE TREASURER (START 5/22/2018) 0 188149 0 0 0 12984 0 25202 0 20591 0 246926 0 0 ROBERT ROSEN EXECUTIVE DIRECTOR 0 327413 0 0 0 4380 0 41250 0 33321 0 406364 0 0 PART I, LINE 3: 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. 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. 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 BILL & MELINDA GATES FOUNDATION 1 BILL & MELINDA GATES FOUNDATION TRUST (BMGFT) PO BOX 23350 SEATTLE WA 98102 911663695 GRANTMAKING FOUNDATION WA 501(C)(3) PF N/A 0 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 CJ N/A 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 CJ N/A 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 CJ N/A 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 AFRICAN AGRICULTURAL CAPITAL FUND LLC 6TH FLOOR TOWER A CYBERCITY EBENE MP 981017696 PROGRAM RELATED INVESTMENT OF BMGF MP N/A C 1 JOINT FUND SPV 1 LLC PO BOX 10008 WILLOW HOUSE CRICKET SQUARE GRAND CAYMAN CJ KYI-1001 981434108 PROGRAM RELATED INVESTMENT OF BMGF CJ N/A C 1 JOINT FUND SPV 2 LLC PO BOX 10008 WILLOW HOUSE CRICKET SQUARE GRAND CAYMAN CJ KYI-1001 981434482 PROGRAM RELATED INVESTMENT OF BMGF CJ N/A C 1 GREENBRIAR AS LP 555 THEODORE FREMD AVE STE A-201 RYE NY 10580 981208754 INVESTMENT OF BMGFT CJ N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0