2024-11-12T11:19:41-06:00 2023-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2023-01-01 473290897 GATES PHILANTHROPY PARTNERS GATE 2067093100 PO BOX 23350 SEATTLE WA 98102 JENNIFER DEGER TREASURER 2067093100 2024-11-08 1 0 ANNE FULTON P00941863 6123974000 2023 2024-10-15 13:58:12Z JENNIFER DEGER PO BOX 23350 SEATTLE WA 98102 132373771 0 X WWW.GATESPHILANTHROPYPARTNERS.ORG X 2015 WA GRANTMAKING & CHARITABLE ACTIVITIES TO PROMOTE GLOBAL DEVELOPMENT, GLOBAL HEALTH & EDUCATION 4 0 0 0 0 0 15564668 132346638 0 0 31118 27133 590 0 15596376 132373771 31426988 40929884 0 0 0 0 0 0 0 495296 712917 31922284 41642801 -16325908 90730970 22461718 116246113 150368 850813 22311350 115395300 X THE MISSION OF GATES PHILANTHROPY PARTNERS IS TO WORK IN PARTNERSHIP WITH THE BILL & MELINDA GATES FOUNDATION AND PHILANTHROPISTS TO PROMOTE GLOBAL DEVELOPMENT, GLOBAL HEALTH, AND U.S. EDUCATION THROUGH GRANTMAKING AND THE DIRECT CONDUCT OF CHARITABLE ACTIVITIES. 0 0 28346057 28346057 GLOBAL DEVELOPMENT: EXPANDING ACCESS TO CRITICAL HEALTH COVERAGE AND ACCELERATING THE DELIVERY OF HIGH-IMPACT HEALTH PRODUCTS AND SERVICES TO COMMUNITIES THAT NEED IT MOST. THIS INCLUDES OUR SUPPORT FOR GLOBAL POLIO ERADICATION EFFORTS, WHICH AIM TO END POLIO ONCE AND FOR ALL. 10483333 10483333 GLOBAL HEALTH: ADDRESSING INEQUITIES IN HEALTH BY DEVELOPING NEW TOOLS AND STRATEGIES TO REDUCE THE BURDEN OF INFECTIOUS DISEASES, LIKE HIV AND TUBERCULOSIS, AND THE LEADING CAUSES OF CHILD MORTALITY IN DEVELOPING COUNTRIES. 2657417 2100493 GATES PHILANTHROPY PARTNERS (GPP) LEVERAGES THE DEEP PROGRAMMATIC EXPERTISE AND ADMINISTRATIVE INFRASTRUCTURE OF ITS SOLE MEMBER, BILL & MELINDA GATES FOUNDATION (THE FOUNDATION), TO DEPLOY DONOR CONTRIBUTIONS TO SUPPORT STRONG, EXISTING FOUNDATION-FUNDED PROJECTS WHERE ADDITIONAL FUNDS CAN ACHIEVE IMMEDIATE IMPACT. GPP PROJECTS FOCUS ON CORE THEMES OF THE FOUNDATION, SUCH AS ELIMINATING DISEASES, CUTTING CHILDHOOD DEATHS IN HALF, ACCELERATING PROGRESS FOR WOMEN AND GIRLS, AND FURTHERING INNOVATION IN US EDUCATION. BY LEVERAGING THE FOUNDATION'S PROGRAM AND FINANCIAL EXPERTISE, GPP CAN EVALUATE PROJECT OUTCOMES, ANALYZE IMPACT, AND MEASURE PROGRESS IN AN EFFORT TO END INEQUITY AND IMPROVE THE LIVES OF THE WORLD'S POOREST PEOPLE. GPP'S APPROACH TO GRANTMAKING EMPHASIZES COLLABORATION, INNOVATION, EVALUATION, AND, MOST IMPORTANTLY, RESULTS. 2657417 2100493 41486807 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 4 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN VA WA WI WV X X JENNIFER DEGER 2067093100 500 FIFTH AVENUE NORTH SEATTLE WA 98109 ALLAN GOLSTON BOARD CHAIR (START 5/23) & DIRECTOR 1.00 40.00 X 0 982785 78876 GARGEE GHOSH DIRECTOR (START 5/23) 1.00 40.00 X 0 823973 90974 CONNIE COLLINGSWORTH DIRECTOR & BOARD CHAIR (END 4/23) 1.00 40.00 X 0 745129 78421 ROBERT ROSEN EXECUTIVE DIRECTOR 3.00 40.00 X X 0 403173 89272 LISA JOHNSEN SECRETARY (END 3/23) & DIRECTOR 1.00 40.00 X X 0 86641 19403 KEITH MATTHEWS SECRETARY (START 5/23) 1.00 40.00 X 0 489009 90854 JENNIFER DEGER TREASURER (START 5/23) 1.00 40.00 X 0 410690 65242 JONATHAN CASTRODALE TREASURER (END 5/23) 1.00 40.00 X 0 368769 91939 0 4310169 604981 0 0 1 0 SUMMERY INC 2269 CHESTNUT STREET SUITE 129 SAN FRANCISCO CA 94123 TECH.,PROCESS & INT. STRAT. 150300 GENEVA GLOBAL INC 1536 EAST LANCASTER AVE PAOLI PA 19301 STRATEGY EXECUTION 144185 NEWTON STREET PUBLIC RELATIONS LLC 162 NEWTON STREET SEATTLE WA 98109 STRATEGY EXECUTION 139425 3 668655 131677983 132346638 27133 27133 132373771 0 0 27133 18146546 18146546 22783338 22783338 24464 24464 23212 23212 441013 375223 65790 13221 13221 181700 181700 DONATION PROCESSING FEE 29147 29147 DUES AND FEES 92 92 CURRENCY CONVERSION - L 68 68 41642801 41486807 155994 0 22461718 26970690 89275423 22461718 116246113 368 813 150000 850000 150368 850813 X 2447674 1371020 19863676 114024280 22311350 115395300 22461718 116246113 X 90730970 2352980 X 0 1 X 1 0 X 19430743 170518845 30131382 15564668 132346638 367992276 19430743 170518845 30131382 15564668 132346638 367992276 192195442 175796834 72630 11540 24165 31118 27133 166586 590 590 368159452 0.47750 0.54690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41642801 41642801 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING GRANTMAKING 250000 SOUTH AMERICA 0 0 GRANTMAKING GRANTMAKING 100000 SOUTH ASIA 0 0 GRANTMAKING GRANTMAKING 11550005 SUB-SAHARAN AFRICA 0 0 GRANTMAKING GRANTMAKING 10883333 0 0 0 0 0 0 22783338 0 22783338 EAST ASIA AND THE PACIFIC TOBACCO CONTROL 250000 ELECTRONIC FUND/WIRE TRANSFER 0 SOUTH AMERICA DISCOVERY AND TRANSLATIONAL SCIENCES 100000 ELECTRONIC FUND/WIRE TRANSFER 0 SOUTH ASIA EMERGENCY RESPONSE 350000 ELECTRONIC FUND/WIRE TRANSFER 0 SOUTH ASIA PUBLIC AWARENESS AND ANALYSIS 11200005 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA TOBACCO CONTROL 200000 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA RESEARCH AND LEARNING OPPORTUNITIES 501231 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA GLOBAL HEALTH AND DEVELOPMENT PUBLIC AWARENESS AND ANALYSIS 3200000 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA RESEARCH AND LEARNING OPPORTUNITIES 665535 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA RESEARCH AND LEARNING OPPORTUNITIES 666567 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA GLOBAL HEALTH AND DEVELOPMENT PUBLIC AWARENESS AND ANALYSIS 3000000 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA TOBACCO CONTROL 50000 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA TUBERCULOSIS 1000000 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA AGRICULTURAL DEVELOPMENT 750000 ELECTRONIC FUND/WIRE TRANSFER 0 SUB-SAHARAN AFRICA GLOBAL HEALTH AND DEVELOPMENT PUBLIC AWARENESS AND ANALYSIS; NEGLECTED TROPICAL DISEASES 850000 ELECTRONIC FUND/WIRE TRANSFER 0 7 5 1 0 0 0 0 0 PART I, LINE 2: GATES PHILANTHROPY PARTNERS LEVERAGES THE PROCESS AND EXPERTISE OF BILL & MELINDA GATES FOUNDATION FOR SOLICITING, ANALYZING, AND REVIEWING GRANT PROPOSALS. GRANTEES SIGN WRITTEN AGREEMENTS THAT SPECIFY THE GRANT PURPOSE, TIMING OF PERIODIC REPORTS, AND REQUIRE A FINAL REPORT THAT ACCOUNTS FOR HOW 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 II, LINE 1(A): MULTIPLE GRANTS BENEFITTED MORE THAN ONE REGION AROUND THE WORLD. FOR PURPOSES OF 990 REPORTING, THE REGION LISTED IS THE REGION THAT RECEIVED A MAJORITY OF THE BENEFIT. THESE GRANTS ARE EXPECTED TO HAVE A GLOBAL IMPACT IN FUTURE YEARS. PART I, LINE 3: GRANTS ARE REPORTED ON 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 CODE FOR AMERICA LABS INC 972 MISSION ST 5TH FLOOR SAN FRANCISCO CA 94103 271067272 501(C)(3) 350493 0 U.S. ECONOMIC MOBILITY & OPPORTUNITY COLERIDGE INITIATIVE INCORPORATED 4511 DALTON ROAD CHEVY CHASE MD 20815 830963735 501(C)(3) 500000 0 POSTSECONDARY EDUCATION; RESEARCH AND LEARNING OPPORTUNITIES; U.S. ECONOMIC MOBILITY & OPPORTUNITY END FUND INC 2 PARK AVENUE FLOOR 28 NEW YORK NY 10016 273941186 501(C)(3) 500000 0 NEGLECTED TROPICAL DISEASES UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 16796052 0 PUBLIC AWARENESS AND ANALYSIS 4 PART I, LINE 2: GATES PHILANTHROPY PARTNERS LEVERAGES THE PROCESS AND EXPERTISE OF BILL & MELINDA GATES FOUNDATION FOR SOLICITING, ANALYZING, AND REVIEWING GRANT PROPOSALS. GRANTEES SIGN WRITTEN AGREEMENTS THAT SPECIFY THE GRANT PURPOSE, TIMING OF PERIODIC REPORTS, AND REQUIRE A FINAL REPORT THAT ACCOUNTS FOR HOW 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 ALLAN GOLSTON BOARD CHAIR (START 5/23) & DIRECTOR 0 933287 0 0 0 49498 0 49500 0 29376 0 1061661 0 0 GARGEE GHOSH DIRECTOR (START 5/23) 0 784201 0 0 0 39772 0 49500 0 41474 0 914947 0 0 CONNIE COLLINGSWORTH DIRECTOR & BOARD CHAIR (END 4/23) 0 671575 0 0 0 73554 0 49500 0 28921 0 823550 0 0 KEITH MATTHEWS SECRETARY (START 5/23) 0 477126 0 0 0 11883 0 49500 0 41354 0 579863 0 0 ROBERT ROSEN EXECUTIVE DIRECTOR 0 375836 0 0 0 27337 0 49500 0 39772 0 492445 0 0 JENNIFER DEGER TREASURER (START 5/23) 0 380314 0 0 0 30376 0 49500 0 15742 0 475932 0 0 JONATHAN CASTRODALE TREASURER (END 5/23) 0 341086 0 268 0 27415 0 49500 0 42439 0 460708 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 ALLAN GOLSTON, GARGEE GHOSH, CONNIE COLLINGSWORTH, KEITH MATTHEWS, ROBERT ROSEN, JENNIFER DEGER, JONATHAN CASTRODALE, AND LISA JOHNSEN HAVE A BUSINESS RELATIONSHIP AS CURRENT OR FORMER EMPLOYEES OF THE BILL & MELINDA GATES FOUNDATION. 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 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 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 XI, LINE 9: GRANT REFUND 2,352,980. 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 ONE KENDALL SQ BLDG 600 CAMBRIDGE MA 02139 821808476 MEDICAL RESEARCH WA 501(C)(3) 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 0 0 GREENBRIAR AS HOLDINGS LP 555 THEODRORE FREMD AVE STE A-201 RYE NY 10580 981208908 INVESTMENT OF BMGFT CJ N/A 0 0 GREENBRIAR EQUITY FUND III AIV MM NV LP 555 THEODRORE 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 THEODRORE FREMD AVE STE A-201 RYE NY 10580 981208417 INVESTMENT OF BMGFT CJ N/A 0 0 GREENBRIAR EQUITY FUND III-A AIV WFCI LP 555 THEODRORE FREMD AVE STE A-201 RYE NY 10580 981219020 INVESTMENT OF BMGFT CJ N/A 0 0 GREENBRIAR EQUITY FUND III-A LP 555 THEODRORE 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 MR COBALT OFFSHORE FUND CB 03 LP 712 FIFTH AVE SUITE 17F NEW YORK NY 10019 871411521 INVESTMENT OF BMGFT CJ N/A 0 0 AFRICAN AGRICULTURAL CAPITAL FUND LLC 6TH FLOOR TOWER A CYBERCITY EBENE MP 981017696 PROGRAM RELATED INVESTMENT MP N/A C 1 GREENBRIAR AS LP 555 THEODRORE FREMD AVE STE A-201 RYE NY 10580 981208754 INVESTMENT OF BMGFT CJ N/A C 0 CHROMIUM FUND LP 712 FIFTH AVENUE SUITE 17F NEW YORK NY 10019 871458828 INVESTMENT OF BMGFT CJ N/A C 0 DERBY FUND 3 712 FIFTH AVE SUITE 17F NEW YORK NY 10119 981693314 INVESTMENT OF BMGFT CJ N/A C 0 CHROMIUM FUND 2 LP 712 FIFTH AVENUE SUITE 17F NEW YORK NY 10019 981763978 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