Skip to main content

Nonprofit · EIN 91-1663695

GATES FOUNDATION TRUST

Tax-exempt · KIRKLAND, WA 98033

Financials

$6.5B$8.3B2023$10.2B$8.5B2024
Revenue Expenses · by fiscal year end
Financials of GATES FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,160,927,058$8,482,196,824$1,678,730,234$77,564,446,975$326,727,286$77,237,719,689
December 31, 2023990-PF$6,534,759,844$8,285,346,420-$1,750,586,576$75,530,745,576$304,899,517$75,225,846,059
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,646,922,948
Dividends
$1,604,096,561
Interest
$19,068,495
Net gain from sales of assets
$3,886,716,556
Other income
$4,122,498

Expenses

Grants and similar amounts paid
$8,096,000,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,069,122,167
Excise tax on investment income
$152,568,151

Balance sheet and other

Total assets, start of year
$75,530,745,576
Total assets, end of year
$77,564,446,975
Total liabilities, end of year
$326,727,286
Net assets, end of year
$77,237,719,689
Fair market value of assets
$77,564,446,975
Qualifying distributions
$7,069,122,167
Net investment income
$11,281,563,235

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM H GATES III
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
TRUSTEE AND CEO5$0
MELINDA FRENCH GATES END 10012024
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
TRUSTEE5$0
CAROLYN AINSLIE
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
CHIEF FINANCIAL OFFICER4$0
KEITH TRAVERSE
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
SECRETARY1$0
LAUREN BRIGHT
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
ASSISTANT SECRETARY1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
WILLIAM H GATES III
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
TRUSTEE AND CEO5$0
MELINDA FRENCH GATES
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
TRUSTEE5$0
CAROLYN AINSLIE
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
CHIEF FINANCIAL OFFICER4$0
KEITH TRAVERSE
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
SECRETARY1$0
CONNIE COLLINGSWORTH END 1122023
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
ASSISTANT SECRETARY1$0
LAUREN BRIGHT START 1122023
500 FIFTH AVENUE NORTH, SEATTLE, WA 98109
ASSISTANT SECRETARY1$0

Address and contacts

Address (IRS master file)
2365 CARILLON PT, KIRKLAND, WA 98033-7445
In care of
% WILLIAM H GATES III
Signed the 990-PF
CAROLYN AINSLIE, CFO
Phone
(206) 709-3100
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
91-1663695
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$77,564,446,975
Income (IRS master file)
$231,677,937,962

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,160,927,058$8,482,196,824$77,564,446,975XML
990-TDecember 2024–––IRS
990-PFDecember 2023$6,534,759,844$8,285,346,420$75,530,745,576XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1663695).

Questions about GATES FOUNDATION TRUST

What is the EIN of GATES FOUNDATION TRUST?
The employer identification number (EIN) of GATES FOUNDATION TRUST is 91-1663695.
Is GATES FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to GATES FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GATES FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GATES FOUNDATION TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GATES FOUNDATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of GATES FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does GATES FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,160,927,058, expenses of $8,482,196,824 and total assets of $77,564,446,975 at year end.

Other nonprofits in KIRKLAND

All nonprofits in KIRKLAND · Washington · Philanthropy, voluntarism and grantmaking foundations