Bill and Melinda Gates Tax Returns

Bill & Melinda Gates Tax Returns

2009 Annual Snapshot of Grants Paid

Reader’s Guide to the Form 990-PF  (PDF, 114KB, 5 pages)
The purpose of the Reader’s Guide is to demystify the key information contained in the 2009 Form 990-PF and to respond to the most frequently asked questions we receive.

Bill & Melinda Gates Foundation
2009 Audited Financial Statements  (PDF, 113KB, 12 pages)
2009 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 5.6MB, 680 pages)

Bill & Melinda Gates Foundation Trust
2009 Audited Financial Statements  (PDF, 131KB, 15 pages)
2009 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 3.4MB, 119 pages)
2009 Annual Tax Return, Form 990-T: Exempt Organization Business Income Tax Return  (PDF, 1.4MB, 28 pages)

2008

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader’s Guide to the Form 990-PF (PDF, 111KB, 5 pages)
The purpose of the Reader’s Guide is to demystify the key information contained in the 2008 Form 990-PF and to respond to the most frequently asked questions we receive.

Bill & Melinda Gates Foundation
2008 Audited Financial Statements  (PDF, 91KB, 12 pages)
2008 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 2.5MB, 226 pages)

Bill & Melinda Gates Foundation Trust
2008 Audited Financial Statements  (PDF, 106KB, 15 pages)
2008 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 2.9MB, 157 pages)
2008 Annual Tax Return, Form 990-T: Exempt Organization Business Income Tax Return  (PDF, 1.6MB, 26 pages)

2007

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader’s Guide to the Form 990-PF (PDF, 100KB, 5 pages)
The purpose of the Reader’s Guide is to demystify the key information contained in the 2007 Form 990-PF and to respond to the most frequently asked questions we receive.

Bill & Melinda Gates Foundation
2007 Audited Financial Statements  (PDF, 69KB, 12 pages)
2007 Annual Tax Return, Form 990-PF: Return of Private Foundation  (1MB, PDF)

Bill & Melinda Gates Foundation Trust
2007 Audited Financial Statements  (75KB, PDF)
2007 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 1.1MB, 179 pages)
2007 Annual Tax Return, Form 990-T: Exempt Organization Business Income Tax Return  (PDF, 3.3MB, 223 pages)

2006

Combined Financial Statement for the Bill & Melinda Gates Foundation and the Bill & Melinda Gates Foundation Trust

Reader’s Guide to the Form 990-PF (PDF, 109KB, 4 pages)
The purpose of the Reader’s Guide is to demystify the key information contained in the 2006 Form 990-PF and to respond to the most frequently asked questions we receive.

Bill & Melinda Gates Foundation
2006 Audited Financial Statements  (PDF, 61KB, 10 pages)
2006 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 1.2MB, 36 pages)

Bill & Melinda Gates Foundation Trust
2006 Audited Financial Statements  (PDF, 77KB, 14 pages)
2006 Annual Tax Return, Form 990-PF: Return of Private Foundation  (PDF, 3.7MB, 422 pages)
2006 Annual Tax Return, Form 990-T: Exempt Organization Business Income Tax Return  (PDF, 3.7MB, 84 pages)

2005

2005 Audited Financial Statements (PDF, 80KB, 12 pages)

2005 Annual Tax Return, Form 990-PF: Return of Private Foundation
For ease in viewing and downloading, the 990-PF has been broken into the sections below.
Form 990-PF (PDF, 2MB, 19 pages)

Statements 1-17  (PDF, 256KB, 17 pages)

Attachments A-L (detail of paid grants)  (PDF, 1MB, 365 pages)

Attachments M, N, and O (investment gains/losses)  (PDF, 7.8MB, 4714 pages)

Form 990-T and Statements  (PDF, 957KB, 15 pages)

2004

2004 Audited Financial Statements (PDF, 89KB, 12 pages)

2004 Annual Tax Return, Form 990-PF: Return of Private Foundation
For ease in viewing and downloading, the 990-PF has been broken into the sections below.
Form 990-PF (PDF, 1.06MB, 16 pages)

Index of Statements; Statements 1-15; Attachments A-C, and E-M  (PDF, 12.6MB, 214 pages)

Attachment D (detail of paid grants)  (PDF, 3.07MB, 105 pages)

Attachments N, O, and P (investment gains/losses)  (PDF, 81.1MB, 2335 pages)

2003

2003 Audited Financial Statements (PDF, 2MB, 13 pages)

2003 Annual Tax Return, Form 990-PF: Return of Private Foundation
For ease in viewing and downloading, the 990-PF has been broken into the sections below.
Form 990-PF  (PDF, 940KB, 15 pages)

Statements 1-16; Attachments A to K (L not used)  (PDF, 11MB, 13 pages)

Attachments M to P (investment gains/losses)  (PDF, 40MB, 973 pages)

2002

2002 Annual Tax Return, Form 990-PF: Return of Private Foundation
For ease in viewing and downloading, the 990-PF has been broken into the sections below.
First 12 pages & Statements 1-19  (PDF, 16MB, 22 pages)

Statement 20  (PDF, 74KB, 1 page)

Statement 20a, pages 1-98 (A-He)  (PDF, 37MB, 98 pages)

Statement 20a, pages 99-188 (He-Pr) (PDF, 34MB, 90 pages)

Statement 20a, pages 189-272 (Pr-Z)  (PDF, 35MB, 84 pages)

Statements 20b, 20c, and 21  (PDF, 20MB, 54 pages)

Statement 22  (PDF, 2MB, 4 pages)

Statements 23, 24, 25, and 26  (PDF, 77MB, 77 pages)

 

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