BILL & MELINDA GATES FOUNDATION TRUST

Form 990-PFTax year 2023EIN 91-1663695501(c)(3)

Filed Nov 14, 2024 · period ending Dec 31, 2023

End-of-year assets

$75,530,745,576

Fair market value $75,530,745,576

Total revenue

$6,534,759,844

Expenses $8,285,346,420

Officer compensation

6 listed · 0 paid

Contractors listed

Paid over $50K

Organization

Financial activity

Contributions$3,969,045,164

Program service revenue—

Net investment income$7,262,771,877

Total revenue$6,534,759,844

Grants paid$7,751,200,000

Other salaries and wages—

Officer compensation$0

Total expenses$8,285,346,420

Investment management fees—

Legal fees—

Accounting fees$488,683

Other professional fees$86,193,670

Beginning assets$67,972,986,359

Ending assets$75,530,745,576

Liabilities$304,899,517

Net assets$75,225,846,059

Corporate stock$56,759,427,590

Other investments$9,470,034,550

Fair market value of assets$75,530,745,576

Qualifying distributions$6,708,165,714

Independent contractors

Compensation by contractor

Part VII · paid over $50K

Independent contractors

Contractor	Services	Location	Compensation
STATE STREET CORPORATION	INVESTMENT CUSTODIAN SERVICES	BOSTON, MA	$13,270,627
MARATHON ASSET MANAGEMENT LLP	INVESTMENT MANAGEMENT	NEW YORK, NY	$12,364,854
MORANT WRIGHT MANAGEMENT LIMITED	INVESTMENT MANAGEMENT	LONDON, UK	$11,316,645
WESTWOOD GLOBAL	INVESTMENT MANAGEMENT	BOSTON, MA	$8,960,543
GREEN COURT CAPITAL MANAGEMENT LIMITED	INVESTMENT MANAGEMENT	HONG KONG, CH	$8,936,602

Part VIII

Officers, directors and key employees

Name	Role	Hours / week	Compensation	From related orgs	Benefits & expenses
WILLIAM H GATES IIITRUSTEE AND CEO	—	5	$0	—	$0
MELINDA FRENCH GATESTRUSTEE	—	5	$0	—	$0
CAROLYN AINSLIECHIEF FINANCIAL OFFICER	—	4	$0	—	$0
KEITH TRAVERSESECRETARY	—	1	$0	—	$0
CONNIE COLLINGSWORTH END 1122023ASSISTANT SECRETARY	—	1	$0	—	$0
LAUREN BRIGHT START 1122023ASSISTANT SECRETARY	—	1	$0	—	$0