GATES MEDICAL RESEARCH INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GATES MEDICAL RESEARCH INSTITUTE (EIN 82-1808476)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349305807
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:24:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 FOURTH AVENUE SUITE 3300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821808476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL & MELINDA GATES MEDICAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 8577022108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KENDALL SQ BLDG 600 NO 6-301 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY THISTLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8577022108 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLENE G COX | PreparerPersonNm |
| PTIN | P00235481 | PTIN |
| Phone | 2067167000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.19.11.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 16:40:33 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD241C3169EB32752A76399138F7558C8E612C64 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PENNY M HEATON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KENDALL SQ BLDG 600 NO 6-301 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,807,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GATESMRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE GATES MRI ACTIVELY AND CONTINUOUSLY ENGAGES DIRECTLY IN THE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH ONE OR MORE HOSPITALS FOR THE PURPOSE OF ADDRESSING MAJOR CAUSES OF ILLNESS AND DEATH IN LOW-INCOME COUNTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,622,298 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,254,862 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $200,186 | PYInvestmentIncomeAmt |
| CY Investment Income | $545,619 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $7,383 | CYOtherRevenueAmt |
| PY Total Revenue | $9,822,484 | PYTotalRevenueAmt |
| CY Total Revenue | $9,807,864 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,113,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,217,965 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,259,858 | PYOtherExpensesAmt |
| CY Other Expenses | $17,009,587 | CYOtherExpensesAmt |
| PY Total Expenses | $22,373,638 | PYTotalExpensesAmt |
| CY Total Expenses | $41,227,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,551,154 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$31,419,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $248,840,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,318,998 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,720,195 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,618,596 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $247,120,090 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $215,700,402 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GATES MRI ACTIVELY AND CONTINUOUSLY ENGAGES DIRECTLY IN THE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH ONE OR MORE HOSPITALS FOR THE PURPOSE OF ADDRESSING MAJOR CAUSES OF ILLNESS AND DEATH IN LOW-INCOME COUNTRIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $32,648,612 | ExpenseAmt |
| Desc | BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE ("GATES MRI") IS ALIGNED WITH THE PURPOSE OF THE BILL & MELINDA GATES FOUNDATION AND GUIDED BY THE VISION THAT EVERY PERSON DESERVES THE OPPORTUNITY TO LEAD A HEALTHY AND PRODUCTIVE LIFE. THE GATES MRI ACTIVELY AND CONTINUOUSLY ENGAGES DIRECTLY IN MEDICAL RESEARCH IN CONJUNCTION WITH ONE OR MORE HOSPITALS FOR THE PURPOSE OF ADDRESSING MAJOR CAUSES OF ILLNESS AND DEATH IN LOW-AND MIDDLE-INCOME COUNTRIES. THE GATES MRI WORKS TO CAPITALIZE ON INNOVATIONS IN MEDICAL RESEARCH, EMPLOYING RIGOROUS APPROACHES TO RESEARCH AND DEVELOPMENT, TO IDENTIFY PRODUCT CANDIDATES FOR DRUG THERAPIES, VACCINES, MONOCLONAL ANTIBODIES THAT ADDRESS DISEASES DISPROPORTIONATELY BURDENING THE WORLD'S POOREST PEOPLE. THE GATES MRI'S GOALS ARE TO ERADICATE MALARIA, ACCELERATE THE END OF THE TUBERCULOSIS EPIDEMIC, END DIARRHEAL DEATHS IN CHILDREN AND FIGHT SERIOUS DISORDERS AFFECTING MATERNAL AND NEWBORN CHILD HEALTH. | Desc |
| Total Program Service Expenses | $32,648,612 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER DEGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2067093100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVENUE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN DESMOND-HELLMANN | |||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $1,461,692 | $67,612 | |||
| TREVOR MUNDEL | |||||||||
| DIRECTOR, BOARD CHAIR | 3.00 | 40.00 | Yes (X) | $0 | $1,089,701 | $78,684 | |||
| HELENE MADONICK | |||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $733,051 | $76,323 | |||
| EMILIO EMINI | |||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $541,573 | $65,986 | |||
| ANDREW FARNUM | |||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $416,794 | $56,530 | |||
| PENNY HEATON | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | $773,468 | $0 | $65,887 | Yes (X) | |||
| HELEN BOUDREAU END 812019 | |||||||||
| SECRETARY & TREASURER | 40.00 | 0.00 | $484,905 | $0 | $60,253 | Yes (X) | |||
| MARY THISTLE START 812019 | |||||||||
| TREASURER | 40.00 | 0.00 | $454,784 | $0 | $65,568 | Yes (X) | |||
| SALLY JENNINGS START 812019 | |||||||||
| SECRETARY | 40.00 | 0.00 | $413,243 | $0 | $78,097 | Yes (X) | |||
| DAVID KAUFMAN | |||||||||
| HEAD OF TRANSLATIONAL DEVELOPMENT | 40.00 | 0.00 | $566,324 | $0 | $76,335 | Yes (X) | |||
| JORG THOMMES | |||||||||
| HEAD OF CHEM, MFG & CONTROLS | 40.00 | 0.00 | $446,244 | $0 | $76,224 | Yes (X) | |||
| DINA BERDIEVA | |||||||||
| HEAD OF PROJ. MGMT. & CLIN | 40.00 | 0.00 | $428,665 | $0 | $83,842 | Yes (X) | |||
| JARED SILVERMAN | |||||||||
| HEAD OF TRANSLATIONAL DISCOVERY | 40.00 | 0.00 | $415,128 | $0 | $78,557 | Yes (X) | |||
| TARYN ROGALSKI-SALTER | |||||||||
| HEAD OF REGULATORY AFFAIRS | 40.00 | 0.00 | $468,311 | $0 | $68,207 | Yes (X) | |||
| JEFFREY BARRET | |||||||||
| HEAD OF QUANT. SCIENCES | 40.00 | 0.00 | $456,323 | $0 | $76,224 | Yes (X) | |||
| ALEXANDER SCHMIDT | |||||||||
| CLINICAL DEVELOPMENT LEADER | 40.00 | 0.00 | $430,566 | $0 | $78,692 | Yes (X) | |||
| RUSSELL WEINER | |||||||||
| BIOMARKER ASSAY DEVELOPMENT LEADER | 40.00 | 0.00 | $438,231 | $0 | $66,387 | Yes (X) | |||
| DEBRA WEISS | |||||||||
| HEAD OF QUALITY ASSURANCE | 40.00 | 0.00 | $427,306 | $0 | $69,484 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,203,498 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,242,811 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,288,892 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 62 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| MMS HOLDINGS INC | |||||||||
| 880 COMMERCE BLVD | CANTON | MI | 48187 | CLINICAL DATA MGMT SERVICES | $1,047,762 | ||||
| INTERNATIONAL AIDS VACCINE INITIATIVE | |||||||||
| 125 BROAD ST 9TH FL | NEW YORK | NY | 10004 | BIOREPOSITORY | $950,407 | ||||
| INSOURCE SERVICES INC | |||||||||
| 148 LINDEN ST | WELLESLEY | MA | 02482 | ACCOUNTING & IT SERVICES | $846,064 | ||||
| SYNPHABASE AG | |||||||||
| CONTRACT MFG ORG (CMO) | $826,014 | GUETERSTRASSE 82 | PRATTELN | SZ | 4133 | ||||
| IQVIA RDS INC | |||||||||
| 4820 EMPEROR BLVD | DURHAM | NC | 27703 | CLINICAL RESEARCH ORG | $782,935 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $9,212,442 | RelatedOrganizationsAmt |
| All Other Contributions | $42,420 | AllOtherContributionsAmt |
| Total Contributions | $9,254,862 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545,619 | TotalRevenueColumnAmt |
| Exclusion | $545,619 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,383 | TotalRevenueColumnAmt |
| Exclusion | $7,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,383 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,807,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $553,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,567,523 | TotalAmt |
| Program Services | $2,662,659 | ProgramServicesAmt |
| Management And General | $1,904,864 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,002,264 | TotalAmt |
| Program Services | $11,093,938 | ProgramServicesAmt |
| Management And General | $2,908,326 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,876,006 | TotalAmt |
| Program Services | $1,486,352 | ProgramServicesAmt |
| Management And General | $389,654 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,855,449 | TotalAmt |
| Program Services | $2,594,766 | ProgramServicesAmt |
| Management And General | $260,683 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,723 | TotalAmt |
| Program Services | $692,009 | ProgramServicesAmt |
| Management And General | $224,714 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,169 | TotalAmt |
| Program Services | $1,331,578 | ProgramServicesAmt |
| Management And General | $61,591 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,432 | TotalAmt |
| Management And General | $381,432 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,031,560 | TotalAmt |
| Program Services | $8,947,381 | ProgramServicesAmt |
| Management And General | $1,084,179 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,075 | TotalAmt |
| Management And General | $75,075 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,719 | TotalAmt |
| Program Services | $83,679 | ProgramServicesAmt |
| Management And General | $69,040 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,442 | TotalAmt |
| Program Services | $480,344 | ProgramServicesAmt |
| Management And General | $160,098 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275,295 | TotalAmt |
| Program Services | $1,654,077 | ProgramServicesAmt |
| Management And General | $621,218 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,709 | TotalAmt |
| Program Services | $1,251,542 | ProgramServicesAmt |
| Management And General | $223,167 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,698 | TotalAmt |
| Program Services | $69,479 | ProgramServicesAmt |
| Management And General | $24,219 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,522 | TotalAmt |
| Management And General | $6,522 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,085 | TotalAmt |
| Program Services | $19,440 | ProgramServicesAmt |
| Management And General | $21,645 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING | $219,694 | $166,038 | $53,656 |
| FURNITURE & EQUIPMENT | $132,268 | $36,187 | $96,081 |
| DUES & SUBSCRIPTIONS | $69,977 | $61,451 | $8,526 |
| OTHER TAXES & FEES | $132 | $665 | -$533 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,810 | TotalAmt |
| Program Services | $17,027 | ProgramServicesAmt |
| Management And General | $4,783 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,227,552 | TotalAmt |
| Program Services | $32,648,612 | ProgramServicesAmt |
| Management And General | $8,578,940 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,406,853 | BOYAmt |
| EOY | $30,229,648 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,900,096 | BOYAmt |
| EOY | $184,053,647 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $46,088 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,854 | BOYAmt |
| EOY | $2,098,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,393,341 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,032 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,609 | BOYAmt |
| EOY | $2,386,309 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,873 | BOYAmt |
| EOY | $504,532 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,840,285 | BOYAmt |
| EOY | $219,318,998 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,195 | BOYAmt |
| EOY | $3,618,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,195 | BOYAmt |
| EOY | $3,618,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,120,090 | BOYAmt |
| EOY | $215,700,402 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,120,090 | BOYAmt |
| EOY | $215,700,402 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,840,285 | BOYAmt |
| EOY | $219,318,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$31,419,688 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WASHINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,938,516 | OtherCostOrOtherBasisAmt |
| Book Value | $1,938,516 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $454,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,032 | DepreciationAmt |
| Book Value | $447,793 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,386,309 | TotalBookValueLandBuildingsAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $22,326 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $3,147,127 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $52,277 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $3,835 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | CONDUCT MEDICAL RESEARCH, IDENTIFY MEDICAL RESEARCH PARTNERS | $84,765 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONDUCT MED RESEARCH, IDENTIFY MED RESEARCH PARTNERS, BEGIN CLINICAL TRIALS | $308,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,619,047 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,619,047 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN DESMOND-HELLMANN | ||||||||||||||
| DIRECTOR | $0 | $1,203,084 | $0 | $132,188 | $0 | $126,420 | $0 | $42,000 | $0 | $25,612 | $0 | $1,529,304 | $0 | $0 |
| TREVOR MUNDEL | ||||||||||||||
| DIRECTOR, BOARD CHAIR | $0 | $1,043,138 | $0 | $0 | $0 | $46,563 | $0 | $42,000 | $0 | $36,684 | $0 | $1,168,385 | $0 | $0 |
| HELENE MADONICK | ||||||||||||||
| DIRECTOR | $0 | $370,678 | $0 | $0 | $0 | $362,373 | $0 | $42,000 | $0 | $34,323 | $0 | $809,374 | $0 | $0 |
| EMILIO EMINI | ||||||||||||||
| DIRECTOR | $0 | $517,527 | $0 | $138 | $0 | $23,908 | $0 | $42,000 | $0 | $23,986 | $0 | $607,559 | $0 | $0 |
| ANDREW FARNUM | ||||||||||||||
| DIRECTOR | $0 | $399,398 | $0 | $15,000 | $0 | $2,396 | $0 | $42,000 | $0 | $14,530 | $0 | $473,324 | $0 | $0 |
| PENNY HEATON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $684,615 | $0 | $75,000 | $0 | $13,853 | $0 | $42,000 | $0 | $23,887 | $0 | $839,355 | $0 | $0 | $0 |
| HELEN BOUDREAU END 812019 | ||||||||||||||
| SECRETARY & TREASURER | $220,673 | $0 | $50,000 | $0 | $214,232 | $0 | $40,601 | $0 | $19,652 | $0 | $545,158 | $0 | $0 | $0 |
| MARY THISTLE START 812019 | ||||||||||||||
| TREASURER | $390,331 | $0 | $50,000 | $0 | $14,453 | $0 | $42,000 | $0 | $23,568 | $0 | $520,352 | $0 | $0 | $0 |
| SALLY JENNINGS START 812019 | ||||||||||||||
| SECRETARY | $364,985 | $0 | $42,500 | $0 | $5,758 | $0 | $42,000 | $0 | $36,097 | $0 | $491,340 | $0 | $0 | $0 |
| DAVID KAUFMAN | ||||||||||||||
| HEAD OF TRANSLATIONAL DEVELOPMENT | $557,616 | $0 | $0 | $0 | $8,708 | $0 | $42,000 | $0 | $34,335 | $0 | $642,659 | $0 | $0 | $0 |
| JORG THOMMES | ||||||||||||||
| HEAD OF CHEM, MFG & CONTROLS | $385,262 | $0 | $50,000 | $0 | $10,982 | $0 | $42,000 | $0 | $34,224 | $0 | $522,468 | $0 | $0 | $0 |
| DINA BERDIEVA | ||||||||||||||
| HEAD OF PROJ. MGMT. & CLIN | $378,665 | $0 | $50,000 | $0 | $0 | $0 | $42,000 | $0 | $41,842 | $0 | $512,507 | $0 | $0 | $0 |
| JARED SILVERMAN | ||||||||||||||
| HEAD OF TRANSLATIONAL DISCOVERY | $366,154 | $0 | $40,000 | $0 | $8,974 | $0 | $42,000 | $0 | $36,557 | $0 | $493,685 | $0 | $0 | $0 |
| TARYN ROGALSKI-SALTER | ||||||||||||||
| HEAD OF REGULATORY AFFAIRS | $385,262 | $0 | $50,000 | $0 | $33,049 | $0 | $42,000 | $0 | $26,207 | $0 | $536,518 | $0 | $0 | $0 |
| JEFFREY BARRET | ||||||||||||||
| HEAD OF QUANT. SCIENCES | $395,400 | $0 | $50,000 | $0 | $10,923 | $0 | $42,000 | $0 | $34,224 | $0 | $532,547 | $0 | $0 | $0 |
| ALEXANDER SCHMIDT | ||||||||||||||
| CLINICAL DEVELOPMENT LEADER | $380,192 | $0 | $45,000 | $0 | $5,374 | $0 | $42,000 | $0 | $36,692 | $0 | $509,258 | $0 | $0 | $0 |
| RUSSELL WEINER | ||||||||||||||
| BIOMARKER ASSAY DEVELOPMENT LEADER | $354,846 | $0 | $40,000 | $0 | $43,385 | $0 | $42,000 | $0 | $24,387 | $0 | $504,618 | $0 | $0 | $0 |
| DEBRA WEISS | ||||||||||||||
| HEAD OF QUALITY ASSURANCE | $380,192 | $0 | $45,000 | $0 | $2,114 | $0 | $42,000 | $0 | $27,484 | $0 | $496,790 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE TRAVEL POLICY, APPLICABLE TO ALL EMPLOYEES, ALLOWS FOR FIRST-CLASS AIR TRAVEL ON DOMESTIC RED-EYE FLIGHTS DEPARTING AFTER 9:00 PM THAT EXCEED FIVE HOURS IN DURATION. RELOCATION PACKAGES ARE GENERALLY PROVIDED TO NEW EMPLOYEES WHO RESIDE MORE THAN 50 MILES OUTSIDE OF CAMBRIDGE, MASSACHUSSETTS. THE ORGANIZATION GROSSES UP TAXABLE RELOCATION BENEFITS |
| PART I, LINE 4A | HELEN BOUDREAU $212,500 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SUSAN DESMOND-HELLMANN, TREVOR MUNDEL, ANDREW FARNUM, EMILIO EMINI, AND HELENE MADONICK HAVE A BUSINESS RELATIONSHIP AS EMPLOYEES OF THE BILL & MELINDA GATES FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE IS BILL & MELINDA GATES FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE, HAS THE AUTHORITY TO APPOINT AND REMOVE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE, 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, IN ACCORDANCE WITH THE ORGANIZATION'S ORGANIZATIONAL DOCUMENTS. |
| 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 THE INSTITUTE, AND THE TAX TEAM AND CONTROLLER OF BILL & MELINDA GATES FOUNDATION, THE SOLE MEMBER OF BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE. A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD 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 CHIEF EXECUTIVE OFFICER. THE SECRETARY AND CHIEF EXECUTIVE OFFICER 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 CHIEF EXECUTIVE OFFICER) OR CHIEF EXECUTIVE OFFICER (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. IN SEPTEMBER 2019, THE ORGANIZATION REVISED ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: THE POLICY WAS EXPANDED TO INCLUDE ALL EMPLOYEES. SIMILAR TO THE COVERED PERSONS, EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST CERTIFICATION UPON COMMENCING EMPLOYMENT AND TO UPDATE THE CERTIFICATION ANNUALLY, AND AT ANY TIME THERE IS A CHANGE THAT REQUIRES DISCLOSURE. THE HEAD OF COMPLIANCE & RISK MANAGEMENT IS NOW RESPONSIBLE FOR REVIEWING THE CERTIFICATIONS AND ADMINISTERING AND MAINTAINING THE POLICY. THE UPDATED POLICY RETAINS THAT IF AN OFFICER, DIRECTOR, OR MEMBER OF SENIOR LEADERSHIP BECOMES AWARE OF A TRANSACTION THAT COULD CAUSE A CONFLICT OF INTEREST, THEY ARE TO IMMEDIATELY DISCLOSE SUCH TO THE SECRETARY OF THE ORGANIZATION. PROCEDURES FOR RESOLVING A COVERED TRANSACTION AFTER DISCLOSURE TO THE SECRETARY REMAIN IN PLACE AS OUTLINED ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF THE BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE USES AN INDEPENDENT REVIEW, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION TO ESTABLISH TOTAL REMUNERATION PACKAGES FOR THE CEO, OFFICERS, AND CERTAIN KEY EMPLOYEES. THE BOARD IS PRESENTED WITH STUDY DATA, REVIEWS IT TO DETERMINE REASONABLENESS, AND THEN APPROVES TOTAL REMUNERATION ACCORDINGLY. ALL SUCH OFFICER AND CERTAIN KEY EMPLOYEE TOTAL REMUNERATION PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD ANNUALLY. THE MOST RECENT COMPENSATION STUDY FOR PURPOSES OF THIS COMPENSATION PERIOD WAS CONDUCTED BY AN INDEPENDENT CONSULTANT IN 2019. COMPARABILITY DATA IS ALSO USED TO ESTABLISH COMPENSATION PACKAGES FOR OTHER EMPLOYEES. COMPENSATION PACKAGES FOR OTHER EMPLOYEES ARE APPROVED BY THE CEO ANNUALLY, BASED ON A COMPENSATION PHILOSOPHY ORIGINALLY APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. BILL & MELINDA GATES MEDICAL RESEARCH INSTITUTE'S FINANCIAL STATEMENTS ARE CONSOLIDATED WITH BILL & MELINDA GATES FOUNDATION, AND THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.GATESFOUNDATION.ORG. |
| FORM 990, PART VI, SECTION A, LINE 9: | ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE THAT IS AN EMPLOYEE OF THE BILL & MELINDA GATES FOUNDATION CAN BE REACHED AT THE FOLLOWING ADDRESS. FOR 2019, THIS INCLUDES SUSAN DESMOND-HELLMANN, TREVOR MUNDEL, EMILIO EMINI, HELENE MADONICK AND ANDREW FARNUM: P.O. BOX 23350 SEATTLE, WA 98102 |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 3,249,317. MANAGEMENT AND GENERAL EXPENSES 20,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,269,647. SCIENTIFIC CONSULTING AND TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 5,360,481. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,360,481. RECRUITING AND PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 328,674. MANAGEMENT AND GENERAL EXPENSES 330,010. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 658,684. OPERATIONAL ASSISTANCE: PROGRAM SERVICE EXPENSES 8,909. MANAGEMENT AND GENERAL EXPENSES 733,839. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 742,748. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BILL & MELINDA GATES FOUNDATION (BMGF) | |||||||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | 562618866 | GRANTMAKING FOUNDATION | WA | 501(C)(3) | PF | N/A | 0 | |
| GATES PHILANTHROPY PARTNERS | |||||||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | 473290897 | GRANTMAKING PUBLIC CHARITY | WA | 501(C)(3) | LINE 7 | Yes (1) | BILL & MELINDA GATES FOUNDATION (BMGF) | |
| BILL & MELINDA GATES FOUNDATION TRUST (BMGFT) | |||||||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | 911663695 | GRANTMAKING FOUNDATION | WA | 501(C)(3) | PF | N/A | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|
| 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 | N/A | CJ | |
| 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 | N/A | CJ | |
| 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 | N/A | CJ | |
| 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 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN AGRICULTURAL CAPITAL FUND LLC | ||||||||||||
| 6TH FLOOR TOWER A 1 CYBERCITY | EBENE | MP | 981017696 | PROGRAM RELATED INVESTMENT OF BMGF | MP | N/A | C | Yes (1) | ||||
| GREENBRIAR AS LP | ||||||||||||
| 981208754 | INVESTMENT OF BMGFT | CJ | N/A | C | 0 | 555 THEODORE FREMD AVE STE A-201 | RYE | NY | 10580 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |