Overview
The Gates Foundation Trust holds and manages investment assets used to fund the Gates Foundation’s charitable work in global health, development, and U.S. education.1
The Trust holds and manages investment assets and makes grants to the Foundation as necessary to carry out charitable goals.1
Investment program
- Estimated AUM
- $77.7B as of Dec 31, 20242
- Capital pool
- private foundation trust investment pool1
- Investment model
- Not listed yet3
- Investment approach
- Not listed yet3
- Spending support
- The related foundation provided about $8.015B of charitable support in 2024.1
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, fixed income.3
- Performance
- Not listed yet
- Governance
- In October 2006, our original trustees, Bill Gates, Melinda French Gates, and Warren Buffett, created a two-entity structure: the Bill & Melinda Gates Foundation (foundation) and the Bill & Melinda Gates Foundation Trust (trust).3
- Investment team
- Not listed yet3
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 3, 2026 · Needs review
Sources
Last verified Jul 3, 2026 from public career and organization materials.
Fact notes
- Website (gatesfoundation.org)Parent organization overview, Pool purpose, Institution type, Capital pool, Headquarters, Spending support, Investment office page · checked Jul 3, 2026
- Form 990 (projects.propublica.org)Estimated AUM · checked Jul 25, 2026
- Financial statements (gatesfoundation.org)Investment model, Investment approach, Asset allocation, Governance, Investment team · checked Jul 4, 2026
Reports and filings
- Public evidence references these asset classes or allocation areas: venture capital, fixed income.Financial statements · checked Jul 4, 2026
- 77716604000 USD as of 2024-12-31Financial statements · checked Jul 3, 2026
- 75530745576 USD total assets per IRS Form 990-PF/EZ for tax period 2023Form 990 · checked Jul 25, 2026
Profile and job sources
- Manual research (gatesfoundation.org)Manual research · checked Jul 3, 2026
- Website (gatesfoundation.org)Website · checked Jul 3, 2026
- Website (gatesfoundation.org)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 3, 2026