[ TRANSACTION RECORD ]

Bill & Melinda Gates Foundation Investment in Bill & Melinda Gates Foundation Trust — 2023

VERIFIED VECTOR ID: 002164 · tx-260
M SOURCE NODE — FUNDER
Bill & Melinda Gates Foundation
Finance United States
$2,000,000,000
EQUITY
15/12/2023
Q DESTINATION NODE — RECIPIENT
Bill & Melinda Gates Foundation Trust
NGO United States
Amount (USD)
$2.0B
Flow Type
EQUITY
Transaction Date
15/12/2023
Primary Source
View Filing ↗
Funder Profile [ M ]
Entity Bill & Melinda Gates Foundation
AUM 75000
HQ Location United States
Sector Finance
Recipient Profile [ Q ]
Entity Bill & Melinda Gates Foundation Trust
Entity Type NGO
Jurisdiction United States
Intelligence Note

The Bill & Melinda Gates Foundation Trust increased its equity portfolio by 2 billion dollars through strategic investments in global financial and technology markets to fund future charitable grants. This transaction manages the foundation’s endowment to ensure a steady stream of income for its health and development programs. The deal is a major institutional capital allocation.

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Primary Forensic Source https://www.gatesfoundation.org/about/financials/2023/annual-report/
✓ SOURCE LINKED