Source iCal CSV

Bill & Melinda Gates Foundation Moderately ambitious

Overview

Publication approach

Area	Compliance	Status
Frequency		less than quarterly
Licence		open license
		Details »

Fields

Group		Total
Organisation level	25.0%	1 of 4
Identification	100.0%	2 of 2
Basic activity information	80.0%	8 of 10
Geopolitical information	66.67%	2 of 3
Classifications	85.71%	6 of 7
Financial	100.0%	2 of 2
Financial transaction	100.0%	3 of 3
Related documents	100.0%	1 of 1
Performance	0.0%	0 of 3
Average for all groups	73.0%

Item	Value
Publisher name	Bill & Melinda Gates Foundation
Publisher code	US-EIN-562618866
Schedule version	None
Schedule date	2014-06-05
Timeliness	> 1 quarter in arrears
Frequency narrative	None
Exclusions
Licence	Attribution-only
Scope	None
Frequency	Annually
Threshold	We intend to only publish incoming funds received in excess of $5,000.
Initial publication date	2014-06-05
Scope narrative	Current: Bill & Melinda Gates Foundation

Detailed results

The information in the following table is as provided by the publisher, except where changes have been made by Publish What You Fund staff (marked with the button , which you can click for details of changes).

Where a field has been scored, it is marked with a icon. Where a field has not been weighted (for all donors) it is marked with a icon. You can read more about the scoring methodology on the about page.

Level

Field

Compliance

Publication date

Notes

Score?

Changes?

Organisation level

Organisation

Organisation documents

Fully compliant

2014-06-05

BMGF has made the following documentation related to our work-program publicly available at GatesFoundation.org: - Annual reports - Annual letters - Audited financial statements - IRS Form 990 - Press releases - How we define strategy - How we make grants - Information sharing approach - Strategies - Management Committee and senior leadership - Our approach to measurement and evaluation - Our evaluation policy - What we do not fund - Our commitment to grantees - Current grant opportunities - How we develop strategy - The strategy lifecycle

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	BMGF has made the following documentation related to our work-program publicly available at GatesFoundation.org: - Annual reports - Annual letters - Audited financial statements - IRS Form 990 - Press releases - How we define strategy - How we make grants - Information sharing approach - Strategies - Management Committee and senior leadership - Our approach to measurement and evaluation - Our evaluation policy - What we do not fund - Our commitment to grantees - Current grant opportunities - How we develop strategy - The strategy lifecycle	BMGF has made the following documentation related to our work-program publicly available at GatesFoundation.org: - Annual reports - Annual letters - Audited financial statements - IRS Form 990 - Press releases - How we define strategy - How we make grants - Information sharing approach - Strategies - Management Committee and senior leadership - Our approach to measurement and evaluation - Our evaluation policy - What we do not fund - Our commitment to grantees - Current grant opportunities - How we develop strategy - The strategy lifecycle	No change

Organisation

Recipient country budgets

Not applicable

BMGF does not make forward planning commitments to countries on a rolling basis.

Organisation

Organisation budget

Partially compliant

2014-06-05

BMGF has an annual budgeting process that is submitted to our Co-Chairs for approval. We are currently exploring publishing one year forward budget information related to our grants.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Partially compliant	Partially compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	BMGF has an annual budgeting process that is submitted to our Co-Chairs for approval. We are currently exploring publishing one year forward budget information related to our grants.	BMGF has an annual budgeting process that is submitted to our Co-Chairs for approval. We are currently exploring publishing one year forward budget information related to our grants.	No change

Organisation

Funded institution budgets

Not applicable

BMGF does not make forward planning commitments to grantees on a rolling basis.

Identification

Activity

Reporting organisation

Fully compliant

2014-06-05

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes			No change

Activity

IATI Identifier

Fully compliant

2014-06-05

We publish a globally unique identifier of our activities that consists of a combination of the opportunity ID and OECD organization identifier.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We publish a globally unique identifier of our activities that consists of a combination of the opportunity ID and OECD organization identifier.	We publish a globally unique identifier of our activities that consists of a combination of the opportunity ID and OECD organization identifier.	No change

Activity

Other Identifier

Not publishing now

Basic activity information

Activity

Activity dates (End Date)

Fully compliant

2014-06-05

We currently publish the planned end date which is then updated as appropriate through the lifecycle of an activity to ensure it is accurate and reflects the actual date.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We currently publish the planned end date which is then updated as appropriate through the lifecycle of an activity to ensure it is accurate and reflects the actual date.	We currently publish the planned end date which is then updated as appropriate through the lifecycle of an activity to ensure it is accurate and reflects the actual date.	No change

Activity

Activity dates (Start Date)

Fully compliant

2014-06-05

We currently publish the planned start date at the time of commitment that is not further adjusted over the lifecycle of an activity.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We currently publish the planned start date at the time of commitment that is not further adjusted over the lifecycle of an activity.	We currently publish the planned start date at the time of commitment that is not further adjusted over the lifecycle of an activity.	No change

Activity

Participating organisation (Accountable)

Fully compliant

2014-06-05

Grantee

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	Grantee	Grantee	No change

Activity

Participating organisation (Funding)

Fully compliant

2014-06-05

Bill & Melinda Gates Foundation

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation	No change

Activity

Participating organisation (Implementing)

Fully compliant

2014-06-05

The grantee is always an Implementing Organization. Sub-grantees can also be listed as implementing organizations, but these are not reported currently.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	The grantee is always an Implementing Organization. Sub-grantees can also be listed as implementing organizations, but these are not reported currently.	The grantee is always an Implementing Organization. Sub-grantees can also be listed as implementing organizations, but these are not reported currently.	No change

Activity

Participating organisation (Extending)

Fully compliant

2014-06-05

Bill & Melinda Gates Foundation

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation	No change

Activity

Title (Agency language)

Fully compliant

2014-06-05

We intend to report on the grantee name for the activity title at this stage.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	We intend to report on the grantee name for the activity title at this stage.	We intend to report on the grantee name for the activity title at this stage.	No change

Activity

Title (Recipient language)

Not publishing now

There is currently no intention to capture and publish our information in alternate languages.

Activity

Description (Agency language)

Fully compliant

2014-06-05

Our current description addresses activities and / or purpose.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	Our current description addresses activities and / or purpose.	Our current description addresses activities and / or purpose.	No change

Activity

Description (Recipient language)

Not publishing now

There is currently no intention to capture and publish our information in alternate languages.

Activity

Contact information

Fully compliant

2014-06-05

We publish for each of our activities our contact details as info@gatesfoundation.org.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We publish for each of our activities our contact details as info@gatesfoundation.org.	We publish for each of our activities our contact details as info@gatesfoundation.org.	No change

Activity

Activity status

Fully compliant

2014-06-05

Our activity status approximates the activity lifecycle stages defined.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	Our activity status approximates the activity lifecycle stages defined.	Our activity status approximates the activity lifecycle stages defined.	No change

Geopolitical information

Activity

Recipient country

Fully compliant

2014-06-05

We do capture the countries for whose benefit the aid flows are provided, as applicable. IATI only accepts reporting at the country or region level for each activity, which does not align with our reporting of potentially different countries and regions for an activity. Therefore for certain activities we have only been able to report the relevant regions or countries as applicable, but not both.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We do capture the countries for whose benefit the aid flows are provided, as applicable. IATI only accepts reporting at the country or region level for each activity, which does not align with our reporting of potentially different countries and regions for an activity. Therefore for certain activities we have only been able to report the relevant regions or countries as applicable, but not both.	We do capture the countries for whose benefit the aid flows are provided, as applicable. IATI only accepts reporting at the country or region level for each activity, which does not align with our reporting of potentially different countries and regions for an activity. Therefore for certain activities we have only been able to report the relevant regions or countries as applicable, but not both.	No change

Activity

Recipient region

Fully compliant

2014-06-05

Recipient regional classification includes either a geographical region or 'world.' IATI only accepts reporting at the country or region level for each activity, which does not align with our reporting of potentially different countries and regions for an activity. Therefore for certain activities we have only been able to report the relevant regions or countries as applicable, but not both.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	Recipient regional classification includes either a geographical region or 'world.' IATI only accepts reporting at the country or region level for each activity, which does not align with our reporting of potentially different countries and regions for an activity. Therefore for certain activities we have only been able to report the relevant regions or countries as applicable, but not both.	Recipient regional classification includes either a geographical region or 'world.' IATI only accepts reporting at the country or region level for each activity, which does not align with our reporting of potentially different countries and regions for an activity. Therefore for certain activities we have only been able to report the relevant regions or countries as applicable, but not both.	No change

Activity

Sub-national geographic location

Not publishing now

We do capture sub-national geographical information of the target locations of our activities but only for select countries.

Classifications

Activity

Flow type

Fully compliant

2014-06-05

We publish the type of flow in accordance with the OECD CRS standards.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We publish the type of flow in accordance with the OECD CRS standards.	We publish the type of flow in accordance with the OECD CRS standards.	No change

Activity

Sector (DAC CRS)

Fully compliant

2014-06-05

We publish the OECD CRS purpose codes.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We publish the OECD CRS purpose codes.	We publish the OECD CRS purpose codes.	No change

Activity

Sector (Agency specific)

Not publishing now

We do capture agency specific sector / strategy codes, however further analysis is required to determine if in the future it can be published.

Activity

Tied aid status

Fully compliant

2014-06-05

All our aid is untied.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	All our aid is untied.	All our aid is untied.	No change

Activity

Policy marker

Not applicable

The current CRS policy markers are not applicable to the nature of our programmatic work. We instead utilize the OECD CRS purpose codes to designate the thematic classifications.

Activity

Collaboration type

Fully compliant

2014-06-05

We utilize two identifiers; private sector outflows and multilateral aid.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We utilize two identifiers; private sector outflows and multilateral aid.	We utilize two identifiers; private sector outflows and multilateral aid.	No change

Activity

Finance type

Fully compliant

2014-06-05

We publish the type of finance which we derive based on the Opportunity Type.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We publish the type of finance which we derive based on the Opportunity Type.	We publish the type of finance which we derive based on the Opportunity Type.	No change

Activity

Aid type

Fully compliant

2014-06-05

We publish the type of aid in accordance with the OECD CRS standards.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We publish the type of aid in accordance with the OECD CRS standards.	We publish the type of aid in accordance with the OECD CRS standards.	No change

Financial

Activity

Budget identifier (Administrative/functional)

Activity

Budget identifier (Economic)

Activity

Budget

Fully compliant

2014-06-05

BMGF publishes commitments; the actual amount committed to a recipient agency on a grant by grant basis.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	BMGF publishes commitments; the actual amount committed to a recipient agency on a grant by grant basis.	BMGF publishes commitments; the actual amount committed to a recipient agency on a grant by grant basis.	No change

Activity

Planned disbursement

Fully compliant

2014-06-05

We are currently preparing to publish one year forward planned expenditures.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	We are currently preparing to publish one year forward planned expenditures.	We are currently preparing to publish one year forward planned expenditures.	No change

Financial transaction

Activity

Transactions (Reimbursement)

Fully compliant

2014-06-05

Our systems allow for the publication of reimbursements or negative disbursements, however OECD reporting requires negative disbursements to be excluded where they are not able to be fully offset against disbursements in a reporting period. We fully account for loan repayments. We do not intend to report negative disbursements to IATI related to the return of other disbursed funds as this consists typically of small immaterial transactions.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	Our systems allow for the publication of reimbursements or negative disbursements, however OECD reporting requires negative disbursements to be excluded where they are not able to be fully offset against disbursements in a reporting period. We fully account for loan repayments. We do not intend to report negative disbursements to IATI related to the return of other disbursed funds as this consists typically of small immaterial transactions.	Our systems allow for the publication of reimbursements or negative disbursements, however OECD reporting requires negative disbursements to be excluded where they are not able to be fully offset against disbursements in a reporting period. We fully account for loan repayments. We do not intend to report negative disbursements to IATI related to the return of other disbursed funds as this consists typically of small immaterial transactions.	No change

Activity

Transactions (Disbursement / Expenditure)

Fully compliant

2014-06-05

BMGF currently publishes disbursements, the actual amount placed at the disposal of a recipient agency. We do not currently capture, nor anticipate capturing, expenditures related to outlays by an implementing agency on goods and services.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	BMGF currently publishes disbursements, the actual amount placed at the disposal of a recipient agency. We do not currently capture, nor anticipate capturing, expenditures related to outlays by an implementing agency on goods and services.	BMGF currently publishes disbursements, the actual amount placed at the disposal of a recipient agency. We do not currently capture, nor anticipate capturing, expenditures related to outlays by an implementing agency on goods and services.	No change

Activity

Transactions (Incoming Funds)

Fully compliant

2014-06-05

BMGF does publish incoming funds as part of our annual tax Form 990PF reporting and we are currently preparing to also publish under the IATI standard.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	BMGF does publish incoming funds as part of our annual tax Form 990PF reporting and we are currently preparing to also publish under the IATI standard.	BMGF does publish incoming funds as part of our annual tax Form 990PF reporting and we are currently preparing to also publish under the IATI standard.	No change

Activity

Transactions (Commitment)

Fully compliant

2014-06-05

BMGF publishes commitments; the actual amount committed to a recipient agency. Due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes we do not publish the specific terms and conditions of our activities.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	BMGF publishes commitments; the actual amount committed to a recipient agency. Due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes we do not publish the specific terms and conditions of our activities.	BMGF publishes commitments; the actual amount committed to a recipient agency. Due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes we do not publish the specific terms and conditions of our activities.	No change

Activity

Transactions (Loan repayment / interest repayment)

Fully compliant

2014-06-05

We do publish loan repayments.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-02-01	2014-06-05	Initial date later
Notes	We do publish loan repayments.	We do publish loan repayments.	No change

Related documents

Activity

Activity website

Fully compliant

2014-06-05

We currently capture grantee information that includes the related website. We presently publish the grantee website information on the GatesFoundation.org website and are also planning to publish this information in the IATI XML format.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Fully compliant	Fully compliant	No change
Date	2014-06-01	2014-06-05	Initial date later
Notes	We currently capture grantee information that includes the related website. We presently publish the grantee website information on the GatesFoundation.org website and are also planning to publish this information in the IATI XML format.	We currently capture grantee information that includes the related website. We presently publish the grantee website information on the GatesFoundation.org website and are also planning to publish this information in the IATI XML format.	No change

Activity

Related activity

Not applicable

Although we do have multi-funded projects our reporting is by activity with links related to the specific activity.

Activity

Activity documents

Not publishing now

2014-06-05

We currently do not centrally publish documents related to our activities due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes.

Implementation schedules were amended when information provided was incomplete, not parsed properly or required interpretation.

Component	Initial	Corrected	Change reason
Status	Not publishing now	Not publishing now	No change
Date	None	2014-06-05	Initial date later
Notes	We currently do not centrally publish documents related to our activities due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes.	We currently do not centrally publish documents related to our activities due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes.	No change

Performance

Activity

Conditions (Attached Y/N)

Not publishing now

Special conditions may be attached to our activities which due to concerns of security and safety, privacy, confidentiality, legal privilege, commercial sensitivity and influence on outcomes, we have no present intention of making public.

Activity

Conditions (Text)

Not publishing now

Activity

Results

Not publishing now

Further analysis is required to determine the optimal approach we will adopt in relation to our results data.