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NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF DECEMBER 31, 2022 AND 2021, AS THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. X X X 1 BITSTEIN LLC 18231 WILD ONION SAN ANTONIO TX 78258 FUNDRAISING 0 0 78000 -78000 CENICOLA CONSULTING LLC 140 RIVERSIDE BLVD 323 NEW YORK NY 10069 FUNDRAISING 0 0 84000 -84000 NEGAR TAYYAR 710 E 22ND STREET 303 OAKLAND CA 94606 FUNDRAISING 0 0 24000 -24000 186000 -186000 CA NY SCHEDULE G. PART IV THE ORGANIZATION RETAINED THE SERVICES OF PROFESSIONAL FUNDRAISERS TO DEVELOP PROSPECTING LISTS AND STRATEGIES TO SUPPORT THE ORGANIZATION IN ITS FUNDRAISING EFFORTS. ALL SOLICITATIONS WERE CONDUCTED BY OR IN PARTNERSHIP WITH THE ORGANIZATION'S STAFF. 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RECORDS. IF GRANTS ARE MADE WITH RESTRICTIVE PURPOSES, THESE RESTRICTIONS ARE ALSO DOCUMENTED. 0 0 0 0 0 0 0 0 0 TODD SCHULTE PRESIDENT 171588 314413 0 4250 0 0 3514 6526 9988 18550 185090 343739 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 129193 192536 0 4250 0 0 8125 12375 12055 18362 149373 227523 0 0 ZOE TOWNS VP OF CRIMINAL JUSTICE REF 114790 209929 0 3250 0 0 7175 13325 4973 9235 126938 235739 0 0 CHRISTOPHER COGER HEAD OF TECHNOLOGY 94700 147024 0 3250 0 0 6760 10726 8117 12880 109577 173880 0 0 TIFFANY LAWRENCE CHIEF HR OFFICER 83103 129758 0 2250 0 0 6004 9537 6923 10997 96030 152542 0 0 FELICITY ROSE VP CRIMINAL JUSTICE 82286 120180 0 3250 0 0 7740 11610 5155 7732 95181 142772 0 0 SURIN RAMKISSOON COO & TREASURER 67593 104586 0 0 0 0 5030 7783 6395 9895 79018 122264 0 0 PART II AS REFLECTED ON SCHEDULE R., FWD.US EDUCATION FUND, INC. SHARES PAID EMPLOYEES WITH FWD.US, INC., A RELATED 501(C)(4) TAX-EXEMPT ORGANIZATION, PURSUANT TO A SHARED SERVICES AGREEMENT BETWEEN THE TWO ORGANIZATIONS. FWD.US, INC. ACTS AS A COMMON PAYMASTER FOR CERTAIN EMPLOYEES OF THE TWO ORGANIZATIONS. CERTAIN EMPLOYEES ALLOCATE THEIR TIME BETWEEN THE TWO ORGANIZATIONS, AND FWD.US EDUCATION FUND, INC. REIMBURSES FWD.US, INC. FOR FWD.US EDUCATION FUND, INC.'S ALLOCABLE SHARE OF SALARY AND BENEFITS EXPENSE. FWD.US EDUCATION FUND, INC. HAS REPORTED THE COMPENSATION AND BENEFITS ATTRIBUTABLE TO IT ON ROW(I) OF THIS SCHEDULE. COMPENSATION ATTRIBUTABLE TO FWD.US, INC. IS REPORTED ON ROW(II) OF THIS SCHEDULE. PART I LINE 3 FWD.US EDUCATION FUND, INC.'S BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS TWO CLASSES OF DIRECTORS. CERTAIN ACTIONS MAY NOT BE TAKEN WITHOUT THE PRIOR WRITTEN CONSENT OR AFFIRMATIVE VOTE OF ONE OF THE CLASSES. FORM 990, PART VI, SECTION A, LINE 6 FWD.US EDUCATION FUND HAS ONE CLASS OF VOTING MEMBERS WITHIN THE MEANING OF DELAWARE GENERAL CORPORATION LAW AND ONE MEMBER WITHIN THAT CLASS. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION MAY APPOINT TWO OF THE ORGANIZATION'S DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE ORGANIZATION MAY APPOINT TWO OF THE ORGANIZATION'S DIRECTORS AND REMOVE THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE REVIEWED BY THE PRESIDENT, CHIEF OPERATING OFFICER, LEGAL COUNSEL, THE AUDIT COMMITTEE, AND COPIES PROVIDED TO ALL DIRECTORS OF THE ORGANIZATION PRIOR TO SUBMITTING TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY APPLIES TO EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEE. THE PRESIDENT REVIEWS THE TRANSACTION AND IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, ADVISES THE BOARD OF DIRECTORS OF APPROPRIATE ACTION WITH REGARD TO THE CONFLICT. A POTENTIALLY CONFLICTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING WHERE THE MATTER IS DELIBERATED, BUT AFTER SUCH PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT IS ESTABLISHED BY A RELATED ORGANIZATION, FWD.US. FWD.US'S BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS. THE DECISION MAKING INCLUDES CONTEMPORANEOUS SUBSTANIATION OF THE DELIBERATION FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G RESEARCH AND POLLING: PROGRAM SERVICE EXPENSES 118,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,800. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 1,811,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,811,516. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 439,524. MANAGEMENT AND GENERAL EXPENSES 126,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 565,871. STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 95,733. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,733. FORM 990, PART XI, LINE 9: RESTRUCTURING OF PLEDGE RECEIVABLE -11,650,484. RETURN OF GRANT FUNDS 305,000. FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 ADVOCATE FOR IMMIGRATION AND CRIMINAL JUSTICE REFORM DE 501(C)(4) CZI LLC 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF CZI LLC 1 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) CZI LLC 1 CHAN ZUCKERBERG BIOHUB 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 CZI LLC 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 CZI LLC 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 SOCIAL WELFARE CA 501(C)(4) CZI LLC 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 CZI LLC 1 THE PRIMARY SCHOOL 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) LINE 2 CZI LLC 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE C 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 FWDUS N 5142492 COST FWDUS O 3093193 COST FWDUS P 5615171 COST META PLATFORMS INC M 10706 STANDARD PRICING FWDUS E 3877923 COST PART II THE TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R, SECTION II ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR COMMON RELATIONSHIP WITH A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC'S ("CZI LLC") MEMBER. OTHER THAN ITS RELATIONSHIP WITH FWD.US, OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. PART IV META PLATFORMS INC IS REPORTED AS A "RELATED ORGANIZATION" FOR IRS FORM 990 REPORTING PURPOSES THROUGH ITS COMMON RELATIONSHIP WITH A MANAGER OF CZI LLC'S MEMBER. META AND THE FILING ORGANIZATION ARE OPERATIONALLY UNRELATED AND SEPARATELY GOVERNED. ONE OF THE MANAGERS OF CZI LLC'S MEMBER ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE ENTITIES REPORTED ON SCHEDULE R. PART VII ONE OF THE MANAGERS OF CHAN ZUCKERBERG INITIATIVE, LLC ("CZI") ALSO HAS A CONTROLLING INTEREST IN SEVERAL PASSIVE INVESTMENT VEHICLES. THESE INVESTMENT VEHICLES, THE TAX-EXEMPT ENTITIES DISCLOSED UNDER PART II ABOVE, AND META PLATFORMS INC AS DISCLOSED UNDER PART IV ABOVE, MAY TECHNICALLY BE CONSIDERED "RELATED ORGANIZATIONS" OF FWD.US EDUCATION FUND FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S MANAGERS, GIVEN CZI'S RELATIONSHIP WITH FWD.US EDUCATION FUND. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL FWD.US EDUCATION FUND.