2023-11-15T15:14:30-06:00 2022-12-31 135565207 KPMG LLP 550 S HOPE STREET STE 1500 LOS ANGELES CA 90071 990 2022-01-01 813742328 CHAN ZUCKERBERG INITIATIVE ADVOCACY CHAN 6508047100 314 LYTTON AVE PALO ALTO CA 94301 BRIAN MANCA SECRETARY/TREASURER 6508047100 2023-11-15 1 BRIAN MANCA XXX-XX-XXXX 0 DAVID M HIGHFILL P01517891 2139724000 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CRISTINA HUEZO 314 LYTTON AVE PALO ALTO CA 94301 637815 0 X N/A X 2016 CA TO PROMOTE AND BRING ABOUT ADVANCES IN AREAS OF PUBLIC POLICY. 3 3 0 3 0 0 75193208 492356 0 0 4420 145459 0 0 75197628 637815 76253821 35928880 0 0 0 0 0 0 0 1805035 1968389 78058856 37897269 -2861228 -37259454 150347218 80803442 122572765 140489167 27774453 -59685725 TO PROMOTE AND BRING ABOUT ADVANCES IN AREAS OF PUBLIC POLICY. 0 0 37803727 35928880 THE ORGANIZATION PROMOTES PUBLIC POLICY CHANGE THROUGH RESEARCH, EDUCATION, ADVOCACY, GRANTMAKING, AND OTHER ACTIVITIES IN FURTHERANCE OF ITS EXEMPT PURPOSES. THE ORGANIZATION PROMOTES THE GENERAL WELFARE OF INDIVIDUALS AND THEIR COMMUNITIES BY ADVOCATING FOR BENEFICIAL CHANGES IN PUBLIC POLICY. 37803727 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 6508047100 314 LYTTON AVE PALO ALTO CA 94301 X CAITLYN FOX PRESIDENT/DIRECTOR 1.00 0.00 X X 0 0 0 BRIAN MANCA SECRETARY/TREASURER/DIRECTOR 1.00 0.00 X X 0 0 0 CRISTINA HUEZO DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 492356 492356 145459 145459 637815 0 0 145459 35928880 35928880 6670 2584 4086 88656 88656 800 800 1872263 1872263 37897269 37803727 93542 0 187212 82145 22981924 3251583 49010342 49502698 78167740 27967016 150347218 80803442 19769 10024 36931133 17985013 85621863 122494130 122572765 140489167 X -21235889 -109188423 49010342 49502698 27774453 -59685725 150347218 80803442 -37259454 -50200724 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X -49410856 -50200724 152053 -50048671 637815 0 637815 38049322 152053 152053 37897269 0 37897269 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS DESCRIBED IN SECTION 501(C)(4) OF THE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(A) OF THE CODE. HOWEVER, CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL EXCISE TAX EXPENSE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 OR 2021. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. 1 CALIFORNIA YIMBY 717 K STREET 221 SACRAMENTO CA 95814 823159002 501(C)(4) 1500000 0 GENERAL OPERATING SUPPORT FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 501(C)(4) 178880 0 GENERAL OPERATING SUPPORT NPH ACTION FUND 369 PINE ST SUITE 350 SAN FRANCISCO CA 94104 833147694 501(C)(4) 8000000 0 GENERAL OPERATING SUPPORT THE JUST TRUST FOR ACTION 2530 MERIDIAN PKWY 300 DURHAM NC 27713 871260974 501(C)(4) 26250000 0 GENERAL OPERATING SUPPORT 0 4 PART I, LINE 1: ALL POTENTIAL GRANTS ARE REVIEWED FOR GRANTEE'S ELIGIBILITY BASED ON TAX-EXEMPTION AND TYPE OF ORGANIZATION. ALL GRANTS ARE COMPLETED USING A FORMAL GRANT AGREEMENT AND ARE ANALYZED TO DETERMINE WHETHER THEY ARE FOR POLITICAL, ADVOCACY OR OTHER PURPOSES. IN MANY CASES THE ORGANIZATION'S GRANTS MANAGEMENT TEAM HAS ONGOING CONTACT WITH GRANTEES TO MONITOR AND DISCUSS USE OF GRANT FUNDS. CHAN ZUCKERBERG INITIATIVE LLC DESIGNATOR PROGRAMS AND GRANTS - FUNDS ADVANCED IN 2016 THROUGH 2018 X 59903374 65027053 0 1 1 CHAN ZUCKERBERG INITIATIVE LLC DESIGNATOR PROGRAMS AND GRANTS - FUNDS ADVANCED IN 2019 AND 2022 X 55000000 57467077 0 1 1 122494130 FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BYLAWS GIVE THE POWER TO APPOINT DIRECTORS AND SET THE NUMBER OF DIRECTORS TO THE NAMED DESIGNATOR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM. A COPY IS PROVIDED TO EACH DIRECTOR AND COUNSEL FOR REVIEW BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, KEY EMPLOYEES, COMMITTEE MEMBERS, SPOUSES OR DOMESTIC PARTNERS OF ANY OF THE LISTED PEOPLE, AND FORMER OFFICERS, DIRECTORS OR KEY EMPLOYEES WHO SERVED IN SUCH CAPACITY WITHIN THE FIVE PREVIOUS YEARS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A COVERED PERSON MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIPS. ALL NEWLY APPOINTED OR ELECTED BOARD MEMBERS OR OFFICERS SHALL DISCLOSE ALL KNOWN CONFLICTS OF INTEREST AND DISCLOSABLE RELATIONSHIPS UPON ASSUMPTION OF THEIR DUTIES, AND SHOULD A CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP DEVELOP, MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE SUCH ACTUAL OR POSSIBLE CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP. AFTER A POTENTIAL CONFLICT HAS BEEN DISCLOSED, THE BOARD OR COMMITTEE SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE DETERMINES THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THEN IT WILL BE INVESTIGATED AND DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY DIRECTOR, OFFICER, OR EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. CHAN ZUCKERBERG BIOHUB INC 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 1 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 20043 820962378 EDUCATION DE 501(C)(3) LINE 7 N/A 1 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A N/A 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A N/A 1 THE PRIMARY SCHOOL 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) N/A N/A 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 2080000 16648000 0.00010 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FWDUS INC B 178880 GRANT DISCOUNT AMORTIZATION SUPPLEMENTAL DISCLOSURE RELATED TO SCHEDULE R PART II: THE TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R, PART 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. OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. CZI LLC PROVIDES PRO BONO SUPPORT TO THE FILING ORGANIZATION, AND ITS STAFF WHO PROVIDE SUPPORT TO THE FILING ORGANIZATION FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH THE FILING ORGANIZATION HOLDS ITSELF AND ITS SERVICE PROVIDERS. SUPPLEMENTAL DISCLOSURE RELATED TO SCHEDULE R PART IV: META PLATFORMS INC ("META") 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. AMOUNTS REPORTED IN PART IV FOR THE FILING ORGANIZATION'S SHARE OF TOTAL INCOME, SHARE OF END-OF-YEAR ASSETS, AND PERCENTAGE OWNERSHIP OF META ARE ESTIMATED USING PUBLICLY AVAILABLE INFORMATION FROM META'S ANNUAL FILING WITH THE SEC.