2024-11-14T08:59:06-06:00 2023-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2023-01-01 811669175 CHAN ZUCKERBERG BIOHUB INC CHAN 4155493300 499 ILLINOIS ST SAN FRANCISCO CA 94158 BEN ROH INTERIM CFO 4155493300 2024-11-14 1 0 ANNE FULTON P00941863 6123974000 2023 2024-10-15 13:58:12Z BEN ROH 499 ILLINOIS ST SAN FRANCISCO CA 94158 1290610523 0 X WWW.CZBIOHUB.ORG X 2016 CA CONDUCT CUTTING EDGE MEDICAL RESEARCH 10 6 225 0 0 0 14330487 1284038212 750912 1968367 891383 4264016 437199 339928 16409981 1290610523 29060304 32363671 0 0 30038105 38807920 0 0 0 31715298 36854897 90813707 108026488 -74403726 1182584035 271112430 1479585206 18118468 44007209 252993962 1435577997 X ACCELERATING SCIENCE THROUGH ITS MISSION TO CURE, PREVENT OR MANAGE ALL DISEASES BY THE END OF THE 21ST CENTURY. 1 0 87510653 32363671 1968367 IN 2023 THE CHAN ZUCKERBERG BIOHUB NETWORK (CZ BIOHUB NETWORK) CONTINUED TO EXPAND ITS WORK. IN MARCH 2023, CZI ANNOUNCED THE CHAN ZUCKERBERG BIOHUB CHICAGO (CZ BIOHUB CHICAGO) WHICH CATALYZES COLLABORATION BETWEEN THE UNIVERSITY OF CHICAGO, NORTHWESTERN UNIVERSITY, AND THE UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN TO DEVELOP NEW TECHNOLOGIES FOR STUDYING AND MEASURING HUMAN BIOLOGY THAT WILL USE EMBEDDED SENSORS AND PROBES TO COLLECT BIOLOGICAL SIGNALS FROM HUMAN TISSUES WITH UNPRECEDENTED RESOLUTION. CZI ANNOUNCED THE CHAN ZUCKERBERG BIOHUB NEW YORK IN OCTOBER 2023, WHICH BRINGS TOGETHER COLUMBIA UNIVERSITY, THE ROCKEFELLER UNIVERSITY, AND YALE UNIVERSITY TO CREATE NEW TECHNOLOGIES TO CHARACTERIZE AND BIOENGINEER IMMUNE CELLS WITH THE ULTIMATE GOAL OF CREATING DISEASE-SPECIFIC "CELLULAR ENDOSCOPES" THAT CAN DETECT EARLY STAGES OF DISEASE IN CELLS, MONITOR CELL CHANGES, AND RESOLVE DISEASES BEFORE THEY BECOME UNTREATABLE. ALSO IN 2023, CZ BIOHUB CHICAGO HELD A LAUNCH EVENT WITH REPRESENTATIVES FROM THE UNIVERSITY OF CHICAGO, NORTHWESTERN UNIVERSITY, AND THE UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN, AS WELL AS CIVIC LEADERS. TOWARDS CZ BIOHUB CHICAGO'S WORK TO CREATE NEW TECHNOLOGIES TO UNDERSTAND INFLAMMATION, IT LAUNCHED ITS FIRST INVESTIGATOR PROGRAM AND ALSO THE SPOKE AWARDS PROGRAM. THE INVESTIGATOR PROGRAM FUNDS SCIENTISTS TO PERFORM HIGH-RISK, HIGH-REWARD RESEARCH ON TOPICS RELATED TO INSTRUMENTED TISSUES AND RESEARCH LINKED TO INFLAMMATION AND THE FUNCTIONS OF THE IMMUNE SYSTEM. SINGLE AND TEAM PROPOSALS WERE SELECTED AFTER A COMPETITIVE PROCESS THAT LED TO 25 PROJECTS AND 48 INVESTIGATORS. INVESTIGATORS WILL ATTEND QUARTERLY INVESTIGATOR MEETINGS, WHICH PROVIDE OPPORTUNITIES TO BUILD COLLABORATIVE EFFORTS BETWEEN PARTNER UNIVERSITIES AND BIOHUB SCIENTISTS AND ENGINEERS, PRESENT PROGRESS FROM ONGOING WORK, AND INTERACT WITH EXTERNAL SPEAKERS.THE SPOKE AWARDS FACILITATE COLLABORATIONS BETWEEN BIOHUB SCIENTISTS & ENGINEERS AND INVESTIGATORS FROM THE THREE PARTNER UNIVERSITIES. PROJECTS WILL DEVELOP INSTRUMENTED TISSUES AND THEIR APPLICATION TO INFLAMMATION AND THE RELATED FUNCTIONS OF THE IMMUNE SYSTEM. THESE FOCUSED ONE-YEAR PROJECTS WILL ESTABLISH PROOF-OF-CONCEPT FOR A VARIETY OF INSTRUMENTED TISSUES, PRODUCE INITIAL DATA SETS SHOWCASING THE INSTRUMENTED TISSUE APPROACH, AND PURSUE COMPUTATIONAL METHODS FOR FURTHER MINING AND DISSEMINATION OF DATA.THE CZ BIOHUB NETWORK ALSO EXPANDED TO INCLUDE THE CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING (CHAN ZUCKERBERG IMAGING INSTITUTE), WHICH DEVELOPS IMAGING HARDWARE AND SOFTWARE TECHNOLOGY TO UNDERSTAND COMPLEX BIOLOGICAL SYSTEMS. THE CHAN ZUCKERBERG IMAGING INSTITUTE, IN PARTNERSHIP WITH CZI'S SCIENCE TECHNOLOGY TEAM, DEVELOPED AND RELEASED THE OPEN SOURCE CRYOET DATA PORTAL TO GIVE BIOLOGISTS AND DEVELOPERS OPEN ACCESS TO HIGH-QUALITY, STANDARDIZED, ANNOTATED DATA THEY CAN READILY USE TO RETRAIN OR DEVELOP NEW ANNOTATION MODELS AND ALGORITHMS. THE CHAN ZUCKERBERG IMAGING INSTITUTE ALSO PURCHASED AND ASSEMBLED ITS FIRST KRIOS MICROSCOPE. ADDITIONALLY, THE CHAN ZUCKERBERG IMAGING INSTITUTE RELEASED SEVERAL OPEN ACCESS TOOLS ON ITS WEBSITE, INCLUDING ARETOMO2, GCTFFIND, AND MOTIONCOR3. THE CHAN ZUCKERBERG BIOHUB SAN FRANCISCO (CZ BIOHUB SF) CELEBRATED ITS 7TH ANNIVERSARY AS A MEDICAL RESEARCH ORGANIZATION. CONSISTENT WITH OUR MISSION, CZ BIOHUB SF CONTINUED TO FOCUS ON LARGE-SCALE SCIENTIFIC INITIATIVES THAT WE ARE UNIQUELY POSITIONED TO SUPPORT AND EXECUTE, EACH ON A MULTI-YEAR TIMELINE:1. INTRAMURAL RESEARCH PROJECTS LED BY CZ BIOHUB SF RESEARCHERS AIMED AT UNDERSTANDING DYNAMIC CELL SYSTEMS ACROSS SCALES IN BOTH HEALTHY AND DISEASED STATES.2. PROGRAMS SUPPORTING SCIENTISTS, PHYSICIANS, AND ENGINEERS AT OUR PARTNER UNIVERSITIES (STANFORD UNIVERSITY; UC SAN FRANCISCO; UC BERKELEY) THROUGH THE CZ BIOHUB SF INVESTIGATOR PROGRAM, PHYSICIANSCIENTIST FELLOWSHIP PROGRAM, AND COLLABORATIVE POSTDOCTORAL FELLOWSHIP PROGRAM.HIGHLIGHTS:-OUR COMPUTATIONAL MICROSCOPY TEAM ANNOUNCED THEIR "MANTIS" MICROSCOPY PLATFORM. WHEN COMBINED WITH CZ BIOHUB SF-CREATED SOFTWARE PACKAGES SHRIMPY AND VISCY, THE SYSTEM ENABLES RAPID HIGH-DIMENSIONAL IMAGING OF MOLECULAR DYNAMICS IN THE CONTEXT OF CELL MORPHOLOGY.-LEVERAGING CELL BIOLOGY, DATA SCIENCE, MASS SPECTROMETRY, GENOMICS, AND VIROLOGY, THE INTRACELLULAR ARCHITECTURE GROUP MAPPED THE SUBCELLULAR LOCALIZATION OF VIRTUALLY ALL CELLULAR PROTEINS. WITH THIS APPROACH THEY WERE ABLE TO SHOW HOW A SARS-RELATED CORONAVIRUS CONSCRIPTS CELLULAR MACHINERY, RELOCATING OVER 600 PROTEINS FROM ONE CELLULAR ORGANELLE TO ANOTHER TO SUPPORT VIRAL REPLICATION.-MEMBERS OF THE ORGANISMAL ARCHITECTURE GROUP TRAVELED TO KRAKOW, POLAND, TO PRESENT CZ BIOHUB SF'S ZEBRAHUB PROJECTAN ATLAS OF EARLY ZEBRAFISH DEVELOPMENT THAT COMBINES STATE-OF-THE-ART LIGHT-SHEET IMAGING AND SINGLE-CELL TRANSCRIPTOMICSAT THE 12TH EUROPEAN ZEBRAFISH MEETING. ZEBRAHUB WAS CITED IN A "METHOD OF THE YEAR" ROUNDUP IN THE JOURNAL NATURE METHODS.-CZ BIOHUB SF INVESTIGATOR CHRIS LOWE, ALONG WITH GRADUATE STUDENT LAURENT FORMERY, PUBLISHED A STUDY IN NATURE THAT UPENDED THE GENERALLY ACCEPTED THEORY OF SEA STAR EVOLUTION AND DEVELOPMENT, PROVIDING A NEW SOLUTION TO A LONG-STANDING PUZZLE IN EVOLUTIONARY/DEVELOPMENTAL BIOLOGY. THE WORK WAS COVERED IN THE WASHINGTON POST, SCIENTIFIC AMERICAN, AND MANY OTHER OUTLETS.-OUR RAPID RESPONSE TEAM HOSTED RESEARCHERS FROM THE MAHIDOL-OXFORD TROPICAL MEDICINE RESEARCH UNIT IN BANGKOK FOR SCHOLARLY EXCHANGE AND TRAINING IN NEXT-GENERATION METAGENOMIC SEQUENCING TECHNIQUES FOR INFECTIOUS DISEASE DIAGNOSIS AND SURVEILLANCE.-CZ BIOHUB SF SENIOR INVESTIGATOR PETER KIM OF STANFORD UNIVERSITY DESIGNED A NOVEL, SHELF-STABLE, LOW-COST COVID-19 NANOPARTICLE VACCINE THAT SUCCESSFULLY NEUTRALIZED ALL SARS-COV-2 VARIANTS OF CONCERN, AND ELICITED AN ANTIBODY RESPONSE 100-FOLD GREATER THAN THAT SEEN WITH MRNA-BASED VACCINES.-OUR PRESIDENT, JOSEPH DERISI, AND COLLEAGUES PUBLISHED A PAPER REPORTING THAT NITROXOLINE, A WELL-TOLERATED DRUG APPROVED IN EUROPE FOR URINARY TRACT INFECTIONS, SUCCESSFULLY TREATED A PATIENT INFECTED WITH BALAMUTHIA MANDRILLARIS, A "BRAIN-EATING AMOEBA." B. MANDRILLARIS INFECTIONS ARE ALMOST ALWAYS FATAL, BUT DERISI SHOWED IN A 2018 SCREENING STUDY THAT NITROXOLINE WAS EFFECTIVE AGAINST THE PARASITE IN THE LAB. 87510653 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 80 0 1 225 1 0 0 0 0 0 0 0 0 0 0 1 0 X 10 6 1 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 CA IL NY OR PA X BEN ROH INTERIM CFO 4155493300 499 ILLINOIS ST SAN FRANCISCO CA 94158 X JOSEPH DERISI DIRECTOR, PRESIDENT CZB SF 40.00 0.00 X X 899509 0 61931 STEPHEN QUAKE PRESIDENT & DIRECTOR 10.00 0.00 X X 302166 0 0 CORI BARGMANN DIRECTOR 2.00 0.00 X 0 0 0 JOHN HENNESSY DIRECTOR (ENDS 11/2023) 2.00 0.00 X 0 0 0 MARK ZUCKERBERG DIRECTOR 2.00 41.00 X 0 0 0 MIKE SCHROEPFER DIRECTOR (STARTS 11/2023) 2.00 0.00 X 0 0 0 PAUL ALIVISATOS DIRECTOR (STARTS 08/2023) 2.00 0.00 X 0 0 0 PRISCILLA CHAN DIRECTOR 2.00 4.00 X 0 0 0 REID HOFFMAN DIRECTOR 2.00 0.00 X 0 0 0 SAM ALTMAN DIRECTOR (STARTS 11/2023) 2.00 0.00 X 0 0 0 SAM HAWGOOD DIRECTOR (STARTS 11/2023) 2.00 0.00 X 0 0 0 VICTOR COLUNGA CFO & TREASURER 40.00 0.00 X 768966 0 54902 MELINDA GRIFFITH SECRETARY, CZB NETWORK/CLO, CZB SF 40.00 0.00 X 717557 0 45257 SANDRA L SCHMID CHIEF SCIENTIFIC OFFICER, CZB SF 40.00 0.00 X 749325 0 42207 SONYA ZILKA CHIEF PEOPLE OFFICER 40.00 0.00 X 662323 0 38708 AMY E HERR CHIEF TECH OFFICER, CZB NETWORK 40.00 0.00 X 641670 0 33909 ROSIO ALVAREZ CHIEF INFORMATION OFFICER 40.00 0.00 X 604832 0 43785 SHANA KELLEY PRESIDENT, CZB CHICAGO 40.00 0.00 X 600427 0 37577 MATTHIAS HAURY ACTING EXEC DIRECTOR & COO, CZII 40.00 0.00 X 411486 0 7551 DAVID ANDREW AGARD FOUNDING SCIENTIFIC DIRECTOR, CZII 40.00 0.00 X 375449 0 30368 CLINTON POTTER FOUNDING TECHNICAL DIRECTOR, CZII 40.00 0.00 X 373568 0 11618 BRIDGET CARRAGHER FOUNDING TECHNICAL DIRECTOR, CZII 40.00 0.00 X 376909 0 6704 WILLIAM BURKHOLDER DIR/SCIENTIFIC PRGM MGMT, CZB SF 40.00 0.00 X 290821 0 61625 ANDREA CALIFANO PRESIDENT, CZ BIOHUB NY 40.00 0.00 X 281648 0 9533 RAFAEL GOMEZ-SJOBERG CHIEF TECHOLOGY OFFICER, CZB SF 40.00 0.00 X 499432 0 69822 CRAIG KAPFER SR DIRECTOR, SCIENTIFIC COMPUTING 40.00 0.00 X 376667 0 48368 ANNETTE PARENT LEAD IP COUNSEL, CZB SF 40.00 0.00 X 358815 0 44510 ASTRID HO CONTROLLER 40.00 0.00 X 303790 0 68176 CHRISTOPHER CHIN NETWORK SECURITY PRINCIPAL ENGR 40.00 0.00 X 332824 0 36376 JIM KARKANIAS CHIEF TECHNOLOGY OFFICER 0.00 0.00 X 192500 0 0 10120684 0 752927 118 1 1 0 DOME CONSTRUCTION CORPORATION 393 EAST GRAND AVE SOUTH SAN FRANCISCO CA 94080 CONSTRUCTION 3295152 ZOE LIFE 400 ABERDEEN LLC DBA FULTON LAB 2100 MCKINNEY AVE STE 800 DALLAS TX 75201 CONSTRUCTION 2500000 ARNOLD & PORTER KAYE SCHOLER LLP 601 MASSACHUSETTS AVE NW WASHINGTON WA 20001 LEGAL SERVICES 1102990 KILPATRICK TOWNSEND 1100 PEACHTREE ST NE STE 2800 ATLANTA GA 30309 LEGAL SERVICES 879191 FULL SRVC TECHNOLOGY SOLUTIONS INC (TEL 39300 CVCCTR DR STE 390 FREMONT CA 94538 PROJECT MANAGEMENT 618917 13 32822517 1251215695 7164029 1284038212 COLLAB PROG.& LICENSE 541700 1968367 1968367 1968367 4264016 4264016 339928 339928 1290610523 1968367 0 4603944 32363671 32363671 8056656 4717338 3339318 192500 192500 22563396 16093356 6470040 3274109 2387091 887018 2800368 1220240 1580128 1920891 1309364 611527 2848334 1441651 1406683 324262 324262 3698185 3148508 549677 28769 1977 26792 5224404 4675609 548795 2135770 789458 1346312 9917865 8155023 1762842 849790 684751 165039 432534 427912 4622 4506895 4211771 295124 258583 20323 238260 LAB SUPPLIES 5207922 5207922 ALL OTHER EXPENSES 829862 20912 808950 MEALS & ENTERTAINMENT 586857 439625 147232 LICENSES & REGISTRATION 4865 1651 3214 108026488 87510653 20515835 0 8211743 9095362 83819723 136662084 155925884 1275341448 495864 1354066 1492771 5427457 51469774 22108385 10981666 29361389 1134735 564098 9050044 21779302 271112430 1479585206 3039831 12127874 6696071 8551517 8382566 23327818 18118468 44007209 X 91156531 156918456 161837431 1278659541 252993962 1435577997 271112430 1479585206 1182584035 0 X 0 1 X 1 0 X AFFILIATED HOSPITALS OF STANFORD STANFORD CA AFFILIATED HOSPITALS OF UCSF SAN FRANCISCO CA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5894446 400395 5494051 45575328 21707990 23867338 29361389 LEASE LIABILITY 23327818 23327818 X 1295688889 5078366 5078366 1290610523 0 1290610523 113104854 5078366 5078366 108026488 0 108026488 PART X, LINE 2: THE BIOHUB IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A MEDICAL RESEARCH ORGANIZATION OPERATED IN CONJUNCTION WITH A HOSPITAL AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE BIOHUB HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2023. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 101189 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 744 NORTH AMERICA 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 323 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 32423 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 81436 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONSULTING SERVICE 66496 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONSULTING SERVICE 1000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CONSULTING SERVICE 3631 0 0 0 0 0 0 287242 0 287242 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL METHOD USED; EXPENDITURES IN REGION. 1 STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 11450044 0 SCIENTIFIC AND MEDICAL RESEARCH UC SAN FRANCISCO PO BOX 0248 SAN FRANCISCO CA 94143 946036493 GOVERNMENT ENTITY 12786641 0 SCIENTIFIC AND MEDICAL RESEARCH UC BERKELEY 2195 HEARST AVE RM 120 MC 1104 BERKELEY CA 94720 946002123 GOVERNMENT ENTITY 5850000 0 SCIENTIFIC AND MEDICAL RESEARCH TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 615 WEST 131ST STREET NEW YORK NY 10027 135598093 501(C)(3) 166667 0 SCIENTIFIC AND MEDICAL RESEARCH THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS 506 S WRIGHT STREET 209 HAB MC 339 URBANA IL 61801 376000511 GOVERNMENT ENTITY 666841 0 SCIENTIFIC AND MEDICAL RESEARCH NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 362167817 501(C)(3) 971739 0 SCIENTIFIC AND MEDICAL RESEARCH UNIVERSITY OF CHICAGO 6054 SOUTH DREXEL AVENUE CHICAGO IL 60637 362177139 501(C)(3) 471739 0 SCIENTIFIC AND MEDICAL RESEARCH 7 PART I, LINE 2: WITH REGARD TO INVESTIGATOR AWARDS UNDER A MASTER COLLABORATION AGREEMENT WITH PARTNERED UNIVERSITIES, THE BIOHUB OBLIGATES THE USE OF THE GIFT FUNDS ONLY FOR THE PURPOSE FOR WHICH THE BIOHUB MAKES THE AWARDS. WE REQUIRE WRITTEN REPORTS CONCERNING THE RESEARCH DONE BY THE RECIPIENTS. THE FUNDS ARE PROVIDED TO THE UNIVERSITIES EMPLOYING THE RECIPIENTS AND THE UNIVERSITIES DISBURSE THE FUNDS ACCORDING TO THEIR POLICIES REGARDING BOTH PROPRIETY AND PROCESS (INCLUDING SUBSTANTIATION). FROM TIME TO TIME, THE BIOHUB MAY ALSO MAKE SMALL DISCRETIONARY GIFTS FOR RESEARCH AND SIMILAR PURPOSES DIRECTLY TO RECIPIENTS WITHOUT THE NEED FOR A WRITTEN PROPOSAL AND WITH LIMITED AND/OR WITHOUT A POST-GRANT REVIEW BY THE BIOHUB. X X X 1 0 0 0 0 0 0 1 0 JOSEPH DERISI DIRECTOR, PRESIDENT CZB SF 616477 0 281100 0 1932 0 30000 0 31931 0 961440 0 0 0 VICTOR COLUNGA CFO & TREASURER 502450 0 255700 0 10816 0 30000 0 24902 0 823868 0 0 0 SANDRA L SCHMID CHIEF SCIENTIFIC OFFICER, CZB SF 508407 0 230250 0 10668 0 30000 0 12207 0 791532 0 0 0 MELINDA GRIFFITH SECRETARY, CZB NETWORK/CLO, CZB SF 485158 0 221731 0 10668 0 30000 0 15257 0 762814 0 0 0 SONYA ZILKA CHIEF PEOPLE OFFICER 435791 0 221000 0 5532 0 30000 0 8708 0 701031 0 0 0 AMY E HERR CHIEF TECH OFFICER, CZB NETWORK 424210 0 216200 0 1260 0 22500 0 11409 0 675579 0 0 0 ROSIO ALVAREZ CHIEF INFORMATION OFFICER 426688 0 172600 0 5544 0 30000 0 13785 0 648617 0 0 0 SHANA KELLEY PRESIDENT, CZB CHICAGO 411605 0 187373 0 1449 0 25472 0 12105 0 638004 0 0 0 RAFAEL GOMEZ-SJOBERG CHIEF TECHOLOGY OFFICER, CZB SF 342924 0 154686 0 1822 0 30000 0 39822 0 569254 0 0 0 CRAIG KAPFER SR DIRECTOR, SCIENTIFIC COMPUTING 293075 0 82050 0 1542 0 30000 0 18368 0 425035 0 0 0 MATTHIAS HAURY ACTING EXEC DIRECTOR & COO, CZII 233369 0 174360 0 3757 0 5957 0 1594 0 419037 0 0 0 DAVID ANDREW AGARD FOUNDING SCIENTIFIC DIRECTOR, CZII 259326 0 107471 0 8652 0 16250 0 14118 0 405817 0 0 0 ANNETTE PARENT LEAD IP COUNSEL, CZB SF 293906 0 60600 0 4309 0 30000 0 14510 0 403325 0 0 0 CLINTON POTTER FOUNDING TECHNICAL DIRECTOR, CZII 263325 0 107471 0 2772 0 0 0 11618 0 385186 0 0 0 BRIDGET CARRAGHER FOUNDING TECHNICAL DIRECTOR, CZII 264104 0 107471 0 5334 0 0 0 6704 0 383613 0 0 0 ASTRID HO CONTROLLER 243226 0 59300 0 1264 0 30000 0 38176 0 371966 0 0 0 CHRISTOPHER CHIN NETWORK SECURITY PRINCIPAL ENGR 271398 0 55238 0 6188 0 30000 0 6376 0 369200 0 0 0 WILLIAM BURKHOLDER DIR/SCIENTIFIC PRGM MGMT, CZB SF 247976 0 39225 0 3620 0 30000 0 31625 0 352446 0 0 0 STEPHEN QUAKE PRESIDENT & DIRECTOR 200000 0 101200 0 966 0 0 0 0 0 302166 0 0 0 ANDREA CALIFANO PRESIDENT, CZ BIOHUB NY 197981 0 80619 0 3048 0 4609 0 4924 0 291181 0 0 0 JIM KARKANIAS CHIEF TECHNOLOGY OFFICER 0 0 0 0 192500 0 0 0 0 0 192500 0 0 0 PART I, LINE 4A DURING 2023, THE ORGANIZATION PAID SEVERANCE TO THE FOLLOWING INDIVIDUALS: JIM KARKANIAS - $192,500 PART I, LINE 7 INCENTIVE COMPENSATION WAS PROVIDED TO CERTAIN PERSONS LISTED ON PART VII OF THE FORM 990. INCENTIVE COMPENSATION WAS PAID BASED ON A FIXED PERCENTAGE OF BASE COMPENSATION, PLUS AN ADDITIONAL DISCRETIONARY PERCENTAGE SUBJECT TO BOARD APPROVAL. CHAN ZUCKERBERG INITIATIVE LLC ENTITY MANAGED BY DIRECTORS MARK ZUCKERBERG AND PRISCILLA CHAN 412446 COLLABORATION REVENUE PAID FROM CZI TO BIOHUB 0 X EQUIPMENT 1 6322517 COST OR SELLING PRIC X COMMON AREA MAINTENANCE 1 840211 COST OR SELLING PRIC 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 2 THE CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING AIMS TO PUSH FORWARD THE DEVELOPMENT AND APPLICATION OF NEW IMAGING TECHNOLOGIES OVER THE NEXT 10 TO 15 YEARS TO OBTAIN DEEP INSIGHTS INTO THE ARCHITECTURE OF COMPLEX BIOLOGICAL SYSTEMS AT THE MOLECULAR LEVEL. THE CZ IMAGING INSTITUTE WILL CREATE BREAKTHROUGH TECHNOLOGIES HARDWARE, SOFTWARE, BIOLOGICAL PROBES, DATA, AND PLATFORMS THAT WILL BE MADE AVAILABLE TO THE SCIENTIFIC COMMUNITY AND ADOPTED WORLDWIDE THROUGH A COMBINATION OF DIRECT ACCESS TO THE INSTITUTE, OPEN SHARING OF ADVANCES, AND COMMERCIAL PARTNERSHIPS. FORM 990, PART VI, SECTION A, LINE 2 DR. CHAN (DIRECTOR) AND MR. ZUCKERBERG (DIRECTOR) HAVE A FAMILY RELATIONSHIP. CORI BARGMANN, STEPHEN QUAKE, DR. CHAN, MR. ZUCKERBERG, SHANA KELLEY, MATTHIAS HAURY, JOE DERISI AND ANDREA CALIFANO HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO CHANGE THE NUMBER OF DIRECTORS OF THE BOARD FROM "TWO" TO NOT LESS THAN ONE." THE BYLAWS WERE ALSO AMENDED TO STATE THAT "ALL DIRECTORS OF THE BOARD SHALL BE DESIGNATED BY CHAN ZUCKERBERG INITIATIVE, LLC." FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES ALL DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR TAX CONSULTANTS. THE DRAFT IS REVIEWED BY THE CFO OF THE ORGANIZATION. THE FORM 990 IS THEN MADE AVAILABLE TO THE BOARD PRIOR TO THE 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BIOHUB AND ALL DISREGARDED ENTITIES. EACH COVERED PERSON MUST DISCLOSE IN WRITING TO THE CHIEF CONFLICTS OFFICER EACH OF HIS OR HER CONFLICTS OF INTEREST, INCLUDING FINANCIAL INTERESTS, WHEN THEY JOIN THE COMPANY. TO ENSURE THAT POTENTIAL CONFLICTS OF INTEREST AND CONFLICTS OF COMMITMENT ARE DISCLOSED, EACH COVERED PERSON IS REQUIRED TO UPDATE THEIR DISCLOSURE QUARTERLY THROUGHOUT THE YEAR AT ANY TIME WHEN HIS OR HER PREVIOUSLY DISCLOSED FINANCIAL INTERESTS CHANGE OR A NEW POTENTIAL CONFLICT OF COMMITMENT OR CONFLICT OF INTEREST ARISES. IN ADDITION, CERTAIN EMPLOYEES AT THE LEVEL OF GROUP OR PLATFORM LEADER OR ABOVE ARE REQUIRED TO FILE UPDATED DISCLOSURE STATEMENTS EACH YEAR. THE BOARD OF DIRECTORS APPROVED THE CONFLICT OF COMMITMENT AND CONFLICT OF INTEREST POLICY FOR THE COMPANY, WHICH OUTLINES THE MECHANISMS FOR IMPLEMENTING THE POLICY. THE CHIEF CONFLICTS OFFICER OR IN SOME INSTANCES, THE BOARD OF DIRECTORS OR A COMMITTEE DESIGNATED BY THE BOARD IS RESPONSIBLE FOR INTERPRETING BOTH CONFLICTS OF COMMITMENT AND CONFLICTS OF INTEREST UNDER THE POLICY. THE CHIEF CONFLICTS OFFICER'S PRIMARY RESPONSIBILITY IS DETERMINING WHETHER A CONFLICT OF COMMITMENT OR CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER THE PROPOSED ACTIVITY OR THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE CONFLICT IS IN THE BEST INTERESTS OF THE BIOHUB AND CAN PROCEED IN A MANNER THAT PROTECTS THE BIOHUB'S FINANCIAL, SCIENTIFIC, AND REPUTATIONAL INTERESTS. WHEN A COVERED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF COMMITMENT OR CONFLICT OF INTEREST UNDER THIS POLICY, THE CHIEF CONFLICTS OFFICER WILL FOLLOW THE REVIEW PROCEDURES OUTLINED IN THE POLICY. A COVERED PERSON MAY NOT ENGAGE IN ANY ACTIVITY THAT GIVES RISE TO A CONFLICT OF COMMITMENT OR A CONFLICT OF INTEREST WITHOUT RECEIVING THE APPROVAL(S) REQUIRED IN THIS POLICY. WITH RESPECT TO ANY CONFLICT OF INTEREST, THE COVERED PERSON WILL BE RECUSED FROM ALL DECISIONS INVOLVING THE ACTIVITY GIVING RISE TO THE CONFLICT, AND THE CHIEF CONFLICTS OFFICER, THE BOARD OF DIRECTORS, OR A COMMITTEE DESIGNED BY THE BOARD WILL DETERMINE WHETHER TO PROCEED WITH THE ACTIVITY NOTWITHSTANDING THE CONFLICT. IF THE COVERED PERSON INVOLVED IN THE POTENTIAL OR ACTUAL CONFLICT UNDER REVIEW IS AN OFFICER OF THE BIOHUB, THE CONFLICT REVIEW PROCEDURES WILL BE PERFORMED BY THE BOARD OF DIRECTORS OR A COMMITTEE DESIGNATED BY THE BOARD, ASSISTED BY THE CHIEF CONFLICTS OFFICER AND, IF REQUESTED BY THE BOARD OR COMMITTEE, OUTSIDE COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE OF THE BOARD REVIEW AND APPROVE THE COMPENSATION OF THE ORGANIZATION'S CO-PRESIDENTS AND OFFICERS. THE PROCESS INCLUDES A REVIEW OF THE COMPENSATION AGAINST COMPARABILITY DATA SURVEY PROVIDED PERIODICALLY BY AN INDEPENDENT COMPENSATION SERVICE. THE APPROVAL PROCESS IS DOCUMENTED CONTEMPORANEOUSLY. THE MOST RECENT COMPARABILITY DATA STUDY WAS COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, DOCUMENTS THAT ARE REQUIRED BY LAW TO BE AVAILABLE FOR PUBLIC INSPECTION WILL BE MADE AVAILABLE. FORM 990, PART VI, SECTION B, LINE 13 & LINE 14 THE WHISTLEBLOWER POLICY AND WRITTEN RETENTION AND DESTRUCTION POLICY APPLY TO THE CHAN ZUCKERBERG BIOHUB, INC. AND ALL THE DISREGARDED ENTITIES. FORM 990, PART VI, SECTION B, LINE 16B BIOHUB HAS EXECUTED CERTAIN WRITTEN COLLABORATION AGREEMENTS IN FURTHERANCE OF ITS EXEMPT MISSION. SUCH CONTRACTS ARE EXECUTED ON TERMS THAT ARE AT ARM'S LENGTH OR MORE FAVORABLE TO BIOHUB. PART VII, SECTION A WHERE 40 HOURS IS LISTED AS HOURS OF SERVICE IN RESPECT OF AN INDIVIDUAL, THIS IS BASED ON AN ESTIMATED FULL-TIME WORK WEEK. ACTUAL HOURS DEVOTED BY THE INDIVIDUAL MAY VARY SIGNIFICANTLY, AND MAY EXCEED THE 40 HOUR ESTIMATE. CZ BIOHUB SF LLC 499 ILLINOIS ST 4TH FLOOR SAN FRANCISCO CA 94158 882010111 MEDICAL RESEARCH DE 615073349 548858530 CHAN ZUCKERBERG BIOHUB INC CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING LLC 3400 BRIDGE PARKWAY REDWOOD CITY CA 94065 882242512 MEDICAL RESEARCH DE 488757898 506052464 CHAN ZUCKERBERG BIOHUB INC CZ BIOHUB CHICAGO LLC 400 NORTH ABERDEEN ST SUITE 800 CHICAGO IL 60642 922259616 MEDICAL RESEARCH DE 207815025 203923572 CHAN ZUCKERBERG BIOHUB INC CZ BIOHUB NEW YORK LLC 650 W 168TH STREET WILLIAM BLACK BU NEW YORK NY 10032 931478843 MEDICAL RESEARCH DE 202924773 202166575 CHAN ZUCKERBERG BIOHUB INC CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(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) 7 N/A 1 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) 7 N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) 2 N/A 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A 1 THE PRIMARY SCHOOL 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) 2 N/A 1 THE PRIMARY SCHOOL BAY AREA 2086 CLARKE AVE EAST PALO ALTO CA 94303 844481558 EDUCATION CA 501(C)(3) 2 N/A 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION C 32822517 CASH OR FAIR VALUE FORM 990, SCHEDULE R, 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. OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. FORM 990, SCHEDULE R, 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.