2025-11-17T15:11:51-06:00 2024-12-31 135565207 KPMG LLP 550 S HOPE STREET STE 1500 LOS ANGELES CA 90071 990 2024-01-01 813742328 CHAN ZUCKERBERG INITIATIVE ADVOCACY CHAN 6508047100 314 LYTTON AVE PALO ALTO CA 94301 CRISTINA HUEZO PRESIDENT 6508047100 2025-11-17 1 0 KATHRYN J OKIMOTO P00746598 2139724000 2025-11-14 2024 2025-03-06 01:10:19Z CRISTINA HUEZO 314 LYTTON AVE PALO ALTO CA 94301 207440175 0 X N/A X 2016 CA TO PROMOTE AND BRING ABOUT ADVANCES IN AREAS OF PUBLIC POLICY. 3 3 0 4 0 0 51796502 0 0 0 2354451 75998182 0 0 54150953 75998182 60370122 29144865 0 0 0 0 0 0 0 4382984 2945097 64753106 32089962 -10602153 43908220 197641273 32871568 205900187 12020574 -8258914 20850994 TO PROMOTE AND BRING ABOUT ADVANCES IN AREAS OF PUBLIC POLICY. 0 0 31994354 29144865 CHAN ZUCKERBERG INITIATIVE ADVOCACY ("CZIA") 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. 31994354 0 0 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 X CRISTINA HUEZO PRESIDENT 1.00 6.50 X X 0 0 0 LIZ CASTELLANOS SECRETARY/TREASURER (FROM 9/14/24) 1.00 1.00 X X 0 0 0 BRIAN MANCA SECRETARY/TREASURER (THRU 9/23/24) 1.00 1.00 X X 0 0 0 LAURA LAZARUS-GARDNER DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 3555421 3555421 203884754 131441993 72442761 72442761 72442761 75998182 0 0 75998182 29144865 29144865 3526 3526 92082 92082 2849489 2849489 32089962 31994354 95608 0 243410 150006 48043882 32721562 3121424 0 146232557 197641273 32871568 1054 3258 27105135 0 178793998 12017316 205900187 12020574 X -8258914 20850994 -8258914 20850994 197641273 32871568 43908220 -14798312 0 X 0 1 X 1 0 0 X 61274203 -14798312 74333 -14723979 75998182 0 75998182 32164295 74333 74333 32089962 0 32089962 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AND OPERATES AS DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE 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 CZIA'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. CZIA HAS NO UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2024 OR 2023. CZIA FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS, WHICH REFLECTED NO TAX EXPENSE DURING EACH RESPECTIVE YEAR. 1 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 501(C)(4) 2894865 0 GENERAL OPERATING SUPPORT THE JUST TRUST FOR ACTION 2530 MERIDIAN PKWY DURHAM NC 27713 871260974 501(C)(4) 26250000 0 GENERAL OPERATING SUPPORT 0 2 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 CZIA'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 2019, 2022, AND 2023 X 75000000 12017316 0 1 1 12017316 FORM 990, PART VI, SECTION A, LINE 7A CZIA'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 CZIA'S BEST INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 CZIA 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. FORM 990, PART VII, SECTION A, COLUMN E: COMPENSATION HAS BEEN PAID TO OFFICERS LISTED ON PART VII BY AN ENTITY THAT IS NOT LISTED AS A "RELATED ORGANIZATION" ON SCHEDULE R. ALL SERVICES OF THE OFFICERS WERE DONATED FREE OF CHARGE TO CZIA AND NO DEDUCTION WAS SOUGHT FOR SUCH DONATION. 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 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL BAY AREA 750 FARGO AVE 404 SAN LEANDRO CA 94579 844481558 EDUCATION CA 501(C)(3) LINE 2 N/A 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FWDUS INC B 2894865 GRANT PAID/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.