2025-11-17T16:03:36-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 462223015 FWDUS INC FWDU 4155891222 PO BOX 34506 WASHINGTON DC 20043 TODD SCHULTE PRESIDENT 4155891222 2025-11-14 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-12 2024 2025-03-06 01:10:19Z TODD SCHULTE PO BOX 34506 WASHINGTON DC 20043 12736177 0 X WWW.FWD.US X 2013 DE FWD.US, INC. ORGANIZES CONSTITUENCIES AROUND THE COUNTRY TO SUPPORT POLICY CHANGES THAT CREATE OPPORTUNITY AND UNLOCK AMERICA'S POTENTIAL THROUGH COMPREHENSIVE IMMIGRATION REFORM AND CRIMINAL JUSTICE REFORM. 4 3 84 3 0 0 36750272 12175691 0 0 622131 551679 125322 8807 37497725 12736177 1191958 589500 0 0 7231300 7869236 16000 0 134613 7525837 9468627 15965095 17927363 21532630 -5191186 60051184 55230657 5630694 5516760 54420490 49713897 FWD.US, INC. ORGANIZES CONSTITUENCIES AROUND THE COUNTRY TO SUPPORT POLICY CHANGES THAT CREATE OPPORTUNITY AND UNLOCK AMERICA'S POTENTIAL THROUGH COMPREHENSIVE IMMIGRATION REFORM AND CRIMINAL JUSTICE REFORM. 0 0 13378219 589500 FWD.US, INC. BUILT A GRASSROOTS MOBILIZATION THAT CONNECTS HUNDREDS OF THOUSANDS OF AMERICANS THROUGH A TECHNOLOGY-BASED CAMPAIGN IN SUPPORT OF IMMIGRATION REFORM, AND IN SUPPORT FOR FIXING OUR BROKEN CRIMINAL JUSTICE SYSTEM THROUGH POLICY CHANGE AT THE STATE, FEDERAL, AND LOCAL LEVEL. THIS INCLUDED FACE-TO-FACE EVENTS, ON-LINE COMMUNICATIONS, EARNED MEDIA, PAID MEDIA AND COALITION BUILDING. IN ADDITION, FWD.US, INC. DEVELOPED ON-LINE TECHNOLOGY TO IMPROVE ITS COMMUNICATIONS, ITS PARTICIPANT'S COMMUNICATIONS WITH EACH OTHER, AND THE EFFECTIVENESS OF FWD.US, INC.'S GRASSROOTS MOBILIZATION. 13378219 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 72 0 84 1 0 0 0 0 1 1 0 0 0 X 4 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 1 0 CA NY X BINA SURGEON 4155891222 PO BOX 34506 WASHINGTON DC 20043 TODD SCHULTE PRESIDENT 32.00 18.00 X 299538 164500 51795 ZOE TOWNS EXECUTIVE DIRECTOR & SECRETARY 32.00 18.00 X 260379 140700 45694 MARK DELICH DIRECTOR OF CONGRESSIONAL 38.00 2.00 X 263169 13850 59398 CHRISTOPHER COGER VP, CHIEF DIGITAL OFFICER 26.00 14.00 X 176486 93978 45391 TIFFANY LAWRENCE VP, CHIEF HR OFFICER 26.00 14.00 X 160798 89053 45273 RENA KAREFA-JOHNSON VP, OF NATIONAL INITIATIVES 20.00 20.00 X 117269 113701 27223 BINA SURGEON COO & TREASURER 32.00 18.00 X 140402 79473 26276 JUAN PACHON VP COMMUNICATIONS 25.00 15.00 X 144563 83904 16972 LORELLA PRAELI DIRECTOR 4.00 2.00 X 16250 16250 0 DAVID PLOUFFE DIRECTOR 2.00 2.00 X 0 0 0 ANDREW PINCUS DIRECTOR 4.00 2.00 X 0 0 0 JORDAN FOX DIRECTOR 4.00 2.00 X 0 0 0 1578854 795409 318022 10 0 1 0 PLUS COMMUNICATIONS LLC PO BOX 16504 ALEXANDRIA VA 22302 GRASSROOTS/GRASSTOPS ORGANIZING AND COMM 663937 JUKING THE STATSPATRONAGE 769 LAKEVIEW WAY REDWOOD CITY CA 94062 WEBSITE - ENGINEERING, DESIGN & DEVELOPM 359689 PRECISION STRATEGIES 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 COMMUNICATIONS 348216 INCLUSV LLC 13654 VICTORY BOULEVARD BOX 391 LO LOS ANGELES CA 91401 STRAGETIC CONSULTING 312000 COVINGTON & BURLING LLP ONE CITYCENTER 850 TENTH STREET NW WASHINGTON DC 20001 LEGAL 297526 14 5521732 6653959 12175691 551679 551679 8000 0 8000 8000 8000 OTHER INCOME 900099 807 807 807 12736177 0 0 560486 X 589500 589500 796446 640407 136534 19505 5418406 4298827 1049570 70009 355576 282206 68591 4779 854898 678603 164615 11680 443910 352524 85037 6349 493735 493735 124587 124587 554924 554924 70289 70289 3615821 3364535 251286 247268 247268 226609 159258 64582 2769 939638 739438 193743 6457 792905 629672 151892 11341 841278 466943 374335 305945 242349 63589 7 101277 80427 19401 1449 18713 14860 3585 268 LITIGATION LOSS 1083000 1083000 MEMBERSHIP DUES 19340 19340 BAD DEBT EXPENSE 17138 17138 REGISTRATIONS & LICENSE 16160 16160 17927363 13378219 4414531 134613 2448933 3361940 1392249 11099727 24478272 400000 90537 115163 393967 428329 829182 530621 472822 298561 12530426 23816975 18243978 15709962 60051184 55230657 1402268 2340162 4228426 3176598 5630694 5516760 X 29817218 34191898 24603272 15521999 54420490 49713897 60051184 55230657 -5191186 484593 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 600000 600000 600000 1 1 0 0 SCHEDULE PART I-C FWD.US IS A BIPARTISAN ORGANIZATION AND DOES NOT ENDORSE CANDIDATES OR POLITICAL PARTIES FOR PUBLIC OFFICE, NOR DOES IT ADVOCATE FOR THE ELECTION OR DEFEAT OF PARTICULAR CANDIDATES. OUT OF AN ABUNDANCE OF CAUTION, THE ORGANIZATION HAS REPORTED A PORTION OF ISSUE ADVOCACY EXPENSES AS INDIRECT POLITICAL EXPENDITURE DUE TO PRESENCE OF IMMIGRATION AND CRIMINAL JUSTICE POLICY DISCUSSIONS IN THE 2024 ELECTION CYCLE. 401834 178523 223311 427348 352098 75250 298561 SECURITY DEPOSITS 80506 DUE FROM RELATED PARTY 13050309 RIGHT OF USE ASSET 2579147 15709962 LEASE LIABLITY 3176598 3176598 X PART X, LINE 2: NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF DECEMBER 31, 2024 AND 2023, 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. 1 AMERICAN CIVIL LIBERTIES UNION OF MARYLAND 3600 CLIPPER MILL ROAD STE 200 BALTIMORE MD 21211 520746271 501(C)4 10000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT AUSTIN CHAMBER OF COMMERCE 535 EAST 5TH STREET AUSTIN TX 78701 740492475 501(C)6 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT CENTER FOR COMMUNITY ALTERNATIVES INC 115 EAST JEFFERSON STREET SUITE 200 SYRACUSE NY 13202 161395992 501(C)3 25000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT CHURCH WORLD SERVICE INC 28606 PHILLIPS STREET PO BOX 968 ELKHART IN 46515 134080201 501(C)3 40000 0 N/A N/A IMMIGRATION ADVOCACY GRANT COLLECTIVE FUTURE 2101 L STREET NW SUITE 300 WASHINGTON DC 20037 823079496 501(C)4 25000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT DEFENDING DEMOCRACY TOGETHER INSTITUTE 1100 VERMONT AVENUE NORTHWEST 10TH FLOOR WASHINGTON DC 20005 831567380 501(C)3 25000 0 N/A N/A IMMIGRATION ADVOCACY GRANT EL PASO CHAMBER OF COMMERCE 303 NORTH OREGON STREET SUITE 610 EL PASO TX 79901 740607720 501(C)6 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT FUSION PARTNERSHIPS INC 1601 GUILFORD AVENUE 2 SOUTH BALTIMORE MD 21202 522148413 501(C)3 15000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT GEORGIA CHAMBER OF COMMERCE 270 PEACHTREE STREET NW SUITE 2200 ATLANTA GA 30303 581537370 501(C)6 6500 0 N/A N/A IMMIGRATION ADVOCACY GRANT GEORGIA HISPANIC CHAMBER OF COMMERCE 270 PEACHTREE STREET NW SUITE 2200 ATLANTA GA 30303 581948935 501(C)6 7000 0 N/A N/A IMMIGRATION ADVOCACY GRANT GREATER HOUSTON PARTNERSHIP 701 AVENIDA DE LAS AMERICAS HOUSTON TX 77010 760267896 501(C)6 20000 0 N/A N/A IMMIGRATION ADVOCACY GRANT GREATER SAN ANTONIO CHAMBER OF COMMERCE 602 EAST COMMERCE STREET SAN ANTONIO TX 78205 740878900 501(C)6 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT KAIROS DEMOCRACY FUND 1 BRUCKNER BOULEVARD THE BRONX NY 10454 991201105 501(C)3 20000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT MOMSRISING TOGETHER 3717 BOSTON ST 313 BALTIMORE MD 21224 204448446 501(C)4 25000 0 N/A N/A IMMIGRATION ADVOCACY GRANT NATIONAL REDISTRICTING ACTION FUND 2045 W GRAND AVE STE B 31638 CHICAGO IL 60612 820738281 501(C)4 25000 0 N/A N/A IMMIGRATION ADVOCACY GRANT NORTH TEXAS COMMISSION 8445 FREEPORT PARKWAY SUITE 640 IRVING TX 75063 461234510 501(C)6 30000 0 N/A N/A IMMIGRATION ADVOCACY GRANT RIO GRANDE VALLEY PARTNERSHIP 322 SOUTH MISSOURI AVENUE WESLACO TX 78596 741012454 501(C)6 20000 0 N/A N/A IMMIGRATION ADVOCACY GRANT STATE POLICY INSTITUTE 1090 VERMONT AVENUE NW SUITE 750 WASHINGTON DC 20005 834143727 501(C)4 20000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS ASSOCIATION OF BUSINESS 316 W 12TH STREET 200 AUSTIN TX 78701 740944130 501(C)6 35000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS BUSINESS LEADERSHIP COUNCIL 515 CONGRESS AVE SUITE 2240 AUSTIN TX 78701 752580060 501(C)6 30000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS NURSERY & LANDSCAPE ASSOCIATION 7730 S IH 35 FRONTAGE RD 6621 AUSTIN TX 78745 741192009 501(C)6 40000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS RESTAURANT ASSOCIATION PO BOX 1429 AUSTIN TX 78767 740921350 501(C)6 50000 0 N/A N/A IMMIGRATION ADVOCACY GRANT HOUSE MAJORITY FORWARD 1029 VERMONT AVE NW SUITE 300 WASHINGTON DC 20005 834185105 501(C)4 60000 0 N/A N/A IMMIGRATION EDUCATION GRANT 5 18 PART I, LINE 2: WHEN A GRANT IS MADE FOR GENERAL PURPOSES, THE ORGANIZATIONS' NAME, GRANT AMOUNT, CONTACT INFORMATION AND TAX EXEMPT STATUS IS MAINTAINED IN FWD.US, INC.'S RECORDS. IF GRANTS ARE MADE WITH RESTRICTIVE PURPOSES, THESE RESTRICTIONS ARE ALSO DOCUMENTED. 1 X X 0 0 0 0 0 0 0 0 0 TODD SCHULTE PRESIDENT 297538 164500 2000 0 0 0 8908 4892 24526 13469 332972 182861 0 0 ZOE TOWNS EXECUTIVE DIRECTOR & SECRETARY 258379 140700 2000 0 0 0 11253 6081 18411 9949 290043 156730 0 0 MARK DELICH DIRECTOR OF CONGRESSIONAL 261169 13850 2000 0 0 0 15789 831 40639 2139 319597 16820 0 0 CHRISTOPHER COGER VP, CHIEF DIGITAL OFFICER 174486 93978 2000 0 0 0 10303 5486 19316 10286 206105 109750 0 0 TIFFANY LAWRENCE VP, CHIEF HR OFFICER 158798 89053 2000 0 0 0 9340 5173 19796 10964 189934 105190 0 0 RENA KAREFA-JOHNSON VP, OF NATIONAL INITIATIVES 115269 113701 2000 0 0 0 1682 1630 12140 11771 131091 127102 0 0 BINA SURGEON COO & TREASURER 138402 79473 2000 0 0 0 8563 4847 8216 4650 157181 88970 0 0 JUAN PACHON VP COMMUNICATIONS 142563 83904 2000 0 0 0 0 0 10739 6233 155302 90137 0 0 PART II AS REFLECTED ON SCHEDULE R., FWD.US, INC. SHARES PAID EMPLOYEES WITH FWD.US EDUCATION FUND, INC., A RELATED 501(C)(3) 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, INC. HAS REPORTED THE COMPENSATION AND BENEFITS ATTRIBUTABLE TO IT ON ROW (I) OF THIS SCHEDULE. COMPENSATION ATTRIBUTABLE TO FWD.US EDUCATION FUND, INC. IS REPORTED ON ROW (II) OF THIS SCHEDULE. 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 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 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS. IN ADDITION, THE BOARD OF DIRECTORS REVIEW COMPENSATION FOR OTHER OFFICERS AND CERTAIN KEY EMPLOYEES. THE DECISION MAKING INCLUDES CONTEMPORANEOUS SUBSTANIATION OF THE DELIBERATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH AND POLLING: PROGRAM SERVICE EXPENSES 134,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,500. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 2,471,987. MANAGEMENT AND GENERAL EXPENSES 54,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,525,987. POLICYMAKER CONTACT TOOLS: PROGRAM SERVICE EXPENSES 13,275. MANAGEMENT AND GENERAL EXPENSES 82,232. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,507. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 744,773. MANAGEMENT AND GENERAL EXPENSES 90,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 834,773. STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,054. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,054. COUNCIL FOR AMERICAN JOB GROWTH LLC 410 1ST STREET SE STE 310 WASHINGTON DC 20003 462488181 IMMIGRATION REFORM DE 0 114646 FWDUS INC AMERICANS FOR CONSERVATIVE DIRECTION LLC 1826 JEFFERSON PLACE NW WASHINGTON DC 20036 462461564 IMMIGRATION REFORM DE 0 549787 FWDUS INC FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 20043 820962378 EDUCATE THE PUBLIC ABOUT IMMIGRATION AND CRIMINAL JUSTICE POLICY AND REFORM DE 501(C)(3) LINE 7 N/A 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 1 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A 1 CHAN ZUCKERBERG BIOHUB INC 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 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 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 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 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FWDUS EDUCATION FUND INC N 284568 COST FWDUS EDUCATION FUND INC O 5163318 COST FWDUS EDUCATION FUND INC Q 2000000 COST CHAN ZUCKERBERG INITIATIVE ADVOCACY C 5521732 GRANT PAID/DISCOUNT AMORTIZATION PART V THE AMOUNTS REPORTED FOR LINES N AND O IN PART V INCLUDE AMOUNTS IN PART V DESCRIBED IN LINES Q AND L. 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 CZI LLC'S MEMBER. OTHER THAN ITS RELATIONSHIP WITH FWD.US EDUCATION FUND INC, OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. PART II ON APRIL 6, 2025, THE FILING ORGANIZATION AMENDED AND RESTATED ITS BYLAWS, REMOVING CZI, LLC AS ITS MEMBER. EXCEPT FOR FWD.US EDUCATION FUND, INC., THE ORGANIZATIONS LISTED ON SCHEDULE R, PARTS II AND IV, ARE NO LONGER RELATED TO THE FILING ORGANIZATION. 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 CZI LLC 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 FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI LLC'S MANAGERS, GIVEN CZI LLC'S RELATIONSHIP WITH FWD.US. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL FWD.US.