CHAN ZUCKERBERG INITIATIVE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHAN ZUCKERBERG INITIATIVE FOUNDATION (EIN 45-5002209)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349105551
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:44:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S HOPE STREET STE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455002209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG INITIATIVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 6508047100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZ CASTELLANOS | PersonNm |
| Person Title | FINANCE OFFICER | PersonTitleTxt |
| Phone | 6508047100 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M HIGHFILL | PreparerPersonNm |
| PTIN | P01517891 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,319,675,100 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,817,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,845,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,198,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,696,629,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,150,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,488,189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,314,101 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $234,504,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,682,379 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,150,911 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,982,896 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,028,683 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,327,930 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $412,010 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $248,328 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $422,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $125,134 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $115,977 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,918,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $986,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,228,790 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $84,722 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $84,722 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,986,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,742 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $534,887 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $625,565 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $890,154 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$6,511,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,802,464 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $616,958 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,662,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,999,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,411,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,960,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,638,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,622,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,999,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,049,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,881,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,683,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,116,121 | CashBOYAmt |
| Cash EOY | $21,918,409 | CashEOYAmt |
| Cash EOYFMV | $21,918,409 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $676,574,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $843,322,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $843,322,654 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,726,298 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,035,911 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,726,298 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,726,298 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,253,065 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $401,112 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $401,112 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $127,593,573 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $145,442,461 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $145,442,461 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $301,801,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $600,211,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $600,211,742 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,260,143,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,659,203,046 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,659,203,046 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $45,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,855 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,289 | LandBOYAmt |
| Land EOY | $41,351 | LandEOYAmt |
| Land EOYFMV | $41,351 | LandEOYFMVAmt |
| Other Assets BOY | $35,921,877 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,408,027 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,408,027 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,412,475,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,319,675,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,319,675,100 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,742,589 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,170,173 | AccountsPayableEOYAmt |
| Grants Payable BOY | $595,346,765 | GrantsPayableBOYAmt |
| Grants Payable EOY | $493,257,047 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $75,113,614 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $102,313,845 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $679,202,968 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $609,741,065 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,733,272,814 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,709,934,035 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,733,272,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,709,934,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,412,475,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,319,675,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,733,272,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,881,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $870,753,180 | OtherIncreasesAmt |
| Subtotal | $5,710,907,101 | SubtotalAmt |
| Other Decreases | $973,066 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,709,934,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-31 | 2023-12-31 | $1,318,057,623 | $1,048,747,571 | $269,310,052 | $269,310,052 | |
| ALTERNATIVE INVESTMENTS | 2020-12-31 | 2023-12-31 | $378,571,928 | $348,731,096 | $29,840,832 | $29,840,832 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,150,884 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,374,097 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,374,097 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,374,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,607,321 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,607,321 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,233,224 | OverpaymentAmt |
| Applied To ES Tax | $8,233,224 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508047100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK ZUCKERBERG | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN MANCA | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | FINANCE OFFICER | 1.00 | $0 | $0 | $0 |
| MATTHIAS HAURY | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | COO AND ACTING ED, CZII | 40.00 | $0 | $0 | $0 |
| VICTOR COLUNGA | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | INTERIM TREASURER AND CFO, CZII | 1.00 | $0 | $0 | $0 |
| LEXI PEACOCK | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SECRETARY, CZII | 1.00 | $0 | $0 | $0 |
| STEPHANIE OTTE | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | DIRECTOR, CZII | 10.00 | $0 | $0 | $0 |
| PHIL SMOOT | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | DIRECTOR, CZII | 1.00 | $0 | $0 | $0 |
| MARC MALANDRO | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | DIRECTOR, CZII | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT BROWN | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | DIRECTOR, ENGINEERIN | 40.00 | $654,428 | $60,086 | $0 |
| TANIA SIMONCELLI | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | VICE PRESIDENT, SCIE | 40.00 | $611,692 | $50,560 | $0 |
| KATJA BROSE | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SENIOR SCIENCE PROGR | 40.00 | $600,207 | $50,560 | $0 |
| STEPHANI OTTE | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SCIENCE PROGRAM OFFI | 40.00 | $574,521 | $55,292 | $0 |
| JONAH COOL | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SCIENCE PROGRAM OFFI | 40.00 | $555,684 | $33,108 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 141 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| DELOITTE INC | ||||||||||
| 8 ADELAIDE ST WEST STE 200 | TORONTO | ONTARIO | CA | M5H0A9 | SOFTWARE DEVELOPMENT | $1,989,833 | ||||
| CHAN ZUCKERBERG BIOHUB | ||||||||||
| CONSULTING | $1,260,000 | 499 ILLINOIS ST | SAN FRANCISCO | CA | 94158 | |||||
| QUANSIGHT LLC | ||||||||||
| SOFTWARE DEVELOPMENT | $1,172,493 | 8656 W HIGHWAY 71 BLDG F200 | AUSTIN | TX | 78735 | |||||
| APEX SYSTEMS LLC | ||||||||||
| CONTRACTOR | $1,112,687 | 4400 COX ROAD STE 200 | GLEN ALLEN | VA | 23060 | |||||
| CELLARITY INC | ||||||||||
| SOFTWARE DEVELOPMENT | $610,000 | 101 SOUTH ST 6TH FL | SOMERVILLE | MA | 02143 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 35 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO CURE, PREVENT, OR MANAGE ALL DISEASE BY THE END OF THE CENTURY, FOUNDATION PERSONNEL BUILD AND SUPPORT A VARIETY OF TRANSFORMATIVE TECHNOLOGIES IN PARTNERSHIP WITH THE SCIENTIFIC COMMUNITY AND FOSTER INTERDISCIPLINARY RESEARCH COLLABORATIONS. MAJOR AREAS OF THIS WORK INCLUDE IMAGING TECHNOLOGIES CAPABLE OF BETTER OBSERVING BIOLOGICAL PROCESSES; SINGLE-CELL TECHNOLOGIES TO ENABLE SCIENTISTS TO BETTER AND MORE QUICKLY UNDERSTAND HOW DISEASES MANIFEST IN THE BODY; OPEN SOURCE PLATFORMS THAT ACCELERATE THE DETECTION, IDENTIFICATION, AND TRACKING OF INFECTIOUS DISEASE; AND A RESEARCH DISCOVERY TOOL POWERED BY MACHINE LEARNING. | Description1Txt |
| Expenses1 | $63,411,033 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $434,696,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $629,633,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,963,242,677 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,027,572,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,027,572,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,413,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,937,158,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,857,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,857,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,374,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,374,097 | TotalTaxAmt |
| Distributable Before Adj | $292,483,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,308,886 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,792,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,792,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,049,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $6,533,189 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $222,582,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,792,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,596,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,582,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,596,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,986,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $206,806,524 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK ZUCKERBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARR CENTER | ||||||||||||
| PO BOX 249 2355 FAIRVIEW AVE | ROSEVILLE | MN | 55430 | PC | TO IMPROVE PROCUREMENT FOR EVIDENCE-BASED PRACTICES THAT SUPPORT TEACHER AND STUDENT RELATIONSHIPS IN SCHOOLS | $500,000 | ||||||
| CAJON VALLEY UNION SCHOOL DISTRICT | ||||||||||||
| 750 E MAIN ST | EL CAJON | CA | 92020 | GOV | TO SUPPORT THE DEVELOPMENT OF ASSESSMENTS AND INTEROPERABLE DATA VISUALIZATION TOOLS THAT HELP THE DISTRICT UNDERSTAND PROGRESS TOWARDS THEIR GOALS | $300,000 | ||||||
| CARBON180 | ||||||||||||
| 1140 3RD ST NE | WASHINGTON | DC | 20002 | PC | FOR GENERAL OPERATING SUPPORT | $1,333,334 | ||||||
| CHAN ZUCKERBERG BIOHUB INC | ||||||||||||
| 499 ILLINOIS ST 4TH FLOOR | SAN FRANCISCO | CA | 94158 | PC | TO SUPPORT THE PURCHASE AND MAINTENANCE OF HIGH-PERFORMANCE COMPUTER HARDWARE TO APPLY ADVANCES IN LARGE LANGUAGE MODELS AND ARTIFICIAL INTELLIGENCE TO BIOMEDICAL RESEARCH | $21,000,000 | ||||||
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | ||||||||||||
| 1731 EAST 120TH ST | LOS ANGELES | CA | 90059 | PC | TO ENGAGE HISTORICALLY BLACK MEDICAL COLLEGES (HBMCS) AND THE COMMUNITIES THEY SERVE TO ADDRESS SIGNIFICANT GAPS IN GENOMICS RESEARCH, CREATE NEW TOOLS AND METHODS TO PREVENT AND TREAT DISEASE, AND ACCELERATE PRECISION HEALTH FOR EVERYONE | $2,300,000 | ||||||
| CHILD TRENDS | ||||||||||||
| 12300 TWINBROOK PKWY STE 235 | ROCKVILLE | MD | 20852 | PC | TO SUPPORT EVALUATION FOR AND IMPLEMENTATION OF STRONG LOGIC MODELS TO GENERATE EVIDENCE ALIGNED TO ESSA TIER 3 IN ORDER TO BEST SERVE SCHOOLS AND STUDENTS | $560,500 | ||||||
| COALITION OF SCHOOLS EDUCATING BOYS OF COLOR INC | ||||||||||||
| 255 MAIN ST | CAMBRIDGE | MA | 02142 | PC | FOR GENERAL OPERATING SUPPORT | $611,000 | ||||||
| COLD SPRING HARBOR LABORATORY | ||||||||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | PC | TO IMPROVE THE SUSTAINABILITY AND CAPACITY OF BIORXIV AND MEDRXIV FOR MAKING PREPRINTS THE PRIMARY VEHICLE OF DISSEMINATION IN BIOMEDICINE AND BECOMING ESSENTIAL PLATFORMS FOR COMMUNITY REVIEW AND DISCUSSION | $2,000,000 | ||||||
| COMMON COUNSEL FOUNDATION | ||||||||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | PC | FOR THE CALIFORNIA COMMUNITY OWNERSHIP FOR COMMUNITY POWER POOLED FUND | $1,550,000 | ||||||
| CZ BIOHUB CHICAGO LLC | ||||||||||||
| 499 ILLINOIS ST 4TH FLOOR | SAN FRANCISCO | CA | 94158 | PC | TO SUPPORT CHAN ZUCKERBERG BIOHUB CHICAGO AND ADVANCE ITS GOAL OF PURSUING GRAND SCIENTIFIC CHALLENGES | $3,500,000 | ||||||
| CZ BIOHUB NEW YORK LLC | ||||||||||||
| 499 ILLINOIS ST 4TH FLOOR | SAN FRANCISCO | CA | 94158 | PC | TO SUPPORT CHAN ZUCKERBERG BIOHUB NEW YORK AND ADVANCE ITS GOAL OF PURSUING GRAND SCIENTIFIC CHALLENGES | $2,000,000 | ||||||
| DATA QUALITY CAMPAIGN | ||||||||||||
| 1341 G ST NW STE 700 | WASHINGTON | DC | 20005 | PC | FOR GENERAL OPERATING SUPPORT | $600,000 | ||||||
| EDUCATION LEADERS OF COLOR INC | ||||||||||||
| 3680 WILSHIRE BLVD STE P-04-1052 | LOS ANGELES | CA | 90010 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| EQUAL OPPORTUNITY SCHOOLS | ||||||||||||
| 130 NICKERSON ST STE 200 | SEATTLE | WA | 98109 | PC | TO SUPPORT AND EXPAND A MULTI-YEAR REDESIGN OF THE ACTION FOR EQUITY (A4E) SURVEY AND STUDENT INSIGHT CARD | $1,400,000 | ||||||
| FELLOWSHIP FOR RACE & EQUITY IN EDUCATION | ||||||||||||
| 4828 ILLINOIS AVE NW | WASHINGTON | DC | 20011 | PC | FOR GENERAL OPERATING SUPPORT | $500,000 | ||||||
| FLOURISH AGENDA | ||||||||||||
| 1714 FRANKLIN ST STE 100-321 | OAKLAND | CA | 94612 | PC | TO DOCUMENT A RANGE OF CULTURALLY BASED HEALING STRATEGIES THAT EXIST IN COMMUNITIES OF COLOR AND BUILD ONLINE TOOLS, BOTH WEB AND/OR MOBILE-BASED, FOR EDUCATIONAL PRACTITIONERS, EVALUATORS, AND RESEARCHERS TO ASSESS THE IMPACT OF SOCIAL EMOTIONAL GROWTH | $300,000 | ||||||
| FPF EDUCATION AND INNOVATION FOUNDATION | ||||||||||||
| 1350 I ST NW STE 350 | WASHINGTON | DC | 20005 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT | ||||||||||||
| 2801 21ST AVE S | MINNEAPOLIS | MN | 55407 | PC | FOR CORE SUPPORT OF THE CARBON MANAGEMENT PROGRAM | $643,750 | ||||||
| GREATSCHOOLS INC | ||||||||||||
| 2201 BROADWAY 4TH FLOOR | OAKLAND | CA | 94612 | PC | TO SUPPORT THE INCORPORATION OF NEW MEASURES AND DIVERSIFYING COMMUNITY VOICES | $500,000 | ||||||
| GRIPTAPE INC | ||||||||||||
| 60 PARK TERRACE WEST A21 | NEW YORK | NY | 10034 | PC | FOR GENERAL OPERATING SUPPORT | $700,000 | ||||||
| HOWARD UNIVERSITY | ||||||||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | PC | TO ENGAGE HISTORICALLY BLACK MEDICAL COLLEGES (HBMCS) AND THE COMMUNITIES THEY SERVE TO ADDRESS SIGNIFICANT GAPS IN GENOMICS RESEARCH, CREATE NEW TOOLS AND METHODS TO PREVENT AND TREAT DISEASE, AND ACCELERATE PRECISION HEALTH FOR EVERYONE | $2,300,000 | ||||||
| HUMAN CELL ATLAS INC | ||||||||||||
| 415 MAIN ST | CAMBRIDGE | MA | 02142 | PC | FOR GENERAL OPERATING SUPPORT | $300,000 | ||||||
| HUMAN CELL ATLAS INC | ||||||||||||
| 415 MAIN ST | CAMBRIDGE | MA | 02142 | PC | TO SUPPORT AN ECOSYSTEM OF INFRASTRUCTURE AND ANALYSIS THAT ACCELERATES DELIVERY AND ACCESS FOR THE FIRST DRAFT HUMAN CELL ATLAS | $1,700,000 | ||||||
| INDEPENDENT SCHOOL DISTRICT NO 535 | ||||||||||||
| 615 7TH ST SW | ROCHESTER | MN | 55902 | GOV | TO SUPPORT A RESEARCH-TO-PRACTICE PARTNERSHIP THAT ALIGNS WITH THE IMPLEMENTATION OF THE DISTRICT'S REFRESHED STRATEGIC PLAN | $363,160 | ||||||
| INSTRUCTION PARTNERS | ||||||||||||
| 604 GALLATIN AVE STE 202 | NASHVILLE | TN | 37206 | PC | TO SUPPORT RESEARCH PARTNERSHIPS WITH SCHOOL DISTRICTS AS THEY ELEVATE STUDENT VOICE | $365,000 | ||||||
| KINGMAKERS OF OAKLAND | ||||||||||||
| 745 ARIMO AVE | OAKLAND | CA | 94610 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| LATINOS FOR EDUCATION INC | ||||||||||||
| 275 PAYSON RD | BELMONT | MA | 02478 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| LOCUS IMPACT INVESTING | ||||||||||||
| 7814 CAROUSEL LN | RICHMOND | VA | 23294 | PC | TO SUPPORT THE OPERATIONS AND MANAGEMENT OF THE COMMUNITY INVESTMENT GUARANTEE POOL | $70,000 | ||||||
| MEHARRY MEDICAL COLLEGE | ||||||||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | PC | TO ENGAGE HISTORICALLY BLACK MEDICAL COLLEGES (HBMCS) AND THE COMMUNITIES THEY SERVE TO ADDRESS SIGNIFICANT GAPS IN GENOMICS RESEARCH, CREATE NEW TOOLS AND METHODS TO PREVENT AND TREAT DISEASE, AND ACCELERATE PRECISION HEALTH FOR EVERYONE | $2,300,000 | ||||||
| NACA INSPIRED SCHOOLS NETWORK | ||||||||||||
| 1000 INDIAN SCHOOL RD NW | ALBUQUERQUE | NM | 87104 | PC | TO BUILD OUT LAND-BASED HEALING AND LEARNING PRACTICES, SUPPORT IMPLEMENTATION ACROSS NACA-INSPIRED SCHOOLS NETWORK SCHOOLS, AND EVALUATE IMPACT | $350,000 | ||||||
| NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS INC | ||||||||||||
| 1525 WILSON BLVD STE 700 | ARLINGTON | VA | 22209 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| NATIONAL CENTER FOR CIVIC INNOVATION INC | ||||||||||||
| 121 SIXTH AVE | NEW YORK | NY | 10013 | PC | TO SUPPORT THE STRATEGIC PLANNING, STARTUP OPERATIONS AND FIELD-BUILDING PROGRAMS OF THE CENTER FOR MEASUREMENT JUSTICE | $1,500,000 | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02140 | PC | TO SEED OPPORTUNITY INSIGHTS, A NEW RESEARCH AND POLICY INSTITUTE FOCUSED ON IMPROVING ECONOMIC OPPORTUNITY FOR PEOPLE ACROSS THE COUNTRY | $2,500,000 | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02140 | PC | FOR THE KEMPNER INSTITUTE FOR THE STUDY OF NATURAL AND ARTIFICIAL INTELLIGENCE AT HARVARD UNIVERSITY | $30,000,000 | ||||||
| PROJECT EVIDENT INC | ||||||||||||
| 185 DARTMOUTH ST | BOSTON | MA | 02116 | PC | TO PROVIDE TECHNICAL ASSISTANCE THAT SUPPORTS DISTRICTS IN GATHERING ACTIONABLE EVIDENCE TO IDENTIFY, PLAN, DIAGNOSE AND IMPLEMENT SYSTEM-LEVEL PRACTICE SHIFTS | $1,032,859 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||||||
| 1608 FOURTH ST | BERKELEY | CA | 94720 | GOV | TO SUPPORT RESEARCH AT THE INNOVATIVE GENOMICS INSTITUTE TO ENHANCE THE NATURAL ABILITY OF PLANTS AND SOIL MICROBES TO CAPTURE AND STORE CARBON TO MEET THE SCALE OF THE CLIMATE CHANGE PROBLEM | $3,000,000 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||||
| 420 WESTWOOD PLAZA 4121 ENGINEERING | LOS ANGELES | CA | 90095 | GOV | TO SUPPORT THE INSTITUTE FOR CARBON MANAGEMENT FOR SEACHANGE, ELECTROCHEMICAL DIRECT AIR CAPTURE, AND LOW-TEMP PORTLANDITE CARBON REMOVAL PROJECTS, INCLUDING RESEARCH, DEVELOPMENT, AND SCALING TO MARKET | $7,000,000 | V | |||||
| RESOLVE TO SAVE LIVES INC | ||||||||||||
| 85 BROAD ST STE 1626 | NEW YORK | NY | 10004 | PC | FOR GENERAL OPERATING SUPPORT | $5,000,000 | ||||||
| RICHMOND NEIGHBORHOOD HOUSING SERVICES INC | ||||||||||||
| 12972 SAN PABLO AVE | RICHMOND | CA | 94805 | PC | TO PROVIDE CREDIT ENHANCEMENT, IN THE FORM OF RECOVERABLE GRANT DOLLARS, TO SUPPORT HOMEOWNERS IN OVERCOMING FINANCIAL BARRIERS TO BUILDING AN ACCESSORY DWELLING UNIT | $40,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 6 W 48TH ST | NEW YORK | NY | 10036 | PC | FOR THE DEVELOPING A FRAMEWORK FOR PRACTITIONERS: FACILITATING DESIGN AND PRACTICE IN WHOLE CHILD ASSESSMENTS PROJECT, TO SUPPORT THE FACILITATION OF A COMMUNITY OF PRACTICE FOR EDUCATION LEADERS | $265,000 | ||||||
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | ||||||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | PC | TO SUPPORT THE CAPITAL CAMPAIGN | $1,000,000 | ||||||
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | ||||||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | PC | TO SUPPORT THE CAPITAL CAMPAIGN | $12,500,000 | ||||||
| SEARCH INSTITUTE | ||||||||||||
| 3001 BROADWAY ST NE STE 310 | MINNEAPOLIS | MN | 55413 | PC | TO EXPAND THE EVIDENCE BASE UNDERGIRDING THE DEVELOPMENTAL RELATIONSHIPS FRAMEWORK FOR ADAPTATION IN CULTURALLY DIVERSE AND ADULT RELATIONSHIP CONTEXTS AND CAPTURE EVIDENCE FOR THE DEMAND FOR DEVELOPMENTAL RELATIONSHIPS | $1,100,000 | ||||||
| SURGE INSTITUTE | ||||||||||||
| 935 W CHESTNUT ST STE 515 | CHICAGO | IL | 60642 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| THE JUST TRUST FOR EDUCATION | ||||||||||||
| 2530 MERIDIAN PKWY STE 300 | DURHAM | NC | 27713 | PC | FOR GENERAL OPERATING SUPPORT | $4,347,043 | ||||||
| THE MOREHOUSE SCHOOL OF MEDICINE INC | ||||||||||||
| 720 WESTVIEW DR SW | ATLANTA | GA | 30310 | PC | TO ENGAGE HISTORICALLY BLACK MEDICAL COLLEGES (HBMCS) AND THE COMMUNITIES THEY SERVE TO ADDRESS SIGNIFICANT GAPS IN GENOMICS RESEARCH, CREATE NEW TOOLS AND METHODS TO PREVENT AND TREAT DISEASE, AND ACCELERATE PRECISION HEALTH FOR EVERYONE | $2,300,000 | ||||||
| THE PRIMARY SCHOOL | ||||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | PC | FOR GENERAL OPERATING SUPPORT | $670,000 | ||||||
| THE PRIMARY SCHOOL BAY AREA | ||||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | PC | FOR GENERAL OPERATING SUPPORT | $240,000 | ||||||
| THE PRIMARY SCHOOL-EAST PALO ALTO | ||||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | PC | FOR GENERAL OPERATING SUPPORT | $4,365,000 | ||||||
| TIDES CENTER | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | PC | FOR CORE SUPPORT OF THE ASSESSMENT FOR LEARNING PROJECT, AN INITIATIVE STEWARDED BY THE CENTER FOR INNOVATION IN EDUCATION | $1,010,000 | ||||||
| TRANSCEND INC | ||||||||||||
| 159 LINCOLN AVE | HASTINGS HDSN | NY | 10706 | PC | TO COLLABORATE WITH VAN NESS ELEMENTARY IN EXPANDING THEIR PILOT OF THE WHOLE CHILD MODEL IN DC PUBLIC SCHOOLS TO NEW GEOGRAPHIES, AND EXPANDING EVIDENCE GATHERING IN NEW CONTEXTS | $500,000 | ||||||
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | PC | TO SUPPORT THE KAUA'I MEDICAL TRAINING TRACK PROGRAM THROUGH THE UNIVERSITY OF HAWAI'I AND THE JOHN A. BURNS SCHOOL OF MEDICINE | $1,579,190 | ||||||
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | PC | TO SUPPORT OCEAN CONSERVATION AND RESEARCH | $8,700,000 | ||||||
| UNIVERSITY OF WASHINGTON | ||||||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | GOV | TO SUPPORT THE ESTABLISHMENT OF THE SEATTLE HUB FOR SYNTHETIC BIOLOGY | $5,000,000 | ||||||
| VILLAGE OF WISDOM INC | ||||||||||||
| 600 E UMSTEAD AVE | DURHAM | NC | 27701 | PC | FOR GENERAL OPERATING SUPPORT | $500,000 | ||||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | TO SUPPORT THE YALE CENTER FOR EMOTIONAL INTELLIGENCE IN IMPLEMENTING AN INTEGRATED SUITE OF ASSESSMENT TOOLS THAT SUPPORT POSITIVE HEALTHY LEARNING ENVIRONMENTS IN SCHOOLS | $2,211,219 | ||||||
| UNITED KINGDOM RESEARCH AND INNOVATION | ||||||||||||
| GOV | TO SUPPORT THE UK BIOBANK REPEAT IMAGING PROJECT THAT WILL CREATE A DATASET OF MEDICAL IMAGING FROM MORE THAN 60,000 HEALTHY SUBJECTS AT TWO POINTS IN TIME AS A RESOURCE FOR UNDERSTANDING MANY DISEASES | $1,510,194 | NORTH STAR AV | SWINDON | UK | SN2 1ET | ||||||
| UNIVERSITY OF CAPE TOWN | ||||||||||||
| GOV | TO ADDRESS A CRITICAL GAP IN ACCESS TO IMAGING TECHNOLOGY, EXPERTISE, AND RESOURCES IN AFRICA BY ESTABLISHING A MICROSCOPY IMAGING HUB WITH CONTINENT-WIDE ACCESS TO STATE-OF-THE-ART INSTRUMENTATION AND A MULTI-PRONGED APPROACH TO CAPACITY BUILDING | $221,376 | ANZIO RD | CAPE TOWN | SF | WESTERN CAPE | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 1050 CHILDS WAY RRI | LOS ANGELES | CA | 90089 | PC | FOR THE CENTER FOR AFFECTIVE NEUROSCIENCE, DEVELOPMENT, LEARNING AND EDUCATION TO BUILD A CONSORTIUM OF SCHOOLS AND RESEARCHERS THAT GENERATES EVIDENCE AROUND HOLISTIC WELLNESS PRACTICES TO DRIVE CONTINUOUS IMPROVEMENT AND SUSTAIN PROGRAMS IN SCHOOLS | $500,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,638,625 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHAN ZUCKERBERG BIOHUB INC | ||||||
| 499 ILLINOIS ST 4TH FLOOR | SAN FRANCISCO | CA | 94158 | PC | TO SUPPORT THE PURCHASE AND MAINTENANCE OF HIGH-PERFORMANCE COMPUTER HARDWARE TO APPLY ADVANCES IN LARGE LANGUAGE MODELS AND ARTIFICIAL INTELLIGENCE TO BIOMEDICAL RESEARCH | $20,000,000 |
| CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING LLC | ||||||
| 3400 BRIDGE PKWY | REDWOOD CITY | CA | 94065 | PC | TO SUPPORT CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING AND ADVANCE ITS GOAL OF PURSUING GRAND SCIENTIFIC CHALLENGES | $12,438,230 |
| PROJECT EVIDENT INC | ||||||
| 185 DARTMOUTH ST | BOSTON | MA | 02116 | PC | TO PROVIDE TECHNICAL ASSISTANCE THAT SUPPORTS DISTRICTS IN GATHERING ACTIONABLE EVIDENCE TO IDENTIFY, PLAN, DIAGNOSE AND IMPLEMENT SYSTEM-LEVEL PRACTICE SHIFTS | $560,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | PC | TO SUPPORT THE ESTABLISHMENT OF THE SEATTLE HUB FOR SYNTHETIC BIOLOGY | $10,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $42,998,230 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $536,406 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,817,695 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,488,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $263,870 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,198,117 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,752,503 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,952,227 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,504,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,551,774 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| CHAN ZUCKERBERG INITIATIVE ADVOCACY | |
| 501(C)(4) | COMMON CONTROL - SEE STATEMENT 19 |
| FWDUS INC | |
| 501(C)(4) | COMMON CONTROL - SEE STATEMENT 19 |
| THE PRIMARY SCHOOL LAB | |
| 501(C)(4) | COMMON CONTROL - SEE STATEMENT 19 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG INITIATIVE LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $422,143 | Amt |
| Net Investment Income | $125,134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $115,977 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| CURII CORPORATION | |||||||||
| 212 ELM ST 3RD FLOOR | SOMERVILLE | MA | 02144 | 2020-07-20 | $579,976 | OPEN SCIENCE | $546,351 | NO | 5/4/21, 3/31/22, 8/1/22, 11/1/23 |
| READ THE DOCS INC | |||||||||
| 18120 2ND AVE | BEND | OR | 97703 | 2020-12-23 | $200,000 | OPEN SCIENCE | $200,000 | NO | 10/31/21, 10/30/22, 3/30/23 |
| OCEAN GENOMICS INC | |||||||||
| 4620 HENRY ST | PITTSBURGH | PA | 15213 | 2021-11-15 | $366,580 | OPEN SCIENCE | $366,580 | NO | 7/20/22, 12/15/23 |
| QUANSIGHT LLC | |||||||||
| 8586 W HIGHWAY 71 BUILDING F200 | AUSTIN | TX | 78735 | 2021-10-13 | $352,211 | OPEN SCIENCE | $340,040 | NO | 8/1/22, 11/30/22, 10/31/22 |
| QUANSIGHT LLC | |||||||||
| 8586 W HIGHWAY 71 BUILDING F200 | AUSTIN | TX | 78735 | 2021-10-13 | $340,000 | OPEN SCIENCE | $340,000 | NO | 7/29/22, 10/22/23 |
| QUANSIGHT LLC | |||||||||
| 8586 W HIGHWAY 71 BUILDING F200 | AUSTIN | TX | 78735 | 2021-10-13 | $272,000 | OPEN SCIENCE | $272,000 | NO | 7/29/22, 10/20/23 |
| ZAPPYLAB INC DBA PROTOCOLSIO | |||||||||
| 2120 UNIVERSITY AVE SUITE 625 | BERKELEY | CA | 94704 | 2021-10-19 | $1,657,400 | OPEN SCIENCE | $1,657,400 | NO | 12/10/21, 3/1/22, 6/1/22, 9/1/22, 11/1/22, 2/1/23, 5/1/23, 12/6/23 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-A LINE 11 AND PART XVI, LINE 2B | FormAndLineReferenceDesc |
| Medium Explanation | THE ENTITIES REPORTED IN RESPONSE TO PART VI-A, LINE 11 AND PART XVI LINE 2B ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990-PF 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. THE TRUSTEE OF THE FILING ORGANIZATION ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE RELATED ENTITIES REPORTED ON THIS RETURN.THE FILING ENTITY'S TRUSTEE IS THE CHIEF EXECUTIVE OFFICER OF META PLATFORMS INC ("META"). META ADMINISTERS A FEDERALLY REGISTERED POLITICAL ACTION COMMITTEE. THERE IS NO RELATIONSHIP BETWEEN META'S PAC AND THE FILING ENTITY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | META PLATFORMS INC CLASS B | StockNm |
| EOY Book Value | $600,211,742 | EOYBookValueAmt |
| EOYFMV | $600,211,742 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $145,442,461 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $145,442,461 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER EQUITY INVESTMENTS | FMV | $14,145,102 | $14,145,102 |
| ABSOLUTE RETURN | FMV | $1,484,153,001 | $1,484,153,001 |
| PUBLIC EQUITIES | FMV | $1,703,788,595 | $1,703,788,595 |
| PRIVATE EQUITIES | FMV | $1,168,609,752 | $1,168,609,752 |
| REAL ASSETS | FMV | $19,198,994 | $19,198,994 |
| COMMINGLED FUNDS | FMV | $176,861,921 | $176,861,921 |
| INVESTMENT RECEIVABLES | AT COST | $92,445,681 | $92,445,681 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $412,010 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $248,328 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS | $35,921,877 | $28,405,039 | $28,405,039 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $0 | $18,002,988 | $18,002,988 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND CONTRIBUTIONS TIMING DIFFERENCE | Desc |
| Amt | $973,066 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $907,257 | $0 | $0 | $616,958 |
| FOREIGN EXCHANGE GAIN/LOSS | -$95,404 | $0 | $0 | $0 |
| ALTERNATIVE INVESTMENT DEDUCTIONS | $0 | $54,208,145 | $0 | $0 |
| WRITE-OFF OF PROGRAM RELATED INVESTMENTS | $82,123 | $0 | $0 | $0 |
| AMORTIZATION/ACCRETION | -$7,405,681 | -$7,405,681 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $1,589 | $1,589 | $0 |
| ALTERNATIVE INVESTMENTS | $709,973 | -$3,408,431 | $0 |
| PROGRAM-RELATED INVESTMENTS | $92,741 | $92,741 | $0 |
| RETURN OF PRIOR YEAR GRANTS PAID | $5,683,886 | $0 | $0 |
| ALTERNATIVE INVESTMENTS | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $870,753,180 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $11,000,000 | $19,000,000 |
| INVESTMENT PAYABLES AND OTHER | $64,113,614 | $63,586,757 |
| OPERATING LEASE LIABILITY | $0 | $19,727,088 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE DEVELOPMENT & PROGRAM COST | $11,931,505 | $0 | $0 | $12,228,790 |
| TREASURY SERVICE FEE & INVESTMENT MANAGEMENT | $986,788 | $986,788 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $12,986,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRIMARY SCHOOL - EAST PALO ALTO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2086 CLARKE AVE | AddressLine1Txt |
| City | EAST PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473334579 | EIN |
| Desc | RETURN OF PRIOR YEAR GRANT PAID | Desc |
| Amt | $4,365,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193,010 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| CHAN ZUCKERBERG BIOHUB INC | ||||||
| 499 ILLINOIS ST | SAN FRANCISCO | CA | 94158 | 811669175 | GRANT/CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY | $26,500,000 |
| CHAN ZUCKERBERG BIOHUB INC | ||||||
| 499 ILLINOIS ST | SAN FRANCISCO | CA | 94158 | 811669175 | PAYMENT FOR CONSULTING SERVICES | $1,260,000 |
| THE PRIMARY SCHOOL | ||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 371975407 | GRANT/CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY | $670,000 |
| THE PRIMARY SCHOOL - EAST PALO ALTO | ||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 473334579 | GRANT/CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY | $4,365,000 |
| THE PRIMARY SCHOOL BAY AREA | ||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 844481558 | GRANT/CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,035,000 | TotalAmt |
Comments