2023-11-15T10:55:32-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 462223015 FWDUS INC FWDU 4155891222 PO BOX 34506 WASHINGTON DC 20043 BINA SURGEON COO & TREASURER 4155891222 2023-11-14 1 BINA SURGEON 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD SCHULTE PO BOX 34506 WASHINGTON DC 20043 3284459 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 4 102 2 0 0 64733495 2284991 399146 0 17841 133795 0 0 65150482 2418786 7554894 3028750 0 0 8590810 6471294 138000 130500 247245 20219216 12135723 36502920 21766267 28647562 -19347481 54494409 38915493 2284750 6373901 52209659 32541592 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 17893194 3028750 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. 17893194 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 68 0 102 1 0 0 0 0 1 1 0 0 0 X 4 4 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 COREY WIGGINS DIRECTOR 01/01/2022 - 3/16/2022 5.00 3.00 X 3462 2856 0 DAVID PLOUFFE DIRECTOR 01/01/2022 - 12/31/2022 2.00 2.00 X 0 0 0 ERIKA ROTTENBERG DIRECTOR 01/01/2022 - 9/22/2022 2.00 2.00 X 0 0 0 LORELLA PRAELI DIRECTOR 01/01/2022 - 12/31/2022 4.00 0.00 X 0 0 0 ANDREW PINCUS DIRECTOR 01/01/2022 - 12/31/2022 4.00 2.00 X 0 0 0 EMILIANO MARTINEZ DIRECTOR 10/10/2022 - 12/31/2022 2.00 2.00 X 0 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 30.00 20.00 X 196786 129193 50917 BINA SURGEON COO & TREASURER 25.00 15.00 X 71632 43085 11494 SURIN RAMKISSOON COO & TREASURER 34.00 16.00 X 104586 67593 29103 TODD SCHULTE PRESIDENT 32.00 18.00 X 318663 171558 38578 CHRISTOPHER COGER HEAD OF TECHNOLOGY 25.00 15.00 X 150274 94700 38483 FELICITY ROSE VP CRIMINAL JUSTICE RESEARCH & POLICY 24.00 16.00 X 123430 82286 32237 MARK DELICH DIRECTOR OF CONGRESSIONAL 40.00 0.00 X 271830 0 50313 TIFFANY LAWRENCE VP CHIEF HR OFFICER 25.00 15.00 X 132008 83103 33461 ZOE TOWNS VP OF CRIMINAL JUSTICE REF 26.00 14.00 X 213179 114790 34708 1585850 789164 319294 39 0 1 0 PLUS COMMUNICATIONS LLC PO BOX 16504 ALEXANDRIA VA 22302 GRASSROOTS/GRASSTOPS ORGANIZING, COMMS & 2279067 HILLTOP PUBLIC SOLUTIONS 1000 POTOMAC STREET NW 500 WASHINGTON DC 20007 GRASSROOTS/GRASSTOPS ORGANIZING, COMMS & 672857 COVINGTON & BURLING LLP ONE CITYCENTER 850 TENTH STREET NW WASHINGTON DC 20001 LEGAL 567908 JUKING THE STATSPATRONAGE 769 LAKEVIEW WAY REDWOOD CITY CA 94062 WEBSITE - ENGINEERING, DESIGN & DEVELOPM 391957 TIBER CREEK GROUP 1291 HOLLYWOOD AVE ANNAPOLIS MD 21403 LOBBYING 290000 25 2284991 2284991 164438 164438 835030 865673 -30643 -30643 -30643 2418786 0 0 133795 X 3028750 3028750 775798 614462 149393 11943 4285814 3394534 825304 65976 227247 182671 42262 2314 793984 632782 151026 10176 388451 307377 75249 5825 687335 79185 608150 90675 90675 1258140 1258140 130500 130500 15520 15520 6558215 5734556 823659 643515 643515 341610 270313 66175 5122 843567 656534 180274 6759 478888 378939 92768 7181 771256 443741 327515 208021 155119 52776 126 66281 52447 12840 994 MEMBERSHIP DUES 62768 42768 20000 BANK FEES 56707 56707 REGISTRATIONS & LICENSE 31285 31285 BUSINESS INSURANCE 21940 17361 4250 329 21766267 17893194 3625828 247245 31012 3966701 13622997 4741255 36600728 18000000 159047 64783 320357 474899 848334 273491 130577 574843 2518689 3314444 1111002 7778568 54494409 38915493 2184750 1765800 100000 50000 0 4558101 2284750 6373901 X 15588932 14416592 36620727 18125000 52209659 32541592 54494409 38915493 X -19347481 -337203 28478 -11861 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 387627 23020 364607 460707 250471 210236 574843 SECURITY DEPOSITS 51202 DUE FROM RELATED PARTY 3877923 RIGHT OF USE ASSET 3849443 7778568 LEASE LIABLITY 4558101 4558101 X PART X, LINE 2: NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF DECEMBER 31, 2022 AND 2021, 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. X X X X 1 NEGAR TAYYAR 710 E 22ND STREET 303 OAKLAND CA 94606 FUNDRAISING 0 0 108000 -108000 ROBERT STOWE 32 ATHENS STREET SAN FRANCISCO CA 94112 FUNDRAISING 0 0 22500 -22500 130500 -130500 CA NY SCHEDULE G. PART IV THE ORGANIZATION RETAINED THE SERVICES OF TWO PROFESSIONAL FUNDRAISERS TO DEVELOP PROSPECTING LISTS AND STRATEGIES TO SUPPORT THE ORGANIZATION IN ITS FUNDRAISING EFFORTS. ALL SOLICITATIONS WERE CONDUCTED BY OR IN PARTNERSHIP WITH THE ORGANIZATION'S STAFF. GIVEN THE NATURE OF THESE SERVICES, THE ORGANIZATION DOES NOT ATTRIBUTE SPECIFIC PROCEEDS TO THESE FUNDRAISERS. 1 AMERICAN ACTION FORUM 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 270567765 501(C)3 40000 0 IMMIGRATION ADVOCACY GRANT AMERICAN BUSINESS IMMIGRATION COALITION 1801 SOUTH ASHLAND AVENUE CHICAGO IL 60608 833243718 501(C)4 75000 0 IMMIGRATION ADVOCACY GRANT AMERICAN CONSERVATIVE UNION 1199 N FAIRFAX ST STE 500 ALEXANDRIA VA 22314 520810813 501(C)4 321000 0 CRIMINAL JUSTICE ADVOCACY GRANT ASIAN PACIFIC AMERICAN INSTITUTE FOR CONGRESSIONAL STUDIES 1444 I STREET NORTHWEST SUITE 700 WASHINGTON DC 20005 521917903 501(C)3 10000 0 IMMIGRATION ADVOCACY GRANT BIPARTISAN POLICY CENTER ACTION INC 1225 I STREET NORTHWEST SUITE 1000 WASHINGTON DC 20005 261299114 501(C)4 75000 0 IMMIGRATION ADVOCACY GRANT CENTER FOR COMMUNITY ALTERNATIVES 115 EAST JEFFERSON STREET SUITE 200 SYRACUSE NY 13202 161395992 501(C)3 110000 0 CRIMINAL JUSTICE ADVOCACY GRANT CHINESE FOR AFFIRMATIVE ACTION 17 WALTER U LUM PLACE SAN FRANCISCO CA 94108 942161304 501(C)3 7500 0 GENERAL SUPPORT GRANT CITIZEN ACTION OF NEW YORK 94 CENTRAL AVE ALBANY NY 12206 112633562 501(C)4 25000 0 CRIMINAL JUSTICE ADVOCACY GRANT COALITION FOR THE AMERICAN DREAM PO BOX 34506 WASHINGTON DC 20043 822718452 501(C)4 200000 0 IMMIGRATION ADVOCACY GRANT COLORADO IMMIGRANT RIGHTS COALITION ACTION FUND 2525 WEST ALAMEDA AVENUE DENVER CO 80219 455558477 501(C)4 7000 0 IMMIGRATION ADVOCACY GRANT CONGRESSIONAL BLACK CAUCUS POLITICAL EDUCATION AND LEADERSHIP INSTITUTE 413 NEW JERSEY AVENUE SE WASHINGTON DC 20003 522270607 501(C)4 25000 0 CRIMINAL JUSTICE ADVOCACY GRANT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 1128 16TH ST NW WASHINGTON DC 20036 521114225 501(C)3 40000 0 IMMIGRATION ADVOCACY GRANT EMPOWER MISSISSIPPI FOUNDATION 1000 NORTHPARK DR RIDGELAND MS 39157 464253610 501(C)4 100000 0 CRIMINAL JUSTICE ADVOCACY GRANT GEORGIA HISPANIC CHAMBER OF COMMERCE 270 PEACHTREE STREET NW SUITE2200 ATLANTA GA 30303 581948935 501(C)6 10000 0 IMMIGRATION ADVOCACY GRANT GOFUNDME IMPACT FUND 8605 SANTA MONICA BLVD 88639 WEST HOLLYWOOD CA 90069 812279757 501(C)3 5750 0 GENERAL SUPPORT GRANT GREATER HOUSTON PARTNERSHIP 701 AVENIDA DE LAS AMERICAS HOUSTON TX 77010 760267896 501(C)6 20000 0 IMMIGRATION ADVOCACY GRANT HOSPITALITY IS WORKING INC 1250 I STREET NORTHWEST STE 1100 WASHINGTON DC 20005 882366510 501(C)4 100000 0 IMMIGRATION ADVOCACY GRANT HOUSE MAJORITY FORWARD 700 13TH ST NW STE 600 WASHINGTON DC 20005 834185105 501(C)4 150000 0 IMMIGRATION ADVOCACY GRANT MAJORITY FORWARD 700 13TH ST NW STE 600 WASHINGTON DC 20005 833690373 501(C)4 100000 0 IMMIGRATION ADVOCACY GRANT MASA GROUP LLC 2304 2ND ST NE WASHINGTON DC 20002 853923396 25000 0 IMMIGRATION ADVOCACY GRANT NATIONAL CENTER FOR CIVIC INNOVATION 121 6TH AVENUE 6TH FL NEW YORK NY 10013 020590588 501(C)3 30000 0 IMMIGRATION ADVOCACY GRANT NATIONAL RELIGIOUS CAMPAIGN AGAINST TOURTURE 4500 MASSACHUSETTS AVENUE NORTHWEST WASHINGTON DC 20016 208832485 501(C)3 75000 0 CRIMINAL JUSTICE ADVOCACY GRANT NEW HOUR FOR WOMEN AND CHILDREN - LI INC PO BOX 213 BRENTWOOD NY 11717 474718783 501(C)3 160000 0 CRIMINAL JUSTICE ADVOCACY GRANT NEW YORK COMMUNITIES FOR CHANGE INC 1 METROTECH CENTER NORTH 11TH FLOOR BROOKLYN NY 11201 271359103 501(C)4 108000 0 CRIMINAL JUSTICE ADVOCACY GRANT NEW YORK STATE IMMIGRANT ACTION FUND 131 WEST 33RD STREET SUITE 610 NEW YORK NY 10001 611613175 501(C)4 25000 0 IMMIGRATION ADVOCACY GRANT NORTH TEXAS COMMISSION 8445 FREEPORT PARKWAY SUITE 640 IRVING TX 75063 461234510 501(C)6 30000 0 IMMIGRATION ADVOCACY GRANT PAROLE PREPARATION PROJECT 168 CANAL STREET 6TH FLOOR NEW YORK NY 10013 821096572 501(C)3 110000 0 CRIMINAL JUSTICE ADVOCACY GRANT RIO GRANDE VALLEY PARTNERSHIP 322 SOUTH MISSOURI AVENUE WESLACO TX 78596 741012454 501(C)6 30000 0 IMMIGRATION ADVOCACY GRANT SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 954116679 501(C)3 462500 0 CRIMINAL JUSTICE ADVOCACY GRANT TEXAS ASSOCIATION OF BUSINESS 316 W 12TH STREET 200 AUSTIN TX 78701 740944130 501(C)6 20000 0 IMMIGRATION ADVOCACY GRANT TEXAS BUSINESS LEADERSHIP COUNCIL 515 CONGRESS AVE SUITE 2240 AUSTIN TX 78701 752580060 501(C)6 30000 0 IMMIGRATION ADVOCACY GRANT TEXAS NURSERY & LANDSCAPE ASSOCIATION 7730 S IH 35 FRONTAGE RD 6621 AUSTIN TX 78745 741192009 501(C)6 40000 0 IMMIGRATION ADVOCACY GRANT TEXAS RESTAURANT ASSOCIATION PO BOX 1429 AUSTIN TX 78767 740921350 501(C)6 50000 0 IMMIGRATION ADVOCACY GRANT TEXAS RETAILERS ASSOCIATION 13706 RESEARCH BOULEVARD STE 314 AUSTIN TX 78750 741363627 501(C)6 10000 0 IMMIGRATION ADVOCACY GRANT THE COUNCIL OF STATE GOVERNMENTS LTD 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)3 15000 0 CRIMINAL JUSTICE EVENT SPONSORSHIP TIDES ADVOCACY 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 943153687 501(C)4 150000 0 CRIMINAL JUSTICE ADVOCACY GRANT VOICES OF COMMUNITY ACTIVISTS & LEADERS (VOCAL) 80A FOURTH AVENUE BROOKLYN NY 11217 134094385 501(C)3 140000 0 CRIMINAL JUSTICE ADVOCACY GRANT VOTEVETS ACTION FUND 2201 WISCONSIN AVE NW 320 WASHINGTON DC 20007 510596352 501(C)4 75000 0 IMMIGRATION ADVOCACY GRANT 13 25 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 314413 171558 4250 0 0 0 6526 3514 18550 9988 343739 185060 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 192536 129193 4250 0 0 0 12375 8125 18362 12055 227523 149373 0 0 ZOE TOWNS VP OF CRIMINAL JUSTICE REF 209929 114790 3250 0 0 0 13325 7175 9235 4973 235739 126938 0 0 MARK DELICH DIRECTOR OF CONGRESSIONAL 268330 0 3500 0 0 0 19488 0 30825 0 322143 0 0 0 CHRISTOPHER COGER HEAD OF TECHNOLOGY 147024 94700 3250 0 0 0 10726 6760 12880 8117 173880 109577 0 0 TIFFANY LAWRENCE VP CHIEF HR OFFICER 129758 83103 2250 0 0 0 9537 6004 10997 6923 152542 96030 0 0 FELICITY ROSE VP CRIMINAL JUSTICE RESEARCH & POLIC 120180 82286 3250 0 0 0 11610 7740 7732 5155 142772 95181 0 0 SURIN RAMKISSOON COO & TREASURER 104586 67593 0 0 0 0 7783 5030 9895 6395 122264 79018 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 2022. 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 GRASSROOTS, GRASSTOPS, AND COALITION ORGANIZING: PROGRAM SERVICE EXPENSES 2,113,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,113,071. RESEARCH AND POLLING: PROGRAM SERVICE EXPENSES 361,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,050. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 1,670,484. MANAGEMENT AND GENERAL EXPENSES 586,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,257,260. POLICYMAKER CONTACT TOOLS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 99,538. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,538. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 1,589,951. MANAGEMENT AND GENERAL EXPENSES 20,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,609,951. STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 117,345. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,345. FORM 990, PART XI, LINE 9: OTHER LOSS -11,861. COUNCIL FOR AMERICAN JOB GROWTH LLC 410 1ST STREET SE STE 310 WASHINGTON DC 20003 462488181 IMMIGRATION REFORM DE 500000 176107 FWDUS INC AMERICANS FOR CONSERVATIVE DIRECTION LLC 1826 JEFFERSON PLACE NW WASHINGTON DC 20036 462461564 IMMIGRATION REFORM DE 400000 180685 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 CZI LLC 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF CZI LLC 1 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) CZI LLC 1 CHAN ZUCKERBERG BIOHUB 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 CZI LLC 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) CZI LLC 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 CZI LLC 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 CZI LLC 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) LINE 7 CZI LLC 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE C 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 FWDUS EDUCATION FUND INC N 5142492 COST FWDUS EDUCATION FUND INC O 3093193 COST FWDUS EDUCATION FUND INC Q 6515171 COST META PLATFORMS INC M 118602 STANDARD PRICING CHAN ZUCKERBERG INITIATIVE ADVOCACY C 524272 CASH DUE FROM RELATED PARTY D 3877923 COST 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. OTHER THAN ITS RELATIONSHIP WITH FWD.US EDUCATION FUND INC, OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. 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 CHAN ZUCKERBERG INITIATIVE, LLC ("CZI") 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'S MANAGERS, GIVEN CZI'S RELATIONSHIP WITH FWD.US. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL FWD.US.