2022-11-15T19:00:08-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-01-01 462223015 FWDUS INC FWDU 2024240675 PO BOX 34506 WASHINGTON DC 20043 TODD SCHULTE PRESIDENT 2024240675 2022-11-15 1 TODD SCHULTE 999009999 J ANDREW SMITH P00635175 5712279500 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TODD SCHULTE PO BOX 34506 WASHINGTON DC 20043 65150482 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. 5 3 108 2 0 0 24718930 64733495 218192 399146 25981 17841 0 0 24963103 65150482 6904373 7554894 0 0 7275809 8590810 105000 138000 239223 10984846 20219216 25270028 36502920 -306925 28647562 26057638 54494409 2606149 2284750 23451489 52209659 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 33062128 7554894 399146 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. 33062128 0 1 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 1 84 0 108 1 0 0 0 0 1 1 0 0 0 X 5 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 0 CA NY X BINA SURGEON 2024240675 PO BOX 34506 WASHINGTON DC 20043 COREY WIGGINS DIRECTOR 5.00 3.00 X 32508 17496 0 LORELLA PRAELI DIRECTOR 4.00 0.00 X 28196 0 0 FELICIA ESCOBAR DIRECTOR UNTIL JAN 26, 2021 4.00 0.00 X 4167 0 0 DAVID PLOUFFE DIRECTOR 2.00 2.00 X 0 0 0 ANDREW PINCUS DIRECTOR 4.00 2.00 X 0 0 0 ERIKA ROTTENBERG DIRECTOR 2.00 2.00 X 0 0 0 TODD SCHULTE PRESIDENT 32.00 18.00 X 295940 162810 46432 SURIN RAMKISSOON COO & TREASURER 34.00 16.00 X 165113 76462 43427 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 35.00 15.00 X 143694 62236 48367 CAMMIE CROFT CHIEF COMMUNITY OFFICER 30.00 10.00 X 221472 73428 48612 ZOE TOWNS VP OF CRIMINAL JUSTICE REF 28.00 12.00 X 210387 90085 27632 MARK DELICH DIRECTOR OF CONGRESSIONAL 40.00 0.00 X 264940 0 46052 CHRISTOPHER COGER HEAD OF TECHNOLOGY 30.00 10.00 X 184016 60057 33131 PETER BOOGAARD COMMUNICATIONS DIRECTOR 28.00 12.00 X 153599 67939 45161 1704032 610513 338814 44 0 1 0 PLUS COMMUNICATIONS LLC PO BOX 16504 ALEXANDRIA VA 22302 GRASSROOTS/GRASSTOPS ORGANIZING AND COMM 2978742 HILLTOP PUBLIC SOLUTIONS 1000 POTOMAC STREET NW 500 WASHINGTON DC 20007 GRASSROOTS/GRASSTOPS ORGANIZING AND COMM 2181727 CONTROL POINT GROUP LLC 458 NEW JERSEY AVENUE SE WASHINGTON DC 20003 POLICYMAKER CONTACT TOOLS 1020206 TARGETED PLATFORM MEDIA LLC 1291 HOLLYWOOD AVE ANNAPOLIS MD 21403 PAID MEDIA 1002160 WINNING CONNECTIONS INC 317 PENNSYLVANIA AVE SE 2ND FLOOR WASHINGTON DC 20003 PHONE OUTREACH SERVICES 990786 44 64733495 64733495 RESEARCH SERVICES 900099 399146 399146 399146 17841 17841 65150482 399146 0 17841 X 7554894 7554894 763004 553564 174533 34907 5933302 4897485 998544 37273 330265 286333 41872 2060 1058006 907179 141583 9244 506233 430119 70657 5457 533393 50000 483393 124946 124946 1594801 1594801 138000 138000 6368 6368 10312221 9554802 757419 5616365 5616365 184727 162159 20408 2160 852774 705887 140794 6093 285085 242221 39791 3073 181591 113432 68159 337666 282117 55545 4 79380 67445 11079 856 8907 7568 1243 96 MEMBERSHIP DUES 45401 35000 10401 BANK FEES 39193 50 39143 REGISTRATIONS & LICENSE 16398 707 15691 36502920 33062128 3201569 239223 8835 31012 19223215 13622997 1000000 36600728 177690 159047 182499 320357 481934 351357 198363 130577 2518689 5267036 1111002 26057638 54494409 1977482 2184750 100000 628667 0 2606149 2284750 X 5880560 15588932 17570929 36620727 23451489 52209659 26057638 54494409 28647562 10008 100600 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 0 200000 200000 0 PAC FOR JUSTICE PO BOX 79113 NEW ORLEANS LA 70179 852603613 200000 PART I-A, LINE 1: IN 2021, FWD.US CONTINUED TO ADVOCATE FOR IMMIGRATION AND CRIMINAL JUSTICE REFORMS. SCHEDULE C PART I-C LINE 4 FWD.US HAS NET INVESTMENT INCOME OF ZERO. ACCORDING TO THE INSTRUCTIONS FOR THE 1120-POL THE RETURN IS NOT REQUIRED TO BE FILED. 303850 200291 103559 178084 151066 27018 130577 X PART X, LINE 2: FWD.US, INC. RECEIVED A TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) IN MARCH 2021 IN WHICH IT WAS DETERMINED TO BE EXEMPT UNDER SECTION 501(C)(4). NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF DECEMBER 31, 2021 AND 2020, 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 1 NEGAR TAYYAR 710 E 22ND STREET 303 OAKLAND CA 20015 FUNDRAISING 0 0 48000 -48000 ROBERT STOWE 32 ATHENS STREET SAN FRANCISCO CA 94112 FUNDRAISING 0 0 90000 -90000 138000 -138000 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 ADHIKAAR FOR HUMAN RIGHTS AND SOCIAL JUSTICE 71-07 WOODSIDE AVENUE WOODSIDE NY 11377 203384725 501(C)3 20000 0 IMMIGRATION ADVOCACY GRANT AFRICAN COMMUNITIES TOGETHER 127 WEST 127TH STREET SUITE 221 NEW YORK NY 10027 461689772 501(C)3 20000 0 IMMIGRATION ADVOCACY GRANT ALIENTO EDUCATION FUND 2264 S DEERFIELD LANE GILBERT AZ 85295 844749451 501(C)3 94000 0 IMMIGRATION EDUCATION GRANT AMERICA IS BETTER 10 G STREET NE SUITE 500 WASHINGTON DC 20002 264718617 501(C)4 450000 0 IMMIGRATION ADVOCACY GRANT AMERICAN BUSINESS IMMIGRATION COALITION ACTION 1801 S ASHLAND AVENUE CHICAGO IL 60608 833243718 501(C)4 150000 0 IMMIGRATION ADVOCACY GRANT AMERICAN CONSERVATIVE UNION 1199 NORTH FAIRFAX STREET SUITE 500 ALEXANDRIA VA 22314 520810813 501(C)4 375000 0 CRIMINAL JUSTICE ADVOCACY GRANT AMERICAN FRIENDS SERVICE COMMITTEE 1501 CHERRY STREET PHILADELPHIA PA 19102 231352010 501(C)3 10000 0 CRIMINAL JUSTICE ADVOCACY GRANT AMERICA'S VOICE 1050 17TH STREET NW SUITE 490 WASHINGTON DC 20036 200748404 501(C)4 200000 0 IMMIGRATION ADVOCACY GRANT ASIAN PACIFIC AMERICAN INSTITUTE FOR CONGRESSIONAL STUDIES 1001 CONNECTICUT AVENUE NW SUITE 320 WASHINGTON DC 20036 521917903 501(C)3 10000 0 IMMIGRATION ADVOCACY GRANT BIPARTISAN POLICY CENTER ACTION INC 1225 I STREET NW SUITE 1000 WASHINGTON DC 20005 261299114 501(C)4 90000 0 IMMIGRATION ADVOCACY GRANT CARE IN ACTION INC 45 BROADWAY SUITE 320 NEW YORK NY 10006 464605470 501(C)4 100000 0 IMMIGRATION ADVOCACY GRANT CASA DE MARYLAND INC 8151 15TH AVENUE HYATTSVILLE MD 20783 521372972 501(C)3 50000 0 IMMIGRATION ADVOCACY GRANT CASA IN ACTION INC 8151 15TH AVENUE HYATTSVILLE MD 20783 272145405 501(C)4 200000 0 IMMIGRATION ADVOCACY GRANT CENTER FOR AMERICAN PROGRESS 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 300192708 501(C)3 45000 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 COALITION FOR THE AMERICAN DREAM PO BOX 34506 WASHINGTON DC 20043 822718452 501(C)4 375000 0 IMMIGRATION ADVOCACY GRANT COLORADO IMMIGRANT RIGHTS COALITION 2525 WEST ALAMEDA AVENUE SUITE 100 DENVER CO 80219 731675486 501(C)3 10000 0 IMMIGRATION EDUCATION GRANT DREAM BIG NEVADA 1149 S MARYLAND PKWY LAS VEGAS NV 89104 822765806 501(C)3 50000 0 IMMIGRATION EDUCATION GRANT EMPOWER MISSISSIPPI 1000 NORTHPARK DRIVE RIDGELAND MS 39157 464253610 501(C)4 250000 0 CRIMINAL JUSTICE ADVOCACY GRANT FAMILY ACTION NETWORK MOVEMENT 100 NE 84TH STREET MIAMI FL 33138 650334201 501(C)3 20000 0 IMMIGRATION EDUCATION GRANT FLIC VOTES INC 2800 BISCAYNE BLVD SUITE 300 MIAMI FL 33137 812185907 501(C)4 100000 0 IMMIGRATION ADVOCACY GRANT GOOD CAUSES INC 272 BROADWAY MENANDS NY 12204 141813190 501(C)3 15000 0 IMMIGRATION EDUCATION GRANT GREATER HOUSTON PARTNERSHIP 701 AVENIDA DE LAS AMERICAS SUITE 900 HOUSTON TX 77010 760267896 501(C)6 20000 0 IMMIGRATION ADVOCACY GRANT INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10148 135660870 501(C)3 50000 0 IMMIGRATION EDUCATION GRANT INTERNET MARKETING ASSOCIATION 10 MAR DEL RAY SAN CLEMENTE CA 92673 450999033 C-CORP 10000 0 IMMIGRATION SPONSORSHIP JUSTICE ACTION CENTER PO BOX 27280 LOS ANGELES CA 90027 833991239 501(C)3 10000 0 IMMIGRATION EDUCATION GRANT LA UNION DEL PUEBLO ENTERO P O BOX 188 SAN JUAN TX 78589 931029197 501(C)3 70700 0 IMMIGRATION EDUCATION GRANT LATIN AMERICAN ASSOCIATION 2750 BUFORD HWY NE ATLANTA GA 30324 581237316 501(C)3 10000 0 IMMIGRATION EDUCATION GRANT LIVING UNITED FOR CHANGE IN ARIZONA (LUCHA) 5716 N 19TH AVENUE PHOENIX AZ 85015 271398645 501(C)4 75000 0 IMMIGRATION ADVOCACY GRANT LUPE VOTES PO BOX 188 SAN JUAN TX 78589 852786747 501(C)4 100000 0 IMMIGRATION ADVOCACY GRANT MAKE THE ROAD STATES 301 GROVE STREET BROOKLYN NY 11237 843988830 501(C)3 35000 0 IMMIGRATION EDUCATION GRANT NAACP - MS STATE CONFERENCE 1072 JR LYNCH STREET SUITE 10 JACKSON MS 39203 646025998 501(C)4 150000 0 CRIMINAL JUSTICE ADVOCACY GRANT NATIONAL CENTER FOR CIVIC INNOVATION 121 AVENUE OF THE AMERICAS 6TH FLOOR NEW YORK NY 10013 020590588 501(C)3 100000 0 IMMIGRATION EDUCATION GRANT NATIONAL RELIGIOUS CAMPAIGN AGAINST TOURTURE PO BOX 91820 WASHINGTON DC 20090 208832485 501(C)3 10000 0 CRIMINAL JUSTICE EDUCATION GRANT NEO PHILANTHROPY INC 45 WEST 36TH STREET 6TH FLOOR NEW YORK NY 10018 133191113 501(C)3 60000 0 CRIMINAL JUSTICE EDUCATION GRANT NEW HOUR FOR WOMEN AND CHILDREN - LI INC 1725 BRENTWOOD ROAD BLDG 2 BRENTWOOD NY 11717 474718783 501(C)3 110000 0 CRIMINAL JUSTICE EDUCATION GRANT NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 205806345 501(C)4 250000 0 CRIMINAL JUSTICE ADVOCACY GRANT NEW YORK COMMUNITIES FOR CHANGE INC 470 VANDERBILT AVENUE 9TH FLOOR BROOKLYN NY 11238 271359103 501(C)4 115000 0 CRIMINAL JUSTICE ADVOCACY GRANT NEW YORK STATE IMMIGRANT ACTION FUND INC 131 33RD STREET SUITE 610 NEW YORK NY 10001 611613175 501(C)4 85000 0 IMMIGRATION ADVOCACY GRANT NORTH TEXAS COMMISSION 8445 FREEPORT PARKWAY SUITE 640 IRVING TX 75063 751364760 501(C)6 30000 0 IMMIGRATION ADVOCACY GRANT OKLAHOMANS FOR CRIMINAL JUSTICE REFORM ACTION INC 304 NW 5TH BOX 2055 OKLAHOMA CITY OK 73102 824661308 501(C)4 100160 0 CRIMINAL JUSTICE ADVOCACY GRANT PAC FOR JUSTICE PO BOX 79113 NEW ORLEANS LA 70179 852603613 527 200000 0 CRIMINAL JUSTICE ADVOCACY GRANT PAROLE PREPARATION PROJECT 168 CANAL STREET 6TH FLOOR NEW YORK NY 10013 821096572 501(C)3 110000 0 CRIMINAL JUSTICE EDUCATION GRANT RIO GRANDE VALLEY PARTNERSHIP 322 S MISSOURI AVENUE WESTLACO TX 78596 741012454 501(C)6 20000 0 IMMIGRATION ADVOCACY GRANT SIXTEEN THIRTY FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 264486735 501(C)4 2000000 0 IMMIGRATION ADVOCACY GRANT SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 954116679 501(C)3 235500 0 CRIMINAL JUSTICE EDUCATION GRANT STATE BUSINESS EXECUTIVES 5404 BACKLICK WOODS COURT SPRINGFIELD VA 22151 854035633 501(C)4 175000 0 IMMIGRATION ADVOCACY GRANT TEXAS ASSOCIATION OF BUSINESS 316 W 12TH STREET SUITE 200 AUSTIN TX 78701 740944130 501(C)6 40000 0 IMMIGRATION ADVOCACY GRANT TEXAS BUSINESS LEADERSHIP COUNCIL 515 CONGRESS AVENUE SUITE 2240 AUSTIN TX 78701 752580060 501(C)6 30000 0 IMMIGRATION ADVOCACY GRANT TEXAS NURSERY & LANDSCAPE ASSOCIATION 7730 S IH-35 FRONTAGE ROAD 6621 AUSTIN TX 78745 741192009 501(C)6 40000 0 IMMIGRATION ADVOCACY GRANT TEXAS RESTAURANT ASSOCIATION 512 E RIVERSIDE DRIVE 250 AUSTIN TX 78704 740921350 501(C)6 50000 0 IMMIGRATION ADVOCACY GRANT THE NISKANEN CENTER FOR PUBLIC POLICY 820 FIRST STREET NE 675 WASHINGTON DC 20002 474946572 501(C)4 125000 0 IMMIGRATION ADVOCACY GRANT THE PRAXIS PROJECT INC 1001 CONNECTICUT AVENUE NW SUITE 201 WASHINGTON DC 20036 300044814 501(C)3 10000 0 IMMIGRATION EDUCATION GRANT VAIL VALLEY PARTNERSHIP 97 MAIN STREET SUITE E201 EDWARDS CO 81632 840535997 501(C)3 10000 0 IMMIGRATION EDUCATION GRANT VOCAL-NY 80A FOURTH AVENUE BROOKLYN NY 11217 134094385 501(C)3 300000 0 CRIMINAL JUSTICE ADVOCACY GRANT VOTERS ORGANIZED TO EDUCATE 4930 WASHINGTON AVENUE NEW ORLEANS LA 70125 271370327 501(C)4 15000 0 CRIMINAL JUSTICE ADVOCACY GRANT 26 30 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 287190 162810 8750 0 0 0 11764 6472 18189 10007 325893 179289 0 0 CAMMIE CROFT CHIEF COMMUNITY OFFICER 217222 73428 4250 0 0 0 14645 4855 21863 7249 257980 85532 0 0 ZOE TOWNS VP OF CRIMINAL JUSTICE REF 201387 90085 9000 0 0 0 13654 5846 5694 2438 229735 98369 0 0 MARK DELICH DIRECTOR OF CONGRESSIONAL 258190 0 6750 0 0 0 19488 0 26564 0 310992 0 0 0 SURIN RAMKISSOON COO & TREASURER 158863 76462 6250 0 0 0 13328 6172 16354 7573 194795 90207 0 0 CHRISTOPHER COGER HEAD OF TECHNOLOGY 180016 60057 4000 0 0 0 12496 4078 12483 4074 208995 68209 0 0 PETER BOOGAARD COMMUNICATIONS DIRECTOR 149599 67939 4000 0 0 0 13520 5980 17792 7869 184911 81788 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 134944 62236 8750 0 0 0 13166 5702 20584 8915 177444 76853 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 15A THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS. 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 2,756,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,756,070. RESEARCH AND POLLING: PROGRAM SERVICE EXPENSES 466,636. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 466,636. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 2,570,089. MANAGEMENT AND GENERAL EXPENSES 536,575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,106,664. POLICYMAKER CONTACT TOOLS: PROGRAM SERVICE EXPENSES 1,873,713. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,873,713. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 1,888,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,888,294. STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 220,844. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220,844. COUNCIL FOR AMERICAN JOB GROWTH LLC 410 1ST STREET SE STE 310 WASHINGTON DC 20003 462488181 IMMIGRATION REFORM DE 0 26564 FWDUS INC AMERICANS FOR CONSERVATIVE DIRECTION LLC 1826 JEFFERSON PLACE NW WASHINGTON DC 20036 462461564 IMMIGRATION REFORM DE 375025 1914 FWDUS INC WELCOMEUS INC PO BOX 34506 WASHINGTON DC 20043 464681722 CELEBRATE IMMIGRANT HISTORY DE 501(C)(3) LINE 7 FWDUS INC 1 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 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 0 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A 0 CHAN ZUCKERBERG BIOHUB 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 0 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A 0 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 0 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 N/A 0 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 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.