2021-11-15T12:51:44-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-01-01 820962378 FWDUS EDUCATION FUND INC FWDU 2024240675 PO BOX 34506 WASHINGTON DC 20043 SURIN RAMKISSOON TREASURER 2024240675 2021-11-15 1 SURIN RAMKISSOON XXX-XX-XXXX LISA STOVER P01884701 5712279500 2021-11-15 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z TODD SCHULTE PO BOX 34506 WASHINGTON DC 20043 9439294 0 X WWW.FWDUSEDUCATIONFUND.ORG X 2017 DE FWD.US, INC. EDUCATION FUND EDUCATES THE PUBLIC ABOUT IMMIGRATION AND CRIMINAL JUSTICE POLICY AND REFORM. FDW.US EDUCATION FUND CONVENES MEETINGS AT WHICH INTERESTED MEMBERS OF THE PUBLIC CAN RECEIVE INSTRUCTION AND PARTICIPATE IN DISCUSSIONS ABOUT IMMIGRATION AND CRIMINAL JUSTICE LAW AND POLICY. THROUGH FWD.US EDUCATION FUND'S INFORMED IMMIGRANT PROGRAM. 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NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF DECEMBER 31, 2020 AND 2019, 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 CENICOLA CONSULTING LLC 140 RIVERSIDE BLVD 323 NEW YORK NY 10069 FUNDRAISING 0 0 84000 -84000 84000 -84000 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." 0 GLOBAL RESPONSE MANAGEMENT 463688 SR 200 SUITE 1-150 YULEE FL 32097 815163032 501(C)3 375000 HUMANTIARIAN BORDER GRANT OKLAHOMANS FOR CRIMINAL JUSTICE REFORM 2108 NW 59TH CIRCLE OKLAHOMA CITY OK 73112 611811295 501(C)3 349840 ISSUE EDUCATION PROMISE OF JUSTICE INITIATIVE 1024 ELYSIAN FIELDS AVE NEW ORLEANS OK 70116 461307037 501(C)3 325000 ISSUE EDUCATION VERA INSTITUTE OF JUSTICE 233 BROADWAY 12TH FLOOR NEW YORK NY 10279 131941627 501(C)3 300000 ISSUE EDUCATION DC JUSTICE LAB PO BOX 90048 WASHINGTON DC 20090 843479025 501(C)3 250000 ISSUE EDUCATION CATHOLIC LEGAL IMMIGRATION NETWORK INC 8757 GEORGIA AVE SUITE 850 SILVER SPRING MD 20910 521584951 501(C)3 250000 ISSUE EDUCATION JUSTICE ACTION CENTER 4147 CAMERO AVENUE LOS ANGELES CA 90027 833991239 501(C)3 250000 HUMANTIARIAN BORDER GRANT THE NEW YORK IMMIGRATION COALITION 131 WEST 33RD STREET SUITE 610 NEW YORK NY 10001 133573409 501(C)3 250000 ISSUE EDUCATION INTERNATIONAL REFUGEE ASSISTANCE PROJECT ONE BATTERY PARK PLAZA 4TH FLOOR NEW YORK NY 10004 822167556 501(C)3 221016 HUMANTIARIAN BORDER GRANT HAITIAN BRIDGE ALLIANCE 13 OVERTURE LANE ALISO VIEJO CA 92655 813558713 501(C)3 210000 HUMANTIARIAN BORDER GRANT COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 943255070 501(C)3 200000 ISSUE EDUCATION CLERGY FOR PRISON REFORM 290 BRIDGES RD SILVER CREEK MS 39663 851767252 501(C)3 175000 ISSUE EDUCATION OKLAHOMA POLICY INC 907 S DETROIT AVE SUITE 1005 TULSA OK 74120 331178624 501(C)3 161161 ISSUE EDUCATION DIGNITY AND POWER NOW 3655 SOUTH GRANT AVENUE SUITE 240 LOS ANGELES CA 90007 463064675 501(C)3 150000 ISSUE EDUCATION ONE VOICE 1072 JR LYNCH ST STE 7 JACKSON MS 39203 020787550 501(C)3 150000 ISSUE EDUCATION THE PEOPLE'S ADVOCACY INSTITUTE (PAI) (FS HIGHLANDER RESEARCH & EDUCATION 190 E CAPITOL ST SUITE 450 JACKSON MS 39201 620646373 501(C)3 150000 ISSUE EDUCATION ARIZONA COAL TO END SEX & DOM VIOLENCE 2700 N CENTRAL AVE SUITE 1100 PHOENIX AZ 85004 860593601 501(C)3 135000 ISSUE EDUCATION AROUET FOUNDATION 4636 E UNIVERSITY DR STE 150 PHOENIX AZ 85034 453456191 501(C)3 125000 ISSUE EDUCATION INTERRUPTING CRIMINALIZATION (FS SOCIAL AND ENVIRONMENTAL ENTREPRENEURS) 23532 CALABASAS ROAD SUITE A CALABASAS CA 91302 954116679 501(C)3 125000 ISSUE EDUCATION PROJECT NIA (FS CHICAGO FREEDOM SCHOOL) 719 S STATE STREET 4TH FLOOR CHICAGO IL 60605 204735643 501(C)3 125000 ISSUE EDUCATION SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 630598743 501(C)3 125000 ISSUE EDUCATION THE LIGHTHOUSE BLACK GIRL PROJECT PO BOX 607 JACKSON MS 39205 822064693 501(C)3 125000 ISSUE EDUCATION EMPOWER MISSISSIPPI FOUNDATION 1000 NORTHPARK DR RIDGELAND MS 39157 464565274 501(C)3 118000 ISSUE EDUCATION AFRICAN AMERICAN CHRISTIAN CLERGY COALITION (FS FIRST INSTITUTIONAL BAPTI 406 UNIVERSITY AVENUE OXFORD MS 38655 237310293 501(C)3 128525 ISSUE EDUCATION ALABAMA JUSTICE INITIATIVE (FS RESTOREHERUSAMERICA) 786 DILL AVENUE ATLANTA GA 30310 830907216 501(C)3 100000 ISSUE EDUCATION OKLAHOMA COUNCIL ON PUBLIC AFFAIRS 1401 N LINCOLN BLVD OKLAHOMA CITY OK 73104 731436375 501(C)3 100000 ISSUE EDUCATION WOMEN'S REFUGEE COMMISSION 15 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 463668128 501(C)3 90000 ISSUE EDUCATION THE UNIVERSITY OF MISSISSIPPI FOUNDATION 406 UNIVERSITY AVENUE OXFORD MS 38655 237310293 501(C)3 57000 ISSUE EDUCATION VOICES OF COMMUNITY ACTIVISTS & LEADERS 80A FOURTH AVENUE BROOKLYN NY 11217 134094385 501(C)3 50000 ISSUE EDUCATION UFW FOUNDATION 3002 WHITTIER BLVD LOS ANGELES CA 90023 952703575 501(C)3 50000 ISSUE EDUCATION INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 101681289 135660870 501(C)3 48000 ISSUE EDUCATION UNITED WE DREAM NETWORK INC 1900 L STREET NW SUITE 910 WASHINGTON DC 20036 462216565 501(C)3 41350 ISSUE EDUCATION BROOKLYN DEFENDER SERVICES 177 LIVINGSTON STREET BROOKLYN NY 11201 113305406 501(C)3 38000 ISSUE EDUCATION AMERICAN IMMIGRATION COUNCIL - 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IF GRANTS ARE MADE WITH RESTRICTIVE PURPOSES, THESE RESTRICTIONS ARE ALSO DOCUMENTED. 0 0 0 0 0 0 0 0 0 TODD SCHULTE PRESIDENT 159093 290907 0 5000 15652 28620 5658 10508 9141 16977 189544 352012 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 176271 125729 0 5000 0 0 10775 7991 10991 8151 198037 146871 0 0 CAMMIE CROFT CHIEF COMMUNITY OFFICER 108799 152822 0 4000 0 0 6862 9890 10750 15495 126411 182207 0 0 ZOE TOWNS VP OF CRIMINAL JUSTICE REFORM 68854 202812 0 3750 0 0 4291 12872 2049 6148 75194 225582 0 0 MARK DELICH DIRECTOR OF CONGRESSIONAL AFFAIRS 17244 221256 0 4000 0 0 1187 15508 1647 21517 20078 262281 0 0 SURIN RAMKISSOON COO & TREASURER 91340 130847 0 3750 2955 4233 5498 8094 9141 13459 108934 160383 0 0 CHRISTOPHER COGER HEAD OF TECHNOLOGY 92210 129443 0 3750 0 0 6347 9168 5861 8466 104418 150827 0 0 PETER BOOGAARD COMMUNICATIONS DIRECTOR 81895 126124 0 3750 0 0 5331 8454 8016 12713 95242 151041 0 0 PART II AS REFLECTED ON SCHEDULE R., FWD.US EDUCATION FUND, INC. SHARES PAID EMPLOYEES WITH FWD.US, INC., A RELATED 501(C)(4) TAX-EXEMPT ORGANIZATION, PURSUANT TO A SHARED SERVICES AGREEMENT BETWEEN THE TWO ORGANIZATIONS. FWD.US, INC. IS THE STATUTORY EMPLOYER OF ALL SHARED EMPLOYEES AND ACTS AS A COMMON PAYMASTER FOR 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 EDUCATION FUND, INC. HAS REPORTED THE COMPENSATION AND BENEFITS ATTRIBUTABLE TO IT ON ROW(I) OF THIS SCHEDULE. COMPENSATION ATTRIBUTABLE TO FWD.US, INC. IS REPORTED ON ROW(II) OF THIS SCHEDULE. PART III COMPENSATION FOR THE PRESIDENT IS ESTABLISHED BY A RELATED ORGANIZATION, FWD.US. FWD.US'S BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 1 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 EDUCATION FUND 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 COMPENSATION FOR THE PRESIDENT IS ESTABLISHED BY A RELATED ORGANIZATION, FWD.US. FWD.US'S 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 UPON REQUEST FORM 990, PART IX, LINE 11G GRASSROOTS, GRASSTOPS, AND COALITION ORGANIZING: PROGRAM SERVICE EXPENSES 59,156. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,156. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 805,011. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 805,011. POLICYMAKER CONTACT TOOLS: PROGRAM SERVICE EXPENSES 48,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,250. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 632,818. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 632,818. STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 131,184. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,184. FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 ADVOCATE FOR IMMIGRATION AND CRIMINAL JUSTICE REFORM DE 501(C)(4) 0 WELCOMEUS INC PO BOX 34506 WASHINGTON DC 20043 464681722 CELEBRATE IMMIGRATION IN THE U.S.A. DE 501(C)(3) LINE 7 FWDUS INC 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF 0 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) 0 OPENNESS FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 270889149 GRANTMAKING CA 501(C)(3) PF 0 CHAN ZUCKERBERG BIOHUB 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 0 GRADIENT LEARNING 818 W SEVENTH ST STE 930 LOS ANGELES CA 90017 352645251 EDUCATION CA 501(C)(3) LINE 7 0 THE PRIMARY SCHOOL LAB 1765 E BAYSHORE RD SUITE A2 EAST PALO ALTO CA 94303 364858582 SOCIAL WELFARE CA 501(C)(4) 0 THE PRIMARY SCHOOL - EAST PALO ALTO 951 OCONNOR ST EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 0 FACEBOOK 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 1 0 1 0 FWDUS O 4741042 ACTUAL FWDUS N 1926300 ACTUAL FWDUS P 5772022 ACTUAL CHAN ZUCKERBERG INITIATIVE FOUNDATION C 3861483 ACTUAL 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 FACEBOOK AS DISCLOSED UNDER PART IV ABOVE, MAY TECHNICALLY BE CONSIDERED 'RELATED ORGANIZATIONS" OF FWD.US EDUCATION FUND FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S MANAGERS, GIVEN CZI'S RELATIONSHIP WITH FWD.US EDUCATION FUND. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL FWD.US EDUCATION FUND.