CHAN ZUCKERBERG INITIATIVE ADVOCACY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHAN ZUCKERBERG INITIATIVE ADVOCACY (EIN 81-3742328)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349325421
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T16:54:29-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135665207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 SOUTH HOPE STREET SUITE 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900712629ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813742328EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAN ZUCKERBERG INITIATIVE ADVOCACYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHANBusinessNameControlTxt
Phone6508047100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1314 LYTTON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN MANCAPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone6508047100PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastMANCAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA A COLLINSPreparerPersonNm
PTINP00008888PTIN
Phone2139724000PhoneNum
Preparation2021-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAITLYN FOXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1314 LYTTON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,831,597GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROMOTE AND BRING ABOUT ADVANCES IN VARIOUS AREAS OF PUBLIC POLICYActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,496,525PYContributionsGrantsAmt
CY Contributions Grants$49,014,802CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$1,563,732PYInvestmentIncomeAmt
CY Investment Income$8,801,835CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,932,793PYTotalRevenueAmt
CY Total Revenue$57,816,637CYTotalRevenueAmt
PY Grants And Similar Paid$32,845,937PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$39,459,815CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,742,665PYOtherExpensesAmt
CY Other Expenses$1,832,872CYOtherExpensesAmt
PY Total Expenses$34,588,602PYTotalExpensesAmt
CY Total Expenses$41,292,687CYTotalExpensesAmt
PY Revenues Less Expenses-$21,655,809PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,523,950CYRevenuesLessExpensesAmt
Total Assets BOY$103,456,436TotalAssetsBOYAmt
Total Assets EOY$112,842,335TotalAssetsEOYAmt
Total Liabilities BOY$91,188,987TotalLiabilitiesBOYAmt
Total Liabilities EOY$85,176,726TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,267,449NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,665,609NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE AND BRING ABOUT ADVANCES IN AREAS OF PUBLIC POLICY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$41,143,291ExpenseAmt
Grant$39,459,815GrantAmt
DescTHE ORGANIZATION PROMOTES PUBLIC POLICY CHANGE THROUGH RESEARCH, EDUCATION, ADVOCACY, GRANTMAKING, AND OTHER ACTIVITIES IN FURTHERANCE OF ITS EXEMPT PURPOSES. THE ORGANIZATION PROMOTES THE GENERAL WELFARE OF INDIVIDUALS AND THEIR COMMUNITIES BY ADVOCATING FOR BENEFICIAL CHANGES IN PUBLIC POLICY. IN 2020, THE ORGANIZATION MADE $39 MILLION IN GRANTS TO 36 ORGANIZATIONS IN FURTHERANCE OF THESE GOALS.Desc
Total Program Service Expenses$41,143,291TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APERCEN PARTNERS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6508047100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1314 LYTTON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CAITLYN FOX
PRESIDENT/DIRECTOR2.000.00Yes (X)Yes (X)$0$0$0
DAVID PLOUFFE THRU MAR 2020
PRESIDENT/DIRECTOR2.004.00Yes (X)Yes (X)$0$0$0
BRIAN MANCA
SECRETARY/TREASURER/DIRECTOR2.000.00Yes (X)Yes (X)$0$0$0
JAMES WANG THRU MAR 2020
DIRECTOR2.000.00Yes (X)$0$0$0
CRISTINA HUEZO
DIRECTOR2.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNGER TOLLES & OLSON LLPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 SOUTH GRAND AVENUE 50TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
ServicesLEGALServicesDesc
Compensation$233,081CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$49,014,802AllOtherContributionsAmt
Total Contributions$49,014,802TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$303,196TotalRevenueColumnAmt
Exclusion$303,196ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,513,599SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,014,960SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,498,639SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,498,639TotalRevenueColumnAmt
Exclusion$8,498,639ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,816,637TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,801,835ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$39,459,815TotalAmt
Program Services$39,459,815ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,133TotalAmt
Program Services$37,662ProgramServicesAmt
Management And General$5,471ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$143,302TotalAmt
Management And General$143,302ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$623TotalAmt
Management And General$623ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,645,814TotalAmt
Program Services$1,645,814ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,292,687TotalAmt
Program Services$41,143,291ProgramServicesAmt
Management And General$149,396ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$82,315,686BOYAmt
EOY$63,770,868EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$49,014,802EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$56,565EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,140,750BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$103,456,436BOYAmt
EOY$112,842,335EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$138,758BOYAmt
EOY$24,093EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,763,822BOYAmt
EOY$1,220,412EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$82,286,407BOYAmt
EOY$83,932,221EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$91,188,987BOYAmt
EOY$85,176,726EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,267,449BOYAmt
EOY-$21,349,193EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$49,014,802EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,267,449BOYAmt
EOY$27,665,609EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,456,436BOYAmt
EOY$112,842,335EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,523,950ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,125,790NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$56,690,847TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,125,790NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,125,790RevenueNotReportedAmt
Revenue Subtotal$57,816,637RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$57,816,637TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$41,292,687TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$41,292,687ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$41,292,687TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS DESCRIBED IN SECTION 501(C)(4) OF THE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(A) OF THE CODE. HOWEVER, CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL EXCISE TAX EXPENSE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2020 AND 2019. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABUNDANT HOUSING LA ACTION FUND
515 S FLOWER ST 18TH FLOORLOS ANGELESCA90071851253809501(C)(4)$25,000GENERAL OPERATING SUPPORT
ALLIANCE OF CALIFORNIANS FOR COMMUNITY EMPOWERMENT ACTION
3655 SOUTH GRAND AVE SUITE 250LOS ANGELESCA90007271482731501(C)(4)$100,000AFFORDABLE HOUSING
ALLIANCE OF CALIFORNIANS FOR COMMUNITY EMPOWERMENT ACTION
3655 SOUTH GRAND AVE SUITE 250LOS ANGELESCA90007271482731501(C)(4)$100,000AFFORDABLE HOUSING
AMERICA IS BETTER
50 F ST NW SUITE 300WASHINGTONDC20001264718617501(C)(4)$150,000IMMIGRATION REFORM
AMERICAN BUSINESS IMMIGRATION COALITION ACTION
1805 S ASHLAND AVECHICAGOIL60608833243718501(C)(4)$150,000IMMIGRATION REFORM
AMERICA'S VOICE
1441 L ST NW 12TH FLOORWASHINGTONDC20005200748404501(C)(4)$125,000GENERAL OPERATING SUPPORT
BAY AREA HOUSING ADVOCACY COALITION
95 BRADY STSAN FRANCISCOCA94103821817943501(C)(4)$200,000GENERAL OPERATING SUPPORT
BAY AREA HOUSING ADVOCACY COALITION
95 BRADY STSAN FRANCISCOCA94103821817943501(C)(4)$15,000AFFORDABLE HOUSING
BIPARTISAN POLICY CENTER ACTION INC
1225 I ST NW SUITE 900WASHINGTONDC20005261299114501(C)(4)$125,000IMMIGRATION REFORM
CALIFORNIA YIMBY
717 K ST SUITE 221SACRAMENTOCA95814823159002501(C)(4)$14,476GENERAL OPERATING SUPPORT
CALIFORNIANS AGAINST THE PRISON SPENDING SCAM
1787 TRIBUTE RD SUITE KSACRAMENTOCA95815843043016501(C)(4)$250,000GENERAL OPERATING SUPPORT
CALIFORNIANS AGAINST THE PRISON SPENDING SCAM
1787 TRIBUTE RD SUITE KSACRAMENTOCA95815843043016501(C)(4)$1,000,000GENERAL OPERATING SUPPORT
CALIFORNIANS AGAINST THE PRISON SPENDING SCAM
1787 TRIBUTE RD SUITE KSACRAMENTOCA95815843043016501(C)(4)$1,000,000GENERAL OPERATING SUPPORT
CASA DE MARYLAND INC
8151 15TH AVEHYATTSVILLEMD20783521372972501(C)(3)$200,000IMMIGRATION REFORM
CASA IN ACTION INC
8151 15TH AVEHYATTSVILLEMD20783272145405501(C)(4)$100,000IMMIGRATION REFORM
CENTER FOR AMERICAN PROGRESS ACTION FUND
1333 H ST NW 10TH FLOORWASHINGTONDC20005300192708501(C)(4)$175,000IMMIGRATION REFORM
COUNTY OF ALAMEDA CA
PO BOX 1293ALAMEDACA94501842916837COUNTY OF ALAMEDA, C$100,000AFFORDABLE HOUSING
DRUG POLICY ACTION
131 WEST 33RD ST 15TH FLOORNEW YORKNY10001521951197501(C)(4)$250,000GENERAL OPERATING SUPPORT
FWDUS INC
1776 MASSACHUSETTS AVE SUITE 601WASHINGTONDC20036462223015501(C)(4)$22,243,930GENERAL OPERATING SUPPORT
FWDUS INC
1776 MASSACHUSETTS AVE SUITE 601WASHINGTONDC20036462223015501(C)(4)$250,000IMMIGRATION REFORM
INSTITUTE FOR HIGHER EDUCATION POLICY
1825 K ST NW SUITE 720WASHINGTONDC20007521818907501(C)(3)$40,000PELL GRANT ELIGIBILITY
JUSTICE AND ACCOUNTABILITY CENTER OF LOUISIANA
4035 WASHINGTON AVE SUITE 203NEW ORLEANSLA70125461482878501(C)(3)$75,000CLEAN SLATE REFORM
MORE TREATMENT FOR A BETTER OREGON YES ON 110
5514 NE 31ST AVEPORTLANDOR97211852944188501(C)(4)$500,000GENERAL OPERATING SUPPORT
NEIGHBORS FOR AN AFFORDABLE SAN JOSE
150 POST ST SUITE 405SAN FRANCISCOCA94108843440922501(C)(4)$49,999AFFORDABLE HOUSING
NISKANEN CENTER FOR PUBLIC POLICY INC
820 1ST ST NE SUITE 675WASHINGTONDC20002474946572501(C)(4)$175,000IMMIGRATION REFORM
NPH ACTION FUND
369 PINE ST SUITE 350SAN FRANCISCOCA94104833147694501(C)(4)$550,000LEGISLATIVE ADVOCACY
NPH ACTION FUND
369 PINE ST SUITE 350SAN FRANCISCOCA94104833147694501(C)(4)$325,000AFFORDABLE HOUSING
OKLAHOMANS FOR CRIMINAL JUSTICE REFORM ACTION INC
1734 NE 23RD ST SUITE BOKLAHOMA CITYOK73111824661308501(C)(4)$250,000GENERAL OPERATING SUPPORT
PICO CALIFORNIA ACTION FUND
2000 FRANKLIN ST 3RD FLOOROAKLANDCA94612843224688501(C)(4)$750,000GENERAL OPERATING SUPPORT
PICO CALIFORNIA ACTION FUND
2000 FRANKLIN ST 3RD FLOOROAKLANDCA94612843224688501(C)(4)$100,000AFFORDABLE HOUSING
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANDOWNEVA20176620988294501(C)(3)$100,000CRIMINAL JUSTICE REFORM
SAN MATEANS FOR AFFORDABLE HOUSING
20 PARK RD SUITE EBURLINGAMECA94010851030685501(C)(4)$100,000AFFORDABLE HOUSING
SCHOOLS AND COMMUNITIES FIRST
4801 EXPOSITION BLVDLOS ANGELESCA90016824522877501(C)(4)$4,500,000GENERAL OPERATING SUPPORT
SCHOOLS AND COMMUNITIES FIRST
4801 EXPOSITION BLVDLOS ANGELESCA90016824522877501(C)(4)$4,500,000GENERAL OPERATING SUPPORT
SILICON VALLEY RISING ACTION
2102 ALMADEN RD SUITE 112SAN JOSECA95125474979642501(C)(4)$30,000GENERAL OPERATING SUPPORT
SIXTEEN THIRTY FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036264486735501(C)(4)$100,000CLEAN SLATE REFORM
SOCIAL GOOD ADVOCACY FUND INC
1005 CHERRY STPORT TOWNSENDWA98368825265736501(C)(4)$20,000AFFORDABLE HOUSING
SOCIAL GOOD ADVOCACY FUND INC
1005 CHERRY STPORT TOWNSENDWA98368825265736501(C)(4)$150,000TECH EQUITY
THE ADVOCACY FUND
1014 TORNEY AVESAN FRANCISCOCA94129943153687501(C)(4)$28,967CRIMINAL JUSTICE REFORM
THE COLLEGE AND COMMUNITY FELLOWSHIP INC
475 RIVERSIDE DR SUITE 1626NEW YORKNY10115311720017501(C)(3)$75,000PELL GRANT ELIGIBILITY
TIDES ADVOCACY
1014 TORNEY AVESAN FRANCISCOCA94129943153687501(C)(4)$100,000CRIMINAL JUSTICE REFORM
VITAL STRATEGIES INC
100 BROADWAY FOURTH FLOORNEW YORKNY10005223419667501(C)(3)$100,000COVID-19 RESPONSE
VITAL STRATEGIES INC
100 BROADWAY FOURTH FLOORNEW YORKNY10005223419667501(C)(3)$100,000COVID-19 RESPONSE
YES ON 16 OPPORTUNITY FOR ALL COALITION
555 CAPITOL MALL SUITE 400SACRAMENTOCA95814854965287501(C)(4)$100,000GENERAL OPERATING SUPPORT
YIMBY ACTION
1260 MISSION STSAN FRANCISCOCA94103815140915501(C)(4)$65,000AFFORDABLE HOUSING
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org27TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1FormAndLineReferenceDesc
ExplanationALL POTENTIAL GRANTS ARE REVIEWED FOR GRANTEE'S ELIGIBILITY BASED ON TAX-EXEMPTION AND TYPE OF ORGANIZATION. ALL GRANTS ARE COMPLETED USING A FORMAL GRANT AGREEMENT AND ARE ANALYZED TO DETERMINE WHETHER THEY ARE FOR POLITICAL, ADVOCACY OR OTHER PURPOSES. IN MANY CASES THE ORGANIZATION'S GRANTS MANAGEMENT TEAM HAS ONGOING CONTACT WITH GRANTEES TO MONITOR AND DISCUSS USE OF GRANT FUNDS.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
CHAN ZUCKERBERG INITIATIVE LLC
DESIGNATORPROGRAMS AND GRANTS - FUNDS ADVANCED IN 2016 THROUGH 2018Yes (X)$59,903,374$62,819,0740Yes (1)Yes (1)
CHAN ZUCKERBERG INITIATIVE LLC
DESIGNATORPROGRAMS AND GRANTS - FUNDS ADVANCED IN 2019Yes (X)$20,000,000$21,113,1470Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$83,932,221TotalBalanceDueAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:FormAndLineReferenceDesc
ExplanationBECAUSE THE LENDER AND THE PURPOSE OF THE LOANS WERE IDENTICAL, THE LOANS LISTED IN SCHEDULE L, PART II WERE REPORTED AS A SINGLE LOAN ON 2019 FORM 990, SCHEDULE L. THE LOANS ARE REPORTED SEPARATELY ON THIS SCHEDULE L. NO NEW LOANS OR ADVANCES WERE MADE IN 2020.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S BYLAWS GIVE THE POWER TO APPOINT DIRECTORS AND SET THE NUMBER OF DIRECTORS TO THE NAMED DESIGNATOR.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM. A COPY IS PROVIDED TO EACH DIRECTOR AND COUNSEL FOR REVIEW BEFORE BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, KEY EMPLOYEES, COMMITTEE MEMBERS, SPOUSES OR DOMESTIC PARTNERS OF ANY OF THE LISTED PEOPLE, AND FORMER OFFICERS, DIRECTORS OR KEY EMPLOYEES WHO SERVED IN SUCH CAPACITY WITHIN THE FIVE PREVIOUS YEARS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A COVERED PERSON MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIPS. ALL NEWLY APPOINTED OR ELECTED BOARD MEMBERS OR OFFICERS SHALL DISCLOSE ALL KNOWN CONFLICTS OF INTEREST AND DISCLOSABLE RELATIONSHIPS UPON ASSUMPTION OF THEIR DUTIES, AND SHOULD A CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP DEVELOP, MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE SUCH ACTUAL OR POSSIBLE CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP. AFTER A POTENTIAL CONFLICT HAS BEEN DISCLOSED, THE BOARD OR COMMITTEE SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE DETERMINES THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THEN IT WILL BE INVESTIGATED AND DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTERESTS.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION DOES NOT COMPENSATE ANY DIRECTOR, OFFICER, OR EMPLOYEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL AND STATE LAW.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CHAN ZUCKERBERG BIOHUB INC
499 ILLINOIS STSAN FRANCISCOCA94158811669175MEDICAL RESEARCHCA501(C)(3)LINE 4N/A0
CHAN ZUCKERBERG INITIATIVE FOUNDATION
314 LYTTON AVEPALO ALTOCA94301455002209GRANTMAKINGCA501(C)(3)PFN/A0
FWDUS EDUCATION FUND INC
PO BOX 34506WASHINGTONDC20043820962378EDUCATIONDE501(C)(3)LINE 70FWDUS INC
FWDUS INC
PO BOX 34506WASHINGTONDC20043462223015SOCIAL WELFAREDE501(C)(4)N/AN/A0
GRADIENT LEARNING
340 S LEMON AVE 6119WALNUTCA91789352645251EDUCATIONCA501(C)(3)LINE 7N/A0
OPENNESS FOUNDATION
314 LYTTON AVEPALO ALTOCA94301270889149GRANTMAKINGCA501(C)(3)PFN/A0
THE PRIMARY SCHOOL - EAST PALO ALTO
2086 CLARKE STEAST PALO ALTOCA94303473334579EDUCATIONCA501(C)(3)LINE 2N/A0
THE PRIMARY SCHOOL LAB
1765 E BAYSHORE RD SUITE A2EAST PALO ALTOCA94303364858582SOCIAL WELFARECA501(C)(4)N/AN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FACEBOOK INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 WILLOW RDAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
EIN201665019EIN
Primary ActivitiesSOCIAL MEDIAPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPLEMENTAL DISCLOSURE RELATED TO SCHEDULE R:FormAndLineReferenceDesc
ExplanationONE 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 CZIA FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S MANAGERS, GIVEN CZI'S RELATIONSHIP WITH CZIA. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL CZIA. AS PART OF THE RELATIONSHIP BETWEEN CZI AND CZIA, CZI PROVIDES PRO BONO SUPPORT TO CZIA, AND CZI STAFFERS PROVIDING SUPPORT TO CZIA FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH CZIA HOLDS ITSELF AND ITS SERVICE PROVIDERS.ExplanationTxt

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