2021-11-12T02:42:42-06:00 2020-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2020-01-01 811669175 CHAN ZUCKERBERG BIOHUB INC CHAN 6282003246 499 ILLINOIS ST SAN FRANCISCO CA 94158 VICTOR COLUNGA CFO AND TREASURER 6282003246 2021-11-11 1 VICTOR COLUNGA 999009999 ANNA KOLAKALURI P01275237 6123974000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GAJUS WORTHINGTON 499 ILLINOIS ST SAN FRANCISCO CA 94158 14019977 0 X WWW.CZBIOHUB.ORG X 2016 CA CONDUCT CUTTING EDGE MEDICAL RESEARCH 7 3 147 0 0 0 10451256 12999993 421941 472759 1286901 317759 83378 229466 12243476 14019977 22278762 24769945 0 0 18098377 21962369 0 0 0 24924894 30625193 65302033 77357507 -53058557 -63337530 468214819 404074181 13973337 13170229 454241482 390903952 X ALLEVIATING HUMAN SUFFERING THROUGH ITS MISSION TO CURE, MANAGE, AND PREVENT ALL DISEASES BY THE END OF THE 21ST CENTURY. 0 0 68944396 24769945 472759 THOUGH OUR LABS WERE SHUT DOWN FOR EVERYTHING BUT ESSENTIAL COVID-19 WORK THROUGH MOST OF THE SUMMER OF 2020, OUR STAFF WERE STILL VERY PRODUCTIVE WITH THE TIME THEY HAD PRIOR TO THE SHELTER IN PLACE ORDERS AND AFTER WE WERE ABLE TO BEGIN NON-COVID WORK AT A LOWER AND SAFE LAB DENSITY. AMONG THE PUBLISHED WORK WE WERE ABLE TO COMPLETE ARE THE FOLLOWING:- NINE JOURNAL PUBLICATIONS ABOUT AGING AND DISEASES OF AGING, LARGELY ORIENTED AROUND SINGLE CELL TRANSCIPTOMICS. - NINE JOURNAL PUBLICATIONS AND PREPRINTS DESCRIBING TOOLS DEVELOPED TO FACILITATE SINGLE CELL TRANSCIPTOMICS.- FIVE JOURNAL PUBLICATIONS INVOLVING THE USE OF SINGLE CELL TRANSCRIPTOMICS IN DEVELOPMENT AND NEUROSCIENCE.- SIX JOURNAL PUBLICATIONS INVOLVING THE USE OF SINGLE CELL TRANSCRIPTOMICS IN INFECTIOUS DISEASE AND IMMUNE RESPONSE.- FIVE JOURNAL PUBLICATIONS RELATING TO STUDIES ABOUT CELL ARCHITECTURE.- SEVEN PUBLICATIONS AND PREPRINTS DESCRIBING TOOLS TO STUDY CELLULAR ARCHITECTURE.- TWENTY-SIX JOURNAL/PRE-PRINT PUBLICATIONS FOCUSED ON COVID-19.- THIRTEEN JOURNAL/PRE-PRINT PUBLICATIONS ON IMMUNOLOGICAL ASPECTS OF INFECTION.- SIX PUBLICATIONS ON NEW TOOLS FOR INFECTIOUS DISEASE INVESTIGATION.ORGANIZATIONALLY, WE AUGMENTED OUR RESEARCH ORGANIZATION LEADERSHIP BY RECRUITING A CHIEF SCIENTIFIC OFFICER, A NATIONAL ACADEMY OF SCIENCE RESEARCHER TO LEAD OUR SCIENTIFIC PROGRAMS.IN ADDITION TO THE ABOVE, THE BIOHUB MOBILIZED TO DELIVER A NUMBER OF CONTRIBUTIONS TOWARDS COVID-19. THESE INCLUDE:1) CLIAHUB, WITH OVER 160,000 PATIENT SAMPLES TESTED.2) COVIDTRACKER FOR MOLECULAR EPIDEMIOLOGY.3) CATCH, AN AT-HOME SAMPLE COLLECTION TESTING PLATFORM.4) AN FDA EMERGENCY USE AUTHORIZATION SUBMISSION FOR A FULLY DESIGNED AND TESTED LOW-COST VENTILATOR.5) FUNDING FOR THREE SEPARATE ANTIVIRAL INVESTIGATIONAL NEW DRUG FILINGS IN CONJUNCTION WITH STANFORD UNIVERSITY.6) COLLABORATION ON MULTIPLE SEROLOGICAL PROJECTS.7) COLLABORATION ON THE DEVELOPMENT OF EARLY STAGE COVID-19 VACCINES.8) ORGANIZATION AND EXECUTION OF CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SCIENTIFIC WORKSHOPS.9) ASSISTANCE WITH PROCUREMENT OF EQUIPMENT AND SUPPLIES FOR TESTING CLINICS AROUND THE BAY AREA. 68944396 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 83 0 1 147 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 3 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 1 0 1 0 CA X VICTOR COLUNGA CFO & TREASURER 6282003246 499 ILLINOIS ST SAN FRANCISCO CA 94158 X JOSEPH DERISI CO-PRESIDENT 40.00 0.00 X X 909234 0 35540 STEVE QUAKE CO-PRESIDENT 40.00 0.00 X X 909234 0 35540 CORI BARGMANN DIRECTOR 2.00 0.00 X 0 0 0 JOHN HENNESSY DIRECTOR 2.00 0.00 X 0 0 0 PRISCILLA CHAN DIRECTOR 2.00 3.50 X 0 0 0 REID HOFFMAN DIRECTOR 2.00 0.00 X 0 0 0 MARK ZUCKERBERG DIRECTOR 2.00 41.50 X 0 0 0 GAJUS WORTHINGTON CHIEF OPERATING OFFICER 40.00 0.00 X 741684 0 45961 VICTOR COLUNGA CFO & TREASURER 40.00 0.00 X 713940 0 44170 MAUREEN SHEEHY SECRETARY AND LEGAL COUNSEL 40.00 0.00 X 607455 0 43513 JIM KARKANIAS VP, DATA SCIENCES & IT INF 40.00 0.00 X 510736 0 36565 SANDRA L SCHMID START 6120 CHIEF SCIENTIFIC OFFICER 40.00 0.00 X 384941 0 13593 WILLIAM BURKHOLDER DIRECTOR, SCIENTIFIC PGRM MGMT 40.00 0.00 X 277856 0 39195 SONYA ZILKA VP OF HUMAN RESOURCE 40.00 0.00 X 495945 0 29103 RAFAEL GOMEZ-SJOBERG DIRECTOR, BIOENGINEERING 40.00 0.00 X 319515 0 32948 ANNETTE PARENT LEAD IP COUNSEL 40.00 0.00 X 303845 0 24124 ASTRID HO CONTROLLER 40.00 0.00 X 281234 0 45823 JOSHUA E ELIAS-MERRIMAN PLATFORM LEADER 40.00 0.00 X 257518 0 29783 6713137 0 455858 78 0 1 0 KDINFOTECH 95 S MARKET ST 220 SAN FRANCISCO CA 95113 IT SERVICES 1009603 KILPATRICK TOWNSEND PO BOX 39000 SAN FRANCISCO CA 94139 LEGAL SERVICES 828649 AEROTEK INC 7301 PARKWAY DRIVE HANOVER MD 21076 TEMPORARY SERVICES 752089 CATHERINE M LELYVELD DBA KML STRATEGIC 7981 LA JOLLA DRIVE LA JOLLA CA 92037 COMMUNICATION SERVICES 384261 WILSON SONSINI GOODRICH & ROSATI 650 PAGE MILL ROAD PALO ALTO CA 943041050 LEGAL SERVICES 334895 16 12999993 772518 12999993 COLLABORATION PROGRAM & LICENSE 541700 472759 472759 472759 317759 317759 229466 229466 14019977 472759 0 547225 24709945 24709945 60000 60000 5055080 2810154 2244926 13073142 10606604 2466538 720188 584309 135879 2019430 1751307 268123 1094529 810065 284464 1816061 1457248 358813 111680 111680 2882041 2104572 777469 469485 18312 451173 3227533 3087151 140382 2066256 1817062 249194 6867588 6193518 674070 80589 80236 353 22742 21113 1629 7943 7943 3684057 3589065 94992 175945 67975 107970 LAB SUPPLIES 8396799 8396799 MEALS & ENTERTAINMENT 768627 723744 44883 ALL OTHER EXP 39100 39100 BUSINESS & INCOME TAXES 7322 7093 229 1425 1081 344 77357507 68944396 8413111 0 7662391 4539723 91233639 87950358 353225605 296523989 423174 946696 1015036 1541870 18694280 9004741 11711016 9689539 641875 904922 2302083 1977084 468214819 404074181 3858373 3618027 10114964 9552202 13973337 13170229 X 97464133 90641865 356777349 300262087 454241482 390903952 468214819 404074181 -63337530 0 X 0 1 X 1 0 X AFFILIATED HOSPITALS OF STANFORD STANFORD CA AFFILIATED HOSPITALS OF UCSF SAN FRANCISCO CA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 328114 104513 223601 18366166 8900228 9465938 9689539 X 14019977 0 14019977 0 14019977 77357507 0 77357507 0 77357507 PART X, LINE 2: THE BIOHUB IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A MEDICAL RESEARCH ORGANIZATION OPERATED IN CONJUNCTION WITH A HOSPITAL AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE BIOHUB HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2020. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ATTENDING AND SPEAKING AT CONFERENCE 5710 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ATTENDING AND SPEAKING AT CONFERENCE 199 SOUTH ASIA 0 0 PROGRAM SERVICES ATTENDING AND SPEAKING AT CONFERENCE 540 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ATTENDING AND SPEAKING AT CONFERENCE 387 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONSULTING SERVICES 37120 EAST ASIA AND THE PACIFIC 0 0 GRANT-MAKING 20000 SOUTH ASIA 0 0 GRANT-MAKING 20000 SUB-SAHARAN AFRICA 0 0 GRANT-MAKING 20000 0 0 0 0 0 0 103956 0 103956 SOUTH ASIA COVID-19 SUPPORT 20000 ELECTRONIC FUND/WIRE TRANSFER EAST ASIA AND THE PACIFIC COVID-19 SUPPORT 20000 ELECTRONIC FUND/WIRE TRANSFER SUB-SAHARAN AFRICA COVID-19 SUPPORT 20000 ELECTRONIC FUND/WIRE TRANSFER 3 0 0 0 0 0 0 PART I, LINE 2: THE GRANTS STIPULATED THE PURPOSE OF THE FUNDS TO THE RECIPIENT IN A GRANT LETTER AND WHAT THE FUNDS SHOULD BE USED FOR AND THE ORGANIZATION OBTAINED ACTUAL RECEIPTS FOR THE GRANTS PROVIDED TO VALIDATE THE FUNDING WAS USED FOR THE PURPOSE INTENDED PART I, LINE 3: ACCRUAL METHOD USED; EXPENDITURES IN REGION PART III ACCOUNTING METHOD: PART II, LINE 1: ACCRUAL METHOD USED 1 STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 11133566 SCIENTIFIC AND MEDICAL RESEARCH UC SAN FRANCISCO PO BOX 0248 SAN FRANCISCO CA 94143 946036493 501(C)(3) 8886379 SCIENTIFIC AND MEDICAL RESEARCH UC BERKELEY 2195 HEARST AVE RM 120 MC 1104 BERKELEY CA 94720 946002123 501(C)(3) 4690000 SCIENTIFIC AND MEDICAL RESEARCH 3 0 PART I, LINE 2: WITH REGARD TO INVESTIGATOR AWARDS UNDER A MASTER COLLABORATION AGREEMENT WITH THREE UNIVERSITIES, THE BIOHUB OBLIGATES THE USE OF THE GIFT FUNDS ONLY FOR THE PURPOSE FOR WHICH THE BIOHUB MAKES THE AWARDS. WE REQUIRE WRITTEN REPORTS CONCERNING THE RESEARCH DONE BY THE RECIPIENTS. THE FUNDS ARE PROVIDED TO THE UNIVERSITIES EMPLOYING THE RECIPIENTS AND THE UNIVERSITIES DISBURSE THE FUNDS ACCORDING TO THEIR POLICIES REGARDING BOTH PROPRIETY AND PROCESS (INCLUDING SUBSTANTIATION). FROM TIME TO TIME, THE BIOHUB MAY ALSO MAKE SMALL DISCRETIONARY GIFTS FOR RESEARCH AND SIMILAR PURPOSES DIRECTLY TO RECIPIENTS WITHOUT THE NEED FOR A WRITTEN PROPOSAL AND WITH LIMITED AND/OR WITHOUT A POST-GRANT REVIEW BY THE BIOHUB. X X X 0 0 0 0 0 0 0 1 0 JOSEPH DERISI CO-PRESIDENT 564638 0 343354 0 1242 0 7120 0 28420 0 944774 0 0 0 STEVE QUAKE CO-PRESIDENT 564638 0 343354 0 1242 0 7120 0 28420 0 944774 0 0 0 GAJUS WORTHINGTON CHIEF OPERATING OFFICER 458888 0 281554 0 1242 0 7291 0 38670 0 787645 0 0 0 VICTOR COLUNGA CFO & TREASURER 437888 0 269194 0 6858 0 13000 0 31170 0 758110 0 0 0 MAUREEN SHEEHY SECRETARY AND LEGAL COUNSEL 413498 0 191635 0 2322 0 12343 0 31170 0 650968 0 0 0 JIM KARKANIAS VP, DATA SCIENCES & IT INF 345224 0 163190 0 2322 0 8145 0 28420 0 547301 0 0 0 SONYA ZILKA VP OF HUMAN RESOURCE 336503 0 154600 0 4842 0 12608 0 16495 0 525048 0 0 0 SANDRA L SCHMID START 6120 CHIEF SCIENTIFIC OFFICER 224299 0 136473 0 24169 0 7321 0 6272 0 398534 0 0 0 RAFAEL GOMEZ-SJOBERG DIRECTOR, BIOENGINEERING 239330 0 79390 0 795 0 9750 0 23198 0 352463 0 0 0 ANNETTE PARENT LEAD IP COUNSEL 221442 0 80339 0 2064 0 11083 0 13041 0 327969 0 0 0 ASTRID HO CONTROLLER 206038 0 74506 0 690 0 9750 0 36073 0 327057 0 0 0 WILLIAM BURKHOLDER DIRECTOR, SCIENTIFIC PGRM MGMT 209855 0 66042 0 1959 0 10877 0 28318 0 317051 0 0 0 JOSHUA E ELIAS-MERRIMAN PLATFORM LEADER 194133 0 62954 0 431 0 0 0 29783 0 287301 0 0 0 PART I, LINE 7 INCENTIVE COMPENSATION WAS PROVIDED TO CERTAIN PERSONS LISTED ON PART VII OF THE FORM 990. INCENTIVE COMPENSATION WAS PAID BASED ON A FIXED PERCENTAGE OF BASE COMPENSATION, PLUS AN ADDITIONAL DISCRETIONARY PERCENTAGE SUBJECT TO BOARD APPROVAL. CHAN ZUCKERBERG INITIATIVE LLC (CZI) ENTITY MANAGED BY DIRECTORS MARK ZUCKERBERG AND PRISCILLA CHAN 338561 COLLABORATION REVENUE PAID FROM CZI TO BIOHUB 0 X COMMON AREA MAINTENANCE 1 734398 COST OR SELLING PRIC X LAB EQUIPMENT 2 28998 COST OR SELLING PRIC X LAB SUPPLIES 1 9122 COST OR SELLING PRIC 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 DR. CHAN (DIRECTOR) AND MR. ZUCKERBERG (DIRECTOR) HAVE A FAMILY RELATIONSHIP. CORI BARGMANN, DR. CHAN AND MR. ZUCKERBERG HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES TWO DIRECTORS TO THE BOARD (DESIGNATED DIRECTORS). SUCH DESIGNATED DIRECTORS APPROVE THE APPOINTING, ELECTING, OR REMOVING OF ANY DIRECTOR OF THE ORGANIZATION INCLUDING THE FILLING OF ANY VACANCY OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE SUBJECT TO APPROVAL BY THE TWO DESIGNATED DIRECTORS INCLUDING: -CHANGING THE NATURE OR SCOPE OF THE MISSION. -CHANGING, SELLING OR LICENSING THE NAME OF THE CORPORATION. -APPROVING OR PERMITTING THE USE OF OTHER EXPLOITATION OF THE NAME OF THE CORPORATION BY ANY PARTY, OTHER THAN THE DESIGNATOR, ANY AFFILIATE OR AFFILIATED ENTITY OF THE DESIGNATOR AND, SOLELY IN CONNECTION WITH THE CORPORATION'S ACTIVITIES IN FURTHERANCE OF THE MISSION. -APPOINTING, ELECTING OR REMOVING ANY DIRECTOR OF THE CORPORATION AND FILLING OF ANY VACANCY OF THE BOARD. -INCREASING OR DECREASING THE NUMBER OF DIRECTOR SEATS ON THE BOARD. -APPOINTING, ELECTING OR REMOVING THE CHAIRPERSON -ACCEPTING CONTRIBUTIONS FROM ANY PARTY OTHER THAN FROM THE DESIGNATOR, ANY AFFILIATE OR AFFILIATED ENTITY OF THE DESIGNATOR, OR ANY DONOR ADVISED FUND IN WHICH THE DESIGNATION OR AFFILIATE HAVE ADVISORY PRIVILEGES. OTHER PARTY FUNDING CAN BE ACCEPTED IF THE DESIGNATOR FUNDING SOURCE HAS A MATERIAL BREACH AND ADDITIONAL FUNDING IS NEEDED. -APPROVAL OR EFFECTING OF A MATERIAL SALE OF ASSETS OR MERGER OF THE ORGANIZATION OR CONVERSION INTO ANOTHER FORM OF ENTITY. -APPROVAL OF ACTION CAUSING CHANGE FROM EXEMPT STATUS UNDER 501(A) OF THE CODE. -APPROVAL FOR COMMENCING BANKRUPTCY, INSOLVENCY OR RELIEF OF DEBTORS. -APPROVAL, PERMITTING OR EFFECTING ANY TRANSACTION TO LIQUIDATE, WIND UP OR DISSOLVE THE CORPORATION. -APPROVAL FOR CHANGE TO ORGANIZATION DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR TAX CONSULTANTS. THE DRAFT IS REVIEWED BY THE CFO OF THE ORGANIZATION. THE FORM 990 IS THEN MADE AVAILABLE TO THE BOARD PRIOR TO THE 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON MUST DISCLOSE IN WRITING TO THE CHIEF CONFLICTS OFFICER EACH OF HIS OR HER CONFLICTS OF INTEREST, INCLUDING FINANCIAL INTERESTS, WHEN THEY JOIN THE COMPANY. TO ENSURE THAT POTENTIAL CONFLICTS OF INTEREST AND CONFLICTS OF COMMITMENT ARE DISCLOSED, EACH COVERED PERSON IS REQUIRED TO UPDATE THEIR DISCLOSURE PERIODICALLY THROUGHOUT THE YEAR AT ANY TIME WHEN HIS OR HER PREVIOUSLY DISCLOSED FINANCIAL INTERESTS CHANGE OR A NEW POTENTIAL CONFLICT OF COMMITMENT OR CONFLICT OF INTEREST ARISES. IN ADDITION, CERTAIN EMPLOYEES AT THE LEVEL OF GROUP OR PLATFORM LEADER OR ABOVE ARE REQUIRED TO FILE UPDATED DISCLOSURE STATEMENTS EACH YEAR. THE BOARD OF DIRECTORS APPROVED THE CONFLICT OF COMMITMENT AND CONFLICT OF INTEREST POLICY FOR THE BIOHUB, WHICH OUTLINES THE MECHANISMS FOR IMPLEMENTING THE POLICY. THE CHIEF CONFLICTS OFFICER OR IN SOME INSTANCES, THE BOARD OF DIRECTORS OR A COMMITTEE DESIGNATED BY THE BOARD IS RESPONSIBLE FOR INTERPRETING BOTH CONFLICTS OF COMMITMENT AND CONFLICTS OF INTEREST UNDER THE POLICY. THE CHIEF CONFLICTS OFFICER'S PRIMARY RESPONSIBILITY IS DETERMINING WHETHER A CONFLICT OF COMMITMENT OR CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER THE PROPOSED ACTIVITY OR THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE CONFLICT IS IN THE BEST INTERESTS OF THE BIOHUB AND CAN PROCEED IN A MANNER THAT PROTECTS THE BIOHUB'S FINANCIAL, SCIENTIFIC, AND REPUTATIONAL INTERESTS. WHEN A COVERED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF COMMITMENT OR CONFLICT OF INTEREST UNDER THIS POLICY, THE CHIEF CONFLICTS OFFICER WILL FOLLOW THE REVIEW PROCEDURES OUTLINED IN THE POLICY. A COVERED PERSON MAY NOT ENGAGE IN ANY ACTIVITY THAT GIVES RISE TO A CONFLICT OF COMMITMENT OR A CONFLICT OF INTEREST WITHOUT RECEIVING THE APPROVAL(S) REQUIRED IN THIS POLICY. WITH RESPECT TO ANY CONFLICT OF INTEREST, THE COVERED PERSON WILL BE RECUSED FROM ALL DECISIONS INVOLVING THE ACTIVITY GIVING RISE TO THE CONFLICT, AND THE CHIEF CONFLICTS OFFICER, THE BOARD OF DIRECTORS, OR A COMMITTEE DESIGNED BY THE BOARD WILL DETERMINE WHETHER TO PROCEED WITH THE ACTIVITY NOTWITHSTANDING THE CONFLICT. IF THE COVERED PERSON INVOLVED IN THE POTENTIAL OR ACTUAL CONFLICT UNDER REVIEW IS AN OFFICER OF THE BIOHUB, THE CONFLICT REVIEW PROCEDURES WILL BE PERFORMED BY THE BOARD OF DIRECTORS OR A COMMITTEE DESIGNATED BY THE BOARD, ASSISTED BY THE CHIEF CONFLICTS OFFICERAND, IF REQUESTED BY THE BOARD OR COMMITTEE, OUTSIDE COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE OF THE BOARD REVIEW AND APPROVE THE COMPENSATION OF THE ORGANIZATION'S CO-PRESIDENTS. THE PROCESS INCLUDES A REVIEW OF THE COMPENSATION AGAINST COMPARABILITY DATA SURVEY PROVIDED PERIODICALLY BY AN INDEPENDENT COMPENSATION SERVICE. THE APPROVAL PROCESS IS DOCUMENTED CONTEMPORANEOUSLY. THE MOST RECENT COMPARABILITY DATA STUDY WAS COMPLETED IN 2018 AND WAS USED TO SET 2019 AND 2020 COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, DOCUMENTS THAT ARE REQUIRED BY LAW TO BE AVAILABLE FOR PUBLIC INSPECTION WILL BE MADE AVAILABLE. FORM 990, PART VI, SECTION B, LINE 16B BIOHUB HAS EXECUTED CERTAIN WRITTEN COLLABORATION AGREEMENTS IN FURTHERANCE OF ITS EXEMPT MISSION. SUCH CONTRACTS ARE EXECUTED ON TERMS THAT ARE AT ARM'S LENGTH OR MORE FAVORABLE TO BIOHUB. PART VII, SECTION A WHERE 40 HOURS IS LISTED AS HOURS OF SERVICE IN RESPECT OF AN INDIVIDUAL, THIS IS BASED ON AN ESTIMATED FULL-TIME WORK WEEK. ACTUAL HOURS DEVOTED BY THE INDIVIDUAL MAY VARY SIGNIFICANTLY, AND MAY EXCEED THE 40 HOUR ESTIMATE. CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 0 THE PRIMARY SCHOOL LAB 1765 E BAYSHORE RD SUITE A2 E PALO ALTO CA 94303 364858582 SOCIAL WELFARE CA 501(C)(4) N/A 0 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE STREET E PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 0 OPENNESS FOUNDATION 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 270889149 GRANTMAKING CA 501(C)(3) PF N/A 0 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 N/A 0 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC DE 20043 820962378 EDUCATE THE PUBLIC ABOUT IMMIGRATION AND CRIMINAL JUSTICE POLICY AND REFORM DE 501(C)(3) LINE 7 FWDUS INC 0 FWDUS INC PO BOX 34506 WASHINGTON DC DE 20043 462223015 ADVOCATE FOR IMMIGRATION AND CRIMINAL JUSTICE REFORM DE 501(C)(4) N/A 0 FACEBOOK INC 1601 WILLOW ROAD MENLO PARK CA 94025 201665019 SOCIAL MEDIA SERVICE COMPANY DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART II AND PART IV 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 THE BIOHUB FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S MANAGERS, GIVEN CZI'S RELATIONSHIP WITH THE BIOHUB. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL THE BIOHUB, AND THE BIOHUB'S DATA IS NOT SOLD OR SHARED WITH FACEBOOK, THE PASSIVE INVESTMENT VEHICLES, OR ANY OF THE DISCLOSED TAX-EXEMPT ENTITIES.