2020-11-16T18:42:37-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2019-01-01 462223015 FWDUS INC FWDU 2024240675 PO BOX 34506 WASHINGTON DC 20043 SURIN RAMKISSOON TREASURER 2024240675 2020-11-16 1 KAREN GRIES P00078514 6123764500 2020-11-16 108.48.156.67 2020-11-16 18:30:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 87826B80F82B7742AC94E6ED7EC5993094E974B0 2019 2021-04-22 16:20:28Z PO BOX 34506 WASHINGTON DC 20043 27872495 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 2 101 4 0 0 24064561 27468060 0 350000 106 -277 144252 43360 24208919 27861143 1988099 3028758 0 0 3735163 5855681 20000 84000 174101 9834888 11943439 15578150 20911878 8630769 6949265 19050238 25930545 1245329 1516685 17804909 24413860 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 17951531 3028758 350000 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. 17951531 0 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 64 0 101 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 4 2 0 0 1 0 1 1 1 1 0 0 0 1 1 0 1 0 1 1 0 0 CA NY X SURIN K RAMKISSOON 2024240675 PO BOX 34506 WASHINGTON DC 20043 TODD SCHULTE PRESIDENT 32.00 18.00 X 260000 140000 40738 CAMMIE CROFT CHIEF COMMUNITY OFFICER 25.00 15.00 X 162381 98994 37907 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 21.00 29.00 X 110812 154188 32888 ZOE TOWNS SR. DIRECTOR, CRIMINAL JUSTICE REFORM 26.00 14.00 X 166325 91175 23474 MARK DELICH DIRECTOR OF CONGRESSIONAL AFFAIRS 37.00 3.00 X 212909 16807 26967 SURIN RAMKISSOON COO & TREASURER 30.00 20.00 X 121138 78862 34658 CHRISTOPHER COGER HEAD OF TECHNOLOGY 25.00 15.00 X 119191 73142 27451 PETER BOOGAARD COMMUNICATIONS DIRECTOR 20.00 20.00 X 96759 98710 13533 COREY WIGGINS DIRECTOR 5.00 3.00 X 20316 10937 0 GABRIELLE PACHECO DIRECTOR (THRU 10/19) 5.00 3.00 X 19092 10278 0 FELICIA ESCOBAR DIRECTOR 4.00 0.00 X 27086 0 0 ANDREW PINCUS DIRECTOR 4.00 0.00 X 0 0 0 DAVID PLOUFFE DIRECTOR 4.00 4.00 X 0 0 0 REID HOFFMAN DIRECTOR (THRU 6/19) 2.00 0.00 X 0 0 0 MARK ZUCKERBERG DIRECTOR (THRU 6/19) 2.00 40.00 X 0 0 0 1316009 773093 237616 28 0 1 0 PLUS COMMUNICATIONS PO BOX 16504 ALEXANDRIA VA 22302 GRASSROOTS/GRASSTOPS ORGANIZING AND COMM 1681457 FACEBOOK INC 1601 WILLOW ROAD MENLO PARK CA 94025 DIGITAL MEDIA 1323027 COVINGTON & BURLING LLP ONE CITYCENTER 850 TENTH STREET NW WASHINGTON DC 20001 LEGAL SERVICES 419543 KIVVIT 222 W MERCHANDISE MART PLAZA SUITE CHICAGO IL 60654 COMMUNICATIONS AND PAID MEDIA 358115 FIERCE GOVERNMENT RELATIONS 1155 F ST NW SUITE 950 WASHINGTON DC 20004 LOBBYING 280000 15 27465560 2500 27468060 PROGRAM SERVICE REVENUE 900099 350000 350000 350000 11075 11075 43360 0 43360 43360 43360 11352 -11352 -11352 -11352 27861143 350000 0 43083 X 3028758 3028758 553175 387222 138294 27659 4297794 3771053 496456 30285 214475 188321 24675 1479 426827 372479 50842 3506 363410 312247 46999 4164 429760 12913 416847 104880 104880 1472725 1472725 84000 84000 4493615 4129291 364324 1889233 1889233 217793 187388 27930 2475 501852 58043 443458 351 502208 431505 64949 5754 1380784 1087989 279558 13237 771753 519722 251938 93 77832 66874 10066 892 14002 12031 1811 160 MEMBERSHIP DUES 50208 20208 30000 REGISTRATIONS, LICENSES 32786 85 32701 0 BANK FEES 4008 3444 518 46 20911878 17951531 2786246 174101 17081502 1036853 259334 19698550 250000 7491 10843 46139 178683 342196 143194 253622 199002 11352 170751 1390798 4385863 19050238 25930545 1230969 1498720 14360 17965 1245329 1516685 X 5412121 4072733 12392788 20341127 17804909 24413860 19050238 25930545 6949265 -340314 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 529595 529595 529595 1 PART I-A, LINE 1: FWD.US IS A BIPARTISAN ORGANIZATION AND DOES NOT ENDORSE CANDIDATES OR POLITICAL PARTIES FOR PUBLIC OFFICE, NOR DOES IT ADVOCATE FOR THE ELECTION OR DEFEAT OF PARTICULAR CANDIDATES. IN 2019, FWD.US ISSUED A GRANT TO SUPPORT A STATE CANVASSING CAMPAIGN TO GET OUT THE VOTE IN SUPPORT OF CRIMINAL JUSTICE REFORM. OUT OF AN ABUNDANCE OF CAUTION, THE ORGANIZATION HAS REPORTED THIS AS AN INDIRECT POLITICAL EXPENDITURE. 28429 3655 24774 146225 80376 65849 167542 59163 108379 199002 SECURITY DEPOSITS 48581 DUE FROM RELATED PARTY 4337282 4385863 SECURITY DEPOSITS PAYABLE 7167 DUE TO RELATED PARTY 10798 17965 X 1 THE CONRAD GROUP 415 NEW JERSEY AVE SE UNIT 1 WASHINGTON DC 20003 FUNDRAISING 0 0 10000 -10000 CENICOLA CONSULTING LLC 140 RIVERSIDE BLVD 323 NEW YORK NY 10069 FUNDRAISING 0 0 44000 -44000 ROBERT STOWE 32 ATHENS STREET SAN FRANCISCO CA 94112 FUNDRAISING 0 0 30000 -30000 84000 -84000 CA NY 1 EMPOWER MS 530 BROOKSTONE CIRCLE MADISON MS 39110 464253610 501(C)4 178000 ISSUE ADVOCACY ELEVATE BRINGING WOMEN TOGETHER TO FIND SOLUTIONS INC 1111 19TH STREET NW SUITE 1100 WASHINGTON DC 20036 832047441 501(C)4 25000 ISSUE ADVOCACY VOTERS ORGANIZED TO EDUCATE PO BOX 13622 NEW ORLEANS NEW ORLEANS LA 70185 271370327 501(C)4 250000 ISSUE ADVOCACY PLAYERS COALITION ADVOCACY INSTITUTE 2550 FIFTH AVENUE SUTE 709 SAN DIEGO CA 91203 825188305 501(C)4 350000 ISSUE ADVOCACY TIDES ADVOCACY 1014 TORNEY AVE SAN FRANCISCO CA 94129 943153687 501(C)4 373000 ISSUE ADVOCACY SHERIFFS FOR TRUSTING COMMUNITES 732 9TH ST NO 505 DURHAM NC 27705 824042237 501(C)4 20000 ISSUE ADVOCACY NAACP MS STATE CONFERENCE 1072 JR LYNCH ST SUITE 10 JACKSON MS 39203 646025998 501(C)4 679595 ISSUE ADVOCACY THE PRODIGAL CHILD PROJECT 403 WEST POWELL ST DOTHAN ST DOTHAN AL 36303 020803494 501(C)4 100000 ISSUE ADVOCACY VOICES OF COMMUNITY ACTIVISTS AND LEADERS (VOCAL NY) 80A FOURTH AVENUE BROOKLYN NY 11217 134094385 501(C)3 10000 ISSUE ADVOCACY PAROLE PREPARATION PROJECT 168 CANAL STREET 6TH FLOOR NEW YORK NY 10013 821095720 501(C)3 5000 ISSUE ADVOCACY THE URBAN LEADERS FELLOWSHIP 2424 NORTH NEVADA AVENUE COLORADO SPRINGS CO 80807 842571483 501(C)3 10000 ISSUE ADVOCACY YES ON 805 INC 1012 NW 1ST STREET SUITE 200 OKLAHOMA CITY OK 73106 843879879 501(C)4 170538 ISSUE ADVOCACY LIVING UNITED FOR CHANGE IN ARIZONA (LUCHA) 5716 NORTH 19TH AVENUE PHOENIX AZ 85015 271398645 501(C)4 7500 ISSUE ADVOCACY THE LEGAL AID SOCIETY 199 WATER STREET NEW YORK NY 10038 135562265 501(C)3 55000 ISSUE ADVOCACY COUNCIL FOR AMERICAN JOB GROWTH 1101 K STREET NW SUITE 910 WASHINGTON DC 20005 462488181 501(C)4 125000 ISSUE ADVOCACY COALITION FOR THE AMERICAN DREAM 1101 K STREET NW SUITE 910 WASHINGTON DC 20005 822718452 501(C)4 300000 ISSUE ADVOCACY FAMILY ACTION NETWORK MOVEMENT (FANM) 100 NE 84TH STREET MIAMI FL 33138 650334201 501(C)3 5000 ISSUE ADVOCACY NEW YORK STATE IMMIGRANT ACTION FUND 131 WEST 33RD STREET SUITE 610 NEW YORK NY 10001 611613175 501(C)4 60000 ISSUE ADVOCACY UNIVERSITY OF CALIFORNIA REGENTS 1111 FRANKLIN ST12TH FLOOR OAKLAND CA 94607 943067788 501(C)3 7000 ISSUE ADVOCACY NETROOTS NATION 4741 CENTRAL ST KANSAS CITY MO 64112 204465717 501(C)4 25000 ISSUE ADVOCACY WESTERN STATES STRATEGIES 506 SW 6TH AVE SUITE 802 PORTLAND OR 97204 931316666 501(C)4 12000 ISSUE ADVOCACY COALITION FOR HUMANE IMMIGRANT RIGHTS 2533 W THIRD STREET SUITE 1010 LOS ANGELES CA 90057 271460237 501(C)4 200000 ISSUE ADVOCACY AMERICANS FOR A CONSERVATIVE DIRECTION 1101 K STREET NW SUITE 910 WASHINGTON DC 20005 462461564 501(C)4 20000 ISSUE ADVOCACY WASHINGTON IMMIGRANT DEFENSE NETWORK (WIDEN) 1001 4TH AVE SUITE 3200 SEATTLE WA 98154 830902555 501(C)3 5000 ISSUE ADVOCACY 7 17 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. X 1 1 X X 0 0 0 0 0 0 0 0 0 TODD SCHULTE PRESIDENT 260000 140000 0 0 0 0 9869 5314 16611 8944 286480 154258 0 0 CAMMIE CROFT CHIEF COMMUNITY OFFICER 159131 98994 3250 0 0 0 11185 6685 12541 7496 186107 113175 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 110812 154188 0 0 0 0 7266 10109 6487 9026 124565 173323 0 0 ZOE TOWNS SR. DIRECTOR, CRIMINAL JUSTICE REFOR 163325 91175 3000 0 0 0 10616 5717 4642 2499 181583 99391 0 0 MARK DELICH DIRECTOR OF CONGRESSIONAL AFFAIRS 209659 16807 3250 0 0 0 7608 592 17413 1354 237930 18753 0 0 SURIN RAMKISSOON COO & TREASURER 121138 78862 0 0 0 0 8247 5369 12745 8297 142130 92528 0 0 CHRISTOPHER COGER HEAD OF TECHNOLOGY 116191 73142 3000 0 0 0 8845 5295 8327 4984 136363 83421 0 0 PETER BOOGAARD COMMUNICATIONS DIRECTOR 93759 98710 3000 0 0 0 6802 6731 0 0 103561 105441 0 0 PART I, LINE 1A THE ORGANIZATION'S POLICY DOES NOT ALLOW FOR CHARTERED TRAVEL. FOR RED-EYE FLIGHTS, THE ORGANIZATION WILL REIMBURSE EMPLOYEES FOR UP TO $350 TOWARDS THE COST OF UPGRADING TO FIRST-CLASS. 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. 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, 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. CHAN ZUCKERBERG INITIATIVE LLC SOLE MEMBER 350000 FEES PAID TO FWD.US 0 SCHEDULE L, PART IV: CHAN ZUCKERBERG INITIATIVE, LLC IS AN ENTITY MORE THAN 35% OWNED BY MARK ZUCKEBERG, A FORMER DIRECTOR. CHAN ZUCKERBERG INITIATIVE, LLC PAID THE ORGANIZATION FOR SERVICES RELATED TO EXECUTE THE DIGITAL ACCELERATOR PROGRAM, WHICH SCALES DIGITAL ORGANIZING AND COMMUNICATIONS CAPACITY FOR IMMIGRANT RIGHTS GROUPS, AND TO CONDUCT IMMIGRATION RESEARCH. 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 4 THE BOARD OF DIRECTORS ADOPTED AMENDED AND RESTATED BYLAWS FOR THE ORGANIZATION, CHANGES TO WHICH INCLUDE, AMONG OTHER THINGS, VOTING RIGHTS OF THE MEMBERS AND CERTAIN DIRECTORS, AND COMPOSITION AND OPERATION OF THE AUDIT COMMITTEE. 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, TWO MEMBERS OF THE BOARD OF DIRECTORS, 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 STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 106,772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,772. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 2,033,588. MANAGEMENT AND GENERAL EXPENSES 255,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,288,707. POLICYMAKER CONTACT TOOLS: PROGRAM SERVICE EXPENSES 159,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,203. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 558,290. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 558,290. RESEARCH AND POLLING: PROGRAM SERVICE EXPENSES 448,410. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 448,410. GRASSROOTS, GRASSTOPS, AND COALITION ORGANIZING: PROGRAM SERVICE EXPENSES 929,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 929,800. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,433. COUNCIL FOR AMERICAN JOB GROWTH LLC 410 1ST STREET SE STE 310 WASHINGTON DC 20003 462488181 IMMIGRATION REFORM DE 125000 13008 FWDUS INC AMERICANS FOR CONSERVATIVE DIRECTION LLC 1826 JEFFERSON PLACE NW WASHINGTON DC 20036 462461564 IMMIGRATION REFORM DE 20000 2899 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 0 COALITION FOR THE AMERICAN DREAM INC PO BOX 34506 WASHINGTON DC 20043 822718452 SUPPORT EFFORTS TO PROTECT DREAMERS DE 501(C)(4) 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 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 FWDUS EDUCATION FUND INC N 3799366 ACTUAL FWDUS EDUCATION FUND INC O 1872605 ACTUAL FWDUS EDUCATION FUND INC Q 2703650 ACTUAL COALITION FOR THE AMERICAN DREAM INC B 300000 ACTUAL CHAN ZUCKERBERG INITIATIVE ADVOCACY C 27465560 ACTUAL 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 FACEBOOK 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.