CHAN ZUCKERBERG INITIATIVE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHAN ZUCKERBERG INITIATIVE FOUNDATION (EIN 45-5002209)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349107430
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:15:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S HOPE STREET STE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455002209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG INITIATIVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 6508047100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN ROH | PersonNm |
| Person Title | FINANCE OFFICER | PersonTitleTxt |
| Phone | 6508047100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,499,068,854 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $690,457,560 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,701,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,004,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $694,204,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,364,607,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,168,525,410 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,112,544 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,933,260 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,494,476,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,276,463,182 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,353,832 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,644,772 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,256,962 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,176,078 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $526,952 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $382,293 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $454,631 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $151,132 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $172,629 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,683,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $985,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,556,752 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $505,556 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $505,556 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,000,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,639 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | -$30,296 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,452,348 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,142,029 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,739,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,987,465 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $239,889 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,955,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,629,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $153,314,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,070,038 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,359,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,025,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,629,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,673,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,171,450,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,209,833,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,918,409 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $843,322,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $685,975,204 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $685,975,204 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,317,869 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,726,298 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,317,869 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,317,869 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $401,112 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,647,075 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,647,075 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $145,442,461 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $210,871,373 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $210,871,373 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $600,211,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,519,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $270,519,277 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,659,203,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,268,648,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,268,648,397 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $75,795 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,042 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $41,351 | LandBOYAmt |
| Land EOY | $48,753 | LandEOYAmt |
| Land EOYFMV | $48,753 | LandEOYFMVAmt |
| Other Assets BOY | $46,408,027 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,040,906 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,040,906 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,319,675,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,499,068,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,499,068,854 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,170,173 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,269,931 | AccountsPayableEOYAmt |
| Grants Payable BOY | $493,257,047 | GrantsPayableBOYAmt |
| Grants Payable EOY | $420,051,068 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $102,313,845 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $43,762,498 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $609,741,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $486,083,497 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,709,934,035 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,012,985,357 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,709,934,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,012,985,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,319,675,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,499,068,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,709,934,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,171,450,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $131,600,465 | OtherIncreasesAmt |
| Subtotal | $7,012,985,357 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,012,985,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $2,036,005,805 | $922,748,777 | $1,113,257,028 | $1,113,257,028 | ||
| ALTERNATIVE INVESTMENTS | 2024-12-31 | $328,601,699 | $273,333,317 | $55,268,382 | $55,268,382 | P | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,168,525,410 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,816,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,816,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,816,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,216,542 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,216,542 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,399,859 | OverpaymentAmt |
| Applied To ES Tax | $3,399,859 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508047100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK ZUCKERBERG | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ CASTELLANOS | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | FINANCE OFFICER (AS OF 9/13/24) | 1.00 | $0 | $0 | $0 |
| KIMBERLY NEUFELD | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | FINANCE OFFICER (AS OF 9/13/24) | 1.00 | $0 | $0 | $0 |
| BRIAN MANCA | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | FINANCE OFFICER (THRU 9/13/24) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THEOFANIS KARALETSOS | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SENIOR DIRECTOR, AI | 40.00 | $961,028 | $56,503 | $0 |
| SCOTT FRASER | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | VICE PRESIDENT, SCIE | 40.00 | $691,824 | $61,307 | $0 |
| TANIA SIMONCELLI | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | VICE PRESIDENT, SCIE | 40.00 | $634,784 | $54,315 | $0 |
| STEPHANI OTTE | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SR SCIENCE PROGRAM O | 40.00 | $622,343 | $56,306 | $0 |
| KATJA BROSE | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | SENIOR SCIENCE PROGR | 40.00 | $614,165 | $54,315 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 295 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| COREWEAVE INC | ||||||||||
| 290 W MT PLEASANT AVE STE 4100 | LIVINGSTON | NJ | 07039 | GPU CLUSTERS/AI COMPUTE | $20,631,624 | |||||
| DATABRICKS INC | ||||||||||
| 160 SPEAR ST 15TH FL | SAN FRANCISCO | CA | 94105 | GPU CLUSTERS/AI COMPUTE | $3,956,016 | |||||
| TALENTBURST INC | ||||||||||
| 679 WORCESTER RD | NATICK | MA | 01760 | CONTRACTOR | $1,822,867 | |||||
| DELOITTE INC | ||||||||||
| SOFTWARE DEVELOPMENT | $1,735,128 | 8 ADELAIDE ST WEST STE 200 | TORONTO | ONTARIO | CA | M5H 0A9 | ||||
| APEX SYSTEMS LLC | ||||||||||
| 4400 COX RD STE 200 | GLEN ALLEN | VA | 23060 | CONTRACTOR | $854,990 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 69 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHAN ZUCKERBERG INITIATIVE FOUNDATION SUPPORTS THE SCIENCE AND TECHNOLOGY TO MAKE IT POSSIBLE TO CURE, PREVENT AND MANAGE ALL DISEASE IN THIS CENTURY. | Description1Txt |
| Expenses1 | $153,296,918 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO SUPPORT THE ENTERPRISE LENDING FUND FOR HABITAT FOR HUMANITY AFFILIATES IN CALIFORNIA TO INCREASE THE PRODUCTION OF LOW INCOME HOUSING. | Description1Txt |
| Expenses1 | $3,000,000 | Expenses1Amt |
| Description2 | GUARANTEE POOL INVESTMENT FOR COMMUNITY AND AFFORDABLE HOUSING DEVELOPMENT TO BENEFIT LOW-INCOME INDIVIDUALS AND FAMILIES AND EXPAND ACCESS TO SMALL BUSINESS LOANS FOR BUSINESSES IN ECONOMICALLY DISTRESSED COMMUNITIES THAT TRADITIONALLY LACK ACCESS TO CAPITAL. | Description2Txt |
| Expenses2 | $49,400 | Expenses2Amt |
| Total | $3,049,400 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,284,249,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $738,121,590 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,268,609,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,290,980,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,290,980,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,364,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,181,615,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $359,080,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $359,080,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,816,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,816,683 | TotalTaxAmt |
| Distributable Before Adj | $342,264,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $17,878,648 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $360,142,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $360,142,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,673,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,049,400 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $17,995 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $391,740,902 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,142,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $206,806,524 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,740,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $206,806,524 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,934,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $175,208,357 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK ZUCKERBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BUILDCASA INC | |||||||||||
| 2 EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NC | HOUSING: INVEST IN INNOVATION | $725,000 | |||||
| CAJON VALLEY UNION SCHOOL DISTRICT | |||||||||||
| PO BOX 1007 | EL CAJON | CA | 92022 | GOV | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $300,000 | |||||
| CHAN ZUCKERBERG BIOHUB INC | |||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | FOR GENERAL OPERATING SUPPORT | $11,500,000 | |||||
| CHAN ZUCKERBERG BIOHUB INC | |||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | FOR GENERAL OPERATING SUPPORT | $14,100,000 | |||||
| CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING LLC | |||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | SCIENCE: CZ IMAGING INSTITUTE CORE SUPPORT | $12,236,199 | |||||
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | |||||||||||
| 1731 EAST 120TH ST | LOS ANGELES | CA | 90059 | PC | SCIENCE: PRECISION HEALTH | $2,300,000 | |||||
| CHILD TRENDS | |||||||||||
| 12300 TWINBROOK PKWY STE 235 | ROCKVILLE | MD | 20852 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $560,500 | |||||
| COMMON COUNSEL FOUNDATION | |||||||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 94612 | PC | HOUSING: INVEST IN INNOVATION | $100,000 | |||||
| CZ BIOHUB CHICAGO LLC | |||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | SCIENCE: CZ BIOHUB CHICAGO CORE SUPPORT | $18,000,000 | |||||
| CZ BIOHUB NEW YORK LLC | |||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | SCIENCE: CZ BIOHUB NEW YORK CORE SUPPORT | $12,000,000 | |||||
| CZ BIOHUB SF LLC | |||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | SCIENCE: CZ BIOHUB SAN FRANCSICO CORE SUPPORT | $60,000,000 | |||||
| EDUCATION LEADERS OF COLOR INC | |||||||||||
| 3680 WILSHIRE BLVD STE P-04-1052 | LOS ANGELES | CA | 90010 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| EQUAL OPPORTUNITY SCHOOLS | |||||||||||
| 130 NICKERSON ST STE 200 | SEATTLE | WA | 98109 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $1,200,000 | |||||
| FEDERAL INSTITUTE OF TECHNOLOGY ZURICH | |||||||||||
| PC | SCIENCE: CELL SCIENCE | $1,360,000 | 6 UNIVERSITATSTRASSE | ZURICH | SZ | 8006 | |||||
| FELLOWSHIP FOR RACE & EQUITY IN EDUCATION | |||||||||||
| 4828 ILLINOIS AVE NW | WASHINGTON | DC | 20011 | PC | FOR GENERAL OPERATING SUPPORT | $500,000 | |||||
| FPF EDUCATION AND INNOVATION FOUNDATION | |||||||||||
| 1350 I ST NORTHWEST 340 | WASHINGTON | DC | 20005 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| FRAMEWORKS INSTITUTE | |||||||||||
| 1333 H ST NW | WASHINGTON | DC | 20005 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $341,000 | |||||
| GRIPTAPE INC | |||||||||||
| 60 PARK TERRACE WEST A21 | NEW YORK | NY | 10034 | PC | FOR GENERAL OPERATING SUPPORT | $700,000 | |||||
| HOWARD UNIVERSITY | |||||||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | PC | SCIENCE: PRECISION HEALTH | $2,300,000 | |||||
| HUMAN CELL ATLAS INC | |||||||||||
| 415 MAIN ST | CAMBRIDGE | MA | 02142 | PC | FOR GENERAL OPERATING SUPPORT | $200,000 | |||||
| HUMAN CELL ATLAS INC | |||||||||||
| 415 MAIN ST | CAMBRIDGE | MA | 02142 | PC | SCIENCE: CELL SCIENCE | $1,700,000 | |||||
| INDEPENDENT SCHOOL DISTRICT NO 535 | |||||||||||
| 615 7TH ST SW | ROCHESTER | MN | 55902 | GOV | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $363,160 | |||||
| INSTRUCTION PARTNERS | |||||||||||
| 604 GALLATIN AVE STE 202 | NASHVILLE | TN | 37206 | PC | EDUCATION: RESEARCH TO PRACTICE - PRACTICE | $365,000 | |||||
| LATINOS FOR EDUCATION INC | |||||||||||
| 275 PAYSON RD | BELMONT | MA | 02478 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| MEHARRY MEDICAL COLLEGE | |||||||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | PC | SCIENCE: PRECISION HEALTH | $2,300,000 | |||||
| NACA INSPIRED SCHOOLS NETWORK | |||||||||||
| 1000 INDIAN SCHOOL RD NW | ALBUQUERQUE | NM | 87104 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $500,000 | |||||
| NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS INC | |||||||||||
| 1525 WILSON BLVD STE 700 | ARLINGTON | VA | 22209 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| NATIONAL CENTER FOR CIVIC INNOVATION INC | |||||||||||
| 121 SIXTH AVE | NEW YORK | NY | 10013 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $500,000 | |||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02140 | PC | THE KEMPNER INSTITUTE FOR THE STUDY OF NATURAL AND ARTIFICIAL INTELLIGENCE AT HARVARD UNIVERSITY | $29,600,000 | |||||
| PROJECT EVIDENT INC | |||||||||||
| 501 BOYLSTON ST 10TH FL | BOSTON | MA | 02116 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $560,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||||||
| 1608 FOURTH ST | BERKELEY | CA | 94720 | GOV | SCIENCE: IMAGING | $1,499,993 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||||||
| 1608 FOURTH ST | BERKELEY | CA | 94720 | GOV | SCIENCE: IMAGING | $768,646 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| 3333 CALIFORNIA ST STE 315 | SAN FRANCISCO | CA | 94104 | GOV | SCIENCE: INFECTIOUS DISEASE | $1,200,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||||||
| 3201 SAASB BUILDING PAYROLL OFFICE | SANTA BARBARA | CA | 93106 | GOV | SCIENCE: IMAGING | $1,000,000 | |||||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||||||
| 3003 S STATE ST | ANN ARBOR | MI | 48109 | GOV | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $253,134 | |||||
| RESOLVE TO SAVE LIVES INC | |||||||||||
| 85 BROAD ST STE 1626 | NEW YORK | NY | 10004 | PC | FOR GENERAL OPERATING SUPPORT | $5,000,000 | |||||
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | PC | TO SUPPORT THE CAPITAL CAMPAIGN | $11,500,000 | |||||
| SEARCH INSTITUTE | |||||||||||
| 3001 BROADWAY ST NE STE 310 | MINNEAPOLIS | MN | 55413 | PC | EDUCATION: ALONG | $750,000 | |||||
| SURGE INSTITUTE | |||||||||||
| 935 W CHESTNUT ST STE 515 | CHICAGO | IL | 60642 | PC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| TEACH PLUS INCORPORATED | |||||||||||
| ONE BEACON ST 15TH FL | BOSTON | MA | 02208 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $357,227 | |||||
| THE JUST TRUST FOR EDUCATION | |||||||||||
| 2530 MERIDIAN PKWY STE 300 | DURHAM | NC | 27713 | PC | FOR GENERAL OPERATING SUPPORT | $4,347,043 | |||||
| THE MOREHOUSE SCHOOL OF MEDICINE INC | |||||||||||
| 720 WESTVIEW DR SW | ATLANTA | GA | 30310 | PC | SCIENCE: PRECISION HEALTH | $2,300,000 | |||||
| THE PEW CHARITABLE TRUSTS | |||||||||||
| 901 E ST NW | WASHINGTON | DC | 20004 | PC | SCIENCE: OPEN SCIENCE | $1,500,000 | |||||
| THE UNIVERSITY COLLEGE LONDON | |||||||||||
| PC | SCIENCE: IMAGING | $2,600,000 | GOWER ST | LONDON | UK | WC1E 6DE | |||||
| THEIAGEN GLOBAL HEALTH INITIATIVE INC | |||||||||||
| 1745 SHEA CENTER DR STE 400 | HIGHLANDS RANCH | CO | 80129 | PC | SCIENCE: INFECTIOUS DISEASE | $450,000 | |||||
| UNITED KINGDOM RESEARCH AND INNOVATION | |||||||||||
| GOV | SCIENCE: IMAGING | $2,469,958 | NORTH STAR AVE | SWINDON | UK | SN2 1ET | |||||
| UNIVERSITY OF CAPE TOWN | |||||||||||
| GOV | SCIENCE: IMAGING | $172,557 | ANZIO RD | CAPE TOWN | SF | WESTERN CAPE | |||||
| UNIVERSITY OF HAWAII FOUNDATION | |||||||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | PC | SCHOOL OF MEDICINE - MEDICAL TRAINING | $1,980,437 | |||||
| UNIVERSITY OF HAWAII FOUNDATION | |||||||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | PC | OCEAN CONSERVATION | $7,700,000 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||
| 1050 CHILDS WAY RRI | LOS ANGELES | CA | 90089 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $500,000 | |||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | GOV | SCIENCE: CELL SCIENCE | $5,000,000 | |||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | GOV | SCIENCE: SCIENCE IN SOCIETY | $2,500,000 | |||||
| YALE UNIVERSITY | |||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | EDUCATION: RESEARCH TO PRACTICE - MEASURES | $2,199,211 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,359,065 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAN ZUCKERBERG BIOHUB INC | ||||||||||
| 499 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94158 | PC | FOR GENERAL OPERATING SUPPORT | $20,000,000 | ||||
| FEDERAL INSTITUTE OF TECHNOLOGY ZURICH | ||||||||||
| PC | SCIENCE: CELL SCIENCE | $590,000 | 6 UNIVERSITATSTRASSE | ZURICH | SZ | 8006 | ||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||||
| 1608 FOURTH ST | BERKELEY | CA | 94720 | GOV | SCIENCE: IMAGING | $272,045 | ||||
| THE PEW CHARITABLE TRUSTS | ||||||||||
| 901 E ST NW | WASHINGTON | DC | 20004 | PC | SCIENCE: OPEN SCIENCE | $3,000,000 | ||||
| THE UNIVERSITY COLLEGE LONDON | ||||||||||
| PC | SCIENCE: IMAGING | $1,200,000 | GOWER ST | LONDON | UK | WC1E 6DE | ||||
| THEIAGEN GLOBAL HEALTH INITIATIVE INC | ||||||||||
| 1745 SHEA CENTER DR STE 400 | HIGHLANDS RANCH | CO | 80129 | PC | SCIENCE: INFECTIOUS DISEASE | $470,538 | ||||
| UNIVERSITY OF WASHINGTON | ||||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | GOV | SCIENCE: SCIENCE IN SOCIETY | $2,000,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,532,583 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,218,156 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,483,482 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,789,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,969,480 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $689,235,332 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,676,460 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$488,824 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $804,507,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $804,018,994 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| CHAN ZUCKERBERG INITIATIVE ADVOCACY | |
| 501(C)(4) | COMMON CONTROL - SEE STATEMENT 20 |
| FWDUS INC | |
| 501(C)(4) | COMMON CONTROL - SEE STATEMENT 20 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CZI HOLDINGS LLC | |||||||
| 1 | 314 LYTTON AVE | PALO ALTO | CA | 94301 | $477,457,560 | Yes (X) | |
| CHAN ZUCKERBERG INITIATIVE LLC | |||||||
| 2 | 314 LYTTON AVE | PALO ALTO | CA | 94301 | $213,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $477,457,560 | FairMarketValueAmt |
| Received | 2024-11-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $454,631 | Amt |
| Net Investment Income | $151,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $172,629 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| CURII CORPORATION | |||||||||
| 212 ELM ST 3RD FLOOR | SOMERVILLE | MA | 02144 | 2020-07-20 | $579,976 | OPEN SCIENCE | $579,976 | NO | 5/4/21, 3/31/22, 8/1/22, 11/1/23, 6/1/24, 9/1/25 |
| QUANSIGHT LLC | |||||||||
| 8586 W HIGHWAY 71 BUILDING F200 | AUSTIN | TX | 78735 | 2021-10-13 | $352,211 | OPEN SCIENCE | $352,211 | NO | 8/1/22, 11/30/22, 10/31/23, 5/2/24 |
| BUILDCASA INC | |||||||||
| 2 EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | 2024-12-10 | $725,000 | HOUSING: INVEST IN INNOVATION | $159,340 | NO | 3/12/25 |
| LANDED EDUCATORS LLC | |||||||||
| 548 MARKET ST STE 79600 | SAN FRANCISCO | CA | 94104 | 2018-04-16 | $5,000,000 | PROGRAM-RELATED INVESTMENT - LOANS FOR THE PURPOSE OF MAKING HOME OWNERSHIP MORE AFFORDABLE FOR ESSENTIAL PROFESSIONALS, INCLUDING EDUCATORS, THROUGH DOWN PAYMENT ASSISTANCE PROGRAMS. | $5,000,000 | NO | 5/16/19, 5/15/20, 5/13/21, 4/6/22, 8/15/23, 11/12/25 |
| THE BAY'S FUTURE FUND LLC | |||||||||
| 28 LIBERTY ST 34TH FL | NEW YORK | NY | 10005 | 2019-07-02 | $29,281,116 | PROGRAM-RELATED INVESTMENT - EQUITY INVESTMENT FOR THE PURPOSE OF MAKING HOME OWNERSHIP MORE AFFORDABLE FOR ESSENTIAL PROFESSIONALS THROUGH DOWN PAYMENT ASSISTANCE. | $29,281,116 | NO | 4/22/20, 6/4/20, 6/24/21, 5/31/22, 6/1/23, 5/30/24, 5/30/25 |
| BFF PRESERVATION SIDECAR LLC | |||||||||
| 28 LIBERTY ST 34TH FL | NEW YORK | NY | 10005 | 2020-02-07 | $10,000,000 | PROGRAM-RELATED INVESTMENT - EQUITY INVESTMENT FOR THE PURPOSE OF CREATING NEW AFFORDABLE HOUSING AND PRESERVING EXISTING AFFORDABLE HOUSING IN THE CALIFORNIA BAY AREA. | $10,000,000 | NO | 6/4/21, 5/31/22, 5/30/24, 8/28/24, 5/30/25 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES | NAME: CHAN ZUCKERBERG BIOHUB INCADDRESS: 499 ILLINOIS ST SAN FRANCISCO, CA 94158EIN: 81-1669175EXCESS BUSINESS HOLDING: NOTRANSFERS TO CONTROLLED ENTITY: 127,836,199.DESCRIPTION OF TRANSFER: GRANT/CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY AND ITS WHOLLY-OWNED SUBSIDIARIESTRANSFERS FROM CONTROLLED ENTITY: 17,778,648.DESCRIPTION OF TRANSFER: RETURN OF PRIOR YEAR GRANT PAID |
| FORM 990-PF, PART II LINE 10B AND STATEMENT 9: | CZIF MAINTAINS A LIST OF CORPORATE STOCK HELD TO SUPPORT THE ITEMS REPORTED ON PART II LINE 10B. |
| FORM 990-PF, PART VI-A LINE 11 AND PART XVI, LINE 2B | THE ENTITIES REPORTED IN RESPONSE TO PART VI-A, LINE 11 AND PART XVI LINE 2B ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990-PF REPORTING PURPOSES THROUGH THEIR COMMON RELATIONSHIP WITH A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC'S ("CZI LLC") MEMBER. OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. THE TRUSTEE OF THE FILING ORGANIZATION ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE RELATED ENTITIES REPORTED ON THIS RETURN.THE FILING ENTITY'S TRUSTEE IS THE CHIEF EXECUTIVE OFFICER OF META PLATFORMS INC ("META"). META ADMINISTERS A FEDERALLY REGISTERED POLITICAL ACTION COMMITTEE. THERE IS NO RELATIONSHIP BETWEEN META'S PAC AND THE FILING ENTITY. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| META PLATFORMS INC CLASS A | $262,638,122 | $262,638,122 |
| PUBLICLY TRADED SECURITY 1 | $4,337,780 | $4,337,780 |
| PUBLICLY TRADED SECURITY 2 | $429,835 | $429,835 |
| PUBLICLY TRADED SECURITY 3 | $815,902 | $815,902 |
| PUBLICLY TRADED SECURITY 4 | $2,297,638 | $2,297,638 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $210,871,373 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $210,871,373 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER EQUITY INVESTMENTS | FMV | $4,303,922 | $4,303,922 |
| ABSOLUTE RETURN | FMV | $1,790,705,587 | $1,790,705,587 |
| PUBLIC EQUITIES | FMV | $1,822,381,442 | $1,822,381,442 |
| PRIVATE EQUITIES | FMV | $1,567,751,748 | $1,567,751,748 |
| REAL ASSETS | FMV | $140,373,199 | $140,373,199 |
| COMMINGLED FUNDS | FMV | $896,111,362 | $896,111,362 |
| INVESTMENT RECEIVABLES | AT COST | $44,181,137 | $44,181,137 |
| CONVERTIBLE DEBT SECURITIES | FMV | $2,840,000 | $2,840,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $526,952 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $382,293 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS | $28,405,039 | $27,317,006 | $27,317,006 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $18,002,988 | $15,723,900 | $15,723,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $18,263,399 | $0 | $0 | $239,889 |
| FOREIGN EXCHANGE GAIN/LOSS | $62,617 | $0 | $0 | $0 |
| ALTERNATIVE INVESTMENT DEDUCTIONS | $0 | $68,574,322 | $0 | $0 |
| AMORTIZATION/ACCRETION | -$3,586,857 | -$3,586,857 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $3,000 | $3,000 | $0 |
| PROGRAM-RELATED INVESTMENTS | $21,834 | $21,834 | $0 |
| RETURN OF PRIOR YEAR GRANTS PAID | $17,878,648 | $0 | $0 |
| ALTERNATIVE INVESTMENTS | $30,209,062 | $7,908,426 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $131,600,465 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $19,000,000 | $21,000,000 |
| INVESTMENT PAYABLES AND OTHER | $63,586,757 | $4,433,102 |
| OPERATING LEASE LIABILITY | $19,727,088 | $18,329,396 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE DEVELOPMENT & PROGRAM COST | $18,698,130 | $0 | $0 | $45,556,752 |
| TREASURY SERVICE FEE & INVESTMENT MANAGEMENT | $985,746 | $985,746 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $18,000,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG BIOHUB INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 ILLINOIS ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811669175 | EIN |
| Desc | RETURN OF PRIOR YEAR GRANT PAID | Desc |
| Amt | $127,836,199 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,778,648 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG BIOHUB INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 ILLINOIS ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811669175 | EIN |
| Desc | GRANT/CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY AND ITS WHOLLY-OWNED SUBSIDIARIES | Desc |
| Amt | $127,836,199 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,836,199 | TotalAmt |
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