2024-11-15T09:44:00-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 462223015 FWDUS INC FWDU 4155891222 PO BOX 34506 WASHINGTON DC 20043 BINA SURGEON COO & TREASURER 4155891222 2024-11-12 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-11-10 2023 2024-10-15 13:58:12Z TODD SCHULTE PO BOX 34506 WASHINGTON DC 20043 37497725 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 3 87 3 0 0 2284991 36750272 0 0 133795 622131 0 125322 2418786 37497725 3028750 1191958 0 0 6471294 7231300 130500 16000 137939 12135723 7525837 21766267 15965095 -19347481 21532630 38915493 60051184 6373901 5630694 32541592 54420490 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 12883549 1191958 117322 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. 12883549 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 68 0 87 1 0 0 0 0 1 1 0 0 0 X 4 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 1 0 CA NY X BINA SURGEON 4155891222 PO BOX 34506 WASHINGTON DC 20043 DAVID PLOUFFE DIRECTOR 2.00 2.00 X 0 0 0 ANDREW PINCUS DIRECTOR 4.00 2.00 X 0 0 0 LORELLA PRAELI DIRECTOR 4.00 2.00 X 24584 16250 0 JORDAN FOX DIRECTOR 4.00 2.00 X 0 0 0 TODD SCHULTE PRESIDENT 29.00 21.00 X 267137 193850 44822 BINA SURGEON COO & TREASURER 29.00 21.00 X 125251 89239 24596 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 29.00 21.00 X 201873 149610 49571 CHRISTOPHER COGER HEAD OF TECHNOLOGY 23.00 17.00 X 156699 111275 42914 ELISSA JOHNSON VP CRIMINAL JUSTICE CAMPAIGNS 32.00 8.00 X 170975 42964 24042 MARK DELICH DIRECTOR OF CONGRESSIONAL 38.00 2.00 X 264754 14201 51619 TIFFANY LAWRENCE VP CHIEF HR OFFICER 23.00 17.00 X 137135 97693 39601 ZOE TOWNS SR. 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OF CRIMINAL JUSTICE REF 23.00 17.00 X 223509 163784 42078 1571917 878866 319243 9 0 1 0 PLUS COMMUNICATIONS LLC PO BOX 16504 ALEXANDRIA VA 22302 GRASSROOTS/GRASSTOPS ORGANIZING, COMMS & 1354397 COVINGTON & BURLING LLP ONE CITYCENTER 850 TENTH STREET NW WASHINGTON DC 20001 LEGAL 317964 JUKING THE STATSPATRONAGE 769 LAKEVIEW WAY REDWOOD CITY CA 94062 WEBSITE - ENGINEERING, DESIGN & DEVELOPM 258538 ASGK PUBLIC STRATEGIES LLC DBA KIVVIT 222 W MERCHANDISE MART PLAZA SUITE CHICAGO IL 60654 COMMUNICATIONS 226250 MORIARTY LLC 5245 VISTA BLVD STE 53-107 SPARKS NV 89436 COMMUNICATIONS 158310 12 31563106 5187166 36750272 622131 622131 8000 0 8000 8000 8000 REIMBURSEMENT 900099 117322 117322 117322 37497725 117322 0 630131 X 1191958 1191958 687652 464148 190351 33153 5095199 4119139 925219 50841 301156 242557 55259 3340 745147 598143 137996 9008 402146 320554 75898 5694 356871 1020 355851 86341 86341 799489 799489 16000 16000 70894 70894 3172468 2851956 320512 148549 148549 265491 211793 49951 3747 771284 574945 191842 4497 665059 530125 125518 9416 701225 504870 196355 221152 142427 78706 19 123978 98824 23399 1755 MEMBERSHIP DUES 56665 56665 BANK FEES 35016 35016 BUSINESS INSURANCE 33104 26387 6248 469 REGISTRATIONS & LICENSE 18251 18251 15965095 12883549 2943607 137939 3966701 2448933 4741255 1392249 18000000 24478272 64783 90537 474899 393967 820629 347807 574843 472822 3314444 12530426 7778568 18243978 38915493 60051184 1765800 1402268 50000 4558101 4228426 6373901 5630694 X 14416592 29817218 18125000 24603272 32541592 54420490 38915493 60051184 21532630 346268 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 401834 99727 302107 418795 248080 170715 472822 SECURITY DEPOSITS 83806 DUE FROM RELATED PARTY 14602424 RIGHT OF USE ASSET 3557748 18243978 LEASE LIABLITY 4228426 4228426 X PART X, LINE 2: NO PROVISION FOR INCOME TAXES IS REQUIRED AS OF DECEMBER 31, 2023 AND 2022, AS THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. X X X X 1 ELEVATE 1201 CONNECTICUT AVE NW 503 WASHINGTON DC 20036 FUNDRAISING 0 0 16000 -16000 16000 -16000 CA NY SCHEDULE G. PART IV THE ORGANIZATION RETAINED THE SERVICES OF A PROFESSIONAL FUNDRAISER TO DEVELOP A PROSPECTING LIST AND STRATEGY TO SUPPORT THE ORGANIZATION IN ITS FUNDRAISING EFFORT. ALL SOLICITATIONS WERE CONDUCTED BY OR IN PARTNERSHIP WITH THE ORGANIZATION'S STAFF. GIVEN THE NATURE OF THESE SERVICES, THE ORGANIZATION DOES NOT ATTRIBUTE SPECIFIC PROCEEDS TO THE FUNDRAISER. 1 CENTER FOR COMMUNITY ALTERNATIVES 115 EAST JEFFERSON STREET SUITE 200 SYRACUSE NY 13202 161395992 501(C)3 63000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT COALITION FOR THE AMERICAN DREAM PO BOX 34506 WASHINGTON DC 20043 822718452 501(C)4 150000 0 N/A N/A IMMIGRATION ADVOCACY GRANT COLORADO BUSINESS ROUNDATBLE 6295 GREENWOOD PLAZA BOULEVARD SUITE 100 GREENWOOD VILLAGE CO 80111 371808296 501(C)6 6500 0 N/A N/A IMMIGRATION ADVOCACY GRANT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 1128 16TH STREET NORTHWEST WASHINGTON DC 20036 521114225 501(C)3 30000 0 N/A N/A IMMIGRATION ADVOCACY GRANT EMPOWER MISSISSIPPI FOUNDATION 1000 NORTHPARK DRIVE RIDGELAND MS 39157 464253610 501(C)3 70000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT GEORGIA HISPANIC CHAMBER OF COMMERCE 270 PEACHTREE STREET NORTHWEST SUITE 2200 ATLANTA GA 30303 581948935 501(C)6 16500 0 N/A N/A IMMIGRATION ADVOCACY GRANT GREATER HOUSTON PARTNERSHIP 701 AVENIDA DE LAS AMERICAS HOUSTON TX 77010 760267896 501(C)6 20000 0 N/A N/A IMMIGRATION ADVOCACY GRANT LATIN AMERICAN ASSOCIATION 2750 BUFORD HIGHWAY NORTHEAST ATLANTA GA 30324 581237316 501(C)3 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT MASA GROUP LLC 2304 2ND STREET NORTHEAST WASHINGTON DC 20002 853923396 LLC (S CORP) 8000 0 N/A N/A IMMIGRATION ADVOCACY GRANT MOVEONORG CIVIC ACTION 1442 WALNUT STREET 358 BERKELEY CA 94709 061553389 501(C)4 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT NAACP - MS STATE CONFERENCE 1072 W LYNCH STREET SUITE 10 JACKSON MS 39203 646025998 501(C)4 77500 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT NATIONAL COUNCIL FREEHER NETWORK 100R WARREN STREET ROXBURY MA 02119 882136332 501(C)4 50000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT NEW YORK COMMUNITIES FOR CHANGE 1 METROTECH CENTER NORTH 11TH FLOOR BROOKLYN NY 11201 271359103 501(C)4 57000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT NEW YORK STATE IMMIGRANT ACTION FUND 131 WEST 33RD STREET SUITE 610 NEW YORK NY 10001 611613175 501(C)4 75000 0 N/A N/A IMMIGRATION ADVOCACY GRANT NORTH TEXAS COMMISSION 8445 FREEPORT PARKWAY SUITE 640 IRVING CA 75063 461234510 501(C)6 30000 0 N/A N/A IMMIGRATION ADVOCACY GRANT RIO GRAND VALLEY PARTNERSHIP 322 SOUTH MISSOURI AVENUE WESLACO TX 78596 741012454 501(C)6 20000 0 N/A N/A IMMIGRATION ADVOCACY GRANT SAN ANTONIO HISPANIC CHAMBER OF COMMERNCE 602 EAST COMMERCE STREET SAN ANTONIO TX 78205 742370616 501(C)6 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS ASSOCIATION OF BUSINESS 316 W 12TH STREET 200 AUSTIN TX 78701 740944130 501(C)6 20000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS BUSINESS LEADERSHIP COUNCIL 515 CONGRESS AVE SUITE 2240 AUSTIN TX 78701 752580060 501(C)6 30000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS NURSERY & LANDSCAPE ASSOCIATION 7730 S IH 35 FRONTAGE ROAD 6621 AUSTIN TX 78745 741192009 501(C)6 90000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS RETAILERS ASSOCIATION 13706 RESEARCH BOULEVARD SUITE 314 AUSTIN TX 78750 741363627 501(C)6 10000 0 N/A N/A IMMIGRATION ADVOCACY GRANT THE BUSINESS COUNCIL OF NEW YORK STATE INC 12 CORPORATE WOODS BOULEVARD ALBANY NY 12211 141401680 501(C)6 7000 0 N/A N/A IMMIGRATION ADVOCACY GRANT VOTEVETS ACTION FUND 2201 WISCONSIN AVENUE NORTHWEST 320 WASHINGTON DC 20007 510596352 501(C)4 125000 0 N/A N/A IMMIGRATION ADVOCACY GRANT TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 742524057 501(C)3 150000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT AMERICAN CONSERVATIVE UNION 1199 NORTH FAIRFAX STREET SUITE 500 ALEXANDRIA VA 22314 520810813 501(C)4 30000 0 N/A N/A CRIMINAL JUSTICE ADVOCACY GRANT 5 20 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. 1 X X 0 0 0 0 0 0 0 0 0 TODD SCHULTE PRESIDENT 265137 193850 2000 0 0 0 7649 5551 18325 13297 293111 212698 0 0 ZOE TOWNS SR. DIR. OF CRIMINAL JUSTICE REF 219009 163784 4500 0 0 0 11397 8351 12887 9443 247793 181578 0 0 ALIDA GARCIA VP OF ADVOCACY & SECRETARY 194873 149610 7000 0 0 0 9181 6804 19290 14296 230344 170710 0 0 MARK DELICH DIRECTOR OF CONGRESSIONAL 252754 14201 12000 0 0 0 17983 965 31008 1663 313745 16829 0 0 CHRISTOPHER COGER HEAD OF TECHNOLOGY 151199 111275 5500 0 0 0 11299 8024 13795 9796 181793 129095 0 0 TIFFANY LAWRENCE VP CHIEF HR OFFICER 135135 97693 2000 0 0 0 9920 7067 13206 9408 160261 114168 0 0 BINA SURGEON COO & TREASURER 123251 89239 2000 0 0 0 8939 6369 5424 3864 139614 99472 0 0 ELISSA JOHNSON VP CRIMINAL JUSTICE CAMPAIGNS 168975 42964 2000 0 0 0 12157 3055 7057 1773 190189 47792 0 0 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. ACTS AS A COMMON PAYMASTER FOR CERTAIN EMPLOYEES OF 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. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS TWO CLASSES OF DIRECTORS. CERTAIN ACTIONS MAY NOT BE TAKEN WITHOUT THE PRIOR WRITTEN CONSENT OR AFFIRMATIVE VOTE OF ONE OF THE CLASSES. FORM 990, PART VI, SECTION A, LINE 6 FWD.US HAS ONE CLASS OF VOTING MEMBERS WITHIN THE MEANING OF DELAWARE GENERAL CORPORATION LAW AND ONE MEMBER WITHIN THAT CLASS. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION MAY APPOINT TWO OF THE ORGANIZATION'S DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE ORGANIZATION MAY APPOINT TWO OF THE ORGANIZATION'S DIRECTORS AND REMOVE THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE REVIEWED BY THE PRESIDENT, CHIEF OPERATING OFFICER, LEGAL COUNSEL, THE AUDIT COMMITTEE, AND COPIES PROVIDED TO ALL DIRECTORS OF THE ORGANIZATION PRIOR TO SUBMITTING TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY APPLIES TO EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEE. THE PRESIDENT REVIEWS THE TRANSACTION AND IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, ADVISES THE BOARD OF DIRECTORS OF APPROPRIATE ACTION WITH REGARD TO THE CONFLICT. A POTENTIALLY CONFLICTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING WHERE THE MATTER IS DELIBERATED, BUT AFTER SUCH PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS. IN ADDITION, THE BOARD OF DIRECTORS REVIEW COMPENSATION FOR OTHER OFFICERS AND CERTAIN KEY EMPLOYEES. THE DECISION MAKING INCLUDES CONTEMPORANEOUS SUBSTANIATION OF THE DELIBERATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 GRASSROOTS, GRASSTOPS, AND COALITION ORGANIZING: PROGRAM SERVICE EXPENSES 292,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,750. RESEARCH AND POLLING: PROGRAM SERVICE EXPENSES 124,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,000. COMMUNITY DEVELOPMENT, DESIGN, AND RESEARCH: PROGRAM SERVICE EXPENSES 1,448,201. MANAGEMENT AND GENERAL EXPENSES 110,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,558,223. POLICYMAKER CONTACT TOOLS: PROGRAM SERVICE EXPENSES 43,368. MANAGEMENT AND GENERAL EXPENSES 45,832. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,200. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 943,637. MANAGEMENT AND GENERAL EXPENSES 115,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,058,637. STAFF TRAINING, MANAGEMENT COACHING, OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 49,658. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,658. COUNCIL FOR AMERICAN JOB GROWTH LLC 410 1ST STREET SE STE 310 WASHINGTON DC 20003 462488181 IMMIGRATION REFORM DE 0 175605 FWDUS INC AMERICANS FOR CONSERVATIVE DIRECTION LLC 1826 JEFFERSON PLACE NW WASHINGTON DC 20036 462461564 IMMIGRATION REFORM DE 550000 550425 FWDUS INC 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 N/A 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 1 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A 1 CHAN ZUCKERBERG BIOHUB 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 N/A 1 THE PRIMARY SCHOOL 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL BAY AREA 2086 CLARKE AVE EAST PALO ALTO CA 94303 844481558 EDUCATION CA 501(C)(3) LINE 2 N/A 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE C 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 FWDUS EDUCATION FUND INC O 4388736 COST FWDUS EDUCATION FUND INC N 3314036 COST FWDUS EDUCATION FUND INC Q 1982500 COST CHAN ZUCKERBERG INITIATIVE ADVOCACY C 31563106 GRANT PAID/DISCOUNT AMORTIZATION FWDUS EDUCATION FUND INC D 14602424 COST PART II THE TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R, SECTION II ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR COMMON RELATIONSHIP WITH A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC'S ("CZI LLC") MEMBER. OTHER THAN ITS RELATIONSHIP WITH FWD.US EDUCATION FUND INC, OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. PART IV META PLATFORMS INC IS REPORTED AS A "RELATED ORGANIZATION" FOR IRS FORM 990 REPORTING PURPOSES THROUGH ITS COMMON RELATIONSHIP WITH A MANAGER OF CZI LLC'S MEMBER. META AND THE FILING ORGANIZATION ARE OPERATIONALLY UNRELATED AND SEPARATELY GOVERNED. ONE OF THE MANAGERS OF CZI LLC'S MEMBER ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE ENTITIES REPORTED ON 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 META PLATFORMS INC 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.