CHAN ZUCKERBERG BIOHUB INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHAN ZUCKERBERG BIOHUB INC (EIN 81-1669175)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349303562
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:59:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811669175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG BIOHUB INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 4155493300 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN ROH | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 4155493300 | PhoneNum |
| Signature | 2024-11-14 | 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 | ANNE FULTON | PreparerPersonNm |
| PTIN | P00941863 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BEN ROH | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $1,290,610,523 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CZBIOHUB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CONDUCT CUTTING EDGE MEDICAL RESEARCH | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 225 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,330,487 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,284,038,212 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $750,912 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,968,367 | CYProgramServiceRevenueAmt |
| PY Investment Income | $891,383 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,264,016 | CYInvestmentIncomeAmt |
| PY Other Revenue | $437,199 | PYOtherRevenueAmt |
| CY Other Revenue | $339,928 | CYOtherRevenueAmt |
| PY Total Revenue | $16,409,981 | PYTotalRevenueAmt |
| CY Total Revenue | $1,290,610,523 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,060,304 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,363,671 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,038,105 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,807,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,715,298 | PYOtherExpensesAmt |
| CY Other Expenses | $36,854,897 | CYOtherExpensesAmt |
| PY Total Expenses | $90,813,707 | PYTotalExpensesAmt |
| CY Total Expenses | $108,026,488 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$74,403,726 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,182,584,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $271,112,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,479,585,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,118,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,007,209 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $252,993,962 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,435,577,997 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACCELERATING SCIENCE THROUGH ITS MISSION TO CURE, PREVENT OR MANAGE ALL DISEASES BY THE END OF THE 21ST CENTURY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $87,510,653 | ExpenseAmt |
| Grant | $32,363,671 | GrantAmt |
| Revenue | $1,968,367 | RevenueAmt |
| Desc | IN 2023 THE CHAN ZUCKERBERG BIOHUB NETWORK (CZ BIOHUB NETWORK) CONTINUED TO EXPAND ITS WORK. IN MARCH 2023, CZI ANNOUNCED THE CHAN ZUCKERBERG BIOHUB CHICAGO (CZ BIOHUB CHICAGO) WHICH CATALYZES COLLABORATION BETWEEN THE UNIVERSITY OF CHICAGO, NORTHWESTERN UNIVERSITY, AND THE UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN TO DEVELOP NEW TECHNOLOGIES FOR STUDYING AND MEASURING HUMAN BIOLOGY THAT WILL USE EMBEDDED SENSORS AND PROBES TO COLLECT BIOLOGICAL SIGNALS FROM HUMAN TISSUES WITH UNPRECEDENTED RESOLUTION. CZI ANNOUNCED THE CHAN ZUCKERBERG BIOHUB NEW YORK IN OCTOBER 2023, WHICH BRINGS TOGETHER COLUMBIA UNIVERSITY, THE ROCKEFELLER UNIVERSITY, AND YALE UNIVERSITY TO CREATE NEW TECHNOLOGIES TO CHARACTERIZE AND BIOENGINEER IMMUNE CELLS WITH THE ULTIMATE GOAL OF CREATING DISEASE-SPECIFIC "CELLULAR ENDOSCOPES" THAT CAN DETECT EARLY STAGES OF DISEASE IN CELLS, MONITOR CELL CHANGES, AND RESOLVE DISEASES BEFORE THEY BECOME UNTREATABLE. ALSO IN 2023, CZ BIOHUB CHICAGO HELD A LAUNCH EVENT WITH REPRESENTATIVES FROM THE UNIVERSITY OF CHICAGO, NORTHWESTERN UNIVERSITY, AND THE UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN, AS WELL AS CIVIC LEADERS. TOWARDS CZ BIOHUB CHICAGO'S WORK TO CREATE NEW TECHNOLOGIES TO UNDERSTAND INFLAMMATION, IT LAUNCHED ITS FIRST INVESTIGATOR PROGRAM AND ALSO THE SPOKE AWARDS PROGRAM. THE INVESTIGATOR PROGRAM FUNDS SCIENTISTS TO PERFORM HIGH-RISK, HIGH-REWARD RESEARCH ON TOPICS RELATED TO INSTRUMENTED TISSUES AND RESEARCH LINKED TO INFLAMMATION AND THE FUNCTIONS OF THE IMMUNE SYSTEM. SINGLE AND TEAM PROPOSALS WERE SELECTED AFTER A COMPETITIVE PROCESS THAT LED TO 25 PROJECTS AND 48 INVESTIGATORS. INVESTIGATORS WILL ATTEND QUARTERLY INVESTIGATOR MEETINGS, WHICH PROVIDE OPPORTUNITIES TO BUILD COLLABORATIVE EFFORTS BETWEEN PARTNER UNIVERSITIES AND BIOHUB SCIENTISTS AND ENGINEERS, PRESENT PROGRESS FROM ONGOING WORK, AND INTERACT WITH EXTERNAL SPEAKERS.THE SPOKE AWARDS FACILITATE COLLABORATIONS BETWEEN BIOHUB SCIENTISTS & ENGINEERS AND INVESTIGATORS FROM THE THREE PARTNER UNIVERSITIES. PROJECTS WILL DEVELOP INSTRUMENTED TISSUES AND THEIR APPLICATION TO INFLAMMATION AND THE RELATED FUNCTIONS OF THE IMMUNE SYSTEM. THESE FOCUSED ONE-YEAR PROJECTS WILL ESTABLISH PROOF-OF-CONCEPT FOR A VARIETY OF INSTRUMENTED TISSUES, PRODUCE INITIAL DATA SETS SHOWCASING THE INSTRUMENTED TISSUE APPROACH, AND PURSUE COMPUTATIONAL METHODS FOR FURTHER MINING AND DISSEMINATION OF DATA.THE CZ BIOHUB NETWORK ALSO EXPANDED TO INCLUDE THE CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING (CHAN ZUCKERBERG IMAGING INSTITUTE), WHICH DEVELOPS IMAGING HARDWARE AND SOFTWARE TECHNOLOGY TO UNDERSTAND COMPLEX BIOLOGICAL SYSTEMS. THE CHAN ZUCKERBERG IMAGING INSTITUTE, IN PARTNERSHIP WITH CZI'S SCIENCE TECHNOLOGY TEAM, DEVELOPED AND RELEASED THE OPEN SOURCE CRYOET DATA PORTAL TO GIVE BIOLOGISTS AND DEVELOPERS OPEN ACCESS TO HIGH-QUALITY, STANDARDIZED, ANNOTATED DATA THEY CAN READILY USE TO RETRAIN OR DEVELOP NEW ANNOTATION MODELS AND ALGORITHMS. THE CHAN ZUCKERBERG IMAGING INSTITUTE ALSO PURCHASED AND ASSEMBLED ITS FIRST KRIOS MICROSCOPE. ADDITIONALLY, THE CHAN ZUCKERBERG IMAGING INSTITUTE RELEASED SEVERAL OPEN ACCESS TOOLS ON ITS WEBSITE, INCLUDING ARETOMO2, GCTFFIND, AND MOTIONCOR3. THE CHAN ZUCKERBERG BIOHUB SAN FRANCISCO (CZ BIOHUB SF) CELEBRATED ITS 7TH ANNIVERSARY AS A MEDICAL RESEARCH ORGANIZATION. CONSISTENT WITH OUR MISSION, CZ BIOHUB SF CONTINUED TO FOCUS ON LARGE-SCALE SCIENTIFIC INITIATIVES THAT WE ARE UNIQUELY POSITIONED TO SUPPORT AND EXECUTE, EACH ON A MULTI-YEAR TIMELINE:1. INTRAMURAL RESEARCH PROJECTS LED BY CZ BIOHUB SF RESEARCHERS AIMED AT UNDERSTANDING DYNAMIC CELL SYSTEMS ACROSS SCALES IN BOTH HEALTHY AND DISEASED STATES.2. PROGRAMS SUPPORTING SCIENTISTS, PHYSICIANS, AND ENGINEERS AT OUR PARTNER UNIVERSITIES (STANFORD UNIVERSITY; UC SAN FRANCISCO; UC BERKELEY) THROUGH THE CZ BIOHUB SF INVESTIGATOR PROGRAM, PHYSICIANSCIENTIST FELLOWSHIP PROGRAM, AND COLLABORATIVE POSTDOCTORAL FELLOWSHIP PROGRAM.HIGHLIGHTS:-OUR COMPUTATIONAL MICROSCOPY TEAM ANNOUNCED THEIR "MANTIS" MICROSCOPY PLATFORM. WHEN COMBINED WITH CZ BIOHUB SF-CREATED SOFTWARE PACKAGES SHRIMPY AND VISCY, THE SYSTEM ENABLES RAPID HIGH-DIMENSIONAL IMAGING OF MOLECULAR DYNAMICS IN THE CONTEXT OF CELL MORPHOLOGY.-LEVERAGING CELL BIOLOGY, DATA SCIENCE, MASS SPECTROMETRY, GENOMICS, AND VIROLOGY, THE INTRACELLULAR ARCHITECTURE GROUP MAPPED THE SUBCELLULAR LOCALIZATION OF VIRTUALLY ALL CELLULAR PROTEINS. WITH THIS APPROACH THEY WERE ABLE TO SHOW HOW A SARS-RELATED CORONAVIRUS CONSCRIPTS CELLULAR MACHINERY, RELOCATING OVER 600 PROTEINS FROM ONE CELLULAR ORGANELLE TO ANOTHER TO SUPPORT VIRAL REPLICATION.-MEMBERS OF THE ORGANISMAL ARCHITECTURE GROUP TRAVELED TO KRAKOW, POLAND, TO PRESENT CZ BIOHUB SF'S ZEBRAHUB PROJECTAN ATLAS OF EARLY ZEBRAFISH DEVELOPMENT THAT COMBINES STATE-OF-THE-ART LIGHT-SHEET IMAGING AND SINGLE-CELL TRANSCRIPTOMICSAT THE 12TH EUROPEAN ZEBRAFISH MEETING. ZEBRAHUB WAS CITED IN A "METHOD OF THE YEAR" ROUNDUP IN THE JOURNAL NATURE METHODS.-CZ BIOHUB SF INVESTIGATOR CHRIS LOWE, ALONG WITH GRADUATE STUDENT LAURENT FORMERY, PUBLISHED A STUDY IN NATURE THAT UPENDED THE GENERALLY ACCEPTED THEORY OF SEA STAR EVOLUTION AND DEVELOPMENT, PROVIDING A NEW SOLUTION TO A LONG-STANDING PUZZLE IN EVOLUTIONARY/DEVELOPMENTAL BIOLOGY. THE WORK WAS COVERED IN THE WASHINGTON POST, SCIENTIFIC AMERICAN, AND MANY OTHER OUTLETS.-OUR RAPID RESPONSE TEAM HOSTED RESEARCHERS FROM THE MAHIDOL-OXFORD TROPICAL MEDICINE RESEARCH UNIT IN BANGKOK FOR SCHOLARLY EXCHANGE AND TRAINING IN NEXT-GENERATION METAGENOMIC SEQUENCING TECHNIQUES FOR INFECTIOUS DISEASE DIAGNOSIS AND SURVEILLANCE.-CZ BIOHUB SF SENIOR INVESTIGATOR PETER KIM OF STANFORD UNIVERSITY DESIGNED A NOVEL, SHELF-STABLE, LOW-COST COVID-19 NANOPARTICLE VACCINE THAT SUCCESSFULLY NEUTRALIZED ALL SARS-COV-2 VARIANTS OF CONCERN, AND ELICITED AN ANTIBODY RESPONSE 100-FOLD GREATER THAN THAT SEEN WITH MRNA-BASED VACCINES.-OUR PRESIDENT, JOSEPH DERISI, AND COLLEAGUES PUBLISHED A PAPER REPORTING THAT NITROXOLINE, A WELL-TOLERATED DRUG APPROVED IN EUROPE FOR URINARY TRACT INFECTIONS, SUCCESSFULLY TREATED A PATIENT INFECTED WITH BALAMUTHIA MANDRILLARIS, A "BRAIN-EATING AMOEBA." B. MANDRILLARIS INFECTIONS ARE ALMOST ALWAYS FATAL, BUT DERISI SHOWED IN A 2018 SCREENING STUDY THAT NITROXOLINE WAS EFFECTIVE AGAINST THE PARASITE IN THE LAB. | Desc |
| Total Program Service Expenses | $87,510,653 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 225 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN ROH INTERIM CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155493300 | PhoneNum |
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) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH DERISI | ||||||||||
| DIRECTOR, PRESIDENT CZB SF | 40.00 | 0.00 | Yes (X) | Yes (X) | $899,509 | $0 | $61,931 | |||
| STEPHEN QUAKE | ||||||||||
| PRESIDENT & DIRECTOR | 10.00 | 0.00 | Yes (X) | Yes (X) | $302,166 | $0 | $0 | |||
| CORI BARGMANN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HENNESSY | ||||||||||
| DIRECTOR (ENDS 11/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK ZUCKERBERG | ||||||||||
| DIRECTOR | 2.00 | 41.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE SCHROEPFER | ||||||||||
| DIRECTOR (STARTS 11/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL ALIVISATOS | ||||||||||
| DIRECTOR (STARTS 08/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PRISCILLA CHAN | ||||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| REID HOFFMAN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM ALTMAN | ||||||||||
| DIRECTOR (STARTS 11/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM HAWGOOD | ||||||||||
| DIRECTOR (STARTS 11/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR COLUNGA | ||||||||||
| CFO & TREASURER | 40.00 | 0.00 | Yes (X) | $768,966 | $0 | $54,902 | ||||
| MELINDA GRIFFITH | ||||||||||
| SECRETARY, CZB NETWORK/CLO, CZB SF | 40.00 | 0.00 | Yes (X) | $717,557 | $0 | $45,257 | ||||
| SANDRA L SCHMID | ||||||||||
| CHIEF SCIENTIFIC OFFICER, CZB SF | 40.00 | 0.00 | $749,325 | $0 | $42,207 | Yes (X) | ||||
| SONYA ZILKA | ||||||||||
| CHIEF PEOPLE OFFICER | 40.00 | 0.00 | $662,323 | $0 | $38,708 | Yes (X) | ||||
| AMY E HERR | ||||||||||
| CHIEF TECH OFFICER, CZB NETWORK | 40.00 | 0.00 | $641,670 | $0 | $33,909 | Yes (X) | ||||
| ROSIO ALVAREZ | ||||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | $604,832 | $0 | $43,785 | Yes (X) | ||||
| SHANA KELLEY | ||||||||||
| PRESIDENT, CZB CHICAGO | 40.00 | 0.00 | $600,427 | $0 | $37,577 | Yes (X) | ||||
| MATTHIAS HAURY | ||||||||||
| ACTING EXEC DIRECTOR & COO, CZII | 40.00 | 0.00 | $411,486 | $0 | $7,551 | Yes (X) | ||||
| DAVID ANDREW AGARD | ||||||||||
| FOUNDING SCIENTIFIC DIRECTOR, CZII | 40.00 | 0.00 | $375,449 | $0 | $30,368 | Yes (X) | ||||
| CLINTON POTTER | ||||||||||
| FOUNDING TECHNICAL DIRECTOR, CZII | 40.00 | 0.00 | $373,568 | $0 | $11,618 | Yes (X) | ||||
| BRIDGET CARRAGHER | ||||||||||
| FOUNDING TECHNICAL DIRECTOR, CZII | 40.00 | 0.00 | $376,909 | $0 | $6,704 | Yes (X) | ||||
| WILLIAM BURKHOLDER | ||||||||||
| DIR/SCIENTIFIC PRGM MGMT, CZB SF | 40.00 | 0.00 | $290,821 | $0 | $61,625 | Yes (X) | ||||
| ANDREA CALIFANO | ||||||||||
| PRESIDENT, CZ BIOHUB NY | 40.00 | 0.00 | $281,648 | $0 | $9,533 | Yes (X) | ||||
| RAFAEL GOMEZ-SJOBERG | ||||||||||
| CHIEF TECHOLOGY OFFICER, CZB SF | 40.00 | 0.00 | $499,432 | $0 | $69,822 | Yes (X) | ||||
| CRAIG KAPFER | ||||||||||
| SR DIRECTOR, SCIENTIFIC COMPUTING | 40.00 | 0.00 | $376,667 | $0 | $48,368 | Yes (X) | ||||
| ANNETTE PARENT | ||||||||||
| LEAD IP COUNSEL, CZB SF | 40.00 | 0.00 | $358,815 | $0 | $44,510 | Yes (X) | ||||
| ASTRID HO | ||||||||||
| CONTROLLER | 40.00 | 0.00 | $303,790 | $0 | $68,176 | Yes (X) | ||||
| CHRISTOPHER CHIN | ||||||||||
| NETWORK SECURITY PRINCIPAL ENGR | 40.00 | 0.00 | $332,824 | $0 | $36,376 | Yes (X) | ||||
| JIM KARKANIAS | ||||||||||
| CHIEF TECHNOLOGY OFFICER | 0.00 | 0.00 | $192,500 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,120,684 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $752,927 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 118 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DOME CONSTRUCTION CORPORATION | |||||
| 393 EAST GRAND AVE | SOUTH SAN FRANCISCO | CA | 94080 | CONSTRUCTION | $3,295,152 |
| ZOE LIFE 400 ABERDEEN LLC DBA FULTON LAB | |||||
| 2100 MCKINNEY AVE STE 800 | DALLAS | TX | 75201 | CONSTRUCTION | $2,500,000 |
| ARNOLD & PORTER KAYE SCHOLER LLP | |||||
| 601 MASSACHUSETTS AVE NW | WASHINGTON | WA | 20001 | LEGAL SERVICES | $1,102,990 |
| KILPATRICK TOWNSEND | |||||
| 1100 PEACHTREE ST NE STE 2800 | ATLANTA | GA | 30309 | LEGAL SERVICES | $879,191 |
| FULL SRVC TECHNOLOGY SOLUTIONS INC (TEL | |||||
| 39300 CVCCTR DR STE 390 | FREMONT | CA | 94538 | PROJECT MANAGEMENT | $618,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $32,822,517 | RelatedOrganizationsAmt |
| All Other Contributions | $1,251,215,695 | AllOtherContributionsAmt |
| Noncash Contributions | $7,164,029 | NoncashContributionsAmt |
| Total Contributions | $1,284,038,212 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLAB PROG.& LICENSE | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $1,968,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,968,367 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,968,367 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,264,016 | TotalRevenueColumnAmt |
| Exclusion | $4,264,016 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,928 | TotalRevenueColumnAmt |
| Exclusion | $339,928 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,290,610,523 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,968,367 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,603,944 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,363,671 | TotalAmt |
| Program Services | $32,363,671 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,056,656 | TotalAmt |
| Program Services | $4,717,338 | ProgramServicesAmt |
| Management And General | $3,339,318 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,500 | TotalAmt |
| Program Services | $192,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,563,396 | TotalAmt |
| Program Services | $16,093,356 | ProgramServicesAmt |
| Management And General | $6,470,040 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,274,109 | TotalAmt |
| Program Services | $2,387,091 | ProgramServicesAmt |
| Management And General | $887,018 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,800,368 | TotalAmt |
| Program Services | $1,220,240 | ProgramServicesAmt |
| Management And General | $1,580,128 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,891 | TotalAmt |
| Program Services | $1,309,364 | ProgramServicesAmt |
| Management And General | $611,527 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,848,334 | TotalAmt |
| Program Services | $1,441,651 | ProgramServicesAmt |
| Management And General | $1,406,683 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,262 | TotalAmt |
| Management And General | $324,262 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,698,185 | TotalAmt |
| Program Services | $3,148,508 | ProgramServicesAmt |
| Management And General | $549,677 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,769 | TotalAmt |
| Program Services | $1,977 | ProgramServicesAmt |
| Management And General | $26,792 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,224,404 | TotalAmt |
| Program Services | $4,675,609 | ProgramServicesAmt |
| Management And General | $548,795 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,770 | TotalAmt |
| Program Services | $789,458 | ProgramServicesAmt |
| Management And General | $1,346,312 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,917,865 | TotalAmt |
| Program Services | $8,155,023 | ProgramServicesAmt |
| Management And General | $1,762,842 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,790 | TotalAmt |
| Program Services | $684,751 | ProgramServicesAmt |
| Management And General | $165,039 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,534 | TotalAmt |
| Program Services | $427,912 | ProgramServicesAmt |
| Management And General | $4,622 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,506,895 | TotalAmt |
| Program Services | $4,211,771 | ProgramServicesAmt |
| Management And General | $295,124 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,583 | TotalAmt |
| Program Services | $20,323 | ProgramServicesAmt |
| Management And General | $238,260 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LAB SUPPLIES | $5,207,922 | $5,207,922 | |
| ALL OTHER EXPENSES | $829,862 | $20,912 | $808,950 |
| MEALS & ENTERTAINMENT | $586,857 | $439,625 | $147,232 |
| LICENSES & REGISTRATION | $4,865 | $1,651 | $3,214 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,026,488 | TotalAmt |
| Program Services | $87,510,653 | ProgramServicesAmt |
| Management And General | $20,515,835 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,211,743 | BOYAmt |
| EOY | $9,095,362 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,819,723 | BOYAmt |
| EOY | $136,662,084 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,925,884 | BOYAmt |
| EOY | $1,275,341,448 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,864 | BOYAmt |
| EOY | $1,354,066 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492,771 | BOYAmt |
| EOY | $5,427,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,469,774 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,108,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,981,666 | BOYAmt |
| EOY | $29,361,389 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,735 | BOYAmt |
| EOY | $564,098 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,050,044 | BOYAmt |
| EOY | $21,779,302 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,112,430 | BOYAmt |
| EOY | $1,479,585,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,039,831 | BOYAmt |
| EOY | $12,127,874 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,696,071 | BOYAmt |
| EOY | $8,551,517 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,382,566 | BOYAmt |
| EOY | $23,327,818 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,118,468 | BOYAmt |
| EOY | $44,007,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,156,531 | BOYAmt |
| EOY | $156,918,456 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,837,431 | BOYAmt |
| EOY | $1,278,659,541 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,993,962 | BOYAmt |
| EOY | $1,435,577,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,112,430 | BOYAmt |
| EOY | $1,479,585,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,182,584,035 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp (2 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| AFFILIATED HOSPITALS OF STANFORD | |
| STANFORD | CA |
| AFFILIATED HOSPITALS OF UCSF | |
| SAN FRANCISCO | CA |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,894,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $400,395 | DepreciationAmt |
| Book Value | $5,494,051 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,575,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,707,990 | DepreciationAmt |
| Book Value | $23,867,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,361,389 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $23,327,818 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,327,818 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,295,688,889 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $5,078,366 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $5,078,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,290,610,523 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,290,610,523 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $113,104,854 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,078,366 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $5,078,366 | ExpensesNotReportedAmt |
| Expenses Subtotal | $108,026,488 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $108,026,488 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2023. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | SPEAKING/ATTENDING CONFERENCES | $101,189 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SPEAKING/ATTENDING CONFERENCES | $744 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SPEAKING/ATTENDING CONFERENCES | $323 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SPEAKING/ATTENDING CONFERENCES | $32,423 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SPEAKING/ATTENDING CONFERENCES | $81,436 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CONSULTING SERVICE | $66,496 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | CONSULTING SERVICE | $1,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONSULTING SERVICE | $3,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $287,242 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $287,242 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD USED; EXPENDITURES IN REGION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | ||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $11,450,044 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| UC SAN FRANCISCO | ||||||||
| PO BOX 0248 | SAN FRANCISCO | CA | 94143 | 946036493 | GOVERNMENT ENTITY | $12,786,641 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| UC BERKELEY | ||||||||
| 2195 HEARST AVE RM 120 MC 1104 | BERKELEY | CA | 94720 | 946002123 | GOVERNMENT ENTITY | $5,850,000 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $166,667 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| 506 S WRIGHT STREET 209 HAB MC 339 | URBANA | IL | 61801 | 376000511 | GOVERNMENT ENTITY | $666,841 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $971,739 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| UNIVERSITY OF CHICAGO | ||||||||
| 6054 SOUTH DREXEL AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $471,739 | $0 | SCIENTIFIC AND MEDICAL RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WITH REGARD TO INVESTIGATOR AWARDS UNDER A MASTER COLLABORATION AGREEMENT WITH PARTNERED 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH DERISI | ||||||||||||||
| DIRECTOR, PRESIDENT CZB SF | $616,477 | $0 | $281,100 | $0 | $1,932 | $0 | $30,000 | $0 | $31,931 | $0 | $961,440 | $0 | $0 | $0 |
| VICTOR COLUNGA | ||||||||||||||
| CFO & TREASURER | $502,450 | $0 | $255,700 | $0 | $10,816 | $0 | $30,000 | $0 | $24,902 | $0 | $823,868 | $0 | $0 | $0 |
| SANDRA L SCHMID | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER, CZB SF | $508,407 | $0 | $230,250 | $0 | $10,668 | $0 | $30,000 | $0 | $12,207 | $0 | $791,532 | $0 | $0 | $0 |
| MELINDA GRIFFITH | ||||||||||||||
| SECRETARY, CZB NETWORK/CLO, CZB SF | $485,158 | $0 | $221,731 | $0 | $10,668 | $0 | $30,000 | $0 | $15,257 | $0 | $762,814 | $0 | $0 | $0 |
| SONYA ZILKA | ||||||||||||||
| CHIEF PEOPLE OFFICER | $435,791 | $0 | $221,000 | $0 | $5,532 | $0 | $30,000 | $0 | $8,708 | $0 | $701,031 | $0 | $0 | $0 |
| AMY E HERR | ||||||||||||||
| CHIEF TECH OFFICER, CZB NETWORK | $424,210 | $0 | $216,200 | $0 | $1,260 | $0 | $22,500 | $0 | $11,409 | $0 | $675,579 | $0 | $0 | $0 |
| ROSIO ALVAREZ | ||||||||||||||
| CHIEF INFORMATION OFFICER | $426,688 | $0 | $172,600 | $0 | $5,544 | $0 | $30,000 | $0 | $13,785 | $0 | $648,617 | $0 | $0 | $0 |
| SHANA KELLEY | ||||||||||||||
| PRESIDENT, CZB CHICAGO | $411,605 | $0 | $187,373 | $0 | $1,449 | $0 | $25,472 | $0 | $12,105 | $0 | $638,004 | $0 | $0 | $0 |
| RAFAEL GOMEZ-SJOBERG | ||||||||||||||
| CHIEF TECHOLOGY OFFICER, CZB SF | $342,924 | $0 | $154,686 | $0 | $1,822 | $0 | $30,000 | $0 | $39,822 | $0 | $569,254 | $0 | $0 | $0 |
| CRAIG KAPFER | ||||||||||||||
| SR DIRECTOR, SCIENTIFIC COMPUTING | $293,075 | $0 | $82,050 | $0 | $1,542 | $0 | $30,000 | $0 | $18,368 | $0 | $425,035 | $0 | $0 | $0 |
| MATTHIAS HAURY | ||||||||||||||
| ACTING EXEC DIRECTOR & COO, CZII | $233,369 | $0 | $174,360 | $0 | $3,757 | $0 | $5,957 | $0 | $1,594 | $0 | $419,037 | $0 | $0 | $0 |
| DAVID ANDREW AGARD | ||||||||||||||
| FOUNDING SCIENTIFIC DIRECTOR, CZII | $259,326 | $0 | $107,471 | $0 | $8,652 | $0 | $16,250 | $0 | $14,118 | $0 | $405,817 | $0 | $0 | $0 |
| ANNETTE PARENT | ||||||||||||||
| LEAD IP COUNSEL, CZB SF | $293,906 | $0 | $60,600 | $0 | $4,309 | $0 | $30,000 | $0 | $14,510 | $0 | $403,325 | $0 | $0 | $0 |
| CLINTON POTTER | ||||||||||||||
| FOUNDING TECHNICAL DIRECTOR, CZII | $263,325 | $0 | $107,471 | $0 | $2,772 | $0 | $0 | $0 | $11,618 | $0 | $385,186 | $0 | $0 | $0 |
| BRIDGET CARRAGHER | ||||||||||||||
| FOUNDING TECHNICAL DIRECTOR, CZII | $264,104 | $0 | $107,471 | $0 | $5,334 | $0 | $0 | $0 | $6,704 | $0 | $383,613 | $0 | $0 | $0 |
| ASTRID HO | ||||||||||||||
| CONTROLLER | $243,226 | $0 | $59,300 | $0 | $1,264 | $0 | $30,000 | $0 | $38,176 | $0 | $371,966 | $0 | $0 | $0 |
| CHRISTOPHER CHIN | ||||||||||||||
| NETWORK SECURITY PRINCIPAL ENGR | $271,398 | $0 | $55,238 | $0 | $6,188 | $0 | $30,000 | $0 | $6,376 | $0 | $369,200 | $0 | $0 | $0 |
| WILLIAM BURKHOLDER | ||||||||||||||
| DIR/SCIENTIFIC PRGM MGMT, CZB SF | $247,976 | $0 | $39,225 | $0 | $3,620 | $0 | $30,000 | $0 | $31,625 | $0 | $352,446 | $0 | $0 | $0 |
| STEPHEN QUAKE | ||||||||||||||
| PRESIDENT & DIRECTOR | $200,000 | $0 | $101,200 | $0 | $966 | $0 | $0 | $0 | $0 | $0 | $302,166 | $0 | $0 | $0 |
| ANDREA CALIFANO | ||||||||||||||
| PRESIDENT, CZ BIOHUB NY | $197,981 | $0 | $80,619 | $0 | $3,048 | $0 | $4,609 | $0 | $4,924 | $0 | $291,181 | $0 | $0 | $0 |
| JIM KARKANIAS | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $0 | $0 | $0 | $0 | $192,500 | $0 | $0 | $0 | $0 | $0 | $192,500 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | DURING 2023, THE ORGANIZATION PAID SEVERANCE TO THE FOLLOWING INDIVIDUALS: JIM KARKANIAS - $192,500 |
| 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG INITIATIVE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MANAGED BY DIRECTORS MARK ZUCKERBERG AND PRISCILLA CHAN | RelationshipDescriptionTxt |
| Transaction | $412,446 | TransactionAmt |
| Transaction | COLLABORATION REVENUE PAID FROM CZI TO BIOHUB | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 1 | $6,322,517 | COST OR SELLING PRIC |
| Yes (X) | COMMON AREA MAINTENANCE | 1 | $840,211 | COST OR SELLING PRIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING AIMS TO PUSH FORWARD THE DEVELOPMENT AND APPLICATION OF NEW IMAGING TECHNOLOGIES OVER THE NEXT 10 TO 15 YEARS TO OBTAIN DEEP INSIGHTS INTO THE ARCHITECTURE OF COMPLEX BIOLOGICAL SYSTEMS AT THE MOLECULAR LEVEL. THE CZ IMAGING INSTITUTE WILL CREATE BREAKTHROUGH TECHNOLOGIES HARDWARE, SOFTWARE, BIOLOGICAL PROBES, DATA, AND PLATFORMS THAT WILL BE MADE AVAILABLE TO THE SCIENTIFIC COMMUNITY AND ADOPTED WORLDWIDE THROUGH A COMBINATION OF DIRECT ACCESS TO THE INSTITUTE, OPEN SHARING OF ADVANCES, AND COMMERCIAL PARTNERSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DR. CHAN (DIRECTOR) AND MR. ZUCKERBERG (DIRECTOR) HAVE A FAMILY RELATIONSHIP. CORI BARGMANN, STEPHEN QUAKE, DR. CHAN, MR. ZUCKERBERG, SHANA KELLEY, MATTHIAS HAURY, JOE DERISI AND ANDREA CALIFANO HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED TO CHANGE THE NUMBER OF DIRECTORS OF THE BOARD FROM "TWO" TO NOT LESS THAN ONE." THE BYLAWS WERE ALSO AMENDED TO STATE THAT "ALL DIRECTORS OF THE BOARD SHALL BE DESIGNATED BY CHAN ZUCKERBERG INITIATIVE, LLC." |
| FORM 990, PART VI, SECTION A, LINE 7A | CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES ALL DIRECTORS OF THE BOARD. |
| 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 | THE CONFLICT OF INTEREST POLICY APPLIES TO THE BIOHUB AND ALL DISREGARDED ENTITIES. 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 QUARTERLY 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 COMPANY, 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 OFFICER AND, IF REQUESTED BY THE BOARD OR COMMITTEE, OUTSIDE COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE OF THE BOARD REVIEW AND APPROVE THE COMPENSATION OF THE ORGANIZATION'S CO-PRESIDENTS AND OFFICERS. 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 2022. |
| 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 13 & LINE 14 | THE WHISTLEBLOWER POLICY AND WRITTEN RETENTION AND DESTRUCTION POLICY APPLY TO THE CHAN ZUCKERBERG BIOHUB, INC. AND ALL THE DISREGARDED ENTITIES. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CZ BIOHUB SF LLC | |||||||||
| 499 ILLINOIS ST 4TH FLOOR | SAN FRANCISCO | CA | 94158 | 882010111 | MEDICAL RESEARCH | DE | $615,073,349 | $548,858,530 | CHAN ZUCKERBERG BIOHUB INC |
| CHAN ZUCKERBERG INSTITUTE FOR ADVANCED BIOLOGICAL IMAGING LLC | |||||||||
| 3400 BRIDGE PARKWAY | REDWOOD CITY | CA | 94065 | 882242512 | MEDICAL RESEARCH | DE | $488,757,898 | $506,052,464 | CHAN ZUCKERBERG BIOHUB INC |
| CZ BIOHUB CHICAGO LLC | |||||||||
| 400 NORTH ABERDEEN ST SUITE 800 | CHICAGO | IL | 60642 | 922259616 | MEDICAL RESEARCH | DE | $207,815,025 | $203,923,572 | CHAN ZUCKERBERG BIOHUB INC |
| CZ BIOHUB NEW YORK LLC | |||||||||
| 650 W 168TH STREET WILLIAM BLACK BU | NEW YORK | NY | 10032 | 931478843 | MEDICAL RESEARCH | DE | $202,924,773 | $202,166,575 | CHAN ZUCKERBERG BIOHUB INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAN ZUCKERBERG INITIATIVE ADVOCACY | ||||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | 813742328 | SOCIAL WELFARE | CA | 501(C)(4) | N/A | Yes (1) | |
| CHAN ZUCKERBERG INITIATIVE FOUNDATION | ||||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | 455002209 | GRANTMAKING | CA | 501(C)(3) | N/A | Yes (1) | PF |
| FWDUS EDUCATION FUND INC | ||||||||||
| PO BOX 34506 | WASHINGTON | DC | 20043 | 820962378 | EDUCATION | DE | 501(C)(3) | N/A | Yes (1) | 7 |
| FWDUS INC | ||||||||||
| PO BOX 34506 | WASHINGTON | DC | 20043 | 462223015 | SOCIAL WELFARE | DE | 501(C)(4) | N/A | Yes (1) | |
| GRADIENT LEARNING | ||||||||||
| 340 S LEMON AVE 6119 | WALNUT | CA | 91789 | 352645251 | EDUCATION | CA | 501(C)(3) | N/A | Yes (1) | 7 |
| THE PRIMARY SCHOOL - EAST PALO ALTO | ||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 473334579 | EDUCATION | CA | 501(C)(3) | N/A | Yes (1) | 2 |
| THE PRIMARY SCHOOL LAB | ||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 364858582 | EDUCATION | CA | 501(C)(4) | N/A | Yes (1) | |
| THE PRIMARY SCHOOL | ||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 371975407 | EDUCATION | CA | 501(C)(3) | N/A | Yes (1) | 2 |
| THE PRIMARY SCHOOL BAY AREA | ||||||||||
| 2086 CLARKE AVE | EAST PALO ALTO | CA | 94303 | 844481558 | EDUCATION | CA | 501(C)(3) | N/A | Yes (1) | 2 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | META PLATFORMS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 WILLOW RD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201665019 | EIN |
| Primary Activities | SOCIAL MEDIA | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN ZUCKERBERG INITIATIVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $32,822,517 | InvolvedAmt |
| Method Of Amount Determination | CASH OR FAIR VALUE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE R, 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. OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. |
| FORM 990, SCHEDULE R, 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. |