2023-11-14T07:59:24-06:00 2022-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2022-01-01 811669175 CHAN ZUCKERBERG BIOHUB INC CHAN 6282003246 499 ILLINOIS ST SAN FRANCISCO CA 94158 VICTOR COLUNGA CFO AND TREASURER 6282003246 2023-11-14 1 VICTOR COLUNGA 999009999 0 ANNE FULTON P00941863 6123974000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VICTOR COLUNGA 499 ILLINOIS ST SAN FRANCISCO CA 94158 16409981 0 X WWW.CZBIOHUB.ORG X 2016 CA CONDUCT CUTTING EDGE MEDICAL RESEARCH 7 3 202 0 0 0 8639740 14330487 1356240 750912 34766 891383 284009 437199 10314755 16409981 21070869 29060304 0 0 23016067 30038105 0 0 0 29734083 31715298 73821019 90813707 -63506264 -74403726 338316919 271112430 10919231 18118468 327397688 252993962 X ALLEVIATING HUMAN SUFFERING THROUGH ITS MISSION TO CURE, MANAGE, AND PREVENT ALL DISEASES BY THE END OF THE 21ST CENTURY. 0 0 78383863 29060304 750912 IN 2022 THE CHAN ZUCKERBERG BIOHUB, INC. ("CZ BIOHUB") CELEBRATED ITS 6TH ANNIVERSARY AS A MEDICAL RESEARCH ORGANIZATION. CONSISTENT WITH OUR MISSION, WE 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 RESEARCHERS THAT EMPHASIZE BASIC SCIENCE, IN TWO MAIN AREAS:A. QUANTITATIVE CELL SCIENCEB. INFECTIOUS DISEASE2. PROGRAMS SUPPORTING SCIENTISTS AND PHYSICIANS AT OUR INSTITUTIONS UNIVERSITIES (STANFORD UNIVERSITY; UC SAN FRANCISCO; UC BERKELEY) THROUGH THE CZ BIOHUB INVESTIGATOR PROGRAM, PHYSICIAN-SCIENTIST FELLOWSHIP PROGRAM, AND COLLABORATIVE POSTDOCTORAL FELLOWSHIP PROGRAM.HIGHLIGHTS- IN MARCH 2022, THE PAPER DESCRIBING OPENCELL - AN OPEN-SOURCE, PROTEOME-SCALE COLLECTION OF PROTEIN LOCALIZATION AND INTERACTION MEASUREMENTS IN HUMAN CELLS - WAS PUBLISHED IN SCIENCE, AND HAS SINCE BEEN DOWNLOADED MORE THAN 31,000 TIMES. THE OPENCELL'S ALTMETRIC SCORE IS 433, PLACING IT IN THE TOP 5% OF ALL RESEARCH OUTPUTS TRACKED BY ALTMETRIC. FOR THIS ACHIEVEMENT AND HIS LARGER BODY OF WORK, CZ BIOHUB SF SCIENTIST MANUEL LEONETTI WON THE INNOVATION IN RESEARCH AWARD FROM THE AMERICAN SOCIETY FOR CELL BIOLOGY, A DISTINCTION THAT "RECOGNIZES EARLY AND MID-CAREER SCIENTISTS FOR THEIR NEW AND INNOVATIVE RESEARCH IN CELL BIOLOGY."- THE TABULA SAPIENS, A SINGLE-CELL ATLAS OF MORE THAN 400 HUMAN CELL TYPES BASED ON ANALYSIS OF NEARLY 500,000 CELLS FROM MULTIPLE ORGANS, WAS PUBLISHED IN SCIENCE IN MAY 2022. THE PAPER HAS SINCE BEEN DOWNLOADED NEARLY 120,000 TIMES, AND HAS AN ALTMETRIC SCORE OF 1158, PLACING IT IN THE TOP 5% OF ALL RESEARCH OUTPUTS TRACKED BY ALTMETRIC.- OUR RAPID RESPONSE TEAM TRAINED VISITING SCIENTIFIC TEAMS FROM ZAMBIA, PAKISTAN, CAMBODIA, AND BANGLADESH IN METAGENOMIC NEXT-GENERATION SEQUENCING TECHNIQUES AND THE USE OF CZ ID, AN OPEN-SOURCE WEB PORTAL AND DATABASE TO TRACK AND IDENTIFY PATHOGENS IN THEIR RESPECTIVE COUNTRIES AND RESPOND TO INFECTIOUS DISEASE OUTBREAKS.- IN JANUARY 2022, WE ANNOUNCED OUR SECOND COHORT OF CZ BIOHUB INVESTIGATORS, 86 SCIENTISTS WORKING IN DIVERSE FIELDS AT STANFORD, UCSF, AND UC BERKELEY SUPPORTED BY UNRESTRICTED RESEARCH GRANTS FROM THE BIOHUB.- THROUGH OUR COLLABORATIVE POSTDOCTORAL FELLOWSHIP PROGRAM, WE SUPPORTED INTERDISCIPLINARY, COLLABORATIVE RESEARCH BY SEVEN FELLOWS IN LABS AT ALL THREE OF OUR PARTNER UNIVERSITIES. OUR PHYSICIAN-SCIENTIST FELLOWSHIP PROGRAM TRAINED SIX PHYSICIANS AT UCSF AND STANFORD UNIVERSITY IN BIOMEDICAL RESEARCH TECHNIQUES (BOTH LABORATORY AND COMPUTATIONAL) THROUGH AN IMMERSIVE, HANDS-ON EXPERIENCE. 78383863 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 112 0 1 202 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 3 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 1 1 1 0 CA OR PA X VICTOR COLUNGA CFO & TREASURER 6282003246 499 ILLINOIS ST SAN FRANCISCO CA 94158 X JOSEPH DERISI CO-PRESIDENT & DIRECTOR 40.00 0.00 X X 848528 0 39514 STEVE QUAKE CO-PRESIDENT & DIRECTOR 10.00 0.00 X X 581077 0 31521 CORI BARGMANN DIRECTOR 3.00 0.00 X 0 0 0 JOHN HENNESSY DIRECTOR 3.00 0.00 X 0 0 0 MARK ZUCKERBERG DIRECTOR 3.00 41.00 X 0 0 0 PRISCILLA CHAN DIRECTOR 3.00 4.00 X 0 0 0 REID HOFFMAN DIRECTOR 3.00 0.00 X 0 0 0 VICTOR COLUNGA CFO & TREASURER 40.00 0.00 X 723474 0 43646 MELINDA GRIFFITH START 522 CHIEF LEGAL OFFICER & SECRETARY 40.00 0.00 X 482716 0 25056 GAJUS WORTHINGTON END 122 CHIEF OPERATING OFFICER 40.00 0.00 X 37931 0 9027 SANDRA L SCHMID CHIEF SCIENTIFIC OFFICER 40.00 0.00 X 726183 0 29934 SONYA ZILKA CHIEF PEOPLE OFFICER 40.00 0.00 X 625730 0 22208 ROSIO ALVAREZ CHIEF INFORMATION OFFICER 40.00 0.00 X 611991 0 30355 JIM KARKANIAS END 1222 CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 568378 0 38000 AMY E HERR START 222 CHIEF TECHNOLOGY OFFICER, CZ BIOHUB NETWORK 40.00 0.00 X 479085 0 12448 MANDANA ASGHAMEJAD 722-1122 CHIEF OPERATING OFFICER 40.00 0.00 X 335578 0 14492 WILLIAM BURKHOLDER DIRECTOR, SCIENTIFIC PROGRAM MANAGEMENT 40.00 0.00 X 272971 0 44164 CRAIG KAPFER SENIOR DIRECTOR, SCIENTIFIC COMPUTING 40.00 0.00 X 347093 0 28128 RAFAEL GOMEZ-SJOBERG SR. DIRECTOR, BIOENGINEERING 40.00 0.00 X 324412 0 44455 ANNETTE PARENT LEAD IP COUNSEL 40.00 0.00 X 337828 0 27605 ASTRID HO CONTROLLER 40.00 0.00 X 271937 0 48269 CRISTINA TATO DIRECTOR, RAPID RESPONSE TEAM 40.00 0.00 X 263535 0 15220 7838447 0 504042 97 0 1 0 ARNOLD & PORTER KAYE SCHOLER LLP 601 MASSACHUSETTS AVE NW WASHINGTON DC 200013743 LEGAL SERVICES 1275293 KILPATRICK TOWNSEND 1100 PEACHTREE ST NE STE 2800 ATLANTA GA 30309 LEGAL SERVICES 679791 NEXUS CONTINGENT WORKFORCE 4901 MORENA BLVD 122 SAN DIEGO CA 92117 TEMPORARY SERVICES 575528 MARSHALL GERSTEIN & BORUN LLP 233 SOUTH WACKER DRIVE CHICAGO IL 60606 LEGAL SERVICES 440887 GRAHAM ADAIR 6850 AUSTIN CENTER BOULEVARD AUSTIN TX 78731 LEGAL SERVICES 304823 10 5000000 9330487 883433 14330487 COLLAB PROG.& LICENSE 541700 750912 750912 750912 891383 891383 437199 437199 16409981 750912 0 1328582 29060304 29060304 6293643 3333262 2960381 18710170 15484774 3225396 918138 759863 158275 2610612 2149437 461175 1505542 1133081 372461 3047033 1430610 1616423 229643 229643 3775919 2714896 1061023 23757 1035 22722 2201774 2015235 186539 2116374 1668928 447446 7262555 6214865 1047690 632189 480136 152053 821080 799496 21584 6200 6200 4459322 4258935 200387 263512 100176 163336 LAB SUPPLIES 6113936 6113936 MEALS & ENTERTAINMENT 681631 587988 93643 ALL OTHER EXPENSES 75687 75329 358 LICENSES & REGISTRATION 4686 1577 3109 90813707 78383863 12429844 0 6047322 8211743 76954003 83819723 238971849 155925884 531565 495864 1255732 1492771 28583156 17601490 11929442 10981666 974922 1134735 1652084 9050044 338316919 271112430 3800062 3039831 7119169 6696071 0 8382566 10919231 18118468 X 84094121 91156531 243303567 161837431 327397688 252993962 338316919 271112430 -74403726 0 X 0 1 X 1 0 X AFFILIATED HOSPITALS OF STANFORD STANFORD CA AFFILIATED HOSPITALS OF UCSF SAN FRANCISCO CA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 427145 202008 225137 28156011 17399482 10756529 10981666 LEASE LIABILITY 8382566 8382566 X 17390281 980300 980300 16409981 0 16409981 91794007 980300 980300 90813707 0 90813707 PART X, LINE 2: THE BIOHUB IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A MEDICAL RESEARCH ORGANIZATION OPERATED IN CONJUNCTION WITH A HOSPITAL AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE BIOHUB HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2022. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 73148 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 23681 NORTH AMERICA 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 1931 SOUTH ASIA 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 1539 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SPEAKING/ATTENDING CONFERENCES 31524 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONSULTING SERVICES 100202 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONSULTING SERVICES 1500 0 0 0 0 0 0 233525 0 233525 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL METHOD USED; EXPENDITURES IN REGION PART III ACCOUNTING METHOD: 1 STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 11215383 0 SCIENTIFIC AND MEDICALRESEARCH UC SAN FRANCISCO PO BOX 0248 SAN FRANCISCO CA 94143 946036493 GOVERNMENT ENTITY 11796796 0 SCIENTIFIC AND MEDICALRESEARCH UC BERKELEY 2195 HEARST AVE RM 120 MC 1104 BERKELEY CA 94720 946002123 GOVERNMENT ENTITY 6048125 0 SCIENTIFIC AND MEDICALRESEARCH 3 0 PART I, LINE 2: WITH REGARD TO INVESTIGATOR AWARDS UNDER A MASTER COLLABORATION AGREEMENT WITH THREE UNIVERSITIES, THE BIOHUB OBLIGATES THE USE OF THE GIFT FUNDS ONLY FOR THE PURPOSE FOR WHICH THE BIOHUB MAKES THE AWARDS. WE REQUIRE WRITTEN REPORTS CONCERNING THE RESEARCH DONE BY THE RECIPIENTS. THE FUNDS ARE PROVIDED TO THE UNIVERSITIES EMPLOYING THE RECIPIENTS AND THE UNIVERSITIES DISBURSE THE FUNDS ACCORDING TO THEIR POLICIES REGARDING BOTH PROPRIETY AND PROCESS (INCLUDING SUBSTANTIATION). FROM TIME TO TIME, THE BIOHUB MAY ALSO MAKE SMALL DISCRETIONARY GIFTS FOR RESEARCH AND SIMILAR PURPOSES DIRECTLY TO RECIPIENTS WITHOUT THE NEED FOR A WRITTEN PROPOSAL AND WITH LIMITED AND/OR WITHOUT A POST-GRANT REVIEW BY THE BIOHUB. X X X 1 0 0 0 0 0 0 1 0 JOSEPH DERISI CO-PRESIDENT & DIRECTOR 581391 0 265205 0 1932 0 14971 0 24543 0 888042 0 0 0 VICTOR COLUNGA CFO & TREASURER 471459 0 241200 0 10815 0 13500 0 30146 0 767120 0 0 0 SANDRA L SCHMID CHIEF SCIENTIFIC OFFICER 479439 0 241200 0 5544 0 18328 0 11606 0 756117 0 0 0 SONYA ZILKA CHIEF PEOPLE OFFICER 412438 0 208450 0 4842 0 13500 0 8708 0 647938 0 0 0 ROSIO ALVAREZ CHIEF INFORMATION OFFICER 403269 0 203550 0 5172 0 15421 0 14934 0 642346 0 0 0 STEVE QUAKE CO-PRESIDENT & DIRECTOR 405945 0 174085 0 1047 0 13504 0 18017 0 612598 0 0 0 JIM KARKANIAS END 1222 CHIEF TECHNOLOGY OFFICER 379714 0 185200 0 3464 0 13577 0 24423 0 606378 0 0 0 MELINDA GRIFFITH START 522 CHIEF LEGAL OFFICER & SECRETARY 314584 0 161020 0 7112 0 12936 0 12120 0 507772 0 0 0 AMY E HERR START 222 CHIEF TECHNOLOGY OFFICER, CZ BIOHUB 317745 0 160342 0 998 0 9929 0 2519 0 491533 0 0 0 CRAIG KAPFER SENIOR DIRECTOR, SCIENTIFIC COMPUTIN 277550 0 58600 0 10943 0 9722 0 18406 0 375221 0 0 0 RAFAEL GOMEZ-SJOBERG SR. DIRECTOR, BIOENGINEERING 264877 0 58100 0 1435 0 13500 0 30955 0 368867 0 0 0 ANNETTE PARENT LEAD IP COUNSEL 276589 0 57200 0 4039 0 13388 0 14217 0 365433 0 0 0 MANDANA ASGHAMEJAD 722-1122 CHIEF OPERATING OFFICER 145782 0 300 0 189496 0 6092 0 8400 0 350070 0 0 0 ASTRID HO CONTROLLER 228963 0 42200 0 774 0 10250 0 38019 0 320206 0 0 0 WILLIAM BURKHOLDER DIRECTOR, SCIENTIFIC PROGRAM MANAGEM 233713 0 37050 0 2208 0 13998 0 30166 0 317135 0 0 0 CRISTINA TATO DIRECTOR, RAPID RESPONSE TEAM 220503 0 38350 0 4682 0 11900 0 3320 0 278755 0 0 0 PART I, LINE 4A DURING 2022, THE ORGANIZATION PAID SEVERANCE TO THE FOLLOWING INDIVIDUALS: MANDANA ASGHAMEJAD - $187,648. JIM KARKANIAS PARTICIPATED IN A SEPARATION AGREEMENT THAT WAS EXECUTED AND EFFECTIVE AS OF 12/31/22. PART I, LINE 7 INCENTIVE COMPENSATION WAS PROVIDED TO CERTAIN PERSONS LISTED ON PART VII OF THE FORM 990. INCENTIVE COMPENSATION WAS PAID BASED ON A FIXED PERCENTAGE OF BASE COMPENSATION, PLUS AN ADDITIONAL DISCRETIONARY PERCENTAGE SUBJECT TO BOARD APPROVAL. CHAN ZUCKERBERG INITIATIVE ENTITY MANAGED BY DIRECTORS MARK ZUCKERBERG AND PRISCILLA CHAN 403478 COLLABORATION REVENUE PAID FROM CZI TO BIOHUB 0 X COMMON AREA MAINTAINENCE 1 883443 COST OR SELLING PRIC 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 DR. CHAN (DIRECTOR) AND MR. ZUCKERBERG (DIRECTOR) HAVE A FAMILY RELATIONSHIP. CORI BARGMANN, STEVE QUAKE, DR. CHAN AND MR. ZUCKERBERG HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES TWO DIRECTORS TO THE BOARD (DESIGNATED DIRECTORS). SUCH DESIGNATED DIRECTORS APPROVE THE APPOINTING, ELECTING, OR REMOVING OF ANY DIRECTOR OF THE ORGANIZATION INCLUDING THE FILLING OF ANY VACANCY OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE SUBJECT TO APPROVAL BY THE TWO DESIGNATED DIRECTORS INCLUDING: -CHANGING THE NATURE OR SCOPE OF THE MISSION. -CHANGING, SELLING OR LICENSING THE NAME OF THE CORPORATION. -APPROVING OR PERMITTING THE USE OF OTHER EXPLOITATION OF THE NAME OF THE CORPORATION BY ANY PARTY, OTHER THAN THE DESIGNATOR, ANY AFFILIATE OR AFFILIATED ENTITY OF THE DESIGNATOR AND, SOLELY IN CONNECTION WITH THE CORPORATION'S ACTIVITIES IN FURTHERANCE OF THE MISSION. -APPOINTING, ELECTING OR REMOVING ANY DIRECTOR OF THE CORPORATION AND FILLING OF ANY VACANCY OF THE BOARD. -INCREASING OR DECREASING THE NUMBER OF DIRECTOR SEATS ON THE BOARD. -APPOINTING, ELECTING OR REMOVING THE CHAIRPERSON -ACCEPTING CONTRIBUTIONS FROM ANY PARTY OTHER THAN FROM THE DESIGNATOR, ANY AFFILIATE OR AFFILIATED ENTITY OF THE DESIGNATOR, OR ANY DONOR ADVISED FUND IN WHICH THE DESIGNATION OR AFFILIATE HAVE ADVISORY PRIVILEGES. OTHER PARTY FUNDING CAN BE ACCEPTED IF THE DESIGNATOR FUNDING SOURCE HAS A MATERIAL BREACH AND ADDITIONAL FUNDING IS NEEDED. -APPROVAL OR EFFECTING OF A MATERIAL SALE OF ASSETS OR MERGER OF THE ORGANIZATION OR CONVERSION INTO ANOTHER FORM OF ENTITY. -APPROVAL OF ACTION CAUSING CHANGE FROM EXEMPT STATUS UNDER 501(A) OF THE CODE. -APPROVAL FOR COMMENCING BANKRUPTCY, INSOLVENCY OR RELIEF OF DEBTORS. -APPROVAL, PERMITTING OR EFFECTING ANY TRANSACTION TO LIQUIDATE, WIND UP OR DISSOLVE THE CORPORATION. -APPROVAL FOR CHANGE TO ORGANIZATION DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR TAX CONSULTANTS. THE DRAFT IS REVIEWED BY THE CFO OF THE ORGANIZATION. THE FORM 990 IS THEN MADE AVAILABLE TO THE BOARD PRIOR TO THE 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON MUST DISCLOSE IN WRITING TO THE CHIEF CONFLICTS OFFICER EACH OF HIS OR HER CONFLICTS OF INTEREST, INCLUDING FINANCIAL INTERESTS, WHEN THEY JOIN THE COMPANY. TO ENSURE THAT POTENTIAL CONFLICTS OF INTEREST AND CONFLICTS OF COMMITMENT ARE DISCLOSED, EACH COVERED PERSON IS REQUIRED TO UPDATE THEIR DISCLOSURE 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 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. CZ BIOHUB SF LLC 499 ILLINOIS ST SAN FRANCISCO CA 94158 882010111 MEDICAL RESEARCH CA 0 0 CHAN ZUCKERBERG BIOHUB INC CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 1 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 20043 820962378 EDUCATION DE 501(C)(3) 7 N/A 1 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) 7 N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) 2 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 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) 2 N/A 1 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION C 5000000 CASH 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.