CHAN ZUCKERBERG INITIATIVE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHAN ZUCKERBERG INITIATIVE FOUNDATION (EIN 45-5002209)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349107278
- Schema version
- 2019v5.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T18:32:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455002209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chan Zuckerberg Initiative Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % APERCEN PARTNERS LLC | InCareOfNm |
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 6508047100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MANCA | PersonNm |
| Person Title | AUTHORIZED PERSON | PersonTitleTxt |
| Phone | 6508047100 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA A COLLINS | PreparerPersonNm |
| PTIN | P00008888 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.206.0.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56038220203215000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D7B52A41C2226A5E4849843C7D809138903E6FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DEC0CD6396BCAE59034D9E2C4B98C36F1EECE210 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,513,014,582 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $67,482,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,113,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,862,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,375,777,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,373,289,492 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,523,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,373,175 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $130,867,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,444,776,078 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $434,996 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $183,401 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $227,390 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $237,848 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $143,602 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $113,913 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Net Invst Incm | $15,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,497 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,172,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $673,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,530,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $341,613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,377,124 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,507,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,050,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,530,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,849,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,182,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,441,245,588 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,576 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,887,836,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,483,435,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,483,435,216 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,744,409,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,207,724,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,207,724,866 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,747,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,806,767,429 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,806,767,429 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,818,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,087,071 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,087,071 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,650,890,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,513,014,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,513,014,582 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $253,364 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $308,587 | AccountsPayableEOYAmt |
| Grants Payable BOY | $80,344,778 | GrantsPayableBOYAmt |
| Grants Payable EOY | $114,214,284 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $34,895,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,054,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $115,493,142 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,576,871 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,535,397,378 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,376,437,711 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,535,397,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,376,437,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,650,890,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,513,014,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,535,397,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,182,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $912,223,081 | OtherIncreasesAmt |
| Subtotal | $5,376,437,711 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,376,437,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,369,605,078 | $798 | $1,369,604,280 | $1,369,604,280 |
| INVESTMENT IN LLC | $5,180,343 | $5,180,343 | ||
| ALTERNATIVE INVESTMENTS | $4,614,546 | $929,334 | $3,685,212 | $3,685,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,373,289,492 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,330,204 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,274,070,871 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021836 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,173,197 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,576,655,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,470,877 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $540,049,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026795 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $810 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $98,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.008198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,515 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000799 | DistributionYr5Rt |
| Total Distribution | 0.091353 | TotalDistributionRt |
| Average Distribution | 0.018271 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,430,584,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,222,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,412,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,634,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,748,439 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,412,456 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,412,456 | SubtotalAmt |
| Tax Based On Investment Income | $14,412,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,326,762 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,326,762 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,914,306 | OverpaymentAmt |
| Applied To ES Tax | $1,914,306 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APERCEN PARTNERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508047100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK ZUCKERBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MUNGER TOLLES & OLSON LLP | |||||
| 350 SOUTH GRAND AVE 50TH FLOOR | LOS ANGELES | CA | 90071 | LEGAL | $303,164 |
| APERCEN PARTNERS LLC | |||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | ACCTING & CONSULTING | $175,260 |
| MOSS ADAMS LLP | |||||
| 999 THIRD AVE SUITE 2800 | SEATTLE | WA | 98104 | AUDIT & TAX | $52,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVESTMENT FOR THE PURPOSE OF MAKING HOME OWNERSHIP MORE AFFORDABLE FOR ESSENTIAL PROFESSIONALS THROUGH DOWN PAYMENT ASSISTANCE | Description1Txt |
| Expenses1 | $10,899,208 | Expenses1Amt |
| Total | $10,899,208 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,623,408,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,980,541,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $909,333,713 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,513,283,773 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,513,283,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,699,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,430,584,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,529,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,529,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,412,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,412,456 | TotalTaxAmt |
| Distributable Before Adj | $257,116,770 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,116,770 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,116,770 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,849,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $10,899,208 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $178,748,439 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,412,456 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,335,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,116,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,097,067 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $178,748,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,097,067 | AppliedToYear1Amt |
| Applied To Current Year | $82,651,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $174,465,398 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK ZUCKERBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 2Revolutions LLC | ||||||||||
| 77 Broadview Ave | New Rochelle | NY | 10804 | NC | Free content for educators | $500,000 | ||||
| Battelle for Kids | ||||||||||
| 4525 Trueman Blvd | Hilliard | OH | 43026 | PC | Student assessment research | $570,000 | ||||
| Baylor College of Medicine | ||||||||||
| One Baylor Plaza | Houston | TX | 77030 | PC | Seed Network Grant | $666,431 | ||||
| Ben-Gurion University of the Negev | ||||||||||
| PC | Seed Network Grant | $218,225 | PO Box 653 | Beer Sheva | IS | 8410501 | ||||
| Boston Debate League | ||||||||||
| 1542 Tremont St | Boston | MA | 02120 | PC | Debate-Inspired Classrooms | $360,000 | ||||
| Broad Institute Inc | ||||||||||
| 415 Main St | Cambridge | MA | 02142 | PC | Seed Network Grant | $694,155 | ||||
| Broad Institute Inc | ||||||||||
| 415 Main St | Cambridge | MA | 02142 | PC | Seed Network Grant | $1,227,286 | ||||
| Center for Collaborative Education Inc | ||||||||||
| 33 Harrison Ave 6th Floor | Boston | MA | 02111 | PC | Holistic School Quality Measures | $1,200,000 | ||||
| Chan Zuckerberg Biohub Inc | ||||||||||
| 499 Illinois St | San Francisco | CA | 94158 | PC | Medical research | $54,425,000 | ||||
| Code for America Labs Inc | ||||||||||
| 155 9th St | San Francisco | CA | 94103 | PC | Clean Slate policies | $800,000 | ||||
| Community Foundation Sonoma County | ||||||||||
| 120 Stony Point Rd 220 | Santa Rosa | CA | 95401 | PC | Sonoma Kincaid Fires | $100,000 | ||||
| Duke University | ||||||||||
| Box 90581 | Durham | NC | 27708 | PC | Seed Network Grant | $262,830 | ||||
| Fred Hutchinson Cancer Research Center | ||||||||||
| PO Box 19024 J5-200 | Seattle | WA | 98109 | PC | Seed Network Grant | $323,498 | ||||
| Fwdus Education Fund Inc | ||||||||||
| 1776 Massachusetts Ave NW Suite 60 | Washington | DC | 20036 | PC | General operating support | $3,537,563 | ||||
| Genome Research Limited | ||||||||||
| PC | Seed Network Grant | $787,211 | Genome Campus Hinxton | Cambridge | UK | CB10 1SA | ||||
| Greater Kanawha Valley Foundation | ||||||||||
| PO Box 3041 | Charleston | WV | 25301 | PC | Criminal Justice Reform | $1,100,000 | ||||
| Illustrative Mathematics | ||||||||||
| PO Box 69822 | Oro Valley | AZ | 85737 | PC | Math Curriculum Materials | $1,500,000 | ||||
| Indiana University | ||||||||||
| 400 E 7th St Room 501 | Bloomington | IN | 47405 | GOV | Seed Network Grant | $242,586 | ||||
| Joslin Diabetes Center Inc | ||||||||||
| One Joslin Place | Boston | MA | 02215 | PC | Seed Network Grant | $463,093 | ||||
| Karolinska Institutet | ||||||||||
| PC | Seed Network Grant | $275,000 | Schlees Vag 2 | Stockholm | SW | 171 77 | ||||
| New Schools Fund | ||||||||||
| 1616 Franklin St 2nd Floor | Oakland | CA | 94612 | PC | Improve public education | $10,000,000 | ||||
| New Schools Fund | ||||||||||
| 1616 Franklin St 2nd Floor | Oakland | CA | 94612 | PC | Math Executive Function Project | $6,000,000 | ||||
| New York Genome Center Inc | ||||||||||
| 101 Avenue of the Americas | New York | NY | 10013 | PC | Seed Network Grant | $494,645 | ||||
| North Bay Organizing Project | ||||||||||
| PO Box 503 | Graton | CA | 95444 | PC | Sonoma Kincaid Fires | $100,000 | ||||
| Northeastern University | ||||||||||
| 360 Huntington Ave | Boston | MA | 02115 | PC | Seed Network Grant | $141,422 | ||||
| Northwestern University | ||||||||||
| 633 Clark St | Evanston | IL | 60208 | PC | Seed Network Grant | $1,955,787 | ||||
| President amd Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $666,080 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | School of Ed Personalized Learning Project | $6,000,000 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $1,323,211 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $652,005 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $713,680 | ||||
| Regents of the University of California Berkeley | ||||||||||
| 2195 Hearst Ave Room 120 MC 1104 | Berkeley | CA | 94704 | GOV | Seed Network Grant | $1,101,262 | ||||
| Regents of the University of California San Diego | ||||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | GOV | Seed Network Grant | $132,130 | ||||
| Regents of the University of California San Diego | ||||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | GOV | Seed Network Grant | $661,529 | ||||
| Regents of the University of Michigan | ||||||||||
| 500 South State St | Ann Arbor | MI | 48109 | GOV | Seed Network Grant | $378,543 | ||||
| Regents of the University of Michigan | ||||||||||
| 500 South State St | Ann Arbor | MI | 48109 | GOV | Seed Network Grant | $800,219 | ||||
| Roswell Park Alliance Foundation | ||||||||||
| Elm Carlton St | Buffalo | NY | 14240 | PC | Seed Network Grant | $680,703 | ||||
| San Francisco State University | ||||||||||
| 1600 Holloway Ave | San Francisco | CA | 94132 | GOV | Youth Wellness Indes | $500,000 | ||||
| Summit Public Schools | ||||||||||
| 780 Broadway | Redwood City | CA | 94063 | PC | General operating support | $5,000,000 | ||||
| The Board of Trustees of Stanford University | ||||||||||
| 3160 Porter Dr Suite 100 | Palo Alto | CA | 94304 | PC | Seed Network Grant | $346,413 | ||||
| The General Hospital Corporation | ||||||||||
| 55 Fruit St | Boston | MA | 02114 | PC | Seed Network Grant | $275,000 | ||||
| The General Hospital Corporation | ||||||||||
| 55 Fruit St | Boston | MA | 02114 | PC | Seed Network Grant | $1,357,216 | ||||
| The Primary School - East Palo Alto | ||||||||||
| 951 OConnor St | East Palo Alto | CA | 94303 | PC | Integrated Health and Ed School Model | $15,599,562 | ||||
| The Trustees of the University of Pennsylvania | ||||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | PC | Seed Network Grant | $924,895 | ||||
| TLP Education | ||||||||||
| 818 West 7th St Suite 930 | Los Angeles | CA | 90017 | PC | DEVELOP & IMPLEMENT SUMMIT LEARNING PROGRAM | $38,000,000 | ||||
| Trustees of Columbia University in the City of NY | ||||||||||
| 622 West 113th St | New York | NY | 10032 | PC | Seed Network Grant | $500,000 | ||||
| University of California San Francisco | ||||||||||
| 220 Montgomery St Floor 5 | San Francisco | CA | 94145 | GOV | Seed Network Grant | $773,935 | ||||
| University of Chicago | ||||||||||
| 5235 South Harper Ct | Chicago | IL | 60615 | PC | Seed Network Grant | $452,042 | ||||
| University of Texas Foundation | ||||||||||
| PO Box 250 | Austin | TX | 78767 | PC | Seed Network Grant | $1,324,461 | ||||
| University of Washington | ||||||||||
| 4333 Brooklyn Ave NE Box 359505 | Seattle | WA | 98195 | GOV | Seed Network Grant | $833,334 | ||||
| Washington University | ||||||||||
| Campus Box 1082 One Brookings Dr | St Louis | MO | 63130 | PC | Seed Network Grant | $566,666 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,507,618 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Battelle for Kids | ||||||||||
| 4525 Trueman Blvd | Hilliard | OH | 43026 | PC | Student Assessment Research | $80,000 | ||||
| Baylor College of Medicine | ||||||||||
| One Baylor Plaza | Houston | TX | 77030 | PC | Seed Network Grant | $1,332,862 | ||||
| Ben-Gurion University of the Negev | ||||||||||
| PC | Seed Network Grant | $181,760 | PO Box 653 | Beer Sheva | IS | 8410501 | ||||
| Black Teacher Collaborative Incorporated | ||||||||||
| 2170 Boulevard Granada SW | Atlanta | GA | 30311 | PC | Black Teacher Fellowship | $650,000 | ||||
| Boston Debate League | ||||||||||
| 1542 Tremont St | Boston | MA | 02120 | PC | Inspired Classrooms | $65,000 | ||||
| Broad Institute Inc | ||||||||||
| 415 Main St | Cambridge | MA | 02142 | PC | Seed Network Grant | $1,772,714 | ||||
| Broad Institute Inc | ||||||||||
| 415 Main St | Cambridge | MA | 02142 | PC | Seed Network Grant | $1,303,750 | ||||
| Center for Collaborative Education Inc | ||||||||||
| 33 Harrison Ave 6th Floor | Boston | MA | 02111 | PC | Holisitic School Quality | $2,000,000 | ||||
| Chancellor Masters & Scholars of Univ of Oxford | ||||||||||
| PC | Seed Network Grant | $1,699,471 | John Radcliffe Hospital Level 3 | Oxford | UK | OX3 9DU | ||||
| Duke University | ||||||||||
| Box 90581 | Durham | NC | 27708 | PC | Seed Network Grant | $137,170 | ||||
| Fred Hutchinson Cancer Research Center | ||||||||||
| PO Box 19024 J5-200 | Seattle | WA | 98109 | PC | Seed Network Grant | $676,402 | ||||
| Fwdus Education Fund Inc | ||||||||||
| 1776 Massachusetts Ave NW Suite 60 | Washington | DC | 20036 | PC | General Operating Support | $2,660,250 | ||||
| Genome Institute of Singapore | ||||||||||
| PC | Seed Network Grant | $399,740 | 60 Biopolis St Genome 02-01 | Singapore | SN | 138672 | ||||
| Genome Research Limited | ||||||||||
| PC | Seed Network Grant | $1,337,325 | Genome Campus Hinxton | Cambridge | UK | CB10 1SA | ||||
| Indiana University | ||||||||||
| 400 E 7th St Room 501 | Bloomington | IN | 47405 | GOV | Seed Network Grant | $507,090 | ||||
| Joslin Diabetes Center Inc | ||||||||||
| One Joslin Place | Boston | MA | 02215 | PC | Seed Network Grant | $1,036,742 | ||||
| Karolinska Institutet | ||||||||||
| PC | Seed Network Grant | $125,000 | Schlees Vag 2 | Stockholm | SW | 171 77 | ||||
| Locus Impact Investing | ||||||||||
| 7814 Carousel Lane | Richmond | VA | 23294 | PC | Community Inv Gty Pool | $69,000 | ||||
| Native American Community Academy Foundation | ||||||||||
| 1000 Indian School Rd NW | Albuquerque | NM | 87104 | PC | Land-based Learning | $650,000 | ||||
| New Schools Fund | ||||||||||
| 1616 Franklin St 2nd Floor | Oakland | CA | 94612 | PC | Math Executive Function Project | $19,000,000 | ||||
| New York Genome Center Inc | ||||||||||
| 101 Avenue of the Americas | New York | NY | 10013 | PC | Seed Network Grant | $1,004,827 | ||||
| Northeastern University | ||||||||||
| 360 Huntington Ave | Boston | MA | 02115 | PC | Seed Network Grant | $258,253 | ||||
| Northwestern University | ||||||||||
| 633 Clark St | Evanston | IL | 60208 | PC | Seed Network Grant | $2,044,213 | ||||
| President amd Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $1,332,160 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $2,662,682 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $1,347,995 | ||||
| President and Fellows of Harvard College | ||||||||||
| 1033 Massachusetts Ave Suite 3 | Cambridge | MA | 02138 | PC | Seed Network Grant | $1,036,320 | ||||
| Redwood Empire Food Bank | ||||||||||
| 3900 Brickway Blvd | Santa Rosa | CA | 95403 | PC | General Operating Support | $50,000 | ||||
| Regents of the University of California Berkeley | ||||||||||
| 2195 Hearst Ave Room 120 MC 1104 | Berkeley | CA | 94704 | GOV | Seed Network Grant | $2,255,067 | ||||
| Regents of the University of California San Diego | ||||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | GOV | Seed Network Grant | $267,870 | ||||
| Regents of the University of California San Diego | ||||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | GOV | Seed Network Grant | $1,338,439 | ||||
| Regents of the University of Michigan | ||||||||||
| 500 South State St | Ann Arbor | MI | 48109 | GOV | Seed Network Grant | $821,457 | ||||
| Regents of the University of Michigan | ||||||||||
| 500 South State St | Ann Arbor | MI | 48109 | GOV | Seed Network Grant | $1,699,780 | ||||
| Roswell Park Alliance Foundation | ||||||||||
| Elm Carlton St | Buffalo | NY | 14240 | PC | Seed Network Grant | $1,319,297 | ||||
| Royal Institute of Technology | ||||||||||
| PC | Seed Network Grant | $500,000 | Brinellvagen 8 | Stockholm | SW | 114 28 | ||||
| San Francisco State University | ||||||||||
| 1600 Holloway Ave | San Francisco | CA | 94132 | GOV | Community Responsive Education | $1,000,000 | ||||
| The Board of Trustees of Stanford University | ||||||||||
| 3160 Porter Dr Suite 100 | Palo Alto | CA | 94304 | PC | Seed Network Grant | $653,163 | ||||
| The General Hospital Corporation | ||||||||||
| 55 Fruit St | Boston | MA | 02114 | PC | Seed Network Grant | $2,688,936 | ||||
| The General Hospital Corporation | ||||||||||
| 55 Fruit St | Boston | MA | 02114 | PC | Seed Network Grant | $275,000 | ||||
| The Trustees of the University of Pennsylvania | ||||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | PC | Seed Network Grant | $1,475,105 | ||||
| Trustees of Columbia University in the City of NY | ||||||||||
| 622 West 113th St | New York | NY | 10032 | PC | Seed Network Grant | $1,000,000 | ||||
| University of California San Francisco | ||||||||||
| 220 Montgomery St Floor 5 | San Francisco | CA | 94145 | GOV | Seed Network Grant | $2,029,447 | ||||
| University of Chicago | ||||||||||
| 5235 South Harper Ct | Chicago | IL | 60615 | PC | Seed Network Grant | $1,047,834 | ||||
| University of Texas Foundation | ||||||||||
| PO Box 250 | Austin | TX | 78767 | PC | Seed Network Grant | $2,674,561 | ||||
| University of Washington | ||||||||||
| 4333 Brooklyn Ave NE Box 359505 | Seattle | WA | 98195 | GOV | Seed Network Grant | $1,666,666 | ||||
| Washington University | ||||||||||
| Campus Box 1082 One Brookings Dr | St Louis | MO | 63130 | PC | Seed Network Grant | $1,133,334 | ||||
| Weizmann Institute of Science | ||||||||||
| PC | Seed Network Grant | $1,000,000 | 234 Herzl St | Rehovot | IS | 76100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $70,266,682 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,482,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,862,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX BENEFIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,523,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,867,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,867,530 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| PRIMARY SCHOOL LAB | |
| 501(C)(4) | COMMON CONTROL |
| FWDUS INC | |
| 501(C)(4) | COMMON CONTROL |
| CZI ADVOCACY | |
| 501(C)(4) | COMMON CONTROL |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHAN ZUCKERBERG INITIATIVE LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $237,848 | Amt |
| Net Investment Income | $143,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,913 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2Revolutions LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 Broadview Ave | AddressLine1Txt |
| City | New Rochelle | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-09-08 | GrantDt |
| Grant | $1,500,000 | GrantAmt |
| Purpose Of Grant | Develop and distribute free and open content resources to educators | PurposeOfGrantTxt |
| Expended By Grantee | $1,500,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 03/28/2018; 02/04/2018; 07/16/2019; 03/03/2020 | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990-PF, Part XVII, Line 2A | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XVII, LINE 2A | FormAndLineReferenceDesc |
| Medium Explanation | THE TRUSTEE OF THE FILING ENTITY IS ALSO A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC ("CZI"). ACCORDINGLY, THE FILING ENTITY TECHNICALLY MAY BE CONSIDERED A RELATED ORGANIZATION OF THE ENTITIES LISTED IN RESPONSE TO PART XVII, LINE 2, GIVEN CZI'S RELATIONSHIP WITH THESE ENTITIES. THE FILING ENTITY, AND THESE ENTITIES, DO NOT SHARE OR EXCHANGE ANY INFORMATION. THE FILING ENTITY'S TRUSTEE IS THE CHIEF EXECUTIVE OFFICER OF FACEBOOK. FACEBOOK ADMINISTERS A FEDERALLY-REGISTERED POLITICAL ACTION COMMITTEE. THERE IS NO RELATIONSHIP BETWEEN FACEBOOK'S PAC AND THE FILING ENTITY. FURTHERMORE, NO INFORMATION IS SHARED OR EXCHANGED BETWEEN THE FILING ENTITY AND FACEBOOK, OR FACEBOOK'S PAC. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FACEBOOK INC CLASS A | $815,984,306 | $815,984,306 |
| FACEBOOK INC CLASS B | $391,740,560 | $391,740,560 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EQUITY | FMV | $67,377,237 | $67,377,237 |
| INTERNATIONAL DEVELOPED EQUITY | FMV | $417,662,360 | $417,662,360 |
| EMERGING MARKETS | FMV | $462,218,565 | $462,218,565 |
| ABSOLUTE RETURN | FMV | $792,221,505 | $792,221,505 |
| PRIVATE EQUITY | FMV | $61,897,904 | $61,897,904 |
| OTHER INVESTMENTS | FMV | $5,389,858 | $5,389,858 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $434,996 | LegalFeesAmt |
| Net Investment Income | $183,401 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $227,390 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $5,000,000 | BOYBookValueAmt |
| EOY Book Value | $15,087,071 | EOYBookValueAmt |
| EOYFMV | $15,087,071 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $310 | $1,375 | $310 |
| ALTERNATIVE INVESTMENTS | $3,153,942 | ||
| OTHER INVESTMENT EXPENSE | $17,673 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| OTHER INVESTMENT INCOME | $305,545 | |
| ALTERNATIVE INVESTMENTS | $3,067,630 | |
| EXCISE TAX BENEFIT | $2,523,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $912,223,081 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $0 | $4,036,000 |
| DEFERRED TAX LIABLITY | $34,895,000 | $18,018,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $15,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |