CHAN ZUCKERBERG INITIATIVE FOUNDATION: Form 990PF, tax year 2018
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- Organization
- CHAN ZUCKERBERG INITIATIVE FOUNDATION (EIN 45-5002209)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349102180
- Schema version
- 2018v3.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:49:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK STREET SUITE 500 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 6508047100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MANCA | PersonNm |
| Person Title | AUTHORIZED PERSON | PersonTitleTxt |
| Phone | 6508047100 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5416861040 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 10:00:02 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 04AC3BC5301D88D6367FF888E970AED671A35C09 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,650,890,520 | 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 | $2,205,120,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $123,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,897,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,899,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,103,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,020,236,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,020,235,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,302,244,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,064,258,313 | 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 | $209,071 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,087 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $150,191 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $75,096 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $89,467 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,187 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,091,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $406,697 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,508,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $543,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,680,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,239,207 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,189,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $543,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,330,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,124,055,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,063,715,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $749,215 | CashBOYAmt |
| Cash EOY | $79,576 | CashEOYAmt |
| Cash EOYFMV | $79,576 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $970,572,357 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,887,836,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,887,836,100 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,154,329,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,744,409,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,744,409,124 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $849,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,747,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,747,720 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,818,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,818,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,126,501,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,650,890,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,650,890,520 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,380 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $253,364 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,903,465 | GrantsPayableBOYAmt |
| Grants Payable EOY | $80,344,778 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $43,986,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,895,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $67,937,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,493,142 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,058,563,536 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,535,397,378 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,058,563,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,535,397,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,126,501,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,650,890,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,058,563,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,124,055,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,182,619,056 | SubtotalAmt |
| Other Decreases | $647,221,678 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,535,397,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,020,236,625 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,173 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,020,235,452 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,020,235,452 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,020,235,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,173,197 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,576,655,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033725 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,470,877 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $540,049,372 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026795 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $98,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,515 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000799 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095238 | DistributionYr5Rt |
| Total Distribution | 0.164755 | TotalDistributionRt |
| Average Distribution | 0.032951 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,274,070,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $140,834,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,637,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,472,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,330,204 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,274,305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,274,305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,274,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,101,067 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,601,067 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,326,762 | OverpaymentAmt |
| Applied To ES Tax | $1,326,762 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | APERCEN PARTNERS LLC | IndividualWithBooksNm |
| Phone | 6508047100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVENUE SUITE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| 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 | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| APERCEN PARTNERS LLC | |||||
| 314 LYTTON AVENUE SUITE 200 | PALO ALTO | CA | 94301 | ACCOUNTING & CONSULTING | $109,195 |
| MOSS ADAMS LLP | |||||
| 999 THIRD AVENUE SUITE 2800 | SEATTLE | WA | 98104 | AUDIT & TAX | $69,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MADE AN INVESTMENT IN THE FORM OF LOANS FOR THE PURPOSE OF MAKING HOME OWNERSHIP MORE AFFORDABLE FOR ESSENTIAL PROFESSIONALS, INCLUDING EDUCATORS, THROUGH DOWN PAYMENT ASSISTANCE PROGRAMS. | Description1Txt |
| Expenses1 | $5,000,000 | Expenses1Amt |
| Total | $5,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,939,894,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,146,365,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $252,898,472 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,339,158,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,339,158,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,087,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,274,070,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,703,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,703,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,274,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,274,305 | TotalTaxAmt |
| Distributable Before Adj | $172,429,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,429,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,429,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,330,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $5,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,330,204 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,330,204 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,429,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,998,032 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,330,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,998,032 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,332,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $96,097,067 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK ZUCKERBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 2REVOLUTIONS LLC | |||||||
| 77 BROADVIEW AVENUE | NEW ROCHELLE | NY | 10804 | NC | DEVELOP AND DISTRIBUTE FREE AND OPEN CONTENT RESOURCES TO EDUCATORS | $250,000 | |
| BENEFITS DATA TRUST | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | PC | TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS | $1,000,000 | |
| CASA DE MARYLAND INC | |||||||
| 8151 15TH AVENUE | HYATTSVILLE | MD | 20783 | PC | IMPROVE QUALITY OF LIFE FOR WORKING CLASS AND IMMIGRANT COMMUNITIES | $1,000,000 | |
| CHAN ZUCKERBERG BIOHUB INC | |||||||
| 499 ILLINOIS STREET | SAN FRANCISCO | CA | 94158 | PC | CONDUCT CUTTING EDGE MEDICAL RESEARCH | $19,425,000 | |
| CHIEFS FOR CHANGE | |||||||
| 1455 PENNSYLVANIA AVENUE SUITE | WASHINGTON | DC | 20004 | PC | BUILDING A DIVERSE COMMUNITY OF STATE AND LOCAL EDUCATION CHIEFS | $1,200,000 | 400-311 |
| GATES PHILANTHROPY PARTNERS | |||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | PC | CARDIOVASCULAR HEALTH AND INFRASTRUCTURE INITIATIVE | $15,050,000 | |
| HEALTH LEADS INC | |||||||
| 24 SCHOOL STREET 6TH FLOOR | BOSTON | MA | 02108 | PC | DEVELOP HEALTHCARE SYSTEMS THAT ADDRESS ALL PATIENTS' BASIC NEEDS AS STANDARD CARE | $1,000,000 | |
| NEW SCHOOLS FUND | |||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | PC | IMPROVE PUBLIC EDUCATION | $10,000,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVENUE 5TH FLOOR | CAMBRIDGE | MA | 02138 | PC | CREATION OF OPPORTUNITY INSIGHTS INSTITUTE | $5,000,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVENUE 5TH FLOOR | CAMBRIDGE | MA | 02138 | PC | GRADUATE SCHOOL OF EDUCATION PERSONALIZED LEARNING PROJECT | $7,000,000 | |
| SUMMIT PUBLIC SCHOOLS | |||||||
| 780 BROADWAY | REDWOOD CITY | CA | 94063 | PC | SUPPORT SUMMIT LEARNING PROGRAM | $23,802,779 | |
| THE PRIMARY SCHOOL - EAST PALO ALTO | |||||||
| 951 OCONNOR STREET | EAST PALO ALTO | CA | 94303 | PC | INTEGRATED HEALTH AND EDUCATION SCHOOL MODEL | $511,428 | |
| TLP EDUCATION | |||||||
| 818 WEST 7TH STREET SUITE 930 | LOS ANGELES | CA | 90017 | NC | DEVELOP AND DISTRIBUTE EDUCATIONAL PROGRAMS | $2,000,000 | |
| URBAN YOUTH ALLIANCE INTERNATIONAL INC | |||||||
| 432 EAST 149TH STREET | BRONX | NY | 10455 | PC | PROVIDE QUALITY OF LIFE, GUIDANCE, EDUCATIONAL, PREVENTION AND SUPPORT SERVICES IN NEW YORK | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,239,207 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GATES PHILANTHROPY PARTNERS | ||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | PC | CARDIOVASCULAR HEALTH AND INFRASTRUCTURE INITIATIVE | $45,000,000 |
| NEW SCHOOLS FUND | ||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | PC | IMPROVE PUBLIC EDUCATION | $10,000,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| 1033 MASSACHUSETTS AVENUE 5TH FLOOR | CAMBRIDGE | MA | 02138 | PC | CREATION OF OPPORTUNITY INSIGHTS INSTITUTE | $10,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $65,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,614 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,897,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,103,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,124,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,124,584 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CZI HOLDINGS LLC (MARK ZUCKERBERG) | BusinessNameLine1Txt |
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 | $2,205,120,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,205,120,000 | FairMarketValueAmt |
| Received | 2018-05-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $150,191 | Amt |
| Net Investment Income | $75,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $89,467 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| 2REVOLUTIONS LLC | ||||||||||
| 77 BROADVIEW AVENUE | NEW ROCHELLE | NY | 10804 | 2017-09-08 | $1,500,000 | IN PARTNERSHIP WITH A NATIONAL NETWORK OF EDUCATION ORGANIZATIONS, DEVELOP AND DISTRIBUTE FREE AND OPEN CONTENT RESOURCES AND TOOLS TO PREPARE EDUCATORS TO TEACH AND LEAD EFFECTIVELY IN A PERSONALIZED LEARNING ENVIRONMENT. | $1,185,008 | NO | 3/28/18 2/04/19 07/16/19 | N/A |
| TLP EDUCATION | ||||||||||
| 818 WEST 7TH STREET SUITE 930 | LOS ANGELES | CA | 90017 | 2018-11-30 | $2,000,000 | SUPPORT GRANTEE'S FORMATION PERIOD; TLP EDUCATION'S MISSION IS TO DISTRIBUTE TO PARTICIPATING SCHOOLS AN EDUCATIONAL PROGRAM THAT INCLUDES CURRICULUM, PROFESSIONAL DEVELOPMENT FOR EDUCATORS, ONGOING SUPPORT FOR SCHOOLS, ACCESS TO A NATIONWIDE COMMUNITY OF EDUCATORS, AND AN ONLINE TOOL THAT WILL SUPPORT THE EXPERIENCE. | $2,000,000 | NO | 9/30/19 | N/A |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FACEBOOK INC CLASS A | $1,494,210,488 | $1,494,210,488 |
| FACEBOOK INC CLASS B | $250,198,636 | $250,198,636 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY | FMV | $8,803,891 | $8,803,891 |
| OTHER INVESTMENTS | FMV | $3,943,829 | $3,943,829 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $209,071 | LegalFeesAmt |
| Net Investment Income | $10,087 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS | $0 | $5,000,000 | $5,000,000 |
| PREPAID EXCISE TAX | $0 | $818,000 | $818,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $647,221,678 | Amt |
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 | $7,095 | $6,785 | $310 |
| PASSTHROUGH INVESTMENT EXPENSES | $0 | $373,337 | $0 |
| 481A ADJUSTMENT | $0 | $26,575 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $899,000 | $0 |
| DEFERRED TAX LIABILITY | $43,087,000 | $34,895,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $51,187 | Amt |
| Net Investment Income | $51,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $33,091,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |