efile Public Visual Render
ObjectId: 202033219349107278 - Submission: 2020-11-16
TIN: 45-5002209
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
Chan Zuckerberg Initiative Foundation
% APERCEN PARTNERS LLC
Number and street (or P.O. box number if mail is not delivered to street address)
314 LYTTON AVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALO ALTO
,
CA
94301
A Employer identification number
45-5002209
B
Telephone number (see instructions)
(650) 804-7100
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
5,513,014,582
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
55,000,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
67,482,159
68,113,411
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
5,862,371
b
Gross sales price for all assets on line 6a
1,375,777,818
7
Capital gain net income (from Part IV, line 2)
...
1,373,289,492
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
2,523,000
3,373,175
12
Total.
Add lines 1 through 11
........
130,867,530
1,444,776,078
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
434,996
183,401
0
227,390
b
Accounting fees (attach schedule)
.......
237,848
143,602
0
113,913
c
Other professional fees (attach schedule)
....
15,000
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
0
15,497
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
310
3,172,990
310
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
673,154
3,530,490
0
341,613
25
Contributions, gifts, grants paid
.......
201,377,124
167,507,618
26
Total expenses and disbursements.
Add lines 24 and 25
202,050,278
3,530,490
0
167,849,231
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-71,182,748
b
Net investment income
(if negative, enter -0-)
1,441,245,588
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Page 2
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
79,576
2
Savings and temporary cash investments
.........
2,887,836,100
2,483,435,216
2,483,435,216
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,744,409,124
1,207,724,866
1,207,724,866
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
12,747,720
1,806,767,429
1,806,767,429
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
5,818,000
15,087,071
15,087,071
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
4,650,890,520
5,513,014,582
5,513,014,582
17
Accounts payable and accrued expenses
..........
253,364
308,587
18
Grants payable
.................
80,344,778
114,214,284
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
34,895,000
22,054,000
23
Total liabilities
(add lines 17 through 22)
.........
115,493,142
136,576,871
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
4,535,397,378
5,376,437,711
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
4,535,397,378
5,376,437,711
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,650,890,520
5,513,014,582
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
4,535,397,378
2
Enter amount from Part I, line 27a
.....................
2
-71,182,748
3
Other increases not included in line 2 (itemize)
3
912,223,081
4
Add lines 1, 2, and 3
..........................
4
5,376,437,711
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
5,376,437,711
Form
990-PF
(2019)
Page 3
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
INVESTMENT IN LLC
c
ALTERNATIVE INVESTMENTS
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,369,605,078
798
1,369,604,280
b
5,180,343
5,180,343
c
4,614,546
929,334
3,685,212
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,369,604,280
b
c
3,685,212
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,373,289,492
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
93,330,204
4,274,070,871
0.021836
2017
53,173,197
1,576,655,566
0.033725
2016
14,470,877
540,049,372
0.026795
2015
810
98,805
0.008198
2014
10
12,515
0.000799
2
Total
of line 1, column (d)
.....................
2
0.091353
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.018271
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
5,430,584,516
5
Multiply line 4 by line 3
......................
5
99,222,210
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
14,412,456
7
Add lines 5 and 6
........................
7
113,634,666
8
Enter qualifying distributions from Part XII, line 4
,.............
8
178,748,439
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Page 4
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
14,412,456
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
14,412,456
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
14,412,456
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
10,326,762
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
6,000,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
16,326,762
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,914,306
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,914,306
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Page 5
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
APERCEN PARTNERS LLC
Telephone no.
(650) 804-7100
Located at
314 LYTTON AVE
PALO ALTO
CA
ZIP+4
94301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
No
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Page 6
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
MARK ZUCKERBERG
TRUSTEE
1.0
0
0
0
314 LYTTON AVE
PALO ALTO
,
CA
94301
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Page 7
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
MUNGER TOLLES & OLSON LLP
LEGAL
303,164
350 SOUTH GRAND AVE 50TH FLOOR
LOS ANGELES
,
CA
90071
APERCEN PARTNERS LLC
ACCTING & CONSULTING
175,260
314 LYTTON AVE
PALO ALTO
,
CA
94301
MOSS ADAMS LLP
AUDIT & TAX
52,566
999 THIRD AVE SUITE 2800
SEATTLE
,
WA
98104
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
INVESTMENT FOR THE PURPOSE OF MAKING HOME OWNERSHIP MORE AFFORDABLE FOR ESSENTIAL PROFESSIONALS THROUGH DOWN PAYMENT ASSISTANCE
10,899,208
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
10,899,208
Form
990-PF
(2019)
Page 8
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
1,623,408,663
b
Average of monthly cash balances
.......................
1b
2,980,541,397
c
Fair market value of all other assets (see instructions)
................
1c
909,333,713
d
Total
(add lines 1a, b, and c)
.........................
1d
5,513,283,773
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
5,513,283,773
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
82,699,257
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
5,430,584,516
6
Minimum investment return.
Enter 5% of line 5
..................
6
271,529,226
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
271,529,226
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
14,412,456
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
14,412,456
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
257,116,770
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
257,116,770
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
257,116,770
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
167,849,231
b
Program-related investments—total from Part IX-B
..................
1b
10,899,208
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
178,748,439
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
14,412,456
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
164,335,983
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Page 9
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
257,116,770
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
96,097,067
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
178,748,439
a
Applied to 2018, but not more than line 2a
96,097,067
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
82,651,372
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
174,465,398
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
0
Form
990-PF
(2019)
Page 10
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
MARK ZUCKERBERG
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Page 11
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
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
PO Box 653
Beer Sheva
8410501
IS
PC
Seed Network Grant
218,225
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
Genome Campus Hinxton
Cambridge
CB10 1SA
UK
PC
Seed Network Grant
787,211
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
Schlees Vag 2
Stockholm
171 77
SW
PC
Seed Network Grant
275,000
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
Total
.................................
3a
167,507,618
b
Approved for future payment
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
PO Box 653
Beer Sheva
8410501
IS
PC
Seed Network Grant
181,760
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
John Radcliffe Hospital Level 3
Oxford
OX3 9DU
UK
PC
Seed Network Grant
1,699,471
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
60 Biopolis St Genome 02-01
Singapore
138672
SN
PC
Seed Network Grant
399,740
Genome Research Limited
Genome Campus Hinxton
Cambridge
CB10 1SA
UK
PC
Seed Network Grant
1,337,325
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
Schlees Vag 2
Stockholm
171 77
SW
PC
Seed Network Grant
125,000
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
Brinellvagen 8
Stockholm
114 28
SW
PC
Seed Network Grant
500,000
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
234 Herzl St
Rehovot
76100
IS
PC
Seed Network Grant
1,000,000
Total
.................................
3b
70,266,682
Form
990-PF
(2019)
Page 12
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
67,482,159
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
5,862,371
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
EXCISE TAX BENEFIT
01
2,523,000
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
75,867,530
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
75,867,530
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Page 13
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
PRIMARY SCHOOL LAB
501(C)(4)
COMMON CONTROL
FWDUS INC
501(C)(4)
COMMON CONTROL
CZI ADVOCACY
501(C)(4)
COMMON CONTROL
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2020-11-16
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
LAURA A COLLINS
Preparer's Signature
Date
2020-11-12
Check if self-
employed
PTIN
P00008888
Firm's name
KPMG LLP
Firm's EIN
Firm's address
550 SOUTH HOPE STREET
LOS ANGELES
,
CA
900712629
Phone no.
(213) 972-4000
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description