SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
right arrowComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
right arrowAttach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
FWDUS EDUCATION FUND INC
 
Employer identification number

82-0962378
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)FWDUS INC
PO BOX 34506

WASHINGTON,DC20043
46-2223015 		ADVOCATE FOR IMMIGRATION AND CRIMINAL JUSTICE REFORM DE 501(C)(4)   CZI LLC
 
Yes
 
(2)CHAN ZUCKERBERG INITIATIVE FOUNDATION
314 LYTTON AVE

PALO ALTO,CA94301
45-5002209 		GRANTMAKING CA 501(C)(3) PF CZI LLC
 
Yes
 
(3)CHAN ZUCKERBERG INITIATIVE ADVOCACY
314 LYTTON AVE

PALO ALTO,CA94301
81-3742328 		SOCIAL WELFARE CA 501(C)(4)   CZI LLC
 
Yes
 
(4)CHAN ZUCKERBERG BIOHUB
499 ILLINOIS ST

SAN FRANCISCO,CA94158
81-1669175 		MEDICAL RESEARCH CA 501(C)(3) LINE 4 CZI LLC
 
Yes
 
(5)GRADIENT LEARNING
340 S LEMON AVE 6119

WALNUT,CA91789
35-2645251 		EDUCATION CA 501(C)(3) LINE 7 CZI LLC
 
Yes
 
(6)THE PRIMARY SCHOOL LAB
2086 CLARKE AVE

EAST PALO ALTO,CA94303
36-4858582 		SOCIAL WELFARE CA 501(C)(4)   CZI LLC
 
Yes
 
(7)THE PRIMARY SCHOOL - EAST PALO ALTO
2086 CLARKE AVE

EAST PALO ALTO,CA94303
47-3334579 		EDUCATION CA 501(C)(3) LINE 2 CZI LLC
 
Yes
 
(8)THE PRIMARY SCHOOL
2086 CLARKE AVE

EAST PALO ALTO,CA94303
37-1975407 		EDUCATION CA 501(C)(3) LINE 2 CZI LLC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2022
Page 2
Schedule R (Form 990) 2022
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) META PLATFORMS INC

1601 WILLOW RD
MENLO PARK,CA94025
20-1665019 		SOCIAL MEDIA DE  
C       Yes  












Schedule R (Form 990) 2022
Page 3
Schedule R (Form 990) 2022
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) FWDUS

 N 5,142,492 COST
(2) FWDUS

 O 3,093,193 COST
(3) FWDUS

 P 5,615,171 COST
(4) META PLATFORMS INC

 M 10,706 STANDARD PRICING
(5) FWDUS

 E 3,877,923 COST

Schedule R (Form 990) 2022
Page 4
Schedule R (Form 990) 2022
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2022
Page 5
Schedule R (Form 990) 2022
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
PART II THE TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R, SECTION II ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR COMMON RELATIONSHIP WITH A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC'S ("CZI LLC") MEMBER. OTHER THAN ITS RELATIONSHIP WITH FWD.US, OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED.
PART IV META PLATFORMS INC IS REPORTED AS A "RELATED ORGANIZATION" FOR IRS FORM 990 REPORTING PURPOSES THROUGH ITS COMMON RELATIONSHIP WITH A MANAGER OF CZI LLC'S MEMBER. META AND THE FILING ORGANIZATION ARE OPERATIONALLY UNRELATED AND SEPARATELY GOVERNED. ONE OF THE MANAGERS OF CZI LLC'S MEMBER ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE ENTITIES REPORTED ON SCHEDULE R.
PART VII ONE OF THE MANAGERS OF CHAN ZUCKERBERG INITIATIVE, LLC ("CZI") ALSO HAS A CONTROLLING INTEREST IN SEVERAL PASSIVE INVESTMENT VEHICLES. THESE INVESTMENT VEHICLES, THE TAX-EXEMPT ENTITIES DISCLOSED UNDER PART II ABOVE, AND META PLATFORMS INC AS DISCLOSED UNDER PART IV ABOVE, MAY TECHNICALLY BE CONSIDERED "RELATED ORGANIZATIONS" OF FWD.US EDUCATION FUND FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S MANAGERS, GIVEN CZI'S RELATIONSHIP WITH FWD.US EDUCATION FUND. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL FWD.US EDUCATION FUND.
Schedule R (Form 990) 2022

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