2023-11-15T15:43:09-06:00 2022-12-31 135565207 KPMG LLP 401 UNION ST SUITE 2800 SEATTLE WA 98101 990 2022-01-01 357090597 FUND FOR POLICY REFORM FUND 3025716827 CO BRYN MAWR TRUST 501 CARR ROAD WILMINGTON DE 19809 ROBERT EADDY SVP - PRESIDENT 3025716827 2023-11-15 1 ROBERT EADDY 0 KATHRYN OKIMOTO P00746598 2069134000 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEONARD BENARDO C/O BRYN MAWR TRUST 501 CARR ROAD WILMINGTON DE 19809 0 0 X N/A X 2015 DE TO PROMOTE SOCIAL WELFARE, THE COMMON GOOD AND THE GENERAL WELFARE OF PEOPLE IN COMMUNITIES 4 4 0 10 0 0 0 0 0 0 424703140 0 0 0 424703140 0 375000000 332700000 0 0 21040 20640 0 0 0 1146417 32009271 376167457 364729911 48535683 -364729911 4022077007 3826141935 30002194 438757174 3992074813 3387384761 X TO PROMOTE SOCIAL WELFARE, THE COMMON GOOD AND THE GENERAL WELFARE OF PEOPLE IN COMMUNITIES AROUND THE WORLD. (SEE SCH O) 0 0 364202618 332700000 SOCIAL WELFARE GRANTS: IN 2022, FUND FOR POLICY REFORM MADE GRANTS FOR A TOTAL OF $332,700,000 TO SUPPORT GRANTEE'S OPERATIONS AND ACTIVITIES WHICH PROMOTE SOCIAL WELFARE. 364202618 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 3 0 1 0 0 1 AS CA SZ CH DA UK HK HU IN JA KS MX NO NZ PL RO RS SA SN SW SF TH TU 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X TASHA NG 2125480600 224 WEST 57TH STREET NEW YORK NY 10019 DANIEL EULE TRUSTEE (ENDED 8/1/22) 0.02 0.02 X 0 0 28503 GAIL SCOVELL TRUSTEE/SECRETARY (ENDED 5/31/22) 0.02 0.02 X X 0 352 33046 MICHAEL VACHON TRUSTEE 0.02 0.02 X 0 0 28503 LEONARD BENARDO TRUSTEE 0.02 0.02 X X 0 404 32103 MARYANN CANFIELD TRUSTEE (START 8/1/22) 0.02 0.02 X 0 0 28503 ALEXANDER SOROS TRUSTEE (START 5/31/22) 0.02 0.02 X 0 0 33046 BRYN MAWR TRUST ADMINISTRATIVE TRUSTEE 0.02 0.02 X 20640 0 0 MAIJA ARBOLINO TREASURER 2.28 0.09 X 23053 909 32103 CATHERINE LIVINGSTON SECRETARY (START 12/7/22) 0.02 0.02 X 0 107 33046 DEBORAH FINE SECRETARY (5/31/22-12/7/22) 0.02 0.02 X 0 212 33046 43693 1984 281899 0 0 0 0 SIMPSON THACHER BARTLETT LLP 425 LEXINGTON AVE NEW YORK NY 10017 LEGAL FEES 238141 KPMG LLP PO BOX 120511 DALLAS TX 75312 ACCOUNTING FEES 109589 2 0 0 0 0 332700000 332700000 20640 20640 239492 239492 157889 157889 5942507 5942507 83349 5707 77642 POLITICAL CONTRIBUTION 25000000 25000000 REIMBURSE TO OSI 585404 554114 31290 PRINTING 340 340 BANK CHARGES 290 290 364729911 364202618 527293 0 25514932 1426400 313714 285923 3996229119 3824361978 19242 67634 4022077007 3826141935 402194 1658421 29600000 76700000 292266937 0 68131816 30002194 438757174 X 3992074813 3387384761 3992074813 3387384761 4022077007 3826141935 -364729911 -239960141 0 X 0 1 X 0 0 25552453 552453 25000000 25552453 1 DEMOCRACY PAC 700 13TH STREET NM WASHINGTON DC 20005 832988526 25000000 0 PART I-A, LINE 1 - POLITICAL EXPENDITURES FUND FOR POLICY REFORM MADE A CONTRIBUTION TO DEMOCRACY PAC, A POLITICAL ORGANIZATION DESCRIBED IN SECTION 527. FUND FOR POLICY REFORM INCURRED ADMINISTRATIVE, TRUSTEE, LEGAL, FINANCING, AND OVERHEAD EXPENDITURES RELATED TO THIS POLITICAL CONTRIBUTION. 0 QUANTUM ENDOWMENT CAYMAN FUND 2389810309 F QUANTUM ENDOWMENT CAYMAN LTD 1301254598 F FPR INVESTMENTS LTD 133297071 F 3824361978 PAYABLE TO FPR, INC. 131816 LOAN PAYABLE TO FPR, INC. 68000000 68131816 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. CONTRIBUTIONS RECEIVED BY THE ORGANIZATION ARE NOT DEDUCTIBLE AS CHARITABLE CONTRIBUTIONS UNDER IRC SECTION 170(C). CENTRAL AMERICIA/CARIBBEAN 0 0 INVESTMENTS 3764282420 0 0 0 0 0 0 3764282420 0 3764282420 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 FUND FOR POLICY REFORM INC 224 WEST 57TH ST NEW YORK NY 10019 264351242 501(C)(4) 332700000 0 PROMOTE SOCIAL WELFARE 0 1 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES. THE TRUSTEES APPROVED GRANTS PURSUANT TO A GRANT AGREEMENT THAT REQUIRES REPORTING. PART III, LINE 1 ORGANIZATION'S MISSION: TO PROMOTE SOCIAL WELFARE, THE COMMON GOOD AND THE GENERAL WELFARE OF PEOPLE IN COMMUNITIES AROUND THE WORLD, EACH WITHIN THE MEANING OF SECTION 501(C)(4) OF THE CODE AND THE TREASURY REGULATIONS PROMULGATED THEREUNDER, INCLUDING, BUT NOT LIMITED TO: (1) CONDUCTING ACTIVITIES FOR THE PURPOSE OF BRINGING ABOUT CIVIC BETTERMENT AND SOCIAL IMPROVEMENTS IN COMMUNITIES AROUND THE WORLD; (2) ADVOCATING FOR THE REFORM OF LOCAL, STATE, FEDERAL OR FOREIGN LAWS OR REGULATIONS IN THE PUBLIC WELFARE; (3) CONDUCTING AND SUPPORTING ACTIVITIES THAT ARE CHARITABLE OR EDUCATIONAL OR PROMOTE THE SOCIAL WELFARE; ( 4) MAKING GRANTS AND MISSION-RELATED INVESTMENTS TO SUPPORT ORGANIZATIONS CARRYING OUT THE FOREGOING PURPOSES; (5) COOPERATING WITH OTHER ORGANIZATIONS, WHETHER LOCAL, NATIONAL OR INTERNATIONAL, FOR THE FOREGOING PURPOSES; AND (6) CONDUCTING ANY OTHER ACTIVITIES THAT MAY BE NECESSARY, USEFUL OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES. PART V, LINE 2A FUND FOR POLICY REFORM ("FPR") AND OPEN SOCIETY INSTITUTE HAVE A WRITTEN RESOURCE SHARING AGREEMENT IN PLACE ACCORDING TO WHICH CERTAIN EMPLOYEES OF OPEN SOCIETY INSTITUTE PERFORM FUNCTIONS AND CONDUCT ACTIVITIES NECESSARY FOR FPR TO PURSUE ITS TAX-EXEMPT MISSION AND FPR PAYS OPEN SOCIETY INSTITUTE FOR ITS SHARE OF THE COST WHICH IS TRACKED AND CIRCULATED ON AN ONGOING BASIS. FPR ADVANCES FUNDS TO OPEN SOCIETY INSTITUTE TO COVER ITS ALLOCABLE COSTS. EMPLOYEE COMPENSATION IS DETERMINED BY OPEN SOCIETY INSTITUTE AND IS BASED ON MARKET COMPARABILIITY DATA AND IS DOCUMENTED IN OPEN SOCIETY INSTITUTE'S RECORDS. FORM 990, PART VI, SECTION A, LINE 2 LEONARD BENARDO, MAIJA ARBOLINO, DEBORAH FINE, CATHERINE LIVINGSTON AND GAIL SCOVELL HAVE A BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH IN-HOUSE STAFF. THE FORM 990 IS ALSO REVIEWED BY LEGAL COUNSEL AND THEN CIRCULATED TO FPR'S BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PURSUANT TO THE CONFLICTS POLICY, ANY POTENTIAL CONFLICT OF INTEREST THAT COULD RESULT IN A DIRECT OR INDIRECT FINANCIAL OR PERSONAL BENEFIT TO A TRUSTEE, OFFICER, OR STAFF MEMBER MUST BE DISCLOSED IN GOOD FAITH OR KNOWN TO THE TRUSTEES AUTHORIZING A CONTRACT OR OTHER TRANSACTION. THE INTERESTED INDIVIDUAL MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE TRUSTEES' DISCUSSION BUT WILL RETIRE FROM THE ROOM IN WHICH THE TRUSTEES ARE MEETING AND WILL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING SUCH CONTRACT OR OTHER TRANSACTION. SUCH INTERESTED INDIVIDUAL MAY NOT VOTE ON SUCH CONTRACT OR OTHER TRANSACTION. NO CONFLICTS HAVE BEEN REPORTED BY ANY TRUSTEE OR OFFICER, AND FPR HAS NO STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FPR MANAGER LLC 1209 ORANGE STREET WILMINGTON DE 19801 INVESTMENT DE 0 0 FPR FUND FOR POLICY REFORM INC 224 WEST 57TH ST NEW YORK NY 10019 264351342 SOCIAL WELFARE DE 501(C)(4) FPR 1 OPEN SOCIETY FOUNDATION LONDON 4TH FLOOR HERBAL HOUSE 8 BACK HILL LONDON UK EC1R 5EN CHARITABLE UK FPR 1 SOROS ECONOMIC DEVELOPMENT FUND 224 WEST 57TH ST NEW YORK NY 10019 133965896 CHARITABLE NY 501(C)(3) PF FPR 1 QUANTUM ENDOWMENT CAYMAN FUND LIMITED 27 HOSPITAL ROAD GEORGE TOWN CJ KY-9008 INVESTMENT CJ FPR C 389288400 2444898046 0.81000 1 QUANTUM ENDOWMENT CAYMAN LIMITED 27 HOSPITAL ROAD GEORGE TOWN CJ KY-9008 INVESTMENT CJ FPR C 212680108 1310757130 1.00000 1 FPR INVESTMENT LTD 27 HOSPITAL ROAD GEORGE TOWN CJ KY-9008 INVESTMENT CJ FPR C 133297071 1.00000 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FUND FOR POLICY REFORM INC B 332700000 ACTUAL FUND FOR POLICY REFORM INC E 68000000 ACTUAL FPR INVESTMENTS LTD B 68093000 ACTUAL