2024-08-14T16:38:05-05:00 2024-03-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2023-04-01 237069110 OXFAM-AMERICA INC OXFA 6174821211 77 NORTH WASHINGTON STREET 500 BOSTON MA 02114 CYNTHIA CRONAN CFO/ASST. TREASURER 6174821211 2024-08-09 1 0 LYNNE JOHNSON P00757336 6179129000 2024-08-09 2023 2024-08-08 14:25:15Z ABBY MAXMAN 77 NORTH WASHINGTON STREET 500 BOSTON MA 02114 120005591 0 X WWW.OXFAMAMERICA.ORG X 1974 MA CREATE LASTING SOLUTIONS TO FIGHT INEQUALITY TO END POVERTY AND INJUSTICE 22 22 311 187 0 0 80530469 81728263 0 0 745496 1241824 81122 144964 81357087 83115051 32549609 22410628 0 0 32969780 33517175 4348597 2833568 16933074 30031163 25332939 99899149 84094310 -18542062 -979259 81153998 77160401 26948051 21384161 54205947 55776240 X OXFAM AMERICA IS A GLOBAL ORGANIZATION THAT FIGHTS INEQUALITY TO END POVERTY AND INJUSTICE. WE OFFER LIFESAVING SUPPORT IN TIMES OF CRISIS AND ADVOCATE FOR ECONOMIC JUSTICE, GENDER EQUALITY, AND CLIMATE ACTION. 0 0 31015734 12668201 PROGRAMS TO OVERCOME POVERTY AND INJUSTICE: OXFAM WORKS TO DISMANTLE UNEQUAL SYSTEMS THAT PERPETUATE POVERTY AND INJUSTICE. WE PROVIDE GRANTS AND TECHNICAL ASSISTANCE, AND WORK WITH LOCAL PARTNERS TO BUILD FAIR ECONOMIES, PROTECT LAND AND WATER RIGHTS, CREATE EQUITABLE AND SUSTAINABLE FOOD SYSTEMS, AND ADVANCE THE RIGHTS AND LEADERSHIP OF WOMEN AND GIRLS. FOR INSTANCE, OXFAM'S TRANSFORMATIVE LEADERSHIP FOR WOMEN'S RIGHTS PROGRAM HAS ENHANCED ACCESS OF HUNDREADS OF WOMEN LEADERS TO POLITICAL POSITIONS IN GHANA, KENYA, MENA, INDIA, EL SALVADOR, NEPAL, UGANDA, SOUTH AFRICA, MALAWI, ZAMBIA, ZIMBABWAE, MOZAMBIQUE AND VIETNAM. IN MALAWI, OVER THE LAST THREE YEARS FOR EXAMPLE, THE NUMBER OF WOMEN MPS INCREASED FROM 32 TO 45 OUT OF A PARLIAMENT OF 193, INCREASING FROM 16% TO 23% OF THE PARLIAMENT. 15677189 4616928 CAMPAIGNING FOR SOCIAL JUSTICE: OXFAM CAMPAIGNS TO CHANGE UNJUST POLICIES THAT DEEPEN INEQUALITY AND KEEP PEOPLE TRAPPED IN POVERTY. WE ADDRESS GLOBAL INEQUALITIES BY INFLUENCING CORPORATE PRACTICES AND BEHAVIORS.THROUGH DECADES OF ENGAGEMENT WITH THE PRIVATE SECTOR, HAVE ACHIEVED NOTABLE RESULTS. LARGE COMPANIES SUCH AS CARGILL, THE COCA COLA COMPANY, AND MONDELEZ HAVE ADOPTED GENDER TOOLS, REDUCED INEQUALITY AND LAND GRABS, ADDRESSED CLIMATE ISSUES, AND HUMANIZED SUPPLY CHAINS. FOR EXAMPLE, CARGILL, THE LARGEST PRIVATELY HELD U.S. COMPANY, COMMITTED AFTER YEARS OF DIALOGUE TO SIGNIFICANT INITIATIVES FOR WOMEN'S ECONOMIC EMPOWERMENT AND GENDER EQUALITY. THIS INCLUDES SIGNING ONTO THE U.N. WOMEN'S EMPOWERMENT PRINCIPLES AND COLLABORATING WITH OXFAM ON POLICY AND IMPLEMENTATION IN ITS COCOA VALUE CHAIN. 8300566 5125499 SAVING LIVES-EMERGENCY RESPONSE AND PREPAREDNESS: OXFAM WORKS WITH LOCAL PARTNERS AND GOVERNMENTS TO SAVE LIVES IN EMERGENCIES. WE CONTINUED PROVIDING ASSISTANCE TO PEOPLE IN TURKEY, MOROCCO, PAKISTAN, AND THE HORN OF AFRICA, AS WELL AS UKRAINE AND NEIGHBORING COUNTRIES. NEARLY 870,000 PEOPLE IN UKRAINE AND 1.19 MILLION IN POLAND, MOLDOVA, AND ROMANIA HAVE RECEIVED ASSISTANCE. IN SOUTH SUDAN, OXFAM AND LOCAL PARTNERS ARE DELIVERING CLEAN WATER AND SANITATION RESOURCES TO 90,000 FAMILIES IN TRANSIT CAMPS. IN THE UPPER NILE REGION, OXFAM IS ADDRESSING THE EFFECTS OF FIVE YEARS OF FLOODING AND CONFLICT WITH SAFE WATER, CASH GRANTS, AND SEEDS, TOOLS, AND FISHING KITS. IN 2022 AND 2023, THESE INITIATIVES REACHED OVER 800,000 PEOPLE. 6122042 0 PUBLIC EDUCATION: IN THE PAST YEAR OXFAM COMMUNICATED TO THE PUBLIC ABOUT ISSUES SUCH AS ECONOMIC JUSTICE, CLIMATE ACTION, GENDER JUSTICE, AND HUMANITARIAN RESPONSES. SPECIFIC EXAMPLES OF THESE ISSUES INCLUDE THE ONGOING CONFLICT IN GAZA, WORKERS' RIGHTS, TAXING THE ULTRAWEALTHY, HOLDING WEALTHY POLLUTERS ACCOUNTABLE, AND GENDER EQUALITY. 6122042 0 61115531 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 96 0 1 311 1 0 1 SG SU ES ML 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA AL AK AZ AR CA CT DE FL GA HI ID IL IA KS KY LA ME MD MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SD TN TX UT VT VA WA DC WV WI WY X X X CYNTHIA A CRONAN 6174821211 77 NORTH WASHINGTON STREET SUITE BOSTON MA 02114 AKLILU BISRAT DIRECTOR (UNTIL 10/25/23) 1.00 0.00 X 0 0 0 ALI MOHAMAD DIRECTOR (UNTIL 10/25/23) 1.00 0.00 X 0 0 0 ALT MARGIE DIRECTOR 1.00 0.00 X 0 0 0 BEBBINGTON ANTHONY DIRECTOR 1.00 0.00 X 0 0 0 DALNOOT ASHLEY DIRECTOR (AS OF 2/01/24) 1.00 0.00 X 0 0 0 FRETT LATANYA DIRECTOR 1.00 0.00 X 0 0 0 GAVISER LESLIE SARA DIRECTOR (AS OF 06/21/23) 1.00 2.00 X 0 0 0 GREEN-RILEY NAIMA DIRECTOR 1.00 0.00 X 0 0 0 JOHNSON LIONEL C DIRECTOR (UNTIL 2/29/24) 1.00 0.75 X 0 0 0 KAKAR YANA AYESHA DIRECTOR 1.00 0.00 X 0 0 0 KHARAS HOMI DIRECTOR 1.00 0.00 X 0 0 0 KUMARAIAH DIVYA DIRECTOR (AS OF 10/25/23) 1.00 0.00 X 0 0 0 MEZOUI OUSSAMA DIRECTOR 1.00 0.00 X 0 0 0 MUNANA CARL DIRECTOR 1.00 0.00 X 0 0 0 PAUL ROSHAN DIRECTOR 1.00 0.00 X 0 0 0 SILBERMAN MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 SINGH SMITA DIRECTOR 1.00 0.00 X 0 0 0 TORRENS TARA DIRECTOR 1.00 0.00 X 0 0 0 TSAI DABIE DIRECTOR 1.00 0.00 X 0 0 0 WILLIAMS KIM DIRECTOR 1.00 0.00 X 0 0 0 SHACHOY JAMEY CHAIR 3.50 0.00 X X 0 0 0 JAYAWICKKRAMA SHERINE VICE CHAIR 1.00 0.00 X X 0 0 0 HAMILTON JOE H TREASURER 2.50 0.00 X X 0 0 0 REGAN JACK SECRETARY 1.00 0.00 X X 0 0 0 MAXMAN ABBY PRESIDENT & CEO 39.90 0.10 X 486625 0 48718 CRONAN CYNTHIA CFO / ASSISTANT TREASURER 39.25 0.75 X 202563 0 20196 SCRIBNER STAVER SHANNON CHIEF OF OF STAFF/ ASST. SEC. (AS OF 6/21/23) 40.00 0.00 X 179050 0 39622 STROME GRACE CHIEF OF STAFF ASSISTANT SECRETARY (UNTIL 5/10/23) 40.00 0.00 X 82340 0 9099 KURMANN THOMAS VP, RESOURCE DEVELOPMENT 40.00 0.00 X 293377 0 44954 MUTASAH TAWANDA VP, GLOBAL PARTNERSHIPS AND IMPACT 40.00 0.00 X 276198 0 42974 CUMMINGS GINA VP, ADVOCACY, ALLIANCES & POLICY 38.00 2.00 X 267269 0 44419 TSONGAS ASHLEY VP STRATEGY & OPERATIONS 40.00 0.00 X 212788 0 49569 ROONEY ALISSA CATHERINE VP PUBLIC ENGAGEMENT 40.00 0.00 X 226292 0 10680 HYLTON PATRICIA INTERIM VP, PPL/CULTURE/GLOBAL HR 40.00 0.00 X 212091 0 22838 LAWSON-LARTEGO LATE CHIEF INNOVATION OFFICER, AGILE 40.00 0.00 X 206808 0 40491 RAMISETTY ALIVELU CHIEF, GENDER JUSTICE & INCLUSION 40.00 0.00 X 181332 0 37839 CLACK MARK DIR. GOVT RELATIONS & PUBLIC POLICY 40.00 0.00 X 182847 0 32445 MALLETTE KENNETH DIR. MARKETING STRATEGY 40.00 0.00 X 179751 0 20437 NOTICK PHILIP ENTERPRISE TECHNICAL ARCHITECT 40.00 0.00 X 184486 0 9075 3373817 0 473356 86 0 1 0 GIVEBRIDGE INC 550 W VAN BUREN SUITE 1100 CHICAGO IL 60607 FUNDRAISING 2365548 BLUE STATE DIGITAL INC 62187 COLLECTIONS CENTER DRIVE CHICAGO IL 606930621 FUNDRAISING/CONSULTING 1139254 META PLATFORMS INC 15161 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SUPPORTER ENGAGEMENT 805810 GOOGLE LLC PO BOX 883654 LOS ANGELES CA 900883654 SUPPORTER ENGAGEMENT 600420 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 FUNDRAISING 456002 16 81728263 1699649 81728263 1176272 1176272 22697 22697 36956092 36890540 65552 65552 65552 GAIN ON INS. PROCEEDS 900099 122267 122267 122267 83115051 0 0 1386788 X 1212162 1212162 21198466 21198466 2733598 1100629 1268829 364140 24098964 17184366 2494100 4420498 1120389 817526 107722 195141 3901101 2680110 506860 714131 1663123 1060715 258367 344041 202316 29022 170201 3093 301262 1089 151351 148822 121912 121912 2833568 2833568 4188858 2857191 210390 1121277 764 764 1765647 61026 1704621 2077910 1078903 251637 747370 1200610 1005199 158908 36503 1365241 1229298 63324 72619 524983 462690 3358 58935 229568 195249 14770 19549 164638 21831 138992 3815 OX COLLECTIVE FUND MECH 8119398 7971667 63661 84070 SUPPORTER ENGAGEMENT 2544166 808879 1735287 PRINTING/PUBLICATION 1306744 17601 499 1288644 POSTAGE AND SHIPPING 693834 693834 525088 181972 343116 84094310 61115531 6045705 16933074 11413505 11312195 12970555 13139339 1334469 1016226 1479869 1463987 3146563 1982073 732920 1164490 48224904 45080564 140603 27997 4857173 3955603 81153998 77160401 9030095 6688131 8481807 6545466 286536 521605 9149613 7628959 26948051 21384161 X 20757047 19747546 33448900 36028694 54205947 55776240 81153998 77160401 X -979259 1563236 -31 986347 X 0 1 X 1 0 X 72811680 107251906 99879774 80530469 81728263 442202092 72811680 107251906 99879774 80530469 81728263 442202092 30818468 411383624 630162 366990 372794 599525 1198969 3168440 774 68 15745 53 122267 138907 445509439 0.92340 0.92580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11670 110242 121912 60993619 61115531 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 112739 268004 254116 121912 756771 250000 250000 250000 250000 1000000 1500000 112 11202 147659 11670 170643 9200603 808075 400000 26439 9582239 14302870 -377289 4686507 38472 9200602 14068717 270267 36114 14302870 10663523 3439685 34491 14068717 10794257 -95739 34995 10663523 0.12680 0.27480 0.59840 1 0 2223477 1185300 1038177 923086 796773 126313 1164490 CHARITABLE REMAINDER TRUSTS 216956 OTHER ASSETS 189230 RIGHT-OF-USE ASSET-OPERATING LEASE 3549417 3955603 GIFT ANNUITIES PAYABLE 2255086 OTHER LIABILITIES 452758 OPERATING LEASE LIABILITIES 4921115 7628959 X 86791971 1563236 828323 1285361 3676920 83115051 0 83115051 85488321 828323 565688 1394011 84094310 0 84094310 PART V, LINE 4: OXFAM UTILIZES A TOTAL RETURN SPENDING POLICY FROM ITS ENDOWMENT TO SUPPORT OPERATIONS. UNDER THE POLICY, UP TO 5% OF THE THREE YEAR ROLLING MARKET VALUE MAY BE UTILIZED. THE MARKET VALUE OF THE ENDOWMENT INCLUDES THE CORPUS OF ENDOWMENT GIFTS PLUS ACCUMULATED UNSPENT GAINS THAT HAVE NOT BEEN APPROPRIATED IN PRIOR PERIODS. PART X, LINE 2: OA ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. OA HAS IDENTIFIED ITS TAX STATUS AND CLASSIFICATION OF REVENUE AS RELATED OR UNRELATED UNDER THAT STATUS AS ITS ONLY SIGNIFICANT TAX POSITIONS. OA HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. OA IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION AND ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 986,347. OXFAM AMERICA ACTION FUND REVENUE 299,014. PART XII, LINE 2D - OTHER ADJUSTMENTS: OXFAM AMERICA ACTION FUND EXPENSES 565,688. PART V, LINE 1E: DURING 2024, OXFAM MOVED THE ENDOWMENT SPENDING POLICY FROM LINE 1B TO 1E TO REFLECT THE ENDOWMENT APPRECIATION THAT WAS MOVED INTO OPERATIONS AND PROGRAMMING AS ALLOWED BY THE SPENDING POLICY. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 2 PROGRAM SERVICES PROGRAMS TO SAVE LIVES AND OVERCOME POVERTY AND INJUSTICE 92427 SUB-SAHARAN AFRICA 1 27 PROGRAM SERVICES PROGRAMS TO SAVE LIVES AND OVERCOME POVERTY AND INJUSTICE 3414725 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS/PARTNER SUPPORT 2139266 SOUTH AMERICA 0 1 GRANTS/PARTNER SUPPORT 1494443 SUB-SAHARAN AFRICA 0 0 GRANTS/PARTNER SUPPORT 7440244 EUROPE 0 3 GRANTS/PARTNER SUPPORT 5397818 EAST ASIA AND THE PACIFIC 0 0 GRANTS/PARTNER SUPPORT 1482917 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS/PARTNER SUPPORT 971760 SOUTH ASIA 0 1 GRANTS/PARTNER SUPPORT 1970006 NORTH AMERICA 0 0 GRANTS/PARTNER SUPPORT 302012 2 33 0 1 2 34 22433600 2272018 24705618 SUB-SAHARAN AFRICA CLIMATE JUSTICE 12516 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 60000 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 20000 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 19630 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 9328 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 30000 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE 20579 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE 10000 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 26390 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 22881 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 41636 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN CLIMATE JUSTICE & JUST ECONOMIES 69400 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN ACCOUNTABLE GOVERNANCE, GENDER JUSTICE & SAVING LIVES 275409 WIRE 0 SOUTH AMERICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, GENDER JUSTICE, JUST ECONOMIES & SAVING LIVES 682916 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 25883 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 6149 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 15000 WIRE 0 MIDDLE EAST AND NORTH AFRICA ACCOUNTABLE GOVERNANCE & SAVING LIVES 215956 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 94925 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 44251 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 25972 WIRE 0 SOUTH AMERICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE & JUST ECONOMIES 342538 WIRE 0 EUROPE GENDER JUSTICE 114132 WIRE 0 SOUTH AMERICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, JUST ECONOMIES & SAVING LIVES 494102 WIRE 0 EUROPE ACCOUNTABLE GOVERNANCE 7500 WIRE 0 EUROPE ACCOUNTABLE GOVERNANCE 281365 WIRE 0 EUROPE ACCOUNTABLE GOVERNANCE 200000 WIRE 0 EUROPE CLIMATE JUSTICE & GENDER JUSTICE 762205 WIRE 0 SOUTH ASIA GENDER JUSTICE, CLIMATE JUSTICE, JUST ECONOMIES & SAVING LIVES 715380 WIRE 0 SOUTH ASIA SAVING LIVES 252500 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES & SAVING LIVES 673196 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, GENDER JUSTICE & JUST ECONOMIES 865899 WIRE 0 EUROPE ACCOUNTABLE GOVERNANCE & SAVING LIVES 306518 WIRE 0 EAST ASIA AND THE PACIFIC SAVING LIVES 210000 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, GENDER JUSTICE, JUST ECONOMIES & SAVING LIVES 364427 WIRE 0 MIDDLE EAST AND NORTH AFRICA SAVING LIVES 10000 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES & SAVING LIVES 67472 WIRE 0 SUB-SAHARAN AFRICA SAVING LIVES 54754 WIRE 0 SUB-SAHARAN AFRICA GENDER JUSTICE & SAVING LIVES 339000 WIRE 0 MIDDLE EAST AND NORTH AFRICA SAVING LIVES 224000 WIRE 0 EAST ASIA AND THE PACIFIC SAVING LIVES 104195 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE & SAVING LIVES 69000 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE & GENDER JUSTICE 657032 WIRE 0 MIDDLE EAST AND NORTH AFRICA SAVING LIVES 43000 WIRE 0 SUB-SAHARAN AFRICA GENDER JUSTICE 160000 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE & GENDER JUSTICE 150028 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, JUST ECONOMIES & SAVING LIVES 901273 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE & CLIMATE JUSTICE 498945 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE, JUST ECONOMIES & SAVING LIVES. 487349 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE 200000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, JUST ECONOMIES & SAVING LIVES 1344712 WIRE 0 SUB-SAHARAN AFRICA SAVING LIVES 95455 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN SAVING LIVES 36273 WIRE 0 MIDDLE EAST AND NORTH AFRICA SAVING LIVES 300000 WIRE 0 EUROPE ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE, GENDER JUSTICE, JUST ECONOMIES & SAVING LIVES 3587495 WIRE 0 EUROPE JUST ECONOMIES 16000 WIRE 0 MIDDLE EAST AND NORTH AFRICA ACCOUNTABLE GOVERNANCE 30000 WIRE 0 NORTH AMERICA ACCOUNTABLE GOVERNANCE, CLIMATE JUSTICE & GENDER JUSTICE 299250 WIRE 0 MIDDLE EAST AND NORTH AFRICA ACCOUNTABLE GOVERNANCE 1064704 WIRE 0 SOUTH ASIA CLIMATE JUSTICE 193069 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE & SAVING LIVES 77528 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE 51647 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE & JUST ECONOMIES 179111 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE, SAVING LIVES & GENDER JUSTICE 270900 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE, GENDER JUSTICE, JUST ECONOMIES & SAVING LIVES 417544 WIRE 0 SOUTH ASIA ACCOUNTABLE GOVERNANCE, GENDER JUSTICE, CLIMATE JUSTICE & SAVING LIVES 766666 WIRE 0 SUB-SAHARAN AFRICA SAVING LIVES 816761 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE & JUST ECONOMIES 310001 WIRE 0 EUROPE CLIMATE JUSTICE 10000 WIRE 0 SUB-SAHARAN AFRICA CLIMATE JUSTICE & JUST ECONOMIES 102588 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE 6598 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 10139 WIRE 0 SUB-SAHARAN AFRICA ACCOUNTABLE GOVERNANCE 45000 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 12273 WIRE 0 SUB-SAHARAN AFRICA JUST ECONOMIES 12331 WIRE 0 75 0 0 0 1 1 0 1 PART I, LINE 2: PROGRAM OFFICERS MEET WITH PARTNERS AND VISIT THE PROJECT REGULARLY TO ASSESS WHETHER THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE. PROGRAM AND FINANCIAL EXPENDITURE REPORTS ARE ALSO PREPARED BY THE PARTNERS IN CONJUNCTION WITH LOCAL PROGRAM OFFICERS. FINAL REPORTS ARE COMPLETED BY PARTNERS AND SUBMITTED TO OXFAM AMERICA UPON COMPLETION OF THE PROJECT. PROJECTS MAY BE AUDITED AS NEEDED OR AS REQUIRED BY CONTRACT PROVISION. THERE ARE NO AUDIT THRESHOLDS EXCEPT AS REQUIRED BY CONTRACT, AND AUDITS ARE CONDUCTED AT THE DISCRETION OF THE REGIONAL OFFICE AND ARE BASED ON THE REGIONAL DIRECTOR'S, COUNTRY DIRECTOR'S, AND OFFICE STAFF'S COMFORT LEVEL WITH THE PARTNER AND PROJECT OVERALL. ALL FINANCIAL AND NARRATIVE REPORTS ARE STORED IN OXFAM AMERICA'S GRANT MANAGEMENT SYSTEM. SCHEDULE F: THE CHAIRPERSON OF OA'S BOARD IS A MEMBER OF THE OXFAM INTERNATIONAL (OI) ASSEMBLY AND THE AFFILIATE BUSINESS MEETING (ABM), TWO BODIES WITHIN THE NEW GOVERNANCE OF THE CONFEDERATION THAT WENT INTO EFFECT IN JULY 2021. IN ADDITION, ONE OA BOARD MEMBER IS A MEMBER OF THE OI SUPERVISORY BOARD, AND THE EXECUTIVE DIRECTOR OF EACH AFFILIATE IS A MEMBER OF THE EXECUTIVE DIRECTOR'S FORUM (EDF). THIS RELATIONSHIP ENSURES THAT THE MISSION OF OXFAM IS CLEAR AND CONSISTENT AMONG ITS MEMBER ORGANIZATIONS. AS MEMBERS OF THE OI CONFEDERATION, EACH OXFAM AFFILIATE IS REQUIRED TO MAKE A COLLECTIVE FUNDING MECHANISM (CFM) CONTRIBUTION TO OI ON AN ANNUAL BASIS. THE CFM CONTRIBUTION TO OI ARE UNRESTRICTED RESOURCES THAT FUND CORE OPERATIONS OF OXFAM COUNTRY AND REGIONAL PROGRAM OFFICES AROUND THE WORLD, THE GLOBAL HUMANITARIAN TEAM (GHT) AND THE OPERATIONS OF OI SECRETARIAT. OA PAYMENTS TO OI FOR THE CFM TOTALED $8,119,000 AT MARCH 31, 2024. IN THE 12 MONTHS ENDING MARCH 31, 2024, OA MADE PAYMENTS OF $21,025,000 TO OXFAM INTERNATIONAL ET AL, AND RECEIVED $1,272,000 FROM OXFAM INTERNATIONAL AND ITS MEMBERS/AFFILIATES. X X X X X 1 GIVEBRIDGE INC 525 W MONROE STREET SUITE 900 CHICAGO IL 60661 FUNDRAISING 0 0 1482963 0 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 FUNDRAISING 0 0 458001 0 TELEFUND INC PO BOX 120557 BOSTON MA 02112 TELEMARKETING 0 0 45311 0 MAL WARWICK DONORDIGITAL 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 FUNDRAISING 0 0 44568 0 GREEN PLANET SALES COMPANY INC 1526 BERLIN ROAD CHERRY HILL NJ 08003 FUNDRAISING 0 0 449980 0 PUBLIC OUTREACH FUNDRAISING LLC 672 S LA FAYETTE PARK PL LOS ANGELES CA 90057 FUNDRAISING & TELEMARKETING 0 0 352745 0 2833568 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA DC WV WI WY 1 COORDINADORA PAZ PARA LA MUJER PO BOX 193008 SAN JUAN PR 009193008 660550935 501(C)(3) 75000 0 SAVING LIVES THE MISSISSIPPI BLACK WOMEN'S ROUNDTABLE (MS-BWR) PO BOX 21499 JACKSON MS 39289 831193631 501(C)(3) 50000 0 GENDER JUSTICE NEW ALPHA COMMUNITY DEVELOPMENT CORPORATION 1528 PARLOMAR PARKWAY FLORENCE SC 29506 473582552 501(C)(3) 25000 0 CLIMATE JUSTICE OXFAM INTERNATIONAL 205 E 42ND STREET NEW YORK NY 10017 521999959 501(C)(3) 678462 0 JUST ECONOMIES 9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN INC 207 E BUFFALO STREET STE 211 MILWAUKEE WI 53202 341246311 501(C)(3) 20000 0 ACCOUNTABLE GOVERNANCE AIDS SERVICES COALITION INC PO BOX 169 HATTIESBURG MS 39403 141855167 501(C)(3) 20000 0 SAVING LIVES CAROLINA AMAZONIANS UNITED FOR SOLIDARITY & EMPOWERMENT 2206 CHAUTAUQUA AVENUE SUITE B DURHAM NC 27707 933590649 501(C)(5) 25001 0 ACCOUNTABLE GOVERNANCE COMMUNITY FOUNDATION FOR THE ALLEGHENIES 216 FRANKIN STREET SUITE 400 JOHNSTOWN PA 15901 208746105 501(C)(3) 10000 0 ACCOUNTABLE GOVERNANCE DEPENDABLE SOURCE CORP CENTER FOR COMMUNITY & WORKFORCE DEVELOPMENT 840 E RIVER PLACE SUITE 39202 JACKSON MS 39202 465456087 501(C)(3) 20000 0 SAVING LIVES INSTITUTE FOR THE ADVANCEMENT OF MINORITY HEALTH 129 COUNTRY CLUB DRIVE MADISON MS 39110 834631016 501(C)(3) 10000 0 SAVING LIVES INTERNATIONAL CENTER FOR LABOR SOCIAL AND SPIRITUAL ACTIVISM 9900 MEMORIAL DR APT 58 HOUSTON TX 77024 300879953 501(C)(3) 20000 0 ACCOUNTABLE GOVERNANCE MOVEMENT FOR COMMUNITY-LED DEVELOPMENT 2939 VAN NESS ST NW 548 WASHINGTON DC 20008 922398648 501(C)(3) 10000 0 JUST ECONOMIES MS BLACK WOMEN'S ROUNDTABLE PO BOX 21499 JACKSON MS 39289 831193631 501(C)(3) 10000 0 SAVING LIVES NATIONAL COALITION ON BLACK CIVIC PARTICIPATION 1666 K STREET NW SUITE 440 WASHINGTON DC 20006 521253112 501(C)(3) 33000 0 ACCOUNTABLE GOVERNANCE NC ASSOCIATION OF BLACK LAWYERS LAND LOSS PREVENTION PROJECT PO BOX 179 DURHAM NC 27702 561348982 501(C)(3) 8750 0 JUST ECONOMIES NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 25000 0 JUST ECONOMIES ONE VOICE 1072 JOHN R LYNCH ST JACKSON MS 39203 020787550 501(C)(3) 26200 0 SAVING LIVES POWER COALITION 2022 ST BERNARD AVE SUITE 310 NEW ORLEANS LA 70116 832511340 501(C)(3) 17000 0 JUST ECONOMIES SOL NATION INC 5009-107 BEATTIES FORD ROAD BOX 248 CHARLOTTE NC 28216 822997095 501(C)(3) 20000 0 JUST ECONOMIES SOUTHERN RURAL BLACK WOMEN'S INITIATIVE FOR ECONOMIC AND SOCIAL JUSTICE PO BOX 11437 JACKSON MS 39283 823532800 501(C)(3) 10000 0 SAVING LIVES THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS 506 S WRIGHT STREET 209 HAB MC 339 URBANA IL 61801 376000511 501(C)(3) 20000 0 ACCOUNTABLE GOVERNANCE THE INSTITUTE FOR ENHANCED EQUITY PO BOX 52319 NEW ORLEANS LA 70152 851129350 501(C)(3) 18750 0 JUST ECONOMIES THE LIGHTHOUSE BLACK GIRL PROJECT PO BOX 607 JACKSON MS 39205 822064693 501(C)(3) 20000 0 SAVING LIVES TRIBAL IMAGES MUSEUM INC 636 ARLEDGE ROAD VINTON LA 70668 872831945 501(C)(3) 10000 0 ACCOUNTABLE GOVERNANCE 24 0 PART I, LINE 2: PROGRAM OFFICERS MEET WITH PARTNERS AND VISIT THE PROJECT REGULARLY TO ASSESS WHETHER THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE. PROGRAM AND FINANCIAL EXPENDITURE REPORTS ARE ALSO PREPARED BY THE PARTNERS IN CONJUNCTION WITH LOCAL PROGRAM OFFICERS. FINAL REPORTS ARE COMPLETED BY PARTNERS AND SUBMITTED TO OXFAM AMERICA UPON COMPLETION OF THE PROJECT. PROJECTS MAY BE AUDITED AS NEEDED OR AS REQUIRED BY CONTRACT PROVISION. THERE ARE NO AUDIT THRESHOLDS EXCEPT AS REQUIRED BY CONTRACT, AND AUDITS ARE CONDUCTED AT THE DISCRETION OF THE REGIONAL OFFICE AND ARE BASED ON THE REGIONAL DIRECTOR'S, COUNTRY DIRECTOR'S AND OFFICE STAFF'S COMFORT LEVEL WITH THE PARTNER AND PROJECT OVERALL. ALL FINANCIAL AND NARRATIVE REPORTS ARE STORED IN OXFAM AMERICA'S GRANT MANAGEMENT SYSTEM. X X X X X 0 0 0 0 0 0 0 0 0 MAXMAN ABBY PRESIDENT & CEO 437051 0 0 0 49574 0 16500 0 32218 0 535343 0 0 0 KURMANN THOMAS VP, RESOURCE DEVELOPMENT 266015 0 0 0 27362 0 13552 0 31402 0 338331 0 0 0 MUTASAH TAWANDA VP, GLOBAL PARTNERSHIPS AND IMPACT 250448 0 0 0 25750 0 12806 0 30168 0 319172 0 0 0 CUMMINGS GINA VP, ADVOCACY, ALLIANCES & POLICY 241871 0 0 0 25398 0 12501 0 31918 0 311688 0 0 0 TSONGAS ASHLEY VP STRATEGY & OPERATIONS 203968 0 0 0 8820 0 11351 0 38218 0 262357 0 0 0 LAWSON-LARTEGO LATE CHIEF INNOVATION OFFICER, AGILE 206670 0 0 0 138 0 10577 0 29914 0 247299 0 0 0 ROONEY ALISSA CATHERINE VP PUBLIC ENGAGEMENT 210949 0 0 0 15343 0 10680 0 0 0 236972 0 0 0 HYLTON PATRICIA INTERIM VP, PPL/CULTURE/GLOBAL HR 211866 0 0 0 225 0 10836 0 12002 0 234929 0 0 0 CRONAN CYNTHIA CFO / ASSISTANT TREASURER 202167 0 0 0 396 0 10194 0 10002 0 222759 0 0 0 RAMISETTY ALIVELU CHIEF, GENDER JUSTICE & INCLUSION 181074 0 0 0 258 0 9300 0 28539 0 219171 0 0 0 SCRIBNER STAVER SHANNON CHIEF OF OF STAFF/ ASST. SEC. (AS OF 6/21/23) 178872 0 0 0 178 0 9454 0 30168 0 218672 0 0 0 CLACK MARK DIR. GOVT RELATIONS & PUBLIC POLICY 182589 0 0 0 258 0 9215 0 23230 0 215292 0 0 0 MALLETTE KENNETH DIR. MARKETING STRATEGY 179354 0 0 0 397 0 9108 0 11329 0 200188 0 0 0 NOTICK PHILIP ENTERPRISE TECHNICAL ARCHITECT 184090 0 0 0 396 0 9075 0 0 0 193561 0 0 0 SCHEDULE J: COMPENSATION FOR OXFAM AMERICA EXECUTIVES IS SET BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE ENGAGES QUALIFIED INDEPENDENT CONSULTANTS BIENNIALLY TO ENSURE THAT TOTAL EXECUTIVE COMPENSATION IS BOTH COMPETITIVE AND REASONABLE AS COMPARED TO MARKET, THAT IT CONFORMS TO IRS GUIDELINES, AND WOULD NOT BE CONSIDERED EXCESSIVE UNDER INTERMEDIATE SANCTIONS PROVISIONS CONTAINED IN SECTION 4958 OF THE INTERNAL REVENUE CODE. AS OF NOVEMBER 1, 2010, BASED ON RECOMMENDATIONS OF INDEPENDENT CONSULTANTS, THE COMPENSATION COMMITTEE DECIDED TO INSTITUTE A BENEFIT PROGRAM WHICH REQUIRES EXECUTIVES TO INVEST AFTER TAX INCOME INTO ONE OF A LIMITED NUMBER OF THIRD PARTY BENEFIT PLANS. THE AFTER-TAX AMOUNT ASSOCIATED WITH THE PROGRAM IS INCLUDED AS REPORTABLE W-2 COMPENSATION IN PART VII, AND IN SCHEDULE J, PART II, COLUMN B (III), OTHER REPORTABLE COMPENSATION. X 166 1699649 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF GIFTS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY OA'S FINANCE DEPARTMENT UNDER DIRECTION OF THE CHIEF FINANCIAL OFFICER. THE COMPLETED RETURN IS REVIEWED BY OA'S CHIEF FINANCIAL OFFICER, AND SUBMITTED FOR REVIEW TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990 WAS PROVIDED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICER, AND KEY EMPLOYEES ARE EXPECTED TO REVEAL ANY POTENTIAL CONFLICT OF INTEREST. ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SIGN A STATEMENT ANNUALLY, VERIFYING THAT THEY HAVE REVIEWED OA'S CONFLICT OF INTEREST POLICY AND HAVE DISCLOSED ANY ACTIVITY WHICH CONTRAVENES THE POLICY. DURING THE COURSE OF DELIBERATIONS, IF A DIRECTOR FINDS THAT THEY HAVE A CONFLICT OF INTEREST ON A MATTER AT HAND, THEY MUST DECLARE IT AND EXCUSE THEMSELVES FROM THE DELIBERATIONS TO ALLOW THE OTHER DIRECTORS PRESENT TO DETERMINE THE BEST COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OXFAM AMERICA EXECUTIVES IS SET BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE REGULARLY ENGAGES QUALIFIED INDEPENDENT CONSULTANTS TO ENSURE THAT TOTAL EXECUTIVE COMPENSATION IS BOTH COMPETITIVE AND REASONABLE AS COMPARED TO MARKET, THAT IT CONFORMS TO IRS GUIDELINES, AND WOULD NOT BE CONSIDERED EXCESSIVE UNDER INTERMEDIATE SANCTIONS PROVISIONS CONTAINED IN SECTION 4958 OF THE INTERNAL REVENUE CODE. THE LAST STUDY WAS COMPLETED IN MAY OF 2023. AS OF NOVEMBER 1, 2010, BASED ON RECOMMENDATIONS OF INDEPENDENT CONSULTANTS, THE COMPENSATION COMMITTEE DECIDED TO INSTITUTE A BENEFIT PROGRAM WHICH REQUIRES EXECUTIVES TO INVEST AFTER TAX INCOME INTO ONE OF A LIMITED NUMBER OF THIRD PARTY BENEFIT PLANS. THE AFTER-TAX AMOUNT ASSOCIATED WITH THE PROGRAM IS INCLUDED AS REPORTABLE W-2 COMPENSATION IN PART VII, AND IN SCHEDULE J, PART II, COLUMN B (III), OTHER REPORTABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORMS 990 WITHOUT SCHEDULE B ARE AVAILABLE ON THE OXFAM AMERICA (OA) WEBSITE AT HTTP://WWW.OXFAMAMERICA.ORG IN THE "WHO WE ARE" SECTION OF THE SITE. FINANCIAL INFORMATION IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG AND WWW.CHARITYNAVIGATOR.ORG AND MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. OA WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. THE ORGANIZATION'S FORMS 990 ARE AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 24A: AS MEMBERS OF THE OI CONFEDERATION, EACH OXFAM AFFILIATE IS REQUIRED TO MAKE A COLLECTIVE FUNDING MECHANISM (CFM) CONTRIBUTION TO OI ON AN ANNUAL BASIS. THE CFM CONTRIBUTION TO OI ARE UNRESTRICTED RESOURCES THAT FUND CORE OPERATIONS OF OXFAM COUNTRY AND REGIONAL PROGRAM OFFICES AROUND THE WORLD, THE GLOBAL HUMANITARIAN TEAM (GHT) AND THE OPERATIONS OF OI SECRETARIAT. OA PAYMENTS TO OI FOR THE CFM TOTALED $8,119,000. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 986,347. OXFAM AMERICA REAL ESTATE LLC 77 NORTH WASHINGTON STREET SUITE 50 BOSTON MA 02114 061509938 RECEIVE AND HOLD DONATED REAL ESTATE MA 0 0 OXFAM AMERICA WISE WOMEN'S EMPOWERMENT MANAGEMENT COMPANY LLC 77 NORTH WASHINGTON STREET SUITE 50 BOSTON MA 02114 001125303 MGMT SVCS TO WISE FUND LLC MA 0 103287 OXFAM AMERICA OXFAM AMERICA ACTION FUND 77 NORTH WASHINGTON STREET SUITE 50 BOSTON MA 02114 201971032 LOBBYING MA 501(C)(4) OXFAM AMERICA INC 1 CHARITABLE REMAINDER UNITRUST (3) CHARITABLE TRUST MA OXFAM AMERICA INC T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OXFAM AMERICA ACTION FUND O 172049 FAIR VALUE OXFAM AMERICA ACTION FUND Q 69301 FAIR VALUE OXFAM AMERICA ACTION FUND N 7487 FAIR VALUE FORM 990, SCHEDULE R, PART I: IN JANUARY 2014, OXFAM ESTABLISHED A MASSACHUSETTS LIMITED LIABILITY COMPANY, WISE WOMEN'S EMPOWERMENT MANAGEMENT COMPANY, LLC ("WISE MANAGEMENT") TO SERVE AS MANAGER FOR THE WISE WOMEN'S EMPOWERMENT FUND I, LLC ("WISE FUND") (AN INVESTMENT FUND PROVIDING CREDIT GUARANTEES FOR WOMEN OWNED SMALL BUSINESSES IN GUATEMALA IN WHICH OXFAM WILL HAVE A MINORITY INTEREST). WISE MANAGEMENT AND WISE FUND COMMENCED OPERATIONS IN JULY 2014.