2025-11-16T12:23:23-06:00 2024-12-31 262246506 APERCEN PARTNERS LLC 455 N CITYFRONT PL DR 1730 CHICAGO IL 60611 990 2024-01-01 810737472 OPEN PHILANTHROPY OPEN 6508047100 314 LYTTON AVE PALO ALTO CA 94301 TOM VAN LOBEN SELS TREASURER 6508047100 2025-11-16 1 1 JACOB J ZEHNDER P01564049 6508047100 2024 2025-03-06 01:10:19Z CARI TUNA 314 LYTTON AVE PALO ALTO CA 94301 10224668 0 X N/A X 2015 CA TO STUDY AND ENGAGE IN RESEARCH TO IMPROVE THE EFFECTIVENESS AND IMPACT OF PHILANTHROPIC GIVING 5 5 31 6 0 0 2008061 1006674 0 0 1097763 795309 2622 1027 3108446 1803010 0 0 0 0 3741930 6474342 0 0 0 1205288 816692 4947218 7291034 -1838772 -5488024 26628515 21641481 263058 116782 26365457 21524699 THE MISSION OF OPEN PHILANTHROPY IS TO STUDY AND TO ENGAGE IN RESEARCH ANALYZING THE MOST PROMISING OPTIONS FOR ENSURING THAT PHILANTHROPY HAS A LASTING IMPACT ON IMPROVING THE LIVES OF AS MANY PEOPLE AS POSSIBLE. 0 0 7018156 THE ORGANIZATION ENGAGES IN STUDY AND RESEARCH TO DEVELOP DATA AND NEW INSIGHTS TO ASSIST PHILANTHROPIC ORGANIZATIONS AND THE GENERAL PUBLIC IMPROVE THE EFFECTIVENESS AND IMPACT OF THEIR OWN GIVING. THROUGH STUDY AND RESEARCH, THE ORGANIZATION IS GAINING LEARNING AND EXPERIENCE ABOUT THE CAUSES ACROSS PHILANTHROPIC CATEGORIES, INCLUDING DIRECT AID, RESEARCH AND DEVELOPMENT, AND POLICY ADVOCACY, SO THAT FUTURE GIVING WILL HAVE THE BROADEST AND MOST MEANINGFUL LONG-TERM IMPACT ON THE LIVES OF AS MANY PEOPLE AS POSSIBLE. 7018156 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 10 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X APERCEN PARTNERS LLC 6508047100 314 LYTTON AVE PALO ALTO CA 94301 X CARI TUNA PRESIDENT/DIRECTOR 0.50 5.00 X X 0 0 0 ALEXANDER BERGER CEO/DIRECTOR 2.00 4.00 X X 0 0 0 DIVESH MAKAN SECRETARY/DIRECTOR 0.50 1.50 X X 0 0 0 DUSTIN MOSKOVITZ DIRECTOR 0.50 1.50 X 0 0 0 HOLDEN KARNOFSKY DIRECTOR 2.00 4.00 X 0 0 0 TOM VAN LOBEN SELS TREASURER 0.50 2.00 X 0 0 0 DAVID ROODMAN SENIOR ADVISOR 40.00 X 268243 0 87691 HEATHER YOUNGS SENIOR PROGRAM OFFICER 40.00 X 294962 0 49409 JAMES SNOWDEN SENIOR PROGRAM OFFICER 40.00 X 272886 0 43053 THOMAS DAVIDSON SENIOR RESEARCH FELLOW 40.00 X 214446 0 47521 JOSPEH CARLSMITH SENIOR ADVISOR 40.00 X 205769 0 36434 1256306 0 264108 22 0 1 0 PHILANTHROPIC SERVICES CORP 314 LYTTON AVE PALO ALTO CA 94301 RESEARCH ADMINISTRATION 467000 1 1006674 1006674 597549 597549 8611541 7877 8412772 8886 198769 -1009 197760 197760 OTHER INCOME 900099 1027 1027 1027 1803010 0 0 796336 4841947 4841947 678872 678872 648328 648328 305195 305195 18585 18585 27300 27300 226582 121022 105560 73758 57440 16318 61215 33825 27390 30461 29508 953 276488 276488 26781 25531 1250 24459 24459 14474 14474 INVESTMENT EXPENSES 36589 36589 7291034 7018156 272878 0 548492 425945 4537374 1805577 106745 421011 53991 209995 115857 27374 22453 88483 21359460 18690470 26628515 21641481 263058 116782 263058 116782 X 26365457 21524699 26365457 21524699 26628515 21641481 -5488024 647266 0 X 0 0 0 X 2000833 1707383 1964308 2008061 1006674 8687259 2000833 1707383 1964308 2008061 1006674 8687259 1706685 6980574 588283 607860 516905 609228 597549 2919825 2622 1027 3649 11610733 0.60120 0.55930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115857 27374 88483 88483 X X 1 1 0 0 0 0 0 0 0 1 0 DAVID ROODMAN SENIOR ADVISOR 264139 0 0 0 4104 0 23000 0 64691 0 355934 0 0 0 HEATHER YOUNGS SENIOR PROGRAM OFFICER 290703 0 0 0 4259 0 23000 0 26409 0 344371 0 0 0 JAMES SNOWDEN SENIOR PROGRAM OFFICER 264080 0 0 0 8806 0 23000 0 20053 0 315939 0 0 0 THOMAS DAVIDSON SENIOR RESEARCH FELLOW 213831 0 0 0 615 0 17153 0 30368 0 261967 0 0 0 JOSPEH CARLSMITH SENIOR ADVISOR 202172 0 0 0 3597 0 23000 0 13434 0 242203 0 0 0 PART I, LINE 1A THE ORGANIZATION ADOPTED AN EXPENSE REIMBURSEMENT POLICY THAT PERMITS EMPLOYEES TO EXPENSE CERTAIN BUSINESS AND PERSONAL GOODS AND SERVICES, PROVIDED THAT THE GOODS AND SERVICES WILL INCREASE WORK PRODUCTIVITY. PURSUANT TO AN ACCOUNTABLE PLAN, EMPLOYEES MUST SUBMIT ALL EXPENSES WITH A DESCRIPTION OF THE BUSINESS PURPOSE, AND THE ORGANIZATION REVIEWS AND APPROVES ALL EXPENSES FOR REASONABLENESS PRIOR TO APPROVING REIMBURSEMENT. ALL REIMBURSABLE EXPENSES THAT ARE NOT DEDUCTIBLE BUSINESS EXPENSES ARE TREATED AS WAGES TO THE EMPLOYEES. FOUR HIGHEST-COMPENSATED EMPLOYEES LISTED IN SCHEDULE J PART II RECEIVED SUCH PAYMENTS DURING 2024. PART I, LINE 7 THE ORGANIZATION ADOPTED AN EXPENSE REIMBURSEMENT POLICY THAT PERMITS EMPLOYEES TO EXPENSE CERTAIN BUSINESS AND PERSONAL GOODS AND SERVICES, PROVIDED THAT THE GOODS AND SERVICES WILL INCREASE WORK PRODUCTIVITY. PURSUANT TO AN ACCOUNTABLE PLAN, EMPLOYEES MUST SUBMIT ALL EXPENSES WITH A DESCRIPTION OF THE BUSINESS PURPOSE, AND THE ORGANIZATION REVIEWS AND APPROVES ALL EXPENSES FOR REASONABLENESS PRIOR TO APPROVING REIMBURSEMENT. ALL REIMBURSABLE EXPENSES THAT ARE NOT DEDUCTIBLE BUSINESS EXPENSES ARE TREATED AS WAGES TO THE EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS DUSTIN MOSKOVITZ AND CARI TUNA HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND LEGAL COUNSEL AND THEN DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, KEY EMPLOYEES, COMMITTEE MEMBERS, SPOUSES OR DOMESTIC PARTNERS OF ANY OF THE LISTED PEOPLE, AND FORMER OFFICERS, DIRECTORS OR KEY EMPLOYEES WHO SERVED IN SUCH CAPACITY WITHIN THE FIVE PREVIOUS YEARS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A COVERED PERSON MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIPS. ALL NEWLY APPOINTED OR ELECTED BOARD MEMBERS OR OFFICERS SHALL DISCLOSE ALL KNOWN CONFLICTS OF INTEREST AND DISCLOSABLE RELATIONSHIPS UPON ASSUMPTION OF THEIR DUTIES, AND SHOULD A CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP DEVELOP, MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE SUCH ACTUAL OR POSSIBLE CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP. AFTER A POTENTIAL CONFLICT HAS BEEN DISCLOSED, THE BOARD OR COMMITTEE SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE DETERMINES THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THEN IT WILL BE INVESTIGATED AND DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTERESTS. COVERED PERSONS ARE REQUIRED TO REVIEW AND CERTIFY COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. GOOD VENTURES FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 461008520 PHILANTHROPY CA 501(C)(3) PF N/A 1 OPEN PHILANTHROPY ACTION FUND 314 LYTTON AVE PALO ALTO CA 94301 812644663 PHILANTHROPY CA 501(C)(4) N/A N/A 1 OPEN PHILANTHROPY ADVISORS INC 314 LYTTON AVE PALO ALTO CA 94301 992255770 PHILANTHROPY DE 501(C)(3) LINE 7 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0