2025-11-15T18:52:32-06:00 2024-12-31 135565207 KPMG LLP 401 UNION STREET SUITE 2800 SEATTLE WA 98101 990 2024-01-01 810623035 ALLIANCE FOR OPEN SOCIETY INT'L INC ALLI 2125480600 224 WEST 57TH STREET NEW YORK NY 10019 MAIJA ARBOLINO TREASURER 2125480600 2025-11-14 1 0 KATHRYN OKIMOTO P00746598 2069134000 2025-11-13 2024 2025-03-06 01:10:19Z MAIJA ARBOLINO 224 WEST 57TH STREET NEW YORK NY 10019 477457 0 X N/A X 2003 DE TO TRANSFORM CLOSED SOCIETIES INTO OPEN SOCIETIES AND TO PROTECT AND EXPAND (SEE SCH. O).TO TRANSFORM CLOSED SOCIETIES INTO OPEN SOCIETIES AND TO PROTECT AND EXPAND THE VALUES OF EXISTING OPEN SOCIETIES. X 4 1 0 1 0 0 15362169 0 0 0 312564 477457 0 0 15674733 477457 29560015 2100187 0 0 856630 41844 32106 0 0 1099240 179961 31547991 2321992 -15873258 -1844535 16346666 4735815 3968956 181847 12377710 4553968 X ALLIANCE FOR OPEN SOCIETY INTERNATIONAL, INC. ("AOSI") SEEKS TO TRANSFORM CLOSED SOCIETIES INTO OPEN SOCIETIES AND TO PROTECT AND EXPAND THE VALUES OF EXISTING OPEN SOCIETIES. AOSI'S PURPOSES INCLUDE: (SEE SCH. O)ALLIANCE FOR OPEN SOCIETY INTERNATIONAL, INC. ("AOSI") SEEKS TO TRANSFORM CLOSED SOCIETIES INTO OPEN SOCIETIES AND TO PROTECT AND EXPAND THE VALUES OF EXISTING OPEN SOCIETIES. AOSI'S PURPOSES INCLUDE: (A) COORDINATING, ADMINISTERING, AND ADVISING PROGRAMS BOTH IN THE UNITED STATES AND ABROAD ON A RANGE OF ISSUES, INCLUDING PUBLIC HEALTH, EDUCATION, AND, MORE GENERALLY, DEVELOPMENT OF CIVIL SOCIETY; (B) EDUCATING THE PUBLIC ABOUT ISSUES CONCERNING SOCIETIES ATTEMPTING TO TRANSFORM FROM TOTALITARIAN OR AUTHORITARIAN RULE TO DEMOCRATIC MARKETECONOMIES; AND (C) PROMOTING THE VALUES OF OPEN, DEMOCRATIC SOCIETIES THROUGHOUT THE WORLD. 0 1 1208966 1208966 0 EASTERN EUROPE PROGRAM-UKRAINE: IN 2022 THE UKRAINE DEMOCRACY FUND WAS LAUNCHED WITH THE AIM TO BRING TOGETHER PRIVATE AND PUBLIC DONORS TO SUPPORT CIVIL SOCIETY IN UKRAINE, IN RESPONSE TO RUSSIA'S ASSAULT ON UKRAINE AND DEMOCRACY, TO MOBILIZE INTERNATIONAL SUPPORT FOR UKRAINE AS WELL AS RESPOND TO THE BIGGEST HUMANITARIAN CRISIS IN EUROPE IN MANY DECADES. 890929 890929 0 SOUTH AFRICA CONSTITUTIONALISM FUND: THE PROGRAM HAS A MANDATE TO SUPPORT THE EFFORTS OF CIVIL SOCIETY ORGANIZATIONS TO PROMOTE AND ADVANCE CONSTITUTIONALISM IN SOUTH AFRICA. IN ADDITION, EMPHASIS IS PLACED ON INTERNAL INSTITUTIONAL TRANSFORMATION SUCH THAT KEY ORGANIZATIONS IN THE FIELD REFLECT THE NATIONAL DEMOGRAPHIC. THIS MANDATE ALSO EXTENDS TO THE SUSTAINABILITY AND TRANSFORMATION OF THE FIELD MORE BROADLY. 42338 292 0 US PROGRAMS - OSI BALTIMORE: BALTIMORE PROGRAMS RESTRICTED TO SEVEN CORE PROGRAM AREAS THAT SUPPORT PLACE-BASED WORK: COMMUNITY FELLOWSHIPS PROGRAM, STRATEGIC COMMUNICATIONS, CRIMINAL AND JUVENILE JUSTICE, ADDICTION AND HEALTH EQUITY, EDUCATION AND YOUTH DEVELOPMENT, ECONOMIC JUSTICE, AND OTHER SPECIAL PROJECTS. 13536 0 0 OTHERS - SERVICES PROVIDED BY GRANTS MANAGEMENT IN SUPPORT OF AOSI-RELATED PROGRAMS. 13536 0 0 2155769 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD NY X MAIJA ARBOLINO 2125480600 224 WEST 57TH STREET NEW YORK NY 10019 BINAIFER NOWROJEE PRESIDENT/DIRECTOR AS OF 12/13/24) 2.00 38.00 X X 0 904219 154756 MAIJA ARBOLINO DIRECTOR/TREASURER 2.00 38.00 X X 0 453046 122851 DEBBIE FINE DIRECTOR/SECRETARY 2.00 38.00 X X 0 550137 103597 ALEXANDER SOROS DIRECTOR 1.00 6.00 X 0 0 0 LEONARD BENARDO VICE PRESIDENT (UNTIL 12/13/24) 2.00 38.00 X 0 796706 157690 LORNA TRACY BROWN TEAM MANAGER 0.00 0.00 X 0 148893 0 PAMELA KING SENIOR PROGRAM MANAGER 0.00 0.00 X 0 173559 0 MICHAEL CAMLIN PROGRAM MANGER 0.00 0.00 X 0 101074 0 KAREN WEBBER SENIOR TEAM MANAGER 0.00 0.00 X 0 148970 0 PRISCILLA NEWTON SENIOR PROGRAM OFFICER 0.00 0.00 X 0 144779 0 MARK MALLOCH-BROWN FORMER PRESIDENT 0.00 0.00 X 0 1046933 167530 0 4468316 706424 0 1 1 0 0 477457 477457 477457 0 0 477457 890929 890929 292 292 1208966 1208966 38870 38870 2974 2974 5493 5493 56806 56806 150 150 95 95 52 52 17132 17132 REIMB TO OSI 86849 13536 73313 TAX REGISTRATION 10303 10303 BANK FEES 7889 7889 ADVERTISING/MARKETING -170 -170 -4638 -4638 2321992 2155769 166223 0 0 14252177 4707774 2000000 22742 15522 8037 56225 20004 16346666 4735815 101338 72109 3293763 573855 109738 3968956 181847 X 102072 224622 12275638 4329346 12377710 4553968 16346666 4735815 X -1844535 230983 -6210190 X 0 1 X 1 0 X 4173770 30206303 25805889 9362169 69548131 4173770 30206303 25805889 9362169 69548131 41111434 28436697 4305 3455700 76445 90631 477457 4104538 42 42 73652711 0.38610 0.36100 X PART II, SECTION A, LINES 1 AND 5 ALLIANCE FOR OPEN SOCIETY REDUCED ITS 2023 CONTRIBUTIONS RECEIVED BY $6,000,000 DUE TO RETURNING UNUSED FUNDS BACK TO THE GRANTEE DURING THE 2024 TAX YEAR. 0 PAYABLE TO OSI 100091 PAYABLE TO FPRI 9647 109738 X -5542421 230983 -6250711 -6019728 477307 150 150 477457 2281321 -40521 -40521 2321842 150 150 2321992 PART X, LINE 2: AOSI IS EXEMPT FROM FEDERAL INCOME TAXES, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AOSI RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETURN OF UNSPENT CONTRIBUTIONS -6,250,711. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVERSAL OF GRANT EXPENSES -801,128. LOSS ON FOREIGN CURRENCY TRANSLATION 760,607. 1 EUROPE 0 0 GRANTMAKING 1208966 0 0 0 0 0 0 1208966 0 1208966 EUROPE TO PROVIDE GENERAL SUPPORT 67994 WIRE 0 EUROPE TO PROVIDE GENERAL SUPPORT 90000 WIRE 0 EUROPE TO SUPPORT THE EUROPEAN HUMAN RIGHTS ADVOCACY CENTRE, A FISCALLY-SPONSORED PROJECT OF THE GRANTEE, TO PURSUE LITIGATION, ADVOCACY, AND CAPACITY-BUILDING THAT ADVANCES JUSTICE FOR GRAVE HUMAN RIGHTS VIOLATIONS IN UKRAINE AND CONTRIBUTES TO THE RESILIENCE OF UKRAINIAN PARTNERS 322000 WIRE 0 EUROPE TO ENHANCE GERMAN SOLIDARITY WITH UKRAINE BY FOSTERING EXPERT EXCHANGE BETWEEN UKRAINE AND GERMANY 217222 WIRE 0 EUROPE TO PROVIDE GENERAL SUPPORT 60000 WIRE 0 EUROPE TO SUPPORT EFFORTS THAT WILL CONTRIBUTE TO HOLDING BELARUS AND RUSSIA ACCOUNTABLE AT THE 2024 OLYMPIC AND PARALYMPIC GAMES 20000 WIRE 0 EUROPE TO SURFACE CREATIVE AND ACTIONABLE IDEAS FOR ACHIEVING JUSTICE AND ACCOUNTABILITY IN UKRAINE AND BEYOND 244750 WIRE 0 EUROPE TO SUPPORT ESTABLISHING A UKRAINE WAR ARCHIVE OF NEWS FOOTAGE, FOR USE BY JOURNALISTS, RESEARCHERS, AND ADVOCATES 150000 WIRE 0 EUROPE TO SUPPORT THE PRESERVATION AND RESTORATION OF UKRAINIAN CULTURE AND TO EDUCATE THE FUTURE GENERATION ABOUT THE WAR AGAINST UKRAINE 37000 WIRE 0 0 9 0 0 0 0 0 0 PART I, LINE 2: THE GRANTEES FUNDED BY AOSI ARE IDENTIFIED, RECOMMENDED, AND APPROVED BY AOSI BOARD MEMBERS. THE PRIMARY MONITORING MECHANISMS ARE NARRATIVE AND FINANCIAL REPORTS THAT ARE REQUIRED ON AT LEAST AN ANNUAL BASIS. SITE VISITS MAY BE CONDUCTED IF THE NEED OR OPPORTUNITY ARISES BUT ARE NOT A REGULAR COMPONENT OF GRANT MONITORING. SCHEDULE F, PART I, LINE 3: THE PROGRAM SERVICES ARE REPORTED ON THE ACCRUAL BASIS. 1 NEW VENTURE FUND 1828 L STREET NW SUITE 300 A WASHINGTON DC 20036 205806345 501(C)(3) 890929 0 TO SUPPORT THE DIGNITY AND JUSTICE FUND, A FISCALLY SPONSORED PROJECT OF THE GRANTEE 1 0 PART I, LINE 2: THE GRANTEES FUNDED BY AOSI ARE IDENTIFIED, RECOMMENDED, AND APPROVED BY AOSI BOARD MEMBERS. THE PRIMARY MONITORING MECHANISMS ARE NARRATIVE AND FINANCIAL REPORTS THAT ARE REQUIRED ON AT LEAST AN ANNUAL BASIS. SITE VISITS MAY BE CONDUCTED IF THE NEED OR OPPORTUNITY ARISES, BUT ARE NOT A REGULAR COMPONENT OF GRANT MONITORING. 1 1 0 0 0 0 0 0 0 MARK MALLOCH-BROWN FORMER PRESIDENT 0 826043 0 0 0 220890 0 100637 0 66893 0 1214463 0 0 BINAIFER NOWROJEE PRESIDENT/DIRECTOR AS OF 12/13/24) 0 904219 0 0 0 0 0 109183 0 45573 0 1058975 0 0 LEONARD BENARDO VICE PRESIDENT (UNTIL 12/13/24) 0 791804 0 0 0 4902 0 92321 0 65369 0 954396 0 0 DEBBIE FINE DIRECTOR/SECRETARY 0 536905 0 13232 0 0 0 54584 0 49013 0 653734 0 0 MAIJA ARBOLINO DIRECTOR/TREASURER 0 440584 0 4938 0 7524 0 51750 0 71101 0 575897 0 0 PAMELA KING SENIOR PROGRAM MANAGER 0 0 0 0 0 173559 0 0 0 0 0 173559 0 0 PART I, LINES 4A-B SEVERANCE PAYMENTS - THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2024: PAMELA KING $173,559; KAREN WEBBER $148,970; TRACY BROWN $148,893; PRISCILLA NEWTON $144,779; AND MICHAEL CAMLIN $101,074. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - THE FOLLOWING INDIVIDUALS PARTICIPATED IN A IRC SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ("THE PLAN") SPONSORED BY THE RELATED ORGANIZATION. THE FOLLOWING 457(F) AMOUNTS CONTRIBUTED DURING 2024: LEONARDO BENARDO $40,571; BINAIFER NOWROJEE $57,433 AND DEBBIE FINE $2,834. SCHEDULE J, PART II, COLUMN (B)(I): A PORTION OF MARK MALLOCH-BROWN'S TAXABLE WAGES PAID BY A RELATED ORGANIZATION WERE REPORTED IN BRITISH POUNDS. THE AVERAGE FOREIGN EXCHANGE RATE FOR THE 2024 YEAR WAS USED TO CONVERT TO U.S. DOLLARS. CASH - RETURN OF UNSPENT CONTRIBUTIONS 2024-02-15 6000000 FMV 263753801 FOUNDATION TO PROMOTE OPEN SOCIETY 224 WEST 57TH STREET NEW YORK NY 10019 501(C)(3) CASH - RETURN OF UNSPENT CONTRIBUTIONS 2024-01-12 250711 FMV 526000769 MAYOR AND CITY COUNCIL OF BALTIMORE 100 N HOLLIDAY STREET SUITE BALTIMORE MD 21202 GOVERNMENT AGENCY 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: ALEXANDER SOROS, DEBBIE FINE AND MAIJA ARBOLINO PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: ALEXANDER SOROS SERVES AS DIRECTOR FOR AOSI AND FPOS; DEBBIE FINE IS THE DIRECTOR/SECRETARY FOR AOSI AND ALSO SERVES AS SECRETARY FOR FPOS; AND MAIJA ARBOLINO IS THE DIRECTOR/TREASURER FOR AOSI AND TREASURER FOR FPOS. FORM 990, PART III, LINE 3 SOUTH AFRICA CONSTITUTIONALISM FUND PROGRAM OWNERSHIP WAS TRANSFERRED TO NEW VENTURE FUND IN 2024 AND THE AFGHANISTAN PROGRAM WAS CONCLUDED IN 2023. FORM 990, PART VI, SECTION A, LINE 2 MAIJA ARBOLINO, DEBBIE FINE, LEONARDO BERNARDO, ALEXANDER SOROS, AND BINAIFER NOWROJEE HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B AOSI'S BOARD IS IN CHARGE OF REVIEWING THE AUDITED FINANCIAL STATEMENTS AND THE 990 TAX RETURN. 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 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AOSI CONFLICTS OF INTEREST AND GIFT ("THE POLICY") REQUIRES BOARD MEMBERS, OFFICERS, EXPERT/ADVISORY COMMITTEE MEMBERS, AND EMPLOYEES TO CERTIFY COMPLIANCE WITH THE POLICY AND DISCLOSE AFFILIATIONS WITH ORGANIZATIONS OR INDIVIDUALS WITH WHOM AOSI DOES BUSINESS ON AN ANNUAL BASIS. THE POLICY REQUIRES BOARD MEMBERS, OFFICERS, EXPERT/ADVISORY COMMITTEE MEMBERS, AND EMPLOYEES THAT HAVE AN "INTEREST" (AS THAT TERM IS DEFINED IN THE POLICY), WITH RESPECT TO A "TRANSACTION" (AS THAT TERM IS DEFINED IN THE POLICY) BEING CONSIDERED FOR APPROVAL BY THE BOARD, TO DISCLOSE THE INTEREST, IN WRITING, TO AOSI. IF THE TRANSACTION IS BEING CONSIDERED FOR APPROVAL BELOW THE BOARD LEVEL, THE INDIVIDUAL SHALL DISCLOSE THE INTEREST, IN WRITING, TO THE PRESIDENT OF THE BOARD. MOREOVER, THE POLICY REQUIRES SUCH INDIVIDUALS TO RECUSE THEMSELVES FROM CONSIDERATION OF THE RELEVANT TRANSACTION AND ALL RELATED DISCUSSIONS, UNLESS THEY ARE ASKED BY THE DECISION-MAKERS TO PROVIDE NECESSARY INFORMATION REGARDING THE PROPOSED TRANSACTION. IN NO EVENT MAY INTERESTED INDIVIDUALS APPROVE TRANSACTIONS IN WHICH THEY HAVE AN INTEREST, NOR MAY THEY BE PRESENT WHEN A VOTE IS TAKEN WITH RESPECT TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEES OF OPEN SOCIETY INSTITUTE ("OSI"), A RELATED SECTION 501(C)(3) ORGANIZATION, PERFORM SERVICES FOR AOSI, ARE SECONDED TO AOSI, AND SERVE AS OFFICERS OF AOSI. AOSI DOES NOT REIMBURSE OSI OR PAY OFFICERS COMPENSATION FOR TIME SPENT ON AOSI MATTERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON FOREIGN CURRENCY TRANSLATION -760,607. REVERSAL OF GRANT EXPENSES 801,128. RETURN OF UNSPENT FUNDS FROM PRIOR YEAR'S GRANT -6,250,711. FORM 990, PART XI, LINE 6: EFFECTIVE SEPTEMBER 1, 2003, AOSI ENTERED INTO AN AGREEMENT WITH OSI WHEREBY OSI AGREED TO PROVIDE CERTAIN SERVICES TO AOSI. PURSUANT TO THE AGREEMENT, OSI MAINTAINS ON ITS PAYROLL AND BENEFIT PLANS CERTAIN EMPLOYEES WHO PROVIDE SERVICES TO AOSI. OSI ALSO PROVIDES SPACE AND OTHER SUPPORT SERVICES UNDER THE AGREEMENT. DURING THE YEAR ENDED DECEMBER 31, 2024, AOSI RECORDED EXPENSES OF $142,000 FOR SERVICES UNDER THE AGREEMENT, INCLUDING $129,000 FOR SALARIES AND BENEFITS. AT DECEMBER 31, 2024, AOSI HAD A PAYABLE OF $100,000 DUE TO OSI FOR SERVICES RENDERED UNDER THE AGREEMENT. OPEN SOCIETY INSTITUTE 224 WEST 57TH STREET NEW YORK NY 10019 137029285 CHARITABLE NY 501(C)(3) PF AOSI 1 FOUNDATION TO PROMOTE OPEN SOCEITY INSTITUTE 224 WEST 57TH STREET NEW YORK NY 10019 263753801 CHARITABLE DE 501(C)(3) PF N/A 0 SOROS ECONOMIC DEVELOPMENT FUND 224 WEST 57TH STREET NEW YORK NY 10019 133965896 CHARITABLE NY 501(C)(3) PF AOSI 1 OPEN SOCIETY ACTION FUND INC 224 WEST 57TH STREET NEW YORK NY 10019 522028955 CHARITABLE DC 501(C)(4) N/A 0 FUND FOR POLICY REFORM INC 224 WEST 57TH STREET NEW YORK NY 10019 264351242 CHARITABLE DE 501(C)(4) N/A 0 FUND FOR POLICY REFORM BRYN MAWR TRUST 300 BELLEVUE PARKWA WILMINGTON DE 19809 357090597 CHARITABLE DE 501(C)(4) N/A 0 OPEN SOCIETY FOUNDATION LONDON 21-24 MILLBANK 7TH FLOOR LONDON UK SW1P 4QP CHARITABLE UK N/A 0 OPEN SOCIETY FUND INC 224 WEST 57TH STREET NEW YORK NY 10019 133095822 CHARITABLE NY 501(C)(3) PF N/A 0 OPEN SOCIETY INSTITUTE MGMT SVCS LTD 27 GREGORY AFEXTIOU AVE LARNACA CY 6021 REAL ESTATE CY N/A C 0 BULGARIAN BUILDING FUND EOOD 1 BALSHA STR BLOCK 9 SOFIA BU 1408 REAL ESTATE BU N/A C 0 OPEN SOCIETY INSTITUTE COMPANY LTD PO BOX 2913 KENYATTA N HOSPITAL NAIROBI KE 20723-0202 CHARITABLE KE N/A C 0 QUANTUM ENDOWMENT CAYMAN FUND LIMITED 27 HOSPITAL ROAD GEORGETOWN CJ KY-9008 INVESTMENT CJ N/A C 0 QUANTUM ENDOWMENT CAYMAN LIMITED 27 HOSPITAL ROAD GEORGETOWN CJ KY-9008 INVESTMENT CJ N/A C 0 FPR INVESTMENT LTD 27 HOSPITAL ROAD GEORGETOWN CJ KY-9008 INVESTMENT CJ N/A C 0 SESSILE OAK FEEDER FUND LTD 190 ELGIN AVENUE GEORGETOWN CJ KY1-9005 INVESTMENT CJ N/A C 0 QFPOS LLC 190 ELGIN AVENUE GEORGETOWN CJ KY1-9005 INVESTMENT CJ N/A C 0 QFPOS LTD 190 ELGIN AVENUE GEORGETOWN CJ KY1-9005 INVESTMENT CJ N/A C 0 FPR CAPITAL HOLDINGS LLC 250 WEST 55TH ST 29TH FL NEW YORK NY 10019 INVESTMENT DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 OPEN SOCIETY INSTITUTE P 589069 FMV