2024-11-15T13:20:15-06:00 2023-12-31 262246506 APERCEN PARTNERS LLC 314 LYTTON AVE PALO ALTO CA 94301 990 2023-01-01 812644663 OPEN PHILANTHROPY ACTION FUND OPEN 6508047100 314 LYTTON AVE PALO ALTO CA 94301 TOM VAN LOBEN SELS TREASURER 6508047100 2024-11-15 1 1 JACOB J ZEHNDER P01564049 6508047100 2023 2024-10-15 13:58:12Z CARI TUNA 314 LYTTON AVE PALO ALTO CA 94301 157040924 0 X N/A X 2016 CA STUDY AND PROMOTE MORE EFFECTIVE GIVING FOR PUBLIC POLICY, ADVOCACY AND SOCIAL WELFARE PURPOSES 5 5 0 6 0 0 48822644 77706437 0 0 1275914 1628050 0 0 50098558 79334487 41806597 55937881 0 0 0 0 0 0 0 13476601 21571051 55283198 77508932 -5184640 1825555 31980708 30728049 50502279 47424065 -18521571 -16696016 X THE MISSION OF OPEN PHILANTHROPY ACTION FUND IS TO STUDY AND PROMOTE MORE EFFECTIVE GIVING FOR PUBLIC POLICY, ADVOCACY AND SOCIAL WELFARE PURPOSES. THE ORGANIZATION SEEKS TO MAXIMIZE THE IMPACT THAT PHILANTHROPIC GIVING CAN HAVE ON PUBLIC POLICY AND FURTHER SOCIAL WELFARE. THROUGH RESEARCH, EDUCATION, ADVOCACY AND GRANTMAKING, THE ORGANIZATION ALSO SEEKS TO BRING ABOUT IMPROVEMENT IN SELECT PUBLIC POLICY AREAS. THE ORGANIZATION PROMOTES THE GENERAL WELFARE OF INDIVIDUALS AND THEIR COMMUNITIES BY SUPPORTING MORE EFFECTIVE FORMS OF PHILANTHROPIC GIVING IN THE PUBLIC POLICY ARENA AND FOR SOCIAL WELFARE CAUSES, AND BY ADVOCATING FOR BENEFICIAL CHANGES IN PUBLIC POLICY. 0 0 77131644 55937881 THE ORGANIZATION MADE GRANTS TO SECTION 501(C)(3) CHARITIES, SECTION 501(C)(4) SOCIAL WELFARE ORGANIZATIONS AND OTHER TYPES OF ENTITIES FOR GENERAL SUPPORT OR SPECIFIC PROJECTS CONSISTENT WITH THE ORGANIZATION'S GOALS. THE ORGANIZATION MADE DISTRIBUTIONS TO RESEARCH AND EFFECT CHANGE IN THE FOCUS AREAS WITHIN ITS MISSION AND IN OTHER PUBLIC POLICY AREAS IN WHICH IT DETERMINED THAT SUCH FUNDS CAN HAVE A SIGNIFICANT IMPACT. WITH FUNDS FROM THE ORGANIZATION, GRANTEES AND CONTRACTORS MAY CONDUCT A RANGE OF ACTIVITIES, INCLUDING RESEARCH, PUBLIC EDUCATION AND ADVOCACY, AND DIRECT OR GRASSROOTS LOBBYING, ALL FOR THE PURPOSE OF PROMOTING SOCIAL WELFARE. 77131644 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 102 0 1 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 2.00 1.50 X X 0 0 0 ALEXANDER BERGER CEO/DIRECTOR (CO-CEO THRU 7/23/23) 2.00 2.00 X X 0 0 0 HOLDEN KARNOFSKY DIRECTOR (CO-CEO THRU 7/23/23) 2.00 2.00 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 TOM VAN LOBEN SELS TREASURER 0.50 1.50 X 0 0 0 0 0 0 0 0 0 0 PHILANTHROPIC SERVICES CORP 314 LYTTON AVE PALO ALTO CA 94301 GRANT ADMINISTRATION 14508000 KURZGESAGT GMBH LANDWEHRSTRASSE 39 MUNICH GM 80336 VIDEOGRAPHY/TRANSLATION 2788551 GR JAPAN KK JUZEN BLDG 101 2-9-6 NAGATACHO CH TOKYO JA PROJECT CONSULTING 1198045 MISSION REALIZATION PARTNERS LLC 385 EATON DR NORTHVILLE MI 48167 PROJECT CONSULTING 496000 FAI FARMS LTD THE BARN WYTHAM OXFORD UK OX2 8QJ PROJECT CONSULTING 479250 10 77706437 77706437 77706437 1964462 1964462 77370025 77706437 -336412 -336412 -336412 79334487 0 0 1628050 X 35709060 35709060 2919370 2919370 17309451 17309451 68970 49904 19066 26670 26670 20758178 20758178 1362 312 1050 15523 15523 GRANTEE PROJECT/TAX EXP 385369 385369 TAX ON 527 EXPENDITURES 314979 314979 77508932 77131644 377288 0 131294 503964 29036604 28810591 2812810 1413494 31980708 30728049 2752594 501321 47539706 46607765 209979 314979 50502279 47424065 X -18521571 -16696016 -18521571 -16696016 31980708 30728049 1825555 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1500000 0 1500000 1500000 1 1 0 0 PART I-A, LINE 1: THE ORGANIZATION FUNDS SOME GRANTS IN SUPPORT OF WORK INVOLVING POLITICAL ACTIVITY, INCLUDING SUPPORTING THE ELECTION OF PUBLIC OFFICIALS WHO EXPRESS POLICY POSITIONS CONSISTENT WITH THE ORGANIZATION'S MISSION. 0 TAX ON 527 EXPENDITURES 314979 314979 X 79779764 445277 445277 79334487 0 79334487 77954209 445277 445277 77508932 0 77508932 PART X, LINE 2: FINANCIAL STATEMENT FOOTNOTE REPORTING UNCERTAIN TAX POSITIONS: THE ORGANIZATION RECOGNIZES THE TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL EXCISE TAX EXPENSE. 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IF THE GRANT IS FOR A SPECIFIC PROJECT OR PURPOSE, THE GRANT AGREEMENT INCLUDES THE SAFEGUARDS DESCRIBED ABOVE AND THE RECIPIENT ORGANIZATION MUST PROVIDE REPORTING ON THE RESULTS OF THE PROJECT OR PURPOSE. IN EACH CASE, THE GRANTEE MUST PROVIDE ADDITIONAL INFORMATION AND REPORTING UPON THE ORGANIZATION'S REQUEST. PART I, LINE 3: EXPENSES REPORTED ON LINE 3 ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD. THE ORGANIZATION HAS INDEPENDENT CONTRACTORS OUTSIDE THE UNITED STATES, BUT NO EMPLOYEES OR AGENTS. PART II, LINE 1 (ACCOUNTING METHOD): GRANTS REPORTED IN PART II ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD. 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INDIVIDUAL GRANTS PROGRAM 104 3166915 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANTS INSIDE THE UNITED STATES: IF THE GRANT IS FOR GENERAL SUPPORT, THE RECIPIENT CERTIFIES VIA THE GRANT AWARD LETTER THAT THE FUNDS WILL FURTHER THE ORGANIZATION'S PURPOSE IN ACCORDANCE WITH THE ORGANIZATION'S TAX-EXEMPT STATUS AND THE RECIPIENT'S TAX-EXEMPT STATUS (AS APPLICABLE) AND THAT NO FUNDS WILL BE USED FOR ACTIVITY DEFINED UNDER IRC SECTION 527(E)(2), UNLESS THE GRANT IS BEING MADE FOR IRC SECTION 527 PURPOSES. IF THE GRANT IS FOR A SPECIFIC PROJECT OR PURPOSE, THE GRANT AGREEMENT INCLUDES THE SAFEGUARDS DESCRIBED ABOVE AND THE RECIPIENT ORGANIZATION OR INDIVIDUAL MUST PROVIDE REPORTING ON THE RESULTS OF THE PROJECT OR PURPOSE. IN EACH CASE, THE GRANTEE MUST PROVIDE ADDITIONAL INFORMATION AND REPORTING UPON THE ORGANIZATION'S REQUEST. X 6 77706437 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS. 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 AND STATE LAW. FORM 990, PART IX, LINE 11G GRANT ADMINISTRATION SERVICES: PROGRAM SERVICE EXPENSES 12,827,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,827,000. PROJECT CONSULTING: PROGRAM SERVICE EXPENSES 7,931,178. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. 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