2012-03-15T13:50:01-05:00 2011-10-31 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2010-11-01 237069110 OXFAM-AMERICA INC OXFA 6174821211 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 MARK KRIPP 6174821211 2012-03-15 1 CRAIG KLEIN 6177610600 2010 2016-02-24 21:20:13Z RAYMOND OFFENHEISER 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 120439271 0 X WWW.OXFAMAMERICA.ORG X 1974 MA CREATE LASTING SOLUTIONS TO POVERTY, HUNGER, AND INJUSTICE. 19 19 303 1292 0 0 84320475 77158483 0 0 384951 1212834 160456 136251 84865882 78507568 29833573 23087075 0 0 24103460 28030062 2129210 1826844 10629321 21302981 22014030 77369224 74958011 7496658 3549557 97875378 99690397 12579322 11651973 85296056 88038424 X OXFAM AMERICA IS AN INTERNATIONAL RELIEF AND DEVELOPMENT ORGANIZATION THAT CREATES LASTING SOLUTIONS TO POVERTY, HUNGER, AND INJUSTICE. WITH INDIVIDUALS AND LOCAL GROUPS IN MORE THAN 90 COUNTRIES, OXFAM SAVES LIVES, HELPS PEOPLE OVERCOME POVERTY AND FIGHTS FOR SOCIAL JUSTICE. 0 0 23007543 12457699 0 SAVING LIVES: WHEN DISASTER STRIKES, OXFAM AND ITS LOCAL PARTNERS MOVE QUICKLY TO MEET PEOPLE'S EMERGENCY NEEDS. WE CONTINUE TO WORK WITH THOSE COMMUNITIES AS THEY REBUILD FOR A BETTER AND SAFER FUTURE. OUR AIM IS TO HELP PEOPLE BECOME LESS VULNERABLE TO DISASTERS BY ADDRESSING THE ROOT CAUSES OF THE POVERTY THAT PUTS THEM IN HARM'S WAY. FOR EXAMPLE, IN 2011, OXFAM HELPED OVER 2 MILLION PEOPLE IN DROUGHT AFFECTED EAST AFRICA BY DRILLING WELLS, REHABILITATING EXISTING WATER SUPPLIES, VACCINATING ANIMALS TO ENSURE THEIR STRENGTH DURING THIS TIME OF GREAT STRESS, PROVIDING PEOPLE WITH CASH TO BUY FOOD AND OFFERING SANITATION AND PUBLIC HEALTH PROMOTION TO STEM THE SPREAD OF WATERBORNE DISEASES. 16383018 7630008 DEVELOPING PROGRAMS TO HELP PEOPLE OVERCOME POVERTY: OXFAM AMERICA HELPS PEOPLE LIVING IN POVERTY CLAIM AND DEFEND THEIR BASIC HUMAN RIGHTS SO THEY CAN IMPROVE THEIR LIVES. ACCESS TO THESE RIGHTS UNLOCKS THE POTENTIAL TO CHANGE CONDITIONS THAT TRAP PEOPLE IN POVERTY. IN 2011 WE MADE 209 GRANTS - INVESTMENTS IN OUR COMMUNITY FINANCE PROGRAM (WHOSE MEMBERSHIP CROSSED THE 500,000 MARK AND TOTAL GROUP FUNDS EXCEEDED $10,300,000); WORKED WITH COMMUNITIES AFFECTED BY OIL, GAS, AND MINING OPERATIONS (WORKING WITH LOCAL PARTNERS IN 11 COUNTRIES IN WEST AFRICA, LATIN AMERICA AND SOUTHEAST ASIA), AND AGRICULTURE AND WATER MANAGEMENT (INCLUDING A PROJECT IN ETHIOPIA THAT IRRIGATES NEARLY 500 ACRES OF FARMLAND, BRINGING RELIABLE HARVESTS AND THE PROSPECT OF BETTER LIVES TO MORE THAN 400 FARMERS AND THEIR FAMILIES. 9978560 1715976 CAMPAIGNING FOR SOCIAL JUSTICE: OXFAM AMERICA ADVOCATES FOR JUST GOVERNMENT POLICIES AND CORPORATE PRACTICES. WE SUPPORT THE RIGHT OF PEOPLE LIVING IN POOR COMMUNITIES TO PARTICIPATE MEANINGFULLY IN DISCUSSIONS ABOUT ISSUES AFFECTING THEIR FAMILIES, THEIR LIVELIHOODS, AND THEIR LAND. PRIORITIES INCLUDED LAUNCHING THE GROW CAMPAIGN FOCUSED ON INVESTMENT IN SMALL-SCALE FOOD PRODUCERS, ENDING EXCESSIVE SPECULATION IN AGRICULTURAL COMMODITIES, MODERNIZING FOOD AID, AND REGULATING LAND AND WATER GRABS. IN PERU, WE WORKED WITH INDIGENOUS COMMUNITIES TO HELP PASS THE INDIGENOUS PEOPLE'S CONSULTATION LAW, AND IN GHANA, OXFAM AMERICA HELPED ESTABLISH THE CIVIL SOCIETY PLATFORM ON OIL AND GAS THAT PROVIDES ITS MORE THAN 120 MEMBERS WITH SIGNIFICANT CREDIBILITY WITH THE GOVERNMENT, COMPANIES, AND DONORS. 9834913 1283392 PUBLIC EDUCATIONPOLICY & ADVOCACYCAMPAIGNSPROGRAM EVALUATIONOTHER DEVELOPMENT PROGRAMS 9834913 1283392 59204034 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 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 X 128 0 1 303 1 0 1 CB ES PE SU ET SG ML SF HA 0 0 0 1 1 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 0 0 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 MARK KRIPP 6177282558 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 GABERMAN BARRY 4.00 X X 0 0 0 SHERMAN WENDY 3.00 X X 0 0 0 HAMILTON JOE H 2.00 X X 0 0 0 BAPNA MANISH 1.50 X 0 0 0 BECKER ELIZABETH 1.00 X 0 0 0 BROWN L DAVID 2.00 X 0 0 0 CONWAY ROSALIND 1.50 X 0 0 0 DONIGER DAVID 2.00 X 0 0 0 DOWN JAMES 2.50 X 0 0 0 FOX JONATHAN 1.00 X 0 0 0 GARRELS ANNE L 1.50 X 0 0 0 GLANTZ GINA 1.00 X 0 0 0 LOUGHREY JOSEPH 1.50 X 0 0 0 MAKINO SHIGEKI 2.00 X 0 0 0 NGUYEN MINH CHAU 1.00 X 0 0 0 REISS STEVEN 1.00 X 0 0 0 RYAN TEYA 0.50 X 0 0 0 SAWITSKY KITT 2.00 X 0 0 0 SEWALL SARAH 2.00 X 0 0 0 WIDMANN ROGER 1.50 X 0 0 0 GLICKMAN DAN 0.50 X 0 0 0 OFFENHEISER RAYMOND 40.00 X 327192 0 54986 KRIPP MARK 40.00 X 158681 0 37644 JACOBS DIDIER 40.00 X 92518 0 23534 DANIELL JAMES 40.00 X 248187 0 45812 AMBLER JOHN S 40.00 X 196321 0 26388 KURZINA STEPHANIE O 40.00 X 208804 0 33612 O'BRIEN DANIEL PAUL 40.00 X 157739 0 31513 DELANEY MICHAEL 40.00 X 112881 0 31594 DELGADO LINDA 40.00 X 124389 0 18880 GLENZER KENT DIR OF LEARNING 40.00 X 123235 0 18465 LANGEVIN ADELE 40.00 X 144950 0 15733 MURIU MUTHONI 40.00 X 132811 0 13278 2027708 0 351439 28 0 1 0 GRASSROOTS CAMPAIGNS 1888 SHERMAN STREET 210 DENVER CO 80203 FUNDRAISING 1095266 O'BRIEN MCCONNELL & PEARSON INC 1133 19TH STREET NW SUITE 300 WASHINGTON DC 20036 FUNDRAISING/MARKETING/CONSULTING 381654 SHARE GROUP INC PO BOX 55183 BOSTON MA 02205 TELEMARKETING 301645 FREEDOM FROM HUNGER PO BOX 2000 DAVIS CA 95617 CONSULTING 257253 M&R STRATEGIC SERVICES 2120 L STREET NW WASHINGTON DC 20037 FUNDRAISING 176156 10 77158483 2522115 77158483 1156584 1156584 129634 129634 41980993 6960 41924320 7383 56673 -423 56250 56250 MISCELLANEOUS 900099 6617 6617 6617 78507568 0 0 1349085 1019194 1019194 22067881 22067881 1774531 690496 796272 287763 20709022 16445976 1874422 2388624 891074 716163 92525 82386 3123605 2387358 348899 387348 1531830 1134884 192151 204795 151440 39084 112263 93 152955 41955 111000 227774 227774 1826844 1826844 102561 71793 30768 3614416 3034599 287310 292507 604445 362532 341 241572 3362569 1095187 102462 2164920 966016 519423 131079 315514 2624878 2056293 331039 237546 3505460 3200201 166602 138657 1095625 1035562 32774 27289 504819 400279 32308 72232 1042255 886178 84703 71374 94312 49307 42866 2139 DESIGN AND PRINTING 1160611 384930 4711 770970 MAILING/POSTAGE 788586 168179 411 619996 MEMBERSHIPS/DUES/SUBS. 230202 153157 48379 28666 1785106 1087442 260346 437318 74958011 59204034 5124656 10629321 1304923 6603183 8590271 14065261 273897 566724 507207 955044 1693508 11137045 8199446 2423704 2937599 83237256 72996005 1090283 320910 97875378 99690397 4607002 4558686 3963516 3102991 75597 212545 3933207 3777751 12579322 11651973 X 35498565 36137103 48078329 50105767 1719162 1795554 85296056 88038424 97875378 99690397 X 3549557 -807189 X 0 0 0 X 62697418 70440436 51329359 84320475 77158483 345946171 62697418 70440436 51329359 84320475 77158483 345946171 51261212 294684959 3401580 2646732 1010475 514351 1156584 8729722 266398 263802 174563 160456 6617 871836 355547729 0.82880 0.87080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114342 250059 364401 63967189 64331590 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 858636 416600 478618 364401 2118255 250000 250000 250000 250000 1000000 1500000 89904 134725 184885 114342 523856 4905162 83402 24425 4964139 3928515 667410 376925 35689 31998 4905163 3901202 270221 214133 28775 3928515 0.23000 0.77000 0.00000 1 0 1466111 770333 695778 6136522 5621971 514551 3534412 1807142 1727270 2937599 GIFT ANNUITIES PAYABLE 2925102 DEFERRED RENT 822585 OTHER LIABILITIES 30064 3777751 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: OXFAM UTILIZES A TOTAL RETURN SPENDING POLICY, SPENDING 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 PERMANENTLY RESTRICTED NET ASSETS PLUS ACCUMULATED UNSPENT GAINS INCLUDED IN TEMPORARILY RESTRICTED NET ASSETS. 1 CENTRAL AMERICA AND THE CARIBBEAN 2 69 PROGRAM SERVICES SEE PART IV - SUPPLEMENTAL INFORMATION 2882855 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS/PARTNER SUPPORT 5796761 EAST ASIA AND THE PACIFIC 2 20 PROGRAM SERVICES SEE PART IV - SUPPLEMENTAL INFORMATION 1298215 EAST ASIA AND THE PACIFIC 0 0 GRANTS/PARTNER SUPPORT 1395923 SOUTH AMERICA 1 18 PROGRAM SERVICES SEE PART IV - SUPPLEMENTAL INFORMATION 1515022 SOUTH AMERICA 0 0 GRANTS/PARTNER SUPPORT 1206146 SUB-SAHARAN AFRICA 5 134 PROGRAM SERVICES SEE PART IV - SUPPLEMENTAL INFORMATION 5186046 SUB-SAHARAN AFRICA 0 0 GRANTS/PARTNER SUPPORT 9421419 SOUTH ASIA 0 0 GRANTS/PARTNER SUPPORT 2786951 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS/PARTNER SUPPORT 47947 NORTH AMERICA 0 0 GRANTS/PARTNER SUPPORT 153710 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS/PARTNER SUPPORT 17666 10 241 0 0 10 241 28702387 3006274 31708661 SOUTH AMERICA RESOURCE MANAGEMENT 83800 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 147290 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 173769 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 25050 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 161923 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 55600 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 35154 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 46182 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 119332 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 44560 WIRE CENTRAL AMERICA AND THE CARIBBEAN MICOFINANCE 48740 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 25000 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 77807 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 105000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 29748 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 46050 WIRE CENTRAL AMERICA AND THE CARIBBEAN MICOFINANCE 81800 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 112125 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 32000 WIRE SOUTH AMERICA CLIMATE CHANGE 50300 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 2000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 12000 PENDING CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 35000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 14765 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 24400 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 107902 WIRE CENTRAL AMERICA AND THE CARIBBEAN MICOFINANCE 60000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 70000 WIRE SOUTH AMERICA CLIMATE CHANGE 211371 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 5000 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 98211 WIRE SUB-SAHARAN AFRICA DISASTER RISK REDUCTION 35000 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 24800 WIRE SUB-SAHARAN AFRICA MICOFINANCE 73658 WIRE SUB-SAHARAN AFRICA MICOFINANCE 76014 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 12579 WIRE SUB-SAHARAN AFRICA NATURAL DISASTER RESPONSE 32290 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 247101 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 116850 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 20000 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 63000 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 25000 PENDING SOUTH AMERICA CLIMATE CHANGE 22000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 11000 WIRE SOUTH AMERICA DISASTER RISK REDUCTION 83000 WIRE SOUTH AMERICA DISASTER RISK REDUCTION 38500 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 51055 WIRE SOUTH AMERICA POLICY AND ADVOCACY 13800 WIRE EAST ASIA AND THE PACIFIC CLIMATE CHANGE 51600 WIRE SUB-SAHARAN AFRICA CLIMATE CHANGE 70000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 40000 WIRE SOUTH AMERICA POLICY AND ADVOCACY 25000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 35000 WIRE SUB-SAHARAN AFRICA DISASTER RISK REDUCTION 100000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 24500 WIRE SOUTH AMERICA POLICY AND ADVOCACY 20000 WIRE SUB-SAHARAN AFRICA LIVELIHOODS (NON AGRICULTURE) 62544 WIRE SUB-SAHARAN AFRICA MICOFINANCE 142048 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 9000 PENDING EAST ASIA AND THE PACIFIC GENERAL ADVOCACY 10000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 10000 PENDING SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 40000 WIRE SOUTH AMERICA CLIMATE CHANGE 37500 WIRE SOUTH AMERICA RESOURCE MANAGEMENT 16200 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 74449 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 188968 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 157647 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 59257 WIRE SOUTH AMERICA RESOURCE MANAGEMENT 42000 WIRE EAST ASIA AND THE PACIFIC RESOURCE MANAGEMENT 65145 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 12473 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 339599 WIRE SUB-SAHARAN AFRICA MICOFINANCE 75464 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 70050 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 30000 WIRE SOUTH AMERICA POLICY AND ADVOCACY 70000 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 70000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 30000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 15000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 80000 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 55000 WIRE SOUTH AMERICA RESOURCE MANAGEMENT 5000 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 4500 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 71655 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 88500 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 55000 WIRE CENTRAL AMERICA AND THE CARIBBEAN MICOFINANCE 50000 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 30000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 12473 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 1534378 WIRE SUB-SAHARAN AFRICA CLIMATE CHANGE 15000 WIRE SUB-SAHARAN AFRICA NATURAL DISASTER RESPONSE 197310 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 35000 WIRE SUB-SAHARAN AFRICA MICOFINANCE 43097 WIRE SUB-SAHARAN AFRICA MICOFINANCE 71283 WIRE SUB-SAHARAN AFRICA LIVELIHOODS (NON AGRICULTURE) 82316 WIRE SUB-SAHARAN AFRICA MICOFINANCE 76993 WIRE SUB-SAHARAN AFRICA MICOFINANCE 73748 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 39000 PENDING SUB-SAHARAN AFRICA WATER AND AGRICULTURE 12473 WIRE SUB-SAHARAN AFRICA LIVELIHOODS (NON AGRICULTURE) 404056 WIRE EAST ASIA AND THE PACIFIC RESOURCE MANAGEMENT 20126 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 50000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 15000 WIRE CENTRAL AMERICA AND THE CARIBBEAN MICOFINANCE 104396 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 32000 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 85000 WIRE EUROPE WATER AND AGRICULTURE 30000 WIRE CENTRAL AMERICA AND THE CARIBBEAN FOOD RIGHTS 30000 WIRE SOUTH AMERICA RESOURCE MANAGEMENT 48000 PENDING EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 25000 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 36320 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 8998 WIRE SUB-SAHARAN AFRICA MICOFINANCE 47097 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 48000 WIRE SUB-SAHARAN AFRICA LIVELIHOODS (NON AGRICULTURE) 29297 WIRE SUB-SAHARAN AFRICA MICOFINANCE 74122 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 66295 WIRE SUB-SAHARAN AFRICA DISASTER RISK REDUCTION 50000 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 1138 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 73620 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 36988 WIRE EAST ASIA AND THE PACIFIC RESOURCE MANAGEMENT 64657 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 39000 PENDING EAST ASIA AND THE PACIFIC RESOURCE MANAGEMENT 84820 WIRE SUB-SAHARAN AFRICA MICOFINANCE 314994 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 20503 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 20160 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 10683 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 39211 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 212556 WIRE EAST ASIA AND THE PACIFIC RESOURCE MANAGEMENT 20000 WIRE SUB-SAHARAN AFRICA HEALTH 20504 PENDING EUROPE AID EFFECTIVENESS 47947 WIRE EUROPE GENERAL ADVOCACY 10000 WIRE EUROPE EXTRACTIVE INDUSTRIES 25000 WIRE MIDDLE EAST AND NORTH AFRICA OTHER HUMANITARIAN INTERVENTION 17666 WIRE SOUTH AMERICA POLICY AND ADVOCACY 108617 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 139983 WIRE SUB-SAHARAN AFRICA GENERAL ADVOCACY 200000 WIRE SUB-SAHARAN AFRICA POLICY AND ADVOCACY 53000 WIRE EAST ASIA AND THE PACIFIC GENERAL ADVOCACY 45000 WIRE SOUTH AMERICA OTHER HUMANITARIAN INTERVENTION 18181 WIRE CENTRAL AMERICA AND THE CARIBBEAN HEALTH 33000 WIRE SUB-SAHARAN AFRICA EDUCATION 23810 PENDING SUB-SAHARAN AFRICA LIVELIHOODS (NON AGRICULTURE) 293181 WIRE SOUTH ASIA OTHER HUMANITARIAN INTERVENTION 700000 WIRE CENTRAL AMERICA AND THE CARIBBEAN WOMENS EMPOWERMENT 25000 PENDING SOUTH ASIA EDUCATION 11951 WIRE SOUTH ASIA CAPACITY BUILDING 5000 WIRE SOUTH ASIA POLICY AND ADVOCACY 70000 WIRE EAST ASIA AND THE PACIFIC CAPACITY BUILDING 42869 WIRE EAST ASIA AND THE PACIFIC AID EFFECTIVENESS 52220 WIRE CENTRAL AMERICA AND THE CARIBBEAN DISASTER RISK REDUCTION 5000 WIRE NORTH AMERICA LIVELIHOODS (NON AGRICULTURE) 118750 WIRE NORTH AMERICA DISASTER RISK REDUCTION 30000 WIRE EUROPE CAPACITY BUILDING 15000 WIRE SOUTH ASIA OTHER HUMANITARIAN INTERVENTION 2000000 WIRE CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 2823454 WIRE NORTH AMERICA WOMENS EMPOWERMENT 15000 WIRE EAST ASIA AND THE PACIFIC DISASTER RISK REDUCTION 40000 WIRE CENTRAL AMERICA AND THE CARIBBEAN RESOURCE MANAGEMENT 33000 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 37680 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 17840 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 39000 PENDING EAST ASIA AND THE PACIFIC GENERAL ADVOCACY 4700 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 7210 WIRE SOUTH AMERICA DISASTER RISK REDUCTION 33500 WIRE CENTRAL AMERICA AND THE CARIBBEAN FOOD RIGHTS 15735 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 80081 WIRE SUB-SAHARAN AFRICA MICRO-INSURANCE 411188 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 82110 WIRE EAST ASIA AND THE PACIFIC MICOFINANCE 393554 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 300355 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 192765 WIRE EAST ASIA AND THE PACIFIC CLIMATE CHANGE 20000 WIRE EAST ASIA AND THE PACIFIC MICOFINANCE 119104 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 85000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 61296 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 136766 WIRE EUROPE GENERAL ADVOCACY 50000 WIRE EUROPE CAPACITY BUILDING 260826 WIRE EUROPE AID EFFECTIVENESS 193875 WIRE EUROPE POLICY AND ADVOCACY 128618 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 175301 PENDING SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 17769 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 19460 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 8016 WIRE SUB-SAHARAN AFRICA LIVELIHOODS (NON AGRICULTURE) 17721 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 3551 WIRE CENTRAL AMERICA AND THE CARIBBEAN HEALTH 93420 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 39000 PENDING CENTRAL AMERICA AND THE CARIBBEAN OTHER HUMANITARIAN INTERVENTION 502094 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 61082 WIRE EAST ASIA AND THE PACIFIC GENERAL ADVOCACY 17794 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 3000 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 44000 WIRE SUB-SAHARAN AFRICA RESOURCE MANAGEMENT 140000 WIRE SUB-SAHARAN AFRICA LIVELIHOODS RECOVERY 95790 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 39000 PENDING 174 26 1 0 1 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, 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 AND REGIONAL 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. OTHER INFORMATION SCHEDULE F, PART V PART I, LINE 3, COLUMN (E): DEVELOPING PROGRAMS TO HELP PEOPLE OVERCOME POVERTY, SAVING LIVES, CAMPAIGNING FOR SOCIAL JUSTICE. X X X X X 1 GRASSROOTS CAMPAIGNS INC 59 TEMPLE PLACE SUITE 402 BOSTON MA 02111 FUNDRAISING, TELEMARKETING 0 0 622693 0 O'BRIEN MCCONNELL & PEARSON INC 1726 M STREET NW SUITE 300 WASHINGTON DC 20036 FUNDRAISING, TELEMARKETING 0 0 437280 0 DONOR SERIVES GROUP 11500 W OLYMPIC BLVD 540 LOS ANGELES CA 90064 TELEMARKETING 0 0 305367 0 TELEFUND INC PO BOX 120557 BOSTON MA 02112 TELEMARKETING 0 0 252070 0 M&R STRATEGIC SERVICES 2120 L STREET NW WASHINGTON DC 20037 FUNDRAISING 0 0 187445 0 SHARE GROUP INC 99 DOVER STREET SOMERVILLE MA 02144 TELEMARKETING 0 0 52470 0 SD&A TELESERVICES INC 5151 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 0 0 32780 0 OPUS ADVISORS LLC 454 COURT STREET PORTSMOUTH NH 03801 FUNDRAISING 0 0 15273 0 PDR II DBA SHARE 79 CHAPEL STREET NEWTON MA 02458 FUNDRAISING 0 0 5295 0 FOR MOMENTUM LLC 1641 WELLSHIRE LANE DUNWOODY GA 30338 FUNDRAISING 0 0 13000 0 1923673 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 SCHEDULE G, PART I, LINE 2B: THE PAYMENT TO O'BRIEN, MCCONNELL & PEARSON, INC. INCLUDES $22,741 CONSIDERED AS PAYMENT FOR CONSULTING SERVICES. THE PAYMENT TO M&R STRATEGIC SERVICES INCLUDES $68,167 CONSIDERED AS PAYMENT FOR CONSULTING SERVICES. 1 AMERICAN VALUES NETWORK C/O KAREN STRIDER 3711 ALBEMARLE ST NW WASHINGTON DC 20016 264222057 501(C)(4) 10000 GENERAL ADVOCACY BAYOU GRACE COMMUNITY SERVICES PO BOX 238 CHAUVIN LA 70344 208026024 501(C)(3) 55000 LIVELIHOODS (NON AGRICULTURE) BAYOU INTERFAITH SHARED COMMUNITY ORGANIZING 402 W 2ND ST THIBODAUX LA 70301 721260542 501(C)(3) 70000 LIVELIHOODS (NON AGRICULTURE) BELOVED COMMUNITY CENTER 417 ARLINGTON ST GREENSBORO NC 27406 561877250 501(C)(3) 40000 WORKER RIGHTS BUDDHIST GLOBAL RELIEF PO BOX 1611 SPARTA NJ 07871 262852923 501(C)(3) 4000 GENERAL ADVOCACY CENTER FOR AMERICAN PROGRESS 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 300126510 501(C)(3) 67500 LIVELIHOODS (NON AGRICULTURE) CENTER FOR GENDER IN ORGANIZATIONS (SIMMONS SCHOOL OF MANAGEMENT) SIMMONS COLLEGE 300 THE FENWAY E-206 BOSTON MA 02215 042103629 501(C)(3) 75000 WOMENS EMPOWERMENT CHURCH WORLD SERVICE 110 MARYLAND AVE NE SUITE 108 WASHINGTON DC 20002 134080201 501(C)(3) 13000 GENERAL ADVOCACY COASTAL WOMEN FOR CHANGE PO BOX 4194 BILOXI MS 39530 204770180 501(C)(3) 55000 LIVELIHOODS (NON AGRICULTURE) FARM LABOR ORGANIZING COMMITTEE 4354 HIGHWAY 117 SOUTH DUDLEY NC 28333 341044086 501(C)(5) 82000 WORKER RIGHTS FARMWORKER JUSTICE 1126 16TH ST NW SUITE 270 WASHINGTON DC 20036 521196708 501(C)(3) 37500 WORKER RIGHTS FRIENDS COMMITTEE ON NATIONAL LEGISLATION EDUCATION FUND 245 SECOND ST NE WASHINGTON DC 20002 521254489 501(C)(3) 7263 OTHER HUMANITARIAN INTERVENTION FUNDACION PARA EL DEBIDO PROCESO LEGAL 1779 MASSACHUSETTS AVE NW OFICINA 510-A WASHINGTON DC 20036 521973930 501(C)(3) 20000 RESOURCE MANAGEMENT KONBIT FOR HAITI 521 NE 81 ST MIAMI FL 33138 271720097 501(C)(3) 30000 OTHER HUMANITARIAN INTERVENTION MARY QUEEN OF VIETNAM COMMUNITY DEVELOPMENT 4626 ALCEE FORTIER BLVD SUITE E NEW ORLEANS LA 70129 204929600 501(C)(3) 55000 LIVELIHOODS (NON AGRICULTURE) NATIONAL FARM WORKER MINISTRY 438 N SKINKER BLVD ST LOUIS MO 63130 952692880 501(C)(3) 75000 WORKER RIGHTS PINEROS Y CAMPESINOS UNIDOS DEL NOROESTE 300 YOUNG ST WOODBURN OR 97071 930939941 501(C)(5) 25000 WORKER RIGHTS SOUTH CAROLINA RESEARCH FOUNDATION 901 SUMTER ST BYRNES BUILDING 5TH FLOOR COLUMBIA SC 29208 570967350 501(C)(3) 20000 LIVELIHOODS (NON AGRICULTURE) STUDENT ACTION WITH FARMWORKERS 1317 W PETTIGREW ST DURHAM NC 27705 561789014 501(C)(3) 35000 WORKER RIGHTS TERREBONNE READINESS AND ASSISTANCE COALITION 1220 AYCOCK ST HOUMA LA 70360 581717976 501(C)(3) 55000 LIVELIHOODS (NON AGRICULTURE) THE PEOPLE'S INSTITUTE FOR SURVIVAL AND BEYOND 601 N CARROLLTON NEW ORLEANS LA 70119 721160700 501(C)(3) 55000 LIVELIHOODS (NON AGRICULTURE) THE PEOPLE'S INSTITUTE FOR SURVIVAL AND BEYOND 601 N CARROLLTON NEW ORLEANS LA 70119 721160700 501(C)(3) 80000 LIVELIHOODS (NON AGRICULTURE) TRUMAN NATIONAL SECURITY PROJECT 1050 17TH ST SUITE 375 WASHINGTON DC 20036 201597444 501(C)(4) 6339 AID EFFECTIVENESS TRUMAN NATIONAL SECURITY PROJECT EDUCATIONAL INSTITUTE 1050 17TH ST SUITE 375 WASHINGTON DC 20036 262959113 501(C)(3) 46763 AID EFFECTIVENESS TRUMAN NATIONAL SECURITY PROJECT EDUCATIONAL INSTITUTE 1050 17TH ST SUITE 375 WASHINGTON DC 20036 262959113 501(C)(3) 23549 GENERAL ADVOCACY UNITED FARM WORKERS PO BOX 8337 TACOMA WA 98419 941448579 501(C)(5) 142500 WORKER RIGHTS US CLIMATE ACTION NETWORK 1810 16TH ST NW WASHINGTON DC 20009 204597308 501(C)(3) 10000 GENERAL ADVOCACY 22 5 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 AND REGIONAL 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 1 0 OFFENHEISER RAYMOND 326781 0 0 0 411 0 32867 0 22119 0 382178 0 0 0 KRIPP MARK 158543 0 0 0 138 0 16395 0 21249 0 196325 0 0 0 DANIELL JAMES 248097 0 0 0 90 0 25077 0 20735 0 293999 0 0 0 AMBLER JOHN S 196063 0 0 0 258 0 19657 0 6731 0 222709 0 0 0 KURZINA STEPHANIE O 208408 0 0 0 396 0 20843 0 12769 0 242416 0 0 0 O'BRIEN DANIEL PAUL 157649 0 0 0 90 0 16000 0 15513 0 189252 0 0 0 LANGEVIN ADELE 144554 0 0 0 396 0 14537 0 1196 0 160683 0 0 0 PART I, LINE 7 ALL COMPENSATION DISCLOSED IN PART VII ON FORM 990 AND ON SCHEDULE J IS REPORTED ON A CALENDAR YEAR BASIS FOR THE CALENDAR YEAR ENDED 12/31/2010. NO BONUS COMPENSATION WAS PAID IN CALENDAR YEAR 2010 BECAUSE NO BONUSES WERE AWARDED IN CALENDAR YEAR 2009. THE RETIREMENT AND DEFERRED COMPENSATION IN COLUMN F (PART VII) AND COLUMN C (SCHEDULE J) INCLUDES $72,350 OF BONUSES ACCRUED IN 2010 PAID IN 2011 FOR PERFORMANCE RELATED TO 2010. COMPENSATION REPORTED ON THIS 2010 FORM 990 FOR JAMES DANIELL REFLECTS A FULL YEAR OF SERVICE; WHEREAS, MR. DANIELL'S COMPENSATION ON THE 2009 FORM 990 REFLECTED 9 MONTHS OF SERVICE. X 219 2297212 NET OF FEES X MUTUAL FUNDS 20 210443 NET OF FEES X BONDS 2 14462 NET OF FEES 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: OXFAM AMERICA USES A BROKERAGE FIRM TO RECEIVE, SELL, AND PROCESS DONATED STOCK AND SOME MUTUAL FUNDS GIFTS. OTHER MUTUAL FUND GIFTS ARE PROCESSED THROUGH THE RESPECTIVE MUTUAL FUND COMPANY. IT IS OA'S POLICY TO SELL STOCK GIFTS UPON RECEIPT OF THE DONATION. FORM 990, PART IV, LINE 12: NO AUDITED FINANCIAL STATEMENTS WERE PREPARED DUE TO A CHANGE IN THE ORGANIZATION'S FISCAL YEAR END. AUDITED FINANCIAL STATEMENT WILL BE PREPARED FOR THE 17 MONTHS ENDED MARCH 31, 2012. FORM 990, PART VI, SECTION A, LINE 4 THE CORPORATE BYLAWS OF OXFAM AMERICA, INC. WERE RESTATED WITH THE FOLLOWING SIGNIFICANT CHANGES: - THE FISCAL YEAR OF THE ORGANIZATION WAS CHANGED TO MARCH 31ST, EFFECTIVE MARCH 31ST, 2012. - THE OFFICES OF "MEMBERS OF THE CORPORATION" ELECTING A BOARD OF DIRECTORS WERE DELETED. THE CORPORATION IS NOW GOVERNED DIRECTLY BY A BOARD OF DIRECTORS. - THE TERM LIMIT FOR DIRECTORS WAS CHANGED TO THREE THREE-YEAR TERMS. THERE ARE NO LONGER STAGGERED CLASSES OF DIRECTORS ENSURING A CONSTANT NUMBER OF DIRECTORS. - A TERM LIMIT OF FIVE YEARS WAS INTRODUCED FOR THE CHAIR. - THE TERMS OF REFERENCE OF THE BOARD DEVELOPMENT AND GOVERNANCE COMMITTEE WERE INSERTED INTO THE BYLAWS. - THE GRANTS POLICY WAS TAKEN OUT OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 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, OFFICERS, 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 HE HAS A CONFLICT OF INTEREST ON A MATTER AT HAND, HE/SHE 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 OXFAM AMERICA BOARD OF DIRECTORS. IN 2011, THE COMPENSATION COMMITTEE ELIMINATED AN EXISTING BONUS PLAN FOR SELECT EXECUTIVES AND CREATED AN EXECUTIVE BENEFIT RESTORATION ALLOWANCE TO ENSURE COMPETITIVE TOTAL REWARDS. THE COMPENSATION COMMITTEE ALSO COMMISSIONED A STUDY OF EXECUTIVE AND SENIOR STAFF COMPENSATION, CONDUCTED BY AN EXTERNAL CONSULTANT WITH RECOGNIZED EXPERTISE IN THE AREA OF EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT ORGANIZATIONS. THE RESULTS OF THIS STUDY, IN COMBINATION WITH INDIVIDUAL, EXECUTIVE TEAM, AND ORGANIZATIONAL PERFORMANCE, SERVED AS THE BASIS FOR SETTING COMPENSATION IN FY 2011. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS 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. OA WILL PROVIDE COPIES OF IT'S GOVERING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. FORM 990, PART VI, LINE 13 & 14: ALTHOUGH THESE POLICIES WERE PUT IN PLACE BY MANAGEMENT DURING OR PRIOR TO 2011, THE ORGANIZATION CHECKED 'NO' TO THESE QUESTIONS ON ITS FORM 990 BECAUSE THESE POLICIES HAD NOT BEEN FORMALLY ADOPTED BY THE BOARD OR BY AN AUTHORIZED COMMITTEE OF THE BOARD AS OF OCTOBER 31, 2011. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -807,189. FORM 990, SCHEDULE L, PART III: THE PRESIDENT OF OXFAM AMERICA, INC. (OA) AND ONE OTHER MEMBER OF THE OA BOARD OF DIRECTORS ARE MEMBERS OF THE BOARD OF DIRECTORS OF OXFAM INTERNATIONAL. OXFAM INTERNATIONAL'S BOARD MEMBERS CONSIST OF REPRESENTATIVES FROM THE VARIOUS OXFAM ORGANIZATIONS THROUGHOUT THE WORLD. THIS RELATIONSHIP ENSURES THAT THE MISSION OF OXFAM IS CLEAR AND CONSISTENT AMONG ITS MEMBER ORGANIZATIONS. IN FY 11, OA MADE PAYMENTS OF $7,711,452 TO OXFAM INTERNATIONAL AND ITS MEMBER ORGANIZATIONS, AND RECEIVED $1,928,080 FROM OXFAM INTERNATIONAL AND ITS MEMBER ORGANIZATIONS. IN AN AGREEMENT DATED JULY 21, 2006, OXFAM PROVIDED GUARANTEES OF $1,000,000 FOR A LOAN FROM A BANK TO MICRO CREDIT ENTERPRISES (HEREIN "MCE"), A 501(C)(3) IRS NON-PROFIT ORGANIZATION, AND $1,000,000 FOR LOANS MADE BY MCE TO MICROCREDIT ORGANIZATIONS IN DEVELOPING COUNTRIES. MCE'S PURPOSE IS TO LEVERAGE PRIVATE CAPITAL TO HELP FINANCE MICRO-BUSINESSES OF IMPOVERISHED ENTREPRENEURS IN THE DEVELOPING WORLD. IN THE EVENT OF A DEFAULT, THE ALLOCATION OF LOSSES IS CALCULATED ON A PRO RATA BASIS AMONG ALL GUARANTORS. IN 2008, OXFAM RECORDED $100,000 IN ACCRUED GRANT EXPENSE TO RECOGNIZE THE FAIR VALUE OF THE GUARANTY. AS OF OCTOBER 31, 2011 AND 2010, DRAWS OF $0 AND $7,600, RESPECTIVELY, ON THE GUARANTEE WERE MADE. DURING FISCAL 2010, OXFAM NOTIFIED MCE OF ITS INTENTION TO TERMINATE THE GUARANTEE EFFECTIVE APRIL 22, 2012. THE FORMER CHAIRPERSON OF THE OA BOARD AND ANOTHER MEMBER OF THE OA BOARD ARE GUARANTORS OF MCE. A THIRD BOARD MEMBER IS AN OFFICER OF A CORPORATION THAT IS A GUARANTOR OF MCE. ONE OF THE MEMBERS OF THE OA BOARD WHO IS A GUARANTOR IS ALSO AN OA-NOMINATED MEMBER OF THE MCE BOARD. OXFAM AMERICA REAL ESTATE LLC 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 061509938 RECEIVE AND HOLD DONATED REAL ESTATE MA 0 0 N/A OXFAM AMERICA ADVOCACY FUND 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 201971032 LOBBYING MA 501(C)(4) N/A 1 CHARITABLE REMAINDER UNITRUST 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 946695505 CHARITABLE TRUST MA N/A T 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OXFAM AMERICA ADVOCACY FUND N 69234 FAIR VALUE PART IV: ACTUAL TRUST NAMES HAVE BEEN OMITTED TO PROTECT THE PRIVACY OF THE CONTRIBUTORS. SUCH INFORMATION IS AVAILABLE TO THE IRS UPON REQUEST.