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Return of Private Foundation OMB No 1545-0052 Gm Or Section 4947(A)(1) Nonexempttreated Ascharitable a Private Trust Foundation Note

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Return of Private Foundation OMB No 1545-0052 Gm Or Section 4947(A)(1) Nonexempttreated Ascharitable a Private Trust Foundation Note Return of Private Foundation OMB No 1545-0052 gm or Section 4947(a)(1) NonexemptTreated asCharitable a Private Trust Foundation Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements Department of the Treasury Internal Revenue Service For calendar year 2009, or tax year beginning 01-01-2009 , and ending 12-31-2009 G Check all that apply I-Initial return I-Initial return ofa former public charity I-Final return I-A mended return I-Address change I-Name change Name of foundation A Employer identification number Use the IRS OPEN SOCIETY INSTITUTE label. 13-7029285 Otherwise, B Telephone number (see page 10 of the instructions) . t Number and street (or P O box number if mail is not delivered to street address) Room/ orP"" type. 400 WEST 59TH STREET suite (212) 548-0600 See Specific Inst ructions. City or town, state, and ZIP code C If exemption application is pending, check here NEW YORK, NY 10019 D 1. Foreign organizations, check here H Check type oforganization I7Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85% test, rl­ Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation check here and attach computation I Fair market value ofall assets at end J ACCOUHUHQ rT1ethOd I- CBSII I7 ACCFUBI E If private foundation status was terminated under section 507(b)(1)(A), check here rl­ ofyear(from Part II, col. (c), I- Other(SpeC,fy) f F If the foundation is in a 60-month termination /me 15)*$ 1,102,893,795 (Part I, column (d) must be on cash basis.) under section 507(b)(1)(B), check here rl­ Analysis of Revenue and Expenses (The (a) Revenue and (d) Disbu rsements total of amounts in columns (b), (c), and (d) may not ex enses er (b) Net investment (c) Adjusted net for charitable necessanly equal the amounts in column (a) (see page 11 of pbooks p income income purposes the instructions) ) (cash basis only) 1 Contributions, gifts, grants, etc , received (attach schedule) 133,900,890 2 Check P I- if the foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 34,435 34,435 34,435 4 Dividends and interest from securities. 5a Grossrents............ b Net rental income or (loss) 6,453 6a Net gain or (loss) from sale ofassets not on line 10 -6,280,110 b Gross sales price for all assets on line 6a 95,241,847 7 Capital gain net income (from Part IV, line 2) . 89,293,329 8 Net short-term capital gain . 9 Income modifications . 386,674 10a Gross sales less returns and allowances b Less Cost ofgoods sold . c Gross profit or (loss) (attach schedule) . 11 Other income (attach schedule) . 6,156,046 -58,906 18,424 12 TotaI.Add lines 1 through 11 . 133,811,261 89,268,858 439,533 13 Compensation of officers, directors, trustees, etc 1,553,567 1,553,567 14 Other employee salaries and wages . 26,924,532 26,935,894 15 Pension plans, employee benefits . 16,847,552 14,449,068 16a Legal fees (attach schedule). 532,800 0 0 610,278 b Accounting fees (attach schedule). 136,393 0 0 135,743 c Other professionalfees (attach schedule) . 9,609,457 9,716,614 17 Interest............. 18 Taxes (attach schedule) (see page 14 of the instructions) 1,754,434 5,108,600 19 Depreciation (attach schedule) and depletion . 1,272,681 20 Occupancy........... 3,335,667 3,745,392 21 Travel, conferences, and meetings . 7,560,081 2,801,781 22 Printing and publications . 587,906 566,617 23 Other expenses (attach schedule). 5,215,617 4,924,231 24 Total operating and administrative expenses. Addlines 13through 23 . 75,330,687 0 0 70,547,785 25 Contributions, gifts, grants paid . 1,035,719,221 71,335,004 26 Total expenss and disbursements. Add lines 24 and 25 1,111,049,908 0 0 141,882,789 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -977,238,647 b Net investment income (if negative, enter -0-) 89,268,858 c Adjusted net income (if negative, enter -0-) . 439,533 For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions. C at N 0 1 1 28 9X Form 990-PF (2009) Uperat ngiantl mlm n 5tr1it1.re Expense-5 Reveiiue -I-I Form 990-PF(2009) pagez Attached schedules and amounts in the description column BGQIHHIHQ Of Year End Of Year Balance sheets should be for end-of-year amounts only (See instructions ) (3) Book Value (b) Book Value (C) Fa., Market Value 1 Cash-non-interest-bearing . 76,838,010 76,838,010 2 Savings and temporary cash investments . 86,284,358 7,857,554 7,857,554 3 Accounts receivable P 5,595,778 Less allowance for doubtful accounts I* 8,733,254 5,595,778 5,595,778 4 Pledges receivable P Less allowance for doubtful accounts I* 5 Grants receivable . 1,750,954 646,075 646,075 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see page 15 ofthe instructions). 7 Other notes and loans receivable (attach schedule) P Less allowance for doubtful accounts I* 8 Inventoriesforsaleoruse . 9 Prepaidexpenses anddeferredcharges. 10a Investments-U S and state government obligations (attach schedule) b Investments-corporate stock (attach schedule). 23,096,399 c Investments-corporate bonds (attach schedule). 11 Investments-land, buildings, and equipment basis I* Less accumulated depreciation (attach schedule) P 12 Investments-mortgage loans . 13 Investments-other(attach schedule) . 1,774,321,555 972,847,781 972,847,781 14 Land, buildings, and equipment basis I* 14,415,508 Less accumulated depreciation (attach schedule) P 11,129,959 2,604,921 3,285,549 3,285,549 15 Other assets (describe I* ) *E 32,015,384 35,823,048 *E 35,823,048 16 Total assets (to be completed by all filers-see the instructions Also, see page 1, item I) 1,928,806,825 1,102,893,795 1,102,893,795 17 Accounts payable and accrued expenses . 19,026,724 16,988,375 18 Grants payable . 70,843,685 26,398,013 ulrl 19 Deferred revenue . E 4: 20 Loans from officers, directors, trustees, and other disqualified persons .Cl G 21 Mortgages and other notes payable (attach schedule) . -I 22 Other liabilities (describe I* ) *E 98,159,725 57,856,968 23 TotalIiabiIities(addlines 17 through22) . 188,030,134 101,243,356 Foundations that follow SFAS 117, check here P I7 and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted . 1,738,382,483 999,676,727 25 Temporarily restricted 2,394,208 1,973,712 26 Permanently restricted . Foundations that do not follow SFAS 117, check here I* I­ and complete lines 27 through 31. 27 Capital stock, trust principal, or current funds . 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings, accumulated income, endowment, or otherfunds 30 Total net assets or fund balances (see page 17 ofthe instructions)................. 1,740,776,691 1,001,650,439 31 Total liabilities and net assets/fund balances (see page 17 of theinstructions) . 1,928,806,825 1,102,893,795 Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning ofyear-Part II, column (a), line 30 (must agree with end-of-yearfigure reported on prior yearls return) . 1 1J40J76691 2 EnteramountfromPartI,line27a . 2 -977238647 3 Other increases not included in line 2 (itemize) I* *E 3 238412395 4 Addlines1,2,and3 . 4 1p01650A39 5 Decreases not included in line 2 (itemize) I* 5 6 Total net assets or fund balances at end ofyear (line 4 minus line 5)-Part II, column (b), line 30 . 6 1p01650A39 Form 990-PF (2009) N65 A55Em5 or Fund Ea ance5 A55E15 Form 990-PF(2009) p,-,,963 M Capital Gains and Losses for Tax on Investment Income (b) How acquired (a) List and describe the kind(s) ofproperty sold (e g , real estate, P P h (c) Date acquired (d) Date sold 2-story brick warehouse,or common stock,200 shs MLC Co) D:Duoriia:iZE (mo,day,yr) (mo,day,yr) 1a See Additional Data Table b C d e (f) Depreciation allowed (g)Cost or other basis (h) Gain or(loss) (e) Gross sales price (or allowable) plus expense ofsale (e) plus (f) minus (g) a See Additional Data Table b C d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus (k) Excess Ofcoi (I) col (k), but not less than -0-) or (l)FMV. (j)AdJusted as of12/31/69 as oflz/31/69 basis over col (J), ifany I-05595 (fV0m CCI (h)) a See Additional Data Table b C d e Ifgain, also enter in Part I, line 7 2 Capitalgain netincome or(netcapitalloss) f 1f(iOSS) enter-0- mp,-,,rt1 ime7 % 89 293,329 3 Net short-term capital gain or (loss) as defined in sections 1222(5)I and (6) I 2 I If(loss),enter-0-Ifgain, also enter in Part I, line in 8, PartI column (c)line8 (see pages . .13 . and. 17. ofthe. instructions) M Qualification Under SectionI 4940(e) for% Reduced Tax on Net Investment3 Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income) Ifsection 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount ofany year in the base period? I- Yes I7 No If"Yes,"the foundation does not qualify under section 4940(e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see page 18 ofthe instructions before making any entries Base period years Calendar - Distribution ratio year (Oi taxla) year beginning iii) Adjusted (bi qualifying distributions Netic value of noncharitable) use(d) assets (Col (bi divided by Col (Ci) 2008 181,785,264 1,485,551,057 0 122369 2007 132,889,829 1,094,932,661 0 121368 2006 123,956,781 614,027,747 0 201875 2005 121,634,273 218,385,853 0 55697 2004 120,968,871 259,875,046 0 465489 2 Total ofline 1, column (d).
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