2018 Form 990PF We Approved Your Form 8868, Application for Extension of Time to File an Exempt Organization Return

Electronic Filing Page 1 of 1

Cumulative e-File History 2018

Federal Locator: 7YM02T Taxpayer Name: OPEN SOCIETY INSTITUTE Return Type: 990, 990

Submitted Date: 11/15/2019 11:29:00 Acknowledgement Date: 11/15/2019 12:00:13 Status: Rejected Submission ID: 26521420193195000000

Submitted Date: 11/15/2019 21:09:50 Acknowledgement Date: 11/15/2019 21:26:17 Status: Accepted Submission ID: 26521420193195000001

https://gosystemrs.fasttax.com/ElfCumulativeHistory.asp?Acct=720F&Year=2018&Loc=... 11/15/2019 OMB No. 1545-0052 Form 990-PF Return of Private Foundation I or Section 4947(a)(1) Trust Treated as Private Foundation À¾µ¼ Do not enter social security numbers on this form as it may be made public. Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public Inspection For calendar year 2018 or tax year beginning , 2018, and ending , 20 Name of foundation A Employer identification number OPEN SOCIETY INSTITUTE 13-7029285 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions)

224 WEST 57TH STREET (212) 548-0600 City or town, state or province, country, and ZIP or foreign postal code C If exemption applicatmionm ism m m m m m I pending, check here NEW YORK, NY 10019 m m I G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here Final return Amended return 2. Foreign organizations meeting the 85% test, checkm hem rem anmd am ttamchm m m I Address change Name change computation H Check type of organization: X Section 501(c)(3) exempt private foundation E If private foundation status was terminamtedI Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation under section 507(b)(1)(A), check here I Fair market value of all assets at J Accounting method: Cash X Accrual F If the foundation is in a 60-month terminmatIion end of year (from Part II, col. (c), line Other (specify) under section 507(b)(1)(B), check here 16) I $ 3,477,930,189. (Part I, column (d) must be on cash basis.) (d) Disbursements Part I Analysis of Revenue and Expenses (The (a) Revenue and total of amounts in columns (b), (c), and (d) (b) Net investment (c) Adjusted net for charitable expenses per income income purposes may not necessarily equal the amounts in books column (a) (see instructions).) m (cash basis only) 1 Contributions, gifts, grants, etc., received (attach schedule) 100,000. I if the foundation is not required to 2 Check m m m m m m m m m m attach Sch. B m 3 Interest on savings and temporary cash investments 8,787. 8,787. 8,787. m m m m 4,896. 4,896. 4,896. 4 Dividends anm d minmtemremst mfrom mm smecm urm itimesm m m m m 5a Gross rents b Net rental income or (loss)

e 6a Net gain or (loss) from sale of assets not on line 10 210,000,000. u b Gross sales price for all

n 210,000,000. assets on line 6a e

v m 0. e 7 Capital gain net income (from mm Pm arm t ImV,m linm em 2m) m R 8 Net short-term capital gm aimn m m m m m m m m m m 9 Income modifications 10,351. 10 a Gross sales less rmetum rnms m m and allowances m b Less: Cost of goods sold m m m m c Gross profit or (loss) (attach schedule) m m m m m m m -774,905. 376,261,803. 376,261,803. 11 Other income (attach schedule)m ATCHm m m m 1m m m 12 Total. Add lines 1 through 11 m m 209,338,778. 376,275,486. 376,285,837. 13 Compensation of officers, directors, trustees, etc. 3,460,149. 3,460,149.

s m m m m m 56,163,083. 57,034,957. e 14 Other employee salaries and wages s m m m m m m 42,435,472. 28,302,899. n 15 Pension plans, employee benefits e m m m m m m m m m p 16 a Legal fees (attach schedule) ATCH 2 2,608,964. 2,382,538. x m m m m m m E 275,858. 47,705. b Accounting fees (attach schedule)ATCH 3 e m m m 39,120,307. 38,058,501. v [4]

i c Other professional fees (attach schedule) t m m m m m m m m m m m m m m m m m m m a ATCH 5 659,443. 847,673.

r 17 Interest t m m m

s 828,961. 8,954,700.

i 18 Taxes (attach schedule) (see instructions)[6]

n m i 19 Depreciation (attach schedule) and depletion 5,568,614. m m m m m m m m m m m m m m m m m m 7,985,503. 9,515,695. d 20 Occupancy

A m m m m m m 21 Travel, conferences, and meetings 19,698,531. 19,856,148. d m m m m m m m m m m n 22 Printing and publications 1,138,057. 1,194,292. a m m m m m m g 23 Other expenses (attach schedule)ATCH 7 14,930,648. 14,537,287. n i t 24 Total operating and administrative expenses. a

r m m m m m m m m m m m 194,873,590. 184,192,544. e Add lines 13 through 23 p m m m m m m m 20,266,421. 21,036,728.

O 25 Contributions, gifts, grants paid 26 Total expenses and disbursements. Add lines 24 and 25 215,140,011. 0. 0. 205,229,272. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements -5,801,233. b Net investment income (if negative, enter -0m -)m 376,275,486. c Adjusted net income (if negative, enter -0-) 376,285,837. JSA For Paperwork Reduction Act Notice, see instructions. Form 990-PF (2018) 8E1410 1.000 7YM02T 720F V 18-7.6F PAGE 1 Department of the Treasury Notice CP211A Internal Revenue Service $@ Tax per-iod ----D-ecem-ber- 31-, 20-18 - Ogden, UT 84201 Not ice date August 5, 2019 IRS Employer ID number 13-7029285 - To contact us Phone 877-829-5500 FAX 877-792-2864 019846.169795.60550.5136 1 AV 0.383 370 Page 1 of 1 muhlh!pl]Hip+[ll4lot!lnl[I!pl!qt!llhuhlllnsn1 OPEN SOCIETY INSTITUTE SORRO GEORGE ALLEN JOHN ET AL HEES 224 WEST 57TH STREET NEW YORK NY 10019-3212

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Important information about your December 31, 2018 Form 990PF We approved your Form 8868, Application for Extension of Time To File an Exempt Organization Return

We approved the Form 8868 for your What you need to do December 31, 2018 Form 990PF. File your December 31, 2018 Form 990PF by November 15, 2019. We encourage you Your new due date is November 15, 2019. to use electronic filing-the fastest and easiest way to file. Visit www.irs.gov/charities to learn about approved e-File providers, what types of returns can be filed electronically, and whether you are required to file electronically.

Additional information • Visit www.irs.gov/cp211a • For tax forms, instructions, and publications, visit www.irs.goviforms-pubs or call 800-T AX-FORM (800-829-3676). • Keep this notice for your records. If you need assistance, please don't hesitate to contact us.

Form 990-PF (2018) OPEN SOCIETY INSTITUTE 13-7029285 Page 2 Attached schedules and amounts in the Beginning of year End of year Part II Balance Sheets description column should be for end-of-year amom umntsm omnlym . (mSeme minsmtrum ctmionm s.m) m m m m m (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing 50,714,327. 8,127,404. 8,127,404. m m m m m m m m m m m 1,506,983. 742,798. 742,798. 2 Savings and temporaIry cash investments 3 Accounts receivable I 5,951,639. Less: allowance forI doubtful accounts 3,700,377. 5,951,639. 5,951,639. 4 Pledges receivable I Less: allowance fmorm dom umbtfmulm acm cmoumntms m m m m m m m m m m m m m 5 Grants receivable 6 Receivables due from officers, directors, trustees, andm om thm emr disqualified persons (attach schedule) (see instructioIns) 7 Other notes and loans receivable (attaIch schedule) Less: allowance for doubtfmulm acm cmoumntms m m m m m m m m m m m m m s

t 8 Inventories for sale or use e m m m m m m m m m m m m s 9 Prepaid expenses and deferred charges s m m A 10a Investments - U.S. and state government obligations (attmacmh smchmedm ulme) m m b Investments - corporate stock (attach schedule) m m m m m m m m c Investments - corporate bonds (attach schedule) 11 Investments - land, buildings, I and equipment: basis Less: accumulated depreciation I (attach schedule) m m m m m m m m m m m m m m m m m 12 Investments - mortgage loans m m m m m m m m m m m m m 13 Investments - other (attach schedule) ATCH 8 3,565,230,555. 3,388,733,466. 3,388,733,466. 14 Land, buildings, and I equipment: basis 86,804,516. Less: accumulated depreciation I 39,456,806. 50,975,669. 47,347,710. 47,347,710. (attach schedule) 15 Other assets (describe I ATCH 9 ) 53,112,943. 27,027,172. 27,027,172. 16 Total assets (to be completed bm y m am ll m fmilem rsm m- m sem em tmhem instructions. Also, see page 1, item I) m m m m m m m m m m m 3,725,240,854. 3,477,930,189. 3,477,930,189. 17 Accounts payable and accrued expenses 125,745,862. 119,206,609. m m m m m m m m m m m m m m m m m m m m m m m m 8,500,739. 7,806,710. 18 Grants payable m m m m m m m m m m m m m m m m m m m m m m m s 19 Deferred revenue e i

t m m i

l 20 Loans from officers, directors, trustees, and other disqualified persons i m m m m m b 21 Mortgages and other notes payable (attach schedule) a i

L I ATCH 10 135,693,791. 60,838,613. 22 Other liabilities (describe m m m m m m m m m m m) 23 Total liabilities (add lines 17 through 22) m m m m I 269,940,392. 187,851,932. Foundations that follow SFAS 117, check here X s and complete lines 24 through 26, and lines 30 and 31. e

c m m m m m m m m m m m m m m m m m m m m m m m m m n 24 Unrestricted 3,455,300,462. 3,290,078,257. a

l m m m m m m m m m m m m m m m m m m m m

a 25 Temporarily restricted

B m m m m m m m m m m m m m m m m m m m m 26 Permanently restricted d

n I Foundations that do not follow SFAS 117, check here u F

and complete lines 27 through 31. r m m m m m m m m m o

27 Capital stock, trust principal, or current funds

s m m m m m m t 28 Paid-in or capital surplus, or land, bldg., and equipment fund e

s m m

s 29 Retained earnings, accumulated income, endowment, or other funds

A m m m m m m 3,455,300,462. 3,290,078,257.

t 30 Total net assets or fund balances (see instructions) e 31 Total liabilities and net assets/fund balances (see N m m m m m m m m m m m m m m m m m m m m m m m m m instructions) 3,725,240,854. 3,477,930,189. Part III Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning omf ym emarm -m Pmarmt mII,m cmolmumm nm m(am), mlinm em 3m0 m (mmusmt magm rem em wm itmhm end-of-year figure reported on priomr ym emarm'sm rem tum rnm ) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1 3,455,300,462. 2 Enter amount from Part I, line 27a I 2 -5,801,233. 3 Other increases not inmclmudm emd minm limnem 2m (m item mm izm em) m m ATCHm m m m 11m m m m m m m m m m m m m m m m m m m m m m m m m 3 17,154,351. 4 Add lines 1, 2, and 3 I 4 3,466,653,580. 5 Decreases not included in line 2 (itemize) ATCH 12 m m m m 5 176,575,323. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 6 3,290,078,257. Form 990-PF (2018)

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8E1420 1.000 7YM02T 720F V 18-7.6F PAGE 2 OPEN SOCIETY INSTITUTE 13-7029285 Form 990-PF (2018) Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (b) How (a) List and describe the kind(s) of property sold (for example, real estate, acquired (c) Date acquired (d) Date sold 2-story brick warehouse; or common stock, 200 shs. MLC Co.) P - Purchase (mo., day, yr.) (mo., day, yr.) D - Donation 1 a b c d e (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale ((e) plus (f) minus (g)) a b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69. (l) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or (i) FMV as of 12/31/69 as of 12/31/69 over col. (j), if any Losses (from col. (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) $ & If (loss), enter -0- in Part I, line 7 2 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also memntmerm imn m Pmarmt mI, m linm em 8m ,m cmomlummn m(cm).m Sm eme minmstmrumctmiomnsm . m Imf m(lom sms)m, em nm tem r m -0m - m inm & Part I, line 8 3 Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes X No If "Yes," the foundation doesn't qualify under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries. (a) (b) (c) (d) Base period years Distribution ratio Calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable-use assets (col. (b) divided by col. (c)) 2017 201,565,694. 3,494,485,528. 0.057681 2016 161,106,500. 2,337,347,461. 0.068927 2015 154,895,603. 1,829,354,569. 0.084672 2014 145,814,928. 971,806,489. 0.150045 2013 167,945,321. 252,090,407. 0.666211 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2 Total of line 1, column (d) 2 1.027536 3 Average distribution ratio for the 5-year base period - divide the total on line 2 mbym 5m .0m , morm bmym the number of years the foundation has been in existence if less than 5 years 3 0.205507 m m m m m m m m m 4 Enter the net value of noncharitable-use assets for 2018 from Part X, line 5 4 3,490,583,017.

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5 717,339,244. 5 Multiply line 4 by line 3 m m m m m m m m m m m m m m m m m m m 6 3,762,755. 6 Enter 1% of net inmvemstmmm emntm inm cmomm em (m1%m m omf Pm amrt mI, mlinme m27m bm) m m m m m m m m m m m m m m m m m m m 7 721,101,999. 7 Add lines 5 and 6 m m m m m m m m m m m m m m m m m m m m m m m m 8 Enter qualifying distributions from Part XII, line 4 8 207,266,277. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions. JSA Form 990-PF (2018) 8E1430 1.000 7YM02T 720F V 18-7.6F PAGE 3 Form 990-PF (2018) OPEN SOCIETY INSTITUTE 13-7029285 Page 4 Part VI Excise Tax Based on Investment Income (SecItion 4940(a), 4940(b), 494m 0m(em )7, or 4948 - see instructions) 1a Exempt operating foundations described in section 4940(d)(2), check here and enter "N/A" on line 1. Date of ruling or determination letter: (attach copy of letter if necessary - see instructions) * b Domestic foundations that meet the section m49m 4m0(me)m rmeqmuimrem menmtsm inm mPam rt m Vm, mchm ecm km m m m m m m m m m 8 1 7,525,510. here I and enter 1% of Part I, line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of 9 Part I, line 12, col. (b). 2 Tax under sectionm 5m11m m(dmomm emstmic m sem cmtiomn m 49m 4m7(ma)m(1m) mtrum stms m anm dm tam xmabmlem fmoumndm amtiomnsm om nmly;m om thmerms,m emntmerm -0m -)m 2 3 Add lines 1 and 2 3 7,525,510. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundationsm om nmly;m omthmerms, m emntmer m -0m -)m 4 0. 5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- 5 7,525,510. 6 Credits/Payments: m m m m a 2018 estimated tax payments and 2017 overpaymentm cmremdimtedm tmo m20m 1m8 m m m m 6a 5,400,410. b Exempt foreign organizations - tax withheld at source m m m m m m m 6b c Tax paid with application for extension of tim me tmo mfilem (mFom rmm 8m 8m68m ) m m m m m m m 6c 2,125,100. d Backup withholding erroneously withheld m m m m m m m m m m m m m m 6m dm m m m m m m m m m m m m m 7 Total credits and payments. Add lines 6a through 6d m m m m m m m 7 7,525,510. 8 Enter any penalty for underpayment of estimated tax. Check here X if For m m22m 2m0 ims matmtacm hmedm m m m m m m I 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ATCH 13m m m m m m m m m m I 9 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter Ithe amount overpaid 10 11 Enter the amount of line 10 to be: Credited to 2019 estimated tax Refunded I 11 Part VII-A Statements Regarding Activities 1a During the tax year, did the foundation attemmmptm mto m imnfmlumenmcem manm y m nm atm iomnam l, m sm tamtem, morm mlocm aml mlemgism lam timonm morm dm idm mit Yes No participate or intervene in any political campaign? 1a X b Did it spend more than m$1m 0m0 m dm umrinm g m tmhem m ymeamr m (em itmhemr m dmirem cmtlym morm mindm irmecm tlym ) m fmorm mpomlitmicam l m pm urm pom smesm? m Sm eem m thm e instructions for the definition 1b X If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connectiomn mwimthm thm em acm timvitmiems.m m m m m m m m m m m m m m m m m m m m m m m m m c Did the foundation file Form 1120-POL for this year? 1c X d Enter the amount (ifI any) of tax on political expenditures (section 4955) imposed dIuring the year: (1) On the foundation. $ 0. (2) On foundation managers. $ 0. e Enter the reimbursement I(if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. $ 0. m m m m m m m m m m m m m m m 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X If "Yes," attach a detailed description of the activities. 3 Has the foundation made any changes, not previously reported to the IRS, in its governing minmstmrum em nmt, m amrtimclem s of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of thm em chm amngm esm m m m m m m m m m m 3 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m X b If "Yes," has it filed a tax return on Form 990-T for this year? m m m m m m m m m m m m m m m m m 4b 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X If "Yes," attach the statement required by General Instruction T. 6 A%re the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: % By language in the governing instrument, or By state legislation that effectively amends the govmermninm gm minsm trmum em nmt msom mthmatm mnom mmmanm dmatom rym m dmiremctmiomnsm mthmat conflict with the state law remain in the governing instrument? 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV 7 X 8a Enter the states to which the foundation reports or with which it is registered. See instructions. I NY, b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 99m 0m-PmF m tom m thm e m Am ttmormnem y m Gm emnemraml (or designate) of each state as required by General Instruction G? If "No," attach explanation 8b X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calmenmdam r m ymeamr m20m 1m8 m omr m thm e m tam xm ym eam r m bmegm inm nimngm minm 2m 0m18m ? m Sm eem mthme m inm stmrum ctmiomnsm fmorm Pm amrt m XmIVm. mIf m "Ym ems,m" complete Part XIV 9 X 10 Did any persons becm om me m smubmstmanm tiam l m cmonm trmibmutom rsm m dum rimngm m thm e m tmaxm myemarm? m Ifm m"Ymesm," m am ttam cmh m am mscmhem dmulem m lism timngm mthmeirm names and addresses 10 X Form 990-PF (2018)

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8E1440 1.000 7YM02T 720F V 18-7.6F PAGE 4 Form 990-PF (2018) OPEN SOCIETY INSTITUTE 13-7029285 Page 5 Part VII-A Statements Regarding Activities (continued) Yes No 11 At any time during the year, did the foundation, directly or minmdimremctlmy,m mowm nm ma m cm onm trmolmlemd m emntmitym m wmithm inm m thm em meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions ATCH 14 ATCH 15 11 X 12 Did the foundation make a distribution to a donor advised fund m omvemr m wm hmichm m thm em fmoum nmdam tiom nm morm am m dmisqm umalmifiem dm person had advisory privileges? If "Yes," attach statement. See instructions 12 X 13 Did the foundatioIn comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address I WWW.OPENSOCIETYFOUNDATIONS.ORG I 14 The books aIre in care of MAIJA ARBOLINO Telephone no. I 212-548-0600 Located at 224 WEST 57TH STREET, NEW YORK, NY ZIP+4 m 10019m m m m m m m m m m m I 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieum om f m Fmormmm 1m 0m41m m - m cmhem cmk mhem rem m and enter the amount of tax-exempt interest received or accrued during the year I 15 16 At any time during calendar year 2018, did the foundation hmavme m amn m inm tem rem stm min m om r m am sm igm nam tum rem morm om thm emr m aum thm omritmy Yes No over a bank, securities, or other financial account in a foreign country? 16 X See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes," enter the name of the foreign country I ATCH 16 Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No 1a During the year, did the foundation (either directly or indirectly): m m m m m m m m m (1) Engage in the sale or exchange, or leasing of property with a disqualified person? Yes X No (2) Borrow money fromm , m lemndm mmmonm eym mtom, morm om thm emrwmisme m exm tem nmd m crm edm itm tmo m (om r m amccm epm t m itm mfrom mm) m am disqualified person? m m m m m m m m m Yes X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified personm? m m m m m m m m m X Yes No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? X Yes No (5) Transfer any income or assets to a disqmuam lifmiemd mpem rsm onm m(omr mmmakme m anm ym om f m eimthmerm am vam ilmabmle m fom rm the benefit or use of a disqualified person)? Yes X No (6) Agree to pay money or property to a government official? (Exception. Check "No" if the foundation agreed to make a grant to or to employ thme m om ffmicimal m fmorm ma m pmermiomd m am ftem rm termination of government service, if terminating within 90 days.) Yes X No b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exm cmepmtiom nms mdem smcrmibem dm inm mRmegmulmatimonm sm section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instrucmtiom nsm m m m m m m m m m m m m 1b X Organizations relying on a current notice regarding disaster assistance, check here I c Did the foundation engage in a prior year in any of the acts dmesm crm ibmedm minm 1m am, motmhem r m thm amn m emxcmepm tem dm am cmts,m tm ham tm were not corrected before the first day of the tax year beginning in 2018? 1c X 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942(j)(3) or 4942(j)(5)): a At the end of tax year 2018, did the foundatiomn m hmavme m anm ym um ndm ism trmibmutem dm imncmo m em (m linm esm m6dm manm dm 6e, Part XIII) for tax yeIar(s) beginning before 2018? Yes No If "Yes," list the years , , , b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistmribm umtemd m inm com mm e?m m (Imf m apm pmlyimngm m sem cmtiom n m 4m 9m42m (am )(m2)m tm om all years listed, answer "No" and attach statement - see instructions.) 2b c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here. , , , 3a Did the foundation hold mmorme m thmanm ma m 2%m m dmirem ctm om r m inm dmirem ctm imntmermesmt minm am nmy mbum simnem ssm menm temrpmrism em at any time during the year? X Yes No b If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holdinm gm mpem riom dm? m (mUsm em mScm hmedmulme m Cm , m Fm omrmm m 4m72m 0m, m tom m dmetmermmminem m ifm m thm em foundation had excess business holdings in 2018.) 3b X 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018? 4b X Form 990-PF (2018)

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8E1450 1.000 7YM02T 720F V 18-7.6F PAGE 5 Form 990-PF (2018) OPEN SOCIETY INSTITUTE 13-7029285 Page 6 Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year, did the foundation pay or incur any amount to: m m m m m m Yes No (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? Yes X No (2) Influence the outcome of any specific public m emlecm timonm (m sem e m smecm tiom nm 4m 9m55m);m omr mtom cm amrrym om nm, directly or indirectly, any voter registration drive? m m m m m m m m m m m Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes? X Yes No (4) Provide a grant to an organization othm emr mthmanm ma mchm amritmabmle,m em tcm ., m omrgmanm izmatmionm mdem scm rimbem d m inm section 4945(d)(4)(A)? See instructions X Yes No (5) Provide for any purpose other than religious, charitable, sciem nmtifmic,m lmitem ramrym, morm em dum cmatmionm aml purposes, or for the prevention of cruelty to children or animals? Yes X No b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the mexm cem pmtiomnsm mdem scm rimbemd m inm Regulations section 53.4945 or in a current notice regarding disaster assistance? Seme minsm trmucm timonms m m m m m m m m m m m 5b X Organizations relying on a current notice regarding disaster assistance, check here I c If the answer is "Yes" to question 5a(4), does the foundmatimonm mclam i m m emxemmmptmionm mfrmomm mthme m tam x because it maintained expenditure responsibility for the grant? Yes X No If "Yes," attach the statement required by Regulations section 53.4945-5(d). ATCH 17 6a Did the foundation, during them myemarm, rm ecm emivem manmy m fum ndm sm, dm irmecm tlmy morm imndmirem cmtlym, mtom pm aym mprmemm ium mm s on a personal benefit contract? m m Ym ems m m mXm Nm om b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X If "Yes" to 6b, file Form 8870. m m 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? m m Ym ems m m mXm Nm om b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? 7b 8 Is the foundation subject to the section 4960 tax on payment(sm ) mofm mm omre m thm amn $m 1m,0m00m,0m00m inm m m m m remuneration or excess parachute payment(s) during the year? Yes X No Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, and foundation managers and their compensation. See instructions. (b) Title, and average (c) Compensation (d) Contributions to (e) Expense account, (a) Name and address hours per week (If not paid, employee benefit plans devoted to position enter -0-) and deferred compensation other allowances

ATCH 18 3,460,149. 783,280. 30,996.

2 Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter "NONE." (b) Title, and average (d) Contributions to (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation employee benefit (e) Expense account, devoted to position plans and deferred other allowances compensation

ATCH 19 1,742,580. 400,541. 0.

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Total number of other employees paid over $50,000 I 474 Form 990-PF (2018)

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8E1460 1.000 7YM02T 720F V 18-7.6F PAGE 6 OPEN SOCIETY INSTITUTE 13-7029285 Form 990-PF (2018) Page 7 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for professional services. See instructions. If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

ATCH 20 14,274,840.

m m m m m m m m m m m m m m m m m m m m m m Total number of others receiving over $50,000 for professional services I 128 Part IX-A Summary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of Expenses organizations and other beneficiaries served, conferences convened, research papers produced, etc. 1 US PROGRAM SUPPORTS EFFORTS TO BUILDING VIBRANT, INCLUSIVE, AND MORE JUST SOCIETY IN THE UNITED STATES. 14,988,333. 2 JUSTICE INITIATIVE PROGRAM REPRESENTS INDIVIDUALS BEFORE DOMESTIC AND INTERNATIONAL COURTS, DOCUMENT VIOLATIONS, PROPOSE SOLUTIONS AND ENGAGE POLICYMAKERS. 14,621,994. 3 PUBLIC HEALTH PROGRAM WORKS TO RECLAIM HEALTH AS A PUBLIC GOOD AVAILABLE TO ALL AND SUPPORT COMMUNITIES THAT RECEIVE MINIMAL OR SUBSTANDARD CARE BECAUSE OF WHO THEY ARE. 11,542,378. 4 SCHOLARSHIP PROGRAM SUPPORTS GRANT ACTIVITIES THAT OFFER AWARDS FOR ADVANCED STUDY IN THE SOCIAL SCIENCES AND HUMANITIES. 9,137,463. Part IX-B Summary of Program-Related Investments (see instructions) Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount 1 NONE

All other program-related investments. See instructions. 3 NONE m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Total. Add lines 1 through 3 I Form 990-PF (2018)

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8E1465 1.000 7YM02T 720F V 18-7.6F PAGE 7 OPEN SOCIETY INSTITUTE 13-7029285 Form 990-PF (2018) Page 8 Part X Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a Average monthly fair market value m omf smecm umritmiems m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1a 3,515,577,883. b Average of monthly cash balances m m m m m m m m m m m m m m m m m m m m m m m m m m m 1b 28,103,821. c Fair market value of all other masm smetms (m sem em inm smtrum cmtiomnsm )m m m m m m m m m m m m m m m m m m m m m m m m m m m 1c 57,400. d Total (add lines 1a, b, and c) 1d 3,543,739,104. e Reduction claimed for blockage orm omthmemr fmacm tom rsm rmepm omrtmedm omnm linm ems m1am am nd 1c (attach detailed explanation) m m m m m m m m m m 1m em m m m m m m m m m m m m m m m 2 Acquisition indebtedness apm pmlicmabm lem tmom linm em 1m amssm emtsm m m m m m m m m m m m m m m m m m m m m m m m m m m m 2 3 Subtract line 2 from line 1d 3 3,543,739,104. 4 Cash deememd m hmemldm fmorm mchmamritmabm lem macm timvimtiems.m mEnm tem r m 1m m1/m2 m%m om f m limnem m3 m (mfomr mgmrematmerm am mm om umntm, msem em instructions) 4 53,156,087. 5 Net value of noncharitable-use assets. Subtract mlinm em 4m fmrommm limnem m3.m Emntmerm hm emrem amndm monm Pm amrt m Vm, lminme m4m 5 3,490,583,017. 6 Minimum investment return. Enter 5% of line 5 6 174,529,151. Part XI Distributable Amount (see instructions) (ISection 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations, check hmerm em m Xm m m amndm dm om nm omt cm om mplmetme mthmism pmarmt.)m m m m m m m 1 Minimum investment return from Part X, line 6 m m m m m m m 1 2 a Tax on investment income for 2018 from Part VI, line 5 m m 2a b Income tax for 2018.m (mThm ism dm omesm nm omt imncm lum dme mthme mtamx mfrom mm Pm am rtm VmI.)m m m m 2mbm m m m m m m m m m m m m m m m c Add lines 2a and 2b m m m m m m m m m m m m m m m m m m 2c 3 Distributable amount before adjustments. Subtract line 2mc mfrom mm mlinme m1 m m m m m m m m m m m m m m m m m m 3 4 Recoveries of amomunm tms mtrem amtemd m ams mqum amlifmyinm gm dmismtrimbumtiom nms m m m m m m m m m m m m m m m m m m m m m m m m m 4 5 Add lines 3 and 4 m m m m m m m m m m m m m m m m m m m m m m m m m m 5 6 Deduction from distributable amount (see instructions) 6 7 Distribm umtam bmlem am mm omunm tm am sm am dmjumstmedm . m Sm umbtmramctm lminme m 6m mfrom mm m limnem m5.m Em nm tem r m hmemrem am nmd m om nm Pm amrt m Xm IImI, m line 1 7 Part XII Qualifying Distributions (see instructions) 1 Amounts paid (including administrative expenses) to accomplish charitamblme,m emtcm., mpum rpm omsem sm: m m m m m m a Expenses, contributions, gifts, etc. - total from Pamrt mI, mcom lummmn m(dm),m linm em 2m6 m m m m m m m m m m m m m m m m m 1a 205,229,272. b Program-related investments - total from Part IX-B 1b 2 Amounts m pmaimd m tom macm qmuimrem am smsem tsm um smedm m(omr m hmelmd m fom r m umsem ) m dmirem cmtlym minm cm amrrmyinm gm om um t m cmham rimtamblme,m em tcm .,m purposes 2 2,037,005. 3 Amounts set aside for specific charitable prmojmecm tsm thm amt sm amtism fym thm em: m m m m m m m m m m m m m m m m m m m m a Suitability test (prior IRS approval required) m m m m m m m m m m m m m m m m m m m m m m m m m m m 3a b Cash distribution test (attach the required schedule) 3b 4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8; and Part XIII, line 4 4 207,266,277. 5 Foundations that qualify under section 4940m(em) fmomr tmhem rm emdum cmedm rmatmem omf tmaxm om nm nmetm inm vmesm tm em nmt imncm om me.m Enter 1% of Part I, line 27b. See instructions m m m m m m m m m m m m m m m m m m m m m m 5 0. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 207,266,277. Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2018)

JSA

8E1470 1.000 7YM02T 720F V 18-7.6F PAGE 8 OPEN SOCIETY INSTITUTE 13-7029285

Form 990-PF (2018) Page 9 Part XIII Undistributed Income (see instructions) (a) (b) (c) (d) 1 Distribum tamblme m am om umntm fmorm m20m 1m8 m frmomm m Pmarmt mXIm, Corpus Years prior to 2017 2017 2018 line 7 0. 2 Undistributed income, if any, ams mof m thm e m enm d m ofm 2m 01m 8m: a Enter amount for 2017 only b Total for prior years: 20 16 ,20 15 ,20 14 3 Excess distribm umtiomnsm cm amrryover, if any, to 2018: a From 2013 m m m m m m b From 2014 m m m m m m c From 2015 m m m m m m d From 2016 m m m m m m e From 2017 m m m m m m m m m m m f Total of lines 3a through e 0. 4 QualifyiIng distributions for 2018 from Part XII, line 4: $ m m m a Applied to 2017, but not more than line 2a b Applied to undistributed income omf mprmiorm ym eam rsm (Election required - see instructions) c Treated as distributions oumt om f m com rpm ums m(Em lemctmionm required - see instructions) m m m m m m d Applied to 2018 distributable amount m m m e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2018 (If an amount appears in column (d), tmhem sm am em amount must be shown in column (a).) 6 Enter the net total of each column as indicated below: a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 b Prior years' undism trmibmutem dm minmcom mme.m mSum bmtram cmt line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the sem cmtiom n m 4m94m 2m(am) tax has been previously assessed d Subtract line 6c fromm m lminme m 6m bm. m Tm axm amblem amount - see instructions e Undistributed income for 2017. Subtract line 4a from linm e m m2am. m Tm axm amblem m ammmoum ntm m - m smeem instructions

f Undistributed income for 2018. Subtract lines 4d and 5 from linme m 1m. mThm ism am mm oum nmt mmmusmt mbem distributed in 2019 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3)m m(Em lemctmionm mmmaym mbem required - see instructions) 8 Excess distributions carryover from 2013m nm omt applied on line 5 or line 7 (see instructions) 9 Excess distributions carryover to 2019. m m m m m m m 0. Subtract lines 7 and 8 from line 6a 10 Analysis of line 9: m m m a Excess from 2014 m m m b Excess from 2015 m m m c Excess from 2016 m m m d Excess from 2017 m m m e Excess from 2018 Form 990-PF (2018)

JSA

8E1480 1.000 7YM02T 720F V 18-7.6F PAGE 9 Form 990-PF (2018) OPEN SOCIETY INSTITUTE 13-7029285 Page 10 Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9) 1 a If the foundation has received a ruling or determination letter thatm imt mism am mprmivam tem mopm emramtinm g foundation, and the ruling is effective for 2018, enter the date of the ruling I 01/28/1994 b Check box to indicate whether the foundation is a private operating foundation described in section X 4942(j)(3) or 4942(j)(5) 2 a Enter the lesser of the ad- Tax year Prior 3 years (e) Total justed net income from Part (a) 2018 (b) 2017 (c) 2016 (d) 2015 I or the minimum investment return from Part X for each m m m m m m m m 174,529,151. 174,724,276. 116,867,373. 75,016,981. 541,137,781. year listed m m m m m m b 85% of line 2a 148,349,778. 148,515,635. 99,337,267. 63,764,434. 459,967,114. c Qualifying distributions from Pamrt XII, line 4 for each year listed 207,266,277. 201,565,694. 161,106,500. 154,895,603. 724,834,074. d Amounts included in line 2c not used directly for acmtivem cmonmducm t 33,156,965. 27,761,100. 12,497,679. 17,552,589. 90,968,333. of exempt activities e Qualifying distributions made directly for active conduct of exempt activities.m Smubmtramct mlinme 2d from line 2c 174,109,312. 173,804,594. 148,608,821. 137,343,014. 633,865,741. 3 Complete 3a, b, or c for the alternative test relied upon: a "Assets" alternative test m- emntemr: m (1) Value of all assets (2) Value of assets qualifying under section m m m m m 4942(j)(3)(B)(i) b "Endowment" alternative test- enter 2/3 of minimum investment return shown in Pmartm Xm, 116,352,767. 116,482,851. 77,911,582. 60,978,486. 371,725,686. line 6 for each year listed c "Support" alternative test - enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (sectimon m 5m12(ma)(m5))m, or royalties) (2) Support from general public and 5 or more exempt organizations as provided in m semctimon m 49m 42m (j)(3)(B)(iii) (3) Largest amount of support from m amn m emxempmt organization m (4) Gross investment income Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) GEORGE SOROS b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here I if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc., to individuals or organizations under other conditions, complete items 2a, b, c, and d. See instructions. a The name, address, and telephone number or email address of the person to whom applications should be addressed: ATCH 21 b The form in which applications should be submitted and information and materials they should include:

c Any submission deadlines:

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:

JSA 8E1490 1.000 Form 990-PF (2018) 7YM02T 720F V 18-7.6F PAGE 10 OPEN SOCIETY INSTITUTE 13-7029285 Form 990-PF (2018) Page 11 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment Recipient If recipient is an individual, Foundation show any relationship to Purpose of grant or Amount any foundation manager status of contribution Name and address (home or business) or substantial contributor recipient a Paid during the year

ATCH 22

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I Total 3a 21,037,176. b Approved for future payment

ATCH 23

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I Total 3b 6,253,435.

JSA Form 990-PF (2018) 8E1491 1.000

7YM02T 720F V 18-7.6F PAGE 11 OPEN SOCIETY INSTITUTE 13-7029285 Form 990-PF (2018) Page 12 Part XVI-A Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e) Related or exempt (a) (b) (c) (d) function income Business code Amount Amount 1 Program service revenue: Exclusion code (See instructions.) a b c d e f g Fees and contracts from government magmenmciem sm 2 Membership dues and assessments m 14 8,787. 3 Interest on savings and temporary cash investments m m m m 14 4,896. 4 Dividends and interest from securities 5 Net rental income or (loss) fmrommm rem alm esm tam tem: m m a Debt-financed property m m m m m m m m b Not debt-financed property 6 Net rental income or (loss) from personal property m m m m m m m m m m 18 210,000,000. 7 Other investment income 8 Gain or (loss) from sales of assets other than invmenmtormy 9 Net income or (loss) from special events m m 10 Gross profit or (loss) from sales of inventory 11 Other revenue: a b ATCH 24 -774,905. c d e m m m m 12 Subtotal. Add columns (b), (d), and (e) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m209,238,778.m m m m 13 Total. Add line 12, columns (b), (d), and (e) 13 209,238,778. (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the L accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions.)

JSA Form 990-PF (2018) 8E1492 1.000 7YM02T 720F V 18-7.6F PAGE 12 Form 990-PF (2018) OPEN SOCIETY INSTITUTE 13-7029285 Page 13 Part XVII Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes No in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfersm frm om m thm em rmepm omrtimngm fmomunm dmatmiomn mtom am nmomncmham rmitam bmlem emxem mm pmt om rmgam nimzam timonm omf:m m m m m m m m m m m m m m m m m m (1) Cash m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1a(1) X (2) Other assets 1a(2) X b Other transactions: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m (1) Sales of assets to a noncharitable exempt organization m m m m m m m m m m m m m m m m m m m m m m m m m m m 1b(1) X (2) Purchases of assets from a noncharitable exem mptm omrgmanm izmatmiomnm m m m m m m m m m m m m m m m m m m m m m m m m m m 1b(2) X (3) Rental of facilities, equipment, om r motmhem r masm smetms m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1b(3) X (4) Reimbursement arrangemmenm tsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1b(4) X (5) Loans or loan guarantees m m m m m m m m m m m m m m m m m m m m m m m m 1b(5) X (6) Performance of services or membership or fundraising solicitations m m m m m m m m m m m m m m m m m m m m m 1b(6) X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X d If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received. (a) Line no. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements 1B(6) 1,529,265. OPEN SOC POLICY CTR ALLOCABLE SHARE OF O/H, SAL., 1C 2,070,734. OPEN SOC POLICY CTR BENEFITS & FACILITIES. 1B(4) 3,293. FUND POL REFORM INC. FPRI REIMBURSES OSI ALLOCABLE 1B(6) 862,292. FUND POL REFORM INC. SHARE OF OVERHEAD, SALARY, 1C 387,122. FUND POL REFORM INC. BENEFITS & FACILITIES. 1B(4) 47,660. FUND POL REFORM FPR REIMBURSES OSI ALLOCABLE SHARE OF EXPENSES.

2a Is the foundation directly or indirectly affiliated with, or related to, one orm mm om rem mtamx-mexm em mptm omrgm amnimzam timonmsm m m described in section 501(c) (other than section 501(c)(3)) or in section 527? X Yes No b If "Yes," complete the following schedule. (a) Name of organization (b) Type of organization (c) Description of relationship ATCH 25

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Sign M M May the IRS discuss this return MAIJA ARBOLINO 11/06/2019 CFO Here with the preparer shown below? Signature of officer or trustee Date Title See instructions. X Yes No

Print/Type preparer's name Preparer's signature Date Check if PTIN Paid MARGARET A BRADSHAW CPA 11/14/2019 self-employed P00501222 Preparer I I Firm's name I KPMG LLP Firm's EIN 13-5565207 Use Only Firm's address 8350 BROAD ST. MCLEAN, VA 22102 Phone no. 703-286-8000 Form 990-PF (2018)

JSA

8E1493 1.000 7YM02T 720F V 18-7.6F PAGE 13 Schedule B Schedule of Contributors OMB No. 1545-0047 (Form 990, 990-EZ, or 990-PF) I Attach to Form 990, Form 990-EZ, or Form 990-PF. À¾µ¼ Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for the latest information. Name of the organization Employer identification number OPEN SOCIETY INSTITUTE 13-7029285 Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ 501(c)( 3 ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF X 501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering "N/A" in column (b) instead of the contributor name and address), II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization mbem cmamusme mit mremcem ivmemd mnomnem xmclmusm ivmelmy mremligm iom ums,m cmham rimtamblme,m etc., contributions totaling $5,000 or more during the year I $

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

JSA

8E1251 1.000 7YM02T 720F V 18-7.6F PAGE 14 Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2 Name of organization OPEN SOCIETY INSTITUTE Employer identification number 13-7029285

Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

1 CHARITABLE GIVING LLC Person X Payroll 250 WEST 55TH STREET $ 100,000. Noncash (Complete Part II for NEW YORK, NY 10019 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person Payroll $ Noncash (Complete Part II for noncash contributions.)