2025-10-09T12:04:34-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-01-01 814004928 OPENCOLLECTIVE FOUNDATION OPEN 2129671100 440 N BARRANCA AVE 3717 COVINA CA 91723 BART WESTDIJK TREASURER 2129671100 2025-10-08 1 1 SANG AHN P00540880 5032270581 2022 2025-03-06 01:10:19Z X BART WESTDIJK 440 N BARRANCA AVE 3717 COVINA CA 91723 28502921 0 X HTTPS://OPENCOLLECTIVE.COM/ X 2016 CA THE OPENCOLLECTIVE FOUNDATION WAS FORMED TO ACT AS A HOST FOR NON FOR PROFIT PROJECTS. 5 5 39 7 0 0 8804384 27917900 332000 498960 0 86061 199230 0 9335614 28502921 1338834 9195158 0 0 216543 1453254 0 0 0 5260553 7724637 6815930 18373049 2519684 10129872 4802160 15251805 39948 359721 4762212 14892084 THE FOUNDATION'S MISSION IS TO PROMOTE 1) CHARITABLE PROJECTS AIMED AT INCREASING ACCESS TO EDUCATIONAL RESOURCES AND TRAINING 2) CHARITABLE PROJECTS AIMED AT CREATING A POSITIVE SOCIAL IMPACT AND 3) CHARITABLE PROJECTS AIMED AT DEVELOPING TOOLS TO IMPROVE CIVIC PARTICIPATION. 0 0 17729904 9195158 498960 BRING TOGETHER HOSTS FROM AROUND THE WORLD AND CREATE AN OPEN LICENSE FOR OPEN COLLECTIVES, SUPPORT THEM AND GROW THE MOVEMENT. 17729904 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 343 0 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 1 0 1 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 CA X X THE ORGANIZATION 2129671100 440 N BARRANCA AVE 3717 COVINA CA 91723 PIA MANCINI PRESIDENT 8.00 X X 25458 0 0 KAITLIN THANEY SECRETARY (THROUGH 12-8-22) 1.00 X X 0 0 0 ANDREW TRASK TREASURER (THROUGH 12-8-22) 1.00 X X 0 0 0 ANGIE KIM BOARD MEMBER 1.00 X X 0 0 0 HAFIDHA ACUAY SECRETARY 1.00 X X 0 0 0 NAN EILEEN MEAD TREASURER 1.00 X X 0 0 0 BART WESTDIJK BOARD MEMBER 1.00 X X 0 0 0 ALANNA IRVING EXECUTIVE DIRECTOR 24.00 X 69781 0 0 CAROLINE WOOLARD DIRECTOR OF RESEARCH & PARTNERSHIPS 32.00 X 152133 0 0 247372 0 0 1 0 1 0 JUSTWORKS 55 WATER ST NEW YORK NY 10041 PROFESSIONAL EMPLOYMENT ORGANIZATION 1188673 OPEN COLLECTIVE INC 440 N BARRANCA AVE 3717 COVINA CA 91723 TECH PLATFORM 641452 VACATIONLAND LLC 16 WAVERLY AVE APT 3-2 BROOKLYN NY 11205 FILM PRODUCTION 386606 DISCOCOOP CALLE TRIANO 10 VILLAVERDE DEL RIO SEVILLA ES 41318 COOPERATIVE PROJECT INCUBATOR 136028 MADHAVA JAY 10 OCONNELL ST UNIT 3 WEST END QUEENSLAND AU 4101 SOFTWARE ENGINEERING 116133 5 27917900 205230 27917900 COLLECTIVE HOST FEE 900099 498960 498960 498960 86061 86061 28502921 498960 0 86061 X 125534 125534 290610 290610 8779014 8779014 95239 76129 19110 1175853 940293 235560 67486 57969 9517 114676 91283 23393 135710 83824 51886 108355 735 107620 2703568 2679041 24527 271677 238946 32731 468404 383624 84780 1414561 1411793 2768 47168 47168 145057 144333 724 38936 14904 24032 PROGRAM EXPENSES 1438114 1438114 PLATFORM FEES 707859 707859 MERCHANT SERVICE FEES 208578 205007 3571 PROFESSIONAL DEVELOPMEN 36650 13724 22926 18373049 17729904 643145 0 4381700 4364110 9510387 1369484 420460 0 7824 4802160 15251805 14520 164961 25428 194760 39948 359721 X 49680 1392077 4712532 13500007 4762212 14892084 4802160 15251805 10129872 0 X X 0 1 X 1 0 X 464 304269 4707111 8804384 27917900 41734128 464 304269 4707111 8804384 27917900 41734128 3451522 38282606 86061 86061 199230 199230 42019419 981896 0.91110 0.59440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FISCAL SPONSOR PAYABLE 194760 194760 X 28502921 0 28502921 0 28502921 18373049 0 18373049 0 18373049 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS DIGITAL INFRASTRUCTURE 27790 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS DIGITAL INFRASTRUCTURE 41632 EUROPE (INCLUDING ICELAND & GREENLAND) 1 0 GRANTS TO RECIPIENTS DIGITAL INFRASTRUCTURE 81241 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS DIGITAL INFRASTRUCTURE 14127 EAST ASIA AND THE PACIFIC 1 0 MANAGEMENT N/A 2 0 0 0 2 0 164790 0 164790 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH: COOPERATIVES WORKING ON DIGITAL INFRASTRUCTURE 14127 WIRE 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, RESEARCH: SECURITY RAMIFICATIONS OF OPEN SOURCE SOFTWARE 27790 WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, RESEARCH: MAPPING AFRICAN DIGITAL INFRASTRUCTURES 41632 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 48193 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH: DEVELOPMENT OF PIGUARD 33048 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, RESEARCH: OPEN SOURCE IN PUBLIC SERVICE DELIVERY IN INDIA 27830 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH: "CREATIVE COMMONS" FOR API TERMS OF SERVICE, 32394 WIRE 0 3 4 IK PROJECT INDIVIDUAL GRANTS 8554 8554000 ALL VIA WISE WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: WE PAY IN THREE INSTALLMENTS, WITH AN EXTENSIVE APPLICATION PROCESS, MIDWAY REPORT, AND FINAL REPORT FROM THE GRANTEE. THE MID AND FINAL GRANT INSTALLMENT PAYMENST ARE CONTINGENT ON FULFILLING THE REPORTING REQUIREMENTS. EACH GRANT PROGRAM HAS AN EXPERT REVIEW COMMITTEE WITH BOTH OCF AND EXTERNAL MEMBERS. BOTH OF OUR PROGRAMS WITH NON-US GRANTEES ARE RESEARCH GRANTS, AND THE WORK PRODUCES TANGIBLE DELIVERABLES LIKE REPORTS, CONFERENCE TALKS, JOURNAL PUBLICATIONS, SO WE CAN SEE THE RESULTS OF THE FUNDED WORK. PART III ACCOUNTING METHOD: 1 CODE FOR SCIENCE AND SOCIETY 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 97214 813791683 501(C)(3) 9240 0 RESEARCH: INFRASTRUCTURE FUNDER'S TOOLKIT ARTICLE 19 INC 000 N WEST STREET SUITE 1200 WILMINGTON DE 19801 271337098 501(C)(3) 21249 0 IN SUPPORT OF THE INTERNET FREEDOM FESTIVAL SIMPLY SECURE 276 FIFTH AVE SUITE 704-33 NEW YORK NY 10001 472462310 501(C)(3) 49996 0 RESEARCH: INFRASTRUCTURE FUNDER'S TOOLKIT THE PENNSYLVANIA STATE UNIVERSITY 110 TECHNOLOGY CENTER BUILDING UNIVERSITY PARK PA 16802 246000376 501(C)(3) 40049 0 RESEARCH: RUST SECURITY ANALYSIS 4 0 TECH DEVELOPMENT 4 31491 ARTS AWARD: CREATIVE STORYTELLING 9 16200 MENTAL HEALTHCARE ACCESS SUPPORT 62 45890 AWARD RECOGNIZING AN INDIVIDUAL'S PAST ACCOMPLISHMENT IN A PARTICULAR FIELD 48 145500 EMPOWERING PARENT ENTREPRENEURS. 17 18000 HARDSHIP SUPPORT 39 23529 COMMUNITY-BUILDING 10 10000 PART I, LINE 2: OPENCOLLECTIVE FOUNDATION MAKES GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN ALIGNMENT WITH ITS MISSION AND THE IRS REQUIREMENTS FOR 501(C)(3) PUBLIC CHARITIES. OCF COLLECTS GRANT PROGRAM PROPOSALS, INDIVIDUAL PROPOSALS, AND GRANT AGREEMENTS. 0 0 0 0 0 0 0 0 0 CAROLINE WOOLARD DIRECTOR OF RESEARCH & PARTNERSHIPS 122133 0 30000 0 0 0 0 0 0 0 152133 0 0 0 PIA MANCINI OFFICER OF OPENCOLLECTIVE FOUNDATION AND CEO/CFO OF OPEN COLLECTIVE INC 712804 FEES FOR USE OF SOFTWARE PLATFORM 1 PIA MANCINI OFFICER OF OPENCOLLECTIVE FOUNDATION AND CEO/CFO OF OPEN COLLECTIVE INC 25458 CONSULTING EXPENSE PAID FOR BOARD MEMBER 0 X 60213 FMV X 2 15600 FMV X CRYPTOCURRENCY 6 129417 FMV 0 0 0 PART I, COLUMN (B): ALL IN-KIND DONATIONS ARE TRACKED INDIVIDUALLY ON A SPREADSHEET, WHICH DETAILS WHO DONATED, WHAT THEY DONATED AND WHEN, ALONG WITH THE VALUE OF THE ITEM(S). EACH NUMBER IN THIS COLUMN REFERS TO A ONE TIME DONOR (CONTRIBUTIONS), NOT THE AMOUNT OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 PIA MANCINI IS A CURRENT BOARD PRESIDENT OF OCF AS WELL AS AN EXECUTIVE ON THE MANAGEMENT TEAM OF OPEN COLLECTIVE, INC. ALANNA IRVING IS THE EXECUTIVE DIRECTOR OF OCF AS WELL AS AN EXECUTIVE ON THE MANAGEMENT TEAM OF OPEN COLLECTIVE INC. CAROLINE WOOLARD IS A KEY EMPLOYEE AS WELL AS AN EXECUTIVE ON THE MANAGEMENT TEAM OF OPEN COLLECTIVE, INC. FORM 990, PART VI, SECTION A, LINE 3 ALANNA IRVING, AS THE EXECUTIVE DIRECTOR, HAS OPERATED AS AN INDEPENDENT CONTRACTOR THROUGH HER COMPANY, PROTOZOA LTD. FORM 990, PART VI, SECTION A, LINE 5 IN JUNE 2022, OCF BECAME AWARE THAT IT WAS A VICTIM OF FRAUD BY AN UNKNOWN PERSON(S) WHO STOLE FUNDS FROM OCF'S BANK ACCOUNT, WHICH OCF ULTIMATELY RECOVERED IN AUGUST AND SEPTEMBER 2022. BASED ON OCF'S INTERNAL INVESTIGATION, OCF BELIEVES THAT SEVERAL MONTHS AGO, THE UNKNOWN PERSON(S) IMPROPERLY GAINED ACCESS TO OCF'S BANK ACCOUNT THROUGH AN ONLINE THIRD-PARTY PAYMENT PLATFORM. THE UNKNOWN PERSON(S) USED THE THIRD-PARTY PLATFORM TO REQUEST ACCESS TO OCF'S BANK ACCOUNT, WHICH WAS ULTIMATELY GRANTED WITHOUT OCF'S KNOWLEDGE OR CONSENT. OCF'S OWN SOFTWARE (CALLED OPEN COLLECTIVE) WAS NOT PENETRATED OR INVOLVED IN ANY WAY WITH THE FRAUD. OVER THE COURSE OF SEVERAL MONTHS, THE UNKNOWN PERSON (S) USED THEIR ACCESS TO OCF'S BANK ACCOUNT THROUGH THE THIRD-PARTY PAYMENT PLATFORM TO WITHDRAW FUNDS FROM OCF'S BANK ACCOUNT. THE UNKNOWN PERSON(S) STOLE A TOTAL OF $581,660.44. THE UNKNOWN PERSON(S) INITIALLY EVADED DETECTION FROM OCF'S ACCOUNTANTS AND OCF BY WITHDRAWING THESE FUNDS THROUGH MULTIPLE RELATIVELY SMALL TRANSACTIONS OVER TIME THAT WERE DISGUISED AMONGST THE THOUSANDS OF LEGITIMATE TRANSACTIONS OCF PROCESSED THROUGH THE SAME THIRD-PARTY PLATFORM DURING THE SAME PERIOD. OCF REPORTED THE FRAUD TO ITS BOARD AS SOON AS WE BECAME AWARE OF IT IN JUNE 2022, CONDUCTED AN INTERNAL INVESTIGATION, HIRED OUTSIDE COUNSEL, AND ALSO REPORTED THE FRAUD TO LAW ENFORCEMENT AND THE RELEVANT FINANCIAL INSTITUTIONS. OCF WORKED THROUGH THE BANK'S EXISTING MECHANISMS AND THE RELEVANT THIRD-PARTY PAYMENT PLATFORM. THOSE INSTITUTIONS CONDUCTED INVESTIGATIONS, AND ULTIMATELY, IN TWO TRANSACTIONS IN AUGUST AND SEPTEMBER 2022, THE INSTITUTIONS RETURNED TO OCF $563,860.44. SINCE THIS INCIDENT, OCF HAS MADE A TRANSPARENT PUBLIC STATEMENT ABOUT THE INCIDENT, STRENGTHENED ITS INTERNAL CONTROLS AND TRAINING, AND IS COMMITTED TO CONTINUALLY IMPROVING ITS SYSTEMS AND MAINTAINING HEIGHTENED AWARENESS AND DEFENSE MECHANISMS AGAINST THE EVER-INCREASING RISKS OF FRAUD. OCF REMAINS WILLING TO COOPERATE WITH LAW ENFORCEMENT TO WORK TOWARDS IDENTIFYING AND PROSECUTING THE FRAUDSTER TO THE FULL EXTENT OF THE LAW. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE STAFF ON THE FINANCE TEAM AND THE BOARD OF DIRECTORS PRIOR TO BEING FILED. IF THERE ARE ANY MATERIAL CHANGES, AN AMENDED 990 WILL BE FILED. THE 990 WILL BE AVAILABLE FOR PUBLIC VIEW ON OUR WEBSITE AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 931,424. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 931,424. ARTISTIC & CURATORIAL: PROGRAM SERVICE EXPENSES 397,610. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 397,610. GENERAL CONSULTING: PROGRAM SERVICE EXPENSES 229,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 229,750. HONORARIA: PROGRAM SERVICE EXPENSES 516,471. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 516,471. RESEARCH: PROGRAM SERVICE EXPENSES 230,954. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,954. TEACHING: PROGRAM SERVICE EXPENSES 162,274. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,274. CONTRACTORS: PROGRAM SERVICE EXPENSES 27,281. MANAGEMENT AND GENERAL EXPENSES 22,839. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,120. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 7,404. MANAGEMENT AND GENERAL EXPENSES 1,688. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,092. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 175,873. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,873. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SUMMARY OF AMENDMENTS THE FOLLOWING AMENDMENTS WERE MADE PRIMARILY TO ADJUST THE CLASSIFICATION OF INCOME AND GRANT EXPENSES AND RESTATE DESCRIPTIONS NOTED AFTER THE FILING DEADLINE: PAGE 1, CURRENT YEAR LINE 8 INCREASED BY $556,253 PAGE 1, CURRENT YEAR LINE 9 INCREASED BY $498,960 PAGE 1, CURRENT YEAR LINE 10 INCREASED BY $86,061 PAGE 1, CURRENT YEAR LINE 11 DECREASED BY $86,061 PAGE 1, CURRENT YEAR LINE 12 INCREASED BY $1,055,213 PAGE 1, CURRENT YEAR LINE 13 INCREASED BY $8,349,950 PAGE 1, CURRENT YEAR LINE 15 DECREASED BY $1 PAGE 1, CURRENT YEAR LINE 17 DECREASED BY $8,289,735 PAGE 1, CURRENT YEAR LINE 18 INCREASED BY $60,214 PAGE 1, CURRENT YEAR LINE 19 INCREASED BY $994,999 PAGE 1, CURRENT YEAR LINE 20 END OF YEAR INCREASED BY $995,000 PAGE 1, CURRENT YEAR LINE 21 END OF YEAR INCREASED BY $1 PAGE 1, CURRENT YEAR LINE 22 END OF YEAR INCREASED BY $994,999 PAGE 1, CURRENT YEAR LINE 4A EXPENSES INCREASED BY $175,486 PAGE 1, CURRENT YEAR LINE 4A GRANTS INCREASED BY $8,349,950 PAGE 2, CURRENT YEAR LINE 4A EXPENSES INCREASED BY $175,486 PAGE 2, CURRENT YEAR LINE 4A GRANTS INCREASED BY $8,349,950 PAGE 2, CURRENT YEAR LINE 4A REVENUE INCREASED BY $498,960 PAGE 3 PART IV, LINE 11 F CHANGED TO YES PAGE 3 PART IV, LINE 12 A CHANGED TO YES PAGE 3 PART IV, LINE 28 A CHANGED TO YES PAGE 6 VI, LINE 5 CHANGED TO YES AND DESCRIPTION ADDED TO SCHEDULE O PAGE 7 PART VII, PIA MANCHINI'S COLUMN D INCREASED BY $25,458 PAGE 8, PART VII, LINE 1B COLUMN D INCREASED BY $25,458 PAGE 8, PART VII, LINE 1D COLUMN D INCREASED BY $25,458 PAGE 9, PART VIII, LINE 1F INCREASED BY $556,253 PAGE 9, PART VIII, LINE 1G INCREASED BY $227,899 PAGE 9, PART VIII, LINE 1H INCREASED BY $556,253 PAGE 9, PART VIII, LINE 2A, ADDED PROGRAM REVENUE OF $498,960 PAGE 9, PART VIII, LINE 3 INCREASED BY $86,061 PAGE 9, PART VIII, LINE 11A DECREASED BY $86,061 PAGE 9, PART VIII, LINE 12, COLUMN A INCREASED BY $1,055,213 PAGE 9, PART VIII, LINE 12, COLUMN B INCREASED BY $489,960 PAGE 10 PART IX, LINE 1, COLUMN A DECREASED BY $264,274 PAGE 10 PART IX, LINE 1, COLUMN B DECREASED BY $264,274 PAGE 10 PART IX, LINE 3, COLUMN A INCREASED BY $8,614,224 PAGE 10 PART IX, LINE 3, COLUMN B INCREASED BY $8,614,224 PAGE 10 PART IX, LINE 5, COLUMN A DECREASED BY $126,675 PAGE 10 PART IX, LINE 5, COLUMN B DECREASED BY $66,926 PAGE 10 PART IX, LINE 5, COLUMN C DECREASED BY $59,749 PAGE 10 PART IX, LINE 7, COLUMN A INCREASED BY $126,675 PAGE 10 PART IX, LINE 7, COLUMN B INCREASED BY $263,948 PAGE 10 PART IX, LINE 7, COLUMN C DECREASED BY $137,273 PAGE 10 PART IX, LINE 9, COLUMN A DECREASED BY $1 PAGE 10 PART IX, LINE 9, COLUMN B INCREASED BY $14,464 PAGE 10 PART IX, LINE 9, COLUMN C DECREASED BY $14,465 PAGE 10 PART IX, LINE 10, COLUMN B INCREASED BY $17,358 PAGE 10 PART IX, LINE 10, COLUMN C DECREASED BY $17,358 PAGE 10 PART IX, LINE 11B, COLUMN A INCREASED BY $80,404 PAGE 10 PART IX, LINE 11B, COLUMN B INCREASED BY $80,404 PAGE 10 PART IX, LINE 11C, COLUMN A INCREASED BY $735 PAGE 10 PART IX, LINE 11C, COLUMN B INCREASED BY $735 PAGE 10 PART IX, LINE 11G, COLUMN A DECREASED BY $10,120,263 AND DETAIL ADDED TO SCHEDULE O PAGE 10 PART IX, LINE 11G, COLUMN B DECREASED BY $10,094,670 AND DETAIL ADDED TO SCHEDULE O PAGE 10 PART IX, LINE 11G, COLUMN C DECREASED BY $25,593 AND DETAIL ADDED TO SCHEDULE O PAGE 10 PART IX, LINE 12, COLUMN A INCREASED BY $238,946 PAGE 10 PART IX, LINE 12, COLUMN B INCREASED BY $206,215 PAGE 10 PART IX, LINE 12, COLUMN C INCREASED BY $32,731 PAGE 10 PART IX, LINE 13, COLUMN A INCREASED BY $388,266 PAGE 10 PART IX, LINE 13, COLUMN B INCREASED BY $305,938 PAGE 10 PART IX, LINE 13, COLUMN C INCREASED BY $82,328 PAGE 10 PART IX, LINE 14, COLUMN A INCREASED BY $1,414,561 PAGE 10 PART IX, LINE 14, COLUMN B INCREASED BY $1,411,793 PAGE 10 PART IX, LINE 14, COLUMN C DECREASED BY $2,768 PAGE 10 PART IX, LINE 16, COLUMN A DECREASED BY $189,135 PAGE 10 PART IX, LINE 16, COLUMN B DECREASED BY $183,253 PAGE 10 PART IX, LINE 16, COLUMN C DECREASED BY $5,882 PAGE 10 PART IX, LINE 17, COLUMN B DECREASED BY $724 PAGE 10 PART IX, LINE 17, COLUMN C INCREASED BY $724 PAGE 10 PART IX, LINE 23, COLUMN A INCREASED BY $8,434 PAGE 10 PART IX, LINE 23, COLUMN B INCREASED BY $8,434 PAGE 10 PART IX, LINE 24A, COLUMN A DECREASED BY $112,156 PAGE 10 PART IX, LINE 24A, COLUMN B DECREASED BY $112,156 PAGE 10 PART IX, LINE 24B, EXPENSE DESCRIPTION CHANGED PAGE 10 PART IX, LINE 24B, COLUMN A DECREASED BY $221,829 PAGE 10 PART IX, LINE 24B, COLUMN B DECREASED BY $221,829 PAGE 10 PART IX, LINE 24C, EXPENSE DESCRIPTION CHANGED PAGE 10 PART IX, LINE 24C, COLUMN A INCREASED BY $185,652 PAGE 10 PART IX, LINE 24C, COLUMN B INCREASED BY $182,081 PAGE 10 PART IX, LINE 24C, COLUMN C INCREASED BY $3,571 PAGE 10 PART IX, LINE 24D, EXPENSE DESCRIPTION CHANGED PAGE 10 PART IX, LINE 24D, COLUMN A INCREASED BY $36,650 PAGE 10 PART IX, LINE 24D, COLUMN B INCREASED BY $13,724 PAGE 10 PART IX, LINE 24D, COLUMN C INCREASED BY $22,926 PAGE 10 PART IX, LINE 25, COLUMN A INCREASED BY $60,214 PAGE 10 PART IX, LINE 25, COLUMN B INCREASED BY $175,486 PAGE 10 PART IX, LINE 25, COLUMN C DECREASED BY $115,272 PAGE 11, PART X, LINE 1, COLUMN B DECREASED BY $9,518,211 PAGE 11, PART X, LINE 2, COLUMN B INCREASED BY $9,510,387 PAGE 11, PART X, LINE 3, COLUMN B INCREASED BY $1,369,484 PAGE 11, PART X, LINE 4, COLUMN B DECREASED BY $374,484 PAGE 11, PART X, LINE 15, COLUMN B INCREASED BY $7,824 PAGE 11, PART X, LINE 16, COLUMN B INCREASED BY $995,000 PAGE 11, PART X, LINE 17, COLUMN B INCREASED BY $1 PAGE 11, PART X, LINE 26, COLUMN B INCREASED BY $1 PAGE 11, PART X, LINE 27, COLUMN B DECREASED BY $7,742,796 PAGE 11, PART X, LINE 28, COLUMN B INCREASED BY $8,737,795 PAGE 11, PART X, LINE 32, COLUMN B INCREASED BY $994,999 PAGE 11, PART X, LINE 33, COLUMN B INCREASED BY $995,000 PAGE 12, PART XI, LINE 1 INCREASED BY $1,055,213 PAGE 12, PART XI, LINE 2 INCREASED BY $60,214 PAGE 12, PART XI, LINE 3 INCREASED BY $995,089 PAGE 12, PART XI, LINE 10 INCREASED BY $994,999 PAGE 12, PART XII, LINE 2B CHANGED TO YES PAGE 12, PART XII, LINE 2C CHANGED TO YES SCHEDULE A, PART II, SECTION A, LINE 1, COLUMN E & F INCREASED BY $556,253 SCHEDULE A, PART II, SECTION A, LINE 4, COLUMN E & F INCREASED BY $556,253 SCHEDULE A, PART II, SECTION A, LINE 5, COLUMN F INCREASED BY $1,766,302 SCHEDULE A, PART II, SECTION A LINE 6, COLUMN F DECREASED BY $1,210,049 SCHEDULE A, PART II, SECTION B, LINE 7, COLUMN E & F INCREASED BY $556,253 SCHEDULE A, PART II, SECTION B, LINE 8, COLUMN E & F INCREASED BY $86,061 SCHEDULE A, PART II, SECTION B, LINE 9, COLUMN D & F INCREASED BY $199,230 SCHEDULE A, PART II, SECTION B, LINE 10, COLUMN C DECREASED BY $3,381,437 SCHEDULE A, PART II, SECTION B, LINE 10, COLUMN D DECREASED BY $3,027,674 SCHEDULE A, PART II, SECTION B, LINE 10, COLUMN E DECREASED BY $6,163,060 SCHEDULE A, PART II, SECTION B, LINE 10, COLUMN F DECREASED BY $12,572,171 SCHEDULE A, PART II, SECTION B, LINE 11, COLUMN F DECREASED BY $11,730,627 SCHEDULE A, PART II, SECTION B, LINE 12, COLUMN F INCREASED BY $213,669 SCHEDULE A, PART II, SECTION B, LINE 13, BOX UNCHECKED SCHEDULE A, PART II, SECTION C, LINE 14, PERCENTAGE REPORTED SCHEDULE A, PART II, SECTION C, LINE 15, PERCENTAGE REPORTED SCHEDULE A, PART II, SECTION C, LINE 16A, BOX UNCHECKED SCHEDULE B, CHANGED FROM GENERAL RULE TO SPECIAL RULE MEETING 33 1/3% TEST SCHEDULE B, REMOVED CONTRIBUTORS BELOW 2% OF PART VIII LINE 1H SCHEDULE D, PAGE 3, PART X, LINE 2 BOX CHECKED AND FOOTNOTE PROVIDED ON PART XIII SCHEDULE D, PAGE 4, PART XI AND XII, AMOUNTS REPORTED SCHEDULE F, PART I, LINE 3 COLUMN A ADDED REGION EAST ASIA AND THE PACIFIC SCHEDULE F, PART I, LINE 3 COLUMN B ADDED 1 NUMBER OF OFFICE IN THE REGION SCHEDULE F, PART I, LINE 3 COLUMN D ADDED DESCRIPTION MANAGEMENT SCHEDULE F, PART I, LINE 3A COLUMN B, INCREASED TO 2 SCHEDULE F, PART III, COLUMN B, CHANGED DESCRIPTION TO 1K PROJECT INDIVIDUAL SCHEDULE L ADDED SCHEDULE M, PART I, LINE 5 INCREASED BY $24,946 SCHEDULE M, PART I, LINE 19 & 26 INFORMATION REMOVED