SALESFORCE COM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SALESFORCE COM FOUNDATION (EIN 94-3347800)
- Tax period
- 2023-02-01 to 2024-01-31
- Filed
- 2024-12-12
- IRS object ID
- 202413479349100016
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-12T13:05:56-06:00 | ReturnTs |
| Tax Period End | 2024-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943347800 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALESFORCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALE | BusinessNameControlTxt |
| Phone | 8669240450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FREMONT STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOACHIM WETTERMARK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8669240450 | PhoneNum |
| Signature | 2024-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2024-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $395,528,825 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,009,105 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $370,407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $370,407 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,308,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,061,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,740,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,567,432 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,717,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,246,821 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,430 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,303 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $102,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,270,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,270,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $423,137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,576,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,707,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,145,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,145,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,722,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,707,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,268,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,539,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,861,274 | CashBOYAmt |
| Cash EOY | $414,768 | CashEOYAmt |
| Cash EOYFMV | $414,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,111,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,611,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,611,911 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $354,462,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $375,502,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $375,502,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $376,436,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $395,528,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $395,528,825 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $632,243 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $870,787 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $632,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $870,787 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $375,471,491 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $394,425,692 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $332,346 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $232,346 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $375,803,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,658,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,436,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $395,528,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $375,803,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,859,747 | OtherIncreasesAmt |
| Subtotal | $394,658,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $394,658,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN / (LOSS) FROM PASSTHROUGHS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Cost Or Other Basis | $7,590,279 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,590,279 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,590,279 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,590,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202,098 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202,098 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202,098 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $170,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7,948 | EsPenaltyAmt |
| Tax Due | $40,046 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SALESFORCE.COM/COMPANY/PHILANTHROPY | WebsiteAddressTxt |
| Individual With Books | JOACHIM WETTERMARK | IndividualWithBooksNm |
| Phone | 4152794969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FREMONT STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC BENIOFF | ||||||||
| 415 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | CHAIRMAN | 2.50 | $0 | $0 | $0 |
| RONALD CONWAY | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LAURA SCHER | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EBONY BECKWITH | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | CEO THRU 4/2023 | 3.00 | $0 | $0 | $0 |
| REBECCA FERGUSON | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | COO THRU 4/2023 / CEO START 4/2023 | 3.00 | $0 | $0 | $0 |
| SAMUEL CHUNG | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | CFO | 1.00 | $0 | $0 | $0 |
| SARAH DODS | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL BUTLER | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| LARA MOURITSEN | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| MAGGIE TAN | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | FINANCE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOACHIM WETTERMARK | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUSSEL INVESTMENTS | |||||
| 1301 SECOND AVENUE | SEATTLE | WA | 98101 | INVESTMENT MANAGEMENT | $966,150 |
| MOSS ADAMS LLP | |||||
| 101 SECOND STREET SUITE 900 | SAN FRANCISCO | CA | 94105 | AUDIT AND TAX SERVICES | $56,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $363,640,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,502,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $376,142,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $376,142,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,642,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,500,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,525,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,525,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202,098 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202,098 | TotalTaxAmt |
| Distributable Before Adj | $18,322,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,322,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,322,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,268,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,268,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,322,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,682,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,598,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,485,979 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,082,933 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,189,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,039,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,268,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,322,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,945,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,985,144 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,682,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $80,302,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,598,334 | ExcessFromYear4Amt |
| Excess From Year3 | $16,485,979 | ExcessFromYear3Amt |
| Excess From Year2 | $14,082,933 | ExcessFromYear2Amt |
| Excess From Year1 | $18,189,674 | ExcessFromYear1Amt |
| Excess From Current Year | $17,945,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC BENIOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3DE NATIONAL LLC | |||||||
| 3563 PIDMOND RD NE STE 46 | ATLANTA | GA | 30305 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $1,000,000 |
| AI4ALL | |||||||
| 548 MARKET STREET PMB 95333 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $500,000 |
| AMERICAN AI FORUM | |||||||
| 95 3RD STREET 2ND FL | SAN FRANCISCO | CA | 94103 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $1,000,000 |
| ANNIECANNONS | |||||||
| 1423 BROADWAY 1144 | OAKLAND | CA | 94612 | NONE | PC | SUPPORT SKILL TRAINING AND EMPLOYMENT OPPORTUNITIES | $500,000 |
| BOSTON PRIVATE INDUSTRY COUNCIL | |||||||
| 2 OLIVER STREET 3RD FL | BOSTON | MA | 02109 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES | $500,000 |
| CHILDREN FIRST FUND THE CHICAGO PUBLIC SCHOOLS FOUNDATION | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60602 | NONE | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 |
| CODE THE DREAM | |||||||
| 201 W MAIN STREET STE 100 PMB003 | DURHAM | NC | 27701 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $500,000 |
| COLLABORATIVE FOR ACADEMIC SOCIAL AND EMOTIONAL LEARNING (CASEL) | |||||||
| 815 W VAN BUREN ST STE 210 | CHICAGO | IL | 60607 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $750,000 |
| COMPETENCY-BASED EDUCATION NETWORK INC | |||||||
| 1417 HANSON DRIVE | FRANKLIN | TN | 37067 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $500,000 |
| DREAMORG | |||||||
| 1630 SAN PABLO AVE 4TH FLOOR | OAKLAND | CA | 94612 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $1,000,000 |
| ENTERPRISE FOR YOUTH | |||||||
| 2021 FILLMORE STREET STE 192 | SAN FRANCISCO | CA | 94115 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $200,000 |
| FFWD | |||||||
| 1002A OREILLY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $1,500,000 |
| FUND FOR PUBLIC SCHOOLS | |||||||
| 52 CHAMBERS STREET RM 305 | NEW YORK | NY | 10007 | NONE | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 |
| JEWISH VOCATIONAL AND CAREER COUNSELING SERVICE (JVS) | |||||||
| 548 MARKET STREET PMB 37733 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT SKILL TRAINING AND EMPLOYMENT OPPORTUNITIES | $500,000 |
| JOBS FOR THE FUTURE INC | |||||||
| 50 MILK ST 17TH FLOOR | BOSTON | MA | 02108 | NONE | PC | SUPPORT SKILL TRAINING AND EMPLOYMENT OPPORTUNITIES | $1,000,000 |
| MARCY LAB INC | |||||||
| 829 JEFFERSON AVE | BROOKLYN | NY | 11223 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $500,000 |
| NAMI NATIONAL | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $750,000 |
| NEW VENTURE FUND | |||||||
| 1828 L STREET NW STE 300A | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES | $1,500,000 |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | GOV | SUPPORT PUBLIC EDUCATION | $5,500,000 |
| PEER HEALTH EXCHANGE | |||||||
| 1423 BROADWAY 1059 | OAKLAND | CA | 94612 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES | $500,000 |
| RECODED | |||||||
| 1178 BROADWAY 2ND FLOOR 1033 | NEW YORK | NY | 10001 | NONE | PC | SUPPORT SKILL TRAINING AND EMPLOYMENT OPPORTUNITIES | $500,000 |
| RIVET SCHOOL | |||||||
| 1503 MACDONALD AVE SUITE A | RICHMOND | CA | 94801 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $500,000 |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | |||||||
| 834 TOLENT STREET | SAN FRANCISCO | CA | 94124 | NONE | GOV | SUPPORT PUBLIC EDUCATION | $100,000 |
| SPARK SF PUBLIC SCHOOLS | |||||||
| 135 VAN NESS AVE RM 119 | SAN FRANCISCO | CA | 94102 | NONE | PC | SUPPORT PUBLIC EDUCATION | $5,500,000 |
| STRADA COLLABORATIVE INC | |||||||
| 10 WEST MARKET STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT YOUTH EDUCATION AND EMPLOYMENT DEVELOPMENT | $500,000 |
| TIDES FOUNDATION | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES | $7,845,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,145,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,407 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,084 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,061,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,708,147 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,708,147 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SALESFORCECOM INC | ||||||
| 1 | 415 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | $34,000,654 | Yes (X) |
| MARC BENIOFF | ||||||
| 2 | 415 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | $8,451 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND ACCOUNTING FEES | $44,100 | $11,025 | $93,075 |
| TAX PREPARATION FEES | $12,800 | $3,200 | $9,600 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $74,740,726 | GrossSalesPriceAmt |
| Basis | $71,679,070 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $3,061,656 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIIFL SUSTAINABLE MULTI ASSET GROWTH | FMV | $213,624,011 | $213,624,011 |
| PRIVATE MARKETS FUND 2019 LP | FMV | $24,498,792 | $24,498,792 |
| RIIFL SUSTAINABLE BOND FUND | FMV | $87,571,175 | $87,571,175 |
| PRIVATE MARKETS FUND 2021 LLC | FMV | $9,592,549 | $9,592,549 |
| PRIVATE CREDIT FUND I LLC | FMV | $19,564,104 | $19,564,104 |
| RUSSELL INVESTMENTS PMF23 | FMV | $994,405 | $994,405 |
| RIIFL LOW DURATION BOND FD | FMV | $19,630,965 | $19,630,965 |
| STATE STREET INSTITUTIONAL TRE | FMV | $26,145 | $26,145 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,430 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,303 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $24,977 | $0 | $16,033 |
| CALIFORNIA RRF-1 FILING FEE | $800 | $0 | $800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1S | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,567,432 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $18,859,747 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,270,000 | Amt |
| Net Investment Income | $1,270,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $221,791 | $0 | $0 |
| FOREIGN TAXES | $0 | $423,137 | $0 |
Comments