2023-11-15T21:44:49-07:00 2022-12-31 990 2022-01-01 043594598 PYTHON SOFTWARE FOUNDATION PYTH 8475673962 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 Phyllis Dobbs Controller 8475673962 2023-11-15 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Thomas Wouters 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 3889579 0 X https://www.python.org/psf/ X 2001 DE To promote, protect, and advance the Python programming language, and to support and facilitate the growth of a diverse and international community of Python programmers. See our 2022 Annual Report for more information: https://www.python.org/psf/annual-report/2022/. 13 13 9 1135 0 0 1281542 1805386 1015537 2006905 3295 5403 10706 38336 2311080 3856030 122865 393146 0 0 867824 1025028 0 0 201454 691810 2022860 1682499 3441034 628581 414996 4902663 5766003 491446 972699 4411217 4793304 X The mission of the Python Software Foundation (PSF) is to promote, protect, and advance the open source Python programming language and to support and facilitate the growth of a diverse and international community of Python programmers. The PSF: (1) Produces the core Python distribution including the Python language, its standard libraries and documentation, installers, source code, educational materials, and assorted tools and applications, (2) Establishes PSF licenses conform to the Open Source Definition and ensures the public to freely obtain, use, redistribute, and modify PSF intellectual property, (3) Protects the Python name, and the names, service marks and trademarks, (4) Raises funds to support PSF programs and services, (5) Publicizes, promotes the adoption of, and facilitates the ongoing development of Python-related technology, research, grants, conferences, and educational resources in the public interest. 0 0 1587747 175862 1953629 PyCon US is the largest annual gathering for the community that uses and develops the open-source Python programming language. PyCon US 2022 was offered in a hybrid format for the first time with 1,753 in-person attendees and 669 online attendees. Attendees represented 52 countries and 1,551 Pythonistas were first-time attendees! The conference included high-quality talks, tutorials, keynotes, and meeting spaces for attendees to learn about our sponsors, discover the job market, explore Python projects and meet fellow Python community members. 162 speakers offer sessions for attendees of all skill levels including tutorials, keynotes, Charlas tracks, and lightning talks. 209722 183854 0 The PSF awards grants to projects and events related to the development of Python, Python-related technology, educational programs, and resources. Events include worldwide conferences, workshops, education, and training programs related to the establishment and promotion of the free and open source programming language Python. 138 groups or projects in 421 countries received grants from the PSF during 2022. The PSF encouraged diversity with grants to PyLadies and Django Girls workshops. Due to many worldwide Python Meetups going dormant during the COVID-19 pandemic, the Python Meetups network remained at 83 groups covering 22 countries and over 150,000 members. 156513 2115 240759 The PSF provides fiscal sponsorship for Python-focused user groups, events, and projects. These groups hold regular education and networking meetings and/or present regional Python conferences. The PSF and each fiscal sponsoree work together to manage donor contributions wisely and maximize our ability to pursue the PSF's charitable mission. Sponsored groups in 2022 included continued support of Boston Python, Jazzband, Pallets (Flask), PhillyPUG, PuPPy, PyBeach, PyCascades, PyHawaii, PyLadies PyMNtos, PyPA, PyRVA, and San Diego Python. 805688 31315 1281018 The PSF funds programming development efforts to advance and maintain the core Python language, its associated libraries, and significant allied projects central to the Python community. These efforts include the Packaging Work Group, which improves and maintains the Python packaging ecosystem through fundraising and disbursement of raised funds. The Packaging Work Group focuses on efforts such as PyPI, pip, packaging.python.org, setuptools, and cross project efforts. The PSF received three major grants during 2022. A second 2022 grant from Bloomberg along with other sponsorships centers on advancing the PyPI package repository. Linux Foundation's OpenSSF Grant provides funding for a year of the PSF's first ever Security Developer-in-Residence. The PSF received a second year of grant funding for the CPython Developer-in-Residence, who focused on CPython improvements and bug tracking and fixing plus many other important tasks. The PSF funded the annual CPython Core Developer sprint, held virtually, in Fall 2022. These program initiatives also include funds for trademark and copyright investments. 15124 0 0 The Python Software Foundation relies on volunteer efforts to achieve many of its goals. The PSF Board of Directors offers recognition of work which significantly improves the Foundation's fulfillment of its mission and benefits the broader Python community including contributions of code and efforts in community action. The intention of these awards is to demonstrate that service to the Python community does lead to recognition and reward, rather than to provide a direct incentive to contributors. Python Software Foundation celebrated the efforts of 7 community members through Community Service Awards and 1 Distinguished Service Award in 2022. 820812 31315 1281018 2774794 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Phyllis A Dobbs 8475673962 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 Ee Durbin Director of Infrastructure 40 0 X X 168995 0 0 Loren Crary Director of Resource Development 40 0 X 139141 0 0 Deborah Nicholson Secretary, Executive Director, Director 40 0 X X X 101045 0 0 Thomas Wouters Chair, Former Vice Chair, Director 5 0 X X 0 0 0 Lorena Mesa Former Chair, Director 5 0 X X 0 0 0 Jeffrey Triplett Vice Chair, Former Treasurer, Director 5 0 X X 0 0 0 Dawn Wages Treasurer, Director 5 0 X X 0 0 0 Tania Allard Director 2 0 X 0 0 0 Debora Azevedo Director 2 0 X 0 0 0 Kushal Das Director 2 0 X 0 0 0 Dustin Ingram Director 2 0 X 0 0 0 Jannis Leidel Director 2 0 X 0 0 0 Van Lindberg Former Secretary, Director 2 0 X 0 0 0 Joannah Nanjekye Director 2 0 X 0 0 0 Marlene Mhangami Director 2 0 X 0 0 0 Nina Zakharenko Director 2 0 X 0 0 0 Simon Willison Director 2 0 X 0 0 0 409181 0 0 3 0 1 0 Lukasz Langa Zakopiaiska 199 Poznan PL 60-467 CPython Developer in Residence 214185 Shamika Mohanan Flat 4 Hadleigh Court Saffron Walden UK CB10 2BJ Packaging Project Manager 103906 2 0 32214 0 0 0 1773172 0 1805386 2006905 2006905 0 0 2006905 5403 5403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 71843 33549 38294 38294 0 0 42 42 0 0 42 3856030 2050644 0 0 X 19968 19968 209292 209292 163886 163886 0 0 409178 243080 55860 110238 0 0 0 0 430232 167188 251491 11553 24586 12432 8469 3685 100229 40165 52808 7256 60803 30238 21316 9249 0 0 0 0 31769 31769 0 0 38905 0 36140 2765 0 0 0 0 0 0 0 0 0 0 20940 0 6203 14737 5326 449 0 4877 20773 15037 5191 545 649304 622691 2622 23991 0 0 0 0 10201 4176 4785 1240 43172 23799 19373 0 0 0 0 0 1147987 1147987 0 0 2982 0 2982 0 0 0 0 0 0 0 0 0 6864 2011 4586 267 Bad debt expense -2035 4421 -11250 4794 Bank and credit card fees 34630 24616 3784 6230 Community awards 11589 11589 0 0 Licenses and permits 453 0 426 27 0 0 0 0 3441034 2774794 464786 201454 X 631456 603325 4142129 4800793 0 0 82418 236994 0 0 0 0 641 698 0 0 46019 124193 73589 73589 0 0 0 0 0 0 0 0 0 0 0 0 4902663 5766003 143500 130715 1554 0 286392 811984 0 0 0 0 0 0 0 0 0 0 60000 30000 491446 972699 X 3389139 3157967 1022078 1635337 4411217 4793304 4902663 5766003 414996 0 0 0 -32909 0 X 0 0 0 X 1398881 2844899 2187746 2093589 3476991 12002106 0 0 0 0 0 0 0 0 0 0 0 0 1398881 2844899 2187746 2093589 3476991 12002106 2789956 9212150 4361 36001 21518 3295 5445 70620 0 0 0 0 0 0 181 119 171 106 0 577 12073303 4592579 0.76302 0.80093 X Schedule A, Part II, Line 10 Python Cookbook Royalties (2018 - 2022) RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 73589 0 73589 0 0 0 0 0 0 0 Conference Co-Op Marketing Funds 30000 30000 1 Central America and the Caribbean 0 0 Grantmaking Projects and events 152 East Asia and the Pacific 0 0 Grantmaking Projects and events 9730 Europe (including Iceland and Greenland) 0 0 Grantmaking Projects and events 68096 Middle East and North Africa 0 0 Grantmaking Projects and events 334 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Projects and events 1530 Russia and the newly independent States 0 0 Grantmaking Projects and events. Limited to Odessa, Ukraine. 30 South America 0 0 Grantmaking Projects and events 48780 South Asia 0 0 Grantmaking Projects and events 730 Sub-Saharan Africa 0 0 Grantmaking Projects and events 34504 0 0 163886 East Asia and the Pacific Grant for the Kiwi PyCon XI conference happening August 19-21, 2022. 6500 Wire Transfer 0 N/A Cash Europe (including Iceland and Greenland) Grant for How to Teach Python Teacher Training happening December 2, 2022 in Elbasan, Albania. 6570 Wire Transfer 0 N/A Cash Europe (including Iceland and Greenland) Grant for the PyCon DE & PyData Berlin 2022 conference happening in Berlin, Germany April 11, 2022. 10000 Wire Transfer 0 N/A Cash Europe (including Iceland and Greenland) Grant for the PyCon Italia 2022 event happening in Florence, Italy from June 2-5, 2022. 6495 Wire Transfer 0 N/A Cash Europe (including Iceland and Greenland) Grant for PyConES 2022 Granada happening September 30, 2022 in Granada, Spain. 6000 Wire Transfer 0 N/A Cash Europe (including Iceland and Greenland) Grant for PyCon Sweden happening from November 3 - 4, 2022 in Stockholm, Sweden. 7200 Wire Transfer 0 N/A Cash South America Grant for the Python Brasil 2022 conference happening on October 17, 2022. 27000 Wire Transfer 0 N/A Cash Sub-Saharan Africa Grant for Python Ghana for hosting 11 PyLadies events, 8 PyData events and 42 user group events throughout Ghana in 2022. 13000 Wire Transfer 0 N/A Cash Sub-Saharan Africa Grant for the Abule-Ijoko Bootcamp happening August 15, 2022 in Ijoko, Nigeria. 6552 Wire Transfer 0 N/A Cash 0 9 0 0 0 0 0 0 Schedule F, Part I, Line 2 Grant applicants apply to Python Software Foundation (PSF) for approval to partially sponsor international conferences and workshops related to the establishment and promotion of the free and open-source programming language Python, along with related applications and libraries. Conference or workshop content, expected attendance, and financial expectations are included in the grant application. A majority vote of the PSF Board or Grants Working Group Committee authorized by the Board determines whether to approve the grant application and at what amount. Grant applicants are notified by PSF staff whether their grant has been approved and for what amount. Grant recipients invoice the PSF. The PSF Accounting Staff ensures that the invoice matches the approved grant and issues payment using the grant recipient's choice of payment method from the options listed on the PSF website; payments are not made in cash. Cash accounts related to the expenditure of grant funds are reconciled by the PSF Accounting staff. Grant recipients are asked to provide post-event reports. The PSF uses a customer resource management system to track the grant life cycle from application to payment. Schedule F, Part I, Line 3 The PSF awards grants to projects and events related to the development of Python, Python-related technology, educational programs, and resources. Events include worldwide conferences, workshops, education, and training programs related to the establishment and promotion of the free and open source programming language Python. 0 0 0 0 0 0 0 0 0 0 0 0 71843 0 0 0 33549 1 1 71843 0 0 0 33549 33549 38294 UT 0 The PSF and PyLadies hosted the Tenth Annual Charity Auction at PyCon US 2022 in Salt Lake City, UT. The charity auction did not include gaming activities that require the PSF to register for gaming activities in Utah. 0 1 0 0 1 Phyllis A Dobbs 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 0 0 0 1 PyCon US 2022 Travel Grants 157 175862 0 Cash N/A PyCascades 2022 Travel Grants 25 2115 0 Cash N/A CPython Core Dev Sprints 2022 Travel Grants 11 31315 0 Cash N/A Schedule I, Part I, Line 2 Grant applicants apply to Python Software Foundation (PSF) for approval to partially sponsor international conferences and workshops related to the establishment and promotion of the free and open-source programming language Python, along with related applications and libraries. Conference or workshop content, expected attendance, and financial expectations are included in the grant application. A majority vote of the PSF Board or Grants Working Group Committee authorized by the Board determines whether to approve the grant application and at what amount. Grant applicants are notified by PSF staff whether their grant has been approved and for what amount. Grant recipients invoice the PSF. The PSF Accounting Staff ensures that the invoice matches the approved grant and issues payment using the grant recipient's choice of payment method from the options listed on the PSF website; payments are not made in cash. Cash accounts related to the expenditure of grant funds are reconciled by the PSF Accounting staff. Grant recipients are asked to provide post-event reports. The PSF uses a customer resource management system to track the grant life cycle from application to payment. X X 0 0 0 0 0 0 0 0 0 Loren Crary Director of Resource Development 126641 0 12500 0 0 0 0 0 12934 0 152075 0 0 0 Ee Durbin Director of Infrastructure 151781 0 13802 0 0 0 3411 0 13797 0 182791 0 0 0 Deborah Nicholson Secretary, Executive Director, Director 90941 0 0 0 0 0 10105 0 3031 0 104077 0 0 0 Schedule J, Part I Annually, the Board of Directors reviews the performance and compensation of the Executive Director. The Board Chair leads the review conducted with the Executive Committee. No person with a conflict of interest is involved in the performance review and compensation recommendation. Python Software Foundation does not offer severance payments, supplemental nonqualified retirement plans, or equity-based compensation arrangements to any employee. Employee compensation is not contingent upon the net earnings of the organization, does not include non-fixed payments, and does not provide compensation amounts subject to the initial contract exception. The company has a written payment and reimbursement policy and requires substantiation provided prior to reimbursing or allowing expenses that applies to all employees. Schedule J, Part I, Line 3 Annually, the Board of Directors reviews the performance and compensation of the Executive Director. The Board Chair leads the review conducted with the Executive Committee. No person with a conflict of interest is involved in the performance review and compensation recommendation. Form 990, Part III, Line 2 When adding activities, discontinuing activities, and, annually, the Python Software Foundation's management reviews and analyzes the activity against the approved tax-exempt mission. If any activity is deemed not to fit into the tax-exempt mission, it is documented, discussed with the Board of Directors and disclosed on Form 990. For the tax year ended December 31, 2022, all activities fit into the Python Software Foundation's approved tax-exempt mission. Form 990, Part VI, Section A, Line 2 The Python Software Foundation is focused on promoting and supporting a diverse, international community. Elected Board Directors usually work at organizations that are part of our community, sponsor the Python Software Foundation, and/or volunteer in some other way. More than one Board member may be employed by the same organization. To prevent a single entity gaining a majority of Python Software Foundation board seats, the Python Software Foundation bylaws cap common affiliation, or co-affiliation, of Board members at one quarter (1/4) of the total Board. A common affiliation is defined as all organizations that, directly or indirectly through one or more intermediaries, controls, is controlled by, or is under common control with the other entities declared as affiliations by other members of the Board of Directors. Form 990, Part VI, Section A, Line 4 I Form 990, Part VI, Section A, Line 6 The Python Software Foundation offers five classes of members: Basic Members, Supporting Members, Managing Members, Contributing Members, and Fellows. Supporting Members, Managing Members, Contributing Members, and Fellows are eligible for voting privileges. Basic Members are individuals or entities who are part of the Python language community and who have decided to declare their support for Python and agree to the community Code of Conduct; there is no membership fee to become a Basic Member. Supporting Members make an annual donation to the PSF. Managing members dedicate at least five hours per month working to support the Python ecosystem in one of the PSF's working groups. Contributing members dedicate at least five hours per month working on projects that advance the mission of the PSF; the work relates to the creation or maintenance of open source software available to the public at no charge. Fellows are members nominated from the broader community and elevated by a vote of the members for extraordinary efforts and impact upon Python, the community, and the broader Python ecosystem. Form 990, Part VI, Section A, Line 7a Supporting Members, Managing Members, Contributing Members, and Fellows are eligible for voting privileges. Voting members elect Fellows and the Board of Directors. Basic Members have no voting rights. Form 990, Part VI, Section B, Line 11b Form 990 and associated schedules are prepared by the PSF Accounting staff. Copies of the draft Form 990 (including required schedules) are distributed to the Finance Committee in electronic form for review and approval. The PSF Accounting staff make updates as needed. Copies of the updated draft Form 990 are then distributed to the Board of Directors in electronic form for review and approval prior to electronic signature. Form 990, Part VI, Section B, Line 12c Each Director, Officer, and Key Employees must review and sign the conflict of interest policy and fill out a related questionnaire. The signed documents are kept by the Executive Director. The highest standards of ethics apply for all PSF Members, Officers, and Directors. Possible conflicts of interest are disclosed in writing to all decision-makers prior to any action. Directors, Officers, and Key Employees may recuse themselves from votes to avoid a conflict of interest; Board votes must pass by a majority of the disinterested directors. A full explanation of the conflict of interest policy can be found at the Python Software Foundation's website at https://www.python.org/psf/records/board/policies/conflict. Form 990, Part VI, Section B, Line 15 Annually, the Board of Directors reviews the performance and compensation of the Executive Director. The Board Chair leads the review conducted with the Executive Committee. No person with a conflict of interest is involved in the performance review and compensation recommendation. Form 990, Part VI, Section C, Line 19 No changes have been made to the organizing or governing documents of the Python Software Foundation. Organizing and governing documents, as well as financial records, are available upon request and publicly available at python.org/psf/records. Form 990, Part IX, Line 14 The Python Software Foundation receives complimentary hosting and other information technology services from several providers including Fastly, AWS, Digital Ocean, and Google. Major 2021 and 2022 grants from Bloomberg funded a Python Packaging Project Manager to identify and prioritize new feature development. Both a 2020 grant from Google and a 2022 grant from Meta continued 2022 funding for the CPython Developer-in-Residence, who focused on CPython improvements and bug tracking and fixing. Form 990, Part X, Line 2 The Python Software Foundation (PSF) aims to maintain cash reserves to offset the risk of lower-than-expected attendance at PyCon or fluctuations in individual and corporate giving patterns. The Python Software Foundation filed a timely extension on Form 8868, which was accepted by the Internal Revenue Service on May 2, 2023.