SALESFORCE COM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SALESFORCE COM FOUNDATION (EIN 94-3347800)
- Tax period
- 2022-02-01 to 2023-01-31
- Filed
- 2023-12-14
- IRS object ID
- 202343489349100119
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-14T16:30:28-06:00 | ReturnTs |
| Tax Period End | 2023-01-31 | 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 | 2022-02-01 | 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 | SAM CHUNG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8669240450 | PhoneNum |
| Signature | 2023-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAM | PersonFirstNm |
| Person Last | CHUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2023-12-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $376,436,080 | 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 | $20,018,263 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,146,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,358,065 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $423,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,140,080 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,816,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,296,863 | 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 | $16,119 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,641 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,610,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,610,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,705,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,623,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,172,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,172,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,877,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,623,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,255,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,061,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,673,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $911,486 | CashBOYAmt |
| Cash EOY | $20,861,274 | CashEOYAmt |
| Cash EOYFMV | $20,861,274 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $301,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,111,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,111,898 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $3,000,000 | PledgesRcvblBOYAmt |
| Other Investments BOY | $415,461,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $354,462,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $354,462,908 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $419,674,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,436,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $376,436,080 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $910,663 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $632,243 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $910,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $632,243 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $418,331,133 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $375,471,491 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $432,346 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $332,346 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $418,763,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,803,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $419,674,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,436,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $418,763,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,061,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $403,701,776 | SubtotalAmt |
| Other Decreases | $27,897,939 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,803,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAINS FROM PASSTHROUGHS | P | 2022-02-01 | 2023-01-31 | $18,892,124 | -$18,892,124 | -$18,892,124 |
| LONG-TERM CAPITAL GAINS FROM PASSTHROUGHS | P | 2022-01-31 | 2023-01-31 | $1,978,351 | -$1,978,351 | -$1,978,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,870,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,665 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106,665 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $106,665 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5,126 | EsPenaltyAmt |
| Tax Due | $111,791 | 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 | Yes (1) | 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 | SAM CHUNG | IndividualWithBooksNm |
| Phone | 4155365247 | 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 | 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 |
| REBECCA FERGUSON | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | COO | 1.00 | $0 | $0 | $0 |
| JOSHUA MAN | ||||||||
| 50 FREMONT ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ASSISTANT TREASURER THROUGH 1/2023 | 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 | CA | 98101 | INVESTMENT MANAGEMENT | $1,610,000 |
| MOSS ADAMS LLP | |||||
| 101 SECOND STREET SUITE 900 | SAN FRANCISCO | CA | 94105 | AUDIT AND TAX SERVICES | $52,600 |
| 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 | $366,381,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,599,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $368,981,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $368,981,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,534,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $363,446,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,172,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,172,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106,665 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106,665 | TotalTaxAmt |
| Distributable Before Adj | $18,065,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,065,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,065,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,255,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,255,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,065,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,739,007 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,682,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,598,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,485,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,082,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,588,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,255,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,065,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,189,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,778,381 | 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 | $1,739,007 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,039,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,682,454 | ExcessFromYear4Amt |
| Excess From Year3 | $13,598,334 | ExcessFromYear3Amt |
| Excess From Year2 | $16,485,979 | ExcessFromYear2Amt |
| Excess From Year1 | $14,082,933 | ExcessFromYear1Amt |
| Excess From Current Year | $18,189,674 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEYOND 12 EDUCATION INC | ||||||||
| 1625 CLAY ST SUITE 100 | OAKLAND | CA | 94612 | NONE | PC | SUPPORTING HOMELESS YOUTH | $750,000 | |
| BOTTOM LINE | ||||||||
| 500 AMORY STREET SUITE 3 | JAMAICA PLAIN | MA | 02130 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $750,000 | |
| BRING CHANGE 2 MIND | ||||||||
| 155 SANSOME STREET SUITE 530 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT YOUTH DEVELOPMENT | $500,000 | |
| CHIEFS FOR CHANGE | ||||||||
| 601 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $500,000 | |
| CHILD MIND INSTITUTE | ||||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PC | SUPPORT YOUTH DEVELOPMENT | $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 | |
| CODEPATHORG | ||||||||
| 665 3RD STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | SUPPORT YOUTH DEVELOPMENT | $745,000 | |
| COOP CAREERS | ||||||||
| 1177 AVENUE OF THE AMERICAS 5TH | NEW YORK | NY | 10036 | NONE | PC | SUPPORT TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $500,000 | FLOOR |
| DEV COLOR | ||||||||
| 655 OAK GROVE AVE UNIT 1242 | MENLO PARK | CA | 940265011 | NONE | PC | SUPPORT TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $350,000 | |
| ENTERPRISE FOR YOUTH | ||||||||
| 2021 FILLMORE STREET SUITE 192 | SAN FRANCISCO | CA | 94115 | NONE | PC | SUPPORT YOUTH DEVELOPMENT | $250,000 | |
| FUND FOR PUBLIC SCHOOLS | ||||||||
| 52 CHAMBERS STREET RM 305 | NEW YORK | NY | 10007 | NONE | PC | SUPPORT PUBLIC EDUCATION | $500,000 | |
| GENESYS WORKS | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94612 | NONE | PC | SUPPORT YOUTH DEVELOPMENT AND PROMOTE YOUTH EMPLOYMENT | $250,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 | |
| IVY TECH FOUNDATION INC | ||||||||
| 50 W FALL CREEK PKWY N DR | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $500,000 | |
| OAKLAND UNIFIED SCHOOL DISTRICT | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | GOV | SUPPORT PUBLIC EDUCATION | $6,500,000 | |
| PER SCHOLAS INC | ||||||||
| 804 E 138TH STREET | NEW YORK | NY | 104745307 | NONE | PC | SUPPORT YOUTH DEVELOPMENT | $500,000 | |
| REBECCA BENDER INITIATIVE | ||||||||
| 1630 WILLIAMS HIGHWAY | GRANTS PASS | OR | 97527 | NONE | PC | SUPPORT EMPLOYMENT DEVELOPMENT FOR WOMEN | $300,000 | |
| 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 | $6,500,000 | |
| THE EDUCATION TRUST INC | ||||||||
| 1501 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT YOUTH DEVELOPMENT | $500,000 | |
| THE KNOWLEDGE HOUSE FELLOWSHIP INC | ||||||||
| 1231 LAFAYETTE AVE 2ND FLOOR BXL | NEW YORK | NY | 10474 | NONE | PC | SUPPORT TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $355,000 | |
| TIDES CENTER (PROJECT NAME NEXT CHAPTER) | ||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | PROGRAM TO HELP INCARCERATED PEOPLE OBTAINING EMPLOYMENT | $2,500,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES, GENERAL SUPPORT | $8,722,950 | |
| TURN 2 U INC (PROJECT NAME THE LAST MILE) | ||||||||
| 548 MARKET STREET PMB 70892 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT TRAINING AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $350,000 | |
| UASPIRE | ||||||||
| 31 MILK ST SUITE 900 | BOSTON | MA | 02109 | NONE | PC | SUPPORT EMPLOYMENT OPPORTUNITIES FOR PEOPLE IN NEED | $750,000 | |
| YEAR UP | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | TO SUPPORT YOUNG ADULT EMPLOYMENT TRAINING | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,172,950 | 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 | $10,548 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,358,065 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX BENEFIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $423,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,797,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,797,987 | 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 | $20,009,450 | Yes (X) |
| MARC BENIOFF | ||||||
| 2 | 415 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | $8,813 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND ACCOUNTING FEES | $42,000 | $10,500 | $31,500 |
| TAX PREPARATION FEES | $10,600 | $2,650 | $7,950 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIIFL SUSTAINABLE MULTI ASSET GROWTH | FMV | $206,338,408 | $206,338,408 |
| RIIFL UNCONSTRAINED BOND FUND | FMV | $31,149,628 | $31,149,628 |
| PRIVATE MARKETS FUND 2019 LP | FMV | $20,477,428 | $20,477,428 |
| RIIFL SUSTAINABLE BOND FUND | FMV | $86,062,767 | $86,062,767 |
| PRIVATE MARKETS FUND 2021 LLC | FMV | $4,756,042 | $4,756,042 |
| PRIVATE CREDIT FUND I LLC | FMV | $5,678,635 | $5,678,635 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,119 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,641 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $27,897,939 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $25,284 | $0 | $25,284 |
| CALIFORNIA RRF-1 FILING FEE | $1,000 | $0 | $1,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1S | $0 | $1,140,080 | $0 |
| FEDERAL EXCISE TAX BENEFIT | $423,969 | $423,969 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,610,000 | Amt |
| Net Investment Income | $1,610,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments