2022-11-15T18:39:02-06:00 2021-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2021-01-01 460503801 THE LINUX FOUNDATION LINU 4157239709 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 JIM ZEMLIN EXECUTIVE DIRECTOR 4157239709 2022-11-10 1 JIM ZEMLIN 999009999 TODD D MASSINGER P00075883 5032205900 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMES ZEMLIN 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 139974266 0 X LINUXFOUNDATION.ORG X 2003 OR THE LINUX FOUNDATION SUPPORTS THE CREATION OF SUSTAINABLE OPEN SOURCE ECOSYSTEMS BY PROVIDING FINANCIAL AND INTELLECTUAL RESOURCES, INFRASTRUCTURE, EVENTS, TRAINING, AND SUPPORTING PROGRAMS TO PROGRESS OPEN INNOVATION. WORKING TOGETHER WITH ITS MEMBERS AND COMMUNITIES OFOPEN SOURCE ENGINEERS, THE LINUX FOUNDATION AND ITS PROJECTS FORM THEMOST AMBITIOUS AND SUCCESSFUL INVESTMENT IN THE CREATION OF SHAREDTECHNOLOGY. 25 24 261 0 2642 0 0 0 105955154 139476668 470593 494956 3453 2642 106429200 139974266 0 0 0 0 49386990 59791694 0 0 0 46163848 53949059 95550838 113740753 10878362 26233513 108874172 142044874 36685862 43564615 72188310 98480259 X THE LINUX FOUNDATION SUPPORTS THE CREATION OF SUSTAINABLE OPEN SOURCE ECOSYSTEMS BY PROVIDING FINANCIAL AND INTELLECTUAL RESOURCES, INFRASTRUCTURE, EVENTS, TRAINING, AND SUPPORTING PROGRAMS TO PROGRESS OPEN INNOVATION. (SEE CONTINUATION ON SCHEDULE O).WORKING TOGETHER WITH ITS MEMBERS AND COMMUNITIES OF OPEN SOURCE ENGINEERS, THE LINUX FOUNDATION AND ITS PROJECTS FORM THE MOST AMBITIOUS AND SUCCESSFUL INVESTMENT IN THE CREATION OF SHARED TECHNOLOGY. 0 0 THE THREE LARGEST PROGRAM SERVICES IN 2021 WERE PROJECT AND EVENTS, TRAINING AND MEMBERSHIP. PROJECT AND EVENTS PROGRAM FACILITATED EVENTS FOR OVER 90K+ ATTENDEES AND 3K+ SPEAKERS FROM 15K+ ORGANIZATIONS ACROSS 192 COUNTRIES PARTICIPATED IN 157 EVENTS EITHER PHYSICALLY OR VIRTUALLY AND ADDED 124 NEW PROJECTS TO THE FOUNDATION IN 2021. OUT TRAINING PROGRAM SURPASSED 2 MILLION TRAINEES ON OUR ELEARNING PLATFORMS WITH A 30% INCREASE IN REVENUE, 30 NEW COURSES, 40 MAJOR UPDATES, AND 50,000 CERTIFICATES ISSUED. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 162 0 1 261 1 1 1 1 JA 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 1 1 1 1 0 CA X STEPHANIE WIGLE 4157239709 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 JAMES ZEMLIN EXECUTIVE DIRECTOR 40.00 X X 954874 0 266671 ANDRE FUETSCH DIRECTOR 1.00 X 0 0 0 CHRIS MASON DIRECTOR 1.00 X 0 0 0 CHRIS PRICE DIRECTOR 1.00 X 0 0 0 CHRIS WRIGHT DIRECTOR 1.00 X 0 0 0 DANIEL PARK DIRECTOR 1.00 X 0 0 0 DAVID MARR DIRECTOR 1.00 X 0 0 0 DIRK HOHNDEL SECRETARY 1.00 X X 0 0 0 EILEEN EVANS DIRECTOR 1.00 X 0 0 0 ERICA BRESCIA DIRECTOR 1.00 X 0 0 0 FRANK FANZILLI TREASURER 1.00 X X 0 0 0 HISAO MUNAKATA DIRECTOR 1.00 X 0 0 0 KEIICHI SEKI DIRECTOR 1.00 X 0 0 0 MELISSA EVERS DIRECTOR 1.00 X 0 0 0 NITHYA RUFF CHAIR 1.00 X X 0 0 0 PEIXIN HOU DIRECTOR 1.00 X 0 0 0 RYO KAWAI DIRECTOR 1.00 X 0 0 0 SARAH NOVOTNY DIRECTOR 1.00 X 0 0 0 TIM BIRD DIRECTOR 1.00 X 0 0 0 WIM COEKAERTS VICE CHAIR 1.00 X X 0 0 0 XIN LIU DIRECTOR 1.00 X 0 0 0 ERIC JOHNSON DIRECTOR 1.00 X 0 0 0 MICHAEL CHENG DIRECTOR 1.00 X 0 0 0 HIROMI WADA DIRECTOR 1.00 X 0 0 0 KEN KOMIYAMA DIRECTOR 1.00 X 0 0 0 STEPHANIE WIGLE HADDOW CHIEF FINANCIAL OFFICER 40.00 X 449373 0 64824 LINUS TORVALDS FELLOW 40.00 X 645997 0 1044094 ANGELA BROWN SVP AND GM OF EVENTS 40.00 X 523507 0 57603 SHUBRA KAR CTO AND GM OF PRODUCTS 40.00 X 608970 0 70099 CLYDE SEEPERSAD GENERAL MANAGER, TRAINING 40.00 X 524294 0 36957 MICHAEL DOLAN SVP AND GM OF PROJECTS 40.00 X 424790 0 44034 PRIYANKA SHARMA CNCF - GENERAL MANAGER 40.00 X 458240 0 57999 CHRIS ANISZCZYK VP STRATEGIC AND DEVELOPER 40.00 X 773998 0 57887 ARPIT JOSHIPURA GM, NETWORKING AND ORCHEST 40.00 X 528612 0 61142 DANIEL CAUCHY EXECUTIVE DIRECTOR, AGL 40.00 X 484132 0 39771 GABRIELE COLUMBRO EXECUTIVE DIRECTOR, FINOS 40.00 X 534595 0 64812 MICHAEL WOSTER CHIEF REVENUE OFFICER 40.00 X 506903 0 64824 7418285 0 1930717 123 0 1 0 PROXIMA SYSTEMS 7114 CORTE BALBOA PLEASANTON CA 94566 CONSULTING 2502665 MEETING PLAY LLC 5303 SPECTRUM DRIVE SUITE D FREDERICK MD 21703 CONSULTING 2025926 PSI SERVICES LLC 611 N BRAND BLVD 10TH FLOOR GLENDALE CA 91203 CONSULTING 1319683 VULK LLC 1700 S LAMAR SUITE 338 AUSTIN TX 78704 CONSULTING 1301189 LEVY PREMIUM FOODSERVICE LP 980 NORTH MICHIGAN AVENUE SUITE 50 CHICAGO IL 60611 CONSULTING 1065298 29 PROJECT AND EVENT FEES 541900 89091005 89091005 TRAINING INCOME 541900 23160691 23160691 MEMBERSHIP DUES 900099 19121234 19121234 PROGRAM SUPPORT INCOME 541900 7876965 7876965 OTHER INCOME 900099 226773 226773 139476668 494956 494956 ADVERTISING 541800 2642 2642 2642 139974266 139476668 2642 494956 X 6232326 41551433 4255265 5099733 2652937 1007832 168061 25260749 4096031 7719606 840700 12318311 2537769 113740753 78881203 108854642 8478155 6127584 9298168 11652126 2167960 2936416 4196909 3609774 558107 587135 9359570 11790898 131009 96073 108874172 142044874 16650686 16633917 13685289 18798944 6349887 8131754 36685862 43564615 X 72188310 98480259 72188310 98480259 108874172 142044874 X 26233513 160393 -101957 X 0 1 X 1 0 1 1 0 3930009 3349303 580706 266900 260471 6429 587135 DEFERRED COMPENSATION LIABILITY 8131754 8131754 X PART X, LINE 2: MANAGEMENT BELIEVES THE LINUX FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 12 PROGRAM SERVICES SUPPORTING THE TECHNICAL AND BUSINESS ENVIRONMENT IN THE COMPUTER INDUSTRY. 3863684 CANADA 0 11 PROGRAM SERVICES SUPPORTING THE TECHNICAL AND BUSINESS ENVIRONMENT IN THE COMPUTER INDUSTRY.;LISTTOTAL 0 4091676 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 12 PROGRAM SERVICES SUPPORTING THE TECHNICAL AND BUSINESS ENVIRONMENT IN THE COMPUTER INDUSTRY. 5390158 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EVENTS AND CONFERENCES 375921 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES EVENTS AND CONFERENCES 280402 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EVENTS AND CONFERENCES 147345 1 35 0 0 1 35 14149186 0 14149186 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 0 0 LINUS TORVALDS FELLOW 450000 0 0 0 195997 0 1012452 0 31642 0 1690091 0 0 0 JAMES ZEMLIN EXECUTIVE DIRECTOR 350000 0 413525 0 191349 0 235029 0 31642 0 1221545 0 0 0 CHRIS ANISZCZYK VP STRATEGIC AND DEVELOPER 400000 0 375000 0 -1002 0 38457 0 19430 0 831885 0 0 0 SHUBRA KAR CTO AND GM OF PRODUCTS 325000 0 262500 0 21470 0 38457 0 31642 0 679069 0 0 0 GABRIELE COLUMBRO EXECUTIVE DIRECTOR, FINOS 403000 0 135000 0 -3405 0 38445 0 26367 0 599407 0 0 0 ARPIT JOSHIPURA GM, NETWORKING AND ORCHEST 400000 0 125000 0 3612 0 29500 0 31642 0 589754 0 0 0 ANGELA BROWN SVP AND GM OF EVENTS 316667 0 200000 0 6840 0 38457 0 19146 0 581110 0 0 0 MICHAEL WOSTER CHIEF REVENUE OFFICER 245833 0 256649 0 4421 0 38457 0 26367 0 571727 0 0 0 CLYDE SEEPERSAD GENERAL MANAGER, TRAINING 291667 0 225000 0 7627 0 36957 0 0 0 561251 0 0 0 DANIEL CAUCHY EXECUTIVE DIRECTOR, AGL 375000 0 100000 0 9132 0 38500 0 1271 0 523903 0 0 0 PRIYANKA SHARMA CNCF - GENERAL MANAGER 370679 0 87705 0 -144 0 38267 0 19732 0 516239 0 0 0 STEPHANIE WIGLE HADDOW CHIEF FINANCIAL OFFICER 316667 0 135000 0 -2294 0 38457 0 26367 0 514197 0 0 0 MICHAEL DOLAN SVP AND GM OF PROJECTS 275000 0 150000 0 -210 0 17667 0 26367 0 468824 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LINUX FOUNDATION HAS THREE CLASSES OF MEMBERSHIP: PLATINUM, GOLD, AND SILVER. FORM 990, PART VI, SECTION A, LINE 7A VOTING AS A CLASS, PLATINUM MEMBERS ELECT UP TO 20 DIRECTORS, GOLD MEMBERS ELECT UP TO 3 DIRECTORS, AND SILVER MEMBER ELECT 1 DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990. A COPY OF THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND CERTAIN KEY EMPLOYEES BASED ON PERFORMANCE AND COMPARABLE MARKET SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES INFORMATION UPON REQUEST. FORM 990, PART IX, LINE 11G CERTIFICATION CONTRACTORS 1,789,965. SOFTWARE DEVELOPMENT CONSULTANTS 4,630,277. THIRD PARTY CONTENT CONSULTANTS 1,318,590. PLATFORM DEVELOPMENT 3,481,555. MARKETING SERVICE 1,284,023. OTHER FEES 12,756,339. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY ADJUSTMENT -101,957. NET INCREASE IN NET ASSETS FROM ACQUISITIONS LINUX FOUNDATION JAPAN LLC 3-30 KIOI-CHO CHIYODA-KU TOKYO JA 460503801 SUPPORTING AND ADVANCING LSB IN JAPAN JA 19482 36571 THE LINUX FOUNDATION LINUX FOUNDATION ASIA LLC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 384027839 SUPPORTING AND ADVANCING LSB IN ASIA CH 0 0 THE LINUX FOUNDATION THE LINUX KERNEL ORGANIZATION 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 743183459 DISTRIBUTES THE LINUX KERNEL AND RELATED OPEN SOURCE PROJECTS. CA 501(C)(3) PF THE LINUX FOUNDATION 1 LF SUMMITS INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 810852571 HOSTS AN ANNUAL EVENT FOR THE OPEN SOURCE COMMUNITY. CA 501(C)(4) THE LINUX FOUNDATION 1 LF CHARITIES INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 841730246 SUPPORTING ORGANIZATION DE 501(C)(3) LINE 12A, I THE LINUX FOUNDATION 1 LINUX FOUNDATION EUROPE AVENUE DES ARTS 56 1000 BRUXELLES BE 981665203 SUPPORTING AND ADVANCING LSB IN EUROPE BE 501(C)(6) THE LINUX FOUNDATION 1 LF LABS INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 383890278 TECHNICAL TRAINING. DE THE LINUX FOUNDATION C 1.00000 1 LF GOVERNANCE NETWORKS INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 852973622 SUPPORT OPERATIONS OF THE GOVERNANCE NETWORKS DE THE LINUX FOUNDATION C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LF SUMMITS INC P 240448 ACTUAL AMOUNTS PAID