SALESFORCE COM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SALESFORCE COM FOUNDATION (EIN 94-3347800)
Tax period
2020-02-01 to 2021-01-31
Filed
2021-10-28
IRS object ID
202113019349100131
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-28T17:41:10-05:00ReturnTs
Tax Period End2021-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943347800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SALESFORCECOM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSALEBusinessNameControlTxt
Phone8669240450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 FREMONT STREET NO 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAM CHUNGPersonNm
Person TitleCFOPersonTitleTxt
Phone8669240450PhoneNum
Signature2021-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMPersonFirstNm
Person LastCHUNGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LUMSDENPreparerPersonNm
PTINP01262236PTIN
Phone4159561500PhoneNum
Preparation2021-10-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$330,477,463FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,497,701ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$618InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$618InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,068,722DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,068,722DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,721,196NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$300,315,300GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,818,129CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,288,237TotalRevAndExpnssAmt
Total Net Invst Incm$2,887,469TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,313LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$7,313LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$50,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,375AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$48,075AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$796,842OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$744,811OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$52,031OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$517,451TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$800TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$42,230OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,404OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$35,826OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,414,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$753,590TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$144,045TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,080,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,080,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,494,286TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$753,590TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$32,224,045TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,206,049ExcessRevenueOverExpensesAmt
Net Investment Income$2,133,879NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$170,360CashBOYAmt
Cash EOY$689,818CashEOYAmt
Cash EOYFMV$689,818CashEOYFMVAmt
Sav And Temp Cash Invst BOY$302,257,463SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$800,004SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$800,004SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$8,000,000PledgesRcvblAmt
Pledges Rcvbl BOY$3,000,000PledgesRcvblBOYAmt
Pledges Rcvbl EOY$8,000,000PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$8,000,000PledgesRcvblEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$111,545,641CorporateBondsEOYAmt
Corporate Bonds EOYFMV$111,545,641CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$209,442,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$209,442,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$305,427,823TotalAssetsBOYAmt
Total Assets EOY$330,477,463TotalAssetsEOYAmt
Total Assets EOYFMV$330,477,463TotalAssetsEOYFMVAmt
Accounts Payable BOY$176,771AccountsPayableBOYAmt
Accounts Payable EOY$545,522AccountsPayableEOYAmt
Total Liabilities BOY$176,771TotalLiabilitiesBOYAmt
Total Liabilities EOY$545,522TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$305,080,692NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$329,811,877NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$170,360DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$120,064DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$305,251,052TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$329,931,941TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$305,427,823TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$330,477,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$305,251,052TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,206,049ExcessRevenueOverExpensesAmt
Other Increases$34,886,938OtherIncreasesAmt
Subtotal$329,931,941SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$329,931,941TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2020-06-302021-01-31$300,213,273$298,492,077$1,721,196$1,721,196
8,513 SHARES OF ZUORA, INC (ZUO)2007-12-172020-12-11$102,027$5,094$96,933$96,933
FieldValueIRS element (for citing)
Capital Gain Net Income$1,818,129CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,661InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,661SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,661TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$104,980EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$104,980TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$75,319OverpaymentAmt
Applied To ES Tax$75,319AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SALESFORCE.ORG/ABOUT-US/SALESFORCE-FOUNDATIONWebsiteAddressTxt
Individual With BooksSAM CHUNGIndividualWithBooksNm
Phone4155365247PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 FREMONT STREET SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARC BENIOFF
415 MISSION STREET 3RD FLOORSAN FRANCISCOCA94105CHAIRMAN2.50$0$0$0
RONALD CONWAY
50 FREMONT ST SUITE 300SAN FRANCISCOCA94105DIRECTOR0.50$0$0$0
LAURA SCHER
50 FREMONT ST SUITE 300SAN FRANCISCOCA94105DIRECTOR0.50$0$0$0
EBONY BECKWITH
50 FREMONT ST SUITE 300SAN FRANCISCOCA94105CEO3.00$0$0$0
SAMUEL CHUNG
50 FREMONT ST SUITE 300SAN FRANCISCOCA94105CFO1.00$0$0$0
AMY WEAVER
50 FREMONT ST SUITE 300SAN FRANCISCOCA94105SECRETARY1.00$0$0$0
JOACHIM WETTERMARK
50 FREMONT ST SUITE 300SAN FRANCISCOCA94105TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RUSSELL INVESTMENTS
1301 SECOND AVENUESEATTLEWA98101INVESTMENT MANAGEMENT$607,003
BRIDGEBAY FINANCIAL INC
2603 CAMINO RAMON SUITE 200SAN RAMONCA94583CONSULTING SERVICES$52,031
MOSS ADAMS LLP
101 SECOND STREET SUITE 900SAN FRANCISCOCA94105AUDIT AND TAX SERVICES$50,450
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$202,156,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,000,837AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$320,156,888TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$320,156,888AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,802,353CashDeemedCharitableAmt
Net Vl Noncharitable Assets$315,354,535NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,767,727MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,767,727MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,661TaxBasedOnInvestmentIncomeAmt
Total Tax$29,661TotalTaxAmt
Distributable Before Adj$15,738,066DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$15,738,066DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$15,738,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,224,045ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$32,224,045QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$32,224,045AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,738,066DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,518,040ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$222,158ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,739,007ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,682,454ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,598,334ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,759,993TotalExcessDistributionCyovAmt
Qualifying Distributions$32,224,045QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,738,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,485,979RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$47,245,972TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,518,040ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,727,932ExcessDistriCyovToNextYrAmt
Excess From Year4$222,158ExcessFromYear4Amt
Excess From Year3$1,739,007ExcessFromYear3Amt
Excess From Year2$1,682,454ExcessFromYear2Amt
Excess From Year1$13,598,334ExcessFromYear1Amt
Excess From Current Year$16,485,979ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARC BENIOFFContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIM HIGH FOR HIGH SCHOOL
PO BOX 410715SAN FRANCISCOCA94141PCSUPPORT YOUTH DURING PANDEMIC$100,000
BEYOND 12 EDUCATION INC
1625 CLAY STREET SUITE 100OAKLANDCA94612PCSUPPORT YOUTH DURING PANDEMIC / SUPPORT YOUNGER ADULT EDUCATION$525,000
BRAVEN INC
100 N LASALLE STREET SUITE 310CHICAGOIL60602PCSUPPORT YOUTH DURING PANDEMIC$50,000
CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO
1555 39TH AVENUESAN FRANCISCOCA94122PCSUPPORTH YOUTH EMPLOYMENT / SUPPORT YOUTH DURING PANDEMIC$550,000
CHILDREN FIRST FUND THE CHICAGO PUBLIC SCHOOLS FOUNDATION
200 W MADISON STREET 2ND FLCHICAGOIL60606PCSUPPORT PUBLIC SCHOOL EDUCATION / SUPPORT YOUTH DURING PANDEMIC$600,000
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102PCSUPPORT FAMILY SERVICES / SUPPORT YOUTH DURING PANDEMIC$550,000
COOPERATE INC
1460 BROADWAYNEW YORKNY10036PCSUPPORT YOUNGER ADULT EDUCATION$500,000
DONORSCHOOSEORG
134 WEST 37TH STREET 11TH FLOORNEW YORKNY10018PCSUPPORT YOUTH DURING PANDEMIC$400,000
INDIANAPOLIS PRIVATE INDUSTRY COUNCIL DBA EMPLOY INDY
101 W WASHINGTON ST SUITE 1200INDIANAPOLISIN46204PCSUPPORT EMPLOYMENT SERVICES$200,000
ENTERPRISE FOR YOUTH
200 PINE STREET SUITE 600SAN FRANCISCOCA94104PCSUPPORT YOUTH DURING PANDEMIC$200,000
THE FUND FOR PUBLIC SCHOOLS INC
52 CHAMBERS ST ROOM 305NEW YORKNY10007PCSUPPORT PUBLIC SCHOOL EDUCATION$500,000
GENESYS WORKS
1880 S DAIRY ASHFORD RD 300HOUSTONTX77077PCSUPPORT YOUTH DURING PANDEMIC / SUPPORT YOUTH EMPLOYMENT$300,000
HOMELESS PRENATAL PROGRAM INC
2500 18TH STREETSAN FRANCISCOCA94110PCSUPPORT HOMELESS GROUPS$500,000
INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC
120 E WALNUT STREET 116INDIANAPOLISIN46204PCSUPPORT PUBLIC SCHOOL EDUCATION / SUPPORT YOUTH DURING PANDEMIC$600,000
INNER-CITY STARS FOUNDATION
415 N DEARBORN SUITE 300CHICAGOIL60654PCSUPPORT YOUTH DURING PANDEMIC$250,000
OAKLAND UNIFIED SCHOOL DISTRICT
PO BOX 71005OAKLANDCA94612GOVSUPPORT PUBLIC SCHOOL EDUCATION$9,000,000
PER SCHOLAS INC
804 E 138TH STREET 2ND FLOORBRONXNY10454PCSUPPORT YOUTH DURING PANDEMIC$590,000
PURSUIT TRANSFORMATION COMPANY INC
47-10 AUSTELL PLACE 2ND FLOORLONG ISLANDNY11101PCSUPPORT YOUTH DURING PANDEMIC$250,000
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREET 7TH FLOORNEW YORKNY10036PCSUPPORT YOUTH DURING PANDEMIC / SUPPORT YOUNGER ADULT EDUCATION$590,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107PCSUPPORT YOUTH DURING PANDEMIC$50,000
SAN FRANCISCO UNIFIED SCHOOL DISTRICT
834 TOLENT STREETSAN FRANCISCOCA94124GOVSUPPORT OF PLAYGROUND MAINTENANCE$100,000
SPARK SF PUBLIC SCHOOLS
135 VAN NESS AVE RM 119SAN FRANCISCOCA94192PCSUPPORT PUBLIC SCHOOL EDUCATION$9,000,000
THE BOTTOM LINE INC
50 MILK STREET 16TH FLOORBOSTONMA02109PCSUPPORT YOUTH EDUCATION$500,000
THE NEW YORK OPPORTUNITY NETWORK INC DBA THE OPPORTUNITY NETWORK
85 BROAD STREET 6TH FLOORNEW YORKNY10004PCSUPPORT EMPLOYMENT SERVICES$500,000
TIDES FOUNDATION
PO BOX 399385SAN FRANCISCOCA941393985PCGRANTMAKING FOCUSED ON EDUCATION AND WORKFORCE DEVELOPMENT$4,785,000
UPWARDLY GLOBAL
582 MARKET STREET SUITE 1207SAN FRANCISCOCA94104PCSUPPORT YOUTH DURING PANDEMIC$50,000
YEAR UP INC
45 MILK STREET 9TH FLOORBOSTONMA02109PCSUPPORT EMPLOYMENT SERVICES$840,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,080,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$618ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,068,722ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,721,196ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,790,536ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,790,536TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SALESFORCECOM
1415 MISSION STREET 3RD FLOORSAN FRANCISCOCA94105$20,381,793Yes (X)
LYNN AND MARC BENIOFF
2PO BOX 649 C/O EKAHI ALOHA LLCORINDACA94563$102,027Yes (X)
MARC BENIOFF
3415 MISSION STREET 3RD FLOORSAN FRANCISCOCA94105$13,881Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$102,027FairMarketValueAmt
Received2020-12-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND ACCOUNTING FEES$40,950$0$0$40,950
TAX PREPARATION FEES$9,500$2,375$0$7,125

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RIIFL UNCONSTRAINED BOND FUND$31,894,629$31,894,629
RIIFL CORE BD FD$79,651,012$79,651,012

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RIIFL SUSTAINABLE MULTI ASSET GROWTHFMV$176,804,060$176,804,060
RIIFL SUSTAINABLE MULTI ASSET GROWTHFMV$27,173,545$27,173,545
PRIVATE MARKETS FUND 2019 LPFMV$5,464,395$5,464,395

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,313LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,313DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$23,520$0$0$23,520
BANK FEES$6,404$6,404$0$0
LLC FILING FEE$11,790$0$0$11,790
CALIFORNIA RRF-1 FILING FEE$300$0$0$300
CALIFORNIA FORM 199 FILING FEE$10$0$0$10
OFFICE SUPPLIES AND POSTAGE$206$0$0$206

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$34,886,938Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$52,031$0$0$52,031
INVESTMENT FEES$744,811$744,811$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LLC TAX EXPENSE$800$0$0$800
FEDERAL EXCISE TAX$516,651$0$0$0

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