2021-11-15T18:00:06-07:00 2020-12-31 990 2020-01-01 043594598 PYTHON SOFTWARE FOUNDATION PYTH 8475673962 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 Ewa Jodlowska Executive Director 4153195237 2021-11-15 1 11 1 AAL2 2020 2022-09-23 18:48:47Z EWA JODLOWSKA 9450 SW GEMINI DRIVE ECM 90772 BEAVERTON OR 97008 2176341 0 X https://www.python.org/psf/ X 2001 DE The mission of the Python Software Foundation is 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. 12 11 7 746 0 29140 2490300 2000097 1924797 118091 36001 21518 13198 36635 4464296 2176341 471827 151445 0 0 762603 745977 0 0 174644 2380681 892680 3615111 1790102 849185 386239 4710283 4134398 1312886 351762 3397397 3782636 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 1 345645 18958 1919 PyCon US, hosted by the PSF, is organized by and for the Python community and is dedicated to providing an inclusive experience. PyCon US 2020 was originally scheduled to be held in Pittsburgh, PA. However both the United States and the State of Pennsylvania have asked that large gatherings be postponed or canceled. The PSF worked to cancel contracts and refund advance registration and sponsor payments to reduce financial exposure. Although the in-person conference was canceled, the PSF provided online content free of charge to continue our mission of worldwide Python education and discussion. 150357 120016 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. Due to COVID-19 restrictions, the PSF paused the grants program until September 2020 with the focus on supporting virtual events. 124 groups or projects in 31 countries received grants from the PSF during 2020. The PSF encouraged diversity with grants to PyLadies and Django Girls workshops. The PSF increased support of worldwide Python Meetups by growing our network from 72 to 82 groups covering 17 countries and over 129,000 members. The PSF also funds an annual CPython Core Developer sprint held virtually in Fall 2020. 113250 12471 136043 The PSF provides fiscal sponsorship for Python-focused user groups and projects based in the United States. 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 2020 include: Boston Python, Pallets, PhillyPUG, PuPPy, PyBeach PyCascades, PyHawaii, PyLadies, PyMNtos, and Python San Diego. 574817 0 365250 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. These program initiatives also include funds for trademark and copyright investments. 969 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. 575786 0 365250 1185038 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 0 7 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 12 11 1 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X Phyllis A Dobbs 8475673962 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 Ewa Jodlowska Secretary, Executive Director 40 0 X X X 125907 0 0 Ernest W Durbin III Director of Infrastructure 40 0 X 124305 0 0 Lorena Mesa Chair, Former Vice Chair, Director 5 0 X X 0 0 0 Naomi Ceder Former Chair, Director 5 0 X X 0 0 0 Jeffrey Triplett Treasurer, Director 5 0 X X 0 0 0 Jacqueline Kazil Former Treasurer, Director 5 0 X X 0 0 0 Kushal Das Director 2 0 X 0 0 0 Eric Holscher 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 Director 5 0 X 0 0 0 Katie McLaughlin Director 2 0 X 0 0 0 Christopher Neugebauer Director 2 0 X 0 0 0 Anna Ossowski Director 2 0 X 0 0 0 Marlene Mhangami Director 2 0 X 0 0 0 Thomas Wouters Vice Chair, Director 5 0 X X 0 0 0 Nina Zakharenko Director 2 0 X 0 0 0 Guido Van Rossum President (Ex Officio) 0 0 X 0 0 0 250212 0 0 2 0 0 0 Dykema Gossett PLLC 400 Renaissance Center Detroit MI 48243 Legal services 137018 1 X 0 32076 0 0 0 1968021 0 2000097 Administrative fee revenue 541511 35450 35450 0 0 PyCon Conference 541511 1919 1919 0 0 Regional Conferences 541511 49875 49875 0 0 Service Revenue 541511 30847 30847 0 0 0 0 0 0 118091 21518 21518 0 0 0 0 0 0 171 171 0 0 0 0 0 0 0 Advertising Revenue 541511 34496 34496 0 0 Credit card points revenue 541511 1943 1943 0 0 Realized foreign exchange gain/(loss) 541511 25 25 0 0 0 0 0 0 36464 2176341 176244 0 0 X 30937 30937 35841 35841 84667 84667 0 0 250210 118730 75143 56337 0 0 0 0 354867 85844 207376 61647 0 0 0 0 93705 32631 48856 12218 47195 15650 22520 9025 0 0 0 0 96778 88636 7239 903 20696 0 20696 0 0 0 0 0 0 0 0 0 0 0 24741 1276 15693 7772 4065 0 0 4065 10801 103 10299 399 461812 453674 2113 6025 0 0 0 0 8370 0 8370 0 5334 3706 1628 0 0 0 0 0 158980 158837 143 0 0 0 0 0 0 0 0 0 0 0 0 0 25387 23040 2231 116 Bad debt expense 17301 9200 0 8101 Bank and credit card fees 57086 41340 7710 8036 Community Awards 926 926 0 0 Licenses and permits 403 0 403 0 0 0 0 0 1790102 1185038 430420 174644 X 513223 705349 3670426 2967627 0 428923 415465 0 0 0 0 536 2392 0 0 97175 43565 73589 73589 0 0 0 0 0 0 0 0 0 0 0 0 4710283 4134398 101661 79401 1388 334 1179837 102527 0 0 0 0 0 0 0 0 0 139500 30000 30000 1312886 351762 X 2687810 3107331 709587 675305 3397397 3782636 4710283 4134398 386239 0 0 0 -1000 0 X X 0 1 X 1 0 X 1015701 1342014 1398881 2844899 2187746 8789241 0 0 0 0 0 0 0 0 0 0 0 0 1015701 1342014 1398881 2844899 2187746 8789241 1388857 7400384 699 840 4361 36001 21518 63419 0 0 0 0 0 0 186 162 181 119 171 819 8853479 6338468 0.83587 0.99442 X Schedule A, Part II, Line 10 Royalties RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 9000 0 9000 0 64589 0 64589 0 0 0 Conference Co-Op Marketing Funds 30000 30000 2290744 0 114403 0 0 114403 2176341 0 0 0 2176341 1905505 114403 1000 0 0 115403 1790102 0 0 0 1790102 1 East Asia and the Pacific 0 0 Grantmaking Projects and events 54357 Europe (including Iceland and Greenland) 0 0 Grantmaking Projects and events 16458 Middle East and North Africa 0 0 Grantmaking Projects and events 178 Russia and the newly independent States 0 0 Grantmaking Projects and events 3000 South America 0 0 Grantmaking Projects and events 521 South Asia 0 0 Grantmaking Projects and events 2352 Sub-Saharan Africa 0 0 Grantmaking Projects and events 7102 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Projects and events 699 0 0 84667 East Asia and the Pacific Python on Android Education Grant 50000 Wire Transfer 0 N/A N/A 0 1 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 at 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 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. 1 Outreachy Project Fiscal Sponsor of Software Freedom Conservancy Inc 137 Montague St Ste 380 Brooklyn NY 11201 412203632 N/A 6500 0 N/A N/A Grant for the Outreachy program to support one intern to work on OpenAstronomy. 1 0 PyCon 2020 Travel Grants 71 18958 0 Cash N/A PyCascades 2020 Travel Grants 23 12471 0 Cash N/A Schedule I, Part I, Line 2 Grant applicants apply to the Python Software Foundation for approval to partially sponsor 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 at 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 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. 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, 2020, all activities fit into the Python Software Foundation's approved tax-exempt mission. Form 990, Part III, Line 3 PyCon US 2020 was originally scheduled to be held in Pittsburgh, PA. However, both the United States and the State of Pennsylvania have asked that large gatherings be postponed or canceled. The PSF worked to cancel contracts and refund advance registration and sponsor payments to reduce financial exposure. Although the in-person conference was canceled, the PSF provided online content free of charge to continue our mission of worldwide Python education and discussion. Also due to COVID-19 restrictions, the PSF paused the grants program until September 2020 with the focus on supporting virtual events. 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 began community discussions about a bylaw change in 2020. In June 2021, the bylaws were changed to 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 In June 2021, two changes were made to the Python Software Foundation bylaws; both were voted on and approved by the voting members in June 2021. First, the bylaws were changed to 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. Second, the bylaws were updated to allow the Python Software Foundation Board to fully delegate Fellow approvals to the Fellows Work Group. The Fellows Work Group is composed of Fellow members and accepts, votes, and approves Fellows nominations. 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 VIII, Line 1f At the end of 2020, Python Software Foundation's Packaging Work Group received a large, one-time grant to improve PyPI/Packaging and CPython development from Google. Form 990, Part IX, Line 14 The Python Software Foundation receives complimentary hosting and other information technology services from several providers including Fastly, Amazon Web Services, Digital Ocean, Google, and Heroku. 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. Form 990, Part XII, Line 2c The Audit Committee is a subset of the Finance Committee of the Board of Directors and is responsible for selecting an auditor. The Python Software Foundation engaged Gary Eisenkraft, CPAs, PA to provide the first independent audit of the organizations financial statements for the year ended December 31, 2020. The Python Software Foundation intends to engage an external auditor each year going forward. The Python Software Foundation filed a timely extension on Form 8868, which was accepted by the Internal Revenue Service on May 31, 2021.