2021-11-12T10:45:52-06:00 2020-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2020-01-01 460503801 THE LINUX FOUNDATION LINU 4157239709 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 JIM ZEMLIN EXECUTIVE DIRECTOR 4157239709 2021-10-29 1 JIM ZEMLIN 999009999 TODD D MASSINGER P00075883 5032205900 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES ZEMLIN 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 106429200 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 24 208 0 3453 0 0 0 124150298 105955154 339768 470593 2633 3453 124492699 106429200 0 0 0 0 44227570 49386990 0 0 0 67262694 46163848 111490264 95550838 13002435 10878362 89518144 108874172 30685216 36685862 58832928 72188310 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 SHAREDTECHNOLOGY. 0 1 THE LINUX FOUNDATION IS DEDICATED TO BUILDING SUSTAINABLE ECOSYSTEMS AROUND OPEN SOURCE PROJECTS TO ACCELERATE TECHNOLOGY DEVELOPMENT AND INDUSTRY ADOPTION. THE LINUX FOUNDATION PROVIDES UNPARALLELED SUPPORT FOR OPEN SOURCE COMMUNITIES THROUGH FINANCIAL AND INTELLECTUAL RESOURCES, INFRASTRUCTURE, SERVICES, EVENTS, AND TRAINING. WORKING TOGETHER, THE LINUX FOUNDATION AND ITS PROJECTS FORM THE MOST AMBITIOUS AND SUCCESSFUL INVESTMENT IN THE CREATION OF SHARED TECHNOLOGY. 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 1 145 0 1 208 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 1 1 1 1 1 1 0 CA X STEPHANIE WIGLE 4157239709 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 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 KENJI KANESHIGE 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 JESSICA MURILLO DIRECTOR 1.00 X 0 0 0 MICHAEL CHENG DIRECTOR 1.00 X 0 0 0 JAMES ZEMLIN EXECUTIVE DIRECTOR 40.00 X 889550 0 273091 LISBETH MCNABB COO/CFO (THRU 6/2020) 40.00 X 418906 0 57214 STEPHANIE WIGLE HADDOW CHIEF FINANCIAL OFFICER 40.00 X 321071 0 64328 LINUS TORVALDS FELLOW 40.00 X 623009 0 1035559 ARPIT JOSHIPURA GM, NETWORKING AND ORCHESTRATION 40.00 X 559873 0 80287 ANGELA BROWN SVP AND GM OF EVENTS 40.00 X 508441 0 57780 SHUBRA KAR CTO AND GM OF PRODUCTS 40.00 X 452719 0 67287 CLYDE SEEPERSAD GENERAL MANAGER, TRAINING 40.00 X 452593 0 37500 MICHAEL DOLAN SVP AND GM OF PROJECTS 40.00 X 398361 0 62828 PRIYANKA SHARMA CNCF - GENERAL MANAGER 40.00 X 232311 0 41683 CHRIS ANISZCZYK VP STRATEGIC AND DEVELOPER 40.00 X 648064 0 58002 DANIEL KOHN GM, LF PUBLIC HEALTH 40.00 X 561217 0 30502 BRIAN BEHLENDORF GM, BLOCKCHAIN, HEALTHCARE AND IDENTITY 40.00 X 478568 0 63877 DANIEL CAUCHY EXECUTIVE DIRECTOR, AGL 40.00 X 484132 0 53271 JERRY CHILDERS GM CFF 40.00 X 440353 0 67287 7469168 0 2050496 127 0 1 0 PROXIMA SYSTEMS 7114 CORTE BALBOA PLEASANTON CA 94566 CONSULTING 2050311 INTRADO DIGITAL MEDIA LLC 11808 MIRACLE HILLS DRIVE OMAHA NE 68154 CONSULTING 1307886 VULK COOP 1700 S LAMAR SUITE 338 AUSTIN TX 78704 CONSULTING 1257756 SPEAKEASY STRATEGIES LLC 77 GEARY STREET 5TH FLOOR SAN FRANCISCO CA 94108 CONSULTING 1052900 PSI SERVICES LLC 611 N BRAND BLVD 10TH FLOOR GLENDALE CA 91203 CONSULTING 903995 32 PROJECT AND EVENT FEES 541900 61960899 61960899 MEMBERSHIP DUES 900099 17826573 17826573 TRAINING INCOME 541900 17055206 17055206 PROGRAM SUPPORT INCOME 541900 8403628 8403628 OTHER INCOME 900099 708848 708848 105955154 470593 470593 ADVERTISING 541800 3453 3453 3453 106429200 105955154 3453 470593 X 6634391 33795791 3251826 3763859 1941123 1555074 164176 21154544 3725669 7031295 666889 8277079 3589122 95550838 54308521 78881203 15765627 8478155 9583609 9298168 2072559 2167960 3859634 3301527 1086852 558107 6533642 9359570 167334 131009 89518144 108874172 14124558 16650686 11617351 13685289 4943307 6349887 30685216 36685862 X 58832928 72188310 58832928 72188310 89518144 108874172 X 10878362 381393 2095627 X 0 1 X 1 0 1 1 0 3586819 3041057 545762 272815 260470 12345 558107 DEFERRED COMPENSATION LIABILITY 6349887 6349887 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 11 PROGRAM SERVICES SUPPORTING THE TECHNICAL AND BUSINESS ENVIRONMENT IN THE COMPUTER INDUSTRY. 3056634 CANADA 0 11 PROGRAM SERVICES SUPPORTING THE TECHNICAL AND BUSINESS ENVIRONMENT IN THE COMPUTER INDUSTRY. 3109126 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 7 PROGRAM SERVICES SUPPORTING THE TECHNICAL AND BUSINESS ENVIRONMENT IN THE COMPUTER INDUSTRY. 4405900 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EVENTS AND CONFERENCES 210439 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES EVENTS AND CONFERENCES 2398 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EVENTS AND CONFERENCES 119815 1 29 0 0 1 29 10904312 0 10904312 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 0 0 LINUS TORVALDS FELLOW 450000 0 0 0 173009 0 1007272 0 28287 0 1658568 0 0 0 JAMES ZEMLIN EXECUTIVE DIRECTOR 350000 0 349661 0 189889 0 244804 0 28287 0 1162641 0 0 0 CHRIS ANISZCZYK VP STRATEGIC AND DEVELOPER 400000 0 250000 0 -1936 0 39000 0 19002 0 706066 0 0 0 ARPIT JOSHIPURA GM, NETWORKING AND ORCHESTRATION 400000 0 157941 0 1932 0 52000 0 28287 0 640160 0 0 0 DANIEL KOHN GM, LF PUBLIC HEALTH 291667 0 262500 0 7050 0 28368 0 2134 0 591719 0 0 0 ANGELA BROWN SVP AND GM OF EVENTS 300000 0 201601 0 6840 0 39000 0 18780 0 566221 0 0 0 BRIAN BEHLENDORF GM, BLOCKCHAIN, HEALTHCARE AND IDENT 350000 0 130000 0 -1432 0 38549 0 25328 0 542445 0 0 0 DANIEL CAUCHY EXECUTIVE DIRECTOR, AGL 368100 0 100000 0 16032 0 52000 0 1271 0 537403 0 0 0 SHUBRA KAR CTO AND GM OF PRODUCTS 325000 0 131379 0 -3660 0 39000 0 28287 0 520006 0 0 0 JERRY CHILDERS GM CFF 333473 0 106510 0 370 0 39000 0 28287 0 507640 0 0 0 CLYDE SEEPERSAD GENERAL MANAGER, TRAINING 250000 0 200000 0 2593 0 37500 0 0 0 490093 0 0 0 LISBETH MCNABB COO/CFO (THRU 6/2020) 242756 0 175000 0 1150 0 50012 0 7202 0 476120 0 0 0 MICHAEL DOLAN SVP AND GM OF PROJECTS 275000 0 125000 0 -1639 0 37500 0 25328 0 461189 0 0 0 STEPHANIE WIGLE HADDOW CHIEF FINANCIAL OFFICER 290625 0 35000 0 -4554 0 39000 0 25328 0 385399 0 0 0 PRIYANKA SHARMA CNCF - GENERAL MANAGER 205850 0 25000 0 1461 0 26731 0 14952 0 273994 0 0 0 FORM 990, PART III, LINE 3 OUR EVENTS PREVIOUSLY HELD IN PERSON WERE EITHER CANCELLED, POSTPONED UNTIL 2021 OR HELD VIRTUALLY. 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 12C THE MANAGEMENT OF THE ORGANIZATION MONITORS AND ENFORCES THE POLICY. 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 1,890,517. SOFTWARE DEVELOPMENT CONSULTANTS 4,051,550. THIRD PARTY CONTENT CONSULTANTS 2,172,913. PLATFORM DEVELOPMENT 3,086,558. MARKETING SERVICE 1,033,615. OTHER FEES 8,919,391. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY ADJUSTMENT 18,394. NET INCREASE IN NET ASSETS FROM ACQUISITIONS 2,077,233. LINUX FOUNDATION JAPAN LLC 3-30 KIOI-CHO CHIYODA-KU TOKYO JA 460503801 SUPPORTING AND ADVANCING LSB IN JAPAN JA 1004 141496 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 LF LABS INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 383890278 TECHNICAL TRAINING. DE THE LINUX FOUNDATION C 1.00000 1 LINUX LABS LIMITED 548 MARKET ST PMB 57274 SAN FRANCISCO CA 941045401 CONFERENCE MANAGEMENT UK THE LINUX FOUNDATION 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 342832 ACTUAL AMOUNTS PAID