SALESFORCE COM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SALESFORCE COM FOUNDATION (EIN 94-3347800)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-12-15
- IRS object ID
- 202543499349100119
- Schema version
- 2024v5.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-15T13:27:02-06:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | 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 | 2024-02-01 | 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 | JOACHIM WETTERMARK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8669240450 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $397,888,517 | 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 | $6,004,315 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $511,739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511,739 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,523,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,581,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,390,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,633,432 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,933,794 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,134,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,602,690 | 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 | $3,291 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,145 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,806 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,863 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,406,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,365,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $465,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $371,728 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,959,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,751,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,938,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,938,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,898,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,751,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,033,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,763,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,851,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $414,768 | CashBOYAmt |
| Cash EOY | $624,357 | CashEOYAmt |
| Cash EOYFMV | $624,357 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,611,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,390,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,390,763 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $375,502,146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $395,873,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $395,873,397 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $395,528,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,888,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $397,888,517 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $870,787 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $535,093 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $870,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $535,093 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $394,425,692 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $397,353,424 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $232,346 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $394,658,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $397,353,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $395,528,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $397,888,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $394,658,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,763,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,458,767 | OtherIncreasesAmt |
| Subtotal | $397,353,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $397,353,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN / (LOSS) FROM PASSTHROUGHS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,633,432 | GrossSalesPriceAmt |
| Gain Or Loss | $7,633,432 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,633,432 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,633,432 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500,000 | 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 | $500,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,928 | EsPenaltyAmt |
| Overpayment | $180,441 | OverpaymentAmt |
| Applied To ES Tax | $180,441 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | JOACHIM WETTERMARK | IndividualWithBooksNm |
| Phone | 4152794969 | 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 (10 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 | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | CHAIRMAN | 2.50 | $0 | $0 | $0 |
| RONALD CONWAY | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA SCHER | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| REBECCA FERGUSON | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | CEO | 5.00 | $0 | $0 | $0 |
| SAMUEL CHUNG | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | CFO & TREASURER THROUGH 1/2025 | 1.00 | $0 | $0 | $0 |
| JOACHIM WETTERMARK | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | CFO & TREASURER START 1/2025 | 1.00 | $0 | $0 | $0 |
| SARAH DODS | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL BUTLER | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| LARA MOURITSEN | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| MAGGIE TAN | ||||||||
| 50 FREMONT STREET SUITE 300 | SAN FRANCISCO | CA | 94105 | FINANCE DIRECTOR | 10.00 | $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 | WA | 98101 | INVESTMENT MANAGEMENT SERVICES | $1,220,000 |
| MOSS ADAMS LLP | |||||
| 101 SECOND STREET SUITE 900 | SAN FRANCISCO | CA | 94105 | AUDIT & TAX SERVICES | $59,220 |
| 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 | $395,783,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,584,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $407,368,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $407,368,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,110,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $401,257,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,062,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,062,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317,631 | TotalTaxAmt |
| Distributable Before Adj | $19,745,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,745,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,745,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,033,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,033,692 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,745,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,598,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,485,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,082,933 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,189,674 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,945,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,302,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,033,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,745,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,288,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $96,591,135 | 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 | $13,598,334 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,992,801 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,485,979 | ExcessFromYear4Amt |
| Excess From Year3 | $14,082,933 | ExcessFromYear3Amt |
| Excess From Year2 | $18,189,674 | ExcessFromYear2Amt |
| Excess From Year1 | $17,945,770 | ExcessFromYear1Amt |
| Excess From Current Year | $16,288,445 | 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 (22 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 STREET SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| BURNING GLASS INSTITUTE | ||||||||
| PO BOX 671 | BALA CYNWYD | PA | 19004 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| CAREERVILLAGE INC | ||||||||
| 1875 MISSION STREET SUITE 103 NO | SAN FRANCISCO | CA | 94304 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | 237 |
| CHILDREN FIRST FUND - THE CHICAGO PUBLIC SCHOOLS FOUNDATION | ||||||||
| 233 S WACKER DRIVE SUITE 4400 | CHICAGO | IL | 60606 | N/A | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 | |
| CODEORG | ||||||||
| 720 SENECA STREET SUITE 107 691 | SEATTLE | WA | 98101 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $2,000,000 | |
| COLLEGE POSSIBLE | ||||||||
| 755 PRIOR AVENUE NORTH 210 | SAINT PAUL | MN | 55104 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| COLLEGE TRACK | ||||||||
| 483 9TH STREET SUITE 200 | OAKLAND | CA | 95607 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $500,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| DIGITAL PROMISE GLOBAL | ||||||||
| 1001 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | 935 |
| FUND FOR PUBLIC SCHOOLS INC | ||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 | |
| HIDDEN GENIUS PROJECT | ||||||||
| 1441 FRANKLIN STREET 4TH FLOOR | OAKLAND | CA | 94612 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| IMENTOR | ||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION | ||||||||
| 120 EAST WALNUT STREET 116 | INDIANAPOLIS | IN | 46204 | N/A | PC | SUPPORT PUBLIC EDUCATION | $1,000,000 | |
| KHAN ACADEMY INC | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| OAKLAND UNIFIED SCHOOL DISTRICT | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | N/A | GOV | SUPPORT PUBLIC EDUCATION | $5,000,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | ||||||||
| 834 TOLENT STREET | SAN FRANCISCO | CA | 94124 | N/A | GOV | SUPPORT PUBLIC EDUCATION | $100,000 | |
| SPARK SF PUBLIC SCHOOLS | ||||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | N/A | PC | SUPPORT PUBLIC EDUCATION | $5,000,000 | |
| THE EDUCATION TRUST INC | ||||||||
| 1501 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $7,338,600 | |
| TNTP INC (THE NEW TEACHER PROJECT) | ||||||||
| 500 SEVENTH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | SUPPORT FOR EDUCATION AND CAREER OPPORTUNITIES FOR YOUNG PEOPLE | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,938,600 | 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 | $511,739 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,581,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,130,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,130,494 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALESFORCECOM INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 MISSION STREET 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,001,760 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND ACCOUNTING FEES | $45,150 | $11,288 | $33,863 |
| TAX PREPARATION FEES | $14,070 | $3,518 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $42,390,273 | GrossSalesPriceAmt |
| Basis | $34,809,084 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $7,581,189 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIIFL SUSTAINABLE MULTI ASSET GROWTH | FMV | $215,514,066 | $215,514,066 |
| PRIVATE MARKETS FUND 2019 LP | FMV | $27,979,744 | $27,979,744 |
| RIIFL SUSTAINABLE BOND FUND | FMV | $96,236,017 | $96,236,017 |
| PRIVATE MARKETS FUND 2021 LLC | FMV | $13,336,279 | $13,336,279 |
| PRIVATE CREDIT FUND I LLC | FMV | $27,683,790 | $27,683,790 |
| RUSSELL INVESTMENTS PMF23 | FMV | $1,415,434 | $1,415,434 |
| RIIFL LOW DURATION BOND FD | FMV | $13,707,954 | $13,707,954 |
| STATE STREET INSTITUTIONAL TRE | FMV | $113 | $113 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,291 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,145 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $25,279 | $0 | $16,284 |
| CALIFORNIA RRF-1 FILING FEE | $800 | $0 | $800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1S | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,933,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $26,458,767 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,365,000 | $1,365,000 | $0 |
| CONSULTING SERVICES | $41,000 | $0 | $41,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $465,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $371,728 | $0 |
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