SPI: a minimalist financial sponsor 501(c)(3) non-profit

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Presentation transcript:

SPI: a minimalist financial sponsor 501(c)(3) non-profit http://www Josh Berkus Assistant Treasurer Software in the Public Interest OSCON 2013

Server Programming Interface? Software in the Public Interest founded 1997 “fork” of the Open Source Institute founded by Bruce Perens first OSS financial sponsor 501(c)3 charitable non-profit fiscal sponsor of Debian Linux and 30+ other projects

What SPI provides bank account ability to receive charitable donations ability to sign contracts collective ownership of project assets servers trademarks, domain names some light legal assistance preference voting election assistance

What SPI doesn't provide project infrastructure startup funds copyright assignment liability protection governance advice/direction exclusive representation annual conference

structure, assistance, requirements Apache Conservancy SPI

Why Join SPI? You just need a bank account You want to run a fundraising campaign or a paid event You want corporate ownership of your domain/trademark You have an NGO in another country You don't want to change your project

How to join SPI Be a “substantial open source project” meeting the OSI or Debian definitions Don't be in the middle of a lawsuit Find an SPI board member Pick a Liaison Have a few people join SPI as voting members Submit a proposal Attend a board meeting for vote

more details Your members can run for SPI board SPI deducts 5% of each donation plus transaction fees some exceptions Payments can take a couple weeks generally reimbursements for expenses special requirements for contract work transaction fees for international payments

Join SPI Now. … or not. we're good with that too. http://www. spi-inc Join SPI Now! … or not. we're good with that too. http://www.spi-inc.org treasurer@spi-inc.org

Software Freedom Conservancy Bradley M. Kuhn Executive, Director, Software Freedom Conservancy

Software Freedom Conservancy A 501(c)(3) non-profit charity Incorporated in New York under NYS charity law. Founded on 2006-04-07. “Direct Project” fiscal sponsor (Model A)

Why “Direct Project” Sponsor? Projects actually become “part” of Conservancy Akin to being a wholly owned subsidiary This gives some specific benefits: Liability protection for volunteer developers Conservancy can act officially in the name of project as a corporate entity. More oversight of spending & assets.

Primary Conservancy Services Directed donations which the project leadership can spend as it sees fit (within 501(c)(3) charities rules). Legal assistance (CLAs, copyright policies, trademark registration & policies, license enforcement) Conference Organizational Assistance (venue contract negotiation & signing, all off-site logistics) Asset Management (hold copyrights, trademarks; own servers, equipment) Fundraising assistance Full list: sfconservancy.org/member/services

Application Requirements All code, documentation, etc. must be under OSI-approved “Open Source license” and FSF-approved “free software license”. Project must seek to make better software for the general public. Project must be reasonably well established (new initiatives with “no code yet” aren't welcome) Evaluation by Conservancy's Evaluation Committee, who are: http://sfconservancy.org/about/eval-committee/ Email <apply@sfconservancy.org> for full application materials.

Software Freedom Conservancy If you want a full-service, hands- on public charity fiscal sponsor for your Open Source and Free Software project, Conservancy might be the home for your project.

Apache Software Foundation 501(c)(3) non-profit Indemnity Infrastructure Independence

Apache Projects Common License Infrastructure Community model Diverse Focuses Technologies Development models

Being an Apache Project Apache license Collaborative, consensus-driven development Diverse community

Becoming an Apache Project Legal standards Community standards

Committers and Organizations form our membership 501(c)6 Trade Association Committers and Organizations form our membership

Services to Foster Collaboration Infrastructure IP Management Development Process Community Development

Supported by: 20 professional staff 190+ member organizations 1000+ committers Millions of software developers

Things you might not know about Eclipse: Technology agnostic (more than Java) Forge agnostic (embracing github) Flexible licensing (more than EPL)

Success @ Eclipse Lots of users Lots of commercial and OSS adoption Lots of Contributions Successful Industry Platforms

Thank You Ian.skerrett@eclipse.org

Outercurve Foundation 501(c)(6) non-profit Overview Paula Hunter, Executive Director July 2013

Typical OSS Project

Typical Software Company

What is a Foundation’s Role? Foundations are non-profits* that provide: Legal Structure Business Operations Technical Services * But they are still businesses

The Role of Outercurve Contributions are the life blood of any active FOSS project Our goal is to increase the project contribution flow We want to help projects gain users that become contributors that become committers 32

Outercurve Provides Staffing and Services Throughout the Project Lifecycle Concept Counsel and content on best practices for licensing, code assignment, and contribution agreements IP management and oversight Electronic CLAs Ensure each project has guidelines for getting started, how to get involved and contribution. Acquire domains Project Mentors. Launch Launch program tailored to the project audience(s), including integrated PR and Social Media campaigns Code signing certificates Project mailing lists and administrative resources Project dashboard for all projects Provide branding elements for project websites Build Community Establish project management process Forums and blogs Support and fund developer events Indemnify project committers Establish a facility to collect and distribute project level donations and bounties Facilitate surveys and contests Sustain Support Gallery and project sponsors provide 3 year commitment Education and promotion of IP management and development process Project committers can serve on Technical Advisory Board OCF Wiki for sharing of best practices across projects Adoption Provide tools and templates to guide project leads to successful adoption of the project Promote major milestones and releases

The Outercurve Foundation While many Foundations provide a liability firewall and a demonstration of neutrality They are tied to a license, a particular technology base, or development process. The Outercurve Foundation provides the benefits of neutrality, a liability firewall, IP and project governance, at a low cost Remaining agnostic on license, technology platform, and development process.

The Museum As A Metaphor Sponsors create “Galleries” based on technology or industry themes Gallery Managers and the Foundation encourage project assignments into Galleries Individual Projects are complementary with the theme of the Gallery

Technology Themed Gallery: ASP.NET Gallery managed by Sponsor appointed manager, mentored by Outercurve board member. Projects are a collection of sponsor and non-sponsor contributed projects.

Why does it matter? Neutrality encourages contribution Clean IP encourages adoption Foundations act as community centre-of-gravity

Questions? Paula Hunter, Executive Director phunter@outercurve.org Eric Schultz, Developer Advocate eschultz@outercurve.org http://www.outercurve.org @outercurve

Linux Foundation 501(c)(6) non-profit Jim Zemlin, Executive Director