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Merge pull request #207 from jasongrout/LF-discussion
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Tweak Linux Foundation proposal
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blink1073 authored Mar 7, 2024
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# Proposal for Jupyter\'s Sustainable Growth
# Proposal for Jupyter's Sustainable Growth

March 5, 2024

*Discussion of this proposal is at https://github.com/jupyter/governance/issues/204.*

# Executive Summary

The Jupyter Executive Council (EC) has the responsibility to ensure the
Expand All @@ -17,15 +19,15 @@ been impactful and successful in many areas, we currently struggle in
our ability to scale in certain strategic directions and in maintaining
core functions needed for an effort of our size and scope. We believe
the plan below is the right path forward to meet these challenges;
we\'ve come to this plan after a detailed exploration of multiple
we've come to this plan after a detailed exploration of multiple
options.

**We propose that Project Jupyter -- with its current governance
structure and name -- transfer from NumFOCUS to the Linux Foundation
structure, name, and trademarks -- transfer from NumFOCUS to the Linux Foundation
Charities 501(c)(3). This transition would be paired with the creation
of a new resource, provisionally called the *Jupyter Foundation*,
designated to secure corporate contributions, and an associated
c*ommittee* to make budgetary decisions associated with these funds. The
*committee* to make budgetary decisions associated with these funds. The
Jupyter Foundation would be under the Linux Foundation 501(c)(6).**
Below, we provide more details about this proposal and answer questions.
This document aims to be a reference point for the community to discuss
Expand All @@ -46,19 +48,19 @@ approval) the EC would like to implement as soon as possible.
# Project Jupyter's Needs

Project Jupyter requires **sustainable funding that is centrally managed
for some key \"backbone needs\'\' of the project.** There are activities
for some key "backbone needs" of the project.** There are activities
and programs that are critical to the mission of Jupyter that are
currently either underfunded or unfunded. Examples include JupyterCon,
other Jupyter community and outreach events, Binder, NbViewer,
jupyter.org, an Executive Director, other project-wide staff (release
engineering, developer advocate, documentation writer, program manager,
testing infrastructure, etc.) and more. We believe that if a few such
\"backbone\" roles and activities are sustainably funded, it will become
testing infrastructure, etc.), and more. We believe that if a few such
"backbone" roles and activities are sustainably funded, it will become
easier for individual subprojects and teams in the community to pursue
strategic objectives, propose new developments, and seek targeted
resources that rely on this stable foundation for coordination,
planning, and project-wide interactions. **The EC has a goal to raise
\$1-2 million/year in a sustainable manner**.
$1-2 million/year in a sustainable manner**.

*The EC believes that this funding can come from a combination of
non-profit (private foundations, government grants) and for-profit
Expand All @@ -76,13 +78,13 @@ raising consistent funding from corporations.
Additionally, Jupyter needs **improved operational support**. Jupyter
needs a higher level of support for operating (legal/trademark,
marketing, fundraising, accounting, contracts, internships, events, dev
ops, etc.) than is currently available from NumFOCUS. The EC\'s
responsibility is to serve Jupyter\'s pressing needs today and tomorrow;
ops, etc.) than is currently available from NumFOCUS. The EC's
responsibility is to serve Jupyter's pressing needs today and tomorrow;
currently, the EC is spending a significant amount of its time on
operational matters instead of fundraising and other activities that
support Jupyter's long-term mission. At this time, and after extensive
conversations with NumFOCUS and time spent by Ana Ruvalcaba taking deep
dives into operational matters, the EC\'s assessment is that the best
dives into operational matters, the EC's assessment is that the best
course of action is to secure operational support with a proven partner
that can provide it today. *Our assessment is that the Linux Foundation
is such an ideal partner for Jupyter today*.
Expand All @@ -105,12 +107,12 @@ types of roles.

We have spent time and effort in discussions with the Linux Foundation
team, to ensure that this transition introduces the smallest possible
changes to Jupyter\'s operations while meeting our above goals.
changes to Jupyter's operations while meeting our above goals.

Under this proposal, **Jupyter keeps its current governance structure
and transfers from NumFOCUS to LF Charities 501(c)(3). An additional
funding vehicle will be created called the Jupyter Foundation under the
Linux Foundation 501(c)(6) providing corporations a well known and
Linux Foundation 501(c)(6) providing corporations a well-known and
proven method to support the Jupyter Project.**

In order to manage this new resource (the Jupyter Foundation), we
Expand Down Expand Up @@ -163,13 +165,13 @@ option. LF can support our existing community and governance structure,
and it has a proven track record of supporting software projects with a
sustainable operational and multi-modal funding model that scales.

# How does this affect our project\'s mission regarding both open science, education, and access to all regardless of money or industrial relationships?
# How does this affect our project's mission regarding both open science, education, and access to all regardless of money or industrial relationships?

Project Jupyter's mission and focus on open science remains unchanged
and driven by its contributors. Project Jupyter will develop a formal
mission statement that will reiterate our commitment to open science,
education, research and broad access to interactive computing. Based on
many previous discussions we\'ve had on this topic, we propose here a
many previous discussions we've had on this topic, we propose here a
rough draft of such a mission statement: "Project Jupyter is an open and
collaborative community that develops interactive computing tools,
software, standards, and infrastructure for research, education, and
Expand All @@ -180,17 +182,17 @@ discuss and approve an official mission statement.

## How would this change our relationship with NumFOCUS?

Once the transition is concluded and assets are transferred, Project
Once the transition is concluded and assets (such as trademarks) are transferred, Project
Jupyter would not have a legal relationship with NumFOCUS. However, we
will always maintain a collaborative relationship with NumFOCUS and its
various projects: Jupyter is for many a portal into a broad ecosystem of
projects that currently operate under NumFOCUS, and we\'ll continue
projects that currently operate under NumFOCUS, and we'll continue
collaborating with all of them as before. In this regard, NumFOCUS is
and would remain a key partner for Project Jupyter, and we wish the
NumFOCUS team success.

We will work out a transition plan between NF and the LF Charities that
will minimize disruption to the projects. There may be some funds that
will minimize disruption to the projects. For exampe, there may be some funds that
are simpler to wind down through NF and some that are easier to move to
the LF Charities.

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