2024-05-13T17:45:07-05:00 2023-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2022-07-01 200049703 WIKIMEDIA FOUNDATION INC WIKI 4158396885 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 JAIME VILLAGOMEZ CFO 4158396885 2024-05-13 1 JAIME VILLAGOMEZ XXX-XX-XXXX 0 DAVID M HIGHFILL P01517891 2139724000 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAIME VILLAGOMEZ 1 MONTGOMERY ST STE SAN FRANCISCO CA 94105 240389904 0 X WWW.WIKIMEDIAFOUNDATION.ORG X 2003 FL WIKIMEDIA FDN SUPPORTS WIKIPEDIA, ITS SISTER PROJECTS. (SEE SCHEDULE O FOR MORE)AND THE WIKIMEDIA COMMUNITY TO HELP THE WORLD SHARE IN FREE KNOWLEDGE. 12 12 375 286000 265778 9656 164242380 173394921 0 0 1565366 3005859 2103370 3798892 167911116 180199672 15194115 24707665 0 0 88111413 96797647 321133 344472 18276785 42208743 46455549 145835404 168305333 22075712 11894339 250965442 274123369 11613910 19152033 239351532 254971336 X THE MISSION OF THE WIKIMEDIA FOUNDATION IS TO EMPOWER AND ENGAGE PEOPLE AROUND THE WORLD TO COLLECT AND DEVELOP EDUCATIONAL CONTENT UNDER A FREE LICENSE OR IN THE PUBLIC DOMAIN AND TO DISSEMINATE IT EFFECTIVELY AND GLOBALLY. (SEE SCHEDULE O)IN COORDINATION WITH A NETWORK OF INDIVIDUAL VOLUNTEERS AND OUR INDEPENDENT MOVEMENT ORGANIZATIONS, INCLUDING RECOGNIZED CHAPTERS, THEMATIC ORGANIZATIONS, USER GROUPS, AND PARTNERS, THE FOUNDATION PROVIDES THE ESSENTIAL INFRASTRUCTURE AND AN ORGANIZATIONAL FRAMEWORK FOR THE SUPPORT AND DEVELOPMENT OF MULTILINGUAL WIKI PROJECTS AND OTHER ENDEAVORS WHICH SERVE THIS MISSION. THE FOUNDATION WILL MAKE AND KEEP USEFUL INFORMATION FROM ITS PROJECTS AVAILABLE ON THE INTERNET FREE OF CHARGE, IN PERPETUITY. 0 0 71874364 SEE SCHEDULE O 56097493 24707665 SEE SCHEDULE O 127971857 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 69 0 375 1 1 1 1 UK 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X JAIME VILLAGOMEZ 4158396885 1 MONTGOMERY SUITE 1600 SAN FRANCISCO CA 94104 DARIUSZ JEMIELNIAK TRUSTEE 4.00 0.00 X 0 0 0 ESRA'A AL SHAFEI TRUSTEE 4.00 0.00 X 0 0 0 JIMMY WALES TRUSTEE (FOUNDER) 4.00 0.00 X 0 0 0 LORENZO LOSA TRUSTEE 4.00 0.00 X 0 0 0 LUIS BITENCOURT-EMILIO TRUSTEE 4.00 0.00 X 0 0 0 NATALIIA TYMKIV CHAIR 8.00 0.00 X 0 0 0 RAJU NARISETTI TRUSTEE 4.00 0.00 X 0 0 0 ROSIE STEPHENSON-GOODKNIGHT TRUSTEE 4.00 0.00 X 0 0 0 SHANI EVENSTEIN SIGALOV TRUSTEE 4.00 0.00 X 0 0 0 TANYA CAPUANO TRUSTEE 4.00 0.00 X 0 0 0 VICTORIA DORONINA TRUSTEE 4.00 0.00 X 0 0 0 MICHAEL PEEL TRUSTEE (BEG 12/22) 4.00 0.00 X 0 0 0 AMANDA KETON GEN COUNSEL & SEC (THRU 02/23) 40.00 0.00 X 376362 0 35320 JAIME VILLAGOMEZ CFO & TREASURER 40.00 0.00 X 374813 0 43227 MARYANA ISKANDER CHIEF EXECUTIVE OFFICER 40.00 0.00 X 512179 0 22289 STEPHEN LAPORTE GENERAL COUNSEL & SECRETARY 40.00 0.00 X 230141 0 19371 LISA SEITZ CHIEF ADV OFFICER & DEP TO CEO 40.00 0.00 X 364257 0 47727 ROBYN ARVILLE CHIEF T&C OFFICER 40.00 0.00 X 373692 0 10508 SELENA DECKELMANN CPTO (BEG 08/22) 40.00 0.00 X 173623 0 11636 CAROL DUNN VP OF PROD MGMT (THRU 09/22) 40.00 0.00 X 290139 0 27664 MARGARET NOVOTNY VP OF PRODUCT DESIGN (THRU 08/23) 40.00 0.00 X 266783 0 42481 TAJH TAYLOR VP OF DATA SCIENCE & ENGIN 40.00 0.00 X 311369 0 35888 ZDENKO VRANDECIC HEAD OF SPECIAL PROJECTS 40.00 0.00 X 312965 0 35355 REBECCA MACKINNON VP OF GLOBAL ADVOCACY 40.00 0.00 X 276218 0 34073 ANTHONY NEGRIN CHIEF PRODUCT OFFICER 40.00 0.00 X 111383 0 0 3973924 0 365539 252 1 1 0 GLUZDOVCOMINC DBA SPEED AND FUNCTION 1243 S 7TH ST PHILADELPHIA PA 19147 ENGINEERING SERVICES 1164357 JONES DAY 555 CALIFORNIA STREET 26TH FLOOR SAN FRANCISCO CA 94104 LEGAL SERVICES 1130145 BERLIN ROSEN LTD 15 MAIDEN LANE SUITE 1600 NEW YORK NY 10038 COMMUNICATIONS SUPPORT 432000 THIS DOT INC 92 CORNERSTONE DRIVE SUITE 213 CARY NC 27519 ENGINEERING SERVICES 393788 HUMAN MADE INC 100 JERICHO QUAD STE 223 JERICHO NY 11753 ENGINEERING SERVICES 390680 26 321069 173073852 770007 173394921 4265565 4265565 3100000 3100000 58776148 1770 60037624 0 -1261476 1770 -1259706 -1259706 0 321069 23578 -23578 -23578 274808 129030 145778 145778 ENDW FEE REIMBURSEMENT 900099 420177 420177 SERVICE REVENUE 541900 120000 120000 OTHER 900099 36515 36515 576692 180199672 0 265778 6538973 3960949 3960949 87435 87435 20659281 20659281 4145477 3045083 899705 200689 74892789 57587723 10514485 6790581 1773593 1268392 321974 183227 11910140 9027838 1745521 1136781 4075648 2905818 787257 382573 2565569 2499164 35658 30747 139393 139393 53100 53100 344472 344472 193133 193133 11579790 9304029 1570738 705023 28944 25780 3164 765257 241561 423854 99842 6288778 4502137 1712605 74036 1243494 879511 244612 119371 4234516 3162527 525196 546793 726441 645583 79068 1790 4602064 3837307 764757 651162 651162 DONATIONS PROCESSING FE 6855680 6855680 TEMPORARY CONTRACTORS 5455225 3852575 1037835 564815 OTHER OPERATING EXP 545866 198590 131712 215564 STAFF DEV./ENRICHMENT 527137 227474 278026 21637 168305333 127971857 22056691 18276785 23841146 46055929 28471169 31149189 700000 0 104482 265523 2697439 2945646 24753408 15363297 8860153 9390111 181887386 175482453 2768904 4655028 1634763 4179490 250965442 274123369 8964875 9706163 1560000 1660000 1089035 7785870 11613910 19152033 X 238009941 249088663 1341591 5882673 239351532 254971336 250965442 274123369 X 11894339 3451482 273983 X 0 1 X 1 0 X 115839832 120919258 155312041 164242380 173394921 729708432 115839832 120919258 155312041 164242380 173394921 729708432 729708432 2819428 3177662 2703740 4656584 7365565 20722979 88924 101429 115023 180344 265778 751498 120602 677436 874831 423526 456692 2553087 753735996 0.96810 0.97340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 120,602. 2019 AMOUNT: $ 677,436. 2020 AMOUNT: $ 874,831. 2021 AMOUNT: $ 423,526. 2022 AMOUNT: $ 456,692. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4428 48672 53100 127918757 127971857 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25065 38604 23196 53100 139965 250000 250000 250000 250000 1000000 1500000 4428 4428 2074581 1703511 371070 22678827 13659786 9019041 9390111 WIKIMEDIA ENDOWMENT PAYABLE 5274448 LEASE LIABILITY 2046483 LEASE INCENTIVES - TI ALLOWANCE 315277 OTHER LIABILITIES 149662 7785870 X 184715185 3451482 1040453 23578 4515513 180199672 0 180199672 169095381 1040453 23578 1064031 168031350 273983 273983 168305333 PART X, LINE 2: ASC 740, INCOME TAXES THE FOUNDATION HAS EVALUATED THE FINANCIAL STATEMENT IMPACT OF POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS. MANAGEMENT HAS DETERMINED THAT NO TAX LIABILITIES NEED TO BE RECORDED UNDER APPLICABLE ACCOUNTING GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS 23,578. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS 23,578. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN OF UNUSED GRANTS 273,983. 1 EAST ASIA AND THE PACIFIC 8 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 1777808 EUROPE 35 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 20613514 MIDDLE EAST & NORTH AFRICA 1 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 668454 NORTH AMERICA 4 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 4449981 SOUTH AMERICA 4 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 895795 SOUTH ASIA 5 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 965677 SUB-SAHARAN AFRICA 7 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 2672854 0 64 0 0 0 64 32044083 0 32044083 CENTRAL AMERICA AND THE CARIBBEAN FURTHER MISSION 200215 WIRE 0 EAST ASIA AND THE PACIFIC FURTHER MISSION 1433181 WIRE 0 EUROPE FURTHER MISSION 9014303 WIRE 0 MIDDLE EAST & NORTH AFRICA FURTHER MISSION 667383 WIRE 0 NORTH AMERICA FURTHER MISSION 679007 WIRE 0 RUSSIA AND THE NEWLY INDEPENDENT STATES FURTHER MISSION 399124 WIRE 0 SOUTH AMERICA FURTHER MISSION 2443625 WIRE 0 SOUTH ASIA FURTHER MISSION 724158 WIRE 0 SUB-SAHARAN AFRICA FURTHER MISSION 2164875 WIRE 0 94 594 FURTHER MISSION CENTRAL AMERICA AND THE CARIBBEAN 1 6175 WIRE FURTHER MISSION EAST ASIA & THE PACIFIC 35 459380 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA EAST ASIA & THE PACIFIC 53 137744 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION EUROPE 29 712406 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA EUROPE 37 124927 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION MIDDLE EAST & NORTH AFRICA 3 22478 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA MIDDLE EAST & NORTH AFRICA 17 56709 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION NORTH AMERICA 8 29999 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA NORTH AMERICA 6 20785 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION RUSSIA AND THE NEWLY INDEPENDENT STATES 5 3125 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA RUSSIA AND THE NEWLY INDEPENDENT STATES 11 42023 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION SOUTH AMERICA 20 222166 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA SOUTH AMERICA 11 50964 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION SOUTH ASIA 18 95174 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA SOUTH ASIA 28 72981 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION SUB-SAHARAN AFRICA 97 663367 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA SUB-SAHARAN AFRICA 215 213010 WIRE/PAID DIRECTLY TO 3RD PARTY 0 0 0 0 0 1 PART III ACCOUNTING METHOD: PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE U.S. GRANTS TO ORGANIZATIONS: ORGANIZATIONS THAT HAVE MET EACH GRANT PROGRAM'S ELIGIBILITY CRITERIA ARE ELIGIBLE TO PARTICIPATE IN A PUBLIC APPLICATION PROCESS. TO DO SO, THEY SUBMIT A GRANT PROPOSAL THAT CONTAINS A DESCRIPTION OF THE MISSION-RELATED WORK THEY ARE PROPOSING, A BUDGET, A START DATE AND COMPLETION DATE OR DURATION OF THE GRANT PERIOD, AND A DESCRIPTION OF HOW THIS WORK WILL ACHIEVE THE WIKIMEDIA FOUNDATION'S MISSION OR THE WIKIMEDIA MOVEMENT STRATEGIC PRIORITIES. APPLICATIONS ARE REVIEWED AND AN INITIAL SCREENING IS PERFORMED. WHEN AN APPLICANT IS AWARDED A GRANT AND BECOMES A GRANTEE, THE GRANTEE COMPLETES ADDITIONAL SCREENING REQUIREMENTS AND SIGNS A GRANT AGREEMENT. THE AGREEMENT STIPULATES THAT THEY WILL USE GRANT FUNDS FOR CHARITABLE PURPOSES CONSISTENT WITH THE WIKIMEDIA FOUNDATION'S MISSION AND THE PURPOSES DESCRIBED IN THE GRANT PROPOSAL; THAT THEY AGREE TO THE REPORTING REQUIREMENTS, INCLUDING MAINTAINING RECEIPTS/DOCUMENTATION OF EXPENSES; THAT THEY AGREE TO PROCEDURES FOR NOTIFYING THE WIKIMEDIA FOUNDATION OF IMPORTANT CHANGES THAT MAY AFFECT THE GRANT; AND THAT THEY WILL RETURN ANY UNUSED GRANT FUNDS AFTER THE END OF THE GRANT'S TERM. ONCE EACH GRANT IS COMPLETE, THE GRANTEE WILL SUBMIT A NARRATIVE AND FINANCIAL REPORT OR SERIES OF REPORTS THAT DEMONSTRATE HOW THE GRANT FUNDS WERE SPENT AND DESCRIBE THE IMPACT OF THE WORK. GRANTS TO INDIVIDUALS: GRANTS TO INDIVIDUALS FOLLOW THE SAME PROCESS AS OTHER GRANTS UNLESS THEY ARE TRAVEL SCHOLARSHIPS. INDIVIDUALS APPLY FOR TRAVEL SCHOLARSHIPS (PRIMARILY TO ATTEND THE ANNUAL CONFERENCE, WIKIMANIA) AND APPLICATIONS ARE REVIEWED AND EITHER ACCEPTED OR DENIED. IN MOST CASES, TRAVEL IS THEN ARRANGED FOR THE INDIVIDUAL AND PAID FOR BY THE WIKIMEDIA FOUNDATION. IN VERY LIMITED CASES, INDIVIDUALS BOOK TRAVEL THEMSELVES AND PROVIDE RECEIPTS TO THE FOUNDATION WHICH THEN REIMBURSES THEM BASED ON THE RECEIPTS. ADDITIONALLY, THE FOUNDATION ALSO REIMBURSES FOR OTHER RELATED TRAVEL EXPENSES SUCH AS VISA APPLICATION COSTS AND INCIDENTALS LIKE MEALS AND AIRPORT TRANSFERS. METHOD OF ACCOUNTING: THE GRANTS AND EXPENDITURES REPORTED IN SCHEDULE F WERE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. X X X X X 1 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI LONDON(9/22) 215246 215246 3715 MENLO PARK(11/22) 57274 57274 4633 1 48549 48549 3900 11330 321069 321069 3900 19678 23578 -23578 PART I, LINE 3 THE FOUNDATION FUNDRAISES IN ALL STATES AND IS REGISTERED IN THE STATES LISTED THAT REQUIRE REGISTRATION OR IF THE FOUNDATION IS NOTIFIED THAT IT IS EXEMPT FROM REGISTRATION IN THAT STATE. 1 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 510198509 501(C)(3) 1487648 0 TO SUPPORT WORK TO FURTHER MISSION. WIKI EDUCATION FOUNDATION 11 FUNSTON AVE SUITE A SAN FRANCISCO CA 94130 300790695 501(C)(3) 581753 0 TO SUPPORT WORK TO FURTHER MISSION. ARTFEMINISM INC 323 W 39TH STREET SUITE 912 NEW YORK NY 10018 832919353 501(C)(3) 381685 0 TO SUPPORT WORK TO FURTHER MISSION. BLACK LUNCH TABLE 6225 N KENMORE AVE APT 2N CHICAGO IL 60660 825436759 501(C)(3) 301799 0 TO SUPPORT WORK TO FURTHER MISSION. WHOSE KNOWLEDGE 13223 BLACK MOUNTAIN ROAD STE 258 SAN DIEGO CA 92129 871925489 501(C)(3) 196434 0 TO SUPPORT WORK TO FURTHER MISSION. WIKIMEDIA NEW YORK CITY PO BOX 1074 GRAND CENTRAL STATION NEW YORK NY 10163 270520584 501(C)(3) 162245 0 TO SUPPORT WORK TO FURTHER MISSION. FRACTURED ATLAS INC PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 145000 0 TO SUPPORT WORK TO FURTHER MISSION. WIKI SOCIETY OF WASHINGTON DC INC DBA WIKIMEDIA DC PO BOX 9822 WASHINGTON DC 20016 452106571 501(C)(3) 129000 0 TO SUPPORT WORK TO FURTHER MISSION. WIKIJOURNAL 10134 AVALON VALLEY DRIVE DANBURY CT 06810 851545401 501(C)(3) 116900 0 TO SUPPORT WORK TO FURTHER MISSION. DATA FOR BLACK LIVES INC 300 NW 54TH ST MIAMI FL 33127 821709461 501(C)(3) 100000 0 TO SUPPORT WORK TO FURTHER MISSION. SOFTWARE FREEDOM CONSERVANCY 137 MONTAGUE STREET BROOKLYN NY 11201 412203632 501(C)(3) 85544 0 TO SUPPORT WORK TO FURTHER MISSION. FILIPINO AMERICAN NATIONAL HISTORICAL SOCIETY 810 18TH AVE STE 100 SEATLLE WA 98122 911295854 501(C)(3) 70000 0 TO SUPPORT WORK TO FURTHER MISSION. WIKITONGUES INC 175 PEARL STREET FLOORS 1-3 BROOKLYN NY 11201 471463955 501(C)(3) 54000 0 TO SUPPORT WORK TO FURTHER MISSION. CODE FOR SCIENCE AND SOCIETY INC 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 972145048 813791683 501(C)(3) 50000 0 TO SUPPORT WORK TO FURTHER MISSION. REGENTS OF THE UNIVERSITY OF COLORADO 3100 MARINE STREET RM 481 BOULDER CO 803090001 846000555 501(C)(3) 38457 0 TO SUPPORT WORK TO FURTHER MISSION. STATE OF MARYLAND - UNIVERSITY OF MARYLAND OFFICE OF RESEARCH ADMINISTRATIO 7809 REGENTS DRIVE 3112 LEE BUILDING COLLEGE PARK MD 207425141 526002033 GOVT 25876 0 TO SUPPORT WORK TO FURTHER MISSION. YALE UNIVERSITY 157 CHURCH STREET NEW HAVEN CT 06510 060646973 501(C)(3) 20000 0 TO SUPPORT WORK TO FURTHER MISSION. 17 0 TO SUPPORT WORK ON A PROJECT THAT WILL FURTHER THE MISSION. 3 30868 PART I, LINE 2: GRANTS TO ORGANIZATIONS: ORGANIZATIONS THAT HAVE MET EACH GRANT PROGRAM'S ELIGIBILITY CRITERIA ARE ELIGIBLE TO PARTICIPATE IN A PUBLIC APPLICATION PROCESS. TO DO SO, THEY SUBMIT A GRANT PROPOSAL THAT CONTAINS A DESCRIPTION OF THE MISSION-RELATED WORK THEY ARE PROPOSING, A BUDGET, A START DATE AND COMPLETION DATE OR DURATION OF THE GRANT PERIOD, AND A DESCRIPTION OF HOW THIS WORK WILL ACHIEVE THE WIKIMEDIA FOUNDATION'S MISSION OR THE WIKIMEDIA MOVEMENT STRATEGIC PRIORITIES. APPLICATIONS ARE REVIEWED AND AN INITIAL SCREENING IS PERFORMED. WHEN AN APPLICANT IS AWARDED A GRANT AND BECOMES A GRANTEE, THE GRANTEE COMPLETES ADDITIONAL SCREENING REQUIREMENTS AND SIGNS A GRANT AGREEMENT. THE AGREEMENT STIPULATES THAT THEY WILL USE GRANT FUNDS FOR CHARITABLE PURPOSES CONSISTENT WITH THE WIKIMEDIA FOUNDATION'S MISSION AND THE PURPOSES DESCRIBED IN THE GRANT PROPOSAL; THAT THEY AGREE TO THE REPORTING REQUIREMENTS, INCLUDING MAINTAINING RECEIPTS/DOCUMENTATION OF EXPENSES; THAT THEY AGREE TO PROCEDURES FOR NOTIFYING THE WIKIMEDIA FOUNDATION OF IMPORTANT CHANGES THAT MAY AFFECT THE GRANT; AND THAT THEY WILL RETURN ANY UNUSED GRANT FUNDS AFTER THE END OF THE GRANT'S TERM. ONCE EACH GRANT IS COMPLETE, THE GRANTEE WILL SUBMIT A NARRATIVE AND FINANCIAL REPORT OR SERIES OF REPORTS THAT DEMONSTRATE HOW THE GRANT FUNDS WERE SPENT AND DESCRIBE THE IMPACT OF THE WORK. TIDES FOUNDATION: THE FOUNDATION REMITTED PLANNED GIFTS TO THE WIKIMEDIA ENDOWMENT WHICH WAS HELD AT TIDES DURING THE FISCAL YEAR. GRANTS TO INDIVIDUALS: GRANTS TO INDIVIDUALS FOLLOW THE SAME PROCESS AS OTHER GRANTS UNLESS THEY ARE TRAVEL SCHOLARSHIPS. INDIVIDUALS APPLY FOR TRAVEL SCHOLARSHIPS (PRIMARILY TO ATTEND THE ANNUAL CONFERENCE, WIKIMANIA) AND APPLICATIONS ARE REVIEWED AND EITHER ACCEPTED OR DENIED. IN MOST CASES, TRAVEL IS THEN ARRANGED FOR THE INDIVIDUAL AND PAID FOR BY THE WIKIMEDIA FOUNDATION. IN VERY LIMITED CASES, INDIVIDUALS BOOK TRAVEL THEMSELVES AND PROVIDE RECEIPTS TO THE FOUNDATION WHICH THEN REIMBURSES THEM BASED ON THE RECEIPTS. ADDITIONALLY, THE FOUNDATION ALSO REIMBURSES FOR OTHER RELATED TRAVEL EXPENSES SUCH AS VISA APPLICATION COSTS AND INCIDENTALS LIKE MEALS AND AIRPORT TRANSFERS. METHOD OF ACCOUNTING: THE GRANTS AND EXPENDITURES REPORTED IN SCHEDULE F WERE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. X X X X X 1 0 0 0 0 0 0 0 0 MARYANA ISKANDER CHIEF EXECUTIVE OFFICER 452191 0 0 0 59988 0 12200 0 10089 0 534468 0 0 0 JAIME VILLAGOMEZ CFO & TREASURER 361177 0 0 0 13636 0 7700 0 35527 0 418040 0 0 0 LISA SEITZ CHIEF ADV OFFICER & DEP TO CEO 351720 0 0 0 12537 0 12200 0 35527 0 411984 0 0 0 AMANDA KETON GEN COUNSEL & SEC (THRU 02/23) 367511 0 0 0 8851 0 9293 0 26027 0 411682 0 0 0 ROBYN ARVILLE CHIEF T&C OFFICER 85321 0 0 0 288371 0 4237 0 6271 0 384200 0 0 0 ZDENKO VRANDECIC HEAD OF SPECIAL PROJECTS 310225 0 0 0 2740 0 1551 0 33804 0 348320 0 0 0 TAJH TAYLOR VP OF DATA SCIENCE & ENGIN 279175 0 26000 0 6194 0 7959 0 27929 0 347257 0 0 0 CAROL DUNN VP OF PROD MGMT (THRU 09/22) 173549 0 0 0 116590 0 7889 0 19775 0 317803 0 0 0 REBECCA MACKINNON VP OF GLOBAL ADVOCACY 271323 0 0 0 4895 0 11038 0 23035 0 310291 0 0 0 MARGARET NOVOTNY VP OF PRODUCT DESIGN (THRU 08/23) 259838 0 0 0 6945 0 6954 0 35527 0 309264 0 0 0 STEPHEN LAPORTE GENERAL COUNSEL & SECRETARY 226981 0 0 0 3160 0 6479 0 12892 0 249512 0 0 0 SELENA DECKELMANN CPTO (BEG 08/22) 172000 0 0 0 1623 0 0 0 11636 0 185259 0 0 0 ANTHONY NEGRIN CHIEF PRODUCT OFFICER 0 0 0 0 111383 0 0 0 0 0 111383 0 0 0 PART I, LINE 4A SEVERANCE THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE DURING CALENDAR YEAR 2022: ROBYN ARVILLE $248,228 CAROL DUNN $94,738 ANTHONY NEGRIN $111,383 THE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(III). X 165 770007 FMV AT TIME OF DONATION 0 0 1 0 FORM 990, PART III, LINE 4A WEBSITES: OUR CORE FUNCTIONS INCLUDE SUPPORT FOR WIKIPEDIA.ORG AND THE OTHER WIKIMEDIA WEBSITES, WHICH TOGETHER ARE ONE OF THE WORLD'S MOST POPULAR WEB PLATFORMS, AND THE WORLD'S LARGEST COLLABORATIVE FREE KNOWLEDGE PROJECT. THE WIKIMEDIA FOUNDATION PROVIDES THE SERVERS AND ELECTRICITY NEEDED TO KEEP THE WEBSITES RUNNING, ALONG WITH DEDICATED TECHNICAL RESOURCES TO BUILD, IMPROVE, AND MAINTAIN THE TECHNICAL INFRASTRUCTURE OF WIKIMEDIA PROJECTS. THESE ONGOING ENGINEERING EFFORTS AND PRODUCT IMPROVEMENTS REQUIRE RESEARCH AND DESIGN WORK, AS WELL AS LEGAL SUPPORT. ALL OF THIS ALLOWS FOR THE BEST EXPERIENCE FOR OUR READERS AND VOLUNTEER COMMUNITY, ENSURING USERS CONTINUE TO ACCESS, CONTRIBUTE TO AND GROW THE WORLD'S LARGEST ONLINE FREE KNOWLEDGE RESOURCE. IN ADDITION TO OUR TWO MAIN DATA CENTERS AND FOUR CACHING DATA CENTERS, WE MAINTAIN THE SOFTWARE AND INFRASTRUCTURE ON WHICH WE OPERATE SOME OF THE WORLD'S MOST MULTILINGUAL SITES WITH OVER 950 SEPARATE WIKI INSTANCES AND OVER 3,350 COMMUNITY-CONTRIBUTED TOOLS, MANY OF WHICH ARE ESSENTIAL TO MAINTAINING THE CONTENT AND QUALITY OF WIKIPEDIA, AS WELL AS SEVEN MOBILE APPLICATIONS. WIKIPEDIA AND THE OTHER PROJECTS OPERATED BY THE WIKIMEDIA FOUNDATION RECEIVE MORE THAN 18.2 BILLION PAGEVIEWS PER MONTH. WIKIPEDIA IS AVAILABLE IN MORE THAN 321 LANGUAGES AND CONTAINS MORE THAN 61 MILLION ARTICLES CONTRIBUTED BY A GLOBAL VOLUNTEER COMMUNITY. FORM 990, PART III, LINE 4B COMMUNITIES: THE WIKIMEDIA FOUNDATION GRANTMAKING AND PROGRAM ACTIVITIES FOCUS ON GROWING WIKIPEDIA IN VARIOUS REGIONS AROUND THE WORLD AND EXPANDING DIVERSITY WITHIN THE CONTRIBUTOR BASE. THESE PROGRAMS AND EFFORTS DIRECTLY SUPPORT CONTRIBUTORS THROUGH GRANTS FOR PROJECTS, PROGRAMS, AND CAMPAIGNS BY INDIVIDUALS AND ORGANIZATIONS. IN FISCAL YEAR 2022-2023, WE INCREASED OUR GRANTMAKING SPEND BY $5.4 MILLION, WITH THE FASTEST GROWTH HAPPENING IN LATIN AMERICA AND THE CARIBBEAN, SUB-SAHARAN AFRICA, AND EAST, SOUTHEAST ASIA, AND THE PACIFIC. TOGETHER THESE THREE REGIONS RECEIVED 43% OF ALL FUNDING IN THE FISCAL YEAR, UP FROM 28% IN FISCAL YEAR 2020-2021. THE GRANTMAKING AND PROGRAM ACTIVITIES TEAMS ALSO STRIVE TO FURTHER THE MISSIONS OF WIKIMEDIA, SUCH AS OPEN ACCESS AND EDUCATION, THROUGH ACTIVITIES LIKE VOLUNTEER SUPPORT, ENGAGEMENT PROGRAMS, PARTNERSHIPS, EVALUATION, RESEARCH, AND COMMUNICATIONS. BECAUSE OPENNESS AND INCLUSIVITY ARE KEY TO THE SUCCESS OF THE WIKIMEDIA PROJECTS, GRANTMAKING AND PROGRAM ACTIVITIES AIM TO BROADEN THE DIVERSITY OF VOICES AND EXPAND THE REACH OF OUR PROJECTS TO DIVERSE INDIVIDUALS AND GROUPS AROUND THE WORLD. FORM 990, PART VI FORM 990, PART VI, SECTION A, LINE 7A: THE BOARD CONSISTS OF AT LEAST NINE AND UP TO SIXTEEN TRUSTEES. UP TO EIGHT SEATS ARE SELECTED BY THE WIKIMEDIA COMMUNITY, ONE SEAT IS RESERVED FOR JIMMY WALES AS THE COMMUNITY FOUNDER, AND UP TO SEVEN SEATS ARE SELECTED BY THE BOARD FOR SPECIFIC EXPERTISE. AS WITH ALL BOARD SEATS, THE BOARD MUST INDEPENDENTLY APPOINT THE CANDIDATES FOR THE COMMUNITY- AND AFFILIATE-SELECTED SEATS. THE BOARD ALSO APPOINTS NON-TRUSTEE OFFICERS: A CHIEF EXECUTIVE OFFICER, A TREASURER, AND SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B THE FIRST DRAFT OF THE 990 WAS DEVELOPED BY AN EXTERNAL ACCOUNTING FIRM UNDER THE DIRECTION OF THE CONTROLLER WITH ADDITIONAL GUIDANCE FROM THE CHIEF FINANCIAL OFFICER (CFO). IT WAS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE CFO AND THEN BY THE CHIEF EXECUTIVE OFFICER (CEO). THEN A MEETING OF THE AUDIT COMMITTEE WAS HELD AT WHICH THE CFO AND EXTERNAL ACCOUNTING FIRM WALKED THROUGH THE DRAFT IN DETAIL FOR THE AUDIT COMMITTEE'S APPROVAL. THE FOUNDATION PROVIDED THE MEMBERS OF THE GOVERNING BODY 7 DAYS NOTICE TO REVIEW THE COMPLETE COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS, OFFICERS, EXECUTIVES, AND KEY EMPLOYEES (COVERED PERSONS) COMPLETE ANNUALLY A CONFLICT OF INTEREST STATEMENT THE PURPOSE OF WHICH IS TO IDENTIFY ANY PERSONAL, FAMILY AND/OR BUSINESS RELATIONSHIPS AND/OR TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT. THE FILED CONFLICT OF INTEREST FORMS ARE SUBMITTED TO AND REVIEWED BY THE GENERAL COUNSEL AND ONLY REVIEWED BY THE BOARD IF NEEDED. ADDITIONALLY, COVERED PERSONS COMPLETE ANNUALLY A PLEDGE OF PERSONAL COMMITMENT THAT AFFIRMS THAT THE INDIVIDUAL IS IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND THAT THE INDIVIDUAL WILL PROMPTLY NOTIFY THE EXECUTIVE DIRECTOR AND THE BOARD CHAIR WHEN A CONFLICT OR POTENTIAL CONFLICT ARISES. FURTHERMORE, IN THE CASE OF A CONFLICT, THE INDIVIDUAL AGREES TO REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE FOUNDATION TO ENTER THE TRANSACTION AND MUST PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM ANY FURTHER DISCUSSIONS OTHER THAN TO ANSWER QUESTIONS ABOUT THE TRANSACTION. IN THE CASE OF POTENTIAL CONFLICT, THE REMAINING BOARD MEMBERS REVIEW THE POTENTIAL TRANSACTION TO DETERMINE WHETHER SAID TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND LEGAL COUNSEL IS CONSULTED AS NECESSARY TO ENSURE THAT SUCH A TRANSACTION WOULD NOT CONSTITUTE AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE WIKIMEDIA FOUNDATION TALENT & CULTURE COMMITTEE, A BOARD COMMITTEE, IS RESPONSIBLE FOR RECOMMENDING THE COMPENSATION OF THE CEO AND ASSISTING THE BOARD IN PERFORMING ANNUAL REVIEW OF THE COMPENSATION OF THE CEO AND OFFICERS, DIRECTORS AND KEY EMPLOYEES. FOR 2022 COMPENSATION, THE BOARD OF TRUSTEES REVIEWED THE PROPOSED COMPENSATION OF THE CEO AND MADE A DECISION BASED ON COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS. THE BOARD OF TRUSTEES DELIBERATIONS AND DECISION WERE CONTEMPORANEOUSLY DOCUMENTED, INCLUDING WHO ATTENDED AND VOTED AND A DESCRIPTION OF THE COMPARABLE DOCUMENTATION USED AND HOW IT WAS OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S WEBSITE INCLUDES LINKS TO ITS GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND ITS AUDITED FINANCIAL STATEMENTS. HTTPS://FOUNDATION.WIKIMEDIA.ORG/WIKI/LEGAL:BYLAWS HTTPS://FOUNDATION.WIKIMEDIA.ORG/WIKI/POLICY:CONFLICT_OF_INTEREST_POLICY FORM 990, PART XI, LINE 9: RETURN OF UNUSED GRANTS 273,983. WIKIMEDIA LLC 1209 ORANGE STREET WILMINGTON DE 19801 873824318 CHARITABLE DE 3220000 0 WIKIMEDIA FOUNDATION INC