2024-11-15T15:17:03-06:00 2023-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1200 COSTA MESA CA 926261924 990 2023-01-01 200097189 MOZILLA FOUNDATION MOZI 6509030800 149 NEW MONTGOMERY STREET 4TH FLOO SAN FRANCISCO CA 94105 MARK SURMAN PRESIDENT 6509030800 2024-11-15 1 0 JOHN W SADOFF JR P00540589 7144367100 2023 2024-10-15 13:58:12Z MARK SURMAN 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 64660933 0 X WWW.MOZILLA.ORG X 2003 CA PROTECT AND IMPROVE THE INTERNET AS A PUBLIC RESOURCE, OPEN AND ACCESSIBLE TO ALL 10 8 66 10000 2235568 1596993 9075862 7821194 19762179 19254387 20901472 37574982 8328 10370 49747841 64660933 2732038 5981253 0 0 14059118 17097933 0 0 2933288 13499404 16766098 30290560 39845284 19457281 24815649 95584687 124157331 6220245 6199575 89364442 117957756 X MOZILLA FOUNDATION WORKS WITH A BROAD MOVEMENT OF PEOPLE, PROJECTS, AND ORGANIZATIONS TO PROTECT & IMPROVE THE INTERNET AS A PUBLIC RESOURCE. WE STRIVE TO KEEP THE INTERNET OPEN AND ACCESSIBLE TO ALL, AND TO PROMOTE MORE TRUSTWORTHY TOOLS, INNOVATION, & PRACTICES ONLINE. 0 0 2620738 81000 0 AGENDA SETTING MOZILLA RESEARCHES ISSUES AT THE INTERSECTION OF TECHNOLOGY AND SOCIETY AND THEN PROPELS THEM INTO THE PUBLIC CONVERSATION. IN 2023, MOZILLA PROVIDED RESEARCH, COMMENTARY, AND ANALYSIS ON TOPICS LIKE EMERGING AI PUBLIC POLICY, THE IMPACTS OF AI TRAINING DATA, IDENTIFYING SYNTHETIC CONTENT, PROTECTING CONSUMER PRIVACY, AND UPHOLDING ONLINE INFORMATION INTEGRITY ON MAJOR PLATFORMS. 6145417 0 0 MOVEMENT BUILDING MOZILLA FUELS THE MOVEMENT FOR A BETTER INTERNET, BUILDING BRIDGES BETWEEN DIGITAL RIGHTS ACTIVISTS, CLIMATE JUSTICE CAMPAIGNERS, OPEN-SOURCE CHAMPIONS, AND OTHER DIVERSE COMMUNITIES. IN 2023, MOZILLA LAUNCHED ITS 'PRIVACY FOR ALL' CAMPAIGN, PUBLISHED A RANGE OF PETITIONS AND OPEN LETTERS ABOUT PLATFORM TRANSPARENCY, AND HELD SIGNATURE MOZFEST CONVENINGS. 17223279 5900253 0 LEADERSHIP DEVELOPMENT MOZILLA'S GRANTMAKING SUPPORTS PEOPLE AND PROJECTS MAKING AI MORE TRUSTWORTHY AND THE INTERNET HEALTHIER. IN 2023, MOZILLA WELCOMED SEVERAL NEW FELLOWS AND AWARDEES WORKING AT THE INTERSECTION OF AI AND CLIMATE JUSTICE, PUBLIC POLICY, ETHICS, ART, AND A RANGE OF OTHER TOPICS. 0 0 18639553 THE ORGANIZATION RECEIVED $18,639,553 ROYALTY AS A RETURN ON PREVIOUS YEAR PROGRAM RELATED INVESTMENTS USING ITS ASSETS AND INTELLECTUAL PROPERTY TO SUPPORT AND ENABLE SOFTWARE THAT PROTECTS PUBLIC ACCESS TO FUNDAMENTAL INTERNET TECHNOLOGIES LIKE WEB BROWSING AND EMAIL. THIS REVENUE HELPED FINANCE THE ORGANIZATION'S OTHER CHARITABLE ACTIVITIES AND INVESTMENTS. 0 0 18639553 25989434 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 64 0 1 66 1 1 1 1 AS CA CH FR GM JA LU NZ SP UK 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV X X ANGELA PLOHMAN 6509030800 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 AMY KEATING DIRECTOR (BEG 03/23) 1.00 0.00 X 10417 0 0 BRIAN BEHLENDORF DIRECTOR 1.00 0.00 X 40000 0 0 HELEN TURVEY DIRECTOR 1.00 0.00 X 93537 0 0 NAVRINA SINGH DIRECTOR (END 05/23) 1.00 0.00 X 37083 0 0 NICOLE WONG DIRECTOR 1.00 0.00 X 40000 0 0 WAMBUI KINYA DIRECTOR (END 05/23) 1.00 0.00 X 37083 0 0 MITCHELL BAKER CHAIR PAID ONLY BY A RELATED FOR-PROFIT 1.00 40.00 X 0 6223660 36412 MARK SURMAN PRESIDENT & EXECUTIVE DIRECTOR 40.00 0.00 X X 661886 0 53257 ALONDRA NELSON DIRECTOR (BEG 11/23) 1.00 0.00 X 0 0 0 EDWIN MACHARIA DIRECTOR (BEG 11/23) 1.00 0.00 X 0 0 0 RAFFI KRIKORIAN DIRECTOR (BEG 11/23) 1.00 0.00 X 0 0 0 ZAIN HABBOO DIRECTOR (BEG 11/23) 1.00 0.00 X 0 0 0 ANGELA PLOHMAN COO, SECRETARY & TREASURER 40.00 0.00 X 415549 0 36685 ASHLEY BOYD SVP, GLOBAL ADVOCACY 40.00 0.00 X 368445 0 59256 J BOB ALOTTA SVP, GLOBAL PROGRAMS 40.00 0.00 X 417327 0 90811 DAVID WALKER SENIOR COUNSEL 40.00 0.00 X 219117 0 49448 JUAN BARANI SENIOR DIRECTOR, GIFT PLANNING 40.00 0.00 X 230372 0 32507 LAINIE DECOURSY DIRECTOR, ORG EFFECTIVENESS 40.00 0.00 X 200137 0 66891 STEPHANIE WRIGHT SR PROGRAM MANAGER, MOZFEST 40.00 0.00 X 166782 0 70003 ZHILUN PANG DIRECTOR OF FINANCE 40.00 0.00 X 211613 0 61456 3149348 6223660 556726 61 0 1 0 MAUVE CORPORATE SYSTEMS BLAKE HOUSE 18 BLAKE ST YORK ENGLAND UK YO1 8QG CONTRACT EMPLOYEES 1740143 MISSION NORTH INC 45 MAIN ST STE 718 BROOKLYN NY 11201 CONTRACT SERVICES 827985 RUSSELL REYNOLDS ASSOC CO 123 FRONT ST WEST TORONTO CA CONTRACT SERVICES 624700 TOURCHBOX LIMITED SOUTHHILL BUSINESS PARK UNIT 9 OXFORDSHIRE ENGLAND UK OX7 3EW CONTRACT SERVICES 401171 PACIFIC CONTENT COMPANY INC 1 MOUNT PLEASANT RD 5TH FL TORONTO ONTARIO CA M4Y 2Y5 CONTRACT SERVICES 335000 18 600000 7221194 7821194 LICENSING ROYALTIES 900099 18639553 2235568 16403985 SERVICE AGREEMENT 900099 614834 614834 19254387 37574982 37574982 FOREIGN EXCHANGE GAIN 900099 10370 10370 10370 64660933 0 2235568 54604171 3789980 3789980 98270 98270 2093003 2093003 3287433 1923920 977600 385913 10106669 5617033 3303211 1186425 907171 509367 292522 105282 1657072 971281 497636 188155 1139588 688518 331474 119596 9513680 6227549 2822016 464115 329907 11598 318309 507959 1667 506292 191771 191771 1259558 1110947 4162 144449 110287 37883 63306 9098 657084 373166 207619 76299 71953 40863 22735 8355 1588439 870965 564840 152634 1897283 1256587 624052 16644 9791 9791 FEDERAL AND STATE TAX 570404 332709 168104 69591 BAD DEBT 57982 34128 17122 6732 39845284 25989434 10922562 2933288 180033 30340 17543680 16208965 3603844 2925500 5651148 7075927 222153 339091 6531 6531 0 0 50695426 50837710 8020039 37071434 8668364 8668364 1000000 1000000 95584687 124157331 3898741 4650790 723300 0 1598204 1548785 6220245 6199575 X 80713236 109306550 8651206 8651206 89364442 117957756 95584687 124157331 24815649 3777665 0 X 0 1 X 1 0 X 11713240 9564873 9931949 9075862 7821194 48107118 11713240 9564873 9931949 9075862 7821194 48107118 6693861 41413257 659885 457113 532734 20900277 41352647 63902656 462 596068 1642233 2233203 2235568 6707534 44513 44513 118761821 84893913 0.34870 0.53520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 44,513. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 195 1 3416 1 4449 1 183 1 3943 0 1 12157 24343 0 PART II-B, LINE 1: IN 2023, MOZILLA MET WITH POLICYMAKERS AND REGULATORS IN THE UNITED STATES, EUROPEAN UNION AND UK TO DISCUSS PROPOSED LAWS AND POLICIES AIMED AT COMPREHENSIVELY REGULATING AI SYSTEMS, INCLUDING OPEN SOURCE DEVELOPMENT. THE FOUNDATION ALSO CONTINUED TO ENGAGE WITH POLICYMAKERS AND REGULATORS IN THE EU, UK AND U.S. ON ISSUES AROUND ONLINE PRIVACY, AS WELL AS PLATFORM TRANSPARENCY, ACCOUNTABILITY AND CONTENT MODERATION. MOZILLA ALSO ENGAGED WITH CIVIL SOCIETY GROUPS THROUGHOUT THE YEAR ON ALL OF THESE ISSUES. 6531 6531 0 0 OTHER SECURITIES AND HEDGE FUNDS 37071434 F 37071434 INVESTMENT IN MOZILLA CORP, MZLA TECH CORP, AND MZL.AI 8668364 C 8668364 PAYABLE TO SUBSIDIARIES 1548785 1548785 X PART X, LINE 2: THE FOUNDATION QUALIFIES AS A PUBLIC BENEFIT CHARITABLE ORGANIZATION EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION PROVIDES FOR TAX, IF ANY, ON UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, NO PORTION OF AN UNCERTAIN TAX POSITION WILL BE RECOGNIZED IF THE POSITION HAS LESS THAN A 50% LIKELIHOOD OF BEING SUSTAINED UPON AUDIT BY THE RELEVANT TAXING AUTHORITY. ALSO, INTEREST EXPENSE, IF ANY, IS RECOGNIZED ON THE FULL AMOUNT OF DEFERRED BENEFITS FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS REPORTED SOME UNRECOGNIZED TAX BENEFITS, BUT THOSE BENEFITS ALL RESULTED FROM TAX POSITIONS TAKEN BY OTHER ENTITIES IN THE GROUP, NOT THE FOUNDATION. 1 EUROPE (INCLUDING ICELAND AND GREENLAND) 2 148 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS, MGMT., OPS, EVENTS, EMPLOYEES 5437019 NORTH AMERICA 2 78 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS, MGMT., OPS, EVENTS, EMPLOYEES 8656622 EAST ASIA AND THE PACIFIC 0 8 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS AND CONSULTANTS 46951 MIDDLE EAST AND N AFRICA 0 4 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS AND CONSULTANTS 25000 SOUTH AMERICA 0 13 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS AND CONSULTANTS 18657 SOUTH ASIA 0 25 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS AND CONSULTANTS 345968 SUB-SAHARAN AFRICA 0 82 PROGRAM GRANTS AND STIPENDS TO RECIPIENTS AND CONSULTANTS 1107099 4 358 0 0 4 358 15637316 0 15637316 EUROPE PROJECT SUPPORT FOR THE EUROPEAN AI FUND. 300000 WIRE 0 EUROPE PROJECT SUPPORT FOR ARIADNE DIGITAL RIGHTS CONVENING. 165583 WIRE 0 SOUTH ASIA GENERAL OPERATING SUPPORT FOR A SOUTH ASIAN FOREIGN EQUIVALENT NONPROFIT RESEARCH INSTITUTE FOCUSING ON DIGITAL ACCESSIBILITY FOR PEOPLE WITH DISABILITIES, ACCESS TO KNOWLEDGE, AND OPENNESS. 112500 WIRE 0 EUROPE PROJECT SUPPORT FOR OONI RUN IMPROVEMENTS. 55330 WIRE 0 EUROPE PROJECT SUPPORT FOR CALCULATING CARBON FOOTPRINT OF CODING. 50000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR DEVELOPING POLLUTION LEVEL ESTIMATES. 50000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR MYCANDIDATE, A NONPARTISAN EDUCATIONAL APP PROVIDING CITIZENS IN SOUTH AFRICA AND OTHER AFRICAN NATIONS RELIABLE PRE AND POST ELECTION RELATED INFORMATION 50000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT ON ENVIRONMENTAL IMPACT OF NUCLEAR REACTOR. 50000 WIRE 0 EUROPE GENERAL OPERATING SUPPORT FOR DIGITAL JUSTICE AND HUMAN RIGHTS PROJECT WEAVING LIBERATION, A PROJECT OF STICHTING DIGITAL FREEDOM FUND, AN ORGANIZATION WITH A FOREIGN EQUIVALENCY DETERMINATION. 50000 WIRE 0 SOUTH AMERICA PROJECT SUPPORT FOR OPEN SOURCE APPLICATION FOR AIR QUALITY INFO. 50000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR MASAKHANE COMMUNITY RESEARCH AND ENGAGEMENT. 50000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR RESEARCH ON ADOPTION OF AI IN SOUTHERN AFRICA. 40166 BANK TRANSFER 0 EUROPE PROJECT SUPPORT ON DISCOURSE AROUND AI SAFETY. 31000 WIRE 0 EUROPE PROJECT SUPPORT FOR THE GREEN SCREEN COALITION AND CATALYST FUND. 28800 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EAST ASIA PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING CURRICULUM. 25000 WIRE 0 EUROPE SPONSORSHIP FOR THE DEEP LEARNING INDABA CONVENING. 20000 WIRE 0 NORTH AMERICA PROJECT SUPPORT FOR NOSOMOSEXPEDIENTES.MX, FOR MISSING PERSONS. 15000 WIRE 0 SUB-SAHARAN AFRICA TO PROMOTE AFRICAN QUEER YOUTH INCLUSION IN DIGITAL/TECH DISCOURSE. 15000 BANK TRANSFER 0 SUB-SAHARAN AFRICA SPONSORSHIP FOR THE 2023 AFRICA MEDIA FESTIVAL. 15000 BANK TRANSFER 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR FREE DIGITAL SECURITY EDUCATION AND TRAINING. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR AI WORKSHOP, ROUND TABLE, AND FOLLOW-UP WORK. 15000 WIRE 0 SOUTH AMERICA AMAZONIAN CONNECTION: TECHNOLOGICAL AND INFORMATIONAL CARTOGRAPHIES. 15000 WIRE 0 SUB-SAHARAN AFRICA SUPPORT FOR DZATA: THE INSTITUTE OF TECHNOLOGICAL CONSCIOUSNESS. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO DEVELOP PUBLIC HEALTH APPLICATION AND SUPPORTS. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR DIGITAL ACTIVISM TRAINING FOR YOUNG FEMINISTS. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR MASHINANI DIGITAL SAFETY AND WELLBEING TRAINING. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT TO IMPLEMENT DIGITAL RESILIENCE TRAINING FOR WOMEN. 15000 BANK TRANSFER 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR DIGITAL LITERACY AND EDUCATIONAL ACCESS. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT FOR DIGITAL SAFETY AND SECURITY TRAININGS. 15000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT OF RESEARCH OF ALGORITHMS ON LGBTQ ORGANIZING. 10000 WIRE 0 SUB-SAHARAN AFRICA RESEARCH ON ACCESS OF AI TECHNOLOGIES AND GENDER BASED VIOLENCE. 10000 WIRE 0 SUB-SAHARAN AFRICA PROJECT SUPPORT OF RESEARCH ON IMPACTS OF AI ON CREATIVE COMMUNITY. 9565 WIRE 0 SUB-SAHARAN AFRICA RESEARCH ON THE IMPACT OF AI ON INCLUSIVE EMPLOYMENT FOR THOSE WITH DISABILITIES. 7200 WIRE 0 31 16 CREATIVE MEDIA AWARD EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 2 50370 ELECTRONIC FUND/WIRE TRANSFER FELLOWSHIPS SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 8 173428 ELECTRONIC FUND/WIRE TRANSFER MOZILLA TECHNOLOGY FUND MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 25000 ELECTRONIC FUND/WIRE TRANSFER PROJECT SUPPORT EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 2 24500 ELECTRONIC FUND/WIRE TRANSFER CREATIVE MEDIA AWARD NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 21585 ELECTRONIC FUND/WIRE TRANSFER PROJECT SUPPORT NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 2 26000 ELECTRONIC FUND/WIRE TRANSFER CREATIVE MEDIA AWARD SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 20000 ELECTRONIC FUND/WIRE TRANSFER PROJECT SUPPORT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 15000 ELECTRONIC FUND/WIRE TRANSFER AFRICA MRADI RESEARCH SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 3 26977 ELECTRONIC FUND/WIRE TRANSFER 1 0 1 0 0 0 PART I, LINE 2: WE MAINTAIN INFORMATION ON GRANTS, INCLUDING SUPPORTING DOCUMENTATION SUCH AS GRANT PROPOSALS, SIGNED AGREEMENTS, REPORTS FROM GRANTEES, ETC. FOR FELLOWSHIP GRANTEES, GRANTS ARE MADE PURSUANT TO AGREEMENTS WITH THE FELLOWS AND/OR HOST INSTITUTIONS TO ENSURE THAT THE FELLOWSHIP RECIPIENTS WILL BE PURSUING A DEFINED RESEARCH PROGRAM THAT WILL AID THE DEVELOPMENT OF THE FELLOWSHIP RECIPIENT AS WELL AS ADVANCING RESEARCH IN AREAS MATCHING MOZILLA'S EXEMPT PURPOSES. IN OTHER CASES, WE ENTER INTO APPROPRIATE CONTRACTUAL AGREEMENTS WITH INDIVIDUAL OR CORPORATE GRANTEES REQUIRING THEM TO ACCOMPLISH CHARITABLE WORK OF DIRECT BENEFIT TO THE PUBLIC AND SPECIFICALLY DESCRIBED IN A STATEMENT OF WORK. FOR GRANTS TO NON-U.S. ORGANIZATIONS, WE GENERALLY USE A GRANT AGREEMENT THAT RESTRICTS THE USE OF THE FUNDS TO SPECIFIC CHARITABLE PROJECTS AND INCLUDES REQUIREMENTS FOR RECORDKEEPING AND REPORTING ON THE USE OF FUNDS. IF WE WISH TO PROVIDE GENERAL UNRESTRICTED SUPPORT, WE DO SO ONLY AFTER DETERMINING THAT THE GRANTEE QUALIFIES AS THE EQUIVALENT OF A U.S. SECTION 501(C)(3) ORGANIZATION, TYPICALLY BY RELYING ON THE ADVICE OF A QUALIFIED TAX PRACTITIONER SUCH AS THAT PROVIDED BY NGOSOURCE.ORG. THE GRANT AGREEMENTS WE USE INCLUDE REQUIREMENTS FOR THE GRANTEE TO REPORT ON USE OF THE FUNDS. PART I, LINE 3: THE METHOD USED TO ACCOUNT FOR EXPENDITURES: ACCRUAL 1 ADELPHI UNIVERSITY 1 SOUTH AVENUE LEVERMORE HALL 201 GARDEN CITY NY 11530 111630741 501(C)(3) 150000 0 PROJECT SUPPORT FOR INTEGRATING RESPONSIBLE COMPUTING AND ETHICS. APC THE ASSOCIATION FOR PROGRESSIVE COMMUNICATIONS 1013 TORNEY AVENUE FIRST FLOOR SAN FRANCISCO CA 94129 943287156 501(C)(3) 25000 0 PROJECT SUPPORT FOR AFRICAN SCHOOL ON INTERNET GOVERNANCE. BUCKNELL UNIVERSITY 1 DENT DRIVE FINANCE OFFICE LEWISBURG PA 17837 240772407 501(C)(3) 150000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. CARNEGIE MELLON UNIVERSITY SMC 5467 PITTSBURGH PA 15289 250969449 501(C)(3) 50000 0 PROJECT SUPPORT FOR BUILDING, MAINTAINING & ADDING FEATURES TO ZENO. CHANGING EXPECTATIONS PO BOX 1965 ROUND ROC TX 78680 203122281 501(C)(3) 15000 0 PROJECT SUPPORT FOR THE CLOSING THE AI EDUCATION GAP INITIATIVE. CODE FOR SCIENCE AND SOCIETY INC 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 972145048 813791683 501(C)(3) 50000 0 PROJECT SUPPORT FOR REAL ML. COLBY COLLEGE 1255 S RANGE AVE COLBY KS 67701 486119870 501(C)(3) 49991 0 PROJECT SUPPORT FOR THE COMPUTING ETHICS NARRATIVES REPOSITORY. CREATIVE COMMONS CORPORATION PO BOX 1866 MOUNTAIN VIEW CA 94042 043585301 501(C)(3) 15000 0 SPONSORSHIP FOR 2023 CREATIVE COMMONS GLOBAL SUMMIT. DATAKIND INC 271 CADMAN PLZ E UNIT 24554 BROOKLYN NY 112028332 464082076 501(C)(3) 100000 0 PROJECT SUPPORT FOR INTERACTIVE DATA TOOL ON BROADBAND INEQUALITIES. DONDO LLC 651 N BROAD ST - SUITE 201 MIDDLETOWN DE 19709 922112293 15000 0 PROVIDE GRANTS TO THE FEMINIST TECH ECOSYSTEM. EQUIP MOZAMBIQUE PO BOX 1085 ROLLA MO 65402 465226278 501(C)(3) 15000 0 PROJECT SUPPORT FOR LANGUAGE TECHNOLOGY ACCESS RESEARCH. HOWARD UNIVERSITY 2400 6TH ST NW WASHINGTON DC 20059 530204707 501(C)(3) 150000 0 PROJECT SUPPORT TO IMPROVE AND EXPAND JURIS APP EDUCATIONAL CONTENT. LESBIANS WHO TECH & ALLIES 89 SOUTH ST NEW YORK NY 10038 274530493 25000 0 SPONSORSHIP SUPPORT FOR THE 2023 WOMEN'S CONVENTION. LUCY PARSONS LABS 1055 W BRYN MAWR AVE STE F131 CHICAGO IL 60660 813046769 501(C)(3) 15000 0 PROJECT SUPPORT ON EXPOSURE OF SURVEILLANCE SYSTEMS IN SCHOOLS. MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE NE49-31 CAMBRIDGE MA 02139 043177556 501(C)(3) 50000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. MICHIGAN STATE UNIVERSITY 325 E GRAND RIVER AVENUE SUITE 275 EAST LANSING MI 48823 237326030 501(C)(3) 150000 0 EVENT SPONSORSHIP FOR SAN FRANCISCO SUMMIT. NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 205806345 501(C)(3) 250000 0 PHILANTHROPIC COLLAB TO ADVANCE PUBLIC INTEREST IN DIGITAL AGE. NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 150000 0 PROJECT SUPPORT FOR DEVELOPMENT OF TENANT SCREENING AUDIT TOOL. OPEN COLLECTIVE FOUNDATION 440 N BARRANCA AVENUE 3717 COVINA CA 91723 814004928 501(C)(3) 14989 0 PROJECT SUPPORT FOR THE OPENSCAPES PATHWAYS TO OPEN SCIENCE PROGRAM. PLAYERS PHILANTHROPY FUND 1122 KENILWORTH DR STE 201 TOWSON MD 21204 276601178 501(C)(3) 50000 0 PROJECT SUPPORT TO INTEGRATE ETHICS AND RESPONSIBLE COMPUTING. PRAIRIE VIEW A&M UNIVERSITY 124 UNIVERSITY DR HEMPSTEAD TX 77445 752121158 501(C)(3) 150000 0 PROJECT SUPPORT FOR INTEGRATING RESPONSIBLE COMPUTING AND ETHICS. REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVE RM 120 BERKELEY CA 94720 946002123 501(C)(3) 150000 0 PROJECT SUPPORT FOR THE AI INCIDENT DATABASE. REGENTS OF THE UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 150000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. REGENTS OF UNIVERSITY OF COLORADO 1800 N GRANT ST STE 200 DENVER CO 80203 846000555 501(C)(3) 50000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. SAMESAME INC 3647 BROADWAY APT 2H NEW YORK CITY NY 10031 352723295 501(C)(3) 15000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. SAN JOSE STATE UNIVERSITY 210 N 4TH ST STE 400 SAN JOSE CA 95112 946017638 501(C)(3) 150000 0 PROJECT SUPPORT FOR GIGBOX RESEARCH. SIVIO INSTITUTE 7550 FREDERICK PIKE DAYTON OH 45414 843048661 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT. STILLMAN COLLEGE 3601 STILLMAN BLVD TUSCALOOSA AL 35401 630315935 501(C)(3) 150000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. THE DATA NUTRITION PROJECT INC 25 DUNCAN AVE STE 213 JERSEY CITY NJ 07304 842225081 501(C)(3) 25000 0 PROJECT SUPPORT FOR EXPANDING THE FINANCIAL INCLUSION INDEX. THE EARTH GENOME 121 PEPPER DR LOS ALTOS CA 94022 472935807 501(C)(3) 50000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. THE PROCESSING FOUNDATION INC 400 JAY ST BROOKLYN NY 11201 460830259 501(C)(3) 15000 0 PROJECT SUPPORT FOR CONVENING ON DATA AUDITING FOR HEALTHY AI. THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK ON BEHALF OF T 353 BROADWAY ALBANY NY 12246 166053710 501(C)(3) 150000 0 PROJECT SUPPORT FOR THE AMAZON MINING WATCH. TIDEPOOL PROJECT 555 BRYANT ST 429 PALO ALTO CA 94301 462302287 501(C)(3) 100000 0 PROJECT SUPPORT FOR P5.JS ACCESS LAB WORKING GROUP. TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 1 COLLEGE HALL STE 121 PHILADELPHIA PA 19104 231352685 501(C)(3) 150000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. UNIVERSITY OF NOTRE DAME DU LAC 400 MAIN BUILDING NOTRE DAME IN 46556 350868188 501(C)(3) 150000 0 PROJECT AND RESEARCH SUPPORT FOR THE BIG DATA DONATION PROJECT. UNIVERSITY OF WASHINGTON 1410 NE CAMPUS PARKWAY BOX 355852 SEATTLE WA 98195 911486484 501(C)(3) 150000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE MALAMAZOO MI 49008 386007327 501(C)(3) 150000 0 EVENT SPONSORSHIP FOR SAN FRANCISCO SUMMIT. WHOSE KNOWLEDGE 13223 BLACK MOUNTAIN RD STE 258 SAN DIEGO CA 92129 871925489 501(C)(3) 50000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. WINSTON-SALEM STATE UNIVERSITY 601 S MARTIN LUTHER KING JR DR WINSTONSALEM NC 27110 560989620 501(C)(3) 150000 0 PROJECT SUPPORT FOR INTEGRATING RESPONSIBLE COMPUTING AND ETHICS. WOMEN WIN FOUNDATION 44 HALIFAX STREET JAMAICA PLAIN MA 02130 264645645 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT FOR LANGUAGE JUSTICE WORK. WOMEN'S MARCH NETWORK 10573 W PICO BLVD 71 LOS ANGELES CA 90064 863322891 501(C)(3) 175000 0 PROJECT SUPPORT TO INTEGRATE RESPONSIBLE COMPUTING AND ETHICS. 40 2 CREATIVE MEDIA AWARD 2 53270 PROJECT FUNDING FOR UNDISCIPLINE, A WEBSITE AND SHORT ARTISTIC FILM. MOZILLA TECHNOLOGY FUND 3 45000 PROJECT SUPPORT FOR DARK MATTERS PROJECT. PART I, LINE 2: MOZILLA FOUNDATION MAINTAINS INFORMATION ON GRANTS, INCLUDING SUPPORTING DOCUMENTATION SUCH AS GRANT PROPOSALS, SIGNED AGREEMENTS, REPORTS FROM GRANTEES, ETC. FOR FELLOWSHIP GRANTEES, GRANTS ARE MADE PURSUANT TO AGREEMENTS WITH THE FELLOWS AND/OR HOST INSTITUTIONS TO ENSURE THAT THE FELLOWSHIP RECIPIENTS WILL BE PURSUING A DEFINED RESEARCH PROGRAM THAT WILL AID THE DEVELOPMENT OF THE FELLOWSHIP RECIPIENT AS WELL AS ADVANCING RESEARCH IN AREAS MATCHING MOZILLA FOUNDATION'S EXEMPT PURPOSES. ALTHOUGH MOST OF OUR OTHER GRANTS ARE TO IRS-RECOGNIZED 501(C)(3) ORGANIZATIONS, WE SOMETIMES MAKE GRANTS TO OTHER ENTITIES AND INDIVIDUALS TO ACCOMPLISH SPECIFIC WORK IN FURTHERANCE OF MOZILLA FOUNDATION'S PURPOSES. IN THOSE CASES, WE ENTER INTO APPROPRIATE CONTRACTUAL AGREEMENTS REQUIRING THE GRANTEE TO ACCOMPLISH CHARITABLE WORK OF DIRECT BENEFIT TO THE PUBLIC AND SPECIFICALLY DESCRIBED IN THE STATEMENT OF WORK. THESE AGREEMENTS REQUIRE THE GRANTEE TO REPORT ON THEIR USE OF FUNDS. X X X X X X 0 0 0 0 0 0 0 0 0 MITCHELL BAKER CHAIR PAID ONLY BY A RELATED FOR-PROFIT 0 600000 0 5622600 0 1060 0 0 0 36412 0 6260072 0 0 MARK SURMAN PRESIDENT & EXECUTIVE DIRECTOR 661886 0 0 0 0 0 48136 0 5121 0 715143 0 0 0 J BOB ALOTTA SVP, GLOBAL PROGRAMS 417327 0 0 0 0 0 29174 0 61637 0 508138 0 0 0 ANGELA PLOHMAN COO, SECRETARY & TREASURER 415549 0 0 0 0 0 30172 0 6513 0 452234 0 0 0 ASHLEY BOYD SVP, GLOBAL ADVOCACY 368445 0 0 0 0 0 25820 0 33436 0 427701 0 0 0 ZHILUN PANG DIRECTOR OF FINANCE 211613 0 0 0 0 0 14874 0 46582 0 273069 0 0 0 DAVID WALKER SENIOR COUNSEL 219117 0 0 0 0 0 15453 0 33995 0 268565 0 0 0 LAINIE DECOURSY DIRECTOR, ORG EFFECTIVENESS 200137 0 0 0 0 0 14045 0 52846 0 267028 0 0 0 JUAN BARANI SENIOR DIRECTOR, GIFT PLANNING 230372 0 0 0 0 0 16187 0 16320 0 262879 0 0 0 STEPHANIE WRIGHT SR PROGRAM MANAGER, MOZFEST 166782 0 0 0 0 0 11786 0 58217 0 236785 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE INVESTMENT AND AUDIT COMMITTEES PERIODICALLY MEET IN EXECUTIVE SESSION. ALTHOUGH SEPARATE MEETING MINUTES ARE NOT KEPT, THEY REPORT BACK TO THE FULL BOARD WHERE MINUTES ARE KEPT. FORM 990, PART VI, SECTION B, LINE 11B SEVERAL INDIVIDUALS ASSOCIATED WITH THE ORGANIZATION DILIGENTLY GATHER AND PREPARE ALL DATA AND NARRATIVE EXPLANATIONS TO ACCURATELY COMPLETE THE IRS FORM 990. SEVERAL DRAFTS OF THE FORM 990 ARE REVIEWED AND EDITED BY MANAGEMENT, OFFICERS, INTERNAL COUNSEL, OUTSIDE COUNSEL, AND ACCOUNTANTS. ALL DIRECTORS RECEIVE A FINAL COPY OF THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION ANNUALLY ASKS BOARD MEMBERS AND KEY EMPLOYEES TO RESPOND TO A QUESTIONNAIRE DETAILING POTENTIAL CONFLICTS OF INTEREST. INDIVIDUALS ARE TO REPORT ANY POTENTIAL CONFLICTS WITH RESPECT TO PARTICULAR DECISIONS AS THEY ARISE, AND IF THE BOARD DETERMINES THAT A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL DOES NOT PARTICIPATE IN VOTING ON THAT DECISION (AND IN SOME CASES THE FOUNDATION MAY NOT PURSUE THE TRANSACTION AT ALL). WHILE THE FOUNDATION HAS NOT ENGAGED IN ADDITIONAL MONITORING OR ENFORCEMENT BEYOND THIS, IT BELIEVES ITS EXISTING MECHANISMS HAVE BEEN ADEQUATE TO PROTECT AGAINST CONFLICTS OF INTEREST AFFECTING THE BOARD'S DECISION MAKING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINED THE EXECUTIVE DIRECTOR'S COMPENSATION AFTER TAKING INTO ACCOUNT ASSESSMENTS OF HIS INDIVIDUAL PERFORMANCE AND THAT OF THE ORGANIZATION AS A WHOLE, ALONG WITH MARKET DATA ABOUT EXECUTIVE COMPENSATION AT SIMILAR ORGANIZATIONS DRAWN FROM BOTH GENERAL SURVEYS AND THE FORMS 990 FOR A SET OF PEER INSTITUTIONS. THE EXECUTIVE DIRECTOR AND INTERESTED PARTIES WERE ABSENT FROM THE FINAL BOARD DISCUSSION, AND THE DETERMINATION WAS ULTIMATELY APPROVED DURING A PART OF A MEETING OF THE BOARD OF DIRECTORS NOT INCLUDING ANYONE WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION PACKAGE. THE PROCESS AND THE DATA ON WHICH THE DECISION WAS MADE IS DOCUMENTED IN THE MINUTES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE FORMS 990, 990-T, AND THE FORM 1023 IN THEIR ORIGINAL FORM ARE AVAILABLE UPON REQUEST. WE ALSO MAKE THESE FORMS AVAILABLE ONLINE, ALONG WITH OUR FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS, EXCEPT THAT TO PROTECT INDIVIDUAL PRIVACY SOME PERSONAL ADDRESS INFORMATION IS REDACTED FROM THE VERSION MADE AVAILABLE ONLINE. MOZILLA VENTURES I LP 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 384231846 VENTURE FUND CA MOZILLA FOUNDATION EXCLUDED 61530 32900652 0 1 1.00000 MOZILLA VENTURES GP I LP 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 991774854 VENTURE FUND CA MOZILLA FOUNDATION EXCLUDED 0 1 1.00000 MOZILLA CORPORATION 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 203226186 INTERNET SERVICE CA MOZILLA FOUNDATION C 603903043 1339484033 1.00000 0 MZLA TECHNOLOGIES CORPORATION 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 843352661 INTERNET TECHNOLOGIES CA MOZILLA FOUNDATION C 8917164 10027948 1.00000 0 MOZILLA VENTURES MANAGEMENT PBC 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 384241278 VENTURE FUND MANAGEMENT CA MOZILLA FOUNDATION C 163255 291655 1.00000 0 MZLAI PBC 149 NEW MONTGOMERY STREET 4TH FLOOR SAN FRANCISCO CA 94105 352775450 ARTIFICIAL INTELLIGENCE R&D CA MOZILLA FOUNDATION C 255049 10314925 1.00000 0 MZFO GERMANY GMBH SCHLESISCHE STRBE 27/GEBAUDE 3 4 BERLIN GM 10997 INTERNET TECHNOLOGIES GM MOZILLA FOUNDATION C 1556569 136105 1.00000 0 1 1 0 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 MOZILLA CORP A 18372038 TRADEMARK LICENSE AGREEMENT MOZILLA CORP N 136500 COST MOZILLA CORP M 877060 SERVICE AGREEMENT MOZILLA CORP F 35000000 CASH MOZILLA VENTURES I LP L 165851 SERVICE AGREEMENT MOZILLA VENTURES I LP B 24963716 CASH MZFO GERMANY GMBH M 1556569 SERVICE AGREEMENT MZLAI PBC L 146431 SERVICE AGREEMENT MZLAI PBC B 10000000 CASH MZLA TECHNOLOGIES CORP L 302552 SERVICE AGREEMENT MZLA TECHNOLOGIES CORP A 267515 TRADEMARK LICENSE AGREEMENT SCHEDULE R, PART V, LINE 1 THE FOUNDATION LICENSES CERTAIN TRADEMARKS TO ITS WHOLLY-OWNED SUBSIDIARIES, MOZILLA CORPORATION, MZLA TECHNOLOGIES CORPORATION, MOZILLA VENTURES MANAGEMENT, PBC, AND MZL.AI, PBC, IN RETURN FOR LICENSE FEES. THE AMOUNT ACTUALLY ACCRUED BY THE FOUNDATION IS REPORTED ON PART V LINE 2(1) AND PART V LINE 2(10) THE FOUNDATION ALSO HAS AN ADMINISTRATIVE SERVICES AGREEMENT UNDER WHICH MOZILLA CORPORATION PROVIDES LEGAL AND CERTAIN OTHER SERVICES. ITS PAYMENT FOR SERVICES IS REPORTED ON PART V LINE 2(3). THE COMPONENT OF THE PAYMENT FOR OFFICE SPACE IS REPORTED ON PART V LINE 2(2). THE FOUNDATION PROVIDES CERTAIN LEGAL AND OTHER ADMINISTRATIVE SERVICES TO MZLA TECHNOLOGIES CORPORATION, MOZILLA VENTURES MANAGEMENT, PBC, AND MZL.AI, PBC WHICH IS REPORTED ON LINE 2(5), 2(8) AND 2(10).