2023-05-04T08:50:43-05:00 2022-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2021-07-01 200049703 WIKIMEDIA FOUNDATION INC WIKI 4158396885 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 JAIME VILLAGOMEZ CFO 4158396885 2023-05-03 1 JAIME VILLAGOMEZ XXX-XX-XXXX DAVID M HIGHFILL P01517891 2139724000 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAIME VILLAGOMEZ 1 MONTGOMERY ST SUITE SAN FRANCISCO CA 94105 283436984 0 X WWW.WIKIMEDIAFOUNDATION.ORG X 2003 FL WIKIMEDIA FDN SUPPORTS WIKIPEDIA, ITS SISTER PROJECTS. (SEE SCHEDULE O)AND THE WIKIMEDIA COMMUNITY TO HELP THE WORLD SHARE IN FREE KNOWLEDGE. 11 11 369 292000 180344 0 155312041 164242380 0 0 2688670 1565366 986354 2103370 158987065 167911116 10115194 15194115 0 0 67857675 88111413 389022 321133 15725565 33308068 42208743 111669959 145835404 47317106 22075712 240235101 250965442 9057565 11613910 231177536 239351532 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 66450147 OUR CORE FUNCTIONS INCLUDE SUPPORT FOR WIKIPEDIA.ORG AND THE OTHERWIKIMEDIA WEBSITES, WHICH TOGETHER ARE ONE OF THE WORLD'S MOSTPOPULAR WEB PROPERTIES, AND THE WORLD'S LARGEST COLLABORATIVE FREEKNOWLEDGE PROJECT. THE WIKIMEDIA FOUNDATION PROVIDES THE SERVERSAND ELECTRICITY NEEDED TO KEEP THE WEBSITES RUNNING, ALONG WITHDEDICATED TECHNICAL RESOURCES TO BUILD, IMPROVE, AND MAINTAIN THETECHNICAL INFRASTRUCTURE OF WIKIMEDIA PROJECTS. THESE ONGOINGENGINEERING EFFORTS AND PRODUCT IMPROVEMENTS REQUIRE RESEARCH ANDDESIGN WORK, AS WELL AS LEGAL SUPPORT. ALL OF THIS ALLOWS FOR THEBEST EXPERIENCE FOR OUR READERS AND VOLUNTEER COMMUNITY, ENSURINGUSERS CONTINUE TO ACCESS, CONTRIBUTE TO AND GROW THE WORLD'SLARGEST ONLINE FREE KNOWLEDGE RESOURCE. 45250036 15194115 THE WIKIMEDIA FOUNDATION GRANTMAKING AND PROGRAM DEVELOPMENTACTIVITIES FOCUSES ON GROWING WIKIMEDIA IN VARIOUS REGIONS AROUNDTHE WORLD AND EXPANDING DIVERSITY WITHIN THE CONTRIBUTOR BASE.THESE PROGRAMS AND EFFORTS DIRECTLY SUPPORT CONTRIBUTORS THROUGHGRANTS FOR PROJECTS, PROGRAMS, AND CAMPAIGNS BY INDIVIDUALS ANDORGANIZATIONS. GRANTMAKING AND PROGRAM DEVELOPMENT ACTIVITIES ALSOSTRIVES TO FURTHER THE MISSIONS OF WIKIMEDIA, SUCH AS OPEN ACCESSAND EDUCATION, THROUGH PROGRAMS LIKE OUR GLOBAL EDUCATIONPROGRAM, AS WELL THROUGH WORLDWIDE PROGRAM EVALUATION, RESEARCH,AND GLOBAL COMMUNICATIONS. BECAUSE OPENNESS AND INCLUSIVITY AREKEY TO THE SUCCESS OF THE WIKIMEDIA PROJECTS, GRANTMAKING ANDDEVELOPMENT AIM TO BROADEN THE DIVERSITY OF VOICES AND EXPAND THEREACH OF OUR PROJECTS TO DIVERSE INDIVIDUALS AND GROUPS AROUNDTHE WORLD. 111700183 1 0 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 64 0 1 369 1 1 1 1 UK 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 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 NATALIIA TYMKIV CHAIR 8.00 0.00 X 0 0 0 JIMMY WALES TRUSTEE (FOUNDER) 4.00 0.00 X 0 0 0 SHANI EVENSTEIN SIGALOV TRUSTEE 4.00 0.00 X 0 0 0 ESRA'A AL SHAFEI TRUSTEE 4.00 0.00 X 0 0 0 RAJU NARISETTI TRUSTEE 4.00 0.00 X 0 0 0 TANYA CAPUANO TRUSTEE 4.00 0.00 X 0 0 0 DARIUSZ JEMIELNIAK TRUSTEE 4.00 0.00 X 0 0 0 LUIS BITENCOURT-EMILIO TRUSTEE (BEG 1/22) 4.00 0.00 X 0 0 0 VICTORIA DORONINA TRUSTEE (BEG 10/21) 4.00 0.00 X 0 0 0 LORENZO LOSA TRUSTEE (BEG 10/21) 4.00 0.00 X 0 0 0 ROSIE STEPHENSON-GOODKNIGHT TRUSTEE (BEG 10/21) 4.00 0.00 X 0 0 0 JAMES HEILMAN TRUSTEE (END 11/21) 4.00 0.00 X 0 0 0 LISA LEWIN TRUSTEE (END 11/21) 4.00 0.00 X 0 0 0 MARYANA ISKANDER CHIEF EXECUTIVE OFFICER (BEG 1/22) 40.00 0.00 X 0 0 0 JAIME VILLAGOMEZ CFO & TREASURER 40.00 0.00 X 386433 0 38346 AMANDA KETON GENERAL COUNSEL & SECRETARY 40.00 0.00 X 396514 0 32394 LISA SEITZ CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 368301 0 41756 ANTHONY NEGRIN CHIEF PRODUCT OFFICER (THRU 11/21) 40.00 0.00 X 389948 0 32140 GRANT INGERSOLL CHIEF TECHNOLOGY OFFICER (THRU 8/21) 40.00 0.00 X 214935 0 23028 JANEEN UZZELL CHIEF OPERATING OFFICER (THRU 6/21) 40.00 0.00 X 503844 0 11709 ROBYN ARVILLE CHIEF T&C OFFICER (THRU 4/22) 40.00 0.00 X 368800 0 27135 HEATHER WALLS CHIEF CREATIVE OFFICER (THRU 7/21) 40.00 0.00 X 343996 0 11418 ZDENKO VRANDECIC HEAD OF SPECIAL PROJECTS 40.00 0.00 X 299940 0 30800 TAJH TAYLOR VP OF DATA SCIENCE & ENGINEERING 40.00 0.00 X 254678 0 30800 LYNETTE LOGAN DIR OF ADMIN (THRU 10/21) 40.00 0.00 X 242889 0 22914 CAROL DUNN VP OF PRODUCT MANAGEMENT 40.00 0.00 X 241438 0 35377 MARGARET NOVOTNY VP OF PRODUCT DESIGN 40.00 0.00 X 242379 0 37479 KATHERINE MAHER EXECUTIVE DIRECTOR (THRU 4/21) 40.00 0.00 X 789495 0 9137 5043590 0 384433 233 1 1 0 JONES DAY 555 CALIFORNIA STREET 26TH FLOOR SAN FRANCISCO CA 94104 LEGAL SERVICES 1167723 GLUZDOVCOMINC DBASPEED AND FUNCTION 1243 S 7TH ST PHILADELPHIA PA 19147 ENGINEERING SERVICES 1081280 BERLIN ROSEN LTD 15 MAIDEN LANE SUITE 1600 NEW YORK NY 10038 COMMUNICATIONS SUPPORT 559000 THIS DOT INC 7742 SPALDING DR PMB 141 PEACHTREE CORNERS GA 30092 ENGINEERING SERVICES 404206 JAMAEDGE GROUP INC DBA PROTICOM 16835 ALGONQUIN ST SUITE 205 HUNTINGTON BEACH CA 92649 ENGINEERING SERVICES 396250 26 490218 163752162 478671 164242380 3156584 3156584 1500000 1500000 113826242 2180 115419640 0 -1593398 2180 -1591218 -1591218 0 490218 500 -500 -500 226072 105728 120344 120344 ENDOW FEE REIMBURSEMENT 900099 423526 423526 SERVICE REVENUE 541900 60000 60000 483526 167911116 0 180344 3488392 3364443 3364443 119196 119196 11710476 11710476 4262138 2430417 1343991 487730 64965806 52101582 7771513 5092711 1656674 1255807 253145 147722 13762568 10991816 1602565 1168187 3464227 2591829 560461 311937 2411728 2285228 99991 26509 155640 13396 142244 23196 23196 321133 321133 8289232 6633595 991521 664116 39480 36455 2186 839 870545 247564 522522 100459 5210832 3861235 1278051 71546 1327885 986930 221537 119418 1179852 828385 343913 7554 482232 479864 2368 3213466 2466518 746948 577814 577814 DONATIONS PROCESSING FE 6215434 6215434 TEMPORARY CONTRACTORS 5459229 3806414 967162 685653 WIKIDATA COLLABORATION 4037571 4037571 OTHER OPERATING EXP 1463825 1136103 37649 290073 1250782 292163 944075 14544 145835404 111700183 18409656 15725565 20435443 23841146 67248371 28471169 1390399 700000 29874 104482 2123520 2697439 22359504 13499351 8202533 8860153 137484143 181887386 1595469 2768904 1725349 1634763 240235101 250965442 7633332 8964875 1560000 1424232 1089035 9057565 11613910 X 229294335 238009941 1883201 1341591 231177536 239351532 240235101 250965442 X 22075712 -14172589 270873 X 0 1 X 1 0 X 99036753 115839832 120919258 155312041 164242380 655350264 99036753 115839832 120919258 155312041 164242380 655350264 655350264 1774136 2819428 3177662 2703740 4656584 15131550 79807 88924 101429 115023 180344 565527 85984 120602 677436 874831 423526 2182379 673229720 0.97340 0.97640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 85,984. 2018 AMOUNT: $ 120,602. 2019 AMOUNT: $ 677,436. 2020 AMOUNT: $ 874,831. 2021 AMOUNT: $ 423,526. 23196 23196 111676987 111700183 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 87597 25065 38604 23196 174462 250000 250000 250000 250000 1000000 1500000 2074581 1407142 667439 20284923 12092209 8192714 8860153 LEASE INCENTIVES - TI ALLOWANCE 567085 STRAIGHT LINE RENT EXPENSE ADJ 354558 ENDOWMENT FUND PAYABLE 19718 OTHER LIABILITIES 147674 1089035 X 154144912 -14172589 405885 500 -13766204 167911116 0 167911116 145970916 405885 500 406385 145564531 270873 270873 145835404 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 500. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS 500. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN OF UNUSED GRANTS 270,873. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 7000 EAST ASIA AND THE PACIFIC 11 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 1579151 EUROPE 39 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 16818688 MIDDLE EAST & NORTH AFRICA 4 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 722128 NORTH AMERICA 11 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 3473110 SOUTH AMERICA 6 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 574888 SOUTH ASIA 7 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 999916 SUB-SAHARAN AFRICA 15 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 2529892 0 94 0 0 0 94 26704773 0 26704773 CENTRAL AMERICA AND THE CARIBBEAN SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 65396 WIRE 0 EAST ASIA AND THE PACIFIC SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 1526345 WIRE 0 EUROPE SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 4481786 WIRE 0 MIDDLE EAST & NORTH AFRICA SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 690604 WIRE 0 NORTH AMERICA SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 391041 WIRE 0 RUSSIA AND THE NEWLY INDEPENDENT STATES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 305355 WIRE 0 SOUTH AMERICA SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 1160835 WIRE 0 SOUTH ASIA SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 26556 WIRE 0 SUB-SAHARAN AFRICA SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 1186392 WIRE 0 87 183 FURTHER MISSION CENTRAL AMERICA AND THE CARIBBEAN 1 1361 WIRE FURTHER MISSION EAST ASIA & THE PACIFIC 20 70358 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA EAST ASIA & THE PACIFIC 2 1150 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION EUROPE 27 580564 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA EUROPE 1 650 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION MIDDLE EAST & NORTH AFRICA 8 11988 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA MIDDLE EAST & NORTH AFRICA 2 1800 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION NORTH AMERICA 9 66934 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA NORTH AMERICA 1 650 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION RUSSIA AND THE NEWLY INDEPENDENT STATES 7 15078 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA RUSSIA AND THE NEWLY INDEPENDENT STATES 1 650 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION SOUTH AMERICA 18 118337 WIRE FURTHER MISSION SOUTH ASIA 17 46876 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA SOUTH ASIA 1 1801 WIRE/PAID DIRECTLY TO 3RD PARTY FURTHER MISSION SUB-SAHARAN AFRICA 149 927336 WIRE SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA SUB-SAHARAN AFRICA 6 30632 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 FOR FOUR YEARS; 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 DIRECTLY 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 (UPON REQUEST) 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 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 VIRTUAL EVENT- EUROPE 96334 96334 VIRTUAL EVENT- US EST 121627 121627 1 272257 272257 500 490218 490218 500 500 -500 1 TIDES FOUNDATIONPO BOX 29903 SAN FRANCISCO CA 94129 510198509 501(C)(3) 516650 0 TO SUPPORT WORK TO FURTHER MISSION. WIKI EDUCATION FOUNDATION 11 FUNSTON AVE SUITE A SAN FRANCISCO CA 94129 300790695 501(C)(3) 500000 0 TO SUPPORT WORK TO FURTHER MISSION. ARTFEMINISM INC 323 W 39TH STREET SUITE 912 NEW YORK NY 10018 832919353 501(C)(3) 337527 0 TO SUPPORT WORK TO FURTHER MISSION. IDEAS BEYOND BORDERS 244 FIFTH AVENUE SUITE 2594 NEW YORK NY 10001 821447974 501(C)(3) 325335 0 TO SUPPORT WORK TO FURTHER MISSION. BLACK LUNCH TABLE6225 N KENMORE AVE APT 2N CHICAGO IL 60660 825436759 501(C)(3) 301799 0 TO SUPPORT WORK TO FURTHER MISSION. TIDES ADVOCACY PO BOX 29229 SAN FRANCISCO CA 94129 943153687 501(C)(3) 300000 0 TO SUPPORT WORK TO FURTHER MISSION. WHOSE KNOWLEDGE 13223 BLACK MOUNTAIN ROAD STE 258 SAN DIEGO CA 92129 871925489 501(C)(3) 168878 0 TO SUPPORT WORK TO FURTHER MISSION. FRACTURED ATLAS INCPO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 133489 0 TO SUPPORT WORK TO FURTHER MISSION. SMITHSONIAN INSTITUTE 2411 NETWORK PLACE CHICAGO IL 60673 530206027 501(C)(3) 113674 0 TO SUPPORT WORK TO FURTHER MISSION. WIKIJOURNAL10134 AVALON VALLEY DRIVE DANBURY CT 06810 851545401 501(C)(3) 103900 0 TO SUPPORT WORK TO FURTHER MISSION. HACK HACKERS INC 700 12TH STREET NW SUITE 700 WASHINGTON DC 20005 455351484 501(C)(3) 100000 0 TO SUPPORT WORK TO FURTHER MISSION. SOFTWARE FREEDOM CONSERVANCY137 MONTAGUE STREET BROOKLYN NY 11201 412203632 501(C)(3) 67706 0 TO SUPPORT WORK TO FURTHER MISSION. CREATIVE COMMONSPO BOX 1866MOUNTAIN VIEW CA 94042 043585301 501(C)(3) 53949 0 TO SUPPORT WORK TO FURTHER MISSION. CODE FOR SCIENCE AND SOCIETY INC3439 SE HAWTHORNE BLVD #247 PORTLAND O 813791683 501(C)(3) 51106 0 TO SUPPORT WORK TO FURTHER MISSION. ACCESS NOW34 W 27TH STREET 6TH FLOOR NEW YORK NY 10001 270597430 501(C)(3) 50000 0 TO SUPPORT WORK TO FURTHER MISSION. DIGITAL PUBLIC LIBRARY OF AMERICA1 WASHINGTON MALL STE 1019 BOSTON MA 02 461160948 501(C)(3) 50000 0 TO SUPPORT WORK TO FURTHER MISSION. WIKITONGUES INC 175 PEARL STREET FLOORS 1-3 BROOKLYN NY 11201 471463955 501(C)(3) 49500 0 TO SUPPORT WORK TO FURTHER MISSION. OPEN ENVIRONMENTAL DATA INC 38 S 5TH STREET HUDSON NY 12534 862759780 501(C)(3) 40000 0 TO SUPPORT WORK TO FURTHER MISSION. RANJITSINH DISALE FOUNDATION INC 1401 21ST STREET SUITE R SACRAMENTO CA 95811 873045510 501(C)(3) 28879 0 TO SUPPORT WORK TO FURTHER MISSION. NATIONAL COUNCIL OF TEACHERS OF ENGLISH 340 N NEIL ST #104 CHAMPAIGN IL 370715886 501(C)(3) 27000 0 TO SUPPORT WORK TO FURTHER MISSION. HELPING GIVE AWAY PSYCHOLOGICAL SCIENCE 103 WESTCHESTER PLACE CHAPEL HILL NC 27514 822966807 501(C)(3) 9992 0 TO SUPPORT WORK TO FURTHER MISSION. 21 0 TO SUPPORT WORK ON A PROJECT THAT WILL FURTHER THE MISSION. 4 108052 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. 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 DIRECTLY 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 (UPON REQUEST) 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 KATHERINE MAHER EXECUTIVE DIRECTOR (THRU 4/21) 164567 0 0 0 624928 0 5731 0 3406 0 798632 0 0 0 JANEEN UZZELL CHIEF OPERATING OFFICER (THRU 6/21) 177477 0 0 0 326367 0 7149 0 4560 0 515553 0 0 0 AMANDA KETON GENERAL COUNSEL & SECRETARY 343955 0 50219 0 2340 0 8919 0 23475 0 428908 0 0 0 JAIME VILLAGOMEZ CFO & TREASURER 333310 0 47759 0 5364 0 7990 0 30356 0 424779 0 0 0 ANTHONY NEGRIN CHIEF PRODUCT OFFICER (THRU 11/21) 316193 0 0 0 73755 0 11600 0 20540 0 422088 0 0 0 LISA SEITZ CHIEF ADVANCEMENT OFFICER 319925 0 45766 0 2610 0 11400 0 30356 0 410057 0 0 0 ROBYN ARVILLE CHIEF T&C OFFICER (THRU 4/22) 319969 0 46221 0 2610 0 8737 0 18398 0 395935 0 0 0 HEATHER WALLS CHIEF CREATIVE OFFICER (THRU 7/21) 187967 0 0 0 156029 0 6597 0 4821 0 355414 0 0 0 ZDENKO VRANDECIC HEAD OF SPECIAL PROJECTS 299400 0 0 0 540 0 1000 0 29800 0 330740 0 0 0 TAJH TAYLOR VP OF DATA SCIENCE & ENGINEERING 253868 0 0 0 810 0 1000 0 29800 0 285478 0 0 0 MARGARET NOVOTNY VP OF PRODUCT DESIGN 239043 0 0 0 3336 0 7163 0 30316 0 279858 0 0 0 CAROL DUNN VP OF PRODUCT MANAGEMENT 239300 0 0 0 2138 0 9638 0 25739 0 276815 0 0 0 LYNETTE LOGAN DIR OF ADMIN (THRU 10/21) 165519 0 0 0 77370 0 6667 0 16247 0 265803 0 0 0 GRANT INGERSOLL CHIEF TECHNOLOGY OFFICER (THRU 8/21) 214462 0 0 0 473 0 8569 0 14459 0 237963 0 0 0 PART I, LINE 4A SEVERANCE THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE DURING THE YEAR: KATHERINE MAHER $623,286 JANEEN UZZELL $324,748 HEATHER WALLS $153,612 LYNETTE LOGAN $74,645 ANTHONY NEGRIN $70,920 THE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(III). X 80 478671 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD CONSISTS OF A MAXIMUM OF SIXTEEN TRUSTEES. EIGHT SEATS ARE SELECTED BY THE WIKIMEDIA COMMUNITY, ONE SEAT IS RESERVED FOR JIMMY WALES AS THE COMMUNITY FOUNDER, AND SEVEN SEATS ARE SELECTED BY THE BOARD FOR SPECIFIC EXPERTISE. 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 CEO/EXECUTIVE DIRECTOR OR DELEGATE. 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. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE VOTING MEMBERS OF THE GOVERNING BODY 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, THE COVERED PERSONS ALSO COMPLETES 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. 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 15 THE WIKIMEDIA FOUNDATION BOARD OF TRUSTEES OR TALENT & CULTURE COMMITTEE, A BOARD SUB-COMMITTEE, IS RESPONSIBLE FOR APPROVING THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES. FOR 2021 COMPENSATION, THE BOARD OF TRUSTEES OR TALENT & CULTURE COMMITTEE REVIEWED THE PROPOSED COMPENSATION AND MADE A DECISION BASED ON COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS. THE BOARD OF TRUSTEES OR TALENT & CULTURE COMMITTEE 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/BYLAWS HTTPS://FOUNDATION.WIKIMEDIA.ORG/WIKI/CONFLICT_OF_INTEREST_POLICY HTTPS://WIKIMEDIAFOUNDATION.ORG/ABOUT/FINANCIAL-REPORTS/ FORM 990, PART XI, LINE 9: RETURN OF UNUSED GRANTS 270,873. WIKIMEDIA LLC 1209 ORANGE STREET WILMINGTON DE 19801 873824318 CHARITABLE DE 1560000 0 WIKIMEDIA FOUNDATION INC