BETA

WIKIMEDIA ENDOWMENT: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WIKIMEDIA ENDOWMENT (EIN 87-3024488)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202521349349307287
Schema version
2023v6.0
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T13:14:38-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 SOUTH HOPE STREET SUITE 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873024488EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WIKIMEDIA ENDOWMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWIKIBusinessNameControlTxt
Phone4158396885PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SANSOME STREET SUITE 1895AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDHAVAL PATELPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4158396885PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M HIGHFILLPreparerPersonNm
PTINP01517891PTIN
Phone2139724000PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDHAVAL PATELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SANSOME STREET SUITE 1895AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$134,879,469GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WIKIMEDIAENDOWMENT.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE WIKIMEDIA ENDOWMENT IS TO ACT AS A PERMANENT FUND. (SEE SCHEDULE O FOR MORE).THAT CAN SUPPORT IN PERPETUITY THE OPERATIONS AND ACTIVITIES OF CURRENT AND FUTURE WIKIMEDIA PROJECTS, WHICH ARE PROJECTS THAT ARE APPROVED BY AND ADVANCE THE PURPOSES OF THE WIKIMEDIA FOUNDATION OR ITS SUCCESSOR IF THE WIKIMEDIA FOUNDATION CEASES TO EXIST. IT AIMS TO CREATE A SOLID FINANCIAL FOUNDATION FOR THE FUTURE OF THE WIKIMEDIA PROJECTS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$129,605,799CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$2,412,407CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$132,018,206CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,878,345CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,170,684CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$2,106,672CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$4,985,017CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$127,033,189CYRevenuesLessExpensesAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$144,325,622TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$144,325,622NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE WIKIMEDIA ENDOWMENT IS TO ACT AS A PERMANENT FUND THAT CAN SUPPORT IN PERPETUITY THE OPERATIONS AND ACTIVITIES OF CURRENT AND FUTURE WIKIMEDIA PROJECTS. (SEE SCHEDULE O)WHICH ARE PROJECTS THAT ARE APPROVED BY AND ADVANCE THE PURPOSES OF THE WIKIMEDIA FOUNDATION OR ITS SUCCESSOR IF THE WIKIMEDIA FOUNDATION CEASES TO EXIST. IT AIMS TO CREATE A SOLID FINANCIAL FOUNDATION FOR THE FUTURE OF THE WIKIMEDIA PROJECTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,107,755ExpenseAmt
Grant$2,878,345GrantAmt
DescTHE WIKIMEDIA ENDOWMENT PROVIDES FUNDING TO SUPPORT THE OPERATIONS AND ACTIVITIES OF WIKIMEDIA PROJECTS. IN FISCAL YEAR 2023-2024, THE FUNDING FOCUSED ON PROVIDING FINANCIAL SUPPORT FOR TECHNICAL INNOVATION IN THE WIKIMEDIA PROJECTS.Desc
Total Program Service Expenses$3,107,755TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAIME VILLAGOMEZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4158396885PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SANSOME STREET SUITE 1895AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIMMY WALES
CHAIR3.000.00Yes (X)Yes (X)$0$0$0
ANNETTE CAMPBELL-WHITE
DIRECTOR1.000.00Yes (X)$0$0$0
PETER BALDWIN
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL KIM
DIRECTOR1.000.00Yes (X)$0$0$0
PATRICIO LORENTE
DIRECTOR1.000.00Yes (X)$0$0$0
DORON WEBER
DIRECTOR2.000.00Yes (X)$0$0$0
PHOEBE AYERS
DIRECTOR2.000.00Yes (X)$0$0$0
ALEXANDER M FARMAN-FARMAIAN
DIRECTOR1.000.00Yes (X)$0$0$0
LISA LEWIN
DIRECTOR1.000.00Yes (X)$0$0$0
LAURA DUCHATELET
DIRECTOR1.000.00Yes (X)$0$0$0
MAYREE CLARK
DIRECTOR2.000.00Yes (X)$0$0$0
LISA SEITZ
PRESIDENT12.000.00Yes (X)$0$0$0
DHAVAL PATEL
TREASURER28.000.00Yes (X)$0$0$0
STEPHEN LAPORTE
SECRETARY1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$129,605,799AllOtherContributionsAmt
Noncash Contributions$106,313,739NoncashContributionsAmt
Total Contributions$129,605,799TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,407,022TotalRevenueColumnAmt
Exclusion$2,407,022ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,866,648SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,861,263SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,385SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,385TotalRevenueColumnAmt
Exclusion$5,385ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$132,018,206TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,412,407ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,600,000TotalAmt
Program Services$2,600,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$278,345TotalAmt
Program Services$278,345ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,295,765TotalAmt
Program Services$216,905ProgramServicesAmt
Management And General$628,950ManagementAndGeneralAmt
Fundraising$449,910FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,970TotalAmt
Program Services$2,503ProgramServicesAmt
Management And General$1,482ManagementAndGeneralAmt
Fundraising$9,985FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$31,590TotalAmt
Management And General$31,590ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$135,197TotalAmt
Management And General$5,255ManagementAndGeneralAmt
Fundraising$129,942FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$107TotalAmt
Management And General$107ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,868TotalAmt
Management And General$1,116ManagementAndGeneralAmt
Fundraising$9,752FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DONATION PROCESSING FEE$551,671$551,671
OTHER$67,504$19,424$10,002$38,078

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,985,017TotalAmt
Program Services$3,107,755ProgramServicesAmt
Management And General$706,578ManagementAndGeneralAmt
Fundraising$1,170,684FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,316,644EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$18,786,045EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$525,607EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$123,441,359EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$255,967EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$144,325,622EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$144,325,622EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$144,325,622EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$144,325,622EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$127,033,189ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$17,292,433NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$129,605,799CurrentTaxYearAmt
Total$129,605,799TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$129,605,799CurrentTaxYearAmt
Total$129,605,799TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$129,605,799PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$2,407,022CurrentTaxYearAmt
Total$2,407,022TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
FieldValueIRS element (for citing)
Total Support$132,012,821TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$149,279,049TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$17,292,433NetUnrealizedGainsInvstAmt
Revenue Not Reported$17,292,433RevenueNotReportedAmt
Revenue Subtotal$131,986,616RevenueSubtotalAmt
Investment Expenses Not Incld$31,590InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$31,590RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$132,018,206TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,953,427TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,953,427ExpensesSubtotalAmt
Investment Expenses Not Incld2$31,590InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$31,590ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,985,017TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2FormAndLineReferenceDesc
ExplanationTHE ENDOWMENT 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.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTMAKINGTypeOfActivitiesConductedTxt
Region Total Expenditures$278,345RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$278,345SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$278,345TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPERegionTxt
Purpose Of GrantFUNDING FOR KIWIXPurposeOfGrantTxt
Cash Grant$278,345CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE U.S.FormAndLineReferenceDesc
ExplanationGRANTS TO ORGANIZATIONS: THE ENDOWMENT PRESIDENT MEETS WITH THE CHIEF PRODUCT AND TECHNOLOGY OFFICER OF THE WIKIMEDIA FOUNDATION TO DEVELOP A SHORTLIST OF PROJECTS THAT ADDRESS THE FUNDING MISSION OF THE ENDOWMENT (I.E., TECHNICAL INNOVATION). THE SHORTLIST IS THEN PRESENTED TO THE GRANTMAKING AND COMMUNITY COMMITTEE OF THE ENDOWMENT BOARD FOR DISCUSSION AND THEIR ENDORSEMENT OF WHICH PROJECTS TO BRING BEFORE A VOTE OF THE FULL ENDOWMENT BOARD. THOSE PROJECTS ARE THEN PRESENTED TO THE BOARD FOR DISCUSSION, AND THE BOARD VOTES TO APPROVE. WHEN AN APPLICANT IS AWARDED FUNDS, THE RECIPIENT COMPLETES ADDITIONAL SCREENING REQUIREMENTS AND SIGNS AN AGREEMENT. THE AGREEMENT STIPULATES THAT THEY WILL USE FUNDS FOR CHARITABLE PURPOSES CONSISTENT WITH THE WIKIMEDIA ENDOWMENT'S MISSION AND THE PURPOSES DESCRIBED IN THE AGREEMENT; THAT THEY AGREE TO THE REPORTING REQUIREMENTS, INCLUDING MAINTAINING RECEIPTS/DOCUMENTATION OF EXPENSES; THAT THEY AGREE TO PROCEDURES FOR NOTIFYING THE WIKIMEDIA ENDOWMENT OF IMPORTANT CHANGES THAT MAY AFFECT THE AGREEMENT; AND THAT THEY WILL NOTIFY THE WIKIMEDIA ENDOWMENT OF ANY UNSPENT FUNDS SO THAT THE RECIPIENT AND WIKIMEDIA ENDOWMENT CAN AGREE TO AN ALTERNATIVE SCHEDULE OR PURPOSE FOR THE USE OF FUNDS. ONCE EACH AGREEMENT IS COMPLETE, THE RECIPIENT MAY BE REQUIRED TO SUBMIT A NARRATIVE AND FINANCIAL REPORT OR SERIES OF REPORTS THAT DEMONSTRATE HOW THE FUNDS WERE SPENT AND DESCRIBE THE IMPACT OF THE WORK. METHOD OF ACCOUNTING: THE GRANTS AND EXPENDITURES REPORTED IN SCHEDULE F WERE BASED ON THE ACCRUAL METHOD OF ACCOUNTING.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1WIKIMEDIA FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SANSOME SUITE 1895AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient EIN200049703RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$2,600,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSEE PART IVPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE U.S. GRANTS TO ORGANIZATIONS: THE ENDOWMENT PRESIDENT MEETS WITH THE CHIEF PRODUCT AND TECHNOLOGY OFFICER OF THE WIKIMEDIA FOUNDATION TO DEVELOP A SHORTLIST OF PROJECTS THAT ADDRESS THE FUNDING MISSION OF THE ENDOWMENT (I.E., TECHNICAL INNOVATION). THE SHORTLIST IS THEN PRESENTED TO THE GRANTMAKING AND COMMUNITY COMMITTEE OF THE ENDOWMENT BOARD FOR DISCUSSION AND THEIR ENDORSEMENT OF WHICH PROJECTS TO BRING BEFORE A VOTE OF THE FULL ENDOWMENT BOARD. THOSE PROJECTS ARE THEN PRESENTED TO THE BOARD FOR DISCUSSION, AND THE BOARD VOTES TO APPROVE. WHEN AN APPLICANT IS AWARDED FUNDS, THE RECIPIENT COMPLETES ADDITIONAL SCREENING REQUIREMENTS AND SIGNS AN AGREEMENT. THE AGREEMENT STIPULATES THAT THEY WILL USE FUNDS FOR CHARITABLE PURPOSES CONSISTENT WITH THE WIKIMEDIA ENDOWMENT'S MISSION AND THE PURPOSES DESCRIBED IN THE AGREEMENT; THAT THEY AGREE TO THE REPORTING REQUIREMENTS, INCLUDING MAINTAINING RECEIPTS/DOCUMENTATION OF EXPENSES; THAT THEY AGREE TO PROCEDURES FOR NOTIFYING THE WIKIMEDIA ENDOWMENT OF IMPORTANT CHANGES THAT MAY AFFECT THE AGREEMENT; AND THAT THEY WILL NOTIFY THE WIKIMEDIA ENDOWMENT OF ANY UNSPENT FUNDS SO THAT THE RECIPIENT AND WIKIMEDIA ENDOWMENT CAN AGREE TO AN ALTERNATIVE SCHEDULE OR PURPOSE FOR THE USE OF FUNDS. ONCE EACH AGREEMENT IS COMPLETE, THE RECIPIENT MAY BE REQUIRED TO SUBMIT A NARRATIVE AND FINANCIAL REPORT OR SERIES OF REPORTS THAT DEMONSTRATE HOW THE FUNDS WERE SPENT AND DESCRIBE THE IMPACT OF THE WORK. METHOD OF ACCOUNTING: THE GRANTS AND EXPENDITURES REPORTED IN SCHEDULE I WERE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: WIKIMEDIA FOUNDATION (H) PURPOSE OF GRANT OR ASSISTANCE: FOR MEDIAWIKI IMPROVEMENTS, ABSTRACT WIKIPEDIA, AND EXPLORING STRATEGIES FOR EXPANDING BEYOND EXISTING AUDIENCES.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$106,313,739NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV AT DONATIONMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FIRST DRAFT OF THE 990 WAS DEVELOPED BY AN EXTERNAL ACCOUNTING FIRM UNDER THE DIRECTION OF THE WIKIMEDIA FOUNDATION CONTROLLER WITH ADDITIONAL GUIDANCE FROM THE CHIEF FINANCIAL OFFICER (CFO). IT WAS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE CFO AND THE ENDOWMENT TREASURER. THEN A MEETING OF THE ENDOWMENT AUDIT COMMITTEE WAS HELD AT WHICH THE TREASURER AND EXTERNAL ACCOUNTING FIRM WALKED THROUGH THE DRAFT IN DETAIL FOR THE AUDIT COMMITTEE'S APPROVAL. THE ENDOWMENT 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 12CTHE 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 BOARD OR A COMMITTEE OF THE BOARD. 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 BOARD 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 WIKIMEDIA ENDOWMENT 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 WIKIMEDIA ENDOWMENT.
FORM 990, PART VI, SECTION C, LINE 19THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ENDOWMENT'S WEBSITE: HTTPS://WIKIMEDIAENDOWMENT.ORG/#REPORTS. THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE AT THE ENDOWMENT'S SECTION ON THE WIKIMEDIA FOUNDATION WEBSITE: HTTPS://FOUNDATION.WIKIMEDIA.ORG/WIKI/ENDOWMENT
FORM 990, PART VIITHE ENDOWMENT DOES NOT HAVE ANY EMPLOYEES OF ITS OWN AND DOES NOT PAY COMPENSATION TO ANY STAFF. THE STAFF WHO SUPPORT THE ENDOWMENT ARE PAID BY THE WIKIMEDIA FOUNDATION, AND THE ENDOWMENT PAYS THE WIKIMEDIA FOUNDATION FOR THEIR SERVICES.

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