2022-05-16T13:09:29-05:00 2021-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2020-07-01 200049703 WIKIMEDIA FOUNDATION INC WIKI 4158396885 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 JAIME VILLAGOMEZ CFO 4158396885 2022-05-11 1 JAIME VILLAGOMEZ 999009999 DAVID M HIGHFILL P01517891 2139724000 2022-05-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAIME VILLAGOMEZ 1 MONTGOMERY ST SUITE SAN FRANCISCO CA 94105 210780361 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. 9 9 320 311000 115023 0 120919258 155312041 0 0 2980572 2688670 731437 986354 124631267 158987065 23030121 10115194 0 0 55634913 67857675 435770 389022 14836036 33061318 33308068 112162122 111669959 12469145 47317106 191262962 240235101 10947237 9057564 180315725 231177537 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 56541398 OUR CORE FUNCTIONS INCLUDE SUPPORT FOR WIKIPEDIA.ORG AND THE OTHER WIKIMEDIA WEBSITES, WHICH TOGETHER ARE ONE OF THE WORLD'S MOST POPULAR WEB PROPERTIES, AND THE WORLD'S LARGEST COLLABORATIVE FREE KNOWLEDGE PROJECT. THE WIKIMEDIA FOUNDATION PROVIDES THE SOFTWARE, HARDWARE, AND SERVICES 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. 24637870 10115193 THE WIKIMEDIA FOUNDATION GRANTMAKING AND PROGRAM ACTIVITIES FOCUSES ON GROWING WIKIMEDIA 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. GRANTMAKING AND PROGRAM ACTIVITIES TEAM ALSO STRIVES 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 (SEE SCHEDULE O) AND GROUPS AROUND THE WORLD. 81179268 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 55 0 1 320 1 1 1 1 UK 0 0 0 1 1 0 0 0 0 0 0 X 9 9 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 DARIUSZ JEMIELNIAK TRUSTEE 4.00 0.00 X 0 0 0 ESRA'A AL SHAFEI TRUSTEE 4.00 0.00 X 0 0 0 JAMES HEILMAN TRUSTEE 4.00 0.00 X 0 0 0 LISA LEWIN TRUSTEE 4.00 0.00 X 0 0 0 RAJU NARISETTI 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 MARIA SEFIDARI CHAIR THRU 621 TRUSTEE 8.00 0.00 X 0 0 0 KATHERINE MAHER EXECUTIVE DIRECTOR (THRU 4/30/21) 40.00 0.00 X 406339 0 16979 AMANDA KETON GENERAL COUNSEL & SECRETARY 40.00 0.00 X 315364 0 34928 JAIME VILLAGOMEZ CFO & TREASURER 40.00 0.00 X 308943 0 38699 ANTHONY NEGRIN CHIEF PRODUCT OFFICER 40.00 0.00 X 290056 0 34860 GRANT INGERSOLL CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 319337 0 36186 JANEEN UZZELL CHIEF OPERATING OFFICER 40.00 0.00 X 314718 0 21350 LISA SEITZ CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 281713 0 41580 ROBYN ARVILLE CHIEF TALENT/CULTURE OFFICER 40.00 0.00 X 278335 0 28244 HEATHER WALLS CHIEF CREATIVE OFFICER 40.00 0.00 X 257361 0 8265 ANTHONY SEBRO DEPUTY GENERAL COUNSEL 40.00 0.00 X 220393 0 38144 MARGARET NOVOTNY SENIOR DIRECTOR, DESIGN 40.00 0.00 X 220573 0 37975 ERIKA BJUNE VP, ENGINEERING 40.00 0.00 X 220049 0 20296 ANGELA REID VP, CMTY RES/SUST (FROM 07/21) 40.00 0.00 X 221945 0 7632 3655126 0 365138 197 0 1 0 JONES DAY 555 CALIFORNIA STREET 26TH FLOOR SAN FRANCISCO CA 94104 LEGAL SERVICES 901872 SNOHETTA DESIGN AS AKERSHUSSTRANDA 21 SKUR 39 OSLO NO 0150 BRAND STRATEGY 613221 GLUZDOVCOM INC DBAS PEEDAND FUNCTION 1243 S 7TH ST PHILADELPHIA PA 19147 ENGINEERING SERVICES 538746 SWIFT POSSIBLE LLC 1250 NW 17TH AVE PORTLAND OR 97209 PUBLIC RELATIONS 461455 MINASSIAN MEDIA INC 151 WEST 25TH STREET FLOOR 12 NEW YORK NY 10001 PUBLIC RELATIONS 319214 13 463006 154849035 904637 155312041 2703740 2703740 51695126 51710196 -15070 -15070 -15070 0 463006 500 -500 -500 197623 82600 115023 115023 ENDOWMENT PROCESSING FEES 863529 863529 OTHER REVENUE 7665 7665 CREDIT CARD REBATE 637 637 871831 158987065 0 115023 3560001 6595547 6595547 44585 44585 3475062 3475062 3200369 2183273 812466 204630 52302332 40552065 7095027 4655240 1445512 1077262 242852 125398 8022951 6074193 1097599 851159 2886511 2133288 484876 268347 1919969 1637982 245912 36075 135772 135772 38604 38604 389022 389022 9606269 6574840 1837762 1193667 40416 40416 764699 190507 474754 99438 4097788 3081796 917755 98237 1337115 900823 326643 109649 17885 11043 4445 2397 11865 9995 1870 2430311 1722727 707584 540364 540364 DONATIONS PROC. FEES 6386483 6386483 PAYROLL FEES 3012370 2503421 302184 206765 COLLABORATIVE PROJECT 1916006 1916006 RECRUITING 423793 78278 329049 16466 628359 337555 97741 193063 111669959 81179268 15654655 14836036 24221504 20435443 47873033 67248371 300000 1390399 110209 29874 1930165 2123520 19749257 11546724 7451015 8202533 107595820 137484143 1595469 1781216 1725349 191262962 240235101 9260302 7633332 1686935 1424232 10947237 9057564 X 178247468 229294335 2068257 1883201 180315725 231177536 191262962 240235101 X 47317106 3240356 304349 X 0 1 X 1 0 X 88816654 99036753 115839832 120919258 155312041 579924538 88816654 99036753 115839832 120919258 155312041 579924538 579924538 1287010 1774136 2819428 3177662 2703740 11761976 65091 79807 88924 101429 115023 450274 75918 85984 120602 677436 871831 1831771 593968559 0.97640 0.97760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 75,918. 2017 AMOUNT: $ 85,984. 2018 AMOUNT: $ 120,602. 2019 AMOUNT: $ 677,436. 2020 AMOUNT: $ 871,831. 38604 38604 81140664 81179268 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14366 87597 25065 38604 165632 250000 250000 250000 250000 1000000 1500000 2074581 1110774 963807 17674676 10435950 7238726 8202533 LEASE INCENTIVES - TI ALLOWANCE 818893 STRAIGHT LINE RENT EXPENSE ADJ 454740 ENDOWMENT FUND PAYABLE 9862 OTHER LIABILITIES 140737 1424232 X 162701630 3240356 473709 500 3714565 158987065 0 158987065 111839819 473709 500 474209 111365610 304349 304349 111669959 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: RECLASS OF FUNDRAISING EXPENSES 500. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSES 500. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN OF UNUSED GRANT 304,349. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 112260 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 12 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 1139859 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 24 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 11376247 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 2 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 478211 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 4 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 2176853 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 2 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 106743 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 7 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 563058 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 2 PROGRAM SERVICES SUPPORT WIKIPEDIA AND OPEN SOURCE TECHNOLOGY 647888 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, GRANTMAKING FURTHER MISSION 125 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GRANTMAKING FURTHER MISSION 167806 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANTMAKING FURTHER MISSION 666875 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GRANTMAKING FURTHER MISSION 82799 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GRANTMAKING FURTHER MISSION 33626 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, GRANTMAKING FURTHER MISSION 110829 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GRANTMAKING FURTHER MISSION 267027 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, GRANTMAKING FURTHER MISSION 3339 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GRANTMAKING FURTHER MISSION 860439 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, GRANTMAKING FURTHER MISSION 2800 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GRANTMAKING FURTHER MISSION 40562 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANTMAKING FURTHER MISSION 496615 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GRANTMAKING FURTHER MISSION 2170 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GRANTMAKING FURTHER MISSION 3546 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, GRANTMAKING FURTHER MISSION 1495 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GRANTMAKING FURTHER MISSION 151907 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, GRANTMAKING FURTHER MISSION 75198 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GRANTMAKING FURTHER MISSION 507904 0 54 0 0 0 54 16601119 3475062 20076181 CENTRAL AMERICA AND THE CARIBBEAN FURTHER MISSION 125 WIRE EAST ASIA AND THE PACIFIC FURTHER MISSION 167806 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) FURTHER MISSION 666875 WIRE MIDDLE EAST AND NORTH AFRICA FURTHER MISSION 82799 WIRE NORTH AMERICA FURTHER MISSION 33626 WIRE RUSSIA AND NEIGHBORING STATES FURTHER MISSION 110829 WIRE SOUTH AMERICA FURTHER MISSION 267027 WIRE SOUTH ASIA FURTHER MISSION 3339 WIRE SUB-SAHARAN AFRICA FURTHER MISSION 860439 WIRE 62 FURTHER MISSION CENTRAL AMERICA AND THE CARIBBEAN 2 2800 WIRE FURTHER MISSION EAST ASIA AND THE PACIFIC 17 40562 WIRE FURTHER MISSION EUROPE (INCLUDING ICELAND & GREENLAND) 32 496615 WIRE FURTHER MISSION MIDDLE EAST AND NORTH AFRICA 3 2170 WIRE FURTHER MISSION NORTH AMERICA 4 3546 WIRE FURTHER MISSION RUSSIA AND NEIGHBORING STATES 2 1495 WIRE FURTHER MISSION SOUTH AMERICA 10 151907 WIRE FURTHER MISSION SOUTH ASIA 22 75198 WIRE FURTHER MISSION SUB-SAHARAN AFRICA 95 507904 WIRE 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. WHEN AN APPLICANT IS AWARDED A GRANT AND BECOMES A GRANTEE, THE GRANTEE COMPLETES 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 BDAY WEST EUROPE 95654 95654 VIRTUAL BDAY EAST COAST 118557 118557 1 248795 248795 500 463006 463006 500 500 -500 1 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 510198509 501(C)(3) 5529704 TO SUPPORT WORK TO FURTHER MISSION. YALE UNIVERSITY PO BOX 805 NEW HAVEN CT 06503 060646973 501(C)(3) 260000 RESEARCH INITIATIVE TO FURTHER MISSION. PEACE DEVELOPMENT FUND PO BOX 1280 AMHERST MA 01004 042738794 501(C)(3) 150885 TO SUPPORT WORK TO FURTHER MISSION. BLACK LUNCH TABLE 6225 N KENMORE AVE APT 2N CHICAGO IL 60660 825436759 501(C)(3) 138647 TO SUPPORT WORK TO FURTHER MISSION. CODE FOR SCIENCE AND SOCIETY INC 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 972145048 813791683 501(C)(3) 99412 TO SUPPORT WORK TO FURTHER MISSION. FRACTURED ATLAS INC PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 86957 TO SUPPORT WORK TO FURTHER MISSION. DIGITAL PUBLIC LIBRARY OF AMERICA 1 WASHINGTON MALL STE 1019 BOSTON MA 02108 461160948 501(C)(3) 54684 TO SUPPORT WORK TO FURTHER MISSION. SOFTWARE FREEDOM CONSERVANCY 137 MONTAGUE STREET BROOKLYN NY 11201 412203632 501(C)(3) 48750 TO SUPPORT WORK TO FURTHER MISSION. ARTFEMINISM INC 323 W 39TH STREET SUITE 912 NEW YORK NY 10018 832919353 501(C)(3) 44982 TO SUPPORT WORK TO FURTHER MISSION. WIKIJOURNAL 10134 AVALON VALLEY DRIVE DANBURY CT 06810 851545401 501(C)(3) 41999 TO SUPPORT WORK TO FURTHER MISSION. CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURG PA 152133890 250969449 501(C)(3) 40112 TO SUPPORT WORK TO FURTHER MISSION. THE AFRICA NARRATIVE 1717 N STREET NW STE 1 WASHINGTON DC 20036 000000000 501(C)(3) PENDING 39688 TO SUPPORT WORK TO FURTHER MISSION. WIKIMEDIA DC PO BOX 9822 WASHINGTON DC 20016 452106571 501(C)(3) 24508 TO SUPPORT WORK TO FURTHER MISSION. ACCESS NOW 34 W 27TH STREET 6TH FLOOR NEW YORK NY 10001 270597430 501(C)(3) 8000 TO SUPPORT WORK TO FURTHER MISSION. 13 1 SUPPORT FOR PROJECTS TO FURTHER MISSION 3 24689 FMV 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. WHEN AN APPLICANT IS AWARDED A GRANT AND BECOMES A GRANTEE, THE GRANTEE COMPLETES 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. SCHEDULE I, PART II, EIN THE AFRICA NARRATIVE'S EIN AND IRC SECTION 501(C)(3) STATUS IS CURRENTLY PENDING. ACCORDINGLY, WE'VE ENTERED 00-0000000 AS THE ORGANIZATION'S EIN. X X X X X 0 0 0 0 0 0 0 0 0 KATHERINE MAHER EXECUTIVE DIRECTOR (THRU 4/30/21) 404053 0 0 0 2286 0 5300 0 11679 0 423318 0 0 0 GRANT INGERSOLL CHIEF TECHNOLOGY OFFICER 318004 0 0 0 1333 0 11400 0 24786 0 355523 0 0 0 AMANDA KETON GENERAL COUNSEL & SECRETARY 313024 0 0 0 2340 0 9161 0 25767 0 350292 0 0 0 JAIME VILLAGOMEZ CFO & TREASURER 304179 0 0 0 4764 0 8343 0 30356 0 347642 0 0 0 JANEEN UZZELL CHIEF OPERATING OFFICER 311076 0 0 0 3642 0 11400 0 9950 0 336068 0 0 0 ANTHONY NEGRIN CHIEF PRODUCT OFFICER 287864 0 0 0 2192 0 11400 0 23460 0 324916 0 0 0 LISA SEITZ CHIEF ADVANCEMENT OFFICER 279103 0 0 0 2610 0 11224 0 30356 0 323293 0 0 0 ROBYN ARVILLE CHIEF TALENT/CULTURE OFFICER 275725 0 0 0 2610 0 9846 0 18398 0 306579 0 0 0 HEATHER WALLS CHIEF CREATIVE OFFICER 254815 0 0 0 2546 0 0 0 8265 0 265626 0 0 0 MARGARET NOVOTNY SENIOR DIRECTOR, DESIGN 217888 0 0 0 2685 0 7701 0 30274 0 258548 0 0 0 ANTHONY SEBRO DEPUTY GENERAL COUNSEL 217890 0 0 0 2503 0 7854 0 30290 0 258537 0 0 0 ERIKA BJUNE VP, ENGINEERING 217193 0 0 0 2856 0 8718 0 11578 0 240345 0 0 0 ANGELA REID VP, CMTY RES/SUST (FROM 07/21) 218161 0 0 0 3784 0 6951 0 681 0 229577 0 0 0 X 67 904637 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING 67 NUMBER OF CONTRIBUTIONS DURING THE YEAR. 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 HR COMMITTEE, A BOARD SUB-COMMITTEE IS RESPONSIBLE FOR APPROVING THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES. FOR 2020 COMPENSATION, THE BOARD OF TRUSTEES OR HR COMMITTEE, A BOARD SUB-COMMITTEE, ALL INDEPENDENT MEMBERS, REVIEWED THE PROPOSED COMPENSATION, AND MADE A DECISION BASED ON COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS. THE BOARD OF TRUSTEES OR HR COMMITTEE, A BOARD SUB-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 GRANT $ 304,349 WIKIMEDIA LLC 1209 ORANGE STREET WILMINGTON DE 19801 873824318 CHARITABLE DE 0 0 WIKIMEDIA FOUNDATION INC