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
2026-05-15
IRS object ID
202631359349308453
Schema version
2023v6.0
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)
Return2026-05-15T10:30:14+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 UNION ST STE 2300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012317ZIPCd
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
Signature2026-05-15SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW FRERKERPreparerPersonNm
PTINP01677675PTIN
Phone2063827777PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dhaval PatelBusinessNameLine1Txt

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 AffiliatesfalseGroupReturnForAffiliatesInd
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 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 Wikimedia projects.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$129,605,799CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$2,412,407CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$132,018,206CYTotalRevenueAmt
CY Grants And Similar Paid$2,878,345CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,170,684CYTotalFundraisingExpenseAmt
CY Other Expenses$2,106,672CYOtherExpensesAmt
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
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, 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 Wikimedia projects.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
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 (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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 FldALStatesWhereCopyOfReturnIsFldCd
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 FldAKStatesWhereCopyOfReturnIsFldCd
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)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Jimmy Wales
Chair3.0Yes (X)Yes (X)$0$0$0
Alexander M Farman-Farmaian
Director1.0Yes (X)$0$0$0
Annette Campbell-White
Director1.0Yes (X)$0$0$0
Doron Weber
Director2.0Yes (X)$0$0$0
Laura Duchatelet
Director1.0Yes (X)$0$0$0
Lisa Lewin
Director1.0Yes (X)$0$0$0
Mayree Clark
Director2.0Yes (X)$0$0$0
Michael Kim
Director1.0Yes (X)$0$0$0
Patricio Lorente
Director1.0Yes (X)$0$0$0
Peter Baldwin
Director1.0Yes (X)$0$0$0
Phoebe Ayers
Director2.0Yes (X)$0$0$0
Dhaval Patel
Treasurer28.0Yes (X)$0$0$0
Lisa Seitz
President12.0Yes (X)$0$0$0
Stephen Laporte
Secretary1.0Yes (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 ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$129,605,799AllOtherContributionsAmt
Noncash Contributions$106,313,739NoncashContributionsAmt
Total Contributions$129,605,799TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

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
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

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
Program Services$0ProgramServicesAmt
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

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

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)
EOY$1,316,644EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

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

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)
EOY$46,573EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$144,279,049EOYAmt

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 ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$129,605,799CurrentTaxYearAmt
Total$129,605,799TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
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)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$132,012,821TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$128,901,096ContributionsAmt
Investment Earnings Or Losses$19,673,250InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,878,345GrantsOrScholarshipsAmt
Other Expenditures$229,410OtherExpendituresAmt
Administrative Expenses$1,845,672AdministrativeExpensesAmt
End Year Balance$143,620,919EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
End Year Balance$0EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
End Year Balance$0EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
End Year Balance$0EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance$0EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0003BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.8975PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.1022TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$149,279,049TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$17,292,433NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$17,292,433RevenueNotReportedAmt
Revenue Subtotal$131,986,616RevenueSubtotalAmt
Investment Expenses Not Incld$31,590InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$31,590RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$132,018,206TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,953,427TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,953,427ExpensesSubtotalAmt
Investment Expenses Not Incld2$31,590InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$31,590ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,985,017TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE ENDOWMENT'S PURPOSE IS TO SUPPORT THE OPERATIONS AND ACTIVITIES OF THE WIKIMEDIA PROJECTS IN PERPETUITY - IT IS A FUND FOR WHICH THE PRINCIPAL IS NOT INTENDED TO BE SPENT, BUT IS INSTEAD USED TO GENERATE INCOME WHICH CAN THEN BE INVESTED IN THE WIKIMEDIA PROJECTS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE 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.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and 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)
RegionEurope (Including Iceland and Greenland)RegionTxt
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 CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE ENDOWMENT STAFF 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.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)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 Ste 1895AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient EIN200049703RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$2,600,000CashGrantAmt
Purpose Of GrantFor mediawiki improvements, abstract wikipedia, and exploring strategies for expanding beyond existing audiences.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE 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.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 RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 3 Delegation of management dutiesThe Wikimedia Foundation plans and executes the budget and financial operations of the Endowment, as well as supervises exempt operations. Dhaval Patel and Lisa Seitz are officers of the Endowment and were compensated by the Wikimedia Foundation during the 2023 calendar year. The Endowment reimburses the Wikimedia Foundation under a cost-sharing agreement. The amounts of reportable compensation received for services provided to the Endowment are: Dhaval Patel: $161,362 Lisa Seitz: $66,095
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing bodyMinutes were not taken at committee meetings during this fiscal year; however minutes are now taken at committee meetings as of fiscal year 2025-2026.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 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 revised 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, Line 12c Conflict of interest policyThe 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, Line 19 Required documents available to the publicThe audited financial statements are available on the Endowment's website: https://wikimediaendowment.org/#reports. The governing documents and conflict of interest policy are available at the Endowment's section on the Wikimedia Foundation website: https://foundation.wikimedia.org/wiki/endowment
Form 990, Part VII, Section A, Line 1a, Column (D) 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.
Form 990, Line B Amended ReturnThe return is amended to correct the following: - Part IV, Line 10 was updated to 'Yes' along with the required information completed on Schedule D, Part V. - Part VI, Section A, Line 3 was updated to 'Yes' with an explanation in Schedule O. - Part VI, Section A, Line 8b was updated to 'No' with an explanation in Schedule O. - Part X, Lines 27 and 28 were updated to report net assets with donor restrictions.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.