Financial reports
Contents
- 1 2015–16 fiscal year
- 2 2014–15 fiscal year
- 3 2013–14 fiscal year
- 4 2012–13 fiscal year
- 5 2011–12 fiscal year
- 6 2010–11 fiscal year
- 7 2009–10 fiscal year
- 8 2008–9 fiscal year
- 9 2007–8 fiscal year
- 10 2006–7 fiscal year
- 11 Prior years
- 12 Audit Committee
- 13 Grant Review Protocols
- 14 Investment Policy
- 15 Investment Reports
- 16 Request for Proposals (RFP)
- 17 Tax Deductibility
- 18 Archives
2015–16 fiscal year
Annual financial plan
2014–15 fiscal year
Full year financial statements, audited by KPMG:
Mid-year financial statements
Annual financial plan
2013–14 fiscal year
Full year financial statements, audited by KPMG:
Mid-year financial statements
Annual financial plan
Annual filing with the IRS
- Form 990 FY 2013-2014 (PDF)
- 2013 Form 990 FAQ (PDF)
2012–13 fiscal year
- 2012-2013 Annual Report (PDF)
Full year financial statements, audited by KPMG:
- Financial statements, years ending June 30, 2013 and 2012 (PDF)
- Financial statements, years ending June 30, 2013 and 2012 (Wiki)
- Questions and Answers (PDF)
Mid-year financial statements
Annual financial plan
Annual filing with the IRS
- Form 990 FY 2012-2013 (PDF)
- 2012 Form 990 FAQ (Wiki)
2011–12 fiscal year
- 2011-2012 Annual Report (PDF)
Full year financial statements, audited by KPMG:
- Financial statements, years ending June 30, 2012 and 2011 (PDF)
- Financial statements, years ending June 30, 2012 and 2011 (Wiki)
- Questions and Answers (PDF)
Mid-year financial statements
- Financial Statements, July 1, 2011 to December 31, 2011 (PDF)
- Financial Statements, July 1, 2011 to December 31, 2011 (Wiki)
- Questions and Answers (PDF)
Annual financial plan
Annual filing with the IRS
- Form 990 FY 2011-2012 (PDF)
- 2011 Form 990 FAQ (Wiki)
2010–11 fiscal year
Annual Report
- 2010-2011 Annual Report (PDF)
Full year financial statements, audited by KPMG:
- Financial statements, years ending June 30, 2011 and 2010 (PDF)
- Financial statements, years ending June 30, 2011 and 2010 (Wiki)
- Questions and Answers (PDF)
Mid-year financial statements
Annual financial plan
Annual filing with the IRS
- Form 990 FY 2010-2011 (PDF)
- 2010 Form 990 FAQ (Wiki)
2009–10 fiscal year
Annual Report
- 2009-2010 Annual Report (PDF)
Full year financial statements, audited by KPMG:
Mid-year financial statements
Annual financial plan
Annual filing with the IRS
2008–9 fiscal year
Annual Report
- 2008-2009 Annual Report (PDF)
Full year financial statements, audited by KPMG:
Mid-year financial statements
Annual financial plan
Annual filing with the IRS
2007–8 fiscal year
Annual Report
Full year financial statements, audited by KPMG:
Mid-year financial statements
Annual filing with the IRS
2006–7 fiscal year
Full year financial statements, audited by Gregory, Sharer & Stuart:
- Financial statements, year ending June 30, 2007 (158KB, PDF)
- Letter from Florence Devouard regarding the 2006-2007 Financial Statements
Annual filing with the IRS
Prior years
Full year financial statements, audited by Gregory, Sharer & Stuart:
Annual filing with the IRS
Audit Committee
Grant Review Protocols
- Grants Compliance Team - Protocol for International Grants
- On Site Financial Review Protocol
- On Site Financial Review Summary of Results
- Watchlist Match Protocol
Investment Policy
- Investment Guidance
- Wikimedia Foundation Investment Policy
- File:Wikimedia Foundation Investment Policy.pdf
Investment Reports
- US Trust Short Term and Long Term WMF Investments Performance March 2015
- US Trust Short Term and Long Term WMF Investments Performance June 2015
- US Trust Short Term and Long Term WMF Investments Performance September 2015
Request for Proposals (RFP)
- Wikimedia Foundation Request for Proposal Investment Advisory Services
- RFP for Real Estate Services
- RFP for Audit, Tax and Consulting Services for Fiscal Years ending June 30, 2016, 2017, 2018
Tax Deductibility
