Financial reports: Difference between revisions
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== 2015–16 fiscal year ==
Full year financial statements, audited by [http://kpmg.com KPMG]:
* [[Media:Wikimedia Foundation Audit Report - FY15-16.pdf|Financial statements, years ending June 30, 2016 and 2015]] (PDF)
* [[2015-2016 Audit Questions and Answers|Questions and Answers]]
Annual financial plan
* [[2015-2016 Annual Plan]] ([[Media:WMF2015-16AnnualPlan.pdf|PDF]])
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Revision as of 17:02, 20 October 2016
2015–16 fiscal year
Full year financial statements, audited by KPMG:
Annual financial plan
2014–15 fiscal year
Full year financial statements, audited by KPMG:
Mid-year financial statements
Annual financial plan
Annual filing with the IRS
- Form 990 FY 2014-2015 (PDF)
- 2014 Form 990 FAQ (PDF)
- 2014 Form 990 FAQ (Meta-Wiki)
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