Wikimedia Endowment/ja

This page is a translated version of the page Wikimedia Endowment and the translation is 50% complete.
Outdated translations are marked like this.

About the Wikimedia Endowment

ウィキメディア基金の使命声明:

「知識へのアクセスは基本的な人権です。ウィキメディア基金は、現在も永続的にも自由に共有される知識の世界への永続的な公約です。」

ウィキメディア基金は、ウィキメディアプロジェクトの運営と活動を永続的に支援する収入創出の恒久的な預かり資産として機能することを目的とします。本基金は非営利団体の慈善基金を保有し管理する40年の実績を持つ公共慈善団体タイズ財団の下、集団行動基金 Fund として設立されました。本基金は2016年1月に創設、ウィキメディアプロジェクト群の支援募金1億ドルを最初の目標としました (ウィキペディア15周年)。資金はウィキメディアの使命をさらに促進するため、Tides Foundationからウィキメディア財団へもしくは Foundationが選択するその他の慈善団体に移転することができます。

The Endowment reached our initial $100 million goal in June 2021. The goal was set as part of a ten-year plan from 2016-2026.

ウィキメディア基金の詳細は wikimediaendowment.org を参照してください


基金助言理事会理事

ウィキメディア基金諮問委員会は、教育、技術、営利事業を含むさまざまな業界の献身的なボランティアで構成されます。各委員はウィキメディアのビジョンである、すべての知識の総計を自由に共有できる世界に貢献します。委員は洞察と指導を提供し、基金を通してウィキメディアの持続可能性を促進します。

ジミー・ウェールズ

ウィキメディア財団理事ジミー・ウェールズは2016年1月14日に委嘱されました(決議案)。

Internet and technology entrepreneur Jimmy Wales, is founder of the online non-profit encyclopaedia Wikipedia and co-founder of the privately owned Wikia, Inc. including its entertainment media brand, Fandom powered by Wikia. Wales serves on the board of trustees of the Wikimedia Foundation, the non-profit charitable organisation he established to operate Wikipedia. In April 2017, Jimmy launched WikiTribune - a news website involving professional journalists working alongside volunteers to curate fact checked and reliable articles. In 2006 Jimmy was named in Time magazine’s ‘100 Most Influential People in the World’ for his role in creating Wikipedia.

アネット・キャンベル=ホワイト

アネット・キャンベル=ホワイトは2016年5月11日に委嘱されました決議案)。

Annette Campbell-White is a recognized pioneer for women in the world of venture capital investment and a longtime supporter of the Wikimedia Foundation and its mission to make knowledge free and accessible to everyone.

Prior to retiring in 2015, Annette served as Founder and Senior Managing Partner of MedVenture Associates, a biomedical venture capital firm that invests in life-improving medical devices. Before that, Annette was the first biotechnology analyst on Wall Street and the first female partner at Hambrecht & Quist, a leading international banking firm. Annette has received prominent recognition for her business achievements, including being named on Forbes Midas List from 2005-2007.

Annette has also served on the boards of several performing arts associations, including the San Francisco Opera and Cal Performances, a major presenter of the performing arts at the University of California, Berkeley. In 1997, Annette established the Kia Ora Foundation to assist New Zealand students in postgraduate study in the fields of musical performance, science and engineering. In addition to scholarships, the Foundation funds special projects, which support activities involving New Zealand artists.

アネット・キャンベル=ホワイトの情報は財団ブログを参照してください

ピーター・ボールドウィン

ピーター・ボールドウィン2016年9月9日に委嘱されました

ピーター・ボールドウィン(en) はカリフォルニア大学ロランゼルス校の歴史学教授であり、ニューヨーク大学グローバル名誉教授であり、慈善事業アーケイディア財団の共同創設者でもあります。

Baldwin has long been dedicated to preserving cultural heritage, the environment, and supporting open access resources. In 2002, he and his wife Lisbet Rausing, both long-time Wikimedia Foundation supporters, founded Arcadia to focus on these missions. Since then, Arcadia has made grant commitments of over $363 million to charities and scholarly institutions globally that preserve cultural heritage and the environment, and promote open access.

ピーター・ボールドウィンは近代国家の発展史に取り組む著名な研究者でもあります。ボールドウィンの情報は財団ブログを参照してください

ニルス・クリスチャン・ニールセン

ニルス・クリスチャン・ニールセンは2017年2月13日に委嘱されました

Niels Christian Nielsen is a noted business leader in technology, research, and education. Niels is the Managing Director of the World Refugee School, a global initiative dedicated to bringing scalable, affordable, and quality education to the world’s refugee children. Prior to World Refugee School, Niels founded and served as the former CEO of Catenas, a venture to create a globally leading professional services corporation. He was part of the team that, through a sequence of mergers, created the Danish Technological Institute (DTI), a technology consultancy and industrial research lab. He has initiated a number of large strategic projects, involving multiple participants and public-private collaboration.

He designed the Danish Network Cooperation program and proposed the creation of the Learning Lab in Denmark, where he served as interim CEO and Board member.

Niels has also been involved in Green Tech initiatives through the Danish Energy Research Council, the Copenhagen Climate Council, the Turkish government’s Sustainable Growth Strategy for South East Anatolia, and large-scale green urban developments.

ニルス・クリスチャン・ニールセンの情報は財団ブログを参照してください

マイケル・キム

マイケル・キムは2017年6月5日に委嘱されました

Michael Kim is the founder and Managing Partner of Cendana Capital, an investment firm focused on early stage venture capital, and former trustee of the Asian Art Museum and San Francisco Employee Retirement System.

In addition to his expertise in investment strategy and venture capital, Michael is actively involved in arts and public service in San Francisco, where he and his family reside. In 2004, he was appointed by then San Francisco Mayor Gavin Newsom to a five year term as a Trustee of the San Francisco Employee Retirement System, a $20 billion pension fund, and served as the President of the board and the Chairman of the Investment Committee.

マイケル・キムの情報は財団ブログを参照してください

Patricio Lorente

Patricio Lorente was appointed on 22 July 2021.

Patricio Lorente of City Bell, Argentina is a scholar devoted to outreach activities in education. He is currently the General Secretary of Administration of the National University of La Plata. Lorente joined Spanish Wikipedia as an editor in early 2005 and has been an administrator since 2006. He is a founding member of Wikimedia Argentina and served as president from 2007 - 2012. Lorente was selected as a Wikimedia Foundation Board Trustee in the years 2012, 2014, and 2016, and he served as chair of the Wikimedia Foundation Board from July 2015 through June 2016.

Doron Weber

Doron Weber was appointed on 22 July 2021.

Doron Weber currently serves as Vice President of Programs at the Alfred P. Sloan Foundation. Weber is a graduate of Brown University (B.A). and studied at the Sorbonne and Oxford University (M.A., 1981), where he was a Rhodes Scholar. At the Sloan Foundation, he runs the Public Understanding of Science and Technology Program, with national programs in science and the arts, and the Universal Access to Knowledge Program, which has supported the Wikimedia Foundation since 2008. A published author, Doron has been a Wikimedia Foundation Board Visitor since 2011, mentored by Jan-Bart de Vreede.

Phoebe Ayers

Phoebe Ayers was appointed on 7 August 2021.

Phoebe Ayers is a long-time editor in English Wikipedia, Commons, Wikidata, WikiVoyage, and elsewhere. A former WMF trustee, she has been a long-time participant in Wikimedia Foundation governance, as well as community events, including many Wikimanias, and outreach to educators and librarians. Phoebe has been an academic reference librarian in the science and engineering library at Massachusetts Institute of Technology since 2015. Prior, she was a librarian in the Physical Sciences & Engineering Library at the University of California, Davis.

基金

基金の投資方針

ウィキメディア基金はウィキメディアのプロジェクト群の恒久的な預かり資産として機能し、その運営と活動を永続的に支援する収入を生み出すことを目指します。初期の募金期間中は、この投資方針でウィキメディア基金を導きます。ファンド資産が1,000万ドルに達するとこの方針が有効になり、ファンド資産が3300万ドルに達すると再検討されます。

リターンとリスクの予想

この初期段階では生みだすリターンを機関投資家の認識するベンチマークと一致させるため、ウィキメディア基金はグローバルなパッシブ投資市場インデックスのパフォーマンスを追跡しようとしています。このベンチマークは、世界株式の配分66%、ソブリン債および投資適格米国債の配分20%および不動産投資信託(以下「REIT」)の配分9%に基づいて行われます。ウィキメディア基金はより高い収益を追求する上で主要なリスクを負うように設計されていますが、それには流動性が求められる可能性があります。

流動性

ウィキメディア基金の投資はすべて流動性が高くなります。一般的な投資には上場投資信託(ETF)やバンガード・グループなど業界リーダーによって管理される投資信託が含まれます。適切な有価証券を選択する際には、運用資産、買呼値スプレッドおよびその他の流動性指標が考慮されます。一般的に積立金は避けられます。これらの商品の現金決済は通常、取引執行後1〜3日です。

投資ガイドライン

ウィキメディア基金は流動性のニーズを満たすため、投資信託とETFの両方の形式で、低コストのパッシブインデックスファンドを使用して、株式75%および債務ポートフォリオ20%をターゲットにします。

ベンチマーク

ウィキメディア基金は受動的な投資プールとして始まり、業績はその目標ウェイトに比例させ、投資先ファンドのベンチマークと比較します。

資産クラス ベンチマーク ターゲット配賦
US Equities (証券) CRSP US 総合市場指標 31%
Non-US Developed Equities (米国外で開発された株式) FTSE Global All Cap ex US (FTACXUSSU) 27%
新興市場株式 FTSE Emerging Markets All Cap 8%
US Government & Investment-Grade Debt バークリー総合債権インデックス 20%
ジェネラル・グロース・プロパティーズ MSCIアメリカ不動産投資信託 9%
Cash Not applicable 5%

Target allocations updated as of September 20, 2021.

ウィキメディア基金はこの配分を定期的に見直し、適切なリスク調整後収益を確実にもたらすようにします。

制限の再調整

ウィキメディア基金は資産配分を目標配分の3%以内に維持するため (すなわち33%目標は30%から36%の間に留まる)、必要に応じて配分を見直します。

- 2017年1月6日採用

基金投資の持続可能性格付け

The Wikimedia Endowment is invested through the Tides Foundation, which is committed to achieving an impact-driven portfolio. The Wikimedia Endowment is invested only in funds that have been reviewed by Tides and meet its environmental, social, and governance (ESG) factors.

According to its Investment Policy, Tides “conducts its investment management process with the recognition that its responsibility includes not only the traditional goals of maximizing return and minimizing risk, but also a focus on utilizing its investment capital to achieve a world of shared prosperity and social justice, founded on equality and human rights, a sustainable environment, healthy individuals and communities, and quality education.”

ウィキメディア基金はタイズ財団を通じて投資されており、環境、社会、企業統治 (ESG) 要因に関する投資オプションのすべてを審査しています。モーニングスター格付 Morningstar Sustainability Ratings (モーニングスター格付) はESGに基づいて評価した資金を1〜5個の星 (実際には地球儀) で評価します。5つ星がESG要因で最優良です。このESG指標に従う基金の投資は以下のように評価されます。

  • 「5つ星」ファンドは基金の33%
  • 「4つ星」ファンドは基金の25%
  • 「3つ星」ファンドは基金の32%
  • モーニングスター未評価は基金の10%

FAQs

1. What is the Wikimedia Endowment?

The purpose of the Wikimedia Endowment is to act as a permanent safekeeping fund to generate income to support the operations and activities of the Wikimedia projects in perpetuity. The Endowment was launched in January 2016 (on the 15th anniversary of Wikipedia) with the initial goal of raising $100 million USD to support the Wikimedia projects.
1.1. What is an endowment in general?
An endowment is a (usually) permanent fund used to support an organization or a cause in perpetuity, meaning for a long period with an undefined end. Organizations with endowments usually invest the endowment funds in financial holdings, and then spend or use the interest or investment incomes produced each year. This allows the endowment to provide financial support for a long period of time.
1.2. What are the industry's best practises around endowments in the US nonprofit sector?
In the nonprofit sector, endowments are considered an important part of good financial planning for organizations that aspire to continue fulfilling their nonprofit mission for the long-term. While organizations look to annual fundraising and other revenue streams to support their day-to-day operations, they look to endowments to support their long-term goals. Knowing that there will be a steady stream of funds across multiple years helps organizations plan for more ambitious and long term projects. It is common for organizations to build their endowments to a defined large amount before starting to use them as a funding source.

2. What is the impact of reaching the initial $100 million goal?

The Wikimedia Endowment was created in order to ensure a sustainable future for the Wikimedia projects and invest in their growth. With this milestone, the Wikimedia movement will have a critical base level of financial support to continue to flourish and thrive for many years to come. It is a permanent fund that will ensure that we continue to provide free knowledge to the world in times of economic uncertainty or crisis, and will serve as a springboard for innovation during good times. Because of the Wikimedia Endowment, we can focus on growth, making long-term planning decisions, and invest in new initiatives with greater confidence. We are also able to provide our donors and volunteers with the assurance that their investment will be protected for generations to come.

3. What is the strategic purpose of the Wikimedia Endowment? How will the Endowment support Wikimedia projects?

Like the many colleges and universities with endowments, Wikimedia projects will always be in the business of educating people. And we do it for free. To protect our ability to do this long-term, we set out to raise an initial goal of $100 million for the Wikimedia Endowment. Income generated from the investments made by the Wikimedia Endowment will be used as a stable funding source for the Wikimedia projects in perpetuity. Investment income from the Endowment can now be used for work that supports Wikipedia and Wikimedia projects. The Endowment Board will be sharing more about its strategy for how funds will be spent in the coming year.  

4. How are the Wikimedia communities represented in the Wikimedia Endowment?

Similar to the Wikimedia Foundation board of trustees, there are now seats dedicated to Wikimedia community members on the Endowment Advisory Board.  We are excited to welcome Phoebe Ayers and Patricio Lorente with their deep experience in the Wikimedia communities to the Endowment Board. We will be sharing more details about the Endowment board in early 2022.

5. How is the Wikimedia Endowment set up legally and what is a 501(c)(3)?

A 501(c)(3) organization is a corporation, trust, unincorporated association or other type of organization exempt from federal income tax under section 501(c)(3) of Title 26 of the United States Code. It is one of the 29 types of 501(c) nonprofit organizations in the US. The Wikimedia Foundation and Wikimedia Endowment Board have announced plans to move the Wikimedia Endowment, currently managed by the Tides Foundation as a Collective Action Fund, into its own separate 501(c)(3) organization governed by the Wikimedia Endowment Board. The move will help solidify the independence of the Wikimedia Endowment, allowing its management and investments to be aligned directly to the needs of the Wikimedia projects. The application to move the Endowment to a separate 501(c)(3) is currently before the Internal Revenue Service (IRS).

6. How is the Wikimedia Endowment money invested?

Currently, the Wikimedia Endowment is invested through the Tides Foundation which has an ESG (Environmental, social and corporate governance) investing mandate for responsible investing. More about the Wikimedia Endowment’s current investment policy is available below. As the Wikimedia Endowment moves to its own public charity, it is likely that this policy will be revised. More information on that will be shared when and if changes are made.

7. How much investment income do you anticipate the Endowment will generate?

Investment income will vary from year to year based on the performance of Wikimedia Endowment’s portfolio and general market conditions. The Endowment Board will be sharing more about its plans in the coming year.

8. What is the difference between the Endowment and annual fundraising campaigns led by the Wikimedia Foundation?

In the nonprofit sector, endowments are considered an important part of proactive financial planning for organizations that aspire to continue fulfilling their mission for the long-term. While organizations look to annual fundraising and other revenue streams to support their day-to-day operations, they look to endowments to support their long-term goals and mission. While the Endowment does not replace our need to raise our annual fund to support day to day operations, it does give us more resiliency and it is a testament to the value that so many people place on the need for knowledge.

9. How does the planned giving initiative work and how does this impact the Endowment?

The Endowment was first established thanks to a legacy gift by Jim Pacha, who generously donated much of his estate to seed its initial funding. Today, more than 1,400 members of the Wikipedia Legacy Society have committed to leave a portion of their estate to the Wikimedia Endowment. Gifts in wills provide donors with an opportunity to continue making an impact for generations to come. Their planned, future gifts will provide another stream of donations to ensure the Endowment’s growth and independence.

会合

Updates

背景