BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202421369349103667
Schema version
2023v5.0
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)
Return2024-05-15T13:15:14-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711048702EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERTELSMANN FOUNDATION (NA) INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERTBusinessNameControlTxt
Phone2023841980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11108 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOZEFINA IRENE BRAAMPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2023841980PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOZEFINAPersonFirstNm
Person LastIRENE BRAAMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALYCIA SOLECKIPreparerPersonNm
PTINP01272637PTIN
Phone2155614200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,265,782FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,259,837ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$3,259,837TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$402,652CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$402,652CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$921,079OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$931,469OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$200,044PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$186,663PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,533LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,533LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$31,452AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$31,452AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$382,667OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$382,667OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$80,326TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$80,345TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$106,700DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$2,979OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$2,979OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$300,391TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$300,439TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$673,911OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$672,164OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,104,734TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,993,363TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,125,034TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,013,663TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$134,803ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,933,000CashBOYAmt
Cash EOY$2,026,421CashEOYAmt
Cash EOYFMV$2,026,421CashEOYFMVAmt
Prepaid Expenses BOY$36,115PrepaidExpensesBOYAmt
Prepaid Expenses EOY$133,579PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$133,579PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,242,204LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,136,422LandBldgEquipAccumDeprecAmt
Land BOY$157,174LandBOYAmt
Land EOY$105,782LandEOYAmt
Land EOYFMV$105,782LandEOYFMVAmt
Total Assets BOY$2,126,289TotalAssetsBOYAmt
Total Assets EOY$2,265,782TotalAssetsEOYAmt
Total Assets EOYFMV$2,265,782TotalAssetsEOYFMVAmt
Accounts Payable BOY$141,080AccountsPayableBOYAmt
Accounts Payable EOY$145,770AccountsPayableEOYAmt
Total Liabilities BOY$141,080TotalLiabilitiesBOYAmt
Total Liabilities EOY$145,770TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,985,209NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,120,012NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,985,209TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,120,012TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,126,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,265,782TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,985,209TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$134,803ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,120,012SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,120,012TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BFNA.ORGWebsiteAddressTxt
Individual With BooksFAITH GRAYIndividualWithBooksNm
Phone2023841980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11108 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LIZ MOHN
1108 16TH STREET NWWASHINGTONDC20036PRESIDENT & DIRECTOR1.00$0$0$0
JOZEFINA IRENE BRAAM
1108 16TH STREET NWWASHINGTONDC20036DIRECTOR & FIRST VP35.00$349,120$53,532$0
MARKUS DOHLE
1108 16TH STREET NWWASHINGTONDC20036DIRECTOR1.00$0$0$0
RALPH HECK
1108 16TH STREET NWWASHINGTONDC20036DIRECTOR1.00$0$0$0
STEPHEN SZABO
1108 16TH STREET NWWASHINGTONDC20036DIRECTOR1.00$0$0$0
WILFRIED UHR
1108 16TH STREET NWWASHINGTONDC20036DIRECTOR & SECRETARY/TREASURER1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
FAITH GRAY
1108 16TH STREET NWWASHINGTONDC20036DIRECTOR ADMIN35.00$196,381$53,808$0
ANTHONY SILBERFELD
1108 16TH STREET NWWASHINGTONDC20036TRANSATLANTIC REL DR35.00$192,080$34,544$0
SAMUEL PUTTER-GEORGE
1108 16TH STREET NWWASHINGTONDC20036GLOBAL/DIGITAL ADVIS35.00$110,560$25,482$0
COURTNEY FLYNN MARTINO
1108 16TH STREET NWWASHINGTONDC20036SR MANAGER, TRANSATL35.00$74,310$13,821$0
MEGAN LONG
1108 16TH STREET NWWASHINGTONDC20036PROJECT COORDINATOR35.00$72,110$14,180$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
SQUIRRO AMERICAS INC
902 BROADWAYNEW YORKNY10010WEB DEVELOPMENT$262,960
CULTIVATE LABS
747 N LASALLE UNIT 220CHICAGOIL60654WEB DEVELOPMENT$86,719
STICHTING ARE WE EUROPE
RESEARCH & DEVELOPMENT$68,578VEEMKADE 518HE AMSTERDAM 1018NL
ANDREW KEEN PRODUCTIONS
1937 CARLETON STREET UNIT CBERKELEYCA94704VIDEO FILMING & PRODUCTION$63,023
THEOHARIS MANAGEMENT
5724 GENERAL WASHINGTON DRIVEALEXANDRIAVA22312BLDG OPER. EXP. & CONDO INSURANCE$62,520
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ADMINISTRATION - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2023) FOR FURTHER INFORMATION.Description1Txt
Expenses1$1,759,936Expenses1Amt
Description2TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2023) FOR FURTHER INFORMATION.Description2Txt
Expenses2$1,194,742Expenses2Amt
Description3BFNA GENERAL EVENTS - SEE BERTELSMANN FOUNDATION PROJECT SUMMARIES (2023) FOR FURTHER INFORMATION.Description3Txt
Expenses3$173,087Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,230,239AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,230,239TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,230,239AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,454CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,196,785NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,839MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,013,663ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,013,663QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$17,954Year2Amt
Year3$5,775Year3Amt
Total$23,729TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$15,261Year2Amt
Year3$4,909Year3Amt
Total$20,170TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$3,013,663CurrentYearAmt
Year1$3,115,400Year1Amt
Year2$2,459,692Year2Amt
Year3$2,722,795Year3Amt
Total$11,311,550TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$3,013,663CurrentYearAmt
Year1$3,115,400Year1Amt
Year2$2,459,692Year2Amt
Year3$2,722,795Year3Amt
Total$11,311,550TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$73,226CurrentYearAmt
Year1$70,741Year1Amt
Year2$61,861Year2Amt
Year3$65,241Year3Amt
Total$271,069TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GERMAN MARSHALL FUND OF THE US
1744 R STREET NWWASHINGTONDC20009NONEPCGMF CITIES PROJECT$10,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA021385759NONEPCSUPPORT HARVARD'S 2023 EUROPEAN CONFERENCE$10,000
ST ALBAN'S EPISCOPAL CHURCH
3001 WISCONSIN AVENUE NWWASHINGTONDC20016NONEPCREHEARSAL FACILITIES FOR NEUE STIMEN CONCERT WITH GERMAN AMBASSADORS$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorForeignAddress/AddressLine1TxtCityContributorForeignAddress/CityNmProvince Or StateContributorForeignAddress/ProvinceOrStateNmCountryContributorForeignAddress/CountryCdForeign PostalContributorForeignAddress/ForeignPostalCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCd
BERTELSMANN STIFTUNG
1CARL-BERTELSMANN-STRASSE 256GUETERSLOHGUETERSLOHGM33311$3,247,436Yes (X)
EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY
2$12,400Yes (X)4645 RESERVOIR RD NWWASHINGTONDC20007

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & AUDITINGCategoryTxt
Amt$31,452Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$31,452DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE DISTRICT OF COLUMBIA DESIGNATED TAXING AUTHORITY DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH ITS AGENCY.ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (5 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
DEPRECIATION EXPENSEFORM 990-PF, PART I, LINE 19DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $42,421COMPUTER SOFTWARE $29,520LEASEHOLD IMPROVEMENTS $34,759 ---------DEPRECIATION EXPENSE $106,700 ========
DIRECT CHARITABLE ACTIVITYFORM 990-PF, PART VIII-ABERTELSMANN FOUNDATION PROJECT SUMMARIES & EVENTS (2023)ADMINISTRATION (CC 100)HOW TO FIX DEMOCRACYSINCE ITS ORIGINS, DEMOCRACY HAS BEEN A WORK IN PROGRESS, AND TODAY, MANY QUESTION ITS RESILIENCE. IN RESPONSE, THE BERTELSMANN FOUNDATION TEAMED UP WITH HUMANITY IN ACTION TO LAUNCH A VIDEO AND PODCAST SERIES THAT EXPLORED SOLUTIONS TO THE CHALLENGES DEMOCRACY FACES AROUND THE WORLD. HOST ANDREW KEEN INTERVIEWED PROMINENT ECONOMISTS, POLITICIANS, AUTHORS, ACADEMICS, AND LEADERS AS THE SERIES SOUGHT THE ANSWERS TO HOW TO FIX DEMOCRACY. IN 2023, SEASON FIVE INCLUDED PODCASTS AND VIDEO EPISODES COVERING 100 YEARS OF AMERICAN DEMOCRACY BETWEEN 1924 AND 2024. THE SEASON UNCOVERED THE COMPLEXITIES OF U.S. HISTORY AND ASKED DISTINGUISHED GUESTS WHY IT REMAINS THE MOST ICONIC AND YET MISUNDERSTOOD DEMOCRATIC SYSTEM IN THE WORLD. THE SEASON FEATURED INTERVIEWS WITH ADAM HOCHSCHILD, ROBERT KAGAN, ALIDA BLACK, PAUL SPARROW, AND OTHERS.LEADERSHIP IN ACTIONTHE BERTELSMANN FOUNDATION PARTNERED WITH THE ASPEN MINISTERS FORUM TO CREATE THE THIRD SEASON OF OUR JOINT ANIMATED VIDEO SERIES CALLED LEADERSHIP IN ACTION, WHICH LEVERAGES THE EXPERIENCE OF FORMER GOVERNMENT OFFICIALS DURING TIMES OF CRISIS. SEASON THREE INCLUDED TZIPI LIVNI DISCUSSING THE ISRAELI-PALESTINIAN PEACE NEGOTIATIONS, UGANDAN OPPOSITION LEADER BOBI WINE ON THE FUTURE OF DEMOCRACY IN HIS COUNTRY, AND JAN ELIASSON RECOUNTING INCIDENTS OF RESOLVING CONFLICTS AROUND THE GLOBE. EACH EPISODE IS ACCOMPANIED BY AN EDUCATION GUIDE DESIGNED FOR STUDENTS AND TEACHERS FROM THE SECONDARY SCHOOL LEVEL THROUGH HIGHER EDUCATION TO ENGAGE WITH AND BENEFIT FROM THIS CONTENT.THIS PROJECT ALSO ACCOMPANIED THE BERTELSMANN FOUNDATION'S PARTICIPATION IN THE ANNUAL ASPEN MINISTERS FORUM MEETING. IN 2023, THIS MEETING TOOK PLACE IN COPENHAGEN AND GATHERED 25 FOREIGN MINISTERS REPRESENTING EVERY CONTINENT ON EARTH TO DISCUSS THE HOT SPORT IN GLOBAL AFFAIRS FOR THE YEAR AHEAD. NEUE STIMMENTHE BERTELSMANN FOUNDATION AND THE GERMAN EMBASSY HOSTED THEIR ANNUAL NEUE STIMMEN CONCERT AND DINNER EVENT. THIS GATHERING BROUGHT TOGETHER KEY FIGURES FROM GERMAN-AMERICAN CULTURAL, POLITICAL AND BUSINESS NETWORKS FOR AN EVENING OF MUSIC AND CONVERSATION. THE CENTERPIECE OF THIS EVENT FEATURED FOUR OPERA SINGERS FROM THE NEUE STIMMEN INTERNATIONAL COMPETITION.NEUE STIMMEN CONCERT & DINNER, GERMAN AMBASSADOR'S RESIDENCE, WASHINGTON, DC (DECEMBER 4, 2023): THE BERTELSMANN FOUNDATION AND THE GERMAN EMBASSY HOSTED THEIR ANNUAL NEUE STIMMEN CONCERT AND DINNER EVENT ON DECEMBER 4. THE GATHERING BROUGHT TOGETHER KEY FIGURES FROM THE GERMAN-AMERICAN CULTURAL, POLITICAL, AND BUSINESS NETWORK FOR AN EVENING OF MUSIC AND CONVERSATION. THE CENTERPIECE OF THIS EVENT FEATURED OPERA SINGERS FROM THE NEUE STIMMEN INTERNATIONAL COMPETITION.VIDEOS/NO COLLAR ECONOMYIN 2023, THE BERTELSMANN FOUNDATION CONTINUED ITS WORK IN THE DOCUMENTARY FILM, ANIMATION, AND WRITTEN CONTENT SPHERE WITH A SPECIFIC FOCUS ON ECONOMIC, POLITICAL, SOCIAL AND DIGITAL ISSUES. SPECIFICALLY, THE BERTELSMANN FOUNDATION PRODUCED THE DOCUMENTARY FILM TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, A FILM THAT FOCUSES ON THE IMPACT OF CHINESE INVESTMENT IN SERBIA AND MONTENEGRO. AFTER COMPLETING THE FILM, THE BERTELSMANN FOUNDATION ORGANIZED A SERIES OF SCREENING EVENTS AT UNIVERSITIES AND ORGANIZATIONS IN THE U.S. AND EUROPE, INCLUDING A SERIES OF SCREENINGS HOSTED BY THE U.S. DEPARTMENT OF STATE AT THE FOREIGN SERVICE INSTITUTE. ADDITIONALLY, AS PART OF THE NO COLLAR ECONOMY PROJECT, THE BERTELSMANN FOUNDATION COMPOSED THE LONG FORM STUDY HOTSPOTS: THE INTERNET AND COLLECTIVE ACTION IN AUTHORITARIAN SETTINGS. THIS STUDY INVESTIGATED HOW ACCESS TO DIGITAL TOOLS HAS IMPACTED CIVIL SOCIETY IN COUNTRIES UNDER AUTHORITARIAN CONTROL. PRIOR TO RELEASING THE PAPER, BFNA HOSTED A ROUNDTABLE EXPERT DISCUSSION TO PRESENT THE FINDINGS. ADDITIONAL PROJECT WORK INCLUDED A NEW SEASON OF TALKING TRANSATLANTIC AFFAIRS, IN WHICH BFNA INTERVIEWED A SERIES OF YOUNG EUROPEAN LEADERS ON CRITICAL ASPECTS OF THE TRANSATLANTIC RELATIONSHIP. IN COLLABORATION WITH BFNA'S DEMOCRACTIC RESEARCH & INNOVATION LAB PROJECT, THE NO COLLAR ECONOMY PROJECT HELPED TO PRODUCE THE BERTELSMANN FOUNDATION DOCUMENTARY AGORA, WHICH FOCUSED ON THE AFTERMATH OF THE GREEK FINANCIAL CRISES IN ATHENS. AS PART OF THE PROJECT, THE BERTELSMANN FOUNDATION BEGAN FILMING ON A NEW DOCUMENTARY THAT FOCUSES ON THE IMPORTANCE OF RAW MATERIALS IN THE LITHIUM BATTERY. THIS DOCUMENT WILL BE RELEASED IN 2024. FINALLY, THE INITIATIVE ALSO FOCUSED ON OUTREACH FOR ITS CONTENT, HOLDING OVER 50 SCREENING EVENTS WITH SCHOOLS, UNIVERSITIES, THINK-TANKS, NON-PROFIT ORGANIZATIONS, LOCAL GROUPS AND FILM FESTIVALS. THESE SCREENING EVENTS WERE ALWAYS FOLLOWED BY PANEL DISCUSSIONS FEATURING EXPERTS AND WELL AS COMMUNITY STAKEHOLDERS. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, ARCHITECTURE & DESIGN FILM FESTIVAL, WASHINGTON, DC (JANUARY 29, 2023): THE ARCHITECTURE & DESIGN FILM FESTIVAL SCREENED THE BERTELSMANN FOUNDATION "BARRY FARM" AT THE NATIONAL BUDLING MUSEUM IN WASHINGTON, DC. AFTER THE FILM, BERTELSMANN FOUNDATION GLOBAL MARKETS AND DIGITAL ADVISOR SAMUEL GEORGE MODERATED A PANEL THAT ALSO FEATURED THE FILM'S CO-DIRECTOR, SABIYHA PRINCE, FORMER BARRY FARM RESIDENT COLEMAN HALL, AND HISTORIAN AND PRESERVATIONIST DR. GRETA FULLER. THE EVENT EVIDENCED THE BERTELSMANN FOUNDATION'S IMPACT ON GENERATING INCLUSIVE AND DIVERSE CONVERSATIONS AROUND INTERESTS OF TRANS-ATLANTIC INTEREST, IN THIS CASE, HOUSING RIGHTS AND CIVIL RIGHTS. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, DC PRESERVATION LEAGUE, WASHINGTON, DC (JANUARY 29, 2023): THE DC PRESERVATION LEAGUE SCREENED THE BERTELSMANN FOUNDATION DOCUMENTARY "BARRY FARM" AT THE OCTAGON MUSEUM IN WASHINGTON, DC. AFTER THE FILM, BERTELSMANN FOUNDATION GLOBAL MARKETS AND DIGITAL ADVISOR SAMUEL GEORGE JOINED A PANEL THAT ALSO FEATURED THE FILM'S CO-DIRECTOR, SABIYHA PRINCE, AND HISTORIAN SARAH SCHOENFELD. THE EVENT EVIDENCED BERTELSMANN FOUNDATION'S IMPACT ON GENERATING INCLUSIVE AND DIVERSE CONVERSATIONS AROUND INTERESTS OF TRANS-ATLANTIC INTEREST, IN THIS CASE, HOUSING RIGHTS AND CIVIL RIGHTS. SCREENING OF GO-GO CITY: DISPLACEMENT & PROTEST IN WASHINGTON, NATIONAL COMMUNITY REINVESTMENT COALITION, WASHINGTON, DC (FEBRUARY 2, 2023): THE NATIONAL COMMUNITY REINVESTMENT COALITION (NCRC) HOSTED A SCREENING OF THE BERTELSMANN FOUNDATION DOCUMENTARY "GO-GO CITY: DISPLACEMENT & PROTEST IN WASHINGTON, DC". THE SCREENING WAS PART NCRC'S "JUST ECONOMY" SERIES OF CONTENT. FOLLOWING THE FILM, IBIJOKE AKINBOWALE, NCRC'S DIRECTOR OF COMMUNITY IMPACT, LED A CONVERSATION WITH THE BERTELSMANN FOUNDATION'S SAMUEL GEORGE. THE CONVERSATION ALSO FEATURED EXTENSIVE INPUT AND QUESTION AND ANSWERS WITH THE AUDIENCE. THE EVENT DEMONSTRATED THE FOUNDATION'S IMPACT IN APPLYING ITS INTERNATIONAL AREAS OF INTEREST SUCH AS GOOD GOVERNANCE AND ECONOMIC INCLUSION TO THE LOCAL SETTING. THE EVENT ALSO DEMONSTRATED THE FOUNDATION'S ABILITY TO USE MULTI-MEDIA OUTPUTS TO GENERATE AN INCLUSIVE CONVERSATION AND TO BRING DIFFERENT STAKEHOLDERS TO THE TABLE.SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, DC PUBLIC LIBRARY'S MT. PLEASANT BRANCH, WASHINGTON, DC (FEBRUARY 4, 2023): THE DC PUBLIC LIBRARY'S MT. PLEASANT BRANCH HOSTED A SCREENING OF THE BERTELSMANN FOUNDATION AND DC LEGACY PROJECT DOCUMENTARY "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC". THE EVENT WAS PART OF AN ONGOING COLLABORATION BETWEEN THE BERTELSMANN FOUNDATION AND THE DC LIBRARY USING BERTELSMANN FOUNDATION DOCUMENTARIES TO SPUR CONVERSATION. FOLLOWING THE FILM, THE FILM'S DIRECTORS, SABIYHA PRINCE AND BERTELSMANN FOUNDATION'S SAMUEL GEORGE, PARTICIPATED IN A MODERATED CONVERSATION ON THE FILM, THAT ALSO FEATURED QUESTIONS FROM THE AUDIENCE. THE EVENT DEMONSTRATED THE FOUNDATION'S ABILITY TO USE MULTI-MEDIA OUTPUTS TO GENERATE AN INCLUSIVE AND DIVERSE CONVERSATION AND TO BRING DIFFERENT STAKEHOLDERS TO THE TABLE.VIRTUAL SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN LAW FIRM OF MILLER & CHEVALIAR (FEBRUARY 17, 2023): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC" IN AN ONLINE EVENT FOR LAWYERS AT THE LAW FIRM MILLER & CHEVALIAR. FOLLOWING THE FILM, THE FILM'S DIRECTORS SABIYHA PRINCE AND BERTELSMANN FOUNDATION'S SAMUEL GEORGE ANSWERED QUESTIONS FROM THE ONLINE AUDIENCE. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S ABILITY TO USE MULTI-MEDIA OUTPUTS TO INFLUENCE THE POLICY LEADERS, IN THIS CASE, IN THE FIELD OF LAW. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, AMERICAN UNIVERSITY, WASHINGTON, DC (FEBRUARY 23, 2023): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC" AT AMERICAN UNIVERSITY AT THE INVITATION OF THE SCHOOL OF PUBLIC AFFAIRS. FOLLOWING THE FILM, THE FILM'S DIRECTORS SABIYHA PRINCE AND BERTELSMANN FOUNDATION'S SAMUEL GEORGE JOINED A PANEL CONVERSATION THAT ALSO FEATURED SAN JOSE STATE UNIVERSITY PROFESSOR MICHAEL FISHER. THE PANEL WAS MODERATED BY AMERICAN UNIVERSITY PROFESSOR DEREK HYRA. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S ABILITY TO USE MULTI-MEDIA OUTPUTS TO INTEGRATE INTO THE HIGHEST LEVELS OF AMERICAN ACADEMIA. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, OFFICE OF THE ATTORNEY GENERAL FOR THE DISTRICT OF COLUMBIA, WASHINGTON, DC (FEBRUARY 28, 2023): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC" FOR EMPLOYEES OF THE OFFICE OF THE ATTORNEY GENERAL FOR THE DISTRICT OF
DIRECT CHARITABLE ACTIVITY (CONTINUED)FORM 990-PF, PART VIII-ABFNA DIGITAL PLATFORMS PRESENTATION, EUROPEAN STUDENT CONFERENCE, YALE UNIVERSITY, NEW HAVEN, CT (APRIL 15-16, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, REPRESENTED THE BERTELSMANN FOUNDATION AT THE 2023 EUROPEAN STUDENT CONFERENCE, ORGANIZED BY THE EUROPEAN HORIZONS TRANSATLANTIC STUDENT ORGANIZATION. THE CONFERENCE WAS ATTENDED BY 80 UNDERGRADUATE AND GRADUATE STUDENTS FROM THE UNITED STATES AND EUROPE, AND WAS HELD AT YALE UNIVERSITY IN NEW HAVEN, CT. ON APRIL 16, THE BERTELSMANN FOUNDATION PARTICIPATED IN A PARTNER LUNCH, WHERE STAFF PRESENTED AN OVERVIEW OF THE FOUNDATION'S MISSION AND PROJECTS, HIGHLIGHTING THE TRANSATLANTIC BAROMETER, RANGE, AND THE TRANSATLANTIC PERISCOPE. DEMONSTRATIONS OF THE THREE DIGITAL PLATFORMS FOCUSED ON THEIR USEFULNESS AS STUDENT RESEARCH TOOLS AND PLATFORMS OF ENGAGEMENT. THROUGHOUT THE CONFERENCE, BFNA STAFF HAD THE OPPORTUNITY TO ATTEND SESSIONS TO NETWORK WITH STUDENTS AND OTHER PARTNER ORGANIZATIONS.UNITED STATES, AUSTRIA AND THE FUTURE OF THE TRANSATLANTIC ECONOMY, EMBASSY OF AUSTRIA, WASHINGTON, DC (APRIL 17, 2023): THE BERTELSMANN FOUNDATION AND THE EMBASSY OF AUSTRIA CO-HOSTED A BREAKFAST ROUNDTABLE EXPLORING THE CURRENT STATE OF THE TRANSATLANTIC ECONOMY, AND ITS PROSPECTS FOR THE FUTURE. THE EVENT KICKED OFF WITH WELCOME REMARKS FROM THE NEW AUSTRIAN AMBASSADOR TO THE UNITED STATES, PETRA SCHNEEBAUER, FOLLOWED BY A PANEL DISCUSSION AMONG THE BERTELSMANN FOUNDATION'S EXECUTIVE DIRECTOR IRENE BRAAM, JOHNS HOPKINS UNIVERSITY PROFESSOR DAN HAMILTON AND THE AUSTRIAN MARSHALL PLAN FOUNDATION PRESIDENT WOLFGANG PETRITSCH. PROFESSOR HAMILTON SET THE SCENE FOR THE CONVERSATION BY PROVIDING A BRIEFING FROM HIS ANNUAL REPORT ON THE TRANSATLANTIC ECONOMY. THIS LED THE ROUNDTABLE INTO A DISCUSSION, MODERATED BY THE ATLANTIC COUNCIL'S FRAN BURWELL, ON A RANGE OF TOPICS INCLUDING TRADE BETWEEN THE EU AND ITS PARTNERS AROUND THE GLOBE, PRIVACY REGIMES IN THE U.S. AND EUROPE, AND THE FUTURE OF REGULATING ARTIFICIAL INTELLIGENCE. THE ROUNDTABLE WAS ATTENDED BY DIPLOMATS, CONGRESSIONAL STAFFERS, ADMINISTRATION OFFICIALS AND THINK TANK REPRESENTATIVES.BFNA DIGITAL PLATFORMS PRESENTATION, UNIVERSITY OF CALIFORNIA, BERKELEY, BERKELEY, CA (APRIL 19, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, SARA LEMING, RESEARCH ANALYST, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED THE BERTELSMANN FOUNDATION'S DIGITAL PLATFORMS TO 20 UNDERGRADUATE STUDENTS AT THE UNIVERSITY CALIFORNIA, BERKELEY'S INSTITUTE OF EUROPEAN STUDIES. THE PRESENTATION BEGAN WITH AN OVERVIEW OF THE BERTELSMANN FOUNDATION'S WORK, HIGHLIGHTING MULTIMEDIA PROJECTS INCLUDING LEADERSHIP IN ACTION, HOW TO FIX DEMOCRACY, AND BFNA DOCS. STUDENTS SHOWED GREAT INTEREST IN THE FOUNDATION'S MISSION AND PROJECTS, PARTICULARLY HOW THE BERTELSMANN FOUNDATION OPERATES AS A "NON-TRADITIONAL" THINK TANK IN WASHINGTON, D.C. THE PRESENTATION CLOSED WITH AN OVERVIEW OF THE TRANSATLANTIC BAROMETER, TRANSATLANTIC PERISCOPE, AND RANGE, SHOWCASING THEIR USEFULNESS AS STUDENT RESEARCH TOOLS AND PLATFORMS OF ENGAGEMENT. SEVERAL STUDENTS SCHEDULED CONVERSATIONS TO LEARN MORE ABOUT INDIVIDUAL PROJECTS AND STUDENT OPPORTUNITIES, SUCH AS INTERNSHIPS AND THE SUMMER ENRICHMENT SERIES. BFNA DIGITAL PLATFORMS PRESENTATION, CONSULATE GENERAL OF IRELAND, SAN FRANCISCO, CA (APRIL 19, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, SARA LEMING, RESEARCH ANALYST, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED THE BERTELSMANN FOUNDATION'S DIGITAL PLATFORMS TO STAFF AT THE CONSULATE GENERAL OF IRELAND IN SAN FRANCISCO, CA, INCLUDING CONSUL GENERAL MICHEL SMITH, VICE CONSUL JENNIFER CHADWICK, AND EVENTS AND COMMUNICATIONS OFFICER NIC O'LOUGHLIN. THE PRESENTATION FOCUSED ON THE USEFULNESS OF THE TRANSATLANTIC BAROMETER, RANGE, AND TRANSATLANTIC PERISCOPE FOR THE DIPLOMATIC COMMUNITY AS A MEANS TO OBTAIN RELIABLE, CREDIBLE INFORMATION ON TRANSATLANTIC POLICY AND THE U.S.-IRELAND RELATIONSHIP. THERE WAS GREAT INTEREST IN UTILIZING THE PLATFORMS TO FURTHER THE IRISH CONSULATE'S PUBLIC AND CULTURAL DIPLOMACY AIMS, SUCH AS EVENTS HIGHLIGHTING IRELAND'S POLICY POSITIONS ON THE PLATFORMS AROUND SPECIFIC TOPICS THAT ALIGN WITH THE CONSULATE'S STRATEGIC PRIORITIES, MOST NOTABLY TRADE AND FOREIGN DIRECT INVESTMENT. BFNA DIGITAL PLATFORMS PRESENTATION, EUROPEAN UNION OFFICE, SAN FRANCISCO, CA (APRIL 20, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, SARA LEMING, RESEARCH ANALYST, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED THE BERTELSMANN FOUNDATION'S DIGITAL PLATFORMS TO STAFF AT THE EU OFFICE IN SAN FRANCISCO, INCLUDING: HEAD OF OFFICE GERARD DE GRAAF, DEPUTY HEAD OF OFFICE JOANNA SMOLINSKA, AND TECHNOLOGY POLICY TRAINEE GIULIA GENELETTI. THE PRESENTATION FOCUSED ON THE USEFULNESS OF THE TRANSATLANTIC BAROMETER, RANGE, AND TRANSATLANTIC PERISCOPE FOR THE DIPLOMATIC COMMUNITY AS A MEANS TO OBTAIN RELIABLE, CREDIBLE INFORMATION ON TRANSATLANTIC POLICY. THE EU OFFICE, WHICH FOCUSES PRIMARILY ON DIGITAL POLICY AND TECHNOLOGY, WAS INTERESTED IN PARTNERING WITH THE BERTELSMANN FOUNDATION TO HOST EVENTS THAT SHOWCASED THE PLATFORMS' DIGITAL POLICY TOPICS FROM AN EU PERSPECTIVE, SUCH AS DIGITAL INFRASTRUCTURE, BROADBAND CONNECTIVITY, ARTIFICIAL INTELLIGENCE, AND CHAT AI.BFNA DIGITAL PLATFORMS PRESENTATION, CLAREMONT COLLEGES, CLAREMONT, CA (APRIL 24, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, SARA LEMING, RESEARCH ANALYST, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED THE BERTELSMANN FOUNDATION'S DIGITAL PLATFORMS TO 15 UNDERGRADUATE STUDENTS FROM THE CLAREMONT COLLEGES SYSTEM, INCLUDING STUDENTS FROM SCRIPPS COLLEGE, POMONA COLLEGE, CLAREMONT MCKENNA COLLEGE, AND PITZER COLLEGE. THE EVENT WAS HOSTED AT SCRIPPS COLLEGE. THE PRESENTATION BEGAN WITH AN OVERVIEW OF THE BERTELSMANN FOUNDATION'S WORK, HIGHLIGHTING MULTIMEDIA PROJECTS INCLUDING LEADERSHIP IN ACTION, HOW TO FIX DEMOCRACY, AND BFNA DOCS. STUDENTS SHOWED GREAT INTEREST IN THE FOUNDATION'S MISSION AND PROJECTS, PARTICULARLY HOW THE BERTELSMANN FOUNDATION OPERATES AS A "NON-TRADITIONAL" THINK TANK IN WASHINGTON, D.C. THE PRESENTATION CLOSED WITH AN OVERVIEW OF THE TRANSATLANTIC BAROMETER, TRANSATLANTIC PERISCOPE, AND RANGE, SHOWCASING THEIR USEFULNESS AS STUDENT RESEARCH TOOLS AND PLATFORMS OF ENGAGEMENT. SEVERAL STUDENTS SCHEDULED CONVERSATIONS TO LEARN MORE ABOUT INDIVIDUAL PROJECTS AND STUDENT OPPORTUNITIES, SUCH AS INTERNSHIPS AND THE SUMMER ENRICHMENT SERIES. TRANSATLANTIC YOUTH SUMMIT RECEPTION, BERTELSMANN FOUNDATION, WASHINGTON, DC (APRIL 27, 2023): THE BERTELSMANN FOUNDATION HOSTED THE FELLOWS OF THE TRANSATLANTIC YOUTH SUMMIT. THE TRANSATLANTIC YOUTH SUMMIT, UNDER THE LEADERSHIP OF MEP LIDIA PEREIRA, IS PART OF THE EU'S EFFORTS TO STRENGTHEN STRATEGIC RELATIONS WITH THE US, BRINGING TOGETHER YOUNG EUROPEAN AND AMERICAN ACADEMICS, POLICYMAKERS, AND ENTREPRENEURS. U.S. HOUSE REPRESENTATIVE JIM COSTA AND RIA OOMEN-RUIJTEN, PRESIDENT OF THE ROBERT SCHUMAN FOUNDATION, GAVE WELCOME REMARKS FOR THE EVENT.DEMOCRACYNEXT ROUNDTABLE: EMPOWERED CITIZENS' ASSEMBLIES, BERTELSMANN FOUNDATION, WASHINGTON, DC (MAY 2 2023): THE BERTELSMANN FOUNDATION, IN COLLABORATION WITH DEMOCRACYNEXT, HOSTED A ROUNDTABLE TO DISCUSS THE INCREASING INTERNATIONAL TRENDS OF INSTITUTIONALIZED CITIZENS' ASSEMBLIES. PARTICIPANTS DISCUSSED WHETHER CITIZENS' ASSEMBLIES CAN BE A RESPONSE TO A BROAD SENSE OF DEMOCRATIC CRISIS, LOW LEVELS OF TRUST BETWEEN GOVERNMENT AND CITIZENS, INCREASING POLARIZATION, AND DIFFICULTY TAKING POLITICAL DECISIONS ON CERTAIN SALIENT POLICY ISSUES. PARTICIPANTS FURTHER DISCUSSED THE POTENTIAL OF CITIZENS' ASSEMBLIES IN THE UNITED STATES AND MAKING THEM A PERMANENT PART OF THE BROADER DEMOCRATIC ARCHITECTURE. PARTICIPANTS INCLUDED REPRESENTATIVES OF PROMINENT FOUNDATIONS ACROSS THE U.S. INCLUDING THE OBAMA FOUNDATION, ROCKEFELLER FOUNDATION, AND SCHMIDT FUTURES.DEMOCRACY CAF, WASHINGTON, DC & NEW YORK, NY (JUNE 1 & 5, 2023): THE BERTELSMANN FOUNDATION PARTNERED WITH THE UK-BASED ORGANIZATION MY LIFE MY SAY AND THE AMERICAN UNIVERSITY'S SINE INSTITUTE OF POLICY & POLITICS TO HOST A DEMOCRACY CAF IN WASHINGTON, DC, ON JUNE 1 AND NEW YORK CITY ON JUNE 5. A VERY DIVERSE GROUP OF YOUNG ACTIVISTS FROM BOTH CITIES JOINED THE DISCUSSIONS ON THE MOST URGENT CHALLENGES TO DEMOCRACY. PIONEERED BY MY LIFE MY SAY IN COMMUNITIES THROUGHOUT THE UNITED KINGDOM, DEMOCRACY CAF IS AN ATTEMPT TO REINVIGORATE 17TH CENTURY CAFE CULTURE WHERE MEMBERS OF SOCIETY COULD MEET AND DISCUSS LOCAL ISSUES. THE CAFES BRING TOGETHER A SMALL GROUP OF PEOPLE FROM ACROSS THE POLITICAL SPECTRUM TO VOTE ON THREE BIG ISSUES THEY BELIEVE THE COMMUNITY/COUNTRY IS FACING, THEN PARTICIPATE IN A FACILITATED DISCUSSION ABOUT THEIR OPINION ON THESE ISSUES. METE COBAN, MY LIFE MY SAY FOUNDER & CEO, FACILITATED BOTH DISCUSSIONS. IN WASHINGTON, DC, THE EVENT WAS HELD AT THE BERTELSMANN FOUNDATION AND INCLUDED 20 PARTICIPANTS FROM CIVIL SOCIETY, DEMOCRACY ORGANIZATIONS AND ACADEMIA. IN NEW YORK CITY, THE EVENT WAS HELD AT BETAWORKS STUDIOS AND INCLUDED 15 PARTICIPANTS FROM LOCAL GRASSROOTS ACTIVIST GROUPS.TRANSATLANTIC POLICY NETWORK'S CYBERSECURITY AND RESILIENCE: CONNECTING THE REGULATORY AND TECHNICAL AGENDAS, RAYBURN HOUSE OFFICE BUILDING, WASHINGTON, DC (JULY 26, 2023): EXECUTIVE DIRECTOR IRENE BRAAM, TOGETHER WITH MEMBERS OF THE EUROPEAN PARLIAMENT, U.S. CONGRESS AND REPRESENTATIVES FROM THE PRIVATE SECTOR, PARTICIPATED IN A PANEL DISCUSSION ON TRANSATLANTIC COLLABORATION IN THE AREA OF CYBERSECURITY. THE PANEL WAS PART OF THE TRANSATLANTIC POLICY NETWORK'S TRANSATLANTIC WEEK, WHICH BROUGHT TOGETHER EU LEGISLATORS WITH U.S. MEMBERS OF CONGRESS TO DISCUSS THE GLOBAL CHALLENGES FACING THE TRANSATLANTIC RELATIONS.&N
DIRECT CHARITABLE ACTIVITY (CONTINUED)FORM 990-PF, PART VIII-AU.S. GERMAN EMBASSY TOWNHALLS, MILWAUKEE, WI (JUNE 12-13, 2023): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO MILWAUKEE AND MADISON, WISCONSIN WITH MR. AXEL DITTMANN, DEPUTY AMBASSADOR OF GERMANY TO THE UNITED STATES. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. DITTMANN'S UNDERSTANDING OF THE STATE OF DEMOCRACY IN WISCONSIN AND THE ECONOMIC PARTNERSHIP BETWEEN THE MIDWESTERN STATE AND GERMANY. TOGETHER THE GROUP VISITED A VARIETY OF NGOS SUCH AS THE WISCONSIN DEMOCRACY CAMPAIGN, LEAGUE OF WOMEN VOTERS, AND SOULS TO THE POLLS. THE GROUP ALSO MET WITH ELECTED OFFICIALS SUCH AS REPUBLICAN AND DEMOCRAT STATE SENATORS AND MR. CAVALIER JOHNSON, MAYOR OF MILWAUKEE. OVERALL THE TRIP PROVIDED A WELL-ROUNDED PERSPECTIVE ON THE UPCOMING 2024 PRESIDENTIAL ELECTION AND THE CURRENT POLITICAL POLARIZATION WITHIN THE STATE. HARIBO ALSO HOSTED THE GROUP FOR A PRIVATE TOUR OF ITS NEWEST FACILITY IN PLEASANT PRAIRIE. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND MAINTAIN EXISTING ONES IN WISCONSIN. U.S. GERMAN EMBASSY TOWNHALLS, OKLAHOMA CITY, OK (SEPTEMBER 25-26, 2023): BFNA'S IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO OKLAHOMA CITY WITH MR. MARKUS TEGLAS, POLITICAL AFFAIRS COUNSELOR AT THE GERMAN EMBASSY IN WASHINGTON DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. TEGLAS' UNDERSTANDING OF THE STATE OF DEMOCRACY IN OKLAHOMA. THE TOWN HALL KICKED OFF WITH A VISIT TO CHICKASAW NATION IN ADA, OKLAHOMA. THE GROUP MET WITH TRIBE LEADERSHIP AND DISCUSSED THE HISTORY OF THE CHICKASAW PEOPLE AND THEIR CURRENT ECONOMIC INVOLVEMENT IN THE STATE OF OKLAHOMA. NEXT THE GROUP PARTICIPATED IN AN EVENT "A TALK WITH MARKUS TEGLAS" WHICH WAS ATTENDED BY 35 PEOPLE AT THE UNIVERSITY OF OKLAHOMA IN NORMON. THE FOLLOWING DAY THE GROUP MET WITH A VARIETY OF NGOS SUCH AS ROCK THE NATIVE VOTE, LETS FIX THIS, UNITED OKLAHOMA, FREEDOM CENTER, AND THE YMCA YOUTH IN GOVERNMENT PROGRAM. THE GROUP ALSO MET WITH ELECTED OFFICIALS SUCH AS REPUBLICAN AND DEMOCRAT STATE LEADERS AND MR. DAVID HOLT, MAYOR OF OKLAHOMA CITY. OVERALL, THE TRIP PROVIDED A WELL-ROUNDED PERSPECTIVE ON THE STATE OF POLITICAL AND ECONOMIC AFFAIRS IN OKLAHOMA AND ITS CAPITAL CITY. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND MAINTAIN EXISTING ONES IN OKLAHOMA. U.S. GERMAN EMBASSY TOWNHALLS, MONTANA (NOVEMBER 1-3, 2023): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO THE CITIES OF BOZEMAN, HELENA, AND MISSOULA, MONTANA WITH MR. RAINER BREUL, HEAD OF THE POLITICAL AFFAIRS SECTION AT THE GERMAN EMBASSY IN WASHINGTON DC. THE TRIP INTENDED TO ENHANCE MR. BREUL'S UNDERSTANDING OF THE STATE OF POLITICAL AFFAIRS IN MONTANA. THE TOWN HALL KICKED OFF WITH A VISIT TO THE GRASSROOT GROUPS, FORWARD MONTANA AND THE LEAGUE OF WOMEN VOTERS, TO DISCUSS VOTING RIGHTS IN THE STATE. THE GROUP THEN MET WITH DEMOCRATIC AND REPUBLICAN LEADERSHIP IN THE BOZEMAN AREA. NEXT THE GROUP PARTICIPATED IN A VARIETY OF MEETINGS IN HELENA INCLUDING MEETINGS WITH POLITICAL AND ENVIRONMENTAL EXPERTS AND THE MAYOR OF HELENA, MR. WILMONT COLLINS. THE FOLLOWING DAY THE GROUP ARRIVED IN MISSOULA AND MET WITH ADDITIONAL STATE REPRESENTATIVES FROM BOTH SIDES OF THE AISLE, THE MONTANA WORLD AFFAIRS COUNCIL AND THE CITY COUNCIL PRESIDENT, MS. GWEN JONES. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT THE ONGOING CHALLENGES IN MONTANA. U.S. GERMAN EMBASSY TOWNHALLS, DEEP SOUTH (NOVEMBER 12-16, 2023): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO ALABAMA, MISSISSIPPI, AND ARKANSAS WITH MR. AXEL DITTMANN, DEPUTY CHIEF OF MISSION AT THE GERMAN EMBASSY IN WASHINGTON DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. DITTMANN'S UNDERSTANDING OF THE STATE OF ECONOMIC AND POLITICAL AFFAIRS IN THE DEEP SOUTH REGION OF THE UNITED STATES. THE TOWN HALL KICKED OFF IN MONTGOMERY, ALABAMA WHERE THE GROUP VISITED WITH GOVERNOR KAY IVEY, DEMOCRATIC MINORITY LEADER ANTHONY DANIELS, AND THE SOUTHERN LAW AND POVERTY CENTER. IN TUSCALOOSA, ALABAMA THE GROUP VISITED THE MERCEDES-BENZ PLANT AND MET WITH PLANT LEADERSHIP, MICHAEL GOBEL. IN JACKSON, MISSISSIPPI, MEETINGS TOOK PLACE WITH JACKSON MAYOR CHOKWE ANTAR LUMUMBA AND DEMOCRATIC STATE REPRESENTATIVES, AND THE GROUP TOURED THE CIVIL RIGHTS MUSEUM. IN LITTLE ROCK, ARKANSAS, THE DELEGATION MET WITH GOVERNOR SARAH SANDERS AND HOUSE SPEAKER MATT SHEPHARD, AND TOURED THE CLINTON PRESIDENTIAL LIBRARY. MAIN TOPICS ON THE TRIP INCLUDED WORK FORCE LABOR SHORTAGES, ECONOMIC DEVELOPMENT, AND THE U.S. PRESIDENTIAL RACE IN 2024. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT ONGOING CHALLENGES IN THE DEEP SOUTH REGION OF THE UNITED STATES.SUMMER ENRICHMENT SERIESTHE SUMMER ENRICHMENT SERIES (SES) INITIALLY LAUNCHED IN SUMMER 2022. IN 2023, THE PROGRAM BROUGHT TOGETHER A GROUP OF 16 GRADUATE STUDENTS AND YOUNG PROFESSIONALS WITH A STRONG INTEREST IN THE TRANSATLANTIC RELATIONSHIP. THE SES CONSISTED OF THREE SEPARATE DINNER EVENTS, EACH WITH A THEMATIC FOCUS CORRESPONDING TO RELEVANT GEOPOLITICAL EVENTS SHAPING THE TRANSATLANTIC ALLIANCE. EVENT TOPICS INCLUDED SECURITY AND DEFENSE (NATO), BILATERAL RELATIONS BETWEEN EU MEMBER STATES GERMANY AND FRANCE, AND STRATEGIC COMPETITION WITH CHINA. EACH EVENT FEATURED TWO GUEST SPEAKERS FROM THE DIPLOMATIC AND RESEARCH COMMUNITIES WHO SHARED THEIR EXPERTISE WITH THE COHORT. BFNA OPEN HOUSE FOR YOUNG PROFESSIONALS IN TRANSATLANTIC RELATIONS, WASHINGTON, DC (MAY 10, 2023): SARA LEMING, RESEARCH ANALYST, ORGANIZED AN OPEN HOUSE EVENT FOR 20 YOUNG PROFESSIONALS WORKING IN THE REALM OF TRANSATLANTIC RELATIONS. THE PURPOSE OF THE EVENT WAS TO INTRODUCE YOUNG TRANSATLANTICISTS TO BERTELSMANN FOUNDATION PROJECTS AND TO CONNECT LIKEMINDED INDIVIDUALS. THE EVENT BEGAN WITH A GENERAL OVERVIEW OF BFNA AND ITS WORK. TEAM MEMBERS COURTNEY FLYNN MARTINO, DANIELA MEDINA, CHLOE LAIRD, AND RYLIE MUNN EACH INTRODUCED THEIR PROJECTS AND RESEARCH PORTFOLIOS. THE TEAM HIGHLIGHTED HOW BFNA UTILIZES AUDIO VISUALS IN ITS WORK AND HIGHLIGHTED MULTIMEDIA PROJECTS INCLUDING THE TRANSATLANTIC PERISCOPE, RANGE, THE TRANSATLANTIC BAROMETER, LEADERSHIP IN ACTION, HOW TO FIX DEMOCRACY, AND BFNA DOCS. TONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, ADDRESSED THE GROUP AS THE GUEST SPEAKER AND DESCRIBED HIS CAREER PATH AND CURRENT ROLE. THE PARTICIPANTS ASKED INSIGHTFUL QUESTIONS ABOUT HIS WORK AND LEADERSHIP ROLE. THIS EVENT WILL BE A RECURRING SERIES THAT WILL BE HOSTED BY VARIOUS THINK TANKS IN THE DC AREA. EUROPEAN UNION DIPLOMATS TOWN HALL TRIP TO ANNAPOLIS, MD (JUNE 22, 2023): SARA LEMING, RESEARCH ANALYST, AND DANIELA MEDINA, RESEARCH ANALYST, TRAVELED TO ANNAPOLIS, MARYLAND WITH 20 EUROPEAN UNION DIPLOMATS. THE DIPLOMATS SERVE AS PUBLIC AFFAIRS OFFICERS REPRESENTING THE EU DELEGATION TO THE U.S, EUROPEAN PARLIAMENT LIAISON OFFICE, AUSTRIA, BELGIUM, THE CZECH REPUBLIC, DENMARK, FRANCE, GERMANY, GREECE, LUXEMBOURG, SLOVAKIA, AND SPAIN. THE PURPOSE OF THE DAY TRIP WAS TO ENHANCE THE DIPLOMATS UNDERSTANDING OF THE STATE OF MARYLAND AND ITS CAPITAL CITY. THE VISIT BEGAN WITH A MEETING WITH GAVIN BUCKLEY, THE MAYOR OF ANNAPOLIS, AND A TOUR OF HIS ADMINISTRATION'S SUSTAINABLE DEVELOPMENT PROJECTS. THE GROUP ALSO PARTICIPATED IN ROUNDTABLE MEETINGS WITH THE STATE OF MARYLAND'S ELECTION ADMINISTRATOR, JARED DEMARINIS, AND MARK KLEINSCHMIDT, PRESIDENT OF THE ANNE ARUNDEL CHAMBER OF COMMERCE. THE DAY CONCLUDED WITH A MEETING BETWEEN SUSAN LEE, MARYLAND SECRETARY OF STATE, AND THE EU DIPLOMATS. OVERALL, THE TRIP PROVIDED THE ATTENDEES A WELL-ROUNDED PERSPECTIVE ON THE STATE OF MARYLAND AND FACILITATED NEW PARTNERSHIPS.SUMMER ENRICHMENT SERIES (PART 1: BILATERAL RELATIONSHIPS GERMANY & FRANCE), BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 28, 2023): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART ONE OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS THE BILATERAL RELATIONSHIP BETWEEN GERMANY AND FRANCE. OUR TWO GUEST SPEAKERS WERE MS. MARIE JOURDAIN (VISITING FELLOW IN THE EUROPE PROGRAM AT THE ATLANTIC COUNCIL) AND MR. MARKUS TEGLAS (MINISTER COUNSELOR OF POLITICAL AFFAIRS AT THE GERMAN EMBASSY). THE EVENT BEGAN WITH A SHORT PRESENTATION OF THE TRANSATLANTIC BAROMETER BY COURTNEY FLYNN MARTINO. FOLLOWING THE BAROMETER PRESENTATION MS. JOURDAIN SPOKE FROM A FRENCH PERSPECTIVE AND MR. TEGLAS PROVIDED A GERMAN PERSPECTIVE. EACH SPEAKER PRESENTED FOR APPROXIMATELY FIFTEEN MINUTES ON THE HISTORICAL ROOTS OF THE FRENCH-GERMAN RELATIONSHIP, AS LEADERS OF THE EU, AND ON THE COMMON CHALLENGES THAT BOTH COUNTRIES ARE CURRENTLY FACING. THE GROUP THEN TOOK A SHORT BREAK AND ATE DINNER. FOLLOWING THE BRIEF INTERMISSION, THE GROUP RECONVENED FOR THE ROUNDTABLE PORTION OF THE EVENING. THE PARTICIPANTS REMAINED ENGAGED AND ASKED FRUITFUL QUESTIONS TO THE SPEAKER. THE EVENT ADJOURNED WITH A LIGHT DESSERT RECEPTION.SUMMER ENRICHMENT SERIES (PART 2: SECURITY & DEFENSE), BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 12, 2023): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART II OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS SECURITY AND DEFENSE WITH A FOCUS ON THE NATO SUMMIT IN VILNIUS. THE TWO GUEST SPEAKERS WERE MS. MARI ETALAPAA (DEFENSE COUNSELOR AT THE EMBASSY OF FINLAND IN WASHINGTON DC) AND MR. FEDERICO BORSARI (LEONARDO FELLOW AT CEPA). MS. ETALAPAA SPOKE FROM A FINNISH PERSPECTIVE AND MR. BORSARI PROVIDED A MEDITERRANEAN POINT OF VIEW ON THE NATO SUMMIT. EACH SPEAKER PRESENTED FOR APPROXIMATELY FIFTEEN MINUTES ON THE CONTENT OF THE NATO SUMMIT, THE STATUS OF UKRAINE AS A POTENTIAL NATO MEMBER, AND THE COMMON CHALLENGES THAT ALL NATO COUNTRIES ARE CURRENTLY FACING. THE GROUP THEN TOOK A SHORT BREAK FOR DINNER. FOLLOWING THE BRIEF INTERMISSION, THE GROUP RECONVENED FOR
DIRECT CHARITABLE ACTIVITY (CONTINUED)FORM 990-PF, PART VIII-AGERMAN AMERICAN CONFERENCE, HARVARD UNIVERSITY, CAMBRIDGE, MA (OCTOBER 27-29, 2023): THE BERTELSMANN FOUNDATION PARTICIPATED IN THE GERMAN AMERICAN CONFERENCE AT HARVARD UNIVERSITY, ORGANIZED BY STUDENTS AT THE HARVARD KENNEDY SCHOOL AND ATTENDED BY STUDENTS, POLICYMAKERS, MEDIA, AND PRACTITIONERS FROM ACROSS GERMANY AND THE U.S. BFNA'S FORECASTING PROJECT, RANGE, WAS A NOTABLE ADDITION TO THIS YEAR'S CONFERENCE. PRIOR TO THE EVENT, STUDENTS HAD THE OPPORTUNITY TO ENGAGE IN A SPECIALIZED FORECASTING ACTIVITY TAILORED TO THE CONFERENCE. THROUGHOUT THE EVENT, LIVE FORECASTING EXERCISES WERE INTEGRATED INTO PANELS THAT FOCUSED ON THEMATIC AREAS SUCH AS GEOPOLITICS, DEMOCRACY, AND TECHNOLOGY.TRANSATLANTIC PERISCOPETHE BERTELSMANN FOUNDATION ACCELERATED THE SCALING AND PUBLIC ENGAGEMENT PROCESS FOR THE TRANSATLANTIC PERISCOPE, A DIGITAL PLATFORM THAT IDENTIFIES TRENDLINES AND KEY ISSUES THAT DEFINE THE RELATIONSHIPS BETWEEN THE UNITED STATES AND EACH OF THE 27 EU MEMBER STATES (PLUS THE UNITED KINGDOM). IN 2023, THE PERISCOPE ADDED NINE NEW PARTNER COUNTRIES INCLUDING THE FOREIGN POLICY CENTER (UK), LUSO-AMERICAN FOUNDATION (PORTUGAL), CLINGENDAEL INSTITUTE (THE NETHERLANDS), AUSTRIAN MARSHALL PLAN FOUNDATION (AUSTRIA), FINNISH INSTITUTE FOR INTERNATIONAL AFFAIRS (FINLAND), CENTER FOR ECONOMIC ANALYSIS (CROATIA), EGMONT INSTITUTE (BELGIUM), ISPI (ITALY), AND CENTER FOR DEFENSE STUDIES (ESTONIA). THE MONTHLY ACTIVE USER BASE FOR THE PLATFORM GREW TO 3,000 WITH A TEN PERCENT GROWTH IN USERS PER QUARTER IN 2023.TRANSATLANTIC PERISCOPE SUMMIT, MADRID, SPAIN (OCTOBER 5, 2023): THE BERTELSMANN FOUNDATION HOSTED THE INAUGURAL TRANSATLANTIC PERISCOPE SUMMIT AT THE ELCANO ROYAL INSTITUTE IN MADRID, SPAIN. PERISCOPE INSTITUTIONAL PARTNERS ATTENDED FROM 14 COUNTRIES ACROSS EUROPE (UK, GERMANY, SPAIN, PORTUGAL, ESTONIA, FINLAND, AUSTRIA, POLAND, GREECE, CROATIA, THE NETHERLANDS, BELGIUM, IRELAND, AND ITALY) TO PROVIDE BILATERAL RELATIONSHIP BRIEFINGS, BRAINSTORM IMPROVEMENTS TO THE PLATFORM, AND ESTABLISH A CONCRETE ACTION PLAN FOR COLLABORATION ONLINE AND OFFLINE. THE GATHERING WAS KICKED OFF BY ELCANO DIRECTOR CHARLES POWELL AND THE BERTELSMANN FOUNDATION'S IRENE BRAAM. SESSIONS WERE ORCHESTRATED BY BFNA'S TONY SILBERFELD AND SARA LEMING.FUTURE OF TRANSATLANTIC RELATIONS PANEL EVENT, IE UNIVERSITY, MADRID, SPAIN (OCTOBER 6, 2023): THE BERTELSMANN FOUNDATION AND INSTITUTO EMPRESA (IE) UNIVERSITY CO-HOSTED A PANEL DISCUSSION EVENT TITLED "THE TRANSATLANTIC PERISCOPE: A CONVERSATION ON THE FUTURE OF TRANSATLANTIC RELATIONS". THE EVENT ON IE'S CAMPUS IN MADRID BEGAN WITH INTRODUCTORY REMARKS BY ILKE TOYGUR, DIRECTOR OF THE CENTER FOR INNOVATION IN GLOBAL POLITICS AND ECONOMICS, AT IE. THE WELCOME WAS FOLLOWED BY AN INTRODUCTION TO THE PERISCOPE PLATFORM AND A LIVELY PANEL DISCUSSION FEATURING ELCANO ROYAL INSTITUTE'S CARLOTA GARCIA ENCINA, THE CENTER FOR INTERNATIONAL RELATIONS' MALGORZATA BONIKOWSKA, AND UNIVERSITY COLLEGE DUBLIN'S SCOTT LUCAS (BFNA'S PERISCOPE PARTNERS FROM SPAIN, POLAND AND IRELAND, RESPECTIVELY). THE DISCUSSION, MODERATED BY BFNA'S TONY SILBERFELD, COVERED A RANGE OF TOPICS INCLUDING THE US ELECTIONS, UKRAINE, ARTIFICIAL INTELLIGENCE, CRITICAL MINERALS, AND CHINA. FOLLOWING THE CONVERSATION, THE PANEL ENGAGED IN A Q&A SESSION WITH THE AUDIENCE COMPRISED OF STUDENTS, FACULTY, AND DIPLOMATS.CROATIA PERISCOPE WEBINAR ON THE FUTURE OF U.S.-CROATIA RELATIONS (OCTOBER 13, 2023): THE ZAGREB-BASED CENTRE FOR ECONOMIC POLICY ANALYSIS (CEA) AND THE BERTELSMANN FOUNDATION CO-HOSTED A WEBINAR THAT SERVED AS A LAUNCH FOR THE CROATIA MODULE OF THE TRANSATLANTIC PERISCOPE AND AN IN-DEPTH DISCUSSION ON THE FATE OF U.S.-CROATIA RELATIONS. THE EVENT KICKED OFF WITH A PRESENTATION AND TOUR OF THE PERISCOPE BY BFNA'S TONY SILBERFELD. FOLLOWING THE INTRODUCTION OF THE PERISCOPE, IGOR SLOSAR OF CEA MODERATED A PANEL CONVERSATION THAT INCLUDED VEDRAN BROZOVIC, AMAZON, GORAN VOJKOVIC, UNIVERSITY OF ZAGREB, DOMAGOJ JURICIC OF THE POLITICAL CONSULTING FIRM MKPS, AND BFNA'S TONY SILBERFELD. THE PANEL COVERED A RANGE OF ISSUES INCLUDING TRADE, DOUBLE TAXATION, ACADEMIC COLLABORATION, AND CURRENT GEOPOLITICAL CHALLENGES IN THE TRANSATLANTIC SPACE AND BEYOND. THE CONVERSATION CONCLUDED WITH A LIVELY Q&A WITH THE AUDIENCE.TRANSATLANTIC PERISCOPE LAUNCH, VIENNA, AUSTRIA (NOVEMBER 15, 2023): THE U.S. EMBASSY AND THE AUSTRIAN MARSHALL PLAN FOUNDATION CO-HOSTED AN EVENT TO MARK THE LAUNCH OF THE TRANSATLANTIC PERISCOPE U.S.-AUSTRIA MODULE AT THE AMERIKA HAUS IN VIENNA. FOLLOWING AN INTRODUCTION TO THE PERISCOPE, THE AUSTRIAN MARSHALL PLAN FOUNDATION'S VICE CHAIRWOMAN MONIKA ROSEN MODERATED A PANEL DISCUSSION FOCUSING ON THE STATE OF TRANSATLANTIC RELATIONS IN A WORLD ON FIRE. DR. ROSEN WAS JOINED BY BFNA'S TONY SILBERFELD, AUSTRIAN AMBASSADOR EVA NOWOTNY, AND THOMAS EDER FROM THE AUSTRIAN INSTITUTE FOR INTERNATIONAL AFFAIRS. THE DEBATE COVERED A RANGE OF TOPICS INCLUDING THE 2024 U.S. ELECTIONS, THE FUTURE OF TRANSATLANTIC SUPPORT FOR UKRAINE, AND POLICY COORDINATION ON CHINA IN THE AFTER MATH OF THE XI-BIDEN MEETING. AFTER THE CONVERSATION ON THE DAIS, PANELISTS HAD AN ENGAGING Q&A SESSION WITH THE AUDIENCE.EGMONT HIGH-LEVEL SEMINAR ON THE BE-U.S. TRANSATLANTIC RELATIONSHIP, WASHINGTON, DC (DECEMBER 14, 2023): THE BERTELSMANN FOUNDATION PARTICIPATED IN A HIGH-LEVEL SEMINAR ON THE BE-U.S. TRANSATLANTIC RELATIONSHIP. THE EVENT WAS HOSTED BY EGMONT, THE PERISCOPE PARTNERS FOR THE U.S.-BELGIUM MODULE. SARA LEMING, RESEARCH ANALYST, VIRTUALLY PRESENTED THE TRANSATLANTIC PERISCOPE PROJECT. THE EVENT WAS ATTENDED BY OVER 50 PEOPLE INCLUDING THE U.S. AMBASSADOR TO BELGIUM, MICHAEL ADLER. THE GOAL OF THE SEMINAR WAS TO DISCUSS THE CURRENT STATE OF U.S.-BELGIUM RELATIONS AND TO INTRODUCE PRIORITIES OF THE INCOMING BELGIAN PRESIDENCY.US ELECTION SERIESIN 2024, SIGNIFICANT ELECTIONS WILL TAKE PLACE ON BOTH SIDES OF THE ATLANTIC. IN ANTICIPATION OF THESE ELECTIONS, THE BERTELSMANN FOUNDATION DEVELOPED THE FRAMEWORK FOR THE USA 2024 ELECTION HUB, A DIGITAL PLATFORM DEDICATED TO HIGHLIGHTING THE CRUCIAL PRESIDENTIAL AND CONGRESSIONAL VOTES IN THE UNITED STATES. RECOGNIZING THE IMMENSE IMPORTANCE FOR THE NATION AND THE GLOBAL COMMUNITY, THE PLATFORM WILL OFFER A DIVERSE ARRAY OF EDUCATIONAL MULTIMEDIA RESOURCES. THESE RESOURCES WILL AIM TO PROVIDE ESSENTIAL INFORMATION FOR COMPREHENDING THE PRIMARY SEASON, THE GENERAL ELECTION, AND THE POST-ELECTION TRANSITION. THE PLATFORM WILL SERVE AS A COMPREHENSIVE RESOURCE, OFFERING PODCASTS, BLOGS, INFOGRAPHICS, AND EXPLANATORY ANIMATIONS. IT WILL CATER TO STUDENTS, JOURNALISTS, DIPLOMATS, THE POLICYMAKING COMMUNITY, AND THE PUBLIC ON BOTH SIDES OF THE ATLANTIC.

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
FURNITURE & EQUIPMENT$500,530$494,289$6,241$6,241
HARDWARE & SOFTWARE$362,696$312,118$50,578$50,578
WEBSITE$378,978$330,015$48,963$48,963

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$2,533LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,533DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKETING AND ADVERTISING$318,176$0$0$318,204
EVENT EXPENSES$72,394$0$0$70,619
MISCELLANEOUS - OPERATING EXP$68,436$0$0$68,436
OFFICE EXPENSES$54,241$0$0$54,241
MEDIA (SUBSCRIPTION)$29,526$0$0$29,526
INSURANCE$25,297$0$0$25,297
TELECOMMUNICATIONS$24,679$0$0$24,679
STAFF DEVELOPMENT$23,646$0$0$23,646
PRINTING AND PUBLICATIONS$23,093$0$0$23,093
REPAIRS AND MAINTENANCE$13,905$0$0$13,905
EQUIPMENT AND SUPPLIES$13,098$0$0$13,098
HONORARIA$4,300$0$0$4,300
POSTAGE AND SHIPPING$2,570$0$0$2,570
BANK CHARGES$510$0$0$510
TRANSLATIONS$40$0$0$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL PROCESSING$2,872$0$0$2,872
COMPUTER NETWORKING & TELECOMM$35,650$0$0$35,650
COMPUTER SUPPORT & MAINTENANCE$36,664$0$0$36,664
CONSULTANTS$3,538$0$0$3,538
TRANSLATIONS$2,918$0$0$2,918
WEB SUPPORT$1,151$0$0$1,151
OTHER PROFESSIONAL FEES$299,874$0$0$299,874

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - REAL ESTATECategoryTxt
Amt$80,326Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$80,345DisbursementsCharitablePrpsAmt

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