BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-21
- IRS object ID
- 202501419349100120
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-21T12:54:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711048702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELSMANN FOUNDATION (NA) INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERT | BusinessNameControlTxt |
| Phone | 2023841980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOZEFINA IRENE BRAAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023841980 | PhoneNum |
| Signature | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,532,748 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,545,011 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $28,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $28,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,573,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $404,853 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $404,853 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $968,451 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $966,441 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $190,944 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $198,782 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,962 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,962 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $384,115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $384,115 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $82,973 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $70,122 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $10,592 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $272 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $317,192 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $20,653 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $296,539 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $808,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,132 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $804,881 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,268,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $26,057 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,179,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,298,443 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $26,057 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,209,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,943 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,026,421 | CashBOYAmt |
| Cash EOY | $2,362,362 | CashEOYAmt |
| Cash EOYFMV | $2,362,362 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $133,579 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $106,031 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $106,031 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,270,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,206,544 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $105,782 | LandBOYAmt |
| Land EOY | $64,355 | LandEOYAmt |
| Land EOYFMV | $64,355 | LandEOYFMVAmt |
| Total Assets BOY | $2,265,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,532,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,532,748 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $145,770 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $138,168 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $145,770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $138,168 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,120,012 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,394,580 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,120,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,394,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,265,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,532,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,120,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,394,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,394,580 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BFNA.ORG | WebsiteAddressTxt |
| Individual With Books | FAITH GRAY | IndividualWithBooksNm |
| Phone | 2023841980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LIZ MOHN | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOZEFINA IRENE BRAAM | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR & FIRST VP | 35.00 | $348,616 | $56,237 | $0 |
| MARKUS DOHLE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RALPH HECK | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN SZABO | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILFRIED UHR | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR & SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| FAITH GRAY | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR ADMIN | 35.00 | $207,357 | $56,335 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANSATLANTIC REL DR | 35.00 | $202,636 | $40,877 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | GLOBAL/DIGITAL ADVIS | 35.00 | $117,928 | $27,187 | $0 |
| MEGAN LONG | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | PROJECT COORDINATOR | 35.00 | $78,437 | $15,736 | $0 |
| CHLOE-ALEXANDRA LADD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | MANAGER, TRANSATLANT | 35.00 | $76,919 | $16,298 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CULTIVATE LABS | |||||||||
| 447 HIGHCREST DRIVE | WILMETTE | IL | 60091 | WEB DEVELOPMENT | $149,697 | ||||
| SQUIRRO AMERICAS INC | |||||||||
| 902 BROADWAY | NEW YORK | NY | 10010 | WEB DEVELOPMENT | $98,400 | ||||
| GAUGE THEORY CREATIVE CO | |||||||||
| 2919 MICHAEL AVENUE | LOS ANGELES | CA | 90066 | VIDEO PRODUCTION | $79,737 | ||||
| CRITERIA COMUNICACIONES | |||||||||
| VIDEO PRODUCTION | $71,700 | CALLE 50 Y 64 ESTE SAN FRANCISCO OF | 207 | PANAMA | PM | ||||
| THEOHARIS MANAGEMENT | |||||||||
| 5724 GENERAL WASHINGTON DRIVE | ALEXANDRIA | VA | 22312 | BLDG OPER. EXP. & CONDO INSURANCE | $71,589 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2024) FOR FURTHER INFORMATION. | Description1Txt |
| Expenses1 | $1,951,149 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2024) FOR FURTHER INFORMATION. | Description2Txt |
| Expenses2 | $1,254,686 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,531,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,531,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,531,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,493,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,209,866 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,209,866 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,943 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $17,954 | Year3Amt |
| Total | $19,897 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,652 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $15,261 | Year3Amt |
| Total | $16,912 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,209,866 | CurrentYearAmt |
| Year1 | $3,013,663 | Year1Amt |
| Year2 | $3,115,400 | Year2Amt |
| Year3 | $2,459,692 | Year3Amt |
| Total | $11,798,621 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,000 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $30,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,179,866 | CurrentYearAmt |
| Year1 | $3,013,663 | Year1Amt |
| Year2 | $3,115,400 | Year2Amt |
| Year3 | $2,459,692 | Year3Amt |
| Total | $11,768,621 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $83,130 | CurrentYearAmt |
| Year1 | $73,226 | Year1Amt |
| Year2 | $70,741 | Year2Amt |
| Year3 | $61,861 | Year3Amt |
| Total | $288,958 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GERMAN MARSHALL FUND OF THE US | |||||||
| 1744 R STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GMF CITIES PROJECT | $10,000 |
| GERMAN AMERICAN PARTNERSHIP PROGRAM | |||||||
| 30 IRVING PLACE | NEW YORK | NY | 10003 | NONE | PC | SUPPORT THE GERMAN AMERICAN PARTNERSHIP PROGRAM SCHOOL EXCHANGE PROGRAM | $10,000 |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | NONE | PC | SUPPORT HARVARD'S 2024 GERMAN-AMERICAN CONFERENCE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOMESTIC OUTREACH AND CLIMATE TALKS | Desc |
| Related Or Exempt Function Incm | $28,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,000 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELSMANN STIFTUNG | BusinessNameLine1Txt |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CARL-BERTELSMANN-STRASSE 256 | AddressLine1Txt |
| City | GUETERSLOH | CityNm |
| Province Or State | GUETERSLOH | ProvinceOrStateNm |
| Country | GM | CountryCd |
| Foreign Postal | 33311 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,545,011 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING | CategoryTxt |
| Amt | $30,962 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,962 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE 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 (6 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DEPRECIATION EXPENSE | FORM 990-PF, PART VIII-A | DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $14,935COMPUTER SOFTWARE $33,287LEASEHOLD IMPROVEMENTS $21,900 ---------DEPRECIATION EXPENSE $70,122 ========= |
| DIRECT CHARITABLE ACTIVITY | FORM 990-PF, PART VIII-A | BERTELSMANN FOUNDATION PROJECT SUMMARIES & EVENTS (2024)ADMINISTRATION (CC 100, 110, 120)TRANSATLANTIC SEMINAR, GLOBAL EXECUTIVE MBA PROGRAM, ERASMUS UNIVERSITY SCHOOL OF BUSINESS, WASHINGTON, DC (FEBRUARY 28, 2024): THE BERTELSMANN FOUNDATION HOSTED A HALF-DAY SEMINAR FOR THE PARTICIPANTS OF THE GLOBAL EXECUTIVE MBA PROGRAM OF THE ERASMUS UNIVERSITY (ROTTERDAM, THE NETHERLANDS) SCHOOL OF BUSINESS TO DISCUSS THE GEOPOLITICS OF THE EU, US CHINA RELATIONSHIP, THE ECONOMIC, POLITICAL AND ETHICAL NAVIGATION OF GEOPOLITICS, AND THE FUTURE OF THE TRANSATLANTIC RELATIONS. THE HALF-DAY SESSION WAS PART OF THE PROGRAM'S EXPERIENTIAL LEARNING WEEK IN WASHINGTON, DC, AND WAS KICKED-OFF WITH A PRESENTATION OF BFNA'S WORK BY IRENE BRAAM.BERTELSMANN TRANSFORMATION INDEX (BTI) ROUNDTABLE: 2024 TRANSFORMATION INDEX, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 17, 2024): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE PRESENTING THE BERTELSMANN STIFTUNG'S RESEARCH AND TAKEAWAYS FROM THE 2024 TRANSFORMATION INDEX. SENIOR EXPERTS FROM THE BERTELSMANN STIFTUNG SABINE DONNER AND HAUKE HARTMANN PRESENTED THEIR WORK. IRENE BRAAM, EXECUTIVE DIRECTOR, AND CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS, GAVE OPENING REMARKS. GUESTS INVITED WERE PART OF THE BERTELSMANN FOUNDATION FELLOWSHIP NETWORK. THE ROUNDTABLE WAS AN OPPORTUNITY FOR OPEN DISCUSSION ON TRENDS AROUND DEMOCRACY IN THE WORLD. 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 2024, SEASON FIVE, PART TWO INCLUDED PODCASTS AND VIDEO EPISODES COVERING 100 YEARS OF AMERICAN DEMOCRACY BETWEEN 1924 AND 2024. THE SEASON UNCOVERED THE COMPLEXITIES OF US HISTORY AND ASKED DISTINGUISHED GUESTS WHY IT REMAINS THE MOST ICONIC AND YET MISUNDERSTOOD DEMOCRATIC SYSTEM IN THE WORLD. THE SEASON FEATURED INTERVIEWS WITH YUVAL LEVIN, RAY SUAREZ, ELIZABETH SAUNDERS, JEFFREY ROSEN AND OTHERS.HOW TO FIX DEMOCRACY SCREENING, HILLSIDE CLUB, BERKELEY, CA (OCTOBER 15, 2024): BFNA'S DOCUMENTARY FILM, HOW TO FIX DEMOCRACY, WAS SCREENED AT THE BERKELEY HILLSIDE CLUB IN CALIFORNIA. THE SCREENING WAS FOLLOWED BY A PANEL DISCUSSION LED BY ANDREW KEEN, HOST OF THE HOW TO FIX DEMOCRACY PODCAST.DEMOCRACY & CITIZENSHIP ROUNDTABLE DISCUSSION, WASHINGTON, DC (NOVEMBER 13, 2024): BFNA, IN COLLABORATION WITH HISTORIAN DEREK LEEBAERT AND HUMANITY IN ACTION, THE PARTNER OF THE HOW TO FIX DEMOCRACY PODCAST, CO-HOSTED A ROUNDTABLE DISCUSSION EXPLORING DEMOCRACY, SOLIDARITY AND CITIZENSHIP. THE DISCUSSION WAS PRECEDED BY THE SCREENING OF A SHORT DOCUMENTARY FILM ON THE DANISH RESCUE AND WAS MODERATED BY HIA HONORARY PRESIDENT JUDITH GOLDSTEIN.LEADERSHIP IN ACTIONTHE BERTELSMANN FOUNDATION PARTNERED WITH THE ASPEN MINISTERS FORUM TO COMPLETE 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.THE INTERVIEWS FOR THESE FILMS WERE COMPLETED IN 2023, BUT THE EDITING, COMPOSITION, REVIEW AND RELEASE OCCURRED IN 2024. 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 2024, THIS MEETING TOOK PLACE IN LUGANO, SWITZERLAND, AND GATHERED MANY FOREIGN MINISTERS REPRESENTING EVERY CONTINENT ON EARTH TO DISCUSS THE HOT SPORT IN GLOBAL AFFAIRS FOR THE YEAR AHEAD. DURING THIS CONFERENCE, BERTELSMANN FOUNDATION RECORDED A SERIES OF NEW INTERVIEWS THAT WILL BE EDITED AND RELEASED IN A NEW SEASON OF LEADERSHIP IN ACTION IN 2025. ASPEN MINISTERS FORUM, LUGANO, SWITZERLAND (DECEMBER 12-15, 2024): THE ASPEN MINISTERS FORUM CONVENED FOR ITS 28TH SESSION IN LUGANO, SWITZERLAND. THIS YEAR'S MEETING, IN PARTNERSHIP WITH THE ASPEN INSTITUTE, BERTELSMANN FOUNDATION, AND THE VERSTANDIG FAMILY FOUNDATION, TITLED BUILDING STABILITY IN A FRACTURED WORLD, BROUGHT TOGETHER TWO DOZEN FORMER FOREIGN MINISTERS FROM AROUND THE WORLD, ALONG WITH TEN EXPERTS FROM ACADEMIA, GOVERNMENT, ARTS AND CULTURE, AND THE THINK TANK COMMUNITY. FOLLOWING TWO DAYS OF ROUNDTABLE DISCUSSIONS, THE BERTELSMANN FOUNDATION RECORDED SEASON FOUR OF ITS LEADERSHIP IN ACTION SERIES FEATURING FORMER SOUTH KOREAN FOREIGN MINISTER KANG KYUNG-WHA AND FORMER JORDANIAN FOREIGN MINISTER MARWAN MUASHER.VIDEOS/NO COLLAR ECONOMYTHE BERTELSMANN FOUNDATION CONTINUED ITS WORK IN THE DOCUMENTARY FILM SPHERE WITH A SPECIFIC FOCUS ON ECONOMIC, POLITICAL, SOCIAL, AND DIGITAL ISSUES, WITH AN EMPHASIS ON WHERE THOSE ISSUES OVERLAP. SPECIFICALLY, THE BERTELSMANN FOUNDATION WROTE, EDITED, AND PRODUCED THE DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS", A FEATURE-LENGTH FILM FOCUSED ON THE GLOBAL COMPETITION TO ACCESS THE MINERALS REQUIRED TO MAKE A LITHIUM BATTERY. TO ACCOMPANY THIS FILM, THE INITIATIVE COMPOSED A LONG-FORM STUDY ON THE TOPIC OF CRITICAL MINERALS THAT WILL BE PUBLISHED IN 2025. ADDITIONALLY, THE BERTELSMANN FOUNDATION HELD A SERIES OF SCREENING EVENTS FOR PRIOR DOCUMENTARIES SUCH AS "LOCAL 1196: A STEELWORKERS STRIKE", "TINDERBOX, BELT AND ROAD: CHINA IN THE BALKANS", AND "BARRY FARM: COMMUNITY, LAND, AND JUSTICE IN WASHINGTON DC." AS PART OF THIS WORK, THE INITIATIVE SUPPORTED THE NATIONAL SYNDICATION OF "BARRY FARM" ON PBS. VIRTUAL SCREENING OF TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, U.S. DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE (JANUARY 18, 2024): THE US DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE SCREENED THE BERTELSMANN FOUNDATION DOCUMENTARY "TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS" IN AN EVENT FOR THE CLASS OF NEW DIPLOMATS AND FOREIGN SERVICE OFFICERS PREPARING TO ASSUME POSTS IN EUROPE. FOLLOWING THE FILM, SAMUEL GEORGE, BERTELSMANN FOUNDATION'S GLOBAL MARKETS & DIGITAL ADVISOR, JOINED A PANEL WITH FOREIGN SERVICE SPECIALIST SARAH LUNDQUIST NUUTINEN TO DISCUSS KEY ISSUES IN THE US-EUROPE-CHINA RELATIONSHIP. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN DIRECTLY INFLUENCING FRONTLINE POLICYMAKERS IN THE TRANS-ATLANTIC RELATIONSHIP. THIS MARKS THE LATEST IN A SERIES OF EVENTS THE US DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE HAS INVITED BERTELSMANN FOUNDATION TO PARTICIPATE IN.SCREENING OF TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, NEW YORK UNIVERSITY, NEW YORK, NY (FEBRUARY 28, 2024): THE BERTELSMANN FOUNDATION PRESENTED ITS FILM "TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS" AT NEW YORK UNIVERSITY IN COLLABORATION WITH NYU'S CENTER FOR EUROPEAN AND MEDITERRANEAN STUDIES AND THE EASTERN EUROPEAN WORKSHOP. STUDENTS WATCHED THE FILM IN ADVANCE, AND THEN JOINED A LIVE PANEL EVENT THAT FEATURED BOJAN FRANCUZ (NYU CENTER ON INTERNATIONAL COOPERATION), MARIA ADELE CARRAI (GLOBAL CHINA STUDIES, NYU SHANGHAI), LARRY WOLFF AND STEPHEN GROSS (NYU CEMS), ALONG WITH THE FILM'S DIRECTOR, SAMUEL GEORGE OF THE BERTELSMANN FOUNDATION. THE DISCUSSION DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING LEADING INSTITUTIONS OF TRANS-ATLANTIC ACADEMIA, AS WELL AS AN ABILITY TO ENGAGE STUDENTS. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE, NEW YORK UNIVERSITY, WASHINGTON, DC (FEBRUARY 29, 2024): THE BERTELSMANN FOUNDATION COLLABORATED WITH NEW YORK UNIVERSITY IN WASHINGTON, DC, AND THE NYU JOHN BRADEMAS CENTER FOR A SCREENING OF THE BERTELSMANN FOUNDATION DOCUMENTARY "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC". FOLLOWING THE FILM, BERTELSMANN FOUNDATION'S GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE JOINED THE FILM'S CO-DIRECTOR SABIYHA PRINCE AND NYU PROFESSOR VICKY KIECHEL FOR A PANEL CONVERSATION. THE CONVERSATION FOCUSED ON THE IMPACT OF A HISTORY OF RACISTS AND CLASSIST ECONOMIC POLICIES, AND HOW THE OUTCOME OF THOSE POLICIES CAN BE ADDRESSED. THIS EVENT EVIDENCED THE FOUNDATION'S IMPACT IN THE ACADEMIC COMMUNITY AS WELL AS AN ABILITY TO GENERATE AN INCLUSIVE CONVERSATION.SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, OBERLIN COLLEGE, OBERLIN, OHIO (MARCH 19, 2024): THE BERTELSMANN FOUNDATION PARTNERED WITH OBERLIN COLLEGE FOR A PRESENTATION OF THE BERTELSMANN FOUNDATION DOCUMENTARY "LOCAL 1196: A STEELWORKERS STRIKE". THE PRESENTATION WAS PART OF BERTELSMANN FOUNDATION'S 2024 ELECTION ACTIVITIES. FOLLOWING THE FILM, BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE JOINED OBERLIN COLLEGE PROFESSOR GEOFF PINGREE FOR A CONVERSATION ON THE THEMES OF THE FILM WITH THE STUDENTS AND AUDIENCE MEMBERS. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S ABILITY TO ENGAGE AUDIENCES BEYOND WASHINGTON, DC, IN DIALOGUE ABOUT THE IMPORTANCE OF ENGAGEMENT IN THE DEMOCRATIC PROCESS, AS WELL AS THE FOUNDATION'S SUCCESS IN ENGAGING THE ACADEMIC COMMUNITY.SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, BATTLE OF HOMESTEAD FOUNDATION, PITTSBURGH, PA (MARCH 19, 2024): THE BERTELSMANN FOUNDATION COLLABORATED WITH THE BATTLE OF HOMESTEAD FOUNDATION AND THE OFFICE OF STATE SENATOR LINDSEY WILLIAMS FOR A PRESENTATION OF "LOCAL 1196: A STEELWORKERS STRIKE" AT A CINEMA IN PITTSBURGH. THE PRESENTATION WAS PART OF THE BERTELSMANN FOUNDATI |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) AIMS TO STRENGTHEN THE TIES AMONG US LEGISLATIVE BODIES, GERMAN BUNDESTAG, THE EUROPEAN PARLIAMENT (EP), AND THE PRIVATE SECTOR. BFF IS THE BERTELSMANN FOUNDATION'S FLAGSHIP PROJECT HELPING TO CREATE A COMMON TRANSATLANTIC POLITICAL CULTURE IN ORDER TO FACILITATE BETTER POLICY COOPERATION AND EXCHANGE BEST-PRACTICES IN ALL THREE LEGISLATIVE BODIES AND KEY INDUSTRY ACTORS. BFF CONNECTED US STATE LEGISLATORS, BUNDESTAG AND EP STAFF WITH SIMILAR POLICY EXPERTISE AND PROVIDED THEM WITH DEEPER AWARENESS OF THE LEGISLATIVE PROCESSES AND THE POLITICAL AND INSTITUTIONAL CHALLENGES THAT EXIST ACROSS THE ATLANTIC. IN 2024, BFF FOCUSED ON DEVELOPING TRANSATLANTIC POLICY CENTERED AROUND THE FUTURE OF DEMOCRACY. THE PROGRAM WAS COMPOSED OF TWO RESEARCH TRIPS, ONE IN BRUSSELS AND ONE IN WASHINGTON, DC, VIRTUAL SESSIONS WITH EXTERNAL EXPERTS, AS WELL AS A FINAL PUBLICATION INCORPORATING THE WORK OF EACH FELLOW. PARTICIPANTS LEARNED TOGETHER, SHARED EXPERTISE, AND FORGED COMMON SOLUTIONS.U.S. ELECTIONS ROUNDTABLE AND BERTELSMANN FOUNDATION FELLOWSHIP (BFF) ALUMNI EVENT, BERLIN, GERMANY (APRIL 17, 2024): THE BERTELSMANN FOUNDATION HOSTED A BERTELSMANN FOUNDATION FELLOWSHIP ALUMNI EVENT IN BERLIN, IN THE BERTELSMANN STIFTUNG OFFICES, AROUND THE U.S. ELECTIONS. THE ALUMNI ENGAGED IN AN HOUR-LONG ROUNDTABLE AND Q&A THAT WAS MODERATED BY CHLOE LADD OF THE BERTELSMANN FOUNDATION. COURTNEY FLYNN MARTINO (BERTELSMANN FOUNDATION) AND BRANDON BOHRN (BERTELSMANN STIFTUNG) DISCUSSED THE U.S. ELECTIONS AND THEIR DYNAMICS. MS. FLYNN-MARTINO DISCUSSED THE U.S. ELECTION PROJECT AT THE BERTELSMANN FOUNDATION AND HER TAKEAWAYS FROM HER RESEARCH. MR. BOHRN DISCUSSED THE BERTELSMANN STIFTUNG'S WORK AROUND THE U.S. ELECTIONS AND A POTENTIAL TRUMP 2.0 SCENARIO. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 1 (MAY 7, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS FIRST VIRTUAL SESSION. THE SESSION WAS AN OPPORTUNITY FOR FELLOWS TO INTRODUCE THEMSELVES. FELLOWS WERE ASKED TO ANSWER TWO QUESTIONS: WHY DEFEND DEMOCRACY? WHY DID YOU APPLY TO THE FELLOWSHIP? THE SESSION ENDED WITH A GENERAL OVERVIEW OF THE PROGRAMMING THROUGH OCTOBER. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 2 (MAY 14, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS SECOND VIRTUAL SESSION. THIS SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT EUROPEAN INSTITUTIONS AND PRIORITIES FOR THE NEXT ELECTIONS TO BE HELD IN JUNE. THE SESSION WAS LED BY EXTERNAL EXPERT MICHELE ZAGORDO, SENIOR AUDITOR FOR THE EUROPEAN COURT OF AUDITORS. MR. ZAGORDO FIRST DISCUSSED EU INSTITUTIONS AND THE ELECTIONS. FOLLOWING THE PRESENTATION, FELLOW SLAVINA ANCHEVA MODERATED A Q&A WITH THE FELLOWS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) WELCOME EVENT, WASHINGTON, DC (MAY 17 2024): THE BERTELSMANN FOUNDATION HOSTED A WELCOME EVENT FOR THE 2024 BERTELSMANN FOUNDATION FELLOWS BASED IN DC. THE NETWORKING EVENT PROVIDED FELLOWS AN OPPORTUNITY TO DISCUSS THE STATE OF DEMOCRACY, PRIOR TO THE JULY IN-PERSON, KICK-OFF MEETINGS. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 3 (MAY 29, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS THIRD VIRTUAL SESSION. THE SESSION PROVIDED BFNA FELLOWS AN OPPORTUNITY TO LEARN ABOUT AMERICAN INSTITUTIONS AND PRIORITIES FOR THE NOVEMBER ELECTIONS. THE SESSION WAS LED BY EXTERNAL EXPERT CASEY BURGAT, LEGISLATIVE AFFAIRS PROGRAM DIRECTOR AT GEORGE WASHINGTON UNIVERSITY. FOLLOWING MR. BURGAT'S PRESENTATION, FELLOW AUBREY WILSON MODERATED A Q&A SESSION WITH THE PARTICIPANTS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 4 (JUNE 4, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS FOURTH VIRTUAL SESSION. THE SESSION PROVIDED BFNA FELLOWS AN OPPORTUNITY TO LEARN ABOUT ELECTIONS IN INDIA AND THE IMPACT OF THEIR RESULTS. THE SESSION WAS LED BY EXTERNAL EXPERT OSAMA MANZAR, FOUNDER OF THE DIGITAL EMPOWERMENT FOUNDATION. MR. MANZAR DISCUSSED DIGITAL NARRATIVES IN INDIA AND THEIR IMPACT ON THE ELECTIONS. FOLLOWING THE PRESENTATION, FELLOW ANDREW KOLB MODERATED A Q&A SESSION WITH THE PARTICIPANTS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 5 (JUNE 12, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS FIFTH VIRTUAL SESSION. THE SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT ELECTIONS IN TAIWAN AND EFFORTS TO COMBAT FOREIGN INTERFERENCE. THE SESSION WAS LED BY EXTERNAL EXPERT TIM NIVEN, RESEARCH LEAD AT DOUBLE THINK LAB. MR. NIVEN DISCUSSED THE FOREIGN INTERFERENCE FRAMEWORK THAT TAIWAN IS EXPLORING TO COMBAT THREATS TO THEIR DEMOCRACY. FOLLOWING THE PRESENTATION, FELLOW KELSEY RITCHIE-FRIERSON MODERATED A Q&A SESSION WITH THE PARTICIPANTS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 6 (JUNE 25, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS SIXTH VIRTUAL SESSION. THIS SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT ELECTIONS IN MEXICO AND UPCOMING PROPOSED POLITICAL REFORMS. THE SESSION WAS LED BY EXTERNAL EXPERT LILA ABED, ACTING DIRECTOR OF THE WILSON CENTER'S MEXICO CENTER. MS. ABED COVERED THE CURRENT TRANSITORY PHASE MEXICO FINDS ITSELF IN, WITH A DEEP DIVE INTO THE UPCOMING PROPOSED ELECTORAL AND INSTITUTIONAL REFORMS. FOLLOWING THE PRESENTATION, FELLOW RAFAEL GOLDZWEIG MODERATED A Q&A SESSION WITH THE FELLOWS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) WELCOME, WASHINGTON, DC (JULY 21, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) KICKED OFF ITS IN-PERSON TRIP TO DC WITH A WELCOME DINNER AT THE DARCY HOTEL IN WASHINGTON, DC. THE EVENT PROVIDED FELLOWS AN OPPORTUNITY TO ENGAGE AND NETWORK PRIOR TO THE WEEK OF SESSIONS HELD IN DC. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 1, WASHINGTON, DC (JULY 22, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS FIRST ALL DAY SESSIONS. THE FIRST MORNING SESSION WAS HELD IN THE BFNA FIRST-FLOOR CONFERENCE ROOM FOR AN EXPECTATION SETTING SESSION WITH THE FELLOWS. FELLOWS THEN MET WITH BLAINE VOLPE, SENIOR DIRECTOR OF MEMBERSHIP AT FUTURE CAUCUS, AROUND THE NEXT GENERATION OF LEADERS IN THE UNITED STATES. THE AFTERNOON CONSISTED OF A TWO-HOUR SEMINAR WITH ASPEN INSTITUTE AROUND DEMOCRACY. THE DAY CONCLUDED AT THE GERMAN MARSHALL FUND WITH TARSI DUNLOP, SENIOR PROGRAM OFFICER, TO DISCUSS GMF CITIES AND LOCAL EFFORTS AROUND DEMOCRACY. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 2, WASHINGTON, DC (JULY 23, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS SECOND ALL DAY SESSIONS. A MORNING WORKSHOP WAS HOSTED AT BFNA IN PARTNERSHIP WITH DEMOCRACY 2076 AROUND DESIGNING THE FUTURE OF OUR INSTITUTIONS. NEXT, FELLOWS WERE HOSTED AT NEW AMERICA FOR A LUNCH DISCUSSION ON LOCAL CIVIC LIFE IN THE U.S., WHICH ALSO HIGHLIGHTED BERTELSMANN FELLOW RICHARD YOUNG'S WORK IN LEXINGTON, KENTUCKY. FELLOWS ENGAGED WITH MARK SCHMITT, POLITICAL REFORM SENIOR DIRECTOR, AND HOLLIE RUSSON GILMAN, POLITICAL REFORM SENIOR FELLOW, AT NEW AMERICA. THE FINAL AFTERNOON SESSION WAS HELD AT AMERICAN ENTERPRISE INSTITUTE WHERE FELLOWS MET WITH PHILIP WALLACH, SENIOR FELLOW, AROUND BUILDING TRUST IN OUR INSTITUTIONS. THE DAY ENDED WITH A NETWORKING RECEPTION HOSTED BY BFNA IN HONOR OF THE CURRENT CLASS AND IN PARTNERSHIP WITH YOUNG PROFESSIONALS IN FOREIGN POLICY FOR THEIR FELLOWSHIP OF RISING EXPERTS. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 3, WASHINGTON, DC (JULY 24, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS THIRD DAY OF SESSIONS IN DC. THE FIRST SESSION OF THE DAY WAS HOSTED AT BFNA WITH MIKE WARREN, SENIOR EDITOR OF THE DISPATCH, TO DISCUSS THE EVOLVING MEDIA LANDSCAPE IN THE UNITED STATES. FELLOWS THEN WENT TO THE COUNCIL OF FOREIGN RELATIONS TO MEET WITH KAT DUFFY, SENIOR FELLOW OF DIGITAL AND CYBERSPACE POLICY, TO DISCUSS THE FUTURE OF DIGITAL REGULATION IN THE UNITED STATES. IN THE AFTERNOON, FELLOWS MET WITH DEPUTY ASSISTANT ADMINISTRATOR CLAIRE EHMAN FROM USAID TO DISCUSS USAID'S NEW DEMOCRACY, HUMAN RIGHTS AND GOVERNANCE POLICY. THE LAST SESSION OF THE DAY WAS WITH MAX BERGER, SENIOR ADVISOR AT DEMREVIVAL, AND DREW VOLMERT, VP AND POLITICAL SCIENTIST AT FRAMEWORKS INSTITUTE, TO DISCUSS MINDSETS AND NARRATIVES AROUND DEMOCRACY. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 4, WASHINGTON, DC (JULY 25, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS FOURTH AND FINAL DAY OF SESSIONS IN DC. A MORNING RANGE WORKSHOP WAS HOSTED BY TONY SILBERFELD TO ENGAGE THE FELLOWS WITH THE RANGE PLATFORM AND START THINKING ABOUT THE FUTURE OF DEMOCRACY. FELLOWS THEN HAD A SESSION AT THE WILSON CENTER WITH KELLEE WICKER, DIRECTOR OF SCIENCE AND TECHNOLOGY INNOVATION PROGRAM, AND LIZ NEWBURY, DIRECTOR OF THE SERIOUS GAMES INITIATIVE, ON HOW THE USE OF DIGITAL GAMES CAN BRIDGE POLICY RESEARCH. FELLOWS SPENT THE AFTERNOON ON THE HILL ENGAGING WITH THE HOUSE AND SENATE. FELLOWS MET WITH HEATHER PAINTER, LEGISLATIVE DIRECTOR FOR DEREK KILMER, ON HOUSE MODERNIZATION EFFORTS AND WITH DYLAN IRLBECK, TECH POLICY FELLOW ON THE SENATE FINANCE COMMITTEE, ON DIGITIZATION OF GOVERNMENT SERVICES. THE DAY ENDED WITH A WRAP-UP DINNER AND REVIEW OF THE PROGRAM.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 7 (SEPTEMBER 10, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS SEVENTH VIRTUAL SESSION. THIS SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT THE USE OF LANGUAGE AND DEMOCRACY WORK. THE SESSION WAS LED BY EXTERNAL EXPERT SIRI ERICKSON, PROGRAM SUPPORT LEAD AT PACE. SHE COVERED THE LATEST RESEARCH FROM PACE'S CIVIC PERCEPTIONS PROJECT AND PROVIDED A DETAILED OVERVIEW OF THE IMPORTANCE OF LANGUAGE IN COMMUNICATING AROUND DEMOCRACY. THE SECOND HALF OF THE SESSION WAS MODERATED BY FELLOW RICHARD YOUNG FOR Q&A WITH THE FELLOWS.BERTELSMANN FO |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | EU DIPLOMATS TOWN HALLSIN 2024, THE BERTELSMANN FOUNDATION CARRIED OUT TWO TOWN HALL EVENTS IN COLLABORATION WITH THE EU DELEGATION TO THE UNITED STATES. THE PURPOSE OF THE TOWN HALL TRIPS TO CHARLOTTE (AND RALEIGH), NORTH CAROLINA AND RICHMOND, VIRGINIA WAS TO GIVE EUROPEAN DIPLOMATS A STRONGER UNDERSTANDING OF THE AMERICAN POLITICAL, ECONOMIC AND CULTURAL ENVIRONMENT OUTSIDE OF WASHINGTON, DC. THE PARTICIPATING DIPLOMATS FROM VARIOUS EU MEMBER STATES, INCLUDING FRANCE, LITHUANIA, POLAND, BELGIUM, ITALY, GREECE, AUSTRIA, SLOVAKIA, LATVIA, PORTUGAL, SWEDEN, ESTONIA, CYPRUS, THE CZECH REPUBLIC AND THE EUROPEAN PARLIAMENT LIAISON OFFICE, MET WITH THE STATE LEGISLATORS, LOCAL NGOS, ACADEMIA, THE MEDIA AND ALSO PARTICIPATED IN PUBLIC EVENTS HOSTED BY LOCAL PARTNERS. ROUNDTABLE DISCUSSION ON THE EUROPEAN UNION, WILSON CENTER, WASHINGTON, DC (MARCH 6, 2024): THE BERTELSMANN FOUNDATION CO-HOSTED A PRIVATE ROUNDTABLE WITH THE GLOBAL EUROPE PROGRAM AT THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS WITH DANIELA SCHWARZER, MEMBER OF THE EXECUTIVE BOARD OF THE BERTELSMANN STIFTUNG. THE DISCUSSION FOCUSED ON THE MANY CHALLENGES THE EUROPEAN UNION IS FACING, FROM SAFEGUARDING DEMOCRATIC VALUES AND FIGHTING DISINFORMATION TO INTEGRATING NEW MEMBER STATES AND BUILDING A ROBUST DEFENSE INDUSTRY AND WHETHER THE EU WILL REMAIN A RELIABLE PARTNER IN THE FUTURE. DANIELA SCHWARZER, A LEADING EXPERT ON EUROPEAN AND INTERNATIONAL AFFAIRS, KICKED-OFF THE DISCUSSION WITH AN OVERVIEW ON HOW THE EU SHOULD CHANGE TO MEET THESE CHALLENGES. THE EVENT WAS ATTENDED BY REPRESENTATIVES FROM THE U.S. GOVERNMENT, EU EMBASSIES, ACADEMIA, AND THINK THANKS.VIRGINIA TOWN HALL WITH EU DELEGATION, RICHMOND, VA (MARCH 7, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO RICHMOND, VIRGINIA, WITH DANIELA SCHWARZER, MEMBER OF THE EXECUTIVE BOARD OF THE BERTELSMANN STIFTUNG AS WELL AS REPRESENTATIVES FROM THE EMBASSIES OF BELGIUM, FRANCE, AUSTRIA, SLOVAKIA, AND THE EUROPEAN UNION. TOGETHER, THE DELEGATION MET WITH DEMOCRATIC AND REPUBLICAN MEMBERS OF THE GENERAL ASSEMBLY, NON-PROFIT ORGANIZATIONS FOCUSED ON CIVIC ENGAGEMENT, AND JEFF SHAPIRO, A VIRGINIA POLITICAL COMMENTATOR. THE PURPOSE OF THE TRIP WAS TO ENHANCE THE GROUP'S UNDERSTANDING OF THE STATE OF POLITICAL AFFAIRS IN VIRGINIA. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS WITH EMBASSY STAFF, NON-PROFIT ORGANIZATIONS, AND GENERAL ASSEMBLY MEMBERS. EUROPEAN PARLIAMENT ELECTIONS ROUNDTABLE, AMERICAN UNIVERSITY, WASHINGTON, DC (APRIL 23, 2024): SARA LEMING, RESEARCH ANALYST, WAS A PANELIST WITH RYAN MELIAK, HEAD OF OUTREACH, EUROPEAN PARLIAMENT LIAISON OFFICE, AMERICAN UNIVERSITY. THE EVENT STARTED WITH A VIDEO, CREATED BY THE BERTELSMANN FOUNDATION, ON THE UPCOMING EP ELECTION. PANELISTS DISCUSSED WHAT IS MOTIVATING EUROPEAN VOTERS IN BELGIUM, ITALY, ESTONIA, THE NETHERLANDS IN GREECE. THE SPEAKERS ALSO BRIEFED STUDENTS ON HOW THE ELECTIONS ARE RUN AND WHAT TO EXPECT BASED OFF CURRENT POLLING DATA. THE DISCUSSION WAS FOLLOWED BY AN INTERACTIVE Q&A WITH STUDENTS. EUROPEAN PARLIAMENT ELECTIONS ROUNDTABLE, BERTELSMANN FOUNDATION, WASHINGTON, DC (MAY 7, 2024): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE EVENT ON THE UPCOMING EUROPEAN PARLIAMENT ELECTIONS. MR. WALTER GOETZ, DIRECTOR OF THE EUROPEAN PARLIAMENT LIAISON OFFICE IN WASHINGTON DC, PROVIDED WELCOME REMARKS, AND MR. CHRISTIAN MANGOLD, DIRECTOR GENERAL FOR INTERNAL POLICIES OF THE UNION IN THE EUROPEAN PARLIAMENT, SERVED AS THE EVENT'S KEYNOTE SPEAKER. MR. MANGOLD ANALYZED THE CURRENT POLLING PREDICTIONS OF THE EP ELECTIONS, VOTER TURNOUT, AND WHAT TO EXPECT FOLLOWING THE ELECTION. AFTER THE KEYNOTE, SARA LEMING, RESEARCH ANALYST, MODERATED AN INTERACTIVE Q&A WITH THE ATTENDEES, AND PREMIERED BFNA'S NEW ANIMATION ON WHY THE EP ELECTION IS RELEVANT TO AMERICANS AND THE FUTURE OF THE TRANSATLANTIC RELATIONSHIP. THE EVENT CONCLUDED WITH A NETWORKING RECEPTION.EUROPEAN PARLIAMENT ELECTIONS BRIEFING, CAPITOL HILL, WASHINGTON, DC (JUNE 14, 2024): THE BERTELSMANN FOUNDATION PARTNERED WITH THE EUROPEAN PARLIAMENT LIAISON OFFICE (EPLO) IN WASHINGTON, DC, TO ORGANIZE A BRIEFING ON THE EUROPEAN PARLIAMENT ELECTIONS. THE EVENT WAS HELD ON CAPITOL HILL AND WAS HOSTED BY REPRESENTATIVE BOYLE (DEMOCRATIC PARTY) AND REPRESENTATIVE WILSON (REPUBLICAN PARTY). OVER 30 STAFFERS FROM BOTH THE DEMOCRATIC AND REPUBLICAN PARTIES ATTENDED THE BRIEFING. THE EVENT OPENED WITH THE BERTELSMANN FOUNDATION'S ANIMATED EXPLAINER, "HOW THE EUROPEAN PARLIAMENT ELECTION IS RELEVANT TO THE UNITED STATES". WALTER GOETZ (PRESIDENT OF EPLO) AND IRENE BRAAM (BERTELSMANN FOUNDATION EXECUTIVE DIRECTOR) PROVIDED REMARKS ON THE ELECTION RESULTS AND THEN OPENED THE FLOOR FOR Q&A. THE EVENT PROVIDED CONGRESSIONAL STAFFERS WITH A STRONG UNDERSTANDING OF THE RECENT EUROPEAN PARLIAMENT ELECTION AND THE WORK OF THE BERTELSMANN FOUNDATION.EU DELEGATION VISIT, NORTH CAROLINA (OCTOBER 9-10, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO RALEIGH AND CHARLOTTE, NORTH CAROLINA, WITH THE EU DELEGATION AND THIRTEEN MEMBER STATES INCLUDING AUSTRIA, BELGIUM, CYPRUS, CZECH REPUBLIC, DENMARK, ESTONIA, ITALY, LATVIA, LITHUANIA, POLAND, PORTUGAL, SLOVAKIA, AND SWEDEN. THE VISIT BEGAN IN RALEIGH, NORTH CAROLINA, WHERE THE GROUP MET WITH GOVERNOR COOPER'S TEAM AT THE EXECUTIVE MANSION, VISITED CBS-17 TO TOUR THE NEWS ROOM, AND ATTENDED A BRIEFING BY THE NC STATE POLITICAL DEPARTMENT ON NORTH CAROLINA POLITICS. THE DELEGATION ENDED THE FIRST DAY IN CHAPEL HILL WITH THE UNC HUSSMANN SCHOOL OF JOURNALISM AND THE TRANSATLANTIC MASTER'S PROGRAM. ON THE SECOND DAY, THE DELEGATION MET WITH LOCAL CITY OFFICIALS IN CHARLOTTE AND NORTH CAROLINA AND POLITICAL REPRESENTATIVES FROM BOTH THE REPUBLICAN AND DEMOCRATIC PARTY'S. THE DELEGATION WAS ALSO HOSTED FOR A LUNCH EVENT WITH THE WORLD AFFAIRS COUNCIL OF CHARLOTTE. THE TRIP WAS AN EXCELLENT OPPORTUNITY FOR THE BERTELSMANN FOUNDATION TO ESTABLISH NEW CONNECTIONS IN NORTH CAROLINA AND WITH EU MEMBER STATE DIPLOMATS BASED IN WASHINGTON, DC.GERMAN EMBASSY TOWN HALLSIN 2024, THE BERTELSMANN FOUNDATION CARRIED OUT TWO TOWN HALL PROJECTS WITH THE GERMAN EMBASSY. THE PURPOSE OF THE PROJECT WAS TO GIVE GERMAN DIPLOMATS A STRONGER UNDERSTANDING OF THE AMERICAN POLITICAL, ECONOMIC AND CULTURAL ENVIRONMENT OUTSIDE OF WASHINGTON, DC AND AMERICA'S CLIMATE POLICY. IN ADDITION, THE VISITS ALLOWED BOTH THE GERMAN EMBASSY AND THE BERTELSMANN FOUNDATION TO CONNECT WITH VARIOUS COMMUNITY STAKEHOLDERS AND EXPAND THEIR RESPECTIVE NETWORKS. DURING THE TRIPS, THE DELEGATION HELD BILATERAL MEETINGS AND PUBLIC EVENTS WITH A DIVERSE RANGE OF NGOS, ELECTED OFFICIALS, MEDIA, ACADEMIA AND AMERICAN CITIZENS. TOGETHER THESE GROUPS PROVIDED A WELL-ROUNDED PERSPECTIVE AND AN IN-DEPTH UNDERSTANDING OF THE ISSUES SHAPING THE MINDS OF THE AMERICAN PUBLIC. IN 2024, THE DELEGATION TRAVELED TO NINE STATES ON SIX SEPARATE TRIPS. LOCATIONS INCLUDED DENVER, COLORADO; ST. PAUL, MINNESOTA; BATON ROUGE, LOUISIANA; CHARLESTON, WEST VIRGINIA; PORTLAND, MAINE; BURLINGTON, VERMONT; COVINGTON, KENTUCKY; COLUMBUS, OHIO AND CARMEL, INDIANA.GERMAN EMBASSY TOWN HALLS, COLORADO (APRIL 8-11, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO DENVER, BOULDER, AND COLORADO SPRINGS, COLORADO, WITH MR. MARKUS TEGLAS, POLITICAL COUNSELOR, GERMAN EMBASSY, WASHINGTON DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. TEGLAS' UNDERSTANDING OF THE STATE OF ECONOMIC AND POLITICAL AFFAIRS IN THE COLORADO REGION OF THE UNITED STATES. THE TOWN HALL KICKED OFF IN BOULDER, COLORADO, WITH A DINNER MEETING WITH MAYOR AARON BROCKETT. ON THE SECOND DAY, THE DELEGATION MET WITH LEGISLATORS FROM BOTH THE REPUBLICAN AND DEMOCRATIC PARTIES, CIVIC ENGAGEMENT LEADERS, AND LATINO COMMUNITY LEADERS. THE GROUP ALSO TOOK PART IN PUBLIC EVENTS WITH WORLD DENVER AND DENVER UNIVERSITY'S JOSEF KORBEL SCHOOL OF INTERNATIONAL STUDIES. THE FOLLOWING DAY, THE GROUP VISITED COLORADO SPRINGS AND MET WITH MAYOR YEMI MOBOLADE, LOCAL POLITICAL GROUPS, AND THE WORLD AFFAIRS COUNCIL. MAIN TOPICS OF DISCUSSION INCLUDED HOUSING AFFORDABILITY, ENVIRONMENTAL CHALLENGES, AND THE GROWING INFLUENCE OF THE LATINO COMMUNITY. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT THE ONGOING CHALLENGES IN COLORADO AND THE ROCKY MOUNTAIN REGION OF THE UNITED STATES.GERMAN EMBASSY CLIMATE TOWN HALLS, LOUISIANA (JUNE 6-7, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO NEW ORLEANS AND BATON ROUGE, LOUISIANA, WITH SOPHIE HEMMER, CLIMATE COUNSELOR AT THE GERMAN EMBASSY IN WASHINGTON, DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MS. HEMMER'S UNDERSTANDING OF THE STATE OF THE ENVIRONMENT AND NATURAL RESOURCES IN THE DEEP SOUTH REGION OF THE UNITED STATES. THE TOWN HALL KICKED-OFF IN NEW ORLEANS AND INCLUDED MEETINGS WITH MAYOR CANTRELL, THE SIERRA CLUB, TULANE ENVIRONMENTAL LAW CLINIC, THE AFFORDABLE ALLIANCE FOR ENERGY, AND A PUBLIC EVENT ON COASTAL FLOODING WITH THE NATURE CONSERVANCY. ON THE SECOND DAY, THE DELEGATION TRAVELED TO BATON ROUGE TO MEET WITH STATE LEGISLATORS FROM THE ENVIRONMENTAL & NATURAL RESOURCES COMMITTEE, THE LOUISIANA DEPARTMENT FOR ENVIRONMENTAL EQUALITY, AND DAVANTE LEWIS, PUBLIC COMMISSIONER FOR THE STATE OF LOUISIANA. THE DELEGATION ALSO MET WITH THE REPUBLICAN WOMEN'S CLUB OF BATON ROUGE TO DISCUSS ENVIRONMENTAL SUSTAINABILITY AND THE STATE OF POLITICS. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT ONGOING CHALLENGES IN LOUISIANA AND THE DEEP SOUTH REGION OF THE UNITED STATES. GERMAN EMBASSY TOWN HALLS, MINNESOTA (JUNE 11-12, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO THE CITIES OF MINNEAPOLIS, ST. PAUL, AND ROCHESTER, MINNESOTA WITH RAINER BREUL, HEAD OF THE POLITICAL AFFAIRS SECTION AT THE GERM |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | SUMMER ENRICHMENT SERIES, PART 1: BILATERAL RELATIONSHIPS GERMANY & FRANCE, BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 26, 2024): 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. PASCAL CONFAVREUX, SPOKESPERSON FOR THE FRENCH EMBASSY, AND MARKUS TEGLAS, MINISTER COUNSELOR OF POLITICAL AFFAIRS AT THE GERMAN EMBASSY, SERVED AS GUEST SPEAKERS. THE EVENT BEGAN WITH A SHORT PRESENTATION OF THE TRANSATLANTIC BAROMETER BY COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS. FOLLOWING THE BAROMETER PRESENTATION, MR. CONFAVREUX SPOKE FROM A FRENCH PERSPECTIVE AND MR. TEGLAS PROVIDED A GERMAN PERSPECTIVE ON THE HISTORICAL ROOTS OF THE FRENCH-GERMAN RELATIONSHIP, AS LEADERS OF THE EU, AND ON THE COMMON CHALLENGES CURRENTLY FACED BY BOTH COUNTRIES. SUMMER ENRICHMENT SERIES, NETWORKING & CAREER PANEL, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 12, 2024): THE BERTELSMANN FOUNDATION HOSTED YOUNG PROFESSIONALS AND FIVE GUEST SPEAKERS AS PART OF A TRANSATLANTIC CAREER PANEL FOR THE SUMMER ENRICHMENT SERIES. CAREER PANELISTS INCLUDED CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS AT THE BERTELSMANN FOUNDATION, MASA OCVRIK, PROGRAM COORDINATOR FOR THE GLOBAL EUROPE PROGRAM AT THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS, SOPHIE RASMUSSEN, PUBLIC DIPLOMACY ADVISOR AT THE EMBASSY OF DENMARK, PABLO RASMUSSEN, SPECIAL ASSISTANT TO THE DIRECTOR OF PEACE CORPS, AND NOAH DEMICHELE, ASSOCIATE AT DENTONS GLOBAL ADVISORS - ALBRIGHT STONEBRIDGE GROUP'SEUROPE PRACTICE. EACH PANELIST SHARED INFORMATION ABOUT THEIR CAREER PATHS AND OFFERED ADVICE TO THE ASPIRING GRADUATE STUDENTS SEEKING TO ENTER THE TRANSATLANTIC ARENA POST-GRADUATION. SUMMER ENRICHMENT SERIES, PART 2: TRANSATLANTIC COOPERATION TOWARDS THE ENVIRONMENT, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 17, 2024): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART TWO OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS CLIMATE CHANGE AND HOW THE U.S. AND EUROPEAN UNION ARE WORKING TOGETHER TO COMBAT IT. MR. MILO MCBRIDE, FELLOW, SUSTAINABILITY, CLIMATE AND GEOPOLITICS PROGRAM AT CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE, AND MS. SOPHIE HEMMER, CLIMATE COUNSELOR AT THE GERMAN EMBASSY IN WASHINGTON, DC, SERVED AS GUEST SPEAKERS. THE EVENT BEGAN WITH A SHORT PRESENTATION OF BFNA'S RANGE PLATFORM BY MARSHALL REID, SENIOR MANAGER OF US-EU-ASIA DYNAMICS. FOLLOWING THE RANGE PRESENTATION, THE TWO SPEAKERS PROVIDED A KEY NOTE ADDRESS, FOLLOWED BY Q&A WITH THE PARTICIPANTS. SUMMER ENRICHMENT SERIES, PART 3: THE FUTURE OF TRANSATLANTIC DEFENSE, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 31, 2024): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND THREE GUEST SPEAKERS FOR THE LAST MEETING OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS THE FUTURE OF TRANSATLANTIC DEFENSE FEATURING SPACE POLICY. OUR THREE GUEST SPEAKERS WERE MR. TONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS AT THE BERTELSMANN FOUNDATION, MR. DICK BUENNEKE, SENIOR ADVISOR FOR NATIONAL SECURITY SPACE POLICY IN THE BUREAU OF ARMS CONTROL, AND REAR ADMIRAL HENNING FALTON, MILITARY ADVISOR AT THE EUROPEAN EXTERNAL ACTION SERVICE. THE EVENT BEGAN WITH A SHORT PRESENTATION OF THE TRANSATLANTIC PERISCOPE BY LAUREN LETIZIA, TRANSATLANTIC PROJECTS FELLOW AT THE BERTELSMANN FOUNDATION. FOLLOWING THE TRANSATLANTIC PERISCOPE PRESENTATION, THE THREE SPEAKERS PROVIDED REMARKS TO THE GROUP AND THEN THE PARTICIPANTS HAD THE OPPORTUNITY TO ASK THE SPEAKERS QUESTIONS. THE TRUST PROJECTAS PART OF THE BERTELSMANN FOUNDATION'S WORK IN HOSTING THE WASHINGTON, DC REINHARD MOHN PRIZE ROUNDTABLE, WE SELECTED ONE OF THE INNOVATIONS FEATURED IN OUR DISCUSSIONS TO TRANSFORM INTO AN EXPLANATORY ANIMATION THAT WOULD BE A USEFUL EDUCATIONAL TOOL, LONG AFTER THE PROJECTED ENDED. WITH THAT IN MIND, THE FOUNDATION PARTNERED WITH THE TRUST PROJECT, A NON-PROFIT ORGANIZATION FOCUSED ON LABELING DISINFORMATION, TO CREATE A VIDEO HIGHLIGHTING THE EIGHT TRUST INDICATORS FOR A HEALTHY MEDIA ENVIRONMENT. BY FOLLOWING EACH OF THE INDICATORS, THE PUBLIC WOULD BE EQUIPPED TO IDENTIFY WHETHER WHAT THEY READ IS FACTUAL OR A PIECE OF DISINFORMATION. THE TRUST PROJECT PARTNERS WITH MORE THAN 300 MEDIA OUTLETS AROUND THE WORLD WHO WILL FEATURE THIS EDUCATIONAL VIDEO ON THEIR RESPECTIVE WEBSITES, SO CITIZENS WILL BE BETTER INFORMED AND ABLE TO SEPARATE FACT FROM FICTION. TRANSATLANTIC BAROMETERTHE TRANSATLANTIC BAROMETER IS AN ONLINE PLATFORM, LAUNCHED BY THE BERTELSMANN FOUNDATION IN 2022, WHICH PROVIDES TRANSPARENT AND CREDIBLE POLICY OVERVIEWS, VISUAL REPRESENTATIONS, AND EXPERT INSIGHT ON PRESSING TRANSATLANTIC CHALLENGES FOR 30 COUNTRIES AND THE EUROPEAN UNION. FOUR NEW TOPICS WERE ADDED TO THE TRANSATLANTIC BAROMETER IN 2024: MIGRATION, ELECTIONS AND VOTER TURNOUT, FOREIGN DIRECT INVESTMENT, AND E-GOVERNANCE. THE TOTAL NUMBER OF TOPICS FEATURED ON THE TRANSATLANTIC BAROMETER IS NOW 17. IN ADDITION TO THE WRITTEN CONTENT, FOUR EXPERT INTERVIEWS WERE UPLOADED TO THE SITE IN 2024, FEATURING KEY DECISIONMAKERS FROM THE UNITED STATES, GERMANY, AND ESTONIA. TEN ADDITIONAL INFOGRAPHICS ACCOMPANIED THE TOPICS IN 2024, AND TWO NEW INFOGRAPHIC MODULES WERE LAUNCHED: TREE MAPS AND CHOROPLETH MAPS. FRANCO-GERMAN ROUNDTABLE, BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 25, 2024): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE ON FRANCO-GERMAN APPROACHES TO DEMOCRACY AND ELECTIONS. COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS AND CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS, ORGANIZED AND MODERATED THE EVENT, TONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, GAVE OPENING INTRODUCTIONS, AND EXTERNAL GUESTS PASCAL CONFAVREUX FROM THE FRENCH EMBASSY AND RAINER BREUL FROM THE GERMAN EMBASSY GAVE REMARKS. TOPICS COVERED INCLUDED THE EUROPEAN ELECTION RESULTS, EFFORTS TO FIGHT MISINFORMATION AND DISINFORMATION, AND VOTER TURNOUT. TRANSATLANTIC FORESIGHT LAB (RANGE)THE BERTELSMANN FOUNDATION, IN PARTNERSHIP WITH THE BERTELSMANN STIFTUNG, CONTINUED ITS JOINT WORK IN THE TRANSATLANTIC FORESIGHT LAB IN 2024. THIS PROJECT HAS TWO DISTINCT, BUT RELATED, ELEMENTS: TO IDENTIFY FUTURE CHALLENGES IN THE EURO-AMERICAN POLICY AGENDA AND TO PRESCRIBE PROACTIVE SOLUTIONS TO ADDRESS THE COMING CHALLENGES. THE FIRST ELEMENT IS RANGE (REASSESSING ASSUMPTIONS IN A NEW GEOSTRATEGIC ENVIRONMENT), AN ONLINE PLATFORM THAT CREATES A CROWD-SOURCED FORECASTING FUNCTION TO PREDICT WHAT LIES AHEAD. THIS YEAR THE PROJECT SCALED UP ITS ACTIVE USER BASE OF FORECASTERS TO OVER 1100. THIS RESULTED IN SEVERAL THOUSAND FORECASTS THAT SERVE AS BENCHMARKS AND DATA POINTS FOR THE OFFICIAL POLICYMAKING PROCESSES IN BRUSSELS AND WASHINGTON. THE FORECASTING WORK ONLINE WAS EXPANDED THIS YEAR TO IN-PERSON WORKSHOPS WITH MINISTRIES OF FOREIGN AFFAIRS IN MADRID, BERLIN AND ATHENS, AND STUDENT TRAINING SESSIONS IN UNIVERSITIES IN THE US AND EU.THE SECOND ELEMENT, THE TRANSATLANTIC EXPERT WORKING GROUP, MET IN BRUSSELS AND BERLIN IN 2024 TO CONTINUE DRAFTING PAPERS FOR A FINAL REPORT LOOKING AT TRANSATLANTIC GUARDRAILS AHEAD OF THE 2024 US AND EU ELECTIONS. IN ADDITION TO THE GROUP DISCUSSIONS, EXPERTS ATTENDED A FULL PROGRAM OF BILATERAL MEETINGS AT THE GERMAN FOREIGN OFFICE AND WITH OFFICIALS IN THE EU COMMISSION.TRANSATLANTIC BRIDGE CONFERENCE, INSTITUTO EMPRESA, MADRID, SPAIN (MARCH 12, 2024): IE UNIVERSITY, YALE UNIVERSITY, SCIENCE PO, AND JOHNSON HOPKINS HOSTED THE TRANSATLANTIC BRIDGE CONFERENCE AT THE IE CAMPUS IN MADRID. THE BERTELSMANN FOUNDATION WAS ALSO A FINANCIAL CO-SPONSOR OF THE EVENT. THE FULL DAY OF SESSIONS WAS LED BY BFNA'S TONY SILBERFELD, ALONG WITH ADAM SIEGEL OF CULTIVATE LABS, BUILT AROUND THE RANGE FORECASTING PLATFORM. THE ASSEMBLED GROUP OF 30 TRANSATLANTIC EXPERTS COMPLETED THE FULL LIFE CYCLE OF SCENARIO PLANNING THROUGH DECOMPOSITION ON A VARIETY OF GEOPOLITICAL TOPICS. THIS GATHERING WILL RESULT IN FOUR POLICY BRIEFS AND FORECASTING QUESTIONS THAT WILL BE FEATURED DURING THE SECOND LEG OF THE CONFERENCE, WHICH WILL BE HELD IN BOLOGNA, JUNE 2024. RANGE PRESENTATION, SPANISH MINISTRY OF FOREIGN AFFAIRS, MADRID, SPAIN (MARCH 14, 2024): THE BERTELSMANN FOUNDATION PRESENTED ITS CROWD SOURCED FORECASTING PLATFORM, RANGE, AT A MEETING OF THE FORESIGHT UNIT IN THE SPANISH MINISTRY OF FOREIGN AFFAIRS. LED BY BFNA'S TONY SILBERFELD, ALONGSIDE ALVARO IMBERNN, DIRECTOR OF FORESIGHT AT THE MINISTRY, THE PRESENTATION AND SUBSEQUENT DISCUSSION EXPLORED WAYS IN WHICH THE RANGE CROWD CAN BE USED AS A BENCHMARKING TOOL FOR THE MINISTRY'S OWN FORECASTING CAPABILITY. THE GROUP WILL MEET AGAIN IN THE COMING WEEKS TO DISCUSS SPECIFIC QUESTIONS TO BE INCLUDED ON THE PLATFORM, AND COMMITTED TO PARTICIPATING IN THE BERTELSMANN FORESIGHT CONFERENCE IN MAY.INTERACTIVE RANGE SESSION, UNIVERSIDAD DE MADRID COMPLUTENSE, MADRID, SPAIN (MARCH 14, 2024): THE BERTELSMANN FOUNDATION FACILITATED A RANGE INTERACTIVE FORECASTING AND TRAINING SESSION WITH EU FOREIGN POLICY AND TRANSATLANTIC STUDENTS AT THE UNIVERSIDAD DE MADRID COMPLUTENSE (UCM). DURING THE TWO-HOUR SESSION, BFNA'S TONY SILBERFELD LED STUDENTS THROUGH THE HISTORY AND METHODOLOGY OF CROWD-SOURCED FORECASTING, BEFORE LAUNCHING INTO A LIVE FORECASTING SESSION ON THE OUTCOME OF THE U.S. GENERAL ELECTION. IN ADDITION TO MAKING LIVE FORECASTS, STUDENTS WERE PRESSED TO DEFEND THEIR PREDICTIONS AND CONSIDER VARIABLES THAT WOULD CHANGE THEIR ASSESSMENTS.INTERACTIVE RANGE SESSION, INSTITUTE EMPRESA UNIVERSITY, MADRID, SPAIN (MARCH 14, 2024): THE BERTELSMANN FOUNDATION FACILITATED A RANGE INTERACTIVE FORECASTING AND TRAINING SESSION WITH EU FOREIG |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | UNITED KINGDOM PERISCOPE LAUNCH, BRITISH HOUSE OF PARLIAMENT, LONDON, UK (MAY 14, 2024): THE BERTELSMANN FOUNDATION AND THE FOREIGN POLICY CENTRE LAUNCHED THE TRANSATLANTIC PERISCOPE'S US-UK MODULE AT AN EVENT IN THE BRITISH HOUSE OF PARLIAMENT. AN INTRODUCTION TO THE PERISCOPE WAS FOLLOWED BY A PANEL DISCUSSION ON THE STATE OF US-UK RELATIONS AS WE APPROACH ELECTIONS IN BOTH COUNTRIES THIS AUTUMN. THE DISCUSSION, MODERATED BY HOUSE OF LORDS PEER BARONESS NORTHOVER, FEATURED TONY SILBERFELD FROM THE BERTELSMANN FOUNDATION, PRESHANT RAO OF SEMAFOR, LOIS TOOLE FROM THE COALITION FOR GLOBAL PROSPERITY, AND THOMAS EASON OF ASTON UNIVERSITY. THE EVENT CONCLUDED WITH AN EXTENDED Q&A WITH THE AUDIENCE.2024 TRANSATLANTIC PERISCOPE SUMMIT, BRUSSELS, BELGIUM (MAY 16, 2024): THE BERTELSMANN FOUNDATION AND EGMONT INSTITUTE CO-HOSTED THE SECOND ANNUAL TRANSATLANTIC PERISCOPE SUMMIT IN BRUSSELS, BELGIUM. CURATION FROM ACROSS THE EUROPEAN UNION AND UK GATHERED FOR A FULL-DAY PROGRAM TO DISCUSS THE CURRENT STATE OF THE PERISCOPE AND PLANS FOR THE PLATFORM GOING FORWARD. IN ADDITION TO THE DISCUSSIONS OF THE TECHNICAL AND OUTREACH ASPECTS OF THE PROJECT, PARTNERS PROVIDED DETAILED BRIEFINGS ON THE UPCOMING EU ELECTIONS AND WERE BRIEFED ON THE STATE OF TRANSATLANTIC RELATIONS BY STEVEN EVERTS, EXECUTIVE DIRECTOR OF THE EUROPEAN UNION INSTITUTE FOR SECURITY STUDIES.TRANSATLANTIC PERISCOPE WEBINAR: CENTRE FOR LIBERAL STRATEGIES BRIEFING ON THE AFTERMATH OF THE BULGARIAN NATIONAL ELECTIONS (JULY 24, 2024): THE BERTELSMANN FOUNDATION HOSTED AN INTERNAL WEBINAR FOR CURATORS OF THE TRANSATLANTIC PERISCOPE PROJECT. THE BRIEFING WAS MODERATED BY SARA LEMING, RESEARCH ANALYST, AND WAS LED BY ANNA GANEVA AND KALOYAN VALCHEV FROM THE CENTRE FOR LIBERAL STRATEGIES. BOTH COLLEAGUES PROVIDED AN INFORMATIVE PRESENTATION ON THE PRIORITIES OF THE ELECTION AND EXPLAINED THE OUTCOMES OF EACH MAJOR POLITICAL PARTY. THE PRESENTATION WAS FOLLOWED BY A Q&A DISCUSSION. THE WEBINAR WAS ATTENDED BY PERISCOPE PARTNERS IN GREECE, POLAND, CYPRUS, CROATIA, GERMANY, BELGIUM, AND THE UNITED KINGDOM.PERISCOPE PARTNER BRIEFING: PROJECT 2025 (WEBINAR) (SEPTEMBER 18, 2024): THE BERTELSMANN FOUNDATION HOSTED AN ONLINE WEBINAR TO BRIEF TRANSATLANTIC PERISCOPE PARTNERS ON THE HERITAGE FOUNDATION'S PROJECT 2025, AND ITS IMPACT ON THE US ELECTIONS. THE SESSION WAS MODERATED BY BFNA'S TONY SILBERFELD AND FEATURED A PRESENTATION FROM BRANDON BOHRN FROM THE BERTELSMANN STIFTUNG. FOLLOWING THE PRESENTATION, THE AUDIENCE OF 15 COLLEAGUES FROM PERISCOPE PARTNER ORGANIZATIONS ACROSS EUROPE PARTICIPATED IN A Q&A SESSION.TRANSATLANTIC PERISCOPE: U.S. ELECTION POST-MORTEM (VIRTUAL) (NOVEMBER 11, 2024): THE BERTELSMANN FOUNDATION HOSTED A WEBINAR WITH FOR THE TRANSATLANTIC PERISCOPE PARTNER NETWORK TO PROVIDE INSIGHTS AND ANALYSIS ON THE RESULTS ON THE U.S. ELECTIONS. THE ONLINE EVENT KICKED OFF WITH BFNA'S TONY SILBERFELD WHO PROVIDED A PRESENTATION OF THE RESULTS AT THE NATIONAL, STATE AND LOCAL LEVELS AND AN ANALYSIS OF WHAT'S TO COME. SCOTT LUCAS FROM THE CLINTON INSTITUTE AT THE UNIVERSITY COLLEGE DUBLIN FOLLOWED WITH AN EXAMINATION OF THE PROSPECTS FOR TRANSATLANTIC COOPERATION UNDER A NEW TRUMP ADMINISTRATION. THE EVENT CONCLUDED WITH AN OPEN Q&A WITH THE AUDIENCE, WHICH COVERED A RANGE OF TOPICS INCLUDING ECONOMIC POLICY, RELATIONS WITH CHINA, AND THE FUTURE OF THE MIDDLE EAST.TRANSATLANTIC PERISCOPE LAUNCH: U.S.-SWEDEN MODULE, STOCKHOLM, SWEDEN (NOVEMBER 14, 2024): THE BERTELSMANN FOUNDATION AND THE STOCKHOLM FREE WORLD FORUM (SFWF) CO-HOSTED AN EVENT TO LAUNCH THE U.S.-SWEDEN MODULE OF THE TRANSATLANTIC PERISCOPE. THE ROUNDTABLE, MODERATED BY SFWF EXECUTIVE DIRECTOR ANNA RENNEUS GUTHRIE, KICKED OFF WITH A PRESENTATION BY BFNA'S TONY SILBERFELD ON THE PURPOSE AND FUNCTIONS OF THE TRANSATLANTIC PERISCOPE. THE PRESENTATION WAS FOLLOWED BY A PANEL DISCUSSION ON THE FUTURE OF THE U.S.-SWEDEN RELATIONS IN THE AFTERMATH OF THE U.S. ELECTIONS ALSO FEATURING SFWF SENIOR FELLOW PATRIK OKSANEN AND THE WILSON CENTER'S JASON MOYER. FOLLOWING THE PANEL DISCUSSION, THE AUDIENCE ENGAGED ONLINE AND IN PERSON IN A LIVELY Q&A ON THE FUTURE OF NATO, THE COMPOSITION OF THE TRUMP NATIONAL SECURITY TEAM, AND THE PROSPECTS FOR ECONOMIC COOPERATION BETWEEN THE U.S. AND SWEDEN.TRANSATLANTIC PERISCOPE LAUNCH: U.S.-HUNGARY MODULE, BUDAPEST, HUNGARY (DECEMBER 11, 2024): THE BERTELSMANN FOUNDATION AND POLITICAL CAPITAL CO-HOSTED A LAUNCH EVENT FOR THE U.S.-HUNGARY MODULE OF THE TRANSATLANTIC PERISCOPE IN BUDAPEST. THE EVENT COMMENCED WITH AN INTRODUCTION TO THE PERISCOPE PROJECT BY POLITICAL CAPITAL'S PRESIDENT PETER KREKO AND THE BERTELSMANN FOUNDATION'S TONY SILBERFELD. THE PROCEEDINGS THEN SHIFTED TO A ROUNDTABLE DISCUSSION INCLUDING DIPLOMATS, JOURNALISTS, AND PRACTITIONERS FROM THE NGO COMMUNITY FOR A CONVERSATION ON THE IMPLICATIONS OF THE AMERICAN ELECTIONS ON THE FUTURE OF U.S.-HUNGARY RELATIONS. THE DISCUSSION WAS LED BY KREKO AND SILBERFELD AND WAS FOLLOWED BY A LIVELY Q&A SESSION WITH THE ATTENDEES.U.S. ELECTION SERIESIN 2024, THE BERTELSMANN FOUNDATION CREATED A SERIES OF EXPLANATORY AND ANALYTICAL CONTENT TO HELP EXPLAIN THE US ELECTIONS TO AN AUDIENCE IN THE US, EUROPE AND BEYOND, MADE AVAILABLE AT OUR ONLINE ELECTION HUB. RECOGNIZING THE IMMENSE IMPORTANCE FOR THE NATION AND THE GLOBAL COMMUNITY, THE PLATFORM OFFERED A DIVERSE ARRAY OF EDUCATIONAL MULTIMEDIA RESOURCES AIMED TO PROVIDE ESSENTIAL INFORMATION FOR COMPREHENDING THE PRIMARY SEASON, THE GENERAL ELECTION, AND THE POST-ELECTION TRANSITION. THE PLATFORM SERVES AS A COMPREHENSIVE RESOURCE, OFFERING PODCASTS, BLOGS, VLOGS, INFOGRAPHICS, AND EXPLANATORY ANIMATIONS. IT CATERS TO STUDENTS, JOURNALISTS, DIPLOMATS, THE POLICYMAKING COMMUNITY, AND THE PUBLIC.THE WORK POSTED TO THE ELECTION HUB ONLINE YIELDED DOZENS OF OPPORTUNITIES FOR IN-PERSON BRIEFINGS, ROUNDTABLES, AND FORECASTING WORKSHOPS RELATED TO HELPING OUR AUDIENCE BETTER UNDERSTAND THE PROCESS AND IMPLICATIONS OF THESE ELECTIONS.TRANSATLANTIC EXPERT GROUP BRIEFING ON U.S. ELECTIONS, BERTELSMANN STIFTUNG, BERLIN, GERMANY (APRIL 16, 2024): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, CONDUCTED A BRIEFING ON THE U.S. ELECTIONS FOR THE TRANSATLANTIC EXPERT GROUP MEETING AT THE BERTELSMANN STIFTUNG IN BERLIN, GERMANY. THE PARTICIPANTS CONSISTED OF SENIOR POLICY EXPERTS FROM THE U.S. AND EUROPE. THE PRESENTATION DELVED INTO OPINION POLLING ON THE STATE OF U.S. DEMOCRACY LEADING INTO THE GENERAL ELECTION, A LOOK INTO THE DRIVING ISSUES IN KEY PRIMARY STATES SUCH AS IOWA, SOUTH CAROLINA, AND GEORGIA, AS WELL AS GENERAL ELECTION TRENDS SUCH AS LOW VOTER TURNOUT AND DISSATISFACTION WITH THE MAJOR PARTY CANDIDATES. THE PRESENTATION CONCLUDED WITH A SHORT OVERVIEW OF WHAT TO EXPECT FROM A SECOND BIDEN OR TRUMP TERM, AND SEGUED INTO A DISCUSSION ON FOREIGN AND DOMESTIC POLICY CONCERNS, YOUTH VOTER ATTITUDES, AND THE IMPACT OF THE U.S. ELECTION ON TRANSATLANTIC RELATIONS.U.S. ELECTIONS OVERVIEW FOR VISITING DELEGATION OF EUROPEAN PARLIAMENT STAFFERS, BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 27, 2024): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS, MARSHALL REID, SENIOR MANAGER OF U.S.-EU-ASIA DYNAMICS, AND SAMUEL GEORGE, GLOBAL MARKETS AND DIGITAL ADVISER, HOSTED A DELEGATION OF 12 EUROPEAN PARLIAMENT STAFFERS AND THREE MEMBERS OF THE EUROPEAN PARLIAMENT LIAISON OFFICE FOR A BRIEFING ON THE 2024 U.S. ELECTIONS. BERTELSMANN STAFF OPENED THE PRESENTATION WITH AN OVERVIEW OF THE FOUNDATION'S WORK, HIGHLIGHTING THE DEMOCRACY PROJECT, DOCUMENTARY WORK, DIGITAL PLATFORMS, AND REGIONAL RESEARCH PORTFOLIOS. COURTNEY FLYNN MARTINO THEN PRESENTED ON THE 2024 U.S. ELECTIONS FOR THE DELEGATION, WITH AN EMPHASIS ON VOTER ENGAGEMENT, KEY TRENDS, AND DRIVING CAMPAIGN ISSUES. FOLLOWING THE PRESENTATION, PARTICIPANTS DISCUSSED THE U.S. ECONOMY, MIGRATION AND IMMIGRATION, AND HOW TO ENGAGE YOUNGER VOTERS. PROJECT 2025 WEBINAR BRIEFING (AUGUST 1, 2024): THE BERTELSMANN FOUNDATION HOSTED A WEBINAR BRIEFING FOR EU DIPLOMATS ON PROJECT 2025, THE HERITAGE FOUNDATION'S MANDATE FOR LEADERSHIP FOLLOWING THE NEXT US PRESIDENTIAL ELECTION. THE DISCUSSION WAS MODERATED BY BFNA'S TONY SILBERFELD AND FEATURED PRESENTATIONS FROM CATHRYN CLUVER ASHBROOK, SENIOR ADVISER FROM THE BERTELSMANN STIFTUNG, AND BRANDON BOHRN, PROJECT MANAGER AT THE STIFTUNG'S EUROPE'S FUTURE PROGRAM. FOLLOWING A DISCUSSION ON THE DETAILS OF PROJECT 2025, THE AUDIENCE REPRESENTING 19 EU MEMBER STATES ENGAGED IN A Q&A SESSION WITH THE SPEAKERS. THIS EVENT WAS PART OF BFNA'S ONGOING WORK ON THE 2024 US ELECTION.ELECTION DISINFORMATION ROUNDTABLE, BERLIN, GERMANY (SEPTEMBER 22, 2024): THE BERTELSMANN FOUNDATION'S EXECUTIVE DIRECTOR IRENE BRAAM MODERATED A ROUNDTABLE DINNER IN BERLIN TO DISCUSS THE IMPACT OF DISINFORMATION ON THE U.S. ELECTIONS. THE CONVERSATION KICKED OFF WITH OPENING REMARKS BY RENEE DIRESTA, FORMER RESEARCH DIRECTOR OF THE STANFORD INTERNET OBSERVATORY, AND DAVID BECKER, FOUNDER OF THE CENTER FOR ELECTION INNOVATION AND RESEARCH. FOLLOWING THESE COMMENTS WAS A FACILITATED DISCUSSION WITH REPRESENTATIVES FROM THE GERMAN GOVERNMENT, THINK TANKS AND JOURNALISTS. U.S. ELECTIONS BRIEFING FOR FREIBURG BUSINESS DELEGATION, DELEGATION OF GERMAN INDUSTRY AND COMMERCE, WASHINGTON, DC (SEPTEMBER 30, 2024): BFNA SENIOR MANAGER OF US-EU-ASIA DYNAMICS MARSHALL REID SPOKE WITH A DELEGATION OF GOVERNMENT AND BUSINESS OFFICIALS FROM THE GERMAN CITY OF FREIBURG ABOUT THE UPCOMING US ELECTION. THE EVENT WAS HOSTED BY THE DELEGATION OF GERMAN INDUSTRY AND COMMERCE IN WASHINGTON, DC, AND ALSO INCLUDED SPEAKERS FROM THE GERMAN EMBASSY TO THE UNITED STATES AND THE AMERICAN-GERMAN INSTITUTE. DURING THE PRESENTATION, MARSHALL BRIEFED PARTICIPANTS ON THE PRESIDENTIAL CANDID |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & EQUIPMENT | $500,530 | $500,530 | $0 | |
| HARDWARE & SOFTWARE | $374,031 | $354,099 | $19,932 | $19,932 |
| WEBSITE | $396,338 | $351,915 | $44,423 | $44,423 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING AND ADVERTISING | $474,540 | $0 | $0 | $474,539 |
| MISCELLANEOUS - OPERATING EXP | $78,677 | $0 | $0 | $78,677 |
| EVENT EXPENSES | $60,551 | $0 | $1,462 | $60,864 |
| OFFICE EXPENSES | $43,561 | $0 | $3,670 | $39,891 |
| REPAIRS AND MAINTENANCE | $28,382 | $0 | $0 | $28,382 |
| INSURANCE | $25,447 | $0 | $0 | $25,447 |
| EQUIPMENT AND SUPPLIES | $24,731 | $0 | $0 | $24,731 |
| TELECOMMUNICATIONS | $23,277 | $0 | $0 | $23,277 |
| PRINTING AND PUBLICATIONS | $20,926 | $0 | $0 | $20,926 |
| MEDIA (SUBSCRIPTION) | $16,297 | $0 | $0 | $16,297 |
| HONORARIA | $4,000 | $0 | $0 | $4,000 |
| POSTAGE AND SHIPPING | $2,999 | $0 | $0 | $2,999 |
| TRANSLATIONS | $2,416 | $0 | $0 | $2,416 |
| STAFF DEVELOPMENT | $1,349 | $0 | $0 | $1,349 |
| BANK CHARGES | $1,086 | $0 | $0 | $1,086 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOMESTIC OUTREACH AND CLIMATE TALKS | Desc |
| Revenue And Expenses Per Books | $28,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $28,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING | $3,103 | $0 | $0 | $3,103 |
| COMPUTER NETWORKING & TELECOMM | $37,038 | $0 | $0 | $37,038 |
| COMPUTER SUPPORT & MAINTENANCE | $39,996 | $0 | $0 | $39,996 |
| CONSULTANTS | $10,000 | $0 | $0 | $10,000 |
| WEB SUPPORT | $982 | $0 | $0 | $982 |
| OTHER PROFESSIONAL FEES | $252,996 | $0 | $0 | $252,996 |
| STAFF CONSULTING & PLACEMENT | $40,000 | $0 | $0 | $40,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - REAL ESTATE | CategoryTxt |
| Amt | $82,973 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $82,973 | DisbursementsCharitablePrpsAmt |
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