BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349101005
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T07:09:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOZEFINA | PersonFirstNm |
| Person Last | IRENE BRAAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,126,289 | 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 | $3,511,666 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,511,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $365,381 | 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 | $365,381 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $878,638 | 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 | $878,138 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $233,831 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $233,831 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,372 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,372 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,862 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,862 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $375,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $375,643 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $78,138 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $141,687 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $8,825 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,825 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $279,235 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $279,207 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $818,883 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $811,753 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,214,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,065,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,267,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,115,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $243,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,634,819 | CashBOYAmt |
| Cash EOY | $1,933,000 | CashEOYAmt |
| Cash EOYFMV | $1,933,000 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $9,398 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,115 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,115 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,186,896 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,029,722 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $230,492 | LandBOYAmt |
| Land EOY | $157,174 | LandEOYAmt |
| Land EOYFMV | $157,174 | LandEOYFMVAmt |
| Total Assets BOY | $1,874,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,126,289 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $133,402 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $141,080 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $133,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,080 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,741,307 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,985,209 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,741,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,741,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $243,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,985,209 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,209 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | $365,381 | $49,904 | $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 | $190,975 | $42,564 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANSATLANTIC REL DR | 35.00 | $181,494 | $24,186 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | GLOBAL/DIGITAL ADVIS | 35.00 | $110,300 | $24,296 | $0 |
| MEGAN LONG | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | ADMIN ASSISTANT | 35.00 | $73,666 | $12,700 | $0 |
| CHOLE LAIRD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | MANAGER, TRANSATLANT | 35.00 | $66,510 | $12,919 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | 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 | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | CityForeignAddress/CityNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CULTIVATE LABS | |||||||||||
| 747 N LASALLE UNIT 220 | CHICAGO | IL | 60654 | WEB DEVELOPMENT | $214,606 | ||||||
| CRITERIA COMMUNICATIONS | |||||||||||
| VIDEO & ANIMATION CONTENT | $78,300 | CALLE 50 Y 64 ESTE SAN FRANCISCO OF | 207 | PANAMA | PM | ||||||
| FINITY SA | |||||||||||
| RESEARCH & DEVELOPMENT | $66,000 | INNOVATION PARK BLDG C EPFL | SZ | LAUSANNE | 10115 | ||||||
| THEOHARIS MANAGEMENT | |||||||||||
| 5724 GENERAL WASHINGTON DRIVE | ALEXANDRIA | VA | 22312 | BLDG OPER. EXP. & CONDO INSURANCE | $62,520 | ||||||
| ANDREW KEEN PRODUCTIONS | |||||||||||
| 1937 CARLETON STREET UNIT C | BERKELEY | CA | 94704 | VIDEO FILMING & PRODUCTION | $60,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2022) FOR FURTHER INFORMATION. | Description1Txt |
| Expenses1 | $1,810,836 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2022) FOR FURTHER INFORMATION. | Description2Txt |
| Expenses2 | $1,141,877 | Expenses2Amt |
| Description3 | BFNA GENERAL EVENTS - SEE BERTELSMANN FOUNDATION PROJECT SUMMARIES (2022) FOR FURTHER INFORMATION. | Description3Txt |
| Expenses3 | $173,807 | Expenses3Amt |
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 | $2,154,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,154,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,154,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,122,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,112 | 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 | $3,115,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,115,400 | 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 | $0 | CurrentYearAmt |
| Year1 | $17,954 | Year1Amt |
| Year2 | $5,775 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $23,729 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $15,261 | Year1Amt |
| Year2 | $4,909 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $20,170 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,115,400 | CurrentYearAmt |
| Year1 | $2,459,692 | Year1Amt |
| Year2 | $2,722,795 | Year2Amt |
| Year3 | $3,846,417 | Year3Amt |
| Total | $12,144,304 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,115,400 | CurrentYearAmt |
| Year1 | $2,459,692 | Year1Amt |
| Year2 | $2,722,795 | Year2Amt |
| Year3 | $3,846,417 | Year3Amt |
| Total | $12,144,304 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,126,289 | CurrentYearAmt |
| Year1 | $1,874,709 | Year1Amt |
| Year2 | $1,933,711 | Year2Amt |
| Year3 | $2,117,793 | Year3Amt |
| Total | $8,052,502 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,126,289 | CurrentYearAmt |
| Year1 | $1,874,709 | Year1Amt |
| Year2 | $1,933,711 | Year2Amt |
| Year3 | $2,117,793 | Year3Amt |
| Total | $8,052,502 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $70,741 | CurrentYearAmt |
| Year1 | $61,861 | Year1Amt |
| Year2 | $65,241 | Year2Amt |
| Year3 | $63,223 | Year3Amt |
| Total | $261,066 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ASPEN INSTITUTE | |||||||||||
| 2300 N STREET NM SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT FOR THE ASPEN MINISTERS FORUM RESTRICTED FOR THE USE OF SUPPORTING TE PROGRAM AND GROUPS WORK IN 2022. | $30,000 | ||||
| THE CENTRE FOR FINE ARTS (PALACE OF FINE ARTS) | |||||||||||
| NONE | NC | BOZAR MAY DAYS 2022EURO ATLANTIC DIALOGUE EURO ATLANTIC DIALOGUE | $10,000 | RUE RAVENSTINE 23 | BRUSSELS | BE | 1000 | ||||
| THE JOHN ADAMS INSTITUTE | |||||||||||
| NONE | NC | SUPPORT 2022 PROGRAMS/MISSION PROVIDING AN INDEPENDENT PODIUM FOR AMERICAN CULTURE IN THE NETHERLANDS. | $5,000 | WEST-INDISCH HUIS HERENMARKT 95-A | AMSTERDAM | NL | 1013EC | ||||
| HARVARD UNIVERSITY | |||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | SUPPORT HARVARDS 2022 EUROPEAN CONFERENCE | $5,000 | ||||
| ST ALBAN'S EPISCOPAL CHURCH | |||||||||||
| 3001 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL SUPPORT | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BERTELSMANN STIFTUNG | ||||||||||
| 1 | CARL-BERTELSMANN-STRASSE 256 | GUETERSLOH | GM | 33311 | $3,448,666 | Yes (X) | ||||
| HUMANITY IN ACTION | ||||||||||
| 2 | $50,000 | Yes (X) | 41 FLATBUSH AVE STE 203 | BROOKLYN | NY | 11217 | ||||
| EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY | ||||||||||
| 3 | $8,000 | Yes (X) | 4645 RESERVOIR RD NW | WASHINGTON | DC | 20007 | ||||
| EMPOWER DC | ||||||||||
| 4 | $5,000 | Yes (X) | 1419 V ST NW | WASHINGTON | DC | 20009 | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING | CategoryTxt |
| Amt | $26,862 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,862 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PALACE OF FINE ARTS | |||||||||||
| RUE RAVENSTINE 23 | BRUSSELS | BE | 1000 | 2022-04-30 | $10,000 | BOZAR MAYDAYS 2022 EURO ATLANTIC DIALOGUE | $10,000 | NO DEVIATION OF FUNDS | 5/31/2022 | 2022-05-31 | NO DEVIATION OF FUNDS |
| THE JOHN ADAMS INSTITUTE | |||||||||||
| WEST-INDISCH HUIS HERENMARKT 95-A | AMSTERDAM | NL | 101EC | 2022-03-01 | $5,000 | SUPPORT 2022 PROGRAMS/MISSION PROVIDING AN INDEPENDENT PODIUM FOR AMERICAN CULTURE IN THE NETHERLANDS | $5,000 | NO DEVIATION OF FUNDS | 12/15/2022 | 2022-12-15 | NO DEVIATION OF FUNDS |
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 (5 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DEPRECIATION EXPENSE | FORM 990-PF, PART I, LINE 19 | DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $42,454COMPUTER SOFTWARE $36,262LEASEHOLD IMPROVEMENTS $62,971 ---------DEPRECIATION EXPENSE $141,687 ========= |
| DIRECT CHARITABLE ACTIVITY | FORM 990-PF, PART VIII-A | BERTELSMANN FOUDATION PROJECT SUMMARIES (2022)ADMINISTRATION (CC 100, 156)ATHENS DEMOCRACY FORUMTHE BERTELSMANN FOUNDATION AND THE DEMOCRACY AND CULTURE FOUNDATION COLLABORATED ON A JOINT PROJECT IN 2022 TITLED "BUILDING BLOCKS OF DEMOCRACY." THE PURPOSE OF THIS INITIATIVE WAS TO CREATE A SERIES OF GLOBALLY APPLICABLE POLICY RECOMMENDATIONS TO COMBAT THE KEY SOURCES OF DEMOCRATIC INSTABILITY. THE BERTELSMANN FOUNDATION FOCUSED ITS EFFORTS ON ADDRESSING THE SCOURGE OF DISINFORMATION IN THE POLITICAL SPACE THROUGH A SERIES OF PAPERS, ROUNDTABLES, ONLINE DEBATES AND A CITIZENS' DIALOGUE, ALL AIMING TOWARD ACTIONABLE POLICY. A SIMILAR PROCESS WAS UNDERTAKEN FEATURING TOPICS SUCH AS SCALING BACK THE POWER OF THE EXECUTIVE, ELIMINATING VOTER SUPPRESSION AND CREATING A FOURTH BRANCH OF GOVERNMENT TO ADDRESS CORRUPTION. THE BERTELSMANN FOUNDATION'S RECOMMENDATIONS WERE PRESENTED TO A COMMITTEE OF NGOS FIRST AT A CONFERENCE IN LONDON, AND SUBSEQUENTLY TO THE PUBLIC AT THE ANNUAL ATHENS DEMOCRACY FORUM.THE POWER OF INFORMATION ROUNDTABLE, WASHINGTON, DC (MAY 20, 2022): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE WORKSHOP IN PARTNERSHIP WITH THE DEMOCRACY AND CULTURE FOUNDATION AND THE ALLIANCE FOR SECURING DEMOCRACY. THE ROUNDTABLE CONVENED DISINFORMATION EXPERTS FROM GOVERNMENT, THE PRIVATE SECTOR, THINK TANKS, ACADEMIA, AND CIVIL SOCIETY TO EXAMINE THREE MAIN CHALLENGES: AUTHORITARIAN ABUSE OF DEMOCRATIC PLATFORMS, THE MONETIZATION OF DISINFORMATION, AND DEFINING DISINFORMATION AS CYBERCRIME. BFNA WILL DISTILL THE ROUNDTABLE'S DISCUSSION INTO RECOMMENDATIONS THAT WILL BE PRESENTED AT THE ATHENS DEMOCRACY FORUM. CITIZENS DIALOGUE THE POWER OF INFORMATION, VIRTUAL EVENT (JUNE 2, 2022): THE BERTELSMANN FOUNDATION CONVENED A CITIZENS' DIALOGUE AS A FOLLOW-UP TO THE POWER OF INFORMATION EXPERT ROUNDTABLE HELD TWO WEEK EARLIER. THE PURPOSE OF THIS SESSION WAS TO BRING TOGETHER A DIVERSE CROSS-SECTION OF THE NORTH AMERICAN POPULATION (US AND CANADA) TO PROVIDE FEEDBACK ON THE SET OF RECOMMENDATIONS TO COMBAT DISINFORMATION PRODUCED BY THE EXPERT ROUNDTABLE. PARTICIPANTS SHARED THEIR STORIES OF HOW DISINFORMATION HAS IMPACTED THEIR FAMILIES, THEIR WORK AND THEIR COMMUNITIES, AND OFFERED CONSTRUCTIVE FEEDBACK ON THE THREE PROPOSALS OUTLINED DURING THIS DISCUSSION. THE CITIZENS DIALOGUE FEEDBACK WILL HELP THE BERTELSMANN FOUNDATION REFINE ITS RECOMMENDATIONS, WHICH WILL ULTIMATELY BE PRESENTED TO THE ATHENS DEMOCRACY FORUM IN SEPTEMBER 2022.ATHENS DEMOCRACY FORUM BUILDING BLOCKS ROUNDTABLE, LONDON, UNITED KINGDOM (JULY 11, 2022): THE DEMOCRACY AND CULTURE FOUNDATION HOSTED THE SIXTH AND FINAL BUILDING BLOCKS OF DEMOCRACY ROUNDTABLE AT THE EUROPEAN BANK FOR RECONSTRUCTION AND DEVELOPMENT HEADQUARTERS IN LONDON. THIS EVENT BROUGHT TOGETHER THE RAPPORTEURS FROM THE FIVE INITIAL ROUNDTABLES, HELD IN WASHINGTON, SYDNEY, TEL AVIV, BERLIN AND SEOUL, TO PRESENT THEIR RESPECTIVE RECOMMENDATIONS DERIVED FROM THE EXPERT DISCUSSIONS AND CITIZENS PANELS. TONY SILBERFELD FROM THE BERTELSMANN FOUNDATION PRESENTED THE REPORT FROM WASHINGTON, WHICH COVERED THE POWER OF INFORMATION AT ITS SESSION. THE FOCUS OF BFNA'S RESULTS WAS TO CREATE A SCALABLE PILOT PROGRAM TO HAVE CITIZENS' ASSEMBLIES DESIGN A PROCESS FOR LABELING DISINFORMATION ACROSS SOCIAL MEDIA PLATFORMS AND SEARCH ENGINES. THE FINAL REPORT WILL BE PRESENTED AT THE ATHENS DEMOCRACY FORUM IN SEPTEMBER 2022. ATHENS DEMOCRACY FORUM BUILDING BLOCKS OF DEMOCRACY, ATHENS, GREECE (SEPTEMBER 28, 2022): THE BERTELSMANN FOUNDATION JOINED THE ATHENS DEMOCRACY FORUM FOR A SESSION ON THE BUILDING BLOCKS OF DEMOCRACY. THIS PANEL DISCUSSION WAS THE CULMINATION OF A YEAR-LONG PROCESS THAT DEVELOPED A REFORM PACKAGE TO TACKLE KEY CHALLENGES TO DEMOCRACY INCLUDING: DISINFORMATION, ABUSE OF EXECUTIVE POWER, AND VOTER APATHY. BFNA WAS REPRESENTED BY TONY SILBERFELD, BFNA'S DIRECTOR OF TRANSATLANTIC RELATIONS, WHO DELIVERED A PRESENTATION ON THE FINDING OF THE POWER OF INFORMATION WORK STREAM. OTHER ORGANIZATIONS PRESENTING AT THIS SESSION INCLUDED THE TAEJAE ACADEMY FROM SOUTH KOREA, IDEA FROM ISRAEL, NEW DEMOCRACY FOUNDATION FROM AUSTRALIA, AND KAS FROM GERMANY. FOLLOWING THE DISCUSSION OF THE REFORM PACKAGE, THE AUDIENCE PROVIDED TARGETED FEEDBACK TO MAKE FURTHER MODIFICATIONS TO THE PROPOSALS. THE GROUP WILL RECONVENE LATER IN THE WEEK TO DISCUSS POTENTIAL NEXT STEPS FOR THIS PROCESS. BRIDGING THE ATLANTICBRIDGING THE ATLANTIC IS A SIX-PART PODCAST MINISERIES, CREATED WITH ARE WE EUROPE, THAT EXAMINES TRANSATLANTIC RELATIONS TODAY, BEYOND THE USUAL TOUCHSTONES. THE EPISODES HAVE COVERED A VARIETY OF TOPICS IMPORTANT TO THE TRANSATLANTIC COMMUNITY, FROM CLIMATE CHANGE TO TECH REGULATION. BY FEATURING A NUMBER OF TRANSATLANTIC EXPERTS AND PRACTITIONERS, THE PODCAST ALLOWS LISTENERS TO FORMULATE NEW PERSPECTIVES ON THE TRANSATLANTIC ALLIANCE AND HEAR IDEAS FROM PEOPLE RE-IMAGINING WHAT THE RELATIONSHIP CAN AND SHOULD BE. THIS MINISERIES FEATURED INTERVIEWS WITH THE FRENCH AMBASSADOR TO THE U.S. PHILIPPE TIENNE, NPR FOREIGN CORRESPONDENT SORAYA SARHADDI NELSON, AND MORE.BRIDGING THE ATLANTIC PODCAST SERIES | EPISODE 1 (JANUARY 12, 2022): BRIDGING THE ATLANTIC IS A SIX-PART PODCAST MINISERIES, CREATED WITH ARE WE EUROPE, EXAMINING THE TRANSATLANTIC RELATIONSHIP IN 2022 THROUGH INTERVIEWS WITH POLICYMAKERS, ACADEMICS, AND EXPERTS IN INTERNATIONAL RELATIONS, ECONOMICS, HISTORY, AND MORE. THE PODCAST IS INTENDED FOR AUDIENCES BOTH WITH AN ESTABLISHED INTEREST IN TRANSATLANTIC RELATIONS WHO WORK IN GOVERNMENT, ACADEMIA, AND THE NON-PROFIT SECTOR, BUT ALSO THOSE WITH A CASUAL INTEREST IN TRANSATLANTIC CURRENT EVENTS. EPISODE 1 WAS RELEASED ON THE MAJOR PODCAST PLATFORMS AND GAVE AN OVERVIEW OF THE TRANSATLANTIC RELATIONSHIP TODAY. IT FEATURED INTERVIEWS WITH JOHN HESSLER OF THE LIBRARY OF CONGRESS ON THE WALDSEEMUELLER MAP, RACHEL RIZZO, NONRESIDENT SENIOR FELLOW AT THE ATLANTIC COUNCIL'S EUROPE CENTER ON THE FOUNDATIONS OF THE EURO-ATLANTIC ALLIANCE TODAY, AND FORMER NPR FOREIGN CORRESPONDENT SORAYA SARHADDI NELSON ON HER EXPERIENCE AS A US JOURNALIST IN GERMANY. BRIDGING THE ATLANTIC PODCAST SERIES | EPISODE 2 (MARCH 4, 2022): IN THE SECOND EPISODE OF BRIDGING THE ATLANTIC, THE PODCAST ADDRESSED A TOPIC THAT HAS A MAJOR IMPACT ON U.S.-EU RELATIONS AND IS A CENTERPIECE OF EU POLICYMAKING THIS YEAR: THE DIGITAL SERVICES ACT. THE DIGITAL SERVICES ACT (DSA) WILL DETERMINE WHAT SOCIAL MEDIA PLATFORMS OPERATING IN THE EU ARE RESPONSIBLE FOR WHEN IT COMES TO CONTENT MODERATION, PAID ADVERTISING, AND ALGORITHM TRANSPARENCY. IN THE EPISODE, THE IMPLICATIONS OF THE DSA ON ONLINE COMMUNICATION AND FREE SPEECH ARE EXPLORED IN INTERVIEWS WITH JANA GOOTH, POLICY ADVISOR TO EUROPEAN PARLIAMENT MEMBER ALEXANDRA GEESE, JEFF JARVIS, PROFESSOR OF JOURNALISM AT THE CITY UNIVERSITY OF NEW YORK, AND JULIAN JAURSCH, PROJECT DIRECTOR AT THE STIFTUNG NEUE VERANTWORTUNG IN BERLIN. BRIDGING THE ATLANTIC PODCAST SERIES | EPISODE 3 (APRIL 26, 2022): IN THE THIRD EPISODE OF BRIDGING THE ATLANTIC, AMBASSADOR OF FRANCE TO THE UNITED STATES PHILIPPE TIENNE, GERMAN MARSHALL FUND SENIOR FELLOW KRISTINE BERZINA, AND COUNSELLOR FOR COMMON SECURITY AND DEFENCE POLICY AT THE PERMANENT REPRESENTATION OF ESTONIA OLIVER MRU GAVE THEIR VIEWS ON EUROPEAN UNION SECURITY POLICY AND TRANSATLANTIC SECURITY COOPERATION IN THE CONTEXT OF RUSSIA'S INVASION OF UKRAINE. AMBASSADOR ETIENNE ALSO HIGHLIGHTED SOME OF THE GOALS OF THE FRENCH PRESIDENCY OF THE EU, MAKING THIS A TIMELY EPISODE ON TWO FRONTS. 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 2022, SEASON FOUR TURNED TO AMERICAN DEMOCRACY, EXPLORING QUESTIONS LIKE, IS AMERICAN DEMOCRACY IN JEOPARDY; WHAT ARE THE CURRENT THREATS TO AMERICAN DEMOCRACY; AND HOW CAN WE ENSURE THAT AMERICAN DEMOCRATIC INSTITUTIONS ARE PRESERVED? THE FOURTH SEASON FEATURED INTERVIEWS WITH DANA MILBANK, DARRELL M. WEST, JONATHAN RAUCH, PETER WEHNER, AND OTHERS.HOW TO FIX DEMOCRACY LIVE SESSION, AMSTERDAM, THE NETHERLANDS (APRIL 25, 2022): THE BERTELSMANN FOUNDATION AND THE JOHN ADAMS INSTITUTE CO-HOSTED AN IN-PERSON SESSION OF THE HOW TO FIX DEMOCRACY SERIES IN AMSTERDAM, THE NETHERLANDS. THIS LIVE EVENT FEATURED AUTHOR AND JOURNALIST GEORGE PACKER. WITH HTFD HOST ANDREW KEEN, THEY DISCUSSED THE STATE OF AMERICAN DEMOCRACY, THE FACTORS CAUSING THE DEMOCRATIC DECLINE, AND THE INCREASING POLARIZATION OF AMERICAN SOCIETY. THE DISCUSSION WAS FOLLOWED BY A Q&A SESSION. OVER 300 PEOPLE ATTENDED THE EVENT. A RECORDING OF THE DISCUSSION WAS RELEASED AS PART OF THE HOW TO FIX DEMOCRACY PODCAST SERIES, SEASON 4.HOW TO FIX DEMOCRACY LIVE SESSION, BRUSSELS, BELGIUM (APRIL 26, 2022): THE BERTELSMANN FOUNDATION AND THE CENTRE FOR FINE ARTS (BOZAR) CO-HOSTED AN IN-PERSON SESSION OF THE HOW TO FIX DEMOCRACY SERIES IN BRUSSELS, BELGIUM. THIS LIVE EVENT FEATURED AUTHOR AND JOURNALIST GEORGE PACKER. WITH HTFD HOST ANDREW KEEN, THEY DISCUSSED THE STATE OF AMERICAN DEMOCRACY, THE FACTORS CAUSING THE DEMOCRATIC DECLINE, AND THE INCREASING POLARIZATION OF AMERICAN SOCIETY. THE DISCUSSION WAS FOLLOWED BY A Q&A SESSION WITH THE AUDIENCE. HOW TO FIX DEMOCRACY LIVE SESSION, WASHINGTON, DC (OCTOBER 20, 2022): THE BERTELSMANN FOUNDATION AND HUMANITY IN ACTION CO-HOSTED AN IN-PERSON SESSION OF THE HOW TO FIX DEMOCRACY SERIES AT THE BERTELSMANN FOUNDATION'S OFFICE IN WASHINGTON, DC. THIS LIVE EVENT FEATURED |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, PENNSYLVANIA STATE UNIVERSITY, STATE COLLEGE, PA (OCTOBER 19, 2022): BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE VISITED THE PENNSYLVANIA STATE UNIVERSITY TO PRESENT THE BERTELSMANN FOUNDATION DOCUMENTARY FILM "LOCAL 1196: A STEELWORKERS STRIKE" IN A COLLABORATION WITH THE UNIVERSITY'S SCHOOL OF LABOR & EMPLOYMENT RELATIONS. AFTER THE FILM, GEORGE JOINED A PANEL THAT ALSO FEATURED PENN STATE PROFESSOR PAUL CLARK AND FORMER UNITED STEELWORKERS OF AMERICA GENERAL COUNSEL PAUL WHITEHEAD. THE SESSION FOCUSED ON THE ECONOMIC IMPACT OF DEINDUSTRIALIZATION IN CORE TRANSATLANTIC COUNTRIES, THE KNOCK-ON POLITICAL IMPACT OF THIS, AND HOW TO ADDRESS THE SITUATION VIA POLICY. THE EVENT EVIDENCED THE BERTELSMANN FOUNDATION'S IMPACT IN THE ACADEMIC ENVIRONMENT, AS WELL AS IN ENGAGING AUDIENCES BEYOND WASHINGTON, DC, AND ENGAGING YOUNGER AUDIENCES IN ISSUES OF CRITICAL IMPORTANCE TO THE TRANSATLANTIC RELATIONSHIP. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, DC HOUSING AUTHORITY, WASHINGTON, DC (OCTOBER 20, 2022): SHEILA LEWIS, DIRECTOR OF PUBLIC AFFAIRS AND COMMUNICATIONS AT THE DC HOUSING AUTHORITY, MODERATED A CONVERSATION WITH SABIYHA PRINCE, EMPOWER DC, AND SAMUEL GEORGE, GLOBAL MARKETS & DIGITAL ADVISOR FOR BFNA, BOTH DIRECTORS OF THE DOCUMENTARY "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC". THE SESSION FEATURED OVER 300 STAFF MEMBERS OF THE DCHA. THE STAFF WERE PREVIOUSLY GIVEN A LINK TO THE FILM AND HAD A CHANCE TO WATCH IT PRIOR TO THE PANEL SESSION. THE STAFF ALSO HAD A CHANCE TO ASK QUESTIONS. THE CONVERSATION FOCUSED ON HOW HOUSING POLICY CAN BE PURSUED IN A WAY THAT DIMINISHES THE NEGATIVE IMPACTS OF GENTRIFICATION. THE EVENT EVIDENCED HOW BERTELSMANN FOUNDATION DELIVERABLES ARE BEING USED TO TANGIBLY INFLUENCE PUBLIC POLICY. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, DC LEGACY PROJECT, ANACOSTIA, DC (OCTOBER 21, 2022): THE BERTELSMANN FOUNDATION COLLABORATED WITH THE DC LEGACY PROJECT TO SCREEN BERTELSMANN FOUNDATION & DC LEGACY PROJECT DOCUMENTARY "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC" AT THE BUSBOYS & POETS VENUE IN ANACOSTIA, DC. THE FILM'S DIRECTORS, SABIYHA PRINCE AND BERTELSMANN FOUNDATION'S SAMUEL GEORGE, INTRODUCED THE FILM. AFTER THE FILM, DR. PRINCE MODERATED A PANEL DISCUSSION THAT FEATURED SMITHSONIAN MUSEUM HISTORIAN ACIONE AMOS, SAN JOSE UNIVERSITY PROFESSOR MICHAEL FISHER, AND COMMUNITY ORGANIZER DANIEL DEL PIELAGO. THE PANEL ALSO TOOK QUESTIONS FROM THE AUDIENCE. THIS EVENT EVIDENCED BERTELSMANN FOUNDATION'S IMPACT IN GENERATING AN INCLUSIVE CONVERSATION THAT FEATURED BOTH SPECIALISTS AND COMMUNITY LEADERS AS WELL AS THE BERTELSMANN FOUNDATION'S IMPACT IN USING VISUAL TOOLS TO INFLUENCE THE CONVERSATION ON TOPICS OF CRITICAL TRANS-ATLANTIC INTEREST. IT ALSO SHOWED THE FOUNDATION'S ROLE AS A CONVENER OF CONVERSATIONS REGARDING ECONOMIC EQUITY AND INCLUSION. WHILE MANY THINK TANKS EXIST IN DC, FEW HOLD EVENTS IN THE ANACOSTIA NEIGHBORHOODS. THIS REPRESENTS THE FOUNDATION'S EFFORTS TO ENGAGE AUDIENCES TYPICALLY OVERLOOKED BY THINK TANKS. SCREENING (VIRTUAL) OF LOCAL 1196: A STEELWORKERS STRIKE, KENDAL-CROSSLANDS COMMUNITY, PA (OCTOBER 29, 2022): BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE SCREENED THE BERTELSMANN FOUNDATION DOCUMENTARY "LOCAL 1196: A STEELWORKERS STRIKE" FOR MEMBER OF THE KENDAL - CROSSLANDS COMMUNITY IN PENNSYLVANIA. FOLLOWING THE FILM, GEORGE LED A CONVERSATION WITH THE AUDIENCE ABOUT THE FILM, AN AUDIENCE THAT FOUND THE FILM VERY ENGAGING AND EMOTIONALLY IMPACTFUL. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, WOODBRIDGE NEIGHBORHOOD LIBRARY, WASHINGTON, DC (NOVEMBER 12, 2022): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC" AT THE WOODRIDGE NEIGHBORHOOD LIBRARY IN NE WASHINGTON, DC. THE BENNING LIBRARY IS PART OF THE DC PUBLIC LIBRARY SYSTEM, AND THE EVENT WAS PART OF AN ONGOING COLLABORATION BETWEEN 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, JOINED SARAH JANE SHOENFELD, HISTORIAN AND ARCHITECT, AS WELL AS MELISSA DANIEL, PODCAST HOST, FOR A COMMUNITY DISCUSSION ON THE FILM. 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. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, ALEXANDRIA FILM FESTIVAL, ALEXANDRIA, VA (NOVEMBER 12, 2022): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC" AT THE ALEXANDRIA FILM FESTIVAL IN VIRGINIA. FOLLOWING THE FILM, BERTELSMANN FOUNDATION'S SAMUEL GEORGE AND SABIYHA PRINCE, THE FILM'S CO-DIRECTOR, TOOK QUESTIONS FROM THE AUDIENCE REGARDING THE FILM. THE DISCUSSION FOCUSED ON THE IMPACT OF GENTRIFICATION IN THE DMV AREA AND ACROSS THE COUNTRY, AND HOW COMMUNITIES CAN UNITE TO PRESERVE THEMSELVES. THE EVENT SPOKE TO A SERIES OF CORE BERTELSMANN FOUNDATION GOALS INCLUDING SHARING OUR FINDINGS BEYOND THE CONFINES OF WASHINGTON, DC THINK-TANK CIRCLES. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON, DC, UNIVERSITY OF THE DISTRICT OF COLUMBIA, WASHINGTON, DC (NOVEMBER 12, 2022): THE UNIVERSITY OF THE DISTRICT OF COLUMBIA SCREENED THE BERTELSMANN FOUNDATION DOCUMENTARY FILM "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC". FOLLOWING THE FILM, THE SCHOOL HOSTED A PANEL DISCUSSION FEATURING THE FILM'S CO-DIRECTOR SABIYHA PRINCE, HISTORIAN SARAH JANE SHOENFELD, STUDENT COREY SHAW, AND DC COMMISSIONER FOR DISTRICT 8 SALIM ADOLFO. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S ABILITY TO USE MULTI-MEDIA OUTPUTS THAT ARE OF TANGIBLY INTEREST AND VALUE TO THE ACADEMIC AND EDUCATIONAL COMMUNITIES. PRESENTATION & SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, BATTLE OF HOMESTEAD FOUNDATION, VIRTUAL EVENT (NOVEMBER 17, 2022): THE BATTLE OF HOMESTEAD FOUNDATION HOSTED AN ONLINE PANEL DISCUSSION WITH BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE AND FORMER UNITED STEELWORKERS LOCAL 1196 PRESIDENT TODD BARBIAUX. PRIOR TO THE EVENT, PEOPLE THAT RSVP'D RECEIVED A PRIVATE LINK TO VIEW THE BERTELSMANN FOUNDATION DOCUMENTARY "LOCAL 1196: A STEELWORKERS STRIKE". DURING THE LIVE PRESENTATION, BATTLE OF HOMESTEAD FOUNDATION OPERATIONS MANAGER LAWRENCE MCCULLOUGH MODERATED THE CONVERSATION WITH THE PANELISTS THAT ALSO FEATURED QUESTIONS FROM THE AUDIENCE. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S IMPACT IN REACHING AN AUDIENCE OUTSIDE OF WASHINGTON DC, AND ENGAGING IN CONVERSATION WITH POPULATIONS ROUTINELY OVERLOOKED BY THINK TANKS. SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, GEORGETOWN UNIVERSITY, WASHINGTON, DC (NOVEMBER 29, 2022): THE BERTELSMANN FOUNDATION PARTNERED WITH GEORGETOWN UNIVERSITY'S KALMANOVITZ INITIATIVE FOR LABOR AND THE WORKING POOR FOR A SCREENING OF THE BERTELSMANN FOUNDATION DOCUMENTARY "LOCAL 1196: A STEELWORKERS STRIKE". FOLLOWING THE FILM, KALMANOVITZ INITIATIVE EXECUTIVE DIRECTOR DR. JOSEPH MCCARTIN MODERATED A SESSION WITH BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE AND A CONVERSATION WITH THE STUDENTS. THE EVENT DEMONSTRATED THE FOUNDATION'S IMPACT ENGAGING THE EDUCATIONAL COMMUNITY, AS WELL AS PROVOKING AN URBAN - RURAL CONVERSATION. SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, GEORGETOWN UNIVERSITY, WASHINGTON, DC (NOVEMBER 29, 2022): THE BERTELSMANN FOUNDATION PARTNERED WITH GEORGETOWN UNIVERSITY'S KALMANOVITZ INITIATIVE FOR LABOR AND THE WORKING POOR FOR A SCREENING OF THE BERTELSMANN FOUNDATION DOCUMENTARY "LOCAL 1196: A STEELWORKERS STRIKE". FOLLOWING THE FILM, KALMANOVITZ INITIATIVE EXECUTIVE DIRECTOR DR. JOSEPH MCCARTIN MODERATED A SESSION WITH BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE AND A CONVERSATION WITH THE STUDENTS. THE EVENT DEMONSTRATED THE FOUNDATION'S IMPACT ENGAGING THE EDUCATIONAL COMMUNITY, AS WELL AS PROVOKING AN URBAN - RURAL CONVERSATION. TECHNOLOGYTECHNOLOGY POLICY IS A KEY ISSUE THAT GOVERNMENTS ON BOTH SIDES OF THE ATLANTIC ARE PAYING SPECIAL ATTENTION TO. THE BERTELSMANN FOUNDATION FINDS IT IS IMPORTANT FOR ITS AUDIENCE TO UNDERSTAND THE TECH POLICY CHALLENGES FACING THE TRANSATLANTIC ALLIANCE AND THE AREAS WHERE THE U.S. AND EU CAN ACHIEVE BETTER RESULTS BY WORKING TOGETHER. TO THIS END, BFNA LAUNCHED HIDDEN LAYERS IN FEBRUARY 2022, A QUARTERLY TECH NEWSLETTER TO KEEP POLICYMAKERS, THINK TANK EXPERTS, STUDENTS AND THE GENERAL PUBLIC INFORMED ON TRANSATLANTIC TECH POLICY DEVELOPMENTS. BFNA ALSO RELEASED IN 2022 A HOW-TO GUIDE ON THE U.S.-EU TRADE AND TECHNOLOGY COUNCIL, A B-BRIEF EXPLORING THE SPREAD OF RUSSIAN DISINFORMATION ACROSS THE SPANISH-SPEAKING INTERNET AND AN ANIMATED VIDEO BREAKING DOWN U.S. PRESIDENT JOE BIDEN AND EUROPEAN COMMISSION PRESIDENT URSULA VON DER LEYEN'S NEW DATA PRIVACY FRAMEWORK.TRANSATLANTIC RELATIONS (CC 203 & 210)THE TRANSATLANTIC RELATIONS PROGRAM AIMED TO FOSTER DISCUSSION AND DEBATE AROUND THE MOST PRESSING POLICY AREAS CONFRONTING THE U.S. AND EUROPE TODAY. IN 2022, THE FOUNDATION CONTINUED ITS ONGOING EXAMINATION OF THIS PIVOTAL RELATIONSHIP ON MULTIPLE LEVELS INCLUDING LOCAL, STATE AND NATIONAL POLITICS, THROUGH AN ARRAY OF DELIVERABLES INCLUDING ONLINE PLATFORMS, ANIMATIONS, FILM AND TRADITIONAL WRITTEN PUBLICATIONS. BERTELSMANN FOUNDATION FELLOWSHIP (PREVIOUSLY CEPI)THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) AIMS TO STRENGTHEN THE TIES AMONG US LEGISLATIVE BODIES, GERMAN BUNDESTAG, THE EUROPEAN |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | LEADERSHIP IN ACTION PANEL, CHARLES UNIVERSITY, PRAGUE (DECEMBER 9, 2022): THE BERTELSMANN FOUNDATION, THE ASPEN INSTITUTE, AND ASPEN CENTRAL EUROPE ORGANIZED AN ANIMATION SCREENING AND PANEL DISCUSSION HOSTED BY CHARLES UNIVERSITY IN PRAGUE. THE EVENT, WHICH MARKED THE RELEASE OF SEASON TWO OF THE LEADERSHIP IN ACTION SERIES, BEGAN WITH A SCREENING OF AN EPISODE ON THE 2007 RUSSIAN CYBERATTACK AGAINST ESTONIA. FOLLOWING THE VIDEO, BFNA'S TONY SILBERFELD MODERATED A DISCUSSION FEATURING FORMER ARGENTINE FOREIGN MINISTER SUSANA MALCORRA, FORMER ESTONIAN FOREIGN MINISTER MARINA KALJURAND, AND FORMER EU HIGH REPRESENTATIVE FOR FOREIGN AND SECURITY POLICY FEDERICA MOGHERINI. THE CONVERSATION TOUCHED ON A RANGE OF TOPICS INCLUDING EFFECTIVE LEADERSHIP TACTICS, THE STATE OF DEMOCRACY WORLDWIDE, AND THE WAR IN UKRAINE. THE EVENT CONCLUDED WITH AN AUDIENCE Q&A SESSION WITH STUDENTS FROM CHARLES UNIVERSITY.SUMMER ENRICHMENT SERIESTHE SUMMER ENRICHMENT SERIES (SES) WAS A NEW BERTELSMANN FOUNDATION INITIATIVE THAT LAUNCHED IN SUMMER 2022. THE PROGRAM BROUGHT TOGETHER A GROUP OF 20 GRADUATE STUDENTS AND YOUNG PROFESSIONALS WHO HAVE 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. THE EVENT TOPICS FOR SUMMER 2022 INCLUDED SECURITY AND DEFENSE (NATO), BILATERAL RELATIONS BETWEEN EU MEMBER STATES GERMANY AND FRANCE, AND THE CLIMATE CRISIS WITH A FOCUS ON ENERGY. EACH EVENT FEATURED TWO GUEST SPEAKERS FROM THE DIPLOMATIC AND RESEARCH COMMUNITIES WHO SHARED THEIR EXPERTISE WITH THE COHORT. FOLLOWING THE GUEST SPEAKERS' PRESENTATIONS, A DINNER MEETING WAS RECONVENED WITH A ROUNDTABLE DISCUSSION. EACH EVENT FACILITATED A FRUITFUL DIALOGUE WITH A HIGH LEVEL OF ENGAGEMENT AMONG THE PARTICIPANTS. SUMMER ENRICHMENT SERIES (PART 1: TRANSATLANTIC SECURITY & DEFENSE), WASHINGTON, DC (JUNE 22, 2022): THE BERTELSMANN FOUNDATION HOSTED 22 YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART ONE OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS ON TRANSATLANTIC SECURITY AND DEFENSE WITH A CONCENTRATION ON THE UPCOMING NATO SUMMIT NEXT WEEK IN MADRID, SPAIN. THE TWO GUEST SPEAKERS WERE MR. PABLO SANZ, DEPUTY CHIEF OF MISSION AT THE EMBASSY OF SPAIN, AND MR. PIERRE MORCOS, CSIS NATO FELLOW AND FRENCH DIPLOMAT. THEY BOTH PRESENTED AND PARTICIPATED IN A QUESTION AND ANSWER SESSION. THE DINNER EVENT CONCLUDED WITH A LIGHT NETWORKING RECEPTION. THE SUMMER ENRICHMENT SERIES PROVIDES PARTICIPANTS WITH A UNIQUE OPPORTUNITY TO MEET EXPERTS IN THEIR CORE ACADEMIC AND PROFESSIONAL INTERESTS AS WELL AS PARTAKE IN FRUITFUL DIALOGUE.SUMMER ENRICHMENT SERIES (PART 2: BILATERAL RELATIONSHIPS GERMANY & FRANCE), WASHINGTON, DC (JULY 13, 2022): THE BERTELSMANN FOUNDATION HOSTED 22 YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART TWO 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 DR. JAN GRUENHAGE, MINISTER AND HEAD OF POLITICAL AFFAIRS AT THE GERMAN EMBASSY. THE EVENT BEGAN WITH A SHORT PRESENTATION OF THE TRANSATLANTIC BAROMETER BY BRANDON BOHRN. FOLLOWING THE BAROMETER PRESENTATION, MS. JOURDAIN, OFFERING A FRENCH PERSPECTIVE, AND DR. GRUENHAGE, PROVIDING A GERMAN PERSPECTIVE, PRESENTED FOR APPROXIMATELY FIFTEEN MINUTES ON THE HISTORICAL ROOTS OF THE FRENCH-GERMAN RELATIONSHIP, AS LEADERS OF THE EU, AND THE COMMON CHALLENGES CURRENTLY FACING BOTH COUNTRIES. FOLLOWING DINNER, THE GROUP RECONVENED FOR A ROUNDTABLE DISCUSSION. THE EVENT ADJOURNED WITH A LIGHT RECEPTION.SUMMER ENRICHMENT SERIES (PART 3: CLIMATE & ENERGY), WASHINGTON, DC (AUGUST 3, 2022): THE BERTELSMANN FOUNDATION HOSTED 15 YOUNG PROFESSIONALS AND THREE GUEST SPEAKERS FOR PART THREE OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS CLIMATE CHANGE WITH A CONCENTRATION ON ENERGY. OUR THREE GUEST SPEAKERS WERE MR. JAMIE KERN, ENERGY POLICY OFFICER AT THE EU DELEGATION TO THE U.S., NICK JENSEN, COUNSELOR OF ENERGY AT THE DANISH EMBASSY, AND KASPER OLSEN, ENERGY COORDINATOR AT THE DANISH EMBASSY. TONY SILBERFELD OPENED THE CONVERSATION WITH A SHORT PRESENTATION OF RANGE, BFNA'S NEWEST PLATFORM. FOLLOWING THE RANGE PRESENTATION, MR. KERN SPOKE BRIEFLY ABOUT EU ENERGY SECURITY, AND MR. JENSEN DISCUSSED DANISH NATIONAL INITIATIVES TO CONSERVE ENERGY. MR. JENSEN ALSO PROVIDED A HISTORY OF THE DANISH TRANSITION TO CLEAN ENERGY. FOLLOWING A BRIEF INTERMISSION FOR DINNER, THE GROUP RECONVENED FOR A ROUNDTABLE DISCUSSION. THE EVENING ENDED WITH A SMALL ROOFTOP RECEPTION. TRANSATLANTIC BAROMETERIN 2022, THE BERTELSMANN FOUNDATION LAUNCHED THE TRANSATLANTIC BAROMETER, AN ONLINE PLATFORM WHICH PROVIDED CONCISE OVERVIEWS OF POLICY ISSUES IMPACTING THE TRANSATLANTIC RELATIONSHIP FOR 29 COUNTRIES AND THE EUROPEAN UNION. SEVEN TOPICS WERE ADDED TO THE SITE TO DATE, FOCUSING ON ENERGY, SECURITY AND DEFENSE, CIVIL RIGHTS AND MEDIA FREEDOM, AND HUMANITARIAN AID. IN ADDITION TO THE WRITTEN CONTENT, THE TRANSATLANTIC BAROMETER SITE FEATURED TWO EXPERT INTERVIEWS AND TWO ANIMATED VIDEOS. AN INFOGRAPHICS MODULE WITH BAR GRAPHS AND TIMELINES IS CURRENTLY IN BETA TESTING AND WILL GO LIVE IN THE FIRST QUARTER OF 2023. THE BERTELSMANN FOUNDATION ALSO WORKED WITH STUDENTS FROM JAMES MADISON UNIVERSITY IN HARRISONBURG, VA, ON A MULTI-WEEK PROJECT THAT SIMULATED CREATING TRANSATLANTIC BAROMETER CONTENT. TRANSATLANTIC BAROMETER PRESENTATION, JAMES MADISON UNIVERSITY, HARRISONBURG, VA (NOVEMBER 10, 2022): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, AND SARA LEMING, RESEARCH ANALYST, PRESENTED THE TRANSATLANTIC BAROMETER TO A CLASS OF POLITICAL SCIENCE STUDENTS AT JAMES MADISON UNIVERSITY. THE TRANSATLANTIC BAROMETER WILL BE UTILIZED AS THE BASIS OF A MULTI-WEEK SIMULATION EXERCISE LED BY DR. JOHN SCHERPEREEL, PROFESSOR OF POLITICAL SCIENCE. FOLLOWING THE PRESENTATION AND QUESTION AND ANSWER SESSION, COURTNEY AND SARA MET WITH THE STUDENTS IN SMALL GROUPS TO DISCUSS WORKING ON THE TRANSATLANTIC BAROMETER IN GREATER DEPTH AND TO HELP STUDENTS AS THEY ENGAGE WITH THEIR ASSIGNMENT. BFNA STAFF WILL MEET WITH STUDENTS AND SERVE AS A RESOURCE VIA ZOOM FOR THE DURATION OF THE PROJECT.TRANSATLANTIC FORESIGHT LAB (RANGE)THE BERTELSMANN FOUNDATION, IN PARTNERSHIP WITH THE BERTELSMANN STIFTUNG, LAUNCHED THE TRANSATLANTIC FORESIGHT LAB IN 2022. THIS PROJECT HAS TWO DISTINCT, BUT RELATED, ELEMENTS TO IDENTIFY FUTURE CHALLENGES IN THE EURO-AMERICAN POLICY AGENDA, AND PRESCRIBE PROACTIVE SOLUTIONS TO ADDRESS THE COMING CHALLENGES. THE FIRST ELEMENT WAS THE INAUGURATION OF THE RANGE (REASSESSING ASSUMPTIONS IN A NEW GEOSTRATEGIC ENVIRONMENT), AN ONLINE PLATFORM THAT CREATED A CROWD-SOURCED FORECASTING FUNCTION TO PREDICT WHAT LIES AHEAD. THE SECOND ELEMENT WAS THE CREATION OF A TRANSATLANTIC EXPERT WORKING GROUP FOCUSING ON FORWARD-LOOKING ISSUES SUCH AS TECHNOLOGY POLICY, CHINA AND THE FUTURE OF COMPETITION IN SPACE.THE RANGE PLATFORM RECRUITED MORE THAN 200 ACTIVE FORECASTERS IN 2022 AND COLLECTED HUNDREDS OF FORECASTS. THE EXPERT WORKING GROUP HELD ITS FIRST MEETING, AND AIMS TO RELEASE ITS FIRST ROUND OF PUBLICATIONS FOR POLICYMAKERS IN SPRING 2023.RANGE, PRESENTATION & FORECASTING EXERCISE, TRANSATLANTIC POLICY NETWORK (TPN) TRANSATLANTIC WEEK, WASHINGTON, DC (JULY 20, 2022): EXECUTIVE DIRECTOR IRENE BRAAM PRESENTED THE FOUNDATION'S CROWDSOURCED FORECASTING PLATFORM, RANGE, TO THE TPN TRANSATLANTIC WEEK DELEGATES AT THE LIBRARY OF CONGRESS. THE PRESENTATION WAS PART OF A FORECASTING EXERCISE CONDUCTED IN COLLABORATION WITH THE TRANSATLANTIC POLICY NETWORK USING THE RANGE PLATFORM. THE FORECASTING EXERCISE WAS DESIGNED TO BROADEN STAKEHOLDER CONVERSATIONS BEYOND TRADITIONAL BOUNDARIES AND ASKED QUESTIONS RELATED TO U.S.-EU TRADE.RANGE PLATFORM PRESENTATION, TUFTS UNIVERSITY & GOETHE INSTITUTE, BOSTON, MA (OCTOBER 26, 2022): DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED RANGE TO STUDENTS AT TUFTS UNIVERSITY'S FLETCHER SCHOOL OF LAW AND DIPLOMACY TAKING COURSES IN POLITICAL RISK AND INTERESTED IN LEARNING MORE ABOUT HOW BFNA USES THE WISDOM OF THE CROWD TO THINK CRITICALLY AND MORE ACCURATELY ABOUT ISSUES SOCIETY WILL FACE IN YEARS TO COME. IN AN EFFORT TO RECRUIT MORE FORECASTERS AND INTRODUCE STUDENTS TO RANGE, WE ALSO MET WITH THE GOETHE INSTITUTE IN BOSTON RANGE PLATFORM PRESENTATION, NEW YORK UNIVERSITY & COLUMBIA UNIVERSITY, NEW YORK, NY (NOVEMBER 1-3, 2022): IN AN EFFORT TO RECRUIT MORE FORECASTERS AND INTRODUCE STUDENTS TO RANGE, DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED RANGE TO STUDENTS AT NEW YORK UNIVERSITY'S CENTER FOR EUROPEAN AND MEDITERRANEAN STUDIES WHO ARE INTERESTED IN LEARNING MORE ABOUT HOW BFNA USES THE WISDOM OF THE CROWD TO THINK CRITICALLY AND MORE ACCURATELY ABOUT ISSUES SOCIETY WILL FACE IN YEARS TO COME. SHE ALSO PRESENTED TO THE NEW MASTER'S IN MODERN EUROPEAN STUDIES COHORT AT COLUMBIA UNIVERSITY AS PART OF THEIR THESIS COLLOQUIUM.RANGE, PRESENTATION & FORECASTING EXERCISE, US-GERMAN FUTURES FORUM, G7 SIDE-EVENT, MUENSTER, GERMANY (NOVEMBER 3, 2022): EXECUTIVE DIRECTOR IRENE BRAAM, TOGETHER WITH CULTIVATE LABS CEO AND FOUNDER ADAM SIEGEL PRESENTED THE FOUNDATION'S CROWDSOURCED FORECASTING PLATFORM, RANGE, TO PARTICIPANTS OF THE FIRST US-GERMAN FUTURES FORUM, WHICH WAS HOSTED BY THE GERMAN MINISTRY OF FOREIGN AFFAIRS AND THE US STATE DEPARTMENT AHEAD OF THE G7 CONFERENCE OF FOREIGN MINISTERS IN MUENSTER, GERMANY. THE PRESENTATION WAS PART OF A FORECASTING EXERCISE CONDUCTED IN COLLABORATION WITH THE US-GERMAN FUTURES FORUM. THE PRESENTATION WAS AIMED AT BROADENING STAKEHOLDER CONV |
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | BFNA GENERAL EVENTS ALL STAFF CONTRIBUTIONS (CC 100 & 203)THE NEXT GENERATION VOICES TRANSATLANTIC VIRTUAL ROUNDTABLE (JANUARY 12, 2022): THE BERTELSMANN FOUNDATION PARTNERED WITH HUMANITY IN ACTION GERMANY TO CREATE A COLLECTION OF DIGITAL ANIMATIONS PORTRAYING HOW YOUNG GERMANS AND AMERICANS SEE COMMON GLOBAL CHALLENGES AND HOW THE FUTURE CAN BE SHAPED BEST BY WORKING TOGETHER. THESE ANIMATIONS WERE CREATED BY YOUNG CHANGEMAKERS TO ADDRESS THE ISSUES OF SOCIAL COHESION, CLIMATE CHANGE, AND THE FUTURE OF DEMOCRACY. THE BERTELSMANN FOUNDATION AND HUMANITY IN ACTION GERMANY HOSTED A CULMINATIVE VIRTUAL ROUNDTABLE AS PART OF THE WUNDERBAR TOGETHER 2021 INITIATIVE, WHICH AIMS TO PROMOTE THE IMPORTANCE OF ROBUST GERMAN-AMERICAN RELATION. THIS SESSION WAS MODERATED BY IRENE BRAAM, EXECUTIVE DIRECTOR OF BERTELSMANN FOUNDATION, AND FEATURED PANELISTS ANTJE SCHEIDLER, NATIONAL DIRECTOR OF HUMANITY IN ACTION GERMANY, AND SENIOR HUMANITY IN ACTION FELLOWS, SHASTI CONRAD, AMY TURNER, AND MARIA KRAYEM. THE DISCUSSION FOCUSED ON HOW A YOUNG GENERATION, HIGHLIGHTING ACTIVISM, HAS THE CAPACITY TO MAKE SOCIAL CHANGE AND DEVELOP COMMON SOLUTIONS FOR A BETTER FUTURE.DEMOCRACY & TECHNOLOGY LUNCH DISCUSSION, WASHINGTON, DC (JUNE 1, 2022): THE BERTELSMANN FOUNDATION CO-HOSTED A LUNCH DISCUSSION WITH AMBASSADOR EMILY HABER ON DEMOCRACY AND TECHNOLOGY. THE DISCUSSION CONVENED AMERICAN DEMOCRACY AND TECHNOLOGY EXPERTS AND FOCUSED ON THE IMPLICATIONS OF TECHNOLOGICAL CHANGE ON DEMOCRATIC PROCESSES. THE PARTICIPANTS SHARED THEIR VIEWS ON HOW DEMOCRATIC IDEALS ARE CHALLENGED IN THE DIGITAL SPACE, HOW DIGITIZATION AS A CROSS-BORDER PHENOMENON CAN BE REGULATED IN A DEMOCRACY WITH NATIONAL BORDERS, AND HOW PUBLIC DECISION-MAKING AND PARTICIPATION ARE CHANGING DUE TO TECHNOLOGICAL INNOVATIONS.GERMAN CORRESPONDENTS RECEPTION, WASHINGTON, DC (JUNE 16, 2022): THE BERTELSMANN FOUNDATION HOSTED A GERMAN CORRESPONDENTS RECEPTION ON THE OCCASION OF THE VISIT OF MS. LIZ MOHN AND DR. RALPH HECK. THE GATHERING BROUGHT TOGETHER THIRTY US CORRESPONDENTS FROM TOP GERMAN NEWS AND MEDIA ORGANIZATIONS TO DISCUSS THE STATE OF TRANSATLANTIC RELATIONS AND THE ROLE OF THE BERTELSMANN FOUNDATION AND THE BERTELSMANN STIFTUNG IN BOLSTERING DEMOCRACY ON BOTH SIDES OF THE ATLANTIC. THE EVENT WAS ALSO AN OPPORTUNITY FOR LEADERSHIP AND MANAGERS TO HIGHLIGHT VARIOUS BFNA AND STIFTUNG PROJECTS AND PLATFORMS.BFNA DIGITAL PLATFORMS PRESENTATIONS TO U.S. UNIVERSITIES (SEPTEMBER 7, 9 & 15, 2022): RESEARCH ANALYSTS DANIELA ROJAS MEDINA AND SARA LEMING PRESENTED THE FOUNDATION'S DIGITAL PLATFORMS TO UNDERGRADUATE AND GRADUATE STUDENTS AT VIRGINIA TECH, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, AND GEORGETOWN UNIVERSITY. MS. ROJAS MEDINA PRESENTED RANGE, BFNA'S TRANSATLANTIC FORECASTING PLATFORM, TO ENCOURAGE STUDENTS TO JOIN THE FORECASTING POOL AND PARTICIPATE IN OUR INTERCOLLEGIATE FORECASTING TOURNAMENT LAUNCHING IN SPRING 2023. MS. LEMING PRESENTED THE TRANSATLANTIC PERISCOPE AND TRANSATLANTIC BAROMETER TO EXTEND THE OUTREACH FOR BOTH PROJECTS.PLATFORM PRESENTATION TO EUROPEAN PARLIAMENT, BRUSSELS, BELGIUM (OCTOBER 3, 2022): THE BERTELSMANN FOUNDATION MET WITH A GROUP OF EUROPEAN PARLIAMENT STAFFERS IN BRUSSELS, BELGIUM. THE STAFFERS INCLUDED LUCCA DIPRESSO, HEAD OF THE TRANSATLANTIC RELATIONS UNIT, SEVERAL RESEARCHERS, AND TRAINEES. DURING THE MEETING EXECUTIVE DIRECTOR IRENE BRAAM GAVE AN OVERVIEW OF THE MAIN PROJECTS THAT THE BERTELSMANN FOUNDATION IS CURRENTLY WORKING ON. DANIELA ROJAS MEDINA PRESENTED RANGE AND SARA LEMING PRESENTED THE TRANSATLANTIC PERISCOPE AS WELL AS THE TRANSATLANTIC BAROMETER. THE GROUP DISCUSSED A POSSIBLE COLLABORATION ON A FILM SCREENING AND THE EUROPEAN PARLIAMENT TRAINEES PARTICIPATING IN THE UPCOMING RANGE TOURNAMENT.ROUNDTABLE DISCUSSION WITH UNC'S TRANSATLANTIC MASTERS PROGRAM, WASHINGTON, DC (OCTOBER 20, 2022): THE BERTELSMANN FOUNDATION HOSTED A STUDENT DELEGATION FROM THE UNIVERSITY OF NORTH CAROLINA'S TRANSATLANTIC MASTER'S PROGRAM. LED BY SARAH HUTCHISON, THE STUDENTS MAKE AN ANNUAL VISIT TO THE CAPITAL TO EXPERIENCE FIRSTHAND THE POLICY MAKING LANDSCAPE IN WASHINGTON, DC. TONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, LED THE DISCUSSION WITH STUDENTS, BEGINNING WITH A PRESENTATION ON THE FOUNDATION'S WORK, AND HOW WE CREATE OUR MULTIMEDIA PRODUCTS. FOLLOWING THE PRESENTATION, THERE WAS AN EXTENSIVE Q&A SESSION WITH THE STUDENTS WHO WERE INTERESTED IN A RANGE OF TOPICS FROM RESEARCH PROCESSES AND CONNECTING WITH POLICYMAKERS, TO FILMMAKING AND CREATING LASTING PARTNERSHIPS. GERMAN AMERICAN CONFERENCE, HARVARD UNIVERSITY, CAMBRIDGE, MA (OCTOBER 28-30, 2022): THE BERTELSMANN FOUNDATION PARTICIPATED IN THE GERMAN AMERICAN CONFERENCE AT HARVARD UNIVERSITY, ORGANIZED BY STUDENTS AT THE HARVARD KENNEDY SCHOOL AND ATTENDED BY STUDENTS AND PRACTITIONERS FROM ACROSS GERMANY AND THE US. ON THE SECOND DAY OF THE CONFERENCE, SEVERAL TRANSATLANTIC ORGANIZATIONS WERE INVITED TO SPEAK AT THE 'INNOVATION LOUNGE' ON WAYS STARTUPS, PRIVATE COMPANIES, FOUNDATIONS AND THINK TANKS ARE INNOVATING IN THEIR RESPECTIVE FIELDS. IRENE BRAAM, EXECUTIVE DIRECTOR, GAVE A BRIEF KEYNOTE ABOUT HOW BFNA INNOVATES EVERYDAY BY PRESENTING TRANSATLANTIC RESEARCH THROUGH VISUAL AND CREATIVE FORMATS THAT ARE MORE ACCESSIBLE TO A WIDER AUDIENCE. DANIELA ROJAS MEDINA, RESEARCH ANALYST, ENGAGED DIRECTLY WITH STUDENTS THAT VISITED BFNA'S STATION AT THE INNOVATION LOUNGE ANSWERING QUESTIONS ABOUT OUR WORK AS A TRANSATLANTIC THINK TANK AND GIVING A TOUR OF RANGE, PERISCOPE, AND BAROMETER. STUDENTS WERE PARTICULARLY INTERESTED IN LEARNING MORE ABOUT BFNA'S DIGITAL TOOLS, THE GRAPHIC IMAGES PUBLICATION AND CREATIVE PROCESS BEHIND THE MAKING OF BFNA'S DOCUMENTARY FILMS.LEGISLATIVE FORUM ON DEMOCRACY, BERTELSMANN FOUNDATION, WASHINGTON, DC (NOVEMBER 14, 2022): THE BERTELSMANN FOUNDATION HOSTED A NETWORK RECEPTION ON THE OCCASION OF THE FIRST INTERNATIONAL LEGISLATORS' FORUM ON DEMOCRATIC INNOVATION ORGANIZED BY THE NATIONAL CONFERENCE ON CITIZENSHIP. THE EVENING BROUGHT TOGETHER A GROUP OF LEGAL PRACTITIONERS AND MEMBERS OF NATIONAL PARLIAMENTS FROM ACROSS THE ATLANTIC AND THE GLOBAL SOUTH TO SHARE INNOVATIVE APPROACHES TO DEMOCRATIC PRACTICES.PANEL PRESENTATION WITH COUNCIL OF AMERICAS, VIRTUAL EVENT (NOVEMBER 15, 2022): THE BERTELSMANN FOUNDATION COLLABORATED WITH THE COUNCIL OF AMERICAS FOR AN ONLINE PANEL EVENT ENTITLED "NATURAL ALLIANCE: HOW EUROPE AND THE WESTERN HEMISPHERE CAN WORK TOGETHER FOR A SECURE ENERGY FUTURE." THE SESSION FEATURED EXPERTS FROM EUROPE AND THE WESTERN HEMISPHERE TO DISCUSS IF LATIN AMERICA PROCESSES ENERGY RESOURCES TO BE A VALUABLE PARTNER TO EUROPE WHICH MAY NEED TO REORGANIZE ITS ENERGY PROFILE. BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE OPENED THE SESSION WITH REMARKS THAT SUMMARIZED THE SITUATION AND QUESTION AT HAND. THEN COUNCIL OF AMERICAS VICE PRESIDENT ERIC FARNSWORTH MODERATED A SESSION THAT FEATURED VICKRAM BHARRAT, MINISTER OF NATURAL RESOURCES OF GUYANA, CORNELIUS FLEISCHHAKER, SENIOR COUNTRY ECONOMIST AT THE WORLD BANK, MIRIAM KOSMEHL, SENIOR EXPERT EASTERN EUROPE AND EU NEIGHBOURHOOD AT THE BERTELSMANN STIFTUNG, AND SHAHIN VALL, HEAD OF GEO-ECONOMICS PROGRAM AT THE GERMAN COUNCIL OF FOREIGN RELATIONS. THE EVENT SPOKE TO THE FOUNDATION'S GOAL OF ACTING AS AN INTELLECTUAL HUB ON ISSUES OF TRANSATLANTIC IMPORT.UNIVERSITY OF MARYLAND'S EU AND US SPECIALIZED ANALYTIC UNITS, BERTELSMANN FOUNDATION, WASHINGTON, DC (NOVEMBER 18, 2022): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE WORKSHOP IN PARTNERSHIP WITH THE UNIVERSITY OF MARYLAND SCHOOL OF PUBLIC POLICY. THE ROUNDTABLE CONVENED EU AND U.S. SPECIALIZED ANALYTIC UNITS AND ACADEMIA FROM VARIOUS U.S. UNIVERSITIES. THE DISCUSSION FOCUSED ON DIFFERENT APPROACHES TO ANALYTICS IN THE FIELD OF LABOR AND SOCIAL POLICY, WITH THE AIM TO CONNECT, LEARN AND TRANSFER GOOD PRACTICES. |
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 | $451,868 | $48,662 | $48,662 |
| HARDWARE & SOFTWARE | $330,388 | $282,598 | $47,790 | $47,790 |
| WEBSITE | $355,978 | $295,256 | $60,722 | $60,722 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $7,372 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,372 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $52,810 | $0 | $0 | $55,713 |
| EVENT EXPENSES | $83,966 | $0 | $0 | $83,918 |
| MISCELLANEOUS - OPERATING EXP | $68,664 | $0 | $0 | $58,679 |
| BANK CHARGES | $1,747 | $0 | $0 | $1,747 |
| POSTAGE AND SHIPPING | $7,327 | $0 | $0 | $7,327 |
| TELECOMMUNICATIONS | $29,677 | $0 | $0 | $29,677 |
| MARKETING AND ADVERTISING | $433,545 | $0 | $0 | $433,545 |
| TRANSLATIONS | $8,734 | $0 | $0 | $8,734 |
| FUNDING PROGRAM PARTNERS/COOP | $25,000 | $0 | $0 | $25,000 |
| STAFF DEVELOPMENT | $4,381 | $0 | $0 | $4,381 |
| EQUIPMENT AND SUPPLIES | $19,213 | $0 | $0 | $19,213 |
| PRINTING AND PUBLICATIONS | $22,935 | $0 | $0 | $22,935 |
| MEDIA (SUBSCRIPTION) | $22,622 | $0 | $0 | $22,622 |
| INSURANCE | $24,058 | $0 | $0 | $24,058 |
| REPAIRS AND MAINTENANCE | $9,704 | $0 | $0 | $9,704 |
| HONORARIA | $4,500 | $0 | $0 | $4,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER NETWORKING & TELECOMM | $27,594 | $0 | $0 | $27,594 |
| PAYROLL PROCESSING | $2,721 | $0 | $0 | $2,721 |
| COMPUTER SUPPORT & MAINTENANCE - ALBRIGHT CAPITAL MANAGEMENT LLC | $30,000 | $0 | $0 | $30,000 |
| COMMUNICATIONS AND OUTREACH - TRANSATLANTIC PERISCOPE PROJECT | $9,573 | $0 | $0 | $9,573 |
| WEB SUPPORT | $1,649 | $0 | $0 | $1,649 |
| STAFF CONSULTING AND PLACEMENT | $17,500 | $0 | $0 | $17,500 |
| DIGITAL SUPPORT - CULTIVATE LAB | $214,606 | $0 | $0 | $214,606 |
| DIGITAL SUPPORT - FINITY SA | $66,000 | $0 | $0 | $66,000 |
| DIGITAL SUPPORT - M. ARTHUR GENSLER JR ASSOCIATES | $5,000 | $0 | $0 | $5,000 |
| NARATION | $1,000 | $0 | $0 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - REAL ESTATE | CategoryTxt |
| Amt | $78,157 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $78,138 | DisbursementsCharitablePrpsAmt |
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