BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202201299349101630
- Schema version
- 2021v4.2
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T12:34:10-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-09 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,874,709 | 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 | $2,574,328 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,954 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,954 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,592,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,954 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $350,924 | 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 | $350,924 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $733,898 | 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 | $719,649 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $207,558 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $207,558 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,449 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,669 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,248 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,248 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $179,767 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $78,157 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $191,591 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $22,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,420 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $65,870 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $65,870 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,492 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20,492 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $712,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $723,409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,595,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,410,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,529 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,529 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,645,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,459,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,954 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,489,228 | CashBOYAmt |
| Cash EOY | $1,634,819 | CashEOYAmt |
| Cash EOYFMV | $1,634,819 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $59,664 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,398 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,398 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,118,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $888,035 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $384,819 | LandBOYAmt |
| Land EOY | $230,492 | LandEOYAmt |
| Land EOYFMV | $230,492 | LandEOYFMVAmt |
| Total Assets BOY | $1,933,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,874,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,874,709 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $139,472 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $133,402 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $139,472 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,402 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,794,239 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,741,307 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,794,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,741,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,933,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,874,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,794,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,741,307 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,741,307 | 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 | $350,924 | $48,925 | $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 |
| PHILIPP ROESLER | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR (THRU 09/21) | 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 | $175,732 | $40,214 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANSATLANTIC REL DR | 35.00 | $171,831 | $22,290 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | GLOBAL/DIGITAL ADVIS | 35.00 | $97,360 | $21,371 | $0 |
| BRANDON BOHRN | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANSATLANTIC REL MA | 35.00 | $66,060 | $12,899 | $0 |
| MEGAN LONG | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | ADMIN ASSISTANT | 35.00 | $63,272 | $12,242 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | CityForeignAddress/CityNm | Foreign PostalForeignAddress/ForeignPostalCd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CRITERIA COMMUNICATIONS | |||||||||||
| CALLE 50 Y 64 ESTE SAN FRANCISCO OF | 207 | PANAMA | PM | VIDEO & ANIMATION CONTENT | $133,900 | ||||||
| FINITY SA | |||||||||||
| INNOVATION PARK BLDG C EPFL | SZ | RESEARCH & DEVELOPMENT | $82,500 | LAUSANNE | 10115 | ||||||
| ANDREW KEEN PRODUCTIONS | |||||||||||
| VIDEO FILMING & PRODUCTION | $70,000 | 1937 CARLETON STREET UNIT C | BERKELEY | CA | 94704 | ||||||
| THEOHARIS MANAGEMENT | |||||||||||
| BLDG OPER. EXP. & CONDO INSURANCE | $62,208 | 5724 GENERAL WASHINGTON DRIVE | ALEXANDRIA | VA | 22312 | ||||||
| GAUGE THEORY CREATIVE CO | |||||||||||
| PRODUCTION SERVICES | $58,860 | 3919 MICHAEL AVENUE | LOS ANGELES | CA | 90066 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - SEE STATEMENT 12 | Description1Txt |
| Expenses1 | $162,214 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - SEE STATEMENT 13 | Description2Txt |
| Expenses2 | $480,793 | Expenses2Amt |
| Description3 | BFNA GENERAL EVENTS - SEE BERTELSMANN FOUNDATION PROJECT SUMMARIES (2021) FOR FURTHER INFORMATION. | Description3Txt |
| Expenses3 | $13,196 | 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 | $1,884,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,884,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,884,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,855,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,791 | 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 | $2,459,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,459,692 | 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 | $17,954 | CurrentYearAmt |
| Year1 | $5,775 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $23,729 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,261 | CurrentYearAmt |
| Year1 | $4,909 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $20,170 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,459,692 | CurrentYearAmt |
| Year1 | $2,722,795 | Year1Amt |
| Year2 | $3,846,417 | Year2Amt |
| Year3 | $3,691,491 | Year3Amt |
| Total | $12,720,395 | 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 | $2,459,692 | CurrentYearAmt |
| Year1 | $2,722,795 | Year1Amt |
| Year2 | $3,846,417 | Year2Amt |
| Year3 | $3,691,491 | Year3Amt |
| Total | $12,720,395 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,874,709 | CurrentYearAmt |
| Year1 | $1,933,711 | Year1Amt |
| Year2 | $2,117,793 | Year2Amt |
| Year3 | $1,676,973 | Year3Amt |
| Total | $7,603,186 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,874,709 | CurrentYearAmt |
| Year1 | $1,933,711 | Year1Amt |
| Year2 | $2,117,793 | Year2Amt |
| Year3 | $1,676,973 | Year3Amt |
| Total | $7,603,186 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $61,861 | CurrentYearAmt |
| Year1 | $65,241 | Year1Amt |
| Year2 | $63,222 | Year2Amt |
| Year3 | $58,208 | Year3Amt |
| Total | $248,532 | 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 (6 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE DEMOCRACY & CULTURE FOUNDATION | ||||||||||||
| 73 HAINES HOUSE 10 CHARLES CLOWES | WALK | LONDON | UK | SW11 7AH | NONE | NC | SUPPORT FOR ATHENS DEMOCRACY FORUM | $12,435 | ||||
| STICHTING ARE WE EUROPE | ||||||||||||
| VEEMKADE 518 | AMSTERDAM | NL | 1019 HE | NONE | NC | PARTNERSHIP CONTRIBUTIONS OF TRANSATLANTIC PODCAST SERIES & ARTICLES | $11,427 | |||||
| PALACE OF FINE ARTS | ||||||||||||
| RUE RAVENSTINE 23 | BRUSSELS | BE | 1000 | NONE | NC | BOZAR MAY DAYS 2021 EURO ATLANTIC DIALOGUE | $10,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| NONE | PC | HARVARD'S 2021 EUROPEAN CONFERENCE | $5,000 | 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385759 | |||||
| DC FILM ALLIANCEDC SHORTS | ||||||||||||
| NONE | PC | SUPPORT OF 2021 DC SHORTS FILM FESTIVAL | $1,500 | 2000 14TH STREET NW STE 105 | WASHINGTON | DC | 20004 | |||||
| GOETHE-INSTITUT | ||||||||||||
| NONE | NC | IN SUPPORT OF BIG PONDER, WHICH IS A TRANSATLANTIC PODCAST SERIES CREATED AND PRODUCED BY GOETHE, EXPLORING ABSTRACT TERMS AND PHENOMENA THROUGH HYPER-LOCAL STORIES. | $9,167 | 1377 R STREETM NW SUITE 300 | WASHINGTON | DC | 20009 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,529 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM EVENT AND EXPENSE REFUNDS | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,954 | 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 | $17,954 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,954 | 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 | 11 | LineNumberTxt |
| Relationship Statement | PROGRAM EVENT REFUNDS | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BERTELSMANN STIFTUNG | ||||||
| 1 | CARL-BERTELSMANN-STRASSE 256 | GUETERSLOH | GM | 33311 | $2,561,871 | Yes (X) |
| GOETHE INSTITUTE EV | ||||||
| 2 | DACHAUER STR122 | MUNCHEN | GM | D-80637 | $12,207 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING | CategoryTxt |
| Amt | $26,248 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,248 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 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 | Address Line2ForeignAddress/AddressLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PALACE OF FINE ARTS | ||||||||||||||||
| RUE RAVENSTINE 23 | BRUSSELS | BE | 1000 | 2021-06-03 | $10,000 | BOZAR MAYDAYS 2021 EURO ATLANTIC DIALOGUE | $10,000 | NO DEVIATION OF FUNDS | 6/3/2021; 12/2/2021 | 2021-12-02 | NO DEVIATION OF FUNDS | |||||
| STICHTING ARE WE EUROPE | ||||||||||||||||
| VEEMKADE 518 | AMSTERDAM | NL | 1019 HE | 2021-08-30 | $11,427 | PARTNERSHIP CONTRIBUTIONS OF TRANSATLANTIC PODCAST SERIES & ARTICLES | $11,427 | NO DEVIATION OF FUNDS | 8/30/2021 | 2021-12-20 | NO DEVIATION OF FUNDS | |||||
| THE DEMOCRACY & CULTURE FOUNDATION | ||||||||||||||||
| 73 HAINES HOUSE 10 CHARLES CLOWES | LONDON | UK | SW11 7AH | 2021-06-15 | $12,435 | SUPPORT FOR ATHENS DEMOCRACY FORUM | $12,435 | NO DEVIATION OF FUNDS | 10/1/2021 | 2021-10-01 | NO DEVIATION OF FUNDS | WALK | ||||
| GOETHE-INSTITUT | ||||||||||||||||
| 2020-10-27 | $10,000 | SUPPORT OF BIG PONDER PODCAST | $10,000 | NO DEVIATION OF FUNDS | NO DEVIATION OF FUNDS | 1377 R STREETM NW SUITE 300 | WASHINGTON | DC | 20009 | |||||||
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 (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DEPRECIATION EXPENSE | FORM 990-PF, PART I, LINE 19 | DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $42,692COMPUTER SOFTWARE $58,130LEASEHOLD IMPROVEMENTS $90,769 ---------DEPRECIATION EXPENSE $191,591 ========= |
| FORM 990-PF, PART VIII-A, LINE 1: | ADMINISTRATION: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 2021, SEASON THREE TURNED TO THE MEANING OF CITIZENSHIP, EXPLORING QUESTIONS LIKE, HOW ARE GOOD CITIZENS FORMED; WHAT DOES THE CONCEPT OF CITIZENSHIP MEAN TO DIFFERENT PEOPLE; AND HOW CAN POSITIVE, INCLUSIVE CONCEPTS BE ENCOURAGED? THE THIRD SEASON FEATURED INTERVIEWS WITH AMONG OTHERS TOM MALINOWSKI, MARGARET ATWOOD, ERIC LIU, CLAUDIA CHWALISZ, AND PATRICK RADDEN KEEFE.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 OUT TO VOTE, A FILM ABOUT FORMERLY INCARCERATED INDIVIDUALS WHO HAVE BECOME LEADERS FOR VOTING RIGHTS IN BALTIMORE MARYLAND. THE BERTELSMANN FOUNDATION ALSO FILMED, WROTE, AND EDITED A DOCUMENTARY FILM FOCUSED ON AN URBAN/RURAL DIVIDE IN THE UNITED STATES, AS TOLD THROUGH THE LENS OF STEELWORKERS ON STRIKE IN WESTERN, PENNSYLVANIA. ADDITIONALLY, THE BERTELSMANN FOUNDATION FILMED AND BEGAN TO EDIT A DOCUMENTARY ABOUT BARRY FARMS, A PUBLIC HOUSING COMPLEX IN WASHINGTON, DC THAT HAS CRITICAL LONG TERM HISTORICAL AND SOCIAL VALUE TO THE CITY. THE BERTELSMANN FOUNDATION ALSO BEGAN FILMING A DOCUMENTARY IN THE BALKANS THAT CONSIDERS THE IMPACT OF CHINESE ECONOMIC, SOCIAL AND DIPLOMATIC RELATIONS IN THAT REGION, AS WELL THOSE RELATIONS BETWEEN THE BALKANS AND THE EUROPEAN UNION AND THE UNITED STATES. FINALLY, THE BERTELSMANN FOUNDATION NO COLLAR ECONOMY INITIATIVE ALSO FOCUSED ON OUTREACH FOR ITS CONTENT, HOLDING OVER 30 SCREENING EVENTS WITH SCHOOLS, UNIVERSITIES, THINK-TANKS, NON-PROFIT ORGANIZATIONS, LOCAL GROUPS AND FILM FESTIVALS. THESE SCREENING EVENTS WERE ALWAYS FOLLOWED BY PANEL DISCUSSIONS FEATURING EXPERTS AND WELL AS COMMUNITY STAKEHOLDERS. WASHINGTON SYMPOSIUMTHE WASHINGTON SYMPOSIUM IS AN ANNUAL GATHERING OF POLITICAL, CULTURAL, AND BUSINESS LEADERS, CONVENED BY THE BERTELSMANN FOUNDATION IN WASHINGTON, DC. EACH YEAR, THE BERTELSMANN FOUNDATION CHOOSES A THEME OF PRESSING TRANSATLANTIC INTEREST AND INVITES APPROXIMATELY 30 HIGH-LEVEL PARTICIPANTS WHO ARE CONSIDERED EXPERTS ON THAT YEAR'S TOPIC. IN 2021, THE FOUNDATION WAS UNABLE TO HOST THE GATHERING DUE TO COVID RESTRICTIONS. IN LIEU OF THE IN-PERSON EVENT, BFNA RELEASED A COMPILATION OF ESSAYS THAT EXAMINED THE FUTURE OF TRANSATLANTIC VALUES AGAINST THE BACKDROP OF THE CHALLENGES FACING POLICYMAKERS AND THE PUBLIC IN EUROPE AND THE UNITED STATES. FROM EXPLORING THE PERSPECTIVES OF YOUNG PEOPLE WHO GREW UP LONG AFTER THE BERLIN WALL CRUMBLED TO DISSECTING CONVERGENCES AND DIVERGENCES IN GERMAN AND AMERICAN GUIDING PRINCIPLES, TO ECONOMIC INTERDEPENDENCE AND JOINTLY PREPARING FOR PANDEMIC DOOMSDAY SCENARIOS, THIS FORWARD-LOOKING PUBLICATION AIMED TO REDEFINE A RELATIONSHIP THAT, FOR MANY, HAS BECOME SCLEROTIC IN RECENT YEARS. FUTURE PROJECTS WILL BUILD ON SOME OF THE THEMES HIGHLIGHTED IN THE COURSE OF THIS WORK.SEE ATTACHMENT BERTELSMANN FOUNDATION PROJECT SUMMARIES (2021) FOR FURTHER INFORMATION. | |
| FORM 990-PF, PART VIII-A, LINE 2: | TRANSATLANTIC RELATIONS:THE TRANSATLANTIC RELATIONS PROGRAM AIMED TO FOSTER DISCUSSION AND DEBATE AROUND THE MOST PRESSING POLICY AREAS CONFRONTING THE US AND EUROPE TODAY. IN 2021, THE FOUNDATION CONTINUED ITS ONGOING EXAMINATION OF THIS PIVOTAL RELATIONSHIP THROUGH A TECHNOLOGICAL LENS BOTH IN SUBSTANCE AND DELIVERY OF OUR PROJECTS. CEPITHE TRANSATLANTIC RELATIONS PROGRAM AIMED TO STRENGTHEN THE TIES AMONG US LEGISLATIVE BODIES, GERMAN BUNDESTAG, THE EUROPEAN PARLIAMENT (EP) AND THE PRIVATE SECTOR. DISRUPTING DEMOCRACYDISRUPTING DEMOCRACY FOCUSED ON HOW THREE UNDEMOCRATIC REGIMES UNDERMINE THE PROSPECTS FOR DEMOCRACY AND STABILITY IN THEIR RESPECTIVE REGIONS. FUTURE OF WORKBASED ON ITS INITIAL CASE STUDY FINDINGS, AND THE EMERGENCE OF COVID-19, THE FUTURE OF WORK PROJECT SOUGHT TO BOOST THE QUALITY OF PUBLIC POLICY AROUND THE FUTURE OF WORK. .NEWPOLITIK/US-GERMAN RELATIONSOUR TRADITIONAL BI-LATERAL FOCUS ON THE US-GERMAN RELATIONSHIP WAS BROADENED INTO A MORE MULTILATERAL APPROACH GIVEN THE NEW US ADMINISTRATION'S FOCUS ON ENGAGEMENT WITH MULTIPLE EUROPEAN PARTNERS AND THE EU INSTITUTIONS. LEADERSHIP IN ACTIONTHE BERTELSMANN FOUNDATION PARTNERED WITH THE ASPEN MINISTERS FORUM TO CREATE A NEW ANIMATED VIDEO SERIES THAT LEVERAGED THE EXPERIENCE OF FORMER GOVERNMENT OFFICIALS DURING TIMES OF CRISIS. THE NEW GENERATION VOICES THE NEW GENERATION VOICES PROJECT, CARRIED OUT BY THE BERTELSMANN FOUNDATION IN PARTNERSHIP WITH HUMANITY IN ACTION DEUTSCHLAND E.V., WAS A MULTIMEDIA PROJECT FOCUSING ON FOUR FUTURE CHALLENGES: SOCIAL COHESION, CLIMATE CHANGE, DIGITAL REVOLUTION, AND FUTURE OF DEMOCRACY THROUGH THE EYES OF FOUR YOUNG CHANGEMAKERS (TWO AMERICANS AND TWO GERMANS) WHO ARE RISING TO THESE CHALLENGES BY SPEAKING UP ON BEHALF OF THE FUTURE GENERATIONS. THE PROJECT DEMONSTRATED HOW A YOUNG GENERATION OF ACTIVISM HAS THE CAPACITY TO HELP MAKE SOCIAL CHANGE. THE TRANSITIONFOLLOWING THE 2020 ELECTION, THE FOUNDATION IDENTIFIED FORWARD-LOOKING ISSUES THAT WERE RIPE FOR TRANSATLANTIC COOPERATION, AS THE NEW PRESIDENT TOOK HIS SEAT IN THE OVAL OFFICE. WITH SO MANY OTHER THINK TANKS PROVIDING RECOMMENDATIONS TO THE NEW ADMINISTRATION, WE TOOK A UNIQUE APPROACH TO THIS PROJECT. WE PROVIDED EUROPEAN PERSPECTIVES ON CUTTING-EDGE ISSUES INCLUDING GLOBAL PANDEMICS, GREEN SHIPPING AND CYBERSECURITY, AND PRESENTED THIS CONTENT IN INNOVATIVE WAYS. IN ADDITION TO TRADITIONAL WRITTEN POLICY BRIEFS FOR EACH TOPIC, WE DEVELOPED A RANGE OF PRODUCTS INCLUDING VIDEO INTERVIEWS WITH 3D ANIMATED ENVIRONMENTS, PODCASTS AND INFOGRAPHICS. THIS PROJECT RELEASED ONE THEMATIC TOPIC PER MONTH AND CULMINATED WITH A COMPENDIUM PUBLICATION IN APRIL 2021, MARKING THE FIRST 100 DAYS OF THE NEW US ADMINISTRATION.TRANSATLANTIC PERISCOPETHE FOUNDATION COMPLETED THE BETA DEVELOPMENT OF THE TRANSATLANTIC PERISCOPE, A DIGITAL PLATFORM THAT IDENTIFIES TRENDLINES BETWEEN THE UNITED STATES AND EACH OF THE 27 EU MEMBER STATES (PLUS THE UNITED KINGDOM). IN 2021, THE FOCUS WAS TO RECRUIT INSTITUTIONAL PARTNERS TO SERVE AS CURATORS FOR THE BILATERAL COUNTRY MODULES THAT POWER THE SITE. TO DATE, WE HAVE SECURED THREE PARTNERS FOR THE PROJECT INCLUDING REAL INSTITUTO ELCANO (SPAIN), BERTELSMANN STIFTUNG (GERMANY) AND THE GERMANY MARSHALL FUND PARIS (FRANCE). WE WILL CONTINUE TO RECRUIT NEW PARTNERS, AND WILL GO LIVE WITH THE SITE IN THE FIRST QUARTER OF 2022.SEE ATTACHMENT BERTELSMANN FOUNDATION PROJECT SUMMARIES (2021) FOR FURTHER INFORMATION. |
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 | $409,414 | $91,116 | $91,116 |
| HARDWARE & SOFTWARE | $294,519 | $246,336 | $48,183 | $48,183 |
| WEBSITE | $323,478 | $232,285 | $91,193 | $91,193 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $12,449 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,669 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $13,788 | $0 | $0 | $13,788 |
| EVENT EXPENSES | $25,108 | $0 | $0 | $25,108 |
| COMPUTER EXPENSES | $35,610 | $0 | $0 | $35,610 |
| MISCELLANEOUS - OPERATING EXP | $18,807 | $0 | $0 | $29,414 |
| TECHNICAL EQUIP | $200 | $0 | $0 | $200 |
| BANK CHARGES | $1,615 | $0 | $0 | $1,615 |
| DUES & SUBSCRIPTIONS | $18,246 | $0 | $0 | $18,375 |
| POSTAGE | $8,311 | $0 | $0 | $8,311 |
| TELECOMMUNICATIONS | $66,436 | $0 | $0 | $66,436 |
| ADVERTISING | $418,386 | $0 | $0 | $418,386 |
| TRANSLATIONS | $4,435 | $0 | $0 | $4,435 |
| FUNDING PROGRAM PARTNERS/COOP | $25,321 | $0 | $0 | $25,321 |
| OPERATING EXPENSES | $76,048 | $0 | $0 | $76,410 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM EVENT AND EXPENSE REFUNDS | Desc |
| Revenue And Expenses Per Books | $17,954 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $17,954 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER VIDEO PRODUCTION COSTS | CategoryTxt |
| Amt | $173,767 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $179,767 | DisbursementsCharitablePrpsAmt |
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 | $78,157 | DisbursementsCharitablePrpsAmt |
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