BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-05
- IRS object ID
- 202031579349100303
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- 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 | 2020-06-05T09:47:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-01-01 | 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) |
|---|---|---|
| In Care Of | % FAITH GRAY | InCareOfNm |
| 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 | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alycia Solecki | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,117,793 | 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 | $4,403,719 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,527 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,443,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $356,061 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $356,061 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $862,594 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $858,594 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $225,222 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $225,222 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,454 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,104 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $918,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $881,947 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,746 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $66,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $155,879 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $101,227 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $101,227 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $382,088 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $381,510 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $45,132 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $45,132 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $849,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $893,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,014,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,843,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,017,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,846,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $425,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,314,077 | CashBOYAmt |
| Cash EOY | $1,647,894 | CashEOYAmt |
| Cash EOYFMV | $1,647,894 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $170,570 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $69,096 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $69,096 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $917,231 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $516,428 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $192,326 | LandBOYAmt |
| Land EOY | $400,803 | LandEOYAmt |
| Land EOYFMV | $400,803 | LandEOYFMVAmt |
| Total Assets BOY | $1,676,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,117,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,117,793 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $212,243 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $227,649 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $212,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227,649 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,464,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,890,144 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,464,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,890,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,676,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,117,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,464,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $425,414 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,890,144 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,890,144 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bfna.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAITH GRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Aart De Geus | |||||||||
| 1275 Pennsylvania Avenue NW | Suite 601 | WASHINGTON | DC | 20036 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Stephen Szabo | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20036 | Director | 1.0 | $0 | $0 | $0 |
| Wilfred Uhr | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20036 | Director & Secretary/Treasurer | 1.0 | $0 | $0 | $0 |
| LIZ MOHN | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20036 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JOZEFINA Irene BRAAM | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20036 | FIRST VP/DIRECTOR | 35.0 | $356,061 | $43,963 | $0 |
| Philipp Roesler | |||||||||
| 1108 16th Street NW | WASHINGTON | DC | 20036 | Director | 1.0 | $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 | 35.0 | $167,721 | $37,276 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANSATLANTIC REL DR | 35.0 | $164,024 | $20,713 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | GLOBAL/DIGITAL ADVIS | 35.0 | $92,853 | $18,079 | $0 |
| JEFFREY BROWN | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | PROJECT MANAGER | 35.0 | $72,160 | $11,984 | $0 |
| EMILY RODRIGUEZ | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIR COMMUNICATION | 35.0 | $102,375 | $16,676 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Pennsylvania Building Association | |||||
| 7811 Montrose Road Suite 200 | POTOMAC | MD | 20854 | OFFICE RENTAL | $170,404 |
| M Arthur Gensler Jr Assoc Inc | |||||
| 4541 Collection Center Drive | CHICAGO | IL | 60693 | Online Research | $258,000 |
| WINDOWS CATERING COMPANY | |||||
| 5724 General Washington Drive | ALEXANDRIA | VA | 22312 | EVENT PLAN/CATERING | $71,467 |
| ANDREW KEEN PRODUCTIONS | |||||
| 1937 CARKETIB STREET UNIT C | BERKELRY | CA | 94704 | VIDEO PRODUCTION | $180,000 |
| ONE DIVERSIFIED LLC | |||||
| 45960 CENTER OAK PLAZA STE 100 | STERLING | VA | 20166 | TECH INSTALLATION | $110,278 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - SEE ATTACHMENT 12 | Description1Txt |
| Expenses1 | $610,995 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - SEE ATTACHMENT 12 | Description2Txt |
| Expenses2 | $1,013,367 | Expenses2Amt |
| Description3 | FUTURE OF WORK - SEE ATTACHMENT 12 | Description3Txt |
| Expenses3 | $145,435 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,856,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $69,096 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,925,553 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,925,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,896,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,846,417 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,846,417 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,846,417 | AdjustedQualifyingDistriAmt |
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 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,846,417 | CurrentYearAmt |
| Year1 | $3,691,491 | Year1Amt |
| Year2 | $3,056,931 | Year2Amt |
| Year3 | $2,668,427 | Year3Amt |
| Total | $13,263,266 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $100,000 | Year2Amt |
| Year3 | $40,300 | Year3Amt |
| Total | $140,300 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,846,417 | CurrentYearAmt |
| Year1 | $3,691,491 | Year1Amt |
| Year2 | $2,956,931 | Year2Amt |
| Year3 | $2,628,127 | Year3Amt |
| Total | $13,122,966 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,117,793 | CurrentYearAmt |
| Year1 | $1,676,973 | Year1Amt |
| Year2 | $1,293,912 | Year2Amt |
| Year3 | $1,341,243 | Year3Amt |
| Total | $6,429,921 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,117,793 | CurrentYearAmt |
| Year1 | $1,676,973 | Year1Amt |
| Year2 | $1,293,912 | Year2Amt |
| Year3 | $1,341,243 | Year3Amt |
| Total | $6,429,921 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,222 | CurrentYearAmt |
| Year1 | $58,208 | Year1Amt |
| Year2 | $46,199 | Year2Amt |
| Year3 | $41,773 | Year3Amt |
| Total | $209,402 | 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) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St Alban's Episcopal Church | |||||||
| 3001 Wisconsin Avenue NW | Washington | DC | 20016 | NONE | PC | General Support | $250 |
| Harvard University | |||||||
| 124Mount Auburn Street | Cambridge | MA | 021385759 | none | PC | general support | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $39,527 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,527 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,527 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 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 | $4,401,032 | Yes (X) | ||||
| German Embassy | ||||||||||
| 2 | $10,000 | Yes (X) | 4645 Reservoir Road NW | Washington | DC | 20007 | ||||
| Goethe Institute eV | ||||||||||
| 3 | Dachauer Str122 | Munchen | GM | D-80637 | $24,707 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING | CategoryTxt |
| Amt | $27,770 | Amt |
| Disbursements Charitable Prps | $27,770 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| Pennsylvania Building Association |
| OFFICE RENTAL |
| M Arthur Gensler Jr Assoc Inc |
| Online Research |
| WINDOWS CATERING COMPANY |
| EVENT PLAN/CATERING |
| ANDREW KEEN PRODUCTIONS |
| VIDEO PRODUCTION |
| ONE DIVERSIFIED LLC |
| TECH INSTALLATION |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION HAS NOT FURNISHED A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL OF A STATE BECAUSE THE FOUNDATION DOES NOT REPORT TO AND IS NOT REGISTERED WITH ANY STATE. 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 (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Form 990PF, Part I, Line 19 | Form 990PF, Part I, Line 19 | Attachment 11 Depreciation Statement Furniture and Equipment $53,643 Computer Software $44,381 Leasehold Improvements $57,855 ------- Depreciation Expense $155,879 |
| From 990PF, Part IX-A, Direct Charitabale Activities | Form 990PF, Part IX-A, Direct Charitable Activities | Attachment 12 1. Administration How to Fix Democracy Video/Podcast Series; No Collar Economy II (Publication & Animations); BFNA Videos on Latvia, Mexico, West Virginia, and Florida; Annual Spring Dinner and Washington Symposium; Transatlantic Roundtables and Expert Discussions 2. Transatlantic Relations Projects aimed to foster debate concerning the transatlantic relationship between the US and Germany (and Europe) and the state of democracy. Projects include CEPI, Newpolitik, Disrupting Democracy and the Periscope, a digital platform identifying trendlines between the US and EU states. Deliverables include publications, videos, microsites, convenings, and presentations. 3. Future of Work Microsites, presentations and convenings outlining the future of work and artificial intelligence in the US and Europe. |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $6,454 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,454 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $42,784 | $42,784 |
| STAFF DEVELOPMENT | $11,320 | $11,320 |
| EVENT EXPENSES | $200,875 | $201,836 |
| COMPUTER EXPENSES | $48,092 | $48,092 |
| MISCELLANEOUS - OPERATING EXP | $48,239 | $48,039 |
| TECHNICAL EQUIP | $19,827 | $19,827 |
| BANK CHARGES | $1,216 | $1,216 |
| DUES & SUBSCRIPTIONS | $14,367 | $14,354 |
| POSTAGE | $5,210 | $5,210 |
| TELECOMMUNICATIONS | $63,192 | $63,207 |
| ADVERTISING | $98,967 | $96,344 |
| TRANSLATIONS | $2,125 | $2,125 |
| FUNDING PROGRAM PARTNERS/COOP | $217,942 | $256,642 |
| OPERATING EXPENSES | $74,853 | $82,680 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $39,527 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER VIDEO PRODUCTION COSTS | CategoryTxt |
| Amt | $918,400 | Amt |
| Disbursements Charitable Prps | $943,977 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - REAL ESTATE | CategoryTxt |
| Amt | $84,746 | Amt |
| Disbursements Charitable Prps | $66,049 | DisbursementsCharitablePrpsAmt |