BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201921009349100212
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- 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 | 2019-04-10T19:35:51-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 1275 Pennsylvania Ave NW Ste 601 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE BRAAM | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2023841980 | PhoneNum |
| Signature | 2019-04-10 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.64.52 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320191005000135 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3DD5683B4A4F9ED0F5FC750A01E0847A880CEB1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 435BF8AECAD1483B504E3BFCA9FF337394A871F0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,676,973 | 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 | $4,194,913 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,264 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,197,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $349,243 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $349,243 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $795,238 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $766,700 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $210,755 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $210,755 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,330 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,330 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,978 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,978 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $524,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $498,816 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,492 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $66,492 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $68,598 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $206,520 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $206,520 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $411,663 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $411,643 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,072 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $13,072 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,176,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,098,442 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,851,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,650,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,891,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,691,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $305,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,002,067 | CashBOYAmt |
| Cash EOY | $1,314,077 | CashEOYAmt |
| Cash EOYFMV | $1,314,077 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $38,938 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $170,570 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $170,570 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $653,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $460,857 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $252,907 | LandBOYAmt |
| Land EOY | $192,326 | LandEOYAmt |
| Land EOYFMV | $192,326 | LandEOYFMVAmt |
| Total Assets BOY | $1,293,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,676,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,676,973 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,398 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $212,243 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $28,115 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $134,513 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $212,243 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,159,399 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,464,730 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,159,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,464,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,293,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,676,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,159,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $305,331 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,464,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,464,730 | 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 | Yes (true) | 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 | 1275 PENNSYLVANIA AVE NW | AddressLine1Txt |
| City | STE | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | 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 (7 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 | 20004 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Stephen Szabo | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20004 | Director | 1.0 | $0 | $0 | $0 |
| Wilfred Uhr | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20004 | Director & Secretary/Treasurer | 1.0 | $0 | $0 | $0 |
| LIZ MOHN | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20004 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Frederick Kempe | |||||||||
| 1275 Pennsylvania Ave NW Ste 601 | STE 601 | WASHINGTON | DC | 20004 | Director | 1.0 | $0 | $0 | $0 |
| JOZEFINA BRAAM | |||||||||
| 1275 Pennsylvania Avenue NW | STE 601 | WASHINGTON | DC | 20004 | VICE PRESIDENT/DIRECTOR | 35.0 | $349,243 | $51,511 | $0 |
| Philipp Roesler | |||||||||
| 1275 Pennsylvania Ave NW Ste 601 | WASHINGTON | DC | 20004 | 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 | ||||||||
| 1275 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | DIRECTOR ADMINSTRATI | 35.0 | $155,037 | $39,559 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1275 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | TRANSATLANTIC REL DR | 35.0 | $150,587 | $23,438 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1275 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | GLOBAL/DIGITAL ADVIS | 35.0 | $84,436 | $19,991 | $0 |
| MICHAEL MCKEON | ||||||||
| 1275 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | PROJECT MANAGER | 35.0 | $67,658 | $15,109 | $0 |
| EMILY HRUBAN | ||||||||
| 1275 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | PROJECT MANAGER | 35.0 | $67,685 | $17,126 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | 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 | $399,033 |
| M Arthur Gensler Jr Assoc Inc | |||||
| 4541 Collection Center Drive | CHICAGO | IL | 60693 | Online Research | $130,220 |
| WINDOWS CATERING COMPANY | |||||
| 5724 General Washington Drive | ALEXANDRIA | VA | 22312 | EVENT PLAN/CATERING | $101,683 |
| COOK STUDIOS INC | |||||
| PO Box 534 | ARLINGTON | VA | 22216 | VIDEO EDITING | $76,444 |
| Amaryllis Inc | |||||
| 3701 West Street | LANDOVER | MD | 20785 | Event Planner | $74,860 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - THE NO COLLAR ECONOMY PROJECT, TRANS-ATLANTIC ROUNDTABLES, 9TH ANNUAL SPRING RECEPTION AND CONFERENCE, AND EXPERT DISCUSSIONS. SEE ATTACHMENT 12 | Description1Txt |
| Expenses1 | $534,788 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - PROGRAMS AIMED TO FOSTER DEBATE AND DISCUSSIONS AROUND THE MOST PRESSING US/EUR POLICIES. SEE ATTACHMENT 12 | Description2Txt |
| Expenses2 | $958,438 | Expenses2Amt |
| Description3 | GLOBAL ECONOMIC DYNAMICS - ON GOING EMERGING MARKET COVERAGE IN LATIN AMERICA AND BEYOND. SEE ATTACHMENT 12 | Description3Txt |
| Expenses3 | $12,074 | 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 | $1,581,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $170,570 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,752,532 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,752,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,726,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,312 | 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 | $3,691,491 | 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 | $3,691,491 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,691,491 | 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 | $3,691,491 | CurrentYearAmt |
| Year1 | $3,056,931 | Year1Amt |
| Year2 | $2,668,427 | Year2Amt |
| Year3 | $2,974,989 | Year3Amt |
| Total | $12,391,838 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $100,000 | Year1Amt |
| Year2 | $40,300 | Year2Amt |
| Year3 | $135,700 | Year3Amt |
| Total | $276,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,691,491 | CurrentYearAmt |
| Year1 | $2,956,931 | Year1Amt |
| Year2 | $2,628,127 | Year2Amt |
| Year3 | $2,839,289 | Year3Amt |
| Total | $12,115,838 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,676,973 | CurrentYearAmt |
| Year1 | $1,293,912 | Year1Amt |
| Year2 | $1,341,243 | Year2Amt |
| Year3 | $1,190,424 | Year3Amt |
| Total | $5,502,552 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,676,973 | CurrentYearAmt |
| Year1 | $1,293,912 | Year1Amt |
| Year2 | $1,341,243 | Year2Amt |
| Year3 | $1,190,424 | Year3Amt |
| Total | $5,502,552 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $58,208 | CurrentYearAmt |
| Year1 | $46,199 | Year1Amt |
| Year2 | $41,773 | Year2Amt |
| Year3 | $57,505 | Year3Amt |
| Total | $203,685 | 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 |
|---|---|---|---|---|---|---|---|
| Harvard University | |||||||
| 124Mount Auburn Street | Cambridge | MA | 021385759 | none | PC | Support Harvard's 2018 European Conference | $3,000 |
| Smithsonian American Art Museum | |||||||
| MRC970 PO Box 37012 | Washington | DC | 20013 | NONE | PC | General Support | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,500 | 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 | $2,264 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,264 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,264 | 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 | $4,143,452 | Yes (X) | ||||
| German Embassy | ||||||||||
| 2 | $25,339 | Yes (X) | 4645 Reservoir Road NW | Washington | DC | 20007 | ||||
| 3 | $26,122 | Yes (X) | 1600 amphitheatre parkway | mountain view | CA | 94043 | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING | CategoryTxt |
| Amt | $23,978 | Amt |
| Disbursements Charitable Prps | $23,978 | DisbursementsCharitablePrpsAmt |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $5,330 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,330 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $14,074 | $14,074 |
| STAFF DEVELOPMENT | $3,371 | $3,371 |
| EVENT EXPENSES | $282,204 | $281,243 |
| COMPUTER EXPENSES | $49,909 | $49,909 |
| MISCELLANEOUS - OPERATING EXP | $3,401 | $17,837 |
| TECHNICAL EQUIP | $59,936 | $59,936 |
| BANK CHARGES | $1,955 | $1,955 |
| DUES & SUBSCRIPTIONS | $12,541 | $12,541 |
| POSTAGE | $11,953 | $11,953 |
| TELECOMMUNICATIONS | $67,928 | $67,913 |
| ADVERTISING | $215,845 | $189,723 |
| TRANSLATIONS | $4,653 | $4,653 |
| FUNDING PROGRAM PARTNERS/COOP | $341,928 | $285,228 |
| OPERATING EXPENSES | $106,366 | $98,106 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $2,264 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTANTS | $133,700 | $133,700 |
| OTHER SERVICES | $390,693 | $390,693 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - REAL ESTATE | CategoryTxt |
| Amt | $66,492 | Amt |
| Disbursements Charitable Prps | $66,492 | DisbursementsCharitablePrpsAmt |
Comments