BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-02
- IRS object ID
- 201811229349100416
- Schema version
- 2017v2.3
- 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 | 2018-05-02T14:08:16-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 Suite St | 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 | 2018-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alycia Mecchella | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,293,912 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,164,178 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,520 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,169,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $312,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $312,470 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $708,013 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $695,754 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $211,496 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $211,496 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,733 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,308 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,054 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $66,054 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $88,246 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $244,501 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $244,501 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $343,467 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $343,467 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $32,921 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $32,921 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $879,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $851,727 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,085,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,956,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,185,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,056,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,083,939 | CashBOYAmt |
| Cash EOY | $1,002,067 | CashEOYAmt |
| Cash EOYFMV | $1,002,067 | CashEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Prepaid Expenses BOY | $82,630 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $38,938 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $38,938 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $645,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $392,259 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $174,674 | LandBOYAmt |
| Land EOY | $252,907 | LandEOYAmt |
| Land EOYFMV | $252,907 | LandEOYFMVAmt |
| Total Assets BOY | $1,341,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,293,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,293,912 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $110,192 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,398 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $56,205 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $28,115 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $166,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $134,513 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,174,856 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,159,399 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,174,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,159,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,341,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,293,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,174,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,457 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,159,399 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,159,399 | 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 |
| Adjusted Qlfy Distri Yr1 | $2,668,427 | AdjustedQlfyDistriYr1Amt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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.BERTELSMANN-FOUNDATION.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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
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 Ave NW | Suite 601 | WASHINGTON | DC | 20004 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Stephen Szabo | |||||||||
| 1275 Pennsylvania Ave NW | STE 601 | WASHINGTON | DC | 20004 | Director | 1.0 | $0 | $0 | $0 |
| Wilfred Uhr | |||||||||
| 1275 Pennsylvania Ave NW | STE 601 | WASHINGTON | DC | 20004 | Director & Secretary/Treasurer | 1.0 | $0 | $0 | $0 |
| LIZ MOHN | |||||||||
| 1275 Pennsylvania Ave NW | STE 601 | WASHINGTON | DC | 20004 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Frederick Kempe | |||||||||
| 1275 Pennsylvania Ave NW | STE 601 | WASHINGTON | DC | 20004 | Director | 1.0 | $0 | $0 | $0 |
| JOZEFINA BRAAM | |||||||||
| 1275 Pennsylvania Ave NW | STE 601 | WASHINGTON | DC | 20004 | VICE PRESIDENT/DIRECTOR | 35.0 | $312,470 | $39,511 | $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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY BROWN | ||||||||
| 1275 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PROJECT MANAGER | 35.0 | $57,500 | $19,026 | $0 |
| FAITH GRAY | ||||||||
| 1275 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | DIRECTOR ADMINSTRATI | 35.0 | $155,219 | $38,314 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1275 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | TRANSATLANTIC REL DR | 35.0 | $141,764 | $21,773 | $0 |
| MICHAEL MCKEON | ||||||||
| 1275 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PROJECT MANAGER | 35.0 | $60,000 | $11,929 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1275 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | GLOBAL/DIGITAL ADVIS | 35.0 | $79,531 | $17,540 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMARYLLIS INC | |||||
| 3701 WEST STREET | LANDOVER | MD | 20785 | event planner | $86,440 |
| PENNSYLVANIA BUILDING ASSOCIATION | |||||
| 7811 MONTROSE ROAD STE 200 | POTOMAC | MD | 20854 | OFFICE RENTAL | $389,008 |
| WINDOWS CATERING COMPANY | |||||
| 5724 General Washington Drive | ALEXANDRIA | VA | 22312 | EVENT PLAN/ CATERING | $118,302 |
| FORM ONE | |||||
| 15954 Jackson Creek Pkwy Ste B 37 | MONUMENT | CO | 80132 | WEBSITE DESIGN | $144,043 |
| STROTHE CONSULTING LLC | |||||
| 405 Waterside Farm | CENTREVILLE | MD | 21617 | MEDIA CONSULTANT | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - THE NO COLLAR ECONOMY PROJECT, TRANS-ATLANTIC ROUNDTABLES, 9TH ANNUAL SPRING RECEPTION AND CONFERENCE, AND EXPERT DISCUSSIONS. SEE ATTACHMENT 11 | Description1Txt |
| Expenses1 | $1,911,692 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - PROGRAMS AIMED TO FOSTER DEBATE AND DISCUSSIONS AROUND THE MOST PRESSING US/EUR POLICIES. SEE ATTACHMENT 11 | Description2Txt |
| Expenses2 | $1,217,568 | Expenses2Amt |
| Description3 | GLOBAL ECONOMIC DYNAMICS - ON GOING EMERGING MARKET COVERAGE IN LATIN AMERICA AND BEYOND. SEE ATTACHMENT 11 | Description3Txt |
| Expenses3 | $40,264 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,368,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,938 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,407,077 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,407,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,385,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,299 | 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 | $3,056,931 | 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 | $3,056,931 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,056,931 | 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 | $3,056,931 | CurrentYearAmt |
| Year1 | $2,668,427 | Year1Amt |
| Year2 | $2,974,989 | Year2Amt |
| Year3 | $2,891,942 | Year3Amt |
| Total | $11,592,289 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $100,000 | CurrentYearAmt |
| Year1 | $40,300 | Year1Amt |
| Year2 | $135,700 | Year2Amt |
| Year3 | $162,230 | Year3Amt |
| Total | $438,230 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,956,931 | CurrentYearAmt |
| Year1 | $2,628,127 | Year1Amt |
| Year2 | $2,839,289 | Year2Amt |
| Year3 | $2,729,712 | Year3Amt |
| Total | $11,154,059 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,293,912 | CurrentYearAmt |
| Year1 | $1,341,243 | Year1Amt |
| Year2 | $1,190,424 | Year2Amt |
| Year3 | $1,227,654 | Year3Amt |
| Total | $5,053,233 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,293,912 | CurrentYearAmt |
| Year1 | $1,341,243 | Year1Amt |
| Year2 | $1,190,424 | Year2Amt |
| Year3 | $1,227,654 | Year3Amt |
| Total | $5,053,233 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $46,199 | CurrentYearAmt |
| Year1 | $41,773 | Year1Amt |
| Year2 | $57,505 | Year2Amt |
| Year3 | $46,549 | Year3Amt |
| Total | $192,026 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Aspen Institute | ||||||||||||
| One Dupont Circle Suite 700 | Washington | DC | 20036 | NONE | PC | Aspen Ministers Forum | $35,000 | |||||
| CENTER FOR ELECTION INNOVATION & RESEARCH | ||||||||||||
| 1015 15th Street NW | Washington | DC | 20005 | NONE | PC | Disrupting Democracy chapter | $2,000 | |||||
| GLOBAL PUBLIC POLICY INSTITUTE (BERLIN) | ||||||||||||
| NONE | PC | Partnership contribution for Transatlantic Digital Debates 2017 session in DC | $10,000 | Reinhardtstr 7 | Berlin | GM | 10117 | |||||
| INFORMATION TECHNOLOGY & INNOVATION FOUNDATION | ||||||||||||
| 1101 K Street NW | Washington | DC | 20005 | NONE | PC | PARTNERSHIP ON FUTURE OF WORK PROJECT | $7,500 | Suite 610 | ||||
| NATIONAL CENTER FOR CIVIC INNOVATION INC | ||||||||||||
| 121 Avenue of the Americas | New York | NY | 10013 | NONE | PC | WORK WITH GOVLAB ON FUTURE OF WORK PROJECT | $40,000 | 6th Floor | ||||
| STIFTUNG NEUE VERANTWORTUNG | ||||||||||||
| NONE | NC | PARTNERSHIP ON FUTURE OF WORK PAPER AND ROLLOUT | $5,500 | Berliner Freiheit 2 | Berlin | GM | 10785 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $5,520 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,520 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,520 | 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 | $3,100,417 | Yes (X) | ||||
| German Embassy | ||||||||||
| 2 | $20,000 | Yes (X) | 4645 Reservoir Rd NW | Washington | DC | 20007 | ||||
| 3 | $43,761 | 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 | $23,733 | Amt |
| Disbursements Charitable Prps | $23,733 | 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 | $1,500 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $14,687 | $14,687 |
| STAFF DEVELOPMENT | $5,358 | $5,358 |
| EVENT EXPENSES | $372,754 | $372,754 |
| COMPUTER EXPENSES | $33,387 | $33,387 |
| MISCELLANEOUS - OPERATING EXP | $93,588 | $109,630 |
| TECHNICAL EQUIP | $79,395 | $79,395 |
| BANK CHARGES | $2,048 | $2,048 |
| DUES & SUBSCRIPTIONS | $13,914 | $13,914 |
| POSTAGE | $8,706 | $8,706 |
| TELECOMMUNICATIONS | $67,607 | $67,607 |
| ADVERTISING | $177,830 | $134,069 |
| TRANSLATIONS | $10,172 | $10,172 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $5,520 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTANTS | $92,960 | $92,960 |
| OTHER SERVICES | $80,348 | $80,348 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - REAL ESTATE | CategoryTxt |
| Amt | $66,054 | Amt |
| Disbursements Charitable Prps | $66,054 | DisbursementsCharitablePrpsAmt |
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