2014-05-08T08:30:39-05:00 2013-12-31 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990PF 2013-01-01 711048702 BERTELSMANN FOUNDATION (NA) INC % ANNETTE HEUSER/FAITH GRAY BERT 2023841980 1101 NEW YORK AVENUE NW SUITE 901 Suite WASHINGTON DC 20005 ANNETTE HEUSER EXECUTIVE DIRECTOR 2023841980 2014-05-08 true Grant T LLP 2155614200 2013 2015-12-30 17:16:21Z X 1277472 X 2825136 1033 2826169 0 231896 231896 698344 697234 201931 201931 58297 0 0 58297 23024 0 0 23024 47295 47295 50082 304773 304773 188272 188272 128228 128228 1075778 963921 3007920 0 0 2844871 159245 159245 3167165 0 0 3004116 -340996 0 1173383 1152692 1152692 5000 60000 60000 37763 50806 50806 568555 554581 61500 13974 13974 1277646 1277472 1277472 147230 104812 0 230488 147230 335300 X 930509 942172 199907 0 1130416 942172 1277646 1277472 1130416 -340996 152752 942172 942172 false 0 0 0 0 0 false false false 0 0 0 false false false false true true false true false false false true WWW.BERTELSMANN-FOUNDATION.ORG ANNETTE HEUSERFAITH GRAY 2023841980 1101 NEW YORK AVENUE NW SUITE 901 WASHINGTON DC 20005 false false false false false false false false false false false false false false false true false true true false false false Aart De Geus 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 PRESIDENT 1.0 0 0 0 Gunter Thielen 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 Director 1.0 0 0 0 ANNETTE HEUSER 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 VICE PRESIDENT/EXECUTIVE DIR 35.0 231896 6957 0 Wilfred Uhr 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 Secretary/Treasurer 1.0 0 0 0 LIZ MOHN 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 DIRECTOR 1.0 0 0 0 Frederick Kempe 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 Director 1.0 0 0 0 Vishakha Desai 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 Director 1.0 0 0 0 Charles Dallara 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 Director 1.0 13769 0 0 TYSON BARKER 1101 NEW YORK AVE NW STE 901 WASHINGTON DC 20005 TRNSATLANTIC REL DIR 35.0 107065 15326 ANDREW COHEN 1101 NEW YORK AVE NW STE 901 WASHINGTON DC 20005 COM/OUTREACH DIR 35.0 141875 17525 FAITH GRAY 1101 NEW YORK AVE NW STE 901 WASHINGTON DC 20005 DIR ADMINISTRATION 35.0 132415 16520 ANNELIESE GUESS 1101 NEW YORK AVE NW STE 901 WASHINGTON DC 20005 PRJ MGR, INT'L RELAT 35.0 68000 13761 SAMUEL PUTTER-GEORGE 1101 NEW YORK AVE NW STE 901 WASHINGTON DC 20005 PRJ MGR, GED 35.0 60300 13562 1 ALBRIGHT CAPITAL MANAGEMENT LLC 1101 NEW YORK AVE NW 900 WASHINGTON DC 20005 STRG RENTAL/IT SRVS 381583 WINDOWS CATERING COMPANY 5724 GENERAL WASHINGTON DRIVE ALEXANDRIA VA 22312 EVENT PLAN/CATERING 132956 COPELAND DESIGN INC PO BOX 70926 BETHESDA MD 208130926 DESIGN/PRINTING SRVS 91502 VENABLE LLP PO BOX 62727 BETHESDA MD 212642727 LEGAL SERVICES 57995 0 TRANSATLANTIC RELATIONS, CEPI, & ANNUAL FINANCIAL CONFERENCE SEE ATTACHMENT 13 943582 GLOBAL FUTURES PROJECT SEE ATTACHMENT 13 152545 INTERNATIONAL NON-PROFIT CREDIT RATING AGENCY (INCRA) SEE ATTACHMENT 13 119286 TRANSATLANTIC COUNCIL ON MIGRATION SEE ATTACHMENT 13 94145 0 1252501 50806 1303307 0 1303307 19550 1283757 64188 X 3004116 0 0 0 0 3004116 3004116 X 0 0 0 0 0 0 0 0 3004116 3205299 2623835 2185802 11019052 159245 35000 76000 66850 337095 2844871 3170299 2547835 2118952 10681957 1277472 1277646 1274169 1005136 4834423 1277472 1277646 1274169 1005136 4834423 42792 38166 23802 24709 129469 0 0 0 0 X Atlantic Council 1101 15th Street NW Suite 1100 Washington DC 20005 NONE PC 2013 Distinguished Leadership Awards Dinner; Partnership publication of U.S. Trade Initiative 7000 Harvard University 124 Mount Auburn Street Cambridge MA 02138 NONE PC Support for the German Conference 9840 Transatlantic Policy Network 1800 K Street NW Washington DC 20006 NONE NC To Support Transatlantic Week 2013 10000 German American Business Council 2000 M Street Suite 335 Washington DC 20036 NONE PC GABC Maifest Dinner 450 Migration Policy Institute 1400 16th Street NW Ste 300 Washington DC 20036 NONE PC Participation in Transatlantic Council on Migration 94145 US Association of Former Members of Congress 1401 K Street NW 503 Washington DC 20005 NONE PC 16th and 17th Annual Statesmanship Awards Dinner 1975 American Institute for Contemp German Studies 1755 Massachusetts Avenue NW Johns Hopkins University Washington DC 20036 NONE PC Annual Global Leadership Awards Dinner 1070 British Embassy 3100 Massachusetts Avenue NW Washington DC 20008 NONE PC TTIP Partnership Survey & Rollout 34765 159245 SEMINARS AND TRAINING 01 508 OTHER INCOME 01 525 1033 1033 false false false false false false false false false false X X 1 BERTELSMANN STIFTUNG CARL-BERTELSMANN-STRasse 256 GUeTERSLOH GM 33311 2677433 X 2 European Commission 2300 M Street NW third floor Washington DC 20037 61052 X 3 US MISSION EUROPEAN UNION - Bruss Rue Zinner 13 BRUSSELS BE B-1000 15000 X 4 GOOGLE 1600 AMPHITHEATRE PKWY MOUNTAIN VIEW CA 94043 71651 X X 4 ADVERTISING 71651 ACCOUNTING & AUDITING 23024 23024 Charles Dallara Mr. Dallara was hired as a consultant during 2013 to provide services to the Foundation. He assisted with the implementation of the International non-profit credit rating agency proposal stipulations and he provided consulting services related to the global financial governance project in addition to other projects. Transatlantic Policy Network First Floor 115 Rue Froissart Brussels BE 1040 2013-03-19 10000 Support of Transatlantic Week 2013 10000 NO OCTOBER 2013 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. Substantial Contributor to the Foundation Part VII-A, Question 10 - Statement Regarding Activities Bertelsmann Stiftung ("Stiftung"), a German Private Operating Foundation, contributed $2,697,536 to the Bertelsmann Foundation (NA), Inc. ("Foundation") in 2013. It is important to note that the following Foundation officers and directors also serve on Stiftung's board of directors: Aart De Geus - Foundation President Liz Mohn - Foundation Director LEGAL SERVICES 58297 58297 OFFICE EXPENSES 31650 31650 STAFF DEVELOPMENT 1362 1362 EVENT EXPENSES 402681 402681 COMPUTER EXPENSES 32622 32622 MISCELLANEOUS 7033 50561 TECHNICAL EQUIP 79366 79366 OPERATING EXPENSE 56186 56186 BANK CHARGES 1302 1302 DUES & SUBSCRIPTIONS 16308 16308 POSTAGE 12036 12036 TELECOMMUNICATIONS 40586 40586 WEB SUPPORT 11563 11563 ADVERTISING 74946 74946 MISC PAID BY STIFTUNG 152752 152752 FDN RETURNED UNSPENT GRANT 155385 0 SEMINARS AND TRAININGS 508 OTHER INCOME 525 CONTRIBUTED SERVICES FROM STIFTUNG 152752 CONSULTANTS 31569 31569 OTHER SERVICES 15726 15726