BERTELSMANN FOUNDATION NORTH AMERICA INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERTELSMANN FOUNDATION NORTH AMERICA INC (EIN 71-1048702)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349105752
- Schema version
- 2025v4.1
- 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
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T20:16:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711048702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELSMANN FOUNDATION (NA) INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERT | BusinessNameControlTxt |
| Phone | 2023841980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOZEFINA IRENE BRAAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023841980 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,641,398 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,509,398 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $85,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $85,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,594,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $398,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $398,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,107,193 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,070,859 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $249,371 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $233,553 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,891 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,891 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $423,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $423,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $85,153 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $74,108 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,676 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,936 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $410,055 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $410,055 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $705,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $705,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,494,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,367,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,548,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,504,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$954,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,362,362 | CashBOYAmt |
| Cash EOY | $1,438,143 | CashEOYAmt |
| Cash EOYFMV | $1,438,143 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $106,031 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $169,969 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $169,969 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,313,938 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,280,652 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $64,355 | LandBOYAmt |
| Land EOY | $33,286 | LandEOYAmt |
| Land EOYFMV | $33,286 | LandEOYFMVAmt |
| Total Assets BOY | $2,532,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,641,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,641,398 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $138,168 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $191,060 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $10,000 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $138,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $201,060 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,394,580 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,440,338 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,394,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,440,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,532,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,641,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,394,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$954,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,440,338 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,440,338 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BFNA.ORG | WebsiteAddressTxt |
| Individual With Books | FAITH GRAY | IndividualWithBooksNm |
| Phone | 2023841980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LIZ MOHN | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOZEFINA IRENE BRAAM | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR & FIRST VP | 35.00 | $345,096 | $53,903 | $0 |
| MARKUS DOHLE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN SZABO | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILFRIED UHR | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR & SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| FAITH GRAY | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | DIRECTOR ADMIN | 35.00 | $225,007 | $59,134 | $0 |
| ANTHONY SILBERFELD | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANSATLANTIC REL DR | 35.00 | $219,809 | $45,436 | $0 |
| SAMUEL PUTTER-GEORGE | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | GLOBAL/DIGITAL ADVIS | 35.00 | $134,724 | $32,068 | $0 |
| COURTNEY FLYNN MARTINO | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANS. RELATIONS ASS | 35.00 | $96,716 | $19,476 | $0 |
| DAVID MARSHALL REID | ||||||||
| 1108 16TH STREET NW | WASHINGTON | DC | 20036 | TRANS. RELATIONS SR. | 35.00 | $85,998 | $17,046 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SQUIRRO AMERICAS INC | |||||
| 902 BROADWAY | NEW YORK | NY | 10010 | WEB DEVELOPMENT | $95,700 |
| THEOHARIS MANAGEMENT | |||||
| 5724 GENERAL WASHINGTON DRIVE | ALEXANDRIA | VA | 22312 | BLDG OPER. EXP. & CONDO INSURANCE | $78,357 |
| CULTIVATE LABS AKA FLYOVERWORKS INC | |||||
| 447 HIGHCREST DRIVE | WILMETTE | IL | 60091 | WEB DEVELOPMENT | $71,344 |
| ANDREW KEEN PRODUCTIONS | |||||
| 170 UPPER TERRACE | SAN FRANCISCO | CA | 94117 | VIDEO PRODUCTION | $63,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADMINISTRATION - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2025) FOR FURTHER INFORMATION. | Description1Txt |
| Expenses1 | $1,891,543 | Expenses1Amt |
| Description2 | TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2025) FOR FURTHER INFORMATION. | Description2Txt |
| Expenses2 | $1,550,861 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,489,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,489,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,489,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,452,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,504,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $43,040 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,547,180 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $85,000 | CurrentYearAmt |
| Year1 | $1,943 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $86,943 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $72,250 | CurrentYearAmt |
| Year1 | $1,652 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $73,902 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,547,180 | CurrentYearAmt |
| Year1 | $3,209,866 | Year1Amt |
| Year2 | $3,013,663 | Year2Amt |
| Year3 | $3,115,400 | Year3Amt |
| Total | $12,886,109 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $136,500 | CurrentYearAmt |
| Year1 | $30,000 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $166,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,410,680 | CurrentYearAmt |
| Year1 | $3,179,866 | Year1Amt |
| Year2 | $3,013,663 | Year2Amt |
| Year3 | $3,115,400 | Year3Amt |
| Total | $12,719,609 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $81,743 | CurrentYearAmt |
| Year1 | $83,130 | Year1Amt |
| Year2 | $73,226 | Year2Amt |
| Year3 | $70,741 | Year3Amt |
| Total | $308,840 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GERMAN AMERICAN PARTNERSHIP PROGRAM | |||||||
| 30 IRVING PLACE | NEW YORK | NY | 10003 | N/A | PC | SUPPORT THE GERMAN AMERICAN PARTNERSHIP PROGRAM SCHOOL EXCHANGE PROGRAM | $15,000 |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT HARVARD'S 2025 GERMAN-AMERICAN CONFERENCE | $10,000 |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT HARVARD'S EUROPEAN CONFERENCE | $7,500 |
| WORLD AFFAIRS COUNCIL | |||||||
| 325 NORTH ST PAUL STREET SUITE 400 | DALLAS | TX | 75201 | N/A | PC | SUPPORT IN PERSON SPEAKING EVENT | $4,000 |
| ASPEN MINISTERS FORUM | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | SUPPORT THE ASPEN MINISTERS FORUM BERLIN CONFERENCE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOMESTIC OUTREACH | Desc |
| Related Or Exempt Function Incm | $85,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $85,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,000 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | THE BERTELSMANN FOUNDATION (NORTH AMERICA), INC., ESTABLISHED IN 2008, WAS CREATED TO PROMOTE AND STRENGTHEN THE TRANSATLANTIC RELATIONSHIP. THROUGH RESEARCH, ANALYSIS, FORUMS, AND AUDIOVISUAL AND MULTIMEDIA CONTENT, WE SEEK TO EDUCATE AND ENGAGE OUR AUDIENCE ON THE MOST PRESSING ECONOMIC, POLITICAL, AND SOCIAL CHALLENGES FACING THE UNITED STATES AND EUROPE. IN 2025, THE FOUNDATION CARRIED OUT TWO TOWN HALL PROJECTS WITH THE GERMAN EMBASSY. THE PURPOSE OF THE PROJECT WAS TO STRENGTHEN GERMAN DIPLOMATS' UNDERSTANDING OF AMERICAN POLITICAL AND ECONOMIC DYNAMICS ON THE LOCAL LEVEL, OUTSIDE OF WASHINGTON, D.C., AND EXPLORE OPPORTUNITIES FOR FUTURE GERMAN-AMERICAN ENGAGEMENT AND COLLABORATION. GERMAN EMBASSY STAFF MET WITH A WIDE RANGE OF STAKEHOLDERS, FROM STATE-LEVEL OFFICIALS AND ACADEMICS TO ENTREPRENEURS AND COMMUNITY DEVELOPMENT ORGANIZATIONS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTELSMANN STIFTUNG | BusinessNameLine1Txt |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CARL-BERTELSMANN-STRASSE 256 | AddressLine1Txt |
| City | GUETERSLOH | CityNm |
| Province Or State | GUETERSLOH | ProvinceOrStateNm |
| Country | GM | CountryCd |
| Foreign Postal | 33311 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,509,398 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING | CategoryTxt |
| Amt | $32,891 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,891 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE DISTRICT OF COLUMBIA DESIGNATED TAXING AUTHORITY DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH ITS AGENCY. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DEPRECIATION EXPENSE | FORM 990-PF, PART VIII-A | DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $779COMPUTER SOFTWARE $30,079LEASEHOLD IMPROVEMENTS $43,250 ---------DEPRECIATION EXPENSE $74,108 ===== |
| DIRECT CHARITABLE ACTIVITY | FORM 990-PF, PART VIII-A |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|
| DIRECT CHARITABLE ACTIVITY (CONTINUED) | FORM 990-PF, PART VIII-A | HARVARD GERMAN AMERICAN CONFERENCE, CAMBRIDGE, MA (NOVEMBER 15, 2025): COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, PARTICIPATED IN THE 2025 GERMAN AMERICAN CONFERENCE ON NOVEMBER 15, WHICH TOOK PLACE AT HARVARD UNIVERSITY'S JOHN F. KENNEDY SCHOOL OF GOVERNMENT. DURING THE CONFERENCE, MS. FLYNN MARTINO RAN A WORKSHOP FOR 30 STUDENTS ON THE BERTELSMANN FOUNDATION'S RANGE FORECASTING PLATFORM, MODERATED THE PANEL "TECH, TRUST, AND TRANSATLANTIC POWER: THE ROLE OF STARTUPS AND BIG TECH IN SECURITY AND DEMOCRACY AND MET WITH SEVERAL STUDENT GROUPS, INCLUDING SCHOLARSHIP HOLDERS OF THE HANS BCKLER FOUNDATION. DURING THE RANGE WORKSHOP, STUDENTS WERE INTERESTED IN LEARNING ABOUT THE SCIENCE OF FORECASTING, HOW TO AVOID PERSONAL BIAS WHEN MAKING PREDICTIONS, AND HOW AI IS INTEGRATED INTO THE PLATFORM. DURING THE PANEL, MAJOR THEMES OF DISCUSSION INCLUDED THE IMPORTANCE OF UPHOLDING DEMOCRATIC NORMS WHEN DEVELOPING DEFENSIVE TECHNOLOGIES, THE NEED FOR EUROPE TO REDUCE DEPENDENCY ON U.S. BIG TECH, AND THE CHALLENGE OF BALANCING SWIFT INNOVATION WITH ETHICAL REGULATION. STUDENTS WERE INTERESTED IN BFNA'S WORK WRIT LARGE, WITH A PARTICULAR EMPHASIS ON BFNA'S DIGITAL PLATFORMS AND U.S.-GERMANY RESEARCH.CITY DIRECTORS FOR INTERNATIONAL AFFAIRS RANGE FORECASTING WORKSHOP, GERMAN MARSHALL FUND WASHINGTON FIELD VISIT, WASHINGTON, DC (DECEMBER 9, 2025): THE BERTELSMANN FOUNDATION AND THE CITIES PROGRAM OF THE GERMAN MARSHALL FUND CO-HOSTED A RANGE DECOMPOSITION WORKSHOP FOR A DELEGATION OF CITY DIRECTORS OF INTERNATIONAL AFFAIRS FROM FIFTEEN CITIES IN EUROPE AND NORTH AMERICA. STEVEN BOSACKER, MANAGING DIRECTOR OF GMF CITIES, KICKED OFF THE WORKSHOP WITH AN OVERVIEW OF THE DELEGATION'S ACTIVITIES DURING THEIR VISITS TO WASHINGTON AND SEATTLE. THE EVENT THEN PIVOTED TO A DECOMPOSITION WORKSHOP FACILITATED BY BFNA'S TONY SILBERFELD AND MARSHALL REID, FOCUSING ON THE QUESTION OF HOW CITIES CAN FILL THE VACUUM IN STRENGTHENING TRANSATLANTIC RELATIONS IN THE ABSENCE OF STRONG NATION-TO-NATION LEADERSHIP AMONG THE ALLIES. THE WORKSHOP INCLUDED SCENARIO BRIEFINGS, SIGNAL IDENTIFICATION, QUESTION PRIORITIZATION, AND LIVE FORECASTING. THE EVENT CONCLUDED WITH AN OVERVIEW OF THE LONG-TERM REPORTING AND FORECAST TRACKING THAT WILL BE PROVIDED BY BFNA TO EACH OF THE PARTICIPATING CITIES IN THIS EXERCISE.TRANSATLANTIC PERISCOPE & PERISCOPE PARTNERS SUMMITTHE BERTELSMANN FOUNDATION ACCELERATED THE SCALING AND PUBLIC ENGAGEMENT PROCESS FOR THE TRANSATLANTIC PERISCOPE, A DIGITAL PLATFORM THAT IDENTIFIES TRENDLINES AND KEY ISSUES THAT DEFINE THE RELATIONSHIPS BETWEEN THE UNITED STATES AND EACH OF THE 27 EU MEMBER STATES (PLUS THE UNITED KINGDOM). IN 2025, THE PERISCOPE ADDED FIVE NEW PARTNER COUNTRIES INCLUDING THE LATVIAN INSTITUTE FOR INTERNATIONAL AFFAIRS (LATVIA), GEOPOLITICS AND SECURITY STUDIES CENTER (LITHUANIA), NEW STRATEGY CENTER (ROMANIA), UNIVERSITY OF MALTA (MALTA) AND CENTRE FOR EUROPEAN PERSPECTIVE (SLOVENIA). THE PERISCOPE CONTINUES TO HONE A STRONG AND ENGAGED NETWORK OF INDIVIDUALS IN BOTH THE U.S. AND EUROPE; IN 2025, 68% OF TRAFFIC TO THE SITE CAME FROM DIRECT OUTREACH OR PARTNER REFERRALS. THE PERISCOPE PROJECT EXPANDED ITS ACTIVITIES OFFLINE IN 2025 IN THREE DISTINCT WAYS. FIRST, THE BERTELSMANN FOUNDATION LEVERAGED THE PERISCOPE NETWORK FOR A SERIES OF EUROPEAN ELECTION BRIEFINGS AND FORESIGHT WORKSHOPS. SECOND, WE GATHERED THE FULL PARTNER NETWORK IN WARSAW, POLAND FOR A PERISCOPE SUMMIT. THIRD, WE HOSTED A VARIETY OF IN-PERSON EVENTS EXPLORING THE BILATERAL RELATIONSHIP BETWEEN THE UNITED STATES IN SELECTED EU MEMBER COUNTRIES AS WELL AS WASHINGTON, DC.TRANSATLANTIC PERISCOPE EVENT, STOCKHOLM FREE WORLD FORUM, STOCKHOLM, SWEDEN (FEBRUARY 18, 2025): THE STOCKHOLM FREE WORLD FORUM (SFWF) HOSTED AN EVENT UNDER THE BANNER OF THE TRANSATLANTIC PERISCOPE FOCUSING ON U.S.-SWEDEN RELATIONS IN THE SECOND TRUMP ADMINISTRATION AND IMPLICATIONS FOR TRANSATLANTIC SECURITY. THE PANEL DISCUSSION WAS MODERATED BY SFWF EXECUTIVE DIRECTOR ANNA GUTHRIE AND FEATURED BFNA'S TONY SILBERFELD, FORMER SWEDISH MEP GUNNAR HOKMARK, AND MINNA ALANDER FROM THE FINNISH INSTITUTE FOR INTERNATIONAL AFFAIRS (ALSO A PERISCOPE PARTNER ORGANIZATION). THE DISCUSSION AND SUBSEQUENT AUDIENCE Q&A DEALT WITH A RANGE OF ISSUES INCLUDING U.S. DOMESTIC POLITICS, THE IMPACT OF DISINFORMATION, THE FUTURE OF NATO, AND WHETHER THE TRANSATLANTIC RELATIONSHIP CAN SURVIVE UNTIL 2029. THIS IS PART OF AN ONGOING SERIES OF EVENTS AND ENGAGEMENTS TO PROMOTE THE TRANSATLANTIC PERISCOPE AND TO DEEPEN OUR RELATIONSHIPS WITH PARTNER INSTITUTIONS.TRANSATLANTIC PERISCOPE BRIEFING ON GERMAN FEDERAL ELECTION (VIRTUAL) (FEBRUARY 27, 2025): ANTHONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, AND COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, HOSTED A WEBINAR ON THE 2025 GERMAN FEDERAL ELECTION FOR THE EUROPEAN THINK TANK NETWORK OF THE TRANSATLANTIC PERISCOPE. PETER WALKENHORST, SENIOR PROJECT MANAGER, BERTELSMANN STIFTUNG, BRIEFED PARTICIPANTS ON HOW SNAP ELECTIONS CAME TO BE IN GERMANY, ANALYZED VOTER DEMOGRAPHICS AND PARTY PERFORMANCE, AND PREVIEWED WHAT TO EXPECT FROM THE NEXT GOVERNMENT. FOLLOWING DR. WALKENHORST'S REMARKS, COURTNEY FLYNN MARTINO MODERATED A QUESTION-AND-ANSWER SESSION WITH PARTICIPANTS. PARTICIPANTS RAISED ISSUES OF YOUTH VOTER POLARIZATION, GERMAN SUPPORT FOR UKRAINE, AND IF THIS NEW GOVERNMENT WILL BE ABLE TO PROVIDE STABILITY AMIDST MAJOR INTERNAL AND EXTERNAL CHALLENGES FACING GERMANY.TRANSATLANTIC PERISCOPE ROUNDTABLE "NATO MEETS AMERICA FIRST: A VIEW FROM SWEDEN", WASHINGTON, DC (MARCH 4, 2025): IRENE BRAAM, EXECUTIVE DIRECTOR, ANTHONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, AND COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, HOSTED A BREAKFAST ROUNDTABLE DISCUSSION WITH ANNA RENNUS GUTHRIE, DIRECTOR OF THE STOCKHOLM FREE WORLD FORUM. THE STOCKHOLM FREE WORLD FORUM IS THE SWEDISH PARTNER FOR THE TRANSATLANTIC PERISCOPE. AFTER OPENING REMARKS FROM IRENE BRAAM AND ANTHONY SILBERFELD, ANNA RENNUS GUTHRIE GAVE AN ASSESSMENT OF SWEDISH PRIORITIES ON SECURITY AND DEFENSE FOLLOWING ITS ACCESSION TO NATO IN 2024 AND IN LIGHT OF RHETORIC FROM THE TRUMP ADMINISTRATION ON TRANSATLANTIC DEFENSE COOPERATION AND SUPPORT FOR UKRAINE. FOLLOWING HER REMARKS, ANTHONY SILBERFELD MODERATED A QUESTION-AND-ANSWER SESSION WITH PARTICIPANTS. PARTICIPANTS RAISED ISSUES OF COORDINATED EUROPEAN DEFENSE POLICY, THE FUTURE OF U.S. SECURITY COLLABORATION, INCREASED SWEDISH INVESTMENT IN ARMAMENTS AND DEFENSE, AND THE ROLE OF PUBLIC SUPPORT FOR UKRAINE IN DICTATING NATIONAL POLICY. TRANSATLANTIC PERISCOPE WEBINAR WITH LIAIA ON AI AND MEDIA (MARCH 7, 2025): ANTHONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, AND COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, ORGANIZED A WEBINAR WITH THE LATVIAN INSTITUTE OF INTERNATIONAL AFFAIRS (LIIA) ENTITLED "ARTIFICIAL INTELLIGENCE IN THE MEDIA: A TOOL FOR SHAPING PUBLIC PERCEPTION OF U.S. FOREIGN POLICY". THE WEBINAR ALSO SERVED AS THE OFFICIAL LAUNCH OF THE U.S.-LATVIA MODULE ON THE TRANSATLANTIC PERISCOPE. ANTHONY SILBERFELD OPENED THE EVENT WITH AN OVERVIEW OF THE PERISCOPE AND TOUR OF THE LATVIA PAGE, HIGHLIGHTING THE VARIETY OF TRUSTED MEDIA SOURCES IN BOTH ENGLISH AND LATVIAN. THE EVENT THEN TURNED TO A DISCUSSION ON THE ROLE OF ARTIFICIAL INTELLIGENCE IN MEDIA AND ITS IMPACT ON POLICY. THE SPEAKERS INCLUDED ANYA SCHIFFRIN, SENIOR LECTURER AT COLUMBIA UNIVERSITY'S SCHOOL OF INTERNATIONAL AND PUBLIC AFFAIRS, UGIS LIBIETIS, A LONGTIME LATVIA RADIO JOURNALIST, AND GUNDARS KULIKOVSKIS, A LATVIAN BUSINESSMAN AND CEO OF ZIPPY VISION. THE CONVERSATION WAS MODERATED BY INGE SPRINGE, FOUNDER OF THE BALTIC CENTER FOR INVESTIGATIVE JOURNALISM. PARTICIPANTS DEBATED THE ROLE OF AI AS A TOOL FOR JOURNALISTS AND WHETHER THE BENEFITS OUTWEIGHED THE RISKS. DESPITE DISAGREEMENT ON THE RESPONSIBILITY OF GOVERNMENT TO REGULATE AI, ALL THE PANELISTS AGREED THAT HUMAN CONNECTION REMAINS ESSENTIAL IN PROMOTING TRUST IN MEDIA.TRANSATLANTIC PERISCOPE U.S. BRIEFING WEBINAR (MARCH 20, 2025): THE BERTELSMANN FOUNDATION HOSTED A TRANSATLANTIC PERISCOPE PARTNER BRIEFING TO FOCUS ON THE IMPACT OF THE SECOND TRUMP ADMINISTRATION ON DOMESTIC AND FOREIGN POLICY AT THE TWO-MONTH MARK OF HIS TERM. THE SESSION BEGAN WITH AN OVERVIEW FROM BFNA'S COURTNEY FLYNN MARTINO ON THE DOMESTIC AND INTERNATIONAL CHALLENGES POSED BY TRUMP'S EARLY POLICY CHOICES AND WAS FOLLOWED BY TONY SILBERFELD'S PRESENTATION OF THE POSITIVE DEVELOPMENTS THAT HAVE EMERGED AS A RESULT OF US GOVERNMENT ACTION. AT THE CONCLUSION OF THE FORMAL REMARKS, THE GROUP OF TWENTY PERISCOPE PARTICIPANTS ENGAGED IN A LIVELY Q&A TOUCHING ON A RANGE OF TOPICS INCLUDING UKRAINE, CONGRESSIONAL FUNDING, RULE OF LAW AND THE FUTURE OF U.S. SECURITY POLICY IN EUROPE.CAREER DEVELOPMENT OPPORTUNITIES WITH CLAYTON STATE UNIVERSITY, VIRTUAL DISCUSSION (APRIL 23, 2025): COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, AND ZACHARY STOOR, PROJECT COORDINATOR, MET VIRTUALLY WITH STUDENTS AT CLAYTON STATE UNIVERSITY TO DISCUSS THE WORK OF THE BERTELSMANN FOUNDATION AND HOW TO NAVIGATE CAREER DEVELOPMENT OPPORTUNITIES. COURTNEY AND ZAC PRESENTED ON VARIOUS BERTELSMANN FOUNDATION PROJECTS, INCLUDING THE TRANSATLANTIC PERISCOPE, U.S. ELECTIONS WORK, AND SUMMER ENRICHMENT SERIES, AND DISCUSSED THEIR CAREER PATHS AS IT PERTAINS TO WORKING IN AN INTERNATIONAL AFFAIRS THINK TANK. FOLLOWING THE PRESENTATION, STUDENTS HAD THE OPPORTUNITY TO ASK QUESTIONS. THERE WAS STRONG INTEREST IN THE BERTELSMANN FOUNDATION'S MISSION AS A NON-PARTISAN THINK TANK WORKING TO PROVIDE CREDIBLE INFORMATION IN FORMATS THAT RESONATE WITH THE YOUNGER GENERATION, AND TIME WAS SPENT DISCUSSING BFNA'S PODCASTS AND ANIMATIONS. STUDENTS ALSO ASKED ABOUT WAYS TO INFORM THEMSELVES A |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & EQUIPMENT | $500,530 | $500,530 | $0 | |
| HARDWARE & SOFTWARE | $396,070 | $384,957 | $11,113 | $11,113 |
| WEBSITE | $417,338 | $395,165 | $22,173 | $22,173 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING AND ADVERTISING | $304,493 | $0 | $0 | $304,493 |
| PROGRAM EVENT EXPENSES | $113,713 | $0 | $0 | $113,713 |
| MISC. OPERATING EXPENSES | $85,056 | $0 | $0 | $85,056 |
| OFFICE EXPENSES | $49,529 | $0 | $0 | $49,529 |
| REPAIRS AND MAINTENANCE | $39,693 | $0 | $0 | $39,693 |
| INSURANCE | $27,259 | $0 | $0 | $27,259 |
| TELECOMMUNICATIONS | $25,018 | $0 | $0 | $25,018 |
| EQUIPMENT AND SUPPLIES | $21,464 | $0 | $0 | $21,464 |
| MEDIA (SUBSCRIPTION) | $17,407 | $0 | $0 | $17,407 |
| PRINTING AND PUBLICATIONS | $14,677 | $0 | $0 | $14,677 |
| STAFF DEVELOPMENT | $2,094 | $0 | $0 | $2,094 |
| POSTAGE AND SHIPPING | $1,961 | $0 | $0 | $1,961 |
| BANK CHARGES | $1,492 | $0 | $0 | $1,492 |
| HONORARIA | $1,424 | $0 | $0 | $1,424 |
| TRANSLATIONS | $314 | $0 | $0 | $314 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOMESTIC OUTREACH | Desc |
| Revenue And Expenses Per Books | $85,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $85,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $235,643 | $0 | $0 | $235,643 |
| CONSULTANTS | $48,500 | $0 | $0 | $48,500 |
| COMPUTER NETWORKING & TELECOMM | $39,265 | $0 | $0 | $39,265 |
| COMPUTER SUPPORT & MAINTENANCE | $37,665 | $0 | $0 | $37,665 |
| WEB SUPPORT | $31,107 | $0 | $0 | $31,107 |
| STAFF CONSULTING & PLACEMENT | $28,250 | $0 | $0 | $28,250 |
| PAYROLL PROCESSING | $3,170 | $0 | $0 | $3,170 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - REAL ESTATE | CategoryTxt |
| Amt | $85,153 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $85,153 | DisbursementsCharitablePrpsAmt |
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