Civic Intelligence

Bertelsmann Foundation North America Inc.

990PF • Fiscal year 2023 • EIN 71-1048702

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile

View Organization Page

1108 16th Street NWWashington, DC 20036

(202) 384-1980

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.06x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$402,652

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

61st percentile

6.6%

Faster asset growth than 61% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-7.2%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,265,782

Up $139,493 (+6.6%) from 2022

Net Assets

Up

$2,120,012

Up $134,803 (+6.8%) from 2022

Liabilities

Up

$145,770

Up $4,690 (+3.3%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin52nd percentile

Revenue

Down

$3,259,837

Down $251,829 (-7.2%) from 2022

Expenses

Down

$3,125,034

Down $142,730 (-4.4%) from 2022

Net Income

Down

$134,803

Down $109,099 (-45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,274,169Liabilities 2011: $142,300Net Assets 2011: $1,131,8692011Assets 2012: $1,277,646Liabilities 2012: $147,230Net Assets 2012: $1,130,4162012Assets 2013: $1,277,472Liabilities 2013: $335,300Net Assets 2013: $942,1722013Assets 2014: $1,227,654Liabilities 2014: $74,435Net Assets 2014: $1,153,2192014Assets 2015: $1,190,424Liabilities 2015: $152,749Net Assets 2015: $1,037,6752015Assets 2016: $1,341,243Liabilities 2016: $166,397Net Assets 2016: $1,174,8562016Assets 2017: $1,293,912Liabilities 2017: $134,513Net Assets 2017: $1,159,3992017Assets 2018: $1,676,973Liabilities 2018: $212,243Net Assets 2018: $1,464,7302018Assets 2019: $2,117,793Liabilities 2019: $227,649Net Assets 2019: $1,890,1442019Assets 2020: $1,933,711Liabilities 2020: $139,472Net Assets 2020: $1,794,2392020Assets 2021: $1,874,709Liabilities 2021: $133,402Net Assets 2021: $1,741,3072021Assets 2022: $2,126,289Liabilities 2022: $141,080Net Assets 2022: $1,985,2092022Assets 2023: $2,265,782Liabilities 2023: $145,770Net Assets 2023: $2,120,0122023Assets 2024: $2,532,748Liabilities 2024: $138,168Net Assets 2024: $2,394,5802024

Highlighted filing

2023

Assets$2,265,782
Liabilities$145,770
Net Assets$2,120,012
Open 2023 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,235,3122011Expenses 2012: $3,447,3152012Revenue 2013: $2,826,169Expenses 2013: $3,167,165Net Income 2013: -$340,9962013Revenue 2014: $3,091,851Expenses 2014: $2,880,804Net Income 2014: $211,0472014Revenue 2015: $2,987,304Expenses 2015: $3,102,848Net Income 2015: -$115,5442015Revenue 2016: $3,009,926Expenses 2016: $2,872,745Net Income 2016: $137,1812016Revenue 2017: $3,169,698Expenses 2017: $3,185,155Net Income 2017: -$15,4572017Revenue 2018: $4,197,177Expenses 2018: $3,891,846Net Income 2018: $305,3312018Revenue 2019: $4,443,246Expenses 2019: $4,017,832Net Income 2019: $425,4142019Revenue 2020: $2,718,728Expenses 2020: $2,814,633Net Income 2020: -$95,9052020Revenue 2021: $2,592,282Expenses 2021: $2,645,214Net Income 2021: -$52,9322021Revenue 2022: $3,511,666Expenses 2022: $3,267,764Net Income 2022: $243,9022022Revenue 2023: $3,259,837Expenses 2023: $3,125,034Net Income 2023: $134,8032023Revenue 2024: $3,573,011Expenses 2024: $3,298,443Net Income 2024: $274,5682024

Highlighted filing

2023

Revenue$3,259,837
Expenses$3,125,034
Net Income$134,803
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOZEFINA IRENE BRAAMDirector & First VPFT$349,120$53,532$402,652
LIZ MOHNPresident & Director-$0--
MARKUS DOHLEDirector-$0--
RALPH HECKDirector-$0--
STEPHEN SZABODirector-$0--
WILFRIED UHRDirector & Secretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bertelsmann Foundation (na) Inc
EIN
71-1048702
Phone
2023841980
Address
1108 16TH STREET NW, WASHINGTON, DC 20036

Signing Officer

Name
Jozefina Irene Braam
Title
Executive Director
Phone
2023841980
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
2001 MARKET STREET SUITE 700, PHILADELPHIA, PA 19103
Preparer
Alycia Solecki
Phone
2155614200
Raw XML AppendixShowing 400 of 615 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt031452
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & AUDITING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt031452
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE DISTRICT OF COLUMBIA DESIGNATED TAXING AUTHORITY DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH ITS AGENCY.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART I, LINE 19
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DEPRECIATION EXPENSE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1DIRECT CHARITABLE ACTIVITY
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2DIRECT CHARITABLE ACTIVITY (CONTINUED)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3DIRECT CHARITABLE ACTIVITY (CONTINUED)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt4DIRECT CHARITABLE ACTIVITY (CONTINUED)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $42,421COMPUTER SOFTWARE $29,520LEASEHOLD IMPROVEMENTS $34,759 ---------DEPRECIATION EXPENSE $106,700 ========
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1BERTELSMANN FOUNDATION PROJECT SUMMARIES & EVENTS (2023)ADMINISTRATION (CC 100)HOW TO FIX DEMOCRACYSINCE ITS ORIGINS, DEMOCRACY HAS BEEN A WORK IN PROGRESS, AND TODAY, MANY QUESTION ITS RESILIENCE. IN RESPONSE, THE BERTELSMANN FOUNDATION TEAMED UP WITH HUMANITY IN ACTION TO LAUNCH A VIDEO AND PODCAST SERIES THAT EXPLORED SOLUTIONS TO THE CHALLENGES DEMOCRACY FACES AROUND THE WORLD. HOST ANDREW KEEN INTERVIEWED PROMINENT ECONOMISTS, POLITICIANS, AUTHORS, ACADEMICS, AND LEADERS AS THE SERIES SOUGHT THE ANSWERS TO HOW TO FIX DEMOCRACY. IN 2023, SEASON FIVE INCLUDED PODCASTS AND VIDEO EPISODES COVERING 100 YEARS OF AMERICAN DEMOCRACY BETWEEN 1924 AND 2024. THE SEASON UNCOVERED THE COMPLEXITIES OF U.S. HISTORY AND ASKED DISTINGUISHED GUESTS WHY IT REMAINS THE MOST ICONIC AND YET MISUNDERSTOOD DEMOCRATIC SYSTEM IN THE WORLD. THE SEASON FEATURED INTERVIEWS WITH ADAM HOCHSCHILD, ROBERT KAGAN, ALIDA BLACK, PAUL SPARROW, AND OTHERS.LEADERSHIP IN ACTIONTHE BERTELSMANN FOUNDATION PARTNERED WITH THE ASPEN MINISTERS FORUM TO CREATE THE THIRD SEASON OF OUR JOINT ANIMATED VIDEO SERIES CALLED LEADERSHIP IN ACTION, WHICH LEVERAGES THE EXPERIENCE OF FORMER GOVERNMENT OFFICIALS DURING TIMES OF CRISIS. SEASON THREE INCLUDED TZIPI LIVNI DISCUSSING THE ISRAELI-PALESTINIAN PEACE NEGOTIATIONS, UGANDAN OPPOSITION LEADER BOBI WINE ON THE FUTURE OF DEMOCRACY IN HIS COUNTRY, AND JAN ELIASSON RECOUNTING INCIDENTS OF RESOLVING CONFLICTS AROUND THE GLOBE. EACH EPISODE IS ACCOMPANIED BY AN EDUCATION GUIDE DESIGNED FOR STUDENTS AND TEACHERS FROM THE SECONDARY SCHOOL LEVEL THROUGH HIGHER EDUCATION TO ENGAGE WITH AND BENEFIT FROM THIS CONTENT.THIS PROJECT ALSO ACCOMPANIED THE BERTELSMANN FOUNDATION'S PARTICIPATION IN THE ANNUAL ASPEN MINISTERS FORUM MEETING. IN 2023, THIS MEETING TOOK PLACE IN COPENHAGEN AND GATHERED 25 FOREIGN MINISTERS REPRESENTING EVERY CONTINENT ON EARTH TO DISCUSS THE HOT SPORT IN GLOBAL AFFAIRS FOR THE YEAR AHEAD. NEUE STIMMENTHE BERTELSMANN FOUNDATION AND THE GERMAN EMBASSY HOSTED THEIR ANNUAL NEUE STIMMEN CONCERT AND DINNER EVENT. THIS GATHERING BROUGHT TOGETHER KEY FIGURES FROM GERMAN-AMERICAN CULTURAL, POLITICAL AND BUSINESS NETWORKS FOR AN EVENING OF MUSIC AND CONVERSATION. THE CENTERPIECE OF THIS EVENT FEATURED FOUR OPERA SINGERS FROM THE NEUE STIMMEN INTERNATIONAL COMPETITION.NEUE STIMMEN CONCERT & DINNER, GERMAN AMBASSADOR'S RESIDENCE, WASHINGTON, DC (DECEMBER 4, 2023): THE BERTELSMANN FOUNDATION AND THE GERMAN EMBASSY HOSTED THEIR ANNUAL NEUE STIMMEN CONCERT AND DINNER EVENT ON DECEMBER 4. THE GATHERING BROUGHT TOGETHER KEY FIGURES FROM THE GERMAN-AMERICAN CULTURAL, POLITICAL, AND BUSINESS NETWORK FOR AN EVENING OF MUSIC AND CONVERSATION. THE CENTERPIECE OF THIS EVENT FEATURED OPERA SINGERS FROM THE NEUE STIMMEN INTERNATIONAL COMPETITION.VIDEOS/NO COLLAR ECONOMYIN 2023, THE BERTELSMANN FOUNDATION CONTINUED ITS WORK IN THE DOCUMENTARY FILM, ANIMATION, AND WRITTEN CONTENT SPHERE WITH A SPECIFIC FOCUS ON ECONOMIC, POLITICAL, SOCIAL AND DIGITAL ISSUES. SPECIFICALLY, THE BERTELSMANN FOUNDATION PRODUCED THE DOCUMENTARY FILM TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, A FILM THAT FOCUSES ON THE IMPACT OF CHINESE INVESTMENT IN SERBIA AND MONTENEGRO. AFTER COMPLETING THE FILM, THE BERTELSMANN FOUNDATION ORGANIZED A SERIES OF SCREENING EVENTS AT UNIVERSITIES AND ORGANIZATIONS IN THE U.S. AND EUROPE, INCLUDING A SERIES OF SCREENINGS HOSTED BY THE U.S. DEPARTMENT OF STATE AT THE FOREIGN SERVICE INSTITUTE. ADDITIONALLY, AS PART OF THE NO COLLAR ECONOMY PROJECT, THE BERTELSMANN FOUNDATION COMPOSED THE LONG FORM STUDY HOTSPOTS: THE INTERNET AND COLLECTIVE ACTION IN AUTHORITARIAN SETTINGS. THIS STUDY INVESTIGATED HOW ACCESS TO DIGITAL TOOLS HAS IMPACTED CIVIL SOCIETY IN COUNTRIES UNDER AUTHORITARIAN CONTROL. PRIOR TO RELEASING THE PAPER, BFNA HOSTED A ROUNDTABLE EXPERT DISCUSSION TO PRESENT THE FINDINGS. ADDITIONAL PROJECT WORK INCLUDED A NEW SEASON OF TALKING TRANSATLANTIC AFFAIRS, IN WHICH BFNA INTERVIEWED A SERIES OF YOUNG EUROPEAN LEADERS O
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2BFNA DIGITAL PLATFORMS PRESENTATION, EUROPEAN STUDENT CONFERENCE, YALE UNIVERSITY, NEW HAVEN, CT (APRIL 15-16, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, REPRESENTED THE BERTELSMANN FOUNDATION AT THE 2023 EUROPEAN STUDENT CONFERENCE, ORGANIZED BY THE EUROPEAN HORIZONS TRANSATLANTIC STUDENT ORGANIZATION. THE CONFERENCE WAS ATTENDED BY 80 UNDERGRADUATE AND GRADUATE STUDENTS FROM THE UNITED STATES AND EUROPE, AND WAS HELD AT YALE UNIVERSITY IN NEW HAVEN, CT. ON APRIL 16, THE BERTELSMANN FOUNDATION PARTICIPATED IN A PARTNER LUNCH, WHERE STAFF PRESENTED AN OVERVIEW OF THE FOUNDATION'S MISSION AND PROJECTS, HIGHLIGHTING THE TRANSATLANTIC BAROMETER, RANGE, AND THE TRANSATLANTIC PERISCOPE. DEMONSTRATIONS OF THE THREE DIGITAL PLATFORMS FOCUSED ON THEIR USEFULNESS AS STUDENT RESEARCH TOOLS AND PLATFORMS OF ENGAGEMENT. THROUGHOUT THE CONFERENCE, BFNA STAFF HAD THE OPPORTUNITY TO ATTEND SESSIONS TO NETWORK WITH STUDENTS AND OTHER PARTNER ORGANIZATIONS.UNITED STATES, AUSTRIA AND THE FUTURE OF THE TRANSATLANTIC ECONOMY, EMBASSY OF AUSTRIA, WASHINGTON, DC (APRIL 17, 2023): THE BERTELSMANN FOUNDATION AND THE EMBASSY OF AUSTRIA CO-HOSTED A BREAKFAST ROUNDTABLE EXPLORING THE CURRENT STATE OF THE TRANSATLANTIC ECONOMY, AND ITS PROSPECTS FOR THE FUTURE. THE EVENT KICKED OFF WITH WELCOME REMARKS FROM THE NEW AUSTRIAN AMBASSADOR TO THE UNITED STATES, PETRA SCHNEEBAUER, FOLLOWED BY A PANEL DISCUSSION AMONG THE BERTELSMANN FOUNDATION'S EXECUTIVE DIRECTOR IRENE BRAAM, JOHNS HOPKINS UNIVERSITY PROFESSOR DAN HAMILTON AND THE AUSTRIAN MARSHALL PLAN FOUNDATION PRESIDENT WOLFGANG PETRITSCH. PROFESSOR HAMILTON SET THE SCENE FOR THE CONVERSATION BY PROVIDING A BRIEFING FROM HIS ANNUAL REPORT ON THE TRANSATLANTIC ECONOMY. THIS LED THE ROUNDTABLE INTO A DISCUSSION, MODERATED BY THE ATLANTIC COUNCIL'S FRAN BURWELL, ON A RANGE OF TOPICS INCLUDING TRADE BETWEEN THE EU AND ITS PARTNERS AROUND THE GLOBE, PRIVACY REGIMES IN THE U.S. AND EUROPE, AND THE FUTURE OF REGULATING ARTIFICIAL INTELLIGENCE. THE ROUNDTABLE WAS ATTENDED BY DIPLOMATS, CONGRESSIONAL STAFFERS, ADMINISTRATION OFFICIALS AND THINK TANK REPRESENTATIVES.BFNA DIGITAL PLATFORMS PRESENTATION, UNIVERSITY OF CALIFORNIA, BERKELEY, BERKELEY, CA (APRIL 19, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, SARA LEMING, RESEARCH ANALYST, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED THE BERTELSMANN FOUNDATION'S DIGITAL PLATFORMS TO 20 UNDERGRADUATE STUDENTS AT THE UNIVERSITY CALIFORNIA, BERKELEY'S INSTITUTE OF EUROPEAN STUDIES. THE PRESENTATION BEGAN WITH AN OVERVIEW OF THE BERTELSMANN FOUNDATION'S WORK, HIGHLIGHTING MULTIMEDIA PROJECTS INCLUDING LEADERSHIP IN ACTION, HOW TO FIX DEMOCRACY, AND BFNA DOCS. STUDENTS SHOWED GREAT INTEREST IN THE FOUNDATION'S MISSION AND PROJECTS, PARTICULARLY HOW THE BERTELSMANN FOUNDATION OPERATES AS A "NON-TRADITIONAL" THINK TANK IN WASHINGTON, D.C. THE PRESENTATION CLOSED WITH AN OVERVIEW OF THE TRANSATLANTIC BAROMETER, TRANSATLANTIC PERISCOPE, AND RANGE, SHOWCASING THEIR USEFULNESS AS STUDENT RESEARCH TOOLS AND PLATFORMS OF ENGAGEMENT. SEVERAL STUDENTS SCHEDULED CONVERSATIONS TO LEARN MORE ABOUT INDIVIDUAL PROJECTS AND STUDENT OPPORTUNITIES, SUCH AS INTERNSHIPS AND THE SUMMER ENRICHMENT SERIES. BFNA DIGITAL PLATFORMS PRESENTATION, CONSULATE GENERAL OF IRELAND, SAN FRANCISCO, CA (APRIL 19, 2023): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, SARA LEMING, RESEARCH ANALYST, AND DANIELA ROJAS MEDINA, RESEARCH ANALYST, PRESENTED THE BERTELSMANN FOUNDATION'S DIGITAL PLATFORMS TO STAFF AT THE CONSULATE GENERAL OF IRELAND IN SAN FRANCISCO, CA, INCLUDING CONSUL GENERAL MICHEL SMITH, VICE CONSUL JENNIFER CHADWICK, AND EVENTS AND COMMUNICATIONS OFFICER NIC O'LOUGHLIN. THE PRESENTATION FOCUSED ON THE USEFULNESS OF THE TRANSATLANTIC BAROMETER, RANGE, AND TRANSATLANTIC PERISCOPE FOR THE DIPLOMATIC COMMUNITY AS A MEANS TO OBTAIN RELIABLE, CREDIBLE INFORMATION ON TRANS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3U.S. GERMAN EMBASSY TOWNHALLS, MILWAUKEE, WI (JUNE 12-13, 2023): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO MILWAUKEE AND MADISON, WISCONSIN WITH MR. AXEL DITTMANN, DEPUTY AMBASSADOR OF GERMANY TO THE UNITED STATES. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. DITTMANN'S UNDERSTANDING OF THE STATE OF DEMOCRACY IN WISCONSIN AND THE ECONOMIC PARTNERSHIP BETWEEN THE MIDWESTERN STATE AND GERMANY. TOGETHER THE GROUP VISITED A VARIETY OF NGOS SUCH AS THE WISCONSIN DEMOCRACY CAMPAIGN, LEAGUE OF WOMEN VOTERS, AND SOULS TO THE POLLS. THE GROUP ALSO MET WITH ELECTED OFFICIALS SUCH AS REPUBLICAN AND DEMOCRAT STATE SENATORS AND MR. CAVALIER JOHNSON, MAYOR OF MILWAUKEE. OVERALL THE TRIP PROVIDED A WELL-ROUNDED PERSPECTIVE ON THE UPCOMING 2024 PRESIDENTIAL ELECTION AND THE CURRENT POLITICAL POLARIZATION WITHIN THE STATE. HARIBO ALSO HOSTED THE GROUP FOR A PRIVATE TOUR OF ITS NEWEST FACILITY IN PLEASANT PRAIRIE. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND MAINTAIN EXISTING ONES IN WISCONSIN. U.S. GERMAN EMBASSY TOWNHALLS, OKLAHOMA CITY, OK (SEPTEMBER 25-26, 2023): BFNA'S IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO OKLAHOMA CITY WITH MR. MARKUS TEGLAS, POLITICAL AFFAIRS COUNSELOR AT THE GERMAN EMBASSY IN WASHINGTON DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. TEGLAS' UNDERSTANDING OF THE STATE OF DEMOCRACY IN OKLAHOMA. THE TOWN HALL KICKED OFF WITH A VISIT TO CHICKASAW NATION IN ADA, OKLAHOMA. THE GROUP MET WITH TRIBE LEADERSHIP AND DISCUSSED THE HISTORY OF THE CHICKASAW PEOPLE AND THEIR CURRENT ECONOMIC INVOLVEMENT IN THE STATE OF OKLAHOMA. NEXT THE GROUP PARTICIPATED IN AN EVENT "A TALK WITH MARKUS TEGLAS" WHICH WAS ATTENDED BY 35 PEOPLE AT THE UNIVERSITY OF OKLAHOMA IN NORMON. THE FOLLOWING DAY THE GROUP MET WITH A VARIETY OF NGOS SUCH AS ROCK THE NATIVE VOTE, LETS FIX THIS, UNITED OKLAHOMA, FREEDOM CENTER, AND THE YMCA YOUTH IN GOVERNMENT PROGRAM. THE GROUP ALSO MET WITH ELECTED OFFICIALS SUCH AS REPUBLICAN AND DEMOCRAT STATE LEADERS AND MR. DAVID HOLT, MAYOR OF OKLAHOMA CITY. OVERALL, THE TRIP PROVIDED A WELL-ROUNDED PERSPECTIVE ON THE STATE OF POLITICAL AND ECONOMIC AFFAIRS IN OKLAHOMA AND ITS CAPITAL CITY. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND MAINTAIN EXISTING ONES IN OKLAHOMA. U.S. GERMAN EMBASSY TOWNHALLS, MONTANA (NOVEMBER 1-3, 2023): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO THE CITIES OF BOZEMAN, HELENA, AND MISSOULA, MONTANA WITH MR. RAINER BREUL, HEAD OF THE POLITICAL AFFAIRS SECTION AT THE GERMAN EMBASSY IN WASHINGTON DC. THE TRIP INTENDED TO ENHANCE MR. BREUL'S UNDERSTANDING OF THE STATE OF POLITICAL AFFAIRS IN MONTANA. THE TOWN HALL KICKED OFF WITH A VISIT TO THE GRASSROOT GROUPS, FORWARD MONTANA AND THE LEAGUE OF WOMEN VOTERS, TO DISCUSS VOTING RIGHTS IN THE STATE. THE GROUP THEN MET WITH DEMOCRATIC AND REPUBLICAN LEADERSHIP IN THE BOZEMAN AREA. NEXT THE GROUP PARTICIPATED IN A VARIETY OF MEETINGS IN HELENA INCLUDING MEETINGS WITH POLITICAL AND ENVIRONMENTAL EXPERTS AND THE MAYOR OF HELENA, MR. WILMONT COLLINS. THE FOLLOWING DAY THE GROUP ARRIVED IN MISSOULA AND MET WITH ADDITIONAL STATE REPRESENTATIVES FROM BOTH SIDES OF THE AISLE, THE MONTANA WORLD AFFAIRS COUNCIL AND THE CITY COUNCIL PRESIDENT, MS. GWEN JONES. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT THE ONGOING CHALLENGES IN MONTANA. U.S. GERMAN EMBASSY TOWNHALLS, DEEP SOUTH (NOVEMBER 12-16, 2023): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO ALABAMA, MISSISSIPPI, AND ARKANSAS WITH MR. AXEL DITTMANN, DEPUTY CHIEF OF MISSION AT THE GERMAN EMBASSY IN WASHINGTON DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. DITTMANN'S UNDERSTANDING OF THE STATE OF ECONOMIC AND POLITICAL AFFAIRS IN THE DEEP SOUTH REGION OF THE UNITED STATES. THE TOWN HALL KICKED OFF IN MONTGOMERY, ALABAMA WHERE THE GROUP VISITED WITH GOVERNOR KAY IVEY, DEMOCRATIC MINORITY LEADER ANTHONY DANIELS, AND THE SOUTHERN LAW AN
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4GERMAN AMERICAN CONFERENCE, HARVARD UNIVERSITY, CAMBRIDGE, MA (OCTOBER 27-29, 2023): THE BERTELSMANN FOUNDATION PARTICIPATED IN THE GERMAN AMERICAN CONFERENCE AT HARVARD UNIVERSITY, ORGANIZED BY STUDENTS AT THE HARVARD KENNEDY SCHOOL AND ATTENDED BY STUDENTS, POLICYMAKERS, MEDIA, AND PRACTITIONERS FROM ACROSS GERMANY AND THE U.S. BFNA'S FORECASTING PROJECT, RANGE, WAS A NOTABLE ADDITION TO THIS YEAR'S CONFERENCE. PRIOR TO THE EVENT, STUDENTS HAD THE OPPORTUNITY TO ENGAGE IN A SPECIALIZED FORECASTING ACTIVITY TAILORED TO THE CONFERENCE. THROUGHOUT THE EVENT, LIVE FORECASTING EXERCISES WERE INTEGRATED INTO PANELS THAT FOCUSED ON THEMATIC AREAS SUCH AS GEOPOLITICS, DEMOCRACY, AND TECHNOLOGY.TRANSATLANTIC PERISCOPETHE 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 2023, THE PERISCOPE ADDED NINE NEW PARTNER COUNTRIES INCLUDING THE FOREIGN POLICY CENTER (UK), LUSO-AMERICAN FOUNDATION (PORTUGAL), CLINGENDAEL INSTITUTE (THE NETHERLANDS), AUSTRIAN MARSHALL PLAN FOUNDATION (AUSTRIA), FINNISH INSTITUTE FOR INTERNATIONAL AFFAIRS (FINLAND), CENTER FOR ECONOMIC ANALYSIS (CROATIA), EGMONT INSTITUTE (BELGIUM), ISPI (ITALY), AND CENTER FOR DEFENSE STUDIES (ESTONIA). THE MONTHLY ACTIVE USER BASE FOR THE PLATFORM GREW TO 3,000 WITH A TEN PERCENT GROWTH IN USERS PER QUARTER IN 2023.TRANSATLANTIC PERISCOPE SUMMIT, MADRID, SPAIN (OCTOBER 5, 2023): THE BERTELSMANN FOUNDATION HOSTED THE INAUGURAL TRANSATLANTIC PERISCOPE SUMMIT AT THE ELCANO ROYAL INSTITUTE IN MADRID, SPAIN. PERISCOPE INSTITUTIONAL PARTNERS ATTENDED FROM 14 COUNTRIES ACROSS EUROPE (UK, GERMANY, SPAIN, PORTUGAL, ESTONIA, FINLAND, AUSTRIA, POLAND, GREECE, CROATIA, THE NETHERLANDS, BELGIUM, IRELAND, AND ITALY) TO PROVIDE BILATERAL RELATIONSHIP BRIEFINGS, BRAINSTORM IMPROVEMENTS TO THE PLATFORM, AND ESTABLISH A CONCRETE ACTION PLAN FOR COLLABORATION ONLINE AND OFFLINE. THE GATHERING WAS KICKED OFF BY ELCANO DIRECTOR CHARLES POWELL AND THE BERTELSMANN FOUNDATION'S IRENE BRAAM. SESSIONS WERE ORCHESTRATED BY BFNA'S TONY SILBERFELD AND SARA LEMING.FUTURE OF TRANSATLANTIC RELATIONS PANEL EVENT, IE UNIVERSITY, MADRID, SPAIN (OCTOBER 6, 2023): THE BERTELSMANN FOUNDATION AND INSTITUTO EMPRESA (IE) UNIVERSITY CO-HOSTED A PANEL DISCUSSION EVENT TITLED "THE TRANSATLANTIC PERISCOPE: A CONVERSATION ON THE FUTURE OF TRANSATLANTIC RELATIONS". THE EVENT ON IE'S CAMPUS IN MADRID BEGAN WITH INTRODUCTORY REMARKS BY ILKE TOYGUR, DIRECTOR OF THE CENTER FOR INNOVATION IN GLOBAL POLITICS AND ECONOMICS, AT IE. THE WELCOME WAS FOLLOWED BY AN INTRODUCTION TO THE PERISCOPE PLATFORM AND A LIVELY PANEL DISCUSSION FEATURING ELCANO ROYAL INSTITUTE'S CARLOTA GARCIA ENCINA, THE CENTER FOR INTERNATIONAL RELATIONS' MALGORZATA BONIKOWSKA, AND UNIVERSITY COLLEGE DUBLIN'S SCOTT LUCAS (BFNA'S PERISCOPE PARTNERS FROM SPAIN, POLAND AND IRELAND, RESPECTIVELY). THE DISCUSSION, MODERATED BY BFNA'S TONY SILBERFELD, COVERED A RANGE OF TOPICS INCLUDING THE US ELECTIONS, UKRAINE, ARTIFICIAL INTELLIGENCE, CRITICAL MINERALS, AND CHINA. FOLLOWING THE CONVERSATION, THE PANEL ENGAGED IN A Q&A SESSION WITH THE AUDIENCE COMPRISED OF STUDENTS, FACULTY, AND DIPLOMATS.CROATIA PERISCOPE WEBINAR ON THE FUTURE OF U.S.-CROATIA RELATIONS (OCTOBER 13, 2023): THE ZAGREB-BASED CENTRE FOR ECONOMIC POLICY ANALYSIS (CEA) AND THE BERTELSMANN FOUNDATION CO-HOSTED A WEBINAR THAT SERVED AS A LAUNCH FOR THE CROATIA MODULE OF THE TRANSATLANTIC PERISCOPE AND AN IN-DEPTH DISCUSSION ON THE FATE OF U.S.-CROATIA RELATIONS. THE EVENT KICKED OFF WITH A PRESENTATION AND TOUR OF THE PERISCOPE BY BFNA'S TONY SILBERFELD. FOLLOWING THE INTRODUCTION OF THE PERISCOPE, IGOR SLOSAR OF CEA MODERATED A PANEL CONVERSATION THAT INCLUDED VEDRAN BROZOVIC, AMAZON, GORAN VOJKOVIC, UNIVERSITY OF ZAGREB, DOMAGOJ JURICIC OF THE POLITICAL CONSULTIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt053808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt134544
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt225482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt313821
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt414180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0FAITH GRAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ANTHONY SILBERFELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2SAMUEL PUTTER-GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3COURTNEY FLYNN MARTINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4MEGAN LONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1TRANSATLANTIC REL DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2GLOBAL/DIGITAL ADVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3SR MANAGER, TRANSATL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROJECT COORDINATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt41108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd020036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd120036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd220036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd320036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd420036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SQUIRRO AMERICAS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1CULTIVATE LABS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2STICHTING ARE WE EUROPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3ANDREW KEEN PRODUCTIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4THEOHARIS MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0262960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt186719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt268578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt363023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt462520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0VEEMKADE 518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0NL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0HE AMSTERDAM 1018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0WEB DEVELOPMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1WEB DEVELOPMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2RESEARCH & DEVELOPMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3VIDEO FILMING & PRODUCTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4BLDG OPER. EXP. & CONDO INSURANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0902 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1747 N LASALLE UNIT 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21937 CARLETON STREET UNIT C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt35724 GENERAL WASHINGTON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BERKELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3ALEXANDRIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160654
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd322312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1349120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt153532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LIZ MOHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOZEFINA IRENE BRAAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARKUS DOHLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RALPH HECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STEPHEN SZABO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILFRIED UHR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR & FIRST VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR & SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51108 16TH STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd420036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd520036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt04
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03013663
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03013663
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt023729
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt017954
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt05775
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt020170
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt015261
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt04909
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt03013663
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt011311550
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt03115400
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt02459692
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt02722795
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt03013663
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt011311550
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt03115400
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt02459692
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt02722795
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt073226
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0271069
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt070741
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt061861
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt065241
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FAITH GRAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01108 16TH STREET NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02023841980
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BFNA.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ADMINISTRATION - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2023) FOR FURTHER INFORMATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2023) FOR FURTHER INFORMATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0BFNA GENERAL EVENTS - SEE BERTELSMANN FOUNDATION PROJECT SUMMARIES (2023) FOR FURTHER INFORMATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01759936
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01194742
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0173087
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GMF CITIES PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT HARVARD'S 2023 EUROPEAN CONFERENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2REHEARSAL FACILITIES FOR NEUE STIMEN CONCERT WITH GERMAN AMBASSADORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GERMAN MARSHALL FUND OF THE US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST ALBAN'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,265,782
Liabilities
$145,770
Net assets
$2,120,012
Revenue
$3,259,837
Expenses
$3,125,034
Net income
$134,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.14$2.39$3.57$3.30$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.15$2.12$3.26$3.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.14$1.99$3.51$3.27$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.13$1.74$2.59$2.65$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.14$1.79$2.72$2.81$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.23$1.89$4.44$4.02$0.43
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.21$1.46$4.20$3.89$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.13$1.16$3.17$3.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.17$1.17$3.01$2.87$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.15$1.04$2.99$3.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.07$1.15$3.09$2.88$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.34$0.94$2.83$3.17$0.34
2012Detailed filing. Detailed filing data is available for this year.$1.28$0.15$1.13$3.45
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.14$1.13$3.24