Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BERTELSMANN FOUNDATION (NA) INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1108 16TH STREET NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

71-1048702
B Telephone number (see instructions)

(202) 384-1980
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,532,748J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,545,011
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,000 0 28,000
12 Total. Add lines 1 through 11........ 3,573,011 0 28,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 404,853 0 0 404,853
14 Other employee salaries and wages...... 968,451 0 0 966,441
15 Pension plans, employee benefits....... 190,944 0 0 198,782
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,962 0 0 30,962
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
384,115 0 0 384,115
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
82,973 0 0 82,973
19 Depreciation (attach schedule) and depletion... 70,122 0 0
20 Occupancy.............. 10,592 0 272 10,320
21 Travel, conferences, and meetings....... 317,192 0 20,653 296,539
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
808,239 0 5,132 804,881
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,268,443 0 26,057 3,179,866
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 3,298,443 0 26,057 3,209,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 274,568
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 1,943
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,026,421 2,362,362 2,362,362
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 133,579 106,031 106,031
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow1,270,899
Less: accumulated depreciation (attach schedule) right arrow1,206,544 105,782 Click to see attachment
List of Attached Documents:
// Content
64,355 		64,355
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,265,782 2,532,748 2,532,748
Liabilities 17 Accounts payable and accrued expenses.......... 145,770 138,168
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 145,770 138,168
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,120,012 2,394,580
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,120,012 2,394,580
30 Total liabilities and net assets/fund balances (see instructions). 2,265,782 2,532,748
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,120,012
2
Enter amount from Part I, line 27a .....................
2
274,568
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,394,580
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,394,580
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BFNA.ORG
14
The books are in care ofright arrowFAITH GRAY Telephone no.right arrow (202) 384-1980

Located atright arrow1108 16TH STREET NWWASHINGTONDC ZIP+4right arrow20036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
Yes
 
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LIZ MOHN PRESIDENT & DIRECTOR
1.00 		0 0 0
1108 16TH STREET NW
WASHINGTON,DC20036
JOZEFINA IRENE BRAAM DIRECTOR & FIRST VP
35.00 		348,616 56,237 0
1108 16TH STREET NW
WASHINGTON,DC20036
MARKUS DOHLE DIRECTOR
1.00 		0 0 0
1108 16TH STREET NW
WASHINGTON,DC20036
RALPH HECK DIRECTOR
1.00 		0 0 0
1108 16TH STREET NW
WASHINGTON,DC20036
STEPHEN SZABO DIRECTOR
1.00 		0 0 0
1108 16TH STREET NW
WASHINGTON,DC20036
WILFRIED UHR DIRECTOR & SECRETARY/TREASURER
1.00 		0 0 0
1108 16TH STREET NW
WASHINGTON,DC20036
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
FAITH GRAY DIRECTOR ADMIN
35.00 		207,357 56,335 0
1108 16TH STREET NW
WASHINGTON,DC20036
ANTHONY SILBERFELD TRANSATLANTIC REL DR
35.00 		202,636 40,877 0
1108 16TH STREET NW
WASHINGTON,DC20036
SAMUEL PUTTER-GEORGE GLOBAL/DIGITAL ADVIS
35.00 		117,928 27,187 0
1108 16TH STREET NW
WASHINGTON,DC20036
MEGAN LONG PROJECT COORDINATOR
35.00 		78,437 15,736 0
1108 16TH STREET NW
WASHINGTON,DC20036
CHLOE-ALEXANDRA LADD MANAGER, TRANSATLANT
35.00 		76,919 16,298 0
1108 16TH STREET NW
WASHINGTON,DC20036
Total number of other employees paid over $50,000...................right arrow 3
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CULTIVATE LABS WEB DEVELOPMENT 149,697
447 HIGHCREST DRIVE
WILMETTE,IL60091
SQUIRRO AMERICAS INC WEB DEVELOPMENT 98,400
902 BROADWAY
NEW YORK,NY10010
GAUGE THEORY CREATIVE CO VIDEO PRODUCTION 79,737
2919 MICHAEL AVENUE
LOS ANGELES,CA90066
CRITERIA COMUNICACIONES VIDEO PRODUCTION 71,700
CALLE 50 Y 64 ESTE SAN FRANCISCO OF
207
PANAMA    
PM
THEOHARIS MANAGEMENT BLDG OPER. EXP. & CONDO INSURANCE 71,589
5724 GENERAL WASHINGTON DRIVE
ALEXANDRIA,VA22312
Total number of others receiving over $50,000 for professional services.............right arrow2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 ADMINISTRATION - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2024) FOR FURTHER INFORMATION. 1,951,149
2 TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2024) FOR FURTHER INFORMATION. 1,254,686
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
2,531,881
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,531,881
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,531,881
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,978
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,493,903
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
124,695
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,209,866
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,209,866
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
1,943 0 0 17,954 19,897
b 85% (0.85) of line 2a ......... 1,652 0 0 15,261 16,912
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		3,209,866 3,013,663 3,115,400 2,459,692 11,798,621
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		30,000 0 0 0 30,000
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		3,179,866 3,013,663 3,115,400 2,459,692 11,768,621
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		83,130 73,226 70,741 61,861 288,958
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

GERMAN MARSHALL FUND OF THE US

1744 R STREET NW
WASHINGTON,DC20009 		NONE PC GMF CITIES PROJECT 10,000

GERMAN AMERICAN PARTNERSHIP PROGRAM

30 IRVING PLACE
NEW YORK,NY10003 		NONE PC SUPPORT THE GERMAN AMERICAN PARTNERSHIP PROGRAM SCHOOL EXCHANGE PROGRAM 10,000

HARVARD UNIVERSITY

1033 MASSACHUSETTS AVE 3RD FL
CAMBRIDGE,MA02138 		NONE PC SUPPORT HARVARD'S 2024 GERMAN-AMERICAN CONFERENCE 10,000
Total .................................right arrow 3a 30,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aDOMESTIC OUTREACH AND CLIMATE TALKS         28,000
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 28,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
28,000
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 N/A
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
BERTELSMANN FOUNDATION (NA) INC
 
Employer identification number

71-1048702
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
BERTELSMANN FOUNDATION (NA) INC
  		Employer identification number
71-1048702
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BERTELSMANN STIFTUNG
 
CARL-BERTELSMANN-STRASSE 256
 
GUETERSLOH, GUETERSLOH33311GM

$ 3,545,011


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BERTELSMANN FOUNDATION (NA) INC
  		Employer identification number

71-1048702
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BERTELSMANN FOUNDATION (NA) INC
  		Employer identification number

71-1048702
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & AUDITING 30,962 0 0 30,962

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Statement:
THE DISTRICT OF COLUMBIA DESIGNATED TAXING AUTHORITY DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH ITS AGENCY.

TY 2024 GeneralExplanationAttachment
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Identifier Return Reference Explanation
DEPRECIATION EXPENSE FORM 990-PF, PART VIII-A DEPRECIATION STATEMENT:FURNITURE AND EQUIPMENT $14,935COMPUTER SOFTWARE $33,287LEASEHOLD IMPROVEMENTS $21,900 ---------DEPRECIATION EXPENSE $70,122 =========
DIRECT CHARITABLE ACTIVITY FORM 990-PF, PART VIII-A BERTELSMANN FOUNDATION PROJECT SUMMARIES & EVENTS (2024)ADMINISTRATION (CC 100, 110, 120)TRANSATLANTIC SEMINAR, GLOBAL EXECUTIVE MBA PROGRAM, ERASMUS UNIVERSITY SCHOOL OF BUSINESS, WASHINGTON, DC (FEBRUARY 28, 2024): THE BERTELSMANN FOUNDATION HOSTED A HALF-DAY SEMINAR FOR THE PARTICIPANTS OF THE GLOBAL EXECUTIVE MBA PROGRAM OF THE ERASMUS UNIVERSITY (ROTTERDAM, THE NETHERLANDS) SCHOOL OF BUSINESS TO DISCUSS THE GEOPOLITICS OF THE EU, US CHINA RELATIONSHIP, THE ECONOMIC, POLITICAL AND ETHICAL NAVIGATION OF GEOPOLITICS, AND THE FUTURE OF THE TRANSATLANTIC RELATIONS. THE HALF-DAY SESSION WAS PART OF THE PROGRAM'S EXPERIENTIAL LEARNING WEEK IN WASHINGTON, DC, AND WAS KICKED-OFF WITH A PRESENTATION OF BFNA'S WORK BY IRENE BRAAM.BERTELSMANN TRANSFORMATION INDEX (BTI) ROUNDTABLE: 2024 TRANSFORMATION INDEX, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 17, 2024): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE PRESENTING THE BERTELSMANN STIFTUNG'S RESEARCH AND TAKEAWAYS FROM THE 2024 TRANSFORMATION INDEX. SENIOR EXPERTS FROM THE BERTELSMANN STIFTUNG SABINE DONNER AND HAUKE HARTMANN PRESENTED THEIR WORK. IRENE BRAAM, EXECUTIVE DIRECTOR, AND CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS, GAVE OPENING REMARKS. GUESTS INVITED WERE PART OF THE BERTELSMANN FOUNDATION FELLOWSHIP NETWORK. THE ROUNDTABLE WAS AN OPPORTUNITY FOR OPEN DISCUSSION ON TRENDS AROUND DEMOCRACY IN THE WORLD. 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 2024, SEASON FIVE, PART TWO INCLUDED PODCASTS AND VIDEO EPISODES COVERING 100 YEARS OF AMERICAN DEMOCRACY BETWEEN 1924 AND 2024. THE SEASON UNCOVERED THE COMPLEXITIES OF US HISTORY AND ASKED DISTINGUISHED GUESTS WHY IT REMAINS THE MOST ICONIC AND YET MISUNDERSTOOD DEMOCRATIC SYSTEM IN THE WORLD. THE SEASON FEATURED INTERVIEWS WITH YUVAL LEVIN, RAY SUAREZ, ELIZABETH SAUNDERS, JEFFREY ROSEN AND OTHERS.HOW TO FIX DEMOCRACY SCREENING, HILLSIDE CLUB, BERKELEY, CA (OCTOBER 15, 2024): BFNA'S DOCUMENTARY FILM, HOW TO FIX DEMOCRACY, WAS SCREENED AT THE BERKELEY HILLSIDE CLUB IN CALIFORNIA. THE SCREENING WAS FOLLOWED BY A PANEL DISCUSSION LED BY ANDREW KEEN, HOST OF THE HOW TO FIX DEMOCRACY PODCAST.DEMOCRACY & CITIZENSHIP ROUNDTABLE DISCUSSION, WASHINGTON, DC (NOVEMBER 13, 2024): BFNA, IN COLLABORATION WITH HISTORIAN DEREK LEEBAERT AND HUMANITY IN ACTION, THE PARTNER OF THE HOW TO FIX DEMOCRACY PODCAST, CO-HOSTED A ROUNDTABLE DISCUSSION EXPLORING DEMOCRACY, SOLIDARITY AND CITIZENSHIP. THE DISCUSSION WAS PRECEDED BY THE SCREENING OF A SHORT DOCUMENTARY FILM ON THE DANISH RESCUE AND WAS MODERATED BY HIA HONORARY PRESIDENT JUDITH GOLDSTEIN.LEADERSHIP IN ACTIONTHE BERTELSMANN FOUNDATION PARTNERED WITH THE ASPEN MINISTERS FORUM TO COMPLETE 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.THE INTERVIEWS FOR THESE FILMS WERE COMPLETED IN 2023, BUT THE EDITING, COMPOSITION, REVIEW AND RELEASE OCCURRED IN 2024. 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 2024, THIS MEETING TOOK PLACE IN LUGANO, SWITZERLAND, AND GATHERED MANY FOREIGN MINISTERS REPRESENTING EVERY CONTINENT ON EARTH TO DISCUSS THE HOT SPORT IN GLOBAL AFFAIRS FOR THE YEAR AHEAD. DURING THIS CONFERENCE, BERTELSMANN FOUNDATION RECORDED A SERIES OF NEW INTERVIEWS THAT WILL BE EDITED AND RELEASED IN A NEW SEASON OF LEADERSHIP IN ACTION IN 2025. ASPEN MINISTERS FORUM, LUGANO, SWITZERLAND (DECEMBER 12-15, 2024): THE ASPEN MINISTERS FORUM CONVENED FOR ITS 28TH SESSION IN LUGANO, SWITZERLAND. THIS YEAR'S MEETING, IN PARTNERSHIP WITH THE ASPEN INSTITUTE, BERTELSMANN FOUNDATION, AND THE VERSTANDIG FAMILY FOUNDATION, TITLED BUILDING STABILITY IN A FRACTURED WORLD, BROUGHT TOGETHER TWO DOZEN FORMER FOREIGN MINISTERS FROM AROUND THE WORLD, ALONG WITH TEN EXPERTS FROM ACADEMIA, GOVERNMENT, ARTS AND CULTURE, AND THE THINK TANK COMMUNITY. FOLLOWING TWO DAYS OF ROUNDTABLE DISCUSSIONS, THE BERTELSMANN FOUNDATION RECORDED SEASON FOUR OF ITS LEADERSHIP IN ACTION SERIES FEATURING FORMER SOUTH KOREAN FOREIGN MINISTER KANG KYUNG-WHA AND FORMER JORDANIAN FOREIGN MINISTER MARWAN MUASHER.VIDEOS/NO COLLAR ECONOMYTHE BERTELSMANN FOUNDATION CONTINUED ITS WORK IN THE DOCUMENTARY FILM SPHERE WITH A SPECIFIC FOCUS ON ECONOMIC, POLITICAL, SOCIAL, AND DIGITAL ISSUES, WITH AN EMPHASIS ON WHERE THOSE ISSUES OVERLAP. SPECIFICALLY, THE BERTELSMANN FOUNDATION WROTE, EDITED, AND PRODUCED THE DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS", A FEATURE-LENGTH FILM FOCUSED ON THE GLOBAL COMPETITION TO ACCESS THE MINERALS REQUIRED TO MAKE A LITHIUM BATTERY. TO ACCOMPANY THIS FILM, THE INITIATIVE COMPOSED A LONG-FORM STUDY ON THE TOPIC OF CRITICAL MINERALS THAT WILL BE PUBLISHED IN 2025. ADDITIONALLY, THE BERTELSMANN FOUNDATION HELD A SERIES OF SCREENING EVENTS FOR PRIOR DOCUMENTARIES SUCH AS "LOCAL 1196: A STEELWORKERS STRIKE", "TINDERBOX, BELT AND ROAD: CHINA IN THE BALKANS", AND "BARRY FARM: COMMUNITY, LAND, AND JUSTICE IN WASHINGTON DC." AS PART OF THIS WORK, THE INITIATIVE SUPPORTED THE NATIONAL SYNDICATION OF "BARRY FARM" ON PBS. VIRTUAL SCREENING OF TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, U.S. DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE (JANUARY 18, 2024): THE US DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE SCREENED THE BERTELSMANN FOUNDATION DOCUMENTARY "TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS" IN AN EVENT FOR THE CLASS OF NEW DIPLOMATS AND FOREIGN SERVICE OFFICERS PREPARING TO ASSUME POSTS IN EUROPE. FOLLOWING THE FILM, SAMUEL GEORGE, BERTELSMANN FOUNDATION'S GLOBAL MARKETS & DIGITAL ADVISOR, JOINED A PANEL WITH FOREIGN SERVICE SPECIALIST SARAH LUNDQUIST NUUTINEN TO DISCUSS KEY ISSUES IN THE US-EUROPE-CHINA RELATIONSHIP. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN DIRECTLY INFLUENCING FRONTLINE POLICYMAKERS IN THE TRANS-ATLANTIC RELATIONSHIP. THIS MARKS THE LATEST IN A SERIES OF EVENTS THE US DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE HAS INVITED BERTELSMANN FOUNDATION TO PARTICIPATE IN.SCREENING OF TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, NEW YORK UNIVERSITY, NEW YORK, NY (FEBRUARY 28, 2024): THE BERTELSMANN FOUNDATION PRESENTED ITS FILM "TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS" AT NEW YORK UNIVERSITY IN COLLABORATION WITH NYU'S CENTER FOR EUROPEAN AND MEDITERRANEAN STUDIES AND THE EASTERN EUROPEAN WORKSHOP. STUDENTS WATCHED THE FILM IN ADVANCE, AND THEN JOINED A LIVE PANEL EVENT THAT FEATURED BOJAN FRANCUZ (NYU CENTER ON INTERNATIONAL COOPERATION), MARIA ADELE CARRAI (GLOBAL CHINA STUDIES, NYU SHANGHAI), LARRY WOLFF AND STEPHEN GROSS (NYU CEMS), ALONG WITH THE FILM'S DIRECTOR, SAMUEL GEORGE OF THE BERTELSMANN FOUNDATION. THE DISCUSSION DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING LEADING INSTITUTIONS OF TRANS-ATLANTIC ACADEMIA, AS WELL AS AN ABILITY TO ENGAGE STUDENTS. SCREENING OF BARRY FARM: COMMUNITY, LAND AND JUSTICE, NEW YORK UNIVERSITY, WASHINGTON, DC (FEBRUARY 29, 2024): THE BERTELSMANN FOUNDATION COLLABORATED WITH NEW YORK UNIVERSITY IN WASHINGTON, DC, AND THE NYU JOHN BRADEMAS CENTER FOR A SCREENING OF THE BERTELSMANN FOUNDATION DOCUMENTARY "BARRY FARM: COMMUNITY, LAND AND JUSTICE IN WASHINGTON DC". FOLLOWING THE FILM, BERTELSMANN FOUNDATION'S GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE JOINED THE FILM'S CO-DIRECTOR SABIYHA PRINCE AND NYU PROFESSOR VICKY KIECHEL FOR A PANEL CONVERSATION. THE CONVERSATION FOCUSED ON THE IMPACT OF A HISTORY OF RACISTS AND CLASSIST ECONOMIC POLICIES, AND HOW THE OUTCOME OF THOSE POLICIES CAN BE ADDRESSED. THIS EVENT EVIDENCED THE FOUNDATION'S IMPACT IN THE ACADEMIC COMMUNITY AS WELL AS AN ABILITY TO GENERATE AN INCLUSIVE CONVERSATION.SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, OBERLIN COLLEGE, OBERLIN, OHIO (MARCH 19, 2024): THE BERTELSMANN FOUNDATION PARTNERED WITH OBERLIN COLLEGE FOR A PRESENTATION OF THE BERTELSMANN FOUNDATION DOCUMENTARY "LOCAL 1196: A STEELWORKERS STRIKE". THE PRESENTATION WAS PART OF BERTELSMANN FOUNDATION'S 2024 ELECTION ACTIVITIES. FOLLOWING THE FILM, BERTELSMANN FOUNDATION GLOBAL MARKETS & DIGITAL ADVISOR SAMUEL GEORGE JOINED OBERLIN COLLEGE PROFESSOR GEOFF PINGREE FOR A CONVERSATION ON THE THEMES OF THE FILM WITH THE STUDENTS AND AUDIENCE MEMBERS. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S ABILITY TO ENGAGE AUDIENCES BEYOND WASHINGTON, DC, IN DIALOGUE ABOUT THE IMPORTANCE OF ENGAGEMENT IN THE DEMOCRATIC PROCESS, AS WELL AS THE FOUNDATION'S SUCCESS IN ENGAGING THE ACADEMIC COMMUNITY.SCREENING OF LOCAL 1196: A STEELWORKERS STRIKE, BATTLE OF HOMESTEAD FOUNDATION, PITTSBURGH, PA (MARCH 19, 2024): THE BERTELSMANN FOUNDATION COLLABORATED WITH THE BATTLE OF HOMESTEAD FOUNDATION AND THE OFFICE OF STATE SENATOR LINDSEY WILLIAMS FOR A PRESENTATION OF "LOCAL 1196: A STEELWORKERS STRIKE" AT A CINEMA IN PITTSBURGH. THE PRESENTATION WAS PART OF THE BERTELSMANN FOUNDATI
DIRECT CHARITABLE ACTIVITY (CONTINUED) FORM 990-PF, PART VIII-A THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) AIMS TO STRENGTHEN THE TIES AMONG US LEGISLATIVE BODIES, GERMAN BUNDESTAG, THE EUROPEAN PARLIAMENT (EP), AND THE PRIVATE SECTOR. BFF IS THE BERTELSMANN FOUNDATION'S FLAGSHIP PROJECT HELPING TO CREATE A COMMON TRANSATLANTIC POLITICAL CULTURE IN ORDER TO FACILITATE BETTER POLICY COOPERATION AND EXCHANGE BEST-PRACTICES IN ALL THREE LEGISLATIVE BODIES AND KEY INDUSTRY ACTORS. BFF CONNECTED US STATE LEGISLATORS, BUNDESTAG AND EP STAFF WITH SIMILAR POLICY EXPERTISE AND PROVIDED THEM WITH DEEPER AWARENESS OF THE LEGISLATIVE PROCESSES AND THE POLITICAL AND INSTITUTIONAL CHALLENGES THAT EXIST ACROSS THE ATLANTIC. IN 2024, BFF FOCUSED ON DEVELOPING TRANSATLANTIC POLICY CENTERED AROUND THE FUTURE OF DEMOCRACY. THE PROGRAM WAS COMPOSED OF TWO RESEARCH TRIPS, ONE IN BRUSSELS AND ONE IN WASHINGTON, DC, VIRTUAL SESSIONS WITH EXTERNAL EXPERTS, AS WELL AS A FINAL PUBLICATION INCORPORATING THE WORK OF EACH FELLOW. PARTICIPANTS LEARNED TOGETHER, SHARED EXPERTISE, AND FORGED COMMON SOLUTIONS.U.S. ELECTIONS ROUNDTABLE AND BERTELSMANN FOUNDATION FELLOWSHIP (BFF) ALUMNI EVENT, BERLIN, GERMANY (APRIL 17, 2024): THE BERTELSMANN FOUNDATION HOSTED A BERTELSMANN FOUNDATION FELLOWSHIP ALUMNI EVENT IN BERLIN, IN THE BERTELSMANN STIFTUNG OFFICES, AROUND THE U.S. ELECTIONS. THE ALUMNI ENGAGED IN AN HOUR-LONG ROUNDTABLE AND Q&A THAT WAS MODERATED BY CHLOE LADD OF THE BERTELSMANN FOUNDATION. COURTNEY FLYNN MARTINO (BERTELSMANN FOUNDATION) AND BRANDON BOHRN (BERTELSMANN STIFTUNG) DISCUSSED THE U.S. ELECTIONS AND THEIR DYNAMICS. MS. FLYNN-MARTINO DISCUSSED THE U.S. ELECTION PROJECT AT THE BERTELSMANN FOUNDATION AND HER TAKEAWAYS FROM HER RESEARCH. MR. BOHRN DISCUSSED THE BERTELSMANN STIFTUNG'S WORK AROUND THE U.S. ELECTIONS AND A POTENTIAL TRUMP 2.0 SCENARIO. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 1 (MAY 7, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS FIRST VIRTUAL SESSION. THE SESSION WAS AN OPPORTUNITY FOR FELLOWS TO INTRODUCE THEMSELVES. FELLOWS WERE ASKED TO ANSWER TWO QUESTIONS: WHY DEFEND DEMOCRACY? WHY DID YOU APPLY TO THE FELLOWSHIP? THE SESSION ENDED WITH A GENERAL OVERVIEW OF THE PROGRAMMING THROUGH OCTOBER. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 2 (MAY 14, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS SECOND VIRTUAL SESSION. THIS SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT EUROPEAN INSTITUTIONS AND PRIORITIES FOR THE NEXT ELECTIONS TO BE HELD IN JUNE. THE SESSION WAS LED BY EXTERNAL EXPERT MICHELE ZAGORDO, SENIOR AUDITOR FOR THE EUROPEAN COURT OF AUDITORS. MR. ZAGORDO FIRST DISCUSSED EU INSTITUTIONS AND THE ELECTIONS. FOLLOWING THE PRESENTATION, FELLOW SLAVINA ANCHEVA MODERATED A Q&A WITH THE FELLOWS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) WELCOME EVENT, WASHINGTON, DC (MAY 17 2024): THE BERTELSMANN FOUNDATION HOSTED A WELCOME EVENT FOR THE 2024 BERTELSMANN FOUNDATION FELLOWS BASED IN DC. THE NETWORKING EVENT PROVIDED FELLOWS AN OPPORTUNITY TO DISCUSS THE STATE OF DEMOCRACY, PRIOR TO THE JULY IN-PERSON, KICK-OFF MEETINGS. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 3 (MAY 29, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS THIRD VIRTUAL SESSION. THE SESSION PROVIDED BFNA FELLOWS AN OPPORTUNITY TO LEARN ABOUT AMERICAN INSTITUTIONS AND PRIORITIES FOR THE NOVEMBER ELECTIONS. THE SESSION WAS LED BY EXTERNAL EXPERT CASEY BURGAT, LEGISLATIVE AFFAIRS PROGRAM DIRECTOR AT GEORGE WASHINGTON UNIVERSITY. FOLLOWING MR. BURGAT'S PRESENTATION, FELLOW AUBREY WILSON MODERATED A Q&A SESSION WITH THE PARTICIPANTS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 4 (JUNE 4, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS FOURTH VIRTUAL SESSION. THE SESSION PROVIDED BFNA FELLOWS AN OPPORTUNITY TO LEARN ABOUT ELECTIONS IN INDIA AND THE IMPACT OF THEIR RESULTS. THE SESSION WAS LED BY EXTERNAL EXPERT OSAMA MANZAR, FOUNDER OF THE DIGITAL EMPOWERMENT FOUNDATION. MR. MANZAR DISCUSSED DIGITAL NARRATIVES IN INDIA AND THEIR IMPACT ON THE ELECTIONS. FOLLOWING THE PRESENTATION, FELLOW ANDREW KOLB MODERATED A Q&A SESSION WITH THE PARTICIPANTS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 5 (JUNE 12, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS FIFTH VIRTUAL SESSION. THE SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT ELECTIONS IN TAIWAN AND EFFORTS TO COMBAT FOREIGN INTERFERENCE. THE SESSION WAS LED BY EXTERNAL EXPERT TIM NIVEN, RESEARCH LEAD AT DOUBLE THINK LAB. MR. NIVEN DISCUSSED THE FOREIGN INTERFERENCE FRAMEWORK THAT TAIWAN IS EXPLORING TO COMBAT THREATS TO THEIR DEMOCRACY. FOLLOWING THE PRESENTATION, FELLOW KELSEY RITCHIE-FRIERSON MODERATED A Q&A SESSION WITH THE PARTICIPANTS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 6 (JUNE 25, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS SIXTH VIRTUAL SESSION. THIS SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT ELECTIONS IN MEXICO AND UPCOMING PROPOSED POLITICAL REFORMS. THE SESSION WAS LED BY EXTERNAL EXPERT LILA ABED, ACTING DIRECTOR OF THE WILSON CENTER'S MEXICO CENTER. MS. ABED COVERED THE CURRENT TRANSITORY PHASE MEXICO FINDS ITSELF IN, WITH A DEEP DIVE INTO THE UPCOMING PROPOSED ELECTORAL AND INSTITUTIONAL REFORMS. FOLLOWING THE PRESENTATION, FELLOW RAFAEL GOLDZWEIG MODERATED A Q&A SESSION WITH THE FELLOWS.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) WELCOME, WASHINGTON, DC (JULY 21, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) KICKED OFF ITS IN-PERSON TRIP TO DC WITH A WELCOME DINNER AT THE DARCY HOTEL IN WASHINGTON, DC. THE EVENT PROVIDED FELLOWS AN OPPORTUNITY TO ENGAGE AND NETWORK PRIOR TO THE WEEK OF SESSIONS HELD IN DC. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 1, WASHINGTON, DC (JULY 22, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS FIRST ALL DAY SESSIONS. THE FIRST MORNING SESSION WAS HELD IN THE BFNA FIRST-FLOOR CONFERENCE ROOM FOR AN EXPECTATION SETTING SESSION WITH THE FELLOWS. FELLOWS THEN MET WITH BLAINE VOLPE, SENIOR DIRECTOR OF MEMBERSHIP AT FUTURE CAUCUS, AROUND THE NEXT GENERATION OF LEADERS IN THE UNITED STATES. THE AFTERNOON CONSISTED OF A TWO-HOUR SEMINAR WITH ASPEN INSTITUTE AROUND DEMOCRACY. THE DAY CONCLUDED AT THE GERMAN MARSHALL FUND WITH TARSI DUNLOP, SENIOR PROGRAM OFFICER, TO DISCUSS GMF CITIES AND LOCAL EFFORTS AROUND DEMOCRACY. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 2, WASHINGTON, DC (JULY 23, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS SECOND ALL DAY SESSIONS. A MORNING WORKSHOP WAS HOSTED AT BFNA IN PARTNERSHIP WITH DEMOCRACY 2076 AROUND DESIGNING THE FUTURE OF OUR INSTITUTIONS. NEXT, FELLOWS WERE HOSTED AT NEW AMERICA FOR A LUNCH DISCUSSION ON LOCAL CIVIC LIFE IN THE U.S., WHICH ALSO HIGHLIGHTED BERTELSMANN FELLOW RICHARD YOUNG'S WORK IN LEXINGTON, KENTUCKY. FELLOWS ENGAGED WITH MARK SCHMITT, POLITICAL REFORM SENIOR DIRECTOR, AND HOLLIE RUSSON GILMAN, POLITICAL REFORM SENIOR FELLOW, AT NEW AMERICA. THE FINAL AFTERNOON SESSION WAS HELD AT AMERICAN ENTERPRISE INSTITUTE WHERE FELLOWS MET WITH PHILIP WALLACH, SENIOR FELLOW, AROUND BUILDING TRUST IN OUR INSTITUTIONS. THE DAY ENDED WITH A NETWORKING RECEPTION HOSTED BY BFNA IN HONOR OF THE CURRENT CLASS AND IN PARTNERSHIP WITH YOUNG PROFESSIONALS IN FOREIGN POLICY FOR THEIR FELLOWSHIP OF RISING EXPERTS. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 3, WASHINGTON, DC (JULY 24, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS THIRD DAY OF SESSIONS IN DC. THE FIRST SESSION OF THE DAY WAS HOSTED AT BFNA WITH MIKE WARREN, SENIOR EDITOR OF THE DISPATCH, TO DISCUSS THE EVOLVING MEDIA LANDSCAPE IN THE UNITED STATES. FELLOWS THEN WENT TO THE COUNCIL OF FOREIGN RELATIONS TO MEET WITH KAT DUFFY, SENIOR FELLOW OF DIGITAL AND CYBERSPACE POLICY, TO DISCUSS THE FUTURE OF DIGITAL REGULATION IN THE UNITED STATES. IN THE AFTERNOON, FELLOWS MET WITH DEPUTY ASSISTANT ADMINISTRATOR CLAIRE EHMAN FROM USAID TO DISCUSS USAID'S NEW DEMOCRACY, HUMAN RIGHTS AND GOVERNANCE POLICY. THE LAST SESSION OF THE DAY WAS WITH MAX BERGER, SENIOR ADVISOR AT DEMREVIVAL, AND DREW VOLMERT, VP AND POLITICAL SCIENTIST AT FRAMEWORKS INSTITUTE, TO DISCUSS MINDSETS AND NARRATIVES AROUND DEMOCRACY. BERTELSMANN FOUNDATION FELLOWSHIP (BFF) SESSION DAY 4, WASHINGTON, DC (JULY 25, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED ITS FOURTH AND FINAL DAY OF SESSIONS IN DC. A MORNING RANGE WORKSHOP WAS HOSTED BY TONY SILBERFELD TO ENGAGE THE FELLOWS WITH THE RANGE PLATFORM AND START THINKING ABOUT THE FUTURE OF DEMOCRACY. FELLOWS THEN HAD A SESSION AT THE WILSON CENTER WITH KELLEE WICKER, DIRECTOR OF SCIENCE AND TECHNOLOGY INNOVATION PROGRAM, AND LIZ NEWBURY, DIRECTOR OF THE SERIOUS GAMES INITIATIVE, ON HOW THE USE OF DIGITAL GAMES CAN BRIDGE POLICY RESEARCH. FELLOWS SPENT THE AFTERNOON ON THE HILL ENGAGING WITH THE HOUSE AND SENATE. FELLOWS MET WITH HEATHER PAINTER, LEGISLATIVE DIRECTOR FOR DEREK KILMER, ON HOUSE MODERNIZATION EFFORTS AND WITH DYLAN IRLBECK, TECH POLICY FELLOW ON THE SENATE FINANCE COMMITTEE, ON DIGITIZATION OF GOVERNMENT SERVICES. THE DAY ENDED WITH A WRAP-UP DINNER AND REVIEW OF THE PROGRAM.BERTELSMANN FOUNDATION FELLOWSHIP (BFF) VIRTUAL SESSION 7 (SEPTEMBER 10, 2024): THE BERTELSMANN FOUNDATION FELLOWSHIP (BFF) CONVENED FOR ITS SEVENTH VIRTUAL SESSION. THIS SESSION PROVIDED FELLOWS AN OPPORTUNITY TO LEARN ABOUT THE USE OF LANGUAGE AND DEMOCRACY WORK. THE SESSION WAS LED BY EXTERNAL EXPERT SIRI ERICKSON, PROGRAM SUPPORT LEAD AT PACE. SHE COVERED THE LATEST RESEARCH FROM PACE'S CIVIC PERCEPTIONS PROJECT AND PROVIDED A DETAILED OVERVIEW OF THE IMPORTANCE OF LANGUAGE IN COMMUNICATING AROUND DEMOCRACY. THE SECOND HALF OF THE SESSION WAS MODERATED BY FELLOW RICHARD YOUNG FOR Q&A WITH THE FELLOWS.BERTELSMANN FO
DIRECT CHARITABLE ACTIVITY (CONTINUED) FORM 990-PF, PART VIII-A EU DIPLOMATS TOWN HALLSIN 2024, THE BERTELSMANN FOUNDATION CARRIED OUT TWO TOWN HALL EVENTS IN COLLABORATION WITH THE EU DELEGATION TO THE UNITED STATES. THE PURPOSE OF THE TOWN HALL TRIPS TO CHARLOTTE (AND RALEIGH), NORTH CAROLINA AND RICHMOND, VIRGINIA WAS TO GIVE EUROPEAN DIPLOMATS A STRONGER UNDERSTANDING OF THE AMERICAN POLITICAL, ECONOMIC AND CULTURAL ENVIRONMENT OUTSIDE OF WASHINGTON, DC. THE PARTICIPATING DIPLOMATS FROM VARIOUS EU MEMBER STATES, INCLUDING FRANCE, LITHUANIA, POLAND, BELGIUM, ITALY, GREECE, AUSTRIA, SLOVAKIA, LATVIA, PORTUGAL, SWEDEN, ESTONIA, CYPRUS, THE CZECH REPUBLIC AND THE EUROPEAN PARLIAMENT LIAISON OFFICE, MET WITH THE STATE LEGISLATORS, LOCAL NGOS, ACADEMIA, THE MEDIA AND ALSO PARTICIPATED IN PUBLIC EVENTS HOSTED BY LOCAL PARTNERS. ROUNDTABLE DISCUSSION ON THE EUROPEAN UNION, WILSON CENTER, WASHINGTON, DC (MARCH 6, 2024): THE BERTELSMANN FOUNDATION CO-HOSTED A PRIVATE ROUNDTABLE WITH THE GLOBAL EUROPE PROGRAM AT THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS WITH DANIELA SCHWARZER, MEMBER OF THE EXECUTIVE BOARD OF THE BERTELSMANN STIFTUNG. THE DISCUSSION FOCUSED ON THE MANY CHALLENGES THE EUROPEAN UNION IS FACING, FROM SAFEGUARDING DEMOCRATIC VALUES AND FIGHTING DISINFORMATION TO INTEGRATING NEW MEMBER STATES AND BUILDING A ROBUST DEFENSE INDUSTRY AND WHETHER THE EU WILL REMAIN A RELIABLE PARTNER IN THE FUTURE. DANIELA SCHWARZER, A LEADING EXPERT ON EUROPEAN AND INTERNATIONAL AFFAIRS, KICKED-OFF THE DISCUSSION WITH AN OVERVIEW ON HOW THE EU SHOULD CHANGE TO MEET THESE CHALLENGES. THE EVENT WAS ATTENDED BY REPRESENTATIVES FROM THE U.S. GOVERNMENT, EU EMBASSIES, ACADEMIA, AND THINK THANKS.VIRGINIA TOWN HALL WITH EU DELEGATION, RICHMOND, VA (MARCH 7, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO RICHMOND, VIRGINIA, WITH DANIELA SCHWARZER, MEMBER OF THE EXECUTIVE BOARD OF THE BERTELSMANN STIFTUNG AS WELL AS REPRESENTATIVES FROM THE EMBASSIES OF BELGIUM, FRANCE, AUSTRIA, SLOVAKIA, AND THE EUROPEAN UNION. TOGETHER, THE DELEGATION MET WITH DEMOCRATIC AND REPUBLICAN MEMBERS OF THE GENERAL ASSEMBLY, NON-PROFIT ORGANIZATIONS FOCUSED ON CIVIC ENGAGEMENT, AND JEFF SHAPIRO, A VIRGINIA POLITICAL COMMENTATOR. THE PURPOSE OF THE TRIP WAS TO ENHANCE THE GROUP'S UNDERSTANDING OF THE STATE OF POLITICAL AFFAIRS IN VIRGINIA. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS WITH EMBASSY STAFF, NON-PROFIT ORGANIZATIONS, AND GENERAL ASSEMBLY MEMBERS. EUROPEAN PARLIAMENT ELECTIONS ROUNDTABLE, AMERICAN UNIVERSITY, WASHINGTON, DC (APRIL 23, 2024): SARA LEMING, RESEARCH ANALYST, WAS A PANELIST WITH RYAN MELIAK, HEAD OF OUTREACH, EUROPEAN PARLIAMENT LIAISON OFFICE, AMERICAN UNIVERSITY. THE EVENT STARTED WITH A VIDEO, CREATED BY THE BERTELSMANN FOUNDATION, ON THE UPCOMING EP ELECTION. PANELISTS DISCUSSED WHAT IS MOTIVATING EUROPEAN VOTERS IN BELGIUM, ITALY, ESTONIA, THE NETHERLANDS IN GREECE. THE SPEAKERS ALSO BRIEFED STUDENTS ON HOW THE ELECTIONS ARE RUN AND WHAT TO EXPECT BASED OFF CURRENT POLLING DATA. THE DISCUSSION WAS FOLLOWED BY AN INTERACTIVE Q&A WITH STUDENTS. EUROPEAN PARLIAMENT ELECTIONS ROUNDTABLE, BERTELSMANN FOUNDATION, WASHINGTON, DC (MAY 7, 2024): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE EVENT ON THE UPCOMING EUROPEAN PARLIAMENT ELECTIONS. MR. WALTER GOETZ, DIRECTOR OF THE EUROPEAN PARLIAMENT LIAISON OFFICE IN WASHINGTON DC, PROVIDED WELCOME REMARKS, AND MR. CHRISTIAN MANGOLD, DIRECTOR GENERAL FOR INTERNAL POLICIES OF THE UNION IN THE EUROPEAN PARLIAMENT, SERVED AS THE EVENT'S KEYNOTE SPEAKER. MR. MANGOLD ANALYZED THE CURRENT POLLING PREDICTIONS OF THE EP ELECTIONS, VOTER TURNOUT, AND WHAT TO EXPECT FOLLOWING THE ELECTION. AFTER THE KEYNOTE, SARA LEMING, RESEARCH ANALYST, MODERATED AN INTERACTIVE Q&A WITH THE ATTENDEES, AND PREMIERED BFNA'S NEW ANIMATION ON WHY THE EP ELECTION IS RELEVANT TO AMERICANS AND THE FUTURE OF THE TRANSATLANTIC RELATIONSHIP. THE EVENT CONCLUDED WITH A NETWORKING RECEPTION.EUROPEAN PARLIAMENT ELECTIONS BRIEFING, CAPITOL HILL, WASHINGTON, DC (JUNE 14, 2024): THE BERTELSMANN FOUNDATION PARTNERED WITH THE EUROPEAN PARLIAMENT LIAISON OFFICE (EPLO) IN WASHINGTON, DC, TO ORGANIZE A BRIEFING ON THE EUROPEAN PARLIAMENT ELECTIONS. THE EVENT WAS HELD ON CAPITOL HILL AND WAS HOSTED BY REPRESENTATIVE BOYLE (DEMOCRATIC PARTY) AND REPRESENTATIVE WILSON (REPUBLICAN PARTY). OVER 30 STAFFERS FROM BOTH THE DEMOCRATIC AND REPUBLICAN PARTIES ATTENDED THE BRIEFING. THE EVENT OPENED WITH THE BERTELSMANN FOUNDATION'S ANIMATED EXPLAINER, "HOW THE EUROPEAN PARLIAMENT ELECTION IS RELEVANT TO THE UNITED STATES". WALTER GOETZ (PRESIDENT OF EPLO) AND IRENE BRAAM (BERTELSMANN FOUNDATION EXECUTIVE DIRECTOR) PROVIDED REMARKS ON THE ELECTION RESULTS AND THEN OPENED THE FLOOR FOR Q&A. THE EVENT PROVIDED CONGRESSIONAL STAFFERS WITH A STRONG UNDERSTANDING OF THE RECENT EUROPEAN PARLIAMENT ELECTION AND THE WORK OF THE BERTELSMANN FOUNDATION.EU DELEGATION VISIT, NORTH CAROLINA (OCTOBER 9-10, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO RALEIGH AND CHARLOTTE, NORTH CAROLINA, WITH THE EU DELEGATION AND THIRTEEN MEMBER STATES INCLUDING AUSTRIA, BELGIUM, CYPRUS, CZECH REPUBLIC, DENMARK, ESTONIA, ITALY, LATVIA, LITHUANIA, POLAND, PORTUGAL, SLOVAKIA, AND SWEDEN. THE VISIT BEGAN IN RALEIGH, NORTH CAROLINA, WHERE THE GROUP MET WITH GOVERNOR COOPER'S TEAM AT THE EXECUTIVE MANSION, VISITED CBS-17 TO TOUR THE NEWS ROOM, AND ATTENDED A BRIEFING BY THE NC STATE POLITICAL DEPARTMENT ON NORTH CAROLINA POLITICS. THE DELEGATION ENDED THE FIRST DAY IN CHAPEL HILL WITH THE UNC HUSSMANN SCHOOL OF JOURNALISM AND THE TRANSATLANTIC MASTER'S PROGRAM. ON THE SECOND DAY, THE DELEGATION MET WITH LOCAL CITY OFFICIALS IN CHARLOTTE AND NORTH CAROLINA AND POLITICAL REPRESENTATIVES FROM BOTH THE REPUBLICAN AND DEMOCRATIC PARTY'S. THE DELEGATION WAS ALSO HOSTED FOR A LUNCH EVENT WITH THE WORLD AFFAIRS COUNCIL OF CHARLOTTE. THE TRIP WAS AN EXCELLENT OPPORTUNITY FOR THE BERTELSMANN FOUNDATION TO ESTABLISH NEW CONNECTIONS IN NORTH CAROLINA AND WITH EU MEMBER STATE DIPLOMATS BASED IN WASHINGTON, DC.GERMAN EMBASSY TOWN HALLSIN 2024, THE BERTELSMANN FOUNDATION CARRIED OUT TWO TOWN HALL PROJECTS WITH THE GERMAN EMBASSY. THE PURPOSE OF THE PROJECT WAS TO GIVE GERMAN DIPLOMATS A STRONGER UNDERSTANDING OF THE AMERICAN POLITICAL, ECONOMIC AND CULTURAL ENVIRONMENT OUTSIDE OF WASHINGTON, DC AND AMERICA'S CLIMATE POLICY. IN ADDITION, THE VISITS ALLOWED BOTH THE GERMAN EMBASSY AND THE BERTELSMANN FOUNDATION TO CONNECT WITH VARIOUS COMMUNITY STAKEHOLDERS AND EXPAND THEIR RESPECTIVE NETWORKS. DURING THE TRIPS, THE DELEGATION HELD BILATERAL MEETINGS AND PUBLIC EVENTS WITH A DIVERSE RANGE OF NGOS, ELECTED OFFICIALS, MEDIA, ACADEMIA AND AMERICAN CITIZENS. TOGETHER THESE GROUPS PROVIDED A WELL-ROUNDED PERSPECTIVE AND AN IN-DEPTH UNDERSTANDING OF THE ISSUES SHAPING THE MINDS OF THE AMERICAN PUBLIC. IN 2024, THE DELEGATION TRAVELED TO NINE STATES ON SIX SEPARATE TRIPS. LOCATIONS INCLUDED DENVER, COLORADO; ST. PAUL, MINNESOTA; BATON ROUGE, LOUISIANA; CHARLESTON, WEST VIRGINIA; PORTLAND, MAINE; BURLINGTON, VERMONT; COVINGTON, KENTUCKY; COLUMBUS, OHIO AND CARMEL, INDIANA.GERMAN EMBASSY TOWN HALLS, COLORADO (APRIL 8-11, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO DENVER, BOULDER, AND COLORADO SPRINGS, COLORADO, WITH MR. MARKUS TEGLAS, POLITICAL COUNSELOR, GERMAN EMBASSY, WASHINGTON DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MR. TEGLAS' UNDERSTANDING OF THE STATE OF ECONOMIC AND POLITICAL AFFAIRS IN THE COLORADO REGION OF THE UNITED STATES. THE TOWN HALL KICKED OFF IN BOULDER, COLORADO, WITH A DINNER MEETING WITH MAYOR AARON BROCKETT. ON THE SECOND DAY, THE DELEGATION MET WITH LEGISLATORS FROM BOTH THE REPUBLICAN AND DEMOCRATIC PARTIES, CIVIC ENGAGEMENT LEADERS, AND LATINO COMMUNITY LEADERS. THE GROUP ALSO TOOK PART IN PUBLIC EVENTS WITH WORLD DENVER AND DENVER UNIVERSITY'S JOSEF KORBEL SCHOOL OF INTERNATIONAL STUDIES. THE FOLLOWING DAY, THE GROUP VISITED COLORADO SPRINGS AND MET WITH MAYOR YEMI MOBOLADE, LOCAL POLITICAL GROUPS, AND THE WORLD AFFAIRS COUNCIL. MAIN TOPICS OF DISCUSSION INCLUDED HOUSING AFFORDABILITY, ENVIRONMENTAL CHALLENGES, AND THE GROWING INFLUENCE OF THE LATINO COMMUNITY. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT THE ONGOING CHALLENGES IN COLORADO AND THE ROCKY MOUNTAIN REGION OF THE UNITED STATES.GERMAN EMBASSY CLIMATE TOWN HALLS, LOUISIANA (JUNE 6-7, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO NEW ORLEANS AND BATON ROUGE, LOUISIANA, WITH SOPHIE HEMMER, CLIMATE COUNSELOR AT THE GERMAN EMBASSY IN WASHINGTON, DC. THE PURPOSE OF THE TRIP WAS TO ENHANCE MS. HEMMER'S UNDERSTANDING OF THE STATE OF THE ENVIRONMENT AND NATURAL RESOURCES IN THE DEEP SOUTH REGION OF THE UNITED STATES. THE TOWN HALL KICKED-OFF IN NEW ORLEANS AND INCLUDED MEETINGS WITH MAYOR CANTRELL, THE SIERRA CLUB, TULANE ENVIRONMENTAL LAW CLINIC, THE AFFORDABLE ALLIANCE FOR ENERGY, AND A PUBLIC EVENT ON COASTAL FLOODING WITH THE NATURE CONSERVANCY. ON THE SECOND DAY, THE DELEGATION TRAVELED TO BATON ROUGE TO MEET WITH STATE LEGISLATORS FROM THE ENVIRONMENTAL & NATURAL RESOURCES COMMITTEE, THE LOUISIANA DEPARTMENT FOR ENVIRONMENTAL EQUALITY, AND DAVANTE LEWIS, PUBLIC COMMISSIONER FOR THE STATE OF LOUISIANA. THE DELEGATION ALSO MET WITH THE REPUBLICAN WOMEN'S CLUB OF BATON ROUGE TO DISCUSS ENVIRONMENTAL SUSTAINABILITY AND THE STATE OF POLITICS. THE TRIP ALLOWED BFNA TO CREATE NEW CONNECTIONS AND LEARN ABOUT ONGOING CHALLENGES IN LOUISIANA AND THE DEEP SOUTH REGION OF THE UNITED STATES. GERMAN EMBASSY TOWN HALLS, MINNESOTA (JUNE 11-12, 2024): IRENE BRAAM, EXECUTIVE DIRECTOR, AND SARA LEMING, RESEARCH ANALYST, TRAVELED TO THE CITIES OF MINNEAPOLIS, ST. PAUL, AND ROCHESTER, MINNESOTA WITH RAINER BREUL, HEAD OF THE POLITICAL AFFAIRS SECTION AT THE GERM
DIRECT CHARITABLE ACTIVITY (CONTINUED) FORM 990-PF, PART VIII-A SUMMER ENRICHMENT SERIES, PART 1: BILATERAL RELATIONSHIPS GERMANY & FRANCE, BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 26, 2024): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART ONE OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS THE BILATERAL RELATIONSHIP BETWEEN GERMANY AND FRANCE. PASCAL CONFAVREUX, SPOKESPERSON FOR THE FRENCH EMBASSY, AND MARKUS TEGLAS, MINISTER COUNSELOR OF POLITICAL AFFAIRS AT THE GERMAN EMBASSY, SERVED AS GUEST SPEAKERS. THE EVENT BEGAN WITH A SHORT PRESENTATION OF THE TRANSATLANTIC BAROMETER BY COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS. FOLLOWING THE BAROMETER PRESENTATION, MR. CONFAVREUX SPOKE FROM A FRENCH PERSPECTIVE AND MR. TEGLAS PROVIDED A GERMAN PERSPECTIVE ON THE HISTORICAL ROOTS OF THE FRENCH-GERMAN RELATIONSHIP, AS LEADERS OF THE EU, AND ON THE COMMON CHALLENGES CURRENTLY FACED BY BOTH COUNTRIES. SUMMER ENRICHMENT SERIES, NETWORKING & CAREER PANEL, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 12, 2024): THE BERTELSMANN FOUNDATION HOSTED YOUNG PROFESSIONALS AND FIVE GUEST SPEAKERS AS PART OF A TRANSATLANTIC CAREER PANEL FOR THE SUMMER ENRICHMENT SERIES. CAREER PANELISTS INCLUDED CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS AT THE BERTELSMANN FOUNDATION, MASA OCVRIK, PROGRAM COORDINATOR FOR THE GLOBAL EUROPE PROGRAM AT THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS, SOPHIE RASMUSSEN, PUBLIC DIPLOMACY ADVISOR AT THE EMBASSY OF DENMARK, PABLO RASMUSSEN, SPECIAL ASSISTANT TO THE DIRECTOR OF PEACE CORPS, AND NOAH DEMICHELE, ASSOCIATE AT DENTONS GLOBAL ADVISORS - ALBRIGHT STONEBRIDGE GROUP'SEUROPE PRACTICE. EACH PANELIST SHARED INFORMATION ABOUT THEIR CAREER PATHS AND OFFERED ADVICE TO THE ASPIRING GRADUATE STUDENTS SEEKING TO ENTER THE TRANSATLANTIC ARENA POST-GRADUATION. SUMMER ENRICHMENT SERIES, PART 2: TRANSATLANTIC COOPERATION TOWARDS THE ENVIRONMENT, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 17, 2024): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND TWO GUEST SPEAKERS FOR PART TWO OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS CLIMATE CHANGE AND HOW THE U.S. AND EUROPEAN UNION ARE WORKING TOGETHER TO COMBAT IT. MR. MILO MCBRIDE, FELLOW, SUSTAINABILITY, CLIMATE AND GEOPOLITICS PROGRAM AT CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE, AND MS. SOPHIE HEMMER, CLIMATE COUNSELOR AT THE GERMAN EMBASSY IN WASHINGTON, DC, SERVED AS GUEST SPEAKERS. THE EVENT BEGAN WITH A SHORT PRESENTATION OF BFNA'S RANGE PLATFORM BY MARSHALL REID, SENIOR MANAGER OF US-EU-ASIA DYNAMICS. FOLLOWING THE RANGE PRESENTATION, THE TWO SPEAKERS PROVIDED A KEY NOTE ADDRESS, FOLLOWED BY Q&A WITH THE PARTICIPANTS. SUMMER ENRICHMENT SERIES, PART 3: THE FUTURE OF TRANSATLANTIC DEFENSE, BERTELSMANN FOUNDATION, WASHINGTON, DC (JULY 31, 2024): THE BERTELSMANN FOUNDATION HOSTED A GROUP OF YOUNG PROFESSIONALS AND THREE GUEST SPEAKERS FOR THE LAST MEETING OF THE SUMMER ENRICHMENT SERIES. THE THEMATIC FOCUS OF THE EVENT WAS THE FUTURE OF TRANSATLANTIC DEFENSE FEATURING SPACE POLICY. OUR THREE GUEST SPEAKERS WERE MR. TONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS AT THE BERTELSMANN FOUNDATION, MR. DICK BUENNEKE, SENIOR ADVISOR FOR NATIONAL SECURITY SPACE POLICY IN THE BUREAU OF ARMS CONTROL, AND REAR ADMIRAL HENNING FALTON, MILITARY ADVISOR AT THE EUROPEAN EXTERNAL ACTION SERVICE. THE EVENT BEGAN WITH A SHORT PRESENTATION OF THE TRANSATLANTIC PERISCOPE BY LAUREN LETIZIA, TRANSATLANTIC PROJECTS FELLOW AT THE BERTELSMANN FOUNDATION. FOLLOWING THE TRANSATLANTIC PERISCOPE PRESENTATION, THE THREE SPEAKERS PROVIDED REMARKS TO THE GROUP AND THEN THE PARTICIPANTS HAD THE OPPORTUNITY TO ASK THE SPEAKERS QUESTIONS. THE TRUST PROJECTAS PART OF THE BERTELSMANN FOUNDATION'S WORK IN HOSTING THE WASHINGTON, DC REINHARD MOHN PRIZE ROUNDTABLE, WE SELECTED ONE OF THE INNOVATIONS FEATURED IN OUR DISCUSSIONS TO TRANSFORM INTO AN EXPLANATORY ANIMATION THAT WOULD BE A USEFUL EDUCATIONAL TOOL, LONG AFTER THE PROJECTED ENDED. WITH THAT IN MIND, THE FOUNDATION PARTNERED WITH THE TRUST PROJECT, A NON-PROFIT ORGANIZATION FOCUSED ON LABELING DISINFORMATION, TO CREATE A VIDEO HIGHLIGHTING THE EIGHT TRUST INDICATORS FOR A HEALTHY MEDIA ENVIRONMENT. BY FOLLOWING EACH OF THE INDICATORS, THE PUBLIC WOULD BE EQUIPPED TO IDENTIFY WHETHER WHAT THEY READ IS FACTUAL OR A PIECE OF DISINFORMATION. THE TRUST PROJECT PARTNERS WITH MORE THAN 300 MEDIA OUTLETS AROUND THE WORLD WHO WILL FEATURE THIS EDUCATIONAL VIDEO ON THEIR RESPECTIVE WEBSITES, SO CITIZENS WILL BE BETTER INFORMED AND ABLE TO SEPARATE FACT FROM FICTION. TRANSATLANTIC BAROMETERTHE TRANSATLANTIC BAROMETER IS AN ONLINE PLATFORM, LAUNCHED BY THE BERTELSMANN FOUNDATION IN 2022, WHICH PROVIDES TRANSPARENT AND CREDIBLE POLICY OVERVIEWS, VISUAL REPRESENTATIONS, AND EXPERT INSIGHT ON PRESSING TRANSATLANTIC CHALLENGES FOR 30 COUNTRIES AND THE EUROPEAN UNION. FOUR NEW TOPICS WERE ADDED TO THE TRANSATLANTIC BAROMETER IN 2024: MIGRATION, ELECTIONS AND VOTER TURNOUT, FOREIGN DIRECT INVESTMENT, AND E-GOVERNANCE. THE TOTAL NUMBER OF TOPICS FEATURED ON THE TRANSATLANTIC BAROMETER IS NOW 17. IN ADDITION TO THE WRITTEN CONTENT, FOUR EXPERT INTERVIEWS WERE UPLOADED TO THE SITE IN 2024, FEATURING KEY DECISIONMAKERS FROM THE UNITED STATES, GERMANY, AND ESTONIA. TEN ADDITIONAL INFOGRAPHICS ACCOMPANIED THE TOPICS IN 2024, AND TWO NEW INFOGRAPHIC MODULES WERE LAUNCHED: TREE MAPS AND CHOROPLETH MAPS. FRANCO-GERMAN ROUNDTABLE, BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 25, 2024): THE BERTELSMANN FOUNDATION HOSTED A ROUNDTABLE ON FRANCO-GERMAN APPROACHES TO DEMOCRACY AND ELECTIONS. COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS AND CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS, ORGANIZED AND MODERATED THE EVENT, TONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, GAVE OPENING INTRODUCTIONS, AND EXTERNAL GUESTS PASCAL CONFAVREUX FROM THE FRENCH EMBASSY AND RAINER BREUL FROM THE GERMAN EMBASSY GAVE REMARKS. TOPICS COVERED INCLUDED THE EUROPEAN ELECTION RESULTS, EFFORTS TO FIGHT MISINFORMATION AND DISINFORMATION, AND VOTER TURNOUT. TRANSATLANTIC FORESIGHT LAB (RANGE)THE BERTELSMANN FOUNDATION, IN PARTNERSHIP WITH THE BERTELSMANN STIFTUNG, CONTINUED ITS JOINT WORK IN THE TRANSATLANTIC FORESIGHT LAB IN 2024. THIS PROJECT HAS TWO DISTINCT, BUT RELATED, ELEMENTS: TO IDENTIFY FUTURE CHALLENGES IN THE EURO-AMERICAN POLICY AGENDA AND TO PRESCRIBE PROACTIVE SOLUTIONS TO ADDRESS THE COMING CHALLENGES. THE FIRST ELEMENT IS RANGE (REASSESSING ASSUMPTIONS IN A NEW GEOSTRATEGIC ENVIRONMENT), AN ONLINE PLATFORM THAT CREATES A CROWD-SOURCED FORECASTING FUNCTION TO PREDICT WHAT LIES AHEAD. THIS YEAR THE PROJECT SCALED UP ITS ACTIVE USER BASE OF FORECASTERS TO OVER 1100. THIS RESULTED IN SEVERAL THOUSAND FORECASTS THAT SERVE AS BENCHMARKS AND DATA POINTS FOR THE OFFICIAL POLICYMAKING PROCESSES IN BRUSSELS AND WASHINGTON. THE FORECASTING WORK ONLINE WAS EXPANDED THIS YEAR TO IN-PERSON WORKSHOPS WITH MINISTRIES OF FOREIGN AFFAIRS IN MADRID, BERLIN AND ATHENS, AND STUDENT TRAINING SESSIONS IN UNIVERSITIES IN THE US AND EU.THE SECOND ELEMENT, THE TRANSATLANTIC EXPERT WORKING GROUP, MET IN BRUSSELS AND BERLIN IN 2024 TO CONTINUE DRAFTING PAPERS FOR A FINAL REPORT LOOKING AT TRANSATLANTIC GUARDRAILS AHEAD OF THE 2024 US AND EU ELECTIONS. IN ADDITION TO THE GROUP DISCUSSIONS, EXPERTS ATTENDED A FULL PROGRAM OF BILATERAL MEETINGS AT THE GERMAN FOREIGN OFFICE AND WITH OFFICIALS IN THE EU COMMISSION.TRANSATLANTIC BRIDGE CONFERENCE, INSTITUTO EMPRESA, MADRID, SPAIN (MARCH 12, 2024): IE UNIVERSITY, YALE UNIVERSITY, SCIENCE PO, AND JOHNSON HOPKINS HOSTED THE TRANSATLANTIC BRIDGE CONFERENCE AT THE IE CAMPUS IN MADRID. THE BERTELSMANN FOUNDATION WAS ALSO A FINANCIAL CO-SPONSOR OF THE EVENT. THE FULL DAY OF SESSIONS WAS LED BY BFNA'S TONY SILBERFELD, ALONG WITH ADAM SIEGEL OF CULTIVATE LABS, BUILT AROUND THE RANGE FORECASTING PLATFORM. THE ASSEMBLED GROUP OF 30 TRANSATLANTIC EXPERTS COMPLETED THE FULL LIFE CYCLE OF SCENARIO PLANNING THROUGH DECOMPOSITION ON A VARIETY OF GEOPOLITICAL TOPICS. THIS GATHERING WILL RESULT IN FOUR POLICY BRIEFS AND FORECASTING QUESTIONS THAT WILL BE FEATURED DURING THE SECOND LEG OF THE CONFERENCE, WHICH WILL BE HELD IN BOLOGNA, JUNE 2024. RANGE PRESENTATION, SPANISH MINISTRY OF FOREIGN AFFAIRS, MADRID, SPAIN (MARCH 14, 2024): THE BERTELSMANN FOUNDATION PRESENTED ITS CROWD SOURCED FORECASTING PLATFORM, RANGE, AT A MEETING OF THE FORESIGHT UNIT IN THE SPANISH MINISTRY OF FOREIGN AFFAIRS. LED BY BFNA'S TONY SILBERFELD, ALONGSIDE ALVARO IMBERNN, DIRECTOR OF FORESIGHT AT THE MINISTRY, THE PRESENTATION AND SUBSEQUENT DISCUSSION EXPLORED WAYS IN WHICH THE RANGE CROWD CAN BE USED AS A BENCHMARKING TOOL FOR THE MINISTRY'S OWN FORECASTING CAPABILITY. THE GROUP WILL MEET AGAIN IN THE COMING WEEKS TO DISCUSS SPECIFIC QUESTIONS TO BE INCLUDED ON THE PLATFORM, AND COMMITTED TO PARTICIPATING IN THE BERTELSMANN FORESIGHT CONFERENCE IN MAY.INTERACTIVE RANGE SESSION, UNIVERSIDAD DE MADRID COMPLUTENSE, MADRID, SPAIN (MARCH 14, 2024): THE BERTELSMANN FOUNDATION FACILITATED A RANGE INTERACTIVE FORECASTING AND TRAINING SESSION WITH EU FOREIGN POLICY AND TRANSATLANTIC STUDENTS AT THE UNIVERSIDAD DE MADRID COMPLUTENSE (UCM). DURING THE TWO-HOUR SESSION, BFNA'S TONY SILBERFELD LED STUDENTS THROUGH THE HISTORY AND METHODOLOGY OF CROWD-SOURCED FORECASTING, BEFORE LAUNCHING INTO A LIVE FORECASTING SESSION ON THE OUTCOME OF THE U.S. GENERAL ELECTION. IN ADDITION TO MAKING LIVE FORECASTS, STUDENTS WERE PRESSED TO DEFEND THEIR PREDICTIONS AND CONSIDER VARIABLES THAT WOULD CHANGE THEIR ASSESSMENTS.INTERACTIVE RANGE SESSION, INSTITUTE EMPRESA UNIVERSITY, MADRID, SPAIN (MARCH 14, 2024): THE BERTELSMANN FOUNDATION FACILITATED A RANGE INTERACTIVE FORECASTING AND TRAINING SESSION WITH EU FOREIG
DIRECT CHARITABLE ACTIVITY (CONTINUED) FORM 990-PF, PART VIII-A UNITED KINGDOM PERISCOPE LAUNCH, BRITISH HOUSE OF PARLIAMENT, LONDON, UK (MAY 14, 2024): THE BERTELSMANN FOUNDATION AND THE FOREIGN POLICY CENTRE LAUNCHED THE TRANSATLANTIC PERISCOPE'S US-UK MODULE AT AN EVENT IN THE BRITISH HOUSE OF PARLIAMENT. AN INTRODUCTION TO THE PERISCOPE WAS FOLLOWED BY A PANEL DISCUSSION ON THE STATE OF US-UK RELATIONS AS WE APPROACH ELECTIONS IN BOTH COUNTRIES THIS AUTUMN. THE DISCUSSION, MODERATED BY HOUSE OF LORDS PEER BARONESS NORTHOVER, FEATURED TONY SILBERFELD FROM THE BERTELSMANN FOUNDATION, PRESHANT RAO OF SEMAFOR, LOIS TOOLE FROM THE COALITION FOR GLOBAL PROSPERITY, AND THOMAS EASON OF ASTON UNIVERSITY. THE EVENT CONCLUDED WITH AN EXTENDED Q&A WITH THE AUDIENCE.2024 TRANSATLANTIC PERISCOPE SUMMIT, BRUSSELS, BELGIUM (MAY 16, 2024): THE BERTELSMANN FOUNDATION AND EGMONT INSTITUTE CO-HOSTED THE SECOND ANNUAL TRANSATLANTIC PERISCOPE SUMMIT IN BRUSSELS, BELGIUM. CURATION FROM ACROSS THE EUROPEAN UNION AND UK GATHERED FOR A FULL-DAY PROGRAM TO DISCUSS THE CURRENT STATE OF THE PERISCOPE AND PLANS FOR THE PLATFORM GOING FORWARD. IN ADDITION TO THE DISCUSSIONS OF THE TECHNICAL AND OUTREACH ASPECTS OF THE PROJECT, PARTNERS PROVIDED DETAILED BRIEFINGS ON THE UPCOMING EU ELECTIONS AND WERE BRIEFED ON THE STATE OF TRANSATLANTIC RELATIONS BY STEVEN EVERTS, EXECUTIVE DIRECTOR OF THE EUROPEAN UNION INSTITUTE FOR SECURITY STUDIES.TRANSATLANTIC PERISCOPE WEBINAR: CENTRE FOR LIBERAL STRATEGIES BRIEFING ON THE AFTERMATH OF THE BULGARIAN NATIONAL ELECTIONS (JULY 24, 2024): THE BERTELSMANN FOUNDATION HOSTED AN INTERNAL WEBINAR FOR CURATORS OF THE TRANSATLANTIC PERISCOPE PROJECT. THE BRIEFING WAS MODERATED BY SARA LEMING, RESEARCH ANALYST, AND WAS LED BY ANNA GANEVA AND KALOYAN VALCHEV FROM THE CENTRE FOR LIBERAL STRATEGIES. BOTH COLLEAGUES PROVIDED AN INFORMATIVE PRESENTATION ON THE PRIORITIES OF THE ELECTION AND EXPLAINED THE OUTCOMES OF EACH MAJOR POLITICAL PARTY. THE PRESENTATION WAS FOLLOWED BY A Q&A DISCUSSION. THE WEBINAR WAS ATTENDED BY PERISCOPE PARTNERS IN GREECE, POLAND, CYPRUS, CROATIA, GERMANY, BELGIUM, AND THE UNITED KINGDOM.PERISCOPE PARTNER BRIEFING: PROJECT 2025 (WEBINAR) (SEPTEMBER 18, 2024): THE BERTELSMANN FOUNDATION HOSTED AN ONLINE WEBINAR TO BRIEF TRANSATLANTIC PERISCOPE PARTNERS ON THE HERITAGE FOUNDATION'S PROJECT 2025, AND ITS IMPACT ON THE US ELECTIONS. THE SESSION WAS MODERATED BY BFNA'S TONY SILBERFELD AND FEATURED A PRESENTATION FROM BRANDON BOHRN FROM THE BERTELSMANN STIFTUNG. FOLLOWING THE PRESENTATION, THE AUDIENCE OF 15 COLLEAGUES FROM PERISCOPE PARTNER ORGANIZATIONS ACROSS EUROPE PARTICIPATED IN A Q&A SESSION.TRANSATLANTIC PERISCOPE: U.S. ELECTION POST-MORTEM (VIRTUAL) (NOVEMBER 11, 2024): THE BERTELSMANN FOUNDATION HOSTED A WEBINAR WITH FOR THE TRANSATLANTIC PERISCOPE PARTNER NETWORK TO PROVIDE INSIGHTS AND ANALYSIS ON THE RESULTS ON THE U.S. ELECTIONS. THE ONLINE EVENT KICKED OFF WITH BFNA'S TONY SILBERFELD WHO PROVIDED A PRESENTATION OF THE RESULTS AT THE NATIONAL, STATE AND LOCAL LEVELS AND AN ANALYSIS OF WHAT'S TO COME. SCOTT LUCAS FROM THE CLINTON INSTITUTE AT THE UNIVERSITY COLLEGE DUBLIN FOLLOWED WITH AN EXAMINATION OF THE PROSPECTS FOR TRANSATLANTIC COOPERATION UNDER A NEW TRUMP ADMINISTRATION. THE EVENT CONCLUDED WITH AN OPEN Q&A WITH THE AUDIENCE, WHICH COVERED A RANGE OF TOPICS INCLUDING ECONOMIC POLICY, RELATIONS WITH CHINA, AND THE FUTURE OF THE MIDDLE EAST.TRANSATLANTIC PERISCOPE LAUNCH: U.S.-SWEDEN MODULE, STOCKHOLM, SWEDEN (NOVEMBER 14, 2024): THE BERTELSMANN FOUNDATION AND THE STOCKHOLM FREE WORLD FORUM (SFWF) CO-HOSTED AN EVENT TO LAUNCH THE U.S.-SWEDEN MODULE OF THE TRANSATLANTIC PERISCOPE. THE ROUNDTABLE, MODERATED BY SFWF EXECUTIVE DIRECTOR ANNA RENNEUS GUTHRIE, KICKED OFF WITH A PRESENTATION BY BFNA'S TONY SILBERFELD ON THE PURPOSE AND FUNCTIONS OF THE TRANSATLANTIC PERISCOPE. THE PRESENTATION WAS FOLLOWED BY A PANEL DISCUSSION ON THE FUTURE OF THE U.S.-SWEDEN RELATIONS IN THE AFTERMATH OF THE U.S. ELECTIONS ALSO FEATURING SFWF SENIOR FELLOW PATRIK OKSANEN AND THE WILSON CENTER'S JASON MOYER. FOLLOWING THE PANEL DISCUSSION, THE AUDIENCE ENGAGED ONLINE AND IN PERSON IN A LIVELY Q&A ON THE FUTURE OF NATO, THE COMPOSITION OF THE TRUMP NATIONAL SECURITY TEAM, AND THE PROSPECTS FOR ECONOMIC COOPERATION BETWEEN THE U.S. AND SWEDEN.TRANSATLANTIC PERISCOPE LAUNCH: U.S.-HUNGARY MODULE, BUDAPEST, HUNGARY (DECEMBER 11, 2024): THE BERTELSMANN FOUNDATION AND POLITICAL CAPITAL CO-HOSTED A LAUNCH EVENT FOR THE U.S.-HUNGARY MODULE OF THE TRANSATLANTIC PERISCOPE IN BUDAPEST. THE EVENT COMMENCED WITH AN INTRODUCTION TO THE PERISCOPE PROJECT BY POLITICAL CAPITAL'S PRESIDENT PETER KREKO AND THE BERTELSMANN FOUNDATION'S TONY SILBERFELD. THE PROCEEDINGS THEN SHIFTED TO A ROUNDTABLE DISCUSSION INCLUDING DIPLOMATS, JOURNALISTS, AND PRACTITIONERS FROM THE NGO COMMUNITY FOR A CONVERSATION ON THE IMPLICATIONS OF THE AMERICAN ELECTIONS ON THE FUTURE OF U.S.-HUNGARY RELATIONS. THE DISCUSSION WAS LED BY KREKO AND SILBERFELD AND WAS FOLLOWED BY A LIVELY Q&A SESSION WITH THE ATTENDEES.U.S. ELECTION SERIESIN 2024, THE BERTELSMANN FOUNDATION CREATED A SERIES OF EXPLANATORY AND ANALYTICAL CONTENT TO HELP EXPLAIN THE US ELECTIONS TO AN AUDIENCE IN THE US, EUROPE AND BEYOND, MADE AVAILABLE AT OUR ONLINE ELECTION HUB. RECOGNIZING THE IMMENSE IMPORTANCE FOR THE NATION AND THE GLOBAL COMMUNITY, THE PLATFORM OFFERED A DIVERSE ARRAY OF EDUCATIONAL MULTIMEDIA RESOURCES AIMED TO PROVIDE ESSENTIAL INFORMATION FOR COMPREHENDING THE PRIMARY SEASON, THE GENERAL ELECTION, AND THE POST-ELECTION TRANSITION. THE PLATFORM SERVES AS A COMPREHENSIVE RESOURCE, OFFERING PODCASTS, BLOGS, VLOGS, INFOGRAPHICS, AND EXPLANATORY ANIMATIONS. IT CATERS TO STUDENTS, JOURNALISTS, DIPLOMATS, THE POLICYMAKING COMMUNITY, AND THE PUBLIC.THE WORK POSTED TO THE ELECTION HUB ONLINE YIELDED DOZENS OF OPPORTUNITIES FOR IN-PERSON BRIEFINGS, ROUNDTABLES, AND FORECASTING WORKSHOPS RELATED TO HELPING OUR AUDIENCE BETTER UNDERSTAND THE PROCESS AND IMPLICATIONS OF THESE ELECTIONS.TRANSATLANTIC EXPERT GROUP BRIEFING ON U.S. ELECTIONS, BERTELSMANN STIFTUNG, BERLIN, GERMANY (APRIL 16, 2024): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, CONDUCTED A BRIEFING ON THE U.S. ELECTIONS FOR THE TRANSATLANTIC EXPERT GROUP MEETING AT THE BERTELSMANN STIFTUNG IN BERLIN, GERMANY. THE PARTICIPANTS CONSISTED OF SENIOR POLICY EXPERTS FROM THE U.S. AND EUROPE. THE PRESENTATION DELVED INTO OPINION POLLING ON THE STATE OF U.S. DEMOCRACY LEADING INTO THE GENERAL ELECTION, A LOOK INTO THE DRIVING ISSUES IN KEY PRIMARY STATES SUCH AS IOWA, SOUTH CAROLINA, AND GEORGIA, AS WELL AS GENERAL ELECTION TRENDS SUCH AS LOW VOTER TURNOUT AND DISSATISFACTION WITH THE MAJOR PARTY CANDIDATES. THE PRESENTATION CONCLUDED WITH A SHORT OVERVIEW OF WHAT TO EXPECT FROM A SECOND BIDEN OR TRUMP TERM, AND SEGUED INTO A DISCUSSION ON FOREIGN AND DOMESTIC POLICY CONCERNS, YOUTH VOTER ATTITUDES, AND THE IMPACT OF THE U.S. ELECTION ON TRANSATLANTIC RELATIONS.U.S. ELECTIONS OVERVIEW FOR VISITING DELEGATION OF EUROPEAN PARLIAMENT STAFFERS, BERTELSMANN FOUNDATION, WASHINGTON, DC (JUNE 27, 2024): COURTNEY FLYNN MARTINO, SENIOR MANAGER OF TRANSATLANTIC RELATIONS, CHLOE LADD, MANAGER OF TRANSATLANTIC RELATIONS, MARSHALL REID, SENIOR MANAGER OF U.S.-EU-ASIA DYNAMICS, AND SAMUEL GEORGE, GLOBAL MARKETS AND DIGITAL ADVISER, HOSTED A DELEGATION OF 12 EUROPEAN PARLIAMENT STAFFERS AND THREE MEMBERS OF THE EUROPEAN PARLIAMENT LIAISON OFFICE FOR A BRIEFING ON THE 2024 U.S. ELECTIONS. BERTELSMANN STAFF OPENED THE PRESENTATION WITH AN OVERVIEW OF THE FOUNDATION'S WORK, HIGHLIGHTING THE DEMOCRACY PROJECT, DOCUMENTARY WORK, DIGITAL PLATFORMS, AND REGIONAL RESEARCH PORTFOLIOS. COURTNEY FLYNN MARTINO THEN PRESENTED ON THE 2024 U.S. ELECTIONS FOR THE DELEGATION, WITH AN EMPHASIS ON VOTER ENGAGEMENT, KEY TRENDS, AND DRIVING CAMPAIGN ISSUES. FOLLOWING THE PRESENTATION, PARTICIPANTS DISCUSSED THE U.S. ECONOMY, MIGRATION AND IMMIGRATION, AND HOW TO ENGAGE YOUNGER VOTERS. PROJECT 2025 WEBINAR BRIEFING (AUGUST 1, 2024): THE BERTELSMANN FOUNDATION HOSTED A WEBINAR BRIEFING FOR EU DIPLOMATS ON PROJECT 2025, THE HERITAGE FOUNDATION'S MANDATE FOR LEADERSHIP FOLLOWING THE NEXT US PRESIDENTIAL ELECTION. THE DISCUSSION WAS MODERATED BY BFNA'S TONY SILBERFELD AND FEATURED PRESENTATIONS FROM CATHRYN CLUVER ASHBROOK, SENIOR ADVISER FROM THE BERTELSMANN STIFTUNG, AND BRANDON BOHRN, PROJECT MANAGER AT THE STIFTUNG'S EUROPE'S FUTURE PROGRAM. FOLLOWING A DISCUSSION ON THE DETAILS OF PROJECT 2025, THE AUDIENCE REPRESENTING 19 EU MEMBER STATES ENGAGED IN A Q&A SESSION WITH THE SPEAKERS. THIS EVENT WAS PART OF BFNA'S ONGOING WORK ON THE 2024 US ELECTION.ELECTION DISINFORMATION ROUNDTABLE, BERLIN, GERMANY (SEPTEMBER 22, 2024): THE BERTELSMANN FOUNDATION'S EXECUTIVE DIRECTOR IRENE BRAAM MODERATED A ROUNDTABLE DINNER IN BERLIN TO DISCUSS THE IMPACT OF DISINFORMATION ON THE U.S. ELECTIONS. THE CONVERSATION KICKED OFF WITH OPENING REMARKS BY RENEE DIRESTA, FORMER RESEARCH DIRECTOR OF THE STANFORD INTERNET OBSERVATORY, AND DAVID BECKER, FOUNDER OF THE CENTER FOR ELECTION INNOVATION AND RESEARCH. FOLLOWING THESE COMMENTS WAS A FACILITATED DISCUSSION WITH REPRESENTATIVES FROM THE GERMAN GOVERNMENT, THINK TANKS AND JOURNALISTS. U.S. ELECTIONS BRIEFING FOR FREIBURG BUSINESS DELEGATION, DELEGATION OF GERMAN INDUSTRY AND COMMERCE, WASHINGTON, DC (SEPTEMBER 30, 2024): BFNA SENIOR MANAGER OF US-EU-ASIA DYNAMICS MARSHALL REID SPOKE WITH A DELEGATION OF GOVERNMENT AND BUSINESS OFFICIALS FROM THE GERMAN CITY OF FREIBURG ABOUT THE UPCOMING US ELECTION. THE EVENT WAS HOSTED BY THE DELEGATION OF GERMAN INDUSTRY AND COMMERCE IN WASHINGTON, DC, AND ALSO INCLUDED SPEAKERS FROM THE GERMAN EMBASSY TO THE UNITED STATES AND THE AMERICAN-GERMAN INSTITUTE. DURING THE PRESENTATION, MARSHALL BRIEFED PARTICIPANTS ON THE PRESIDENTIAL CANDID

TY 2024 LandEtcSchedule2
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & EQUIPMENT 500,530 500,530 0  
HARDWARE & SOFTWARE 374,031 354,099 19,932 19,932
WEBSITE 396,338 351,915 44,423 44,423


TY 2024 OtherExpensesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARKETING AND ADVERTISING 474,540 0 0 474,539
MISCELLANEOUS - OPERATING EXP 78,677 0 0 78,677
EVENT EXPENSES 60,551 0 1,462 60,864
OFFICE EXPENSES 43,561 0 3,670 39,891
REPAIRS AND MAINTENANCE 28,382 0 0 28,382
INSURANCE 25,447 0 0 25,447
EQUIPMENT AND SUPPLIES 24,731 0 0 24,731
TELECOMMUNICATIONS 23,277 0 0 23,277
PRINTING AND PUBLICATIONS 20,926 0 0 20,926
MEDIA (SUBSCRIPTION) 16,297 0 0 16,297
HONORARIA 4,000 0 0 4,000
POSTAGE AND SHIPPING 2,999 0 0 2,999
TRANSLATIONS 2,416 0 0 2,416
STAFF DEVELOPMENT 1,349 0 0 1,349
BANK CHARGES 1,086 0 0 1,086


TY 2024 OtherIncomeSchedule2
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DOMESTIC OUTREACH AND CLIMATE TALKS 28,000   28,000


TY 2024 OtherProfessionalFeesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL PROCESSING 3,103 0 0 3,103
COMPUTER NETWORKING & TELECOMM 37,038 0 0 37,038
COMPUTER SUPPORT & MAINTENANCE 39,996 0 0 39,996
CONSULTANTS 10,000 0 0 10,000
WEB SUPPORT 982 0 0 982
OTHER PROFESSIONAL FEES 252,996 0 0 252,996
STAFF CONSULTING & PLACEMENT 40,000 0 0 40,000


TY 2024 TaxesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES - REAL ESTATE 82,973 0 0 82,973