Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
WASHINGTON
State or province
DC
Country  
ZIP or foreign postal code
20036
A Employer identification number

71-1048702
B Telephone number (see instructions)

2023841980
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,641,398J 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) 2,509,398
2 Check .................
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
85,000 0 85,000
12 Total. Add lines 1 through 11........ 2,594,398 0 85,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 398,999 0 0 398,999
14 Other employee salaries and wages...... 1,107,193 0 0 1,070,859
15 Pension plans, employee benefits....... 249,371 0 0 233,553
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,891 0 0 32,891
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
423,600 0 0 423,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
85,153 0 0 85,153
19 Depreciation (attach schedule) and depletion... 74,108 0 0
20 Occupancy.............. 7,676 0 0 6,936
21 Travel, conferences, and meetings....... 410,055 0 0 410,055
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
705,594 0 0 705,594
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,494,640 0 0 3,367,640
25 Contributions, gifts, grants paid....... 54,000 136,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,548,640 0 0 3,504,140
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -954,242
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 85,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 2,362,362 1,438,143 1,438,143
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 106,031 169,969 169,969
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 1,313,938
Less: accumulated depreciation (attach schedule) 1,280,652 64,355 Click to see attachment
List of Attached Documents:
// Content
33,286 		33,286
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,532,748 1,641,398 1,641,398
Liabilities 17 Accounts payable and accrued expenses.......... 138,168 191,060
18 Grants payable.................    
19 Deferred revenue.................   10,000
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 138,168 201,060
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,394,580 1,440,338
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 2,394,580 1,440,338
30 Total liabilities and net assets/fund balances (see instructions). 2,532,748 1,641,398
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
2,394,580
2
Enter amount from Part I, line 27a .....................
2
-954,242
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,440,338
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,440,338
Form 990-PF (2025)
Form 990-PF (2025)
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 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 2025 estimated tax payments and 2024 overpayment credited to 2025 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....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
DC
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 2025 or the taxable year beginning in 2025? 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 addressWWW.BFNA.ORG
14
The books are in care ofFAITH GRAY Telephone no. (202) 384-1980

Located at1108 16TH STREET NWWASHINGTONDC ZIP+420036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		345,096 53,903 0
1108 16TH STREET NW
WASHINGTON,DC20036
MARKUS DOHLE 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 		225,007 59,134 0
1108 16TH STREET NW
WASHINGTON,DC20036
ANTHONY SILBERFELD TRANSATLANTIC REL DR
35.00 		219,809 45,436 0
1108 16TH STREET NW
WASHINGTON,DC20036
SAMUEL PUTTER-GEORGE GLOBAL/DIGITAL ADVIS
35.00 		134,724 32,068 0
1108 16TH STREET NW
WASHINGTON,DC20036
COURTNEY FLYNN MARTINO TRANS. RELATIONS ASS
35.00 		96,716 19,476 0
1108 16TH STREET NW
WASHINGTON,DC20036
DAVID MARSHALL REID TRANS. RELATIONS SR.
35.00 		85,998 17,046 0
1108 16TH STREET NW
WASHINGTON,DC20036
Total number of other employees paid over $50,000................... 4
Form 990-PF (2025)
Form 990-PF (2025)
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
SQUIRRO AMERICAS INC WEB DEVELOPMENT 95,700
902 BROADWAY
NEW YORK,NY10010
THEOHARIS MANAGEMENT BLDG OPER. EXP. & CONDO INSURANCE 78,357
5724 GENERAL WASHINGTON DRIVE
ALEXANDRIA,VA22312
CULTIVATE LABS AKA FLYOVERWORKS INC WEB DEVELOPMENT 71,344
447 HIGHCREST DRIVE
WILMETTE,IL60091
ANDREW KEEN PRODUCTIONS VIDEO PRODUCTION 63,578
170 UPPER TERRACE
SAN FRANCISCO,CA94117
Total number of others receiving over $50,000 for professional services.............right arrow0
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 (2025) FOR FURTHER INFORMATION. 1,891,543
2 TRANSATLANTIC RELATIONS - SEE ATTACHED BERTELSMANN FOUNDATION PROJECT SUMMARIES (2025) FOR FURTHER INFORMATION. 1,550,861
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
2,489,614
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,489,614
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
2,489,614
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,344
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,452,270
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
122,614
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (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, line 26, column (d) ..........
1a
3,504,140
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
43,040
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
3,547,180
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, 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 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		 
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
85,000 1,943 0 0 86,943
b 85% (0.85) of line 2a ....... 72,250 1,652 0 0 73,902
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		3,547,180 3,209,866 3,013,663 3,115,400 12,886,109
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		136,500 30,000 0 0 166,500
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		3,410,680 3,179,866 3,013,663 3,115,400 12,719,609
3 Complete 3a, 3b, or 3c 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 .. 		81,743 83,130 73,226 70,741 308,840
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 AMERICAN PARTNERSHIP PROGRAM

30 IRVING PLACE
NEW YORK,NY10003 		N/A   SUPPORT THE GERMAN AMERICAN PARTNERSHIP PROGRAM SCHOOL EXCHANGE PROGRAM 15,000

HARVARD UNIVERSITY

1033 MASSACHUSETTS AVE 3RD FL
CAMBRIDGE,MA02138 		N/A   SUPPORT HARVARD'S 2025 GERMAN-AMERICAN CONFERENCE 10,000

HARVARD UNIVERSITY

1033 MASSACHUSETTS AVE 3RD FL
CAMBRIDGE,MA02138 		N/A   SUPPORT HARVARD'S EUROPEAN CONFERENCE 7,500

WORLD AFFAIRS COUNCIL

325 NORTH ST PAUL STREET SUITE 400
DALLAS,TX75201 		N/A   SUPPORT IN PERSON SPEAKING EVENT 4,000

ASPEN MINISTERS FORUM

2300 N STREET NW SUITE 700
WASHINGTON,DC20037 		N/A   SUPPORT THE ASPEN MINISTERS FORUM BERLIN CONFERENCE 100,000
Total ................................. 3a 136,500
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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         85,000
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 85,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,000
(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 THE BERTELSMANN FOUNDATION (NORTH AMERICA), INC., ESTABLISHED IN 2008, WAS CREATED TO PROMOTE AND STRENGTHEN THE TRANSATLANTIC RELATIONSHIP. THROUGH RESEARCH, ANALYSIS, FORUMS, AND AUDIOVISUAL AND MULTIMEDIA CONTENT, WE SEEK TO EDUCATE AND ENGAGE OUR AUDIENCE ON THE MOST PRESSING ECONOMIC, POLITICAL, AND SOCIAL CHALLENGES FACING THE UNITED STATES AND EUROPE. IN 2025, THE FOUNDATION CARRIED OUT TWO TOWN HALL PROJECTS WITH THE GERMAN EMBASSY. THE PURPOSE OF THE PROJECT WAS TO STRENGTHEN GERMAN DIPLOMATS' UNDERSTANDING OF AMERICAN POLITICAL AND ECONOMIC DYNAMICS ON THE LOCAL LEVEL, OUTSIDE OF WASHINGTON, D.C., AND EXPLORE OPPORTUNITIES FOR FUTURE GERMAN-AMERICAN ENGAGEMENT AND COLLABORATION. GERMAN EMBASSY STAFF MET WITH A WIDE RANGE OF STAKEHOLDERS, FROM STATE-LEVEL OFFICIALS AND ACADEMICS TO ENTREPRENEURS AND COMMUNITY DEVELOPMENT ORGANIZATIONS.
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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

$ 2,509,398


(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 2025 AccountingFeesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & AUDITING 32,891 0 0 32,891

TY 2025 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 2025 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 $779COMPUTER SOFTWARE $30,079LEASEHOLD IMPROVEMENTS $43,250 ---------DEPRECIATION EXPENSE $74,108 =====
DIRECT CHARITABLE ACTIVITY FORM 990-PF, PART VIII-A ADMINISTRATION (CC 100, 110, 120)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 2025, SEASON SIX, INCLUDED PODCASTS EPISODES EXPLORING THE SHIFTING NATURE OF TRUST IN DEMOCRACY, TRADITIONAL INSTITUTIONS, MEDIA AND LEADERS. THROUGH CONVERSATIONS WITH EXPERTS, ADVOCATES, AND CHANGEMAKERS, THE SEASON EXPLORED HOW TRUST IS ERODING AND WHAT IT WILL TAKE TO MAKE TRUST A FOUNDATIONAL VALUE IN 21ST CENTURY DEMOCRACY. THE SEASON FEATURED INTERVIEWS WITH FRANCIS FUKUYAMA, DEREK LEEBAERT, CYNTHIA MILLER-IDRISS, RICHARD KREITNER AND OTHERS.LEADERSHIP IN ACTIONIN 2025, THE BERTELSMANN FOUNDATION PARTNERED WITH THE ASPEN MINISTERS FORUM TO COMPLETE THE FOURTH SEASON OF ITS JOINT ANIMATED VIDEO SERIES CALLED LEADERSHIP IN ACTION, WHICH LEVERAGES THE EXPERIENCE OF FORMER GOVERNMENT OFFICIALS DURING TIMES OF INTENSE LEADERSHIP. SEASON FOUR FEATURED MARWAN MUASHER DISCUSSING HIS EXPERIENCE AS THE FIRST JORDANIAN AMBASSADOR TO ISRAEL, AND SOUTH KOREAN FOREIGN MINISTER KANG KYUNG-WHA DISCUSSING DIFFICULT NEGOTIATIONS WITH INTERNATIONAL RIVALS. SIPRI HOSTS LEADERSHIP IN ACTION EVENT, STOCKHOLM, SWEDEN (FEBRUARY 17, 2025): THE STOCKHOLM INTERNATIONAL PEACE RESEARCH INSTITUTE (SIPRI) HOSTED AN EVENT FEATURING AN EPISODE OF LEADERSHIP IN ACTION, PRODUCED BY THE BERTELSMANN FOUNDATION AND IN PARTNERSHIP WITH THE ASPEN INSTITUTE. FOLLOWING OPENING REMARKS FROM SIPRI'S DIRECTOR DAN SMITH AND A SCREENING OF THE EPISODE ON INTERNATIONAL CONFLICT RESOLUTION, BFNA'S TONY SILBERFELD LED A ONE-ON-ONE CONVERSATION WITH THE EPISODE'S INTERVIEWEE, FORMER SWEDISH FOREIGN MINISTER JAN ELIASSON. THE EVENT CONCLUDED WITH A Q&A SESSION WITH AN AUDIENCE COMPRISED OF THE DIPLOMATIC, ACADEMIC, NGO AND THINK TANK COMMUNITIES IN STOCKHOLM.LEADERSHIP IN ACTION: STOCKHOLM FORUM, STOCKHOLM, SWEDEN (MAY 13, 2025): THE BERTELSMANN FOUNDATION AND THE ASPEN MINISTERS FORUM FEATURED THEIR LEADERSHIP IN ACTION SERIES AT THE 2025 STOCKHOLM FORUM ON PEACE AND DEVELOPMENT. THE PRESENTATION OFFERED THE AUDIENCE OF 400 ATTENDEES A GLIMPSE AT THREE EPISODES FROM THE SERIES THAT CONNECT DIRECTLY TO THE AGENDA OF THE FORUM. THE HIGHLIGHTED EPISODES INCLUDED JAN ELIASSON ON CONFLICT RESOLUTION, FEDERICA MOGHERINI ON NEGOTIATING THE IRAN NUCLEAR DEAL, AND BOBI WINE ON COMBATTING THE DICTATORSHIP IN UGANDA. IN ADDITION TO SCREENING THE EPISODES, BFNA'S TONY SILBERFELD AND ASPEN'S LEAH BITOUNIS ANSWERED AUDIENCE QUESTIONS ABOUT THE MAKING OF THE SERIES AND FUTURE EPISODES.VIDEOS/NO COLLAR ECONOMYIN 2025, THE 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. OVER THE PAST YEAR, THE BERTELSMANN FOUNDATION SCREENED THE DOCUMENTARY FILM LITHIUM RISING: THE RACE FOR CRITICAL MINERALS AT MAJOR LOCATIONS AROUND THE WORLD, INCLUDING POLICY CENTERS, UNIVERSITIES, AND FILM FESTIVALS, AND AUTHORED AN ACCOMPANYING BOOK ON CRITICAL MINERALS. IN ADDITION, THE INITIATIVE EDITED SEVEN SHORT DOCUMENTARY FILMS EXAMINING DIFFERENT ASPECTS OF CRITICAL MINERAL SUPPLY CHAINS. THE PROJECT ALSO GENERATED FILMING FOR TWO NEW DOCUMENTARY PROJECTS FOCUSED ON SUSTAINABILITY IN LOUISIANA. THE PAST YEAR ALSO FEATURED THE NATIONAL PBS BROADCAST OF LOCAL 1196: A STEELWORKERS STRIKE.SCREENING OF TINDERBOX, BELT & ROAD: CHINA IN THE BALKANS, U.S. DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE, WASHINGTON, DC (FEBRUARY 6, 2025): THE BERTELSMANN FOUNDATION SCREENED ITS FILM "TINDERBOX, BELT & ROAD" AT THE U.S. DEPARTMENT OF STATE FOREIGN SERVICE INSTITUTE IN AN EVENT FOR DIPLOMATS AND FOREIGN SERVICE OFFICERS PREPARING TO ASSUME POSTS IN EUROPE. FOLLOWING THE FILM, SAMUEL GEORGE, DIRECTOR OF BERTELSMANN DOCUMENTARIES, JOINED AN ONLINE PANEL WITH FOREIGN SERVICE SPECIALISTS. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN DIRECTLY ENGAGING WITH FRONTLINE POLICYMAKERS IN THE TRANS-ATLANTIC RELATIONSHIP.SCREENING OF LITHIUM RISING, KING'S COLLEGE, LONDON, U.K. (FEBRUARY 12, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT KING'S COLLEGE LONDON. THE EVENT WAS A COLLABORATION BETWEEN THE BERTELSMANN FOUNDATION, THE LAU CHINA INSTITUTE AT KING'S COLLEGE LONDON, AND THE FOREIGN POLICY CENTRE. AFTER THE FILM, KING'S COLLEGE PROFESSOR KONSTANTINOS TSIMONIS MODERATED A PANEL DISCUSSION THAT FEATURED BERTELSMANN FOUNDATION DOCUMENTARIES DIRECTOR SAMUEL GEORGE, FOREIGN POLICY CENTRE SENIOR RESEARCH FELLOW ANNA CHERNOVA, LAU CHINA INSTITUTE LECTURER THOMAS WHITE AND IGOR ROGELJA, ASSOCIATE PROFESSOR IN GLOBAL POLITICS, UCL. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING THE ACADEMIC COMMUNITY AT LEADING UNIVERSITIES AROUND THE GLOBE.SCREENING OF LITHIUM RISING, MUNICH SECURITY CONFERENCE, MUNICH, GERMANY (FEBRUARY 15, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT AN OFFICIAL SIDELINE EVENT OF THE MUNICH SECURITY CONFERENCE. THE EVENT WAS A COLLABORATION BETWEEN THE BERTELSMANN FOUNDATION AND AMERIKAHAUS MUNICH. AFTER THE FILM, BERTELSMANN FOUNDATION DOCUMENTARIES DIRECTOR SAMUEL GEORGE MODERATED A PANEL THAT FEATURED BRIAN KEMP, GOVERNOR OF THE STATE OF GEORGIA, AND JOHANNA SYDOW, HEAD OF THE INTERNATIONAL ENVIRONMENTAL POLICY DIVISION OF THE HEINRICH BLL FOUNDATION. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING THE LEADING POLICY MAKERS AND EXPERTS ON BOTH SIDES OF THE TRANS-ATLANTIC COMMUNITY.SCREENING OF LITHIUM RISING, BERTELSMANN STIFTUNG, BERLIN, GERMANY (FEBRUARY 17, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT THE BERTELSMANN STIFTUNG BUILDING IN BERLIN. AFTER THE FILM, BERTELSMANN STIFTUNG'S PETER WALKENHORST MODERATED A CONVERSATION WITH BERTELSMANN FOUNDATION DOCUMENTARIES DIRECTOR SAMUEL GEORGE. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING THE TRANS-ATLANTIC COMMUNITY ON PRESSING ECONOMIC, GOVERNMENTAL AND SOCIETAL ISSUES.SCREENING OF LITHIUM RISING, DIPLOMATIC ACADEMY, VIENNA, AUSTRIA (FEBRUARY 18, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT THE DIPLOMATIC ACADEMY OF VIENNA. THE EVENT WAS A COLLABORATION BETWEEN THE BERTELSMANN FOUNDATION, THE DIPLOMATIC ACADEMY OF VIENNA, AND THE AUSTRIAN MARSHALL PLAN FOUNDATION. AFTER THE FILM, DIPLOMATIC ACADEMY OF VIENNA PROFESSOR THOMAS ROW LED A CONVERSATION WITH BERTELSMANN FOUNDATION DOCUMENTARIES DIRECTOR SAMUEL GEORGE AND AUSTRIA WIRTSCHAFTSSERVICE TEAM LEAD FOR INDUSTRIAL TRANSITION FUNDING SCHEMES STELLA MITSCHE. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING THE ACADEMIC COMMUNITY AT LEADING UNIVERSITIES AROUND THE GLOBE.SCREENING OF LITHIUM RISING, E STREET CINEMA, WASHINGTON, DC (FEBRUARY 26, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT THE E STREET CINEMA IN WASHINGTON, DC. AFTER THE FILM, AUTHOR AND PODCAST HOST ANDREW KEEN MODERATED A CONVERSATION FEATURING GIULIA SICCARDO, FORMER DIRECTOR AT THE U.S. DEPARTMENT OF ENERGY, JINGJING ZHANG, A LEADING ENVIRONMENTAL LAWYER, AND SAMUEL GEORGE, DIRECTOR OF BERTELSMANN FOUNDATION DOCUMENTARIES. THE EVENT DEMONSTRATED THE BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING THE TRANSATLANTIC COMMUNITY ON PRESSING ECONOMIC, GOVERNMENTAL AND SOCIETAL ISSUES. SCREENING OF GO-GO CITY: DISPLACEMENT & PROTEST IN WASHINGTON, DC, NEW YORK UNIVERSITY MLK SCHOLARS, WASHINGTON, DC (MARCH 24, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "GO-GO CITY: DISPLACEMENT & PROTEST IN WASHINGTON, DC" TO THE NEW YORK UNIVERSITY MARTIN LUTHER KING, JR. SCHOLARS PROGRAM IN WASHINGTON, DC. THE PROGRAM IS DESIGNED FOR NYU FIRST-YEAR STUDENTS WHO HAVE DEMONSTRATED A COMMITMENT TO FURTHERING THE LEGACY OF DR. MARTIN LUTHER KING, JR. THROUGH OUTSTANDING ACADEMIC ACHIEVEMENT, LEADERSHIP, AND COMMITMENT TO CIVIC ENGAGEMENT AND SOCIAL PROGRESS. FOLLOWING THE PROGRAM, THE STUDENTS HAD A CONVERSATION WITH BERTELSMANN FOUNDATION DOCUMENTARIES DIRECTOR DR. SAMUEL GEORGE, WHO DIRECTED THE FILM, AND DR. SABIYHA PRINCE, WHO APPEARS IN THE FILM. THE EVENT DEMONSTRATED BFNA'S IMPACT IN ENGAGING THE NEXT GENERATION OF LEADERS ON TOPICS OF CRITICAL IMPORTANCE TO BOTH THE UNITED STATES AND EUROPE. SCREENING OF LITHIUM RISING, UNIVERSITY OF SAN FRANCISCO, SAN FRANCISCO, CA (APRIL 1, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT THE UNIVERSITY OF SAN FRANCISCO. IN THE AUDIENCE WAS A CROSS SECTION OF STUDENTS MAJORING IN POLICY, ECONOMICS, FILM, AND ENVIRONMENTAL STUDIES. AFTER THE FILM, PROFESSOR DOROTHY KIDD MODERATED A CONVERSATION WITH SAMUEL GEORGE, DIRECTOR OF BERTELSMANN FOUNDATION DOCUMENTARIES. THE EVENT DEMONSTRATED BERTELSMANN FOUNDATION'S IMPACT IN ENGAGING TOP LEVEL UNIVERSITIES ON PRESSING ECONOMIC, GOVERNMENTAL AND SOCIETAL ISSUES.SCREENING OF LITHIUM RISING, DOCUMENTARY FILM INSTITUTE, SAN FRANCISCO, CA (APRIL 3, 2025): THE BERTELSMANN FOUNDATION PRESENTED ITS DOCUMENTARY FILM "LITHIUM RISING: THE RACE FOR CRITICAL MINERALS" AT THE NINTH STREET INDEPENDENT FILM CENTER IN SAN FRANCISCO IN COLLABORATION WITH THE DOCUMENTARY FILM INSTITUTE,
DIRECT CHARITABLE ACTIVITY (CONTINUED) FORM 990-PF, PART VIII-A HARVARD GERMAN AMERICAN CONFERENCE, CAMBRIDGE, MA (NOVEMBER 15, 2025): COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, PARTICIPATED IN THE 2025 GERMAN AMERICAN CONFERENCE ON NOVEMBER 15, WHICH TOOK PLACE AT HARVARD UNIVERSITY'S JOHN F. KENNEDY SCHOOL OF GOVERNMENT. DURING THE CONFERENCE, MS. FLYNN MARTINO RAN A WORKSHOP FOR 30 STUDENTS ON THE BERTELSMANN FOUNDATION'S RANGE FORECASTING PLATFORM, MODERATED THE PANEL "TECH, TRUST, AND TRANSATLANTIC POWER: THE ROLE OF STARTUPS AND BIG TECH IN SECURITY AND DEMOCRACY AND MET WITH SEVERAL STUDENT GROUPS, INCLUDING SCHOLARSHIP HOLDERS OF THE HANS BCKLER FOUNDATION. DURING THE RANGE WORKSHOP, STUDENTS WERE INTERESTED IN LEARNING ABOUT THE SCIENCE OF FORECASTING, HOW TO AVOID PERSONAL BIAS WHEN MAKING PREDICTIONS, AND HOW AI IS INTEGRATED INTO THE PLATFORM. DURING THE PANEL, MAJOR THEMES OF DISCUSSION INCLUDED THE IMPORTANCE OF UPHOLDING DEMOCRATIC NORMS WHEN DEVELOPING DEFENSIVE TECHNOLOGIES, THE NEED FOR EUROPE TO REDUCE DEPENDENCY ON U.S. BIG TECH, AND THE CHALLENGE OF BALANCING SWIFT INNOVATION WITH ETHICAL REGULATION. STUDENTS WERE INTERESTED IN BFNA'S WORK WRIT LARGE, WITH A PARTICULAR EMPHASIS ON BFNA'S DIGITAL PLATFORMS AND U.S.-GERMANY RESEARCH.CITY DIRECTORS FOR INTERNATIONAL AFFAIRS RANGE FORECASTING WORKSHOP, GERMAN MARSHALL FUND WASHINGTON FIELD VISIT, WASHINGTON, DC (DECEMBER 9, 2025): THE BERTELSMANN FOUNDATION AND THE CITIES PROGRAM OF THE GERMAN MARSHALL FUND CO-HOSTED A RANGE DECOMPOSITION WORKSHOP FOR A DELEGATION OF CITY DIRECTORS OF INTERNATIONAL AFFAIRS FROM FIFTEEN CITIES IN EUROPE AND NORTH AMERICA. STEVEN BOSACKER, MANAGING DIRECTOR OF GMF CITIES, KICKED OFF THE WORKSHOP WITH AN OVERVIEW OF THE DELEGATION'S ACTIVITIES DURING THEIR VISITS TO WASHINGTON AND SEATTLE. THE EVENT THEN PIVOTED TO A DECOMPOSITION WORKSHOP FACILITATED BY BFNA'S TONY SILBERFELD AND MARSHALL REID, FOCUSING ON THE QUESTION OF HOW CITIES CAN FILL THE VACUUM IN STRENGTHENING TRANSATLANTIC RELATIONS IN THE ABSENCE OF STRONG NATION-TO-NATION LEADERSHIP AMONG THE ALLIES. THE WORKSHOP INCLUDED SCENARIO BRIEFINGS, SIGNAL IDENTIFICATION, QUESTION PRIORITIZATION, AND LIVE FORECASTING. THE EVENT CONCLUDED WITH AN OVERVIEW OF THE LONG-TERM REPORTING AND FORECAST TRACKING THAT WILL BE PROVIDED BY BFNA TO EACH OF THE PARTICIPATING CITIES IN THIS EXERCISE.TRANSATLANTIC PERISCOPE & PERISCOPE PARTNERS SUMMITTHE BERTELSMANN FOUNDATION ACCELERATED THE SCALING AND PUBLIC ENGAGEMENT PROCESS FOR THE TRANSATLANTIC PERISCOPE, A DIGITAL PLATFORM THAT IDENTIFIES TRENDLINES AND KEY ISSUES THAT DEFINE THE RELATIONSHIPS BETWEEN THE UNITED STATES AND EACH OF THE 27 EU MEMBER STATES (PLUS THE UNITED KINGDOM). IN 2025, THE PERISCOPE ADDED FIVE NEW PARTNER COUNTRIES INCLUDING THE LATVIAN INSTITUTE FOR INTERNATIONAL AFFAIRS (LATVIA), GEOPOLITICS AND SECURITY STUDIES CENTER (LITHUANIA), NEW STRATEGY CENTER (ROMANIA), UNIVERSITY OF MALTA (MALTA) AND CENTRE FOR EUROPEAN PERSPECTIVE (SLOVENIA). THE PERISCOPE CONTINUES TO HONE A STRONG AND ENGAGED NETWORK OF INDIVIDUALS IN BOTH THE U.S. AND EUROPE; IN 2025, 68% OF TRAFFIC TO THE SITE CAME FROM DIRECT OUTREACH OR PARTNER REFERRALS. THE PERISCOPE PROJECT EXPANDED ITS ACTIVITIES OFFLINE IN 2025 IN THREE DISTINCT WAYS. FIRST, THE BERTELSMANN FOUNDATION LEVERAGED THE PERISCOPE NETWORK FOR A SERIES OF EUROPEAN ELECTION BRIEFINGS AND FORESIGHT WORKSHOPS. SECOND, WE GATHERED THE FULL PARTNER NETWORK IN WARSAW, POLAND FOR A PERISCOPE SUMMIT. THIRD, WE HOSTED A VARIETY OF IN-PERSON EVENTS EXPLORING THE BILATERAL RELATIONSHIP BETWEEN THE UNITED STATES IN SELECTED EU MEMBER COUNTRIES AS WELL AS WASHINGTON, DC.TRANSATLANTIC PERISCOPE EVENT, STOCKHOLM FREE WORLD FORUM, STOCKHOLM, SWEDEN (FEBRUARY 18, 2025): THE STOCKHOLM FREE WORLD FORUM (SFWF) HOSTED AN EVENT UNDER THE BANNER OF THE TRANSATLANTIC PERISCOPE FOCUSING ON U.S.-SWEDEN RELATIONS IN THE SECOND TRUMP ADMINISTRATION AND IMPLICATIONS FOR TRANSATLANTIC SECURITY. THE PANEL DISCUSSION WAS MODERATED BY SFWF EXECUTIVE DIRECTOR ANNA GUTHRIE AND FEATURED BFNA'S TONY SILBERFELD, FORMER SWEDISH MEP GUNNAR HOKMARK, AND MINNA ALANDER FROM THE FINNISH INSTITUTE FOR INTERNATIONAL AFFAIRS (ALSO A PERISCOPE PARTNER ORGANIZATION). THE DISCUSSION AND SUBSEQUENT AUDIENCE Q&A DEALT WITH A RANGE OF ISSUES INCLUDING U.S. DOMESTIC POLITICS, THE IMPACT OF DISINFORMATION, THE FUTURE OF NATO, AND WHETHER THE TRANSATLANTIC RELATIONSHIP CAN SURVIVE UNTIL 2029. THIS IS PART OF AN ONGOING SERIES OF EVENTS AND ENGAGEMENTS TO PROMOTE THE TRANSATLANTIC PERISCOPE AND TO DEEPEN OUR RELATIONSHIPS WITH PARTNER INSTITUTIONS.TRANSATLANTIC PERISCOPE BRIEFING ON GERMAN FEDERAL ELECTION (VIRTUAL) (FEBRUARY 27, 2025): ANTHONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, AND COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, HOSTED A WEBINAR ON THE 2025 GERMAN FEDERAL ELECTION FOR THE EUROPEAN THINK TANK NETWORK OF THE TRANSATLANTIC PERISCOPE. PETER WALKENHORST, SENIOR PROJECT MANAGER, BERTELSMANN STIFTUNG, BRIEFED PARTICIPANTS ON HOW SNAP ELECTIONS CAME TO BE IN GERMANY, ANALYZED VOTER DEMOGRAPHICS AND PARTY PERFORMANCE, AND PREVIEWED WHAT TO EXPECT FROM THE NEXT GOVERNMENT. FOLLOWING DR. WALKENHORST'S REMARKS, COURTNEY FLYNN MARTINO MODERATED A QUESTION-AND-ANSWER SESSION WITH PARTICIPANTS. PARTICIPANTS RAISED ISSUES OF YOUTH VOTER POLARIZATION, GERMAN SUPPORT FOR UKRAINE, AND IF THIS NEW GOVERNMENT WILL BE ABLE TO PROVIDE STABILITY AMIDST MAJOR INTERNAL AND EXTERNAL CHALLENGES FACING GERMANY.TRANSATLANTIC PERISCOPE ROUNDTABLE "NATO MEETS AMERICA FIRST: A VIEW FROM SWEDEN", WASHINGTON, DC (MARCH 4, 2025): IRENE BRAAM, EXECUTIVE DIRECTOR, ANTHONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, AND COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, HOSTED A BREAKFAST ROUNDTABLE DISCUSSION WITH ANNA RENNUS GUTHRIE, DIRECTOR OF THE STOCKHOLM FREE WORLD FORUM. THE STOCKHOLM FREE WORLD FORUM IS THE SWEDISH PARTNER FOR THE TRANSATLANTIC PERISCOPE. AFTER OPENING REMARKS FROM IRENE BRAAM AND ANTHONY SILBERFELD, ANNA RENNUS GUTHRIE GAVE AN ASSESSMENT OF SWEDISH PRIORITIES ON SECURITY AND DEFENSE FOLLOWING ITS ACCESSION TO NATO IN 2024 AND IN LIGHT OF RHETORIC FROM THE TRUMP ADMINISTRATION ON TRANSATLANTIC DEFENSE COOPERATION AND SUPPORT FOR UKRAINE. FOLLOWING HER REMARKS, ANTHONY SILBERFELD MODERATED A QUESTION-AND-ANSWER SESSION WITH PARTICIPANTS. PARTICIPANTS RAISED ISSUES OF COORDINATED EUROPEAN DEFENSE POLICY, THE FUTURE OF U.S. SECURITY COLLABORATION, INCREASED SWEDISH INVESTMENT IN ARMAMENTS AND DEFENSE, AND THE ROLE OF PUBLIC SUPPORT FOR UKRAINE IN DICTATING NATIONAL POLICY. TRANSATLANTIC PERISCOPE WEBINAR WITH LIAIA ON AI AND MEDIA (MARCH 7, 2025): ANTHONY SILBERFELD, DIRECTOR OF TRANSATLANTIC RELATIONS, AND COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, ORGANIZED A WEBINAR WITH THE LATVIAN INSTITUTE OF INTERNATIONAL AFFAIRS (LIIA) ENTITLED "ARTIFICIAL INTELLIGENCE IN THE MEDIA: A TOOL FOR SHAPING PUBLIC PERCEPTION OF U.S. FOREIGN POLICY". THE WEBINAR ALSO SERVED AS THE OFFICIAL LAUNCH OF THE U.S.-LATVIA MODULE ON THE TRANSATLANTIC PERISCOPE. ANTHONY SILBERFELD OPENED THE EVENT WITH AN OVERVIEW OF THE PERISCOPE AND TOUR OF THE LATVIA PAGE, HIGHLIGHTING THE VARIETY OF TRUSTED MEDIA SOURCES IN BOTH ENGLISH AND LATVIAN. THE EVENT THEN TURNED TO A DISCUSSION ON THE ROLE OF ARTIFICIAL INTELLIGENCE IN MEDIA AND ITS IMPACT ON POLICY. THE SPEAKERS INCLUDED ANYA SCHIFFRIN, SENIOR LECTURER AT COLUMBIA UNIVERSITY'S SCHOOL OF INTERNATIONAL AND PUBLIC AFFAIRS, UGIS LIBIETIS, A LONGTIME LATVIA RADIO JOURNALIST, AND GUNDARS KULIKOVSKIS, A LATVIAN BUSINESSMAN AND CEO OF ZIPPY VISION. THE CONVERSATION WAS MODERATED BY INGE SPRINGE, FOUNDER OF THE BALTIC CENTER FOR INVESTIGATIVE JOURNALISM. PARTICIPANTS DEBATED THE ROLE OF AI AS A TOOL FOR JOURNALISTS AND WHETHER THE BENEFITS OUTWEIGHED THE RISKS. DESPITE DISAGREEMENT ON THE RESPONSIBILITY OF GOVERNMENT TO REGULATE AI, ALL THE PANELISTS AGREED THAT HUMAN CONNECTION REMAINS ESSENTIAL IN PROMOTING TRUST IN MEDIA.TRANSATLANTIC PERISCOPE U.S. BRIEFING WEBINAR (MARCH 20, 2025): THE BERTELSMANN FOUNDATION HOSTED A TRANSATLANTIC PERISCOPE PARTNER BRIEFING TO FOCUS ON THE IMPACT OF THE SECOND TRUMP ADMINISTRATION ON DOMESTIC AND FOREIGN POLICY AT THE TWO-MONTH MARK OF HIS TERM. THE SESSION BEGAN WITH AN OVERVIEW FROM BFNA'S COURTNEY FLYNN MARTINO ON THE DOMESTIC AND INTERNATIONAL CHALLENGES POSED BY TRUMP'S EARLY POLICY CHOICES AND WAS FOLLOWED BY TONY SILBERFELD'S PRESENTATION OF THE POSITIVE DEVELOPMENTS THAT HAVE EMERGED AS A RESULT OF US GOVERNMENT ACTION. AT THE CONCLUSION OF THE FORMAL REMARKS, THE GROUP OF TWENTY PERISCOPE PARTICIPANTS ENGAGED IN A LIVELY Q&A TOUCHING ON A RANGE OF TOPICS INCLUDING UKRAINE, CONGRESSIONAL FUNDING, RULE OF LAW AND THE FUTURE OF U.S. SECURITY POLICY IN EUROPE.CAREER DEVELOPMENT OPPORTUNITIES WITH CLAYTON STATE UNIVERSITY, VIRTUAL DISCUSSION (APRIL 23, 2025): COURTNEY FLYNN MARTINO, ASSISTANT DIRECTOR OF TRANSATLANTIC RELATIONS, AND ZACHARY STOOR, PROJECT COORDINATOR, MET VIRTUALLY WITH STUDENTS AT CLAYTON STATE UNIVERSITY TO DISCUSS THE WORK OF THE BERTELSMANN FOUNDATION AND HOW TO NAVIGATE CAREER DEVELOPMENT OPPORTUNITIES. COURTNEY AND ZAC PRESENTED ON VARIOUS BERTELSMANN FOUNDATION PROJECTS, INCLUDING THE TRANSATLANTIC PERISCOPE, U.S. ELECTIONS WORK, AND SUMMER ENRICHMENT SERIES, AND DISCUSSED THEIR CAREER PATHS AS IT PERTAINS TO WORKING IN AN INTERNATIONAL AFFAIRS THINK TANK. FOLLOWING THE PRESENTATION, STUDENTS HAD THE OPPORTUNITY TO ASK QUESTIONS. THERE WAS STRONG INTEREST IN THE BERTELSMANN FOUNDATION'S MISSION AS A NON-PARTISAN THINK TANK WORKING TO PROVIDE CREDIBLE INFORMATION IN FORMATS THAT RESONATE WITH THE YOUNGER GENERATION, AND TIME WAS SPENT DISCUSSING BFNA'S PODCASTS AND ANIMATIONS. STUDENTS ALSO ASKED ABOUT WAYS TO INFORM THEMSELVES A

TY 2025 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 396,070 384,957 11,113 11,113
WEBSITE 417,338 395,165 22,173 22,173


TY 2025 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 304,493 0 0 304,493
PROGRAM EVENT EXPENSES 113,713 0 0 113,713
MISC. OPERATING EXPENSES 85,056 0 0 85,056
OFFICE EXPENSES 49,529 0 0 49,529
REPAIRS AND MAINTENANCE 39,693 0 0 39,693
INSURANCE 27,259 0 0 27,259
TELECOMMUNICATIONS 25,018 0 0 25,018
EQUIPMENT AND SUPPLIES 21,464 0 0 21,464
MEDIA (SUBSCRIPTION) 17,407 0 0 17,407
PRINTING AND PUBLICATIONS 14,677 0 0 14,677
STAFF DEVELOPMENT 2,094 0 0 2,094
POSTAGE AND SHIPPING 1,961 0 0 1,961
BANK CHARGES 1,492 0 0 1,492
HONORARIA 1,424 0 0 1,424
TRANSLATIONS 314 0 0 314


TY 2025 OtherIncomeSchedule2
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DOMESTIC OUTREACH 85,000   85,000


TY 2025 OtherProfessionalFeesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 235,643 0 0 235,643
CONSULTANTS 48,500 0 0 48,500
COMPUTER NETWORKING & TELECOMM 39,265 0 0 39,265
COMPUTER SUPPORT & MAINTENANCE 37,665 0 0 37,665
WEB SUPPORT 31,107 0 0 31,107
STAFF CONSULTING & PLACEMENT 28,250 0 0 28,250
PAYROLL PROCESSING 3,170 0 0 3,170


TY 2025 TaxesSchedule
Name:
BERTELSMANN FOUNDATION (NA) INC
EIN:
71-1048702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES - REAL ESTATE 85,153 0 0 85,153