Bertelsmann Foundation (na) Inc

WASHINGTON, DC EIN: 71-1048702

Bertelsmann Foundation (na) Inc is a private foundation focused on International, Foreign Affairs & National Security, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 3 grants totaling $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

+11.8% YoY

Annual Giving

$30K

+47.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$10K

+47.8% YoY

About Bertelsmann Foundation (na) Inc

Based on IRS filings

Bertelsmann Foundation (na) Inc is a private foundation focused on International, Foreign Affairs & National Security, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 3 grants totaling $30K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

CambridgeNew YorkWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$983K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$2,532,748$2,265,782$2,126,289
Revenue$3,573,011$3,259,837$3,511,666
Expenses$3,298,443$3,125,034$3,267,764
Qualifying Distributions$3,209,866$3,013,663$3,115,400
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K0 grants20206 grants20215 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

GERMAN MARSHALL FUND OF …$10KGERMAN AMERICAN PARTNERS…$10KHARVARD UNIVERSITY$10K

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include German Marshall Fund of the Us ($10,000), German American Partnership Program ($10,000), Harvard University ($10,000).

RecipientPurposeAmount
GERMAN MARSHALL FUND OF THE US WASHINGTON, DCGMF CITIES PROJECT$10,000
GERMAN AMERICAN PARTNERSHIP PROGRAM NEW YORK, NYSUPPORT THE GERMAN AMERICAN PARTNERSHIP PROGRAM SCHOOL EXCHANGE PROGRAM$10,000
HARVARD UNIVERSITY CAMBRIDGE, MASUPPORT HARVARD'S 2024 GERMAN-AMERICAN CONFERENCE$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JOZEFINA IRENE BRAAMDIRECTOR & FIRST VP$349K

From 2024 filing

NameTitleHoursCompensation
LIZ MOHNPRESIDENT & DIRECTOR1
JOZEFINA IRENE BRAAMDIRECTOR & FIRST VP35$348,616
MARKUS DOHLEDIRECTOR1
RALPH HECKDIRECTOR1
STEPHEN SZABODIRECTOR1
WILFRIED UHRDIRECTOR & SECRETARY/TREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bertelsmann Foundation (na) Inc?

Bertelsmann Foundation (na) Inc is a private foundation focused on International, Foreign Affairs & National Security, based in WASHINGTON, DC. It holds $2.5M in total assets as of 2024.

How large is Bertelsmann Foundation (na) Inc?

As of 2024, Bertelsmann Foundation (na) Inc holds $2.5M in total assets with $3.6M in annual revenue. It awarded 3 grants totaling $30K in 2024.

Where does Bertelsmann Foundation (na) Inc operate?

Bertelsmann Foundation (na) Inc has awarded grants in District of Columbia, Massachusetts, New York.

What size grants does Bertelsmann Foundation (na) Inc award?

In 2024, Bertelsmann Foundation (na) Inc awarded 3 grants totaling $30K — an average of about $10K per grant, based on its IRS Form 990 filings.

What is Bertelsmann Foundation (na) Inc's EIN?

Bertelsmann Foundation (na) Inc's EIN (Employer Identification Number) is 71-1048702. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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