Bertelsmann Foundation (NA) Inc

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 5 grants totaling $137K.

Bertelsmann Foundation (NA) Inc at a glance

In short: Bertelsmann Foundation (NA) Inc gave $137K across 5 grants in 2025 (avg $27K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$136,500
+355.0% vs 2024
Grants made (2025)
5
+66.7% vs 2024
Average grant
$27,300
+173.0% vs 2024
Median grant
$10,000
Total assets
$1,641,398
-35.2% vs 2024
Primary geography
District of Columbia (73% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Bertelsmann Foundation (NA) Inc funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Aspen Ministers Forum: $100KAspen Ministers Forum$100KHarvard University: $18K across 2 grantsHarvard University$18K · 2 grantsGerman American Partnership Program: $15KGerman American PartnershipProgram$15KWorld Affairs Council: $4KWorld Affairs Council$4K

The largest 2025 recipient was Aspen Ministers Forum ($100K). Together the top 4 received $137K.

Grant Size Distribution

22 grants across all recorded years

21<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 22 (95%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

WashingtonCambridgeNew YorkDallas

How Bertelsmann Foundation (NA) Inc gives

  • Giving grew 172% from 2022 to 2025. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2019 0 grants2020 6 grants2021 5 grants2022 3 grants2023 3 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $3K (2019) to $137K (2025). In 2025 it made 5 grants totaling $137K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Aspen Ministers Forum Washington, DCSupport the Aspen Ministers Forum Berlin Conference$100,000
German American Partnership Program New York, NYSupport the german American partnership program school exchange program$15,000
Harvard University Cambridge, MASupport Harvard's 2025 German-American Conference$10,000
Harvard University Cambridge, MASupport Harvard's European Conference$7,500
World Affairs Council Dallas, TXSupport in Person Speaking Event$4,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying Distributions
2025$1,641,398$2,594,398$3,548,640$136,5005$3,547,180
2024$2,532,748$3,573,011$3,298,443$30,0003$3,209,866
2023$2,265,782$3,259,837$3,125,034$20,3003$3,013,663
2022$2,126,289$3,511,666$3,267,764$50,2505$3,115,400
2021$1,874,709$2,592,282$2,645,214$49,5296$2,459,692
2020$1,933,711$2,718,728$2,814,633———
2019$2,117,793$4,443,246$4,017,832$3,2502—

Leadership & Key People

Officers and directors from IRS filings

Bertelsmann Foundation (NA) Inc is led by Liz Mohn, President & Director since 2020 (on filings since 2019); 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Liz Mohn

    President & Director

    Director → President & Director, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jozefina Irene Braam

    Director & First Vice President

    On filings since 2019

    35 hrs/week

    $356K (2019) → $345K (2025)

  • Stephen Szabo

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Wilfried Uhr

    Director, Secretary & Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Markus Dohle

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (3)
  • Former: Ralph Heck (2021–2024) — Director
  • Former: Philipp Roesler (2019–2021) — Director
  • Former: Aart De Geus (2019) — President

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Jozefina Irene Braam — Director & First VP: $345KJozefina Irene BraamDirector & First VP$345K

The highest reported compensation on the 2025 filing was $345K, to Jozefina Irene Braam (Director & First VP).

Frequently asked questions about Bertelsmann Foundation (NA) Inc

How much does Bertelsmann Foundation (NA) Inc give each year?

Bertelsmann Foundation (NA) Inc gave $137K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 3 grants.

What is Bertelsmann Foundation (NA) Inc's typical grant size?

Bertelsmann Foundation (NA) Inc's median grant in 2025 was $10,000, and its average grant was $27,300, across 5 grants on its 2025 IRS Form 990-PF.

Where does Bertelsmann Foundation (NA) Inc give grants?

Bertelsmann Foundation (NA) Inc gives mostly in District of Columbia: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (13%) and New York (11%). The most frequent recipient cities were Cambridge, MA (2 grants).

Does Bertelsmann Foundation (NA) Inc give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Bertelsmann Foundation (NA) Inc's 2025 IRS Form 990-PF were described as general or operating support.

Who are Bertelsmann Foundation (NA) Inc's largest grantees?

Bertelsmann Foundation (NA) Inc's largest 2025 grantees include Aspen Ministers Forum ($100,000), Harvard University ($17,500 across 2 grants) and German American Partnership Program ($15,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.

How large is Bertelsmann Foundation (NA) Inc?

Bertelsmann Foundation (NA) Inc reported $1.6M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $2.6M.

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 $1.6M in total assets as of 2025.

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 2019–2025.

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

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 5, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bertelsmann Foundation (NA) Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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