Bertelsmann Foundation (NA) Inc
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
The largest 2025 recipient was Aspen Ministers Forum ($100K). Together the top 4 received $137K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 21 grants of 22 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| Aspen Ministers Forum Washington, DC | Support the Aspen Ministers Forum Berlin Conference | $100,000 |
| German American Partnership Program New York, NY | Support the german American partnership program school exchange program | $15,000 |
| Harvard University Cambridge, MA | Support Harvard's 2025 German-American Conference | $10,000 |
| Harvard University Cambridge, MA | Support Harvard's European Conference | $7,500 |
| World Affairs Council Dallas, TX | Support in Person Speaking Event | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions |
|---|---|---|---|---|---|---|
| 2025 | $1,641,398 | $2,594,398 | $3,548,640 | $136,500 | 5 | $3,547,180 |
| 2024 | $2,532,748 | $3,573,011 | $3,298,443 | $30,000 | 3 | $3,209,866 |
| 2023 | $2,265,782 | $3,259,837 | $3,125,034 | $20,300 | 3 | $3,013,663 |
| 2022 | $2,126,289 | $3,511,666 | $3,267,764 | $50,250 | 5 | $3,115,400 |
| 2021 | $1,874,709 | $2,592,282 | $2,645,214 | $49,529 | 6 | $2,459,692 |
| 2020 | $1,933,711 | $2,718,728 | $2,814,633 | — | — | — |
| 2019 | $2,117,793 | $4,443,246 | $4,017,832 | $3,250 | 2 | — |
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
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
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 5, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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