2024-05-15T08:14:11-05:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-07-01 521726273 AMERICAN ACADEMY IN BERLIN AMER 2125881755 14 EAST 60TH STREET 1104 NEW YORK NY 10022 SANDRA E PETERSON CHAIRMAN 2125881755 2024-03-15 1 SANDRA PETERSON XXX-XX-XXXX 0 FREDERICK MARTENS P00298107 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDRA E PETERSON 14 EAST 60TH STREET 1104 NEW YORK NY 10022 38930255 0 X WWW.AMERICANACADEMY.DE X 1994 DC THE AMERICAN ACADEMY IN BERLIN IS AN INSTITUTE FOR ADVANCED WORKS IN THE ARTS, HUMANITIES, SOCIAL SCIENCES AND PUBLIC POLICY. THE ACADEMY'S GOALS INCLUDE BUILDING DEEPER TIES IN THESE AREAS BETWEEN GERMANY AND THE U.S.A. 41 41 57 43 409174 98198 4763388 7129802 0 0 3062697 3360394 371369 637423 8197454 11127619 438500 397506 0 0 4201563 4383436 0 0 1158150 3530370 3702243 8170433 8483185 27021 2644434 62667658 69526307 595317 1166361 62072341 68359946 THE AMERICAN ACADEMY IN BERLIN IS AN INSTITUTE FOR ADVANCED WORKS IN THE ARTS, HUMANITIES, SOCIAL SCIENCES AND PUBLIC POLICY. THE ACADEMY'S GOALS INCLUDE BUILDING DEEPER TIES IN THESE AREAS BETWEEN GERMANY AND THE U.S.A. 0 0 4933965 397506 THE AMERICAN ACADEMY IN BERLIN FOSTERS TRANSATLANTIC DIALOGUE AND RELATIONSHIPS AMONG LEADING SCHOLARS AND ARTISTS BY SPONSORING A RESIDENTIAL FELLOWSHIP PROGRAM FOR ADVANCED INDEPENDENT WORK IN THE ARTS, HUMANITIES, SOCIAL SCIENCES AND PUBLIC POLICY; THROUGH PUBLIC PROGRAMMING, CONFERENCES AND PUBLICATIONS THAT PROMOTE THE WORK OF FELLOWS AND GERMAN-AMERICAN INTELLECTUAL EXCHANGE; AND THROUGH A SHORT-TERM DISTINGUISHED VISITOR PROGRAM, WHICH BRINGS DISTINGUISHED AMERICANS FROM A VARIETY OF DISCIPLINES TO GERMANY FOR A ROBUST EXCHANGE OF VIEWS.THE RICHARD C. HOLBROOKE FORUM IS AN ONGOING SERIES OF INTERNATIONALWORKSHOPS CONVENED BY THE ACADEMY AND ITS RICHARD C. HOLBROOKE FELLOWS. 4933965 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 1 50 0 1 57 1 1 1 1 GM PO 0 0 0 1 1 0 0 0 0 0 0 X 41 41 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X THE ORGANIZATION 2125881755 14 EAST 60TH STREET 1104 NEW YORK NY 10022 SANDRA E PETERSON CHAIRMAN 1.00 X X 0 0 0 STEFAN VON HOLTZBRINCK VICE CHAIR 1.00 X X 0 0 0 JOHN C KORNBLUM THROUGH 1122 SECRETARY 1.00 X X 0 0 0 HANS-MICHAEL GIESEN FROM 1122 SECRETARY 1.00 X X 0 0 0 STEFAN ASENKERSCHBAUMER BOARD MEMBER 1.00 X 0 0 0 KLAUS BIESENBACH BOARD MEMBER 1.00 X 0 0 0 MANFRED BISCHOFF BOARD MEMBER 1.00 X 0 0 0 LEON BOTSTEIN BOARD MEMBER 1.00 X 0 0 0 MARTIN BRAND BOARD MEMBER 1.00 X 0 0 0 GAHL HODGES BURT BOARD MEMBER 1.00 X 0 0 0 MATHIAS DOEPFNER BOARD MEMBER 1.00 X 0 0 0 FLORIAN HENCKEL V DONNERSMARCK BOARD MEMBER 1.00 X 0 0 0 MARINA KELLEN FRENCH BOARD MEMBER 1.00 X 0 0 0 FRANZISKA GIFFEY THROUGH 423 BOARD MEMBER 1.00 X 0 0 0 JEFFREY MARK GOLDBERG BOARD MEMBER 1.00 X 0 0 0 C BOYDEN GRAY DECEASED 523 BOARD MEMBER 1.00 X 0 0 0 ANDREW S GUNDLACH BOARD MEMBER 1.00 X 0 0 0 TIMOTHEUS HOETTGES BOARD MEMBER 1.00 X 0 0 0 JOHANNES HUTH BOARD MEMBER 1.00 X 0 0 0 DIRK IPPEN BOARD MEMBER 1.00 X 0 0 0 WOLFGANG ISCHINGER BOARD MEMBER 1.00 X 0 0 0 JOSEF JOFFE BOARD MEMBER 1.00 X 0 0 0 JOE KAESER BOARD MEMBER 1.00 X 0 0 0 MICHAEL KELLEN BOARD MEMBER 1.00 X 0 0 0 MICHAEL KLEIN BOARD MEMBER 1.00 X 0 0 0 JOSEPH KOERNER BOARD MEMBER 1.00 X 0 0 0 REGINE LEIBINGER BOARD MEMBER 1.00 X 0 0 0 TESS LEWIS FROM 523 BOARD MEMBER 1.00 X 0 0 0 KATI MARTON BOARD MEMBER 1.00 X 0 0 0 JULIE MEHRETU BOARD MEMBER 1.00 X 0 0 0 JEFFREY A ROSEN BOARD MEMBER 1.00 X 0 0 0 VOLKER SCHLOENDORFF BOARD MEMBER 1.00 X 0 0 0 MICHAEL SEN BOARD MEMBER 1.00 X 0 0 0 PETER Y SOLMSSEN BOARD MEMBER 1.00 X 0 0 0 CAROL KAHN STRAUSS FROM 523 BOARD MEMBER 1.00 X 0 0 0 ANTHONY VIDLER BOARD MEMBER 1.00 X 0 0 0 CHRISTINE I WALLICH BOARD MEMBER 1.00 X 0 0 0 CAROLINE WAMSLER BOARD MEMBER 1.00 X 0 0 0 KAI WEGNER FROM 423 BOARD MEMBER 1.00 X 0 0 0 MAUREEN WHITE BOARD MEMBER 1.00 X 0 0 0 THOMAS C WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ANDREW WYLIE BOARD MEMBER 1.00 X 0 0 0 LEAH JOY ZELL BOARD MEMBER 1.00 X 0 0 0 DANIEL BENJAMIN PRESIDENT 40.00 X 572517 0 80127 CHRISTIAN DIEHL CHIEF OPERATING OFFICER 40.00 X 375659 0 0 EMILY CAREY VICE PRESIDENT OF DEVELOPMENT 40.00 X 211667 0 0 BERIT EBERT VICE PRESIDENT OF PROGRAMS 40.00 X 159963 0 0 1319806 0 80127 4 0 1 0 LANDSEER ADVISORS LLC 100 OVERLOOK CENTER 2ND FLOOR PRINCETON NJ 08540 INVESTMENT MANAGEMENT 250000 1 7129802 38056 7129802 908593 288068 620525 22701 0 22701 22701 22701 30254437 27802636 2451801 2451801 2451801 OTHER REVENUE 900099 516317 516317 CATERING REVENUE 900099 60700 60700 0 ADVERTISING INCOME 900099 37705 37705 0 614722 11127619 0 409174 3588643 397506 397506 1098079 724732 219616 153731 2774616 1474637 611960 688019 84327 47891 18107 18329 426414 242168 91563 92683 33831 33831 87877 87877 890573 890573 472349 232786 198869 40694 108361 76888 20557 10916 177250 109896 39208 28146 357348 304444 29471 23433 378023 273508 63433 41082 272559 266069 3668 2822 75524 41585 24532 9407 PRINTING & PUBLICATION 292628 244284 24868 23476 REPAIRS & MAINTENANCE 249290 228260 8032 12998 PROGRAM EVENTS 204217 179513 18350 6354 MISCELLANEOUS 102413 89798 6555 6060 8483185 4933965 2391070 1158150 783 799 787538 1592269 2166590 3919908 220932 207699 8902921 6961282 2061146 1941639 16726566 15861095 40061877 45128736 642226 874162 62667658 69526307 588283 710066 7034 0 456295 595317 1166361 X 26173519 28371210 35898822 39988736 62072341 68359946 62667658 69526307 X 2644434 3639437 3734 X 0 1 X 1 0 X 4537900 5110535 4486593 4763388 7129802 26028218 4537900 5110535 4486593 4763388 7129802 26028218 14443246 11584972 1229613 851205 1352319 562772 620525 4616434 8486 10067 258948 331721 609222 204873 105748 151038 285026 516317 1263002 32516876 0.35630 0.41040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57985324 2800129 6064589 2685559 64164483 59454598 436000 433822 2339096 57985324 48122775 2262781 11793995 2724953 59454598 48960083 1582938 1395119 3815365 48122775 48964988 1246925 1035735 2287565 48960083 0.41400 0.28600 0.30000 0 0 5492221 4279505 1212716 3410700 2681777 728923 1941639 FIXED INCOME - INVESMENT FUND 2677143 F PRIVATE EQUITY - REAL ESTATE INVESTMENT FUNDS 11023115 F ALTERNATIVE INVESTMENTS 31428478 F 45128736 OPERATING LEASE LIABILITIES 456295 456295 14104790 3639437 120606 107701 3867744 10237046 890573 890573 11127619 7761200 120606 47982 168588 7592612 890573 890573 8483185 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ACTIVITIES OF AMERICAN ACADEMY IN BERLIN FOUNDATION 103,967. NET FOREIGN EXCHANGE TRANSLATION LOSS 3,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EXPENSES OF AMERICAN ACADEMY IN BERLIN FOUNDATION 47,982. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 397506 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 56 PROGRAM SERVICES FELLOWSHIPS AND DISTINGUISHED VISITORSHIPS 3767717 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 FUNDRAISING 634627 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 5370765 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 10078691 1 56 0 0 1 56 20249306 0 20249306 FELLOWSHIPS EUROPE/ICELAND/GREENLAND 21 397506 CHECK/WIRE 0 0 0 0 0 0 PART I, LINE 2: STIPENDS ARE AWARDED TO COVER LIVING EXPENSES WHILE FELLOWS PARTICIPATE IN THE ORGANIZATION'S PROGRAMS. IN ORDER TO RECEIVE THE AWARDS, WHICH ARE PAID MONTHLY, THE RECIPIENTS MUST BE ON SITE WITH CERTAIN EXPECTATIONS. STIPENDS MAY BE USED BY THE RECIPIENTS AS THEY WISH TO COVER THEIR LIVING EXPENSES WHILE PARTICIPATING IN A FELLOWSHIP. PART III ACCOUNTING METHOD: X X X X 0 0 0 0 0 0 0 0 0 DANIEL BENJAMIN PRESIDENT 572517 0 0 0 0 0 80127 0 0 0 652644 0 0 0 CHRISTIAN DIEHL CHIEF OPERATING OFFICER 375659 0 0 0 0 0 0 0 0 0 375659 0 0 0 EMILY CAREY VICE PRESIDENT OF DEVELOPMENT 211667 0 0 0 0 0 0 0 0 0 211667 0 0 0 BERIT EBERT VICE PRESIDENT OF PROGRAMS 159963 0 0 0 0 0 0 0 0 0 159963 0 0 0 STIFTUNG FUER DIE AMERICAN ACADEMY IN BERLIN CONTROLLED ENTITY 1049479 STIFTUNG FUER DIE AMERICAN ACADEMY IN BERLIN (STIFTUNG), A CONTROLLED ENTITY OF AMERICAN ACADEMY IN BERLIN ("AAB"), ENTERED INTO A LOAN AND GUARANTY OF PAYMENT AGREEMENT. PURSUANT TO THE AGREEMENT, STIFTUNG LOANED AAB 800,000 EUROS (THE "PRINCIPAL") AND AAB PAYS 5% OF INTEREST ON THE PRINCIPAL TO STIFTUNG ON AN ANNUAL BASIS. 0 X 3 38056 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD MEMBERS ANDREW GUNDLACH, MARINA KELLEN FRENCH AND MICHAEL KELLEN -FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A TWO TRUSTEESHIPS SHALL BE DESIGNATED AS THE KELLEN-ARNHOLD FAMILY TRUSTEES. MEMBERS OF THE KELLEN-ARNHOLD FAMILY, AS DEFINED IN THE BYLAWS, SHALL BE ELIGIBLE TO FILL THE KELLEN-ARNHOLD FAMILY TRUSTEESHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH THE ORGANIZATION'S STAFF. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY THE ORGANIZATION'S MANAGEMENT, STAFF AND FINANCE COMMITTEE. CHANGES ARE MADE AS APPROPRIATE. THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL BOARD MEMBERS AND ALL OFFICERS WHO ARE CURRENTLY SERVING THE ORGANIZATION. WHEN A CONFLICT ARISES FOR ANY BOARD MEMBER OR OFFICER, THAT PERSON SHALL DISCLOSE IT IN WRITING TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE OFFICER OR DIRECTOR WITH THE CONFLICT OF INTEREST WOULD BE EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION SEEKS TO ENSURE THAT COMPENSATION IS REASONABLE AND REPRESENTS FAIR MARKET VALUE FOR SERVICES RENDERED. THE ORGANIZATION PERIODICALLY OBTAINS INFORMATION ON COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET FOREIGN EXCHANGE TRANSLATION GAIN 3,734. AMERICAN ACADEMY IN BERLIN GMBH AM SANDWERDER 17-19 BERLIN GM 14109 981016799 PROGRAM SERVICE GM 1570189 4875495 AMERICAN ACADEMY IN BERLIN STIFTUNG FUER DIE AMERICAN ACADEMY IN BERLIN AM SANDWERDER 17-19 BERLIN GM 14109 SUPPORTING THE AMERICAN ACADEMY IN BERLIN GMBH GM N/A N/A AMERICAN ACADEMY IN BERLIN GMBH 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STIFTUNG FUER DIE AMERICAN ACADEMY IN BERLIN E 1049479 ACTUAL LOAN BALANCE