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Nonprofit · EIN 71-1048702

BERTELSMANN FOUNDATION NORTH AMERICA INC

Tax-exempt · WASHINGTON, DC 20036

Financials

$3.3M$3.1M2023$3.6M$3.3M2024$2.6M$3.5M2025
Revenue Expenses · by fiscal year end
Financials of BERTELSMANN FOUNDATION NORTH AMERICA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,594,398$3,548,640-$954,242$1,641,398$201,060$1,440,338
December 31, 2024990-PF$3,573,011$3,298,443$274,568$2,532,748$138,168$2,394,580
December 31, 2023990-PF$3,259,837$3,125,034$134,803$2,265,782$145,770$2,120,012
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,509,398
Other income
$85,000

Expenses

Grants and similar amounts paid
$54,000
Compensation of officers, directors and key employees
$398,999
Salaries, compensation and benefits (total)
$1,107,193
Disbursements for charitable purposes
$3,504,140

Balance sheet and other

Total assets, start of year
$2,532,748
Total assets, end of year
$1,641,398
Total liabilities, end of year
$201,060
Net assets, end of year
$1,440,338
Fair market value of assets
$1,641,398
Qualifying distributions
$3,547,180

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JOZEFINA IRENE BRAAM
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR & FIRST VP35$345,096$53,903
FAITH GRAY
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR ADMIN
Highest-paid employee
35$225,007$59,134
ANTHONY SILBERFELD
1108 16TH STREET NW, WASHINGTON, DC 20036
TRANSATLANTIC REL DR
Highest-paid employee
35$219,809$45,436
SAMUEL PUTTER-GEORGE
1108 16TH STREET NW, WASHINGTON, DC 20036
GLOBAL/DIGITAL ADVIS
Highest-paid employee
35$134,724$32,068
COURTNEY FLYNN MARTINO
1108 16TH STREET NW, WASHINGTON, DC 20036
TRANS. RELATIONS ASS
Highest-paid employee
35$96,716$19,476
DAVID MARSHALL REID
1108 16TH STREET NW, WASHINGTON, DC 20036
TRANS. RELATIONS SR.
Highest-paid employee
35$85,998$17,046
LIZ MOHN
1108 16TH STREET NW, WASHINGTON, DC 20036
PRESIDENT & DIRECTOR1$0$0
MARKUS DOHLE
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
STEPHEN SZABO
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
WILFRIED UHR
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR & SECRETARY/TREASURER1$0$0
990-PF for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
JOZEFINA IRENE BRAAM
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR & FIRST VP35$348,616$56,237
FAITH GRAY
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR ADMIN
Highest-paid employee
35$207,357$56,335
ANTHONY SILBERFELD
1108 16TH STREET NW, WASHINGTON, DC 20036
TRANSATLANTIC REL DR
Highest-paid employee
35$202,636$40,877
SAMUEL PUTTER-GEORGE
1108 16TH STREET NW, WASHINGTON, DC 20036
GLOBAL/DIGITAL ADVIS
Highest-paid employee
35$117,928$27,187
MEGAN LONG
1108 16TH STREET NW, WASHINGTON, DC 20036
PROJECT COORDINATOR
Highest-paid employee
35$78,437$15,736
CHLOE-ALEXANDRA LADD
1108 16TH STREET NW, WASHINGTON, DC 20036
MANAGER, TRANSATLANT
Highest-paid employee
35$76,919$16,298
LIZ MOHN
1108 16TH STREET NW, WASHINGTON, DC 20036
PRESIDENT & DIRECTOR1$0$0
MARKUS DOHLE
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
RALPH HECK
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
STEPHEN SZABO
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
WILFRIED UHR
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR & SECRETARY/TREASURER1$0$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
JOZEFINA IRENE BRAAM
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR & FIRST VP35$349,120$53,532
FAITH GRAY
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR ADMIN
Highest-paid employee
35$196,381$53,808
ANTHONY SILBERFELD
1108 16TH STREET NW, WASHINGTON, DC 20036
TRANSATLANTIC REL DR
Highest-paid employee
35$192,080$34,544
SAMUEL PUTTER-GEORGE
1108 16TH STREET NW, WASHINGTON, DC 20036
GLOBAL/DIGITAL ADVIS
Highest-paid employee
35$110,560$25,482
COURTNEY FLYNN MARTINO
1108 16TH STREET NW, WASHINGTON, DC 20036
SR MANAGER, TRANSATL
Highest-paid employee
35$74,310$13,821
MEGAN LONG
1108 16TH STREET NW, WASHINGTON, DC 20036
PROJECT COORDINATOR
Highest-paid employee
35$72,110$14,180
LIZ MOHN
1108 16TH STREET NW, WASHINGTON, DC 20036
PRESIDENT & DIRECTOR1$0$0
MARKUS DOHLE
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
RALPH HECK
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
STEPHEN SZABO
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR1$0$0
WILFRIED UHR
1108 16TH STREET NW, WASHINGTON, DC 20036
DIRECTOR & SECRETARY/TREASURER1$0$0

Address and contacts

Address (IRS master file)
1108 16TH STREET NW, WASHINGTON, DC 20036-4851
In care of
% FAITH GRAY
Signed the 990-PF
JOZEFINA IRENE BRAAM, EXECUTIVE DIRECTOR
Phone
(202) 384-1980
Return prepared by
GRANT THORNTON ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
71-1048702
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,641,398
Income (IRS master file)
$2,594,398

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,594,398$3,548,640$1,641,398IRS
990-PFDecember 2024$3,573,011$3,298,443$2,532,748IRS
990-PFDecember 2023$3,259,837$3,125,034$2,265,782XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-1048702).

Questions about BERTELSMANN FOUNDATION NORTH AMERICA INC

What is the EIN of BERTELSMANN FOUNDATION NORTH AMERICA INC?
The employer identification number (EIN) of BERTELSMANN FOUNDATION NORTH AMERICA INC is 71-1048702.
Is BERTELSMANN FOUNDATION NORTH AMERICA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to BERTELSMANN FOUNDATION NORTH AMERICA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does BERTELSMANN FOUNDATION NORTH AMERICA INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTELSMANN FOUNDATION NORTH AMERICA INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERTELSMANN FOUNDATION NORTH AMERICA INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BERTELSMANN FOUNDATION NORTH AMERICA INC?
The 990-PF for the year ended December 31, 2025 lists 10 people; 6 received compensation from the organization, the highest $345,096 (JOZEFINA IRENE BRAAM, DIRECTOR & FIRST VP).
How much revenue does BERTELSMANN FOUNDATION NORTH AMERICA INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,594,398, expenses of $3,548,640 and total assets of $1,641,398 at year end.

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