Morris Berger Education Trust
Morris Berger Education Trust is a private foundation, based in Brooklyn, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $695K in total assets. In 2026, it awarded 2 grants totaling $26K. Net investment income was $25K.
Morris Berger Education Trust at a glance
In short: Morris Berger Education Trust gave $26K across 2 grants in 2026 (avg $13K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $25,500
- +2.0% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $12,750
- +2.0% vs 2025
- Median grant
- $12,750
- Total assets
- $694,534
- +1.4% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Morris Berger Education Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was American Friends of Bar-Ilan University ($13K). Together the top 2 received $26K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Morris Berger Education Trust gives
- Giving held roughly steady from 2023 to 2026 (−15%). Method
- In 2026 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2026, annual grant giving ranged from $25K (2024) to $38K (2021). In 2026 it made 2 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Friends of Bar-Ilan University New York, NY | 4 scholarships of $2,500 and 1 scholarship of $3,000 per year to deserving students based on merit without regard to race, religion or financial need | $13,000 |
| Friends of Jerusalem College of Technology Cedarhurst, NY | 5 scholarship of $2,500 per year to deserving student based on merit without regard to race, religion or financial need | $12,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $694,534 | $37,963 | $28,454 | $25,500 | 2 | $25,500 | $24,946 | $33,625 |
| 2025 | $685,025 | $34,003 | $28,100 | $25,000 | 2 | $25,000 | $28,598 | $32,948 |
| 2024 | $679,122 | $42,507 | $27,782 | $25,000 | 2 | $25,000 | $37,112 | $32,526 |
| 2023 | $664,397 | $23,890 | $33,209 | $30,000 | 2 | $30,000 | $23,525 | $32,624 |
| 2022 | $673,716 | $2,567 | $40,515 | $32,500 | 3 | $38,786 | $838 | $34,018 |
| 2021 | $711,664 | $4,773 | $40,048 | $37,500 | 4 | — | $4,096 | $36,330 |
Under IRS private-foundation payout rules, Morris Berger Education Trust reported a distributable amount of $34K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Morris Berger Education Trust is led by Milton Zegerman, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2026 filing
Milton Zegerman
Trustee
On filings since 2021
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Morris Berger Education Trust
How much does Morris Berger Education Trust give each year?
Morris Berger Education Trust gave $26K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $25K across 2 grants.
How large is Morris Berger Education Trust?
Morris Berger Education Trust reported $695K in total assets on its 2026 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Morris Berger Education Trust operate?
Morris Berger Education Trust has awarded grants in New York.
What is Morris Berger Education Trust's EIN?
Morris Berger Education Trust's EIN (Employer Identification Number) is 45-2691227. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 28, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 5, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 19, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 6, 2025)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Morris Berger Education Trust funds
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