Morris Berger Education Trust
Morris Berger Education Trust is a private foundation, based in Brooklyn, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $685K in total assets. In 2025, it awarded 2 grants totaling $25K. Net investment income was $29K.
Key facts about Morris Berger Education Trust
In short: Morris Berger Education Trust gave $25K across 2 grants in 2025 (avg $13K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 45-2691227
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $25,000
- Grants made (2025)
- 2
- Average grant
- $12,500
- Median grant
- $12,500
- Total assets
- $685,025
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$685K
+0.9% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$13K
+0.0% YoY
Under IRS private-foundation payout rules, Morris Berger Education Trust reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
How Morris Berger Education Trust gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $25K (2024) to $38K (2021). In 2025 it made 2 grants totaling $25K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was American Friends of Bar-Ilan University ($15K). Together the top 2 received $25K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Friends of Bar-Ilan University New York, NY | 6 scholarships of $2,500 per year to deserving students based on merit without regard to race, religion or financial need | $15,000 |
| Friends of Jerusalem College of Technology Cedarhurst, NY | 4 scholarship of $2,500 per year to deserving student based on merit without regard to race, religion or financial need | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $685,025 | $679,122 | $664,397 |
| Revenue | $34,003 | $42,507 | $23,890 |
| Expenses | $28,100 | $27,782 | $33,209 |
| Qualifying Distributions | $25,000 | $25,000 | $30,000 |
| Net Investment Income | $28,598 | $37,112 | $23,525 |
| Distributable Amount | $32,948 | $32,526 | $32,624 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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 2025 filing
Milton Zegerman
Trustee
On filings since 2021
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 $25K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 2 grants.
How large is Morris Berger Education Trust?
Morris Berger Education Trust reported $685K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $33K (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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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