Rosemary and Elliott Berger Education Foundation
Rosemary and Elliott Berger Education Foundation is a private foundation focused on Education, based in Troy, MI. IRS filing data is available for 2021. As of 2021, the organization holds $494 in total assets. In 2021, it awarded 5 grants totaling $2K. Net investment income was $1.
Rosemary and Elliott Berger Education Foundation at a glance
In short: Rosemary and Elliott Berger Education Foundation gave $2K across 5 grants in 2021 (avg $480), mostly in Michigan. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $2,400
- Grants made (2021)
- 5
- Average grant
- $480
- Median grant
- $400
- Total assets
- $494
- Primary geography
- Michigan (58% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Rosemary and Elliott Berger Education Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2021
The largest 2021 recipient was Fostering Future Scholarship Trust Fund ($600). Together the top 5 received $2K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 5 itemized grants.
States
Cities
How Rosemary and Elliott Berger Education Foundation gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). 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
In 2021 it made 5 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fostering Future Scholarship Trust Fund Lansing, MI | Charitable Contribution | $600 |
| Brave Space Alliance Chicago, IL | Charitable Contribution | $600 |
| CASA of SW Michigan Benton Harbor, MI | Charitable Contribution | $400 |
| Readiness Center Benton Harbor, MI | Charitable Contribution | $400 |
| Givewell Oakland, CA | Charitable Contribution | $400 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | $494 | $1 | $2,400 | $2,400 | 5 | $2,400 | $1 | $145 |
Under IRS private-foundation payout rules, Rosemary and Elliott Berger Education Foundation reported a distributable amount of $145 for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rosemary and Elliott Berger Education Foundation is led by Laurel B. Berger, President on the 2021 filing; none of the 4 officers listed in 2021 report compensation.
Officers on the 2021 filing
Laurel B. Berger
President
New on the 2021 filing
1 hr/week
No compensation reported
Diana M. Berger
Director
New on the 2021 filing
1 hr/week
No compensation reported
Brian S. Berger
Vice President
New on the 2021 filing
1 hr/week
No compensation reported
Thomas V. Trainer
Secretary & Treasurer
New on the 2021 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021. "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 Rosemary and Elliott Berger Education Foundation
How much does Rosemary and Elliott Berger Education Foundation give each year?
Rosemary and Elliott Berger Education Foundation gave $2K across 5 grants in 2021, according to its 2021 IRS Form 990-PF.
What is Rosemary and Elliott Berger Education Foundation's typical grant size?
Rosemary and Elliott Berger Education Foundation's median grant in 2021 was $400, and its average grant was $480, across 5 grants on its 2021 IRS Form 990-PF.
Where does Rosemary and Elliott Berger Education Foundation give grants?
Rosemary and Elliott Berger Education Foundation gives mostly in Michigan: 58% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest states were Illinois (25%) and California (17%). The most frequent recipient cities were Benton Harbor, MI (2 grants).
Who are Rosemary and Elliott Berger Education Foundation's largest grantees?
Rosemary and Elliott Berger Education Foundation's largest 2021 grantees include Fostering Future Scholarship Trust Fund ($600), Brave Space Alliance ($600) and CASA of SW Michigan ($400), according to its 2021 IRS Form 990-PF. Together they received 67% of its itemized 2021 grant dollars.
How large is Rosemary and Elliott Berger Education Foundation?
Rosemary and Elliott Berger Education Foundation reported $494 in total assets on its 2021 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $145 (roughly 5% of its investment assets).
What is Rosemary and Elliott Berger Education Foundation?
Rosemary and Elliott Berger Education Foundation is a private foundation focused on Education, based in Troy, MI. It holds $494 in total assets as of 2021.
What is Rosemary and Elliott Berger Education Foundation's EIN?
Rosemary and Elliott Berger Education Foundation's EIN (Employer Identification Number) is 74-3069535. IRS Form 990 filing data is available on this page for 2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2021
Live grants for the work Rosemary and Elliott Berger Education Foundation funds
Education Open opportunities, soonest deadline first.
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