Rosemary and Elliott Berger Education Foundation

Private foundation · Grantmaker Troy, MI EIN: 74-3069535

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

Fostering Future Scholarship Trust Fund: $600Fostering Future ScholarshipTrust Fund$600Brave Space Alliance: $600Brave Space Alliance$600CASA of SW Michigan: $400CASA of SW Michigan$400Readiness Center: $400Readiness Center$400Givewell: $400Givewell$400

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

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2021 grant dollars across all 5 itemized grants.

Cities

Benton HarborChicagoLansingOakland

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

$0$1K$2K$3K5 grants2021

In 2021 it made 5 grants totaling $2K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Fostering Future Scholarship Trust Fund Lansing, MICharitable Contribution$600
Brave Space Alliance Chicago, ILCharitable Contribution$600
CASA of SW Michigan Benton Harbor, MICharitable Contribution$400
Readiness Center Benton Harbor, MICharitable Contribution$400
Givewell Oakland, CACharitable Contribution$400
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021$494$1$2,400$2,4005$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

  1. IRS filings on file for fiscal year 2021

Live grants for the work Rosemary and Elliott Berger Education Foundation funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Rosemary and Elliott Berger Education Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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