Rosemary and Elliott Berger Education Foundation

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.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$494

Annual Giving

$2K

Grant Count

Avg Grant Size

$480

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.

About Rosemary and Elliott Berger Education Foundation

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $1K (58%)

Illinois $600 (25%)

California $400 (17%)

States

California Illinois Michigan

Cities

Benton HarborChicagoLansingOakland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021
Total Assets	$494
Revenue	$1
Expenses	$2,400
Qualifying Distributions	$2,400
Net Investment Income	$1
Distributable Amount	$145

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2021

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Fostering Future Scholarship Trust Fund ($600), Brave Space Alliance ($600), Casa of Sw Michigan ($400).

Recipient	Purpose	Amount
FOSTERING FUTURE SCHOLARSHIP TRUST FUND LANSING, MI	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
BRAVE SPACE ALLIANCE CHICAGO, IL	CHARITABLE CONTRIBUTION	$600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
LAUREL B BERGER	PRESIDENT	1	—
BRIAN S BERGER	VICE PRESIDENT	1	—
THOMAS V TRAINER	SECRETARY/TREASURER	1	—
DIANA M BERGER	DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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.

How large is Rosemary and Elliott Berger Education Foundation?

As of 2021, Rosemary and Elliott Berger Education Foundation holds $494 in total assets with $1 in annual revenue. It awarded 5 grants totaling $2K in 2021.

Where does Rosemary and Elliott Berger Education Foundation operate?

Rosemary and Elliott Berger Education Foundation has awarded grants in California, Illinois, Michigan.

What size grants does Rosemary and Elliott Berger Education Foundation award?

In 2021, Rosemary and Elliott Berger Education Foundation awarded 5 grants totaling $2K — an average of about $480 per grant, based on its IRS Form 990 filings.

How much is Rosemary and Elliott Berger Education Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Rosemary and Elliott Berger Education Foundation reported a distributable amount of $145 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.