Sam & Roslyn Berkman Family Foundation
Sam & Roslyn Berkman Family Foundation is a private foundation, based in Encino, CA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $161K in total assets. In 2026, it awarded 6 grants totaling $139K. Net investment income was $42K.
Sam & Roslyn Berkman Family Foundation at a glance
In short: Sam & Roslyn Berkman Family Foundation gave $139K across 6 grants in 2026 (avg $23K), mostly in Oregon. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $139,000
- +14.9% vs 2025
- Grants made (2026)
- 6
- +20.0% vs 2025
- Average grant
- $23,167
- -4.3% vs 2025
- Median grant
- $8,000
- Total assets
- $161,221
- -19.4% vs 2025
- Primary geography
- Oregon (73% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Sam & Roslyn Berkman Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was University of Oregon Foundation ($100K). Together the top 6 received $139K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 21 grants of 26 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
Cities
How Sam & Roslyn Berkman Family Foundation gives
- Giving grew 88% from 2023 to 2026. Method
- In 2026 it paid out 120% of 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
From 2020 to 2026, annual grant giving ranged from $56K (2024) to $139K (2026). In 2026 it made 6 grants totaling $139K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Oregon Foundation Eugene, OR | Education | $100,000 |
| Enough Abuse Boston, MA | Community Services | $20,000 |
| The Threepenny Review Berkely, CA | Education | $11,000 |
| Jewish Federation Los Angeles, CA | Community Services | $5,000 |
| Oak Hill School Eugene, OR | Education | $2,000 |
| The Forward Association Newark, NJ | Education | $1,000 |
Ready to take the next step with Sam & Roslyn Berkman Family Foundation?
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 | $161,221 | $102,627 | $141,374 | $139,000 | 6 | $140,162 | $41,652 | $116,869 |
| 2025 | $199,968 | $126,277 | $123,300 | $121,000 | 5 | $122,118 | $42,784 | $105,582 |
| 2024 | $197,026 | $49,527 | $57,920 | $56,000 | 3 | $57,125 | $41,565 | $78,553 |
| 2023 | $205,419 | $71,046 | $75,580 | $74,000 | 6 | $75,163 | $40,126 | $77,222 |
| 2022 | $209,953 | $68,933 | $73,517 | $72,000 | 6 | $73,139 | $43,707 | $82,098 |
| 2021 | $214,537 | $42,275 | $79,018 | $75,000 | 8 | — | $40,637 | $67,898 |
| 2020 | $251,280 | $97,609 | $73,544 | $71,000 | 6 | — | $44,075 | $69,497 |
Under IRS private-foundation payout rules, Sam & Roslyn Berkman Family Foundation reported a distributable amount of $117K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sam & Roslyn Berkman Family Foundation is led by Neil Berkman, President, Director & Director on every filing since 2020; none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
Neil Berkman
President, Director & Director
On filings since 2020
2 hrs/week
No compensation reported
Louis Berkman
Vice President Director Secretary & Director
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "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 Sam & Roslyn Berkman Family Foundation
How much does Sam & Roslyn Berkman Family Foundation give each year?
Sam & Roslyn Berkman Family Foundation gave $139K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $121K across 5 grants.
What is Sam & Roslyn Berkman Family Foundation's typical grant size?
Sam & Roslyn Berkman Family Foundation's median grant in 2026 was $8,000, and its average grant was $23,167, across 6 grants on its 2026 IRS Form 990-PF.
Where does Sam & Roslyn Berkman Family Foundation give grants?
Sam & Roslyn Berkman Family Foundation gives mostly in Oregon: 73% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (14%) and California (12%). The most frequent recipient cities were Eugene, OR (2 grants).
Does Sam & Roslyn Berkman Family Foundation give general operating support?
Not in 2026: none of the 6 grants with a stated purpose on Sam & Roslyn Berkman Family Foundation's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (4 grants).
Who are Sam & Roslyn Berkman Family Foundation's largest grantees?
Sam & Roslyn Berkman Family Foundation's largest 2026 grantees include University of Oregon Foundation ($100,000), Enough Abuse ($20,000) and The Threepenny Review ($11,000), according to its 2026 IRS Form 990-PF. Together they received 94% of its itemized 2026 grant dollars.
How large is Sam & Roslyn Berkman Family Foundation?
Sam & Roslyn Berkman Family Foundation reported $161K in total assets on its 2026 IRS Form 990-PF. It paid out $140K in qualifying distributions that year, against a required minimum of $117K (roughly 5% of its investment assets).
What is Sam & Roslyn Berkman Family Foundation's EIN?
Sam & Roslyn Berkman Family Foundation's EIN (Employer Identification Number) is 95-2505127. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Sam & Roslyn Berkman Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
Lauren B Leichtman & Arthur E Levine
Beverly Hills, CA
This foundation supports Jewish community life, medical research and public health education, schools, public safety, and legal education, with 2025 grants ranging from $1,000 to $1 million and a median of $10,000. Its giving went mainly to organizations in Florida and New York, with smaller amounts in California and other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$24.4M
Grants
19
Total Given
$2.4M
Pinkerton Foundation
New York, NY
The Pinkerton Foundation funds direct-service programs for children, young people, and families in economically disadvantaged New York City communities, especially in academic development, career readiness, cultural enrichment, and support for youth affected by foster care or the criminal justice system. Its 2023 grants ranged from $500 to $850,000, with a median of $75,000. It accepts letters of inquiry through its Grant Portal at any time.
Assets
$689.1M
Grants
445
Total Given
$38.6M
Select Equity Group Foundation
New York, NY
The foundation supports charitable organizations in advocacy and civil rights, arts and culture, education and youth development, the environment, health, human services, and international development, locally, nationally, and internationally. In 2025, grants ranged from $30 to $500,000, with a median of $1,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$44.7M
Grants
854
Total Given
$7.3M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Sam & Roslyn Berkman Family 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.
Sam & Roslyn Berkman Family Foundation down — hundreds of funders to go?