Sam & Roslyn Berkman Family Foundation

ENCINO, CA EIN: 95-2505127

Sam & Roslyn Berkman Family Foundation is a private foundation, based in ENCINO, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $200K in total assets. In 2025, it awarded 5 grants totaling $121K. Net investment income was $43K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$200K

+1.5% YoY

Annual Giving

$121K

+116.1% YoY

Grant Count

+66.7% YoY

Avg Grant Size

$24K

+29.6% YoY

Under IRS private-foundation payout rules, Sam & Roslyn Berkman Family Foundation reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.

About Sam & Roslyn Berkman Family Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $323K (81%)

California $43K (11%)

New York $20K (5%)

Massachusetts $11K (3%)

Maryland $1K (0%)

States

California Massachusetts Maryland New York Oregon

Cities

BerkelyBeverly HillsBostonDamascusEugeneLos AngelesNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$199,968	$197,026	$205,419
Revenue	$126,277	$49,527	$71,046
Expenses	$123,300	$57,920	$75,580
Qualifying Distributions	$122,118	$57,125	$75,163
Net Investment Income	$42,784	$41,565	$40,126
Distributable Amount	$105,582	$78,553	$77,222

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 2025

Grant Size Distribution

28 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Oregon Foundation ($100,000), Massachusetts Citizens for Children ($8,000), Foundation For Cultural Review ($5,000).

Recipient	Purpose	Amount
Foundation For Cultural Review New York, NY	Arts & Culture	$5,000
Oak Hill School Eugene, OR	Education	$5,000
The Threepenny Review Berkely, CA	Education	$3,000
University of Oregon Foundation Eugene, OR	Education	$100,000
Massachusetts Citizens for Children Boston, MA	Community Services	$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
Neil Berkman	Presiden& Direc	2	—
Louis Berkman	VP Director Sec	2	—
Louis Berkman	Director	2	—
Neil Berkman	Director	2	—

Frequently Asked Questions

How large is Sam & Roslyn Berkman Family Foundation?

As of 2025, Sam & Roslyn Berkman Family Foundation holds $200K in total assets with $126K in annual revenue. It awarded 5 grants totaling $121K in 2025.

Where does Sam & Roslyn Berkman Family Foundation operate?

Sam & Roslyn Berkman Family Foundation has awarded grants in California, Massachusetts, Maryland, New York, Oregon.

What size grants does Sam & Roslyn Berkman Family Foundation award?

In 2025, Sam & Roslyn Berkman Family Foundation awarded 5 grants totaling $121K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Sam & Roslyn Berkman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Sam & Roslyn Berkman Family Foundation reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2025.