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 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
5
+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
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.
Ready to take the next step with Sam & Roslyn Berkman Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
Explore Open Grants
Browse active grant opportunities in Sam & Roslyn Berkman Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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