Sam & Roslyn Berkman Family Foundation

Encino, CA
Tax-exempt since Oct. 1968
EIN: 95-2505127

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$126k (2025)

Expenses

$123k (2025)

Total Assets

$200k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$126,277

Expenses

$123,300

Net Income

$2,977

Net Assets

$199,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$710	0.6%
Dividends	$43,256	34.3%
Sales of Assets	$82,311	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,118	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$199,968
Total Liabilities	$0
Net Assets	$199,968

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending March
2024

Revenue

$49,527

Expenses

$57,920

Net Income

-$8,393

Net Assets

$196,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$850	1.7%
Dividends	$41,510	83.8%
Sales of Assets	$7,167	14.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,125	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$197,026
Total Liabilities	$35
Net Assets	$196,991

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on June 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2023

Revenue

$71,046

Expenses

$75,580

Net Income

-$4,534

Net Assets

$205,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$266	0.4%
Dividends	$40,277	56.7%
Sales of Assets	$30,503	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,163	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$205,419
Total Liabilities	$35
Net Assets	$205,384

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on May 19, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2022

Revenue

$68,933

Expenses

$73,517

Net Income

-$4,584

Net Assets

$209,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$44,083	64.0%
Sales of Assets	$24,849	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,139	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$209,953
Total Liabilities	$35
Net Assets	$209,918

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on May 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2021

Revenue

$42,275

Expenses

$79,018

Net Income

-$36,743

Net Assets

$214,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$42,224	99.9%
Sales of Assets	$47	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,427	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$214,537
Total Liabilities	$35
Net Assets	$214,502

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on June 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2020

Revenue

$97,609

Expenses

$73,544

Net Income

$24,065

Net Assets

$251,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$271	0.3%
Dividends	$44,637	45.7%
Sales of Assets	$52,701	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,711	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$251,280
Total Liabilities	$35
Net Assets	$251,245

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2019

Revenue

$76,617

Expenses

$80,123

Net Income

-$3,506

Net Assets

$227,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$333	0.4%
Dividends	$44,417	58.0%
Sales of Assets	$31,867	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,269	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,215
Total Liabilities	$35
Net Assets	$227,180

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on June 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$74,989

Expenses

$84,386

Net Income

-$9,397

Net Assets

$230,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$201	0.3%
Dividends	$45,298	60.4%
Sales of Assets	$29,490	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,523	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,721
Total Liabilities	$35
Net Assets	$230,686

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on June 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$63,720

Expenses

$77,061

Net Income

-$13,341

Net Assets

$240,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$44,020	69.1%
Sales of Assets	$19,674	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,211	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,118
Total Liabilities	$35
Net Assets	$240,083

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

$70,053

Expenses

$78,484

Net Income

-$8,431

Net Assets

$253,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$43,180	61.6%
Sales of Assets	$26,871	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,654	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,459
Total Liabilities	$35
Net Assets	$253,424

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on May 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2015

Revenue

$69,801

Expenses

$72,446

Net Income

-$2,645

Net Assets

$261,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$41,322	59.2%
Sales of Assets	$28,477	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,615	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$261,890
Total Liabilities	$35
Net Assets	$261,855

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on June 23, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2014

Revenue

$66,736

Expenses

$68,402

Net Income

-$1,666

Net Assets

$264,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$39,251	58.8%
Sales of Assets	$27,483	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,591	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$264,535
Total Liabilities	$35
Net Assets	$264,500

Compensation

Key Employees and Officers	Compensation	Other
Neil Berkman (Presiden& Direc)	$0	$0
Louis Berkman (Vp Director Sec)	$0	$0
Louis Berkman (Director)	$0	$0
Neil Berkman (Director)	$0	$0

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990-PF

Filed on June 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2013

Revenue

$36,776

Expenses

$63,624

Net Income

-$26,848

Net Assets

$266,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$36,773	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,777	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$266,201
Total Liabilities	$35
Net Assets	$266,166

990-PF

Filed on Jan. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2012

Revenue

$53,929

Expenses

$57,990

Net Income

-$4,061

Net Assets

$293,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	37.1%
Interest Revenue	$9	0.0%
Dividends	$33,920	62.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,153	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$293,049
Total Liabilities	$35
Net Assets	$293,014

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Sam & Roslyn Berkman Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $126k (2025)

Expenses $123k (2025)

Total Assets $200k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$126k (2025)

Expenses

$123k (2025)

Total Assets

$200k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending March
2025

Fiscal Year Ending March
2024

Fiscal Year Ending March
2023

Fiscal Year Ending March
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

Fiscal Year Ending March
2010

Fiscal Year Ending March
2009

Fiscal Year Ending March
2008

Fiscal Year Ending March
2007

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2006

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2005

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2004

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2003

Fiscal Year Ending March
2002