EIN 95-2505127

Sam & Roslyn Berkman Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
1968
Most recent tax filings
2024-03-01
NTEE code, primary
Description
The Sam & Roslyn Berkman Family Foundation is a private foundation located in Encino, CA that primarily funds education, education/arts, community services, and community service. Their grantees include University of Oregon Foundation and others, and they made six grants last year.
Total revenues
$49,527
2024
Total expenses
$57,920
2024
Total assets
$197,026
2024
Num. employees
0
2024

Grants made by Sam & Roslyn Berkman Family Foundation

GranteeGrant descriptionAmount
University of Oregon FoundationEducation$50,000
Threepenny ReviewEducation$3,000
Massachusetts Citizens for ChildrenCommunity Services$3,000

Personnel at Sam & Roslyn Berkman Family Foundation

NameTitleCompensation
Neil BerkmanPresident and Chief Executive Officer$0

Financials for Sam & Roslyn Berkman Family Foundation

RevenuesFYE 03/2024
Total grants, contributions, etc.$0
Investment income and dividends$42,360
Net rental income$0
Net gain from sale of non-inventory assets$7,167
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$49,527

Form 990s for Sam & Roslyn Berkman Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-032024-06-07990PFView PDF
2023-032023-05-19990PFView PDF
2022-032022-05-30990PFView PDF
2021-032021-06-23990PFView PDF
2020-032020-10-01990PRView PDF
...and 8 more Form 990s
Data update history
August 18, 2024
Posted financials
Added Form 990PF for fiscal year 2024
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 20, 2023
Posted financials
Added Form 990PF for fiscal year 2023
November 1, 2021
Posted financials
Added Form 990PF for fiscal year 2021
August 20, 2021
Posted financials
Added Form 990R for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedCommunity engagement / volunteeringTax deductible donationsNo full-time employees
General information
Address
3159 Steven Dr
Encino, CA 91436
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Phone
(310) 477-3118
IRS details
EIN
95-2505127
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
1968
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
008811
FTB Entity ID
0537725
AB 488 data last updated ("as-of") date
2024-12-04
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