Nonprofit · EIN 95-2505127
SAM & ROSLYN BERKMAN FAMILY FOUNDATION
Tax-exempt · ENCINO, CA 91436
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $102,627 | $141,374 | -$38,747 | $161,221 | $0 | $161,221 |
| March 31, 2025 | 990-PF | $126,277 | $123,300 | $2,977 | $199,968 | $0 | $199,968 |
| March 31, 2024 | 990-PF | $49,527 | $57,920 | -$8,393 | $197,026 | $35 | $196,991 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $42,039
- Interest
- $825
- Net gain from sales of assets
- $59,763
Expenses
- Grants and similar amounts paid
- $139,000
- Disbursements for charitable purposes
- $140,162
- Excise tax on investment income
- $579
Balance sheet and other
- Total assets, start of year
- $199,968
- Total assets, end of year
- $161,221
- Total liabilities, end of year
- $0
- Net assets, end of year
- $161,221
- Fair market value of assets
- $2,427,717
- Qualifying distributions
- $140,162
- Net investment income
- $42,864
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Neil Berkman 3159 Steven Drive, Encino, CA 91436 | Presiden& Direc | 2 | $0 |
| Louis Berkman 3159 Steven Drive, Encino, CA 91436 | VP Director Sec | 2 | $0 |
| Louis Berkman 3159 Steven Drive, Encino, CA 91436 | Director | 2 | $0 |
| Neil Berkman 3159 Steven Drive, Encino, CA 91436 | Director | 2 | $0 |
990-PF for the year ended March 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Neil Berkman 3159 Steven Drive, Encino, CA 91436 | Presiden& Direc | 2 | $0 |
| Louis Berkman 3159 Steven Drive, Encino, CA 91436 | VP Director Sec | 2 | $0 |
| Louis Berkman 3159 Steven Drive, Encino, CA 91436 | Director | 2 | $0 |
| Neil Berkman 3159 Steven Drive, Encino, CA 91436 | Director | 2 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Neil Berkman 3159 Steven Drive, Encino, CA 91436 | Presiden& Direc | 2 | $0 |
| Louis Berkman 3159 Steven Drive, Encino, CA 91436 | VP Director Sec | 2 | $0 |
| Louis Berkman 3159 Steven Drive, Encino, CA 91436 | Director | 2 | $0 |
| Neil Berkman 3159 Steven Drive, Encino, CA 91436 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3159 STEVEN DR, ENCINO, CA 91436-4223
- Signed the 990-PF
- Neil Berkman, President & CEO
- Phone
- (310) 477-3118
- Return prepared by
- TERI LAREVA CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2505127 or by the name SAM & ROSLYN BERKMAN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-2505127
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $161,221
- Income (IRS master file)
- $42,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $102,627 | $141,374 | $161,221 | IRS |
| 990-PF | March 2025 | $126,277 | $123,300 | $199,968 | IRS |
| 990-PF | March 2024 | $49,527 | $57,920 | $197,026 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2505127).
Questions about SAM & ROSLYN BERKMAN FAMILY FOUNDATION
- What is the EIN of SAM & ROSLYN BERKMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of SAM & ROSLYN BERKMAN FAMILY FOUNDATION is 95-2505127.
- Is SAM & ROSLYN BERKMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to SAM & ROSLYN BERKMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM & ROSLYN BERKMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM & ROSLYN BERKMAN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM & ROSLYN BERKMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of SAM & ROSLYN BERKMAN FAMILY FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does SAM & ROSLYN BERKMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $102,627, expenses of $141,374 and total assets of $161,221 at year end.
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