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California · Private foundation

Sam & Roslyn Berkman Family Foundation

Its FY2026 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$139k
Granted FY2026(still arriving)
6
Grants FY2026
5
Organizations funded FY2025
0%
First-time grantees FY2025
Read the full brief
Median grant, FY2026
$11,000
Largest grant, FY2026
$100,000
Organizations funded a year
3 to 8
FY2019 to FY2025
States reached, FY2026
4
Total assets, FY2026
$161k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2025, 0% of the organizations Sam & Roslyn Berkman Family Foundation funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
EducationArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2026still arriving6$139k17%
FY20255$121k0%
FY20243$56k33%
FY20236$74k17%
FY20226$72k17%
FY20218$75k38%
FY20205$18k40%
FY20194$13k50%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2026.

Education$685kArts & Culture$90kCrime & Legal$31kPhilanthropy$30kHealth$3kReligion$2kYouth Development$2k

Top grantees

Largest recipients by total granted, FY2017 to FY2026, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
University of Oregon Foundation$400,00060%
Enough Abuse Inc$31,00032%
Foundation for Cultural Review$30,00060%
Oak Hill School$29,00060%
Threepenny Review$24,00082%
Sarcoma Foundation of America$3,00020%
Stephen S Wise Temple$2,0001n/a
The Forward Association Inc$1,0001n/a

Plus 6 recipients with no EIN on record ($73k), not named here.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Donor Advised Charitable Giving IncCO7.5× affinity5 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Sam & Roslyn Berkman Family Foundation with peer funders

About Sam & Roslyn Berkman Family Foundation

How much does Sam & Roslyn Berkman Family Foundation give?
Sam & Roslyn Berkman Family Foundation reported 6 grants totaling $139,000 in its FY2026 IRS filing. It funded between 3 and 8 organizations a year over FY2019 to FY2025.
What does Sam & Roslyn Berkman Family Foundation fund?
By grant dollars over FY2017 to FY2026, its largest causes are Education (81%), Arts & Culture (11%), Crime & Legal (4%).
Who are Sam & Roslyn Berkman Family Foundation's largest grantees?
By total granted over FY2017 to FY2026: University of Oregon Foundation ($400k), Enough Abuse Inc ($31k), Foundation for Cultural Review ($30k).
Does Sam & Roslyn Berkman Family Foundation fund new organizations?
In FY2025, 0% of the organizations it funded were first-time grantees.
Does Sam & Roslyn Berkman Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Sam & Roslyn Berkman Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
Where is Sam & Roslyn Berkman Family Foundation based?
Sam & Roslyn Berkman Family Foundation is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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