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Also known as: BERNSTEIN FOUNDATION
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Bari Milken Bernstein & Fred J Bernstein Foundation is a private corporation based in SANTA MONICA, CA. The foundation received its IRS ruling in 2012. The principal officer is Michael Milken. It holds total assets of $13.7M. Annual income is reported at $869K. Total assets have grown from $9.6M in 2011 to $13.7M in 2024. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. The foundation primarily funds organizations in California and New York. According to available records, Bari Milken Bernstein & Fred J Bernstein Foundation has made 49 grants totaling $2.3M, with a median grant of $25K. Annual giving has decreased from $1.6M in 2022 to $787K in 2023. Individual grants have ranged from $1K to $339K, with an average award of $48K. The foundation has supported 25 unique organizations. The foundation primarily supports organizations in California, Nevada, New York, which account for 88% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$15K
Average Grant
$35K
Largest Grant
$310K
Based on 21 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bari Milken Bernstein & Fred J Bernstein Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 49 grants. Its grantmaking reaches organizations primarily in CA, NV, NY.
Bari Milken Bernstein & Fred J Bernstein Foundation has distributed a total of $2.3M across 49 grants. The median grant size is $25K, with an average of $48K. Individual grants have ranged from $1K to $339K.
Bari Milken Bernstein & Fred J Bernstein Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bari Milken Bernstein & Fred J Bernstein Foundation is headquartered in SANTA MONICA, CA. While based in CA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lori Milken | SECRETARY & VICE PRESIDENT & DIRECTOR | $0 | $0 | N/A |
| Ralph Finerman | TREASURER AND DIRECTOR | $0 | $0 | N/A |
| Michael Milken | PRESIDENT AND DIRECTOR | $0 | $0 | N/A |
| Bari Milken Bernstein | VICE PRESIDENT AND DIRECTOR | $0 | $0 | N/A |
| Fred J Bernstein | VICE PRESIDENT AND DIRECTOR | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$13.7M
Fair Market Value
N/A
Net Worth
$13.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
49
Total Giving
$2.3M
Average Grant
$48K
Median Grant
$25K
Unique Recipients
25
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Chai LifelineHEALTH CARE | Beverly Hills, CA | $5K | 2023 |
| Birthright IsraelCOMMUNITY CENTERS & PROGRAMS | New York, NY | $10K | 2022 |
| Jewish Community FoundationCOMMUNITY CENTERS & PROGRAMS | Los Angeles, CA | $325K | 2023 |
| The Jewish Federation Of Greater Los AngelesCOMMUNITY CENTERS & PROGRAMS | Los Angeles, CA | $182K | 2023 |
| Los Angeles BalletCULTURAL, LIBRARIES & MUSEUMS | Los Angeles, CA | $90K | 2023 |
| Milken InstituteHIGHER ED & RESEARCH INST. & PROGS | Santa Monica, CA | $50K | 2023 |
| Brentwood SchoolPRESCHOOL - 12TH GRADE PROGRAMS | Los Angeles, CA | $35K | 2023 |
| Friends Of United Hatzalah IncCOMMUNITY CENTERS & PROGRAMS | New York, NY | $25K | 2023 |
| Berkeley HillelHIGHER ED & RESEARCH INST. & PROGS | Berkeley, CA | $20K | 2023 |
| Hawaii Community FoundationCOMMUNITY CENTERS & PROGRAMS | Honolulu, HI | $15K | 2023 |
| Birthright Israel FoundationCOMMUNITY CENTERS & PROGRAMS | New York, NY | $10K | 2023 |
| Holocaust Museum LaCULTURAL, LIBRARIES & MUSEUMS | Los Angeles, CA | $10K | 2023 |
| Phase OneGENERAL RESEARCH | Los Angeles, CA | $5K | 2023 |
| Baby2babyHUMAN SERVICE PROGRAMS | Los Angeles, CA | $5K | 2023 |
| Youth Renewal FundPRESCHOOL - 12TH GRADE PROGRAMS | New York, NY | $5K | 2023 |
| Maui Humane SocietyCOMMUNITY CENTERS & PROGRAMS | Puunene, HI | $5K | 2023 |
| Wilshire Boulevard TempleCOMMUNITY CENTERS & PROGRAMS | Los Angeles, CA | $50K | 2022 |
| The Jewish FederationCOMMUNITY CENTERS & PROGRAMS | Los Angeles, CA | $30K | 2022 |
| BpsCOMMUNITY CENTERS & PROGRAMS | Las Vegas, NV | $30K | 2022 |
| Ucla Athletics - Wooden FundHIGHER ED & RESEARCH INST. & PROGS | Los Angeles, CA | $30K | 2022 |
| Ucla Foundation- Mattel Childrens HospitalHEALTH CARE | Los Angeles, CA | $30K | 2022 |
| Jewish Home Of San FranciscoCOMMUNITY CENTERS & PROGRAMS | San Francisco, CA | $25K | 2022 |
| Hualalai Ohana FoundationCOMMUNITY CENTERS & PROGRAMS | Kailuakona, HI | $15K | 2022 |
| Childrens Institute IncHUMAN SERVICE PROGRAMS | Los Angeles, CA | $10K | 2022 |
| Rescue 22 FoundationHUMAN SERVICE PROGRAMS | Naples, FL | $1K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA