Private Foundation

BARI MILKEN BERNSTEIN & FRED J BERNSTEIN FOUNDATION

BARI MILKEN BERNSTEIN & FRED J BERNSTEIN FOUNDATION is a private foundation categorized as Private Foundation based in SANTA MONICA, CA. Its most recent IRS filing (2024) reports revenue of $869K, expenses of $844K, total assets of $13.7M. Imperigo tracks 66 reported grants from this foundation totaling approximately $2.9M.

EIN: 453190334 SANTA MONICA, CA Latest filing: 2024
Total Revenue$869K
Total Expenses$844K
Total Assets$13.7M
Grants Given66
Grant Total$2.9M
Filing Years2020–2024

Sample Grants Given

JEWISH COMMUNITY FOUNDATION
LOS ANGELES, CA · 2024
COMMUNITY CENTERS & PROGRAMS
$300,000
MILKEN INSTITUTE
SANTA MONICA, CA · 2024
HIGHER ED & RESEARCH INST. & PROGS
$100,000
BROTHERS FOR LIFE
SEATTLE, WA · 2024
COMMUNITY CENTERS & PROGRAMS
$58,000
LOS ANGELES BALLET
LOS ANGELES, CA · 2024
CULTURAL, LIBRARIES & MUSEUMS
$50,000
CTEEN UPPER WEST SIDE INC UNIT 11741
NEW YORK, NY · 2024
HUMAN SERVICE PROGRAMS
$36,000

Showing up to 5 of 66 total records — full history available with membership.

Officers & Directors

VICE PRESIDENT AND DIRECTOR Bari Milken Bernstein
VICE PRESIDENT AND DIRECTOR Fred J Bernstein
SECRETARY & VICE PRESIDENT & DIRECTOR Lori Milken
PRESIDENT AND DIRECTOR Michael Milken
TREASURER AND DIRECTOR Ralph Finerman

Officer compensation and complete director data available with membership.

Top Grant Purposes

COMMUNITY CENTERS & PROGRAMS
$1,572,500 23 grants
HIGHER ED & RESEARCH INST. & PROGS
$350,000 8 grants
COMMUNITY CENTER PROGRAMS
$272,500 4 grants
CULTURAL, LIBRARIES & MUSEUMS
$180,000 4 grants
PRESCHOOL - 12TH GRADE PROGRAMS
$160,000 5 grants

Financial Trends

Year Revenue Expenses Assets
2024 $869K $844K $13.7M
2023 $735K $818K $13.7M
2022 $452K $886K $13.7M
2020 $2.1M $593K $12.2M

Between 2020 and 2024, reported annual revenue declined from $2.1M to $869K (-58%), with total assets most recently reported at $13.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, HI, MI, NV, NY, and 1 other state.

CAFLHIMINVNYWA

Full geographic grant map with state-by-state breakdown available with membership.

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