Bari Milken Bernstein & Fred J
The Bari Milken Bernstein & Fred J Bernstein Foundation is a private 501(c)(3) foundation established in California in 2012, based in Santa Monica. The foundation supports public charity cultural programs and operates as a family foundation.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$813K
+3.2% YoY
Grant Count
19
+26.7% YoY
Avg Grant Size
$43K
-18.5% YoY
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Arts, Culture & Humanities (particularly cultural programs)
Grantmaking
The foundation does not accept unsolicited applications and operates on an invite-only basis.
Grant Range
$5,000–$325,000
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Geographic Focus
Where this funder awards grants
Primary funding areas include California, New York, and Nevada, with significant activity in the Los Angeles area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (2023):
- Total assets: $13,685,745
- Total revenues: $735,053
- Total expenses: $818,215
- Giving rate: 5.8% of assets
Historical Comparison (2022):
- Total assets: $13.7 million
- Total giving: $780,000
- Number of grants: 17
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Community Foundation ($300,000), Milken Institute ($100,000), Brothers for Life ($58,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH COMMUNITY FOUNDATION LOS ANGELES, CA | COMMUNITY CENTERS & PROGRAMS | $300,000 |
| MILKEN INSTITUTE SANTA MONICA, CA | HIGHER ED & RESEARCH INST. & PROGS | $100,000 |
| BROTHERS FOR LIFE SEATTLE, WA | COMMUNITY CENTERS & PROGRAMS | $58,000 |
| LOS ANGELES BALLET LOS ANGELES, CA | CULTURAL, LIBRARIES & MUSEUMS | $50,000 |
| CTEEN UPPER WEST SIDE INC UNIT 11741 NEW YORK, NY | HUMAN SERVICE PROGRAMS | $36,000 |
| THE JEWISH FEDERATION OF GREATER LOS ANGELES LOS ANGELES, CA | COMMUNITY CENTERS & PROGRAMS | $36,000 |
| BPS FOUNDATION LAS VEGAS, NV | HIGHER ED & RESEARCH INST. & PROGS | $35,000 |
| BRENTWOOD SCHOOL LOS ANGELES, CA | PRESCHOOL - 12TH GRADE PROGRAMS | $25,000 |
| CONNECT ISRAEL LOS ANGELES, CA | COMMUNITY CENTERS & PROGRAMS | $25,000 |
| BERKELEY HILLEL BERKELEY, CA | HIGHER ED & RESEARCH INST. & PROGS | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Ralph Finerman, Treasurer (as of 2023)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL MILKEN | PRESIDENT AND DIRECTOR | 5 | — |
| LORI MILKEN | SECRETARY & VICE PRESIDENT & DIRECTOR | 5 | — |
| RALPH FINERMAN | TREASURER AND DIRECTOR | 5 | — |
| BARI MILKEN BERNSTEIN | VICE PRESIDENT AND DIRECTOR | 5 | — |
| FRED J BERNSTEIN | VICE PRESIDENT AND DIRECTOR | 5 | — |
Contact Information
- Address: 1250 4th Street, Suite 520, Santa Monica, CA 90401-1418
- Telephone: 310-570-4800
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Bari Milken Bernstein & Fred J fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Arts, Culture & Humanities (particularly cultural programs)
How do I apply for a grant from Bari Milken Bernstein & Fred J?
**Grant Activity:** • Total annual giving: approximately $787,000–$812,500 • Number of grants: 15 grants annually (as of 2023) • Grant range: $5,000–$325,000 • Median grant size: $15,000 **Recent Grants (2023):** • The Jewish Community Foundation: $325,000 (Community Centers & Programs) • Jewish Federation of Greater Los Angeles: $182,000 (Community Centers & Programs) • Los Angeles Ballet (LAB): $90,000 (Cultural, Libraries & Museums) **Application Policy:** The foundation does not accept unso…
Where does Bari Milken Bernstein & Fred J make grants?
Primary funding areas include California, New York, and Nevada, with significant activity in the Los Angeles area.
What size grants does Bari Milken Bernstein & Fred J award?
In 2024, Bari Milken Bernstein & Fred J awarded 19 grants totaling $813K — an average of about $43K per grant, based on its IRS Form 990 filings.
What is Bari Milken Bernstein & Fred J's EIN?
Bari Milken Bernstein & Fred J's EIN (Employer Identification Number) is 45-3190334. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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