Private foundation · Santa Monica, CA

Bari Milken Bernstein & Fred J

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Typical grant size
$10K – $20K – $41K
25th · median · 75th percentile
Unique recipients
30
Repeat grantees
15
funded 2+ years

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

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

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
5.9%
grants paid ÷ assets · ~5% IRS minimum
'20
'21
'22
'23
'24
87
Total grants awarded
$3.7M
Total amount
$42K
Average grant
$339K
Largest grant

Giving by year

2024
$813K
19 grants
2023
$787K
15 grants
2022
$780K
17 grants
2021
$744K
21 grants
2020
$567K
15 grants

Top recipients

5 grants · CA · ≈ likely match
$1.5M
5 grants · CA · ✓ Exact match
$310K
5 grants · CA · ✓ Exact match
$300K
5 grants · CA · ✓ Exact match
$240K
The Jewish Federation of Greater Los Angeles
2 grants · CA
$218K
3 grants · CA · ✓ Exact match
$150K
5 grants · CA · ✓ Exact match
$90K
2 grants · NV · ✓ Exact match
$65K
1 grant · WA · ✓ Exact match
$58K
The Jewish Federation
2 grants · CA
$55K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Jewish Community Foundation
COMMUNITY CENTERS & PROGRAMS
CA · TY 2024
$300K
Milken Institute
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2024
$100K
Brothers for Life
COMMUNITY CENTERS & PROGRAMS
WA · TY 2024
$58K
Los Angeles Ballet
CULTURAL, LIBRARIES & MUSEUMS
CA · TY 2024
$50K
Cteen Upper West Side Inc Unit 11741
HUMAN SERVICE PROGRAMS
NY · TY 2024
$36K
The Jewish Federation of Greater Los Angeles
COMMUNITY CENTERS & PROGRAMS
CA · TY 2024
$36K
Bps Foundation
HIGHER ED & RESEARCH INST. & PROGS
NV · TY 2024
$35K
Brentwood School
PRESCHOOL - 12TH GRADE PROGRAMS
CA · TY 2024
$25K
Connect Israel
COMMUNITY CENTERS & PROGRAMS
CA · TY 2024
$25K
Berkeley Hillel
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2024
$20K
Kipp Socal Public Schools
PRESCHOOL - 12TH GRADE PROGRAMS
CA · TY 2024
$20K
Temple of the Arts
COMMUNITY CENTERS & PROGRAMS
CA · TY 2024
$18K
Friends of Duvdevan
COMMUNITY CENTERS & PROGRAMS
MI · TY 2024
$18K
Jewish National Fund - Keren Kayemeth Leisrael
COMMUNITY CENTERS & PROGRAMS
CA · TY 2024
$18K
Israel Paralympic Committee
COMMUNITY CENTERS & PROGRAMS
NY · TY 2024
$15K
Friends of United Hatzalah Inc
COMMUNITY CENTERS & PROGRAMS
NY · TY 2024
$13K
Hualalai Ohana Foundation
COMMUNITY CENTERS & PROGRAMS
HI · TY 2024
$11K
Phase One
GENERAL RESEARCH
CA · TY 2024
$10K
Keep Memory Alive
GENERAL RESEARCH
NV · TY 2024
$5K
Jewish Community Foundation
COMMUNITY CENTERS & PROGRAMS
CA · TY 2023
$325K
The Jewish Federation of Greater Los Angeles
COMMUNITY CENTERS & PROGRAMS
CA · TY 2023
$182K
Los Angeles Ballet
CULTURAL, LIBRARIES & MUSEUMS
CA · TY 2023
$90K
Milken Institute
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2023
$50K
Brentwood School
PRESCHOOL - 12TH GRADE PROGRAMS
CA · TY 2023
$35K
Friends of United Hatzalah Inc
COMMUNITY CENTERS & PROGRAMS
NY · TY 2023
$25K
Berkeley Hillel
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2023
$20K
Hawaii Community Foundation
COMMUNITY CENTERS & PROGRAMS
HI · TY 2023
$15K
Holocaust Museum LA
CULTURAL, LIBRARIES & MUSEUMS
CA · TY 2023
$10K
Birthright Israel Foundation
COMMUNITY CENTERS & PROGRAMS
NY · TY 2023
$10K
Chai Lifeline
HEALTH CARE
CA · TY 2023
$5K
Phase One
GENERAL RESEARCH
CA · TY 2023
$5K
Youth Renewal Fund
PRESCHOOL - 12TH GRADE PROGRAMS
NY · TY 2023
$5K
Baby2baby
HUMAN SERVICE PROGRAMS
CA · TY 2023
$5K
Maui Humane Society
COMMUNITY CENTERS & PROGRAMS
HI · TY 2023
$5K
Jewish Community Foundation
COMMUNITY CENTERS & PROGRAMS
CA · TY 2022
$339K
Milken Institute
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2022
$75K
Brentwood School
PRESCHOOL - 12TH GRADE PROGRAMS
CA · TY 2022
$75K
Wilshire Boulevard Temple
COMMUNITY CENTERS & PROGRAMS
CA · TY 2022
$50K
UCLA Athletics - Wooden Fund
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2022
$30K
Bps
COMMUNITY CENTERS & PROGRAMS
NV · TY 2022
$30K
Los Angeles Ballet
CULTURAL, LIBRARIES & MUSEUMS
CA · TY 2022
$30K
The Jewish Federation
COMMUNITY CENTERS & PROGRAMS
CA · TY 2022
$30K
UCLA Foundation- Mattel Childrens Hospital
HEALTH CARE
CA · TY 2022
$30K
Jewish Home of San Francisco
COMMUNITY CENTERS & PROGRAMS
CA · TY 2022
$25K
Berkeley Hillel
HIGHER ED & RESEARCH INST. & PROGS
CA · TY 2022
$20K
Hualalai Ohana Foundation
COMMUNITY CENTERS & PROGRAMS
HI · TY 2022
$15K
Birthright Israel
COMMUNITY CENTERS & PROGRAMS
NY · TY 2022
$10K
Childrens Institute Inc
HUMAN SERVICE PROGRAMS
CA · TY 2022
$10K
Baby2baby
HUMAN SERVICE PROGRAMS
CA · TY 2022
$5K
Phase One
GENERAL RESEARCH
CA · TY 2022
$5K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.