Funder DirectoryBARI MILKEN BERNSTEIN & FRED J
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Private foundation (trust)EIN 453190334Est. 2012-05

BARI MILKEN BERNSTEIN & FRED J

SANTA MONICA, CA 904011304

Total Assets

$16.4M

FY 2024

Annual Giving

$813K

FY 2024

Grants Made

19

FY 2024

Avg Grant

$43K

FY 2024

Grant Range

$5K–$300K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$869K

Total Expenses

$844K

Qualifying Distributions

$825K

Distributable Amount

$797K

Min. Investment Return

$809K

Undistributed Income

$499K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $5K through median $20K to maximum $300K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $813K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

66 grants

JEWISH COMMUNITY FOUNDATION
$1.2M
4 grants
MILKEN INSTITUTE
$250K
4 grants
LOS ANGELES BALLET
$250K
4 grants
THE JEWISH FEDERATION OF GREATER LOS ANGELES
$218K
2 grants
BRENTWOOD SCHOOL
$190K
4 grants
WILSHIRE BOULEVARD TEMPLE
$100K
2 grants
BERKELEY HILLEL
$75K
4 grants
BROTHERS FOR LIFE
$58K
1 grant

Grant Size Distribution

66 grants

<$10K
17
grants
$10–50K
37
grants
$50–250K
9
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

7 states

California
$2.6M
89% of total
New York
$114K
4% of total
Nevada
$70K
2% of total
Hawaii
$59K
2% of total
Washington
$58K
2% of total
Michigan
$18K
1% of total
Florida
$1K
0% of total

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BARI MILKEN BERNSTEIN & FRED J — Grants, Financials & Contact | Grantivo