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Bari Milken Bernstein & Fred J Bernstein Foundation at a glance

· Private foundation

Bari Milken Bernstein & Fred J Bernstein Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$813k
Granted FY2024still arriving
19
Grants FY2024still arriving
6
States reached
$300k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$1.8MEducation$439kArts & Culture$434kSocial Science$300kReligion$240kHuman Services$184kHealth$161kInternational$53kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k14 grants · $300k
  • $50k–250k3 grants · $208k
  • $250k+1 grant · $300k
$20,000
Median grant
6
States reached
$14M
Total assets

Anchored by a single position: about 98% of reported assets are held in Np1 Llc.

Largest grants
RecipientAmount
JEWISH COMMUNITY FOUNDATION$300,000
MILKEN INSTITUTE$100,000
BROTHERS FOR LIFE$58,000
LOS ANGELES BALLET$50,000
THE JEWISH FEDERATION OF GREATER LOS ANGELES$36,000
CTEEN UPPER WEST SIDE INC UNIT 11741$36,000
BPS FOUNDATION$35,000
BRENTWOOD SCHOOL$25,000
CONNECT ISRAEL$25,000
BERKELEY HILLEL$20,000
KIPP SOCAL PUBLIC SCHOOLS$20,000
JEWISH NATIONAL FUND - KEREN KAYEMETH LEISRAEL$18,000
TEMPLE OF THE ARTS$18,000
FRIENDS OF DUVDEVAN$18,000
Individual grant recipient$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–22, $15k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%CHILDRENS INSTITUTE INC: $10k → 14%CHILDRENS INSTITUTE INC: $5k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

78%of every dollar goes to organizations it has funded before.
$1.7M · 18 repeat orgs$479k to everyone else

18 repeat relationships: 8 still active in FY2024, 10 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
14

Total granted

$1.7M
$249k

Median revenue growth · since first grant

+28%
+33%

Still filing today

67%
64%

New vs renewed · share of each year

In FY2024, 53% of grant dollars renewed an existing relationship; $230k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Arts & CultureEducationHealthPhilanthropyInternationalAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • LA
    LOS ANGELES BALLET INC
    5× · 2020–2024 · $310k · revenue +83%
  • TM
    THE MILKEN INSTITUTE
    5× · 2020–2024 · $300k · revenue +182%
  • BS
    BRENTWOOD SCHOOL
    5× · 2020–2024 · $240k · revenue +28%

Funded once

  • TL
    THE LOS ANGELES DODGERS FOUNDATIONgraduated
    one grant, 2021 · $45k · revenue +59%
  • UO
    UNIVERSITY OF CALIFORNIA SANTA BARBARA
    one grant, 2020 · $35k
  • UF
    UCLA FOUNDATION - WOODEN ATHLETIC FUND
    one grant, 2021 · $35k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Jewish Federation Council of Greater La

Based on jewish values, the jewish federation of greater los angeles convenes and leads the community and leverages its resources to assure the continuity of the jewish people, support a secure state of israel, care for jews in need here…

Philanthropy
2
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
3
Jewish Community Foundation of Los Angeles

We steward $1.5 billion in charitable assets through donor-advised funds, endowments, and other giving vehicles. partnering with 1,400 individuals, families, and organizations, we build enduring legacies and multigenerational impact. in…

Philanthropy
4
The Israel Innovation Fund Inc

Our vision is to reignite the zionist spirit and meet the needs of jewish civilization in the twenty-first century by connecting people around the world through the vibrancy and creativity of contemporary israeli culture.

Arts & Culture
5
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
6
University of Southern California Hillel Foundation

To create an informed, celebratory and satisfying jewish community for students at the university of southern california, to deepen jewish identity through social, intellectual and spiritual participation, to offer diversified…

—
7
The Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

—
8
Bureau of Jewish Education of Greater Los Angeles Inc

Bje enhances the quality of, increases access to, and encourages participation in jewish education throughout the jewish communities of greater los angeles. bje is an advocate, planner, catalyst, and creative leader for strengthening and…

Religion
9
American Friends of Hebrew University Inc

Support the hebrew univ. of jerusalem, israel's foremost center of higher edu. & research.

International
10
Israel Scholarship Education Foundation

Israel scholarship education foundation's mission is to narrowisrael's socio-economic gap through higher education. its unique methodology combines scholarship support for gifted young people fromdisadvantaged backgrounds with community…

International
11
Brown Hillel Foundation

Brown risd hillel encourages and supports a diversity of students as they explore, develop and deepen their jewish identities. we are committed to having judaism serve as a source of meaning and growth during their time on college hill and…

—
12
The Haron Dahan Fund for Bar-Ilan University in Israel

The fund's primary exempt mission is to solicit grants and contributions to support the educational mission of the bar-ilan university's azrieli faculty of medicine in the galilee.

Education
How this is measured
The grantee most central to the portfolio’s shape is Birthright Israel Foundation; the most unlike its peers is Connect Israel. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

30 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 30 of the 45 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
29/30
Grantees still filing
18/30
Grew since first funded

Where the money sits, by cause and then by grantee

THE JEWISH COMMUNITY FOUNDATION: $1,469,000 · OtherTHE JEWISH COMMUNITY FOUNDATIONTHE MILKEN INSTITUTE: $300,000 · OtherTHE MILKEN INSTITUTETHE JEWISH FEDERATION OF GREATER LOS ANGELES: $218,000 · OtherTHE JEWISH FEDERATION OF GREATER LOS ANGELESWILSHIRE BOULEVARD TEMPLE: $150,000 · OtherWILSHIRE BOULEVARD TEMPLE+21 more: $582,500 · Other+21 moreLOS ANGELES BALLET INC: $310,000 · Arts & CultureLOS ANGELES …Brothers for Life: $58,000 · Arts & CultureBrothers for…FRIENDS OF UNITED HATZALAH INC: $37,500 · Arts & CultureFRIENDS OF U…+1 more: $10,000 · Arts & CultureBRENTWOOD SCHOOL: $240,000 · EducationBRENTWOOD …HUALALAI OHANA FOUNDATION: $53,500 · EducationHUALALAI O…UCLA FOUNDATION: $25,000 · EducationUCLA FOUND…KIPP SOCAL PUBLIC SCHOOLS: $20,000 · EducationKIPP SOCAL…+1 more: $10,000 · EducationPROSTATE CANCER FOUNDATION: $25,000 · PhilanthropyFRIENDS OF DUVDEVAN: $18,000 · PhilanthropyHAWAII COMMUNITY FOUNDATION: $15,000 · PhilanthropyCONNECT ISRAEL: $25,000 · InternationalJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $18,000 · InternationalBIRTHRIGHT ISRAEL FOUNDATION: $10,000 · InternationalPHASE ONE FOUNDATION: $22,500 · HealthCROHN'S & COLITIS FOUNDATION INC: $20,000 · HealthCHAI LIFELINE INC: $5,000 · HealthBEAUTY BUS FOUNDATION: $3,000 · HealthTHE LOS ANGELES DODGERS FOUNDATION: $45,000 · Recreation & Sports
Other$2,719,500Arts & Culture$415,500Education$348,500Philanthropy$58,000International$53,000Health$50,500Recreation & Sports$45,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLOS ANGELES BALLET INC: $310,000 over 5y, 3.9% of budgetTHE MILKEN INSTITUTE: $300,000 over 5y, 0.0% of budgetBRENTWOOD SCHOOL: $240,000 over 5y, 0.1% of budgetBERKELEY HILLEL: $90,000 over 5y, 1.2% of budgetBrothers for Life: $58,000 over 1y, 0.3% of budgetHUALALAI OHANA FOUNDATION: $53,500 over 4y, 1.2% of budgetTHE LOS ANGELES DODGERS FOUNDATION: $45,000 over 1y, 0.6% of budgetFRIENDS OF UNITED HATZALAH INC: $37,500 over 2y, 0.0% of budgetBPS FOUNDATION: $35,000 over 1y, 0.1% of budgetPROSTATE CANCER FOUNDATION: $25,000 over 1y, 0.1% of budgetUCLA FOUNDATION: $25,000 over 1y, 0.0% of budgetPHASE ONE FOUNDATION: $22,500 over 4y, 0.4% of budgetKIPP SOCAL PUBLIC SCHOOLS: $20,000 over 1y, 0.0% of budgetCROHN'S & COLITIS FOUNDATION INC: $20,000 over 2y, 0.0% of budgetJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $18,000 over 1y, 0.0% of budgetFRIENDS OF DUVDEVAN: $18,000 over 1y, 0.5% of budgetBABY2BABY: $15,000 over 3y, 0.0% of budgetHAWAII COMMUNITY FOUNDATION: $15,000 over 1y, 0.0% of budgetCHILDREN'S INSTITUTE INC: $15,000 over 2y, 0.0% of budgetHOLOCAUST MUSEUM LA: $10,000 over 1y, 0.1% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $10,000 over 1y, 0.0% of budgetYOUTH RENEWAL FUND: $10,000 over 2y, 0.1% of budgetWEST LOS ANGELES LITTLE LEAGUE: $7,500 over 1y, 1.1% of budgetCHAI LIFELINE INC: $5,000 over 1y, 0.0% of budgetBROADWAY CARESEQUITY FIGHTS AIDS INC: $5,000 over 1y, 0.0% of budgetMAUI HUMANE SOCIETY: $5,000 over 1y, 0.1% of budgetBEAUTY BUS FOUNDATION: $3,000 over 2y, 0.2% of budgetRESCUE 22 FOUNDATION INC: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Community Foun…The Michael and Lori …Gs Donor Advised Phil…California Community …Morgan Stanley Global…National Philanthropi…Vanguard Charitable E…Donor Advised Charita…American Online Givin…The Bank of America C…Fidelity Investments …Amazonsmile Foundation
Jewish Community Foundation of Los AngelesCA19.2× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Foundation of Los Angeles · The Michael and Lori Milken Family Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · California Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bari Milken Bernstein & Fred J Bernstein Foundation funds: left to right is the share of its income from government, bottom to top the share from Bari Milken Bernstein & Fred J Bernstein Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Bari Milken Bernstein & Fred J Bernstein Foundation?

    Find your warmest path to Bari Milken Bernstein & Fred J Bernstein Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 45 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bari Milken Bernstein & Fred J Bernstein’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home