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· Private foundation

The Leslie S and Philip L Bernstein Family Fund

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$209k
Granted FY2025still arriving
38
Grants FY2025still arriving
13
States reached
$50k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$1.1MArts & Culture$786kEnvironment$80kInternational$64kEducation$59kPublic Safety & Disaster$50kPhilanthropy$36kRecreation & Sports$22kOther$0
02FY2025 · 38 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k31 grants · $38k
  • $10k–50k5 grants · $71k
  • $50k–250k2 grants · $100k
$1,000
Median grant
13
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
MUSIC ACADEMY OF THE WEST$50,000
SANTA BARBARA COTTAGE HOSPITAL$50,000
SANSUM CLINIC$30,000
Germantown Academy$11,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION$10,000
CANCER FOUNDATION OF SANTA BARBARA$10,000
OPHTHALMICEDGE INC$10,000
California Pacific Medical Center Foundation$5,000
WORLD CLASS ACCESSIBILITY FOUNDATION$2,500
Ganna Walska Lotusland$2,500
THE METROPOLITAN OPERA GUILD INC$2,000
Santa Barbara BOTANIC GARDEN$1,500
MONTECITO TRAILS FOUNDATION$1,000
WESLEYAN UNIVERSITY$1,000
SANTA BARBARA HISTORICAL MUSEUM$1,000
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 94% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%WOODS HOLE OCEANOGRAPHIC INSTITUTION: $10k → 8%MAYO CLINIC: $5k → 9%Germantown Academy: $11k → 7%CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $15k → 12%Cancer Center of Santa Barbara: $62k → 14%THE METROPOLITAN OPERA GUILD INC: $5k → 17%WESLEYAN UNIVERSITY: $3k → 7%YELLOWSTONE FOREVER: $5k → 11%MAYO CLINIC: $5k → 9%CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $15k → 12%CANCER FOUNDATION OF SANTA BARBARA: $25k → 14%California Pacific Medical Center Foundation: $10k → 12%CANCER FOUNDATION OF SANTA BARBARA: $25k → 14%California Pacific Medical Center Foundation: $5k → 12%CANCER FOUNDATION OF SANTA BARBARA: $20k → 14%OPHTHALMIC EDGE: $25k → 17%CANCER FOUNDATION OF SANTA BARBARA: $20k → 14%WEILL CORNELL MEDICAL COLLEGE: $15k → 17%CANCER FOUNDATION OF SANTA BARBARA: $20k → 14%OPHTHALMICEDGE INC: $10k → 17%Cancer Center of Santa Barbara: $10k → 14%OPHTHALMICEDGE INC: $10k → 17%CANCER FOUNDATION OF SANTA BARBARA: $10k → 14%OPHTHALMICEDGE INC: $10k → 17%CANCER FOUNDATION OF SANTA BARBARA: $10k → 14%UC SANTA BARBARA FOUNDATION: $5k → 14%SANSUM CLINIC: $50k → 14%DIRECT RELIEF INTERNATIONAL: $25k → 14%DIRECT RELIEF: $25k → 14%DIRECT RELIEF: $10k → 14%SANTA BARBARA ART MUSEUM: $100k → 14%Lobero Theatre Foundation: $50k → 14%SANTA BARBARA FOUNDATION: $10k → 14%SANTA BARBARA FOUNDATION: $5k → 14%SANTA BARBARA FOUNDATION: $5k → 14%SANTA BARBARA FOUNDATION: $5k → 14%MUSIC ACADEMY OF THE WEST: $110k → 14%MUSIC ACADEMY OF THE WEST: $100k → 14%MUSIC ACADEMY OF THE WEST: $75k → 14%MUSIC ACADEMY OF THE WEST: $60k → 14%MUSIC ACADEMY OF THE WEST: $54k → 14%MUSIC ACADEMY OF THE WEST: $50k → 14%MUSIC ACADEMY OF THE WEST: $44k → 14%Music Academy of the West: $39k → 14%MUSIC ACADEMY OF THE WEST: $25k → 14%PIERRE CLAEYSSENS VETERANS FOUNDATION: $6k → 14%PIERRE CLAEYSSENS VETERANS FOUNDATION: $6k → 14%PIERRE CLAEYSSENS VETERANS FOUNDATION: $6k → 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.

Which US states its grants reach

AK
NH
MT
MN
NY
MA
WY
PA
CT
CA
CO
VA
AZ
TN
DC
GA
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.

91%of every dollar goes to organizations it has funded before.
$2.0M · 43 repeat orgs$186k to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against +10% for those funded once.

43 repeat relationships: 35 still active in FY2025, 8 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

43
19

Total granted

$2.0M
$185k

Median revenue growth · since first grant

+46%
+10%

Still filing today

86%
32%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureHealthEnvironmentRecreation & SportsEducationInternationalOther
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

  • MA
    MUSIC ACADEMY OF THE WEST
    9× · 2017–2025 · $555k · revenue +18%
  • SB
    Santa Barbara Cottage Hospital
    9× · 2017–2025 · $450k · revenue +31%
  • SC
    SANSUM CLINIC
    9× · 2017–2025 · $275k · revenue +33%

Funded once

  • SB
    SANTA BARBARA ART MUSEUM
    one grant, 2017 · $100k
  • JS
    JACOB STERN EMPLOYEE HURRICANE RELIEF FUND
    one grant, 2018 · $50k
  • WC
    WEILL CORNELL MEDICAL COLLEGE
    one grant, 2018 · $15k
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
Santa Barbara Museum of Art

To integrate art into the lives of people, fostering imagination, stimulating thought, and creating personally rewarding experiences.

Arts & Culture
2
Opera Santa Barbara

See schedule 0founded in 1994, opera santa barbara is the signature provider of professional opera on the california central coast. we aspire to be a cultural leader in the santa barbara region, voicing and advancing our community's spirit…

Arts & Culture
3
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
4
Santa Barbara Maritime Museum

Creating excellent exhibits and educational experiences that celebrate the santa barbara channel and illuminate our rich connections with the sea.

Arts & Culture
5
Santa Catalina Island Conservancy

The catalina island conservancy protects and stewards 88% of catalina island. more than 42,000 acres of wildlands, coves and coastal habitats. founded to preserve the island's natural resources, the conservancy advances a mission rooted in…

—
6
Santa Lucia Conservancy

To protect and steward in perpetuity the unique natural, cultural, and asthetic resources of the preserve and serve as a model of ecologically sustainable development to committees outside the preserve.

Environment
7
Museum of Sonoma County

The museum of sonoma county engages and inspires our diverse community with art and history exhibitions, collections, and public programs that are inclusive, educational, and relevant.

Arts & Culture
8
Foundation of California State University Monterey Bay

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Education
9
California College of the Arts

California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…

Education
10
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
11
San Francisco Bay Bird Observatory

The San Francisco Bay Bird Observatory is dedicated to the conservation of birds and their habitats through science and outreach.

Environment
12
Santa Barbara Public Library Foundation

The santa barbara public library foundation supports the long-term health and sustainability of the santa barbara public library through public-private partnerships.

Public Benefit
How this is measured
The grantee most central to the portfolio’s shape is Santa Barbara Foundation; the most unlike its peers is Merrag. 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

49 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. 49 of the 68 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.

1
Load-bearing (≥25% of a budget)
10
Early backer (in before they grew)
49/49
Grantees still filing
38/49
Grew since first funded

Where the money sits, by cause and then by grantee

Santa Barbara Cottage Hospital: $450,000 · HealthSanta Barbara Cottage HospitalSANSUM CLINIC: $275,000 · HealthSANSUM CLINICCANCER FOUNDATION OF SANTA BARBARA: $130,000 · HealthCANCER FOUNDATION OF SANTA BARBARAOPHTHALMICEDGE INC: $55,000 · HealthOPHTHALMICEDGE INCCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $45,000 · Health+3 more: $8,000 · HealthMUSIC ACADEMY OF THE WEST: $554,900 · Arts & CultureMUSIC ACADEMY OF THE WESTLOBERO THEATRE FOUNDATION: $55,500 · Arts & CultureLOBERO THEATRE FOUNDATION+9 more: $49,050 · Arts & Culture+9 moreSANTA BARBARA ART MUSEUM: $100,000 · OtherSANTA BARBARA ART …Cancer Center of Santa Barbara: $72,000 · OtherCancer Center of S…JACOB STERN EMPLOYEE HURRICANE RELIEF FUND: $50,000 · OtherJACOB STERN EMPLOY…WEILL CORNELL MEDICAL COLLEGE: $15,000 · OtherWorld Class Accessibility Foundation: $12,500 · OtherWOODS HOLE OCEANOGRAPHIC INSTITUTION: $19,500 · OtherWOODS HOLE OCEANOG…+27 more: $94,500 · Other+27 moreDIRECT RELIEF: $63,000 · International+1 more: $600 · InternationalTHE LAND TRUST FOR SANTA BARBARA COUNTY: $32,000 · EnvironmentYELLOWSTONE FOREVER: $11,000 · EnvironmentHEAL THE OCEAN INC: $7,500 · EnvironmentSANTA BARBARA BOTANIC GARDEN: $5,500 · EnvironmentGRAND CANYON CONSERVANCY: $2,750 · EnvironmentTHE PUBLIC SCHOOL OF GERMANTOWN: $22,000 · EducationWESLEYAN UNIVERSITY: $10,500 · EducationUC SANTA BARBARA FOUNDATION: $6,000 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,500 · Education+2 more: $1,000 · EducationSANTA BARBARA FOUNDATION: $26,500 · PhilanthropyMontecito Community Foundation: $5,000 · PhilanthropyWOMEN'S FUND OF SANTA BARBARA: $2,500 · Philanthropy
Health$963,000Arts & Culture$659,450Other$363,500International$63,600Environment$58,750Education$41,000Philanthropy$34,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMUSIC ACADEMY OF THE WEST: $554,900 over 9y, 1.1% of budgetSanta Barbara Cottage Hospital: $450,000 over 9y, 0.0% of budgetSANSUM CLINIC: $275,000 over 9y, 0.0% of budgetCANCER FOUNDATION OF SANTA BARBARA: $130,000 over 7y, 0.3% of budgetDIRECT RELIEF: $63,000 over 5y, 0.0% of budgetLOBERO THEATRE FOUNDATION: $55,500 over 5y, 0.8% of budgetOPHTHALMICEDGE INC: $55,000 over 4y, 27% of budgetCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $45,000 over 4y, 0.1% of budgetTHE LAND TRUST FOR SANTA BARBARA COUNTY: $32,000 over 4y, 0.5% of budgetSANTA BARBARA FOUNDATION: $26,500 over 5y, 0.0% of budgetTHE PUBLIC SCHOOL OF GERMANTOWN: $22,000 over 9y, 0.0% of budgetPIERRE CLAEYSSENS VETERANS FOUNDATION: $20,050 over 4y, 1.0% of budgetWOODS HOLE OCEANOGRAPHIC INSTITUTION: $19,500 over 5y, 0.0% of budgetWorld Class Accessibility Foundation: $12,500 over 2y, 7.2% of budgetGANNA WALSKA LOTUSLAND: $11,500 over 7y, 0.0% of budgetYELLOWSTONE FOREVER: $11,000 over 7y, 0.0% of budgetWESLEYAN UNIVERSITY: $10,500 over 9y, 0.0% of budgetYOSEMITE FOUNDATION: $9,500 over 9y, 0.0% of budgetThe Metropolitan Opera Guild Inc: $9,500 over 3y, 0.7% of budgetHEAL THE OCEAN INC: $7,500 over 6y, 0.5% of budgetSANTA BARBARA BOWL FOUNDATION: $7,250 over 4y, 0.1% of budgetJOHN & ANNA NEWTON PORTER FOUNDATION: $6,000 over 6y, 0.1% of budgetUC SANTA BARBARA FOUNDATION: $6,000 over 2y, 0.0% of budgetSANTA BARBARA BOTANIC GARDEN: $5,500 over 4y, 0.0% of budgetMontecito Community Foundation: $5,000 over 5y, 1.3% of budgetMAYO CLINIC: $5,000 over 1y, 0.0% of budgetSMITHSONIAN INSTITUTION: $5,000 over 5y, 0.0% of budgetSANTA BARBARA ZOOLOGICAL FOUNDATION: $4,000 over 4y, 0.0% of budgetSANTA BARBARA HISTORICAL MUSEUM: $4,000 over 4y, 0.1% of budgetMOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION: $4,000 over 4y, 0.0% of budgetSANTA BARBARA MUSEUM OF NATURAL HISTORY: $3,000 over 3y, 0.0% of budgetPUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA: $3,000 over 3y, 0.0% of budgetMONTECITO FRIENDS OF THE LIBRARY: $3,000 over 3y, 1.9% of budgetUNITED SERVICE ORGANIZATIONS INC: $3,000 over 3y, 0.0% of budgetCASA DEL HERRERO: $3,000 over 2y, 0.4% of budgetGRAND CANYON CONSERVANCY: $2,750 over 5y, 0.0% of budgetNATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES: $2,500 over 3y, 0.0% of budgetMONTECITO TRAILS FOUNDATION: $2,000 over 3y, 0.2% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $2,000 over 2y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,500 over 3y, 0.0% of budgetCOMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA INC: $1,000 over 1y, 0.0% of budgetSANTA BARBARA CENTER FOR THE PERFORMING ARTS INC: $1,000 over 1y, 0.0% of budgetSANTA BARBARA SOCCER CLUB: $1,000 over 1y, 0.0% of budgetRIVERVIEW HEALTH & REHABILITATION CENTER INC: $1,000 over 1y, 0.0% of budgetHUMAN RIGHTS WATCH INC: $600 over 1y, 0.0% of budgetMERRAG: $500 over 1y, 4.1% of budgetADVENTURE CYCLING ASSOCIATION: $500 over 2y, 0.0% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $500 over 2y, 0.0% 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.

  • Who funds MUSIC ACADEMY OF THE WEST ↗
  • Who funds Santa Barbara Cottage Hospital ↗
  • Who funds SANSUM CLINIC ↗
  • Who funds CANCER FOUNDATION OF SANTA BARBARA ↗
  • Who funds DIRECT RELIEF ↗
  • Who funds LOBERO THEATRE FOUNDATION ↗
  • Who funds OPHTHALMICEDGE INC ↗
  • Who funds CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION ↗
  • Who funds THE LAND TRUST FOR SANTA BARBARA COUNTY ↗
  • Who funds SANTA BARBARA FOUNDATION ↗
  • Who funds THE PUBLIC SCHOOL OF GERMANTOWN ↗
  • Who funds PIERRE CLAEYSSENS VETERANS FOUNDATION ↗
  • Who funds WOODS HOLE OCEANOGRAPHIC INSTITUTION ↗
  • Who funds World Class Accessibility Foundation ↗
  • Who funds GANNA WALSKA LOTUSLAND ↗
  • Who funds YELLOWSTONE FOREVER ↗
  • Who funds WESLEYAN UNIVERSITY ↗
  • Who funds YOSEMITE FOUNDATION ↗
  • Who funds The Metropolitan Opera Guild Inc ↗
  • Who funds HEAL THE OCEAN INC ↗
  • Who funds SANTA BARBARA BOWL FOUNDATION ↗
  • Who funds JOHN & ANNA NEWTON PORTER FOUNDATION ↗
  • Who funds UC SANTA BARBARA FOUNDATION ↗
  • Who funds SANTA BARBARA BOTANIC GARDEN ↗
  • Who funds Montecito Community Foundation ↗
  • Who funds MAYO CLINIC ↗
  • Who funds SMITHSONIAN INSTITUTION ↗
  • Who funds SANTA BARBARA ZOOLOGICAL FOUNDATION ↗
  • Who funds SANTA BARBARA HISTORICAL MUSEUM ↗
  • Who funds MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION ↗
  • Who funds SANTA BARBARA MUSEUM OF NATURAL HISTORY ↗
  • Who funds PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA ↗
  • Who funds MONTECITO FRIENDS OF THE LIBRARY ↗

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.

Santa Barbara FoundationCA35.2× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Barbara Foundation · Ann Jackson Family Foundation · Elizabeth and John Moller Foundation · Www Foundation · Hutton Foundation Dba Hutton Parker Foundation · Brittingham Family Foundation · Alice Tweed Tuohy Foundation · The Kirby-Jones Foundation · Mosher Foundation · Schlinger Family Foundation · The Wood-Claeyssens Foundation · The Susanne and Gary Tobey Family Fnd

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 The Leslie S and Philip L Bernstein Family Fund funds: left to right is the share of its income from government, bottom to top the share from The Leslie S and Philip L Bernstein Family Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 63%
  • Woods Hole Oceanographic Institution: 63% of income from government
  • Wesleyan University: 1% of income from government
no gov moneyreceives it· size = income
0get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–75%
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.

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 68 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Leslie S and Philip L Bernstein Family’s filings →

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