EIN 45-3190334

Bari Milken Bernstein and Fred J Bernstein Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2012
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Bari Milken Bernstein and Fred J Bernstein Foundation is a private foundation located in Santa Monica, CA. The Foundation made grants totaling $520,000 last year and has total assets of $10,793,490.
Also known as...
LM and MM 1 Foundation; Lmandl
Total revenues
$735,053
2023
Total expenses
$818,215
2023
Total assets
$13,660,238
2023
Num. employees
0
2023

Grants made by Bari Milken Bernstein and Fred J Bernstein Foundation

GranteeGrant descriptionAmount
The Jewish Community FoundationCommunity Centers & Programs$325,000
Jewish Federation of Greater Los AngelesCommunity Centers & Programs$182,000
Los Angeles Ballet (LAB)Cultural, Libraries & Museums$90,000
...and 11 more grants made

Personnel at Bari Milken Bernstein and Fred J Bernstein Foundation

NameTitleCompensation
Ralph FinermanTreasurer$0

Financials for Bari Milken Bernstein and Fred J Bernstein Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$33,769
Net rental income$0
Net gain from sale of non-inventory assets$324,222
Gross sales of inventory$0
Miscellaneous revenues$377,062
Total revenues$735,053

Form 990s for Bari Milken Bernstein and Fred J Bernstein Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-15990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-03-01990PFView PDF
...and 8 more Form 990s

Organizations like Bari Milken Bernstein and Fred J Bernstein Foundation

OrganizationLocationRevenue
Michael and Louise Lynch Charitable FoundationHilton Head Island, SC$265,340
Everhope FoundationProvidence, RI$647,991
Woolsey FoundationHonolulu, HI$400,053
Tov Family FoundationSpring Valley, NY$312,170
Bocholt FoundationVersailles, OH$189,367
Paradis FoundationLouisville, KY$216,717
D & E Steinmetz FoundationBrooklyn, NY$382,378
Fan Family Foundation / Slobodkin Sidney A TteeBrookline, MA$266,722
Corcoran Family FoundationWinnetka, IL$218,817
The Kurtz Family FoundationAlpine, NJ$978,325
Data update history
January 5, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 1, 2023
Updated personnel
Identified 5 new personnel
May 18, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
1250 Fourth St 520
Santa Monica, CA 90401
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Phone
(310) 570-4800
IRS details
EIN
45-3190334
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2012
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
CT0183245
FTB Entity ID
3404601
AB 488 data last updated ("as-of") date
2025-02-05
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