Bernice And Sidney Jacobsonfoundation

New York, NY
Tax-exempt since May 2007
EIN: 20-4727938

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$364,902

Expenses

$1,144,287

Net Income

-$779,385

Net Assets

$1,154,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,605	5.1%
Sales of Assets	$346,297	94.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,141,117	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,155,018
Total Liabilities	$540
Net Assets	$1,154,478

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Sept. 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$7,863

Expenses

$132,637

Net Income

-$124,774

Net Assets

$2,107,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,038	89.5%
Sales of Assets	$825	10.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,984	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,108,401
Total Liabilities	$1,242
Net Assets	$2,107,159

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$1,259

Expenses

$275,523

Net Income

-$276,782

Net Assets

$1,997,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,160
Dividends	$0
Sales of Assets	-$3,419
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,592	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,997,366
Total Liabilities	$0
Net Assets	$1,997,366

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$4,044

Expenses

$126,057

Net Income

-$122,013

Net Assets

$2,546,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$257	6.4%
Dividends	$0
Sales of Assets	$3,787	93.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,847	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,546,384
Total Liabilities	$0
Net Assets	$2,546,384

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$55,565

Expenses

$224,801

Net Income

-$169,236

Net Assets

$2,540,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$55,565	100%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,831	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,545,149
Total Liabilities	$5,000
Net Assets	$2,540,149

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,489

Expenses

$119,631

Net Income

-$118,142

Net Assets

$2,437,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$1,489	100%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,718	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,437,123
Total Liabilities	$1
Net Assets	$2,437,122

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$38,673

Expenses

$127,621

Net Income

-$88,948

Net Assets

$2,213,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$38,673	100%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,031	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,219,170
Total Liabilities	$5,721
Net Assets	$2,213,449

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$70,750

Expenses

$112,807

Net Income

-$42,057

Net Assets

$2,373,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$0
Sales of Assets	$70,746	100.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,951	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,373,732
Total Liabilities	$0
Net Assets	$2,373,732

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$16,610

Expenses

$131,881

Net Income

-$115,271

Net Assets

$2,295,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.1%
Dividends	$0
Sales of Assets	$16,597	99.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,250	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,295,920
Total Liabilities	$0
Net Assets	$2,295,920

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0
Joshua Jacobson (Director)	$0	$0

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990-PF

Filed on Nov. 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$55,552

Expenses

$134,986

Net Income

-$79,434

Net Assets

$2,364,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10	0.0%
Sales of Assets	$55,542	100.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,250	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,369,669
Total Liabilities	$5,000
Net Assets	$2,364,669

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0

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990-PF

Filed on Nov. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$118,508

Expenses

$32,532

Net Income

$85,976

Net Assets

$2,562,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47	0.0%
Sales of Assets	$73,063	61.7%
Other Income	$45,398	38.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,750	5.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,565,797
Total Liabilities	$3,000
Net Assets	$2,562,797

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (President / Director)	$0	$0
Marjorie Gershwind Fiverson (Vice President / Director)	$0	$0
Erik Gershwind (Vice President / Director)	$0	$0
Stacey Bennett (Vice President / Director)	$0	$0
J Robert Small (Vice President)	$0	$0

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990-PF

Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

-$26,189

Expenses

$4,911

Net Income

-$31,100

Net Assets

$2,461,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$331
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,461,172
Total Liabilities	$0
Net Assets	$2,461,172

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$630

Expenses

$35,462

Net Income

-$34,832

Net Assets

$2,275,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$306	48.6%
Sales of Assets	$324	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,275,972
Total Liabilities	$0
Net Assets	$2,275,972

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$10,307

Expenses

$101,496

Net Income

-$111,803

Net Assets

$2,255,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111
Dividends	$172
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,255,250
Total Liabilities	$250
Net Assets	$2,255,000

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Bernice And Sidney Jacobsonfoundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006