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The Bernard Osher Jewish Philanthropies Foundation

  • San Francisco, CA
  • Tax-exempt since Jan. 1990
  • EIN: 94-3104872

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$513k (2024)

Expenses
$491k (2024)

Total Assets
$6.15M (2024)

Total Liabilities
$7.73k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$513,455
Expenses
$491,426
Net Income
$22,029
Net Assets
$6,140,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $510,000
99.3%
Program Services $0
Investment Income $3,455
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,147,983
Total Liabilities $7,725
Net Assets $6,140,258
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Phyllis Cook (Director) $0 $71,971 $0
Joy Sisisky (Director/Secretary/Treasur) $0 $657,114 $50,736
Rebecca Randall (Assistant Treasurer) $0 $276,270 $37,236
Tanya Shadoan (Assistant Treasurer) $0 $302,896 $11,260
Brian Mendel (Assistant Treasurer (From 9/21/23)) $0 $153,022 $20,190
Nicolas Elsishans (Assistant Treasurer (From 9/21/23)) $0 $195,089 $20,817
Brian Kataoka (Assistant Treasurer (To 9/21/23)) $0 $125,213 $11,628
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Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,317
Expenses
$486,425
Net Income
-$482,108
Net Assets
$6,131,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,317
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,138,712
Total Liabilities $7,500
Net Assets $6,131,212
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Phyllis Cook (Director) $0 $66,000 $0
Joy Sisisky (Director/Secretary/Treasur) $0 $520,000 $32,978
Rebecca Randall (Assistant Treasurer (From 11/8/23)) $0 $205,834 $42,727
Tanya Shadoan (Assistant Treasurer (From 11/8/23)) $0 $221,088 $15,714
Brian Kataoka (Assistant Treasurer (From 11/8/23)) $0 $205,182 $25,439
+ View more people

Document Links

990
Filed on April 11, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,444,306
Expenses
$30,020
Net Income
$6,414,286
Net Assets
$6,615,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,003,000
93.2%
Program Services $0
Investment Income $441,306
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,623,369
Total Liabilities $7,500
Net Assets $6,615,869
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Phyllis Cook (Director) $0 $66,000 $0
Joy Sisisky (Director/Secretary/Treasur) $0 $318,111 $26,846

Document Links

990
Filed on April 5, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61
Expenses
$117
Net Income
-$56
Net Assets
$194,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $61
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $194,640
Total Liabilities $107
Net Assets $194,533
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director (To May 13)) $0 $0 $0
Robert Friend (Secretary/Director (To May 13)) $0 $0 $0
Phyllis Cook (Director) $0 $66,000 $0
Ron Kaufman (Vice President/Director (To May 13)) $0 $0 $0
Susan Osher Epstein (Director (To May 13)) $0 $0 $0
Laura Lauder (Director (To May 13)) $0 $0 $0
David Agger (Invest Chair/Director (To May 13)) $0 $0 $0
Joy Sisisky (Director/Secretary/Treasurer (From May 13)) $0 $298,861 $38,502
+ View more people

Document Links

990
Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$349
Expenses
$20
Net Income
$329
Net Assets
$183,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $349
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $183,604
Total Liabilities $0
Net Assets $183,604
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $66,000 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Joy Sisisky (Treasurer) $0 $304,334 $27,218
+ View more people

Document Links

990
Filed on May 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,531
Expenses
$601,470
Net Income
-$598,939
Net Assets
$208,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,531
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $208,941
Total Liabilities $0
Net Assets $208,941
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $67,500 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Joy Sisisky (Treasurer) $0 $286,892 $26,086
+ View more people

Document Links

990
Filed on July 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,001,165
Expenses
$201,610
Net Income
$799,555
Net Assets
$796,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
99.9%
Program Services $0
Investment Income $1,165
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $866,956
Total Liabilities $70,356
Net Assets $796,600
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $73,500 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Joy Sisisky (Treasurer) $0 $279,981 $24,280
+ View more people

Document Links

990
Filed on March 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$999,812
Expenses
$1,139,798
Net Income
-$139,986
Net Assets
$12,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
> 100%
Program Services $0
Investment Income $712
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$900
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $206,347
Total Liabilities $194,247
Net Assets $12,100
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $86,100 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Mark Reisbaum (Treasurer) $0 $219,385 $12,776
+ View more people

Document Links

990
Filed on March 8, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$998,129
Expenses
$1,236,723
Net Income
-$238,594
Net Assets
$155,635
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
> 100%
Program Services $0
Investment Income $5,857
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,728
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $792,957
Total Liabilities $637,322
Net Assets $155,635
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $108,575 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Mark Reisbaum (Treasurer) $0 $248,479 $22,897
+ View more people

Document Links

990
Filed on Feb. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,527,040
Expenses
$2,308,345
Net Income
$218,695
Net Assets
$383,199
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500,000
98.9%
Program Services $0
Investment Income $10,790
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,250
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,116,335
Total Liabilities $733,136
Net Assets $383,199
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $68,350 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Mark Reisbaum (Treasurer) $0 $240,800 $18,809
+ View more people

Document Links

990
Filed on Feb. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$9,177,789
Expenses
$2,364,316
Net Income
-$11,542,105
Net Assets
$232,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $63,167
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,240,956
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $853,042
Total Liabilities $620,933
Net Assets $232,109
Compensation
Key Employees and Officers Compensation Related Other
Bernard Osher (President/Director) $0 $0 $0
Barbro Osher (Vice President/Director) $0 $0 $0
Robert Friend (Secretary/Director) $0 $0 $0
Phyllis Cook (Director) $0 $66,000 $0
Ron Kaufman (Vice President/Director) $0 $0 $0
Susan Osher Epstein (Director) $0 $0 $0
Laura Lauder (Director) $0 $0 $0
David Agger (Invest Chair/Director) $0 $0 $0
Mark Reisbaum (Treasurer) $0 $223,327 $19,996
+ View more people

Document Links

990
Filed on Feb. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$576,725
Expenses
$1,543,326
Net Income
-$966,601
Net Assets
$2,376,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $332,826
57.7%
Program Services $0
Investment Income $139,155
24.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $104,744
18.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,236,358
Total Liabilities $860,100
Net Assets $2,376,258

Document Links

990
Filed on May 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$326,686
Expenses
$1,435,441
Net Income
-$1,108,755
Net Assets
$3,076,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $128,223
39.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $198,463
60.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,674,984
Total Liabilities $598,957
Net Assets $3,076,027

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$537,680
Expenses
$2,569,842
Net Income
-$2,032,162
Net Assets
$4,169,108
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $337,824
62.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $199,856
37.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,945,118
Total Liabilities $776,010
Net Assets $4,169,108

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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