The Bernice and Sidney Jacobson Foundation
The Bernice and Sidney Jacobson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $1.1M. Net investment income was $381K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-45.2% YoY
Annual Giving
$1.1M
+793.1% YoY
Grant Count
3
+200.0% YoY
Avg Grant Size
$372K
+197.7% YoY
Under IRS private-foundation payout rules, The Bernice and Sidney Jacobson Foundation reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bernice and Sidney Jacobson Foundation
Based on IRS filings
The Bernice and Sidney Jacobson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $1.1M. Net investment income was $381K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,155,018 | $2,108,401 | $1,997,366 |
| Revenue | $364,902 | $7,863 | $-1,259 |
| Expenses | $1,144,287 | $132,637 | $275,523 |
| Qualifying Distributions | $1,141,117 | $129,984 | $270,592 |
| Net Investment Income | $380,513 | $5,189 | $32,155 |
| Distributable Amount | $87,684 | $97,247 | $123,008 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include UJA Federation of New York ($582,000), Sid Jacobson JCC ($334,328), Jewish Federation of Palm Beach County ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UJA Federation of New York New York, NY | CHARITABLE | $582,000 |
| Jewish Federation of Palm Beach County West Palm Beach, FL | CHARITABLE | $200,000 |
| Sid Jacobson JCC East Hills, NY | CHARITABLE | $334,328 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MITCHELL JACOBSON | PRESIDENT / DIRECTOR | — | — |
| MARJORIE GERSHWIND FIVERSON | VICE PRESIDENT / DIRECTOR | — | — |
| ERIK GERSHWIND | VICE PRESIDENT / DIRECTOR | — | — |
| STACEY BENNETT | VICE PRESIDENT / DIRECTOR | — | — |
| J ROBERT SMALL | VICE PRESIDENT | — | — |
| JOSHUA JACOBSON | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Bernice and Sidney Jacobson Foundation?
The Bernice and Sidney Jacobson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $1.2M in total assets as of 2024.
How large is The Bernice and Sidney Jacobson Foundation?
As of 2024, The Bernice and Sidney Jacobson Foundation holds $1.2M in total assets with $365K in annual revenue. It awarded 3 grants totaling $1.1M in 2024.
Where does The Bernice and Sidney Jacobson Foundation operate?
The Bernice and Sidney Jacobson Foundation has awarded grants in Florida, New York, Virginia.
What size grants does The Bernice and Sidney Jacobson Foundation award?
In 2024, The Bernice and Sidney Jacobson Foundation awarded 3 grants totaling $1.1M — an average of about $372K per grant, based on its IRS Form 990 filings.
How much is The Bernice and Sidney Jacobson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernice and Sidney Jacobson Foundation reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bernice and Sidney Jacobson Foundation's EIN?
The Bernice and Sidney Jacobson Foundation's EIN (Employer Identification Number) is 20-4727938. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Bernice and Sidney Jacobson Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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