The Bernice and Sidney Jacobson Foundation
The Bernice and Sidney Jacobson Foundation is a private foundation, 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.
The Bernice and Sidney Jacobson Foundation at a glance
In short: The Bernice and Sidney Jacobson Foundation gave $1.1M across 3 grants in 2024 (avg $372K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,116,328
- +793.1% vs 2023
- Grants made (2024)
- 3
- +200.0% vs 2023
- Average grant
- $372,109
- +197.7% vs 2023
- Median grant
- $334,328
- Total assets
- $1,155,018
- -45.2% vs 2023
- Primary geography
- New York (82% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Bernice and Sidney Jacobson Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was UJA Federation of New York ($582K). Together the top 3 received $1.1M.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 8 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How The Bernice and Sidney Jacobson Foundation gives
- Giving grew 830% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $120K (2021) to $1.1M (2024). In 2024 it made 3 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UJA Federation of New York New York, NY | Charitable | $582,000 |
| Sid Jacobson JCC East Hills, NY | Charitable | $334,328 |
| Jewish Federation of Palm Beach County West Palm Beach, FL | Charitable | $200,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,155,018 | $364,902 | $1,144,287 | $1,116,328 | 3 | $1,141,117 | $380,513 | $87,684 |
| 2023 | $2,108,401 | $7,863 | $132,637 | $125,000 | 1 | $129,984 | $5,189 | $97,247 |
| 2022 | $1,997,366 | $-1,259 | $275,523 | $267,741 | 1 | $270,592 | $32,155 | $123,008 |
| 2021 | $2,546,384 | $4,044 | $126,057 | $120,047 | 1 | $122,847 | $37,461 | $124,726 |
| 2020 | $2,545,149 | $55,565 | $224,801 | $218,081 | 2 | — | $78,896 | $116,367 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Bernice and Sidney Jacobson Foundation is led by Mitchell Jacobson, President & Director on every filing since 2020; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mitchell Jacobson
President & Director
On filings since 2020
No compensation reported
Erik Gershwind
Vice President & Director
On filings since 2020
No compensation reported
Joshua Jacobson
Director
On filings since 2020
No compensation reported
Marjorie Gershwind Fiverson
Vice President & Director
On filings since 2020
No compensation reported
Stacey Bennett
Vice President & Director
On filings since 2020
No compensation reported
J. Robert Small
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bernice and Sidney Jacobson Foundation
How much does The Bernice and Sidney Jacobson Foundation give each year?
The Bernice and Sidney Jacobson Foundation gave $1.1M across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $125K across 1 grant.
What is The Bernice and Sidney Jacobson Foundation's typical grant size?
The Bernice and Sidney Jacobson Foundation's median grant in 2024 was $334,328, and its average grant was $372,109, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Bernice and Sidney Jacobson Foundation give grants?
The Bernice and Sidney Jacobson Foundation gives mostly in New York: 82% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (18%).
Does The Bernice and Sidney Jacobson Foundation give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on The Bernice and Sidney Jacobson Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (3 grants).
How large is The Bernice and Sidney Jacobson Foundation?
The Bernice and Sidney Jacobson Foundation reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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