Nonprofit · EIN 20-4727938
BERNICE AND SIDNEY JACOBSONFOUNDATION
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $364,902 | $1,144,287 | -$779,385 | $1,155,018 | $540 | $1,154,478 |
| December 31, 2023 | 990-PF | $7,863 | $132,637 | -$124,774 | $2,108,401 | $1,242 | $2,107,159 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $18,605
- Net gain from sales of assets
- $346,297
Expenses
- Grants and similar amounts paid
- $1,116,328
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,141,117
- Excise tax on investment income
- $5,289
Balance sheet and other
- Total assets, start of year
- $2,108,401
- Total assets, end of year
- $1,155,018
- Total liabilities, end of year
- $540
- Net assets, end of year
- $1,154,478
- Fair market value of assets
- $1,155,018
- Qualifying distributions
- $1,141,117
- Net investment income
- $388,405
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL JACOBSON C/O MILBANK, 55 HUDSON YARDS, NEW YORK, NY 10001 | PRESIDENT / DIRECTOR | 0 | $0 |
| MARJORIE GERSHWIND FIVERSON C/O MILBANK, 55 HUDSON YARDS, NEW YORK, NY 10001 | VICE PRESIDENT / DIRECTOR | 0 | $0 |
| ERIK GERSHWIND C/O MILBANK, 55 HUDSON YARDS, NEW YORK, NY 10001 | VICE PRESIDENT / DIRECTOR | 0 | $0 |
| STACEY BENNETT C/O MILBANK, 55 HUDSON YARDS, NEW YORK, NY 10001 | VICE PRESIDENT / DIRECTOR | 0 | $0 |
| J ROBERT SMALL C/O MILBANK, 55 HUDSON YARDS, NEW YORK, NY 10001 | VICE PRESIDENT | 0 | $0 |
| JOSHUA JACOBSON C/O MILBANK, 55 HUDSON YARDS, NEW YORK, NY 10001 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL JACOBSON C/O PROSKAUER ROSE LLP, 11 TIMES SQUARE, NEW YORK, NY 10036 | PRESIDENT / DIRECTOR | 0 | $0 |
| MARJORIE GERSHWIND FIVERSON C/O PROSKAUER ROSE LLP, 11 TIMES SQUARE, NEW YORK, NY 10036 | VICE PRESIDENT / DIRECTOR | 0 | $0 |
| ERIK GERSHWIND C/O PROSKAUER ROSE LLP, 11 TIMES SQUARE, NEW YORK, NY 10036 | VICE PRESIDENT / DIRECTOR | 0 | $0 |
| STACEY BENNETT C/O PROSKAUER ROSE LLP, 11 TIMES SQUARE, NEW YORK, NY 10036 | VICE PRESIDENT / DIRECTOR | 0 | $0 |
| J ROBERT SMALL C/O PROSKAUER ROSE LLP, 11 TIMES SQUARE, NEW YORK, NY 10036 | VICE PRESIDENT | 0 | $0 |
| JOSHUA JACOBSON C/O PROSKAUER ROSE LLP, 11 TIMES SQUARE, NEW YORK, NY 10036 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 HUDSON YARDS, NEW YORK, NY 10001-2163
- In care of
- % J ROBERT SMALL
- Signed the 990-PF
- J ROBERT SMALL, VICE PRESIDENT
- Phone
- (212) 969-3606
- Return prepared by
- Andersen Tax LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4727938
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,155,018
- Income (IRS master file)
- $753,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $364,902 | $1,144,287 | $1,155,018 | XML |
| 990-PF | December 2023 | $7,863 | $132,637 | $2,108,401 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4727938).
Questions about BERNICE AND SIDNEY JACOBSONFOUNDATION
- What is the EIN of BERNICE AND SIDNEY JACOBSONFOUNDATION?
- The employer identification number (EIN) of BERNICE AND SIDNEY JACOBSONFOUNDATION is 20-4727938.
- Is BERNICE AND SIDNEY JACOBSONFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to BERNICE AND SIDNEY JACOBSONFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNICE AND SIDNEY JACOBSONFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNICE AND SIDNEY JACOBSONFOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNICE AND SIDNEY JACOBSONFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERNICE AND SIDNEY JACOBSONFOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does BERNICE AND SIDNEY JACOBSONFOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $364,902, expenses of $1,144,287 and total assets of $1,155,018 at year end.
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