Nonprofit · EIN 46-5418223
ELIZABETH M PFRIEM FOUNDATION
Tax-exempt · RYE BROOK, NY 10573
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $977,780 | $3,010,556 | -$2,032,776 | $36,963,555 | $0 | $36,963,555 |
| December 31, 2023 | 990-PF | $1,256,312 | $2,455,603 | -$1,199,291 | $38,997,778 | $1,447 | $38,996,331 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,331,982
- Net gain from sales of assets
- -$354,202
Expenses
- Grants and similar amounts paid
- $2,532,753
- Compensation of officers, directors and key employees
- $215,000
- Salaries, compensation and benefits (total)
- $1,575
- Disbursements for charitable purposes
- $2,785,481
- Excise tax on investment income
- $15,503
Balance sheet and other
- Total assets, start of year
- $38,997,778
- Total assets, end of year
- $36,963,555
- Total liabilities, end of year
- $0
- Net assets, end of year
- $36,963,555
- Fair market value of assets
- $46,584,249
- Qualifying distributions
- $2,785,481
- Net investment income
- $1,331,982
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 |
|---|---|---|---|
| ANTHONY V MONTALTO 800 WESTCHESTER AVENUE SUITE N-641, RYE BROOK, NY 10573 | EXECUTIVE DIRECTOR AND TRUSTEE | 10 | $140,000 |
| EARL SHOOK 800 WESTCHESTER AVENUE SUITE N-641, RYE BROOK, NY 10573 | TRUSTEE | 2 | $50,000 |
| JAMES STEWART 800 WESTCHESTER AVENUE SUITE N-641, RYE BROOK, NY 10573 | TRUSTEE | 3 | $25,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY V MONTALTO 800 WESTCHESTER AVENUE SUITE N-641, RYE BROOK, NY 10573 | EXECUTIVE DIRECTOR AND TRUSTEE | 10 | $140,000 |
| EARL SHOOK 800 WESTCHESTER AVENUE SUITE N-641, RYE BROOK, NY 10573 | TRUSTEE | 2 | $50,000 |
| JAMES STEWART 800 WESTCHESTER AVENUE SUITE N-641, RYE BROOK, NY 10573 | TRUSTEE | 3 | $25,000 |
Address and contacts
- Address (IRS master file)
- C/O ANTHONY V MONTALTO 800 WESTCHES, RYE BROOK, NY 10573-0000
- In care of
- % A V MONTALTO
- Signed the 990-PF
- ANTHONY V MONTALTO, CO-TRUSTEE
- Phone
- (914) 872-4000
- Website
- PFRIEMFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 46-5418223
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $36,963,555
- Income (IRS master file)
- $15,840,112
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $977,780 | $3,010,556 | $36,963,555 | XML |
| 990-PF | December 2023 | $1,256,312 | $2,455,603 | $38,997,778 | 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 46-5418223).
Questions about ELIZABETH M PFRIEM FOUNDATION
- What is the EIN of ELIZABETH M PFRIEM FOUNDATION?
- The employer identification number (EIN) of ELIZABETH M PFRIEM FOUNDATION is 46-5418223.
- Is ELIZABETH M PFRIEM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ELIZABETH M PFRIEM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH M PFRIEM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH M PFRIEM FOUNDATION 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 ELIZABETH M PFRIEM FOUNDATION 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 ELIZABETH M PFRIEM FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $140,000 (ANTHONY V MONTALTO, EXECUTIVE DIRECTOR AND TRUSTEE).
- How much revenue does ELIZABETH M PFRIEM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $977,780, expenses of $3,010,556 and total assets of $36,963,555 at year end.
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