Pzena Charitable Foundation Inc

  • New York, NY
  • Tax-exempt since Jan. 2006
  • EIN: 20-3706307

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$275,454
Expenses
$116,155
Net Income
$159,299
Net Assets
$1,516,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,146
14.6%
Sales of Assets $235,308
85.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,744
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,516,236
Total Liabilities $0
Net Assets $1,516,236
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,252
Expenses
$9,821
Net Income
$140,431
Net Assets
$1,356,937
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,686
23.8%
Sales of Assets $114,566
76.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,233
53.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,356,937
Total Liabilities $0
Net Assets $1,356,937
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$162,220
Expenses
$26,148
Net Income
$136,072
Net Assets
$1,216,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,912
18.4%
Sales of Assets $132,308
81.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,563
97.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,216,506
Total Liabilities $0
Net Assets $1,216,506
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,594
Expenses
$57,569
Net Income
$46,025
Net Assets
$1,080,434
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,592
20.8%
Sales of Assets $82,002
79.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,770
95.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,080,434
Total Liabilities $0
Net Assets $1,080,434
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,718
Expenses
$17,214
Net Income
$11,504
Net Assets
$1,034,408
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,412
71.1%
Sales of Assets $8,306
28.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,175
94.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,034,409
Total Liabilities $1
Net Assets $1,034,408
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on June 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,252
Expenses
$6,843
Net Income
$34,409
Net Assets
$1,031,775
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,449
61.7%
Sales of Assets $15,803
38.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,050
30.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,031,776
Total Liabilities $1
Net Assets $1,031,775
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,252
Expenses
$15,514
Net Income
$70,738
Net Assets
$902,907
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,372
27.1%
Sales of Assets $62,880
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,163
26.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $902,907
Total Liabilities $0
Net Assets $902,907
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,624
Expenses
$23,890
Net Income
$83,734
Net Assets
$1,128,118
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $18,428
17.1%
Sales of Assets $89,190
82.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,198
63.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,128,118
Total Liabilities $0
Net Assets $1,128,118
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,422
Expenses
$26,453
Net Income
$26,969
Net Assets
$1,003,412
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,434
34.5%
Sales of Assets $34,988
65.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,930
75.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,003,412
Total Liabilities $0
Net Assets $1,003,412
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,729
Expenses
$47,828
Net Income
$8,901
Net Assets
$848,753
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,516
27.4%
Sales of Assets $41,213
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,955
77.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $848,753
Total Liabilities $0
Net Assets $848,753
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 23, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,029
Expenses
$226,999
Net Income
-$97,970
Net Assets
$936,897
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,856
15.4%
Sales of Assets $109,026
84.5%
Other Income $147
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $222,173
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $936,897
Total Liabilities $0
Net Assets $936,897
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on June 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,154
Expenses
$582,285
Net Income
-$508,131
Net Assets
$1,094,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,513
27.7%
Sales of Assets $53,641
72.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $577,388
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,109,513
Total Liabilities $15,000
Net Assets $1,094,513
Compensation
Key Employees and Officers Compensation Other
Richard Pzena (Trustee) $0 $0
Robin Pzena (Trustee) $0 $0
Jeffrey Pzena (Trustee) $0 $0

Document Links

990-PF
Filed on May 21, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,106
Expenses
$509,084
Net Income
-$465,978
Net Assets
$1,268,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,855
71.6%
Sales of Assets $12,251
28.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $504,394
99.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,268,231
Total Liabilities $1
Net Assets $1,268,230

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,042
Expenses
$555,916
Net Income
-$424,874
Net Assets
$1,514,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,975
25.9%
Sales of Assets $97,067
74.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $548,949
98.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,514,294
Total Liabilities $1
Net Assets $1,514,293

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is 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 »

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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.
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  • 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.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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