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Elizabeth M Pfriem Foundation

  • Rye Brook, NY
  • Tax-exempt since March 2015
  • EIN: 46-5418223

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.

Summary charts: organization finances over time

Revenue
$978k (2024)

Expenses
$3.01M (2024)

Total Assets
$37M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

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
$977,780
Expenses
$3,010,556
Net Income
-$2,032,776
Net Assets
$36,963,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,331,982
> 100%
Sales of Assets -$354,202
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,785,481
92.5%
Compensation of Officers* $215,000
7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $36,963,555
Total Liabilities $0
Net Assets $36,963,555
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Executive Director And Trustee) $140,000 $0
Earl Shook (Trustee) $50,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Aug. 1, 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
$1,256,312
Expenses
$2,455,603
Net Income
-$1,199,291
Net Assets
$38,996,331
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,213,785
96.6%
Sales of Assets $42,527
3.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,229,514
90.8%
Compensation of Officers* $215,000
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,997,778
Total Liabilities $1,447
Net Assets $38,996,331
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Executive Director And Trustee) $140,000 $0
Earl Shook (Trustee) $50,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Nov. 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
$2,673,491
Expenses
$2,338,890
Net Income
$334,601
Net Assets
$39,706,519
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,009,842
37.8%
Interest Revenue $0
Dividends $893,979
33.4%
Sales of Assets $768,655
28.8%
Other Income $1,015
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,104,916
90.0%
Compensation of Officers* $200,000
8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $39,707,540
Total Liabilities $1,021
Net Assets $39,706,519
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Executive Director And Trustee) $125,000 $0
Earl Shook (Trustee) $50,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Nov. 15, 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
$15,606,722
Expenses
$1,975,965
Net Income
$13,630,757
Net Assets
$38,992,168
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,092,281
77.5%
Interest Revenue $0
Dividends $728,274
4.7%
Sales of Assets $2,786,167
17.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,673,055
84.7%
Compensation of Officers* $225,000
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,992,708
Total Liabilities $540
Net Assets $38,992,168
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Executive Director And Trustee) $150,000 $0
Earl Shook (Trustee) $50,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Nov. 7, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$544,113
Expenses
$1,482,567
Net Income
-$938,454
Net Assets
$25,361,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $601,045
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,167,122
78.7%
Compensation of Officers* $172,000
11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $25,361,411
Total Liabilities $1
Net Assets $25,361,410
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Trustee) $97,000 $0
Earl Shook (Trustee) $50,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Oct. 26, 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
$18,832,376
Expenses
$713,223
Net Income
$18,119,153
Net Assets
$26,299,864
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,028,648
85.1%
Interest Revenue $0
Dividends $479,534
2.5%
Sales of Assets $2,324,194
12.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $513,741
72.0%
Compensation of Officers* $75,000
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,299,865
Total Liabilities $1
Net Assets $26,299,864
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Trustee) $25,000 $0
Earl Shook (Trustee) $25,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Sept. 18, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,377,533
Expenses
$172,686
Net Income
$7,204,847
Net Assets
$8,180,712
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,156,752
97.0%
Interest Revenue $0
Dividends $198,410
2.7%
Sales of Assets $22,282
0.3%
Other Income $89
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,842
61.3%
Compensation of Officers* $75,000
43.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,180,712
Total Liabilities $0
Net Assets $8,180,712
Compensation
Key Employees and Officers Compensation Other
Anthony V Montalto (Trustee) $25,000 $0
Earl Shook (Trustee) $25,000 $0
James Stewart (Trustee) $25,000 $0

Document Links

990-PF
Filed on Aug. 21, 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
$48,721
Expenses
$15,225
Net Income
$33,496
Net Assets
$975,865
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $600
1.2%
Interest Revenue $0
Dividends $27,698
56.9%
Sales of Assets $20,423
41.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,416
55.3%
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 $975,865
Total Liabilities $0
Net Assets $975,865
Compensation
Key Employees and Officers Compensation Other
Elizabeth M Pfriem Through 4217 (Trustee) $0 $0
Anthony V Montalto (Trustee) $0 $0
Earl Shook (Trustee) $0 $0
James Stewart (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 12, 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
$27,602
Expenses
$74,304
Net Income
-$46,702
Net Assets
$950,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.2%
Interest Revenue $0
Dividends $22,315
80.8%
Sales of Assets $5,237
19.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,957
94.1%
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 $950,498
Total Liabilities $0
Net Assets $950,498
Compensation
Key Employees and Officers Compensation Other
Elizabeth M Pfriem (Trustee) $0 $0
Anthony V Montalto (Co Trustee) $0 $0
Earl Shook (Co Trustee) $0 $0
James Stewart (Co Trustee) $0 $0
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Document Links

990-PF
Filed on May 13, 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
$1,049,570
Expenses
$57,670
Net Income
$991,900
Net Assets
$999,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,050,000
> 100%
Interest Revenue $0
Dividends $1,653
0.2%
Sales of Assets -$2,168
Other Income $85
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,293
92.4%
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 $999,784
Total Liabilities $0
Net Assets $999,784
Compensation
Key Employees and Officers Compensation Other
Elizabeth M Pfriem (Trustee) $0 $0
Anthony V Montalto (Co Trustee) $0 $0
Earl Shook (Co Trustee) $0 $0
James Stewart (Co Trustee) $0 $0
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Document Links

990-PF
Filed on Aug. 12, 2016

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

View Filing
PDF XML
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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
Total Liabilities $0
Net Assets $1

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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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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