2026-03-02T11:04:08-06:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-01-01 843030662 THE BANYAN TREE ROOTS FOUNDATION BANY 2072334003 47 CAMBRIDGE DR SMITHTOWN NY 117874803 KYLE ALFOND PRESIDENT & TREASURER 2072334003 2026-03-02 1 MICHAEL R KOENECKE CPA P02100881 2122862600 2026-03-02 2025 2025-03-06 01:10:19Z X 10650432 X X 62 62 361447 361447 768676 16843473 768676 113 0 1130298 1130185 67000 0 67000 5770 0 5770 15000 0 0 705 0 705 88475 0 73475 318320 318320 406795 0 391795 723503 1130185 9821399 5897784 5897784 0 4752648 4752648 200893 0 0 10022292 10650432 10650432 0 0 X 10022292 10650432 10022292 10650432 10022292 10650432 10022292 723503 0 10745795 95363 10650432 SALE OF PUBLICLY TRADED SECURITIES P 16843473 16074797 768676 768676 768676 15710 0 15710 0 15710 20147 0 0 0 20147 X 0 4437 4437 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A THE FOUNDATION 2072334003 47 CAMBRIDGE DRIVE SMITHTOWN NY 11787 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KYLE ALFOND 47 CAMBRIDGE DRIVE SMITHTOWN NY 11787 PRESIDENT & TREASURER 20.00 67000 0 0 MELISSA ALFOND 47 CAMBRIDGE DRIVE SMITHTOWN NY 11787 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1523958 8777348 0 10301306 0 0 10301306 154520 10146786 507339 507339 15710 15710 491629 0 491629 0 491629 391795 0 391795 491629 0 0 149397 149397 391795 0 0 0 391795 0 99834 99834 49563 0 0 0 0 0 0 0 49563 49563 X ST CATHERINE OF SIENA HOSPITAL FOUNDATION 50 ROUTE 25A SMITHTOWN NY 11787 N/A PC A NEW CATHETERIZATION LAB 300000 NOFA-NY 834 FRONT ST BINGHAMTON NY 13905 N/A PC PROGRAM SUPPORT 18320 318320 0 14 62 14 361447 18 768676 IRS REFUND 113 0 1130298 0 1130298 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5770 0 5770 META PLATFORMS INC (META) 7,200.0000 SHS 4752648 4752648 CHANGE IN UNREALIZED LOSS 95363 PAYROLL PROCESSING FEES 326 0 326 REGISTRATION FEES 379 0 379 IRS REFUND 113 113 EXCISE TAX PAID 15000 0 0