Nonprofit · EIN 84-3030662
BANYAN TREE ROOTS FOUNDATION
Tax-exempt · SMITHTOWN, NY 11787
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,130,298 | $406,795 | $723,503 | $10,650,432 | $0 | $10,650,432 |
| December 31, 2024 | 990-PF | $1,521,746 | $634,150 | $887,596 | $10,022,292 | $0 | $10,022,292 |
| December 31, 2023 | 990-PF | $79,137 | $299,686 | -$220,549 | $9,123,566 | $0 | $9,123,566 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $361,447
- Interest
- $62
- Net gain from sales of assets
- $768,676
- Other income
- $113
Expenses
- Grants and similar amounts paid
- $318,320
- Compensation of officers, directors and key employees
- $67,000
- Disbursements for charitable purposes
- $391,795
- Excise tax on investment income
- $15,710
Balance sheet and other
- Total assets, start of year
- $10,022,292
- Total assets, end of year
- $10,650,432
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,650,432
- Fair market value of assets
- $10,650,432
- Qualifying distributions
- $391,795
- Net investment income
- $1,130,185
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLE ALFOND 47 CAMBRIDGE DRIVE, SMITHTOWN, NY 11787 | PRESIDENT & TREASURER | 20 | $67,000 |
| MELISSA ALFOND 47 CAMBRIDGE DRIVE, SMITHTOWN, NY 11787 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLE ALFOND 47 CAMBRIDGE DRIVE, SMITHTOWN, NY 11787 | PRESIDENT & TREASURER | 20 | $65,000 |
| MELISSA ALFOND 47 CAMBRIDGE DRIVE, SMITHTOWN, NY 11787 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLE ALFOND 47 CAMBRIDGE DRIVE, SMITHTOWN, NY 11787 | PRESIDENT & TREASURER | 20 | $65,000 |
| MELISSA ALFOND 47 CAMBRIDGE DRIVE, SMITHTOWN, NY 11787 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 47 CAMBRIDGE DR, SMITHTOWN, NY 11787-4803
- Signed the 990-PF
- KYLE ALFOND, PRESIDENT & TREASURER
- Phone
- (207) 233-4003
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 | 990-PF 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
- 84-3030662
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,650,432
- Income (IRS master file)
- $17,205,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,130,298 | $406,795 | $10,650,432 | XML |
| 990-PF | December 2024 | $1,521,746 | $634,150 | $10,022,292 | XML |
| 990-PF | December 2023 | $79,137 | $299,686 | $9,123,566 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-3030662).
Questions about BANYAN TREE ROOTS FOUNDATION
- What is the EIN of BANYAN TREE ROOTS FOUNDATION?
- The employer identification number (EIN) of BANYAN TREE ROOTS FOUNDATION is 84-3030662.
- Is BANYAN TREE ROOTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BANYAN TREE ROOTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BANYAN TREE ROOTS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BANYAN TREE ROOTS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BANYAN TREE ROOTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BANYAN TREE ROOTS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $67,000 (KYLE ALFOND, PRESIDENT & TREASURER).
- How much revenue does BANYAN TREE ROOTS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,130,298, expenses of $406,795 and total assets of $10,650,432 at year end.
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