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Nonprofit · EIN 22-3267949

PETER ALFOND FOUNDATION

Also known as ALFOND PETER TTEE

Tax-exempt · BETHESDA, MD 20814

Financials

$2.1M$5.1M2023$3M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of PETER ALFOND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,966,313$4,158,578-$1,192,265$71,183,636$10,725$71,172,911
December 31, 2023990-PF$2,079,188$5,085,229-$3,006,041$72,365,176$0$72,365,176
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,558,768
Interest
$64,343
Net gain from sales of assets
$1,318,471
Other income
$24,731

Expenses

Grants and similar amounts paid
$3,047,255
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$246,280
Disbursements for charitable purposes
$3,838,264
Excise tax on investment income
$40,188

Balance sheet and other

Total assets, start of year
$72,365,176
Total assets, end of year
$71,183,636
Total liabilities, end of year
$10,725
Net assets, end of year
$71,172,911
Fair market value of assets
$86,988,606
Qualifying distributions
$4,443,822
Net investment income
$3,221,777

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.

NameTitleHours / weekCompensationOther / benefits
ADAM BURK
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
EXECUTIVE DIRECTOR,
Highest-paid employee
40$136,550$15,234
KINYTA SMALLS
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
EXECUTIVE DIRECTOR,
Highest-paid employee
27$109,730$13,208
REBEKAH ALFOND
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE5$0$0
KYLE ALFOND
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE7$0$0
DEBORAH ALFOND
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE1$0$0
JAIRO ESTRADA
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE (THRU 10/2024)3$0$0
BARBARA CROWLEY
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE3$0$0
KEVIN MAHANEY
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE2$0$0
MARIA TAFT
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE (FROM 10/2024)3$0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
ADAM BURK
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
EXECUTIVE DIRECTOR,
Highest-paid employee
40$125,350$9,592
KINYTA SMALLS
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
EXECUTIVE DIRECTOR,
Highest-paid employee
40$121,098$14,569
REBEKAH ALFOND
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE7$0$0
KYLE ALFOND
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE5$0$0
DEBORAH ALFOND
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE1$0$0
JAIRO ESTRADA
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE3$0$0
BARBARA CROWLEY
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE3$0$0
KEVIN MAHANEY
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814
TRUSTEE2$0$0

Address and contacts

Address (IRS master file)
4801 HAMPDEN LN APT 106, BETHESDA, MD 20814-2948
Signed the 990-PF
REBEKAH ALFOND, TRUSTEE
Phone
(301) 761-4433
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3267949
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$71,183,636
Income (IRS master file)
$21,595,701

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,966,313$4,158,578$71,183,636XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,079,188$5,085,229$72,365,176XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 22-3267949).

Questions about PETER ALFOND FOUNDATION

What is the EIN of PETER ALFOND FOUNDATION?
The employer identification number (EIN) of PETER ALFOND FOUNDATION is 22-3267949.
Is PETER ALFOND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to PETER ALFOND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETER ALFOND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PETER ALFOND 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 PETER ALFOND 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 PETER ALFOND FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization, the highest $136,550 (ADAM BURK, EXECUTIVE DIRECTOR,).
How much revenue does PETER ALFOND FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,966,313, expenses of $4,158,578 and total assets of $71,183,636 at year end.

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