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Nonprofit · EIN 04-6841433

MEDFORD K TR

Also known as MALONEY GORDON ET AL TTEES

Tax-exempt · WAKEFIELD, MA 01880

Financials

$4K$10K2023$22K$13K2024$24K$10K2025
Revenue Expenses · by fiscal year end
Financials of MEDFORD K TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$23,651$10,000$13,651$225,862$0$225,862
December 31, 2024990-EZ$22,418$12,500$9,918$212,211$0$212,211
December 31, 2023990-EZ$3,668$10,000-$6,332$202,293$0$202,293
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Investment income
$12,649
Net income from fundraising events
$11,002

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$10,000

Balance sheet and other

Total assets, start of year
$212,211
Total assets, end of year
$225,862
Total liabilities, end of year
$0
Net assets, end of year
$225,862
Cash, savings and investments
$225,862
Gross receipts
$39,521

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RITA CORNELIOTRUSTEE0$0
ROBERT ROSELLETRUSTEE0$0
ANNETTE HUNTTRUSTEE0$0
PAUL DONATOTRUSTEE0$0
ANDREA BATESTRUSTEE0$0
KELLY CATALLOTRUSTEE0$0
990-EZ for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JOHN FALCOTRUSTEE0$0
ROBERT ROSELLETRUSTEE0$0
ANNETTE HUNTTRUSTEE0$0
PAUL DONATOTRUSTEE0$0
ANDREA BATESTRUSTEE0$0
KELLY CATALLOTRUSTEE0$0
990-EZ for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MARK TONELLOTRUSTEE0$0
ROBERT ROSELLETRUSTEE0$0
ANNETTE HUNTTRUSTEE0$0
PAUL DONATOTRUSTEE0$0
ANDREA BATESTRUSTEE0$0
KELLY CATALLOTRUSTEE0$0

Address and contacts

Address (IRS master file)
MAHONEY FIORENTINO 607 NORTH AVE, WAKEFIELD, MA 01880-0000
In care of
% MAHONEY FIORENTINO & CO PC
Signed the 990-EZ
ANNETTE HUNT, TRUSTEE
Phone
(781) 246-0275
Return prepared by
MAHONEY FIORENTINO & CO PC

Mission

THE TRUST WAS CREATED AND SHALL EXIST AND SHALL BE OPERATED EXCLUSIVELY FOR, CHARITABLE AND EDUCATIONAL PURPOSES.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • SUPPORT OF THE YOUTH (SCHOLARSHIPS)
    grants $8,000
  • SUPPORT OF THE CURRICULUM WITHIN THE MEDFORD PUBLIC SCHOOLS
    grants $2,000

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
04-6841433
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$225,862
Income (IRS master file)
$39,521

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$23,651$10,000$225,862IRS
990-EZDecember 2024$22,418$12,500$212,211IRS
990-EZDecember 2023$3,668$10,000$202,293XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––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 04-6841433).

Questions about MEDFORD K TR

What is the EIN of MEDFORD K TR?
The employer identification number (EIN) of MEDFORD K TR is 04-6841433.
Is MEDFORD K TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MEDFORD K TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MEDFORD K TR file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MEDFORD K TR 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 MEDFORD K TR last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of MEDFORD K TR?
The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does MEDFORD K TR have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $23,651, expenses of $10,000 and total assets of $225,862 at year end.

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