Nonprofit · EIN 04-6841433
MEDFORD K TR
Also known as MALONEY GORDON ET AL TTEES
Tax-exempt · WAKEFIELD, MA 01880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $23,651 | $10,000 | $13,651 | $225,862 | $0 | $225,862 |
| December 31, 2024 | 990-EZ | $22,418 | $12,500 | $9,918 | $212,211 | $0 | $212,211 |
| December 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA CORNELIO | TRUSTEE | 0 | $0 |
| ROBERT ROSELLE | TRUSTEE | 0 | $0 |
| ANNETTE HUNT | TRUSTEE | 0 | $0 |
| PAUL DONATO | TRUSTEE | 0 | $0 |
| ANDREA BATES | TRUSTEE | 0 | $0 |
| KELLY CATALLO | TRUSTEE | 0 | $0 |
990-EZ for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN FALCO | TRUSTEE | 0 | $0 |
| ROBERT ROSELLE | TRUSTEE | 0 | $0 |
| ANNETTE HUNT | TRUSTEE | 0 | $0 |
| PAUL DONATO | TRUSTEE | 0 | $0 |
| ANDREA BATES | TRUSTEE | 0 | $0 |
| KELLY CATALLO | TRUSTEE | 0 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK TONELLO | TRUSTEE | 0 | $0 |
| ROBERT ROSELLE | TRUSTEE | 0 | $0 |
| ANNETTE HUNT | TRUSTEE | 0 | $0 |
| PAUL DONATO | TRUSTEE | 0 | $0 |
| ANDREA BATES | TRUSTEE | 0 | $0 |
| KELLY CATALLO | TRUSTEE | 0 | $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.
Program accomplishments
- SUPPORT OF THE YOUTH (SCHOLARSHIPS)grants $8,000
- SUPPORT OF THE CURRICULUM WITHIN THE MEDFORD PUBLIC SCHOOLSgrants $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-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)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $225,862
- Income (IRS master file)
- $39,521
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $23,651 | $10,000 | $225,862 | IRS |
| 990-EZ | December 2024 | $22,418 | $12,500 | $212,211 | IRS |
| 990-EZ | December 2023 | $3,668 | $10,000 | $202,293 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 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.
Other nonprofits in WAKEFIELD
- EASTERN BANK CHARITABLE FOUNDATION EIN 22-3317340 · last filed 990-PF for 2025
- KNOPF FAMILY FOUNDATION INC EIN 57-1179990 · last filed 990-PF for 2025
- FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC EIN 04-3485593 · last filed 990-PF for 2026
- RYAN SHAW FOUNDATION EIN 82-6303202 · last filed 990-PF for 2025
- WILSON FAMILY CHARITABLE FOUNDATION EIN 04-6773530 · last filed 990-PF for 2025
- THE SAVINGS BANK CHARITABLE FOUNDATION INC EIN 04-3370164 · last filed 990-PF for 2025
- INCE FOUNDATION INC EIN 14-1761628 · last filed 990 for 2025
- CAMBRIDGE TRUST CHARITABLE FOUND FKA WELLESLEY BANK CHARITABLE FDN EIN 45-4182909 · last filed 990-PF for 2025
All nonprofits in WAKEFIELD · Massachusetts · Philanthropy, voluntarism and grantmaking foundations