STRATEGY STUDIO / PUBLIC DATA EXPLORER

MEDFORD K TR: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEDFORD K TR (EIN 04-6841433)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-02
IRS object ID
202511229349200026
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-02T09:10:48-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042683188PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHONEY FIORENTINO & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1607 NORTH AVENUE 16AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046841433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEDFORD K TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEDFBusinessNameControlTxt
Phone7812460275PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MAHONEY FIORENTINO 607 NORTH AVEAddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNETTE HUNTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812460275PhoneNum
Signature2025-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGORDON J MALONEYPreparerPersonNm
PTINP00138885PTIN
Phone7812460275PhoneNum
Preparation2025-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$50,900GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$7,418InvestmentIncomeAmt
Fundraising Gross Income$43,482FundraisingGrossIncomeAmt
Special Events Direct Expenses$28,482SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$15,000SpecialEventsNetIncomeLossAmt
Total Revenue$22,418TotalRevenueAmt
Other Expenses Total$12,500OtherExpensesTotalAmt
Total Expenses$12,500TotalExpensesAmt
Excess Or Deficit For Year$9,918ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$202,293NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$212,211NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$202,293BOYAmt
EOY$212,211EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$202,293BOYAmt
EOY$212,211EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$202,293BOYAmt
EOY$212,211EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE TRUST WAS CREATED AND SHALL EXIST AND SHALL BE OPERATED EXCLUSIVELY FOR, CHARITABLE AND EDUCATIONAL PURPOSES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SUPPORT OF THE YOUTH (SCHOLARSHIPS)$10,000$0
SUPPORT OF THE CURRICULUM WITHIN THE MEDFORD PUBLIC SCHOOLS$2,500$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN FALCO
TRUSTEE0.00$0$0$0
ROBERT ROSELLE
TRUSTEE0.00$0$0$0
ANNETTE HUNT
TRUSTEE0.00$0$0$0
PAUL DONATO
TRUSTEE0.00$0$0$0
ANDREA BATES
TRUSTEE0.00$0$0$0
KELLY CATALLO
TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1G MALONEY - MAHONEY FIORENTINOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1607 NORTH AVE - SUITE 16AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Phone7812460275PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000CurrentTaxYearMinus4YearsAmt
Total$5,000TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$22,703CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,654CurrentTaxYearMinus2YearsAmt
Current Tax Year$43,481CurrentTaxYearAmt
Total$82,838TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,703CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,654CurrentTaxYearMinus2YearsAmt
Current Tax Year$43,481CurrentTaxYearAmt
Total$87,838TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$87,838PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,852CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,668CurrentTaxYearMinus1YearAmt
Current Tax Year$7,418CurrentTaxYearAmt
Total$33,523TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,852CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,668CurrentTaxYearMinus1YearAmt
Current Tax Year$7,418CurrentTaxYearAmt
Total$33,523TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,232CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,668CurrentTaxYearMinus1YearAmt
Current Tax Year$50,899CurrentTaxYearAmt
Total$121,361TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.72380PublicSupportCY509Pct
Public Support PY5090.58340PublicSupportPY509Pct
Investment Income CY0.27620InvestmentIncomeCYPct
Investment Income PY0.41660InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FIGHT NIGHTEvent1Nm
Gross Receipts Event1$38,968GrossReceiptsEvent1Amt
Gross Revenue Event1$38,968GrossRevenueEvent1Amt
Other Direct Expenses Event1$25,652OtherDirectExpensesEvent1Amt
Event2SPORTS FUNDRAISEREvent2Nm
Gross Receipts Event2$2,313GrossReceiptsEvent2Amt
Gross Revenue Event2$2,313GrossRevenueEvent2Amt
Other Direct Expenses Event2$1,809OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$2,201GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$2,201GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$1,021OthDirectExpnssOtherEventsAmt
Gross Receipts Total$43,482GrossReceiptsTotalAmt
Gross Revenue Total Events$43,482GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$28,482OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,482DirectExpenseSummaryEventsAmt
Net Income Summary$15,000NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 77. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,433. DESCRIPTION: CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 3,908. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,418.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: SUPPORT OF YOUTH (SCHOLARSHIPS). AMOUNT: 10,000. DESCRIPTION: SUPPORT OF MEDFORD EDUCATIONAL FOUNDATION. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 12,500.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc