STRATEGY STUDIO / PUBLIC DATA EXPLORER

MEDFORD K TR: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MEDFORD K TR (EIN 04-6841433)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349202453
Schema version
2025v4.1
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)
Return2026-05-13T08:45:47-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGORDON J MALONEYPreparerPersonNm
PTINP00138885PTIN
Phone7812460275PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
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$39,521GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$12,649InvestmentIncomeAmt
Fundraising Gross Income$26,872FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,870SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$11,002SpecialEventsNetIncomeLossAmt
Total Revenue$23,651TotalRevenueAmt
Other Expenses Total$10,000OtherExpensesTotalAmt
Total Expenses$10,000TotalExpensesAmt
Excess Or Deficit For Year$13,651ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$212,211NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$225,862NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$212,211BOYAmt
EOY$225,862EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$212,211BOYAmt
EOY$225,862EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$212,211BOYAmt
EOY$225,862EOYAmt
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)$8,000$0
SUPPORT OF THE CURRICULUM WITHIN THE MEDFORD PUBLIC SCHOOLS$2,000$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
RITA CORNELIO
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

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$43,481CurrentTaxYearMinus1YearAmt
Current Tax Year$26,872CurrentTaxYearAmt
Total$109,710TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$43,481CurrentTaxYearMinus1YearAmt
Current Tax Year$26,872CurrentTaxYearAmt
Total$109,710TotalAmt

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$109,710PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,852CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,418CurrentTaxYearMinus1YearAmt
Current Tax Year$5,149CurrentTaxYearAmt
Total$34,616TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,852CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,418CurrentTaxYearMinus1YearAmt
Current Tax Year$5,149CurrentTaxYearAmt
Total$34,616TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,506CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,899CurrentTaxYearMinus1YearAmt
Current Tax Year$32,021CurrentTaxYearAmt
Total$144,326TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.76020PublicSupportCY509Pct
Public Support PY5090.72380PublicSupportPY509Pct
Investment Income CY0.23980InvestmentIncomeCYPct
Investment Income PY0.27620InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FIGHT NIGHTEvent1Nm
Gross Receipts Event1$19,162GrossReceiptsEvent1Amt
Gross Revenue Event1$19,162GrossRevenueEvent1Amt
Other Direct Expenses Event1$13,249OtherDirectExpensesEvent1Amt
Event2TASTE OF ITALYEvent2Nm
Gross Receipts Event2$4,449GrossReceiptsEvent2Amt
Gross Revenue Event2$4,449GrossRevenueEvent2Amt
Other Direct Expenses Event2$1,280OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$3,261GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$3,261GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$1,341OthDirectExpnssOtherEventsAmt
Gross Receipts Total$26,872GrossReceiptsTotalAmt
Gross Revenue Total Events$26,872GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$15,870OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,870DirectExpenseSummaryEventsAmt
Net Income Summary$11,002NetIncomeSummaryAmt

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: 64. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 5,085. DESCRIPTION: CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 7,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,649.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: SUPPORT OF YOUTH (SCHOLARSHIPS). AMOUNT: 8,000. DESCRIPTION: SUPPORT OF MEDFORD EDUCATIONAL FOUNDATION. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 10,000.

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