Nonprofit · EIN 04-3474541
THE JOAN AND LEO MAHONEY FAMILY FOUNDATION
Also known as MAHONEY LEO TTEE
Tax-exempt · LOWELL, MA 01851
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $199,536 | $230,495 | -$30,959 | $1,037,273 | $0 | $1,037,273 |
| December 31, 2023 | 990-PF | $122,547 | $241,158 | -$118,611 | $1,068,232 | $0 | $1,068,232 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $33,323
- Interest
- $4
- Net gain from sales of assets
- $166,209
Expenses
- Grants and similar amounts paid
- $220,000
- Disbursements for charitable purposes
- $10,495
- Excise tax on investment income
- $2,619
Balance sheet and other
- Total assets, start of year
- $1,068,232
- Total assets, end of year
- $1,037,273
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,037,273
- Fair market value of assets
- $1,249,070
- Qualifying distributions
- $1,259,562
- Net investment income
- $198,923
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELAGH E MAHONEY 250 WESTVIEW ROAD, LOWELL, MA 01851 | TRUSTEE | 5 | $0 |
| MEGHAN L MAHONEY 64 MAIN ST, WESTFORD, MA 01886 | TRUSTEE | 5 | $0 |
| PATRICK L MAHONEY 83 RINDO PARK DRIVE, LOWELL, MA 01851 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELAGH E MAHONEY 250 WESTVIEW ROAD, LOWELL, MA 01851 | TRUSTEE | 5 | $0 |
| MEGHAN L MAHONEY 64 MAIN ST, WESTFORD, MA 01886 | TRUSTEE | 5 | $0 |
| PATRICK L MAHONEY 83 RINDO PARK DRIVE, LOWELL, MA 01851 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 250 WESTVIEW RD, LOWELL, MA 01851-3436
- In care of
- % SHELAGH E MAHONEY
- Signed the 990-PF
- SHELAGH E MAHONEY, TRUSTEE
- Phone
- (978) 458-6420
- Return prepared by
- MCKENZIE & FRAWLEY CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3474541
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,037,273
- Income (IRS master file)
- $311,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $199,536 | $230,495 | $1,037,273 | IRS |
| 990-PF | December 2023 | $122,547 | $241,158 | $1,068,232 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 04-3474541).
Questions about THE JOAN AND LEO MAHONEY FAMILY FOUNDATION
- What is the EIN of THE JOAN AND LEO MAHONEY FAMILY FOUNDATION?
- The employer identification number (EIN) of THE JOAN AND LEO MAHONEY FAMILY FOUNDATION is 04-3474541.
- Is THE JOAN AND LEO MAHONEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE JOAN AND LEO MAHONEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOAN AND LEO MAHONEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOAN AND LEO MAHONEY FAMILY 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 THE JOAN AND LEO MAHONEY FAMILY 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 THE JOAN AND LEO MAHONEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JOAN AND LEO MAHONEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $199,536, expenses of $230,495 and total assets of $1,037,273 at year end.
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