2024-04-10T20:20:28-05:00 2023-05-31 990 2022-06-01 223199624 MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION MASS 7814347044 860 WINTER STREET WALTHAM MA 024511411 LEE S PERRIN MD CHAIR 7814347044 2024-04-10 LEE PERRIN MD 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEE S PERRIN MD 860 WINTER STREET WALTHAM MA 024511411 784546 0 X WWW.MMSFOUNDATION.ORG X 1992 MA SEE FORM 990, PART III, LINE 1 11 11 0 0 0 0 237003 219504 0 0 279895 118572 0 1060 516898 339136 178598 160200 0 0 0 0 0 0 0 13120 106097 191718 266297 325180 72839 2775700 2837978 7910 92675 2767790 2745303 X TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE MMS AND THE MMS ALLIANCE, INCLUDING, BUT NOT LIMITED TO, DEVELOPING AND NURTURING COOPERATION BETWEEN INDIVIDUALS, PROFESSIONS, INSTITUTIONS, AND THE COMMUNITY. (CONT'D ON SCHED O) (CONT'D) TO CREATIVELY ADDRESS ISSUES THAT AFFECT THE HEALTH, BENEFIT, AND WELFARE OF THE COMMUNITY. 0 0 141700 141700 GRANTS TO ORGANIZATIONSTWELVE NONPROFITS WERE AWARDED $141,700 TO INTERVENE IN EARLY PREDICTORS OF POOR HEALTH OUTCOMES, SUCH AS HEALTH EQUITY, POVERTY, FOOD INSECURITY, AND ACCESS TO HEALTH CARE, SERVING MORE THAN 18,500 INDIVIDUALS. 90368 82500 FISCAL SPONSORSHIPTHE FOUNDATION IS THE FISCAL SPONSOR ON TWO GRANTS THAT ARE MANAGED BY THE MASSACHUSETTS MEDICAL SOCIETY. THE GRANTS RELATE TO EDUCATIONAL INITIATIVES FOR PHYSICIANS. 18500 18500 GRANTS TO MEDICAL STUDENTS AND RESIDENT PHYSICIANSSIX MEDICAL STUDENTS FROM MASSACHUSETTS MEDICAL SCHOOLS, AND EIGHT RESIDENT PHYSICIANS FROM MASSACHUSETTS FACILITIES, RECEIVED GRANTS TO HELP OFFSET TRAVEL AND LODGING EXPENSES FOR STUDY IN ANOTHER COUNTRY AS THEY TRAIN TO BEOME CULTURALLY COMPENTENT PHYSICIANS WHO ARE PREPARED TO SERVE BOTH LOCAL AND INTERNATIONAL COMMUNITIES WITH HUMILITY AND RESPECT. 250568 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MASSACHUSETTS MEDICAL SOCIETY 7814347352 860 WINTER STREET WALTHAM MA 024511411 X LEE PERRIN MD CHAIR 1.50 0.30 X X 0 0 5208 BERI O SONGNA MD VICE-CHAIR 1.50 X X 0 0 0 BONNIE DUNLAP DIRECTOR 1.50 X 0 0 0 LOUIS E FAZEN III MD MPH DIRECTOR 1.50 X 0 0 0 CAITLIN FARRELL DO DIRECTOR 1.50 X 0 0 0 SHAAN GANDHI MD MBA DIRECTOR 1.50 X 0 0 0 LYNDA KABBASH MD DIRECTOR 1.50 0.30 X 0 25000 0 CATHERINE LEW DIRECTOR 1.50 X 0 0 0 SAHDEV R PASSEY MD DIRECTOR 1.50 0.30 X 0 0 0 GAIL GORDON SANCHEZ DIRECTOR 1.50 X 0 0 0 HUGH TAYLOR MD DIRECTOR 2.00 0.30 X 0 29167 0 0 54167 5208 0 0 0 0 0 100000 119504 219504 129101 129101 433741 444270 -10529 -10529 -10529 2200 1140 1060 1060 339136 0 0 119632 141700 141700 18500 18500 7120 7120 4327 4327 4282 4282 FISCAL SPONSORSHIP GRAN 90368 90368 266297 250568 15729 0 69116 116564 3868 0 1493579 1502074 1209137 1219340 2775700 2837978 7910 20910 0 71765 7910 92675 X 2695745 2672161 72045 73142 2767790 2745303 2775700 2837978 72839 -95326 0 X 0 1 X 1 0 X X 1 MASSACHUSETTS MEDICAL SOCIETY 042050773 6 1 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3(B) THE ORGANIZATION RECEIVED A COPY OF THE MASACHUSETTS MEDICAL SOCIETY'S IRS DETERMINATION LETTER CONFIRMING EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). IN ADDITION IT RECEIVED SUPPORT FROM THE MASSACHUSETTS MEDICAL SOCIETY IN THE FORM OF A PRO FORMA SCHEDULE A,PART III REFLECTING THE SATISFACTION OF THE SECTION 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 3(C) THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION DOES NOT PROVIDE ANY FINANCIAL SUPPORT TO THE MASSACHUSETTS MEDICAL SOCIETY. THE BOARD OF DIRECTORS OF THE FOUNDATION HAVE SPECIFIC CONTROL OVER THE FUND. PART IV, SECTION A, LINE 6 THE FOUNDATION IS A MECHANISM FOR CONSOLIDATING THE MMS CHARITABLE GIVING INTO ONE ENTITY. IT SUPPORTS THE CHARITABLE ACTIVITIES OF THE MASSACHUSETTS MEDICAL SOCIETY BY DONATING TO UNRELATED ORGANIZATIONS THAT AIM TO AFFECT THE HEALTH, BENEFIT, AND WELFARE OF THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1209137 14530 4327 1219340 1308579 -91754 7688 1209137 1012897 302913 7231 1308579 959015 59987 6103 1012897 915047 51358 7390 959015 1.00000 0 1 1 0 BENEFICIAL INTEREST IN MMS INVESTMENT POOL 1219340 F 1219340 DUE TO MASSACHUSETTS MEDICAL SOCIETY 71765 71765 360010 -95326 115060 1140 20874 339136 0 339136 382497 115060 1140 116200 266297 0 266297 PART V, LINE 4: THE CHARITABLE FOUNDATION INTENDS TO USE ITS ENDOWMENT FUND FOR LONG-TERM FINANCIAL GROWTH AS WELL AS TO SUPPLEMENT ANNUAL CHARITABLE GIVING. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES PRESENTED NET OF FUNDRAISING REVENUE ON 990 1,140. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES PRESENTED NET OF FUNDRAISING REVENUE ON 990 1,140. 1 FATHER BILLS & MAINSPRING INC 430 BELMONT STREET BROCKTON MA 02301 222538039 501(C)(3) 20000 0 IMPROVING ACCESS TO CARE GRATIS HEALTHCARE 10 PEARL STREET FRAMINGHAM MA 02038 863883420 501(C)(3) 18500 0 QUALITY HEALTH CARE SERVICES FOR THE UN- AND UNDERINSURED BOYS AND GIRLS CLUBS OF DORCHESTER INC 1135 DORCESTER AVENUE DORCESTER MA 02125 237076465 501(C)(3) 15000 0 BEHAVIORAL HEALTH SERVICES SOUTH COMMUNITY FOOD PANTRY 110 SOUTH STREET PITTSFIELD MA 01201 922018906 501(C)(3) 15000 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH VOLUNTEERS IN MEDICINE- BERKSHIRES 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 900140004 501(C)(3) 15000 0 QUALITY HEALTH CARE SERVICES FOR THE UN- AND UNDERINSURED ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 043263996 501(C)(3) 10000 0 BEHAVIORAL HEALTH SERVICES BOYS & GIRLS CLUBS OF STONEHAM & WAKEFIELD 15 DALE COURT STONEHAM MA 02180 237025777 501(C)(3) 10000 0 BEHAVIORAL HEALTH SERVICES INTERFAITH SOCIAL SERVICES 105 ADAMS STREET WOLLASTON MA 02169 042104853 501(C)(3) 10000 0 BEHAVIORAL HEALTH SERVICES METROWEST FREE MEDICAL PROGRAM 246 MAPLE STREET MARLBOROUGH MA 01776 043822273 501(C)(3) 10000 0 QUALITY HEALTH CARE SERVICES FOR THE UN- AND UNDERINSURED VICTORY PROGRAMS INC 404 S HUNGTINGTON AVENUE BOSTON MA 02130 042575322 501(C)(3) 10000 0 IMPROVING ACCESS TO CARE FRIENDSHIPWORKS 105 CHAUNCY STREET 801 BOSTON MA 02111 043140541 501(C)(3) 7500 0 IMPROVING ACCESS TO CARE CONTRIBUTIONS 5000 700 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH 12 0 INTERNATIONAL HEALTH STUDIES GRANT 12 18500 PART I, LINE 2: THE ULTIMATE RECIPIENTS OF GRANTS ARE REQUIRED TO COMPLY WITH THE CONDITIONS SET FORTH BY THE FOUNDATION. THIS INCLUDES FINANCIAL UPDATES ON THE FUNDING FOR THE SPECIAL PROJECT AS THEY OCCUR AND A FINAL REPORT ON THE EXPENDITURES OF THE GRANT NO LATER THAN ONE YEAR FROM THE DATE OF ACCEPTANCE, INCLUDING A NARRATIVE OF THE GRANT PROJECT ADDRESSING THE GOALS STATED IN THE PROPOSAL. WRITTEN PROGRESS REPORTS ON THE ACTIVITIES OF THE PROJECT ARE ALSO REQUIRED. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF THE MASSACHUSETTS MEDICAL SOCIETY (MMS), SUBJECT TO APPROVAL BY THE MMS BOARD OF TRUSTEES, MAY FILL ANY VACANCIES EXISTING IN THE FOUNDATION'S BOARD OF DIRECTORS AT ANY TIME. IN ADDITION THE PRESIDENT OF THE MASSACHUSETTS MEDICAL SOCIETY, SUBJECT TO APPROVAL BY THE MMS BOARD OF TRUSTEES, MAY APPOINT ADDITIONAL DIRECTORS TO AND REMOVAL FROM THE FOUNDATIONS BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM. THE RETURN IS PRESENTED BY THE PREPARER AT A SUMMARY LEVEL TO THE BOARD WITH THE OPPORTUNITY FOR QUESTIONS AND COMMENTS BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST MEETING OF THE FISCAL YEAR OR DIRECTLY AFTER THE MEETING, BOARD MEMBERS SUBMIT SIGNED CONFLICT OF INTEREST STATEMENTS. THE ORGANIZATION'S POLICY STATEMENT ON CONFLICT OF INTEREST REQUIRE DIRECTORS TO PROMPTLY DISCLOSE ANY CONFLICTS REQUIRED TO BE DISCLOSED UNDER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 15A. THE FOUNDATION DOES NOT COMPENSATE ITS OFFICERS. 15B. THE FOUNDATION IS SUBJECT TO THE WHISTLE-BLOWER AND RETENTION AND DESTRUCTION POLICY OF THE MASSACHUSETTS MEDICAL SOCIETY, ITS PARENT ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1A, COLUMN (F) DR. LEE PERRIN RECEIVED $5208 OF DEFERRED COMPENSATION FROM A RELATED ORGANIZATION, THE MASSACHUSETTS MEDICAL SOCIETY, FOR HIS ROLE AS SECRETARY/TREASURER OF THE MASSACHUSETTS MEDICAL SOCIETY. HE WAS NOT COMPENSATED FOR HIS ROLE AS CHAIR AND DIRECTOR OF THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION. MASSACHUSETTS MEDICAL SOCIETY 860 WINTER STREET WALTHAM MA 02451 042050773 PROMOTE MA MEDICINE MA 501(C)(6) N/A 0 MASSACHUSETTS MEDICAL SOCIETY CHARITABLE & EDUCATIONAL FUND 860 WINTER STREET WALTHAM MA 02451 046075905 MEDICAL STUDENT LOANS MA 501(C)(3) LINE 12B, II MASSACHUSETTS MEDICAL SOCIETY 0 PHYSICIAN HEALTH SERVICES INC 860 WINTER STREET WALTHAM MA 02451 223234975 OUTREACH SERVICES MA 501(C)(3) LINE 12B, II MASSACHUSETTS MEDICAL SOCIETY 0 PHYSICIANS INSURANCE AGENCY 860 WINTER STREET WALTHAM MA 02451 043135954 INSURANCE MA C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 THE MASSACHUSETTS MEDICAL SOCIETY C 100000 FAIR MARKET VALUE THE MASSACHUSETTS MEDICAL SOCIETY M 115060 COST ALLOCATION THE MASSACHUSETTS MEDICAL SOCIETY M 90368 COST