Skip to main content

Nonprofit · EIN 23-1511600

PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST

Tax-exempt · MECHANICSBURG, PA 17050

Financials

$715K$167K2021$214K$180K2023$423K$182K2024$397K$189K2025
Revenue Expenses · by fiscal year end
Financials of PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$396,964$188,726$208,238$6,865,836$0$6,865,836
December 31, 2024990$422,746$181,553$241,193$6,299,842$0$6,299,842
December 31, 2023990$213,609$179,794$33,815$5,994,445$0$5,994,445
December 31, 2021990$714,564$166,727$547,837$6,292,926$0$6,292,926
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$500
Program service revenue
$0
Investment income
$396,464
Net gain from sales of assets
$176,159
Other revenue
$0

Expenses

Grants and similar amounts paid
$170,426
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$170,426
Management and general (functional)
$18,300

Balance sheet and other

Total assets, start of year
$6,299,842
Total assets, end of year
$6,865,836
Total liabilities, end of year
$0
Net assets, end of year
$6,865,836
Publicly traded securities
$6,793,613
Net assets without donor restrictions
$5,197,787
Net assets with donor restrictions
$1,668,049
Gross receipts
$409,515
Employees
0
Volunteers
4
Year formed
1955
State of legal domicile
PA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
HEATHER A WILSON MSWCFRECAEFCPPSECRETARY
Trustee or director, Officer
1$0$229,509$51,492
PAUL F DENDE DO FACPCHAIR
Trustee or director, Officer
0.5$0$0$0
WILLIAM R DEWAR III MD FACPTREASURER
Trustee or director, Officer
0.5$0$0$0
M AHMAD HAMEED MDDIRECTOR
Trustee or director
0.5$0$0$0
WILLIAM DEMPSEY JR MDDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HEATHER A WILSON MSWCFRECAEFCPPSECRETARY
Trustee or director, Officer
1$0$223,065$58,529
PAUL F DENDE DO FACPCHAIR
Trustee or director, Officer
0.5$0$0$0
WILLIAM R DEWAR III MD FACPTREASURER
Trustee or director, Officer
0.5$0$0$0
EMILY BEARY DOTRUSTEE
Trustee or director
0.5$0$0$0
JASON WOLOSKI MD FAAFP FCPPTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HEATHER A WILSON MSWCFRECAEFCPPSECRETARY
Trustee or director, Officer
1$0$215,181$57,749
PAUL F DENDE DO FACPCHAIR
Trustee or director, Officer
0.5$0$0$0
GWENDOLYN A POLES DO FACPTREASURER
Trustee or director, Officer
0.5$0$0$0
EMILY BEARY DOTRUSTEE
Trustee or director
0.5$0$0$0
JEFFREY M FARMA MDTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HEATHER A WILSON MSWCFRECAEFCPPSECRETARY
Trustee or director, Officer
1$0$203,213$56,795
PAUL F DENDE DO FACPCHAIR
Trustee or director, Officer
0.5$0$0$0
GWENDOLYN A POLES DO FACPTREASURER
Trustee or director, Officer
0.5$0$0$0
SHERRY L BLUMENTHAL MDTRUSTEE
Trustee or director
0.5$0$0$0
JEFFREY M FARMA MDTRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
400 WINDING CREEK BLVD, MECHANICSBURG, PA 17050-1885
Principal officer (990 for 2025)
HEATHER A WILSON MSW C, 400 WINDING CREEK BLVD, MECHANICSBURG, PA 17050
Signed the 990
HEATHER A WILSON MSW CFRE CAE, FCPP, BOARD SECRETARY
Phone
(717) 558-7810
Return prepared by
KREISCHER MILLER

Mission

THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST IS DEDICATED TO ADVANCING THE CULTURE OF PHILANTHROPY AND SUPPORTING EXCELLENCE ACROSS PROGRAMS AND SERVICES PROVIDED BY THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY.

990 for the year ended December 31, 2025

Program accomplishments

  • ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY TO SERVE AS A VEHICLE FOR ACCEPTING CONTRIBUTIONS THAT ARE DEFERRED IN NATURE.
    Expenses $170,426 · grants $170,426

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-1511600
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E11)
Assets (IRS master file)
$6,865,836
Income (IRS master file)
$409,515

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$396,964$188,726$6,865,836XML
990December 2024$422,746$181,553$6,299,842XML
990December 2023$213,609$179,794$5,994,445XML
990December 2022$259,281$17,256$5,361,678IRS
990December 2021$714,564$166,727$6,292,926XML
990December 2020–––IRS
990December 2019–––IRS
990December 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 23-1511600).

Questions about PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST

What is the EIN of PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST?
The employer identification number (EIN) of PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST is 23-1511600.
Is PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST 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 PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 names HEATHER A WILSON MSW C.
Who are the officers and directors of PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $396,964, expenses of $188,726 and total assets of $6,865,836 at year end.

Other nonprofits in MECHANICSBURG

All nonprofits in MECHANICSBURG · Pennsylvania · Health care