Nonprofit · EIN 23-1511600
PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST
Tax-exempt · MECHANICSBURG, PA 17050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $396,964 | $188,726 | $208,238 | $6,865,836 | $0 | $6,865,836 |
| December 31, 2024 | 990 | $422,746 | $181,553 | $241,193 | $6,299,842 | $0 | $6,299,842 |
| December 31, 2023 | 990 | $213,609 | $179,794 | $33,815 | $5,994,445 | $0 | $5,994,445 |
| December 31, 2021 | 990 | $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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER A WILSON MSWCFRECAEFCPP | SECRETARY Trustee or director, Officer | 1 | $0 | $229,509 | $51,492 |
| PAUL F DENDE DO FACP | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WILLIAM R DEWAR III MD FACP | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| M AHMAD HAMEED MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM DEMPSEY JR MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER A WILSON MSWCFRECAEFCPP | SECRETARY Trustee or director, Officer | 1 | $0 | $223,065 | $58,529 |
| PAUL F DENDE DO FACP | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WILLIAM R DEWAR III MD FACP | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| EMILY BEARY DO | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JASON WOLOSKI MD FAAFP FCPP | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER A WILSON MSWCFRECAEFCPP | SECRETARY Trustee or director, Officer | 1 | $0 | $215,181 | $57,749 |
| PAUL F DENDE DO FACP | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GWENDOLYN A POLES DO FACP | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| EMILY BEARY DO | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JEFFREY M FARMA MD | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER A WILSON MSWCFRECAEFCPP | SECRETARY Trustee or director, Officer | 1 | $0 | $203,213 | $56,795 |
| PAUL F DENDE DO FACP | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GWENDOLYN A POLES DO FACP | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SHERRY L BLUMENTHAL MD | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JEFFREY M FARMA MD | TRUSTEE 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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $396,964 | $188,726 | $6,865,836 | XML |
| 990 | December 2024 | $422,746 | $181,553 | $6,299,842 | XML |
| 990 | December 2023 | $213,609 | $179,794 | $5,994,445 | XML |
| 990 | December 2022 | $259,281 | $17,256 | $5,361,678 | IRS |
| 990 | December 2021 | $714,564 | $166,727 | $6,292,926 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 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.
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All nonprofits in MECHANICSBURG · Pennsylvania · Health care