2023-05-16T14:36:27-07:00 2022-12-31 431121359 Evers & Company CPAs LLC 520 Dix Road Jefferson City MO 65109 990PF 2022-01-01 436033780 MISSOURI STATE MEDICAL FOUNDATION MISS 5736365151 PO BOX 1028 JEFFERSON CITY MO 65101 JEFF HOWELL Executive VP 2023-05-16 true JEFF HOWELL 999009999 true WENDY M RENNER CPA P00733357 5736350227 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 6774109 X 10800 X 288 288 288 134632 134632 134632 292385 1286263 292385 292385 32436 470541 427305 427305 6640 1500 92056 38056 48000 5411 8676 8550 112783 39556 56550 300000 300000 412783 39556 356550 57758 387749 427305 369349 356338 356338 504723 97217 524275 407506 407506 1459545 1284548 1284548 5583522 4487233 4487233 196406 182464 182464 88362 14393 14393 11783 11783 45017 41627 41627 8266476 6774109 6774109 186755 161198 186755 161198 X 8079721 6612911 8079721 6612911 8266476 6774109 8079721 57758 8137479 1524568 6612911 PUBLICLY TRADED SECURITIES - LT P 2021-01-01 2022-01-01 1170202 847191 323011 323011 PUBLICLY TRADED SECURITIES - ST P 2021-01-01 2022-01-01 116061 146687 -30626 -30626 292385 292385 5390 5390 5390 702 702 X 126 4814 0 false false false false false false false true true MO true false false false false true www.msma.org/msm-foundation.html JEFF HOWELL 5736365151 PO BOX 1028 JEFFERSON CITY MO 65101 false false false false false false false false false false false false false false false false false false false false false false DEB SNYDER 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 RAMONA BEHSHAD MD 113 Madison Street JEFFERSON CITY MO 65102 President 1.00 0 ALBERT HSU MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 STEPHEN HALPIN MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 NICKOLE FORGET MD 113 Madison Street JEFFERSON CITY MO 65102 Treasurer 1.00 0 SARAH FLORIO MD 113 Madison Street JEFFERSON CITY MO 65102 Secretary 1.00 0 BEN NORTHRUP MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 KATHY PERRYMAN MD 113 Madison Street JEFFERSON CITY MO 65102 Vice President 1.00 0 KEVIN WEIKART MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 JENNY PAGE MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 JEFF HOWELL PO BOX 1028 JEFFERSON CITY MO 65102 Executive VP 2.00 0 NONE NONE SCHOLARSHIPS: THE FOUNDATION GIVES SCHOLARSHIPS TO SIX MEDICAL SCHOOLS IN MISSOURI. THE PURPOSE IS TO ASSIST MISSOURI MEDICAL SCHOOL STUDENTS WITH FINANCIAL AID. 332550 PRIOR TO 2017, THE FOUNDATION OFFERED LOWER COST LOANS TO MEDICAL STUDENTS TO ALLEVIATE SOME OF THE MEDICAL SCHOOL DEBT BURDEN. THE FOUNDATION CONTINUES TO COLLECT PRINCIPAL AND INTEREST PAYMENTS ON THE OUTSTANDING MEDICAL STUDENT LOANS. 24000 6276348 378142 0 6654490 0 6654490 99817 6554673 327734 327734 5390 5390 322344 322344 322344 356550 356550 322344 39211 40812 2713 82736 356550 0 322344 34206 116942 0 116942 39211 40812 2713 34206 X JEFF HOWELL PO BOX 1028 JEFFERSON CITY MO 65101 5736365151 THERE IS NO APPLICATION THAT IS SENT TO MSMF. MSMF GIVES THE SCHOLARSHIP FUNDS DIRECTLY TO THE INSTITUTIONS AND THOSE INSTITUTIONS CHOOSE WHICH STUDENTS RECEIVE THE SCHOLARSHIPS. N/A N/A UMKC SCHOOL OF MEDICINE 2411 HOLMES ST KANSAS CITY MO 64108 NC Scholarship 50000 ST LOUIS UNIVERSITY SCHOOL OF MEDIC 1402 S GRAND BLVD ST LOUIS MO 63104 NC SCHOLARSHIP 50000 UNIVERSITY OF MISSOURI SCHOOL OF ME 1 HOSPITAL DRIVE COLUMBIA MO 65212 NC SCHOLARSHIP 50000 WASHINGTON UNIVERSITY SCHOOL OF MED 660 E EUCLID AVENUE ST LOUIS MO 63110 NC SCHOLARSHIP 50000 KCU SCHOOL OF MEDICINE 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 NC SCHOLARSHIP 50000 AT STILL UNIVERSITY OF HEALTH SCIEN 800 W JEFFERSON STREET KIRKSVILLE MO 63501 NC SCHOLARSHIP 50000 300000 STUDENT LOAN INTEREST 32163 14 288 14 134632 14 18 292385 MISCELLANEOUS INCOME 1 273 427578 32163 459741 1a MEDICAL SCHOOL STUDENT LOANS: THE FOUNDATION HAS OUTSTANDING LOANS WITH APPROXIMATELY 50 PHYSICIANS. THE PURPOSE IS TO ALLEVIATE SOME OF THE MEDICAL SCHOOL DEBT BURDEN BY PROVIDING LOWER COST LOANS TO MISSOURI MEDICAL SCHOOL STUDENTS. THE FOUNDATION DID NOT ORIGINATE ANY NEW LOANS DURING THE TAX YEAR. false false false false false true false true false 1b(4) 60000 MISSOURI STATE MED ASSOC REIMBURSEMENT PAID TO MSMA 1b(6) 38344 MISSOURI STATE MED ASSOC SHARING OF PAID EMPLOYEES true MISSOURI STATE MED ASSOC 501(C)(6) COMMON MANAGEMENT TAX PREP AND AUDIT FEES 6640 1500 0 0 VANGUARD S/T INVESTMENT GRADE FD-ADM 15966 15966 HOME DEPOT INC 45765 45765 HOTCHKIS & WILEY HIGH YIELD 53859 53859 ARTISAN HIGH INCOME INST 66874 66874 ISHARES CORE MSCI EAFE ETF 108178 108178 ISHARES RUSSELL 2000 GROWTH ETF 108976 108976 ISHARES RUSSELL 2000 VALUE ETF 172921 172921 JPMORGAN MID CAP VALUE-INST 74992 74992 BRANDES INSTL EMG MKTS VAL-1 DODGE & COX INTL STOCK FUND 207024 207024 TWEEDY BROWNE GLOBAL VALUE FUND 137721 137721 ALPHABET INC CL A 83819 83819 ALPHABET INC CL C DANAHER CORP 122093 122093 JP MORGAN CHASE & CO 49081 49081 MASTERCARD INC CL A 104319 104319 POST HOLDINGS INC 46033 46033 MARVELL TECHNOLOGY GROUP LTD 35558 35558 ISHARES RUSSELL 3000 ETF 34426 34426 APPLE INC 103944 103944 ISHARES CORE MSCI EAFE ETF 16889 16889 AMER FNDS EUROPAC GROW-F3 26421 26421 WCM FOCUSED INTERNATIONAL 276647 276647 TARGET CORP 43669 43669 CHARLES SCHWAB US REIT 272019 272019 HARDING LOEVNER 45817 45817 INVESCO OPPENHEIMER STEE 60895 60895 MAINGATE MLP FD CL I 69601 69601 AMETEK INC 61477 61477 CENTENE CORP 61508 61508 COMCAST CORP SKYWORKS SOLUTIONS TRIMBLE INC 37414 37414 TRUIST FINL CORP UNITED RENTALS 88855 88855 CROWN CASTLE INT'L CO 48830 48830 CHARLES SCHWAB US MC ETF 10038 10038 ISHARES RUSSELL 2000 ETF 5928 5928 VANGUARD DIVIDEND APPRECIATION ETF 331944 331944 ABBVIE INC 64644 64644 APPLIED MATERIALS 34570 34570 BERKSHIRE HATHAWAY CLASS B 50969 50969 LPL FINL HLDGS 83225 83225 MICROSOFT CORP 112715 112715 MONSTER BEVERAGE 45689 45689 STARBUCKS CORP VANGUARD LARGE CAP ETF 3484 3484 VANGUARD REAL ESTATE 262781 262781 AMAZON.COM INC 75516 75516 AMERIPRISE FINL 68501 68501 COPART INC 52609 52609 D R HORTON CO 61952 61952 META PLATFORMS INC NORTHROP GRUMMAN CORP 70929 70929 UNITEDHEALTH GRP INC 84829 84829 ZYNGA INC ISHARES CORE S&P 500 87216 87216 DELAWARE IVY MID CAP GRO 56449 56449 SCHWAB EMERGING MARKETS 50180 50180 BELLRING BRANDS INC 42639 42639 BOOZ ALLEN HAMILTON 65639 65639 CARLYLE GROUP INC 36733 36733 CDW CORP 89290 89290 CHARLES RIVER LABS 42708 42708 FORTINET INC 37548 37548 PIONEER NATURAL RES 59381 59381 1284548 1284548 WELLS FARGO BANK CD FMV MORGAN STANLEY FMV CITIBANK NA FMV 14393 14393 Machinery and Equipment 11783 11783 ACCRUED INTEREST RECEIVABLE 44314 41627 41627 MARKETING 8550 8550 penalty 126 MISCELLANEOUS INCOME 273 STUDENT LOAN INTEREST 32163 FUNDS HELD FOR OTHERS 186755 156361 FEDERAL EXCISE TAX PAYABLE 4709 PENALTY 126 Rounding 2 ADMINISTRATION 60000 6000 0 48000 INVESTMENT MANAGEMENT 32056 32056 0 0 EXCISE TAX 5411