2023-09-13T12:17:45-05:00 2022-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2022-01-01 251672047 MEDICAL LEGACY FUND MEDI 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 HEATHER A WILSON PRESIDENT 7175587810 2023-09-08 1 HEATHER WILSON 999009999 0 CHRISTOPHER M PEKULA P00734965 2154414600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER A WILSON 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 8843 0 X N/A X 1991 PA ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY TO ACCEPT CONTRIBUTIONS THAT ARE DEFERRED IN NATURE. 15 13 0 14 0 0 0 0 0 0 51354 8843 0 0 51354 8843 0 113991 0 0 0 0 0 0 0 4878 4180 4878 118171 46476 -109328 546927 330842 148418 94146 398509 236696 THE MEDICAL LEGACY FUND IS ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION OF THE PA MEDICAL SOCIETY. 0 0 113991 113991 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. 113991 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 PA X HEATHER A WILSON 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 VIRGINIA E HALL MD FACOG FACP DIRECTOR 0.50 0.50 X 0 0 0 PAUL F DENDE DO FACP DIRECTOR 0.50 1.00 X 0 0 0 WILLIAM J WEST JR MD DIRECTOR 0.50 0.50 X 0 0 0 DONNA BAVER ROVITO DIRECTOR 0.50 0.50 X 0 0 0 KENNETH M CERTA MD DIRECTOR 0.50 0.50 X 0 0 0 WILLIAM R DEWAR III MD FACP DIRECTOR 0.50 0.50 X 0 0 0 DANIEL B KIMBALL JR MD MACP DIRECTOR 0.50 0.50 X 0 0 0 GWENDOLYN A POLES DO FACP DIRECTOR 0.50 0.50 X 0 0 0 MARTIN P RANIOWSKI MA CAE FCPP DIRECTOR 0.50 39.50 X 0 293704 68677 LYNDA THOMAS-MABINE MD FACOG DIRECTOR 0.50 0.50 X 0 0 0 JACOB ALBERS - MED STUDENT DIRECTOR 0.50 0.50 X 0 0 0 HEATHER A WILSON MSWCFRECAEFCPP PRESIDENT 1.00 39.00 X X 0 208731 57046 TIFFANY BOOHER MALPCCAADCCIPCCSM SECRETARY 1.00 39.00 X X 0 63847 34623 LAWRENCE R JOHN MD - TRUSTEE DIRECTOR 0.50 0.50 X 0 0 0 HEATH MACKLEY MD - TRUSTEE DIRECTOR 0.50 0.50 X 0 0 0 MARIA POLUCH MEDICAL STUDENT TRUSTE DIRECTOR - MEDICAL STUDENT TRUSTEE 0.50 0.50 X 0 0 0 0 566282 160346 0 0 1 0 0 8434 8434 409 0 409 409 409 8843 0 0 8843 113991 113991 1450 1450 2646 2646 84 84 118171 113991 4180 0 5608 5360 16 16 406473 325466 134830 0 546927 330842 148418 94146 148418 94146 X 379876 177841 18633 58855 398509 236696 546927 330842 X -109328 -92707 40222 X X 0 1 X 1 0 X X 1 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 371732501 10 1 113991 0 1 113991 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 18633 -40222 -21589 30320 -11687 18633 47058 -16738 30320 65899 -18841 47058 75922 -10023 65899 1.00000 0 0 0 OTHER SECURITIES 325466 C 325466 LIABILITY UNDER SPLIT-INTEREST AGREEMENT 94146 94146 X -43642 -92707 40222 -52485 8843 0 8843 118171 0 118171 0 118171 PART V, LINE 4: ENDOWMENT - FOR THE BENEFIT OF THE PROGRAMS OF THE FOUNDATION OF THE PA MEDICAL SOCIETY WHICH SUPPORT PHYSICIAN HEALTH, MEDICAL EDUCATION AND EXCELLENCE IN PRACTICE. PART X, LINE 2: THE FOUNDATION, THE FUND, AND THE TRUST HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(1) OF THE IRC. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. FOR THE YEAR ENDED DECEMBER 31, 2022, THE PAMED FOUNDATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE FOUNDATION, THE FUND, AND THE TRUST ARE POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO DECEMBER 31, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 40,222. 1 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 170501885 371732501 501(C)(3) 113991 0 PLANNED GIFT REMAINDER TO BENEFIT THE PROGRAMS OF THE PENNSYLVANIA MEDICAL SOCIETY 1 PART I, LINE 2: THE MEDICAL LEGACY AND FOUNDATION BOARD MONITOR PLANNED GIFTS AND THE ASSOCIATED RESTRICTIONS TO MAKE SURE THAT ALL GIFT ANNUITY DONOR RESTRICTIONS ARE MET AND THAT ANY REMAINDER FUNDS ARE USED ACCORDING TO THOSE RESTRICTIONS. 0 0 0 0 0 0 0 0 0 MARTIN P RANIOWSKI MA CAE FCPP DIRECTOR 0 293704 0 0 0 0 0 30381 0 38296 0 362381 0 0 HEATHER A WILSON MSWCFRECAEFCPP PRESIDENT 0 208731 0 0 0 0 0 21600 0 35446 0 265777 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE MEDICAL LEGACY FUND DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE FOUNDATION OF PENNSYLVANIA MEDICAL SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR OF THE FOUNDATION OF PENNSYLVANIA MEDICAL SOCIETY REVIEW THE FORM 990. IT IS THEN REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO THE FORM 990 BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. MEDICAL LEGACY FUND FOLLOWS THE CONFLICT OF INTEREST POLICY ADOPTED BY THE FOUNDATION OF THE PA MEDICAL SOCIETY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 40,222. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, SCHEDULE A, LINE 12G (EXPLANATION): MEDICAL LEGACY FUND WAS ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY TO ACCEPT CONTRIBUTIONS THAT ARE DEFERRED IN NATURE. THE REMAINDER OF THE CONTRIBUTIONS AFTER DONOR OBLIGATIONS ARE MET THEN GO TO SUPPORT THE PROGRAMS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12A, 12B, 12C, & 13 THE MEDICAL LEGACY FUND DOES NOT HOLD SEPARATE POLICIES BUT AS A RELATED ORGANIZATION FOLLOWS THE POLICIES OF THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY. PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 231570227 PROFESSIONAL MEMBERSHIP ORGANIZATION OF DOCTORS PA 501(C)(6) N/A 0 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 371732501 PROVIDES PROGRAMS AND SERVICES FOR INDIVIDUAL PHYSICIANS PA 501(C)(3) LINE 10 PARENT 0 PENNSYLVANIA MEDICAL ACTION COMMITTEE 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 331113251 SOLICITS MONEY IN ORDER TO MAKE CONTRIBUTIONS TO POLITICAL CANDIDATES PA 527 N/A 0 PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 231511600 ADVANCING THE CULTURE OF PHILANTHROPY PA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0