2025-04-14T07:05:50-05:00 2024-05-31 990 2023-06-01 223199624 MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION MASS 7814347044 860 WINTER STREET WALTHAM MA 024511411 THEODORE A CALIANOS II CHAIR 7814347044 2025-04-14 1 2023 2025-03-06 01:10:19Z THEODORE A CALIANOS II 860 WINTER STREET WALTHAM MA 024511411 819462 0 X WWW.MMSFOUNDATION.ORG X 1992 MA SEE FORM 990, PART III, LINE 1 11 11 0 11 0 0 219504 140490 0 0 118572 145302 1060 0 339136 285792 160200 194050 0 0 0 0 0 0 0 106097 8649 266297 202699 72839 83093 2837978 3073730 92675 17000 2745303 3056730 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 179350 179350 GRANTS TO ORGANIZATIONSSIXTEEN NONPROFITS WERE AWARDED $183,500 TO IMPROVE ACCESS TO HEALTHCARE; TO ADDRESS SOCIAL DETERMINANTS OF HEALTH; TO PROVIDE QUALITY HEALTH CARE SERVICES FOR THE UNINSURED AND UNDERINSURED; AND TO SUPPORT BEHAVIORAL HEALTH PROGRAMS. IN ADDITION, THE FOUNDATION RECOVERED $4150 OF UNSPENT FUNDS FROM A PRIOR YEAR GRANTEE, BRINGING THE TOTAL GRANT EXPENSE FOR THE FISCAL YEAR TO $179,350. 14700 14700 GRANTS TO MEDICAL STUDENTS AND RESIDENT PHYSICIANSSIX MEDICAL STUDENTS FROM MASSACHUSETTS MEDICAL SCHOOLS, AND FOUR 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.IN ADDITION, 2 GRANTEES WHO WERE AWARDED GRANTS IN PRIOR YEARS HAD THEIR GRANTS PAID AND EXPENSED DURING THIS FISCAL YEAR. 194050 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 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 LEE PERRIN MD CHAIR 1.50 0.30 X X 0 0 0 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 71875 0 0 96875 0 0 0 0 0 0 100000 40490 140490 109628 109628 569344 533670 35674 35674 35674 285792 0 0 145302 179350 179350 14700 14700 6000 6000 2430 2430 MISC 219 219 202699 194050 8649 0 116564 27788 1502074 1713565 1219340 1329613 0 2764 2837978 3073730 20910 17000 71765 0 92675 17000 X 2672161 2981007 73142 75723 2745303 3056730 2837978 3073730 83093 228334 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 DID NOT PROVIDE FINANCIAL SUPPORT TO THE MASSACHUSETTS MEDICAL SOCIETY DURING THE YEAR ENDED 5/31/24. 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 1219340 162007 51734 1329613 1209137 14530 4327 1219340 1308579 -91754 7688 1209137 1012897 302913 7231 1308579 959015 59987 6103 1012897 1.00000 0 1 1 0 BENEFICIAL INTEREST IN MMS INVESTMENT POOL 1329613 F 1329613 639592 228334 127896 356230 283362 2430 2430 285792 328165 127896 127896 200269 2430 2430 202699 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 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES (OFFSET INVEST. INCOME ON AUDITED FS) 2,430. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES (OFFSET INVEST. INCOME ON AUDITED FS) 2,430. 1 CHANGE (ST ANNE'S FREE MEDICAL PROGRAM) 5 RAWSON PL SHREWSBURY MA 01545 222905331 501(C)(3) 23500 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED VOLUNTEERS IN MEDICINE- BERKSHIRES 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 900140004 501(C)(3) 19500 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED GRATIS HEALTHCARE 10 PEARL STREET FRAMINGHAM MA 02038 863883420 501(C)(3) 16500 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED LAWRENCE GENERAL HOSPITAL ONE GENERAL STREET LAWRENCE MA 01842 042103586 501(C)(3) 15000 0 IMPROVED ACCESS TO HEALTH CARE METROWEST FREE MEDICAL PROGRAM 246 MAPLE STREET MARLBOROUGH MA 01776 043822273 501(C)(3) 13000 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED FATHER BILLS & MAINSPRING INC 430 BELMONT STREET BROCKTON MA 02301 222538039 501(C)(3) 10000 0 IMPROVED ACCESS TO HEALTH CARE BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 10000 0 BEHAVIORAL HEALTH YMCA OF METRO NORTH 2 CENTENNIAL DR SUITE 4A PEABODY MA 01960 042105883 501(C)(3) 10000 0 BEHAVIORAL HEALTH WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 222514148 501(C)(3) 10000 0 BEHAVIORAL HEALTH DOC WAYNE YOUTH SERVICES INC 1304 COMMONWEALTH AVE ALLSTON MA 02134 274216064 501(C)(3) 10000 0 BEHAVIORAL HEALTH UMMH HEALTH ALLIANCE-CLINTON HOSPITAL 60 HOSPITAL ROAD LEOMINSTER MA 01453 042103555 501(C)(3) 10000 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED CENTER TO SUPPORT IMMIGRANT ORGANIZING (TSNE) 89 SOUTH STREET 203 BOSTON MA 02111 042261109 501(C)(3) 8500 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH SURVIVAL CENTERS INC 138 SUNDERLAND ROAD NORTH AMHERST MA 01059 042698462 501(C)(3) 7500 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH JEWISH FAMILY SERVICE OF METROWEST 475 FRANKLIN STREET SUITE 101 FRAMINGHAM MA 01702 042730898 501(C)(3) 7500 0 IMPROVED ACCESS TO HEALTH CARE COMMUNITY HEALTH PROGRAMS INC 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 02130 042582119 501(C)(3) 7500 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH CATHOLIC CHARITIES WORCESTER COUNTY 10 HAMMOND STREET WORCESTER MA 01610 042103979 501(C)(3) 5000 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH RECOVERY OF PY UNSPENT GRANT FUNDS -4150 0 RECOVERY OF PY UNSPENT FUNDS 16 0 INTERNATIONAL HEALTH STUDIES GRANT 12 14700 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. 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 127896 COST ALLOCATION