2025-08-18T15:12:06-05:00 2024-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-01-01 231511600 PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST FKA FDN OF THE PA MEDICAL SOCIETY PENN 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 HEATHER A WILSON FCPP, BOARD SECRETARY 7175587810 2025-08-11 1 1 MARY-ANN F SCHALLER P00125034 2154414600 2024 2025-03-06 01:10:19Z HEATHER A WILSON MSW C 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 422746 0 X N/A X 1955 PA SEE SCHEDULE O 5 4 0 4 0 0 500 1000 0 0 213109 421746 0 0 213609 422746 162975 164738 0 0 0 0 0 0 0 16819 16815 179794 181553 33815 241193 5994445 6299842 0 0 5994445 6299842 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. 0 0 164738 164738 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. 164738 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X HEATHER A WILSON 7175587810 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 PAUL F DENDE DO FACP CHAIR 0.50 1.00 X X 0 0 0 WILLIAM R DEWAR III MD FACP TREASURER 0.50 1.00 X X 0 0 0 EMILY BEARY DO TRUSTEE 0.50 X 0 0 0 JASON WOLOSKI MD FAAFP FCPP TRUSTEE 0.50 X 0 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY 1.00 39.00 X X 0 223065 58529 0 223065 58529 0 0 1 0 0 1000 1000 212985 212985 208761 0 208761 208761 208761 422746 0 0 421746 164738 164738 16799 16799 SERVICE CHARGES 16 16 181553 164738 16815 0 15855 16839 35657 43124 5942933 6239879 5994445 6299842 0 0 X 4316313 4654114 1678132 1645728 5994445 6299842 5994445 6299842 241193 64204 0 X X 0 1 X 1 0 X X 1 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 371732501 10 1 164738 0 1 164738 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 5994445 1000 485951 181553 6299843 5361678 500 812061 179794 5994445 6292926 5196 -919187 17257 5361678 5841267 618111 166452 6292926 5490832 512746 162311 5841267 0.73877 0.25467 0.00656 0 0 0 X 486950 64204 64204 422746 0 422746 181553 0 181553 0 181553 PART V, LINE 4: PHP ENDOWMENT - FOR THE BENEFIT OF THE PHYSICIANS HEALTH PROGRAM WHICH ASSISTS PHYSICIANS AND OTHER ELIGIBLE LICENSED PROFESSIONALS AND TRAINEES WITH CONFIDENTIAL, RELIABLE PEER ASSISTANCE MONITORING SERVICES FOR INDIVIDUALS WHO MAY BE EXPERIENCING IMPAIRMENT RELATED TO ADDICTION, PHYSICAL OR MENTAL CHALLENGES, OR WORK-RELATED STRESS. 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, 2024, 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, 2020. 1 THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 371732501 501(C)(3) 164738 0 PHILANTHROPIC 1 PART I, LINE 2: THE TRUST'S BOARD APPROVES ALL GRANTS FOR APPROPRIATE CHARITABLE PURPOSES. GRANTS ARE MADE TO THE TRUST'S SISTER ORGANIZATION, THE FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY, WHOSE BOARD ALSO REVIEWS THAT THESE GRANTED FUNDS ARE USED TO PROMOTE THE FOUNDATION'S CHARITABLE PROGRAMS AND MISSION. 0 0 0 0 0 0 0 0 0 HEATHER A WILSON MSWCFRECAEFCPP SECRETARY 0 223065 0 0 0 0 0 23083 0 35446 0 281594 0 0 FORM 990, PART I, LINE 1 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. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS SUBMITTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND TRUSTEES ARE REQUIRED TO REVIEW AND APPROVE THE CONFLICT OF INTEREST POLICY ANNUALLY WHILE UPDATING IT FOR ANY KNOWN CHANGES AND ADDITIONAL POTENTIAL CONFLICTS OF INTEREST AS NECESSARY. ADDITIONALLY, IF ANY POTENTIAL CONFLICTS OF INTEREST ARISE DURING THE YEAR, STAFF AND TRUSTEES ARE REQUIRED TO NOTIFY THE BOARD OF TRUSTEES AND LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 PERIODIC RESEARCH AND COMPARISON OF COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER STAFF POSITIONS IS CONDUCTED OF SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. THE BOARD OF TRUSTEES APPROVES THE LEVEL OF COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS OTHER STAFFING COMPENSATION ANNUALLY. SUCH RESEARCH, REVIEW AND APPROVAL IS DOCUMENTED AND RETAINED. FORM 990, PART VI, SECTION C, LINE 19 THE TRUSTS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 231570227 PROFESSIONAL MEMBERSHIP ORGANIZATION OF DOCTORS PA 501(C)(6) N/A 0 MEDICAL LEGACY FUND 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 251672047 SERVES AS A VEHICLE FOR ACCEPTING DEFERRED DONATIONS. PA 501(C)(3) LINE 12A, I N/A 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0