2025-04-14T09:48:18-05:00 2024-05-31 990 2023-06-01 046075905 MASSACHUSETTS MEDICAL SOCIETY CHARITABLE & EDUCATIONAL FUND MASS 7814347178 860 WINTER STREET WALTHAM MA 024511411 MICHELE P PUGNAIRE CHAIR 7814347178 2025-04-14 1 2023 2025-03-06 01:10:19Z MICHELE P PUGNAIRE 860 WINTER ST WALTHAM MA 024511411 153087 0 X N/A X 1955 MA ISSUANCE OF MEDICAL STUDENT LOANS TO THIRD AND FOURTH YEAR STUDENTS ENROLLED IN AN ACCREDITED MEDICAL SCHOOL IN THE COMMONWEALTH OF MASSACHUSETTS. 8 7 0 0 0 0 0 275 164259 151273 0 0 696 1539 164955 153087 0 0 0 0 0 0 0 0 0 190322 157734 190322 157734 -25367 -4647 9013560 8991241 5080394 5062722 3933166 3928519 ISSUANCE OF LOW INTEREST LOANS TO THIRD AND FOURTH YEAR MEDICAL STUDENTS ENROLLED IN AN ACCREDITED MEDICAL SCHOOL IN THE COMMONWEALTH OF MASSACHUSETTS. 0 0 131774 152812 IN FY24, THE C&E FUND ISSUED LOANS TO 65 QUALIFIED MEDICAL STUDENTS IN THE AMOUNT OF $ 970,000. 131774 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X RICHARD JENSSEN(MASSACHUSETTS MEDICAL SOCIETY) 7814347352 860 WINTER ST WALTHAM MA 024511411 MICHELE P PUGNAIRE MD CHAIR 0.02 X X 0 0 0 RONALD A ARKY MD DIRECTOR 0.02 X 0 0 0 ARCHITA GOYAL DIRECTOR 0.02 X 0 0 0 MARIE T WALSH CONDON MD DIRECTOR 0.02 X 0 0 0 LYNDA G KABBASH MD DIRECTOR 0.02 12.00 X 0 25000 0 JOSEPH D FEUERSTEIN MD DIRECTOR 0.02 X 0 0 0 THOMAS D SEQUIST MD MPH DIRECTOR 0.02 X 0 0 0 SPIRO SPANAKIS MD DIRECTOR 0.02 X 0 0 0 0 25000 0 0 0 0 0 0 275 275 INTEREST ON STUDENT LO 900099 151273 151273 151273 MISC REVENUE 900099 1539 1539 1539 153087 152812 0 0 18875 18875 108395 108395 CREDIT CARD PROCESSING 23379 23379 GENERAL & ADMINISTRATIV 7085 7085 157734 131774 25960 0 733708 108517 8279852 8882724 9013560 8991241 10100 5070294 5062722 5080394 5062722 X 3933166 3928519 3933166 3928519 9013560 8991241 -4647 0 X 0 0 0 X X 1 MASSACHUSETTS MEDICAL SOCIETY 042050773 10 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE ORGANIZATION RECEIVED A COPY OF THE MASSACHUSETTS 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 3C: THE MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND DOES NOT PROVIDE ANY FINANCIAL SUPPORT TO THE MASSACHUSETTS MEDICAL SOCIETY. THE FUND'S BOARD OF DIRECTORS HAVE SPECIFIC CONTROL OVER THE FUND. 0 NOTE PAYABLE TO MASSACHUSETTS MEDICAL SOCIETY 4509000 INTEREST ON NOTE PAYABLE 553722 5062722 FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 AND ALL RELATED SCHEDULES IS DISTRIBUTED TO THE MEMBERS OF THE GOVERNING BODY PRIOR TO A SCHEDULED BOARD MEETING, PRIOR TO THE FILING DUE DATE. AT THE BOARD MEETING, FINANCE STAFF FROM THE MASSACHUSETTS MEDICAL SOCIETY PRESENT TO THE GOVERNING BODY HIGHLIGHTING MAJOR KEY AREAS AND ADDRESSING DIRECTORS' QUESTIONS AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH MEMBER OF THE GOVERNING BODY IS REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED AS COMPLETED SO THAT ANY STATED CONFLICTS CAN BE ADDRESSED. MEMBERS OF THE GOVERNING BODY ARE SUBSEQUENTLY EXPECTED TO DISCLOSE ANY CONFLICT OF INTEREST THAT MAY ARISE AFTER SUBMISSION OF THE ANNUAL STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CHARITABLE AND EDUCATIONAL FUND DOES NOT COMPENSATE ITS OFFICERS. HOWEVER, OFFICERS MAY RECEIVE COMPENSATION AS PART OF AN HONORARIUM FROM A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE CHARITABLE AND EDUCATIONAL FUND DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FUND DOES NOT MAKE ITS FINANCIAL STATEMENTS OR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT AS DISCLOSED WITHIN ITS FORM 990. MASSACHUSETTS MEDICAL SOCIETY 860 WINTER STREET WALTHAM MA 02451 042050773 PROMOTE MA MEDICINE MA 501(C)(6) N/A 0 MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION 860 WINTER STREET WALTHAM MA 02451 223199624 GRANTMAKING 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 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 THE MASSACHUSETTS MEDICAL SOCIETY E 4509000 PROMISSORY NOTE (OUTSTANDING BAL)