2026-04-15T16:01:39-05:00 2025-05-31 990 2024-06-01 223199624 MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION MASS 7814347044 860 WINTER STREET WALTHAM MA 024511411 THEODORE A CALIANOS II CHAIR 7814347044 2026-04-15 1 2024 2025-03-06 01:10:19Z THEODORE A CALIANOS II 860 WINTER STREET WALTHAM MA 024511411 1617895 0 X WWW.MMSFOUNDATION.ORG X 1992 MA SEE FORM 990, PART III, LINE 1 11 9 0 9 0 0 140490 1401076 0 0 145302 216819 0 0 285792 1617895 194050 368328 0 0 0 0 0 0 0 8649 31138 202699 399466 83093 1218429 3073730 4452653 17000 153009 3056730 4299644 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. 1 0 257408 257408 1365650 FISCAL SPONSORSHIPSTHE FOUNDATION ACTS AS FISCAL SPONSOR FOR THE MASSACHUSETTS MEDICAL SOCIETY (MMS) UNDER PRE-APPROVED GRANT RELATIONSHIPS. MMS IS THE FOUNDATION'S 501(C)(6) SUPPORTED ORGANIZATION (SEE SCHEDULE A). UNDER THESE AGREEMENTS, THE FOUNDATION RECEIVES AND ADMINISTERS RESTRICTED GRANT FUNDS FROM GRANTORS FOR CHARITABLE AND EDUCATIONAL PROJECTS. THE ORGANIZATION MONITORS PROJECT BUDGETS, ENSURES GRANT COMPLIANCE, AND DISBURSES FUNDS TO THE SUPPORTED ORGANIZATION FOR ELIGIBLE EXPENSES.IN FY25, 2 FISCAL SPONSORSHIP GRANTS WERE RECEIVED. THE GRANTS ARE INTENDED TO CREATE, CURATE, AND/OR ENHANCE NEJM ONLINE FOR THE PURPOSE OF PREVENTING DISEASE AND IMPROVING PUBLIC HEALTH. FISCAL SPONSORSHIP REVENUES IN THE CURRENT YEAR REFLECT GRANT FUNDS RECEIVED FOR MULTI-YEAR PROJECTS. BECAUSE MANY OF THE RELATED SPONSORED ACTIVITIES AND REIMBURSEMENTS WILL OCCUR IN SUBSEQUENT YEARS, CURRENT-YEAR EXPENSES ARE LOWER THAN REVENUES. 96420 96420 GRANTS TO ORGANIZATIONSEIGHT NONPROFITS WERE AWARDED $96,420 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. 14500 14500 GRANTS TO MEDICAL STUDENTS AND RESIDENT PHYSICIANSELEVEN MEDICAL STUDENTS FROM MASSACHUSETTS MEDICAL SCHOOLS, AND SIX RESIDENT PHYSICIANS FROM MASSACHUSETTS FACILITIES, RECEIVED GRANTS TO HELP OFFSET TRAVEL AND LODGING EXPENSES FOR STUDY IN ANOTHER COUNTRY AS THEY TRAIN TO BECOME CULTURALLY COMPENTENT PHYSICIANS WHO ARE PREPARED TO SERVE BOTH LOCAL AND INTERNATIONAL COMMUNITIES WITH HUMILITY AND RESPECT. 368328 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 X 11 9 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 DIRECTOR 1.50 0.30 X 0 2083 12500 BERI O SONGNA MD DIRECTOR 1.50 X 0 0 0 LOIS DEHLS CORNELL MMS EXECUTIVE VICE PRESIDENT 1.50 X 0 686768 67204 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 0 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 THEODORE CALIANOS II MD CHAIR 2.00 0.30 X X 0 0 0 0 688851 79704 0 0 1 0 0 1401076 1401076 138427 138427 78392 0 78392 78392 78392 1617895 0 0 216819 353828 353828 14500 14500 26100 26100 4913 4913 125 125 399466 368328 31138 0 X 27788 699637 56286 532825 1713565 1730030 1329613 1433875 2764 0 3073730 4452653 17000 153009 17000 153009 X 2981007 3121483 75723 1178161 3056730 4299644 3073730 4452653 1218429 24485 0 X 0 1 X 1 0 X X 1 MASSACHUSETTS MEDICAL SOCIETY 042050773 6 1 257408 0 1 257408 0 1 0 1 1 1 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 FOUNDATION HAS A FISCAL SPONSORSHIP AGREEMENT IN PLACE FOR EACH GRANT RECEIVED ON BEHALF OF MMS. THE AGREEMENT STATES THE FOLLOWING: THE PROJECT FURTHERS THE CHARITABLE PURPOSES OF THE FOUNDATION. THE FOUNDATION SHALL RETAIN FULL DISCRETION AND CONTROL OVER THE USE OF SUCH FUNDS TO ACCOMPLISH THE CHARITABLE PURPOSES OF THE PROJECT. THE FOUNDATION'S EXECUTIVE DIRECTOR WILL MONITOR THE EXPENDITURE OF THE FOUNDATION FUNDS BY THE PROJECT TO ENSURE ADHERENCE TO THE APPROVED BUDGET AND APPLICABLE REPORTING REQUIREMENTS. THE RELEASE OF FUNDS WILL BE APPROVED ONLY WHEN PREVIOUS ADVANCES HAVE BEEN PROPERLY ACCOUNTED FOR. 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 1329613 75723 110835 4912 1433875 1219340 162007 51734 1329613 1209137 14530 4327 1219340 1308579 -91754 7688 1209137 1012897 302913 7231 1308579 0.95000 0.04000 0.01000 0 1 1 0 BENEFICIAL INTEREST IN MMS INVESTMENT POOL 1433875 F 1433875 1777303 24485 139835 164320 1612983 4912 4912 1617895 534388 139835 139835 394553 4912 4912 399465 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) 4,912. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES (OFFSET INVEST. INCOME ON AUDITED FS) 4,912. PART V, LINE 1B THE $75,723 REPORTED ON PART V, LINE 1B, COLUMN (A) REPRESENTS AN PREVIOUSLY EXISTING ENDOWMENT FUND THAT WAS INADVERTENTLY EXCLUDED FROM THE ENDOWMENT BALANCES IN COLUMNS (B) THROUGH (D). 1 CHANGE (ST ANNE'S FREE MEDICAL PROGRAM) 5 RAWSON PL SHREWSBURY MA 01545 222905331 501(C)(3) 20000 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED GRATIS HEALTHCARE 10 PEARL STREET FRAMINGHAM MA 02038 863883420 501(C)(3) 15000 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED ADDICTION REFERRAL CENTER 33 MAIN STREET MARLBOROUGH MA 01752 521334719 501(C)(3) 15000 0 ADDICTION SERVICES WORCESTER FREE CARE COLLABORATIVE INC (EPWORTH FREE MEDICAL PROGRAM) 90 MAIN STREET WORCESTER MA 01608 920979304 501(C)(3) 15000 0 QUALITY HEALTH CARE SERVICES FOR UNINSURED AND UNDERINSURED ADDICTION SOLUTIONS OF NANTUCKET 57 PROSPECT STREET UNIT 1 NANTUCKET MA 02554 812120185 501(C)(3) 10000 0 ADDICTION SERVICES WORCESTER RISE FOR HEALTH 18 CHESTNUT STREET SUITE 230 WORCESTER MA 01608 931505125 501(C)(3) 10000 0 ADDRESSING SOCIAL DETERMINANTS OF HEALTH BOSTON UNIVERSITY OUTREACH VAN PROJECT (TRUSTEES OF BOSTON UNIVERSITY) 330 S CAMPUS AVE OXFORD OH 45056 042103547 501(C)(3) 10000 0 QUALITY HEALTHCARE AND BASIC NECESSITIES TO UNDERSERVED COMMUNITIES MARTIN LUTHER KING JR FAMILY SERVICES 3 RUTLAND STREET PO BOX 91026 SPRINGFIELD MA 01109 042647035 501(C)(3) 1420 0 NUTRITION EDUCATION AND RESOURCES FOR THE FOOD JUSTICE FAIR 8 INTERNATIONAL HEALTH STUDIES GRANT 17 14500 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. 0 0 0 0 0 0 0 0 0 LOIS DEHLS CORNELL MMS EXECUTIVE VICE PRESIDENT 0 574594 0 84101 0 28073 0 34500 0 32704 0 753972 0 0 FORM 990, PART III, LINE 2 DURING THE YEAR ENDED MAY 31, 2025, THE FOUNDATION BEGAN SERVING AS A FISCAL SPONSOR FOR MASSACHUSETTS MEDICAL SOCIETY (MMS), ITS SUPPORTED 501(C)(6) ORGANIZATION, UNDER PRE-APPROVED GRANT RELATIONSHIPS. THROUGH THIS PROGRAM, THE FOUNDATION RECEIVES AND ADMINISTERS GRANT FUNDS FROM THIRD-PARTY GRANTORS AND DISBURSES THEM FOR MISSION-RELATED PROJECTS CONDUCTED BY MMS. THIS ACTIVITY IS CONSISTENT WITH THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES AND REPRESENTS A NEW PROGRAM SERVICE DISTINCT FROM PRIOR GRANTMAKING ACTIVITIES. 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. SUBSEQUENT EVENT - MERGER ACTIVITY EFFECTIVE JUNE 1, 2025, IMMEDIATELY FOLLOWING THE CLOSE OF THE FISCAL YEAR, THE MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND ("C&E FUND"), A 501(C)(3) UNINCORPORATED ASSOCIATION, MERGED INTO THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION ("MACF"), ALSO A 501(C)(3) UNINCORPORATED ASSOCIATION. PRIOR TO THE MERGER, C&E FUND AND MACF WERE RELATED ORGANIZATIONS UNDER COMMON CONTROL OF THE MASSACHUSETTS MEDICAL SOCIETY. AS A RESULT OF THE MERGER, ALL ASSETS AND LIABILITIES OF C&E FUND WERE TRANSFERRED TO AND ASSUMED BY MACF, AND C&E FUND CEASED TO EXIST AS A SEPARATE LEGAL ENTITY. THE C&E FUND'S FORM 990 REPORTS ZERO ASSETS AND ZERO LIABILITIES AS OF MAY 31, 2025 TO REFLECT THE CESSATION OF THE ENTITY. HOWEVER, BECAUSE THE MERGER BECAME LEGALLY EFFECTIVE ON JUNE 1, 2025, THE ASSETS AND LIABILITIES OF C&E FUND ARE NOT REFLECTED IN MACF'S FORM 990 AS OF MAY 31, 2025. 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 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 THE MASSACHUSETTS MEDICAL SOCIETY B 257408 COST THE MASSACHUSETTS MEDICAL SOCIETY M 139835 COST ALLOCATION