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Nonprofiteer
← PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST

Form 990 for tax year 2022

Filed by PENNSYLVANIA MEDICAL SOCIETY CHARITABLE TRUST.

Totals

Total revenue
$259,281
Total expenses
$17,256
Contributions and grants received
$5,196
Grants paid
$0
Program service revenue
$0
Investment income
$254,085
Other revenue
$0
Total assets, end of year
$5,361,678
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,361,678
Program services expenses (Part IX)
$0
Management and general expenses
$17,256
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $5,196

  • 3 · Investment income

    total $232,126 · related or exempt $232,126

  • 7a · Gross sales of assets other than inventory

    securities $21,959

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $21,959

  • 7d · Net gain or loss

    total $21,959 · related or exempt $21,959

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $17,241 · management and general $17,241

  • 24a · Other expenses: SERVICE CHARGES

    total $15 · management and general $15

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,190 · end of year $15,371

  • 4 · Accounts receivable

    beginning of year $21,121 · end of year $39,746

  • 11 · Investments: publicly traded securities

    beginning of year $6,261,615 · end of year $5,306,561

  • 27 · Net assets without donor restrictions

    beginning of year $4,524,207 · end of year $3,758,809

  • 28 · Net assets with donor restrictions

    beginning of year $1,768,719 · end of year $1,602,869

Mission and programs · 2022

Mission

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.

  • 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.

As filed on the 2022 return.

Listed in Part VII

  • Paul F Dende Do Facp

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Gwendolyn A Poles Do Facp

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Sherry L Blumenthal MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jeffrey M Farma MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Heather A Wilson Mswcfrecaefcpp

    SECRETARY

    Total calculated
    $265,777
    From this org
    $0
    From related orgs
    $208,731
    Other
    $57,046
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,731 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,600 related
    Nontaxable benefits
    $0 + $35,446 related
    Filer's total
    $0 + $265,777 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
8 September 2023
IRS schema version
2022v5.0
Source object
202332569349300218

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