Skip to content
Nonprofiteer
← THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION.

Totals

Total revenue
$285,792
Total expenses
$202,699
Contributions and grants received
$140,490
Grants paid
$194,050
Program service revenue
$0
Investment income
$145,302
Other revenue
$0
Total assets, end of year
$3,073,730
Total liabilities, end of year
$17,000
Net assets or fund balances, end of year
$3,056,730
Program services expenses (Part IX)
$194,050
Management and general expenses
$8,649
Fundraising expenses
$0
Program service expenses (Part III)
$194,050

Program services were 95.7% 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.

  • 1d · Related organizations

    $100,000

  • 1f · All other contributions, gifts and grants

    $40,490

  • 3 · Investment income

    total $109,628 · excluded $109,628

  • 7a · Gross sales of assets other than inventory

    other assets $569,344

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

    other assets $533,670

  • 7c · Gain or loss

    other assets $35,674

  • 7d · Net gain or loss

    total $35,674 · excluded $35,674

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $179,350 · program services $179,350

  • 2 · Grants to domestic individuals

    total $14,700 · program services $14,700

  • 11c · Fees: accounting

    total $6,000 · management and general $6,000

  • 11f · Fees: investment management

    total $2,430 · management and general $2,430

  • 24a · Other expenses: MISC

    total $219 · management and general $219

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $116,564 · end of year $27,788

  • 11 · Investments: publicly traded securities

    beginning of year $1,502,074 · end of year $1,713,565

  • 12 · Investments: other securities

    beginning of year $1,219,340 · end of year $1,329,613

  • 15 · Other assets

    beginning of year $0 · end of year $2,764

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,910 · end of year $17,000

  • 25 · Other liabilities

    beginning of year $71,765 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,672,161 · end of year $2,981,007

  • 28 · Net assets with donor restrictions

    beginning of year $73,142 · end of year $75,723

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

SEE FORM 990, PART III, LINE 1

  • 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.

    Expenses $179,350 · Grants $179,350

  • 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.

    Expenses $14,700 · Grants $14,700

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LEE PERRIN MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 0.3 related

  • BERI O SONGNA MD

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • BONNIE DUNLAP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • LOUIS E FAZEN III MD MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • CAITLIN FARRELL DO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • SHAAN GANDHI MD MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • LYNDA KABBASH MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    1.5 + 0.3 related

  • CATHERINE LEW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • SAHDEV R PASSEY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 0.3 related

  • GAIL GORDON SANCHEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • HUGH TAYLOR MD

    DIRECTOR

    Total calculated
    $71,875
    From this org
    $0
    From related orgs
    $71,875
    Other
    $0
    Hours/week
    2 + 0.3 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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 April 2025
IRS schema version
2023v6.0
Source object
202511049349300206

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.