2024-11-12T11:30:11-08:00 2023-12-31 431121359 Evers & Company CPAs LLC 520 Dix Road Jefferson City MO 65109 990PF 2023-01-01 436033780 MISSOURI STATE MEDICAL FOUNDATION MISS 5736365151 PO BOX 1028 JEFFERSON CITY MO 65101 JEFF HOWELL Executive VP 2024-11-12 true true WENDY M RENNER CPA P00733357 5736350227 2023 2024-10-15 13:58:12Z X 7498716 X 9107 X 381 381 381 135563 108524 135563 252385 774783 252385 26669 26669 424105 361290 162613 6976 91219 54975 6244 24000 4198 4198 9 10293 9360 112695 59173 6244 33360 300000 300000 412695 59173 6244 333360 11410 302117 156369 356338 162714 162714 120352 120352 392831 75875 407506 316956 316956 1202 1198 1284548 1433448 1433448 4487233 5225651 5225651 182464 191137 191137 14393 14543 14543 11783 11783 41627 32717 32717 6774109 7498720 7498716 161198 158247 161198 158247 X 6612911 7340473 6612911 7340473 6774109 7498720 6612911 11410 716152 7340473 7340473 PUBLICLY TRADED SECURITIES - LT P 2022-01-01 2023-12-31 708547 454823 253724 253724 PUBLICLY TRADED SECURITIES - ST P 2023-01-01 2023-12-30 66236 67575 -1339 -1339 252385 -1339 4199 4199 4199 5400 5400 X 3 1198 1198 false false false false false false false true true MO true false false false false true www.msma.org/msm-foundation.html JEFF HOWELL 5736365151 PO BOX 1028 JEFFERSON CITY MO 65101 false false false false false false false false false false false false false false false false false false false false false false DEB SNYDER 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 RAMONA BEHSHAD MD 113 Madison Street JEFFERSON CITY MO 65102 President 1.00 0 ALBERT HSU MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 STEPHEN HALPIN MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 NICKOLE FORGET MD 113 Madison Street JEFFERSON CITY MO 65102 Treasurer 1.00 0 SARAH FLORIO MD 113 Madison Street JEFFERSON CITY MO 65102 Secretary 1.00 0 BEN NORTHRUP MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 KATHY PERRYMAN MD 113 Madison Street JEFFERSON CITY MO 65102 Vice President 1.00 0 KEVIN WEIKART MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 JENNY PAGE MD 113 Madison Street JEFFERSON CITY MO 65102 Trustee 1.00 0 JEFF HOWELL PO BOX 1028 JEFFERSON CITY MO 65102 Executive VP 2.00 0 NONE NONE SCHOLARSHIPS: THE FOUNDATION GIVES SCHOLARSHIPS TO SIX MEDICAL SCHOOLS IN MISSOURI. THE PURPOSE IS TO ASSIST MISSOURI MEDICAL SCHOOL STUDENTS WITH FINANCIAL AID. 333360 6314901 221799 280852 6817552 0 6817552 102263 6715289 335764 335764 4199 4199 331565 331565 331565 333360 333360 331565 39211 40812 2713 34206 116942 333360 0 331565 1795 118737 0 118737 39211 40812 2713 34206 1795 X JEFF HOWELL PO BOX 1028 JEFFERSON CITY MO 65101 5736365151 THERE IS NO APPLICATION THAT IS SENT TO MSMF. MSMF GIVES THE SCHOLARSHIP FUNDS DIRECTLY TO THE INSTITUTIONS AND THOSE INSTITUTIONS CHOOSE WHICH STUDENTS RECEIVE THE SCHOLARSHIPS. N/A N/A UMKC SCHOOL OF MEDICINE 2411 HOLMES ST KANSAS CITY MO 64108 NC Scholarship 50000 ST LOUIS UNIVERSITY SCHOOL OF MEDIC 1402 S GRAND BLVD ST LOUIS MO 63104 NC SCHOLARSHIP 50000 UNIVERSITY OF MISSOURI SCHOOL OF ME 1 HOSPITAL DRIVE COLUMBIA MO 65212 NC SCHOLARSHIP 50000 WASHINGTON UNIVERSITY SCHOOL OF MED 660 E EUCLID AVENUE ST LOUIS MO 63110 NC SCHOLARSHIP 50000 KCU SCHOOL OF MEDICINE 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 NC SCHOLARSHIP 50000 AT STILL UNIVERSITY OF HEALTH SCIEN 800 W JEFFERSON STREET KIRKSVILLE MO 63501 NC SCHOLARSHIP 50000 300000 STUDENT LOAN INTEREST 25871 14 381 14 135563 14 18 252385 MISCELLANEOUS INCOME 1 798 414998 414998 1a MEDICAL SCHOOL STUDENT LOANS: THE FOUNDATION HAS OUTSTANDING LOANS WITH APPROXIMATELY 50 PHYSICIANS. THE PURPOSE IS TO ALLEVIATE SOME OF THE MEDICAL SCHOOL DEBT BURDEN BY PROVIDING LOWER COST LOANS TO MISSOURI MEDICAL SCHOOL STUDENTS. THE FOUNDATION DID NOT ORIGINATE ANY NEW LOANS DURING THE TAX YEAR. false false false false false true false true false 1b(4) 60000 MISSOURI STATE MED ASSOC REIMBURSEMENT PAID TO MSMA 1b(6) 41974 MISSOURI STATE MED ASSOC SHARING OF PAID EMPLOYEES true MISSOURI STATE MED ASSOC 501(C)(6) COMMON MANAGEMENT TAX PREP AND AUDIT FEES 6976 0 0 0 VANGUARD S/T INVESTMENT GRADE FD-ADM 14872 14872 THE HOME DEPOT 47052 47052 HOTCHKIS & WILEY HIGH YIELD 57409 57409 ARTISAN HIGH INCOME INST 71804 71804 ISHARES CORE MSCI EAFE ETF 123464 123464 ISHARES RUSSELL 2000 GROWTH ETF 156881 156881 ISHARES RUSSELL 2000 VALUE ETF 193697 193697 JPMORGAN MID CAP VALUE-INST 98946 98946 DODGE & COX INTL STOCK FUND 252359 252359 TWEEDY BROWNE GLOBAL VALUE FUND 147940 147940 ALPHABET INC CL A 118876 118876 DANAHER CORP 105722 105722 MASTERCARD INC CL A 115158 115158 POST HOLDINGS INC 41388 41388 MARVELL TECHNOLOGY GROUP LTD 51867 51867 ISHARES RUSSELL 3000 ETF 35860 35860 APPLE INC 137659 137659 ISHARES CORE MSCI EAFE ETF 18150 18150 AMER FNDS EUROPAC GROW-F3 29478 29478 WCM FOCUSED INTERNATIONAL 330792 330792 CHARLES SCHWAB US REIT 340823 340823 HARDING LOEVNER 47952 47952 INVESCO OPPENHEIMER STEE 69943 69943 MAINGATE MLP FD CL I 79302 79302 AMETEK INC 45345 45345 UNITED RENTALS 129020 129020 CHARLES SCHWAB US MC ETF 11524 11524 ISHARES RUSSELL 2000 ETF 6824 6824 VANGUARD DIVIDEND APPRECIATION ETF 351024 351024 ABBVIE INC 58114 58114 APPLIED MATERIALS 99835 99835 MICROSOFT CORP 193661 193661 MONSTER BEVERAGE 44072 44072 VANGUARD LARGE CAP ETF 4363 4363 VANGUARD REAL ESTATE 281515 281515 AMAZON.COM INC 185063 185063 COPART INC 78792 78792 D R HORTON CO 94988 94988 UNITEDHEALTH GRP INC 76338 76338 ISHARES CORE S&P 500 108422 108422 DELAWARE IVY MID CAP GRO 63944 63944 SCHWAB EMERGING MARKETS 52555 52555 BELLRING BRANDS INC 83034 83034 BOOZ ALLEN HAMILTON 73292 73292 CARLYLE GROUP INC 64127 64127 CDW CORP 101157 101157 CHARLES RIVER LABS 38060 38060 FORTINET INC 40561 40561 PIONEER NATURAL RES 52847 52847 HOTCHKIS & WILEY SM CP D 20695 20695 ALIGN TECHNOLOGY INC 43840 43840 BLACKSTONE INC 54332 54332 FAIR ISAAC INTL CORP 64021 64021 HOME DEPOT INC 29457 29457 NEXTERA ENERGY INC 30734 30734 VISA INC 82010 82010 WASTE CONNECTIONSINC F 65828 65828 1433448 1433448 CITIBANK NA FMV 14543 14543 Machinery and Equipment 11783 11783 ACCRUED INTEREST RECEIVABLE 41627 32717 32717 MARKETING 9360 9360 MISCELLANEOUS 895 penalty 38 MISCELLANEOUS INCOME 798 798 STUDENT LOAN INTEREST 25871 25871 FUNDS HELD FOR OTHERS 156361 158240 FEDERAL EXCISE TAX PAYABLE 4709 6 PENALTY 126 ROUNDING Rounding 2 1 ADMINISTRATION 60000 30000 0 24000 INVESTMENT MANAGEMENT 31219 24975 6244 0 EXCISE TAX 4198 4198