Nonprofit · EIN 22-3199624
THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION
Also known as EDUCATINAL FUND
Tax-exempt · WALTHAM, MA 02451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,617,895 | $399,466 | $1,218,429 | $4,452,653 | $153,009 | $4,299,644 |
| May 31, 2024 | 990 | $285,792 | $202,699 | $83,093 | $3,073,730 | $17,000 | $3,056,730 |
| May 31, 2023 | 990 | $339,136 | $266,297 | $72,839 | $2,837,978 | $92,675 | $2,745,303 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,401,076
- Program service revenue
- $0
- Investment income
- $216,819
- Net gain from sales of assets
- $78,392
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $368,328
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $26,100
- Program services (functional)
- $368,328
- Management and general (functional)
- $31,138
Balance sheet and other
- Total assets, start of year
- $3,073,730
- Total assets, end of year
- $4,452,653
- Total liabilities, end of year
- $153,009
- Net assets, end of year
- $4,299,644
- Publicly traded securities
- $1,730,030
- Net assets without donor restrictions
- $3,121,483
- Net assets with donor restrictions
- $1,178,161
- Gross receipts
- $1,617,895
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1992
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOIS DEHLS CORNELL | MMS EXECUTIVE VICE PRESIDENT Trustee or director | 1.5 | $0 | $686,768 | $67,204 |
| LEE PERRIN MD | DIRECTOR Trustee or director | 1.5 | $0 | $2,083 | $12,500 |
| BERI O SONGNA MD | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| LOUIS E FAZEN III MD MPH | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| CAITLIN FARRELL DO | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| SHAAN GANDHI MD MBA | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| LYNDA KABBASH MD | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| CATHERINE LEW | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| SAHDEV R PASSEY MD | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| GAIL GORDON SANCHEZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| THEODORE CALIANOS II MD | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| HUGH TAYLOR MD | DIRECTOR Trustee or director | 2 | $0 | $71,875 |
| LYNDA KABBASH MD | DIRECTOR Trustee or director | 1.5 | $0 | $25,000 |
| LEE PERRIN MD | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BERI O SONGNA MD | VICE-CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BONNIE DUNLAP | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| LOUIS E FAZEN III MD MPH | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CAITLIN FARRELL DO | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SHAAN GANDHI MD MBA | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CATHERINE LEW | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SAHDEV R PASSEY MD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| GAIL GORDON SANCHEZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HUGH TAYLOR MD | DIRECTOR Trustee or director | 2 | $0 | $29,167 | $0 |
| LYNDA KABBASH MD | DIRECTOR Trustee or director | 1.5 | $0 | $25,000 | $0 |
| LEE PERRIN MD | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 | $5,208 |
| BERI O SONGNA MD | VICE-CHAIR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| BONNIE DUNLAP | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| LOUIS E FAZEN III MD MPH | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| CAITLIN FARRELL DO | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| SHAAN GANDHI MD MBA | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| CATHERINE LEW | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| SAHDEV R PASSEY MD | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| GAIL GORDON SANCHEZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 860 WINTER ST, WALTHAM, MA 02451-1411
- In care of
- % MARY F CORCORAN
- Principal officer (990 for 2024)
- THEODORE A CALIANOS II, 860 WINTER STREET, WALTHAM, MA 024511411
- Signed the 990
- THEODORE A CALIANOS II, CHAIR
- Phone
- (781) 434-7044
- Website
- WWW.MMSFOUNDATION.ORG
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.
Program accomplishments
- 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.Expenses $257,408 · grants $257,408 · revenue $1,365,650
- 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.Expenses $96,420 · grants $96,420
- 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.Expenses $14,500 · grants $14,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3199624
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1993
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,452,653
- Income (IRS master file)
- $1,617,895
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,617,895 | $399,466 | $4,452,653 | XML |
| 990 | May 2024 | $285,792 | $202,699 | $3,073,730 | XML |
| 990 | May 2023 | $339,136 | $266,297 | $2,837,978 | XML |
| 990 | May 2022 | $516,898 | $191,718 | $2,775,700 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3199624).
Questions about THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION
- What is the EIN of THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION is 22-3199624.
- Is THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION?
- The 990 for the year ended May 31, 2025 names THEODORE A CALIANOS II.
- Who are the officers and directors of THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does THE MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,617,895, expenses of $399,466 and total assets of $4,452,653 at year end.
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