2023-11-10T15:49:45-06:00 2023-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-07-01 043466040 MDS FOUNDATION INC MDSF 5084809797 TWO WILLOW STREET 200 SOUTHBOROUGH MA 01745 KEVIN MONTEIRO CLERK 5084496053 2023-11-09 1 KEVIN MONTEIRO XXX-XX-XXXX 1 CHARLES J WEBB CPA P01584539 5083669100 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN MONTEIRO TWO WILLOW STREET 200 SOUTHBOROUGH MA 01745 478607 0 X WWW.MASSDENTAL.ORG X 1999 MA THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. 16 15 0 15 0 0 73653 63041 0 0 73702 81472 0 0 147355 144513 85574 110025 0 0 0 0 0 0 0 20327 13132 105901 123157 41454 21356 2003785 2040174 3542 1614 2000243 2038560 THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. 0 0 110025 110025 INCREASE ACCESS TO ORAL HEALTH CARE. 110025 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 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 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 MA X MDS CO KEVIN MONTEIRO 5084809797 TWO WILLOW STREET SUITE 200 SOUTHBOROUGH MA 01745 KEVIN MONTEIRO CAE EXECUTIVE DIRECTOR, CLERK 35.00 X X 0 292201 22603 SHANNON MCCARTHY MANAGING DIRECTOR OF SALES 35.00 X 0 122033 21016 ELLEN FACTOR MANAGING DIRECTOR OF PRACTICE AND MEMBERSHIP 35.00 X 0 128059 10924 SUSAN GRIFFIN MANAGING DIRECTOR OF ACCOUNTING AND FINANCE 35.00 X 0 125335 13460 DOROTHY POWERS DIRECTOR CONTINUING EDUCATION AND PROGRAMMING 35.00 X 0 103447 17902 ROBERT LEWANDO DDS CHAIR 4.00 X X 0 0 0 JENNIFER KORZEB DMD TREASURER 4.00 5.00 X X 0 0 0 MARY JANE HANLON DMD IMMEDIATE PAST PRESIDENT 4.00 5.00 X X 0 0 0 RICHARD LOGUERCIO DDS MEMBER 4.00 X 0 0 0 JANIS MORIARTY DMD MEMBER 4.00 X 0 0 0 TOFIGH RAAYAI DMD MEMBER 4.00 X 0 0 0 GERALDINE GARCIA-ROGERS DMD MS MEMBER 4.00 X 0 0 0 JANICE GEEAH CHO DMD MEMBER 4.00 X 0 0 0 KATIE-ROSE WAGNER DDS MEMBER 4.00 X 0 0 0 MARTIN WOHL DDS MEMBER 4.00 X 0 0 0 EDWARD SWIDERSKI DDS MEMBER 4.00 X 0 0 0 ALBERT SANDLER DMD MEMBER 4.00 X 0 0 0 PAUL GAMACHE DMD MEMBER 4.00 X 0 0 0 MARY DEMELLO DMD MEMBER 4.00 X 0 0 0 CHARLES GREFFRATH DMD MEMBER 4.00 X 0 0 0 0 771075 85905 0 0 1 0 0 63041 9413 63041 81172 81172 334394 334094 300 300 300 144513 0 0 81472 110025 110025 1000 1000 3815 3815 81 81 15 15 1163 1163 EVENT 4052 4052 BANK FEES 1545 1545 COVID 19 RECOVERY FUND 969 969 AWARD RECOGNITION 333 333 159 159 123157 110025 13132 0 256807 649490 15000 9658 567 1539 1284256 1378793 447155 694 2003785 2040174 3542 1614 3542 1614 X 1815361 1853678 184882 184882 2000243 2038560 2003785 2040174 21356 16961 0 X X 0 1 X 1 0 X 73561 216703 90575 73753 63041 517633 73561 216703 90575 73753 63041 517633 52756 464877 74058 44876 34010 34221 81172 268337 785970 0.59150 X PART IV, SECTION E, LINE 2A: MASSACHUSETTS DENTAL SOCIETY IS THE NATIONAL FLAGSHIP DENTAL SOCIETY FOR SERVICE INNOVATION AND MEMBER VALUE. THE MISSION OF THE SOCIETY IS TO HELP ALL MEMBERS SUCCEED. THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. ITS CURRENT FOCUS IS TO PROVIDE FUNDING TO INCREASE ACCESS TO DENTAL CARE. PART IV, SECTION E, LINE 2B: THE MASSACHUSETTS DENTAL SOCIETY WOULD HAVE DIRECTED ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS BUT FOR MDS FOUNDATION'S INVOLVEMENT. PART IV, SECTION D, LINE 3: SOME OF THE FOUNDATION'S BOARD MEMBERS SERVED ON THE BOARD OF THE SUPPORTED ORGANIZATION. THE MANAGEMENT OF THE SUPPORTED ORGANIZATION OVERSEES THE INVESTMENTS OF THE FOUNDATION AND DIRECTS THE INVESTMENT DECISIONS OF THE ENDOWMENT. THESE SHARED BOARD MEMBERS AND MANAGEMENT ALSO ARE PART OF THE DECISION MAKING GROUP THAT DECIDES WHEN AND IF SOME ASSETS OF THE FOUNDATIONS SHOULD BE DIRECTED TO THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1243859 84584 1328443 1376006 -132147 1243859 1194376 181630 1376006 1363939 40437 210000 1194376 1282260 81679 1363939 1.00000 0 0 0 X PART X, LINE 2: MDSF ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MDSF HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2023. MDSF'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART V, LINE 4 BOARD DESIGNATED - FUNCTIONING AS ENDOWMENT NET ASSETS REPRESENT FUNDS SET ASIDE BY MDSF'S BOARD OF TRUSTEES IN FURTHERANCE OF SUSTAINABLE PROGRAMS TO IMPROVE ACCESS TO DENTAL CARE FOR NEEDY AND VULNERABLE POPULATIONS IN THE COMMONWEALTH OF MASSACHUSETTS. THESE FUNDS MAY ONLY BE USED IN ACCORDANCE WITH THE DISTRIBUTION POLICY ADOPTED BY MDSF'S BOARD OF TRUSTEES. 1 HOLYOKE HEALTH CENTER 230 MAPLE STREET HOLYOKE MA 01040 042492730 501C3 12350 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. DENTAL LIFELINE NETWORK 1800 15TH STREET SUITE 100 DENVER CO 80202 846129064 501C3 12500 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. HARVARD ACTION FOR CHILDREN AND TEENS IN ORAL HEALTH NEED (ACTION) PROGRAM 1330 BOYLSTON STREET BOSTON MA 02215 463366950 501C3 10000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. VOLUNTEERS IN MEDICINE BERKSHIRES 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 900140004 501C3 25000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. FLORIDA DENTAL ASSOCIATION 545 JOHN KNOX ROAD SUITE 200 TALLAHASSEE FL 32309 590615479 501C6 35000 0 DISASTER RELIEF DONATION AFTER HURRICANE. 4 1 SCHEDULE I, PART I, LINE 2 THESE GRANTS WERE TO PROVIDE INCREASED ACCESS TO DENTAL CARE. THE ORGANIZATIONS SUBMIT A REPORT BACK TO MASSACHUSETTS DENTAL SOCIETY FOUNDATION ON HOW THE GRANT MONIES WERE SPENT. 0 0 0 0 0 0 0 0 0 KEVIN MONTEIRO CAE EXECUTIVE DIRECTOR, CLERK 0 246386 0 45815 0 0 0 19641 0 2962 0 314804 0 0 PART I, LINE 3 ALL COMPENSATION IS PAID BY RELATED ORGANIZATION MASSACHUSETTS DENTAL SOCIETY (MDS). MDS' EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE MDS BOARD OF TRUSTEES. ALL OTHER OFFICERS AND KEY EMPLOYEES' SALARIES OF MDS ARE DETERMINED BY THEIR EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TRUSTEES BEFORE FILING. THE EXECUTIVE DIRECTOR OF A RELATED ENTITY (MASSACHUSETTS DENTAL SOCIETY) REVIEWS THE RETURN PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY AND ANY CONFLICTS OF INTEREST ARE ANNOUNCED AT THE BEGINNING OF EACH MEETING. FORM 990, PART VI, SECTION C, LINE 19 HARD COPIES AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. MASSACHUSETTS DENTAL SOCIETY TWO WILLOW STREET SOUTHBOROUGH MA 01745 041590155 PROMOTE & ADVANCE THE ART & SCIENCE OF DENTISTRY & INTEREST OF MEMBER DENTIS MA 501(C)(6) N/A 0 MDS INSURANCE SERVICES TWO WILLOW STREET SUITE 200 SOUTHBOROUGH MA 01745 043432374 INSURANCE AGENT MA MASSACHUSETTS DENTAL SOCIETY C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0