2021-11-10T09:04:03-06:00 2021-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-07-01 043466040 MDS FOUNDATION INC MDSF 5084809797 TWO WILLOW STREET NO 200 SOUTHBOROUGH MA 01745 KEVIN MONTEIRO CLERK 5084496053 2021-11-02 1 KEVIN MONTEIRO XXX-XX-XXXX CHARLES J WEBB CPA P01584539 5083669100 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KEVIN MONTEIRO TWO WILLOW STREET NO 200 SOUTHBOROUGH MA 01745 3664526 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 16 0 16 0 0 3216703 90575 0 0 44876 61246 0 0 3261579 151821 96284 66773 0 0 0 0 0 0 0 528059 2843710 624343 2910483 2637236 -2758662 4800217 2163000 4662 2421 4795555 2160579 THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. 0 0 2900164 66773 INCREASE ACCESS TO ORAL HEALTH CARE. 2900164 1 1 0 0 0 0 0 0 0 1 0 0 0 1 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 16 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 ROBERT BOOSE FORMER EXECUTIVE DIRECTOR 35.00 X 0 645712 20501 KEVIN MONTEIRO CAE EXECUTIVE DIRECTOR, CLERK 35.00 X X 0 103140 12201 KATHLEEN M BOYCE CPA CFO/COO 4.00 35.00 X X 0 243141 5530 SHANNON MCCARTHY DIRECTOR OF SALES 35.00 X 0 125904 19503 ELLEN FACTOR DIRECTOR OF PRACTICE AND MEMBERSHIP 35.00 X 0 128265 1284 MARY JANE HANLON DMD PRESIDENT 4.00 5.00 X X 0 0 0 MEREDITH BAILEY DMD VICE PRESIDENT 4.00 X X 0 0 0 ROBERT LEWANDO DDS CHAIR 4.00 X X 0 0 0 PHILIP HOWELLS DDS TREASURER, MEMBER 4.00 5.00 X X 0 0 0 JANIS MORIARTY IMMEDIATE PAST PRESIDENT 4.00 5.00 X X 0 0 0 TOFIGH RAAYAI DMD TRUSTEE LIAISON 4.00 5.00 X 0 0 0 GERALDINE GARCIA-ROGERS MEMBER 4.00 X 0 0 0 JANICE GEEAH CHO 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 RICHARD LOGUERCIO DDS MEMBER 4.00 X 0 0 0 ABOL MASSIH TEHRANI DMD MEMBER 4.00 X 0 0 0 CHARLES A GAGNE DDS MEMBER 4.00 X 0 0 0 EDWARD SWIDERSKI DDS MEMBER 4.00 X 0 0 0 RALPH FUCCILLO MEMBER 4.00 X 0 0 0 0 1246162 59019 1 1 1 0 0 90575 90575 34010 34010 3539941 3512705 27236 27236 27236 151821 0 0 61246 66773 66773 1000 1000 3169 3169 396 396 1809 1809 7 7 2099 2099 COVID 19 RECOVERY FUND 2807640 2807640 EVENT 25751 25751 BANK FEES 1250 1250 MISCELLANEOUS 589 589 2910483 2900164 10319 0 1356664 248164 2007682 49430 482 812 1235139 1416505 200250 448089 4800217 2163000 4662 2421 4662 2421 X 2255053 1975697 2540502 184882 4795555 2160579 4800217 2163000 -2758662 123686 0 X X 0 1 X 1 0 X X 1 MASSACHUSETTS DENTAL SOCIETY 041590155 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 1 1 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 1194376 181630 1376006 1363939 40437 210000 1194376 1282260 81679 1363939 1248251 34009 1282260 1159427 88824 1248251 1.00000 0 0 0 DUE FROM AFFILIATE 448089 448089 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, 2021. 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 THE FORSYTH INSTITUTE 245 FIRST STREET CAMBRIDGE MA 02142 042104230 170(B)(1)(A)(V) 15000 TO INCREASE ACCESS TO DENTAL CARE. VIM BERKSHIRES 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 900140004 501(C)(3) 15000 TO INCREASE ACCESS TO DENTAL CARE. DENTAL LIFELINE NETWORK 1800 15TH ST STE 100 DENVER CO 80202 846129064 6250 TO INCREASE ACCESS TO DENTAL CARE. CAMBRIDGE HEALTH ALLIANCE 1035 CAMBRIDGE STREET SUITE 326 CAMBRIDGE MA 02141 15000 TO INCREASE ACCESS TO DENTAL CARE. TUFTS UNIVERSITY 62R TALBOT AVE MEDFORD MA 02155 042103634 170(B)(1)(A)(II) 15000 TO INCREASE ACCESS TO DENTAL CARE. 5 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 ROBERT BOOSE FORMER EXECUTIVE DIRECTOR 0 611247 0 34465 0 0 0 17962 0 2539 0 666213 0 0 KATHLEEN M BOYCE CPA CFO/COO 0 200018 0 43123 0 0 0 0 0 5530 0 248671 0 0 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 B, LINE 15 AN EXECUTIVE DIRECTOR IS NOT COMPENSATED BECAUSE OVERSIGHT AND FINANCIAL SUPPORT ARE PROVIDED BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 HARD COPIES AVALIABLE 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 MASSACHUSETTS DENTAL SOCIETY RELIEF FUND TWO WILLOW STREET SOUTHBOROUGH MA 01745 046139122 HELP DENTISTS IN NEED MA 501(C)(3) LINE 11A MASSACHUSETTS DENTAL SOCIETY 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