Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 11-01-2011 , and ending 10-31-2012
G
Check all that apply:
Name of foundation
MEDICAL SOCIETY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)4438 OAKBRIDGE DR - SUITE B   Room/suite
City or town, state, and ZIP code
FLINT, MI485325400
A Employer identification number

38-2872664
B Telephone number (see page 10 of the instructions)

(810) 733-6260
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$197,192J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,941
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 5,644 5,644 5,644
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -4,589
b Gross sales price for all assets on line 6a 77,508
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 16,996 5,644 5,644
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 45     45
b Accounting fees (attach schedule)....... Click to see attachment 2,082 1,249   833
c Other professional fees (attach schedule).... Click to see attachment 4,223 4,223    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 401 401    
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,280    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27,938     27,938
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,969 5,873   28,816
25 Contributions, gifts, grants paid........ 11,000 11,000
26 Total expenses and disbursements. Add lines 24 and 25 46,969 5,873   39,816
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,973
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 5,644
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 5,672 5,550 5,548
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 215,837 Click to see attachment191,644 191,644
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet33,634
Less: accumulated depreciation (attach schedule) bullet25,958 8,956 Click to see attachment7,676  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 230,465 204,870 197,192
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 230,465 204,870
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 230,465 204,870
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 230,465 204,870
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 230,465
2 Enter amount from Part I, line 27a..................... 2 -29,973
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,378
4 Add lines 1, 2, and 3.......................... 4 204,870
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 204,870
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 13,525 227,990 0.059323
2009 27,404 220,754 0.124138
2008 78,316 215,526 0.363371
2007 53,272 392,375 0.135768
2006 60,557 426,133 0.142108
2 Total of line 1, column (d) ...................... 2 0.824708
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.164942
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 204,722
5 Multiply line 4 by line 3....................... 5 33,767
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 33,767
8 Enter qualifying distributions from Part XII, line 4.............. 8 39,816
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletGCMS.ORG
    14
    The books are in care ofbulletPETER LEVINE Telephone no.bullet (810) 733-6260
    Located atbullet4438 OAK BRIDGE DRIVE STE BFLINTMI ZIP+4bullet48532
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PETER LEVINEClick to see attachment EXEC DIRECT
    3.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    ALLEN TURCKE MDClick to see attachment PRESIDENT
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    ROBERT SODERSTROMClick to see attachment BOARD MEM
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    EDWIN GULLEKSONClick to see attachment BOARD MEM
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    JAGDISH SHAHClick to see attachment BOARD MEM
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    SHAFI AHMED MDClick to see attachment BOARD MEM
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    SAMASANDRAPALYA KIRANClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    WALTER GRIFFINClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    CHERYL THOMSClick to see attachment MEMBER
    1.00     		0 0 0
    4438 OAK BRIDGE DR STE B
    FLINT,MI48532
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    200,303
    b
    Average of monthly cash balances.......................
    1b
    7,537
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    207,840
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    207,840
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    3,118
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    204,722
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,236
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    10,236
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,236
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    10,236
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    10,236
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    39,816
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    39,816
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    39,816
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 10,236
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 39,816
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 10,236
    e Remaining amount distributed out of corpus 29,580
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 29,580
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		29,580
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011.... 29,580
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    GREATER FLINT HEALTH COLA
    519 S SAGINAW ST STE 306
    FLINT,MI48502     		NONE 501 C (3) GENERAL OPERATIONS 1,000
    EMERGENCY MEDICAL CENTRE PC
    2284 S BALLENGER HWY
    STE 2
    FLINT,MI48503     		NONE 501 C INDIGENT CARE 10,000
    Total .................................bullet 3a 11,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 5,644  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -4,589  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,055  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,055
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    MEDICAL SOCIETY FOUNDATION
     
    Employer identification number

    38-2872664
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    MEDICAL SOCIETY FOUNDATION
          		Employer identification number

    38-2872664
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ALLEN TURCKE MD    
    730 E RIVER RD
       
    FLUSHING, MI   48433

    		$10,500




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    MEDICAL SOCIETY FOUNDATION
          		Employer identification number

    38-2872664
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    MEDICAL SOCIETY FOUNDATION
          		Employer identification number

    38-2872664
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,082 1,249   833

    TY 2011 CompensationExplanation
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Person Name Explanation
    PETER LEVINE  
    ALLEN TURCKE MD  
    ROBERT SODERSTROM  
    EDWIN GULLEKSON  
    JAGDISH SHAH  
    SHAFI AHMED MD  
    SAMASANDRAPALYA KIRAN  
    WALTER GRIFFIN  
    CHERYL THOMS  

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    TY 2011 DepreciationSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 1999-04-01 6,129 6,129 S/L 7.0000        
    CREDENZA 2000-01-04 312 312 S/L 7.0000        
    FURNITURE 2001-02-12 1,619 1,619 S/L 7.0000        
    FURNITURE 2005-06-21 3,151 2,850 S/L 7.0000 301      
    CONFERENCE ROOM REMODEL 2005-09-01 14,698 6,043 S/L 15.0000 979      
    COMPUTER 2004-11-19 1,225 1,225 S/L 5.0000        
    COPIER 2004-07-01 6,500 6,500 S/L 7.0000        

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    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    AMGEN INC 2009-05 PURCHASE 2011-11   695 603     92  
    AMGEN INC 2009-05 PURCHASE 2011-11   289 283     6  
    PHILIP MORRIS INTERNATIONAL 2009-05 PURCHASE 2011-11   1,516 842     674  
    AMGEN INC 2011-03 PURCHASE 2011-12   900 800     100  
    AMGEN INC 2011-03 PURCHASE 2011-12   1,200 1,059     141  
    AMGEN INC 2011-03 PURCHASE 2011-12   300 264     36  
    AMGEN INC 2010-05 PURCHASE 2011-12   1,440 1,356     84  
    AMGEN INC 2010-05 PURCHASE 2011-12   600 529     71  
    MOTOROLA SOLUTIONS INC COM NEW 2009-02 PURCHASE 2011-12   235 79     156  
    MOTOROLA SOLUTIONS INC COM NEW 2009-05 PURCHASE 2011-12   607 313     294  
    HOME RETAIL GROUP PLC 2011-03 PURCHASE 2012-01   324 649     -325  
    HESS CORPORATION 2007-08 PURCHASE 2012-01   290 289     1  
    HESS CORPORATION 2007-04 PURCHASE 2012-01   678 681     -3  
    HESS CORPORATION 2007-08 PURCHASE 2012-01   283 289     -6  
    VIACOM INC CL B 2009-05 PURCHASE 2012-01   596 291     305  
    TNT EXPRESS NV ADR 2011-09 PURCHASE 2012-02   2,536 1,602     934  
    TNT EXPRESS NV ADR 2011-09 PURCHASE 2012-02   1,277 830     447  
    TNT EXPRESS NV ADR 2011-09 PURCHASE 2012-02   929 623     306  
    TNT EXPRESS NV ADR 2011-09 PURCHASE 2012-02   174 116     58  
    KOREA ELEC PWR CORP 2009-05 PURCHASE 2012-02   793 807     -14  
    MOTOROLA SOLUTIONS INC COM NEW 2009-05 PURCHASE 2012-02   235 120     115  
    MOTOROLA SOLUTIONS INC COM NEW 2009-05 PURCHASE 2012-02   140 72     68  
    SOCIETE GENERALE 2009-05 PURCHASE 2012-02   364 652     -288  
    SOCIETE GENERALE 2010-05 PURCHASE 2012-02   562 778     -216  
    SOCIETE GENERALE 2010-05 PURCHASE 2012-02   246 327     -81  
    TOYOTA MTR CORP 2010-09 PURCHASE 2012-02   658 559     99  
    UNION PACIFIC CORP 2009-05 PURCHASE 2012-02   1,743 728     1,015  
    VIACOM INC 2009-05 PURCHASE 2012-02   239 112     127  
    VIACOM INC 2009-05 PURCHASE 2012-02   338 157     181  
    LINCOLN NATL CORP IND 2011-02 PURCHASE 2012-03   271 297     -26  
    LINCOLN NATL CORP IND 2011-02 PURCHASE 2012-03   541 593     -52  
    LINCOLN NATL CORP IND 2011-02 PURCHASE 2012-03   269 297     -28  
    MOTOROLA SOLUTIONS INC 2009-05 PURCHASE 2012-03   252 120     132  
    MOTOROLA SOLUTIONS INC 2009-05 PURCHASE 2012-03   403 193     210  
    MOTOROLA SOLUTIONS INC 2011-08 PURCHASE 2012-04   152 121     31  
    GENWORTH FINANCIAL INC CL A 2008-01 PURCHASE 2012-04   141 547     -406  
    GENWORTH FINANCIAL INC CL A 2006-06 PURCHASE 2012-04   283 1,516     -1,233  
    GENWORTH FINANCIAL INC CL A 2006-12 PURCHASE 2012-04   31 169     -138  
    GENWORTH FINANCIAL INC CL A 2008-09 PURCHASE 2012-04   68 178     -110  
    GENWORTH FINANCIAL INC CL A 2008-09 PURCHASE 2012-04   169 454     -285  
    GENWORTH FINANCIAL INC CL A 2010-10 PURCHASE 2012-04   393 724     -331  
    GENWORTH FINANCIAL INC CL A 2010-11 PURCHASE 2012-04   12 23     -11  
    GENWORTH FINANCIAL INC CL A 2010-11 PURCHASE 2012-04   61 113     -52  
    GENWORTH FINANCIAL INC CL A 2010-11 PURCHASE 2012-04   90 169     -79  
    GENWORTH FINANCIAL INC CL A 2010-11 PURCHASE 2012-04   88 169     -81  
    GENWORTH FINANCIAL INC CL A 2010-11 PURCHASE 2012-04   89 169     -80  
    GENWORTH FINANCIAL INC CL A 2010-11 PURCHASE 2012-04   131 248     -117  
    MOTOROLA SOLUTIONS INC 2009-05 PURCHASE 2012-04   272 128     144  
    MOTOROLA SOLUTIONS INC 2010-02 PURCHASE 2012-04   494 248     246  
    MOTOROLA SOLUTIONS INC 2010-02 PURCHASE 2012-04   254 128     126  
    PERUSAHAAN PERSEROAN TELEKOMUNIKIASI 2011-02 PURCHASE 2012-04   517 502     15  
    PERUSAHAAN PERSEROAN TELEKOMUNIKIASI 2011-02 PURCHASE 2012-04   753 736     17  
    PERUSAHAAN PERSEROAN TELEKOMUNIKIASI 2011-02 PURCHASE 2012-04   205 204     1  
    RAYTEHON COMPANY 2009-05 PURCHASE 2012-04   530 447     83  
    RAYTEHON COMPANY 2009-05 PURCHASE 2012-04   265 223     42  
    RAYTEHON COMPANY 2009-05 PURCHASE 2012-04   325 268     57  
    SEKISUI HOUSE 2006-06 PURCHASE 2012-04   749 1,092     -343  
    SEKISUI HOUSE 2007-09 PURCHASE 2012-04   213 277     -64  
    PITNEY BOWES 2009-05 PURCHASE 2012-05   259 342     -83  
    CA INC 2009-03 PURCHASE 2012-06   452 276     176  
    CA INC 2009-05 PURCHASE 2012-06   1,198 783     415  
    PFIZER INCORPORATED 2009-05 PURCHASE 2012-06   2,274 1,722     552  
    LOEWS CORPORATION 2009-03 PURCHASE 2012-07   41 23     18  
    LOEWS CORPORATION 2009-05 PURCHASE 2012-07   164 104     60  
    LOEWS CORPORATION 2009-05 PURCHASE 2012-07   208 131     77  
    MERCK & CO INC NEW 2009-05 PURCHASE 2012-07   1,117 687     430  
    MERCK & CO 2010-05 PURCHASE 2012-07   258 204     54  
    PERUSAHAAN PERSEROAN TELEKOMUNIKIASI 2011-02 PURCHASE 2012-07   529 510     19  
    PERUSAHAAN PERSEROAN TELEKOMUNIKIASI 2011-02 PURCHASE 2012-07   512 510     2  
    PFIZER INCORPORATED 2010-03 PURCHASE 2012-07   142 103     39  
    PFIZER INCORPORATED 2010-04 PURCHASE 2012-07   1,607 1,156     451  
    PITNEY BOWES 2009-05 PURCHASE 2012-07   131 228     -97  
    PITNEY BOWES 2009-05 PURCHASE 2012-07   119 205     -86  
    AGEAS SPONSORED ADR 2012-08 PURCHASE 2012-08   11       11  
    PITNEY BOWES 2012-01 PURCHASE 2012-08   292 428     -136  
    PITNEY BOWES 2012-01 PURCHASE 2012-08   528 739     -211  
    AON PLC CLASS A 2007-08 PURCHASE 2012-08   309 294     15  
    CARREFOUR SA SPONS ADR 2009-10 PURCHASE 2012-08   1,061 2,276     -1,215  
    CARREFOUR SA SPONS ADR 2009-10 PURCHASE 2012-08   322 702     -380  
    PITNEY BOWES 2009-05 PURCHASE 2012-08   239 411     -172  
    SANOFI ADR 2008-04 PURCHASE 2012-08   331 307     24  
    SANOFI ADR 2008-04 PURCHASE 2012-08   331 305     26  
    VIACOM INC CL B 2009-05 PURCHASE 2012-08   926 403     523  
    VODAFONE GROUP PLC SPONS 2006-08 PURCHASE 2012-08   357 263     94  
    VODAFONE GROUP PLC SPONS 2008-07 PURCHASE 2012-08   208 181     27  
    VODAFONE GROUP PLC SPONS 2008-09 PURCHASE 2012-08   417 303     114  
    WELLS FARGO COMPANY 2006-06 PURCHASE 2012-08   406 412     -6  
    AGEAS SPONSORED ADR 2012-04 PURCHASE 2012-09   970 775     195  
    AMERICAN INTL GROUP 2012-05 PURCHASE 2012-09   624 561     63  
    ING GROEP 2012-05 PURCHASE 2012-09   718 619     99  
    BEST BUY CO INC 2012-04 PURCHASE 2012-09   361 432     -71  
    BEST BUY CO INC 2012-04 PURCHASE 2012-09   271 325     -54  
    BEST BUY CO INC 2012-04 PURCHASE 2012-09   271 330     -59  
    BEST BUY CO INC 2012-04 PURCHASE 2012-09   181 221     -40  
    BEST BUY CO INC 2012-05 PURCHASE 2012-09   668 806     -138  
    BEST BUY CO INC 2012-07 PURCHASE 2012-09   144 154     -10  
    MOSAIC COMPANY 2012-02 PURCHASE 2012-09   530 495     35  
    PACCAR INC 2011-09 PURCHASE 2012-09   353 312     41  
    POLYUS GOLD INTL 2011-11 PURCHASE 2012-09   250 251     -1  
    UBS AG REG 2012-08 PURCHASE 2012-09   434 544     -110  
    AON PLC 2009-09 PURCHASE 2012-09   361 344     17  
    ASTRAZENECA PLC 2010-02 PURCHASE 2012-09   606 569     37  
    ASTRAZENECA PLC 2010-02 PURCHASE 2012-09   936 876     60  
    ASTRAZENECA PLC 2010-02 PURCHASE 2012-09   2,556 2,408     148  
    ASTRAZENECA PLC 2010-02 PURCHASE 2012-09   187 175     12  
    BARRICK GOLD 2009-05 PURCHASE 2012-09   914 883     31  
    CVS CAREMARK 2009-11 PURCHASE 2012-09   457 288     169  
    CAMECO CORP 2011-03 PURCHASE 2012-09   815 1,193     -378  
    CARREFOUR SA 2009-10 PURCHASE 2012-09   223 501     -278  
    CARREFOUR SA 2009-10 PURCHASE 2012-09   61 132     -71  
    CISCO SYSTEMS INC 2011-05 PURCHASE 2012-09   552 491     61  
    CA INC 2009-05 PURCHASE 2012-09   1,651 1,096     555  
    EAST JAPAN RAILWAY CO 2011-03 PURCHASE 2012-09   216 233     -17  
    FINMECCANICA SPA 2010-08 PURCHASE 2012-09   826 2,108     -1,282  
    FINMECCANICA SPA 2010-11 PURCHASE 2012-09   213 562     -349  
    GAZPROM OAO 2010-10 PURCHASE 2012-09   438 493     -55  
    GOLDMAN SACHS 2010-08 PURCHASE 2012-09   548 723     -175  
    HALLIBURTON COMPANY 2008-11 PURCHASE 2012-09   227 123     104  
    HARTFORD FINL SVCS 2006-06 PURCHASE 2012-09   346 1,681     -1,335  
    HARTFORD FINL SVCS 2007-07 PURCHASE 2012-09   182 963     -781  
    HARTFORD FINL SVCS 2008-09 PURCHASE 2012-09   36 127     -91  
    HOME RETAIL GROUP 2011-03 PURCHASE 2012-09   263 547     -284  
    HOME RETAIL GROUP 2011-06 PURCHASE 2012-09   471 911     -440  
    INGERSOLL RAND 2006-12 PURCHASE 2012-09   227 187     40  
    KINROSS GOLD CORP 2010-02 PURCHASE 2012-09   649 1,269     -620  
    LOEWS CORPORATION 2009-05 PURCHASE 2012-09   206 131     75  
    LOEWS CORPORATION 2009-05 PURCHASE 2012-09   411 261     150  
    MS&AD INS GROUP HLDGS 2007-10 PURCHASE 2012-09   217 516     -299  
    MERCK & CO INC 2010-05 PURCHASE 2012-09   392 306     86  
    METLIFE INC 2008-10 PURCHASE 2012-09   273 227     46  
    METLIFE INC 2009-05 PURCHASE 2012-09   410 365     45  
    MICROSOFT CORP 2009-05 PURCHASE 2012-09   791 530     261  
    JPMORGAN CHASE 2006-06 PURCHASE 2012-09   372 426     -54  
    NOBLE ENERGY 2009-05 PURCHASE 2012-09   345 223     122  
    NOKIA CORP 1990-07 PURCHASE 2012-09   473 2,217     -1,744  
    NOKIA CORP 2009-11 PURCHASE 2012-09   238 1,186     -948  
    NOKIA CORP 2010-04 PURCHASE 2012-09   140 610     -470  
    NOKIA CORP 2011-02 PURCHASE 2012-09   230 773     -543  
    NOKIA CORP 2011-03 PURCHASE 2012-09   132 379     -247  
    NOKIA CORP 2011-05 PURCHASE 2012-09   266 668     -402  
    OCCIDENTAL PETE CORP 2010-03 PURCHASE 2012-09   578 571     7  
    NEWCREST MINING 2006-07 PURCHASE 2012-09   25 17     8  
    NEWCREST MINING 2006-07 PURCHASE 2012-09   355 221     134  
    NEWCREST MINING 2008-08 PURCHASE 2012-09   406 338     68  
    NEWCREST MINING 2008-08 PURCHASE 2012-09   60 42     18  
    NEWCREST MINING 2008-09 PURCHASE 2012-09   271 170     101  
    NEWCREST MINING 2009-12 PURCHASE 2012-09   90 92     -2  
    PFIZER INCORPORATED 2010-04 PURCHASE 2012-09   191 136     55  
    PFIZER INCORPORATED 2010-04 PURCHASE 2012-09   167 118     49  
    PHILIP MORRIS INTL 2009-05 PURCHASE 2012-09   357 168     189  
    RAYTHEON COMPANY 2009-05 PURCHASE 2012-09   456 357     99  
    SANOFI ADR 2008-09 PURCHASE 2012-09   288 244     44  
    SANOFI ADR 2009-05 PURCHASE 2012-09   123 94     29  
    SEKISUI HOUSE 2007-09 PURCHASE 2012-09   37 48     -11  
    SEKISUI HOUSE 2008-09 PURCHASE 2012-09   335 320     15  
    SEKISUI HOUSE 2009-05 PURCHASE 2012-09   47 50     -3  
    SEVEN & I HOLDINGS 2009-05 PURCHASE 2012-09   363 304     59  
    SHIESEIDO CO LTD 2009-05 PURCHASE 2012-09   192 246     -54  
    SWISSCOM AG 2006-06 PURCHASE 2012-09   804 658     146  
    TIME WARNER INC 2010-10 PURCHASE 2012-09   425 315     110  
    TIME WARNER INC 2010-10 PURCHASE 2012-09   510 379     131  
    TOYOTA MTR CORP 2010-09 PURCHASE 2012-09   393 350     43  
    UNION PACIFIC 2009-05 PURCHASE 2012-09   480 194     286  
    UNUM GROUP 2010-05 PURCHASE 2012-09   350 405     -55  
    VIACOM INCL CL B 2009-05 PURCHASE 2012-09   297 134     163  
    WELLS FARGO COMPANY 2006-06 PURCHASE 2012-09   440 446     -6  
    WELLS FARGO COMPANY 2006-06 PURCHASE 2012-09   640 618     22  
    CA INC 2009-05 PURCHASE 2012-10   640 435     205  
    KINROSS GOLD CORP 2010-02 PURCHASE 2012-10   353 574     -221  
    KINROSS GOLD CORP 2010-08 PURCHASE 2012-10   246 356     -110  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED SECURITIES 191,644 191,644

    TY 2011 LandEtcSchedule2
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & FIXTURES 33,634 25,958 7,676  
    LEASEHOLD IMPROVEMENTS        


    TY 2011 LegalFeesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 45      


    TY 2011 OtherExpensesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SUBCONTRACT EXPENSES 26,400     26,400
    COMMUNICATIONS 1,538     1,538


    TY 2011 OtherIncreasesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Description Amount
    UNREALIZED GAIN/LOSS 4,378


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 4,223 4,223    


    TY 2011 TaxesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 401 401