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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 11-01-2012 , and ending 10-31-2013
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 instructions)

(810) 733-6260
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$205,394J 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 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) 4,493
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,576 3,576 3,576
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 24,705
b Gross sales price for all assets on line 6a 257,804
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........ 32,774 3,576 3,576
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 2,121 1,272   849
c Other professional fees (attach schedule).... Click to see attachment 1,641 1,641    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 350 350    
19 Depreciation (attach schedule) and depletion... Click to see attachment 980    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,500     5,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,637 3,263   6,394
25 Contributions, gifts, grants paid........ 2,386 2,386
26 Total expenses and disbursements. Add lines 24 and 25 13,023 3,263   8,780
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,751
b Net investment income (if negative, enter -0-) 313
c Adjusted net income (if negative, enter -0-)... 3,576
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 5,550 21,311 21,312
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)........ 191,644 Click to see attachment184,082 184,082
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) bullet26,938 7,676 Click to see attachment6,696  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 204,870 212,089 205,394
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.................... 204,870 212,089
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).................... 204,870 212,089
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 204,870 212,089
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)............... 1 204,870
2 Enter amount from Part I, line 27a..................... 2 19,751
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 224,621
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 12,532
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 212,089
Form 990-PF (2012)
Form 990-PF (2012)
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 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))
2011 39,816 204,722 0.194488
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
2 Total of line 1, column (d) ...................... 2 0.877088
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 0.175418
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 206,222
5 Multiply line 4 by line 3....................... 5 36,175
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3
7 Add lines 5 and 6......................... 7 36,178
8 Enter qualifying distributions from Part XII, line 4.............. 8 8,780
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 6
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 6
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
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 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 6
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 2013 estimated taxBullet   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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2012, 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
     
    No
    See 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 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
    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 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 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 (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    171,639
    b
    Average of monthly cash balances.......................
    1b
    37,723
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    209,362
    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
    209,362
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,140
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    206,222
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,311
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    10,311
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    6
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,305
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    10,305
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    10,305
    Part XII
    Qualifying Distributions (see 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
    8,780
    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
    8,780
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,780
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 10,305
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011....... 29,580
    fTotal of lines 3a through e......... 29,580
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 8,780
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 8,780
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012. 1,525 1,525
    (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 28,055
    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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		28,055
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011.... 28,055
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 (2012)
    Form 990-PF (2012)
    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
    PPI COMMUNICATIONS
    4438 OAK BRIDGE DRIVE
    FLINT,MI48532     		NONE   GENERAL 1,286
    WALLENBERG ENDOWMENT
    915 E WASHINGTON ST
    SUITE 1530
    ANN ARBOR,MI48109     		NONE   GENERAL 100
    Total .................................bullet 3a 2,386
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 3,576  
    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 24,705  
    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)..   28,281  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1328,281
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,121 1,272   849

    TY 2012 CompensationExplanation
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Person Name Explanation
    PETER LEVINE  
    ALLEN TURCKE MD  
    ROBERT SODERSTROM  
    EDWIN GULLEKSON  
    SHAFI AHMED MD  
    SAMASANDRAPALYA KIRAN  
    WALTER GRIFFIN  
    CHERYL THOMS  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 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 3,151 S/L 7.0000        
    CONFERENCE ROOM REMODEL 2005-09-01 14,698 7,022 S/L 15.0000 980      
    COMPUTER 2004-11-19 1,225 1,225 S/L 5.0000        
    COPIER 2004-07-01 6,500 6,500 S/L 7.0000        

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 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
    NOBLE ENERGY INC 2009-05 PURCHASE 2012-11   1,054 612     442  
    PFIZER INCORPORATED 2010-04 PURCHASE 2012-12   257 169     88  
    PFIZER INCORPORATED 2010-04 PURCHASE 2012-12   383 254     129  
    HOME RETAIL GROUP OLC 2011-06 PURCHASE 2012-12   199 284     -85  
    HOME RETAIL GROUP OLC 2011-09 PURCHASE 2012-12   381 348     33  
    KOREA ELEC PWR CORP 2009-05 PURCHASE 2012-12   785 669     116  
    KOREA ELEC PWR CORP 2009-08 PURCHASE 2012-12   1,814 1,735     79  
    POLYUS GOLD INTL 2011-10 PURCHASE 2012-12   950 922     28  
    POLYUS GOLD INTL 2011-10 PURCHASE 2013-01   686 715     -29  
    SK TELECOMMUNICATIONS 2008-02 PURCHASE 2013-01   255 340     -85  
    SK TELECOMMUNICATIONS 2008-02 PURCHASE 2013-01   204 273     -69  
    SK TELECOMMUNICATIONS 2008-04 PURCHASE 2013-01   289 373     -84  
    SK TELECOMMUNICATIONS 2008-06 PURCHASE 2013-01   204 263     -59  
    POLYUS GOLD INTL 2011-10 PURCHASE 2013-01   210 219     -9  
    MERCK & CO 2010-05 PURCHASE 2013-01   342 272     70  
    MERCK & CO 2011-08 PURCHASE 2013-01   1,452 1,114     338  
    MERCK & CO 2011-10 PURCHASE 2013-01   128 94     34  
    MERCK & CO 2011-10 PURCHASE 2013-01   1,722 1,259     463  
    HALLIBURTON COMPANY 2008-11 PURCHASE 2013-01   755 334     421  
    NOBLE ENERGY INC 2009-05 PURCHASE 2013-02   551 278     273  
    NOBLE ENERGY INC 2009-05 PURCHASE 2013-02   1,112 557     555  
    GOLD FIELDS LTD NEW 2008-02 PURCHASE 2013-02   282 473     -191  
    GOLD FIELDS LTD NEW 2008-09 PURCHASE 2013-02   265 269     -4  
    GOLD FIELDS LTD 2008-09 PURCHASE 2013-03   342 353     -11  
    GOLD FIELDS LTD 2010-02 PURCHASE 2013-03   619 854     -235  
    JPMORGAN CHASE & CO 2006-06 PURCHASE 2013-03   651 554     97  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2013-03   501 393     108  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2013-03   100 72     28  
    LINCOLN NATL CORP 2011-02 PURCHASE 2013-03   663 593     70  
    LINCOLN NATL CORP 2011-02 PURCHASE 2013-03   335 297     38  
    LINCOLN NATL CORP 2011-02 PURCHASE 2013-03   400 356     44  
    ALUMINA LTD 2010-05 PURCHASE 2013-03   1,261 1,520     -259  
    ALUMINA LTD 2011-09 PURCHASE 2013-03   160 198     -38  
    AON PLC 2009-05 PURCHASE 2013-03   554 442     112  
    CAMECO CORP 2011-03 PURCHASE 2013-03   696 1,036     -340  
    CARREFOUR SA SPONS 2009-10 PURCHASE 2013-03   570 924     -354  
    CARREFOUR SA SPONS 2011-10 PURCHASE 2013-03   901 743     158  
    CITIGROUP INC NEW 2009-12 PURCHASE 2013-03   1,117 804     313  
    CVS CAREMARK CORP 2009-11 PURCHASE 2013-03   724 374     350  
    DAI NIPPON PRINT UNSPON 2006-12 PURCHASE 2013-03   578 872     -294  
    GENERAL MOTORS CO 2010-11 PURCHASE 2013-03   815 975     -160  
    HARTFORD FINL SVCS GROUP 2000-09 PURCHASE 2013-03   234 573     -339  
    HARTFORD FINL SVCS GROUP 2009-12 PURCHASE 2013-03   416 373     43  
    HOME RETAIL GROUP PLC 2011-09 PURCHASE 2013-03   257 204     53  
    HOME RETAIL GROUP PLC 2012-01 PURCHASE 2013-03   114 62     52  
    INGERSOLL RAND PLC 2006-12 PURCHASE 2013-03   276 184     92  
    INGERSOLL RAND PLC 2009-05 PURCHASE 2013-03   221 80     141  
    METLIFE INC 2009-05 PURCHASE 2013-03   422 335     87  
    MS&AD INS GROUP HLDGS 2007-10 PURCHASE 2013-03   88 147     -59  
    MS&AD INS GROUP HLDGS 2007-11 PURCHASE 2013-03   396 664     -268  
    MS&AD INS GROUP HLDGS 2009-05 PURCHASE 2013-03   495 666     -171  
    NINTENDO LTD 2009-08 PURCHASE 2013-03   499 1,231     -732  
    NRG ENERGY INC 2008-05 PURCHASE 2013-03   103 169     -66  
    NRG ENERGY INC 2008-09 PURCHASE 2013-03   129 175     -46  
    NRG ENERGY INC 2009-05 PURCHASE 2013-03   155 121     34  
    PACCAR INC 2011-09 PURCHASE 2013-03   500 347     153  
    PFIZER INCORPORATED 2010-04 PURCHASE 2013-03   229 135     94  
    PFIZER INCORPORATED 2010-12 PURCHASE 2013-03   257 154     103  
    SANOFI ADR 2009-05 PURCHASE 2013-03   858 532     326  
    SEKISUI HOUSE 2009-05 PURCHASE 2013-03   993 727     266  
    SEKISUI HOUSE 2009-08 PURCHASE 2013-03   313 222     91  
    TIME WARNER INC 2010-10 PURCHASE 2013-03   171 95     76  
    TIME WARNER INC 2010-10 PURCHASE 2013-03   227 125     102  
    TOYOTA MTR CORP 2010-09 PURCHASE 2013-03   826 559     267  
    UNUM GROUP 2010-05 PURCHASE 2013-03   1,093 877     216  
    VIACOM INC 2009-05 PURCHASE 2013-03   674 246     428  
    EAST JAPAN RAILWAY CO 2011-03 PURCHASE 2013-04   345 280     65  
    NINTENDO LTD ADR 2009-08 PURCHASE 2013-04   286 632     -346  
    NINTENDO LTD ADR 2011-05 PURCHASE 2013-04   422 785     -363  
    MS&AD INS GROUP HLDGS 2009-05 PURCHASE 2013-04   416 474     -58  
    EAST JAPAN RAILWAY CO 2011-03 PURCHASE 2013-04   561 466     95  
    EAST JAPAN RAILWAY CO 2011-03 PURCHASE 2013-04   297 245     52  
    SK TELECOMMUNICATIONS 2008-06 PURCHASE 2013-05   43 44     -1  
    SK TELECOMMUNICATIONS 2008-09 PURCHASE 2013-05   494 463     31  
    SK TELECOMMUNICATIONS 2008-09 PURCHASE 2013-05   239 221     18  
    ANGLOGOLD ASHANTI 2008-07 PURCHASE 2013-05   292 417     -125  
    ANGLOGOLD ASHANTI 2008-09 PURCHASE 2013-05   258 358     -100  
    ANGLOGOLD ASHANTI 2008-09 PURCHASE 2013-05   1 1        
    ANGLOGOLD ASHANTI 2009-05 PURCHASE 2013-05   741 1,643     -902  
    NEWCREST MINING 2009-12 PURCHASE 2013-05   671 1,438     -767  
    NEWCREST MINING 2011-12 PURCHASE 2013-05   500 1,086     -586  
    NEWCREST MINING 2012-04 PURCHASE 2013-05   428 811     -383  
    AGEAS SPONSORED 2012-04 PURCHASE 2013-05   638 318     320  
    AGEAS SPONSORED 2012-05 PURCHASE 2013-05   2,319 1,128     1,191  
    AMERICAN INTL GROUP 2012-05 PURCHASE 2013-05   540 374     166  
    AMERICAN INTL GROUP 2012-05 PURCHASE 2013-05   1,349 949     400  
    AMERICAN INTL GROUP 2012-05 PURCHASE 2013-05   1,709 1,190     519  
    AON PLC 2009-12 PURCHASE 2013-05   1,055 785     270  
    AON PLC 2009-05 PURCHASE 2013-05   1,912 1,423     489  
    APACHE CORP COMMON 2007-04 PURCHASE 2013-05   170 149     21  
    APACHE CORP COMMON 2007-11 PURCHASE 2013-05   764 952     -188  
    APACHE CORP COMMON 2007-12 PURCHASE 2013-05   340 424     -84  
    APACHE CORP COMMON 2008-09 PURCHASE 2013-05   85 107     -22  
    APACHE CORP COMMON 2009-05 PURCHASE 2013-05   2,716 2,508     208  
    BARRICK GOLD CORP 2009-07 PURCHASE 2013-05   870 1,366     -496  
    BARRICK GOLD CORP 2011-01 PURCHASE 2013-05   297 662     -365  
    BARRICK GOLD CORP 2011-12 PURCHASE 2013-05   233 491     -258  
    CA INC 2009-05 PURCHASE 2013-05   3,598 2,261     1,337  
    CA INC 2010-05 PURCHASE 2013-05   1,079 795     284  
    CAMECO CORP. 2011-03 PURCHASE 2013-05   131 188     -57  
    CAMECO CORP. 2011-08 PURCHASE 2013-05   1,223 1,266     -43  
    CAMECO CORP. 2011-12 PURCHASE 2013-05   743 603     140  
    CARREFOUR SA SPONS 2011-10 PURCHASE 2013-05   1,319 1,003     316  
    CARREFOUR SA SPONS 2012-01 PURCHASE 2013-05   707 506     201  
    CARREFOUR SA SPONS 2012-04 PURCHASE 2013-05   760 555     205  
    CENTRAIS ELEC BRAZ 2010-03 PURCHASE 2013-05   458 2,502     -2,044  
    CISCO SYSTEMS INC 2011-05 PURCHASE 2013-05   1,913 1,320     593  
    CISCO SYSTEMS INC 2011-08 PURCHASE 2013-05   1,594 1,024     570  
    CISCO SYSTEMS INC 2012-02 PURCHASE 2013-05   662 537     125  
    CITIGROUP INC NEW 2009-12 PURCHASE 2013-05   2,236 1,355     881  
    CITIGROUP INC NEW 2010-05 PURCHASE 2013-05   630 498     132  
    CITIGROUP INC NEW 2011-05 PURCHASE 2013-05   425 335     90  
    CVS CAREMARKE CORP 2009-11 PURCHASE 2013-05   705 345     360  
    CVS CAREMARKE CORP 2009-11 PURCHASE 2013-05   1,116 542     574  
    CVS CAREMARKE CORP 2011-02 PURCHASE 2013-05   764 425     339  
    DAI NIPPON PRINT 2006-12 PURCHASE 2013-05   171 291     -120  
    DAI NIPPON PRINT 2006-12 PURCHASE 2013-05   427 744     -317  
    DAI NIPPON PRINT 2008-09 PURCHASE 2013-05   436 722     -286  
    DAI NIPPON PRINT 2009-05 PURCHASE 2013-05   1,411 2,096     -685  
    FINMECCANICA SPA 2010-11 PURCHASE 2013-05   292 627     -335  
    FINMECCANICA SPA 2011-08 PURCHASE 2013-05   478 606     -128  
    FINMECCANICA SPA 2011-08 PURCHASE 2013-05   347 444     -97  
    FUJIFILM HLDGS 2006-06 PURCHASE 2013-05   1,258 2,017     -759  
    FUJIFILM HLDGS 2008-09 PURCHASE 2013-05   189 247     -58  
    FUJIFILM HLDGS 2009-05 PURCHASE 2013-05   1,090 1,427     -337  
    GAZPROM O A O 2010-10 PURCHASE 2013-05   873 1,222     -349  
    GAZPROM O A O 2011-08 PURCHASE 2013-05   1,034 1,453     -419  
    GAZPROM O A O 2011-09 PURCHASE 2013-05   843 1,069     -226  
    GAZPROM O A O 2011-09 PURCHASE 2013-05   46 58     -12  
    GAZPROM O A O 2012-05 PURCHASE 2013-05   536 629     -93  
    GENERAL MOTORS CO 2010-11 PURCHASE 2013-05   208 202     6  
    GENERAL MOTORS CO 2010-11 PURCHASE 2013-05   555 546     9  
    GENERAL MOTORS CO 2011-02 PURCHASE 2013-05   624 626     -2  
    GENERAL MOTORS CO 2011-12 PURCHASE 2013-05   1,214 666     548  
    GOLDMAN SACHS GROUP 2010-08 PURCHASE 2013-05   330 289     41  
    GOLDMAN SACHS GROUP 2011-03 PURCHASE 2013-05   1,320 1,236     84  
    GOLDMAN SACHS GROUP 2011-05 PURCHASE 2013-05   495 410     85  
    GOLDMAN SACHS GROUP 2011-06 PURCHASE 2013-05   660 528     132  
    HALLIBURTON COMPANY 2008-11 PURCHASE 2013-05   127 53     74  
    HALLIBURTON COMPANY 2011-12 PURCHASE 2013-05   1,487 1,078     409  
    HARTFORD FINL SVCS GROUP 2009-12 PURCHASE 2013-05   1,376 1,026     350  
    HARTFORD FINL SVCS GROUP 2011-09 PURCHASE 2013-05   313 166     147  
    HARTFORD FINL SVCS GROUP 2011-09 PURCHASE 2013-05   156 87     69  
    HARTFORD FINL SVCS GROUP 2011-09 PURCHASE 2013-05   469 251     218  
    HARTFORD FINL SVCS GROUP 2011-09 PURCHASE 2013-05   344 176     168  
    HARTFORD FINL SVCS GROUP 2011-11 PURCHASE 2013-05   469 265     204  
    HARTFORD FINL SVCS GROUP 2011-11 PURCHASE 2013-05   469 261     208  
    HARTFORD FINL SVCS GROUP 2011-11 PURCHASE 2013-05   375 211     164  
    HOME RETAIL GROUP 2012-01 PURCHASE 2013-05   1,114 609     505  
    HOME RETAIL GROUP 2012-05 PURCHASE 2013-05   708 388     320  
    ING GROEP NV 2012-05 PURCHASE 2013-05   572 402     170  
    INGERSOLL-RAND 2009-05 PURCHASE 2013-05   2,336 801     1,535  
    JP MORGAN CHASE 2009-05 PURCHASE 2013-05   1,054 681     373  
    JP MORGAN CHASE 2010-05 PURCHASE 2013-05   1,387 1,050     337  
    KINROSS GOLD CORP 2010-08 PURCHASE 2013-05   106 263     -157  
    KINROSS GOLD CORP 2011-01 PURCHASE 2013-05   238 652     -414  
    KINROSS GOLD CORP 2011-10 PURCHASE 2013-05   219 499     -280  
    KINROSS GOLD CORP 2011-10 PURCHASE 2013-05   457 1,040     -583  
    KINROSS GOLD CORP 2012-01 PURCHASE 2013-05   688 1,156     -468  
    KINROSS GOLD CORP 2012-05 PURCHASE 2013-05   544 700     -156  
    LOEWS CORPORATION 2009-05 PURCHASE 2013-05   2,129 1,201     928  
    METLIFE INC 2009-05 PURCHASE 2013-05   2,297 1,551     746  
    METLIFE INC 2011-08 PURCHASE 2013-05   1,486 1,091     395  
    MICROSOFT CORP 2009-05 PURCHASE 2013-05   1,515 876     639  
    MICROSOFT CORP 2011-08 PURCHASE 2013-05   916 660     256  
    MICROSOFT CORP 2011-12 PURCHASE 2013-05   775 560     215  
    MOSAIC COMPANY 2012-02 PURCHASE 2013-05   676 605     71  
    MOSAIC COMPANY 2012-04 PURCHASE 2013-05   307 250     57  
    MOSAIC COMPANY 2012-04 PURCHASE 2013-05   430 350     80  
    MS&AD INS GROUP HLDGS 2009-08 PURCHASE 2013-05   950 1,047     -97  
    NEWMONT MINING CORP 2009-05 PURCHASE 2013-05   845 1,164     -319  
    NEWMONT MINING CORP 2011-08 PURCHASE 2013-05   169 294     -125  
    NEWMONT MINING CORP 2011-08 PURCHASE 2013-05   169 295     -126  
    NEWMONT MINING CORP 2011-12 PURCHASE 2013-05   777 1,403     -626  
    NINTENDO LTD 2011-08 PURCHASE 2013-05   387 614     -227  
    NIPPON TELEGRAPH & TELEPHONE 2007-06 PURCHASE 2013-05   696 627     69  
    NIPPON TELEGRAPH & TELEPHONE 2009-04 PURCHASE 2013-05   671 522     149  
    NIPPON TELEGRAPH & TELEPHONE 2009-05 PURCHASE 2013-05   2,734 2,343     391  
    NRG ENERGY 2009-05 PURCHASE 2013-05   1,118 866     252  
    OCCIDENTAL PETE CORP 2010-03 PURCHASE 2013-05   280 245     35  
    OCCIDENTAL PETE CORP 2010-03 PURCHASE 2013-05   467 420     47  
    OCCIDENTAL PETE CORP 2010-03 PURCHASE 2013-05   840 761     79  
    OCCIDENTAL PETE CORP 2010-03 PURCHASE 2013-05   467 421     46  
    PACCAR INC 2011-09 PURCHASE 2013-05   544 347     197  
    PACCAR INC 2011-09 PURCHASE 2013-05   272 170     102  
    PACCAR INC 2011-09 PURCHASE 2013-05   490 307     183  
    PACCAR INC 2011-12 PURCHASE 2013-05   707 462     245  
    PANASONIC CORP 2007-08 PURCHASE 2013-05   410 917     -507  
    PANASONIC CORP 2009-05 PURCHASE 2013-05   480 880     -400  
    PANASONIC CORP 2010-09 PURCHASE 2013-05   379 665     -286  
    PANASONIC CORP 2011-03 PURCHASE 2013-05   294 450     -156  
    PFIZER INC 2010-12 PURCHASE 2013-05   588 360     228  
    PFIZER INC 2010-12 PURCHASE 2013-05   1,819 1,127     692  
    PFIZER INC 2010-12 PURCHASE 2013-05   728 451     277  
    PHILIP MORRIS INTL 2009-05 PURCHASE 2013-05   1,479 674     805  
    RAYTEHON COMPANY 2009-05 PURCHASE 2013-05   272 179     93  
    RAYTEHON COMPANY 2011-08 PURCHASE 2013-05   680 408     272  
    RAYTEHON COMPANY 2011-08 PURCHASE 2013-05   1,225 741     484  
    SANOFI ADR 2009-05 PURCHASE 2013-05   3,505 2,035     1,470  
    SANOFI ADR 2009-07 PURCHASE 2013-05   431 242     189  
    SEKISUI HOUSE 2009-08 PURCHASE 2013-05   2,626 1,952     674  
    SEVEN & I HOLDINGS ADR 2009-05 PURCHASE 2013-05   827 608     219  
    SEVEN & I HOLDINGS ADR 2009-06 PURCHASE 2013-05   1,793 1,230     563  
    SHIESEIDO CO 2009-05 PURCHASE 2013-05   937 1,158     -221  
    SHIESEIDO CO 2011-05 PURCHASE 2013-05   682 798     -116  
    SK TELECOMMUNICATIONS 2008-09 PURCHASE 2013-05   327 322     5  
    SK TELECOMMUNICATIONS 2009-05 PURCHASE 2013-05   1,922 1,510     412  
    SWISSCOM AG 2006-06 PURCHASE 2013-05   682 526     156  
    SWISSCOM AG 2008-09 PURCHASE 2013-05   341 261     80  
    SWISSCOM AG 2009-05 PURCHASE 2013-05   1,407 974     433  
    TELCOM ITALIA 2007-03 PURCHASE 2013-05   173 685     -512  
    TELCOM ITALIA 2006-06 PURCHASE 2013-05   87 369     -282  
    TELCOM ITALIA 2008-09 PURCHASE 2013-05   309 621     -312  
    TELCOM ITALIA 2009-05 PURCHASE 2013-05   1,094 1,739     -645  
    TELCOM ITALIA 2012-04 PURCHASE 2013-05   550 789     -239  
    TIME WARNER INC NEW 2010-10 PURCHASE 2013-05   953 500     453  
    TIME WARNER INC NEW 2010-10 PURCHASE 2013-05   536 283     253  
    TIME WARNER INC NEW 2010-12 PURCHASE 2013-05   595 323     272  
    TIME WARNER INC NEW 2010-12 PURCHASE 2013-05   595 321     274  
    TOYOTA MTR CORP 2010-09 PURCHASE 2013-05   239 140     99  
    TOYOTA MTR CORP 2010-09 PURCHASE 2013-05   835 494     341  
    TOYOTA MTR CORP 2010-10 PURCHASE 2013-05   2,148 1,288     860  
    UBS AG-REG 2012-02 PURCHASE 2013-05   1,336 1,062     274  
    UNION PACIFIC CORP 2009-05 PURCHASE 2013-05   2,381 728     1,653  
    UNUM GROUP 2010-05 PURCHASE 2013-05   437 337     100  
    UNUM GROUP 2010-09 PURCHASE 2013-05   1,573 1,183     390  
    VIACOM INC 2009-05 PURCHASE 2013-05   3,018 1,008     2,010  
    VODAFONE GROUP 2008-09 PURCHASE 2013-05   175 130     45  
    VODAFONE GROUP 2009-05 PURCHASE 2013-05   2,336 1,504     832  
    WACOAL HOLDINGS CORP 2006-08 PURCHASE 2013-05   906 1,203     -297  
    WACOAL HOLDINGS CORP 2008-09 PURCHASE 2013-05   201 228     -27  
    WACOAL HOLDINGS CORP 2009-05 PURCHASE 2013-05   604 757     -153  
    WELLS FARGO COMPANY 2006-06 PURCHASE 2013-05   700 583     117  
    WELLS FARGO COMPANY 2008-09 PURCHASE 2013-05   453 338     115  
    WELLS FARGO COMPANY 2009-03 PURCHASE 2013-05   700 255     445  
    WELLS FARGO COMPANY 2009-05 PURCHASE 2013-05   906 555     351  
    WELLS FARGO COMPANY 2011-05 PURCHASE 2013-05   412 291     121  
    UBS AG-REG 2012-02 PURCHASE 2012-11   667 630     37  
    HEWLETT PACKARD COMPANY 2012-02 PURCHASE 2012-11   701 1,622     -921  
    HEWLETT PACKARD COMPANY 2012-03 PURCHASE 2012-11   237 509     -272  
    HEWLETT PACKARD COMPANY 2012-03 PURCHASE 2012-11   131 274     -143  
    HEWLETT PACKARD COMPANY 2012-03 PURCHASE 2012-11   356 706     -350  
    HEWLETT PACKARD COMPANY 2012-03 PURCHASE 2012-11   12 24     -12  
    HEWLETT PACKARD COMPANY 2012-08 PURCHASE 2012-11   262 378     -116  
    CENTRAIS ELEC BRAZ 2012-09 PURCHASE 2012-12   815 1,670     -855  
    CENTRAIS ELEC BRAZ 2012-09 PURCHASE 2012-12   68 139     -71  
    TYSON FOODS INC CL A 2012-10 PURCHASE 2013-02   359 248     111  
    KIRIN HOLDINGS CO LTD 2013-01 PURCHASE 2013-02   679 602     77  
    TYSON FOODS INC CL A 2012-10 PURCHASE 2013-02   351 248     103  
    TYSON FOODS INC CL A 2012-10 PURCHASE 2013-02   187 132     55  
    KIRIN HOLDINGS CO LTD 2013-01 PURCHASE 2013-02   490 421     69  
    SIBANYE GOLD LTD 2013-02 PURCHASE 2013-03   283       283  
    ORKLA ASA 2012-08 PURCHASE 2013-03   537 477     60  
    ORKLA ASA 2012-08 PURCHASE 2013-03   290 257     33  
    ORKLA ASA 2012-08 PURCHASE 2013-03   207 183     24  
    ORKLA ASA 2012-08 PURCHASE 2013-03   172 154     18  
    ALUMINA LTD 2012-05 PURCHASE 2013-03   275 285     -10  
    ALUMINA LTD 2012-05 PURCHASE 2013-03   381 391     -10  
    CENTRAIS ELEC BRAZ CL B 2012-09 PURCHASE 2013-03   79 130     -51  
    ANGLOGOLD ASHANTI LTD 2012-11 PURCHASE 2013-05   224 413     -189  
    NEWCREST MINING 2012-06 PURCHASE 2013-05   257 413     -156  
    NEWCREST MINING 2012-06 PURCHASE 2013-05   29 46     -17  
    NEWCREST MINING 2013-01 PURCHASE 2013-05   307 487     -180  
    APPLIED MATERIALS INC 2012-12 PURCHASE 2013-05   1,579 1,169     410  
    BANCO SANTANDER BRASIL 2013-01 PURCHASE 2013-05   1,858 1,996     -138  
    BARRICK GOLD CORP 2012-07 PURCHASE 2013-05   382 568     -186  
    BARRICK GOLD CORP 2012-07 PURCHASE 2013-05   276 420     -144  
    BARRICK GOLD CORP 2013-04 PURCHASE 2013-05   2,122 1,791     331  
    BEST BUY CO INC 2012-07 PURCHASE 2013-05   1,436 983     453  
    CAMECO CORP 2012-11 PURCHASE 2013-05   743 588     155  
    CAPITAL ONE FINANCIAL 2012-09 PURCHASE 2013-05   1,547 1,397     150  
    CAPITAL ONE FINANCIAL 2012-09 PURCHASE 2013-05   495 453     42  
    CAPITAL ONE FINANCIAL 2012-09 PURCHASE 2013-05   62 57     5  
    CAPITAL ONE FINANCIAL 2013-03 PURCHASE 2013-05   990 867     123  
    CARREFOUR SA SPONS ADR 2012-07 PURCHASE 2013-05   1,478 823     655  
    CARREFOUR SA SPONS ADR 2012-08 PURCHASE 2013-05   188 82     106  
    CBS CAREMARK CORP 2012-08 PURCHASE 2013-05   822 619     203  
    CENTRAIS ELEC BRAZ 2012-08 PURCHASE 2013-05   504 1,351     -847  
    CENTRAIS ELEC BRAZ 2013-04 PURCHASE 2013-05   490 485     5  
    CENTRAIS ELEC BRAZ 2013-04 PURCHASE 2013-05   340 318     22  
    FINMECCANICA 2012-06 PURCHASE 2013-05   2,285 1,388     897  
    GENERAL MOTORS CO 2012-06 PURCHASE 2013-05   243 149     94  
    HARMAN INTL INDS INC 2013-02 PURCHASE 2013-05   3,084 2,473     611  
    ING GROEP NV 2012-06 PURCHASE 2013-05   1,219 779     440  
    ING GROEP NV 2012-06 PURCHASE 2013-05   469 301     168  
    ING GROEP NV 2013-02 PURCHASE 2013-05   1,106 1,007     99  
    KINROSS GOLD 2012-11 PURCHASE 2013-05   344 516     -172  
    KONINKLIJKE DSM 2013-04 PURCHASE 2013-05   1,317 1,193     124  
    KONINKLIJKE DSM 2013-04 PURCHASE 2013-05   708 644     64  
    LSI CORP 2013-02 PURCHASE 2013-05   2,108 1,980     128  
    LSI CORP 2013-03 PURCHASE 2013-05   378 342     36  
    LSI CORP 2013-03 PURCHASE 2013-05   393 351     42  
    LSI CORP 2013-05 PURCHASE 2013-05   453 383     70  
    LSI CORP 2013-05 PURCHASE 2013-05   38 32     6  
    MICROSOFT CORP 2013-03 PURCHASE 2013-05   704 570     134  
    MICROSOFT CORP 2013-04 PURCHASE 2013-05   599 483     116  
    MICROSOFT CORP 2013-04 PURCHASE 2013-05   986 810     176  
    MITSUBISHI TANABE PHARMA 2013-05 PURCHASE 2013-05   1,538 1,825     -287  
    MS&AD INS GROUP HLDGS 2012-06 PURCHASE 2013-05   1,263 782     481  
    NINTENDO LTD 2012-12 PURCHASE 2013-05   449 467     -18  
    NINTENDO LTD 2013-01 PURCHASE 2013-05   699 685     14  
    PANASONIC CORP 2012-09 PURCHASE 2013-05   704 624     80  
    PHILIP MORRIS INTL 2012-12 PURCHASE 2013-05   647 595     52  
    ROYAL DUTCH SHELL PLC 2013-01 PURCHASE 2013-05   1,940 2,012     -72  
    ROYAL DUTCH SHELL PLC 2013-02 PURCHASE 2013-05   1,039 1,071     -32  
    SHIESEIDO CO 2012-08 PURCHASE 2013-05   767 774     -7  
    TELECOM ITALIA 2013-03 PURCHASE 2013-05   618 690     -72  
    TESCO PLC 2013-05 PURCHASE 2013-05   1,592 1,638     -46  
    TESCO PLC 2013-05 PURCHASE 2013-05   302 313     -11  
    TEVA PHARMACEUTICAL 2012-09 PURCHASE 2013-05   1,819 1,915     -96  
    TEVA PHARMACEUTICAL 2012-09 PURCHASE 2013-05   581 598     -17  
    TEVA PHARMACEUTICAL 2012-09 PURCHASE 2013-05   464 481     -17  
    TEVA PHARMACEUTICAL 2012-10 PURCHASE 2013-05   929 951     -22  
    TYSON FOODS INC 2012-10 PURCHASE 2013-05   1,287 840     447  
    TYSON FOODS INC 2012-10 PURCHASE 2013-05   126 82     44  
    TYSON FOODS INC 2012-10 PURCHASE 2013-05   126 82     44  
    TYSON FOODS INC 2012-11 PURCHASE 2013-05   126 83     43  
    TYSON FOODS INC 2012-11 PURCHASE 2013-05   151 101     50  
    TYSON FOODS INC 2013-01 PURCHASE 2013-05   858 720     138  
    UBS AG REG 2012-07 PURCHASE 2013-05   535 315     220  
    UBS AG REG 2012-07 PURCHASE 2013-05   944 555     389  
    UNUM GROUP 2012-08 PURCHASE 2013-05   291 193     98  
    UNUM GROUP 2012-08 PURCHASE 2013-05   349 233     116  
    WACOAL HOLDINGS 2013-03 PURCHASE 2013-05   252 265     -13  
    GABELLI EQUITY SER FDS 2013-06 PURCHASE 2013-10   19,994 19,959     35  

    TY 2012 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 184,082 184,082

    TY 2012 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 26,938 6,696  
    LEASEHOLD IMPROVEMENTS        


    TY 2012 LegalFeesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 45     45


    TY 2012 OtherDecreasesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 12,532


    TY 2012 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 5,000     5,000
    ADVERTISING 500     500


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,641 1,641    


    TY 2012 TaxesSchedule
    Name:
    MEDICAL SOCIETY FOUNDATION
    EIN: 38-2872664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 350 350