Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
MASSACHUSETTS MEDICAL SOCIETY |
042050773 | 9 | Yes | 0 | 0 | |
| Total 1 | 0 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part Iv, Section A, Line 2: | See the answer to question 3. |
| Schedule A, Part Iv, Section A , Lines 3a-3c: | The organization confirmed the supported organization's status through the IRS Business Master File. The organization confirmed that the supported organization would meet the support tests under section 509(a)(2) by conducting an analysis of the support test. The Organization does not provide grants to its supported organization, but ensures that its financial and programmatic activities are for section 170(c)(2) purposes. |
| Schedule A, Part Iv, Section D, Line 3: | By reason of the relationship described in section (2), Four of the five officers of the Organization are members of the supported organization. members appointed by the supported organization sit on the finance and investment committee of the Organization. Furthermore, the President of the Organization has the opportunity every year to present to the governing board of the supported organization regarding the Organization's affairs. An officer of the supported organization also is designated as the contact person for the Organization. |
| Schedule A, Part Iv, Section E , Line 2: | The Organization's maintenance and support of a medical library, its primary function, directly furthers the exempt purposes of supported organization, Massachusetts Medical Society. The Organization houses the archives of the supported organization. The library is a crucial resource to the supported organization in allowing it to carry out the purposes supported by the Organization. See the response to Part IV, Section D, Question 3, above regarding responsiveness. |
| Schedule A, Part IV, Section A, Line 5a: | NO. In prior tax years, the Organization has listed the President and Fellows of Harvard College ("Harvard") as a supported organization, because of the contractual relationship the Organization has with Harvard. Upon an analysis of the Organizations relevant governing documents and the historic relationships the Organization has with each eligible supported organization, the Organization has determined that Massachusetts Medical Society is appropriately classified as its supported organization. The Organization is a Type III functionally integrated supporting organization that is operated in connection with Massachusetts Medical Society. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| 990 PART VI SECTION B LINE 11 - Review of Form 990 | The Form 990 will be reviewed by Boston Medical Library's Treasurer or President prior to being filed. The 990 is made available to any board member who wishes to review it. |
| 990 PART VI SECTION B LINE 15A - Compensation of President/CEO | Boston Medical Library's top management, officers and key employees are not compensated for their time and services. |
| 990 PART VI SECTION C LINE 19 - Documents available to public | Governing documents and the Conflicts of Interest policy are available upon request. The Form 990 is available upon request for a nominal fee charged for reproduction and postage. |
| 990 PART VI SECTION A LINE 6 - Members | The Boston Medical Library(BML) is a physiciansdentists' organization and consists of about 120 Fellows and Life Fellows. Completed applications are submitted to the Boston Medical Library where they are reviewed by the Membership Committee. The Membership Committee looks for documentation of one of the following criteria: Evidence of M.D. Degree from a medical school approved by the Liaison Committee on Medical Education of the American Medical Association or a degree in dentistry from a dental school accredited by the Commission on Dental Education, and any other physician or dentist recommended by the Membership Committee and approved by the Board of Trustees. |
| 990 PART VI SECTION B LINE 12A - Conflict of interest | The Corporation may enter into contracts or transactions with an Officer, Trustee or Fellow or with any corporation or other concern in which an officer, Trustee or Fellow is a stockholder, partner director, officer or employee or is otherwise interested. In the absence of fraud or bad faith, no such contract or transaction shall be invalidated or affected by the fact that the presence of such interested person was necessary to constitute a quorum at a meeting of the Board of Trustees (or any authorized committee thereof) or the Fellows at which such contract or transaction was authorized or that the vote of such interested person was necessary for the adoption of such contract or transaction, provided that if such interest was material, it shall have been disclosed to the Trustees or Fellows voting on such contract or transaction. A general notice to any person voting on such contract or transaction that an Officer, Trustee or Fellow has a material interest in any corporation or other concern shall be sufficient disclosure as to such Officer, Trustee or Fellow with respect to all contracts and transactions with such corporation or other concern. More information is available upon request. |
| 990 PART VI SECTION A LINEs 7A & 7B - Election of governing members | The members vote for the board of directors at the annual meeting and vote on all business presented at the annual meeting. |
| 990 PART VI SECTION A LINE 3 - Delegation of accounting function | Boston Medical Library delagates control over its accounting function to Vaughn & Associates, P.C. and David M. Pinkham, CPA, LLC. The Organization's accounting expenses for the year were $28,460. |
| 990 PART VI SECTION B LINES 12A, 12B, 12C - Review of potential conflicts | The board adopted a conflict of interest policy that includes annual review of the affidavits signed by all trustees & officers & if conflicts exist the board will deal with them accordingly. |
| 990 Part Vi Section A Line 2 - Relationships | Drs. Pieters and Jolin are married to each other. |
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