Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2010 and ending 09-30-2011
BCheck if applicable:
CName of organization
Partners HealthCare System Inc & Affiliates
Group Return
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
800 Boylston Street
 
Room/suite
City or town, state or country, and ZIP + 4
Boston, MA02199
D Employer identification number

90-0656139
E Telephone number

G Gross receipts $ 9,641,063,814
F Name and address of principal officer:
Gary L Gottlieb MD MBA
800 Boylston Street
Boston,MA02199
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.partners.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet5803
K Form of organization:
 
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Patient Care, Research, Education and Service to the Community Locally and Globally.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 588
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 337
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 58,594
6 Total number of volunteers (estimate if necessary) .... 6 4,444
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 13,635,445
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -3,123,539
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,177,468,685 2,537,374,171
9 Program service revenue (Part VIII, line 2g) ......... 6,523,885,959 6,701,248,059
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 105,844,261 272,347,839
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 131,002,898 125,660,311
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 8,938,201,803 9,636,630,380
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 656,032,679 786,189,080
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,756,409,835 4,978,172,907
16a Professional fundraising fees (Part IX, column (A), line 11e).... 241,119 774,140
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet41,763,625    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 3,294,056,058 3,366,409,134
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,706,739,691 9,131,545,261
19 Revenue less expenses. Subtract line 18 from line 12...... 231,462,112 505,085,119
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 10,716,096,881 11,114,023,261
21 Total liabilities (Part X, line 26)............ 4,085,925,289 4,443,128,314
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 6,630,171,592 6,670,894,947
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: PARTNERS HEALTHCARE SYSTEM, INC. IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,439,518,141 including grants of $ 786,189,080 ) (Revenue $ 6,658,637,159 )
Patient Care: Partners HealthCare was founded in 1994 by Brigham and Women's Hospital (BWH) and Massachusetts General Hospital (The General). Partners is an integrated health care system that offers patients a continuum of coordinated high-quality care. The system includes primary care and specialty physicians, community hospitals, the two founding academic medical centers, specialty facilities, community health centers, and other health-related entities. Improving patient care has always been at the center of the Partners HealthCare clinical care mission. In 2011, as part of an overall effort to articulate the organization's strategy, Partners HealthCare reaffirmed its commitment to the delivery of superior clinical care that is focused on providing the highest quality and most cost effective patient outcomes across the continuum of care. That commitment is reflected in a number of major strategic initiatives, including the following: Designing more integrated, patient-centered care. Promoting payment systems that support more integrated, patient-centered care. Providing population health management for the sickest patient groups. Delivering safety across the continuum of care. Redesigning primary care. Developing and tracking performance metrics. Maximizing the use of new information technology. Overview of the Acute Care Sector: Partners HealthCare Acute Care Sector includes two of the most well respected academic medical centers in the United States, BWH and The General, and six acute care community hospitals: Faulkner, MVH, NCH, NWH and NSMC (Salem and Union Hospitals). Together these form the largest acute care delivery system in eastern Massachusetts. BWH and The General are renowned for their excellence in patient care, innovative and far-reaching research efforts and educational programs. In July 2011 each was cited again among the nation's top 10 medical centers by U.S. News & World Report. The two were the only Massachusetts acute care hospitals to make the elite Honor Roll list. In addition, The General has been ranked first nationally for psychiatric services by U.S. News & World Report for the past sixteen years. BWH and The General serve both as community hospitals for portions of metropolitan Boston and as providers of tertiary and quaternary services, primarily to eastern Massachusetts and adjacent portions of contiguous states, but also to the remainder of Massachusetts, New England, other parts of the United States and other nations. Since a significant part of the primary service areas of The General and BWH do not overlap, both BWH and The General continue to provide many of the same tertiary and secondary services. Among the tertiary services that Partners HealthCare offers through BWH and The General are all forms of organ transplants, including heart, lung, heart-lung, liver, kidney, bone marrow, small bowel and pancreas transplants. The Burn and Level I Trauma units (for treatment of the most serious cases) at BWH and The General represent two of only three such units in Massachusetts and are among the largest in New England. Cardiac Services. Cardiac services offered by BWH and The General reflect both the large volumes of procedures and the scope of services characteristic of tertiary institutions. In 2011 the BWH, The General and NSMC performed approximately 2,800 cardiac surgical procedures, including coronary artery and valve surgery, thoracic aorta surgery, surgery for cardiac rhythm disorders, and heart transplants. Women's Health Services. Partners HealthCare is New England's major provider of women's health care services, providing a full range of tertiary services, including reproductive endocrinology and infertility, gynecologic oncology, urogynecology, advanced minimally invasive gynecologic surgery, treatment of fibroids and endometriosis, and pelvic reconstructive surgery. Partners HealthCare operates two of the six level three Maternal/Newborn Services in the metropolitan Boston area for treatment of the most serious cases, thereby allowing it to serve as a resource for high risk obstetrical and neonatal patients. The neonatal intensive care center at BWH is the largest in Massachusetts and Partners HealthCare has the largest maternity and high risk obstetrics services in New England. Minimally Invasive Surgical Techniques. Surgeons at BWH and The General perform an array of minimally invasive surgical techniques, including a dedicated interventional Magnetic Resonance Imaging (MRI) system in minimally invasive surgery. Intraoperative MRI guidance allows accurate localization and targeting by using imaging and advanced computer technology that allows surgeons to capture images during surgery. The technology has several applications, including open brain surgery, prostate brachytherapy and thermal ablation (cryotherapy). Surgeons at BWH and The General are also using state-of-the-art robotics to significantly shorten patient recovery time and to minimize or eliminate the physical challenges presented by traditional minimally invasive surgery. The Center for Integration of Medicine & Innovative Technology (CIMIT) is a consortium of BWH, The General, The Massachusetts Institute of Technology, Draper Laboratory and Beth Israel Deaconess Medical Center. It brings together scientists, engineers, and clinicians to improve patient care by catalyzing development of innovative technology, emphasizing minimally invasive diagnosis and therapy. CIMIT is concentrating its research on four key clinical areas: cardiovascular, cancer, stroke and trauma/critical care. Proton Therapy. The Francis B. Burr Proton Therapy Center, located on The General's campus, is the only one of its kind in New England and one of only nine such facilities in the country. Proton beam therapy has virtually no exit dose beyond the tumor target, thus often reducing radiation to the adjacent normal tissue and thereby potentially reducing the risk of damage to healthy tissues and organs that can occur with radiation therapy done with photons (x-rays). In 2011, 13,956 treatments were completed. The Center for Connected Health (CCH). CCH develops solutions for delivering quality patient care outside of the traditional medical setting, engages in research in a wide range of connected health-related areas and works to advance the field through its convening and publishing activities. CCH programs use a combination of remote-monitoring, online communications and intelligence, and technology applications to improve patient adherence and engagement, provider involvement, and clinical outcomes. It has made important strides in integrating connected health solutions into the care of patients with heart failure, diabetes, and hypertension. CCH also offers programs for the employee population, providing self-management tools to guide positive lifestyle and health behavior changes. In addition, CCH has developed a secure online platform that has facilitated the provision of specialty consultations to clinicians in over 50 countries since its inception in 1995. Ambulatory Care. Each of Partners HealthCare's eight acute care hospitals provides emergency, ambulatory and outpatient care across major specialties. Combined, they comprise the largest outpatient network in eastern Massachusetts. In 2011, Partners HealthCare acute care hospital based and non-hospital based ambulatory care programs resulted in approximately 1,158,000 routine visits, approximately 323,000 emergency services visits, and approximately 829,000 home health visits. BWH provides outpatient services, including primary care, specialty care, diagnostics, imaging and ambulatory procedures at 160 ambulatory practices in 20 locations: four main locations on the BWH distributed campus house the majority of practices and the remainder are in satellites located west, southwest and south of Boston. In addition, BWH operates two neighborhood health centers in the Jamaica Plain section of Boston near its hospital facilities and serves as a referral facility for both health centers. These community health centers provide comprehensive services similar to those offered by satellite practices and include primary care, dentistry, pediatrics, podiatry, obstetrics, gynecology, mental health, nutrition and social services. The General provides many of its ambulatory care services in the Yawkey Center for Outpatient Care, the Wang Ambulatory Care Center, the Emergency Services Department and the MGH Cancer Center, all located on its main campus; at MGH West, an ambulatory care facility in Waltham; at Mass General/North Shore Center for Outpatient Care in Danvers; and at off-campus health centers in Boston's Back Bay and in Charlestown, Chelsea, and Revere. Partners HealthCare community hospitals also offer extensive ambulatory care services. Faulkner offers an outpatient center in breast healthcare, and outpatient services at NWH include a cancer center, spine center, women's imaging center, brea
4b (Code:   ) (Expenses $ 1,729,394,093 including grants of $ 0 ) (Revenue $ 1,768,077,126 )
Research: The conduct of biomedical research constitutes one of Partners HealthCare's core missions and activities. It includes fundamental bench research in all of the life sciences disciplines, patient-centered research within the inpatient and outpatient services of Partners HealthCare hospitals, clinical trials of new drugs and devices and epidemiological research. Each Partners HealthCare affiliate with major research operations - The General, BWH, Spaulding Boston and McLean - acts as a separate research grant recipient. However, Partners Research Management coordinates system-wide research activities and seeks synergies in obtaining funding and in the conduct of research across the system, including PCHI and other affiliates with limited or no current research. Partners HealthCare has also developed a system-wide approach to the creation and enhancement of affiliations with pharmaceutical and biotechnology companies. Partners HealthCare has the largest non-university-based non-profit private medical research enterprise in the United States. In 2011, Partners HealthCare's total research expenditures were $1,454.6 million. Of this total, approximately $804.0 million (55%) was funded by NIH and other federal agencies. As of September 30, 2011, Partners HealthCare committed future research funding was approximately $2.9 billion, excluding clinical trials. Partners HealthCare was awarded $297.4 million in funding through the American Recovery and Reinvestment Act of 2009 as of October 17, 2011. Other federal agencies that provide research funding to Partners HealthCare include the U.S. Department of Defense and the U.S. Air Force. The Department of Defense has provided funding over the last twelve years to support CIMIT, including approximately $8 million per year in funding over the last three years. Research areas include trauma and casualty care, cardiovascular disease, tissue engineering, image guided therapy and minimally invasive surgery, neurotechnology, inhalation therapy and simulation. New programs have been launched in traumatic brain injury, post traumatic stress disorder and integrated clinical environments. The U.S. Air Force is supporting an $18.9 million award over four years for laser research.
4c (Code:   ) (Expenses $ 127,060,229 including grants of $ 0 ) (Revenue $ 121,771,381 )
Teaching - The Partners HealthCare hospitals have a long tradition of educating physicians, other healthcare professionals and biomedical scientists. Approximately 1,400 residents and 730 clinical fellows in over 245 programs, in nearly all specialties and subspecialties of medicine, are appointed to the hospitals each year. Most of these are based at BWH and/or The General, but NWH, NSMC and Spaulding Boston also sponsor graduate medical education programs. A number of training programs are integrated across two or more Partners HealthCare hospitals, and several involve affiliations with other Harvard or Tufts teaching hospitals. Graduate medical education at Partners HealthCare utilizes both inpatient and ambulatory settings; the Partners HealthCare affiliated community health centers play an important role in training healthcare professionals at Partners HealthCare. BWH and The General are major teaching affiliates of Harvard Medical School and the Harvard School of Dental Medicine. Most of the active clinical and research staff of BWH and The General hold Harvard Medical School appointments and actively participate in both the clinical and pre-clinical training of medical students. McLean and Spaulding are principal clinical teaching sites for Harvard Medical School students in psychiatry and physiatry, respectively. Faulkner, NWH and NSMC are teaching affiliates of Tufts and also serve as training sites for residency programs from BWH and The General. NWH is also a training site for a Tufts Medical Center residency program and Salem is a teaching affiliate of the Boston University School of Medicine and University of New England - College of Osteopathic Medicine. Many members of NWH's medical staff and the chiefs of its clinical departments hold Tufts faculty appointments. In addition, The General sponsors programs in podiatry and psychology; McLean sponsors programs in psychology; BWH and The General provide training in general dentistry; and BWH and The General each offer accredited internships in dietetics and hospital administration fellowships. Complementing the diversity of clinical training, there are approximately 2,000 research fellows at BWH and The General, with some additional fellows at the other institutions. These Ph.D. or M.D./Ph.D. scientists participate in mentored research experiences. Many also take part in one of the didactic programs aimed at basic, translational, or clinical and outcomes research that are offered within the Partners HealthCare system. In addition, Partners Harvard Medical International, Inc. assists medical institutions throughout the world, including hospitals and medical schools, to provide high quality medical training and to enhance the quality of patient care and research; teaches, trains, and shares medical and technological know-how with scientists and health care professionals in countries which may not have ready access to such and assists medical institutions throughout the world in various administrative and management functions.
(Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 15,367,366 )
Administrative Fees
(Code:   ) (Expenses $ 804,986 including grants of $ 0 ) (Revenue $ 801,011 )
Daycare Tuition
(Code:   ) (Expenses $ 21,316 including grants of $ 0 ) (Revenue $ 1,006,068 )
Partnership Revenue
4d Other program services. (Describe in Schedule O.)
(Expenses $ 826,302 including grants of $ 0 ) (Revenue $ 17,174,445 )
4e Total program service expensesMediumBullet$ 8,296,798,765
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II....................... Click to see attachment
32
Yes
 
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
85
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
58,594
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAE
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
588
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
337
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL , MD , MA , NH , NJ , NY , NC , OH , PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
PARTNERS FIN-TAX DIRECTOR
529 MAIN STREET STE 510
Charlestown,MA02129
(617) 724-9841
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Dale Adler MD
See Schedule O - O & T Titles
 1.0 X           540,876 0 49,296
(2) Carey W Akins MD
See Schedule O - O & T Titles
 1.0 X           510,014 0 52,460
(3) Richard Alexander MD
See Schedule O - O & T Titles
 1.0 X           241,882 0 41,745
(4) Elisa H Allen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(5) Helen D Anderson
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(6) Stephen C Anderson
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(7) Sara Andrews
See Schedule O - O & T Titles
 1.0 X           0 264,647 44,116
(8) Margaretta S Andrews
See Schedule O - O & T Titles
 1.0 X           0 0 0
(9) Joan Archer
See Schedule O - O & T Titles
 50.0 X   X       0 244,402 53,644
(10) Sarah Arnholz Esq
See Schedule O - O & T Titles
 1.0 X           0 181,527 38,084
(11) Stanley W Ashley MD
See Schedule O - O & T Titles
 1.0 X           281,376 0 48,110
(12) Christopher Attaya
See Schedule O - O & T Titles
 50.0 X   X       0 281,111 49,162
(13) W Gerald Austen MD
See Schedule O - O & T Titles
 1.0 X           1,190,797 0 55,460
(14) Edward N Bailey MD
See Schedule O - O & T Titles
 1.0 X           273,075 0 36,736
(15) Edward Baker-Greene
See Schedule O - O & T Titles
 1.0 X           0 0 0
(16) Charles L Balas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(17) Richard C Bane
See Schedule O - O & T Titles
 1.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Maureen Banks
See Schedule O - O & T Titles
 50.0 X   X X     0 400,540 61,247
(19) Peter K Barber
See Schedule O - O & T Titles
 1.0 X           0 0 0
(20) Robert L Barbieri MD
See Schedule O - O & T Titles
 50.0 X   X       468,076 0 53,619
(21) William S Barker
See Schedule O - O & T Titles
 1.0 X           0 0 0
(22) David S Barlow
See Schedule O - O & T Titles
 1.0 X           0 0 0
(23) Jeffrey T Barnes
See Schedule O - O & T Titles
 1.0 X           0 0 0
(24) Joan Barrett
See Schedule O - O & T Titles
 1.0 X           0 0 0
(25) Elmer C Bartels
See Schedule O - O & T Titles
 1.0 X           0 0 0
(26) Nesli Basgoz MD
See Schedule O - O & T Titles
 1.0 X           256,180 0 41,412
(27) Carolyn A Beckedorff
See Schedule O - O & T Titles
 1.0 X           0 0 0
(28) Judith G Belash
See Schedule O - O & T Titles
 1.0 X           0 0 0
(29) Mark R Belsky MD
See Schedule O - O & T Titles
 1.0 X           21,793 0 23,992
(30) Marilyn Bernheimer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(31) Sibel Bessim MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(32) Jeanne E Blake
See Schedule O - O & T Titles
 1.0 X           0 0 0
(33) Joanne Borg-Stein MD
See Schedule O - O & T Titles
 1.0 X           305,596 0 53,344
(34) Kevin Bottomley
See Schedule O - O & T Titles
 1.0 X           0 0 0
(35) Paul Braverman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(36) John F Brennan Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(37) Gregory W Brick MD
See Schedule O - O & T Titles
 1.0 X           947,599 0 51,748
(38) Nicholas S Brill
See Schedule O - O & T Titles
 1.0 X           0 0 0
(39) O'Neil A Britton MD
See Schedule O - O & T Titles
 1.0 X           355,374 0 68,772
(40) Betsy Broadman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(41) Tedy L Bruschi
See Schedule O - O & T Titles
 1.0 X           0 0 0
(42) Robert H Brust
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(43) George P Butterworth MD
See Schedule O - O & T Titles
 1.0 X           348,810 0 52,824
(44) Justin Byrne MD
See Schedule O - O & T Titles
 1.0 X           224,673 0 32,341
(45) John C Cannistraro Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(46) Bernard S Carrey
See Schedule O - O & T Titles
 1.0 X           0 0 0
(47) Bruce A Chabner MD
See Schedule O - O & T Titles
 1.0 X           410,319 0 52,786
(48) Roxanne Cichy Ruppel
See Schedule O - O & T Titles
 50.0 X     X     0 218,600 55,992
(49) Joseph A Ciffolillo
See Schedule O - O & T Titles
 1.0 X           0 0 0
(50) Jennifer Cofer Flanagan
See Schedule O - O & T Titles
 1.0 X           0 0 0
(51) Earl M Collier Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(52) Heidi M Collins
See Schedule O - O & T Titles
 50.0 X   X       164,973 0 15,077
(53) Arthur F Cook Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(54) Michele Courton Brown
See Schedule O - O & T Titles
 1.0 X           0 0 0
(55) Heidi Cox
See Schedule O - O & T Titles
 1.0 X           0 0 0
(56) Bruce Danziger
See Schedule O - O & T Titles
 1.0 X           0 0 0
(57) Robert A Danziger
See Schedule O - O & T Titles
 1.0 X           0 0 0
(58) Ernesto DaSilva MD
See Schedule O - O & T Titles
 1.0 X           271,559 0 38,071
(59) Kristin S Demong
See Schedule O - O & T Titles
 1.0 X           0 0 0
(60) Susan Dempsey
See Schedule O - O & T Titles
 50.0 X   X X     297,386 0 55,264
(61) John M Deutch
See Schedule O - O & T Titles
 1.0 X           0 0 0
(62) Terence P Doorly MD
See Schedule O - O & T Titles
 1.0 X           743,596 0 36,262
(63) Peter Doubilet MD
See Schedule O - O & T Titles
 1.0 X           461,900 0 66,189
(64) John P Drislane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(65) Margaret Duggan MD
See Schedule O - O & T Titles
 50.0 X   X       253,618 0 53,022
(66) Molly Dunne
See Schedule O - O & T Titles
 1.0 X           0 0 0
(67) Lynne J Eickholt
See Schedule O - O & T Titles
 1.0 X           0 488,372 48,343
(68) William R Elfers
See Schedule O - O & T Titles
 1.0 X           0 0 0
(69) Arthur J Epstein
See Schedule O - O & T Titles
 1.0 X           0 0 0
(70) Michael K Fee Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(71) Curt R Feuer Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(72) Gretchen S Fish
See Schedule O - O & T Titles
 1.0 X           0 0 0
(73) Honorable Gregory C Flynn
See Schedule O - O & T Titles
 1.0 X           0 0 0
(74) Bruce H Freedman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(75) Patricia Galvin
See Schedule O - O & T Titles
 1.0 X           0 0 0
(76) Thomas George
See Schedule O - O & T Titles
 1.0 X           0 0 0
(77) Charles K Gifford
See Schedule O - O & T Titles
 1.0 X           0 0 0
(78) Michael A Gimbrone Jr MD
See Schedule O - O & T Titles
 50.0 X   X X     520,250 0 64,514
(79) Thomas P Glynn PhD
See Schedule O - O & T Titles
 1.0 X           0 1,324,158 82,195
(80) Arthur L Goldstein
See Schedule O - O & T Titles
 1.0 X           0 0 0
(81) Benjamin A Gomez
See Schedule O - O & T Titles
 1.0 X           0 0 0
(82) Annekathryn Goodman MD
See Schedule O - O & T Titles
 1.0 X           385,352 0 66,407
(83) Thomas H Grape
See Schedule O - O & T Titles
 1.0 X           0 0 0
(84) Peter T Greenspan MD
See Schedule O - O & T Titles
 1.0 X           355,473 0 50,978
(85) Daniel J Gross
See Schedule O - O & T Titles
 50.0 X   X       0 333,794 59,657
(86) Suzanne S Gruhl
See Schedule O - O & T Titles
 1.0 X           0 0 0
(87) Michael L Gustafson MD MBA
See Schedule O - O & T Titles
 50.0 X     X     444,948 0 48,332
(88) Arthur J Gutierrez
See Schedule O - O & T Titles
 1.0 X           0 0 0
(89) Maureen O Hackett
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(90) Gerard Hadley
See Schedule O - O & T Titles
 50.0 X   X       0 161,168 35,992
(91) Steven R Haley
See Schedule O - O & T Titles
 1.0 X           0 0 0
(92) Robert Handin MD
See Schedule O - O & T Titles
 1.0 X           245,570 0 48,132
(93) Erling A Hanson Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(94) Jay R Harris MD
See Schedule O - O & T Titles
 50.0 X   X       630,697 0 31,714
(95) Margot Hartmann MD PhD
See Schedule O - O & T Titles
 50.0 X   X       224,540 0 19,063
(96) Peter Helms
See Schedule O - O & T Titles
 1.0 X           0 0 0
(97) Brent L Henry Esq
See Schedule O - O & T Titles
 1.0 X           0 851,739 48,235
(98) John W Henry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(99) Keith Henry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(100) Mark D Hershey MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(101) Myra Hiatt Kraft
See Schedule O - O & T Titles
 1.0 X           0 0 0
(102) Richard E Holbrook
See Schedule O - O & T Titles
 1.0 X           0 0 0
(103) Albert A Holman III
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(104) H Robert Horvitz PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(105) William P Hourihan Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(106) Eugene Howard Clapp
See Schedule O - O & T Titles
 1.0 X           0 0 0
(107) E James Hutchens
See Schedule O - O & T Titles
 1.0 X           0 0 0
(108) Ann Ingram
See Schedule O - O & T Titles
 1.0 X           0 0 0
(109) David Ives
See Schedule O - O & T Titles
 1.0 X           0 0 0
(110) Joseph O Jacobson MD
See Schedule O - O & T Titles
 50.0 X     X     367,140 0 16,186
(111) Andre' C Jasse
See Schedule O - O & T Titles
 1.0 X           0 0 0
(112) Michael S Jellinek MD
See Schedule O - O & T Titles
 50.0 X   X       0 2,798,855 66,912
(113) Andrew Jeon MD MBA
See Schedule O - O & T Titles
 50.0 X   X       0 467,792 52,058
(114) Mark D Johnson MD PhD
See Schedule O - O & T Titles
 1.0 X           426,458 0 48,671
(115) Paula Adina Johnson MD MPH
See Schedule O - O & T Titles
 1.0 X           351,992 0 54,724
(116) Leonard B Kaban DMD MD
See Schedule O - O & T Titles
 1.0 X           493,550 0 51,716
(117) Steven E Kapfhammer
See Schedule O - O & T Titles
 50.0 X   X       275,857 0 23,702
(118) James L Kaplan PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(119) Sinesia Karol
See Schedule O - O & T Titles
 1.0 X           0 0 0
(120) Marie-Louise Kehoe
See Schedule O - O & T Titles
 1.0 X           0 0 0
(121) Richard M Kelleher
See Schedule O - O & T Titles
 1.0 X           0 0 0
(122) Susan B Kelly
See Schedule O - O & T Titles
 50.0 X   X       130,389 0 12,507
(123) Christopher Kelly
See Schedule O - O & T Titles
 1.0 X           0 0 0
(124) James R Kelly
See Schedule O - O & T Titles
 1.0 X           0 0 0
(125) Pardon R Kenney MD
See Schedule O - O & T Titles
 1.0 X           273,608 0 41,003
(126) Barrett Kitch MD
See Schedule O - O & T Titles
 1.0 X           295,231 0 5,517
(127) Anthony A Klein
See Schedule O - O & T Titles
 1.0 X           0 0 0
(128) Jonathan A Kraft
See Schedule O - O & T Titles
 1.0 X           0 0 0
(129) John Kucharski
See Schedule O - O & T Titles
 1.0 X           0 0 0
(130) Thomas S Kupper MD
See Schedule O - O & T Titles
 1.0 X           512,723 0 49,291
(131) Kathleen LaPoint
See Schedule O - O & T Titles
 1.0 X           0 0 0
(132) Richard E Larson MD
See Schedule O - O & T Titles
 1.0 X           165,745 0 16,202
(133) Margaret Lawler MD
See Schedule O - O & T Titles
 1.0 X           177,725 0 12,382
(134) Pamela L Lawrence
See Schedule O - O & T Titles
 1.0 X           0 287,203 53,059
(135) Edward P Lawrence Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(136) Edward J Legare MD
See Schedule O - O & T Titles
 1.0 X           43,212 0 22,008
(137) James J Lehane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(138) John A Lewis MD
See Schedule O - O & T Titles
 50.0 X   X       347,852 0 54,187
(139) Jay Loeffler MD
See Schedule O - O & T Titles
 1.0 X           784,979 0 34,080
(140) Andres J Lopez
See Schedule O - O & T Titles
 1.0 X           0 0 0
(141) Joseph Loscalzo MD PhD
See Schedule O - O & T Titles
 50.0 X   X       595,656 0 54,134
(142) Judith Lucas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(143) Stanley J Lukowski
See Schedule O - O & T Titles
 1.0 X           0 0 0
(144) Eric Luther
See Schedule O - O & T Titles
 1.0 X           0 0 0
(145) Kenneth E MacWilliams
See Schedule O - O & T Titles
 1.0 X           0 0 0
(146) Andrew Madden
See Schedule O - O & T Titles
 1.0 X           135,222 0 35,497
(147) Jim Manzi
See Schedule O - O & T Titles
 1.0 X           0 0 0
(148) Peter K Markell
See Schedule O - O & T Titles
 50.0 X   X       0 2,211,782 358,908
(149) Robert L Martuza MD
See Schedule O - O & T Titles
 1.0 X           813,871 0 55,760
(150) Pamela A Mason
See Schedule O - O & T Titles
 1.0 X           0 0 0
(151) Herbert O Mathewson MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(152) Peter Mauch MD
See Schedule O - O & T Titles
 1.0 X           482,728 0 49,546
(153) Nancy Mayo-Smith
See Schedule O - O & T Titles
 1.0 X           0 0 0
(154) J Brian McCarthy
See Schedule O - O & T Titles
 1.0 X           0 0 0
(155) Vincent T McDermott
See Schedule O - O & T Titles
 50.0 X   X       0 234,692 37,796
(156) W Scott McDougal MD
See Schedule O - O & T Titles
 1.0 X           634,244 0 51,406
(157) Terrence McGinnis
See Schedule O - O & T Titles
 1.0 X           0 0 0
(158) Maury E McGough MD
See Schedule O - O & T Titles
 1.0 X           0 517,009 68,444
(159) Katherine McGowan MD
See Schedule O - O & T Titles
 1.0 X           74,219 0 592
(160) Janet McGrail Spillane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(161) Scott J McGrath
See Schedule O - O & T Titles
 1.0 X           0 0 0
(162) Carol C McMullen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(163) Joseph C McNay
See Schedule O - O & T Titles
 1.0 X           0 0 0
(164) Barbara J McNeil MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(165) Caroline Ann Merrifield
See Schedule O - O & T Titles
 1.0 X           0 0 0
(166) Tracilee Messina
See Schedule O - O & T Titles
 1.0 X           0 0 0
(167) Laura Miller MD
See Schedule O - O & T Titles
 1.0 X           229,314 0 22,196
(168) Susan F Miller MSN RN CS
See Schedule O - O & T Titles
 1.0 X           0 0 0
(169) Richard Mills
See Schedule O - O & T Titles
 1.0 X           0 0 0
(170) Cathy E Minehan
See Schedule O - O & T Titles
 1.0 X           0 0 0
(171) Michael Molinar
See Schedule O - O & T Titles
 1.0 X           0 0 0
(172) Kathleen Monbouquette
See Schedule O - O & T Titles
 1.0 X           0 0 0
(173) Cynthia A Montgomery PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(174) G Marshall Moriarty Esq
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(175) Laura B Morse
See Schedule O - O & T Titles
 1.0 X           0 0 0
(176) Elizabeth Mort MD MPH
See Schedule O - O & T Titles
 1.0 X           591,670 0 52,221
(177) Cynthia Morton PhD
See Schedule O - O & T Titles
 1.0 X           274,273 0 55,615
(178) John Mottern
See Schedule O - O & T Titles
 1.0 X           0 0 0
(179) William J Mrachek
See Schedule O - O & T Titles
 1.0 X           0 0 0
(180) Elizabeth G Nabel MD
See Schedule O - O & T Titles
 50.0 X   X       0 1,195,922 360,362
(181) Peter W Nash
See Schedule O - O & T Titles
 1.0 X           0 0 0
(182) Barbara Nobles Crawford
See Schedule O - O & T Titles
 1.0 X           0 0 0
(183) Robert G Norton
See Schedule O - O & T Titles
 50.0 X   X       0 793,887 280,425
(184) Paul T Norton
See Schedule O - O & T Titles
 1.0 X           0 0 0
(185) Michael F O'Connell Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(186) Jeffrey Osgood
See Schedule O - O & T Titles
 1.0 X           0 0 0
(187) John Otis Drew
See Schedule O - O & T Titles
 1.0 X           0 0 0
(188) Robert Paglia
See Schedule O - O & T Titles
 1.0 X           0 0 0
(189) Minou Palandjian
See Schedule O - O & T Titles
 1.0 X           0 0 0
(190) Krishna Palepu
See Schedule O - O & T Titles
 1.0 X           0 0 0
(191) Ernest Parizeau
See Schedule O - O & T Titles
 1.0 X           0 0 0
(192) Gregory J Pauly
See Schedule O - O & T Titles
 50.0 X     X     411,907 0 50,988
(193) G Allen Peckham
See Schedule O - O & T Titles
 1.0 X           0 687,112 56,484
(194) Mary Peredikes
See Schedule O - O & T Titles
 1.0 X           0 0 0
(195) Donald M Perrin
See Schedule O - O & T Titles
 1.0 X           0 0 0
(196) Dennis W Perry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(197) H Bradlee Perry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(198) Patricia P Petraglia
See Schedule O - O & T Titles
 1.0 X           0 0 0
(199) Colette AM Phillips
See Schedule O - O & T Titles
 1.0 X           0 0 0
(200) William F Phinney
See Schedule O - O & T Titles
 1.0 X           0 0 0
(201) Jay B Pieper
See Schedule O - O & T Titles
 50.0 X   X       0 658,549 58,088
(202) Robert W Pierce Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(203) A John Popp MD
See Schedule O - O & T Titles
 1.0 X           761,995 0 48,777
(204) Allyson L Preston MD
See Schedule O - O & T Titles
 1.0 X           387,441 0 38,301
(205) Deborah B Prothrow-Stith MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(206) Mary G Puma
See Schedule O - O & T Titles
 1.0 X           0 0 0
(207) Abrar A Qureshi MD MPH
See Schedule O - O & T Titles
 1.0 X           400,248 0 34,466
(208) Scott L Rauch MD
See Schedule O - O & T Titles
 50.0 X   X       0 502,331 60,931
(209) Arthur I Reade Jr
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(210) Pamela D A Reeve
See Schedule O - O & T Titles
 1.0 X           0 0 0
(211) Mitchell S Rein MD
See Schedule O - O & T Titles
 1.0 X           541,753 0 55,964
(212) Michael Reney
See Schedule O - O & T Titles
 50.0 X   X       0 490,040 48,709
(213) Patricia F Ribakoff
See Schedule O - O & T Titles
 1.0 X           0 0 0
(214) Auguste E Rimpel Jr PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(215) Charles H Ritch
See Schedule O - O & T Titles
 1.0 X           0 0 0
(216) David J Roberts MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(217) Michael A F Roberts
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(218) K Keith Roe
See Schedule O - O & T Titles
 1.0 X           0 0 0
(219) Jerrold F Rosenbaum MD
See Schedule O - O & T Titles
 1.0 X           463,118 0 52,906
(220) David L Rosenbloom PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(221) Mark F Rounds MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(222) Marc S Rubin MD
See Schedule O - O & T Titles
 50.0 X     X     458,337 0 14,580
(223) Martin A Samuels MD
See Schedule O - O & T Titles
 1.0 X           499,945 0 49,285
(224) Isaac Schiff MD
See Schedule O - O & T Titles
 1.0 X           491,461 0 51,196
(225) Pieter Schiller
See Schedule O - O & T Titles
 1.0 X           0 0 0
(226) Frederick J Schoen MD PhD
See Schedule O - O & T Titles
 50.0 X   X       379,291 0 64,476
(227) Scott A Schoen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(228) Scott Schuster
See Schedule O - O & T Titles
 1.0 X           0 0 0
(229) Lee H Schwamm MD
See Schedule O - O & T Titles
 1.0 X           332,533 0 42,200
(230) Mark Schwartz
See Schedule O - O & T Titles
 1.0 X           0 0 0
(231) Steven E Seltzer MD
See Schedule O - O & T Titles
 50.0 X   X       554,880 0 68,801
(232) A Alan Semine MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(233) M Christian Semine MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(234) Phillip A Sharp PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(235) Hamilton N Shepley
See Schedule O - O & T Titles
 1.0 X           0 0 0
(236) Stanton K Shernan MD
See Schedule O - O & T Titles
 1.0 X           528,815 0 55,556
(237) J Dale Sherratt
See Schedule O - O & T Titles
 1.0 X           0 0 0
(238) Richard C Shipley
See Schedule O - O & T Titles
 1.0 X           0 0 0
(239) Jeffrey N Shribman Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(240) David Silbersweig MD
See Schedule O - O & T Titles
 1.0 X           534,500 0 52,279
(241) Eric S Silverman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(242) Richard N Silverman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(243) Shirley L Singleton
See Schedule O - O & T Titles
 1.0 X           0 0 0
(244) Ronald L Skates
See Schedule O - O & T Titles
 1.0 X           0 0 0
(245) J Jack Skowronski MD
See Schedule O - O & T Titles
 1.0 X           336,763 0 35,762
(246) Peter L Slavin MD MBA
See Schedule O - O & T Titles
 50.0 X   X       0 2,485,747 65,210
(247) Allen L Smith MD
See Schedule O - O & T Titles
 50.0 X   X       504,949 0 49,295
(248) Benjamin Smith MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(249) Raymond A Smith MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(250) W Lloyd Snyder III
See Schedule O - O & T Titles
 1.0 X           0 0 0
(251) Anne Q Spaulding
See Schedule O - O & T Titles
 1.0 X           0 0 0
(252) Josiah A Spaulding Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(253) Scott M Sperling
See Schedule O - O & T Titles
 1.0 X           0 0 0
(254) Gary A Spiess Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(255) John W Stakes III MD
See Schedule O - O & T Titles
 1.0 X           275,898 0 53,963
(256) Kathleen M Stansky
See Schedule O - O & T Titles
 1.0 X           0 0 0
(257) David JR Steele MD
See Schedule O - O & T Titles
 1.0 X           480,721 0 52,379
(258) Anne E Steer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(259) Jacquelynne M Stepanian
See Schedule O - O & T Titles
 1.0 X           0 0 0
(260) Judith R Stewart
See Schedule O - O & T Titles
 1.0 X           0 0 0
(261) David E Storto
See Schedule O - O & T Titles
 50.0 X   X       0 505,091 61,538
(262) David J Sugarbaker MD
See Schedule O - O & T Titles
 1.0 X           1,370,227 0 51,747
(263) Francene Sussner Rodgers
See Schedule O - O & T Titles
 1.0 X           0 0 0
(264) Thomas J Swan Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(265) Khalid Syed MD
See Schedule O - O & T Titles
 1.0 X           409,002 0 38,873
(266) Cynthia Taft
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(267) James D Taiclet
See Schedule O - O & T Titles
 1.0 X           0 0 0
(268) Robert E Tarpy MD
See Schedule O - O & T Titles
 1.0 X           43,647 0 0
(269) Elizabeth Taylor
See Schedule O - O & T Titles
 50.0 X   X       0 173,253 22,225
(270) Clare M Tempany-Afdhal MD
See Schedule O - O & T Titles
 1.0 X           413,695 0 64,555
(271) Henri A Termeer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(272) Dorothy A Terrell
See Schedule O - O & T Titles
 1.0 X           0 0 0
(273) David A Thomas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(274) Jeffrey S Thomas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(275) Richard D Thomson
See Schedule O - O & T Titles
 1.0 X           0 0 0
(276) Alexander L Thorndike
See Schedule O - O & T Titles
 1.0 X           0 0 0
(277) Thomas S Thornhill MD
See Schedule O - O & T Titles
 1.0 X           691,550 0 50,085
(278) David F Torchiana MD
See Schedule O - O & T Titles
 50.0 X   X       1,382,227 0 221,599
(279) Elyssa J Towers
See Schedule O - O & T Titles
 1.0 X           91,679 0 13,226
(280) David J Trull
See Schedule O - O & T Titles
 50.0 X   X       0 1,240,587 63,773
(281) Mary Ann Tynan
See Schedule O - O & T Titles
 1.0 X           0 0 0
(282) Frederick W Ulmer III
See Schedule O - O & T Titles
 1.0 X           0 0 0
(283) Charles A Vacanti MD
See Schedule O - O & T Titles
 50.0 X   X       612,520 0 52,820
(284) James Vaccaro
See Schedule O - O & T Titles
 1.0 X           0 0 0
(285) Carol A Vallone
See Schedule O - O & T Titles
 1.0 X           0 0 0
(286) Ron M Walls MD
See Schedule O - O & T Titles
 1.0 X           533,643 0 52,314
(287) Andrew L Warshaw MD
See Schedule O - O & T Titles
 50.0 X     X     970,676 0 63,110
(288) Howard J Weinstein MD
See Schedule O - O & T Titles
 1.0 X           268,772 0 52,972
(289) David L Weltman
See Schedule O - O & T Titles
 1.0 X   X       0 0 0
(290) Karen Weston Hanesian Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(291) Rev Gloria E White-Hammond MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(292) Linda Whitlock
See Schedule O - O & T Titles
 1.0 X           0 0 0
(293) Anthony D Whittemore MD
See Schedule O - O & T Titles
 1.0 X           785,664 0 61,355
(294) Jessica Wolfe PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(295) John V Woodard Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(296) Stephen G Woodsum
See Schedule O - O & T Titles
 1.0 X           0 0 0
(297) John Wright MD
See Schedule O - O & T Titles
 1.0 X           552,216 0 48,622
(298) Stephen C Wright MD
See Schedule O - O & T Titles
 1.0 X           379,710 0 14,865
(299) Charles F Wu
See Schedule O - O & T Titles
 1.0 X           0 0 0
(300) Gwill York
See Schedule O - O & T Titles
 1.0 X           0 0 0
(301) Amy R Yunes
See Schedule O - O & T Titles
 50.0 X   X       50,104 0 10,829
(302) Ross D Zafonte DO
See Schedule O - O & T Titles
 1.0 X           558,795 0 52,824
(303) Michael J Zinner MD
See Schedule O - O & T Titles
 1.0 X           981,675 0 63,266
(304) Joshua L Abrams Esq
See Schedule O - O & T Titles
 50.0     X       0 150,344 38,712
(305) Tibby Allen
See Schedule O - O & T Titles
 1.0     X       0 0 0
(306) Elizabeth M Azano Esq
See Schedule O - O & T Titles
 50.0     X       0 120,537 25,380
(307) Sally Mason-Boemer
See Schedule O - O & T Titles
 50.0     X       0 598,632 62,316
(308) Jean M Boyle Esq
See Schedule O - O & T Titles
 50.0     X       0 151,730 23,133
(309) David J Burke
See Schedule O - O & T Titles
 50.0     X       28,813 0 4,234
(310) Brian F Chiango
See Schedule O - O & T Titles
 50.0     X       322,182 0 51,364
(311) Amy Casey Connolly
See Schedule O - O & T Titles
 50.0     X       98,615 0 30,781
(312) Richard Cornell
See Schedule O - O & T Titles
 50.0     X       226,743 0 43,893
(313) Paul G Cushing Esq
See Schedule O - O & T Titles
 50.0     X       0 222,397 57,807
(314) Joan E Elias Esq
See Schedule O - O & T Titles
 50.0     X       0 221,303 50,634
(315) Karen Flaherty
See Schedule O - O & T Titles
 50.0     X       178,274 0 57,017
(316) Naomi Bass Grace Esq
See Schedule O - O & T Titles
 50.0     X       0 113,293 34,741
(317) James L Heffernan
See Schedule O - O & T Titles
 50.0     X       427,513 0 55,042
(318) John R Higham Esq
See Schedule O - O & T Titles
 50.0     X       0 264,878 54,861
(319) William C Johnston
See Schedule O - O & T Titles
 50.0     X       379,144 0 50,203
(320) Katherine M Kneeland Esq
See Schedule O - O & T Titles
 50.0     X       0 244,546 36,263
(321) David Lagasse
See Schedule O - O & T Titles
 50.0     X       0 267,312 56,102
(322) Timothy P Lynch
See Schedule O - O & T Titles
 50.0     X       199,807 0 10,924
(323) Harvey Mamon MD
See Schedule O - O & T Titles
 50.0     X       436,912 0 48,303
(324) David McCready
See Schedule O - O & T Titles
 50.0     X       259,855 0 48,435
(325) Gilbert H Mudge MD
See Schedule O - O & T Titles
 50.0     X       386,852 0 49,127
(326) Rachel Scheer Wasserstrom
See Schedule O - O & T Titles
 50.0     X       183,717 0 34,274
(327) Mary Shaughnessy
See Schedule O - O & T Titles
 50.0     X       0 302,549 55,640
(328) Joan C Stoddard Esq
See Schedule O - O & T Titles
 50.0     X       0 266,475 55,048
(329) Gerard P Walsh
See Schedule O - O & T Titles
 50.0     X       204,909 0 44,015
(330) David B Wright Esq
See Schedule O - O & T Titles
 50.0     X       0 204,791 36,172
(331) Thomas H Aretz MD
Vice President - PHMI
 50.0       X     0 414,915 55,094
(332) Dennis Ausiello MD
Physician-In-Chief - GHC
 50.0       X     844,723 0 52,786
(333) Ulrike Berzau
Vice President - SRH
 50.0       X     172,608 0 28,273
(334) Barbara E Bierer MD
Sr. Vice President - BWH
 50.0       X     474,861 0 63,619
(335) Rebecca Blair
Vice President - FH
 50.0       X     0 295,642 50,987
(336) Elaine L Bridge
Sr. Vice President - NWH
 50.0       X     0 335,791 53,741
(337) Franklin R Bringhurst MD
Sr. Vice President - GHC
 50.0       X     666,453 0 51,496
(338) James Ellison MD
Medical/Clinical Director - MC
 50.0       X     204,640 0 55,465
(339) Joanne M Fucile
CNO - PCC
 50.0       X     200,823 0 25,153
(340) Mary Jo Gagnon
Sr. Vice President - NSMC
 50.0       X     0 235,476 40,652
(341) Joseph Gold MD
CMO - MCL
 50.0       X     344,234 0 57,447
(342) Michele Gougeon MSc
Exec. Vice President & COO - M
 50.0       X     310,797 0 62,860
(343) Judy Hayes
Vice President - FH
 50.0       X     348,209 0 45,420
(344) Mairead Hickey PhD RN
COO & Executive VP - BWH
 50.0       X     596,768 0 64,276
(345) Patrick Jordan
COO - NWH
 50.0       X     0 386,045 66,465
(346) Gregg S Meyer MD
Sr. Vice President - GHC
 50.0       X     623,941 0 53,606
(347) Frederick Millham MD
Chief of Surgery - NWH
 50.0       X     433,040 0 39,076
(348) Ellen Moloney
Sr. Vice President - NWH
 50.0       X     0 281,181 44,796
(349) Britain W Nicholson MD
Sr. Vice President & CMO - GHC
 50.0       X     688,379 0 51,062
(350) Beatrice Thibedeau
Sr. Vice President - NSMC
 50.0       X     0 275,002 39,250
(351) Thomas Gill MD
Surgeon
 50.0         X   1,580,472 0 52,607
(352) Neeraj Kohli MD
Surgeon
 50.0         X   1,444,986 0 51,341
(353) Scott D Martin MD
Surgeon
 50.0         X   1,416,557 0 48,844
(354) Christopher S Ogilvy MD
Surgeon
 50.0         X   1,490,240 0 51,355
(355) Jon P Warner MD
Surgeon
 50.0         X   1,979,535 0 50,742
(356) Diane R Pearl MD
See Schedule O - O & T Titles
 1.0 X           292,781 0 54,824
(357) Sylvia Sather Getman
Former President - NCH
 50.0           X 269,948 0 15,376
(358) Arthur J Bowes
Former Sr. Vice Pres. - NSMC
 50.0           X 0 258,795 50,605
(359) Christopher Clark Esq
Former Secretary - MGH, GHC
 50.0           X 0 285,006 61,435
(360) Bruce Cohen MD PhD
Former President - MCL
 50.0           X 337,692 0 61,049
(361) S Bruce Dowton MD
Former COO - PHMI
 50.0           X 0 451,119 65,053
(362) Joel Heller MD
Former Dept. Chair - NSPG
 50.0           X 418,117 0 35,861
(363) Valerie Hunt
Former Sr. Vice Pres. - NSMC
 50.0           X 0 226,994 22,010
(364) Jeanette Ives-Erickson MSN RN
Former Sr. Vice Pres. - GHC
 50.0           X 530,072 0 55,661
(365) Virginia Mirisola
Former Vice Pres. - SKRH
 50.0           X 0 177,078 43,830
(366) Carol Sim
Former President - RHCI
 50.0           X 0 270,006 32,524
(367) Kathleen E Walsh
Former COO - BWH
 50.0           X 107,813 0 16,896
(368) Judith C Waterston
Former President - RHCI
 50.0           X 0 276,211 0
(369) Michael E Conklin Jr
Former VP of Finance - FH
 50.0           X 0 532,646 20,618
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 57,405,342 27,830,604 9,109,214
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet8,701
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Turner Construction Co
855 Boylston Street
BOSTON,MA02114 		Construction Svcs 150,863,573
Walsh Brothers
210 Commercial Steet
BOSTON,MA02109 		Construction Svcs 35,578,155
William A Berry Son Inc
99 Conifer Hill Drive
DANVERS,MA01923 		Construction Svcs 33,384,131
Blue Cross Blue Shield of Massachus
41 Park Drive
BOSTON,MA02215 		Medical Claims Svcs 21,013,980
Angelica Textile Services
30 Innerbelt Road
SOMERVILLE,MA02143 		Laundry Services 18,673,633
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet542
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 15,962,688
d Related organizations...1d 647,325,269
e Government grants (contributions)1e 390,224,075
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,483,862,139
g Noncash contributions included in lines 1a-1f:$ 7,086,992
h Total. Add lines 1a-1f.......MediumBullet 2,537,374,171
Program Service Revenue Business Code
2a PATIENT CARE AND RELATED SERVICES 621,990 6,656,210,837 6,656,210,837    
b AMBULANCE INCOME 621,910 2,426,322 2,426,322    
c RESEARCH AND EDUCATION REVENUE 541,700 17,561,883 17,561,883    
d ADMINISTRATIVE FEES 561,000 23,241,938 22,024,264 1,217,674  
e DAYCARE TUITION 624,410 801,011 801,011    
f All other program service revenue . 1,006,068 1,006,068    
g Total. Add lines 2a–2f........MediumBullet 6,701,248,059
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 64,400,326     64,400,326
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 18,522,155     18,522,155
(i) Real (ii) Personal
6a Gross Rents 35,801,489  
b Less: rental expenses    
c Rental income or (loss) 35,801,489  
d Net rental income or (loss).......MediumBullet 35,801,489   9,584,409 26,217,080
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 207,947,513  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 207,947,513  
d Net gain or (loss)..........MediumBullet 207,947,513   -1,075,477 209,022,990
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 1,406,942
b Less: direct expenses ...b 4,426,974
c Net income or (loss) from fundraising events..MediumBullet -3,020,032   -3,020,032
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 4,330
b Less: direct expenses ...b 6,460
c Net income or (loss) from gaming activities...MediumBullet -2,130   -2,130  
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a PARKING INCOME 812,930 46,144,480     46,144,480
b CAFETERIA INCOME 722,210 24,142,267     24,142,267
c CONSULTING SERVICES 541,900 257,446   96,333 161,113
d All other revenue .... 3,814,636   3,814,636  
e Total. Add lines 11a–11d ......MediumBullet 74,358,829
12 Total revenue. See Instructions....MediumBullet 9,636,630,380 6,700,030,385 13,635,445 385,590,379
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 786,189,080 786,189,080
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 61,140,615   61,140,615  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 3,844,243,852 3,513,128,904 309,516,124 21,598,824
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 232,737,512 211,662,353 21,075,159  
9 Other employee benefits ....... 648,278,250 581,431,557 59,907,993 6,938,700
10 Payroll taxes ........... 191,772,678 172,080,424 19,692,254  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 11,349,548 9,957,391 1,358,875 33,282
c Accounting ........... 88,069 63,546 24,523  
d Lobbying ........... 5,622 5,139 483  
e Professional fundraising. See Part IV, line 17.. 774,140 774,140
f Investment management fees ...... 0      
g Other .......... 751,056,721 661,277,265 85,730,060 4,049,396
12 Advertising and promotion .... 16,103,078 12,713,879 2,153,843 1,235,356
13 Office expenses ....... 1,080,586,138 974,611,107 103,858,009 2,117,022
14 Information technology ...... 33,668,233 30,598,274 3,033,437 36,522
15 Royalties .. 0      
16 Occupancy ........... 300,457,043 270,669,620 28,058,326 1,729,097
17 Travel ............ 29,594,601 26,894,325 1,964,210 736,066
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 6,791,695 6,240,740 525,409 25,546
20 Interest ........... 66,842,896 49,682,709 17,160,187  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 340,517,718 298,698,559 41,802,137 17,022
23 Insurance .............. 84,569,171 77,248,846 7,320,325  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a MEALS 22,694,016 19,319,431 2,243,580 1,131,005
b NON-PATIENT BAD DEBT EXPENSE 3,847,555 3,323,472 524,083  
c NON CAPITAL EQUIPMENT 12,588,070 11,362,257 1,223,704 2,109
d OTHER RESEARCH EXPENSES 361,554,455 361,446,860 61,222 46,373
e FREE CARE CHARGED TO FUNDS 7,648,852 7,306,081 342,771  
f All other expenses 236,445,653 210,886,946 24,265,542 1,293,165
25 Total functional expenses. Add lines 1 through 24f 9,131,545,261 8,296,798,765 792,982,871 41,763,625
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 482,505,617 2 347,701,326
3 Pledges and grants receivable, net ......... 368,496,742 3 423,126,250
4 Accounts receivable, net ......... 758,125,906 4 767,387,184
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 174,952
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 14,113,441 7 13,381,148
8 Inventories for sale or use .............. 33,160,333 8 37,818,467
9 Prepaid expenses and deferred charges ............ 60,841,650 9 62,862,383
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,007,279,439
b Less: accumulated depreciation. ..... 10b 2,499,136,844 3,367,278,917 10c 3,508,142,595
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 4,767,803,916 12 5,108,058,875
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 863,770,359 15 845,370,081
16 Total assets. Add lines 1 through 15 (must equal line 34)... 10,716,096,881 16 11,114,023,261
Liabilities 17 Accounts payable and accrued expenses . 1,744,780,056 17 2,021,671,976
18 Grants payable ..........   18  
19 Deferred revenue .......... 22,669,787 19 0
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 2,318,475,446 25 2,421,456,338
26 Total liabilities. Add lines 17 through 25..... 4,085,925,289 26 4,443,128,314
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 4,664,389,161 27 4,755,802,674
28 Temporarily restricted net assets ..... 1,471,992,838 28 1,379,449,886
29 Permanently restricted net assets ..... 493,789,593 29 535,642,387
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 6,630,171,592 33 6,670,894,947
34 Total liabilities and net assets/fund balances ..... 10,716,096,881 34 11,114,023,261
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
9,636,630,380
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
9,131,545,261
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
505,085,119
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
6,630,171,592
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-464,361,764
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
6,670,894,947
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) PARTNERS HEALTHCARE SYSTEM INC
  		043230035 0 Yes   Yes   Yes   0
(2) THE MASSACHUSETTS GENERAL HOSPITAL
  		041564655 0 Yes   Yes   Yes   0
(3) NANTUCKET COTTAGE HOSPITAL INC
  		042103823 0 Yes   Yes   Yes   0
(4) THE MCLEAN HOSPITAL CORPORATION
  		042697981 0 Yes   Yes   Yes   0
(5) THE BRIGHAM AND WOMEN'SFAULKNER HOSPITALS INC
  		042312909 0 Yes   Yes   Yes   0
(6) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC
  		043466314 0 Yes   Yes   Yes   0
(7) THE BRIGHAM AND WOMEN'S HOSPITAL INC
  		042312909 0 Yes   Yes   Yes   0
(8) FAULKNER HOSPITAL INC
  		042768256 0 Yes   Yes   Yes   0
(9) PARTNERS HOME CARE INC
  		042918280 0 Yes   Yes   Yes   0
(10) THE SPAULDING REHABILITATION HOSPITAL CORPORATION INC
  		042551124 0 Yes   Yes   Yes   0
(11) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS INC
  		043071419 0 Yes   Yes   Yes   0
(12) SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL INC
  		043067082 0 Yes   Yes   Yes   0
(13) FRC INC
  		222632121 0 Yes   Yes   Yes   0
(14) THE NORTH SHORE MEDICAL CENTER INC
  		043399616 0 Yes   Yes   Yes   0
(15) NEWTON-WELLESLEY HOSPITAL INC
  		042103611 0 Yes   Yes   Yes   0
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (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.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (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. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (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.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (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 IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Entity: Partners Harvard Medical International, Inc. (i) Name of Supported Organization: Patners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: The MGH Health Services Corporation (i) Name of Supported Organization: The Massachusetts General Hospital (ii) EIN: 04-1564655 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Nantucket Cottage Hospital Foundation, Inc. (i) Name of Supported Organization: Nantucket Cottage Hospital, Inc. (ii) EIN: 04-2103823 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: McLean HealthCare, Inc. (i) Name of Supported Organization: The McLean Hospital Corporation (ii) EIN: 04-2697981 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: McLean HealthCare, Inc. (i) Name of Supported Organization: Patners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: McLean HealthCare, Inc. (i) Name of Supported Organization: The Massachusetts General Hospital (ii) EIN: 04-1564655 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Biosciences Research Foundation, Inc. (i) Name of Supported Organization: The Brigham and Women's/Faulkner Hospitals, Inc. (ii) EIN: 04-2921338 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: BWH Research, Inc. (i) Name of Supported Organization: The Brigham and Women's/Faulkner Hospitals, Inc. (ii) EIN: 04-2921338 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Brigham Pathology Research and Education Foundation, Inc. (i) Name of Supported Organization: Brigham and Women's Physicians Organization, Inc. (ii) EIN: 04-3466314 (iii) Type of Organization: 09 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Brigham Radiology Research and Education Foundation, Inc. (i) Name of Supported Organization: The Brigham and Women's Hospital, Inc. (ii) EIN: 04-2312909 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Brigham Medical Research and Education Foundation, Inc. (i) Name of Supported Organization: Brigham and Women's Physicians Organization, Inc. (ii) EIN: 04-3466314 (iii) Type of Organization: 09 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Brigham Medical Research and Education Foundation, Inc. (i) Name of Supported Organization: The Brigham and Women's Hospital, Inc. (ii) EIN: 04-2312909 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: The Friends of the Brigham and Women's Hospital, Inc. (i) Name of Supported Organization: The Brigham and Women's Hospital, Inc. (ii) EIN: 04-2312909 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Faulkner Breast Centre, Inc. (i) Name of Supported Organization: Faulkner Hospital, Inc. (ii) EIN: 04-2768256 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Faulkner Community Medical Corporation (i) Name of Supported Organization: Faulkner Hospital, Inc. (ii) EIN: 04-2768256 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: West Roxbury Medical Group, Inc. (i) Name of Supported Organization: Faulkner Hospital, Inc. (ii) EIN: 04-2768256 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Partners Continuing Care, Inc. (i) Name of Supported Organization: Partners Home Care, Inc. (ii) EIN: 04-2918280 (iii) Type of Organization: 09 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Partners Continuing Care, Inc. (i) Name of Supported Organization: The Spaulding Rehabilitation Hospital Corporation, Inc. (ii) EIN: 04-2551124 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Partners Continuing Care, Inc. (i) Name of Supported Organization: Rehabilitation Hospital of the Cape and Islands, Inc. (ii) EIN: 04-3071419 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Partners Continuing Care, Inc. (i) Name of Supported Organization: Shaughnessy-Kaplan Rehabilitation Hospital, Inc. (ii) EIN: 04-3067082 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Partners Continuing Care, Inc. (i) Name of Supported Organization: FRC, Inc. (ii) EIN: 22-2632121 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: North Shore Physicians Group, Inc. (i) Name of Supported Organization: The North Shore Medical Center, Inc. (ii) EIN: 04-3399616 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Newton-Wellesley Health Care System, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Newton-Wellesley Health Care System, Inc. (i) Name of Supported Organization: Newton-Wellesley Hospital, Inc. (ii) EIN: 04-2103611 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Newton-Wellesley Ambulatory Services, Inc (i) Name of Supported Organization: Newton-Wellesley Hospital, Inc. (ii) EIN: 04-2103611 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: NSMC HealthCare, Inc. (i) Name of Supported Organization: The North Shore Medical Center, Inc. (ii) EIN: 04-3399616 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: NSMC HealthCare, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
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
2010
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
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 in the heading of its
Form 990-EZ, or on 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) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return 		Employer identification number

90-0656139
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return 		Employer identification number

90-0656139
Part II
Noncash Property (see Instructions)
     
(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) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return 		Employer identification number

90-0656139
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating 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 $  
(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) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
5,622
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
5,622
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Lobbying Expenses Part II-B THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 2,202,570,127 2,025,646,442 2,094,539,134
b Contributions ........ 40,975,068 24,906,244 15,463,731
c Investment earnings or losses ... 32,285,633 201,220,804 21,988,514
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		84,056,704 49,203,053 106,644,937
f Administrative expenses ....      
g End of year balance ...... 2,191,774,124 2,202,570,437 2,025,346,442
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet36.000 %
b
Permanent endowment: SchDMd Bullet64.000 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   127,254,684 127,254,684
b Buildings ................   4,311,389,186 1,852,043,106 2,459,346,080
c Leasehold improvements ............   220,032,000 110,216,136 109,815,864
d Equipment ................   1,063,782,095 532,195,214 531,586,882
e Other .................   284,821,472 4,682,387 280,139,085
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 3,508,142,595
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) INV IN PARTNERS POOLED ACCTS 		4,910,499,648 F

(B) INVESTED CASH EQUIVALENTS 		22,624,026 F

(C) EQUITIES 		114,680,132 F

(D) US GOVT & OTHER FIXED INC SEC 		28,503,033 F

(E) PRIVATE PARTNERSHIPS & OTHER 		31,752,036 F




Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 5,108,058,875
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEF FINANCING/ACQUIS COSTS 1,324,502
(2) INVESTMENT IN PARTNERSHIPS 0
(3) CASH SURR VALUE OF LIFE INS 8,084,724
(4) DUE FROM AFFILIATES 74,991,508
(5) CONTRIBUTIONS REC FROM TRUST 5,577,737
(6) INV IN NET ASSESTS OF AFFIL 742,267,866
(7) OTHER ASSETS 13,123,744


Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 845,370,081
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
DUE TO AFFILIATES 204,130,023
PARTNERS HEALTHCARE SYSTEM CAP 1,951,577,614
CAPITAL LEASE OBLIGATIONS 2,962,018
DUE TO 3RD PARTY PAYORS 6,577,154
CURRENT PORTION OF SETTLEMENT 95,139,932
UNEXPENDED FUNDS ON RESEARCH G 161,069,597



Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,421,456,338
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 9,636,630,380
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 9,131,545,261
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 505,085,119
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 505,085,119
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Intended Use of Endowments Part V, Line 4 The endowment funds of Partners HealthCare System, Inc. and Affiliates are used in furtherance of the Organization's tax-exempt mission.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     Program Services PAT. CARE, RES. & EDUC 289,221
Central America and the Caribbean     Program Services JOINTLY OWNED FOR INS 17,606,876
East Asia and the Pacific 1   Program Services PAT. CARE, RES. & EDUC 2,029,145
Europe (Including Iceland and Greenland)     Program Services PAT. CARE, RES. & EDUC 8,958,980
Middle East and North Africa     Program Services PAT. CARE, RES. & EDUC 479,142
North America     Program Services PAT. CARE, RES. & EDUC 10,619,360
Russia and the Newly Independent States     Program Services PAT. CARE, RES. & EDUC 137,138
South America     Program Services PAT. CARE, RES. & EDUC 644,045
South Asia     Program Services PAT. CARE, RES. & EDUC 1,542,422
Sub-Saharan Africa     Program Services PAT. CARE, RES. & EDUC 3,741,772
           
           
           
           
           
           
           
3a Sub-total ..... 1   46,048,101
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1   46,048,101
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
Accounting method Part I, Line 3 The organization uses the book value method to report foreign expenditures to be consistent with the reporting used for the financial statements.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Mark A Edwards Company Fundraising Strategy   No 0 225,357 0
Wayland Group Fundraising Strategy   No 0 163,098 0
Eve K Nichols Fundraising Strategy   No 0 140,487 0
Rafanelli Events Fundraising Strategy   No 1,629,856 69,800 1,560,056
Bentz Whaley Flessner Fundraising Strategy   No 0 67,834 0
Wein Associates Fundraising Strategy   No 0 56,920 0
Galler Group Fundraising Strategy   No 800,000 34,519 765,481
Prospero Group Fundraising Strategy   No 512,580 10,101 502,479
Davenport Barr-Planned G Fundraising Strategy   No 0 6,024 0
Total .................right arrow 2,942,436 774,140 2,828,016
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
FL, MD, MA, NH, NJ, NY, NC, OH, PA, VA
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Pops
(event type) 		(b) Event #2

MGH Run Home B.
(event type) 		(c) Other Events

116
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,519,131 1,159,004 13,540,062 17,218,197
2 Less: Charitable
contributions . . . 		2,372,326 1,158,959 12,283,695 15,814,980
3 Gross income (line 1
minus line 2) . . . 		146,805 45 1,256,367 1,403,217
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Non-cash prizes . . 32,889 0 38,680 71,569
6 Rent/facility costs . . 41,442 0 451,872 493,314
7 Food and beverages . . 181,942 0 1,033,253 1,215,195
8 Entertainment . . . 285,540 0 42,284 327,824
9 Other direct expenses . 378,056 0 1,866,362 2,244,418
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 4,352,320
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -2,949,103
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
125 Nashua Street
Boston,MA02114
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    125,413,452 30,512,863 94,900,589 1.380 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    568,096,897 419,982,549 148,114,348 2.160 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     0 0 0  
dTotal Charity Care and
Means-Tested Government Programs ..... 		    693,510,349 450,495,412 243,014,937 3.540 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    56,701,302 7,062,657 49,638,645 0.720 %
f Health professions education
(from Worksheet 5) .. 		    220,888,027 53,529,092 167,358,934 2.440 %
g Subsidized health services
(from Worksheet 6) .. 		    29,400,000 0 29,400,000 0.430 %
h Research (from Worksheet 7)     1,326,482,290 0 1,326,482,290 19.350 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    1,763,290 0 1,763,290 0.030 %
jTotal Other Benefits ...     1,635,234,909 60,591,749 1,574,643,159 22.970 %
kTotal. Add lines 7d and 7j. ..     2,328,745,258 511,087,161 1,817,658,096 26.510 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
20,070,877
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
 
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
1,120,259,921
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,278,419,198
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-158,159,277
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?11
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		X X X X   X X    
2 The Brigham and Women's Hospital Inc
75 Francis Street
Boston,MA02115 		X X X X   X X    
3 North Shore Medical Center Inc
81 Highland Avenue
Salem,MA01970 		X X X X   X X    
4 Newton-Wellesley Hospital
2014 Washington Street
Newton,MA02162 		X X X X     X    
5 Faulkner HospitalInc
1153 Centre Street
Jamaica Plains,MA02130 		X X   X   X X    
6 McLean Hospital
115 Mill Street
Belmont,MA02478 		X     X   X      
7 Spaulding Rehabilitation Hospital
125 Nashua Street
Boston,MA02114 		X               rehab. facility
8 Shaughnessy-Kaplan Rehabilitation Hosp
Dove Avenue
Salem,MA01970 		X               rehab. facility
9 Rehabilitation Hospital of the Cape
311 Service Road
East Sandwich,MA02537 		X               rehab. facility
10 Nantucket Cottage Hospital
57 Prospect Street
Nantucket,MA02554 		X       X   X    
11 Spaulding Hospital - Cambridge Inc
1575 Cambridge Street
Cambridge,MA02138 		X               rehab. facility
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Massachusetts General Hospital
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:The Brigham and Women's Hospital Inc
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:North Shore Medical Center Inc
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Newton-Wellesley Hospital
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Faulkner HospitalInc
Line Number of Hospital Facility (from Schedule H, Part V, Section A):5

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:McLean Hospital
Line Number of Hospital Facility (from Schedule H, Part V, Section A):6

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Spaulding Rehabilitation Hospital
Line Number of Hospital Facility (from Schedule H, Part V, Section A):7

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Shaughnessy-Kaplan Rehabilitation Hosp
Line Number of Hospital Facility (from Schedule H, Part V, Section A):8

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Rehabilitation Hospital of the Cape
Line Number of Hospital Facility (from Schedule H, Part V, Section A):9

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Nantucket Cottage Hospital
Line Number of Hospital Facility (from Schedule H, Part V, Section A):10

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Spaulding Hospital - Cambridge Inc
Line Number of Hospital Facility (from Schedule H, Part V, Section A):11

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?1
Name and address Type of Facility (Describe)
1 Partners Home Care Inc
281 Winter Street
Waltham,MA02451 		Home health care provider
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Part I, Line 3c: Part I, Line 3c: Partners' hospitals (the Hospital) are tax-exempt entities, whose underlying mission is to provide services to all in need of medical care. Its hospitals maintain an "open door" policy and do not discriminate on the basis of race, color, national origin, citizenship, alienage, religion, creed, gender, sexual preference, age, or disability.
Part I, Line 6b: Part I, Line 6b: Partners hospitals file their annual community benefit report with the Attorney General of Massachusetts. http://www.cbsys.ago.state.ma.us/healthcare/hccbar.asp
Part I, Line 7g: Part I, Line 7g: The subsidized health services do not include costs associated with physician clinics.
Part I, Line 7, column (f): Part I, Line 7, column (f): The bad debt expense subtracted from total expenses for purposes of calculating the percentage column = $65,888,813.
Part I, Line 7: Part I, Line 7: The amounts reported on the charity care and other community benefits table were calculated using the best available data using a cost accounting system or a cost to charge ratio. In most cases, a cost accounting system was used and the system addresses all patient segments and directly assigns costs to individual services.
Part III, Line 4: Part III, Line 4: The cost of bad debt was calculated using the best available data which included a cost accounting system or a cost to charge ratio. The patient liability is reduced by all payments and insurance contractual adjustments. Previously applied patient discounts are reversed prior to placement in bad debt if the patient does not pay after the prescribed collection process or if the patient reneges on a previously agreed payment schedule. In addition to free care and inadequate funding from the Medicaid and Medicare programs, there are significant losses related to self-pay patients who fail to make payment for services rendered or insured patients who fail to remit co-payments and deductibles as required under the applicable health insurance arrangement. The provision of bad debts of $101,118,000 in 2011 and $117,140,000 in 2010 represents charges for services provided that are deemed to be uncollectible. The previously reported provision for bad debts of $119,861,000 has been reclassified, with $117,140,000 reported as a reduction to net patient service revenue and $2,721,000 reported as an increase to supplies and other expenses. The estimated cost of providing these services was approximately $38,252,000 and $44,791,000 for 2011 and 2010, respectively.
Part III, Line 8: Part III, Line 8: All costs reported on the Medicare cost report have been determined in accordance with Medicare cost-finding principles. Costs allocable to Medicare patients are limited to certain services and derived in a number of ways, including average cost per day times Medicare days and ratio of cost to charges applied to charges for ancillary services provided to Medicare beneficiaries. The determination of allowable costs via the Medicare cost report excludes the cost and revenue associated with certain services, limits the costs recognized for other services and excludes certain costs of doing business. In addition, the Medicare cost report methodology does not allocate costs to Medicare beneficiaries as precisely as cost accounting systems, which, for example, account for the more intensive nursing care Medicare beneficiaries often require. Taking these factors into account, total revenue received and the full and accurate cost associated with all Medicare services are $1,185,166,648 and $1,489,713,010 respectively, resulting in a total Medicare shortfall of $304,546,362. Finally, the Medicare cost report excludes Medicare beneficiaries enrolled in Managed Care Plans (Part C), for which there is a shortfall of $40,692,357. Losses on the provision of care to Medicare patients should be considered community benefit because they represent a direct subsidy to the federal government by hospitals to cover the cost of care in excess of Medicare reimbursement. Providing care for the elderly and serving Medicare patients is an essential part of the community benefit standard.
Part III, Line 9b: Part III, Line 9b: Per Massachusetts regulation, patients who have been qualified as "Low Income" by applying for one of several programs including MassHealth, CommonHealth, Commonwealth Care or Health Safety Net are exempt from collection practices. The Hospital will take reasonable steps to ensure that no collection actions, including telephone calls, statements or letters, are initiated for those patient balances that may be exempt from collection action by regulation, including patients determined to be "Low Income" by the Office of Medicaid, or enrolled in Mass Health, CMSP with a family income of under 401% of the FPG, EAEDC, Healthy Start or Center Care excepting those deductibles and copayments determined by those programs to be a patient responsibility. If it is determined that a patient was enrolled in one of those categories then all collection actions (except applicable co-payments and deductibles) with the patient will be closed for services that occurred during the patient's period of eligibility. Collection actions will also cease for as long as the patient is determined to be "Low Income" if the balance is from a period when the patient was not enrolled in a qualifying program. The Hospital may continue to send letters requesting information or action by the patient to resolve coverage and/or eligibility issues with a primary payer, Workers Compensation Program or to obtain any Third Party Liability or MVA carrier information.
Needs assessment: Part VI, Line 2: Partners Community Health is currently compiling a Community Health Assessment (CHA) in collaboration with Health Resources in Action, The Boston Public Health Commission, and the MA Dept. of Public Health.
Patient Education of Eligibility for Assistance: Part VI, Line 3: Patient education of eligibility assistance - The Hospital will seek to identify patients who may be uninsured or inadequately insured in order to provide counseling and assistance. The Hospital will provide financial counseling to these patients and their families, including screening for eligibility for other sources of coverage, such as government programs, and providing information regarding all acceptable methods of payment of the Hospital bill. The Hospital will encourage patients who are potentially eligible for coverage by MassHealth, Children's Medical Security Plan, Healthy Start, Commonwealth Care, Commonwealth Choice, the Health Safety Net, or other government programs to apply for coverage and shall assist the patient in applying for benefits. Patients may also apply for and be approved for coverage by the HSN for coinsurance or other deductibles not covered by their primary insurance plan. The Hospital will post a notice (signs) of the availability of financial assistance programs and describe where to go to for assistance in the following locations: 1. Inpatient, clinic, emergency department, and community health center admission and/or registration areas; 2. Financial Counseling waiting areas 3. Central admission/registration areas that are open to patients 4. Business office waiting areas that are open to patients Signs will be translated into other languages to the extent that the language is the primary language of more than 10% of residents in the Hospital's service. Signs will generally be posted in English and Spanish. Posted signs will be clearly visible and legible to patients visiting these areas. The Partners Financial Assistance Policy and Partners Uninsured Patient Discount Policy will also be made available to patients as required to ensure that all patients are aware of the availability of assistance.
Community Information: Part VI, Line 4: Communities served Partners' hospitals work to provide care in all corners of the world - locally, nationally and globally - by partnering with underserved communities to build, improve and sustain health care delivery and healthier communities. Below are some of the communities and target populations served: Boston residents experiencing health disparities Medically underserved and/or low income women and other residents in priority communities like Mission Hill, Roxbury, Jamaica Plain, Dorchester and Mattapan Victims of domestic violence Individuals who are HIV positive (or at risk of HIV) Residents with disproportionately lower rates of colorectal cancer screening - with a focus on Hispanic/Latino residents Residents at greatest risk of and those living with heart disease Native Americans Boston youth and other special populations such as the elderly, homeless, immigrants, and refugees Charlestown - An independent-minded and geographically isolated community, Charlestown is the second smallest neighborhood in Boston, and has both the wealthiest and poorest residents in the City of Boston within it. Despite the disparities, the Charlestown community continues to make gains in preventing and treating substance abuse - the community's key goal. Chelsea - Home to a large population of immigrants and refugees, Chelsea seeks to improve access to and reduce disparities in health care. Revere - Revere is a close-knit coastal city located five miles north of Boston. Community goals include reducing substance abuse and violence, and improving healthy living. Low-income individuals living on the North Shore (Lynn, Salem and surrounding communities)
Promotion of Community Health: Part VI, Line 5: Partners' hospitals are working to develop a process to quantify the expenditures associated with the various community building activities to be reported in Part II. Below is a description of some of these activities that took place during the reporting period. Workforce Development Through career pipelines for young people, adult community residents, and incumbent workers, Partners creates employment opportunities for individuals and contributes to the economic health of communities in which they live. Pipeline programs are also designed to address the need for a high quality, diverse workforce that reflects the diversity of the population served by Partners' clinical facilities. Workforce diversity both contributes to patient care excellence and creates economic opportunities for diverse communities that in turn reduce racial and ethnic disparities in health and health care. Pipeline programs are developed and implemented in many places within Partners. Individual hospitals have created a number of pipeline programs for both youth and incumbent workers. Many departments have instituted career ladders that are based on identified competencies; these ladders document paths for advancement and provide wage increases as employees progress. System-wide initiatives include the Health Care Training and Employment Program, the Allied Health Initiative, and the Clinical Leadership Development for Diversity in Nursing. Partnerships with community-based organizations, colleges and universities, public sector agencies, and the philanthropic community are a critical component of pipeline development. Collaborations not only inform program design but also expand the capacity of partner organizations to effectively address the needs of job seekers, incumbent workers, and employers. The Hospital's governing body is comprised of community leaders who are guided by the mission to deliver excellence in patient care, advance that care through innovative research and education and improve the health and well-being of the diverse communities served. Surplus funds are used to further the organization's tax exempt missions of patient care, teaching and research.
Affiliated Health Care System: Part VI, Line 6: Each of the hospitals that comprise the Partners network has a community benefit planning and service delivery structure. Each of these entities has filed a separate community benefit report. Coordinating activities on a system-wide basis is Matt Fishman, Vice President for Community Health for Partners HealthCare.
STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI MA,
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number
90-0656139
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Partners HealthCare System Inc800 Boylston Street
Boston,MA02199 		04-3230035 501(c)(3) 204,427,792       To develop an integ. health care system
(2) The Brigham and Women'sFaulkner Hospitals Inc75 Francis Street
Boston,MA02115 		04-2921338 501(c)(3) 179,170,918       To support 501(c)(3) tax-exempt parent
(3) Massachusetts General Hospital55 Fruit Street
Boston,MA02114 		04-1564655 501(c)(3) 207,352,752       To support 501(c)(3) tax-exempt parent
(4) The Spaulding Rehabilitation Hospital Corporation125 Nashua Street
Boston,MA02114 		04-2551124 501(c)(3) 48,757,666       Patient Care
(5) Spaulding Hospital - Cambridge Inc1575 Cambridge Street
Cambridge,MA02138 		27-0273715 501(c)(3) 1,156,866       Patient Care
(6) North Shore Medical Center81 Highland Avenue
Salem,MA01970 		04-3399616 501(c)(3) 23,009,500       Patient Care
(7) North Shore Physicians Group Inc81 Highland Avenue
Salem,MA01970 		04-3080484 501(c)(3) 6,305,985       Patient Care
(8) Newton-Wellesley HealthCare System Inc2014 Washington Street
Newton,MA02462 		20-4295282 501(c)(3) 33,222,857       To support 501(c)(3) tax-exempt parent
(9) Shaughnessy-Kaplan Rehabilitation HospitalDove Avenue
Salem,MA01970 		04-3067082 501(c)(3) 6,075,000       Patient Care
(10) The Brigham and Women's Hospital Inc75 Francis Street
Boston,MA02115 		04-2312909 501(c)(3) 22,768,007       Patient Care, Teaching & Research
(11) Newton-Wellesley Hospital Inc2014 Washington Street
Newton,MA02462 		04-2103611 501(c)(3) 6,842,814       Patient Care
(12) The General Hospital Corporation55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 1,226,372       Patient Care, Teaching & Research
(13) Faulkner Community Medical Corporation1153 Centre Street
Boston,MA02130 		04-3235613 501(c)(3) 1,076,340       Patient Care
(14) West Roxbury Medical Group Inc1153 Centre Street
Boston,MA02130 		04-3148310 501(c)(3) 1,469,290       Patient Care
(15) Partners Continuing Care Inc800 Boylston Street
Boston,MA02199 		26-0003495 501(c)(3) 3,949,994       To support 501(c)(3) tax-exempt parent
(16) McLean HealthCare Inc115 Mill Street
Belmont,MA02478 		20-4572876 501(c)(3) 6,786,028       To support 501(c)(3) tax-exempt parent
(17) Partners Home Care Inc281 Winter Street
Waltham,MA02451 		04-2918280 501(c)(3) 2,695,700       Patient Care
(18) Northeastern University360 Huntington Avenue
Boston,MA02115 		04-1679980 501(c)(3) 10,000       Community Benefit Program
(19) HAWC27 Congress Street
Salem,MA01970 		04-2655367 501(c)(3) 104,210       Community Benefit Program
(20) Boston Public Schools (Tobin Extended SchoolPOBox 6246
Boston,MA02114 		04-2080791 501(c)(3) 131,848       Community Benefit Program
(21) Beth Israel Deaconess Medical Center (Boston All)330 Brookline Avenue
Boston,MA02215 		04-2103881 501(c)(3) 75,000       Community Benefit Program
(22) Girls Incorporated of Lynn50 High Street
Lynn,MA01902 		04-2104250 501(c)(3) 103,150       Community Benefit Program
(23) Health Resources in Action95 Berkeley Street
Boston,MA02116 		04-2229839 501(c)(3) 2,160,875       Community Benefit Program
(24) Community Action Programs Inter-city100 Everett Avenue
Chelsea,MA02150 		04-2428915 501(c)(3) 5,630       Community Benefit Program
(25) Ecumenical Social Action Committee3313 Washington St
Jamaica Pl,MA02130 		04-2455301 501(c)(3) 93,000       Community Benefit Program
(26) Mass League of Community Health Centers40 Court Street
Boston,MA02108 		04-2507409 501(c)(3) 1,300,000       Community Benefit Program
(27) Lynn Community Health Center269 Union Street
Lynn,MA01901 		04-2525066 501(c)(3) 4,024,515       Community Benefit Program
(28) Mattapan Community Health Center1425 Blue Hill Avenue
Mattapan,MA02126 		04-2544151 501(c)(3) 110,000       Community Benefit Program
(29) Mission Hill Health Movement1534 Tremont Street
Boston,MA02120 		04-2581620 501(c)(3) 75,000       Community Benefit Program
(30) North Shore Community Health27 Congress Street
Salem,MA01970 		04-2610447 501(c)(3) 253,485       Community Benefit Program
(31) Whittier Street Health Center Inc1125 Tremont Street
Roxbury,MA02120 		04-2619517 501(c)(3) 103,185       Community Benefit Program
(32) Employment Resources Inc90 Maple Street
Stoneham,MA02180 		04-2818828 501(c)(3) 76,750       Community Benefit Program
(33) Strongest Link AIDS Services Inc5 Federal Street
Danvers,MA01923 		04-3022390 501(c)(3) 29,150       Community Benefit Program
(34) Boston Health Care for the Homeless729 Massachusetts Avenue
Boston,MA02118 		04-3160480 501(c)(3) 505,000       Community Benefit Program
(35) Waltham Partnership for Youth119 School Street
Waltham,MA02451 		04-3399437 501(c)(3) 15,000       Community Benefit Program
(36) March of Dimes1275 Mamaroneck Ave
White Pl,NY10605 		13-1846366 501(c)(3) 7,500       Community Benefit Program
(37) American Heart Association7272 Greenville Avenue
Dallas,TX75231 		13-5613797 501(c)(3) 70,000       Community Benefit Program
(38) Boston MedFlightRobins Street
Hanscom AFB
Bedford,MA01730 		22-2582060 501(c)(3) 1,000,000       Community Benefit Program
(39) ROCA101 Park Street
Chelsea,MA02150 		22-3223641 501(c)(3) 35,000       Community Benefit Program
(40) North End Community Health Center332 Hanover Street
Boston,MA02113 		23-7089746 501(c)(3) 100,000       Community Benefit Program
(41) East Boston Health Center10 Gove Street
East Boston,MA02128 		23-7425849 501(c)(3) 1,400,000       Community Benefit Program
(42) Learn to Cope2 Meadowbrook Road
Raynham,MA02767 		26-0236431 501(c)(3) 18,750       Community Benefit Program
(43) Boston Public Health Commission1010 Massachusetts Avenue
Boston,MA02118 		04-3316655 501(c)(3) 1,220,000       Community Benefit Program
(44) Town of Winthrop1 Metcalf Square
Winthrop,MA02152 		  71,429       Community Benefit Program
(45) Nantucket Cottage Hospital57 Prospect Street
Nantucket,MA02554 		04-2103823 501(c)(3) 2,131,280       Patient Care
(46) Faulkner Hospital1153 Centre Street
Boston,MA02130 		04-2768256 501(c)(3) 100,000       Patient Care
(47) Brigham and Women's Physicians Org75 Francis Street
Boston,MA02115 		04-3466314 501(c)(3) 3,179,719       Patient Care
(48) Faulkner Breast Centre1153 Centre Street
Boston,MA02130 		04-3195325 501(c)(3) 395,961       Patient Care
(49) Newton-Wellesley Ambulatory Services2014 Washington Street
Newton,MA02462 		22-2560501 501(c)(3) 13,985       Patient Care
(50) Boston UniversityOne Silber Way 8th Floor
Boston,MA02215 		04-2103547 501(c)(3) 50,000       Community Benefit Program
(51) Concord HealthCare Center (Emerson Hosp)57 Old Road
Concord,MA01742 		04-2103565 501(c)(3) 10,000       Community Benefit Program
(52) Mount Auburn Hospital330 Mount Auburn Street
Cambridge,MA02138 		04-2103606 501(c)(3) 10,404       Community Benefit Program
(53) Boys & Girls Clubs of Boston50 Congress Street
Boston,MA02199 		04-2103922 501(c)(3) 23,777       Community Benefit Program
(54) West Suburban YMCA276 Church Street
Newton Center,MA02458 		04-2104783 501(c)(3) 6,500       Community Benefit Program
(55) Arthritis Foundation29 Crafts Street
Newton,MA02458 		04-2113261 501(c)(3) 5,500       Community Benefit Program
(56) United Way of Mass BayPO Box 51381
Boston,MA02205 		04-2382233 501(c)(3) 95,000       Community Benefit Program
(57) Springwell125 Walnut Street
Watertown,MA02472 		04-2616064 501(c)(3) 11,232       Community Benefit Program
(58) Boston Private Industry Council2 Oliver Street
Boston,MA02109 		04-2676661 501(c)(3) 12,500       Community Benefit Program
(59) Sociedad Latina1530 Tremont Street
Roxbury,MA02120 		04-2678255 501(c)(3) 42,700       Community Benefit Program
(60) Kenneth B Schwartz Center55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 6,000       Community Benefit Program
(61) Greater Lawrence Family Health Center34 Haverhill Street
Lawrence,MA01841 		04-2708824 501(c)(3) 133,391       Community Benefit Program
(62) Project Hope550 Dudley Street
Roxbury,MA02119 		04-2748880 501(c)(3) 124,353       Community Benefit Program
(63) Charlestown Youth Hockey AssociationPO Box 712
Charlestown,MA02129 		04-3040076 501(c)(3) 8,000       Community Benefit Program
(64) Community Foundation of Southeastern MA63 Union Street
New Bedford,MA02740 		04-3280353 501(c)(3) 35,340       Community Benefit Program
(65) Mission Hill Main Streets26 Court Street 9th Floor
Boston,MA02108 		04-3400164 501(c)(3) 30,000       Community Benefit Program
(66) Mission SafePO Box 20106
Roxbury,MA02120 		04-3457195 501(c)(3) 24,200       Community Benefit Program
(67) MetroWest Community Healthcare Foundation161 Worcester Road
Framingham,MA01701 		04-3464279 501(c)(3) 29,803       Community Benefit Program
(68) Melanoma Foundation of New England111 Old Road
Concord,MA01742 		04-3478266 501(c)(3) 10,000       Community Benefit Program
(69) Women of Means Inc148 Linden Street
Wellesley,MA02482 		04-3487205 501(c)(3) 20,000       Community Benefit Program
(70) Revere Public Schools101 School Street
Revere,MA02151 		04-6001412   50,000       Community Benefit Program
(71) Phillips Brooks House AssocHarvard Yard
Cambridge,MA02138 		04-6046123 501(c)(3) 9,200       Community Benefit Program
(72) Revere Beach Partnership150 Beach Street
Revere,MA02151 		05-0565298 501(c)(3) 10,000       Community Benefit Program
(73) American Skin Association6 East 43rd Street
New York,NY10017 		13-3401320 501(c)(3) 10,000       Community Benefit Program
(74) Latino Medical Student Assoc808 S Wood Street M/C 591
Chicago,IL60612 		20-2299411 501(c)(3) 7,500       Community Benefit Program
(75) North American Thrombosis Forum368 Boylston Street
Brookline,MA02445 		20-4818196 501(c)(3) 7,000       Community Benefit Program
(76) Boston Edu Dev Foundation26 Court Street 5th Floor
Boston,MA02108 		22-2514422 501(c)(3) 30,000       Community Benefit Program
(77) Centro Latino267 Broadway
Chelsea,MA02150 		22-2966645 501(c)(3) 10,000       Community Benefit Program
(78) A B C D Parker HillFenway Neighborhood178 Tremont Street
Boston,MA02111 		23-7225337 501(c)(3) 36,500       Community Benefit Program
(79) Higher Ground89 South Street Suite 402
Boston,MA02111 		27-3660369 501(c)(3) 50,000       Community Benefit Program
(80) National Patient Safety Foundation268 Summer Street
Boston,MA02210 		36-7166993 501(c)(3) 5,416       Community Benefit Program
(81) Charlestown Little League Program126 Elm Street
Charlestown,MA02129 		37-1513586 501(c)(3) 15,600       Community Benefit Program
(82) Community Scholarship Foundation Inc800 Boylston Street
Boston,MA02199 		45-4293431 501(c)(3) 9,599,999       Community Benefit Program
(83) Golfers Against Cancer4215 Villa Hill Drive
Kingwood,TN77345 		76-0574871 501(c)(3) 10,000       Community Benefit Program
(84) Chelsea Public Schools500 Broadway
Chelsea,MA02150 		73-1403520   150,000       Community Benefit Program
(85) MOLST (Medical Orders for Life-Sustaining Treatm)50 Foster Street
Worcester,MA01608 		501(c)(3) 100,000       Medical Orders for Life-Sustaining Treatment
(86) Community Service Care Inc South Street DevelopPO Box 300010
Jamaica Plain,MA02130 		501(c)(3) 55,362       Community Benefit Program
(87) Kennedy Academy for Health Careers110 The Fenway
Boston,MA02115 		501(c)(3) 30,000       Community Benefit Program
(88) Tobin Community Center1481 Tremont Street
Mission Hill,MA02120 		501(c)(3) 29,200       Community Benefit Program
(89) Meals on Wheels81 Washington Street
Nantucket,MA02554 		501(c)(3) 25,000       Community Benefit Program
(90) Charlestown Community Centers255 Medford Street
Charlestown,MA02129 		501(c)(3) 14,000       Community Benefit Program
(91) Mission Hill School67 Alleghany Street
Roxbury,MA02120 		501(c)(3) 8,200       Community Benefit Program
(92) Body by Brandy 4 Kidz2181 Washington Street
Roxbury,MA02119 		501(c)(3) 7,500       Community Benefit Program
(93) Charlestown Branch Library179 Main Street
Charlestown,MA02129 		  6,600       Community Benefit Program
(94) Shade Foundation of New England4456 Floramar T
NewPortRichey,FL34652 		501(c)(3) 10,000       Community Benefit Program
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
90
3
Enter total number of other organizations ................................ . Bullet Image
4
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Use of Grants/Donations Schedule I, Part I, Line 2 Partners HealthCare System, Inc. and Affiliates make donations to various tax-exempt organizations. These donations can be used by the recipient only in furtherance of their tax-exempt mission.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Dale Adler MD (i)
(ii)		 450,000
0 		0
0 		90,876
0 		33,863
0 		15,433
0 		590,172
0 		0
0
(2) Carey W Akins MD (i)
(ii)		 433,100
0 		35,000
0 		41,914
0 		33,860
0 		18,600
0 		562,474
0 		0
0
(3) Richard Alexander MD (i)
(ii)		 226,864
0 		0
0 		15,018
0 		15,014
0 		26,731
0 		283,627
0 		0
0
(4) Sara Andrews (i)
(ii)		 0
199,923 		0
23,713 		0
41,011 		0
32,794 		0
11,322 		0
308,763 		0
0
(5) Joan Archer (i)
(ii)		 0
186,652 		0
21,855 		0
35,895 		0
29,806 		0
23,838 		0
298,046 		0
0
(6) Sarah Arnholz Esq (i)
(ii)		 0
170,704 		0
3,564 		0
7,259 		0
14,294 		0
23,790 		0
219,611 		0
0
(7) Stanley W Ashley MD (i)
(ii)		 168,978
0 		48,822
0 		63,576
0 		30,889
0 		17,221
0 		329,486
0 		0
0
(8) Christopher Attaya (i)
(ii)		 0
202,746 		0
0 		0
78,365 		0
27,870 		0
21,292 		0
330,273 		0
0
(9) W Gerald Austen MD (i)
(ii)		 379,600
0 		89,761
0 		721,436
0 		33,860
0 		21,600
0 		1,246,257
0 		0
0
(10) Edward N Bailey MD (i)
(ii)		 230,271
0 		8,023
0 		34,781
0 		7,664
0 		29,072
0 		309,811
0 		0
0
(11) Maureen Banks (i)
(ii)		 0
327,151 		0
33,712 		0
39,677 		0
33,863 		0
27,384 		0
461,787 		0
0
(12) Robert L Barbieri MD (i)
(ii)		 409,049
0 		58,350
0 		677
0 		33,864
0 		19,755
0 		521,695
0 		0
0
(13) Nesli Basgoz MD (i)
(ii)		 228,753
0 		7,550
0 		19,877
0 		33,860
0 		7,552
0 		297,592
0 		0
0
(14) Joanne Borg-Stein MD (i)
(ii)		 243,329
0 		64,694
0 		-2,427
0 		33,860
0 		19,484
0 		358,940
0 		0
0
(15) Gregory W Brick MD (i)
(ii)		 614,000
0 		296,663
0 		36,936
0 		31,154
0 		20,594
0 		999,347
0 		0
0
(16) O'Neil A Britton MD (i)
(ii)		 272,064
0 		61,679
0 		21,631
0 		32,419
0 		36,353
0 		424,146
0 		0
0
(17) George P Butterworth MD (i)
(ii)		 205,360
0 		84,800
0 		58,650
0 		33,860
0 		18,964
0 		401,634
0 		0
0
(18) Justin Byrne MD (i)
(ii)		 221,655
0 		7,000
0 		-3,982
0 		9,297
0 		23,044
0 		257,014
0 		0
0
(19) Bruce A Chabner MD (i)
(ii)		 339,204
0 		10,977
0 		60,138
0 		33,860
0 		18,926
0 		463,105
0 		0
0
(20) Roxanne Cichy Ruppel (i)
(ii)		 0
187,583 		0
20,000 		0
11,017 		0
26,826 		0
29,166 		0
274,592 		0
0
(21) Heidi M Collins (i)
(ii)		 133,207
0 		20,928
0 		10,838
0 		517
0 		14,560
0 		180,050
0 		0
0
(22) Michael E Conklin Jr (i)
(ii)		 0
92,267 		0
0 		0
440,379 		0
9,416 		0
11,202 		0
553,264 		0
0
(23) Ernesto DaSilva MD (i)
(ii)		 274,650
0 		0
0 		-3,091
0 		12,564
0 		25,507
0 		309,630
0 		0
0
(24) Susan Dempsey (i)
(ii)		 181,813
0 		20,902
0 		94,671
0 		30,618
0 		24,646
0 		352,650
0 		0
0
(25) Terence P Doorly MD (i)
(ii)		 400,708
0 		322,548
0 		20,340
0 		10,114
0 		26,148
0 		779,858
0 		0
0
(26) Peter Doubilet MD (i)
(ii)		 360,826
0 		79,451
0 		21,623
0 		34,303
0 		31,886
0 		528,089
0 		0
0
(27) Margaret Duggan MD (i)
(ii)		 208,500
0 		25,500
0 		19,618
0 		9,771
0 		43,251
0 		306,640
0 		0
0
(28) Lynne J Eickholt (i)
(ii)		 0
378,642 		0
50,000 		0
59,730 		0
33,864 		0
14,479 		0
536,715 		0
0
(29) Sylvia Sather Getman (i)
(ii)		 152,696
0 		300
0 		116,952
0 		4,168
0 		11,208
0 		285,324
0 		0
0
(30) Michael A Gimbrone Jr MD (i)
(ii)		 412,499
0 		101,474
0 		6,277
0 		33,866
0 		30,648
0 		584,764
0 		0
0
(31) Thomas P Glynn PhD (i)
(ii)		 0
784,430 		0
99,000 		0
440,728 		0
33,863 		0
48,332 		0
1,406,353 		0
0
(32) Annekathryn Goodman MD (i)
(ii)		 358,785
0 		22,033
0 		4,534
0 		33,860
0 		32,547
0 		451,759
0 		0
0
(33) Peter T Greenspan MD (i)
(ii)		 333,574
0 		5,000
0 		16,899
0 		33,860
0 		17,118
0 		406,451
0 		0
0
(34) Daniel J Gross (i)
(ii)		 0
271,192 		0
31,604 		0
30,998 		0
33,867 		0
25,790 		0
393,451 		0
0
(35) Michael L Gustafson MD MBA (i)
(ii)		 366,764
0 		38,000
0 		40,184
0 		33,864
0 		14,468
0 		493,280
0 		0
0
(36) Gerard Hadley (i)
(ii)		 0
134,174 		0
19,841 		0
7,153 		0
12,845 		0
23,147 		0
197,160 		0
0
(37) Robert Handin MD (i)
(ii)		 233,212
0 		8,887
0 		3,471
0 		32,879
0 		15,253
0 		293,702
0 		0
0
(38) Jay R Harris MD (i)
(ii)		 500,026
0 		84,126
0 		46,545
0 		31,282
0 		432
0 		662,411
0 		0
0
(39) Margot Hartmann MD PhD (i)
(ii)		 228,806
0 		540
0 		-4,806
0 		6,385
0 		12,678
0 		243,603
0 		0
0
(40) Brent L Henry Esq (i)
(ii)		 0
547,002 		0
70,000 		0
234,737 		0
33,862 		0
14,373 		0
899,974 		0
0
(41) Joseph O Jacobson MD (i)
(ii)		 314,424
0 		23,433
0 		29,283
0 		10,114
0 		6,072
0 		383,326
0 		0
0
(42) Michael S Jellinek MD (i)
(ii)		 0
708,245 		0
88,000 		0
2,002,610 		0
33,863 		0
33,049 		0
2,865,767 		0
969,769
(43) Andrew Jeon MD MBA (i)
(ii)		 0
433,500 		0
8,670 		0
25,622 		0
33,861 		0
18,197 		0
519,850 		0
0
(44) Mark D Johnson MD PhD (i)
(ii)		 313,000
0 		100,123
0 		13,335
0 		32,545
0 		16,126
0 		475,129
0 		0
0
(45) Paula Adina Johnson MD MPH (i)
(ii)		 370,000
0 		462
0 		-18,470
0 		33,864
0 		20,860
0 		406,716
0 		0
0
(46) Leonard B Kaban DMD MD (i)
(ii)		 365,581
0 		60,984
0 		66,985
0 		33,860
0 		17,856
0 		545,266
0 		0
0
(47) Steven E Kapfhammer (i)
(ii)		 226,667
0 		24,206
0 		24,984
0 		12,657
0 		11,045
0 		299,559
0 		0
0
(48) Pardon R Kenney MD (i)
(ii)		 242,695
0 		32,320
0 		-1,407
0 		12,250
0 		28,753
0 		314,611
0 		0
0
(49) Barrett Kitch MD (i)
(ii)		 290,800
0 		0
0 		4,431
0 		0
0 		5,517
0 		300,748
0 		0
0
(50) Thomas S Kupper MD (i)
(ii)		 452,109
0 		59,715
0 		899
0 		33,865
0 		15,426
0 		562,014
0 		0
0
(51) Richard E Larson MD (i)
(ii)		 163,125
0 		0
0 		2,620
0 		4,534
0 		11,668
0 		181,947
0 		0
0
(52) Margaret Lawler MD (i)
(ii)		 152,092
0 		0
0 		25,633
0 		6,968
0 		5,414
0 		190,107
0 		0
0
(53) Pamela L Lawrence (i)
(ii)		 0
257,054 		0
25,577 		0
4,572 		0
33,867 		0
19,192 		0
340,262 		0
0
(54) John A Lewis MD (i)
(ii)		 308,979
0 		30,246
0 		8,627
0 		33,864
0 		20,323
0 		402,039
0 		0
0
(55) Jay Loeffler MD (i)
(ii)		 556,201
0 		136,242
0 		92,536
0 		33,860
0 		220
0 		819,059
0 		0
0
(56) Joseph Loscalzo MD PhD (i)
(ii)		 526,825
0 		68,359
0 		472
0 		33,862
0 		20,272
0 		649,790
0 		0
0
(57) Andrew Madden (i)
(ii)		 136,000
0 		2,615
0 		-3,393
0 		13,877
0 		21,620
0 		170,719
0 		0
0
(58) Peter K Markell (i)
(ii)		 0
988,168 		0
118,000 		0
1,105,614 		0
333,861 		0
25,047 		0
2,570,690 		0
1,071,265
(59) Robert L Martuza MD (i)
(ii)		 650,353
0 		62,698
0 		100,820
0 		33,860
0 		21,900
0 		869,631
0 		0
0
(60) Peter Mauch MD (i)
(ii)		 408,240
0 		74,275
0 		213
0 		31,157
0 		18,389
0 		532,274
0 		0
0
(61) Vincent T McDermott (i)
(ii)		 0
187,656 		0
38,046 		0
8,990 		0
13,704 		0
24,092 		0
272,488 		0
0
(62) W Scott McDougal MD (i)
(ii)		 443,360
0 		91,608
0 		99,276
0 		33,860
0 		17,546
0 		685,650
0 		0
0
(63) Maury E McGough MD (i)
(ii)		 0
430,670 		0
52,143 		0
34,196 		0
39,319 		0
29,125 		0
585,453 		0
0
(64) Laura Miller MD (i)
(ii)		 222,215
0 		0
0 		7,099
0 		6,818
0 		15,378
0 		251,510
0 		0
0
(65) Elizabeth Mort MD MPH (i)
(ii)		 384,093
0 		126,911
0 		80,666
0 		33,860
0 		18,361
0 		643,891
0 		0
0
(66) Cynthia Morton PhD (i)
(ii)		 253,436
0 		11,295
0 		9,542
0 		33,867
0 		21,748
0 		329,888
0 		0
0
(67) Elizabeth G Nabel MD (i)
(ii)		 0
966,532 		0
100,000 		0
129,390 		0
324,525 		0
35,837 		0
1,556,284 		0
0
(68) Robert G Norton (i)
(ii)		 0
643,407 		0
82,000 		0
68,480 		0
255,447 		0
24,978 		0
1,074,312 		0
0
(69) Gregory J Pauly (i)
(ii)		 337,000
0 		48,751
0 		26,156
0 		28,242
0 		22,746
0 		462,895
0 		0
0
(70) G Allen Peckham (i)
(ii)		 0
413,568 		0
52,000 		0
221,544 		0
33,863 		0
22,621 		0
743,596 		0
0
(71) Jay B Pieper (i)
(ii)		 0
546,983 		0
42,000 		0
69,566 		0
33,864 		0
24,224 		0
716,637 		0
0
(72) A John Popp MD (i)
(ii)		 646,107
0 		70,620
0 		45,268
0 		31,155
0 		17,622
0 		810,772
0 		0
0
(73) Allyson L Preston MD (i)
(ii)		 362,789
0 		4,774
0 		19,878
0 		10,114
0 		28,187
0 		425,742
0 		0
0
(74) Abrar A Qureshi MD MPH (i)
(ii)		 301,627
0 		72,666
0 		25,955
0 		19,162
0 		15,304
0 		434,714
0 		0
0
(75) Scott L Rauch MD (i)
(ii)		 0
410,174 		0
51,000 		0
41,157 		0
33,863 		0
27,068 		0
563,262 		0
0
(76) Mitchell S Rein MD (i)
(ii)		 431,462
0 		42,639
0 		67,652
0 		33,860
0 		22,104
0 		597,717
0 		0
0
(77) Michael Reney (i)
(ii)		 0
405,001 		0
41,800 		0
43,239 		0
33,864 		0
14,845 		0
538,749 		0
0
(78) Jerrold F Rosenbaum MD (i)
(ii)		 347,630
0 		65,110
0 		50,378
0 		33,860
0 		19,046
0 		516,024
0 		0
0
(79) Marc S Rubin MD (i)
(ii)		 392,097
0 		29,489
0 		36,751
0 		7,664
0 		6,916
0 		472,917
0 		0
0
(80) Martin A Samuels MD (i)
(ii)		 426,694
0 		47,719
0 		25,532
0 		33,864
0 		15,421
0 		549,230
0 		0
0
(81) Isaac Schiff MD (i)
(ii)		 361,643
0 		82,429
0 		47,389
0 		33,860
0 		17,336
0 		542,657
0 		0
0
(82) Frederick J Schoen MD PhD (i)
(ii)		 354,417
0 		5,536
0 		19,338
0 		33,862
0 		30,614
0 		443,767
0 		0
0
(83) Lee H Schwamm MD (i)
(ii)		 298,500
0 		12,850
0 		21,183
0 		33,860
0 		8,340
0 		374,733
0 		0
0
(84) Steven E Seltzer MD (i)
(ii)		 414,377
0 		129,800
0 		10,703
0 		34,084
0 		34,717
0 		623,681
0 		0
0
(85) Stanton K Shernan MD (i)
(ii)		 273,325
0 		237,733
0 		17,757
0 		36,753
0 		18,803
0 		584,371
0 		0
0
(86) David Silbersweig MD (i)
(ii)		 438,903
0 		43,672
0 		51,925
0 		33,863
0 		18,416
0 		586,779
0 		0
0
(87) J Jack Skowronski MD (i)
(ii)		 281,669
0 		35,000
0 		20,094
0 		10,114
0 		25,648
0 		372,525
0 		0
0
(88) Peter L Slavin MD MBA (i)
(ii)		 0
991,961 		0
123,000 		0
1,370,786 		0
33,861 		0
31,349 		0
2,550,957 		0
1,224,620
(89) Allen L Smith MD (i)
(ii)		 430,398
0 		44,805
0 		29,746
0 		33,862
0 		15,433
0 		554,244
0 		0
0
(90) John W Stakes III MD (i)
(ii)		 187,760
0 		50,830
0 		37,308
0 		33,860
0 		20,103
0 		329,861
0 		0
0
(91) David JR Steele MD (i)
(ii)		 401,985
0 		52,719
0 		26,017
0 		33,860
0 		18,519
0 		533,100
0 		0
0
(92) David E Storto (i)
(ii)		 0
433,499 		0
50,000 		0
21,592 		0
33,862 		0
27,676 		0
566,629 		0
0
(93) David J Sugarbaker MD (i)
(ii)		 590,436
0 		564,922
0 		214,869
0 		31,196
0 		20,551
0 		1,421,974
0 		0
0
(94) Khalid Syed MD (i)
(ii)		 395,004
0 		0
0 		13,998
0 		8,483
0 		30,390
0 		447,875
0 		0
0
(95) Elizabeth Taylor (i)
(ii)		 0
134,412 		0
20,018 		0
18,823 		0
12,073 		0
10,152 		0
195,478 		0
0
(96) Clare M Tempany-Afdhal MD (i)
(ii)		 353,648
0 		52,352
0 		7,695
0 		34,122
0 		30,433
0 		478,250
0 		0
0
(97) Thomas S Thornhill MD (i)
(ii)		 615,272
0 		66,826
0 		9,452
0 		32,520
0 		17,565
0 		741,635
0 		0
0
(98) David F Torchiana MD (i)
(ii)		 856,000
0 		128,920
0 		397,307
0 		190,434
0 		31,165
0 		1,603,826
0 		231,340
0
(99) David J Trull (i)
(ii)		 0
425,928 		0
34,555 		0
780,104 		0
33,865 		0
29,908 		0
1,304,360 		0
0
(100) Charles A Vacanti MD (i)
(ii)		 550,548
0 		55,381
0 		6,591
0 		35,307
0 		17,513
0 		665,340
0 		0
0
(101) Ron M Walls MD (i)
(ii)		 446,421
0 		48,416
0 		38,806
0 		33,864
0 		18,450
0 		585,957
0 		0
0
(102) Andrew L Warshaw MD (i)
(ii)		 539,984
0 		242,576
0 		188,116
0 		33,860
0 		29,250
0 		1,033,786
0 		0
0
(103) Howard J Weinstein MD (i)
(ii)		 249,412
0 		5,333
0 		14,027
0 		33,860
0 		19,112
0 		321,744
0 		0
0
(104) Anthony D Whittemore MD (i)
(ii)		 671,605
0 		66,826
0 		47,233
0 		33,863
0 		27,492
0 		847,019
0 		0
0
(105) John Wright MD (i)
(ii)		 473,063
0 		54,015
0 		25,138
0 		31,154
0 		17,468
0 		600,838
0 		0
0
(106) Stephen C Wright MD (i)
(ii)		 348,804
0 		3,916
0 		26,990
0 		9,800
0 		5,065
0 		394,575
0 		0
0
(107) Ross D Zafonte DO (i)
(ii)		 439,029
0 		47,380
0 		72,386
0 		33,860
0 		18,964
0 		611,619
0 		0
0
(108) Michael J Zinner MD (i)
(ii)		 734,333
0 		198,488
0 		48,854
0 		32,273
0 		30,993
0 		1,044,941
0 		0
0
(109) Joshua L Abrams Esq (i)
(ii)		 0
154,510 		0
3,090 		0
-7,256 		0
8,498 		0
30,214 		0
189,056 		0
0
(110) Sally Mason-Boemer (i)
(ii)		 0
470,879 		0
75,000 		0
52,753 		0
33,863 		0
28,453 		0
660,948 		0
0
(111) Jean M Boyle Esq (i)
(ii)		 0
135,728 		0
3,036 		0
12,966 		0
8,373 		0
14,760 		0
174,863 		0
0
(112) Brian F Chiango (i)
(ii)		 238,602
0 		47,500
0 		36,080
0 		34,076
0 		17,288
0 		373,546
0 		0
0
(113) Richard Cornell (i)
(ii)		 175,238
0 		20,781
0 		30,724
0 		20,647
0 		23,246
0 		270,636
0 		0
0
(114) Paul G Cushing Esq (i)
(ii)		 0
184,454 		0
8,349 		0
29,594 		0
29,460 		0
28,347 		0
280,204 		0
0
(115) Joan E Elias Esq (i)
(ii)		 0
193,653 		0
4,301 		0
23,349 		0
23,721 		0
26,913 		0
271,937 		0
0
(116) Karen Flaherty (i)
(ii)		 161,438
0 		12,308
0 		4,528
0 		19,098
0 		37,919
0 		235,291
0 		0
0
(117) James L Heffernan (i)
(ii)		 318,500
0 		52,824
0 		56,189
0 		33,142
0 		21,900
0 		482,555
0 		0
0
(118) John R Higham Esq (i)
(ii)		 0
253,167 		0
9,075 		0
2,636 		0
33,867 		0
20,994 		0
319,739 		0
0
(119) William C Johnston (i)
(ii)		 330,825
0 		35,000
0 		13,319
0 		33,863
0 		16,340
0 		429,347
0 		0
0
(120) Katherine M Kneeland Esq (i)
(ii)		 0
192,534 		0
8,621 		0
43,391 		0
31,630 		0
4,633 		0
280,809 		0
0
(121) David Lagasse (i)
(ii)		 0
229,220 		0
4,894 		0
33,198 		0
26,794 		0
29,308 		0
323,414 		0
0
(122) Timothy P Lynch (i)
(ii)		 125,338
0 		61,093
0 		13,376
0 		9,234
0 		1,690
0 		210,731
0 		0
0
(123) Harvey Mamon MD (i)
(ii)		 365,359
0 		73,348
0 		-1,795
0 		31,156
0 		17,147
0 		485,215
0 		0
0
(124) David McCready (i)
(ii)		 208,916
0 		22,540
0 		28,399
0 		19,883
0 		28,552
0 		308,290
0 		0
0
(125) Gilbert H Mudge MD (i)
(ii)		 213,057
0 		134,459
0 		39,336
0 		33,864
0 		15,263
0 		435,979
0 		0
0
(126) Rachel Scheer Wasserstrom (i)
(ii)		 154,619
0 		18,100
0 		10,998
0 		8,521
0 		25,753
0 		217,991
0 		0
0
(127) Mary Shaughnessy (i)
(ii)		 0
252,857 		0
26,840 		0
22,852 		0
33,865 		0
21,775 		0
358,189 		0
0
(128) Joan C Stoddard Esq (i)
(ii)		 0
237,762 		0
9,085 		0
19,628 		0
33,867 		0
21,181 		0
321,523 		0
0
(129) Gerard P Walsh (i)
(ii)		 188,880
0 		19,068
0 		-3,039
0 		25,801
0 		18,214
0 		248,924
0 		0
0
(130) David B Wright Esq (i)
(ii)		 0
171,925 		0
0 		0
32,866 		0
22,477 		0
13,695 		0
240,963 		0
0
(131) Thomas H Aretz MD (i)
(ii)		 0
349,112 		0
7,725 		0
58,078 		0
33,862 		0
21,232 		0
470,009 		0
0
(132) Dennis Ausiello MD (i)
(ii)		 584,404
0 		112,216
0 		148,103
0 		33,860
0 		18,926
0 		897,509
0 		0
0
(133) Ulrike Berzau (i)
(ii)		 170,575
0 		8,450
0 		-6,417
0 		5,491
0 		22,782
0 		200,881
0 		0
0
(134) Barbara E Bierer MD (i)
(ii)		 386,864
0 		41,200
0 		46,797
0 		33,864
0 		29,755
0 		538,480
0 		0
0
(135) Rebecca Blair (i)
(ii)		 0
179,705 		0
17,880 		0
98,057 		0
23,412 		0
27,575 		0
346,629 		0
0
(136) Elaine L Bridge (i)
(ii)		 0
288,195 		0
31,604 		0
15,992 		0
33,867 		0
19,874 		0
389,532 		0
0
(137) Franklin R Bringhurst MD (i)
(ii)		 521,750
0 		85,532
0 		59,171
0 		33,860
0 		17,636
0 		717,949
0 		0
0
(138) James Ellison MD (i)
(ii)		 200,646
0 		400
0 		3,594
0 		26,653
0 		28,812
0 		260,105
0 		0
0
(139) Joanne M Fucile (i)
(ii)		 171,023
0 		18,241
0 		11,559
0 		12,004
0 		13,149
0 		225,976
0 		0
0
(140) Mary Jo Gagnon (i)
(ii)		 0
174,172 		0
21,000 		0
40,304 		0
28,428 		0
12,224 		0
276,128 		0
0
(141) Joseph Gold MD (i)
(ii)		 341,179
0 		6,790
0 		-3,735
0 		33,142
0 		24,305
0 		401,681
0 		0
0
(142) Michele Gougeon MSc (i)
(ii)		 292,098
0 		6,106
0 		12,593
0 		38,042
0 		24,818
0 		373,657
0 		0
0
(143) Judy Hayes (i)
(ii)		 214,404
0 		23,483
0 		110,322
0 		33,868
0 		11,552
0 		393,629
0 		0
0
(144) Mairead Hickey PhD RN (i)
(ii)		 438,347
0 		108,500
0 		49,921
0 		33,866
0 		30,410
0 		661,044
0 		0
0
(145) Patrick Jordan (i)
(ii)		 0
320,462 		0
31,604 		0
33,979 		0
33,863 		0
32,602 		0
452,510 		0
0
(146) Gregg S Meyer MD (i)
(ii)		 443,754
0 		105,630
0 		74,557
0 		33,860
0 		19,746
0 		677,547
0 		0
0
(147) Frederick Millham MD (i)
(ii)		 407,896
0 		32,271
0 		-7,127
0 		12,582
0 		26,494
0 		472,116
0 		0
0
(148) Ellen Moloney (i)
(ii)		 0
225,604 		0
31,043 		0
24,534 		0
33,863 		0
10,933 		0
325,977 		0
0
(149) Britain W Nicholson MD (i)
(ii)		 525,750
0 		99,121
0 		63,508
0 		33,860
0 		17,202
0 		739,441
0 		0
0
(150) Beatrice Thibedeau (i)
(ii)		 0
224,947 		0
24,444 		0
25,611 		0
33,866 		0
5,384 		0
314,252 		0
0
(151) Thomas Gill MD (i)
(ii)		 1,398,747
0 		99,284
0 		82,441
0 		33,860
0 		18,747
0 		1,633,079
0 		0
0
(152) Neeraj Kohli MD (i)
(ii)		 498,632
0 		933,801
0 		12,553
0 		33,860
0 		17,481
0 		1,496,327
0 		0
0
(153) Scott D Martin MD (i)
(ii)		 735,000
0 		662,105
0 		19,452
0 		31,169
0 		17,675
0 		1,465,401
0 		0
0
(154) Christopher S Ogilvy MD (i)
(ii)		 653,888
0 		759,633
0 		76,719
0 		33,860
0 		17,495
0 		1,541,595
0 		0
0
(155) Jon P Warner MD (i)
(ii)		 1,784,929
0 		126,843
0 		67,763
0 		33,860
0 		16,882
0 		2,030,277
0 		0
0
(156) Arthur J Bowes (i)
(ii)		 0
200,921 		0
23,185 		0
34,689 		0
31,950 		0
18,655 		0
309,400 		0
0
(157) Christopher Clark Esq (i)
(ii)		 0
254,262 		0
30,274 		0
470 		0
33,867 		0
27,568 		0
346,441 		0
0
(158) Bruce Cohen MD PhD (i)
(ii)		 318,834
0 		400
0 		18,458
0 		38,042
0 		23,007
0 		398,741
0 		0
0
(159) S Bruce Dowton MD (i)
(ii)		 0
390,604 		0
8,240 		0
52,275 		0
33,864 		0
31,189 		0
516,172 		0
0
(160) Joel Heller MD (i)
(ii)		 405,599
0 		0
0 		12,518
0 		10,114
0 		25,747
0 		453,978
0 		0
0
(161) Valerie Hunt (i)
(ii)		 0
232,841 		0
0 		0
-5,847 		0
0 		0
22,010 		0
249,004 		0
0
(162) Jeanette Ives-Erickson MSN RN (i)
(ii)		 388,750
0 		63,750
0 		77,572
0 		38,042
0 		17,619
0 		585,733
0 		0
0
(163) Virginia Mirisola (i)
(ii)		 0
136,099 		0
3,501 		0
37,478 		0
17,504 		0
26,326 		0
220,908 		0
0
(164) Carol Sim (i)
(ii)		 0
157,662 		0
0 		0
112,344 		0
19,742 		0
12,782 		0
302,530 		0
0
(165) Kathleen E Walsh (i)
(ii)		 104,894
0 		0
0 		2,919
0 		11,994
0 		4,902
0 		124,709
0 		0
0
(166) Judith C Waterston (i)
(ii)		 0
258,522 		0
0 		0
17,689 		0
0 		0
0 		0
276,211 		0
0
(167) Diane R Pearl MD (i)
(ii)		 222,000
0 		47,500
0 		23,281
0 		33,860
0 		20,964
0 		347,605
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
TRUSTEE COMPENSATION PART II & SCHEDULE J-2 TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A PARTNERS AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES.
ESTABLISHING CEO COMPENSATION PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION WAS ESTABLISHED USING THE FOLLOWING: - COMPENSATION COMMITTE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE FOLLOWING CHIEF EXECUTIVE OFFICER'S COMPENSATION WAS DETERMINED BY THE PARTNERS HEALTHCARE SYSTEM, INC. COMPENSATION COMMITTEE. PARTNERS HEALTHCARE SYSTEM, INC. IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. Michael S. Jellinek, M.D. Elizabeth G. Nabel, M.D. Robert G. Norton Jay B. Pieper Scott L. Rauch, M.D. Peter L. Slavin, M.D. David Storto
PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B THE AMOUNTS LISTED BELOW ARE INCLUDED IN THE COMPENSATION TOTALS REPORTED: Dennis Ausiello, M.D. - $56,000 Andrew L. Warshaw, M.D. - $25,000 Anthony D. Whittemore, M.D. - $27,083 David J. Sugarbaker, M.D. - $181,731 Brent L. Henry, Esq. - $169,187 Robert Martuza, M.D. - $10,000 Michael E. Conklin, Jr. - $426,323 Peter K. Markell - $1,071,265 David J. Trull - $721,955 Peter L. Slavin, M.D. - $1,302,334 David F. Torchiana, M.D. - $156,574 Robert G. Norton - $221,584 Michael S. Jellinek, M.D. - $1,951,851 G. Allen Peckham - $175,586 Thomas P. Glynn - $354,697 Susan Dempsey - $77,253 Judy Hayes - $84,060 Rebecca Blair - $101,702 Elizabeth G. Nabel, M.D. - $324,525
RECEIPT OF SEVERANCE PAYMENTS PART I, LINE 4A Christopher Attaya - $46,119 Carol Sim - $93,622
Supplemental Disclosures Schedule J-1 W. Gerald Austen, M.D. - Other reportable compensation includes a distribution of $666,667 in deferred compensation that was earned over a period of approximately twenty-nine years of service (and investment income earned on those awards) as Chief of The Surgical Services at The General Hospital Corporation.
409A Document Correction Part III Faulkner Hospital - 409A Document Correction Under VI.B and VII.C of Notice 2010-6 - Service Recipient Attachment - EIN 04-2768256 Service Provider and Taxpayer Identification Number: The Names and Social Security Numbers of the five (5) Plan Participants are available upon request. Date of Correction: December 31, 2010 Name of Plan: Faulkner Hospital Defined Contribution SERP Amount Involved: No amount is involved with regard to the document failure. Service Provider and Taxpayer Identification Number: The Name and Social Security Number of the one (1) Plan Participant is available upon request. Date of Correction: February 18, 2011 Name of Plan: Employment Agreement Amount Involved: No amount is involved with regard to the document failure. The document failures are eligible for correction under the terms of VI.B and VII.C of Notice 2010-6 with respect to failures to comply with 409A of the Internal Revenue Code of 1986, as amended. The Employer has taken all actions reasonably required and has otherwise met all requirements for such correction as of the last day of the Employer's taxable year in which the correction is made.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) D Silbersweig MD
Physician recruitm. 		  X 250,000 91,088   No Yes   Yes  
(2) A A Qureshi MD
Physician recruitm. 		  X 100,000 58,744   No Yes   Yes  
(3) S W Ashley MD
Physician recruitm. 		  X 100,000 5,594   No Yes   Yes  
(4) O A Britton MD
Physician recruitm. 		  X 60,000 19,526   No Yes   Yes  
Total ...............Small Bullet $ 174,952
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) A Moriarty Moriarty, family 147,468 Salary - BWH   No
(2) Abiomed Termeer, trustee 487,493 Products and services - GHC   No
(3) B Miller Spiess, trustee 71,657 Salary - NSMC   No
(4) B Warshaw Warshaw, family 27,448 Salary - GHC   No
(5) Bank of America Gifford, trustee 1,730,023 Banking services - GHC   No
(6) Becton Dickinson Company Minehan, director 8,057,861 Medical supplies - GHC   No
(7) Becton Dickinson Company Minehan, director 319,526 Medical supplies - MGPO   No
(8) C Benson Doubilet, family 436,849 Salary - BWPO   No
(9) Commonwealth Anaesthesia Hershey, director officer 289,226 Medical services - NWH   No
(10) Commonwealth Radiology Associates Semine, trustee 326,576 Services - NSMC   No
(11) CRICO Lawrence, director 1,146,547 Insurance - McLean   No
(12) CRICO Minehan, director 34,016,389 Insurance - GHC   No
(13) CRICO Minehan, director 313,337 Insurance - MGPO   No
(14) CRICO Moriarty, director 34,322,776 Insurance - BWH   No
(15) CRICO Pieper, trustee 330,230 Insurance - PHC   No
(16) CRICO Pieper, trustee 256,276 Insurance - SRH   No
(17) CRICO Pieper, trustee 352,641 Insurance - SHC   No
(18) CRICO Pieper, trustee 187,471 Insurance - RHCI   No
(19) CRICO Pieper, trustee 174,494 Insurance - SKRH   No
(20) CRICO Slavin, director 313,337 Insurance - MGPO   No
(21) CRICO Slavin, director 34,016,389 Insurance - GHC   No
(22) Genzyme Termeer, director officer 2,111,565 Research and lab services- GHC   No
(23) GMO Braverman, trustee 291,370 Investment services - BWF   No
(24) GMO Braverman, trustee 781,366 Investment services - BWH   No
(25) J Kelly Kelly, family 102,941 Salary - NCH   No
(26) Medicalis Holman, director 386,250 Decision support svc. - BWH   No
(27) MMG Bruschi, beneficial int. 125,000 Personal appearances - SRH   No
(28) NPS LLC Kraft, owner 350,000 Services - GHC   No
(29) NS Cardiovascular Roberts, director officer 635,376 Services - NSMC   No
(30) NS Cardiovascular Roberts, director officer 518,770 Services - NSPG   No
(31) NSTAR Gifford, trustee 10,636,320 Utilities - GHC   No
(32) NSTAR Gifford, trustee 505,644 Utilities - MGH   No
(33) P Hearon Higham, family 55,683 Salary - GHC   No
(34) Pfizer Ausiello, director 1,758,580 Products and services - GHC   No
(35) State Street Bank Trust Skates, director 114,167 Investment services - MGPO   No
(36) Summit Partners Woodsum, trustee 103,744 Investment services - MGH   No
(37) ThermoFisher Manzi, director 5,824,256 Products - BWH   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 26 43,022 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 6,809 FMV
5 Clothing and household
goods ....... 		X 159,320 FMV
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 282 4,978,470 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X 22 8,777 FMV
19 Food inventory ...        
20 Drugs and medical supplies . X 19 165,276 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( FOOD ) X 144 58,590 FMV
26 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 191 54,792 FMV
27 Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 36 12,938 FMV
28 Other Right pointing arrow large image ( HOTEL PACKAGES ) X 45 21,658 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 128 81,632 FMV
Other Right pointing arrow large image ( PORTRAITS ) X 7 10,075 FMV
Other Right pointing arrow large image ( STUDIO PARTY/PARTY ) X 4 2,350 FMV
Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 24 46,418 FMV
Other Right pointing arrow large image ( COMPUTER EQUIPMENT ) X 3 1,392,960 FMV
Other Right pointing arrow large image ( NEWSPAPER/RADIO PROMOTION ) X 5 18,550 FMV
Other Right pointing arrow large image ( TUITION/LECTURES ) X 3 12,055 FMV
Other Right pointing arrow large image ( MISCELLANEOUS ) X 5 13,300 FMV
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
13
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE N
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" to Form 990, Part IV, lines 31 or 32 or Form 990-EZ, line 36.
bullet Attach certified copies of any articles of dissolution, resolutions or plans.
bullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number
90-0656139
Part I
Liquidation, Termination or Dissolution. Complete if the organization answered "Yes" to Form 990, Part IV, line 31, or Form 990-EZ, line
36. Use Part III if additional space is needed. Click to see list of attachments
1(a)Description of asset(s)
distributed or transaction
expenses paid		 (b)Date of
distribution		 (c)Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d)Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e)EIN of recipient (f)Name and address of recipient (g)IRC section
of recipient(s) (if
tax-exempt) or type
of entity
























Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . .
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? . . . . .
2d
 
 
e
If the organization answered "Yes" to any of the questions in this line, provide the name of the person involved and explain in Part III. bullet
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) 2010

Schedule N (Form 990 or 990-EZ) 2010
Page 2
Part I
Liquidation, Termination or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B) should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If “No,” describe in Part III . . . . . . . . . . .
3
 
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? . . . . . .
4a
 
 
b
If “Yes,” did the organization provide such notice? . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
 
 
5
Did the organization discharge or pay all liabilities in accordance with state laws? . . . . . . . . . . . . . . . . . . .
5
 
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? . . . . . . . . . . . . . . . . . . . .
6a
 
 
b
Did the organization discharge or defease tax-exempt bond liabilities in accordance with the Internal Revenue Code and state laws? . . . . . . . .
6b
 
 
c
If “Yes,” describe in Part III how the organization defeased or otherwise settled these liabilities. If “No,” explain in Part III.

Part II
Sale, Exchange, Disposition or Other Transfer of More Than 25% of the Organization's Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Use Part III if additional space is needed.
1(a)Description of asset(s)
distributed or transaction
expenses paid		 (b)Date of
distribution		 (c)Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d)Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e)EIN of recipient (f)Name and address of recipient (g)IRC section
of recipient(s) (if
tax-exempt) or type
of entity
Sale of Purchased Assets 12-13-2010 1,000,000 FMV 22-2873792 Hospice of the North Shore Inc
75 Sylvan Street
Danvers,MA01923 		501(c)(3)


















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? . . . . . . .
2d
 
 
e
If the organization answered "Yes" to any of the questions in this line, provide the name of the person involved and explain in Part III.
Schedule N(Form 990 or 990-EZ) 2010

Schedule N (Form 990 or 990-EZ) 2010
Page 3
Part III
Supplemental Information. Complete to provide the information required by Parts I and II,
and any additional information.
Identifier Return Reference Explanation
Schedule N (Form 990 or 990-EZ) 2010


Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Identifier Return Reference Explanation
Entities included in the group return Form 990, Item H Below is a list of organizations included in this Group Return and the Acronyms used throughout this return to reference the organization: Biosciences Research Foundation, Inc. (BRF) - EIN 22-2483849 Brigham and Women's Obstetrics & Gynecology Research and Education Foundation, Inc. (OBG) - EIN 04-3494863 Brigham and Women's Physicians Organization, Inc. (BWPO) - EIN 04-3466314 Brigham Community Practices, Inc. (BCP) - EIN 22-2588069 Brigham Medical Research & Educational Foundation, Inc. (MED) - EIN 04-3539249 Brigham Pathology Research & Education Foundation, Inc. (PATH) - EIN 04-3541111 Brigham Radiology Research & Education Foundation, Inc. (RAD)- EIN 04-3425905 BWH Anesthesia Research & Education Foundation, Inc. (ANES)- EIN 04-3492603 BWH Radiation Oncology Research & Education Foundation, Inc. (RADONC) - EIN 03-0411731 BWH Research, Inc. (BWHR) - EIN 04-3011445 Faulkner Breast Centre, Inc. (FBC) - EIN 04-3195325 Faulkner Community Medical Corporation (FCMC) - EIN 04-3235613 Faulkner Hospital, Inc. (FH) - EIN 04-2768256 FRC, Inc. (FRC), also referred to as Spaulding Nursing and Therapy Center - West Roxbury & Spaulding Nursing and Therapy Center - North End - EIN 22-2632121 Massachusetts General Physicians Organization, Inc. (MGPO) - EIN 04-2807148 McLean HealthCare, Inc. (MHC) - EIN 20-4572876 Nantucket Cottage Hospital Foundation, Inc. (NCHF) - EIN 04-3829745 Nantucket Cottage Hospital, Inc. (NCH) - EIN 04-2103823 Nantucket Physician Organization, Inc. (NPO) - EIN 26-4349357 Newton-Wellesley Ambulatory Services, Inc. (NWAS) - EIN 22-2560501 Newton-Wellesley Children's Corner, Inc. (NWCC) - EIN 04-2650246 Newton-Wellesley Health Care System, Inc. (NWHC)- EIN 20-4295282 Newton-Wellesley Hospital, Inc. (NWH) - EIN 04-2103611 Newton-Wellesley Hospital Charitable Foundation, Inc. (NWCF) - EIN 04-3455952 The North Shore Medical Center, Inc. (NSMC) - EIN 04-3399616 North Shore Physicians Group, Inc. (NSPG) - EIN 04-3080484 NSMC HealthCare, Inc. (NSHC) - EIN 04-3294420 Partners Continuing Care, Inc. (PCC) - EIN 26-0003495 Partners Harvard Medical International, Inc. (PHMI) - EIN 04-3197711 Partners Home Care, Inc. (PHC), also referred to as Partners HealthCare at Home - Home Care - EIN 04-2918280 Partners Hospice, Inc. (HOS), also referred to as Partners HealthCare at Home - Hospice Care - EIN 04-2730504 Rehabilitation Hospital of the Cape and Islands, Inc. (RHCI), also referred to as Spaulding Rehabilitation Hospital - Cape Cod - EIN 04-3071419 Shaughnessy-Kaplan Rehabilitation Hospital, Inc. (SKRH), also referred to as Spaulding Hospital for Continuing Medical Care - North Shore - EIN 04-3067082 Spaulding Hospital - Cambridge, Inc. (SHC), also referred to as Spaulding Hospital for Continuing Medical Care - Cambridge - EIN 27-0273715 The Spaulding Rehabilitation Hospital Corporation (SRH), also referred to as Spaulding Rehabilitation Hospital - Boston - EIN 04-2551124 The Brigham and Women's Hospital, Inc. (BWH) - EIN 04-2312909 The Brigham & Women's/Faulkner Hospitals, Inc. (BWF) - EIN 04-2921338 The Friends of the BWH (FRIENDS) - EIN 04-2239449 The General Hospital Corporation (The General or GHC) - EIN 04-2697983 The Massachusetts General Hospital (MGH) - EIN 04-1564655 The McLean Hospital Corporation (MCL)- EIN 04-2697981 The MGH Health Services Corporation (HSC) - EIN 22-2717383 West Roxbury Medical Group, Inc. (WRMG) - EIN 04-3148310
Officer & Trustee Titles Form 990, Part VII & Schedule O Joshua L. Abrams, Esq.: Clerk - PHC, HOS Dale Adler, M.D.: Trustee - BWPO Carey W. Akins, M.D.: Trustee - NCHF Richard Alexander, M.D.: Trustee - NSPG Elisa H. Allen: Trustee - NCH Tibby Allen: Secretary & Trustee - NCHF Helen D. Anderson: Clerk & Trustee - FH Stephen C. Anderson: Chairman - NCH (10/01/10-07/22/11); Treasurer - NCHF, Trustee - NCHF, NPO Margaretta S. Andrews: Trustee - NCH (10/01/10-07/15/11) Sara Andrews: Trustee - NSPG Joan Archer: President - NWCF (10/01/10-06/30/11); Trustee - NWCF Sarah Arnholz, Esq.: Clerk - NWH, NWHC, NWAS Stanley W. Ashley, M.D.: Trustee - BWPO (06/01/11-09/30/11) Christopher Attaya: President - PHC & HOS (10/01/10-10/15/10); Trustee - HOS (10/01/10-10/15/10) W. Gerald Austen, M.D.: Trustee - NSMC, NSHC Elizabeth M. Azano, Esq.: Secretary - MGPO Edward N. Bailey, M.D.: Trustee - NSPG Edward Baker-Greene: Trustee - FH Charles L. Balas: Trustee - NCH Richard C. Bane: Trustee - NSMC, NSHC, PCC (10/01/10-05/24/11), SRH (10/01/10-06/20/11), SHC (10/01/10-06/20/11), SKRH (10/01/10-06/20/11), FRC (10/01/10-06/20/11), PHC (10/01/10-06/20/11), RHCI (01/24/11-06/20/11) Maureen Banks: Chief Operating Officer - PCC; President - SHC, SKRH, RHCI (01/24/11-09/30/11); Trustee HSC (07/15/11-09/30/11) Peter K. Barber: Trustee - NWH, NWHC, NWAS Robert L. Barbieri, M.D.: President - OBG; Chairman - BWPO; Trustee - OBG, BWF, BWH William S. Barker: Trustee - NWCF David S. Barlow: Chairman - MCL, MHC Jeffrey T. Barnes: Trustee - NWCF Joan Barrett: Trustee - NWCF Elmer C. Bartels: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Nesli Basgoz, M.D.: Trustee - MGH, GHC Naomi Bass Grace, Esq.: Clerk - SKRH, FRC Carolyn A. Beckedorff: Trustee - NWH (07/06/11-09/30/11), NWHC (06/28/11-09/30/11) Judith G. Belash: Trustee - NCH Mark R. Belsky, M.D.: Trustee - NWH, NWHC; Chairman - NWCF Marilyn Bernheimer: Trustee - FH Sibel Bessim, M.D.: Trustee - NWCF Jeanne E. Blake: Trustee - MCL, MHC Sally Mason Boemer: Sr. Vice President of Finance - MGH, GHC; Treasurer - NSMC, NSHC, NSPG Joanne Borg-Stein, M.D.: Trustee - NWH, NWHC Kevin Bottomley: Trustee - NSMC, NSHC Jean M. Boyle: Clerk/Secretary - BWPO, PHMI Paul Braverman: Trustee - BWH, BWF, FH John F. Brennan, Jr.: Trustee - MCL, MHC Gregory W. Brick, M.D.: Trustee - BWPO (10/01/10-11/17/10) Nicholas S. Brill: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) O'Neil A. Britton, M.D.: Trustee - BWH (09/15/11-09/30/11), BWF (07/26/11-09/30/11), FCMC, WRMG Betsy Broadman: Trustee - FRIENDS Tedy L. Bruschi: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Robert H. Brust: Treasurer - NCH (07/22/11-09/30/11); Trustee - NCH David J. Burke: Chief Financial Officer - NCH (04/05/11-09/30/11) George P. Butterworth, M.D.: Trustee - NCH Justin Byrne, M.D.: Trustee - NSPG John C. Cannistraro, Jr.: Trustee - NWCF Bernard S. Carrey: Trustee - NCH Bruce A. Chabner, M.D.: Trustee - NCH Brian F. Chiango: Treasurer/Secretary - RAD Joseph A. Ciffolillo: Trustee - MGPO Eugene Howard Clapp: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Earl M. Collier, Jr.: Trustee - NWH, NWHC Heidi M. Collins: Treasurer & Trustee - NPO; Chief Financial Officer - NCH (10/01/10-04/05/11) Amy Casey Connolly: Treasurer - OBG Arthur F. Cook, Jr.: Trustee - FH Richard Cornell: Treasurer/Clerk - ANES Michele Courton Brown: Trustee - FH Heidi Cox: Trustee - NCH Barbara Nobles Crawford: Trustee - NWH, NWHC (10/01/10-06/01/11) Paul G. Cushing, Esq.: Secretary - PCC, SRH, SHC, RHCI Bruce Danziger: Trustee - NWCF Robert A. Danziger: Trustee - NWCF Ernesto DaSilva, M.D.: Trustee - NSPG Kristin S. Demong: Trustee - MGH, GHC Susan Dempsey: Vice President - FH; Clerk & Trustee - FBC, FCMC, WRMG John M. Deutch: Trustee - MGPO Terence P. Doorly, M.D.: Trustee - NSPG Peter Doubilet, M.D.: Trustee - BWPO John Otis Drew: Trustee - RHCI (10/01/10-11/30/10) John P. Drislane: Trustee - NSMC, NSHC Margaret Duggan, M.D.: President - FBC; Trustee - FBC, BWF, BWH, FH Molly Dunne: Trustee - FRIENDS Lynne J. Eickholt: Trustee - RHCI (10/01/10-11/30/10) William R. Elfers: Trustee - NWH, NWHC, NWCF Joan E. Elias, Esq.: Secretary - MCL, MHC Arthur J. Epstein: Trustee - NSMC, NSHC Michael K. Fee, Esq.: Trustee - FH Curt R. Feuer, Esq.: Trustee - NWCF Gretchen S. Fish: Trustee - FH Karen Flaherty: Secretary - FRIENDS Jennifer Cofer Flanagan: Trustee - NSMC, NSHC Honorable Gregory C. Flynn: Trustee - NWH, NWHC Bruce H. Freedman: Trustee - NWCF Patricia Galvin: Trustee - FH Thomas George: Trustee - RHCI (10/01/10-11/30/10) Charles K. Gifford: Trustee - MGH, GHC Michael A. Gimbrone, Jr., M.D.: Chief of Service - BWPO; Trustee - BWPO, PATH; President - PATH Thomas P. Glynn, Ph.D.: Trustee - MCL, MHC Arthur L. Goldstein: Trustee - MGPO Benjamin A. Gomez: Trustee - NWH (07/06/11-09/30/11), NWHC (06/28/11-09/30/11) Annekathryn Goodman, M.D.: Trustee - MGPO Thomas H. Grape: Trustee - NWH, NWHC Peter T. Greenspan, M.D.: Trustee - MGPO (06/17/11-09/30/11) Daniel J. Gross: Treasurer - NWH, NWHC, NWCF, NWAS; President - NWCC; Trustee - NWAS, NWCC, NWCF Suzanne S. Gruhl: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Michael L. Gustafson, M.D., M.B.A.: Senior Vice President - BWH (10/01/10-07/17/11); Chief Operating Officer - FH (07/18/11-09/30/11); Trustee - FCMC, WRMG Arthur J. Gutierrez: Trustee - FH Maureen O. Hackett: President & Chairman - NCHF; Trustee - NCH Gerard Hadley: Treasurer & Trustee - NWCC Steven R. Haley: Trustee - BWH, BWF Robert Handin, M.D.: Trustee - MED Karen Weston Hanesian, Esq.: Trustee - RHCI (10/01/10-11/30/10) Erling A. Hanson, Jr.: Trustee - FH Jay R. Harris, M.D.: President - RADONC; Trustee - BWPO, RADONC Margot Hartmann, M.D., Ph.D.: President & Chief Executive Officer (10/01/10-09/30/11); Trustee - NCH (10/01/10-09/30/11) James L. Heffernan: Treasurer - MGPO Peter Helms: Trustee - FRIENDS Brent L. Henry: Trustee - PHMI John W. Henry: Trustee - MGH, GHC Keith Henry: Trustee - FRIENDS Mark D. Hershey, M.D.: Trustee - NWH, NWHC John R. Higham, Esq.: Secretary - MGH, GHC Richard E. Holbrook: Chairman - NSMC, NSHC Albert A. Holman, III: Secretary & Trustee - BWH, BWF H. Robert Horvitz, Ph.D.: Trustee - MGH (06/28/11-09/30/11), GHC (07/15/11-09/30/11) William P. Hourihan, Jr.: Trustee - NCH, NPO E. James Hutchens: Trustee - FH Ann Ingram: Trustee - NWCF David Ives: Trustee - NSMC, NSHC Joseph O. Jacobson, M.D.: Physician - NSMC; Trustee - NSPG Andre' C. Jasse: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Michael S. Jellinek, M.D.: President & Trustee - NWH, NWHC, NWAS; Clerk & Trustee - NWCF Andrew Jeon, MD., M.B.A.: President & Trustee - PHMI (10/01/10-02/01/11) Mark D. Johnson, M.D., Ph.D.: Trustee - BWPO (11/17/10-09/30/11) Paula Adina Johnson, M.D., MPH: Trustee - BWH (10/01/10-09/15/11), BWF (10/01/10-07/26/11) William C. Johnston: Treasurer & COO - BWPO Leonard B. Kaban, M.D., D.M.D.: Trustee - MGPO (06/17/11-09/30/11) Steven E. Kapfhammer: President & Trustee - NSPG James L. Kaplan, Ph.D.: Trustee - NWH, NWHC, NWCF Sinesia Karol: Trustee - NWCF Marie-Louise Kehoe: Trustee - FH, FBC Richard M. Kelleher: Trustee - MCL, MHC Christopher Kelly: Trustee - NWCF James R. Kelly: Trustee - NCH (07/15/11-09/30/11) Susan B. Kelly: Treasurer & Trustee - FRIENDS Pardon R. Kenney, M.D.: Trustee - FH, FBC Barrett Kitch, M.D.: Trustee - NSPG Anthony A. Klein: Trustee - NSMC, NSHC Katherine M. Kneeland, Esq.: Secretary - HSC Jonathan A. Kraft: Trustee - MGH, GHC Myra Hiatt Kraft: Trustee - BWF & BWH (10/01/10-07/20/11) John Kucharski: Trustee - PHMI Thomas S. Kupper, M.D.: Trustee - BWF (10/01/10-07/26/11), BWH (10/01/10-09/15/11), BWPO David Lagasse: Treasurer - MCL, MHC Kathleen LaPoint: Trustee - FH (10/20/10-09/30/11) Richard E. Larson, M.D.: Trustee - FH Margaret Lawler, M.D.: Trustee - FBC Edward P. Lawrence, Esq.: Trustee - MGH & GHC (10/01/10-06/28/11), MCL (10/01/10-07/21/11), MHC (10/01/10-06/17/11) Pamela L. Lawrence: Trustee - NSPG Edward J. Legare, M.D.: Trustee - NWH, NWHC, NWCF James J. Lehane: Trustee - PCC, RHCI (10/01/10-11/30/10), SRH (10/25/10-09/30/11), SKRH (10/25/10-09/30/11), FRC (10/25/10-09/30/11), SHC (10/25/10-09/30/11), PHC (10/25/10-09/30/11) John A. Lewis, M.D.: President & Trustee - WRMG; Trustee - FH (10/20/10-09/30/11) Jay Loeffler, M.D.: Trustee - MGPO (06/17/11-09/30/11) Andres J. Lopez: Trustee - BWF, BWH, FH Joseph Loscalzo, M.D., Ph.D.: President - MED; Trustee - BWF, BWH, MED, BWPO, BCP Judith Lucas: Trustee - FRIENDS Stanley J. Lukowski: Chairman - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Eric Luther: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Timothy P. Lynch: President - FRC
Officer & Trustee Titles (continued) Form 990, Part VII & Schedule O Kenneth E. MacWilliams: Trustee - PHMI Andrew Madden: Trustee - FRIENDS Harvey Mamon, M.D.: Clerk - RADONC Jim Manzi: Trustee - BWF, BWH Peter K. Markell: President - HSC (07/15/11-09/30/11); Treasurer - BWF, BWH, MGH, GHC, HSC (10/01/10-07/15/11), PHMI; Chairman - HSC; Trustee - PHMI, MCL (07/21/11-09/30/11), MHC (06/17/11-09/30/11) Robert L. Martuza, M.D.: Trustee - MGPO (10/01/10-06/17/11) Pamela A. Mason: Trustee - FH Herbert O. Mathewson, M.D.: Trustee - RHCI (10/01/10-11/30/10) Peter Mauch, M.D.: Trustee - RADONC Nancy Mayo-Smith: Trustee - FH J. Brian McCarthy: Trustee - NSMC, NSHC David McCready: Treasurer & Clerk - MED Vincent T. McDermott: Trustee & Treasurer - FBC, FCMC, WRMG; President - FCMC W. Scott McDougal, M.D.: Trustee - MGH & GHC (10/01/10-06/28/11) Terrence McGinnis: Trustee - NSMC, NSHC, NSPG Maury E. McGough, M.D.: Trustee - NSMC, NSHC, NSPG Katherine McGowan, M.D.: Trustee - FH Scott J. McGrath: Trustee - NWH, NWHC Carol C. McMullen: Chairwoman - NWH, NWHC; Trustee - NWCF, NWAS Joseph C. McNay: Trustee - BWPO Barbara J. McNeil, MD: Trustee - PHMI Caroline Ann Merrifield: Trustee - PCC, SRH (10/25/10-09/30/11), RHCI (01/24/11-09/30/11), SKRH (10/25/10-09/30/11), FRC (10/25/10-09/30/11), SHC (10/25/10-09/30/11), PHC (10/25/10-09/30/11) Tracilee Messina: Trustee - NWCF Laura Miller, M.D.: Trustee - BWPO Susan F. Miller, M.S.N., R.N., C.S.: Trustee - RHCI (10/01/10-11/30/10) Richard Mills: Trustee - PHMI Cathy E. Minehan: Chairwoman - GHC, MGH; Trustee - MGPO Michael Molinar: Treasurer & Trustee - NCHF Kathleen Monbouquette: Trustee - FRIENDS Cynthia A. Montgomery, Ph.D.: Trustee - MCL, MHC G. Marshall Moriarty, Esq.: Clerk & Trustee - BWHR; Chairman - BWF, BWH; Trustee - BRF Laura B. Morse: Trustee - MGPO (06/17/11-09/30/11) Elizabeth Mort M.D., MPH: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Cynthia Morton, Ph.D.: Trustee - OBG John Mottern: Trustee - FRIENDS William J. Mrachek: Trustee - FH Gilbert H. Mudge, Jr., M.D.: President - PHMI (02/01/11-09/30/11) Elizabeth G. Nabel, M.D.: President & Trustee - BWF, BWH, BRF, BWHR; Trustee - BWPO Peter W. Nash: Trustee - NCH Paul T. Norton: Trustee - FH Robert G. Norton: President & Trustee - NSMC, NSHC Michael F. O'Connell, Esq.: Trustee - BWPO Jeffrey Osgood: Trustee - FRIENDS Robert Paglia: Trustee - NWCF Minou Palandjian: Trustee - NWCF Krishna Palepu: Trustee - PHMI Ernest Parizeau: Trustee - NWH, NWHC Gregory J. Pauly: Chief Operating Officer - MGPO; Trustee - NCH Diane R. Pearl, M.D.: Trustee - NCH G. Allen Peckham: Trustee - RHCI (10/01/10-11/30/10) Mary Peredikes: Trustee - FRIENDS Donald M. Perrin: Trustee - NWCF Dennis W. Perry: Trustee - NCH (10/01/10-07/15/11), NCHF H. Bradlee Perry: Trustee - NWCF Patricia P. Petraglia: Trustee - BWPO Colette A.M. Phillips: Trustee - MGH, GHC William F. Phinney: Trustee - FH Jay B. Pieper: President & Chairman - HSC (10/01/10-07/15/11); Chairman - PHMI (10/01/10-10/04/10); Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Robert W. Pierce, Jr.: Trustee - MCL, MHC A. John Popp, M.D.: Trustee - BWPO Allyson Preston, M.D.: Trustee - NSPG Deborah B. Prothrow-Stith, M.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Mary G. Puma: Trustee - NSMC, NSHC Abrar A. Qureshi, M.D.: Trustee - BWPO (11/21/10-09/30/11) Scott L. Rauch, M.D.: President & Trustee - MCL, MHC Arthur I. Reade, Jr.: Clerk & Trustee - NCH, NPO Pamela D. A. Reeve: Trustee - MGPO Mitchell S. Rein, M.D.: Trustee - NSPG Michael Reney: Deputy Treasurer & CFO - BWH, BWF; Treasurer & Trustee - BCP, BRF, BWHR; Trustee - ANES, RAD, RADONC, OBG Patricia F. Ribakoff: Trustee - MGH, GHC Auguste E. Rimpel, Jr., Ph.D.: Trustee - MCL, MHC Charles H. Ritch: Trustee - PCC, SRH, SHC, RHCI (10/01/10-11/30/10), SKRH, FRC, PHC David J. Roberts, M.D.: Trustee - NSMC, NSHC, NSPG Michael A. F. Roberts: Treasurer (10/01/10-07/22/11) & Chairman - NCH; Trustee - NCHF Francene Sussner Rodgers: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) K. Keith Roe: Trustee - NCH, NCHF Jerrold F. Rosenbaum, M.D.: Trustee - MGH (06/28/11-09/30/11), GHC (07/15/11-09/30/11) David L. Rosenbloom, Ph.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Mark F. Rounds, M.D.: Trustee - NWCF Marc S. Rubin, M.D.: Department Chair - NSMC; Trustee - NSMC & NSHC (09/27/11-09/30/11) Roxanne Cichy Ruppel: Senior Vice President - NSMC; Trustee - NSPG Martin A. Samuels, M.D.: Trustee - BWPO Isaac Schiff, M.D.: Trustee - MGPO Pieter Schiller: Trustee - RHCI (10/01/10-11/30/10) Frederick J. Schoen, M.D., Ph.D.: Treasurer/Secretary & Trustee - PATH; Trustee - BWPO Scott A. Schoen: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Scott Schuster: Trustee - BWPO Lee H. Schwamm, M.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Mark Schwartz: Trustee - MGH (06/28/11-09/30/11), GHC (07/15/11-09/30/11) Steven E. Seltzer, M.D.: President & Trustee - RAD; Trustee - BWPO A. Alan Semine, M.D.: Trustee - NWCF M. Christian Semine, M.D.: Trustee - NSMC & NSHC (10/01/10-09/27/11) Phillip A. Sharp, Ph.D.: Trustee - MGH & GHC (10/01/10-06/28/11) Mary Shaughnessy: Treasurer - PCC, SRH, SHC, RHCI, SKRH, FRC, PHC, HOS, HSC (07/15/11-09/30/11) Hamilton N. Shepley: Chairman - RHCI (10/01/10-11/30/10) Stanton K. Shernan, M.D.: Trustee - ANES, BWPO J. Dale Sherratt: Trustee - BWF, BWH, BWPO Richard C. Shipley: Trustee - NWH, NWHC Jeffrey N. Shribman, Esq.: Trustee - NSMC, NSHC David Silbersweig, M.D.: Trustee - BWPO Eric S. Silverman: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Richard N. Silverman: Trustee - NWCF Shirley L. Singleton: Trustee - NSMC & NSHC (09/27/11-09/30/11) Ronald L. Skates: Trustee - MGPO (10/01/10-06/17/11) J. Jack Skowronski, M.D.: Trustee - NSPG Peter L. Slavin, M.D., M.B.A.: President & Trustee - MGH, GHC; Trustee - NCH, MGPO Allen L. Smith, M.D.: President & Trustee - BWPO, BCP; Trustee - PHMI Benjamin Smith, M.D.: Trustee - FH Raymond A. Smith, M.D.: Trustee - NSMC, NSHC W. Lloyd Snyder, III: Trustee - MCL, MHC Anne Q. Spaulding: Trustee - RHCI (10/01/10-11/30/10) Josiah A. Spaulding, Jr.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Scott M. Sperling: Trustee - BWF, BWH Gary A. Spiess, Esq.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11), NSMC, NSHC Janet McGrail Spillane: Trustee - FH John W. Stakes, III, M.D.: Trustee - NCH Kathleen M. Stansky: Trustee - NWCF David J.R. Steele, M.D.: Trustee - MGPO Anne E. Steer: Trustee - NWCF Jacquelynne M. Stepanian: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Judith R. Stewart: Trustee - NCHF Joan C. Stoddard, Esq.: Clerk - BCP, BRF David E. Storto: President - PCC, SRH, PHC (10/15/10-09/30/11), Hospice (10/15/10-09/30/11); Chairman - HOS; Trustee - SRH, SHC, RHCI, SKRH, FRC, PHC, HSC David J. Sugarbaker, M.D.: Trustee - BWPO Thomas J. Swan, Jr.: Trustee - MCL, MHC (10/01/10-03/05/11) Khalid Syed, M.D.: Trustee - NSPG For Officer & Trustee titles starting with letters T through Z please refer to the two pages prior to Attachment 1 of Schedule O.
Members Form 990 Part VI, Section A, Line 6 Partners HealthCare System, Inc., a Massachusetts Nonprofit Corporation, is either directly or indirectly the sole member of all the subordinates included in the Partners HealthCare System, Inc. group return except for the following subordinates (which do not have members): BWH Anesthesia Research & Education Foundation Brigham Medical Research & Education Foundation Brigham Pathology Research & Education Foundation Brigham Radiology Research & Education Foundation BWH Radiation Oncology Research & Education Foundation Brigham & Women's Obstetrics and Gynecology Research & Education Foundation, Inc.
Member Authority Form 990, Part VI, Section A, Line 7 The sole member of each organization has authorities as specifically enumerated in each organization's corporate by-laws. These authorities vary widely between each organization. A few examples of the type of authorities granted by many, but not necessarily all, corporate by-laws include: - Appoint a firm of public accountants annually to conduct an independent audit of the Corporation's financial affairs during the fiscal year last ended; - Review and approve all proposed capital and operating budgets of the Corporation and all proposed transactions by the Corporation which involve an expenditure in excess of $2,000,000, when such expenditure has not been included in a budget previously approved by the Member; - Review and approve each transaction proposed by the Corporation which would involve the Corporation incurring debt through lender financing; - The Member may adopt, amend or repeal any bylaw, including any bylaws adopted by the Trustees. - The Member may elect the Officers and Trustees of the Corporation. - The Member or the Trustees, each by majority vote of their number then in office, may suspend or remove for cause any Trustee. - The Member shall enact, and from time to time may amend a Code of Conduct and a Policy on Conflicts of Interest. Pursuant to the laws of Massachusetts, the authority for the following actions is reserved to the member of the organization: a. Amend or restate the Articles of Organization b. Consolidation or merger c. Sale, lease, exchange or disposition of all or substantially all of the organizations property or assets.
Form 990 Review Form 990, Part VI, Section B, Line 11b The Form 990 was prepared and reviewed by the Partners HealthCare System, Inc. (PHS) tax department. Certain key sections were also reviewed by the PHS Vice President of Human Resources and by the PHS General Counsel. The PHS Executive Vice President of Administration and Finance, CFO and Treasurer reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS compensation committee at the May 1, 2012 meeting. The process for preparing and reviewing Form 990 was discussed at the May 9, 2012 meeting of the Audit Committee of the PHS Board of Directors. The final filing version of the Form 990 was provided to certain voting board members prior to filing.
Conflict of Interest Policy Form 990, Part VI, Section B, Line 12c For purposes of its annual tax filing, Partners HealthCare has an annual questionnaire process for obtaining information on interests that may give rise to conflicts from all officers, directors, trustees and key employees. In addition, in connection with Partners' Conflict of Interest Policy, the Partners Office for Interactions with Industry and Office of General Counsel work together to periodically distribute, collect and review disclosure statements from these individuals. The information on each such disclosure is reviewed by each individual's supervisor (who in the case of directors and trustees is deemed to consist of the Chairman of the Board and the entity's President/CEO, who review the disclosures with the assistance of the General Counsel or attorney representatives of his office). In addition, under the Partners Conflict of Interest Policy, any time an officer, director, trustee, or key employee is aware of a transaction in which his/her interest may create a conflict, he/she is required to provide full disclosure of the interest, and may not be involved in the institutional decision-making about the transaction. In addition, with respect to such transactions, in appropriate circumstances, (i) the Corporation must consider at least two alternative disinterested competitive proposals; or must determine that two such competitive proposals do not exist or that it would be impractical to elicit or consider such competitive proposals; and (ii) the Corporation must determine that, notwithstanding the apparent conflict, the transaction is fair and reasonable to the Corporation and is in the best interests of the Corporation. A written record must be made of these determinations. Furthermore, transactions that present particularly significant conflicts are reviewed by an independent committee of the Partners Board for appropriate action, which review is also documented.
Process for Determining Compensation Form 990, Part VI, Section B, Line 15 The organization has a board level compensation committee that reviews and approves the compensation for all listed officers and key employees, except the Secretaries and the following: Thomas H. Aretz, M.D. Brian Chiango Heidi M. Collins Amy Casey Connolly Richard Cornell Gerard Hadley Andrew Jeon, M.D., M.B.A. Susan B. Kelly John A. Lewis, M.D. Harvey Mamon, M.D. Vincent T. McDermott Gilbert H. Mudge, M.D. Frederick J. Schoen, M.D., Ph.D. Elizabeth Taylor Gerard P. Walsh Rachel Scheer Wasserstrom Amy Yunes The committee is comprised of members of the board who are not employed by the organization, and no member may participate in the review and approval of compensation if the member has a conflict of interest with respect to that compensation arrangement. The committee relies on data, provided by an independent compensation consultant, which includes comparable compensation for similarly qualified persons, in functionally comparable positions, at similarly situated organizations. The deliberations and decisions of the committee are documented in the minutes of the meeting. This review process occurs on an annual basis.
Joint Venture Policy Form 990, Part VI, Section B, Line 16b Partners HealthCare System, Inc. and Affiliates are currently drafting a written joint venture policy which will safeguard the exempt mission of the organization in any joint venture with taxable entities.
Availability of Financial Statements & Governing Documents Form 990, Part VI, Section C, Line 19 The organization's governing documents are filed with the Massachusetts Secretary of State and the financial Statements are filed with the Massachusetts Attorney General, all of which are open to public inspection.
Business and Family Relationships Form 990 Part VI, Section A, Line 2 Andre Jasse, Richard Bane & Stanley J. Lukowski - Business relationship Anthony Klein & Jeffrey Schribman - Business relationship Anthony Klein & Kevin Bottomley - Business relationship Bruce Danziger & Robert Danziger - Family relationship James Kelly & Stephen Anderson - Business relationship Jay Harris, M.D. & Martin Samuels, M.D. - Business relationship Jay Pieper & Peter Slavin, M.D. - Business relationship John Brennan & David Barlow - Business relationship John Deutch & Arthur Goldstein - Business relationship John Deutch & Ronald Skates - Business relationship John Drislane & Kevin Bottomley - Business relationship John Henry & Charles Gifford - Business relationship Kevin Bottomley & Beatrice Thibedeau - Business relationship Mary Shaughnessy & Hamilton Shepley - Business relationship Peter Slavin, M.D. & Cathy Minehan - Business relationship Peter Slavin, M.D. & Henri Termeer - Business relationship Richard Holbrook & J. Brian McCarthy - Business relationship Richard Holbrook & Richard C. Bane - Business relationship Richard Holbrook & Terrence McGinnis - Business relationship Richard Mills & Jay Pieper - Business relationship Richard Mills & Krishna Palepu - Business relationship Scott Sperling & Jim Manzi - Business relationship Stanley Lukowski & Richard Bane - Business relationship Terrence McGinnis & David Ives - Business relationship Terrence McGinnis & J. Brian McCarthy - Business relationship
Other Changes in Net Assets or Fund Balances Part XI, Line 5 Other changes in net assets or fund balances relate to net unrealized gain/(loss) on investments, change in funded status of defined benefit plans, change in fair value of hedging interest rate swaps, and other changes in net assets.
Bad Debt Expense Part IX, Line 24b The amount shown in Part IX, Line 24b reflects non-patient related bad debt. Patient related bad debt expense is netted against program service revenue. The total amount of patient related bad debt is $65,888,813.
Officer & Trustee Titles (continued) Form 990, Part VII & Schedule O Cynthia Taft: Treasurer & Trustee - FH James D. Taiclet: Trustee - FH Robert E. Tarpy, M.D.: Trustee - FH Elizabeth Taylor: Clerk & Trustee - NWCC Clare M. Tempany-Afdhal, M.D.: Trustee - RAD Henri A. Termeer: Trustee - MGH, GHC Dorothy A. Terrell: Trustee - MGH, GHC David A. Thomas: Trustee - BWF & BWH (10/01/10-07/20/11) Jeffrey S. Thomas: Trustee - NWCF Richard D. Thomson: Trustee - NCH Alexander L. Thorndike: Trustee - FH Thomas S. Thornhill, M.D.: Trustee - BWPO David F. Torchiana, M.D.: Chief Executive Officer & Chairman - MGPO; Trustee - MGH, GHC, PHMI Elyssa J. Towers: Trustee - FRIENDS David J. Trull: President & Trustee - FH (10/01/10-03/31/11); Chairman - FBC, FCMC, WRMG (10/01/10-03/31/11) Mary Ann Tynan: Chairwoman - FH; Trustee - BWF, BWH, FBC Frederick W. Ulmer, III: Trustee - NCH Charles A. Vacanti, M.D.: President - ANES; Trustee - ANES, BWPO James Vaccaro: Trustee - RHCI (10/01/10-11/30/10) Carol A. Vallone: Trustee - MCL, MHC Ron M. Walls, M.D.: Trustee - BWPO, BWF (07/26/11-09/30/11), BWH (09/15/11-09/30/11) Gerard P. Walsh: Treasurer - RADONC Andrew L. Warshaw, M.D.: Surgeon-in-Chief - GHC, Trustee - MGPO (10/01/10-06/17/11) Rachel Scheer Wasserstrom: Clerk - OBG Howard J. Weinstein, M.D.: Trustee - MGPO (10/01/10-06/17/11) David L. Weltman: Clerk & Trustee - PATH Rev. Gloria E. White-Hammond, M.D.: Trustee - BWF, BWH Linda Whitlock: Trustee - BWF, BWH Anthony D. Whittemore, M.D.: Trustee - BWPO (10/01/10-06/01/11), MED, PATH Jessica Wolfe, Ph.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) John V. Woodard, Esq.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11), FH Stephen G. Woodsum: Trustee - MGH, GHC David B. Wright, Esq.: Secretary - NSMC, NSHC John Wright, M.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI (01/24/11-09/30/11) Stephen C. Wright, M.D.: Trustee - FCMC, WRMG Charles F. Wu: Trustee - NWH, NWHC Gwill York: Trustee - BWH, BWF Amy Yunes: President & Trustee - Friends Ross D. Zafonte, D.O.: Trustee - PCC, SRH, SHC, SKRH, RHCI (01/24/11-09/30/11) Michael J. Zinner, M.D.: Trustee - BWH, BWF, BWPO
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) The MGH Institute of Health Professions

36 First Avenue

Charlestown,MA02129
04-2868893 		Med. Educ. MA 501(c)(3) 2 MGH
 
 
 
(2) Martha's Vineyard Hospital

Linton Lane PO Box 1477

Oak Bluffs,MA02557
04-2104691 		Healthcare MA 501(c)(3) 3 MGH
 
 
 
(3) WNR Inc

1 Linton Lane

Oak Bluffs,MA02557
04-3419920 		Nursing Svcs. MA 501(c)(3) 9 MVH
 
 
 
(4) Village Manor Nursing Home Inc

1153 Centre Street

Boston,MA02130
04-2775265 		Nursing Home MA 501(c)(3) 3 FH
 
 
 






For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) RADIATION ONCOLOGY CENTER MGMT

Old Road
Concord,MA01742
04-3410861 		RAD. ONCOLOGY MA GHC
  		Related 1,598,521 504,884   No 0   No 50.000 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) Partners Community HealthCare Inc
800 Boylston Street
Boston,MA02199
04-3236175 		Healthcare MA Part Healthcare
  		C 0 0 0 %
(2) Newton-Wellesley Physician Hospital Org
2014 Washington Street
Newton,MA02462
04-3209749 		Healthcare MA NWHC
  		C 2,333,418 9,720,819 100.000 %
(3) BSC Inc
75 Francis Street
Boston,MA02115
04-2987478 		Telecommunica MA BWF
  		C 259,100 21,475 100.000 %








Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Brigham and Women's Hospital Inc

 1a(iv 768,168  
(2) Faulkner Hospital Inc

 1c 6,429,262  
(3) Brigham and Women's Hospital Inc

 1c 172,741,656  
(4) BWH Anesthesia Research and Education Found

 1b 1,000,000  
(5) Brigham Pathology Research and Education Foun

 1b 1,029,719  
(6) Brigham Radiology Research and Education Foun

 1b 1,150,000  
(7) West Roxbury Medical Group

 1b 1,469,290  
(8) Faulkner Breast Centre

 1b 395,961  
(9) Faulkner Community Medical Corporation

 1b 1,076,340  
(10) The McLean Hospital Corporation

 1c 6,786,028  
(11) Martha's Vineyard Hospital

 1a(i) 88,823  
(12) Nantucket Cottage Hospital

 1a(i) 297,076  
(13) Rehabilitation Hospital of the Cape and Isl

 1a(i) 20,800  
(14) The General Hospital Corporation

 1a(iv 8,788,963  
(15) Massachusetts General Physicians Org

 1a(iv 1,764,555  
(16) MGH Institute of Health Professions

 1a(iv 1,295  
(17) Nantucket Cottage Hospital

 1b 2,131,280  
(18) The General Hospital Corporation

 1c 207,352,752  
(19) The General Hospital Corporation

 1k 440,464  
(20) Massachusetts General Physicians Org

 1k 100,091  
(21) North Shore Medical Center Inc

 1b 12,000,000  
(22) Newton-Wellesley Hospital Inc

 1b 6,818,814  
(23) Newton-Wellesley Hospital Inc

 1c 33,222,857  
(24) Partners Home Care Inc

 1b 1,742,435  
(25) Shaughnessy-Kaplan Rehabilitation Hospital

 1b 6,075,000  
(26) The Spaulding Rehabilitation Hospital Corp

 1b 47,663,820  
(27) FRC Inc

 1c 930,000  
(28) Rehabilitation Hospital of the Cape and Isl

 1c 1,200,000  
(29) Spaulding Hospital - Cambridge Inc

 1c 1,500,000  
(30) The Spaulding Rehabilitation Hospital Corp

 1k 3,501,996  
(31) Partners Home Care Inc

 1k 1,158,996  
(32) FRC Inc

 1k 1,615,992  
(33) Spaulding Hospital - Cambridge Inc

 1k 3,768,000  
(34) Rehabilitation Hospital of the Cape and Isl

 1k 1,718,004  
(35) Shaughnessy-Kaplan Rehabilitation Hospital

 1k 2,061,996  
(36) Partners Hospice Inc

 1b 353,265  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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