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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
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 $ 10,456,588,216
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)..... 3 563
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 313
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 60,234
6 Total number of volunteers (estimate if necessary) .... 6 5,549
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 14,237,413
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -1,122,542
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,537,374,171 2,883,433,308
9 Program service revenue (Part VIII, line 2g) ......... 6,701,248,059 7,268,131,179
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 272,347,839 126,011,468
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 125,660,311 174,984,350
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 9,636,630,380 10,452,560,305
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 786,189,080 1,086,786,345
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) 4,978,172,907 5,245,752,905
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 774,140 841,808
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet46,169,159    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 3,366,409,134 3,667,606,154
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,131,545,261 10,000,987,212
19 Revenue less expenses. Subtract line 18 from line 12....... 505,085,119 451,573,093
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 11,114,023,261 12,595,526,775
21 Total liabilities (Part X, line 26)............. 4,443,128,314 5,685,724,172
22 Net assets or fund balances. Subtract line 21 from line 20..... 6,670,894,947 6,909,802,603
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 use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 7,872,800,526 including grants of $ 1,086,786,345 ) (Revenue $ 7,226,759,960 )
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 2012, 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: BWFH, 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. 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 BWH and The General 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. Brigham and Women's and The General are leading academic medical centers. Along with five community hospitals and five specialty hospitals, Partners offers health care for nearly every medical need. Patients choose to come to Partners hospitals from the Boston area, but also from across the country and throughout the world because of ground breaking achievements in medical care and the high degree of specialization provided. During the fiscal year 2012, ending September 30, 2012 Partners HealthCare system recorded 151,266 admissions. Ambulatory Care. Each of Partners HealthCare's acute care hospitals provides emergency, ambulatory and outpatient care across major specialties. Combined, they comprise the largest outpatient network in eastern Massachusetts. In 2012, Partners HealthCare acute care hospital based and non-hospital based ambulatory care programs resulted in approximately 1,167,000 routine visits, approximately 332,000 emergency services visits, and approximately 869,000 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. BWFH offers an outpatient center in breast healthcare, and outpatient services at NWH include a cancer center, spine center, women's imaging center, breast center, minimally invasive gynecology center, assisted reproductive technology program, maternal fetal medicine program, joint reconstruction center, diabetes center, bariatric center, wound/ostomy program, multiple sclerosis clinic, gastrointestinal screening (endoscopy), ambulatory surgical service, an adult sleep center. At its Salem and Union campuses and at The Mass General/North Shore Center for Outpatient Care, NSMC offers imaging services, cardiology testing, and surgical suites designed exclusively for outpatient surgery and diagnostic endoscopic procedures. The North Shore Women's Health Center in Danvers provides comprehensive services for women including imaging services. Brigham and Women's Hospital: BWH is licensed by the Massachusetts Department of Public Health (DPH) to operate 763 beds, all of which were staffed as of September 30, 2012. The General Hospital: GHC is licensed by the DPH to operate 1,051 beds, 947 of which were staffed as of September 30, 2012. Brigham and Women's Faulkner Hospital: BWFH is a 153-bed acute care community teaching hospital located in the Jamaica Plain area of Boston, approximately three miles from the BWH campus. Faulkner offers medical/surgical and psychiatric services, comprehensive services in orthopedics, radiology and emergency medicine and specialized programs in breast cancer detection and treatment. Faulkner and BWH integrated certain programs, services and practices, including cardiology, psychiatry, pulmonary medicine and neurology. Faulkner attracts patients primarily from the Jamaica Plain, West Roxbury, Roslindale, Hyde Park and Dedham communities, which are to the south and west of downtown Boston. Nantucket Cottage Hospital: NCH is a 19-bed acute care community hospital located in Nantucket, an island approximately 100 miles south of Boston. NCH offers inpatient and outpatient medical/surgical, obstetrics, emergency, diagnostics, and physical rehabilitation services. Specialized departments include dialysis, chemotherapy and palliative care. NCH's medical staff includes six full-time physicians, while more than 50 physicians, representing a variety of specialties, serve in a consulting capacity or schedule regular visits to the island. NCH has long-standing collaborations with The General in such specialties as cardiology, neurology, dermatology and emergency services and is connected to The General through telemedicine links. The General also provides radiology services to NCH. Newton-Wellesley Hospital: NWH is a 258-bed acute care community teaching hospital located in Newton, approximately 10 miles west of Boston. NWH provides inpatient and outpatient medicine/surgery, obstetrics/gynecology, psychiatry and pediatric services. Specialized services include minimally invasive gynecological surgery, a spine center in collaboration with The General, advanced imaging services for women, and a separate emergency department designed just for children. NWH has developed collaborations with The General in cancer and pediatrics and with BWH's obstetrics/gynecology specialists. NWH attracts patients primarily from Newton, Waltham, Wellesley, Needham, Natick, Weston, Medfield and Wayland, which are west and south of Boston. North Shore Medical Center: NSMC operates two acute care community hospitals. Salem Hospital is licensed for 273 beds and is located in Salem, approximately 20 miles north of Boston; and Union Hospital is licensed for 125 beds and is located in Lynn, approximately 15 miles north of Boston. Salem Hospital: At Salem Hospital, NSMC provides adult medical/surgical, obstetrical, neonatal, gynecological, pediatric, psychiatry, emergency, ambulatory, and substance abuse services, and it is also a regional referral center for cardiology, oncology,
4b (Code:   ) (Expenses $ 1,176,455,256 including grants of $ 0 ) (Revenue $ 1,888,254,256 )
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 - BWH, The General, McLean and Spaulding Boston - 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. Partners HealthCare has also developed a system-wide approach to the creation and enhancement of affiliations with pharmaceutical and biotechnology companies to develop and test strategies and implement solutions for improving patient care. Partners HealthCare has the largest non-university-based non-profit private medical research enterprise in the United States. In 2012, Partners HealthCare's total research expenditures were $1,442.5 million. Of this total, approximately $796.0 million (55%) was funded by NIH and other federal agencies. As of September 30, 2012, Partners HealthCare committed future research funding was approximately $3.0 billion, excluding clinical trials. Partners HealthCare was awarded $338.7 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 thirteen years to support CIMIT, including approximately $7 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 currently supporting a 2 year $5.2M grant for biophotonics that ends September 30, 2013.
4c (Code:   ) (Expenses $ 88,425,728 including grants of $ 0 ) (Revenue $ 99,154,176 )
Teaching: The Partners HealthCare hospitals have a long tradition of educating physicians, other healthcare professionals and biomedical scientists. Approximately 1,470 residents and 760 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. BWFH, 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 1,500 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 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 $ 21,389,027 )
Administrative Fees
(Code:   ) (Expenses $ 848,948 including grants of $ 0 ) (Revenue $ 792,304 )
Daycare Tuition
(Code:   ) (Expenses $ 1,511,919 including grants of $ 0 ) (Revenue $ 692,925 )
Partnership Revenue
4d Other program services (Describe in Schedule O.)
(Expenses $ 2,360,867 including grants of $ 0 ) (Revenue $ 22,874,256 )
4e Total program service expensesMediumBullet$ 9,140,042,377
Form 990 (2011)
Form 990 (2011)
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 IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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
Yes
 
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 temporarily restricted endowments, permanent endowments, 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, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see list of attachments
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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...........................
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.......................
32
 
No
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
Yes
 
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
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 (2011)
Form 990 (2011)
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
342
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
60,234
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
563
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
313
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
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
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete 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
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CO , CT , DE , FL , GA , HI , ID , IN , IA , KS , KY , LA , ME , MD , MA , MI , MN , MS , MO , MT , NE , NV , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , SD , TN , TX , UT , VT , VA , WA , WV , WI , WY
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
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 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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           514,710 0 49,438
(2) Cary W Akins MD
See Schedule O - O & T Titles
 1.0 X           483,359 0 54,463
(3) Richard Alexander MD
See Schedule O - O & T Titles
 1.0 X           247,395 0 41,452
(4) Elisa H Allen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(5) Tibby Allen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(6) Helen D Anderson
See Schedule O - O & T Titles
 1.0 X           0 0 0
(7) Stephen C Anderson
See Schedule O - O & T Titles
 1.0 X           0 0 0
(8) Sara Andrews
See Schedule O - O & T Titles
 1.0 X           0 270,388 45,927
(9) Joan M Archer
See Schedule O - O & T Titles
 50.0 X   X       0 249,263 55,863
(10) Stanley W Ashley MD
See Schedule O - O & T Titles
 1.0 X           549,659 0 62,779
(11) W Gerald Austen MD
See Schedule O - O & T Titles
 1.0 X           1,525,115 0 57,197
(12) Edward N Bailey MD
See Schedule O - O & T Titles
 1.0 X           297,720 0 42,525
(13) Edward Baker-Greene
See Schedule O - O & T Titles
 1.0 X           0 0 0
(14) Charles L Balas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(15) Richard C Bane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(16) Maureen Banks
See Schedule O - O & T Titles
 50.0 X   X       0 447,106 63,227
(17) Peter K Barber
See Schedule O - O & T Titles
 1.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) Robert L Barbieri MD
See Schedule O - O & T Titles
 50.0 X   X       473,456 0 54,071
(19) William S Barker
See Schedule O - O & T Titles
 1.0 X           0 0 0
(20) David S Barlow
See Schedule O - O & T Titles
 1.0 X           0 0 0
(21) Jeffrey T Barnes
See Schedule O - O & T Titles
 1.0 X           0 0 0
(22) Joan M Barrett
See Schedule O - O & T Titles
 1.0 X           0 0 0
(23) Elmer C Bartels
See Schedule O - O & T Titles
 1.0 X           0 0 0
(24) Nesli Basgoz MD
See Schedule O - O & T Titles
 1.0 X           271,739 0 40,688
(25) Carolyn A Beckedorff
See Schedule O - O & T Titles
 1.0 X           0 0 0
(26) Judith G Belash
See Schedule O - O & T Titles
 1.0 X           0 0 0
(27) Mark R Belsky MD
See Schedule O - O & T Titles
 1.0 X           20,462 0 27,600
(28) Joan M Bengtson MD
See Schedule O - O & T Titles
 1.0 X           233,449 0 46,026
(29) Marilyn Bernheimer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(30) Sibel Bessim MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(31) Frank J Biondi Jr
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           329,763 0 74,308
(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) Nicholas S Brill
See Schedule O - O & T Titles
 1.0 X           0 0 0
(38) O'Neil A Britton MD
See Schedule O - O & T Titles
 1.0 X           486,105 0 65,430
(39) Mary R Brown
See Schedule O - O & T Titles
 1.0 X           0 0 0
(40) Tedy L Bruschi
See Schedule O - O & T Titles
 1.0 X           0 0 0
(41) Robert H Brust
See Schedule O - O & T Titles
 1.0 X           0 0 0
(42) John J Burke
See Schedule O - O & T Titles
 1.0 X           0 0 0
(43) George P Butterworth MD
See Schedule O - O & T Titles
 1.0 X           283,847 0 50,573
(44) Justin Byrne MD
See Schedule O - O & T Titles
 1.0 X           242,352 0 35,107
(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) Marc N Casper
See Schedule O - O & T Titles
 1.0 X           0 0 0
(48) Bruce A Chabner MD
See Schedule O - O & T Titles
 1.0 X           402,765 0 50,550
(49) Ennio A Chiocca
See Schedule O - O & T Titles
 1.0 X           0 0 0
(50) Joseph A Ciffolillo
See Schedule O - O & T Titles
 1.0 X           0 0 0
(51) Eugene Howard Clapp
See Schedule O - O & T Titles
 1.0 X           0 0 0
(52) Jennifer Cofer Flanagan
See Schedule O - O & T Titles
 1.0 X           0 0 0
(53) Earl M Collier Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(54) Heidi M Collins
See Schedule O - O & T Titles
 50.0 X   X       210,790 0 19,365
(55) G Drew Conway
See Schedule O - O & T Titles
 1.0 X           0 0 0
(56) Arthur F Cook Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(57) Jennifer Costain
See Schedule O - O & T Titles
 1.0 X           179,598 0 33,470
(58) Michele Courton Brown
See Schedule O - O & T Titles
 1.0 X           0 0 0
(59) Heidi Cox
See Schedule O - O & T Titles
 1.0 X           0 0 0
(60) Susan C Crampton
See Schedule O - O & T Titles
 1.0 X           0 0 0
(61) Thomas P Cunningham III
See Schedule O - O & T Titles
 1.0 X           31,830 0 278
(62) Richard L Curtis MD
See Schedule O - O & T Titles
 1.0 X           36,120 0 22,056
(63) Henry A D'Angelo MD
See Schedule O - O & T Titles
 1.0 X           254,208 0 29,484
(64) Bruce Danziger
See Schedule O - O & T Titles
 1.0 X           0 0 0
(65) Robert A Danziger
See Schedule O - O & T Titles
 1.0 X           0 0 0
(66) Ernesto DaSilva MD
See Schedule O - O & T Titles
 1.0 X           253,607 0 34,338
(67) Judith M Davenport DMD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(68) Kristin S Demong
See Schedule O - O & T Titles
 1.0 X           0 0 0
(69) Susan Dempsey
See Schedule O - O & T Titles
 50.0 X   X       233,891 0 54,757
(70) John M Deutch
See Schedule O - O & T Titles
 1.0 X           0 0 0
(71) Kevin B Dole MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(72) Terence P Doorly MD
See Schedule O - O & T Titles
 1.0 X           667,729 0 42,381
(73) John P Drislane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(74) Margaret M Duggan MD
See Schedule O - O & T Titles
 50.0 X   X       331,429 0 58,293
(75) Molly Dunne
See Schedule O - O & T Titles
 1.0 X           0 0 0
(76) William R Elfers
See Schedule O - O & T Titles
 1.0 X           0 0 0
(77) Arthur J Epstein
See Schedule O - O & T Titles
 1.0 X           0 0 0
(78) Michael K Fee Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(79) Carlos Fernandez-del Castillo MD
See Schedule O - O & T Titles
 1.0 X           673,681 0 54,546
(80) Curt R Feuer Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(81) Gretchen S Fish
See Schedule O - O & T Titles
 1.0 X           0 0 0
(82) Honorable Gregory C Flynn
See Schedule O - O & T Titles
 1.0 X           0 0 0
(83) Nancy S Foster
See Schedule O - O & T Titles
 1.0 X           0 0 0
(84) Bruce H Freedman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(85) Patricia Galvin
See Schedule O - O & T Titles
 1.0 X           0 0 0
(86) Charles K Gifford
See Schedule O - O & T Titles
 1.0 X           0 0 0
(87) Lina Gillies
See Schedule O - O & T Titles
 1.0 X           0 0 0
(88) Michael A Gimbrone Jr MD
See Schedule O - O & T Titles
 50.0 X   X       462,046 0 51,441
(89) Thomas P Glynn PhD
See Schedule O - O & T Titles
 1.0 X           0 965,463 0
(90) Jeffrey A Golden MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(91) Michael Goldstein MD
See Schedule O - O & T Titles
 1.0 X           30,000 0 0
(92) Arthur L Goldstein
See Schedule O - O & T Titles
 1.0 X           0 0 0
(93) Benjamin A Gomez
See Schedule O - O & T Titles
 1.0 X           0 0 0
(94) Annekathryn Goodman MD
See Schedule O - O & T Titles
 1.0 X           452,021 0 52,392
(95) Thomas H Grape
See Schedule O - O & T Titles
 1.0 X           0 0 0
(96) Peter T Greenspan MD
See Schedule O - O & T Titles
 1.0 X           359,748 0 50,667
(97) Daniel J Gross
See Schedule O - O & T Titles
 50.0 X   X       0 406,047 61,119
(98) Suzanne S Gruhl
See Schedule O - O & T Titles
 1.0 X           0 0 0
(99) Michael L Gustafson MD MBA
See Schedule O - O & T Titles
 1.0 X           455,220 0 59,914
(100) Arthur J Gutierrez
See Schedule O - O & T Titles
 1.0 X           0 0 0
(101) Maureen O Hackett
See Schedule O - O & T Titles
 1.0 X           0 0 0
(102) Gerard Hadley
See Schedule O - O & T Titles
 50.0 X   X       0 161,197 38,910
(103) Steven R Haley
See Schedule O - O & T Titles
 1.0 X           0 0 0
(104) Robert Handin MD
See Schedule O - O & T Titles
 1.0 X           244,036 0 48,246
(105) Erling A Hanson Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(106) Jay R Harris MD
See Schedule O - O & T Titles
 50.0 X   X       632,222 0 31,728
(107) Margot Hartmann MD PhD
See Schedule O - O & T Titles
 50.0 X   X       245,341 0 17,972
(108) Peter Helms
See Schedule O - O & T Titles
 1.0 X           0 0 0
(109) Brent L Henry Esq
See Schedule O - O & T Titles
 1.0 X           0 813,076 49,639
(110) John W Henry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(111) Keith Henry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(112) Mark D Hershey MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(113) Mairead Hickey PhD RN
See Schedule O - O & T Titles
 1.0 X           677,823 0 307,430
(114) Kevin F Hickey
See Schedule O - O & T Titles
 1.0 X           0 0 0
(115) Richard E Holbrook
See Schedule O - O & T Titles
 1.0 X           0 0 0
(116) Albert A Holman III
See Schedule O - O & T Titles
 1.0 X           0 0 0
(117) H Robert Horvitz PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(118) William P Hourihan Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(119) E James Hutchens
See Schedule O - O & T Titles
 1.0 X           0 0 0
(120) Ann T Ingram
See Schedule O - O & T Titles
 1.0 X           0 0 0
(121) David Ives
See Schedule O - O & T Titles
 1.0 X           0 0 0
(122) Joseph O Jacobson MD
See Schedule O - O & T Titles
 1.0 X           180,496 0 5,806
(123) Alan Anthony James
See Schedule O - O & T Titles
 1.0 X           230,568 0 22,782
(124) Andre' C Jasse
See Schedule O - O & T Titles
 1.0 X           0 0 0
(125) Michael S Jellinek MD
See Schedule O - O & T Titles
 50.0 X   X       0 907,112 68,549
(126) Mark D Johnson MD PhD
See Schedule O - O & T Titles
 1.0 X           527,328 0 50,230
(127) Patrick F Jordan III
See Schedule O - O & T Titles
 50.0 X   X       0 411,067 65,312
(128) Leonard B Kaban DMD MD
See Schedule O - O & T Titles
 1.0 X           640,375 0 55,061
(129) Steven E Kapfhammer
See Schedule O - O & T Titles
 50.0 X   X       282,156 0 38,356
(130) James L Kaplan PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(131) Sinesia Karol
See Schedule O - O & T Titles
 1.0 X           0 0 0
(132) Steven M Kaye
See Schedule O - O & T Titles
 1.0 X           0 0 0
(133) Marie-Louise Kehoe
See Schedule O - O & T Titles
 1.0 X           0 0 0
(134) Richard M Kelleher
See Schedule O - O & T Titles
 1.0 X           0 0 0
(135) Susan B Kelly
See Schedule O - O & T Titles
 50.0 X   X       132,348 0 11,954
(136) Christopher J Kelly
See Schedule O - O & T Titles
 1.0 X           0 0 0
(137) James R Kelly
See Schedule O - O & T Titles
 1.0 X           0 0 0
(138) Pardon R Kenney MD
See Schedule O - O & T Titles
 1.0 X           421,755 0 62,252
(139) Edward T Kenyon
See Schedule O - O & T Titles
 1.0 X           0 0 0
(140) Parthenia Kiersted
See Schedule O - O & T Titles
 1.0 X           0 0 0
(141) Barrett Kitch MD
See Schedule O - O & T Titles
 1.0 X           324,201 0 24,927
(142) Anthony A Klein
See Schedule O - O & T Titles
 1.0 X           0 0 0
(143) Wendell J Knox
See Schedule O - O & T Titles
 1.0 X           0 0 0
(144) Jonathan A Kraft
See Schedule O - O & T Titles
 1.0 X           0 0 0
(145) John Kucharski
See Schedule O - O & T Titles
 1.0 X           0 0 0
(146) Thomas S Kupper MD
See Schedule O - O & T Titles
 1.0 X           533,684 0 49,444
(147) Kathleen LaPoint
See Schedule O - O & T Titles
 1.0 X           0 0 0
(148) Richard E Larson MD
See Schedule O - O & T Titles
 1.0 X           433,850 0 54,843
(149) Pamela L Lawrence
See Schedule O - O & T Titles
 1.0 X           0 292,086 53,535
(150) Edward J Legare MD
See Schedule O - O & T Titles
 1.0 X           42,137 0 24,738
(151) James J Lehane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(152) John A Lewis MD
See Schedule O - O & T Titles
 50.0 X   X       359,661 0 49,334
(153) Jay Loeffler MD
See Schedule O - O & T Titles
 1.0 X           788,692 0 34,367
(154) Andres J Lopez
See Schedule O - O & T Titles
 1.0 X           0 0 0
(155) Joseph Loscalzo MD PhD
See Schedule O - O & T Titles
 50.0 X   X       611,439 0 55,923
(156) Judith Lucas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(157) Stacey Lucchino
See Schedule O - O & T Titles
 1.0 X           0 0 0
(158) Stanley J Lukowski
See Schedule O - O & T Titles
 1.0 X           0 0 0
(159) Eric Luther
See Schedule O - O & T Titles
 1.0 X           0 0 0
(160) Everett T Lyn MD
See Schedule O - O & T Titles
 1.0 X           473,834 0 50,411
(161) Kenneth E MacWilliams
See Schedule O - O & T Titles
 1.0 X           0 0 0
(162) Andrew Madden
See Schedule O - O & T Titles
 1.0 X           165,178 0 41,471
(163) Frederick Mandell MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(164) Jim Manzi
See Schedule O - O & T Titles
 1.0 X           0 0 0
(165) Peter K Markell
See Schedule O - O & T Titles
 50.0 X   X       0 1,376,386 359,112
(166) Pamela A Mason
See Schedule O - O & T Titles
 1.0 X           0 0 0
(167) Peter Mauch MD
See Schedule O - O & T Titles
 1.0 X           491,264 0 49,707
(168) Nancy Mayo-Smith
See Schedule O - O & T Titles
 1.0 X           0 0 0
(169) J Brian McCarthy
See Schedule O - O & T Titles
 1.0 X           0 0 0
(170) Vincent T McDermott
See Schedule O - O & T Titles
 50.0 X   X       0 230,624 41,941
(171) Maury E McGough MD
See Schedule O - O & T Titles
 1.0 X           0 536,936 68,851
(172) Katherine McGowan MD
See Schedule O - O & T Titles
 1.0 X           74,150 0 661
(173) Janet McGrail Spillane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(174) Scott J McGrath
See Schedule O - O & T Titles
 1.0 X           0 0 0
(175) Carol C McMullen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(176) Joseph C McNay
See Schedule O - O & T Titles
 1.0 X           0 0 0
(177) Barbara J McNeil MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(178) Caroline Ann Merrifield
See Schedule O - O & T Titles
 1.0 X           0 0 0
(179) Tracilee Messina
See Schedule O - O & T Titles
 1.0 X           0 0 0
(180) Joseph J Miaskiewicz MD
See Schedule O - O & T Titles
 1.0 X           291,262 0 35,366
(181) Laura Miller MD
See Schedule O - O & T Titles
 1.0 X           243,478 0 49,274
(182) Edward Miller
See Schedule O - O & T Titles
 1.0 X           0 0 0
(183) Richard Mills
See Schedule O - O & T Titles
 1.0 X           0 0 0
(184) Cathy E Minehan
See Schedule O - O & T Titles
 1.0 X           0 0 0
(185) Michael Molinar
See Schedule O - O & T Titles
 1.0 X           0 0 0
(186) Kathleen Monbouquette
See Schedule O - O & T Titles
 1.0 X           0 0 0
(187) Cynthia A Montgomery PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(188) G Marshall Moriarty Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(189) Laura B Morse
See Schedule O - O & T Titles
 1.0 X           0 0 0
(190) Elizabeth Mort MD MPH
See Schedule O - O & T Titles
 1.0 X           556,960 0 50,880
(191) Cynthia Morton PhD
See Schedule O - O & T Titles
 1.0 X           275,154 0 60,005
(192) John Mottern
See Schedule O - O & T Titles
 1.0 X           0 0 0
(193) William J Mrachek
See Schedule O - O & T Titles
 1.0 X           0 0 0
(194) Michael Muehe
See Schedule O - O & T Titles
 1.0 X           0 0 0
(195) Elizabeth G Nabel MD
See Schedule O - O & T Titles
 50.0 X   X       0 1,210,272 729,207
(196) Peter W Nash
See Schedule O - O & T Titles
 1.0 X           0 0 0
(197) Robert G Norton
See Schedule O - O & T Titles
 50.0 X   X       0 797,709 251,659
(198) Paul T Norton
See Schedule O - O & T Titles
 1.0 X           0 0 0
(199) Michael F O'Connell Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(200) Jeffrey Osgood
See Schedule O - O & T Titles
 1.0 X           0 0 0
(201) Robert L Paglia
See Schedule O - O & T Titles
 1.0 X           0 0 0
(202) Marie Louise Palandjian
See Schedule O - O & T Titles
 1.0 X           0 0 0
(203) Krishna Palepu
See Schedule O - O & T Titles
 1.0 X           0 0 0
(204) Ernest Parizeau
See Schedule O - O & T Titles
 1.0 X           0 0 0
(205) Gregory J Pauly
See Schedule O - O & T Titles
 1.0 X           455,829 0 48,713
(206) Diane R Pearl MD
See Schedule O - O & T Titles
 1.0 X           263,190 0 50,590
(207) Bruce A Percelay
See Schedule O - O & T Titles
 1.0 X           0 0 0
(208) Donald M Perrin
See Schedule O - O & T Titles
 1.0 X           0 0 0
(209) Dennis W Perry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(210) H Bradlee Perry
See Schedule O - O & T Titles
 1.0 X           0 0 0
(211) Patricia P Petraglia
See Schedule O - O & T Titles
 1.0 X           0 0 0
(212) Colette AM Phillips
See Schedule O - O & T Titles
 1.0 X           0 0 0
(213) William F Phinney
See Schedule O - O & T Titles
 1.0 X           0 0 0
(214) Jay B Pieper
See Schedule O - O & T Titles
 1.0 X           0 622,328 25,478
(215) Robert W Pierce Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(216) Pieter Pil MD
See Schedule O - O & T Titles
 1.0 X           457,993 0 15,863
(217) A John Popp MD
See Schedule O - O & T Titles
 1.0 X           783,877 0 41,613
(218) Jennifer L Porter
See Schedule O - O & T Titles
 1.0 X           0 0 0
(219) Ann L Prestipino
See Schedule O - O & T Titles
 1.0 X           548,356 0 44,992
(220) Allyson L Preston MD
See Schedule O - O & T Titles
 1.0 X           390,438 0 40,631
(221) Paula A Price
See Schedule O - O & T Titles
 1.0 X           0 0 0
(222) Deborah B Prothrow-Stith MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(223) Mary G Puma
See Schedule O - O & T Titles
 1.0 X           0 0 0
(224) Abrar A Qureshi MD MPH
See Schedule O - O & T Titles
 1.0 X           424,786 0 49,318
(225) Scott L Rauch MD
See Schedule O - O & T Titles
 50.0 X   X       0 528,478 61,736
(226) Earle A Ray
See Schedule O - O & T Titles
 1.0 X           0 0 0
(227) Arthur I Reade Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(228) Pamela D A Reeve
See Schedule O - O & T Titles
 1.0 X           0 0 0
(229) Mitchell S Rein MD
See Schedule O - O & T Titles
 1.0 X           563,846 0 53,788
(230) Michael L Reney
See Schedule O - O & T Titles
 50.0 X   X       0 496,969 56,719
(231) Patricia F Ribakoff
See Schedule O - O & T Titles
 1.0 X           0 0 0
(232) Auguste E Rimpel Jr PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(233) Charles H Ritch
See Schedule O - O & T Titles
 1.0 X           0 0 0
(234) David J Roberts MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(235) Michael A F Roberts
See Schedule O - O & T Titles
 1.0 X           0 0 0
(236) K Keith Roe
See Schedule O - O & T Titles
 1.0 X           0 0 0
(237) Allan H Ropper MD
See Schedule O - O & T Titles
 1.0 X           413,464 0 51,888
(238) Jerrold F Rosenbaum MD
See Schedule O - O & T Titles
 1.0 X           457,625 0 50,828
(239) David L Rosenbloom PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(240) Marc S Rubin MD
See Schedule O - O & T Titles
 1.0 X           473,227 0 18,997
(241) Roxanne Cichy Ruppel
See Schedule O - O & T Titles
 1.0 X           0 219,865 57,996
(242) Martin A Samuels MD
See Schedule O - O & T Titles
 1.0 X           511,050 0 49,435
(243) John Schaefer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(244) Mark A Schechter MD
See Schedule O - O & T Titles
 1.0 X           296,492 0 41,284
(245) Isaac Schiff MD
See Schedule O - O & T Titles
 1.0 X           429,757 0 50,628
(246) Frederick J Schoen MD PhD
See Schedule O - O & T Titles
 50.0 X   X       389,241 0 51,451
(247) Scott A Schoen
See Schedule O - O & T Titles
 1.0 X           0 0 0
(248) Scott Schuster
See Schedule O - O & T Titles
 1.0 X           0 0 0
(249) Lee H Schwamm MD
See Schedule O - O & T Titles
 1.0 X           380,274 0 42,304
(250) Mark Schwartz
See Schedule O - O & T Titles
 1.0 X           0 0 0
(251) Steven E Seltzer MD
See Schedule O - O & T Titles
 50.0 X   X       423,541 0 54,770
(252) A Alan Semine MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(253) Stanton K Shernan MD
See Schedule O - O & T Titles
 1.0 X           538,805 0 57,351
(254) J Dale Sherratt
See Schedule O - O & T Titles
 1.0 X           0 0 0
(255) Richard C Shipley
See Schedule O - O & T Titles
 1.0 X           0 0 0
(256) Jeffrey N Shribman Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(257) David Silbersweig MD
See Schedule O - O & T Titles
 1.0 X           546,825 0 49,428
(258) Eric S Silverman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(259) Richard N Silverman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(260) Shirley L Singleton
See Schedule O - O & T Titles
 1.0 X           0 0 0
(261) Ronald L Skates
See Schedule O - O & T Titles
 1.0 X           0 0 0
(262) J Jack Skowronski MD
See Schedule O - O & T Titles
 1.0 X           293,467 0 40,485
(263) Peter L Slavin MD MBA
See Schedule O - O & T Titles
 50.0 X   X       0 1,422,981 335,710
(264) Barry R Sloane
See Schedule O - O & T Titles
 1.0 X           0 0 0
(265) Allen L Smith MD
See Schedule O - O & T Titles
 50.0 X   X       551,964 0 49,470
(266) Benjamin Smith MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(267) Raymond A Smith MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(268) W Lloyd Snyder III
See Schedule O - O & T Titles
 1.0 X           0 0 0
(269) Josiah A Spaulding Jr
See Schedule O - O & T Titles
 1.0 X           0 0 0
(270) Scott M Sperling
See Schedule O - O & T Titles
 1.0 X           0 0 0
(271) Gary A Spiess Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(272) John W Stakes III MD
See Schedule O - O & T Titles
 1.0 X           295,335 0 52,734
(273) Kathleen M Stansky
See Schedule O - O & T Titles
 1.0 X           0 0 0
(274) David JR Steele MD
See Schedule O - O & T Titles
 1.0 X           436,411 0 50,718
(275) Anne E Steer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(276) Jacquelynne M Stepanian
See Schedule O - O & T Titles
 1.0 X           0 0 0
(277) Judith R Stewart
See Schedule O - O & T Titles
 1.0 X           0 0 0
(278) David E Storto
See Schedule O - O & T Titles
 50.0 X   X       0 575,596 62,891
(279) David J Sugarbaker MD
See Schedule O - O & T Titles
 1.0 X           1,193,697 0 52,025
(280) Francene Sussner Rodgers
See Schedule O - O & T Titles
 1.0 X           0 0 0
(281) Timothy D Sweet
See Schedule O - O & T Titles
 1.0 X           0 0 0
(282) Khalid Syed MD
See Schedule O - O & T Titles
 1.0 X           357,928 0 42,803
(283) Cynthia Taft
See Schedule O - O & T Titles
 1.0 X           0 0 0
(284) James D Taiclet
See Schedule O - O & T Titles
 1.0 X           0 0 0
(285) Robert E Tarpy MD
See Schedule O - O & T Titles
 1.0 X           104,752 0 0
(286) Elizabeth S Taylor
See Schedule O - O & T Titles
 50.0 X   X       0 174,372 23,431
(287) Walter Teller
See Schedule O - O & T Titles
 1.0 X           0 0 0
(288) Clare M Tempany MD
See Schedule O - O & T Titles
 1.0 X           413,240 0 51,468
(289) Henri A Termeer
See Schedule O - O & T Titles
 1.0 X           0 0 0
(290) Dorothy A Terrell
See Schedule O - O & T Titles
 1.0 X           0 0 0
(291) Jeffrey S Thomas
See Schedule O - O & T Titles
 1.0 X           0 0 0
(292) Richard D Thomson
See Schedule O - O & T Titles
 1.0 X           0 0 0
(293) Alexander L Thorndike
See Schedule O - O & T Titles
 1.0 X           0 0 0
(294) Thomas S Thornhill MD
See Schedule O - O & T Titles
 1.0 X           701,535 0 50,367
(295) David F Torchiana MD
See Schedule O - O & T Titles
 50.0 X   X       1,066,541 0 327,472
(296) Elyssa J Towers
See Schedule O - O & T Titles
 1.0 X           99,954 0 13,850
(297) Mary Ann Tynan
See Schedule O - O & T Titles
 1.0 X           0 0 0
(298) Charles A Vacanti MD
See Schedule O - O & T Titles
 50.0 X   X       626,446 0 53,110
(299) Carol A Vallone
See Schedule O - O & T Titles
 1.0 X           0 0 0
(300) Ron M Walls MD
See Schedule O - O & T Titles
 1.0 X           547,313 0 49,463
(301) Timothy J Walsh
See Schedule O - O & T Titles
 50.0 X   X       448,696 0 63,286
(302) Andrew L Warshaw MD
See Schedule O - O & T Titles
 1.0 X           1,053,911 0 64,470
(303) David L Weltman
See Schedule O - O & T Titles
 1.0 X           0 0 0
(304) Rev Gloria E White-Hammond MD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(305) Linda Whitlock
See Schedule O - O & T Titles
 1.0 X           0 0 0
(306) Anthony D Whittemore MD
See Schedule O - O & T Titles
 1.0 X           539,206 0 59,775
(307) Jessica Wolfe PhD
See Schedule O - O & T Titles
 1.0 X           0 0 0
(308) John V Woodard Esq
See Schedule O - O & T Titles
 1.0 X           0 0 0
(309) Stephen G Woodsum
See Schedule O - O & T Titles
 1.0 X           0 0 0
(310) John Wright MD
See Schedule O - O & T Titles
 1.0 X           551,818 0 48,899
(311) Charles F Wu
See Schedule O - O & T Titles
 1.0 X           0 0 0
(312) Gwill York
See Schedule O - O & T Titles
 1.0 X           0 0 0
(313) Amy R Yunes
See Schedule O - O & T Titles
 50.0 X   X       55,491 0 13,091
(314) Ross D Zafonte DO
See Schedule O - O & T Titles
 1.0 X           569,918 0 50,797
(315) Michael J Zinner MD
See Schedule O - O & T Titles
 1.0 X           1,004,544 0 50,246
(316) Joshua L Abrams Esq
See Schedule O - O & T Titles
 50.0     X       0 150,834 43,854
(317) Sarah Arnholz Esq
See Schedule O - O & T Titles
 50.0     X       0 182,111 42,842
(318) Elizabeth M Azano Esq
See Schedule O - O & T Titles
 50.0     X       0 100,936 29,833
(319) Sally Mason Boemer
See Schedule O - O & T Titles
 50.0     X       0 608,679 63,168
(320) Jean M Boyle Esq
See Schedule O - O & T Titles
 50.0     X       0 153,219 24,965
(321) David J Burke
See Schedule O - O & T Titles
 50.0     X       135,638 0 18,038
(322) Brian F Chiango
See Schedule O - O & T Titles
 50.0     X       356,671 0 51,652
(323) Amy Casey Connolly
See Schedule O - O & T Titles
 50.0     X       104,340 0 35,110
(324) Richard Cornell
See Schedule O - O & T Titles
 50.0     X       226,290 0 50,521
(325) Paul G Cushing Esq
See Schedule O - O & T Titles
 50.0     X       0 236,112 59,082
(326) Joan E Elias Esq
See Schedule O - O & T Titles
 50.0     X       0 212,059 52,790
(327) Karen Flaherty
See Schedule O - O & T Titles
 50.0     X       183,882 0 42,551
(328) Naomi Bass Grace Esq
See Schedule O - O & T Titles
 50.0     X       0 112,658 38,208
(329) James L Heffernan
See Schedule O - O & T Titles
 50.0     X       445,462 0 55,443
(330) John R Higham Esq
See Schedule O - O & T Titles
 50.0     X       0 282,593 56,478
(331) William C Johnston
See Schedule O - O & T Titles
 50.0     X       406,464 0 50,357
(332) Katherine M Kneeland Esq
See Schedule O - O & T Titles
 50.0     X       0 257,983 36,725
(333) David Lagasse
See Schedule O - O & T Titles
 50.0     X       0 285,857 54,413
(334) Thomas Lenkowski
See Schedule O - O & T Titles
 50.0     X       211,663 0 17,675
(335) Timothy P Lynch
See Schedule O - O & T Titles
 50.0     X       174,910 0 8,383
(336) Harvey Mamon MD
See Schedule O - O & T Titles
 50.0     X       445,141 0 47,869
(337) David McCready
See Schedule O - O & T Titles
 50.0     X       369,862 0 63,667
(338) Gilbert H Mudge Jr MD
See Schedule O - O & T Titles
 50.0     X       0 513,669 78,433
(339) Rachel Scheer Wasserstrom
See Schedule O - O & T Titles
 50.0     X       188,850 0 37,145
(340) Mary Shaughnessy
See Schedule O - O & T Titles
 50.0     X       0 333,951 53,701
(341) Joan C Stoddard Esq
See Schedule O - O & T Titles
 50.0     X       0 280,780 56,346
(342) Gerard P Walsh
See Schedule O - O & T Titles
 50.0     X       212,588 0 45,336
(343) David B Wright Esq
See Schedule O - O & T Titles
 50.0     X       0 224,282 38,998
(344) Thomas H Aretz MD
Vice Pres. - PMI
 50.0       X     0 406,381 57,194
(345) Dennis Ausiello MD
Chief of Medicine - GHC
 50.0       X     850,249 0 50,911
(346) Susan M Beausoliel
COO - PHC
 50.0       X     0 192,843 46,141
(347) Barbara E Bierer MD
Sr. Vice Pres. - BWH
 50.0       X     518,354 0 64,894
(348) Elaine L Bridge
Sr. Vice Pres. & CNO - NWH
 50.0       X     0 357,607 53,117
(349) Steven D Browell MD
Medical Director - NSPG
 50.0       X     413,514 0 37,480
(350) Kenneth Chisholm
Administrator - WNR
 50.0       X     241,408 0 27,759
(351) Mary Beth DiFilippo
Vice Pres. - SKRH
 50.0       X     193,223 0 24,788
(352) James Ferriter
Director Physician Services -
 50.0       X     201,575 0 46,006
(353) Joanne M Fucile
CNO - PCC
 50.0       X     217,814 0 19,845
(354) Mary Jo Gagnon
Sr. Vice Pres. - NSMC
 50.0       X     0 238,958 40,462
(355) Joseph Gold MD
Chief Medical Officer - MCL
 50.0       X     361,256 0 61,482
(356) Michele Gougeon MSc
COO & Executive VP - MCL
 50.0       X     336,097 0 66,683
(357) Judy Hayes
Vice Pres. - BWFH
 50.0       X     266,140 0 45,339
(358) Keith D Lillemoe MD
Surgeon-In-Chief - GHC
 50.0       X     937,032 0 15,935
(359) Gregg S Meyer MD
Sr. Vice Pres. - GHC
 50.0       X     627,698 0 51,802
(360) Frederick Millham MD
Chief of Surgery - NWH
 50.0       X     449,210 0 40,475
(361) Ellen Moloney
Sr. Vice Pres. - NWH
 50.0       X     0 287,530 44,873
(362) Stephanie N Nadolny
Vice Pres. - RHCI
 50.0       X     158,074 0 31,281
(363) Britain W Nicholson MD
Sr. Vice Pres. & CMO - GHC
 50.0       X     703,885 0 50,836
(364) Beatrice Thibedeau
Sr. Vice Pres. & CNO - NSMC
 50.0       X     0 280,568 38,750
(365) Robert D Welch
Vice Pres. - SRH
 50.0       X     151,427 0 40,567
(366) Lawrence H CohnMD
Surgeon
 50.0         X   2,235,720 0 51,993
(367) Thomas Gill IV MD
Surgeon
 50.0         X   1,957,354 0 53,079
(368) Thomas F Holovacs MD
Surgeon
 50.0         X   1,440,882 0 53,080
(369) Scott D Martin MD
Surgeon
 50.0         X   1,330,485 0 49,104
(370) Jon P Warner MD
Surgeon
 50.0         X   1,893,839 0 53,079
(371) Christopher Attaya
Former Officer - PHC, Hospic
 50.0           X 0 146,961 0
(372) Christopher Clark Esq
Former Officer - MGH, GHC
 50.0           X 0 301,344 62,175
(373) Michael E Conklin Jr
Former Officer - BWFH
 50.0           X 0 232,297 0
(374) Andrew Jeon MD MBA
Former Officer - PMI
 50.0           X 0 446,414 21,796
(375) Carol Sim
Former Officer - RHCI
 50.0           X 0 208,994 0
(376) David J Trull
Former Officer - BWFH
 50.0           X 0 822,660 21,420
(377) Ulrike Berzau
Former Key - SRH
 50.0           X 178,358 0 24,173
(378) Rebecca Blair
Former Key - BWFH
 50.0           X 0 176,171 39,545
(379) Arthur J Bowes
Former Key - NSMC
 50.0           X 0 265,198 52,264
(380) Franklin R Bringhurst MD
Former Key - GHC
 50.0           X 680,851 0 50,947
(381) S Bruce Dowton MD
Former Key - PMI
 50.0           X 0 377,984 52,617
(382) James Ellison MD
Former Key - MCL
 50.0           X 208,009 0 60,989
(383) Joel Heller MD
Former Key - NSPG
 50.0           X 381,901 0 41,568
(384) Jeanette Ives Erickson RN DN
Former Key - GHC
 50.0           X 544,610 0 54,938
(385) Virginia Mirisola
Former Key - SKRH
 50.0           X 0 173,859 47,657
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 61,474,715 21,966,813 10,224,597
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet9,428
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Turner Construction Co
855 Boylston Street
BOSTON,MA02114 		Construction Svcs 74,248,613
Walsh Brothers
210 Commercial Steet
BOSTON,MA02109 		Construction Svcs 64,920,433
William A Berry Son Inc
99 Conifer Hill Drive
DANVERS,MA01923 		Construction Svcs 24,790,945
John Moriarty Associates Inc
3 Church Street
WINCHESTER,MA018901804 		Construction Svcs 24,558,774
Angelica-Worcester
PO BOX 823283
PHILADELPHIA,PA191823283 		Laundry Services 20,405,070
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet653
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 17,593,705
d Related organizations...1d 1,057,279,831
e Government grants (contributions)1e 799,670,181
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,008,889,591
g Noncash contributions included in lines 1a-1f:$ 5,757,966
h Total. Add lines 1a-1f.......MediumBullet 2,883,433,308
Program Service Revenue Business Code
2a PATIENT CARE AND RELATED SERVICES 621,990 7,224,766,881 7,224,766,881    
b AMBULANCE INCOME 621,910 1,993,079 1,993,079    
c RESEARCH AND EDUCATION REVENUE 541,700 16,842,663 16,842,663    
d ADMINISTRATIVE FEES 561,000 22,635,492 21,389,027 1,246,465  
e DAYCARE TUITION 624,410 792,304 792,304    
f All other program service revenue . 1,100,760 1,100,760    
g Total. Add lines 2a–2f........MediumBullet 7,268,131,179
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 75,116,870     75,116,870
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 62,702,062     62,702,062
(i) Real (ii) Personal
6a Gross rents 36,300,967  
b Less: rental expenses    
c Rental income or (loss) 36,300,967  
d Net rental income or (loss).......MediumBullet 36,300,967   10,857,677 25,443,290
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 50,894,598  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 50,894,598  
d Net gain or (loss)..........MediumBullet 50,894,598   -1,324,715 52,219,313
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 1,929,203
b Less: direct expenses ...b 4,006,911
c Net income or (loss) from fundraising events..MediumBullet -2,077,708   -2,077,708
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 9,300
b Less: direct expenses ...b 21,000
c Net income or (loss) from gaming activities...MediumBullet -11,700     -11,700
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 48,947,103     48,947,103
b CAFETERIA INCOME 722,210 25,509,165     25,509,165
c CONSULTING SERVICES 541,900 260,503   104,028 156,475
d All other revenue .... 3,353,958   3,353,958  
e Total. Add lines 11a–11d ......MediumBullet 78,070,729
12 Total revenue. See Instructions....MediumBullet 10,452,560,305 7,266,884,714 14,237,413 288,004,870
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21 1,086,786,345 1,086,786,345
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. 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 .... 65,588,309   65,588,309  
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 4,073,405,100 3,738,382,712 312,834,325 22,188,063
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 235,542,182 215,110,965 20,427,480 3,737
9 Other employee benefits ....... 669,614,066 603,000,820 59,135,924 7,477,322
10 Payroll taxes ........... 201,603,248 181,526,826 20,068,947 7,475
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 5,579,969 4,993,967 559,596 26,406
c Accounting ........... -32,130 -42,445 10,315  
d Lobbying ........... 267,819 4,248 263,571  
e Professional fundraising. See Part IV, line 17.. 841,808 841,808
f Investment management fees ...... 0      
g Other .......... 859,395,965 758,776,781 93,986,263 6,632,921
12 Advertising and promotion .... 16,890,143 13,401,883 3,388,009 100,251
13 Office expenses ....... 1,121,771,755 1,014,901,890 103,892,646 2,977,219
14 Information technology ...... 36,914,362 33,662,729 3,190,771 60,862
15 Royalties .. 0      
16 Occupancy ........... 300,054,178 271,318,346 26,581,579 2,154,253
17 Travel ............ 31,572,690 28,222,954 1,994,316 1,355,420
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 7,278,072 6,746,151 515,143 16,778
20 Interest ........... 80,317,871 62,545,898 17,771,973  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 365,604,151 319,232,118 46,355,210 16,823
23 Insurance .............. 89,192,836 81,533,210 7,659,626  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MEALS 23,639,991 20,502,341 2,087,203 1,050,447
b NON-PATIENT BAD DEBT EXPENSE 4,834,404 4,298,670 535,734  
c NON CAPITAL EQUIPMENT 14,916,341 13,320,879 1,549,805 45,657
d OTHER RESEARCH EXPENSES 423,184,023 423,073,796 72,938 37,289
e
f All other expenses 286,223,714 258,741,293 26,305,993 1,176,428
25 Total functional expenses. Add lines 1 through 24f 10,000,987,212 9,140,042,377 814,775,676 46,169,159
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 347,701,326 2 318,799,438
3 Pledges and grants receivable, net ......... 423,126,250 3 378,939,825
4 Accounts receivable, net ......... 767,387,184 4 831,522,947
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 174,952 5 74,703
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 .......... 0 6 0
7 Notes and loans receivable, net ............. 13,381,148 7 32,326,852
8 Inventories for sale or use .............. 37,818,467 8 38,012,022
9 Prepaid expenses and deferred charges ............ 62,862,383 9 49,487,698
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,341,239,800
b Less: accumulated depreciation. ..... 10b 2,740,800,232 3,508,142,595 10c 3,600,439,568
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ...... 5,108,058,875 12 5,941,264,255
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 845,370,081 15 1,404,659,467
16 Total assets. Add lines 1 through 15 (must equal line 34)... 11,114,023,261 16 12,595,526,775
Liabilities 17 Accounts payable and accrued expenses . 2,021,671,976 17 2,845,084,885
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 0 19 35,766
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 1,480,889
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 2,421,456,338 25 2,839,122,632
26 Total liabilities. Add lines 17 through 25..... 4,443,128,314 26 5,685,724,172
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 ..... 4,755,802,674 27 4,915,625,199
28 Temporarily restricted net assets ..... 1,379,449,886 28 1,390,732,588
29 Permanently restricted net assets ..... 535,642,387 29 603,444,816
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 ..... 6,670,894,947 33 6,909,802,603
34 Total liabilities and net assets/fund balances ..... 11,114,023,261 34 12,595,526,775
Form 990 (2011)
Form 990 (2011)
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
10,452,560,305
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
10,000,987,212
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
451,573,093
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
6,670,894,947
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-212,665,437
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
6,909,802,603
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 (2011)
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
2011
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 07 Yes   Yes   Yes   0
(2) THE MASSACHUSETTS GENERAL HOSPITAL
  		041564655 07 Yes   Yes   Yes   0
(3) NANTUCKET COTTAGE HOSPITAL INC
  		042103823 03 Yes   Yes   Yes   0
(4) BRIGHAM AND WOMEN'S HEALTH CARE INC
  		042921338 07 Yes   Yes   Yes   0
(5) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC
  		043466314 09 Yes   Yes   Yes   0
(6) THE BRIGHAM AND WOMEN'S HOSPITAL INC
  		042312909 03 Yes   Yes   Yes   0
(7) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC
  		042768256 03 Yes   Yes   Yes   0
(8) NEWTON-WELLESLEY HOSPITAL INC
  		042103611 03 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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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 Medical International, 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: 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 (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: 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: Biosciences Research Foundation, Inc. (i) Name of Supported Organization: Brigham and Women's Health Care, 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: Brigham and Women's Health Care, 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 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: 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: Brigham and Women's 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: Brigham and Women's 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: Brigham and Women's 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 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: North Shore Physicians Group, 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: 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 Ambulatory Services, Inc (i) Name of Supported Organization: Newton-Wellesley Hospital (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: 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) 2011

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
2011
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 on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return 		Employer identification number

90-0656139
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return 		Employer identification number

90-0656139
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

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

Additional Data


Software ID:  
Software Version:  
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
2011
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, line 35c (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 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 function 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) 2011

Schedule C (Form 990 or 990-EZ) 2011
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 expenses, and share of excess lobbying expenditures).
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) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(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
 
267,819
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
267,819
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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, Part II-A; line 5; and Part ll-B, line 1.
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. THE MAJORITY OF THE FUNDS EXPENDED FOR LOBBYING ACTIVITIES WERE FOR PAYMENTS MADE TO THE MASSACHUSETTS HOSPITAL ASSOCIATION, WHICH DETERMINED THAT DURING FISCAL YEAR 2012 19.52% OF ITS MEMBERSHIP DUES WERE USED FOR LOBBYING PURPOSES.
Schedule C (Form 990 or 990EZ) 2011

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

Schedule D (Form 990) 2011
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 .... 1,601,592,324 1,608,039,028 1,470,052,662 1,520,440,070
b Contributions ........ 44,689,578 29,202,553 18,219,969 12,070,437
c Net investment earnings, gains, and losses ... 173,953,391 21,509,517 144,155,773 15,827,397
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		77,023,454 57,158,774 24,389,065 78,585,242
f Administrative expenses ....        
g End of year balance ...... 1,743,211,839 1,601,592,324 1,608,039,339 1,469,752,662
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet49.000 %
b
Permanent endowment SchDMd Bullet20.000 %
c
Temporarily restricted endowment SchDMd Bullet31.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 19,013,253 131,010,527 150,023,780
b Buildings ................ 6,940,040 4,525,504,964 2,062,756,099 2,469,688,905
c Leasehold improvements ............   230,062,580 123,181,418 106,881,162
d Equipment ................   1,057,240,326 549,170,802 508,069,524
e Other .................   371,468,109 5,691,912 365,776,197
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,600,439,568
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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 		5,746,022,750 F

(B) INVESTED CASH EQUIVALENTS 		33,240,970 F

(C) EQUITIES 		111,959,898 F

(D) US GOVT & OTHER FIXED INC SEC 		37,613,966 F

(E) PRIVATE PARTNERSHIPS & OTHER 		12,426,671 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 5,941,264,255
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) must 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 57,672,849
(2) INVESTMENT IN PARTNERSHIPS 3,054,022
(3) CASH SURR VALUE OF LIFE INS 8,410,772
(4) DUE FROM AFFILIATES 123,977,983
(5) CONTRIBUTIONS REC FROM TRUST 5,334,822
(6) INV IN NET ASSESTS OF AFFIL 770,675,926
(7) OTHER ASSETS 435,533,093


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,404,659,467
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DUE TO AFFILIATES 253,598,465
PARTNERS HEALTHCARE SYSTEM CAP 2,354,592,383
CAPITAL LEASE OBLIGATIONS 0
DUE TO 3RD PARTY PAYORS 8,926,245
CURRENT PORTION OF SETTLEMENT 49,511,349
UNEXPENDED FUNDS ON RESEARCH G 170,340,868
OTHER LIABILITIES 2,153,322


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,839,122,632
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) 2011

Schedule D (Form 990) 2011
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  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
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 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
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 must 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 must 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
Collections of art, historical treasures or other similar assets Part III, Line 1a The organization maintains collections of art, historical treasures or other similar assets. The collections are comprised principally of medical artifacts and antiquities including surgical equipment. The collections also include works of art including sculptures, pictures, portraits and plaques. These items were obtained by the organization over many years primarily through donations. The value of these items is not considered material to the financial statements of the organization.
Collections of art, historical treasures or other similar assets Part III, Line 4 The organization's collection explores the evolution of healthcare and medicine at Massachusetts General Hospital (MGH). Exhibits and programs allow visitors to follow MGH's history of research, patient care and medical discovery across three centuries and are in furtherance of the organizations teaching mission.
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) 2011

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
2011
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 its grants
and other 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 its grants and other
assistance 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 295,937
Central America and the Caribbean     Program Services Jointly Owned For Ins. 90,961,381
East Asia and the Pacific 1   Program Services PAT. CARE, RES. & EDUC 1,881,348
Europe (Including Iceland and Greenland)   2 Program Services PAT. CARE, RES. & EDUC 9,711,214
Middle East and North Africa   1 Program Services PAT. CARE, RES. & EDUC 433,772
North America   1 Program Services PAT. CARE, RES. & EDUC 15,446,491
Russia and the Newly Independent States     Program Services PAT. CARE, RES. & EDUC 101,740
South America     Program Services PAT. CARE, RES. & EDUC 325,498
South Asia     Program Services PAT. CARE, RES. & EDUC 1,080,423
Sub-Saharan Africa   22 Program Services PAT. CARE, RES. & EDUC 4,075,985
           
           
           
           
           
           
           
3a Sub-total ..... 1 26 124,313,789
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 26 124,313,789
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
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) 2011
Schedule F (Form 990) 2011Page 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) 2011
Schedule F (Form 990) 2011
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) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
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) 2011
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 arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
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 0 525,606 0
Wayland Group Fundraising Strategy   No 0 112,434 0
Eve K Nichols Fundraising Strategy   No 0 92,688 0
Galler Group Fundraising Strategy   No 0 30,553 0
Wein Associates Fundraising Strategy   No 0 25,200 0
Bentz Whaley Flessner Fundraising Strategy   No 0 24,652 0
Rafanelli Events Fundraising Strategy   No 583,785 15,000 568,785
Cannon Hill Associates Fundraising Strategy   No 0 9,075 0
Judy Biondi Fundraising Strategy   No 50,000 6,600 43,400
Total .................right arrow 633,785 841,808 612,185
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.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
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

2012 Pops
(event type) 		(b) Event #2

2012 MGH Run
(event type) 		(c) Other Events

155
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,452,060 1,717,092 15,166,106 19,335,258
2 Less: Charitable
contributions . . . 		2,290,815 1,717,092 13,402,198 17,410,105
3 Gross income (line 1
minus line 2) . . . 		161,245   1,763,908 1,925,153
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . . 18,476   185,879 204,355
6 Rent/facility costs . . 20,000   249,006 269,006
7 Food and beverages . . 190,750   1,059,018 1,249,768
8 Entertainment . . . 271,748   347,047 618,795
9 Other direct expenses . 392,390   1,265,519 1,657,909
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 3,999,833
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -2,074,680
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: MA
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) 2011
Schedule G (Form 990 or 990-EZ) 2011
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
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) 2011
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
2011
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
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did 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 used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance 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 discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
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 Financial Assistance at cost
(from Worksheet 1) .. 		    129,339,811 29,393,880 99,945,931 1.300 %
b Medicaid (from Worksheet 3, column a) .....     614,474,393 401,469,246 213,005,147 2.800 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .            
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    743,814,204 430,863,126 312,951,078 4.100 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    49,962,765 7,147,652 42,815,113 0.600 %
f Health professions education
(from Worksheet 5) .. 		    225,286,777 54,304,572 170,982,205 2.300 %
g Subsidized health services
(from Worksheet 6) .. 		    21,400,000   21,400,000 0.300 %
h Research (from Worksheet 7)     1,337,014,199 62,450,953 1,274,563,246 17.000 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     2,005,294   2,005,294  
jTotal Other Benefits ...     1,635,669,035 123,903,177 1,511,765,858 20.200 %
kTotal. Add lines 7d and 7j. ..     2,379,483,239 554,766,303 1,824,716,936 24.300 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense........
2
22,329,268
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
0
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
1,231,770,712
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,384,735,995
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-152,965,283
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(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) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?13
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 The General Hospital (Massachusetts Gen)
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 X    
5 Brigham and Women's Faulkner Hospital
1153 Centre Street
Jamaica Plains,MA02130 		X X   X   X      
6 The McLean Hospital Corporation
115 Mill Street
Belmont,MA02478 		X     X   X      
7 Spaulding Rehabilitation Hospital Corp
300 First Avenue
Charlestown,MA02129 		X               rehab. facility
8 Shaughnessy-Kaplan Rehabilitation Hosp
Dove Avenue
Salem,MA01970 		X               rehab. facility
9 Rehabilitation Hospital of the Cape and
311 Service Road
East Sandwich,MA02537 		X               rehab. facility
10 Spaulding Hospital - Cambridge Inc
1575 Cambridge Street
Cambridge,MA02138 		X               rehab. facility
11 Nantucket Cottage Hospital
57 Prospect Street
Nantucket,MA02554 		X           X    
12 Martha's Vineyard Hospital Inc
Linton Lane PO Box 1477
Oak Bluffs,MA02557 		X       X   X    
13 North Shore Medical Center Inc
500 Lynnfield Street
Lynn,MA01904 		X X X X   X X    
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
The General Hospital (Massachusetts Gen)
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
The Brigham and Women's Hospital Inc
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
North Shore Medical Center Inc
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Newton-Wellesley Hospital
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Brigham and Women's Faulkner Hospital
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
The McLean Hospital Corporation
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Spaulding Rehabilitation Hospital Corp
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Shaughnessy-Kaplan Rehabilitation Hosp
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Rehabilitation Hospital of the Cape and
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Spaulding Hospital - Cambridge Inc
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Nantucket Cottage Hospital
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
Martha's Vineyard Hospital Inc
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):12

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
North Shore Medical Center Inc
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):13

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?73
Name and address Type of Facility (describe)
1 MGH HEALTH CENTER CHELSEA
100 EVERETT AVENUE 1ST FLOOR 16C
CHELSEA,MA02150 		OUTPATIENT CLINIC HEALTHCARE CENTER
2 MGH CHARLESTOWN HEALTHCARE CENTER
73 HIGH STREET
CHARLESTOWN,MA02129 		OUTPATIENT CLINIC HEALTHCARE CENTER
3 MGH CHELSEA HEALTHCARE CENTER
151 EVERETT AVENUE FLOORS 1-4
CHELSEA,MA02150 		OUTPATIENT CLINIC HEALTHCARE CENTER
4 MGH EVERETT FAMILY CARE
19-23 NORWOOD STREET
EVERETT,MA02149 		OUTPATIENT CLINIC HEALTHCARE CENTER
5 STUDENT HEALTH CENTER AT CHELSEA HIGH S
299 EVERETT AVENUE
CHELSEA,MA02150 		OUTPATIENT CLINIC HEALTHCARE CENTER
6 EMERSON HOSPITAL MGH-RADIATION ONCOLOGY
ROUTE 2 CUMMINGS BUILDING
CONCORD,MA01742 		OUTPATIENT CLINIC HEALTHCARE CENTER
7 MGH ROCA YOUTH HEALTH CENTER
101 PARK STREET 1ST FLOOR
CHELSEA,MA02150 		OUTPATIENT CLINIC HEALTHCARE CENTER
8 MGH REVERE HEALTHCARE CENTER
300 OCEAN AVENUE 3RD FLOOR
REVERE,MA02151 		OUTPATIENT CLINIC HEALTHCARE CENTER
9 MGH BACK BAY HEALTHCARE CENTER
388 COMMONWEALTH AVENUE
BOSTON,MA02115 		OUTPATIENT CLINIC HEALTHCARE CENTER
10 MGH WEST
40 SECOND AVENUE SUITE 200 360 4
WALTHAM,MA02154 		OUTPATIENT CLINIC HEALTHCARE CENTER
11 MGH REVERE SCHOOL BASED HEALTH CENTER
101 SCHOOL STREET
REVERE,MA02151 		OUTPATIENT CLINIC HEALTHCARE CENTER
12 LABORATORY FOR MOLECULAR MEDICINE
65 LANSDOWNE STREET 3RD FLOOR
CAMBRIDGE,MA02139 		OUTPATIENT DIAGNOSTIC LABORATORY
13 MGH VOICE DISORDER PROGRAM
ONE BOWDOIN SQUARE 11TH FLOOR
BOSTON,MA02114 		OUTPATIENT CLINIC
14 MGH CARDIOVASCULAR DISEASE PREVENTION CE
25 NEW CHARDON STREET SUITE 301
BOSTON,MA02114 		OUTPATIENT CLINIC HEALTHCARE CENTER
15 YAWKEY CENTER FOR OUTPATIENT CARE
32 FRUIT STREET
BOSTON,MA02114 		OUTPATIENT CLINIC
16 MGH CHARLES RIVER PLAZA
165 CAMBRIDGE STREET
BOSTON,MA02114 		OUTPATIENT CLINIC
17 MGH VASCULAR CENTER
52 SECOND AVENUE 2ND FLOOR
WALTHAM,MA02451 		OUTPATIENT CLINIC
18 MGH SPORTS MEDICINE CENTER
175 CAMBRIDGE STREET 4TH FLOOR
BOSTON,MA02114 		OUTPATIENT CLINIC
19 MGH SLEEP DISORDERS TESTING UNIT
5 BLOSSOM STREET 2ND FLOOR
BOSTON,MA02114 		OUTPATIENT CLINIC
20 MGH OUTPATIENT CARE
275 CAMBRIDGE STREET 3RD FLOOR
BOSTON,MA02114 		OUTPATIENT CLINIC
21 MGH CHARLESTOWN MONUMENT STREET COUNSEL
76 MONUMENT STREET 1ST FLOOR
CHARLESTOWN,MA02129 		OUTPATIENT CLINIC
22 MASS GENERALNORTH SHORE CENTER FOR OUT
102 ENDICOTT STREET 1ST AND 2ND FL
DANVERS,MA01923 		OUTPATIENT CLINIC HEALTHCARE CENTER
23 MGH REVERE BROADWAY HEALTH CENTER
300 BROADWAY
REVERE,MA02151 		OUTPATIENT CLINIC HEALTHCARE CENTER
24 MGH RADIATION ONCOLOGY AT NWH
2014 WASHINGTON STREET SOUTH WING
NEWTON,MA02462 		OUTPATIENT CLINIC
25 BROOKSIDE COMMUNITY HEALTH CENTER
3297 WASHINGTON STREET
BOSTON,MA02130 		OUTPATIENT CLINIC HEALTHCARE CENTER
26 SOUTHERN JAMAICA PLAIN HEALTH CENTER
640 CENTRE STREET
JAMAICA PLAIN,MA02130 		OUTPATIENT CLINIC HEALTHCARE CENTER
27 PARTNERS MULTIPLE SCLEROSIS CENTER
ONE BROOKLINE PLACE SUITE 227
BROOKLINE,MA02445 		OUTPATIENT CLINIC
28 TEEN HEALTH CENTER AT ENGLISH HIGH SCH
144 MCBRIDGE STREET 2ND FLOOR
BOSTON,MA02130 		OUTPATIENT CLINIC HEALTHCARE CENTER
29 BRIGHAM AND WOMEN'S AMBULATORY CARE CTR
850 BOYLSTON STREET
CHESTNUT HILL,MA02467 		OUTPATIENT CLINIC HEALTHCARE CENTER
30 BRIGHAM AND WOMEN'S BEHAVIORAL NEUROLOGY
221 LONGWOOD AVENUE RFB MEZZANINE
BOSTON,MA02115 		OUTPATIENT CLINIC
31 BRIGHAM AND WOMEN'S HOSPITAL OUTP PSY
221 LONGWOOD AVENUE BL BUILDING
BOSTON,MA02115 		OUTPATIENT CLINIC
32 BRIGHAM DERMATOLOGY ASSOCIATES
221 LONGWOOD AVENUE 1ST FLOOR
BOSTON,MA02115 		OUTPATIENT CLINIC
33 BRIGHAM AND WOMEN'S HOSPITAL CARE CENTER
1153 CENTRE STREET 1ST FLOOR
BOSTON,MA02130 		OUTPATIENT CLINIC HEALTHCARE CENTER
34 BRIGHAM MRI RESEARCH CENTER
221 LONGWOOD AVENUE GROUND LEVEL
BOSTON,MA02115 		OUTPATIENT CLINIC
35 BRIGHAM AND WOMEN'S HOSPITAL MOHS AND D
1153 CENTRE STREET SUITE 4349
BOSTON,MA02130 		OUTPATIENT CLINIC
36 OUTPATIENT ENDOCRINOLOGY AND METABOLIC
221 LONGWOOD AVENUE 2ND FLOOR
BOSTON,MA02115 		OUTPATIENT CLINIC
37 BRIGHAM AND WOMEN'S HOSPITAL MRI AT S
1 COMPASS WAY SUITE 108
EAST BRIDGEWATER,MA02333 		OUTPATIENT CLINIC
38 BRIGHAM AND WOMEN'SMASS GENERAL HEALTH
20 PATRIOTS PLACE
FOXBORO,MA02035 		OUTPATIENT CLINIC HEALTHCARE CENTER
39 BRIGHAM AND WOMEN'S HOSPITAL ADVANCED P
301 SOUTH HUNTINGTON AVENUE
JAMAICA PLAIN,MA02115 		OUTPATIENT CLINIC
40 BRIGHAM AND WOMEN'S HOSPITAL IMMUNOLOGY
221 LONGWOOD AVENUE BL-059
BOSTON,MA02115 		CLINICAL LABORATORY
41 KRAFT FAMILY DONOR CENTER AT DFCI & BWH
35 BINNEY STREET 1ST FLOOR
BOSTON,MA02115 		BLOOD DONOR CENTER
42 WOMEN'S HEALTH CARE CENTER OF THE NORTH
1 HUTCHINSON DRIVE 1ST FLOOR
DANVERS,MA01923 		OUTPATIENT CLINIC
43 LAFAYETTE STREET CLINIC
172 LAFAYETTE STREET
SALEM,MA01970 		OUTPATIENT CLINIC
44 BOSTON STREET FAMILY HEALTH SERVICES
30 BOSTON STREET SUITE 9
LYNN,MA01901 		OUTPATIENT CLINIC
45 RADIOLOGY SERVICES AT LYNN COMMUNITY H
269 UNION STREET
LYNN,MA01901 		OUTPATIENT CLINIC
46 NSMC MAGNETIC IMAGING
4 CENTENNIAL DRIVE SUITE 104
PEABODY,MA01960 		OUTPATIENT CLINIC
47 NORTH SHORE MEDICAL CENTER OUTPATIENT I
1 BLACKBURN CIRCLE LEVEL 1 SUITE
GLOUCESTER,MA01930 		OUTPATIENT CLINIC
48 NEWTON-WELLESLEY FAMILY MEDICINE
111 NORFOLK AVENUE 1ST FLOOR
WALPOLE,MA02081 		OUTPATIENT CLINIC
49 NEWTON-WELLESLEY URGENT CARE
DEVINCENT BUILDING 9 HOPE AVENUE
WALTHAM,MA02453 		OUTPATIENT CLINIC
50 NEWTON-WELLESLY HOSPITAL HAND THERAPY
830 BOYLSTON STREET SUITE 212
CHESTNUT HILL,MA02467 		OUTPATIENT CLINIC
51 NEWTON-WELLESLEY AMBULATORY CARE CENTER
307 WEST CENTRAL STREET 1ST FLOOR
NATICK,MA01760 		OUTPATIENT CLINIC
52 NEWTON-WELLESLEY SLEEP CENTER AT NEWTON
2345 COMMONWEALTH AVENUE BUILDING
NEWTON,MA02446 		OUTPATIENT CLINIC
53 MCLEAN SOUTHEAST DEPARTMENT OF VETERANS
940 BELMONT STREET BUILDING 7
BROCKTON,MA02301 		OUTPATIENT CLINIC
54 SPAULDING OUTPATIENT CENTER - BRIGHTON
20 GUEST STREET SUITE 150
BOSTON,MA02135 		OUPATIENT CLINIC
55 SPAULDING OUTPATIENT CENTER - FRAMINGHAM
570 WORCESTER ROAD
FRAMINGHAM,MA01702 		OUPATIENT CLINIC
56 SPAULDING OUTPATIENT CENTER - MEDFORD
101 MAIN STREET SUITE 101 AND 118-
MEDFORD,MA02155 		OUPATIENT CLINIC
57 SPAULDING OUTPATIENT CENTER - WELLESLEY
65 WALNUT STREET
WELLESLEY,MA02181 		OUPATIENT CLINIC
58 SPAULDING OUTPATIENT CENTER - BRAINTREE
300 GRANITE STREET 1ST FLOOR
BRAINTREE,MA02184 		OUPATIENT CLINIC
59 SPAULDING OUTPATIENT CENTER - DOWNTOWN
294 WASHINGTON STREET SUITE 215
BOSTON,MA02114 		OUPATIENT CLINIC
60 SPAULDING OUTPATIENT CENTER - CAMBRIDGE
1575 CAMBRIDGE STREET 1ST FLOOR
CAMBRIDGE,MA02138 		OUPATIENT CLINIC
61 SPAULDING OUTPATIENT CENTER FOR CHILDREN
1 MAGUIRE ROAD 1ST FLOOR
LEXINGTON,MA02421 		OUPATIENT CLINIC
62 SPAULDING OUTPATIENT CENTER - LYNN
583 CHESTNUT STREET SUITES 3 AND 4
LYNN,MA01904 		OUPATIENT CLINIC
63 SPAULDING OUTPATIENT CENTER - MARBLEHEAD
4 COMMUNITY ROAD 2ND FLOOR
MARBLEHEAD,MA01945 		OUPATIENT CLINIC
64 SPAULDING OUTPATIENT CENTER - MIDDLETON
147 SOUTH MAIN STREET SUITE 300
MIDDLETON,MA01949 		OUPATIENT CLINIC
65 SPAULDING OUTPATIENT CENTER - PEABODY
4 CENTENNIAL DRIVE SUITE 101
PEABODY,MA01960 		OUPATIENT CLINIC
66 SPAULDING OUTPATIENT CENTER AT LYNCH
40 LEGGIS HILL ROAD 1ST FLOOR SUI
MARBLEHEAD,MA01945 		OUPATIENT CLINIC
67 SPAULDING OUTPATIENT CENTER AT BRIGHTV
50 ENDICOTT STREET 2ND FLOOR
DANVERS,MA01923 		OUPATIENT CLINIC
68 SPAULDING OUTPATIENT CENTER - CAPE ANN
1 BLACKBURN CIRCLE SUITE 2
GLOUCESTER,MA01930 		OUPATIENT CLINIC
69 SPAULDING OUTPATIENT CENTER - ORLEANS
65 OLD COLONY WAY SUITE 2
ORLEANS,MA02653 		OUPATIENT CLINIC
70 SPAULDING OUTPATIENT CENTER - YARMOUTH
130 ANSEL HALLET ROAD
WEST YARMOUTH,MA02675 		OUPATIENT CLINIC
71 SPAULDING EILEEN M WARD OUTPATIENT CTR
280-D ROUTE 130 SUITE 7
FORESTDALE,MA02644 		OUPATIENT CLINIC
72 SPAULDING AQUATICS PROGRAM - YARMOUTH
579 BUCK ISLAND ROAD
WEST YARMOUTH,MA02673 		OUPATIENT CLINIC
73 SPAULDING OUTPATIENT CENTER - PLYMOUTH
1 SCOBEE CIRCLE
PLYMOUTH,MA02360 		OUPATIENT CLINIC
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions 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, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any 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:   Partners HealthCare affiliated hospitals are tax-exempt entities, whose underlying mission is to provide services to all in need of medical care. Patients requiring urgent or emergent services shall not be denied those services based on their inability to pay. 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:   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:   The subsidized health services do not include costs associated with physician clinics.
Part I, Line 7, column (f):   There was no bad debt expense subtracted from total expenses for purposes of calculating the percentage column.
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.
Community Building Activities Part II 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.
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 for bad debts of $123,725,000 in 2012 and $101,118,000 in 2011 represents charges for services provided that are deemed to be uncollectible. The estimated cost of providing these services was approximately $39,936,000 and $30,495,000 for 2012 and 2011, respectively.
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 $1,418,357,088 and $1,749,061,198 respectively, resulting in a total Medicare shortfall of $330,704,110. Finally, the Medicare cost report excludes Medicare beneficiaries enrolled in Managed Care Plans (Part C), for which there is a shortfall of $28,256,331. 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 disabled, and serving Medicare patients is an essential part of the community benefit standard because access care is one of the most important ways we can serve our communities. This subsidy helps to make that access possible.
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.
Part V, Section B, line 13g   Measures to Publicize the Financial Assistance Policy (FAP) within the Community: Written materials informing patients about the availability of financial assistance and related contact information are: - Included on every patient billing statement - Posted on the eBill website (requires registration with PHS Patient Gateway which is available to all patients) - Posted in registration and admission waiting areas including the emergency departments Partners HealthCare System, Inc. and Affiliates will be enhancing its communications of its financial assistance policy with the community based on the Internal Revenue Service's developing guidance.
Needs Assessment Part VI, Line 2 Community benefit priorities are determined through a community needs assessment process: a synthesis of community participation and publicly available data. Extensive data for neighborhoods, towns, and cities, focusing on both the social and biological determinants of health, informs Partners HealthCare's decision-making and is available for use by community organizations, municipalities, and the general public. In 2012, Partners Community Health compiled a Community Health Needs Assessment (CHNA) in collaboration with Health Resources in Action that summarized the results and findings of the respective CHNAs of our member institutions. In addition, all of Partners' member institutions conduct CHNAs of their own, at minimum, every 3 years.
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 The Hospital's governing bodies are 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, education and research.
Affiliated Health Care System Part VI, Line 6 Partners HealthCare (PHS) is one of the largest charitable diversified health care services organizations in the United States. PHS was established in 1994 by an affiliation between The Brigham Medical Center, Inc., now known as Brigham and Women's HealthCare, Inc., and The Massachusetts General Hospital, in order to create an integrated health care delivery system. Partners HealthCare currently operates two tertiary and six community acute care hospitals that comprise the largest acute health care system in eastern Massachusetts, one hospital providing inpatient and outpatient mental health services and four hospitals providing inpatient and outpatient services in rehabilitation medicine. The tertiary hospitals are Brigham and Women's Hospital and The General Hospital Corporation, commonly known as Massachusetts General Hospital. The community acute care hospitals are Brigham and Women's Faulkner Hospital, Newton-Wellesley Hospital, Salem Hospital, Union Hospital, Martha's Vineyard Hospital and Nantucket Cottage Hospital. McLean Hospital provides inpatient and outpatient mental health services, while Spaulding Rehabilitation Hospital, Spaulding Hospital-Cambridge, Shaughnessy-Kaplan Rehabilitation Hospital and Rehabilitation Hospital of the Cape and Islands provide inpatient and outpatient services in rehabilitation medicine. Partners Continuing Care oversees the management, delivery and integration of non-acute services in the Partners HealthCare system. Partners HealthCare provides patient access, training and advisory services to public and private organizations abroad through Partners Medical International and Partners HealthCare International. Partners HealthCare has the largest non-university-based non-profit private medical research enterprise in the United States and is a principal teaching affiliate of the medical and dental schools of Harvard University. Partners HealthCare has developed a physician network of approximately 6,560 primary care physicians (PCPs) and specialists. With approximately 41,180 full-time equivalent employees (FTEs), Partners HealthCare is one of the largest private employers in The Commonwealth of Massachusetts (the Commonwealth). PHS provides a number of services for its affiliates, including clinical affairs, community benefits, finance, human resources, information systems, internal audit, legal, marketing, materials management, real estate, research administration and treasury. The Finance Committee of the PHS Board of Directors serves all of Partners HealthCare's constituents and oversees a centralized operating and capital budget and business planning process. Partners HealthCare's cash and investments are managed centrally under policies developed by the Investment Committee of the PHS Board of Directors and reviewed by the Finance Committee. PHS also coordinates the research and medical education programs of its affiliates.
State of Filing Community Benefit Report Part VI, Line 7 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 with Attorney General of the Commonwealth of Massachusetts. Coordinating activities on a system-wide basis is Matt Fishman, Vice President for Community Health for Partners HealthCare.
Schedule H (Form 990) 2011
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
2011
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) 211,586,020       To develop an integ. health care system
(2) Brigham and Women's Health Care Inc75 Francis Street
Boston,MA02115 		04-2921338 501(c)(3) 181,002,471       To support 501(c)(3) tax-exempt parent
(3) The Massachusetts General Hospital55 Fruit Street
Boston,MA02114 		04-1564655 501(c)(3) 507,034,328       To support 501(c)(3) tax-exempt parent
(4) The Spaulding Rehabilitation Hospital Corp300 1st Avenue
Charlestown,MA02129 		04-2551124 501(c)(3) 87,239,712       Patient Care
(5) Spaulding Hospital - Cambridge Inc1575 Cambridge Street
Cambridge,MA02138 		27-0273715 501(c)(3) 3,000,000       Patient Care
(6) North Shore Medical Center Inc81 Highland Avenue
Salem,MA01970 		04-3399616 501(c)(3) 7,055,000       Patient Care
(7) North Shore Physicians Group Inc81 Highland Avenue
Salem,MA01970 		04-3080484 501(c)(3) 5,000,004       Patient Care
(8) Newton-Wellesley HealthCare System Inc2014 Washington Street
Newton,MA02462 		20-4295282 501(c)(3) 35,842,892       To support 501(c)(3) tax-exempt parent
(9) Shaughnessy-Kaplan Rehabilitation Hospital IncDove Avenue
Salem,MA01970 		04-3067082 501(c)(3) 5,020,000       Patient Care
(10) Newton-Wellesley Hospital2014 Washington Street
Newton,MA02462 		04-2103611 501(c)(3) 124,735       Patient Care
(11) FRC Inc125 Nashua Street
Boston,MA02114 		22-2632121 501(c)(3) 1,950,000       Patient Care
(12) The General Hospital Corporation55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 2,042,109       Patient Care, Teaching & Research
(13) Partners Continuing Care Inc800 Boylston Street
Boston,MA02199 		26-0003495 501(c)(3) 3,239,722       To support 501(c)(3) tax-exempt parent
(14) McLean HealthCare Inc115 Mill Street
Belmont,MA02478 		20-4572876 501(c)(3) 1,815,598       To support 501(c)(3) tax-exempt parent
(15) Partners Home Care Inc281 Winter Street
Waltham,MA02451 		04-2918280 501(c)(3) 7,001       Patient Care
(16) Northeastern School of Pharmacy360 Huntington Avenue
Boston,MA02115 		04-1679980 501(c)(3) 20,000       Community Benefit Program
(17) HAWC27 Congress Street
Salem,MA01970 		04-2655367 501(c)(3) 104,210       Community Benefit Program
(18) Boston Public SchoolsPOBox 6246
Boston,MA02114 		04-2080791 501(c)(1) 229,942       Community Benefit Program
(19) Harvard University10 Shattuck Street
Boston,MA02115 		04-2103580 501(c)(3) 25,000       Community Benefit Program
(20) Beth Israel Deaconess Medical Center330 Brookline Avenue
Boston,MA02215 		04-2103881 501(c)(3) 50,000       Community Benefit Program
(21) Girls Incorporated of Lynn50 High Street
Lynn,MA01902 		04-2104250 501(c)(1) 103,150       Community Benefit Program
(22) Health Resources in Action (BACH)95 Berkeley Street
Boston,MA02116 		04-2229839 501(c)(3) 177,309       Community Benefit Program
(23) Community Action Programs Inter-city100 Everett Avenue
Chelsea,MA02150 		04-2428915 501(c)(1) 5,630       Community Benefit Program
(24) Lynn Community Health Center269 Union Street
Lynn,MA01901 		04-2525066 501(c)(1) 642,800       Community Benefit Program
(25) Mattapan Community Health Center1425 Blue Hill Avenue
Mattapan,MA02126 		04-2544151 501(c)(1) 515,000       Community Benefit Program
(26) Mission Hill Health Movement1534 Tremont Street
Roxbury,MA02120 		04-2581620 501(c)(1) 75,000       Community Benefit Program
(27) North Shore Community Health Inc27 Congress Street
Salem,MA01970 		04-2610447 501(c)(1) 642,800       Community Benefit Program
(28) Whittier Street Health Center Committee Inc1290 Tremont Street
Roxbury,MA02120 		04-2619517 501(c)(1) 159,441       Community Benefit Program
(29) Employment Resources Inc90 Maple Street
Stoneham,MA02180 		04-2818828 501(c)(3) 76,000       Community Benefit Program
(30) Boston Health Care for the Homeless780 Albany Street
Boston,MA02118 		04-3160480 501(c)(3) 10,000       Community Benefit Program
(31) Waltham Partnership for Youth Inc - YRBS510 Moody Street
Waltham,MA02453 		04-3399437 501(c)(1) 7,000       Community Benefit Program
(32) City of Revere281 Broadway
Revere,MA02151 		04-6001412 501(c)(1) 176,000       Community Benefit Program
(33) March of Dimes1275 Mamaroneck Ave
White Pl,NY10605 		13-1846366 501(c)(3) 8,000       Community Benefit Program
(34) American Heart Association7272 Greenville Avenue
Dallas,TX75231 		13-5613797 501(c)(3) 150,000       Community Benefit Program
(35) ROCA101 Park Street
Chelsea,MA02150 		22-3223641 501(c)(3) 35,000       Community Benefit Program
(36) East Boston Health Center10 Gove Street
East Boston,MA02128 		23-7425849 501(c)(1) 1,400,000       Community Benefit Program
(37) Learn to Cope2 Meadowbrook Road
Raynham,MA02767 		26-0236431 501(c)(3) 18,750       Community Benefit Program
(38) Boston Public Health Commission1010 Massachusetts Avenue
Boston,MA02118 		04-3316655 501(c)(1) 106,868       Community Benefit Program
(39) Town of Winthrop1 Metcalf Square
Winthrop,MA02152 		501(c)(1) 71,429       Community Benefit Program
(40) Brigham and Women's Faulkner Hospital Inc1153 Centre Street
Boston,MA02130 		04-2768256 501(c)(3) 3,261,744       Patient Care
(41) Brigham and Women's Physicians Org75 Francis Street
Boston,MA02115 		04-3466314 501(c)(3) 3,723,553       Patient Care
(42) Mount Auburn Hospital330 Mount Auburn Street
Cambridge,MA02138 		04-2103606 501(c)(3) 10,404       Community Benefit Program
(43) Boys & Girls Clubs of Boston50 Congress Street
Suite 730
Boston,MA02199 		04-2103922 501(c)(3) 30,478       Community Benefit Program
(44) Arthritis Foundation29 Craft Street
Newton,MA02458 		04-2113261 501(c)(3) 6,000       Community Benefit Program
(45) United Way of Mass BayPO Box 51381
Boston,MA022051381 		04-2382233 501(c)(3) 221,360       Community Benefit Program
(46) Springwell307 Waverly Oaks Road
Suite 205
Waltham,MA02452 		04-2616064 501(c)(3) 17,387       Community Benefit Program
(47) Boston Private Industry Council2 Oliver Street
Boston,MA02109 		04-2676661 501(c)(3) 12,500       Community Benefit Program
(48) Sociedad Latina1530 Tremont Street
Roxbury,MA02120 		04-2678255 501(c)(3) 62,200       Community Benefit Program
(49) Kenneth B Schwartz Center55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 23,000       Community Benefit Program
(50) Greater Lawrence Family Health Center34 Haverhill Street
Lawrence,MA01841 		04-2708824 501(c)(1) 133,691       Community Benefit Program
(51) Project Hope550 Dudley Street
Roxbury,MA02119 		04-2748880 501(c)(3) 154,078       Community Benefit Program
(52) Charlestown Youth Hockey AssociationPO Box 712
Charlestown,MA02129 		04-3040076 501(c)(3) 8,000       Community Benefit Program
(53) Mission Hill Main Streets26 Court Street 9th Floor
Boston,MA02108 		04-3400164 501(c)(3) 15,000       Community Benefit Program
(54) Mission SafePO Box 20106
Roxbury,MA02120 		04-3457195 501(c)(3) 24,200       Community Benefit Program
(55) MetroWest Community Healthcare Foundation161 Worcester Road
Framingham,MA01701 		04-3464279 501(c)(1) 29,803       Community Benefit Program
(56) Melanoma Foundation of New England111 Old Road
Concord,MA01742 		04-3478266 501(c)(3) 10,000       Community Benefit Program
(57) Phillips Brooks House AssocHarvard University
Cambridge,MA02138 		04-6046123 501(c)(3) 9,200       Community Benefit Program
(58) Centro Latino267 Broadway
Chelsea,MA02150 		22-2966645 501(c)(3) 10,000       Community Benefit Program
(59) A B C D Parker HillFenway Neighborhood178 Tremont Street
9th Floor
Boston,MA02111 		23-7225337 501(c)(3) 46,500       Community Benefit Program
(60) Community Scholarship Foundation Inc800 Boylston Street
Boston,MA02199 		45-4293431 501(c)(3) 5,437,508       Community Benefit Program
(61) Chelsea Public Schools500 Broadway
Chelsea,MA02150 		73-1403520 501(c)(1) 21,428       Community Benefit Program
(62) Justice Resource Institute (MOLST)160 Gould Street
Needham,MA02494 		04-2526357 501(c)(3) 100,000       Community Benefit Program
(63) Community Service Care Inc - Gladys Sen36 Perkins Street
Jamaica Plain,MA02130 		04-2754281 501(c)(3) 205,000       Community Benefit Program
(64) Edward M Kennedy Health Careers Academy110 The Fenway
Boston,MA02115 		04-3418167 501(c)(3) 30,000       Community Benefit Program
(65) Body by Brandy 4 Kidz2181 Washington Street
Roxbury,MA02119 		501(c)(3) 7,500       Community Benefit Program
(66) The Friends of the Charlestown Library Ltd179 Main Street
Charlestown,MA02129 		04-3330182 501(c)(3) 7,500       Community Benefit Program
(67) Shade Foundation of America4456 Floramar T
NewPortRichey,FL34652 		22-3879992 501(c)(3) 10,000       Community Benefit Program
(68) NSMC HealthCare Inc81 Highland Avenue
Salem,MA01970 		04-3294420 501(c)(3) 15,500,000       To support 501(c)(3) tax-exempt parent
(69) Waltham West Suburban Chamber84 South Street
Waltham,MA02453 		04-1944360 501(c)(3) 11,430       Community Benefit Program
(70) Newton-Needham Chamber of Commerce281 Needham Street
Newton,MA02459 		04-1670500 501(c)(3) 6,750       Community Benefit Program
(71) Mass Eye & Ear Infirmary Foundation243 Charles Street
Boston,MA02114 		04-2103591 501(c)(3) 15,000       Community Benefit Program
(72) Museum of Fine Arts Boston465 Huntington Avenue
Boston,MA02115 		04-2103607 501(c)(3) 10,000       Community Benefit Program
(73) Massachusetts Assocation for Mental Health130 Bowdoin Street
Boston,MA02108 		04-2104711 501(c)(3) 13,000       Community Benefit Program
(74) St Columbkilles Parish321 Market Street
Brighton,MA02135 		04-2106266 501(c)(3) 10,000       Community Benefit Program
(75) Big Sister Association of Greater Boston161 Massachusetts Avenue
Boston,MA02115 		04-2150651 501(c)(3) 20,000       Community Benefit Program
(76) Martha's Vineyard Community Services111 Edgartown Road
Vineyard Haven,MA02568 		04-2301598 501(c)(3) 25,835       Community Benefit Program
(77) Bridge Over Troubled Waters47 West Street
Boston,MA02111 		04-2472126 501(c)(3) 15,000       Community Benefit Program
(78) Massachusetts Advocates for Children25 Kingston St
Boston,MA02111 		04-2488456 501(c)(3) 10,000       Community Benefit Program
(79) Brain Injury Association - MA30 Lyman Street
Westborough,MA01581 		04-2753269 501(c)(3) 20,000       Community Benefit Program
(80) Childrens Hospital Corporation300 Longwood Avenue
Boston,MA02115 		04-2774441 501(c)(3) 14,065       Community Benefit Program
(81) Emerson Health Care Foundation133 Old Road
Concord,MA01742 		04-2770980 501(c)(3) 10,000       Community Benefit Program
(82) Mission Hill Community School Council Inc1481 Tremont Street
Boston,MA02120 		04-3103865 501(c)(3) 43,150       Community Benefit Program
(83) Greater Boston Chapter National Spinal Cord Injury2 Rehabilitation Way
Woburn,MA01801 		04-3189607 501(c)(3) 10,000       Community Benefit Program
(84) Multiservice Eating Disorder Association92 Pearl Street
Newton,MA02458 		04-3224394 501(c)(3) 15,000       Community Benefit Program
(85) Bert King Foundation10 Front Street
Natick,MA01760 		04-3307917 501(c)(3) 10,000       Community Benefit Program
(86) Homes for Families14 Beacon Street
Boston,MA02108 		04-3351172 501(c)(3) 15,000       Community Benefit Program
(87) Mass Insight18 Tremont Street
Boston,MA02108 		04-3369687 501(c)(3) 17,160       Community Benefit Program
(88) Research America11 Pierce Street
Brookline,MA02445 		04-6001102 501(c)(3) 10,000       Community Benefit Program
(89) Martha's Vineyard Boards of HealthPO Box 5158
Edgartown,MA02539 		04-6001143 501(c)(3) 25,835       Community Benefit Program
(90) Martha's Vineyard Councils on Aging CollabPO Box 1327
Oak Bluffs,MA02557 		04-6001255 501(c)(3) 25,835       Community Benefit Program
(91) The Fund for Boston NeighborhoodsPO Box 961555
Boston,MA02169 		04-6185609 501(c)(3) 105,530       Community Benefit Program
(92) Coalition of the VNAIsland Health Clinic15 Merchants Ct
Vineyard Haven,MA02568 		22-2557839 501(c)(3) 25,835       Community Benefit Program
(93) Partners for Youth With Disabilities95 Berkeley Street
Boston,MA02116 		22-2627798 501(c)(3) 7,500       Community Benefit Program
(94) Boston Municipal Research Bureau333 Washington Street
Boston,MA02108 		22-2673755 501(c)(1) 10,000       Community Benefit Program
(95) Massachusetts Biotechnology Council300 Tech Sq
Cambridge,MA02139 		22-2693047 501(c)(3) 25,000       Community Benefit Program
(96) Walk Boston45 School Street
Boston,MA02108 		22-3061699 501(c)(3) 20,000       Community Benefit Program
(97) Atlantic City Rescue Mission Inc2009 Bacharach B
Atlantic City,NJ08401 		22-6076337 501(c)(3) 11,500       Community Benefit Program
(98) Boston Scholar Athlete Program Inc65 Allerton Street
Boston,MA02119 		27-3987854 501(c)(3) 18,000       Community Benefit Program
(99) Thoracic Surgery Foundation for Research &900 Cummings Center
Beverly,MA01915 		36-3635910 501(c)(3) 10,000       Community Benefit Program
(100) Camp Harbor View Foundation200 Clarendon Street
Boston,MA02116 		75-3235491 501(c)(3) 155,530       Community Benefit Program
(101) Ortho Research & Education Center6550 Fannin Street
Houston,TX77030 		76-0497352 501(c)(3) 37,000       Community Benefit Program
(102) Countway Library of Medicine - Archives for Women10 Shattuck Street
Boston,MA02115 		501(c)(3) 20,000       Community Benefit Program
(103) Chelsea Police Department500 Broadway
Chelsea,MA02150 		501(c)(1) 70,436       Community Benefit Program
(104) Center for Excellence in Health Care10 Neff Hall
Columbia,MO65211 		501(c)(3) 20,000       Community Benefit Program
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
104
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
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) 2011


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
2011
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 or provision 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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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 Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Dale Adler MD (i)
(ii)		 450,000
0 		0
0 		64,710
0 		33,863
0 		15,575
0 		564,148
0 		0
0
(2) Cary W Akins MD (i)
(ii)		 433,100
0 		9,583
0 		40,676
0 		33,863
0 		20,600
0 		537,822
0 		0
0
(3) Richard Alexander MD (i)
(ii)		 214,727
0 		16,652
0 		16,016
0 		14,604
0 		26,848
0 		288,847
0 		0
0
(4) Sara Andrews (i)
(ii)		 0
205,458 		0
24,187 		0
40,743 		0
33,558 		0
12,369 		0
316,315 		0
0
(5) Joan M Archer (i)
(ii)		 0
185,531 		0
22,292 		0
41,440 		0
30,513 		0
25,350 		0
305,126 		0
0
(6) Stanley W Ashley MD (i)
(ii)		 358,497
0 		111,380
0 		79,782
0 		32,991
0 		29,788
0 		612,438
0 		0
0
(7) W Gerald Austen MD (i)
(ii)		 393,995
0 		85,592
0 		1,045,528
0 		33,865
0 		23,332
0 		1,582,312
0 		0
0
(8) Edward N Bailey MD (i)
(ii)		 235,647
0 		27,278
0 		34,795
0 		12,724
0 		29,801
0 		340,245
0 		0
0
(9) Maureen Banks (i)
(ii)		 0
348,843 		0
37,926 		0
60,337 		0
33,863 		0
29,364 		0
510,333 		0
0
(10) Robert L Barbieri MD (i)
(ii)		 412,826
0 		60,017
0 		613
0 		33,864
0 		20,207
0 		527,527
0 		0
0
(11) Nesli Basgoz MD (i)
(ii)		 241,551
0 		16,883
0 		13,305
0 		33,865
0 		6,823
0 		312,427
0 		0
0
(12) Joan M Bengtson MD (i)
(ii)		 176,453
0 		26,500
0 		30,496
0 		30,659
0 		15,367
0 		279,475
0 		0
0
(13) Joanne Borg-Stein MD (i)
(ii)		 257,800
0 		72,567
0 		-604
0 		33,866
0 		40,442
0 		404,071
0 		0
0
(14) O'Neil A Britton MD (i)
(ii)		 377,875
0 		57,588
0 		50,642
0 		33,862
0 		31,568
0 		551,535
0 		0
0
(15) George P Butterworth MD (i)
(ii)		 192,000
0 		66,400
0 		25,447
0 		33,862
0 		16,711
0 		334,420
0 		0
0
(16) Justin Byrne MD (i)
(ii)		 237,543
0 		9,063
0 		-4,254
0 		10,269
0 		24,838
0 		277,459
0 		0
0
(17) Bruce A Chabner MD (i)
(ii)		 339,204
0 		6,176
0 		57,385
0 		33,862
0 		16,688
0 		453,315
0 		0
0
(18) Heidi M Collins (i)
(ii)		 169,095
0 		27,740
0 		13,955
0 		3,702
0 		15,663
0 		230,155
0 		0
0
(19) Jennifer Costain (i)
(ii)		 168,546
0 		16,547
0 		-5,495
0 		6,942
0 		26,528
0 		213,068
0 		0
0
(20) Henry A D'Angelo MD (i)
(ii)		 244,322
0 		12,916
0 		-3,030
0 		6,963
0 		22,521
0 		283,692
0 		0
0
(21) Ernesto DaSilva MD (i)
(ii)		 239,089
0 		15,793
0 		-1,275
0 		9,849
0 		24,489
0 		287,945
0 		0
0
(22) Susan Dempsey (i)
(ii)		 192,264
0 		21,320
0 		20,307
0 		32,360
0 		22,397
0 		288,648
0 		0
0
(23) Terence P Doorly MD (i)
(ii)		 401,000
0 		245,350
0 		21,379
0 		15,014
0 		27,367
0 		710,110
0 		0
0
(24) Margaret M Duggan MD (i)
(ii)		 214,106
0 		70,000
0 		47,323
0 		15,677
0 		42,616
0 		389,722
0 		0
0
(25) Carlos Fernandez-del Castillo M (i)
(ii)		 491,613
0 		34,483
0 		147,585
0 		33,861
0 		20,685
0 		728,227
0 		0
0
(26) Michael A Gimbrone Jr MD (i)
(ii)		 353,208
0 		103,250
0 		5,588
0 		33,863
0 		17,578
0 		513,487
0 		0
0
(27) Thomas P Glynn PhD (i)
(ii)		 0
0 		0
0 		0
965,463 		0
0 		0
0 		0
965,463 		0
0
(28) Annekathryn Goodman MD (i)
(ii)		 365,961
0 		77,208
0 		8,852
0 		33,863
0 		18,529
0 		504,413
0 		0
0
(29) Peter T Greenspan MD (i)
(ii)		 299,543
0 		25,497
0 		34,708
0 		33,866
0 		16,801
0 		410,415
0 		0
0
(30) Daniel J Gross (i)
(ii)		 0
287,716 		0
82,281 		0
36,050 		0
33,864 		0
27,255 		0
467,166 		0
0
(31) Michael L Gustafson MD MBA (i)
(ii)		 377,305
0 		38,760
0 		39,155
0 		33,860
0 		26,054
0 		515,134
0 		0
0
(32) Gerard Hadley (i)
(ii)		 0
136,394 		0
17,000 		0
7,803 		0
13,059 		0
25,851 		0
200,107 		0
0
(33) Robert Handin MD (i)
(ii)		 233,213
0 		6,302
0 		4,521
0 		32,856
0 		15,390
0 		292,282
0 		0
0
(34) Jay R Harris MD (i)
(ii)		 528,688
0 		56,525
0 		47,009
0 		31,280
0 		448
0 		663,950
0 		0
0
(35) Margot Hartmann MD PhD (i)
(ii)		 227,995
0 		240
0 		17,106
0 		4,814
0 		13,158
0 		263,313
0 		0
0
(36) Brent L Henry Esq (i)
(ii)		 0
558,901 		0
60,000 		0
194,175 		0
33,862 		0
15,777 		0
862,715 		0
0
(37) Mairead Hickey PhD RN (i)
(ii)		 562,545
0 		59,670
0 		55,608
0 		275,671
0 		31,759
0 		985,253
0 		0
0
(38) Joseph O Jacobson MD (i)
(ii)		 171,259
0 		0
0 		9,237
0 		4,581
0 		1,225
0 		186,302
0 		0
0
(39) Alan Anthony James (i)
(ii)		 182,202
0 		27,586
0 		20,780
0 		21,566
0 		1,216
0 		253,350
0 		0
0
(40) Michael S Jellinek MD (i)
(ii)		 0
738,528 		0
74,000 		0
94,584 		0
33,861 		0
34,688 		0
975,661 		0
0
(41) Mark D Johnson MD PhD (i)
(ii)		 313,000
0 		200,993
0 		13,335
0 		32,616
0 		17,614
0 		577,558
0 		0
0
(42) Patrick F Jordan III (i)
(ii)		 0
339,466 		0
32,281 		0
39,320 		0
33,865 		0
31,447 		0
476,379 		0
0
(43) Leonard B Kaban DMD MD (i)
(ii)		 389,250
0 		184,552
0 		66,573
0 		33,860
0 		21,201
0 		695,436
0 		0
0
(44) Steven E Kapfhammer (i)
(ii)		 231,530
0 		24,690
0 		25,936
0 		12,709
0 		25,647
0 		320,512
0 		0
0
(45) Pardon R Kenney MD (i)
(ii)		 327,094
0 		0
0 		94,661
0 		24,312
0 		37,940
0 		484,007
0 		0
0
(46) Barrett Kitch MD (i)
(ii)		 276,300
0 		23,000
0 		24,901
0 		24,669
0 		258
0 		349,128
0 		0
0
(47) Thomas S Kupper MD (i)
(ii)		 471,915
0 		60,908
0 		861
0 		33,861
0 		15,583
0 		583,128
0 		0
0
(48) Richard E Larson MD (i)
(ii)		 313,863
0 		100,000
0 		19,987
0 		33,863
0 		20,980
0 		488,693
0 		0
0
(49) Pamela L Lawrence (i)
(ii)		 0
240,684 		0
26,088 		0
25,314 		0
33,867 		0
19,668 		0
345,621 		0
0
(50) John A Lewis MD (i)
(ii)		 313,042
0 		33,124
0 		13,495
0 		33,864
0 		15,470
0 		408,995
0 		0
0
(51) Jay Loeffler MD (i)
(ii)		 570,360
0 		120,250
0 		98,082
0 		33,860
0 		507
0 		823,059
0 		0
0
(52) Joseph Loscalzo MD PhD (i)
(ii)		 541,807
0 		66,397
0 		3,235
0 		33,863
0 		22,060
0 		667,362
0 		0
0
(53) Everett T Lyn MD (i)
(ii)		 393,402
0 		44,479
0 		35,953
0 		33,860
0 		16,551
0 		524,245
0 		0
0
(54) Andrew Madden (i)
(ii)		 120,040
0 		500
0 		44,638
0 		16,974
0 		24,497
0 		206,649
0 		0
0
(55) Peter K Markell (i)
(ii)		 0
1,032,243 		0
101,000 		0
243,143 		0
333,862 		0
25,250 		0
1,735,498 		0
0
(56) Peter Mauch MD (i)
(ii)		 431,794
0 		61,589
0 		-2,119
0 		31,155
0 		18,552
0 		540,971
0 		0
0
(57) Vincent T McDermott (i)
(ii)		 0
188,658 		0
20,530 		0
21,436 		0
16,641 		0
25,300 		0
272,565 		0
0
(58) Maury E McGough MD (i)
(ii)		 0
437,991 		0
66,746 		0
32,199 		0
39,471 		0
29,380 		0
605,787 		0
0
(59) Joseph J Miaskiewicz MD (i)
(ii)		 265,910
0 		30,882
0 		-5,530
0 		7,817
0 		27,549
0 		326,628
0 		0
0
(60) Laura Miller MD (i)
(ii)		 228,459
0 		10,000
0 		5,019
0 		33,866
0 		15,408
0 		292,752
0 		0
0
(61) Elizabeth Mort MD MPH (i)
(ii)		 403,348
0 		69,003
0 		84,609
0 		33,865
0 		17,015
0 		607,840
0 		0
0
(62) Cynthia Morton PhD (i)
(ii)		 260,884
0 		5,426
0 		8,844
0 		33,865
0 		26,140
0 		335,159
0 		0
0
(63) Elizabeth G Nabel MD (i)
(ii)		 0
1,027,860 		0
102,000 		0
80,412 		0
686,846 		0
42,361 		0
1,939,479 		0
0
(64) Robert G Norton (i)
(ii)		 0
657,408 		0
70,000 		0
70,301 		0
226,534 		0
25,125 		0
1,049,368 		0
0
(65) Gregory J Pauly (i)
(ii)		 372,250
0 		50,577
0 		33,002
0 		28,234
0 		20,479
0 		504,542
0 		0
0
(66) Diane R Pearl MD (i)
(ii)		 230,000
0 		32,900
0 		290
0 		33,866
0 		16,724
0 		313,780
0 		0
0
(67) Jay B Pieper (i)
(ii)		 0
109,750 		0
286,132 		0
226,446 		0
18,381 		0
7,097 		0
647,806 		0
0
(68) Pieter Pil MD (i)
(ii)		 378,511
0 		79,590
0 		-108
0 		9,800
0 		6,063
0 		473,856
0 		0
0
(69) A John Popp MD (i)
(ii)		 661,019
0 		69,482
0 		53,376
0 		31,155
0 		10,458
0 		825,490
0 		0
0
(70) Ann L Prestipino (i)
(ii)		 380,750
0 		91,788
0 		75,818
0 		38,034
0 		6,958
0 		593,348
0 		0
0
(71) Allyson L Preston MD (i)
(ii)		 337,918
0 		29,994
0 		22,526
0 		15,014
0 		25,617
0 		431,069
0 		0
0
(72) Abrar A Qureshi MD MPH (i)
(ii)		 308,039
0 		91,588
0 		25,159
0 		33,864
0 		15,454
0 		474,104
0 		0
0
(73) Scott L Rauch MD (i)
(ii)		 0
442,020 		0
45,000 		0
41,458 		0
33,860 		0
27,876 		0
590,214 		0
0
(74) Mitchell S Rein MD (i)
(ii)		 439,931
0 		53,445
0 		70,470
0 		33,863
0 		19,925
0 		617,634
0 		0
0
(75) Michael L Reney (i)
(ii)		 0
395,487 		0
42,500 		0
58,982 		0
33,862 		0
22,857 		0
553,688 		0
0
(76) Allan H Ropper MD (i)
(ii)		 374,940
0 		3,075
0 		35,449
0 		33,865
0 		18,023
0 		465,352
0 		0
0
(77) Jerrold F Rosenbaum MD (i)
(ii)		 351,852
0 		64,264
0 		41,509
0 		33,867
0 		16,961
0 		508,453
0 		0
0
(78) Marc S Rubin MD (i)
(ii)		 399,440
0 		37,266
0 		36,521
0 		12,564
0 		6,433
0 		492,224
0 		0
0
(79) Roxanne Cichy Ruppel (i)
(ii)		 0
188,673 		0
20,400 		0
10,792 		0
27,488 		0
30,508 		0
277,861 		0
0
(80) Martin A Samuels MD (i)
(ii)		 437,684
0 		47,061
0 		26,305
0 		33,864
0 		15,571
0 		560,485
0 		0
0
(81) Mark A Schechter MD (i)
(ii)		 253,177
0 		27,381
0 		15,934
0 		12,602
0 		28,682
0 		337,776
0 		0
0
(82) Isaac Schiff MD (i)
(ii)		 320,608
0 		80,360
0 		28,789
0 		33,865
0 		16,763
0 		480,385
0 		0
0
(83) Frederick J Schoen MD PhD (i)
(ii)		 359,974
0 		7,500
0 		21,767
0 		33,863
0 		17,588
0 		440,692
0 		0
0
(84) Lee H Schwamm MD (i)
(ii)		 344,030
0 		8,767
0 		27,477
0 		33,866
0 		8,438
0 		422,578
0 		0
0
(85) Steven E Seltzer MD (i)
(ii)		 412,745
0 		1,298
0 		9,498
0 		34,082
0 		20,688
0 		478,311
0 		0
0
(86) Stanton K Shernan MD (i)
(ii)		 287,973
0 		234,538
0 		16,294
0 		36,753
0 		20,598
0 		596,156
0 		0
0
(87) David Silbersweig MD (i)
(ii)		 448,902
0 		44,545
0 		53,378
0 		33,864
0 		15,564
0 		596,253
0 		0
0
(88) J Jack Skowronski MD (i)
(ii)		 244,866
0 		42,461
0 		6,140
0 		13,551
0 		26,934
0 		333,952
0 		0
0
(89) Peter L Slavin MD MBA (i)
(ii)		 0
1,084,112 		0
210,000 		0
128,869 		0
303,862 		0
31,848 		0
1,758,691 		0
0
(90) Allen L Smith MD (i)
(ii)		 465,360
0 		50,000
0 		36,604
0 		33,863
0 		15,607
0 		601,434
0 		0
0
(91) John W Stakes III MD (i)
(ii)		 189,380
0 		65,638
0 		40,317
0 		34,810
0 		17,924
0 		348,069
0 		0
0
(92) David JR Steele MD (i)
(ii)		 374,308
0 		12,524
0 		49,579
0 		33,863
0 		16,855
0 		487,129
0 		0
0
(93) David E Storto (i)
(ii)		 0
502,532 		0
50,000 		0
23,064 		0
33,863 		0
29,028 		0
638,487 		0
0
(94) David J Sugarbaker MD (i)
(ii)		 580,988
0 		384,149
0 		228,560
0 		31,195
0 		20,830
0 		1,245,722
0 		0
0
(95) Khalid Syed MD (i)
(ii)		 342,989
0 		0
0 		14,939
0 		12,390
0 		30,413
0 		400,731
0 		0
0
(96) Elizabeth S Taylor (i)
(ii)		 0
138,939 		0
17,000 		0
18,433 		0
12,432 		0
10,999 		0
197,803 		0
0
(97) Clare M Tempany MD (i)
(ii)		 363,432
0 		42,085
0 		7,723
0 		34,127
0 		17,341
0 		464,708
0 		0
0
(98) Thomas S Thornhill MD (i)
(ii)		 623,829
0 		68,163
0 		9,543
0 		32,518
0 		17,849
0 		751,902
0 		0
0
(99) David F Torchiana MD (i)
(ii)		 893,500
0 		91,700
0 		81,341
0 		301,560
0 		25,912
0 		1,394,013
0 		0
0
(100) Charles A Vacanti MD (i)
(ii)		 563,605
0 		55,977
0 		6,864
0 		35,309
0 		17,801
0 		679,556
0 		0
0
(101) Ron M Walls MD (i)
(ii)		 458,142
0 		49,078
0 		40,093
0 		33,862
0 		15,601
0 		596,776
0 		0
0
(102) Timothy J Walsh (i)
(ii)		 401,189
0 		36,940
0 		10,567
0 		28,275
0 		35,011
0 		511,982
0 		0
0
(103) Andrew L Warshaw MD (i)
(ii)		 469,603
0 		167,538
0 		416,770
0 		33,862
0 		30,608
0 		1,118,381
0 		0
0
(104) Anthony D Whittemore MD (i)
(ii)		 490,815
0 		0
0 		48,391
0 		33,863
0 		25,912
0 		598,981
0 		0
0
(105) John Wright MD (i)
(ii)		 466,150
0 		60,499
0 		25,169
0 		31,155
0 		17,744
0 		600,717
0 		0
0
(106) Ross D Zafonte DO (i)
(ii)		 447,193
0 		48,328
0 		74,397
0 		33,863
0 		16,934
0 		620,715
0 		0
0
(107) Michael J Zinner MD (i)
(ii)		 739,774
0 		202,458
0 		62,312
0 		32,276
0 		17,970
0 		1,054,790
0 		0
0
(108) Joshua L Abrams Esq (i)
(ii)		 0
158,484 		0
500 		0
-8,150 		0
11,091 		0
32,763 		0
194,688 		0
0
(109) Sarah Arnholz Esq (i)
(ii)		 0
174,124 		0
500 		0
7,487 		0
16,402 		0
26,440 		0
224,953 		0
0
(110) Sally Mason Boemer (i)
(ii)		 0
483,644 		0
72,038 		0
52,997 		0
33,860 		0
29,308 		0
671,847 		0
0
(111) Jean M Boyle Esq (i)
(ii)		 0
138,790 		0
1,500 		0
12,929 		0
8,540 		0
16,425 		0
178,184 		0
0
(112) David J Burke (i)
(ii)		 135,587
0 		1,500
0 		-1,449
0 		950
0 		17,088
0 		153,676
0 		0
0
(113) Brian F Chiango (i)
(ii)		 244,054
0 		76,525
0 		36,092
0 		34,076
0 		17,576
0 		408,323
0 		0
0
(114) Richard Cornell (i)
(ii)		 171,393
0 		21,697
0 		33,200
0 		20,916
0 		29,605
0 		276,811
0 		0
0
(115) Paul G Cushing Esq (i)
(ii)		 0
191,020 		0
14,500 		0
30,592 		0
30,507 		0
28,575 		0
295,194 		0
0
(116) Joan E Elias Esq (i)
(ii)		 0
155,642 		0
550 		0
55,867 		0
23,330 		0
29,460 		0
264,849 		0
0
(117) Karen Flaherty (i)
(ii)		 164,353
0 		14,623
0 		4,906
0 		19,709
0 		22,842
0 		226,433
0 		0
0
(118) Naomi Bass Grace Esq (i)
(ii)		 0
107,723 		0
500 		0
4,435 		0
6,832 		0
31,376 		0
150,866 		0
0
(119) James L Heffernan (i)
(ii)		 333,750
0 		53,121
0 		58,591
0 		35,584
0 		19,859
0 		500,905
0 		0
0
(120) John R Higham Esq (i)
(ii)		 0
260,830 		0
17,500 		0
4,263 		0
33,867 		0
22,611 		0
339,071 		0
0
(121) William C Johnston (i)
(ii)		 343,653
0 		49,431
0 		13,380
0 		33,863
0 		16,494
0 		456,821
0 		0
0
(122) Katherine M Kneeland Esq (i)
(ii)		 0
199,510 		0
14,500 		0
43,973 		0
32,746 		0
3,979 		0
294,708 		0
0
(123) David Lagasse (i)
(ii)		 0
236,051 		0
12,980 		0
36,826 		0
24,500 		0
29,913 		0
340,270 		0
0
(124) Thomas Lenkowski (i)
(ii)		 196,571
0 		11,700
0 		3,392
0 		14,283
0 		3,392
0 		229,338
0 		0
0
(125) Timothy P Lynch (i)
(ii)		 147,562
0 		11,472
0 		15,876
0 		6,683
0 		1,700
0 		183,293
0 		0
0
(126) Harvey Mamon MD (i)
(ii)		 384,407
0 		61,647
0 		-913
0 		31,156
0 		16,713
0 		493,010
0 		0
0
(127) David McCready (i)
(ii)		 269,860
0 		65,908
0 		34,094
0 		33,860
0 		29,807
0 		433,529
0 		0
0
(128) Gilbert H Mudge Jr MD (i)
(ii)		 0
477,639 		0
5,310 		0
30,720 		0
48,200 		0
30,233 		0
592,102 		0
0
(129) Rachel Scheer Wasserstrom (i)
(ii)		 159,365
0 		18,962
0 		10,523
0 		8,773
0 		28,372
0 		225,995
0 		0
0
(130) Mary Shaughnessy (i)
(ii)		 0
273,007 		0
28,853 		0
32,091 		0
33,866 		0
19,835 		0
387,652 		0
0
(131) Joan C Stoddard Esq (i)
(ii)		 0
245,439 		0
16,500 		0
18,841 		0
33,865 		0
22,481 		0
337,126 		0
0
(132) Gerard P Walsh (i)
(ii)		 196,030
0 		19,640
0 		-3,082
0 		26,974
0 		18,362
0 		257,924
0 		0
0
(133) David B Wright Esq (i)
(ii)		 0
166,828 		0
10,695 		0
46,759 		0
23,367 		0
15,631 		0
263,280 		0
0
(134) Thomas H Aretz MD (i)
(ii)		 0
349,112 		0
0 		0
57,269 		0
33,862 		0
23,332 		0
463,575 		0
0
(135) Dennis Ausiello MD (i)
(ii)		 591,015
0 		105,421
0 		153,813
0 		33,863
0 		17,048
0 		901,160
0 		0
0
(136) Susan M Beausoliel (i)
(ii)		 0
167,482 		0
9,300 		0
16,061 		0
16,827 		0
29,314 		0
238,984 		0
0
(137) Barbara E Bierer MD (i)
(ii)		 445,800
0 		46,000
0 		26,554
0 		33,863
0 		31,031
0 		583,248
0 		0
0
(138) Elaine L Bridge (i)
(ii)		 0
269,815 		0
32,281 		0
55,511 		0
33,866 		0
19,251 		0
410,724 		0
0
(139) Steven D Browell MD (i)
(ii)		 334,661
0 		65,350
0 		13,503
0 		12,899
0 		24,581
0 		450,994
0 		0
0
(140) Kenneth Chisholm (i)
(ii)		 219,063
0 		20,000
0 		2,345
0 		10,099
0 		17,660
0 		269,167
0 		0
0
(141) Mary Beth DiFilippo (i)
(ii)		 174,927
0 		14,500
0 		3,796
0 		0
0 		24,788
0 		218,011
0 		0
0
(142) James Ferriter (i)
(ii)		 181,899
0 		23,010
0 		-3,334
0 		17,116
0 		28,890
0 		247,581
0 		0
0
(143) Joanne M Fucile (i)
(ii)		 185,981
0 		15,049
0 		16,784
0 		7,116
0 		12,729
0 		237,659
0 		0
0
(144) Mary Jo Gagnon (i)
(ii)		 0
176,057 		0
21,420 		0
41,481 		0
28,993 		0
11,469 		0
279,420 		0
0
(145) Joseph Gold MD (i)
(ii)		 348,003
0 		17,314
0 		-4,061
0 		33,134
0 		28,348
0 		422,738
0 		0
0
(146) Michele Gougeon MSc (i)
(ii)		 307,553
0 		16,028
0 		12,516
0 		38,034
0 		28,649
0 		402,780
0 		0
0
(147) Judy Hayes (i)
(ii)		 219,125
0 		23,953
0 		23,062
0 		33,864
0 		11,475
0 		311,479
0 		0
0
(148) Keith D Lillemoe MD (i)
(ii)		 413,000
0 		354,250
0 		169,782
0 		0
0 		15,935
0 		952,967
0 		0
0
(149) Gregg S Meyer MD (i)
(ii)		 449,360
0 		98,041
0 		80,297
0 		33,863
0 		17,939
0 		679,500
0 		0
0
(150) Frederick Millham MD (i)
(ii)		 423,562
0 		24,500
0 		1,148
0 		11,083
0 		29,392
0 		489,685
0 		0
0
(151) Ellen Moloney (i)
(ii)		 0
230,512 		0
32,281 		0
24,737 		0
33,862 		0
11,011 		0
332,403 		0
0
(152) Stephanie N Nadolny (i)
(ii)		 138,321
0 		7,650
0 		12,103
0 		4,900
0 		26,381
0 		189,355
0 		0
0
(153) Britain W Nicholson MD (i)
(ii)		 536,750
0 		105,782
0 		61,353
0 		33,860
0 		16,976
0 		754,721
0 		0
0
(154) Beatrice Thibedeau (i)
(ii)		 0
229,954 		0
24,933 		0
25,681 		0
33,866 		0
4,884 		0
319,318 		0
0
(155) Robert D Welch (i)
(ii)		 122,817
0 		13,733
0 		14,877
0 		14,889
0 		25,678
0 		191,994
0 		0
0
(156) Lawrence H CohnMD (i)
(ii)		 608,259
0 		8,777
0 		1,618,684
0 		31,154
0 		20,839
0 		2,287,713
0 		0
0
(157) Thomas Gill IV MD (i)
(ii)		 1,435,549
0 		434,705
0 		87,100
0 		33,861
0 		19,218
0 		2,010,433
0 		0
0
(158) Thomas F Holovacs MD (i)
(ii)		 1,188,231
0 		195,245
0 		57,406
0 		33,862
0 		19,218
0 		1,493,962
0 		0
0
(159) Scott D Martin MD (i)
(ii)		 735,000
0 		576,033
0 		19,452
0 		31,153
0 		17,951
0 		1,379,589
0 		0
0
(160) Jon P Warner MD (i)
(ii)		 1,790,693
0 		22,884
0 		80,262
0 		33,861
0 		19,218
0 		1,946,918
0 		0
0
(161) Christopher Attaya (i)
(ii)		 0
0 		0
0 		0
146,961 		0
0 		0
0 		0
146,961 		0
0
(162) Christopher Clark Esq (i)
(ii)		 0
224,815 		0
38,771 		0
37,758 		0
33,864 		0
28,311 		0
363,519 		0
0
(163) Michael E Conklin Jr (i)
(ii)		 0
0 		0
0 		0
232,297 		0
0 		0
0 		0
232,297 		0
0
(164) Andrew Jeon MD MBA (i)
(ii)		 0
134,175 		0
0 		0
312,239 		0
12,001 		0
9,795 		0
468,210 		0
0
(165) Carol Sim (i)
(ii)		 0
0 		0
0 		0
208,994 		0
0 		0
0 		0
208,994 		0
0
(166) David J Trull (i)
(ii)		 0
108,202 		0
0 		0
714,458 		0
13,459 		0
7,961 		0
844,080 		0
0
(167) Ulrike Berzau (i)
(ii)		 148,776
0 		26,033
0 		3,549
0 		13,752
0 		10,421
0 		202,531
0 		0
0
(168) Rebecca Blair (i)
(ii)		 0
139,411 		0
18,238 		0
18,522 		0
20,195 		0
19,350 		0
215,716 		0
0
(169) Arthur J Bowes (i)
(ii)		 0
205,789 		0
23,649 		0
35,760 		0
32,694 		0
19,570 		0
317,462 		0
0
(170) Franklin R Bringhurst MD (i)
(ii)		 532,750
0 		90,471
0 		57,630
0 		33,863
0 		17,084
0 		731,798
0 		0
0
(171) S Bruce Dowton MD (i)
(ii)		 0
103,400 		0
0 		0
274,584 		0
14,531 		0
38,086 		0
430,601 		0
0
(172) James Ellison MD (i)
(ii)		 204,256
0 		500
0 		3,253
0 		29,307
0 		31,682
0 		268,998
0 		0
0
(173) Joel Heller MD (i)
(ii)		 363,526
0 		0
0 		18,375
0 		15,014
0 		26,554
0 		423,469
0 		0
0
(174) Jeanette Ives Erickson RN D (i)
(ii)		 401,000
0 		64,015
0 		79,595
0 		38,034
0 		16,904
0 		599,548
0 		0
0
(175) Virginia Mirisola (i)
(ii)		 0
147,791 		0
0 		0
26,068 		0
19,255 		0
28,402 		0
221,516 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 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 Scott L. Rauch, M.D. Peter L. Slavin, M.D., M.B.A. 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. - $57,000 Andrew L. Warshaw, M.D. - $334,792 Anthony D. Whittemore, M.D. - $25,000 David J. Sugarbaker, M.D. - $185,904 Brent L. Henry, Esq. - $128,079 Michael E. Conklin, Jr. - $203,968 Peter K. Markell - $185,157 Peter L. Slavin, M.D., M.B.A. - $328,346 David F. Torchiana, M.D. - $267,699 Robert G. Norton - $192,671 Michael S. Jellinek, M.D. - $41,410 Thomas P. Glynn - $54,981 Elizabeth G. Nabel, M.D. - $652,986 Mairead Hickey, Ph.D., R.N. - $241,810 Jay B. Pieper - $71,813 Timothy J. Walsh - $18,475 Thomas Lenkowski - $5,850 Kenneth Chisholm - $1,000 James Ferriter - $8,850 Lawrence H. Cohn, M.D. - $1,620,220
RECEIPT OF SEVERANCE PAYMENTS PART I, LINE 4A Christopher Attaya - $146,961 Carol Sim - $208,994 Thomas P. Glynn, Ph.D. - $821,567 Andrew Jeon, M.D., M.B.A. - $289,000 David J. Trull - $352,459 S. Bruce Dowton - $254,667
Supplemental Disclosures Schedule J, Part III W. Gerald Austen, M.D. - Other reportable compensation includes a distribution of $1,000,000 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 Brigham and Women's Physicians Organization, Inc. - 409A Document Correction Under V.D. of Notice 2008-113 - Service Recipient Attachment - EIN 04-3466314 Service Provider (Plan Participant) and Taxpayer Identification Number: The Name and Social Security Number of the one (1) Plan Participant is available upon request. Plan Participant is not an insider. Name of Plan: Department of Surgery Faculty Retirement Benefit Plan and Department of Surgery Unfunded Deferred Compensation Plan Date of Correction and Amount Involved: The Plan Participant separated from service in September 2010, and should have received his deferred compensation in the amount of $1,302,456.35 from the Plans in the first quarter of 2011. Due to an inadvertent error, the distribution was not made until March 13, 2012 The Employer, Brigham and Women's Physicians Organization, Inc., has taken steps to make sure that notice of Plan participants' separation from service is provided promptly to the individuals responsible for Plan distributions. The operational failure is eligible for the correction under the terms of Notice 2008-113, and the Employer has taken all actions required, and otherwise met all requirements for such correction. The Brigham and Women's Hospital, Inc. (Employer) - 409A Document Correction Under VI.B of Notice 2010-6 - Service Recipient Attachment - EIN 04-2312909 Service Provider (Plan Participant) and Taxpayer Identification Number: The Name and Social Security Number of the seven (7) Plan Participants are available upon request. Date of Correction: December 4, 2012 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 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. The McLean Hospital Corporation (Employer) - 409A Document Correction Under VI.B of Notice 2010-6 - Service Recipient Attachment - EIN 04-2697981 Service Provider (Plan Participant) and Taxpayer Identification Number: The Name and Social Security Number of the one (1) Plan Participant is available upon request. Date of Correction: December 7, 2012 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 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. Massachusetts General Physicians Organization, Inc. (Employer) - 409A Document Correction Under VI.B of Notice 2010-6 - Service Recipient Attachment - EIN 04-2807148 Service Provider (Plan Participant) and Taxpayer Identification Number: The Name and Social Security Number of the one (1) Plan Participant is available upon request. Date of Correction: December 6, 2012 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 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.
Supplemental Disclosures Schedule J, Part II The following individual's calendar year 2011 compensation was already disclosed on the following returns: WNR, Inc. CY11 (01/01/11-12/31/11): Timothy J. Walsh Pieter Pil, M.D. Brent L. Henry, Esq. Ann L. Prestipino Alan Anthony James Andrew L. Warshaw, M.D. Thomas Lenkowski Kenneth Chisholm Martha's Vineyard Hospital, Inc. FY12 (04/01/11-03/31/12): Timothy J. Walsh Pieter Pil, M.D. Alan Anthony James Brent L. Henry, Esq. Ann L. Prestipino Andrew L. Warshaw, M.D. Thomas Lenkowski James Ferriter
Schedule J (Form 990) 2011

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
2011
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 38,576   No Yes   Yes  
(2) A A Qureshi MD
Physician recruitm. 		  X 100,000 32,248   No Yes   Yes  
(3) O A Britton MD
Physician recruitm. 		  X 60,000 3,879   No Yes   Yes  
Total ...............Small Bullet $ 74,703
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) 2011
Schedule L (Form 990 or 990-EZ) 2011
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, trustee-family 150,637 Salary - BWH   No
(2) A Rosenberg Pearl, trustee-family 58,789 Salary - NCH   No
(3) Abiomed Termeer, trustee 759,000 Products and services - GHC   No
(4) B Miller Spiess, trustee-family 81,518 Salary - NSMC   No
(5) Bank of America Gifford, trustee 2,004,738 Banking services - GHC   No
(6) Becton Dickinson Company Minehan, trustee 8,550,707 Medical supplies - GHC   No
(7) Becton Dickinson Company Minehan, trustee 373,351 Medical supplies - MGPO   No
(8) C Haley Haley, trustee-family 26,510 Salary - BWH   No
(9) Commonwealth Anesthesia Hershey, trustee 327,438 Medical services - NWH   No
(10) CRICO Markell, officer 1,091,704 Insurance - BWFH   No
(11) CRICO Markell, officer 36,549,689 Insurance - BWH   No
(12) CRICO Markell, officer 33,753,910 Insurance - GHC   No
(13) CRICO Markell, trustee 1,129,457 Insurance - McLean   No
(14) CRICO Minehan, trustee 33,753,910 Insurance - GHC   No
(15) CRICO Minehan, trustee 798,921 Insurance - MGPO   No
(16) CRICO Moriarty, trustee 36,549,689 Insurance - BWH   No
(17) CRICO Pieper, trustee 346,271 Insurance - PHC   No
(18) CRICO Pieper, trustee 286,904 Insurance - SRH   No
(19) CRICO Pieper, trustee 321,217 Insurance - SHC   No
(20) CRICO Pieper, trustee 187,678 Insurance - RHCI   No
(21) CRICO Pieper, trustee 185,379 Insurance - SKRH   No
(22) CRICO Slavin, trustee 798,921 Insurance - MGPO   No
(23) CRICO Slavin, trustee officer 33,753,910 Insurance - GHC   No
(24) CRICO Torchiana, trustee offic. 798,921 Insurance - MGPO   No
(25) D Torosian Larson, trustee-family 104,856 Salary - BWFH   No
(26) GMO Braverman, trustee 334,325 Investment services - BWHC   No
(27) GMO Braverman, trustee 599,068 Investment services - BWH   No
(28) J Kelly Kelly, trustee-family 104,403 Salary - NCH   No
(29) K Butterworth Butterworth, trustee-f. 36,554 Salary - NCH   No
(30) K Casper Pil, trustee-family 115,781 Salary - MVH   No
(31) Medicalis Holman, trustee-family 499,101 Decision support svc. - BWH   No
(32) MMG Bruschi, trustee 125,000 Personal appearances - SRH   No
(33) NPS LLC Kraft, trustee 335,000 Services - GHC   No
(34) NS Cardiovascular Roberts, trustee 445,550 Services - NSMC   No
(35) NS Cardiovascular Roberts, trustee 475,835 Services - NSPG   No
(36) NSTAR Gifford, trustee 10,945,135 Utilities - GHC   No
(37) NSTAR Gifford, trustee 437,193 Utilities - MGH   No
(38) P Hearon Higham, officer-family 60,996 Salary - GHC   No
(39) Pfizer Ausiello, key employee 3,710,477 Products and services - GHC   No
(40) Sagent Conway, trustee 164,987 Nurse staffing services - NWH   No
(41) Summit Partners Woodsum, trustee 103,931 Investment services - MGH   No
(42) ThermoFisher Casper, trustee 5,385,977 Products - BWH   No
(43) ThermoFisher Casper, trustee 117,167 Products - BWFH   No
(44) ThermoFisher Manzi, trustee 5,385,977 Products - BWH   No
(45) ThermoFisher Sperling, trustee 5,385,977 Products - BWH   No
(46) ThermoFisher Sperling, trustee 117,167 Products - BWFH   No
(47) Zimmer Casper, trustee 1,832,667 Products - BWH   No
(48) Zimmer Casper, trustee 204,351 Products - BWFH   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) 2011

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
2011
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 41 75,997 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 2,971 FMV
5 Clothing and household
goods ....... 		X 206,438 FMV
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 369 4,917,402 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 28 18,554 FMV
19 Food inventory ...        
20 Drugs and medical supplies . X 25 159,888 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( FOOD ) X 189 44,008 FMV
26 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 143 59,856 FMV
27 Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 40 22,173 FMV
28 Other Right pointing arrow large image ( HOTEL PACKAGES ) X 61 43,572 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 166 85,191 FMV
Other Right pointing arrow large image ( PORTRAITS ) X 5 7,275 FMV
Other Right pointing arrow large image ( STUDIO PARTY/PARTY ) X 4 3,000 FMV
Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 28 101,415 FMV
Other Right pointing arrow large image ( NEWSPAPER/RADIO PROMOTION ) X 4 10,225 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
1
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 noncash
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) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
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
2011
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 Faulkner Hospital, Inc. (BWFH) - EIN 04-2768256 f/k/a Faulkner Hospital, Inc. Brigham and Women's Health Care, Inc. (BWHC) - EIN 04-2921338 f/k/a The Brigham and Women's/Faulkner Hospitals, Inc. Brigham and Women's Obstetrics and 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 and Education Foundation, Inc. (PATH) - EIN 04-3541111 Brigham Radiology Research and Education Foundation, Inc. (RAD)- EIN 04-3425905 BWH Anesthesia Research and Education Foundation, Inc. (ANES)- EIN 04-3492603 BWH Radiation Oncology Research and 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 FRC, Inc. (FRC), also referred to as Spaulding Nursing and Therapy Center - West Roxbury & Spaulding Nursing and Therapy Center - North End - EIN 22-2632121 Martha's Vineyard Hospital, Inc. (MVH) - EIN 04-2104691; with a stub period of 04/01/12-09/30/12 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 (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 (NWH) - EIN 04-2103611 Newton-Wellesley Hospital Charitable Foundation, Inc. (NWCF) - EIN 04-3455952 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 Medical International, Inc. (PMI) - EIN 04-3197711 f/k/a Partners Harvard Medical International, Inc. 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 Corporation (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 Friends of the Brigham and Women's Hospital (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 WNR, Inc. (WNR) - EIN 04-3419920; with a stub period of 01/01/12-09/30/12
Officer & Trustee Titles Form 990, Part VII & Schedule O Joshua L. Abrams, Esq.: Clerk - PHC, HOS Dale Adler, M.D.: Trustee - BWPO Cary W. Akins, M.D.: Trustee - NCHF Richard Alexander, M.D.: Trustee - NSPG Elisa H. Allen: Trustee - NCH (10/01/11-07/27/12) Tibby Allen: Clerk & Trustee - NCHF Helen D. Anderson: Clerk & Trustee - BWFH (10/01/11-06/20/12) Stephen C. Anderson: Trustee - NCH, NCHF, NPO (10/01/11-11/18/11) Sara Andrews: Trustee - NSPG (10/01/11-09/01/12) Joan M. Archer: President & Trustee - NWCF Sarah Arnholz, Esq.: Clerk - NWH, NWHC, NWAS Stanley W. Ashley, M.D.: Trustee - BWPO, MED (12/06/11-09/30/12) W. Gerald Austen, M.D.: Trustee - NSMC, NSMC HC Elizabeth M. Azano, Esq.: Secretary - MGPO Edward N. Bailey, M.D.: Trustee - NSPG (10/01/11-09/01/12) Edward Baker-Greene: Trustee - BWFH (10/01/11-06/20/12) Charles L. Balas: Trustee - NCH (10/01/11-07/27/12) Richard C. Bane: Trustee - NSMC, NSMC HC Maureen Banks: Chief Operating Officer - PCC; President - SHC, SKRH, RHCI, FRC (06/18/12-09/30/12); Trustee HSC Peter K. Barber: Trustee - NWH, NWHC, NWAS Robert L. Barbieri, M.D.: President - OBG; Trustee - BWH, BWHC, BWPO, OBG, BWFH (06/20/12-09/30/12) William S. Barker: Trustee - NWCF David S. Barlow: Trustee - MCL, MHC Jeffrey T. Barnes: Trustee - NWCF Joan M. Barrett: Trustee - NWCF Elmer C. Bartels: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) Nesli Basgoz, M.D.: Trustee - MGH, GHC Naomi Bass Grace, Esq.: Clerk - SKRH (10/01/11-06/18/12), FRC (10/01/11-06/18/12) Carolyn A. Beckedorff: Trustee - NWH, NWHC Judith G. Belash: Trustee - NCH Mark R. Belsky, M.D.: Trustee - NWH, NWHC; Chairman - NWCF Joan M. Bengtson, M.D.: Trustee - BWPO (01/18/12-09/30/12) Marilyn Bernheimer: Trustee - BWFH (10/01/11-06/20/12) Sibel Bessim, M.D.: Trustee - NWCF Frank J. Biondi, Jr.: Trustee - WNR (01/01/12-03/31/12) Jeanne E. Blake: Trustee - MCL, MHC Sally Mason Boemer: Sr. Vice President of Finance - MGH, GHC; Treasurer - NSMC, NSMC HC, NSPG; Trustee - NSPG (09/01/12-09/30/12) Joanne Borg-Stein, M.D.: Trustee - NWH, NWHC Kevin Bottomley: Trustee - NSMC, NSMC HC Jean M. Boyle, Esq.: Clerk - BWPO; Secretary - PMI Paul Braverman: Trustee - BWH, BWHC, BWFH John F. Brennan, Jr.: Trustee - MCL, MHC Nicholas S. Brill: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) O'Neil A. Britton, M.D.: Trustee - BWH, BWHC, FCMC, WRMG, BWFH (06/20/12-09/30/12) Mary R. Brown: Secretary & Trustee - MVH, WNR Tedy L. Bruschi: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Robert H. Brust: Treasurer & Trustee - NCH David J. Burke: Chief Financial Officer - NCH; Treasurer - NPO (11/18/11-09/30/12) John J. Burke: Trustee - NCH (07/27/12-09/30/12) George P. Butterworth, M.D.: Trustee - NCH Justin Byrne, M.D.: Trustee - NSPG (10/01/11-09/01/12) John C. Cannistraro, Jr.: Trustee - NWCF Bernard S. Carrey: Trustee - NCH Marc N. Casper: Trustee - BWH (05/14/12-09/30/12), BWHC (05/22/12-09/30/12), BWFH (06/20/12-09/30/12) Bruce A. Chabner, M.D.: Trustee - NCH Brian F. Chiango: Treasurer/Clerk - RAD Ennio A. Chiocca: Trustee - BWPO (08/01/12-09/30/12) Joseph A. Ciffolillo: Trustee - MGPO Eugene Howard Clapp: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Earl M. Collier, Jr.: Trustee - NWH, NWHC Heidi M. Collins: Treasurer - NPO (10/01/11-12/14/11); Trustee - NPO (10/01/11-03/16/12) Amy Casey Connolly: Treasurer - OBG G. Drew Conway: Trustee - NWHC (06/26/12-09/30/12), NWH (07/11/12-09/30/12) Arthur F. Cook, Jr.: Trustee - BWFH (10/01/11-06/20/12) Richard Cornell: Treasurer/Clerk - ANES Jennifer Costain: Trustee - NSPG (09/01/12-09/30/12) Michele Courton Brown: Trustee - BWFH (10/01/11-06/20/12) Heidi Cox: Trustee - NCH (10/01/11-07/27/12) Susan C. Crampton: Trustee - MVH, WNR (01/28/12-09/30/12) Thomas P. Cunningham, III: Trustee - NWHC (06/26/12-09/30/12), NWH (07/11/12-09/30/12) Richard L. Curtis, M.D.: Trustee - NWCF Paul G. Cushing, Esq.: Secretary - PCC, SRH, SHC, RHCI, Clerk - SKRH (06/18/12-09/30/12), FRC (06/18/12-09/30/12) Henry A. D'Angelo, M.D.: Trustee - NWCF (01/01/12-09/30/12) Bruce Danziger: Trustee - NWCF Robert A. Danziger: Trustee - NWCF Ernesto DaSilva, M.D.: Trustee - NSPG Judith M. Davenport, D.M.D.: Trustee - MVH, WNR Carlos Fernandez-del Castillo, M.D.: Trustee - MGPO Kristin S. Demong: Trustee - MGH (10/01/11-05/07/12), GHC (10/01/11-05/07/12) Susan Dempsey: Vice President - BWFH; Clerk & Trustee - FBC, FCMC, WRMG John M. Deutch: Trustee - MGPO Kevin B. Dole, M.D.: Trustee - WNR (01/01/12-03/31/12) Terence P. Doorly, M.D.: Trustee - NSPG John P. Drislane: Trustee - NSMC, NSMC HC Margaret M. Duggan, M.D.: President - FBC; Trustee - FBC, BWH, BWHC, BWFH Molly Dunne: Trustee - FRIENDS William R. Elfers: Trustee - NWH, NWHC, NWCF Joan E. Elias, Esq.: Secretary - MCL, MHC Arthur J. Epstein: Trustee - NSMC, NSMC HC Michael K. Fee, Esq.: Trustee - BWFH (10/01/11-06/20/12) Curt R. Feuer, Esq.: Trustee - NWCF (10/01/11-12/31/11) Gretchen S. Fish: Trustee - BWFH (10/01/11-06/20/12) Karen Flaherty: Secretary - FRIENDS Jennifer Cofer Flanagan: Trustee - NSMC, NSMC HC Honorable Gregory C. Flynn: Trustee - NWH, NWHC Nancy S. Foster: Trustee - NWCF Bruce H. Freedman: Trustee - NWCF Patricia Galvin: Trustee - BWFH (10/01/11-06/20/12) Charles K. Gifford: Trustee - MGH, GHC Lina Gillies: Trustee - NPO (11/18/11-09/30/12) Michael A. Gimbrone, Jr., M.D.: Chief of Service - BWPO (10/01/11-06/15/12); Trustee - BWPO (10/01/11-03/01/12), PATH (10/01/11-02/29/12); President - PATH (10/01/11-02/29/12) Thomas P. Glynn, Ph.D.: Trustee - MCL, MHC Jeffrey A. Golden, M.D.: President & Trustee - PATH (03/01/12-09/30/12), Trustee - BWPO (03/01/12-09/30/12), Arthur L. Goldstein: Trustee - MGPO Michael Goldstein, M.D.: Trustee - NSMC (01/24/12-09/30/12), NSMC HC (01/24/12-09/30/12) Benjamin A. Gomez: Trustee - NWH, NWHC Annekathryn Goodman, M.D.: Trustee - MGPO Thomas H. Grape: Trustee - NWH, NWHC Peter T. Greenspan, M.D.: Trustee - MGPO Daniel J. Gross: Treasurer & Chief Financial Officer - NWH, NWCF; Treasurer - NWHC, NWAS; President - NWCC; Trustee - NWAS, NWCC, NWCF Suzanne S. Gruhl: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Michael L. Gustafson, M.D., M.B.A.: Chief Operating Officer - BWFH; Trustee - FCMC, WRMG Arthur J. Gutierrez: Trustee - BWFH (10/01/11-06/20/12) Maureen O. Hackett: President & Chairman - NCHF; Trustee - NCH Gerard Hadley: Treasurer & Trustee - NWCC Steven R. Haley: Trustee - BWH, BWHC, BWFH (06/20/12-09/30/12) Robert Handin, M.D.: Trustee - MED Erling A. Hanson, Jr.: Trustee - BWFH, BWH (06/20/12-09/30/12), BWHC (06/26/12-09/30/12) Jay R. Harris, M.D.: President - RADONC; Trustee - BWPO, RADONC Margot Hartmann, M.D., Ph.D.: President & Chief Executive Officer - NCH, NPO (11/18/11-09/30/12); Trustee - NCH James L. Heffernan: Treasurer & Chief Financial Officer - MGPO Peter Helms: Trustee - FRIENDS Brent L. Henry, Esq.: Trustee - PMI, MVH, WNR John W. Henry: Trustee - MGH, GHC Keith Henry: Trustee - FRIENDS Mark D. Hershey, M.D.: Trustee - NWH, NWHC Kevin F. Hickey: Trustee - NCH (07/27/12-09/30/12) Mairead Hickey, Ph.D., R.N.: Chief Operating Officer - BWH; Trustee - PATH John R. Higham, Esq.: Secretary - MGH, GHC Richard E. Holbrook: Trustee - NSMC, NSMC HC Albert A. Holman, III: Secretary BWH, BWHC, BWFH (09/19/12-09/30/12); Trustee - BWH, BWHC, BWFH (06/20/12-09/30/12) H. Robert Horvitz, Ph.D.: Trustee - MGH, GHC William P. Hourihan, Jr.: Trustee - NCH, NPO E. James Hutchens: Trustee - BWFH (10/01/11-06/20/12) Ann T. Ingram: Trustee - NWCF David Ives: Trustee - NSMC, NSMC HC
Officer & Trustee Titles (continued) Form 990, Part VII & Schedule O Joseph O. Jacobson, M.D.: Trustee - NSPG (10/01/11-09/01/12) Alan Anthony James: Trustee - MVH, WNR Andre' C. Jasse: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Michael S. Jellinek, M.D.: President & Trustee - NWH (10/01/11-08/01/12), NWHC (10/01/11-08/01/12), NWAS; Clerk - NWCF; Trustee - NWCF (10/01/11-08/01/12) Mark D. Johnson, M.D., Ph.D.: Trustee - BWPO William C. Johnston: Treasurer & Chief Operating Officer - BWPO Patrick F. Jordan, III: Interim President & Chief Operating Officer - NWH (08/01/12-09/30/12); Interim President - NWHC (08/01/12-09/30/12); Trustee - NWH (08/01/12-09/30/12), NWHC (08/01/12-09/30/12), NWCF (08/01/12-09/30/12) Leonard B. Kaban, D.M.D., M.D.: Trustee - MGPO Steven E. Kapfhammer: President, Chief Operating Officer & Trustee - NSPG James L. Kaplan, Ph.D.: Trustee - NWH, NWHC, NWCF Sinesia Karol: Trustee - NWCF Steven M. Kaye: Trustee - BWH (06/20/12-09/30/12), BWHC (06/26/12-09/30/12), BWFH (06/20/12-09/30/12) Marie-Louise Kehoe: Trustee - BWFH (10/01/11-06/20/12), FBC Richard M. Kelleher: Trustee - MCL, MHC Christopher J. Kelly: Trustee - NWCF James R. Kelly: Trustee - NCH (10/01/11-03/16/12) Susan B. Kelly: Treasurer & Trustee - FRIENDS Pardon R. Kenney, M.D.: Trustee - BWFH (10/01/11-06/20/12), FBC Edward T. Kenyon: Trustee - MVH, WNR Parthenia Kiersted: Trustee - WNR (01/01/12-03/31/12) Barrett Kitch, M.D.: Trustee - NSPG Anthony A. Klein: Trustee - NSMC, NSMC HC Katherine M. Kneeland, Esq.: Secretary - HSC Wendell J. Knox: Trustee - PCC (07/01/12-09/30/12), SRH (07/01/12-09/30/12), SHC (07/01/12-09/30/12), SKRH (07/01/12-09/30/12), FRC (07/01/12-09/30/12), PHC (07/01/12-09/30/12), RHCI (07/01/12-09/30/12) Jonathan A. Kraft: Trustee - MGH, GHC John Kucharski: Trustee - PMI Thomas S. Kupper, M.D.: Trustee - BWPO David Lagasse: Treasurer - MCL, MHC Kathleen LaPoint: Trustee - BWFH (10/01/11-06/20/12) Richard E. Larson, M.D.: Trustee - BWFH (10/01/11-06/20/12) Pamela L. Lawrence: Trustee - NSPG Edward J. Legare, M.D.: Trustee - NWH (10/01/11-06/06/12), NWHC (10/01/11-06/06/12) James J. Lehane: Trustee - PCC, RHCI (01/24/11-09/30/12), SRH, SKRH, FRC, SHC, PHC Thomas Lenkowski: Chief Financial Officer - MVH, WNR John A. Lewis, M.D.: President & Trustee - WRMG; Trustee - BWFH Jay Loeffler, M.D.: Trustee - MGPO Andres J. Lopez: Trustee - BWHC (10/01/11-02/29/12), BWH (10/01/11-02/29/12), BWFH (10/01/11-06/20/12) Joseph Loscalzo, M.D., Ph.D.: President - MED; Trustee - BWH, BWHC, MED, BWPO, BCP, BWFH (06/20/12-09/30/12) Judith Lucas: Trustee - FRIENDS (10/01/11-10/27/11) Stacey Lucchino: Trustee - MHC (06/15/12-09/30/12), MCL (07/19/12-09/30/12) Stanley J. Lukowski: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Eric Luther: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) Everett T. Lyn, M.D.: Trustee - NSPG (09/01/12-09/30/12) Timothy P. Lynch: President - FRC (10/01/11-06/18/12) Kenneth E. MacWilliams: Trustee - PMI Andrew Madden: Trustee - FRIENDS Harvey Mamon, M.D.: Clerk - RADONC Frederick Mandell, M.D.: Trustee - NCH (07/27/12-09/30/12) Jim Manzi: Trustee - BWHC (10/01/11-01/24/12), BWH (10/01/11-01/24/12) Peter K. Markell: President - HSC; Treasurer - BWHC, BWH, MGH, GHC, PMI, BWFH (09/19/12-09/30/12); Chairman - HSC; Trustee - PMI, MCL, MHC Pamela A. Mason: Trustee - BWFH (10/01/11-06/20/12) Peter Mauch, M.D.: Trustee - RADONC Nancy Mayo-Smith: Trustee - BWFH (10/01/11-06/20/12) J. Brian McCarthy: Trustee - NSMC, NSMC HC David McCready: Treasurer & Clerk - MED Vincent T. McDermott: Trustee & Treasurer - FBC, FCMC, WRMG; President - FCMC Terrence McGinnis: Trustee - NSMC, NSMC HC, NSPG Maury E. McGough, M.D.: Trustee - NSMC, NSMC HC, NSPG Katherine McGowan, M.D.: Trustee - BWFH (10/01/11-06/20/12) Scott J. McGrath: Trustee - NWH (10/01/11-06/06/12), NWHC (10/01/11-06/06/12) Carol C. McMullen: Chairwoman - NWH, NWHC, NWAS; Trustee - NWCF Joseph C. McNay: Chairman - BWPO Barbara J. McNeil, MD: Trustee - PMI Caroline Ann Merrifield: Trustee - PCC, SRH, RHCI, SKRH, FRC, SHC, PHC Tracilee Messina: Trustee - NWCF Joseph J. Miaskiewicz, M.D.: Trustee - NSPG (09/01/12-09/30/12) Edward Miller: Trustee - MVH, WNR Laura Miller, M.D.: Trustee - BWPO Richard Mills: Trustee - PMI Cathy E. Minehan: Chairwoman - GHC, MGH; Trustee - MGPO Michael Molinar: Treasurer & Trustee - NCHF Kathleen Monbouquette: Trustee - FRIENDS Cynthia A. Montgomery, Ph.D.: Trustee - MCL (10/01/11-08/30/12), MHC (10/01/11-08/30/12) G. Marshall Moriarty, Esq.: Clerk & Trustee - BWHR; Trustee - BWHC, BWH; BRF, BWFH (06/20/12-09/30/12) Laura B. Morse: Trustee - MGPO Elizabeth Mort M.D., MPH: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Cynthia Morton, Ph.D.: Trustee - OBG John Mottern: Trustee - FRIENDS William J. Mrachek: Trustee - BWFH (10/01/11-06/20/12) Gilbert H. Mudge, Jr., M.D.: President & Chief Executive Officer - PMI Michael Muehe: Trustee - PCC (07/01/12-09/30/12), SRH (07/01/12-09/30/12), SHC (07/01/12-09/30/12), SKRH (07/01/12-09/30/12), FRC (07/01/12-09/30/12), PHC (07/01/12-09/30/12), RHCI (07/01/12-09/30/12) Elizabeth G. Nabel, M.D.: President - BWHC, BWH, BRF, BWHR, BWFH (09/19/12-09/30/12); Trustee - BWHC, BWH, BRF, BWHR, BWPO, BWFH (06/20/12-09/30/12) Peter W. Nash: Trustee - NCH (10/01/11-07/27/12) Paul T. Norton: Trustee - BWFH (10/01/11-06/20/12) Robert G. Norton: President, Chief Executive Officer & Trustee - NSMC, NSMC HC Michael F. O'Connell, Esq.: Trustee - BWPO Jeffrey Osgood: Trustee - FRIENDS (10/01/11-10/27/11) Robert L. Paglia: Trustee - NWCF Marie Louise Palandjian: Trustee - NWCF Krishna Palepu: Trustee - PMI Ernest Parizeau: Trustee - NWH, NWHC Gregory J. Pauly: Trustee - NCH Diane R. Pearl, M.D.: Trustee - NCH Bruce A. Percelay: Chairman - NCH Donald M. Perrin: Trustee - NWCF Dennis W. Perry: Trustee - NCHF H. Bradlee Perry: Trustee - NWCF Patricia P. Petraglia: Trustee - BWPO Colette A.M. Phillips: Trustee - MGH, GHC William F. Phinney: Trustee - BWFH (10/01/11-06/20/12) Jay B. Pieper: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) Robert W. Pierce, Jr.: Chairman - MCL, MHC Pieter Pil, M.D.: Trustee - MVH, WNR A. John Popp, M.D.: Trustee - BWPO Jennifer L. Porter: Trustee - MHC (06/15/12-09/30/12), MCL (07/19/12-09/30/12) Ann L. Prestipino: Trustee - MVH, WNR Allyson L. Preston, M.D.: Trustee - NSPG (10/01/11-09/01/12) Paula A. Price: Trustee - NWHC (06/26/12-09/30/12), NWH (07/11/12-09/30/12) Deborah B. Prothrow-Stith, M.D.: Trustee - PCC (10/01/11-04/13/12), SRH (10/01/11-04/13/12), SHC (10/01/11-04/13/12), SKRH (10/01/11-04/13/12), FRC (10/01/11-04/13/12), PHC (10/01/11-04/13/12), RHCI (10/01/11-04/13/12) Mary G. Puma: Chairwoman - NSMC, NSMC HC Abrar A. Qureshi, M.D.: Trustee - BWPO Scott L. Rauch, M.D.: President & Trustee - MCL, MHC Earle A. Ray: Treasurer & Trustee - MVH, WNR Arthur I. Reade, Jr.: Clerk & Trustee - NCH, Clerk - NPO (10/01/11-12/13/11) Pamela D. A. Reeve: Trustee - MGPO Mitchell S. Rein, M.D.: Trustee - NSPG Michael L. Reney: Deputy Treasurer - BWHC; Deputy Treasurer & CFO - BWH; 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 (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12) David J. Roberts, M.D.: Trustee - NSMC, NSMC HC, NSPG Michael A. F. Roberts: Trustee - NCH, NCHF, NPO (11/18/11-12/14/11) Francene Sussner Rodgers: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI K. Keith Roe: Trustee - NCH, NCHF Allan H. Ropper, M.D.: Trustee - BWPO (01/18/12-09/30/12) Jerrold F. Rosenbaum, M.D.: Trustee - MGH, GHC David L. Rosenbloom, Ph.D.: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) Marc S. Rubin, M.D.: Trustee - NSMC & NSMC HC Roxanne Cichy Ruppel: Senior Vice President - NSMC; Trustee - NSPG
Officer & Trustee Titles (continued) Form 990, Part VII & Schedule O Martin A. Samuels, M.D.: Trustee - BWPO John Schaefer: Trustee - MVH, WNR Mark A. Schechter, M.D.: Trustee - NSPG (09/01/12-09/30/12) Isaac Schiff, M.D.: Trustee - MGPO Frederick J. Schoen, M.D., Ph.D.: Treasurer & Trustee - PATH Scott A. Schoen: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Scott Schuster: Trustee - BWPO, BWH (11/16/11-09/30/12), BWHC (11/22/11-09/30/12), BWFH (06/20/12-09/30/12) Lee H. Schwamm, M.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Mark Schwartz: Trustee - MGH (10/01/11-07/20/12), GHC (10/01/11-07/20/12) Steven E. Seltzer, M.D.: President & Trustee - RAD; Trustee - BWPO A. Alan Semine, M.D.: Trustee - NWCF (10/01/11-08/01/12) Mary Shaughnessy: Treasurer - PCC, SRH, SHC, RHCI, SKRH, FRC, PHC, HOS, HSC Stanton K. Shernan, M.D.: Trustee - ANES, BWPO J. Dale Sherratt: Trustee - BWHC, BWH, BWPO, BWFH (06/20/12-09/30/12) Richard C. Shipley: Trustee - NWH (10/01/11-06/06/12), NWHC (10/01/11-06/06/12) Jeffrey N. Shribman, Esq.: Trustee - NSMC, NSMC HC David Silbersweig, M.D.: Trustee - BWPO Eric S. Silverman: Chairman - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Richard N. Silverman: Trustee - NWCF Shirley L. Singleton: Trustee - NSMC & NSMC HC Ronald L. Skates: Trustee - MGPO (06/15/12-09/30/12) J. Jack Skowronski, M.D.: Trustee - NSPG Peter L. Slavin, M.D., M.B.A.: President & Trustee - MGH, GHC; Trustee - NCH, MGPO Barry R. Sloane: Trustee - MGH (05/07/12-09/30/12), GHC (05/07/12-09/30/12) Allen L. Smith, M.D.: President, Chief Executive Officer & Trustee - BWPO, President & Trustee - BCP; Trustee - PMI Benjamin Smith, M.D.: Trustee - BWFH (10/01/11-06/20/12) Raymond A. Smith, M.D.: Trustee - NSMC (10/01/11-01/24/12), NSMC HC (10/01/11-01/24/12) W. Lloyd Snyder, III: Trustee - MCL, MHC Josiah A. Spaulding, Jr.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Scott M. Sperling: Trustee - BWHC, BWH, BWFH (06/20/12-09/30/12) Gary A. Spiess, Esq.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI, NSMC, NSMC HC Janet McGrail Spillane: Trustee - BWFH (10/01/11-06/20/12) 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 (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) Judith R. Stewart: Trustee - NCHF Joan C. Stoddard, Esq.: Clerk - BCP, BRF David E. Storto: President - PCC; President & Trustee - SRH, PHC, HOS; Trustee - SHC, RHCI, SKRH, FRC, HSC David J. Sugarbaker, M.D.: Trustee - BWPO Timothy D. Sweet: Chairman - MVH, WNR Khalid Syed, M.D.: Trustee - NSPG Cynthia Taft: Trustee - BWFH (10/01/11-06/20/12) James D. Taiclet: Chairman - BWFH; Trustee - BWH (06/20/12-09/30/12), BWHC (06/26/12-09/30/12) Robert E. Tarpy, M.D.: Trustee - BWFH (10/01/11-06/20/12) Elizabeth S. Taylor: Clerk & Trustee - NWCC Walter Teller: Trustee - MVH, WNR Clare M. Tempany, M.D.: Trustee - RAD Henri A. Termeer: Trustee - MGH, GHC Dorothy A. Terrell: Trustee - MGH, GHC Jeffrey S. Thomas: Trustee - NWCF Richard D. Thomson: Trustee - NCH Alexander L. Thorndike: Trustee - BWFH, BWH (10/19/11-09/30/12), BWHC (10/25/11-09/30/12) Thomas S. Thornhill, M.D.: Trustee - BWPO David F. Torchiana, M.D.: President, Chief Executive Officer & Chairman - MGPO; Trustee - MGH, GHC; Chairman - PMI Elyssa J. Towers: Trustee - FRIENDS Mary Ann Tynan: Trustee - BWFH, BWHC, BWH, FBC Charles A. Vacanti, M.D.: President & Trustee - ANES; Trustee - BWPO Carol A. Vallone: Trustee - MCL, MHC Ron M. Walls, M.D.: Trustee - BWPO, BWHC, BWH, BWFH (06/20/12-09/30/12) Gerard P. Walsh: Treasurer - RADONC Timothy J. Walsh: President & Trustee - MVH, WNR Andrew L. Warshaw, M.D.: Trustee - MVH, WNR Rachel Scheer Wasserstrom: Clerk - OBG David L. Weltman: Secretary - PATH Rev. Gloria E. White-Hammond, M.D.: Trustee - BWHC, BWH, BWFH (06/20/12-09/30/12) Linda Whitlock: Trustee - BWHC, BWH, BWFH (06/20/12-09/30/12) Anthony D. Whittemore, M.D.: Trustee - MED (10/01/11-12/06/11) Jessica Wolfe, Ph.D.: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12) John V. Woodard, Esq.: Trustee - PCC (10/01/11-07/01/12), SRH (10/01/11-07/01/12), SHC (10/01/11-07/01/12), SKRH (10/01/11-07/01/12), FRC (10/01/11-07/01/12), PHC (10/01/11-07/01/12), RHCI (10/01/11-07/01/12), BWFH (10/01/11-06/20/12) Stephen G. Woodsum: Trustee - MGH, GHC David B. Wright, Esq.: Secretary - NSMC, NSMC HC John Wright, M.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Charles F. Wu: Trustee - NWH, NWHC Gwill York: Trustee - BWH, BWHC, BWFH (06/20/12-09/30/12) Amy R. Yunes: President & Trustee - FRIENDS Ross D. Zafonte, D.O.: Trustee - PCC, SRH, SHC, SKRH, RHCI Michael J. Zinner, M.D.: Trustee - BWH, BWHC, BWPO, BWFH (06/20/12-09/30/12)
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 2, 2013 meeting. The process for preparing and reviewing Form 990 was discussed at the May 8, 2013 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 F. 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, Jr., M.D. Frederick J. Schoen, M.D., Ph.D. Elizabeth S. Taylor Gerard P. Walsh Rachel Scheer Wasserstrom Amy R. 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.
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 Anthony Klein & Jeffrey Schribman - Business relationship Anthony Klein & Kevin Bottomley - Business relationship Bruce Danziger & Robert Danziger - Family relationship Isaac Schiff, M.D. & Annekathryn Goodman, M.D. - Family relationship James Kelly & Stephen Anderson - Business relationship Jay Harris, M.D. & Martin Samuels, M.D. - Business relationship Jay Pieper & Peter Slavin, M.D., M.B.A. - Business relationship John Brennan & David Barlow - Business relationship John Deutch & Arthur Goldstein - Business relationship John Deutch & Ronald Skates - Business relationship Kevin Bottomley & Beatrice Thibedeau - Business relationship Peter Markell & G. Marshall Moriarty - Business relationship Peter Markell & Paul Braverman - Business relationship Peter Slavin, M.D., M.B.A., Cathy Minehan & Peter Markell - Business relationship Richard Holbrook & J. Brian McCarthy - Business relationship Richard Holbrook & Richard C. Bane - Business relationship Richard Holbrook & Terrence McGinnis - Business relationship Scott Sperling & Mark Casper - Business relationship Scott Sperling, Jim Manzi & Mark Casper - Business relationship Terrence McGinnis & David Ives - Business relationship Terrence McGinnis & J. Brian McCarthy - Business relationship Wendell Knox & Stanley Lukowski - 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. In addition, the other changes in net assets or fund balances also relate to the beginning balances of net assets at the beginning of the year for two additional entities joining the Partners HealthCare System Inc. & Affiliates Group Return. Martha's Vineyard Hospital, Inc. with a stub period of 04/01/12-09/30/12 - the BOY net assets reflected are as of 04/01/12. WNR, Inc. with a stub period of 01/01/12-09/30/12 - the BOY net assets reflected are as of 01/01/12.
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 $82,181,728.
Difference in voting rights & Executive Committee Part VI, Section A, Line 1a The following entities have a difference in voting rights: - Brigham and Women's Physicians Organization, Inc. - Nantucket Cottage Hospital The following entities also have an executive committee: - Brigham & Women's Health Care, Inc. - The Brigham and Women's Hospital, Inc. - Brigham and Women's Physicians Organization, Inc. - Brigham & Women's Faulkner Hospital, Inc. - The Spaulding Rehabilitation Hospital Corporation - Partners Home Care, Inc. - FRC, Inc. - Partners Hospice, Inc. - Spaulding Hospital - Cambridge, Inc. - Partners Continuing Care, Inc. - Rehabilitation Hospital of the Cape and Islands Corporation - Shaughnessy-Kaplan Rehabilitation Hospital, Inc. - Nantucket Cottage Hospital - Martha's Vineyard Hospital, Inc. In general, the executive committees have all of the responsibilities and authority of the Trustees between meetings of the Trustees except for the powers specified in Section 55 of Massachusetts General Laws, Chapter 156B.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
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
2011
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







(1) Partners Private Care LLC
1101 Worcester Road
Framingham,MA01701
26-3871702 		Home health MA 0 0 PHC
 










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
 
Yes
 
(2) Village Manor Nursing Home Inc

1153 Centre Street

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










For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 1,290,651 530,783   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 PHS
  		C 0 0  
(2) Newton-Wellesley Physician Hospital Org
2014 Washington Street
Newton,MA02462
04-3209749 		Healthcare MA NWHC
  		C 4,567,394 11,430,238 100.000 %
(3) BSC Inc
75 Francis Street
Boston,MA02115
04-2987478 		Telecommunica MA BWHC
  		C 0 0  








Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related 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 FMV
(2) Brigham and Women's Faulkner Hospital Inc

 1b 1,042,832 FMV
(3) Brigham and Women's Hospital Inc

 1c 181,002,471 FMV
(4) Brigham and Women's Obstetrics and Gyn

 1b 300,000 FMV
(5) Brigham Pathology Research and Education Foun

 1b 1,050,633 FMV
(6) Brigham Radiology Research and Education Foun

 1b 1,150,281 FMV
(7) BWH Radiation Oncology Research and Education

 1b 1,200,000 FMV
(8) West Roxbury Medical Group

 1b 1,109,456 FMV
(9) Faulkner Community Medical Corporation

 1b 1,109,456 FMV
(10) The McLean Hospital Corporation

 1c 1,815,598 FMV
(11) Martha's Vineyard Hospital Inc

 1a(i) 77,201 FMV
(12) Nantucket Cottage Hospital

 1a(i) 293,586 FMV
(13) Rehabilitation Hospital of the Cape and Isl

 1a(i) 19,810 FMV
(14) The General Hospital Corporation

 1a(iv 5,197,690 FMV
(15) Massachusetts General Physicians Org

 1a(iv 2,244,922 FMV
(16) The McLean Hospital Corporation

 1a(iv 2,370 FMV
(17) The General Hospital Corporation

 1c 451,100,679 FMV
(18) Massachusetts General Physicians Org

 1c 25,495,800 FMV
(19) The McLean Hospital Corporation

 1c 14,777,700 FMV
(20) The MGH Health Services Corporation

 1c 1,250,000 FMV
(21) The General Hospital Corporation

 1k 440,464 FMV
(22) Massachusetts General Physicians Org

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

 1c 15,500,000 FMV
(24) Newton-Wellesley Hospital

 1b 124,735 FMV
(25) Newton-Wellesley Hospital

 1c 35,842,892 FMV
(26) Shaughnessy-Kaplan Rehabilitation Hospital

 1b 5,020,000 FMV
(27) The Spaulding Rehabilitation Hospital Corp

 1b 85,027,891 FMV
(28) FRC Inc

 1b 1,575,000 FMV
(29) Partners Hospice Inc

 1b 100,000 FMV
(30) Spaulding Hospital - Cambridge Inc

 1b 3,000,000 FMV
(31) FRC Inc

 1c 375,000 FMV
(32) Partners Home Care Inc

 1c 1,773,322 FMV
(33) Rehabilitation Hospital of the Cape and Isl

 1c 1,100,000 FMV
(34) The Spaulding Rehabilitation Hospital Corp

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

 1k 1,158,996 FMV
(36) FRC Inc

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

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

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

 1k 2,061,996 FMV
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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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