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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 10-01-2012 , 2012, and ending 09-30-2013
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
Suite
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 $ 10,625,521,687
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) ........ 3 538
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 287
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 61,781
6 Total number of volunteers (estimate if necessary) ............. 6 4,658
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 14,544,196
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -1,194,276
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,883,433,308 2,663,051,097
9 Program service revenue (Part VIII, line 2g) ......... 7,268,131,179 7,452,014,758
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 126,011,468 339,968,091
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 174,984,350 164,181,408
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,452,560,305 10,619,215,354
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,086,786,345 863,971,262
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) 5,245,752,905 5,580,444,022
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 841,808 312,164
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet49,912,166    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,667,606,154 3,847,903,564
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,000,987,212 10,292,631,012
19 Revenue less expenses. Subtract line 18 from line 12....... 451,573,093 326,584,342
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 12,595,526,775 13,371,605,172
21 Total liabilities (Part X, line 26)............. 5,685,724,172 5,155,057,278
22 Net assets or fund balances. Subtract line 21 from line 20..... 6,909,802,603 8,216,547,894
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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 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 $ 7,261,961,408 including grants of $ 849,903,618 ) (Revenue $ 7,413,073,265 )
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 2013, 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 2013, ending September 30, 2013 Partners HealthCare system recorded 149,694 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 2013, Partners HealthCare acute care hospital based and non-hospital based ambulatory care programs resulted in approximately 1,174,000 routine visits, approximately 335,000 emergency services visits, and approximately 876,000 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, 2013. The General Hospital: GHC is licensed by the DPH to operate 1,046 beds, 999 of which were staffed as of September 30, 2013. Brigham and Women's Faulkner Hospital: BWFH is a 138-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 126 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 $ 1,933,867,717 including grants of $ 0 ) (Revenue $ 1,989,645,071 )
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 2013, Partners HealthCare's total research expenditures were $1,468.8 million. Of this total, approximately $789.3 million (54%) was funded by NIH and other federal agencies. As of September 30, 2013, Partners HealthCare committed future research funding was approximately $2.6 billion, excluding clinical trials. Other federal agencies that provide research funding to Partners HealthCare include the U.S. Department of Defense. The Department of Defense has provided funding over the last twelve years to support CIMIT, including approximately $6 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.
4c (Code:   ) (Expenses $ 154,185,718 including grants of $ 0 ) (Revenue $ 156,116,731 )
Teaching: The Partners HealthCare hospitals have a long tradition of educating physicians, other healthcare professionals and biomedical scientists. Approximately 1,490 residents and 700 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 2,000 research fellows at BWH and The General, with some additional fellows at the other institutions. These Ph.D. or M.D./Ph.D. scientists participate in mentored research experiences. Many also take part in one of the didactic programs aimed at basic, translational, or clinical and outcomes research that are offered within the Partners HealthCare system. In addition, Partners 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 $ 20,343,099 )
Administrative Fees
(Code:   ) (Expenses $ 877,689 including grants of $ 0 ) (Revenue $ 874,108 )
Daycare Tuition
(Code:   ) (Expenses $ 269 including grants of $ 0 ) (Revenue $ 595,870 )
Partnership Revenue
4d Other program services (Describe in Schedule O.)
(Expenses $ 877,958 including grants of $ 0 ) (Revenue $ 21,813,077 )
4e Total program service expensesMediumBullet9,350,892,801
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV......... 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 United States? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
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 United States? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
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 I (see instructions).... Click 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 hospital facilities? 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 statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2012)
Form 990 (2012)
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, line 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 lines 24b through 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, highest 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
 
No
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 direct or indirect 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 M..Click 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, Part II, III, or IV, and Part 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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
320
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
61,781
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, securities account, or other financial 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 as charitable contributions?...
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
538
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
287
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
Yes
 
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 this 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 , IL , 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:
MediumBulletPARTNERS FIN-TAX DIRECTOR529 MAIN STREET STE 510CharlestownMA02129 (617) 724-9841
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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
.......................0.0 		X           518,767 0 50,351
(2) Cary W Akins MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           368,659 0 55,138
(3) Richard Alexander MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           259,568 0 44,213
(4) Tibby Allen........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(5) Stephen C Anderson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(6) Joan M Archer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 254,362 59,513
(7) Stanley W Ashley MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           592,377 0 62,556
(8) W Gerald Austen MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           958,646 0 57,761
(9) Richard C Bane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(10) Maureen Banks........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 468,144 57,876
(11) Peter K Barber........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(12) Robert L Barbieri MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       480,217 0 58,718
(13) William S Barker........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(14) David S Barlow........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(15) Jeffrey T Barnes........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(16) Joan M Barrett........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(17) Nesli Basgoz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           267,623 0 42,036
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line) 		(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) W Geoffrey Beattie........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(19) Carolyn A Beckedorff........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(20) Judith G Belash........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(21) Janis P Bellack PhD RN........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X           0 346,634 47,503
(22) Mark R Belsky MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           25,741 0 27,812
(23) Joan M Bengtson MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           230,095 0 47,971
(24) Sibel Bessim MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(25) Jeanne E Blake........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(26) Edward B Bloom........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(27) Sally Mason Boemer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 653,832 65,651
(28) Joanne Borg-Stein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           336,270 0 76,829
(29) Kevin Bottomley........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(30) Paul Braverman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(31) Debra K Brede........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(32) John F Brennan Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(33) Elaine L Bridge........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 404,268 63,510
(34) O'Neil A Britton MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           543,247 0 69,311
(35) Mary R Brown........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(36) Tedy L Bruschi........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(37) Robert H Brust........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(38) John J Burke........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(39) Roxanne C Ruppel........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X           0 245,237 57,108
(40) John C Cannistraro Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(41) Bernard S Carrey........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(42) Marc N Casper........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(43) Bruce A Chabner MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           399,193 0 52,472
(44) Ennio A Chiocca MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           932,378 0 52,482
(45) William Reed Chisholm II........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(46) Joseph A Ciffolillo........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(47) Eugene Howard Clapp........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(48) Jennifer Cofer Flanagan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(49) Christopher M Coley MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           359,746 0 52,567
(50) Earl M Collier Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(51) G Drew Conway........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(52) Jennifer Costain........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           194,136 0 35,001
(53) Susan C Crampton........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(54) Thomas P Cunningham III........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           51,386 0 374
(55) Richard L Curtis MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           40,807 0 29,439
(56) Henry A D'Angelo MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           320,214 0 36,141
(57) Bruce Danziger........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(58) Robert A Danziger........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(59) Ernesto DaSilva MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           260,149 0 41,556
(60) Judith M Davenport DMD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(61) Susan Dempsey........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       266,565 0 59,498
(62) Charles F Desmond........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(63) John M Deutch........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(64) Terence P Doorly MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           698,669 0 44,276
(65) John P Drislane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(66) Margaret M Duggan MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       334,827 0 52,788
(67) Molly Dunne........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(68) William R Elfers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(69) Arthur J Epstein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(70) Carlos Fernandez-del Castillo........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           658,819 0 56,358
(71) Anne M Finucane........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(72) Karen M Flaherty RN........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       191,785 0 44,909
(73) Honorable Gregory C Flynn........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(74) Nancy S Foster........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(75) Bruce H Freedman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(76) Lawrence S Friedman MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           362,506 0 43,365
(77) Joseph P Frolkis MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           390,669 0 53,110
(78) Charles K Gifford........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(79) Lina Gillies........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           74,361 0 13,878
(80) Thomas P Glynn PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 762,654 0
(81) Jeffrey A Golden MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       840,161 0 64,848
(82) Michael Goldstein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           86,423 0 0
(83) Arthur L Goldstein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(84) Benjamin A Gomez........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(85) Thomas H Grape........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(86) Erwin L Greenberg........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(87) Peter T Greenspan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           358,677 0 52,579
(88) Daniel J Gross........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 412,703 66,953
(89) Suzanne S Gruhl........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(90) Michael L Gustafson MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X           496,560 0 48,616
(91) Maureen O Hackett........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(92) Gerard F Hadley........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 172,693 41,469
(93) Steven R Haley........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(94) Robert Handin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           264,308 0 50,105
(95) Erling A Hanson Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(96) Jay R Harris MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       685,107 0 33,855
(97) Peter Helms........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(98) Brent L Henry Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X           0 942,360 51,105
(99) Keith Henry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(100) John W Henry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(101) Mark D Hershey MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(102) Mairead Hickey PhD RN........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X           2,802,984 0 70,145
(103) Kevin F Hickey........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(104) Richard E Holbrook........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(105) Albert A Holman III........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X   X       0 0 0
(106) H Robert Horvitz PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(107) Ann T Ingram........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(108) David Ives........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(109) Alan Anthony James........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           252,767 0 24,225
(110) Andre' C Jasse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(111) Michael S Jellinek MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X   X       0 1,273,602 74,114
(112) Mark D Johnson MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           568,787 0 51,229
(113) Patrick F Jordan III........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 461,653 72,485
(114) Leonard B Kaban DMD MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           582,823 0 55,939
(115) Steven E Kapfhammer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       318,238 0 25,519
(116) James L Kaplan PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(117) Sinesia Karol........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(118) Stephen R Karp........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(119) Steven M Kaye........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(120) Marie-Louise Kehoe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(121) Richard M Kelleher........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(122) Susan B Kelly........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       123,237 0 12,555
(123) Christopher J Kelly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(124) Pardon R Kenney MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           467,969 0 49,887
(125) Edward T Kenyon........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(126) Barrett Kitch MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           333,454 0 19,723
(127) Anthony A Klein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(128) Wendell J Knox........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(129) Jonathan A Kraft........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(130) John Kucharski........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(131) Thomas S Kupper MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           543,050 0 52,491
(132) Pamela L Lawrence........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 300,272 61,746
(133) James J Lehane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(134) Jeffrey M Leiden MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(135) John A Lewis MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       393,813 0 51,300
(136) Jay Loeffler MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           849,269 0 35,289
(137) Joseph Loscalzo MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................1.0 		X   X       626,976 0 61,798
(138) Stacey Lucchino........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(139) Stanley J Lukowski........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(140) Everett T Lyn MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           484,236 0 51,369
(141) Kenneth E MacWilliams........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(142) Andrew Madden........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           159,538 0 44,959
(143) Frederick Mandell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(144) Peter K Markell........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X   X       0 3,526,635 360,679
(145) Carl J Martignetti........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(146) Peter Mauch MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           508,244 0 51,082
(147) J Brian McCarthy........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(148) Vincent T McDermott........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 295,457 49,306
(149) Terrence McGinnis........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(150) Maury E McGough MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 554,044 74,162
(151) Carol C McMullen........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(152) Joseph C McNay........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(153) Barbara J McNeil MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(154) Caroline Ann Merrifield........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(155) Tracilee Messina........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(156) Joseph J Miaskiewicz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           283,640 0 37,469
(157) Laura Miller MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           264,529 0 50,207
(158) Edward Miller........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(159) Barry Mills........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(160) Richard Mills........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(161) Cathy E Minehan........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(162) Michael Molinar........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(163) Kathleen Monbouquette........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(164) Mary Montouri........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(165) G Marshall Moriarty Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X   X       0 0 0
(166) Laura B Morse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(167) Elizabeth Mort MD MPH........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           599,311 0 52,817
(168) Cynthia Morton PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           285,296 0 60,392
(169) John Mottern........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(170) Michael Muehe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(171) Elizabeth G Nabel MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 1,372,598 1,015,430
(172) Philip A Nardone Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(173) Andrea Ng MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           411,286 0 52,533
(174) Wilfred F Ngwa PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           58,931 0 14,567
(175) Robert G Norton........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 1,954,023 63,850
(176) Michael F O'Connell Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(177) Robert L Paglia........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(178) Marie Louise Palandjian........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(179) Krishna Palepu........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(180) Ernest Parizeau........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(181) Gregory J Pauly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           512,547 0 47,597
(182) Diane R Pearl MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           297,866 0 54,198
(183) Bruce A Percelay........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(184) Donald M Perrin........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(185) Dennis W Perry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(186) H Bradlee Perry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(187) Patricia P Petraglia........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(188) Colette AM Phillips........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(189) Robert W Pierce Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(190) Pieter Pil MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           471,488 0 19,807
(191) Jennifer L Porter........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(192) Ann L Prestipino........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           564,997 0 46,579
(193) Paula A Price........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(194) Mary G Puma........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(195) Abrar A Qureshi MD MPH........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           411,220 0 50,254
(196) Scott L Rauch MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 574,477 64,152
(197) Earle A Ray........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(198) Arthur I Reade Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(199) Pamela D A Reeve........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(200) Mitchell S Rein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           561,009 0 55,543
(201) Michael L Reney........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 527,895 50,726
(202) Patricia F Ribakoff........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(203) Auguste E Rimpel Jr PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(204) David J Roberts MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           265,844 0 31,020
(205) Michael A F Roberts........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(206) K Keith Roe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(207) Allan H Ropper MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           423,816 0 53,130
(208) Jerrold F Rosenbaum MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           510,265 0 52,732
(209) Marc S Rubin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           483,487 0 28,789
(210) Martin A Samuels MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           524,678 0 52,485
(211) John Schaefer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(212) Mark A Schechter MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           319,543 0 43,216
(213) Isaac Schiff MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           419,052 0 52,650
(214) Frederick J Schoen MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       391,621 0 57,078
(215) Scott A Schoen........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(216) Scott Schuster........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(217) Lee H Schwamm MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           425,734 0 43,254
(218) Steven E Seltzer MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       489,583 0 54,881
(219) A Alan Semine MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(220) Stanton K Shernan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           544,500 0 58,725
(221) J Dale Sherratt........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(222) Jeffrey N Shribman Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(223) David Silbersweig MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           558,004 0 52,477
(224) Richard N Silverman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(225) Eric S Silverman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(226) Aneesh B Singhal MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           414,691 0 52,457
(227) Shirley L Singleton........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(228) Ronald L Skates........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(229) J Jack Skowronski MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           267,667 0 43,430
(230) Peter L Slavin MD MBA........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 1,828,104 343,359
(231) Barry R Sloane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(232) Allen L Smith MD MS........................................................................
See Schedule O - O & T Titles
 50.0
.......................1.0 		X   X       576,878 0 50,536
(233) W Lloyd Snyder III........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(234) Josiah A Spaulding Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(235) Scott M Sperling........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(236) Gary A Spiess Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(237) John W Stakes III MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           305,061 0 54,616
(238) Kathleen M Stansky........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(239) David JR Steele MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           433,935 0 52,388
(240) Anne E Steer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(241) Judith R Stewart........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(242) David E Storto........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 586,450 162,664
(243) David J Sugarbaker MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,370,543 0 50,432
(244) Francene Sussner Rodgers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(245) Timothy D Sweet........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(246) Khalid Syed MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           375,821 0 48,233
(247) James D Taiclet........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(248) Elizabeth S Taylor........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 173,060 25,641
(249) Walter Teller........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(250) Clare M Tempany MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           451,403 0 52,803
(251) Henri A Termeer........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(252) Dorothy A Terrell........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(253) Jeffrey S Thomas........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(254) Richard D Thomson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(255) Alexander L Thorndike........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(256) Thomas S Thornhill MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           714,293 0 53,536
(257) David F Torchiana MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       1,161,247 0 392,715
(258) Elyssa J Towers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           110,229 0 19,173
(259) Mary Ann Tynan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(260) Charles A Vacanti MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       641,080 0 56,373
(261) Carol A Vallone........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(262) Ron M Walls MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           655,770 0 52,574
(263) Timothy J Walsh........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       444,543 0 61,206
(264) Andrew L Warshaw MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           952,598 0 65,460
(265) Rev Gloria E White-Hammond........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(266) Linda Whitlock........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(267) Stephen G Woodsum........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(268) John Wright MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           554,797 0 49,952
(269) Charles F Wu........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(270) Gwill York........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(271) Amy R Yunes........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       67,422 0 13,802
(272) Ross D Zafonte DO........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           583,346 0 52,415
(273) Michael J Zinner MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,034,768 0 53,414
(274) Joshua L Abrams Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 173,424 46,224
(275) Sarah Arnholz Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 180,942 44,389
(276) Elizabeth M Azano Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................1.0 		    X       0 102,667 32,077
(277) Jean M Boyle Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 155,211 28,348
(278) David J Burke........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       210,414 0 26,009
(279) Rod Carnifax........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 0 0
(280) Brian F Chiango........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       403,373 0 52,859
(281) Amy Casey Connolly........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       110,498 0 38,824
(282) Richard Cornell........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       229,764 0 53,968
(283) Paul G Cushing Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 223,025 61,762
(284) Joan E Elias Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 224,465 55,948
(285) Emily C Fogler........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 161,813 41,465
(286) Margot Hartmann MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       297,766 0 18,549
(287) James L Heffernan........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       526,309 0 54,391
(288) John R Higham Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 269,827 66,447
(289) William C Johnston........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       498,629 0 51,435
(290) Katherine M Kneeland Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 256,443 37,410
(291) Nidhi Kumar........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 120,641 30,952
(292) David A Lagasse........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 316,164 56,720
(293) Thomas Lenkowski........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       211,698 0 19,986
(294) Harvey Mamon MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       456,510 0 49,977
(295) David McCready........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       365,572 0 60,279
(296) Gilbert H Mudge Jr MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 576,487 56,415
(297) Rachel Scheer Wasserstrom........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       185,242 0 41,980
(298) Mary E Shaughnessy........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 355,260 55,476
(299) Joan C Stoddard Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 280,285 58,262
(300) Gerard P Walsh........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       231,045 0 48,300
(301) David L Weltman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 0 0
(302) David B Wright Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 210,709 39,156
(303) Dennis Ausiello MD........................................................................
Chief of Medicine - GHC
 50.0
.......................0.0 		      X     835,189 0 52,828
(304) Susan M Beausoliel........................................................................
Chief Operating Officer - PHC
 50.0
.......................0.0 		      X     0 206,303 43,598
(305) Barbara E Bierer MD........................................................................
Sr. Vice Pres. - BWH
 50.0
.......................0.0 		      X     528,458 0 68,011
(306) Arthur J Bowes........................................................................
Sr. Vice Pres. - NSMC
 50.0
.......................0.0 		      X     0 270,907 53,807
(307) Steven D Browell MD........................................................................
Medical Director - NSPG
 50.0
.......................0.0 		      X     361,723 0 42,422
(308) Maureen N Chesley........................................................................
Vice Pres. - PHC
 50.0
.......................0.0 		      X     0 183,612 41,059
(309) Kenneth Chisholm........................................................................
Administrator - MVH
 50.0
.......................0.0 		      X     265,735 0 37,730
(310) Mary Beth DiFilippo........................................................................
Vice Pres. - SKRH
 50.0
.......................0.0 		      X     185,702 0 26,326
(311) James Ferriter........................................................................
Director Physician Svc. - MVH
 50.0
.......................0.0 		      X     199,235 0 44,832
(312) Joanne M Fucile........................................................................
Vice Pres. - SHC
 50.0
.......................0.0 		      X     239,547 0 33,450
(313) Mary Jo Gagnon........................................................................
Sr. Vice Pres. - NSMC
 50.0
.......................0.0 		      X     0 245,626 41,821
(314) Gary W Garberg........................................................................
Vice Pres. - PHC
 50.0
.......................0.0 		      X     0 175,304 34,468
(315) Joseph Gold MD........................................................................
COO & Executive VP - MCL
 50.0
.......................0.0 		      X     389,476 0 59,105
(316) Michele Gougeon MSc........................................................................
Chief Medical Officer - MCL
 50.0
.......................1.0 		      X     370,345 0 64,592
(317) George Gougian........................................................................
Executive Dir. - FRC
 50.0
.......................0.0 		      X     140,551 0 32,614
(318) Judy Hayes........................................................................
Vice Pres. - BWFH
 50.0
.......................0.0 		      X     275,290 0 47,624
(319) Paula M Hereau........................................................................
Vice Pres. - SRH
 50.0
.......................0.0 		      X     171,767 0 49,715
(320) Keith D Lillemoe MD........................................................................
Surgeon-In-Chief - GHC
 50.0
.......................0.0 		      X     996,668 0 57,211
(321) Edward Liston-Kraft PhD........................................................................
Vice Pres. - BWFH
 50.0
.......................0.0 		      X     230,525 0 40,012
(322) Frederick Millham MD........................................................................
Chief of Surgery - NWH
 50.0
.......................0.0 		      X     476,946 0 41,918
(323) Ellen Moloney........................................................................
Sr. Vice Pres. - NWH
 50.0
.......................0.0 		      X     0 330,370 46,246
(324) Stephanie N Nadolny........................................................................
Vice Pres. - RHCI
 50.0
.......................0.0 		      X     163,173 0 35,483
(325) Britain W Nicholson MD........................................................................
Sr. Vice Pres. & CMO - GHC
 50.0
.......................0.0 		      X     757,491 0 52,874
(326) Harry W Orf PhD........................................................................
Sr. Vice Pres. - GHC
 50.0
.......................0.0 		      X     796,267 0 48,550
(327) Jacqueline A Somerville RN........................................................................
Sr. Vice Pres. - BWH
 50.0
.......................0.0 		      X     423,017 0 63,447
(328) Beatrice Thibedeau........................................................................
Sr. Vice Pres. & CNO - NSMC
 50.0
.......................0.0 		      X     0 287,428 39,512
(329) Robert D Welch........................................................................
Vice Pres. - PCC
 50.0
.......................0.0 		      X     156,702 0 40,049
(330) Lawrence H Cohn MD........................................................................
Surgeon
 50.0
.......................0.0 		        X   2,173,696 0 53,555
(331) Thomas Gill IV MD........................................................................
Surgeon
 50.0
.......................0.0 		        X   1,956,502 0 53,847
(332) Niall M Heney MD........................................................................
Surgeon
 50.0
.......................0.0 		        X   2,677,860 0 52,632
(333) Thomas F Holovacs MD........................................................................
Surgeon
 50.0
.......................0.0 		        X   1,936,390 0 53,848
(334) Christopher S Ogilvy MD........................................................................
Surgeon
 50.0
.......................0.0 		        X   1,686,759 0 55,920
(335) Christopher Clark Esq........................................................................
Former Officer - GHC, MGH
 50.0
.......................0.0 		          X 0 305,349 64,518
(336) Naomi Bass Grace Esq........................................................................
Former Officer - FRC, SKRH
 50.0
.......................0.0 		          X 0 114,516 40,449
(337) Andrew Jeon MD MBA........................................................................
Former Officer - PMI
 0.0
.......................0.0 		          X 0 108,375 0
(338) Timothy P Lynch........................................................................
Former Officer - FRC
 50.0
.......................0.0 		          X 112,150 0 7,599
(339) David J Trull........................................................................
Former Officer - BWFH
 0.0
.......................0.0 		          X 0 476,109 0
(340) Thomas H Aretz MD........................................................................
Former Key - PMI
 50.0
.......................0.0 		          X 0 472,791 57,389
(341) Franklin R Bringhurst MD........................................................................
Former Key - GHC
 50.0
.......................0.0 		          X 601,834 0 52,767
(342) S Bruce Dowton MD........................................................................
Former Key - PMI
 0.0
.......................0.0 		          X 0 145,045 9,233
(343) James Ellison MD........................................................................
Former Key - MCL
 50.0
.......................0.0 		          X 214,428 0 60,288
(344) Michael A Gimbrone Jr MD........................................................................
Former Key - BWH
 50.0
.......................0.0 		          X 328,276 0 56,964
(345) Joel Heller MD........................................................................
Former Key - NSPG
 50.0
.......................0.0 		          X 378,627 0 43,539
(346) Jeanette Ives Erickson RN........................................................................
Former Key - GHC
 50.0
.......................1.0 		          X 598,610 0 56,703
(347) Gregg S Meyer MD........................................................................
Former Key - GHC
 50.0
.......................0.0 		          X 193,645 0 29,968
(348) Virginia Mirisola........................................................................
Former Key - SKRH
 50.0
.......................0.0 		          X 0 186,034 51,386
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 67,607,784 25,206,289 10,762,857
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet10,015
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
Walsh Brothers, 210 Commercial StreetBOSTONMA02109 Construction Svcs 86,747,683
Angelica-Worcester, PO Box 823283PHILADELPHIAPA191823283 Laundry Services 21,182,998
Suffolk Construction Co, 99 Conifer Hill DrDANVERSMA01923 Construction Svcs 20,588,297
Turner Construction Co, 855 Boylston StreetBOSTONMA02114 Construction Svcs 20,101,701
Blue Cross Blue Shield of Massachus, 41 Park DriveBOSTONMA02215 Medical Claims Svcs. 19,068,543
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet509
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 18,399,561
d Related organizations...1d 704,192,329
e Government grants (contributions)1e 792,557,488
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,147,901,719
g Noncash contributions included in lines
1a-1f:$ 		30,928,196
h Total. Add lines 1a-1f.......MediumBullet 2,663,051,097
Program Service Revenue Business Code
2a PATIENT CARE AND RELATED SERVICES 621990 7,410,678,795 7,410,678,795    
b AMBULANCE INCOME 621910 2,394,470 2,394,470    
c RESEARCH AND EDUCATION REVENUE 541700 15,047,456 15,047,456    
d ADMINISTRATIVE FEES 561000 21,626,185 20,343,099 1,283,086  
e DAYCARE TUITION 624410 874,108 874,108    
f All other program service revenue . 1,393,744 1,393,744    
g Total. Add lines 2a–2f........MediumBullet 7,452,014,758
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 69,358,365     69,358,365
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 49,205,101     49,205,101
(i) Real (ii) Personal
6a Gross rents 36,134,599  
b Less: rental expenses    
c Rental income or (loss) 36,134,599 0
d Net rental income or (loss).......MediumBullet 36,134,599   10,530,558 25,604,041
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 270,609,726  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 270,609,726  
d Net gain or (loss)..........MediumBullet 270,609,726   -15,232 270,624,958
8a Gross income from fundraising events (not including
$ 18,399,561
of contributions reported on line 1c). See Part IV, line 18 ..
a 2,393,958
b Less: direct expenses ...b 6,306,333
c Net income or (loss) from fundraising events..MediumBullet -3,912,375   -3,912,375
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
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 812930 51,182,469     51,182,469
b CAFETERIA INCOME 722210 28,825,830     28,825,830
c CONSULTING SERVICES 541900 175,608   175,608  
d All other revenue .... 2,570,176   2,570,176  
e Total. Add lines 11a–11d ...... MediumBullet 82,754,083
12 Total revenue. See Instructions......MediumBullet 10,619,215,354 7,450,731,672 14,544,196 490,888,389
Form 990 (2012)
Form 990 (2012)
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).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 21 849,903,618 849,903,618
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 14,067,644 14,067,644
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 71,471,702   71,471,702  
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 4,255,806,101 3,895,080,306 335,488,152 25,237,643
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 284,554,530 258,522,500 26,025,067 6,963
9 Other employee benefits ....... 759,045,116 681,750,042 68,958,612 8,336,462
10 Payroll taxes ........... 209,566,573 187,695,155 21,857,491 13,927
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 8,268,906 7,295,965 870,535 102,406
c Accounting ........... 30,884 -13,206 44,090  
d Lobbying ........... 304,189   304,189  
e Professional fundraising services. See Part IV, line 17 312,164 312,164
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 816,222,330 716,021,612 93,993,422 6,207,296
12 Advertising and promotion .... 20,412,186 17,473,362 2,794,635 144,189
13 Office expenses ....... 1,180,474,672 1,059,574,165 117,348,205 3,552,302
14 Information technology ...... 37,399,107 33,911,433 3,449,348 38,326
15 Royalties .. 206,392 206,392    
16 Occupancy ........... 321,678,914 288,902,113 30,912,722 1,864,079
17 Travel ............ 32,940,278 30,042,035 2,307,219 591,024
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 7,934,273 7,352,354 571,947 9,972
20 Interest ........... 91,165,752 72,148,038 19,017,714  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 376,524,415 323,545,097 52,930,094 49,224
23 Insurance .............. 82,218,665 75,006,124 7,202,945 9,596
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEALS 24,574,279 21,767,440 2,177,578 629,261
b NON-PATIENT BAD DEBT EXPENSE 2,412,106 2,059,788 352,318  
c NON CAPITAL EQUIPMENT 12,365,419 11,190,087 1,167,939 7,393
d OTHER RESEARCH EXPENSES 478,155,977 478,069,269 61,421 25,287
e All other expenses 354,614,820 319,321,468 32,518,700 2,774,652
25 Total functional expenses. Add lines 1 through 24e 10,292,631,012 9,350,892,801 891,826,045 49,912,166
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 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 318,799,438 2 213,369,856
3 Pledges and grants receivable, net ........... 378,939,825 3 330,759,781
4 Accounts receivable, net ............. 831,522,947 4 878,561,766
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
74,703 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 32,326,852 7 51,381,742
8 Inventories for sale or use .............. 38,012,022 8 39,548,499
9 Prepaid expenses and deferred charges .......... 49,487,698 9 51,542,830
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,795,358,980
b Less: accumulated depreciation ..... 10b 2,926,972,095 3,600,439,568 10c 3,868,386,885
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 5,941,264,255 12 6,509,514,629
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 ........... 1,404,659,467 15 1,428,539,184
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 12,595,526,775 16 13,371,605,172
Liabilities 17 Accounts payable and accrued expenses ......... 2,845,084,885 17 1,827,674,550
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 35,766 19 24,926
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other 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 .... 1,480,889 24 1,196,590
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.................... 2,839,122,632 25 3,326,161,212
26 Total liabilities. Add lines 17 through 25......... 5,685,724,172 26 5,155,057,278
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,915,625,199 27 6,128,022,215
28 Temporarily restricted net assets ........... 1,390,732,588 28 1,423,882,703
29 Permanently restricted net assets ........... 603,444,816 29 664,642,976
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 6,909,802,603 33 8,216,547,894
34 Total liabilities and net assets/fund balances ........ 12,595,526,775 34 13,371,605,172
Form 990 (2012)
Form 990 (2012)
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
10,619,215,354
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,292,631,012
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
326,584,342
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
6,909,802,603
5
Net unrealized gains (losses) on investments ...............
5
3,257,287
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
976,903,662
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
8,216,547,894
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
(A) PARTNERS HEALTHCARE SYSTEM INC
  		043230035 07 Yes   Yes   Yes   0
(B) THE MASSACHUSETTS GENERAL HOSPITAL
  		041564655 07 Yes   Yes   Yes   0
(C) NANTUCKET COTTAGE HOSPITAL INC
  		042103823 03 Yes   Yes   Yes   0
(D) BRIGHAM AND WOMEN'S HEALTH CARE INC
  		042921338 07 Yes   Yes   Yes   0
(E) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC
  		043466314 09 Yes   Yes   Yes   0
(F) THE BRIGHAM AND WOMEN'S HOSPITAL INC
  		042312909 03 Yes   Yes   Yes   0
(G) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC
  		042768256 03 Yes   Yes   Yes   0
(H) NEWTON-WELLESLEY HOSPITAL INC
  		042103611 03 Yes   Yes   Yes   0
Total                 0

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

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
2012
Name of the 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
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) (2012)

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
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable 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) 2012


Schedule C (Form 990 or 990-EZ) 2012
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)
No
Yes
(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? .........................
Yes
 
 
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
 
304,189
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
304,189
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, line 5; Part II-A (affiliated group list); Part II-A, line 2; 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 contact its employees with a voluntary opportunity to participate in the conversation to protect against cuts in Federal funding that would have an adverse impact on the Corporation and its Affiliates as well as the pace of medical advances, the economy, and the global competitiveness of the Corporation. 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. In addition, Nelson Mullins Riley & Scarborough LLP ("Nelson Mullins") is providing strategic counseling and public policy representation to the Home Base Program on a pro bono basis. Nelson Mullins will advocate for the Home Base Program before selected members of Congress as well as helping the Home Base Program build relationships in the defense industry. The majority of the funds expended for lobbying activities were for payments made to the Massachusetts Hospital Association, which determined that during fiscal year 2013 20.09% of its membership dues were used for lobbying purposes.
Schedule C (Form 990 or 990EZ) 2012

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
2012
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,743,211,839 1,601,592,324 1,608,039,028 1,470,052,662 1,520,440,070
b Contributions ........ 37,627,277 44,689,578 29,202,553 18,219,969 12,070,437
c Net investment earnings, gains, and losses 173,355,610 173,953,391 21,509,517 144,155,773 15,827,397
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		77,206,484 77,023,454 57,158,774 24,389,065 78,585,242
f Administrative expenses ....          
g End of year balance ...... 1,876,988,242 1,743,211,839 1,601,592,324 1,608,039,339 1,469,752,662
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet48.000 %
b
Permanent endowment SchDMd Bullet21.000 %
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 XIII 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 ................. 19,013,253 131,025,894 150,039,147
b Buildings ................ 11,040,580 4,828,961,539 2,227,565,166 2,612,436,953
c Leasehold improvements ............   283,485,449 144,634,388 138,851,061
d Equipment ................   1,051,979,370 548,630,349 503,349,021
e Other .................   469,852,895 6,142,192 463,710,703
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,868,386,885
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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 		6,283,963,483 F

(B) INVESTED CASH EQUIVALENTS 		34,273,997 F

(C) EQUITIES 		130,215,989 F

(D) US GOVT & OTHER FIXED INC SEC 		47,992,996 F

(E) PRIVATE PARTNERSHIPS & OTHER 		13,068,164 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 6,509,514,629
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 8,468,239
(2) INVESTMENT IN PARTNERSHIPS 3,649,893
(3) CASH SURR VALUE OF LIFE INS 8,132,902
(4) DUE FROM AFFILIATES 139,833,821
(5) CONTRIBUTIONS REC FROM TRUST 17,873,509
(6) INV IN NET ASSESTS OF AFFIL 807,863,989
(7) OTHER ASSETS 442,716,831


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,428,539,184
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 331,532,152
PARTNERS HEALTHCARE SYSTEM CAP 2,718,369,215
CAPITAL LEASE OBLIGATIONS 248,040
DUE TO 3RD PARTY PAYORS 19,087,889
CURRENT PORTION OF SETTLEMENT 94,093,616
UNEXPENDED FUNDS ON RESEARCH G 160,291,944
OTHER LIABILITIES 2,538,356


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,326,161,212
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI 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 XIII.) ............ 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 XIII.) ........... 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 XII 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 XIII.) ............ 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 XIII.) ............ 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 XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, 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.
FIN 48(ASC 740) Footnote Part X, Line 2 There is no FIN 48 footnote disclosure in the audited consolidated financial statements of Partners HealthCare System, Inc. and Affiliates.
Schedule D (Form 990) 2012

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
2012
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean 0 0 Program Services Pat. Care, Res. & Educ 682,624
Central America and the Caribbean 0 0 Program Services Jointly Owned For Ins. 96,635,849
Central America and the Caribbean 0 0 Program Services Int'l Grants 209,556
East Asia and the Pacific 0 0 Program Services Pat. Care, Res. & Educ 1,391,696
East Asia and the Pacific 0 0 Program Services Int'l Grants 300,480
Europe (Including Iceland and Greenland) 0 1 Program Services Pat. Care, Res. & Educ 6,675,625
Europe (Including Iceland and Greenland) 0 0 Program Services Int'l Grants 3,056,153
Middle East and North Africa 0 1 Program Services Pat. Care, Res. & Educ 416,441
Middle East and North Africa 0 0 Program Services Int'l Grants 29,000
North America 0 0 Program Services Pat. Care, Res. & Educ 11,285,979
North America 0 0 Program Services Int'l Grants 930,303
Russia and the Newly Independent States 0 0 Program Services Pat. Care, Res. & Educ 136,606
South America 0 0 Program Services Pat. Care, Res. & Educ 2,671,640
South America 0 0 Program Services Int'l Grants 2,262,381
South Asia 0 0 Program Services Pat. Care, Res. & Educ 1,922,334
South Asia 0 0 Program Services Int'l Grants 1,514,101
Sub-Saharan Africa 0 27 Program Services Pat. Care, Res. & Educ 6,931,329
Sub-Saharan Africa 0 0 Program Services Int'l Grants 5,765,670
3a Sub-total ..... 0 29 137,052,097
b Total from continuation sheets to Part I ... 0 0 5,765,670
c Totals (add lines 3a and 3b) 0 29 142,817,767
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
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. Part II can be duplicated 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)
Central America and the Caribbean Medical Research 15,500 Wire Transf.      
Central America and the Caribbean Medical Research 194,056 Wire Transf.      
East Asia and the Pacific Medical Research 38,556 Wire Transf.      
East Asia and the Pacific Medical Research 50,917 Wire Transf.      
East Asia and the Pacific Medical Research 125,580 Wire Transf.      
East Asia and the Pacific Medical Research 33,347 Wire Transf.      
East Asia and the Pacific Medical Research 28,080 Wire Transf.      
East Asia and the Pacific Medical Research 24,000 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 25,282 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 93,068 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 258,480 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 31,461 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 142,836 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 255,405 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 14,864 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 80,010 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 40,348 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 52,294 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 63,727 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 103,130 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 12,357 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 69,394 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 128,476 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 246,107 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 27,000 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 27,562 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 48,783 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 7,290 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 12,879 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 144,654 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 115,000 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 209,615 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 599,698 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Research 57,147 Wire Transf.      
Middle East and North Africa Medical Research 27,000 Wire Transf.      
North America Medical Research 45,000 Wire Transf.      
North America Medical Research 729,338 Wire Transf.      
North America Medical Research 20,697 Wire Transf.      
North America Medical Research 62,965 Wire Transf.      
North America Medical Research 14,561 Wire Transf.      
North America Medical Research 8,354 Wire Transf.      
North America Medical Research 49,387 Wire Transf.      
South America Medical Research 166,147 Wire Transf.      
South America Medical Research 175,662 Wire Transf.      
South America Medical Research 122,344 Wire Transf.      
South America Medical Research 10,999 Wire Transf.      
South America Medical Research 1,787,229 Wire Transf.      
South Asia Medical Research 256,708 Wire Transf.      
South Asia Medical Research 1,173,141 Wire Transf.      
South Asia Medical Research 84,252 Wire Transf.      
Sub-Saharan Africa Medical Research 12,830 Wire Transf.      
Sub-Saharan Africa Medical Research 19,246 Wire Transf.      
Sub-Saharan Africa Medical Research 37,958 Wire Transf.      
Sub-Saharan Africa Medical Research 215,594 Wire Transf.      
Sub-Saharan Africa Medical Research 25,395 Wire Transf.      
Sub-Saharan Africa Medical Research 1,115,337 Wire Transf.      
Sub-Saharan Africa Medical Research 232,151 Wire Transf.      
Sub-Saharan Africa Medical Research 32,693 Wire Transf.      
Sub-Saharan Africa Medical Research 5,973 Wire Transf.      
Sub-Saharan Africa Medical Research 291,125 Wire Transf.      
Sub-Saharan Africa Medical Research 888,957 Wire Transf.      
Sub-Saharan Africa Medical Research 354,069 Wire Transf.      
Sub-Saharan Africa Medical Research 877,447 Wire Transf.      
Sub-Saharan Africa Medical Research 389,577 Wire Transf.      
Sub-Saharan Africa Medical Research 359,853 Wire Transf.      
Sub-Saharan Africa Medical Research 49,872 Wire Transf.      
Sub-Saharan Africa Medical Research 838,739 Wire Transf.      
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
33
3
Enter total number of other organizations or entities .......................MediumBullet
34
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 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.
Part III can be duplicated 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)
Medical Research Europe (Including Iceland and Greenland) 7 189,286 Wire Transf.      
Medical Research Middle East and North Africa 1 2,000 Wire Transf.      
Medical Research Sub-Saharan Africa 1 18,855 Wire Transf.      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
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, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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) 2012
Schedule F (Form 990) 2012
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) 2012
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. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
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.
(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
Global Philanthropy Group
PO Box 252176
 
Los Angeles, CA90025 		Fundraising Strategy   No 0 120,000 0
Cannon Hill Associates
293 Whidah Rd
 
North Chatham, MA02650 		Fundraising Strategy   No 0 77,121 0
Eve K Nichols
14 Baskin Rd
 
Lexington, MA024216929 		Fundraising Strategy   No 0 66,313 0
Wayland Group
323 Boston Post Rd
 
Sudbury, MA01776 		Fundraising Strategy   No 0 32,942 0
Galler Group
1581 Brickell Ave
 
Miami, FL33129 		Fundraising Strategy   No 91,000 8,352 82,648
Mark A Edwards Company
75 Gardener Rd
 
Brookline, MA02445 		Fundraising Strategy   No 0 7,436 0
             
             
             
             
Total .................right arrow 91,000 312,164 82,648
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, IL, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

2013 Pops
(event type) 		(b) Event #2

2013 MGH Run
(event type) 		(c) Other events

168
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,244,951 1,662,624 16,607,561 20,515,136
2 Less: Contributions . . 1,966,496 1,662,624 14,498,827 18,127,947
3 Gross income (line 1
minus line 2) . . . 		278,455   2,108,734 2,387,189
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Noncash prizes . . 19,190 0 180,894 200,084
6 Rent/facility costs . . 166,551 0 482,005 648,556
7 Food and beverages . 215,131 0 1,240,739 1,455,870
8 Entertainment . . . 296,057 0 455,238 751,295
9 Other direct expenses . 422,293 0 2,828,235 3,250,528
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 6,306,333
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow -3,919,144
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
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? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter 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 of the third party:
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
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
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
2012
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Financial Assistance 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) as a factor in determining 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 as a factor in determining 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 used factors other than FPG in determining 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, as a factor in determining 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) .. 		    129,617,160 39,044,126 90,573,034 1.200 %
b Medicaid (from Worksheet 3,
column a) .... 		    645,736,683 426,314,678 219,422,005 2.910 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    775,353,843 465,358,804 309,995,039 4.110 %
Other Benefits
     30,423,979 8,633,303 21,790,676 0.290 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    241,757,527 56,582,245 185,175,282 2.450 %
g Subsidized health services
(from Worksheet 6) .. 		    32,400,000   32,400,000 0.430 %
h Research (from Worksheet 7)     1,379,284,357 49,044,491 1,330,239,866 17.610 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    1,977,541   1,977,541 0.030 %
j Total. Other Benefits ..     1,685,843,404 114,260,039 1,571,583,365 20.810 %
k Total. Add lines 7d and 7j .     2,461,197,247 579,618,843 1,881,578,404 24.920 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
15,301,161
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
1,312,376,820
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,493,623,384
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-181,246,564
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(owned 10% or more by officers, directors, trustees, key employees, and physicians—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) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?13
Name, address, and primary website address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 The General Hospital Corporation
55 Fruit Street
Boston,MA02114
www.massgeneral.org 		X X X X   X X      
2 The Brigham and Women's Hospital Inc
75 Francis Street
Boston,MA02115
www.brighamandwomens.org 		X X X X   X X      
3 North Shore Medical Center Inc
81 Highland Avenue
Salem,MA01970
www.nsmc.partners.org 		X X X X   X X      
4 Newton-Wellesley Hospital
2014 Washington Street
Newton,MA02462
www.nwh.org 		X X X X   X X      
5 Brigham and Women's Faulkner Hospital
1153 Centre Street
Boston,MA02130
www.brighamandwomensfaulkner.org 		X X   X   X X      
6 The McLean Hospital Corporation
115 Mill Street
Belmont,MA02478
www.mcleanhospital.org 		X     X   X        
7 The Spaulding Rehabilitation Hospital
300 First Avenue
Charlestown,MA02129
www.spauldingnetwork.org 		X               Rehab. Facility  
8 Shaughnessy - Kaplan Rehabilitation
Dove Avenue
Salem,MA01970
www.spauldingnetwork.org 		X               Rehab. Facility  
9 Rehabilitation Hospital of the Cape
311 Service Road
East Sandwich,MA02537
www.spauldingnetwork.org 		X               Rehab. Facility  
10 Spaulding Hospital - Cambridge Inc
1575 Cambridge Street
Cambridge,MA02138
www.spauldingnetwork.org 		X               Rehab. Facility  
11 Nantucket Cottage Hospital
57 Prospect Street
Nantucket,MA02554
www.nantuckethospital.org 		X           X      
12 Martha's Vineyard Hospital
Linton Lane PO Box 1477
Oak Bluffs,MA02557
www.mvhospital.com 		X       X   X      
13 North Shore Medical Center Inc
500 Lynnfield Street
Lynn,MA01904
www.nsmc.partners.org 		X X X X   X X      
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
The General Hospital Corporation
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
The Brigham and Women's Hospital Inc
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 2
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
North Shore Medical Center Inc
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 3
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Newton-Wellesley Hospital
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 4
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Brigham and Women's Faulkner Hospital
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 5
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
The McLean Hospital Corporation
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 6
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 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.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19   No
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
The Spaulding Rehabilitation Hospital
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 7
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10   No
If "Yes," indicate the FPG family income limit for eligibility for free care:   %
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19   No
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Shaughnessy - Kaplan Rehabilitation
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 8
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10   No
If "Yes," indicate the FPG family income limit for eligibility for free care:   %
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19   No
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Rehabilitation Hospital of the Cape
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 9
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 100%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19   No
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Spaulding Hospital - Cambridge Inc
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 10
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10   No
If "Yes," indicate the FPG family income limit for eligibility for free care:   %
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19   No
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Nantucket Cottage Hospital
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 11
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Martha's Vineyard Hospital
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 12
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
North Shore Medical Center Inc
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 13
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 133.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 300.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
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?76
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 BLOOD DONOR CTR AT DFCI
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 NSMC PROFESSIONAL SERVICES
55 HIGHLAND AVENUE
SALEM,MA01970 		OUTPATIENT CLINIC
44 NORTH SHORE MEDICAL CENTER OUTP
490 LYNNFIELD STREET
LYNN,MA01904 		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 NEWTON-WELLESLEY HOSPITAL REMOTE RADIOL
2000 WASHINGTON STREET
NEWTON,MA02462 		OUTPATIENT CLINIC
54 NEWTON-WELLESLEY OUTPATIENT SURGERY CTR
25 WASHINGTON STREET
WELLESLEY,MA02481 		OUTPATIENT CLINIC
55 NEWTON-WELLESLEY AMBULATORY CARE CENTER
159 WELLS AVENUE
NEWTON,MA02459 		OUTPATIENT CLINIC
56 MCLEAN SOUTHEAST DEPARTMENT OF VETERANS
940 BELMONT STREET BUILDING 7
BROCKTON,MA02301 		OUTPATIENT CLINIC
57 SPAULDING OUTPATIENT CENTER - BRIGHTON
20 GUEST STREET SUITE 150
BOSTON,MA02135 		OUTPATIENT CLINIC
58 SPAULDING OUTPATIENT CENTER - FRAMINGHAM
570 WORCESTER ROAD
FRAMINGHAM,MA01702 		OUTPATIENT CLINIC
59 SPAULDING OUTPATIENT CENTER - MEDFORD
101 MAIN STREET SUITE 101 AND 118-
MEDFORD,MA02155 		OUTPATIENT CLINIC
60 SPAULDING OUTPATIENT CENTER - WELLESLEY
65 WALNUT STREET
WELLESLEY,MA02181 		OUTPATIENT CLINIC
61 SPAULDING OUTPATIENT CENTER - BRAINTREE
300 GRANITE STREET 1ST FLOOR
BRAINTREE,MA02184 		OUTPATIENT CLINIC
62 SPAULDING OUTPATIENT CENTER - DOWNTOWN
294 WASHINGTON STREET SUITE 215
BOSTON,MA02114 		OUTPATIENT CLINIC
63 SPAULDING OUTPATIENT CENTER - CAMBRIDGE
1575 CAMBRIDGE STREET 1ST FLOOR
CAMBRIDGE,MA02138 		OUTPATIENT CLINIC
64 SPAULDING OUTPATIENT CENTER FOR CHILDREN
1 MAGUIRE ROAD 1ST FLOOR
LEXINGTON,MA02421 		OUTPATIENT CLINIC
65 SPAULDING OUTPATIENT CENTER - LYNN
583 CHESTNUT STREET SUITES 3 AND 4
LYNN,MA01904 		OUTPATIENT CLINIC
66 SPAULDING OUTPATIENT CENTER - MARBLEHEAD
4 COMMUNITY ROAD 2ND FLOOR
MARBLEHEAD,MA01945 		OUTPATIENT CLINIC
67 SPAULDING OUTPATIENT CENTER - MIDDLETON
147 SOUTH MAIN STREET SUITE 300
MIDDLETON,MA01949 		OUTPATIENT CLINIC
68 SPAULDING OUTPATIENT CENTER - PEABODY
4 CENTENNIAL DRIVE SUITE 101
PEABODY,MA01960 		OUTPATIENT CLINIC
69 SPAULDING OUTPATIENT CENTER AT LYNCH
40 LEGGIS HILL ROAD 1ST FLOOR SUI
MARBLEHEAD,MA01945 		OUTPATIENT CLINIC
70 SPAULDING OUTPATIENT CENTER AT BRIGHTV
50 ENDICOTT STREET 2ND FLOOR
DANVERS,MA01923 		OUTPATIENT CLINIC
71 SPAULDING OUTPATIENT CENTER - CAPE ANN
1 BLACKBURN CIRCLE SUITE 2
GLOUCESTER,MA01930 		OUTPATIENT CLINIC
72 SPAULDING OUTPATIENT CENTER - ORLEANS
65 OLD COLONY WAY SUITE 2
ORLEANS,MA02653 		OUTPATIENT CLINIC
73 SPAULDING OUTPATIENT CENTER - YARMOUTH
130 ANSEL HALLET ROAD
WEST YARMOUTH,MA02675 		OUTPATIENT CLINIC
74 SPAULDING EILEEN M WARD OUTPATIENT CTR
280-D ROUTE 130 SUITE 7
FORESTDALE,MA02644 		OUTPATIENT CLINIC
75 SPAULDING AQUATICS PROGRAM - YARMOUTH
579 BUCK ISLAND ROAD
WEST YARMOUTH,MA02673 		OUTPATIENT CLINIC
76 SPAULDING OUTPATIENT CENTER - PLYMOUTH
1 SCOBEE CIRCLE
PLYMOUTH,MA02360 		OUTPATIENT CLINIC
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
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; Part V, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
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.
8 Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
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. Financial Assistance Due to Excessive Medical Bills: Patients with family incomes of more than 300% of the FPG or non-US residents for whom the FPG is not a useful measure, who can demonstrate that their medical expenses exceed an established percentage of their family income, will be offered a financial hardship discount applicable to all emergent care and associated medically necessary follow-up services.
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. Please refer to http://www.partners.org/Community/Health-Care-Workforce/Default.aspx for more detail on Partners' commitment to the community.
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. Text of Bad Debt footnote from AFS: 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 $102,409,000 in 2013 and $123,725,000 in 2012 represents charges for services provided that are deemed to be uncollectible. The estimated cost of providing these services was approximately $38,205,000 and $39,936,000 for 2013 and 2012, 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. 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.
Community Health Needs Assessment Part V, Section B - Line 3 Input from persons who represent the community: The General Hospital Corporation: In the fall and winter of 2011/2012, CCHI (The MGH Center for Community Health Improvement) convened assessment committees in Charlestown, Chelsea and Revere in alignment with community processes already underway in order to create a vision and oversee the assessment process. In Charlestown, several ongoing initiatives helped leverage the process. The Charlestown Substance Abuse Coalition was preparing for its next strategic plan and the Spaulding Rehabilitation Network was preparing to conduct a community needs assessment in connection with its approval by the Massachusetts Department of Public Health to construct a new facility in Charlestown. In Chelsea, the City Manager contacted MGH in August, 2011 to request help developing a human services plan for the city. There was strong alignment between the goals of this project and the upcoming assessment process, so MGH and the City of Chelsea collaborated to form the assessment committee. The two groups identified participants from across sectors, and the City Manager personally invited members to join in order to demonstrate his strong commitment to the project. In Revere, the award winning substance abuse coalition Revere CARES became the backbone of the process, and additional participants were invited to join to assure broad community representation. Over its 15 years, Revere CARES has earned the trust of the community with the ability to manage effective cross-sector collaborations. For each committee, careful efforts were made to include community leaders, residents and organizations across sectors, and focused outreach was conducted to engage community members and cultural groups who might not otherwise be involved. See lists of members and organizations. In addition to our work with communities, CCHI has worked for decades with specific populations with distinct health needs. For more than two decades, the MGH has partnered with the Boston Health Care for the Homeless Program, and has provided opportunities to Boston youth in science, technology, engineering and math (STEM). In the more recent past, the MGH has engaged with seniors who reside outside the doors of the hospital, as well as refugees from around the world to help them navigate the healthcare system in their new surroundings. CCHI launched the second phase of our assessment process in the spring and summer of 2013 by reviewing national and local data and trends, and patient data when appropriate. CCHI also conducted focus groups and interviews with experts in the field who are familiar with our current programs. We asked these individuals to identify the needs of these populations, review our work to date and make recommendations to better serve these populations. The following report summarizes our findings and outlines our plans to improve upon our work in the coming years. Revere (2012 Assessment) Cate Blackford - Manager of Healthy Community Initiatives, City of Revere Kitty Bowman - Director, Revere CARES Coalition Nick Catinazzo - Revere Health Department Sylvia Chiang - Manager, Revere on the Move/Revere CARES Coalition Joan Cho-Sik - CRW Elder Services Jim Cunningham - CRW Elder Services Carol Donovan - Revere Health Department Lillian Guido - Revere Public Schools Fernando Gonzalez - Resident Rev. Nick Granitsas - First Congregational Church Carol Haney - Revere Beautification Committee Kim Hanton - Director of Diversionary Addiction Services, North Suffolk Mental Health Association Paul Hyman - CHA Revere Family Health Center Debbie Jacobson - Administrative Director, MGH Revere HealthCare Center Gary Langis - City of Revere/MassCALL2 Opioid Overdose Prevention Judy Lawler - Chelsea District Court Bernice Macintyre - MGH Revere HealthCare Center Eileen Manning - Director, MGH Community Health Associates Ira Novoselsky - City Council (Ward 2) Lanre Olusekun - Resident Roger Pasinski, M.D. - Medical Director, MGH Revere HealthCare Center Jocelyn Perez - Bicentennial Scholar Kourou Pich - HarborCOV Jay Picariello - Revere Fire Department Robert Repucci - CAPIC George Reuter - The Neighborhood Developers Daniel Rizzo - Mayor Linda Rohrer - Career Source Adrienne Sacco-Maguire - Revere Parks & Recreation Dept./Youth Center Catherine Sugarman - Assistant Director, Revere CARES Coalition Ming Sun - MGH Community Health Associates Carole Smith - Happy Day Pre-School Joanne Stone-Libon - CAPIC Head Start Elizabeth Tanefis - Health Resources in Action Carol Tye - Revere Public Schools, School Committee Michael Vatalaro - Rep. Robert DeLeo's Office Chelsea (2012 Assessment) Jay Ash - City Manager, City of Chelsea Molly Baldwin - Executive Director, Roca, Inc. Barry Berman - Executive Director, Chelsea Jewish Nursing Home Dana Betts - Director of Programming, Roca, Inc. Roseann Bongiovanni - Co-Director, Chelsea Collaborative/Greenspace Mary Bourque - Superintendent, Chelsea Public Schools Rosemarie Carlisle - Chelsea School Committee Sue Clark - Director, Choice Thru Education Corinna Culler - BU/Chelsea Dental Program Clifford Cunningham - Chelsea City Council Jim Cunningham - Chelsea Revere Winthrop Home Care Al Ewing - Chelsea Housing Authority Jovanna Garcia Soto - Chelsea Colloborative/Greenspace Fr. Edgar Gutierrez-Duarte - St. Luke's Church and the Chelsea Food Bank Amy Harris - Director, Chelsea ASAP Kim Hanton - Director of Diversionary Addiction Services, North Suffolk Mental Health Assoc. Ann Houston - Director, The Neighborhood Developers Brian Kyes - Chief, Chelsea Police Department Catherine Maas - Chelsea Board of Health Genie Meca - Chelsea Community Connections Jeannette McWilliams - Administrative Director, MGH Chelsea Chris Miller - Chelsea Board of Health MaryAnne Miller - Dean, Bunker Hill Community College Chelsea Campus Paul Nowicki - Chelsea Housing Authority Sarah Oo - Director, MGH Chelsea Community Health Captain Scott Peabody - Salvation Army Lynn Peters - HarborCOV Michelle Perez - Boys & Girls Club Kourou Ptch - HarborCOV Luis Prado - Director, Chelsea Health and Human Services Department Robert Repucci - Executive Director, CAPIC Leo Robinson - Chelsea City Council Linda Alioto Robinson - Director, Chelsea Reach Program Angie Rodriquez - Roca, Inc. Madeleine Scammell - Chelsea Board of Health Gladys Vega - Director, Chelsea Collaborative/Greenspace Juan Vega - Executive Director, Centro Latino Dean Xerras, MD - Medical Director, MGH Chelsea, Chelsea Board of Health Charlestown (2012 Assessment) Rebecca Kaiser - Director of Government and Community Relations, Spaulding Rehabilitation Hosp. Sherri Adams - Boston Housing Authority Management Office Jean Bernhardt - Administrative Director, MGH Charlestown Healthcare Center Peggy Bradley - Charlestown Neighborhood Council/Resident Wilma Burgos - Boston Housing Authority Pam Campbell - Warren Prescott School/Resident Peggy Carolan - Charlestown Recovery House Al Carrier - Charlestown Little League/Resident Michael Charbonnier - Charlestown Against Drugs/Neighborhood Council /Boston Police/Resident Tom Cunha - Chairman, Charlestown Neighborhood Council/Resident Michelle Davis - Principal Warren Prescott School/Boston Public School Elaine Donovan - Charlestown Substance Abuse Coalition/Resident Ann-Marie Duffy-Keane - MGH Community Health Associates Danielle Valle Fitzgerald - City of Boston - Mayor's Office/Resident Jason Gallagher - Principal Harvard Kent Elementary/Boston Public School/Resident Sean Getchell - Rep. O'Flaherty's office/Resident Beverly Gibbons - City of Boston/Elder Affairs/Resident Diane Grant - Charlestown Chamber of Commerce/Resident Nea Hoyt - Warren Prescott School/Charlestown Boys & Girls Club/ Resident Deborah Hughes - Special Townies Organization/Resident Leigh Hurd - President, Charlestown Mothers Association/Resident Greg Jackson - Executive Director, Charlestown Boys and Girls Club Jack Kelly - Charlestown Substance Abuse Coalition/Resident Terry Kennedy - Executive Director, John F. Kennedy Family Center, Inc./Resident Rosemary Kverek - Harvard Kent Elementary School/Resident Rebecca Love - President, Charlestown Mothers Association/Resident Doug MacDonald - Warren Prescott School/Resident Virginia Mansfield - Charlestown Community Center/Resident Kelly Pellagrini - Charlestown Nursery/Charlestown Sports Collaborative/Resident Father James Ronan - St. Mary/St. Catherine Parish/Resident Beth Rosenshein - Director, Charlestown Substance Abuse Coalition/ Resident Mark Rosenshein - Charlestown Neighborhood Council/Resident Danny Ryan - Neighborhood Rep. Congressman Capuano/CSAC Coalition/ Resident Karen Scales - Special Townies Organization/Resident Jim Travers - President, Charlestown Recovery House/Resident Dave Whelan - Charlestown Neighborhood Council/Resident Special Population Assessment (2013) Barry Bock, RN - Director of Clinical Operations, Boston Health Care for the Homeless Program Monica Bharel, MD - Chief Medical Offi
Names of other hospital facilities with which CHNA was conducted Part V, Section B - Line 4 The General Hospital Corporation: Spaulding Rehabilitation Hospital Corporation - in the neighborhood of Charlestown. North Shore Medical Center, Inc.: North Shore Medical Center (NSMC), the largest comprehensive healthcare provider on the North Shore shares its campus with Shaughnessy - Kaplan Rehabilitation Hospital. Both hospitals are part of Partners HealthCare Inc - an integrated health care system. Given the history NSMC has in identifying the needs of community residents, rather than conducting separate/duplicative assessments, the two institutions partnered in a NSMC-driven assessment process. Newton-Wellesley Hospital: Beth Israel Deaconess Hospital-Needham St. Elizabeth's Medical Center Spaulding Rehabilitation Hospital Corporation: By partnering with The General Hospital Corporation (MGH) in the Charlestown community, Spaulding was able to build on the long legacy of community health work underway in the community. The opening of Spaulding in the historic Charlestown Navy Yard in the spring of 2013, broadened the health care resources in the neighborhood and provided a platform to expand the existing work underway. MGH and Spaulding recognize that access to high-quality health care is necessary, but by no means sufficient, to improving health status. The MGH Center for Community Health Improvement (CCHI) conducted its first community health needs assessments (CHNA) in 1995 in Revere, Chelsea and Charlestown, where MGH has had health centers for more than 40 years, and has done so periodically over the past 17 years. Shaughnessy-Kaplan Rehabilitation Hospital: Shaughnessy-Kaplan Rehabilitation Hospital shares its campus with North Shore Medical Center (NSMC), the largest comprehensive healthcare provider on the North Shore. Rehabilitation Hospital of the Cape and Islands Corporation: Rehabilitation Hospital of the Cape and Islands Corporation reached out to Cape Cod Health Care, the primary comprehensive health care provider on Cape Cod in 2013. Cape Cod Health Care has published their CHNA that helps Spaulding Cape Cod understand the needs of our geographic community. Rather than duplicate efforts with limited resources and expertise, with approval from Cape Cod Health Care, Spaulding Cape Cod supports the findings of Cape Cod Health Care as outlined in their CHNA report and is actively engaged with Cape Cod Health Care in the planning and implementation of all future community health assessments. The report can be found on the Cape Cod Health Care website. http://www.capecodhealth.org/app/files/public/198/Community-Health-Needs-A ssessment.pdf Spaulding Hospital - Cambridge: Spaulding Hospital - Cambridge reached out to the Cambridge Department of Public Health in 2013. The health department has a long history of assessing community health needs and is well on its way to achieving national accreditation. At this time, the department has just completed its most recent assessment. Rather than duplicate efforts with limited resources and expertise, and with approval from the Cambridge Department of Public Health, Spaulding Cambridge relies on this current report to further inform our existing community health efforts and is actively engaged with the health department in the planning and implementation of all future community health assessments.
Other methods used to make CHNA widely available Part V, Section B - Line 5 CHNA websites: http://www.massgeneral.org/cchi/assets/CCHI-2012-AssessReport_FINAL-Draft- With-AppendixSL.pdf http://www.brighamandwomens.org/About_BWH/communityprograms/our-programs/C HNA-9-30-2013.pdf http://nsmc.partners.org/cmsLibrary/nsmc/pdf/HRiA_Community_Health_Assessm ent.pdf http://www.nwh.org/your-community-hospital/about-newton-wellesley/communit y-health-assessment/ http://www.brighamandwomensfaulkner.org/about-us/general-information/commu nity-health-and-wellness/documents/2013-BWFH-CHNA-Report-and-Plan_011014.p df http://mclean.harvard.edu/pdf/news/McLean-2012-2013-Community-Health-Needs -Assessment.pdf http://spauldingrehab.org/assets/spaulding_pdfs/The%20Spaulding%20Rehabili tation%20Hospital%20Network%20_Community%20Commitment%202013.pdf https://www.partners.org/Assets/Documents/Community/AG-Reports/NCH.pdf http://mvhospital.com/wp-content/uploads/2014/01/2013-2014-Health-Needs-As sessment.pdf North Shore Medical Center, Inc. - Salem and Lynn facilities and Shaughnessy Kaplan Rehabilitation Hospital: The CHNA was also distributed to those who participated in the process and to community partners. Rehabilitation Hospital of the Cape and Islands Corporation: http://www.capecodhealth.org/app/files/public/198/Community-Health-Needs-A ssessment.pdf Spaulding Hospital - Cambridge: City of Cambridge Health Department website. http://www.cambridgepublichealth.org/news/article.php?id=149
Were all identified needs met? Part V, Section B - Line 7 The General Hospital Corporation: Since the community health needs assessment not only focused on disease indicators but also social issues and the social determinants of health, communities identified many health issues. For example each of our geographic communities identified at least 10 health concerns ranging from Substance Use Disorders to housing. Through dialogue with communities and assessment committees these health concerns were prioritized and narrowed down to between 1 - 4 issues. These are the issues as a hospital and as communities that are now being addressed with a new focus and commitment. Issues such as housing, mental health, the environment as it relates to air quality and asthma, and teen pregnancy are among the issues that were not prioritized and that will not directly be addressed at this time because: other groups and organizations are working on them; and/or the community is not ready to address them; and/or resources are limited and dedicated to the top priorities that emerged. However, efforts are being made by each community to select strategies that may impact these other issues and in many cases programs are already in place to address these issues within our hospital and health center. (ex. Hospital Asthma Initiatives, Home Visiting Programs, Cancer Navigation, etc.) Our special population assessment confirmed that as the health care system changes to deliver quality care more affordably, it is vital that we pro-actively address the needs of our high-risk, vulnerable patients, specifically the homeless, refugees and seniors. Programs must continue to be responsive to their cultural, linguistic, social and economic needs in order to give them the best quality care, improve outcomes and manage costs. Common themes among each of these populations include the need for: identification, navigation, outreach and closer management, all within a culturally sensitive context. Recommendations from this assessment are actively being worked on. Additionally, this assessment reaffirmed our mission to address a key social determinant of health: educational attainment. Last year we engaged more than 600 youth in grades three through college, in opportunities related to science, technology, engineering and math (STEM), as a pathway out of poverty. MGH is committed to continued growth and development of this program and will deepen engagement with school systems and partners as a result of this assessment. Newton-Wellesley Hospital: Financial security was a need identified. There was insufficient data to explain this need, so in the next assessment, more specific questions will address this issue. Spaulding Rehabilitation Hospital Corporation: Because of the number of geographic regions served by the Spaulding Rehabilitation Network (SRN) -Boston/Charlestown, North Shore, Cape Cod, and Cambridge - as well as the highly specialized role we fulfill as a provider, our commitment to the communities we serve has traditionally been guided by the needs of our patient population. We especially focus on those who are most vulnerable or face significant barriers to accessing care. Needs identified and addressed include: Improving Access through Interpreter Services Advocating for and Educating Individuals with Disabilities Educating the Community about Good Health Habits Improving health status through Community Education and Screenings Providing services to improve the health and fitness of community members Helping Frail Elders Remain in Their Homes Chronic Care Management In addition to the needs described above, the following work is ongoing to address the specific needs of each community. The flagship institution of the Spaulding Rehabilitation Network (SRN) is Spaulding Rehabilitation Hospital Corporation located in the neighborhood of Charlestown. In this neighborhood, Spaulding collaborates with Massachusetts General Hospital, which has a long history of community health work in Charlestown, to define and address the needs identified by the community, public health experts, and key stakeholders. By a significant margin Charlestown identified substance abuse and the effects it has on quality of life including perceptions of violence and public safety as their top issue. Charlestown decided to continue its substance abuse efforts in the neighborhood, however, added cancer prevention/healthy living, access to care with an emphasis on helping families with autistic youth, and educational opportunities for all residents. Looking at these issues collectively has moved the community towards developing a healthy community model. Issues such as housing, the environment as it relates to air quality and asthma, are among the issues that we will not directly address at this time because: other groups and organizations are working on them; and/or the community is not ready to address them; and/or resources are limited and dedicated to the top priorities that emerged. Shaughnessy Kaplan Rehabilitation Hospital: Partnering with NSMC in their Health Needs Assessment, the following key community health issues were identified: Substance use and abuse and Mental health Obesity and Chronic disease Teen pregnancy Barriers to accessing health care Because of the significant role NSMC plays in addressing these issues, Spaulding North Shore will continue to participate in the process and provide appropriate support towards addressing the needs identified. Some examples of this work include: Improve health status within the North Shore community through Community Education and Screenings Spaulding Hospital North Shore physicians, nurses, therapists, athletic trainers and other staff provided information and screenings through a variety of venues in north shore communities, including health and wellness fairs and activities held in partnership with community groups. Examples include: Health & Wellness Expo, North Shore Shopping Center (osteoporosis and fitness) Beverly Council on Aging Senior Day in the Park (balance screenings & education) Partnership with Union Hospital to offer community educational series, "Living with a Chronic Condition" Guest lecturers in health care careers at Lynn Vocational Technical High School Provide services to improve the health and fitness of North Shore community members Spaulding staff performed injury prevention screenings, first aid, massage and athletic training services at a number of community events. Examples include: First aid and massage at the Rockin' Mad 10K Challenge, 10K trail run with military obstacles in Lynn Injury screenings at the Ninth Annual "Triathlon by the Sea" sponsored by the Jewish Community Center of the North Shore in Marblehead Sports injury screenings at the Peabody, Marblehead and Salem YMCAs Rehabilitation Hospital of the Cape and Islands: Cape Cod Healthcare the primary comprehensive healthcare provider on Cape Cod published community health assessment that identified the following community health priorities: Support community-based activities to improve chronic and infectious disease management. Expand access to healthcare services to reduce health disparities and promote health equality. Support programs for outreach, education, navigation and intervention targeted at individuals and families facing mental health issues. Support community-based substance abuse prevention and intervention programs. Support programs that address senior health challenges. Support community-based programs that encourage positive health and lifestyle choices by youth and young adults. Currently, in support of these priorities, Spaulding Cape Cod promotes the health of the community through free, public service programs, examples of this work include: Educational programs, which often emphasize prevention and early detection Screenings Information about services to ensure access to appropriate care Given Spaulding's specific expertise and limited resources, addressing all of the priorities identified by the community health assessment is not feasible but in FY14/15 Spaulding Cape Cod will select one of the priority areas in which to deepen our commitment in collaboration with other organization(s). Spaulding Hospital - Cambridge, Inc.: The Cambridge Public Health Department's Health Assessment defined the following key priorities in their most recent report: Assist All Cambridge Residents, Workers, and Visitors to Live Healthy and Fulfilling Lives Strengthen the Focus on Healthy Living and Disease Prevention Enhance Efforts to Address Substance Abuse and Mental Health Issues Promote and Maintain Access to Quality Healthcare Engage All Sectors of the Cambridge Community in Efforts to Promote a Healthy Community Environment Given Spaulding's specific expertise and limited resources, addressing all of the priorities identified by the community health assessment is not feasible; however, many of the identified priorities align with the existing community commitments made by Spaulding-Cambridge. For
Financial assistance policy Part V, Section B, line 10: Spaulding Rehabilitation Hospital Corporation Shaughnessy-Kaplan Rehabilitation Hospital Spaulding Hospital - Cambridge, Inc. Free care patient status is determined with regard to the Partners HealthCare System, Inc. FAP which uses 133% of the FPG as the family income limit.
Measures to Publicize the Financial Assistance Policy in the Community Part V, Section B, line 14g Measures to Publicize the Financial Assistance Policy (FAP) within the Community: The General Hospital Corporation The Brigham and Women's Hospital, Inc. North Shore Medical Center, Inc. - Salem and Lynn Newton-Wellesley Hospital Brigham and Women's/Faulkner Hospital Nantucket Cottage Hospital Martha's Vineyard Hospital 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 Spaulding Rehabilitation Hospital Corporation Shaughnessy-Kaplan Rehabilitation Hospital Rehabilitation Hospital of the Cape and Islands Corporation Spaulding Hospital - Cambridge, Inc. Patients receive written notification upon admission that financial assistance is available. 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.
Charges to individulals eligible for assistance under FAP Part V, Section B, Line 20d The General Hospital Corporation The Brigham and Women's Hospital, Inc. North Shore Medical Center, Inc. - Salem and Lynn Newton-Wellesley Hospital Brigham and Women's/Faulkner Hospital The McLean Hospital Corporation Nantucket Cottage Hospital Martha's Vineyard Hospital Partners HealthCare System (PHS) FAP discount rates are based on the Payment on Account Factor (PAF) for all Commercial and Medicare plans for the prior fiscal year. The Amount Generally Billed (AGB) is determined by dividing total payments by total charges for all Commercial and Medicare plans in aggregate. The discount rate is equal to the inverse of the PAF such that applying the discount yields the AGB. Spaulding Rehabilitation Hospital Corporation Shaughnessy-Kaplan Rehabilitation Hospital Rehabilitation Hospital of the Cape and Islands Corporation Spaulding Hospital - Cambridge, Inc. A standard discount schedule is maintained for the purpose of calculating reduced fees on the basis of the patient's demonstrated financial need. In addition, for outpatient admissions where the patient is uninsured or insurance coverage does not apply, the rate discounts are determined based on a blend of reimbursements from commercial payers and Medicare. Partners HealthCare System, Inc. and Affiliates is monitoring the developing IRS guidance and will make any appropriate modifications upon the issuance of final regulations.
Needs Assessment Part VI, Line 2 Partners HealthCare is committed to working with community residents and organizations to make significant, measurable and sustainable progress towards improving the health and well-being of low income, vulnerable people and populations in the communities served. 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 - Partners Hospitals (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 hospitals included in the Partners Health Care System have governing bodies that 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, North Shore Medical Center, 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. 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 (except the four rehabilitation facilities listed in Part V, Section A) 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) 2012
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
2012
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. Part II can be duplicated if additional space is needed.
(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) The Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-1564655 501(c)(3) 232,321,722       To support 501(c)(3) tax-exempt parent
(2) Newton-Wellesley Hospital
2014 Washington Street
Newton,MA02462 		04-2103611 501(c)(3) 14,500,000       Patient care
(3) Nantucket Cottage Hospital
57 Prospect Street
Nantucket,MA02554 		04-2103823 501(c)(3) 8,804,761       Patient care
(4) The Brigham and Women's Hospital Inc
75 Francis Street
Boston,MA02115 		04-2312909 501(c)(3) 19,750,700       Patient care
(5) The Spaulding Rehabilitation Hospital Corp
300 First Avenue
Charlestown,MA02129 		04-2551124 501(c)(3) 49,134,746       Patient care
(6) The General Hospital Corporation
55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 9,683,643       Patient care
(7) Brigham and Women's Faulkner Hospital Inc
1153 Centre Street
Boston,MA02130 		04-2768256 501(c)(3) 6,509,795       Patient care
(8) Massachusetts General Physicians Organiz
55 Fruit Street
Boston,MA02114 		04-2807148 501(c)(3) 2,885,718       Patient care
(9) Partners Home Care Inc
281 Winter Street
Waltham,MA02451 		04-2918280 501(c)(3) 390,988       Patient care
(10) Brigham and Women's Health Care Inc
75 Francis Street
Boston,MA02115 		04-2921338 501(c)(3) 137,961,371       To support 501(c)(3) tax-exempt parent
(11) Shaughnessy-Kaplan Rehabilitation Hospital
Dove Avenue
Salem,MA01970 		04-3067082 501(c)(3) 5,657,044       Patient care
(12) North Shore Physicians Group Inc
81 Highland Avenue
Salem,MA01970 		04-3080484 501(c)(3) 4,931,520       Patient care
(13) Partners HealthCare System Inc
800 Boylston Street
Boston,MA02199 		04-3230035 501(c)(3) 288,283,050       To develop an integ. health care system
(14) North Shore Medical Center Inc
81 Highland Avenue
Salem,MA01970 		04-3399616 501(c)(3) 13,743,753       Patient care
(15) WNR Inc
1 Linton Lane
Oak Bluffs,MA02557 		04-3419920 501(c)(3) 2,200,000       Patient care
(16) Brigham and Women's Physicians Organization Inc
75 Francis Street
Boston,MA02115 		04-3466314 501(c)(3) 2,473,355       Patient care
(17) McLean HealthCare Inc
115 Mill Street
Belmont,MA02478 		20-4572876 501(c)(3) 2,714,735       Patient care
(18) FRC Inc
101 Merrimac Street
Boston,MA02114 		22-2632121 501(c)(3) 2,310,006       Patient care
(19) Partners Continuing Care Inc
800 Boylston Street
Boston,MA02199 		26-0003495 501(c)(3) 33,724,558       To support 501(c)(3) tax-exempt parent
(20) Spaulding Hospital - Cambridge Inc
1575 Cambridge Street
Cambridge,MA02138 		27-0273715 501(c)(3) 5,860,314       Patient care
(21) E Inc (An Environment Science Learning
114 16th St
Boston,MA021294404 		02-0580037 501(c)(3) 7,000       Community Benefit Program
(22) Greater Boston Chamber of Commerce
265 Franklin S 12 th Fl
Boston,MA02110 		04-1103090 501(c)(3) 10,000       Community Benefit Program
(23) The Massachusetts General Hospital
205 Portland St
Boston,MA02114 		04-1564655 501(c)(3) 10,000       Community Benefit Program
(24) Newton-Needham Chamber of Commerce
199 Wells Ave
Newton,MA024593325 		04-1670500 501(c)(3) 7,400       Community Benefit Program
(25) Waltham West Suburban Chamber of Commerce
84 South St
Waltham,MA024533537 		04-1944360 501(c)(3) 10,900       Community Benefit Program
(26) President and Fellows of Harvard College
1033 Massachusetts Ave
Cambridge,MA02138 		04-2103580 501(c)(3) 29,200       Community Benefit Program
(27) Mount Auburn Hospital
330 Mount Auburn St
Cambridge,MA02138 		04-2103606 501(c)(3) 10,404       Community Benefit Program
(28) Easter Seals Massachusetts Inc
484 Main St
Worcester,MA02111 		04-2103867 501(c)(3) 25,000       Community Benefit Program
(29) Boys & Girls Clubs of Boston Inc
50 Congress St
Boston,MA02109 		04-2103922 501(c)(3) 25,000       Community Benefit Program
(30) The Childrens Museum
308 Congress St
Boston,MA02210 		04-2103993 501(c)(3) 10,000       Community Benefit Program
(31) Girls Incorporated of Lynn
50 High St
Lynn,MA01902 		04-2104250 501(c)(3) 103,150       Community Benefit Program
(32) Young Men's Christian Association of Metro
2 Centennial Dr
Peabody,MA01960 		04-2105883 501(c)(3) 10,000       Community Benefit Program
(33) Big Sister Association of Greater Boston
161 Massachusetts Ave
Boston,MA02115 		04-2150651 501(c)(3) 11,500       Community Benefit Program
(34) Health Resources in Action Inc
95 Berkeley St
Boston,MA02116 		04-2229839 501(c)(3) 24,850       Community Benefit Program
(35) Dana-Farber Cancer Institute Inc
450 Brookline Ave
Boston,MA02215 		04-2263040 501(c)(3) 60,789       Community Benefit Program
(36) Martha's Vineyard Community Services Inc
111 Edgartown Rd
Oak Bluffs,MA02557 		04-2301598 501(c)(3) 51,670       Community Benefit Program
(37) Action for Boston Community Development
178 Tremont St
Boston,MA02111 		04-2304133 501(c)(3) 55,500       Community Benefit Program
(38) United Way of Massachusetts Bay Inc
51 Sleeper St
Boston,MA02210 		04-2382233 501(c)(3) 10,000       Community Benefit Program
(39) Community Action Programs Inter-City CAPIC
100 Everett Avenue
Chelsea,MA02150 		04-2428915 501(c)(3) 10,000       Community Benefit Program
(40) Ecumenical Social Action Committee Inc
3313 Washington St
Jamaica Plain,MA02130 		04-2455301 501(c)(3) 8,250       Community Benefit Program
(41) Pine Street Inn Inc
444 Harrison Ave
Boston,MA02118 		04-2516093 501(c)(3) 200,000       Community Benefit Program
(42) Lynn Community Health Inc
269 Union St
Lynn,MA01901 		04-2525066 501(c)(3) 255,433       Community Benefit Program
(43) Catholic Charitable Bureau of the Archdioc
686 North Main St
Brockton,MA02301 		04-2534041 501(c)(3) 7,500       Community Benefit Program
(44) Mattapan Community Health Center Inc
1575 Blue Hill Avenue
Mattapan,MA02126 		04-2544151 501(c)(3) 130,000       Community Benefit Program
(45) Boston Center for Independent Living Inc
60 Temple Place
Boston,MA02111 		04-2546595 501(c)(3) 32,500       Community Benefit Program
(46) Greater Lynn Senior Services Inc
8 Silsbee St
Lynn,MA01901 		04-2581129 501(c)(3) 16,632       Community Benefit Program
(47) Mission Hill Health Movement Inc
1534 Tremont St
Roxbury,MA02120 		04-2581620 501(c)(3) 75,000       Community Benefit Program
(48) North Shore Community Health Inc
27 Congress St
Salem,MA01970 		04-2610447 501(c)(3) 715,000       Community Benefit Program
(49) Whittier Street Health Center Committee
1290 Tremont St
Roxbury,MA02120 		04-2619517 501(c)(3) 152,912       Community Benefit Program
(50) Healing Abuse Working for Change Inc HAWC
27 Congress St
Salem,MA019705523 		04-2655367 501(c)(3) 104,210       Community Benefit Program
(51) Boston Private Industry Council Inc
2 Oliver St
Boston,MA02109 		04-2676661 501(c)(3) 40,000       Community Benefit Program
(52) Sociedad Latina Inc
1530 Tremont St
Roxbury,MA02120 		04-2678255 501(c)(3) 52,700       Community Benefit Program
(53) Planned Parenthood League of Massachusetts
1055 Commonwealth Ave
Boston,MA02215 		04-2698497 501(c)(3) 6,000       Community Benefit Program
(54) Disability Law Center Inc
11 Beacon St
Boston,MA02108 		04-2741869 501(c)(3) 30,000       Community Benefit Program
(55) Little Sisters of the Assumption Family H
550 Dudley Street
Roxbury,MA02119 		04-2748880 501(c)(3) 68,899       Community Benefit Program
(56) Brain Injury Association of Massachusetts
30 Lyman St
Westborough,MA01581 		04-2753269 501(c)(3) 15,000       Community Benefit Program
(57) Kent Charlestown Community School Council
255 Medford St
Charlestown,MA02129 		04-2760660 501(c)(3) 10,000       Community Benefit Program
(58) Emerson Health Care Foundation Inc
Old Road to Nine Acre
Concord,MA01742 		04-2770980 501(c)(3) 10,000       Community Benefit Program
(59) Northeast Behavioral Health Corporation
131 Rantoul St
Beverly,MA019154240 		04-2777145 501(c)(3) 10,000       Community Benefit Program
(60) Institute for Human Centered Design Inc
200 Portland St
Boston,MA02114 		04-2785256 501(c)(3) 15,000       Community Benefit Program
(61) The Freelance Players Inc dba Urban Imp
8 St John St
Jamaica Plain,MA02130 		04-2786576 501(c)(3) 15,000       Community Benefit Program
(62) Massachusetts Commission for the Deaf and
600 Washington St
Boston,MA02110 		04-2934049 501(c)(3) 20,000       Community Benefit Program
(63) Charlestown Youth Hockey Association Inc
24 Eden St
Charlestown,MA02129 		04-3040076 501(c)(3) 7,000       Community Benefit Program
(64) Mission Hill Community School Council Inc
1481 Tremont St
Boston,MA02120 		04-3103865 501(c)(3) 34,200       Community Benefit Program
(65) The Umass Memorial Foundation Inc
333 South St
Shrewsbury,MA01545 		04-3108190 501(c)(3) 10,000       Community Benefit Program
(66) Boston Health Care for the Homeless Program
729 Massachusetts Avenue
Boston,MA02118 		04-3160480 501(c)(3) 500,000       Community Benefit Program
(67) Greater Boston Chapter National Spinal Cord
2 Rehabilitation Way
Woburn,MA01801 		04-3189607 501(c)(3) 10,000       Community Benefit Program
(68) Multi-Service Eating Disorders Association
288 Walnut St
Newton,MA02460 		04-3224394 501(c)(3) 15,000       Community Benefit Program
(69) The New England Patriots Charitable Found
One Patriot Place
Foxboro,MA02035 		04-3244069 501(c)(3) 10,000       Community Benefit Program
(70) Homestart Inc
105 Chauncy St
Boston,MA02111 		04-3311270 501(c)(3) 23,587       Community Benefit Program
(71) Boston Public Health Commission
1010 Massachusetts Ave
Boston,MA02118 		04-3316655 501(c)(3) 51,595       Community Benefit Program
(72) Friends of the Charlestown Library Ltd
179 Main St
Charlestown,MA02129 		04-3330182 501(c)(3) 7,500       Community Benefit Program
(73) Waltham Partnership for Youth Inc
510 Moody St
Waltham,MA02453 		04-3399437 501(c)(3) 15,000       Community Benefit Program
(74) Mission Hill Main Streets Inc
1534 Tremont St
Roxbury,MA02120 		04-3400164 501(c)(3) 15,000       Community Benefit Program
(75) Essex County Community Foundation Inc
175 Andover St
Danvers,MA01923 		04-3407816 501(c)(3) 103,536       Community Benefit Program
(76) MissionSafe A New Beginning Inc
PO Box 201060
Roxbury,MA02120 		04-3457195 501(c)(3) 24,200       Community Benefit Program
(77) MetroWest Community Healthcare Foundation
161 Worchester Rd
Framingham,MA01701 		04-3464279 501(c)(3) 29,803       Community Benefit Program
(78) Melanoma Foundation of New England Inc
111 Old Road to Nine Acre
Concord,MA01742 		04-3478266 501(c)(3) 10,000       Community Benefit Program
(79) Partners in Health a Nonprofit Corporation
888 Commonwealth Ave
Boston,MA02215 		04-3567502 501(c)(3) 50,000       Community Benefit Program
(80) Martha's Vineyard Boards of Health - Edgar
PO Box 5158
Edgartown,MA02539 		04-6001143 501(c)(1) 51,670       Community Benefit Program
(81) Martha's Vineyard Councils on Aging Collab
PO Box 1327
Oak Bluffs,MA02557 		04-6001255 501(c)(1) 51,670       Community Benefit Program
(82) Girls' Latin SchoolBoston Latin Academy A
205 Townsend St
Boston,MA02121 		04-6001380 501(c)(1) 8,200       Community Benefit Program
(83) City of Newton
1000 Commonwealth Ave
Newton,MA02459 		04-6001404 501(c)(1) 7,675       Community Benefit Program
(84) City of Revere
101 School St
Revere,MA02151 		04-6001412 501(c)(1) 60,000       Community Benefit Program
(85) Commonwealth of Massachusetts
600 Washington St
Boston,MA02110 		04-6002284 501(c)(1) 45,000       Community Benefit Program
(86) Revere Beach Partnership Inc
150 Beach St
Revere,MA02151 		05-0565298 501(c)(3) 17,500       Community Benefit Program
(87) American Cancer Society Inc
30 Speen St
Framingham,MA01701 		13-1788491 501(c)(3) 12,500       Community Benefit Program
(88) March Of Dimes Foundation
1275 Mamaroneck Ave
White Plains,NY10605 		13-1846366 501(c)(3) 7,000       Community Benefit Program
(89) Anti-Defamation League Foundation
40 Court St
Boston,MA02108 		13-2887439 501(c)(3) 10,000       Community Benefit Program
(90) The Breast Cancer Research Foundation Inc
60 East 56th St
New York,NY10022 		13-3727250 501(c)(3) 25,000       Community Benefit Program
(91) American Heart Association Inc
7272 Greenville Ave
Dallas,TX75231 		13-5613797 501(c)(3) 43,000       Community Benefit Program
(92) Vineyard Nursing Association Inc
455 State Rd
Vineyard Haven,MA02568 		22-2557839 501(c)(3) 51,670       Community Benefit Program
(93) Massachusetts Coalition for the Homeless
15 Bubier St
Lynn,MA019011704 		22-2599662 501(c)(3) 150,000       Community Benefit Program
(94) Partners for Youth With Disabilities Inc
95 Berkeley St
Boston,MA02116 		22-2627798 501(c)(3) 26,000       Community Benefit Program
(95) International OCD Foundation Inc
18 Tremont St
Boston,MA02108 		22-2894564 501(c)(3) 7,500       Community Benefit Program
(96) WalkBoston Inc
45 School St
Boston,MA02108 		22-3061699 501(c)(3) 66,705       Community Benefit Program
(97) ROCA Inc
101 Park St
Chelsea,MA02150 		22-3223641 501(c)(3) 42,500       Community Benefit Program
(98) Shade Foundation of America
4456 Floramar Ter
NewPort Richey,FL34652 		22-3879992 501(c)(3) 15,000       Community Benefit Program
(99) North End Community Health Committee
332 Hanover St
Boston,MA02113 		23-7089746 501(c)(3) 100,000       Community Benefit Program
(100) East Boston Neighborhood Health Center Corp
10 Gove Street
East Boston,MA02128 		23-7425849 501(c)(3) 1,400,000       Community Benefit Program
(101) Mission Hill Neighborhood Housing Services
1620 Tremont St
Boston,MA02120 		23-7428011 501(c)(3) 200,000       Community Benefit Program
(102) Health Career Connection Inc
300 Frank H Ogawa Plaza
Oakland,CA94612 		25-1904312 501(c)(3) 13,000       Community Benefit Program
(103) Learn to Cope Inc
PO Box 60
Raynham,MA02767 		26-0236431 501(c)(3) 18,750       Community Benefit Program
(104) Edward M Kennedy Academy Foundation Inc
360 Huntington Ave
Boston,MA02115 		27-2438940 501(c)(3) 50,000       Community Benefit Program
(105) Goodwill Headquarters Inc
1010 Harrison Ave
Boston,MA02119 		27-2523596 501(c)(3) 15,000       Community Benefit Program
(106) Boston Scholar Athlete Program Inc
65 Allerton Street
Boston,MA02119 		27-3987854 501(c)(3) 25,000       Community Benefit Program
(107) Citizens United for Research in Epilepsy
223 West Erie Suite 2SW
Chicago,IL60654 		36-4253176 501(c)(3) 10,000       Community Benefit Program
(108) Orthopedic Research and Education Found
6300 N River Rd
Rosemont,IL600184261 		36-6009467 501(c)(3) 31,000       Community Benefit Program
(109) Epilepsy Foundation of America
8301 Professional Pl
Landover,MD20785 		52-0856660 501(c)(3) 5,250       Community Benefit Program
(110) ResearchAmerica
1101 King St
Alexandria,VA223142960 		52-1609875 501(c)(3) 10,000       Community Benefit Program
(111) Camp Harbor View Foundation Inc
200 Clarendon St
Boston,MA02116 		75-3235491 501(c)(3) 25,000       Community Benefit Program
(112) Town of Winthrop - substance abuse
1 Metcalf Sq
Winthrop,MA02152 		501(c)(1) 71,429       Community Benefit Program
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
105
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
7
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
Use of Grants/Donations 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) 2012


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
2012
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 of 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 filing organization used 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
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 (E) amounts for that individual.
(A) Name and Title (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 MDSee Schedule O - O & T Titles (i)
(ii)		 450,000
0 		1,000
0 		67,767
0 		34,498
0 		15,853
0 		569,118
0 		 
 
(2)Cary W Akins MDSee Schedule O - O & T Titles (i)
(ii)		 337,325
0 		4,583
0 		26,751
0 		34,499
0 		20,639
0 		423,797
0 		 
 
(3)Richard Alexander MDSee Schedule O - O & T Titles (i)
(ii)		 199,016
0 		43,597
0 		16,955
0 		15,685
0 		28,528
0 		303,781
0 		 
 
(4)Joan M ArcherSee Schedule O - O & T Titles (i)
(ii)		 0
189,040 		0
22,737 		0
42,585 		0
31,063 		0
28,450 		0
313,875 		 
 
(5)Stanley W Ashley MDSee Schedule O - O & T Titles (i)
(ii)		 461,230
0 		76,294
0 		54,853
0 		34,498
0 		28,058
0 		654,933
0 		 
 
(6)W Gerald Austen MDSee Schedule O - O & T Titles (i)
(ii)		 403,680
0 		117,664
0 		437,302
0 		34,500
0 		23,261
0 		1,016,407
0 		 
 
(7)Maureen BanksSee Schedule O - O & T Titles (i)
(ii)		 0
375,330 		0
40,581 		0
52,233 		0
34,497 		0
23,379 		0
526,020 		 
 
(8)Robert L Barbieri MDSee Schedule O - O & T Titles (i)
(ii)		 418,022
0 		63,525
0 		-1,330
0 		34,499
0 		24,219
0 		538,935
0 		 
 
(9)Nesli Basgoz MDSee Schedule O - O & T Titles (i)
(ii)		 222,116
0 		4,167
0 		41,340
0 		34,501
0 		7,535
0 		309,659
0 		 
 
(10)Janis P Bellack PhD RNSee Schedule O - O & T Titles (i)
(ii)		 0
287,995 		0
0 		0
58,639 		0
34,497 		0
13,006 		0
394,137 		 
 
(11)Joan M Bengtson MDSee Schedule O - O & T Titles (i)
(ii)		 180,422
0 		19,378
0 		30,295
0 		29,990
0 		17,981
0 		278,066
0 		 
 
(12)Sally Mason BoemerSee Schedule O - O & T Titles (i)
(ii)		 0
501,264 		0
99,075 		0
53,493 		0
34,496 		0
31,155 		0
719,483 		 
 
(13)Joanne Borg-Stein MDSee Schedule O - O & T Titles (i)
(ii)		 250,973
0 		68,833
0 		16,464
0 		34,501
0 		42,328
0 		413,099
0 		 
 
(14)Elaine L BridgeSee Schedule O - O & T Titles (i)
(ii)		 0
305,371 		0
33,345 		0
65,552 		0
34,501 		0
29,009 		0
467,778 		 
 
(15)O'Neil A Britton MDSee Schedule O - O & T Titles (i)
(ii)		 444,829
0 		55,900
0 		42,518
0 		34,496
0 		34,815
0 		612,558
0 		 
 
(16)Roxanne C RuppelSee Schedule O - O & T Titles (i)
(ii)		 0
207,108 		0
21,808 		0
16,321 		0
30,345 		0
26,763 		0
302,345 		 
 
(17)Bruce A Chabner MDSee Schedule O - O & T Titles (i)
(ii)		 336,995
0 		4,216
0 		57,982
0 		34,497
0 		17,975
0 		451,665
0 		 
 
(18)Ennio A Chiocca MD PhDSee Schedule O - O & T Titles (i)
(ii)		 483,542
0 		401,000
0 		47,836
0 		33,110
0 		19,372
0 		984,860
0 		 
 
(19)Christopher M Coley MDSee Schedule O - O & T Titles (i)
(ii)		 286,467
0 		43,642
0 		29,637
0 		34,498
0 		18,069
0 		412,313
0 		 
 
(20)Jennifer CostainSee Schedule O - O & T Titles (i)
(ii)		 182,994
0 		17,880
0 		-6,738
0 		7,552
0 		27,449
0 		229,137
0 		 
 
(21)Henry A D'Angelo MDSee Schedule O - O & T Titles (i)
(ii)		 306,628
0 		16,895
0 		-3,309
0 		8,163
0 		27,978
0 		356,355
0 		 
 
(22)Ernesto DaSilva MDSee Schedule O - O & T Titles (i)
(ii)		 208,890
0 		43,397
0 		7,862
0 		12,887
0 		28,669
0 		301,705
0 		 
 
(23)Susan DempseySee Schedule O - O & T Titles (i)
(ii)		 206,896
0 		39,000
0 		20,669
0 		34,502
0 		24,996
0 		326,063
0 		 
 
(24)Terence P Doorly MDSee Schedule O - O & T Titles (i)
(ii)		 400,500
0 		277,428
0 		20,741
0 		15,298
0 		28,978
0 		742,945
0 		 
 
(25)Margaret M Duggan MDSee Schedule O - O & T Titles (i)
(ii)		 213,000
0 		107,503
0 		14,324
0 		31,728
0 		21,060
0 		387,615
0 		 
 
(26)Carlos Fernandez-del CastilloSee Schedule O - O & T Titles (i)
(ii)		 506,995
0 		21,800
0 		130,024
0 		34,495
0 		21,863
0 		715,177
0 		 
 
(27)Karen M Flaherty RNSee Schedule O - O & T Titles (i)
(ii)		 167,822
0 		10,546
0 		13,417
0 		20,013
0 		24,896
0 		236,694
0 		 
 
(28)Lawrence S Friedman MDSee Schedule O - O & T Titles (i)
(ii)		 334,194
0 		0
0 		28,312
0 		14,196
0 		29,169
0 		405,871
0 		 
 
(29)Joseph P Frolkis MD PhDSee Schedule O - O & T Titles (i)
(ii)		 370,685
0 		1,395
0 		18,589
0 		34,499
0 		18,611
0 		443,779
0 		 
 
(30)Thomas P Glynn PhDSee Schedule O - O & T Titles (i)
(ii)		 0
0 		0
0 		0
762,654 		0
0 		0
0 		0
762,654 		 
 
(31)Jeffrey A Golden MDSee Schedule O - O & T Titles (i)
(ii)		 553,333
0 		120,000
0 		166,828
0 		34,495
0 		30,353
0 		905,009
0 		 
 
(32)Peter T Greenspan MDSee Schedule O - O & T Titles (i)
(ii)		 311,821
0 		13,566
0 		33,290
0 		34,501
0 		18,078
0 		411,256
0 		 
 
(33)Daniel J GrossSee Schedule O - O & T Titles (i)
(ii)		 0
287,554 		0
82,281 		0
42,868 		0
34,498 		0
32,455 		0
479,656 		 
 
(34)Michael L Gustafson MDSee Schedule O - O & T Titles (i)
(ii)		 393,510
0 		61,047
0 		42,003
0 		34,499
0 		14,117
0 		545,176
0 		 
 
(35)Gerard F HadleySee Schedule O - O & T Titles (i)
(ii)		 0
147,825 		0
17,000 		0
7,868 		0
14,147 		0
27,322 		0
214,162 		 
 
(36)Robert Handin MDSee Schedule O - O & T Titles (i)
(ii)		 251,738
0 		7,366
0 		5,204
0 		34,499
0 		15,606
0 		314,413
0 		 
 
(37)Jay R Harris MDSee Schedule O - O & T Titles (i)
(ii)		 545,843
0 		91,522
0 		47,742
0 		31,857
0 		1,998
0 		718,962
0 		 
 
(38)Brent L Henry EsqSee Schedule O - O & T Titles (i)
(ii)		 0
591,052 		0
61,000 		0
290,308 		0
34,497 		0
16,608 		0
993,465 		 
 
(39)Mairead Hickey PhD RNSee Schedule O - O & T Titles (i)
(ii)		 589,722
0 		91,295
0 		2,121,967
0 		34,499
0 		35,646
0 		2,873,129
0 		241,810
 
(40)Alan Anthony JamesSee Schedule O - O & T Titles (i)
(ii)		 184,809
0 		45,855
0 		22,103
0 		23,450
0 		775
0 		276,992
0 		 
 
(41)Michael S Jellinek MDSee Schedule O - O & T Titles (i)
(ii)		 0
863,746 		0
86,750 		0
323,106 		0
34,496 		0
39,618 		0
1,347,716 		 
 
(42)Mark D Johnson MD PhDSee Schedule O - O & T Titles (i)
(ii)		 342,167
0 		213,364
0 		13,256
0 		33,147
0 		18,082
0 		620,016
0 		 
 
(43)Patrick F Jordan IIISee Schedule O - O & T Titles (i)
(ii)		 0
384,529 		0
45,000 		0
32,124 		0
34,501 		0
37,984 		0
534,138 		 
 
(44)Leonard B Kaban DMD MDSee Schedule O - O & T Titles (i)
(ii)		 398,250
0 		113,827
0 		70,746
0 		34,497
0 		21,442
0 		638,762
0 		 
 
(45)Steven E KapfhammerSee Schedule O - O & T Titles (i)
(ii)		 248,943
0 		25,183
0 		44,112
0 		12,843
0 		12,676
0 		343,757
0 		 
 
(46)Pardon R Kenney MDSee Schedule O - O & T Titles (i)
(ii)		 438,384
0 		14,801
0 		14,784
0 		31,726
0 		18,161
0 		517,856
0 		 
 
(47)Barrett Kitch MDSee Schedule O - O & T Titles (i)
(ii)		 273,000
0 		23,518
0 		36,936
0 		16,043
0 		3,680
0 		353,177
0 		 
 
(48)Thomas S Kupper MDSee Schedule O - O & T Titles (i)
(ii)		 482,353
0 		62,625
0 		-1,928
0 		34,498
0 		17,993
0 		595,541
0 		 
 
(49)Pamela L LawrenceSee Schedule O - O & T Titles (i)
(ii)		 0
247,332 		0
26,610 		0
26,330 		0
34,498 		0
27,248 		0
362,018 		 
 
(50)John A Lewis MDSee Schedule O - O & T Titles (i)
(ii)		 329,280
0 		51,774
0 		12,759
0 		34,499
0 		16,801
0 		445,113
0 		 
 
(51)Jay Loeffler MDSee Schedule O - O & T Titles (i)
(ii)		 595,245
0 		151,230
0 		102,794
0 		34,495
0 		794
0 		884,558
0 		 
 
(52)Joseph Loscalzo MD PhDSee Schedule O - O & T Titles (i)
(ii)		 561,181
0 		68,778
0 		-2,983
0 		34,499
0 		27,299
0 		688,774
0 		 
 
(53)Everett T Lyn MDSee Schedule O - O & T Titles (i)
(ii)		 401,148
0 		45,318
0 		37,770
0 		34,499
0 		16,870
0 		535,605
0 		 
 
(54)Andrew MaddenSee Schedule O - O & T Titles (i)
(ii)		 143,591
0 		10,750
0 		5,197
0 		16,492
0 		28,467
0 		204,497
0 		 
 
(55)Peter K MarkellSee Schedule O - O & T Titles (i)
(ii)		 0
1,185,072 		0
120,000 		0
2,221,563 		0
334,497 		0
26,182 		0
3,887,314 		 
1,500,000
(56)Peter Mauch MDSee Schedule O - O & T Titles (i)
(ii)		 444,990
0 		62,536
0 		718
0 		32,195
0 		18,887
0 		559,326
0 		 
 
(57)Vincent T McDermottSee Schedule O - O & T Titles (i)
(ii)		 0
209,036 		0
22,000 		0
64,421 		0
22,292 		0
27,014 		0
344,763 		 
 
(58)Maury E McGough MDSee Schedule O - O & T Titles (i)
(ii)		 0
445,573 		0
74,813 		0
33,658 		0
42,636 		0
31,526 		0
628,206 		 
 
(59)Joseph J Miaskiewicz MDSee Schedule O - O & T Titles (i)
(ii)		 265,170
0 		24,821
0 		-6,351
0 		7,800
0 		29,669
0 		321,109
0 		 
 
(60)Laura Miller MDSee Schedule O - O & T Titles (i)
(ii)		 254,081
0 		11,700
0 		-1,252
0 		34,500
0 		15,707
0 		314,736
0 		 
 
(61)Elizabeth Mort MD MPHSee Schedule O - O & T Titles (i)
(ii)		 416,650
0 		93,033
0 		89,628
0 		34,501
0 		18,316
0 		652,128
0 		 
 
(62)Cynthia Morton PhDSee Schedule O - O & T Titles (i)
(ii)		 272,558
0 		4,113
0 		8,625
0 		34,501
0 		25,891
0 		345,688
0 		 
 
(63)Elizabeth G Nabel MDSee Schedule O - O & T Titles (i)
(ii)		 0
1,168,649 		0
120,000 		0
83,949 		0
983,655 		0
31,775 		0
2,388,028 		 
 
(64)Andrea Ng MDSee Schedule O - O & T Titles (i)
(ii)		 334,374
0 		82,533
0 		-5,621
0 		31,728
0 		20,805
0 		463,819
0 		 
 
(65)Robert G NortonSee Schedule O - O & T Titles (i)
(ii)		 0
670,794 		0
71,000 		0
1,212,229 		0
34,496 		0
29,354 		0
2,017,873 		 
1,140,204
(66)Gregory J PaulySee Schedule O - O & T Titles (i)
(ii)		 389,000
0 		82,560
0 		40,987
0 		28,806
0 		18,791
0 		560,144
0 		 
 
(67)Diane R Pearl MDSee Schedule O - O & T Titles (i)
(ii)		 232,000
0 		64,050
0 		1,816
0 		34,499
0 		19,699
0 		352,064
0 		 
 
(68)Pieter Pil MDSee Schedule O - O & T Titles (i)
(ii)		 404,698
0 		53,713
0 		13,077
0 		10,000
0 		9,807
0 		491,295
0 		 
 
(69)Ann L PrestipinoSee Schedule O - O & T Titles (i)
(ii)		 389,250
0 		87,552
0 		88,195
0 		38,806
0 		7,773
0 		611,576
0 		 
 
(70)Abrar A Qureshi MD MPHSee Schedule O - O & T Titles (i)
(ii)		 313,992
0 		72,886
0 		24,342
0 		34,498
0 		15,756
0 		461,474
0 		 
 
(71)Scott L Rauch MDSee Schedule O - O & T Titles (i)
(ii)		 0
464,530 		0
50,000 		0
59,947 		0
34,498 		0
29,654 		0
638,629 		 
 
(72)Mitchell S Rein MDSee Schedule O - O & T Titles (i)
(ii)		 445,875
0 		44,429
0 		70,705
0 		34,499
0 		21,044
0 		616,552
0 		 
 
(73)Michael L ReneySee Schedule O - O & T Titles (i)
(ii)		 0
408,636 		0
65,025 		0
54,234 		0
34,496 		0
16,230 		0
578,621 		 
 
(74)David J Roberts MDSee Schedule O - O & T Titles (i)
(ii)		 228,383
0 		24,416
0 		13,045
0 		3,902
0 		27,118
0 		296,864
0 		 
 
(75)Allan H Ropper MDSee Schedule O - O & T Titles (i)
(ii)		 382,932
0 		5,341
0 		35,543
0 		34,498
0 		18,632
0 		476,946
0 		 
 
(76)Jerrold F Rosenbaum MDSee Schedule O - O & T Titles (i)
(ii)		 363,522
0 		96,707
0 		50,036
0 		34,497
0 		18,235
0 		562,997
0 		 
 
(77)Marc S Rubin MDSee Schedule O - O & T Titles (i)
(ii)		 404,210
0 		47,603
0 		31,674
0 		12,798
0 		15,991
0 		512,276
0 		 
 
(78)Martin A Samuels MDSee Schedule O - O & T Titles (i)
(ii)		 435,514
0 		48,966
0 		40,198
0 		34,498
0 		17,987
0 		577,163
0 		 
 
(79)Mark A Schechter MDSee Schedule O - O & T Titles (i)
(ii)		 258,181
0 		44,311
0 		17,051
0 		13,853
0 		29,363
0 		362,759
0 		 
 
(80)Isaac Schiff MDSee Schedule O - O & T Titles (i)
(ii)		 282,608
0 		111,212
0 		25,232
0 		34,504
0 		18,146
0 		471,702
0 		 
 
(81)Frederick J Schoen MDSee Schedule O - O & T Titles (i)
(ii)		 366,089
0 		3,802
0 		21,730
0 		34,500
0 		22,578
0 		448,699
0 		 
 
(82)Lee H Schwamm MDSee Schedule O - O & T Titles (i)
(ii)		 377,727
0 		14,010
0 		33,997
0 		34,498
0 		8,756
0 		468,988
0 		 
 
(83)Steven E Seltzer MDSee Schedule O - O & T Titles (i)
(ii)		 412,085
0 		68,985
0 		8,513
0 		34,752
0 		20,129
0 		544,464
0 		 
 
(84)Stanton K Shernan MDSee Schedule O - O & T Titles (i)
(ii)		 298,630
0 		229,413
0 		16,457
0 		37,503
0 		21,222
0 		603,225
0 		 
 
(85)David Silbersweig MDSee Schedule O - O & T Titles (i)
(ii)		 461,543
0 		47,425
0 		49,036
0 		34,499
0 		17,978
0 		610,481
0 		 
 
(86)Aneesh B Singhal MDSee Schedule O - O & T Titles (i)
(ii)		 271,933
0 		87,871
0 		54,887
0 		34,729
0 		17,728
0 		467,148
0 		 
 
(87)J Jack Skowronski MDSee Schedule O - O & T Titles (i)
(ii)		 236,793
0 		24,889
0 		5,985
0 		14,430
0 		29,000
0 		311,097
0 		 
 
(88)Peter L Slavin MD MBASee Schedule O - O & T Titles (i)
(ii)		 0
1,318,831 		0
135,000 		0
374,273 		0
309,895 		0
33,464 		0
2,171,463 		 
 
(89)Allen L Smith MD MSSee Schedule O - O & T Titles (i)
(ii)		 487,550
0 		51,000
0 		38,328
0 		34,495
0 		16,041
0 		627,414
0 		 
 
(90)John W Stakes III MDSee Schedule O - O & T Titles (i)
(ii)		 194,980
0 		67,662
0 		42,419
0 		34,500
0 		20,116
0 		359,677
0 		 
 
(91)David JR Steele MDSee Schedule O - O & T Titles (i)
(ii)		 374,308
0 		16,526
0 		43,101
0 		34,498
0 		17,890
0 		486,323
0 		 
 
(92)David E StortoSee Schedule O - O & T Titles (i)
(ii)		 0
512,785 		0
51,000 		0
22,665 		0
132,210 		0
30,454 		0
749,114 		 
 
(93)David J Sugarbaker MDSee Schedule O - O & T Titles (i)
(ii)		 579,588
0 		563,666
0 		227,289
0 		31,753
0 		18,679
0 		1,420,975
0 		 
 
(94)Khalid Syed MDSee Schedule O - O & T Titles (i)
(ii)		 280,626
0 		52,635
0 		42,560
0 		16,291
0 		31,942
0 		424,054
0 		 
 
(95)Elizabeth S TaylorSee Schedule O - O & T Titles (i)
(ii)		 0
140,009 		0
14,250 		0
18,801 		0
14,131 		0
11,510 		0
198,701 		 
 
(96)Clare M Tempany MDSee Schedule O - O & T Titles (i)
(ii)		 372,695
0 		70,292
0 		8,416
0 		34,935
0 		17,868
0 		504,206
0 		 
 
(97)Thomas S Thornhill MDSee Schedule O - O & T Titles (i)
(ii)		 636,312
0 		71,015
0 		6,966
0 		33,122
0 		20,414
0 		767,829
0 		 
 
(98)David F Torchiana MDSee Schedule O - O & T Titles (i)
(ii)		 957,902
0 		121,400
0 		81,945
0 		365,388
0 		27,327
0 		1,553,962
0 		 
 
(99)Charles A Vacanti MDSee Schedule O - O & T Titles (i)
(ii)		 581,015
0 		57,812
0 		2,253
0 		36,001
0 		20,372
0 		697,453
0 		 
 
(100)Ron M Walls MDSee Schedule O - O & T Titles (i)
(ii)		 556,627
0 		62,712
0 		36,431
0 		34,497
0 		18,077
0 		708,344
0 		 
 
(101)Timothy J WalshSee Schedule O - O & T Titles (i)
(ii)		 372,052
0 		44,309
0 		28,182
0 		28,845
0 		32,361
0 		505,749
0 		 
 
(102)Andrew L Warshaw MDSee Schedule O - O & T Titles (i)
(ii)		 437,308
0 		83,400
0 		431,890
0 		34,496
0 		30,964
0 		1,018,058
0 		 
 
(103)John Wright MDSee Schedule O - O & T Titles (i)
(ii)		 465,650
0 		63,662
0 		25,485
0 		31,726
0 		18,226
0 		604,749
0 		 
 
(104)Ross D Zafonte DOSee Schedule O - O & T Titles (i)
(ii)		 457,407
0 		49,294
0 		76,645
0 		34,498
0 		17,917
0 		635,761
0 		 
 
(105)Michael J Zinner MDSee Schedule O - O & T Titles (i)
(ii)		 761,480
0 		210,449
0 		62,839
0 		32,878
0 		20,536
0 		1,088,182
0 		 
 
(106)Joshua L Abrams EsqSee Schedule O - O & T Titles (i)
(ii)		 0
155,652 		0
750 		0
17,022 		0
12,605 		0
33,619 		0
219,648 		 
 
(107)Sarah Arnholz EsqSee Schedule O - O & T Titles (i)
(ii)		 0
169,714 		0
750 		0
10,478 		0
16,313 		0
28,076 		0
225,331 		 
 
(108)Jean M Boyle EsqSee Schedule O - O & T Titles (i)
(ii)		 0
141,357 		0
750 		0
13,104 		0
11,076 		0
17,272 		0
183,559 		 
 
(109)David J BurkeSee Schedule O - O & T Titles (i)
(ii)		 187,102
0 		21,440
0 		1,872
0 		5,488
0 		20,521
0 		236,423
0 		 
 
(110)Brian F ChiangoSee Schedule O - O & T Titles (i)
(ii)		 250,321
0 		116,499
0 		36,553
0 		34,745
0 		18,114
0 		456,232
0 		 
 
(111)Richard CornellSee Schedule O - O & T Titles (i)
(ii)		 175,091
0 		21,622
0 		33,051
0 		21,290
0 		32,678
0 		283,732
0 		 
 
(112)Paul G Cushing EsqSee Schedule O - O & T Titles (i)
(ii)		 0
192,239 		0
750 		0
30,036 		0
30,697 		0
31,065 		0
284,787 		 
 
(113)Joan E Elias EsqSee Schedule O - O & T Titles (i)
(ii)		 0
201,864 		0
750 		0
21,851 		0
24,678 		0
31,270 		0
280,413 		 
 
(114)Emily C FoglerSee Schedule O - O & T Titles (i)
(ii)		 0
149,254 		0
1,750 		0
10,809 		0
9,141 		0
32,324 		0
203,278 		 
 
(115)Margot Hartmann MD PhDSee Schedule O - O & T Titles (i)
(ii)		 227,495
0 		52,742
0 		17,529
0 		4,562
0 		13,987
0 		316,315
0 		 
 
(116)James L HeffernanSee Schedule O - O & T Titles (i)
(ii)		 369,500
0 		83,860
0 		72,949
0 		36,306
0 		18,085
0 		580,700
0 		 
 
(117)John R Higham EsqSee Schedule O - O & T Titles (i)
(ii)		 0
263,419 		0
750 		0
5,658 		0
34,504 		0
31,943 		0
336,274 		 
 
(118)William C JohnstonSee Schedule O - O & T Titles (i)
(ii)		 350,458
0 		134,684
0 		13,487
0 		34,497
0 		16,938
0 		550,064
0 		 
 
(119)Katherine M Kneeland EsqSee Schedule O - O & T Titles (i)
(ii)		 0
201,268 		0
10,750 		0
44,425 		0
33,022 		0
4,388 		0
293,853 		 
 
(120)Nidhi KumarSee Schedule O - O & T Titles (i)
(ii)		 0
117,995 		0
750 		0
1,896 		0
5,464 		0
25,488 		0
151,593 		 
 
(121)David A LagasseSee Schedule O - O & T Titles (i)
(ii)		 0
247,927 		0
26,959 		0
41,278 		0
25,000 		0
31,720 		0
372,884 		 
 
(122)Thomas LenkowskiSee Schedule O - O & T Titles (i)
(ii)		 177,521
0 		7,956
0 		26,221
0 		16,191
0 		3,795
0 		231,684
0 		 
 
(123)Harvey Mamon MDSee Schedule O - O & T Titles (i)
(ii)		 395,790
0 		63,130
0 		-2,410
0 		31,727
0 		18,250
0 		506,487
0 		 
 
(124)David McCreadySee Schedule O - O & T Titles (i)
(ii)		 275,610
0 		45,900
0 		44,062
0 		34,495
0 		25,784
0 		425,851
0 		 
 
(125)Gilbert H Mudge Jr MDSee Schedule O - O & T Titles (i)
(ii)		 0
425,627 		0
96,580 		0
54,280 		0
34,496 		0
21,919 		0
632,902 		 
 
(126)Rachel Scheer WasserstromSee Schedule O - O & T Titles (i)
(ii)		 156,263
0 		19,581
0 		9,398
0 		10,614
0 		31,366
0 		227,222
0 		 
 
(127)Mary E ShaughnessySee Schedule O - O & T Titles (i)
(ii)		 0
289,286 		0
30,872 		0
35,102 		0
34,499 		0
20,977 		0
410,736 		 
 
(128)Joan C Stoddard EsqSee Schedule O - O & T Titles (i)
(ii)		 0
247,975 		0
11,750 		0
20,560 		0
34,501 		0
23,761 		0
338,547 		 
 
(129)Gerard P WalshSee Schedule O - O & T Titles (i)
(ii)		 201,965
0 		32,310
0 		-3,230
0 		29,614
0 		18,686
0 		279,345
0 		 
 
(130)David B Wright EsqSee Schedule O - O & T Titles (i)
(ii)		 0
169,043 		0
750 		0
40,916 		0
22,937 		0
16,219 		0
249,865 		 
 
(131)Dennis Ausiello MDChief of Medicine - GHC (i)
(ii)		 605,420
0 		129,208
0 		100,561
0 		34,498
0 		18,330
0 		888,017
0 		 
 
(132)Susan M BeausolielChief Operating Officer - PHC (i)
(ii)		 0
171,004 		0
17,952 		0
17,347 		0
16,853 		0
26,745 		0
249,901 		 
 
(133)Barbara E Bierer MDSr. Vice Pres. - BWH (i)
(ii)		 455,046
0 		46,920
0 		26,492
0 		34,495
0 		33,516
0 		596,469
0 		 
 
(134)Arthur J BowesSr. Vice Pres. - NSMC (i)
(ii)		 0
208,775 		0
24,122 		0
38,010 		0
33,292 		0
20,515 		0
324,714 		 
 
(135)Steven D Browell MDMedical Director - NSPG (i)
(ii)		 283,687
0 		65,224
0 		12,812
0 		12,798
0 		29,624
0 		404,145
0 		 
 
(136)Maureen N ChesleyVice Pres. - PHC (i)
(ii)		 0
134,996 		0
22,963 		0
25,653 		0
11,455 		0
29,604 		0
224,671 		 
 
(137)Kenneth ChisholmAdministrator - MVH (i)
(ii)		 208,050
0 		33,000
0 		24,685
0 		20,754
0 		16,976
0 		303,465
0 		 
 
(138)Mary Beth DiFilippoVice Pres. - SKRH (i)
(ii)		 174,823
0 		13,280
0 		-2,401
0 		0
0 		26,326
0 		212,028
0 		 
 
(139)James FerriterDirector Physician Svc. - MVH (i)
(ii)		 162,698
0 		16,249
0 		20,288
0 		17,069
0 		27,763
0 		244,067
0 		 
 
(140)Joanne M FucileVice Pres. - SHC (i)
(ii)		 203,998
0 		20,467
0 		15,082
0 		21,356
0 		12,094
0 		272,997
0 		 
 
(141)Mary Jo GagnonSr. Vice Pres. - NSMC (i)
(ii)		 0
180,818 		0
21,848 		0
42,960 		0
29,747 		0
12,074 		0
287,447 		 
 
(142)Gary W GarbergVice Pres. - PHC (i)
(ii)		 0
131,154 		0
22,091 		0
22,059 		0
8,451 		0
26,017 		0
209,772 		 
 
(143)Joseph Gold MDCOO & Executive VP - MCL (i)
(ii)		 357,616
0 		35,320
0 		-3,460
0 		33,806
0 		25,299
0 		448,581
0 		 
 
(144)Michele Gougeon MScChief Medical Officer - MCL (i)
(ii)		 323,781
0 		33,658
0 		12,906
0 		38,806
0 		25,786
0 		434,937
0 		 
 
(145)George GougianExecutive Dir. - FRC (i)
(ii)		 122,238
0 		13,525
0 		4,788
0 		6,767
0 		25,847
0 		173,165
0 		 
 
(146)Judy HayesVice Pres. - BWFH (i)
(ii)		 227,368
0 		24,432
0 		23,490
0 		34,500
0 		13,124
0 		322,914
0 		 
 
(147)Paula M HereauVice Pres. - SRH (i)
(ii)		 148,874
0 		16,014
0 		6,879
0 		22,482
0 		27,233
0 		221,482
0 		 
 
(148)Keith D Lillemoe MDSurgeon-In-Chief - GHC (i)
(ii)		 582,225
0 		182,585
0 		231,858
0 		34,496
0 		22,715
0 		1,053,879
0 		 
 
(149)Edward Liston-Kraft PhDVice Pres. - BWFH (i)
(ii)		 182,996
0 		19,992
0 		27,537
0 		30,546
0 		9,466
0 		270,537
0 		 
 
(150)Frederick Millham MDChief of Surgery - NWH (i)
(ii)		 432,223
0 		38,500
0 		6,223
0 		12,162
0 		29,756
0 		518,864
0 		 
 
(151)Ellen MoloneySr. Vice Pres. - NWH (i)
(ii)		 0
269,343 		0
32,281 		0
28,746 		0
34,500 		0
11,746 		0
376,616 		 
 
(152)Stephanie N NadolnyVice Pres. - RHCI (i)
(ii)		 142,940
0 		15,607
0 		4,626
0 		6,873
0 		28,610
0 		198,656
0 		 
 
(153)Britain W Nicholson MDSr. Vice Pres. & CMO - GHC (i)
(ii)		 509,745
0 		143,793
0 		103,953
0 		34,497
0 		18,377
0 		810,365
0 		 
 
(154)Harry W Orf PhDSr. Vice Pres. - GHC (i)
(ii)		 348,361
0 		389,093
0 		58,813
0 		31,768
0 		16,782
0 		844,817
0 		 
 
(155)Jacqueline A Somerville RNSr. Vice Pres. - BWH (i)
(ii)		 313,656
0 		51,188
0 		58,173
0 		34,498
0 		28,949
0 		486,464
0 		 
 
(156)Beatrice ThibedeauSr. Vice Pres. & CNO - NSMC (i)
(ii)		 0
234,605 		0
25,432 		0
27,391 		0
34,501 		0
5,011 		0
326,940 		 
 
(157)Robert D WelchVice Pres. - PCC (i)
(ii)		 126,279
0 		15,683
0 		14,740
0 		15,460
0 		24,589
0 		196,751
0 		 
 
(158)Lawrence H Cohn MDSurgeon (i)
(ii)		 494,864
0 		10,491
0 		1,668,341
0 		32,702
0 		20,853
0 		2,227,251
0 		 
 
(159)Thomas Gill IV MDSurgeon (i)
(ii)		 1,435,549
0 		430,261
0 		90,692
0 		34,496
0 		19,351
0 		2,010,349
0 		 
 
(160)Niall M Heney MDSurgeon (i)
(ii)		 285,600
0 		3,333
0 		2,388,927
0 		34,495
0 		18,137
0 		2,730,492
0 		 
 
(161)Thomas F Holovacs MDSurgeon (i)
(ii)		 1,188,231
0 		686,511
0 		61,648
0 		34,497
0 		19,351
0 		1,990,238
0 		 
 
(162)Christopher S Ogilvy MDSurgeon (i)
(ii)		 1,096,129
0 		492,580
0 		98,050
0 		34,497
0 		21,423
0 		1,742,679
0 		 
 
(163)Christopher Clark EsqFormer Officer - GHC, MGH (i)
(ii)		 0
226,977 		0
39,203 		0
39,169 		0
34,502 		0
30,016 		0
369,867 		 
 
(164)Naomi Bass Grace EsqFormer Officer - FRC, SKRH (i)
(ii)		 0
109,814 		0
750 		0
3,952 		0
6,969 		0
33,480 		0
154,965 		 
 
(165)Andrew Jeon MD MBAFormer Officer - PMI (i)
(ii)		 0
0 		0
0 		0
108,375 		0
0 		0
0 		0
108,375 		 
 
(166)Timothy P LynchFormer Officer - FRC (i)
(ii)		 85,616
0 		0
0 		26,534
0 		6,683
0 		916
0 		119,749
0 		 
 
(167)David J TrullFormer Officer - BWFH (i)
(ii)		 0
0 		0
0 		0
476,109 		0
0 		0
0 		0
476,109 		 
 
(168)Thomas H Aretz MDFormer Key - PMI (i)
(ii)		 0
374,063 		0
39,783 		0
58,945 		0
34,499 		0
22,890 		0
530,180 		 
 
(169)Franklin R Bringhurst MDFormer Key - GHC (i)
(ii)		 541,000
0 		9,772
0 		51,062
0 		34,498
0 		18,269
0 		654,601
0 		 
 
(170)S Bruce Dowton MDFormer Key - PMI (i)
(ii)		 0
3,036 		0
0 		0
142,009 		0
1,100 		0
8,133 		0
154,278 		 
 
(171)James Ellison MDFormer Key - MCL (i)
(ii)		 210,199
0 		750
0 		3,479
0 		29,888
0 		30,400
0 		274,716
0 		 
 
(172)Michael A Gimbrone Jr MDFormer Key - BWH (i)
(ii)		 264,917
0 		53,153
0 		10,206
0 		34,500
0 		22,464
0 		385,240
0 		 
 
(173)Joel Heller MDFormer Key - NSPG (i)
(ii)		 351,541
0 		8,518
0 		18,568
0 		15,298
0 		28,241
0 		422,166
0 		 
 
(174)Jeanette Ives Erickson RNFormer Key - GHC (i)
(ii)		 420,583
0 		90,764
0 		87,263
0 		38,806
0 		17,897
0 		655,313
0 		 
 
(175)Gregg S Meyer MDFormer Key - GHC (i)
(ii)		 153,667
0 		16,935
0 		23,043
0 		23,580
0 		6,388
0 		223,613
0 		 
 
(176)Virginia MirisolaFormer Key - SKRH (i)
(ii)		 0
151,672 		0
750 		0
33,612 		0
20,635 		0
30,751 		0
237,420 		 
 
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
Payment or reimbursement of expenses Part I, Line 1a TRAVEL FOR COMPANIONS WAS PROVIDED TO CERTAIN OFFICERS LISTED ON FORM 990, PART VII AS THE COMPANIONS' ATTENDANCE WAS REQUIRED TO FULFILL A BONA FIDE BUSINESS PURPOSE. THESE PAYMENTS WERE PROVIDED PURSUANT TO A WRITTEN POLICY AND WERE TREATED AS NON-TAXABLE BUSINESS EXPENSES. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE PROVIDED TO CERTAIN OFFICERS AND OTHER EMPLOYEES LISTED ON FORM 990, PART VII. THESE BENEFITS WERE PROVIDED PURSUANT TO A WRITTEN POLICY. THE HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE TREATED AS TAXABLE INCOME.
Establishing CEO Compensation Part I, Line 3 The Chief Executive Officer's compensation was established using the following: - Compensation committee - 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. Elizabeth G. Nabel, M.D. Robert G. Norton Scott L. Rauch, M.D. Peter L. Slavin, M.D., M.B.A. David E. Storto
Receipt of Severance Payments Part I, Line 4a Thomas P. Glynn, Ph.D. - $684,639 Andrew Jeon, M.D., M.B.A. - $108,375 David J. Trull - $469,945 S. Bruce Dowton - $127,333
Participation in a Supplemental Nonqualified Retirement Plan Part I, Line 4b These amounts are already included in the compensation disclosed on Schedule J, Part II Andrew L. Warshaw, M.D. - $350,013 David J. Sugarbaker, M.D. - $181,344 Brent L. Henry, Esq. - $201,284 Peter K. Markell - $354,027 Peter L. Slavin, M.D., M.B.A. - $295,398 David F. Torchiana, M.D. - $132,292 Robert G. Norton - $1,140,204 Michael S. Jellinek, M.D. - $265,031 Thomas P. Glynn - $54,981 Elizabeth G. Nabel, M.D. - $704,360 Mairead Hickey, Ph.D., R.N. - $2,070,593 Timothy J. Walsh - $18,845 Thomas Lenkowski - $7,956 Kenneth Chisholm - $10,999 James Ferriter - $9,026 Lawrence H. Cohn, M.D. - $1,668,802 Niall M. Heney, M.D. - $2,382,796 David E. Storto - $45,615
Trustee Compensation Part II 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.
Supplemental Disclosures Part III W. Gerald Austen, M.D. - Other reportable compensation includes a distribution of $384,573 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.
Schedule J (Form 990) 2012

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $ 0
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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
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 155,302 Salary - BWH   No
(2) A Rosenberg Pearl, trustee-family 44,653 Salary - NCH   No
(3) Abiomed Termeer, trustee 984,500 Products and services - GHC   No
(4) B Miller Spiess, trustee-family 83,623 Salary - NSMC   No
(5) Bank of America Finucane, trustee 1,189,321 Products and services - BWH   No
(6) Bank of America Finucane, trustee 848,401 Products and services - BWFH   No
(7) Bank of America Gifford, trustee 2,385,345 Products and services - GHC   No
(8) C Haley Haley, trustee-family 20,373 Salary - BWH   No
(9) Commonwealth Anesthesia Hershey, trustee 350,386 Medical services - NWH   No
(10) GMO Braverman, trustee 694,605 Investment services - BWHC   No
(11) GMO Braverman, trustee 1,468,049 Investment services - BWH   No
(12) K Britton Britton, trustee-family 20,373 Salary - BWH   No
(13) K Casper Pil, trustee-family 235,888 Salary - MVH   No
(14) L Hadley Hadley, officer-family 28,891 Salary - NWH   No
(15) Medicalis Holman, trustee 1,159,773 Decision support svc. - BWH   No
(16) NS Cardiovascular Roberts, trustee 399,883 Medical services - NSMC   No
(17) NS Cardiovascular Roberts, trustee 413,048 Medical services - NSPG   No
(18) NUNSTAR Gifford, trustee 9,945,880 Utilities - GHC   No
(19) NUNSTAR Gifford, trustee 455,467 Utilities - MGH   No
(20) P Hearon Higham, officer-family 60,540 Salary - GHC   No
(21) Pfizer Ausiello, key employee 3,918,947 Products and services - GHC   No
(22) RMFCRICO Markell, officer 37,935,429 Insurance - GHC   No
(23) RMFCRICO Markell, officer 38,052,655 Insurance - BWH   No
(24) RMFCRICO Markell, officer 1,154,289 Insurance - BWFH   No
(25) RMFCRICO Markell, trustee 1,175,256 Insurance - McLean   No
(26) RMFCRICO Moriarty, trustee 38,052,655 Insurance - BWH   No
(27) RMFCRICO Moriarty, trustee 1,154,289 Insurance - BWFH   No
(28) RMFCRICO Torchiana, trustee 37,935,429 Insurance - GHC   No
(29) RMFCRICO Torchiana trustee officer 817,562 Insurance - MGPO   No
(30) S Bringhurst Bringhurst, f(k)-family 129,046 Salary - GHC   No
(31) S Heffernan Heffernan, officer-family 17,080 Salary - MGPO   No
(32) State Street Skates, trustee 694,177 Banking services - MGPO   No
(33) Summit Partners Woodsum, trustee 105,730 Investment services - MGH   No
(34) ThermoFisher Casper, trustee 5,494,128 Products - BWH   No
(35) ThermoFisher Casper, trustee 117,131 Products - BWFH   No
(36) ThermoFisher Sperling, trustee 5,494,128 Products - BWH   No
(37) ThermoFisher Sperling, trustee 117,131 Products - BWFH   No
(38) Vertex Pharmaceuticals Leiden, trustee 144,030 Products - BWH   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2012

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
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 74 73,070 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 26,970 FMV
5 Clothing and household
goods ....... 		X 253,806 FMV
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 577 29,675,562 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 27 14,353 FMV
19 Food inventory ...        
20 Drugs and medical supplies . X 15 463,271 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ADVERTISING ) X 7 11,265 FMV
26 Other Right pointing arrow large image ( COMPUTER EQUIPMENT ) X 4 5,599 FMV
27 Other Right pointing arrow large image ( FOOD ) X 271 74,447 FMV
28 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 174 54,495 FMV
Other Right pointing arrow large image ( HOTEL PACKAGES ) X 65 32,543 FMV
Other Right pointing arrow large image ( MISCELLANEOUS ) X 1 10,788 FMV
Other Right pointing arrow large image ( PORTRAITS/PHOTOGRAPHY ) X 4 1,945 FMV
Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 48 43,446 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 148 93,820 FMV
Other Right pointing arrow large image ( STUDIO PARTY/PARTY ) X 2 850 FMV
Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 42 91,966 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 an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
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) (2012)
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
2012
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 - The entity merged into another subordinate - Brigham and Women's Physicians Organization, Inc. effective January 31, 2013. BWH Research, Inc. (BWHR) - EIN 04-3011445 Faulkner Breast Centre (FBC) - EIN 04-3195325 - The entity merged into another subordinate - Brigham and Women's Faulkner Hospital effective September 30, 2013. Faulkner Community Medical Corporation (FCMC) - EIN 04-3235613 - The entity merged into another subordinate - Brigham and Women's Faulkner Hospital effective September 30, 2013. 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 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 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 The Spaulding Rehabilitation Hospital Corporation (SRH), also referred to as Spaulding Rehabilitation Hospital - Boston - EIN 04-2551124 West Roxbury Medical Group, Inc. (WRMG) - EIN 04-3148310 - The entity merged into another subordinate - Brigham and Women's Faulkner Hospital effective September 30, 2013. WNR, Inc. (WNR) - EIN 04-3419920
Difference in voting rights & executive committee Form 990, 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.
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 John Deutch & Arthur Goldstein - Business relationship John Deutch & Ronald Skates - Business relationship Peter Markell & David Torchiana - Business relationship Peter Markell & G. Marshall Moriarty - Business relationship Peter Markell & Paul Braverman - Business relationship Richard Holbrook, J. Brian McCarthy, Terrence McGinnis & Charles Desmond - Business relationship Richard Holbrook, Terrence McGinnis, Richard Bane & J. Brian McCarthy - Business relationship Scott Sperling & Mark Casper - Business relationship Thomas Grape & Charles Wu - Business relationship
Significant Diversion of the organization's assets Form 990, Part VI, Section A, Line 5 A former machine shop manager at Massachusetts General Hospital (MGH) was indicted for stealing $650,000 in three separate schemes. The corrective actions taken and other pertinent information is provided below: - The employee was terminated and prosecuted. - The organization filed an insurance claim with its Commercial Crime Policy provider. - The department has modified its process and procedures for recycling scrap metals. The modification included controls around the monitoring of scrap metal inventory as well as the receipt of funds from recycling these materials. - The Internal Audit Department of Partners HealthCare System, Inc. (PHS)is working with the MGH Leadership Academy to develop a Fraud Awareness Training for managers. - The Internal Audit Department of PHS has met with other entities within the Partners Healthcare System to discuss the fraud and brainstorm additional review that should take place at these other related entities.
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 Executive Vice President of Administration and Finance, CFO and Treasurer; the PHS Vice President of Human Resources and by the PHS General Counsel. The 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 April 24, 2014 meeting. The process for preparing and reviewing Form 990 was discussed at the April 30, 2014 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 15b 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 Amy Casey Connolly Richard Cornell Gerard F. Hadley Andrew Jeon, M.D., M.B.A. Susan B. Kelly John A. Lewis, M.D. Harvey Mamon, M.D. 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. The Organization's conflict of interest policy is available on the Organization's website.
Officer & Trustee Titles Form 990, Part VII Joshua L. Abrams, Esq.: Clerk - PHC (10/01/12-07/22/13), HOS Dale Adler, M.D.: Trustee - BWPO Cary W. Akins, M.D.: Trustee - NCHF Richard Alexander, M.D.: Trustee - NSPG Tibby Allen: Clerk & Trustee - NCHF Stephen C. Anderson: Trustee - NCH, NCHF Joan M. Archer: President & Trustee - NWCF Sarah Arnholz, Esq.: Clerk - NWH (10/01/12-11/14/12), NWHC (10/01/12-11/14/12), NWAS (10/01/12-11/14/12); Secretary - MGPO (11/16/12-09/30/13) Stanley W. Ashley, M.D.: Trustee - BWPO, MED W. Gerald Austen, M.D.: Trustee - NSMC (10/01/12-07/16/13), NSMC HC (10/01/12-07/16/13) Elizabeth M. Azano, Esq.: Secretary - MGPO (10/01/12-11/16/12) Richard C. Bane: Trustee - NSMC, NSMC HC Maureen Banks: Chief Operating Officer - PCC; President - SHC, SKRH, RHCI, FRC; Trustee - HSC Peter K. Barber: Trustee - NWH (10/01/12-07/10/13), NWHC (10/01/12-06/25/13), NWAS (10/01/12-06/05/13) Robert L. Barbieri, M.D.: President - OBG; Trustee - BWPO, OBG William S. Barker: Trustee - NWCF David S. Barlow: Chairman - MCL, MHC Jeffrey T. Barnes: Trustee - NWCF (10/01/12-06/05/13) Joan M. Barrett: Trustee - NWCF Nesli Basgoz, M.D.: Trustee - MGH, GHC W. Geoffrey Beattie: Trustee - NCH (07/26/13-09/30/13) Carolyn A. Beckedorff: Trustee - NWH, NWHC Judith G. Belash: Clerk - NCH (02/12/13-09/30/13); Trustee - NCH Janis P. Bellack, Ph.D., R.N., FAAN: Trustee - PMI (07/01/13-09/30/13) Mark R. Belsky, M.D.: Trustee - NWH, NWHC; Chairman - NWCF Joan M. Bengtson, M.D.: Trustee - BWPO Sibel Bessim, M.D.: Trustee - NWCF Jeanne E. Blake: Trustee - MCL, MHC Edward B. Bloom: Trustee - NWHC (06/25/13-09/30/13), NWH (07/10/13-09/30/13) Sally Mason Boemer: Sr. Vice President of Finance - MGH, GHC; Treasurer - NSMC, NSMC HC, NSPG; Trustee - NSPG Joanne Borg-Stein, M.D.: Trustee - NWH (10/01/12-07/10/13), NWHC (10/01/12-06/25/13) Kevin Bottomley: Trustee - NSMC, NSMC HC Jean M. Boyle, Esq.: Clerk - BWPO (10/01/12-01/31/13); Secretary - PMI (10/01/12-01/31/13) Paul Braverman: Trustee - BWH (10/01/12-06/19/13), BWHC (10/01/12-05/28/13), BWFH (10/01/12-06/19/13) Debra K. Brede: Trustee - NWHC (06/25/13-09/30/13), NWH (07/10/13-09/30/13) John F. Brennan, Jr.: Trustee - MCL, MHC Elaine L. Bridge: Sr. Vice President of Patient Services & CNO - NWH; President - NWCC (02/15/13-09/30/13); Trustee - NWCC (03/06/13-09/30/13) O'Neil A. Britton, M.D.: Trustee - BWH, BWHC, FCMC, WRMG, BWFH 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 John J. Burke: Trustee - NCH John C. Cannistraro, Jr.: Trustee - NWCF Rod Carnifax: President - PHC (05/20/13-09/30/13) Bernard S. Carrey: Trustee - NCH Marc N. Casper: Trustee - BWH, BWHC, BWFH Bruce A. Chabner, M.D.: Trustee - NCH Brian F. Chiango: Treasurer/Clerk - RAD Ennio A. Chiocca, M.D., Ph.D.: Trustee - BWPO William Reed Chisholm II: Trustee - NCH (07/26/13-09/30/13) Joseph A. Ciffolillo: Trustee - MGPO Eugene Howard Clapp: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Christopher M. Coley, M.D.: Trustee - MGPO (06/21/13-09/30/13) Earl M. Collier, Jr.: Chairman - NWH (07/10/13-09/30/13), NWHC (06/05/13-09/30/13), NWAS (06/05/13-09/30/13), Trustee - NWCF (06/05/13-09/30/13) Amy Casey Connolly: Treasurer - OBG G. Drew Conway: Trustee - NWHC, NWH Richard Cornell: Treasurer/Clerk - ANES Jennifer Costain: Trustee - NSPG Susan C. Crampton: Trustee - MVH, WNR Thomas P. Cunningham, III: Trustee - NWHC, NWH Richard L. Curtis, M.D.: Trustee - NWCF Paul G. Cushing, Esq.: Secretary - PCC, SRH, SHC, RHCI, Clerk - SKRH, FRC, PHC (07/22/13-09/30/13) Henry A. D'Angelo, M.D.: Trustee - NWCF (10/01/12-12/12/12) 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 Susan Dempsey: Vice President of Clinical Services - BWFH; Clerk & Trustee - FBC, FCMC, WRMG Charles F. Desmond: Trustee - NSMC (11/27/12-09/30/13), NSMC HC (11/27/12-09/30/13) John M. Deutch: Trustee - MGPO, PMI (07/01/13-09/30/13) Terence P. Doorly, M.D.: Trustee - NSPG John P. Drislane: Trustee - NSMC, NSMC HC Margaret M. Duggan, M.D.: President & Trustee - FBC Molly Dunne: Trustee - FRIENDS (10/01/12-10/24/12) William R. Elfers: Trustee - NWH, NWHC, NWCF, NWAS (06/05/13-09/30/13) Joan E. Elias, Esq.: Secretary - MCL, MHC Arthur J. Epstein: Trustee - NSMC, NSMC HC Anne M. Finucane: Trustee - BWH (06/19/13-09/30/13), BWHC (06/25/13-09/30/13), BWFH (06/19/13-09/30/13) Karen M. Flaherty, R.N.: Secretary & Trustee - FRIENDS Jennifer Cofer Flanagan: Trustee - NSMC, NSMC HC Honorable Gregory C. Flynn: Trustee - NWH (10/01/12-07/10/13), NWHC (10/01/12-06/25/13) Emily C. Fogler, Esq: Clerk - NWH (11/14/12-09/30/13), NWHC (11/14/12-09/30/13), NWAS (11/14/12-09/30/13) Nancy S. Foster: Trustee - NWCF Bruce H. Freedman: Trustee - NWCF Lawrence S. Friedman, M.D.: Trustee - NWHC (06/25/13-09/30/13), NWH (07/10/13-09/30/13) Joseph P. Frolkis, M.D., Ph.D.: Trustee - BWPO Charles K. Gifford: Trustee - MGH, GHC, NCH (04/19/13-09/30/13) Lina Gillies: Trustee - NPO Thomas P. Glynn, Ph.D.: Trustee - MCL, MHC Jeffrey A. Golden, M.D.: President & Trustee - PATH, Trustee - BWPO Arthur L. Goldstein: Trustee - MGPO Michael Goldstein, M.D.: Trustee - NSMC, NSMC HC Benjamin A. Gomez: Trustee - NWH, NWHC Thomas H. Grape: Trustee - NWH, NWHC, NWAS (06/05/13-09/30/13) Erwin L. Greenberg: Trustee - NCH Peter T. Greenspan, M.D.: Trustee - MGPO Daniel J. Gross: Treasurer & Chief Financial Officer - NWH (10/01/12-01/09/13), NWCF (10/01/12-01/09/13); Treasurer - NWHC (10/01/12-01/09/13), NWAS (10/01/12-01/09/13); President - NWCC (10/01/12-03/06/13); Trustee - NWAS (10/01/12-01/17/13), NWCC (10/01/12-01/09/13), NWCF (10/01/12-01/17/13) Suzanne S. Gruhl: Trustee - PCC (10/01/12-07/01/13), SRH (10/01/12-07/01/13), SHC (10/01/12-07/01/13), SKRH (10/01/12-07/01/13), FRC (10/01/12-07/01/13), PHC (10/01/12-07/01/13), RHCI (10/01/12-07/01/13) Michael L. Gustafson, M.D., M.B.A.: Chief Operating Officer - BWFH; Chairman - WRMG; Trustee - FCMC Maureen O. Hackett: President & Chairwoman - NCHF; Trustee - NCH Gerard F. Hadley: Treasurer & Trustee - NWCC, Interim Treasurer NWH (01/09/13-09/30/13), NWHC (01/09/13-09/30/13), NWAS (01/09/13-09/30/13), NWCF (01/09/13-09/30/13); Trustee - NWAS (06/05/13-09/30/13) Steven R. Haley: Trustee - BWH, BWHC, BWFH Robert Handin, M.D.: Trustee - MED Erling A. Hanson, Jr.: Trustee - BWFH (10/01/12-06/19/13), BWH (10/01/12-06/19/13), BWHC (10/01/12-05/28/13) Jay R. Harris, M.D.: President - RADONC (10/01/12-01/31/13); Trustee - BWPO, RADONC (10/01/12-01/31/13) Margot Hartmann, M.D., Ph.D.: President & Chief Executive Officer - NCH, NPO 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 (10/01/12-07/10/13), NWHC (10/01/12-06/25/13) Kevin F. Hickey: Trustee - NCH Mairead Hickey, Ph.D., R.N.: Chief Operating Officer - BWH; Trustee - PATH John R. Higham, Esq.: Secretary - MGH, GHC Richard E. Holbrook: Chairman - NSMC, NSMC HC Albert A. Holman, III: Secretary & Trustee BWH, BWHC, BWFH H. Robert Horvitz, Ph.D.: Trustee - MGH, GHC Ann T. Ingram: Trustee - NWCF David Ives: Trustee - NSMC, NSMC HC
Officer & Trustee Titles (continued) Form 990, Part VII Alan Anthony James: Trustee - MVH, WNR Andre' C. Jasse: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Michael S. Jellinek, M.D.: President & Trustee - NWAS (10/01/12-10/10/12); Clerk - NWCF (10/01/12-10/10/12) 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; Interim President - NWHC; President & Trustee - NWAS (10/10/12-09/30/13); Clerk - NWCF (10/10/12-09/30/13) 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 Stephen R. Karp: Trustee - NCH (07/26/13-09/30/13) Steven M. Kaye: Trustee - BWH, BWHC, BWFH Marie-Louise Kehoe: Trustee - FBC Richard M. Kelleher: Trustee - MCL, MHC Christopher J. Kelly: Trustee - NWCF, NWHC (06/25/13-09/30/13), NWH (07/10/13-09/30/13) Susan B. Kelly: Treasurer & Trustee - FRIENDS Pardon R. Kenney, M.D.: Trustee - FBC Edward T. Kenyon: Trustee - MVH, WNR Barrett Kitch, M.D.: Trustee - NSPG Anthony A. Klein: Trustee - NSMC, NSMC HC Katherine M. Kneeland, Esq.: Secretary - HSC Wendell J. Knox: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Jonathan A. Kraft: Trustee - MGH, GHC John Kucharski: Trustee - PMI (10/01/12-12/31/12) Nidhi Kumar: Secretary - PMI (09/05/13-09/30/13) Thomas S. Kupper, M.D.: Trustee - BWPO David A. Lagasse: Treasurer - MCL, MHC Pamela L. Lawrence: Trustee - NSPG James J. Lehane: Trustee - PCC, RHCI, SRH, SKRH, FRC, SHC, PHC Jeffrey M. Leiden, M.D., Ph.D.: Trustee - BWH (09/18/13-09/30/13), BWHC (09/24/13-09/30/13), BWFH (09/18/13-09/30/13) Thomas Lenkowski: Chief Financial Officer - MVH (10/01/12-05/31/13), WNR (10/01/12-05/31/13) John A. Lewis, M.D.: President & Trustee - WRMG; Trustee - BWFH, BWHC, BWH Jay Loeffler, M.D.: Trustee - MGPO Joseph Loscalzo, M.D., Ph.D.: President & Trustee - MED; Trustee - BWH, BWHC, BWPO, BCP, BWFH Stacey Lucchino: Trustee - MHC, MCL Stanley J. Lukowski: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Everett T. Lyn, M.D.: Trustee - NSPG Kenneth E. MacWilliams: Trustee - PMI (10/01/12-12/31/12) Andrew Madden: Trustee - FRIENDS Harvey Mamon, M.D.: Clerk - RADONC (10/01/12-01/31/13) Frederick Mandell, M.D.: Trustee - NCH Peter K. Markell: President - HSC; Treasurer - BWHC, BWH, MGH, GHC, PMI, BWFH; Chairman - HSC; Trustee - PMI, MCL, MHC Carl J. Martignetti: Trustee - GHC (04/19/13-09/30/13), MGH (05/28/13-09/30/13) Peter Mauch, M.D.: Trustee - RADONC (10/01/12-01/31/13) J. Brian McCarthy: Trustee - NSMC, NSMC HC David McCready: Treasurer & Clerk - MED Vincent T. McDermott: President, Treasurer & Trustee - FCMC; Treasurer & Trustee - FBC, WRMG Terrence McGinnis: Chairman - NSPG; Trustee - NSMC, NSMC HC Maury E. McGough, M.D.: Trustee - NSMC, NSMC HC, NSPG Carol C. McMullen: Chairwoman - NWH (10/01/12-07/10/13), NWHC (10/01/12-06/25/13), NWAS (10/01/12-06/05/13); Trustee - NWCF (10/01/12-06/05/13) Joseph C. McNay: Trustee - BWPO Barbara J. McNeil, MD: Trustee - PMI (10/01/12-12/31/12) Caroline Ann Merrifield: Trustee - PCC, SRH, RHCI, SKRH, FRC, SHC, PHC Tracilee Messina: Trustee - NWCF Joseph J. Miaskiewicz, M.D.: Trustee - NSPG Edward Miller: Trustee - MVH, WNR Laura Miller, M.D.: Trustee - BWPO (10/01/12-01/01/13) Barry Mills: Trustee - PCC (03/26/13-09/30/13), SRH (03/26/13-09/30/13), RHCI (03/26/13-09/30/13), SKRH (03/26/13-09/30/13), FRC (03/26/13-09/30/13), SHC (03/26/13-09/30/13), PHC (03/26/13-09/30/13) Richard Mills: Trustee - PMI (10/01/12-12/31/12) Cathy E. Minehan: Chairwoman - GHC, MGH; Trustee - MGPO Michael Molinar: Treasurer & Trustee - NCHF Kathleen Monbouquette: Trustee - FRIENDS Mary Montouri: Trustee - FRIENDS (10/24/12-09/30/13) G. Marshall Moriarty, Esq.: Clerk & Trustee - BWHR; Chairman - BWHC, BWH, BWFH; Trustee - BRF Laura B. Morse: Trustee - MGPO Elizabeth Mort M.D., M.P.H.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Cynthia Morton, Ph.D.: Trustee - OBG John Mottern: Trustee - FRIENDS (10/01/12-10/24/12) Gilbert H. Mudge, Jr., M.D.: President & Chief Executive Officer - PMI Michael Muehe: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Elizabeth G. Nabel, M.D.: President - BWHC, BWH, BRF, BWHR, BWFH; Trustee - BWHC, BWH, BRF, BWHR, BWPO, BWFH Philip A Nardone, Jr.: Trustee - NCH (10/19/12-09/30/13) Andrea Ng, M.D.: Trustee - BWPO (01/16/13-09/30/13) Wilfred F. Ngwa, Ph.D.: Trustee - FRIENDS (10/24/12-09/30/13) Robert G. Norton: President, Chief Executive Officer & Trustee - NSMC, NSMC HC Michael F. O'Connell, Esq.: Trustee - BWPO Robert L. Paglia: Trustee - NWCF Marie Louise Palandjian: Trustee - NWCF Krishna Palepu: Trustee - PMI (10/01/12-12/31/12) Ernest Parizeau: Trustee - NWH, NWHC Gregory J. Pauly: Trustee - NCH Diane R. Pearl, M.D.: Trustee - NCH Bruce A. Percelay: Trustee - 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 Robert W. Pierce, Jr.: Trustee - MCL, MHC Pieter Pil, M.D.: Trustee - MVH, WNR Jennifer L. Porter: Trustee - MHC, MCL Ann L. Prestipino: Trustee - MVH, WNR Paula A. Price: Trustee - NWHC, NWH Mary G. Puma: Trustee - NSMC, NSMC HC Abrar A. Qureshi, M.D., M.P.H.: 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 (10/01/12-02/12/13); Trustee - NPO (10/01/12-02/12/13) 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 (10/01/12-01/31/13), OBG Patricia F. Ribakoff: Trustee - MGH, GHC Auguste E. Rimpel, Jr., Ph.D.: Trustee - MCL, MHC David J. Roberts, M.D.: Trustee - NSMC, NSMC HC, NSPG Michael A. F. Roberts: Chairman - NCH; Trustee - NCHF Francene Sussner Rodgers: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI K. Keith Roe: Trustee - NCH, NCHF Allan H. Ropper, M.D.: Trustee - BWPO Jerrold F. Rosenbaum, M.D.: Trustee - MGH, GHC Marc S. Rubin, M.D.: Trustee - NSMC & NSMC HC Roxanne C. Ruppel: Senior Vice President of Operations - NSMC; Trustee - NSPG
Officer & Trustee Titles (continued) Form 990, Part VII Martin A. Samuels, M.D.: Trustee - BWPO John Schaefer: Trustee - MVH, WNR Mark A. Schechter, M.D.: Trustee - NSPG Isaac Schiff, M.D.: Trustee - MGPO Frederick J. Schoen, M.D., Ph.D.: Treasurer & Trustee - PATH Scott A. Schoen: Chairman - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Scott Schuster: Trustee - BWPO, BWH, BWHC, BWFH Lee H. Schwamm, M.D.: Trustee - PCC (10/01/12-03/18/13), SRH (10/01/12-03/18/13), SHC (10/01/12-03/18/13), SKRH (10/01/12-03/18/13), FRC (10/01/12-03/18/13), PHC (10/01/12-03/18/13), RHCI (10/01/12-03/18/13) Steven E. Seltzer, M.D.: President & Trustee - RAD; Trustee - BWPO A. Alan Semine, M.D.: Trustee - NWHC (06/25/13-09/30/13), NWH (07/10/13-09/30/13) Mary E. Shaughnessy: Treasurer - PCC, SRH, SHC, RHCI, SKRH, FRC, PHC, HOS, HSC Stanton K. Shernan, M.D.: Trustee - ANES, BWPO (10/01/12-01/16/13) J. Dale Sherratt: Trustee - BWHC, BWH, BWPO, BWFH, PMI (07/01/13-09/30/13) Jeffrey N. Shribman, Esq.: Trustee - NSMC, NSMC HC David Silbersweig, M.D.: Trustee - BWPO Eric S. Silverman: Trustee - PCC (10/01/12-07/01/13), SRH (10/01/12-07/01/13), SHC (10/01/12-07/01/13), SKRH (10/01/12-07/01/13), FRC (10/01/12-07/01/13), PHC (10/01/12-07/01/13), RHCI (10/01/12-07/01/13) Richard N. Silverman: Trustee - NWCF Aneesh B. Singhal, M.D.: Trustee - PCC (03/26/13-09/30/13), SRH (03/26/13-09/30/13), RHCI (03/26/13-09/30/13), SKRH (03/26/13-09/30/13), FRC (03/26/13-09/30/13), SHC (03/26/13-09/30/13), PHC (03/26/13-09/30/13) Shirley L. Singleton: Trustee - NSMC & NSMC HC Ronald L. Skates: Trustee - MGPO 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, GHC Allen L. Smith, M.D. , M.S.: President, Chief Executive Officer & Trustee - BWPO, President & Trustee - BCP; Trustee - PMI 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 Gary A. Spiess, Esq.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI, NSMC, NSMC HC John W. Stakes, III, M.D.: Trustee - NCH Kathleen M. Stansky: Trustee - NWCF David J.R. Steele, M.D.: Trustee - MGPO (10/01/12-06/21/13) Anne E. Steer: Trustee - NWCF Judith R. Stewart: Trustee - NCHF Joan C. Stoddard, Esq.: Clerk - BCP, BRF David E. Storto: President - PCC, PHC (10/01/12-05/20/13); President & Trustee - SRH; President & Chairman - HOS; Trustee - SHC, RHCI, SKRH, FRC, HSC, PHC David J. Sugarbaker, M.D.: Trustee - BWPO Timothy D. Sweet: Chairman - MVH, WNR Khalid Syed, M.D.: Trustee - NSPG James D. Taiclet: Trustee - BWFH, BWH, BWHC 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, BWHC 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; Chairwoman - FBC Charles A. Vacanti, M.D.: President & Trustee - ANES; Trustee - BWPO Carol A. Vallone: Trustee - MCL, MHC Ron M. Walls, M.D.: Chairman - BWPO; Trustee - BWHC, BWH, BWFH Gerard P. Walsh: Treasurer - RADONC (10/01/12-01/31/13) Timothy J. Walsh: President & Trustee - MVH, WNR Andrew L. Warshaw, M.D.: Trustee - MVH, WNR, PMI (07/01/13-09/30/13) Rachel Scheer Wasserstrom: Clerk - OBG David L. Weltman: Secretary - PATH Rev. Gloria E. White-Hammond, M.D.: Trustee - BWHC (10/01/12-05/28/13), BWH (10/01/12-06/19/13), BWFH (10/01/12-06/19/13) Linda Whitlock: Trustee - BWHC, BWH, BWFH Stephen G. Woodsum: Trustee - MGH, GHC David B. Wright, Esq.: Secretary - NSMC, NSMC HC, NSPG John Wright, M.D.: Trustee - PCC, SRH, SHC, SKRH, FRC, PHC, RHCI Charles F. Wu: Trustee - NWH, NWHC Gwill York: Trustee - BWH, BWHC, BWFH 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
Bad Debt Expense Form 990, 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 $61,850,740.
Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 9 Other changes in net assets or fund balances relate to: - Change in funded status of defined benefit plans $830,789,889 - Equity Investment Activity $144,987,863 - BWH Radiation Oncology Research and Education Foundation, Inc. (RADONC) merged into another subordinate - Brigham and Women's Physicians Organization, Inc. (BWPO) effective January 31, 2013 $1,773,152 - Assets Released from Restriction/Capital $268,256 - Other Changes in Net Assets $22,502 - FAS 136 Eliminations - change FY12-FY13 ($938,000) Total $976,903,662
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


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

OMB No. 1545-0047
2012
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" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) 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" to 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 entity?
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
 
(3) Neighborhood Health Plan Inc (NHP)

253 Summer Street

Boston,MA02210
04-2932021 		Insurance MA 501(c)(4) NONE PHS
 
Yes
 
(4) Community Medical Alliance Inc

253 Summer Street

Boston,MA02210
04-3454185 		Insurance MA 501(c)(3) 11A NHP
 
Yes
 
(5) Cooley Dickinson Hospital Inc

30 Locust Street

Northampton,MA01060
22-2617175 		Hospital MA 501(c)(3) 3 CDHCC
 
Yes
 
(6) VNA & Hospice of Cooley Dickinson Inc

168 Industrial Drive

Northampton,MA01060
04-2104788 		Hospice Care MA 501(c)(3) 9 CDHCC
 
Yes
 
(7) Cooley Dickinson Health Care Corp CDHCC

30 Locust Street

Northampton,MA01060
04-2103561 		Admin Support MA 501(c)(3) 11B MGH
 
Yes
 
(8) CD Practice Associates Inc

POBox 911

Northampton,MA01060
04-3194547 		Healthcare MA 501(c)(3) 9 CDHCC
 
Yes
 
(9) McLean Child Care Center Inc

115 Mill Street

Belmont,MA02478
04-2932850 		Child Care MA 501(c)(3) 11 MHC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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 Onc

Old Road
Concord,MA01742
04-3410861 		Rad. Oncology MA GHC
  		Related 1,263,534 287,199   No 0   No 50.000 %
(2) PHS Bay Colony Fund

245 Parke Avenue
NY,NY10167
13-3887448 		Investments DE PPIA
  		Excluded 1,397,815 1,641,668   No -200,451   No 51.495 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to 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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Partners Community HealthCare Inc

800 Boylston Street
Boston,MA02199
04-3236175 		Healthcare MA PHS
  		C 0 0     No
(2) Newton-Wellesley Physician Hospital Org

2014 Washington Street
Newton,MA02462
04-3209749 		Healthcare MA NWHC
  		C 6,134,194 9,499,927 100.000 % Yes  
(3) BSC Inc

75 Francis Street
Boston,MA02115
04-2987478 		Telecommunica MA BWHC
  		C 0 0   Yes  








Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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-s) 		(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 6,509,974 FMV
(3) Brigham and Women's Hospital Inc

 1c 137,961,371 FMV
(4) BWH Anesthesia Research and Education Found

 1b 400,000 FMV
(5) Brigham and Women's Obstetrics and Gyn

 1b 500,000 FMV
(6) Brigham Pathology Research and Education Foun

 1b 203,355 FMV
(7) Brigham Radiology Research and Education Foun

 1b 1,369,832 FMV
(8) The McLean Hospital Corporation

 1c 2,714,735 FMV
(9) Martha's Vineyard Hospital Inc

 1a(i) 64,991 FMV
(10) Nantucket Cottage Hospital

 1a(i) 166,970 FMV
(11) Rehabilitation Hospital of the Cape and Isl

 1a(i) 18,761 FMV
(12) The General Hospital Corporation

 1a(iv 5,230,859 FMV
(13) Massachusetts General Physicians Org

 1a(iv 2,242,903 FMV
(14) The McLean Hospital Corporation

 1a(iv 670 FMV
(15) The General Hospital Corporation

 1c 203,921,972 FMV
(16) Massachusetts General Physicians Org

 1c 14,474,685 FMV
(17) The McLean Hospital Corporation

 1c 7,669,000 FMV
(18) The General Hospital Corporation

 1l 440,464 FMV
(19) Massachusetts General Physicians Org

 1l 100,091 FMV
(20) North Shore Medical Center Inc

 1b 4,783,749 FMV
(21) Newton-Wellesley Hospital

 1b 14,500,000 FMV
(22) The Spaulding Rehabilitation Hospital Corp

 1b 47,113,416 FMV
(23) Partners Home Care Inc

 1b 367,479 FMV
(24) FRC Inc

 1b 2,310,006 FMV
(25) Spaulding Hospital - Cambridge Inc

 1b 5,860,314 FMV
(26) Shaughnessy-Kaplan Rehabilitation Hospital

 1b 5,657,044 FMV
(27) Rehabilitation Hospital of the Cape and Isl

 1c 1,645,140 FMV
(28) The Spaulding Rehabilitation Hospital Corp

 1l 4,013,088 FMV
(29) Partners Home Care Inc

 1l 2,324,808 FMV
(30) FRC Inc

 1l 2,276,532 FMV
(31) Spaulding Hospital - Cambridge Inc

 1l 5,141,076 FMV
(32) Rehabilitation Hospital of the Cape and Isl

 1l 1,885,332 FMV
(33) Shaughnessy-Kaplan Rehabilitation Hospital

 1l 1,854,708 FMV
(34) WNR Inc

 1a(iv 53,332 FMV
(35) WNR Inc

 1k 210,864 FMV
(36) WNR Inc

 1l 864,049 FMV
(37) WNR Inc

 1o 106,064 FMV
(38) WNR Inc

 1q 625,714 FMV
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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 section 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) 2012
Schedule R (Form 990) 2012
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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