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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
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 province, country, and ZIP or foreign postal code
Boston, MA02199
D Employer identification number

90-0656139
E Telephone number

G Gross receipts $ 11,097,182,813
F Name and address of principal officer:
David F Torchiana MD
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
subordinates?
H(b)
Are all subordinates
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) ........ 3 606
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 373
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 63,919
6 Total number of volunteers (estimate if necessary) ............. 6 4,725
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 16,583,105
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 415,225
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,663,051,097 2,656,832,804
9 Program service revenue (Part VIII, line 2g) ......... 7,452,014,758 7,867,646,500
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 339,968,091 397,347,029
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 164,181,408 169,561,796
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,619,215,354 11,091,388,129
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 863,971,262 592,357,605
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) 5,580,444,022 5,831,246,746
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 312,164 238,853
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet54,722,485    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,847,903,564 4,036,155,669
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,292,631,012 10,459,998,873
19 Revenue less expenses. Subtract line 18 from line 12....... 326,584,342 631,389,256
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 13,371,605,172 14,701,370,735
21 Total liabilities (Part X, line 26)............. 5,155,057,278 5,989,632,954
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,216,547,894 8,711,737,781
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 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 $ 7,346,086,054 including grants of $ 584,461,117 ) (Revenue $ 7,827,333,125 )
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. Several years ago, Partners HealthCare launched a series of strategic initiatives to redesign care with an emphasis on improving quality and affordability. Multi-disciplinary teams from PHS and from Partners HealthCare hospitals were assembled to develop and implement strategies for change that focused on care redesign initiatives to improve patient care quality and outcomes and on patient affordability initiatives to manage cost growth and reduce per-unit costs in direct patient care and overhead. Since Partners HealthCare began those initiatives, the pressure to reduce healthcare costs has continued, and the healthcare industry has also been characterized by the growth of alternative contracts that emphasize accountability and quality over volume and by growing market competition and increased price sensitivity on the part of consumers, employers and provider groups. Building on the care redesign and patient affordability initiatives that were started several years ago, Partners HealthCare is committed to continuing to be a leader in clinical care and system innovation and to lead in the shift to value-driven healthcare in Massachusetts through the following strategic initiatives: 1) Population Health Management; 2) Network Strategy; 3) Contracting and Insurance Models; 4) Referral Networks and 5) Patient Affordability/Cost Management Partners HealthCare Acute Care Sector includes two of the most well respected academic medical centers in the United States, BWH and The General, and seven acute care community hospitals: Cooley, Faulkner, MVH, NCH, NWH and NSMC's 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 2014, ending September 30, 2014 Partners HealthCare recorded 150,520 admissions. Ambulatory Care: Each of Partners HealthCare's nine acute care hospitals provides emergency, ambulatory and outpatient care across major specialties. Combined, they comprise the largest outpatient network in Eastern Massachusetts. In 2014, Partners HealthCare acute care hospital based and non-hospital based ambulatory care programs resulted in approximately 1,809,000 routine visits, approximately 358,560 emergency services visits and approximately 913,400 home health visits. BWH provides outpatient services, including primary care, specialty care, diagnostics, imaging and ambulatory procedures at 127 ambulatory practices in 20 locations. Four practice sites on the BWH distributed main campus and the Brigham and Women's Ambulatory Care Center in Chestnut Hill house the majority of these practices, and the remainderare in satellites located southwest and south of Boston, including the Brigham and Women's/Mass General Health Care Center located at Patriot Place in Foxborough, Massachusetts. 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, outpatient substance abuse counseling and social services. The General provides many of its ambulatory care services in the Yawkey Center for Outpatient Care, the Wang Ambulatory Care Center, the Emergency Services Department and the MGH Cancer Center, all located on its main campus; at MGH West, an ambulatory care facility in Waltham; at Mass General/North Shore Center for Outpatient Care in Danvers; and at off-campus health centers in Boston's Back Bay and in Charlestown, Chelsea and Revere. Partners HealthCare community hospitals also offer extensive ambulatory care services. Faulkner offers an outpatient center in breast healthcare, and outpatient services at NWH include a cancer center, spine center, women's imaging center, 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, and an adult sleep center. At its Salem and Union campuses, 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, 2014. The General Hospital: GHC is licensed by the DPH to operate 1,046 beds, 999 of which were staffed as of September 30, 2014. 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 orthopaedics, 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. As of September 30, 2014, Faulkner's active and adjunct medical staff totaled 811. Approximately 88% of Faulkner's 487 active medical staff members were Board Certified in their specialties. Faulkner provides residency training in internal medicine and surgery in programs sponsored by BWH. It also serves as a training site for students of TUSM. Martha's Vineyard Hospital: MVH is a 25-bed acute care, critical access community hospital located on Martha's Vineyard, an island approximately 75 miles south of Boston. MVH provides inpatient and outpatient medical/surgical, orthopedic, pediatric, geriatric, gynecological, obstetrical, emergency and rehabilitation services. An affiliate of MVH operates the 106-bed Windemere Nursing & Rehabilitation Center, located on the main campus of MVH. MVH's active medical staff includes 14 primary care physicians (three internists, six family practitioners, three hospitalist and two pediatricians), three general surgeons, two obstetrician/gynecologists, two orthopedists, four dentists, two psychiatrists, and seven emergency medicine physicians. MVH 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 for stroke, newborn nursery and pain medicine. The General also provides medical oncology, radiology and anesthesia services to MVH. Nantucket Cottage
4b (Code:   ) (Expenses $ 1,957,832,433 including grants of $ 0 ) (Revenue $ 2,048,258,149 )
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, health services and epidemiological research. Each Partners HealthCare affiliate with major research operations - The General, BWH, Spaulding Boston and McLean - acts as a separate research grant recipient. However, PHS coordinates system-wide research activities. Partners HealthCare has developed the infrastructure to support its commitment to clinical research. The Partners HealthCare Clinical Research Office develops, negotiates and executes clinical research agreements and associated budgets between Partners HealthCare hospitals and outside parties, including pharmaceutical and biotechnology companies, and assists the hospitals in the preparation of clinical trial billing and Medicare coverage analyses. PHS also seeks synergies in obtaining funding and in the conduct of research across the system, including PCHI and other affiliates. Partners HealthCare also provides a system-wide approach to creating and facilitating affiliations with pharmaceutical and biotechnology companies. Partners HealthCare has the largest non-university-based, non-profit private medical research enterprise in the United States. In 2014, Partners HealthCare's total research expenditures were $1,416.5 million. Of this total, approximately $721.6 million (51%) was funded by NIH and other federal agencies. As of September 30, 2014, Partners HealthCare's committed future research funding was approximately $3.1 billion, an increase of over $400 million from September 30, 2013. The increase was driven by a 21% increase in new research awards, which totaled $1.4 billion as of September 30, 2014, as compared to $1.2 billion at September 30, 2013. Department of Health and Human Services (DHHS) awards, in particular, increased 64%, to $975.7 million in 2014 from $596.5 million in 2013. These awards represent multi-year commitments to future research funding, with DHHS awards having the longest funding duration. Other federal agencies that provide research funding to Partners HealthCare include the U.S. Department of Defense which has provided funding over the last 13 years to support The Center for Integration of Medicine & Innovative Technology (CIMIT), a consortium of BWH, The General, The Massachusetts Institute of Technology, Draper Laboratory and Beth Israel Deaconess Medical Center (BIDMC), including approximately $5 million per year in funding over the last four years.
4c (Code:   ) (Expenses $ 178,162,693 including grants of $ 0 ) (Revenue $ 174,687,232 )
Teaching: The Partners HealthCare hospitals have a long tradition of educating physicians, other healthcare professionals and biomedical scientists. Approximately 1,465 residents and 675 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 Medical School or TUFTS UNIVERSITY SCHOOL OF MEDICINE (TUSM) 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 Boston are principal clinical teaching sites for Harvard Medical School students in psychiatry and physiatry, respectively. Faulkner, NWH and NSMC are teaching affiliates of TUSM 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 many members of NWH's medical staff and the chiefs of its clinical departments hold TUSM 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 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.
(Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 25,274,442 )
Administrative Fees
(Code:   ) (Expenses $ 968,000 including grants of $ 0 ) (Revenue $ 895,336 )
Daycare Tuition
(Code:   ) (Expenses $ 39,481 including grants of $ 0 ) (Revenue $ 660,422 )
Partnership Revenue
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,007,481 including grants of $ 0 ) (Revenue $ 26,830,200 )
4e Total program service expensesMediumBullet9,483,088,661
Form 990 (2013)
Form 990 (2013)
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 other assistance to or for any foreign organization? 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 other assistance to or for foreign individuals? 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 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or 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........................... Click to see attachment
31
Yes
 
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...................... Click to see attachment
32
 
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 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
621
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
63,919
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” to line 3b, 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 (2013)
Form 990 (2013)
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 or note to any line 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
606
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
373
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review 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 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Dale Adler MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           533,675 0 51,047
(2) Cary W Akins MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           511,634 0 5,129
(3) Richard Alexander MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           261,195 0 42,877
(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       0 266,813 58,865
(7) Stanley W Ashley MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           646,319 0 63,524
(8) Richard C Bane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(9) Maureen Banks........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 482,174 59,028
(10) Robert L Barbieri MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       503,179 0 56,241
(11) William S Barker........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(12) David S Barlow........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(13) Joan M Barrett........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(14) Nesli Basgoz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           286,788 0 43,454
(15) W Geoffrey Beattie........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(16) Carolyn Beckerdorff........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(17) Judith G Belash........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
Form 990 (2013)
Form 990 (2013)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Sanford A Belden........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(19) Janis P Bellack PhD RN FAAN........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X           0 392,515 48,552
(20) Joan M Bengtson MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           244,904 0 48,816
(21) Sibel Bessim MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(22) Jeanne E Blake........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(23) Christine A Blaski MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           233,723 0 31,349
(24) Edward B Bloom........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(25) Michael L Blute Sr MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           963,610 0 57,676
(26) Sally Mason Boemer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 633,143 67,596
(27) Kenneth R Bordwieck........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(28) Betsy Broadman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(29) Kevin Bottomley........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(30) Debra K Brede........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(31) John F Brennan Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(32) Elaine L Bridge........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 451,253 57,361
(33) O'Neil A Britton MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 601,387 73,353
(34) Mary R Brown........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(35) David F Brown MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           571,467 0 57,812
(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           0 256,119 59,370
(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           399,487 0 56,903
(44) Alain A Chaoui MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           51,710 0 0
(45) Ennio A Chiocca MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,631,764 0 56,473
(46) William Reed Chisholm II........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(47) Joseph A Ciffolillo........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(48) Eugene Howard Clapp........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(49) Eileen Codyer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(50) Christopher M Coley MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           372,183 0 57,016
(51) Earl M Collier Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(52) G Drew Conway........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(53) Jennifer Costain........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           200,085 0 36,912
(54) William M Cowan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(55) Susan C Crampton........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(56) Thomas P Cunningham III........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           61,966 0 536
(57) Richard L Curtis MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           45,677 0 25,796
(58) Bruce Danziger........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(59) Robert A Danziger........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(60) Ernesto DaSilva MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           280,116 0 42,545
(61) Judith M Davenport DMD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(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) James M Donnelly MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(65) Terence P Doorly MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           722,167 0 50,167
(66) Peter M Doubilet MDPhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           540,601 0 54,887
(67) John P Drislane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(68) Molly Dunne........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(69) Brandon E Earp MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,214,518 0 55,915
(70) William R Elfers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(71) Khama Ennis-Holcombe MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(72) Arthur J Epstein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(73) Carlos Fernandez-del Castillo MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           745,804 0 61,271
(74) Anne M Finucane........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(75) Jennifer Cofer Flanagan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(76) Nancy S Foster........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(77) Bruce H Freedman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(78) Lawrence S Friedman MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           412,667 0 39,334
(79) Joseph P Frolkis MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           414,477 0 53,931
(80) Kathy George........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(81) Charles K Gifford........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(82) Lina Gillies........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           80,433 0 12,284
(83) Jeffrey A Golden MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       913,681 0 65,050
(84) Michael Goldstein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           90,000 0 0
(85) Arthur L Goldstein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(86) Benjamin A Gomez........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(87) William P Gorth........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(88) Michele L Gougeon MSc........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       356,110 0 65,764
(89) Thomas H Grape........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(90) Erwin L Greenberg........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(91) Peter T Greenspan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           362,820 0 57,023
(92) Sally Griggs........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(93) Maureen O Hackett........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(94) Gerard F Hadley........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 218,678 47,446
(95) Steven R Haley........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(96) Robert Handin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           270,917 0 50,861
(97) Jay R Harris MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           719,780 0 34,425
(98) Mitchel B Harris MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           473,225 0 50,452
(99) George Hartnell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           371,975 0 39,875
(100) Annemarie Heath........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           78,155 0 24,962
(101) Peter Helms........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(102) Brent L Henry Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X           0 1,136,119 52,886
(103) John W Henry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(104) Mairead Hickey PhD RN........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,201,602 0 71,315
(105) Kevin F Hickey........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(106) Richard E Holbrook........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(107) Albert A Holman III........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X   X       0 0 0
(108) H Robert Horvitz PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(109) Terrie E Inder MBCHB........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           429,542 0 7,283
(110) Ann T Ingram........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(111) David Ives........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(112) Alan Anthony James........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           294,932 0 27,522
(113) Melissa Weiner Janfaza........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(114) Andre' C Jasse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(115) Karen Jeknavorian........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           117,294 0 22,437
(116) Stephen R Jenney........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           245,345 0 48,980
(117) Mark D Johnson MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           402,251 0 50,845
(118) Lise C Johnson MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           191,775 0 29,850
(119) Patrick F Jordan III........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 542,982 68,554
(120) Leonard B Kaban DMD MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           526,489 0 61,131
(121) Steven E Kapfhammer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 317,943 46,966
(122) James L Kaplan PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(123) Sinesia Karol........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(124) Stephen R Karp........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(125) Steven M Kaye........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(126) Richard M Kelleher........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(127) Susan B Kelly........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       137,732 0 15,903
(128) Christopher J Kelly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(129) Edward T Kenyon........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(130) Barrett Kitch MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           330,348 0 21,434
(131) Anthony A Klein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(132) Wendell J Knox........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(133) Bhavani S Kodali MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           362,519 0 57,820
(134) Margaret M Koehm MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           271,618 0 42,454
(135) Joshua M Kraft........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(136) Jonathan A Kraft........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(137) Seth Kupferschmid MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           189,188 0 31,663
(138) Thomas S Kupper MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           542,970 0 53,987
(139) Kevin L Lake........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 0 0
(140) Pamela L Lawrence........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 306,247 56,192
(141) James J Lehane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(142) Jeffrey M Leiden MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(143) John A Lewis MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           382,496 0 51,903
(144) Erica J Liebermann........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           48,160 0 14,657
(145) Jay Loeffler MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           790,148 0 36,593
(146) Joseph Loscalzo MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................1.0 		X   X       666,741 0 56,629
(147) Stacey Lucchino........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(148) Stanley J Lukowski........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(149) Everett T Lyn MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           494,012 0 52,028
(150) Andrew Madden........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           151,187 0 46,404
(151) Frederick Mandell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(152) Peter K Markell........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X   X       0 1,840,934 611,653
(153) Joanne Marqusee........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 0 0
(154) Carl J Martignetti........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(155) Navneet Marwaha MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           253,799 0 32,918
(156) J Brian McCarthy........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(157) Terrence McGinnis........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(158) Maury E McGough MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 581,882 73,174
(159) Joseph C McNay........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(160) Caroline Ann Merrifield........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(161) Tracilee Messina........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(162) Joseph J Miaskiewicz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           287,678 0 44,306
(163) Edward Miller........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(164) Barry Mills........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(165) Cathy E Minehan........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(166) Michael A Molinar........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(167) G Marshal Moriarty Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(168) Laura B Morse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(169) Elizabeth A Mort Calcagni MD M........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           588,973 0 57,288
(170) Cynthia Morton PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           296,544 0 62,918
(171) John Mottern........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(172) Michael Muehe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(173) Stuart B Mushlin MDFACP........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           282,479 0 53,370
(174) Elizabeth G Nabel MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 1,394,896 1,092,673
(175) Albert Namias MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           258,091 0 25,840
(176) Philip A Nardone Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(177) Andrea Ng MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           414,901 0 53,101
(178) Robert G Norton........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 996,213 61,594
(179) John N Nunnelly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(180) Michael F O'Connell Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(181) Robert L Paglia........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(182) Marie Louise Palandjian........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(183) Krishna Palepu........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(184) Ernest C Parizeau........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(185) Timothy Parsons MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           335,526 0 32,231
(186) Gregory J Pauly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           516,582 0 54,561
(187) Diane R Pearl MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           294,231 0 55,994
(188) Bruce A Percelay........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(189) Donald M Perrin........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(190) H Bradlee Perry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(191) Dennis W Perry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(192) Patricia P Petraglia........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(193) Colette A M Phillips........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(194) Robert W Pierce Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(195) Pieter Pil MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           488,482 0 41,329
(196) Matthew M Pitoniak........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(197) Jennifer L Porter........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(198) Ann L Prestipino........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           530,433 0 48,187
(199) Allyson L Preston MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           403,108 0 46,699
(200) Paula A Price........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(201) Mary G Puma........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(202) Abrar A Qureshi MD MPH........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           398,485 0 51,640
(203) Phillip T Ragon........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(204) Ali S Raja MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           319,340 0 43,148
(205) Danielle K Ramdath........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(206) Ronald H Rappaport........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(207) Scott L Rauch MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 560,702 65,415
(208) Earle A Ray........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(209) Aurthur I Reade Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(210) Pamela D A Reeve........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(211) Nancy Rosenquest Reeves........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(212) Mitchell S Rein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           598,958 0 58,819
(213) Michael L Reney........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 512,647 55,353
(214) Patricia F Ribakoff........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(215) Auguste E Rimpel Jr PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(216) David J Roberts MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           271,822 0 40,231
(217) Michael AF Roberts........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(218) Francene Sussner Rodgers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(219) K Keith Roe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(220) Allan H Ropper MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           441,028 0 53,949
(221) Jerrold F Rosenbaum MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           470,911 0 57,208
(222) Henry W Rosenberg MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           71,803 0 26,601
(223) Marc S Rubin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           496,631 0 46,296
(224) Margaret A Russo MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           146,227 0 16,865
(225) Kathleen Scoble........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(226) Martin A Samuels MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           574,983 0 54,033
(227) Joan A Sapir........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           397,999 0 62,633
(228) John Schaefer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(229) Mark A Schechter MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           319,168 0 45,377
(230) Isaac Schiff MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           390,066 0 57,144
(231) Eric D Schlager........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(232) Frederick J Schoen MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       414,132 0 50,965
(233) Scott A Schoen........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(234) Scott Schuster........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(235) Ellen W Seely MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           256,538 0 52,881
(236) Steven E Seltzer MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       508,178 0 54,596
(237) A Alan Semine MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           69,160 0 21,284
(238) Ellen Senghas MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           112,721 0 7,062
(239) Stanton K Shernan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           559,822 0 58,845
(240) J Dale Sherratt........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(241) Jeffery N Shribman Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(242) Peter W Siersma MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           278,634 0 26,881
(243) David Silbersweig MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           555,173 0 53,993
(244) Richard N Silverman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(245) Aneesh B Singhal MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           367,072 0 56,052
(246) Shirley L Singleton........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(247) Ronald L Skates........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(248) J Jack Skowronski MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           259,895 0 44,832
(249) Peter L Slavin MD MBA........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 1,914,213 350,764
(250) Barry R Sloane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(251) Allen L Smith MD MS........................................................................
See Schedule O - O & T Titles
 50.0
.......................1.0 		X   X       653,718 0 64,526
(252) W Lloyd Snyder III........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(253) Josiah A Spaulding Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(254) Warren J Spector........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(255) Paula Ness Speers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(256) Gary A Spiess........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(257) Scott M Sperling........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(258) Charles P Staelin........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(259) John W Stakes III MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           331,770 0 59,045
(260) Kathleen M Stansky........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(261) Anne E Steer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(262) Judith R Stewart........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(263) David E Storto........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 599,488 166,040
(264) David J Sugarbaker MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           962,796 0 50,876
(265) Timothy D Sweet........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(266) Khalid Syed MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           390,301 0 46,653
(267) James D Taiclet........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(268) Elizabeth S Taylor........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 220,225 16,223
(269) Walter Teller........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(270) Clare M Tempany MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           487,546 0 54,255
(271) Henri A Termeer........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(272) Dorothy A Terrell........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(273) Jeffrey S Thomas........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(274) Richard D Thomson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(275) Alexander L Thorndike........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(276) Thomas S Thornhill MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           746,808 0 55,136
(277) John F Todd........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(278) David F Torchiana MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       2,424,181 0 270,462
(279) Mary Ann Tynan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(280) Charles A Vacanti MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       667,142 0 58,029
(281) Carol A Vallone........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(282) Ron M Walls MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           711,414 0 54,219
(283) Timothy J Walsh........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       449,036 0 61,695
(284) Andrew L Warshaw MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,118,847 0 66,517
(285) Kerry R Watson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 337,506 7,882
(286) Peter Weitzman MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           337,307 0 15,684
(287) Margo E Welch........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(288) Linda Whitlock........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(289) Stephen G Woodsum........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(290) John Wright MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           544,647 0 50,551
(291) Charles F Wu........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(292) Gwill York........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(293) Ross D Zafonte DO........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           580,140 0 56,880
(294) Michael J Zinner MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,074,752 0 55,188
(295) Geoffrey M Zucker MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(296) Stephen Cavanagh........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(297) Pauline Marney........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(298) Joshua L Abrams Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 182,412 48,636
(299) Sarah Arnholz Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 190,181 46,470
(300) Melissa P Brennan Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 139,581 34,866
(301) David J Burke........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       191,853 0 23,782
(302) Rodney A Carnifax........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 209,552 12,793
(303) Effie J Chan........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 108,899 5,701
(304) Brian F Chiango........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       371,683 0 54,211
(305) Amy Casey Connolly........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       117,792 0 40,230
(306) Richard Cornell........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       236,619 0 56,857
(307) Paul G Cushing Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 265,606 63,347
(308) Joan E Elias Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 227,589 57,182
(309) Karen M Flaherty RN........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       196,348 0 45,973
(310) Emily C Fogler Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 168,679 43,081
(311) Kevin T Giordano........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       69,966 0 14,844
(312) Margot K Hartmann MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       258,394 0 17,308
(313) James L Heffernan........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       524,484 0 61,520
(314) John R Higham Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 299,458 61,399
(315) William C Johnston........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       522,916 0 54,198
(316) Katherine M Kneeland Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 268,043 39,559
(317) Nidhi KumarEsq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 130,000 30,422
(318) David A Lagasse........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 311,729 61,292
(319) David McCready........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       374,148 0 63,108
(320) Craig Melin........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       480,614 0 36,485
(321) Gilbert H Mudge Jr MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 491,179 57,501
(322) Edward Olivier........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       36,730 0 4,768
(323) Rachel Scheer Wasserstrom........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       202,529 0 44,181
(324) Mary E Shaughnessy........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 356,520 56,583
(325) Joan C Stoddard Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 288,561 58,454
(326) Meredith A Wallace Olson........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       83,036 0 19,419
(327) David B Wright Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		    X       0 224,977 16,535
(328) Katrina Armstrong MD MSCE........................................................................
CHIEF OF SERVICE - GHC
 50.0
.......................0.0 		      X     1,027,060 0 23,447
(329) Susan M Beausoliel........................................................................
CHIEF OPERATING OFFICER - PHC
 50.0
.......................0.0 		      X     0 198,511 46,231
(330) Barbara E Bierer MD........................................................................
SR. VICE PRES. - BWH
 50.0
.......................0.0 		      X     513,751 0 68,638
(331) Arthur J Bowes........................................................................
SR. VICE PRES. - NSMC
 50.0
.......................0.0 		      X     0 275,829 54,837
(332) Maureen N Chesley........................................................................
VICE PRES. - PHC
 50.0
.......................0.0 		      X     0 169,755 40,320
(333) Kenneth Chisholm........................................................................
DIRECTOR - MVH
 50.0
.......................0.0 		      X     272,160 0 45,346
(334) Susan Dempsey........................................................................
VICE PRES. - BWFH
 50.0
.......................0.0 		      X     295,031 0 60,511
(335) Mary Beth DiFilippo........................................................................
VICE PRES. - SKRH
 50.0
.......................0.0 		      X     183,509 0 27,136
(336) Frank J Dingler........................................................................
EXECUTIVE DIRECTOR - CDPA
 50.0
.......................0.0 		      X     322,381 0 36,265
(337) James Ellison MD........................................................................
DIRECTOR - MCLEAN
 50.0
.......................0.0 		      X     223,322 0 58,524
(338) Joanne M Fucile........................................................................
VICE PRES. - SHC
 50.0
.......................0.0 		      X     223,921 0 34,894
(339) Mary Jo Gagnon........................................................................
SR. VICE PRES. - NSMC
 50.0
.......................0.0 		      X     0 250,784 42,624
(340) Gary W Garberg........................................................................
VICE PRES. - PHC
 50.0
.......................0.0 		      X     0 161,952 37,548
(341) Joseph Gold MD........................................................................
CHIEF MEDICAL OFFICER - MCLEAN
 50.0
.......................0.0 		      X     373,787 0 62,727
(342) George Gougian........................................................................
EXECUTIVE DIRECTOR - FRC
 50.0
.......................1.0 		      X     137,011 0 32,941
(343) Michael L Gustafson MD MBA........................................................................
PRESIDENT - BWFH
 50.0
.......................0.0 		      X     506,801 0 48,909
(344) Judy Hayes........................................................................
VICE PRES. - BWFH
 50.0
.......................0.0 		      X     291,669 0 48,251
(345) Paula M Hereau........................................................................
VICE PRES. - SRH
 50.0
.......................0.0 		      X     175,637 0 50,241
(346) Pardon R Kenney MD........................................................................
SURGEON IN CHIEF - BWFH
 50.0
.......................0.0 		      X     497,109 0 51,049
(347) Keith D Lillemoe MD........................................................................
SURGEON - IN - CHIEF - GHC
 50.0
.......................0.0 		      X     873,281 0 68,637
(348) Edward Liston-Kraft PhD........................................................................
VICE PRES. - BWFH
 50.0
.......................0.0 		      X     245,367 0 36,903
(349) Ellen Moloney........................................................................
SR. VICE PRES. & COO - NWH
 50.0
.......................0.0 		      X     0 352,295 47,270
(350) Stephanie N Nadolny........................................................................
VICE PRES. - RCHI
 50.0
.......................0.0 		      X     171,060 0 36,017
(351) Britain W Nicholson MD........................................................................
SR. VICE PRES. & CMO - GHC
 50.0
.......................0.0 		      X     733,078 0 57,353
(352) Mark Novotny MD........................................................................
VICE PRES. & CMO - CDH
 50.0
.......................0.0 		      X     433,012 0 38,099
(353) Sheila K Partridge MD........................................................................
MEDICAL DIRECTOR - NWH
 50.0
.......................0.0 		      X     528,950 0 37,406
(354) Edith Peter........................................................................
ASSISTANT TREAS & CFO - CDH
 50.0
.......................0.0 		      X     371,393 0 16,890
(355) Christine Reilly........................................................................
EXECUTIVE DIRECTOR - FRC
 50.0
.......................0.0 		      X     149,429 0 8,514
(356) Scott L Schissel MD PhD........................................................................
CHIEF OF MEDICINE - BWFH
 50.0
.......................0.0 		      X     272,460 0 50,870
(357) Leslie G Selbovitz MD........................................................................
SR. VICE PRES. & CMO - NWH
 50.0
.......................0.0 		      X     0 576,899 49,648
(358) Beatrice Thibedeau........................................................................
SR. VICE PRES. & CNO - NSMC
 50.0
.......................0.0 		      X     0 293,150 40,232
(359) Julie Tucker........................................................................
VICE PRES. NURSING - CDH
 50.0
.......................0.0 		      X     199,997 0 26,264
(360) Robert D Welch........................................................................
VICE PRES. - PCC
 50.0
.......................0.0 		      X     172,517 0 43,931
(361) William G Austen Jr MD........................................................................
SURGEON
 50.0
.......................0.0 		        X   1,276,026 0 61,591
(362) Lawrence H Cohn MD........................................................................
SURGEON
 50.0
.......................0.0 		        X   2,031,387 0 55,075
(363) Thomas Gill IV MD........................................................................
SURGEON
 50.0
.......................0.0 		        X   1,963,131 0 59,458
(364) Thomas F Holovacs MD........................................................................
SURGEON
 50.0
.......................0.0 		        X   1,319,673 0 59,459
(365) Jon P Warner MD........................................................................
SURGEON
 50.0
.......................0.0 		        X   1,705,475 0 59,458
(366) Thomas Lenkowski........................................................................
FORMER OFFICER - MVH,WNR
 50.0
.......................0.0 		          X 226,497 0 19,401
(367) Elizabeth M Azano Esq........................................................................
FORMER OFFICER - MGPO
 0.0
.......................50.0 		          X 0 122,180 33,255
(368) Christopher Clark Esq........................................................................
FORMER OFFICER - GHC,MGH
 50.0
.......................0.0 		          X 0 319,078 65,806
(369) Naomi Bass Esq........................................................................
FORMER OFFICER - SKRH, FRC
 50.0
.......................0.0 		          X 0 123,727 42,426
(370) Daniel J Gross........................................................................
FORMER OFFICER - NWH
 50.0
.......................0.0 		          X 0 465,692 65,802
(371) Michael S Jellinek MD........................................................................
FORMER OFFICER - NWAS
 50.0
.......................0.0 		          X 0 2,056,860 71,615
(372) David J Trull........................................................................
FORMER OFFICER - BWFH
 0.0
.......................0.0 		          X 0 123,650 0
(373) Thomas H Aretz MD........................................................................
FORMER KEY - PMI
 50.0
.......................0.0 		          X 0 474,057 58,057
(374) Dennis Ausiello MD........................................................................
FORMER KEY - GHC
 50.0
.......................0.0 		          X 690,072 0 57,073
(375) Franklin R Bringhurst MD........................................................................
FORMER KEY - GHC
 50.0
.......................0.0 		          X 294,118 0 57,187
(376) Steven D Browell MD........................................................................
FORMER KEY - NSPG
 50.0
.......................0.0 		          X 375,079 0 48,213
(377) James Ferriter........................................................................
FORMER KEY - MVH
 50.0
.......................0.0 		          X 209,127 0 44,511
(378) Michael A Gimbrone Jr MD........................................................................
FORMER KEY - BWH
 50.0
.......................0.0 		          X 254,356 0 55,236
(379) Joel Heller MD........................................................................
FORMER KEY - NSPG
 50.0
.......................0.0 		          X 385,474 0 46,468
(380) Jeanette Ives Erickson RN DN........................................................................
FORMER KEY - GHC
 50.0
.......................1.0 		          X 565,329 0 60,625
(381) Frederick Millham MD........................................................................
FORMER KEY - NWH
 50.0
.......................0.0 		          X 524,224 0 18,612
(382) Virginia Mirisola........................................................................
FORMER KEY - SKRH
 50.0
.......................0.0 		          X 0 187,619 51,725
(383) James A Mullen Jr........................................................................
FORMER KEY - CDH
 50.0
.......................0.0 		          X 252,412 0 11,034
(384) Harry W Orf PhD........................................................................
FORMER KEY - GHC
 50.0
.......................0.0 		          X 545,407 0 57,263
(385) Jeanne M Ryan........................................................................
FORMER KEY - VHCD
 50.0
.......................0.0 		          X 155,858 0 12,075
(386) Jacqueline A Somerville RN........................................................................
FORMER KEY - BWH
 50.0
.......................0.0 		          X 440,568 0 63,595
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 74,128,157 24,579,083 12,012,076
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet9,629
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Turner Construction Co, 855 Boyslton StreetBOSTONMA02114 Construction Svcs 42,660,139
Suffolk Construction Co, 99 Conifer Hill DriveDANVERSMA01923 Construction Svcs 38,781,557
Walsh Brothers, 210 Commercial StreetBOSTONMA02109 Construction Svcs 36,301,297
Angelica-Worcester, PO Box 823283PHIILADELPHIAPA191823283 Laundry Services 21,562,178
Blue Cross Blue Shield of Massachus, 41 Park DriveBOSTONMA02215 Medical Claims Svcs. 19,521,048
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet488
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 21,289,767
d Related organizations...1d 479,354,157
e Government grants (contributions)1e 724,671,462
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,431,517,418
g Noncash contributions included in lines
1a-1f:$ 		43,068,541
h Total. Add lines 1a-1f.......MediumBullet 2,656,832,804
Program Service RevenueAmt Business Code
2a PATIENT CARE AND RELATED SERVICES 621990 7,824,941,344 7,824,941,344    
b AMBULANCE INCOME 621910 2,391,781 2,391,781    
c RESEARCH AND EDUCATION REVENUE 541700 12,194,408 12,194,408    
d ADMINISTRATIVE FEES 561300 26,563,209 25,274,442 1,288,767  
e DAYCARE TUITION 624410 895,336 895,336    
f All other program service revenue . 660,422 660,422    
g Total. Add lines 2a–2f........MediumBullet 7,867,646,500
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 83,534,525   1,060,333 82,474,192
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 49,980,291     49,980,291
(i) Real (ii) Personal
6a Gross rents 34,858,979  
b Less: rental expenses    
c Rental income or (loss) 34,858,979 0
d Net rental income or (loss).......MediumBullet 34,858,979   10,821,486 24,037,493
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 313,812,504  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 313,812,504  
d Net gain or (loss)..........MediumBullet 313,812,504     313,812,504
8a Gross income from fundraising events (not including
$ 21,289,767
of contributions reported on line 1c). See Part IV, line 18 ..
a 2,113,193
b Less: direct expenses ...b 5,794,684
c Net income or (loss) from fundraising events..MediumBullet -3,681,491   -3,681,491
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 52,872,405     52,872,405
b CAFETERIA INCOME 722210 28,804,986     28,804,986
c CONSULTING SERVICES 541900 266,528   267,500 -972
d All other revenue .... 6,460,098   3,145,019 3,315,079
e Total. Add lines 11a–11d ...... MediumBullet 88,404,017
12 Total revenue. See Instructions......MediumBullet 11,091,388,129 7,866,357,733 16,583,105 551,614,487
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 21 584,461,117 584,461,117
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 7,896,488 7,896,488
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 66,230,068   66,230,068  
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 4,513,380,431 4,126,284,749 358,742,660 28,353,022
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 245,161,254 223,925,229 21,213,536 22,489
9 Other employee benefits ....... 789,177,749 709,090,731 71,307,095 8,779,923
10 Payroll taxes ........... 217,297,244 195,403,707 21,837,993 55,544
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 6,840,596 6,081,763 755,376 3,457
c Accounting ........... 41,363 39,256 2,107  
d Lobbying ........... 214 204 10  
e Professional fundraising services. See Part IV, line 17 238,853 238,853
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) ........ 832,448,891 734,029,273 92,457,666 5,961,952
12 Advertising and promotion .... 23,449,666 20,439,235 2,881,940 128,491
13 Office expenses ....... 1,252,473,031 1,122,815,193 126,026,919 3,630,919
14 Information technology ...... 44,264,490 40,078,884 4,146,214 39,392
15 Royalties .. 134,862 134,862    
16 Occupancy ........... 348,419,236 311,076,298 34,934,461 2,408,477
17 Travel ............ 40,774,851 37,123,753 3,081,098 570,000
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 8,764,665 8,163,559 576,888 24,218
20 Interest ........... 89,280,508 70,355,636 18,924,872  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 405,365,894 348,871,881 56,447,729 46,284
23 Insurance .............. 87,423,069 80,416,831 6,996,643 9,595
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 25,330,906 21,697,877 2,049,983 1,583,046
b NON-PATIENT BAD DEBT EXPENSE 2,211,622 2,206,923 4,699  
c NON CAPITAL EQUIPMENT 11,719,692 10,601,164 1,096,851 21,677
d OTHER RESEARCH EXPENSES 485,615,750 485,519,374 70,076 26,300
e All other expenses 371,596,363 336,374,674 32,402,843 2,818,846
25 Total functional expenses. Add lines 1 through 24e 10,459,998,873 9,483,088,661 922,187,727 54,722,485
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line 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 ......... 213,369,856 2 197,385,432
3 Pledges and grants receivable, net ........... 330,759,781 3 376,781,938
4 Accounts receivable, net ............. 878,561,766 4 981,793,550
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 121,679
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 ............. 51,381,742 7 5,375,166
8 Inventories for sale or use .............. 39,548,499 8 46,610,111
9 Prepaid expenses and deferred charges .......... 51,542,830 9 56,680,907
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,551,527,487
b Less: accumulated depreciation ..... 10b 3,293,157,190 3,868,386,885 10c 4,258,370,297
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 6,509,514,629 12 7,211,008,903
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 ........... 1,428,539,184 15 1,567,242,752
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 13,371,605,172 16 14,701,370,735
Liabilities 17 Accounts payable and accrued expenses ......... 1,827,674,550 17 2,324,806,940
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 24,926 19 439,460
20 Tax-exempt bond liabilities ............. 0 20 3,896,909
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 .... 1,196,590 24 0
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.................... 3,326,161,212 25 3,660,489,645
26 Total liabilities. Add lines 17 through 25......... 5,155,057,278 26 5,989,632,954
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 .............. 6,128,022,215 27 6,391,568,019
28 Temporarily restricted net assets ........... 1,423,882,703 28 1,561,118,789
29 Permanently restricted net assets ........... 664,642,976 29 759,050,973
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 ........... 8,216,547,894 33 8,711,737,781
34 Total liabilities and net assets/fund balances ........ 13,371,605,172 34 14,701,370,735
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
11,091,388,129
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,459,998,873
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
631,389,256
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
8,216,547,894
5
Net unrealized gains (losses) on investments ...............
5
3,614,979
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-139,814,348
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
8,711,737,781
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 (2013)
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 07 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
(I) CD PRACTICE ASSOCIATES INC
  		043194547 07 Yes   Yes   Yes   0
(J) VNA & HOSPICE OF COOLEY DICKINSON INC
  		042104788 07 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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 2,177,468,685 2,537,374,171 2,883,433,308 2,663,051,097 2,656,832,804 12,918,160,065
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 2,177,468,685 2,537,374,171 2,883,433,308 2,663,051,097 2,656,832,804 12,918,160,065
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).. 0
6 Public support. Subtract line 5 from line 4. 12,918,160,065
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 2,177,468,685 2,537,374,171 2,883,433,308 2,663,051,097 2,656,832,804 12,918,160,065
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 202,037,168 193,085,390 253,240,749 237,090,711 254,385,088 1,139,839,106
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..           0
11 Total support (Add lines 7 through 10). 14,057,999,171
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013

Schedule C (Form 990 or 990-EZ) 2013
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) 2010 (b) 2011 (c) 2012 (d) 2013 (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) 2013


Schedule C (Form 990 or 990-EZ) 2013
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
 
348,413
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
348,413
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
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.
Return Reference Explanation
Part II-B The Corporation may on occasion review proposed legislation for the purpose of determining the effect upon its tax-exempt purposes. The Corporation may on occasion also appear before a legislative committee, confer with legislators or otherwise attempt to influence legislation. However, it will not participate, in any way, in political campaigns. The Corporation's involvement in legislative activities constitutes an insubstantial part of its activities. 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 2014 19.44% of its membership dues were used for lobbying purposes.
Schedule C (Form 990 or 990EZ) 2013

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013

Schedule D (Form 990) 2013
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 .... 1,879,867,173 1,743,211,839 1,601,592,324 1,608,039,028 1,470,052,662
b Contributions ........ 63,279,981 37,627,277 44,689,578 29,202,553 18,219,969
c Net investment earnings, gains, and losses 165,579,197 173,355,610 173,953,391 21,509,517 144,155,773
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		90,842,181 77,206,484 77,023,454 57,158,774 24,389,065
f Administrative expenses ....          
g End of year balance ...... 2,017,884,170 1,876,988,242 1,743,211,839 1,601,592,324 1,608,039,339
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet46.230 %
b
Permanent endowment SchDMd Bullet21.720 %
c
Temporarily restricted endowment SchDMd Bullet32.050 %
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................. 19,013,253 133,054,894 152,068,147
b Buildings ................ 10,515,184 5,102,071,075 2,500,695,777 2,611,890,482
c Leasehold improvements ............   324,271,020 165,583,668 158,687,352
d Equipment ................   1,206,488,979 616,473,599 590,015,380
e Other .................   756,113,082 10,404,146 745,708,936
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,258,370,297
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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 		6,925,595,064 F

(B) INVESTED CASH EQUIVALENTS 		52,040,046 F

(C) EQUITIES 		171,081,150 F

(D) US GOVT & OTHER FIXED INC SEC 		48,069,042 F

(E) PRIVATE PARTNERSHIPS & OTHER 		14,223,601 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 7,211,008,903
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEF FINANCING/ACQUIS COSTS 10,757,663
(2) INVESTMENT IN PARTNERSHIPS 4,518,879
(3) CASH SURR VALUE OF LIFE INS 6,821,221
(4) DUE FROM AFFILIATES 183,806,675
(5) CONTRIBUTIONS REC FROM TRUST 18,784,804
(6) INV IN NET ASSESTS OF AFFIL 891,954,065
(7) OTHER ASSETS 450,599,445


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,567,242,752
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DUE TO AFFILIATES 263,630,804
PARTNERS HEALTHCARE SYSTEM CAP 3,035,341,255
CAPITAL LEASE OBLIGATIONS 4,642,808
DUE TO 3RD PARTY PAYORS 58,989,413
CURRENT PORTION OF SETTLEMENT 59,471,707
UNEXPENDED FUNDS ON RESEARCH G 183,222,487
OTHER LIABILITIES 55,191,171


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,660,489,645
2. Liability for uncertain tax positions 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) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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
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.
Return Reference Explanation
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.
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.
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.
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) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (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     Program Services Pat. Care, Res. & Educ 220,288
Central America and the Caribbean     Program Services Jointly Owned for Ins. 98,346,015
Central America and the Caribbean     Program Services Int'l Grants 290,423
East Asia and the Pacific     Program Services Pat. Care, Res. & Educ 1,240,382
East Asia and the Pacific     Program Services International Grants 81,669
Europe (Including Iceland and Greenland)     Program Services Pat. Care, Res. & Educ 9,070,419
Europe (Including Iceland and Greenland)     Program Services International Grants 2,565,762
Middle East and North Africa   2 Program Services Pat. Care, Res. & Educ 560,365
Middle East and North Africa     Program Services International Grants 38,228
North America     Program Services Pat. Care, Res. & Educ 10,225,301
North America     Program Services International Grants 208,624
Russia and the Newly Independent States     Program Services Pat. Care, Res. & Educ 104,690
Russia and the Newly Independent States     Program Services International Grants 112,048
South America     Program Services Pat. Care, Res. & Educ 1,219,946
South America     Program Services International Grants 278,095
South Asia   1 Program Services Pat. Care, Res. & Educ 945,518
South Asia     Program Services International Grants 632,040
Sub-Saharan Africa   20 Program Services Pat. Care, Res. & Educ 4,880,302
Sub-Saharan Africa     Program Services International Grants 3,689,599
3a Sub-total .....   3 126,139,813
b Total from continuation sheets to Part I ...   20 8,569,901
c Totals (add lines 3a and 3b)   23 134,709,714
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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 non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean Medical Res. 285,723 Wire Transf.      
East Asia and the Pacific Medical Res. 64,170 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 11,830 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 5,691 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 76,750 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 100,000 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 165,218 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 18,000 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 132,060 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 183,368 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 5,507 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 117,541 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 24,300 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 418,345 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 132,867 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 20,935 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 58,475 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 21,600 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 195,540 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 101,538 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 53,778 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 143,692 Wire Transf.      
Europe (Including Iceland and Greenland) Medical Res. 298,102 Wire Transf.      
Middle East and North Africa Medical Res. 27,000 Wire Transf.      
Middle East and North Africa Medical Res. 7,228 Wire Transf.      
North America Medical Res. 20,500 Wire Transf.      
North America Medical Res. 70,000 Wire Transf.      
North America Medical Res. 11,015 Wire Transf.      
North America Medical Res. 33,183 Wire Transf.      
North America Medical Res. 57,426 Wire Transf.      
Russia and the Newly Independent States Medical Res. 93,604 Wire Transf.      
South America Medical Res. 140,305 Wire Transf.      
South America Medical Res. 98,049 Wire Transf.      
South America Medical Res. 23,741 Wire Transf.      
South Asia Medical Res. 27,206 Wire Transf.      
South Asia Medical Res. 198,822 Wire Transf.      
South Asia Medical Res. 368,499 Wire Transf.      
South Asia Medical Res. 9,900 Wire Transf.      
South Asia Medical Res. 27,613 Wire Transf.      
Sub-Saharan Africa Medical Res. 27,082 Wire Transf.      
Sub-Saharan Africa Medical Res. 17,276 Wire Transf.      
Sub-Saharan Africa Medical Res. 48,346 Wire Transf.      
Sub-Saharan Africa Medical Res. 26,609 Wire Transf.      
Sub-Saharan Africa Medical Res. 44,027 Wire Transf.      
Sub-Saharan Africa Medical Res. 30,579 Wire Transf.      
Sub-Saharan Africa Medical Res. 41,067 Wire Transf.      
Sub-Saharan Africa Medical Res. 26,630 Wire Transf.      
Sub-Saharan Africa Medical Res. 143,511 Wire Transf.      
Sub-Saharan Africa Medical Research 96,084 Wire Transf.      
Sub-Saharan Africa Medical Res. 782,028 Wire Transf.      
Sub-Saharan Africa Medical Res. 9,116 Wire Transf.      
Sub-Saharan Africa Medical Res. 343,585 Wire Transf.      
Sub-Saharan Africa Medical Res. 382,571 Wire Transf.      
Sub-Saharan Africa MEDICAL RES. 753,892 Wire Transf.      
Sub-Saharan Africa MEDICAL RES. 64,462 Wire Transf.      
Sub-Saharan Africa MEDICAL RES. 107,412 Wire Transf.      
Sub-Saharan Africa MEDICAL RESEARCH 94,334 Wire Transf.      
Sub-Saharan Africa MEDICAL RESEARCH 640,653 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
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 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 Central America and the Caribbean 1 1,200 WIRE TRASF.      
Medical Research East Asia and the Pacific 4 15,700 WIRE TRASF.      
Medical Research Europe (Including Iceland and Greenland) 20 269,136 WIRE TRANSF.      
Medical Research Middle East and North Africa 1 4,000 WIRE TRASF.      
Medical Research North America 5 16,500 WIRE TRANSF.      
Medical Research Russia and the Newly Independent States 2 18,444 WIRE TRANSF.      
Medical Research South America 2 16,000 WIRE TRANSF.      
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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 organization may 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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
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) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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.
Form 990-EZ filers are not required to complete this part.
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
CANNON HILL ASSOCIATES
293 WHIDAH ROAD
 
NORTH CHATAM, MA02650 		Fundraising Strategy   No 0 86,970 0
LIGHTHOUSE MEDIA SOLUTIONS
396 MAIN STREET SUITE 15
 
HYANNIS, MA02601 		Fundraising Strategy   No 134,906 56,000 78,906
MARK A EDWARDS COMPANY
75 GARDENER ROAD
 
BROOKLINE, MA02445 		Fundraising Strategy   No 0 35,000 0
ELIZABETH GARVIN CONSULTING
213 LINCOLN STREET
 
NEWTON, MA02461 		Fundraising Strategy   No 0 21,837 0
EVE K NICHOLS
14 BASKIN ROAD
 
LEXINGTON, MA02421 		Fundraising Strategy   No 0 18,813 0
GALLER GROUP
1581 BRICKELL AVE
 
MIAMI, FL33129 		Fundraising Strategy   No 185,500 11,833 173,667
GLOBAL PHILANTHROPY GROUP
PO BOX 252176
 
LOS ANGELES, CA90025 		FUNDRAISING STRATEGY   No 0 8,400 0
             
             
             
Total .................right arrow 320,406 238,853 252,573
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
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

2014 POPS
(event type) 		(b) Event #2

2014 MGH GALA
(event type) 		(c) Other events

201
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,912,871 1,597,453 18,761,256 23,271,580
2 Less: Contributions . . 2,617,931 1,380,678 17,134,014 21,132,623
3 Gross income (line 1
minus line 2) . . . 		294,940 216,775 1,627,242 2,138,957
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Noncash prizes . . 27,379 0 23,872 51,251
6 Rent/facility costs . . 25,130 3,868 564,387 593,385
7 Food and beverages . 209,162 156,893 628,199 994,254
8 Entertainment . . . 264,387 1,200 48,951 314,538
9 Other direct expenses . 658,320 221,418 2,940,015 3,819,753
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 5,773,181
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -3,634,224
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. Subtract line 7 from line 1, 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) 2013
Schedule G (Form 990 or 990-EZ) 2013
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. 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).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
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.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) .. 		    114,406,878 25,912,984 88,493,894 1.170 %
b Medicaid (from Worksheet 3,
column a) .... 		    734,219,173 507,752,927 226,466,246 2.990 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    848,626,051 533,665,911 314,960,140 4.160 %
Other Benefits
     44,123,881 10,186,732 33,937,149 0.450 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    273,542,719 57,376,251 216,166,468 2.860 %
g Subsidized health services
(from Worksheet 6) .. 		    24,200,000   24,200,000 0.320 %
h Research (from Worksheet 7)     1,355,156,397 1,183,750,082 171,406,315 2.270 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    2,120,450   2,120,450 0.030 %
j Total. Other Benefits ..     1,699,143,447 1,251,313,065 447,830,382 5.930 %
k Total. Add lines 7d and 7j .     2,547,769,498 1,784,978,976 762,790,522 10.090 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
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
25,804,883
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
1,379,378,181
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,571,535,589
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-192,157,408
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) 2013
Schedule H (Form 990) 2013
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?14
Name, address, primary website address, and state license number 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp 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      
14 Cooley Dickinson Hospital Inc
30 Locust Street
Northhampton,MA01060
www.cooley-dickinson.org 		X X         X      
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
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)
Cooley Dickinson Hospital Inc
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		14
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 persons who represent the broad interests 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
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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) 2013
Schedule H (Form 990) 2013
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   No
If "Yes," indicate the FPG family income limit for eligibility for discounted care:   %
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. 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?81
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
77 Cooley Dickinson South Deerfield Center
21 B Elm Street 1st Floor
South Deerfield,MA01373 		Outpatient Clinic
78 COOLEY DICKINSON HOSPITAL
170 UNIVERSITY DRIVE
AMHERST,MA01002 		OUTPATIENT CLINIC
79 THE COOLEY DICKINSON HOSPITAL OUTPATIENT
10 COLLEGE HIGHWAY
SOUTHAMPTON,MA01073 		OUTPATIENT CLINIC
80 COOLEY DICKINSON HOSPITAL REHAB SERV
58 OLD NORTH ROAD SUITE 1
WORTHINGTON,MA01098 		OUTPATIENT REHAB CLINIC
81 COOLEY DICKINSON HOSPITAL REHAB SERV
380 RUSSELL STREET 1ST FLOOR
HADLEY,MA01035 		OUTPATIENT REHAB CLINIC
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Schedule H (Form 990) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 106,253,234       To support 501(c)(3) tax-exempt parent Patient care Patient care Patient care Patient care Patient care Patient care To support 501(c)(3) tax-exempt parent Patient care To develop an integ. health care system Patient care Patient care To support 501(c)(3) tax-exempt parent Patient care Patient care Fundraising Child care To support 501(c)(3) tax-exempt parent Patient Care Patient care Med. Res. & Educ. Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Program Community Benefit Prog
(2) Newton-Wellesley Hospital
2014 Washington Street
Newton,MA02462 		04-2103611 501(c)(3) 35,294,343       Patient care
(3) The Brigham and Women's Hospital Inc
75 Francis Street
Boston,MA02115 		04-2312909 501(c)(3) 15,264,970       Patient care
(4) The Spaulding Rehabilitation Hospital Corp
300 First Avenue
Charlestown,MA02129 		04-2551124 501(c)(3) 6,285,201       Patient care
(5) The General Hospital Corporation
55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 53,276       Patient care
(6) Brigham and Women's Faulkner Hospital Inc
1153 Centre Street
Boston,MA02130 		04-2768256 501(c)(3) 5,029,264       Patient care
(7) Partners Home Care Inc
281 Winter Street
Waltham,MA02451 		04-2918280 501(c)(3) 3,013,016       Patient care
(8) Brigham and Women's Health Care Inc
75 Francis Street
Boston,MA02115 		04-2921338 501(c)(3) 128,976,405       Patient care
(9) North Shore Physicians Group Inc
81 Highland Avenue
Salem,MA01970 		04-3080484 501(c)(3) 10,453,162       Patient care
(10) Partners HealthCare System Inc
800 Boylston Street
Boston,MA02199 		04-3230035 501(c)(3) 148,050,514       To support 501(c)(3) tax-exempt parent
(11) North Shore Medical Center Inc
81 Highland Avenue
Salem,MA01970 		04-3399616 501(c)(3) 62,630,000       Patient care
(12) McLean HealthCare Inc
115 Mill Street
Belmont,MA02478 		20-4572876 501(c)(3) 21,248,550       Patient care
(13) Partners Continuing Care Inc
800 Boylston Street
Boston,MA02199 		26-0003495 501(c)(3) 6,773,022       To develop an integ. health care system
(14) Spaulding Hospital - Cambridge Inc
1575 Cambridge Street
Cambridge,MA02138 		27-0273715 501(c)(3) 4,253,029       Patient care
(15) Newton-Wellesley Ambulatory Services Inc
2014 Washington Street
Newton,MA02462 		22-2560501 501(c)(3) 6,200,000       Patient care
(16) Newton-Wellesley Hospital Charitable Found
2014 Washington Street
Newton,MA02462 		04-3455952 501(c)(3) 1,004,938       Patient care
(17) Newton-Wellesley Children's Corner Inc
2014 Washington Street
Newton,MA02462 		04-2650246 501(c)(3) 170,000       Patient care
(18) Cooley Dickinson HealthCare Inc
30 Locust Street
Northampton,MA01060 		04-2103561 501(c)(3) 647,000       Patient care
(19) CD Practice Associates
PO Box 911
Northampton,MA01060 		04-3194547 501(c)(3) 8,702,000       To support 501(c)(3) tax-exempt parent
(20) Brigham and Women's Physicians Organization
75 Francis Street
Boston,MA02115 		04-3466314 501(c)(3) 3,378,341       Patient care
(21) BWH Anesthesia Research and Education F
75 Francis Street
Boston,MA02115 		04-3492603 501(c)(3) 3,756,617       Community Benefit Program
(22) East Boston Neighborhood Health Center
10 Gove Street MA 02128
East Boston,MA02128 		23-7425849 501(c)(3) 1,400,000       Community Benefit Program
(23) North Shore Community Health Inc
27 Congress Street
Salem,MA01970 		04-2610447 501(c)(3) 1,061,000       Community Benefit Program
(24) Lynn Community Health Center
269 Union Street
Lynn,MA01901 		04-2525066 501(c)(3) 595,069       Community Benefit Program
(25) Hope Lodge
125 South Huntington Avenue
Boston,MA02130 		13-1788491 501(c)(3) 400,000       Community Benefit Program
(26) North Shore Community Health Inc
27 Congress Street Suite 504
Salem,MA01970 		04-2610447 501(c)(3) 257,735       Community Benefit Program
(27) Timilty Middle School
205 Roxbury Street
Roxbury,MA02119 		22-2514422 501(c)(3) 214,286       Community Benefit Program
(28) Boston Health Care for the Homeless Program
729 Massachusetts Avenue
Boston,MA02118 		04-3160480 501(c)(3) 208,000       Community Benefit Program
(29) Mission Hill Neighborhood Housing Services
1620 Tremont Street
Boston,MA02120 		23-7428011 501(c)(3) 200,000       Community Benefit Program
(30) Mass Coalition for the Homeless
15 Bubier St
Lynn,MA01901 		22-2599662 501(c)(3) 150,000       Community Benefit Program
(31) Mattapan Community Health Center
1425 BLUE HILL AVENUE
Mattapan,MA02126 		04-2544151 501(c)(3) 110,000       Community Benefit Program
(32) Revere Public Schools - Revere Cares
101 School Street
Revere,MA02151 		04-6001412 501(c)(3) 110,000       Community Benefit Program
(33) HAWC
27 Congress Street
Salem,MA01970 		04-2655367 501(c)(3) 104,210       Community Benefit Program
(34) Essex County Community Foundation
175 Andover Street
Danvers,MA01923 		04-3407816 501(c)(3) 103,536       Community Benefit Program
(35) GIRLS INCORPORATED OF LYNN
50 HIGH STREET
Lynn,MA01902 		04-2104250 501(c)(3) 103,120       Community Benefit Program
(36) City of Revere - Revere on the Move
45 School Street
Boston,MA02108 		22-3061699 501(c)(3) 99,700       Community Benefit Program
(37) Mission Hill Health Movement
1534 Tremont Street
Roxbury,MA02120 		04-2581620 501(c)(3) 75,000       Community Benefit Program
(38) United Way of Mass Bay Inc
51 Sleeper Street
Boston,MA02210 		04-2382233 501(c)(3) 65,000       Community Benefit Program
(39) Boston Housing Authority
95 Berkeley Street
Boston,MA02116 		04-3576423 501(c)(3) 64,648       Community Benefit Program
(40) Dana Farber Cancer Institute
450 Brookline Avenue
Boston,MA02215 		04-2263040 501(c)(3) 63,726       Community Benefit Program
(41) CCHERS
716 Columbus Ave Suite 398
Boston,MA02120 		04-3112225 501(c)(3) 60,000       Community Benefit Program
(42) Boston Public Health Commission
1010 Mass Ave
Boston,MA02118 		04-3316655 501(c)(3) 55,945       Community Benefit Program
(43) Boston Private Industry Council
2 Oliver Street 7th Floor
Boston,MA02109 		04-7267661 501(c)(3) 55,000       Community Benefit Program
(44) Martha's Vineyard Boards of Health - Edgartown MA
PO Box 5158
Edgartown,MA02539 		04-6001143 501(c)(3) 51,670       Community Benefit Program
(45) Martha's Vineyard Community Services Inc
111 Edgartown Road
Oakbluffs,MA02557 		04-2301598 501(c)(3) 51,670       Community Benefit Program
(46) Martha's Vineyard Councils on Aging Collaborative
PO Box 1327
Oakbluffs,MA02557 		04-6001255 501(c)(3) 51,670       Community Benefit Program
(47) Vineyard Nursing Association Inc
15 Merchants Court PO Box 399
Vineyard Haven,MA02568 		22-2557839 501(c)(3) 51,670       Community Benefit Program
(48) A B C D Parker Hill Fenway Neighborhood
714 Parker Street
Roxbury,MA02120 		04-2304133 501(c)(3) 51,500       Community Benefit Program
(49) Camp Harborview Foundation
200 Clarendon St 60th Floor
Boston,MA02119 		75-3235491 501(c)(3) 50,000       Community Benefit Program
(50) Sociedad Latina
1530 Tremont Street
Roxbury,MA02120 		04-2678255 501(c)(3) 43,200       Community Benefit Program
(51) Orthopedic Education & Research Foundation
18444 N 25th Ave
Phoenix,AZ85023 		20-0574111 501(c)(3) 37,000       Community Benefit Program
(52) John F Kennedy Family Service Center
55 Bunker Hill St
Charlestown,MA02129 		04-2373976 501(c)(3) 35,352       Community Benefit Program
(53) ROCA
101 Park Street
Chelsea,MA02150 		22-3223641 501(c)(3) 35,000       Community Benefit Program
(54) Roxbury Presbyterian Church Social Impact Center
328 Warren Street
Roxbury,MA02119 		04-3506648 501(c)(3) 33,000       Community Benefit Program
(55) Collaborative for Educational Services
97 Hawley Street
Northampton,MA01060 		04-2562893 501(c)(3) 30,805       Community Benefit Program
(56) Boys and Girls Club of Boston
50 Congress Street Suite 730
Boston,MA02109 		04-2103922 501(c)(3) 30,000       Community Benefit Program
(57) Sportsmen's Tennis & Enrichment Center
950 Blue Hill Ave
Dorchester,MA02124 		23-7037183 501(c)(3) 30,000       Community Benefit Program
(58) City of Easthampton Health Department
50 Payson Avenue
Easthampton,MA01027 		04-6001141 501(c)(3) 29,789       Community Benefit Program
(59) Tobin Community Center
1481 Tremont Street
Roxbury,MA02120 		04-3103865 501(c)(3) 29,200       Community Benefit Program
(60) Casa Latina
140 Pine Street
Florence,MA01062 		22-2477843 501(c)(3) 29,000       Community Benefit Program
(61) American Heart Association
7272 Greenville Ave
Dallas,TX75231 		13-5613797 501(c)(3) 27,500       Community Benefit Program
(62) Pioneer Valley Planning Commission
60 Congress Street
Springfield,MA01104 		04-2376717 501(c)(3) 26,940       Community Benefit Program
(63) Kadre Health Solutions
220 Reservoir St
Needham,MA02494 		04-2103611 501(c)(3) 25,592       Community Benefit Program
(64) Boston Scholar Athletes Program
65 Allerton Street
Boston,MA02119 		27-3987854 501(c)(3) 25,000       Community Benefit Program
(65) CAMP HARBOR VIEW (co The Connors Family Office)
200 Clarendon Street 60th Floor
Boston,MA02116 		75-3235491 501(c)(3) 25,000       Community Benefit Program
(66) Mission Safe
1481 Tremont Street
Roxbury,MA02120 		04-3457195 501(c)(3) 24,200       Community Benefit Program
(67) Lynn Community Health Center
PO Boz 526
Lynn,MA01903 		04-2525066 501(c)(3) 21,890       Community Benefit Program
(68) Asian Women for Health
83 Wallace Street
Sommerville,MA02144 		32-0390494 501(c)(3) 21,500       Community Benefit Program
(69) Upham's Corner Health Center
500 Columbia Road
Dorchester,MA02125 		23-7211732 501(c)(3) 20,000       Community Benefit Program
(70) YMCA of Metro North
20 Neptune Blvd
Lynn,MA01902 		04-2105883 501(c)(3) 20,000       Community Benefit Program
(71) Brain Injury Association - MA
30 Lyman Street Suite 10
Westborough,MA01581 		04-2753269 501(c)(3) 20,000       Community Benefit Program
(72) MA Department of Conservation and Recreation
PO Box 484
Amherst,MA01004 		04-6002284 501(c)(3) 20,000       Community Benefit Program
(73) MA Department of Developmental Services
600 Washington Street
Boston,MA02114 		04-6002284 501(c)(3) 20,000       Community Benefit Program
(74) John F Kennedy Family Service Center
55 Bunker Hill St
Charlestown,MA02129 		04-2373976 501(c)(3) 18,628       Community Benefit Program
(75) Greater Lynn Senior Services
8 Silsbee Street
Lynn,MA01901 		04-2581129 501(c)(3) 18,144       Community Benefit Program
(76) Kennedy Academy for Health Careers
110 The Fenway
Boston,MA02115 		27-2438940 501(c)(3) 18,000       Community Benefit Program
(77) Mission Hill Main Streets Inc
1534 Tremont Street
Roxbury,MA02120 		04-3400164 501(c)(3) 15,000       Community Benefit Program
(78) Urban Improv
8 St John Street
Jamaica Plain,MA02130 		04-2789576 501(c)(3) 15,000       Community Benefit Program
(79) American Heart Association
300 5th Ave Suite 6
Waltham,MA02451 		13-5613797 501(c)(3) 15,000       Community Benefit Program
(80) Boston Private Industry Council
2 Oliver St
Boston,MA02109 		04-2676661 501(c)(3) 15,000       Community Benefit Program
(81) Charlestown Against Drugs
Charlestown
Charlestown,MA02129 		04-3172521 501(c)(3) 15,000       Community Benefit Program
(82) Charlestown Community Centers
255 Medford St
Charlestown,MA02129 		04-3330182 501(c)(3) 15,000       Community Benefit Program
(83) Charlestown Lacrosse and Learning Center
14 Green St
Charlestown,MA02129 		04-3484770 501(c)(3) 15,000       Community Benefit Program
(84) Health and Education Services (HES)
Zero Centennial Drive
Peabody,MA01960 		04-2777145 501(c)(3) 15,000       Community Benefit Program
(85) Multiservice Eating Disorder Association
92 Pearl Street
Newton,MA02458 		04-3224394 501(c)(3) 15,000       Community Benefit Program
(86) Health Careers Connection
300 Frank Ogawa Plaza Ste 243
Oakland,CA94612 		25-1904312 501(c)(3) 13,000       Community Benefit Program
(87) Edward M Kennedy Academy Foundation
110 The Fenway
Boston,MA02115 		27-2438940 501(c)(3) 12,500       Community Benefit Program
(88) Waltham West Suburban Chamber
84 South St
Waltham,MA02453 		04-1944360 501(c)(3) 11,880       Community Benefit Program
(89) Atlantic City Rescue Mission
2009 Bacharach Blvd
Atlantic City,NJ08404 		22-6076337 501(c)(3) 11,500       Community Benefit Program
(90) Kenneth B Schwartz Center
55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 10,250       Community Benefit Program
(91) Edward M Kennedy Academy
360 Huntington Ave
Boston,MA02115 		04-3418167 501(c)(3) 10,000       Community Benefit Program
(92) Greater Boston chamber of Commerce
265 Franklin Street
Boston,MA02110 		04-1103090 501(c)(3) 10,000       Community Benefit Program
(93) Higher Ground
384 Warren Street 3rd Floor
Boston,MA02120 		27-3660369 501(c)(3) 10,000       Community Benefit Program
(94) Joslin Diabetes Center
One Joslin Place
Boston,MA02215 		04-2203836 501(c)(3) 10,000       Community Benefit Program
(95) Longwood Symphony Orchestra
10 Guest Street Suite 295
Boston,MA02135 		04-2921296 501(c)(3) 10,000       Community Benefit Program
(96) Shade Foundation of America
4456 Floramar Terrace
New Port Richey,FL34652 		22-3879992 501(c)(3) 10,000       Community Benefit Program
(97) Big Brothers Big Sisters of Mass Bay
75 Federal Street 8th floor
Boston,MA02110 		04-2074462 501(c)(3) 10,000       Community Benefit Program
(98) Harbor Cov Inc
148 Shawmut St
Chelsea,MA02150 		04-3458096 501(c)(3) 10,000       Community Benefit Program
(99) Mass Eye & Ear Infirmary Foundation
243 Charles Street
Boston,MA02114 		04-2103591 501(c)(3) 10,000       Community Benefit Program
(100) Patriots Charitable Foundation
One Patriot Place
Foxboro,MA02035 		04-3244069 501(c)(3) 10,000       Community Benefit Program
(101) Greater Boston Chapter National Spinal Cord Injury
2 Rehabilitation Way
Woburn,MA01801 		04-3189607 501(c)(3) 10,000       Community Benefit Program
(102) American Cancer Society
30 Speen Street
Framingham,MA01701 		13-1788491 501(c)(3) 10,000       Community Benefit Program
(103) Phillips Brooks House
1 Harvard Yard
Cambridge,MA02138 		04-2103580 501(c)(3) 9,200       Community Benefit Program
(104) Mission Hill High School
67 Alleghany Street
Roxbury,MA02120 		04-6001380 501(c)(3) 8,200       Community Benefit Program
(105) American Heart Association
7272 Greenville Ave
Dallas,TX75231 		13-5613797 501(c)(3) 8,000       Community Benefit Program
(106) Schwartz Center
55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 8,000       Community Benefit Program
(107) Yawkey Baseball League
31 Ely Road
Boston,MA02124 		20-1367098 501(c)(3) 7,500       Community Benefit Program
(108) Foundation for Children with Special Needs
529 Main Street
Charlestown,MA02129 		04-2557572 501(c)(3) 7,500       Community Benefit Program
(109) MA Association for the Blind
2 Ivy Street
Brookline,MA02146 		04-2109859 501(c)(3) 7,500       Community Benefit Program
(110) Partners for Youth With Disabilities
95 Berkeley Street Suite 109
Boston,MA02116 		22-2627798 501(c)(3) 7,500       Community Benefit Program
(111) Greater Northampton Chamber of Commerce
99 Pleasant Street
Northampton,MA01060 		04-1679420 501(c)(3) 7,500       Community Benefit Program
(112) HomeStart
105 Chauncy Street
Boston,MA02111 		04-3311270 501(c)(3) 6,924       Community Benefit Program
(113) Newton-Needham Chamber Commerce
281 Needham St
Newton,MA02464 		04-1670500 501(c)(3) 6,875       Medical Research
(114) El Mundo Newspaper
408 S Huntington Ave
Jamaica Plain,MA02130 		04-2530767 501(c)(3) 6,500       Medical Research
(115) Women's Lunch Place
67 Newbury Street
Boston,MA02116 		22-2514148 501(c)(3) 6,500       Medical Research
(116) Health Resources in Action (BACH)
95 Berkeley Street
Boston,MA02116 		04-2229839 501(c)(3) 6,375       Medical Research
(117) Anti-Defamation League
40 Court St 12
Boston,MA02108 		13-2887439 501(c)(3) 6,000       Medical Research
(118) Springwell Area Agency on Aging
125 Walnut St
Watertown,MA02472 		04-2616064 501(c)(3) 6,000       Medical Research
(119) Springwell Inc
61 Park Street
Brookline,MA02446 		04-2616064 501(c)(3) 6,000       Medical Research
(120) Cancer Connection
41 Locust Street
Northampton,MA01060 		04-3493483 501(c)(3) 5,300       Medical Research
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
120
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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
directors, trustees, officers, including 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) 2013

Schedule J (Form 990) 2013
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)		 455,000
0 		5,500
0 		73,175
0 		35,118
0 		15,929
0 		584,722
0 		 
 
(2)Cary W Akins MDSee Schedule O - O & T Titles (i)
(ii)		 37,500
0 		250
0 		473,884
0 		4,131
0 		998
0 		516,763
0 		 
 
(3)Richard Alexander MDSee Schedule O - O & T Titles (i)
(ii)		 217,933
0 		25,959
0 		17,303
0 		13,863
0 		29,014
0 		304,072
0 		 
 
(4)Joan M ArcherSee Schedule O - O & T Titles (i)
(ii)		 0
192,596 		0
28,990 		0
45,227 		0
31,612 		0
27,253 		0
325,678 		 
 
(5)Stanley W Ashley MDSee Schedule O - O & T Titles (i)
(ii)		 465,745
0 		80,616
0 		99,958
0 		35,117
0 		28,407
0 		709,843
0 		 
 
(6)Maureen BanksSee Schedule O - O & T Titles (i)
(ii)		 0
390,111 		0
41,932 		0
50,131 		0
35,118 		0
23,910 		0
541,202 		 
 
(7)Robert L Barbieri MDSee Schedule O - O & T Titles (i)
(ii)		 401,573
0 		68,256
0 		33,350
0 		35,117
0 		21,124
0 		559,420
0 		 
 
(8)Nesli Basgoz MDSee Schedule O - O & T Titles (i)
(ii)		 233,567
0 		13,832
0 		39,389
0 		35,123
0 		8,331
0 		330,242
0 		 
 
(9)Janis P Bellack PhD RN FASee Schedule O - O & T Titles (i)
(ii)		 0
306,219 		0
23,800 		0
62,496 		0
35,119 		0
13,433 		0
441,067 		 
 
(10)Joan M Bengtson MDSee Schedule O - O & T Titles (i)
(ii)		 182,444
0 		25,025
0 		37,435
0 		30,798
0 		18,018
0 		293,720
0 		 
 
(11)Christine A Blaski MDSee Schedule O - O & T Titles (i)
(ii)		 219,604
0 		14,380
0 		-261
0 		4,742
0 		26,607
0 		265,072
0 		 
 
(12)Michael L Blute Sr MDSee Schedule O - O & T Titles (i)
(ii)		 674,865
0 		106,500
0 		182,245
0 		35,117
0 		22,559
0 		1,021,286
0 		 
 
(13)Sally Mason BoemerSee Schedule O - O & T Titles (i)
(ii)		 0
511,386 		0
67,750 		0
54,007 		0
35,118 		0
32,478 		0
700,739 		 
 
(14)Elaine L BridgeSee Schedule O - O & T Titles (i)
(ii)		 0
326,074 		0
55,064 		0
70,115 		0
35,121 		0
22,240 		0
508,614 		 
 
(15)O'Neil A Britton MDSee Schedule O - O & T Titles (i)
(ii)		 0
459,119 		0
109,600 		0
32,668 		0
35,117 		0
38,236 		0
674,740 		 
 
(16)David F Brown MDSee Schedule O - O & T Titles (i)
(ii)		 427,452
0 		69,294
0 		74,721
0 		35,120
0 		22,692
0 		629,279
0 		 
 
(17)Roxanne C RuppelSee Schedule O - O & T Titles (i)
(ii)		 0
216,112 		0
23,244 		0
16,763 		0
31,698 		0
27,672 		0
315,489 		 
 
(18)Bruce A Chabner MDSee Schedule O - O & T Titles (i)
(ii)		 336,115
0 		5,676
0 		57,696
0 		35,118
0 		21,785
0 		456,390
0 		 
 
(19)Ennio A Chiocca MD PhDSee Schedule O - O & T Titles (i)
(ii)		 1,184,697
0 		305,500
0 		141,567
0 		33,698
0 		22,775
0 		1,688,237
0 		 
 
(20)Christopher M Coley MDSee Schedule O - O & T Titles (i)
(ii)		 305,977
0 		32,819
0 		33,387
0 		35,120
0 		21,896
0 		429,199
0 		 
 
(21)Jennifer CostainSee Schedule O - O & T Titles (i)
(ii)		 197,175
0 		9,119
0 		-6,209
0 		8,041
0 		28,871
0 		236,997
0 		 
 
(22)Ernesto DaSilva MDSee Schedule O - O & T Titles (i)
(ii)		 233,378
0 		35,228
0 		11,510
0 		12,383
0 		30,162
0 		322,661
0 		 
 
(23)Terence P Doorly MDSee Schedule O - O & T Titles (i)
(ii)		 397,500
0 		304,112
0 		20,555
0 		21,159
0 		29,008
0 		772,334
0 		 
 
(24)Peter M Doubilet MDPhDSee Schedule O - O & T Titles (i)
(ii)		 397,948
0 		117,202
0 		25,451
0 		35,703
0 		19,184
0 		595,488
0 		 
 
(25)Brandon E Earp MDSee Schedule O - O & T Titles (i)
(ii)		 465,800
0 		719,194
0 		29,524
0 		31,138
0 		24,777
0 		1,270,433
0 		 
 
(26)Carlos Fernandez-del Castillo MSee Schedule O - O & T Titles (i)
(ii)		 531,615
0 		14,933
0 		199,256
0 		35,118
0 		26,153
0 		807,075
0 		 
 
(27)Lawrence S Friedman MDSee Schedule O - O & T Titles (i)
(ii)		 374,669
0 		0
0 		37,998
0 		13,577
0 		25,757
0 		452,001
0 		 
 
(28)Joseph P Frolkis MD PhDSee Schedule O - O & T Titles (i)
(ii)		 389,820
0 		3,014
0 		21,643
0 		35,120
0 		18,811
0 		468,408
0 		 
 
(29)Jeffrey A Golden MDSee Schedule O - O & T Titles (i)
(ii)		 678,615
0 		71,400
0 		163,666
0 		35,115
0 		29,935
0 		978,731
0 		 
 
(30)Michele L Gougeon MScSee Schedule O - O & T Titles (i)
(ii)		 338,169
0 		5,000
0 		12,941
0 		39,578
0 		26,186
0 		421,874
0 		 
 
(31)Peter T Greenspan MDSee Schedule O - O & T Titles (i)
(ii)		 316,184
0 		14,515
0 		32,121
0 		35,118
0 		21,905
0 		419,843
0 		 
 
(32)Gerard F HadleySee Schedule O - O & T Titles (i)
(ii)		 0
179,283 		0
28,467 		0
10,928 		0
19,063 		0
28,383 		0
266,124 		 
 
(33)Robert Handin MDSee Schedule O - O & T Titles (i)
(ii)		 251,738
0 		13,989
0 		5,190
0 		35,119
0 		15,742
0 		321,778
0 		 
 
(34)Jay R Harris MDSee Schedule O - O & T Titles (i)
(ii)		 560,428
0 		91,243
0 		68,109
0 		32,415
0 		2,010
0 		754,205
0 		 
 
(35)Mitchel B Harris MDSee Schedule O - O & T Titles (i)
(ii)		 372,792
0 		64,500
0 		35,933
0 		32,281
0 		18,171
0 		523,677
0 		 
 
(36)George Hartnell MDSee Schedule O - O & T Titles (i)
(ii)		 368,229
0 		0
0 		3,746
0 		15,375
0 		24,500
0 		411,850
0 		 
 
(37)Brent L Henry EsqSee Schedule O - O & T Titles (i)
(ii)		 0
664,662 		0
105,000 		0
366,457 		0
35,117 		0
17,769 		0
1,189,005 		 
 
(38)Mairead Hickey PhD RNSee Schedule O - O & T Titles (i)
(ii)		 653,161
0 		68,289
0 		480,152
0 		35,118
0 		36,197
0 		1,272,917
0 		 
 
(39)Terrie E Inder MBCHBSee Schedule O - O & T Titles (i)
(ii)		 150,000
0 		245,000
0 		34,542
0 		0
0 		7,283
0 		436,825
0 		 
 
(40)Alan Anthony JamesSee Schedule O - O & T Titles (i)
(ii)		 216,366
0 		44,582
0 		33,984
0 		26,269
0 		1,253
0 		322,454
0 		 
 
(41)Stephen R JenneySee Schedule O - O & T Titles (i)
(ii)		 181,886
0 		35,802
0 		27,657
0 		19,879
0 		29,101
0 		294,325
0 		 
 
(42)Mark D Johnson MD PhDSee Schedule O - O & T Titles (i)
(ii)		 338,000
0 		50,851
0 		13,400
0 		32,727
0 		18,118
0 		453,096
0 		 
 
(43)Lise C Johnson MDSee Schedule O - O & T Titles (i)
(ii)		 154,500
0 		39,270
0 		-1,995
0 		25,320
0 		4,530
0 		221,625
0 		 
 
(44)Patrick F Jordan IIISee Schedule O - O & T Titles (i)
(ii)		 0
432,838 		0
68,850 		0
41,294 		0
35,116 		0
33,438 		0
611,536 		 
 
(45)Leonard B Kaban DMD MDSee Schedule O - O & T Titles (i)
(ii)		 407,250
0 		63,750
0 		55,489
0 		35,115
0 		26,016
0 		587,620
0 		 
 
(46)Steven E KapfhammerSee Schedule O - O & T Titles (i)
(ii)		 0
248,127 		0
25,687 		0
44,129 		0
35,218 		0
11,748 		0
364,909 		 
 
(47)Susan B KellySee Schedule O - O & T Titles (i)
(ii)		 106,103
0 		25,077
0 		6,552
0 		11,114
0 		4,789
0 		153,635
0 		 
 
(48)Barrett Kitch MDSee Schedule O - O & T Titles (i)
(ii)		 272,500
0 		22,912
0 		34,936
0 		15,254
0 		6,180
0 		351,782
0 		 
 
(49)Bhavani S Kodali MDSee Schedule O - O & T Titles (i)
(ii)		 249,504
0 		76,938
0 		36,077
0 		38,253
0 		19,567
0 		420,339
0 		 
 
(50)Margaret M Koehm MDSee Schedule O - O & T Titles (i)
(ii)		 166,000
0 		65,725
0 		39,893
0 		35,122
0 		7,332
0 		314,072
0 		 
 
(51)Seth Kupferschmid MDSee Schedule O - O & T Titles (i)
(ii)		 188,647
0 		0
0 		541
0 		8,448
0 		23,215
0 		220,851
0 		 
 
(52)Thomas S Kupper MDSee Schedule O - O & T Titles (i)
(ii)		 464,190
0 		63,877
0 		14,903
0 		35,118
0 		18,869
0 		596,957
0 		 
 
(53)Pamela L LawrenceSee Schedule O - O & T Titles (i)
(ii)		 0
251,409 		0
27,142 		0
27,696 		0
35,122 		0
21,070 		0
362,439 		 
 
(54)John A Lewis MDSee Schedule O - O & T Titles (i)
(ii)		 300,662
0 		68,787
0 		13,047
0 		35,118
0 		16,785
0 		434,399
0 		 
 
(55)Jay Loeffler MDSee Schedule O - O & T Titles (i)
(ii)		 607,365
0 		80,375
0 		102,408
0 		35,118
0 		1,475
0 		826,741
0 		 
 
(56)Joseph Loscalzo MD PhDSee Schedule O - O & T Titles (i)
(ii)		 565,964
0 		79,633
0 		21,144
0 		35,118
0 		21,511
0 		723,370
0 		 
 
(57)Everett T Lyn MDSee Schedule O - O & T Titles (i)
(ii)		 409,931
0 		46,243
0 		37,838
0 		35,118
0 		16,910
0 		546,040
0 		 
 
(58)Andrew MaddenSee Schedule O - O & T Titles (i)
(ii)		 146,060
0 		100
0 		5,027
0 		17,243
0 		29,161
0 		197,591
0 		 
 
(59)Peter K MarkellSee Schedule O - O & T Titles (i)
(ii)		 0
1,208,865 		0
122,400 		0
509,669 		0
585,115 		0
26,538 		0
2,452,587 		 
 
(60)Navneet Marwaha MDSee Schedule O - O & T Titles (i)
(ii)		 253,528
0 		0
0 		271
0 		9,679
0 		23,239
0 		286,717
0 		 
 
(61)Maury E McGough MDSee Schedule O - O & T Titles (i)
(ii)		 0
454,554 		0
74,602 		0
52,726 		0
41,243 		0
31,931 		0
655,056 		 
 
(62)Joseph J Miaskiewicz MDSee Schedule O - O & T Titles (i)
(ii)		 251,727
0 		31,365
0 		4,586
0 		13,234
0 		31,072
0 		331,984
0 		 
 
(63)Elizabeth A Mort Calcagni MDSee Schedule O - O & T Titles (i)
(ii)		 442,360
0 		66,200
0 		80,413
0 		35,118
0 		22,170
0 		646,261
0 		 
 
(64)Cynthia Morton PhDSee Schedule O - O & T Titles (i)
(ii)		 278,098
0 		7,746
0 		10,700
0 		35,120
0 		27,798
0 		359,462
0 		 
 
(65)Stuart B Mushlin MDFACPSee Schedule O - O & T Titles (i)
(ii)		 232,251
0 		13,000
0 		37,228
0 		35,119
0 		18,251
0 		335,849
0 		 
 
(66)Elizabeth G Nabel MDSee Schedule O - O & T Titles (i)
(ii)		 0
1,191,365 		0
122,400 		0
81,131 		0
1,077,657 		0
15,016 		0
2,487,569 		 
 
(67)Albert Namias MDSee Schedule O - O & T Titles (i)
(ii)		 237,950
0 		19,961
0 		180
0 		7,698
0 		18,142
0 		283,931
0 		 
 
(68)Andrea Ng MDSee Schedule O - O & T Titles (i)
(ii)		 359,585
0 		60,793
0 		-5,477
0 		32,282
0 		20,819
0 		468,002
0 		 
 
(69)Robert G NortonSee Schedule O - O & T Titles (i)
(ii)		 0
684,865 		0
72,000 		0
239,348 		0
35,115 		0
26,479 		0
1,057,807 		 
 
(70)Timothy Parsons MDSee Schedule O - O & T Titles (i)
(ii)		 317,661
0 		0
0 		17,865
0 		12,813
0 		19,418
0 		367,757
0 		 
 
(71)Gregory J PaulySee Schedule O - O & T Titles (i)
(ii)		 410,750
0 		62,574
0 		43,258
0 		31,928
0 		22,633
0 		571,143
0 		 
 
(72)Diane R Pearl MDSee Schedule O - O & T Titles (i)
(ii)		 232,000
0 		59,465
0 		2,766
0 		35,121
0 		20,873
0 		350,225
0 		 
 
(73)Pieter Pil MDSee Schedule O - O & T Titles (i)
(ii)		 418,130
0 		56,256
0 		14,096
0 		10,200
0 		31,129
0 		529,811
0 		 
 
(74)Ann L PrestipinoSee Schedule O - O & T Titles (i)
(ii)		 396,750
0 		56,253
0 		77,430
0 		39,578
0 		8,609
0 		578,620
0 		 
 
(75)Allyson L Preston MDSee Schedule O - O & T Titles (i)
(ii)		 349,392
0 		28,472
0 		25,244
0 		18,270
0 		28,429
0 		449,807
0 		 
 
(76)Abrar A Qureshi MD MPHSee Schedule O - O & T Titles (i)
(ii)		 319,770
0 		55,775
0 		22,940
0 		35,118
0 		16,522
0 		450,125
0 		 
 
(77)Ali S Raja MDSee Schedule O - O & T Titles (i)
(ii)		 251,283
0 		58,056
0 		10,001
0 		19,897
0 		23,251
0 		362,488
0 		 
 
(78)Scott L Rauch MDSee Schedule O - O & T Titles (i)
(ii)		 0
473,865 		0
25,500 		0
61,337 		0
35,115 		0
30,300 		0
626,117 		 
 
(79)Mitchell S Rein MDSee Schedule O - O & T Titles (i)
(ii)		 476,246
0 		47,108
0 		75,604
0 		35,119
0 		23,700
0 		657,777
0 		 
 
(80)Michael L ReneySee Schedule O - O & T Titles (i)
(ii)		 0
448,353 		0
44,217 		0
20,077 		0
35,119 		0
20,234 		0
568,000 		 
 
(81)David J Roberts MDSee Schedule O - O & T Titles (i)
(ii)		 220,040
0 		24,905
0 		26,877
0 		13,026
0 		27,205
0 		312,053
0 		 
 
(82)Allan H Ropper MDSee Schedule O - O & T Titles (i)
(ii)		 392,732
0 		12,356
0 		35,940
0 		35,118
0 		18,831
0 		494,977
0 		 
 
(83)Jerrold F Rosenbaum MDSee Schedule O - O & T Titles (i)
(ii)		 365,447
0 		62,125
0 		43,339
0 		35,120
0 		22,088
0 		528,119
0 		 
 
(84)Marc S Rubin MDSee Schedule O - O & T Titles (i)
(ii)		 406,475
0 		54,375
0 		35,781
0 		13,026
0 		33,270
0 		542,927
0 		 
 
(85)Margaret A Russo MDSee Schedule O - O & T Titles (i)
(ii)		 139,899
0 		6,063
0 		265
0 		7,472
0 		9,393
0 		163,092
0 		 
 
(86)Martin A Samuels MDSee Schedule O - O & T Titles (i)
(ii)		 468,472
0 		50,132
0 		56,379
0 		35,119
0 		18,914
0 		629,016
0 		 
 
(87)Joan A SapirSee Schedule O - O & T Titles (i)
(ii)		 299,250
0 		42,047
0 		56,702
0 		39,578
0 		23,055
0 		460,632
0 		 
 
(88)Mark A Schechter MDSee Schedule O - O & T Titles (i)
(ii)		 265,794
0 		36,399
0 		16,975
0 		15,382
0 		29,995
0 		364,545
0 		 
 
(89)Isaac Schiff MDSee Schedule O - O & T Titles (i)
(ii)		 294,608
0 		74,890
0 		20,568
0 		35,122
0 		22,022
0 		447,210
0 		 
 
(90)Frederick J Schoen MD PhDSee Schedule O - O & T Titles (i)
(ii)		 372,762
0 		19,391
0 		21,979
0 		35,117
0 		15,848
0 		465,097
0 		 
 
(91)Ellen W Seely MDSee Schedule O - O & T Titles (i)
(ii)		 238,696
0 		9,757
0 		8,085
0 		34,643
0 		18,238
0 		309,419
0 		 
 
(92)Steven E Seltzer MDSee Schedule O - O & T Titles (i)
(ii)		 412,591
0 		72,095
0 		23,492
0 		35,412
0 		19,184
0 		562,774
0 		 
 
(93)Stanton K Shernan MDSee Schedule O - O & T Titles (i)
(ii)		 282,473
0 		242,500
0 		34,849
0 		38,253
0 		20,592
0 		618,667
0 		 
 
(94)Peter W Siersma MDSee Schedule O - O & T Titles (i)
(ii)		 273,665
0 		0
0 		4,969
0 		7,577
0 		19,304
0 		305,515
0 		 
 
(95)David Silbersweig MDSee Schedule O - O & T Titles (i)
(ii)		 470,824
0 		46,843
0 		37,506
0 		35,117
0 		18,876
0 		609,166
0 		 
 
(96)Aneesh B Singhal MDSee Schedule O - O & T Titles (i)
(ii)		 270,933
0 		47,576
0 		48,563
0 		35,120
0 		20,932
0 		423,124
0 		 
 
(97)J Jack Skowronski MDSee Schedule O - O & T Titles (i)
(ii)		 232,662
0 		24,467
0 		2,766
0 		14,674
0 		30,158
0 		304,727
0 		 
 
(98)Peter L Slavin MD MBASee Schedule O - O & T Titles (i)
(ii)		 0
1,345,115 		0
140,200 		0
428,898 		0
316,115 		0
34,649 		0
2,264,977 		 
 
(99)Allen L Smith MD MSSee Schedule O - O & T Titles (i)
(ii)		 542,472
0 		57,222
0 		54,024
0 		35,118
0 		29,408
0 		718,244
0 		 
 
(100)John W Stakes III MDSee Schedule O - O & T Titles (i)
(ii)		 203,496
0 		83,776
0 		44,498
0 		35,120
0 		23,925
0 		390,815
0 		 
 
(101)David E StortoSee Schedule O - O & T Titles (i)
(ii)		 0
506,758 		0
52,100 		0
40,630 		0
134,916 		0
31,124 		0
765,528 		 
 
(102)David J Sugarbaker MDSee Schedule O - O & T Titles (i)
(ii)		 614,078
0 		111,568
0 		237,150
0 		32,306
0 		18,570
0 		1,013,672
0 		 
 
(103)Khalid Syed MDSee Schedule O - O & T Titles (i)
(ii)		 288,371
0 		57,627
0 		44,303
0 		16,655
0 		29,998
0 		436,954
0 		 
 
(104)Elizabeth S TaylorSee Schedule O - O & T Titles (i)
(ii)		 0
157,552 		0
0 		0
62,673 		0
4,364 		0
11,859 		0
236,448 		 
 
(105)Clare M Tempany MDSee Schedule O - O & T Titles (i)
(ii)		 389,343
0 		90,608
0 		7,595
0 		35,438
0 		18,817
0 		541,801
0 		 
 
(106)Thomas S Thornhill MDSee Schedule O - O & T Titles (i)
(ii)		 613,170
0 		76,915
0 		56,723
0 		33,710
0 		21,426
0 		801,944
0 		 
 
(107)David F Torchiana MDSee Schedule O - O & T Titles (i)
(ii)		 984,195
0 		116,800
0 		1,323,186
0 		237,716
0 		32,746
0 		2,694,643
0 		630,417
 
(108)Charles A Vacanti MDSee Schedule O - O & T Titles (i)
(ii)		 592,515
0 		58,969
0 		15,658
0 		36,686
0 		21,343
0 		725,171
0 		 
 
(109)Ron M Walls MDSee Schedule O - O & T Titles (i)
(ii)		 595,743
0 		63,150
0 		52,521
0 		35,117
0 		19,102
0 		765,633
0 		 
 
(110)Timothy J WalshSee Schedule O - O & T Titles (i)
(ii)		 365,372
0 		56,494
0 		27,170
0 		29,032
0 		32,663
0 		510,731
0 		 
 
(111)Andrew L Warshaw MDSee Schedule O - O & T Titles (i)
(ii)		 447,308
0 		185,175
0 		486,364
0 		35,119
0 		31,398
0 		1,185,364
0 		 
 
(112)Kerry R WatsonSee Schedule O - O & T Titles (i)
(ii)		 0
148,625 		0
150,000 		0
38,881 		0
0 		0
7,882 		0
345,388 		 
 
(113)Peter Weitzman MDSee Schedule O - O & T Titles (i)
(ii)		 335,640
0 		0
0 		1,667
0 		15,375
0 		309
0 		352,991
0 		 
 
(114)John Wright MDSee Schedule O - O & T Titles (i)
(ii)		 471,400
0 		45,853
0 		27,394
0 		32,281
0 		18,270
0 		595,198
0 		 
 
(115)Ross D Zafonte DOSee Schedule O - O & T Titles (i)
(ii)		 467,315
0 		38,160
0 		74,665
0 		35,116
0 		21,764
0 		637,020
0 		 
 
(116)Michael J Zinner MDSee Schedule O - O & T Titles (i)
(ii)		 775,295
0 		216,342
0 		83,115
0 		33,454
0 		21,734
0 		1,129,940
0 		 
 
(117)Joshua L Abrams EsqSee Schedule O - O & T Titles (i)
(ii)		 0
175,011 		0
4,000 		0
3,401 		0
14,612 		0
34,024 		0
231,048 		 
 
(118)Sarah Arnholz EsqSee Schedule O - O & T Titles (i)
(ii)		 0
182,823 		0
1,000 		0
6,358 		0
17,135 		0
29,335 		0
236,651 		 
 
(119)Melissa P Brennan EsqSee Schedule O - O & T Titles (i)
(ii)		 0
136,795 		0
571 		0
2,215 		0
6,406 		0
28,460 		0
174,447 		 
 
(120)David J BurkeSee Schedule O - O & T Titles (i)
(ii)		 188,166
0 		0
0 		3,687
0 		4,808
0 		18,974
0 		215,635
0 		 
 
(121)Rodney A CarnifaxSee Schedule O - O & T Titles (i)
(ii)		 0
165,769 		0
7,000 		0
36,783 		0
0 		0
12,793 		0
222,345 		 
 
(122)Brian F ChiangoSee Schedule O - O & T Titles (i)
(ii)		 254,908
0 		76,798
0 		39,977
0 		35,403
0 		18,808
0 		425,894
0 		 
 
(123)Amy Casey ConnollySee Schedule O - O & T Titles (i)
(ii)		 98,342
0 		14,876
0 		4,574
0 		8,811
0 		31,419
0 		158,022
0 		 
 
(124)Richard CornellSee Schedule O - O & T Titles (i)
(ii)		 179,040
0 		22,695
0 		34,884
0 		24,311
0 		32,546
0 		293,476
0 		 
 
(125)Paul G Cushing EsqSee Schedule O - O & T Titles (i)
(ii)		 0
206,326 		0
20,250 		0
39,030 		0
33,757 		0
29,590 		0
328,953 		 
 
(126)Joan E Elias EsqSee Schedule O - O & T Titles (i)
(ii)		 0
205,919 		0
0 		0
21,670 		0
25,171 		0
32,011 		0
284,771 		 
 
(127)Karen M Flaherty RNSee Schedule O - O & T Titles (i)
(ii)		 167,572
0 		11,757
0 		17,019
0 		20,533
0 		25,440
0 		242,321
0 		 
 
(128)Emily C Fogler EsqSee Schedule O - O & T Titles (i)
(ii)		 0
158,169 		0
0 		0
10,510 		0
9,630 		0
33,451 		0
211,760 		 
 
(129)Margot K Hartmann MD PhDSee Schedule O - O & T Titles (i)
(ii)		 239,254
0 		0
0 		19,140
0 		5,977
0 		11,331
0 		275,702
0 		 
 
(130)James L HeffernanSee Schedule O - O & T Titles (i)
(ii)		 398,250
0 		54,500
0 		71,734
0 		37,028
0 		24,492
0 		586,004
0 		 
 
(131)John R Higham EsqSee Schedule O - O & T Titles (i)
(ii)		 0
271,400 		0
26,000 		0
2,058 		0
35,121 		0
26,278 		0
360,857 		 
 
(132)William C JohnstonSee Schedule O - O & T Titles (i)
(ii)		 368,466
0 		127,201
0 		27,249
0 		35,119
0 		19,079
0 		577,114
0 		 
 
(133)Katherine M Kneeland EsqSee Schedule O - O & T Titles (i)
(ii)		 0
211,013 		0
12,500 		0
44,530 		0
34,411 		0
5,148 		0
307,602 		 
 
(134)Nidhi KumarEsqSee Schedule O - O & T Titles (i)
(ii)		 0
121,344 		0
1,000 		0
7,656 		0
5,787 		0
24,635 		0
160,422 		 
 
(135)David A LagasseSee Schedule O - O & T Titles (i)
(ii)		 0
260,604 		0
5,000 		0
46,125 		0
28,050 		0
33,242 		0
373,021 		 
 
(136)Thomas LenkowskiFORMER OFFICER - MVH,WNR (i)
(ii)		 106,987
0 		0
0 		119,510
0 		17,748
0 		1,653
0 		245,898
0 		 
 
(137)David McCreadySee Schedule O - O & T Titles (i)
(ii)		 280,062
0 		47,631
0 		46,455
0 		35,121
0 		27,987
0 		437,256
0 		 
 
(138)Craig MelinSee Schedule O - O & T Titles (i)
(ii)		 407,718
0 		0
0 		72,896
0 		15,375
0 		21,110
0 		517,099
0 		 
 
(139)Gilbert H Mudge Jr MDSee Schedule O - O & T Titles (i)
(ii)		 0
429,298 		0
6,500 		0
55,381 		0
35,118 		0
22,383 		0
548,680 		 
 
(140)Rachel Scheer WasserstromSee Schedule O - O & T Titles (i)
(ii)		 173,022
0 		19,473
0 		10,034
0 		11,555
0 		32,626
0 		246,710
0 		 
 
(141)Mary E ShaughnessySee Schedule O - O & T Titles (i)
(ii)		 0
297,504 		0
23,617 		0
35,399 		0
35,119 		0
21,464 		0
413,103 		 
 
(142)Joan C Stoddard EsqSee Schedule O - O & T Titles (i)
(ii)		 0
254,572 		0
13,000 		0
20,989 		0
35,121 		0
23,333 		0
347,015 		 
 
(143)David B Wright EsqSee Schedule O - O & T Titles (i)
(ii)		 0
172,503 		0
0 		0
52,474 		0
0 		0
16,535 		0
241,512 		 
 
(144)Katrina Armstrong MD MSCECHIEF OF SERVICE - GHC (i)
(ii)		 437,361
0 		530,500
0 		59,199
0 		0
0 		23,447
0 		1,050,507
0 		 
 
(145)Susan M BeausolielCHIEF OPERATING OFFICER - PHC (i)
(ii)		 0
174,445 		0
9,156 		0
14,910 		0
18,900 		0
27,331 		0
244,742 		 
 
(146)Barbara E Bierer MDSR. VICE PRES. - BWH (i)
(ii)		 462,084
0 		23,929
0 		27,738
0 		35,121
0 		33,517
0 		582,389
0 		 
 
(147)Arthur J BowesSR. VICE PRES. - NSMC (i)
(ii)		 0
211,521 		0
24,605 		0
39,703 		0
33,885 		0
20,952 		0
330,666 		 
 
(148)Maureen N ChesleyVICE PRES. - PHC (i)
(ii)		 0
138,269 		0
5,599 		0
25,887 		0
13,147 		0
27,173 		0
210,075 		 
 
(149)Kenneth ChisholmDIRECTOR - MVH (i)
(ii)		 211,332
0 		33,660
0 		27,168
0 		21,169
0 		24,177
0 		317,506
0 		 
 
(150)Susan DempseyVICE PRES. - BWFH (i)
(ii)		 244,284
0 		26,520
0 		24,227
0 		35,115
0 		25,396
0 		355,542
0 		 
 
(151)Mary Beth DiFilippoVICE PRES. - SKRH (i)
(ii)		 181,870
0 		4,949
0 		-3,310
0 		0
0 		27,136
0 		210,645
0 		 
 
(152)Frank J DinglerEXECUTIVE DIRECTOR - CDPA (i)
(ii)		 255,692
0 		34,310
0 		32,379
0 		15,175
0 		21,090
0 		358,646
0 		 
 
(153)James Ellison MDDIRECTOR - MCLEAN (i)
(ii)		 214,903
0 		0
0 		8,419
0 		32,738
0 		25,786
0 		281,846
0 		 
 
(154)Joanne M FucileVICE PRES. - SHC (i)
(ii)		 194,120
0 		15,657
0 		14,144
0 		23,688
0 		11,206
0 		258,815
0 		 
 
(155)Mary Jo GagnonSR. VICE PRES. - NSMC (i)
(ii)		 0
184,972 		0
22,285 		0
43,527 		0
30,391 		0
12,233 		0
293,408 		 
 
(156)Gary W GarbergVICE PRES. - PHC (i)
(ii)		 0
133,725 		0
5,462 		0
22,765 		0
10,970 		0
26,578 		0
199,500 		 
 
(157)Joseph Gold MDCHIEF MEDICAL OFFICER - MCLEAN (i)
(ii)		 372,726
0 		5,000
0 		-3,939
0 		37,028
0 		25,699
0 		436,514
0 		 
 
(158)George GougianEXECUTIVE DIRECTOR - FRC (i)
(ii)		 120,993
0 		7,816
0 		8,202
0 		6,866
0 		26,075
0 		169,952
0 		 
 
(159)Michael L Gustafson MD MBAPRESIDENT - BWFH (i)
(ii)		 378,315
0 		62,268
0 		66,218
0 		35,118
0 		13,791
0 		555,710
0 		 
 
(160)Judy HayesVICE PRES. - BWFH (i)
(ii)		 241,348
0 		26,142
0 		24,179
0 		35,121
0 		13,130
0 		339,920
0 		 
 
(161)Paula M HereauVICE PRES. - SRH (i)
(ii)		 141,099
0 		16,332
0 		18,206
0 		22,933
0 		27,308
0 		225,878
0 		 
 
(162)Pardon R Kenney MDSURGEON IN CHIEF - BWFH (i)
(ii)		 409,500
0 		44,472
0 		43,137
0 		32,281
0 		18,768
0 		548,158
0 		 
 
(163)Keith D Lillemoe MDSURGEON - IN - CHIEF - GHC (i)
(ii)		 609,275
0 		110,730
0 		153,276
0 		35,118
0 		33,519
0 		941,918
0 		 
 
(164)Edward Liston-Kraft PhDVICE PRES. - BWFH (i)
(ii)		 199,013
0 		21,991
0 		24,363
0 		33,349
0 		3,554
0 		282,270
0 		 
 
(165)Ellen MoloneySR. VICE PRES. & COO - NWH (i)
(ii)		 0
280,134 		0
37,500 		0
34,661 		0
35,115 		0
12,155 		0
399,565 		 
 
(166)Stephanie N NadolnyVICE PRES. - RCHI (i)
(ii)		 145,201
0 		15,918
0 		9,941
0 		7,205
0 		28,812
0 		207,077
0 		 
 
(167)Britain W Nicholson MDSR. VICE PRES. & CMO - GHC (i)
(ii)		 520,115
0 		115,929
0 		97,034
0 		35,118
0 		22,235
0 		790,431
0 		 
 
(168)Mark Novotny MDVICE PRES. & CMO - CDH (i)
(ii)		 301,944
0 		92,199
0 		38,869
0 		14,738
0 		23,361
0 		471,111
0 		 
 
(169)Sheila K Partridge MDMEDICAL DIRECTOR - NWH (i)
(ii)		 357,901
0 		157,301
0 		13,748
0 		13,160
0 		24,246
0 		566,356
0 		 
 
(170)Edith PeterASSISTANT TREAS & CFO - CDH (i)
(ii)		 255,996
0 		67,999
0 		47,398
0 		15,375
0 		1,515
0 		388,283
0 		 
 
(171)Christine ReillyEXECUTIVE DIRECTOR - FRC (i)
(ii)		 125,475
0 		7,100
0 		16,854
0 		6,360
0 		2,154
0 		157,943
0 		 
 
(172)Scott L Schissel MD PhDCHIEF OF MEDICINE - BWFH (i)
(ii)		 253,459
0 		5,152
0 		13,849
0 		35,120
0 		15,750
0 		323,330
0 		 
 
(173)Leslie G Selbovitz MDSR. VICE PRES. & CMO - NWH (i)
(ii)		 0
447,827 		0
59,375 		0
69,697 		0
35,119 		0
14,529 		0
626,547 		 
 
(174)Beatrice ThibedeauSR. VICE PRES. & CNO - NSMC (i)
(ii)		 0
239,325 		0
25,940 		0
27,885 		0
35,118 		0
5,114 		0
333,382 		 
 
(175)Julie TuckerVICE PRES. NURSING - CDH (i)
(ii)		 189,813
0 		0
0 		10,184
0 		2,635
0 		23,629
0 		226,261
0 		 
 
(176)Robert D WelchVICE PRES. - PCC (i)
(ii)		 139,055
0 		12,002
0 		21,460
0 		18,770
0 		25,161
0 		216,448
0 		 
 
(177)William G Austen Jr MDSURGEON (i)
(ii)		 1,138,000
0 		59,000
0 		79,026
0 		35,116
0 		26,475
0 		1,337,617
0 		 
 
(178)Lawrence H Cohn MDSURGEON (i)
(ii)		 249,030
0 		5,500
0 		1,776,857
0 		34,524
0 		20,551
0 		2,086,462
0 		 
 
(179)Thomas Gill IV MDSURGEON (i)
(ii)		 1,570,953
0 		297,859
0 		94,319
0 		35,116
0 		24,342
0 		2,022,589
0 		 
 
(180)Thomas F Holovacs MDSURGEON (i)
(ii)		 1,188,231
0 		66,167
0 		65,275
0 		35,117
0 		24,342
0 		1,379,132
0 		 
 
(181)Jon P Warner MDSURGEON (i)
(ii)		 1,494,271
0 		107,771
0 		103,433
0 		35,116
0 		24,342
0 		1,764,933
0 		 
 
(182)Elizabeth M Azano EsqFORMER OFFICER - MGPO (i)
(ii)		 0
128,547 		0
500 		0
-6,867 		0
5,778 		0
27,477 		0
155,435 		 
 
(183)Thomas H Aretz MDFORMER KEY - PMI (i)
(ii)		 0
369,618 		0
40,579 		0
63,860 		0
35,118 		0
22,939 		0
532,114 		 
 
(184)Dennis Ausiello MDFORMER KEY - GHC (i)
(ii)		 560,069
0 		0
0 		130,003
0 		35,117
0 		21,956
0 		747,145
0 		 
 
(185)Franklin R Bringhurst MDFORMER KEY - GHC (i)
(ii)		 270,500
0 		10,927
0 		12,691
0 		35,118
0 		22,069
0 		351,305
0 		 
 
(186)Steven D Browell MDFORMER KEY - NSPG (i)
(ii)		 313,315
0 		48,591
0 		13,173
0 		16,748
0 		31,465
0 		423,292
0 		 
 
(187)Christopher Clark EsqFORMER OFFICER - GHC,MGH (i)
(ii)		 0
233,193 		0
45,480 		0
40,405 		0
35,121 		0
30,685 		0
384,884 		 
 
(188)James FerriterFORMER KEY - MVH (i)
(ii)		 166,311
0 		22,098
0 		20,718
0 		17,572
0 		26,939
0 		253,638
0 		 
 
(189)Michael A Gimbrone Jr MDFORMER KEY - BWH (i)
(ii)		 227,000
0 		0
0 		27,356
0 		34,321
0 		20,915
0 		309,592
0 		 
 
(190)Naomi Bass EsqFORMER OFFICER - SKRH, FRC (i)
(ii)		 0
112,955 		0
500 		0
10,272 		0
7,486 		0
34,940 		0
166,153 		 
 
(191)Daniel J GrossFORMER OFFICER - NWH (i)
(ii)		 0
369,623 		0
40,000 		0
56,069 		0
35,119 		0
30,683 		0
531,494 		 
 
(192)Joel Heller MDFORMER KEY - NSPG (i)
(ii)		 354,500
0 		11,912
0 		19,062
0 		18,196
0 		28,272
0 		431,942
0 		 
 
(193)Jeanette Ives Erickson RN DFORMER KEY - GHC (i)
(ii)		 443,167
0 		35,925
0 		86,237
0 		39,578
0 		21,047
0 		625,954
0 		 
 
(194)Michael S Jellinek MDFORMER OFFICER - NWAS (i)
(ii)		 0
952,616 		0
97,400 		0
1,006,844 		0
35,116 		0
36,499 		0
2,128,475 		 
 
(195)Frederick Millham MDFORMER KEY - NWH (i)
(ii)		 480,682
0 		23,000
0 		20,542
0 		13,496
0 		5,116
0 		542,836
0 		 
 
(196)Virginia MirisolaFORMER KEY - SKRH (i)
(ii)		 0
146,161 		0
0 		0
41,458 		0
20,916 		0
30,809 		0
239,344 		 
 
(197)James A Mullen JrFORMER KEY - CDH (i)
(ii)		 -5,908
0 		0
0 		258,320
0 		0
0 		11,034
0 		263,446
0 		 
 
(198)Harry W Orf PhDFORMER KEY - GHC (i)
(ii)		 412,365
0 		56,125
0 		76,917
0 		35,117
0 		22,146
0 		602,670
0 		 
 
(199)Jeanne M RyanFORMER KEY - VHCD (i)
(ii)		 147,430
0 		0
0 		8,428
0 		7,363
0 		4,712
0 		167,933
0 		 
 
(200)Jacqueline A Somerville RNFORMER KEY - BWH (i)
(ii)		 346,873
0 		38,288
0 		55,407
0 		35,120
0 		28,475
0 		504,163
0 		 
 
(201)David J TrullFORMER OFFICER - BWFH (i)
(ii)		 0
0 		0
0 		0
123,650 		0
0 		0
0 		0
123,650 		 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
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.
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. Gilbert Mudge, M.D. Elizabeth Nabel, M.D. Robert Norton Scott Rauch, M.D. Peter Slavin, M.D.,M.B.A. David Storto Kerry Watson
Part I, Line 4a Thomas Lenkowski - $107,431 David J. Trull - $117,486 James A. Mullen, Jr. - $251,642
Part I, Line 4b These amounts are already included in the compensation disclosed on Schedule J, Part II David F. Torchiana, M.D. - $1,236,819 Elizabeth G. Nabel, M.D. - $792,742 Peter K. Markell - 446,526 Peter L. Slavin, M.D., M.B.A. - $349,008 Michael S. Jellinek, M.D. - $936,252 Lawrence H. Cohn, M.D. - $1,778,073 Mairead Hickey, Ph.D., R.N. - $426,703 Brent L. Henry, Esq. - $289,949 Andrew L. Warshaw, M.D. - $387,664 Robert G. Norton - $160,861 David J. Sugarbaker, M.D. - $211,074 David E. Storto - $46,599 Dennis Ausiello, M.D. - $44,000 Cary W. Akins, M.D. - $471,309 Timothy J. Walsh - $18,832 Kenneth Chisholm - $11,220 James Ferriter - $9,207 Thomas Lenkowski - $10,143
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.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number
90-0656139
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A MASSACHUSETTS HEALTH AND EDUCATION FACILITIES AU
  		04-2456011   12-23-2008 3,500,000 ENERGY EFFICIENCY EQUIPMENT   X   X   X
B MASSACHUSETTS HEALTH AND EDUCATION FACILITIES AU
  		04-2456011   06-30-2009 7,040,000 MEDICAL EQUIPMENT   X   X   X
C MASSACHUSETTS HEALTH AND EDUCATIONALFACILITIES AU
  		04-2456011   02-20-2009 3,125,000 BUILDING RENOVATIONS AND EQUIPMENT   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 1,970,399 5,157,140 2,640,552  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 3,517,762 7,042,853 3,136,219  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 20,847 19,951 27,246  
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 3,374,123 7,022,632 3,108,715  
11 Other spent proceeds . . . . . . . . . . . . . . 122,792 0 259  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2010 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X   X    
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X    
16 Has the final allocation of proceeds been made? . . . . . . . .   X X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X    
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X      
b Exception to rebate? . . . . . . . .   X   X   X    
c No rebate due? . . . . . . . .   X   X   X    
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X    
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X   X   X      
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X          
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K SUPPLEMENTAL INFORMATION SCHEDULE K, PART II, LINE 3 THE TOTAL PROCEEDS REPORTED IN PART II, LINE 3, COLUMNS C,D AND E INCLUDE INVESTMENT EARNINGS OF $17,762,$2,583 AND $11,219 RESPECTIVELY. THEREFORE THEY DIFFER FROM THE ISSUE PRICE LISTED IN PART I, COLUMN(E). SCHEDULE K, PART III,LINE 9 - COOLEY DICKINSON HOSPITAL HAS PERFORMED AN EXTENSIVE REVIEW OF ALL ACTIVITIES CONDUCTED WITHIN ITS BOND FINANCED FACILITIES. UPON REVIEW, THE ORGANIZATION HAS DETERMINED THAT THERE IS NO PRIVATE BUSINESS USE. SCHEDULE K, PART V - COOLEY DICKINSON HOSPITAL HAS HISTORICALLY PERFORMED PERIODIC EXTENSIVE REVIEWS OF ALL ACTIVITIES CONDUCTED WITHIN ITS TAX EXEMPT BOND FINANCED FACILITIES. EFFECTIVE JULY 24,2013, THE ORGANIZATION FORMALIZED ITS PRACTICE IN A WRITTEN PROCEDURE.
Schedule K (Form 990) 2013

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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
(1) TERRIE E INDER DIRECTOR PHYSICIAN RECRUITMEN   X 150,000 95,833   No Yes   Yes  
(2) MARK JOHNSON DIRECTOR PHYSICIAN RECRUITMEN   X 85,000 25,846   No   No Yes  
Total ......Small Bullet $ 121,679
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) 2013
Schedule L (Form 990 or 990-EZ) 2013
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) 10 MAIN STREET ZUCKER, TRUSTEE 265,441 LEASE - CDH   No
(2) A MORIARTY MORIARTY, TRUSTEE-FAMILY 160,290 SALARY - BWH   No
(3) ABIOMED TERMEER, TRUSTEE 577,000 Products and services - GHC   No
(4) ACTAVIS BASGOZ, TRUSTEE 807,329 PRODUCTS - GHC   No
(5) B ROSENBAUM ROSENBAUM, TRUSTEE-FAMILY 29,629 SALARY - GHC   No
(6) B MILLER SPIESS, TRUSTEE-FAMILY 79,423 SALARY - NSMC   No
(7) BANK OF AMERICA FINUCANE, TRUSTEE 23,388 BANKING SERVICES - BWFH   No
(8) BANK OF AMERICA FINUCANE, TRUSTEE 206,801 BANKING SERVICES - BWH   No
(9) BANK OF AMERICA GIFFORD, TRUSTEE 225,338 BANKING SERVICES - GHC   No
(10) CARLON MEDICAL PITONIAK, OFFICER/TRUSTEE 210,268 LEASE - CDPA   No
(11) EVERSOURCE GIFFORD, TRUSTEE 10,257,565 UTILITIES - GHC   No
(12) EVERSOURCE GIFFORD, TRUSTEE 433,421 UTILITIES - MGH   No
(13) EVERSOURCE GIFFORD, TRUSTEE 212,235 UTILITIES - NCH   No
(14) FIDELITY KAYE, TRUSTEE 185,935 PRODUCTS AND SERVICES - BWH   No
(15) J GATES HARTNELL, TRUSTEE-FAMILY 246,716 SALARY - CDPA   No
(16) J RAY RAY, TRUSTEE-FAMILY 47,318 SALARY - MVH   No
(17) K BRITTON BRITTON, TRUSTEE-FAMILY 180,750 SALARY - BWH   No
(18) K CASPER PIL, TRUSTEE-FAMILY 270,006 SALARY - MVH   No
(19) L HADLEY HADLEY, OFFICER-FAMILY 18,072 SALARY - NWH   No
(20) MCKESSON WATSON, OFFICER/TRUSTEE 20,319,289 PRODUCTS AND SERVICES - NWH   No
(21) MEDICALIS HOLMAN, TRUSTEE 732,978 DECISION SUPPORT SERVICES- BWH   No
(22) NPP DEVELOPMENT KRAFT, TRUSTEE-FAMILY 3,372,088 LEASE - BWH   No
(23) NPS LLC KRAFT, TRUSTEE 360,000 SERVICES - GHC   No
(24) NS CARDIOVASCULAR ROBERTS, TRUSTEE 399,883 SERVICES - NSMC   No
(25) NS CARDIOVASCULAR ROBERTS, TRUSTEE 413,083 SERVICES - NSPG   No
(26) NS HEALTH SYSTEM MCGOUGH, TRUSTEE 581,787 SERVICES - NSMC   No
(27) P HEARON HIGHAM, OFFICER-FAMILY 64,597 SALARY - GHC   No
(28) PFIZER AUSIELLO, KEY EMPLOYEE 3,540,245 PRODUCTS AND SERVICES - GHC   No
(29) R VANDERHOOP SWEET, TRUST./OFF.-FAMILY 151,094 SALARY - MVH   No
(30) RMFCRICO MARKELL, OFFICER 38,346,277 INSURANCE - GHC   No
(31) RMFCRICO TORCHIANA, TRUSTEE 38,346,277 INSURANCE - GHC   No
(32) RMFCRICO MARKELL, TRUSTEE 1,142,343 INSURANCE - MCLEAN   No
(33) RMFCRICO MARKELL, OFFICER 1,099,506 INSURANCE - BWFH   No
(34) RMFCRICO MARKELL, OFFICER 38,883,165 INSURANCE - BWH   No
(35) RMFCRICO MORIARTY, TRUSTEE 38,883,165 INSURANCE - BWH   No
(36) RMFCRICO TORCHIANA, OFFICER 879,524 INSURANCE - MGPO   No
(37) RMFCRICO MORIARTY, TRUSTEE 1,099,506 INSURANCE - BWFH   No
(38) S BRINGHURST BRINGHURST, KEY EMP.-FAM 129,658 SALARY - GHC   No
(39) S HEFFERNAN HEFFERNAN, OFFICER-FAMILY 51,239 SALARY - MGPO   No
(40) THERMOFISHER SPERLING, TRUSTEE 130,733 PRODUCTS - BWFH   No
(41) THERMOFISHER CASPER, TRUSTEE 130,733 PRODUCTS - BWFH   No
(42) THERMOFISHER CASPER, TRUSTEE 9,125,443 PRODUCTS - BWH   No
(43) THERMOFISHER SPERLING, TRUSTEE 9,125,443 PRODUCTS - BWH   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

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.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 131 60,663 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 12,227 FMV
5 Clothing and household
goods ....... 		X 60,291 FMV
6 Cars and other vehicles .. X 1 4,500  
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 589 41,963,715 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X 28 6,035 FMV
19 Food inventory ...        
20 Drugs and medical supplies . X 12 54,155 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ADVERTISING ) X 8 52,957 FMV
26 Other Right pointing arrow large image ( FOOD ) X 172 129,761 FMV
27 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 335 141,859 FMV
28 Other Right pointing arrow large image ( HOTEL PACKAGES ) X 113 106,043 FMV
Other Right pointing arrow large image ( MISCELLANEOUS ) X 187 159,566 FMV
Other Right pointing arrow large image ( PORTRAITS ) X 25 11,430 FMV
Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 51 31,996 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 81 154,985 FMV
Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 14 59,173 FMV
Other Right pointing arrow large image ( JEWLERY ) X 30 58,686 FMV
Other Right pointing arrow large image ( COMPUTER EQUIPMENT ) X 1 499 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 through 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) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE N
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
bullet Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet Attach to Form 990 or 990-EZ.
bulletInformation about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number
90-0656139
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed.Click to see list of attachments
1(a)Description of asset(s)
distributed or transaction
expenses paid		 (b)Date of
distribution		 (c)Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d)Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e)EIN of recipient (f)Name and address of recipient (g)IRC section
of recipient(s) (if
tax-exempt) or type
of entity
CASH 09-30-2014 844 Book Value 04-3466314 BRIGHAM AND WOMEN'S PHYSICIANS ORG
75 FRANCIS STREET
BOSTON,MA02115 		501(c)(3)
ACCOUNTS RECEIVABLE 09-30-2014 8,527,623 BOOK VALUE 04-3466314 BRIGHAM AND WOMEN'S PHYSICIAN ORG
75 FRANCIS STREET
BOSTON,MA02115 		501(c)(3)


















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
 
No
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
No
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . .
2c
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? . . . . .
2d
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2013)

Schedule N (Form 990 or 990-EZ) (2013)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III . . . . . . . . . . .
3
Yes
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? . . . . . .
4a
Yes
 
b
If "Yes," did the organization provide such notice? . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? . . . . . . . . . . . . . . . . .
5
Yes
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? . . . . . . . . . . . . . . . . . . . .
6a
 
No
b
Did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws? .
6b
 
 
c
If "Yes" to line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No," explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid		 (b) Date of
distribution		 (c) Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d) Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
 
No
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
No
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2c
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? . . . . . . .
2d
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
Schedule N(Form 990 or 990-EZ) (2013)

Schedule N (Form 990 or 990-EZ) (2013)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
MERGER BWH ANESTHESIA RESEARCH AND EDUCATION FOUNDATION, INC., TAX ID # 04-3492603, MERGED WITH BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC., TAX ID # 04-3466314, AS OF 09/30/2014. ITS' BALANCE SHEET CONSISTED OF CASH IN THE AMOUNT OF $844 AND ACCOUNTS RECEIVABLE IN THE AMOUNT OF $134,060. BRIGHAM RADIOLOGY RESEARCH AND EDUCATION FOUNDATION, INC., TAX ID # 04-3425905, MERGED WITH BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC., TAX ID # 04-3466314, AS OF 09/30/2014. ITS' BALANCE SHEET CONSISTED OF ACCOUNTS RECEIVALBE IN THE AMOUNT OF $8,393,563. BWH ANESTHESIA RESEARCH AND EDUCATION FOUNDATION, INC. AND BRIGHAM RADIOLOGY RESEARCH AND EDUCATION FOUNDATION, INC. HAVE BEEN PART OF THE GROUP RETURN IN PRIOR YEARS AS HAS BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. WHICH CONTINUES TO BE PART OF THE GROUP RETURN.
Schedule N (Form 990 or 990-EZ) (2013)


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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Return Reference Explanation
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 MERGED INTO THE BRIGHAM AND WOMENS PHYSICIANS ORGANIZATION AS OF 09/30/2014 BWH Anesthesia Research and Education Foundation, Inc. (ANES)- EIN 04-3492603 MERGED INTO THE BRIGHAM AND WOMENS PHYSICIANS ORGANIZATION AS OF 09/30/2014 BWH Research, Inc. (BWHR) - EIN 04-3011445, FRC, Inc. (FRC), also referred to as Spaulding Nursing and Therapy Center - West Roxbury & Spaulding Nursing and Therapy Center - North End - EIN 22-2632121 COOLEY DICKINSON HOSPITAL, INC. (CDH) - EIN 22-2617175 VNA & HOSPICE OF COOLEY DICKINSON, INC. (VHCD) - EIN 04-2104788 COOLEY DICKINSON HEALTH CARE CORPORATION (CDHC) - EIN 04-2103561 CD PRACTICE ASSOCIATES, INC (CDPA) - EIN 04-3194547 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, WNR, Inc. (WNR) - EIN 04-3419920
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.
Form 990, Part VI, Section A, Line 2 SCOTT SPERLING & MARK CASPER - BUSINESS RELATIONSHIP PETER MARKELL & G. MARSHALL MORIARTY - BUSINESS RELATIONSHIP PETER MARKELL & DAVID TORCHIANA - Business relationship PETER MARKELL & WILLIAM COWAN - BUSINESS RELATIONSHIP JOHN DEUTCH & ARTHUR GOLDSTEIN - BUSINESS RELATIONSHIP JOHN DEUTCH & RONALD SKATES - BUSINESS RELATIONSHIP THOMAS GRAPE & CHARLES WU - BUSINESS RELATIONSHIP RICHARD HOLBROOK, TERRENCE MCGINNIS, RICHARD BANE, & J. BRIAN MCCARTHY - BUSINESS RELATIONSHIP RICHARD HOLBROOK, J. BRIAN MCCARTHY, TERRENCE MCGINNIS, & CHARLES DESMOND - BUSINESS RELATIONSHIP ANTHONY KLEIN & JEFFREY SHRIBMAN - BUSINESS RELATIONSHIP ANTHONY KLEIN & KEVIN BOTTOMLEY - BUSINESS RELATIONSHIP JEFFREY SHRIBMAN & KEVIN BOTTOMLEY - BUSINESS RELATIONSHIP BRUCE DANZINGER & ROBERT DANZIGER - FAMILY RELATIONSHIP
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, Brigham & Women's Obstetrics and Gynecology Research & Education Foundation, Inc.
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, 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; 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 May 5, 2015 meeting. The process for preparing and reviewing Form 990 was discussed at the May 13, 2015 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.
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.
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 Susan B. Kelly John A. Lewis, M.D. Gilbert H. Mudge, Jr., M.D. Frederick J. Schoen, M.D., Ph.D. Elizabeth S. Taylor Gerard P. Walsh Rachel Scheer Wasserstrom 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.
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.
Form 990, Part VII Dale Adler, M.D.: Trustee - BWPO Cary W. Akins, M.D.: Trustee - NCHF Richard Alexander, M.D.: Trustee - NSPG Tibby Allen: Trustee - NCHF; Clerk - NCHF Stephen C. Anderson: Trustee - NCH; Trustee - NCHF Joan M. Archer: Trustee - NWCF; President - NWCF Stanley W. Ashley, M.D.: Trustee - BWPO; Trustee - MED Richard C. Bane - Trustee, NSMC, NSMCHC Maureen Banks: COO - PCC; Trustee - HSC; President - FRC,RHCI,SHC,SKRH Robert L. Barbieri, M.D.: Trustee - BWPO,OBGYN; President - OBGYN William S. Barker: Trustee - NWCF David S. Barlow: Chairman - MCL,MCH Joan M. Barrett: Trustee - NWCF Nesli Basgoz, M.D.: Trustee - MGH,GHC W. Geoffrey Beattie: Trustee - NCH Carolyn Beckerdorff: Trustee - NWH, NWHC Judith G. Belash: Trustee - NCH; Clerk - NCH Sanford A. Belden - Trustee - CDH,CDHCC,VHCD; Trustee - CDPA (10/01/13-09/01/2014) Janis P. Bellack, Ph.D., R.N., FAAN: Trustee - PMI Joan M. Bengtson, M.D.: Trustee - BWPO Sibel Bessim, M.D.: Trustee - NWCF Jeanne E. Blake: Trustee - MCL,MCHC Christine A. Blaski, M.D.: Trustee - NSPG Edward B. Bloom: Trustee - NWH, NWHC Michael L. Blute, Sr., M.D.: TRUSTEE - CDH,CDHCC,VHCD Sally Mason Boemer: SR. VP OF FINANCE - MGH,GHC; TREASURER - NSPG,NSMC,NSMC HC; TRUSTEE - NSPG Kenneth R. Bordwieck: TRUSTEE - CDH,CDHCC,VHCD Betsy Broadman: TRUSTEE - FRIENDS Kevin Bottomley: TRUSTEE - NSMC, NSMC HC Debra K. Brede: TRUSTEE - NWH, NWHC John F. Brennan, Jr.: TRUSTEE - MCL,MCHC Elaine L. Bridge: SR. VP OF PATIENT SERVICES & CNO - NWH; PRESIDENT - NWCC; TRUSTEE - NWCC O'Neil A. Britton, M.D.: TRUSTEE - BWH,BWFH,BWHC Mary R. Brown: SECRETARY - MVH,WNR; TRUSTEE - MVH,WNR David F. Brown, M.D.: TRUSTEE - CDH,CDHCC,VHCD Tedy L. Bruschi: TRUSTEE - PCC,SRH,SHC,SKRH,FRC,PHC,RHCI Robert H. Brust: TRUSTEE - NCH, TREASURER - NCH John J. Burke: TRUSTEE - NCH Roxanne C. Ruppel: SR. VP OF OPERATIONS - NSMC; TRUSTEE - NSPG John C. Cannistraro, Jr.: TRUSTEE - NWCF Bernard S. Carrey: TRUSTEE - NCH Marc N. Casper: TRUSTEE - BWH,BWHC,BWFH Stephen Cavanagh: TRUSTEE - CDH,CDHCC,VHCD Bruce A. Chabner, M.D.: TRUSTEE - NCH Alain A. Chaoui, M.D.: TRUSTEE - NSMC,NSMC HC Ennio A. Chiocca, M.D., Ph.D.: TRUSTEE - BWPO William Reed Chisholm, II: TRUSTEE - NCH Joseph A. Ciffolillo: TRUSTEE - MGPO Eugene Howard Clapp: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC Eileen Codyer: TRUSTEE - FRIENDS Christopher M. Coley, M.D.: TRUSTEE - MGPO Earl M. Collier, Jr.: CHAIRMAN - NWH,NWHC,NWCF,NWAS G. Drew Conway: TRUSTEE - NWH,NWHC Jennifer Costain: TRUSTEE - NSPG William M. Cowan: TRUSTEE - GHC (07/18/2014-09/30/2014); TRUSTEE - MGH (06/24/2014-09/30/2014) Susan C. Crampton: TRUSTEE - MVH,WNR Thomas P. Cunningham, III: TRUSTEE - NWH,NWHC Richard L. Curtis, M.D.: TRUSTEE - NWCF Bruce Danziger: TRUSTEE - NWCF Robert A. Danziger: TRUSTEE - NWCF Ernesto DaSilva, M.D.: TRUSTEE - NSPG Judith M. Davenport, D.M.D. - TRUSTEE - MVH,WNR Charles F. Desmond: TRUSTEE - NSMC,NSMC HC John M. Deutch: TRUSTEE - MGPO,PMI James M. Donnelly, M.D.: TRUSTEE - CDH,CDHCC,VHCD Terence P. Doorly, M.D.: TRUSTEE - NSPG Peter M. Doubilet, M.D.,Ph.D.: TRUSTEE - BWPO John P. Drislane: TRUSTEE - NSMC,NSMC HC Molly Dunne: TRUSTEE - FRIENDS Brandon E. Earp, M.D.: TRUSTEE - BWFH,BWH,BWHC William R. Elfers: TRUSTEE - NWH,NWHC,NWCF,NWAS Khama Ennis-Holcombe, M.D.: TRUSTEE - CDH,CDHCC,VHCD (09/19/2014- 09/30/2014) Arthur J. Epstein: TRUSTEE - NSMC,NSMC HC Carlos Fernandez-del Castillo, M.D.: TRUSTEE - MGPO Anne M. Finucane: TRUSTEE - BWH,BWHC,BWFH Jennifer Cofer Flanagan: TRUSTEE - NSMC,NSMC HC; TRUSTEE - NSPG (01/01/2014-09/30/2014) Nancy S. Foster: TRUSTEE - NWCF Bruce H. Freedman: TRUSTEE - NWHC, NWCF (09/23/2014-09/30/2014) Lawrence S. Friedman, M.D.: TRUSTEE - NWH,NWHC Joseph P. Frolkis, M.D., Ph.D.: TRUSTEE - BWPO Kathy George: TRUSTEE - FRIENDS (10/24/2013-09/30/2014) Charles K. Gifford: TRUSTEE - MGH,GHC,NCH Lina Gillies: TRUSTEE - NPO Jeffrey A. Golden, M.D.: PRESIDENT - PATH; TRUSTEE - PATH,BWPO Michael Goldstein, M.D.: TRUSTEE - NSMC,NSMC HC Arthur L. Goldstein: TRUSTEE - MGPO Benjamin A. Gomez: TRUSTEE - NWH,NWHC William P. Gorth: TRUSTEE - CDH,CDHCC,VHCD Michele L. Gougeon, M.Sc.: SECRETARY - MCL,MCHC (01/16/2014-09/30/2014) Thomas H. Grape: TRUSTEE - NWH,NWHC,NWAS Erwin L. Greenberg: TRUSTEE - NCH Peter T. Greenspan, M.D.: TRUSTEE - MGPO Sally Griggs: TRUSTEE - CDH,CDHCC,VHCD Maureen O. Hackett: PRESIDENT & CHAIRWOMAN - NCHF; TRUSTEE - NCH Gerard F. Hadley: INTERIM TREASURER - NWH,NWHC,NWAS,NWCF,NWCC (10/01/2014-10/01/2014), TRUSTEE NWAS,NWCC Steven R. Haley: TRUSTEE - BWH,BWHC,BWFH Robert Handin, M.D.: TRUSTEE - MED Jay R. Harris, M.D.: TRUSTEE - BWPO Mitchel B. Harris, M.D.: TRUSTEE - BWPO George Hartnell, M.D.: TRUSTEE - CDPA Annemarie Heath: TRUSTEE - CDPA Peter Helms: TRUSTEE - FRIENDS Brent L. Henry, Esq.: TRUSTEE - MVH,PMI,WNR John W. Henry: - TRUSTEE - MGH,GHC (10/01/2014-04/18/2014) Mairead Hickey, Ph.D., R.N.: COO - BWH; TRUSTEE - PATH Kevin F. Hickey: TRUSTEE - NCH Richard E. Holbrook: CHAIRMAN - NSMC,NCMC HC Albert A. Holman, III: SECRETARY - BWHC,BWH,BWFH; TRUSTEE - BWHC,BWH,BWFH H. Robert Horvitz, Ph.D.: TRUSTEE - MGH,GHC Terrie E. Inder, M.B.CH.B.: TRUSTEE - BWPO Ann T. Ingram: TRUSTEE - NWCF David Ives: TRUSTEE - NSMC, NSMC HC Alan Anthony James: TRUSTEE MVH,WNR,CDH,CDHCC,VHCD Melissa Weiner Janfaza: TRUSTEE - BWH,BWHC,BWFH (07/01/2014-09/30/2014) Andre' C. Jasse: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC Karen Jeknavorian: TRUSTEE - FRIENDS Stephen R. Jenney: TRUSTEE - OBGYN Mark D. Johnson, M.D., Ph.D.: TRUSTEE - BWPO Lise C. Johnson, M.D.: TRUSTEE - BWPO Patrick F. Jordan, III: TRUSTEE & PRESIDENT - NWAS; PRESIDENT - NWCF,NWH,NWHC(10/01/13-10/01/13); COO - NWH Leonard B. Kaban, D.M.D., M.D.: TRUSTEE: MGPO Steven E. Kapfhammer: PRESIDENT - NSPG; TRUSTEE - NSPG James L. Kaplan, Ph.D.: TRUSTEE - NWH,NWHC,NWCF Sinesia Karol: TRUSTEE - NWCF Stephen R. Karp: TRUSTEE - NCH Steven M. Kaye: TRUSTEE - BWH,BWHC,BWFH Richard M. Kelleher: TRUSTEE - MCL, MCHC Susan B. Kelly: TREASURER - FRIEND; TRUSTEE - FRIENDS Christopher J. Kelly: TRUSTEE - NWH,NWHC,NWCF Edward T. Kenyon: TRUSTEE - MVH,WNR Barrett Kitch, M.D.: TRUSTEE - NSPG Anthony A. Klein: TRUSTEE - NSMC,NSMC HC Wendell J. Knox: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC Bhavani S. Kodali, M.D.: TRUSTEE BWPO Margaret M. Koehm, M.D.: TRUSTEE - NCH Joshua M. Kraft: TRUSTEE - BWH,BWHC,BWFH (07/01/2014-09/30/2014) Jonathan A. Kraft: TRUSTEE - MGH,GHC Seth Kupferschmid, M.D.: TRUSTEE - CDPA Thomas S. Kupper, M.D.: TRUSTEE - BWPO Kevin L. Lake: SECRETARY - CDH,VHCD,CDHCC; TRUSTEE - CDH,VHCD,CDHCC Pamela L. Lawrence: TRUSTEE - NSPG James J. Lehane: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC (10/01/2013- 07/02/2014) Jeffrey M. Leiden, M.D., Ph.D.: TRUSTEE - BWH,BWHC,BWFH John A. Lewis, M.D.: TRUSTEE - BWFH,BWH,BWHC Erica J. Liebermann: - TRUSTEE - CDPA Jay Loeffler, M.D.: TRUSTEE - MGPO Joseph Loscalzo, M.D., Ph.D.: TRUSTEE - BCP,BWFH,BWH,BWHC,BWPO,MED; PRESIDENT - MED Stacey Lucchino: TRUSTEE - MCL,MCHC Stanley J. Lukowski: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC Everett T. Lyn, M.D.: TRUSTEE - NSPG Andrew Madden: TRUSTEE - FRIENDS Frederick Mandell, M.D.: TRUSTEE NCH Peter K. Markell: TRUSTEE - MCL,MCHC,PMI,HSC; PRESIDENT - HSC; TREASURER - BWFH,BWHC,BWH,MGH,GHC,PMI Pauline Marney: - Trustee - CDH,CDHCC,VHCD Joanne Marqusee: PRESIDENT - CDH,CDHCC,VHCD; SECRETARY - CDPA; TRUSTEE - CDPA Carl J. Martignetti: TRUSTEE - MGH,GHC Navneet Marwaha, M.D.: TRUSTEE - CDPA J. Brian McCarthy: TRUSTEE - NSMC, NSMC HC Terrence McGinnis: TRUSTEE - NSMC,NSMC HC; CHAIRMAN - NSPG Maury E. McGough, M.D.: TRUSTEE - NSMC, NSMC HC, NSPG Joseph C. McNay: TRUSTEE - BWPO 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 Barry Mills: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC Cathy E. Minehan: CHAIRWOMAN - MGH,GHC; TRUSTEE - MGPO Michael A. Molinar: TREASURER - NCHF; TRUSTEE - NCHF G. Marshal Moriarty, Esq.: CHAIRMAN - BWH,BWHC; TRUSTEE - BRF,BWHR(10/01/2013-01/15/2014); TRUSTEE - BWFH (10/01/2013-01/01/2014) Laura B. Morse: TRUSTEE - MGPO Elizabeth A. Mort Calcagni, M.D., M.P.H.: TRUSTEE - FRC,PCC,PHC,RHCI,SHC,SKRH,SRH,CDH,CDHCC,VHCD Cynthia Morton, Ph.D.: TRUSTEE - OBGYN John Mottern: TRUSTEE - FRIENDS Michael Muehe: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC Stuart B. Mushlin, M.D.,F.A.C.P.: TRUSTEE - PMI Elizabeth G. Nabel, M.D.: TRUSTEE - BWPO,BRF,BWFH,BWHC,BWH,BWHR; PRESIDENT - BRF,BWFH,BWHC,BWH,BWHR Albert Namias, M.D.: TRUSTEE - NSPG Philip A. Nardone, Jr.: TRUSTEE - NCH Andrea Ng, M.D.: TRUSTEE - BWPO Robert G. Norton: TRUSTEE - NSMC, NSMC HC; PRESIDENT - NSMC,NSMC HC John N. Nunnelly: PRESIDENT - CDPA; TRUSTEE - CDH,CDHCC,VHCD,CDPA Michael F. O'Connell, Esq.: TRUSTEE - BWPO Robert L. Paglia: TRUSTEE - NWCF Marie Louise Palandjian: TRUSTEE - NWCF Krishna Palepu: TRUSTEE - PMI (11/26/2013-09/30/2014) Ernest C. Parizeau: TRUSTEE - NWH,NWHC Timothy Parsons, M.D.: TRUSTEE - CDPA Gregory J. Pauly: TRUSTEE - NCH Diane R. Pearl, M.D.: TRUSTEE - NC
Form 990, Part XI, Line 9 Other changes in net assets or fund balances relate to: - Change in funded status of defined benefit plans $-384,484,239 - Equity Investment Activity $125,361,041 - Other Changes in Net Assets $140,850 - FAS 136 Eliminations - change FY13-FY14 $5,564,000 Beginning Net Assets of CDH,CDPA,VHCD,CDHCC as this is the first year they are includible in the group $113,604,000 Total $-139,814,348
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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
 
(2) PARTNERS HEALTHCARE INTERNATIONAL LLC
800 BOYLSTON STREET
BOSTON,MA02199
20-5281203 		MED TRAINING MA 18,387,496 19,079,760 PHS
 
(3) PD PRODUCTIONS LLC
101 MERRIMAC STREET 3RD FLOOR
BOSTON,MA02114
56-2383458 		MED EDUCATION MA 0 0 PHS
 
(4) GENEINSIGHT LLC
101 HUNTINGTON AVENUE
BOSTON,MA02199
46-1081053 		R&D MA 2,360,909 0 PHS
 




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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled 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
 
 
No
(4) Community Medical Alliance Inc

253 Summer Street

Boston,MA02210
04-3454185 		Insurance MA 501(c)(3) 11A NHP
 
 
No
(5) 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) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) PHS Bay Colony Fund

245 Parke Avenue
NY,NY10167
13-3887448 		Investments DE PPIA
  		EXCLUDED -375,271 2,089,751   No -327,707   No 93.945 %
(2) WELLINGTON TRUST COMPANY NA

280 CONGRESS STREET
BOSTON,MA02210
04-6657593 		INVESTMENTS MA PPIA
  		EXCLUDED 385,952 64,610,183   No 0   No 86.455 %
(3) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE 4TH FLOOR
BOSTON,MA02199
26-2899986 		INVESTMENTS MA NA
  		EXCLUDED 0 21,720,834     0     100.000 %
(4) PARTNERS HEALTHCARE SYSTEM POOLED

101 MERRIMACK STREET
BOSTON,MA02110
04-3268842 		INVESTMENTS MA PHS
  		EXCLUDED 419,481,337 8,290,130,162   No 570,635   No 99.809 %






Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(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 0 %   No
(2) Newton-Wellesley Physician Hospital Org

2014 Washington Street
Newton,MA02462
04-3209749 		Healthcare MA NWHC
  		C 4,547,992 8,755,322 100.000 % Yes  
(3) BSC Inc

75 Francis Street
Boston,MA02115
04-2987478 		Telecommunica MA BWHC
  		C 0 0 0 % Yes  
(4) GENEINSIGHT INC

101 HUNTINGTON AVENUE
BOSTON,MA02199
47-1764599 		SOFTWARE MA PHS
  		C CORP 0 0 0 %   No






Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
 
 
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
 
No
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
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
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 related 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 4,894,264 FMV
(3) Brigham and Women's Hospital Inc

 1c 128,976,405 FMV
(4) Brigham and Women's Obstetrics and Gyn

 1b 460,000 FMV
(5) Brigham Pathology Research and Education Foun

 1b 265,959 FMV
(6) Brigham Radiology Research and Education Foun

 1b 1,220,000 FMV
(7) The McLean Hospital Corporation

 1c 21,248,550 FMV
(8) Martha's Vineyard Hospital Inc

 1a(i) 52,162 FMV
(9) Nantucket Cottage Hospital

 1a(i) 122,971 FMV
(10) Rehabilitation Hospital of the Cape and Isl

 1a(i) 17,649 FMV
(11) The General Hospital Corporation

 1a(iv 5,445,822 FMV
(12) Massachusetts General Physicians Org

 1a(iv 2,158,595 FMV
(13) The General Hospital Corporation

 1c 98,404,996 FMV
(14) Massachusetts General Physicians Org

 1c 7,703,819 FMV
(15) The General Hospital Corporation

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

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

 1b 52,150,000 FMV
(18) Partners Home Care Inc

 1b 3,012,727 FMV
(19) Spaulding Hospital - Cambridge Inc

 1b 4,253,029 FMV
(20) Shaughnessy-Kaplan Rehabilitation Hospital

 1b 6,285,201 FMV
(21) Rehabilitation Hospital of the Cape and Isl

 1c 275,632 FMV
(22) THE SPAULDING REHABILITATION HOSPITAL CORP

 1c 5,237,852 FMV
(23) FRC INC

 1c 845,944 FMV
(24) The Spaulding Rehabilitation Hospital Corp

 1l 4,820,004 FMV
(25) Partners Home Care Inc

 1l 6,324,996 FMV
(26) FRC Inc

 1l 2,190,000 FMV
(27) Spaulding Hospital - Cambridge Inc

 1l 4,331,004 FMV
(28) Rehabilitation Hospital of the Cape and Isl

 1l 2,091,996 FMV
(29) Shaughnessy-Kaplan Rehabilitation Hospital

 1l 2,379,996 FMV
(30) WNR Inc

 1a(iv 62,086 FMV
(31) WNR Inc

 1k 210,864 FMV
(32) WNR Inc

 1l 892,863 FMV
(33) WNR Inc

 1o 107,649 FMV
(34) WNR Inc

 1q 638,657 FMV
(35) COOLEY DICKINSON HOSPITAL

 1b 254,086 FMV
(36) COOLEY DICKINSON HOSPITAL

 1c 645,998 FMV
(37) COOLEY DICKINSON HOSPITAL

 1p 170,768 FMV
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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