TY 2013 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) BRENNER-GATI MD LEONA........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(2) CHAIKOF MD PHD ELLIOT L........................................................................ TRUSTEE	1.00 .......................64.00	X		0	920,443	108,649
(3) DIENSTAG MD JULES........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(4) EDELHEIT PHD LEWIS S........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(5) FLIER MD JEFFREY S........................................................................ TRUSTEE & CO-CHAIR	1.00 .......................59.00	X	X	0	603,542	52,815
(6) GOLDBERG CAROL R........................................................................ TRUSTEE	1.00 .......................1.00	X		0	0	0
(7) GRAY PHD MARTHA........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(8) JICK DANIEL J........................................................................ TRUSTEE	1.00 .......................16.00	X		0	0	0
(9) KAY STEPHEN........................................................................ TRUSTEE	1.00 .......................16.00	X		0	0	0
(10) MEEKER MD DAVID........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(11) RABKIN MD MITCHELL T........................................................................ TRUSTEE	1.00 .......................2.00	X		0	6,000	0
(12) ROSENBERG MD STUART A........................................................................ TRUSTEE	1.00 .......................64.00	X		0	1,032,308	66,675
(13) SCHWARTZSTEIN MD RICHARD M........................................................................ TRUSTEE & EXEC DIR	21.00 .......................44.00	X	X	150,368	305,293	55,973
(14) STEVENSON MD PHD MARY ANN........................................................................ TRUSTEE	1.00 .......................59.00	X		0	610,579	78,719
(15) SUKHATME MD SCD VIKAS P........................................................................ TRUSTEE	1.00 .......................59.00	X		0	620,970	54,013
(16) TABB MD KEVIN........................................................................ TRUSTEE & CO-CHAIR	1.00 .......................64.00	X	X	0	1,307,416	46,916
(17) ZEIDEL MD MARK L........................................................................ TRUSTEE	1.00 .......................64.00	X		0	714,123	64,088

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(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

(1) BRENNER-GATI MD LEONA........................................................................
TRUSTEE

1.00
.......................

(2) CHAIKOF MD PHD ELLIOT L........................................................................
TRUSTEE

1.00
.......................64.00

920,443

108,649

(3) DIENSTAG MD JULES........................................................................
TRUSTEE

1.00
.......................

(4) EDELHEIT PHD LEWIS S........................................................................
TRUSTEE

1.00
.......................

(5) FLIER MD JEFFREY S........................................................................
TRUSTEE & CO-CHAIR

1.00
.......................59.00

603,542

52,815

(6) GOLDBERG CAROL R........................................................................
TRUSTEE

1.00
.......................1.00

(7) GRAY PHD MARTHA........................................................................
TRUSTEE

1.00
.......................

(8) JICK DANIEL J........................................................................
TRUSTEE

1.00
.......................16.00

(9) KAY STEPHEN........................................................................
TRUSTEE

1.00
.......................16.00

(10) MEEKER MD DAVID........................................................................
TRUSTEE

1.00
.......................

(11) RABKIN MD MITCHELL T........................................................................
TRUSTEE

1.00
.......................2.00

6,000

(12) ROSENBERG MD STUART A........................................................................
TRUSTEE

1.00
.......................64.00

1,032,308

66,675

(13) SCHWARTZSTEIN MD RICHARD M........................................................................
TRUSTEE & EXEC DIR

21.00
.......................44.00

150,368

305,293

55,973

(14) STEVENSON MD PHD MARY ANN........................................................................
TRUSTEE

1.00
.......................59.00

610,579

78,719

(15) SUKHATME MD SCD VIKAS P........................................................................
TRUSTEE

1.00
.......................59.00

620,970

54,013

(16) TABB MD KEVIN........................................................................
TRUSTEE & CO-CHAIR

1.00
.......................64.00

1,307,416

46,916

(17) ZEIDEL MD MARK L........................................................................
TRUSTEE

1.00
.......................64.00

714,123

64,088

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(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

(18) ZINNER MD STEPHEN........................................................................
TRUSTEE

1.00
.......................

(19) COUGHLIN CHRISTINE........................................................................
ASSOCIATE DIRECTOR

2.00
.......................18.00

4,948

44,530

3,626

(20) HUGHES CAROL A........................................................................
CLERK & OPERATIONS MANAGER

12.00
.......................48.00

21,350

85,402

28,218

(21) WANG DIANA........................................................................
TREASURER & FIN ANALYST

12.00
.......................8.00

17,337

11,558

2,500

(22) BUEHRENS ERIC........................................................................
FRMR TRUSTEE & CO-CHAIR

0.00
.......................0.00

446,608

17,604

(23) LEVY PAUL........................................................................
FRMR TRUSTEE & CO-CHAIR

0.00
.......................0.00

89,808

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

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	198,414	198,414
2	Grants and other assistance to individuals in the United States. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	31,036	31,036
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	11,212		11,212
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,503		1,503
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........
12	Advertising and promotion ....
13	Office expenses .......	3,881		3,881
14	Information technology ......	2,500	2,500
15	Royalties ..
16	Occupancy ...........	3,318	3,318
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	94,566	94,566
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	10,289		10,289
23	Insurance ..............
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	TEACHING HONORARIUM	59,242	59,242	0	0
b	MISCELLANEOUS	11,203	3,325	7,878	0
c	COPYRIGHT PERMISSION	3,893	3,893	0	0
d	DUES & SUBSCRIPTIONS	1,248	0	1,248	0
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	432,305	396,294	36,011	0
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 if following SOP 98-2 (ASC 958-720).

Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.

(A)
Total expenses

(B)
Program service expenses

(D)
Fundraising expenses

Grants and other assistance to governments and organizations in the United States. See Part IV, line 21

198,414

Grants and other assistance to individuals in the United States. See Part IV, line 22

Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16

Benefits paid to or for members

Compensation of current officers, directors, trustees, and key employees ....

31,036

Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....

Other salaries and wages

Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....

Other employee benefits .......

Payroll taxes ...........

Fees for services (non-employees):

Management ......

Legal .........

Accounting ...........

11,212

Lobbying ...........

Professional fundraising services. See Part IV, line 17

Investment management fees ......

1,503

Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........

Advertising and promotion ....

Office expenses .......

3,881

Information technology ......

2,500

Royalties ..

Occupancy ...........

3,318

Travel ............

Payments of travel or entertainment expenses for any federal, state, or local public officials ......

Conferences, conventions, and meetings ....

94,566

Interest ...........

Payments to affiliates .......

Depreciation, depletion, and amortization .....

10,289

Insurance ..............

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.)

TEACHING HONORARIUM

59,242

MISCELLANEOUS

11,203

3,325

7,878

3,893

DUES & SUBSCRIPTIONS

1,248

All other expenses

Total functional expenses. Add lines 1 through 24e

432,305

396,294

36,011

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).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	512,759	1	550,580
2	Savings and temporary cash investments .........		2
3	Pledges and grants receivable, net ...........		3
4	Accounts receivable, net .............	118,495	4	191,307
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
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
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........		9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	126,623
b	Less: accumulated depreciation .....	10b	65,263	71,649	10c	61,360
11	Investments—publicly traded securities ..........		11
12	Investments—other securities. See Part IV, line 11 .....	1,897,330	12	2,030,025
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........	264,427	15	249,462
16	Total assets. Add lines 1 through 15 (must equal line 34)......	2,864,660	16	3,082,734
	17	Accounts payable and accrued expenses .........	24,980	17	10,319
18	Grants payable .................		18	90,942
19	Deferred revenue ................		19	17,585
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
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..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	24,427	25	0
26	Total liabilities. Add lines 17 through 25.........	49,407	26	118,846
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	1,156,722	27	1,252,927
28	Temporarily restricted net assets ...........	760,531	28	812,961
29	Permanently restricted net assets ...........	898,000	29	898,000
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	2,815,253	33	2,963,888
34	Total liabilities and net assets/fund balances ........	2,864,660	34	3,082,734

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

Cash–non-interest-bearing .............

512,759

550,580

Savings and temporary cash investments .........

Pledges and grants receivable, net ...........

Accounts receivable, net .............

118,495

191,307

Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................

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

Notes and loans receivable, net .............

Inventories for sale or use ..............

Prepaid expenses and deferred charges ..........

10a

Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D

10a

126,623

Less: accumulated depreciation .....

10b

65,263

71,649

10c

61,360

Investments—publicly traded securities ..........

Investments—other securities. See Part IV, line 11 .....

1,897,330

2,030,025

Investments—program-related. See Part IV, line 11 .....

Intangible assets ...............

Other assets. See Part IV, line 11 ...........

264,427

249,462

Total assets. Add lines 1 through 15 (must equal line 34)......

2,864,660

3,082,734

Accounts payable and accrued expenses .........

24,980

10,319

Grants payable .................

90,942

Deferred revenue ................

17,585

Tax-exempt bond liabilities .............

Escrow or custodial account liability. Complete Part IV of Schedule D..

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..........

Secured mortgages and notes payable to unrelated third parties ..

Unsecured notes and loans payable to unrelated third parties ....

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....................

24,427

Total liabilities. Add lines 17 through 25.........

49,407

118,846

Organizations that follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 27 through 29, and lines 33 and 34.

Unrestricted net assets ..............

1,156,722

1,252,927

Temporarily restricted net assets ...........

760,531

812,961

Permanently restricted net assets ...........

898,000

Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 30 through 34.

Capital stock or trust principal, or current funds ........

Paid-in or capital surplus, or land, building or equipment fund .....

Retained earnings, endowment, accumulated income, or other funds

Total net assets or fund balances ...........

2,815,253

2,963,888

Total liabilities and net assets/fund balances ........

2,864,660

3,082,734

(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.?
Yes	No	Yes	No	Yes	No
(A) BETH ISRAEL DEACONESS MEDICAL CENTER	042103881	3	Yes			198,147
(B) PRESIDENT & FELLOWS OF HARVARD COLLEGE	042103580	4	Yes			198,147
Total						396,294

	(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 ........


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

		Amount
c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

	(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	1,658,531	1,634,038	1,655,773	1,595,377	1,607,738
b	Contributions ........			20,000
c	Net investment earnings, gains, and losses	143,793	165,638	20,325	129,560	116,954
d	Grants or scholarships .....	20,000
e	Other expenditures for facilities and programs ........	71,363	141,145	62,060	69,164	129,315
f	Administrative expenses ....
g	End of year balance ......	1,710,961	1,658,531	1,634,038	1,655,773	1,595,377

Description of property	(a) Cost or other basis (investment)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............	71,661	18,442	53,219
d	Equipment ................	54,962	46,821	8,141
e	Other .................
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......	61,360

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	622,543
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	46,217
b	Donated services and use of facilities .........	2b	43,106
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................	2e	89,323
3	Subtract line 2e from line 1.....................	3	533,220
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	1,503
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................	4c	1,503
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......	5	534,723

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	473,908
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a	43,106
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................	2e	43,106
3	Subtract line 2e from line 1.....................	3	430,802
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	1,503
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................	4c	1,503
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......	5	432,305

Return Reference	Explanation
PART X, LINE 2:	THE INSTITUTE HAS EVALUATED THE TAX POSITIONS TAKEN ON RETURNS FOR OPEN YEARS AND THOSE EXPECTED TO BE TAKEN ON RETURNS FOR THE YEAR ENDED JUNE 30, 2014. IT IS MANAGEMENT'S BELIEF THAT SUCH TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. RETURNS FOR TAX YEARS BEGINNING WITH THOSE FILED FOR THE YEAR ENDED JUNE 30, 2011 ARE OPEN TO EXAMINATION.

(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) HARVARD MEDICAL FACULTY PHYSICIANS
AT BETH ISRAEL DEACONESS - 375
LONGWOOD AVE
BOSTON,MA02215

22-2768204

501(C)(3)

144,514

TO SUPPORT THE MEDICAL EDUCATION RESEARCH

(2) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON,MA02215

04-2103881

501(C)(3)

53,900

TO SUPPORT THE MEDICAL EDUCATION RESEARCH ASSOCIATES, FINANCIAL ANALYST

(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

Return Reference	Explanation
PART I, LINE 2:	SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE GIVEN TO THE PRINCIPAL INVESTIGATOR'S DEPARTMENT ADMINISTRATOR FOR DISTRIBUTION ACCORDING TO THE GRANT BUDGET. MONITORING OF THE RELATED RESEARCH ACTIVITY IS CONDUCTED BY THE DIRECTOR OF EDUCATION RESEARCH WITH THE PRINCIPAL INVESTGATOR THOURGHOUT THE GRANT YEAR.

Return Reference

Explanation

PART I, LINE 2:

SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE GIVEN TO THE PRINCIPAL INVESTIGATOR'S DEPARTMENT ADMINISTRATOR FOR DISTRIBUTION ACCORDING TO THE GRANT BUDGET. MONITORING OF THE RELATED RESEARCH ACTIVITY IS CONDUCTED BY THE DIRECTOR OF EDUCATION RESEARCH WITH THE PRINCIPAL INVESTGATOR THOURGHOUT THE GRANT YEAR.

(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
(1)CHAIKOF MD PHD ELLIOT LTRUSTEE	(i) (ii)	0 905,777	0 0	0 14,666	0 74,017	0 34,632	0 1,029,092
(2)FLIER MD JEFFREY STRUSTEE & CO-CHAIR	(i) (ii)	0 583,916	0 15,000	0 4,626	0 32,565	0 20,250	0 656,357
(3)ROSENBERG MD STUART ATRUSTEE	(i) (ii)	0 643,688	0 369,720	0 18,900	0 47,813	0 18,862	0 1,098,983
(4)SCHWARTZSTEIN MD RICHARD MTRUSTEE & EXEC DIR	(i) (ii)	128,302 260,493	19,404 39,396	2,662 5,404	9,256 18,793	9,215 18,709	168,839 342,795
(5)STEVENSON MD PHD MARY ANNTRUSTEE	(i) (ii)	0 599,930	0 0	0 10,649	0 47,812	0 30,907	0 689,298
(6)SUKHATME MD SCD VIKAS PTRUSTEE	(i) (ii)	0 495,814	0 111,700	0 13,456	0 36,837	0 17,176	0 674,983
(7)TABB MD KEVINTRUSTEE & CO-CHAIR	(i) (ii)	0 835,668	0 404,200	0 67,548	0 12,750	0 34,166	0 1,354,332
(8)ZEIDEL MD MARK LTRUSTEE	(i) (ii)	0 703,113	0 0	0 11,010	0 44,178	0 19,910	0 778,211
(9)BUEHRENS ERICFRMR TRUSTEE & CO-CHAIR	(i) (ii)	0 0	0 0	0 446,608	0 0	0 17,604	0 464,212
(10)LEVY PAULFRMR TRUSTEE & CO-CHAIR	(i) (ii)	0 0	0 0	0 89,808	0 0	0 0	0 89,808

Return Reference	Explanation
SCHEDULE J EXPLANATORY FOOTNOTES	REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; EARNED TIME CASHED; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS SHAPIRO INSTITUTE AND PFHC/HMS RESPECTIVELY. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS HMFP AND BIDMC RESPECTIVELY. BRENNER-GATI, M.D., LEONA TRUSTEE SHAPIRO INSTITUTE DR. BRENNER-GATI'S TERM ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 28, 2013 AND SHE DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CHAIKOF, M.D., PHD, ELLIOT TRUSTEE SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHAIR (SURGERY) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF (SURGERY) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION JOHNSON & JOHNSON PROFESSOR OF SURGERY HARVARD MEDICAL SCHOOL
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)	DR. CHAIKOF PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. CHAIKOF IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. CHAIKOF'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 452,889 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,333 DEFERRED COMPENSATION: 37,009 NON-TAXABLE BENEFITS: 17,316 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 452,888 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,333 DEFERRED COMPENSATION: 37,008 NON-TAXABLE BENEFITS: 17,316 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITION AS CHAIR OF SURGERY AND JOHNSON & JOHNSON PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $209,844 BASE AND OTHER REPORTABLE COMPENSATION, $26,204 DEFERRED COMPENSATION AND $4,186 NON-TAXABLE BENEFITS. DIENSTAG, M.D., JULES TRUSTEE SHAPIRO INSTITUTE DR. DIENSTAG DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. EDELHEIT, PHD., LEWIS S. TRUSTEE SHAPIRO INSTITUTE DR. EDELHEIT DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. FLIER, M.D., JEFFREY S. TRUSTEE (EX-OFFICIO) AND CO-CHAIR SHAPIRO INSTITUTE DEAN OF THE FACULTY OF MEDICINE HARVARD MEDICAL SCHOOL CAROLINE SHIELDS WALKER PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. FLIER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY PFHC/HMS BASE COMPENSATION: 583,916 INCENTIVE COMPENSATION: 15,000 OTHER REPORTABLE COMPENSATION: 4,626 DEFERRED COMPENSATION: 32,565 NON-TAXABLE BENEFITS: 20,250 GOLDBERG, CAROL R. TRUSTEE SHAPIRO INSTITUTE DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP., DBA AFFILIATED PHYSICIANS GROUP MS. GOLDBERG DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. GRAY, PHD, MARTHA TRUSTEE SHAPIRO INSTITUTE DR. GRAY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. JICK, DANIEL J. TRUSTEE (EX-OFFICIO) SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) CAREGROUP, INC. DIRECTOR AND BOARD CHAIR BETH ISRAEL DEACONESS MEDICAL CENTER MR. JICK'S TERM ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 1, 2013 AND HE DEVOTES, ON AVERAGE, 17 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. KAY, STEPHEN TRUSTEE (EX-OFFICIO) SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) CAREGROUP, INC. DIRECTOR AND BOARD CHAIR BETH ISRAEL DEACONESS MEDICAL CENTER MR. KAY'S TERM ON THE SHAPIRO INSTITUTE BOARD ENDED SEPTEMBER 30, 2013 AND HE DEVOTED, ON AVERAGE, 17 HOUR PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)	MEEKER, M.D., DAVID TRUSTEE SHAPIRO INSTITUTE DR. MEEKER'S TERM ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 28, 2013 AND HE DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. RABKIN, M.D., MITCHELL T. TRUSTEE, CO-FOUNDER AND DISTINGUISHED INSTITUTE SCHOLAR SHAPIRO INSTITUTE DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. DIRECTOR MILTON HOSPITAL FOUNDATION, INC. PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. RABKIN DEVOTES, ON AVERAGE, A COMBINED 3 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY PFHC/HMS BASE COMPENSATION: 6,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 ROSENBERG, M.D., STUART A TRUSTEE SHAPIRO INSTITUTE PRESIDENT AND CHIEF EXECUTIVE OFFICER HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A AFFILIATED PHYSICIANS GROUP DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON SENIOR LECTURER ON MEDICINE HARVARD MEDICAL SCHOOL DR. ROSENBERG DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 643,688 INCENTIVE COMPENSATION: 369,720 OTHER REPORTABLE COMPENSATION: 18,900 DEFERRED COMPENSATION: 47,813 NON-TAXABLE BENEFITS: 18,862
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)	SCHWARTZSTEIN, M.D., RICHARD M. TRUSTEE (EX-OFFICIO), AND EXECUTIVE DIRECTOR SHAPIRO INSTITUTE VICE PRESIDENT OF EDUCATION BETH ISRAEL DEACONESS MEDICAL CENTER PHYSICIAN, PULMONARY AND CRITICAL CARE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ELLEN AND MELVIN GORDON PROFESSOR OF MEDICAL EDUCATION HARVARD MEDICAL SCHOOL DR. SCHWARTZSTEIN PERFORMS SERVICES FOR THE SHAPIRO INSTITUTE AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. SCHWARTZSTEIN RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND HMFP FOR HIS SERVICES PROVIDED IN THESE ROLES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SCHWARTZSTEIN IS PAID DIRECTLY BY SHAPIRO INSTITUTE AND HMFP, THE PORTION OF DR. SCHWARTZSTEIN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE: BASE COMPENSATION: 128,302 INCENTIVE COMPENSATION: 19,404 OTHER REPORTABLE COMPENSATION: 2,662 DEFERRED COMPENSATION: 9,256 NON-TAXABLE BENEFITS: 9,215 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 77,759 INCENTIVE COMPENSATION: 11,760 OTHER REPORTABLE COMPENSATION: 1,613 DEFERRED COMPENSATION: 5,610 NON-TAXABLE BENEFITS: 5,585 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 182,734 INCENTIVE COMPENSATION: 27,636 OTHER REPORTABLE COMPENSATION: 3,791 DEFERRED COMPENSATION: 13,183 NON-TAXABLE BENEFITS: 13,124 STEVENSON, M.D., PHD, MARY ANN TRUSTEE SHAPIRO INSTITUTE CHIEF, RADIATION ONCOLOGY BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR, SECRETARY/CLERK AND CHAIR, RADIATION ONCOLOGY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF RADIATION ONCOLOGY HARVARD MEDICAL SCHOOL DR. STEVENSON PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. STEVENSON IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. STEVENSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 299,965 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,325 DEFERRED COMPENSATION: 23,906 NON-TAXABLE BENEFITS: 15,454 PAYMENTS ALLOCATED TO BIDMC: BASE COMPENSATION: 299,965 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,324 DEFERRED COMPENSATION: 23,906 NON-TAXABLE BENEFITS: 15,453
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)	SUKHATME, M.D., SC.D, VIKAS P. TRUSTEE SHAPIRO INSTITUTE SENIOR VICE PRESIDENT AND CHIEF ACADEMIC OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER NEPHROLOGIST HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER VICTOR J. ARESTY PROFESSOR OF MEDICINE- HARVARD MEDICAL SCHOOL DR. SUKHATME PERFORMS SERVICES FOR BOTH BIDMC AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SUKHATME IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SUKHATME'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC BASE COMPENSATION: 456,149 INCENTIVE COMPENSATION: 102,764 OTHER REPORTABLE COMPENSATION: 12,380 DEFERRED COMPENSATION: 33,890 NON-TAXABLE BENEFITS: 15,802 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 39,665 INCENTIVE COMPENSATION: 8,936 OTHER REPORTABLE COMPENSATION: 1,076 DEFERRED COMPENSATION: 2,947 NON-TAXABLE BENEFITS: 1,374 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SUKHATME'S POSITION AS VICTOR J. ARESTY PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $87,866 BASE AND OTHER REPORTABLE COMPENSATION, $8,787 DEFERRED COMPENSATION AND $124 NON-TAXABLE BENEFITS. TABB, M.D., KEVIN TRUSTEE (EX-OFFICIO) AND CO-CHAIR SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. TABB DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 835,668 INCENTIVE COMPENSATION: 404,200 OTHER REPORTABLE COMPENSATION: 67,548 DEFERRED COMPENSATION: 12,750 NON-TAXABLE BENEFITS: 34,166 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $60,562. ZEIDEL, M.D., MARK TRUSTEE SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHIEF (MEDICINE) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR (MEDICINE) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT, CORP, D/B/A AFFILIATED PHYSICIANS GROUP PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 351,556 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,505 DEFERRED COMPENSATION: 22,089 NON-TAXABLE BENEFITS: 9,955 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 351,557 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,505 DEFERRED COMPENSATION: 22,089 NON-TAXABLE BENEFITS: 9,955 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHAIR OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $144,848 BASE AND OTHER REPORTABLE COMPENSATION, $16,128 DEFERRED COMPENSATION AND $1,837 NON-TAXABLE BENEFITS. ZINNER, M.D., STEPHEN TRUSTEE SHAPIRO INSTITUTE CHARLES S. DAVIDSON PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. ZINNER DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. COUGHLIN, CHRISTINE, M. ASSOCIATE DIRECTOR SHAPIRO INSTITUTE ADMINISTRATIVE DIRECTOR, CENTER FOR EDUCATION, ACADEMIC AFFAIRS BETH ISRAEL DEACONESS MEDICAL CENTER MS. COUGHLIN PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 20 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. COUGHLIN RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND BIDMC FOR HER SERVICES PROVIDED IN THESE ROLES. THE PORTION OF MS. COUGHLIN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY THE SHAPIRO INSTITUTE BASE COMPENSATION: 4,948 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 343 NON-TAXABLE BENEFITS: 20 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 44,530 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 3,083 NON-TAXABLE BENEFITS: 180
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)	HUGHES, CAROL A. SECRETARY/CLERK AND OPERATIONS MANAGER SHAPIRO INSTITUTE OPERATIONS MANAGER, CENTER FOR EDUCATION, ACADEMIC AFFAIRS BETH ISRAEL DEACONESS MEDICAL CENTER MS. HUGHES PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. HUGHES RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND BIDMC FOR HER SERVICES PROVIDED IN THESE ROLES. THE PORTION OF MS. HUGHES' COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY THE SHAPIRO INSTITUTE BASE COMPENSATION: 21,350 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 5,644 PAYMENTS REPORTED BY THE BIDMC: BASE COMPENSATION: 85,402 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 22,574 WANG, DIANA TREASURER AND FINANCIAL ANALYST SHAPIRO INSTITUTE FINANCIAL ANALYST BETH ISRAEL DEACONESS MEDICAL CENTER MS. WANG PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 20 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. WANG RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND BIDMC FOR HER SERVICES PROVIDED IN THESE ROLES. THE PORTION OF MS. WANG'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY THE SHAPIRO INSTITUTE BASE COMPENSATION: 17,037 INCENTIVE COMPENSATION: 300 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,500 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 11,358 INCENTIVE COMPENSATION: 200 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,000 BUEHRENS, ERIC P. FORMER TRUSTEE (EX-OFFICIO) AND CO-CHAIR SHAPIRO INSTITUTE FORMER INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER FORMER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER MR. BUEHRENS SERVED ON THE SHAPIRO INSTITUTE BOARD UNTIL OCTOBER 17, 2011. MR. BUEHRENS SERVED AS THE INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER FROM FEBRUARY 2 TO OCTOBER 17, 2011, AT WHICH TIME HE RESUMED THE POSITION OF CHIEF OPERATING OFFICER (COO). MR. BUEHRENS SERVED AS COO UNTIL JANUARY 5, 2012 AND WAS EMPLOYED BY BIDMC UNTIL FEBRUARY 29, 2012. DURING THIS TIME, MR. BUEHRENS DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. WHILE MR. BUEHRENS SERVED AS INTERIM PRESIDENT AND CEO OF BIDMC, HE ALSO SERVED IN THE FOLLOWING POSITIONS: DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 446,608 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 17,604 OTHER REPORTABLE COMPENSATION FOR MR. BUEHRENS REPRESENTS SALARY CONTINUATION PAYMENTS IN THE AMOUNT OF $446,608 PAID DURING CALENDAR YEAR 2013. LEVY, PAUL F. FORMER TRUSTEE SHAPIRO INSTITUTE FORMER DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER MR. LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) UNTIL FEBRUARY 2, 2011. WHILE MR. LEVY SERVED AS PRESIDENT AND CEO OF BIDMC, HE ALSO SERVED IN THE FOLLOWING POSITIONS: DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM MR. LEVY WAS PAID DIRECTLY BY BIDMC AND HIS COMPENSATION IS REPORTED BY BIDMC ON FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 89,808 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE FOR MR. LEVY REPRESENTS SALARY CONTINUATION PAYMENTS PAID DURING THE CALENDAR YEAR 2013.

Return Reference	Explanation
FORM 990, PART I, LINE 1:	THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE" OR "INSTITUTE") IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL.
FORM 990, PART J	WEBSITE ADDRESS HTTP://WWW.BIDMC.ORG/MEDICALEDUCATION/CARLJ-D-SHAPIROINSTITUTEFOREDUCAT
FORM 990, PART III, LINE 1:	THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE" OR "INSTITUTE") IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL.
FORM 990, PART VI, SECTION A, LINE 2	THE SHAPIRO INSTITUTE IS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVES AS A SUPPORT ORGANIZATION, PROVIDING MEDICAL TRAINING AND EDUCATION TO, BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. EACH OF THESE ENTITIES IS ALSO A NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN EMPLOYMENT RELATIONSHIP ONE OR MORE ENTITIES NOTED ABOVE. ADDITIONAL DETAIL RELATED TO EMPLOYMENT RELATIONSHIPS IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION A, LINE 8B	MINUTES ARE DOCUMENTED FOR THE BOARD OF TRUSTEE MEETINGS. NO SUBCOMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11	THE INSTITUTE'S FORM 990 IS PREPARED IN CONJUNCTION WITH THE CAREGROUP TAX DEPARTMENT AND DELOITTE TAX LLP. CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AS PREVIOUSLY NOTED IN THIS FILING, BIDMC IS AN ENTITY SUPPORTED BY THE INSTITUTE. BOTH CAREGROUP AND BIDMC ARE ENTITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. PRIOR TO FILING THE FORM 990, RELATED SCHEDULES AND REQUIRED DISCLOSURES (RETURN), EACH MEMBER OF THE INSTITUTE'S GOVERNING BODY (BOARD OF TRUSTEES) RECEIVES A COPY OF THE RETURN FOR THEIR REVIEW. TIME IS THEN DEDICATED TO DISCUSS THE RETURN, INCLUDING ITS SCOPE AND CONTENTS, AT THE NEXT BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12C	AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORTING ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. IN ADDITION, AS NOTED IN THE SUPPLEMENTAL INFORMATION TO THIS FORM 990, PART VII AND SCHEDULE J, THERE IS SIGNIFICANT OVERLAP BETWEEN THE INSTITUTE'S TRUSTEES AND EMPLOYEES AND BIDMC. BIDMC HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL MEMBERS OF ITS WORKFORCE, INCLUDING EMPLOYEES, PROFESSIONAL STAFF, TRAINEES, CONSULTANTS, CONTRACTORS, AGENTS, AND VENDORS, AND TO THE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, HMFP IS AN INTEGRALLY RELATED ENTITY TO THE MEDICAL CENTER AND EMPLOYS THE MAJORITY OF PHYSICIANS PROVIDING PATIENT CARE AT THE MEDICAL CENTER. HMFP ALSO HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THIS RELATIONSHIP, THE INSTITUTE HAS ADOPTED THE BIDMC CONFLICT OF INTEREST POLICY AND THE INSTITUTE'S EXECUTIVE DIRECTOR HAS ACCESS TO THE CONFLICT OF INTEREST DISCLOSURES OF INSTITUTE TRUSTEES AND EMPLOYEES COVERED BY THE BIDMC PROCESS AND THE INSTITUTE'S EXECUTIVE DIRECTOR IS RESPONSIBLE FOR MONITORING AND ENFORCING THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15	AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. AS NOTED IN THE SUPPLEMENTAL INFORMATION TO THIS FORM 990, PART VII AND SCHEDULE J, THE INSTITUTE'S EXECUTIVE DIRECTOR ALSO SERVES AS THE VICE PRESIDENT FOR MEDICAL EDUCATION AT BIDMC. THE MEDICAL CENTER HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE MEDICAL CENTER'S COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF MEDICAL CENTER SENIOR MANAGEMENT INCLUDING VICE PRESIDENTS THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THESE INDIVIDUALS AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS. REGULAR COMPENSATION FOR OTHER BIDMC EMPLOYEES WHO ALSO SERVE AS INSTITUTE OFFICERS IS SET THROUGH THE ORDINARY BIDMC PROCEDURES WITH INPUT FROM THE BIDMC VICE PRESIDENT OF MEDICAL EDUCATION/INSTITUTE EXECUTIVE DIRECTOR. IN ADDITION TO THE COMPENSATION PROCESSES NOTED ABOVE, FROM TIME TO TIME THE INSTITUTE MAY ACKNOWLEDGE EFFORTS OF ITS EXECUTIVE DIRECTOR, OFFICERS OR OTHER EMPLOYEES WITH AN HONORARIUM. THE INSTITUTE'S BOARD OF TRUSTEES APPROVES ANY SUCH AMOUNTS FOR THE EXECUTIVE DIRECTOR AND INSTITUTE OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19	ALL APPLICABLE DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON WRITTEN REQUEST.

Return Reference

Explanation

FORM 990, PART I, LINE 1:

THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE" OR "INSTITUTE") IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL.

FORM 990, PART J

WEBSITE ADDRESS HTTP://WWW.BIDMC.ORG/MEDICALEDUCATION/CARLJ-D-SHAPIROINSTITUTEFOREDUCAT

FORM 990, PART III, LINE 1:

FORM 990, PART VI, SECTION A, LINE 2

THE SHAPIRO INSTITUTE IS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVES AS A SUPPORT ORGANIZATION, PROVIDING MEDICAL TRAINING AND EDUCATION TO, BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. EACH OF THESE ENTITIES IS ALSO A NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN EMPLOYMENT RELATIONSHIP ONE OR MORE ENTITIES NOTED ABOVE. ADDITIONAL DETAIL RELATED TO EMPLOYMENT RELATIONSHIPS IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.

FORM 990, PART VI, SECTION A, LINE 8B

MINUTES ARE DOCUMENTED FOR THE BOARD OF TRUSTEE MEETINGS. NO SUBCOMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.

FORM 990, PART VI, SECTION B, LINE 11

THE INSTITUTE'S FORM 990 IS PREPARED IN CONJUNCTION WITH THE CAREGROUP TAX DEPARTMENT AND DELOITTE TAX LLP. CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AS PREVIOUSLY NOTED IN THIS FILING, BIDMC IS AN ENTITY SUPPORTED BY THE INSTITUTE. BOTH CAREGROUP AND BIDMC ARE ENTITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. PRIOR TO FILING THE FORM 990, RELATED SCHEDULES AND REQUIRED DISCLOSURES (RETURN), EACH MEMBER OF THE INSTITUTE'S GOVERNING BODY (BOARD OF TRUSTEES) RECEIVES A COPY OF THE RETURN FOR THEIR REVIEW. TIME IS THEN DEDICATED TO DISCUSS THE RETURN, INCLUDING ITS SCOPE AND CONTENTS, AT THE NEXT BOARD MEETING.

FORM 990, PART VI, SECTION B, LINE 12C

AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORTING ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. IN ADDITION, AS NOTED IN THE SUPPLEMENTAL INFORMATION TO THIS FORM 990, PART VII AND SCHEDULE J, THERE IS SIGNIFICANT OVERLAP BETWEEN THE INSTITUTE'S TRUSTEES AND EMPLOYEES AND BIDMC. BIDMC HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL MEMBERS OF ITS WORKFORCE, INCLUDING EMPLOYEES, PROFESSIONAL STAFF, TRAINEES, CONSULTANTS, CONTRACTORS, AGENTS, AND VENDORS, AND TO THE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, HMFP IS AN INTEGRALLY RELATED ENTITY TO THE MEDICAL CENTER AND EMPLOYS THE MAJORITY OF PHYSICIANS PROVIDING PATIENT CARE AT THE MEDICAL CENTER. HMFP ALSO HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THIS RELATIONSHIP, THE INSTITUTE HAS ADOPTED THE BIDMC CONFLICT OF INTEREST POLICY AND THE INSTITUTE'S EXECUTIVE DIRECTOR HAS ACCESS TO THE CONFLICT OF INTEREST DISCLOSURES OF INSTITUTE TRUSTEES AND EMPLOYEES COVERED BY THE BIDMC PROCESS AND THE INSTITUTE'S EXECUTIVE DIRECTOR IS RESPONSIBLE FOR MONITORING AND ENFORCING THIS POLICY.

FORM 990, PART VI, SECTION B, LINE 15

AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. AS NOTED IN THE SUPPLEMENTAL INFORMATION TO THIS FORM 990, PART VII AND SCHEDULE J, THE INSTITUTE'S EXECUTIVE DIRECTOR ALSO SERVES AS THE VICE PRESIDENT FOR MEDICAL EDUCATION AT BIDMC. THE MEDICAL CENTER HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE MEDICAL CENTER'S COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF MEDICAL CENTER SENIOR MANAGEMENT INCLUDING VICE PRESIDENTS THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THESE INDIVIDUALS AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS. REGULAR COMPENSATION FOR OTHER BIDMC EMPLOYEES WHO ALSO SERVE AS INSTITUTE OFFICERS IS SET THROUGH THE ORDINARY BIDMC PROCEDURES WITH INPUT FROM THE BIDMC VICE PRESIDENT OF MEDICAL EDUCATION/INSTITUTE EXECUTIVE DIRECTOR. IN ADDITION TO THE COMPENSATION PROCESSES NOTED ABOVE, FROM TIME TO TIME THE INSTITUTE MAY ACKNOWLEDGE EFFORTS OF ITS EXECUTIVE DIRECTOR, OFFICERS OR OTHER EMPLOYEES WITH AN HONORARIUM. THE INSTITUTE'S BOARD OF TRUSTEES APPROVES ANY SUCH AMOUNTS FOR THE EXECUTIVE DIRECTOR AND INSTITUTE OFFICERS.

FORM 990, PART VI, SECTION C, LINE 19

ALL APPLICABLE DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON WRITTEN REQUEST.

(a)
Name, address, and EIN (if applicable) of disregarded entity

(b)
Primary activity

(d)
Total income

(e)
End-of-year assets

(f)
Direct controlling
entity

(a)
Name, address, and EIN of related organization

(b)
Primary activity

(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

(1) BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE

BOSTON,MA02215
04-2103881

HOSPITAL

501(C)(3)

LINE 3: 170(B)(1)(A)

N/A

(2) PRESIDENT & FELLOWS OF HARVARD COLLEGE

MASSACHUSETTS HALL

CAMBRIDGE,MA02138
04-2103580

COLLEGE

501(C)(3)

LINE 3: 170(B)(1)(A)

N/A

(3) HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC

375 LONGWOOD AVE

BOSTON,MA02215
22-2768204

PATIENT CARE

501(C)(3)

LINE 3: 170(B)(1)(A)

N/A

(a)
Name, address, and EIN of
related organization

(b)
Primary activity

(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

(a)
Name, address, and EIN of
related organization

(b)
Primary activity

(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

(a)
Name of related organization

(b)
Transaction
type (a-s)

(d)
Method of determining amount involved

(a)
Name, address, and EIN of entity

(b)
Primary activity

(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

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2013 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,283
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	283

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	18,622	1,825
9	Program service revenue (Part VIII, line 2g) .........	523,354	429,087
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	46,567	103,811
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	588,543	534,723
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	104,690	198,414
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)	0	31,036
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	534,128	202,855
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	638,818	432,305
19	Revenue less expenses. Subtract line 18 from line 12.......	-50,275	102,418
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,864,660	3,082,734
21	Total liabilities (Part X, line 26).............	49,407	118,846
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,815,253	2,963,888

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 20,888 including grants of $ ) (Revenue $ 168,093 )
	SIMULATION AND SKILLS CENTER - THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPAROSCOPIC AND OTHER SURGICAL PROCEDURES, TO ENGAGE IN TEAM-BASED LEARNING, AND TO ENHANCE COMMUNICATION SKILLS. THE CENTER INCORPORATES REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS.

4b	(Code: ) (Expenses $ 74,377 including grants of $ ) (Revenue $ 127,094 )
	CONTINUING MEDICAL EDUCATION COURSES - THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION". THE COURSE CURRICULUM IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICIPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHNIQUES TO THEIR OWN TEACHING. THE COURSE ALSO PROVIDES AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT, AND FEEDBACK. THE INSTITUTE HAS OFFERED A COURSE IN "ESTABLISHING A SIMULATION & SKILLS TRAINING CENTER" THAT HELPS PARTICIPANTS PLAN, IMPLEMENT, AND MANAGE NEW SIMULATION AND SKILLS CENTERS IN THE PARTICIPANTS' RESPECTIVE MEDICAL EDUCATION INSTITUTIONS.

4c	(Code: ) (Expenses $ 52,148 including grants of $ ) (Revenue $ 123,900 )
	THE SHAPIRO INSTITUTE, COLLABORATED WITH THE INTERNATIONAL EMERGENCY MANAGEMENT SOCIETY EMERGENCY MEDICAL COMMITTEE, TO DEVELOP PROGRAMS AND INITIATIVES WHICH PROMOTE THE INTERNATIONAL EXCHANGE OF MEDICAL STUDENTS AND SHARE MUTUAL MEDICAL EDUCATION INTERESTS. THE TWO PARTIES JOINTLY PROMOTE EDUCATION TO MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT AND PROGRESS OF HUMAN HEALTH IN CHINA. THE FIRST EDUCATIONAL PROGRAM FOR CHINESE SENIOR HOSPITAL EXECUTIVES WAS PROVIDED BY THE SHAPIRO INSTITUTE IN BOSTON IN JUNE 2014.

	(Code: ) (Expenses $ 248,881 including grants of $ 198,414 ) (Revenue $ 10,000 )
	THE SHAPIRO INSTITUTE HAS RUN SEVERAL EDUCATION RESEARCH PROGRAMS INCLUDING: THE FAMILY MEETING PROJECT, TO ASSESS AND TRAIN THE COMMUNICATION SKILLS OF RESIDENTS DEALING WITH FAMILY MEMBERS OF PATIENTS IN CRITICAL CARE SITUATIONS IN A SIMULATED ICU ENVIRONMENT. THE INSTITUTE ALSO PROVIDES SUPPORT FOR A RESIDENT TO CONDUCT MEDICAL EDUCATION RESEARCH, INDEPENDENT OF HIS OR HER OWN RESIDENCY ACTIVITIES, WHICH CAN ASSESS THE SUCCESS OF EDUCATIONAL INTERVENTIONS IN PROVIDING EFFECTIVE AND SAFE PATIENT CARE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 248,881 including grants of $ 198,414 ) (Revenue $ 10,000 )
4e	Total program service expenses396,294

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	194,003	6,798,580	579,796

(A) Name and business address	(B) Description of services	(C) Compensation





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 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		1,825

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			1,825
			Business Code
2a	PROGRAM FEES		900099	429,087	429,087
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			429,087
3	Investment income (including dividends, interest, and other similar amounts).......			7,701		809	6,892
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	96,110
b	Less: cost or other basis and sales expenses	0
c	Gain or (loss)	96,110
d	Net gain or (loss)..........			96,110		474	95,636
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
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...
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..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			534,723	429,087	1,283	102,528

Calendar year (or fiscal year beginning in)		(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	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11	Total support (Add lines 7 through 10).

Calendar year (or fiscal year beginning in)		(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.)

Calendar year (or fiscal year beginning in)		(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.)..

(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) FINANCIAL DERIVATIVES	898,000	C
(B) CLOSELY HELD EQUITY INTERESTS	627,397	F
(C) TIME DEPOSITES AT LOCAL BANKS	504,628	F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	2,030,025

(a) Description				(b) Book value
(1) TRUST RESIDUARY				232,500
(2) PREPAID EXPENSES				16,962







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				249,462

1.(a) Description of liability		(b) Book value
Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
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 ..................................................

(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)	(f) Total expenditures for and investments in region
	CENTRAL AMERICA & THE CARIBBEAN	0	0	INVESTMENTS	67,451
	EAST ASIA AND THE PACIFIC	0	0	INVESTMENTS	944
	EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS	1,799
	NORTH AMERICA	0	0	INVESTMENTS	1,157
	SOUTH AMERICA	0	0	INVESTMENTS	599












3a	Sub-total .....	0	0		71,950
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		71,950

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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)......................................	Yes	No
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).......................................	Yes	No
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)..............................	Yes	No
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)...............................................	Yes	No
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)....................................	Yes	No
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)................................................	Yes	No

ReturnReference	Explanation
SCHEDULE F, PART IV, LINE 4	ALTHOUGH THE CARL J SHAPIRO INSTITURE FOR EDUCATION RESEARCH AT HARVARD MEDICAL SCHOOL WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND.

(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable 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
(1)CHAIKOF MD PHD ELLIOT LTRUSTEE	(i) (ii)	0 905,777	0 0	0 14,666	0 74,017	0 34,632	0 1,029,092	0 0
(2)FLIER MD JEFFREY STRUSTEE & CO-CHAIR	(i) (ii)	0 583,916	0 15,000	0 4,626	0 32,565	0 20,250	0 656,357	0 0
(3)ROSENBERG MD STUART ATRUSTEE	(i) (ii)	0 643,688	0 369,720	0 18,900	0 47,813	0 18,862	0 1,098,983	0 0
(4)SCHWARTZSTEIN MD RICHARD MTRUSTEE & EXEC DIR	(i) (ii)	128,302 260,493	19,404 39,396	2,662 5,404	9,256 18,793	9,215 18,709	168,839 342,795	0 0
(5)STEVENSON MD PHD MARY ANNTRUSTEE	(i) (ii)	0 599,930	0 0	0 10,649	0 47,812	0 30,907	0 689,298	0 0
(6)SUKHATME MD SCD VIKAS PTRUSTEE	(i) (ii)	0 495,814	0 111,700	0 13,456	0 36,837	0 17,176	0 674,983	0 0
(7)TABB MD KEVINTRUSTEE & CO-CHAIR	(i) (ii)	0 835,668	0 404,200	0 67,548	0 12,750	0 34,166	0 1,354,332	0 0
(8)ZEIDEL MD MARK LTRUSTEE	(i) (ii)	0 703,113	0 0	0 11,010	0 44,178	0 19,910	0 778,211	0 0
(9)BUEHRENS ERICFRMR TRUSTEE & CO-CHAIR	(i) (ii)	0 0	0 0	0 446,608	0 0	0 17,604	0 464,212	0 0
(10)LEVY PAULFRMR TRUSTEE & CO-CHAIR	(i) (ii)	0 0	0 0	0 89,808	0 0	0 0	0 89,808	0 0

(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?
(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	Yes	No
(1) BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON,MA02215 04-2103881	HOSPITAL	MA	501(C)(3)	LINE 3: 170(B)(1)(A)	N/A		No
(2) PRESIDENT & FELLOWS OF HARVARD COLLEGE MASSACHUSETTS HALL CAMBRIDGE,MA02138 04-2103580	COLLEGE	MA	501(C)(3)	LINE 3: 170(B)(1)(A)	N/A		No
(3) HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC 375 LONGWOOD AVE BOSTON,MA02215 22-2768204	PATIENT CARE	MA	501(C)(3)	LINE 3: 170(B)(1)(A)	N/A		No

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V?UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No