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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 10-01-2014 , and ending 09-30-2015
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)
399 Revolution Drive Suite 645
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Somerville, MA02145
D Employer identification number

90-0656139
E Telephone number

G Gross receipts $ 11,123,194,520
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) ........ 3 591
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 372
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 64,078
6 Total number of volunteers (estimate if necessary) ............. 6 4,750
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 20,588,672
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 978,507
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,656,832,804 2,661,223,942
9 Program service revenue (Part VIII, line 2g) ......... 7,867,646,500 8,127,233,173
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 397,347,029 151,624,160
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 169,561,796 177,280,998
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 11,091,388,129 11,117,362,273
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 592,357,605 411,908,061
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) 5,831,246,746 6,051,256,658
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 238,853 141,682
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet54,767,651    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,036,155,669 4,271,985,129
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,459,998,873 10,735,291,530
19 Revenue less expenses. Subtract line 18 from line 12....... 631,389,256 382,070,743
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 14,701,370,735 14,983,611,002
21 Total liabilities (Part X, line 26)............. 5,989,632,954 6,975,302,509
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,711,737,781 8,008,308,493
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 (2014)
Form 990 (2014)
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 $ 9,667,679,101 including grants of $ 401,482,296 ) (Revenue $ 9,617,491,174 )
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 2015, ENDING SEPTEMBER 30, 2015 PARTNERS HEALTHCARE RECORDED 153,417 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 2015, PARTNERS HEALTHCARE ACUTE CARE HOSPITAL BASED AND NON-HOSPITAL BASED AMBULATORY CARE PROGRAMS RESULTED IN APPROXIMATELY 1,253,000 ROUTINE VISITS, APPROXIMATELY 368,000 EMERGENCY SERVICES VISITS AND APPROXIMATELY 940,000 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 FOROUTPATIENT 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, 2015. THE GENERAL HOSPITAL: GHC IS LICENSED BY THE DPH TO OPERATE 1,046 BEDS, 999 OF WHICH WERE STAFFED AS OF SEPTEMBER 30, 2015. BRIGHAM AND WOMEN'S FAULKNER HOSPITAL: BWFH IS A 162-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, 2015, FAULKNER'S ACTIVE AND ADJUNCT MEDICAL STAFF TOTALED 1098. APPROXIMATELY 86% OF FAULKNER'S 527 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 H
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet9,667,679,101
Form 990 (2014)
Form 990 (2014)
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II................ Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or 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 (2014)
Form 990 (2014)
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
676
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
64,078
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
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
591
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
372
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPARTNERS FIN-TAX DIRECTOR
399 REVOLUTION DRIVE STE 645
SOMERVILLE,MA02145 (857) 282-0747
Form 990 (2014)
Form 990 (2014)
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           549,370 0 51,839
(2) Richard Alexander MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           270,187 0 33,601
(3) Tibby Allen........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(4) Stephen C Anderson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(5) Joan M Archer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 256,180 52,376
(6) Stanley W Ashley MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           636,777 0 64,225
(7) Richard C Bane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(8) Maureen Banks........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 481,234 59,305
(9) Robert L Barbieri MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       508,358 0 57,101
(10) William S Barker........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(11) David S Barlow........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(12) Joan M Barrett........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(13) Nesli Basgoz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           288,136 0 44,011
(14) W Geoffrey Beattie........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(15) Carolyn Beckerdorff........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(16) Judith G Belash........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(17) Sanford A Belden........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) Janis P Bellack PhD RN FAAN........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X   X       0 407,470 49,410
(19) Mark R Belsky MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(20) Sibel Bessim MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(21) Jeanne E Blake........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(22) Christine A Blaski MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           226,665 0 29,237
(23) Edward B Bloom........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(24) Michael L Blute Sr MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           942,493 0 55,454
(25) Sally Mason Boemer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 664,591 68,352
(26) Jeanine M Borthwick........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(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) Troyen A Brennan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(33) David F Brown MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           713,791 0 56,894
(34) David F Brown MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(35) Mary R Brown........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(36) Tedy L Bruschi........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(37) Robert H Brust........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(38) John J Burke........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(39) Elizabeth A Mort Calcagni MD MP........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           576,016 0 55,075
(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           346,608 0 54,656
(44) Alain A Chaoui MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           93,077 0 0
(45) Ennio A Chiocca MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,685,575 0 57,884
(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           372,739 0 54,788
(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) Raymond Conway MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(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           60,469 0 10,354
(57) Richard L Curtis MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           45,847 0 25,008
(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           314,426 0 45,467
(61) Judith M Davenport DMD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(62) Linda De Renzo Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(63) Charles F Desmond........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(64) John M Deutch........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(65) James M Donnelly MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(66) Terence P Doorly MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           821,305 0 47,573
(67) Peter M Doubilet MDPhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           538,302 0 55,109
(68) John P Drislane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(69) Molly Dunne........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(70) Brandon E Earp MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,177,690 0 60,753
(71) William R Elfers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(72) Khama Ennis-Holcombe MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(73) Arthur J Epstein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(74) Carlos Fernandez-del Castillo MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           855,706 0 60,118
(75) Anne M Finucane........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(76) Jennifer Cofer Flanagan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(77) Nancy S Foster........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(78) Bruce H Freedman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(79) Lawrence S Friedman MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           460,477 0 41,377
(80) Joseph P Frolkis MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           423,626 0 54,789
(81) Kathy George........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(82) Charles K Gifford........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(83) Linda Gillies........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(84) David F Gitlin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           241,664 0 47,865
(85) Thomas P Glynn Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(86) Jeffrey A Golden MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       929,579 0 65,927
(87) Arthur L Goldstein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(88) Benjamin A Gomez........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(89) William P Gorth........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(90) Gary L Gottlieb MD MBA........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           3,030,724 0 61,972
(91) Thomas H Grape........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(92) Peter A Grape........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(93) Erwin L Greenberg........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(94) Peter T Greenspan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           355,672 0 54,796
(95) Sally Griggs........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(96) Michael L Gustafson MD MBA........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       495,251 0 50,001
(97) Daphne A Haas-Kogan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(98) Maureen O Hackett........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(99) Gerard F Hadley........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 214,261 50,499
(100) Steven R Haley........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(101) Robert Handin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           268,267 0 51,199
(102) Jay R Harris MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           727,939 0 51,961
(103) Mitchel B Harris MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           472,732 0 54,095
(104) George Hartnell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           368,950 0 19,819
(105) Brenda E Haynes MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(106) Annemarie Heath........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           126,490 0 7,340
(107) Annemarie Heath........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(108) Peter Helms........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(109) Brent L Henry Esq........................................................................
See Schedule O - O & T Titles
 50.0
.......................50.0 		X       X   0 847,307 53,545
(110) Mairead Hickey PhD RN........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,256,197 0 72,125
(111) Kevin F Hickey........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(112) Richard E Holbrook........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(113) Albert A Holman III........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X   X       0 0 0
(114) Martina S Horner PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(115) H Robert Horvitz PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(116) Terrie E Inder MBCHB........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           600,052 0 52,969
(117) Ann T Ingram........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(118) David Ives........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(119) Jeanette Ives Erickson RN DN........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X     X     607,572 0 58,664
(120) Alan Anthony James........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           323,865 0 27,330
(121) Melissa Weiner Janfaza........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(122) Andre' C Jasse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(123) Karen Jeknavorian........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           118,841 0 24,462
(124) Stephen R Jenney........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       257,577 0 54,845
(125) Mark D Johnson MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           624,997 0 54,032
(126) Lise C Johnson MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           233,502 0 49,945
(127) Patrick F Jordan III........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 319,353 60,985
(128) Leonard B Kaban DMD MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           512,597 0 58,738
(129) James D Kang MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(130) Steven E Kapfhammer........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 286,481 47,561
(131) James L Kaplan PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(132) Sinesia Karol........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(133) Stephen R Karp........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(134) Steven M Kaye........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(135) Richard M Kelleher........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(136) Susan B Kelly........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       155,195 0 22,401
(137) Christopher J Kelly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(138) Edward T Kenyon........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(139) James Kirchhoffer MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(140) Barrett Kitch MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           334,636 0 46,099
(141) Anthony A Klein........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(142) Ronald E Kleinman MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           601,372 0 55,886
(143) Wendell J Knox........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(144) Bhavani S Kodali MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           438,983 0 55,500
(145) Margaret M Koehm MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           278,920 0 43,089
(146) Joshua M Kraft........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(147) Jonathan A Kraft........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(148) Seth Kupferschmid........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(149) Thomas S Kupper MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           525,813 0 54,709
(150) Kevin L Lake........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 0 0
(151) James J Lehane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(152) Jeffrey M Leiden MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(153) Ben S Levitan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(154) Erica J Liebermann........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           88,186 0 3,824
(155) Jay Loeffler MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           832,434 0 39,649
(156) Joseph Loscalzo MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       683,736 0 32,205
(157) Stacey Lucchino........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(158) Stanley J Lukowski........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(159) Everett T Lyn MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           481,568 0 51,822
(160) Thomas J Lynch Jr MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(161) Andrew Madden........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           93,648 0 32,101
(162) Frederick Mandell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(163) Peter K Markell........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		X   X       0 1,797,253 612,305
(164) Pauline Marney........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(165) Joanne Marqusee........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 0 0
(166) Carl J Martignetti........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(167) Navneet Marwaha MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           286,846 0 15,693
(168) Nicholas M Mascoli III MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           65,554 0 760
(169) J Brian McCarthy........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(170) Terrence McGinnis........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(171) Maury E McGough MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 594,205 65,860
(172) Joseph C McNay........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(173) Caroline Ann Merrifield........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(174) Tracilee Messina........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(175) Edward Miller........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(176) Barry Mills........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(177) Cathy E Minehan........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(178) Michael A Molinar........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(179) Mary A Montuori........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(180) G Marshal Moriarty Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(181) Laura B Morse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(182) Cynthia Morton PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           302,895 0 63,659
(183) John Mottern........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(184) Michael Muehe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(185) Stuart B Mushlin MDFACP........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           301,641 0 54,178
(186) Elizabeth G Nabel MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 5,170,044 306,315
(187) Albert Namias MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           485,008 0 34,944
(188) Philip A Nardone Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(189) Andrea Ng MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           426,021 0 51,741
(190) Nitin Noria........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(191) Robert G Norton........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 994,477 62,242
(192) John N Nunnelly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(193) Michael F O'Connell Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(194) Robert L Paglia........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(195) Marie Louise Palandjian........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(196) Krishna Palepu........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(197) Ernest C Parizeau........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(198) William M Parizeau........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(199) Timothy Parsons MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           382,043 0 14,877
(200) Gregory J Pauly........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       507,537 0 53,347
(201) Diane R Pearl MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           298,206 0 53,843
(202) Bruce A Percelay........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(203) Donald M Perrin........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(204) H Bradlee Perry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(205) Dennis W Perry........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(206) Patricia P Petraglia........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(207) Colette A M Phillips........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(208) Robert W Pierce Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(209) Pieter Pil MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           521,458 0 35,863
(210) Matthew M Pitoniak........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(211) Bohdan Pomahac MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           779,873 0 54,057
(212) Jennifer L Porter........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(213) Ann L Prestipino........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           518,865 0 48,894
(214) Allyson L Preston MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           398,569 0 32,276
(215) Mary G Puma........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(216) Phillip T Ragon........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(217) Ali S Raja MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           284,592 0 42,954
(218) Danielle K Ramdath........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(219) Ronald H Rappaport........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(220) James P Rathmell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(221) David W Rattner MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           859,946 0 60,119
(222) Scott L Rauch MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 590,229 66,403
(223) Earle A Ray........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(224) Aurthur I Reade Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(225) Pamela D A Reeve........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(226) Nancy Rosenquest Reeves........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(227) Mitchell S Rein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           612,707 0 56,589
(228) Michael L Reney........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 534,028 61,235
(229) Robert L Reynolds........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(230) Patricia F Ribakoff........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(231) Auguste E Rimpel Jr PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(232) David J Roberts MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           270,880 0 32,511
(233) Carmichael S Roberts........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(234) Michael AF Roberts........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(235) K Keith Roe........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(236) Allan H Ropper MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           444,075 0 54,804
(237) Jerrold F Rosenbaum MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           459,535 0 54,982
(238) Henry W Rosenberg MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           69,497 0 8,156
(239) Mitchell H Rubenstein MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           539,487 0 54,673
(240) Marc S Rubin MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           255,993 0 33,223
(241) Roxanne C Ruppel........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 257,931 61,168
(242) Margaret A Russo........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(243) A Kim Saal MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           9,187 0 0
(244) Martin A Samuels MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           584,020 0 54,868
(245) Joan A Sapir........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           394,163 0 59,963
(246) John Schaefer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(247) Mark A Schechter MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           326,179 0 36,772
(248) Isaac Schiff MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           388,669 0 54,802
(249) Eric D Schlager........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(250) Frederick J Schoen MD PhD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       416,291 0 56,982
(251) Scott A Schoen........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(252) Scott Schuster........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(253) Ellen W Seely MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           279,796 0 54,153
(254) Steven E Seltzer MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           544,582 0 55,098
(255) A Alan Semine MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           72,176 0 22,714
(256) Stanton K Shernan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           539,043 0 56,510
(257) J Dale Sherratt........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(258) Jeffery N Shribman Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(259) Deborah Siegel........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(260) David Silbersweig MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           547,182 0 54,860
(261) Richard N Silverman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(262) Aneesh B Singhal MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           421,855 0 53,917
(263) Shirley L Singleton........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(264) Ronald L Skates........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(265) Peter L Slavin MD MBA........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 1,809,445 356,949
(266) Barry R Sloane........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(267) Allen L Smith MD MS........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       698,704 0 54,971
(268) W Lloyd Snyder III........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(269) Josiah A Spaulding Jr........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(270) Warren J Spector........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(271) Paula Ness Speers........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(272) Gary A Spiess........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(273) Scott M Sperling........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(274) Charles P Staelin........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X   X       0 0 0
(275) John W Stakes III MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           322,600 0 56,516
(276) Kathleen M Stansky........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(277) Anne E Steer........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(278) Judith R Stewart........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(279) David E Storto........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 585,546 132,281
(280) Stephen G Sullivan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(281) Thoralf M Sundt MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           782,300 0 61,069
(282) Timothy D Sweet........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(283) Khalid Syed MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           401,072 0 32,290
(284) James D Taiclet........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(285) Elizabeth S Taylor........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       0 281,459 46,639
(286) Walter Teller........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(287) Henri A Termeer........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(288) Dorothy A Terrell........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(289) Jeffrey S Thomas........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(290) Alexander L Thorndike........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(291) Thomas S Thornhill MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           761,171 0 57,306
(292) John F Todd........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(293) David F Torchiana MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       1,254,091 0 157,106
(294) Charles A Vacanti MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           621,894 0 57,258
(295) Carol A Vallone........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(296) Michael J VanRooyen MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           434,972 0 51,777
(297) Ron M Walls MD........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X     X     724,047 0 478,214
(298) Timothy J Walsh........................................................................
See Schedule O - O & T Titles
 50.0
.......................0.0 		X   X       465,623 0 308,372
(299) Catherine S Ward........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(300) Andrew L Warshaw MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,099,082 0 69,167
(301) Kerry R Watson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 803,221 51,428
(302) Peter Weitzman MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           293,085 0 18,387
(303) Margo E Welch........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(304) David L Weltman........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(305) Linda Whitlock........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(306) Stephen G Woodsum........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(307) John Wright MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           526,277 0 54,175
(308) Charles F Wu........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(309) Gwill York........................................................................
See Schedule O - O & T Titles
 1.0
.......................1.0 		X           0 0 0
(310) Amy R Yunes........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(311) Ross D Zafonte DO........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           577,981 0 55,262
(312) Michael J Zinner MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           1,075,034 0 57,461
(313) Geoffrey M Zucker MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		X           0 0 0
(314) Joshua L Abrams Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 206,935 49,493
(315) Sarah Arnholz Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 221,460 50,248
(316) David J Burke........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       210,106 0 23,036
(317) Effie J Chan ESQ........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 189,406 16,141
(318) Julie C Chattopadhyay Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 181,514 42,607
(319) Amy Casey Connolly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       112,385 0 42,521
(320) Paul G Cushing Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 251,703 65,183
(321) Jeffrey Paul Dion........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 124,495 9,922
(322) Karen M Flaherty RN........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       201,621 0 47,481
(323) Emily C Fogler Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 180,193 46,973
(324) Kevin T Giordano........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       225,525 0 46,393
(325) Michele L Gougeon MSc........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       393,351 0 62,615
(326) Margot K Hartmann MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       336,576 0 15,393
(327) James L Heffernan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       527,973 0 61,993
(328) John R Higham Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 277,248 61,614
(329) William C Johnston........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       533,410 0 57,293
(330) Katherine M Kneeland Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 260,157 40,755
(331) Nidhi Kumar Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 151,155 31,807
(332) David A Lagasse........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 348,139 63,838
(333) Joanne Marqusee........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       592,685 0 4,703
(334) Craig Melin........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       682,879 0 2,106
(335) Gilbert H Mudge Jr MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 565,276 58,257
(336) Edward Olivier........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       236,249 0 28,153
(337) Mary E Shaughnessy........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 365,220 57,040
(338) Reynold G Spadoni........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 313,764 22,638
(339) Joan C Stoddard Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       0 281,242 59,076
(340) Meredith A Wallace Olson........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		    X       89,472 0 29,790
(341) Katrina Armstrong MD MSCE........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     866,893 0 56,455
(342) Susan M Beausoliel........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 202,777 48,140
(343) Gregory Bird........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     162,868 0 15,709
(344) Arthur J Bowes........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 281,240 55,917
(345) Maureen N Chesley........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 170,595 41,807
(346) Kenneth Chisholm........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     281,329 0 39,583
(347) Susan Dempsey........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     319,579 0 32,545
(348) Mary Beth DiFilippo........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     190,933 0 27,508
(349) Frank J Dingler........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     314,223 0 14,774
(350) Margaret M Duggan MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     443,693 0 56,436
(351) James Ellison MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     232,264 0 55,246
(352) Joanne M Fucile........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     231,572 0 38,702
(353) Mary Jo Gagnon........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 252,176 44,001
(354) Gary W Garberg........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 171,943 39,168
(355) Joseph Gold MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     414,336 0 60,260
(356) George Gougian........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     134,792 0 32,315
(357) Judy Hayes........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     298,808 0 49,811
(358) Paula M Hereau........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     174,368 0 44,349
(359) Pardon R Kenney MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     506,500 0 55,062
(360) Laurie Lamoureux........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     264,366 0 13,929
(361) Keith D Lillemoe MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     921,191 0 69,499
(362) Edward Liston-Kraft PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     248,838 0 41,892
(363) Ellen Moloney........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 398,226 48,133
(364) Stephanie N Nadolny........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     177,575 0 31,091
(365) Britain W Nicholson MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     722,198 0 55,141
(366) Mark Novotny MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     359,436 0 20,272
(367) Dost Ongur MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     230,118 0 49,207
(368) Sheila K Partridge MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     610,807 0 38,488
(369) Edith Peter........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     290,749 0 4,727
(370) Christine Reilly........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     152,433 0 7,142
(371) Scott L Schissel MD PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     298,591 0 51,657
(372) Leslie G Selbovitz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 546,369 50,319
(373) Beatrice Thibedeau........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     0 290,187 43,643
(374) Julie Tucker........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     133,341 0 7,086
(375) Robert D Welch........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     178,963 0 44,437
(376) Jeffrey R Zack MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		      X     359,506 0 36,693
(377) Lawrence H Cohn MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		        X   2,204,021 0 54,656
(378) Christopher W DiGiovanni MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		        X   1,458,020 0 27,558
(379) Elof Eriksson MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		        X   3,128,234 0 54,210
(380) Thomas F Holovacs MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		        X   1,706,703 0 57,231
(381) Jon P Warner MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		        X   1,946,148 0 57,230
(382) Elizabeth M Azano Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................50.0 		          X 0 123,045 33,561
(383) Rodney A Carnifax........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 0 329,004 3,206
(384) Christopher Clark Esq........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 0 304,241 66,428
(385) Daniel J Gross........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 0 456,200 66,208
(386) Michael S Jellinek MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 0 1,120,309 44,170
(387) Thomas H Aretz MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 0 440,050 58,192
(388) Dennis Ausiello MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 423,172 0 53,977
(389) Barbara E Bierer MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 491,789 0 68,574
(390) Franklin R Bringhurst MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 163,962 0 54,957
(391) Steven D Browell MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 373,583 0 36,692
(392) Michael A Gimbrone Jr MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 271,327 0 55,217
(393) Joel Heller MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 387,457 0 38,969
(394) Frederick Millham MD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 451,154 0 2,846
(395) Virginia Mirisola........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 0 191,469 50,422
(396) Harry W Orf PhD........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 544,498 0 55,042
(397) Jeanne M Ryan........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 167,886 0 13,043
(398) Jacqueline A Somerville RN........................................................................
See Schedule O - O & T Titles
 1.0
.......................0.0 		          X 449,333 0 64,596
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 79,436,692 26,090,453 11,212,852
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet10,514
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
SUFFOLK CONSTRUCTION CO,
99 CONIFER HILL DRIVE
DANVERS,MA01923 		Construction Service 108,036,634
WALSH BROTHERS,
210 COMMERCIAL STREET
BOSTON,MA02109 		Construction Service 62,195,755
TURNER CONSTRUCTION CO,
855 BOYSLTON STREET
BOSTON,MA02114 		Construction Service 45,134,339
ANGELICA-WORCESTER,
PO BOX 823283
PHILADELPHIA,PA191823283 		LAUNDRY SERVICE 21,717,270
BLUE CORSS BLUE SHIELD OF MASSACHUS,
41 PARK DRIVE
BOSTON,MA02215 		MEDICAL CLAIMS SVCS. 19,929,813
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet437
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 21,305,059
d Related organizations...1d 317,852,662
e Government grants (contributions)1e 785,812,445
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,536,253,776
g Noncash contributions included in lines
1a-1f:$ 		38,083,558
h Total. Add lines 1a-1f.......MediumBullet 2,661,223,942
Program Service RevenueAmt Business Code
2a PATIENT CARE AND RELATED SERVICES 621990 8,082,113,515 8,082,113,515    
b AMBULANCE INCOME 621910 2,131,826 2,131,826    
c RESEARCH AND EDUCATION REVENUE 541700 11,901,691 11,901,691    
d ADMINISTRATIVE FEES 561000 27,617,496 26,289,933 1,327,563  
e DAYCARE TUITION 624410 915,711 915,711    
f All other program service revenue . 2,552,934 2,552,934    
g Total. Add lines 2a–2f........MediumBullet 8,127,233,173
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 79,107,091   4,174,767 74,932,324
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 55,622,532     55,622,532
(i) Real (ii) Personal
6a Gross rents 37,512,890  
b Less: rental expenses    
c Rental income or (loss) 37,512,890 0
d Net rental income or (loss).......MediumBullet 37,512,890   11,880,114 25,632,776
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 72,517,069  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 72,517,069  
d Net gain or (loss)..........MediumBullet 72,517,069     72,517,069
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a 1,838,074
b Less: direct expenses ...b 5,832,247
c Net income or (loss) from fundraising events..MediumBullet -3,994,173   -3,994,173
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 54,679,476     54,679,476
b CAFETERIA INCOME 722310 30,254,045     30,254,045
c CONSULTING SERVICES 541900 258,485   258,485  
d All other revenue .... 2,947,743   2,947,743  
e Total. Add lines 11a–11d ...... MediumBullet 88,139,749
12 Total revenue. See Instructions......MediumBullet 11,117,362,273 8,125,905,610 20,588,672 309,644,049
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 401,482,296 401,482,296
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 10,425,765 10,425,765
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 61,378,737   61,378,737  
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 .... 4,678,641,953 4,244,653,716 403,924,537 30,063,700
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 286,996,126 259,979,941 27,005,920 10,265
9 Other employee benefits ....... 794,839,914 710,015,402 75,231,942 9,592,570
10 Payroll taxes ........... 229,399,928 203,922,301 25,458,435 19,192
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 11,561,666 10,244,495 1,315,456 1,715
c Accounting ........... 2,996     2,996
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 141,682 141,682
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) .... 923,093,019 815,503,539 103,021,210 4,568,270
12 Advertising and promotion .... 21,311,153 18,093,301 2,891,577 326,275
13 Office expenses ....... 1,307,932,115 1,169,646,813 135,214,681 3,070,621
14 Information technology ...... 53,798,804 48,081,842 5,687,766 29,196
15 Royalties .. 84,325 84,325    
16 Occupancy ........... 371,931,502 330,133,696 39,726,332 2,071,474
17 Travel ............ 44,431,022 40,238,734 3,702,544 489,744
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 9,551,507 8,837,785 685,292 28,430
20 Interest ........... 90,929,156 71,514,619 19,414,537  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 433,660,122 376,543,036 56,748,277 368,809
23 Insurance .............. 93,867,689 85,371,024 8,487,070 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 22,832,988 19,721,288 2,079,675 1,032,025
b NON-PATIENT BAD DEBT EXPENSE 490,597 397,365 93,232  
c NON CAPITAL EQUIPMENT 14,523,457 13,033,475 1,469,575 20,407
d OTHER RESEARCH EXPENSES 518,580,468 518,498,833 57,660 23,975
e All other expenses 353,402,543 311,255,510 39,250,323 2,896,710
25 Total functional expenses. Add lines 1 through 24e 10,735,291,530 9,667,679,101 1,012,844,778 54,767,651
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 (2014)
Form 990 (2014)
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 ......... 197,385,432 2 354,955,320
3 Pledges and grants receivable, net ........... 376,781,938 3 384,988,277
4 Accounts receivable, net ............. 981,793,550 4 1,003,420,361
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
121,679 5 135,047
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 ............. 5,375,166 7 5,375,528
8 Inventories for sale or use .............. 46,610,111 8 52,774,069
9 Prepaid expenses and deferred charges .......... 56,680,907 9 53,624,616
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 8,355,394,364
b Less: accumulated depreciation ..... 10b 3,547,068,737 4,258,370,297 10c 4,808,325,627
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 7,211,008,903 12 6,588,530,454
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 ........... 1,567,242,752 15 1,731,481,703
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 14,701,370,735 16 14,983,611,002
Liabilities 17 Accounts payable and accrued expenses ......... 2,324,806,940 17 2,985,914,681
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 439,460 19 0
20 Tax-exempt bond liabilities ............. 3,896,909 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 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.................... 3,660,489,645 25 3,989,387,828
26 Total liabilities. Add lines 17 through 25......... 5,989,632,954 26 6,975,302,509
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 .............. 6,391,568,019 27 5,609,988,846
28 Temporarily restricted net assets ........... 1,561,118,789 28 1,430,104,133
29 Permanently restricted net assets ........... 759,050,973 29 968,215,514
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 ........... 8,711,737,781 33 8,008,308,493
34 Total liabilities and net assets/fund balances ........ 14,701,370,735 34 14,983,611,002
Form 990 (2014)
Form 990 (2014)
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
11,117,362,273
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,735,291,530
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
382,070,743
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
8,711,737,781
5
Net unrealized gains (losses) on investments ...............
5
-2,566,835
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
-1,082,933,196
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
8,008,308,493
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) PARTNERS HEALTHCARE SYSTEM INC
  		043230035   Yes   0 0
(B) THE MASSACHUSETTS GENERAL HOSPITAL
  		041564655   Yes   0 0
(C) NANTUCKET COTTAGE HOSPITAL INC
  		042103823   Yes   0 0
(D) BRIGHAM AND WOMEN'S HEALTH CARE INC
  		042921338   Yes   0 0
(E) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC
  		043466314   Yes   0 0
(F) THE BRIGHAM AND WOMEN'S HOSPITAL INC
  		042312909   Yes   0 0
(G) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC
  		042768256   Yes   0 0
(H) NEWTON-WELLESLEY HOSPITAL INC
  		042103611   Yes   0 0
(I) CD PRACTICE ASSOCIATES INC
  		043194547   Yes   0 0
(J) VNA & HOSPICE OF COOLEY DICKINSON INC
  		042104788   Yes   0 0
Total : 1010 0

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 2,537,374,171 2,883,433,308 2,663,051,097 2,656,832,804 2,661,435,392 13,402,126,772
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 2,537,374,171 2,883,433,308 2,663,051,097 2,656,832,804 2,661,435,392 13,402,126,772
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. 13,402,126,772
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 2,537,374,171 2,883,433,308 2,663,051,097 2,656,832,804 2,661,435,392 13,402,126,772
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 193,085,390 253,240,749 237,090,711 254,385,088 256,869,635 1,194,671,573
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 VI.)..           0
11 Total support Add lines 7 through 10. 14,596,798,345
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 section 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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
No
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
No
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
No
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1 0  
2 Recoveries of prior-year distributions 2 0  
3 Other gross income (see instructions) 3 0  
4 Add lines 1 through 3 4 0  
5 Depreciation and depletion 5 0  
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 0  
7 Other expenses (see instructions) 7 0  
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 0  

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a 0  
b Average monthly cash balances 1b 0  
c Fair market value of other non-exempt-use assets 1c 0  
d Total (add lines 1a, 1b, and 1c) 1d 0  
e Discount claimed for blockage or other factors (explain in detail in Part VI): 0
2 Acquisition indebtedness applicable to non-exempt use assets 2 0  
3 Subtract line 2 from line 1d 3 0  
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 0  
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 0  
6 Multiply line 5 by .035 6 0  
7 Recoveries of prior-year distributions 7 0  
8 Minimum Asset Amount (add line 7 to line 6) 8 0  

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 0
2 Enter 85% of line 1 2 0
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 0
4 Enter greater of line 2 or line 3 4 0
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 0
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 0
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		 0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 0
4 Amounts paid to acquire exempt-use assets 0
5 Qualified set-aside amounts (prior IRS approval required) 0
6 Other distributions (describe in Part VI). See instructions 0
7Total annual distributions. Add lines 1 through 6. 0
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		 0
9 Distributable amount for 2014 from Section C, line 6 0
10 Line 8 amount divided by Line 9 amount 0 %

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		0
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		 0
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2014 distributable amount 0
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 0
4Distributions for 2014 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2014 distributable amount 0
c Remainder. Subtract lines 4a and 4b from 4. 0
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		 0
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		 0
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		 0
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......0
e From 2014.......0
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Organizations Supported Entity: Partners Medical International, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: The MGH Health Services Corporation (i) Name of Supported Organization: The Massachusetts General Hospital (ii) EIN: 04-1564655 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Nantucket Cottage Hospital Foundation, Inc. (i) Name of Supported Organization: Nantucket Cottage Hospital (ii) EIN: 04-2103823 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: McLean HealthCare, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Biosciences Research Foundation, Inc. (i) Name of Supported Organization: Brigham and Women's Health Care, Inc. (ii) EIN: 04-2921338 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: BWH Research, Inc. (i) Name of Supported Organization: Brigham and Women's Health Care, Inc. (ii) EIN: 04-2921338 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Brigham Pathology Research and Education Foundation, Inc. (i) Name of Supported Organization: Brigham and Women's Physicians Organization, Inc. (ii) EIN: 04-3466314 (iii) Type of Organization: 09 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Brigham Medical Research and Education Foundation, Inc. (i) Name of Supported Organization: Brigham and Women's Physicians Organization, Inc. (ii) EIN: 04-3466314 (iii) Type of Organization: 09 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: The Friends of the Brigham and Women's Hospital, Inc. (i) Name of Supported Organization: The Brigham and Women's Hospital, Inc. (ii) EIN: 04-2312909 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Partners Continuing Care, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: North Shore Physicians Group, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Newton-Wellesley Health Care System, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Newton-Wellesley Ambulatory Services, Inc (i) Name of Supported Organization: Newton-Wellesley Hospital (ii) EIN: 04-2103611 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: NSMC HealthCare, Inc. (i) Name of Supported Organization: Partners HealthCare System, Inc. (ii) EIN: 04-3230035 (iii) Type of Organization: 07 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes Entity: Cooley Dickinson Health Care Corporation (i) Name of Supported Organization: Cooley Dickinson Hospital, Inc. (ii) EIN: 22-2617175 (iii) Type of Organization: 03 (iv) Organization Listed in Governing Documents: Yes (v) Notify Organization of your Support: Yes (vi) Organized in the US: Yes
Schedule A (Form 990 or 990-EZ) 2014

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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
Partners HealthCare System Inc & Affiliates
Group Return 		Employer identification number

90-0656139
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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
 
362,662
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
362,662
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Lobbying Expenses 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 2015 20.83% of its membership dues were used for lobbying purposes.
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 2,017,884,170 1,879,867,173 1,743,211,839 1,601,592,324 1,608,039,028
b Contributions ........ 117,220,932 63,279,981 37,627,277 44,689,578 29,202,553
c Net investment earnings, gains, and losses -71,620,457 165,579,197 173,355,610 173,953,391 21,509,517
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		82,952,557 90,842,181 77,206,484 77,023,454 57,158,774
f Administrative expenses ....          
g End of year balance ...... 1,980,532,088 2,017,884,170 1,876,988,242 1,743,211,839 1,601,592,324
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet44.280 %
b
Permanent endowment SchDMd Bullet27.460 %
c
Temporarily restricted endowment SchDMd Bullet28.260 %
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 ................. 19,013,253 140,665,902 159,679,155
b Buildings ................   5,449,555,777 2,718,693,957 2,730,861,820
c Leasehold improvements ............   331,467,393 187,715,265 143,752,127
d Equipment ................   1,523,685,081 628,070,671 895,614,410
e Other .................   891,006,959 12,588,844 878,418,115
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,808,325,627
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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 		6,289,530,229 F

(B) INVESTED CASH EQUIVALENTS 		31,462,256 F

(C) EQUITIES 		185,416,614 F

(D) US GOVT & OTHER FIXED INC SEC 		48,741,847 F

(E) PRIVATE PARTNERSHIPS & OTHER 		33,379,508 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 6,588,530,454
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 8,155,052
(2) INVESTMENT IN PARTNERSHIPS 4,123,844
(3) CASH SURR VALUE OF LIFE INS 6,012,871
(4) DUE FROM AFFILIATES 204,766,840
(5) CONTRIBUTIONS REC FROM TRUST 15,874,109
(6) INV IN NET ASSESTS OF AFFIL 937,577,597
(7) OTHER ASSETS 554,971,390


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,731,481,703
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 329,673,267
PARTNERS HEALTHCARE SYSTEM CAP 3,363,227,965
CAPITAL LEASE OBLIGATIONS 0
DUE TO 3RD PARTY PAYORS 54,512,875
CURRENT PORTION OF SETTLEMENT 39,835,402
UNEXPENDED FUNDS ON RESEARCH G 202,138,319
OTHER LIABILITIES 0


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,989,387,828
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) 2014

Schedule D (Form 990) 2014
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 (losses) 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
Collections of art, historical treasures or other similar assets The organization maintains collections of art, historical treasures or other similar assets. The collections are comprised principally of medical artifacts and antiquities including surgical equipment. The collections also include works of art including sculptures, pictures, portraits and plaques. These items were obtained by the organization over many years primarily through donations. The value of these items is not considered material to the financial statements of the organization.
Collections of art, historical treasures or other similar assets The organization's collection explores the evolution of healthcare and medicine at Massachusetts General Hospital (MGH). Exhibits and programs allow visitors to follow MGH's history of research, patient care and medical discovery across three centuries and are in furtherance of the organizations teaching mission.
Intended Use of Endowments The endowment funds of Partners HealthCare System, Inc. and Affiliates are used in furtherance of the Organization's tax-exempt mission.
FIN 48(ASC 740) Footnote There is no FIN 48 footnote disclosure in the audited consolidated financial statements of Partners HealthCare System, Inc. and Affiliates.
Schedule D (Form 990) 2014

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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 450,530
Central America and the Caribbean     Program Services Jointly owned for Ins. 99,098,848
Central America and the Caribbean     Program Services International Grants 174,887
East Asia and the Pacific     Program Services Pat. Care, Res. & Educ 2,434,804
East Asia and the Pacific     Program Services International Grants 174,340
Europe (Including Iceland and Greenland)   1 Program Services Pat. Care, Res. & Edu 10,221,359
Europe (Including Iceland and Greenland)     Program Services International Grants 2,512,553
Middle East and North Africa     Program Services Pat. Care, Res. & Edu 153,774
Middle East and North Africa     Program Services Interantional Grants 24,280
North America     Program Services Pat. Care, Res. & Edu 12,365,915
North America     Program Services International Grants 133,880
Russia and the Newly Independent States     Program Services Pat. Care, Res. & Edu 41,881
Russia and the Newly Independent States     Program Services International Grants 17,550
South America     Program Services Pat. Care, Res. & Edu 1,917,705
South America     Program Services International Grants 564,071
South Asia   2 Program Services Pat. Care, Res. & Edu 1,696,573
South Asia     Program Services International Grants 1,275,847
Sub-Saharan Africa   39 Program Services Pat. Care, Res. & Edu 11,117,943
Sub-Saharan Africa     Program Services International Grants 5,548,358
3a Sub-total .....   3 133,258,797
b Total from continuation sheets to Part I ...   39 16,666,301
c Totals (add lines 3a and 3b)   42 149,925,098
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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)		 (a)(c) Region (b)(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)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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) 2014
Schedule F (Form 990) 2014Page 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)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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; do not file with Form 990)............................
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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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
Accounting method 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) 2014
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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 89,080 0
ALTSHULERSTAATS LLC
61 Dean Road
 
Brookline, MA02445 		Fundraising Strategy   No 0 15,102 0
GDS CONSULTING SERVICES
11921 Freedom Drive Suite 550
 
Reston, VA20190 		Fundraising Strategy   No 0 12,500 0
NEW BALANCE FALMOUTH PR
100 GUEST STREET BRIGHTON LANDING
 
BRIGHTON, MA02135 		Fundraising Strategy   No 38,137 25,000 13,137
             
             
             
             
             
             
Total .................right arrow 38,137 141,682 13,137
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) 2014
Schedule G (Form 990 or 990-EZ) 2014
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

2015 POPS
(event type) 		(b) Event #2

2015 MGH GALA
(event type) 		(c) Other events

214
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,515,652 2,038,610 18,324,914 22,879,176
2 Less: Contributions . . 2,216,088 1,844,870 16,992,185 21,053,143
3 Gross income (line 1
minus line 2) . . . 		299,564 193,740 1,332,729 1,826,033
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .     13,234 13,234
6 Rent/facility costs . .     216,714 216,714
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .     5,600,566 5,600,566
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 5,830,514
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -4,004,481
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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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 provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 criteria used 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) .. 		    104,019,271 34,223,326 69,795,945 0.910 %
b Medicaid (from Worksheet 3,
column a) .... 		    790,581,082 553,373,006 237,208,076 3.090 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    894,600,353 587,596,332 307,004,021 4.000 %
Other Benefits
     33,415,441 10,008,302 23,407,139 0.300 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    271,621,054 59,766,318 211,854,736 2.760 %
g Subsidized health services
(from Worksheet 6) .. 		    23,200,000   23,200,000 0.300 %
h Research (from Worksheet 7)     1,453,929,836 1,277,724,050 176,205,786 2.290 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    2,155,664   2,155,664 0.030 %
j Total. Other Benefits ..     1,784,321,995 1,347,498,670 436,823,325 5.680 %
k Total. Add lines 7d and 7j .     2,678,922,348 1,935,095,002 743,827,346 9.680 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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
25,871,463
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
1,434,778,877
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,637,292,258
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-202,513,381
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) 2014
Schedule H (Form 990) 2014
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 (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		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
04-2697983 		X X X X   X X      
2 The Brigham and Women's Hospital Inc
75 Francis Street
Boston,MA02115
www.brighamandwomens.org
04-2312909 		X X X X   X X      
3 North Shore Medical Center Inc
81 Highland Avenue
Salem,MA01970
www.nsmc.partners.org
04-3399616 		X X X X   X X      
4 Newton-Wellesley Hospital
2014 Washington Street
Newton,MA02462
www.nwh.org
04-2103611 		X X X X   X X      
5 Brigham and Women's Faulkner Hospital
1153 Centre Street
Boston,MA02130
www.brighamandwomensfaulkner.org
04-2768256 		X X   X   X X      
6 The McLean Hospital Corporation
115 Mill Street
Belmont,MA02478
www.mcleanhospital.org
04-2697981 		X     X   X        
7 The Spaulding Rehabilitation Hospital
300 First Avenue
Charlestown,MA02129
www.spauldingnetwork.org
04-2551124 		X               Rehab. Facility  
8 Shaughnessy - Kaplan Rehabilitation
Dove Avenue
Salem,MA01970
www.spauldingnetwork.org
04-3067082 		X               Rehab. Facility  
9 Rehabilitation Hospital of the Cape
311 Service Road
East Sandwich,MA02537
www.spauldingnetwork.org
04-3071419 		X               Rehab. Facility  
10 Spaulding Hospital - Cambridge Inc
1575 Cambridge Street
Cambridge,MA02138
www.spauldingnetwork.org
27-0273715 		X               Rehab. Facility  
11 Nantucket Cottage Hospital
57 Prospect Street
Nantucket,MA02554
www.nantuckethospital.org
04-2103823 		X           X      
12 Martha's Vineyard Hospital
Linton Lane PO Box 1477
Oak Bluffs,MA02557
www.mvhospital.com
04-2104691 		X       X   X      
13 North Shore Medical Center Inc
500 Lynnfield Street
Lynn,MA01904
www.nsmc.partners.org
04-3399616 		X X X X   X X      
14 Cooley Dickinson Hospital Inc
30 Locust Street
Northhampton,MA01060
www.cooley-dickinson.org
22-2617175 		X X         X      
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The General Hospital Corporation
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The General Hospital Corporation
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		2
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The Brigham and Women's Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The Brigham and Women's Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		3
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

North Shore Medical Center Inc
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

North Shore Medical Center Inc
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		4
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Newton-Wellesley Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Newton-Wellesley Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		5
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Brigham and Women's Faulkner Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Brigham and Women's Faulkner Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		6
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The McLean Hospital Corporation
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The McLean Hospital Corporation
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		7
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The Spaulding Rehabilitation Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

The Spaulding Rehabilitation Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		8
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b    
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Shaughnessy - Kaplan Rehabilitation
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Shaughnessy - Kaplan Rehabilitation
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		9
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Rehabilitation Hospital of the Cape
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Rehabilitation Hospital of the Cape
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		10
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Spaulding Hospital - Cambridge Inc
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Spaulding Hospital - Cambridge Inc
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		11
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Nantucket Cottage Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Nantucket Cottage Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		12
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Martha's Vineyard Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Martha's Vineyard Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		13
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

North Shore Medical Center Inc
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

North Shore Medical Center Inc
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		14
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Cooley Dickinson Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Cooley Dickinson Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Part V, Section B, Line 5: The General Hospital Corporation The 2015 CHNA was the second assessment process conducted since the Patient Protection and Affordable Care Act began requiring hospitals to conduct CHNA's every three years. The guidelines require diverse community participation with the goal of identifying health priorities and developing strategic implementation plans. In 2012, CCHI successfully conducted the CHNA using MAPP, Mobilizing for Action through Planning and Partnerships, an assessment and strategic planning process. It was an intensive 10-month process that included several phases with extensive community outreach and engagement and primary data collection. The work of the community assessment committees in the 2012 CHNA provided the strong foundation of community engagement for future assessments and participation in CCHI's community coalitions. The 2015 CHNA included engaging new and existing community partners and committee members through two community assessment meetings in each community. The committee meetings were well attended, and considerable effort was made to re-engage 2012 participants and outreach to new community partners. More than 100 individuals participated across the six meetings in the three communities. Committee members represented multiple sectors in the community, such as local government, police, schools, religious organizations, volunteer organizations and social service agencies. Approximately 30 individuals were present at each meeting to provide input and interpretation of data. The Brigham and Women's Hospital, Inc. Brigham and Women's Hospital conducted a comprehensive community health needs assessment (CHNA) in 2010/11 focused on the Boston neighborhoods of Dorchester, Jamaica Plain, Mattapan, Mission Hill and Roxbury. These neighborhoods collectively comprise nearly 37 percent of Boston's overall population and are priority neighborhoods of the hospital. The data analysis for the assessment was completed in July 2011 with analysis of the 2010 census data. Three community meetings were held in FY12 to share the assessment results and to get community feedback on priorities and possible responses. In spring 2013, BWH embarked on a supplementary community health needs assessment process aimed at exploring whether key findings from the earlier assessment changed as well as examine in-depth the perceptions, challenges, and opportunities around the aforementioned focus areas. Prioritization of community health needs identified during the CHNA process involved consideration of a number of factors including: the magnitude and severity of the issue; feasibility including technical and financial capacity and strength of partnerships; alignment with Brigham and Women's Hospital's mission and current work; and potential impact such as the ability to 'move the needle' and demonstrate measurable outcomes. The qualitative discussions in the 2013 BWH CHNA engaged 39 individuals and examined in greater detail the issues raised by the 113 individuals from the 2011-2012 assessment to better understand perceptions of neighborhood health concerns and strengths and opportunities for BWH. We convened focus groups with a diverse cross-section of the community, including adults and young people, and two groups were conducted in Spanish and Haitian Creole. In 2014, BWH was presented with an opportunity to further prioritize the issues raised in its recent CHNA. Working with consultants from the Institute of Community Health and the Engagement Lab at Emerson College, BWH and its planning partners (Boston Alliance for Community Health, Boston Public Health Commission, MA department of Public Health and community residents - through two ten-tax payers coalitions) developed and implemented an interactive online gaming platform, "What Matter s for Health" on Community PlanIt. In the game, participants competed with one another over a series of three week-long missions to share ideas and deliberate about health priorities in the hospital's five key neighborhoods. A total of 889 people registered and 488 played, contributing over 8,000 comments and ideas.BWH and its partners will continue to analyze the finding of the game in the early part of FY2015. The research and evaluation team of Health Resources in Action (HRIA) were commissioned as consultants for the BWH community assessment and played an instrumental role in quantitative and qualitative data collection and analysis. BWH also engaged the Institute of Community Health and the Engagement Lab at Emerson College to develop and implement its interactive online platform, "What Matters for Health" on Community PlanIt. Community Focus Groups, Interviews, MassCHIP, Public Health Personnel, Surveys, Other - Sources of quantitative data included 2010 U.S. Census data, U.S. Bureau of Labor Statistics, Boston Police Department Massachusetts department of Public Health, Boston Public Health Commission, including the Boston Behavioral Risk Surveillance Survey (BRFSS) and the Boston Youth Risk Behavioral Survey (BYRBS) North Shore Medical Center, Inc. - both NSMC facilities and Shaughnessy Kaplan Rehabilitation Hospital The community health needs assessment utilized a participatory, collaborative approach to look at health in its broadest context. The assessment process included synthesizing existing data on social, economic, and health indicators in the region. To delve deeper into behavioral health issues, which were identified as a priority need in NSMC's previous (2012) CHNA, qualitative data was collected through interviews with twelve stakeholders from the health care, education and social service sectors as well as one focus group conducted with community residents who had lived experiences with behavioral health issues. Newton-Wellesley Hospital The community health needs assessment utilized a participatory, collaborative approach to look at health in its broadest context. The assessment process included synthesizing existing data on social, economic, and health indicators in the region as well as information from five focus groups conducted with community residents and leaders, and twelve interviews with community stakeholders. Focus groups and key informant interviews were conducted with individuals from across the six municipalities that comprise the Newton-Wellesley Hospital service area, and with a range of participants representing different audiences, including leaders in education, health care, and social service organizations. Ultimately, the qualitative research engaged approximately 40 participants. Brigham and Women's Faulkner Hospital: In FY13, a comprehensive review of state and local data was conducted to inform our community priorities and goals. In addition, a community survey was administered to 60 residents. The survey focused on assessing respondents' health needs and their views on the health issue that should be a priority focus for Brigham and Women's Faulkner Hospital. Data Sources: Hospital, Interviews, MassCHIP, Surveys, Other - Publicly available data including BRFSS, BPHC, DPH McLean Hospital Corporation: McLean Hospital works closely with constituent groups within the community to continually evaluate its services in an effort to improve and to meet the community needs. In addition to working closely with specialty groups, including law enforcement agencies and other mental health providers, McLean actively engages with former patients and their families. As result of input from various groups, McLean has developed specialty services, including the LEADER (Law Enforcement Active Duty Emergency Responder) Program. In addition, it has implemented family-focused support groups, anti-stigma support groups and programs that focus on transitioning back into the community. Spaulding Rehabilitation Hospital Corporation: A Partnership: Spaulding Rehabilitation Hospital and Massachusetts General Hospital By partnering with MGH in the Charlestown community, Spaulding was able to build on the long legacy of community health work underway in the community. The opening of Spaulding in the historic Charlestown Navy Yard in the spring of 2013, broadened the health care resources in the neighborhood and provided a platform to expand the existing work underway. MGH and Spaulding recognize that access to high-quality health care is necessary, but by no means sufficient, to improving health status. We are also committed to engaging in deep and transformative relationships with local communities to address the social determinants of health. The MGH Center for Community Health Improvement (CCHI) conducted its first community health needs assessments (CHNA) in 1995 in Revere, Chelsea and Charlestown, where MGH has had health centers for more than 40 years, and has done so periodically over the past 17 years. As a result of these assessments and now with the addition of Spaulding as an additional community partner, we have made substantial progress on preventing and reducing
Part V, Section B, Line 6: The General Hospital Corporation (MGH): Spaulding Rehabilitation Hospital Corporation. North Shore Medical Center, Inc. (Salem and Lynn facilities): Shaughnessy - Kaplan Rehabilitation Hospital. Spaulding Rehabilitation Hospital Corporation: The General Hospital Corporation (MGH) Shaughnessy-Kaplan Rehabilitation Hospital: North Shore Medical Center (NSMC) Rehabilitation Hospital of the Cape and Islands Corporation: Cape Cod Health Care Spaulding Hospital - Cambridge: Cambridge Department of Public Health. Cooley Dickinson Hospital, Inc.: CDH worked with six other hospitals in the Pioneer Valley to develop the CHNA. All hospitals used the same survey instrument and methods. CDH hired its own consultants to conduct key informant interviews and focus groups. The hospitals all collaborated to produce a video showing the benefits of forming a partnership to conduct a regional health assessment. The hospitals all also agreed to develop one regional project together. The other facilities are: Baystate Medical Center, Baystate Franklin Medical Center, Baystate Mary Lane Hospital, Holyoke Medical Center, Mercy Medical Center, and Wing Memorial Hospital.
Part V, Section B - Lines 7 and 10 Hospital Facility CHNA and Implementation Strategy Websites: The General Hospital Corporation http://www.massgeneral.org/cchi/ The Brigham and Women's Hospital, Inc. http://www.brighamandwomens.org/about_bwh/communityprograms/Default.aspx North Shore Medical Center, Inc. http://nsmc.partners.org/about_nsmc/commitment_to_community Newton-Wellesley Hospital http://www.nwh.org/your-community-hospital/about-newton-wellesley/communit y-health-assessment/ Brigham and Women's/Faulkner Hospital http://www.brighamandwomensfaulkner.org/about-us/general-information/commu nity-health-and-wellness/default.aspx?sub=0#.VrO5kdIrLcs The McLean Hospital Corporation https://www.mcleanhospital.org/sites/default/files/shared/McLCHNA_Implemen tation_Strategy_Annual_Update_2015-2016_final7-16-2015.pdf Spaulding Rehabilitation Hospital Corporation http://spauldingrehab.org/about/community-involvement Shaughnessy-Kaplan Rehabilitation Hospital http://spauldingrehab.org/about/community-involvement Rehabilitation Hospital of the Cape and Islands Corporation http://spauldingrehab.org/about/community-involvement Spaulding Hospital - Cambridge, Inc. http://spauldingrehab.org/about/community-involvement Nantucket Cottage Hospital http://nantuckethospital.org/2015-nantucket-community-health-needs-assessm ent/ Martha's Vineyard Hospital https://www.mvhospital.com/about/2013-community-health-needs-assessment Cooley Dickinson Hospital, Inc. http://www.cooley-dickinson.org/main/community-health-issues.aspx?IssueId= 4151d12c-1a1f-4ee5-950b-e897dba77f85
Part V, Section B, Line 11: The General Hospital Corporation The MGH and the Center for Community Health Improvement are working to address the health priorities determined by the CHNA through the Center's three approaches, and hospital and health center's patient focused disease outreach programs. See the implementation plan for more information. The implementation report, however, is not inclusive of all patients and communities. Violence and crime, including gang violence is not directly addressed through our health strategies and approaches. The MGH will look for opportunities to collaborate with police and other organizations to address this important health issue. The strategies and ideas that were identified by all communities to address violence will be shared with community partners. The Brigham and Women's Hospital, Inc. Working together with our community health center partners, community-based organizations, and other departments at Brigham and Women's Hospital, we have successfully implemented programs aimed at reducing violence, improving birth outcomes, increasing rates of colorectal cancer screening, and advancing education opportunities for young people. Our commitment includes: Addressing and reducing health care disparities; Increasing access to care for vulnerable populations; Expanding innovative community and school-based programs; Fostering social and family support systems; Improving knowledge of healthy habits and behaviors; Enhancing educational and career opportunities; Supporting individuals who suffer with partner abuse. North Shore Medical Center, Inc. - both NSMC facilities and Shaughnessy Kaplan Rehabilitation Hospital The Community Benefit Program collaborates with community stakeholders to enhance existing programs and develop new programs to respond to the health care needs of priority populations. Communities served include Danvers, Lynn, Marblehead, Nahant, Peabody, Salem and Swampscott. The process we use to identify the health needs of each of these communities includes: An annual review of health status indicators from the Massachusetts Department of Public Health; Ongoing participation in the regional Department of Public Health Community Health Network Area; Ongoing consultation and collaboration with community providers, advocacy groups and local agencies in each of the cities and towns in the service area. Newton-Wellesley Hospital Behavioral health is viewed as a critical and growing issue with a need for more resources and collective action to make change. Assessment participants view mental health as the highest priority issue in the community. Stress, anxiety, and depression were mentioned as particularly prevalent, and these issues were often described as leading to substance use as a means of self-medication. Economic stress on adults and academic and social pressures on youth have taxed individuals and the mental health system. Access to and use of mental health and subspecialty providers and services is limited by multiple factors, including stigma, health insurance, and fragmentation of services. Newton-Wellesley Hospital (NWH) will address the need for better pediatric mental health access through an ongoing relationship between our Department of Child and Adolescent Psychiatry and the school systems in our Primary Service Area (PSA). o Development of professional relationships between the hospital and schools that will include a psychiatrist and a social worker. Professional development for school faculty and staff; Educational sessions for students and parents; Expanded access to the Child/Adolescent Triage Program in the NWH Child/Adolescent Psychiatry Outpatient Clinic; Conduct mental wellness education programs to parents in low-income housing units. Brigham and Women's Faulkner Hospital: Brigham and Women's Faulkner Hospital has long recognized its responsibility to not only treat illness, but to help prevent disease and the factors that precipitate disease. Through the numerous health partnerships and initiatives that have developed over the years, the hospital works with neighbors to identify and address important community needs and concerns. Address health and safety needs of the elderly; Provide cardiovascular disease (stroke & heart disease) screening and education; Offer free breast & colorectal cancer screening and education for un- and under-insured patients; Work to address domestic violence through the BWFH Passageways Program; Educate youth on nutrition and fitness; Grant workforce development opportunities for youth; Reduce barriers to healthcare access for underserved and vulnerable populations. McLean Hospital Corporation: McLean is committed to continuing its activities in the areas noted in the CHNA to further benefit the residents of the many communities we serve. These efforts involve direct services and education- both for behavioral health professionals and the public. These ongoing efforts are enhanced by our programs to increase communication about behavioral health issues and to reduce the stigma still associated with seeking mental health and substance abuse services. This commitment and our progress in these areas is supported and encouraged by the hospital leadership and Board of Trustees. McLean intends to leverage its specialized expertise and resources to focus on needs related to mental health, behavioral health and substance abuse. Accordingly, McLean will not be able to focus on other important community issues (e.g. transportation, crime and safety). McLean lacks the specialized expertise to address these issues and recognizes that other organizations, including Newton Wellesley Hospital and other Partners HealthCare affiliates, Mount Auburn Hospital, CHNA 17 are better suited to meet these needs that McLean is not addressing. Spaulding Rehabilitation Hospital Corporation: By partnering with MGH in the Charlestown community, Spaulding was able to build on the long legacy of community health work underway in the community. The opening of Spaulding in the historic Charlestown Navy Yard in the spring of 2013, broadened the health care resources in the neighborhood and provided a platform to expand the existing work underway. MGH and Spaulding recognize that access to high-quality health care is necessary, but by no means sufficient, to improving health status. We are also committed to engaging in deep and transformative relationships with local communities to address the social determinants of health. The MGH Center for Community Health Improvement (CCHI) conducted its first community health needs assessments (CHNA) in 1995 in Revere, Chelsea and Charlestown, where MGH has had health centers for more than 40 years, and has done so periodically over the past 17 years. As a result of these assessments and now with the addition of Spaulding as an additional community partner, we have made substantial progress on preventing and reducing substance abuse, improving access to care for vulnerable populations, expanding opportunities for youth and more. Rehabilitation Hospital of the Cape and Islands Corporation: Through SCC's clinical programs, residents of Barnstable County have convenient, local access to specialized services without burdensome travel time, disruption to work and family life, and cost of receiving care in more metropolitan areas, i.e. Boston or Providence. In addition, SCC conducts a robust community outreach program, which includes education of the public and professional communities about prevention, diagnosis and treatment of rehabilitation-related conditions; wellness programs; adaptive sports; and screenings. Spaulding Hospital - Cambridge: Taking into consideration the priorities identified in the CHNA and the specific needs of our patients SHC has identified the following actionable focus areas: Access to Care and Community; Community Workforce Development; Disability Advocacy. Translation Services - SHC provides translation services to patients and their family members with language barriers at no cost to the patient. Music Therapy - SHC offers a Neurologic Music Therapy program where we treat patients with brain injury, stroke, and other neurologic injuries and diseases. We use interventions based on the neuroscience of music to help patients recover movement, speech and language, and cognition. Currently, this is provided two days per week through individual and group sessions. The Music Therapist has treated 80 patients in the past year with an average of 6-10 per week. Blood drives - SHC has a long standing relationship with the American Red Cross. Since 2007, we have held quarterly blood drives on our premises. Spaulding Hospital Cambridge is committed to helping local youth find gainful employment, particularly in the area of school to work transition for students with disabilities. Work with our Cambridge-based and more broadly located community partners is in line with the recently enacted federal Workforce Innovation and Opportunity Act (W
Part V, Section B, Line 16a: www.partners.org/for.patients/patients-financial-assistance.aspx
Part V, Section B, Line 22d: The General Hospital Corporation The Brigham and Women's Hospital, Inc. North Shore Medical Center, Inc. - Salem and Lynn Newton-Wellesley Hospital Brigham and Women's/Faulkner Hospital The McLean Hospital Corporation Spaulding Rehabilitation Hospital Corporation Shaughnessy-Kaplan Rehabilitation Hospital Rehabilitation Hospital of the Cape and Islands Corporation Spaulding Hospital - Cambridge, Inc. Nantucket Cottage Hospital Martha's Vineyard Hospital Cooley Dickinson Hospital, Inc. Partners determines the AGB by first dividing total payments by total charges for all Commercial and Medicare plans in aggregate for the prior fiscal year to determine the Payment on Account Factor (PAF) for the prior fiscal year. This is generally done in November when the most accurate data is available. The minimum FAP discount for the current fiscal year is the inverse of the prior year PAF. This will reduce the charges billed to qualifying patients to no more than the AGB for the prior year.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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) 2014
Schedule H (Form 990) 2014
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.
Form and Line Reference Explanation
Part I, Line 3c: Partners HealthCare affiliated hospitals are tax-exempt entities, whose underlying mission is to provide services to all in need of medical care. Patients requiring urgent or emergent services shall not be denied those services based on their inability to pay. Its hospitals maintain an "open door" policy and do not discriminate on the basis of race, color, national origin, citizenship, alienage, religion, creed, gender, sexual preference, age, or disability. Financial Assistance Due to Excessive Medical Bills: Patients who do not qualify under the Federal Poverty Income Guide may still qualify for financial assistance if they can demonstrate that their medical expenses exceed an established percentage of their family income. Patients who qualify under this section will be offered a discount on: 1. all emergent care and associated medically necessary follow-up services provided at an Acute Care Hospitals and Physicians Organizations 2. all qualified services at the Spaulding Rehabilitation Network Hospitals or McLean Hospital
Part I, Line 6a: Partners hospitals file their annual community benefit report with the Attorney General of Massachusetts. http://www.cbsys.ago.state.ma.us/healthcare/hccbar.asp
Part I, Line 7g: The subsidized health services do not include costs associated with physician clinics.
Part I, Line 7, column (f): There was no bad debt expense subtracted from total expenses for purposes of calculating the percentage column.
Part I, Line 7: The amounts reported on the charity care and other community benefits table were calculated using the best available data using a cost accounting system or a cost to charge ratio. In most cases, a cost accounting system was used and the system addresses all patient segments and directly assigns costs to individual services.
Part II: Community Building Activities Partners' hospitals are working to develop a process to quantify the expenditures associated with the various community building activities to be reported in Part II. Below is a description of some of these activities that took place during the reporting period. Workforce Development Partners HealthCare Workforce Development, a division of Human Resources, is committed to ensuring a highly qualified and diverse pipeline of health care professionals, while providing economic opportunity within the communities we serve. At Partners HealthCare, Workforce Development efforts are focused on three main pipelines: youth, community residents, and incumbent workers. Our mission is to help individuals explore and pursue health care careers as well as to broaden their skills and continue to grow personally and professionally. Resources such as academic advising, career coaching, online and on-site classes, training, financial assistance, and other initiatives have already helped hundreds of people to enter and succeed in health care careers throughout the Partners HealthCare system. Please refer to: http://www.partners.org/For-Employees/Workforce-Development/Default.aspx for more detail on Partners' workforce development program.
Part III, Line 2 The cost of bad debt was calculated using the best available data which included a cost accounting system or a cost to charge ratio. The patient liability is reduced by all payments and insurance contractual adjustments. Previously applied patient discounts are reversed prior to placement in bad debt if the patient does not pay after the prescribed collection process or if the patient reneges on a previously agreed payment schedule.
Part III, Line 4 Text of Bad Debt footnote from AFS: In addition to charity care and inadequate funding from the Medicaid and Medicare programs, there are significant losses related to self-pay patients who fail to make payment for services rendered or insured patients who fail to remit co-payments and deductibles as required under the applicable health insurance arrangement. The provision for bad debts represents charges for services provided that are deemed to be uncollectible and was $129,051 and $129,492 in 2015 and 2014, respectively. The estimated cost of providing these services was approximately $48,347 and $48,699 for 2015 and 2014, respectively.
Part III, Line 8 All costs reported on the Medicare cost report have been determined in accordance with Medicare cost-finding principles. Costs allocable to Medicare patients are limited to certain services and derived in a number of ways, including average cost per day times Medicare days and ratio of cost to charges applied to charges for ancillary services provided to Medicare beneficiaries. The determination of allowable costs via the Medicare cost report excludes the cost and revenue associated with certain services, limits the costs recognized for other services and excludes certain costs of doing business. In addition, the Medicare cost report methodology does not allocate costs to Medicare beneficiaries as precisely as cost accounting systems, which, for example, account for the more intensive nursing care Medicare beneficiaries often require. Losses on the provision of care to Medicare patients should be considered community benefit because they represent a direct subsidy to the federal government by hospitals to cover the cost of care in excess of Medicare reimbursement. Providing care for the elderly and disabled, and serving Medicare patients is an essential part of the community benefit standard because access to care is one of the most important ways we can serve our communities. This subsidy helps to make that access possible.
Part III, Line 9b Per Massachusetts regulation, patients who have been qualified as "Low Income" by applying for one of several programs including MassHealth, CommonHealth, Commonwealth Care or Health Safety Net are exempt from collection practices. The Hospital will take reasonable steps to ensure that no collection actions, including telephone calls, statements or letters, are initiated for those patient balances that may be exempt from collection action by regulation, including patients determined to be "Low Income" by the Office of Medicaid, or enrolled in Mass Health, CMSP with a family income of under 401% of the FPG, EAEDC, Healthy Start or Center Care excepting those deductibles and copayments determined by those programs to be a patient responsibility. If it is determined that a patient was enrolled in one of those categories then all collection actions (except applicable co-payments and deductibles) with the patient will be closed for services that occurred during the patient's period of eligibility. Collection actions will also cease for as long as the patient is determined to be "Low Income" if the balance is from a period when the patient was not enrolled in a qualifying program. The Hospital may continue to send letters requesting information or action by the patient to resolve coverage and/or eligibility issues with a primary payer, Workers Compensation Program or to obtain any Third Party Liability or MVA carrier information.
Needs Assessment Part VI, Line 2: Partners HealthCare is committed to working with community residents and organizations to make significant, measurable and sustainable progress towards improving the health and well-being of low income, vulnerable people and populations in the communities served. Community benefit priorities are determined through a community needs assessment process: a synthesis of community participation and publicly available data. Extensive data for neighborhoods, towns, and cities, focusing on both the social and biological determinants of health, informs Partners HealthCare's decision-making and is available for use by community organizations, municipalities, and the general public. Partners Community Health has compiled a Community Health Needs Assessment (CHNA) in collaboration with Health Resources in Action that summarizes the results and findings of the respective CHNAs of our member institutions. In addition, all of Partners' member institutions conduct CHNAs of their own, at minimum, every 3 years. See CHNAs for each hospital facility as reported on Schedule H, Part V, Line 5 as well as the FY'15 Community Benefit Reports that were filed with the Massachusetts Attorney General found at: http://www.cbsys.ago.state.ma.us/cbpublic/public/browse_reports.aspx?secti on=0
Patient Education of Eligibility for Assistance: Part VI, Line 3: The Hospital will seek to identify patients who may be uninsured or inadequately insured in order to provide counseling and assistance. The Hospital will provide financial counseling to these patients and their families, including screening for eligibility for other sources of coverage, such as State Programs and other government programs (including to the extent possible, Medicaid programs in states other than Massachusetts), and providing information regarding all acceptable methods of payment of the Hospital bill. The Hospital will encourage patients who are potentially eligible for coverage from State Programs or other government programs to apply for coverage and shall assist the patient in applying for benefits. Patients may also apply for and be approved for coverage by the HSN for coinsurance or deductibles not covered by their primary insurance plan. B. The Hospital will post a notice (signs) of the availability of financial assistance programs and describe where to go to for assistance in the following locations: 1. Inpatient, clinic, emergency department, and community health center admission and/or registration areas; 2. Financial Counseling waiting areas 3. Central admission/registration areas that are open to patients 4. Business office waiting areas that are open to patients Signs will be translated into other languages to the extent that the language is the primary language of more than 10% of residents in the Hospital's service. Signs will generally be posted in English and Spanish. Posted signs will be clearly visible and legible to patients visiting these areas. Signage will also include instructions on access to translation services for patients who have other language needs. The PHS Financial Assistance Policy and PHS Uninsured Patient Discount Policy will also be made available to patients as required to ensure that all patients are aware of the availability of assistance.
Community Information Part VI, Line 4: Communities served Please go to the Partners HealthCare Community Health Brochure for more information: http://partnershealthcare.uberflip.com/i/302694-partners-community-health- brochure Partners' hospitals work to provide care in all corners of the world - locally, nationally and globally - by partnering with underserved communities to build, improve and sustain health care delivery and healthier communities. Below are some of the communities and target populations served: Boston residents experiencing health disparities Medically underserved and/or low income women and other residents in priority communities like Mission Hill, Roxbury, Jamaica Plain, Dorchester and Mattapan Victims of domestic violence Individuals who are HIV positive (or at risk of HIV) Residents with disproportionately lower rates of colorectal cancer screening - with a focus on Hispanic/Latino residents Residents at greatest risk of and those living with heart disease Native Americans Boston youth and other special populations such as the elderly, homeless, immigrants, and refugees Charlestown - An independent-minded and geographically isolated community, Charlestown is the second smallest neighborhood in Boston, and has both the wealthiest and poorest residents in the City of Boston within it. Despite the disparities, the Charlestown community continues to make gains in preventing and treating substance abuse - the community's key goal. Chelsea - Home to a large population of immigrants and refugees, Chelsea seeks to improve access to and reduce disparities in health care. Revere - Revere is a close-knit coastal city located five miles north of Boston. Community goals include reducing substance abuse and violence, and improving healthy living. Low-income individuals living on the North Shore (Lynn, Salem and surrounding communities)
Promotion of Community Health Part VI, Line 5: The hospitals included in the Partners Health Care System have governing bodies that are comprised of community leaders who are guided by the mission to deliver excellence in patient care, advance that care through innovative research and education and improve the health and well-being of the diverse communities served. Surplus funds are used to further the organization's tax exempt missions of patient care, education and research.
Affiliated Health Care System Part VI, Line 6: Partners HealthCare is one of the largest charitable diversified health care services organizations in the United States. PHS was established in 1994 by an affiliation between The Brigham Medical Center, Inc., now known as Brigham and Women's Health Care, Inc., and The Massachusetts General Hospital, in order to create an integrated health care delivery system. Partners HealthCare currently operates two tertiary and seven community acute care hospitals that comprise the largest acute health care system in Eastern Massachusetts, one hospital providing inpatient and outpatient mental health services and four hospitals providing inpatient and outpatient services in rehabilitation medicine. The tertiary hospitals are Brigham and Women's Hospital and The General Hospital Corporation, commonly known as Massachusetts General Hospital. The community acute care hospitals are Cooley Dickinson Hospital, Faulkner Hospital, Newton-Wellesley Hospital, Salem Hospital, Union Hospital, Martha's Vineyard Hospital and Nantucket Cottage Hospital. McLean Hospital provides inpatient and outpatient mental health services, while Spaulding Rehabilitation Hospital, Spaulding Hospital-Cambridge, Shaughnessy-Kaplan Rehabilitation Hospital and Rehabilitation Hospital of the Cape and Islands provide inpatient and outpatient services in rehabilitation medicine. Partners Continuing Care oversees the management, delivery and integration of non-acute services in the Partners HealthCare system. Partners HealthCare provides patient access, training and advisory services to public and private organizations abroad through Partners HealthCare International and Partners Medical International. Partners HealthCare has the largest non-university-based non-profit private medical research enterprise in the United States and is a principal teaching affiliate of the medical and dental schools of Harvard University. Partners HealthCare also operates a physician network of approximately 6,420 primary care physicians (PCPs) and specialists. Partners HealthCare also operates Neighborhood Health Plan, a licensed, non-profit managed care organization that provides health insurance products to the Medicaid, Massachusetts Health Connector and commercial populations. With approximately 45,500 full-time equivalent employees (FTEs), Partners HealthCare is one of the largest private employers in The Commonwealth of Massachusetts (the Commonwealth). PHS, as the parent corporation of Partners HealthCare, provides a number of services for its affiliates, including clinical affairs, community benefits, finance, human resources, information systems, internal audit, investments, legal, marketing, materials management, real estate, research administration and treasury. The Finance Committee of the PHS Board of Directors serves all of Partners HealthCare's constituents and oversees a centralized operating and capital budget and business planning process. Partners HealthCare's cash and investments are managed centrally under policies developed by the Investment Committee of the PHS Board of Directors and reviewed by the Finance Committee. PHS also coordinates the research and medical education programs of its affiliates.
State of Filing Community Benefit Report Part VI, Line 7: Each of the hospitals that comprise the Partners network has a community benefit planning and service delivery structure. Each of these entities (except the four rehabilitation facilities listed in Part V, Section A) has filed a separate community benefit report with Attorney General of the Commonwealth of Massachusetts. Coordinating activities on a system-wide basis is Matt Fishman, Vice President for Community Health for Partners HealthCare.
Schedule H (Form 990) 2014
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
2014
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 Domestic Organizations and Domestic Governments. 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 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) 90,862,548       To support Tax Exempt Affliliate
(2) Newton-Wellesley Hospital
2014 Washington Street
Newton,MA02462 		04-2103611 501(c)(3) 4,356,692       To support Tax Exempt Affliliate
(3) Newton-Wellesley Hospital Charitable Foundation
2014 Washington Street
Newton,MA02462 		04-3829745 501(c)(3) 134,968       To support Tax Exempt Affliliate
(4) The Brigham and Women's Hospital Inc
75 Francis Street
Boston,MA02115 		04-2312909 501(c)(3) 12,475,619       To support Tax Exempt Affliliate
(5) The General Hospital Corporation
55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 17,791,258       To support Tax Exempt Affliliate
(6) Massachusetts General Physicians Organiz
55 Fruit Street
Boston,MA02114 		04-2807148 501(c)(3) 4,265,932       To support Tax Exempt Affliliate
(7) Nantucket Cottage Hospital
57 Prospect Street
Nantucket,MA02554 		04-2103823 501(c)(3) 743,505       To support Tax Exempt Affliliate
(8) Brigham and Women's Health Care Inc
75 Francis Street
Boston,MA02115 		04-2921338 501(c)(3) 89,112,788       To support Tax Exempt Affliliate
(9) Shaughnessy-Kaplan Rehabilitation Hospital
Dove Avenue
Salem,MA01970 		04-3067082 501(c)(3) 4,730,131       To support Tax Exempt Affliliate
(10) North Shore Medical Center Inc
81 Highland Avenue
Salem,MA01970 		04-3399616 501(c)(3) 5,560,085       To support Tax Exempt Affliliate
(11) Brigham and Women's Physicians Organization
75 Francis Street
Boston,MA02115 		04-3466314 501(c)(3) 38,278,622       To support Tax Exempt Affliliate
(12) Brigham Pathology Research and Education Foundatio
75 Francis Street
Boston,MA02115 		04-3541111 501(c)(3) 6,509       To support Tax Exempt Affliliate
(13) McLean HealthCare Inc
115 Mill Street
Belmont,MA02478 		20-4572876 501(c)(3) 3,275,389       To support Tax Exempt Affliliate
(14) The McLean Hospital Corporation
115 Mill Street
Belmont,MA02478 		04-2697981 501(c)(3) 6,073,179       To support Tax Exempt Affliliate
(15) Partners Continuing Care Inc
800 Boylston Street
Boston,MA02199 		26-0003495 501(c)(3) 44,979,777       To support Tax Exempt Affliliate
(16) Partners Hospice Inc
48 Woerd Ave
Waltham,MA02453 		04-2918280 501(c)(3) 58,700       To support Tax Exempt Affliliate
(17) Martha's Vineyard Hospital Inc
Linton Lane PO Box 1477
Oak Bluffs,MA02557 		04-2104691 501(c)(3) 2,236,796       To support Tax Exempt Affliliate
(18) Cooley Dickinson Hospital Inc
30 Locust Street
Northampton,MA01060 		22-2617175 501(c)(3) 6,250,521       To support Tax Exempt Affliliate
(19) NSMC HealthCare Inc
81 Highland Avenue
Salem,MA01970 		04-3294420 501(c)(3) 35,161,760       To support Tax Exempt Affliliate
(20) Newton-Wellesley HealthCare System Inc
2014 Washington Street
Newton,MA02462 		20-4295282 501(c)(3) 20,126,191       To support Tax Exempt Affliliate
(21) Harvard Medical School
25 Shattuck St Boston MA 02115
Boston,MA02115 		04-2103580 501(c)(3) 2,975,536       Community Benefit Program
(22) Harvard Medical School
25 Shattuck St Boston MA 02115
Boston,MA02115 		04-2103580 501(c)(3) 2,795,536       Community Benefit Program
(23) Lynn Community Health Center
269 Union Street
Lynn,MA01901 		04-2525066 501(c)(3) 2,168,651       Community Benefit Program
(24) East Boston Health Center
10 Gove Street
East Boston,MA02128 		23-7425849 501(c)(3) 1,515,000       Community Benefit Program
(25) North Shore Community Health
27 CONGRESS STREET
Salem,MA01970 		04-2104250 501(c)(3) 445,398       Community Benefit Program
(26) Hope Lodge
125 South Huntington ave
Boston,MA02130 		13-1788491 501(c)(3) 400,000       Community Benefit Program
(27) Harvard Medical School
25 Shattuck St
Boston,MA02115 		04-2103580 501(c)(3) 308,000       Community Benefit Program
(28) Boston Health Care for the Homeless
729 Mass Ave
Boston,MA02118 		01-3160480 501(c)(3) 233,446       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) Community Service Care Inc
36 Perkins Street
Jamaica Plain,MA02130 		04-2754281 501(c)(3) 200,000       Community Benefit Program
(31) Boys & Girls Club of Boston
50 Congress St Ste 730
Boston,MA02109 		04-2103922 501(c)(3) 196,000       Community Benefit Program
(32) Mass League of Comm Health Centers
40 Court Street 10th Floor
Boston,MA02108 		04-2507409 501(c)(3) 176,663       Community Benefit Program
(33) Revere Public Schools
101 School Street
Revere,MA02151 		04-6001412 501(c)(3) 170,000       Community Benefit Program
(34) CCHERS
360 Huntington Avenue
Boston,MA02115 		04-3286409 501(c)(3) 165,238       Community Benefit Program
(35) Mass Coalition for the Homeless
15 Bubier St
Lynn,MA01901 		22-2599662 501(c)(3) 150,000       Community Benefit Program
(36) Northeast Justice Center
181 Union St
Lynn,MA01901 		22-2599662 501(c)(3) 150,000       Community Benefit Program
(37) North Suffolk Mental Health Associates
301 Broadway
Chelsea,MA02150 		04-2317215 501(c)(3) 140,660       Community Benefit Program
(38) Bay Cove Human Services
66 Canal St
Boston,MA02114 		04-2518575 501(c)(3) 127,370       Community Benefit Program
(39) Mattapan Community Health Center
1425 Blue Hill Avenue
Mattapan,MA02126 		04-2518575 501(c)(3) 125,000       Community Benefit Program
(40) Walk Boston
45 School Street
Boston,MA02108 		22-3061699 501(c)(3) 112,705       Community Benefit Program
(41) Essex County Community foundation
175 Andover Street
Danvers,MA01923 		04-3407816 501(c)(3) 103,536       Community Benefit Program
(42) HAWC
27 Congress Street
Salem,MA01970 		04-2655367 501(c)(3) 95,789       Community Benefit Program
(43) Maurice J Tobin K-8 School
40 Smith Street
Roxbury,MA02120 		501(c)(3) 94,000       Community Benefit Program
(44) BPHC
1010 Mass Ave
Boston,MA02118 		04-3316655 501(c)(3) 90,977       Community Benefit Program
(45) Harvard Medical School
25 Shattuck St
Boston,MA02115 		04-2103580 501(c)(3) 80,000       Community Benefit Program
(46) South End Community Health Center
1601 Washington Street
Boston,MA02118 		04-2456134 501(c)(3) 67,736       Community Benefit Program
(47) Community Service Care Inc
PO Box 300040
Jamaica Plain,MA02130 		04-2754281 501(c)(3) 61,362       Community Benefit Program
(48) Whittier Street Health Center
1290 Tremont Street
Boston,MA02120 		04-2619517 501(c)(3) 60,433       Community Benefit Program
(49) Edward M Kennedy Academy
360 Huntington Ave - 102CA
Boston,MA02115 		04-3418167 501(c)(3) 60,000       Community Benefit Program
(50) Boston Private Industry Council
2 Oliver Street 7th Floor
Boston,MA02109 		04-7267661 501(c)(3) 55,000       Community Benefit Program
(51) Martha's Vineyard Community Services
111 Edgartown Road
Oak Bluffs,MA02557 		04-2301598 501(c)(3) 51,920       Community Benefit Program
(52) MV Councils on Aging Collaborative - Town of Oak B
PO Box 1327
Oak Bluffs,MA02557 		04-6001255 501(c)(3) 51,670       Community Benefit Program
(53) Visiting Nurse Assoc Island Health Clinic and Vi
15 Merchants Court PO Box 399
Vineyard Haven,MA02568 		22-2557839 501(c)(3) 51,670       Community Benefit Program
(54) ROCA
101 Park Street
Chelsea,MA02150 		22-3223641 501(c)(3) 51,149       Community Benefit Program
(55) MetroWest Community Healthcare Foundation
161 Worchester rd
Framingham,MA01701 		04-3464279 501(c)(3) 50,611       Community Benefit Program
(56) Boys and Girls Club of Boston
50 Congress Street Suite 730
Boston,MA02109 		04-2103922 501(c)(3) 50,000       Community Benefit Program
(57) Mattapan Community Health Center Inc
1575 Blue Hill Avenue
Mattapan,MA02126 		04-2544151 501(c)(3) 50,000       Community Benefit Program
(58) Camp Harborview Foundation
200 Clarendon St 60th Floor
Boston,MA02119 		75-3235491 501(c)(3) 50,000       Community Benefit Program
(59) Phoenix Society for Burn Victims
1835 RW Berends Dr SW
Grand Rapids,MI49519 		23-2062352 501(c)(3) 50,000       Community Benefit Program
(60) Urology Associates
400 HIghland Avenue
Salem,MA01970 		04-2498460 501(c)(3) 40,472       Community Benefit Program
(61) Schwartz Center
55 Fruit Street
Boston,MA02114 		04-2697983 501(c)(3) 35,000       Community Benefit Program
(62) HRIA
95 Berkeley St
Boston,MA02116 		04-2229839 501(c)(3) 35,000       Community Benefit Program
(63) GIRLS INCORPORATED OF LYNN
50 High Street
Lynn,MA01902 		04-2104250 501(c)(3) 32,608       Community Benefit Program
(64) Boston Housing Authority
52 Chauncy Street
Boston,MA02111 		04-3576423 501(c)(3) 32,324       Community Benefit Program
(65) CAMP HARBOR VIEW (co The Connors Family Office)
200 Clarendon Street 60th Floor
Boston,MA02119 		75-3235491 501(c)(3) 30,000       Community Benefit Program
(66) Kadre Health Solutions
220 Reservoir St 25
Needham,MA02494 		04-2103611 501(c)(3) 29,228       Community Benefit Program
(67) Barbara McInnis House
780 Albany St
Boston,MA02118 		04-3160480 501(c)(3) 28,050       Community Benefit Program
(68) Kennedy Center
10 City Square PO Box 290007
Charlestown,MA02129 		04-2373976 501(c)(3) 26,990       Community Benefit Program
(69) HomeStart
105 Chauncy Street
Boston,MA02111 		04-3311270 501(c)(3) 25,594       Community Benefit Program
(70) Boston Scholar Athletes Program
65 Allerton Street
Boston,MA02119 		27-3987854 501(c)(3) 25,000       Community Benefit Program
(71) Hilltown Community Health Center
73 Russell Rd
Huntington,MA01050 		04-2161484 501(c)(3) 24,300       Community Benefit Program
(72) A B C D Parker Hill Fenway Neighborhood
714 Parker Street
Roxbury,MA02120 		04-2304133 501(c)(3) 21,000       Community Benefit Program
(73) International OCD Foundation Conference
18 Tremont St Suite 903
Boston,MA02108 		22-2894564 501(c)(3) 21,000       Community Benefit Program
(74) North Shore Cardiovascular Associates
80 Highland Ave
Salem,MA01970 		83-0504026 501(c)(3) 20,140       Community Benefit Program
(75) Greater Boston chamber of Commerce
265 Franklin Street 2 Floor
Bostn,MA02110 		04-2499010 501(c)(3) 20,000       Community Benefit Program
(76) BHA
76 Monument St
Charlestown,MA02129 		501(c)(3) 20,000       Community Benefit Program
(77) St Mary-StCatherine of Siena Parish FOR HARVEST
46 Winthrop St
Charlestown,MA02129 		501(c)(3) 20,000       Community Benefit Program
(78) Veterans Taxi
224 Calvary St
Waltham,MA02453 		83-0504026 501(c)(3) 16,681       Community Benefit Program
(79) Greater Lynn Senior Services
8 Silsbee Street
Lynn,MA01901 		04-2581129 501(c)(3) 15,120       Community Benefit Program
(80) Urban Improv
8 St John Street
Jamaica Plain,MA02130 		04-2789576 501(c)(3) 15,000       Community Benefit Program
(81) American Heart Association
500 5th Ave
Waltham,MA01701 		13-5613797 501(c)(3) 15,000       Community Benefit Program
(82) American Heart Association
7272 GREENVILLE AVENUE
Dallas,TX75231 		13-5613797 501(c)(3) 15,000       Community Benefit Program
(83) Boston Private Industry Council
2 Oliver St
Boston,MA02109 		04-2676661 501(c)(3) 15,000       Community Benefit Program
(84) Boys & Girls Club of Boston Charlestown Club
15 Green Street
Charlestown,MA02129 		04-2575578 501(c)(3) 15,000       Community Benefit Program
(85) JF Kennedy Family Services Center Inc
23A Moulton St
Charlestown,MA02129 		04-2373976 501(c)(3) 15,000       Community Benefit Program
(86) Special Townies
336 Main Street
Charlestown,MA02129 		04-2696004 501(c)(3) 15,000       Community Benefit Program
(87) Health and Education Services (HES)
Zero Centennial Drive
Peabody,MA01960 		04-2777145 501(c)(3) 15,000       Community Benefit Program
(88) Health Careers Connection
300 Frank Ogawa Plaza Ste 243
Oakland,CA94612 		25-1904312 501(c)(3) 13,000       Community Benefit Program
(89) Smart from the Start INC
255 Medford St
Charlestown,MA02129 		00-1075856 501(c)(3) 13,000       Community Benefit Program
(90) Island-wide Bd of Health - Town of Edgartown
PO Box 5158
Edgartown,MA02539 		04-6001143 501(c)(3) 12,918       Community Benefit Program
(91) Health Resources in Action(BACH)
95 Berkeley Street
Boston,MA02116 		04-2229839 501(c)(3) 12,750       Community Benefit Program
(92) Harvard Kent Elementry
50 Bunker Hill St
Charlestown,MA02129 		45-4952663 501(c)(3) 12,000       Community Benefit Program
(93) Hilltown CDC
387 Main Road
Chesterfield,MA01012 		04-2741009 501(c)(3) 11,800       Community Benefit Program
(94) City of Easthampton
50 Payson Avenue
Easthampton,MA01027 		501(c)(3) 11,400       Community Benefit Program
(95) INTERNATIONAL WOMENS FORUM
2120 L Streetr NW Ste 460
Washington,DC20037 		84-0919612 501(c)(3) 11,200       Community Benefit Program
(96) American Cancer Society
30 Speen Street
Framingham,MA01701 		13-1788491 501(c)(3) 11,000       Community Benefit Program
(97) Big Sister Association of Greater Boston
20 Park Plaza 1420
Boston,MA02116 		04-2150651 501(c)(3) 10,000       Community Benefit Program
(98) United Way of MAss Bay Inc
51 Sleeper Street
Boston,MA02210 		04-2382233 501(c)(3) 10,000       Community Benefit Program
(99) Arthritis Foundation
29 Crafts St 450
Newton,MA02458 		58-1341679 501(c)(3) 10,000       Community Benefit Program
(100) Neurosurgery Rsch & Education Fdtn
5550 Meadowbrook Drive
Meadows,IL60008 		46-2905743 501(c)(3) 10,000       Community Benefit Program
(101) Pregnancy Foundation - Society for Maternal- Fetal
409 12th St SW
Washington,DC20024 		41-2103331 501(c)(3) 10,000       Community Benefit Program
(102) Casa Latina
Bangs Community Center 70 Boltwood
Amhert,MA01002 		22-2477843 501(c)(3) 10,000       Community Benefit Program
(103) Multiservice Eating Disorder Association
92 Pearl Street
Newton,MA02458 		04-3224394 501(c)(3) 10,000       Community Benefit Program
(104) Charlestown Branch Library
179 Main Street
Charlestown,MA02129 		501(c)(3) 10,000       Community Benefit Program
(105) Charlestown Community Center
225 Medford Street
Charlestown,MA02129 		37-1513586 501(c)(3) 10,000       Community Benefit Program
(106) Charlestown LaCrosse & Learning Center
PO Box 290537
Charlestown,MA02129 		04-3484770 501(c)(3) 10,000       Community Benefit Program
(107) Charlestown Little League
PO Box 290642
Charlestown,MA02129 		501(c)(3) 10,000       Community Benefit Program
(108) Charlestown Working Theater
442 Bunker Hill St
Charlestown,MA02129 		04-2696004 501(c)(3) 10,000       Community Benefit Program
(109) Charlestown Youth Hockey
PO Box 712
Charlestown,MA02129 		04-3040076 501(c)(3) 10,000       Community Benefit Program
(110) Mission Safe-Third Sector New England
PO Box 29079
Charlestown,MA02129 		04-3457195 501(c)(3) 10,000       Community Benefit Program
(111) United Way of Mass Bay Inc
51 Sleeper St
Boston,MA02210 		04-2382233 501(c)(3) 10,000       Community Benefit Program
(112) PLANNED PARENTHOOD LEAGUE OF MA
1055 Comm Ave
Boston,MA02215 		501(c)(3) 10,000       Community Benefit Program
(113) SOCIETY FOR MATERNAL FETAL MEDICINE
409 12th St SW
Washington,DC20024 		74-2052541 501(c)(3) 10,000       Community Benefit Program
(114) Reg Ctr for Poison Control and Prevent
Boston Childrens Hospital 300 Long
Boston,MA02115 		04-2774441 501(c)(3) 8,400       Community Benefit Program
(115) Mission Grammar School
94 St Alphonus Street
Roxbury,MA02120 		04-2106198 501(c)(3) 8,000       Community Benefit Program
(116) Our Lady of Perpetual Help Mission Grammar School
94 St Alphonsus Street
Boston,MA02120 		04-2106198 501(c)(3) 8,000       Community Benefit Program
(117) e Inc
114 6th St Room 1030
Charlestown,MA02129 		04-3040076 501(c)(3) 8,000       Community Benefit Program
(118) Umass Fine Arts Center
151 Presidents Drive
Amhert,MA01003 		04-3167352 501(c)(3) 7,750       Community Benefit Program
(119) Greater Northampton Chamber of Commerce
99 Pleasant Street
Northampton,MA01060 		04-1679420 501(c)(3) 7,500       Community Benefit Program
(120) National Association of Corporate Directors
2001 Pennsylvania Ave NW Suite 50
Washington,DC20009 		52-2314113 501(c)(3) 7,500       Community Benefit Program
(121) American Heart Association
7272 Greenville Ave
Dallas,TX75231 		13-5613797 501(c)(3) 7,500       Community Benefit Program
(122) Easthampton Public Schools
50 Payson Avenue
Easthampton,MA01027 		501(c)(3) 6,000       Community Benefit Program
(123) Springwell Area Agency on Aging
125 Walnut St
Watertown,MA02472 		04-2616064 501(c)(3) 6,000       Community Benefit Program
(124) Harbor Health Services Inc
1135 Morton Street
Mattapan,MA02126 		23-7100550 501(c)(3) 6,000       Community Benefit Program
(125) CANINE COMPANIONS
191 Whiting Ave
Dedham,MA02026 		00-0950132 501(c)(3) 5,547       Community Benefit Program
(126) Codman Square Health Center
637 Washington Street
Dorchester,MA02124 		04-2678774 501(c)(3) 5,500       Community Benefit Program
(127) Dorchester House Multi-Service Center
1353 Dorchester Ave
Dorchester,MA02122 		23-7125970 501(c)(3) 5,500       Community Benefit Program
(128) South Boston Community Health Center
409 W Broadway
South Boston,MA02127 		04-2682152 501(c)(3) 5,500       Community Benefit Program
(129) GHESKIO

 
  		  171,387       Medical Res.
(130) KEIO UNIVERSITY

 
  		  37,500       Medical Res.
(131) HO CHI MIHN CITY CANCER HOSPIT

 
  		  37,900       Medical Res.
(132) CHIANG MAI UNIVERSITY

 
  		  46,873       Medical Res.
(133) NATIONAL UNIVERSITY OF SINGAPO

 
  		  24,997       Medical Res.
(134) WITS HEALTH CONSORTIUM

 
  		  1,030,102       MEDICAL RESEARCH
(135) Medical Research

 
  		  26,624        
(136) Medical Research

 
  		  16,817        
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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
Use of Grants/Donations Partners HealthCare System, Inc. and Affiliates make donations to various tax-exYmpt organizations. These donations can be used by the recipient only in furtherance of their tax-exempt mission.
Schedule I (Form 990) 2014


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Joshua L Abrams EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
179,946 		0
...............................
13,429 		0
...............................
13,560 		0
...............................
15,935 		0
...............................
33,558 		0
...............................
256,428 		 
...............................
 
2Dale Adler MDSee Schedule O - O & T Titles (i)
(ii)		 470,000
...............................
0 		3,500
...............................
0 		75,870
...............................
0 		35,750
...............................
0 		16,089
...............................
0 		601,209
...............................
0 		 
...............................
 
3Richard Alexander MDSee Schedule O - O & T Titles (i)
(ii)		 129,313
...............................
0 		118,159
...............................
0 		22,715
...............................
0 		4,350
...............................
0 		29,251
...............................
0 		303,788
...............................
0 		 
...............................
 
4Joan M ArcherSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
197,243 		0
...............................
11,828 		0
...............................
47,109 		0
...............................
32,197 		0
...............................
20,179 		0
...............................
308,556 		 
...............................
 
5Thomas H Aretz MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
374,664 		0
...............................
0 		0
...............................
65,386 		0
...............................
35,754 		0
...............................
22,438 		0
...............................
498,242 		 
...............................
 
6Katrina Armstrong MD MSCESee Schedule O - O & T Titles (i)
(ii)		 638,500
...............................
0 		99,450
...............................
0 		128,943
...............................
0 		35,751
...............................
0 		20,704
...............................
0 		923,348
...............................
0 		 
...............................
 
7Sarah Arnholz EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
176,687 		0
...............................
4,857 		0
...............................
39,916 		0
...............................
21,719 		0
...............................
28,529 		0
...............................
271,708 		 
...............................
 
8Stanley W Ashley MDSee Schedule O - O & T Titles (i)
(ii)		 470,053
...............................
0 		81,171
...............................
0 		85,553
...............................
0 		35,753
...............................
0 		28,472
...............................
0 		701,002
...............................
0 		 
...............................
 
9Dennis Ausiello MDSee Schedule O - O & T Titles (i)
(ii)		 366,490
...............................
0 		0
...............................
0 		56,682
...............................
0 		35,754
...............................
0 		18,223
...............................
0 		477,149
...............................
0 		 
...............................
 
10Elizabeth M Azano EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
117,600 		0
...............................
1,000 		0
...............................
4,445 		0
...............................
5,796 		0
...............................
27,765 		0
...............................
156,606 		 
...............................
 
11Maureen BanksSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
397,542 		0
...............................
21,731 		0
...............................
61,961 		0
...............................
35,751 		0
...............................
23,554 		0
...............................
540,539 		 
...............................
 
12Robert L Barbieri MDSee Schedule O - O & T Titles (i)
(ii)		 406,663
...............................
0 		68,000
...............................
0 		33,695
...............................
0 		35,756
...............................
0 		21,345
...............................
0 		565,459
...............................
0 		 
...............................
 
13Nesli Basgoz MDSee Schedule O - O & T Titles (i)
(ii)		 238,651
...............................
0 		7,040
...............................
0 		42,445
...............................
0 		35,753
...............................
0 		8,258
...............................
0 		332,147
...............................
0 		 
...............................
 
14Susan M BeausolielSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
181,184 		0
...............................
0 		0
...............................
21,593 		0
...............................
20,229 		0
...............................
27,911 		0
...............................
250,917 		 
...............................
 
15Janis P Bellack PhD RN FASee Schedule O - O & T Titles (i)
(ii)		 0
...............................
323,213 		0
...............................
17,510 		0
...............................
66,747 		0
...............................
35,756 		0
...............................
13,654 		0
...............................
456,880 		 
...............................
 
16Barbara E Bierer MDSee Schedule O - O & T Titles (i)
(ii)		 461,084
...............................
0 		0
...............................
0 		30,705
...............................
0 		35,756
...............................
0 		32,818
...............................
0 		560,363
...............................
0 		 
...............................
 
17Gregory BirdSee Schedule O - O & T Titles (i)
(ii)		 153,668
...............................
0 		0
...............................
0 		9,200
...............................
0 		0
...............................
0 		15,709
...............................
0 		178,577
...............................
0 		 
...............................
 
18Christine A Blaski MDSee Schedule O - O & T Titles (i)
(ii)		 209,843
...............................
0 		4,225
...............................
0 		12,597
...............................
0 		2,590
...............................
0 		26,647
...............................
0 		255,902
...............................
0 		 
...............................
 
19Michael L Blute Sr MDSee Schedule O - O & T Titles (i)
(ii)		 689,500
...............................
0 		108,750
...............................
0 		144,243
...............................
0 		35,752
...............................
0 		19,702
...............................
0 		997,947
...............................
0 		 
...............................
 
20Sally Mason BoemerSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
526,254 		0
...............................
83,060 		0
...............................
55,277 		0
...............................
35,754 		0
...............................
32,598 		0
...............................
732,943 		 
...............................
 
21Arthur J BowesSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
223,813 		0
...............................
20,048 		0
...............................
37,379 		0
...............................
35,215 		0
...............................
20,702 		0
...............................
337,157 		 
...............................
 
22Franklin R Bringhurst MDSee Schedule O - O & T Titles (i)
(ii)		 147,067
...............................
0 		7,436
...............................
0 		9,459
...............................
0 		35,751
...............................
0 		19,206
...............................
0 		218,919
...............................
0 		 
...............................
 
23Steven D Browell MDSee Schedule O - O & T Titles (i)
(ii)		 263,982
...............................
0 		89,257
...............................
0 		20,344
...............................
0 		5,200
...............................
0 		31,492
...............................
0 		410,275
...............................
0 		 
...............................
 
24David F Brown MDSee Schedule O - O & T Titles (i)
(ii)		 510,250
...............................
0 		138,750
...............................
0 		64,791
...............................
0 		35,751
...............................
0 		21,143
...............................
0 		770,685
...............................
0 		 
...............................
 
25David J BurkeSee Schedule O - O & T Titles (i)
(ii)		 189,793
...............................
0 		10,000
...............................
0 		10,313
...............................
0 		5,491
...............................
0 		17,545
...............................
0 		233,142
...............................
0 		 
...............................
 
26Elizabeth A Mort Calcagni MDSee Schedule O - O & T Titles (i)
(ii)		 450,250
...............................
0 		47,957
...............................
0 		77,809
...............................
0 		35,754
...............................
0 		19,321
...............................
0 		631,091
...............................
0 		 
...............................
 
27Rodney A CarnifaxSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
30,100 		0
...............................
0 		0
...............................
298,904 		0
...............................
0 		0
...............................
3,206 		0
...............................
332,210 		 
...............................
 
28Bruce A Chabner MDSee Schedule O - O & T Titles (i)
(ii)		 295,198
...............................
0 		5,676
...............................
0 		45,734
...............................
0 		35,752
...............................
0 		18,904
...............................
0 		401,264
...............................
0 		 
...............................
 
29Effie J Chan ESQSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
164,904 		0
...............................
8,000 		0
...............................
16,502 		0
...............................
5,852 		0
...............................
10,289 		0
...............................
205,547 		 
...............................
 
30Julie C Chattopadhyay EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
166,509 		0
...............................
2,571 		0
...............................
12,434 		0
...............................
10,120 		0
...............................
32,487 		0
...............................
224,121 		 
...............................
 
31Maureen N ChesleySee Schedule O - O & T Titles (i)
(ii)		 0
...............................
130,470 		0
...............................
0 		0
...............................
40,125 		0
...............................
13,626 		0
...............................
28,181 		0
...............................
212,402 		 
...............................
 
32Ennio A Chiocca MD PhDSee Schedule O - O & T Titles (i)
(ii)		 1,267,251
...............................
0 		277,500
...............................
0 		140,824
...............................
0 		35,751
...............................
0 		22,133
...............................
0 		1,743,459
...............................
0 		 
...............................
 
33Kenneth ChisholmSee Schedule O - O & T Titles (i)
(ii)		 220,336
...............................
0 		34,333
...............................
0 		26,660
...............................
0 		10,144
...............................
0 		29,439
...............................
0 		320,912
...............................
0 		 
...............................
 
34Christopher Clark EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
235,975 		0
...............................
26,982 		0
...............................
41,284 		0
...............................
35,754 		0
...............................
30,674 		0
...............................
370,669 		 
...............................
 
35Lawrence H Cohn MDSee Schedule O - O & T Titles (i)
(ii)		 248,822
...............................
0 		7,250
...............................
0 		1,947,949
...............................
0 		33,968
...............................
0 		20,688
...............................
0 		2,258,677
...............................
0 		 
...............................
 
36Christopher M Coley MDSee Schedule O - O & T Titles (i)
(ii)		 306,902
...............................
0 		34,012
...............................
0 		31,825
...............................
0 		35,755
...............................
0 		19,033
...............................
0 		427,527
...............................
0 		 
...............................
 
37Amy Casey ConnollySee Schedule O - O & T Titles (i)
(ii)		 86,119
...............................
0 		11,770
...............................
0 		14,496
...............................
0 		9,735
...............................
0 		32,786
...............................
0 		154,906
...............................
0 		 
...............................
 
38Paul G Cushing EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
214,953 		0
...............................
0 		0
...............................
36,750 		0
...............................
34,953 		0
...............................
30,230 		0
...............................
316,886 		 
...............................
 
39Ernesto DaSilva MDSee Schedule O - O & T Titles (i)
(ii)		 163,637
...............................
0 		133,471
...............................
0 		17,318
...............................
0 		15,247
...............................
0 		30,220
...............................
0 		359,893
...............................
0 		 
...............................
 
40Susan DempseySee Schedule O - O & T Titles (i)
(ii)		 251,902
...............................
0 		41,030
...............................
0 		26,647
...............................
0 		5,656
...............................
0 		26,889
...............................
0 		352,124
...............................
0 		 
...............................
 
41Mary Beth DiFilippoSee Schedule O - O & T Titles (i)
(ii)		 176,556
...............................
0 		5,181
...............................
0 		9,196
...............................
0 		0
...............................
0 		27,508
...............................
0 		218,441
...............................
0 		 
...............................
 
42Christopher W DiGiovanni MDSee Schedule O - O & T Titles (i)
(ii)		 960,000
...............................
0 		459,317
...............................
0 		38,703
...............................
0 		0
...............................
0 		27,558
...............................
0 		1,485,578
...............................
0 		 
...............................
 
43Frank J DinglerSee Schedule O - O & T Titles (i)
(ii)		 136,290
...............................
0 		0
...............................
0 		177,933
...............................
0 		7,800
...............................
0 		6,974
...............................
0 		328,997
...............................
0 		 
...............................
 
44Terence P Doorly MDSee Schedule O - O & T Titles (i)
(ii)		 385,000
...............................
0 		407,009
...............................
0 		29,296
...............................
0 		18,460
...............................
0 		29,113
...............................
0 		868,878
...............................
0 		 
...............................
 
45Peter M Doubilet MDPhDSee Schedule O - O & T Titles (i)
(ii)		 414,981
...............................
0 		96,673
...............................
0 		26,648
...............................
0 		35,753
...............................
0 		19,356
...............................
0 		593,411
...............................
0 		 
...............................
 
46Margaret M Duggan MDSee Schedule O - O & T Titles (i)
(ii)		 209,643
...............................
0 		199,630
...............................
0 		34,420
...............................
0 		35,751
...............................
0 		20,685
...............................
0 		500,129
...............................
0 		 
...............................
 
47Brandon E Earp MDSee Schedule O - O & T Titles (i)
(ii)		 566,651
...............................
0 		582,078
...............................
0 		28,961
...............................
0 		35,751
...............................
0 		25,002
...............................
0 		1,238,443
...............................
0 		 
...............................
 
48James Ellison MDSee Schedule O - O & T Titles (i)
(ii)		 223,068
...............................
0 		250
...............................
0 		8,946
...............................
0 		33,388
...............................
0 		21,858
...............................
0 		287,510
...............................
0 		 
...............................
 
49Elof Eriksson MDSee Schedule O - O & T Titles (i)
(ii)		 551,246
...............................
0 		54,992
...............................
0 		2,521,996
...............................
0 		35,752
...............................
0 		18,458
...............................
0 		3,182,444
...............................
0 		 
...............................
 
50Carlos Fernandez-del Castillo MSee Schedule O - O & T Titles (i)
(ii)		 560,919
...............................
0 		65,625
...............................
0 		229,162
...............................
0 		35,750
...............................
0 		24,368
...............................
0 		915,824
...............................
0 		 
...............................
 
51Karen M Flaherty RNSee Schedule O - O & T Titles (i)
(ii)		 176,500
...............................
0 		100
...............................
0 		25,021
...............................
0 		20,968
...............................
0 		26,513
...............................
0 		249,102
...............................
0 		 
...............................
 
52Emily C Fogler EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
168,818 		0
...............................
1,000 		0
...............................
10,375 		0
...............................
13,027 		0
...............................
33,946 		0
...............................
227,166 		 
...............................
 
53Lawrence S Friedman MDSee Schedule O - O & T Titles (i)
(ii)		 422,128
...............................
0 		0
...............................
0 		38,349
...............................
0 		12,865
...............................
0 		28,512
...............................
0 		501,854
...............................
0 		 
...............................
 
54Joseph P Frolkis MD PhDSee Schedule O - O & T Titles (i)
(ii)		 397,529
...............................
0 		4,359
...............................
0 		21,738
...............................
0 		35,755
...............................
0 		19,034
...............................
0 		478,415
...............................
0 		 
...............................
 
55Joanne M FucileSee Schedule O - O & T Titles (i)
(ii)		 202,271
...............................
0 		10,647
...............................
0 		18,654
...............................
0 		26,808
...............................
0 		11,894
...............................
0 		270,274
...............................
0 		 
...............................
 
56Mary Jo GagnonSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
196,230 		0
...............................
11,662 		0
...............................
44,284 		0
...............................
32,029 		0
...............................
11,972 		0
...............................
296,177 		 
...............................
 
57Gary W GarbergSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
154,753 		0
...............................
0 		0
...............................
17,190 		0
...............................
12,064 		0
...............................
27,104 		0
...............................
211,111 		 
...............................
 
58Michael A Gimbrone Jr MDSee Schedule O - O & T Titles (i)
(ii)		 227,000
...............................
0 		0
...............................
0 		44,327
...............................
0 		34,156
...............................
0 		21,061
...............................
0 		326,544
...............................
0 		 
...............................
 
59Kevin T GiordanoSee Schedule O - O & T Titles (i)
(ii)		 199,714
...............................
0 		22,099
...............................
0 		3,712
...............................
0 		10,776
...............................
0 		35,617
...............................
0 		271,918
...............................
0 		 
...............................
 
60David F Gitlin MDSee Schedule O - O & T Titles (i)
(ii)		 203,520
...............................
0 		16,650
...............................
0 		21,494
...............................
0 		32,003
...............................
0 		15,862
...............................
0 		289,529
...............................
0 		 
...............................
 
61Joseph Gold MDSee Schedule O - O & T Titles (i)
(ii)		 380,168
...............................
0 		38,078
...............................
0 		-3,910
...............................
0 		37,750
...............................
0 		22,510
...............................
0 		474,596
...............................
0 		 
...............................
 
62Jeffrey A Golden MDSee Schedule O - O & T Titles (i)
(ii)		 692,765
...............................
0 		72,800
...............................
0 		164,014
...............................
0 		35,752
...............................
0 		30,175
...............................
0 		995,506
...............................
0 		 
...............................
 
63Gary L Gottlieb MD MBASee Schedule O - O & T Titles (i)
(ii)		 1,877,616
...............................
0 		93,600
...............................
0 		1,059,508
...............................
0 		35,750
...............................
0 		26,222
...............................
0 		3,092,696
...............................
0 		 
...............................
 
64Michele L Gougeon MScSee Schedule O - O & T Titles (i)
(ii)		 344,071
...............................
0 		36,298
...............................
0 		12,982
...............................
0 		40,350
...............................
0 		22,265
...............................
0 		455,966
...............................
0 		 
...............................
 
65George GougianSee Schedule O - O & T Titles (i)
(ii)		 128,278
...............................
0 		0
...............................
0 		6,514
...............................
0 		7,864
...............................
0 		24,451
...............................
0 		167,107
...............................
0 		 
...............................
 
66Peter T Greenspan MDSee Schedule O - O & T Titles (i)
(ii)		 315,235
...............................
0 		9,857
...............................
0 		30,580
...............................
0 		35,756
...............................
0 		19,040
...............................
0 		410,468
...............................
0 		 
...............................
 
67Daniel J GrossSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
379,663 		0
...............................
20,600 		0
...............................
55,937 		0
...............................
35,750 		0
...............................
30,458 		0
...............................
522,408 		 
...............................
 
68Michael L Gustafson MD MBASee Schedule O - O & T Titles (i)
(ii)		 386,658
...............................
0 		42,342
...............................
0 		66,251
...............................
0 		35,750
...............................
0 		14,251
...............................
0 		545,252
...............................
0 		 
...............................
 
69Gerard F HadleySee Schedule O - O & T Titles (i)
(ii)		 0
...............................
184,420 		0
...............................
9,879 		0
...............................
19,962 		0
...............................
21,442 		0
...............................
29,057 		0
...............................
264,760 		 
...............................
 
70Robert Handin MDSee Schedule O - O & T Titles (i)
(ii)		 252,938
...............................
0 		10,139
...............................
0 		5,190
...............................
0 		35,309
...............................
0 		15,890
...............................
0 		319,466
...............................
0 		 
...............................
 
71Jay R Harris MDSee Schedule O - O & T Titles (i)
(ii)		 573,750
...............................
0 		87,949
...............................
0 		66,240
...............................
0 		35,753
...............................
0 		16,208
...............................
0 		779,900
...............................
0 		 
...............................
 
72Mitchel B Harris MDSee Schedule O - O & T Titles (i)
(ii)		 384,750
...............................
0 		45,350
...............................
0 		42,632
...............................
0 		35,750
...............................
0 		18,345
...............................
0 		526,827
...............................
0 		 
...............................
 
73Margot K Hartmann MD PhDSee Schedule O - O & T Titles (i)
(ii)		 304,938
...............................
0 		12,500
...............................
0 		19,138
...............................
0 		7,242
...............................
0 		8,151
...............................
0 		351,969
...............................
0 		 
...............................
 
74George Hartnell MDSee Schedule O - O & T Titles (i)
(ii)		 366,328
...............................
0 		0
...............................
0 		2,622
...............................
0 		15,600
...............................
0 		4,219
...............................
0 		388,769
...............................
0 		 
...............................
 
75Judy HayesSee Schedule O - O & T Titles (i)
(ii)		 246,603
...............................
0 		26,665
...............................
0 		25,540
...............................
0 		35,750
...............................
0 		14,061
...............................
0 		348,619
...............................
0 		 
...............................
 
76James L HeffernanSee Schedule O - O & T Titles (i)
(ii)		 409,000
...............................
0 		55,380
...............................
0 		63,593
...............................
0 		40,350
...............................
0 		21,643
...............................
0 		589,966
...............................
0 		 
...............................
 
77Joel Heller MDSee Schedule O - O & T Titles (i)
(ii)		 327,000
...............................
0 		34,125
...............................
0 		26,332
...............................
0 		10,660
...............................
0 		28,309
...............................
0 		426,426
...............................
0 		 
...............................
 
78Brent L Henry EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
678,320 		0
...............................
35,700 		0
...............................
133,287 		0
...............................
35,750 		0
...............................
17,795 		0
...............................
900,852 		 
...............................
 
79Paula M HereauSee Schedule O - O & T Titles (i)
(ii)		 150,955
...............................
0 		4,998
...............................
0 		18,415
...............................
0 		22,742
...............................
0 		21,607
...............................
0 		218,717
...............................
0 		 
...............................
 
80Mairead Hickey PhD RNSee Schedule O - O & T Titles (i)
(ii)		 703,647
...............................
0 		71,951
...............................
0 		480,599
...............................
0 		35,750
...............................
0 		36,375
...............................
0 		1,328,322
...............................
0 		 
...............................
 
81John R Higham EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
274,086 		0
...............................
0 		0
...............................
3,162 		0
...............................
35,750 		0
...............................
25,864 		0
...............................
338,862 		 
...............................
 
82Thomas F Holovacs MDSee Schedule O - O & T Titles (i)
(ii)		 1,154,481
...............................
0 		453,920
...............................
0 		98,302
...............................
0 		35,752
...............................
0 		21,479
...............................
0 		1,763,934
...............................
0 		 
...............................
 
83Terrie E Inder MBCHBSee Schedule O - O & T Titles (i)
(ii)		 436,000
...............................
0 		45,000
...............................
0 		119,052
...............................
0 		31,710
...............................
0 		21,259
...............................
0 		653,021
...............................
0 		 
...............................
 
84Jeanette Ives Erickson RN DSee Schedule O - O & T Titles (i)
(ii)		 454,750
...............................
0 		69,916
...............................
0 		82,906
...............................
0 		40,350
...............................
0 		18,314
...............................
0 		666,236
...............................
0 		 
...............................
 
85Alan Anthony JamesSee Schedule O - O & T Titles (i)
(ii)		 263,900
...............................
0 		30,000
...............................
0 		29,965
...............................
0 		18,970
...............................
0 		8,360
...............................
0 		351,195
...............................
0 		 
...............................
 
86Michael S Jellinek MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
221,751 		0
...............................
0 		0
...............................
898,558 		0
...............................
33,111 		0
...............................
11,059 		0
...............................
1,164,479 		 
...............................
 
87Stephen R JenneySee Schedule O - O & T Titles (i)
(ii)		 193,595
...............................
0 		23,763
...............................
0 		40,219
...............................
0 		23,400
...............................
0 		31,445
...............................
0 		312,422
...............................
0 		 
...............................
 
88Mark D Johnson MD PhDSee Schedule O - O & T Titles (i)
(ii)		 438,000
...............................
0 		172,717
...............................
0 		14,280
...............................
0 		35,754
...............................
0 		18,278
...............................
0 		679,029
...............................
0 		 
...............................
 
89Lise C Johnson MDSee Schedule O - O & T Titles (i)
(ii)		 201,367
...............................
0 		34,075
...............................
0 		-1,940
...............................
0 		31,105
...............................
0 		18,840
...............................
0 		283,447
...............................
0 		 
...............................
 
90William C JohnstonSee Schedule O - O & T Titles (i)
(ii)		 408,985
...............................
0 		99,058
...............................
0 		25,367
...............................
0 		35,753
...............................
0 		21,540
...............................
0 		590,703
...............................
0 		 
...............................
 
91Patrick F Jordan IIISee Schedule O - O & T Titles (i)
(ii)		 0
...............................
287,492 		0
...............................
0 		0
...............................
31,861 		0
...............................
35,750 		0
...............................
25,235 		0
...............................
380,338 		 
...............................
 
92Leonard B Kaban DMD MDSee Schedule O - O & T Titles (i)
(ii)		 416,500
...............................
0 		43,926
...............................
0 		52,171
...............................
0 		35,752
...............................
0 		22,986
...............................
0 		571,335
...............................
0 		 
...............................
 
93Steven E KapfhammerSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
227,440 		0
...............................
13,100 		0
...............................
45,941 		0
...............................
35,750 		0
...............................
11,811 		0
...............................
334,042 		 
...............................
 
94Susan B KellySee Schedule O - O & T Titles (i)
(ii)		 108,945
...............................
0 		11,828
...............................
0 		34,422
...............................
0 		14,242
...............................
0 		8,159
...............................
0 		177,596
...............................
0 		 
...............................
 
95Pardon R Kenney MDSee Schedule O - O & T Titles (i)
(ii)		 410,750
...............................
0 		54,276
...............................
0 		41,474
...............................
0 		35,750
...............................
0 		19,312
...............................
0 		561,562
...............................
0 		 
...............................
 
96Barrett Kitch MDSee Schedule O - O & T Titles (i)
(ii)		 267,000
...............................
0 		34,675
...............................
0 		32,961
...............................
0 		15,860
...............................
0 		30,239
...............................
0 		380,735
...............................
0 		 
...............................
 
97Ronald E Kleinman MDSee Schedule O - O & T Titles (i)
(ii)		 464,750
...............................
0 		49,401
...............................
0 		87,221
...............................
0 		35,754
...............................
0 		20,132
...............................
0 		657,258
...............................
0 		 
...............................
 
98Katherine M Kneeland EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
214,953 		0
...............................
0 		0
...............................
45,204 		0
...............................
34,953 		0
...............................
5,802 		0
...............................
300,912 		 
...............................
 
99Bhavani S Kodali MDSee Schedule O - O & T Titles (i)
(ii)		 275,576
...............................
0 		122,125
...............................
0 		41,282
...............................
0 		35,753
...............................
0 		19,747
...............................
0 		494,483
...............................
0 		 
...............................
 
100Margaret M Koehm MDSee Schedule O - O & T Titles (i)
(ii)		 174,750
...............................
0 		63,000
...............................
0 		41,170
...............................
0 		35,757
...............................
0 		7,332
...............................
0 		322,009
...............................
0 		 
...............................
 
101Nidhi Kumar EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
147,173 		0
...............................
3,429 		0
...............................
553 		0
...............................
6,623 		0
...............................
25,184 		0
...............................
182,962 		 
...............................
 
102Thomas S Kupper MDSee Schedule O - O & T Titles (i)
(ii)		 445,112
...............................
0 		65,200
...............................
0 		15,501
...............................
0 		35,754
...............................
0 		18,955
...............................
0 		580,522
...............................
0 		 
...............................
 
103David A LagasseSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
278,343 		0
...............................
29,095 		0
...............................
40,701 		0
...............................
28,600 		0
...............................
35,238 		0
...............................
411,977 		 
...............................
 
104Laurie LamoureuxSee Schedule O - O & T Titles (i)
(ii)		 186,914
...............................
0 		0
...............................
0 		77,452
...............................
0 		12,320
...............................
0 		1,609
...............................
0 		278,295
...............................
0 		 
...............................
 
105Keith D Lillemoe MDSee Schedule O - O & T Titles (i)
(ii)		 631,700
...............................
0 		176,790
...............................
0 		112,701
...............................
0 		35,751
...............................
0 		33,748
...............................
0 		990,690
...............................
0 		 
...............................
 
106Edward Liston-Kraft PhDSee Schedule O - O & T Titles (i)
(ii)		 203,434
...............................
0 		22,431
...............................
0 		22,973
...............................
0 		33,958
...............................
0 		7,934
...............................
0 		290,730
...............................
0 		 
...............................
 
107Jay Loeffler MDSee Schedule O - O & T Titles (i)
(ii)		 620,250
...............................
0 		108,091
...............................
0 		104,093
...............................
0 		35,752
...............................
0 		3,897
...............................
0 		872,083
...............................
0 		 
...............................
 
108Joseph Loscalzo MD PhDSee Schedule O - O & T Titles (i)
(ii)		 586,663
...............................
0 		74,709
...............................
0 		22,364
...............................
0 		1,938
...............................
0 		30,267
...............................
0 		715,941
...............................
0 		 
...............................
 
109Everett T Lyn MDSee Schedule O - O & T Titles (i)
(ii)		 418,889
...............................
0 		23,765
...............................
0 		38,914
...............................
0 		35,754
...............................
0 		16,068
...............................
0 		533,390
...............................
0 		 
...............................
 
110Peter K MarkellSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
1,233,502 		0
...............................
62,700 		0
...............................
501,051 		0
...............................
585,752 		0
...............................
26,553 		0
...............................
2,409,558 		 
...............................
 
111Joanne MarquseeSee Schedule O - O & T Titles (i)
(ii)		 316,478
...............................
0 		257,586
...............................
0 		18,621
...............................
0 		0
...............................
0 		4,703
...............................
0 		597,388
...............................
0 		 
...............................
 
112Navneet Marwaha MDSee Schedule O - O & T Titles (i)
(ii)		 252,676
...............................
0 		33,783
...............................
0 		387
...............................
0 		12,142
...............................
0 		3,551
...............................
0 		302,539
...............................
0 		 
...............................
 
113Maury E McGough MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
429,410 		0
...............................
107,196 		0
...............................
57,599 		0
...............................
38,260 		0
...............................
27,600 		0
...............................
660,065 		 
...............................
 
114Craig MelinSee Schedule O - O & T Titles (i)
(ii)		 41,065
...............................
0 		0
...............................
0 		641,814
...............................
0 		0
...............................
0 		2,106
...............................
0 		684,985
...............................
0 		 
...............................
 
115Frederick Millham MDSee Schedule O - O & T Titles (i)
(ii)		 99,377
...............................
0 		3,500
...............................
0 		348,277
...............................
0 		1,713
...............................
0 		1,133
...............................
0 		454,000
...............................
0 		 
...............................
 
116Virginia MirisolaSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
148,873 		0
...............................
200 		0
...............................
42,396 		0
...............................
21,224 		0
...............................
29,198 		0
...............................
241,891 		 
...............................
 
117Ellen MoloneySee Schedule O - O & T Titles (i)
(ii)		 0
...............................
298,115 		0
...............................
65,300 		0
...............................
34,811 		0
...............................
35,750 		0
...............................
12,383 		0
...............................
446,359 		 
...............................
 
118Cynthia Morton PhDSee Schedule O - O & T Titles (i)
(ii)		 278,920
...............................
0 		7,551
...............................
0 		16,424
...............................
0 		35,758
...............................
0 		27,901
...............................
0 		366,554
...............................
0 		 
...............................
 
119Gilbert H Mudge Jr MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
443,026 		0
...............................
49,786 		0
...............................
72,464 		0
...............................
35,753 		0
...............................
22,504 		0
...............................
623,533 		 
...............................
 
120Stuart B Mushlin MDFACPSee Schedule O - O & T Titles (i)
(ii)		 260,750
...............................
0 		1,184
...............................
0 		39,707
...............................
0 		35,750
...............................
0 		18,428
...............................
0 		355,819
...............................
0 		 
...............................
 
121Elizabeth G Nabel MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
1,216,002 		0
...............................
62,450 		0
...............................
3,891,592 		0
...............................
290,552 		0
...............................
15,763 		0
...............................
5,476,359 		 
...............................
2,234,613
122Stephanie N NadolnySee Schedule O - O & T Titles (i)
(ii)		 151,701
...............................
0 		11,366
...............................
0 		14,508
...............................
0 		7,362
...............................
0 		23,729
...............................
0 		208,666
...............................
0 		 
...............................
 
123Albert Namias MDSee Schedule O - O & T Titles (i)
(ii)		 428,300
...............................
0 		34,155
...............................
0 		22,553
...............................
0 		4,841
...............................
0 		30,103
...............................
0 		519,952
...............................
0 		 
...............................
 
124Andrea Ng MDSee Schedule O - O & T Titles (i)
(ii)		 367,291
...............................
0 		59,011
...............................
0 		-281
...............................
0 		35,753
...............................
0 		15,988
...............................
0 		477,762
...............................
0 		 
...............................
 
125Britain W Nicholson MDSee Schedule O - O & T Titles (i)
(ii)		 553,500
...............................
0 		92,310
...............................
0 		76,388
...............................
0 		35,754
...............................
0 		19,387
...............................
0 		777,339
...............................
0 		 
...............................
 
126Robert G NortonSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
699,426 		0
...............................
36,800 		0
...............................
258,251 		0
...............................
35,751 		0
...............................
26,491 		0
...............................
1,056,719 		 
...............................
 
127Mark Novotny MDSee Schedule O - O & T Titles (i)
(ii)		 319,150
...............................
0 		0
...............................
0 		40,286
...............................
0 		15,600
...............................
0 		4,672
...............................
0 		379,708
...............................
0 		 
...............................
 
128Edward OlivierSee Schedule O - O & T Titles (i)
(ii)		 181,598
...............................
0 		29,250
...............................
0 		25,401
...............................
0 		7,647
...............................
0 		20,506
...............................
0 		264,402
...............................
0 		 
...............................
 
129Dost Ongur MD PhDSee Schedule O - O & T Titles (i)
(ii)		 241,097
...............................
0 		0
...............................
0 		-10,979
...............................
0 		22,545
...............................
0 		26,662
...............................
0 		279,325
...............................
0 		 
...............................
 
130Harry W Orf PhDSee Schedule O - O & T Titles (i)
(ii)		 421,250
...............................
0 		45,800
...............................
0 		77,448
...............................
0 		35,753
...............................
0 		19,289
...............................
0 		599,540
...............................
0 		 
...............................
 
131Timothy Parsons MDSee Schedule O - O & T Titles (i)
(ii)		 364,017
...............................
0 		0
...............................
0 		18,026
...............................
0 		13,000
...............................
0 		1,877
...............................
0 		396,920
...............................
0 		 
...............................
 
132Sheila K Partridge MDSee Schedule O - O & T Titles (i)
(ii)		 428,499
...............................
0 		167,948
...............................
0 		14,360
...............................
0 		11,535
...............................
0 		26,953
...............................
0 		649,295
...............................
0 		 
...............................
 
133Gregory J PaulySee Schedule O - O & T Titles (i)
(ii)		 412,750
...............................
0 		42,204
...............................
0 		52,583
...............................
0 		32,550
...............................
0 		20,797
...............................
0 		560,884
...............................
0 		 
...............................
 
134Diane R Pearl MDSee Schedule O - O & T Titles (i)
(ii)		 232,000
...............................
0 		61,950
...............................
0 		4,256
...............................
0 		35,755
...............................
0 		18,088
...............................
0 		352,049
...............................
0 		 
...............................
 
135Edith PeterSee Schedule O - O & T Titles (i)
(ii)		 91,618
...............................
0 		0
...............................
0 		199,131
...............................
0 		3,900
...............................
0 		827
...............................
0 		295,476
...............................
0 		 
...............................
 
136Pieter Pil MDSee Schedule O - O & T Titles (i)
(ii)		 453,507
...............................
0 		50,400
...............................
0 		17,551
...............................
0 		9,015
...............................
0 		26,848
...............................
0 		557,321
...............................
0 		 
...............................
 
137Bohdan Pomahac MDSee Schedule O - O & T Titles (i)
(ii)		 378,450
...............................
0 		331,459
...............................
0 		69,964
...............................
0 		35,753
...............................
0 		18,304
...............................
0 		833,930
...............................
0 		 
...............................
 
138Ann L PrestipinoSee Schedule O - O & T Titles (i)
(ii)		 405,750
...............................
0 		43,956
...............................
0 		69,159
...............................
0 		40,350
...............................
0 		8,544
...............................
0 		567,759
...............................
0 		 
...............................
 
139Allyson L Preston MDSee Schedule O - O & T Titles (i)
(ii)		 342,720
...............................
0 		25,820
...............................
0 		30,029
...............................
0 		1,264
...............................
0 		31,012
...............................
0 		430,845
...............................
0 		 
...............................
 
140Ali S Raja MDSee Schedule O - O & T Titles (i)
(ii)		 259,458
...............................
0 		16,520
...............................
0 		8,614
...............................
0 		20,150
...............................
0 		22,804
...............................
0 		327,546
...............................
0 		 
...............................
 
141David W Rattner MDSee Schedule O - O & T Titles (i)
(ii)		 660,312
...............................
0 		85,575
...............................
0 		114,059
...............................
0 		35,751
...............................
0 		24,368
...............................
0 		920,065
...............................
0 		 
...............................
 
142Scott L Rauch MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
501,502 		0
...............................
26,050 		0
...............................
62,677 		0
...............................
35,752 		0
...............................
30,651 		0
...............................
656,632 		 
...............................
 
143Christine ReillySee Schedule O - O & T Titles (i)
(ii)		 130,904
...............................
0 		4,345
...............................
0 		17,184
...............................
0 		6,617
...............................
0 		525
...............................
0 		159,575
...............................
0 		 
...............................
 
144Mitchell S Rein MDSee Schedule O - O & T Titles (i)
(ii)		 503,363
...............................
0 		26,846
...............................
0 		82,498
...............................
0 		35,753
...............................
0 		20,836
...............................
0 		669,296
...............................
0 		 
...............................
 
145Michael L ReneySee Schedule O - O & T Titles (i)
(ii)		 0
...............................
427,352 		0
...............................
46,628 		0
...............................
60,048 		0
...............................
35,752 		0
...............................
25,483 		0
...............................
595,263 		 
...............................
 
146David J Roberts MDSee Schedule O - O & T Titles (i)
(ii)		 224,652
...............................
0 		13,851
...............................
0 		32,377
...............................
0 		5,200
...............................
0 		27,311
...............................
0 		303,391
...............................
0 		 
...............................
 
147Allan H Ropper MDSee Schedule O - O & T Titles (i)
(ii)		 399,163
...............................
0 		8,940
...............................
0 		35,972
...............................
0 		35,753
...............................
0 		19,051
...............................
0 		498,879
...............................
0 		 
...............................
 
148Jerrold F Rosenbaum MDSee Schedule O - O & T Titles (i)
(ii)		 371,651
...............................
0 		50,224
...............................
0 		37,660
...............................
0 		35,755
...............................
0 		19,227
...............................
0 		514,517
...............................
0 		 
...............................
 
149Mitchell H Rubenstein MDSee Schedule O - O & T Titles (i)
(ii)		 387,755
...............................
0 		129,333
...............................
0 		22,399
...............................
0 		35,751
...............................
0 		18,922
...............................
0 		594,160
...............................
0 		 
...............................
 
150Marc S Rubin MDSee Schedule O - O & T Titles (i)
(ii)		 206,573
...............................
0 		31,482
...............................
0 		17,938
...............................
0 		4,572
...............................
0 		28,651
...............................
0 		289,216
...............................
0 		 
...............................
 
151Roxanne C RuppelSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
228,778 		0
...............................
11,855 		0
...............................
17,298 		0
...............................
33,563 		0
...............................
27,605 		0
...............................
319,099 		 
...............................
 
152Jeanne M RyanSee Schedule O - O & T Titles (i)
(ii)		 158,468
...............................
0 		0
...............................
0 		9,418
...............................
0 		8,148
...............................
0 		4,895
...............................
0 		180,929
...............................
0 		 
...............................
 
153Martin A Samuels MDSee Schedule O - O & T Titles (i)
(ii)		 473,543
...............................
0 		53,500
...............................
0 		56,977
...............................
0 		35,750
...............................
0 		19,118
...............................
0 		638,888
...............................
0 		 
...............................
 
154Joan A SapirSee Schedule O - O & T Titles (i)
(ii)		 309,000
...............................
0 		34,017
...............................
0 		51,146
...............................
0 		40,350
...............................
0 		19,613
...............................
0 		454,126
...............................
0 		 
...............................
 
155Mark A Schechter MDSee Schedule O - O & T Titles (i)
(ii)		 282,825
...............................
0 		15,528
...............................
0 		27,826
...............................
0 		5,200
...............................
0 		31,572
...............................
0 		362,951
...............................
0 		 
...............................
 
156Isaac Schiff MDSee Schedule O - O & T Titles (i)
(ii)		 306,858
...............................
0 		65,390
...............................
0 		16,421
...............................
0 		35,759
...............................
0 		19,043
...............................
0 		443,471
...............................
0 		 
...............................
 
157Scott L Schissel MD PhDSee Schedule O - O & T Titles (i)
(ii)		 266,360
...............................
0 		17,883
...............................
0 		14,348
...............................
0 		35,753
...............................
0 		15,904
...............................
0 		350,248
...............................
0 		 
...............................
 
158Frederick J Schoen MD PhDSee Schedule O - O & T Titles (i)
(ii)		 364,324
...............................
0 		23,700
...............................
0 		28,267
...............................
0 		35,754
...............................
0 		21,228
...............................
0 		473,273
...............................
0 		 
...............................
 
159Ellen W Seely MDSee Schedule O - O & T Titles (i)
(ii)		 260,323
...............................
0 		10,715
...............................
0 		8,758
...............................
0 		35,752
...............................
0 		18,401
...............................
0 		333,949
...............................
0 		 
...............................
 
160Leslie G Selbovitz MDSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
447,675 		0
...............................
24,225 		0
...............................
74,469 		0
...............................
35,752 		0
...............................
14,567 		0
...............................
596,688 		 
...............................
 
161Steven E Seltzer MDSee Schedule O - O & T Titles (i)
(ii)		 416,429
...............................
0 		72,950
...............................
0 		55,203
...............................
0 		35,755
...............................
0 		19,343
...............................
0 		599,680
...............................
0 		 
...............................
 
162Mary E ShaughnessySee Schedule O - O & T Titles (i)
(ii)		 0
...............................
310,549 		0
...............................
16,632 		0
...............................
38,039 		0
...............................
35,753 		0
...............................
21,287 		0
...............................
422,260 		 
...............................
 
163Stanton K Shernan MDSee Schedule O - O & T Titles (i)
(ii)		 285,332
...............................
0 		214,088
...............................
0 		39,623
...............................
0 		35,754
...............................
0 		20,756
...............................
0 		595,553
...............................
0 		 
...............................
 
164David Silbersweig MDSee Schedule O - O & T Titles (i)
(ii)		 487,250
...............................
0 		47,800
...............................
0 		12,132
...............................
0 		35,753
...............................
0 		19,107
...............................
0 		602,042
...............................
0 		 
...............................
 
165Aneesh B Singhal MDSee Schedule O - O & T Titles (i)
(ii)		 293,017
...............................
0 		75,778
...............................
0 		53,060
...............................
0 		35,756
...............................
0 		18,161
...............................
0 		475,772
...............................
0 		 
...............................
 
166Peter L Slavin MD MBASee Schedule O - O & T Titles (i)
(ii)		 0
...............................
1,372,777 		0
...............................
70,300 		0
...............................
366,368 		0
...............................
322,372 		0
...............................
34,577 		0
...............................
2,166,394 		 
...............................
 
167Allen L Smith MD MSSee Schedule O - O & T Titles (i)
(ii)		 584,725
...............................
0 		60,876
...............................
0 		53,103
...............................
0 		35,753
...............................
0 		19,218
...............................
0 		753,675
...............................
0 		 
...............................
 
168Jacqueline A Somerville RNSee Schedule O - O & T Titles (i)
(ii)		 357,097
...............................
0 		39,437
...............................
0 		52,799
...............................
0 		35,756
...............................
0 		28,840
...............................
0 		513,929
...............................
0 		 
...............................
 
169Reynold G SpadoniSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
286,369 		0
...............................
11,250 		0
...............................
16,145 		0
...............................
0 		0
...............................
22,638 		0
...............................
336,402 		 
...............................
 
170John W Stakes III MDSee Schedule O - O & T Titles (i)
(ii)		 199,700
...............................
0 		78,444
...............................
0 		44,456
...............................
0 		35,754
...............................
0 		20,762
...............................
0 		379,116
...............................
0 		 
...............................
 
171Joan C Stoddard EsqSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
257,721 		0
...............................
0 		0
...............................
23,521 		0
...............................
35,754 		0
...............................
23,322 		0
...............................
340,318 		 
...............................
 
172David E StortoSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
495,403 		0
...............................
26,600 		0
...............................
63,543 		0
...............................
99,643 		0
...............................
32,638 		0
...............................
717,827 		 
...............................
 
173Thoralf M Sundt MDSee Schedule O - O & T Titles (i)
(ii)		 652,182
...............................
0 		30,000
...............................
0 		100,118
...............................
0 		35,753
...............................
0 		25,316
...............................
0 		843,369
...............................
0 		 
...............................
 
174Khalid Syed MDSee Schedule O - O & T Titles (i)
(ii)		 279,524
...............................
0 		97,733
...............................
0 		23,815
...............................
0 		1,623
...............................
0 		30,667
...............................
0 		433,362
...............................
0 		 
...............................
 
175Elizabeth S TaylorSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
210,817 		0
...............................
26,900 		0
...............................
43,742 		0
...............................
34,367 		0
...............................
12,272 		0
...............................
328,098 		 
...............................
 
176Beatrice ThibedeauSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
248,468 		0
...............................
13,230 		0
...............................
28,489 		0
...............................
35,755 		0
...............................
7,888 		0
...............................
333,830 		 
...............................
 
177Thomas S Thornhill MDSee Schedule O - O & T Titles (i)
(ii)		 618,750
...............................
0 		76,300
...............................
0 		66,121
...............................
0 		35,752
...............................
0 		21,554
...............................
0 		818,477
...............................
0 		 
...............................
 
178David F Torchiana MDSee Schedule O - O & T Titles (i)
(ii)		 1,018,250
...............................
0 		75,975
...............................
0 		159,866
...............................
0 		127,751
...............................
0 		29,355
...............................
0 		1,411,197
...............................
0 		 
...............................
 
179Charles A Vacanti MDSee Schedule O - O & T Titles (i)
(ii)		 604,250
...............................
0 		0
...............................
0 		17,644
...............................
0 		35,752
...............................
0 		21,506
...............................
0 		679,152
...............................
0 		 
...............................
 
180Michael J VanRooyen MDSee Schedule O - O & T Titles (i)
(ii)		 369,853
...............................
0 		24,480
...............................
0 		40,639
...............................
0 		35,751
...............................
0 		16,026
...............................
0 		486,749
...............................
0 		 
...............................
 
181Ron M Walls MDSee Schedule O - O & T Titles (i)
(ii)		 604,750
...............................
0 		64,400
...............................
0 		54,897
...............................
0 		458,978
...............................
0 		19,236
...............................
0 		1,202,261
...............................
0 		 
...............................
 
182Timothy J WalshSee Schedule O - O & T Titles (i)
(ii)		 380,111
...............................
0 		57,624
...............................
0 		27,888
...............................
0 		275,600
...............................
0 		32,772
...............................
0 		773,995
...............................
0 		 
...............................
 
183Jon P Warner MDSee Schedule O - O & T Titles (i)
(ii)		 1,744,271
...............................
0 		99,167
...............................
0 		102,710
...............................
0 		35,751
...............................
0 		21,479
...............................
0 		2,003,378
...............................
0 		 
...............................
 
184Andrew L Warshaw MDSee Schedule O - O & T Titles (i)
(ii)		 442,250
...............................
0 		136,450
...............................
0 		520,382
...............................
0 		35,752
...............................
0 		33,415
...............................
0 		1,168,249
...............................
0 		 
...............................
 
185Kerry R WatsonSee Schedule O - O & T Titles (i)
(ii)		 0
...............................
598,927 		0
...............................
115,000 		0
...............................
89,294 		0
...............................
20,059 		0
...............................
31,369 		0
...............................
854,649 		 
...............................
 
186Peter Weitzman MDSee Schedule O - O & T Titles (i)
(ii)		 289,230
...............................
0 		0
...............................
0 		3,855
...............................
0 		15,600
...............................
0 		2,787
...............................
0 		311,472
...............................
0 		 
...............................
 
187Robert D WelchSee Schedule O - O & T Titles (i)
(ii)		 144,447
...............................
0 		11,425
...............................
0 		23,091
...............................
0 		19,394
...............................
0 		25,043
...............................
0 		223,400
...............................
0 		 
...............................
 
188John Wright MDSee Schedule O - O & T Titles (i)
(ii)		 491,150
...............................
0 		8,000
...............................
0 		27,127
...............................
0 		35,751
...............................
0 		18,424
...............................
0 		580,452
...............................
0 		 
...............................
 
189Jeffrey R Zack MDSee Schedule O - O & T Titles (i)
(ii)		 341,519
...............................
0 		0
...............................
0 		17,987
...............................
0 		10,400
...............................
0 		26,293
...............................
0 		396,199
...............................
0 		 
...............................
 
190Ross D Zafonte DOSee Schedule O - O & T Titles (i)
(ii)		 476,171
...............................
0 		25,643
...............................
0 		76,167
...............................
0 		35,755
...............................
0 		19,507
...............................
0 		633,243
...............................
0 		 
...............................
 
191Michael J Zinner MDSee Schedule O - O & T Titles (i)
(ii)		 831,322
...............................
0 		216,529
...............................
0 		27,183
...............................
0 		35,752
...............................
0 		21,709
...............................
0 		1,132,495
...............................
0 		 
...............................
 
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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
Payment or reimbursement of expenses TRAVEL FOR COMPANIONS WAS PROVIDED TO CERTAIN OFFICERS LISTED ON FORM 990, PART VII AS THE COMPANIONS' ATTENDANCE WAS REQUIRED TO FULFILL A BONA FIDE BUSINESS PURPOSE. THESE PAYMENTS WERE PROVIDED PURSUANT TO A WRITTEN POLICY AND WERE TREATED AS NON-TAXABLE BUSINESS EXPENSES. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE PROVIDED TO CERTAIN OFFICERS AND OTHER EMPLOYEES LISTED ON FORM 990, PART VII. THESE BENEFITS WERE PROVIDED PURSUANT TO A WRITTEN POLICY. THE HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE TREATED AS TAXABLE INCOME.
Establishing CEO Compensation 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 David F. Torchiana, M.D.
Receipt of Severance Payments Rodney A. Carnifax - $107,431 Frank J. Dingler - $142.045 Craig Melin - $390,249 Frederick Millham, M.D. - $347,351 Edith Peter - $190,398 Julie Tucker - $62,769
Participation in a Supplemental Nonqualified Retirement Plan These amounts are already included in the compensation disclosed on Schedule J, Part II David F. Torchiana, M.D. - $67,528 Elizabeth G. Nabel, M.D. - $3,809,154 Peter K. Markell - 436,575 Peter L. Slavin, M.D., M.B.A. - $285,052 Michael S. Jellinek, M.D. - $113,991 Mairead Hickey, Ph.D., R.N. - $427,540 Brent L. Henry, Esq. - $55,533 Robert G. Norton - $182,322 David E. Storto - $9,630 Ron Walls, M.D. - $423,225
Trustee Compensation 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) 2014

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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 2,313,286      
2 Amount of bonds legally defeased . . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . . 3,517,762      
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0      
5 Capitalized interest from proceeds . . . . . . . . . . . 0      
6 Proceeds in refunding escrows . . . . . . . . . . . . 0      
7 Issuance costs from proceeds . . . . . . . . . . . . 20,847      
8 Credit enhancement from proceeds . . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . . . 0      
10 Capital expenditures from proceeds . . . . . . . . . . . 3,374,123      
11 Other spent proceeds . . . . . . . . . . . . . . 122,792      
12 Other unspent proceeds . . . . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . . 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X            
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X            
16 Has the final allocation of proceeds been made? . . . . . . . .   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . 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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
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            
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            
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 %      
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 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 %      
7 Does the bond issue meet the private security or payment test? . . . . .   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            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0 %      
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   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              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X              
b Exception to rebate? . . . . . . . .   X            
c No rebate due? . . . . . . . .   X            
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . . 0
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
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            
b Name of provider . . . . . . . . . 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              
7 Has the organization established written procedures to monitor the requirements of section 148? . . . 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              
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) 2014

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), section 501(c)(4), and 501(c)(29) 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   PHYSICIAN RECRUITMEN   X 150,000 45,833   No Yes   Yes  
(2) MARK JOHNSON   PHYSICIAN RECRUITMEN   X 85,000 19,214   No   No Yes  
(3) ANTONIO CHIOCCA   PHYSICIAN RECRUITMEN   X 100,000 70,000   No Yes   Yes  
Total ......Small Bullet $ 135,047
Part III
Grants or Assistance Benefiting 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) 2014
Schedule L (Form 990 or 990-EZ) 2014
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) B RATTNER RATTNER, TRUSTEE (FAMILY) 177,531 SALARY - GHC   No
(2) B ROSENBAUM ROSENBAUM,TRUSTEE(FAMILY) 24,323 SALARY - GHC   No
(3) BMILLER SPIESS, TRUSTEE (FAMILY) 93,658 SALARY - NSMC   No
(4) C BENSON DOUBILET, TRUSTEE(FAMILY) 518,519 SALARY - BWPO   No
(5) C NABEL NABEL, OFFICER/TRUSTEE 17,752 SALARY - BWH   No
(6) C OLIVIER OLIVIER,KEY EMP.(FAMILY) 108,000 SERVICES - MVH   No
(7) CARLON MEDICAL PITONIAK, TRUSTEE 269,404 LEASE - CDPA   No
(8) J GATES HARTNELL, TRUSTEE(FAMILY) 246,716 SALARY - CDPA   No
(9) J RAY RAY, TRUSTEE (FAMILY) 56,553 SALARY - MVH   No
(10) K CASPER PIL, TRUSTEE (FAMILY) 280,854 SALARY - MVH   No
(11) LHADLEY HADLEY, OFFICER (FAMILY) 15,733 SALARY - NWH   No
(12) NPP DEVELOPMENT KRAFT, TRUSTEE (FAMILY) 3,841,286 LEASE - BWH   No
(13) P HEARON HIGHAM,OFFICER (FAMILY) 63,432 SALARY - GHC   No
(14) R VANDERHOOP SWEET, TRUSTEE/OFFICER 158,497 SALARY - MVH   No
(15) S BRINGHURST BRINGHURST,FORMER KEY EMP 108,927 SALARY - GHC   No
(16) VIDOC WEITZMAN, TRUSTEE(FAMILY) 202,343 LEASE - CDPA   No
(17) NPSLLC KRAFT, TRUSTEE 385,000 SERVICES - GHC   No
(18) TEN MAIN STREETGCA REAL ESTATE ZUCKER, TRUSTEE 211,169 LEASE - CDH   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) 2014

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
2014
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 148 64,177 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 450 FMV
5 Clothing and household
goods ....... 		X 133,449 FMV
6 Cars and other vehicles .. X 1   FMV
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 760 36,691,481 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 12 9,759 FMV
19 Food inventory ...        
20 Drugs and medical supplies . X 4 220,580 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ADVERTISING ) X 8 80,900 FMV
26 Other Right pointing arrow large image ( FOOD ) X 155 70,763 FMV
27 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 409 218,134 FMV
28 Other Right pointing arrow large image ( HOTEL PACKAGES ) X 98 118,555 FMV
Other Right pointing arrow large image ( MISCELLANEOUS ) X 216 220,395 FMV
Other Right pointing arrow large image ( PORTRAITS ) X 14 56,148 FMV
Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 26 30,752 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 49 35,461 FMV
Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 12 80,684 FMV
Other Right pointing arrow large image ( JEWLERY ) X 29 49,889 FMV
Other Right pointing arrow large image ( COMPUTER EQUIPMENT ) X 4 1,158 FMV
Other Right pointing arrow large image ( Studio Party/Party ) X 4 825 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
 
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) (2014)
Schedule M (Form 990) (2014)
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) (2014)
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
2014
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 09-30-2015 1,650,000 Book Value 04-2312909 THE BRIGHAM AND WOMEN'S HOSPITAL IN
399 REVOLUTION DRIVE SUITE 645
SOMERVILLE,MA02145 		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) (2014)

Schedule N (Form 990 or 990-EZ) (2014)
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
If "Yes" to line 6a, 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" to line 6b, 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) (2014)

Schedule N (Form 990 or 990-EZ) (2014)
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 THE FRIENDS OF THE BRIGHAM AND WOMEN'S HOSPITAL, INC., TAX ID # 04-2239449, MERGED WITH THE BRIGHAM AND WOMEN'S HOSPITAL, INC., TAX ID # 04-2312909, AS OF 09/30/2015. THE FRIENDS OF THE BRIGHAM AND WOMEN'S HOSPITAL, INC. HAS BEEN PART OF THE GROUP RETURN IN PRIOR YEARS AS HAS THE BRIGHAM AND WOMEN'S HOSPITAL, INC. WHICH CONTINUES TO BE PART OF THE GROUP RETURN.
Schedule N (Form 990 or 990-EZ) (2014)


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 990-EZ 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
2014
Open to Public
Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Return Reference Explanation
Entities included in the group return 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 BWH Research, Inc. (BWHR) - EIN 04-3011445 CD Practice Associates, Inc. - EIN 04-3194547 Cooley Dickinson Health Care Corporation - EIN 04-2103561 Cooley Dickinson Hospital, Inc. - EIN 22-2617175 FRC, Inc. (FRC), also referred to as Spaulding Nursing and Therapy Center - West Roxbury & Spaulding Nursing and Therapy Center - North End - EIN 22-2632121 Martha's Vineyard Hospital, Inc. (MVH) - EIN 04-2104691 Massachusetts General Physicians Organization, Inc. (MGPO) - EIN 04-2807148 McLean HealthCare, Inc. (MHC) - EIN 20-4572876 Nantucket Cottage Hospital Foundation, Inc. (NCHF) - EIN 04-3829745 Nantucket Cottage Hospital (NCH) - EIN 04-2103823 Nantucket Physician Organization, Inc. (NPO) - EIN 26-4349357 Newton-Wellesley Ambulatory Services, Inc. (NWAS) - EIN 22-2560501 Newton-Wellesley Children's Corner, Inc. (NWCC) - EIN 04-2650246 Newton-Wellesley Health Care System, Inc. (NWHC)- EIN 20-4295282 Newton-Wellesley Hospital (NWH) - EIN 04-2103611 Newton-Wellesley Hospital Charitable Foundation, Inc. (NWCF) - EIN 04-3455952 North Shore Medical Center, Inc. (NSMC) - EIN 04-3399616 North Shore Physicians Group, Inc. (NSPG) - EIN 04-3080484 NSMC HealthCare, Inc. (NSHC) - EIN 04-3294420 Partners Continuing Care, Inc. (PCC) - EIN 26-0003495 Partners Medical International, Inc. (PMI) - EIN 04-3197711 f/k/a Partners Harvard Medical International, Inc. Partners Home Care, Inc. (PHC), also referred to as Partners HealthCare at Home - Home Care - EIN 04-2918280 Partners Hospice, Inc. (HOS), also referred to as Partners HealthCare at Home - Hospice Care - EIN 04-2730504 Rehabilitation Hospital of the Cape and Islands Corporation (RHCI), also referred to as Spaulding Rehabilitation Hospital - Cape Cod - EIN 04-3071419 Shaughnessy-Kaplan Rehabilitation Hospital, Inc. (SKRH), also referred to as Spaulding Hospital for Continuing Medical Care - North Shore - EIN 04-3067082 Spaulding Hospital - Cambridge, Inc. (SHC), also referred to as Spaulding Hospital for Continuing Medical Care - Cambridge - EIN 27-0273715 The Brigham and Women's Hospital, Inc. (BWH) - EIN 04-2312909 The Friends of the Brigham and Women's Hospital (FRIENDS) - EIN 04-2239449 The General Hospital Corporation (The General or GHC) - EIN 04-2697983 The Massachusetts General Hospital (MGH) - EIN 04-1564655 The McLean Hospital Corporation (MCL)- EIN 04-2697981 The MGH Health Services Corporation (HSC) - EIN 22-2717383 The Spaulding Rehabilitation Hospital Corporation (SRH), also referred to as Spaulding Rehabilitation Hospital - Boston - EIN 04-2551124 VNA & Hospice of Cooley Dickinson, Inc. - EIN 04-2104788 WNR, Inc. (WNR) - EIN 04-3419920
FORM 990, PART VI, SECTION A - GOVERNING BODY AND MANAGEMENT DIFFERENCE IN VOTING RIGHTS & EXECUTIVE COMMITTEE The following entities have a difference in voting rights: - Brigham and Women's Physicians Organization, Inc. - Nantucket Cottage Hospital The following entities also have an executive committee: - Brigham & Women's Health Care, Inc. - The Brigham and Women's Hospital, Inc. - Brigham and Women's Physicians Organization, Inc. - Brigham & Women's Faulkner Hospital, Inc. - The Spaulding Rehabilitation Hospital Corporation - Partners Home Care, Inc. - FRC, Inc. - Partners Hospice, Inc. - Spaulding Hospital - Cambridge, Inc. - Partners Continuing Care, Inc. - Rehabilitation Hospital of the Cape and Islands Corporation - Shaughnessy-Kaplan Rehabilitation Hospital, Inc. - Nantucket Cottage Hospital - Martha's Vineyard Hospital, Inc. In general, the executive committees have all of the responsibilities and authority of the Trustees between meetings of the Trustees except for the powers specified in Section 55 of Massachusetts General Laws, Chapter 156B.
Business and Family Relationships SCOTT SPERLING & MARK CASPER - BUSINESS RELATIONSHIP KHAMA ENNIS - HOLCOMBE & RAYMOND CONWAY - BUSINESS RELATIONSHIP PETER MARKELL & DAVID F. TORCHIANA - BUSINESS RELATIONSHIP PETER MARKELL & WILLIAM M. COWAN - BUSINESS RELATIONSHIP PETER MARKELL & RICHARD E. HOLBROOK - BUSINESS RELATIONSHIP JOHN DEUTCH & ARTHUR L. GOLDSTEIN - BUSINESS RELATIONSHIP JOHN DEUTCH & RONALD L. SKATES - BUSINESS RELATIONSHIP THOMAS GRAPE & CHARLES WU - BUSINESS RELATIONSHIP RICHARD HOLBROOK & TERRENCE MCGINNIS - BUSINESS RELATIONSHIP RICHARD HOLBROOK & RICHARD C. BANE - BUSINESS RELATIONSHIP RICHARD HOLBROOK & J. BRIAN MCCARTHY - BUSINESS RELATIONSHIP RICHARD HOLBROOK & CHARLES F. DESMOND - BUSINESS RELATIONSHIP JEFFREY SHRIBMAN & ANTHORNY A. KLEIN - BUSINESS RELATIONSHIP JEFFREY SHRIBMAN & KEVIN BOTTOMLEY - BUSINESS RELATIONSHIP ANTHONY KLEIN & JEFFREY SHRIBMAN - BUSINESS RELATIONSHIP ANTHONY KLEIN & KEVIN BOTTOMLEY - BUSINESS RELATIONSHIP STANLEY J. LUKOWSKI & WENDELL J. KNOX - BUSINESS RELATIONSHIP BRUCE DANZINGER & ROBERT A. DANZIGER - FAMILY RELATIONSHIP
Members 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): Brigham Medical Research & Education Foundation, Brigham Pathology Research & Education Foundation, Brigham & Women's Obstetrics and Gynecology Research & Education Foundation, Inc.
Member Authority The sole member of each organization has authorities as specifically enumerated in each organization's corporate by-laws. These authorities vary widely between each organization. A few examples of the type of authorities granted by many, but not necessarily all, corporate by-laws include: - Appoint a firm of public accountants annually to conduct an independent audit of the Corporation's financial affairs during the fiscal year last ended; - Review and approve all proposed capital and operating budgets of the Corporation and all proposed transactions by the Corporation which involve an expenditure in excess of $2,000,000, when such expenditure has not been included in a budget previously approved by the Member; - Review and approve each transaction proposed by the Corporation which would involve the Corporation incurring debt through lender financing; - The Member may adopt, amend or repeal any bylaw, including any bylaws adopted by the Trustees. - The Member may elect the Officers and Trustees of the Corporation. - The Member or the Trustees, each by majority vote of their number then in office, may suspend or remove for cause any Trustee. - The Member shall enact, and from time to time may amend a Code of Conduct and a Policy on Conflicts of Interest. Pursuant to the laws of Massachusetts, the authority for the following actions is reserved to the member of the organization: a. Amend or restate the Articles of Organization b. Consolidation or merger c. Sale, lease, exchange or disposition of all or substantially all of the organizations property or assets.
Form 990 Review 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; by the PHS General Counsel. The Executive Vice President of Administration and Finance, CFO and Treasurer reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the April 26, 2016 meeting. The process for preparing and reviewing Form 990 was discussed at the May 09, 2016 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 - POLICES: CONFLICT OF INTEREST POLICY For purposes of its annual tax filing, Partners HealthCare has an annual questionnaire process for obtaining information on interests that may give rise to conflicts from all officers, directors, trustees and key employees. In addition, in connection with Partners' Conflict of Interest Policy, the Partners Office for Interactions with Industry and Office of General Counsel work together to periodically distribute, collect and review disclosure statements from these individuals. The information on each such disclosure is reviewed by each individual's supervisor (who in the case of directors and trustees is deemed to consist of the Chairman of the Board and the entity's President/CEO, who review the disclosures with the assistance of the General Counsel or attorney representatives of his office). In addition, under the Partners Conflict of Interest Policy, any time an officer, director, trustee, or key employee is aware of a transaction in which his/her interest may create a conflict, he/she is required to provide full disclosure of the interest, and may not be involved in the institutional decision-making about the transaction. In addition, with respect to such transactions, in appropriate circumstances, (i) the Corporation must consider at least two alternative disinterested competitive proposals; or must determine that two such competitive proposals do not exist or that it would be impractical to elicit or consider such competitive proposals; and (ii) the Corporation must determine that, notwithstanding the apparent conflict, the transaction is fair and reasonable to the Corporation and is in the best interests of the Corporation. A written record must be made of these determinations. Furthermore, transactions that present particularly significant conflicts are reviewed by an independent committee of the Partners Board for appropriate action, which review is also documented.
Process for Determining Compensation 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. Amy Casey Connolly Gerard F. Hadley Frederick J. Schoen, M.D., Ph.D. Elizabeth S. Taylor 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, SECTION C - DISCLOSURE AVAILABILITY OF FINANCIAL STATEMENTS & GOVERNING DOCUMENTS 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 : OFFICER & TRUSTEE TITLES DALE ADLER, M.D.: TRUSTEE - BWPO CARY W. AKINS, M.D.: TRUSTEE - NCHF RICHARD ALEXANDER, M.D.: TRUSTEE - NSPG (10/01/2014 - 05/31/2015) TIBBY ALLEN: TRUSTEE - NCHF; CLERK - NCHF STEPHEN C. ANDERSON: TRUSTEE - NCH (10/01/2014 - 07/31/2015); 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 CAROLYN A. BECKEDORFF: TRUSTEE - NWH, NWHC JUDITH G. BELASH: TRUSTEE - NCH; CLERK - NCH SANFORD A. BELDEN - TRUSTEE - CDH,CDHCC,VHCD JANIS P. BELLACK, PH.D., R.N., FAAN: TRUSTEE - PMI 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 (10/01/2014 - 09/30/2015) KEVIN BOTTOMLEY: TRUSTEE - NSMC, NSMC HC DEBRA K. BREDE: TRUSTEE - NWH, NWHC ELAINE L. BRIDGE: PRESIDENT - NWCC 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: TRUSTEE - NSPG JOHN C. CANNISTRARO, JR.: TRUSTEE - NWCF BERNARD S. CARREY: TRUSTEE - NCH MARC N. CASPER: TRUSTEE - BWH,BWHC,BWFH ALAIN A. CHAOUI, M.D.: TRUSTEE - NSMC,NSMC HC ENNIO A. CHIOCCA, M.D., PH.D.: TRUSTEE - BWPO WILLIAM REED CHISHOLM, II: TRUSTEE - NCH EUGENE HOWARD CLAPP: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC EILEEN CODYER: TRUSTEE - FRIENDS (10/01/2014 - 09/30/2015) CHRISTOPHER M. COLEY, M.D.: TRUSTEE - MGPO EARL M. COLLIER, JR.:CHAIRMAN - NWH,NWHC,NWCF,NWAS WILLIAM M. COWAN: TRUSTEE - GHC; TRUSTEE - MGH SUSAN C. CRAMPTON: TRUSTEE - MVH,WNR THOMAS P. CUNNINGHAM, III: TRUSTEE - NWH,NWHC RICHARD L. CURTIS, M.D.: TRUSTEE - NWCF ROBERT A. DANZIGER: TRUSTEE - NWCF ERNESTO DASILVA, M.D.: TRUSTEE - NSPG 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 (10/01/2014 - 09/30/2015) 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 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 NANCY S. FOSTER: TRUSTEE - NWCF BRUCE H. FREEDMAN: TRUSTEE - NWH,NWHC,NWCF LAWRENCE S. FRIEDMAN, M.D.: TRUSTEE - NWH,NWHC JOSEPH P. FROLKIS, M.D., PH.D.: TRUSTEE - BWPO KATHY GEORGE: TRUSTEE - FRIENDS CHARLES K. GIFFORD: TRUSTEE - MGH,GHC,PHC,NCH LINA GILLIES: TRUSTEE - NPO JEFFREY A. GOLDEN, M.D.: PRESIDENT - PATH; TRUSTEE - PATH,BWPO,BWHC,BWH; TRUSTEE - BWFH (02/25/2015 - 09/30/2015) ARTHUR L. GOLDSTEIN: TRUSTEE - MGPO BENJAMIN A. GOMEZ: TRUSTEE - NWH,NWHC WILLIAM P. GORTH: TRUSTEE - CDH,CDHCC,VHCD (10/01/2014 - 09/30/2015) MICHELE L. GOUGEON, M.SC.: SECRETARY - MCL,MCHC; COO MCHC 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 (10/01/2014 - 09/30/2015) MAUREEN O. HACKETT: PRESIDENT & CHAIRWOMAN - NCHF; TRUSTEE - NCH (10/01/2014 - 07/31/2015) GERARD F. HADLEY: TREASURER - NWCC, TRUSTEE - NWCC ROBERT HANDIN, M.D.: TRUSTEE - MED GEORGE HARTNELL, M.D.: TRUSTEE - CDPA ANNEMARIE HEATH: TRUSTEE - CDPA PETER HELMS: TRUSTEE - FRIENDS (10/01/2014 - 09/30/2015) BRENT L. HENRY, ESQ.: TRUSTEE - MVH,WNR; TRUSTEE - PMI (10/01/2014 - 07/01/2015) MAIREAD HICKEY, PH.D., R.N.: COO - BWH; TRUSTEE - PATH KEVIN F. HICKEY: TRUSTEE - NCHF (07/15/2015 - 09/30/2015); CHAIRMAN - 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 ANDRE' C. JASSE: TRUSTEE - PCC,SRH,RHCI,SKRH,FRC,SHC,PHC KAREN JEKNAVORIAN: TRUSTEE - FRIENDS (10/01/2014 - 09/30/2015) STEPHEN R. JENNEY: TRUSTEE - OBGYN MARK D. JOHNSON, M.D., PH.D.: TRUSTEE - BWPO (11/19/2014 - 09/30/2015) LISE C. JOHNSON, M.D.: TRUSTEE - BWPO PATRICK F. JORDAN, III: TRUSTEE & PRESIDENT - NWAS; PRESIDENT - NWCF,NWH,NWHC(10/01/14-10/01/14); 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 (10/01/2014 - 09/30/2015); TRUSTEE - FRIENDS (10/01/2014 - 09/30/2015) CHRISTOPHER J. KELLY: TRUSTEE - NWH,NWHC,NWCF EDWARD T. KENYON: TRUSTEE - MVH,WNR (10/01/2014 - 06/19/2015) 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 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 (10/01/2014 - 09/30/2015) FREDERICK MANDELL, M.D.: TRUSTEE NCH (10/01/2014 - 07/31/2015) 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 - CDH,CDHCC,VHCD,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 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 LAURA B. MORSE: TRUSTEE - MGPO ELIZABETH A. MORT CALCAGNI, M.D., M.P.H.: TRUSTEE - CDH,CDHCC,VHCD CYNTHIA MORTON, PH.D.: TRUSTEE - OBGYN JOHN MOTTERN: TRUSTEE - FRIENDS (10/01/2014 - 09/30/2015) 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,BWHC,BWH,BWHR; TRUSTEE - BWFH (10/01/2014 - 01/22/2015); PRESIDENT - BRF,BWFH,BWHC,BWH,BWHR ALBERT NAMIAS, M.D.: TRUSTEE - NSPG PHILIP A. NARDONE, JR.: TRUSTEE - NCH ANDREA NG, M.D.: TRUSTEE - BWPO (10/01/2014 - 02/25/2015) ROBERT G. NORTON: TRUSTEE - NSMC, NSMC HC; PRESIDENT - NSMC,NSMC HC JOHN N. NUNNELLY: PRESIDENT - CDPA; TREASURER - CDH, VHCD, CDHCC; TRUSTEE - CDH,CDHCC,VHCD,CDPA MICHAEL F. O'CONNELL, ESQ.: TRUSTEE - BWPO ROBERT L. PAGLIA: TRUSTEE - NWCF (10/01/2014 - 10/01/2015) MARIE LOUISE PALANDJIAN: TRUSTEE - NWCF KRISHNA PALEPU: TRUSTEE - PMI ERNEST C. PARIZEAU: TRUSTEE - NWH,NWHC (10/01/2014 - 06/03/2015) TIMOTHY PARSONS, M.D.: TRUSTEE - CDPA GREGORY J. PAULY: PRESIDENT - MGPO (03/02/2015 - 08/31/2015); TRUSTEE - NCH, MGH, GHC, MGPO (08/31/2015 - 03/02/2015) BRUCE A. PERCELAY: TRUSTEE - NCH (10/01/2014 - 07/31/2015) DONALD M. PERRIN: TRUSTEE - NWCF H. BRADLEE PERRY: TRUSTEE - NWCF DENNIS W. PERRY: TRUSTEE - NCHF PATRICIA P. PETRAGLIA: TRUSTEE - BWPO COLETTE A. M. PHILLIPS: TRUSTEE - MGH,GHC (10/01/2014 - 07/17/2015) ROBERT W. PIERCE, JR.: TRUSTEE - MCL, MCHC PIETER PIL, M.D.: TRUSTEE - MVH, WNR MATTHEW M. PITONIAK: PRESIDENT - CDPA; CHAIRMAN - CDH,CDHCC,VHCD (10/01/2014 - 09/30/2015), CDPA JENNIFER L. PORTER: TRUSTEE - MCL,MCHC ANN
FORM 990, PART XI, LINE 9: Other Changes in Net Assets or Fund Balances Other changes in net assets or fund balances relate to: - Change in funded status of defined benefit plans $-632,918,576 - Equity Investment Activity $-452,595,067 - Other Changes in Net Assets $2,621,788 - Assets Released from Restriction/Capital $-41,341 Total $-1,082,933,196
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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 15,526,057 18,602,417 PHS
 
(3) PD PRODUCTIONS LLC
101 MERRIMAC STREET 3RD FLOOR
BOSTON,MA02114
56-2383458 		MED EDUCATION MA 0 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






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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 -201,544 1,356,063   No -33     93.888 %
(2) WELLINGTON TRUST COMPANY NA

280 CONGRESS STREET
BOSTON,MA02210
04-6657593 		INVESTMENTS MA PPIA
  		EXCLUDED 3,623,245 73,247,508   No 0     83.141 %
(3) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE 4TH FLOOR
BOSTON,MA02199
26-2899986 		INVESTMENTS MA NA
  		EXCLUDED 7,290,399 29,351,160     0      
(4) PARTNERS HEALTHCARE SYSTEM POOLED

101 MERRIMACK STREET
BOSTON,MA02110
04-3268842 		INVESTMENTS MA PHS
  		EXCLUDED 200,446,331 7,687,426,540   No 3,962,938   No 99.840 %






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          
(2) Newton-Wellesley Physician Hospital Org

2014 Washington Street
Newton,MA02462
04-3209749 		Healthcare MA NWHC
  		C 4,294,366 8,467,931 100.000 % Yes  










Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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 19,324,361 FMV
(3) Brigham and Women's Hospital Inc

 1c 6,033,339 FMV
(4) Brigham and Women's Obstetrics and Gyn

 1b 485,000 FMV
(5) Brigham Pathology Research and Education Foun

 1b 225,000 FMV
(6) The McLean Hospital Corporation

 1c 6,073,179 FMV
(7) Martha's Vineyard Hospital Inc

 1a(i) 38,684 FMV
(8) Nantucket Cottage Hospital

 1a(i) 120,070 FMV
(9) Rehabilitation Hospital of the Cape and Isl

 1a(i) 16,470 FMV
(10) The General Hospital Corporation

 1a(iv 5,715,109 FMV
(11) Massachusetts General Physicians Org

 1a(iv 2,149,463 FMV
(12) The General Hospital Corporation

 1b 10,449,284 FMV
(13) Massachusetts General Physicians Org

 1c 4,005,932 FMV
(14) The General Hospital Corporation

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

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

 1b 26,304,710 FMV
(17) Partners Home Care Inc

 1b 10,251,788 FMV
(18) Spaulding Hospital - Cambridge Inc

 1b 1,985,944 FMV
(19) Shaughnessy-Kaplan Rehabilitation Hospital

 1b 13,024,296 FMV
(20) Rehabilitation Hospital of the Cape and Isl

 1b 539,553 FMV
(21) THE SPAULDING REHABILITATION HOSPITAL CORP

 1b 11,215,546 FMV
(22) FRC INC

 1b 301,918 FMV
(23) The Spaulding Rehabilitation Hospital Corp

 1l 4,548,000 FMV
(24) Partners Home Care Inc

 1l 6,543,000 FMV
(25) FRC Inc

 1l 2,595,000 FMV
(26) Spaulding Hospital - Cambridge Inc

 1l 3,809,004 FMV
(27) Rehabilitation Hospital of the Cape and Isl

 1l 2,097,000 FMV
(28) Shaughnessy-Kaplan Rehabilitation Hospital

 1l 2,264,004 FMV
(29) WNR Inc

 1b 70,000 FMV
(30) COOLEY DICKINSON HOSPITAL

 1c 816,815 FMV
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


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