TY 2024 Form 990

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

GENERAL HOSPITAL CORPORATION
LONG-TERM DISABILITY TRUST

Employer identification number

22-2784305

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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" on 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 .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)EMPLOYER CONTRIBUTION RECEIVABLES				13,590,838
(2)EMPLOYEE WITHHOLDING RECEIVABLES				1,619,766
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				15,210,604

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

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









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLAN DOES NOT HAVE A FIN 48 (ASC 740) FOOTNOTE DISCLOSURE IN THE AUDITED FINANCIAL STATEMENTS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

GENERAL HOSPITAL CORPORATION
LONG-TERM DISABILITY TRUST

Employer identification number

22-2784305

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 8A	N/A
FORM 990, PART VI, SECTION A, LINE 8B	N/A
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED AND REVIEWED BY THE MASS GENERAL BRIGHAM INCORPORATED TAX DEPARTMENT. THE FINAL VERSION OF THE FORM 990 WAS PROVIDED TO THE TRUSTEE.
FORM 990, PART VI, SECTION C, LINE 19	UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990 - BENEFITS PAID TO OR FOR MEMBERS, PART IX, LINE 4	LONG-TERM DISABLITY BENEFITS PAID DIRECTLY TO PARTICIPANTS: $12,974,517 INSURANCE PREMIUMS PAID: $0 TOTAL: $12,974,517
FORM 990 - INVESTMENTS - PUBLICLY TRADED SECURITIES, PART X, LINE 11	SSGA EQUITY: $27,681,096 SSGA BOND: $14,388,501 SSGA MONEY MARKET FUNDS: $ 2,386,583 TOTAL INVESTMENT: $44,456,180
FORM 990, PART XII, LINE 2C:	N/A

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

GENERAL HOSPITAL CORPORATION
LONG-TERM DISABILITY TRUST

Employer identification number

22-2784305

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

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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)THE MASSACHUSETTS GENERAL HOSPITAL (MGH) 55 FRUIT STREET BOSTON,MA02114 04-1564655	HEALTHCARE	MA	501(C)(3)	7	MGB	Yes
(2)THE GENERAL HOSPITAL COPORATION (GHC) 55 FRUIT STREET BOSTON,MA02114 04-2697983	HOSPITAL	MA	501(C)(3)	3	MGH	Yes
(3)MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC (MGPO) 55 FRUIT STREET BOSTON,MA02114 04-2807148	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGH	Yes
(4)THE MGH INSTITUTE OF HEALTH PROFESSIONS INC (IHP) 36 FIRST AVENUE CHARLESTOWN,MA02129 04-2868893	MED EDUCATION	MA	501(C)(3)	2	MGH	Yes
(5)THE MCLEAN HOSPITAL CORPORATION (MCL) 115 MILL STREET BELMONT,MA02478 04-2697981	HOSPITAL	MA	501(C)(3)	3	MGB	Yes
(6)MARTHA'S VINEYARD HOSPITAL INC (MVH) LINTON LANE PO BOX 1477 OAK BLUFFS,MA02557 04-2104691	HEALTHCARE	MA	501(C)(3)	3	MGH	Yes
(7)WNR INC (WNR) 1 LINTON LANE OAK BLUFFS,MA02557 04-3419920	NURSING SVCS.	MA	501(C)(3)	10	MVH	Yes
(8)NANTUCKET COTTAGE HOSPITAL (NCH) 57 PROSPECT STREET NANTUCKET,MA02554 04-2103823	HOSPITAL	MA	501(C)(3)	3	MGH	Yes
(9)BRIGHAM INC (BH) 75 FRANCIS STREET BOSTON,MA02115 04-2921338	ADMIN SUPPORT	MA	501(C)(3)	7	MGB	Yes
(10)THE BRIGHAM AND WOMEN'S HOSPITAL INC (BWH) 75 FRANCIS STREET BOSTON,MA02115 04-2312909	HOSPITAL	MA	501(C)(3)	3	BH	Yes
(11)BIOSCIENCES RESEARCH FOUNDATION INC (BRF) 75 FRANCIS STREET BOSTON,MA02115 22-2483849	PROMOTE RES.	MA	501(C)(3)	12A	BH	Yes
(12)BWH RESEARCH INC (BWHR) 75 FRANCIS STREET BOSTON,MA02115 04-3011445	MED RESEARCH	MA	501(C)(3)	12A	BH	Yes
(13)BRIGHAM COMMUNITY PRACTICES INC (BCP) 75 FRANCIS STREET BOSTON,MA02115 22-2588069	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(14)BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC (BWPO) 75 FRANCIS STREET BOSTON,MA02115 04-3466314	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(15)BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC (BWFH) 1153 CENTRE STREET BOSTON,MA02130 04-2768256	HOSPITAL	MA	501(C)(3)	3	BH	Yes
(16)SPAULDING REHABILITATION INC (SR) PRUDENTIAL TOWER 800 BOYLSTON STREE BOSTON,MA02199 26-0003495	ADMIN SUPPORT	MA	501(C)(3)	12A	MGB	Yes
(17)THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH) 300 FIRST AVENUE CHARLESTOWN,MA02129 04-2551124	HOSPITAL	MA	501(C)(3)	3	SR	Yes
(18)REHABILITATION HOSPITAL OF THE CAPE & ISLANDS CORPORATION (RHCI) 311 SERVICE ROAD EAST SANDWICH,MA02537 04-3071419	HOSPITAL	MA	501(C)(3)	3	SR	Yes
(19)SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL INC (SKRH) DOVE AVENUE SALEM,MA01970 04-3067082	HEALTHCARE	MA	501(C)(3)	3	SR	Yes
(20)MASS GENERAL BRIGHAM HOME CARE INC (MGBHC) 95 WELLS AVENUE NEWTON,MA02459 04-2918280	HOME HEALTH	MA	501(C)(3)	10	MGB	Yes
(21)SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC (SNTCB) 101 MERRIMAC STREET BOSTON,MA02114 22-2632121	HEALTHCARE	MA	501(C)(3)	3	SR	Yes
(22)NORTH SHORE MEDICAL CENTER INC (NSMC) 81 HIGHLAND AVENUE SALEM,MA01970 04-3399616	HOSPITAL	MA	501(C)(3)	3	MGBCD	Yes
(23)MASS GENERAL BRIGHAM MEDICAL GROUP NORTHERN MASSACHUSETTS INC (MGBMGNM) F 81 HIGHLAND AVENUE SALEM,MA01970 04-3080484	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	12A	MGBMG	Yes
(24)NEWTON-WELLESLEY HOSPITAL (NWH) 2014 WASHINGTON STREET NEWTON,MA02462 04-2103611	HOSPITAL	MA	501(C)(3)	3	MGBCD	Yes
(25)MASS GENERAL BRIGHAM MEDICAL GROUP SUBURBAN MASSACHUSETTS INC (MGBMGSM) F 2014 WASHINGTON STREET NEWTON,MA02462 22-2560501	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGBMG	Yes
(26)PARTNERS MEDICAL INTERNATIONAL INC (PMI) 100 CAMBRIDGE STREET BOSTON,MA02114 04-3197711	MED. TRAINING	MA	501(C)(3)	12A	MGB	Yes
(27)SPAULDING HOSPITAL-CAMBRIDGE INC (SHC) 1575 CAMBRIDGE STREET CAMBRIDGE,MA02138 27-0273715	HOSPITAL	MA	501(C)(3)	3	SR	Yes
(28)NANTUCKET PHYSICIAN ORGANIZATION INC(NPO) 57 PROSPECT STREET NANTUCKET,MA02554 26-4349357	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGH	Yes
(29)MASS GENERAL BRIGHAM HEALTH PLAN INC (MGBHP) 253 SUMMER STREET BOSTON,MA02210 04-2932021	INSURANCE	MA	501(C)(4)	NONE	MGB	Yes
(30)COOLEY DICKINSON HOSPITAL INC (CDH) 30 LOCUST STREET NORTHAMPTON,MA01060 22-2617175	HOSPITAL	MA	501(C)(3)	3	MGH	Yes
(31)VNA & HOSPICE OF COOLEY DICKINSON INC (VHCD) 168 INDUSTRIAL DRIVE NORTHAMPTON,MA01060 04-2104788	HOME HEALTH	MA	501(C)(3)	10	CDH	Yes
(32)MASS GENERAL BRIGHAM MEDICAL GROUP WESTERN MASSACHUSETTS INC (MGBMGWM) FK POBOX 911 NORTHAMPTON,MA01060 04-3194547	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGBMG	Yes
(33)WENTWORTH-DOUGLASS HOSPITAL (WDH) 789 CENTRAL AVE DOVER,NH03820 02-0260334	HOSPITAL	NH	501(C)(3)	3	MGH	Yes
(34)WENTWORTH-DOUGLASS PHYSICIAN CORPORATION (WDPC) 789 CENTRAL AVE DOVER,NH03820 02-0497927	PROVIDES PHYSICIAN SERVICES	NH	501(C)(3)	3	WDH	Yes
(35)WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (WDHF) 789 CENTRAL AVE DOVER,NH03820 51-0491062	SUPPORT	NH	501(C)(3)	12B	WDH	Yes
(36)FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIMARY INC (FMMEI) 243 CHARLES STREET BOSTON,MA02114 04-2785453	SUPPORT	MA	501(C)(3)	7	MGB	Yes
(37)MASSACHUSETTS EYE & EAR INFIRMARY (MEEI) 243 CHARLES STREET BOSTON,MA02114 04-2103591	HOSPITAL	MA	501(C)(3)	3	FMEEI	Yes
(38)MASSACHUSETTS EYE & EAR ASSOCIATES INC (MEEA) 243 CHARLES STREET BOSTON,MA02114 22-2658209	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	FMEEI	Yes
(39)MGB POOLED HOLDINGS LLC (MGBPH) 800 BOYLSTON STREET BOSTON,MA02199 82-1715859	SUPPORT ORGANIZATION - HOLDS INTERESTS IN MGBPI	MA	501(C)(3)	12A	MGB	Yes
(40)MASS GENERAL BRIGHAM SPECIALTY PHARMACY INC (MGBSP) 800 BOYLSTON STREET BOSTON,MA02199 82-1707493	SPECIALTY PHARMACY	MA	501(C)(3)	12A	MGB	Yes
(41)MASS GENERAL BRIGHAM URGENT CARE LLC (MGBUC) 920 WINTER STREET WALTHAM,MA02451 47-1683619	URGENT CARE CENTERS	MA	501(C)(3)	10	MGB	Yes
(42)HARBOR MEDICAL ASSOCIATES INC (HMA) 541 MAIN STREET SUITE 400 SO WEYMOUTH,MA02190 04-2702579	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(43)SOUTH SHORE ENDOSCOPY CENTER INC (SSEC) 541 MAIN STREET SUITE 400 SO WEYMOUTH,MA02190 04-3306443	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(44)MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC (MGBCP) 800 BOYLSTON STREET BOSTON,MA02199 04-3236175	ORGANIZE AND OPERATE PHYSICIAN NETWORK	MA	501(C)(3)	10	MGB	Yes
(45)SCHEPENS EYE RESEARCH INSTITUTE INC (SERI) 20 STANIFORD STREET BOSTON,MA02114 04-2129889	RESEARCH	MA	501(C)(3)	7	FMEEI	Yes
(46)MASS GENERAL BRIGHAM MEDICAL GROUP INC (MGBMG) 800 BOYLSTON STREET BOSTON,MA02199 84-1908707	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGB	Yes
(47)FRIENDS OF MASS GENERAL CANADA INC 160 ELGIN STREET SUITE 2600 OTTAWA,ONTARIO CA	ADVANCE EDUCATION THROUGH RESEARCH AT MGH	CA		12A	MGH	Yes
(48)MASS GENERAL BRIGHAM HEALTH PLAN HOLDING COMPANY INC (MGBHPHC) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 83-1039882	HOLDING COMPANY	MA	501(C)(3)	12B	MGB	Yes
(49)MASS GENERAL BRIGHAM AMSURG INC (MGBAS) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 85-4372153	HOLDS THE CLINIC LICENSE FOR MGBMG	MA	501(C)(3)	12B	MGB	Yes
(50)MASS GENERAL BRIGHAM COMMUNITY DIVISION INC (MGBCD) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 88-2110204	SUPPORT ORGANIZATION	MA	501(C)(3)	12B	MGB	Yes
(51)MASS GENERAL BRIGHAM POPULATION HEALTH SERVICES INC (MGBPHS) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 99-0812725	PROVIDES HEALTHCARE SERVICES	MA	501(C)(3)	10	MGB	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) MGB POOLED INVESTMENTS LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 04-3268842	INVESTMENTS	MA	MGB	EXCLUDED	902,317,613	16,284,523,878		No		Yes		100.000 %
(2) PARTNERS INNOVATION FUND LLC 101 HUNTINGTON AVENUE BOSTON,MA02199 26-2899986	INVESTMENTS	MA	MGB	EXCLUDED	22,005,641	90,384,781		No		Yes		100.000 %
(3) RADIATION THERAPY OF SOUTHEASTERN MA LLC 375 LONGWOOD AVENUE BOSTON,MA02115 01-0873580	RADIATION THERAPY SERVICES	MA	BH	EXCLUDED	3,904,064	3,269,259		No		Yes		51.000 %
(4) MASS GENERAL BRIGHAM ACO LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 81-2762122	ACCOUNTABLE CARE ORGANIZATION	MA	MGB	EXCLUDED	1,998,173	1,135,176		No		Yes		100.000 %
(5) WENTWORTH SURGERY CENTER LLC 6 WORKS WAY SOMERSWORTH,NH03878 90-0975583	SURGICAL CENTER	NH	WDH	EXCLUDED	8,803,349	3,799,779		No		Yes		98.000 %
(6) MASS GENERAL BRIGHAM GLOBAL ADVISORY LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 86-2788781	HEALTH CARE EDUCATION AND CONSULTING	MA	MGB	EXCLUDED	8,701,224	9,544,394		No		Yes		100.000 %
(7) NEW ENGLAND SURGERY CENTER HOLDINGS LLC 1550 W MCEWEN DRIVE SUITE 350 FRANKLIN,TN37067 99-4930217	SURGERY CENTER	DE	MGB	EXCLUDED				No		Yes		70.000 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) 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	Yes	No
(1) NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG 2014 WASHINGTON STREET NEWTON,MA02462 04-3209749	HEALTHCARE	MA	NWH	C	5,080,112	6,410,311	100.000 %		No
(2) MASS GENERAL BRIGHAM HEALTH INSURANCE COMPANY 399 REVOLUTION DRIVE SOMERVILLE,MA02145 83-0970929	INSURANCE COMPANY	MA	MGB	C	77,402,418	55,726,360	100.000 %		No
(3) HEALTH PARTNERS OF NEW HAMPSHIRE INC 789 CENTRAL AVENUE DOVER,NH03820 03-0443397	MANAGEMENT SERVICES	NH	WDH	C	769,057	2,057,286	50.000 %		No
(4) WENTWORTH HOMECARE AND HOSPICE LLC 121 BROADWAY SUITE 115 DOVER,NH03820 87-2100049	HOMECARE & HOSPICE SERVICES	NH	WDH	C	6,197,983	1,576,301	50.000 %		No
(5) MGBV TH HOLDCO INC ONE MAIN STREET SUITE 510 CAMBRIDGE,MA02142 93-2163190	INVESTMENTS	DE	MGBF III	C		625,000	100.000 %		No

Schedule R (Form 990) (Rev. 1-2025)

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

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

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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

Schedule R (Form 990) (Rev. 1-2025)

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

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE GENERAL HOSPITAL CORPORATION LONG-TERM DISABILITY TRUST IS THE MASTER TRUST RESPONSIBLE FOR MAINTAINING THE MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLAN.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	1
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	21,663,503	14,726,980
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	253,856	288,356
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	21,917,359	15,015,336
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	22,071,978	12,974,517
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	741,248	1,556,599
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	22,813,226	14,531,116
19	Revenue less expenses. Subtract line 18 from line 12.......	-895,867	484,220
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	42,594,682	59,666,784
21	Total liabilities (Part X, line 26).............	98,510	10,966,622
22	Net assets or fund balances. Subtract line 21 from line 20.....	42,496,172	48,700,162

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 14,531,116 including grants of $ 0 ) (Revenue $ 14,726,980 )
	THE GENERAL HOSPITAL CORPORATION LONG-TERM DISABILITY TRUST IS THE MASTER TRUST RESPONSIBLE FOR MAINTAINING THE MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLAN.

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 expenses14,531,116

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) THE MASSACHUSETTS GENERAL HOSPITAL N/A	1.00 .................	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

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





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

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

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	12,302,666	12,302,666
b	PARTICIPANT CONTRIBUTI	900099	2,424,314	2,424,314
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		14,726,980

3 Investment income (including dividends, interest, and othersimilar amounts) ......			288,356			288,356
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			15,015,336	14,726,980	0	288,356

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	12,974,517	12,974,517
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ADMINISTRATIVE FEE	1,341,212	1,341,212
b	INVESTMENT FEE	215,387	215,387
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	14,531,116	14,531,116	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		40,624,937	11	44,456,180
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		1,969,745	15	15,210,604
16	Total assets. Add lines 1 through 15 (must equal line 33)...		42,594,682	16	59,666,784

17	Accounts payable and accrued expenses .....	98,510	17	10,966,622
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	98,510	26	10,966,622

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........	42,496,172	28	48,700,162
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	42,496,172	32	48,700,162
33	Total liabilities and net assets/fund balances ........	42,594,682	33	59,666,784