Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 10-01-2023 , and ending 09-30-2024
BCheck if applicable:
CName of organization
THE MCLEAN HOSPITAL CORPORATION EMPLOYEE
& RETIREE MEDICAL TRUST
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
399 REVOLUTION DRIVE 645
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOMERVILLE, MA02145
D Employer identification number

04-3362620
E Telephone number

G Gross receipts $ 111,496
F Name and address of principal officer:
VINCENT T MCDERMOTT
115 MILL STREET
BELMONT,MA02478
I
Tax-exempt status: ( 9 ) (insert no.) or
J
Website:
N/A
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  
K Form of organization:  
L Year of formation: 1995
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: FUND POST-RETIREMENT MEDICAL COVERAGE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 2
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 2023 (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
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 111,068 111,496
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) 111,068 111,496
Expenses; 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)..... 265,512 121,670
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).... 28,517 19,237
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 294,029 140,907
19 Revenue less expenses. Subtract line 18 from line 12....... -182,961 -29,411
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 837,855 904,754
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 837,855 904,754
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: FUND POST-RETIREMENT MEDICAL COVERAGE
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 $ 140,907 including grants of $ 0 ) (Revenue $ 111,496 )
SEE SCHEDULE O
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 expenses140,907
Form 990 (2023)
Form 990 (2023)
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 A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
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 I.............
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 II.........
4
 
 
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
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 I.........................
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 II....
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..............
8
 
No
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 IV..............
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 V......
10
 
No
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. ...................
11a
 
No
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 VII.......
11b
 
No
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 VIII.......
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 IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
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 X
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......................
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
12b
 
No
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
 
No
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.........
14b
 
No
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 IV.....
15
 
No
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...
16
 
No
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. ....
17
 
No
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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........
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.......................
23
 
No
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 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 ....
25a
 
 
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.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
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
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
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 ...
35b
 
 
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.............
36
 
 
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
0
b
Enter the number of Forms W-2G included on 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
 
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
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
 
 
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:
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
2
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
0
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
 
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 on 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
 
No
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
 
No
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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on 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 filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
MASS GENERAL BRIGHAM - TAX DIRECTOR399 REVOLUTION DRIVE SUITE 645   SOMERVILLE,MA02145 (857) 282-0747
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) THE MCLEAN HOSPITAL CORP
 
TRUSTEE
 1.00
.................
1.00 		  X         0 0 0
(2) STATE STREET BANK AND TRUST
 
TRUSTEE
 1.00
.................
1.00 		  X         19,237 0 0






























Form 990 (2023)
Form 990 (2023)
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/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 19,237 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
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
 
No
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
 
No
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 6,511     6,511
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 104,985  
b Less: cost or other basis and sales expenses 7b 0  
c Gain or (loss) 7c 104,985  
d Net gain or (loss)......... 104,985     104,985
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..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 111,496 0 0 111,496
Form 990 (2023)
Form 990 (2023)
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 ....    
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 ....... 121,670 121,670
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 OTHER 12,405 12,405    
b TRUSTEE FEES 6,832 6,832    
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 140,907 140,907 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).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 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 . 837,855 11 904,754
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 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 837,855 16 904,754
Liabilities 17 Accounts payable and accrued expenses .....   17  
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.. 0 26 0
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 837,855 27 904,754
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 837,855 32 904,754
33 Total liabilities and net assets/fund balances ........ 837,855 33 904,754
Form 990 (2023)
Form 990 (2023)
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
111,496
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
140,907
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-29,411
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
837,855
5
Net unrealized gains (losses) on investments ...............
5
96,310
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
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
904,754
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 on
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
 
No
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
 
 
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
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
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE O
(Form 990)

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 the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
THE MCLEAN HOSPITAL CORPORATION EMPLOYEE
& RETIREE MEDICAL TRUST
Employer identification number

04-3362620
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B FORM 990 & COPY TO MEMBERS OF ITS GOVERNING BODY A COPY OF THE FINAL RETURN WILL BE MADE AVAILABLE TO THE APPROPRIATE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW THE FORM 990 WAS PREPARED AND REVIEWED BY THE MASS GENERAL BRIGHAM INCORPORATED TAX DEPARTMENT. THE TREASURER REVIEWED AND SIGNED THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12 CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, MASS GENERAL BRIGHAM 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 MASS GENERAL BRIGHAM'S CONFLICT OF INTEREST POLICY, THE MASS GENERAL BRIGHAM'S OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF THE 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 HER OFFICE). MASS GENERAL BRIGHAM HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM*, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. 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 MASS GENERAL BRIGHAM, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE MASS GENERAL BRIGHAM PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE MASS GENERAL BRIGHAM BOARD CHAIR. * AS INSTITUTIONS ARE ADDED TO MASS GENERAL BRIGHAM INCORPORATED THERE IS A TRANSITION PERIOD.
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
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
2023
Open to Public Inspection
Name of the organization
THE MCLEAN HOSPITAL CORPORATION EMPLOYEE
& RETIREE MEDICAL TRUST
Employer identification number

04-3362620
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) MERRIMACK VALLEY ENDOSCOPY LLC
ONE PARKWAY
HAVERHILL,MA01830
04-3578297 		MEDICAL SERVICES MA 5,482,871 359,053 MGBCP
 
(2) PARTNERS INNOVATION II LLC
800 BOYLSTON STREET
BOSTON,MA02199
81-4444790 		INVESTMENTS MA 0 0 MGB
 
(3) MASS GENERAL BRIGHAM VENTURES LLC
800 BOYLSTON STREET
BOSTON,MA02199
81-4431654 		INVESTMENTS MA 0 0 MGB
 
(4) MASSACHUSETTS EYE & EAR ASSOCIATES LLC
243 CHARLES STREET
BOSTON,MA02114
47-4262843 		BILLING SERVICES MA 1,010 0 MEEA
 
(5) PORTLAND INVESTMENTS-PIA LLC
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
 INVESTMENTS ME 0 17,265,326 MGBPI
 
(6) PORTLAND INVESTMENTS-EP LLC
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
 INVESTMENTS ME 0 15,183,291 MGBPI
 
(7) BRIGHAM HEALTH INTERNATIONAL LLC
75 FRANCIS STREET
BOSTON,MA02115
83-1118331 		GLOBAL HEALTH CARE MA 2,613,446 5,948,071 BH
 
(8) MEEA - CAPE COD PHO LLC
243 CHARLES STREET
BOSTON,MA02114
83-3091607 		BILLING SERVICES MA 45 0 MEEA
 
(9) MEEA - WINCHESTER PHO LLC
243 CHARLES STREET
BOSTON,MA02114
83-3077580 		BILLING SERVICES MA 0 0 MEEA
 
(10) MASS GENERAL BRIGHAM HEALTH PLAN SELECT LLC
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
84-4317115 		INSURANCE COMPANY - HMO MA 43,559 1,122,591 MGBHP
 
(11) MASS GENERAL BRIGHAM GP III LLC
215 FIRST STREET SUITE 500
CAMBRIDGE,MA02142
86-1874441 		INVESTMENTS MA 0 47,443,338 MGB
 
(12) MASSACHUSETTS EYE & EAR ASSOCIATES NORTH SUBURBAN
243 CHARLES STREET
BOSTON,MA02114
30-0976066 		BILLING SERVICES MA 1,048,881 0 MEEA
 
(13) NSPG BILLING
2 CORPORATION WAY SUITE 180
PEABODY,MA01960
87-4097366 		BILLING SERVICES MA 0 0 NSPG
 
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)MASS GENERAL BRIGHAM INCORPORATED (MGB)
800 BOYLSTON STREET

BOSTON,MA02199
04-3230035 		HEALTHCARE MA 501(C)(3) 7 N/A
 
No
(2)THE MASSACHUSETTS GENERAL HOSPITAL (MGH)
55 FRUIT STREET

BOSTON,MA02114
04-1564655 		HEALTHCARE MA 501(C)(3) 7 MGB
 
Yes
 
(3)THE GENERAL HOSPITAL COPORATION (GHC)
55 FRUIT STREET

BOSTON,MA02114
04-2697983 		HOSPITAL MA 501(C)(3) 3 MGH
 
Yes
 
(4)MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC (MGPO)
55 FRUIT STREET

BOSTON,MA02114
04-2807148 		PROVIDES PHYSICIAN SERVICES MA 501(C)(3) 10 MGH
 
Yes
 
(5)THE MGH INSTITUTE OF HEALTH PROFESSIONS INC (IHP)
36 FIRST AVENUE

CHARLESTOWN,MA02129
04-2868893 		MED EDUCATION MA 501(C)(3) 2 MGH
 
Yes
 
(6)THE MCLEAN HOSPITAL CORPORATION (MCL)
115 MILL STREET

BELMONT,MA02478
04-2697981 		HOSPITAL MA 501(C)(3) 3 MGB
 
Yes
 
(7)MARTHA'S VINEYARD HOSPITAL INC (MVH)
LINTON LANE PO BOX 1477

OAK BLUFFS,MA02557
04-2104691 		HEALTHCARE MA 501(C)(3) 3 MGH
 
Yes
 
(8)WNR INC (WNR)
1 LINTON LANE

OAK BLUFFS,MA02557
04-3419920 		NURSING SVCS. MA 501(C)(3) 10 MVH
 
Yes
 
(9)NANTUCKET COTTAGE HOSPITAL (NCH)
57 PROSPECT STREET

NANTUCKET,MA02554
04-2103823 		HOSPITAL MA 501(C)(3) 3 MGH
 
Yes
 
(10)BRIGHAM INC (BH)
75 FRANCIS STREET

BOSTON,MA02115
04-2921338 		ADMIN SUPPORT MA 501(C)(3) 7 MGB
 
Yes
 
(11)THE BRIGHAM AND WOMEN'S HOSPITAL INC (BWH)
75 FRANCIS STREET

BOSTON,MA02115
04-2312909 		HOSPITAL MA 501(C)(3) 3 BH
 
Yes
 
(12)BIOSCIENCES RESEARCH FOUNDATION INC (BRF)
75 FRANCIS STREET

BOSTON,MA02115
22-2483849 		PROMOTE RES. MA 501(C)(3) 12A BH
 
Yes
 
(13)BWH RESEARCH INC (BWHR)
75 FRANCIS STREET

BOSTON,MA02115
04-3011445 		MED RESEARCH MA 501(C)(3) 12A BH
 
Yes
 
(14)BRIGHAM COMMUNITY PRACTICES INC (BCP)
75 FRANCIS STREET

BOSTON,MA02115
22-2588069 		PROVIDES PHYSICIAN SERVICES MA 501(C)(3) 10 BH
 
Yes
 
(15)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
 
(16)BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC (BWFH)
1153 CENTRE STREET

BOSTON,MA02130
04-2768256 		HOSPITAL MA 501(C)(3) 3 BH
 
Yes
 
(17)SPAULDING REHABILITATION INC (SR)
PRUDENTIAL TOWER 800 BOYLSTON STREE

BOSTON,MA02199
26-0003495 		ADMIN SUPPORT MA 501(C)(3) 12A MGB
 
Yes
 
(18)THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH)
300 FIRST AVENUE

CHARLESTOWN,MA02129
04-2551124 		HOSPITAL MA 501(C)(3) 3 SR
 
Yes
 
(19)REHABILITATION HOSPITAL OF THE CAPE & ISLANDS CORPORATION (RHCI)
311 SERVICE ROAD

EAST SANDWICH,MA02537
04-3071419 		HOSPITAL MA 501(C)(3) 3 SR
 
Yes
 
(20)SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL INC (SKRH)
DOVE AVENUE

SALEM,MA01970
04-3067082 		HEALTHCARE MA 501(C)(3) 3 SR
 
Yes
 
(21)MASS GENERAL BRIGHAM HOME CARE INC (MGBHC)
95 WELLS AVENUE

NEWTON,MA02459
04-2918280 		HOME HEALTH MA 501(C)(3) 10 MGB
 
Yes
 
(22)SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC (SNTCB)
101 MERRIMAC STREET

BOSTON,MA02114
22-2632121 		HEALTHCARE MA 501(C)(3) 3 SR
 
Yes
 
(23)NORTH SHORE MEDICAL CENTER INC (NSMC)
81 HIGHLAND AVENUE

SALEM,MA01970
04-3399616 		HOSPITAL MA 501(C)(3) 3 MGBCD
 
Yes
 
(24)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
 
(25)NEWTON-WELLESLEY HOSPITAL (NWH)
2014 WASHINGTON STREET

NEWTON,MA02462
04-2103611 		HOSPITAL MA 501(C)(3) 3 MGBCD
 
Yes
 
(26)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
 
(27)PARTNERS MEDICAL INTERNATIONAL INC (PMI)
100 CAMBRIDGE STREET

BOSTON,MA02114
04-3197711 		MED. TRAINING MA 501(C)(3) 12A MGB
 
Yes
 
(28)SPAULDING HOSPITAL-CAMBRIDGE INC (SHC)
1575 CAMBRIDGE STREET

CAMBRIDGE,MA02138
27-0273715 		HOSPITAL MA 501(C)(3) 3 SR
 
Yes
 
(29)NANTUCKET PHYSICIAN ORGANIZATION INC(NPO)
57 PROSPECT STREET

NANTUCKET,MA02554
26-4349357 		PROVIDES PHYSICIAN SERVICES MA 501(C)(3) 10 MGH
 
Yes
 
(30)MASS GENERAL BRIGHAM HEALTH PLAN INC (MGBHP)
253 SUMMER STREET

BOSTON,MA02210
04-2932021 		INSURANCE MA 501(C)(4) NONE MGB
 
Yes
 
(31)COOLEY DICKINSON HOSPITAL INC (CDH)
30 LOCUST STREET

NORTHAMPTON,MA01060
22-2617175 		HOSPITAL MA 501(C)(3) 3 MGH
 
Yes
 
(32)VNA & HOSPICE OF COOLEY DICKINSON INC (VHCD)
168 INDUSTRIAL DRIVE

NORTHAMPTON,MA01060
04-2104788 		HOME HEALTH MA 501(C)(3) 10 CDH
 
Yes
 
(33)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
 
(34)WENTWORTH-DOUGLASS HOSPITAL (WDH)
789 CENTRAL AVE

DOVER,NH03820
02-0260334 		HOSPITAL NH 501(C)(3) 3 MGH
 
Yes
 
(35)WENTWORTH-DOUGLASS PHYSICIAN CORPORATION (WDPC)
789 CENTRAL AVE

DOVER,NH03820
02-0497927 		PROVIDES PHYSICIAN SERVICES NH 501(C)(3) 3 WDH
 
Yes
 
(36)WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (WDHF)
789 CENTRAL AVE

DOVER,NH03820
51-0491062 		SUPPORT NH 501(C)(3) 12B WDH
 
Yes
 
(37)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
 
(38)MASSACHUSETTS EYE & EAR INFIRMARY (MEEI)
243 CHARLES STREET

BOSTON,MA02114
04-2103591 		HOSPITAL MA 501(C)(3) 3 FMEEI
 
Yes
 
(39)MASSACHUSETTS EYE & EAR ASSOCIATES INC (MEEA)
243 CHARLES STREET

BOSTON,MA02114
22-2658209 		PROVIDES PHYSICIAN SERVICES MA 501(C)(3) 10 FMEEI
 
Yes
 
(40)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
 
(41)MASS GENERAL BRIGHAM SPECIALTY PHARMACY INC (MGBSP)
800 BOYLSTON STREET

BOSTON,MA02199
82-1707493 		SPECIALTY PHARMACY MA 501(C)(3) 12A MGB
 
Yes
 
(42)MASS GENERAL BRIGHAM URGENT CARE LLC (MGBUC)
920 WINTER STREET

WALTHAM,MA02451
47-1683619 		URGENT CARE CENTERS MA 501(C)(3) 10 MGB
 
Yes
 
(43)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
 
(44)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
 
(45)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
 
(46)SCHEPENS EYE RESEARCH INSTITUTE INC (SERI)
20 STANIFORD STREET

BOSTON,MA02114
04-2129889 		RESEARCH MA 501(C)(3) 7 FMEEI
 
Yes
 
(47)MASS GENERAL BRIGHAM MEDICAL GROUP INC (MGBMG)
800 BOYLSTON STREET

BOSTON,MA02199
84-1908707 		PROVIDES PHYSICIAN SERVICES MA 501(C)(3) 10 MGB
 
Yes
 
(48)FRIENDS OF MASS GENERAL CANADA INC
160 ELGIN STREET SUITE 2600
OTTAWA,ONTARIO  
CA
ADVANCE EDUCATION THROUGH RESEARCH AT MGH CA   12A MGH
 
Yes
 
(49)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
 
(50)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
 
(51)MASS GENERAL BRIGHAM COMMUNITY DIVISION INC (MGBCD)
399 REVOLUTION DRIVE

SOMERVILLE,MA02145
88-2110204 		SUPPORT ORGANIZATION MA 501(C)(3) 12B MGB
 
Yes
 
(52)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) 2023
Schedule R (Form 990) 2023
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) 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?
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) 2023
Schedule R (Form 990) 2023
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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
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
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


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