MGB POOLED HOLDINGS LLC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MGB POOLED HOLDINGS LLC (EIN 82-1715859)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-14
- IRS object ID
- 201942269349302569
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T16:44:09-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821715859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS POOLED INVESTMENT HOLDINGS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 8572820747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 REVOLUTION DRIVE NO 645 | AddressLine1Txt |
| City | SOMVERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER K MARKELL | PersonNm |
| Person Title | PRESIDENT, MANAGER | PersonTitleTxt |
| Phone | 8572820747 | PhoneNum |
| Signature | 2019-08-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 132.183.13.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-14 | IPDt |
| IP Tm | 16:44:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E244D95FC793C4360FCD4CAE62EA7EF84AABB47 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F07D259A38B92E3CAE05DF7E1122BA202831AB9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN BARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BOYLSTON STREET SUITE 1150 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,476,124,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PARTNERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | INVESTING POOLING ENTITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,265,119,609 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $211,005,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $9,476,124,609 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $0 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $0 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,476,124,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,412,249,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,412,249,609 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INVESTING POOLING ENTITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMZI HANANIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572820747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 REVOLUTION DRIVE SUITE 645 | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN BARKER | ||||||
| PRESIDENT, MANAGER | 1.00 | 50.00 | Yes (X) | $0 | $2,747,470 | $19,763 |
| PETER MARKELL | ||||||
| SECRETARY AND TREASURER | 1.00 | 50.00 | Yes (X) | $0 | $5,293,969 | $51,722 |
| DEBRA SLOAN | ||||||
| MANAGER | 1.00 | 50.00 | Yes (X) | $0 | $492,513 | $58,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,533,952 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,434 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $9,265,119,609 | RelatedOrganizationsAmt |
| Total Contributions | $9,265,119,609 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,548,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,548,000 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,457,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,457,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,457,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,457,000 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,476,124,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $211,005,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,412,249,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,412,249,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,412,249,609 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,412,249,609 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,412,249,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,476,124,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$63,875,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS HEALTHCARE SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043230035 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $211,005,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $211,005,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INV IN PARTNERS POOLED INV ACCOUNTS, LLC | Desc |
| Book Value | $9,412,249,609 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,412,249,609 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 (ASC 740) FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | THERE IS NO FIN 48 FOOTNOTE DISCLOSURE IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF PARTNERS HEALTHCARE SYSTEM, INC. AND AFFILIATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BARKER | ||||||||||||||
| PRESIDENT, MANAGER | $0 | $562,314 | $0 | $2,101,190 | $0 | $83,966 | $0 | $18,900 | $0 | $863 | $0 | $2,767,233 | $0 | $0 |
| PETER MARKELL | ||||||||||||||
| SECRETARY AND TREASURER | $0 | $1,448,400 | $0 | $692,198 | $0 | $3,153,371 | $0 | $29,700 | $0 | $22,022 | $0 | $5,345,691 | $0 | $0 |
| DEBRA SLOAN | ||||||||||||||
| MANAGER | $0 | $360,000 | $0 | $60,000 | $0 | $72,513 | $0 | $29,700 | $0 | $29,249 | $0 | $551,462 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE INITIAL MEMBERS OF THE BOARD OF MANAGERS ARE AS SET FORTH IN THE LIMITED LIABILITY COMPANY AGREEMENT. THE BOARD OF MANAGERS HAS THE AUTHORITY TO APPOINT OFFICERS OF PPIH. AT PRESENT, PARTNERS IS THE SOLE MEMBER OF PPIH. IN THE FUTURE, IN ADDITION TO PARTNERS, THE MEMBERS OF PPIH WILL INCLUDE OTHER TAX EXEMPT AFFILIATES OF PARTNERS. PARTNERS AS MANAGING MEMBER, HAS BROAD DISCRETION TO MANAGE THE AFFAIRS OF PPIH. IN ITS CAPACITY AS MANAGING MEMBER, PARTNERS THROUGH ITS PRESIDENT APPOINT ALL MEMBERS OF THE BOARD OF MANAGERS OF PPIH. PERSUANT TO THE LLC AGREEMENT FOR PPIH THE MANAGEMENT OF PPIH IS VESTED IN THE BOARD OF MANAGERS. THE BOARD OF MANAGERS HAS THE POWER TO APPOINT AND REMOVE OFFICERS TO ACT ON BEHALF OF PPIH AND TO DELEGATE POWERS TO SUCH OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EXPLANATION IS INCLUDED IN LINE 6. |
| FORM 990, PART VI, SECTION A, LINE 7B | EXPLANATION IS INCLUDED IN LINE 6. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED AND REVIEWED BY THE PARTNERS HEALTHCARE SYSTEM, INC. (PHS) TAX DEPARTMENT. THE SECRETARY/TREASURER REVIEWED AND SIGNED THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, PARTNERS HEALTHCARE HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH PARTNERS' CONFLICT OF INTEREST POLICY, THE PARTNERS OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF 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). PARTNERS 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 PARTNERS, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE PARTNERS PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE PARTNERS BOARD CHAIR. * AS INSTITUTIONS ARE ADDED TO PARTNERS HEALTHCARE SYSTEM, INC. THERE IS A TRANSITION PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF FINANCILAL STATEMENT AND GOVERNING DOCUMENTS: THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE MEMBER'S WEBSITE AT WWW.PARTNERS.ORG. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
| FORM 990, PART III - PROGRAM SERVICE | THE ESTABLISHMENT OF PPIH AS A POOLING VEHICLE ALLOWS THE MEMBERS OF PARTNERS HEALTHCARE SYSTEM THE OPPORTUNITY TO PROVIDE GREATER EFFICIENCY AND EXPERTISE TO ADVANCE THE PRUDENT INVESTMENT OF CHARITABLE ASSETS FOR THE ENTIRE PARTNERS SYSTEM AS REQUIRED IN PART BY MASSACHUSETTS LAW. PPIH SERVES AS A POOLING AND HOLDING VEHICLE FOR ITS MEMBERS'INVESTMENTS AND THUS AN INTEGRAL PART OF THE PARTNERS SYSTEM WITHIN THE MEANING OF REVENUE RULING 78-41. 1978-1 C.B. 148. PPIH SERVES AS A REPOSITORY FOR FUNDS PAID IN BY TAX-EXEMPT ENTITIES AND A CHANNEL FOR THE FLOW OF INVESTMENT PROCEEDS ON THEIR BEHALF. THOSE FUNDS ARE INVESTED AT THE OVERALL DIRECTION OF PARTNERS FOR THE BENEFIT OF PPIH'S MEMBERS. HAVING A STRONG INVESTMENT PROGRAM TO ENSURE THE CONTINUED GROWTH OF THESE ENTITIES' ENDOWMENTS IS ESSENTIAL TO THE PARTNERS SYSTEM, BECAUSE IT PROVIDES THE FINANCIAL STRENGTH AND FLEXIBILITY REQUIRED TO ACCOMPLISH THE PARTNES SYSTEM'S EXEMPT PURPOSES AND IS IN KEEPING WITH ITS FIDUCIARY AND STATUTORY DUTIES TO PRUDENTLY INVEST AND MONITOR ITS CHARITABLE ASSETS. |
| FORM 990, PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE: | PPIH'S GOVERNANCE STURCTURE IS SET OUT IN ITS CERTIFICATE OF FORMATION AND LIMITED LIABILITY COMPANY AGREEMENT. THE PROVISIONS OF THE CERTIFICATE OF FORMATION AND LIMITED LIABILITY COMPANY AGREEMENT ARE CONSISTENT WITH THE LAWS OF THE STATE OF DELAWARE AND ARE ENFORCEABLE AT LAW AND EQUITY. THE MEMBERS OF THE BOARD OF MANAGERS OF PPIH ARE SELECTED BY PARTNERS HEALTHCARE SYSTEM, INC. ("PARTNERS"), THE MANAGING MEMBER OF PPIH, BY ITS PRESIDENT. THE INITIAL MEMBERS OF THE BOARD OF MANAGERS ARE AS SET FORTH IN THE LIMITED LIABILITY COMPANY AGREEMENT. THE BOARD OF MANAGERS HAS THE AUTHORITY TO APPOINT OFFICERS OF PPIH. AT PRESENT, PARTNERS IS THE SOLE MEMBER OF PPIH. IN THE FUTURE, IN ADDITION TO PARTNERS, THE MEMBERS OF PPIH WILL INCLUDE OTHER TAX EXEMPT AFFILIATES OF PARTNERS. PARTNERS AS MANAGING MEMBER, HAS BROAD DISCRETION TO MANAGE THE AFFAIRS OF PPIH. IN ITS CAPACITY AS MANAGING MEMBER, PARTNERS THROUGH ITS PRESIDENT APPOINT ALL MEMBERS OF THE BOARD OF MANAGERS OF PPIH. PERSUANT TO THE LLC AGREEMENT FOR PPIH THE MANAGEMENT OF PPIH IS VESTED IN THE BOARD OF MANAGERS. THE BOARD OF MANAGERS HAS THE POWER TO APPOINT AND REMOVE OFFICERS TO ACT ON BEHALF OF PPIH AND TO DELEGATE POWERS TO SUCH OFFICERS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| PARTNERS HEALTHCARE INTERNATIONAL LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 205281203 | GLOBAL HEALTH CARE | MA | $7,132,362 | $15,047,000 | PHS |
| PARTNERS HARVARD MEDICAL INTERNATIONAL GULF FZ LLC | |||||||||
| GLOBAL HEALTH CARE | MA | $0 | $0 | PHS | |||||
| MERRIMACK VALLEY ENDOSCOPY LLC | |||||||||
| ONE PARKWAY | HAVERHILL | MA | 01830 | 043578297 | MEDICAL SERVICES | MA | $238,158 | $55,295 | PCPO |
| PARTNERS INNOVATION II LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 814444790 | INVESTMENTS | MA | $0 | $9,394,125 | PHS |
| PARTNERS INNOVATION MANAGEMENT COMPANY LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 814431654 | INVESTMENTS | MA | $0 | $0 | PHS |
| MASSACHUSETTS EYE & EAR ASSOCIATES LLC | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 474262843 | BILLING SERVICES | MA | $680,934 | $0 | MEEA |
| WDPC ORTHOPEDICS LLC | |||||||||
| 789 CENTRAL AVENUE | DOVER | NH | 03820 | 824754998 | BILLING SERVICES | NH | $0 | $0 | WDH |
| PORTLAND INVESTMENTS-PIA LLC | |||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | INVESTMENTS | ME | $0 | $0 | PIA | |
| PORTLAND INVESTMENTS-EP LLC | |||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | INVESTMENTS | ME | $0 | $0 | PIA | |
| MASS GENERAL INTERNATIONAL LLC | |||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 831131673 | GLOBAL HEALTH CARE | MA | $0 | $0 | MGPO |
| CODAMETRIX LLC | |||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 823924135 | MEDICAL CODING SOFTWARE | MA | $0 | $0 | MGPO |
| COCHECO DEVELOPMENT LLC | |||||||||
| 95 MARKET STREET | MANCHESTER | NH | 03101 | ACQUISITION ENTITY | NH | $0 | $264,022 | WDH | |
| BRIGHAM HEALTH INTERNATIONAL | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 831118331 | GLOBAL HEALTH CARE | MA | $0 | $0 | BH |
| SPAULDING INTERNATIONAL LLC | |||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 831146009 | GLOBAL HEALTH CARE | MA | $0 | $0 | SRH |
| PARTNERS HEALTHCARE INSURANCE HOLDING COMPANY LLC | |||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 831039882 | HOLDING COMPANY | MA | $0 | $0 | PHS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (55 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MASSACHUSETTS GENERAL HOSPITAL (MGH) | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 041564655 | HEALTHCARE | MA | 501(C)(3) | 7 | PHS | Yes (1) |
| THE GENERAL HOSPITAL COPORATION | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | HOSPITAL | MA | 501(C)(3) | 3 | MGH | Yes (1) |
| MASSACHUSETTS GENERAL PHYSICIANS ORG | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042807148 | HEALTHCARE | MA | 501(C)(3) | 10 | MGH | Yes (1) |
| THE MGH HEALTH SERVICES CORPORATION | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 222717383 | HEALTHCARE | MA | 501(C)(3) | 12A | MGH | Yes (1) |
| THE MGH INSTITUTE OF HEALTH PROFESSIONS | ||||||||||
| 36 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042868893 | MED EDUCATION | MA | 501(C)(3) | 2 | MGH | Yes (1) |
| MCLEAN HEALTHCARE INC (MHC) | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 204572876 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | MGH | Yes (1) |
| THE MCLEAN HOSPITAL CORPORATION | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 042697981 | HOSPITAL | MA | 501(C)(3) | 3 | MHC | Yes (1) |
| MARTHA'S VINEYARD HOSPITAL INC (MVH) | ||||||||||
| LINTON LANE PO BOX 1477 | OAK BLUFFS | MA | 02557 | 042104691 | HEALTHCARE | MA | 501(C)(3) | 3 | MGH | Yes (1) |
| WNR INC | ||||||||||
| 1 LINTON LANE | OAK BLUFFS | MA | 02557 | 043419920 | NURSING SVCS. | MA | 501(C)(3) | 10 | MVH | Yes (1) |
| NANTUCKET COTTAGE HOSPITAL (NCH) | ||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 042103823 | HOSPITAL | MA | 501(C)(3) | 3 | MGH | Yes (1) |
| NANTUCKET COTTAGE HOSPITAL FOUNDATION | ||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 043829745 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | NCH | Yes (1) |
| BRIGHAM HEALTH (BH) | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042921338 | ADMIN SUPPORT | MA | 501(C)(3) | 7 | PHS | Yes (1) |
| THE BRIGHAM AND WOMEN'S HOSPITAL (BWH) | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | HOSPITAL | MA | 501(C)(3) | 3 | BH | Yes (1) |
| BIOSCIENCES RESEARCH FOUNDATION INC | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 222483849 | PROMOTE RES. | MA | 501(C)(3) | 12A | BH | Yes (1) |
| BWH RESEARCH INC | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043011445 | MED RESEARCH | MA | 501(C)(3) | 12A | BH | Yes (1) |
| BRIGHAM COMMUNITY PRACTICES INC | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 222588069 | HEALTHCARE | MA | 501(C)(3) | 10 | BH | Yes (1) |
| BRIGHAM AND WOMEN'S PHYS ORG (BWPO) | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043466314 | HEALTHCARE | MA | 501(C)(3) | 10 | BH | Yes (1) |
| BRIGHAM MEDICAL RES & EDU FOUNDATION | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043539249 | MED RES & EDU | MA | 501(C)(3) | 12A | BWPO | Yes (1) |
| BRIGHAM AND WOMEN'S FAULKNER HOSP(BWFH) | ||||||||||
| 1153 CENTRE STREET | BOSTON | MA | 02130 | 042768256 | HOSPITAL | MA | 501(C)(3) | 3 | BH | Yes (1) |
| PARTNERS CONTINUING CARE INC (PCC) | ||||||||||
| PRUDENTIAL TOWER 800 BOYLSTON STREE | BOSTON | MA | 02199 | 260003495 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | PHS | Yes (1) |
| SPAULDING REHABILITATION HOSPITAL CORP | ||||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042551124 | HOSPITAL | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| REHAB HOSPITAL OF THE CAPE & ISLANDS | ||||||||||
| 311 SERVICE ROAD | EAST SANDWICH | MA | 02537 | 043071419 | HOSPITAL | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| SHAUGHNESSY-KAPLAN REHABILITATION HOSP | ||||||||||
| DOVE AVENUE | SALEM | MA | 01970 | 043067082 | HEALTHCARE | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| PARTNERS HOME CARE INC (PHC) | ||||||||||
| 281 WINTER STREET | WALTHAM | MA | 02451 | 042918280 | HOME HEALTH | MA | 501(C)(3) | 10 | PCC | Yes (1) |
| FRC INC | ||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 222632121 | HEALTHCARE | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| NSMC HEALTHCARE INC (NSHC) | ||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043294420 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | PHS | Yes (1) |
| NORTH SHORE MEDICAL CENTER INC | ||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043399616 | HOSPITAL | MA | 501(C)(3) | 3 | NSHC | Yes (1) |
| NORTH SHORE PHYSICIANS GROUP INC | ||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043080484 | HEALTHCARE | MA | 501(C)(3) | 12A | NSHC | Yes (1) |
| NEWTON-WELLESLEY HEALTHCARE SYSTEM(NWHC) | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 204295282 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | PHS | Yes (1) |
| NEWTON-WELLESLEY HOSPITAL | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 042103611 | HOSPITAL | MA | 501(C)(3) | 3 | NWHC | Yes (1) |
| NEWTON-WELLESLEY MEDICAL GROUP | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 222560501 | HEALTHCARE | MA | 501(C)(3) | 12A | NWHC | Yes (1) |
| NEWTON-WELLESLEY HOSP CHARITABLE FOUND | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 043455952 | FUNDRAISING | MA | 501(C)(3) | 7 | NWHC | Yes (1) |
| PARTNERS MEDICAL INTERNATIONAL INC | ||||||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | 043197711 | MED. TRAINING | MA | 501(C)(3) | 12A | PHS | Yes (1) |
| SPAULDING HOSPITAL - CAMBRIDGE INC | ||||||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | 270273715 | HOSPITAL | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| NANTUCKET PHYSICIAN ORGANIZATION INC | ||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 264349357 | HEALTHCARE | MA | 501(C)(3) | 10 | MGH | Yes (1) |
| NEIGHBORHOOD HEALTH PLAN INC (NHP) | ||||||||||
| 253 SUMMER STREET | BOSTON | MA | 02210 | 042932021 | INSURANCE | MA | 501(C)(4) | NONE | PHS | Yes (1) |
| COMMUNITY MEDICAL ALLIANCE INC | ||||||||||
| 253 SUMMER STREET | BOSTON | MA | 02210 | 043454185 | INSURANCE | MA | 501(C)(3) | 12A | NHP | Yes (1) |
| COOLEY DICKINSON HOSPITAL INC | ||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 222617175 | HOSPITAL | MA | 501(C)(3) | 3 | CDHCC | Yes (1) |
| VNA & HOSPICE OF COOLEY DICKINSON INC | ||||||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 01060 | 042104788 | HOME HEALTH | MA | 501(C)(3) | 10 | CDHCC | Yes (1) |
| COOLEY DICKINSON HEALTH CARE CORP CDHCC | ||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 042103561 | ADMIN SUPPORT | MA | 501(C)(3) | 12B | MGH | Yes (1) |
| CD PRACTICE ASSOCIATES INC | ||||||||||
| POBOX 911 | NORTHAMPTON | MA | 01060 | 043194547 | HEALTHCARE | MA | 501(C)(3) | 10 | CDHCC | Yes (1) |
| WENTWORTH DOUGLASS HOSPITAL (WDH) | ||||||||||
| 789 CENTRAL AVE | DOVER | NH | 03820 | 020260334 | HOSPITAL | NH | 501(C)(3) | 3 | MGH | Yes (1) |
| WENTWORTH-DOUGLASS PHYSICIAN CORPORATION | ||||||||||
| 789 CENTRAL AVE | DOVER | NH | 03820 | 020497927 | HEALTHCARE | NH | 501(C)(3) | 3 | WDH | Yes (1) |
| WENTWORTH-DOUGLASS HOSPITAL AND HEALTH FOUNDATION | ||||||||||
| 789 CENTRAL AVE | DOVER | NH | 03820 | 510491062 | SUPPORT | NH | 501(C)(3) | 12B | WDH | Yes (1) |
| FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIMARYINC | ||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 042785453 | SUPPORT | MA | 501(C)(3) | 7 | MEEI | Yes (1) |
| MASSACHUSETTS EYE & EAR INFIRMARY | ||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 042103591 | HOSPITAL | MA | 501(C)(3) | 3 | MEEI | Yes (1) |
| MASSACHUSETTS EYE & EAR ASSOCIATES INC | ||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 222658209 | HEALTHCARE | MA | 501(C)(3) | 10 | MEEI | Yes (1) |
| PARTNERS HEALTHCARE SP INC | ||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 821707493 | SPECIALTY PHARMACY | MA | 501(C)(3) | 12A | PHS | Yes (1) |
| PARTNERS URGENT CARE LLC | ||||||||||
| 920 WINTER STREET | WALTHAM | MA | 02451 | 471683619 | URGENT CARE CENTERS | MA | 501(C)(3) | 10 | PHS | Yes (1) |
| HARBOR MEDICAL ASSOCIATES INC | ||||||||||
| 541 MAIN STREET SUITE 400 | SO WEYMOUTH | MA | 02190 | 042702579 | PROVIDES PHYSICIAN SERVICES TO PATIENTS | MA | 501(C)(3) | 10 | BH | Yes (1) |
| SOUTH SHORE ENDOSCOPY CENTER INC | ||||||||||
| 541 MAIN STREET SUITE 400 | SO WEYMOUTH | MA | 02190 | 043306443 | PROVIDES PHYSICIAN SERVICES TO PATIENTS | MA | 501(C)(3) | 10 | BH | Yes (1) |
| PARTNERS COMMUNITY PHYSICIANS ORGANIZATION INC | ||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 043236175 | ORGANIZE AND OPERATE PHYSICIAN NETWORK | MA | 501(C)(3) | 10 | PHS | Yes (1) |
| EMBANKMENT SERVICES INC | ||||||||||
| 14 DAVID MUGAR WAY | BOSTON | MA | 02114 | 043272965 | SUPPORT ORGANIZATION | MA | 501(C)(3) | 12A | MEEI | Yes (1) |
| CIRCLE COMPANY INC | ||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 042801797 | TITLE HOLDING COMPANY | MA | 501(C)(25) | NONE | MEEI | Yes (1) |
| SCHEPENS EYE RESEARCH INSTITUTE INC | ||||||||||
| 20 STANIFORD STREET | BOSTON | MA | 02114 | 042129889 | RESEARCH | MA | 501(C)(3) | 7 | MEEI | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHS BAY COLONY FUND | |||||||||||||
| 245 PARK AVENUE | NEW YORK | NY | 10167 | 133887448 | INVESTMENTS | DE | PPIA | EXCLUDED | $35,660 | $219,459 | 0 | 0 | 0.93870 |
| PARTNERS HEALTHCARE SYSTEM POOLED INVEST | |||||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 043268842 | INVESTMENTS | MA | PHS | EXCLUDED | $20,975,117 | $25,386,929 | 0 | Yes (1) | 1.00000 |
| RADIATION THERAPY OF SOUTHEASTERN MA LLC | |||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | 010873580 | RADIATION THERAPY SERVICES | MA | BH | EXCLUDED | $196,004 | $1,472,809 | 0 | Yes (1) | 0.51000 |
| PARTNERS INNOVATION FUND LLC | |||||||||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02199 | 262899986 | INVESTMENTS | MA | PHS | EXCLUDED | $32,163,181 | 0 | Yes (1) | 1.00000 | |
| PARTNERS HEALTHCARE ACCOUNTABLE CARE ORGANIZATION LLC | |||||||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 812762122 | ACCOUNTABLE CARE ORGANIZATION | MA | PHS | EXCLUDED | $1,554,572 | $13,441,441 | 0 | Yes (1) | 1.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG | ||||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 043209749 | HEALTHCARE | MA | NWHC | C | $4,469,909 | $6,310,300 | 1.00000 | 0 |
| ALLWAYS HEALTH PARTNERS INSURANCE COMPANY | ||||||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 830970929 | INSURANCE COMPANY | MA | PHS | C | $17,223 | $4,017,223 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |