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MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MASS GENERAL BRIGHAM INCORPORATED (EIN 04-2785453)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-08-14
IRS object ID
201422269349304457
Schema version
2012v2.3
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

FieldValueIRS element (for citing)
Timestamp2014-08-14T17:12:53-05:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042785453EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE MASSACHUSETTS EYE AND EARBusinessNameLine1
Business Name Line2INFIRMARY INCBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% PHILLIP C JOHNSONInCareOfName
Name ControlFOUNNameControl
Phone6175733942Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1243 CHARLES STREETAddressLine1
Address Line2SuiteAddressLine2
CityBOSTONCity
StateMAState
ZIP Code02114ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCAROLANN WILLIAMSName
TitleCFO & VP FIN & ADMINTitle
Phone6175733942Phone
Date Signed2014-07-09DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6175305000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN FERNANDEZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1243 CHARLES STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02114ZIPCode
FieldValueIRS element (for citing)
Gross Receipts96539600GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MASSEYEANDEAR.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1983YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE O.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers18TotalNbrVolunteers
Total Gross UBI45139TotalGrossUBI
Net Unrelated Business Txbl Income8587NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year8066534ContributionsGrantsPriorYear
Contributions Grants Current Year17969359ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year32168125InvestmentIncomePriorYear
Investment Income Current Year7467834InvestmentIncomeCurrentYear
Other Revenue Prior Year1455438OtherRevenuePriorYear
Other Revenue Current Year521866OtherRevenueCurrentYear
Total Revenue Prior Year41690097TotalRevenuePriorYear
Total Revenue Current Year25959059TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year11939626GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY14267985GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1461755OtherExpensePriorYear
Other Expenses Current Year1494538OtherExpensesCurrentYear
Total Expenses Prior Year13401381TotalExpensesPriorYear
Total Expenses Current Year15762523TotalExpensesCurrentYear
Revenues Less Expenses Prior Year28288716RevenuesLessExpensesPriorYear
Revenues Less Expenses CY10196536RevenuesLessExpensesCY
Total Assets BOY180851159TotalAssetsBOY
Total Assets EOY203158036TotalAssetsEOY
Total Liabilities BOY40147711TotalLiabilitiesBOY
Total Liabilities EOY52777267TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY140703448NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY150380769NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE O.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense14520540Expense
Grants14267985Grants
Revenue0Revenue
DescriptionTHE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSE OF THE MASSACHUSETTES EYE AND EAR INFIRMARY ("THE INFIRMARY"), A TAX-EXEMPT MEDICAL AND SURGICAL HOSPITAL, WHICH PROVIDES PATIENT CARE, RESEARCH AND EDUCATION IN OPHTHALMOLOGY, OTOLARYNGOLOGY AND RELATED SPECIALTIES. THE FOUNDATION RAISES FUNDS, INVESTS FUNDS AND MAKES GRANTS TO THE INFIRMARY.Description
Total Program Service Expense14520540TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109614NumberFormsTransmittedWith1096
Number W2 G Included2NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPHILLIP C JOHNSONNamePerson
Telephone Number6175733105TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1243 CHARLES STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02114ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationFormerFormer
JOHN R FERNANDEZ
PRESIDENT10.050.0XX0810694155041
WYCLIFFE GROUSBECK
CHAIR3.07.0XX000
JONATHAN UHRIG
TREASURER3.07.0XX000
LILY H BENTAS
SECRETARY3.07.0XX000
RICHARD H ALDRICH
DIRECTOR2.02.0X000
DEWALT PETE ANKEY
DIRECTOR2.06.0X000
JAMES CARLISLE
DIRECTOR2.02.0X000
CHARLES DE GUNZBERG
DIRECTOR2.06.0X000
SAMUEL FLEMING
DIRECTOR2.02.0X000
HARVEY FREISHTAT
DIRECTOR2.02.0X000
LYLE HOWLAND
DIRECTOR2.02.0X000
DIANE E KANEB
DIRECTOR2.02.0X000
JONATHAN KUTCHINS
DIRECTOR2.04.0X000
VICTORIA MCCULLOUGH
DIRECTOR2.06.0X000
JOAN W MILLER MD
DIRECTOR2.058.0X078100556306
JOSEPH B NADOL JR MD
DIRECTOR2.058.0X078217362754
ANNETTE NOVA
DIRECTOR2.06.0X000
WILLIAM ROMAN
DIRECTOR2.02.0X000
FREDERICK THORNE
DIRECTOR2.02.0X000
KATHRYN VECELLIO
DIRECTOR2.06.0X000
EUGENE HILL
DIRECTOR2.02.0X000
SUSAN WILLIAMS
ASSISTANT SECRETARY3.057.0X026861219064
MAUREEN KELLEY
ASSISTANT SECRETARY3.057.0X017238328262
CAROLANN WILLIAMS
CFO & VP FINANCE AND ADMIN3.057.0X036084311502
PETER CHINETTI
VICE-PRES/CFO (UNTIL 9/3/11)0.00.00110893225X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3286603TotalReportableCompFrmRltdOrgs
Total Other Compensation333154TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
CAMBRIDGE ASSOCIATES
125 HIGH STREETBOSTONMA02110INVESTMENT CONSULTNT274496
Bomin Communications Group Inc
283 MYRTLE STREETASHLANDMA01721event planners278107
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Fundraising Events1482101FundraisingEvents
Related Organizations400000RelatedOrganizations
All Other Contributions16087258AllOtherContributions
Noncash Contributions3005470NoncashContributions
Total Contributions17969359TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1286502TotalRevenueColumn
Unrelated Business Revenue45139UnrelatedBusinessRevenue
Exclusion$1,241,363ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities76306279Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities70124947Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities6181332Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column6181332TotalRevenueColumn
Exclusion$6,181,332ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events106205GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1482101CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses455594FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-349389TotalRevenueColumn
Exclusion-$349,389ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionGAIN ON BENEFICIAL INTEREST IN TRUSTSDescription
Total Revenue Column871255TotalRevenueColumn
Exclusion$871,255ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue871255TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column25959059TotalRevenueColumn
Unrelated Business Revenue45139UnrelatedBusinessRevenue
Exclusion$7,944,561ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total13911566Total
Program Services13911566ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total356419Total
Program Services356419ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total626Total
Management And General626ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total35565Total
Management And General35565ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total535409Total
Management And General535409ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6583Total
Program Services5683ProgramServices
Management And General900ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total80131Total
Program Services17419ProgramServices
Management And General62712ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total38677Total
Program Services38677ProgramServices

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
REIMB/MEEI/EMP BENEFITS588335588335
MISCELLANEOUS17589518436157459
FOOD2948929489
BOOKS & SUBSCRIPTIONS38283828

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total15762523Total
Program Services14520540ProgramServices
Management And General1241983ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY204518BOY
EOY863986EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2566040BOY
EOY8943048EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY0BOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY66091601BOY
EOY66930504EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY94052449BOY
EOY107392717EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY17936551BOY
EOY19027781EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY180851159BOY
EOY203158036EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY51125BOY
EOY75317EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY40096586BOY
EOY52701950EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY40147711BOY
EOY52777267EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY52077675BOY
EOY53386061EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY36575900BOY
EOY39271922EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY52049873BOY
EOY57722786EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY140703448BOY
EOY150380769EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY180851159BOY
EOY203158036EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses10196536ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-519215ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5065977CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6228576CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7847609CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8066534CurrentTaxYearMinus1Year
Current Tax Year17869359CurrentTaxYear
Total45078055Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5065977CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6228576CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7847609CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8066534CurrentTaxYearMinus1Year
Current Tax Year17869359CurrentTaxYear
Total45078055Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total4347810AmountsSubstContributorsTotal
Public Support Total17040730245PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1269120CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1216632CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years676409CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1349835CurrentTaxYearMinus1Year
Current Tax Year1241363CurrentTaxYear
Total5753359Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years244740CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33185CurrentTaxYearMinus1Year
Current Tax Year8587CurrentTaxYear
Total286512Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1641648CurrentTaxYearMinus1Year
Current Tax Year871255CurrentTaxYear
Total2512903Total
FieldValueIRS element (for citing)
Total Support53630829TotalSupport
Public Support Pertcentage1700.75946PublicSupportPertcentage170
Public Support Pertcent Prior Year0.71383PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance89724541BeginningOfYearBalance
Contributions2692680Contributions
Investment Earnings Or Losses3521682InvestmentEarningsOrLosses
Other Expenditures7238559OtherExpenditures
Administrative Expenses1495683AdministrativeExpenses
End Of Year Balance87204661EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance86399272BeginningOfYearBalance
Contributions1269332Contributions
Investment Earnings Or Losses6139492InvestmentEarningsOrLosses
Other Expenditures2803513OtherExpenditures
Administrative Expenses1280042AdministrativeExpenses
End Of Year Balance89724541EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60472244BeginningOfYearBalance
Contributions29640100Contributions
Investment Earnings Or Losses1622561InvestmentEarningsOrLosses
Other Expenditures4005052OtherExpenditures
Administrative Expenses1330581AdministrativeExpenses
End Of Year Balance86399272EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60355993BeginningOfYearBalance
Contributions736023Contributions
Investment Earnings Or Losses4138384InvestmentEarningsOrLosses
Other Expenditures3579845OtherExpenditures
Administrative Expenses1178311AdministrativeExpenses
End Of Year Balance60472244EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60792309BeginningOfYearBalance
Contributions993556Contributions
Investment Earnings Or Losses3611396InvestmentEarningsOrLosses
Other Expenditures3713026OtherExpenditures
Administrative Expenses1328242AdministrativeExpenses
End Of Year Balance60355993EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.08553BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.59035PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.32411TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment
Other Land BuildingsOtherLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVSTMNT IN LIMITED PARTNERSHP50086449C
FIXED INCOME INVESTMENTS7880856C
PRIVATE EQUITY23747031
EMERGING MARKET10835402
INFLATION HEDGE5178132
INTERNATIONAL EQUITY9214847
OTHER450000
FieldValueIRS element (for citing)
Total Of Book Value Securities107392717TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
BENEFICIAL INTEREST IN TRUSTS15399928
REMAINDER INTEREST-CHAR TRUST403651
DUE FROM AFFILIATES224202
INTEREST IN PROFESSORSHIP3000000
FieldValueIRS element (for citing)
Total Book Value Other Assets19027781TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
CHAR GIFT ANNUITY & UNITRUST PAYABLE$655,642
DUE TO AFFILIATES$52,046,308
FieldValueIRS element (for citing)
Total Of Amounts52701950TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE D, PART V, LINE 4:THE ENDOWMENT FUNCTIONS TO SUPPORT THE MISSION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY TO PROVIDE SUPERIOR PATIENT CARE AND RESEARCH. THE INCOME FROM THE ENDOWMENT FUNDS ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS USUALLY FOR RESEARCH, EDUCATION AND PATIENT CARE.
SCHEDULE D, PART X, LINE 2:THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. ("THE FOUNDATION") WAS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH ITS AFFILIATED ORGANIZATIONS. THE INCOME TAX FOOTNOTE IS AS FOLLOWS: THE FOUNDATION AND ITS AFFILIATES QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. THE FOUNDATION, INFIRMARY, ASSOCIATES, SCHEPENS AND EMBANKMENT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CIRCLE IS TAX-EXEMPT UNDER 501(C)(25) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THERE WAS NO IMPACT TO THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2013.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the CaribbeanInvestments52740020
East Asia and the PacificProgram Services7811CONFERENCES/EDUCATION
North AmericaProgram Services2241CONFERENCES/EDUCATION
Europe (Including Iceland and Greenland)Program Services15348CONFERENCES/EDUCATION
Middle East and North AfricaProgram Services8328CONFERENCES/EDUCATION
South AsiaProgram Services1317CONFERENCES/EDUCATION
Sub-Saharan AfricaProgram Services1329CONFERENCES/EDUCATION
FieldValueIRS element (for citing)
Subtotal Amount Spent52776394SubtotalAmountSpent
Total Amount Spent52776394TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierTHE ORGANIZATION IDENTIFIES FOREIGN EXPENDITURES SEPERATELY ON ITS BOOKSIdentifier
ExplanationAND RECORDS.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref FundraisingtrueAgreementRefFundraising
Licensed StatesMELicensedStates
Licensed StatesMALicensedStates
Licensed StatesNYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1SENSE-ATIONNameOfEvent1
Gross Receipts Event11068258GrossReceiptsEvent1
Charitable Contributions Event1994353CharitableContributionsEvent1
Gross Revenue Event173905GrossRevenueEvent1
Rent Facility Costs Event117668RentFacilityCostsEvent1
Food And Beverage Event1101763FoodAndBeverageEvent1
Entertainment Event124599EntertainmentEvent1
Other Direct Expenses Event1168292OtherDirectExpensesEvent1
Name Of Event2GOLFNameOfEvent2
Gross Receipts Event2196200GrossReceiptsEvent2
Charitable Contributions Event2163900CharitableContributionsEvent2
Gross Revenue Event232300GrossRevenueEvent2
Food And Beverage Event262720FoodAndBeverageEvent2
Other Direct Expenses Event238060OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events323848GrossReceiptsOtherEvents
Charitable Contrib Other Events323848CharitableContribOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events0FoodAndBeverageOtherEvents
Entertainment Other Events0EntertainmentOtherEvents
Other Direct Expenses Other Events42492OtherDirectExpensesOtherEvents
Gross Receipts Total1588306GrossReceiptsTotal
Charitable Contributions Total1482101CharitableContributionsTotal
Gross Revenue Total Events106205GrossRevenueTotalEvents
Rent Facility Costs Total Events17668RentFacilityCostsTotalEvents
Food And Beverage Total Events164483FoodAndBeverageTotalEvents
Entertainment Total Events24599EntertainmentTotalEvents
Other Direct Expenses Total Events248844OtherDirectExpensesTotalEvents
Direct Expense Summary Events455594DirectExpenseSummaryEvents
Net Income Summary-349389NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
MASSACHUSETTS EYE AND EAR INFIRMARY
243 CHARLES STREETBOSTONMA02114042103591501(C)(3)11505312FMVN/A
MASSACHUSETTS EYE AND EAR ASSOCIATES INC
243 CHARLES STREETBOSTONMA02114222658209501(C)(3)2130156FMVN/A
SCHEPENS EYE RESEARCH INSTITUTE INC
20 STANIFORD STREETBOSTONMA02114042129889501(C)(3)170000FMVN/A
NEW ENGLAND EYE CENTER
800 Washington StreetBostonMA02111043400617501(c)(3)53049FMVN/A
MASS LIONS RESEARCH LAB AT BU
88 East Concord StreetBostonMA02118042103547501(c)(3)53049FMVN/A
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants5TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFREE MEDICAL CARE FOR INDIVIDUALSTypeOfGrant
Number Of Recipients5890NumberOfRecipients
Amount Of Cash Grant356419AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
Description Of Non Cash AssistanceN/ADescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE I, PART I, LINE 2:Identifier
ExplanationTHE FOUNDATION IS THE PARENT OF THE INFIRMARY AND THE MASSACHUSETTS EYE AND EAR ASSOCIATES (THE "ASSOCIATES"), A RELATED GROUP OF TAX-EXEMPT ENTITIES. TRANSFERS ARE MADE BETWEEN THESE GROUPS TO CARRY OUT THE MISSION THEY ARE DEDICATED TO: PATIENT CARE, RESEARCH AND TEACHING. THE BOARD OF DIRECTORS, MANAGEMENT TEAMS, MEDICAL DOCTORS, AND EMPLOYEES, WORK CLOSELY TO MONITOR AND ENSURE THAT THE POLICIES AND PROCEDURES IN PLACE WITH RESPECT TO THESE TRANSFERS ARE BEING CARRIED OUT TO FURTHER THE CHARITABLE CAUSE OF ALL ENTITIES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN R FERNANDEZ
PRESIDENT0640224016966008100132843022198096573500
JOAN W MILLER MD
DIRECTOR0677686085486017833034495021811083731100
JOSEPH B NADOL JR MD
DIRECTOR0685358070882025933034495028259084492700
SUSAN WILLIAMS
ASSISTANT SECRETARY022552902550901757401066008404028767600
MAUREEN KELLEY
ASSISTANT SECRETARY016877103250036206857021405020064500
CAROLANN WILLIAMS
CFO & VP FINANCE AND ADMIN028677507366004080998201520037234500
PETER CHINETTI
VICE-PRES/CFO (UNTIL 9/3/11)00000110893000225011111800

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSCHEDULE J, PART I, LINE 3:Identifier
ExplanationTHE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. ("THE FOUNDATION") DOES NOT HAVE ANY PAID EMPLOYEES. EMPLOYEES OF THE FOUNDATION ARE LEASED FROM THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY"), A RELATED ORGANIZATION. THE INFIRMARY USED A COMPENSATION COMMITTEE, COMPENSATION SURVEY, APPROVAL BY THE BOARD, AND AN INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE COMPENSATION OF THE PRESIDENT. SCHEDULE J, PART I, LINE 4A: IN CONNECTION WITH HIS DEPARTURE EFFECTIVE MAY 1, 2011, PETER CHINETTI RECEIVED 12 MONTHS OF SALARY AND BENEFITS CONTINUATION. SCHEDULE J, PART I, LINE 4B: John Fernandez participates in a Deferred Compensation arrangement with Massachusetts Eye and Ear. Under this agreement, Mr. Fernandez will be credited $120,000 for CALENDAR YEAR 2012. Each annual credit will vest on the fourth anniversary of the date such credit was made or upon (1) the attainment of the age of 65 while employed; (2) termination without cause or resignation for good reason; (3) death; (4) disability; or (5) change of control of MASSACHUSETTS Eye and Ear within the meaning of section 409A of the Internal Revenue Code.Explanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions61NumberOfContributions
Noncash Contribs Rptd F9903005470NoncashContribsRptdF990
Method Of Determining RevenuesHI/LO MEANMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSCHEDULE M, PART I, COLUMN (B)Identifier
ExplanationTHE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanation
FORM 990, PART I, LINE 1 & PART III, LINE 1:THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. ("THE FOUNDATION") IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSE OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, (THE "INFIRMARY") A TAX EXEMPT MEDICAL AND SURGICAL HOSPITAL WHICH PROVIDES PATIENT CARE, RESEARCH AND EDUCATION IN OPHTHALMOLOGY, OTOLARYNGOLOGY AND RELATED SPECIALTIES. THE FOUNDATION RAISES FUNDS, INVESTS FUNDS AND MAKES GRANTS TO THE INFIRMARY.
FORM 990, PART VI, LINE 1A:THE FOUNDATION'S BYLAWS STATE THE FOLLOWING: THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR OF THE BOARD OF DIRECTORS, WHO SHALL CHAIR THE COMMITTEE, THE VICE CHAIR(S) OF THE BOARD OF DIRECTORS, IF ANY, THE SECRETARY, THE TREASURER, THE PRESIDENT OF THE CORPORATION, AND TWO OTHER MEMBERS OF THE BOARD OF DIRECTORS APPOINTED ANNUALLY ON A ROTATING BASIS BY THE BOARD OF DIRECTORS UPON RECOMMENDATION OF THE CHAIR OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL EMERGENCY BUSINESS OF THE CORPORATION DURING THE PERIOD BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ALSO TRANSACT SUCH BUSINESS, PERFORM SUCH DUTIES, AND EXERCISE SUCH POWERS AS MAY BE DIRECTED OR DELEGATED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. THE EXECUTIVE COMMITTEE SHALL KEEP A RECORD OF ITS PROCEEDINGS. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. FORM 990, PART VI, LINE 4: IN DECEMBER 2012, THE ORGANIZATION AMENDED ITS BYLAWS BY INCREASING THE MAXIMUM NUMBER OF ELECTED DIRECTORS FROM 17 TO 19.
FORM 990, PART VI, LINE 11B:THE FOUNDATION'S FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS, LLP USING INFORMATION PREPARED BY MANAGEMENT. AFTER THE FORM 990 IS COMPLETED, IT IS REVIEWED BY THE DIRECTOR FINANCE OPERATIONS OF THE INFIRMARY. THE FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW AND APPROVAL AS AUTHORIZED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS ALSO GIVEN THE FORM 990 FOR REVIEW WITH TIME TO SUBMIT COMMENTS AND QUESTIONS BEFORE FINAL FILING.
FORM 990, PART VI, LINE 12C:ALL EMPLOYEES OF THE FOUNDATION ARE LEASED FROM THE INFIRMARY AND COVERED BY THE INFIRMARY CONFLICT OF INTEREST POLICY. MEMBERS OF THE STAFF ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THEIR CHIEF OF SERVICE, DEPARTMENT AND DIRECTOR OF LABORATORY/UNIT. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY INTERESTS THAT COULD RISE TO CONFLICTS. THE OFFICE OF THE INTERNAL LEGAL COUNSEL OBTAINS AND REVIEWS THE ANNUAL CONFLICTS OF INTEREST STATEMENTS SUBMITTED BY MEMBERS OF THE BOARD OF DIRECTORS, AND REPORTS ON THE SAME TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. WITH RESPECT TO INTERESTS DISCLOSED BY THE BOARD MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, THE INTERNAL LEGAL COUNSEL REVIEWS ALL TRANSACTIONS BETWEEN SUCH INTERESTS AND AFFILIATES OF THE FOUNDATION, TO DETERMINE WHETHER THESE TRANSACTION WERE CONDUCTED AT ARM'S LENGTH.
FORM 990, PART VI, LINE 15:EMPLOYEES ARE LEASED FROM THE INFIRMARY. PLEASE SEE THE INFIRMARY'S RETURN FOR COMPENSATION DISCLOSURES. THE CHAIRMAN OF THE COMPENSATION COMMITTEE OF THE BOARD OF THE MASSACHUSETTS EYE AND EAR INFIRMARY PRESENTS A RECOMMENDATION TO THE COMPENSATION COMMITTEE WHO HAVE FINAL APPROVAL OF THE CEO'S BASE SALARY AND BONUS AMOUNT. THE CEO RECOMMENDS EXECUTIVE SALARIES TO THE COMPENSATION COMMITTEE OF THE BOARD WHICH HAS FINAL AUTHORIZATION TO APPROVE IT. TOTAL COMPENSATION FOR THE CEO, CHIEFS AND VICE PRESIDENTS, INCLUDING BONUS PAYMENTS, INCLUDING COMPARABILITY DATA, IS ANALYZED BY INDEPENDENT COMPENSATION CONSULTANTS AND IS DETERMINED TO BE REASONABLE.
FORM 990, PART VI, LINE 19:SUMMARIZED FINANCIAL STATEMENTS ARE AVAILABLE ON THE INFIRMARY'S WEBSITE: WWW.MASSEYEANDEAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST.
FORM 990, PART VII:COMPENSATION IS FOR PROFESSIONAL SERVICES AND NOT FOR SERVICE AS OFFICERS. THE FOUNDATION LEASES EMPLOYEES FROM THE INFIRMARY. PLEASE SEE THE INFIRMARY'S RETURN FOR COMPENSATION DISCLOSURES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES STREETBOSTONMA02114042103591HOSPITALMA501(C)(3)3FOUNDATIONtrue
MASSACHUSETTS EYE & EAR ASSOCIATES INC
243 CHARLES STREETBOSTONMA02114222658209PATRIENT CAREMA501(C)(3)9FOUNDATIONtrue
EMBANKMENT SERVICES INC
14 DAVID MUGAR WAYBOSTONMA02114043272965SUPPORTMA501(C)(3)11 -TYPE IFOUNDATIONtrue
CIRCLE COMPANY INC
243 CHARLES STREETBOSTONMA02114042801797TITLE HOLDNGMA501(C)(25)N/AFOUNDATIONtrue
SCHEPENS EYE RESEARCH INSTITUTE INC
20 STANIFORD STREETBOSTONMA02114042129889RESEARCHMA501(C)(3)7FOUNDATIONtrue
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
EMBANKMENT SERVICES INC
C100000CASH
MASSACHUSETTS EYE AND EAR INFIRMARY
B11505312CASH
MASSACHUSETTS EYE AND EAR ASSOCIATES INC
B2130156CASH
SCHEPENS EYE RESEARCH INSTITUTE INC
B170000CASH
CIRCLE COMPANY INC
C300000CASH
MASSACHUSETTS EYE AND EAR INFIRMARY
L1755051CASH
MASSACHUSETTS EYE AND EAR INFIRMARY
N0CASH
MASSACHUSETTS EYE AND EAR INFIRMARY
P4300000CASH
MASSACHUSETTS EYE AND EAR INFIRMARY
O588335CASH