CAREGROUP INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CAREGROUP INC (EIN 22-2629185)
Tax period: 2011-10-01 to 2012-09-30
Filed: 2013-08-12
IRS object ID: 201312249349303001
Schema version: 2011v1.5
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
Form 990
Schedule A
Schedule C
Schedule D
Schedule F
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-12T18:33:44-05:00	Timestamp
Tax Period End Date	2012-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	861065772	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 JERICHO PLAZA	AddressLine1
City	JERICHO	City
State	NY	State
ZIP Code	117531681	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	222629185	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CAREGROUP INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CARE	NameControl
Phone	6176671715	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	109 BROOKLINE AVENUE NO 300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN T SZUM	Name
Title	EXECUTIVE VP AND CFO	Title
Phone	6176671715	Phone
Date Signed	2013-08-08	DateSigned
Authorize Third Party	0	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHRISTINE KAWECKI	Name
PTIN	P00743140	PTIN
Phone	5169187000	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOHN T SZUM	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	109 BROOKLINE AVENUE NO 300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	15136075	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.CAREGROUP.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1984	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	SEE SCHEDULE O.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	21	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	1118265	TotalGrossUBI
Net Unrelated Business Txbl Income	3288	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	11087976	ProgramServiceRevenuePriorYear
Program Service Revenue CY	11919654	ProgramServiceRevenueCY
Investment Income Prior Year	351779	InvestmentIncomePriorYear
Investment Income Current Year	321568	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2081950	OtherRevenuePriorYear
Other Revenue Current Year	2558541	OtherRevenueCurrentYear
Total Revenue Prior Year	13521705	TotalRevenuePriorYear
Total Revenue Current Year	14799763	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	4794968	SalariesEtcPriorYear
Salaries Etc Current Year	5014295	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	8722807	OtherExpensePriorYear
Other Expenses Current Year	9781247	OtherExpensesCurrentYear
Total Expenses Prior Year	13517775	TotalExpensesPriorYear
Total Expenses Current Year	14795542	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3930	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	4221	RevenuesLessExpensesCY
Total Assets BOY	86384943	TotalAssetsBOY
Total Assets EOY	86975019	TotalAssetsEOY
Total Liabilities BOY	73907030	TotalLiabilitiesBOY
Total Liabilities EOY	73638754	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	12477913	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	13336265	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	SEE SCHEDULE O.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	14011234	Expense
Revenue	13364151	Revenue
Description	SEE SCHEDULE O.	Description
Total Program Service Expense	14011234	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	1	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	17	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	21	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	0	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JOHN T SZUM	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6176671881	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	109 BROOKLINE AVENUE SUITE 300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
BARKER ESQ THOMAS R
DIRECTOR	5.00	X	0	0	0
DOWN JAMES W
DIRECTOR	5.00	X	0	0	0
GEBHARDT MD MARK C
DIRECTOR (EX-OFFICIO)	5.00	X	0	706504	77228
GOLDSTEIN ALAN R
DIRECTOR	5.00	X	0	0	0
GREEN ESQ KAREN F
DIRECTOR	5.00	X	0	0	0
HESTNES ESQ HAROLD
DIRECTOR & VICE-CHAIR	5.00	X	0	0	0
KAY STEPHEN B
DIRECTOR (EX-OFFICIO)	5.00	X	0	0	0
MALONEY RICHARD J
DIRECTOR (EX-OFFICIO)	5.00	X	0	0	0
MELZER ROBERT M
DIRECTOR & CHAIR	5.00	X	0	0	0
NORKUS MICHAEL
DIRECTOR	5.00	X	0	0	0
SAAL MD A KIM
DIRECTOR	5.00	X	0	58750	0
SIMONS THOMAS
DIRECTOR	5.00	X	0	0	0
STEVENSON HOWARD H
DIRECTOR	5.00	X	0	0	0
STRIEDER HELEN R
DIRECTOR & VICE-CHAIR	5.00	X	0	0	0
WILKINS JOHN P
DIRECTOR	5.00	X	0	0	0
ROBLE ESQ DANIEL
CLERK	30.00		101547	0	0	X
SZUM JOHN
EVP & CFO	60.00		555820	0	88380	X
MONCREIFF JANE
CHIEF INVESTMENT OFFICER, CG	60.00		737096	0	51348		X
CLOUGH JEANETTE G
PRESIDENT & CEO, MAH	60.00		969777	5937	931121			X
LEVY PAUL F
FORMER PRESIDENT & CEO, BIDMC	60.00		874381	0	24725			X
DONOVAN SHAWN
VP - MARKETABLE SECURITIES	60.00		353972	0	28054			X
APPLEYARD JOSEPH
CORP DIR - FINANCIAL PLANNING	60.00		135138	0	43131			X
BOWES GEOFFREY
INVESTMENT ASSOCIATE	60.00		149809	0	3435			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	3877540	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	771191	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1247422	TotalOtherCompensation
Number Individuals GT100 K	8	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	1	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE	BOSTON	MA	02215	PAYROLL & BENEFITS	4354610
DELOITTE & TOUCHE
200 BERKELEY STREET	BOSTON	MA	02116	ACCOUNTING	1196908
KPMG LLP
3 CHESTNUT RIDGE ROAD	MONTVALE	NJ	07645	ACCOUNTING	575913
BATES WHITE LLC
1300 EYE STREET NW SUITE 600	WASHINGTON	DC	20005	LEGAL	190764

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	4	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MANAGEMENT SERVICE FEE	900099	8168682	8168682
POOL LOAN PROGRAM	900099	3750972	3750972

Field	Value	IRS element (for citing)
Total Program Service Revenue	11919654	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	9469	TotalRevenueColumn
Unrelated Business Revenue	3785	UnrelatedBusinessRevenue
Exclusion	$5,684	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	336312	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	336312	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	312099	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	312099	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	312099	TotalRevenueColumn
Unrelated Business Revenue	436	UnrelatedBusinessRevenue
Exclusion	$311,663	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	INVESTMENT MANAGEMENT	Description
Business Code	523000	BusinessCode
Total Revenue Column	2558541	TotalRevenueColumn
Related Or Exempt Function Income	1444497	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1114044	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Other Revenue	2558541	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	14799763	TotalRevenueColumn
Related Or Exempt Function Income	13364151	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1118265	UnrelatedBusinessRevenue
Exclusion	$317,347	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1389963	Total
Program Services	1389963	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2635492	Total
Program Services	2635492	ProgramServices

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	146454	Total
Program Services	146454	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	674841	Total
Program Services	674841	ProgramServices

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	167545	Total
Program Services	167545	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	235092	Total
Management And General	235092	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	549216	Total
Management And General	549216	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1428164	Total
Program Services	1428164	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	39129	Total
Program Services	39129	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	242354	Total
Program Services	242354	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	72709	Total
Program Services	72709	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	4865	Total
Program Services	4865	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	3750972	Total
Program Services	3750972	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	111450	Total
Program Services	111450	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	3296632	Total
Program Services	3296632	ProgramServices

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
DUES& SUBSCRIPTIONS	41467	41467
PARKING	8934	8934
STORAGE	263	263

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	14795542	Total
Program Services	14011234	ProgramServices
Management And General	784308	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1947294	BOY
EOY	1517191	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	879253	BOY
EOY	1717850	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	71130000	BOY
EOY	71130000	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	995008	BOY
EOY	1002832	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1601944	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1601944	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	111450	BOY
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	10965969	BOY
EOY	11136911	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	355969	BOY
EOY	470235	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	86384943	BOY
EOY	86975019	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2777030	BOY
EOY	2508754	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	71130000	BOY
EOY	71130000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	73907030	BOY
EOY	73638754	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	12477913	BOY
EOY	13336265	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12477913	BOY
EOY	13336265	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	86384943	BOY
EOY	86975019	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	4221	ReconcilationRevenueExpenses
Reconcilation Other Changes	854131	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type3 Func Int	X	SupportingOrg509a3Type3FuncInt
Certification Checkbox	X	CertificationCheckbox
Contrib By Controlling Individual	0	ContribByControllingIndividual
Contribution By Related Party	0	ContributionByRelatedParty
Contrib By35 Controlled Entity	0	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (6 entries)

EINEIN	Type Of OrganizationTypeOfOrganization	Listed In Governing DocListedInGoverningDoc	Supported Organization NotifiedSupportedOrganizationNotified	Organized In USOrganizedInUS	AmountAmount
BETH ISRAEL DEACONESS MEDICAL CENTRE
042103881	3	1	1	1	$6,563,580
BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM
043229679	3	1	1	1	$258,266
MOUNT AUBURN HOSPITAL
042103606	3	1	1	1	$2,663,646
NEW ENGLAND BAPTIST HOSPITAL
042103612	3	1	1	1	$1,606,066
HMFP AT BETH ISRAEL DEACONESS MEDICAL CENTRE
222768204	9	1	1	1	$731,500
MEDICAL CARE OF BOSTON MANAGEMENT CORP DBA AFFILIATED PHYSICIANS GROUP
042810972	9	1	1	1	$72,608

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	6	TotalNumberOfSupportedOrgs
Sum Of Amounts	11895666	SumOfAmounts

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	0	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	0	DirectContactLegislators
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	1	OtherActivities
Total Lobbying Expenditures IIB	0	TotalLobbyingExpendituresIIB

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	EXPLANATION OF LOBBYING ACTIVITIES:	Identifier
Return Reference	PART II-B, LINE 1:	ReturnReference
Explanation	AS PREVIOUSLY NOTED, CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). OCCASIONALLY, BIDMC MAY HAVE ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF CAREGROUP, INC. AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, FROM TIME TO TIME CAREGROUP, INC. PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. TOTAL LOBBYING EXPENDITURES ON BEHALF OF CAREGROUP, INC. WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.	Explanation

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1601944	OtherCostOrOtherBasis
Depreciation	1601944	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	CAREGROUP INVESTMENT PARTNERSHIP	Description
Book Value	11136911	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	11136911	TotalOfBookValueSecurities
Total Revenue	14799763	TotalRevenue
Total Expenses	14795542	TotalExpenses
Excess Or Deficit For Year	4221	ExcessOrDeficitForYear
Net Unrealized GL On Investments	858352	NetUnrealizedGLOnInvestments
Other	-$4,221	OtherAmount
Total Adjustments	854131	TotalAdjustments
Excess Or Deficit Per FS	858352	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	2493805000	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	634946	NetUnrealizedGainsInvestments
Other Revenues	2478374512	OtherRevenues
Revenue Not Rptd F990	2479009458	RevenueNotRptdF990
Revenue Subtotal	14795542	RevenueSubtotal
Other Revenues Not Included	4221	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	4221	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	14799763	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2349669000	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	2334873458	OtherExpensesIncluded
Expenses Not Rptd F990	2334873458	ExpensesNotRptdF990
Expenses Subtotal	14795542	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	14795542	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	ExplanationExplanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:	CAREGROUP INVESTMENT PARTNERSHIP INCOME -4,221.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET OF ELIMINATIONS 2,478,038,200. EXPENSES ASSOCIATED WITH REAL ESTATE RENTAL 336,312.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	CAREGROUP INVESTMENT PARTNERSHIP GAIN/(LOSSES) 4,221.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET OF ELIMINATIONS 2,334,537,146. EXPENSES ASSOCIATED WITH REAL ESTATE RENTAL 336,312.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
CENTRAL AMERICA & THE CARIBBEAN	PROGRAM SERVICES	JOINTLY OWNED FOREIGN INSURANCE	7166429
CENTRAL AMERICA & THE CARIBBEAN	INVESTMENTS		3497886
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS		12930

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	10677245	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	10677245	TotalAmountSpent
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Return Reference	SCHEDULE F PART IV - FOREIGN FORMS	ReturnReference
Explanation	ALTHOUGH CAREGROUP WAS AN INDIRECT TRANSFEROR OF FUNDS TO A FOREIGN CORPORATION DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN OF A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	0	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	1	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GEBHARDT MD MARK C
0	690618	0	0	0	15886	0	57704	0	19524	0	783732	0	0
SZUM JOHN
409194	0	98800	0	47826	0	53705	0	34675	0	644200	0	0	0
MONCREIFF JANE
468433	0	205000	0	63663	0	12250	0	39098	0	788444	0	0	0
CLOUGH JEANETTE G
510560	0	410926	988	48291	4949	433356	475618	22147	0	1425280	481555	0	0
LEVY PAUL F
82000	0	0	0	792381	0	6667	0	18058	0	899106	0	0	0
DONOVAN SHAWN
288718	0	65000	0	254	0	0	0	28054	0	382026	0	0	0
APPLEYARD JOSEPH
129368	0	0	0	5770	0	16073	0	27058	0	178269	0	0	0
BOWES GEOFFREY
134727	0	15000	0	82	0	675	0	2760	0	153244	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART I, LINE 1A	EXPLANATORY FOOTNOTES AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN CAREGROUP FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 IS CALENDAR YEAR 2011 DETAIL. GROSS-UP PAYMENTS AS NOTED BELOW, CAREGROUP, INC. (CAREGROUP) IS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ANNUITY RETIREMENT PLAN. INDIVIDUALS WHO QUALIFY AS PARTICIPANTS IN THIS PLAN, RECEIVE CURRENTLY TAXABLE INCOME, A PORTION OF WHICH IS DEFINED AS A GROSS-UP PAYMENT PURSUANT TO THE PLAN DOCUMENT.
PART I, LINES 4A-B	SCHEDULE J - PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED IN THIS FILING, PAUL LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) UNTIL FEBRUARY 2, 2011. AFTER MR. LEVY CEASED TO HOLD THESE POSITIONS, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. SCHEDULE J - PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS NOTED ABOVE, DURING THE 2011 CALENDAR YEAR, CAREGROUP WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN WHICH, UNDER THE DEFINITIONS TO THIS FORM 990, IS CONSIDERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PARTICIPANTS RECEIVED BOTH CURRENTLY TAXABLE AND DEFERRED BENEFITS FROM THIS PLAN AND ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. CAREGROUP IS ALSO A PARTICIPATING EMPLOYER IN THE IRC SEC. 457 PLAN MAINTAINED BY THE MEDICAL CENTER. PURSUANT TO THE PLAN DESIGN, ELIGIBLE EMPLOYEES CAN DEFER PART OF THEIR COMPENSATION. THIS PLAN IS STRICTLY EMPLOYEE FUNDED WITH NO EMPLOYER DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. AMOUNTS DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990.
PART I, LINE 7	NON-FIXED PAYMENTS THE CAREGROUP EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS.
PART III	SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; EARNED TIME CASHED; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR, AS DENOTED BY THE LISTED TITLES. BETH ISRAEL DEACONESS MEDICAL CENTER AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS BIDMC AND HMFP RESPECTIVELY. BARKER, ESQ., THOMAS R. DIRECTOR - CAREGROUP, INC. MR. BARKER DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DOWN, JAMES W. DIRECTOR - CAREGROUP, INC. MR. DOWN DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. GEBHARDT, M.D., MARK C. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. DIRECTOR AND CHAIRMAN OF ORTHOPEDIC SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF ORTHOPEDIC SURGERY -BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT - BETH ISRAEL DEACONESS ORTHOPEDIC SURGERY FOUNDATION FREDERIC W. & JANE M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. GEBHARDT DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. GEBHARDT PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. GEBHARDT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GEBHARDT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 345,309 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,943 DEFERRED COMPENSATION: 28,852 NON-TAXABLE BENEFITS: 9,762 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 345,309 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,943 DEFERRED COMPENSATION: 28,852 NON-TAXABLE BENEFITS: 9,762 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. GEBHARDT'S POSITION AS CHAIR OF THE HMFP DEPARTMENT OF ORTHOPEDIC SURGERY AND FREDERIC W. & JAMES M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY, HARVARD MEDICAL SCHOOL: $81,793 BASE AND OTHER REPORTABLE COMPENSATION, $8,704 DEFERRED COMPENSATION AND $19,284 NON-TAXABLE BENEFITS. GOLDSTEIN, ALAN R. DIRECTOR - CAREGROUP, INC. DIRECTOR (BOARD CHAIR) AND TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP MR. GOLDSTEIN DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE.TO THE REPORTING ORGANIZATION. GREEN, ESQ., KAREN F. DIRECTOR - CAREGROUP, INC. MS. GREEN DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. HESTNES, ESQ., HAROLD DIRECTOR & VICE-CHAIR - CAREGROUP, INC. MR. HESTNES DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. KAY, STEPHEN B. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. DIRECTOR AND BOARD CHAIR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. KAY DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MALONEY, RICHARD J. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. DIRECTOR AND BOARD CHAIR - NEW ENGLAND BAPTIST HOSPITAL MR. MALONEY DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MELZER, ROBERT M. DIRECTOR & CHAIR - CAREGROUP, INC. DURING THE PERIOD COVERED BY THIS FILING, MR. MELZER DEVOTED, ON AVERAGE, 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION. NORKUS, MICHAEL DIRECTOR - CAREGROUP, INC. MR. NORKUS DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. SAAL, M.D., A. KIM DIRECTOR - CAREGROUP, INC. CHIEF, DIVISION OF CARDIOLOGY - MOUNT AUBURN HOSPITAL DR. SAAL DEVOTES, ON AVERAGE, A COMBINED 15 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 58,750 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY MOUNT AUBURN HOSPITAL FOR THE 2011 CALENDAR YEAR INCLUDES $58,750 PAID TO DR. SAAL BY MOUNT AUBURN CARDIOLOGY ASSOCIATES AND RELATED TO DR. SAAL'S POSITION AS CHIEF OF THE DIVISION OF CARDIOLOGY AT MOUNT AUBURN HOSPITAL. SIMONS, THOMAS DIRECTOR - CAREGROUP, INC. TRUSTEE & BOARD CHAIR - MOUNT AUBURN HOSPITAL MR. SIMONS DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STEVENSON, HOWARD H. DIRECTOR - CAREGROUP, INC. TRUSTEE - MOUNT AUBURN HOSPITAL TRUSTEE - MOUNT AUBURN PROFESSIONAL SERVICES MR. STEVENSON DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STRIEDER, HELEN R. DIRECTOR & VICE-CHAIR - CAREGROUP, INC. TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MS. STRIEDER DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. WILKINS, JOHN P. DIRECTOR - CAREGROUP, INC. HONORARY TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. WILKINS DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. ROBLE, ESQ., DANIEL VICE PRESIDENT, GENERAL COUNSEL AND CLERK - CAREGROUP, INC. MR. ROBLE COMMENCED HIS ROLE AS THE CAREGROUP CLERK ON AUGUST 10, 2011. MR. ROBLE DEVOTES, ON AVERAGE, 40 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP BASE COMPENSATION: 101,547 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY CAREGROUP FOR THE 2011 CALENDAR YEAR INCLUDES $101,547 PAID TO MR. ROBLE BY ROPES & GRAY AND RELATED TO MR. ROBLE'S POSITION AS GENERAL COUNSEL AND CLERK AT CAREGROUP. SZUM, JOHN T. EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER - CAREGROUP, INC. TREASURER, CAREGROUP, INC. MR. SZUM DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY CAREGROUP, INC. BASE COMPENSATION: 409,194 BONUS AND INCENTIVE COMPENSATION: 98,800 OTHER REPORTABLE COMPENSATION: 47,826 DEFERRED COMPENSATION: 53,705 NON-TAXABLE BENEFITS: 34,675 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. SZUM INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,188. DEFERRED COMPENSATION REPORTED BY CAREGROUP INCLUDES A CONTRIBUTION TO MR. SZUM'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) AND A CHANGE IN VALUE OF THAT SERP ACCOUNT DURING THE 2011 CALENDAR YEAR IN THE COMBINED AMOUNT OF $41,455. UNDER ORDINARY CIRCUMSTANCES THE SERP DOES NOT VEST UNTIL 2022.	SUPPLEMENTAL INFORMATION
PART III	MONCREIFF, JANE SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER - CAREGROUP, INC. MS. MONCREIFF DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 468,433 INCENTIVE COMPENSATION: 200,500 OTHER REPORTABLE COMPENSATION: 63,663 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 39,098 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. MONCREIFF INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,188. CLOUGH, JEANETTE G. PRESIDENT & CHIEF EXECUTIVE OFFICER - MOUNT AUBURN HOSPITAL PRESIDENT & CHIEF EXECUTIVE OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES MS. CLOUGH DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE RELATED ENTITIES FOR THE POSITIONS LISTED HERE. IN HER POSITIONS AS PRESIDENT & CHIEF EXECUTIVE OFFICER FOR MOUNT AUBURN HOSPITAL (MAH) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MS. CLOUGH RECEIVES PAYMENTS DIRECTLY FROM MAH AS WELL AS FROM CAREGROUP, THE SOLE MEMBER OF MAH, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND A SUPPORT ORGANIZATION OF MAH. ADDITIONALLY, MS. COUGH PERFORMS SERVICES FOR BOTH MAH AND MAPS BUT NOT DIRECTLY FOR CAREGROUP AND HER COMPENSATION IS FURTHER OUTLINED BELOW. PAYMENTS MADE BY CAREGROUP AND REPORTED BY MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 510,560 INCENTIVE COMPENSATION: 410,926 OTHER REPORTABLE COMPENSATION: 48,291 DEFERRED COMPENSATION: 433,356 NON-TAXABLE BENEFITS: 22,147 PAYMENTS MADE BY MOUNT AUBURN HOSPITAL AND REPORTED BY MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 988 OTHER REPORTABLE COMPENSATION: 4,949 DEFERRED COMPENSATION: 475,618 NON-TAXABLE BENEFITS: 0 INCENTIVE COMPENSATION REPORTED FOR THE 2011 CALENDAR YEAR INCLUDES 1) PAYMENTS IN 2011 PURSUANT TO A LONG TERM INCENTIVE PLAN RELATED TO MOUNT AUBURN HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2010 IN THE AMOUNT OF $214,207 AND 2) A PAYMENT PURSUANT TO AN ANNUAL INCENTIVE PLAN RELATED TO THE FISCAL YEAR ENDED SEPTEMBER 30, 2010 IN THE AMOUNT OF $196,719. AS REQUIRED BY THIS FORM 990, THESE INCENTIVE COMPENSATION PAYMENTS WERE REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR FORM 990. DEFERRED COMPENSATION REPORTED BY MOUNT AUBURN HOSPITAL FOR THE 2011 CALENDAR YEAR INCLUDES AN ACTUARIAL CHANGE IN THE PROJECTED BENEFIT OBLIGATION OF MS. CLOUGH'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) OF $457,600. THE SERP DOES NOT VEST UNTIL MS. CLOUGH REACHES AGE 62. DEFERRED COMPENSATION REPORTED FOR THE 2011 CALENDAR YEAR ALSO INCLUDES TWO INCENTIVE PAYMENTS RELATED TO THE SERVICES MS. CLOUGH PERFORMED DURING MOUNT AUBURN'S FISCAL YEAR ENDED SEPTEMBER 30, 2011 BUT WHICH WERE NOT PAID TO MS. CLOUGH UNTIL AFTER DECEMBER 31, 2011 -- ONE IN THE AMOUNT OF $219,562 RELATED TO AN ANNUAL INCENTIVE PLAN, AND ANOTHER FOR $219,562 RELATED TO A LONG TERM INCENTIVE PLAN. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. CLOUGH INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,188. ADDITIONALLY, OTHER REPORTABLE COMPENSATION IN THE AMOUNT OF $17,488 WAS REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR FORM 990, AS REQUIRED. LEVY, PAUL F. FORMER DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) UNTIL FEBRUARY 2, 2011. MR. LEVY DEVOTED, ON AVERAGE, 60 HOURS PER WEEK FOR THE POSITION LISTED HERE. IN HIS POSITION AS PRESIDENT & CEO FOR BIDMC AND FOR HIS SERVICES PROVIDED IN THESE ROLES, MR. LEVY RECEIVED PAYMENTS DIRECTLY FROM BIDMC AS WELL AS FROM CAREGROUP, INC. (CAREGROUP) THE SOLE MEMBER OF BIDMC, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND A SUPPORT ORGANIZATION OF BIDMC. ADDITIONALLY, MR. LEVY PERFORMED SERVICES FOR BIDMC BUT NOT DIRECTLY FOR CAREGROUP AND HIS COMPENSATION IS FURTHER OUTLINED BELOW. PAYMENTS MADE BY CAREGROUP AND REPORTED BY BIDMC: BASE COMPENSATION: 82,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 571 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS MADE BY BETH ISRAEL DEACONESS MEDICAL CENTER AND REPORTED BY BIDMC BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 791,810 DEFERRED COMPENSATION: 6,667 NON-TAXABLE BENEFITS: 18,058 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. LEVY INCLUDED SALARY CONTINUATION PAYMENTS PAID DURING THE CALENDAR YEAR 2011 IN THE AMOUNT OF $779,467 AND COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $18,325 DONOVAN, SHAWN VICE PRESIDENT, MARKETABLE SECURITIES - CAREGROUP, INC. MR. DONOVAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 288,718 INCENTIVE COMPENSATION: 65,000 OTHER REPORTABLE COMPENSATION: 254 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 28,054 APPLEYARD, JOSEPH DIRECTOR, CORPORATE FINANCE - CAREGROUP, INC. MR. APPLEYARD DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 129,368 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,770 DEFERRED COMPENSATION: 16,073 NON-TAXABLE BENEFITS: 27,058 BOWES, GEOFFREY INVESTMENT ASSOCIATE - CAREGROUP, INC. MR. BOWES DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 134,727 INCENTIVE COMPENSATION: 15,000 OTHER REPORTABLE COMPENSATION: 82 DEFERRED COMPENSATION: 675 NON-TAXABLE BENEFITS: 2,760	SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MA DEVELOPMENT FINANCE AGENCY
043431814	NONEAVAIL	2012-07-11	49910000	REFUND ISSUES DATED 2/11/1998	0	0	0
MA DEVELOPMENT FINANCE AGENCY
043431814	NONEAVAIL	2011-09-15	120280000	REFUND ISSUES DATED 2/11/1998	0	0	0
MA HLTH & ED FAC AUTH
042456011	57586C3S2	2008-06-09	377527010	REFUND ISSUES DATED 1/19/1989; 9/23/1992;8/12/2004	0	0	0
MA HLTH & ED FAC AUTH
042456011	57586CDK8	2004-08-12	187125000	REFUND ISSUES DATED 9/23/1992; 11/9/1994	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Other Spent ProceedsOtherSpentProceeds	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount RetiredAmountRetired	Amount In Reserve FundAmountInReserveFund	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Credit EnhancementCreditEnhancement
49910000	368094	49541906	1	1	1
120280000	290672	119989328	1	1	1	9485000
378911689	3929290	213068927	1	0	1	48320000	27356617	134556855	2011
187125000	1796643	177336630	1	1	1	149125000				7991727

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	0	OwningBondFinancedProperty
Any Lease Arrangements	1	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	1	MngmentCntrctBondFinancdPrprty
Engage Bond Counsel Contracts	1	EngageBondCounselContracts
Any Research Agreements	0	AnyResearchAgreements
Prcntge Prvt Business Use By Others	0.00600	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0.00100	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0.00700	TotalPrivateBusinessUse
Post Issuance Compliance Procdrs	1	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated
(no name)
0	0	0	0	0	0
(no name)
0	0	0	0	0	0
(no name)
0	0	0	0	0	0
CITI BANK
0	1	1	0	0	0	0	1

Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
SCHEDULE K - EXPLANATORY STATEMENT	CAREGROUP, INC., (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED THAT SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES PHYSICIAN GROUPS AND AFFILIATED ENTITIESOTHER CAREGIVERS. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG). THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER) REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000.
SCHEDULE K PART 1F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE	PURPOSES OF CAREGROUP SERIES E BONDS: - TO FINANCE OR REFINANCE VARIOUS RENOVATION AND CONSTRUCTION PROJECTS AND CAPITAL EQUIPMENT ACQUISITIONS FOR THE MEDICAL CENTER - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR MAH'S NEW AND EXPANDED FACILITIES WITH APPROXIMATELY 250,000 SQUARE FEET OF NEW AND RENOVATED SPACE TO INCLUDE: A NEW SIX-STORY ACUTE CARE FACILITY TO SUPPORT ADDITIONAL CRITICAL CARE AND MEDICAL /SURGICAL BEDS, EXPANDED OPERATING ROOMS AND INTERVENTIONAL RADIOLOGY ROOMS AND A NEW PARKING GARAGE - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR NEBH'S MASTER FACILITY PLAN, INCLUDING A NEW ATRIUM OF APPROXIMATELY 2,740 SQUARE FEET, A PRE-OPERATIVE AND POST ANESTHESIA UNIT OF APPROXIMATELY 14, 310 SQUARE FEET, CONSTRUCTION OF A CENTRAL STERILE SUPPLY AREA OF APPROXIMATELY 8,290 SQUARE FEET AND CONSTRUCTION OF NEW OPERATING ROOMS OF APPROXIMATELY 18,615 SQUARE FEET; - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR BID-NEEDHAM'S NEW AND EXPANDED FACILITIES INCLUDING AN APPROXIMATELY 59,000 SQUARE FOOT PROJECT ON TWO FLOORS TO RENOVATE AND EXPAND SERVICES IN THE EMERGENCY DEPARTMENT, INPATIENT UNITS, RADIOLOGY DEPARTMENT AND ASSOCIATED SUPPORT SERVICES; - TO REFINANCE $201,975,000 OF DEBT PREVIOUSLY ISSUED BY MEMBERS OF THE OBLIGATED GROUP, INCLUDING $138,075,000 OF THE CAREGROUP SERIES C BONDS DESCRIBED BELOW. PURPOSES OF CAREGROUP SERIES D BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MAH SERIES B BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES C BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE BETH ISRAEL HOSPITAL ASSOCIATION SERIES G BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES F BONDS: - REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 PURPOSES OF CAREGROUP SERIES G BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012
SCHEDULE K PART II LINE 8	THE PROJECTS FINANCED AND/OR REFINANCED WITH TAX-EXEMPT BOND FINANCED WERE COMPLETED, ON VARIOUS DATES.	YEAR OF SUBSTANTIAL COMPLETION OF PROJECT(S)
	SCHEDULE K PART II, LINE 11, COLUMNS A,B & D THE AMOUNT OF OTHER SPENT PROCEEDS RELATES TO THE REFUNDING PROCEEDS OF THE ISSUES. SCHEDULE K PART II, LINE 11, COLUMN C OF THE PROCEEDS LISTED, $8,993,760 WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER USED FOR REFUNDING PURPOSES OF THE ISSUE. SCHEDULE K PART III QUESTIONS 2 AND 3: FACILITIES FINANCED WITH TAX-EXEMPT BONDS ARE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, HMFP, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MOUNT AUBURN HOSPITAL, MOUNT AUBURN PROFESSIONAL SERVICES AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2012 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING. SCHEDULE K PART V - WRITTEN PROCEDURES CAREGROUP IS CURRENTLY IN THE PROCESS OF ADOPTING A FORMAL WRITTEN POLICY WHICH WILL ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE. IN THE MEANTIME, THE MEDICAL CENTER AND EACH MEMBER OF THE CAREGROUP OBLIGATED GROUP MONITORS USES OF ITS TAX-EXEMPT FINANCED FACILITIES IN CONJUNCTION WITH THE CAREGROUP, INC. TAX DEPARTMENT AND BOND COUNSEL.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
CRICORMF CRICOVT
R.MELZER - DIRECTOR	32792456	SEE SCHEDULE O	0
CRICORMF CRICOVT
H. HESTNES - DIRECTOR	32792456	SEE SCHEDULE O	0
FOLEY & LARDNER LLP
JM WAXMAN - CLERK	265033	SEE SCHEDULE O	0

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	SCHEDULE L PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS	Identifier
Explanation	ROBERT MELZER SERVED AS A MEMBER OF THE CAREGROUP BOARD OF DIRECTORS AND AS A MEMBER OF THE BOARD OF THE RISK MANAGEMENT FOUNDATION OF THE HARVARD MEDICAL INSTITUTIONS, INC. (CRICO/RMF) FOR THE PERIOD COVERED BY THIS FILING. IN ADDITION, HAROLD HESTNES, WHO SERVES ON THE CAREGROUP BOARD OF DIRECTORS, SERVED ON THE CRICO/RMF BOARD THROUGH NOVEMBER 17, 2011. ALLAN BUFFERD, TREASURER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) FOR WHICH CAREGROUP SERVES AS THE SOLE MEMBER, IS THE BOARD CHAIRMAN OF THE RISK MANAGEMENT FOUNDATION OF THE HARVARD MEDICAL INSTITUTIONS, INC. (CRICO/RMF), CONTROLLED RISK INSURANCE COMPANY, LTD (CRICO CAYMAN) AND CONTROLLED RISK INSURANCE COMPANY OF VERMONT, INC, (A RISK RETENTION GROUP) (CRICO VERMONT). CRICO/VT IS A WHOLLY-OWNED SUBSIDIARY OF CRICO/RMF. HE ALSO CURRENTLY SITS ON THE BOSTON CHILDREN'S HOSPITAL BOARD. IN ADDITION, KEVIN TABB, BIDMC PRESIDENT AND CHIEF EXECUTIVE OFFICER, COMMENCED HIS ROLE ON THE CRICO/RMF BOARD ON NOVEMBER 18, 2011.CAREGROUP, THE PARENT ENTITY AND A SUPPORTING ORGANIZATION OF BIDMC, BIDN, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, IS A CRICO/CAYMAN SHAREHOLDER AND CRICO/RMF MEMBER AND THROUGH CAREGROUP, THESE ENTITIES PURCHASE PHYSICIAN PROFESSIONAL LIABILITY INSURANCE AND GENERAL LIABILITY INSURANCE. FOR THE PERIOD COVERED BY THIS FILING, THESE ENTITIES COMBINED PAID $32,792,456 TO CRICO AND RMF FOR THIS INSURANCE COVERAGE. ALL CRICO/RMF AND CRICO/CAYMAN SHAREHOLDERS ARE ENTITIES EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND AMOUNTS RELATED TO CRICO/CAYMAN HAVE BEEN REPORTED ON SCHEDULE F, STATEMENT OF ACTIVITIES OUTSIDE THE UNITED STATES, FOR CAREGROUP INC. AND ITS AFFILIATES AS REQUIRED BY FORM 990. DANIEL ROBLE, ESQ. COMMENCED HIS ROLE AS THE CAREGROUP CLERK ON AUGUST 10, 2011 AND COMMENCED HIS ROLE AS A CAREGROUP EMPLOYEE AND GENERAL COUNSEL ON JANUARY 1, 2012. PRIOR TO COMMENCING EMPLOYMENT AT CAREGROUP, ATTORNEY ROBLE WAS A PARTNER AT ROPES & GRAY, LLP. ROPES & GRAY PROVIDED LEGAL SERVICES TO CAREGROUP DURING THE PERIOD COVERED BY THIS FILING AND PAYMENTS PAID FOR THESE SERVICES TOTALED $265,033. RATES FOR THESE SERVICES PROVIDED WERE STANDARD RATES AND ARE COMPETITIVE WITH THOSE OF SIMILAR LAW FIRMS.CAREGROUP MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, CAREGROUP MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE CAREGROUP CONFLICT OF INTEREST POLICY.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (14 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
MISSION STATEMENT	FORM 990, PART I, LINE 1 AND PART III, LINE 1:	THE PURPOSE OF CAREGROUP, INC. (CAREGROUP) IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). BIDMC IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP (APG) AND BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON). IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES. CAREGROUP ALSO SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH), WHICH IN TURN SERVE AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), RESPECTIVELY. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES.
EXEMPT PURPOSE ACHIEVEMENTS	FORM 990, PART III, LINE 4A:	AS A SUPPORT AND MANAGEMENT OVERSEEING THE FINANCIAL WELL-BEING OF ITS AFFILIATED ENTITIES CAREGROUP PROVIDES, AMONG OTHER THINGS, MANAGEMENT LEADERSHIP, DEBT STRUCTURING SUPPORT, INVESTMENT MANAGEMENT FOR THE ENDOWMENT ASSETS, FINANCING OF CAPITAL PROJECTS THROUGH ITS POOLED AND OBLIGATED GROUP DEBT, AND FINANCIAL SUPPORT SERVICES, INCLUDING INTERNAL AUDIT AND TAX SERVICES FOR THE CONSOLIDATED NETWORK OF ENTITIES. IN ADDITION, CAREGROUP HAS PARTICIPATED IN THE DEVELOPMENT OF HEALTH RELATED VENTURES AND PARTNERSHIPS AND GENERALLY SUPPORTS THE DELIVERY OF HEALTHCARE SERVICES, RESEARCH AND TEACHING SERVICES THROUGHOUT THE NETWORK. ALL OF THESE ACTIVITIES FURTHER BOTH THE EXEMPT PURPOSES OF CAREGROUP AND THE ENTITIES WHICH IT SUPPORTS.
INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTIO	PART IV, QUESTION 24B:	PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS.
STATEMENT REGARDING AUDITED FINANCIAL STATEMENTS	PART IV, QUESTION 12:	THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CAREGROUP AND AFFILIATES CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR FISCAL YEAR ENDED SEPTEMBER 30, 2012. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ACCOUNTS OF CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND ITS AFFILIATES, MOUNT AUBURN HOSPITAL AND ITS AFFILIATE, AND NEW ENGLAND BAPTIST HOSPITAL AND ITS AFFILIATE.
STATEMENT REGARDING PAYROLL	PART V, QUESTION 2A:	BETH ISRAEL DEACONESS MEDICAL CENTER, INC. SERVES AS THE COMMON PAY AGENT FOR CAREGROUP, INC. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2011 FORM 990, CAREGROUP IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY CAREGROUP.
	FORM 990, PART VI, SECTION A, LINE 2	THE FOLLOWING CAREGROUP OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES HAVE BUSINESS AND FAMILY RELATIONSHIPS: STEPHEN KAY AND ROBERT MELZER - BUSINESS RELATIONSHIP AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, CAREGROUP, INC. (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). BIDMC IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP (APG) AND BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON). IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES. CAREGROUP ALSO SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH), WHICH IN TURN SERVE AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), RESPECTIVELY. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN EMPLOYMENT RELATIONSHIP ONE OR MORE ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
	FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS REVIEWED BY THE CAREGROUP PROGRAM DIRECTOR, TAXATION AND THE CAREGROUP EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. THE RETURN IS ALSO REVIEWED AND SIGNED BY DELOITTE TAX, LLP. THE COMPLETE FORM 990 IS PRESENTED TO THE CAREGROUP AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS ALSO PROVIDED TO EACH MEMBER OF THE CAREGROUP BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
	FORM 990, PART VI, SECTION B, LINE 12C	CAREGROUP, INC. HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS WHICH MAY RESULT IN A CONFLICT OF INTEREST. IN ADDITION, ANY INDIVIDUAL WHO COMMENCES A TERM AS AN OFFICER, DIRECTOR OR KEY EMPLOYEE IS REQUIRED TO COMPLETE THE ANNUAL CONFLICT DISCLOSURE AT THE TIME SUCH POSITION COMMENCES. THE CAREGROUP CHIEF OF STAFF COLLECTS THE RESPONSES AND PROVIDES THEM TO THE CAREGROUP EXECUTIVE COMMITTEE WHICH REVIEWS POSITIVE RESPONSES FOR ULTIMATE DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW AND ACTION THROUGH THE EXECUTIVE COMMITTEE WORKING WITH THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. PURSUANT TO THE CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. A SUMMARY OF THE ANNUAL CONFLICT OF INTEREST PROCESS IS PROVIDED TO THE CAREGROUP AUDIT COMMITTEE. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUES A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE CAREGROUP BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE CAREGROUP TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 PART VI QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES AND FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES.
	FORM 990, PART VI, SECTION B, LINE 15	CAREGROUP HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. FOR THE PERIOD COVERED BY THIS FILING, THE COMPENSATION COMMITTEE ("COMMITTEE") ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CAREGROUP EXECUTIVE VICE PRESIDENT / CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER. IN SETTING COMPENSATION, THE COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS/STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMMITTEE RECOMMENDED THE REVIEWED PACKAGES WHICH WERE SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES.
	FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: CAREGROUP, INC. 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215
WRITTEN WHISTLEBLOWER POLICY	PART VI, SECTION B, LINE 13	AS PREVIOUSLY NOTED, CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). CAREGROUP HAS NOT PREVIOUSLY ADOPTED ITS OWN WRITTEN WHISTLEBLOWER POLICY; HOWEVER, THE CAREGROUP CORPORATE OFFICES ARE CO-LOCATED WITH THE BIDMC LEGAL DEPARTMENT AND OFFICE OF COMPLIANCE AND BIDMC HAS A WRITTEN WHISTLEBLOWER POLICY WHICH CAREGROUP INFORMALLY USES FOR GUIDANCE.
WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY	PART VI SECTION B LINE 14	AS PREVIOUSLY NOTED, CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). CAREGROUP HAS NOT PREVIOUSLY ADOPTED ITS OWN WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, THE CAREGROUP CORPORATE OFFICES ARE CO-LOCATED WITH THE BIDMC LEGAL DEPARTMENT AND OFFICE OF COMPLIANCE AND BIDMC HAS A WRITTEN RECORDS MANAGEMENT POLICY WHICH CAREGROUP INFORMALLY USES FOR GUIDANCE.
CHANGES IN NET ASSETS OR FUND BALANCES:	FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 858,352. CAREGROUP INVESTMENT PARTNERSHIP INCOME -4,221. TOTAL TO FORM 990, PART XI, LINE 5: 854,131.
FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT	PART XII, QUESTION 2B, 2C AND 2D	AS PREVIOUS REPORTED IN THIS FILING, CAREGROUP, INC. IS A PUBLIC CHARITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, THE FINANCIAL RECORDS OF CAREGROUP, INC. ARE AUDITED EACH YEAR AS PART OF THE CAREGROUP, INC. AND AFFILIATES CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS IS MONITORED AND REVIEWED INTERNALLY BY THE CAREGROUP, INC. AUDIT COMMITTEE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (32 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg	Direct Controlling Entity NADirectControllingEntityNA
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVE	BOSTON	MA	02215	320058309	TO PROVIDE EMERGENCY MEDICAL SERVICES	MA	501(C)(3)	LINE 11A, I	HARVARD MED FAC PHYS AT BIDMC	0
BI ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042997215	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042776678	INACTIVE CORPORATION	MA	501(C)(3)	LINE 7		0	N/A
BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	043079630	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	208253452	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	043030397	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	204974585	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
110 FRANCIS STREET	BOSTON	MA	02215	020671240	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT ST	NEEDHAM	MA	02492	043229679	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.	MA	501(C)(3)	LINE 3	BETH ISRAEL DEACONESS MEDICAL CENTER INC	0
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	042103881	THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA	MA	501(C)(3)	LINE 3	CAREGROUP INC	0
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
300 LONGWOOD AVE	BOSTON	MA	02215	043200113	OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MA	MA	501(C)(3)	LINE 11A, I		0	N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042794855	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	043117601	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	222548374	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042571853	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
CARDIOVASCULAR ASSOC PHYS OF HMFP AT BIDMC INC
185 PILGRIM ROAD BOST	BOSTON	MA	02215	043208878	SPECIALIZED CARDIOVASCULAR MED SVCS TO PATIENTS OF CARDIO VSUCAL INSTITUTES	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
CARL J SHAPIRO INSTITUTE
330 BROOKLINE AVE	BOSTON	MA	02215	043326928	DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH	MA	501(C)(3)	LINE 11A, I		0	N/A
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
C/O HARVARD MED SCH 401 PARK DR	BOSTON	MA	02215	043242952	PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	LINE 11A, I	HMFP AT BIDMC	0
JOSLIN CLINIC INC
ONE JOSLIN PLACE	BOSTON	MA	02215	222984590	TO PROVIDE SPECIALTY MEDICAL AND RESEARCH SERVICES FOR DIABETES	MA	501(C)(3)	LINE 11A, I		0	N/A
MED CARE OF BOSTON MGMT CORP DBA AFFILIATED PHYS GROUP
400 HUNNEWELL ST	NEEDHAM	MA	02494	042810972	OUTPATIENT, PRIMARY CARE, AND CARDIOLOGY SERVICES	MA	501(C)(3)	LINE 9	BETH ISRAEL DEACONESS MEDICAL CENTER INC	0
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN ST	CAMBRIDGE	MA	02138	042103606	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS	MA	501(C)(3)	LINE 3	CAREGROUP INC	0
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN ST	CAMBRIDGE	MA	02138	043026897	OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES	MA	501(C)(3)	LINE 11A, I	MOUNT AUBURN HOSPITAL	0
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE	BOSTON	MA	02120	042103612	ORTHOPEDIC SPECIALTY HOSPITAL	MA	501(C)(3)	LINE 3	CAREGROUP INC	0
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVE	BOSTON	MA	02120	043235796	OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH	MA	501(C)(3)	LINE 3	NEW ENGLAND BAPTIST HOSPITAL INC	0
RIVERBROOK CORPORATION
109 BROOKLINE AVE	BOSTON	MA	02215	042828955	TO HOLD TITLE TO PROPERTY FOR CAREGROUP, INC.	MA	501(C)(2)		CAREGROUP INC	0
HARVARD MEDICAL COLLABORATIVE INC
25 SHATTUCK ST	BOSTON	MA	02115	043476764	COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS	MA	501(C)(3)	LINE 11A, I		0	N/A
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVE	BOSTON	MA	02215	222768204	GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS	MA	501(C)(3)	LINE 9	BETH ISRAEL DEACONESS MEDICAL CENTER INC	0
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RD	MILTON	MA	02186	042103604	PROVIDE CHARITABLE HEALTHCARE SERVICE TO THE COMMUNITY	MA	501(C)(3)	LINE 3	MILTON HOSPITAL FOUNDATION INC	0
MILTON HOSPITAL DEVELOPMENT FUND INC
199 REEDSDALE RD	MILTON	MA	02186	222567057	FUNDRAISING/DEVELOPMENT	MA	501(C)(3)	LINE 7	MILTON HOSPITAL FOUNDATION INC	0
COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RD	MILTON	MA	02186	043243146	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	LINE 3	MILTON HOSPITAL FOUNDATION INC	0
MILTON HOSPITAL FOUNDATION INC
199 REEDSDALE RD	MILTON	MA	02186	222566792	PROMOTE HEALTHCARE	MA	501(C)(3)	LINE 11A, I	BETH ISRAEL DEACONESS MEDICAL CENTER INC	0
SOUTHEASTERN MASSACHUSETTS REGIONAL HEALTHCARE INFORMATION ORG
92 HIGHLAND STREET	MILTON	MA	02186	562645920	INACTIVE	MA			BETH ISRAEL DEACONESS HOSPITAL - MILTON INC	0

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
ADVANCED VASCULAR CARE LLC
375 LONGWOOD AVE	BOSTON	MA	02215	261647880	TO PROVIDE MEDICAL SUPPORT SERVICES	MA	HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC	RELATED	0	0
BETH ISRAEL DEACONESS PHYSICIAN ORG LLC
110 FRANCIS STREET	BOSTON	MA	02215	043426253	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC	MA	HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC	RELATED	0	0
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUE	BOSTON	MA	02215	300228711	TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP	MA	NONE	RELATED	0	0
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVENUE	BOSTON	MA	02215	043278109	INVESTMENT PARTNERSHIP	MA	BETH ISRAEL DEACONESS MEDICAL CENTER	EXCLUDED	0	0	52000	8774679	0.01230
CHARLTON MRI SERVICES LLC
330 BROOKLINE AVENUE	BOSTON	MA	02215	264662778	PROVISION OF PATIENT CARE SERVICES	MA	BIH RADIOLOGIC FOUNDATION INC	RELATED	0	0
PHYSICIAN PROFESSIONAL SERVICES LLP
10 CABOT ROAD	MEDFORD	MA	02215	043275078	TO PROVIDE MEDICAL BILLING SERVICES	MA	SEE SUPPLEMENTAL EXPLANATIONS	RELATED	0	0

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Business Name Line1DirectControllingEntityName/BusinessNameLine1
BIDMCCGSMC JV INC
400 HUNNEWELL STREET	NEEDHAM	MA	02494	264426847	INACTIVE CORPORATION	MA	N/A	C
CHESTNUT HEALTHCARE ALLIANCE INC
148 CHESTNUT STREET	NEEDHAM	MA	02492	043265117	PHYSICIAN/HOSPITAL ORGANIZATION	MA	N/A	C
HORIZON VENTURES INC
199 REEDSDALE ROAD	MILTON	MA	02186	042853249	PHYSICIAN BILLING	MA		C	MILTON HOSPITAL FOUNDATION
MILTON PHYSICIAN-HOSPITAL ORGANIZATION INC
199 REEDSDALE ROAD	MILTON	MA	02186	043213042	PHYSICIAN/HOSPITAL ORGANIZATION	MA		C	BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
ANESTHESIA FINANCIAL SOLUTIONS INC
330 BROOKLINE AVE	BOSTON	MA	02215	043571311	INACTIVE CORPORATION	MA		C	BI ANAESTHESIA FOUNDATION INC

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg