2013-08-12T18:33:44-05:00 2012-09-30 861065772 DELOITTE TAX LLP 2 JERICHO PLAZA JERICHO NY 117531681 990 2011-10-01 222629185 CAREGROUP INC CARE 6176671715 109 BROOKLINE AVENUE NO 300 BOSTON MA 02215 JOHN T SZUM 6176671715 2013-08-08 0 CHRISTINE KAWECKI P00743140 5169187000 2011 2016-02-24 21:20:13Z JOHN T SZUM 109 BROOKLINE AVENUE NO 300 BOSTON MA 02215 15136075 0 X WWW.CAREGROUP.ORG X 1984 MA SEE SCHEDULE O. 15 13 21 0 1118265 3288 0 0 11087976 11919654 351779 321568 2081950 2558541 13521705 14799763 0 0 0 0 4794968 5014295 0 0 0 8722807 9781247 13517775 14795542 3930 4221 86384943 86975019 73907030 73638754 12477913 13336265 X SEE SCHEDULE O. 0 0 14011234 13364151 SEE SCHEDULE O. 14011234 1 0 0 1 0 0 0 0 0 0 1 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 17 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 X 15 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X JOHN T SZUM 6176671881 109 BROOKLINE AVENUE SUITE 300 BOSTON MA 02215 BARKER ESQ THOMAS R 5.00 X 0 0 0 DOWN JAMES W 5.00 X 0 0 0 GEBHARDT MD MARK C 5.00 X 0 706504 77228 GOLDSTEIN ALAN R 5.00 X 0 0 0 GREEN ESQ KAREN F 5.00 X 0 0 0 HESTNES ESQ HAROLD 5.00 X 0 0 0 KAY STEPHEN B 5.00 X 0 0 0 MALONEY RICHARD J 5.00 X 0 0 0 MELZER ROBERT M 5.00 X 0 0 0 NORKUS MICHAEL 5.00 X 0 0 0 SAAL MD A KIM 5.00 X 0 58750 0 SIMONS THOMAS 5.00 X 0 0 0 STEVENSON HOWARD H 5.00 X 0 0 0 STRIEDER HELEN R 5.00 X 0 0 0 WILKINS JOHN P 5.00 X 0 0 0 ROBLE ESQ DANIEL 30.00 X 101547 0 0 SZUM JOHN 60.00 X 555820 0 88380 MONCREIFF JANE 60.00 X 737096 0 51348 CLOUGH JEANETTE G 60.00 X 969777 5937 931121 LEVY PAUL F 60.00 X 874381 0 24725 DONOVAN SHAWN 60.00 X 353972 0 28054 APPLEYARD JOSEPH 60.00 X 135138 0 43131 BOWES GEOFFREY 60.00 X 149809 0 3435 3877540 771191 1247422 8 0 1 1 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 4 MANAGEMENT SERVICE FEE 900099 8168682 8168682 POOL LOAN PROGRAM 900099 3750972 3750972 11919654 9469 3785 5684 336312 336312 0 0 312099 0 312099 312099 436 311663 INVESTMENT MANAGEMENT 523000 2558541 1444497 1114044 2558541 14799763 13364151 1118265 317347 1389963 1389963 2635492 2635492 146454 146454 674841 674841 167545 167545 235092 235092 549216 549216 1428164 1428164 39129 39129 242354 242354 72709 72709 4865 4865 3750972 3750972 111450 111450 3296632 3296632 DUES& SUBSCRIPTIONS 41467 41467 0 0 PARKING 8934 8934 0 0 STORAGE 263 263 0 0 14795542 14011234 784308 0 1947294 1517191 879253 1717850 71130000 71130000 995008 1002832 1601944 1601944 111450 0 10965969 11136911 355969 470235 86384943 86975019 2777030 2508754 71130000 71130000 0 73907030 73638754 X 12477913 13336265 0 0 12477913 13336265 86384943 86975019 X 4221 854131 X X 0 1 1 X 0 X X X 0 0 0 BETH ISRAEL DEACONESS MEDICAL CENTRE 042103881 3 1 1 1 6563580 BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 043229679 3 1 1 1 258266 MOUNT AUBURN HOSPITAL 042103606 3 1 1 1 2663646 NEW ENGLAND BAPTIST HOSPITAL 042103612 3 1 1 1 1606066 HMFP AT BETH ISRAEL DEACONESS MEDICAL CENTRE 222768204 9 1 1 1 731500 MEDICAL CARE OF BOSTON MANAGEMENT CORP DBA AFFILIATED PHYSICIANS GROUP 042810972 9 1 1 1 72608 6 11895666 0 0 0 0 0 0 0 0 1 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: 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. 1601944 1601944 0 0 CAREGROUP INVESTMENT PARTNERSHIP 11136911 F 11136911 14799763 14795542 4221 858352 -4221 854131 858352 2493805000 634946 2478374512 2479009458 14795542 4221 4221 14799763 2349669000 2334873458 2334873458 14795542 0 14795542 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. CENTRAL AMERICA & THE CARIBBEAN PROGRAM SERVICES JOINTLY OWNED FOREIGN INSURANCE 7166429 CENTRAL AMERICA & THE CARIBBEAN INVESTMENTS 3497886 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 12930 0 0 0 0 0 0 10677245 0 10677245 1 0 1 1 0 0 SCHEDULE F PART IV - FOREIGN FORMS 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. X 0 1 X X X X X 1 1 0 0 0 0 0 1 0 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 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. SUPPLEMENTAL INFORMATION 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 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 49910000 368094 49541906 1 0 1 1 9485000 120280000 290672 119989328 1 0 1 1 48320000 378911689 27356617 3929290 134556855 213068927 2011 1 0 0 1 149125000 187125000 1796643 7991727 177336630 1 0 1 1 0 1 1 1 0 0.00600 0.00100 0.00700 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CITI BANK 0 1 0 0 0 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 YEAR OF SUBSTANTIAL COMPLETION OF PROJECT(S) THE PROJECTS FINANCED AND/OR REFINANCED WITH TAX-EXEMPT BOND FINANCED WERE COMPLETED, ON VARIOUS DATES. 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. 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 SCHEDULE L PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS 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. 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. 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 N/A 0 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. 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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 N/A 0 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 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 52000 8774679 0 0 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 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 MILTON HOSPITAL FOUNDATION C MILTON PHYSICIAN-HOSPITAL ORGANIZATION INC 199 REEDSDALE ROAD MILTON MA 02186 043213042 PHYSICIAN/HOSPITAL ORGANIZATION MA BETH ISRAEL DEACONESS HOSPITAL - MILTON INC C ANESTHESIA FINANCIAL SOLUTIONS INC 330 BROOKLINE AVE BOSTON MA 02215 043571311 INACTIVE CORPORATION MA BI ANAESTHESIA FOUNDATION INC C 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1