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BRIDGEPORT HOSPITAL FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BRIDGEPORT HOSPITAL FOUNDATION INC (EIN 22-2908698)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-08-10
IRS object ID
201202239349301045
Schema version
2010v3.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-10T13:10:21-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 2600AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222908698EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BRIDGEPORT HOSPITAL FOUNDATIONINCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRIDNameControl
Phone2033843903Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1267 GRANT STREETAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06610ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICK MCCABEName
TitleTREASURER/CFOTitle
Phone2033843903Phone
Date Signed2012-08-13DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Date Prepared2012-08-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHEN JAKABNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1267 GRANT STREETAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06610ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10784773GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteNONEWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionFUNDRAISING FOR BRIDGEPORT HOSPITALActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year7124429ContributionsGrantsPriorYear
Contributions Grants Current Year7886587ContributionsGrantsCurrentYear
Program Service Revenue Prior Year655172ProgramServiceRevenuePriorYear
Program Service Revenue CY730078ProgramServiceRevenueCY
Investment Income Prior Year1148645InvestmentIncomePriorYear
Investment Income Current Year1518691InvestmentIncomeCurrentYear
Other Revenue Prior Year-100231OtherRevenuePriorYear
Other Revenue Current Year-43967OtherRevenueCurrentYear
Total Revenue Prior Year8828015TotalRevenuePriorYear
Total Revenue Current Year10091389TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2783619GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2527659GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year794332SalariesEtcPriorYear
Salaries Etc Current Year886028SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year721019TotalFundrsngExpCurrentYear
Other Expense Prior Year824436OtherExpensePriorYear
Other Expenses Current Year1105111OtherExpensesCurrentYear
Total Expenses Prior Year4402387TotalExpensesPriorYear
Total Expenses Current Year4518798TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4425628RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5572591RevenuesLessExpensesCY
Total Assets BOY46976300TotalAssetsBOY
Total Assets EOY49577666TotalAssetsEOY
Total Liabilities BOY1334691TotalLiabilitiesBOY
Total Liabilities EOY989404TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY45641609NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY48588262NetAssetsOrFundBalancesEOY
Mission DescriptionFUNDRAISING FOR BRIDGEPORT HOSPITALMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense2742348Expense
Grants2527659Grants
Revenue730078Revenue
DescriptionTHE BRIDGEPORT HOSPITAL FOUNDATION HAD A SUCCESSFUL FUNDRAISING YEAR DESPITE THE DIFFICULT ECONOMY, WITH DONORS CONTRIBUTING IN EXCESS OF 7.5 MILLION FOR THE FOURTH CONSECUTIVE YEAR. THE 8TH ANNUAL BRIDGEPORT HOSPITAL HOME RUN 5K WALK & ROAD RACE ATTRACTED MORE THAN 600 PARTICIPANTS IN SUPPORT OF THE NEW CONNECTICUT CARDIAC ARRHYTHMIA CENTER IN THE JOEL E. SMILOW HEART INSTITUTE. THE NORMA F. PFRIEM BREAST CARE CENTER'S 12TH ANNUAL ROSE OF HOPE LUNCHEON, FEATURING ACTRESS-SINGER VANESSA WILLIAMS, RAISED A RECORD 250,000 AFTER EXPENSES.Description
Total Program Service Expense2742348TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109677NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OftrueForm8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonROSE DICOCCONamePerson
Telephone Number2033843903TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1267 GRANT STREETAddressLine1
Address Line2267 GRANT STREETAddressLine2
CityBRIDGEPORTCity
StateCTState
ZIP Code06610ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
GAYLE CAPOZZALO
DIRECTOR1.00X01123679155803
HOPE JUCKEL-REGAN 63011
DIRECTOR1.00X0421368115155
WILLIAM M JENNINGS
CEO1.00X029724038317X
GEORGE CARTER
VICE CHAIR1.00X000X
JANET HANSEN
DIRECTOR1.00X000
JEFFREY PINO
DIRECTOR1.00X000
MEREDITH REUBEN
CHAIRMAN1.00X000X
NEWMAN MARSILIUS III
DIRECTOR1.00X000
PETER HURST
DIRECTOR1.00X000
RICHARD FREEDMAN
DIRECTOR1.00X000
RICHARD HOYT
VICE CHAIRMA1.00X000X
ROBERT FOLMAN
DIRECTOR1.00X000
RONALD NOREN
DIRECTOR1.00X000
HOWARD L TAUBIN
VICE CHAIRMA1.00X000X
DAVID BINDELGLASS
DIRECTOR1.00X000
EMILY E BLAIR
DIRECTOR1.00X000
JOHN FALCONI
DIRECTOR1.00X000
WILLIAM G HULCHER
DIRECTOR1.00X000
PATRICIA L MCDERMOTT
DIRECTOR1.00X000
DUNCAN M O'BRIEN JR
DIRECTOR1.00X000
CHARLES WELCH 102810
DIRECTOR1.00X000
SHANE FITZSIMONS 1292010
DIRECTOR1.00X000
NORMAN G ROTH
SECRETARY1.000736163211072X
PATRICK MCCABE
TREASURER1.000471555193382X
STEPHEN JAKAB
PRESIDENT1.00022200945311X
ROBERT TREFRY 93010
FORMER OFFIC01698112116782X
FieldValueIRS element (for citing)
Total Reportable Comp Frm Rltd Orgs4970126TotalReportableCompFrmRltdOrgs
Total Other Compensation875822TotalOtherCompensation
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonDARCY LOWELL MDNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line126 TIMBER MILL LANEAddressLine1
CityWESTONCity
StateCTState
ZIP Code06883ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesPRGM DIRECTORDescriptionOfServices
Compensation176056Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Fundraising Events605415FundraisingEvents
Government Grants861806GovernmentGrants
All Other Contributions6419366AllOtherContributions
Noncash Contributions641000NoncashContributions
Total Contributions7886587TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM RELATED REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column730078TotalRevenueColumn
Related Or Exempt Function Income730078RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue730078TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1441126TotalRevenueColumn
Exclusion$1,441,126ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities436580Securities
Other96513Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities277753Securities
Other177775Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities158827Securities
Other-81262Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column77565TotalRevenueColumn
Exclusion$77,565ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events193889GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events605415CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses237856FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-43967TotalRevenueColumn
Exclusion-$43,967ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10091389TotalRevenueColumn
Related Or Exempt Function Income730078RelatedOrExemptFunctionIncome
Exclusion$1,474,724ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2454959Total
Program Services2454959ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total72700Total
Program Services72700ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total690994Total
Program Services73418ProgramServices
Management And General367091ManagementAndGeneral
Fundraising250485Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total195034Total
Program Services20722ProgramServices
Management And General103612ManagementAndGeneral
Fundraising70700Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total274332Total
Program Services29148ProgramServices
Management And General145739ManagementAndGeneral
Fundraising99445Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5041Total
Program Services536ProgramServices
Management And General2678ManagementAndGeneral
Fundraising1827Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total37340Total
Program Services5866ProgramServices
Management And General18405ManagementAndGeneral
Fundraising13069Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total86822Total
Program Services9225ProgramServices
Management And General46124ManagementAndGeneral
Fundraising31473Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total226507Total
Program Services24066ProgramServices
Management And General120331ManagementAndGeneral
Fundraising82110Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total24496Total
Program Services2603ProgramServices
Management And General13013ManagementAndGeneral
Fundraising8880Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total39354Total
Program Services5412ProgramServices
Management And General19979ManagementAndGeneral
Fundraising13963Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total15302Total
Program Services1626ProgramServices
Management And General8129ManagementAndGeneral
Fundraising5547Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total13724Total
Program Services1458ProgramServices
Management And General7291ManagementAndGeneral
Fundraising4975Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total32093Total
Program Services3408ProgramServices
Management And General17051ManagementAndGeneral
Fundraising11634Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total16351Total
Program Services1737ProgramServices
Management And General8687ManagementAndGeneral
Fundraising5927Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MISC. EXPENSE2631502796413979595391
ENTERTAINMENT2790029641482210114
SERVICE CONTRACTS17156182391146219
MEMBERSHIP15241161980975525
PLAQUES849990345153081

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1803Total
Program Services191ProgramServices
Management And General958ManagementAndGeneral
Fundraising654Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4518798Total
Program Services2742348ProgramServices
Management And General1055431ManagementAndGeneral
Fundraising721019Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY260440BOY
EOY168791EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY469384BOY
EOY202778EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY117900EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4860BOY
EOY5110EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis125717LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec74255LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY497995BOY
EOY51462EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY26760771BOY
EOY28522243EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY18305263BOY
EOY19276093EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY677587BOY
EOY1233289EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY46976300BOY
EOY49577666EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY213042BOY
EOY263314EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY2780EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY363820BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY757829BOY
EOY723310EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1334691BOY
EOY989404EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY25305518BOY
EOY25194245EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY8426265BOY
EOY9711262EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY11909826BOY
EOY13682755EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY45641609BOY
EOY48588262EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY46976300BOY
EOY49577666EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses5572591ReconcilationRevenueExpenses
Reconcilation Other Changes-2625938ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6866367CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8144103CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7299570CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7124429CurrentTaxYearMinus1Year
Current Tax Year7886587CurrentTaxYear
Total37321056Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6866367CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8144103CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7299570CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7124429CurrentTaxYearMinus1Year
Current Tax Year7886587CurrentTaxYear
Total37321056Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total10772007AmountsSubstContributorsTotal
Public Support Total17026549049PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1365670CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1311175CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years841796CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year618842CurrentTaxYearMinus1Year
Current Tax Year1441126CurrentTaxYear
Total5578609Total
FieldValueIRS element (for citing)
Total Support42899665TotalSupport
Gross Receipts From Admissions Etc730078GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.61890PublicSupportPertcentage170
Public Support Pertcent Prior Year0.60840PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed4955 TaxfalseForm4720Filed4955Tax
Correction MadefalseCorrectionMade
Form1120 Pol FiledfalseForm1120PolFiled
Form4720 FiledfalseForm4720Filed
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$86,822DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB86822TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3
Form4720 Filed4912 TaxfalseForm4720Filed4912Tax
Substantially All Dues NondeductfalseSubstantiallyAllDuesNondeduct
Only In House LobbyingfalseOnlyInHouseLobbying
Agree To Carryover Prior YearfalseAgreeToCarryoverPriorYear

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierADDITIONAL INFORMATIONIdentifier
Return ReferenceSCHEDULE C, PART IVReturnReference
ExplanationLOBBYING EXPENDITURES INCURRED IN SUPPORT OF BRIDGEPORT HOSPITAL ON VARIOUS HEALTHCARE ISSUES.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance12034000BeginningOfYearBalance
Contributions1805000Contributions
Investment Earnings Or Losses59000InvestmentEarningsOrLosses
Other Expenditures-40000OtherExpenditures
End Of Year Balance13858000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance6809000BeginningOfYearBalance
Contributions5146000Contributions
Investment Earnings Or Losses183000InvestmentEarningsOrLosses
Other Expenditures-104000OtherExpenditures
End Of Year Balance12034000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5545000BeginningOfYearBalance
Contributions1551000Contributions
Investment Earnings Or Losses22000InvestmentEarningsOrLosses
Other Expenditures-309000OtherExpenditures
End Of Year Balance6809000EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis105720OtherCostOrOtherBasis
Depreciation61480Depreciation
Book Value44240BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis19997OtherCostOrOtherBasis
Depreciation12775Depreciation
Book Value7222BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings51462TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionTOTAL L-TIPDescription
Book Value19276093BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities19276093TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescriptionAmountAmount
DUE TO BRIDGEPORT HOSPITAL$353,071
P.V. OF FUTURE ANNUITY-MACDONALD$169,025
P.V. OF FUTURE ANNUITY-YURKAITIS$147,488
P.V. OF FUTURE ANNUITY-IRELAND$21,297
P.V. OF FUTURE ANNUITY-BODINE$12,846
P.V. OF MINORITY INT- SPINELLI ASSOC$10,072
P.V. OF FUTURE ANNUITY-JAMSHIDI$9,511
DUE TO MILL HILL
FieldValueIRS element (for citing)
Total Of Amounts723310TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierINTENDED USES FOR ENDOWMENT FUNDSIdentifier
Return ReferenceSCHEDULE D, PAGE 2, PART V, LINE 4ReturnReference
ExplanationTHE ENDOWED FUNDS' INTENDED USE IS TO GENERATE INCOME TO SUPPORT BRIDGEPORT HOSPITAL PROGRAM SERVICE FUNCTIONS AND OTHER OPERATIONS IN ACCORDANCE WITH THE BRIDGEPORT HOSPITAL POOLED INVESTMENT POLICY.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ROSE OF HOPE LUNameOfEvent1
Gross Receipts Event1345634GrossReceiptsEvent1
Charitable Contributions Event1321474CharitableContributionsEvent1
Gross Revenue Event124160GrossRevenueEvent1
Other Direct Expenses Event191619OtherDirectExpensesEvent1
Name Of Event2KAULBACHNameOfEvent2
Gross Receipts Event2198991GrossReceiptsEvent2
Charitable Contributions Event2109903CharitableContributionsEvent2
Gross Revenue Event289088GrossRevenueEvent2
Other Direct Expenses Event266335OtherDirectExpensesEvent2
Total Number Of Other Events9TotalNumberOfOtherEvents
Gross Receipts Other Events254679GrossReceiptsOtherEvents
Charitable Contrib Other Events174038CharitableContribOtherEvents
Gross Revenue Other Events80641GrossRevenueOtherEvents
Other Direct Expenses Other Events79902OtherDirectExpensesOtherEvents
Gross Receipts Total799304GrossReceiptsTotal
Charitable Contributions Total605415CharitableContributionsTotal
Gross Revenue Total Events193889GrossRevenueTotalEvents
Other Direct Expenses Total Events237856OtherDirectExpensesTotalEvents
Direct Expense Summary Events237856DirectExpenseSummaryEvents
Net Income Summary-43967NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1BRIDGEPORT HOSPITALBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1267 GRANT STREETAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06604ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient060646554EINOfRecipient
IRC SectionC-3IRCSection
Amount Of Cash Grant2454959AmountOfCashGrant
Purpose Of GrantSUPPORTPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantNURSING SCHOLARSHIPTypeOfGrant
Number Of Recipients71NumberOfRecipients
Amount Of Cash Grant72700AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
ExplanationTHE GRANT WRITER IN THE BRIDGEPORT HOSPITAL FOUNDATION SUPPORTS CLINICAL AND PROGRAM STAFF GRANTEES IN COMPLYING WITH THE VARIOUS REQUIREMENTS ASSOCIATED WITH STATE, FEDERAL, AND PRIVATE GRANTS, INCLUDING THE FOLLOWING: -MAINTAINING FILES FOR EACH GRANT THAT CONTAIN THE GRANT APPLICATION AND PROGRAM GUIDANCE, THE NOTICE OF GRANT AWARD, ANY ASSOCIATED CONTRACTS OR MEMORANDA OF AGREEMENT/UNDERSTANDING, COPIES OF CHECKS, AND CORRESPONDENCE RELATED TO THE GRANT; -PREPARING PROGRAM AND FINANCIAL REPORTS IN COMPLIANCE WITH THE DEADLINES SPECIFIED; -MAINTAINING VARIOUS REGISTRATIONS REQUIRE BY STATE AND FEDERAL FUNDING SOURCES; -ASSISTING IN DRAWING DOWN FUNDS ACCESSED THROUGH ACH DEPOSITS. PART II, LINE 1 BRIDGEPORT HOSPITAL IS A RELATED ORGANIZATION AND ALL GRANTS ARE TO BE USED FOR PROVIDING HEALTHCARE TO THE COMMUNITY IN A CHARITABLE MANNER.Explanation

Schedule J IRS990ScheduleJ

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

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Comp Based On Related OrgsCompBasedOnRelatedOrgsBonus Related OrgsBonusRelatedOrgsOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GAYLE CAPOZZALO
65573218891027903714060015203127948265864
HOPE JUCKEL-REGAN 63011
29052594015368289095224203536523
WILLIAM M JENNINGS
11707917000010161351673150335557
NORMAN G ROTH
486760183188662151958661520694723523359
PATRICK MCCABE
329826890325269716033433048664937
STEPHEN JAKAB
1798593240297481720828103267320
ROBERT TREFRY 93010
879883535259282970105379114031814894376312

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTSSCHEDULE J, PAGE 1, PART I, LINE 4HOPE JUCKEL-REGAN (6/30/11) 0 61,582 0 WILLIAM M JENNINGS 0 34,300 0 NORMAN G ROTH 0 116,916 0 PATRICK MCCABE 0 89,275 0
OTHER ADDITIONAL INFORMATIONSCHEDULE J, PART IIITHE INDIVIDUALS LISTED ABOVE ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENT THE RELATED ENTITY'S AMOUNTS CONSISTENT WITH THE COMPENSATION REPORTING PER IRS INSTRUCTIONS. INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNTS RESPECTIVELY REPORTED DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2010 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2010 CALENDAR YEAR FORM W-2S. GAYLE CAPAZZALO 189,156 ROBERT TREFRY 447,587 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) SRIP IS DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS CORPORATE OFFICERS WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).

Schedule M IRS990ScheduleM

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990641000NoncashContribsRptdF990
Method Of Determining RevenuesCOMPARABLE MARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONSIdentifier
Return ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BReturnReference
ExplanationREAL ESTATE BROKER WAS USED. NO APPRAISAL WAS DONE.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ADDITIONAL INFORMATIONFORM 990PART I, LINE 4 & PART VI, LINE IB NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. BASED ON RESPONSES TO THE QUESTIONAIRES RECEIVED BY THE ORGANIZATION AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES, THE ORGANIZATION WAS ABLE TO CONFIRM THAT 12 VOTING MEMBERS ARE INDEPENDENT.
ADDITIONAL INFORMATIONFORM 990, PART VIPART VI, LINE 2 BUSINESS RELATIONS BETWEEN OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TRUSTEES GEORGE CARTER, JENET HANSEN, AND RICHARD HOYT ARE BOARD MEMBERS OF THE SAME BUSINESS ENTITY.
RELATED PARTY INFORMATION AMONG OFFICERSFORM 990, PAGE 6, PART VI, LINE 2SEE ABOVE
CLASSES OF MEMBERS OR STOCKHOLDERSFORM 990, PAGE 6, PART VI, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. IS BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES, INC.
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PAGE 6, PART VI, LINE 7AMEMBERS AND RIGHTS: BHHS HAS THE RIGHT TO ELECT (I) THE BOARD OF DIRECTORS OF THE FOUNDATION IN ACCORDANCE WITH THE BYLAWS, AND (II) ANY OFFICER OF THE FOUNDATION IN ACCORDANCE WITH THE PRIVISION OF THE BYLAWS.
DECISIONS SUBJECT TO APPROVAL OF MEMBERSFORM 990, PAGE 6, PART VI, LINE 7BBHHS SHALL HAVE THE FOLLOWING RIGHTS, POWERS AND PRIVILEGES: A) TO APPROVE LONG RANGE DEVELOPMENT PLANS, ANNUAL OPERATING AND CAPITAL BUDGETS, AND PLANS THAT MATERIALLY AFFECT THE GROWTH, OPERATIONS AND DEVELOPMENT OF THE FOUNDATION. B) TO APPROVE THE FOUNDATION'S BUSINESS PLAN, ITS ANNUAL BUDGET FOR FUND RAISING PROGRAMS AND THE CONDUCT OF ALL SPECIAL GIVING PROGRAMS. C) TO VOTE ON ALL MATTERS ON WHICH MEMBERS ARE ENTITLED TO VOTE UNDER THE CONNECTICUT REVISED NONSTOCK CORPORATIONS ACT, AS AMENDED.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE SYSTEM TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE ADMINISTRATIVE DIRECTOR OF FINANCE. SUBSEQUENTLY IT IS SENT TO ERNST & YOUNG US LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ENTITY AND A FINAL VERSION OF THE RETURN IS SENT BACK TO ERNST & YOUNG US LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MADE AVAILABLE A COMPLETE COPY OF THE RETURN TO THE BOARD OF DIRECTORS VIA A WEB PORTAL.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CTHE BRIDGEPORT HOSPITAL FOUNDATION, INC IS COVERED UNDER THE YALE-NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY. THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY (CC:R-7) AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO IMMEDIATELY REPORT MATERIAL CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT AND TAKE ANY ACTIONS THAT SHE DEEMS REQUIRED OR APPROPRIATE TO MANAGE OR RESOLVE A POTENTIAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED TO THE POTENTIAL CONFLICT AND THE POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19COPIES OF FORM 990, FORM 1023 AND AUDITED FINANCIAL STATEMENTS ARE MAINTAINED IN THE SYSTEM TAX DEPARTMENT. OTHER CORPORATE GOVERNING DOCUMENTS ARE MAINTAINED BY THE LEGAL AND RISK SERVICES DEPARTMENT. THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION POLICY ARE AVAILABLE TO ALL EMPLOYEES ON THE CORPORATE INTERNAL WEBSITE. COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
RELATED ORGANIZATIONSFORM 990, PAGE 7, PART VIISCHEDULE J - FOR INDIVIDUALS WHO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS. OFFICERS WORK AN AVERAGE OF 40 HOURS SPREAD OVER THE FILING ENTITY AND THE ENTITIES LISTED IN SCHEDULE R.
OTHER CHANGES IN NET ASSETS EXPLANATIONFORM 990, PART XI, LINE 5OTHER CHANGES IN NET ASSETS OR FUND BALANCES: UNREALIZED LOSS (495,278) OTHER TRANSFERS (2,130,660) -------------- OTHER CHANGES (2,625,938) ==============

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
BRIDGEPORT HOSPITAL & HEALTHCARE
267 GRANT STREETBRIDGEPORTCT06610061066729SUPPORTCT501C311AYNHHSCfalse
YALE NEW HAVEN HEALTH SERVICES CORP
789 HOWARD AVENUENEW HAVENCT06519222529464SUPPORTCT501C311ANAfalse
SOUTHERN CT HEALTH SYSTEM PROP INC
267 GRANT STREETBRIDGPORTCT06610061297708TITLE HOLDCT501C2BHHStrue
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554HEALTHCARECT501C33BHHStrue
BRIDGEPORT HOSPITAL AUXILIARY INC
267 GRANT STREETBRIDGEPORTCT06610066042500SUPPORTCT501C311ABHHStrue
NORMA F PFREIM BREAST CANCER INC
111 BEACH ROADFAIRFIELDCT06430060567752HEALTHCARECT501C311ABHtrue
THE GREENWICH HOSP ENDOW FUND INC
5 PERRYRIDGE ROADGREENWICHCT06830061526642SUPPORTCT501C311BGHHCStrue
GREENWICH HEALTHCARE SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830222593399SUPPORTCT501C311BYNHHSCfalse
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830060646659HEALTHCARECT501C33YNHHSCtrue
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROADGREENWICHCT06830061207316SUPPORTCT501C311BGHHCStrue
NORTHEAST MEDICAL GROUP
226 MILL HILL AVENUEBRIDGEPORTCT06610061330992HEALTHCARECT501C39YNHHSCtrue
NORTHEAST MEDICAL GROUPPLLC
226 MILL HILL AVENUEBRIDGEPORTCT06610352380180HEALTHCARECT501C311ANEMGtrue
YNH NETWORK CORP
789 HOWARD AVENEW HAVENCT06519061513687SUPPORTCT501C311AYNHHSCfalse
YALE-NEW HAVEN HOSPITAL
789 HOWARD AVENEW HAVENCT06519060646652HEALTHCARECT501C33YNHNETWORKtrue

Form990 Schedule R Part III Form990ScheduleRPartIII (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNADisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
SHORELINE SURGERY CENTER LLC
60 TEMPLE STREETNEW HAVENCT06510900110459HEALTHCARECTN/Afalsefalse
SSC II LLC
111 GOOSE LANEGUILFORDCT06437261709383HEALTHCARECTN/Afalsefalse
ORTHO & NEURO CTR OF GREENWICH LLC
55 HOLLY HILL LANEGREENWICHCT06830273411797HEALTHCARECTN/Afalsefalse
SHORELINE SURGERY CENTER LLC
60 TEMPLE STREETNEW HAVENCT06510900110459HEALTHCARECTN/Afalsefalse
SSC II LLC
111 GOOSE LANEGUILFORDCT06437261709383HEALTHCARECTN/Afalsefalse
ORTHO & NEURO CTR OF GREENWICH LLC
55 HOLLY HILL LANEGREENWICHCT06830273411797HEALTHCARECTN/Afalsefalse
SHORELINE SURGERY CENTER LLC
60 TEMPLE STREETNEW HAVENCT06510900110459HEALTHCARECTN/Afalsefalse
SSC II LLC
111 GOOSE LANEGUILFORDCT06437261709383HEALTHCARECTN/Afalsefalse
ORTHO & NEURO CTR OF GREENWICH LLC
55 HOLLY HILL LANEGREENWICHCT06830273411797HEALTHCARECTN/Afalsefalse
SHORELINE SURGERY CENTER LLC
60 TEMPLE STREETNEW HAVENCT06510900110459HEALTHCARECTN/Afalsefalse
SSC II LLC
111 GOOSE LANEGUILFORDCT06437261709383HEALTHCARECTN/Afalsefalse
ORTHO & NEURO CTR OF GREENWICH LLC
55 HOLLY HILL LANEGREENWICHCT06830273411797HEALTHCARECTN/Afalsefalse

Form990 Schedule R Part IV Form990ScheduleRPartIV (60 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
YNHH MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MGT SVCSCTN/A
YNH AMBULATORY SERVICES CORP
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARECTN/A
YORK ENTERPRISES INC
50 YORK STREETNEW HAVENCT06511061110937TITLE HOLDCTN/A
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMIN SVCSCTN/A
MEDICAL CENTER REALTY INC
50 YORK STREETNEW HAVENCT06511061110858RENTALCTN/A
MEDICAL CENTER PHARMACY
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/A
QUINNIPIAC MEDICAL PC
789 HOWARD AVENEW HAVENCT06519061405531HEALTHCARECTN/A
YNH GERIATRIC SERVICES PC
789 HOWARD AVENEW HAVENCT06519061561581HEALTHCARECTN/A
CHC PHYSICIANS PC
789 HOWARD AVENEW HAVENCT06519061436530HEALTHCARECTN/A
YNH MEDICAL SERVICES INC
789 HOWARD AVENEW HAVENCT06519061561583HEALTHCARECTN/A
GREENWICH HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARECTN/A
GREENWICH FERTILITY & IVF CTR PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARECTN/A
GREENWICH INTEGRATIVE MEDICINE PC
35 RIVER ROADCOS COBCT06807260236411HEALTHCARECTN/A
GREENWICH OCCUP HEALTH SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARECTN/A
GREENWICH PEDIATRIC SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830743054409HEALTHCARECTN/A
YNHH MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MGT SVCSCTN/A
YNH AMBULATORY SERVICES CORP
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARECTN/A
YORK ENTERPRISES INC
50 YORK STREETNEW HAVENCT06511061110937TITLE HOLDCTN/A
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMIN SVCSCTN/A
MEDICAL CENTER REALTY INC
50 YORK STREETNEW HAVENCT06511061110858RENTALCTN/A
MEDICAL CENTER PHARMACY
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/A
QUINNIPIAC MEDICAL PC
789 HOWARD AVENEW HAVENCT06519061405531HEALTHCARECTN/A
YNH GERIATRIC SERVICES PC
789 HOWARD AVENEW HAVENCT06519061561581HEALTHCARECTN/A
CHC PHYSICIANS PC
789 HOWARD AVENEW HAVENCT06519061436530HEALTHCARECTN/A
YNH MEDICAL SERVICES INC
789 HOWARD AVENEW HAVENCT06519061561583HEALTHCARECTN/A
GREENWICH HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARECTN/A
GREENWICH FERTILITY & IVF CTR PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARECTN/A
GREENWICH INTEGRATIVE MEDICINE PC
35 RIVER ROADCOS COBCT06807260236411HEALTHCARECTN/A
GREENWICH OCCUP HEALTH SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARECTN/A
GREENWICH PEDIATRIC SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830743054409HEALTHCARECTN/A
YNHH MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MGT SVCSCTN/A
YNH AMBULATORY SERVICES CORP
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARECTN/A
YORK ENTERPRISES INC
50 YORK STREETNEW HAVENCT06511061110937TITLE HOLDCTN/A
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMIN SVCSCTN/A
MEDICAL CENTER REALTY INC
50 YORK STREETNEW HAVENCT06511061110858RENTALCTN/A
MEDICAL CENTER PHARMACY
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/A
QUINNIPIAC MEDICAL PC
789 HOWARD AVENEW HAVENCT06519061405531HEALTHCARECTN/A
YNH GERIATRIC SERVICES PC
789 HOWARD AVENEW HAVENCT06519061561581HEALTHCARECTN/A
CHC PHYSICIANS PC
789 HOWARD AVENEW HAVENCT06519061436530HEALTHCARECTN/A
YNH MEDICAL SERVICES INC
789 HOWARD AVENEW HAVENCT06519061561583HEALTHCARECTN/A
GREENWICH HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARECTN/A
GREENWICH FERTILITY & IVF CTR PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARECTN/A
GREENWICH INTEGRATIVE MEDICINE PC
35 RIVER ROADCOS COBCT06807260236411HEALTHCARECTN/A
GREENWICH OCCUP HEALTH SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARECTN/A
GREENWICH PEDIATRIC SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830743054409HEALTHCARECTN/A
YNHH MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MGT SVCSCTN/A
YNH AMBULATORY SERVICES CORP
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARECTN/A
YORK ENTERPRISES INC
50 YORK STREETNEW HAVENCT06511061110937TITLE HOLDCTN/A
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMIN SVCSCTN/A
MEDICAL CENTER REALTY INC
50 YORK STREETNEW HAVENCT06511061110858RENTALCTN/A
MEDICAL CENTER PHARMACY
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/A
QUINNIPIAC MEDICAL PC
789 HOWARD AVENEW HAVENCT06519061405531HEALTHCARECTN/A
YNH GERIATRIC SERVICES PC
789 HOWARD AVENEW HAVENCT06519061561581HEALTHCARECTN/A
CHC PHYSICIANS PC
789 HOWARD AVENEW HAVENCT06519061436530HEALTHCARECTN/A
YNH MEDICAL SERVICES INC
789 HOWARD AVENEW HAVENCT06519061561583HEALTHCARECTN/A
GREENWICH HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARECTN/A
GREENWICH FERTILITY & IVF CTR PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARECTN/A
GREENWICH INTEGRATIVE MEDICINE PC
35 RIVER ROADCOS COBCT06807260236411HEALTHCARECTN/A
GREENWICH OCCUP HEALTH SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARECTN/A
GREENWICH PEDIATRIC SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830743054409HEALTHCARECTN/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Business Name Line2NameOfOtherOrganization/BusinessNameLine2Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BRIDGEPORT HOSPITAL
BRIDGEPORT FOUNDATIONL349168TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
BRIDGEPORT FOUNDATIONO1080692TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
J4200COMPARABLE MARKET VALUE
BRIDGEPORT HOSPITAL
Q2454959TRANSACTION REVIEW