2024-05-14T13:10:26-05:00 2023-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 222225911 PRINCETON HEALTHCARE SYSTEM FOUNDATION INC % GUILHERME VALLADARES MBA PRIN 6098537107 ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 GUILHERME VALLADARES SR VP & CFO 6098537107 2024-05-14 true GUILHERME VALLADARES 999009999 ANTONIO C RUSSO DIRECTOR P00858539 2673303000 2024-05-10 2 2022 2023-04-26 12:10:37Z GUILHERME VALLADARES ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 14632409 false X WWW.PRINCETONHCS.ORG X 1978 NJ TO FINANCIALLY SUPPORT AND PROMOTE THE MISSION OF PRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. 19 15 0 1 0 0 6099947 9939111 1524010 3288708 4125163 1296163 -1824 -26652 11747296 14497330 1415213 3170328 0 0 0 0 108896 221439 650675 1795462 1870162 3319571 5261929 8427725 9235401 85798716 91117261 769149 569771 85029567 90547490 X THE MISSION OF THE PRINCETON HEALTHCARE SYSTEM FOUNDATION IS TO FINANCIALLY SUPPORT AND PROMOTE THE MISSION OF THE PRINCETON HEALTHCARE SYSTEM ("PHCS"); A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. THE FOUNDATION STRIVES TO: - DEVELOP AND STRENGTHEN PHILANTHROPIC SUPPORT FOR PHCS FROM A FULL RANGE OF CHARITABLE SOURCES; - INCREASE PUBLIC AWARENESS ABOUT PHCS AND FOSTER EFFECTIVE COMMUNICATION BETWEEN PHCS AND THE COMMUNITIES IT SERVES; - SUPPORT PHCS'S MISSION OF PROVIDING THE GREATER PRINCETON AND CENTRAL NEW JERSEY COMMUNITIES WITH THE FINEST HEALTHCARE SERVICES AVAILABLE; AND - APPLY THE HIGHEST STANDARDS OF ETHICAL CONDUCT WITH REGARD TO FUNDRAISING PRACTICES, GOVERNANCE AND STEWARDSHIP. false false 4175066 3170328 3288708 SEE SCHEDULE O 4175066 true true false false false false false false false true true false true false true true false true false false false false false true true false false true false true false false false false false false false false true false false false false true false false false true X 0 0 0 false false false false false true true false false false false false false X 19 15 false false false false true true true true true false false true true true true true true true true false NJ X GUILHERME VALLADARES MBA 6098537107 ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 X JAMES G DEMETRIADES DIRECTOR - PRESIDENT & CEO 5.0 50.0 X X 0 722687 91254 GUILHERME VALLADARES MBA EX-OFFICO,SVP&CFO ASST. TREAS. 5.0 50.0 X X 0 454602 34174 HYONA REVERE DIRECTOR, ASST SEC. 1.0 54.0 X X 0 347263 36644 RAMECK R HUNT MD DIRECTOR 55.0 0.0 X 0 213758 9382 RACHEL P DULTZ MD DIRECTOR 55.0 0.0 X 0 187224 0 SURESH C CHUGH DIRECTOR - TREASURER 1.0 0.0 X 0 0 0 CHRISTINE GRANT DIRECTOR 1.0 0.0 X 0 0 0 W THOMAS GUTOWSKI DIRECTOR - CHAIR 1.0 2.0 X X 0 0 0 NORMAN R KLATH DIRECTOR - THRU 4/26/2023 1.0 0.0 X 0 0 0 ANTHONY J KUCZINSKI DIRECTOR 1.0 4.0 X 0 0 0 RHONDA A MEDINA DIRECTOR 1.0 0.0 X 0 0 0 FRED D PRICE DIRECTOR 1.0 0.0 X 0 0 0 MARGARET J SIECK DIRECTOR 1.0 0.0 X 0 0 0 PAULA W TAYLOR DIRECTOR 1.0 0.0 X 0 0 0 AMRIT WALIA-ZAIDI DIRECTOR 1.0 0.0 X 0 0 0 ALICIA BRENNAN MD DIRECTOR - SECRETARY 1.0 0.0 X X 0 0 0 LAURA HEYBURN DIRECTOR 1.0 0.0 X 0 0 0 ANJNA KUMAR DIRECTOR 1.0 0.0 X 0 0 0 JAIMIE STOURNARAS DIRECTOR 1.0 0.0 X 0 0 0 JOHN DELORENZO DIRECTOR 1.0 0.0 X 0 0 0 KELLIE MALLOY FOERTER DIRECTOR 1.0 0.0 X 0 0 0 0 1925534 171454 0 false true false 0 193062 104000 9642049 40090 9939111 PROGRAM RELATED REVENUE 900099 3288708 3288708 3288708 -44366 -44366 0 0 0 0 0 1340529 1340529 1340529 1340529 108427 193062 135079 -26652 -26652 0 0 0 0 0 0 0 14497330 3288708 0 1269511 3165968 3165968 4360 4360 0 0 0 0 0 0 0 0 0 0 0 0 221439 221439 0 299795 173582 24171 102042 0 58997 0 41298 17699 59728 29864 29864 0 0 226221 0 226221 0 978 0 685 293 0 5991 1797 4194 0 0 0 24547 0 24547 0 1277 0 894 383 ALLOCATION OF PERSONNEL COST 1168400 796581 74246 297573 FUNDRAISING EXPENSE 9845 2914 0 6931 DUES & LICENSES 6517 0 4562 1955 REPAIRS & MAINTENANCE 7866 0 5506 2360 5261929 4175066 436188 650675 7184613 3307980 0 0 908071 4933020 0 0 0 0 0 0 0 0 0 0 37150 38301 358871 146348 237070 212523 0 0 0 0 77431812 82625437 0 0 0 0 85798716 91117261 68947 88268 0 0 0 0 0 0 0 0 0 0 0 0 0 0 700202 481503 769149 569771 X 49016667 48502808 36012900 42044682 85029567 90547490 85798716 91117261 X 9235401 -866088 -2851390 X false true X true false X 2418452 5294471 4678824 6099947 9939111 28430805 0 0 2418452 5294471 4678824 6099947 9939111 28430805 5344190 23086615 13159 10532 19985 -57541 -44366 -58231 0 0 28372574 10473084 0.81369 0.84755 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77326165 6326389 941558 2545360 82048752 77812114 460771 -304627 642093 77326165 53821626 2206154 22528947 744613 77812114 51875028 938405 1612917 604724 53821626 48587420 577192 3288091 577675 51875028 0.73000 0.27000 0.00000 false true true 0 0 14925 10381 4544 330508 131999 198509 13438 3968 9470 212523 FIXED INCOME SECURITIES 81991577 F DOMESTIC EQUITY MUTUAL FUNDS 165101 F DONOR RESTRICTED/HELD IN TRUST 468759 F 82625437 0 DUE TO AFFILIATES 481503 481503 X SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------ SCHEDULE D, PART X, LINE 1 DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATES ACCOUNT INCLUDES AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------ SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2023 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X X true BORNS GROUP 1610 14TH AVENUE SE WATERTOWN TN 57201 DIRECT MAIL SERVICES false 0 59439 0 THE ANGELETTI GROUP HARRISON HOUSE - 17 VILLAGE ROAD PO BOX 188 NEW VERNON NJ 07976 PLANNING STUDY FEE false 0 162000 0 0 221439 0 NJ GOLF EVENT 301489 193062 108427 0 0 0 0 0 135079 0 0 0 0 0 0 0 0 0 0 301489 193062 108427 0 0 0 0 0 135079 135079 -26652 true PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 210635009 501(C)(3) 3165968 PROGRAM SUPPORT 1 SCHEDULE I, PART I; QUESTION 2 PROCEDURES FOR MONITORING GRANTS GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. false true false false false false false false false RAMECK R HUNT MD DIRECTOR 0 213265 0 0 0 493 0 0 0 9382 0 223140 0 0 HYONA REVERE DIRECTOR, ASST SEC. 0 282007 0 64387 0 869 0 0 0 36644 0 383907 0 0 RACHEL P DULTZ MD DIRECTOR 0 187224 0 0 0 0 0 0 0 0 0 187224 0 0 JAMES G DEMETRIADES DIRECTOR - PRESIDENT & CEO 0 495587 0 205800 0 21300 0 73500 0 17754 0 813941 0 0 GUILHERME VALLADARES MBA EX-OFFICO,SVP&CFO ASST. TREAS. 0 381377 0 71983 0 1242 0 0 0 34174 0 488776 0 0 SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ---------- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: JAMES G. DEMETRIADES - NO DISTRIBUTION -------------------- X 9 39415 FMV X BANNERS, SIGNS, POSTERS 1 675 FMV false true true SCHEDULE M, PART I; QUESTION 32A USE OF THIRD PARTIES THE ORGANIZATION MAY UTILIZE THE SERVICES OF OUTSIDE INDEPENDENT ORGANIZATIONS TO SELL ANY NON-CASH PROPERTY RECEIVED AS CONTRIBUTIONS. ------------------------------ FORM 990, PART III, LINE 4A STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EXPENSES INCURRED TO FINANCIALLY SUPPORT AND PROMOTE THE MISSION OF PRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT CORPORATION AND RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. ------------------------------ FORM 990, PART VI, SECTION A, LINES 6 & 7 DETAIL OF MEMBERS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") IS THE SOLE MEMBER OF PRINCETON HEALTHCARE SYSTEM HOLDING, INC. ("HOLDING"). HOLDING IS THE SOLE MEMBER OF THIS ORGANIZATION. HOLDING HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. ------------------------------ FORM 990, PART VI, SECTION B, LINES 11B FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE JUNE 30, 2023 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL JUNE 30, 2023 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------ FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------ FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------ FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCES: OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ (2,851,390) ------------- TOTAL $ (2,851,390) AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER PA 17601 231352572 HOME HEALTH PA 501(c)(3) 7 LG HEALTH false CARL V S PATTERSON 19 UN OF PA C/O PNC BANK 620 LIBERTY AVE 10FL PITTSBURGH PA 15222 236415355 SUPPORT TRUST PA 4947(A)(1) N/A NA false CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 230469150 HEALTHCARE PA 501(C)(3) 3 CCH&HS false CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 10 TRUSTEES false HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA PA 19104 843379653 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false LAISE CA TUW FBO UNIV OF PENN 3451 WALNUT STREET SUITE 305 PHILADELPHIA PA 19104 823434615 SUPPORT TRUST PA 4947(A)(1) N/A NA false LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES false LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA PA 17512 230485650 FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL false LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER PA 17602 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17602 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER PA 17602 231365353 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG PA 17520 232777286 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS NV 89118 236210940 SUPPORT TRUST NV 501(C)(3) 12, III-FI NA false NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 12, I CCH&HS false NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SRVCS PA 501(C)(3) 10 CCH&HS false NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS false OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC false PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN PRESS INC 3905 SPRUCE STREET PHILADELPHIA PA 19107 231876142 PUBLISHING PA 501(c)(3) 12, I TRUSTEES false PENNSYLVANIA COLLEGE OF HEALTH SCIENCES 850 GREENFIELD ROAD LANCASTER PA 17601 061645496 HEALTH EDU PA 501(C)(3) 2 LG HOSPITAL false PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES false PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 12, I NA false PHOENIXVILLE HOSPITAL OF UPHS 3001 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19104 232901089 SUPPORT ORG PA 501(c)(3) 3 TRUSTEES false PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222842773 HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 264203938 HEALTHCARE NJ 501(C)(3) 10 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 210635009 HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223493256 SUPPORT ORG NJ 501(C)(3) 12, I TRUSTEES false PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 220022702 REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING false THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 BUS. TRUST PA 501(c)(3) 8 NA false THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER PA 17603 300634510 CARDIOLOGY PA 501(C)(3) 3 LG HEALTH false THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA PA 19104 232929823 MED RESEARCH PA 501(c)(3) 4 NA false TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(c)(3) 2 NA false UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 233021159 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. CLUB PA 501(c)(3) 12, I TRUSTEES false UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA PA 19104 454985731 SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES false UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 043574136 RETIRE TRUST PA 501(A) N/A TRUSTEES false UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 232769744 BENEFITS PA 501(c)(3) 12, I TRUSTEES false WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 232152662 HOSPICE CARE PA 501(c)(3) 10 TRUSTEES false WOMEN'S AND CHILDREN'S HEALTH SERVICES 700 SPRUCE STREET PHILADELPHIA PA 19106 232248956 HEALTHCARE PA 501(c)(3) 3 PA HOSPITAL false PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHIA PA 19104 863800365 HEALTHCARE PA 501(C)(3) 10 CCA false PDCP 1740 FUND LP 311 S WACKER DR STE 2620 CHICAGO IL 60601 320472404 INVESTMENT IL NA false CYRUS 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK NY 10022 821211542 INVESTMENT NY NA false CYRUS 1740 MASTER FUND LP 89 NEXUS WAY CAMANA BAY GR CJ KY1-9009 981361754 INVESTMENT CJ NA false DVG 1740 FUND LP ONE FAWCETT PLACE GREENWICH CT 06830 800961539 INVESTMENT CT NA false EAST MARSHALL STREET PARTNERSHIP LP 701 E MARSHALL STREET WEST CHESTER PA 19380 232902742 INVESTMENT PA NA false FERN HILL PARTNERSHIP III LP 701 E MARSHALL STREET WEST CHESTER PA 19380 300409614 RENTAL PA NA false FERN HILL LLC 701 E MARSHALL STREET WEST CHESTER PA 19380 233005147 RENTAL PA NA false GALLOPAVO LP 2000 McKINNEY AVE STE 2125 DALLAS TX 75201 464621967 INVESTMENT TX NA false JOG V C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY AL CA T2P5E9 INVESTMENT CA NA false JOG VI C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY AL CA T2P5E9 INVESTMENT CA NA false KINGSTOWN 1740 FUND LP 167 MADISON AVE ST 205 1033 NEW YORK NY 10016 843119908 INVESTMENT NY NA false LANCASTER PET PARTNERSHIP LLP PO BOX 4216 LANCASTER PA 17604 233102793 MEDICAL SERVICES PA NA false LG HEALTH COMM CARE COLLAB II 555 NORTH DUKE STREET LANCASTER PA 17602 823809581 ACO PA NA false LG HEALTH COMMUNITY CARE COLLABORATIVE 555 NORTH DUKE STREET LANCASTER PA 17602 455542179 ACO PA NA false MRI GROUP LLP PO BOX 4216 LANCASTER PA 17604 331011386 MEDICAL SERVICES PA NA false NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON PA 19034 233037919 RENTAL PA NA false OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 701 E MARSHALL STREET WEST CHESTER PA 19380 830490251 RENTAL PA NA false SRP INVESTORS FUND A LP 2001 ROSS AVE SUITE 400 DALLAS TX 75201 611748291 INVESTMENT TX NA false TURK'S HEAD SURGERY CENTER 915 OLD FERN HILL ROAD BLDG B STE WEST CHESTER PA 19380 200184603 MEDICAL SERVICES PA NA false ST-TO RIBBIT OPPORTUNITY V LLC 364 UNIVERSITY AVENUE PALO ALTO CA 94301 841814102 INVESTMENT CA NA false UNIVERSA BLACK SWAN PROTECTION PROTOCOL 2601 S BAYSHORE DR SUITE 2030 MIAMI FL 33133 852143048 INVESTMENT FL NA false AXIS UKA GP LLC 240 NEW YORK DRIVE SUITE 1 FORT WASHINGTON PA 19034 273617178 INVESTMENT PA NA false BEXP II (PARALLEL) LP 5914 W COURTYARD DRIVE AUSTIN TX 78730 873188834 INVESTMENT TX NA false FORERUNNER BUILDERS F-G LP ONE LETTERMAND DRIVE BLDG C STEC SAN FRANCISCO CA 94129 873427543 INVESTMENT TX NA false GCM CARRIAGE SPV LP 250 WEST 55TH STREET 36TH FLOOR NEW YORK NY 10019 872075062 INVESTMENT NY NA false INITIALIZED CBH SPV LLC 464 TEHAMA STREET SAN FRANCISCO CA 94103 871123527 INVESTMENT CA NA false SAILINGSTONE GLOBAL NATURAL RESOURCES FU 100 WAUGH DRIVE SUITE 600 HOUSTON TX 77007 371770014 INVESTMENT TX NA false ARCM 1740 LTD 27 HOSPITAL ROAD GRAND CAYMAN CJ KY1-9008 INVESTMENTS CJ TRUSTEES C-CORP false CIRCLE MEDICAL ASSURANCE CO 2929 WALNUT STREET STE 460 PHILADELPHIA PA 19104 833556286 INSURANCE PA TRUSTEES C-CORP false CLINICAL HEALTH CARE ASSOC OF NJ PC 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232865181 PHYS MGMT PA CCA C-CORP false DELANCEY CORPORATION 800 SPRUCE STREET PHILADELPHIA PA 19106 232060159 RENTAL PA PA HOSPITAL C-CORP false FRANKLIN CASUALTY INSURANCE CO PO BOX 530 BURLINGTON VT 05402 043378984 INSURANCE VT TRUSTEES C-CORP false LANCASTER GENERAL 457 DEFERRED COMP PLAN 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 TRUST PA LG HEALTH TRUST false LANCASTER GENERAL INSURANCE COMPANY PO BOX 1109 GT GRAND CAYMAN CJ KYI-1102 980176655 INSURANCE CJ LG HEALTH C-CORP false LANCASTER GENERAL SERVICES INC 555 NORTH DUKE STREET LANCASTER PA 17602 232250128 PROPERTY SVCS PA LG HEALTH C-CORP false NAYA 1740 FUND LTD PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY1-1104 INVESTMENTS CJ TRUSTEES C-CORP false PENN MEDICINE LONDON LIMITED VISTRA STE 2 1ST FLR 10 TEMPLE BACK BRISTOL UK BS1 6FL NETWORKING UK UPENN INT'L LIMITED COMPANY false PENN WHARTON CONSULTING (BEIJING) CO LTD CHINA WORLD TOWER 1 14F CHAOYANG DIST CH 100004 BUS. CONSULTING CH UPENN INT'L C-CORP false PHI PHARMACY INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223467899 INACTIVE NJ PHCS HOLDING C-CORP false PRINCETON HEALTH INC & SUBS ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223450093 MEDICAL NJ PHCS HOLDING C-CORP false QUAKER INSURANCE COMPANY LTD VICTORIA STREET PO BOX HM 1826 VICTORIA HALL HAMILTON BD HM HX 300708282 SELF-INSURANCE BD TRUSTEES C-CORP false THE PAM 1740 FUND LTD PO BOX 309 GEORGE TOWN GRAND CAYMAN CJ KYI-1104 INVESTMENTS CJ TRUSTEES C-CORP false TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER PA 19380 232329753 MEDICAL SERVICES PA CCH&HS C-CORP false UPENN HOSPITALITY INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA PA 19104 233076589 HOTEL/RESTAURANT PA TRUSTEES C-CORP false CYRUS 1740 FUND LTD 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ KY1-9009 981361907 INVESTMENTS CJ TRUSTEES LIMITED COMPANY false false true false true true false false false false false false false false true true true false true true SCHEDULE R, PART V THE ORGANIZATION IS AN AFFILIATE WITHIN PRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT CORPORATION ("PHCS") AND AFFILIATES, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. PRINCETON HEALTHCARE SYSTEM HOLDING, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. PHCS ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE SYSTEM IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.