2024-08-13T08:01:01-05:00 2023-09-30 990 2022-10-01 043230035 MASS GENERAL BRIGHAM INCORPORATED MASS 8572820747 399 REVOLUTION DRIVE 645 SOMERVILLE MA 02145 NIYUM GANDHI CFO & TREASURER 8572820747 2024-08-13 1 2022 2024-08-08 14:25:15Z ANNE KLIBANSKI MD 800 BOYLSTON STREET BOSTON MA 02199 2053039249 0 X HTTPS://WWW.MASSGENERALBRIGHAM.ORG/ X 1993 MA PATIENT CARE, TEACHING, RESEARCH AND SERVING THE COMMUNITY. 23 14 8968 21 11709672 944808 494355285 564469432 1203086883 1302825972 397305135 184504388 2773505 1239457 2097520808 2053039249 99345063 160962367 0 0 1074996385 989997574 0 0 0 946579003 995549146 2120920451 2146509087 -23399643 -93469838 8691364928 9377106791 7809927895 7751332198 881437033 1625774593 X SEE SCHEDULE O 0 0 381276247 160962367 1297580400 SEE SCHEDULE O 381276247 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 1 0 0 1 6453 0 1 8968 1 1 1 0 0 0 0 1 1 0 0 1 0 X 23 14 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 DE ID IN MA MT NE NH NV TX WV WY X MASS GENERAL BRIGHAM FINANCE - TAX DIRECTOR 8572820747 399 REVOLUTION DRIVE SUITE 645 SOMERVILLE MA 02145 ANNE KLIBANSKI MD PRESIDENT, CEO & DIRECTOR 50.00 0.00 X X 5942832 0 59910 YOLONDA LORIG COLSON MD PHD DIRECTOR 1.00 50.00 X 0 935434 62524 ZARA R COOPER MD DIRECTOR 1.00 50.00 X 0 723035 62724 ROBERT G ATCHINSON DIRECTOR 1.00 1.00 X 0 0 0 MARC N CASPER DIRECTOR 1.00 0.00 X 0 0 0 ANNE M FINUCANE DIRECTOR 1.00 1.00 X 0 0 0 JOHN F FISH DIRECTOR 1.00 1.00 X 0 0 0 BENJAMIN A GOMEZ DIRECTOR 1.00 1.00 X 0 0 0 TIFFANY C GUEYE DIRECTOR 1.00 0.00 X 0 0 0 SUSAN J HOCKFIELD PHD DIRECTOR 1.00 0.00 X 0 0 0 ALBERT A HOLMAN III DIRECTOR 1.00 1.00 X 0 0 0 DAVID W IVES DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN A KRAFT DIRECTOR 1.00 1.00 X 0 0 0 CARL J MARTIGNETTI DIRECTOR 1.00 1.00 X 0 0 0 NITIN NOHRIA DIRECTOR 1.00 1.00 X 0 0 0 DIANE B PATRICK ESQ DIRECTOR 1.00 1.00 X 0 0 0 PHILLIP TERRY RAGON DIRECTOR 1.00 1.00 X 0 0 0 PAMELA D A REEVE DIRECTOR UNTIL 06/30/23 1.00 1.00 X 0 0 0 PAULA NESS SPEERS DIRECTOR 1.00 1.00 X 0 0 0 SCOTT M SPERLING CHAIRMAN 1.00 0.00 X 0 0 0 JAMES D TAICLET DIRECTOR 1.00 1.00 X 0 0 0 ALEXANDER L THORNDIKE DIRECTOR 1.00 1.00 X 0 0 0 CAROL A VALLONE DIRECTOR 1.00 1.00 X 0 0 0 ANNE M WILKINS DIRECTOR 07/01/23 1.00 1.00 X 0 0 0 NIYUM GANDHI CFO & TREASURER 50.00 1.00 X 1746250 0 40991 LAURA PEABODY CHIEF LEGAL OFF., SECRETARY 07/01/23 50.00 1.00 X 1740552 0 60819 MAUREEN GOGGIN SECRETARY UNTIL 06/30/23 50.00 0.00 X 204547 0 19632 JOHN R BARKER CHIEF INVESTMENT OFFICER 50.00 1.00 X 3317055 0 62951 RON M WALLS MD CHIEF OPERATING OFFICER 50.00 1.00 X 2831669 0 60668 GREGG S MEYER MD MSC PRESIDENT, COMMUNITY DIVISION 50.00 1.00 X 2590238 0 62939 JANE D MORAN CHIEF INFORMATION & DIGITAL OFFICER 50.00 0.00 X 1594233 0 62541 ROSEMARY R SHEEHAN CHIEF HUMAN RESOURCES OFFICER 50.00 0.00 X 1312935 0 68971 RAVI I THADHANI MD MPH CHIEF ACADEMIC OFFICER 50.00 0.00 X 1214982 0 68905 ELIZABETH L BALDWIN PORTFOLIO MANAGER 50.00 0.00 X 1773719 0 58761 KATHERINE L KAMM PORTFOLIO MANAGER 50.00 0.00 X 1749472 0 59705 O'NEIL BRITTON MD ASSOCIATE CHIEF OPERATING OFFICER 50.00 1.00 X 1320844 0 70991 THOMAS DEAN SEQUIST MD CHIEF MEDICAL OFFICER 50.00 1.00 X 1313218 0 68490 JEFF A WEISS CHIEF STRATEGY & TRANSFORMATION OFF. 50.00 0.00 X 1264353 0 54628 PETER K MARKELL FORMER - EVP, CFO & TREASURER 0.00 0.00 X 1950362 0 329 KEVIN S SCHLICKE FORMER - INTERIM TREASURER 50.00 1.00 X 765169 0 67791 ALISTAIR ERSKINE MD FORMER - CHIEF DIGITAL HEALTH OFF. 50.00 0.00 X 954467 0 62564 JAMES W NOGA FORMER - VP & CHIEF INFORMATION OFF. 50.00 0.00 X 831912 0 45265 34418809 1658469 1182099 2238 1 1 0 BOATHOUSE GROUP INC DEPT 160 PO BOX 4110 WOBURN MA 018884110 MARKETING SERVICES 30063826 ACCENTURE LLP PO BOX 70629 CHICAGO IL 606730629 CONSULTING SERVICES 21974894 KPMG LLP DEPT 0511 PO BOX 120511 DALLAS TX 753120511 CONSULTING SERVICES 18563276 SLALOM CONSULTING PO BOX 101416 PASADENA CA 911891416 CONSULTING SERVICES 17108993 RANDSTAD HEALTHCARE PO BOX 2084 CAROL STREAM IL 601322084 STAFFING SERVICES 16073487 223 564469432 564469432 ADMINISTRATIVE FEE 561000 1302825972 1297580400 5245572 1302825972 7463524 6467305 996219 54951 54951 798000 0 798000 798000 -3205 801205 177040864 0 177040864 177040864 177040864 PARKING INCOME 812930 386506 386506 386506 2053039249 1297580400 11709672 179279745 160939602 160939602 22765 22765 34418809 34418809 604941694 604941694 181219211 29253292 151965919 106078904 17123776 88955128 63338956 10224484 53114472 19613175 3166055 16447120 2019250 325957 1693293 1447191 1447191 149847395 24189100 125658295 43559052 7031515 36527537 28655344 4625686 24029658 179436503 28965518 150470985 19522233 3151374 16370859 1767293 285285 1482008 390718 63072 327646 228724494 36921827 191802667 74767689 12069366 62698323 3706797 598369 3108428 MISCELLANEOUS EXPENSES 153441046 28166097 125274949 UNRELATED BUSINESS TAX 974850 974850 PROGRAM SUPPORT/SUBSIDY 85160250 13746984 71413266 MEALS 1545147 249425 1295722 970719 156698 814021 2146509087 381276247 1765232840 0 90137477 -97355614 82841595 109877674 3495653254 3578204345 33270085 43935647 1076403683 330447802 688062931 745955881 2131841810 2185129416 2169557776 2811359442 8691364928 9377106791 1533572973 1671833566 4158531328 3973326195 2117823594 2106172437 7809927895 7751332198 X 880137694 1624414149 1299339 1360444 881437033 1625774593 8691364928 9377106791 X -93469838 140479704 697327694 X X 0 1 X 1 1 1 X 205843904 1209696539 497110612 494355285 564469432 2971475772 205843904 1209696539 497110612 494355285 564469432 2971475772 2971475772 10454503 18327008 14112616 12896200 8702981 64493308 1399583 1961141 3180941 3253753 944808 10740226 3046709306 5615881314 0.97530 0.97380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 1 1447191 0 0 1447191 0 LOBBYING EXPENSES THE CORPORATION MAY ON OCCASION CONTACT ITS EMPLOYEES WITH A VOLUNTARY OPPORTUNITY TO PARTICIPATE IN THE CONVERSATION TO PROTECT AGAINST CUTS IN FEDERAL FUNDING THAT WOULD HAVE AN ADVERSE IMPACT ON THE CORPORATION AND ITS AFFILIATES AS WELL AS THE PACE OF MEDICAL ADVANCES, THE ECONOMY, AND THE GLOBAL COMPETITIVENESS OF THE CORPORATION. THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES. 11758490 392151 1192293 565366 12777568 14136358 350737 -2216235 512370 11758490 11170715 290131 3103948 428436 14136358 10550317 299379 768774 447755 11170715 10313374 297434 390831 451322 10550317 0.89290 0.09000 0.01710 0 0 13601826 58165612 71767438 36744524 514941531 148978132 402707923 6857706 2684954 4172752 321120738 158526951 162593787 124971746 20257765 104713981 745955881 INV IN MGB POOLED INVESTMENTS 39417161 F INV IN MGB POOLED HOLDINGS 2145712255 F 2185129416 OTHER ASSETS 2187527831 DUE FROM AFFILIATES 623831611 2811359442 SETTLEMENTS - THIRD PARTY PAYORS -4546935 TAXABLE BONDS 1998519362 INTEREST RATE SWAPS LIABILITY 67074516 OTHER LIABILITIES 45125494 2106172437 X PART X, LINE 2: MASS GENERAL BRIGHAM INCORPORATED DOES NOT HAVE A FIN 48 (ASC 740) FOOTNOTE DISCLOSURE IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS OF MASS GENERAL BRIGHAM INCORPORATED ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT MISSION. CENTRAL AMERICA/CARIBBEAN PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 3800 EAST ASIA AND THE PACIFIC 1 PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 14774 EUROPE PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 3385150 EUROPE PROGRAM SERVICES FOREIGN INSURANCE 55129 EUROPE PROGRAM SERVICES INTERNATIONAL GRANTS 22765 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 796940 NORTH AMERICA PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 1784992 1 0 0 0 1 0 6063550 0 6063550 EUROPE PAT. CARE, RESEARCH & EDUCATION 22765 WIRE 0 1 1 0 1 1 1 1 PART III ACCOUNTING METHOD: ACCOUNTING METHOD THE ORGANIZATION USES THE ACCRUAL METHOD TO REPORT FOREIGN EXPENDITURES TO BE CONSISTENT WITH THE REPORTING USED FOR THE FINANCIAL STATEMENTS. 1 LYNN COMMUNITY HEALTH CENTER INC 269 MADISON AVE ROOM 9 LYNN MA 01901 042525066 501(C)(3) 1001364 0 COMMUNITY BENEFIT PROGRAM BOSTON HEALTH CARE FOR THE HOMELESS 780 ALBANY ST BOSTON MA 02118 043160480 501(C)(3) 240000 0 COMMUNITY BENEFIT PROGRAM NORTH SHORE COMMUNITY HEALTH INC 47 CONGRESS ST SALEM MA 01970 042610447 501(C)(3) 232500 0 COMMUNITY BENEFIT PROGRAM BOSTON PUBLIC HEALTH COMMISSION 1010 MASSACHUSETTS AVE BOSTON MA 02118 501(C)(1) 200000 0 COMMUNITY BENEFIT PROGRAM HEALTH CARE FOR ALL INC ONE FEDERAL STREET 5TH FLOOR BOSTON MA 02110 043071598 501(C)(3) 183855 0 COMMUNITY BENEFIT PROGRAM CENTERBOARD 16 CITY HALL SQUARE LYNN MA 01901 043019658 501(C)(3) 100000 0 COMMUNITY BENEFIT PROGRAM EAST BOSTON NEIGHBORHOOD HEALTH CENTER 10 GOVE ST 20 MAVERICK SQ EAST BOSTON MA 02128 237425849 501(C)(3) 100000 0 COMMUNITY BENEFIT PROGRAM FAMILYAID 3815 WASHINGTON ST BOSTON MA 02130 042105756 501(C)(3) 100000 0 COMMUNITY BENEFIT PROGRAM HARVARD UNIVERSITY - LEGAL SERVICES CENTER 122 BOYLSTON STREET JAMAICA PLAIN MA 02130 042103580 501(C)(3) 100000 0 COMMUNITY BENEFIT PROGRAM IMMIGRANT FAMILY SERVICES INSTITUTE INC 1626 BLUE HILL AVE BOSTON MA 02126 474400495 501(C)(3) 100000 0 COMMUNITY BENEFIT PROGRAM INTERNATIONAL INSTITUTE OF NEW ENGLAND INC (IINE) 2 BOYLSTON ST BOSTON MA 02116 042104325 501(C)(3) 100000 0 COMMUNITY BENEFIT PROGRAM HEALTH LAW ADVOCATES ONE FEDERAL STREET 5TH FLOOR BOSTON MA 02110 043298116 501(C)(3) 50000 0 COMMUNITY BENEFIT PROGRAM WHITTIER STREET HEALTH CENTER 1290 TREMONT ST BOSTON MA 02120 042619517 501(C)(3) 49835 0 COMMUNITY BENEFIT PROGRAM MATTAPAN COMMUNITY HEALTH CENTER 1425 BLUE HILL AVE BOSTON MA 02126 042544151 501(C)(3) 45096 0 COMMUNITY BENEFIT PROGRAM COMMUNITY SERVICE CARE INC 36 PERKINS ST JAMAICA PLAIN MA 02130 042754281 501(C)(3) 41517 0 COMMUNITY BENEFIT PROGRAM MASS LEAGUE OF COMMUNITY HEALTH CENTERS 40 COURT ST BOSTON MA 02108 042507409 501(C)(3) 27500 0 COMMUNITY BENEFIT PROGRAM DIMOCK COMMUNITY HEALTH CENTER 55 DIMOCK ST ROXBURY MA 02119 043487835 501(C)(3) 25000 0 COMMUNITY BENEFIT PROGRAM SOUTH SHORE HEALTH SYSTEM INC 55 FOGG RD SOUTH WEYMOUTH MA 02190 042105926 501(C)(3) 25000 0 COMMUNITY BENEFIT PROGRAM WALTHAM PARTNERSHIP FOR YOUTH 617 LEXINGTON ST WALTHAM MA 02452 043399437 501(C)(3) 25000 0 COMMUNITY BENEFIT PROGRAM NEW ENGLAND COUNCIL INC 98 N WASHINGTON ST STE 201 BOSTON MA 02114 041661090 501(C)(3) 20000 0 COMMUNITY BENEFIT PROGRAM AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(C)(3) 15000 0 COMMUNITY BENEFIT PROGRAM BIOMEDICAL SCIENCE CAREERS PROJECT INC 164 LONGWOOD AVE 204 BOSTON MA 02115 043241307 501(C)(3) 15000 0 COMMUNITY BENEFIT PROGRAM FRACTURED ATLAS INC 248 W 35TH ST 10TH FL NEW YORK NY 10001 113451703 501(C)(3) 10000 0 COMMUNITY BENEFIT PROGRAM MASSACHUSETTS TAXPAYER FOUNDATION INC 333 WASHINGTON ST BOSTON MA 02108 041590310 501(C)(3) 10000 0 COMMUNITY BENEFIT PROGRAM GREATER BOSTON CHAMBER OF COMMERCE 265 FRANKLIN ST STE 1216 BOSTON MA 02118 041103090 501(C)(6) 7750 0 COMMUNITY BENEFIT PROGRAM REACH BEYOND DOMESTIC VIOLENCE PO BOX 5409024 WALTHAM MA 02454 042735449 501(C)(3) 7500 0 COMMUNITY BENEFIT PROGRAM UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 501(C)(1) 51500 0 COMMUNITY BENEFIT PROGRAM UASPIRE INC 6 LIBERTY SQUARE PMB 98549 BOSTON MA 02109 461314848 501(C)(3) 46025 0 COMMUNITY BENEFIT PROGRAM SIMMONS UNIVERSITY 300 THE FENWAY BOSTON MA 02115 042103629 501(C)(3) 34000 0 COMMUNITY BENEFIT PROGRAM NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 25500 0 COMMUNITY BENEFIT PROGRAM SUFFOLK UNIVERSITY 73 TREMONT ST BOSTON MA 02108 042133255 501(C)(3) 21000 0 COMMUNITY BENEFIT PROGRAM BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 042103547 501(C)(3) 19000 0 COMMUNITY BENEFIT PROGRAM BENTLEY UNIVERSITY 175 FOREST ST WALTHAM MA 02452 041081650 501(C)(3) 15000 0 COMMUNITY BENEFIT PROGRAM BUNKER HILL COMMUNITY COLLEGE 250 NEW RUTHERFORD AVE BOSTON MA 02129 042710011 501(C)(1) 12000 0 COMMUNITY BENEFIT PROGRAM BROWN UNIVERSITY 13 BROWN ST PROVIDENCE RI 02912 050258809 501(C)(3) 11000 0 COMMUNITY BENEFIT PROGRAM MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES 179 LONGWOOD AVE BOSTON MA 02115 042104700 501(C)(3) 10000 0 COMMUNITY BENEFIT PROGRAM UNIVERSITY OF MASSACHUSETTS DARTMOUTH 285 OLD WESTPORT RD NORTH DARTMOUTH MA 02747 043167352 501(C)(1) 10000 0 COMMUNITY BENEFIT PROGRAM EMMANUEL COLLEGE 400 THE FENWAY BOSTON MA 02115 042105769 501(C)(3) 9500 0 COMMUNITY BENEFIT PROGRAM BRIDGEWATER STATE UNIVERSITY 131 SUMMER ST BRIDGEWATER MA 02325 222678005 501(C)(1) 7500 0 COMMUNITY BENEFIT PROGRAM HARVARD UNIVERSITY 1350 MASSACHUSETTS AVE CAMBRIDGE MA 02138 042103580 501(C)(3) 7000 0 COMMUNITY BENEFIT PROGRAM INSTITUTE OF CULINARY EDUCATION 225 LIBERTY ST 3RD FLOOR NEW YORK NY 10281 132847478 501(C)(3) 5500 0 COMMUNITY BENEFIT PROGRAM ROXBURY COMMUNITY COLLEGE 1234 COLUMBUS AVE ROXBURY MA 02120 042726857 501(C)(1) 5500 0 COMMUNITY BENEFIT PROGRAM SAINT ANSELM COLLEGE 100 ST ANSELM DR GOFFSTOWN NH 03102 020222182 501(C)(3) 5500 0 COMMUNITY BENEFIT PROGRAM SOUTHERN NEW HAMPSHIRE UNIVERSITY 2500 N RIVER RD MANCHESTER NH 03106 020274509 501(C)(3) 5500 0 COMMUNITY BENEFIT PROGRAM TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 042103545 501(C)(3) 5500 0 COMMUNITY BENEFIT PROGRAM WAGNER COLLEGE 1 CAMPUS RD STATEN ISLAND NY 10301 135604699 501(C)(3) 5500 0 COMMUNITY BENEFIT PROGRAM THE GENERAL HOSPITAL CORPORATION 55 FRUIT ST BOSTON MA 02114 042697983 501(C)(3) 29890284 0 EXEMPT AFFILIATE SUPPORT MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC 55 FRUIT ST BOSTON MA 02114 042807148 501(C)(3) 16658388 0 EXEMPT AFFILIATE SUPPORT THE SPAULDING REHABILITATION HOSPITAL CORPORATION 300 FIRST AVE CHARLESTOWN MA 02129 270273715 501(C)(3) 1302705 0 EXEMPT AFFILIATE SUPPORT MASS GENERAL BRIGHAM HOME CARE INC 95 WELLS AVE NEWTON MA 02459 042918280 501(C)(3) 639090 0 EXEMPT AFFILIATE SUPPORT SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC 100 NORTH BEACON ST BRIGHTON MA 02134 222632121 501(C)(3) 87021 0 EXEMPT AFFILIATE SUPPORT SPAULDING HOSPITAL-CAMBRIDGE INC 1575 CAMBRIDGE ST CAMBRIDGE MA 02138 270273715 501(C)(3) 325674 0 EXEMPT AFFILIATE SUPPORT SPAULDING REHABILITATION INC 800 BOYLSTON ST BOSTON MA 02199 260003495 501(C)(3) 48000000 0 EXEMPT AFFILIATE SUPPORT REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION 311 SERVICE RD EAST SANDWICH MA 02537 043071419 501(C)(3) 195579 0 EXEMPT AFFILIATE SUPPORT THE MCLEAN HOSPITAL CORPORATION 115 MILL ST BELMONT MA 02478 042697981 501(C)(3) 4149560 0 EXEMPT AFFILIATE SUPPORT THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS ST BOSTON MA 02115 042312909 501(C)(3) 77890 0 EXEMPT AFFILIATE SUPPORT BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC 75 FRANCIS ST BOSTON MA 02115 043466314 501(C)(3) 11208604 0 EXEMPT AFFILIATE SUPPORT BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC 1153 CENTRE ST BOSTON MA 02130 042768256 501(C)(3) 526876 0 EXEMPT AFFILIATE SUPPORT NORTH SHORE MEDICAL CENTER INC 81 HIGHLAND AVE SALEM MA 01970 043399616 501(C)(3) 543448 0 EXEMPT AFFILIATE SUPPORT NORTH SHORE PHYSICIANS GROUP INC 81 HIGHLAND AVE SALEM MA 01970 043080484 501(C)(3) 5888325 0 EXEMPT AFFILIATE SUPPORT NEWTON-WELLESLEY MEDICAL GROUP INC 2014 WASHINGTON ST NEWTON MA 02462 222560501 501(C)(3) 467986 0 EXEMPT AFFILIATE SUPPORT NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST NANTUCKET MA 02554 042103823 501(C)(3) 141206 0 EXEMPT AFFILIATE SUPPORT MARTHA'S VINEYARD HOSPITAL INC LINTON LN PO BOX 1477 OAK BLUFFS MA 02557 042104691 501(C)(3) 2946736 0 EXEMPT AFFILIATE SUPPORT WNR INC LINTON LN OAK BLUFFS MA 02557 043419920 501(C)(3) 6480 0 EXEMPT AFFILIATE SUPPORT COOLEY DICKINSON HOSPITAL INC 30 LOCUST ST NORTHAMPTON MA 01060 222617175 501(C)(3) 338322 0 EXEMPT AFFILIATE SUPPORT VNA & HOSPICE OF COOLEY DICKINSON INC 168 INDUSTRIAL DR NORTHAMPTON MA 01060 042104788 501(C)(3) 19170 0 EXEMPT AFFILIATE SUPPORT MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC 800 BOYLSTON ST BOSTON MA 02199 043236175 501(C)(3) 25680557 0 EXEMPT AFFILIATE SUPPORT THE MGH INSTITUTE OF HEALTH PROFESSIONS INC 36 FIRST AVE CHARLESTOWN MA 02129 042868893 501(C)(3) 15825 0 EXEMPT AFFILIATE SUPPORT WENTWORTH-DOUGLASS HOSPITAL 789 CENTRAL AVE DOVER NH 03820 020260334 501(C)(3) 1517130 0 EXEMPT AFFILIATE SUPPORT WENTWORTH-DOUGLASS PHYSICIAN CORPORATION 789 CENTRAL AVE DOVER NH 03820 020497927 501(C)(3) 1006858 0 EXEMPT AFFILIATE SUPPORT MASSACHUSETTS EYE & EAR INFIRMARY 243 CHARLES STREET BOSTON MA 02114 042103591 501(C)(3) 1391040 0 EXEMPT AFFILIATE SUPPORT MASSACHUSETTS EYE & EAR ASSOCIATES INC 243 CHARLES STREET BOSTON MA 02114 222658209 501(C)(3) 514810 0 EXEMPT AFFILIATE SUPPORT MASS GENERAL BRIGHAM MEDICAL GROUP INC 800 BOYLSTON ST BOSTON MA 02199 841908707 501(C)(3) 4256096 0 EXEMPT AFFILIATE SUPPORT 66 7 SCHEDULE I, PART I, LINE 2 MASS GENERAL BRIGHAM INCORPORATED MAKES DONATIONS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. THESE DONATIONS CAN BE USED BY THE RECIPIENT ONLY IN FURTHERANCE OF THEIR TAX-EXEMPT MISSION. X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 ANNE KLIBANSKI MD PRESIDENT, CEO & DIRECTOR 2389133 0 3374653 0 179046 0 33550 0 26360 0 6002742 0 1400000 0 JOHN R BARKER CHIEF INVESTMENT OFFICER 719500 0 2536466 0 61089 0 27450 0 35501 0 3380006 0 0 0 RON M WALLS MD CHIEF OPERATING OFFICER 2002600 0 413300 0 415769 0 33550 0 27118 0 2892337 0 0 0 GREGG S MEYER MD MSC PRESIDENT, COMMUNITY DIVISION 1555420 0 2012 0 1032806 0 33550 0 29389 0 2653177 0 0 0 PETER K MARKELL FORMER - EVP, CFO & TREASURER 0 0 0 0 1950362 0 0 0 329 0 1950691 0 0 0 ELIZABETH L BALDWIN PORTFOLIO MANAGER 610309 0 1111556 0 51854 0 21350 0 37411 0 1832480 0 0 0 KATHERINE L KAMM PORTFOLIO MANAGER 610682 0 1086670 0 52120 0 21350 0 38355 0 1809177 0 0 0 LAURA PEABODY CHIEF LEGAL OFF., SECRETARY 07/01/23 1155365 0 488172 0 97015 0 33550 0 27269 0 1801371 0 0 0 NIYUM GANDHI CFO & TREASURER 1459480 0 100000 0 186770 0 18300 0 22691 0 1787241 0 100000 0 JANE D MORAN CHIEF INFORMATION & DIGITAL OFFICER 1223000 0 196000 0 175233 0 27450 0 35091 0 1656774 0 0 0 O'NEIL BRITTON MD ASSOCIATE CHIEF OPERATING OFFICER 1114237 0 143687 0 62920 0 33550 0 37441 0 1391835 0 0 0 ROSEMARY R SHEEHAN CHIEF HUMAN RESOURCES OFFICER 930000 0 289587 0 93348 0 33550 0 35421 0 1381906 0 0 0 THOMAS DEAN SEQUIST MD CHIEF MEDICAL OFFICER 1009561 0 216040 0 87617 0 33550 0 34940 0 1381708 0 0 0 JEFF A WEISS CHIEF STRATEGY & TRANSFORMATION OFF. 872504 0 294256 0 97593 0 27450 0 27178 0 1318981 0 0 0 RAVI I THADHANI MD MPH CHIEF ACADEMIC OFFICER 858650 0 266771 0 89561 0 33550 0 35355 0 1283887 0 0 0 ALISTAIR ERSKINE MD FORMER - CHIEF DIGITAL HEALTH OFF. 823737 0 48009 0 82721 0 24400 0 38164 0 1017031 0 0 0 YOLONDA LORIG COLSON MD PHD DIRECTOR 0 705000 0 105000 0 125434 0 36600 0 25924 0 997958 0 0 JAMES W NOGA FORMER - VP & CHIEF INFORMATION OFF. 319277 0 0 0 512635 0 33550 0 11715 0 877177 0 0 0 KEVIN S SCHLICKE FORMER - INTERIM TREASURER 543803 0 163448 0 57918 0 33550 0 34241 0 832960 0 0 0 ZARA R COOPER MD DIRECTOR 0 580500 0 96400 0 46135 0 36600 0 26124 0 785759 0 0 MAUREEN GOGGIN SECRETARY UNTIL 06/30/23 179332 0 0 0 25215 0 4067 0 15565 0 224179 0 0 0 TRUSTEE COMPENSATION TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A MASS GENERAL BRIGHAM INCORPORATED AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES. PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE PROVIDED TO A CERTAIN KEY EMPLOYEE LISTED ON FORM 990, PART VII. THIS BENEFIT WAS PROVIDED PURSUANT TO A WRITTEN POLICY. THE HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE TREATED AS TAXABLE COMPENSATION. PART I, LINES 4A-B: RECEIPT OF SEVERANCE PAYMENT PETER K. MARKELL - $1,913,100 JAMES W. NOGA - $472,653 NONQUALIFIED RETIREMENT PLAN PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THESE AMOUNTS ARE ALREADY INCLUDED IN THE COMPENSATION DISCLOSED ON SCHEDULE J, PART II GREGG S. MEYER, M.D - $926,551 RON M. WALLS, M.D. - $289,455 PART I, LINE 7 CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF MASS GENERAL BRIGHAM INCORPORATED OR THE COMPENSATION COMMITTEES OF MASS GENERAL BRIGHAM INCORPORATED SUBORDINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS. A MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F 042456011 57586CGW9 2005-06-10 411566153 SERIES F - SEE SCHEDULE K PART VI 0 0 0 B MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 042456011 57586CZW8 2007-06-07 380000000 SERIES G - SEE SCHEDULE K PART VI 0 0 0 C MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H 042456011 57586CW27 2008-04-01 171320000 SERIES H - SEE SCHEDULE K PART VI 0 0 0 D MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K 043431814 57583R6W0 2011-01-13 436019104 SERIES K - SEE SCHEDULE K PART VI 0 0 0 A 183275000 419448101 18398432 2671595 2650000 326493380 69234694 2007 1 0 1 1 B 305000000 386190828 20479076 2776551 4696147 358239054 2009 0 0 1 1 C 14540000 171320000 420000 170900000 2009 1 0 1 1 D 323165000 436030814 3523063 201342457 231165294 2011 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 1 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 1 1 XL ASSET FUNDING COMPANY I LLC 1.800000000000 1 0 1 B 0 0 1 1 1 1 GOLDMAN SACHS CAPITAL MARKETS 35.000000000000 0 1 1 CITIGROUP FINANCIAL PRODUCTS INC 1.700000000000 1 0 1 C 0 0 1 1 1 0 1 CITIGROUP FINANCIAL PRODUCTS INC 0.800000000000 1 0 1 D 0 0 1 1 1 1 MERRILL LYNCH CAPITAL SERVICES 35.000000000000 0 1 0 0 1 A 1 B 1 C 1 D 1 PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (A) FINANCING A PORTION OF THE FOLLOWING PROJECTS: TENANT IMPROVEMENTS AND FIT OUT OF LEASED SPACE; CONSTRUCTION AND RENOVATION OF OPERATING ROOMS AT AN AMBULATORY SURGERY CENTER; RENOVATIONS TO VARIOUS CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: ACQUISITION OF A FACILITY AND A SMALL PARCEL OF VACANT LAND; CONSTRUCTION OF A CARDIOVASCULAR CENTER; THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO VARIOUS EXISTING FACILITIES. FINANCING A PORTION OF THE CONSTRUCTION AND RENOVATION OF FACILITIES. FINANCING THE ACQUISITION AND IMPROVEMENTS OF A PORTION OF A BUILDING AND INSTALLATION OF CAPITAL EQUIPMENT THEREIN. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES E, ISSUED 9/20/95. (B) FINANCING A PORTION OF CONSTRUCTION OF A CARDIOVASCULAR CENTER. FINANCING THE FOLLOWING PROJECTS: A PORTION OF THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; A PORTION OF THE COST OF ACQUISITION OF CONDOMINIUM UNITS; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: CONSTRUCTION AND EQUIPPING OF AN AMBULATORY CARE CENTER; THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM. (C) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-1 AND G-3, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES F, ISSUED 11/16/1995. (D) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-1, D-2 & D-4. PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) (E) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS AND A NEW BUILDING TO HOUSE A 132-BED REPLACEMENT FACILITY FOR SPAULDING REHABILITATION HOSPITAL. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE RENOVATION, EQUIPPING AND FURNISHING OF VARIOUS FACILITIES. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-3. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-3. (F) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-1. (G) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) (H) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE RENOVATION OF A NEONATAL INTENSIVE CARE UNIT AND CONSTRUCTION OF A SPECIAL CARE NURSERY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING INTERIM BORROWING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. (I) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-6. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-2 & I-3. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES J-1. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-5. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES L. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-3 & M-5. REFINANCING NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, WENTWORTH-DOUGLAS HOSPITAL ISSUE, SERIES 2011 A. REFINANCING NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, WENTWORTH-DOUGLAS HOSPITAL ISSUE, SERIES 2016 A & B. (J) REFINANCING LINE OF CREDIT DRAW, WHICH WAS USED TO FINANCE A PORTION OF THE COSTS OF CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF CERTAIN MASSACHUSETTS EYE AND EAR (MEE) FACILITIES. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, MASSACHUSETTS EYE AND EAR INFIRMARY ISSUE, SERIES D. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-2. (K) CONSTRUCTION OF A BUILDING AND RENOVATION OF AN EXISTING BUILDING, ON THE MAIN CAMPUS OF NORTH SHORE MEDICAL CENTER, INC.'S SALEM HOSPITAL. RENOVATION AND EQUIPPING OF THE BRIGHAM AND WOMEN'S HEALTH CARE CENTER IN WESTWOOD. ACQUISITION, RENOVATION AND EQUIPPING OF 830 AND 850 BOYLSTON STREET IN BOSTON. RENOVATION AND EQUIPPING OF THE BRIGHAM AND WOMEN'S/MASS GENERAL HEALTH CARE CENTER AT FOXBOROUGH. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES O-3. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-1. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES J-2. (L) REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES R-1. REFINANCING MASS GENERAL BRIGHAM TAXABLE COMMERCIAL PAPER NOTES, SERIES B-1, THAT REFINANCED ON AN INTERIM BASIS, MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES S-5. PART II PROCEEDS (3) TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. PART III, LINE 9 WITH RESPECT TO PROPERTY FOR WHICH POTENTIAL PRIVATE USE HAS BEEN IDENTIFIED AT THE TIME OF ISSUANCE OR MAY BE ANTICIPATED, MASS GENERAL BRIGHAM INCORPORATED DOES NOT UTILIZE TAX-EXEMPT BOND FINANCING FOR THAT PORTION OF THE PROPERTY. MASS GENERAL BRIGHAM INCORPORATED HAS PROCEDURES IN PLACE THAT PERMITS MONITORING OF ANY PRIVATE USES ARISING POST-ISSUANCE. PART IV ARBITRAGE (1) FORM 8038-T HAS NOT BEEN FILED AS ARBITRAGE REBATE PAYMENTS HAVE NOT BEEN REQUIRED. A 7/16/2020 B 7/7/2022 C 5/16/2023 D 2/24/2021 E 1/25/2019 F 10/11/2019 G 3/5/2020 H 2/2/2021 I 11/11/2022 PART IV ARBITRAGE, LINE 4E ONE OF THE ORIGINAL TWO QUALIFIED HEDGES WAS AMENDED AND DEEMED TERMINATED IN 2020. (A) 2020 A MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M 043431814 57583UG77 2014-01-30 510376675 SERIES M - SEE SCHEDULE K PART VI 0 0 0 B MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 043431814 2014-08-27 141350000 SERIES N - SEE SCHEDULE K PART VI 0 0 0 C MDFA PARTNERS HEALTHCARE SYSTEM SERIES O 043431814 57583UW20 2015-01-29 357583529 SERIES O - SEE SCHEDULE K PART VI 1 0 0 D MDFA PARTNERS HEALTHCARE SYSTEM SERIES Q 043431814 57584XJG7 2016-01-28 491625624 SERIES Q - SEE SCHEDULE K PART VI 0 0 0 A 486705000 510376950 4042015 360854935 145480000 2014 1 0 1 1 B 17100000 141350000 141350000 2009 1 0 1 1 C 89685000 58100000 359440557 2813646 214703942 141922969 2015 0 1 1 1 D 29070000 492608063 3731911 402774737 86101415 2016 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 1 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 0 0 1 B 0 0 1 1 1 1 BANK OF AMERICA NA 35.000000000000 0 1 0 0 1 C 0 0 1 1 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 0 0 1 D 0 0 1 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A MDFA PARTNERS HEALTHCARE SYSTEM SERIES S 043431814 57584X8W4 2017-12-28 1187892482 SERIES S - SEE SCHEDULE K PART VI 0 0 0 B MDFA PARTNERS HEALTHCARE SYSTEM SERIES T-1 AND T-2 043431814 57584YPF0 2019-01-29 158250000 SERIES T - SEE SCHEDULE K PART VI 0 0 0 C MDFA MASS GENERAL BRIGHAM INCORPORATED SERIES 2020 A 043431814 57584YWK1 2020-01-29 384146531 SERIES A - SEE SCHEDULE K PART VI 0 0 0 D MDFA MASS GENERAL BRIGHAM INCORPORATED SERIES 2022 B 043431814 2022-10-03 100230000 SERIES B - SEE SCHEDULE K PART VI 0 0 0 A 219360000 1218798835 5920978 1212877857 2016 1 1 1 1 B 35000000 158250000 158250000 2014 1 1 1 1 C 28355000 384146531 1510330 243871031 138765169 2019 1 0 1 1 D 100230000 100230000 2016 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 1 1 1 BANK OF AMERICA NA 27.000000000000 0 0 0 0 1 B 0 1 0 0 1 1 JPMORGAN CHASE BANK NA 29.400000000000 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 1 1 BANK OF AMERICA NA 29.700000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 T BYRNE FAMILY - HOCKFIELD 20000 SALARY-MGPO 0 E BYRNE FAMILY - HOCKFIELD 77837 SALARY-MGPO 0 K HOLMAN FAMILY - HOLMAN 48261 SALARY-GHC 0 R SOBERMAN FAMILY - KLIBANSKI 130000 SALARY-MGPO 0 A THORNDIKE FAMILY - THORNDIKE 213728 SALARY-MGPO 0 A WALLS FAMILY - WALLS 356080 SALARY-BWPO 0 SUFFOLK CONSTRUCTION DIRECTOR - FISH 27128876 CONSTR SVCS 0 NPP DEVELOPMENT DIRECTOR - KRAFT 8303375 LEASE 0 NPS LLC DIRECTOR - KRAFT 1500000 MARKETING 0 INTERSYSTEMS DIRECTOR - RAGON 708539 PROD & SVCS 0 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS MASS GENERAL BRIGHAM INCORPORATED ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM, INC. THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC., SPAULDING REHABILITATION, INC., MASS GENERAL BRIGHAM HEALTH PLAN, INC., AND THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. MASS GENERAL BRIGHAM IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. MASS GENERAL BRIGHAM IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. MASS GENERAL BRIGHAM IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR PATIENT CARE, TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF MASS GENERAL BRIGHAM HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. MASS GENERAL BRIGHAM IS COMMITTED TO LEADING THE WAY IN DESIGNING INTEGRATED PATIENT AND FAMILY-CENTERED CARE WITH THE GOALS OF ENHANCING THE QUALITY OF PATIENT CARE AND SLOWING THE INCREASE IN HEALTH CARE COSTS. MASS GENERAL BRIGHAM INCORPORATED IS COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE MEASURABLE, SUSTAINABLE IMPROVEMENTS IN THE HEALTH STATUS OF UNDERSERVED POPULATIONS. MASS GENERAL BRIGHAM AND ITS HOSPITALS ARE MAKING A DIFFERENCE IN THE COMMUNITIES IN WHICH WE LIVE AND WORK THROUGH INITIATIVES ON WORKFORCE DEVELOPMENT, PREVENTION AND ACCESS TO HEALTH CARE. IN ADDITION, MASS GENERAL BRIGHAM HOSPITALS HAVE PROVIDED CARE TO MORE THAN 100,000 UNINSURED AND MEDICAID PATIENTS ANNUALLY. MASS GENERAL BRIGHAM COMMUNITY BENEFIT PROGRAMS AND GRANTS FOCUS ON THREE IMPORTANT AREAS: ENHANCING ACCESS TO HEALTH CARE - MASS GENERAL BRIGHAM AND ITS HOSPITALS ARE COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE MEASURABLE AND SUSTAINABLE IMPROVEMENTS IN THE HEALTH STATUS OF UNDERSERVED POPULATIONS. WE SEEK TO INCREASE ACCESS TO QUALITY CARE REGARDLESS OF PATIENTS' ABILITY TO PAY, INSURANCE STATUS, OR OTHER POTENTIAL BARRIERS TO CARE. - MASS GENERAL BRIGHAM LICENSED AND AFFILIATED HEALTH CENTERS PROVIDE CARE TO 325,000 PATIENTS. - SINCE 1998, MASS GENERAL BRIGHAM HAS COMMITTED A TOTAL OF MORE THAN $83 MILLION TO ENSURE THAT HEALTH CENTERS HAVE THE SPACE AND TECHNOLOGY THEY NEED TO PROVIDE THEIR PATIENTS WITH EXCELLENT CARE. - MASS GENERAL BRIGHAM INVESTS MORE THAN $27 MILLION ANNUALLY IN OPERATING FUNDS TO STRENGTHEN COMMUNITY HEALTH CENTERS. BUILDING TOMORROW'S HEALTH CARE WORKFORCE - MASS GENERAL BRIGHAM INCORPORATED'S COMMITMENT TO PROVIDING ACCESS TO JOBS WITH FAMILY-SUSTAINING WAGES, EXCELLENT BENEFITS, AND OPPORTUNITIES FOR ADVANCEMENT IS A FOUNDATIONAL PRINCIPLE FOR MASS GENERAL BRIGHAM'S WORKFORCE DEVELOPMENT PROGRAMS. THROUGH CAREER PIPELINES FOR YOUTH, ADULT COMMUNITY RESIDENTS, AND CURRENT WORKERS, MBG CREATES EMPLOYMENT, TRAINING, AND EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS AND CONTRIBUTES TO THE ECONOMIC HEALTH OF COMMUNITIES IN WHICH THEY LIVE. - THOUSANDS OF MASS GENERAL BRIGHAM EMPLOYEES HAVE PARTICIPATED IN INTERNAL SKILL DEVELOPMENT OPPORTUNITIES. - MORE THAN 600 ADULT COMMUNITY RESIDENTS HAVE GRADUATED FROM OUR HEALTH CARE TRAINING AND EDUCATION PROGRAM OVER THE PAST 14 YEARS. - MORE THAN 400 STUDENTS EACH YEAR ARE EMPLOYED BY BRIGHAM AND WOMEN'S HOSPITAL (BWH), BRIGHAM AND WOMEN'S FAULKNER HOSPITAL (BWFH), MASSACHUSETTS GENERAL HOSPITAL (MGH), AND NORTH SHORE MEDICAL CENTER (NSMC) DURING THE SUMMER. MASS GENERAL BRIGHAM OFFERS MENTORING, ACADEMIC TUTORING, CAREER EXPOSURE, AND SCHOLARSHIP PROGRAMS TO AREA HIGH SCHOOL STUDENTS IMPROVING HEALTH THROUGH PREVENTION - MASS GENERAL BRIGHAM AND ITS HOSPITALS PROVIDE EFFECTIVE, COORDINATED, AND MEASURABLE LOCAL SUPPORT TO ADDRESS AND PREVENT SOCIO-MEDICAL PROBLEMS THAT FACE OUR COMMUNITIES. WE RAISE AWARENESS, ADVOCATE FOR PUBLIC POLICY CHANGES, IMPLEMENT PREVENTION PROGRAMS, AND SUCCESSFULLY DEVELOP ADDITIONAL TREATMENT RESOURCES TO HELP COMMUNITY RESIDENTS STAY HEALTHY. - MASS GENERAL BRIGHAM HOSPITALS' DOMESTIC VIOLENCE PROGRAMS HAVE SERVED 17,000 CLIENTS SINCE 1997. - OVER THE PAST 13 YEARS THE REVERE CARES SUBSTANCE ABUSE PREVENTION PROGRAM HAS HELPED REDUCE BINGE DRINKING BY 39% AND SMOKING BY 32% AMONG REVERE HIGH SCHOOL STUDENTS. CLINICIAN-LED INITIATIVES MASS GENERAL BRIGHAM'S PEOPLE SHARE A PASSIONATE COMMITMENT TO HEAL AND TO CARE FOR THOSE IN NEED. MASS GENERAL BRIGHAM SUPPORTS THE PASSION OF DEDICATED CLINICIANS BOTH DIRECTLY AND BY "SEEDING" THEIR START-UP INITIATIVES SO THEY CAN TACKLE COMPLEX HEALTH CARE CHALLENGES AND HELP MEET THE EVOLVING MEDICAL NEEDS OF THE GLOBAL COMMUNITY. FROM RESEARCH ON INFECTIOUS DISEASES INCLUDING HIV/AIDS AND TUBERCULOSIS AND BUILDING COMMUNITY-BASED TREATMENT PROGRAMS FOR THESE DISEASES, TO BUILDING CARDIAC SURGERY CENTERS IN RWANDA AND TRAINING PHYSICIANS IN UGANDA, INITIATIVES FUNDED BY MASS GENERAL BRIGHAM HAVE GROWN INTO WORLD-CLASS INSTITUTES SUPPORTED BY MAJOR PHILANTHROPISTS AND FOUNDATIONS. PLEASE VISIT: HTTPS://WWW.MASSGENERALBRIGHAM.ORG/WHO-WE-ARE FOR MORE INFORMATION ABOUT SPECIFIC MASS GENERAL BRIGHAM'S PROGRAMS AND INITIATIVES. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS MARC CASPER & SCOTT SPERLING - BUSINESS RELATIONSHIP NIYUM GANDHI & GREGG MEYER - BUSINESS RELATIONSHIP SUSAN HOCKFIELD & PHILLIP RAGON - BUSINESS RELATIONSHIP SUSAN HOCKFIELD & DIANE PATRICK - BUSINESS RELATIONSHIP DIANE PATRICK & SCOTT SPERLING - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 DECISIONS OF GOVERNING BODY SUBJECT TO MEMBER APPROVAL PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBERS OF THE ORGANIZATION: - MEMBERS SHALL DETERMINE THE NUMBER OF MASS GENERAL BRIGHAM DIRECTORS AND SHALL ELECT MASS GENERAL BRIGHAM DIRECTORS. MEMBERS MAY, BY A VOTE, INCREASE THE NUMBER OF MASS GENERAL BRIGHAM DIRECTORS. - MEMBERS MAY DECREASE THE NUMBER OF MASS GENERAL BRIGHAM DIRECTORS, BUT ONLY TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE ELECTED MASS GENERAL BRIGHAM DIRECTORS. - MEMBERS MAY REMOVE A MASS GENERAL BRIGHAM DIRECTOR WITH OR WITHOUT CAUSE BY VOTE. - MEMBERS MAY AMEND MASS GENERAL BRIGHAM BYLAWS IN WHOLE OR IN PART OR MAY REPEAL AND ADOPT NEW BYLAWS. MEMBERS MAY ADOPT, AMEND OR REPEAL ANY BYLAW, INCLUDING ANY BYLAWS ADOPTED, AMENDED OR REPEALED BY THE DIRECTORS. PURSUANT TO THE LAWS OF MASSACHUSETTS, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBER OF THE ORGANIZATION: - AMEND OR RESTATE THE ARTICLES OF ORGANIZATION - CONSOLIDATION OR MERGER - SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS PROPERTY OR ASSETS. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE COMMITTEE UNLESS THE DIRECTORS OTHERWISE DETERMINE, ANY EXECUTIVE COMMITTEE APPOINTED BY THE DIRECTORS SHALL HAVE ALL OF THE POWERS OF THE DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE DIRECTORS, EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF CHAPTER 156B OF THE MASSACHUSETTS GENERAL LAWS. FORM 990, PART VI, SECTION A, LINE 7B SEE STATEMENT ON QUESTION 6 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW THE FORM 990 WAS PREPARED AND REVIEWED BY THE MASS GENERAL BRIGHAM TAX DEPARTMENT. CERTAIN KEY SECTIONS WERE ALSO REVIEWED BY THE MASS GENERAL BRIGHAM CFO AND TREASURER; AND BY THE MASS GENERAL BRIGHAM CHIEF LEGAL OFFICER. THE CFO AND TREASURER REVIEWED AND SIGNED THE FORM 990. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 2, 2024 MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE MASS GENERAL BRIGHAM BOARD OF DIRECTORS. THE COMPENSATION DISCLOSURES WERE PROVIDED TO THE MASS GENERAL BRIGHAM COMPENSATION COMMITTEE WHICH MET ON MAY 7, 2024. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, MASS GENERAL BRIGHAM INCORPORATED HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH MASS GENERAL BRIGHAM'S CONFLICT OF INTEREST POLICY, THE MASS GENERAL BRIGHAM OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF THE GENERAL COUNSEL WORK TOGETHER TO PERIODICALLY DISTRIBUTE, COLLECT AND REVIEW DISCLOSURE STATEMENTS FROM THESE INDIVIDUALS. THE INFORMATION ON EACH SUCH DISCLOSURE IS REVIEWED BY EACH INDIVIDUAL'S SUPERVISOR (WHO IN THE CASE OF DIRECTORS AND TRUSTEES IS DEEMED TO CONSIST OF THE CHAIRMAN OF THE BOARD AND THE ENTITY'S PRESIDENT/CEO, WHO REVIEW THE DISCLOSURES WITH THE ASSISTANCE OF THE GENERAL COUNSEL OR ATTORNEY REPRESENTATIVES OF HER OFFICE). MASS GENERAL BRIGHAM HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM*, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF MASS GENERAL BRIGHAM, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE MASS GENERAL BRIGHAM PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE MASS GENERAL BRIGHAM BOARD CHAIR. * AS INSTITUTIONS ARE ADDED TO MASS GENERAL BRIGHAM INCORPORATED THERE IS A TRANSITION PERIOD. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS AT LEAST ON AN ANNUAL AND PROSPECTIVE BASIS. FORM 990, PART VI, SECTION C, LINE 18 N/A FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS 463,500,598. NON-SERVICE RELATED PENSION INCOME 233,827,096. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. 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