SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBulletInformation about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Partners HealthCare System Inc & Affiliates
Group Return
Employer identification number

90-0656139
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity









(1) Partners Private Care LLC
1101 Worcester Road
Framingham,MA01701
26-3871702
Home health MA 0 0 PHC
 
(2) PARTNERS HEALTHCARE INTERNATIONAL LLC
800 BOYLSTON STREET
BOSTON,MA02199
20-5281203
MED TRAINING MA 18,387,496 19,079,760 PHS
 
(3) PD PRODUCTIONS LLC
101 MERRIMAC STREET 3RD FLOOR
BOSTON,MA02114
56-2383458
MED EDUCATION MA 0 0 PHS
 
(4) GENEINSIGHT LLC
101 HUNTINGTON AVENUE
BOSTON,MA02199
46-1081053
R&D MA 2,360,909 0 PHS
 




Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)The MGH Institute of Health Professions

36 First Avenue

Charlestown,MA02129
04-2868893
Med. Educ. MA 501(C)(3) 2 MGH
 
Yes
 
(2)Village Manor Nursing Home Inc

1153 Centre Street

Boston,MA02130
04-2775265
Nursing Home MA 501(C)(3) 3 BWFH
 
Yes
 
(3)Neighborhood Health Plan Inc (NHP)

253 Summer Street

Boston,MA02210
04-2932021
Insurance MA 501(c)(4) NONE PHS
 
 
No
(4)Community Medical Alliance Inc

253 Summer Street

Boston,MA02210
04-3454185
Insurance MA 501(c)(3) 11A NHP
 
 
No
(5)McLean Child Care Center Inc

115 Mill Street

Belmont,MA02478
04-2932850
Child Care MA 501(c)(3) 11 MHC
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Page 2
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) PHS Bay Colony Fund

245 Parke Avenue
NY,NY10167
13-3887448
Investments DE PPIA
 
EXCLUDED -375,271 2,089,751   No -327,707   No 93.945 %
(2) WELLINGTON TRUST COMPANY NA

280 CONGRESS STREET
BOSTON,MA02210
04-6657593
INVESTMENTS MA PPIA
 
EXCLUDED 385,952 64,610,183   No 0   No 86.455 %
(3) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE 4TH FLOOR
BOSTON,MA02199
26-2899986
INVESTMENTS MA NA
 
EXCLUDED 0 21,720,834     0     100.000 %
(4) PARTNERS HEALTHCARE SYSTEM POOLED

101 MERRIMACK STREET
BOSTON,MA02110
04-3268842
INVESTMENTS MA PHS
 
EXCLUDED 419,481,337 8,290,130,162   No 570,635   No 99.809 %






Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Partners Community HealthCare Inc

800 Boylston Street
Boston,MA02199
04-3236175
Healthcare MA PHS
 
C 0 0 0 %   No
(2) Newton-Wellesley Physician Hospital Org

2014 Washington Street
Newton,MA02462
04-3209749
Healthcare MA NWHC
 
C 4,547,992 8,755,322 100.000 % Yes  
(3) BSC Inc

75 Francis Street
Boston,MA02115
04-2987478
Telecommunica MA BWHC
 
C 0 0 0 % Yes  
(4) GENEINSIGHT INC

101 HUNTINGTON AVENUE
BOSTON,MA02199
47-1764599
SOFTWARE MA PHS
 
C CORP 0 0 0 %   No






Schedule R (Form 990) 2013
Page 3
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Brigham and Women's Hospital Inc

1a(iv 768,168 FMV
(2) Brigham and Women's Faulkner Hospital Inc

1b 4,894,264 FMV
(3) Brigham and Women's Hospital Inc

1c 128,976,405 FMV
(4) Brigham and Women's Obstetrics and Gyn

1b 460,000 FMV
(5) Brigham Pathology Research and Education Foun

1b 265,959 FMV
(6) Brigham Radiology Research and Education Foun

1b 1,220,000 FMV
(7) The McLean Hospital Corporation

1c 21,248,550 FMV
(8) Martha's Vineyard Hospital Inc

1a(i) 52,162 FMV
(9) Nantucket Cottage Hospital

1a(i) 122,971 FMV
(10) Rehabilitation Hospital of the Cape and Isl

1a(i) 17,649 FMV
(11) The General Hospital Corporation

1a(iv 5,445,822 FMV
(12) Massachusetts General Physicians Org

1a(iv 2,158,595 FMV
(13) The General Hospital Corporation

1c 98,404,996 FMV
(14) Massachusetts General Physicians Org

1c 7,703,819 FMV
(15) The General Hospital Corporation

1l 440,464 FMV
(16) Massachusetts General Physicians Org

1l 100,091 FMV
(17) North Shore Medical Center Inc

1b 52,150,000 FMV
(18) Partners Home Care Inc

1b 3,012,727 FMV
(19) Spaulding Hospital - Cambridge Inc

1b 4,253,029 FMV
(20) Shaughnessy-Kaplan Rehabilitation Hospital

1b 6,285,201 FMV
(21) Rehabilitation Hospital of the Cape and Isl

1c 275,632 FMV
(22) THE SPAULDING REHABILITATION HOSPITAL CORP

1c 5,237,852 FMV
(23) FRC INC

1c 845,944 FMV
(24) The Spaulding Rehabilitation Hospital Corp

1l 4,820,004 FMV
(25) Partners Home Care Inc

1l 6,324,996 FMV
(26) FRC Inc

1l 2,190,000 FMV
(27) Spaulding Hospital - Cambridge Inc

1l 4,331,004 FMV
(28) Rehabilitation Hospital of the Cape and Isl

1l 2,091,996 FMV
(29) Shaughnessy-Kaplan Rehabilitation Hospital

1l 2,379,996 FMV
(30) WNR Inc

1a(iv 62,086 FMV
(31) WNR Inc

1k 210,864 FMV
(32) WNR Inc

1l 892,863 FMV
(33) WNR Inc

1o 107,649 FMV
(34) WNR Inc

1q 638,657 FMV
(35) COOLEY DICKINSON HOSPITAL

1b 254,086 FMV
(36) COOLEY DICKINSON HOSPITAL

1c 645,998 FMV
(37) COOLEY DICKINSON HOSPITAL

1p 170,768 FMV
Schedule R (Form 990) 2013
Page 4
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Page 5
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013

Additional Data


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