efile Public Visual Render
ObjectId: 201532269349300608 - Submission: 2015-08-14
TIN: 90-0656139
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
See separate instructions.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
13
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
,
MA
01701
26-3871702
Home health
MA
0
0
PHC
(2)
PARTNERS HEALTHCARE INTERNATIONAL LLC
800 BOYLSTON STREET
BOSTON
,
MA
02199
20-5281203
MED TRAINING
MA
18,387,496
19,079,760
PHS
(3)
PD PRODUCTIONS LLC
101 MERRIMAC STREET 3RD FLOOR
BOSTON
,
MA
02114
56-2383458
MED EDUCATION
MA
0
0
PHS
(4)
GENEINSIGHT LLC
101 HUNTINGTON AVENUE
BOSTON
,
MA
02199
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
,
MA
02129
04-2868893
Med. Educ.
MA
501(C)(3)
2
MGH
Yes
(2)
Village Manor Nursing Home Inc
1153 Centre Street
Boston
,
MA
02130
04-2775265
Nursing Home
MA
501(C)(3)
3
BWFH
Yes
(3)
Neighborhood Health Plan Inc (NHP)
253 Summer Street
Boston
,
MA
02210
04-2932021
Insurance
MA
501(c)(4)
NONE
PHS
No
(4)
Community Medical Alliance Inc
253 Summer Street
Boston
,
MA
02210
04-3454185
Insurance
MA
501(c)(3)
11A
NHP
No
(5)
McLean Child Care Center Inc
115 Mill Street
Belmont
,
MA
02478
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
,
NY
10167
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
,
MA
02210
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
,
MA
02199
26-2899986
INVESTMENTS
MA
NA
EXCLUDED
0
21,720,834
0
100.000 %
(4)
PARTNERS HEALTHCARE SYSTEM POOLED
101 MERRIMACK STREET
BOSTON
,
MA
02110
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
,
MA
02199
04-3236175
Healthcare
MA
PHS
C
0
0
0 %
No
(2)
Newton-Wellesley Physician Hospital Org
2014 Washington Street
Newton
,
MA
02462
04-3209749
Healthcare
MA
NWHC
C
4,547,992
8,755,322
100.000 %
Yes
(3)
BSC Inc
75 Francis Street
Boston
,
MA
02115
04-2987478
Telecommunica
MA
BWHC
C
0
0
0 %
Yes
(4)
GENEINSIGHT INC
101 HUNTINGTON AVENUE
BOSTON
,
MA
02199
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
Software ID:
Software Version: