ANNA JAQUES COMMUNITY HEALTH FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ANNA JAQUES COMMUNITY HEALTH FOUNDATION (EIN 04-3318952)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-15
IRS object ID: 202242279349304779
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule D
Schedule G
Schedule I
Schedule J
Schedule N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-15T20:03:39-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO JERICHO PLAZA	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11753	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043318952	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANNA JAQUES COMMUNITY HEALTH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ANNA	BusinessNameControlTxt
Phone	9784631000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 HIGHLAND AVE	AddressLine1Txt
City	NEWBURYPORT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01950	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN KERNDL	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	9784631000	PhoneNum
Signature	2022-08-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN	PersonFirstNm
Person Last	KERNDL	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTINE KAWECKI	PreparerPersonNm
PTIN	P00743140	PTIN
Phone	5169187000	PhoneNum
Preparation	2022-08-12	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Final Return	Yes (X)	FinalReturnInd
Principal Officer	MARK GOLDSTEIN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 HIGHLAND AVE	AddressLine1Txt
City	NEWBURYPORT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01950	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,805,499	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.AJH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	22	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,130,185	PYContributionsGrantsAmt
CY Contributions Grants	$1,422,433	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$746,977	PYInvestmentIncomeAmt
CY Investment Income	$1,226,496	CYInvestmentIncomeAmt
PY Other Revenue	-$277	PYOtherRevenueAmt
CY Other Revenue	-$115	CYOtherRevenueAmt
PY Total Revenue	$2,876,885	PYTotalRevenueAmt
CY Total Revenue	$2,648,814	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,413,417	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$729,677	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$321,116	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$234,889	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$181,169	PYOtherExpensesAmt
CY Other Expenses	$132,291	CYOtherExpensesAmt
PY Total Expenses	$1,915,702	PYTotalExpensesAmt
CY Total Expenses	$1,096,857	CYTotalExpensesAmt
PY Revenues Less Expenses	$961,183	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,551,957	CYRevenuesLessExpensesAmt
Total Assets BOY	$25,888,813	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Liabilities BOY	-$15,194	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$25,904,007	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$0	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$1,024,753	ExpenseAmt
Grant	$729,677	GrantAmt
Desc	SEE SCHEDULE O.	Desc
Total Program Service Expenses	$1,024,753	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	Yes (1)	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEVEN CIAMPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9784631000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 HIGHLAND AVENUE	AddressLine1Txt
City	NEWBURYPORT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01950	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
GOLDSTEIN MARK
TRUSTEE (EX-OFFICIO), PRESIDENT MEMBER	1.00	57.00	Yes (X)	$0	$717,076	$95,480
WILLIAMSON MARY
TRUSTEE, EXEC. DIRECTOR	1.00	55.00	Yes (X)	$0	$151,817	$28,995	Yes (X)
CONNORS KATHY
TRUSTEE, SECRETARY	1.00		Yes (X)	$0	$0	$0	Yes (X)
GANONG JULIE
TRUSTEE, VICE CHAIR	1.00		Yes (X)	$0	$0	$0	Yes (X)
KHATIB MATT
TRUSTEE, CHAIR	1.00	2.00	Yes (X)	$0	$0	$0	Yes (X)
ABBOTT MARY ANN
TRUSTEE (EX-OFFICIO)	1.00		Yes (X)	$0	$0	$0
BAILEY MARK D
TRUSTEE	1.00		Yes (X)	$0	$0	$0
CANNON PATRICIA
TRUSTEE	1.00	2.00	Yes (X)	$0	$0	$0
CARAS RONNA
TRUSTEE	1.00		Yes (X)	$0	$0	$0
ELIAS CLAUDE
TRUSTEE	1.00		Yes (X)	$0	$0	$0
FOULKES KIM
TRUSTEE	1.00		Yes (X)	$0	$0	$0
KELLY KATHERINE
TRUSTEE	1.00		Yes (X)	$0	$0	$0
LAFLAMME DAVID
TRUSTEE	1.00	2.00	Yes (X)	$0	$0	$0
PURINTON ELIZABETH
TRUSTEE	1.00	2.00	Yes (X)	$0	$0	$0
SULLIVAN CHRISTOPHER R
TRUSTEE	1.00		Yes (X)	$0	$0	$0
TARKAN MD JOSHUA
TRUSTEE (EX-OFFICIO)	1.00	2.00	Yes (X)	$0	$0	$0
TWOMBLEY DONNA
TRUSTEE; CLINICAL MANAGER	1.00		Yes (X)	$0	$0	$0
KILDAY KEVIN
TREASURER	1.00	56.00		$0	$363,253	$63,579	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,232,146	TotReportableCompRltdOrgAmt
Total Other Compensation	$188,054	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$133,247	FundraisingAmt
All Other Contributions	$1,289,186	AllOtherContributionsAmt
Noncash Contributions	$5,041	NoncashContributionsAmt
Total Contributions	$1,422,433	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$446,559	TotalRevenueColumnAmt
Exclusion	$446,559	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$906,364	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$126,427	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$779,937	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$779,937	TotalRevenueColumnAmt
Exclusion	$779,937	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$30,143	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$133,247	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$30,258	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$115	TotalRevenueColumnAmt
Exclusion	-$115	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,648,814	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,226,381	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$729,677	TotalAmt
Program Services	$729,677	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$210,286	TotalAmt
Program Services	$194,397	ProgramServicesAmt
Management And General	$15,889	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,305	TotalAmt
Program Services	$7,305	ProgramServicesAmt
Management And General	$2,000	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$15,298	TotalAmt
Program Services	$14,082	ProgramServicesAmt
Management And General	$1,216	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$51,784	TotalAmt
Management And General	$51,784	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$59,586	TotalAmt
Program Services	$58,371	ProgramServicesAmt
Management And General	$1,215	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,921	TotalAmt
Program Services	$20,921	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,096,857	TotalAmt
Program Services	$1,024,753	ProgramServicesAmt
Management And General	$72,104	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$673,613	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,849,779	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$47,674	BOYAmt
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$23,317,747	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,888,813	BOYAmt
EOY	$0	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,168	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	-$16,362	BOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	-$15,194	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,107,728	BOYAmt
EOY	$0	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,796,279	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$25,904,007	BOYAmt
EOY	$0	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$25,888,813	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,551,957	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,442,660	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$28,898,624	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ANNA JAQUES HOSPITAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	042104338	EIN
Organization Type	3	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$729,677	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$729,677	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,488,640	BeginningYearBalanceAmt
Contributions	$0	ContributionsAmt
Investment Earnings Or Losses	$2,009,191	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,958,563	GrantsOrScholarshipsAmt
Other Expenditures	$11,470,408	OtherExpendituresAmt
Administrative Expenses	$68,860	AdministrativeExpensesAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,881,622	BeginningYearBalanceAmt
Investment Earnings Or Losses	$2,056,302	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$359,826	GrantsOrScholarshipsAmt
Administrative Expenses	$89,458	AdministrativeExpensesAmt
End Year Balance	$17,488,640	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$16,236,372	BeginningYearBalanceAmt
Investment Earnings Or Losses	$14,698	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$333,751	GrantsOrScholarshipsAmt
Administrative Expenses	$35,697	AdministrativeExpensesAmt
End Year Balance	$15,881,622	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,304,864	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,341,021	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$386,000	GrantsOrScholarshipsAmt
Administrative Expenses	$23,513	AdministrativeExpensesAmt
End Year Balance	$16,236,372	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,932,112	BeginningYearBalanceAmt
Contributions	$15,000	ContributionsAmt
Investment Earnings Or Losses	$1,792,855	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$416,628	GrantsOrScholarshipsAmt
Administrative Expenses	$18,475	AdministrativeExpensesAmt
End Year Balance	$15,304,864	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$6,971,280,000	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,442,660	NetUnrealizedGainsInvstAmt
Other Revenue	$6,968,447,572	OtherRevenueAmt
Revenue Not Reported	$6,969,890,232	RevenueNotReportedAmt
Revenue Subtotal	$1,389,768	RevenueSubtotalAmt
Other Revenues Not Included	$1,259,046	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,259,046	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,648,814	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,619,235,000	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$6,618,867,820	OtherExpensesIncludedAmt
Expenses Not Reported	$6,618,867,820	ExpensesNotReportedAmt
Expenses Subtotal	$367,180	ExpensesSubtotalAmt
Other Expenses Not Included	$729,677	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$729,677	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,096,857	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE AMOUNT IN OTHER EXPENDITURES WAS TRANSFERRED TO AJH AT 9/30/2021 WHEN THE COMPANIES MERGED.
PART X, LINE 2:	BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN 2021 AND 2020, RESPECTIVELY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,967,689,808. NET ASSETS RELEASED FROM RESTRICTION 757,764.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RESTRICTED CONTRIBUTIONS 698,350. RESTRICTED INVESTMENT INCOME 595,983. FUNDRAISING EXPENSE RECLASS -35,287.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	FUNDRAISING EXPENSE RECLASS 35,287. CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,618,832,533.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	GRANTS TO AFFILIATES 729,677.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$110,838	GrossReceiptsEvent1Amt
Charitable Contri Event1	$80,695	CharitableContriEvent1Amt
Gross Revenue Event1	$30,143	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$3,123	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$21,560	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$254	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$5,321	OtherDirectExpensesEvent1Amt
Event2	CELEBRATING SURVIVAL PAT	Event2Nm
Gross Receipts Event2	$52,552	GrossReceiptsEvent2Amt
Charitable Contri Event2	$52,552	CharitableContriEvent2Amt
Gross Receipts Total	$163,390	GrossReceiptsTotalAmt
Charitable Contributions Tot	$133,247	CharitableContributionsTotAmt
Gross Revenue Total Events	$30,143	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$3,123	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$21,560	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$254	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$5,321	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$30,258	DirectExpenseSummaryEventsAmt
Net Income Summary	-$115	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANNA JAQUES HOSPITAL	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 HIGHLAND AVE	AddressLine1Txt
City	NEWBURYPORT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01950	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	042104338	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$729,677	CashGrantAmt
Valuation Method Used	FMV	ValuationMethodUsedDesc
Purpose Of Grant	GENERAL SUPPORT	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	AS PREVIOUSLY NOTED IN THE FILING ANNA JAQUES COMMUNITY HEALTH FOUNDATION, MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND ANNA JAQUES COMMUNITY HEALTH FOUNDATION WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. ANNA JAQUES COMMUNITY HEALTH FOUNDATION ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GOLDSTEIN MARK
TRUSTEE (EX-OFFICIO), PRESIDENT MEMB	$0	$563,715	$0	$100,862	$0	$52,499	$0	$65,826	$0	$29,654	$0	$812,556	$0	$0
KILDAY KEVIN
TREASURER	$0	$333,116	$0	$30,011	$0	$126	$0	$18,974	$0	$44,605	$0	$426,832	$0	$0
WILLIAMSON MARY
TRUSTEE, EXEC. DIRECTOR	$0	$143,436	$0	$8,316	$0	$65	$0	$3,016	$0	$25,979	$0	$180,812	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 4B	SCHEDULE J PART I LINE 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, AND AS NOTED ABOVE, THE COMPENSATION DETAIL INCLUDED IN ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S (AJCHF) FORM 990 FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021 IS CALENDAR YEAR 2020 DETAIL. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J, PART I, LINE 4B, NON-QUALIFIED PLANS DURING THE 2020 CALENDAR YEAR, ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF) WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND RELATED TO THIS PLAN ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990.
PART I, LINE 7	SCHEDULE J PART I LINE 7, NON-FIXED PAYMENTS DURING THE 2020 CALENDAR YEAR, , THE FILING ORGANIZATION MAINTAINS EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED BY THE COMPENSATION COMMITTEE WHICH WAS FULLY STAFFED BY INDEPENDENT MEMBERS.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:	ADDITIONAL EXPLANATORY NOTES: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW AND WAS PAID FOR POSITIONS HELD DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. AS REQUIRED BY FORM 990, COMPENSATION REPORTED FOR THIS FISCAL YEAR IS CALENDAR YEAR 2020 COMPENSATION. COMPENSATION REPORTED FOR INDIVIDUALS MAY REFLECT AN ALLOCATION OF COMPENSATION PAID BY ENTITIES RELATED TO THE FILING ORGANIZATION AND WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK OR OTHER ENTITIES, AS REQUIRED. REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THESE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE COMPLETE TITLES AND ADDITIONAL EXPLANATORY INFORMATION FOR OFFICERS, DIRECTOR/TRUSTEES, KEY EMPLOYEES AND THE ENTITIES FIVE HIGHEST PAID EMPLOYEES OTHER THAN ODTKH ARE LISTED BELOW ALPHABETICALLY: ON SEPTEMBER 30, 2021, ANNA JAQUES COMMUNITY HEALTH FOUNDATION MERGED WITH ANNA JAQUES HOSPITAL. UNLESS OTHERWISE NOTED, ALL INDIVIDUALS SERVED IN THOSE ROLES UNTIL SEPTEMBER, 30, 2021. ABBOTT, MARY ANN TRUSTEE (EX-OFFICIO) ANNA JAQUES COMMUNITY HEALTH FOUNDATION BAILEY, MARK D. TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION BENNETT, MATT VICE PRESIDENT OF HUMAN RESOURCES ANNA JAQUES HOSPITAL VICE PRESIDENT OF HUMAN RESOURCES ANNA JAQUES COMMUNITY HEALTH FOUNDATION VICE PRESIDENT OF HUMAN RESOURCES SEACOAST AFFILIATED GROUP PRACTICE, INC. MR. BENNETT'S TERM AS VICE PRESIDENT OF HUMAN RESOURCES OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION BEGAN ON MARCH 31, 2021 AND ENDED ON SEPTEMBER 30, 2021. CANNON, PATRICIA TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE ANNA JAQUES HOSPITAL TRUSTEE SEACOAST AFFILIATED GROUP PRACTICE, INC. MRS. CANNON'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD ENDED ON OCTOBER 8, 2020. CARAS, RONNA TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION CONNORS, KATHY TRUSTEE, SECRETARY ANNA JAQUES COMMUNITY HEALTH FOUNDATION ELIAS, CLAUDE TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION FOLEY, MELISSA FORMER TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION FOULKES, KIM TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION GANONG, JULIE TRUSTEE, VICE CHAIR ANNA JAQUES COMMUNITY HEALTH FOUNDATION GASIOROWSKI, KEVIN FORMER TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION GOLDSTEIN, MARK UNLESS OTHERWISE NOTED BELOW, MR. GOLDSTEIN HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2021. TRUSTEE (EX-OFFICIO), PRESIDENT ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT MEMBER ANNA JAQUES COMMUNITY HEALTH FOUNDATION PRESIDENT AND TRUSTEE SEACOAST AFFILIATED GROUP PRACTICE, INC. ALTHOUGH MR. GOLDSTEIN SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. GOLDSTEIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $94,491. OF THIS AMOUNT, $47,626 IS UNVESTED. HOLMES, BETTY LANG INTERIM VICE PRESIDENT OF HUMAN RESOURCES ANNA JAQUES HOSPITAL INTERIM VICE PRESIDENT OF HUMAN RESOURCES ANNA JAQUES COMMUNITY HEALTH FOUNDATION INTERIM VICE PRESIDENT OF HUMAN RESOURCES SEACOAST AFFILIATED GROUP PRACTICE, INC. MRS. HOLMES'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD BEGAN ON FEBRUARY 1, 2021 AND ENDED ON MARCH 31, 2021.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:	JOHNSTON, CHRISTOPHER FORMER TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION KELLY, KATHERINE TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION KHATIB, MATT TRUSTEE, BOARD CHAIR ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE (EX-OFFICIO), ANNA JAQUES HOSPITAL TRUSTEE (EX OFFICIO), SEACOAST AFFILIATED GROUP PRACTICE, INC. KILDAY, KEVIN OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. KILDAY INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $7,674. OF THIS AMOUNT, $7,674 IS UNVESTED. LAFLAMME, DAVID TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE, BOARD CHAIR ANNA JAQUES HOSPITAL TRUSTEE, BOARD CHAIR SEACOAST AFFILIATED GROUP PRACTICE, INC. PURINTON, ELIZABETH TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION SULLIVAN, CHRISTOPHER R. TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION TARKAN, DR., JOSHUA TRUSTEE (EX-OFFICIO) ANNA JAQUES COMMUNITY HEALTH FOUNDATION O TERM BEGAN JANUARY 1, 2020 TRUSTEE (EX-OFFICIO), PRESIDENT, MEDICAL STAFF ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT, MEDICAL STAFF SEACOAST AFFILIATED GROUP PRACTICE TWOMBLEY, DONNA TRUSTEE, CLINICAL MANAGER ANNA JAQUES COMMUNITY HEALTH FOUNDATION WILLIAMSON, MARY TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER (EX-OFFICIO), EXECUTIVE DIRECTOR - ANNA JAQUES COMMUNITY HEALTH FOUNDATION OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. WILLIAMSON INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $ 351. OF THIS AMOUNT, $ 351 IS UNVESTED.

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	NET ASSET TRANSFER	AssetsDistriOrExpnssPaidDesc
Distribution	2021-09-30	DistributionDt
Fair Market Value Of Asset	$25,904,007	FairMarketValueOfAssetAmt
Method Of FMV Determination	BOOK VALUE	MethodOfFMVDeterminationTxt
EIN	042104338	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANNA JAQUES HOSPITAL INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 HIGHLAND AVENUE	AddressLine1Txt
City	NEWBURYPORT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01950	ZIPCd

Field	Value	IRS element (for citing)
IRC Section	501(C)(3)	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor	0	DirectorOfSuccessorInd
Employee Of Successor	0	EmployeeOfSuccessorInd
Owner Of Successor	0	OwnerOfSuccessorInd
Receive Compensation	0	ReceiveCompensationInd
Assets Distributed	Yes (1)	AssetsDistributedInd
Required To Notify AG	Yes (1)	RequiredToNotifyAGInd
Attorney General Notified	Yes (1)	AttorneyGeneralNotifiedInd
Liabilities Paid	Yes (1)	LiabilitiesPaidInd
Bonds Outstanding	0	BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE N	FormAndLineReferenceDesc
Explanation	AS NOTED ELSEWHERE IN THIS FILING, THE OPERATIONS OF THE FOUNDATION MERGED INTO AJH EFFECTIVE SEPTEMBER 30, 2021.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I	THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION) WAS ESTABLISHED IN 1996 FOR THE PURPOSE OF CULTIVATING AND SOLICITING ON-GOING DONOR SUPPORT FOR THE GENERAL OPERATIONS, CRITICAL PROGRAMS AND CAPITAL EQUIPMENT NEEDS OF ANNA JAQUES HOSPITAL (AJH OR HOSPITAL), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE FOUNDATION'S MISSION IS TO SUPPORT AJH AND TO FURTHER THE HOSPITAL'S ABILITY TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY AJH. THE FOUNDATION ACCOMPLISHES ITS MISSION THROUGH COMMUNITY OUTREACH AND ENGAGEMENT AND BY SEEKING PHILANTHROPIC SUPPORT FROM GRATEFUL PATIENTS, COMMUNITY MEMBERS, FOUNDATIONS, AND BUSINESSES.
FORM 990, PART III LINE 1:	THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION) WAS ESTABLISHED IN 1996 FOR THE PURPOSE OF CULTIVATING AND SOLICITING ON-GOING DONOR SUPPORT FOR THE GENERAL OPERATIONS, CRITICAL PROGRAMS AND CAPITAL EQUIPMENT NEEDS OF ANNA JAQUES HOSPITAL (AJH OR HOSPITAL), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE FOUNDATION'S MISSION WAS TO SUPPORT AJH AND TO FURTHER THE HOSPITAL'S ABILITY TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY AJH. THE FOUNDATION ACCOMPLISHED ITS MISSION THROUGH COMMUNITY OUTREACH AND ENGAGEMENT AND BY SEEKING PHILANTHROPIC SUPPORT FROM GRATEFUL PATIENTS, COMMUNITY MEMBERS, FOUNDATIONS, AND BUSINESSES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES.
FORM 990, PART III, LINE 3	AS NOTED ELSEWHERE IN THIS FILING, THE OPERATIONS OF THE FOUNDATION MERGED INTO AJH EFFECTIVE SEPTEMBER 30, 2021.
FORM 990, PART III, LINE 4A:	FUNDRAISING ACTIVITIES IN SUPPORT OF ANNA JAQUES HOSPITAL AS NOTED PREVIOUSLY IN THIS FILING, THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION), ENGAGES IN DONOR CULTIVATION, SOLICITATION AND STEWARDSHIP IN FURTHERANCE OF ITS EXEMPT PURPOSE TO EXCLUSIVELY SUPPORT ANNA JAQUES HOSPITAL (AJH OR HOSPITAL). THE HOSPITAL, LOCATED IN NEWBURYPORT, MASSACHUSETTS HAS BEEN A VITAL PART OF THE COMMUNITY SINCE IT OPENED ITS DOORS IN 1884. THROUGH THE DIRECT FUNDRAISING EFFORTS OF THE FOUNDATION, AJH SUPPORTERS ARE ENCOURAGED TO RENEW THEIR ANNUAL SUPPORT TO CREATE A RELIABLE STREAM OF CONTRIBUTED INCOME TO FUND THE HOSPITAL'S GREATEST NEEDS INCLUDING SPECIAL PROGRAMS, GENERAL OPERATIONS AND CAPITAL PRIORITIES. PROGRAMS SUPPORTED HAVE INCLUDED A TOP-RATED WOUND HEALING CENTER, THE AJH CANCER CENTER IN AFFILIATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER, A SISTER ENTITY TO AJH AND A WORLD-RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THE GERRISH BREAST CARE CENTER, AND THE PERSIST PROGRAM SUPPORTING PREGNANT WOMEN WITH SUBSTANCE USE DISORDERS AND THEIR NEWBORNS. DURING THE PERIOD COVERED BY THIS FILING, THE FOUNDATION'S PRINCIPAL FOCUS WAS TO GENERATE COMMUNITY SUPPORT FOR THE STEPPING FORWARD CAMPAIGN TO EXPAND SURGICAL SERVICES AT AJH. THIS $3.5 MILLION CAMPAIGN WILL HELP AJH BUILD TWO NEW, STATE-OF-THE-ART OPERATING ROOMS TO HELP TO EXPAND AJH'S ORTHOPEDIC PROGRAM IN COLLABORATION WITH NEW ENGLAND BAPTIST HOSPITAL (NEBH), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A SISTER ENTITY TO AJH AND THE PREMIER REGIONAL PROVIDER FOR ORTHOPEDIC SURGERY AND THE TREATMENT OF MUSCULOSKELETAL DISEASES AND DISORDERS. DURING THE FISCAL YEAR COVERED BY THIS FILING, THE FOUNDATION THROUGH ITS FUNDRAISING EFFORTS PROVIDED $729,677 OF SUPPORT TO ANNA JAQUES HOSPITAL TO SUPPORT THE HOSPITAL'S OPERATING AND CAPITAL NEEDS. IN ADDITION, $7,600,000 OF BOARD DESIGNATED CASH WAS TRANSFERRED TO THE HOSPITAL TO FUND OPERATIONS AND TO FUND THE STEPPING FORWARD RENOVATION PROJECT. AS NOTED ELSEWHERE IN THIS FILING, THE OPERATIONS OF THE FOUNDATION MERGED INTO AJH EFFECTIVE SEPTEMBER 30, 2021. IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND ITS RESPONSE TO THE ONGOING COVID-19 PANDEMIC. DETAILS ON BOTH ARE BELOW. BILH BEHAVIORAL HEALTH SERVICES THE BETH ISRAEL LAHEY HEALTH NETWORK (BILH) IS COMMITTED TO THE BEHAVIORAL HEALTH NEEDS OF THE PATIENTS AND COMMUNITIES SERVICED. BELOW ARE SOME OF ACTIVITIES THAT BILH BEHAVIORAL SERVICES (BILHBS) HAS PROVIDED TO THE PATIENTS AND COMMUNITIES SERVED BY BILH AND ITS AFFILIATED ENTITIES. BILHBS (WHICH INCLUDES THE ACTIVITIES OF BILH'S TAX-EXEMPT AFFILIATE NORTHEAST BEHAVIORAL HEALTH CORP) IS THE LARGEST NETWORK OF MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN EASTERN MASSACHUSETTS. BILHBS' NETWORK OF BEHAVIORAL HEALTH CARE INCLUDES SERVICES FOR CHILDREN AND ADULTS RANGING FROM INPATIENT TREATMENT TO COMMUNITY-BASED PROGRAMS. SERVICES INCLUDE: INPATIENT PSYCHIATRIC AND DETOXIFICATION TREATMENT; EMERGENCY PSYCHIATRIC AND MOBILE EMERGENCY SERVICES TEAMS; OUTPATIENT MENTAL HEALTH AND ADDICTION TREATMENT; INDIVIDUAL/COUPLE/FAMILY THERAPY; MEDICATION ASSISTED TREATMENT PROGRAMS FOR PERSONS WITH OPIOID USE DISORDERS; AND SCHOOL-BASED AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. SINCE THE CREATION OF BILH IN MARCH 2019, BILH HAS INVESTED SIGNIFICANTLY IN IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE THROUGH A SYSTEM-WIDE APPROACH TO CARE DELIVERY. FIRST, IT HAS MADE A MULTI-YEAR COMMITMENT TO PROVIDE BEHAVIORAL HEALTH SUPPORT TO ITS EMPLOYED PRIMARY CARE PRACTICES USING AN EVIDENCE-BASED APPROACH KNOWN AS THE IMPACT MODEL. BY THE END OF FY 2021, BILH HAD IMPLEMENTED THE IMPACT MODEL IN 67% OF ITS EMPLOYED PRIMARY CARE PRACTICES AS PART OF ITS COLLABORATIVE CARE PROGRAM IMPLEMENTATION. IN 2021, BILHBS EXPANDED ITS PRIMARY CARE BEHAVIORAL HEALTH INTEGRATION (PCBHI) SERVICES BY INCORPORATING A DSRIP PILOT PROJECT AIMED AT INTERPROFESSIONAL PSYCHIATRIC CONSULTS. THE PCBHI INTERPROFESSIONAL CONSULTATION INCLUDES AN ASSESSMENT AND MANAGEMENT SERVICE IN WHICH A PATIENT'S PRIMARY CARE PROVIDER (PCP) REQUESTS THE OPINION AND/OR TREATMENT ADVICE OF A PSYCHIATRIC CONSULTANT TO ASSIST IN THE DIAGNOSIS AND/OR MANAGEMENT OF THE PATIENT'S BEHAVIORAL HEALTH CONDITION WITHOUT THE NEED FOR THE PATIENT'S FACE-TO-FACE CONTACT WITH THE CONSULTANT. INTERPROFESSIONAL CONSULTATION ENABLES A COMPREHENSIVE ASSESSMENT, ENHANCES PATIENT CARE, REDUCES MISDIAGNOSIS, AND SUPPORTS THE INTEGRATION OF DISCIPLINES IN THE DELIVERY OF CARE. THE PCBHI INTERPROFESSIONAL PSYCHIATRIC CONSULTANTS PROVIDE PCPS WITH ANOTHER AVENUE FOR INTEGRATED CARE. THE IMPLEMENTATION OF PCBHI INTERPROFESSIONAL SERVICES WILL BE OFFERED IN PRACTICES WHERE COLLABORATIVE CARE IS NOT CURRENTLY AVAILABLE. ADDITIONALLY, IN 2021, BILHBS CONTINUED TO OVERSEE THE BILH-WIDE CENTRALIZED BEHAVIORAL HEALTH (BH) BED MANAGEMENT, WHICH SUPPORTS INPATIENT BEHAVIORAL HEALTH BED CAPACITY AND IMPROVING ACCESS TO THESE BEDS, WITH THE PARALLEL GOAL OF REDUCING BOARDING BY BEHAVIORAL HEALTH PATIENTS IN THE EMERGENCY DEPARTMENTS ("EDS"). AS PART OF THE CENTRALIZED BH BED MANAGEMENT, BILH STAFF ENGAGE IN A DAILY HUDDLE WITH REPRESENTATIVES FROM BILH HOSPITALS' EDS AND BEHAVIORAL HEALTH UNITS TO DISCUSS PATIENTS APPROPRIATE FOR TRANSFER TO THE UNIT. THE DAILY HUDDLES HAVE BECOME A FORUM FOR WHICH PARTICIPANTS DISCUSS BEHAVIORAL HEALTH PATIENT VOLUME AND BED CAPACITY ACROSS THE SYSTEM, AS WELL AS DISCHARGE PLANNING AND PLACEMENT OPPORTUNITIES FOR DIFFICULT-TO-PLACE PATIENTS. SEPARATELY, IN MARCH 2021, BILHBS LAUNCHED ITS CENTRALIZED BED FINDING TEAM. THIS TEAM IS PART OF OUR CENTRAL CALL CENTER, WHICH CENTRALIZES CALLS TO BILHBS' THREE EMERGENCY SERVICE PROGRAM (ESP) CATCHMENT AREAS REDUCING REDUNDANCIES ACROSS THE AGENCY AND STREAMLINING ALL CALLS TO ONE CENTRAL SERVICE. THIS CENTRALIZED BED FINDING TEAM IS RESPONSIBLE FOR CONDUCTING BED SEARCHES FOR PATIENTS SEEN THROUGH THE ESP AND WHO ARE AWAITING AN INPATIENT PSYCHIATRIC PLACEMENT. THIS TEAM DIRECTLY INCREASES THE AVAILABILITY OF CLINICIANS TO CONTINUE TO SEE PATIENTS IN THE ED AND THE COMMUNITY WHO ARE EXPERIENCING A BEHAVIORAL HEALTH AND/OR CO-OCCURRING SUBSTANCE USE DISORDER CRISIS WHILE OTHER TEAM MEMBERS SEARCH FOR AVAILABLE INPATIENT PLACEMENTS. THIS INITIATIVE SUPPORTS DECREASED RESPONSE TIME TO RESPONDING TO NEW PATIENTS IN CRISIS AND REDUCES ED BOARDING TIME FOR PATIENTS WHO CAN BE SAFELY MANAGED IN THE COMMUNITY. BILHBS SERVES APPROXIMATELY 35,000 UNDUPLICATED INDIVIDUALS ANNUALLY, OFFERING A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS. SERVICES RANGE FROM INPATIENT TO HOME AND COMMUNITY-BASED SERVICES. BILHBS OPERATES OVER 250 BEDS IN 9 FACILITIES FOR CLIENTS REQUIRING ACUTE PSYCHIATRIC CARE, DETOXIFICATION AND RESIDENTIAL STEP-DOWN SERVICES. DURING THE PERIOD COVERED BY THIS FILING, COMMUNITY-BASED SERVICES INCLUDED MOBILE EMERGENCY SERVICES TEAMS IN THREE CATCHMENT AREAS AND HOME-BASED COUNSELING FOR ADULTS, YOUTH AND THEIR FAMILIES. BILHBS ALSO PROVIDED SERVICES IN 63 MIDDLE AND HIGH SCHOOLS, AS WELL AS 9 POLICE DEPARTMENTS. BILHBS ALSO CONTINUES TO IMPROVE ACCESS THROUGH THE URGENT PSYCHOPHARMACOLOGY SERVICES IN BILH'S LOWELL EMERGENCY SERVICES PROGRAM. THIS CLINIC PROVIDES URGENT ACCESS FOR PATIENTS REQUIRING A CHANGE TO THEIR MEDICATIONS. THIS SERVICE IS OFFERED 20 HOURS PER WEEK AND INCLUDES UNINSURED, MEDICAID, AND MEDICARE POPULATIONS, AS WELL AS ANY PERSON IN NEED OF THE SERVICE REGARDLESS OF THE PAYER SOURCE. BILH'S COMMUNITY CRISIS STABILIZATION ("CCS") UNITS IN LAWRENCE AND SALEM, WHICH TYPICALLY CARE FOR PATIENTS WITH MENTAL HEALTH ISSUES, INCREASED THEIR ABILITY TO TREAT PERSONS WITH CO-OCCURRING SUBSTANCE USE DISORDERS. THE CCS UNITS CONTINUE TO BE ABLE TO INDUCT PATIENTS WITH OPIOID USE DISORDER (OUD) ON BUPRENORPHINE AND ARE ALSO ABLE TO MAINTAIN PATIENTS WHO ARE ALREADY ON ANY OF THE THREE FDA APPROVED MEDICATIONS FOR THE TREATMENT OF OUD. THESE UNITS ARE SEEING AN INCREASE IN THE NUMBER OF PATIENTS WITH METHAMPHETAMINE DISORDERS AND HAVE DEVELOPED A PROTOCOL TO MANAGE WITHDRAWAL SYMPTOMS IN THIS POPULATION.
FORM 990, PART III, LINE 4A:	BILHBS CONTINUES TO MAINTAIN AND ENHANCE ITS TELEHEALTH PLATFORM AND CLINICAL DELIVERY THROUGH THE USE OF DIGITAL APPLICATIONS ACROSS ALL OF ITS AMBULATORY PROGRAMS. SPECIAL EMPHASIS WAS PLACED ON SPANISH-LANGUAGE ACCESS TO LAWRENCE-BASED PROGRAMS TO ENSURE PATIENTS IN THIS REGION ACCESS LINGUISTICALLY-APPROPRIATE CARE. IN 2021, BILHBS IDENTIFIED IMPROVEMENT OF THE PATIENT EXPERIENCE AS A KEY STRATEGIC PRIORITY. TO THAT END, ALL PROGRAM DIRECTORS ARE EVALUATED AGAINST THIS GOAL AND ARE REQUIRED TO COMPLETE TWO PLAN-DO-STUDY-ACT (PDSA) CYCLES ANNUALLY. PDSA IS A WELL-ESTABLISHED PROCESS IMPROVEMENT FRAMEWORK USED IN HEALTHCARE. PROGRAM DIRECTORS REVIEW PATIENT FEEDBACK TO DEVELOP PILOT INTERVENTIONS, ANALYZE THE RESULTS, AND THEN MAKE ADJUSTMENTS TO THE INTERVENTION. EXAMPLES OF OUTCOMES ACHIEVED THROUGH THE PDSA APPROACH INCLUDE ENHANCING THE PATIENT ENGAGEMENT MODEL FOR THE BEHAVIORAL HEALTH COMMUNITY PARTNERS (BHCP) PROGRAM; IMPROVING PATIENT EXPERIENCES AND ENGAGEMENT IN THE USE OF TELEHEALTH PLATFORMS IN BILHBS' LAWRENCE OUTPATIENT SITE, IMPROVING THE ADMISSION PROCESS IN THE BILHBS GLOUCESTER OPIOID TREATMENT CENTER, REDUCING ADMINISTRATIVE DISCHARGES BY IMPLEMENTING A HARM REDUCTION MODEL, AND IMPROVING EXTERNAL REFERRAL EXPERIENCE AT THE BILHBS HAVERHILL OUTPATIENT AND CHILDREN'S BEHAVIORAL HEALTH INITIATIVES (CBHI) PROGRAMS. BETH ISRAEL LAHEY HEALTH'S COVID-19 PANDEMIC RESPONSE AS IN THE PRIOR YEAR, BETH ISRAEL LAHEY HEALTH'S ("BILH") HOSPITALS AND OTHER PATIENT CARE ORGANIZATIONS EXPENDED SIGNIFICANT TIME AND RESOURCES ACROSS FY 2021 IN THEIR CONTINUED EFFORTS TO RESPOND TO THE COVID-19 PANDEMIC. IN ADDITION TO PROVIDING COVID-19 TESTING AND TREATMENT, THE HEALTH SYSTEM INITIATED PATIENT AND STAFF VACCINATION EFFORTS IN FY 2021, REACHING OUT TO 1.3 MILLION PATIENTS USING A MULTICHANNEL, MULTILINGUAL APPROACH AND ULTIMATELY DELIVERING OVER 400,000 VACCINE DOSES. THE SYSTEM SUCCESSFULLY UNDERTOOK THESE EFFORTS WHILE ALSO NAVIGATING UNPRECEDENTED FINANCIAL AND OPERATIONAL CHALLENGES STEMMING FROM THE PANDEMIC, INCLUDING ONGOING WORKFORCE DISRUPTION AND A DECLINE IN PATIENT VOLUME DUE TO THE CURTAILMENT OF ELECTIVE SERVICES AND STAFFING CHALLENGES. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2021 INCLUDE: STAFF TESTING, VACCINATION, AND SUPPORT IN NOVEMBER 2020, BILH IMPLEMENTED A PROGRAM TO PROVIDE ITS 36,000 EMPLOYEES WITH ACCESS TO ONSITE, VOLUNTARY, AND FREE-OF-CHARGE COVID-19 PCR TESTING, EVEN IF THEY HAD NO KNOWN EXPOSURE OR SYMPTOMS. IN ADDITION TO SERVING AS AN IMPORTANT ELEMENT TO CONTAIN COMMUNITY SPREAD OF COVID-19, THIS EFFORT BOOSTED BILH STAFF MORALE AND CONFIDENCE DURING THIS CHALLENGING PERIOD. IN DECEMBER 2020, BILH STOOD UP STAFF VACCINATION SITES AT ITS LOCAL HOSPITALS, ULTIMATELY DELIVERING 70,000 VACCINE DOSES TO ITS WORKFORCE IN FY 2021. THE SYSTEM TOOK PROGRESSIVE MEASURES AROUND EMPLOYEE PAID TIME OFF TO SUPPORT VACCINATION EFFORTS AS WELL AS FAMILY CARE NEEDS AND TIME MISSED DUE TO COVID-19 ILLNESS OR TESTING. IN THE SUMMER OF 2021, BILH COMMUNICATED THAT COVID-19 AND FLU VACCINE WOULD BE REQUIRED AS A CONDITION OF EMPLOYMENT; THE COVID-19 VACCINATION DEADLINE WAS SUCCESSFULLY COMPLETED ON OCTOBER 31, 2021. BILH OPERATIONALIZED A CENTRALIZED CALL CENTER TO SUPPORT STAFF WITH SYMPTOM REPORTING, COVID-19 TESTING, AND RETURN-TO-WORK PROCESSES. THE CALL CENTER ENSURED CONVENIENT AND ACCESSIBLE INFORMATION FOR A WORKFORCE SPREAD THROUGHOUT EASTERN MASSACHUSETTS. AT ITS PEAK, THE CENTRALIZED CALL CENTER HANDLED OVER 1,000 PHONE CALLS PER DAY. PATIENT VACCINATION NEARLY IMMEDIATELY UPON RECEIVING VACCINE SUPPLY THAT COULD BE USED FOR PATIENTS, BILH OPENED AND OPERATED 10 VACCINE ADMINISTRATION SITES ACROSS EASTERN MASSACHUSETTS. THE LOCATIONS WERE SELECTED BASED ON SEVERAL CRITERIA, INCLUDING PROXIMITY TO HARD-HIT COMMUNITIES AND EASE OF ACCESS IN TERMS OF TRANSPORTATION. THIS WAS A SIGNIFICANT LOGISTICAL FEAT IN LIGHT OF THE SHIFTING FORECASTS IN VACCINE SUPPLY AND SPECIAL HANDLING REQUIRED FOR THE PFIZER VACCINE. BILH DEVELOPED ITS OWN VACCINATION SCHEDULING TOOL, COVAX, TO SUPPORT STAFF AND PATIENT VACCINATION EFFORTS. THIS TOOL ENABLED BILH TO IDENTIFY PATIENTS ELIGIBLE FOR VACCINATION BASED ON STATE GUIDELINES, SCHEDULE APPOINTMENTS, AND TRACK VACCINATION ACTIVITY. BILH LED A TARGETED CAMPAIGN TO SUPPORT HEALTH EQUITY BY PRIORITIZING FOR VACCINATION BILH PATIENTS WHO RESIDED IN A COMMUNITY OR TOWN IDENTIFIED AS HAVING AMONG THE HIGHEST CUMULATIVE INCIDENCE OF COVID-19 WITHIN THE STATE OF MASSACHUSETTS. BILH ALSO COORDINATED WITH MULTIPLE COMMUNITY HEALTH CENTERS TO PROVIDE THEIR PATIENTS WITH PRIORITY ACCESS TO VACCINATION APPOINTMENTS. DUE TO THESE EFFORTS, BETH ISRAEL DEACONESS CARE ORGANIZATION ("BIDCO"), AN ACCOUNTABLE CARE ORGANIZATION ("ACO") WITHIN BILH, HAD THE HIGHEST COVID-19 VACCINATION RATE FOR MEDICAID MEMBERS AMONG ALL MEDICAID ACOS IN THE STATE. BILH ESTABLISHED THE COVID-19 HEALTH EQUITY ADVISORY COUNCIL ("THE COUNCIL") WITH A GOAL TO ADDRESS HEALTH DISPARITIES BROUGHT ON BY THE PANDEMIC, LANGUAGE BARRIERS, AND OTHER SOCIAL DETERMINANTS OF HEALTH. ITS MEMBERSHIP INCLUDED KEY BILH STAKEHOLDERS AND COMMUNITY HEALTH CENTER CHIEF MEDICAL OFFICERS. AS PART OF ITS RESPONSIBILITY, THE COUNCIL REVIEWED THE SYSTEM'S VACCINE ROLLOUT STRATEGY, INCLUDING THE PATIENT PRIORITIZATION AND SCHEDULING STRATEGY, CALL CENTER MODEL, VACCINE SITE LOCATION AND OPERATING MODEL, AND STAFF RESOURCES TO HELP COMMUNICATE AND ENGAGE WITH PATIENTS ABOUT VACCINE INFORMATION, CONCERNS, AND HESITANCY. TESTING IN FY 2021, BILH PERFORMED OVER 600,000 COVID-19 TESTS ACROSS ITS 10 HOSPITAL LABORATORIES FOR PATIENTS, HEALTHCARE PERSONNEL, AND OTHER PARTNERS, SUCH AS COMMUNITY HEALTH CENTERS AND CORRECTIONAL FACILITIES. IN JANUARY 2021, LAHEY HOSPITAL & MEDICAL CENTER BEGAN TESTING ON HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS, GREATLY INCREASING THE SYSTEM'S CAPACITY FOR SAME-DAY TEST RESULTS. THESE INSTRUMENTS ALSO PROVIDED BACK-UP CAPACITY FOR OTHER LABS IN THE COMMUNITY, WHICH WERE EXPERIENCING HIGH VOLUME. THE THERMO FISHER INSTRUMENTS ADDED THE ABILITY TO RAPIDLY DETECT POTENTIAL COVID-19 VARIANTS (S-GENE DROPOUTS), A PROCESS PREVIOUSLY ONLY AVAILABLE THROUGH THE MASSACHUSETTS STATE LABORATORY. EVENTUALLY, BILH IMPLEMENTED SPECIFIC VARIANT PCR (POLYMERASE CHAIN REACTION) TESTING OF PATIENT SPECIMENS TO IDENTIFY SPECIFIC VARIANTS AND BETTER GUIDE DEVELOPMENT OF INFECTION PREVENTION RECOMMENDATIONS AND APPROPRIATE MONOCLONAL ANTIBODY TREATMENT SELECTION. THE SYSTEM MAINTAINED EIGHT DRIVE-THROUGH COVID-19 TESTING SITES ACROSS EASTERN MASSACHUSETTS TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF, INCLUDING A STATE-SPONSORED "STOP THE SPREAD" SITE IN CHELSEA, MA. BILH PRIMARY CARE MADE POINT-OF-CARE COVID-19 TESTING AVAILABLE TO ITS PATIENTS IN APPROXIMATELY 20 PRACTICE SITES (25% OF TOTAL SITES) SPREAD THROUGHOUT BILH'S SERVICE AREA. INFECTION PREVENTION AND PERSONAL PROTECTIVE EQUIPMENT EFFORTS THROUGHOUT FY 2021, BILH INFECTION PREVENTION AND SUPPLY CHAIN STAFF CONTINUED TO PARTNER ON PROCURING PERSONAL PROTECTIVE EQUIPMENT ("PPE") AND OTHER RELATED SUPPLIES AND REPLENISHING BILH'S PANDEMIC SUPPLY WAREHOUSE. THIS ENSURED THE SYSTEM HAD AT LEAST 90 DAYS OF INVENTORY ON HAND FOR THE HIGHEST-UTILIZED PRODUCTS, SUCH AS GLOVES, GOWNS, FACEMASKS, AND EYE AND FACE SHIELDS. IN FY 2021, BILH SUPPLY CHAIN AND INFECTION PREVENTION COORDINATED A RESPIRATOR (N95 OR EQUIVALENT) FIT TESTING PROGRAM WITH A VENDOR TO FIT TEST MORE THAN 20,000 BILH EMPLOYEES TO BOTH DISPOSABLE AND REUSABLE RESPIRATORS. THIS UNIQUE PROGRAM INCORPORATING REUSABLE RESPIRATORS ENSURED THAT BILH STAFF WOULD NOT BE SUBJECT TO FLUCTUATIONS IN SUPPLY CHAIN DURING FUTURE WAVES OF COVID-19 OR OTHER RESPIRATORY VIRAL ILLNESSES AND MITIGATED WASTE RELATED TO DISPOSABLE RESPIRATORY PROTECTION. THROUGHOUT FY 2021, BILH INFECTION PREVENTION DEVELOPED AND UPDATED CLINICAL AND OPERATIONAL GUIDANCE INCLUDING POLICIES, TOOLS, AND EDUCATIONAL MATERIALS TO SUPPORT THE PREVENTION OF TRANSMISSION OF COVID-19. FOR EXAMPLE, BILH INFECTION PREVENTION DEVELOPED STAFF EDUCATION ON COVID-19 PREVENTION TO MEET THE OSHA COVID-19 EMERGENCY TEMPORARY STANDARD FOR USE BY ALL HOSPITAL/BUSINESS UNITS; CREATED SCREENING TOOLS FOR USE AT ALL POINTS OF ENTRY FOR PATIENTS AND VISITORS AND UPDATED CRITERIA AS NEEDED BASED ON LOCAL AND NATIONAL GUIDANCE; AND, UPDATED POLICIES FOR PREOPERATIVE AND PRE-PROCEDURAL TESTING AND PPE.
FORM 990, PART III, LINE 4A:	TREATMENT BILH HOSPITALS CONTINUED TO PROVIDE TREATMENT TO ADMITTED PATIENTS WITH COVID-19, USING TREATMENTS AUTHORIZED FOR USE AT THE TIME. LEADERS ACROSS BILH HOSPITALS CONTINUED TO MEET AND SHARE INFORMATION TO ALLOW FOR APPROPRIATE RESOURCE ALLOCATION AND LOAD BALANCING TO ENSURE BILH WAS ABLE TO MEET PATIENT DEMAND. IN FY 2021, BILH BEGAN TO MAKE AVAILABLE TO AMBULATORY PATIENTS COVID-19 THERAPEUTICS (INTRAVENOUS MONOCLONAL ANTIBODIES AND REMDESEVIR) AND PROPHYLAXIS (EVUSHELD), WITH THESE EFFORTS EXPANDING ACROSS 2022. SAFETY NET AFFILIATE SUPPORT IN ORDER TO ENHANCE SITUATIONAL AWARENESS AND THE HEALTH SYSTEM'S UNDERSTANDING OF THE PANDEMIC'S IMPACT ON ITS SAFETY NET AFFILIATES ("SNAS"), BILH INCLUDED ITS SNAS IN DAILY HUDDLES AND INCIDENT COMMAND MEETINGS. THESE COLLABORATIVE FORUMS ENABLED BILH TO PROVIDE TARGETED, CONSISTENT SUPPORT, INCLUDING DISCUSSIONS ON PATIENT TRANSFER AVAILABILITY AND BED CAPACITY ACROSS BILH. THROUGH ITS COMMITMENT TO SUPPORTING LOCAL COMMUNITIES DEVASTATED BY THE PANDEMIC, BILH DONATED $410,000 TO COMMUNITY GROUPS LOCATED IN BROCKTON AND $600,000 TO THE CITY OF CHELSEA TO AID IN ADDRESSING PROBLEMS CREATED OR EXACERBATED BY THE PANDEMIC, INCLUDING TEMPORARY HOUSING FOR EVICTED PATRONS AND FOOD INSECURITY DUE TO LOSS OF INCOME. UNDERPINNING THESE MANY INITIATIVES WERE VARIOUS MULTI-ENTITY, INTERDISCIPLINARY COMMITTEES AND DATA COLLECTION EFFORTS TO ENSURE THAT BILH WAS PROACTIVELY MONITORING THE TRAJECTORY OF THE PANDEMIC AND NIMBLY PLANNING THE SYSTEM'S RESPONSE. THE HEALTH SYSTEM'S EFFORTS SPANNED THE CLINICAL CARE CONTINUUM, FROM PRIMARY CARE TO POST-ACUTE CARE, AS WELL AS BOTH CLINICAL AND ADMINISTRATIVE DEPARTMENTS, FROM INFECTIOUS DISEASE AND NURSING TO HUMAN RESOURCES AND INFORMATION SERVICES. BILH SUCCESSFULLY MARSHALLED ITS RESOURCES THROUGHOUT THE SYSTEM TO SERVE AS ONE OF THE PRIMARY HUBS FOR COVID-19 RELATED CARE IN MASSACHUSETTS.
FORM 990, PART IV, LINE 12	THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER.
FORM 990, PART V, LINE 7G	ANNA JAQUES COMMUNITY HEALTH FOUNDATION DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V, LINE 7H	ANNA JAQUES COMMUNITY HEALTH FOUNDATION DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
FORM 990, PART VI, SECTION A, LINE 2	FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD HMFP SERVED AS THE SOLE MEMBER OF AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) AS WELL AS SEVERAL ADDITIONAL ENTITIES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION A, LINE 6	EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL, THE MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBER HAS THE AUTHORITY TO ELECT SOME OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B	THE MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BYLAWS: - WITH RESPECT TO THE MANAGEMENT AND GOVERNANCE OF THE FOUNDATION, THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 MEMBER SHALL HAVE ONLY SUCH POWERS AS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION, OR THESE BYLAWS. THE MEMBER MAY DELEGATE ANY OR ALL OF ITS POWERS PERTAINING TO THE MANAGEMENT AND GOVERNANCE OF THE FOUNDATION TO THE BOARD OF TRUSTEES OF THE FOUNDATION, AT ANY TIME, FROM TIME TO TIME. - IN THE EVENT THE MEMBER CEASES TO OPERATE AS A FULL-SERVICE, ACUTE CARE HOSPITAL, OR FOR ANY REASON CEASES TO QUALIFY AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OR 509(A)(1), (2) OR (3) OF THE INTERNAL REVENUE CODE, THEN THE POWERS OF THE MEMBER PERTAINING TO THE MANAGEMENT AND GOVERNANCE OF THE FOUNDATION, OR AS OTHERWISE CONFERRED UPON MEMBER HEREUNDER, SHALL VEST WITH THE BOARD OF TRUSTEES OF THE FOUNDATION. THE MEMBER MAY NOT SELL, PLEDGE, ASSIGN OR OTHERWISE TRANSFER ANY PART OF ITS INTEREST IN THE ASSETS OF THE FOUNDATION, AND ANY ATTEMPTED PLEDGE, ASSIGNMENT OR OTHER TRANSFER OF THE FOUNDATION'S ASSETS BY THE MEMBER SHALL BE NULL AND VOID. THE ASSETS OF THE FOUNDATION SHALL NOT BE SUBJECT TO BEING ATTACHED OR TAKEN BY THE MEMBER'S CREDITORS BY ANY PROCESS WHATEVER. THE OFFICERS SHALL HAVE THE POWERS AND PERFORM THE DUTIES CUSTOMARILY BELONGING TO THEIR RESPECTIVE OFFICES, INCLUDING THE POWERS AND DUTIES LISTED BELOW: - THE CHAIRMAN SHALL PRESIDE AT ALL MEETINGS OF THE BOARD OF TRUSTEES AT WHICH HE OR SHE IS PRESENT AND SHALL HAVE SUCH DUTIES AND RESPONSIBILITIES AS MAY BE ASSIGNED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE VICE CHAIRMAN SHALL PRESIDE IN THE ABSENCE OF THE CHAIRMAN. - THE EXECUTIVE DIRECTOR SHALL BE THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION, RESPONSIBLE TO THE BOARD FOR THE ADMINISTRATION OF THE FOUNDATION'S BUSINESS AND AFFAIRS. EXCEPT AS OTHERWISE PROVIDED BY THE BOARD OF TRUSTEES OR THESE BY-LAWS, THE EXECUTIVE DIRECTOR SHALL SIGN FOR ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 THE FOUNDATION AL DEEDS, AGREEMENTS, AND OTHER FORMAL INSTRUMENTS. - THE SECRETARY SHALL KEEP RECORDS OF ALL MEETINGS OF THE BOARD OF TRUSTEES AND MAKE A REPORT THEREON AND SHALL ISSUE CALLS AND NOTICES OF MEETINGS. - THE TREASURER SHALL BE THE CHIEF FINANCIAL OFFICER OF THE FOUNDATION AND SHALL ENSURE THAT PROPER FINANCIAL RECORDS ARE KEPT AND THAT APPROPRIATE ARRANGEMENTS ARE MADE FOR THE INVESTMENT OF THE FOUNDATION'' FUNDS. HE OR SHE SHALL RENDER TO THE BOARD OF TRUSTEES AT THE ANNUAL MEETING AND WHENEVER ELSE IT SO REQUESTS AN ACCURATE ACCOUNT OF ALL SUMS RECEIVED AND DISBURSED DURING THE PRECEDING FISCAL YEAR AND OF ALL SUMS AND FUNDS WHICH ARE NOT EXPENDED.
FORM 990, PART VI, SECTION B, LINE 11B	AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH), WHICH IS IN TURN, THE SOLE MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION. THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE AJH FINANCE STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, AJH, ANNA JAQUES COMMUNITY HEALTH FOUNDATION AND OTHER AFFILIATES TO ENSURE THAT OTHER FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS MAY INCLUDE: FINANCIAL ASSISTANCE AND REIMBURSEMENT, COMPLIANCE, GRADUATE MEDICAL EDUCATION, LEGAL, COMMUNITY BENEFITS, GOVERNANCE, DEVELOPMENT, HUMAN RESOURCES AND PAYROLL, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. THE TAX RETURNS REVIEWED BY THE BILH EXECUTIVE DIRECTOR, TAXATION, ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF) HAS A WRITTEN, CONFLICT OF INTEREST POLICY. TRUSTEES AND SENIOR EXECUTIVES REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND EACH IS ASKED TO COMPLETE AN ANNUAL CONFLICT ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 OF INTEREST FORM TO DISCLOSE POSSIBLE CONFLICTS. RESPONSES ARE REVIEWED BY THE BOARD CHAIR TO DETERMINE IF ANY CONFLICT EXISTS. ANY INDIVIDUAL WITH A CONFLICT IS ASKED TO ABSTAIN FROM VOTING ON A RELATED MATTER. THE BOARD CHAIR AND/OR SECRETARY MONITOR SURVEYS TO ENSURE COMPLIANCE.
FORM 990, PART VI, SECTION C, LINE 19	ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215
FORM 990, PART XI, LINE 9:	DISTRIBUTIONS -7,600,000. TRANSFER REMAINING FUND BALANCE -21,298,624.
FORM 990, PART XII, 2C	ON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2021. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (59 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
41 MALL ROAD	BURLINGTON	MA	01805	464371382	SUPPORT	MA	501(C)(3)	7	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
ANNA JAQUES HOSPITAL
25 HIGHLAND AVENUE	NEWBURYPORT	MA	01950	042104338	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVENUE	BOSTON	MA	02215	320058309	TO PROVIDE EMERGENCY MEDICAL SERVICES	MA	501(C)(3)	12A, I		Yes (1)
BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE
930 COMMONWEALTH AVENUE	BOSTON	MA	02215	043521077	SCIENTIFIC & MEDICAL RESEARCH	MA	501(C)(3)	7		Yes (1)
BETH ISRAEL ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042997215	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL COMMUNITY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042776678	INACTIVE CORPORATION	MA	501(C)(3)	7		Yes (1)	N/A
BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	364803234	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	043079630	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	208253452	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	043030397	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	204974585	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	020671240	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS HOSPITAL MILTON INC
199 REEDSDALE RD	MILTON	MA	02186	042103604	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC
148 CHESTNUT STREET	NEEDHAM	MA	02492	043229679	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	222667354	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORPORATION
300 LONGWOOD AVENUE	BOSTON	MA	02215	043200113	SUPPORT	MA	501(C)(3)	12A, I		Yes (1)	N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042794855	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042103881	THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATON LLC
247 STATION DRIVE NW 1	WESTWOOD	MA	02186	043426253	PROMOTE HEALTHCARE	MA	501(C)(3)	12A, I	BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
BETH ISRAEL DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	043117601	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL LAHEY HEALTH PHARMACY INC
80 WILSON WAY	WESTWOOD	MA	02090	822526816	TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC	MA	501(C)(3)	12A, I	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROAD	CAMBRIDGE	MA	02138	832671600	SUPPORT	MA	501(C)(3)	12A, I		Yes (1)	N/A
BETH ISRAEL LAHEY HEALTH PRIMARY CARE
41 MALL ROAD	BURLINGTON	MA	01805	472248298	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF INC
199 REEDSDALE ROAD	MILTON	MA	02186	222566792		MA			BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	222548374	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042571853	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE	DANVERS	MA	01923	042400270	SUBSTANCE ABUSE	MA	501(C)(3)	10	NORTHEAST BEHAVIORAL HEALTH CORPORATION	Yes (1)
CPHCH INC DBA BILH AT HOME - WATERTOWN
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	473111453	ALL ASSET AND LIABILITIES OF CPHCH WERE TRANSFERRED TO NPRN ON 9/30/2020.	MA	501(C)(3)	12A, I		Yes (1)
COMMUNITY PHYSICIANS ASSOCIATES INC
199 REEDSDALE RD	MILTON	MA	02186	043243146	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	3	BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
CONTINUING EDUCATION PROGRAM INC DBA BID-DEPT OF PSYCHIATRY FOUNDATION
330 BROOKLINE AVENUE	BOSTON	MA	02215	043242952	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVENUE	BOSTON	MA	02215	222768204	GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS	MA	501(C)(3)	10	BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
HEALTH & EDUCATION HOUSING SERVICES INC
199 ROSEWOOD DRIVE	DANVERS	MA	01923	223232914	HUD HOUSING	MA	501(C)(3)	10	NORTHEAST BEHAVIORAL HEALTH CORPORATION	Yes (1)
JORDAN PHYSICIAN ASSOCIATES INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	043228556	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	10		Yes (1)
LAHEY CLINIC CANADIAN FOUNDATION
					FUNDRSG ORG					Yes (1)	N/A	130 KING STREET WEST	TORONTO	CA	CA
LAHEY CLINIC FOUNDATION INC
41 MALL ROAD	BURLINGTON	MA	01805	042323457	SUPPORT	MA	501(C)(3)	7	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITAL & MEDICAL CENTER)
41 MALL ROAD	BURLINGTON	MA	018050001	042704686	HEALTHCARE	MA	501(C)(3)	3	LAHEY CLINIC FOUNDATION INC	Yes (1)
LAHEY CLINIC INC
41 MALL ROAD	BURLINGTON	MA	018050001	042704683	HEALTHCARE	MA	501(C)(3)	10	LAHEY CLINIC FOUNDATION INC	Yes (1)
LAHEY HEALTH SHARED SERVICES INC
41 MALL ROAD	BURLINGTON	MA	01805	043178972	ADMINISTRATION	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC
375 LONGWOOD AVENUE	BOSTON	MA	02215	043208878	INACTIVE CORPORATION	MA	501(C)(3)	12A, I		Yes (1)
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
464 HILLSIDE AVENUE	NEEDHAM	MA	02492	042810972	OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES	MA	501(C)(3)	10		Yes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	042103606	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	043026897	OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES	MA	501(C)(3)	12A, I		Yes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVENUE	BOSTON	MA	02120	042103612	ORTHOPEDIC SPECIALTY HOSPITAL	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVENUE	BOSTON	MA	02120	043235796	OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH	MA	501(C)(3)	3	NEW ENGLAND BAPTIST HOSPITAL	Yes (1)
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVE	DANVERS	MA	01923	042777145	HEALTHCARE	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STREET	BEVERLY	MA	01915	043240453	SUPPORT	MA	501(C)(3)	12A, I	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREET	BEVERLY	MA	01915	042121317	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK STREET	BEVERLY	MA	01915	043201853	HEALTHCARE	MA	501(C)(3)	10	NORTHEAST HOSPITAL CORPORATION	Yes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME
600 CUMMINGS CENTER	BEVERLY	MA	01915	201287349	HEALTHCARE	MA	501(C)(3)	10		Yes (1)
NORTHEAST SENIOR HEALTH CORPORATION
600 CUMMINGS CENTER	BEVERLY	MA	01915	042731137	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVENUE	NEWBURYPORT	MA	01915	043485648	PHYSICIAN GROUP	MA	501(C)(3)	10	ANNA JAQUES HOSPITAL INC	Yes (1)
SEACOAST NURSING AND REHABILITATION CENTER INC
302 WASHINGTON STREET	GLOUCESTER	MA	01930	041305001	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC
25 HIGHLAND AVENUE	NEWBURYPORT	MA	01950	043318952	FUNDRSG ORG	MA	501(C)(3)	12A, I	ANNA JAQUES HOSPITAL INC	Yes (1)
THE JORDAN HEALTH SYSTEMS INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	042103805	PROMOTE HEALTHCARE	MA	501(C)(3)	7	BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	223137856	ACO	MA	501(C)(3)	12A, I	WINCHESTER HEALTHCARE MANAGEMENT INC	Yes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	222701817	MANAGEMENT	MA	501(C)(3)	12A, I	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVENUE	WINCHESTER	MA	018900000	042104434	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
WINCHESTER HOSPITAL FOUNDATION INC
39 DOUBLET HILL ROAD	WESTON	MA	02493	043399570	SUPPORT	MA	501(C)(3)	12A, I	WINCHESTER HEALTHCARE MANAGEMENT INC	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	873655583	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Predominant Income TypePredominantIncomeTypeTxt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
BIDCO PHYSICIAN LLC
600 UNICORN PARK DRIVE 4TH FLOOR	WOBURN	MA	01801	461589743	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC	MA	N/A	EXCLUDED	0	0
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1	WESTWOOD	MA	02090	461643790	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC	MA	N/A	EXCLUDED	0	0
CAREGROUP CLINICAL RESEARCH LLC
20 OVERLAND STREET SUITE 514	BOSTON	MA	02215	300228711	TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP	MA	N/A	EXCLUDED	0	0
BILH INVESTMENT PARTNERSHIP LLP FKA CAREGROUP INVESTMENT PARTNERSHIP LLP
20 OVERLAND STREET SUITE 514	BOSTON	MA	02215	043278109	INVESTMENT PARTNERSHIP	MA	N/A	EXCLUDED	0	0
PHYSICIAN PROFESSIONAL SERVICES LLP
200 RIVERS EDGE DRIVE	MEDFORD	MA	02215	043275078	TO PROVIDE MEDICAL BILLING SERVICES	MA	N/A	EXCLUDED	0	0
RADIATION THERAPY OF WINCHESTER LLC
700 CONGRESS ST SUITE 204	QUINCY	MA	02169	205330549	MRI SERVICES	MA	N/A	EXCLUDED	0	0
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
700 CONGRESS ST STE 204	QUINCY	MA	02169	383989358	MRI SERVICES	MA	N/A	EXCLUDED	0	0
HAVERHILL MOB LLC
50 CHESTNUT ST	NEEDHAM	MA	02492	812856118	MEDICAL OFFICE BUILDING	MA	N/A	EXCLUDED	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVE	NEWBURYPORT	MA	01950	161744477	MANAGEMENT SERVICES	MA	N/A	0
HUNTINGFIELD CORPORATION
C/O LAHEY CLINIC FOUNDATION INC 41	BURLINGTON	MA	01805		TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS.	MA	N/A	0
JORDAN COMMUNITY ACO INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	454047430	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH	MA	N/A	0
LAHEY CLINIC INSURANCE CO LTD
					INSURANCE		N/A	0	CRAIG APPIN HOUSE PO BOX HM 2450	HAMILTON	BD	BD
LEDGEWOOD HEALTH CARE CORPORATION
87 HERRICK STREET	BEVERLY	MA	01915	042855189	NURSING HOME	MA	N/A	0
NORTHEAST PROPRIETARY CORP
100 POWERS STREET	BEVERLY	MA	01915	042855191	MEDICAL SERVICES	MA	N/A	0
WINCHESTER HEALTHCARE ENTERPRISES INC
611 MAIN STREET	WINCHESTER	MA	01890	042932059	MANAGEMENT SERVICES	MA	N/A	0
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	043262963	MANAGEMENT SERVICES	MA	N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BETH ISRAEL LAHEY HEALTH INC
L	$10,000	FMV
BETH ISRAEL DEACONESS MEDICAL CENTER INC
L	$25,000	FMV
ANNA JAQUES HOSPITAL
R	$25,904,007	FMV