2019-08-13T08:28:06-05:00 2018-09-30 135565207 KPMG LLP 1601 MARKET STREET PHILADELPHIA PA 19103 990 2017-10-01 222908698 BRIDGEPORT HOSPITAL FOUNDATIONINC BRID 2036886088 267 GRANT STREET BRIDGEPORT CT 06610 STEPHEN JAKAB PRESIDENT 2036886088 2019-08-13 0 PHILLIP E GROFF P01247783 2672561756 204.60.184.1 2019-08-13 08:27:19 ED P BB12664BE1E3D4BC08488640412F20C0F7A39D48 5D794220C68C161820A811785299AFD302F4C684 2017 2019-02-21 02:37:17Z STEPHEN JAKAB 267 GRANT ST BRIDGEPORT CT 06610 47666385 0 X HTTP://FOUNDATION.BRIDGEPORTHOSPITAL.ORG/ X 1988 CT FUNDRAISING FOR BRIDGEPORT HOSPITAL. 11 9 0 9 -311 0 6563920 6960842 0 0 1029553 6287945 176761 -4798 7770234 13243989 84863 5500 0 0 2505815 2282643 0 0 2033304 1844782 3920654 4435460 6208797 3334774 7035192 88280882 92728221 1941418 1327438 86339464 91400783 X TO SUPPORT BRIDGEPORT HOSPITAL BY, IN LARGE PART, FUNDRAISING, AND FURTHER, TO FUND AND PROMOTE ACTIVITIES OF THE YALE NEW HAVEN HEALTH SYSTEM, THE INTEGRATED HEALTH CARE DELIVERY SYSTEM OF WHICH IT IS A PART. 0 0 970457 5500 0 SCHEDULE OTHE BRIDGEPORT HOSPITAL FOUNDATION CELEBRATED ITS 30TH ANNIVERSARY IN FY18 AND RECEIVED MORE THAN $7.1 MILLION IN PHILANTHROPIC GIFTS. FUNDRAISING PROCEEDS FROM THE NORMA PFRIEM BREAST CENTER'S ROSE OF HOPE LUNCHEON, KAULBACH MEMORIAL GOLF CLASSIC, CONNECTICUT ENERGY PARTNERS GOLF CLASSIC, BRIDGEPORT HOSPITAL AUXILIARY EVENTS AND OTHER INITIATIVES CONTINUE TO ENHANCE PATIENT CARE AND THE PATIENT-FAMILY EXPERIENCE AT THE HOSPITAL'S MAIN CAMPUS AND OUTPATIENT FACILITIES.EXAMPLES OF HOW PHILANTHROPIC GIFTS WERE USED DURING THE PAST YEAR INCLUDE:1. OPENING OF THE YALE NEW HAVEN CHILDREN'S HOSPITAL NEONATAL INTENSIVE CARE UNIT (NICU) AT BRIDGEPORT HOSPITAL. THIS STATE OF THE ART FACILITY, FEATURING INCREASED PRIVACY AND COMFORT AND THE MOST ADVANCED TECHNOLOGY FOR THE CARE OF PREMATURE BABIES, COST $7 MILLION AND WAS MADE POSSIBLE ENTIRELY THROUGH PHILANTHROPY.2. RECRUITMENT OF PALLIATIVE CARE PHYSICIAN TO PROVIDE OUTPATIENT PALLIATIVE CARE SERVICES BEGINNING IN JUNE FOR ONCOLOGY PATIENTS AT PARK AVENUE MEDICAL CENTER. THE TEAM WILL ALSO INCLUDE A CHAPLAIN, A LMSW AND APRN, ALL SUPPORTED BY DONORS.3. RECRUITMENT OF A NEW CHILD PSYCHIATRIST AND MEDICAL DIRECTOR FOR THE REACH YOUTH PROGRAM. CHILDREN AGES 5-12 CAN NOW BENEFIT FROM THIS INTENSIVE OUTPATIENT PROGRAM. THE PHYSICIAN HAS OVER TWENTY YEARS OF EXPERIENCE TREATING CHILDREN, ADOLESCENT AND ADULTS IN COMMUNITY AND HOSPITAL SETTINGS. 4. A GRANT FROM THE FAIRFIELD COUNTY COMMUNITY FOUNDATION SUPPORTED AN INNOVATIVE MENTAL HEALTH INTERVENTION PROGRAM IN THE OB-GYN CLINIC. THE PROGRAM TARGETS HIGH RISK, UNDERSERVED WOMEN IN URGENT NEED OF MENTAL HEALTH SERVICES. 5. PURCHASE OF ADVANCED 3-D ULTRASOUND IMAGING TECHNOLOGY NOW PERFORMING A 100 + TESTS A MONTH TO HELP ASSESS HEART STRUCTURE FOR A VARIETY OF CARDIAC DIAGNOSES. FOUR PORTABLE ECHO MACHINES WERE ALSO PURCHASED THANKS TO A CHARITABLE GIFT TO MONITOR CHEMOTHERAPY PATIENTS IN CARDIO ONCOLOGY, AN EMERGING AND VITAL SERVICE.6. TRANSFORMATION OF PRIMARY CARE CENTER SERVICES TO HELP UNDERSERVED PATIENTS OVERCOME BARRIERS CAUSED BY ECONOMIC AND SOCIAL CHALLENGES AND TO IMPROVE THE HEALTH OF OUR COMMUNITY. THE ADDITION OF A CARE COORDINATION TEAM PROVIDES PERSONALIZED PATIENT-CENTERED SUPPORT USING A HOLISTIC APPROACH TO CARE. THANKS TO PHILANTHROPY, THE TEAM NOW CONSISTS OF TWO PATIENT NAVIGATORS AND A CARE COORDINATION MANAGER AND WILL GROW AS NEW CONTRIBUTIONS ARE SECURED.7. SECURED GRANT FUNDING FOR BURN PREVENTION SPECIALIST FOR COMMUNITY OUTREACH FOR THE CONNECTICUT BURN CENTER. THE FOUNDATION ALSO ACHIEVED GUIDESTAR'S 2018 PLATINUM SEAL OF TRANSPARENCY. GUIDESTAR GATHERS, ORGANIZES, AND DISTRIBUTES INFORMATION ABOUT MORE THAN 2.7 MILLION U.S NONPROFITS. LAST YEAR, THERE WERE MORE THAN 26 MILLION SEARCHES ON GUIDESTAR'S WEBSITE AS PEOPLE SOUGHT TRUSTWORTHY INFORMATION TO MAKE DECISIONS ABOUT NONPROFITS AND THE WORK THEY DO.THE FOUNDATION HAS ADVANCED BEYOND THE BRONZE, SILVER AND GOLD AWARDS BY ADDING IN-DEPTH FINANCIAL INFORMATION AND QUANTITATIVE METRICS ABOUT OUR PRIMARY CARE CENTER INITIATIVE, AS AN EXAMPLE OF HOW OUR DONORS ARE IMPACTING THE HEALTH OF OUR COMMUNITY. 970457 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 62 0 0 0 0 0 0 0 1 1 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X DENIS DONEGAN 2036886088 789 HOWARD AVENUE NEW HAVEN CT 06519 ROBERT STANTON CHAIRMAN/TRUSTEE 1.00 0.00 X X 0 0 0 CARLA KLEIN VICE CHAIRMAN/TRUSTEE 1.00 0.00 X X 0 0 0 STEPHEN JAKAB PRESIDENT/EX-OFFICIO 1.00 39.00 X X 0 363323 37484 EMIL MESHBERG TREASURER/TRUSTEE 1.00 0.00 X X 0 0 0 LESLEY O'CONNELL SECRETARY/TRUSTEE 1.00 0.00 X X 0 0 0 MITCHELL DRIESMAN TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM JENNINGS EX-OFFICIO/TRUSTEE 1.00 39.00 X 0 1252230 336766 NEWMAN MARSILIUS III EX-OFFICIO/TRUSTEE 1.00 2.00 X 0 0 0 JASON MUDD TRUSTEE 1.00 0.00 X 0 0 0 SONJA NARCISSE TRUSTEE 1.00 0.00 X 0 0 0 GEORGE KOLLITIDES TRUSTEE 1.00 0.00 X 0 0 0 0 1615553 374250 1 0 1 0 OPTIMUS HEALTH CARE 982EAST MAIN STREET BRIDGEPORT CT 06608 MEDICAL COMPLIANCE 105389 1 737847 471730 1629033 4122232 76445 6960842 177032 -311 177343 40230061 34119148 6110913 6110913 6110913 214121 737847 303248 -89127 -89127 OTHER ANCILLIARY INCOME 900099 84329 84329 84329 13243989 0 -311 6283458 X 5500 5500 1745334 271496 901756 572082 537309 83581 277610 176118 369652 57501 190987 121164 10376 1614 5361 3401 2953162 459381 1525800 967981 80690 12552 41690 26448 109861 17089 56762 36010 78916 12276 40773 25867 151407 23552 78227 49628 444 69 229 146 ENTERTAINMENT 83390 12972 43085 27333 DUES,FEES & MEMBERSHIP 63140 9822 32622 20696 MISCELLANEOUS EXPENSES 19616 3052 10134 6430 6208797 970457 3205036 2033304 4753999 1735546 413591 223979 733615 1229804 144247 121040 32574378 38537881 49531052 50749971 130000 130000 88280882 92728221 72692 70095 1868726 1257343 1941418 1327438 X 45723941 52213925 22648340 21323715 17967183 17863143 86339464 91400783 88280882 92728221 X 7035192 808130 -2782004 X 0 1 X 1 1 1 X 7773362 9085513 10635795 6563920 6960842 41019432 7773362 9085513 10635795 6563920 6960842 41019432 7271613 33747819 494078 313240 206683 137695 177032 1328728 289523 315163 201610 84329 890625 43238785 0.78050 0.73590 X 25359000 16000 2132000 1501000 26006000 23748000 378000 2827000 1594000 25359000 21004000 2271000 1807000 1334000 23748000 19237000 2287000 609000 1129000 21004000 17733000 2178000 473000 1147000 19237000 0.68690 0.31310 0 0 0 ENDOWMENT POOL 49839839 F PERPETUAL TRUST 459650 F PRIVATE EQUITY 450482 F 50749971 DUE TO BRIDGEPORT HOSPITAL 950978 P.V. OF FUTURE ANNUITY-IRELAND 10715 P.V. OF FUTURE ANNUITY-YURKSAITIS 131194 P.V. OF FUTURE ANNUITY-MACDONALD 155706 P.V. OF FUTURE ANNUITY-BODINE 8750 1257343 X PART V, LINE 4: THE ENDOWED FUNDS' INTENDED USE IS TO GENERATE INCOME TO SUPPORT BRIDGEPORT HOSPITAL PROGRAM SERVICE FUNCTIONS AND OTHER OPERATIONS IN ACCORDANCE WITH THE BRIDGEPORT HOSPITAL POOLED INVESTMENT POLICY. PART X, LINE 2: BRIDGEPORT HOSPITAL FOUNDATION IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SERVICES CORPORATION AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: MOST ENTITIES WITHIN THE SYSTEM ARE NOT FOR PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHICH ARE NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. U.S. GAAP REQUIRES THE SYSTEM TO EVALUATE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2018 AND 2017. ROH LUNCH 522860 474089 48771 160821 KAULBACH 166176 105790 60386 54630 6 262932 157968 104964 87797 951968 737847 214121 303248 303248 -89127 1 NURSING SCHOLARSHIP 16 5500 PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE GRANT WRITER IN THE BRIDGEPORT HOSPITAL FOUNDATION SUPPORTS CLINICAL AND PROGRAM STAFF GRANTEES IN COMPLYING WITH THE VARIOUS REQUIREMENTS ASSOCIATED WITH STATE, FEDERAL, AND PRIVATE GRANTS, INCLUDING THE FOLLOWING: -MAINTAINING FILES FOR EACH GRANT THAT CONTAIN THE GRANT APPLICATION AND PROGRAM GUIDANCE, THE NOTICE OF GRANT AWARD, ANY ASSOCIATED CONTRACTS OR MEMORANDA OF AGREEMENT/UNDERSTANDING, COPIES OF CHECKS, AND CORRESPONDENCE RELATED TO THE GRANT; -PREPARING PROGRAM AND FINANCIAL REPORTS IN COMPLIANCE WITH THE DEADLINES SPECIFIED; -MAINTAINING VARIOUS REGISTRATIONS REQUIRE BY STATE AND FEDERAL FUNDING SOURCES; -ASSISTING IN DRAWING DOWN FUNDS ACCESSED THROUGH ACH DEPOSITS. 0 1 0 0 0 0 0 0 0 STEPHEN JAKAB PRESIDENT/EX-OFFICIO 0 288930 0 67925 0 6468 0 24000 0 13484 0 400807 0 3473 WILLIAM JENNINGS EX-OFFICIO/TRUSTEE 0 802455 0 307242 0 142533 0 317940 0 18826 0 1588996 0 0 PART I, LINE 3 INDIVIDUALS LISTED ON PART VII AS OFFICERS OF THE CORPORATION ARE EMPLOYEES OF A RELATED ORGANIZATION(S) AND COMPENSATED THROUGH THE RESPECTIVE RELATED ORGANIZATION(S). THE METHOD USED BY THE RELATED ORGANIZATION(S) FOR DETERMINING COMPENSATION FOR THESE INDIVIDUAL ARE: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B THE INDIVIDUAL LISTED BELOW IS A PARTICIPANT IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE ACCRUAL IS INCLUDED IN THE AMOUNT REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS THE RELATED ENTITY'S AMOUNT CONSISTENT WITH THE COMPENSATION REPORTING PER IRS INSTRUCTIONS. SEVERANCE NONQUALIFIED EQUITY-BASED WILLIAM M. JENNINGS $0 $137,228 $0 THE SUPPLEMENTAL RETIREMENT PLAN IS DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS CORPORATE OFFICERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). X 7 50212 STOCK EXCHANGE QUOTES X GIFTS/BAGS/FOOD 4 26233 COMPARABLE MARKET PR 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. IS BRIDGEPORT HOSPITAL, ITSELF A CONNECTICUT NON-STOCK CORPORATION EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A BRIDGEPORT HOSPITAL HAS THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF THE FOUNDATION IN CONSULTATION WITH AND WITH THE CONSENT OF YALE NEW HAVEN HEALTH SERVICES CORPORATION AND OFFICERS OF THE FOUNDATION ARE ELECTED BY THE FOUNDATION BOARD OR AS OTHERWISE SET FORTH IN ACCORDANCE WITH THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER AND YALE NEW HAVEN HEALTH SERVICES CORPORATION HAVE THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF THE FOUNDATION, AND (ON THE RECOMMENDATION OF THE BOARD OF TRUSTEES) THE FOLLOWING ADDITIONAL RIGHTS: TO APPROVE OPERATING, CASH FLOW AND CAPITAL BUDGETS; TO APPROVE GRADUATE AND UNDERGRADUATE MEDICAL EDUCATION ARRANGEMENTS; TO APPROVE MAJOR NEW CLINICAL PROGRAMS AND SERVICES AND CONTINUATION OF SAME; APPROVAL OF STRATEGIC PLANS; AND ADOPTION OF SAFETY AND QUALITY ASSESSMENT POLICIES THAT DO NOT CONFORM WITH SYSTEM POLICIES; TO APPROVE THE MERGER, CONSOLIDATION, DISSOLUTION OR THE SALE OF ALL OR SUBSTANTIALLY ALL THE ORGANIZATION'S ASSETS; TO AMEND THE CERTIFICATE OF INCORPORATION AND BYLAWS OF THE ORGANIZATION, TO APPROVE THE EXECUTION OF LONG-TERM OR MATERIAL AGREEMENTS. ADDITIONALLY, YALE NEW HAVEN HEALTH SERVICES CORPORATION RETAINS THE FOLLOWING DIRECT AUTHORITY: ADOPTION OF BUDGETARY TARGETS, INDEBTEDNESS, MANAGEMENT AND CONTROL OF LIQUID ASSETS, APPOINTMENT OF THE INDEPENDENT AUDITOR AND APPOINTMENT OF THE CEO, WITH THE APPROVAL OF THE FOUNDATION AND ITS SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE SYSTEM TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR/DIRECTOR OF FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE PRESIDENT OF THE FOUNDATION AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE FOUNDATION MADE AVAILABLE A COMPLETE COPY OF THE RETURN TO THE BOARD OF TRUSTEES VIA A WEB PORTAL. FORM 990, PART VI, SECTION B, LINE 12C THE BRIDGEPORT HOSPITAL FOUNDATION, INC IS COVERED UNDER THE YNHHS CONFLICT OF INTEREST POLICY APPROVED AND ADOPTED BY THE SYSTEM COMPLIANCE COMMITTEE, WHICH HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO IMMEDIATELY REPORT MATERIAL CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT OF THE HOSPITAL WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT AND TAKE ANY ACTIONS THAT SHE DEEMS REQUIRED OR APPROPRIATE TO MANAGE OR RESOLVE A POTENTIAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED TO THE POTENTIAL CONFLICT AND THE POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 459,381. MANAGEMENT AND GENERAL EXPENSES 1,525,800. FUNDRAISING EXPENSES 967,981. TOTAL EXPENSES 2,953,162. FORM 990, PART XI, LINE 9: TRANSFER TO BRIDGEPORT HOSPITAL -2,782,004. ASSOCIATED SPECIALISTS OF SOUTHEASTERN CTINC - DISSOLVED 918 365 MONTAUK AVENUE NEW LONDON CT 06320 208006123 HEALTHCARE SERVICES CT 501C3 LINE 12A, I LAWRENCE MEMORIAL HOSPITAL INC 1 BRIDGEPORT HOSPITAL 267 GRANT STREET BRIDGEPORT CT 06610 060646554 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 0 BRIDGEPORT HOSPITAL AUXILIARY INC 267 GRANT STREET BRIDGEPORT CT 06610 066042500 SYSTEM SUPPORT SERVICES CT 501C3 LINE 12A, I BRIDGEPORT HOSPITAL 1 BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS INC 120 COLUMBINE DRIVE TRUMBULL CT 06611 066048427 SYSTEM SUPPORT SERVICES CT 501C3 LINE 12A, I YALE NEW HAVEN HOSPITAL 1 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 060646659 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORPORATION 1 LAWRENCE MEMORIAL CORPORATION 365 MONTAUK AVENUE NEW LONDON CT 06320 222553028 PROMOTE HEALTHCARE CT 501C3 LINE 12A, I YALE NEW HAVEN HEALTH SERVICES CORP 1 LAWRENCE AND MEMORIAL FOUNDATION INC - DISSOLVED ON 918 365 MONTAUK AVENUE NEW LONDON CT 06320 222553026 FUNDRAISING SERVICES CT 501C3 PF LAWRENCE MEMORIAL CORPORATION 1 LAWRENCE MEMORIAL HOSPITAL INC 365 MONTAUK AVENUE NEW LONDON CT 06320 060646704 HEALTHCARE SERVICES CT 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION 1 LMW HEALTHCARE INC 365 MONTAUK AVENUE NEW HAVEN CT 06320 460543230 HEALTHCARE SERVICES RI 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION 1 NORTHEAST MEDICAL GROUP INC 99 HAWLEY LANE STRATFORD CT 06614 061330992 HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH SERVICES CORP 1 NORTHEAST MEDICAL GROUP PLLC 99 HAWLEY LANE STRATFORD CT 06614 352380180 HEALTHCARE SERVICES NY 501C3 LINE 12A, I NORTHEAST MEDICAL GROUP INC 1 PERRYRIDGE CORPORATION 5 PERRYRIDGE ROAD GREENWICH CT 06830 061207316 SYSTEM SUPPORT SERVICES CT 501C3 LINE 10 GREENWICH HOSPITAL 1 SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC 267 GRANT STREET BRIDGEPORT CT 06610 061297708 TITLE HOLDING CT 501C2 BRIDGEPORT HOSPITAL 1 THE GREENWICH HOSPITAL ENDOWMENT FUND INC 5 PERRYRIDGE ROAD GREENWICH CT 06830 061526642 SYSTEM SUPPORT SERVICES CT 501C3 LINE 12B, II GREENWICH HOSPITAL 1 THE WESTERLY HOSPITAL FOUNDATION INC 25 WELLS STREET WESTERLY RI 02891 050508064 FUNDRAISING SERVICES RI 501C3 LINE 12A, I LMW HEALTHCARE INC 1 VISITING NURSE ASSOCIATION OF SOUTHEREASTERN CONNECTICUT INC 403 NORTH FRONTAGE ROAD WATERFORD CT 06385 060646616 HOME HEALTHCARE SERVICES CT 501C3 LINE 10 LAWRENCE MEMORIAL CORPORATION 1 WESTERLY HOSPITAL AUXILIARY INC 25 WELLS STREET WESTERLY RI 02891 222507181 FUNDRAISING ACTIVITIES RI 501C3 LINE 12A, I LMW HEALTHCARE INC 1 YALE NEW HAVEN HEALTH SERVICES CORP 789 HOWARD AVE NEW HAVEN CT 06519 222529464 SYSTEM SUPPORT SERVICES CT 501C3 LINE 12A, I N/A 0 YALE NEW HAVEN HOSPITAL 20 YORK STREET NEW HAVEN CT 06504 060646652 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 YALE NEW HAVEN CARE CONTINUUM CORP 789 HOWARD AVE NEW HAVEN CT 06519 455235566 NURSING HOME CT 501C3 LINE 3 YALE NEW HAVEN HOSPITAL 1 L&M HEALTHCARE INC 365 MONTAUK AVENUE NEW LONDON CT 06320 222553031 SYSTEM SUPPORT SERVICES CT 501C3 LINE 12A, I LAWRENCE MEMORIAL CORPORATION 1 SARAH BEARDSLEY FBO BRIDGEPORT HOSPITAL - 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DISSOLVED ON 918 365 MONTAUK AVENUE NEW LONDON CT 06320 061383924 MEDICAL SERVICES CT N/A C 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 1 0 BRIDGEPORT HOSPITAL P 3666929 TRANSACTION REVIEW BRIDGEPORT HOSPITAL M 2766455 TRANSACTION REVIEW BRIDGEPORT HOSPITAL R 2782004 COMPARABLE MARKET VALUE