2017-08-14T10:57:00-05:00 2016-09-30 135565207 KPMG LLP ONE FINANCIAL PLAZA 755 MAIN STREET HARTFORD CT 06103 990 2015-10-01 222908698 BRIDGEPORT HOSPITAL FOUNDATIONINC BRID 2036886088 267 GRANT STREET BRIDGEPORT CT 06610 STEPHEN JAKAB PRESIDENT 2036886088 2017-08-14 0 MARY-EVELYN ANTONETTI P00431862 8602976085 2015 2021-01-29 14:40:06Z STEPHEN JAKAB 267 GRANT ST BRIDGEPORT CT 06610 32663215 0 X HTTP://FOUNDATION.BRIDGEPORTHOSPITAL.ORG/ X 1988 CT FUNDRAISING FOR BRIDGEPORT HOSPITAL. 12 11 0 13 826 0 9085513 10635795 0 0 146636 870119 225343 194857 9457492 11700771 97143 88961 0 0 2510384 2623303 0 0 1503286 2047963 1962993 4655490 4675257 4802002 7025514 71975415 81074474 2708244 1477365 69267171 79597109 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 802385 88961 0 SCHEDULE OTHE BRIDGEPORT HOSPITAL FOUNDATION RECEIVED MORE THAN $10.5 MILLION IN PHILANTHROPIC GIFTS IN FY 2016, A RECORD. THE AMOUNT IS $2 MILLION GREATER THAN FY 2015. FUNDRAISING PROCEEDS FROM THE NORMA PFRIEM BREAST CENTER'S ROSE OF HOPE LUNCHEON, FAIRFIELD COUNTY HUNT CLUB HORSE SHOW TEREX STAKE, KAULBACH MEMORIAL GOLF CLASSIC, BRIDGEPORT HOSPITAL AUXILIARY EVENTS AND OTHER INITIATIVES HAVE ENHANCED 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: - CREATION OF THE NORMA PFRIEM HEALING GARDEN AT PARK AVENUE MEDICAL CENTER IN TRUMBULL, WHERE CANCER PATIENTS CAN SPEND A FEW PEACEFUL MOMENTS WHILE UNDERGOING CHEMOTHERAPY - UPGRADES TO THE YALE NEW HAVEN CHILDREN'S HOSPITAL NEONATAL INTENSIVE CARE UNIT (NICU) AT BRIDGEPORT HOSPITAL, INCLUDING THE PLANNED INSTALLATION OF THE FIRST-IN-CONNECTICUT NICVIEW CAMERA SYSTEM, A SECURE, WEB-BASED VIDEO STREAM THAT ALLOWS FAMILIES TO CHECK ON THEIR HOSPITALIZED BABIES 24/7 VIA ANY DEVICE WITH AN INTERNET CONNECTION. A COMPLETE RENOVATION OF THE NICU, MADE POSSIBLE ENTIRELY THROUGH PHILANTHROPY, IS PLANNED FOR 2017. - LAUNCH OF A NEW GERIATRIC INJURY INSTITUTE TO PREVENT FALLS IN THE COMMUNITY'S ELDERLY POPULATION - A RESEARCH STUDY TO IMPROVE EARLY DETECTION OF BARRETT'S ESOPHAGUS, A COMPLICATION OF GASTROESOPHAGEAL REFLUX DISEASE (GERD) THAT CAN LEAD TO ESOPHAGEAL CANCER. - A MENTAL HEALTH SCREENING PROGRAM FOR LOW-INCOME PATIENTS OF THE HOSPITAL'S OB-GYN CLINIC. ADDITIONALLY, THE BRIDGEPORT HOSPITAL FOUNDATION RECENTLY EARNED THE GOLD SEAL OF TRANSPARENCY FROM GUIDESTAR, A NONPROFIT ORGANIZATION THAT PROVIDES INFORMATION TO ADVANCE TRANSPARENCY, ENABLE BETTER DECISION MAKING AND ENCOURAGE CHARITABLE GIVING. IN ORDER TO RECEIVE THE GOLD SEAL, THE FOUNDATION PROVIDED GUIDESTAR WITH FINANCIAL INFORMATION, GOALS, STRATEGIES, CAPABILITIES, INDICATORS AND PROGRESS MILESTONES. 802385 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 1 108 0 0 0 0 0 0 0 1 1 0 0 0 0 X 12 11 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 RONALD DEFEO CHAIR/TRUSTEE 1.00 0.00 X X 0 0 0 MITCHELL DRIESMAN VICE CHAIR/TRUSTEE 1.00 0.00 X X 0 0 0 WILLIAM JENNINGS EX-OFFICIO 1.00 39.00 X 0 1135905 317179 ROBERT STANTON TREASURER/TRUSTEE 1.00 0.00 X X 0 0 0 CARLA KLEIN SECRETARY 1.00 0.00 X X 0 0 0 RAYMOND CONDON THRU 11116 TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN JAKAB PRESIDENT/EX-OFFICIO 1.00 39.00 X X 0 348947 39034 NEWMAN MARSILIUS III TRUSTEE 1.00 2.00 X 0 0 0 EMIL MESHBERG TRUSTEE 1.00 0.00 X 0 0 0 LESLEY O'CONNELL TRUSTEE 1.00 0.00 X 0 0 0 PATRICK SHAW TRUSTEE 1.00 0.00 X 0 0 0 JASON MUDD EFF 716 TRUSTEE 1.00 0.00 X 0 0 0 SONJA NARCISSE EFF 916 TRUSTEE 1.00 0.00 X 0 0 0 0 1484852 356213 0 0 1 0 0 870177 285978 1597332 7882308 1626907 10635795 206683 826 205857 21267757 20604321 663436 663436 663436 237817 870177 358123 -120306 -120306 OTHER ANCILLIARY INCOME 900099 315163 315163 315163 11700771 0 826 1064150 X 88961 88961 2080142 323578 1074740 681824 543161 84492 280633 178036 303801 47258 156964 99579 6010 935 3105 1970 32077 4990 16573 10514 878557 136664 453922 287971 43243 6727 22342 14174 229853 35755 118757 75341 94411 14686 48779 30946 216092 33614 111648 70830 16715 2600 8636 5479 ENTERTAINMENT 75974 11818 39253 24903 DUES,FEES & MEMBERSHIP 45464 7072 23490 14902 MISCELLANEOUS EXPENSES 20796 3235 10744 6817 4675257 802385 2369586 1503286 865775 1326685 838612 1022941 865382 2454022 127990 210864 19310843 29958568 49836813 45971394 130000 130000 71975415 81074474 95722 132487 2612522 1344878 2708244 1477365 X 34763984 38403038 17035486 23468788 17467701 17725283 69267171 79597109 71975415 81074474 X 7025514 5712718 -2408294 X 0 1 X 1 1 1 X 8399311 7421332 7773362 9085513 10635795 43315313 8399311 7421332 7773362 9085513 10635795 43315313 11269670 32045643 563964 507534 494078 313240 206683 2085499 289523 315163 604686 46005498 0.69660 0.66130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21004000 2271000 1807000 -1334000 23748000 19237000 2287000 609000 -1129000 21004000 17733000 2178000 473000 -1147000 19237000 15098000 3319000 -35000 -649000 17733000 13858000 874000 418000 -52000 15098000 0.75000 0.25000 0 0 0 ENDOWMENT POOL 45513783 F PERPETUAL TRUST 457611 F 45971394 DUE TO BRIDGEPORT HOSPITAL 1039063 P.V. OF FUTURE ANNUITY-IRELAND 11738 P.V. OF FUTURE ANNUITY-YURKSAITIS 130467 P.V. OF FUTURE ANNUITY-MACDONALD 153858 P.V. OF FUTURE ANNUITY-BODINE 9752 1344878 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: THE CONSOLIDATED FINANCIAL STATEMENTS OF BRIDGEPORT HOSPITAL AND SUBSIDIARIES INCLUDE THE FOOTNOTE AS FOLLOWS: THE HOSPITAL AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROPERTIES IS A TAX-EXEMPT ORGANIZATION GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(C)(2) OF THE CODE. U.S. GAAP REQUIRES THE HOSPITAL AND THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE HOSPITAL'S AND THE FOUNDATION'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 HOSPITAL AND THE FOUNDATION RECOGNIZE 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 HOSPITAL OR THE FOUNDATION AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2016. ROH LUNCH 534047 490747 43300 114091 KAULBACH 222294 150085 72209 106242 7 351653 229345 122308 137790 1107994 870177 237817 358123 358123 -120306 1 NURSING SCHOLARSHIP 96 88961 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 WILLIAM JENNINGS EX-OFFICIO 0 782958 0 244160 0 108787 0 299092 0 18087 0 1453084 0 18810 STEPHEN JAKAB PRESIDENT/EX-OFFICIO 0 257951 0 75123 0 15873 0 23002 0 16032 0 387981 0 9366 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 $180,742 $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 8 1576124 STOCK EXCHANGE QUOTES X GIFTS/BAGS/FOOD 9 48634 COMPARABLE MARKET PR 0 0 0 0 PART I, COLUMN (B): BASED ON THE NUMBER OF ITEMS 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. BASED ON RESPONSES TO THE QUESTIONNAIRES RECEIVED BY THE ORGANIZATION AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES, THE ORGANIZATION WAS ABLE TO CONFIRM THAT ELEVEN (11) VOTING MEMBERS ARE INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. IS BRIDGEPORT HOSPITAL. 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, YALE NEW HAVEN HEALTH SERVICES CORPORATION, HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION, AND(ON THE RECOMMENDATION OF THE BOARD OF DIRECTORS) 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.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. FORM 990, PART VI, SECTION B, LINE 11 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 CHIEF FINANCIAL OFFICER OF THE ENTITY AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION 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 YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY. THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY (CC:R-7) 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 AND CEO 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 FORM 990, FORM 1023 (IF AVAILABLE) AND AUDITED FINANCIAL STATEMENTS ARE MAINTAINED IN THE SYSTEM TAX DEPARTMENT. OTHER CORPORATE GOVERNING DOCUMENTS ARE MAINTAINED BY THE LEGAL AND RISK SERVICES DEPARTMENT. THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION POLICY ARE AVAILABLE TO ALL EMPLOYEES ON THE CORPORATE INTERNAL WEBSITE. COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 127,324. MANAGEMENT AND GENERAL EXPENSES 422,899. FUNDRAISING EXPENSES 268,290. TOTAL EXPENSES 818,513. CONSULTING FEES: PROGRAM SERVICE EXPENSES 9,340. MANAGEMENT AND GENERAL EXPENSES 31,023. FUNDRAISING EXPENSES 19,681. TOTAL EXPENSES 60,044. FORM 990, PART XI, LINE 9: TRANSFER TO BRIDGEPORT HOSPITAL -2,408,294. ASSOCIATED SPECIALISTS OF SOUTHEASTERN CONNECTICUT INC 365 MONTAUK AVENUE NEW LONDON CT 06320 208006123 HEALTHCARE SERVICES CT 501C3 LINE 11A, 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 11A, I BRIDGEPORT HOSPITAL 1 BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS INC 120 COLUMBINE DRIVE TRUMBULL CT 06611 066048427 SYSTEM SUPPORT SERVICES CT 501C3 LINE 11A, I YALE NEW HAVEN HOSPITAL 1 GREENWICH HEALTH CARE SERVICES INC - MERGED WITH GH 5122016 5 PERRYRIDGE ROAD GREENWICH CT 06830 222593399 SYSTEM SUPPORT SERVICES CT 501C3 LINE 11B, II YALE NEW HAVEN HEALTH SERVICES CORP 0 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 060646659 HEALTHCARE SERVICES CT 501C3 LINE 3 SEE SCHEDULE R PART VII 0 L&M PHYSICIAN ASSOCIATION INC 365 MONTAUK AVENUE NEW LONDON CT 06320 271094375 HEALTHCARE SERVICES CT 501C3 LINE 11A, I LAWRENCE MEMORIAL CORPORATION 1 LAWRENCE MEMORIAL CORPORATION 365 MONTAUK AVENUE NEW LONDON CT 06320 222553028 PROMOTE HEALTHCARE CT 501C3 LINE 9 YALE NEW HAVEN HEALTH SERVICES CORP 0 LAWRENCE AND MEMORIAL FOUNDATION INC 365 MONTAUK AVENUE NEW LONDON CT 06320 222553026 FUNDRAISING SERVICES CT 501C3 PF LAWRENCE MEMORIAL COPRORATION 1 LAWRENCE MEMORIAL HOSPITAL INC 365 MONTAUK AVENUE NEW LONDON CT 06320 060646704 HEALTHCARE SERVICES CT 501C3 LINE 3 LAWRENCE MEMORIAL COPRORATION 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 9 YALE NEW HAVEN HEALTH SERVICES CORP 0 NORTHEAST MEDICAL GROUP PLLC 99 HAWLEY LANE STRATFORD CT 06614 352380180 HEALTHCARE SERVICES CT 501C3 LINE 11A, I NORTHEAST MEDICAL GROUP INC 1 PERRYRIDGE CORPORATION 5 PERRYRIDGE ROAD GREENWICH CT 06830 061207316 SYSTEM SUPPORT SERVICES CT 501C3 LINE 11B, II SEE SCHEDULE R PART VII 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 11B, II SEE SCHEDULE R PART VII 1 THE WESTERLY HOSPITAL FOUNDATION INC 25 WELLS STREET WESTERLY RI 02891 050508064 FUNDRAISING SERVICES RI 501C3 LINE 11A, 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 9 LAWRENCE MEMORIAL CORPORATION 1 WESTERLY HOSPITAL AUXILIARY INC 25 WELLS STREET WESTERLY RI 02891 222507181 FUNDRAISING ACTIVITIES RI 501C3 LINE 11C, III-FI LMW HEALTHCARE INC 1 YALE NEW HAVEN HEALTH SERVICES CORP 789 HOWARD AVE NEW HAVEN CT 06519 222529464 SYSTEM SUPPORT SERVICES CT 501C3 LINE 11A, 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 0 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 SARAH BEARDSLEY FBO BRIDGEPORT HOSPITAL 10 S DEARBORN IL1-0117 CHICAGO IL 60603 066021966 SYSTEM SUPPORT SERVICES IL 4947(A)(1) PF N/A 1 L&M HEALTHCARE INC 365 MONTAUK AVENUE NEW LONDON CT 06320 222553031 SYSTEM SUPPORT SERVICES CT 501C3 LINE 11A, I LAWRENCE MEMORIAL CORPORATION 1 SHORELINE SURGERY CENTER LLC 111 GOOSE LANE GUILFORD CT 06437 900110459 HEALTHCARE SERVICES CT N/A SSC II LLC 111 GOOSE LANE GUILFORD CT 06437 261709382 HEALTHCARE SERVICES CT N/A ORTHOPAEDIC & NEUROSURGERY CENTER 55 HOLLY HILL LANE GREENWICH CT 06830 273477197 HEALTHCARE SERVICES CT N/A TOTAL HEALTH CONNECTICUT LLC 789 HOWARD AVENUE NEW HAVEN CT 06519 474070024 HEALTHCARE SERVICES CT N/A YALE NEW HAVEN HEALTH SYSTEM INVESTMENT 20 YORK STREET NEW HAVEN CT 06510 271374301 INVESTMENT DE N/A YNHHS-MSO INC 789 HOWARD AVE NEW HAVEN CT 06519 061467717 MANAGEMENT SERVICES CT N/A C 1 YALE NEW HAVEN AMBULATORY SERVICES 40 TEMPLE STREET NEW HAVEN CT 06510 061398526 HEALTHCARE SERVICES CT N/A C 1 MEDICAL CENTER REALTY INC 50 YORK STREET NEW HAVEN CT 06511 061110858 RENTAL SERVICES CT N/A C 1 GREENWICH FERTILITY & IVF PC 5 PERRYRIDGE ROAD GREENWICH CT 06830 300145464 HEALTHCARE SERVICES CT N/A C 1 YORK ENTERPRISES INC 50 YORK STREET NEW HAVEN CT 06511 061110937 TITLE HOLDING CT N/A C 1 YNHH-PHYSICIANS CORP 789 HOWARD AVE NEW HAVEN CT 06519 061202305 ADMINISTRATIVE SERVICES CT N/A C 1 MEDICAL CENTER PHARMACY INC 50 YORK STREET NEW HAVEN CT 06511 061087673 PHARMACY CT N/A C 1 GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC 5 PERRYRIDGE ROAD GREENWICH CT 06830 061540101 HEALTHCARE SERVICES NY N/A C 1 GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY 5 PERRYRIDGE ROAD GREENWICH CT 06830 453833883 HEALTHCARE SERVICES NJ N/A C 1 PRIMARYNET OF CONNECTICUT INC- TERMINATED 93016 789 HOWARD AVE NEW HAVEN CT 06519 061463534 HEALTHCARE SERVICES CT N/A C 1 CENTURY FINANCIAL SERVICES INC 23 MAIDEN LANE NORTH HAVEN CT 06473 061110797 DEBT COLLECTION SERVICES CT N/A C 1 CENTURY MANAGEMENT SERVICES INC 23 MAIDEN LANE NORTH HAVEN CT 06473 061303173 RECEIVABLE MANAGEMENT SERVICES CT N/A C 1 L & M SYSTEMS INC 365 MONTAUK AVENUE NEW LONDON CT 06320 222553037 HEALTHCARE RELATED SERVICES CT N/A C 1 L&M HOME CARE SERVICES INC 365 MONTAUK AVENUE NEW LONDON CT 06320 061389272 HOME THERAPY CT N/A C 1 LAWRENCE & MEMORIAL INDEMNITY COMPANY LTD PO BOX 1159 KY1-1102 GRAND CAYMAN CJ 981021436 INSURANCE CJ N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 BRIDGEPORT HOSPITAL P 2854000 TRANSACTION REVIEW BRIDGEPORT HOSPITAL M 1302285 TRANSACTION REVIEW BRIDGEPORT HOSPITAL R 5410452 CASH PART II (F), DIRECT CONTROLLING ENTITY OF TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: GREENWICH HOSPITAL DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER YALE NEW HAVEN HEALTH SERVICES CORPORATION. NAME OF RELATED ORGANIZATION: PERRYRIDGE CORPORATION DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER GREENWICH HOSPTIAL. NAME OF RELATED ORGANIZATION: THE GREENWICH HOSPITAL ENDOWMENT FUND INC DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER GREENWICH HOSPTIAL.