BRIDGEPORT HOSPITAL FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BRIDGEPORT HOSPITAL FOUNDATION INC (EIN 22-2908698)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-11
IRS object ID
201612249349300211
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-11T07:58:02-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE FINANCIAL PLAZA 755 MAIN STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222908698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGEPORT HOSPITAL FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRIDBusinessNameControlTxt
Phone2036886088PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1267 GRANT STREETAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN JAKABPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2036886088PhoneNum
Signature2016-08-02SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY-EVELYN ANTONETTIPreparerPersonNm
PTINP00431862PTIN
Phone8602976085PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN JAKABPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1267 GRANT STAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06610ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$57,858,117GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://FOUNDATION.BRIDGEPORTHOSPITAL.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionFUNDRAISING FOR BRIDGEPORT HOSPITAL.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,773,362PYContributionsGrantsAmt
CY Contributions Grants$9,085,513CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$761,586PYInvestmentIncomeAmt
CY Investment Income$146,636CYInvestmentIncomeAmt
PY Other Revenue-$50,262PYOtherRevenueAmt
CY Other Revenue$225,343CYOtherRevenueAmt
PY Total Revenue$8,484,686PYTotalRevenueAmt
CY Total Revenue$9,457,492CYTotalRevenueAmt
PY Grants And Similar Paid$80,518PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$97,143CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$975,480PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,510,384CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,494,126CYTotalFundraisingExpenseAmt
PY Other Expenses$860,622PYOtherExpensesAmt
CY Other Expenses$2,047,963CYOtherExpensesAmt
PY Total Expenses$1,916,620PYTotalExpensesAmt
CY Total Expenses$4,655,490CYTotalExpensesAmt
PY Revenues Less Expenses$6,568,066PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,802,002CYRevenuesLessExpensesAmt
Total Assets BOY$67,842,601TotalAssetsBOYAmt
Total Assets EOY$71,975,415TotalAssetsEOYAmt
Total Liabilities BOY$2,030,886TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,708,244TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$65,811,715NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$69,267,171NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$806,203ExpenseAmt
Grant$97,143GrantAmt
Revenue$0RevenueAmt
DescSCHEDULE OTHE BRIDGEPORT HOSPITAL FOUNDATION ACHIEVED $9,492,531 IN TOTAL PHILANTHROPY IN THE FISCAL YEAR ENDING SEPTEMBER 30, 2015, THE MOST EVER GIVEN TO THE FOUNDATION IN A SINGLE FISCAL YEAR IN ITS 27 YEAR HISTORY. THE NORMA PFRIEM BREAST CENTER CONTINUES TO BE THE TOP DESIGNATION FOR DONORS WITH $2,697,560 IN TOTAL CONTRIBUTIONS. THE BREAST CENTER CELEBRATED ITS 15TH ANNIVERSARY WITH ANOTHER RECORD-SETTING ROSE OF HOPE LUNCHEON, ATTRACTING 542 ATTENDEES AND RAISING MORE THAN $391,000 AFTER EXPENSES FOR ITS PROGRAMS FOR UNDERSERVED WOMEN. THE FOUNDATION BECAME ONE OF THE CHARITABLE BENEFICIARIES OF THE FAIRFIELD COUNTY HUNT CLUB'S ANNUAL HORSE SHOW IN JUNE. THE 35TH ANNUAL KAULBACH MEMORIAL GOLF CLASSIC, ALSO TO BENEFIT CANCER SERVICES, NETTED MORE THAN $135,000 AND SIGNIFICANT GIFTS TOTALING OVER $2 MILLION WERE GIVEN BY INDIVIDUAL DONORS TO HELP BUILD A NEW HYBRID OPERATING ROOM.Desc
Total Program Service Expenses$806,203TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document45IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEITH TANDLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2036889642PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVENUEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06519ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
RONALD DEFEO
CHAIR/TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
MITCHELL DRIESMAN
VICE CHAIR/TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
WILLIAM JENNINGS
TRUSTEE1.0039.00Yes (X)$0$1,228,835$320,176
ROBERT STANTON
TREASURER/TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
CARLA KLEIN
SECRETARY/TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
RAYMOND CONDON
TRUSTEE1.000.00Yes (X)$0$0$0
STEPHEN JAKAB
PRESIDENT/TRUSTEE1.0039.00Yes (X)Yes (X)$0$323,764$40,547
NEWMAN MARSILIUS III
TRUSTEE1.002.00Yes (X)$0$0$0
EMIL MESHBERG
TRUSTEE1.000.00Yes (X)$0$0$0
LESLEY O'CONNELL
TRUSTEE1.000.00Yes (X)$0$0$0
PATRICK SHAW
TRUSTEE1.000.00Yes (X)$0$0$0
MEREDITH REUBEN THRU 1014
CHAIR/TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
ROBERT TREFRY RET 910
FORMER OFFICER0.000.00$0$216,182$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,768,781TotReportableCompRltdOrgAmt
Total Other Compensation$360,723TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$762,473FundraisingAmt
Related Organizations$441,265RelatedOrganizationsAmt
Government Grants$1,758,996GovernmentGrantsAmt
All Other Contributions$6,122,779AllOtherContributionsAmt
Noncash Contributions$106,342NoncashContributionsAmt
Total Contributions$9,085,513TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$313,240TotalRevenueColumnAmt
Exclusion$313,240ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$47,927,601SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$48,094,205SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$166,604SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$166,604TotalRevenueColumnAmt
Exclusion-$166,604ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$242,240FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$762,473ContriRptFundraisingEventAmt
Fundraising Direct Expenses$306,420FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$64,180TotalRevenueColumnAmt
Exclusion-$64,180ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$289,523TotalRevenueColumnAmt
Exclusion$289,523ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$289,523OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,457,492TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$371,979ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$97,143TotalAmt
Program Services$97,143ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,072,238TotalAmt
Program Services$322,341ProgramServicesAmt
Management And General$1,070,663ManagementAndGeneralAmt
Fundraising$679,234FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$438,146TotalAmt
Program Services$68,154ProgramServicesAmt
Management And General$226,377ManagementAndGeneralAmt
Fundraising$143,615FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$294,952TotalAmt
Program Services$45,880ProgramServicesAmt
Management And General$152,393ManagementAndGeneralAmt
Fundraising$96,679FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,834TotalAmt
Program Services$908ProgramServicesAmt
Management And General$3,014ManagementAndGeneralAmt
Fundraising$1,912FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,618TotalAmt
Program Services$3,363ProgramServicesAmt
Management And General$11,169ManagementAndGeneralAmt
Fundraising$7,086FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$923,573TotalAmt
Program Services$143,663ProgramServicesAmt
Management And General$477,184ManagementAndGeneralAmt
Fundraising$302,726FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$116,958TotalAmt
Program Services$18,193ProgramServicesAmt
Management And General$60,429ManagementAndGeneralAmt
Fundraising$38,336FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$262,286TotalAmt
Program Services$40,799ProgramServicesAmt
Management And General$135,515ManagementAndGeneralAmt
Fundraising$85,972FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,687TotalAmt
Program Services$1,507ProgramServicesAmt
Management And General$5,005ManagementAndGeneralAmt
Fundraising$3,175FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$257,879TotalAmt
Program Services$40,114ProgramServicesAmt
Management And General$133,238ManagementAndGeneralAmt
Fundraising$84,527FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,239TotalAmt
Program Services$2,526ProgramServicesAmt
Management And General$8,390ManagementAndGeneralAmt
Fundraising$5,323FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES,FEES AND MEMBERSHI$61,368$9,546$31,707$20,115
ENTERTAINMENT$60,217$9,367$31,112$19,738
MISCELLANEOUS EXPENSES$17,352$2,699$8,965$5,688

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,655,490TotalAmt
Program Services$806,203ProgramServicesAmt
Management And General$2,355,161ManagementAndGeneralAmt
Fundraising$1,494,126FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$913,458BOYAmt
EOY$865,775EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,739,217BOYAmt
EOY$838,612EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,158,491BOYAmt
EOY$865,382EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$171,472BOYAmt
EOY$127,990EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,690,610BOYAmt
EOY$19,310,843EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,039,353BOYAmt
EOY$49,836,813EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$130,000BOYAmt
EOY$130,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$67,842,601BOYAmt
EOY$71,975,415EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,211BOYAmt
EOY$95,722EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,960,675BOYAmt
EOY$2,612,522EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,030,886BOYAmt
EOY$2,708,244EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,453,979BOYAmt
EOY$34,763,984EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,023,082BOYAmt
EOY$17,035,486EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,334,654BOYAmt
EOY$17,467,701EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,811,715BOYAmt
EOY$69,267,171EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$67,842,601BOYAmt
EOY$71,975,415EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,802,002ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,077,534NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,424,081OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,886,587CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,399,311CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,421,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,773,362CurrentTaxYearMinus1YearAmt
Current Tax Year$9,085,513CurrentTaxYearAmt
Total$40,566,105TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,886,587CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,399,311CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,421,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,773,362CurrentTaxYearMinus1YearAmt
Current Tax Year$9,085,513CurrentTaxYearAmt
Total$40,566,105TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,354,467SubstantialContributorsTotAmt
Public Support Total170$29,211,638PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,441,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$563,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$507,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$494,078CurrentTaxYearMinus1YearAmt
Current Tax Year$313,240CurrentTaxYearAmt
Total$3,319,942TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$289,523CurrentTaxYearAmt
Total$289,523TotalAmt
FieldValueIRS element (for citing)
Total Support$44,175,570TotalSupportAmt
Public Support CY1700.66130PublicSupportCY170Pct
Public Support PY1700.64890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,237,000BeginningYearBalanceAmt
Contributions$2,287,000ContributionsAmt
Investment Earnings Or Losses$609,000InvestmentEarningsOrLossesAmt
Other Expenditures-$1,129,000OtherExpendituresAmt
End Year Balance$21,004,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,733,000BeginningYearBalanceAmt
Contributions$2,178,000ContributionsAmt
Investment Earnings Or Losses$473,000InvestmentEarningsOrLossesAmt
Other Expenditures-$1,147,000OtherExpendituresAmt
End Year Balance$19,237,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,098,000BeginningYearBalanceAmt
Contributions$3,319,000ContributionsAmt
Investment Earnings Or Losses-$35,000InvestmentEarningsOrLossesAmt
Other Expenditures-$649,000OtherExpendituresAmt
End Year Balance$17,733,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,858,000BeginningYearBalanceAmt
Contributions$874,000ContributionsAmt
Investment Earnings Or Losses$418,000InvestmentEarningsOrLossesAmt
Other Expenditures-$52,000OtherExpendituresAmt
End Year Balance$15,098,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,034,000BeginningYearBalanceAmt
Contributions$1,805,000ContributionsAmt
Investment Earnings Or Losses$59,000InvestmentEarningsOrLossesAmt
Other Expenditures-$40,000OtherExpendituresAmt
End Year Balance$13,858,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.83000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ENDOWMENT POOL$49,384,833F
PERPETUAL TRUST$451,980F
FieldValueIRS element (for citing)
Total Book Value Securities$49,836,813TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
DUE TO BRIDGEPORT HOSPITAL$2,293,230
P.V. OF FUTURE ANNUITY-IRELAND$12,836
P.V. OF FUTURE ANNUITY-YURKSAITIS$133,026
P.V. OF FUTURE ANNUITY-MACDONALD$156,295
P.V. OF FUTURE ANNUITY-BODINE$10,306
P.V. OF MINORITY INT- SPINELLI$6,829
FieldValueIRS element (for citing)
Total Liability$2,612,522TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. PROPERTIES IS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(2) OF THE CODE AND ALSO IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. THERE ARE CERTAIN TRANSACTIONS THAT COULD BE DEEMED "UNRELATED BUSINESS INCOME AND WOULD RESULT IN A TAX LIABILITY. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE RECORDED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ROH LUNCHEvent1Nm
Gross Receipts Event1$531,586GrossReceiptsEvent1Amt
Charitable Contri Event1$455,096CharitableContriEvent1Amt
Gross Revenue Event1$76,490GrossRevenueEvent1Amt
Other Direct Expenses Event1$155,794OtherDirectExpensesEvent1Amt
Event2KAULBACHEvent2Nm
Gross Receipts Event2$199,117GrossReceiptsEvent2Amt
Charitable Contri Event2$122,090CharitableContriEvent2Amt
Gross Revenue Event2$77,027GrossRevenueEvent2Amt
Other Direct Expenses Event2$56,246OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$274,010GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$185,287CharitableContriOtherEventsAmt
Gross Revenue Other Events$88,723GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$94,380OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,004,713GrossReceiptsTotalAmt
Charitable Contributions Tot$762,473CharitableContributionsTotAmt
Gross Revenue Total Events$242,240GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$306,420OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$306,420DirectExpenseSummaryEventsAmt
Net Income Summary-$64,180NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeNURSING SCHOLARSHIPGrantTypeTxt
Recipient106RecipientCnt
Cash Grant$97,143CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM JENNINGS
TRUSTEE$0$851,671$0$249,084$0$128,080$0$300,736$0$19,440$0$1,549,011$0$89,545
STEPHEN JAKAB
PRESIDENT/TRUSTEE$0$235,608$0$69,769$0$18,387$0$23,257$0$17,290$0$364,311$0$1,892
ROBERT TREFRY RET 910
FORMER OFFICER$0$0$0$0$0$216,182$0$0$0$0$0$216,182$0$216,182

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3INDIVIDUALS 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 4BTHE 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 $182,736 $0 ONE FORMER OFFICER, ROBERT TREFRY RECEIVED PAYMENT FROM THE NONQUALIFIED PLAN. THE AMOUNT IS INCLUDED IN SECTION II, COLUMN B (III). THE FOLLOWING PAYMENT WAS MADE DIRECTLY TO HIM FROM THE RABBI TRUST: ROBERT TREFRY $216,182 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).

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$62,204NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGE QUOTESMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescGIFTS/BAGS/FOODDesc
Contribution5ContributionCnt
Noncash Contributions Rpt F990$44,138NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE MARKET PRMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VIPART 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 NINE (9) VOTING MEMBERS ARE INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS: THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. IS BRIDGEPORT HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 7ABRIDGEPORT 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 7BSUBJECT TO THE APPROVAL OF YALE-NEW HAVEN HEALTH SERVICES CORPORATION (HSC), BRIDGEPORT HOSPITAL, AS THE SOLE MEMBER OF THE FOUNDATION, HAS THE AUTHORITY TO A. MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THIS CORPORATION OR ANY AFFILIATE AND THE CREATION OR ACQUISITION OF AN INTEREST IN ANY CORPORATE ENTITY, INCLUDING JOINT VENTURES; B. AMENDMENT OR RESTATEMENT OF THE MISSION, CERTIFICATE OF INCORPORATION OR THE BYLAWS OF THIS CORPORATION OR ANY AFFILIATE, OR ANY NEW OR REVISED "DOING BUSINESS AS" NAME; C. ADOPTION OF OPERATING AND CASH FLOW BUDGETS OF THE CORPORATION OR ANY AFFILIATE, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THIS CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION (PURSUANT TO THE AUTHORITY DELEGATED TO THIS CORPORATION BY THE MEMBER AND HSC TO ADOPT SUCH BUDGETS WITHIN PARAMETERS ESTABLISHED BY THE MEMBER AND HSC); D. ADOPTION OF CAPITAL BUDGETS AND CAPITAL ALLOCATIONS OF THIS CORPORATION OR ANY AFFILIATE (PURSUANT TO THE AUTHORITY DELEGATED TO THIS CORPORATION BY THE MEMBER AND HSC TO ADOPT SUCH BUDGETS WITHIN PARAMETERS ESTABLISHED BY THE MEMBER AND HSC); E. INCURRING AGGREGATE OPERATING OR CAPITAL EXPENDITURES ON AN ANNUAL BASIS THAT EXCEED OPERATING OR CAPITAL BUDGETS OF THE CORPORATION ADOPTED BY THE MEMBER AND HSC BY A SPECIFIED DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE MEMBER AND HSC; F. LONG-TERM OR MATERIAL AGREEMENTS INCLUDING, BUT NOT LIMITED TO, EQUITY FINANCINGS, CAPITALIZED LEASES, OPERATING LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF A DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE MEMBER AND HSC, WHICH SHALL NOT BE LESS THAN 10% OF THE TOTAL ANNUAL CAPITAL BUDGET OF THIS CORPORATION; G. APPROVAL OF ANY NEW RELATIONSHIPS OR AGREEMENTS FOR UNDERGRADUATE OR GRADUATE MEDICAL EDUCATION PROGRAMS OR ANY MATERIAL AMENDMENTS TO OR TERMINATIONS OF EXISTING AGREEMENTS FOR UNDERGRADUATE OR GRADUATE MEDICAL EDUCATION PROGRAMS; H. CONTRACTING WITH AN UNRELATED THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THIS CORPORATION OR ANY AFFILIATE; I. APPROVAL OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OF THIS CORPORATION OR ANY AFFILIATE OR DISCONTINUATION OR CONSOLIDATION OF ANY SUCH PROGRAM. THE MEMBER AND HSC SHALL FROM TIME TO TIME DEFINE THE TERM "MAJOR" IN THIS CONTEXT; J. APPROVAL OF STRATEGIC PLANS OF THIS CORPORATION OR ANY AFFILIATE; AND K. ADOPTION OF SAFETY AND QUALITY ASSURANCE POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE MEMBER AND HSC. OTHER MAJOR ACTIVITIES: A. IN ADDITION, THE MEMBER AND HSC SHALL HAVE THE AUTHORITY, EXCEPT AS OTHERWISE PROVIDED BY THE MEMBER AND HSC AND AFTER CONSULTATION WITH THIS CORPORATION, TO REQUIRE THE PRIOR REVIEW AND APPROVAL OF THOSE ACTIVITIES OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY THAT THE MEMBER AND HSC DETERMINE TO BE "MAJOR ACTIVITIES." B. "MAJOR ACTIVITIES" SHALL BE THOSE WHICH THE MEMBER AND HSC BY A VOTE OF NOT LESS THAN TWO-THIRDS (2/3) OF HSC'S BOARD OF TRUSTEES HAS DECLARED MAJOR, BY WRITTEN NOTICE TO THIS CORPORATION, DELIVERED PERSONALLY OR TRANSMITTED BY REGISTERED OR CERTIFIED MAIL RETURN RECEIPT REQUESTED. SUCH NOTICE SHALL SPECIFICALLY IDENTIFY THE MATTER OR MATTERS REQUIRING APPROVAL OF THE MEMBER AND HSC, AND SHALL REFER TO THIS BYLAW PROVISION GRANTING SUCH APPROVAL RIGHTS TO THE MEMBER AND HSC. NOTICES RECEIVED PURSUANT TO THIS SECTION SHALL BE RECORDED IN THE MINUTES OF THIS CORPORATION AND SHALL BE FILED WITH THE MINUTES OF THIS CORPORATION. NOTHING IN THESE BYLAWS SHALL BE CONSTRUED IN A MANNER THAT IS INCONSISTENT WITH THE AUTHORITIES WITH RESPECT TO THE CORPORATION THAT ARE RESERVED OR RETAINED BY THE MEMBER AND HSC PURSUANT TO THESE BYLAWS AND THE BYLAWS OF THE MEMBER AND/OR HSC, AS APPLICABLE. FURTHER, YALE-NEW HAVEN HEALTH SERVICES CORPORATION HAS THE SOLE AUTHORITY WITH RESPECT TO CERTAIN ACTION, INCLUDING, BUT NOT LIMITED TO THE ISSUANCE AND INCURRENCE OF INDEBTEDNESS: A. ADOPTION OF TARGETS FOR THE ANNUAL OPERATING AND CASH FLOW BUDGETS OF THIS CORPORATION AND ITS AFFILIATES, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THIS CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; B. ADOPTION OF TARGETS FOR THE ANNUAL CAPITAL BUDGETS AND CAPITAL ALLOCATIONS OF THIS CORPORATION AND ANY AFFILIATE; C. ADOPTION OF ANNUAL OPERATING, CASH FLOW AND ANNUAL CAPITAL BUDGETS FOR THE CORPORATION AND ANY AFFILIATE WITHIN THE TARGETS ESTABLISHED BY HSC IN THE EVENT OF ANY FAILURE OF THE CORPORATION TO DO SO; D. ISSUANCE AND INCURRENCE OF INDEBTEDNESS ON BEHALF OF THIS CORPORATION; E. MANAGEMENT AND CONTROL OF THE LIQUID ASSETS OF THIS CORPORATION, INCLUDING THE AUTHORITY TO CAUSE SUCH ASSETS TO BE FUNDED TO HSC OR AS OTHERWISE DIRECTED BY HSC; AND F. APPOINTMENT OF THE INDEPENDENT AUDITOR FOR THIS CORPORATION AND EACH AFFILIATE AND THE MANAGEMENT OF THE AUDIT PROCESS AND COMPLIANCE PROCESS AND PROCEDURES FOR THIS CORPORATION AND EACH AFFILIATE; AND G. APPOINTMENT OF THE PRESIDENT CONSISTENT WITH SECTIONS 4.3(A).
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CTHE 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 19COPIES 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 11GOUTSIDE CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 6,995. MANAGEMENT AND GENERAL EXPENSES 23,235. FUNDRAISING EXPENSES 14,740. TOTAL EXPENSES 44,970. CONSULTING FEES: PROGRAM SERVICE EXPENSES 136,668. MANAGEMENT AND GENERAL EXPENSES 453,949. FUNDRAISING EXPENSES 287,986. TOTAL EXPENSES 878,603.
FORM 990, PART XI, LINE 9:TRANSFER TO BRIDGEPORT HOSPITAL -3,336,624. WRITE OFF UNCOLLECTIBLE PLEDGES -87,457.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830060646659HEALTHCARE SERVICESCT501C3LINE 3GREENWICH HEALTH CARE SERVICES INCYes (1)
GREENWICH HEALTH CARE SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830222593399SYSTEM SUPPORT SERVICESCT501C3LINE 11B, IIYALE NEW HAVEN HEALTH SERVICES CORP0
THE GREENWICH HOSPITAL ENDOWMENT FUND INC
5 PERRYRIDGE ROADGREENWICHCT06830061526642SYSTEM SUPPORT SERVICESCT501C3LINE 11B, IIGREENWICH HEALTH CARE SERVICES INCYes (1)
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREETBRIDGEPORTCT06610061297708TITLE HOLDINGCT501C2BRIDGEPORT HOSPITALYes (1)
BRIDGEPORT HOSPITAL AUXILIARY INC
267 GRANT STREETBRIDGEPORTCT06610066042500SYSTEM SUPPORT SERVICESCT501C3LINE 11A, IBRIDGEPORT HOSPITALYes (1)
NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANESTRATFORDCT06614061330992HEALTHCARE SERVICESCT501C3LINE 9YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
NORTHEAST MEDICAL GROUP PLLC
99 HAWLEY LANESTRATFORDCT06614352380180HEALTHCARE SERVICESCT501C3LINE 11A, INORTHEAST MEDICAL GROUP INCYes (1)
YALE-NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06504060646652HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
YALE-NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVENEW HAVENCT06519455235566NURSING HOMECT501C3LINE 3YALE-NEW HAVEN HOSPITALYes (1)
CARITAS INSURANCE - TERMINATED 121514
40 MAIN STREETBURLINGTONVT05401030322238INSURANCEVT501C3LINE 11A, IYALE NEW HAVEN HOSPITALYes (1)
YALE NEW HAVEN HEALTH SERVICES CORP
789 HOWARD AVENEW HAVENCT06519222529464SYSTEM SUPPORT SERVICESCT501C3LINE 11A, I0N/A
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROADGREENWICHCT06830061207316SYSTEM SUPPORT SERVICESCT501C3LINE 11B, IIGREENWICH HEALTH CARE SERVICES INCYes (1)
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORP0
BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS INC
120 COLUMBINE DRIVETRUMBULLCT06611066048427SYSTEM SUPPORT SERVICESCT501C3LINE 11A, IYALE-NEW HAVEN HOSPITALYes (1)
SARAH BEARDSLEY FBO BRIDGEPORT HOSPITAL
10 S DEARBORN IL1-0117CHICAGOIL60603066021966SYSTEM SUPPORT SERVICESIL4947(A)(1)PFYes (1)N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
SHORELINE SURGERY CENTER LLC
60 TEMPLE STREETNEW HAVENCT06510900110459HEALTHCARECTN/A
SSC II LLC
111 GOOSE LANEGUILFORDCT06437261709382HEALTHCARECTN/A
ORTHOPAEDIC & NEUROSURGERY CENTER
55 HOLLY HILL LANEGREENWICHCT06830273477197HEALTHCARECTN/A
TOTAL HEALTH CONNECTICUT LLC
789 HOWARD AVENUENEW HAVENCT06519474070024HEALTHCARECTN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
YNHHS-MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MANAGEMENT SERVICESCTN/ACYes (1)
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARE SERVICESCTN/ACYes (1)
MEDICAL CENTER REALTY INC
50 YORK STREETNEW HAVENCT06511061110858RENTAL SERVICESCTN/ACYes (1)
GREENWICH HEALTH SERVICES INC - TERMINATED 6302015
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARE SERVICESCTN/ACYes (1)
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARE SERVICESCTN/ACYes (1)
YORK ENTERPRISES INC
50 YORK STREETNEW HAVENCT06511061110937TITLE HOLDINGCTN/ACYes (1)
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMINISTRATIVE SERVICESCTN/ACYes (1)
MEDICAL CENTER PHARMACY INC
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/ACYes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW YORK PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARE SERVICESNYN/ACYes (1)
LUKAN INDEMNITY COMPANY - TERMINATED 3312015
981072793INSURANCEN/ACYes (1)58 PAR-LA-VALLIS RDHAMILTONBDBD
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROADGREENWICHCT06830453833883HEALTHCARE SERVICESNJN/ACYes (1)
PRIMARYNET OF CONNECTICUT INC
789 HOWARD AVENEW HAVENCT06519061463534MANAGEMENT SERVICESCTN/ACYes (1)
CENTURY FINANCIAL SERVICES INC
23 MAIDEN LANENORTH HAVENCT06473061110797DEBT COLLECTION SERVICESCTN/ACYes (1)
CENTURY MANAGEMENT SERVICES INC
23 MAIDEN LANENORTH HAVENCT06473061303173RECEIVABLE MANAGEMENT SERVICESCTN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRIDGEPORT HOSPITAL
P$3,128,621TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
M$3,941,042TRANSACTION REVIEW

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