BRIDGEPORT HOSPITAL FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BRIDGEPORT HOSPITAL FOUNDATION INC (EIN 22-2908698)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-08-14
IRS object ID
201522269349303097
Schema version
2013v4.0
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)
Return2015-08-14T13:37:16-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222908698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGEPORT HOSPITAL FOUNDATIONINCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBRIDBusinessNameControlTxt
Phone2036886679PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1267 GRANT STREETAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06610ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN JAKABPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone2036886679PhoneNum
Signature2015-08-11SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B BOGGSPreparerPersonNm
PTINP00032493PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN JAKABPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1267 GRANT STAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06610ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$18,470,555GrossReceiptsAmt
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 HOSPITALActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,421,332PYContributionsGrantsAmt
CY Contributions Grants$7,773,362CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$912,596PYInvestmentIncomeAmt
CY Investment Income$761,586CYInvestmentIncomeAmt
PY Other Revenue-$17,580PYOtherRevenueAmt
CY Other Revenue-$50,262CYOtherRevenueAmt
PY Total Revenue$8,316,348PYTotalRevenueAmt
CY Total Revenue$8,484,686CYTotalRevenueAmt
PY Grants And Similar Paid$66,336PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,518CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,001,462PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$975,480CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$605,915CYTotalFundraisingExpenseAmt
PY Other Expenses$873,549PYOtherExpensesAmt
CY Other Expenses$860,622CYOtherExpensesAmt
PY Total Expenses$1,941,347PYTotalExpensesAmt
CY Total Expenses$1,916,620CYTotalExpensesAmt
PY Revenues Less Expenses$6,375,001PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,568,066CYRevenuesLessExpensesAmt
Total Assets BOY$61,033,162TotalAssetsBOYAmt
Total Assets EOY$67,842,601TotalAssetsEOYAmt
Total Liabilities BOY$1,019,601TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,030,886TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,013,561NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$65,811,715NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFUNDRAISING FOR BRIDGEPORT HOSPITALMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$374,292ExpenseAmt
Grant$80,518GrantAmt
Revenue$0RevenueAmt
DescSCHEDULE OWITH DONORS CONTRIBUTING $8.28 MILLION, THE BRIDGEPORT HOSPITAL FOUNDATION HAD THE SECOND MOST SUCCESSFUL YEAR IN ITS 26-YEAR HISTORY. THREE NEW TRUSTEES WERE ADDED TO THE FOUNDATION'S GOVERNING BOARD OF TRUSTEES TO BRING ADDITIONAL VISIBILITY AND EMPHASIS TO PHILANTHROPY. IN MAY, THE 11TH ANNUAL BRIDGEPORT HOSPITAL HOME RUN 5K WALK & ROAD RACE ATTRACTED MORE THAN 700 PARTICIPANTS AND A RECORD $25,000 IN PROCEEDS TO SUPPORT THE JOEL E. SMILOW HEART INSTITUTE. THE NORMA F. PFRIEM BREAST CARE CENTER'S 15TH ANNUAL ROSE OF HOPE LUNCHEON ATTRACTED MORE THAN 500 PEOPLE AND RAISED A RECORD $396,000 TO SUPPORT THE CENTER'S PROGRAMS FOR WOMEN IN NEED. SIGNIFICANT MAJOR GIFTS WERE RECEIVED FOR THE EXPANSION OF THE HOSPITAL'S OUTPATIENT CAMPUS AT PARK AVENUE IN TRUMBULL, INCLUDING A $400,000 CONTRIBUTION TO SUPPORT A GENETIC COUNSELING PROGRAM FOR INDIVIDUALS AND FAMILIES AT RISK OF HEREDITARY CANCERS.Desc
Total Program Service Expenses$374,292TotalProgramServiceExpensesAmt
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 Footnote0IncludeFIN48FootnoteInd
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 Document49IRPDocumentCnt
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
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 TANDLERBusinessNameLine1
FieldValueIRS element (for citing)
Phone2036889642PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVENUEAddressLine1
CityNEW HAVENCity
StateCTState
ZIP Code06519ZIPCode

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/DIR.1.000.00Yes (X)Yes (X)$0$0$0
MITCHELL DRIESMAN
VICE CHAIR/DIR.1.000.00Yes (X)Yes (X)$0$0$0
WILLIAM JENNINGS
CEO/DIR.1.0039.00Yes (X)Yes (X)$0$986,149$306,936
ROBERT STANTON
TREASURER/DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
CARLA KLEIN
SECRETARY/DIR.1.000.00Yes (X)Yes (X)$0$0$0
RAYMOND CONDON
DIRECTOR1.001.00Yes (X)$0$0$0
STEPHEN JAKAB
PRESIDENT/DIR.1.0039.00Yes (X)Yes (X)$0$312,333$58,444
NEWMAN MARSILIUS IIIEFF714
DIRECTOR1.003.00Yes (X)$0$0$0
EMIL MESHBERG EFF 314
DIRECTOR1.000.00Yes (X)$0$0$0
LESLEY O'CONNELLEFF 614
DIRECTOR1.000.00Yes (X)$0$0$0
PATRICK SHAW
DIRECTOR1.000.00Yes (X)$0$0$0
MEREDITH REUBEN THRU 1014
CHAIR/DIR.1.000.00Yes (X)Yes (X)$0$0$0
ROBERT TREFRY THRU 910
FORMER OFFICER0.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,298,482TotReportableCompRltdOrgAmt
Total Other Compensation$365,380TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonDARCY LOWELL MDPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 TIMBER MILL LANEAddressLine1
CityWESTONCity
StateCTState
ZIP Code06883ZIPCode
FieldValueIRS element (for citing)
ServicesPRGM DIRECTORServicesDesc
Compensation$104,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$787,914FundraisingAmt
Related Organizations$209,683RelatedOrganizationsAmt
Government Grants$1,511,185GovernmentGrantsAmt
All Other Contributions$5,264,580AllOtherContributionsAmt
Noncash Contributions$105,663NoncashContributionsAmt
Total Contributions$7,773,362TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$494,078TotalRevenueColumnAmt
Exclusion$494,078ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,980,358SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,712,850SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$267,508SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,508TotalRevenueColumnAmt
Exclusion$267,508ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$222,757FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$787,914ContriRptFundraisingEventAmt
Fundraising Direct Expenses$273,019FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$50,262TotalRevenueColumnAmt
Exclusion-$50,262ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,484,686TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$711,324ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$80,518TotalAmt
Program Services$80,518ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$765,893TotalAmt
Program Services$122,543ProgramServicesAmt
Management And General$390,605ManagementAndGeneralAmt
Fundraising$252,745FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$209,587TotalAmt
Program Services$33,534ProgramServicesAmt
Management And General$106,889ManagementAndGeneralAmt
Fundraising$69,164FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$294,951TotalAmt
Program Services$47,192ProgramServicesAmt
Management And General$150,425ManagementAndGeneralAmt
Fundraising$97,334FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,835TotalAmt
Program Services$934ProgramServicesAmt
Management And General$2,976ManagementAndGeneralAmt
Fundraising$1,925FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,618TotalAmt
Program Services$3,459ProgramServicesAmt
Management And General$11,025ManagementAndGeneralAmt
Fundraising$7,134FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$322,022TotalAmt
Program Services$51,523ProgramServicesAmt
Management And General$164,232ManagementAndGeneralAmt
Fundraising$106,267FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,581TotalAmt
Program Services$8,893ProgramServicesAmt
Management And General$28,346ManagementAndGeneralAmt
Fundraising$18,342FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$50,988TotalAmt
Program Services$8,156ProgramServicesAmt
Management And General$26,005ManagementAndGeneralAmt
Fundraising$16,827FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,990TotalAmt
Program Services$1,278ProgramServicesAmt
Management And General$4,075ManagementAndGeneralAmt
Fundraising$2,637FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,124TotalAmt
Program Services$2,260ProgramServicesAmt
Management And General$7,203ManagementAndGeneralAmt
Fundraising$4,661FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,922TotalAmt
Program Services$308ProgramServicesAmt
Management And General$980ManagementAndGeneralAmt
Fundraising$634FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,863TotalAmt
Program Services$2,698ProgramServicesAmt
Management And General$8,600ManagementAndGeneralAmt
Fundraising$5,565FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ENTERTAINMENT$39,374$6,300$20,081$12,993
MISCELLANEOUS EXPENSES$16,252$2,600$8,289$5,363
DUES,FEES AND MEMBERSHI$13,102$2,096$6,682$4,324

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,916,620TotalAmt
Program Services$374,292ProgramServicesAmt
Management And General$936,413ManagementAndGeneralAmt
Fundraising$605,915FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$379,730BOYAmt
EOY$913,458EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,712,273BOYAmt
EOY$2,739,217EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$780,345BOYAmt
EOY$1,158,491EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$59,400BOYAmt
EOY$171,472EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,923BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,900,007BOYAmt
EOY$29,690,610EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$28,069,484BOYAmt
EOY$33,039,353EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,033,162BOYAmt
EOY$67,842,601EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$102,822BOYAmt
EOY$70,211EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$916,779BOYAmt
EOY$1,960,675EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,019,601BOYAmt
EOY$2,030,886EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,421,347BOYAmt
EOY$34,453,979EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,212,050BOYAmt
EOY$15,023,082EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,380,164BOYAmt
EOY$16,334,654EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,013,561BOYAmt
EOY$65,811,715EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,033,162BOYAmt
EOY$67,842,601EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,568,066ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,078,978NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,848,890OtherChangesInNetAssetsAmt
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$7,124,429CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,886,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,399,311CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,421,332CurrentTaxYearMinus1YearAmt
Current Tax Year$7,773,362CurrentTaxYearAmt
Total$38,605,021TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,124,429CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,886,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,399,311CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,421,332CurrentTaxYearMinus1YearAmt
Current Tax Year$7,773,362CurrentTaxYearAmt
Total$38,605,021TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,200,778SubstantialContributorsTotAmt
Public Support Total170$27,404,243PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$618,842CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,441,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$563,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$507,534CurrentTaxYearMinus1YearAmt
Current Tax Year$494,078CurrentTaxYearAmt
Total$3,625,544TotalAmt
FieldValueIRS element (for citing)
Total Support$42,230,565TotalSupportAmt
Gross Receipts Rltd Activities$3,510,188GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64890PublicSupportCY170Pct
Public Support PY1700.64940PublicSupportPY170Pct
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,809,000BeginningYearBalanceAmt
Contributions$5,146,000ContributionsAmt
Investment Earnings Or Losses$183,000InvestmentEarningsOrLossesAmt
Other Expenditures-$104,000OtherExpendituresAmt
End Year Balance$12,034,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.85000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescOTHER SECURITIESDesc
Book Value$33,039,353BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$33,039,353TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
DUE TO BRIDGEPORT HOSPITAL$1,583,227
P.V. OF FUTURE ANNUITY-IRELAND$14,836
P.V. OF FUTURE ANNUITY-YURKSAITIS$158,558
P.V. OF FUTURE ANNUITY-MACDONALD$185,815
P.V. OF FUTURE ANNUITY-BODINE$10,895
P.V. OF MINORITY INT- SPINELLI$7,344
FieldValueIRS element (for citing)
Total Liability$1,960,675TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1KAULBACHNameOfEvent1Amt
Gross Receipts Event1$202,309GrossReceiptsEvent1Amt
Charitable Contri Event1$140,970CharitableContriEvent1Amt
Gross Revenue Event1$61,339GrossRevenueEvent1Amt
Other Direct Expenses Event1$56,518OtherDirectExpensesEvent1Amt
Name Of Event2ROSE OF HOPE LUNCHNameOfEvent2Amt
Gross Receipts Event2$518,889GrossReceiptsEvent2Amt
Charitable Contri Event2$450,520CharitableContriEvent2Amt
Gross Revenue Event2$68,369GrossRevenueEvent2Amt
Other Direct Expenses Event2$122,433OtherDirectExpensesEvent2Amt
Other Events Total8OtherEventsTotalCnt
Gross Receipts Other Events$289,473GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$196,424CharitableContriOtherEventsAmt
Gross Revenue Other Events$93,049GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$94,068OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,010,671GrossReceiptsTotalAmt
Charitable Contributions Tot$787,914CharitableContributionsTotAmt
Gross Revenue Total Events$222,757GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$273,019OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$273,019DirectExpenseSummaryEventsAmt
Net Income Summary-$50,262NetIncomeSummaryAmt

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
Recipient89RecipientCnt
Cash Grant$80,518CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE 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
CEO/DIR.$0$677,406$0$234,533$0$74,210$0$256,858$0$50,078$0$1,293,085$0$0
STEPHEN JAKAB
PRESIDENT/DIR.$0$224,086$0$70,837$0$17,410$0$19,956$0$38,488$0$370,777$0$0
ROBERT TREFRY THRU 910
FORMER OFFICER$0$0$0$0$0$0$0$0$0$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationSEVERANCE NONQUALIFIED EQUITY-BASED WILLIAM M. JENNINGS $0 $139,208 $0 THE INDIVIDUAL LISTED ABOVE 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. ONE FORMER OFFICER, ROBERT TREFRY RECEIVED PAYMENT FROM THE NONQUALIFIED PLAN. THE AMOUNT IS NOT INCLUDED IN COLUMN B OR C. 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).ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$82,386NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGE QUOTESMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescGIFTS/BAGS/FODesc
Contribution4ContributionCnt
Noncash Contributions Rpt F990$23,277NoncashContributionsRptF990Amt
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 (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VIPART I, LINE 4 & PART VI, LINE IB 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, ANNUAL CONFLICTS OF INTEREST DISCLOSURES AND OTHER INFORMATION KNOWN TO THE ORGANIZATION, THE ORGANIZATION WAS ABLE TO CONFIRM THAT 7 VOTING MEMBERS ARE INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 4PRIOR TO 5/17/2014, THE SOLE SHAREHOLDER OF THE ORGANIZATION WAS BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES, WHICH MERGED ALL ITS ACTIVITIES WITH THE ORGANIZATION ON 5/17/14. THE GOVERNING DOCUMENT WERE AMENDED TO REFLECT THE PARENT CORPORATION, BRIDGEPORT HOSPITAL SERVICES AS THE NEW SOLE SHAREHOLDER.
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS: THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. WAS BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES, INC.(BHHS). BHHS WAS THE SOLE MEMBER OF THE ORGANIZATION UNTIL BHHS MERGED WITH AND INTO BRIDGEPORT HOSPITAL EFFECTIVE MAY 16, 2014. AT THAT POINT BRIDGEPORT HOSPITAL BECAME THE ORGANIZATION'S SOLE MEMBER BY OPERATION OF LAW.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S SOLE MEMBER HAS THE RIGHT TO ELECT (I) THE BOARD OF DIRECTORS OF THE FOUNDATION IN ACCORDANCE WITH THE BYLAWS, AND (II) ANY OFFICER OF THE FOUNDATION IN ACCORDANCE WITH THE BYLAWS. BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES, INC. (BHHS) WAS THE SOLE MEMBER OF THE ORGANIZATION UNTIL BHHS MERGED WITH AND INTO BRIDGEPORT HOSPITAL EFFECTIVE MAY 16, 2014. AT THAT POINT BRIDGEPORT HOSPITAL BECAME THE ORGANIZATION'S SOLE MEMBER BY OPERATION OF LAW.
FORM 990, PART VI, SECTION A, LINE 7BTHE ORGANIZATION'S SOLE MEMBER SHALL HAVE THE FOLLOWING RIGHTS, POWERS AND PRIVILEGES: A) TO APPROVE LONG-TERM DEVELOPMENT PLANS, ANNUAL OPERATING AND CAPITAL BUDGETS, AND PLANS THAT MATERIALLY AFFECT THE GROWTH, OPERATIONS AND DEVELOPMENT OF THE FOUNDATION. B) TO APPROVE THE FOUNDATION'S BUSINESS PLAN, ITS ANNUAL BUDGET FOR FUNDRAISING PROGRAMS AND THE CONDUCT OF ALL SPECIAL GIVING PROGRAMS. C) TO VOTE ON ALL MATTERS ON WHICH MEMBERS ARE ENTITLED TO VOTE UNDER THE CONNECTICUT REVISED NONSTOCK CORPORATIONS ACT, AS AMENDED.
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 ADMINISTRATIVE DIRECTOR OF FINANCE. SUBSEQUENTLY IT IS SENT TO ERNST & YOUNG US 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 ERNST & YOUNG US LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MADE AVAILABLE A COMPLETE COPY OF THE RETURN TO THE BOARD OF DIRECTORS 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 19ANY AVAILABLE COPIES OF FORM 990, FORM 1023 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 40,568. MANAGEMENT AND GENERAL EXPENSES 129,312. FUNDRAISING EXPENSES 83,672. TOTAL EXPENSES 253,552. CONSULTING FEES: PROGRAM SERVICE EXPENSES 10,955. MANAGEMENT AND GENERAL EXPENSES 34,920. FUNDRAISING EXPENSES 22,595. TOTAL EXPENSES 68,470.
FORM 990, PART XI, LINE 9:TRANSFER TO BRIDGEPORT HOSPITAL -1,531,612. OTHER CHANGES IN UNRESTRICTED NET ASSETS 1,637,358. NET ASSETS RELEASED FROM RESTRICTED FOR CAPITAL -2,445,881. FUND RELEASED TO COVER EXPENSES INCURRED BY BRIDGEPORT HOSPITAL -2,858,632. NET ASSETS RELEASED FOR PROGRAM INCOME 349,877.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830060646659HEALTHCARECT501C3LINE 3GREENWICH HEALTH CARE SERVICES INCYes (1)
GREENWICH HEALTH CARE SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830222593399SYSTEM SUPPORTCT501C3LINE 11B, IIYALE NEW HAVEN HEALTH SERVICES CORP0
THE GREENWICH HOSPITAL ENDOWMENT FUND INC
5 PERRYRIDGE ROADGREENWICHCT06830061526642SYSTEM SUPPORTCT501C3LINE 11B, IIGREENWICH HEALTH CARE SERVICES INCYes (1)
BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES - MERGED 52014
267 GRANT STREETBRIDGEPORTCT06610061066729SYSTEM SUPPORTCT501C3LINE 11A, IYALE NEW HAVEN HEALTH SERVICES CORP0
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREETBRIDGEPORTCT06610061297708TITLE HOLDINGCT501C2SEE SCHEDULE R PART VIIYes (1)
BRIDGEPORT HOSPITAL AUXILIARY INC
267 GRANT STREETBRIDGEPORTCT06610066042500SYSTEM SUPPORTCT501C3LINE 11A, ISEE SCHEDULE R PART VIIYes (1)
NORMA F PFREIM BREAST CANCER INC - MERGED 22014
111 BEACH ROADFAIRFIELDCT06430060567752HEALTHCARECT501C3LINE 11A, IBRIDGEPORT HOSPITALYes (1)
NORTHEAST MEDICAL GROUP INC
226 MILL HILL AVENUEBRIDGEPORTCT06610061330992HEALTHCARECT501C3LINE 9YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
NORTHEAST MEDICAL GROUP PLLC
226 MILL HILL AVENUEBRIDGEPORTCT06610352380180HEALTHCARECT501C3LINE 11A, INORTHEAST MEDICAL GROUP INCYes (1)
YNH NETWORK CORP - MERGED 52014
789 HOWARD AVENEW HAVENCT06519061513687SYSTEM SUPPORTCT501C3LINE 11A, IYALE NEW HAVEN HEALTH SERVICES CORP0
YALE-NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06504060646652HEALTHCARECT501C3LINE 3SEE SCHEDULE R PART VIIYes (1)
YALE-NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVENEW HAVENCT06519455235566NURSING HOMECT501C3LINE 3SEE SCHEDULE R PART VIIYes (1)
CARITAS INSURANCE
30 MAIN STREETBURLINGTONVT05401030322238INSURANCEVT501C3LINE 11A, IYALE NEW HAVEN HOSPITALYes (1)
YALE NEW HAVEN HEALTH SERVICES CORP
789 HOWARD AVENEW HAVENCT06519222529464SYSTEM SUPPORTCT501C3LINE 11A, I0N/A
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROADGREENWICHCT06830061207316SYSTEM SUPPORTCT501C3LINE 11B, IIGREENWICH HEALTH CARE SERVICES INCYes (1)
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554HEALTHCARECT501C3LINE 3SEE SCHEDULE R PART VIIYes (1)
BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS INC
120 COLUMBINE DRIVETRUMBULLCT06611066048427SYSTEM SUPPORTCT501C3LINE 11A, IYALE-NEW HAVEN HOSPITALYes (1)
SARAH BEARDSLEY FBO BRIDGEPORT HOSPITAL
10 S DEARBORN IL1-0117CHICAGOIL60603066021966SYSTEM SUPPORTIL4947(A)(1)PFYes (1)N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
YNHHS-MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MANAGEMENT SERVICESCTN/ACYes (1)
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARECTN/ACYes (1)
MEDICAL CENTER REALTY
50 YORK STREETNEW HAVENCT06511061110858RENTALCTN/ACYes (1)
GREENWICH HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARECTN/ACYes (1)
GREENWICH PEDIATRIC SERVICES PC - DISSOLVED 92014
5 PERRYRIDGE ROADGREENWICHCT06830743054409HEALTHCARECTN/ACYes (1)
GREENWICH INTEGRATIVE MEDICINE - DISSOLVED 92014
5 PERRYRIDGE ROADGREENWICHCT06830260236411HEALTHCARECTN/ACYes (1)
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARECTN/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
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/ACYes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARENYN/ACYes (1)
LUKAN INDEMNITY COMPANY
060646652INSURANCEN/ACYes (1)58 PAR-LA-VALLIS RDHAMILTONBERMUDABDBD
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROADGREENWICHCT06830453833883HEALTHCARENJN/ACYes (1)
PRIMARYNET OF CONNECTICUT INC
789 HOWARD AVENEW HAVENCT06519061463534MANAGEMENT SERVICESCTN/ACYes (1)
CENTURY FINANCIAL SERVICES INC
23 MAIDEN LANENORTH HAVENCT06473061110797DEBT COLLECTIONCTN/ACYes (1)
CENTURY MANAGEMENT SERVICES INC
23 MAIDEN LANENORTH HAVENCT06473061303173RECEIVABLE MANAGEMENTCTN/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$2,808,797TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
M$1,966,505TRANSACTION REVIEW

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II (F), DIRECT CONTROLLING ENTITY OF TAX-EXEMPT ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationBRIDGEPORT HOSPITAL - BRIDGEPORT HOSP & HEALTHCARE SERVICES 10/1/13-5/16/14 YALE NEW HAVEN HEALTH SERVICES CORPORATION 5/17/14 - 9/30/14 BRIDGEPORT HOSPITAL AUXILIARY INC - BRIDGEPORT HOSP & HEALTHCARE SERVICES 10/1/13-5/16/14 BRIDGEPORT HOSPITAL 5/17/14 - 9/30/14 SOUTHERN CT HEALTH SYSTEM PROPERTIES INC - BRIDGEPORT HOSP & HEALTHCARE SERVICES 10/1/13-5/16/14 BRIDGEPORT HOSPITAL 5/17/14 - 9/30/14 YALE-NEW HAVEN CARE CONTINUUM CORP - YNH NETWORK CORP 10/1/13-5/16/14 YALE-NEW HAVEN HOSPITAL 5/17/14 - 9/30/14 YALE-NEW HAVEN HOSPITAL - YNH NETWORK CORP 10/1/13-5/16/14 YALE NEW HAVEN HEALTH SERVICES CORPORATION 5/17/14 - 9/30/14ExplanationTxt

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