BRIDGEPORT HOSPITAL FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BRIDGEPORT HOSPITAL FOUNDATION INC (EIN 22-2908698)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-08-14
IRS object ID
201302269349300835
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-14T08:30:05-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN346565596EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 MOUNMENT CIRCLE SUITE 2600AddressLine1
CityINDIANANPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222908698EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BRIDGEPORT HOSPITAL FOUNDATIONINCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRIDNameControl
Phone2036886679Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NamePATRICK MCCABEName
TitleTREASURERTitle
Phone2036886679Phone
Date Signed2013-08-12DateSigned
Authorize Third Party0AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRISTOPHER B BOGGSName
PTINP00032493PTIN
Phone3172807471Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPATRICK MCCABENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1267 GRANT STAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06610ZIPCode
FieldValueIRS element (for citing)
Gross Receipts27270302GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteNONEWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionFUNDRAISING FOR BRIDGEPORT HOSPITALActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year7886587ContributionsGrantsPriorYear
Contributions Grants Current Year8399311ContributionsGrantsCurrentYear
Program Service Revenue Prior Year730078ProgramServiceRevenuePriorYear
Program Service Revenue CY686503ProgramServiceRevenueCY
Investment Income Prior Year1518691InvestmentIncomePriorYear
Investment Income Current Year1850197InvestmentIncomeCurrentYear
Other Revenue Prior Year-43967OtherRevenuePriorYear
Other Revenue Current Year-67070OtherRevenueCurrentYear
Total Revenue Prior Year10091389TotalRevenuePriorYear
Total Revenue Current Year10868941TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2527659GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY63935GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year886028SalariesEtcPriorYear
Salaries Etc Current Year886859SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year617763TotalFundrsngExpCurrentYear
Other Expense Prior Year1105111OtherExpensePriorYear
Other Expenses Current Year878174OtherExpensesCurrentYear
Total Expenses Prior Year4518798TotalExpensesPriorYear
Total Expenses Current Year1828968TotalExpensesCurrentYear
Revenues Less Expenses Prior Year5572591RevenuesLessExpensesPriorYear
Revenues Less Expenses CY9039973RevenuesLessExpensesCY
Total Assets BOY49577666TotalAssetsBOY
Total Assets EOY56529712TotalAssetsEOY
Total Liabilities BOY989404TotalLiabilitiesBOY
Total Liabilities EOY1350370TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY48588262NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY55179342NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionFUNDRAISING FOR BRIDGEPORT HOSPITALMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1001519Expense
Grants63935Grants
Revenue686503Revenue
DescriptionSCHEDULE OTHE BRIDGEPORT HOSPITAL FOUNDATION HAD A SUCCESSFUL FUNDRAISING YEAR WITH DONORS CONTRIBUTING JUST UNDER $9 MILLION. THE FOUNDATION LAUNCHED A $1.5 MILLION CAMPAIGN TO SUPPORT MAJOR RENOVATIONS TO THE CONNECTICUT BURN CENTER. THE CAMPAIGN'S KEY SUPPORTERS INCLUDED A NUMBER OF CONNECTICUT FIRE DEPARTMENTS THAT SPONSORED FUNDRAISING EVENTS THROUGHOUT THE YEAR, AS WELL AS UTILITY AND POWER COMPANIES AROUND THE STATE. PROMOTIONAL SUPPORT FOR THE BURN CENTER CAMPAIGN INCLUDED FIREHOUSE FRIDAYS, A BI-WEEKLY FIREHOUSE COOKING AND INTERVIEW SEGMENT ON WTNH/CHANNEL 8'S CT STYLE PROGRAM. THROUGH SEPTEMBER, THE BURN CENTER CAMPAIGN HAD RAISED MORE THAN $750,000. IN MAY, THE 9TH ANNUAL BRIDGEPORT HOSPITAL HOME RUN 5K WALK & ROAD RACE ATTRACTED MORE THAN 500 PARTICIPANTS IN SUPPORT OF THE JOEL E. SMILOW HEART INSTITUTE AT BRIDGEPORT HOSPITAL AND RAISED MORE THAN $25,000 AFTER EXPENSES, AN ALL-TIME HIGH FOR THE EVENT. THE NORMA F. PFRIEM BREAST CARE CENTER'S 13TH ANNUAL ROSE OF HOPE LUNCHEON, FEATURING MODERN FAMILY ACTRESS JULIE BOWEN, ATTRACTED A RECORD AUDIENCE OF MORE THAN 560 PEOPLE AND RAISED A $300,000 (ALSO A RECORD) TO SUPPORT THE CENTER'S PROGRAMS FOR WOMEN IN NEED, INCLUDING THE UNINSURED. WITH SUPPORT FROM THE JOAN JACOBY FUND AND THE TINY MIRACLES FOUNDATION, THE NEWBORN INTENSIVE CARE UNIT WAITING ROOM WAS TRANSFORMED INTO A FULL-EQUIPPED FAMILY RESOURCE ROOM, WITH A COMFORTABLE SEATING AREA, TV/DVD PLAYER, COMPUTER WITH INTERNET ACCESS, BOOKS AND OTHER RESOURCE MATERIAL, KITCHENETTE, PRIVATE BATHROOM, PATIENT LOCKERS AND A SIBLING PLAY AREA. THE FOUNDATION UPDATED ITS STRATEGIC PLAN AND WILL BEGIN RECRUITING FOR ITS NEW BOARD OF TRUSTEES IN SEPTEMBER. STAFF ROLES WERE REALIGNED TO EMPHASIZE MAJOR GIFT DEVELOPMENT AND SOLICITATION.Description
Total Program Service Expense1001519TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109677NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding0ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MICHAEL KRAHNBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2036886679TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVENUEAddressLine1
CityNEW HAVENCity
StateCTState
ZIP Code06519ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationFormerFormer
GEORGE P CARTER
VICE CHAIR/DIR.1.00XX000
JANET M HANSEN
DIRECTOR1.00X000
MEREDITH B REUBEN
CHAIR/DIR.1.00XX000
NEWMAN M MARSILIUS II
DIRECTOR1.00X000
PETER F HURST
VICE CHAIR/DIR.1.00XX000
RICHARD M FREEDMAN
DIRECTOR1.00X000
RICHARD M HOYT
VICE CHAIR /DIRECTOR1.00XX000
RONALD B NOREN
DIRECTOR1.00X000
GAYLE L CAPOZZALO
DIRECTOR1.00X01217519203569
HOWARD L TAUBIN
VICE CHAIR/DIR.1.00XX000
WILLIAM M JENNINGS
CEO/DIR.1.00XX0531185303580
DAVID BINDELGLASS
DIRECTOR1.00X000
EMILY E BLAIR
DIRECTOR1.00X000
JOHN FALCONI
DIRECTOR1.00X000
WILLIAM G HULCHER
DIRECTOR1.00X000
PATRICIA L MCDERMOTT
DIRECTOR1.00X000
DUNCAN M O'BRIEN JR
DIRECTOR1.00X000
RUSSELL FUCHS
DIRECTOR1.00X000
FRED MCKINNEY
DIRECTOR1.00X000
PETER TORTORA
DIRECTOR1.00X000
ROBERT S FOLMAN THRU 12012
DIRECTOR1.00X0288380
JEFFREY P PINO THRU 52012
DIRECTOR1.00X000
STEPHEN JAKAB
PRESIDENT1.00X023193552581
PATRICK MCCABE
TREASURER1.00X0512749172336
NORMAN G ROTH
SECRETARY1.00X0712938196451
HOPE JECKEL-REGAN 63011
FORMER OFFICER0.00075939530533X
ROBERT J TREFRY 93010
FORMER OFFICER0.00012212360X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs5215795TotalReportableCompFrmRltdOrgs
Total Other Compensation959050TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonDARCY LOWELL MDNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line126 TIMBER MILL LANEAddressLine1
CityWESTONCity
StateCTState
ZIP Code06883ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesPRGM DIRECTORDescriptionOfServices
Compensation250595Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Fundraising Events700360FundraisingEvents
Government Grants606588GovernmentGrants
All Other Contributions7092363AllOtherContributions
Total Contributions8399311TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column686503TotalRevenueColumn
Related Or Exempt Function Income686503RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue686503TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column563964TotalRevenueColumn
Exclusion$563,964ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities17456440Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities16170207Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1286233Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1286233TotalRevenueColumn
Exclusion$1,286,233ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events164084GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events700360CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses231154FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-67070TotalRevenueColumn
Exclusion-$67,070ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10868941TotalRevenueColumn
Related Or Exempt Function Income686503RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,783,127ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total63935Total
Program Services63935ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total696799Total
Program Services370139ProgramServices
Management And General82780ManagementAndGeneral
Fundraising243880Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total190060Total
Program Services100960ProgramServices
Management And General22579ManagementAndGeneral
Fundraising66521Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total294948Total
Program Services156676ProgramServices
Management And General35040ManagementAndGeneral
Fundraising103232Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5292Total
Program Services2811ProgramServices
Management And General629ManagementAndGeneral
Fundraising1852Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total39208Total
Program Services20827ProgramServices
Management And General4658ManagementAndGeneral
Fundraising13723Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total46133Total
Program Services24506ProgramServices
Management And General5481ManagementAndGeneral
Fundraising16146Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total250232Total
Program Services132923ProgramServices
Management And General29727ManagementAndGeneral
Fundraising87582Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total26143Total
Program Services13887ProgramServices
Management And General3106ManagementAndGeneral
Fundraising9150Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total43923Total
Program Services23332ProgramServices
Management And General5218ManagementAndGeneral
Fundraising15373Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8383Total
Program Services4453ProgramServices
Management And General996ManagementAndGeneral
Fundraising2934Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total10320Total
Program Services5482ProgramServices
Management And General1226ManagementAndGeneral
Fundraising3612Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total47312Total
Program Services25132ProgramServices
Management And General5621ManagementAndGeneral
Fundraising16559Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total16805Total
Program Services8927ProgramServices
Management And General1996ManagementAndGeneral
Fundraising5882Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MISCELLANEOUS EXPENSES3214017073381811249
ENTERTAINMENT2963715743352110373
DUES,FEES AND MEMBERSHI14639777617395124
SERVICE CONTRACTS13059693715514571

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1828968Total
Program Services1001519ProgramServices
Management And General209686ManagementAndGeneral
Fundraising617763Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY168791BOY
EOY412959EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY2459040EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY202778BOY
EOY2117005EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY117900BOY
EOY41200EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY5110BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis19997LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec15847LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY51462BOY
EOY4150EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY28522243BOY
EOY23918592EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY19276093BOY
EOY26265435EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1233289BOY
EOY1311331EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY49577666BOY
EOY56529712EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY263314BOY
EOY198514EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2780BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY723310BOY
EOY1151856EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY989404BOY
EOY1350370EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY25194245BOY
EOY28152021EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY9711262BOY
EOY12553591EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY13682755BOY
EOY14473730EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY48588262BOY
EOY55179342EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY49577666BOY
EOY56529712EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses9039973ReconcilationRevenueExpenses
Reconcilation Other Changes-2448893ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8144103CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7299570CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7124429CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7886587CurrentTaxYearMinus1Year
Current Tax Year8399311CurrentTaxYear
Total38854000Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8144103CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7299570CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7124429CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7886587CurrentTaxYearMinus1Year
Current Tax Year8399311CurrentTaxYear
Total38854000Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total14757382AmountsSubstContributorsTotal
Public Support Total17024096618PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1311175CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years841796CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years618842CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1441126CurrentTaxYearMinus1Year
Current Tax Year563964CurrentTaxYear
Total4776903Total
FieldValueIRS element (for citing)
Total Support43630903TotalSupport
Gross Receipts From Admissions Etc686503GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.55230PublicSupportPertcentage170
Public Support Pertcent Prior Year0.61890PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$46,133DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB46133TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPART IV, SUPPLEMENTAL INFORMATION:Identifier
ExplanationSCHEDULE C, PART IV, ADDITIONAL INFORMATION LOBBYING EXPENDITURES INCURRED IN SUPPORT OF BRIDGEPORT HOSPITAL ON VARIOUS HEALTHCARE ISSUES.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance13858000BeginningOfYearBalance
Contributions874000Contributions
Investment Earnings Or Losses418000InvestmentEarningsOrLosses
Other Expenditures-52000OtherExpenditures
End Of Year Balance15098000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance12034000BeginningOfYearBalance
Contributions1805000Contributions
Investment Earnings Or Losses59000InvestmentEarningsOrLosses
Other Expenditures-40000OtherExpenditures
End Of Year Balance13858000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance6809000BeginningOfYearBalance
Contributions5146000Contributions
Investment Earnings Or Losses183000InvestmentEarningsOrLosses
Other Expenditures-104000OtherExpenditures
End Of Year Balance12034000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5545000BeginningOfYearBalance
Contributions1551000Contributions
Investment Earnings Or Losses22000InvestmentEarningsOrLosses
Other Expenditures-309000OtherExpenditures
End Of Year Balance6809000EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis19997OtherCostOrOtherBasis
Depreciation15847Depreciation
Book Value4150BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4150TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionOTHER SECURITITESDescription
Book Value26265435BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities26265435TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (7 entries)

DescriptionDescriptionAmountAmount
DUE TO BRIDGEPORT HOSPITAL$768,792
P.V. OF FUTURE ANNUITY-IRELAND$18,768
P.V. OF FUTURE ANNUITY-YURKAITIS$155,544
P.V. OF FUTURE ANNUITY-MACDONALD$179,029
P.V. OF FUTURE ANNUITY-BODINE$12,168
P.V. OF FUTURE ANNUITY-JAMSHIDI$9,097
P.V. OF MINORITY INT- SPINELLI$8,458
FieldValueIRS element (for citing)
Total Of Amounts1151856TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationPART 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.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1KAULBACHNameOfEvent1
Gross Receipts Event1182595GrossReceiptsEvent1
Charitable Contributions Event1128566CharitableContributionsEvent1
Gross Revenue Event154029GrossRevenueEvent1
Other Direct Expenses Event159282OtherDirectExpensesEvent1
Name Of Event2ROSE OF HOPE LUNCHNameOfEvent2
Gross Receipts Event2376022GrossReceiptsEvent2
Charitable Contributions Event2336762CharitableContributionsEvent2
Gross Revenue Event239260GrossRevenueEvent2
Other Direct Expenses Event2101046OtherDirectExpensesEvent2
Total Number Of Other Events12TotalNumberOfOtherEvents
Gross Receipts Other Events305827GrossReceiptsOtherEvents
Charitable Contrib Other Events235032CharitableContribOtherEvents
Gross Revenue Other Events70795GrossRevenueOtherEvents
Other Direct Expenses Other Events70826OtherDirectExpensesOtherEvents
Gross Receipts Total864444GrossReceiptsTotal
Charitable Contributions Total700360CharitableContributionsTotal
Gross Revenue Total Events164084GrossRevenueTotalEvents
Other Direct Expenses Total Events231154OtherDirectExpensesTotalEvents
Direct Expense Summary Events231154DirectExpenseSummaryEvents
Net Income Summary-67070NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained
No Grant More Than5000XNoGrantMoreThan5000

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantNURSING SCHOLARSHIPTypeOfGrant
Number Of Recipients55NumberOfRecipients
Amount Of Cash Grant63935AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPART I, LINE 2Identifier
Return ReferencePRECEDURES FOR MONITORING THE USE OF GRANT FUNDS:ReturnReference
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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GAYLE L CAPOZZALO
06118280225236038045501406000629690142108800
WILLIAM M JENNINGS
0493532000376530216103087477083476500
STEPHEN JAKAB
0194257027340010338017845034736028451600
PATRICK MCCABE
034629001138480526110144981027355068508500
NORMAN G ROTH
048171101584770727500173267023184090938900
HOPE JECKEL-REGAN 63011
0197003071115049127702600804525078992800
ROBERT J TREFRY 93010
00024465609765800000012212360172500

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 4BReturnReference
ExplanationSEVERENCE NONQUALIFIED EQUITY-BASED PATRICK MCCABE $0 $71,664 $0 WILLIAM M. JENNINGS $0 $107,120 $0 NORMAN ROTH $0 $94,416 $0 THE INDIVIDUALS LISTED ABOVE ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS THE RELATED ENTITY'S AMOUNTS CONSISTENT WITH THE COMPENSATION REPORTING PER IRS INSTRUCTIONS. INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNTS RESPECTIVELY REPORTED DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2011 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2011 CALENDAR YEAR FORM W-2S. ROBERT TREFRY $ 24,695 GAYLE CAPAZZALO $ 294,699 HOPE JUCKEL-REGAN $ 478,872 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).Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VIPART I, LINE 4 & PART VI, LINE IB 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 QUESTIONAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. BASED ON RESPONSES TO THE QUESTIONAIRES RECEIVED BY THE ORGANIZATION AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES, THE ORGANIZATION WAS ABLE TO CONFIRM THAT 12 VOTING MEMBERS ARE INDEPENDENT. THE ORGANIZATION HAS NO REASON TO BELIEVE THAT THE REMAINING VOTING MEMBER IS NOT INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 2BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES: TRUSTEES GEORGE P. CARTER, JANET M. HANSEN, AND RICHARD M. HOYT ARE BOARD MEMBERS OF THE SAME BUSINESS ENTITY.
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. IS BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES, INC.
FORM 990, PART VI, SECTION A, LINE 7ABHHS 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 PRIVISION OF THE BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7BBHHS SHALL HAVE THE FOLLOWING RIGHTS, POWERS AND PRIVILEGES: A) TO APPROVE LONG RANGE 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 FUND RAISING 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 19FORM 990, PART VI, SECTION C, LINE 19: 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 VII - RELATED ORGANIZATIONSSCHEDULE J - FOR INDIVIDUALS WHO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS. OFFICERS WORK AN AVERAGE OF 40 HOURS SPREAD OVER THE FILING ENTITY AND THE ENTITIES LISTED IN SCHEDULE R.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 1,962,277. TRANSFERS -2,087,565. ASSETS RELEASED FROM RESTRICTION -2,323,605. TOTAL TO FORM 990, PART XI, LINE 5: -2,448,893.CHANGES IN NET ASSETS OR FUND BALANCES:
DISCLOSURE STATEMENT RELATED TO FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN COPORATIONS, FILED ON BEHALF OF THE TAXPAYER: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER IS REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: YALE-NEW HAVEN HOSPITAL ADDRESS: 20 YORK STREET NEW HAVEN, CT 06504 IDENTIFYING NUMBER OF U.S. TAX RETURN WITH WHICH THE FORMS 5471 WERE OR WILL BE FILED: 06-0646652 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: OGDEN, UT 84201-0027

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830060646659HEALTHCARECT501C3LINE 3GREENWICH HEALTH CARE SERVICES INC1
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 INC1
BRIDGEPORT HOSPITAL & HEALTHCARE SERVICES
267 GRANT STREETBRIDGEPORTCT06610061066729SYSTEM SUPPORTCT501C3LINE 11A, IYALE NEW HAVEN HEALTH SERVICES CORP0
SCHS PROPERTIES INC
267 GRANT STREETBRIDGEPORTCT06610061297708TITLE HOLDINGCT501C2BRIDGEPORT HOSP & HEALTHCARE SERVICES1
BRIDGEPORT HOSPITAL AUXILIARY INC
267 GRANT STREETBRIDGEPORTCT06610066042500SYSTEM SUPPORTCT501C3LINE 11A, IBRIDGEPORT HOSP & HEALTHCARE SERVICES1
NORMA F PFREIM BREAST CANCER INC
111 BEACH ROADFAIRFIELDCT06430060567752HEALTHCARECT501C3LINE 11A, IBRIDGEPORT HOSPITAL1
NORTHEAST MEDICAL GROUP INC
226 MILL HILL AVENUEBRIDGEPORTCT06610061330992HEALTHCARECT501C3LINE 9YALE NEW HAVEN HEALTH SERVICES CORP1
NORTHEAST MEDICAL GROUP PLLC
226 MILL HILL AVENUEBRIDGEPORTCT06610352380180HEALTHCARECT501C3LINE 11A, INORTHEAST MEDICAL GROUP INC1
YNH NETWORK CORP
789 HOWARD AVENEW HAVENCT06519061513687SYSTEM SUPPORTCT501C3LINE 11A, IYALE NEW HAVEN HEALTH SERVICES CORP0
YALE-NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06504060646652HEALTHCARECT501C3LINE 3YNH NETWORK CORP1
YALE-NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVENEW HAVENCT06519455235566NURSING HOMECT501C3LINE 3YNH NETWORK CORP1
CARITAS INSURANCE
30 MAIN STREETBURLINGTONVT05401030322238INSURANCEVT501C3LINE 11A, IYALE NEW HAVEN HOSPITAL1
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 INC1
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554HEALTHCARECT501C3LINE 3BRIDGEPORT HOSP & HEALTHCARE SERVICES1

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
SHORELINE SURGERY CENTER LLC
60 TEMPLE STREETNEW HAVENCT06510900110459HEALTHCARECTN/A
SSC II LLC
111 GOOSE LANEGUILFORDCT06437261709382HEALTHCARECTN/A
ORTHOPAEDIC & NEUROSURGERY CENTER
55 HOLLY HILL LANEGREENWICHCT06830273477197HEALTHCARECTN/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (17 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
YNHHS-MSO INC
789 HOWARD AVENEW HAVENCT06519061467717MANAGEMENT SERVICESCTN/AC
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARECTN/AC
QUINNIPIAC MEDICAL PC
789 HOWARD AVENEW HAVENCT06519061405531HEALTHCARECTN/AC
MEDICAL CENTER REALTY
50 YORK STREETNEW HAVENCT06511061110858RENTALCTN/AC
YNH GERIATRIC SERVICES PC
789 HOWARD AVENEW HAVENCT06519061561581HEALTHCARECTN/AC
YNH MEDICAL SERVICES PC
789 HOWARD AVENEW HAVENCT06519061561583HEALTHCARECTN/AC
CHC PHYSICIANS PC
789 HOWARD AVENEW HAVENCT06519061436530HEALTHCARECTN/AC
GREENWICH HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061233643HEALTHCARECTN/AC
GREENWICH PEDIATRIC SERVICES PC
5 PERRYRIDGE ROADGREENWICHCT06830743054409HEALTHCARECTN/AC
GREENWICH INTEGRATIVE MEDICINE
5 PERRYRIDGE ROADGREENWICHCT06830260236411HEALTHCARECTN/AC
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARECTN/AC
YORK ENTERPRISES INC
50 YORK STREETNEW HAVENCT06511061110937TITLE HOLDINGCTN/AC
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMININISTRATIVE SERVICESCTN/AC
MEDICAL CENTER PHARMACY
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/AC
GREENWICH OCCUPATIONAL HEALTH SERVICES INC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARENYN/AC
LUKAN INDEMNITY COMPANY
INSURANCEN/AC58 PAR-LA-VALLIS RDHAMILTONBERMUDABDBD
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROADGREENWICHCT06830453833883HEALTHCARENJN/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BRIDGEPORT HOSPITAL
O1107318TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
L363282TRANSACTION REVIEW
NORMA F PFRIEM BREAST CARE CENTER INC
R7050402TRANSACTION REVIEW

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