2026-03-04T10:41:29-06:00 2025-09-30 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 021102602 990 2024-10-01 046004286 VINCENT MEMORIAL HOSPITAL FOUNDATION INC C/O WILLIAM R BAKER JR VINC 6177261763 55 FRUIT STREET FND 514 BOSTON MA 02114 DEREK TAFF TREASURER 6177261763 2026-03-02 1 0 STEPHEN D CANDELARIO P00739148 6174472700 2026-03-02 2024 2025-03-06 01:10:19Z DEREK TAFF 55 FRUIT STREET AUS 514 BOSTON MA 02114 10394966 0 X N/A X 1890 MA TO SUPPORT PROGRAMS FOR THE CARE AND TREATMENT OF THE DISEASES OF WOMEN AT MASS. GENERAL HOSPITAL. 21 21 0 0 0 0 125057 122720 0 0 13206102 1270661 0 0 13331159 1393381 1350000 1300000 0 0 0 0 0 0 0 330223 289750 1680223 1589750 11650936 -196369 36805274 39691750 0 0 36805274 39691750 THE PRIMARY MISSION OF VINCENT MEMORIAL HOSPITAL FOUNDATION INC IS TO SUPPORT PROGRAMS FOR THE CARE AND TREATMENT OF THE DISEASES OF WOMEN AT MASSACHUSETTS GENERAL HOSPITAL. 0 0 1323054 1300000 1) ONGOING SUPPORT OF THE VINCENT CENTER FOR REPRODUCTIVE BIOLOGY.2) ONGOING SUPPORT OF FELLOWSHIP (SUBSPECIALTY) TRAINING PROGRAMS. 1323054 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X WILLIAM BAKER JR 6177261763 55 FRUIT STREET AUS 514 BOSTON MA 02114 X CATHERINE AUSTIN VICE-CHAIR 2.00 X X 0 0 0 HOPE L BAKER CLERK 2.00 X X 0 0 0 BRANT C BINDER TRUSTEE 2.00 X 0 0 0 WILLIAM R EBSWORTH TRUSTEE 2.00 X 0 0 0 PETER R GATES TRUSTEE 2.00 X 0 0 0 SUSAN WHUNNEWELL TRUSTEE 2.00 X 0 0 0 F GARDNER JACKSON JR TRUSTEE 2.00 X 0 0 0 SARAH P MEIGS TRUSTEE 2.00 X 0 0 0 EVE ROSS ROBERTS TRUSTEE 2.00 X 0 0 0 RICHARD G STEARNS TRUSTEE 2.00 X 0 0 0 DAVID E WALKER CHAIR PERSON 2.00 X X 0 0 0 DR MATINA HORNER TRUSTEE 2.00 X 0 0 0 KRISTEN MILLER MAHONEY TRUSTEE 2.00 X 0 0 0 LAURA SALTONSTALL TRUSTEE 2.00 X 0 0 0 ANN CORCORAN TRUSTEE 2.00 X 0 0 0 DEREK TAFF TREASURER 2.00 X X 0 0 0 MICHAEL EF TREACY TRUSTEE 2.00 X 0 0 0 THOMAS HP WHITNEY JR TRUSTEE 2.00 X 0 0 0 WILLIAM R BAKER JR TRUSTEE 2.00 X 0 0 0 PATRICIA F RIBAKOFF TRUSTEE 2.00 X 0 0 0 MRS DAVID LMURPHY TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 JPMORGAN CHASE BANK NA 50 ROWES WHARF 4TH FLOOR BOSTON MA 02110 INVESTMENT ADVISORY 144174 1 122720 122720 951125 951125 9321121 9001585 319536 319536 319536 1393381 0 0 1270661 1300000 1300000 144174 144174 MARKETING & COMMUNICATI 56007 56007 CONTRACTOR SERVICES 37219 37219 AUDIT 23500 23500 BOARD OF MANAGER PROGRA 22534 22534 6316 520 5796 1589750 1323054 266696 0 266063 261676 6000 13045422 28372109 23487789 11057965 36805274 39691750 0 0 X 36805274 39691750 36805274 39691750 36805274 39691750 -196369 3082845 0 X X 0 1 X 1 0 X X 1 MASSACHUSETTS GENERAL HOSPITAL 041564655 3 1 1300000 0 1 1300000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 PART IV, SECTION E, LINE 2A: IN 2024, THE ORGANIZATION MADE A $1.3 MILLION GRANT TO MASS GENERAL HOSPITAL A PUBLIC CHARITY DESCRIBED IN SECTION 170(B)(1)(A)(III), TO SUPPORT PROGRAMS FOR THE CARE AND TREATMENT OF DISEASES OF WOMEN. THIS ACTIVITY DIRECTLY FURTHERED THE HOSPITAL'S EXEMPT PURPOSE OF PROVIDING MEDICAL CARE AND ADVANCED TREATMENT FOR WOMEN'S DISEASES, AND ALIGNED WITH THE ORGANIZATION'S OWN EXEMPT PURPOSE OF PROMOTING WOMEN'S HEALTH. THE ORGANIZATION MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE HOSPITAL, MEETING QUARTERLY TO REVIEW PROGRAM NEEDS AND PROGRESS, AND ADJUSTING FUNDING PRIORITIES IN RESPONSE TO THE HOSPITAL'S INPUT. THE HOSPITAL HAD A SIGNIFICANT VOICE IN THE USE OF FUNDS, ENSURING THE ORGANIZATION WAS RESPONSIVE TO ITS NEEDS. THE $1.3 MILLION GRANT REPRESENTED MORE THAN 95% OF THE ORGANIZATION'S TOTAL EXPENDITURES FOR THE YEAR, AND THE ORGANIZATION DID NOT ENGAGE IN ANY OTHER SIGNIFICANT PROGRAMMATIC ACTIVITIES. THEREFORE, THE ORGANIZATION DETERMINED THAT SUBSTANTIALLY ALL OF ITS ACTIVITIES IN 2024 WERE DEDICATED TO DIRECTLY FURTHERING THE EXEMPT PURPOSES OF THE SUPPORTED HOSPITAL, AS REQUIRED BY THE ACTIVITIES TEST FOR A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 MONEY MARKET 347171 F MUTUTAL FUNDS 10710794 F 11057965 X 4332052 3082845 3082845 1249207 144174 144174 1393381 1445576 0 1445576 144174 144174 1589750 PART X, LINE 2: VMHF EVALUATES TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN ITS TAX RETURNS TO DETERMINE WHETHER TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE FEDERAL OR STATE AUTHORITY. VMHF HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN 2025 RETURNS AND BELIEVE THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE AUTHORITIES. VMHF'S 2021 THROUGH 2024 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 MGH 55 FRUIT STREET BOSTON MA 02114 041564655 501(C)(3) 340000 0 FMV TEACHING AND RESEARCHING MGH 55 FRUIT STREET BOSTON MA 02114 041564655 501(C)(3) 75000 0 FMV PROGRAM AND PROJECT SUPPORT MGH 55 FRUIT STREET BOSTON MA 02114 041564655 501(C)(3) 885000 0 FMV REPRODUCTIVE BIOLOGY PART I, LINE 2: VMHF ENTERED INTO A GIFT AGREEMENT WITH MASS GENERAL, SPECIFYING THE CASH GIFT AMOUNT AND ITS INTENDED USE. TO ENSURE COMPLIANCE, VMHF MONITORS THE FUNDS THROUGH THE FOLLOWING PROCEDURES: REGULAR REPORTING: MASS GENERAL PROVIDES UPDATES ON FUND UTILIZATION PER THE AGREEMENT. BI-MONTHLY REVIEW MEETINGS: EVERY TWO MONTHS, A DEPARTMENT CHIEF FROM MASS GENERAL MEETS WITH THE VMHF BOARD TO REPORT ON PROJECT PROGRESS, EXPENDITURES, AND IMPACT. ONGOING OVERSIGHT: VMHF MAINTAINS OPEN COMMUNICATION WITH MASS GENERAL TO ENSURE ADHERENCE TO THE AGREEMENT AND ADDRESS ANY CONCERNS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS REVIEWED BY GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUAL REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR VINCENTECH LLC 55 FRUIT STREET BOSTON MA 02114 IDENTIFICATION & DEVELOPMENT OF POTENTIAL THERAPEUTIC COMPOUNDS MA VINCENT MEMORIAL HOSPITAL FOUNDATION INC MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02144 TO SUPPORT THE GENERAL HOSPITAL CORPORATION MA 501(C)(3) LINE 3 NO 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MASSACHUSETTS GENERAL HOSPITAL B FMV