Skip to content
Nonprofiteer
← THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST

Form 990 for tax year 2024

Filed by THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST.

Totals

Total revenue
$79,231
Total expenses
$16,947
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$79,231
Other revenue
$0
Total assets, end of year
$1,037,378
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,037,378
Program services expenses (Part IX)
$16,947
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$16,947

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $5,438 · excluded $5,438

  • 7a · Gross sales of assets other than inventory

    securities $73,793

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $73,793

  • 7d · Net gain or loss

    total $73,793 · excluded $73,793

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: OTHER

    total $16,143 · program services $16,143

  • 24b · Other expenses: TRUSTEE FEES

    total $804 · program services $804

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $904,754 · end of year $1,037,378

  • 27 · Net assets without donor restrictions

    beginning of year $904,754 · end of year $1,037,378

Mission and programs · 2024

Mission

FUND POST-RETIREMENT MEDICAL COVERAGE

Activities or mission (Part I)

FUND POST-RETIREMENT MEDICAL COVERAGE.

  • SEE SCHEDULE O

    Expenses $16,947 · Revenue $79,231

As filed on the 2024 return.

Listed in Part VII

  • The McLean Hospital Corp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • State Street Bank And Trust

    TRUSTEE

    Total calculated
    $16,947
    From this org
    $16,947
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MERRIMACK VALLEY ENDOSCOPY LLC

    MEDICAL SERVICES · MA · income $5,127,000 · assets $350,235

    Directly controlled by MGBCP

  • PARTNERS INNOVATION II LLC

    INVESTMENTS · MA · income $0 · assets $0

    Directly controlled by MGB

  • MASS GENERAL BRIGHAM VENTURES LLC

    INVESTMENTS · MA · income $0 · assets $0

    Directly controlled by MGB

  • MASSACHUSETTS EYE & EAR ASSOCIATES LLC

    BILLING SERVICES · MA · income $312 · assets $0

    Directly controlled by MEEA

  • PORTLAND INVESTMENTS-PIA LLC

    INVESTMENTS · ME · income $522,616 · assets $14,702,608

    Directly controlled by MGBPI

  • PORTLAND INVESTMENTS-EP LLC

    INVESTMENTS · ME · income $522,215 · assets $12,637,080

    Directly controlled by MGBPI

  • BRIGHAM HEALTH INTERNATIONAL LLC

    GLOBAL HEALTH CARE · MA · income -$15 · assets $4,299,810

    Directly controlled by BH

  • MEEA - CAPE COD PHO LLC

    BILLING SERVICES · MA · income $5 · assets $0

    Directly controlled by MEEA

  • MEEA - WINCHESTER PHO LLC

    BILLING SERVICES · MA · income $0 · assets $0

    Directly controlled by MEEA

  • MASS GENERAL BRIGHAM HEALTH PLAN SELECT LLC

    INSURANCE COMPANY - HMO · MA · income $15,205 · assets $1,133,904

    Directly controlled by MGBHP

  • MASS GENERAL BRIGHAM GP III LLC

    INVESTMENTS · MA · income -$5,397,507 · assets $57,964,079

    Directly controlled by MGB

  • MASSACHUSETTS EYE & EAR ASSOCIATES NORTH SUBURBAN

    BILLING SERVICES · MA · income $991,283 · assets $0

    Directly controlled by MEEA

  • NSPG BILLING

    BILLING SERVICES · MA · income $0 · assets $0

    Directly controlled by NSPG

  • CORDIS PI GP LLC

    INVESTMENT RELATED · DE · income $0 · assets $0

    Directly controlled by MGB

  • VALETUDO GP LLC

    INVESTMENT RELATED · DE · income $0 · assets $0

    Directly controlled by MGB

  • MASS GENERAL BRIGHAM AMBULATORY SURGERY - CAMBRIDGE LLC

    AMBULATORY SURGERY CENTER · MA · income $0 · assets $0

    Directly controlled by NESCH

  • MASS GENERAL BRIGHAM AMBULATORY SURGERY - WEYMOUTH LLC

    AMBULATORY SURGERY CENTER · MA · income $0 · assets $0

    Directly controlled by NESCH

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MGB POOLED INVESTMENTS LLC

    EXCLUDED · INVESTMENTS · MA · 100% owned · share of income $1,417,021,714 · share of assets $18,258,464,263 · general or managing partner

    Directly controlled by MGB

  • PARTNERS INNOVATION FUND LLC

    EXCLUDED · INVESTMENTS · MA · 100% owned · share of income -$16,474,770 · share of assets $61,948,667 · general or managing partner

    Directly controlled by MGB

  • RADIATION THERAPY OF SOUTHEASTERN MA LLC

    EXCLUDED · RADIATION THERAPY SERVICES · MA · 51% owned · share of income $230,617 · share of assets $6,531,692 · general or managing partner

    Directly controlled by BH

  • MASS GENERAL BRIGHAM ACO LLC

    EXCLUDED · ACCOUNTABLE CARE ORGANIZATION · MA · 100% owned · share of income $2,721,285 · share of assets $1,647,476 · general or managing partner

    Directly controlled by MGB

  • WENTWORTH SURGERY CENTER LLC

    EXCLUDED · SURGICAL CENTER · NH · 98% owned · share of income $8,625,040 · share of assets $3,022,165 · general or managing partner

    Directly controlled by WDH

  • MASS GENERAL BRIGHAM GLOBAL ADVISORY LLC

    EXCLUDED · HEALTH CARE EDUCATION AND CONSULTING · MA · 100% owned · share of income $18,461,961 · share of assets $6,797,414 · general or managing partner

    Directly controlled by MGB

  • NEW ENGLAND SURGERY CENTER HOLDINGS LLC

    EXCLUDED · SURGERY CENTER · DE · 70% owned · share of income -$62 · general or managing partner

    Directly controlled by MGB

  • MASS GENERAL BRIGHAM - DASCO HME LLC

    EXCLUDED · HOME MEDICAL EQUIPMENT · DE · 50% owned · general or managing partner

    Directly controlled by DASCO

  • VALETUDO FUND LP

    EXCLUDED · INVESTMENT RELATED · DE · 100% owned · general or managing partner

    Directly controlled by MGB

  • CURA FUND LP

    EXCLUDED · INVESTMENT RELATED · DE · 100% owned · general or managing partner

    Directly controlled by CURA GP LLC

  • MASS GENERAL BRIGHAM ACO 2 LLC

    EXCLUDED · ACCOUNTABLE CARE ORGANIZATION · MA · 100% owned · general or managing partner

    Directly controlled by MGB

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG

    C · HEALTHCARE · MA · 100% owned · share of income $3,329,669 · share of assets $9,042,740

    Directly controlled by NWH

  • MASS GENERAL BRIGHAM HEALTH INSURANCE COMPANY

    C · INSURANCE COMPANY · MA · 100% owned · share of income $90,288,306 · share of assets $61,996,594

    Directly controlled by MGB

  • HEALTH PARTNERS OF NEW HAMPSHIRE INC

    C · MANAGEMENT SERVICES · NH · 50% owned · share of income $859,702 · share of assets $2,111,406

    Directly controlled by WDH

  • WENTWORTH HOMECARE AND HOSPICE LLC

    C · HOMECARE & HOSPICE SERVICES · NH · 50% owned · share of income $6,794,212 · share of assets $2,034,210

    Directly controlled by WDH

  • MGBV TH HOLDCO INC

    C · INVESTMENTS · DE · 100% owned · share of income $9,135 · share of assets $625,000

    Directly controlled by MGBF III

  • CORDIS ET FUND LP

    C · INVESTMENT RELATED · DE · 100% owned

    Directly controlled by ERISA

  • CORDIS PI FUND LP

    C · INVESTMENT RELATED · DE · 100% owned

    Directly controlled by MGBPI

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202622259349301032

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.