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TIN: 74-1180155
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
Employer identification number
74-1180155
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
METHODIST PRIMARY CARE GROUP
6565 FANNIN
HOUSTON
,
TX
77030
76-0556120
HEALTH CARE
TX
501(C)(3)
LINE 12B, II
TMH HEALTH CARE GROUP
No
(2)
STEHLIN FOUNDATION
6565 FANNIN
HOUSTON
,
TX
77030
74-1622404
INACTIVE
TX
501(C)(3)
PF
THE METHODIST RESEARCH INSTITUTE
No
(3)
METHODIST HOSPITAL SELF INSURANCE TRUST
6565 FANNIN
HOUSTON
,
TX
77030
74-1948396
INSURANCE TRUST
TX
501(C)(3)
LINE 12A, I
THE METHODIST HOSPITAL
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
MEDVEST 1 LIMITED PARTNERSHIP
6565 FANNIN
HOUSTON
,
TX
77030
76-0534067
HEALTH CARE INVESTMENTS
TX
N/A
No
No
(2)
LITCHFIELD MEMORIAL PARTNERS LP
800 TOWN AND COUNTRY BLVD SUITE 200
HOUSTON
,
TX
77024
36-4778395
PROPERTY INVESTMENTS
TX
N/A
No
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
ALLIED METHODIST HOSPITAL PHYSICIANS
6565 FANNIN
HOUSTON
,
TX
77030
76-0551274
PHYSICIAN GROUP
TX
N/A
C
No
(2)
HOUSTON METHODIST CLEAR LAKE MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
85-1911578
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(3)
HOUSTON METHODIST ST CATHERINE MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
81-4457755
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(4)
HOUSTON METHODIST THE WOODLANDS MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
81-3764171
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(5)
MEDVEST HOLDINGS INC
6565 FANNIN
HOUSTON
,
TX
77030
76-0667765
INVESTMENT COMPANY
TX
N/A
C
No
(6)
MEDVEST INCORPORATED
6565 FANNIN
HOUSTON
,
TX
77030
76-0182470
INVESTMENT COMPANY
TX
N/A
C
No
(7)
METHODIST HEALTH CARE SYSTEM SHORT TERM DISABILITY PLAN TRUST
6565 FANNIN
HOUSTON
,
TX
77030
76-6161019
INSURANCE TRUST
TX
N/A
T
No
(8)
METHODIST WEST HOUSTON MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
30-0655123
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(9)
METHODIST WILLOWBROOK MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
68-0500294
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(10)
METHODIST WILLOWBROOK MOB CONDO ASSOC II
6565 FANNIN
HOUSTON
,
TX
77030
26-2137993
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(11)
ROMLAC INC
6565 FANNIN
HOUSTON
,
TX
77030
74-1674943
REAL ESTATE INVESTMENT
TX
N/A
C
No
(12)
SJMH CONDOMINIUM ASSOCIATION
6565 FANNIN
HOUSTON
,
TX
77030
41-2096917
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(13)
THE METHODIST HOSPITAL CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
86-1065871
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(14)
TMH MEDICAL OFFICE BUILDINGS CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
76-0287893
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
METHODIST HOSPITAL FOUNDATION
P
11,655,908
FAIR MARKET VALUE
(2)
METHODIST HOSPITAL FOUNDATION
C
23,899,893
FAIR MARKET VALUE
(3)
METHODIST HOSPITAL FOUNDATION
S
8,816,272
FAIR MARKET VALUE
(4)
MEDVEST 1 LIMITED PARTNERSHIP
S
515,568
FAIR MARKET VALUE
(5)
ALLIED METHODIST HOSPITAL PHYSICIANS
P
1,195,028
FAIR MARKET VALUE
(6)
ALLIED METHODIST HOSPITAL PHYSICIANS
L
1,200,000
FAIR MARKET VALUE
(7)
METHODIST HOSPITAL SELF INSURANCE TRUST
Q
14,734,926
FAIR MARKET VALUE
(8)
METHODIST HOSPITAL SELF INSURANCE TRUST
B
12,237,926
FAIR MARKET VALUE
(9)
METHODIST HOSPITAL SELF INSURANCE TRUST
R
8,000,000
FAIR MARKET VALUE
(10)
TMH PHYSICIAN ORGANIZATION
P
164,733,571
FAIR MARKET VALUE
(11)
TMH PHYSICIAN ORGANIZATION
Q
14,704,109
FAIR MARKET VALUE
(12)
TMH PHYSICIAN ORGANIZATION
B
5,424,971
FAIR MARKET VALUE
(13)
TMH PHYSICIAN ORGANIZATION
L
3,689,597
FAIR MARKET VALUE
(14)
TMH PHYSICIAN ORGANIZATION
J
2,309,366
FAIR MARKET VALUE
(15)
TMH PHYSICIAN ORGANIZATION
S
299,679,213
FAIR MARKET VALUE
(16)
MEDVEST INCORPORATED
L
155,000
FAIR MARKET VALUE
(17)
MEDVEST INCORPORATED
R
2,672,146
FAIR MARKET VALUE
(18)
METHODIST PRIMARY CARE GROUP
Q
1,437,911
FAIR MARKET VALUE
(19)
METHODIST PRIMARY CARE GROUP
L
550,000
FAIR MARKET VALUE
(20)
METHODIST PRIMARY CARE GROUP
R
41,229,858
FAIR MARKET VALUE
(21)
METHODIST HEALTH CENTERS
P
250,000
FAIR MARKET VALUE
(22)
METHODIST HEALTH CENTERS
Q
5,225,253
FAIR MARKET VALUE
(23)
METHODIST HEALTH CENTERS
B
211,609
FAIR MARKET VALUE
(24)
METHODIST HEALTH CENTERS
L
196,791,809
FAIR MARKET VALUE
(25)
METHODIST HEALTH CENTERS
J
155,523
FAIR MARKET VALUE
(26)
METHODIST HEALTH CENTERS
S
4,129,321
FAIR MARKET VALUE
(27)
METHODIST HEALTH CENTERS
R
193,920,216
FAIR MARKET VALUE
(28)
HOUSTON METHODIST ST JOHN HOSPITAL
Q
1,909,883
FAIR MARKET VALUE
(29)
HOUSTON METHODIST ST JOHN HOSPITAL
L
22,701,368
FAIR MARKET VALUE
(30)
HOUSTON METHODIST ST JOHN HOSPITAL
S
9,546,614
FAIR MARKET VALUE
(31)
HOUSTON METHODIST ST CATHERINE
Q
148,676
FAIR MARKET VALUE
(32)
HOUSTON METHODIST ST CATHERINE
L
2,099,622
FAIR MARKET VALUE
(33)
HOUSTON METHODIST ST CATHERINE
J
83,550
FAIR MARKET VALUE
(34)
HOUSTON METHODIST ST CATHERINE
K
925,732
FAIR MARKET VALUE
(35)
HOUSTON METHODIST ST CATHERINE
R
24,990,827
FAIR MARKET VALUE
(36)
DIAGNOSTIC CENTER HOSPITAL
S
122,330
FAIR MARKET VALUE
(37)
TMH MEDICAL OFFICE BUILDINGS
Q
800,291
FAIR MARKET VALUE
(38)
TMH MEDICAL OFFICE BUILDINGS
L
3,150,000
FAIR MARKET VALUE
(39)
TMH MEDICAL OFFICE BUILDINGS
R
50,103,048
FAIR MARKET VALUE
(40)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
P
99,067,880
FAIR MARKET VALUE
(41)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
Q
13,928,172
FAIR MARKET VALUE
(42)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
B
11,063,589
FAIR MARKET VALUE
(43)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
L
8,065,394
FAIR MARKET VALUE
(44)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
J
6,563,998
FAIR MARKET VALUE
(45)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
S
96,543,370
FAIR MARKET VALUE
(46)
HOUSTON METHODIST ACADEMIC INSTITUTE
P
25,650,532
FAIR MARKET VALUE
(47)
HOUSTON METHODIST ACADEMIC INSTITUTE
B
1,275,360
FAIR MARKET VALUE
(48)
HOUSTON METHODIST ACADEMIC INSTITUTE
L
635,111
FAIR MARKET VALUE
(49)
HOUSTON METHODIST ACADEMIC INSTITUTE
S
22,619,272
FAIR MARKET VALUE
(50)
SAN JACINTO METHODIST HOSPITAL
Q
1,081,193
FAIR MARKET VALUE
(51)
SAN JACINTO METHODIST HOSPITAL
B
130,868
FAIR MARKET VALUE
(52)
SAN JACINTO METHODIST HOSPITAL
L
34,646,341
FAIR MARKET VALUE
(53)
SAN JACINTO METHODIST HOSPITAL
R
88,582,014
FAIR MARKET VALUE
(54)
HOUSTON METHODIST COORDINATED CARE
L
3,385,000
FAIR MARKET VALUE
(55)
HOUSTON METHODIST COORDINATED CARE
R
4,716,621
FAIR MARKET VALUE
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2021
Additional Data
Software ID:
Software Version: