Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1200 DRUID ROAD SOUTH
 
Room/suite
City or town, state or country, and ZIP + 4
CLEARWATER, FL33756
D Employer identification number

59-1751535
E Telephone number

G Gross receipts $ 33,311,649
F Name and address of principal officer:
HOLLY H DUNCAN MA CFRE
1200 DRUID ROAD SOUTH
CLEARWATER,FL33756
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MPMF.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1977
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: RAISING PHILANTHROPIC SUPPORT FOR PROGRAMS OF FOUR HOSPITALS OF MORTON PLANT MEASE HEALTH CARE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 23
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 21
6 Total number of volunteers (estimate if necessary) .... 6 181
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,868,869 8,280,451
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 622,543 2,058,369
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 118,955 47,189
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,610,367 10,386,009
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,351,918 7,241,389
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,754,680 1,963,320
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,190,332    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,370,604 1,046,697
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,477,202 10,251,406
19 Revenue less expenses. Subtract line 18 from line 12...... -3,866,835 134,603
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 90,384,404 95,898,457
21 Total liabilities (Part X, line 26)............ 8,881,037 8,238,893
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 81,503,367 87,659,564
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO BE A CATALYST FOR IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE BY INSPIRING UNPARALLELED PHILANTHROPIC SUPPORT OF THE HOSPITALS OF MORTON PLANT MEASE HEALTH CARE THROUGH INNOVATION, DEDICATION AND COMPASSION. THE HOSPITALS SUPPORTED ARE: MORTON PLANT HOSPITAL ASSOCIATION, INC. D/B/A MORTON PLANT HOSPITAL AND MORTON PLANT NORTH BAY HOSPITAL, AND TRUSTEES OF MEASE HOSPITAL, INC. D/B/A MEASE DUNEDIN HOSPITAL AND MEASE COUNTRYSIDE HOSPITAL AND MORTON PLANT MEASE PRIMARY CARE, INC.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,497,728 including grants of $ 2,269,408 ) (Revenue $   )
PROVIDING SUPPORT TO ENHANCE QUALITY OF CLINICAL CARE FROM MORTON PLANT MEASE NURSES, PHYSICIANS AND VOLUNTEERS, INCLUDING: DR. GEORGE MORRIS' EARN AS YOU LEARN PROGRAM CONTRIBUTING TO THE SUCCESS OF 171 RNS, 185 LPNS, AND 299 PCTS; FAMILY MEDICINE RESIDENCY PROVIDING CLINICAL TRAINING FOR USF RESIDENTS PROVIDING PRIMARY CARE FOR 45,000 UNDERSERVED VISITS EACH YEAR; PHYSICIAN LEADERSHIP ACADEMY, IN COLLABORATION WITH ADVISORY BOARD, PROVIDING TRAINING FOR FUTURE PHYSICIAN LEADERS; PATIENT CENTERED MEDICAL HOME COORDINATING ALL ASPECTS OF PATIENT CARE THROUGH THE PRIMARY CARE PHYSICIAN; MULTIPLE NURSING SCHOLARSHIPS; CLINICAL PASTORAL EDUCATION PROVIDING CLINICAL TRAINING FOR CLERGY; AND VOLUNTEER WEEK RECOGNITION FOR 2,300 VOLUNTEERS GIVING 350,000 HOURS OF SERVICE ANNUALLY. SEE SECTION O.
4b (Code:   ) (Expenses $ 2,026,776 including grants of $ 1,841,506 ) (Revenue $   )
PROVIDING DISEASE SPECIFIC AND COMMUNITY OUTREACH PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: EXPLORING THE CLINICAL UTILITY OF MOLECULAR MARKERS IN COLON, LUNG AND GYN CANCER PATIENTS; CAPSS PROGRAM PROVIDING SUPPORT TO CANCER PATIENTS AT NO COST; DIABETES CARE INCLUDING GESTATIONAL DIABETES AND TURLEY INDIGENT DIABETIC PROGRAMS; INDIGENT PRESCRIPTION PROGRAM ASSISTING UNDER-SERVED PATIENTS OBTAIN MEDICATIONS; COMMUNITY OUTREACH PARTNERSHIPS, INCLUDING HEP, CLEARWATER FREE CLINIC, GOOD SAMARITANS CLINIC, WILLA CARSON, AND LA CLINICA GUADALUPANA; MADONNA PTAK ALZHEIMER'S RESEARCH CENTER DEDICATED TO QUALITY OF LIFE FOR FAMILIES LIVING WITH MEMORY LOSS DISEASES; AND PALLIATIVE CARE FOCUSING ON PHYSICAL AND SPIRITUAL NEEDS OF HOSPITALIZED PATIENTS NEAR END OF LIFE. SEE SECTION O.
4c (Code:   ) (Expenses $ 3,419,926 including grants of $ 3,130,475 ) (Revenue $   )
PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE HEALTH CARE THROUGH THE 2ND CENTURY CAPITAL CAMPAIGN, INCLUDING: THE CANCER-FOCUSED AXELROD PAVILION FEATURING AN EXPANDED SUSAN CHEEK NEEDLER BREAST CENTER AND RELOCATED CARLISLE IMAGING CENTER; RENOVATIONS TO MORTON PLANT'S GYN INPATIENT UNIT AS PART OF THE FIRST PHASE OF THE DOYLE WOMEN AND CHILDREN'S HEALTH INITIATIVE; EXPANSIONS AT MORTON PLANT NORTH BAY, INCLUDING THE NEW STARKEY MEDICAL TOWER; RENOVATIONS TO MEASE DUNEDIN'S AMBULATORY CARE UNIT AND FUTURE SURGERY DEPARTMENT; MURALS INSIDE THE PATIENT ROOMS ON MEASE COUNTRYSIDE'S PEDIATRIC ER UNIT; METIMAN PORTABLE SIMULATORS TO ENHANCE NURSING EDUCATION AND TRAINING; AND NEW MEDICAL RECLINERS IN THE MORGAN HEART HOSPITAL FOR RECOVERING OPEN HEART PATIENTS. SEE SECTION O.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 7,944,430
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
34
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
21
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
25
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
23
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
MR LARRY HARMON
1200 DRUID ROAD SOUTH
CLEARWATER,FL33756
(727) 462-7036
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) LISA ETHERIDGE ESQ
DIRECTOR
 3.00 X           0 0 0
(2) GLENN P BERGOFFEN
VICE CHAIRMAN
 6.00 X   X       0 0 0
(3) SHIRLEY LONG
DIRECTOR
 3.00 X           0 0 0
(4) MARK SMITHERMAN MD
DIRECTOR
 45.00 X           0 254,068 18,896
(5) THOMAS C NASH II ESQ
CHAIRMAN
 6.00 X   X       0 0 0
(6) NANCY RIDENOUR CPA
TREASURER
 6.00 X   X       0 0 0
(7) ROZ DOYLE
DIRECTOR
 3.00 X           0 0 0
(8) KEVIN MASON
DIRECTOR
 2.00 X           0 0 0
(9) GEORGE MORRIS MD
DIRECTOR
 2.00 X           0 0 0
(10) BRUCE F LAUER
SECRETARY
 3.00 X   X       0 0 0
(11) JAMES WATROUS
DIRECTOR
 2.00 X           0 0 0
(12) MARSHA M STARKEY
DIRECTOR
 3.00 X           0 0 0
(13) RUTH DUPONT
DIRECTOR
 3.00 X           0 0 0
(14) MICHAEL CONNOR
DIRECTOR
 1.00 X           0 0 0
(15) PHIL M HENDERSON
DIRECTOR
 2.00 X           0 0 0
(16) ROBERTO BELLINI MD
DIRECTOR
 2.00 X           0 0 0
(17) DOUGLAS R BIRCH CPA
DIRECTOR
 2.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) GLENN D WATERS
DIRECTOR
 45.00 X           0 1,004,822 27,028
(19) EARLE COOPER
DIRECTOR
 1.00 X           0 0 0
(20) ZENA LANSKY MD
DIRECTOR
 2.00 X           0 0 0
(21) SANDY MILLER
DIRECTOR
 1.00 X           0 0 0
(22) JUDY MITCHELL
DIRECTOR
 1.00 X           0 0 0
(23) PAUL PHILLIPS MD
DIRECTOR
 2.00 X           0 0 0
(24) HOLLY H DUNCAN MA CFRE
PRESIDENT AND CEO
 60.00     X       305,519 0 20,305
(25) LARRY F HARMON CPA
V.P./CFO
 55.00     X       176,329 0 15,467
(26) MARTHA V MATULA CFP CFRE
EXECUTIVE VICE PRESIDENT
 60.00       X     196,684 0 15,901
(27) KATHLEEN A SIMON
VICE PRESIDENT
 60.00       X     160,153 0 11,673
(28) ERNESTINE SOETERIK-BEAN
VICE PRESIDENT DEVELOPMENT
 60.00         X   127,363 0 8,919




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 966,048 1,258,890 118,189
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 417,281
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,863,170
g Noncash contributions included in lines 1a-1f:$ 246,349
h Total. Add lines 1a-1f.......MediumBullet 8,280,451
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,800,723     1,800,723
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 22,916,549  
b Less: cost or other basis and sales expenses 22,658,903  
c Gain or (loss) 257,646  
d Net gain or (loss)..........MediumBullet 257,646     257,646
8a Gross income from fundraising events (not including
$ 417,281
of contributions reported on line 1c). See Part IV, line 18 ...
a 279,984
b Less: direct expenses ...b 254,384
c Net income or (loss) from fundraising events..MediumBullet 25,600   25,600
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 33,942
b Less: direct expenses ...b 12,353
c Net income or (loss) from gaming activities...MediumBullet 21,589     21,589
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 10,386,009 0 0 2,105,558
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 7,241,389 7,241,389
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 902,031 186,721 398,698 316,612
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 691,131 143,223 161,139 386,769
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 115,548 23,930 40,604 51,014
9 Other employee benefits ....... 158,712 32,870 55,771 70,071
10 Payroll taxes ........... 95,898 19,860 33,699 42,339
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,311   1,155 1,156
c Accounting ........... 44,040   44,040  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 239,179 63,566 175,613  
g Other .......... 279,876 121,731 9,485 148,660
12 Advertising and promotion .... 21,316 4,259 5,797 11,260
13 Office expenses ....... 84,148 12,522 21,142 50,484
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 183,695 54,576 67,716 61,403
17 Travel ............ 28,720 8,545 11,630 8,545
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 22,844 5,700 11,444 5,700
20 Interest ........... 596   596  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 45,989 9,197 18,396 18,396
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a UNCOLLECTIBLE PLEDGES 51,863 10,373 31,117 10,373
b MISCELLANEOUS 42,120 5,968 28,602 7,550
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 10,251,406 7,944,430 1,116,644 1,190,332
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 550 1 550
2 Savings and temporary cash investments ....... 1,837,224 2 2,974,350
3 Pledges and grants receivable, net ......... 9,542,038 3 9,871,272
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 76,639 9 96,538
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,712,651
b Less: accumulated depreciation. ..... 10b 1,172,080 570,811 10c 540,571
11 Investments—publicly traded securities .......... 48,290,708 11 49,309,829
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 30,066,434 15 33,105,347
16 Total assets. Add lines 1 through 15 (must equal line 34)... 90,384,404 16 95,898,457
Liabilities 17 Accounts payable and accrued expenses . 318,354 17 370,072
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 8,562,683 25 7,868,821
26 Total liabilities. Add lines 17 through 25..... 8,881,037 26 8,238,893
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 12,179,723 27 13,011,101
28 Temporarily restricted net assets ..... 47,323,693 28 51,569,495
29 Permanently restricted net assets ..... 21,999,951 29 23,078,968
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 81,503,367 33 87,659,564
34 Total liabilities and net assets/fund balances ..... 90,384,404 34 95,898,457
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
10,386,009
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
10,251,406
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
134,603
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
81,503,367
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
6,021,594
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
87,659,564
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) MORTON PLANT HOSPITAL ASSOCIATION INC
  		590624462 3 Yes   Yes   Yes   4,867,374
(2) TRUSTEES OF MEASE HOSPITAL INC
  		590855412 3 Yes   Yes   Yes   2,214,955
(3) MORTON PLANT MEASE PRIMARY CARE INC
  		593140335 3 Yes   Yes   Yes   159,060
Total                 7,241,389

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
  		Employer identification number

59-1751535
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
  		Employer identification number

59-1751535
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
  		Employer identification number

59-1751535
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 21,999,951 21,081,018 24,251,567
b Contributions ........ 11,920 16,465 29,050
c Investment earnings or losses ... 1,067,097 902,468 -3,108,250
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....     91,349
g End of year balance ...... 23,078,968 21,999,951 21,081,018
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet0 %
b
Permanent endowment: SchDMd Bullet87.000 %
c
Term endowment: SchDMd Bullet10.000 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   272,045 272,045
b Buildings ................   1,063,622 823,837 239,785
c Leasehold improvements ............        
d Equipment ................   376,984 348,243 28,741
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 540,571
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) CASH SURRENDER VALUE LIFE INSURANCE 3,079,874
(2) EXTERNALLY CONTROLLED ENDOWMENTS 12,970,244
(3) INTEREST RECEIVABLE 110,303
(4) OTHER ASSETS 2,560,987
(5) REMAINDER INTEREST IN POOLED INCOME FUNDS 63,743
(6) REMAINDER INTEREST IN TRUST AND ESTATES 14,320,196



Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 33,105,347
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
GIFT ANNUITY OBLIGATIONS 6,264,096
LIABILITY UNDER TRUST AGREEMENTS 1,604,725







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 7,868,821
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 10,386,009
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 10,251,406
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 134,603
4 Net unrealized gains (losses) on investments .......................... 4 4,062,445
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 1,959,149
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 6,021,594
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 6,156,197
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 16,193,924
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 4,062,445
b Donated services and use of facilities ......... 2b 25,500
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 1,959,149
e Add lines 2a through 2d ..................... 2e 6,047,094
3 Subtract line 2e from line 1..................... 3 10,146,830
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 239,179
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 239,179
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 10,386,009
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 10,037,727
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 25,500
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 25,500
3 Subtract line 2e from line 1..................... 3 10,012,227
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 239,179
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 239,179
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 10,251,406
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FOR SCHEDULE D, PART V, THE ORGANIZATION FOLLOWS THE FINANCIAL STATEMENT PRESENTATION FOR ENDOWMENT FUNDS WHICH IS PREPARED IN ACCORDANCE WITH SFAS 116 & 117 WHICH REPORTS BOARD DESIGNATED AND TERM ENDOWMENTS UNDER TEMPORARILY RESTRICTED NET ASSETS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION ADOPTED THE PROVISIONS OF ASC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ON DECEMBER 31, 2009. AS A RESULT OF THE IMPLEMENTATION OF ASC 740, THE FOUNDATION HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE FOUNDATION TO ANY MATERIAL INCOME TAX EXPOSURE. A RECONCILIATION OF THE BEGINNING AND ENDING AMOUNT OF UNRECOGNIZED TAX BENEFITS IS NOT INCLUDED, NOR IS THERE ANY INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES AS THERE ARE NO UNRECOGNIZED TAX BENEFITS.
PART XI, LINE 8 - OTHER ADJUSTMENTS:   CHANGE IN SPLIT INTEREST AGREEMENTS
PART XII, LINE 2D - OTHER ADJUSTMENTS:   CHANGE IN SPLIT-INTEREST AGREEMENTS
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

CHARITY BALL
(event type) 		(b) Event #2

GOLF TOURNEY
(event type) 		(c) Other Events

7
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 177,475 114,143 405,647 697,265
2 Less: Charitable
contributions . . . 		130,200 46,000 241,081 417,281
3 Gross income (line 1
minus line 2) . . . 		47,275 68,143 164,566 279,984
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . . 1,125 9,855 7,664 18,644
7 Food and beverages . . 4,934 17,330 48,857 71,121
8 Entertainment . . .     13,335 13,335
9 Other direct expenses . 30,418 32,458 88,408 151,284
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 254,384
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 25,600
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .     33,942 33,942
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .     12,353 12,353
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 12,353
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow 21,589
9
Enter the state(s) in which the organization operates gaming activities: FL
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
ORGANIZATION CONDUCTS RAFFLES AT CHARITY EVENTS.
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number
59-1751535
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) MORTON PLANT HOSPITAL ASSOCIATION INC300 PINELLAS STREET
CLEARWATER,FL33756 		59-0624462 501(C)(3) 4,867,374       SUPPORT OF ORGANIZATION
(2) TRUSTEES OF MEASE HOSPITAL INC300 PINELLAS STREET
CLEARWATER,FL33756 		59-0855412 501(C)(3) 2,214,955       SUPPORT OF ORGANIZATION
(3) MORTON PLANT MEASE PRIMARY CARE INC300 PINELLAS STREET
CLEARWATER,FL33756 		59-3140335 501(C)(3) 159,060       SUPPORT OF ORGANIZATION


















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
3
3
Enter total number of other organizations ................................ . Bullet Image
3
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE PURPOSE OF THE MORTON PLANT MEASE HEALTH CARE FOUNDATION IS TO SUPPORT THE HEALTH CARE NEEDS OF MORTON PLANT HOSPITAL ASSOCIATION, INC. D/B/A MORTON PLANT HOSPITAL AND MORTON PLANT NORTH BAY HOSPITAL, AND TRUSTEES OF MEASE HOSPITAL, INC. D/B/A MEASE DUNEDIN HOSPITAL AND MEASE COUNTRYSIDE HOSPITAL AND MORTON PLANT MEASE PRIMARY CARE, INC. GRANTS ARE ONLY MADE TO THESE ORGANIZATIONS TO SUPPORT THEIR EXEMPT PURPOSES.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MARK SMITHERMAN MD (i)
(ii)		 0
252,773 		0
0 		0
1,295 		0
11,825 		0
7,071 		0
272,964 		0
0
(2) GLENN D WATERS (i)
(ii)		 0
660,829 		0
290,832 		0
53,161 		0
10,413 		0
16,615 		0
1,031,850 		0
0
(3) HOLLY H DUNCAN MA CFRE (i)
(ii)		 251,846
0 		917
0 		52,756
0 		12,062
0 		8,243
0 		325,824
0 		0
0
(4) LARRY F HARMON CPA (i)
(ii)		 170,014
0 		917
0 		5,398
0 		8,330
0 		7,137
0 		191,796
0 		0
0
(5) MARTHA V MATULA CFP CFRE (i)
(ii)		 190,255
0 		917
0 		5,512
0 		9,355
0 		6,546
0 		212,585
0 		0
0
(6) KATHLEEN A SIMON (i)
(ii)		 154,797
0 		917
0 		4,439
0 		7,758
0 		3,915
0 		171,826
0 		0
0










Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 5 A PORTION OF THE "TEAM AWARD" WAS BASED ON EXCEEDING EXPECTED REVENUES AND AMOUNTED TO 2% OF THE TOTAL AWARD AND LESS THAN .8% OF TOTAL COMPENSATION.
SUPPLEMENTAL INFORMATION PART III QUALIFICATIONS OF KEY MEMBERS OF MANAGEMENT RECEIVING COMPENSATION: PRESIDENT & CEO - HOLLY H. DUNCAN, MA, CFRE, HAS MORE THAN 30 YEARS PROFESSIONAL FUNDRAISING EXPERIENCE IN THE TAMPA BAY MARKET. IN HER 14 YEAR TENURE AT MORTON PLANT MEASE FOUNDATION, TOTAL ASSETS HAVE DOUBLED WHILE THE FOUNDATION HAS ALSO MADE OVER $100 MILLION IN GRANTS TO MORTON PLANT AND MEASE HOSPITALS. VICE PRESIDENT & CFO - LARRY F. HARMON, CPA, HAS MORE THAN 40 YEARS PROFESSIONAL ACCOUNTING EXPERIENCE IN BOTH FOR PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. HE HAS BEEN WITH MORTON PLANT MEASE FOUNDATION FOR 14 YEARS AND IS RESPONSIBLE FOR NEARLY $100 MILLION IN ASSETS. EXECUTIVE VICE PRESIDENT - MARTY MATULA, CFP, CFRE, HAS MORE THAN 25 YEARS OF PROFESSIONAL PLANNED GIVING EXPERIENCE. CURRENTLY THE FOUNDATION'S PLANNED GIVING PORTFOLIO INCLUDES OVER 250 REVOCABLE COMMITMENTS AND 150 IRREVOCABLE GIFTS TOTALING OVER $80 MILLION IN EXPECTANCIES. VICE PRESIDENT - KATHLEEN SIMON HAS MORE THAN 20 YEARS OF PROFESSIONAL MAJOR GIFT FUNDRAISING EXPERIENCE, OF WHICH 18 YEARS HAVE BEEN WITH MORTON PLANT MEASE FOUNDATION. VICE PRESIDENT OF DEVELOPMENT - ERNESTINE SOETERIK-BEAN HAS 10 YEARS OF PROFESSIONAL FUNDRAISING EXPERIENCE, ALL AT MORTON PLANT MEASE FOUNDATION, WITH EXPERTISE IN MAJOR GIFTS, CORPORATE GIVING AND SPECIAL EVENTS MANAGEMENT.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 6,250 APPRAISED VALUE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 8 219,839 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 1 19,350 FAIR MARKET VALUE
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( OTHER ITEMS ) X 2 910 ESTIMATED FAIR MARKET VALUE
26 Other Right pointing arrow large image ( IRREV SPECIFIC BEQUEST IN REVC TR ) X 1 579,095 PRESENT VALUE OF FUTURE INTEREST
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6   THE ORGANIZATION HAS MEMBERS THAT PARTICIPATE IN THE ELECTION OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7A   ELECTION OF THE GOVERNING BODY IS DONE DURING AN ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11   THE COMPLETED FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. A COPY OF THE APPROVED FORM 990 IS THEN SENT TO EACH BOARD MEMBER FOR REVIEW. THE TREASURER, WHO IS ALSO CHAIR OF THE FINANCE COMMITTEE, THEN REVIEWS THE RETURN WITH THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING.
  FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. AT MONTHLY BOARD MEETINGS, THE CHAIRPERSON WILL ASK IF THERE ARE ANY CONFLICTS OF INTEREST.
  FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WERE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH CLARK CONSULTING SURVEY, AN INDEPENDENT COMPENSATION CONSULTANT, AND DEEMED REASONABLE BASED ON EXPERTISE AND EXPERIENCE OF INDIVIDUALS. THE SALARY FOR THE PRESIDENT & CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION AND APPROVED BY THE BOARD OF DIRECTORS AND A CONTRACT IS EXECUTED. OTHER OFFICERS AND KEY EMPLOYEE SALARIES ARE ESTABLISHED BY THE PRESIDENT AND CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
  FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTATION IS AVAILABLE THROUGH A REQUEST VIA MAIL OR E-MAIL, OR UPON VERBAL OR WRITTEN REQUEST AT THE FOUNDATION'S OFFICE.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,062,445. CHANGE IN SPLIT INTEREST AGREEMENTS 1,959,149. TOTAL TO FORM 990, PART XI, LINE 5: 6,021,594.
    THE AUDIT REPORT IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE AUDITORS THEN PRESENT A COPY OF THE AUDIT REPORT TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING WHERE IT IS REVIEWED AND APPROVED. A COMPLETE COPY IS THEN SENT TO EACH BOARD MEMBER.
  FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS MORTON PLANT MEASE HEALTH CARE FOUNDATION, INC. PROVIDES PHILANTHROPIC SUPPORT TO THE NOT-FOR-PROFIT HOSPITALS OF MORTON PLANT MEASE HEALTH CARE, INCLUDING MORTON PLANT, CLEARWATER; MEASE DUNEDIN, DUNEDIN; MEASE COUNTRYSIDE, SAFETY HARBOR AND MORTON PLANT NORTH BAY, NEW PORT RICHEY. BY THE END OF 2010, MORTON PLANT MEASE FOUNDATION HAD RAISED NEARLY $95 MILLION TOWARDS OUR $125 MILLION 2ND CENTURY CAPITAL CAMPAIGN GOAL. OVER THE PAST DECADE, THE FOUNDATION HAS GRANTED MORE THAN $100 MILLION TO SUPPORT THE HOSPITALS OF MORTON PLANT MEASE HEALTH CARE. OUR HOSPITALS WOULD HAVE TO EARN CLOSE TO $2 BILLION AT A FIVE PERCENT MARGIN TO NET THE AMOUNT OUR COMMUNITY HAS COLLECTIVELY CONTRIBUTED. THANKS TO THE COMMUNITY'S GENEROSITY, IN 2010 THE FOUNDATION GRANTED OVER $7.2 MILLION IN CASH TO THE HOSPITALS OF MORTON PLANT MEASE, WHICH INCLUDED THE FOLLOWING PROGRAMS AND CAPITAL PROJECTS:
EXPANDED DESCRIPTION OF GRANTS FROM 4A:   DR. GEORGE MORRIS EARN AS YOU LEARN NURSE PROGRAMS ($541,507) ADDRESSES THE ACUTE NURSING SHORTAGE BY PROVIDING NURSES AN HOURLY "STIPEND", WHICH ACTS AS A SALARY FOR THE STUDENT WHILE IN SCHOOL FAMILY MEDICINE RESIDENCY PROGRAM ($525,000) PROVIDES PHYSICIAN EDUCATION AND CLINICAL TRAINING TO 25 RESIDENTS AT THE TURLEY FAMILY HEALTH CENTER ELEANOR THOMPSON NURSING SCHOOL ($212,960) ADDRESSES THE NEED FOR QUALITY NURSING ASSISTANTS BY PROVIDING THE RESOURCES TO RECRUIT AND RETAIN THE BEST IN THE AREA TURLEY RESIDENCY PRIMARY CARE SPORTS MEDICINE FELLOWSHIP ($150,000) THE PROGRAM PROVIDES MUSCULOSKELETAL SPECIALTY SERVICES TO APPROXIMATELY 500 PATIENT VISITS PER YEAR EXCELLENCE IN SPIRITUALITY ($142,000) PROVIDES SUPPORT FOR THE CARE CHANNEL, CLINICAL PASTORAL EDUCATION PROGRAM AND BEREAVEMENT FOLLOW-UP PROGRAM SMILE PROGRAM ($125,309) PROVIDES STRESS MANAGEMENT TOOLS TO THE TEAM MEMBERS OF MORTON PLANT MEASE HEALTH CARE WOW AWARDS ($100,000) TEAM MEMBER RECOGNITION AWARD PROGRAM FOR PHYSICIANS, NURSES AND TEAM MEMBERS PATIENT CENTERED MEDICAL HOME ($78,000) MAXIMIZES THE BENEFITS TO THE PATIENT OF COORDINATING ALL ASPECTS OF THEIR CARE THROUGH THE PRIMARY CARE PHYSICIAN PHYSICIAN ENGAGEMENT LEADERSHIP ACADEMY ($75,000) PROVIDES OPPORTUNITIES FOR PHYSICIANS TO BECOME INVOLVED IN THE STRATEGIC PLANNING OF THE HEALTH SYSTEM CAREER LEARNING CENTERS RN PROGRAM ($38,400) PROVIDES 20 LPN STUDENTS WITH TUTORING SESSIONS TO HELP SUPPORT AND ACCELERATE THEIR RN COURSEWORK PRIEST CHAPLAIN ($35,000) A TWENTY HOUR A WEEK PRIEST TO CONTRIBUTE TO THE PASTORAL CARE AND SACRAMENTAL MINISTRY PROVIDED BY OUR HEALTH SYSTEM PATIENT VIDEO EDUCATION ($30,000) PROVIDES PATIENTS WITH VIDEO EDUCATION TO VIEW AND REVIEW VALUABLE INFORMATION ON CHRONIC AND ACUTE CONDITIONS AT ANY TIME THAT IS APPROPRIATE TO THE PATIENT'S NEEDS TAKE THE HEAT TRAINING FOR NURSES ($25,280) EDUCATIONAL PROGRAM THAT PROVIDES NURSES WITH THE SKILLS TO HANDLE CUSTOMER SERVICE ISSUES - LEARNING THE "TAKE THE HEAT" TECHNIQUE PATIENT EXPERIENCE GRANT FOR TEAM MEMBER IDEAS ($25,000) PROVIDES A VENUE FOR TEAM MEMBERS TO SUBMIT IDEAS FOR CONSIDERATION AND INDIVIDUAL GRANTS TO IMPROVE PATIENT SATISFACTION VOLUNTEER NURSE PROGRAM ($24,000) PROGRAM PROVIDES A PATHWAY FOR RETIRED NURSES, OR THOSE TAKING A BREAK IN THEIR CAREER, TO STAY IN THEIR PROFESSION AND CONTINUE THEIR PASSION FOR NURSING LOIS ODENCE SCHOLARSHIP ($13,378) SCHOLARSHIP PROGRAM HELPS OUR NURSES PAY FOR ADDITIONAL EXPENSES SUCH AS CHILD CARE, TRANSPORTATION, ETC. NURSE CALL BACK PROGRAM ($12,896) PROGRAM ALLOWS AN RN TO SPEND 8 HRS PER WEEK DEDICATED TO CALL BACKS TO A TARGETED POPULATION IN AN EFFORT TO INCREASE PATIENT SATISFACTION PHYSICAL THERAPIST ASSISTANT EAYL ($12,000) THIS PROGRAM FUNDS SCHOLASTIC AND PRACTICAL EDUCATION IN THE PHYSICAL THERAPY FIELD ANNIE MILLER SCHOLARSHIP FUND ($10,000) PROVIDES SCHOLARSHIPS TO LPNS WHO ARE SEEKING THEIR BACHELOR OF SCIENCE IN NURSING (BSN) DEGREE KATHERINE T. SMITH SCHOLARSHIP ($10,000) SCHOLARSHIPS FOR RNS WHO ARE PURSUING BACHELOR OF SCIENCE IN NURSING (BSN) OR MASTER OF SCIENCE IN NURSING (MSN) DEGREES EDUCATION FOR DIABETES RESOURCE NURSES ($7,160) HELPS TRAIN OUR NURSES ON HOW TO EDUCATE DIABETIC PATIENTS REGARDING THEIR DISEASE MANAGEMENT VOLUNTEER WEEK RECOGNITION ($7,000) A FORMAL BANQUET AND INDIVIDUAL GIFT TO RECOGNIZE MPM VOLUNTEERS DURING NATIONAL VOLUNTEER WEEK COMFORT BASKETS ($6,000) PROVIDES FOOD, BEVERAGES AND ITEMS FOR FAMILIES STANDING VIGIL AS A PATIENT NEARS END OF LIFE DAISY AWARD FOR EXTRAORDINARY NURSES ($2,500) PROVIDES MORTON PLANT MEASE NURSING LEADERSHIP THE RESOURCES TO CELEBRATE AND RECOGNIZE 24 NURSES FOR THE COMPASSIONATE CARE THEY PROVIDE EVERY DAY SINGLE PARENT NETWORK ($1,000) PROVIDES CLOTHING, SHOES AND SUPPLIES FOR SCHOOL, A FIELD TRIP AND A HOLIDAY CELEBRATION FOR OUR SINGLE PARENTS AND THEIR CHILDREN CONTINGENCY GRANT / PASS THROUGH REQUESTS ($37,626) MORTON PLANT MEASE FOUNDATION PROVIDES THE HOSPITALS OF MORTON PLANT MEASE HEALTH CARE WITH A VARIETY OF EMERGENCY FUNDS FOR PROGRAM GRANTS THAT COULD NOT HAVE BEEN FORESEEN IN THE NORMAL GRANT CYCLE, INCLUDING: NURSES IMPROVING THE CARE OF HEALTH SYSTEM ELDERS (NICHE) TRAINING, NURSING CERTIFICATION FUNDING, CLINICAL ETHICS PROGRAM, NURSING WEEK RECOGNITION AND CAMP NURSE JR.
EXPANDED DESCRIPTION OF GRANTS FROM 4B:   CANCER PATIENT SUPPORT SERVICES / CAPSS ($175,000) PROVIDES A VARIETY OF FREE EDUCATIONAL AND SUPPORT SERVICES TO HELP CANCER SURVIVORS AND THEIR FAMILIES DEAL MORE EFFECTIVELY WITH THEIR EMOTIONAL DISTRESS MADONNA PTAK ALZHEIMER'S RESEARCH CENTER ($160,055) PROVIDES MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS WITH THE LATEST MEDICATION OPTIONS AND RESEARCH TRIAL OPPORTUNITIES FOR MEMORY DISORDERS FAITH COMMUNITY NURSING ($150,000) THE INTENTIONAL INTEGRATION OF THE PRACTICE OF FAITH WITH THE PRACTICE OF NURSING THROUGH THE FAITH COMMUNITY NURSE HOMELESS EMERGENCY PROJECT (HEP) - MEDICAL OVERLAY TEAM ($125,000) FOR OVER TEN YEARS, MORTON PLANT HOSPITAL HAS PROVIDED A MEDICAL OVERLAY TEAM OF TWO LICENSED PRACTICAL NURSES AND ONE ADVANCED REGISTERED NURSE PRACTITIONER TO PROVIDE ASSESSMENT, CRISIS INTERVENTION, CASE MANAGEMENT AND TREATMENT TO THIS HIGH RISK POPULATION PALLIATIVE CARE SERVICES ($114,900) FOCUSES ON MEETING THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF HOSPITALIZED PATIENTS NEAR END OF LIFE COMPREHENSIVE BREAST HEALTH PROGRAM ($100,000) PROVIDES FUNDING FOR DIAGNOSIS AND TREATMENT OF UNINSURED WOMEN WITH BREAST CANCER CLEARWATER FREE CLINIC ($100,000) PROVIDES CLINIC WITH A FULL-TIME FAMILY PRACTICE ARNP THAT HAS INCREASED THE AVAILABLE ADULT AND PEDIATRIC APPOINTMENTS BY 4,500 PER YEAR MPM LUNG CENTER ($100,000) OFFERS VALUABLE SERVICES TO THE COMMUNITY - INCLUDING SMOKING CESSATION, ASTHMA MANAGEMENT, SUPPORT GROUPS, AND PULMONARY REHABILITATION "LIFEVESTS" FOR UNINSURED PATIENTS ($100,000) THE "LIFEVESTS" ARE USED AS AN EXTERNAL DEFIBRILLATOR FOR THOSE PATIENTS WITH POOR EJECTION FRACTIONS (POOR HEART FUNCTION) ON A THREE MONTH TRIAL BASIS TURLEY INDIGENT DIABETIC AFTER CARE ($96,900) PROVIDES FOLLOW-UP CARE AT THE TURLEY FAMILY HEALTH CENTER FOR INDIGENT PATIENTS WITH DIABETES DISCHARGED FROM MORTON PLANT HOSPITAL MOLECULAR ONCOLOGY TESTING ($83,000) EXPLORES THE CLINICAL UTILITY OF NEW MOLECULAR MARKERS IN COLON, LUNG, AND GYNECOLOGIC CANCER PATIENTS AND ASSESS THE BEST TECHNICAL METHODOLOGY FOR THEIR IMPLEMENTATION CERTIFIED DIABETES EDUCATOR ($70,720) FOCUSES ON KEY BEHAVIORS THAT PROMOTE SUCCESSFUL SELF-MANAGEMENT SUCH AS HEALTHY EATING, BEING ACTIVE, MONITORING, TAKING MEDICATION, PROBLEM SOLVING, HEALTHY COPING AND REDUCING RISKS INDIGENT PRESCRIPTION PROGRAM ($60,000) ALLOWS PATIENTS ACCESS TO A ONE-TIME ONLY, 10-DAY SUPPLY OF NEEDED MEDICATIONS ON AN ANNUAL BASIS GOOD SAMARITANS HEALTH CLINIC OF PASCO - NURSE PRACTITIONER ($50,000) PROVIDES SUPPORT FOR A NURSE PRACTITIONER LESS THAN A MILE AWAY FROM MORTON PLANT NORTH BAY HOSPITAL 2-1-1 SERVICES OF PASCO COUNTY ($50,000) DIRECTS INDIVIDUALS TO COMMUNITY RESOURCES AVAILABLE, ULTIMATELY HELPING THEM TO RECEIVE THEIR CARE IN THE APPROPRIATE LOCATION, RATHER THAN RELY ONLY ON THE HOSPITAL ER FOR ALL HEALTH CARE NEEDS GULF COAST DENTAL OUTREACH POSITION ($50,000) PROVIDES ACCESS TO LOW-COST DENTAL CARE TO THE QUALIFIED LOW INCOME POPULATION LIVING IN OUR COMMUNITY LUNA, INC SUPPORT PROGRAMS ($34,100) OFFERS LATINAS DIAGNOSED WITH CANCER A POSITIVE AND MEMORABLE EXPERIENCE THROUGH A VARIETY OF CULTURALLY AND LINGUISTICALLY RELEVANT EDUCATION, SOCIAL AND RECREATIONAL ACTIVITIES GESTATIONAL DIABETES PROGRAM ($30,000) PROVIDES WOMEN WITH METER TRAINING, MEDICAL NUTRITION THERAPY, AND PATTERN MANAGEMENT TO PROMOTE TARGET GLUCOSE VALUES THROUGHOUT THEIR PREGNANCY LA CLINICA GUADALUPANA ($25,000) LA CLINICA'S VOLUNTEER PHYSICIANS, NURSES, DIETICIANS, AND ONE PAID STAFF MEMBER MEET THE NON-EMERGENT NEEDS OF THE UNINSURED WILLA CARSON HEALTH RESOURCE CENTER ($25,000) THE WILLA CARSON HEALTH RESOURCE CENTER PROVIDES HEALTH CARE TO THE UNINSURED AND UNDERSERVED CHILDREN AND FAMILIES OF PINELLAS COUNTY DIABETES EDUCATION CENTER PROGRAM ($25,000) PROVIDES LOW INCOME, UNINSURED AND UNDERINSURED POPULATIONS WITH A SYSTEM OF CARE THROUGH COMPREHENSIVE DIABETES SELF-MANAGEMENT EDUCATION AND TRAINING SERVICES UNFUNDED TRANSPORTATION ($20,000) PROVIDES FREE RIDES HOME FOR PATIENTS WHO CANNOT AFFORD AN AMBULANCE WOMEN'S HEALTH ADVOCACY CENTER ($20,000) PROVIDES EDUCATION, INFORMATION, RESOURCES AND REFERRALS AIMED AT IMPROVING THE HEALTH OF WOMEN AND THEIR FAMILIES IN OUR COMMUNITY HEARTS, ART AND MORE ($7,600) THE PROGRAM PROVIDES A SOFT HANDMADE HEART-SHAPED PILLOW, WHICH IS PLACED UNDER THE ARM OF A PATIENT IMMEDIATELY FOLLOWING BREAST OR UNDERARM SURGERY MPM SOCIAL SKILLS SUCCESS PROGRAM ($7,489) ADDRESSES THE SOCIAL LEARNING DISABILITY OF CHILDREN DIAGNOSED WITH ASPERGER'S, A VARIANT OF AUTISM WITH HIGH FUNCTIONING ABILITY AND OBVIOUS SOCIAL INEPTITUDE CONTINGENCY GRANT / PASS THROUGH REQUESTS ($61,742) MORTON PLANT MEASE FOUNDATION PROVIDES THE HOSPITALS OF MORTON PLANT MEASE HEALTH CARE WITH A VARIETY OF EMERGENCY FUNDS FOR PROGRAM GRANTS THAT COULD NOT HAVE BEEN FORESEEN IN THE NORMAL GRANT CYCLE, INCLUDING: PROSTATE CANCER SCREENING PROGRAM, PARENATAL LOSS PROGRAM, CARDIAC HEALTH PROGRAM, BREAST CANCER SYMPOSIUM AND IMPLEMENTATION OF PROJECT BOOST AT MEASE COUNTRYSIDE.
EXPANDED DESCRIPTION OF GRANTS FROM 4C:   DOYLE WOMEN'S AND CHILDREN'S HEALTH INITIATIVE / BARNARD 3 GYN INPATIENT UNIT ($1,500,000) RENOVATION OF THE THIRD FLOOR OF MORTON PLANT'S BARNARD BUILDING PROVIDED 20 PRIVATE ROOMS FOR THE GYN INPATIENT UNIT WITH A PRIVATE LOUNGE. THE NEW WOMEN'S UNIT IS THE FIRST PHASE OF A LARGER PROJECT ON THE MORTON PLANT HOSPITAL CAMPUS. CALLED THE DOYLE WOMEN AND CHILDREN'S HEALTH INITIATIVE, THE PROJECT WILL RESULT IN THE CONSOLIDATION OF WOMEN'S SERVICES TO CREATE PINELLAS COUNTY'S FIRST WOMEN'S HOSPITAL WITHIN A HOSPITAL. AXELROD PAVILION ON THE MORTON PLANT HOSPITAL CAMPUS ($850,000) NAMED FOR SHIRLEY AND THE LATE HARVEY AXELROD, MORTON PLANT HOSPITAL'S NEW FOUR-STORY AXELROD PAVILION WILL BE THE NEW HOME FOR AN EXPANDED SUSAN CHEEK NEEDLER BREAST CENTER, THE CARLISLE IMAGING CENTER AND THE OFFICES OF DR. PETER BLUMENCRANZ AND DR. KATHLEEN ALLEN FROM THE COMPREHENSIVE BREAST CARE CENTER OF TAMPA BAY MEASE DUNEDIN HOSPITAL - CAPITAL ($439,415) SUPPORTS MEASE DUNEDIN'S NEW CRITICAL CARE UNIT AND THE CONSTRUCTION OF A STATE-OF-THE-ART SURGERY DEPARTMENT MORTON PLANT NORTH BAY HOSPITAL - CAPITAL ($90,000) SUPPORTS MORTON PLANT NORTH BAY'S NEW STARKEY MEDICAL TOWER AND MEDICAL OFFICE BUILDING METIMAN PORTABLE SIMULATORS ($53,065) PORTABLE, ADULT HUMAN SIMULATORS, CALLED METIMAN, HELPS TO ENHANCE THE KNOWLEDGE AND SKILL LEVELS OF NURSES DURING THE ORIENTATION UNIT EXPERIENCE PRIOR TO INDEPENDENTLY TAKING A PATIENT CARE ASSIGNMENT CONTINGENCY GRANT / PASS THROUGH REQUESTS ($197,995) MORTON PLANT MEASE FOUNDATION PROVIDES THE HOSPITALS OF MORTON PLANT MEASE HEALTH CARE WITH A VARIETY OF CAPITAL EMERGENCY FUNDS THAT COULD NOT HAVE BEEN FORESEEN IN THE NORMAL GRANT CYCLE, INCLUDING MURALS IN MEASE COUNTRYSIDE'S ER, GLIDESCOPE DEVICE AT MEASE DUNEDIN, BREAST PUMPS AT MEASE COUNTRYSIDE, AUTOMATIC EXTERNAL DEFIBRILLATORS (AEDS) AT MORTON PLANT MEASE OUTPATIENT FACILITIES, BED SCALES FOR EACH ER, RECLINERS ON THE CARDIAC SURGERY FLOOR IN THE MORGAN HEART HOSPITAL, BREAST ULTRASOUND, AND ELECTRONIC COMMUNICATION STATIONS IN EACH OF OUR HOSPITALS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
 
Employer identification number

59-1751535
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN 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 organization
Yes No
(1) MORTON PLANT HOSPITAL ASSOCIATION INC

300 PINELLAS STREET

CLEARWATER,FL33756
59-0624462 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY N/A
 
No
(2) TRUSTEES OF MEASE HOSPITAL INC

300 PINELLAS STREET

CLEARWATER,FL33756
59-0855412 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY N/A
 
No
(3) MORTON PLANT MEASE PRIMARY CARE INC

300 PINELLAS STREET

CLEARWATER,FL33756
59-3140335 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY N/A
 
No








For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
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












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












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
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 (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
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 other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) MORTON PLANT HOSPITAL ASSOCIATION INC

 B 4,867,374  
(2) TRUSTEES OF MEASE HOSPITAL INC

 B 2,214,955  
(3) MORTON PLANT MEASE PRIMARY CARE INC

 B 159,060  
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
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)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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