Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 province, country, and ZIP or foreign postal code
CLEARWATER, FL33756
D Employer identification number

59-1751535
E Telephone number

G Gross receipts $ 64,500,881
F Name and address of principal officer:
ERNESTINE MORGAN 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
subordinates?
H(b)
Are all subordinates
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 AT 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 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 27
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 40
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) ......... 6,318,318 14,199,167
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,604,964 6,392,739
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -119,343 -196,241
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 9,803,939 20,395,665
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,144,989 7,965,769
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) 1,531,236 1,564,371
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,442,404    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 987,068 1,059,676
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,663,293 10,589,816
19 Revenue less expenses. Subtract line 18 from line 12....... 140,646 9,805,849
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 113,967,642 111,711,280
21 Total liabilities (Part X, line 26)............. 7,980,165 7,627,596
22 Net assets or fund balances. Subtract line 21 from line 20..... 105,987,477 104,083,684
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
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: MORTON PLANT MEASE HEALTH CARE FOUNDATION IS COMMITTED TO SUPPORTING THE HOSPITALS OF MORTON PLANT MEASE TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY BY INSPIRING PEOPLE TO INVEST IN HIGH-QUALITY, COMPASSIONATE CARE.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 1,339,358 including grants of $ 1,312,952 ) (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 NURSING EDUCATION PROGRAM; FAMILY MEDICINE RESIDENCY CLINICAL TRAINING; CLINICAL RESEARCH STUDIES FOR FACULTY AND RESIDENT PHYSICIAN DEVELOPMENT; MULTIPLE NURSING SCHOLARSHIPS AND RECOGNITION PROGRAMS; AND EMERGENCY ASSISTANCE FOR OUR TEAM MEMBERS IN NEED. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.
4b (Code:   ) (Expenses $ 1,145,566 including grants of $ 1,122,980 ) (Revenue $   )
PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: EMOTIONAL AND SPIRITUAL SUPPORT FOR PATIENTS FIGHTING CANCER; PROSTATE, OVARIAN AND BREAST HEALTH PROGRAMS; CARDIOVASCULAR WELLNESS REHABILITATION; CAMPING RETREAT FOR ADULT CANCER SURVIVORS; MADONNA PTAK ALZHEIMER'S RESEARCH PROGRAM FOCUSED ON MEMORY LOSS DISORDERS; AND PALLIATIVE CARE OFFERING A HOLISTIC APPROACH TO TREATING PATIENTS WITH CHRONIC ILLNESS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.
4c (Code:   ) (Expenses $ 5,641,057 including grants of $ 5,529,837 ) (Revenue $   )
PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: ADVANCED TECHNOLOGY AND RENOVATIONS AT MORTON PLANT'S MORGAN HEART HOSPITAL; MAGNETIC RESONANCE IMAGING SUITE BUILD-OUT AT MORTON PLANT NORTH BAY; SURGERY DISINFECTION ROBOTS TO ELIMINATE HEALTH CARE ASSOCIATED INFECTIONS; ENHANCEMENTS TO OUR HOSPITALS' BEHAVIORAL HEALTH UNITS; FLUORESCENCE IMAGING TECHNOLOGY FOR MEASE COUNTRYSIDE SURGERY; AND BIRTHING SIMULATORS FOR CHILDBIRTH TRAINING. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH CAPITAL GRANT REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet8,125,981
Form 990 (2018)
Form 990 (2018)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick 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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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(see instructions) ....Click to see attachment
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............ Click to see attachment
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...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 direct or indirect 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 M..Click 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.
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, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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 ...
35b
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
181
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
0
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
 
 
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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 or note to any line 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
27
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
27
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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
FL , NC
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMS KATHRYN LANE1200 DRUID ROAD SOUTH   CLEARWATER,FL33756 (727) 462-7036
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) EARLE COOPER......................................................................
CHAIRMAN
 6.00
.................
  		X   X       0 0 0
(2) MARION RICH......................................................................
VICE CHAIR
 6.00
.................
  		X   X       0 0 0
(3) SYDNEY NIEWIERSKI......................................................................
TREASURER
 6.00
.................
  		X   X       0 0 0
(4) JAMES A MARTIN JR......................................................................
SECRETARY
 6.00
.................
  		X   X       0 0 0
(5) KATHLEEN G ALLEN MD......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(6) LEAH BERGOFFEN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) JON M BRETHAUER......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(8) JENNIFER BUCK MD......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) STEVEN L CASS......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(10) CAROLE CHRISTENSEN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) PETER B DIMMITT......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(12) RUTH DUPONT......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) JOHN ESTOCK......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(14) DARLENE FERENZ......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) WILLIAM J FISHER JR......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(16) WILLIAM R FRANCISCO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(17) LINDSEY CROWN HARDEE CPA......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DUANE T HOUTZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) M SCOTT KLAVANS MD........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) F BRUCE LAUER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) ANDREW LYNN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) BRAD MEINCK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) JAMES J NICHOLS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) KATE TIEDEMANN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(25) BENJAMIN C WHITED DO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(26) HAL ZIECHECK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(27) KRIS HOCE........................................................................
DIRECTOR (THROUGH 11/21/18)
 1.00
.......................45.00 		X           0 1,673,119 22,480
(28) LOUIS P GALDIERI........................................................................
DIRECTOR
 1.00
.......................45.00 		X           0 608,378 30,566
(29) ERNESTINE MORGAN CFRE........................................................................
PRESIDENT AND CEO
 60.00
.......................   		    X       234,089 0 62,248


1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 234,089 2,281,497 115,294
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 472,904
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 13,726,263
g Noncash contributions included in lines 1a - 1f:$ 869,219
h Total. Add lines 1a-1f.......MediumBullet 14,199,167
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,099,001     2,099,001
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   48,017,302
b Less: cost or other basis and sales expenses   43,723,564
c Gain or (loss)   4,293,738
d Net gain or (loss).....MediumBullet 4,293,738     4,293,738
8a Gross income from fundraising events (not including $ 472,904of contributions reported on line 1c). See Part IV, line 18 ....
a 185,411
b Less: direct expenses ...b 381,652
c Net income or (loss) from fundraising events..MediumBullet -196,241   -196,241
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
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        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 20,395,665 0 0 6,196,498
Form 990 (2018)
Form 990 (2018)
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).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 7,965,769 7,965,769
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 296,337 118,535 29,634 148,168
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 1,007,152 1,071 306,513 699,568
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 31,604   17,009 14,595
9 Other employee benefits ....... 147,824 7,935 41,004 98,885
10 Payroll taxes ........... 81,454 6,215 21,650 53,589
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 742   371 371
c Accounting ........... 36,650   36,650  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 444,112   444,112  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 229,181 5,492 6,235 217,454
12 Advertising and promotion .... 41,032 4,103 10,122 26,807
13 Office expenses ....... 62,435 2,230 36,183 24,022
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 140,624 10,682 37,337 92,605
17 Travel ............ 9,232   4,330 4,902
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 8,958   2,560 6,398
20 Interest ........... 247   247  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 51,750 3,949 13,755 34,046
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses 34,713   13,719 20,994
25 Total functional expenses. Add lines 1 through 24e 10,589,816 8,125,981 1,021,431 1,442,404
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 550 1 550
2 Savings and temporary cash investments ......... 1,296,556 2 543,145
3 Pledges and grants receivable, net ...... 4,072,578 3 8,502,584
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 ...... 190,274 9 234,084
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,623,435
b Less: accumulated depreciation 10b 1,128,397 500,524 10c 495,038
11 Investments—publicly traded securities . 76,713,962 11 76,359,753
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 ........... 31,193,198 15 25,576,126
16 Total assets. Add lines 1 through 15 (must equal line 34)... 113,967,642 16 111,711,280
Liabilities 17 Accounts payable and accrued expenses ..... 411,314 17 378,807
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 Loans and other 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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 7,568,851 25 7,248,789
26 Total liabilities. Add lines 17 through 25.. 7,980,165 26 7,627,596
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 26,370,133 27 23,085,773
28 Temporarily restricted net assets ........... 50,143,528 28 52,941,339
29 Permanently restricted net assets 29,473,816 29 28,056,572
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 105,987,477 33 104,083,684
34 Total liabilities and net assets/fund balances ........ 113,967,642 34 111,711,280
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
20,395,665
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,589,816
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
9,805,849
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
105,987,477
5
Net unrealized gains (losses) on investments ...............
5
-10,820,206
6
Donated services and use of facilities .................
6
53,389
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-942,825
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
104,083,684
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2018)
Form 990 (2018)
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 5,054,234 3,468,810 6,758,798 6,318,318 14,199,167 35,799,327
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 5,054,234 3,468,810 6,758,798 6,318,318 14,199,167 35,799,327
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).. 5,491,964
6 Public support. Subtract line 5 from line 4. 30,307,363
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 5,054,234 3,468,810 6,758,798 6,318,318 14,199,167 35,799,327
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,989,660 1,836,676 2,026,775 1,986,890 2,099,001 9,939,002
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 45,738,329
12
12
1,098,188
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
66.260 %
15
15
63.460 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.) ..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC 		Employer identification number
59-1751535
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC 		Employer identification number

59-1751535
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC 		Employer identification number

59-1751535
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2018)

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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue included on 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 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 .... 29,473,816 27,957,827 26,486,954 26,870,216 26,628,449
b Contributions ... 26,261 67,278 1,166,348 242,885 216,391
c Net investment earnings, gains, and losses -1,443,505 1,448,711 304,525 -626,147 25,376
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 28,056,572 29,473,816 27,957,827 26,486,954 26,870,216
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (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 ....   510,729 510,729 0
c Leasehold improvements   651,400 487,190 164,210
d Equipment ....   110,471 93,815 16,656
e Other .....   78,790 36,663 42,127
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 495,038
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) CASH SURRENDER VALUE LIFE INSURANCE 4,417,136
(2) EXTERNALLY CONTROLLED ENDOWMENTS 14,703,395
(3) INTEREST RECEIVABLE 71,912
(4) OTHER ASSETS 59,812
(5) REMAINDER INTEREST IN TRUST AND ESTATES 6,323,871
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 25,576,126
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
GIFT ANNUITY OBLIGATIONS 6,389,321
LIABILITY UNDER TRUST AGREEMENTS 859,468
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 7,248,789
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 8,267,408
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -10,820,206
b Donated services and use of facilities ......... 2b 78,886
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -942,825
e Add lines 2a through 2d ..................... 2e -11,684,145
3 Subtract line 2e from line 1.................. 3 19,951,553
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 444,112
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 444,112
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 20,395,665
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 10,171,201
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 XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 25,500
3 Subtract line 2e from line 1................... 3 10,145,701
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 444,115
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 444,115
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 10,589,816
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE FOUNDATION RECEIVES INCOME FROM CERTAIN ENDOWMENT FUNDS THAT ARE NEITHER IN THE FOUNDATION'S POSSESSION NOR UNDER ITS CONTROL. THESE EXTERNAL ENDOWMENT ASSETS ARE HELD IN PERPETUITY AND ARE INVESTED AND MANAGED BY OUTSIDE TRUSTEES IN ACCORDANCE WITH TRUST INSTRUMENTS ESTABLISHED BY THE DONORS. THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 26 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENTS ARE ALL DONOR-RESTRICTED ENDOWMENT FUNDS. THE FOUNDATION HAS NO BOARD-DESIGNATED ENDOWMENTS. THE BOARD OF DIRECTORS OF THE FOUNDATION HAS INTERPRETED THE FLORIDA UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (FUPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND, AND (D) FOR ENDOWMENTS INSTRUMENTS THAT ARE SILENT AS TO THE RESTRICTION OF THE EARNINGS, THE BOARD HAS DETERMINED TO RECORD ALL REALIZED AND UNREALIZED GAINS AND LOSSES THROUGH TEMPORARILY OR UNRESTRICTED DEPENDING ON THE PURPOSE RESTRICTION OF THE ENDOWMENT.
PART X, LINE 2: IN ACCORDANCE WITH ASC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES", 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 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENTS -372,947. UNCOLLECTIBLE PLEDGES -569,878.
Schedule D (Form 990) 2018


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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" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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.


(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 contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

GOLF TOURNEY
(event type) 		(b) Event #2

PLANTERS LUNCHEON
(event type) 		(c) Other events

5
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
155,103
95,124
404,344
654,571

2
Less: Contributions . . . .
95,547
78,410
298,947
472,904
3 Gross income (line 1 minus
line 2) . . . . . .
59,556
16,714
105,397
181,667



VerticalDirectExpenses
4 Cash prizes . . . . .     5,734 5,734
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 18,315   18,814 37,129
7 Food and beverages . . . 29,774 13,220 114,344 157,338
8 Entertainment . . . . 1,200 15,000 6,195 22,395
9 Other direct expenses . . . 42,990 17,186 95,136 155,312
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 377,908
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -196,241
Part III
Gaming. Complete if the organization answered "Yes" on 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 . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

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
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) MORTON PLANT HOSPITAL ASSOCIATION INC
300 PINELLAS STREET
CLEARWATER,FL33756 		59-0624462 501(C)(3) 6,382,876       SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(2) TRUSTEES OF MEASE HOSPITAL INC
300 PINELLAS STREET
CLEARWATER,FL33756 		59-0855412 501(C)(3) 1,582,892       SEE SCHEDULE O FOR GRANT DESCRIPTIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE PURPOSE OF THE MORTON PLANT MEASE HEALTH CARE FOUNDATION IS TO SUPPORT THE HEALTH CARE NEEDS OF THE COMMUNITY THROUGH 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. GRANTS ARE ONLY MADE TO THESE ORGANIZATIONS TO FURTHER THEIR MISSIONS AND EXEMPT PURPOSES.
Schedule I (Form 990) 2018



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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 on 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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1KRIS HOCE
DIRECTOR (THROUGH 11/21/18) 		(i)

(ii)		 0
-------------
1,218,991 		0
-------------
0 		0
-------------
454,128 		0
-------------
0 		0
-------------
22,480 		0
-------------
1,695,599 		0
-------------
0
2LOUIS P GALDIERI
DIRECTOR 		(i)

(ii)		 0
-------------
482,131 		0
-------------
0 		0
-------------
126,247 		0
-------------
13,750 		0
-------------
16,816 		0
-------------
638,944 		0
-------------
0
3ERNESTINE MORGAN CFRE
PRESIDENT AND CEO 		(i)

(ii)		 220,518
-------------
0 		0
-------------
0 		13,571
-------------
0 		51,919
-------------
0 		10,329
-------------
0 		296,337
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 3 SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WERE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH SULLIVAN, COTTER AND ASSOCIATES, INC., 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. OTHER OFFICERS AND KEY EMPLOYEE SALARIES ARE ESTABLISHED BY THE PRESIDENT AND CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
PART I, LINES 4A-B LINE 4A: KRIS HOCE WAS EMPLOYED THROUGH 11/21/18 AND RECEIVED A SEVERANCE PACKAGE FROM A RELATED PARTY. LINE 4B: 457(F) NONQUALIFIED RETIREMENT PLAN, 2018 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $34,108, KRIS HOCE $454,128, & LOUIS GALDIERI $126,247.
Schedule J (Form 990) 2018
Additional Data


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 10 840,445 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 28,774 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 ( )
26 Other Right pointing arrow large image ( )
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
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2018)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Return Reference Explanation
FORM 990, PART III, LINE 2 RADIATION ONCOLOGY RESEARCH ($50,000) MORTON PLANT HOSPITAL CURRENTLY HAS TWO MAJOR BREAST CANCER CLINICAL DATABASES THAT REQUIRE "MINING". THE HOSPITAL MAINTAINS ONE OF THE LARGEST SINGLE INSTITUTION DATABASES IN THE US AND OVER 10 YEARS WORTH OF LONG TERM FOLLOW-UP NEEDS TO BE ABSTRACTED FROM PATIENT RECORDS. THE LEVEL OF TIME AND EFFORT THAT WARRANT A COMPREHENSIVE UPDATE OF THE CLINICAL DATA AND OUTCOME OF THESE PATIENTS JUSTIFY THE CREATION OF A RESEARCH ASSISTANT POSITION. MAMMOGRAPHY VOUCHER PROGRAM ($40,000) COMMUNITY BREAST HEALTH SERVICES PROGRAM SERVING UNINSURED AND LOW-INCOME WOMEN WITH ACCESS TO CLINICAL BREAST EXAMS, SCREENING AND DIAGNOSTIC MAMMOGRAMS, BREAST ULTRASOUND, MRIS, FINE NEEDLE ASPIRATIONS, IMAGEGUIDED AND SURGICAL BIOPSIES, SURGICAL CONSULTATIONS, AND TREATMENT. BABY BOOKS FOR MORTON PLANT HOSPITAL NEWBORNS ($30,000) IN KEEPING WITH THE HOSPITAL'S MOTHER AND BABY UNIT THEME "THIS IS WHERE YOUR STORY BEGINS" THIS GRANT HELPED FUND NEW, HARDCOVER BABY BOOKS TO FAMILIES WHO JUST HAD A BABY BORN IN THE HOSPITAL. OVARIAN CANCER CHARITY CARE ($25,000) MANY OVARIAN CANCER PATIENTS ARE UNFUNDED OR UNDERFUNDED AND REQUIRE CHARITY CARE DURING THE DURATION OF THEIR CANCER TREATMENTS. TO ASSIST WITH THIS, THIS GRANT WILL HELP OFFSET THE COST OF THE COUNSELORS AND NAVIGATORS IN THE CANCER PATIENT SUPPORT SERVICES (CAPSS) PROGRAM THAT ALSO HELP THESE WOMEN THROUGH THEIR CANCER JOURNEY. NEUROPLASTHETICS PROGRAM ($10,950) THE ESTIMATED PREVALENCE OF DEMENTIA AMONG PERSONS OLDER THAN 70 YEARS IN THE US IS 15%. THE GOAL OF THIS TRAINING PROGRAM IS TO DRIVE BRAIN PLASTICITY WITH POSITIVE OUTCOMES REQUIRES ENGAGING OLDER ADULTS IN DEMANDING SENSORY, COGNITIVE, AND MOTOR ACTIVITIES ON AN INTENSIVE BASIS, IN A BEHAVIORAL CONTEXT DESIGNED TO RE-ENGAGE AND STRENGTHEN THE NEUROMODULATORY SYSTEMS THAT CONTROL LEARNING.
FORM 990, PART III, LINE 3 ADVANCE REGISTERED NURSE RESIDENCY PROGRAM A NON-PHYSICIAN PROVIDER INTAKE MODEL FOR PRIMARY CARE WAS NEEDED TO ENSURE THAT PATIENTS HAVE ACCESS TO QUALITY, SAFE CARE IN A TIMELY MANNER. THE AIM OF THE ADVANCE REGISTERED NURSE PRACTITIONER (ARNP) RESIDENCY PROGRAM IS TO PREPARE THE MPM NOVICE NURSE PRACTITIONER FOR PRACTICE WITH THE SUPPORT AND PRECEPTORSHIP OF PRIMARY CARE PHYSICIANS. GRANT DOLLARS FUND SALARY AND BENEFITS FOR ONE ARNP POSITION. MPM/ PINELLAS TECHNICAL COLLEGE NURSING ASSISTANT PROGRAM NURSING ASSISTANTS (NA) ARE A VITAL MEMBER OF THE PATIENT CARE DELIVERY TEAM. THIS PROGRAM ASSISTS IN FILLING VACANCIES THAT ARE LEFT AFTER OUR CURRENT PCTS GRADUATE FROM NURSING SCHOOL. MPM IS ALLOWED TO CHOOSE THE STUDENT/TEAM MEMBER, HELP DEVELOP COURSE CONTENT AND HAVE THE STUDENTS PERFORM THEIR CLINICALS IN OUR HOSPITALS. GRANT DOLLARS FUND 12 STUDENT SCHOLARSHIPS, AS WELL AS HELPING WITH BOOKS AND TUITION. FAITH COMMUNITY NURSING COORDINATOR DATA SUPPORT POSITION ALLOWS THE FAITH COMMUNITY NURSING SUPERVISOR AND COORDINATORS TO FOCUS ALL THEIR EFFORTS ON INCREASING THE AMOUNT OF FAITH COMMUNITY PARTNERS AND NURSES WE HAVE IN THE PROGRAM. WE CURRENTLY HAVE OVER 100 VOLUNTEER NURSES IN OVER 50 FAITH PARTNERS PROVIDING EDUCATION, SCREENINGS AND MATERIALS TO PROMOTE HEALTH AND WELLNESS IN THE COMMUNITIES WE SERVE. TECHNOLOGY & QUALITATIVE METRICS IN PASTORAL CARE CLINICAL PASTORAL EDUCATION (CPE) IS THE LEADING INTERNATIONAL CLINICAL TRAINING PROGRAM FOR CLERGY. IN THE PAST, EACH CHAPLAIN RECORDED THEIR ACTIVITY AT THEIR DESKTOP COMPUTER. CLARIFIRE ROUNDS DEVELOPED PRODUCTIVITY SOFTWARE FOR USE WITH THE PALLIATIVE CARE TEAM, INCLUDING CHAPLAIN RESIDENTS, CHAPLAIN INTERNS AND STAFF CHAPLAINS TO CHART THEIR DATA ON IPADS. THE IPAD CAN GO WITH THE CHAPLAIN ON ROUNDS SO THAT THE PRODUCTIVITY CAN BE CHARTED IN REAL TIME. HEALTHY MEALS TRANSITIONS CARE PROGRAM MORTON PLANT HOSPITAL TRIALED A PROGRAM TO PROVIDE HEALTHY MEALS TO 25 SELECT DISCHARGED PATIENTS 65+ OF AGE FOR 30 DAYS. THIS PROGRAM ALLOWED MPH TO PROVIDE A MEAL SERVICE PROGRAM TO IMPROVE AND MAINTAIN THE PATIENTS' HEALTH AFTER DISCHARGE, RESULTING IN FEW HOSPITALIZATIONS AND READMISSIONS. SERVICE PROVIDES HOME-DELIVERED MEALS THAT ARE LOW-SODIUM, LOW-FAT AND MEET AMERICAN HEART ASSOCIATION GUIDELINES.
PART V, LINE 2A ALTHOUGH MORTON PLANT MEASE HEALTH CARE FOUNDATION DOES HAVE EMPLOYEES WHO RECEIVE SALARIES, THEY ARE PAID BY BAYCARE HEALTH SYSTEM AND RECEIVE A W-2 FROM BAYCARE HEALTH SYSTEM. THEREFORE, THERE ARE NO W-2'S ISSUED BY MORTON PLANT MEASE HEALTH CARE FOUNDATION.
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 11B THE COMPLETE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. A COPY OF THE APPROVED FORM 990 IS THEN SENT TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. 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 ALL 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 ARE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH SULLIVAN, COTTER AND ASSOCIATES, INC., AN INDEPENDENT COMPENSATION CONSULTANT, AND DEEMED REASONABLE BASED ON THE EXPERTISE AND EXPERIENCE OF THE INDIVIDUALS. THE SALARY FOR THE PRESIDENT AND CEO IS ESTABLISHED BASED ON THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEES SALARIES ARE ESTABLISHED BY THE PRESIDENT/CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE THROUGH A REQUEST VIA MAIL OR E-MAIL, OR UPON VERBAL OR WRITTEN REQUEST AT THE FOUNDATION'S OFFICE. IN ADDITION, THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND EXTERNAL WEBSITES SUCH AS GUIDE STAR AND CHARITY NAVIGATOR.
FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -372,947. UNCOLLECTIBLE PLEDGES -569,878.
PART XII, LINE 2C THE AUDIT REPORT IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE AUDITORS THEN PRESENT THE AUDIT REPORT TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING WHERE IT IS REVIEWED. A COMPLETE COPY IS THEN MADE AVAILABLE 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). OVER THE PAST DECADE, FOUNDATION HAS GRANTED NEARLY $70 MILLION TO THE HOSPITALS OF MORTON PLANT MEASE FOR THE PURCHASE OF CUTTING-EDGE, LIFESAVING EQUIPMENT, STATE-OF-THE-ART FACILITIES, AND THE FUNDING OF INNOVATIVE PROGRAMS AND SERVICES. THANKS TO OUR PHILANTHROPICALLY GENEROUS COMMUNITY, IN 2018 THE FOUNDATION GRANTED NEARLY $8 MILLION IN CASH FOR 35 PROGRAM GRANTS AND 22 CAPITAL GRANTS TO OUR HOSPITALS FOR THE FOLLOWING PROJECTS:
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EXPANDED DESCRIPTION OF GRANTS FROM 4A (ENHANCING CLINICAL CARE): FAMILY MEDICINE RESIDENCY PROGRAM ($525,000) THE FAMILY MEDICINE RESIDENCY PROGRAM PROVIDES PHYSICIAN EDUCATION AND CLINICAL TRAINING FOR 24 RESIDENTS OF THE USF MORSANI COLLEGE OF MEDICINE. ADDITIONALLY, THE RESIDENCY, IN CONJUNCTION WITH OPERATIONS OF THE TURLEY FAMILY HEALTH CENTER, WILL SUPPORT 42,000 PATIENT VISITS PER YEAR, AS WELL AS LABORATORY, IMAGING AND SOCIAL SERVICES. GRANT DOLLARS FUND CLINIC OPERATIONS, PHYSICIAN STAFFING, RESIDENCY ADMINISTRATION AND FACILITY EXPENSE. ELEANOR THOMPSON NURSING SCHOOL ($156,576) NURSING ASSISTANTS ARE A VITAL MEMBER OF THE PATIENT CARE DELIVERY TEAM. THEY PROVIDE DIRECT PATIENT CARE AND SPEND THE MAJORITY OF TIME IN DIRECT CONTACT WITH THE PATIENT AND FAMILY. WITH THE CURRENT ECONOMIC SITUATION, THERE IS NO LONGER A QUALITY NURSING ASSISTANT SCHOOL IN OUR SERVICE AREA. THIS PROGRAM HELPS TEACH OUR OWN NURSING ASSISTANTS AND PREPARE THEM FOR THE DR. GEORGE MORRIS EARN AS YOU LEARN RN PROGRAM. DR. GEORGE MORRIS EARN AS YOU LEARN NURSING PROGRAMS ($143,858) THE DR. GEORGE MORRIS EARN AS YOU LEARN PROVIDES PARTICIPANTS INTERESTED IN BECOMING A NURSE THE OPPORTUNITY TO ATTEND COLLEGE AND WORK PART-TIME IN ONE OF OUR HOSPITALS. THE PROGRAM HELPS FOSTER THE GROWTH OF OUR TEAM MEMBERS TO ENTER OR ADVANCE IN THE NURSING PROFESSION BY PROVIDING BOOKS AND ACCESS TO NEEDS-BASED FINANCIAL SCHOLARSHIPS SO THEY CAN BETTER FOCUS ON SCHOOL WHILE CONTINUING TO SUPPORT THEIR FAMILIES. FAMILY CARE FUND ($117,752) WHEN UNEXPECTED EMERGENCIES AND EVENTS OCCUR IN OUR LIVES, MEETING OUR EVERYDAY NEEDS AND RESPONSIBILITIES CAN BECOME DIFFICULT. ASSISTANCE TO TEAM MEMBERS FACING THESE UNANTICIPATED AND UNUSUAL SITUATIONS IS AVAILABLE THROUGH THE FAMILY CARE FUND. THE FUND NEARLY 200 REQUESTS FOR ASSISTANCE AND PROVIDED OVER $117,000 TO TEAM MEMBERS WHO HAD NOWHERE ELSE TO TURN. NAPPI TRAINING FOR EMERGENCY DEPARTMENT PERSONNEL ($60,000) WORKPLACE VIOLENCE IS ON THE RISE WITH PARTICULAR FOCUS AND INCREASING NUMBERS OCCURRING IN HEALTH CARE SETTING AND EVEN MORE SPECIFICALLY, IN THE ED. NURSES ARE TAKING THE BRUNT OF THIS ABUSE AND IT'S ESTIMATED THAT MANY EVENTS GO UNREPORTED. NAPPI (NON-ABUSIVE PSYCHOLOGICAL AND PHYSICAL INTERVENTION) PROVIDES TRAUMA INFORMED CARE TECHNIQUES AIMED AT KEEPING PEOPLE SAFE EMOTIONALLY, PHYSICALLY AND BY AVOIDING RE-TRAUMATIZATION. AL EADDY FAMILY MEDICINE RESEARCH CENTER ($50,000) THIS GRANT PROMOTES RESEARCH BASED EDUCATION AND STRUCTURED CLINICAL STUDIES FOR THE FAMILY MEDICINE FACULTY AND RESIDENTS. SCHOLARLY ACCOMPLISHMENTS PROVIDED THROUGH THIS FUNDING DISTINGUISH OUR FACULTY AND RESIDENTS REGIONALLY AND NATIONALLY, AS WELL AS ENHANCING THE QUALITY AND SCOPE OF PATIENT CARE IN OUR COMMUNITY. GRANT DOLLARS OFFSET PHYSICIAN SALARIES, DATA MANAGEMENT SUPPORT AND EDUCATION SUPPLIES. WOW! AWARDS ($50,000) CELEBRATED DURING NATIONAL NURSES WEEK AND HOSPITAL WEEK IN MAY, THE WOW! NURSING AND TEAM MEMBER EXCELLENCE AWARDS HONORS OUR COMPASSIONATE NURSES AND TEAM MEMBERS WHO EXEMPLIFY OUTSTANDING CUSTOMER SERVICE, TEAMWORK AND COMMITMENT TO EXCELLENCE. WINNERS ARE NOMINATED BY FELLOW TEAM MEMBERS AND ARE SELECTED BY A COMMITTEE COMPRISED OF A CROSS SECTION OF TEAM MEMBERS, INCLUDING LEADERSHIP AND PEERS. LOIS ODENCE PLANTERS SCHOLARSHIPS ($37,500) IN 2001, THE LOIS ODENCE ENDOWMENT WAS ESTABLISHED WITH GIFTS MADE IN MEMORY OF MRS. ODENCE, A PLANTERS FOUNDER, AND AN EMPHASIS ON NURSING BEGAN. NURSING STUDENTS HAVE FINANCIAL NEEDS IN EXCESS OF THOSE PROVIDED BY TUITION ASSISTANCE. EACH YEAR, SCHOLARSHIPS ARE AWARDED TO NURSING STUDENTS AT THE HOSPITALS OF MORTON PLANT MEASE TO HELP DEFRAY EXPENSES BEYOND THEIR NURSING SCHOOL NEEDS. TO DATE, MORE THAN $200,000 HAS BEEN GIVEN TO MORE THAN 100 DESERVING NURSING STUDENTS. KATHERINE T. SMITH SCHOLARSHIP ($36,000) THE HOSPITALS OF MPM PROVIDE SCHOLARSHIPS FOR REGISTERED NURSES WHO ARE PURSUING A BACHELORS OR MASTER'S DEGREE IN NURSING. MORTON PLANT MEASE NEEDS BACCALAUREATE AND MASTERS PREPARED NURSES TO SERVE AS CLINICAL EXPERTS FOR STAFF AND TO DIRECT CARE. ALL GRANT DOLLARS GO TO FUNDING SCHOLARSHIPS. VOLUNTEER NURSE PROGRAM ($31,791) 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. VOLUNTEER NURSES SERVE AS "AMBASSADORS OF CARE" PROVIDING POSITIVE HOSPITAL EXPERIENCES FOR PATIENTS BY ASSISTING WITH MEALS, HYGIENE, PROCEDURES, COMFORT, DIVERSIONS, AND PATIENT EDUCATION. GRANT DOLLARS FUND THE SALARY AND BENEFITS OF THE PART-TIME VOLUNTEER NURSE COORDINATOR. JOAN CLOW SEMINAR FUND ($23,800) THE JOAN CLOW SEMINAR FUND PAYS FOR OUR NURSES TO ATTEND A NATIONAL CONFERENCE IN THEIR AREA OF SPECIALTY. THE EVIDENCE-BASED KNOWLEDGE ACQUIRED AT THESE NATIONAL CONFERENCES WILL ENHANCE PATIENT CARE AND WILL BE SHARED WITH OTHER NURSES IN THE PATIENT SERVICES DIVISION. EACH NURSE IS REQUIRED TO WRITE AN ARTICLE FOR NURSES'S NOTES TO SHARE THEIR EXPERIENCE AND KNOWLEDGE WITH THEIR COLLEAGUES. PEACE MEMORIAL JOSEPH CLAPP SCHOLARSHIP ($20,000) RESEARCH CONTINUES TO PROJECT THAT DESPITE THE CURRENT EASING OF THE NURSING SHORTAGE, DUE TO THE RECESSION, THE US NURSING SHORTAGE IS PROJECTED TO NEED 525,000 REPLACEMENTS NURSES IN THE WORKFORCE BRINGING THE TOTAL NUMBER OF JOB OPENINGS FOR NURSES DUE TO GROWTH AND REPLACEMENTS TO 1.05 MILLION BY 2022. "GROWING OUR OWN" WILL BE LESS EXPENSIVE IN THE LONG RUN. THE EAYL PROGRAM ALSO PRODUCES EMPLOYEE LOYALTY AND INCREASES RETENTION. PHYSICAL THERAPIST EARN AS YOU LEARN ASSISTANT ($15,500) THIS PROGRAM FUNDS SCHOLASTIC AND PRACTICAL EDUCATION IN THE PHYSICAL THERAPY FIELD. A PHYSICAL THERAPIST ASSISTANT (PTA) IS A LICENSED PROFESSIONAL WITH AN ASSOCIATE OF SCIENCE DEGREE. THE PTA EARN AS YOU LEARN PROGRAM ALLOWS THE PARTICIPANT TO ATTEND COLLEGE AND WORK PART-TIME AS A REHAB TECH TO OBTAIN TOTAL EARNINGS UP TO 40 HOURS PER WEEK DURING THE 2 YEAR PROGRAM. GRANT DOLLARS FUND SCHOLARSHIPS FOR TWO STUDENTS. CHRISTENSEN FAMILY FOUNDATION SCHOLARSHIP ($10,000) THE DALE AND CAROLE CHRISTENSEN NURSING SCHOLARSHIP WAS ESTABLISHED BY THE CHRISTENSEN FAMILY FOUNDATION AS A WAY TO HONOR DALE WHO PASSED AWAY FROM PROSTATE CANCER AT MEASE DUNEDIN HOSPITAL. AS A WAY TO GIVE BACK, THE FAMILY ESTABLISHED THIS SCHOLARSHIP TO ASSIST TEAM MEMBERS WHO ARE PURSUING A NURSING CAREER OR ARE CURRENTLY STRIVING TO ADVANCE THEIR PROFESSIONAL EDUCATION. ALL GRANT DOLLARS GO TO FUNDING SCHOLARSHIPS. JERRY MASSEY SCHOLARSHIP ($10,000) GERALD C. "JERRY" MASSEY DIED UNEXPECTEDLY ON MONDAY, JANUARY 25, 2016. JERRY WORKED FOR THE HEALTH SYSTEM FOR MORE THAN 30 YEARS. JERRY WAS DEARLY LOVED AND RESPECTED BY ALL WHO KNEW HIM AND WILL BE DEEPLY MISSED BY THE MORTON PLANT MEASE FAMILY. THE JERRY MASSEY SCHOLARSHIP FUND WILL PROVIDE SCHOLARSHIPS FOR GRADUATE STUDENTS IN HEALTH CARE ADMINISTRATION INTERNING IN ONE OF OUR MORTON PLANT MEASE HOSPITALS.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EXPANDED DESCRIPTION OF GRANTS FROM 4B (DISEASE SPECIFIC AND COMMUNITY OUTREACH): CANCER PATIENT SUPPORT SERVICES / CAPSS ($300,000) CAPSS WAS DEVELOPED TO ADDRESS THE PSYCHOSOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF ALL CANCER PATIENTS, THEIR FAMILIES AND FRIENDS. OVER 4,800 CANCER PATIENTS WERE SEEN IN MPM HEATH CARE FACILITIES IN 2016, AND SERVICES ARE PROVIDED AT NO CHARGE TO ANYONE IN THE COMMUNITY, REGARDLESS OF WHERE THEY RECEIVE THEIR TREATMENT. THE CAPSS TEAM INCLUDES LICENSED CLINICAL SOCIAL AND MENTAL HEALTH COUNSELORS AND A CASE MANAGER. PALLIATIVE CARE SERVICES ($250,000) THIS PROGRAM OFFERS A HOLISTIC APPROACH TO RELIEVING THE PAIN, SUFFERING AND STRESS FOR PATIENTS EXPERIENCING CHRONIC ILLNESS WITH EMOTIONAL, PSYCHOSOCIAL AND SPIRITUAL SUPPORT. THE FOCUS OF THIS APPROACH IS ON PROVIDING COMPASSIONATE, SPECIALIZED ATTENTION TO THE NEEDS OF PATIENTS AND THEIR FAMILIES IN ORDER TO MAKE THEIR REMAINING YEARS AS COMFORTABLE AS POSSIBLE. GRANT DOLLARS HELP FUND THREE CHAPLAINS, FOUR LICENSED COUNSELORS AND ONE PART-TIME MASSAGE THERAPIST. COMPREHENSIVE BREAST HEALTH PROGRAM ($110,000) OUR HOSPITALS ARE COLLABORATING WITH THE MAMMOGRAPHY VOUCHER PROGRAM (MVP) TO PROVIDE 500 UNINSURED AND LOW-INCOME WOMEN WITH MAMMOGRAMS AND DIAGNOSTIC PROCEDURES WITHIN OUR HEALTH SYSTEM TO ENSURE THAT ANYONE DIAGNOSED WITH BREAST CANCER IS PROVIDED ACCESS TO TREATMENT. THIS GRANT ALLOWS FOR A FULL-TIME BREAST NURSE NAVIGATOR, WHO PROVIDES EMOTIONAL SUPPORT FOR THE PATIENT AND FAMILY, COMMUNITY RESOURCE INFORMATION AND HELPS INTERFACE WITH TREATMENT PROVIDERS FOR SUCCESSFUL OUTCOMES. MADONNA PTAK CENTER FOR ALZHEIMER'S RESEARCH AND MEMORY DISORDERS ($104,250) THE MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS IS DEDICATED TO QUALITY OF LIFE ISSUES FOR FAMILIES LIVING WITH ALZHEIMER'S DISEASE AND OTHER MEMORY LOSS CONDITIONS. GRANT DOLLARS FUND DRIVEABLE, RESPITE CARE, MEMORY FIT TRAINING, TRANSPORTATION ASSISTANCE, MEDICATION ASSISTANCE, WANDERING PREVENTION ASSISTANCE, EDUCATION MATERIALS, AND THE MEDICAL DIRECTOR. POWER PROGRAM ($59,000) THIS SPECIALLY DESIGNED PROGRAM FOR OUR BREAST CANCER PATIENTS HELPS TO GUIDE AND SUPPORT EACH WOMAN THROUGH HER JOURNEY BY INTEGRATING PHYSICAL ACTIVITY, PROPER NUTRITION AND EMOTIONAL SUPPORT INTO ONE'S LIFESTYLE. SURVIVORS ENGAGED IN AN EXERCISE PROGRAM HAVE A 40% LESS CHANCE OF RE-OCCURRENCE THAN THOSE WHO DO NOT ENGAGE IN A PROGRAM. GRANT DOLLARS HELP FUND PERSONAL TRAINING SESSIONS, YOGA CLASSES AND ADMINISTRATIVE HOURS. RADIATION ONCOLOGY RESEARCH ($50,000) MORTON PLANT HOSPITAL CURRENTLY HAS TWO MAJOR BREAST CANCER CLINICAL DATABASES THAT REQUIRE "MINING". THE HOSPITAL MAINTAINS ONE OF THE LARGEST SINGLE INSTITUTION DATABASES IN THE US AND OVER 10 YEARS WORTH OF LONG TERM FOLLOW-UP NEEDS TO BE ABSTRACTED FROM PATIENT RECORDS. THE LEVEL OF TIME AND EFFORT THAT WARRANT A COMPREHENSIVE UPDATE OF THE CLINICAL DATA AND OUTCOME OF THESE PATIENTS JUSTIFY THE CREATION OF A RESEARCH ASSISTANT POSITION. CAMP LIVING SPRINGS: CANCER SURVIVOR RETREAT ($46,030) CAMP LIVING SPRINGS PROMOTES CAMARADERIE, RELAXATION AND SHARED EXPERIENCES WHILE NURTURING THE SPIRIT OF THOSE TOUCHED BY CANCER. THIS ONEOFAKIND, THREEDAY CAMPING EXPERIENCE FOR ADULT CANCER SURVIVORS IS OFFERED AT NO COST TO 90 PARTICIPANTS EACH YEAR AND STAFFED WITH VOLUNTEERS, NURSES, AND COUNSELORS WHO DONATE THEIR TIME. GLADYS DOUGLAS FOREVER FIT ($43,000) THE FOREVER FIT PROGRAM IS A SUPERVISED, PERSONALIZED EXERCISE PROGRAM FOR INDIVIDUALS WHO NEED A FITNESS PROGRAM BASED ON CARDIOVASCULAR, STRENGTH, BALANCE AND AGILITY IMPROVEMENT, AS WELL AS FALL PREVENTION. THE PROGRAM IS DESIGNED TO HELP THE PARTICIPANT BEGIN OR CONTINUE A FITNESS PROGRAM AND GIVE THEM THE TOOLS AND SKILLS TO TRANSITION INTO EXERCISING INDEPENDENTLY. MAMMOGRAPHY VOUCHER PROGRAM ($40,000) COMMUNITY BREAST HEALTH SERVICES PROGRAM SERVING UNINSURED AND LOW-INCOME WOMEN WITH ACCESS TO CLINICAL BREAST EXAMS, SCREENING AND DIAGNOSTIC MAMMOGRAMS, BREAST ULTRASOUND, MRIS, FINE NEEDLE ASPIRATIONS, IMAGEGUIDED AND SURGICAL BIOPSIES, SURGICAL CONSULTATIONS, AND TREATMENT. BABY BOOKS FOR MORTON PLANT HOSPITAL NEWBORNS ($30,000) IN KEEPING WITH THE HOSPITAL'S MOTHER AND BABY UNIT THEME "THIS IS WHERE YOUR STORY BEGINS" THIS GRANT HELPED FUND NEW, HARDCOVER BABY BOOKS TO FAMILIES WHO JUST HAD A BABY BORN IN THE HOSPITAL. PROSTATE CANCER PROGRAM ($25,000) PROSTATE CANCER IS THE MOST COMMONLY DIAGNOSED MALIGNANCY IN MEN IN THE US. AFRICAN-AMERICAN MEN HAVE A 60% HIGHER RATE OF BEING DIAGNOSED AND A 50% GREATER CHANCE OF DYING FROM THIS DISEASE. THIS GRANT WILL PROVIDE FUNDING FOR COMMUNITY OUTREACH, DIAGNOSIS, TREATMENT AND COUNSELING SERVICES FOR UNDERSERVED MEN THROUGHOUT THE MPM HEALTH SYSTEM. OVARIAN CANCER CHARITY CARE ($25,000) MANY OVARIAN CANCER PATIENTS ARE UNFUNDED OR UNDERFUNDED AND REQUIRE CHARITY CARE DURING THE DURATION OF THEIR CANCER TREATMENTS. TO ASSIST WITH THIS, THIS GRANT WILL HELP OFFSET THE COST OF THE COUNSELORS AND NAVIGATORS IN THE CANCER PATIENT SUPPORT SERVICES (CAPSS) PROGRAM THAT ALSO HELP THESE WOMEN THROUGH THEIR CANCER JOURNEY. INDIGENT PRESCRIPTION PROGRAM ($25,000) AS A MEDICARE LICENSED HEALTH CARE SYSTEM, WE ARE REQUIRED TO PROVIDE AN APPROPRIATE, SAFE DISCHARGE FOR ALL PATIENTS IN ALL OF OUR FACILITIES, REGARDLESS OF PAYER SOURCE OR AVAILABLE RESOURCES. THIS GRANT ALLOWS US TO SAFELY TRANSITION THE PATIENT INTO THE COMMUNITY. GRANT DOLLARS HELP FUND WOUND VACS, PRESCRIPTION DRUGS, HOME HEALTH SERVICES, LOCAL TRANSPORTATION, AND MEDICAL LIFE VESTS AND EQUIPMENT. NEUROPLASTHETICS PROGRAM ($10,950) THE ESTIMATED PREVALENCE OF DEMENTIA AMONG PERSONS OLDER THAN 70 YEARS IN THE US IS 15%. THE GOAL OF THIS TRAINING PROGRAM IS TO DRIVE BRAIN PLASTICITY WITH POSITIVE OUTCOMES REQUIRES ENGAGING OLDER ADULTS IN DEMANDING SENSORY, COGNITIVE, AND MOTOR ACTIVITIES ON AN INTENSIVE BASIS, IN A BEHAVIORAL CONTEXT DESIGNED TO RE-ENGAGE AND STRENGTHEN THE NEUROMODULATORY SYSTEMS THAT CONTROL LEARNING.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EXPANDED DESCRIPTION OF GRANTS FROM 4C (CAPITAL GRANTS): MORTON PLANT MEASE HEALTH CARE FOUNDATION PROVIDES THE HOSPITALS WITH A VARIETY OF CAPITAL FUNDS TO SUPPORT INNOVATIVE MEDICAL TECHNOLOGIES AND FACILITY UPGRADES. IN 2018, THESE CAPITAL FUNDS PURCHASED THE FOLLOWING: MORGAN HEART HOSPITAL ($2,986,872) THANKS TO OVERWHELMING SUPPORT FOR THE MORGAN HEART HOSPITAL COMMUNITY CHALLENGE, THE FOUNDATION FUNDED SEVERAL GRANTS FOR MORGAN HEART HOSPITAL, INCLUDING FUNDING TO RENOVATE THE HOSPITAL'S ELECTROPHYSIOLOGY LAB, PURCHASE A PORTABLE POINT OF CARE ULTRASOUND, NEW CARDIAC MONITORS AND SURGICAL LIGHTNING UPGRADES. MORTON PLANT NORTH BAY ULTRASOUND AND READING ROOM ($750,000) MORTON PLANT NORTH BAY PREVIOUSLY HAD TWO ULTRASOUND MACHINES AND ONE ULTRASOUND ROOM. THE SECOND MACHINE WAS EITHER MOVING THROUGH THE HOSPITAL TO PERFORM PORTABLE EXAMS OR EXAMS IN THE HOLDING AREA BEHIND A CURTAIN. FOR MANY EXAMS, THIS LACK OF PRIVACY PROHIBITED THE EXAM FROM BEING PERFORMED. THIS GRANT SUPPORTED THE CONSTRUCTION TO MOVE THE RADIOLOGIST READING ROOM TO ALLOW SPACE FOR TWO RADIOLOGISTS TO INTERPRET STUDIES. TRU-D SMARTUV DISINFECTION TECHNOLOGY ($501,000) FUNDED A TOTAL OF SIX TRU-D SYSTEMS FOR OUR HOSPITAL'S OPERATING ROOMS AND REHAB CENTER TO HELP KILL DEADLY PATHOGENS AND COMMON HEALTH CARE-ASSOCIATED INFECTION CULPRITS. TRU-D IS A PORTABLE UV DISINFECTION SYSTEM THAT DELIVERS AN AUTOMATED, MEASURED DOSE OF UVC LIGHT TO DISINFECT AN ENTIRE ROOM DURING A SINGLE CYCLE. OPERATING FROM A SINGLE POSITION IN THE ROOM, TRU-D ENSURES SIGNIFICANT PATHOGEN REDUCTION IN DIRECT AND SHADOWED AREAS. BEHAVIORAL HEALTH FURNITURE ($332,317) THREE DIFFERENT GRANTS HELPED TRANSFORM THE FURNITURE AND SPACE AT THE NORTH BAY RECOVERY CENTER, A 72-BED NON-HOSPITAL BASED INPATIENT PSYCHIATRIC FACILITY, MEASE DUNEDIN'S 32-BED UNIT THAT PROVIDES PSYCHIATRIC INPATIENT SERVICES, AND OUTDOOR SEATING, TABLES AND MURAL AT MORTON PLANT HOSPITAL. THESE GRANTS WILL ENHANCE THE MENTAL, PHYSICAL AND SPIRITUAL HEALING PROCESS FOR OUR PATIENTS. MRI AT MORTON PLANT NORTH BAY HOSPITAL ($250,000) GRANT TO MORTON PLANT NORTH BAY HOSPITAL HELPED PURCHASE A NEW MAGNETIC RESONANCE IMAGING (MRI) THAT PRODUCES HIGHER QUALITY, HIGHER RESOLUTION IMAGES FOR DOCTORS, THANKS TO ITS MORE POWERFUL MAGNET. THE NEW MRI ALSO HAS A LARGER BORE, ALLOWING LARGER PATIENTS TO RECEIVE TESTING AND NOT HAVE TO BE TRANSFERRED. MADONNA PTAK REHAB KITCHEN RENOVATION ($152,160) THIS GRANT HELPED RENOVATE MADONNA PTAK REHAB'S KITCHEN, WHICH WAS 25 YEARS OLD AND IN NEED OF NEW EQUIPMENT AND RE-DESIGN. PATIENTS AT THE REHAB CENTER EXPERIENCE AN AVERAGE LENGTH OF STAY OF 19 DAYS. TO ENSURE QUALITY FOOD SERVICE AND SAFER FOOD PREPARATION, THIS GRANT HELPED REPLACE TABLES, REFRIGERATORS, OVENS, DISH WASHING CONVEYOR BELT SYSTEM, NEW FLOORING, ETC. ENHANCE NOVADAQ ENDOSCOPIC FLUORESCENCE IMAGING SYSTEM ($147,000) FLUORESCENCE IMAGING TECHNOLOGY IS BECOMING STANDARD OF CARE TO ASSIST THE SURGEON IN VALIDATING PERFUSION IN COLORECTAL, ESOPHAGEAL AND BARIATRIC SURGERIES. IMAGING SYSTEM PROVIDES REAL-TIME, TRUE HD WHITE LIGHT AND ON-DEMAND HD FLUORESCENCE IMAGING THROUGH A LAPAROSCOPE, ENABLING SURGEONS TO VISUALIZE TISSUE PERFUSION AND ANATOMICAL STRUCTURES DURING MINIMALLY INVASIVE PROCEDURES. OB BIRTHING SIMULATOR ($95,741) AS PART OF THE WEISS FAMILY MEMORIAL CHALLENGE, COMMUNITY SUPPORT HELPED GRANT AN ADVANCED BIRTHING SIMULATOR TO TRAIN OUR NURSES PRACTICE RESPONDING TO CHILDBIRTH COMPLICATIONS AND LIFE-THREATENING EMERGENCIES. THE SIMULATOR FEATURES INTERACTIVE EYES, PROGRAMMABLE BREATHING AND TRUE-TO-LIFE SHOULDER DYSTOCIA, BREECH, AND C-SECTION DELIVERIES. VOLUNTEER RESOURCES: CARELIFT AND CARERIDE REPLACEMENTS ($92,545) THROUGH A GRANT TO THE HOSPITALS OF MPM, TWO NEW VANS WERE PURCHASED FOR VOLUNTEER RESOURCES SO THAT THEY COULD CONTINUE THEIR SERVICE OF OFFERING FREE RIDES TO AND FROM MEDICAL APPOINTMENTS THROUGH OUR VAN TRANSPORTATION SERVICES. TRANSPORTATION SERVICES CAN LITERALLY BE A LIFELINE FOR PATIENTS WHO MIGHT NOT OTHERWISE FOLLOW THROUGH WITH MEDICAL APPOINTMENTS AND THERAPY TREATMENTS. MEASE COUNTRYSIDE NICU GIRAFFE OMNIBED ($81,823) THESE BEDS SIMPLIFY CARE WITH A FULL-FEATURED INCUBATOR AND A RADIANT WARMER IN A SINGLE PRODUCT AND HELP REDUCE STRESS TO THE NEWBORN BY PROVIDING A WARM, QUIET PLACE TO HEAL. STRESS ON THE INFANT, STAFF, AND FAMILY MEMBERS IS REDUCED BY ELIMINATING THE NEED TO TRANSFER THE BABY BETWEEN INCUBATORS AND WARMERS. MADONNA PTAK REHAB LOBBY RENOVATION ($40,000) THE REHAB CENTER AT MORTON PLANT'S 120-BED FACILITY OFFERS PHYSICAL, OCCUPATIONAL, SPEECH AND RECREATIONAL THERAPY ALONG WITH SKILLED NURSING, WOUND CARE, PAIN MANAGEMENT AND MANY OTHER SERVICES. FOUNDATION DONORS CAME TOGETHER TO DONATE FUNDS TO HELP RENOVATE THE CENTER'S RECEPTION LOBBY WITH AN UPDATED LOOK. NURSING EDUCATION EQUIPMENT ($14,238) DEFIBRILLATORS AND EKG RHYTHM SIMULATORS WERE GRANTED TO THE SALLY L. BAILEY NURSING EDUCATION CENTER ON THE MEASE DUNEDIN HOSPITAL TO HELP TRAIN NURSING STUDENTS AND BUILD CONFIDENCE ON ESSENTIAL HOSPITAL EQUIPMENT. MEASE DUNEDIN EXPANSION FOR SIMLAB ($14,000) AS PART OF THE FOUNDATION'S NURSING EXCELLENCE CAMPAIGN, THIS GRANT RENOVATED SPACE TO BEGIN THE PROCESS OF BUILDING A SIMULATION LAB INSIDE THE SALLY L. BAILEY NURSING EDUCATION CENTER IN AN EFFORT TO ENHANCE NURSING KNOWLEDGE, SKILLS AND ABILITIES TO PROVIDE SAFE, QUALITY CARE. MEASE COUNTRYSIDE PEDIATRIC EMERGENCY DEPARTMENT SENSORY EQUIPMENT ($12,180) THIS GRANT PROVIDED CHILDREN IN MEASE COUNTRYSIDE'S EMERGENCY DEPARTMENT WITH A SENSORY CART AND CALMING CEILING TILES MORE SUITABLE FOR PEDIATRIC PATIENTS WITH SENSORY ISSUES. THESE ITEMS WILL BETTER SERVE PATIENTS WITH SENSORY ISSUES, DEVELOPMENTAL DELAYS, AND THOSE WITH AUTISM SPECTRUM DISORDER.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
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 (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)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










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


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