TY 2021 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) WILLIAM J FISHER JR...................................................................... CHAIRMAN	6.00 .................	X	X
(2) SYDNEY NIEWIERSKI...................................................................... VICE CHAIR	6.00 .................	X	X
(3) JON M BRETHAUER...................................................................... TREASURER	6.00 .................	X	X
(4) DARLENE D FERENZ...................................................................... SECRETARY	6.00 .................	X	X
(5) FRED AHARI...................................................................... DIRECTOR	1.00 .................	X
(6) MICHAEL BARRY MD...................................................................... DIRECTOR	1.00 .................	X
(7) RAY BOUCHARD...................................................................... DIRECTOR	1.00 .................	X
(8) ALLIE CANTONIS...................................................................... DIRECTOR	1.00 .................	X
(9) PETER B DIMMITT...................................................................... DIRECTOR	1.00 .................	X
(10) KEVIN DONOGHUE...................................................................... DIRECTOR	1.00 .................	X
(11) JOHN G ESTOCK...................................................................... DIRECTOR	1.00 .................	X
(12) YVES GABRIEL MD...................................................................... DIRECTOR	1.00 .................	X
(13) GERRY GOLDHAMMER...................................................................... DIRECTOR	1.00 .................	X
(14) LINDSEY CROWN HARDEE CPA...................................................................... DIRECTOR	1.00 .................	X
(15) DUANE T HOUTZ...................................................................... DIRECTOR	1.00 .................	X
(16) M SCOTT KLAVANS MD...................................................................... DIRECTOR	1.00 .................	X
(17) THOMAS J KUREY III...................................................................... DIRECTOR	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990)

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 instructions and the latest information.

OMB No. 1545-0047

2021

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	6,318,318	14,199,167	6,465,978	4,290,245	15,490,066	46,763,774
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	6,318,318	14,199,167	6,465,978	4,290,245	15,490,066	46,763,774
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) ..						10,499,128
6	Public support. Subtract line 5 from line 4.						36,264,646

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	6,318,318	14,199,167	6,465,978	4,290,245	15,490,066	46,763,774
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,986,890	2,099,001	2,476,625	2,034,005	2,177,417	10,773,938
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						57,537,712

Gross receipts from related activities, etc. (see instructions) ..................

858,707

First 5 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

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

63.030 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

66.930 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2021

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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 on 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.)..

First 5 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

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, 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 2021. 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 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

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) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization MORTON PLANT MEASE HEALTH CARE FOUNDATION INC

Part I Contributors	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
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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) (2021)

Schedule B (Form 990) (2021)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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 instructions and the latest information.

OMB No. 1545-0047

2021

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	31,401,520	30,053,865	28,056,572	29,473,816	27,957,827
b	Contributions ...			2,852	26,261	67,278
c	Net investment earnings, gains, and losses	1,530,723	1,347,655	1,994,441	-1,443,505	1,448,711
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	32,932,243	31,401,520	30,053,865	28,056,572	29,473,816

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

100.000 %

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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	667,780	575,138	92,642
d	Equipment ....	125,111	113,501	11,610
e	Other .....	85,760	72,920	12,840
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				389,137

Schedule D (Form 990) 2021

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.)

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.)

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				4,866,081
(2)EXTERNALLY CONTROLLED ENDOWMENTS				19,571,521
(3)INTEREST RECEIVABLE				47,647
(4)OTHER ASSETS				59,780
(5)REMAINDER INTEREST IN TRUST AND ESTATES				5,827,809
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				30,372,838

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
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	5,623,163
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) 2021

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	28,532,328
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	2,516,124
b	Donated services and use of facilities .........	2b	70,114
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	1,828,202
e	Add lines 2a through 2d .....................			2e	4,414,440
3	Subtract line 2e from line 1..................			3	24,117,888
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	484,151
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	484,151
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	24,602,039

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	12,529,016
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	325,767
e	Add lines 2a through 2d....................			2e	351,267
3	Subtract line 2e from line 1...................			3	12,177,749
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	484,151
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	484,151
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	12,661,900

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:	THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2021 AND 2020, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN SPLIT-INTEREST AGREEMENTS 1,508,685. UNCOLLECTIBLE PLEDGES -6,250. SPECIAL EVENT EXPENSES 325,767.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES 325,767.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

If "Yes," list the 10 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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

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) 2021

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.

		(a) Event #1 TOAST TO LIFE (event type)	(b) Event #2 GOLF TOURNEY (event type)	(c) Other events 3 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	211,880	142,092	129,750	483,722
2	Less: Contributions . . . .	178,345	122,215	82,790	383,350
3	Gross income (line 1 minus line 2) . . . . . .	33,535	19,877	46,960	100,372

4	Cash prizes . . . . .			5,000	5,000
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	1,800	21,910	475	24,185
7	Food and beverages . . .	36,152	37,540	17,199	90,891
8	Entertainment . . . .	17,627		7,730	25,357
9	Other direct expenses . . .	73,332	52,279	54,723	180,334
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				325,767
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-225,395

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.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

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

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2021

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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) 2021

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

2021

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

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? ........................

Yes No

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)	6,609,353	0			SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(2) TRUSTEES OF MEASE HOSPITAL INC 300 PINELLAS STREET CLEARWATER,FL33756	59-0855412	501(C)(3)	3,616,823	0			SEE SCHEDULE O FOR GRANT DESCRIPTIONS

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2021

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 OR THEIR AFFILIATES TO FURTHER THEIR MISSIONS AND EXEMPT PURPOSES.

Schedule I (Form 990) 2021

Additional Data

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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

2021

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

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LOU P GALDIERI DIRECTOR	(i) (ii)	0 ------------- 709,687	0 ------------- 0	0 ------------- 39,048	0 ------------- 50,818	0 ------------- 30,543	0 ------------- 830,096	0 ------------- 0
2ERNESTINE MORGAN CFRE PRESIDENT AND CEO	(i) (ii)	260,543 ------------- 0	0 ------------- 0	82,663 ------------- 0	40,587 ------------- 0	19,822 ------------- 0	403,615 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

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, LINE 4B

LINE 4B: 457(F) NONQUALIFIED RETIREMENT PLAN, 2021 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $44,457 & LOUIS GALDIERI $82,663.

Schedule J (Form 990) 2021

Additional Data

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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	16	7,972,959	AVG PRICE ON TRANSFER
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 ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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 isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't 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) (2021)

Page 2

Part IISupplemental 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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

2021

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	LICENSED PRACTICAL NURSE (LPN) TRAINING PROGRAM ($500,000) FACED WITH A SIGNIFICANT RN NURSING SHORTAGE, THIS GRANT WILL HELP LAUNCH A MODEL OF CARE CALLED "TEAM NURSING", WHERE MEMBERS OF THE NURSING TEAM ARE ASSIGNED TO COMPLETE CERTAIN TASKS FOR A GROUP OF PATIENTS. TO TRANSITION TO THE TEAM MODEL OF NURSING, OUR HOSPITALS WILL PARTNER WITH ACADEMIC INSTITUTIONS WHO HAVE EXPERIENCE WITH TRAINING LPNS. THE TEAM MEMBERS TUITION WOULD BE PAID, AND THE TEAM MEMBER WOULD BE ELIGIBLE FOR NEED BASED SCHOLARSHIPS TO SUPPLEMENT THEIR INCOME AND PAY FOR LIVING EXPENSES. CLINICAL RESEARCH NURSE FOR RADIATION ONCOLOGY ($53,859) MORTON PLANT MEASE IS ACCREDITED BY THE COMMISSION ON CANCER, A DISTINCTION THAT RECOGNIZES OUR COMMITMENT TO IMPROVING SURVIVAL AND QUALITY OF LIFE FOR CANCER PATIENTS. TO MAINTAIN THIS ACCREDITATION, WE ARE REQUIRED TO ENROLL A PERCENTAGE OF ELIGIBLE PARTICIPANTS IN CANCER-RELATED CLINICAL RESEARCH STUDIES, A FIGURE THAT IS PARTIALLY DEPENDENT ON THE NUMBER OF SUBJECTS DIAGNOSED EACH YEAR AT OUR HOSPITALS. THIS GRANT HIRED A FULL-TIME CLINICAL RESEARCH NURSE TO INITIATE FIVE ADDITIONAL TRIALS AND ENROLL 20-30 ADDITIONAL PATIENTS EACH YEAR. BEHAVIORAL HEALTH THERAPEUTIC INTERVENTION ($40,900) TO PROMOTE INDIVIDUAL TREATMENT PLANS AND ADHERE TO SUCH PLANS WITH OUR INPATIENT BEHAVIORAL HEALTH PATIENTS, PROTECTED IPADS WERE GRANTED FOR OUR PATIENTS TO USE AND COMMUNICATE IN A GROUP SETTING FROM DIFFERENT SITES THAT CAN TARGET EACH PATIENT'S ISSUES. FOR EXAMPLE, WE CAN NOW HOLD A GROUP THAT TARGETS ISSUES WITH SUBSTANCE USE WITH THOSE PATIENTS THAT HAVE SUBSTANCE USE ISSUES. HEALTHY MEALS TRANSITIONS CARE PROGRAM ($30,600) 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. CODE CARTS FOR NURSING SIMULATION ($11,266) THESE EDUCATIONAL CODE CARTS WERE GRANTED FOR THE UNIT-BASED EDUCATORS TO USE IN THE HOSPITALS. CODE BLUE CARTS ARE USED TO CONDUCT MOCK CODE BLUES ON THE HOSPITALS' CLINICAL UNITS. CODE CARTS CAN CREATE A REALISTIC ENVIRONMENT THAT MIMICS THE CLINICAL SETTING AND PROVIDE NURSES THE OPPORTUNITY TO BECOME MORE PROFICIENT PERFORMING RESUSCITATION SKILLS. POWELL CHILD CARE CENTER GRANTS ($9,380) THIS IS A COMBINATION OF TWO GRANTS FOR THE POWELL CHILD CARE CENTER (1) STEM ENHANCEMENT ACTIVITIES & GAMES AND (2) AROUND THE WORLD PUPPET THEATRE. STEM IS A BLEND OF SCIENCE AND MATH THAT INVOLVES INTRODUCING CHILDREN TO NEW CONCEPTS THROUGH HANDS-ON ACTIVITIES. AROUND THE WORLD PUPPET THEATRE WILL PROVIDE SIX INTERACTIVE, MULTIMEDIA PUPPET SHOWS WITH A FOCUS ON CULTURAL AWARENESS AND SENSITIVITY SUITABLE FOR PRESCHOOL AGED KIDS. INFANT AND CAR SEAT SAFETY TRAINING ($7,500) THANKS TO THE PROCEEDS FROM THE LPGA PELICAN WOMEN'S CHAMPIONSHIP THROUGH THEIR BIRDIES FOR BABIES CHARITABLE PROGRAM, MORTON PLANT HOSPITAL INSTITUTED A CLASS THAT PARENTS CAN ATTEND IN THE COMMUNITY TO LEARN ABOUT INFANT SAFETY AND LEAVE WITH A NEW CONVERTIBLE CAR SEAT THAT WILL GROW WITH THE INFANT INTO CHILDHOOD. TOYS FOR MORTON PLANT NORTH BAY HOSPITAL'S HOLIDAY LIGHTS ($4,500) THE FOUNDATION HAD A DONOR WHO SUPPORTED PURCHASING TOYS FOR ALL THE CHILDREN AT THE MORTON PLANT NORTH BAY HOSPITAL HOLIDAY LIGHTS IN 2020, HOWEVER THE CELEBRATION WAS RESCHEDULED DUE TO THE PANDEMIC. THE FORMAT FOR THE 2021 EVENT WAS A DRIVE-THROUGH ONLY EVENT. THIS GRANT WILL ENSURED EVERY CHILD IN ATTENDANCE RECEIVED A TOY FOR THE HOLIDAYS.
FORM 990, PART III, LINE 3	ATLAS OF RETINAL IMAGING IN ALZHEIMER'S STUDY / ARIAS ($1,000,000) ARIAS IS A MULTI-SITE LONGITUDINAL STUDY OF RETINAL IMAGING BIOMARKERS OF DISEASE RISK, DISEASE BURDEN AND DISEASE PROGRESSION IN ALZHEIMER'S DISEASE. THE GOAL IS TO DEVELOP A POINT-OF-CARE SCREENING PROTOCOL, FOR OLDER ADULTS AT-RISK FOR ALZHEIMER'S AND WHO MAY BE IN THE PRECLINICAL STAGE OF THE DISEASE. ONCOLOGY CLINICAL RESEARCH AT LYKES RADIATION PAVILION ($250,000) THIS GRANT IS TO CONTINUE AT MORTON PLANT HOSPITAL SEVERAL CLINICAL RESEARCH TRIALS THAT ARE CURRENTLY OPEN AT THE MOFFITT CANCER CENTER. THIS WOULD INCREASE PATIENT ACCESS TO CUTTING-EDGE STUDIES THAT MAY IMPROVE THEIR OUTCOMES. THIS GRANT WOULD ALSO HELP HIRE A FULL-TIME CERTIFIED CLINICAL RESEARCH COORDINATOR TO ENSURE THAT THE INTEGRITY, SAFETY, AND QUALITY OF THE ETHICAL RESEARCH PROJECTS ARE CARRIED OUT FOR OUR PATIENTS. RECOGNITION FOR NURSES TREATING COVID-19 PATIENTS ($50,000) CONCERNED COMMUNITY MEMBERS CAME TOGETHER LAST YEAR IN AN EXTRAORDINARY WAY TO SUPPORT OUR HOSPITALS AND TEAM MEMBERS IN NEED. AS JUST ONE EXAMPLE, AND IN RECOGNITION OF OUR NURSES BEING SO BRAVE AND CARING TO SO MANY PEOPLE DURING THIS UNPRECEDENTED TIME, THE FOUNDATION RECEIVED A RESTRICTED GIFT TO REWARD FIVE NURSES WHO HAVE GONE ABOVE AND BEYOND WORKING ON THE FRONTLINES TREATING COVID-19 PATIENTS WITH A $10,000 AWARD EACH. UBER TRANSPORTATION ASSISTANCE FOR PATIENTS IN NEED ($20,980) DUE TO THE PANDEMIC SURROUNDING COVID-19, OUR HOSPITALS HAD TO SUSPEND ALL VOLUNTEER SERVICES, INCLUDING THE VAN TRANSPORTATION PROGRAM, CARELIFT. MANY PATIENTS HAVE CHEMOTHERAPY AND RADIATION, AND DUE TO THE SUSPENSION OF CARELIFT, THIS MAY CAUSE THEM TO SKIP THEIR APPOINTMENT DUE TO LACK OF TRANSPORTATION. THIS GRANT PROVIDED CONTINUED TRANSPORTATION ASSISTANCE THROUGH UBER RIDES FOR PATIENTS NEEDING RIDES FOR THEIR CRITICAL CARE NEEDS. JERRY MASSEY SCHOLARSHIP FUND ($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. REVISED CURRICULUM AT POWELL CHILD CARE & LEARNING CENTER ($6,202) THIS GRANT HELPED REVISE THE CURRICULUM AT THE POWELL CHILD CARE & LEARNING CENTER, WHICH IS LOCATED ON THE MORTON PLANT HOSPITAL CAMPUS. MORTON PLANT'S POWELL CHILD CARE AND LEARNING CENTER PROVIDES CHILDCARE SERVICES FOR BAYCARE TEAM MEMBERS OFFERING A NURTURING ENVIRONMENT FOR OUR TEAM MEMBERS' CHILDREN OVER THE YEARS. TEAM MEMBER WELLNESS SUPPORT KITS ($6,069) EARLY IN THE PANDEMIC, THERE WAS SUCH AN OUTPOURING OF SUPPORT FOR OUR HEALTH CARE "HEROES". PEOPLE WERE GENEROUSLY BRINGING IN FOOD AND PPE TO THE HOSPITALS TO THANK THE FRONT-LINE WORKERS FOR CARING FOR OUR COMMUNITY. NOW, MONTHS LATER, THE COVID ROUTINE HAS SET IN. AS A SMALL TOKEN OF OUR APPRECIATION, THESE KITS WILL INCLUDE PROTEIN BARS, VITAMIN C LOZENGES, CHAP STICK, CANDY, AND A CARD OF BLESSING FOR THE TEAM MEMBERS FOR ALL THEY DO. WEIGHTED BLANKET THERAPY AT MORTON PLANT NORTH BAY HOSPITAL ($4,980) WEIGHTED BLANKET THERAPY HAS SHOWN TO BE AN EFFECTIVE METHOD OF REDUCING PSYCHOLOGICAL DISTRESS AND BEHAVIORAL DISTURBANCE IN THE AUTISM POPULATIONS. IN THE HOSPITAL SETTING, PSYCHIATRIC SYMPTOMS ARE OFTEN MANAGED WITH PHARMACOLOGICAL INTERVENTIONS AND MECHANICAL RESTRAINTS WHEN VERBAL DE-ESCALATION AND REORIENTATION TECHNIQUES FAIL. STUDIES SHOW THAT WEIGHTED BLANKETS REDUCE ANXIETY IN APPROX. 60% OF USERS, THEREBY REDUCING THE NEED FOR ANTI-ANXIETY MEDS AND PSYCHOTROPIC DRUGS. NEONATAL DEVELOPMENT AND FAMILY SUPPORT ($4,200) MEASE COUNTRYSIDE'S CHILD LIFE SPECIALISTS WILL WORK CLOSELY WITH PARENTS IN PROVIDING NECESSARY EDUCATION ON HOW TO BEST SUPPORT THEIR OTHER CHILDREN. A SIBLING SUPPORT PROGRAM WILL BE IMPLEMENTED TO ENHANCE THE SIBLING'S UNDERSTANDING OF THE NICU ENVIRONMENT, THE MEDICAL COMPLEXITIES OF THEIR SIBLING (THE NEONATE), AND TO OPTIMIZE OPPORTUNITIES FOR EMOTIONAL EXPRESSION. CHILD LIFE SPECIALISTS WILL PROVIDE ONE-ON-ONE INTERACTIONS WITH THE SIBLING DURING THEIR VISITS TO ASSESS AND FACILITATE THERAPEUTIC INTERVENTIONS TO ENHANCE POSITIVE COPING AND ADJUSTMENT. MEALS FOR TEAM MEMBERS IN MEASE COUNTRYSIDE AND MEASE DUNEDIN ERS ($1,489) THE IMPACT OF THE COVID-19 CRISIS ON OUR COMMUNITY AND HOSPITALS HAS BEEN SIGNIFICANT. HOWEVER, AN OUTPOURING OF REQUESTS ASKING, "HOW CAN WE HELP?" HAS ALSO BEEN SIGNIFICANT. THE FOUNDATION CREATED THE COVID-19 RESPONSE FUND DUE TO THE OVERWHELMING DESIRE FROM OUR COMMUNITY TO SUPPORT OUR CAREGIVERS, INCLUDING PROVIDING TEAM MEMBERS IN THE EMERGENCY ROOMS FOOD AS A SIMPLE THANK YOU FOR THEIR SERVICE. SERVICE OF REMEMBRANCE FOR PERINATAL LOSS ($1,050) THIS GRANT SUPPORTS AN ANNUAL REMEMBRANCE SERVICE FOR FAMILIES WHO HAVE EXPERIENCED PERINATAL LOSS. THE ANNUAL SERVICE TAKES PLACE DOWN BY THE WATER AT THE END OF JEFFORDS ST AT MORTON PLANT HOSPITAL AND PROVIDES SUPPORT AND RAISES AWARENESS OF THE ISSUE OF PERINATAL LOSS. MASTECTOMY SHOWER BAGS ($550) PROVIDES COMFORT AND DIGNITY DURING BATHING FOR MASTECTOMY PATIENTS WHILE RECOVERING FROM SURGERY. WHEN SURGERY IS DONE, WOMEN ARE DISCHARGED WITH SURGICAL DRAINS THAT ARE SUTURED IN AND CAN BE PINNED TO THE INSIDE OF THEIR CLOTHING. WHEN THEY SHOWER, THIS BECOMES AN ISSUE SINCE THERE IS NOTHING TO PIN THE DRAINS TO. A FEW TEAM MEMBERS STARTED SEWING A SMALL MESH BAG THAT IS WORN AROUND THE NECK AND HOLDS THE DRAINS IN THE SHOWER.
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. THE FOUNDATION REIMBURSES BAYCARE ON A MONTHLY BASIS FOR ALL PAYROLL EXPENSES. 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 1,508,685. UNCOLLECTIBLE PLEDGES -6,250.
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). STAYING TRUE TO OUR MISSION AND REMAINING STEADFAST IN OUR COMMITMENT, MORTON PLANT MEASE HEALTH CARE FOUNDATION INVESTED $10.25 MILLION IN 2021 FOR OUR NOT-FOR-PROFIT HOSPITALS TO CHAMPION 36 PROGRAMS AND 22 CAPITAL PROJECTS. GIFTS FROM THE COMMUNITY HELPED PURCHASE CUTTING-EDGE, LIFESAVING EQUIPMENT, BUILD STATE-OF-THE-ART FACILITIES, AND SUPPORT THE FOLLOWING INNOVATIVE PROGRAMS AND SERVICES:
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4A (ENHANCING CLINICAL CARE): $1,854,109 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. LICENSED PRACTICAL NURSE (LPN) TRAINING PROGRAM ($500,000) FACED WITH A SIGNIFICANT RN NURSING SHORTAGE, THIS GRANT WILL HELP LAUNCH A MODEL OF CARE CALLED "TEAM NURSING", WHERE MEMBERS OF THE NURSING TEAM ARE ASSIGNED TO COMPLETE CERTAIN TASKS FOR A GROUP OF PATIENTS. TO TRANSITION TO THE TEAM MODEL OF NURSING, OUR HOSPITALS WILL PARTNER WITH ACADEMIC INSTITUTIONS WHO HAVE EXPERIENCE WITH TRAINING LPNS. THE TEAM MEMBERS TUITION WOULD BE PAID, AND THE TEAM MEMBER WOULD BE ELIGIBLE FOR NEED BASED SCHOLARSHIPS TO SUPPLEMENT THEIR INCOME AND PAY FOR LIVING EXPENSES. ELEANOR THOMPSON NURSING SCHOOL ($157,870) PATIENT CARE TECHNICIANS 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. THIS PROGRAM PROVIDES ONE OF THE VERY FEW AVENUES FOR TEAM MEMBERS TO TRAIN FOR A NEW ROLE, RECEIVE SUPERIOR INSTRUCTION AND CLINICAL EXPERIENCE IN ONE OF OUR HOSPITALS, WHILE CONTINUING TO EARN A SALARY AND MAINTAIN BENEFITS. THIS PROGRAM IS RAPIDLY BECOMING THE "GOLD STANDARD" FOR CONSIDERATION FOR ADMISSION TO 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. SALLY L. BAILEY SCHOLARSHIP ($100,000) NURSING STUDENTS OFTEN HAVE FINANCIAL NEEDS MORE THAN THOSE PROVIDED BY BAYCARE TUITION ASSISTANCE. THIS SCHOLARSHIP IS NEED-BASED TO ASSIST WITH LIVING EXPENSES SUCH AS TRANSPORTATION, CHILDCARE AND TUITION/ BOOKS NOT COVERED BY TUITION ASSISTANCE. PROSPECTIVE SCHOLARSHIPS AWARDEES WILL BE SELECTED BASED ON THEIR COMMITMENT TO THEIR STUDIES, CARE AND COMPASSION TOWARDS PATIENTS AND THE ACADEMIC QUALIFICATIONS TO BE CONSIDERED. FAMILY CARE FUND ($64,976) WITH A RECORD NUMBER OF OUR HOSPITALS' TEAM MEMBERS FACING UNANTICIPATED FINANCIAL UNCERTAINTY, ASSISTANCE FOR MORTON PLANT MEASE TEAM MEMBERS IS AVAILABLE THROUGH THE FAMILY CARE FUND. THIS YEAR, THIS FUND HAS BEEN USED TO HELP WITH UNFORESEEN HARDSHIP CAUSED BY PANDEMIC-RELATED LOSS OF INCOME INCLUDING LIVING EXPENSES, CHILDCARE, FOOD, CAR PAYMENTS AND OTHER BILLS. CLINICAL RESEARCH NURSE FOR RADIATION ONCOLOGY ($53,859) MORTON PLANT MEASE IS ACCREDITED BY THE COMMISSION ON CANCER, A DISTINCTION THAT RECOGNIZES OUR COMMITMENT TO IMPROVING SURVIVAL AND QUALITY OF LIFE FOR CANCER PATIENTS. TO MAINTAIN THIS ACCREDITATION, WE ARE REQUIRED TO ENROLL A PERCENTAGE OF ELIGIBLE PARTICIPANTS IN CANCER-RELATED CLINICAL RESEARCH STUDIES, A FIGURE THAT IS PARTIALLY DEPENDENT ON THE NUMBER OF SUBJECTS DIAGNOSED EACH YEAR AT OUR HOSPITALS. THIS GRANT HIRED A FULL-TIME CLINICAL RESEARCH NURSE TO INITIATE FIVE ADDITIONAL TRIALS AND ENROLL 20-30 ADDITIONAL PATIENTS EACH YEAR. 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. BEREAVEMENT COORDINATOR ($40,000) THE TOLL OF COVID-19 ON OUR COMMUNITY AND HOSPITALS HAS BEEN HIGH. IN THE SCHEME OF THE PANDEMIC, THE EFFECTS OF DEATH, LOSS, MOURNING AND BEREAVEMENT HAVE BECOME INCREASINGLY COMPLEX. THE BEREAVEMENT PROGRAM PROVIDES VALUABLE RESOURCES TO FAMILY AND LOVED ONES WHO HAVE LOST A LOVED ONE WHILE IN OUR CARE. LOIS ODENCE PLANTERS SCHOLARSHIPS ($40,000) THE PURPOSE OF THIS SCHOLARSHIP IS TO PROVIDE SUPPLEMENTAL FINANCIAL SUPPORT TO MORTON PLANT MEASE NURSING STUDENTS. THIS SCHOLARSHIP IS BASED ON FINANCIAL NEED AND NOT ACCORDING TO OUT OF POCKET EXPENSE FOR TUITION AND BOOKS. IN 2021, THIS SCHOLARSHIP WAS AWARDED TO 10 NURSING STUDENTS TO ASSIST IN THE SUCCESSFUL COMPLETION OF NURSING SCHOOL, WHICH WILL IN TURN HELP FILL VACANCIES ON NURSING UNITS AND CLINICAL DEPARTMENTS. KATHERINE T. SMITH SCHOLARSHIP ($36,000) THE HOSPITALS OF MORTON PLANT MEASE 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. JOAN CLOW SEMINAR FUND ($23,800) THE JOAN CLOW SEMINAR FUND PAYS FOR OUR NURSES TO ATTEND A NATIONAL VIRTUAL CONFERENCE IN THEIR AREA OF SPECIALTY. THE EVIDENCE-BASED KNOWLEDGE ACQUIRED AT THESE 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 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 2023. "GROWING OUR OWN" WILL BE LESS EXPENSIVE IN THE LONG RUN. THE EAYL PROGRAM ALSO PRODUCES EMPLOYEE LOYALTY AND INCREASES RETENTION. CODE CARTS FOR NURSING SIMULATION ($11,266) THESE EDUCATIONAL CODE CARTS WERE GRANTED FOR THE UNIT-BASED EDUCATORS TO USE IN THE HOSPITALS. CODE BLUE CARTS ARE USED TO CONDUCT MOCK CODE BLUES ON THE HOSPITALS' CLINICAL UNITS. CODE CARTS CAN CREATE A REALISTIC ENVIRONMENT THAT MIMICS THE CLINICAL SETTING AND PROVIDE NURSES THE OPPORTUNITY TO BECOME MORE PROFICIENT PERFORMING RESUSCITATION SKILLS FOR PATIENT SURVIVAL. 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. POWELL CHILD CARE CENTER GRANTS ($9,380) THIS IS A COMBINATION OF TWO GRANTS FOR THE POWELL CHILD CARE CENTER (1) STEM ENHANCEMENT ACTIVITIES & GAMES AND (2) AROUND THE WORLD PUPPET THEATRE. STEM IS A BLEND OF SCIENCE AND MATH THAT INVOLVES INTRODUCING CHILDREN TO NEW CONCEPTS THROUGH HANDS-ON ACTIVITIES. AROUND THE WORLD PUPPET THEATRE WILL PROVIDE SIX INTERACTIVE, MULTIMEDIA PUPPET SHOWS WITH A FOCUS ON CULTURAL AWARENESS AND SENSITIVITY SUITABLE FOR PRESCHOOL AGED KIDS.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4B (CONTINUED): BLUMENTHAL FAMILY SCHOLARSHIP ($5,600) THE BLUMENTHAL FAMILY EARN AS YOU LEARN (EAYL) NURSING SCHOLARSHIP WAS ESTABLISHED BY THE FOUNDATION THROUGH THE GENEROUS SUPPORT OF THE BLUMENTHAL FAMILY. THE BLUMENTHAL FAMILY HAS A PASSION FOR NURSING AND WANTED TO ASSIST AN EAYL REGISTERED NURSE WITH THEIR LIVING EXPENSES WHILE IN THE PROGRAM. THE SCHOLARSHIP WAS AWARDED TO DESERVING EAYL NURSING STUDENTS WHO REMAIN IN EXCELLENT STANDING AT SCHOOL AND WORK. ANNIE MILLER SCHOLARSHIP ($5,000) THIS SCHOLARSHIP WAS FOUNDED TO HONOR ANNIE MILLER, BS, RN AFTER HER RETIREMENT SERVING THE HOSPITALS OF MORTON PLANT MEASE FOR 43 YEARS. THE SCHOLARSHIP IS AWARDED YEARLY TO LICENSED PRACTICAL NURSES PURSUING FURTHER EDUCATION WITH A GOAL OF BECOMING A REGISTERED NURSE (RN). THESE SCHOLARSHIPS ASSIST THE TEAM MEMBER WITH EXPENSES (BEYOND TUITION) THAT CAN BE A BARRIER TO ACHIEVING THEIR RN DEGREE.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4B (DISEASE SPECIFIC AND COMMUNITY OUTREACH): $938,432 PALLIATIVE CARE SERVICES ($250,000) AN INTERDISCIPLINARY MEDICAL SPECIALTY THAT FOCUSES ON PREVENTING AND RELIEVING SUFFERING AND ON SUPPORTING THE BEST POSSIBLE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES FACING SERIOUS ILLNESS. PALLIATIVE CARE HAS BECOME AN EVEN MORE INTEGRAL PART OF PATIENT CARE IN THE FACE OF THIS YEAR'S PANDEMIC. COVID-19 HAS HIGHLIGHTED THE IMPORTANCE AND RELEVANCE OF OUR SERVICES, AS OUR PALLIATIVE TEAMS HAVE FILLED GAPS LEFT BY ISOLATION, RESTRICTIVE VISITATION, MASKED CAREGIVERS ALL IN THE MIDST OF AN ILLNESS, WHICH WE ARE STILL TRYING TO UNDERSTAND. MADONNA PTAK CENTER FOR ALZHEIMER'S RESEARCH AND MEMORY DISORDERS ($237,000) 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. COMPREHENSIVE BREAST HEALTH PROGRAM ($100,000) THIS GRANT IS A COMBINATION OF SEVERAL DIFFERENT PROJECTS AND COMMUNITY EDUCATION FOCUSED ON IMPROVING THE BREAST HEALTH OF WOMEN IN OUR COMMUNITY. GRANT FUNDED A FULL-TIME BREAST NURSE NAVIGATOR WHO PROVIDES INITIAL EDUCATION FOR WOMEN WITH NEWLY DIAGNOSED BREAST CANCER. THE NAVIGATOR ALSO INTERACTS DIRECTLY WITH THE MAMMOGRAPHY VOUCHER PROGRAM COORDINATOR AND PATIENT NAVIGATORS TO INSURE QUALIFIED WOMEN IN OUR COMMUNITY RECEIVE MAMMOGRAPHY AND OTHER SERVICES. POWER PROGRAM ($83,132) 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. CAMP LIVING SPRINGS: CANCER SURVIVOR RETREAT ($47,030) OUR VOLUNTEER RESOURCES VIRTUALLY HOSTED THE 22ND YEAR OF CAMP LIVING SPRINGS AND THE 19TH YEAR FOR CELEBRATION PICNIC, WHICH SUPPORTS OUR MISSION TO OUR CANCER COMMUNITY. 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. HELPS PARTICIPANTS BEGIN OR CONTINUE A FITNESS PROGRAM AND GIVES THEM THE TOOLS AND SKILL TO TRANSITION INTO EXERCISING. BEHAVIORAL HEALTH THERAPEUTIC INTERVENTION ($40,900) TO PROMOTE INDIVIDUAL TREATMENT PLANS AND ADHERE TO SUCH PLANS WITH OUR INPATIENT BEHAVIORAL HEALTH PATIENTS, PROTECTED IPADS WERE GRANTED FOR OUR PATIENTS TO USE AND COMMUNICATE IN A GROUP SETTING FROM DIFFERENT SITES THAT CAN TARGET EACH PATIENT'S ISSUES. FOR EXAMPLE, WE CAN NOW HOLD A GROUP THAT TARGETS ISSUES WITH SUBSTANCE USE WITH THOSE PATIENTS THAT HAVE SUBSTANCE USE ISSUES. 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. HEALTHY MEALS TRANSITIONS CARE PROGRAM ($30,600) THROUGH A GRANT TO MORTON PLANT HOSPITAL, HEALTHY MEALS WERE PROVIDED TO 25 SELECT DISCHARGED PATIENTS 65+ OF AGE FOR 30 DAYS. THIS PROGRAM ALLOWED THE HOSPITAL 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. 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 HELPS 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. PROSTATE CANCER PROGRAM ($25,000) THIS GRANT REQUEST IS A COMBINATION OF COMMUNITY EDUCATION/AWARENESS AND COUNSELING FOCUSED ON IMPROVING THE PROSTATE HEALTH OF MEN IN OUR MINORITY COMMUNITY AND DIAGNOSIS AND TREATMENT FOR UNDERSERVED/UNINSURED MEN. THIS GRANT PROVIDES FUNDING FOR COMMUNITY OUTREACH AND EDUCATION, DIAGNOSIS AND TREATMENT, AND COUNSELING SERVICES AND SUPPORT GROUPS. INFANT AND CAR SEAT SAFETY TRAINING ($7,500) THANKS TO THE PROCEEDS FROM THE LPGA PELICAN WOMEN'S CHAMPIONSHIP THROUGH THEIR BIRDIES FOR BABIES CHARITABLE PROGRAM, MORTON PLANT HOSPITAL INSTITUTED A CLASS THAT PARENTS CAN ATTEND IN THE COMMUNITY TO LEARN ABOUT INFANT SAFETY AND LEAVE WITH A NEW CONVERTIBLE CAR SEAT THAT WILL GROW WITH THE INFANT INTO CHILDHOOD. TOYS FOR MORTON PLANT NORTH BAY HOSPITAL'S HOLIDAY LIGHTS ($4,500) THE FOUNDATION HAD A DONOR WHO SUPPORTED PURCHASING TOYS FOR ALL THE CHILDREN AT THE MORTON PLANT NORTH BAY HOSPITAL HOLIDAY LIGHTS IN 2020, HOWEVER THE CELEBRATION WAS RESCHEDULED DUE TO THE PANDEMIC. WHILE THE 2021 EVENT WAS BACK IN PERSON, THE FORMAT WAS A DRIVE-THROUGH ONLY EVENT. THIS GRANT WILL ENSURED EVERY CHILD IN ATTENDANCE RECEIVED A TOY FOR THE HOLIDAYS. BARIATRIC VITAMIN ENHANCEMENT PROGRAM ($4,000) BARIATRIC WEIGHT LOSS SURGERY IS AN EFFECTIVE TOOL TO PROVIDE LONG-TERM WEIGHT LOSS AND INCREASE QUALITY OF LIFE. WITH BARIATRIC SURGERY, A PORTION OF THE STOMACH IS REMOVED, WHICH SIGNIFICANTLY REDUCES AND ALTERS THE NATURAL ABSORPTION OF NUTRIENTS. THE FIRST MONTH AFTER SURGERY IS THE MOST CRITICAL TIME, SINCE THE PATIENT IS ON A STRICT POST-OP FULL LIQUID DIET, AND NOT ABLE TO GET ALL THE REQUIRED NUTRIENTS FROM FOOD. IT IS IMPERATIVE THAT THE BARIATRIC PATIENT BE ON A GOOD QUALITY VITAMIN AND MINERAL SUPPLEMENT. BECKY'S CLOSET AT MEASE DUNEDIN HOSPITAL ($770) EQUIPS A DESIGNATED AREA AT MEASE DUNEDIN HOSPITAL WITH DONATED SHIRTS, PANTS, SHOES AND MORE THAT ARE MEANT FOR PATIENTS WHO NEED MORE CLOTHING THAN WHAT THEY ENTERED WITH AT THE TIME OF THEIR SERVICE.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4C (CAPITAL GRANTS): $7,433,635 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 2021, THESE CAPITAL FUNDS PURCHASED THE FOLLOWING: OMEGA ENDOSCOPY SUITE AT MORTON PLANT HOSPITAL ($1,664,919) PHILANTHROPY HELPED MORTON PLANT HOSPITAL BUILD OUT A NEW OMEGA ENDOSCOPY SUITE TO SUPPORT THE HOSPITAL'S INCREASING VOLUME IN COMPLEX PULMONARY AND GASTROINTESTINAL CASES. THE NEW STATE-OF-THE-ART ROOM ALLOWS FOR HIGHER DEFINITION IMAGE QUALITY AND MORE ACCURATE FLUOROSCOPY DURING THE PROCEDURE TO PLACE GUIDE WIRE, STENTS, BALLOONS AND STONES, WHILE REDUCING THE AMOUNT OF RADIATION EXPOSURE TO THE PATIENT AND CLINICAL TEAM. MORGAN HEART HOSPITAL ($1,000,000) SUPPORT FOR THE MORGAN HEART HOSPITAL COMMUNITY CHALLENGE HELPED RENOVATE THE HOSPITAL'S CATHETERIZATION LAB WITH NEXT GENERATION IMAGE-GUIDED THERAPY AND DIAGNOSTIC TOOLS FOR THE TREATMENT OF PATIENTS WITH HEART DISEASE, AS WELL AS HELP BUILD A SECOND HYBRID OPERATIVE SUITE WHERE SURGEONS AND INTERVENTIONALISTS CAN WORK SIDE-BY-SIDE TO PERFORM COMPLEX PROCEDURES THANKS TO ITS LARGE SIZE. DA VINCI XI SURGICAL SYSTEM FOR MEASE COUNTRYSIDE HOSPITAL ($1,000,000) ROBOTICALLY ASSISTED SURGERY, COMPARED TO OPEN SURGERIES, ARE MINIMALLY INVASIVE AND CAN PROVIDE THE PATIENT WITH THE ADDED BENEFITS OF LESS BLOOD LOSS, MINIMAL SCARRING, LESS TRAUMA TO THE BODY, SHORTER LENGTH OF STAY AND LOWERING THE RISK OF INFECTION, RESULTING IN FASTER RECOVERY, FEWER COMPLICATIONS, AND OVERALL IMPROVED OUTCOMES. THE SYSTEM ALLOWS SURGEONS BETTER VISUALIZATION, FULL USE OF THEIR WRISTS, AND BETTER BODY ERGONOMICS AS THEY ARE GENERALLY SITTING RATHER THAN STANDING. THE SYSTEM WILL BE USED AT MEASE COUNTRYSIDE HOSPITAL FOR MINIMALLY INVASIVE SURGICAL PROCEDURES IN THE AREAS OF GYNECOLOGY, ONCOLOGY, UROLOGY, BARIATRICS, AND GENERAL SURGERY. MAKO ROBOTIC ARM SYSTEM AT MEASE DUNEDIN HOSPITAL ($1,000,000) WHEN COMBINED WITH CT DATA, THE MAKO SOFTWARE DEVELOPS A PATIENT SPECIFIC 3D VIRTUAL MODEL THAT AIDS WITH IMPLANT POSITIONING. THE VIRTUAL MODEL ALLOWS THE SURGEON TO MODIFY THE ORIGINAL PRE-OPERATIVE PLAN TO ACHIEVE OPTIMAL IMPLANT PLACEMENT FOR EACH PATIENT. ONCE THE PLAN IS EXECUTED, THE ROBOTIC ARM COMPLETES THE BONE PREPARATION. THE HIGH DEGREE OF ACCURACY HELPS IMPROVE THE SURGICAL OUTCOME, REDUCES THE RISK OF DISLOCATION, INFECTION, LOOSENING, AND MECHANICAL PROBLEMS WITH THE IMPLANT. ION ENDOLUMINAL ROBOTIC SYSTEM FOR MORTON PLANT HOSPITAL ($612,000) LUNG CANCER HAS BECOME THE MOST DIAGNOSED CANCER SINCE 2018 WITH MORE THAN 2.1 MILLION PEOPLE DIAGNOSED EACH YEAR. TECHNOLOGY ALLOWS OUR INTERVENTIONAL PULMONOLOGIST TO BIOPSY AREAS OF THE LUNG THAT ARE NOT CURRENTLY ACCESSIBLE. THIS ROBOTIC-ASSISTED SURGICAL SYSTEM HELPS PATIENTS BATTLING LUNG CANCER WHERE PHYSICIANS CAN BIOPSY SMALLER AND MORE DIFFICULT TO REACH TISSUE, WHICH MAY LEAD TO EARLIER DIAGNOSIS, FASTER TREATMENT AND BETTER OUTCOMES. TURLEY HEALTH AND WELLNESS JACOBSEN DEMONSTRATION KITCHEN AT TURLEY FAMILY HEALTH CENTER ($400,000) FOOD INSECURITY IS WELL RECOGNIZED AS A KEY SOCIAL DETERMINANT OF HEALTH THAT IS LINKED TO CHRONIC DISEASE. THIS HEALTH AND WELLNESS DEMONSTRATION CENTER, LOCATED AT TURLEY FAMILY HEALTH CENTER, WILL BRING PHYSICIANS, RESIDENTS, NUTRITIONIST, AND COMMUNITY SAFETY NET PARTNERS TOGETHER TO PROVIDE THE COMMUNITY INTERACTIVE WORKSHOPS ON HEALTHY FOOD CHOICES, EXERCISE, AND THE IMPORTANCE OF LIFESTYLE CHOICES ON HEALTH CARE OUTCOMES. THE DEMONSTRATION KITCHEN WILL FOCUS ON TEACHING PATIENTS ABOUT NUTRITION AS THEY RELATE TO IMPROVED DISEASE MANAGEMENT, DISEASE PREVENTION, AND OVERALL WELLNESS. BIOROBOTICS AQUABLATION SYSTEM ($395,500) THE FIRST AND ONLY IMAGE-GUIDED, HEAT-FREE ROBOTIC THERAPY FOR THE TREATMENT OF LOWER URINARY TRACT SYMPTOMS DUE TO BENIGN PROSTATIC HYPERPLASIA (BPH). THIS ROBOTIC PLATFORM DELIVERS PREDICTABLE CLINICAL EXCELLENCE WITH REAL-TIME MULTI-DIMENSIONAL IMAGING. THE TECHNOLOGY ALSO ENABLES COMPLETE VISIBILITY OF THE ENTIRE PROSTATE DURING SURGERY. THIS TECHNOLOGY CAN REDUCE THE NEED FOR A MORE INVASIVE TECHNIQUE USED IN LARGE GLAND SIZES CALLED A SIMPLE PROSTATECTOMY, WHICH RESULTS IN HIGHER BLOOD LOSS, LONGER SURGERY TIME AND INCREASED HOSPITAL LENGTH OF STAY THAN THE ROBOTIC AQUABLATION APPROACH. TRU-D SMARTUV DISINFECTION TECHNOLOGY ($250,500) TRU-D SHORT FOR "TOTAL ROOM ULTRAVIOLET DISINFECTION" IS A MOBILE, AUTOMATED UV DISINFECTION SYSTEM USED TO COMPLETELY SANITIZE PATIENT ROOMS AND CLINICAL AREAS USING HIGH-ENERGY BLASTS OF UVC LIGHT. THE TECHNOLOGY ALLOWS OUR HOSPITALS TO CONFIDENTLY CLEAN PATIENT ENVIRONMENTS, INCLUDING ICUS, PATIENT ROOMS, SURGERY SUITES AND THE EMERGENCY ROOM KILLING DEADLY PATHOGENS AND BACTERIA EVEN THE NOVEL CORONAVIRUS THAT CAUSES COVID-19. THANKS TO OUR COMMUNITY'S TREMENDOUS GENEROSITY, LAST YEAR THE FOUNDATION GRANTED THE FUNDS FOR TRU-D UNITS AT MEASE COUNTRYSIDE HOSPITAL, MEASE DUNEDIN HOSPITAL AND MORTON PLANT NORTH BAY HOSPITAL. MONITORS FOR MEASE DUNEDIN HOSPITAL'S PACU ($200,000) TO HELP TRANSITION PATIENTS EASILY FROM HIGH TO LOW ACUITY, NEW PATIENT MONITORS WERE FUNDED FOR THE POST-ANESTHESIA CARE UNIT (PACU) AT MEASE DUNEDIN HOSPITAL. THE MONITORS CHECK HEART RATE, HEART RHYTHM, BLOOD PRESSURE AND OXYGENATION. CARDIAC ULTRASOUND AT MORTON PLANT NORTH BAY HOSPITAL ($195,370) 2D IMAGING TECHNOLOGY HAS BEEN REPLACED WITH 3D IMAGING AS THE STANDARD OF CARE THROUGHOUT BAYCARE. BRINGING THIS DEDICATED CARDIAC ULTRASOUND HAS HELPED DECREASE TURNAROUND TIMES AND ALLOWS THE HOSPITAL TO CARE FOR MORE PATIENTS IN A TIMELY MANNER, THEREFORE BETTER SERVING OUR CARDIAC POPULATION AND IMPROVING PATIENT OUTCOMES. PORTABLE CT SCANNER FOR MORTON PLANT HOSPITAL'S CRITICAL CARE UNIT ($185,000) PHILANTHROPY HELPED FUND A PORTABLE CT SCANNER FOR MORTON PLANT HOSPITAL'S CRITICAL CARE UNIT TO SUPPORT THE NEUROSURGICAL AND NEURO-ONCOLOGY PROGRAMS. THESE PATIENTS ARE MOST AT RISK POST-SURGERY SO TRANSPORTING THEM TO THE RADIOLOGY DEPARTMENT IS CHALLENGING. THIS EQUIPMENT PROVIDES ON-DEMAND BRAIN SCANS WITHOUT THE PATIENT LEAVING THE SAFETY OF A MONITORED UNIT BED.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4C (CAPITAL GRANTS) CONTINUED: NURSING EDUCATION AND SIMULATORS FOR SIMLAB ($138,530) SIMULATION TECHNOLOGY PROVIDES OUR NURSING EDUCATION TEAM WITH THE OPPORTUNITY TO PRACTICE SKILLS TO BECOME COMPETENT IN PERFORMING DIFFICULT AND CRITICAL CARE THAT IS NECESSARY TO BE A SAFE PRACTITIONER. TO CREATE A REALISTIC CLINICAL ENVIRONMENT IN THE HOSPITAL SETTING, NEW EQUIPMENT INCLUDING AN EMERGENCY CRASH CART, MOBILE COMPUTER CARTS, VITAL SIGNS MONITORS, AND SIMULATORS WILL BE USED TO PRACTICE SKILLS AND PROMOTE THE USE OF CRITICAL THINKING. X-RAY AT TURLEY FAMILY HEALTH CENTER ($78,360) DIGITAL X-RAY IS PRACTICAL IN AN OFFICE WITH A LARGE UNDER-SERVED PRIMARY CARE POPULATION, WHICH ALSO PROVIDES SPORTS MEDICINE. THE TURLEY FAMILY HEALTH CENTER, WHICH IS A TEACHING FACILITY, CAN NOW PROVIDE THEIR FAMILY MEDICINE PHYSICIANS AND SPORTS MEDICINE PHYSICIANS THE ABILITY TO REVIEW DIGITAL X-RAYS RESULTING IN BOTH PROPER DIAGNOSE AND EFFECTIVE TREATMENT. CT PEDIATRIC RELAXATION EXPERIENCE ($75,000) CHILD LIFE SPECIALISTS AIM TO DECREASE STRESS AND ANXIETY FOR OUR PEDIATRIC PATIENTS BY PROVIDING ATRAUMATIC EXPERIENCES WITH DEVELOPMENTALLY APPROPRIATE INTERVENTIONS. OUR PEDIATRIC POPULATION CAN PERCEIVE CT SCANS AS THREATENING AND SCARY DUE TO THE LACK OF COGNITIVE MATURITY TO UNDERSTAND THAT IT'S NOT A THREAT. FUNDED THROUGH DONATIONS FROM OUR SKIP CLINE SOCIETY, THIS GRANT ENHANCED THE ENVIRONMENT IN MEASE COUNTRYSIDE'S ER CT ROOM TO HELP MINIMIZE CHILDREN'S FEARS AND INCREASE THEIR COOPERATION, PROVIDING A POSITIVE MEDICAL EXPERIENCE. ELECTRONIC FETAL MONITORS FOR LABOR AND DELIVERY ($65,543) OUR LABOR AND DELIVERY DEPARTMENTS UPDATED THEIR FETAL MONITORS TO ENSURE WE ARE PROVIDING THE SAFEST CARE TO OUR ANTEPARTUM AND INTRAPARTUM PATIENTS. ELECTRONIC FETAL MONITORING IS WHEN THE BABY'S HEART RATE IS MONITORED WITH AN ULTRASOUND MACHINE WHILE THE MOTHER'S CONTRACTIONS ARE MONITORED WITH A PRESSURE SENSOR. BOTH SENSORS ARE LINKED TO A RECORDING MACHINE, WHICH SHOWS THE BABY'S HEART RATE AND THE MOTHER'S CONTRACTIONS TOGETHER. NEONATAL TRANSPORTER AT MEASE COUNTRYSIDE HOSPITAL ($51,500) MEASE COUNTRYSIDE HOSPITAL WAS GRANTED A NEONATAL TRANSPORTER TO BE UTILIZED TO TRANSPORT CRITICAL NEONATES FROM THE MAIN EMERGENCY DEPARTMENT AND OPERATING ROOMS TO THE HOSPITAL'S LABOR AND DELIVERY DEPARTMENT AND NICU. THIS UPGRADED PIECE OF TECHNOLOGY WOULD ALLOW FOR SAFER AND MORE EFFECTIVE IMMEDIATE STABILIZATION OF THE PRETERM INFANT, WHICH CAN ULTIMATELY LEAD TO DECREASED LENGTH OF STAY AND IMPROVED CLINICAL OUTCOMES. MORTON PLANT HOSPITAL PULMONARY REHAB EQUIPMENT ($45,179) THE CARDIAC REHAB AND PULMONARY REHAB DEPARTMENTS MERGED ON THE THIRD FLOOR OF THE HEART AND VASCULAR PAVILION ON THE MORTON PLANT HOSPITAL CAMPUS. THIS GRANT PROVIDED FUNDING TO REMODEL THE SPACE AND UPDATE IT WITH NEW EQUIPMENT.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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?
(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	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) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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?
(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	Yes	No
(1) CHARITABLE REMAINDER TRUSTS (6)	INVESTMENT	FL	MORTON PLANT MEASE HEALTH CARE FOUNDATION INC						No

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,290,245	15,490,066
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,431,104	9,263,168
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-88,824	-151,195
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	8,632,525	24,602,039
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	10,674,446	10,226,176
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)	1,581,711	1,428,871
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,237,752
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	923,828	1,006,853
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	13,179,985	12,661,900
19	Revenue less expenses. Subtract line 18 from line 12.......	-4,547,460	11,940,139
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	126,171,724	141,929,625
21	Total liabilities (Part X, line 26).............	6,284,873	6,039,462
22	Net assets or fund balances. Subtract line 21 from line 20.....	119,886,851	135,890,163

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,880,893 including grants of $ 1,854,109 ) (Revenue $ )
	PROVIDING SUPPORT TO ENHANCE THE QUALITY OF CLINICAL CARE FROM MORTON PLANT MEASE NURSES, PHYSICIANS AND VOLUNTEERS, INCLUDING: COVID-19 RESPONSE FUND TO RECOGNIZE OUR HEALTH CARE HEROES TREATING PATIENTS ON THE FRONTLINES DURING THE CORONAVIRUS EMERGENCY; DR. GEORGE MORRIS EARN AS YOU LEARN NURSING SCHOLARSHIP PROGRAM; FAMILY MEDICINE RESIDENCY CLINICAL TRAINING; BEREAVEMENT RESOURCES TO THOSE WHO LOST A LOVED ONE IN OUR HOSPITALS; AND MULTIPLE NURSING EDUCATION AND ADVANCEMENT PROGRAMS. SEE SECTION O FOR A DETAILED DESCRIPTION OF PROGRAMS REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

4b	(Code: ) (Expenses $ 951,988 including grants of $ 938,432 ) (Revenue $ )
	PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: HEALTHY MEALS PROGRAM FOR DISCHARGED CONGESTIVE HEART FAILURE PATIENTS; TARGETED RESOURCES FOR INPATIENT BEHAVIORAL HEALTH PATIENTS; CAMPING RETREAT FOR ADULT CANCER SURVIVORS; CARDIOVASCULAR WELLNESS REHABILITATION; PROSTATE, OVARIAN AND BREAST HEALTH PROGRAMS; MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS DISORDERS; AND PALLIATIVE CARE OFFERING A HOLISTIC APPROACH TO TREATING PATIENTS WITH CHRONIC ILLNESS. SEE SECTION O FOR A DETAILED DESCRIPTION OF PROGRAMS REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

4c	(Code: ) (Expenses $ 7,541,020 including grants of $ 7,433,635 ) (Revenue $ )
	PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: ION ROBOTIC PLATFORM AT MORTON PLANT HOSPITAL FOR MINIMALLY INVASIVE BIOPSY IN THE LUNG; MAKO ROBOTIC-ARM ASSISTED SYSTEM AT MEASE DUNEDIN HOSPITAL FOR JOINT REPLACEMENT SURGERY; PORTABLE CARDIOLOGY ULTRASOUND AT MORTON PLANT NORTH BAY HOSPITAL WITH ADVANCED IMAGING CAPABILITIES; DA VINCI SURGICAL SYSTEM FOR ROBOTIC ASSISTED SURGERY AT MEASE COUNTRYSIDE HOSPITAL; AND TRU-D ULTRAVIOLET DISINFECTION TECHNOLOGY TO SANITIZE PATIENT CARE ENVIRONMENTS. SEE SECTION O FOR A DETAILED DESCRIPTION OF CAPITAL GRANTS REQUESTED BY THE HOSPITALS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses10,373,901

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) BRAD M MEINCK........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(19) JAMES J NICHOLS........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(20) NANCY PAIKOFF........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(21) MARION RICH........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(22) BENJAMIN C WHITED DO........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(23) M JAVIER ZUNIGA........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(24) LOU P GALDIERI........................................................................ DIRECTOR	1.00 .......................45.00	X		0	748,735	81,361
(25) ERNESTINE MORGAN CFRE........................................................................ PRESIDENT AND CEO	60.00 .......................		X	343,206	0	60,409

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	343,206	748,735	141,770

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	25
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	24
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	24
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

(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 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	383,350
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	15,106,716

g	Noncash contributions included in lines 1a - 1f:$		1g	7,972,959

h Total. Add lines 1a-1f.......		15,490,066

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,177,417			2,177,417
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		34,313,317	7a
b	Less: cost or other basis and sales expenses		27,227,566	7b
c	Gain or (loss)		7,085,751	7c
d	Net gain or (loss).........			7,085,751			7,085,751
8a	Gross income from fundraising events (not including $ 383,350of contributions reported on line 1c). See Part IV, line 18 ....
			8a	174,572
b	Less: direct expenses ...		8b	325,767
c	Net income or (loss) from fundraising events..			-151,195			-151,195
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			24,602,039	0	0	9,111,973

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	10,226,176	10,226,176
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, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	359,963	103,642	35,996	220,325
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........	821,999	6,692	287,787	527,520
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	50,342		21,701	28,641
9	Other employee benefits .......	122,154	6,285	38,233	77,636
10	Payroll taxes ...........	74,413	6,407	21,081	46,925
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	768		384	384
c	Accounting ...........	44,400		44,400
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	484,151		484,151
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	176,744	4,507	4,507	167,730
12	Advertising and promotion ....	28,944	2,894	7,255	18,795
13	Office expenses .......	56,799	1,834	36,482	18,483
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	134,652	11,209	39,709	83,734
17	Travel ............	6,646		3,850	2,796
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	3,840		778	3,062
20	Interest ...........	596		596
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	49,423	4,255	14,002	31,166
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	RETREAT	14,691		8,815	5,876
b	PROSPECT RESEARCH	5,199		520	4,679
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	12,661,900	10,373,901	1,050,247	1,237,752
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			550	1	550
2	Savings and temporary cash investments .........			661,037	2	797,433
3	Pledges and grants receivable, net ......			5,824,048	3	5,675,244
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			315,727	9	352,502
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,661,425
b	Less: accumulated depreciation	10b	1,272,288	433,135	10c	389,137
11	Investments—publicly traded securities .			90,571,678	11	104,341,921
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 ...........			28,365,549	15	30,372,838
16	Total assets. Add lines 1 through 15 (must equal line 33)...			126,171,724	16	141,929,625

17	Accounts payable and accrued expenses .....	487,895	17	416,299
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	5,796,978	25	5,623,163
26	Total liabilities. Add lines 17 through 25..	6,284,873	26	6,039,462

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	36,005,666	27	42,989,068
28	Net assets with donor restrictions ...........	83,881,185	28	92,901,095
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	119,886,851	32	135,890,163
33	Total liabilities and net assets/fund balances ........	126,171,724	33	141,929,625