TY 2022 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) DIANE GOBO...................................................................... DIRECTOR	1.00 .................	X
(16) JEFFREY JENSEN DO...................................................................... 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

2022

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) 2022

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	14,199,167	6,465,978	4,290,245	15,490,066	5,844,848	46,290,304
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	14,199,167	6,465,978	4,290,245	15,490,066	5,844,848	46,290,304
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) ..						10,265,062
6	Public support. Subtract line 5 from line 4.						36,025,242

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	14,199,167	6,465,978	4,290,245	15,490,066	5,844,848	46,290,304
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,099,001	2,476,625	2,034,005	2,177,417	2,326,046	11,113,094
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						57,403,398

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

828,917

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 2022 (line 6, column (f) divided by line 11, column (f)) .........

62.760 %

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

63.030 %

16a

33 1/3% support test—2022. 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—2021. 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—2022. 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—2021. 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) 2022

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. 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—2021. 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) 2022

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) 2022

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) 2022

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) 2022

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 2022 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-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

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) 2022

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

2022

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) (2022)

Schedule B (Form 990) (2022) 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) (2022)

Schedule B (Form 990) (2022)

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) (2022)

Schedule B (Form 990) (2022)

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) (2022)

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 ....	32,932,243	31,401,520	30,053,865	28,056,572	29,473,816
b	Contributions ...				2,852	26,261
c	Net investment earnings, gains, and losses	-3,548,659	1,530,723	1,347,655	1,994,441	-1,443,505
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	29,383,584	32,932,243	31,401,520	30,053,865	28,056,572

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	676,678	596,726	79,952
d	Equipment ....	122,638	115,344	7,294
e	Other .....	85,760	81,562	4,198
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				363,489

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				4,956,426
(2)EXTERNALLY CONTROLLED ENDOWMENTS				16,022,394
(3)INTEREST RECEIVABLE				54,303
(4)OTHER ASSETS				69,780
(5)REMAINDER INTEREST IN TRUST AND ESTATES				5,167,529
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				26,270,432

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.)	5,004,239
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	-13,312,704
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-15,919,399
b	Donated services and use of facilities .........	2b	69,596
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	344,233
e	Add lines 2a through 2d .....................			2e	-15,505,570
3	Subtract line 2e from line 1..................			3	2,192,866
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	460,484
b	Other (Describe in Part XIII.) ...........	4b	3,845,264
c	Add lines 4a and 4b....................			4c	4,305,748
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	6,498,614

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	19,054,546
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	344,233
e	Add lines 2a through 2d....................			2e	369,733
3	Subtract line 2e from line 1...................			3	18,684,813
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	460,484
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	460,484
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	19,145,297

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, 2022 AND 2021, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES 344,233.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN SPLIT-INTEREST AGREEMENTS 3,845,264.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES 344,233.

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

2022

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) 2022

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 GOLF TOURNEY (event type)	(b) Event #2 ROCK THE RIBBON (event type)	(c) Other events 3 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	173,090	77,406	244,873	495,369
2	Less: Contributions . . . .	102,604	64,526	173,496	340,626
3	Gross income (line 1 minus line 2) . . . . . .	70,486	12,880	71,377	154,743

4	Cash prizes . . . . .			5,500	5,500
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	23,805	6,263	2,234	32,302
7	Food and beverages . . .	44,006	1,841	75,084	120,931
8	Entertainment . . . .			19,697	19,697
9	Other direct expenses . . .	46,682	28,699	90,421	165,802
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				344,232
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-189,489

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) 2022

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

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

2022

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)	12,096,853	0			SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(2) TRUSTEES OF MEASE HOSPITAL INC 300 PINELLAS STREET CLEARWATER,FL33756	59-0855412	501(C)(3)	4,378,574	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) 2022

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

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

2022

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) 2022

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 ------------- 740,998	0 ------------- 0	0 ------------- 91,506	0 ------------- 47,652	0 ------------- 30,543	0 ------------- 910,699	0 ------------- 0
2ERNESTINE MORGAN CFRE PRESIDENT AND CEO	(i) (ii)	306,820 ------------- 0	0 ------------- 0	48,182 ------------- 0	38,938 ------------- 0	19,822 ------------- 0	413,762 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

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, 2022 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $48,182 & LOUIS GALDIERI $91,506.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

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

2022

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	12	692,753	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) (2022)

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) (2022)

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	MEDICAL FITNESS PROGRAM ($69,680) THE CENTERS FOR DISEASE CONTROL AND PREVENTION ESTIMATE THAT 6 OF EVERY 10 ADULTS IN THE US SUFFER FROM A CHRONIC DISEASE SUCH AS HEART DISEASE, CANCER, LUNG DISEASE, STROKE, OR DIABETES WITH LOW LEVELS OF PHYSICAL ACTIVITY BEING A KEY CONTRIBUTOR. THE MEDICAL FITNESS PROGRAMS BEING OFFERED AT THE BAYCARE FITNESS CENTERS FOCUS ON PATIENTS WITH DIABETES, BONE LOSS PREVENTION, BALANCE PROGRAMS, AND FIT-4-SURGERY A PRE- AND POST- SURGERY EXERCISE PROGRAM. MATERNITY BLOOD PRESSURE CUFFS ($28,570) HYPERTENSIVE DISORDERS DURING PREGNANCY ARE A LEADING CAUSE OF MATERNAL MORTALITY WORLDWIDE. THIS GRANT FUNDED HOME-MONITORING BLOOD PRESSURE KITS FOR WOMEN AT THE HIGHEST RISK FOR DEVELOPING PREECLAMPSIA AND OTHER HYPERTENSIVE DISORDERS OF PREGNANCY. EACH KIT INCLUDED: A VALIDATED AUTOMATED BLOOD PRESSURE CUFF, TRACKING LOG WITH A LINK TO "HOW TO TAKE YOUR OWN BP" VIDEO, SIGNS AND SYMPTOMS PATIENT EDUCATION, AND "STILL AT RISK" BRACELET. STRETCHERS FOR THE NURSING SIMULATION PROGRAM ($17,594) SIMULATION PROVIDES AN OPPORTUNITY FOR THE LEARNER TO REPEATEDLY PRACTICE SKILLS LEADING TO PROFICIENCY LEVEL IN A SETTING FREE OF RISK AND PATIENT HARM. SIMULATION OCCURS IN A SAFE ENVIRONMENT WHERE MISTAKES ARE TOLERATED, THE PARTICIPANTS LEARN FROM THE MISTAKES AND PATIENTS ARE NOT HARMED. THIS GRANT PROVIDED STRETCHERS TO TRANSPORT THE HOSPITALS' PATIENT SIMULATORS THROUGHOUT THE FLOORS TO TRAIN OUR TEAM MEMBERS. C.A.S.E. (CARDIOVASCULAR, ARRHYTHMIA, SURGERY, ENDOVASCULAR) SYMPOSIUM ($15,835) THE CARDIOVASCULAR SERVICE LINE LED AN EDUCATIONAL SYMPOSIUM FOR PHYSICIANS, AND HEALTH CARE PROFESSIONALS FOCUSED ON HEART FAILURE AND ATRIAL FIBRILLATION - TWO DISEASES THAT ACCOUNT FOR A LARGE NUMBER OF READMISSIONS TO THE HOSPITALS. THE GOAL OF THE SYMPOSIUM WAS TO EDUCATE OUR CARE TEAMS TO CATCH THE DISEASE PROCESS EARLY, AND MEDICALLY TREAT WITH GUIDELINE THERAPY OPTIONS EARLY, ALL TO IMPROVE THE QUALITY OF OUR PATIENTS' LIVES. INTEGRATIVE MEDICINE PROGRAM FOR CANCER PATIENTS ($15,000) INTEGRATIVE MEDICINE ADDRESSES ALL ASPECTS OF A PATIENT'S HEALTH AND LIFESTYLE, INCLUDING PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL WELL-BEING. THIS PROGRAM WILL ALLOW THE INTEGRATIVE MEDICINE CLINIC TO ASSIST PATIENTS DIAGNOSED WITH CANCER, WITH FINANCIAL LIMITATIONS, THROUGH SYMPTOM MANAGEMENT TECHNIQUES, INCLUDING ACUPUNCTURE, AURICULOTHERAPY, BREATHWORK, MEDITATION, STRESS MANAGEMENT, AND LIFESTYLE MODIFICATIONS. PULSE OXIMETER COMPLIMENTARY PILOT AT MORTON PLANT NORTH BAY HOSPITAL ($7,337) MORTON PLANT NORTH BAY HOSPITAL HAS BEEN CHALLENGED WITH READMISSIONS, ESPECIALLY WITH THE DIAGNOSES CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) AND HEART FAILURE. THE HOSPITAL'S INTERDISCIPLINARY TEAMS OFTEN HEAR PATIENTS GET SCARED WHEN THEY ARE SHORT OF BREATH, ESPECIALLY AT NIGHT. THIS ANXIETY, COMBINED WITH NO HEALTH CARE PROVIDERS AVAILABLE EXCEPT THE ER, LEAD TO FREQUENT READMISSIONS THAT POTENTIALLY COULD HAVE BEEN AVOIDED. THE PULSE OXIMETERS WERE USED TO HELP THE PATIENT DISTINGUISH BETWEEN ANXIETY AND A REAL SHORTNESS OF BREATH ISSUE. PEDIATRIC MENTAL HEALTH SUPPORT ($1,824) SINCE THE PANDEMIC, THE HOSPITAL HAS SEEN A SIGNIFICANT INCREASE IN ADMISSIONS OF PEDIATRIC BAKER ACT PATIENTS AND THERE ARE LIMITED RESOURCES FOR THOSE PATIENTS. THERE HAS ALSO BEEN AN INCREASE IN MENTAL HEALTH ISSUES STEMMING FROM THE PANDEMIC. EACH OF THESE PATIENTS IS ASSIGNED A SITTER TO PROVIDE ACCESS TO MORE SOCIAL INTERACTION RATHER THAN BEING ISOLATED. GRANT FUNDED ACTIVITY BOOKS, CARD GAMES, PUZZLES, AND BOARD GAMES. THE DIANE RAUCH CAMP NURSE JR. ($950) OFFERED SINCE 2008, CAMP NURSE JR. IS FOR STUDENTS ENTERING 7TH OR 8TH GRADE IN THE FALL WHO ARE INTERESTED IN BECOMING FUTURE NURSES. THE CAMP IS NOW KNOWN AS DIANE RAUCH CAMP NURSE JR., NAMED IN HONOR OF DIANE RAUCH, A LONGTIME NURSE IN THE COMMUNITY WHO HAD A GREAT LOVE FOR CHILDREN. THE CAMP OFFERS OPPORTUNITIES FOR STUDENTS TO EXPLORE NURSING AND VARIOUS OTHER HEALTH CARE CAREERS.
FORM 990, PART III, LINE 3	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 THAT HAVE EXPERIENCE WITH TRAINING LPNS. THE TEAM MEMBER'S TUITION WOULD BE PAID, AND THE TEAM MEMBER WOULD BE ELIGIBLE FOR NEED-BASED SCHOLARSHIPS TO SUPPLEMENT THEIR INCOME AND PAY FOR LIVING EXPENSES. 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 ENSURE THAT 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) CAMP LIVING SPRINGS IS A WEEKEND ADULT CANCER RETREAT OFFERED AT NO COST TO PARTICIPANTS. THE CAMP PROVIDES ADULT CANCER SURVIVORS WITH AN OPPORTUNITY TO GET AWAY FROM THEIR DAY-TO-DAY OBLIGATIONS AND SHARE EXPERIENCES WITH OTHER CANCER SURVIVORS. CAMP LIVING SPRINGS' MISSION IS TO PROMOTE CAMARADERIE, RELAXATION AND SHARED EXPERIENCES WHILE NURTURING THE SPIRIT OF THOSE TOUCHED BY CANCER. 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) 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 MPH TO PROVIDE A MEAL SERVICE PROGRAM TO IMPROVE AND MAINTAIN THE PATIENT'S 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 HELPS 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. 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 IN PERFORMING RESUSCITATION SKILLS FOR PATIENT SURVIVAL. BUNDT CAKES FOR MORTON PLANT MEASE TEAM MEMBERS ($11,000) DURING 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. AS A TOKEN OF APPRECIATION, THE FOUNDATION HAD A GENEROUS DONOR WHO MADE A GIFT TO PURCHASE BUNDT CAKES FOR THE TEAM MEMBERS AS A WAY TO SAY THANK YOU FOR ALL THEY DO. 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. BARIATRIC VITAMIN ENHANCEMENT PROGRAM ($4,000) BARIATRIC WEIGHT LOSS SURGERY IS AN EFFECTIVE TOOL TO PROVIDE LONG-TERM WEIGHT LOSS AND INCREASE THE 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. JANICE WOHLFORD HOHIDER FUND ($3,000) IN SUPPORT OF ADVANCING NURSING KNOWLEDGE, THIS GRANT FUNDS NURSING RESEARCH STUDIES AND EVIDENCED-BASED PRACTICE PROJECTS, SPECIFICALLY - IRB FEES, SURVEYS, EQUIPMENT, SALARY FOR THE PRIMARY INVESTIGATOR, STATISTICIAN FEES, OR OTHER ITEMS IDENTIFIED AS IMPORTANT BY THE INVESTIGATOR. 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.
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 -3,845,264. ROUNDING 2.
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). 2022 WAS A HISTORIC YEAR THAT INCLUDED MORTON PLANT MEASE HEALTH CARE FOUNDATION GRANTING THE NOT-FOR-PROFIT HOSPITALS OF MORTON PLANT MEASE $16.5 MILLION, THE MOST EVER IN OUR HISTORY. STAYING TRUE TO OUR MISSION AND REMAINING STEADFAST IN OUR COMMITMENT, $16.5 MILLION IN 2022 WAS INVESTED IN 32 PROGRAMS AND 16 CAPITAL PROJECTS. GIFTS FROM THE COMMUNITY HELP 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): $1,749,422 FAMILY MEDICINE RESIDENCY PROGRAM ($525,000) THE FAMILY MEDICINE RESIDENCY PROGRAM PROVIDES PHYSICIAN EDUCATION AND CLINICAL TRAINING FOR 24 RESIDENTS OF THE USF MORSANI COLLEGE OF MEDICINE. ADDITIONALLY, THE RESIDENCY, IN CONJUNCTION WITH OPERATIONS OF THE TURLEY FAMILY HEALTH CENTER, WILL SUPPORT 42,000 PATIENT VISITS PER YEAR, AS WELL AS LABORATORY, IMAGING AND SOCIAL SERVICES. GRANT DOLLARS FUND CLINIC OPERATIONS, PHYSICIAN STAFFING, RESIDENCY ADMINISTRATION AND FACILITY EXPENSE. ELEANOR THOMPSON NURSING SCHOOL ($314,867) NURSING ASSISTANTS ARE VITAL MEMBERS OF THE PATIENT CARE DELIVERY TEAM. THEY PROVIDE DIRECT PATIENT CARE AND SPEND MOST OF THE TIME IN DIRECT CONTACT WITH THE PATIENT AND FAMILY. THANKS TO THIS PROGRAM, MORTON PLANT MEASE HAS BEEN ABLE TO SELECT AND TRAIN MORE THAN 350 QUALIFIED NURSING ASSISTANTS OVER THE PAST NINE YEARS. WHEN TEAM MEMBERS SUCCESSFULLY COMPLETE THE PROGRAM, THEY ARE GUARANTEED A PATIENT CARE POSITION ON AN INPATIENT UNIT. THIS PROGRAM IS RAPIDLY BECOMING THE "GOLD STANDARD" FOR CONSIDERATION FOR ADMISSION TO THE DR. GEORGE MORRIS EARN AS YOU LEARN RN PROGRAM. FAMILY CARE FUND ($156,424) WHEN UNEXPECTED EMERGENCIES AND EVENTS OCCUR IN OUR LIVES, MEETING OUR EVERYDAY NEEDS AND RESPONSIBILITIES CAN BECOME DIFFICULT. ASSISTANCE TO TEAM MEMBERS FACING THESE UNANTICIPATED AND UNUSUAL SITUATIONS IS AVAILABLE THROUGH THE FAMILY CARE FUND. LAST YEAR, THE FUND APPROVED OVER 100 REQUESTS FOR ASSISTANCE AND PROVIDED $150,000 TO TEAM MEMBERS WITH NOWHERE ELSE TO TURN. 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 WITH 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. CLINICAL RESEARCH NURSE FOR RADIATION ONCOLOGY ($137,717) 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. SALLY L. BAILEY SCHOLARSHIP ($100,000) NURSING STUDENTS OFTEN HAVE MORE FINANCIAL NEEDS 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 SCHOLARSHIP AWARDEES WILL BE SELECTED BASED ON THEIR COMMITMENT TO THEIR STUDIES, CARE AND COMPASSION TOWARDS PATIENTS AND THE ACADEMIC QUALIFICATIONS TO BE CONSIDERED. LOIS ODENCE PLANTERS SCHOLARSHIPS ($52,000) 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 EXPENSES FOR TUITION AND BOOKS. IN 2022, THIS SCHOLARSHIP WAS AWARDED TO 13 NURSING STUDENTS TO ASSIST IN THE SUCCESSFUL COMPLETION OF NURSING SCHOOL, WHICH WILL IN TURN HELP FILL VACANCIES ON NURSING UNITS AND CLINICAL DEPARTMENTS. 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 ENHANCE THE QUALITY AND SCOPE OF PATIENT CARE IN OUR COMMUNITY. GRANT DOLLARS OFFSET PHYSICIAN SALARIES, DATA MANAGEMENT SUPPORT, AND EDUCATION SUPPLIES. BEREAVEMENT COORDINATOR ($50,000) 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 FAMILIES AND LOVED ONES WHO HAVE LOST A LOVED ONE WHILE IN OUR CARE. 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. VOLUNTEER NURSE INITIATIVE ($39,276) NURSE MANAGERS HAVE REPORTED A CONTINUING NEED FOR INDIVIDUALIZED PATIENT ATTENTION AND COMMUNICATION WITH FAMILIES. VOLUNTEER NURSES SERVE AS "AMBASSADORS OF CARE" PROVIDING POSITIVE HOSPITAL EXPERIENCES FOR PATIENTS AND FAMILIES. THEY CONTRIBUTE TO PATIENT SATISFACTION BY ASSISTING WITH MEALS, HYGIENE, PROCEDURES, COMFORT, DIVERSIONS, THERAPEUTIC COMMUNICATION, PATIENT ADVOCATES, AND PATIENT EDUCATION. CURRENTLY, THERE ARE 18 VOLUNTEER NURSES PARTICIPATING WITH MORE THAN 1,000 HOURS OF SERVICE PER YEAR. KATHERINE T. SMITH SCHOLARSHIP ($36,000) THE HOSPITALS OF MPM PROVIDE SCHOLARSHIPS FOR REGISTERED NURSES WHO ARE PURSUING A BACHELORS OR MASTER'S DEGREE IN NURSING. MORTON PLANT MEASE NEEDS BACCALAUREATE AND MASTER'S 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 REGISTRATION, TRAVEL, HOTEL AND FOOD EXPENSES FOR SEVEN NURSES AT A NATIONAL CONFERENCE IN THEIR AREA OF SPECIALTY, SUCH AS (1) MED SURG, (2) CRITICAL CARE NURSING, (3) ASSOCIATION OF OR NURSES, (4) WOMEN'S SERVICES OR PEDS NURSING, (5) EMERGENCY NURSES ASSOCIATION, AND (6) WOUND OSTOMY. THE NURSE AND ORGANIZATION BENEFIT BECAUSE EVIDENCE-BASED KNOWLEDGE IS ACQUIRED AND SHARED WITH OTHER BEDSIDE NURSES. STRETCHERS FOR THE NURSING SIMULATION PROGRAM ($17,594) SIMULATION PROVIDES AN OPPORTUNITY FOR THE LEARNER TO REPEATEDLY PRACTICE SKILLS LEADING TO PROFICIENCY LEVEL IN A SETTING FREE OF RISK AND PATIENT HARM. SIMULATION OCCURS IN A SAFE ENVIRONMENT WHERE MISTAKES ARE TOLERATED, THE PARTICIPANTS LEARN FROM THE MISTAKES AND PATIENTS ARE NOT HARMED. THIS GRANT PROVIDED STRETCHERS TO TRANSPORT THE HOSPITALS' PATIENT SIMULATORS THROUGHOUT THE FLOORS TO TRAIN OUR TEAM MEMBERS. C.A.S.E. (CARDIOVASCULAR, ARRHYTHMIA, SURGERY, ENDOVASCULAR) SYMPOSIUM ($15,835) THE CARDIOVASCULAR SERVICE LINE LED AN EDUCATIONAL SYMPOSIUM FOR PHYSICIANS, AND HEALTH CARE PROFESSIONALS FOCUSED ON HEART FAILURE AND ATRIAL FIBRILLATION TWO DISEASES THAT ACCOUNT FOR A LARGE NUMBER OF READMISSIONS TO THE HOSPITALS. THE GOAL OF THE SYMPOSIUM WAS TO EDUCATE OUR CARE TEAMS TO CATCH THE DISEASE PROCESS EARLY, AND MEDICALLY TREAT WITH GUIDELINE THERAPY OPTIONS EARLY, ALL TO IMPROVE THE QUALITY OF OUR PATIENTS' LIVES. BUNDT CAKES FOR MORTON PLANT MEASE TEAM MEMBERS ($11,000) DURING 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. AS A TOKEN OF APPRECIATION, THE FOUNDATION HAD A GENEROUS DONOR WHO MADE A GIFT TO PURCHASE BUNDT CAKES FOR THE TEAM MEMBERS AS A WAY TO SAY THANK YOU FOR ALL THEY DO. 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. 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 THE GOAL OF BECOMING A REGISTERED NURSE (RN).
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4A (CONTINUED): DAISY AWARD PROGRAM FOR EXTRAORDINARY NURSES ($4,500) THE DAISY AWARD IS AN INTERNATIONAL PROGRAM THAT REWARDS AND CELEBRATES THE EXTRAORDINARY CLINICAL SKILL AND COMPASSIONATE CARE GIVEN BY NURSES EVERY DAY. MORTON PLANT MEASE IS PROUD TO BE A DAISY AWARD PARTNER, RECOGNIZING ONE OF OUR NURSES WITH THIS SPECIAL HONOR EVERY MONTH. NURSES ARE NOMINATED FOR THE AWARD BY PATIENTS, FAMILIES, PHYSICIANS AND/OR CO-WORKERS. THE DIANE RAUCH CAMP NURSE JR. ($950) OFFERED SINCE 2008, CAMP NURSE JR. IS FOR STUDENTS ENTERING 7TH OR 8TH GRADE IN THE FALL WHO ARE INTERESTED IN BECOMING FUTURE NURSES. THE CAMP IS NOW KNOWN AS DIANE RAUCH CAMP NURSE JR., NAMED IN HONOR OF DIANE RAUCH, A LONGTIME NURSE IN THE COMMUNITY WHO HAD A GREAT LOVE FOR CHILDREN. THE CAMP OFFERS OPPORTUNITIES FOR STUDENTS TO EXPLORE NURSING AND VARIOUS OTHER HEALTH CARE CAREERS.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4B (DISEASE SPECIFIC AND COMMUNITY OUTREACH): $1,118,891 ATLAS OF RETINAL IMAGING IN ALZHEIMER'S STUDY / ARIAS ($397,000) 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. MADONNA PTAK CENTER FOR ALZHEIMER'S RESEARCH AND MEMORY DISORDERS ($271,000) 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 AND MEDICATION ASSISTANCE, WANDERING PREVENTION ASSISTANCE, AND EDUCATION MATERIALS. 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 ILLNESSES. IT IS A PERSON AND FAMILY-CENTERED APPROACH TO CARE FOCUSED ON EXPERT ASSESSMENT AND MANAGEMENT OF PAIN AND OTHER SYMPTOMS, ASSESSMENT AND SUPPORT OF CAREGIVER NEEDS, AND COORDINATION OF MEDICAL, SOCIAL, AND PRACTICAL SERVICES. PALLIATIVE CARE ATTENDS TO THE PHYSICAL, FUNCTIONAL, PSYCHOLOGICAL, PRACTICAL, AND SPIRITUAL CONSEQUENCES OF A SERIOUS ILLNESS. MEDICAL FITNESS PROGRAM ($69,680) THE CENTERS FOR DISEASE CONTROL AND PREVENTION ESTIMATE THAT 6 OF EVERY 10 ADULTS IN THE US SUFFER FROM A CHRONIC DISEASE SUCH AS HEART DISEASE, CANCER, LUNG DISEASE, STROKE, OR DIABETES WITH LOW LEVELS OF PHYSICAL ACTIVITY BEING A KEY CONTRIBUTOR. THE MEDICAL FITNESS PROGRAMS BEING OFFERED AT THE BAYCARE FITNESS CENTERS FOCUS ON PATIENTS WITH DIABETES, BONE LOSS PREVENTION, BALANCE PROGRAMS, AND FIT-4-SURGERY A PRE- AND POST- SURGERY EXERCISE PROGRAM. 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. MATERNITY BLOOD PRESSURE CUFFS ($28,570) HYPERTENSIVE DISORDERS DURING PREGNANCY ARE A LEADING CAUSE OF MATERNAL MORTALITY WORLDWIDE. THIS GRANT FUNDED HOME-MONITORING BLOOD PRESSURE KITS FOR WOMEN AT THE HIGHEST RISK FOR DEVELOPING PREECLAMPSIA AND OTHER HYPERTENSIVE DISORDERS OF PREGNANCY. EACH KIT INCLUDED: A VALIDATED AUTOMATED BLOOD PRESSURE CUFF, TRACKING LOG WITH A LINK TO "HOW TO TAKE YOUR OWN BP" VIDEO, SIGNS AND SYMPTOMS PATIENT EDUCATION, AND "STILL AT RISK" BRACELET. GLADYS DOUGLAS FOREVER FIT ($21,480) 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. INTEGRATIVE MEDICINE PROGRAM FOR CANCER PATIENTS ($15,000) INTEGRATIVE MEDICINE ADDRESSES ALL ASPECTS OF A PATIENT'S HEALTH AND LIFESTYLE, INCLUDING PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL WELL-BEING. THIS PROGRAM WILL ALLOW THE INTEGRATIVE MEDICINE CLINIC TO ASSIST PATIENTS DIAGNOSED WITH CANCER, WITH FINANCIAL LIMITATIONS, THROUGH SYMPTOM MANAGEMENT TECHNIQUES, INCLUDING ACUPUNCTURE, AURICULOTHERAPY, BREATHWORK, MEDITATION, STRESS MANAGEMENT, AND LIFESTYLE MODIFICATIONS. INFANT AND CAR SEAT SAFETY TRAINING ($12,000) MORTON PLANT AND MEASE COUNTRYSIDE HOSPITALS WERE ABLE TO CONTINUE THEIR CAR SEAT EDUCATION AND DISTRIBUTION CLASSES WHERE PARENTS COULD 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, WHICH WILL ALSO BE INSTALLED PROPERLY WITH THE SUPERVISION OF A TRAINED CAR SEAT INSTALLER. IT IS PROJECTED TO GIVE OUT ABOUT 100 CAR SEATS BETWEEN THE CLASSES AND THOSE NEEDING THEM IN THE MOM-BABY UNITS AT MORTON PLANT HOSPITAL AND MEASE COUNTRYSIDE HOSPITAL. PULSE OXIMETER COMPLIMENTARY PILOT AT MORTON PLANT NORTH BAY HOSPITAL ($7,337) MORTON PLANT NORTH BAY HOSPITAL HAS BEEN CHALLENGED WITH READMISSIONS, ESPECIALLY WITH THE DIAGNOSES CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) AND HEART FAILURE. THE HOSPITAL'S INTERDISCIPLINARY TEAMS OFTEN HEAR PATIENTS GET SCARED WHEN THEY ARE SHORT OF BREATH, ESPECIALLY AT NIGHT. THIS ANXIETY, COMBINED WITH NO HEALTH CARE PROVIDERS AVAILABLE EXCEPT THE ER, LEAD TO FREQUENT READMISSIONS THAT POTENTIALLY COULD HAVE BEEN AVOIDED. THE PULSE OXIMETERS WERE USED TO HELP THE PATIENT DISTINGUISH BETWEEN ANXIETY AND A REAL SHORTNESS OF BREATH ISSUE. TOYS FOR MORTON PLANT NORTH BAY HOSPITAL'S HOLIDAY LIGHTS ($5,000) MORTON PLANT NORTH BAY HOSPITAL HELD ITS ANNUAL HOLIDAY LIGHTS CELEBRATION IN DECEMBER TO HELP CELEBRATE THE COMMUNITY'S LONGSTANDING PARTNERSHIP WITH THE ONLY NOT-FOR-PROFIT HOSPITAL IN WEST PASCO COUNTY. GRANT DOLLARS HELPED FUND TOYS TO ENSURE EVERY CHILD IN ATTENDANCE RECEIVED A TOY FOR THE HOLIDAYS AT THE ANNUAL COMMUNITY HOLIDAY LIGHTS EVENT, WHICH RETURNED BACK TO BEING AN IN-PERSON EVENT. PEDIATRIC MENTAL HEALTH SUPPORT ($1,824) SINCE THE PANDEMIC, THE HOSPITAL HAS SEEN A SIGNIFICANT INCREASE IN ADMISSIONS OF PEDIATRIC BAKER ACT PATIENTS AND THERE ARE LIMITED RESOURCES FOR THOSE PATIENTS. THERE HAS ALSO BEEN AN INCREASE IN MENTAL HEALTH ISSUES STEMMING FROM THE PANDEMIC. EACH OF THESE PATIENTS IS ASSIGNED A SITTER TO PROVIDE ACCESS TO MORE SOCIAL INTERACTION RATHER THAN BEING ISOLATED. THIS GRANT FUNDED ACTIVITY BOOKS, CARD GAMES, PUZZLES, AND BOARD GAMES.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4C (CAPITAL GRANTS): $13,607,094 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 2022, THESE CAPITAL FUNDS PURCHASED THE FOLLOWING: MORTON PLANT HOSPITAL ELECTROPHYSIOLOGY LAB ($3,381,198) MORTON PLANT HOSPITAL'S CARDIAC ELECTROPHYSIOLOGY PROGRAM IS A FULL-SERVICE RHYTHM PROGRAM FROM TESTING TO DIAGNOSIS TO TREATMENT OF ANY TYPE OF ARRHYTHMIA. OVER THE ENSUING YEARS, TECHNOLOGY, PROCEDURES, AND APPROACHES TO CARDIOVASCULAR CARE HAVE CONTINUED TO GROW AND EVOLVE. THE CURRENT SYSTEM IN LAB # 1 WAS INSTALLED IN 2009 AND DOES NOT HAVE THE ABILITY TO PERFORM COMPLEX ABLATIONS, HINDERING OPERATIONS AND VOLUME. DESPITE THIS LIMITATION, COMPLEX ABLATION VOLUME CONTINUES TO GROW. UPGRADING LAB # 1 WILL ALLOW MORTON PLANT HOSPITAL TO BETTER SERVE OUR COMMUNITY, PATIENTS, AND PROVIDERS. INTERVENTIONAL RADIOLOGY LAB MORTON PLANT HOSPITAL ($2,399,076) AN ADDITIONAL INTERVENTIONAL RADIOLOGY SUITE WILL BE ADDED AT MORTON PLANT HOSPITAL TO EXPAND STROKE-RELATED SERVICES AND STREAMLINE PATIENT CARE. THIS EXPANSION IS ESSENTIAL TO DEVELOPING THE INFRASTRUCTURE NECESSARY FOR THE HOSPITAL TO TREAT COMPLEX NEUROVASCULAR CASES AND MAINTAIN PATIENT-CENTERED INTERVENTIONAL RADIOLOGY SERVICES AND WILL INCLUDE A SECOND BIPLANE ANGIOGRAPHY CONFIGURATION FOR COMPLEX NEURO-INTERVENTIONAL PROCEDURES. MORTON PLANT NORTH BAY HOSPITAL CATHETERIZATION LAB ($2,072,041) THANKS TO GRANT FUNDING FROM WOMEN IN PHILANTHROPY, MORTON PLANT NORTH BAY HOSPITAL WILL NOW BE ABLE TO UPGRADE ITS CARDIAC CATHETERIZATION LAB WITH THE PHILIPS AZURION IMAGE-GUIDED THERAPY PLATFORM. THIS EQUIPMENT ALLOWS CLINICIANS TO PERFORM COMPLEX INTERVENTIONAL PROCEDURES SUCH AS ANGIOPLASTY, A MINIMALLY INVASIVE CATHETER-BASED PROCEDURE THAT OPENS NARROWED OR BLOCKED ARTERIES THAT SUPPLY BLOOD TO THE HEART, MORE PRECISELY. THIS TECHNOLOGY PRODUCES REAL-TIME IMAGES THAT ARE PROJECTED ON A 58-INCH, HD SCREEN WITH SUCH CLARITY THAT IT ALLOWS CLINICIANS TO NAVIGATE THROUGH THE TINIEST BLOOD VESSELS WITH CONFIDENCE. MEASE COUNTRYSIDE HOSPITAL CATHETERIZATION LAB ($2,043,080) THANKS TO GRANT FUNDING FROM OUR MEN'S GIVING CIRCLE, MEASE COUNTRYSIDE HOSPITAL WILL NOW BE ABLE TO UPGRADE ITS THIRD CARDIAC CATHETERIZATION LAB WITH THE PHILIPS AZURION IMAGE-GUIDED THERAPY PLATFORM. THIS EQUIPMENT ALLOWS CLINICIANS TO PERFORM COMPLEX INTERVENTIONAL PROCEDURES SUCH AS ANGIOPLASTY, A MINIMALLY INVASIVE CATHETER-BASED PROCEDURE THAT OPENS NARROWED OR BLOCKED ARTERIES THAT SUPPLY BLOOD TO THE HEART, MORE PRECISELY. DA VINCI XI SURGICAL SYSTEM FOR MORTON PLANT HOSPITAL ($1,450,000) 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 MORTON PLANT HOSPITAL FOR MINIMALLY INVASIVE SURGICAL PROCEDURES IN THE AREAS OF GYNECOLOGY, ONCOLOGY, UROLOGY, BARIATRICS, AND GENERAL SURGERY. MEASE COUNTRYSIDE HOSPITAL STEALTH NAVIGATION O-ARM ($1,033,891) THE O-ARM SYSTEM IS AN INTRAOPERATIVE 2D/3D IMAGING SYSTEM THAT IS DESIGNED TO MEET THE WORKFLOW DEMANDS OF THE SURGICAL ENVIRONMENT. IT CAN BE USED IN A VARIETY OF PROCEDURES INCLUDING SPINE AND ORTHOPEDICS. ALONG WITH STEALTHSTATION NAVIGATION, THE O-ARM SYSTEM PROVIDES ENHANCED 3D VISIBILITY AND SURGICAL FEEDBACK FOR THE SURGEON DURING THE PROCEDURE. THIS TECHNOLOGY ALLOWS FOR MORE PRECISE HARDWARE PLACEMENT, DECREASING THE LIKELIHOOD OF REVISION SURGERIES. VENTILATORS FOR MORTON PLANT ($526,864) AND MEASE COUNTRYSIDE HOSPITALS ($186,747) NEW VENTILATORS WERE NEEDED TO SAFELY AND EFFECTIVELY MANAGE OUR MECHANICALLY VENTILATED NEWBORNS WITH THE SAME VENTS BEING USED AT THE OTHER BAYCARE FACILITIES. THIS ALLOWS THE HOSPITALS THE ABILITY TO UTILIZE MODES OF VENTILATION THAT ARE NOT READILY AVAILABLE ON THE PRESENT VENTS AND STANDARDIZES THE TYPE OF VENT OUR CAREGIVERS ARE FAMILIAR WITH. THE NEW VENTS ARE INTERCHANGEABLE AND CAN BE USED WITH BOTH ADULT AND PEDIATRIC PATIENTS. PHYSIOLOGICAL MONITORS FOR NICU ($270,140) THE PHYSIOLOGIC MONITORS IN MEASE COUNTRYSIDE HOSPITAL'S LEVEL III NICU PROVIDE ESSENTIAL INFORMATION TO THE CARE TEAM ON THE STATUS OF OUR INFANTS RECEIVING CRITICAL CARE. USING THIS INFORMATION, THE CLINICAL STAFF CAN BETTER EVALUATE A PATIENT'S CONDITION AND MAKE APPROPRIATE TREATMENT DECISIONS. THANKS TO FUNDING FROM OUR SKIP CLINE SOCIETY, THESE NEW MONITORS AND SYSTEM ARE QUIETER AND FEATURE IMPROVED ALARM MANAGEMENT. MORTON PLANT HOSPITAL CARDIAC REHAB TELEMETRY ($122,870) THE MORTON PLANT HOSPITAL CARDIAC REHABILITATION PROGRAM CARES FOR PATIENTS WHO ARE POST CARDIAC SURGERIES INCLUDING, BUT NOT LIMITED TO BYPASS, AORTIC VALVE, MITRAL VALVE, TAVR, PCI. OTHER DIAGNOSES INCLUDE ANGINA, CONGESTIVE HEART FAILURE, AND POST MI. THE NEW SYSTEM ALLOWS THE HOSPITAL TO MONITOR PATIENTS WHILE THEY ARE EXERCISING AND COMMUNICATES DIRECTLY WITH OUR EXISTING PATIENT SAFETY SOFTWARE. A NEW TELEMETRY SYSTEM WILL PROVIDE RELIABLE DOCUMENTATION AND THE ABILITY TO ADMIT ADDITIONAL PATIENTS TO THE PROGRAM. ANGEL EYE NICU VIEW SYSTEM AT MEASE COUNTRYSIDE ($52,500) WHILE MOST PREGNANCIES END WITH A HEALTHY BABY, ABOUT 10% OF NEONATES REQUIRE SPECIAL CARE IN THE NICU, WHICH CAN CAUSE HIGH LEVELS OF ANXIETY FOR THEIR FAMILIES. THE ANGEL EYE SYSTEM ALLOWS FAMILIES THE ABILITY TO SEE THEIR INFANTS, RECEIVE COMMUNICATION UPDATES, AND VIEW EDUCATIONAL MATERIALS ON ANY DEVICE WITH INTERNET. THIS TECHNOLOGY GIVES FAMILIES 24/7 ACCESS TO VIEW THEIR BABIES IN THE NICU TO ALLOW FAMILIES TO FEEL LIKE AN INTEGRAL PART OF THEIR BABY'S CARE TEAM. VOLUNTEER SERVICES: CARELIFT VAN ($26,948) CARELIFT IS OUR FREE TRANSPORTATION SERVICE TO GET PATIENTS TO AND FROM MEDICAL APPOINTMENTS, AS WELL AS RIDES FOR PATIENTS BEING DISCHARGED FROM THE HOSPITAL. THE SERVICE BEGAN MORE THAN 20 YEARS AGO WHEN VOLUNTEERS EXPRESSED CONCERN ABOUT PATIENTS WHO WERE TOO SICK TO GET BEHIND THE WHEEL AND LACKED NEARBY FAMILY TO DRIVE THEM. THIS COMMUNITY OUTREACH PROGRAM BOASTS SEVERAL MINIVANS STAFFED WITH MORE THAN 150 VOLUNTEERS WHO SERVE AS DRIVERS, AIDES AND DISPATCHERS. PSYCHIATRIC MEDICAL BEDS FOR MPH ($25,733) THE PSYCHIATRIC MEDICAL BEDS FACILITATED THE CARE TEAM TO PROVIDE SPECIFIC MEDICAL TREATMENTS WHILE ENSURING THE ENVIRONMENT OF CARE IS BEST FOR THOSE PATIENTS IN NEED OF ACUTE INPATIENT BEHAVIORAL HEALTH SERVICES. THE ENHANCEMENT OF PATIENT CARE WILL BE ACHIEVED THROUGH EXPANDED ACCESS TO THE INPATIENT BEHAVIORAL HEALTH ENVIRONMENT OF CARE, WHICH IS CRITICAL IN DELIVERING SAFE AND EFFECTIVE SERVICES IN THE INPATIENT BEHAVIORAL HEALTH SETTING. THIS GRANT PROVIDED THREE PSYCHIATRIC MEDICAL BEDS FOR MORTON PLANT HOSPITAL. LUCAS TRAINING DEVICE FOR NURSING EDUCATION ($12,026) OUR HOSPITAL EMERGENCY DEPARTMENTS HAVE LUCAS CHEST COMPRESSION SYSTEMS FOR EMERGENCY CODES THAT OCCUR WITHIN THE UNIT. THE LUCAS DEVICES ARE ALSO BROUGHT TO CODES THAT OCCUR IN OTHER HOSPITAL UNITS. THE LUCAS DEVICE HAS BEEN SHOWN TO IMPROVE THE QUALITY OF CHEST COMPRESSIONS. FUNDING FOR THIS GRANT HELPED PROVIDE A LUCAS TRAINING DEVICE FOR THE NURSING EDUCATION TEAM ON THE MEASE DUNEDIN HOSPITAL CAMPUS TO ENSURE OPTIMAL TRAINING AND USE OF THE DEVICE FOR OUR TEAM MEMBERS. MADONNA PTAK MORTON PLANT REHABILITATION CENTER FOUNTAIN PLANTER ($4,000) THIS IS A FAMILY-DESIGNATED GRANT FOR MADONNA PTAK MORTON PLANT REHABILITATION CENTER THAT FUNDED A LARGE, THREE-TIER FOUNTAIN-LIKE STRUCTURE FILLED WITH FLOWERS FOR RESIDENTS TO SIT OUTSIDE AND ENJOY A PEACEFUL SPACE. THERE WILL ALSO BE A PLAQUE IN MEMORY OF THE FAMILY'S FATHER WHO WAS A RESIDENT AT MADONNA PTAK REHAB.

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
(3)MORTON PLANT MEASE HEALTH CARE INC 300 PINELLAS STREET CLEARWATER,FL33756 59-2374556	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) .........	15,490,066	5,844,848
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	9,263,168	833,365
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-151,195	-179,599
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	24,602,039	6,498,614
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	10,226,176	16,475,427
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)	1,428,871	1,595,118
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,378,846
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,006,853	1,074,752
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	12,661,900	19,145,297
19	Revenue less expenses. Subtract line 18 from line 12.......	11,940,139	-12,646,683
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	141,929,625	108,978,355
21	Total liabilities (Part X, line 26).............	6,039,462	5,455,442
22	Net assets or fund balances. Subtract line 21 from line 20.....	135,890,163	103,522,913

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,767,357 including grants of $ 1,749,442 ) (Revenue $ )
	PROVIDING SUPPORT TO ENHANCE THE QUALITY OF CLINICAL CARE FROM MORTON PLANT MEASE NURSES, PHYSICIANS, AND VOLUNTEERS, INCLUDING: RADIATION ONCOLOGY NURSE FOCUSED ON CANCER-RELATED CLINICAL RESEARCH STUDIES; CARDIOVASCULAR, ARRHYTHMIA, SURGERY, AND ENDOVASCULAR PHYSICIAN SYMPOSIUM; DR. GEORGE MORRIS EARN AS YOU LEARN NURSING SCHOLARSHIPS; FAMILY MEDICINE RESIDENCY CLINICAL TRAINING; BEREAVEMENT RESOURCES TO THOSE WHO LOST A LOVED ONE IN OUR HOSPITALS; AND NURSING EDUCATION AND ADVANCEMENT PROGRAMS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

4b	(Code: ) (Expenses $ 1,130,349 including grants of $ 1,118,891 ) (Revenue $ )
	PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: MAMMOGRAPHY VOUCHER PROGRAM PROVIDING BREAST CANCER SCREENINGS, AND TREATMENT AT NO COST TO UNDERSERVED PATIENTS; MEDICAL FITNESS PROGRAM TARGETING CHRONIC DISEASE; CARDIOVASCULAR WELLNESS REHABILITATION; INTEGRATIVE MEDICINE SYMPTOM MANAGEMENT FOR CANCER PATIENTS; 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 EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

4c	(Code: ) (Expenses $ 13,746,453 including grants of $ 13,607,094 ) (Revenue $ )
	PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: INTERVENTIONAL RADIOLOGY LAB AT MORTON PLANT HOSPITAL TO EXPAND STROKE-RELATED CARE AND TREAT COMPLEX NEUROVASCULAR CASES; STATE-OF-THE-ART CARDIOVASCULAR ENHANCEMENTS, INCLUDING UPDATING THE ELECTROPHYSIOLOGY LAB AT MORTON PLANT HOSPITAL AND THE CATHETERIZATION LABS AT MEASE COUNTRYSIDE AND MORTON PLANT NORTH BAY HOSPITALS; DA VINCI SURGICAL SYSTEM FOR ROBOTIC ASSISTED SURGERY; STEALTH NAVIGATION 3D IMAGING O-ARM FOR SPINE SURGERY. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH CAPITAL GRANT REQUESTED BY THE HOSPITALS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses16,644,159

(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) ROBERT SORENSEN........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(20) NANCY PAIKOFF........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(21) BENJAMIN C WHITED DO........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(22) M JAVIER ZUNIGA........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(23) LOU P GALDIERI........................................................................ DIRECTOR	1.00 .......................45.00	X		0	832,504	78,195
(24) ERNESTINE MORGAN CFRE........................................................................ PRESIDENT AND CEO	60.00 .......................		X	355,002	0	58,760

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	355,002	832,504	136,955

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	112
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	340,625
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,504,223

g	Noncash contributions included in lines 1a - 1f:$		1g	692,753

h Total. Add lines 1a-1f.......		5,844,848

		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) ......			2,326,046			2,326,046
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		38,034,683	7a
b	Less: cost or other basis and sales expenses		39,527,364	7b
c	Gain or (loss)		-1,492,681	7c
d	Net gain or (loss).........			-1,492,681			-1,492,681
8a	Gross income from fundraising events (not including $ 340,625of contributions reported on line 1c). See Part IV, line 18 ....
			8a	164,634
b	Less: direct expenses ...		8b	344,233
c	Net income or (loss) from fundraising events..			-179,599			-179,599
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.....			6,498,614	0	0	653,766

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	16,475,427	16,475,427
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 ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	422,477	126,743	42,248	253,486
7	Other salaries and wages........	887,743		340,804	546,939
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	63,798		28,982	34,816
9	Other employee benefits .......	140,651	7,421	46,609	86,621
10	Payroll taxes ...........	80,449	6,701	24,360	49,388
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	834		417	417
c	Accounting ...........	49,500		49,500
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	460,484		460,484
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	228,341	5,655	7,601	215,085
12	Advertising and promotion ....	48,440	4,844	10,490	33,106
13	Office expenses .......	61,213	1,912	40,092	19,209
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	151,258	12,043	47,048	92,167
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	8,092		1,618	6,474
20	Interest ...........	7,751		4,057	3,694
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	39,638	3,413	11,229	24,996
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	9,665		5,799	3,866
b	PROSPECT RESEARCH	9,536		954	8,582
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	19,145,297	16,644,159	1,122,292	1,378,846
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 .........			797,433	2	381,360
3	Pledges and grants receivable, net ......			5,675,244	3	4,017,931
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 ......			352,502	9	329,803
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,667,850
b	Less: accumulated depreciation	10b	1,304,361	389,137	10c	363,489
11	Investments—publicly traded securities .			104,341,921	11	77,614,790
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			30,372,838	15	26,270,432
16	Total assets. Add lines 1 through 15 (must equal line 33)...			141,929,625	16	108,978,355

17	Accounts payable and accrued expenses .....	416,299	17	451,203
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	5,623,163	25	5,004,239
26	Total liabilities. Add lines 17 through 25..	6,039,462	26	5,455,442

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	42,989,068	27	30,117,682
28	Net assets with donor restrictions ...........	92,901,095	28	73,405,231
	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 ...........	135,890,163	32	103,522,913
33	Total liabilities and net assets/fund balances ........	141,929,625	33	108,978,355