TY 2023 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) SYDNEY NIEWIERSKI...................................................................... CHAIRWOMAN	6.00 .................	X	X
(2) JON M BRETHAUER...................................................................... VICE CHAIR	6.00 .................	X	X
(3) THOMAS J KUREY III...................................................................... TREASURER	6.00 .................	X	X
(4) NANCY PAIKOFF...................................................................... SECRETARY	6.00 .................	X	X
(5) DAVID ABELSON...................................................................... DIRECTOR	1.00 .................	X
(6) FRED AHARI...................................................................... DIRECTOR	1.00 .................	X
(7) MICHAEL BARRY MD...................................................................... DIRECTOR	1.00 .................	X
(8) RAY BOUCHARD...................................................................... DIRECTOR	1.00 .................	X
(9) ALLIE CANTONIS...................................................................... DIRECTOR	1.00 .................	X
(10) PETER B DIMMITT...................................................................... DIRECTOR	1.00 .................	X
(11) KEVIN DONOGHUE...................................................................... DIRECTOR	1.00 .................	X
(12) WILLIAM J FISHER JR...................................................................... DIRECTOR	1.00 .................	X
(13) YVES GABRIEL MD...................................................................... DIRECTOR	1.00 .................	X
(14) DIANE GOBO...................................................................... DIRECTOR	1.00 .................	X
(15) GERRY GOLDHAMMER...................................................................... DIRECTOR	1.00 .................	X
(16) CHARLES E HART JR...................................................................... DIRECTOR	1.00 .................	X
(17) JEFFREY JENSEN DO...................................................................... 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

2023

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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	6,465,978	4,290,245	15,490,066	5,844,848	5,913,775	38,004,912
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	6,465,978	4,290,245	15,490,066	5,844,848	5,913,775	38,004,912
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						6,511,096
6	Public support. Subtract line 5 from line 4.						31,493,816

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	6,465,978	4,290,245	15,490,066	5,844,848	5,913,775	38,004,912
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,476,625	2,034,005	2,177,417	2,326,046	2,617,675	11,631,768
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						49,636,680

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

1,733,006

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 2023 (line 6, column (f) divided by line 11, column (f)) .........

63.450 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

62.760 %

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

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) 2023

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) 2023

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) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

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

2023

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) (2023)

Schedule B (Form 990) (2023) 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) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Schedule B (Form 990) (2023)

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) (2023)

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.
right arrow

Attach to Form 990.
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

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 ....	29,383,584	32,932,243	31,401,520	30,053,865	28,056,572
b	Contributions ...					2,852
c	Net investment earnings, gains, and losses	1,529,631	-3,548,659	1,530,723	1,347,655	1,994,441
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	30,913,215	29,383,584	32,932,243	31,401,520	30,053,865

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

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

100.000 %

Term endowment right arrow

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	617,616	59,062
d	Equipment ....	122,638	119,966	2,672
e	Other .....	85,760	83,117	2,643
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				336,422

Schedule D (Form 990) 2022

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				5,092,432
(2)EXTERNALLY CONTROLLED ENDOWMENTS				17,476,543
(3)INTEREST RECEIVABLE				94,256
(4)OTHER ASSETS				59,780
(5)REMAINDER INTEREST IN TRUST AND ESTATES				5,311,336
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				28,034,347

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
GIFT ANNUITY OBLIGATIONS	3,488,835
LIABILITY UNDER TRUST AGREEMENTS	817,321







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,306,156
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) 2022

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	20,235,007
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	8,354,553
b	Donated services and use of facilities .........	2b	71,027
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	2,058,438
e	Add lines 2a through 2d .....................			2e	10,484,018
3	Subtract line 2e from line 1..................			3	9,750,989
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	404,280
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	404,280
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	10,155,269

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	11,634,431
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	-2
e	Add lines 2a through 2d....................			2e	25,498
3	Subtract line 2e from line 1...................			3	11,608,933
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	404,280
b	Other (Describe in Part XIII.) ...........	4b	176,000
c	Add lines 4a and 4b.....................			4c	580,280
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	12,189,213

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, 2023 AND 2022, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN SPLIT-INTEREST AGREEMENTS 2,063,664. UNCOLLECTIBLE PLEDGES -5,226.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	ROUNDING -2.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	PRIOR YEAR GRANT REFUND 176,000.

Schedule D (Form 990) 2022

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

2023

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) 2023

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 PLANTERS (event type)	(c) Other events 6 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	265,106	105,084	365,508	735,698
2	Less: Contributions . . . .	159,773	92,785	289,394	541,952
3	Gross income (line 1 minus line 2) . . . . . .	105,333	12,299	76,114	193,746

4	Cash prizes . . . . .			5,500	5,500
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	22,500		6,964	29,464
7	Food and beverages . . .	40,389	18,618	96,242	155,249
8	Entertainment . . . .		20,000	14,633	34,633
9	Other direct expenses . . .	50,425	15,033	107,640	173,098
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				397,944
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-204,198

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) 2023

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) 2023

Additional Data

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

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

2023

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	(h) Purpose of grant or assistance
(1) MORTON PLANT HOSPITAL ASSOCIATION INC 300 PINELLAS STREET CLEARWATER,FL33756	59-0624462	501(C)(3)	5,689,270	SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(2) TRUSTEES OF MEASE HOSPITAL INC 300 PINELLAS STREET CLEARWATER,FL33756	59-0855412	501(C)(3)	3,741,462	SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(3) BAYCARE MEDICAL GROUP INC 3503 E FRONTAGE ROAD TAMPA,FL33607	59-3140335	501(C)(3)	111,500	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) 2023

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) 2023

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

2023

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) 2023

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 ------------- 951,728	0 ------------- 0	0 ------------- 94,898	0 ------------- 51,252	0 ------------- 26,675	0 ------------- 1,124,553	0 ------------- 0
2ERNESTINE MORGAN CFRE PRESIDENT AND CEO	(i) (ii)	319,857 ------------- 0	0 ------------- 0	62,600 ------------- 0	39,255 ------------- 0	17,795 ------------- 0	439,507 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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. A PORTION OF THE PRESIDENT & CEO'S CURRENT YEAR COMPENSATION WAS DUE TO A PAYOUT OF PTO AS EXECUTIVES ARE NO LONGER ALLOWED TO ACCRUE PTO.

PART I, LINE 4B

LINE 4B: 457(F) NONQUALIFIED RETIREMENT PLAN, 2023 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $62,600 & LOUIS GALDIERI $94,898.

Schedule J (Form 990) 2023

Additional Data

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2023

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	1,127,081	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) (2023)

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) (2023)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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	RESPIRATORY THERAPIST PROGRAM ($181,588) EMPLOYMENT OF RESPIRATORY THERAPISTS IS PROJECTED TO GROW 23% FROM 2020 TO 2030, MUCH FASTER THAN THE AVERAGE FOR ALL OCCUPATIONS. THERE IS CURRENTLY A SIGNIFICANT SHORTAGE OF RESPIRATORY THERAPISTS THROUGHOUT OUR HOSPITALS. THIS GRANT WILL PROVIDE TUITION REIMBURSEMENT FOR UP TO 10 GRADUATES WHILE FUNDING ONE CLINICAL INSTRUCTOR FOCUSING EXCLUSIVELY ON OVERSEEING AND COORDINATING OVERSIGHT OF RESPIRATORY THERAPIST STUDENTS. ADVANCING PARAMEDICS AND LPNS TO REGISTERED NURSES ($122,800) CURRENTLY, THERE IS A LARGE NUMBER OF PARAMEDICS AND LPNS WITHIN OUR HOSPITALS INTERESTED IN BECOMING A NURSE. THESE PARAMEDICS AND LPNS, UPON COMPLETING THE PROGRAM, WILL FILL NURSING VACANCIES AT ALL FOUR OF THE HOSPITALS OF MORTON PLANT MEASE. THIS NEW PILOT PROGRAM, IN PARTNERSHIP WITH PASCO-HERNANDO STATE COLLEGE, IS AIMED AT HELPING THE CURRENT NURSING SHORTAGE. EVIDENCE-BASED PRACTICE SPECIALIST ($117,312) EVIDENCE-BASED PRACTICE (EBP) IS A PROCESS THAT INVOLVES SHARED CLINICAL DECISION-MAKING TO GUIDE POLICY AND PRACTICE DECISIONS, BASED ON THE BEST AVAILABLE RESEARCH, DATA, CLINICAL EXPERTISE, AND PATIENT PREFERENCES TO IMPROVE THE CARE FOR ALL WE SERVE. FROM THE PATIENT CARE SIDE, THE POSITION IS FOCUSED ON IMPROVING THE PATIENT EXPERIENCE, DECREASING HOSPITAL READMISSIONS, DECREASING LENGTH OF STAY, AND DECREASING HOSPITAL-ASSOCIATED INFECTIONS AND MORTALITY. WELLNESS IS EVERYTHING PHYSICIAN ENGAGEMENT ($111,500) PHYSICIAN BURNOUT IS A KEY CONTRIBUTOR TO THE EVER-GROWING PHYSICIAN WORKFORCE SHORTAGE. NOWHERE IS THAT STRAIN MORE APPARENT THAN WITHIN LARGE MULTI-SPECIALTY GROUPS. BAYCARE HEALTH SYSTEM'S PHYSICIAN PRACTICE GROUP, BAYCARE MEDICAL GROUP (BMG), EMPLOYS 544 PHYSICIANS AND 180 ADVANCE CARE PRACTITIONERS (ACPS) ACROSS WEST-CENTRAL FLORIDA. BMG DEVELOPED A PILOT PROGRAM INCORPORATING THREE KEY STRATEGIC INTERVENTIONS TO IMPROVE WELL-BEING AND INCREASE ENGAGEMENT AMONG PHYSICIANS AND ACPS TO PREVENT BURNOUT. NEUROSURGICAL PHYSICIAN ASSISTANT RESIDENCY PROGRAM ($100,000) FROM CRANIAL NEUROSURGERY, SPINE SURGERY, STROKE, AND INTERVENTIONAL NEURORADIOLOGY, MORTON PLANT HOSPITAL REMAINS THE COMMUNITY LEADER IN NEURO-INTERVENTIONAL CARE. IN PARTNERSHIP WITH THE UNIVERSITY OF TAMPA, THIS NEW PILOT PROGRAM IS A ONE-YEAR, ACCREDITED PROGRAM THAT INCLUDES THE FULL SPECTRUM OF CERTIFICATION REQUIREMENTS TO PREPARE THE RESIDENTS TO PERFORM THE TASKS OF AN EXPERIENCED PA IN NEUROSURGERY INCLUDING PARTICIPATING IN HOSPITAL ROUNDS. SLEEP DISORDERS HOME SLEEP TESTING PROGRAM ($100,000) AFTER THE COVID PANDEMIC, OUR HOSPITALS ARE TRANSITIONING SLEEP TESTS TO HOME SLEEP TESTING. TO SCHEDULE A PATIENT WITH A CURRENT ORDER FOR AN IN-LAB TEST SLEEP STUDY, THE WAIT IS CURRENTLY OVER THREE MONTHS, AND THE AVERAGE TURNAROUND TIME FOR HOME DEVICES IS SEVEN DAYS. THIS GRANT WILL HELP IMPROVE PATIENT SATISFACTION BY PROVIDING NEEDED SERVICES QUICKER, NOT WASTING RESOURCES ON A MORE EXPENSIVE IN-LAB TEST, NOT HAVING TO PAY OUT OF POCKET, TESTING IN THEIR HOME ENVIRONMENT, AND IMPROVING THE HEALTH SYSTEM'S SCHEDULING PROCESS. PLASMA AMYLOID TESTING FOR DEMENTIA PATIENTS ($50,000) DEMENTIA IS A GENERALIZED TERM REFERRING TO COGNITIVE DECLINE INTERFERING WITH DAILY FUNCTIONING. EARLY DETECTION IS ESSENTIAL FOR THE DISEASE COURSE DUE TO ITS PROGRESSIVE NATURE. CURRENTLY, THE MOST ACCESSIBLE DIAGNOSTIC TOOL TO DETECT AMYLOID BETA PEPTIDES, THE PROTEINS DEPOSITED IN ALZHEIMER'S DISEASED BRAINS, IS A LUMBAR PUNCTURE, WHICH CAN BE AN INVASIVE TEST. THIS GRANT REQUEST WILL PROVIDE COST-FREE PLASMA AMYLOID TESTING TO DEMENTIA PATIENTS WITH FINANCIAL NEEDS. NURSE WELLNESS PROGRAM AT MEASE COUNTRYSIDE ($31,500) HEALTH CARE WORKFORCE BURNOUT RATES, TURNOVER, AND GENERAL LACK OF ENGAGEMENT HAVE SURGED RECENTLY. THE GOAL OF THIS PILOT PROGRAM IS TO HELP REDUCE THE ANXIETY, STRESS, AND FATIGUE OF OUR NURSES AND INVEST IN THEIR WELL-BEING BY FUNDING OUR OWN NURSE LEADERS AT MEASE COUNTRYSIDE HOSPITAL TO COMPLETE THE CERTIFIED NURSE COACH TRAINING PROGRAM TO BETTER PROVIDE OUR TEAM WITH SUPPORT ON-SITE, COPING MECHANISMS AND MENTORSHIP FROM PEERS. VIRTUAL NURSE PILOT PROGRAM ($29,500) MORTON PLANT HOSPITAL PILOTED A VIRTUAL NURSE PROGRAM TO REDUCE THE ADMINISTRATIVE TASKS THAT OFTEN BURDEN THE FRONTLINE NURSING TEAM. THE PURPOSE OF THE VIRTUAL NURSE PROGRAM IS TO COMPLEMENT THE BEDSIDE NURSE, NOT REPLACE THEM. THE GOAL IS TO IMPROVE NURSING SATISFACTION, ENHANCE THE PATIENT EXPERIENCE, AND REDUCE PATIENT HARM. THE VIRTUAL NURSE WILL BE FOCUSED ON HELPING WITH ADMISSIONS, DISCHARGES, PATIENT EDUCATION, OR FOLLOW-UP PHONE CALLS. LIVING SPRINGS CANCER RETREAT ($24,375) AFTER A PAUSE DUE TO COVID, VOLUNTEER RESOURCES HOSTED THE LIVING SPRINGS RETREAT AT THE SAFETY HARBOR RESORT AND SPA IN EARLY SEPTEMBER. THIS ADULT CANCER SURVIVOR WEEKEND RETREAT IS OFFERED AT NO COST AND FEATURED ENTERTAINMENT AND SPA SERVICES FOR ADULT CANCER SURVIVORS AND THEIR CAREGIVERS. THIS MEMORABLE WEEKEND PROMOTES CAMARADERIE AND SHARED EXPERIENCES WHILE NURTURING THE SPIRIT OF THOSE TOUCHED BY CANCER. PEACE MEMORIAL JOSEPH CLAPP SCHOLARSHIP ($20,000) RESEARCH CONTINUES TO PROJECT THAT DESPITE THE CURRENT EASING OF THE NURSING SHORTAGE, 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. SUPPORTIVE BEREAVEMENT RESOURCES & MEMORY MAKING ($9,020) THERE HAS BEEN AN INCREASE IN ADULT ICU AND FETAL DEMISE CONSULTS TO PROVIDE BEREAVEMENT SUPPORT TO CHILDREN SUFFERING THE LOSS OF A LOVED ONE. THIS HAS LED TO NEEDING ADDITIONAL BEREAVEMENT RESOURCES TO PROVIDE THERAPEUTIC INTERVENTIONS AND SUPPORT DURING THESE CONSULTS. ITEMS WILL EQUIP THESE CHILDREN AND FAMILIES WITH RESOURCES TO AID COPING IN THEIR GRIEF JOURNEY. FLEECE BLANKETS FOR PEDIATRIC EMERGENCY ROOM PATIENTS ($4,000) THE SEWING ROOM CURRENTLY MAKES FLEECE BLANKETS FOR OUR PEDIATRIC PATIENTS OR VISITORS IN THE EMERGENCY ROOM. GRANT DOLLARS WILL BE USED TO PURCHASE MORE FLEECE FABRIC TO CONTINUE THIS SPECIAL GIFT FOR THE CHILDREN IN OUR ERS. THIS GIFT HELPS TO ALLEVIATE SOME STRESS AND PROVIDE COMFORT TO PEDIATRIC PATIENTS WHILE IN OUR CARE.
FORM 990, PART III, LINE 3	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. 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. 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. 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). THESE SCHOLARSHIPS ASSIST THE TEAM MEMBER WITH EXPENSES (BEYOND TUITION) THAT CAN BE A BARRIER TO ACHIEVING THEIR RN DEGREE. 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.
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 2,063,664. ROUNDING 2. UNCOLLECTIBLE PLEDGES -5,226. PRIOR YEAR GRANT REFUND 176,000.
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). THANKS TO THE COMMUNITY'S PHILANTHROPIC GENEROSITY, MORTON PLANT MEASE HEALTH CARE FOUNDATION GRANTED $9.6 MILLION IN 2023. STAYING TRUE TO OUR MISSION AND REMAINING STEADFAST IN OUR COMMITMENT, $9.6 MILLION IN 2023 WAS INVESTED IN 37 PROGRAMS AND 21 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): $2,392,216 FAMILY MEDICINE RESIDENCY PROGRAM ($525,000) THE FAMILY MEDICINE RESIDENCY PROGRAM PROVIDES PHYSICIAN EDUCATION AND CLINICAL TRAINING FOR 24 USF MORSANI COLLEGE OF MEDICINE RESIDENTS. ADDITIONALLY, THE RESIDENCY AND THE TURLEY FAMILY HEALTH CENTER SUPPORT 42,000 PATIENT VISITS PER YEAR AND LABORATORY, IMAGING, AND SOCIAL SERVICES. GRANT DOLLARS FUND CLINIC OPERATIONS, PHYSICIAN STAFFING, RESIDENCY ADMINISTRATION, AND FACILITY EXPENSES. ELEANOR THOMPSON NURSING SCHOOL ($321,711) 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 400 QUALIFIED NURSING ASSISTANTS OVER THE PAST DECADE. WHEN TEAM MEMBERS COMPLETE THE PROGRAM, THEY ARE GUARANTEED A PATIENT CARE POSITION IN AN INPATIENT UNIT. RESPIRATORY THERAPIST PROGRAM ($181,588) EMPLOYMENT OF RESPIRATORY THERAPISTS IS PROJECTED TO GROW 23% FROM 2020 TO 2030, MUCH FASTER THAN THE AVERAGE FOR ALL OCCUPATIONS. THERE IS CURRENTLY A SIGNIFICANT SHORTAGE OF RESPIRATORY THERAPISTS THROUGHOUT OUR HOSPITALS. THIS GRANT WILL PROVIDE TUITION REIMBURSEMENT FOR UP TO 10 GRADUATES WHILE FUNDING ONE CLINICAL INSTRUCTOR FOCUSING EXCLUSIVELY ON OVERSEEING AND COORDINATING OVERSIGHT OF RESPIRATORY THERAPIST STUDENTS. FAMILY CARE FUND ($161,059) 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 OVER $160,000 TO TEAM MEMBERS WITH NOWHERE ELSE TO TURN. CLINICAL RESEARCH NURSE FOR RADIATION ONCOLOGY ($153,018) A FULL-TIME CLINICAL RESEARCH NURSE SUPERVISOR WAS ASSIGNED TO SUPPORT RADIATION ONCOLOGY AND HAS EXPANDED NEW CLINICAL TRIALS AT MORTON PLANT HOSPITAL. TWO NEW MOFFITT-PHYSICIAN-INITIATED TRIALS STARTED IN 2023 WHILE MAINTAINING FIVE ALLIANCE RADIATION ONCOLOGY TRIALS, ENROLLING 14 PATIENTS. MORTON PLANT MEASE IS ACCREDITED BY THE COMMISSION ON CANCER, A DISTINCTION THAT RECOGNIZES OUR COMMITMENT TO IMPROVING CANCER PATIENTS' SURVIVAL AND QUALITY OF LIFE. ADVANCING PARAMEDICS AND LPNS TO REGISTERED NURSES ($122,800) CURRENTLY, MANY PARAMEDICS AND LPNS WITHIN OUR HOSPITALS ARE INTERESTED IN BECOMING A NURSE. THESE PARAMEDICS AND LPNS, UPON COMPLETING THE PROGRAM, WILL FILL NURSING VACANCIES AT ALL FOUR OF THE HOSPITALS OF MORTON PLANT MEASE. THIS NEW PILOT PROGRAM, IN PARTNERSHIP WITH PASCO-HERNANDO STATE COLLEGE, IS AIMED AT HELPING THE CURRENT NURSING SHORTAGE. DR. GEORGE MORRIS EARN AS YOU LEARN NURSING PROGRAMS ($118,000) 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. EVIDENCE-BASED PRACTICE SPECIALIST ($117,312) EVIDENCE-BASED PRACTICE (EBP) IS A PROCESS THAT INVOLVES SHARED CLINICAL DECISION-MAKING TO GUIDE POLICY AND PRACTICE DECISIONS, BASED ON THE BEST AVAILABLE RESEARCH, DATA, CLINICAL EXPERTISE, AND PATIENT PREFERENCES TO IMPROVE THE CARE FOR ALL WE SERVE. FROM THE PATIENT CARE SIDE, THE POSITION IS FOCUSED ON IMPROVING THE PATIENT EXPERIENCE, DECREASING HOSPITAL READMISSIONS, DECREASING LENGTH OF STAY, AND DECREASING HOSPITAL-ASSOCIATED INFECTIONS AND MORTALITY. WELLNESS IS EVERYTHING PHYSICIAN ENGAGEMENT ($111,500) PHYSICIAN BURNOUT IS A KEY CONTRIBUTOR TO THE EVER-GROWING PHYSICIAN WORKFORCE SHORTAGE. NOWHERE IS THAT STRAIN MORE APPARENT THAN WITHIN LARGE MULTI-SPECIALTY GROUPS. BAYCARE HEALTH SYSTEM'S PHYSICIAN PRACTICE GROUP, BAYCARE MEDICAL GROUP (BMG), EMPLOYS 544 PHYSICIANS AND 180 ADVANCE CARE PRACTITIONERS (ACPS) ACROSS WEST-CENTRAL FLORIDA. BMG DEVELOPED A PILOT PROGRAM INCORPORATING THREE KEY STRATEGIC INTERVENTIONS TO IMPROVE WELL-BEING AND INCREASE ENGAGEMENT AMONG PHYSICIANS AND ACPS TO PREVENT BURNOUT. NEUROSURGICAL PHYSICIAN ASSISTANT RESIDENCY PROGRAM ($100,000) FROM CRANIAL NEUROSURGERY, SPINE SURGERY, STROKE, AND INTERVENTIONAL NEURORADIOLOGY, MORTON PLANT HOSPITAL REMAINS THE COMMUNITY LEADER IN NEURO-INTERVENTIONAL CARE. IN PARTNERSHIP WITH THE UNIVERSITY OF TAMPA, THIS NEW PILOT PROGRAM IS A ONE-YEAR, ACCREDITED PROGRAM THAT INCLUDES THE FULL SPECTRUM OF CERTIFICATION REQUIREMENTS TO PREPARE THE RESIDENTS TO PERFORM THE TASKS OF AN EXPERIENCED PA IN NEUROSURGERY INCLUDING PARTICIPATING IN HOSPITAL ROUNDS. 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 ENDOWMENT ($52,000) THIS SCHOLARSHIP PROVIDES SUPPLEMENTAL FINANCIAL SUPPORT TO MORTON PLANT MEASE NURSING STUDENTS AND IS BASED ON FINANCIAL NEED AND NOT ACCORDING TO OUT-OF-POCKET EXPENSES FOR TUITION AND BOOKS. THE SCHOLARSHIP AWARD WILL ASSIST IN THE SUCCESSFUL COMPLETION OF NURSING SCHOOL, WHICH WILL, IN TURN, HELP FILL VACANCIES IN NURSING UNITS AND CLINICAL DEPARTMENTS. SINCE ITS INCEPTION, MORE THAN $450,000 HAS BEEN AWARDED TO 192 NURSING STUDENTS. 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 BEREAVEMENT PROGRAM SERVES AS A COMPREHENSIVE MODEL FOR SUPPORTING PATIENT FAMILIES, TEAM MEMBERS AND THE COMMUNITY IN TIMES OF GRIEF. THE BEREAVEMENT PROGRAM PROVIDES VALUABLE RESOURCES TO FAMILIES AND LOVED ONES WHO HAVE LOST A LOVED ONE WHILE IN OUR CARE. THIS GRANT FUNDS A PART-TIME BEREAVEMENT COORDINATOR WHO ASSISTS IN CREATING A COMPREHENSIVE BEREAVEMENT SUPPORT PROGRAM. 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. KATHERINE T. SMITH SCHOLARSHIP ($36,000) THE KATHERINE T. SMITH NURSING SCHOLARSHIP ENDOWMENT FUND IS AVAILABLE DUE TO THE GENEROSITY AND LOVE OF NURSING THAT KATHERINE T. SMITH POSSESSED THROUGHOUT HER PROFESSIONAL NURSING CAREER. TO ADVANCE NURSING EDUCATION, THIS GRANT REQUEST OFFERS SCHOLARSHIP MONIES TO QUALIFIED NURSES WHO HAVE ACCEPTED THE CHALLENGE TO PARTICIPATE IN BSN, MSN, PHD (NURSING), OR DNP DEGREE PROGRAMS. NURSE WELLNESS PROGRAM AT MEASE COUNTRYSIDE ($31,500) HEALTH CARE WORKFORCE BURNOUT RATES, TURNOVER, AND GENERAL LACK OF ENGAGEMENT HAVE SURGED RECENTLY. THE GOAL OF THIS PILOT PROGRAM IS TO HELP REDUCE THE ANXIETY, STRESS, AND FATIGUE OF OUR NURSES AND INVEST IN THEIR WELL-BEING BY FUNDING OUR OWN NURSE LEADERS AT MEASE COUNTRYSIDE HOSPITAL TO COMPLETE THE CERTIFIED NURSE COACH TRAINING PROGRAM TO BETTER PROVIDE OUR TEAM WITH SUPPORT ON-SITE, COPING MECHANISMS AND MENTORSHIP FROM PEERS. VIRTUAL NURSE PILOT PROGRAM ($29,500) MORTON PLANT HOSPITAL PILOTED A VIRTUAL NURSE PROGRAM TO REDUCE THE ADMINISTRATIVE TASKS THAT OFTEN BURDEN THE FRONTLINE NURSING TEAM. THE PURPOSE OF THE VIRTUAL NURSE PROGRAM IS TO COMPLEMENT THE BEDSIDE NURSE, NOT REPLACE THEM. THE GOAL IS TO IMPROVE NURSING SATISFACTION, ENHANCE THE PATIENT EXPERIENCE, AND REDUCE PATIENT HARM. THE VIRTUAL NURSE WILL BE FOCUSED ON HELPING WITH ADMISSIONS, DISCHARGES, PATIENT EDUCATION, OR FOLLOW-UP PHONE CALLS.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	CONTINUATION OF EXPANDED DESCRIPTION OF GRANTS FROM 4A PEACE MEMORIAL JOSEPH CLAPP SCHOLARSHIP ($20,000) RESEARCH CONTINUES TO PROJECT THAT DESPITE THE CURRENT EASING OF THE NURSING SHORTAGE, 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 2025. "GROWING OUR OWN" WILL BE LESS EXPENSIVE IN THE LONG RUN. THE EAYL PROGRAM ALSO PRODUCES EMPLOYEE LOYALTY AND INCREASES RETENTION. VOLUNTEER NURSE INITIATIVE ($18,488) 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. JOAN CLOW SEMINAR FUND ($16,600) 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. 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. DAISY AWARD PROGRAM FOR EXTRAORDINARY NURSES ($5,500) 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. FLEECE BLANKETS FOR PEDIATRIC EMERGENCY ROOM PATIENTS ($4,000) THE SEWING ROOM CURRENTLY MAKES FLEECE BLANKETS FOR OUR PEDIATRIC PATIENTS OR VISITORS IN THE EMERGENCY ROOM. GRANT DOLLARS WILL BE USED TO PURCHASE MORE FLEECE FABRIC TO CONTINUE THIS SPECIAL GIFT FOR THE CHILDREN IN OUR ERS. THIS GIFT HELPS TO ALLEVIATE SOME STRESS AND PROVIDE COMFORT TO PEDIATRIC PATIENTS WHILE IN OUR CARE. THE DIANE RAUCH CAMP NURSE JR. ($1,040) THE CAMP IS FOR STUDENTS ENTERING 7TH OR 8TH GRADE AND WILL BE HELD AT THE SALLY L. BAILEY EDUCATION CENTER ON THE MEASE DUNEDIN HOSPITAL CAMPUS. THE HANDS-ON CAMP ALLOWS STUDENTS TO EXPLORE NURSING AND VARIOUS OTHER HEALTH CARE CAREERS IN A FUN AND INTERACTIVE SETTING. THE CAMP IS NAMED IN HONOR OF DIANE RAUCH, A DEDICATED PEDIATRIC OR NURSE AND THEN A PINELLAS COUNTY SCHOOL NURSE.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4B (DISEASE SPECIFIC AND COMMUNITY OUTREACH): $889,776 MADONNA PTAK CENTER FOR ALZHEIMER'S RESEARCH AND MEMORY DISORDERS ($308,000) ALZHEIMER'S DISEASE IS THE MOST COMMON FORM OF DEMENTIA A GENERAL TERM FOR THE LOSS OF MEMORY AND OTHER INTELLECTUAL ABILITIES SERIOUS ENOUGH TO INTERFERE WITH DAILY LIFE. THE CENTER PROVIDES COMPREHENSIVE CARE TO PATIENTS WITH ALZHEIMER'S AND OTHER MEMORY LOSS DISORDERS USING A MULTI-DISCIPLINARY APPROACH WITH THE GOAL OF REDUCING THE LONG-TERM IMPACT OF MEMORY DISORDERS AND HELPING THE PATIENT LIVE A MORE FUNCTIONAL LIFE. 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. SLEEP DISORDERS HOME SLEEP TESTING PROGRAM ($100,000) AFTER THE COVID PANDEMIC, OUR HOSPITALS ARE TRANSITIONING SLEEP TESTS TO HOME SLEEP TESTING. TO SCHEDULE A PATIENT WITH A CURRENT ORDER FOR AN IN-LAB TEST SLEEP STUDY, THE WAIT IS CURRENTLY OVER THREE MONTHS, AND THE AVERAGE TURNAROUND TIME FOR HOME DEVICES IS SEVEN DAYS. THIS GRANT WILL HELP IMPROVE PATIENT SATISFACTION BY PROVIDING NEEDED SERVICES QUICKER, NOT WASTING RESOURCES ON A MORE EXPENSIVE IN-LAB TEST, NOT HAVING TO PAY OUT OF POCKET, TESTING IN THEIR HOME ENVIRONMENT, AND IMPROVING THE HEALTH SYSTEM'S SCHEDULING PROCESS. PLASMA AMYLOID TESTING FOR DEMENTIA PATIENTS ($50,000) DEMENTIA IS A GENERALIZED TERM REFERRING TO COGNITIVE DECLINE INTERFERING WITH DAILY FUNCTIONING. EARLY DETECTION IS ESSENTIAL FOR THE DISEASE COURSE DUE TO ITS PROGRESSIVE NATURE. CURRENTLY, THE MOST ACCESSIBLE DIAGNOSTIC TOOL TO DETECT AMYLOID BETA PEPTIDES, THE PROTEINS DEPOSITED IN ALZHEIMER'S DISEASED BRAINS, IS A LUMBAR PUNCTURE, WHICH CAN BE AN INVASIVE TEST. THIS GRANT REQUEST WILL PROVIDE COST-FREE PLASMA AMYLOID TESTING TO DEMENTIA PATIENTS WITH FINANCIAL NEEDS. MAMMOGRAPHY VOUCHER PROGRAM ($40,000) FIRST STARTED IN 2000, THIS COMMUNITY BREAST HEALTH SERVICES PROGRAM SERVES 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 WORLD-WIDE. THIS PROJECT WILL FUND HOME-MONITORING BLOOD PRESSURE KITS FOR WOMEN AT HIGHEST RISK FOR DEVELOPING PREECLAMPSIA AND OTHER HYPERTENSIVE DISORDERS OF PREGNANCY. THE GOAL OF THIS PROGRAM IS TO IMPROVE THE OUTCOMES OF HYPERTENSIVE DISORDERS OF PREGNANCY BY EDUCATING, SUPPORTING, ENGAGING THE COMMUNITY AND IMPROVING HEALTH CARE PRACTICES. INTEGRATIVE MEDICINE PROGRAM FOR CANCER PATIENTS ($25,000) 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. LIVING SPRINGS CANCER RETREAT ($24,375) AFTER A PAUSE DUE TO COVID, VOLUNTEER RESOURCES HOSTED THE LIVING SPRINGS RETREAT AT THE SAFETY HARBOR RESORT AND SPA IN EARLY SEPTEMBER. THIS ADULT CANCER SURVIVOR WEEKEND RETREAT IS OFFERED AT NO COST AND FEATURED ENTERTAINMENT AND SPA SERVICES FOR ADULT CANCER SURVIVORS AND THEIR CAREGIVERS. THIS MEMORABLE WEEKEND PROMOTES CAMARADERIE AND SHARED EXPERIENCES WHILE NURTURING THE SPIRIT OF THOSE TOUCHED BY CANCER. 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. MEDICAL FITNESS PROGRAM ($21,331) 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. 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. SUPPORTIVE BEREAVEMENT RESOURCES & MEMORY MAKING ($9,020) THERE HAS BEEN AN INCREASE IN ADULT ICU AND FETAL DEMISE CONSULTS TO PROVIDE BEREAVEMENT SUPPORT TO CHILDREN SUFFERING THE LOSS OF A LOVED ONE. THIS HAS LED TO NEEDING ADDITIONAL BEREAVEMENT RESOURCES TO PROVIDE THERAPEUTIC INTERVENTIONS AND SUPPORT DURING THESE CONSULTS. ITEMS WILL EQUIP THESE CHILDREN AND FAMILIES WITH RESOURCES TO AID COPING IN THEIR GRIEF JOURNEY.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	EXPANDED DESCRIPTION OF GRANTS FROM 4C (CAPITAL GRANTS): $6,260,240 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 2023, THESE CAPITAL FUNDS PURCHASED THE FOLLOWING: MORTON PLANT HOSPITAL CATHETERIZATION LAB ($2,400,000) THANKS TO THE COMMUNITY'S SUPPORT OF THE MORAN HEART HOSPITAL COMMUNITY CHALLENGE, MORTON PLANT HOSPITAL UPGRADED ITS CARDIAC CATHETERIZATION LABS 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 MEASE DUNEDIN HOSPITAL ($1,700,000) ROBOTICALLY-ASSISTED SURGERY, COMPARED TO OPEN SURGERIES, IS 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 LOWER RISK OF INFECTION, RESULTING IN FASTER RECOVERY, FEWER COMPLICATIONS, AND OVERALL IMPROVED OUTCOMES. THE SYSTEM ALSO ALLOWS SURGEONS BETTER VISUALIZATION, FULL USE OF THEIR WRISTS, AND BETTER BODY ERGONOMICS AS THEY GENERALLY SIT RATHER THAN STAND. THANKS TO THE COMMUNITY'S PHILANTHROPIC SUPPORT, THIS IS MEASE DUNEDIN HOSPITAL'S FIRST DA VINCI SURGICAL SYSTEM. ION ENDOLUMINAL ROBOTIC SYSTEM AT MEASE COUNTRYSIDE ($613,000) LUNG CANCER HAS BECOME THE MOST DIAGNOSED CANCER SINCE 2018 WITH MORE THAN 2.1 MILLION PEOPLE DIAGNOSED EACH YEAR. THIS ION ENDOLUMINAL ROBOTIC SYSTEM WILL ALLOW OUR INTERVENTIONAL PULMONOLOGISTS AT MEASE COUNTRYSIDE HOSPITAL TO BIOPSY AREAS OF THE LUNG THAT ARE NOT CURRENTLY ACCESSIBLE. THE TECHNOLOGY FEATURES AN ULTRA-THIN, ULTRA-MANEUVERABLE CATHETER THAT ALLOWS NAVIGATION FAR INTO THE PERIPHERAL LUNG, AND THE PRECISION NEEDED FOR BIOPSY. CIOS SPIN 3D FLUOROSCOPY ($370,000) MORE PEOPLE IN THE UNITED STATES DIE FROM LUNG CANCER THAN ANY OTHER TYPE OF CANCER. 70% OF EARLY-STAGE LUNG CANCER RESIDES IN THE TOUGHEST-TO-REACH PARTS OF THE LUNG AND ARE VERY SMALL IN SIZE. THIS TECHNOLOGY WILL ENABLE MORTON PLANT HOSPITAL TO INCREASE ITS ABILITY TO DIAGNOSE LUNG CANCER AT AN EARLY STAGE, OFFERING PATIENTS MORE CURATIVE TREATMENT OPTIONS. THE CIOS SPIN WILL DECREASE PROCEDURE TIME FOR PATIENTS, AND INCREASE ACCURACY OF BIOPSY NEAR VITAL STRUCTURES. ECHOCARDIOGRAM MACHINE FOR MEASE DUNEDIN ($244,206) ECHOCARDIOGRAM IS OFTEN THE FIRST CARDIAC IMAGING TEST PERFORMED FOR PATIENTS WITH HEART DISEASE. MEASE DUNEDIN HOSPITAL IS ABLE TO OPEN ITS SERVICES TO MORE PATIENTS, INCLUDING CANCER PATIENTS. WITH CANCER PATIENTS, THERE HAS BEEN AN INCREASE IN DEMAND FOR EVALUATIONS OF HEART FUNCTION BEFORE, DURING, AND AFTER CHEMOTHERAPY TREATMENTS. THIS NEW MACHINE WILL OFFER THE NEWEST TECHNOLOGY AND ALLOW THE CLINIC TO OFFER 3D IMAGING. STRUCTURAL HEART CLINIC ECHO MACHINE AT MORTON PLANT HOSPITAL ($197,712) MORTON PLANT HOSPITAL'S ADVANCED VALVE AND STRUCTURAL HEART CARE CLINIC PROVIDES INNOVATIVE HEART CARE TO PATIENTS THROUGHOUT THE REGION. IN 2022, THEY RECEIVED THE TRANSCATHETER VALVE CERTIFICATION FROM THE AMERICAN COLLEGE OF CARDIOLOGY. THIS NEW MACHINE WILL OFFER THE NEWEST TECHNOLOGY, ALLOWING THE CLINIC TO OFFER 3D AND STRAIN IMAGING. ELECTROPHYSIOLOGY LAB AT MORTON PLANT HOSPITAL ($187,791) MORTON PLANT HOSPITAL'S CARDIAC ELECTROPHYSIOLOGY PROGRAM IS A FULL-SERVICE RHYTHM PROGRAM FROM TESTING TO DIAGNOSIS TO TREATMENT OF ANY TYPE OF ARRHYTHMIA, INCLUDING ATRIAL FIBRILLATION (AFIB), VENTRICULAR TACHYCARDIA, SUPRAVENTRICULAR TACHYCARDIA, AND ATRIAL FLUTTER. AS A LEADER OF CARDIAC ELECTROPHYSIOLOGY, MORTON PLANT HOSPITAL PERFORMS THE MOST COMPLEX PROCEDURES, AND COMPLEX ABLATION VOLUME CONTINUES TO INCREASE. GE PANDA WARMERS FOR NICU AT MORTON PLANT HOSPITAL ($80,612) THIS GRANT FUNDED FOUR NEW PANDA WARMERS FOR THE NICU WITH THE LATEST TECHNOLOGY AND FEATURES. THE PANDA WARMERS WILL DECREASE ALARM FATIGUE AND INCREASE THE TEAMS' EFFICIENCY AS THE NEW DESIGN ALLOWS THE TEAM MORE ROOM TO WORK AND BETTER ACCESS TO THE INFANT FOR BOTH THE NURSES AND PARENTS. NEONATAL TRANSPORTER AT MORTON PLANT HOSPITAL ($72,316) MORTON PLANT HOSPITAL'S NEW NEONATAL TRANSPORTER, WITH AN INTEGRATED VENTILATOR, WILL BE UTILIZED TO TRANSPORT CRITICAL NEONATES FROM THE ER AND ORS TO THE HOSPITAL'S LABOR AND DELIVERY AND NICU. THIS TECHNOLOGY WILL ALLOW FOR SAFER AND MORE EFFECTIVE IMMEDIATE STABILIZATION OF THE PRETERM INFANT, WHICH CAN ULTIMATELY LEAD TO DECREASED LENGTH OF STAY AND IMPROVED CRITICAL OUTCOMES. VIDEO STROBE FOR MORTON PLANT NORTH BAY HOSPITAL'S SPEECH THERAPY DEPARTMENT ($70,806) DIGITALLY RECORDS STROBOSCOPIC AND ENDOSCOPIC EXAMS WITH AN HD OPTICAL SYSTEM, OFFERING THE HIGHEST LEVEL OF CONTRAST AND COLOR REPRODUCTION. THIS WILL ALLOW PROVIDERS TO SEE FINE DETAILS OF VOCAL CORDS DURING SPEECH, ALLOWING THEM TO EVALUATE THE MOVEMENT AND ASSESS FOR LARYNGEAL ABNORMALITIES. FETAL MONITORS FOR MEASE COUNTRYSIDE HOSPITAL ($64,730) ELECTRONIC FETAL MONITORING IS ESSENTIAL TO PROVIDING SAFE CARE TO OUR ANTEPARTUM AND INTRAPARTUM PATIENTS. THE MONITORS PROVIDE THE CARE TEAM WITH INFORMATION REGARDING FETAL OXYGENATION. POSITIVE INFANT DELIVERY OUTCOMES ARE REFLECTED IN APGAR SCORES, NICU ADMISSIONS AND CORD GAS VALUES. GIRAFFE CARE STATION FOR MORTON PLANT'S NICU ($49,986) THE GIRAFFE INCUBATOR CARE STATION IS A STATE-OF-THE-ART NEONATAL ENVIRONMENT THAT PROMOTES NATURAL, PEACEFUL HEALING WHILE FOSTERING FAMILY-CENTERED CARE AND BONDING. ADDITIONALLY, THE HEALTH CARE TEAM HAS IMPROVED ACCESS TO THE SMALLEST PATIENTS, GIVING THEM A BETTER CHANCE AT PROVIDING SUCCESSFUL TREATMENT WHILE MAINTAINING A STABLE THERMAL ENVIRONMENT ESSENTIAL FOR NEONATAL HEALING. THESE BEDS CAN ALSO BE UTILIZED IN A MOTHER BABY ROOM IF A BABY REQUIRES WARMING AND PHOTOTHERAPY. ANGEL EYE NICU VIEW SYSTEM AT MORTON PLANT HOSPITAL ($47,420) 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. SONOSITE ULTRASOUND FOR MEASE COUNTRYSIDE HOSPITAL'S NICU ($41,925) THIS TECHNOLOGY PROVIDED THE NEONATAL TEAM WITH VISUALIZATION TOOLS NEEDED TO ENHANCE THE CARE OF NEONATES IN THE NICU, INCLUDING IV PLACEMENT. IT WILL ALLOW INFANTS IN THE COMMUNITY TO ACCESS TREATMENTS NEEDED FOR THEIR CONDITIONS. IT WILL ALSO REASSURE THE PARENTS OF INFANTS THAT THE PROCEDURE IS BEING PERFORMED WITH THE NEWEST TECHNOLOGY, PROVIDING SAFE AND ACCURATE LINE PLACEMENTS. TECOTHERM NEO-INFANT COOLING SYSTEM ($38,181) THIS EQUIPMENT IS ESSENTIAL TO BEGIN THE COOLING PROCESS FOR INFANT BRAIN INJURY THAT OCCURS WHEN THE BRAIN DOESN'T RECEIVE ENOUGH OXYGEN OR BLOOD FLOW. COOLING IS RECOGNIZED AS AN EFFECTIVE INTERVENTION TO DECREASE ADVERSE NEURO-DEVELOPMENTAL OUTCOMES FOLLOWING PERINATAL ASPHYXIA. THE SYSTEM MONITORS INFANT TEMPERATURE EVERY TWO SECONDS AND MAKES CHANGES TO COOLING FLUID TO ENSURE THE INFANT'S TEMPERATURE REMAINS STABLE. VOLUNTEER RESOURCES GOLF CART TRAMS ($24,000) VOLUNTEER RESOURCES PROVIDES RIDES FOR VISITORS, PATIENTS, FAMILY MEMBERS, AND TEAM MEMBERS FROM VARIOUS LOCATIONS ON OUR HOSPITAL CAMPUSES. THE RIDE HELPS TO ENSURE THESE PEOPLE GET TO THEIR DESTINATION ON TIME AND SAFELY. IT ALSO HELPS TO REDUCE THE NUMBER OF PEOPLE GOING TO THE WRONG BUILDING OF OUR GROWING CAMPUSES. TWO NEW GOLF CARTS ON THE MORTON PLANT HOSPITAL CAMPUS WILL ALLOW THE VOLUNTEER RESOURCES DEPARTMENT TO CONTINUE THIS CUSTOMER SATISFIER AND HELP TO ENSURE DRIVER AND PASSENGER SAFETY. NURSING SIMULATION EQUIPMENT ($19,952) THIS GRANT PROVIDED OUR UNIT-BASED EDUCATORS WITH NEEDED EDUCATIONAL EQUIPMENT FOR THE TRAINING OF TEAM MEMBERS TO IMPROVE TEAM MEMBERS' KNOWLEDGE, SKILL COMPETENCE, AND PROFICIENCY. THIS GRANT HELPED PURCHASE MOBILE VIRTUAL PATIENT MONITORS FOR THE SUSIE SIMULATOR, WHICH ALLOWS EDUCATORS TO CREATE IMMERSIVE SCENARIOS TO ENHANCE SIMULATION-BASED LEARNING, SUCH AS PRACTICING VITAL SIGN DOCUMENTATION AND INTERPRETATION SKILLS AT THE BEDSIDE OR IN TRANSIT. INBODY TECHNOLOGY TO COMBAT OBESITY FOR MEASE BARIATRIC PROGRAM ($17,995) MORE THAN 63% OF PINELLAS COUNTY ADULTS ARE OVERWEIGHT OR OBESE. THIS TECHNOLOGY OFFERS PATIENTS A MORE PERSONALIZED APPROACH TO OBESITY TREATMENT WITH PRECISE DATA MEASUREMENTS. TRADITIONAL MEASUREMENTS OF HEIGHT, WEIGHT, AND AGE DO NOT ANALYZE WHAT'S GOING ON INTERNALLY. INBODY PROVIDES A DIAGNOSTIC TOOL TO PINPOINT WHAT IS HAPPENING INTERNALLY TO DETECT ISSUES SUCH AS EXCESS VISCERAL FAT OR WATER.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	CONTINUATION OF EXPANDED DESCRIPTION OF GRANTS FROM 4C POST CONCUSSION MANAGEMENT ($11,000) OUTPATIENT REHAB IS EXPERIENCING AN INCREASING NUMBER OF REFERRALS FOR A POST-CONCUSSION MANAGEMENT DIAGNOSIS. 3D MODELING TECHNOLOGY ALLOWS FOR SUPERIOR EYE MOVEMENT TESTING AND OBSERVATION RELATED TO VESTIBULAR PATHOLOGY SEEN IN POST-CONCUSSION PATIENTS. THIS TECHNOLOGY WILL ENHANCE PATIENT EDUCATION WITH SELF-TREATMENT TECHNIQUES FOR HOME MANAGEMENT UTILIZING REAL-TIME VISUAL FEEDBACK. PEDIATRIC MONROE BED ($8,608) THIS SPECIALTY BED FOR TODDLERS HELPS MAINTAIN A SAFE ENVIRONMENT WHILE STILL ALLOWING PARENTS AND STAFF TO CARE FOR THE CHILD USING PROPER BODY MECHANICS. THE BED IS SPECIFICALLY DESIGNED FOR ACTIVE PEDIATRIC PATIENTS WHO MAY BE AT RISK OF CLIMBING OUT OF BED.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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) 2023

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) 2023

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) 2023

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) 2023

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) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	5,844,848	6,455,727
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	833,365	3,556,658
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-179,599	142,884
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	6,498,614	10,155,269
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	16,475,427	9,542,232
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)	1,595,118	1,645,567
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,423,592
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,074,752	1,001,414
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	19,145,297	12,189,213
19	Revenue less expenses. Subtract line 18 from line 12.......	-12,646,683	-2,033,944
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	108,978,355	116,793,570
21	Total liabilities (Part X, line 26).............	5,455,442	4,670,081
22	Net assets or fund balances. Subtract line 21 from line 20.....	103,522,913	112,123,489

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,435,519 including grants of $ 2,392,216 ) (Revenue $ )
	PROVIDING SUPPORT TO ENHANCE THE QUALITY OF CLINICAL CARE FROM MORTON PLANT MEASE NURSES, PHYSICIANS, AND VOLUNTEERS, INCLUDING: NATIONALLY RECOGNIZED VIRTUAL NURSE PILOT PROGRAM FOCUSED ON COMPLEMENTING THE BEDSIDE NURSE; CANCER-RELATED CLINICAL RESEARCH STUDIES MANAGED BY RADIATION ONCOLOGY NURSE; DR. GEORGE MORRIS EARN AS YOU LEARN NURSING SCHOLARSHIPS; FAMILY MEDICINE RESIDENCY CLINICAL TRAINING; PHYSICIAN ENGAGEMENT PILOT PROGRAM TO PREVENT BURNOUT; AND NURSING ADVANCEMENT PROGRAMS. SEE SECTION O FOR A DETAILED DESCRIPTION OF PROGRAMS REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

4b	(Code: ) (Expenses $ 905,882 including grants of $ 889,776 ) (Revenue $ )
	PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: ADULT CANCER SURVIVORS AND CAREGIVERS RETREAT; MAMMOGRAPHY VOUCHER PROGRAM PROVIDING BREAST CANCER SCREENINGS AND TREATMENT; MEDICAL FITNESS PROGRAM TARGETING CHRONIC DISEASE; SLEEP DISORDERS CLINIC DISTRIBUTION OF HOME SLEEP TESTS; INTEGRATIVE MEDICINE SYMPTOM MANAGEMENT; MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS DISORDERS; AND PALLIATIVE CARE OFFERING A HOLISTIC APPROACH TO TREATING PATIENTS WITH CHRONIC ILLNESS. SEE SECTION O FOR A DETAILED DESCRIPTION OF PROGRAMS REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

4c	(Code: ) (Expenses $ 6,373,560 including grants of $ 6,260,240 ) (Revenue $ )
	PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: ION ENDOLUMINAL ROBOTIC SYSTEM AT MEASE COUNTRYSIDE HOSPITAL TO FIND AND TREAT LUNG ISSUES IN THE EARLIEST STAGES; ANGEL EYE CAMERA SYSTEM PROVIDING FAMILIES 24/7 ACCESS TO VIEW THEIR BABIES IN THE NEONATAL INTENSIVE CARE UNIT; STATE-OF-THE-ART CARDIOVASCULAR ENHANCEMENTS, INCLUDING MULTIPLE ECHOCARDIOGRAM MACHINES AND UPDATING THE CATHETERIZATION LAB AT MORTON PLANT HOSPITAL; MEASE DUNEDIN HOSPITAL'S FIRST DA VINCI SURGICAL SYSTEM FOR ROBOTIC ASSISTED 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 expenses9,714,961

(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) KATHLEEN C PERROTT........................................................................ DIRECTOR	1.00 .......................	X			0	0	0
(19) NANCY CROY RAMEY........................................................................ DIRECTOR	1.00 .......................	X			0	0	0
(20) ROBERT SORENSEN........................................................................ 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	1,046,626	77,927
(24) ERNESTINE MORGAN CFRE........................................................................ PRESIDENT AND CEO	60.00 .......................		X		382,457	0	57,050
(25) KATHRYN LANE........................................................................ DIRECTOR OF FINANCE	50.00 .......................			X	101,259	0	25,132

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	483,716	1,046,626	160,109

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 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	111
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	541,952
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,913,775

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

h Total. Add lines 1a-1f.......		6,455,727

		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) ......			2,617,675			2,617,675
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	25,400,243
b	Less: cost or other basis and sales expenses	7b	24,461,260
c	Gain or (loss)	7c	938,983
d	Net gain or (loss).........			938,983			938,983
8a	Gross income from fundraising events (not including $ 541,952of contributions reported on line 1c). See Part IV, line 18 ....
			8a	547,548
b	Less: direct expenses ...		8b	404,664
c	Net income or (loss) from fundraising events..			142,884			142,884
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
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			10,155,269	0	0	3,699,542

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	9,542,232	9,542,232
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) .........	439,507	131,852	43,951	263,704
7	Other salaries and wages........	925,293		329,559	595,734
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	69,469		26,653	42,816
9	Other employee benefits .......	127,735	7,395	39,151	81,189
10	Payroll taxes ...........	83,563	7,312	23,502	52,749
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	800		400	400
c	Accounting ...........	49,500		49,500
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	404,280		404,280
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	204,362	4,948	5,001	194,413
12	Advertising and promotion ....	38,748	3,875	10,934	23,939
13	Office expenses .......	67,591	1,993	45,289	20,309
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	149,562	12,986	41,971	94,605
17	Travel ............	4,816		1,322	3,494
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	20,264		4,257	16,007
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	27,067	2,368	7,613	17,086
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	27,668		16,601	11,067
b	PROSPECT RESEARCH	6,756		676	6,080
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	12,189,213	9,714,961	1,050,660	1,423,592
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 .........			381,360	2	512,514
3	Pledges and grants receivable, net ......			4,017,931	3	3,526,348
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 ......			329,803	9	367,642
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,667,850
b	Less: accumulated depreciation	10b	1,331,428	363,489	10c	336,422
11	Investments—publicly traded securities .			77,614,790	11	84,015,747
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 ...........			26,270,432	15	28,034,347
16	Total assets. Add lines 1 through 15 (must equal line 33)...			108,978,355	16	116,793,570

17	Accounts payable and accrued expenses .....	451,203	17	363,925
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	5,004,239	25	4,306,156
26	Total liabilities. Add lines 17 through 25..	5,455,442	26	4,670,081

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	30,117,682	27	35,806,640
28	Net assets with donor restrictions ...........	73,405,231	28	76,316,849
	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 ...........	103,522,913	32	112,123,489
33	Total liabilities and net assets/fund balances ........	108,978,355	33	116,793,570