Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
A For the 2025 calendar year, or tax year beginning 01-01-2025 , and ending 12-31-2025
BCheck if applicable:
CName of organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2536 COUNTRYSIDE BLVD SUITE 600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEARWATER, FL33763
D Employer identification number

59-1751535
E Telephone number

G Gross receipts $ 43,035,705
F Name and address of principal officer:
KATRINA MASON
2536 COUNTRYSIDE BLVD SUITE 600
CLEARWATER,FL33763
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.MPMF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1977
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: RAISING PHILANTHROPIC SUPPORT FOR PROGRAMS AT FOUR HOSPITALS OF MORTON PLANT MEASE HEALTH CARE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 25
5 Total number of individuals employed in calendar year 2025 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 110
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
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,889,934 15,090,936
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,947,513 7,083,880
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 98,147 -81,614
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,935,594 22,093,202
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,636,826 13,290,113
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) 1,822,405 1,993,350
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 1,664,333    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,085,744 1,008,714
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 13,544,975 16,292,177
19 Revenue less expenses. Subtract line 18 from line 12....... -1,609,381 5,801,025
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 122,669,000 139,990,730
21 Total liabilities (Part X, line 26)............. 4,534,854 5,689,489
22 Net assets or fund balances. Subtract line 21 from line 20..... 118,134,146 134,301,241
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2025)
Form 990 (2025)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: MORTON PLANT MEASE HEALTH CARE FOUNDATION IS COMMITTED TO SUPPORTING THE HOSPITALS OF MORTON PLANT MEASE TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY BY INSPIRING PEOPLE TO INVEST IN EXTRAORDINARY, COMPASSIONATE CARE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,187,756 including grants of $ 9,042,464 ) (Revenue $   )
PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: VARIAN TRUEBEAM ADVANCED RADIOTHERAPY SYSTEM FOR CANCER TREATMENT; MOBILE IMAGING C-ARM SUPPORTING MORTON PLANT NORTH BAY HOSPITAL'S GROWING SURGICAL PROGRAM; INTEGRATED STABILIZATION UNIT HELPING INDIVIDUALS EXPERIENCING MENTAL ILLNESS OR SUBSTANCE USE DISORDERS; NEONATAL INTENSIVE CARE UNIT COUPLET CARE ALLOWING MOTHERS AND BABIES TO BE CARED FOR TOGETHER; FUTURE INPATIENT ONCOLOGY UNIT AT MEASE COUNTRYSIDE HOSPITAL; AND CARELIFT TRANSPORTATION SERVICE GETTING PATIENTS TO AND FROM APPOINTMENTS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH CAPITAL GRANT REQUESTED BY THE HOSPITALS.
4b (Code:   ) (Expenses $ 3,329,080 including grants of $ 3,276,435 ) (Revenue $   )
PROVIDING SUPPORT TO ENHANCE THE QUALITY OF CLINICAL CARE FROM MORTON PLANT MEASE NURSES, PHYSICIANS, AND VOLUNTEERS, INCLUDING: STRATEGIC COLLABORATION WITH NORTHWESTERN MEDICINE ENHANCING CLINICAL STUDIES AND TRIALS; EMPLOYEE ASSISTANCE PROGRAM COUNSELOR ADDRESSING TEAM MEMBER MENTAL HEALTH; VIRTUAL REALITY SIMULATION TRAINING FOR OUR NURSES; REGISTERED DIETITIAN EDUCATING PATIENTS ABOUT NUTRITION'S ROLE IN DISEASE MANAGEMENT; MULTIPLE NURSING ENGAGEMENT SCHOLARSHIPS; AND FAMILY MEDICINE RESIDENCY CLINICAL TRAINING. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.
4c (Code:   ) (Expenses $ 986,819 including grants of $ 971,214 ) (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; INTEGRATIVE MEDICINE SYMPTOM MANAGEMENT; ONGOING NEW PARENT EDUCATION AND SUPPORT; MEDICATION ASSISTANCE FOR PATIENTS AT DISCHARGE; PALLIATIVE CARE OFFERING A HOLISTIC APPROACH TO TREATING PATIENTS WITH CHRONIC ILLNESS; AND MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS DISORDERS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses13,503,655
Form 990 (2025)
Form 990 (2025)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2025)
Form 990 (2025)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
109
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2025)
Form 990 (2025)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2025)
Form 990 (2025)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
26
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
25
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
FL
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MS KATHRYN LANE2536 COUNTRYSIDE BLVD SUITE 600   CLEARWATER,FL33763 (727) 462-7036
Form 990 (2025)
Form 990 (2025)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JON M BRETHAUER......................................................................
CHAIRMAN
 6.00
.................
  		X   X       0 0 0
(2) THOMAS J KUREY III......................................................................
VICE CHAIR
 6.00
.................
  		X   X       0 0 0
(3) NANCY CROY RAMEY......................................................................
TREASURER
 6.00
.................
  		X   X       0 0 0
(4) NANCY PAIKOFF......................................................................
SECRETARY
 6.00
.................
  		X   X       0 0 0
(5) DAVID ABELSON......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(6) FRED AHARI......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) MICHAEL BARRY MD......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(8) RAY BOUCHARD......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) ALLIE CANTONIS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) STEVEN L CASS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) KEVIN DONOGHUE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(12) YVES GABRIEL MD......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) DIANE GOBO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(14) GERRY GOLDHAMMER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) JEFFREY JENSEN DO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(16) PATRICIA JONES......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(17) LISA JOHNSON R N......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
Form 990 (2025)
Form 990 (2025)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JOHN MASSON MD........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) SYDNEY E NIEWIERSKI........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) JAMES A OSTROSKY........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) KATHLEEN C PERROTT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) TERRY REAVIS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) ROBERT SORENSEN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) HALEY B TODSON DO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(25) M JAVIER ZUNIGA........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(26) MATTHEW E NOVAK........................................................................
DIRECTOR
 1.00
.......................45.00 		X           0 725,458 95,098
(27) ERNESTINE MORGAN CFRE........................................................................
PRESIDENT AND CEO (RETIRED 2/5/25)
 60.00
.......................   		    X       253,731 0 16,719
(28) KATRINA MASON........................................................................
PRESIDENT AND CEO
 60.00
.......................   		    X       254,807 0 21,253
(29) KATHRYN LANE........................................................................
VP OF PHILANTHROPIC OPERATIONS
 50.00
.......................   		        X   117,443 0 31,055
(30) ERIC BARSEMA........................................................................
VP OF PHILANTHROPIC IMPACT
 50.00
.......................   		        X   116,359 0 17,504
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 742,340 725,458 181,629
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2025)
Form 990 (2025)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 332,933
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 14,758,003
g Noncash contributions included in lines 1a - 1f:$ 1g 231,194
h Total. Add lines 1a-1f....... 15,090,936
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 2,807,601     2,807,601
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 24,896,840  
b Less: cost or other basis and sales expenses 7b 20,620,561  
c Gain or (loss) 7c 4,276,279  
d Net gain or (loss)......... 4,276,279     4,276,279
8a Gross income from fundraising events (not including $ 332,933of contributions reported on line 1c). See Part IV, line 18 ....
8a 240,328
b Less: direct expenses ... 8b 321,942
c Net income or (loss) from fundraising events.. -81,614   -81,614
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..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 22,093,202 0 0 7,002,266
Form 990 (2025)
Form 990 (2025)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 13,290,113 13,290,113
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) ......... 546,510 163,953 54,651 327,906
7 Other salaries and wages........ 1,070,070   355,638 714,432
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 88,805 2,958 26,230 59,617
9 Other employee benefits ....... 171,584 11,011 46,801 113,772
10 Payroll taxes ........... 116,381 9,892 29,968 76,521
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,418   1,209 1,209
c Accounting ........... 59,600   59,600  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 406,292   406,292  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 168,375 1,419 3,939 163,017
12 Advertising and promotion .... 31,248 3,125 6,328 21,795
13 Office expenses ....... 69,039 1,453 53,773 13,813
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 185,025 16,190 52,038 116,797
17 Travel ............ 5,224   1,107 4,117
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 12,132   2,866 9,266
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 40,469 3,541 11,382 25,546
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 BOARD DEVELOPMENT 18,899   11,339 7,560
b PROSPECT RESEARCH 8,272   827 7,445
c MEMBERSHIPS 1,721   201 1,520
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 16,292,177 13,503,655 1,124,189 1,664,333
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).        
Form 990 (2025)
Form 990 (2025)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 553 1 550
2 Savings and temporary cash investments ......... 1,670,322 2 504,989
3 Pledges and grants receivable, net ...... 2,386,093 3 4,868,782
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 ...... 299,237 9 169,874
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 264,184
b Less: accumulated depreciation 10b 149,408 325,421 10c 114,776
11 Investments—publicly traded securities . 88,315,753 11 101,735,220
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14 1,181,960
15 Other assets. See Part IV, line 11 ........... 29,671,621 15 31,414,579
16 Total assets. Add lines 1 through 15 (must equal line 33)... 122,669,000 16 139,990,730
Liabilities 17 Accounts payable and accrued expenses ..... 450,401 17 449,780
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 4,084,453 25 5,239,709
26 Total liabilities. Add lines 17 through 25.. 4,534,854 26 5,689,489
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 38,287,256 27 48,140,166
28 Net assets with donor restrictions ........... 79,846,890 28 86,161,075
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 118,134,146 32 134,301,241
33 Total liabilities and net assets/fund balances ........ 122,669,000 33 139,990,730
Form 990 (2025)
Form 990 (2025)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
22,093,202
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
16,292,177
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
5,801,025
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
118,134,146
5
Net unrealized gains (losses) on investments ...............
5
8,831,550
6
Donated services and use of facilities .................
6
55,181
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,479,339
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
134,301,241
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2025)
Form 990 (2025)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...........................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2025

Schedule A (Form 990) 2025
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) 2021 (b) 2022 (c) 2023 (d) 2024 (e) 2025 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 15,490,066 5,844,848 5,913,775 6,447,965 14,989,197 48,685,851
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 15,490,066 5,844,848 5,913,775 6,447,965 14,989,197 48,685,851
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) .. 12,651,703
6 Public support. Subtract line 5 from line 4. 36,034,148
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) 2025 (f) Total
7 Amounts from line 4.. 15,490,066 5,844,848 5,913,775 6,447,965 14,989,197 48,685,851
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,177,417 2,326,046 2,617,675 2,781,256 2,807,601 12,709,995
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 61,395,846
12
12
2,879,841
13
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 ........................................
Section C. Computation of Public Support Percentage
14
14
58.690 %
15
15
63.320 %
16a
33 1/3% support test—2025. 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 .......................
b
33 1/3% support test—2024. 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 .....................
17a
10%-facts-and-circumstances test—2025. 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 ............
b
10%-facts-and-circumstances test—2024. 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 ............
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions .....................................................
Schedule A (Form 990) 2025

Schedule A (Form 990) 2025
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) 2021 (b) 2022 (c) 2023 (d) 2024 (e) 2025 (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) 2021 (b) 2022 (c) 2023 (d) 2024 (e) 2025 (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.)..            
14
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.................................................
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2025. 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 .......
b
33 1/3 % support tests—2024. 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 .....
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ....
Schedule A (Form 990) 2025

Schedule A (Form 990) 2025
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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
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).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined 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.
9b
 
 
c
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.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2025

Schedule A (Form 990) 2025
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
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.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of its supported organization(s)? 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 each of its supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a, 3b, and 3c below.
a
Are the organization and its supported organization(s) part of an integrated system (for example, a hospital system)? If “Yes,” provide details in Part VI.
3a
 
 
b
Did the organization direct the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
c
Did the organization have the power to regularly appoint or elect (and remove) a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3c
 
 
Schedule A (Form 990) 2025

Schedule A (Form 990) 2025
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 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  
7
Schedule A (Form 990) 2025

Schedule A (Form 990) 2025
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  
6Total annual distributions. Add lines 1 through 5. 6  
7 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		7  
8 Distributable amount for 2025 from Section C, line 6 8  
9 Line 7 amount divided by Line 8 amount 9  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2025 		(iii)
Distributable
Amount for 2025
1 Distributable amount for 2025 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2025:
a From 2020.......  
b From 2021.......  
c From 2022.......  
d From 2023.......  
e From 2024.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2025 distributable amount  
i Carryover from 2020 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2025 from Section D, line 6:
$  
a Applied to underdistributions of prior years  
b Applied to 2025 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2025, 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 2025. 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 2026. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2021.....  
b Excess from 2022.....  
c Excess from 2023.....  
d Excess from 2024.....  
e Excess from 2025.....  
Schedule A (Form 990) (2025)

Schedule A (Form 990) 2025
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, 3b, and 3c; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5 and 7; 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) 2025


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
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
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 ......... $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC 		Employer identification number
59-1751535
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year  
4
Number of states where property subject to conservation easement is located  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
 
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
$  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under 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.
b
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 ......................... $  
(ii)
Assets included in Form 990, Part X ............................... $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 .......................... $  
b
Assets included in Form 990, Part X ............................... $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 32,794,833 31,386,050 29,383,584 32,932,243 31,401,520
b Contributions ...          
c Net investment earnings, gains, and losses 1,766,777 1,408,783 2,002,466 -3,548,659 1,530,723
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 34,561,610 32,794,833 31,386,050 29,383,584 32,932,243
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment  
b
Permanent endowment 100.000 %
c
Term endowment  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
Yes
 
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   34,131 4,433 29,698
d Equipment ....   61,616 54,699 6,917
e Other .....   168,437 90,276 78,161
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).. 114,776
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 INSURANC 5,313,343
(2)EXTERNALLY CONTROLLED ENDOWMENTS 20,570,304
(3)INTEREST RECEIVABLE 111,335
(4)OTHER ASSETS 59,780
(5)REMAINDER INTEREST IN TRUST AND EST 5,359,817
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)........... 31,414,579
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 3,142,732
OPERATING LEASE LIABILITY 1,290,535
TRUSTS LIABILITY - TIME RESTRICTED 806,442






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.) 5,239,709
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 32,235,248
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 8,831,550
b Donated services and use of facilities ......... 2b 55,181
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 1,661,607
e Add lines 2a through 2d ..................... 2e 10,548,338
3 Subtract line 2e from line 1.................. 3 21,686,910
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 406,292
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 406,292
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 22,093,202
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 16,068,153
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 182,268
e Add lines 2a through 2d.................... 2e 182,268
3 Subtract line 2e from line 1................... 3 15,885,885
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 406,292
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c 406,292
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 16,292,177
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, 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 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, 2024 AND 2023, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENTS 1,661,607.
PART XII, LINE 2D - OTHER ADJUSTMENTS: AMORTIZATION OF RIGHT OF USE ASSETS 182,268.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990)
(Rev. January 2025)
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. Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 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) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . .      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.






VerticalRevenue
(a) Event #1

GOLF & PICKLEBALL TOURNAMENT
(event type) 		(b) Event #2

NORTH BAY CELEBRATION
(event type) 		(c) Other events

14
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
225,311
139,770
187,985
553,066

2
Less: Contributions . . . .
120,505
78,150
134,278
332,933
3 Gross income (line 1 minus
line 2) . . . . . .
104,806
61,620
53,707
220,133



VerticalDirectExpenses
4 Cash prizes . . . . .     5,400 5,400
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 23,371     23,371
7 Food and beverages . . . 30,980 28,091 75,085 134,156
8 Entertainment . . . .   4,950 1,495 6,445
9 Other direct expenses . . . 58,791 25,643 68,136 152,570
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . 321,942
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . -101,809
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . .
 

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

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name
Address
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization $   and the
amount of gaming revenue retained by the third party $   .
c
If "Yes," enter name and address of the third party:
Name
Address
16
Gaming manager information:
Name
Gaming manager compensation $  
Description of services provided
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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

Schedule I
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number
59-1751535
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) MORTON PLANT HOSPITAL ASSOCIATION INC
300 PINELLAS STREET
CLEARWATER,FL33756 		59-0624462 501(C)(3) 7,302,280 2,560,000 APPRAISAL BUILDING SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(2) TRUSTEES OF MEASE HOSPITAL INC
300 PINELLAS STREET
CLEARWATER,FL33756 		59-0855412 501(C)(3) 3,281,197 0     SEE SCHEDULE O FOR GRANT DESCRIPTIONS
(3) BAYCARE MEDICAL GROUP INC
3503 E FRONTAGE ROAD
TAMPA,FL33607 		59-3140335 501(C)(3) 55,001 0     SEE SCHEDULE O FOR GRANT DESCRIPTIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table .................
3
3
Enter total number of other organizations listed in the line 1 table ........................ .
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes 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 .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1MATTHEW E NOVAK
DIRECTOR 		(i)

(ii)		 0
-------------
425,273 		0
-------------
192,082 		0
-------------
108,103 		0
-------------
66,077 		0
-------------
29,021 		0
-------------
820,556 		0
-------------
0
2ERNESTINE MORGAN CFRE
PRESIDENT AND CEO (RETIRED 2/5/25) 		(i)

(ii)		 40,531
-------------
0 		30,297
-------------
0 		182,903
-------------
0 		13,549
-------------
0 		3,170
-------------
0 		270,450
-------------
0 		0
-------------
0
3KATRINA MASON
PRESIDENT AND CEO 		(i)

(ii)		 251,797
-------------
0 		1,575
-------------
0 		1,435
-------------
0 		7,800
-------------
0 		13,453
-------------
0 		276,060
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 3 SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WERE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH SULLIVAN, COTTER AND ASSOCIATES, INC., AN INDEPENDENT COMPENSATION CONSULTANT, AND DEEMED REASONABLE BASED ON EXPERTISE AND EXPERIENCE OF INDIVIDUALS. THE SALARY FOR THE PRESIDENT & CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION AND APPROVED BY THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEE SALARIES ARE ESTABLISHED BY THE PRESIDENT AND CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
PART I, LINE 4B LINE 4B: 457(F) NONQUALIFIED RETIREMENT PLAN, 2025 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $181,443 & MATTHEW NOVAK $94,274.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2025
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 9 231,194 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 ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization 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) (2025)
Schedule M (Form 990) (2025)
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) (2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Return Reference Explanation
PART V, LINE 2A ALTHOUGH MORTON PLANT MEASE HEALTH CARE FOUNDATION DOES HAVE EMPLOYEES WHO RECEIVE SALARIES, THEY ARE PAID BY BAYCARE HEALTH SYSTEM AND RECEIVE A W-2 FROM BAYCARE HEALTH SYSTEM. THE FOUNDATION REIMBURSES BAYCARE ON A MONTHLY BASIS FOR ALL PAYROLL EXPENSES. THEREFORE, THERE ARE NO W-2'S ISSUED BY MORTON PLANT MEASE HEALTH CARE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PARTICIPATE IN THE ELECTION OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE GOVERNING BODY IS DONE DURING AN ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. A COPY OF THE APPROVED FORM 990 IS THEN SENT TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. THE TREASURER, WHO IS ALSO CHAIR OF THE FINANCE COMMITTEE, THEN REVIEWS THE RETURN WITH THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. AT ALL BOARD MEETINGS, THE CHAIRPERSON WILL ASK IF THERE ARE ANY CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF ALL OFFICERS AND KEY EMPLOYEES ARE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH SULLIVAN, COTTER AND ASSOCIATES, INC., AN INDEPENDENT COMPENSATION CONSULTANT, AND DEEMED REASONABLE BASED ON THE EXPERTISE AND EXPERIENCE OF THE INDIVIDUALS. THE SALARY FOR THE PRESIDENT AND CEO IS ESTABLISHED BASED ON THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEES SALARIES ARE ESTABLISHED BY THE PRESIDENT/CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE THROUGH A REQUEST VIA MAIL OR E-MAIL, OR UPON VERBAL OR WRITTEN REQUEST AT THE FOUNDATION'S OFFICE. IN ADDITION, THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND EXTERNAL WEBSITES SUCH AS GUIDE STAR AND CHARITY NAVIGATOR.
FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 1,661,607. AMORTIZATION OF RIGHT OF USE ASSET -182,268.
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 $13.3 MILLION IN CASH AND PROPERTY IN 2025 TO SUPPORT 49 PROGRAMS AND 15 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 (CAPITAL GRANTS): $9,042,464 CAPITAL GRANTS MORTON PLANT MEASE HEALTH CARE FOUNDATION PROVIDES THE HOSPITALS WITH VARIOUS CAPITAL FUNDS TO SUPPORT INNOVATIVE MEDICAL TECHNOLOGIES AND FACILITY UPGRADES. IN 2025, THESE CAPITAL FUNDS PURCHASED THE FOLLOWING: VARIAN TRUEBEAM LINEAR ACCELERATOR ($2,000,000) THE VARIAN TRUEBEAM LINEAR ACCELERATOR, ON THE MORTON PLANT HOSPITAL CAMPUS, IS A STATE-OF-THE-ART RADIOTHERAPY SYSTEM DESIGNED TO TREAT A WIDE VARIETY OF CANCERS WITH PRECISION AND SPEED. ONE OF ITS PRIMARY ADVANTAGES IS ITS ADVANCED IMAGING AND MOTION-MANAGEMENT TECHNOLOGY, WHICH ALLOWS CLINICIANS TO "SEE" THE TUMOR IN REAL TIME. CATHETERIZATION LAB AT MORTON PLANT HOSPITAL ($1,000,000) MORTON PLANT HOSPITAL IS UPGRADING ITS FINAL CARDIAC CATH LAB WITH EQUIPMENT THAT ALLOWS CLINICIANS TO PERFORM COMPLEX INTERVENTIONAL PROCEDURES, SUCH AS ANGIOPLASTY. ITS REAL-TIME, HIGH-DEFINITION IMAGING PROVIDES EXCEPTIONAL CLARITY ON A LARGE DISPLAY, ALLOWING CLINICIANS TO CONFIDENTLY NAVIGATE EVEN THE SMALLEST BLOOD VESSELS. INTERVENTIONAL RADIOLOGY SUITE AT MEASE COUNTRYSIDE ($900,000) MEASE COUNTRYSIDE HOSPITAL EXPANDED ITS INTERVENTIONAL RADIOLOGY SUITE TO BETTER TREAT COMPLEX NEUROVASCULAR CASES, VASCULAR, AND A RANGE OF NON-VASCULAR INTERVENTIONAL PROCEDURES. THIS NEW TECHNOLOGY INCORPORATES BIPLANE IMAGING, WHICH HELPS DOCTORS MAP BLOOD FLOW THROUGH VESSELS, LOCATE BLOCKAGES THAT CAN CAUSE STROKES, AND DETERMINE THE BEST TREATMENT. BEHAVIORAL HEALTH INTEGRATED STABILIZATION UNIT ($850,000) THIS GRANT HELPED RENOVATE THE CLINICAL ENVIRONMENT OF THE PASCO COUNTY ADULT CRISIS RECEIVING FACILITY'S 30-BED INTEGRATED STABILIZATION UNIT, AN ACUTE INPATIENT SETTING THAT INTEGRATES BEHAVIORAL HEALTH CRISIS STABILIZATION AND WITHDRAWAL MANAGEMENT. INPATIENT ONCOLOGY UNIT AT MEASE COUNTRYSIDE HOSPITAL ($750,000) MEASE COUNTRYSIDE HOSPITAL BEGAN CONSTRUCTION OF A NEW INPATIENT ONCOLOGY UNIT TO PROVIDE SPECIALIZED CARE FOR PATIENTS UNDERGOING CANCER TREATMENT. IT WILL BE STAFFED WITH NURSES SPECIALLY TRAINED TO HAVE THE KNOWLEDGE AND EXPERIENCE OF CARING FOR PATIENTS EXPERIENCING COMPLEX PROBLEMS THAT CAN BE ASSOCIATED WITH CANCER. OPERATING ROOM MOBILE IMAGING C-ARM ($235,161) A NEW MOBILE C-ARM WAS PURCHASED FOR MORTON PLANT NORTH BAY HOSPITAL'S OPERATING ROOMS TO HELP MEET THE DEMANDS OF ITS EXPANDING SURGICAL PROGRAM. THE NEW SYSTEM PROVIDES ENHANCED VISUALIZATION OF BONES AND VASCULAR STRUCTURES DURING ORTHOPEDIC, VASCULAR, AND GENERAL SURGERIES. CARDIOVASCULAR 3D ULTRASOUND SYSTEM ($193,410) MORTON PLANT NORTH BAY HOSPITAL'S CARDIOVASCULAR TESTING CLINIC PROVIDES ACCESS TO THE TESTING NEEDED TO DETERMINE WHETHER A PROCEDURE IS NECESSARY. THIS NEW CARDIOVASCULAR ULTRASOUND SYSTEM WILL ENABLE THE HOSPITAL TO PROVIDE MORE ADVANCED PREVENTIVE CARE TO PATIENTS BEFORE THEY PRESENT TO THE ER WITH A CARDIAC EVENT. MRI DEEP RESOLVE SOFTWARE AT MORTON PLANT HOSPITAL ($170,521) MORTON PLANT HOSPITAL HAS ENHANCED ITS DIAGNOSTIC CAPABILITIES BY INTEGRATING THE DEEP RESOLVE SOFTWARE PLATFORM INTO ITS MRI SUITE. THIS PLATFORM SHARPENS IMAGE RESOLUTION AND CAPTURES FINER ANATOMICAL DETAILS, PROVIDING RADIOLOGISTS WITH SUPERIOR CLARITY WHILE OFFERING PATIENTS A FASTER, MORE COMFORTABLE IMAGING EXPERIENCE. PEDIATRIC MINI C-ARM AT MEASE COUNTRYSIDE HOSPITAL ($90,500) THIS MINI C-ARM WILL PROVIDE REAL-TIME DYNAMIC IMAGING AT THE EMERGENCY DEPARTMENT BEDSIDE, ENABLING CLINICIANS TO BETTER ALIGN FRACTURES UNDER DIRECT VISUALIZATION. IMMEDIATE FEEDBACK IMPROVES ALIGNMENT ACCURACY, SUPPORTS BETTER HEALING, AND ENHANCES THE PATIENT EXPERIENCE. COUPLET CARE IN THE NEONATAL INTENSIVE CARE UNIT ($79,214) MORTON PLANT HOSPITAL NOW OFFERS "COUPLET CARE" ROOMS IN ITS NICU WHERE MOTHERS AND BABIES ARE CARED FOR TOGETHER EVEN WHEN SPECIALIZED CARE IS NEEDED. NEONATAL EMERGENCY TRANSPORTER ($59,258) THE NEONATAL TRANSPORTER, EQUIPPED WITH AN INTEGRATED VENTILATOR, SUPPORTS PREMATURE INFANTS WHO REQUIRE TRANSPORT FROM THE HOSPITAL'S EMERGENCY DEPARTMENT AND OPERATING ROOMS TO ITS LABOR AND DELIVERY AND NEONATAL INTENSIVE CARE UNIT (NICU). VOLUNTEER CARELIFT VAN TRANSPORTATION ($50,000) CARELIFT PROVIDES FREE TRANSPORTATION TO AND FROM MEDICAL APPOINTMENTS, AS WELL AS RIDES FOR PATIENTS BEING DISCHARGED FROM THE HOSPITAL. THIS GRANT FUNDED THE PURCHASE OF A NEW MINIVAN, ENHANCING OUR ABILITY TO PROVIDE ACCESS TO CARE AND TRANSPORTATION FOR PATIENTS IN NEED. MORTON PLANT HOSPITAL EP HEMOSPHERE MONITORING SYSTEM ($50,000) THE HEMOSPHERE MONITORING SYSTEM FOR MORTON PLANT HOSPITAL'S ELECTROPHYSIOLOGY LAB CAN REPLACE ARTERIAL LINES AND DELIVER ADVANCED PRESSURE, FLOW, AND TISSUE OXIMETRY INSIGHTS FROM A SINGLE, COMPREHENSIVE MONITOR. ULTRASOUND SYSTEM FOR ELECTROPHYSIOLOGY (EP) LAB ($28,400) THIS STATE-OF-THE-ART ULTRASOUND SYSTEM, FEATURING A LARGER SCREEN AND ENHANCED IMAGE QUALITY, HAS NEEDLE ACCESS ON THE HANDLE, MAKING IT EASIER FOR OUR CARDIAC PHYSICIANS TO OBTAIN VASCULAR ACCESS DURING PROCEDURES. MADONNA PTAK REHAB INTERIOR DESIGN REVITALIZATION ($26,000) THE MADONNA PTAK MORTON PLANT REHABILITATION CENTER IS PROUD TO BE RECOGNIZED AS A 4-STAR-RATED FACILITY BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS). FUNDING PROVIDED RENOVATIONS TO ENHANCE THE CENTER.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EXPANDED DESCRIPTION OF GRANTS FROM 4B (ENHANCING CLINICAL CARE): $3,276,435 FAMILY MEDICINE RESIDENCY PROGRAM AT THE TURLEY FAMILY HEALTH CENTER ($525,000) THE FAMILY MEDICINE RESIDENCY PROGRAM, IN PARTNERSHIP WITH THE UNIVERSITY OF SOUTH FLORIDA (USF), PROVIDES TRAINING AND CERTIFICATION FOR THE RESIDENT PHYSICIANS AT THE TURLEY FAMILY HEALTH CENTER. ELEANOR THOMPSON NURSING PCT PROGRAM ($359,006) PATIENT CARE TECHNICIANS (PCTS) ASSIST WITH DIRECT PATIENT CARE ACTIVITIES, INCLUDING MONITORING VITAL SIGNS, SUPPORTING MOBILITY, ASSISTING WITH HYGIENE, DRAWING BLOOD, PERFORMING EKGS, AND RESPONDING TO PATIENT NEEDS. NORTHWESTERN MEDICINE AFFILIATION SUPPORT ($250,000) BAYCARE HAS PARTNERED WITH NORTHWESTERN MEDICINE TO ADVANCE COMPREHENSIVE RESEARCH AND CLINICAL COLLABORATION, FURTHER STRENGTHENING OUR HOSPITALS' RESEARCH INFRASTRUCTURE AND EMPOWERING PROVIDERS TO LEAD CLINICAL STUDIES AND TRIALS. JACOBSEN TEACHING KITCHEN DIETITIAN AND PERX PROGRAM ($191,867) THE JACOBSEN TEACHING KITCHEN AT THE TURLEY FAMILY HEALTH CENTER FOCUSES ON EQUIPPING OUR CLINICIANS WITH THE RESOURCES TO EDUCATE THEIR PATIENTS ABOUT THE ROLE OF NUTRITION IN DISEASE MANAGEMENT, PREVENTION, AND OVERALL WELL-BEING. CLINICAL RESEARCH NURSE FOR RADIATION ONCOLOGY ($173,917) A FULL-TIME CLINICAL RESEARCH NURSE SUPERVISOR WAS ASSIGNED TO SUPPORT RADIATION ONCOLOGY AND EXPAND NEW CLINICAL TRIALS AT MORTON PLANT HOSPITAL, INCLUDING MOFFITT PHYSICIAN-INITIATED TRIALS. RESPIRATORY THERAPIST PROGRAM ($150,000) TUITION REIMBURSEMENT WAS AWARDED TO 10 RESPIRATORY THERAPIST STUDENTS, AND GRANT FUNDING SUPPORTED ONE CLINICAL INSTRUCTOR WHO OVERSEES AND COORDINATES THE PROGRAM. LPN TRAINING PROGRAM ($146,500) THIS GRANT SUPPORTS THE CONTINUED PARTNERSHIP WITH BAYCARE AND PINELLAS TECHNICAL COLLEGE TO TRAIN NEW AND CURRENT TEAM MEMBERS AS LPNS FOR OUR URGENT CARE CENTERS AND FREESTANDING EMERGENCY DEPARTMENTS, COVERING TUITION AND PROVIDING NEED-BASED SCHOLARSHIPS. PHSC PARAMEDICS/LPN PARTNERSHIP PROGRAM ($118,600) IN PARTNERSHIP WITH PASCO-HERNANDO STATE COLLEGE, THIS PROGRAM ADVANCES PARAMEDICS AND LPNS INTO NURSING ROLES AT ALL FOUR HOSPITALS OF MORTON PLANT MEASE. DR. GEORGE MORRIS EARN AS YOU LEARN NURSING PROGRAMS ($118,000) THE DR. GEORGE MORRIS EARN AS YOU LEARN PROGRAM PROVIDES TEAM MEMBERS WITH THE OPPORTUNITY TO WORK IN A PAYING POSITION WHILE ADVANCING THEIR EDUCATION OR JOB-RELATED SKILLS. EVIDENCE-BASED PRACTICE SPECIALIST ($117,312) 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. LOIS ODENCE PLANTERS ENDOWMENT ($110,000) THIS SCHOLARSHIP PROVIDES SUPPLEMENTAL FINANCIAL SUPPORT TO OUR NURSING STUDENTS AND IS BASED ON FINANCIAL NEED AND NOT ON OUT-OF-POCKET EXPENSES FOR TUITION AND BOOKS. IN 2025, 22 NURSING STUDENTS RECEIVED A $5,000 SCHOLARSHIP. WELL-BEING WITH ON-SITE EMPLOYEE ASSISTANCE PROGRAM COUNSELOR ($110,000) INTEGRATING AN EMPLOYEE ASSISTANCE PROGRAM (EAP) COUNSELOR INTO THE HOSPITAL SETTING IS A STRATEGIC MEASURE TO ADDRESS THE RISING MENTAL HEALTH CHALLENGES FACED BY HEALTHCARE WORKERS. SUSAN KUEHN NURSING EDUCATION SCHOLARSHIP ($100,000) THE SUSAN C. KUEHN NURSING EDUCATION SCHOLARSHIP WAS ESTABLISHED TO SUPPORT NURSES IN THEIR ENDEAVORS TO ENTER OR ADVANCE IN THE NURSING PROFESSION AND HELP TO FILL VACANCIES ON NURSING UNITS AND CLINICAL DEPARTMENTS. FAMILY CARE FUND ($91,635) THE FAMILY CARE FUND PROVIDES ASSISTANCE TO TEAM MEMBERS FACING UNANTICIPATED FINANCIAL CIRCUMSTANCES. LAST YEAR, THE FUND APPROVED NEARLY 100 REQUESTS FOR ASSISTANCE AND PROVIDED OVER $91,635 TO TEAM MEMBERS. CARDIOTHORACIC SURGICAL ADVANCED PRACTICE FELLOWSHIP ($90,000) MORTON PLANT HOSPITAL, WITH ITS ESTEEMED CARDIOVASCULAR SURGEONS, IS UNIQUELY POSITIONED TO PROVIDE THE APPROPRIATE DIDACTIC AND CLINICAL TRAINING FOR PHYSICIAN ASSISTANTS WISHING TO WORK IN CARDIOVASCULAR SURGERY. SURGICAL TECHNOLOGIST APPRENTICE PROGRAM ($86,278) THIS NEW PILOT PROGRAM WILL HELP OUR HOSPITALS RECRUIT, EDUCATE, AND TRAIN SKILLED SURGICAL TECHNOLOGISTS THROUGH ON-THE-JOB TRAINING IN THE OPERATING ROOM WHILE RECEIVING A STIPEND DURING THEIR TRAINING. KIDNEY CARE RESEARCH PROGRAM ($68,000) THIS GRANT ADDS ON-SITE RESEARCH SUPPORT RESOURCES, INCREASING PARTICIPATION IN KIDNEY-CARE CLINICAL RESEARCH PROJECTS TO ADVANCE KIDNEY CARE AND EXPAND ACCESS TO CUTTING-EDGE THERAPIES AS A PARTNER IN TREATMENT DEVELOPMENT. NURSING EDUCATION SIMULATION EQUIPMENT ($67,890) SIMULATION PROVIDES AN OPPORTUNITY FOR LEARNERS TO REPEATEDLY PRACTICE SKILLS IN A REALISTIC ENVIRONMENT, LEADING TO PROFICIENCY IN A RISK-FREE, PATIENT-HARM-FREE SETTING. VIRTUAL REALITY FOR NURSING EDUCATION ($60,840) VIRTUAL REALITY IS DESIGNED TO ENABLE LEARNERS TO RECEIVE HANDS-ON TRAINING WITHOUT REAL-LIFE CONSEQUENCES, IMMERSING THEM IN AN INTERACTIVE ENVIRONMENT. ONCE THE SIMULATION CONCLUDES, LEARNERS REFLECT ON WHAT HAPPENED AND LEARN FROM THEIR MISTAKES SAFELY. NURSING SIMULATION TECHNICIAN POSITION ($60,000) THE SIMULATION TECHNICIAN IS RESPONSIBLE FOR MAINTAINING AND OPERATING THE COMPUTER AND AUDIO/VISUAL TECHNOLOGY, INCLUDING THE MANIKIN AND SURROUNDING EQUIPMENT. SALLY L. BAILEY SCHOLARSHIP ($50,000) 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. 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 AT THE TURLEY FAMILY HEALTH CENTER. NURSE WELLNESS PROGRAM AT MEASE COUNTRYSIDE ($38,400) THIS PROGRAM IS DESIGNED TO MITIGATE NURSE ANXIETY, STRESS, AND FATIGUE BY PRIORITIZING THEIR WELL-BEING. THROUGH THE CERTIFIED NURSE COACH TRAINING PROGRAM, WE EQUIP SELECT TEAM MEMBERS TO PROVIDE ON-SITE SUPPORT, EVIDENCE-BASED COPING STRATEGIES, AND PEER MENTORSHIP. KATHERINE T. SMITH SCHOLARSHIP ($36,000) THE KATHERINE T. SMITH NURSING SCHOLARSHIP ENDOWMENT FUND IS AVAILABLE TO ADVANCE NURSING EDUCATION BY PROVIDING SCHOLARSHIP FUNDS TO QUALIFIED NURSES PURSUING BSN, MSN, PHD (NURSING), OR DNP DEGREE PROGRAMS. SPIRITUAL WELL-BEING CHAPLAINCY TRAINING ($22,080) CONTEMPLATIVE CHAPLAINCY TRAINING ENHANCES CHAPLAINS' SERVICE TO PATIENTS AND TEAM MEMBERS AND EQUIPS SPIRITUAL GROWTH GROUPS FOR TEAM MEMBERS. PEACE MEMORIAL JOSEPH CLAPP SCHOLARSHIP ($20,000) AS DEMAND FOR HIGHLY QUALIFIED NURSES CONTINUES TO INCREASE, SCHOLARSHIPS HELP REDUCE FINANCIAL BARRIERS THAT MAY OTHERWISE LIMIT ENTRY INTO THE PROFESSION. 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, INCLUDING (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. DOROTHY BREMER NURSING EDUC SCHOLARSHIP ($15,000) THE SCHOLARSHIP SUPPORTS THE GROWTH OF OUR NURSING STAFF BY PROVIDING FINANCIAL ASSISTANCE TO TEAM MEMBERS PURSUING LPN OR RN CERTIFICATION THROUGH THE EARN AS YOU LEARN PROGRAMS AT MORTON PLANT HOSPITAL. CHRISTENSEN FAMILY FOUNDATION SCHOLARSHIP ($10,000) THE DALE AND CAROLE CHRISTENSEN NURSING SCHOLARSHIP WAS ESTABLISHED TO ASSIST TEAM MEMBERS PURSUING A NURSING CAREER OR CURRENTLY ADVANCING THEIR PROFESSIONAL EDUCATION. FAMILY MEDICINE RESIDENCY CERTIFICATION ($8,410) ADDITIONAL TRAINING AND CERTIFICATION FOR FAMILY MEDICINE RESIDENT PHYSICIANS AND FACULTY PHYSICIANS WILL EXPAND THE SKILLSET OF PRIMARY CARE PHYSICIANS AND PHARMACISTS AT THE TURLEY FAMILY HEALTH CENTER. PERINATAL MENTAL HEALTH CERTIFICATION PROGRAM ($3,750) THE PERINATAL MENTAL HEALTH CERTIFICATION PROGRAM ENABLED FIVE OF OUR SOCIAL WORKERS TO OBTAIN SPECIALIZED CERTIFICATION, ENHANCING THEIR ABILITY TO PROVIDE PROFESSIONAL, EVIDENCE-BASED SUPPORT TO PATIENTS EXPERIENCING EMOTIONAL AND PSYCHOLOGICAL CHANGES DURING THE PERINATAL PERIOD. THE DIANE RAUCH CAMP NURSE JR. AND HEALTH CARE PATHWAYS ($3,350) THE CAMP IS FOR STUDENTS ENTERING 7TH OR 8TH GRADE AND PROVIDES HANDS-ON EXPERIENCE FOR STUDENTS INTERESTED IN A CAREER IN HEALTH CARE. JANICE WOHLFORD HOHIDER FUND ($3,000) TO ADVANCE NURSING KNOWLEDGE, THIS GRANT FUNDS NURSING RESEARCH STUDIES AND EVIDENCE-BASED PRACTICE PROJECTS.
FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EXPANDED DESCRIPTION OF GRANTS FROM 4C (DISEASE SPECIFIC AND COMMUNITY OUTREACH): $971,214 PALLIATIVE CARE SERVICES ($300,000) PALLIATIVE CARE IS AN INTERDISCIPLINARY MEDICAL SPECIALTY THAT FOCUSES ON PREVENTING AND RELIEVING SUFFERING AND ON SUPPORTING THE BEST POSSIBLE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES FACING SERIOUS ILLNESS. MADONNA PTAK CENTER FOR ALZHEIMER'S RESEARCH AND MEMORY DISORDERS ($261,500) 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. NICU2HOME NAVIGATION SOLUTION ($181,850) NICU2HOME IS A DIGITAL PLATFORM DESIGNED TO SUPPORT NEW PARENTS THROUGHOUT THEIR NICU EXPERIENCE, EQUIPPING FAMILIES WITH THE RESOURCES NEEDED TO FEEL CONFIDENT AND PREPARED FOR DISCHARGE AND THE TRANSITION HOME. INTEGRATIVE MEDICINE PROGRAM FOR CANCER PATIENTS ($50,001) THIS PROGRAM ENABLES THE INTEGRATIVE MEDICINE CLINIC TO SUPPORT FINANCIALLY VULNERABLE PATIENTS DIAGNOSED WITH CANCER BY PROVIDING ACCESS TO EVIDENCE-BASED SYMPTOM MANAGEMENT THERAPIES, INCLUDING ACUPUNCTURE, AURICULOTHERAPY, BREATHWORK, MEDITATION, STRESS REDUCTION TECHNIQUES, AND LIFESTYLE INTERVENTIONS. MAMMOGRAPHY VOUCHER PROGRAM ($40,000) THE MAMMOGRAPHY VOUCHER PROGRAM SERVES UNINSURED AND LOW-INCOME WOMEN WITH ACCESS TO MAMMOGRAPHY SCREENINGS, DIAGNOSTIC SERVICES, AND BREAST CANCER TREATMENT - AT NO COST TO THE PATIENT. CUSTOM DIABETIC ORTHOTICS AND PROSTHETICS ($30,000) THE MORTON PLANT WOUND AND HYPERBARIC CENTER CARES FOR PATIENTS WITH CHRONIC, NON-HEALING WOUNDS, BUT FINANCIAL BARRIERS LIMIT ACCESS TO ESSENTIAL DIABETIC FOOTWEAR AND PROSTHETICS. WITHOUT THESE SUPPORTS, PATIENTS FACE A HIGHER RISK OF RECURRENT WOUNDS AND DELAYED DISCHARGE. MPM OUTPATIENT REHAB FLUIDOTHERAPY ($28,550) MORTON PLANT MEASE OUTPATIENT REHABILITATION IS A LEADING PROVIDER OF HAND THERAPY IN PINELLAS COUNTY, WITH THE HIGHEST CONCENTRATION OF CERTIFIED HAND THERAPISTS IN THE AREA. FLUIDOTHERAPY PROVIDES EFFECTIVE THERMAL THERAPY THAT REDUCES PAIN, DESENSITIZES, ENHANCES MOBILITY, AND ACCELERATES HEALING. LIVING SPRINGS CANCER RETREAT ($24,375) VOLUNTEER RESOURCES HOSTED THE LIVING SPRINGS RETREAT TO PROMOTE CAMARADERIE, RELAXATION, AND SHARED EXPERIENCES WHILE NURTURING THE SPIRIT OF THOSE TOUCHED BY CANCER. IT ALLOWED PATIENTS AND TWO PEOPLE WHO HAVE HELPED THEM THROUGH THEIR CANCER JOURNEY TO HAVE A CARE-FREE WEEKEND TOGETHER. 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. PERINATAL BEREAVEMENT PROGRAM PETER LLOYD FUND ($10,000) THE HOSPITAL PROVIDES SPECIALLY TRAINED BEREAVEMENT COORDINATORS WITH COMFORT ITEMS, SUCH AS MEMORY BOXES, RINGS, PICTURES, HANDPRINTS, BLANKETS, AND A DEDICATED SPACE FOR FAMILIES TO GRIEVE. MEDICATION CO-PAYMENT ASSISTANCE ($7,000) THIS SERVICE PROVIDES PATIENTS WITH THEIR MEDICATIONS BEFORE DISCHARGE, A BEST PRACTICE THAT HELPS REDUCE THE LIKELIHOOD OF READMISSION. EMPOWERING MOTHERS: UNDERSERVED BREASTFEEDING EDUCATION ($6,000) LED BY THE RESIDENTS AT THE TURLEY FAMILY HEALTH CENTER, THIS EDUCATIONAL PROJECT AIMS TO PROVIDE VOLUNTARY CERTIFIED LACTATION COUNSELOR PRENATAL BREASTFEEDING GROUP EDUCATION DURING PRENATAL VISITS FOR TURLEY PATIENTS OVER SIX MONTHS. PATIENT RECLINERS FOR BAYCARE ALLIANT AT MEASE DUNEDIN HOSPITAL ($5,000) FUNDED TWO PATIENT RECLINERS FOR BAYCARE ALLIANT HOSPITAL TO SUPPORT EARLY MOBILITY. EARLY, FREQUENT OUT-OF-BED MOBILIZATION FOR PATIENTS IS ASSOCIATED WITH BETTER OUTCOMES AND IMPROVES THE PATIENT EXPERIENCE. INDIGENT CLOTHES CLOSET AT MORTON PLANT NORTH BAY ($4,458) MORTON PLANT NORTH BAY HOSPITAL'S CLOTHES CLOSET STOCKS EASY-TO-WEAR CLOTHES FOR HOMELESS AND INDIGENT PATIENTS. NICU HATCH SOUND MACHINES ($1,000) THE NICU AT MEASE COUNTRYSIDE HOSPITAL NEEDED HATCH SOUND MACHINES TO ALLOW FAMILIES TO TURN ON A DEVELOPMENTALLY APPROPRIATE AUDITORY SIMULATION FOR THEIR CHILD. THESE MACHINES HELP INFANTS CALM AND COPE WITH UNFAMILIAR ENVIRONMENTS, AID IN CALMING DURING PROCEDURES, AND HELP NORMALIZE THE FAMILY IN THE NICU.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
MORTON PLANT MEASE HEALTH CARE
FOUNDATION INC
Employer identification number

59-1751535
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)MORTON PLANT HOSPITAL ASSOCIATION INC
300 PINELLAS STREET

CLEARWATER,FL33756
59-0624462 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY MORTON PLANT MEASE HEALTH CARE INC
 
 
No
(2)TRUSTEES OF MEASE HOSPITAL INC
300 PINELLAS STREET

CLEARWATER,FL33756
59-0855412 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY MORTON PLANT MEASE HEALTH CARE INC
 
 
No
(3)MORTON PLANT MEASE HEALTH CARE INC
300 PINELLAS STREET

CLEARWATER,FL33756
59-2374556 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY  
 
No
(4)BAYCARE MEDICAL GROUP INC
3503 E FRONTAGE RD

TAMPA,FL33607
59-3140335 		HOSPITAL FL 501(C)(3) PUBLIC CHARITY  
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CHARITABLE REMAINDER TRUSTS (6)

 
 
INVESTMENT FL MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
  		          No












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version: