2024-04-23T15:01:20-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 596122315 MORTON F PLANT HOSPITAL TUA MORT 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-04-23 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-23 X 2023 2023-04-26 12:10:37Z REGIONS BANK TRUST DEPT 671284 false X N/A X 1962 FL DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE MORTON PLANT MEASE FOUNDATION FOR THE SOLE USE AND BENEFIT OF THE CHARITABLE PURPOSES OF THE MORTON F PLANT HOSPITALS 0 0 0 0 0 0 0 133656 150593 0 133656 150593 30654 37087 0 24694 24100 0 0 3237 3124 58585 64311 75071 86282 2214997 2299975 0 0 2214997 2299975 DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE MORTON PLANT MEASE FOUNDATION FOR THE SOLE USE AND BENEFIT OF THE CHARITABLE PURPOSES OF THE MORTON F PLANT HOSPITALS false false 37087 37087 TO PROVIDE FINANCIAL SUPPORT TO THE MORTON F PLANT HOSPITALS THROUGH DONATION TO THE MORTON PLANT MEASE FOUNDATION (FORMERLY KNOWN AS THE WEST COAST HOSPITAL ASSOCIATION). 37087 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true false false false true false false false true false false FL X REGIONS BANK TRUST DEPARTMENT 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 REGIONS BANK TRUSTEE 1.0 X 24100 0 0 24100 0 0 false false false 67734 67734 603550 520691 82859 82859 82859 MISC REFUND OF FEES 150593 150593 37087 37087 24100 24100 1300 1300 1824 1824 FOREIGN TAXES INVESTMENT EXPENSES 64311 37087 27224 0 45767 46660 2169230 2253315 2214997 2299975 0 0 X 2214997 2299975 2214997 2299975 2214997 2299975 X 86282 -1304 X false false false X X 1 MORTON PLANT MEASE FDN 591751535 7 true 37087 0 1 37087 0 false false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1 The Morton Plant Hospital TUA was established May 9, 1960. The trust document identified West Coast Hospital Association (a 501(c)(3) public charity defined in IRC Section 170(b)(1)(A)(iii)) as its sole charitable beneficiary. In 1965 the West Coast Hospital Association becomes Morton F. Plant Hospital Association. PART IV, SECTION A, LINE 1 In 1976 the Morton F. Plant Hospital Association adopted a resolution stating that any charitable gifts left to it through wills, trusts and other estate planning documents should be distributed to Morton Pease Health Care Foundation Inc. Morton Pease Health Care Foundation Inc. is a PC as described in IRC Section 170(b)(1)(A)(vi). Its exempt purpose is to support the PART IV, SECTION A, LINE 1 Morton F. Plant Hospital Association. Therefore, the trust has a historic and continuing relationship with the Morton Pease Health Care Foundation Inc. PART IV, SEC D, LINES 2 AND 3 THE TRUST WAS CREATED ON 1/16/1962 AND THE TRUSTEE HAS A HISTORIC AND CONTINUING WORKING RELATIONSHIP WITH THE BENEFICIARY. THE FINANCIAL NEED OF THE SUPPORTED ORGANIZATION ARE CONSIDERED WITH REGARD TO INVESTMENT POLICIIES. THE BENEFICIARY DETERMINES THE USE OF THE FUNDS RECEIVED FROM THE TRUST. PART V, LINE 1 THE TRUST WAS CREATED BEFORE 11/20/1970 AND ALL OF THE UNEXPIRED INTERESTS ARE FOR CHARITABLE PURPOSES. NO CONTRIBUTIONS HAVE BEEN RECEIVED SINCE THAT DATE AND A CHARITABLE DEDUCTION WAS ALLOWED WITH REGARD TO THE ASSETS PLACED IN TRUST. PART V, LINE CONT THE NET INCOME OF THE TRUST IS REQUIRED TO BE PAID TO THE CHARITABLE BENEFICIARY AND THE TRUSTEE HAS NO POWER TO VARY THE AMOUNTS PAID OR THE PAYEE. THE TRUSTEE WOULD NOT BE CONSIDERED A DISQUALIFIED PERSON, OTHER THAN A FOUNDATION MANAGER, IF THE TRUST WERE CLASSIFED AS A PRIVATE FOUNDATION. true MORTON PLANT MEASE FOUNDATION FBO MORTON PLANT HOSPITAL 1200 DRUID ROAD SOUTH CLEARWATER FL 337561926 591751535 501(C)(3) 37087 Book Value TO SUPPORT MORTON PLANT HOSPITAL EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE ORGANIZATION DISTRIBUTES THE ENTIRE NET INCOME TO THE MORTON PLANTMEASE FOUNDATION FOR THE SUPPORT OF THE MORTON PLANT HOSPITAL IN CLEARWATER FLORIDA. THE FOUNDATION DIRECTS THE CONTRIBUTIONS FOR THE CARE FOR PATIENTS AND EQUIPMENT AT THE HOSPITAL. LINE 12, 13, AND 14 WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORATE TRUSTEE, AS THE SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 15a THE CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCE (-$1001), CY PENDING SALES (-$45), PY PENDING SALES (-$4), ROC ADJ ON CY SALES (-$11), CY POAI ($-84), PY POAI ($173), COST BASIS ADJ (-$332) MORTON PLANT MEASE FOUNDATION 1200 DRUID ROAD SOUTH CLEARWATER FL 337561926 591751535 TO SUPPORT MORTON PLANT HOSPITAL FL 501(C)(3) 7 N/A false false true false false false false false false false false false false false false false false false false false