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 596122343 ROEBLING TUW FBO MORTON PLANT FDN (PRE 1 ROEB 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 1358985 false X N/A X 1959 FL MANAGEMENT OF INVESTMENTS; REMIT THE NET INCOME TO SOLE CHARITY, MORTON PLANT MEASE FOUNDATION. 0 0 0 0 0 0 0 292248 272456 0 292248 272456 90827 105811 0 47265 45694 0 0 6010 5658 144102 157163 148146 115293 5172253 5283773 0 0 5172253 5283773 MANAGEMENT OF INVESTMENTS; REMIT THE NET INCOME TO SOLE CHARITY, MORTON PLANT MEASE FOUNDATION. false false 105811 105811 THE TRUST'S ONLY FUNCTION IS THE MANAGEMENT OF INVESTMENTS AND THE REMITTANCE OF THE INCOME TO THE SOLE BENEFICIARY, MORTON PLANT MEASE FOUNDATION (FORMERLY MORTON PLANT HOSPITAL). 105811 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 true 0 0 0 false false false false false false false false false true 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 TRUST DEPT TRUSTEE 1.0 X 45694 0 0 45694 0 0 false false false 158829 158829 1200156 1086529 113627 113627 113627 CASH IN LIEU OF SHARES 272456 272456 105811 105811 45694 45694 1550 1550 4108 4108 INVESTMENT EXPENSES - ADR INVESTMENT EXPENSES FOREIGN TAXES 157163 105811 51352 0 48613 68575 5123640 5215198 5172253 5283773 0 0 X 5172253 5283773 5172253 5283773 5172253 5283773 X 115293 -3773 X false false false X X 1 MORTON PLANT MEASE FDN 591751535 7 true 105811 0 1 105811 0 true 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, SEC D, LINE 2 This trust has historically maintained a close and continuous working relationship with the supported organization through communications and conversations regarding the investments, investment objectives, administration of the trust and discussions regarding income needs of the supported organization.. PART IV, SEC D, LINE 3 Under the governing document, the supported organization has authority to approve investments and reinvestments of the assets of the trust. Also, the trustee must remit the net income earned on the trust investments to the supported organization at least quarterly. The supported organization can request changes to the investment objectives and to the timing of distributions. PART V, LINE 1 THE TRUST WAS CREATED ON 1/6/1959 AND HAS NOT RECEIVED ANY CONTRIBUTIONS SINCE THAT DATE. A CHARITABLE DEDUCTION WAS ALLOWED FOR AMOUNTS PLACED IN TRUST. THE DOCUMENT REQUIRES NET INCOME BE PAID TO THE NAMED CHARITABLE BENEFICIARY AND THE TRUSTEE HAS NO POWER TO ALTER AMOUNTS PAID OR THE PAYEE. PART V, LINE 1 CONT. THE TRUSTEE WOULD NOT BE A DISQUALIFED PERSON, OTHER THAN A FOUNDATION MANAGER, IF THE TRUST WERE CLASSIFED AS A PRIVATE FOUNDATION. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE FOR CHARITABLE PURPOSES. true MORTON PLANT MEASE FOUNDATION FBO MORTON PLANT HOSPITAL 1200 DRUID ROAD S CLEARWATER FL 337561926 591751535 501(C)(3) 105811 Book Value TO SUPPORT MORTON PLANT MEASE FOUNDATION EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE NET INCOME OF THE TRUST IS DISTRIBUTED ANNUALLY TO MORTON PLANT MEASE FOUNDATION FOR THE BENEFIT OF MORTON PLANT HOSPITAL. THE FOUNDATION AND HOSPITAL ARE LOCATED IN FLORIDA. LINES 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 (-$2396), CY PURCHASE OF ACCRUED INTEREST (-$62), PY PURCHASE OF ACCRUED INTEREST $32,CY PENDING SALES (-$95), PY PENDING SALES (-$14), COST BASIS ADJ (-$1238) MORTON PLANT MEASE FOUNDATION 1200 DRUID ROAD SOUTH CLEARWATER FL 337561926 591751535 TO SUPPORT MORTON PLANT HOSPITAL FL 501(C)(3) 7 NA false false true false false false false false false false false false false false false false false false false false