2025-12-22T11:20:56-06:00 2025-06-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2024-07-01 043717044 WILLIAMSON HEALTH FOUNDATION INC WILL 6154355170 4321 CAROTHERS PKWY 604 FRANKLIN TN 37067 LARRY WESTBROOK TREASURER 6157940989 2025-12-18 1 1 JULIE DUNKIN P00742923 6153774600 2025-12-18 2024 2025-03-06 01:10:19Z LARRY WESTBROOK 4321 CAROTHERS PARKWAY SUITE 604 FRANKLIN TN 37067 3278853 0 X WWW.WILLIAMSONHEALTH.ORG X 2003 TN THE MISSION OF THE WILLIAMSON HEALTH FOUNDATION, INC., IS TO SERVE AS THE CHARITABLE AND DEVELOPMENT ARM THAT SUPPORTS WILLIAMSON HEALTH, INCLUDING WILLIAMSON MEDICAL CENTER, THE MONROE CARELL JR. CHILDREN'S HOSPITAL VANDERBILT AT WILLIAMSON MEDICAL CENTER, BONE AND JOINT INSTITUTE OF TENNESSEE, TURNER-DUGAS BREAST HEALTH CENTER AND SO MUCH MORE. 22 20 0 170 0 0 1510039 2753390 0 0 141666 214577 123595 8831 1775300 2976798 715558 6495792 0 0 0 0 0 0 0 361005 485637 1076563 6981429 698737 -4004631 12080316 8146757 39152 54597 12041164 8092160 X THE MISSION OF THE WILLIAMSON HEALTH FOUNDATION, INC., IS TO SERVE AS THE CHARITABLE AND DEVELOPMENT ARM THAT SUPPORTS WILLIAMSON HEALTH, INCLUDING WILLIAMSON MEDICAL CENTER, THE MONROE CARELL JR. CHILDREN'S HOSPITAL VANDERBILT AT WILLIAMSON MEDICAL CENTER, BONE AND JOINT INSTITUTE OF TENNESSEE, TURNER-DUGAS BREAST HEALTH CENTER AND SO MUCH MORE. 0 0 6586929 6420792 PURCHASED FURNITURE, EQUIPMENT, AND EDUCATIONAL RESOURCE MATERIALS TO BENEFIT WILLIAMSON MEDICAL CENTER. 75000 75000 PROVIDED SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTHCARE FIELD. 6661929 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 TN X X THE ORGANIZATION 6154355170 4321 CAROTHERS PARKWAY SUITE 604 FRANKLIN TN 37067 X PHILLIP J MAZZUCA DIRECTOR 1.00 40.00 X 0 1188142 30500 LEIGH WILLIAMS EXECUTIVE DIRECTOR 40.00 10.00 X 0 160499 11551 VICKI P MCNAMARA CHAIR 0.30 X X 0 0 0 PAMELA J STEPHENS VICE CHAIR 0.30 X X 0 0 0 LARRY N WESTBROOK TREASURER 0.30 X X 0 0 0 PHYLLIS MOLYNEUX SECRETARY 0.30 X X 0 0 0 JOSEPH HAMILTON BOWMAN DIRECTOR 0.30 X 0 0 0 MARY KATE BROWN DIRECTOR 0.30 X 0 0 0 JAMES H BUTLER DIRECTOR 0.30 X 0 0 0 JEFFREY L CARSON DIRECTOR 0.30 X 0 0 0 DENICE DEMERS DIRECTOR 0.30 X 0 0 0 LYNN K DUGAS DIRECTOR 0.30 X 0 0 0 MICHAEL A KAPLAN DIRECTOR 0.30 X 0 0 0 KARL PHILLIP KUHN DIRECTOR 0.30 X 0 0 0 JAMES V LACKEY JR DIRECTOR 0.30 X 0 0 0 COLIN GUY LOONEY DIRECTOR 0.30 X 0 0 0 RICHARD MANNING DIRECTOR 0.30 X 0 0 0 ALLIE MCNAMARA DIRECTOR 0.30 X 0 0 0 LISA N MORRIS DIRECTOR 0.30 X 0 0 0 CHARLES A PAREIGIS DIRECTOR 0.30 X 0 0 0 JAMES R PARKER DIRECTOR 0.30 X 0 0 0 JODI L RALL DIRECTOR 0.30 X 0 0 0 JEFFREY ALLEN WALKER DIRECTOR 0.30 X 0 0 0 0 1348641 42051 0 0 1 0 0 267571 2485819 2753390 214577 214577 86648 267571 151230 -64582 -64582 224238 150825 73413 73413 2976798 0 0 223408 6420792 6420792 75000 75000 3000 3000 294675 294675 179 179 GIFT SHOP EXPENSES 166137 166137 BANK CHARGES 19558 19558 OTHER EXPENSES 2088 2088 6981429 6661929 319500 0 4503915 953966 78701 225232 3854918 3291872 48826 44758 4851 7115 1232000 0 1232000 3589105 2391814 12080316 8146757 39152 54597 39152 54597 X 194432 101708 11846732 7990452 12041164 8092160 12080316 8146757 -4004631 55627 0 X 0 1 X 1 0 X 415720 3254107 5474475 1510039 2753390 13407731 415720 3254107 5474475 1510039 2753390 13407731 3265862 10141869 44375 32148 61784 141666 214577 494550 13902281 628140 0.72950 0.73410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1232000 1232000 1232000 MUTUAL AND EXCHANGE TRADED FUNDS 2391814 F 2391814 X 3385111 55627 352686 408313 2976798 0 2976798 7334115 352686 352686 6981429 0 6981429 PART X, LINE 2: THE FOUNDATION IS CLASSIFIED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025 AND 2024. THE FOUNDATION FILES U.S. FEDERAL INFORMATION TAX RETURNS WHICH ARE CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED AFTER JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY SALARIES FOR SERVICES 352,686. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY SALARIES FOR SERVICES 352,686. GOLF TOURNAMENT 204220 146720 57500 14400 9488 36577 SKELETON GALA 118199 99999 18200 11428 16761 48016 3 31800 20852 10948 6166 6163 7046 354219 267571 86648 31994 32412 91639 156045 -69397 1 WILLIAMSON MEDICAL CENTER 621501534 115 50000 0 CASH REIMBURSE EDUCATION EXPENSES WILLIAMSON MEDICAL CENTER 621501534 115 79518 0 PURCHASE EQUIPMENT WILLIAMSON MEDICAL CENTER 621501534 115 6290464 0 CASH DONATION TO WMC FOR THE CLOSE TO HOME CAPITAL CAMPAIGN FOR CONSTRUCTION. 1 FAYE PORTER AWARD 29 57000 SALLY DOAN FUND AWARD 1 4000 VOLUNTEER AUXILIARY FUND 4 10000 BJIT 4 4000 PART I, LINE 2: FUNDS ARE REQUESTED BY WILLIAMSON MEDICAL CENTER FOR A PARTICULAR PIECE OF EQUIPMENT OR EDUCATION RESOURCE. REQUESTS ARE APPROVED BY WILLIAMSON HEALTH FOUNDATION INC. WILLIAMSON MEDICAL CENTER MATERIAL MANAGEMENT DIRECTOR PURCHASES THE EQUIPMENT AND THE EQUIPMENT IS PAID FOR BY WILLIAMSON MEDICAL CENTER. WILLIAMSON HEALTH FOUNDATION INC IS THEN NOTIFIED THAT THE PURCHASE HAS BEEN MADE BY A COPY OF THE PURCHASE ORDER OR INVOICE. A CHECK IS ISSUED TO WILLIAMSON MEDICAL CENTER FOR THE AMOUNT OF THE EQUIPMENT BY WILLIAMSON HEALTH FOUNDATION INC. 0 0 0 0 0 0 0 0 0 PHILLIP J MAZZUCA DIRECTOR 0 808574 0 379568 0 0 0 30500 0 0 0 1218642 0 0 LEIGH WILLIAMS EXECUTIVE DIRECTOR 0 160499 0 0 0 0 0 11551 0 0 0 172050 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF FOUNDING MEMBER WILL REVIEW FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE 990 IS AVAILABLE ONLINE. FORM 990, PART VII SECTION A, LINE 1A SALARIES LISTED IN PART VII SECTION A ARE NOT PAID BY THE FOUNDATION. THEY ARE PAID BY WILLIAMSON MEDICAL CENTER. WILLIAMSON MEDICAL CENTER 621501534 HOSPITAL TN 115 WILLIAMSON COUNTY GOVERNMENT 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAMSON MEDICAL CENTER B 6443292 CASH