Morton Plant Mease Health Care Foundation Inc logo

Morton Plant Mease Health Care Foundation Inc

Public charity · Grantmaker Clearwater, FL EIN: 59-1751535 Website

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.

Key facts about Morton Plant Mease Health Care Foundation Inc

In short: Morton Plant Mease Health Care Foundation Inc gave $13.2M across 3 grants in 2025 (avg $4.4M), mostly in Florida. Source: 2025 IRS Form 990.

EIN
59-1751535
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$13,198,478
Grants made (2025)
3
Average grant
$4,399,493
Median grant
$3,281,197
Total assets
$139,990,730
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$140.0M

+14.1% YoY

Annual Giving

$13.2M

+24.1% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$4.4M

+24.1% YoY

How Morton Plant Mease Health Care Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (−20%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Morton Plant Mease Health Care Foundation Inc

Based on IRS filings

Morton Plant Mease Health Care Foundation Inc is a public charity focused on Health, based in Clearwater, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $140.0M in total assets. In 2025, it awarded 3 grants totaling $13.2M. Net investment income was $7.1M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

ClearwaterTampa

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M$20M2 grants2019 2 grants2020 2 grants2021 2 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $8.7M (2020) to $16.5M (2022). In 2025 it made 3 grants totaling $13.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Morton Plant Hospital Association Inc: $9.9MMorton Plant HospitalAssociation Inc$9.9MTrustees of Mease Hospital Inc: $3.3MTrustees of Mease Hospital Inc$3.3MBaycare Medical Group Inc: $55KBaycare Medical Group Inc$55K

The largest 2025 recipient was Morton Plant Hospital Association Inc ($9.9M). Together the top 3 received $13.2M.

Grant Size Distribution

13 grants across all recorded years

<$50K2$50–100K1$100–250K$250–500K$500K–1M5$1–5M5$5M+

The most common grant size was in the $1–5M range: 5 grants of 13 (38%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Morton Plant Hospital Association Inc Clearwater, FLFor Grant Descriptions$9,862,280
Trustees of Mease Hospital Inc Clearwater, FLFor Grant Descriptions$3,281,197
Baycare Medical Group Inc Tampa, FLFor Grant Descriptions$55,001

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$10M$20M$30M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$139,990,730$122,669,000$116,793,570
Revenue$22,093,202$11,935,594$10,155,269
Expenses$16,292,177$13,544,975$12,189,213
Net Investment Income$7,083,880$4,947,513$3,556,658

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS June 7, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS June 29, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS June 20, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 31, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 29, 2025)
  6. Added Form 990 for fiscal year 2019 (received by the IRS June 8, 2020)
  7. Added Form 990 for fiscal year 2025 (received by the IRS June 23, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Morton Plant Mease Health Care Foundation Inc is led by Ernestine Morgan Cfre, President & CEO on every filing since 2019; 4 of 30 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Ernestine Morgan Cfre

    President & CEO

    On filings since 2019

    60 hrs/week

    $290K (2019) → $254K (2025)

  • Katrina Mason

    President & CEO

    New on the 2025 filing

    60 hrs/week

    $255K (2025)

  • Jon M. Brethauer

    Chairman

    Treasurer → Vice Chair, 2023

    Vice Chair → Chairman, 2025

    On filings since 2019

    6 hrs/week

    No compensation reported

  • Fred Ahari

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • M. Javier Zuniga

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Ray Bouchard

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Sydney E. Niewierski

    Director

    Vice Chair → Chairwoman, 2023

    Chairwoman → Director, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Allie Cantonis

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Gerry Goldhammer

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael Barry MD

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Yves Gabriel MD

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kevin Donoghue

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Diane Gobo

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Jeffrey Jensen DO

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Robert Sorensen

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • David Abelson

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Kathleen C. Perrott

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Haley B. Todson DO

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • James A. Ostrosky

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Lisa Johnson R. N.

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Steven L. Cass

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • John Masson MD

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Matthew E. Novak

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Patricia Jones

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Terry Reavis

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Kathryn Lane

    Vice President of Philanthropic Operations

    Director of Finance → Vice President of Philanthropic Operations, 2024

    On filings since 2023

    50 hrs/week

    $101K (2023) → $117K (2025)

  • Eric Barsema

    Vice President of Philanthropic Impact

    On filings since 2024

    50 hrs/week

    $111K (2024) → $116K (2025)

  • Nancy Paikoff

    Secretary

    Director → Secretary, 2023

    On filings since 2019

    6 hrs/week

    No compensation reported

  • Thomas J. Kurey III

    Vice Chair

    Director → Treasurer, 2023

    Treasurer → Vice Chair, 2025

    On filings since 2020

    6 hrs/week

    No compensation reported

  • Nancy Croy Ramey

    Treasurer

    Director → Treasurer, 2025

    On filings since 2023

    6 hrs/week

    No compensation reported

Former officers (21)
  • Former: Lou P. Galdieri (2019–2024) — Director
  • Former: Kirksak Jay Poonkasem MD (2024) — Director
  • Former: Benjamin C. Whited DO (2019–2023) — Director
  • Former: Peter B. Dimmitt (2019–2023) — Director
  • Former: William J. Fisher Jr. (2019–2023) — Director
  • Former: Charles E. Hart Jr. (2023) — Director
  • Former: Brad M. Meinck (2019–2022) — Director
  • Former: Darlene D. Ferenz (2019–2022) — Secretary
  • Former: John G. Estock (2019–2022) — Director
  • Former: Lindsey Crown Hardee CPA (2019–2022) — Director
  • Former: Duane T. Houtz (2019–2021) — Director
  • Former: James J. Nichols (2019–2021) — Director
  • Former: M. Scott Klavans MD (2019–2021) — Director
  • Former: Marion Rich (2019–2021) — Director
  • Former: Carole A. Christensen (2019–2020) — Director
  • Former: Earle Cooper (2019) — Director
  • Former: Hal Ziecheck (2019) — Director
  • Former: Jennifer B. Buck MD (2019) — Director
  • Former: Kathleen G. Allen MD (2019) — Director
  • Former: Tom Kurey (2019) — Director
  • Former: William R. Francisco (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Katrina Mason — President and CEO: $255KKatrina MasonPresident and CEO$255KErnestine Morgan CFRE — President and CEO (Retired 2/5/25): $254KErnestine Morgan CFREPresident and CEO (Retired…$254KKathryn Lane — VP of Philanthropic Operations: $117KKathryn LaneVP of Philanthropic Operations$117KEric Barsema — VP of Philanthropic Impact: $116KEric BarsemaVP of Philanthropic Impact$116K

The highest reported compensation on the 2025 filing was $255K, to Katrina Mason (President and CEO). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Morton Plant Mease Health Care Foundation Inc

How much does Morton Plant Mease Health Care Foundation Inc give each year?

Morton Plant Mease Health Care Foundation Inc gave $13.2M across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10.6M across 3 grants.

What is Morton Plant Mease Health Care Foundation Inc's typical grant size?

Morton Plant Mease Health Care Foundation Inc's median grant in 2025 was $3,281,197, and its average grant was $4,399,493, across 3 grants on its 2025 IRS Form 990.

Where does Morton Plant Mease Health Care Foundation Inc give grants?

Morton Plant Mease Health Care Foundation Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Clearwater, FL (2 grants).

Does Morton Plant Mease Health Care Foundation Inc give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Morton Plant Mease Health Care Foundation Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "See Schedule O for Grant Descriptions" (3 grants).

How large is Morton Plant Mease Health Care Foundation Inc?

Morton Plant Mease Health Care Foundation Inc reported $140.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $22.1M.

What is Morton Plant Mease Health Care Foundation Inc?

Morton Plant Mease Health Care Foundation Inc is a public charity focused on Health, based in Clearwater, FL. It holds $140.0M in total assets as of 2025.

What is Morton Plant Mease Health Care Foundation Inc's EIN?

Morton Plant Mease Health Care Foundation Inc's EIN (Employer Identification Number) is 59-1751535. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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