Morton Plant Mease Health Care Foundation Inc
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.
Morton Plant Mease Health Care Foundation Inc at a glance
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.
- Annual giving (2025)
- $13,198,478
- +24.1% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,399,493
- +24.1% vs 2024
- Median grant
- $3,281,197
- Total assets
- $139,990,730
- +14.1% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Morton Plant Mease Health Care Foundation Inc
Open Grants
7 open opportunities from Morton Plant Mease Health Care Foundation Inc
Family Care Fund Program
Morton Plant Mease Health Care Foundation Inc
Amount
$50,000
Deadline
Deadline not published
Mammography Voucher Program
Morton Plant Mease Health Care Foundation Inc
Amount
$40,000
Deadline
Deadline not published
Nursing Wellness Coach Program
Morton Plant Mease Health Care Foundation Inc
Amount
$35,000
Deadline
Deadline not published
Who Morton Plant Mease Health Care Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
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
The most common grant size was in the $1–5M range: 5 grants of 13 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morton Plant Hospital Association Inc Clearwater, FL | For Grant Descriptions | $9,862,280 |
| Trustees of Mease Hospital Inc Clearwater, FL | For Grant Descriptions | $3,281,197 |
| Baycare Medical Group Inc Tampa, FL | For Grant Descriptions | $55,001 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $139,990,730 | $22,093,202 | $16,292,177 | $13,198,478 | 3 | $7,083,880 |
| 2024 | $122,669,000 | $11,935,594 | $13,544,975 | $10,636,826 | 3 | $4,947,513 |
| 2023 | $116,793,570 | $10,155,269 | $12,189,213 | $9,542,232 | 3 | $3,556,658 |
| 2022 | $108,978,355 | $6,498,614 | $19,145,297 | $16,475,427 | 2 | $833,365 |
| 2021 | $141,929,625 | $24,602,039 | $12,661,900 | $10,226,176 | 2 | $9,263,168 |
| 2020 | $126,171,724 | $8,632,525 | $13,179,985 | $8,670,246 | 2 | $4,431,104 |
| 2019 | $122,823,758 | $10,448,289 | $13,040,214 | $10,432,118 | 2 | $4,117,215 |
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
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
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS June 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS June 29, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS June 20, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 31, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 29, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS June 8, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS June 23, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Morton Plant Mease Health Care Foundation Inc funds
Health Open opportunities, soonest deadline first.
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