2023-03-01T15:39:45-06:00 2022-06-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2021-07-01 043717044 WILLIAMSON MEDICAL CENTER FOUNDATIONINC WILL 6154355170 4321 CAROTHERS PKWY 604 FRANKLIN TN 37067 LARRY WESTBROOK TREASURER 6157940989 2023-02-23 1 LARRY WESTBROOK 999009999 JULIE DUNKIN P00742923 6153774600 2023-02-22 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LARRY WESTBROOK 4321 CAROTHERS PARKWAY SUITE 604 FRANKLIN TN 37067 3420336 0 X WWW.WILLIAMSONMEDICALCENTER.ORG/WMCFOUNDATION X 2003 TN THE MISSION OF WILLIAMSON MEDICAL CENTER FOUNDATION INC. IS TO SERVE AS A CHARITABLE AND DEVELOPMENT ARM TO SUPPORT WILLIAMSON MEDICAL CENTER IN PROVIDING HEALTH CARE SERVICES. TO FUND CAPITAL PROJECTS AND HEALTH OUTREACH PROGRAMS OF WILLIAMSON MEDICAL CENTER, THE FOUNDATION SEEKS CHARITABLE GIFTS OF ALL TYPES, RESTRICTED AND UNRESTRICTED.DONATIONS TO WILLIAMSON MEDICAL CENTER FOUNDATION SUPPORT PROGRAMS AND SERVICES THAT FALL OUTSIDE THE NORMAL STRUCTURE OF HOSPITAL OPERATING EXPENDITURES.GIFTS MAY BE MADE TO HONOR OR MEMORIALIZE SOMEONE, ESTABLISH OR SUPPORT A PARTICULAR FUND, PURCHASE NEW EQUIPMENT OR EXPAND OR BUILD NEW AREAS.CONTRIBUTIONS MAY COME IN MANY FORMS, INCLUDING CASH, SECURITIES, REAL ESTATE, PERSONAL PROPERTY, LIFE INSURANCE, AND WILLS AND BEQUESTS. GIFTS MAY BE SMALL OR LARGE, ANONYMOUS OR RECOGNIZED, ONE-TIME OR PLANNED OVER TIME. 17 17 0 18 0 0 415720 3254107 0 0 44375 32148 50590 95125 510685 3381380 1238127 1444735 0 0 0 0 0 0 0 73598 158721 1311725 1603456 -801040 1777924 3568533 5969211 3800 1003628 3564733 4965583 X THE MISSION OF WILLIAMSON MEDICAL FOUNDATION INC. IS TO SERVE AS A CHARITABLE AND DEVELOPMENT ARM TO SUPPORT WILLIAMSON MEDICAL CENTER IN PROVIDING HEALTH CARE SERVICES. TO FUND CAPITAL PROJECTS AND HEALTH OUTREACH PROGRAMS OF WILLIAMSON MEDICAL CENTER, THE FOUNDATION SEEKS CHARITABLE GIFTS OF ALL TYPES, RESTRICTED AND UNRESTRICTED.DONATIONS TO WILLIAMSON MEDICAL CENTER FOUNDATION SUPPORT PROGRAMS AND SERVICES THAT FALL OUTSIDE THE NORMAL STRUCTURE OF HOSPITAL OPERATING EXPENDITURES.GIFTS MAY BE MADE TO HONOR OR MEMORIALIZE SOMEONE, ESTABLISH OR SUPPORT A PARTICULAR FUND, PURCHASE NEW EQUIPMENT OR EXPAND OR BUILD NEW AREAS.CONTRIBUTIONS MAY COME IN MANY FORMS, INCLUDING CASH, SECURITIES, REAL ESTATE, PERSONAL PROPERTY, LIFE INSURANCE, AND WILLS AND BEQUESTS. GIFTS MAY BE SMALL OR LARGE, ANONYMOUS OR RECOGNIZED, ONE-TIME OR PLANNED OVER TIME. 0 0 1355235 1355235 PURCHASED FURNTIURE, EQUIPMENT, AND EDUCATIONAL RESOURCE MATERIALS TO BENEFIT WILLIAMSON MEDICAL CENTER. 89500 89500 PROVIDED SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTHCARE FIELD. 1444735 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 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 TN X X PHILLIP MAZZUCA 6154355170 4321 CAROTHERS PARKWAY SUITE 604 FRANKLIN TN 37067 JAMEY PARKER CHAIRMAN 8.00 X X 0 0 0 LARRY WESTBROOK TREASURER 0.30 X X 0 0 0 DON WEBB SECRETARY 0.30 40.00 X X 0 313963 26000 JIM LACKEY DIRECTOR 0.30 X 0 0 0 RICHARD HERRINGTON DIRECTOR 0.30 X 0 0 0 PAMELA STEPHENS DIRECTOR 0.30 X 0 0 0 LISA NIERSTE MORRIS DIRECTOR 0.30 X 0 0 0 MARY KATE BROWN DIRECTOR 0.30 X 0 0 0 VICKI MCNAMARA VICE CHAIR 0.30 X X 0 0 0 PHYLLIS MOLYNEUX COMPLIANCE OFFICER 0.30 X 0 0 0 LYNN KING DUGAS DIRECTOR 0.30 X 0 0 0 JODI L RALL DIRECTOR 0.30 X 0 0 0 PHILLIP MAZZUCA SECRETARY 0.30 40.00 X X 0 494613 26000 COLIN LOONEY DIRECTOR 0.30 X 0 0 0 JEFFREY L CARSON DIRECTOR 0.30 X 0 0 0 JAMES H BUTLER DIRECTOR 0.30 X 0 0 0 CHARLES PAREIGIS DIRECTOR 0.30 X 0 0 0 JERRY BATTE DIRECTOR 0.30 X 0 0 0 MICHAEL KAPLAN DIRECTOR 0.30 X 0 0 0 R STEVE SMITH EXECUTIVE DIRECTOR 0.30 40.00 X 0 169726 5328 0 978302 57328 3 0 1 0 0 3254107 3254107 32148 32148 134081 38956 95125 95125 3381380 0 0 127273 1355235 1355235 89500 89500 128079 128079 80 80 BANK CHARGES 28474 28474 OTHER EXPENSES 2088 2088 1603456 1444735 158721 0 27283 654809 89658 69517 436025 2581390 323200 323200 323200 2692367 2340295 3568533 5969211 3800 1003628 3800 1003628 X 3564733 4965583 3564733 4965583 3568533 5969211 X 1777924 -377073 -1 X 0 1 X 0 0 X 1150597 1481362 835294 415720 3254107 7137080 1150597 1481362 835294 415720 3254107 7137080 2076505 5060575 50105 93578 63473 44375 32148 283679 7420759 0.68190 0.37550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 323200 323200 323200 MUTUAL AND EXCHANGE TRADED FUNDS 2340295 F 2340295 X 3568015 -377073 563709 186636 3381379 1 1 3381380 2167165 563709 563709 1603456 0 1603456 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, 2022 AND 2021. 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, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY SALARIES FOR SERVICES 468,929. RELATED PARTY EXPENSES PAID 94,780. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY SALARIES FOR SERVICES 468,929. RELATED PARTY EXPENSES PAID 94,780. GOLF TOURNAMENT 131878 131878 35215 131878 131878 35215 35215 96663 1 WILLIAMSON MEDICAL CENTER 621501534 115 1001303 0 CASH REIMBURSE EDUCATION EXPENSES WILLIAMSON MEDICAL CENTER 621501534 115 250872 0 CASH PURCHASE EQUIPMENT FAY PORTER AWARD 45 85500 SALLY DOAN FUND AWARD 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 MEDICAL CENTER FOUNDATION. WILLIAMSON MEDICAL CENTER MATERIAL MANAGEMENT DIRECTOR PURCHASES THE EQUIPMENT AND THE EQUIPMENT IS PAID FOR BY WILLIAMSON MEDICAL CENTER. WILLIAMSON MEDICAL CENTER FOUNDATION 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 MEDICAL CENTER FOUNDATION. 0 0 0 0 0 0 0 0 0 PHILLIP MAZZUCA SECRETARY 0 491347 0 3266 0 0 0 26000 0 0 0 520613 0 0 DON WEBB SECRETARY 0 245046 0 68917 0 0 0 26000 0 0 0 339963 0 0 R STEVE SMITH EXECUTIVE DIRECTOR 0 169726 0 0 0 0 0 5328 0 0 0 175054 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO OR 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 XI, LINE 9: ROUNDNG -1. 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 1252175 CASH