2015-03-23T10:42:43-05:00 2014-06-30 861065772 DELOITTE TAX LLP 100 PEABODY PLACE STE 800 MEMPHIS TN 38103 990 2013-07-01 351044585 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC AMER 9015782000 501 ST JUDE PLACE MEMPHIS TN 381050000 JEFFREY T PEARSON CHIEF FINANCIAL OFFICER 9015782000 2015-03-23 1 FRANCIS BEDARD P00752421 9013226700 2013 2016-03-07 17:11:31Z RICHARD C SHADYAC JR 501 ST JUDE PLACE MEMPHIS TN 381050000 1461102657 0 X WWW.STJUDE.ORG X 1957 IL TO BUILD AWARENESS AND RAISE FUNDS TO SUPORT ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. 49 45 1402 999999 809907 -371036 851256497 948816088 0 0 98059063 143049729 26761727 28537701 976077287 1120403518 488001943 530494893 0 0 88674093 98156940 4023495 5183290 160148591 185088006 203660551 765787537 837495674 210289750 282907844 2823811554 3356369439 54868882 57530305 2768942672 3298839134 X AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. (ALSAC) WAS FOUNDED IN 1957 AND EXISTS FOR THE SOLE PURPOSE OF RAISING FUNDS AND BUILDING AWARENESS TO SUPPORT THE CURRENT AND FUTURE NEEDS OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. 0 0 601805096 530494893 ALSAC IS THE FUNDRAISING AND AWARENESS ORGANIZATION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL (ST. JUDE). ALSAC EXISTS SOLELY TO BUILD AWARENESS AND RAISE THE FUNDS NECESSARY TO OPERATE AND MAINTAIN ST. JUDE. BECAUSE OF ALSAC, NO FAMILY EVER RECEIVES A BILL FROM ST. JUDE FOR TREATMENT, TRAVEL, HOUSING OR FOOD. IT COSTS $2 MILLION A DAY TO OPERATE ST. JUDE, AND APPROXIMATELY 75 PERCENT OF ST. JUDE'S BUDGET IS COVERED BY PUBLIC CONTRIBUTIONS GENERATED BY ALSAC FUNDRAISING PROGRAMS.(CONTINUED ON SCHEDULE O)ST. JUDE IS THE FIRST AND ONLY NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER DEVOTED SOLELY TO CHILDREN.WHEN ST. JUDE OPENED ITS DOORS IN 1962, IT WAS THE FIRST CHILDREN'S HOSPITAL TO BRING RESEARCH AND PATIENT CARE TOGETHER UNDER ONE ROOF.SINCE THAT TIME, TREATMENTS INVENTED AT ST. JUDE HAVE HELPED PUSH OVERALL SURVIVAL RATES FOR CHILDHOOD CANCERS FROM 20 PERCENT TO MORE THAN 80 PERCENT TODAY.TODAY, ST. JUDE IS LEADING THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES. ST. JUDE HAS LED AN UNPRECEDENTED EFFORT TO SEQUENCE THE PEDIATRIC CANCER GENOME AND TO IDENTIFY THE GENETIC CHANGES THAT GIVE RISE TO SOME OF THE WORLD'S DEADLIEST CHILDHOOD CANCERS. AND ST. JUDE CONTINUES TO UPHOLD ITS PROMISE OF CONDUCTING PIONEERING RESEARCH AND PROVIDING EXCEPTIONAL PATIENT CARE, ALL WHILE ENSURING THAT NO FAMILY EVER RECEIVES A BILL FROM ST. JUDE FOR TREATMENT, TRAVEL, HOUSING OR FOOD - BECAUSE ALL A FAMILY SHOULD WORRY ABOUT IS HELPING THEIR CHILD LIVE. ST. JUDE ALSO MAINTAINS A SCHOOL PROGRAM TO PROVIDE OPPORTUNITIES FOR PATIENTS TO CONTINUE THEIR NORMAL EDUCATIONAL ACTIVITIES AND TO PROVIDE RE-ENTRY SERVICES TO EASE THE TRANSITION BACK TO THE COMMUNITY SCHOOL.ST. JUDE FREELY SHARES BREAKTHROUGHS IT MAKES, AND EVERY CHILD SAVED AT ST. JUDE MEANS DOCTORS AND SCIENTISTS WORLDWIDE CAN USE THAT KNOWLEDGE TO SAVE THOUSANDS MORE CHILDREN.IN ADDITION TO CHILDHOOD CANCER, ST. JUDE PLAYS A CRITICAL LEADERSHIP ROLE IN GROUNDBREAKING STUDIES ON SICKLE CELL DISEASE, INFECTIOUS DISEASES AND GENETIC DISORDERS. THESE EFFORTS ARE INSTRUMENTAL TO IMPROVING CARE FOR CHILDREN AROUND THE WORLD.ST. JUDE WAS THE FIRST INSTITUTION TO DEVELOP A CURE FOR SICKLE CELL DISEASE WITH A BONE MARROW TRANSPLANT AND HAS ONE OF THE LARGEST PEDIATRIC SICKLE CELL PROGRAMS IN THE COUNTRY. IN ADDITION, THE BRAIN TUMOR SCIENCE AND TECHNOLOGY AT ST. JUDE ARE AT THE CUTTING EDGE WORLDWIDE, AND ST. JUDE HAS THE LARGEST RESEARCH-BASED PEDIATRIC BRAIN TUMOR RESEARCH PROGRAM IN THE COUNTRY. ST. JUDE IS THE COORDINATING CENTER OF THE NATIONAL PEDIATRIC BRAIN TUMOR CONSORTIUM, WHICH RECEIVES FUNDING FROM THE NATIONAL CANCER INSTITUTE. AND ST. JUDE'S EFFORTS TO SAVE THE LIVES OF CANCER PATIENTS DON'T END WHEN TREATMENT STOPS. THE ST. JUDE AFTER COMPLETION OF THERAPY (ACT) PROGRAM IS THE LARGEST LONG-TERM, FOLLOW-UP CLINIC FOR PEDIATRIC CANCER PATIENTS IN THE UNITED STATES AND ST. JUDE DOES THIS AT NO COST TO THE PATIENTS. THE CLINIC HELPS PATIENTS STAY HEALTHY AFTER ACTIVE TREATMENT ENDS AND HAS BEEN A PROTOTYPE FOR OTHER LONGER TERM FOLLOW-UP PROGRAMS. FORMER ST. JUDE PATIENTS ALSO ARE PARTICIPATING IN THE ST. JUDE LIFE STUDY, DESIGNED TO HELP ADULT SURVIVORS OF CHILDHOOD CANCER LEARN ABOUT ISSUES THAT AFFECT THEIR HEALTH AS WELL AS WAYS TO STAY HEALTHY. AND ST. JUDE IS HOME TO THE CHILDHOOD CANCER SURVIVOR STUDY, A COLLABORATIVE STUDY AMONG 30 U.S. AND CANADIAN INSTITUTIONS THAT INCLUDES MORE THAN 20,000 CHILDHOOD CANCER SURVIVORS. 601805096 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 1 X 1059 43 1 1402 1 1 1 1 BR CA CH EZ EG GM GR HK HU IS IT JA MY NL NZ PE PO SP SZ TW UK 0 0 1 1 1 1 1 1 0 0 1 0 X 49 45 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT WA WV WI WY VT VA X X JEFFREY T PEARSON 9015782150 501 ST JUDE PLACE MEMPHIS TN 381050000 JOYCE ABOUSSIE VOTING DIRECTOR 4.00 4.00 X 0 0 0 SALEM ABRAHAM VOTING DIRECTOR 4.00 4.00 X 0 0 0 SUSAN MACK AGUILLARD MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 MAHIR AWDEH MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 JOSEPH S AYOUB JR ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 PAUL J AYOUB ESQ VOTING DIRECTOR 8.00 4.00 X 0 0 0 FREDERICK M AZAR MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 JAMES B BARKATE VOTING DIRECTOR 8.00 4.00 X 0 0 0 MARTHA PERINE BEARD VOTING DIRECTOR 4.00 8.00 X 0 0 0 SHERYL BOURISK VOTING DIRECTOR 4.00 4.00 X 0 0 0 ROBERT A BREIT MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 TERRY BURMAN VOTING DIRECTOR 4.00 8.00 X 0 0 0 STEVEN CAMER MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 ANN M DANNER VOTING DIRECTOR 4.00 4.00 X 0 0 0 PATRICIA DONAHUE MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 MICHAEL FRANCIS VOTING DIRECTOR 4.00 4.00 X 0 0 0 FRED P GATTAS JR VOTING DIRECTOR 4.00 8.00 X 0 0 0 FRED P GATTAS III PHARMD VOTING DIRECTOR 4.00 4.00 X 0 0 0 RUTH GAVIRIA VOTING DIRECTOR 4.00 4.00 X 0 0 0 CHRISTOPHER GEORGE MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 JUDY HABIB VOTING DIRECTOR 4.00 4.00 X 0 0 0 GABRIEL GABY HADDAD MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 PAUL K HAJAR VOTING DIRECTOR 4.00 4.00 X 0 0 0 CHUCK HAJJAR VOTING DIRECTOR 4.00 4.00 X 0 0 0 FOUAD HAJJAR MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 FRED R HARRIS VOTING DIRECTOR 8.00 4.00 X 0 0 0 BRUCE B HOPKINS VOTING DIRECTOR 4.00 4.00 X 0 0 0 SALLI LEVAN VOTING DIRECTOR 4.00 4.00 X 0 0 0 MICHAEL D MCCOY VOTING DIRECTOR 4.00 4.00 X 0 0 0 ROBERT T MOLINET ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 DWAYNE M MURRAY ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 JIM NAIFEH JR VOTING DIRECTOR 4.00 4.00 X 0 0 0 HELEN NUGENT VOTING DIRECTOR 4.00 4.00 X 0 0 0 RAMZI NUWAYHID VOTING DIRECTOR 4.00 4.00 X 0 0 0 THOMAS PENN III VOTING DIRECTOR 4.00 4.00 X 0 0 0 CAMILLE F SARROUF SR ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 CAMILLE F SARROUF JR ESQ VOTING DIRECTOR 4.00 8.00 X 0 0 0 JOSEPH C SHAKER VOTING DIRECTOR 4.00 4.00 X 0 0 0 JOSEPH G SHAKER VOTING DIRECTOR 4.00 4.00 X 0 0 0 GEORGE A SIMON II VOTING DIRECTOR 4.00 4.00 X 0 0 0 MICHAEL SIMON VOTING DIRECTOR 4.00 4.00 X 0 0 0 PAUL J SIMON VOTING DIRECTOR 4.00 4.00 X 0 0 0 TERRE THOMAS VOTING DIRECTOR 4.00 4.00 X 0 0 0 TONY THOMAS VOTING DIRECTOR 4.00 4.00 X 0 0 0 RICHARD M UNES VOTING DIRECTOR 8.00 4.00 X 0 0 0 PAUL H WEIN ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 TOM WERTZ VOTING DIRECTOR 4.00 4.00 X 0 0 0 RAMZI YOUNIS MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 TAMA ZAYDON VOTING DIRECTOR 4.00 4.00 X 0 0 0 WILLIAM E EVANS EX-OFFICIO DIRECTOR 1.00 55.00 X 0 1299281 36555 RICHARD C SHADYAC JR CEO & EX-OFFICIO DIRECTR 55.00 1.00 X X 646921 0 42534 JEFFREY T PEARSON CHIEF FINANCIAL OFFICER 55.00 0.00 X 332412 0 44570 EMILY S GREER CHIEF ADMIN. OFFICER 55.00 0.00 X 327935 0 43291 EMILY CALLAHAN CHIEF MARKETING OFFICER 55.00 0.00 X 338327 0 48534 WILLIAM REESER CHIEF INVESTMENT OFFICER 55.00 0.00 X 326988 0 45030 PATRICIA WYATT CHIEF DEV. OFFICER 55.00 0.00 X 350964 0 11191 ROBERT MACHEN CHIEF INFORMATION OFFICER 55.00 0.00 X 320734 0 42209 SARA HALL CHIEF LEGAL OFFICER 55.00 0.00 X 295003 0 47149 2939284 1299281 361063 137 0 1 0 INNERWORKINGS INC 600 W CHICAGO AVENUE CHICAGO IL 60654 PRINT MATERIAL PRODUCTION 6442513 INFOCISION MANAGEMENT CORPORATION 325 SPRINGSIDE DRIVE AKRON OH 443334501 CALL CENTER 3412314 HAVAS EDGE LLC 2173 SALK AVE SUITE 300 CARLSBAD CA 920080000 MEDIA PLACEMENT 1905471 RB DAVIES INC 10536 CULVER BLVD SUITE M CULVER CITY CA 902322423 MARKETING 1681836 VACO MIDSOUTH LLC 5410 MARYLAND WAY 460 BRENTWOOD TN 370270000 IT CONTRACT LABOR 1672901 35 9954917 2644811 936216360 5846977 948816088 26681448 26681448 54365 0 54365 54365 54365 443983088 147928 327229849 532886 116753239 -384958 116368281 -384958 116753239 15425686 2644811 4599455 10826231 10826231 23971568 7124370 16847198 16847198 2022486 1212579 809907 809907 1120403518 16462240 809907 154315283 530494893 530494893 1444718 206610 474680 763428 77851817 11133634 25579187 41138996 4722688 673112 1551070 2498506 8699686 1197733 2775731 4726222 5438031 776714 1725670 2935647 1626797 225372 485576 915849 271036 271036 5183290 5183290 10521465 3704362 1826764 4990339 457312 48616 171019 237677 11959717 1576787 6962394 3420536 5065377 496478 1550994 3017905 7399943 1208269 1295903 4895771 3921871 613494 665402 2642975 8681361 1087305 5400805 2193251 1755081 205654 750752 798675 MAILINGS & SHIPPING 70860034 18737962 12718819 39403253 CAMPAIGN EXPENSES 55507454 24922120 4391062 26194272 PRINTING & PUBLICATIONS 5722419 805292 858490 4058637 EQUIP. RENTAL/MAINTENAN 1422326 265249 306836 850241 18488358 3425440 5779797 9283121 837495674 601805096 75541987 160148591 X 92624737 45160197 12375208 35089332 35505256 129683305 21141316 17730068 1377961 807027 1022212 1429278 4897935 3977452 124316295 42603377 78257284 81712918 2681609590 3121029391 2823811554 3356369439 18640033 22894346 36228849 34635959 54868882 57530305 X 1864955132 2317652900 60144267 66082159 843843273 915104075 2768942672 3298839134 2823811554 3356369439 282907844 246988618 0 X 0 1 X 1 0 X 659370821 698411243 776484977 851256497 948816088 3934339626 659370821 698411243 776484977 851256497 948816088 3934339626 3934339626 20199495 28793950 25519444 26795864 26681448 127990201 832925 654264 1083436 457311 809907 3837843 68782839 94493447 75943394 106021609 156150493 501391782 4567559452 0.86140 0.88790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME GAIN (LOSS) SALE OF SECURITIES GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS) GROSS GAMING RECEIPTS SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME COLUMN (A): 2009 - TOTAL OF $68,782,839 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $40,695,234 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $7,055,65 C. GROSS GAMING RECEIPTS: $21,031,949 COLUMN (B): 2010 - TOTAL OF $94,493,447 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $61,418,176 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $9,331,666 C. GROSS GAMING RECEIPTS: $23,743,605 COLUMN (C): 2011 - TOTAL OF $75,943,394 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $42,518,219 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $10,902,322 C. GROSS GAMING RECEIPTS: $22,522,853 COLUMN (D): 2012 - TOTAL OF $106,021,609 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $71,955,742 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $12,143,709 C. GROSS GAMING RECEIPTS: $21,922,158 COLUMN (E): 2013 - TOTAL OF $156,150,493 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $116,753,239 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $15,425,686 C. GROSS GAMING RECEIPTS: $23,971,568 843843273 1097137 121617552 0 51453887 915104075 782714653 705311 69209599 0 8786290 843843273 788633390 3859109 -8877846 0 900000 782714653 662773900 4402533 123156706 0 1699749 788633390 590820249 4396601 69032459 0 1475409 0 662773900 0.00000 1.00000 0.00000 1 0 31599485 31599485 29842736 15263550 14579186 161073 159700 1373 24059068 14566377 9492691 38653933 12613750 26040183 81712918 GLOBAL EQUITY 1226036929 F MARKETABLE ALTERNATIVES 818217830 F REAL ASSETS 475178829 F PRIVATE EQUITY 214684193 F FIXED INCOME 318992154 F CASH EQUIVALENTS 67919456 F 3121029391 ANNUITY OBLIGATIONS 34635959 34635959 X 1374901463 246988617 246988617 1127912846 -7509328 -7509328 1120403518 844620043 7124369 7124369 837495674 0 837495674 PART V, LINE 4: TO SUPPORT THE FUTURE NEEDS OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. PART X, LINE 2: AS OF JUNE 30, 2014, ALSAC HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER ASC TOPIC 740, INCOME TAXES, REQUIRING ADJUSTMENTS TO ITS FINANCIAL STATEMENTS. IN THE EVENT ALSAC WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IT WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS A GENERAL EXPENSE. GENERALLY, TAX YEARS ENDING IN 2011 THROUGH 2014 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT GAMING EXPENSES -7,124,370. NET LOSS FROM DISPOSAL OF PROPERTY AND EQUIPMENT -384,958. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT GAMING EXPENSES 7,124,369. CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 743428726 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 15700080 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 75241070 NORTH AMERICA 0 0 INVESTMENTS 8134074 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 2034660 NORTH AMERICA 0 0 FUNDRAISING 410927 0 0 0 0 0 0 844949537 0 844949537 1 0 0 1 1 0 X X X X X X 1 INFOCISION MANAGEMENT CORP 325 SPRINGSIDE DR AKRON OH 443334501 FUNDRAISING SOLICITOR 0 4006339 3533087 473252 MDS COMMUNICATIONS CORP 545 W JUANITA AVE MESA AZ 852100000 FUNDRAISING SOLICITOR 0 1819928 1650203 169725 PARADYSZ INC 5 HANOVER SQUARE 6TH FLOOR NEW YORK NY 100040000 FUNDRAISING COUNSEL 0 0 1057383 -1057383 MINDSET DIRECT 1220 N FILLMORE ST STE 400 ARLINGTON VA 222010000 FUNDRAISING COUNSEL 0 0 347424 -347424 EIDOLON COMMUNICATIONS LLC 15 MAIDEN LANE STE 1401 NEW YORK NY 100380000 FUNDRAISING COUNSEL 0 0 5750 -5750 5826267 6593847 -767580 AK AL AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT WA WV WI VA GALA 1415938 371369 1044569 0 18625 0 39196 0 35459 GALA 820270 273270 547000 0 0 3434 0 3947 5130 112 15834289 2000172 13834117 0 103211 955036 1769116 257547 1408754 18070497 2644811 15425686 121836 958470 1808312 261494 1449343 4599455 10826231 23971568 3690247 17760 3416363 1 0.23000 23971568 3690247 17760 3416363 7124370 16847198 CA GA ID IL KY LA MA MI MN MO MS NC NY NV OH OK RI TN TX VA WV 1 0 1 0 0.05000 0.95000 JEFFREY T PEARSON 501 ST JUDE PLACE MEMPHIS TN 381050000 0 BRIAN DOYLE 125222 MANAGES THE PLANNING AND EXECUTION OF RAFFLE ACTIVITIES X 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISING SERVICES ARE FOR SERVICES ONLY AND ARE PAID AS A FIXED FEE. USE OF PROFESSIONAL FUNDRAISERS IS RELATED TO DONOR CULTIVATION, AND WHILE THERE IS AN UPFRONT INVESTMENT, THE LIFETIME VALUE OF GIVING FROM THESE DONORS GENERATES SIGNIFICANT VALUE TO ST. JUDE IN THE LONG TERM. NO CONTRACTS WITH PROFESSIONAL FUNDRAISERS CONTAIN PROVISIONS FOR REIMBURSEMENT OF FUNDRAISING EXPENSES. 1 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 381050000 620646012 501(C)(3) 530494893 0 TO FUND OPERATIONAL AND CAPITAL BUDGET NEEDS 1 0 PART I, LINE 2: THE SOLE RECIPIENT OF GRANTS AND SUPPORT IS ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. ALSAC IS THE FUNDRAISING ORGANIZATION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL. ALSAC EXISTS SOLELY TO BUILD AWARENESS AND RAISE THE FUNDS NECESSARY TO OPERATE AND MAINTAIN ST. JUDE. IT COSTS $2 MILLION A DAY TO OPERATE ST. JUDE, AND 75 PERCENT OF ST. JUDE'S OPERATING BUDGET IS COVERED BY PUBLIC CONTRIBUTIONS GENERATED BY ALSAC FUNDRAISING PROGRAMS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM E EVANS EX-OFFICIO DIRECTOR 0 856100 0 0 0 443181 0 28050 0 8505 0 1335836 0 0 RICHARD C SHADYAC JR CEO & EX-OFFICIO DIRECTR 644599 0 0 0 2322 0 25904 0 16630 0 689455 0 0 0 JEFFREY T PEARSON CHIEF FINANCIAL OFFICER 331188 0 0 0 1224 0 25904 0 18666 0 376982 0 0 0 EMILY S GREER CHIEF ADMIN. OFFICER 326747 0 0 0 1188 0 25904 0 17387 0 371226 0 0 0 EMILY CALLAHAN CHIEF MARKETING OFFICER 337838 0 0 0 489 0 25904 0 22630 0 386861 0 0 0 WILLIAM REESER CHIEF INVESTMENT OFFICER 324706 0 0 0 2282 0 25904 0 19126 0 372018 0 0 0 PATRICIA WYATT CHIEF DEV. OFFICER 349037 0 0 0 1927 0 0 0 11191 0 362155 0 0 0 ROBERT MACHEN CHIEF INFORMATION OFFICER 319966 0 0 0 768 0 25904 0 16305 0 362943 0 0 0 SARA HALL CHIEF LEGAL OFFICER 294524 0 0 0 479 0 25904 0 21245 0 342152 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: PAYMENT FOR COMPANION TRIPS IS AN INFREQUENT PRACTICE. IT IS LIMITED TO INSTANCES WHERE IT IS NECESSARY, APPROPRIATE AND EXPECTED FOR THE CEO'S SPOUSE TO PARTICIPATE IN HOSTING AND REPRESENTING ALSAC. HEALTH OR SOCIAL CLUB DUES: A SOCIAL CLUB MEMBERSHIP WAS MADE AVAILABLE TO THE CEO BUT LIMITED TO BUSINESS PURPOSES IN ACCORDANCE WITH A WRITTEN POLICY DIRECTIVE. SCHEDULE J, PART II WILLIAMS E. EVANS SERVES AS A VOTING DIRECTOR OF THE BOARD OF ALSAC. DR. EVANS IS EMPLOYED AS AN OFFICER OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, AN ORGANIZATION RELATED TO ALSAC. THE COMPENSATION SHOWN IN COLUMN (E) WAS PAID BY ST. JUDE FOR HIS DUTIES AS CEO OF ST. JUDE. KHJ ENTITY MORE THAN 35% OWNED BY JUDY HABIB, DIRECTOR 174178 CONSULTING 0 X 18 X 15 X 2 X 589 5846977 COST OR SELLING PRICE X 56 X PRIZE PACKAGE 239 0 X GIFT CARDS 71 0 X OTHER PRIZES 282 0 5 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS PART I, LINE 33: REVENUES FOR LINES 1, 6, 7, 18, 25, 26 AND 27 ARE REPORTED ON FORM 990, PART VIII, LINE 8A (FUNDRAISING EVENTS) OR LINE 9A (GAMING). FORM 990, PART V, LINE 4B (CONTINUED) THE FINANCIAL ACCOUNTS IN THE FOREIGN COUNTRIES LISTED ON FORM 990, PART V, LINE 4B (AND SCHEDULE O) ARE RELATED TO INVESTMENTS. NO FINANCIAL ACCOUNTS FOR OPERATIONAL PURPOSES WERE MAINTAINED IN FOREIGN COUNTRIES. FORM 990, PART VI, SECTION A, LINE 1 LINE 1B: DIRECTOR FRED P. GATTAS, JR. IS NOT AN INDEPENDENT VOTING MEMBER OF ALSAC BECAUSE HE WAS INVOLVED IN A TRANSACTION WITH ST. JUDE, A TAX-EXEMPT RELATED ORGANIZATION, REPORTED ON SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS, INCLUDED IN ST. JUDE'S 2013 FORM 990. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP AMONG DIRECTORS: JOSEPH S. AYOUB, JR. AND PAUL AYOUB; FRED P. GATTAS, III AND FRED P. GATTAS, JR.; CAMILLE F. SARROUF, SR. AND CAMILLE F. SARROUF, JR.; GEORGE A. SIMON, II AND PAUL J. SIMON; TERRE THOMAS AND TONY THOMAS; ROBERT A. BREIT, MD AND JOSEPH G. SHAKER; JOSEPH C. SHAKER AND JOSPEH G. SHAKER; PAUL J. SIMON AND MICHAEL SIMON. BUSINESS RELATIONSHIP AMOUNG DIRECTORS: ROBERT A. BREIT, MD AND JOSEPH G. SHAKER FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED AS FOLLOWS: ELIMINATED THE POSITION OF SECOND VICE CHAIRMAN, BUT GRANDFATHERED IN THE PERSON CURRENTLY SERVING AS SECOND VICE CHAIR. DELETED THE PROVISIONS MAKING THE CHAIRPERSON AND VICE CHAIRPERSON EX OFFICIO VOTING MEMBERS OF ALL COMMITTEES, AND PROVIDED THAT THE CHAIRPERSON, OR, IF DESIGNATED BY THE CHAIRPERSON, THE VICE CHAIRPERSON, SHALL BE AN EX OFFICIO VOTING MEMBER OF EACH. GAVE THE CEO THE ADDITIONAL TITLE OF "PRESIDENT". CLARIFIED THAT ONLY ELECTED MEMBERS ARE PROHIBITED FROM RECEIVING COMPENSATION, SO AS NOT TO CREATE ANY CONFUSION ABOUT THE ABILITY OF THE CEO TO BE COMPENSATED. FORM 990, PART VI, SECTION B, LINE 11 IN FEBRUARY OF EACH YEAR, THE AUDIT COMMITTEE AND OFFICERS OF THE BOARD ARE PROVIDED WITH A DRAFT COPY OF FORM 990 AND ALL REQUIRED SCHEDULES. THE AUDIT COMMITTEE MEETS WITH ITS TAX PREPARER TO REVIEW THE DRAFT FORM 990 BEFORE IT IS FILED WITH THE IRS. ADDITIONALLY, THE COMPENSATION COMMITTEE OF THE BOARD RECEIVES A DRAFT COPY OF THE COMPENSATION SECTIONS OF FORM 990 FOR REVIEW BEFORE IT IS FILED WITH THE IRS. EACH VOTING MEMBER OF THE BOARD RECEIVES A FINAL COPY OF FORM 990 WITH ALL REQUIRED SCHEDULES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF DIRECTORS. IN ADDITION TO THE EDUCATION OF NEW BOARD MEMBERS ON THE CONFLICT OF INTEREST POLICY, THE CONFLICT OF INTEREST COMMITTEE OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND REVIEWS THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS. THE CHIEF LEGAL OFFICER WORKS WITH THE CONFLICT OF INTEREST COMMITTEE AND BOARD OFFICE TO ENSURE THAT CONFLICTS ARE MANAGED APPROPRIATELY. ALSAC EMPLOYEES ALSO ARE GOVERNED BY A SEPARATE CONFLICT OF INTEREST POLICY AND DISCLOSURE PROCESS (POTENTIAL CONFLICTS OF THE ORGANIZATION ARE REVIEWED BY THE SENIOR DIRECTOR OF COMPLIANCE AND DISCUSSED AND RESOLVED BY THE EXECUTIVE LEADERSHIP AND COMPLIANCE OFFICE). POTENTIAL RESTRICTIONS RANGE FROM UNWINDING OR PROHIBITING A TRANSACTION, TO PREVENTING SOMEONE FROM PARTICIPATING IN A DELIBERATION, TO SIMPLE DISCLOSURE TO THE BOARD OF THE CONFLICTING INTEREST, DEPENDING ON THE FACTS AND CIRCUMSTANCES OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD COMMISSIONS REGULAR SALARY SURVEYS FOR THE CEO, CAO, CFO, CHIEF DEVELOPMENT OFFICER, CHIEF LEGAL OFFICER, CHIEF MARKETING OFFICER, AND CHIEF INVESTMENT OFFICER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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