2012-03-14T07:50:15-05:00 2011-06-30 DELOITTE TAX LLP 100 PEABODY PLACE STE 800 MEMPHIS TN 38103 990 2010-07-01 351044585 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC AMER 9015782000 501 ST JUDE PLACE MEMPHIS TN 381050000 JEFFREY T PEARSON 9015782000 2012-03-14 1 9013226700 2010 2016-02-24 21:20:13Z RICHARD C SHADYAC JR 501 ST JUDE PLACE MEMPHIS TN 381050000 1043679859 0 X WWW.STJUDE.ORG X 1957 IL TO RAISE FUNDS TO SUPPORT ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. 45 39 1442 999999 654264 -946389 659370821 698411243 0 0 60324160 90069200 21727585 25852788 741422566 814333231 408161189 375102514 0 0 77341689 76589183 5992249 4556510 139200471 151404207 160506301 642899334 616754508 98523232 197578723 1975083262 2422814020 37932110 41168055 1937151152 2381645965 X AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. (ALSAC) WAS FOUNDED IN 1957 AND EXISTS FOR THE SOLE PURPOSE OF RAISING FUNDS TO SUPPORT THE CURRENT AND FUTURE OPERATING AND MAINTENANCE NEEDS OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. 0 0 426801894 375102514 ALSAC IS THE FUNDRAISING AND AWARENESS ORGANIZATION FOR ST. JUDE CHILDREN'S RESEARCH HOSPITAL. ALSAC EXISTS SOLELY TO RAISE AND PROVIDE THE FUNDS AND AWARENESS NECESSARY TO OPERATE AND MAINTAIN ST. JUDE. BECAUSE OF ALSAC, FAMILIES NEVER PAY FOR TREATMENTS THAT ARE NOT COVERED BY INSURANCE. NO FAMILY EVER PAYS ST. JUDE FOR ANYTHING. IT COSTS $1.7 MILLION A DAY TO OPERATE ST. JUDE, AND MORE THAN 70 PERCENT OF ST. JUDE'S OPERATING BUDGET IS COVERED BY PUBLIC CONTRIBUTIONS GENERATED BY ALSAC FUNDRAISING PROGRAMS.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 PEDIATRIC CANCER RESEARCH INSTITUTION TO PLACE DOCTORS, SCIENTISTS AND PATIENTS "ALL UNDER ONE ROOF," CREATING A WORLDWIDE MODEL FOR MOVING DISCOVERIES IN THE LABORATORY QUICKLY TO THE PATIENT BEDSIDE IN THE RESEARCH AND TREATMENT OF CHILDHOOD CANCERS AND OTHER LIFE-THREATENING DISEASES.SINCE THAT TIME, ST. JUDE HAS REVOLUTIONIZED THE WAY THE WORLD TREATS CHILDHOOD CANCER AND OTHER DISEASES LIKE SICKLE CELL. ST. JUDE DEVELOPED PROTOCOLS THAT HAVE HELPED PUSH OVERALL SURVIVAL RATES FOR CHILDHOOD CANCERS FROM LESS THAN 20 PERCENT, WHEN THE HOSPITAL OPENED IN 1962, TO 80 PERCENT TODAY.TODAY, ST. JUDE CONTINUES TO LEAD THE WAY IN FINDING CURES FOR DEADLY CHILDHOOD DISEASES THROUGH RESEARCH AND TREATMENT. ST. JUDE HAS EMBARKED ON 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. ST. JUDE CONTINUES TO UPHOLD ITS PROMISE OF CONDUCTING WORLD-CLASS RESEARCH AND PROVIDING FIRST-CLASS PATIENT CARE, REGARDLESS OF THE FAMILY'S ABILITY TO PAY. MOST OF THE FUNDING FOR ST. JUDE PROTOCOLS IS NOT COVERED BY INSURANCE. ST. JUDE COVERS THOSE COSTS ALONG WITH OTHER COSTS A FAMILY TYPICALLY INCURS WHILE THEIR CHILD IS BEING TREATED AT THE HOSPITAL. THIS INCLUDES TRAVEL, HOUSING AND FOOD. 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. IN SUMMARY, NO FAMILY EVER PAYS ST. JUDE FOR ANYTHING.EVERY CHILD SAVED AT ST. JUDE MEANS CHILDREN SAVED AROUND THE WORLD-A DIRECT RESULT OF CUTTING-EDGE RESEARCH AND TREATMENT THAT SET THE STANDARD IN TREATING CHILDHOOD CANCERS. AND DISCOVERIES MADE AT ST. JUDE ARE SHARED FREELY WITH DOCTORS AND SCIENTISTS ALL OVER THE WORLD.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, ST. JUDE'S BRAIN TUMOR SCIENCE AND TECHNOLOGY ARE AT THE CUTTING EDGE WORLDWIDE. 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.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. THE CLINIC'S ACCOMPLISHMENTS ARE NOW AN INTEGRAL PART OF NATIONAL GUIDELINES FOR SCREENING AND MANAGING THE LATE EFFECTS OF SURVIVORS OF PEDIATRIC CANCER. 426801894 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 1 1 1 1 0 0 0 1 0 0 0 0 1 X 1011 47 1 1442 1 1 1 1 BR CH EZ EG FI FR GM GR HK HU IS IT JA MY NL NZ PE PO KS SP SW SZ TW UK 0 0 1 1 1 1 0 0 0 1 0 X 45 39 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 9015782000 501 ST JUDE PLACE MEMPHIS TN 381050000 JOYCE ABOUSSIE 4.00 X 0 0 0 THOMAS G ABRAHAM 4.00 X 0 0 0 SUSAN MACK AGUILLARD MD 4.00 X 0 0 0 MAHIR AWDEH MD 4.00 X 0 0 0 JOSEPH S AYOUB JR ESQ 4.00 X 0 0 0 PAUL J AYOUB ESQ 8.00 X 0 0 0 JAMES B BARKATE 4.00 X 0 0 0 MARTHA PERINE BEARD 4.00 X 0 0 0 KATHIE BERLIN 4.00 X 0 0 0 SHERYL BOURISK 4.00 X 0 0 0 ROBERT A BREIT MD 4.00 X 0 0 0 TERRY BURMAN 4.00 X 0 0 0 STEPHEN J CAMER MD 4.00 X 0 0 0 TONY CHARAF 4.00 X 0 0 0 ANN M DANNER 4.00 X 0 0 0 FRED P GATTAS JR 4.00 X 0 0 0 FRED P GATTAS III 4.00 X 0 0 0 CHRISTOPHER GEORGE MD 4.00 X 0 0 0 JUDY HABIB 4.00 X 0 0 0 PAUL K HAJAR 4.00 X 0 0 0 CHUCK HAJJAR 4.00 X 0 0 0 FRED R HARRIS 4.00 X 0 0 0 BRUCE B HOPKINS 4.00 X 0 0 0 RICHARD IEYOUB 4.00 X 0 0 0 RICHARD KARAM ESQ 4.00 X 0 0 0 SALLI LEVAN 4.00 X 0 0 0 PAUL MARCUS 4.00 X 0 0 0 MICHAEL D MCCOY 4.00 X 0 0 0 ROBERT T MOLINET 4.00 X 0 0 0 JIM NAIFEH JR 4.00 X 0 0 0 THOMAS PENN III 4.00 X 0 0 0 MANAL SAAB 4.00 X 0 0 0 CAMILLE F SARROUF SR ESQ 4.00 X 0 0 0 CAMILLE F SARROUF JR ESQ 8.00 X 0 0 0 JOSEPH G SHAKER 4.00 X 0 0 0 GEORGE A SIMON II 4.00 X 0 0 0 PAUL J SIMON 4.00 X 0 0 0 TERRE THOMAS 4.00 X 0 0 0 TONY THOMAS 4.00 X 0 0 0 PAT KERR TIGRETT 4.00 X 0 0 0 RICHARD M UNES 8.00 X 0 0 0 PAUL H WEIN ESQ 4.00 X 0 0 0 TOM WERTZ 4.00 X 0 0 0 RAMZI T YOUNIS MD 4.00 X 0 0 0 TAMA ZAYDON 4.00 X 0 0 0 RAYMOND J ZOGHBY 4.00 X 0 0 0 WILLIAM E EVANS 1.00 X 0 824033 39737 RICHARD C SHADYAC JR 55.00 X X 477920 0 37700 DAVID MCKEE 55.00 X 522334 0 39164 JEFFREY PEARSON 55.00 X 220684 0 40437 JOHN VRANAS 55.00 X 201090 0 36357 WILLIAM REESER 55.00 X 240052 0 43341 LORI O'BRIEN 40.00 X 232350 0 34276 DIANE SPEARS 55.00 X 230762 0 30352 EMILY GREER 55.00 X 227690 0 40682 HOLLIS NICHOLS 0.00 X 155722 0 11945 2508604 824033 353991 90 1 1 0 INFOCISION MANAGEMENT CORPORATION 325 SPRINGSIDE DRIVE AKRON OH 443334501 CALL CENTER 2717334 RB DAVIES INC 10536 CULVER BLVD SUITE M CULVER CITY CA 902323423 MARKETING CONSULTANT 2051978 MDS COMMUNICATIONS CORPORATION 545 W JUANITA AVE MESA AZ 852100000 CALL CENTER 1124799 ECHO MARKETING SOLUTIONS 5075 YONGE ST SUITE 300 TORONTO ONTARIO CA CALL CENTER 901828 EURO RSCG EDGE 2173 SALK AVE SUITE 300 CARLSBAD CA 92008 MEDIA CONSULTANT 627823 27 8182929 1937576 688290738 5480875 698411243 28742717 28742717 51233 51233 51233 51233 280349773 61658 218931597 153351 61418176 -91693 61326483 -91693 61418176 9331666 1937576 2830901 6500765 6500765 23743605 5097079 18646526 18646526 2987964 2333700 654264 654264 814333231 18554833 654264 96712891 375102514 375102514 1418315 216404 454547 747364 60292489 9137118 19269380 31885991 3829669 590360 1208719 2030590 6707610 885811 2432292 3389507 4341100 665566 1335742 2339792 518644 64185 300724 153735 363780 363780 4556510 4556510 5862817 2362941 917254 2582622 423997 46892 147120 229985 6510971 889758 4304791 1316422 4702122 452941 1435677 2813504 5592704 979301 981146 3632257 2218667 335324 545381 1337962 7342795 839125 5191969 1311701 1150668 128188 523476 499004 MAILINGS & SHIPPING 62709326 8831407 4375260 49502659 CAMPAIGN EXPENSES 40986390 21523078 1810573 17652739 PRINTING & PUBLICATIONS 6435456 811939 785398 4838119 TELECOMMUNICATIONS 3894222 1538235 1090151 1265836 EQUIP & SOFTWARE MAINT. 594831 108693 144993 341145 11198911 1292114 3133770 6773027 616754508 426801894 50752143 139200471 X 57638815 32440129 3068740 22129946 85751644 81663171 14406832 15244218 2610074 2132116 2900919 2211211 5248392 4676631 113365491 50152389 61950838 63213102 1802214563 2253673571 1975083262 2422814020 15739544 15964940 22192566 25203115 37932110 41168055 X 1237134733 1546098870 37242519 46913705 662773900 788633390 1937151152 2381645965 1975083262 2422814020 X 197578723 246916090 X 0 1 1 X 0 X 555036573 627727112 658106230 659370821 698411243 3198651979 555036573 627727112 658106230 659370821 698411243 3198651979 3198651979 23648108 31062479 25255056 20199495 28793950 128959088 3413003 3428526 1129256 832925 654264 9457974 143964339 89221425 -15828592 68782839 94493447 380633458 3717702499 0.86040 0.85820 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 IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: COLUMN (A): 2006 - TOTAL OF $143,964,339 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $112,726,060 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $9,557,112 C. GROSS GAMING RECEIPTS: $21,681,167 COLUMN (B): 2007 - TOTAL OF $89,221,425 CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: $57,640,595 B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $8,743,043 C. GROSS GAMING RECEIPTS: $22,837,787 COLUMN (C): 2008 - TOTAL OF ($15,828,592) CONSISTS OF: A. GAIN/LOSS ON SALE OF SECURITIES: ($42,101,258) B. GROSS FUNDRAISING EVENTS RECEIPTS (LESS CONTRIBUTIONS): $6,764,765 C. GROSS GAMING RECEIPTS: $19,507,901 COLUMN (D): 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): $7,055,656 C. GROSS GAMING RECEIPTS: $21,031,949 COLUMN (E): 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 662773900 4402533 123156706 1699749 788633390 590820249 4396601 69032459 1475409 662773900 723150356 10016491 -142346598 590820249 1.00000 1 0 30956790 30956790 22773339 10919023 11854316 1280061 1099576 180485 32885085 23272745 9612340 25470216 14861045 10609171 63213102 GLOBAL EQUITY 862822979 F MARKETABLE ALTERNATIVES 463384860 F REAL ASSETS 388092434 F PRIVATE EQUITY 163501394 F FIXED INCOME 256549112 F CASH EQUIVALENTS 119322792 F 2253673571 ANNUITY OBLIGATIONS 25203115 25203115 814333231 616754508 197578723 246916090 246916090 444494813 1066438093 246916090 246916090 819522003 -5188772 -5188772 814333231 621851587 5097079 5097079 616754508 0 616754508 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT THE FUTURE NEEDS OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ALSAC ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ON JULY 1, 2009. APPLICATION OF ASC TOPIC 740 TO A TAX-EXEMPT ORGANIZATION IS PRIMARILY DIRECTED AT THE CHARACTERIZATION OF INCOME AS TAX EXEMPT (RELATED OR EXCLUDED EXEMPT FUNCTION INCOME) AND/OR TAXABLE AS UNRELATED BUSINESS INCOME AS DEFINED IN THE CODE. ALSAC EVALUATED THE EFFECT OF ASC TOPIC 740 AND DETERMINED THAT NO ADJUSTMENTS TO ITS FINANCIAL STATEMENTS WERE REQUIRED UPON THE ADOPTION OF ASC TOPIC 740 ON JULY 1, 2009. AS OF JUNE 30, 2011, ALSAC HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER ASC TOPIC 740 REQUIRING ADJUSTMENTS TO ITS FINANCIAL STATEMENTS. IN THE EVENT ALSAC WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSISTIONS, IT WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS A GENERAL EXPENSE. GENERALLY, TAX YEARS 2007 THROUGH 2010 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET LOSS FROM DISPOSAL OF PROPERTY AND EQUIPMENT -91,693. DIRECT GAMING EXPENSES -5,097,079. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT GAMING EXPENSES 5,097,079. MIDDLE EAST 0 0 DEVELOPMENT 14800 0 0 0 0 0 0 14800 0 14800 1 0 0 0 1 0 OTHER INFORMATION SCHEDULE F, PART V THE AMOUNT REPORTED IN PART I, LINE 3, COLUMN(F) REPRESENTS TRAVEL AND RELATED EXPENSES ACCOUNTED FOR USING THE ACCRUAL METHOD OF ACCOUNTING. X X X X X X 1 INFOCISION MANAGEMENT CORP 325 SPRINGSIDE DRIVE AKRON OH 443334501 CALL CENTER 0 5089194 2291051 2798143 MDS COMMUNICATIONS CORP 545 2 JUANITA AVE MESA AZ 852100000 CALL CENTER 0 2105412 1518720 586692 ECHO MARKETING SOLUTIONS INC SUITE 300 TORONTO ONTARIO CA CALL CENTER 0 772341 746739 25602 7966947 4556510 3410437 AK AL AR AZ CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY GALA 1866134 369504 1496630 20868 97371 24999 33313 GALA 613780 100044 513736 4441 32414 2190 1000 41837 94 8789328 1468028 7321300 79709 192043 1259908 442491 598317 11269242 1937576 9331666 105018 224457 1359469 468490 673467 2830901 6500765 23743605 475000 4592466 29613 1 0.13330 23743605 475000 4592466 29613 5097079 18646526 CA GA ID IL IN KY LA MS MO OH OK TX TN VA WV NY RI MA MN DC 1 0 1 0 0.86670 0.13330 JEFFREY T PEARSON 501 ST JUDE PLACE MEMPHIS TN 381050000 0 ALAN JOHNSON 99817 MANAGE THE PLANNING AND EXECUTION OF RAFFLE ACTIVITIES X 0 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) ALL CONTRACTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE FOR SERVICES ONLY. NO CONTRACTS CONTAIN PROVISIONS FOR REIMBURSEMENT OF FUNDRAISING EXPENSES. ENGAGEMENTS WITH PROFESSIONAL FUNDRAISERS ARE RELATED MOSTLY TO ACQUISITION PROGRAMS TARGETING MONTHLY GIVING. THE COMPARISON OF NEW RECEIPTS AND AMOUNTS PAID TO FUNDRAISERS IN THE TAX YEAR OMITS THE VALUE OF CONTRIBUTIONS TO BE RECEIVED IN FUTURE YEARS. 1 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 375102514 OPERATION OF HOSPITAL 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SOLE RECIPIENT OF GRANTS AND SUPPORT IS ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. ALSAC IS THE FUNDRAISING AND AWARENESS ORGANIZATION FOR ST. JUDE CHILDREN'S RESEARCH HOSPITAL. ALSAC EXISTS SOLELY TO RAISE AND PROVIDE THE FUNDS AND AWARENESS NECESSARY TO OPERATE AND MAINTAIN ST. JUDE. IT COSTS $1.7 MILLION A DAY TO OPERATE ST. JUDE, AND MORE THAN 70 PERCENT OF ST. JUDE'S OPERATING BUDGET IS COVERED BY PUBLIC CONTRIBUTIONS GENERATED BY ALSAC FUNDRAISING PROGRAMS. X X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 WILLIAM E EVANS 0 686756 0 0 0 137277 0 26950 0 12787 0 863770 0 0 RICHARD C SHADYAC JR 476678 0 0 0 1242 0 21645 0 16055 0 515620 0 0 0 DAVID MCKEE 518416 0 0 0 3918 0 25838 0 13326 0 561498 0 0 0 JEFFREY PEARSON 219722 0 0 0 962 0 23102 0 17335 0 261121 0 0 0 JOHN VRANAS 200146 0 0 0 944 0 19722 0 16635 0 237447 0 0 0 WILLIAM REESER 238462 0 0 0 1590 0 24965 0 18376 0 283393 0 0 0 LORI O'BRIEN 231872 0 0 0 478 0 20347 0 13929 0 266626 0 0 0 DIANE SPEARS 230284 0 0 0 478 0 23961 0 6391 0 261114 0 0 0 EMILY GREER 226766 0 0 0 924 0 23871 0 16811 0 268372 0 0 0 HOLLIS NICHOLS 155419 0 0 0 303 0 3536 0 8409 0 167667 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. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: PAYMENTS MADE TO ELIGIBLE EMPLOYEES FOR CERTAIN TAXABLE RETIREMENT BENEFITS WERE GROSSED-UP FOR TAX INDEMNIFICATION PURPOSES. 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. PART II: WILLIAM 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 COLUMNS (B), (D), AND (E) WAS PAID TO DR. EVANS BY ST. JUDE FOR HIS DUTIES AS CEO OF ST. JUDE. PART I, LINE 4A HOLLIS NICHOLS, A FORMER OFFICER, RECEIVED COMPENSATION TOTALING $167,667 IN 2010 UNDER THE TERMS OF A SEVERANCE AGREEEMENT. THE COMPENSATION IS REPORTED ON SCHEDULE J, PART II. KHJ INTEGRATED MARKETING INC ENTITY MORE THAN 35% OWNED BY JUDY HABIB, DIRECTOR 157995 CONSULTING 0 MIKE FOWLER FAMILY MEMBER OF DAVID MCKEE, OFFICER 85482 EMPLOYMENT 0 SHERIANNE MCCOY FAMILY MEMBER OF MICHAEL MCCOY, DIRECTOR 59559 EMPLOYMENT 0 SARAH HEINZ FAMILY MEMBER OF HOLLIS NICHOLS, FORMER OFFICER 37634 EMPLOYMENT 0 X 29 X 10 X 1 X 413 5480875 COST OR SELLING PRICE X 71 X OTHER PRIZES 1204 X PRIZE PACKAGES 293 X GIFT CERTIFICATES 292 X MISCELLANEOUS 5 3 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: PART I, COLUMN (C), LINE 1 - ART - WORKS OF ART- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 6 - CARS AND OTHER VEHICLES- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 7 - BOATS AND PLANES- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 18 - COLLECTIBLES- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 25 - OTHER PRIZES- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 26 - PRIZE PACKAGE- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 27 - GIFT CERTIFICATES - REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). LINE 28 - MISCELLANEOUS- REVENUES ARE INCLUDED IN FORM 990, PART VIII, LINES 8A (FUNDRAISING EVENTS) AND 9A (GAMING). FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS AMONG DIRECTORS: JOSEPH S. AYOUB, JR., PAUL J. AYOUB, ROBERT A. BREIT, MD, FRED P. GATTAS, JR., FRED P. GATTAS, III, CAMILLE F. SARROUF, SR., CAMILLE F. SARROUF, JR., JOSEPH G. SHAKER, GEORGE A. SIMON II, PAUL J. SIMON, TONY THOMAS, TERRE THOMAS. BUSINESS RELATIONSHIPS AMONG DIRECTORS: ROBERT A. BREIT, MD AND JOSEPH G. SHAKER, RICHARD C. SHADYAC, JR. AND CAMILLE F. SARROUF, SR. FORM 990, PART VI, SECTION A, LINE 4 1. THE AUDIT COMMITTEE CHARTER NOW STATES THAT A QUORUM NECESSARY FOR CONDUCTING BUSINESS SHALL BE 1/3 OF THE VOTING MEMBERS FOR THE COMMITTEE. 2. THE AUDIT COMMITTEE CHARTER NOW STATES THAT MATTERS SHALL BE DETERMINED BY A MAJORITY VOTE OF THE MEMBERS PRESENT FOR ANY MEETING. 3. THE AUDIT COMMITTEE CHARTER NO LONGER INCLUDES REFERENCE TO REVIEWING THE EFFECTIVENESS OF THE CORPORATE COMPLIANCE PROGRAM OR OVERSIGHT ON THE CORPORATE COMPLIANCE OFFICER AND THE COMPLIANCE FUNCTION IN THE GOVERNANCE RESPONSIBILITIES OF THE COMMITTEE. THE LEGAL AND BYLAWS COMMITTEE PROVIDES OVERSIGHT OF THE CORPORATE COMPLIANCE PROGRAM, CORPORATE COMPLIANCE OFFICE, AND COMPLIANCE FUNCTION. 4. THE AUDIT COMMITTEE CHARTER MORE CLEARLY DEFINES THAT THE AUDITED FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE ENTIRE BOARD, MANAGEMENT REPRESENTATION LETTERS ARE REVIEWED BY THE AUDIT COMMITTEE, DISTRIBUTED TO THE BOARD OFFICERS, AND MADE AVAILABLE UPON REQUEST TO ANY BOARD MEMBER. 5. THE AUDIT COMMITTEE CHARTER MORE CLEARLY DEFINES THAT THE COMMITTEE'S GOVERNANCE INCLUDES REPORTS RECEIVED FROM REGULATORS THAT MAY HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 6. THE AUDIT COMMITTEE CHARTER MORE CLEARLY DEFINES THAT REPORTS REGARDING ACCOUNTING, INTERNAL CONTROL, AND AUDITING MATTERS RECEIVED FROM THE CONFIDENTIAL ANONYMOUS REPORTING MECHANISM ARE ROUTED THROUGH THE SVP AND CHIEF LEGAL OFFICER TO THE COMMITTEE. 7. THE AUDIT COMMITTEE CHARTER DEFINES THE RESPONSIBILITY OF THE COMMITTEE TO RECOMMEND TO THE BOARD OF GOVERNORS THE STRUCTURE OF THE INTERNAL AUDIT DEPARTMENT. 8. THE AUDIT COMMITTEE CHARTER MORE CLEARLY DEFINES THAT THE COMMITTEE IS TO CONSIDER ANNUALLY THE PUBLIC ACCOUNTANT RETENTION AND PARTNER ROTATION. 9. THE AUDIT COMMITTEE CHARTER MORE CLEARLY DEFINES THAT THE COMMITTEE IS TO ENSURE THAT CONFLICT OF INTEREST HAS BEEN MANAGED WITH RESPECT TO THE EXTERNAL AUDITOR. 10. THE AUDIT COMMITTEE CHARTER WAS EDITED TO REMOVE REFERENCES TO SPECIFIC YEARS AND BUDGET AMOUNTS FOR EXTERNAL AUDITOR AND INTERNAL AUDIT DEPARTMENT. 11. THE AUDIT COMMITTEE CHARTER MORE CLEARLY DEFINES THAT INTERNAL AUDIT HAS A SOLID LINE (FUNCTIONAL REPORTING) TO THE BOARD OF GOVERNORS AND A DOTTED LINE (ADMINISTRATIVE REPORTING) TO THE SVP AND CHIEF FINANCIAL OFFICER. 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 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 IRS. EACH VOTING MEMBER OF THE BOARD RECEIVES A FINAL COPY OF FORM 990 WITH ALL REQUIRED SCHEDULES BEFORE IT IS FILED WITH 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 EDUCATION OF NEW BOARD MEMBERS ON THE CONFLICT OF INTEREST POLICY, THE EXECUTIVE ADMINISTRATOR TO THE BOARD ACTIVELY MONITORS CONFLICT MANAGEMENT PLANS (WHICH MAY INCLUDE CHANGING VENDORS, DIVESTITURE OF FINANCIAL INTERESTS, AND THE LIKE) TO ENSURE THEY ARE COMPLETED IN A TIMELY FASHION. 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, COO, CFO, CHIEF DEVELOPMENT OFFICER, CHIEF LEGAL 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 246,916,090. GRANTS AND SIMILAR AMOUNTS PAID (PART IX, COLUMN (A), LINES 1-3): FORM 990, PART I, LINE 13 THE SOLE RECIPIENT OF GRANTS AND SUPPORT IS ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC., A RELATED ORGANIZATION GOVERNED BY A COMMON BOARD OF DIRECTORS AND GOVERNORS. GROSS INCOME FROM GAMING ACTIVITIES: FORM 990, PART VIII, LINE 9 GAMING ACTIVITIES CONSIST PRIMARILY OF DREAM HOME CAMPAIGN RAFFLES AND A FEW ANCILLARY RAFFLES AT GALAS AND OTHER FUNDRAISING EVENTS. TOTAL NUMBER OF VOLUNTEERS: FROM 990, PAGE 1, LINE 6 THE NUMBER OF VOLUNTEERS REPORTED (999,999) IS THE MAXIMUN VALUE ALLOWED ON THE FORM. THE ACUTAL NUMBER OF VOLUNTEERS IS MORE THAN ONE MILLION. FORM 990, PART V, LINE 4B, LIST OF FOREIGN COUNTRIES: THE FINANCIAL ACCOUNTS IN THE FOREIGN COUNTRIES LISTED ON FORM 990, PART V, LINE 4B (SEE SCHEDULE O) ARE RELATED TO INVESTMENTS. NO FINANCIAL ACCOUNTS FOR OPERATIONAL PURPOSES WERE MAINTAINED IN FOREIGN COUNTRIES. ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS BLVD MEMPHIS TN 381050000 620646012 HOSPITAL TN SECTION 501(C)(3) SECTION 170 (B)(1)(A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC B 375102514 CASH VALUE ST JUDE CHILDREN'S RESEARCH HOSPITAL INC K 375102514 CASH VALUE ST JUDE CHILDREN'S RESEARCH HOSPITAL INC O 1040158 CASH VALUE ST JUDE CHILDREN'S RESEARCH HOSPITAL INC P 92321 CASH VALUE