2025-05-13T09:17:15-05:00 2024-06-30 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2023-07-01 351044585 AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC AMER 9015782000 501 ST JUDE PLACE MEMPHIS TN 38105 KERA WRIGHT CHIEF FINANCIAL OFFICER 9015782510 2025-05-12 1 0 JOHN W SADOFF JR P00540589 7144367100 2023 2025-03-06 01:10:19Z RICHARD C SHADYAC JR 501 ST JUDE PLACE MEMPHIS TN 38105 6445951716 0 X WWW.STJUDE.ORG X 1957 IL TO RAISE FUNDS AND BUILD AWARENESS TO SUSTAIN AND GROW THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. 36 34 2100 1000000 1074860 0 2405127358 2508811875 0 0 236051572 340960225 45450490 45817847 2686629420 2895589947 1367277418 1677081481 0 0 231907353 246000247 14411084 6040793 419736651 590167547 628044536 2203763402 2557167057 482866018 338422890 9109419712 9992563716 142305459 148723634 8967114253 9843840082 X AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES, INC. (ALSAC) WAS FOUNDED IN 1957 AND EXISTS SOLELY TO RAISE FUNDS AND BUILD AWARENESS TO SUSTAIN AND GROW THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT WHILE HONORING THE MEMORY AND HERITAGE OF OUR FOUNDER, DANNY THOMAS. 0 0 1906582216 1677081481 36019574 ALSAC IS THE FUNDRAISING AND AWARENESS ORGANIZATION FOR ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. (ST. JUDE). ALSAC EXISTS SOLELY TO RAISE THE FUNDS AND AWARENESS NEEDED TO SUSTAIN AND GROW ST. JUDE NOW AND IN THE FUTURE. ALSAC IS CHARGED WITH SUPPORTING THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT WHILE HONORING THE MEMORY AND HERITAGE OF OUR FOUNDER, DANNY THOMAS. THANKS TO GENEROUS DONORS, FAMILIES NEVER RECEIVE A BILL FROM ST. JUDE FOR TREATMENT, TRAVEL, HOUSING OR FOOD - SO THEY CAN FOCUS ON HELPING THEIR CHILD LIVE. (CONTINUED ON SCHEDULE O) 1906582216 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 X 1394 124 1 2100 1 1 1 1 AS BR CA CH DA EG EZ FI FR GM GR HK HU IS IT JA KS MX MY NL NZ PE PK PO RP RS SF SN SP SW SZ TH TW UK 0 0 0 1 1 0 0 0 0 1 0 X 36 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA CO CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OH OK OR PA RI SC TN UT WA WI WV X X X KERA GETTER 9015782150 501 ST JUDE PLACE MEMPHIS TN 38105 JAMES R DOWNING EX-OFFICIO DIRECTOR 1.00 55.00 X 0 2368582 65608 RICHARD C SHADYAC JR CEO & EX-OFFICIO DIRECTOR 55.00 1.00 X X 1295514 0 166273 JOYCE A ABOUSSIE VOTING DIRECTOR 4.00 4.00 X 0 0 0 STEVEN J ALLEN 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 4.00 8.00 X 0 0 0 FREDERICK M AZAR MD VOTING DIRECTOR 8.00 4.00 X 0 0 0 MARTHA PERINE BEARD VOTING DIRECTOR 8.00 4.00 X 0 0 0 ROBERT A BREIT MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 TERRY L BURMAN VOTING DIRECTOR 4.00 4.00 X 0 0 0 JOSEPH M DEVIVO VOTING DIRECTOR (THRU 11/23) 4.00 4.00 X 0 0 0 LISA R DILLER MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 JOSEPH E EID MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 FRED P GATTAS III PHARMD VOTING DIRECTOR 4.00 4.00 X 0 0 0 JUDY A HABIB VOTING DIRECTOR 4.00 8.00 X 0 0 0 GABRIEL G HADDAD MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 CHARLES C HAJJAR VOTING DIRECTOR 4.00 4.00 X 0 0 0 FOUAD A HAJJAR MD VOTING DIRECTOR 4.00 4.00 X 0 0 0 FREDERICK R HARRIS JR MD VOTING DIRECTOR 4.00 8.00 X 0 0 0 J DAVID KARAM II VOTING DIRECTOR 8.00 4.00 X 0 0 0 SCOTT A KUPOR VOTING DIRECTOR 4.00 4.00 X 0 0 0 SHARON L MCCOLLAM VOTING DIRECTOR 4.00 4.00 X 0 0 0 SAMIA MELHEM VOTING DIRECTOR 4.00 4.00 X 0 0 0 ROBERT T MOLINET ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 NEELA M MONTGOMERY VOTING DIRECTOR 4.00 4.00 X 0 0 0 RAMZI N NUWAYHID VOTING DIRECTOR 4.00 4.00 X 0 0 0 THOMAS J PENN III VOTING DIRECTOR 4.00 4.00 X 0 0 0 CHRISTINA M RASHID VOTING DIRECTOR 4.00 4.00 X 0 0 0 KATHRYNE G REEVES VOTING DIRECTOR 4.00 4.00 X 0 0 0 CAMILLE F SARROUF JR ESQ VOTING DIRECTOR 4.00 4.00 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 C SIMON VOTING DIRECTOR 4.00 4.00 X 0 0 0 TONY THOMAS VOTING DIRECTOR 4.00 4.00 X 0 0 0 PAUL H WEIN ESQ VOTING DIRECTOR 4.00 4.00 X 0 0 0 TAMA H ZAYDON VOTING DIRECTOR 4.00 4.00 X 0 0 0 IKSHIT ANAND CHIEF OPERATING OFFICER 55.00 0.00 X 623111 0 95159 KERA GETTER CHIEF FINANCIAL OFFICER 55.00 0.00 X 582088 0 74139 ANURAG PANDIT CHIEF INVESTMENT OFFICER 55.00 0.00 X 742667 0 109087 STEVE FROEHLICH CHIEF REVENUE OFFICER 55.00 0.00 X 564907 0 121919 EMILY CALLAHAN CHIEF MARKETING OFFICER 55.00 0.00 X 633523 0 121861 SARA HALL CHIEF LEGAL OFFICER 55.00 0.00 X 605059 0 118293 MELANEE HANNOCK CHIEF DIGITAL AND INNOVATION 55.00 0.00 X 577773 0 116835 LEENA MUNJAL CHIEF STRATEGY OFFICER 55.00 0.00 X 657148 0 27490 MARTIN HAND 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538302939 2912167085 -16577138 -16577138 2895589947 2573744195 16577138 16577138 2557167057 0 2557167057 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S RESERVE FUND IS TO SUPPORT THE CURRENT AND FUTURE NEEDS OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. THE RESERVE HELPS ENSURE THAT ST. JUDE CAN CONTINUE ITS COMMITMENT TO TREATING PATIENTS AND ADVANCING LONG-TERM RESEARCH PROJECTS IN THE YEARS AHEAD - NO MATTER WHAT HAPPENS IN THE ECONOMY OR IN THE EVENT OF A DISASTER. IT COSTS NEARLY $2 BILLION TO SUSTAIN AND GROW ST. JUDE EACH YEAR, AND THE COST IS ESTIMATED TO GROW TO $2.2 BILLION BY 2027. IN THE YEARS AHEAD AN ESTIMATED 89% OF THE FUNDS NECESSARY TO SUSTAIN AND GROW ST. JUDE MUST BE RAISED BY ALSAC. TREATMENTS FOR PEDIATRIC CANCER AT ST. JUDE CAN LAST UP TO 3 YEARS OR MORE AND COST HUNDREDS OF THOUSANDS OF DOLLARS PER PATIENT - THE CARE FOR SOME PATIENTS EXCEEDS $1 MILLION. YET REGARDLESS OF COST, FAMILIES NEVER RECEIVE A BILL FROM ST. JUDE FOR TREATMENT, TRAVEL, HOUSING OR FOOD - SO THEY CAN FOCUS ON HELPING THEIR CHILD LIVE. IN ADDITION, ST. JUDE LEADS SOME OF THE WORLD'S MOST AMBITIOUS RESEARCH PROGRAMS IN CHILDHOOD CANCER SURVIVORSHIP. WITH UNIQUE DATA GATHERED FROM TENS OF THOUSANDS OF CANCER SURVIVORS, WE ARE IDENTIFYING THE LONG-TERM EFFECTS OF CANCER THERAPY; FINDING BETTER WAYS TO PREDICT HEALTH RISKS; AND WORKING TO HELP SURVIVORS EVERYWHERE LIVE LONGER, HEALTHIER LIVES. THE RESERVE FUND HELPS ENSURE THAT ST. JUDE CAN FULFILL THAT COMMITMENT TO EACH AND EVERY PATIENT, NOW AND INTO THE FUTURE, REGARDLESS OF THE COST OR DURATION OF THEIR CARE. THE RESERVE FUND ALSO PROVIDES CONFIDENCE FOR ST. JUDE TO CONTINUE ADVANCING ITS SIX-YEAR, $12.9 BILLION STRATEGIC PLAN TO EXPAND PATIENT SERVICES AND ACCELERATE RESEARCH IN THE U.S. AND GLOBALLY FOR CHILDREN WITH CATASTROPHIC DISEASES. IT ALSO ENSURES OUR ABILITY TO SUPPORT A SIX-YEAR, $200 MILLION INVESTMENT TO LAUNCH THE GLOBAL PLATFORM FOR ACCESS TO CHILDHOOD CANCER MEDICINES - A PARTNERSHIP WITH THE WORLD HEALTH ORGANIZATION (WHO) ANNOUNCED IN 2021 TO DRAMATICALLY INCREASE ACCESS TO HIGH-QUALITY CANCER MEDICINES FOR CHILDREN IN LOW AND MIDDLE-INCOME COUNTRIES - THE LARGEST FINANCIAL COMMITMENT TO DATE FOR A GLOBAL EFFORT IN PEDIATRIC CANCER MEDICATIONS. ADDITIONALLY, THE FUND HELPS ST. JUDE LAUNCH MULTIPLE LONG-TERM RESEARCH STUDIES WITH ASSURANCE OF FUNDING TO SEE THEM THROUGH COMPLETION. THE FUND MAKES IT POSSIBLE TO SEE TO COMPLETION CAPITAL PROJECTS SUCH AS THE ONGOING CONSTRUCTION ON THE ST. JUDE CAMPUS OF TWO 15-STORY TOWERS DEDICATED TO PATIENT CARE AND CLINICAL RESEARCH, A MORE THAN $1 BILLION PROJECT AND CAPITAL INVESTMENT. CURING CATASTROPHIC DISEASES IN CHILDREN IS A MULTI-TRILLION-DOLLAR, MULTI-YEAR GLOBAL PROBLEM AND ST. JUDE MUST CONTINUE OUR WORK NO MATTER WHAT HAPPENS WITH THE ECONOMY, THE MARKET, FUNDRAISING OR IN THE EVENT OF A DISASTER. PART X, LINE 2: AS OF JUNE 30, 2024, 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 2020 THROUGH 2022 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 -16,577,138. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT GAMING EXPENSES 16,577,138. DIRECT GAMING EXPENSES INDENTIFIED ABOVE REFER TO THE ST. JUDE DREAM HOME GIVEAWAYS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 2528176028 EAST ASIA AND THE PACIFIC INVESTMENTS 24821269 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 156933815 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 4458790 NORTH AMERICA INVESTMENTS 22120203 SOUTH AMERICA INVESTMENTS 5505529 SOUTH ASIA INVESTMENTS 5648228 SUB-SAHARAN AFRICA INVESTMENTS 13242815 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES EDUCATION AND TRAINING 140000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 45000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 35000 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES EDUCATION AND TRAINING 35000 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 35000 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 35000 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 70000 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 35000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATION AND TRAINING 105000 0 0 0 2 0 2 2760906677 535000 2761441677 1 0 1 1 1 0 PART I, LINE 3: EXPENDITURES ARE RECORDED ON AN ACCRUAL BASIS. X X X X X X 1 INFOCISION MANAGEMENT CORP 325 SPRINGSIDE DR AKRON OH 443334501 FUNDRAISING SOLICITOR 0 4622019 4653269 -31250 VERITUS GROUP 1105 WASHINGTON BLVD 186 BELPRE OH 45714 FUNDRAISING COUNSEL 0 0 582893 -582893 ADSTRA PO BOX 23907 NEW YORK NY 100873907 FUNDRAISING COUNSEL 0 0 508131 -508131 NNE MARKETING LLC 1666 MASSACHUSETTS AVE SUITE 14 LEXINGTON MA 02420 FUNDRAISING COUNSEL 0 0 296500 -296500 4622019 6040793 -1418774 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV GALA 2363706 1448650 915056 85 18482 6199 210264 293122 GALA 2194718 1437698 757020 4596 0 50 77189 66311 145 35530104 18225928 17304176 451371 2405874 2961841 1657338 2136943 40088528 21112276 18976252 456052 2424356 2968090 1944791 2496376 10289665 8686587 52596712 9985337 17999 6573802 0 52596712 9985337 17999 6573802 16577138 36019574 CA CO GA ID IL KS KY LA MA MO MS NC NV NY OH OK PA TN TX VA 0 IN COLORADO, ALSAC CONTRACTS WITH A THIRD PARTY WHO IS LICENSED TO CONDUCT GAMING IN THAT STATE. SEE RESPONSE TO SCHEDULE G, PART III, LINES 15A - C. LICENSES ARE NOT REQUIRED FOR THE GAMING ACTIVITY CONDUCTED BY ALSAC IN THE FOLLOWING STATES LISTED ON LINE 9 ABOVE: MO, MS, NC, OH, OK AND TX. LICENSES ARE REQUIRED FOR THE GAMING ACTIVITY CONDUCTED BY ALSAC IN THE FOLLOWING STATES LISTED ON LINE 9 ABOVE: CA, GA, ID, IL, KS, KY, LA, MA, NV, NY, PA, TN, AND VA. 0 1 0 0.05000 0.95000 KERA GETTER 501 ST JUDE PLACE MEMPHIS TN 38105 1 3479000 0 EPSILON SIGMA ALPHA CHAPTER OF COLORADO 16690 W 11TH AVE GOLDEN CO 80401 DAVID R LANEY 153978 MANAGES THE PLANNING, EXECUTION, AND OVERSIGHT OF GAMING ACTIVITIES. X 1 24311348 SCHEDULE G, PART III, COLUMN (C), OTHER GAMING: THE ST. JUDE DREAM HOME CAMPAIGN IS A NATIONWIDE PROGRAM TO FURTHER ALSAC'S MISSION TO RAISE FUNDS AND AWARENESS OF THE PROGRAMS AND SERVICES THAT ST. JUDE CHILDREN'S RESEARCH HOSPITAL PROVIDES, SPECIFICALLY, WITH RESPECT TO ITS ROLE IN LEADING THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING CHILDHOOD DISEASES. IN CONNECTION WITH THE OPPORTUNITY TO PURCHASE A RAFFLE TICKET FOR THE OPPORTUNITY TO WIN A HOME, THE ST. JUDE DREAM HOME CAMPAIGN PROVIDES NATIONAL REACH AND MARKETING EXPOSURE FOR ALSAC'S MISSION TO SUPPORT THE MISSION OF ST. JUDE. OVER 6.2 MILLION WEBSITE PAGE VIEWS, AN ESTIMATED 22,000 TV AND RADIO PLACEMENTS, OVER 8.2 MILLION PIECES OF DIRECT MAIL, PRESENCE IN 42 MARKETS NATIONWIDE IN 18 SEPARATE STATES, OVER 46 MILLION SOCIAL MEDIA IMPRESSIONS, 3.4 MILLION EMAILS DEPLOYED AND AN ESTIMATED 600 PLUS BROADCAST NEWS STORIES TO SPREAD INFORMATION ABOUT THE MISSION OF ST. JUDE ARE JUST A FEW OF THE RESULTS ACHIEVED BY THIS CAMPAIGN. ALTHOUGH NATIONAL IN SCOPE, THE CAMPAIGN IS DIRECTED TO SPECIFIC, TARGETED MARKETS WHERE A MARKETING OUTREACH CAMPAIGN CAN RESULT IN STRONG AWARENESS FOR THE MISSION OF ST. JUDE. THE EXTENSIVE AND INTENSIVE COMMUNITY ENGAGEMENT SURROUNDING THE ST. JUDE DREAM HOME EVENTS IS DESIGNED TO ENGAGE THE PUBLIC IN THE AWARENESS CAMPAIGN ABOUT ST. JUDE, EXPOSING LARGE NUMBERS IN THE COMMUNITY TO THE ALSAC/ST. JUDE MISSION REGARDLESS OF WHETHER AN INDIVIDUAL PURCHASES A RAFFLE TICKET. THE MARKETING EFFORTS ASSOCIATED WITH THE ST. JUDE DREAM HOME CAMPAIGN CONTRIBUTE IMPORTANTLY TO RAISING THE AWARENESS NECESSARY TO INCREASING COMMUNITY ENGAGEMENT WITH ST. JUDE CHILDREN'S RESEARCH HOSPITAL (INCLUDING TAKING ADVANTAGE OF THE IMPORTANT SERVICES ST. JUDE PROVIDES), AS WELL AS TO ATTRACT AND RETAIN NEW DONORS TO ENSURE THE CONTINUED OPERATION OF ST. JUDE NOW AND IN THE FUTURE, WHILE ALSO ENSURING THAT NO FAMILY EVER RECEIVES A BILL FROM ST. JUDE FOR TREATMENT, TRAVEL, HOUSING OR FOOD. THE ST. JUDE DREAM HOME CAMPAIGN, THROUGH THE TELEVISION AND RADIO PROGRAMS, PLACEMENTS, FUNDRAISING AND PUBLIC AWARENESS EVENTS, ALSO BENEFITS OUR EDUCATION, TRAINING AND COMMUNITY SERVICE PROGRAM OBJECTIVES THAT SUPPORT THE ST. JUDE MISSION AND ABILITY TO CONTINUE TO LEAD THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES. PART III, LINE 17B, MANDATORY DISTRIBUTIONS BY STATE: CA - $3,692,913 ID - $2,213,661 IL - $1,144,159 KY - $976,245 LA - $6,083,422 MO - $1,788,962 MS - $2,619,037 NC - $2,454,509 NV - $1,373,244 NY - $37,475 TN - $1,505,500 VA - $422,221 1 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 1677081481 0 SUPPORT FOR 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 AND AWARENESS ORGANIZATION FOR ST. JUDE CHILDREN'S RESEARCH HOSPITAL, INC. ALSAC EXISTS SOLELY TO RAISE FUNDS AND BUILD AWARENESS TO SUSTAIN AND GROW THE MISSION OF ST. JUDE. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 JAMES R DOWNING EX-OFFICIO DIRECTOR 0 1489108 0 45250 0 834224 0 36300 0 29308 0 2434190 0 597000 RICHARD C SHADYAC JR CEO & EX-OFFICIO DIRECTOR 1246368 0 0 0 49146 0 140480 0 25793 0 1461787 0 40002 0 ANURAG PANDIT CHIEF INVESTMENT OFFICER 700861 0 0 0 41806 0 83170 0 25917 0 851754 0 37054 0 EMILY CALLAHAN CHIEF MARKETING OFFICER 604414 0 0 0 29109 0 85999 0 35862 0 755384 0 28029 0 SARA HALL CHIEF LEGAL OFFICER 556798 0 0 0 48261 0 85011 0 33282 0 723352 0 46605 0 IKSHIT ANAND CHIEF OPERATING OFFICER 622031 0 0 0 1080 0 61804 0 33355 0 718270 0 0 0 MELANEE HANNOCK CHIEF DIGITAL AND INNOVATION 532091 0 0 0 45682 0 83973 0 32862 0 694608 0 44026 0 STEVE FROEHLICH CHIEF REVENUE OFFICER 524534 0 0 0 40373 0 81882 0 40037 0 686826 0 39293 0 LEENA MUNJAL CHIEF STRATEGY OFFICER 524936 0 0 0 132212 0 0 0 27490 0 684638 0 0 0 KERA GETTER CHIEF FINANCIAL OFFICER 580164 0 0 0 1924 0 60331 0 13808 0 656227 0 268 0 MARTIN HAND CHIEF DONOR OFFICER 511980 0 0 0 21746 0 68124 0 25793 0 627643 0 0 0 EMILY GREER FORMER OFFICER 123077 0 0 0 40564 0 0 0 0 0 163641 0 40654 0 PART I, LINE 1A 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. THE AMOUNT OF THE MEMBERSHIP WAS NOT TREATED AS TAXABLE INCOME BECAUSE THE USE WAS BUSINESS RELATED. PART I, LINE 4A: UNDER A VOLUNTARY SEPARATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE ARE CONFIDENTIAL. ALL SEVERANCE AGREEMENTS, WHEN LEGALLY PERMITTED INCLUDE A RELEASE OF CLAIMS. SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSON IN PART VII. LEENA MUNJAL $132,212 NONQUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: ANURAG PANDIT $14,613 EMILY CALLAHAN $28,029 EMILY GREER $40,564 MARTIN HAND $18,650 KERA GETTER $268 MELANEE HANNOCK $19,540 RICHARD C. SHADYAC, JR. $40,002 SARA HALL $21,204 STEVE FROEHLICH $13,518 JAMES R. DOWNING $824,596 PART I, LINE 4B: THE ORGANIZATION ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) OF THE INTERNAL REVENUE CODE. THE PLAN AMOUNTS ARE SUBJECT TO SUBSTANTIAL FUTURE SERVICE REQUIREMENTS TO THE ORGANIZATION AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. COURY SHADYAC SEE PART V 368971 EMPLOYMENT 0 SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: COURY SHADYAC, SR. VICE PRESIDENT - TERRITORIES(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF OFFICER (CEO & EX-OFFICIO DIRECTOR), RICHARD C. SHADYAC, JR.(C) AMOUNT OF TRANSACTION: $368,971(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES? = NO X 37 X 2237 48912154 COST OR SELLING PRICE X 25 X 2 X 2 X 122 X DIGITAL ASSETS 376 271417 COST OR SELLING PRIC X PRIZE PACKAGES 565 0 X GIFT CARDS & CERTIFICATES 125 0 X OTHER PRIZES 444 0 14 0 1 1 PART I, COLUMN (B): THE NUMBERS IN COLUMN (B) REFER TO A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. PART I, LINE 32B: ALSAC PARTNERED WITH CHARITABLE ADULT RIDES (CARS) FOR SALE OF VEHICLES DONATED TO THE ORGANIZATION. CARS WORKS WITH VENDORS THROUGHOUT THE COUNTRY TO PICK UP DONATED VEHICLES AND SELL THE VEHICLE. ALSAC ALSO PARTNERED WITH CARS TO ALLOW SUPPORTERS TO DONATE VEHICLES DIRECTLY TO CARS WITH THE PROCEEDS FROM THE SALE BENEFITTING THE ORGANIZATION. PART I, LINE 33: RECEIPTS FOR LINES 1, 15, 16, 17, 18, 26, 27, AND 28 ARE REPORTED ON THE FORM 990, PART VIII, LINE 8A OR LINE 9A. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: CURING CATASTROPHIC DISEASES IN CHILDREN IS A MULTI-TRILLION-DOLLAR, MULTI-YEAR GLOBAL PROBLEM AND ALSAC AND ST. JUDE MUST CONTINUE OUR WORK NO MATTER WHAT HAPPENS WITH THE ECONOMY, THE MARKET, FUNDRAISING OR IN THE EVENT OF A DISASTER. IT COSTS NEARLY $2 BILLION TO SUSTAIN AND GROW ST. JUDE EACH YEAR, AND THE COST IS ESTIMATED TO GROW TO $2.2 BILLION BY 2027. THESE COSTS INCLUDE CAPITAL PROJECTS SUCH AS ONGOING CONSTRUCTION OF TWO 15-STORY TOWERS DEDICATED TO PATIENT CARE AND CLINICAL RESEARCH, A MORE THAN $1 BILLION PROJECT AND CAPITAL INVESTMENT. ST. JUDE'S COMMITMENT TO IMPROVING PATIENT CARE AND FACILITIES ALSO LED TO THE DEVELOPMENT AND OPENING OF THE DOMINO'S VILLAGE IN SEPTEMBER 2023, A MULTI-MILLION-DOLLAR PATIENT AND FAMILY HOUSING FACILITY WITH 140 UNITS. ST. JUDE IS A SPECIALTY RESEARCH HOSPITAL FOR CHILDREN, NOT A GENERAL CHILDREN'S HOSPITAL, SO NONE OF THE CUTTING-EDGE RESEARCH COSTS AND MANY OF THE EXTENSIVE TREATMENTS AND SERVICES WE PROVIDE ARE NOT COVERED BY INSURANCE AND MAY NOT BE IN THE FUTURE. UNLIKE OTHER HOSPITALS THAT RECEIVE 90-95% OPERATING REVENUES FROM INSURANCE RECOVERIES AND PATIENT COPAYS, THE MAJORITY OF OUR FUNDING COMES FROM GENEROUS DONORS AND INVESTMENT INCOME TO SUPPORT NEEDS NOW AND IN THE FUTURE. IN THE YEARS AHEAD, AN ESTIMATED 89% OF THE FUNDS NECESSARY TO SUSTAIN AND GROW ST. JUDE MUST BE RAISED BY ALSAC FROM GENEROUS DONORS. WHEN ST. JUDE OPENED ITS DOORS IN 1962, CHILDHOOD CANCER WAS LARGELY CONSIDERED INCURABLE. SINCE THEN, ST. JUDE HAS HELPED PUSH THE OVERALL SURVIVAL RATE FROM 20% TO MORE THAN 80%, AND WE WON'T STOP UNTIL NO CHILD DIES FROM CANCER. TODAY, ST. JUDE IS LEADING THE WAY THE WORLD UNDERSTANDS, TREATS, AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES. THE HOSPITAL HAS TOP SURVIVAL RATES FOR CHILDHOOD CANCERS, PARTICULARLY ACUTE LYMPHOBLASTIC LEUKEMIA, THE MOST COMMON FORM OF CHILDHOOD CANCER. THE HOSPITAL HAS HELPED TO NEARLY DOUBLE THE SURVIVAL RATE FOR MEDULLOBLASTOMA, THE MOST COMMON MALIGNANT BRAIN TUMOR IN CHILDREN. ST. JUDE IS THE FIRST AND ONLY NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER DEVOTED SOLELY TO CHILDREN. ST. JUDE IS ALSO THE FIRST WORLD HEALTH ORGANIZATION (WHO) COLLABORATING CENTRE FOR CHILDHOOD CANCER. IN 2021, IN PARTNERSHIP WITH THE WHO, ST. JUDE ANNOUNCED A SIX-YEAR, $200 MILLION INITIATIVE TO INCREASE DELIVERY OF HIGH-QUALITY CHEMOTHERAPY MEDICINES FREE OF CHARGE TO CHILDREN IN LOW- AND MIDDLE-INCOME COUNTRIES. THIS REPRESENTS THE LARGEST FINANCIAL COMMITMENT TO DATE FOR A GLOBAL EFFORT IN CHILDHOOD CANCER MEDICINES. ST. JUDE SHARES BREAKTHROUGHS IT MAKES TO HELP DOCTORS AND RESEARCHERS AT LOCAL HOSPITALS AND CANCER CENTERS AROUND THE WORLD IMPROVE THE QUALITY OF TREATMENT AND CARE FOR EVEN 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. A ST. JUDE PATIENT WAS THE FIRST IN THE WORLD TO BE CURED OF SICKLE CELL DISEASE WITH A BONE MARROW TRANSPLANT, AND ST. JUDE HAS ONE OF THE LARGEST PEDIATRIC SICKLE CELL PROGRAMS IN THE COUNTRY. ST. JUDE LEADS SOME OF THE WORLD'S MOST AMBITIOUS RESEARCH PROGRAMS IN CHILDHOOD CANCER SURVIVORSHIP. WITH UNIQUE DATA GATHERED FROM TENS OF THOUSANDS OF CANCER SURVIVORS, ST. JUDE IS IDENTIFYING THE LONG-TERM EFFECTS OF CANCER THERAPY; FINDING BETTER WAYS TO PREDICT HEALTH RISKS; AND WORKING TO HELP SURVIVORS EVERYWHERE LIVE LONGER, HEALTHIER LIVES. ST. JUDE ALSO COORDINATES THE CHILDHOOD CANCER SURVIVOR STUDY, A COLLABORATIVE STUDY AMONG U.S. AND CANADIAN INSTITUTIONS THAT INCLUDES MORE THAN 20,000 CHILDHOOD CANCER SURVIVORS WITH THE AIM TO IMPROVE SURVIVORSHIP OUTCOME AND QUALITY OF LIFE. IN ADDITION, BRAIN TUMOR SCIENCE AND TECHNOLOGY AT ST. JUDE ARE AT THE CUTTING EDGE WORLDWIDE, AND ST. JUDE HAS ONE OF THE WORLD'S LEADING RESEARCH-BASED PEDIATRIC BRAIN TUMOR PROGRAMS. ST. JUDE IS THE COORDINATING CENTER OF THE NATIONAL PEDIATRIC BRAIN TUMOR CONSORTIUM, WHICH RECEIVES FUNDING FROM THE NATIONAL CANCER INSTITUTE. 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 2 FAMILY RELATIONSHIP AMONG DIRECTORS: JOSEPH S. AYOUB, JR., ESQ. AND PAUL J. AYOUB, ESQ.; ROBERT A. BREIT, MD, AND JOSEPH G. SHAKER; JOSEPH C. SHAKER AND JOSEPH G. SHAKER. BUSINESS RELATIONSHIP AMONG DIRECTORS: JOSEPH C. SHAKER AND JOSEPH G. SHAKER. FORM 990, PART VI, SECTION B, LINE 11B IN THE FOURTH QUARTER OF THE FISCAL YEAR, THE AUDIT & COMPLIANCE COMMITTEE ARE PROVIDED WITH A DRAFT COPY OF THE FORM 990 AND ALL REQUIRED SCHEDULES. THE AUDIT & COMPLIANCE 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 IS PROVIDED WITH A DRAFT COPY OF THE COMPENSATION SECTIONS OF THE FORM 990, AND THE CONFLICT OF INTEREST COMMITTEE OF THE BOARD IS PROVIDED WITH A DRAFT COPY OF THE CONFLICT-OF-INTEREST SECTIONS OF THE FORM 990 FOR REVIEW BEFORE THE FINALIZED DOCUMENT IS FILED WITH THE IRS. EACH VOTING MEMBER OF THE BOARD IS PROVIDED WITH A FINAL COPY OF THE FORM 990 AND ALL REQUIRED SCHEDULES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A CONFLICT-OF-INTEREST COMMITTEE TO MANAGE BOARD MEMBER CONFLICTS OF INTEREST. NEW BOARD MEMBERS ARE GIVEN A COPY OF THE BOARD'S CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE FORM UPON JOINING THE BOARD. ADDITIONALLY, ALL BOARD MEMBERS COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE UPDATE AT LEAST ANNUALLY. THE CONFLICT-OF-INTEREST COMMITTEE OF THE BOARD REVIEWS THE NEW BOARD MEMBER AND ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS AND DISCUSSES, RESOLVES, AND MANAGES MEMBER CONFLICTS OF INTEREST, WITH OPPORTUNITY FOR APPEAL TO THE FULL BOARD. THE ORGANIZATION HAS A CHIEF COMPLIANCE OFFICER AND COMPLIANCE DEPARTMENT, WHICH ADMINISTER THE CONFLICT-OF-INTEREST DISCLOSURE PROCESS FOR ALL EMPLOYEES INCLUDING KEY EMPLOYEES. ALL EMPLOYEES COMPLETE CONFLICT OF INTEREST TRAINING AND A CONFLICT-OF-INTEREST DISCLOSURE ANNUALLY. IN ADDITION, POTENTIAL CONFLICTS ARE DISCOVERED, WHERE POSSIBLE, THROUGH THE ORGANIZATION'S CONTRACTING PROCESS. DISCLOSURES IDENTIFIED AS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE ADDRESSED BY THE COMPLIANCE OFFICE WITH INVOLVEMENT OF THE INSTITUTIONAL CONFLICT OF INTEREST COMMITTEE AS APPROPRIATE. DEPENDING ON THE FACTS AND CIRCUMSTANCES, THE ACTIVITY MAY BE MANAGED PURSUANT TO A MANAGEMENT PLAN, OR PROHIBITED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE ("COMMITTEE") OF THIS ORGANIZATION CONSISTS OF INDEPENDENT MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD. THE COMMITTEE IS RESPONSIBLE FOR REGULARLY REVIEWING AND APPROVING TOTAL REMUNERATION PAID TO THE CEO, CERTAIN OTHER OFFICERS, AND CERTAIN OTHER EMPLOYEES. THE BOARD HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, WHICH THE COMMITTEE FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES WHO CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE ORGANIZATION CAN FULFILL ITS CHARITABLE MISSION AND STRATEGIC OBJECTIVES. THE COMMITTEE APPROVES "TOTAL REMUNERATION," WHICH INCLUDES BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED, ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE TOTAL COMPENSATION OF DISQUALIFIED PERSONS IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTH CARE AND HEALTHCARE FUNDRAISING ORGANIZATIONS AND RECEIVES A REPORT SUMMARIZING NATIONAL AND REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH REVIEWED EMPLOYEE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS AS NECESSARY TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE COMMITTEE'S PROCESS IS INTENTIONALLY STRUCTURED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE COMPENSATION APPROVED BY THE COMMITTEE IS REPORTED IN EXECUTIVE SESSION TO THE FULL BOARD BY THE CHAIR AND VICE CHAIR OF THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 26: WE CONDUCT A NUMBER OF ACTIVITIES, WHICH JOINTLY BENEFIT OUR EDUCATION, TRAINING, AND COMMUNITY SERVICE PROGRAM OBJECTIVES, AS WELL AS FUNDRAISING AND GENERAL AND ADMINISTRATIVE ACTIVITIES. THE EDUCATIONAL INFORMATION SHARED WITHIN THESE ACTIVITIES SUPPORT OUR MISSION TO LEAD THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATING DISEASES AND INCLUDE OUR TELEVISION, RADIO, AND DIGITAL PROGRAMS AND PLACEMENTS, DIRECT MAIL PROGRAM, AND CERTAIN OTHER FUNDRAISING AND PUBLIC AWARENESS EVENTS. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDELINES, WE ALLOCATED A PORTION OF OUR FUNDRAISING EXPENSES TO PROGRAM SERVICE AND GENERAL AND ADMINISTRATIVE EXPENSES IN OUR COMBINED STATEMENTS OF FUNCTIONAL EXPENSES. ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 HOSPITAL TN 501(C)(3) 3 N/A 0 MISSION PURE ALPHA FUND LP 75 PARK PLAZA STE 2 BOSTON MA 02116 871900700 INVESTMENT DE AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC INVESTMENT 2489524 80864370 0 0 0.98720 TESTAMENTARY TRUSTS WITH VESTED RESIDUAL OR PERPETUAL INTERESTS (54) FIDUCIARY TN N/A T 1 0 1 1 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 0 TESTAMENTARY TRUSTS WITH VESTED RESIDUAL OR PERPETUAL INTERESTS (54) C 111713974 CASH OR CASH EQUIVALENT SCHEDULE R, PART IV: THE RELATED ENTITIES REPORTED ARE TESTAMENTARY TRUSTS IN WHICH ALSAC HAS A GREATER THAN 50% BENEFICIAL INTEREST. THE EIN AND STATE OF LEGAL DOMICILE VARY BY TRUST.