Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2010 and ending 09-30-2011
BCheck if applicable:
CName of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
350 N HUMPHREYS BLVD
 
Room/suite
City or town, state or country, and ZIP + 4
MEMPHIS, TN381202177
D Employer identification number

58-1544781
E Telephone number

G Gross receipts $ 103,246,875
F Name and address of principal officer:
JAMES S FOUNTAIN
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
BMHCC.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1983
M State of legal domicile: TN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATION'S PRIMARY MISSION IS TO SOLICIT & RECEIVE CONTRIBUTIONS (SEE SCHEDULE O,pg 65)GIFTS, GRANTS, DEVISES, OR BEQUESTS OF REAL AND/OR PERSONAL PROPERTY FROM INDIVIDUALS, FOUNDATIONS, PARTNERSHIPS, ASSOCIATIONS, GOVERNMENTAL BODIES, PUBLIC AND/OR PRIVATE CORPORATIONS AND TO MAINTAIN, USE, AND APPLY, DIRECTLY OR INDIRECTLY, THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 15
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 16
6 Total number of volunteers (estimate if necessary) .... 6 60
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 7,738,519 11,622,783
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,948,015 17,073,064
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -198,211 -446,980
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 17,488,323 28,248,867
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,840,902 12,777,244
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,286,178 1,406,662
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet517,329    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,117,146 1,096,484
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 11,244,226 15,280,390
19 Revenue less expenses. Subtract line 18 from line 12...... 6,244,097 12,968,477
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 268,730,167 273,795,298
21 Total liabilities (Part X, line 26)............ 9,642,317 14,343,187
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 259,087,850 259,452,111
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: BAPTIST MEMORIAL HEALTH CARE FOUNDATION, THE FUNDRAISING ARM OF BAPTIST MEMORIAL HEALTH CARE CORPORATION, RAISES MONEY TO BENEFIT VARIOUS BAPTIST MEMORIAL HEALTH CARE CORPORATION PROGRAMS AND SERVICES....(SEE SCHEDULE O, page 65 FOR CONTINUATION) FUNDS RAISED BY BAPTIST MEMORIAL HEALTH CARE FOUNDATION HELP ACCOMPLISH BAPTIST MEMORIAL HEALTH CARE CORPORATION'S CHARITABLE CARE OBJECTIVES AND PROVIDE RESOURCES FOR ENHANCED PATIENT CARE, EDUCATION, AND GROUNDBREAKING CLINICAL RESEARCH. THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION SOLICITS, RECEIVES, AND MANAGES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 13,798,393 including grants of $ 12,542,654 ) (Revenue $ 17,005,071 )
BAPTIST MEMORIAL HEALTH CARE FOUNDATION, ESTABLISHED IN 1983, IS THE FUNDRAISING ARM OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM, WHICH RAISES MONEY TO BENEFIT VARIOUS BAPTIST MEMORIAL HEALTH CARE CORPORATION PROGRAMS AND SERVICES. FUNDS RAISED BY BAPTIST MEMORIAL HEALTH CARE FOUNDATION HELP ACCOMPLISH BAPTIST MEMORIAL HEALTH CARE CORPORATION'S CHARITABLE CARE OBJECTIVES AND PROVIDE RESOURCES FOR ENHANCED PATIENT CARE, EDUCATION, AND GROUNDBREAKING CLINICAL RESEARCH. THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION SOLICITS, RECEIVES, AND MANAGES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS. (SEE SCHEDULE O, PAGE 65 FOR CONTINUATION)FUNDS RAISED BY BAPTIST MEMORIAL HEALTH CARE FOUNDATION PLAY A KEY ROLE IN FULFILLING THE MISSION OF HEALING, PREACHING, AND TEACHING FOR THE AFFILIATES OF BAPTIST MEMORIAL HEALTH CARE CORPORATION. BAPTIST MEMORIAL HEALTH CARE FOUNDATION ADMINISTERS CONTRIBUTED DOLLARS THROUGH NUMEROUS DONOR RESTRICTED FUNDS WHICH SUPPORT THE CONTINUUM OF CARE OFFERED BY BAPTIST MEMORIAL HEALTH CARE CORPORATION FACILITIES INCLUDING ONCOLOGY, CARDIOVASCULAR, PEDIATRIC, AND REHABILITATIVE SERVICES, JUST TO NAME A FEW. BAPTIST MEMORIAL HEALTH CARE FOUNDATION ALSO ALLOCATES A PORTION OF UNRESTRICTED CONTRIBUTED DOLLARS AND PORTFOLIO EARNINGS FOR THE BENEFIT OF ITS VARIOUS GRANT PROGRAMS.BOARD OF DIRECTORS GRANT PROGRAM BAPTIST MEMORIAL HEALTH CARE FOUNDATION BOARD OF DIRECTORS GRANT PROGRAM HAS MADE AVAILABLE THE NECESSARY FUNDS TO EXPAND EXISTING SERVICES AND PROGRAMS WITHIN THE SYSTEM CREATING A NUMBER OF NEW AND EXCITING INITIATIVES. THE FUNDS MADE AVAILABLE FOR THE BOARD OF DIRECTORS GRANT PROGRAM COME THROUGH UNRESTRICTED CONTRIBUTIONS, AS WELL AS, CAREFUL INVESTMENT OF THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION ENDOWMENT. THE FOLLOWING PROGRAMS RECEIVED NEW FUNDING DURING THE 2011 FISCAL YEAR. BAPTIST MEMORIAL HOSPITAL-DESOTO: CLINICAL NURSE RESIDENCY PROGRAMBAPTIST MEMORIAL HEALTH CARE: AUTO PULSE/CARDIAC MONITORSBAPTIST MEMORIAL HOME CARE: KEMMONS WILSON FAMILY CENTER FOR GOOD GRIEFBAPTIST MEMORIAL HOME CARE: TRINITY HOSPICE HOUSE CAPITAL CAMPAIGN BAPTIST MEMORIAL HOSPITAL-DESOTO: CLINICAL NURSE RESIDENCY PROGRAMTHE GOAL OF THIS PROJECT IS TO IMPLEMENT THE UNIVERSITY HEALTH SYSTEMS/AMERICAN ASSOCIATION OF COLLEGE OF NURSING (UHC/AACN) CLINICAL NURSE RESIDENCY PROGRAM AT BAPTIST MEMORIAL HOSPITAL-DESOTO. THIS PROGRAM HAS BEEN DESIGNED TO STRENGTHEN THE TRANSITION OF NEWLY GRADUATED NURSES INTO PRACTICE THROUGH A STRUCTURED 12-MONTH EVIDENCE-BASED PROGRAM AND HAS BEEN PROVEN TO REDUCE NURSE TURNOVER IN THE FIRST YEAR. NEW GRADUATE NURSE TURNOVER RATE AT BAPTIST MEMORIAL HOSPITAL-DESOTO IS CURRENTLY 52%. OF SIGNIFICANT CONCERN IS THE LENGTH OF TIME IT TAKES A GRADUATE TO BECOME PROFICIENT IN THE PRACTICE OF NURSING. CLINICAL NURSE RESIDENCY PROGRAMS HAVE BEEN DEVELOPED TO STRENGTHEN THE TRANSITION FROM THE STUDENT ROLE TO PRACTICE. THE UHC/AACN PROGRAM IS A PROVEN SOLUTION TO ATTRACT, TRAIN AND RETAIN QUALITY NURSES.BAPTIST MEMORIAL HEALTH CARE: AUTOPULSE/CARDIAC MONITORSONE OF THE HIGHEST DETERMINING FACTORS OF A SUCCESSFUL RESUSCITATION OF INDIVIDUALS EXPERIENCING SUDDEN CARDIAC ARREST IS THE CARDIO PULMONARY RESUSCITATION (CPR) ADMINISTERED. PATIENTS WHO ARE ADMINISTERED MANUAL CPR HAVE A LESS FAVORABLE SURVIVAL RATE (5%) THAN THOSE WHO HAVE ACCESS TO AUTOPULSE AND ACCESS TO CARDIAC MONITORS. THE AUTOPULSE EQUIPMENT ALLEVIATES GUESS WORK FROM THE CPR PROCESS BY ADAPTING TO A PATIENT'S WEIGHT AND ADMINISTERING THE ACCURATE PULSE PRESSURE TO AFFECT THE RECOVERY OF THE HEART BEAT RATE. THE CARDIAC MONITORS MAKE IT POSSIBLE FOR THE ATTENDING PARAMEDIC TO CONNECT AN EKG TO THE PATIENT THAT CAN BE READ AND DIAGNOSED BY THE EMERGENCY DEPARTMENT PHYSICIAN, INTERVENTIONIST AND/OR CARDIOLOGIST IN THE EMERGENCY ROOM TO WHICH THE PATIENT IS BEING TRANSPORTED. THE COMBINED EQUIPMENT IMPROVES THE LEVEL OF CARE. AUTOPULSE HAS BEEN CLINICALLY PROVEN TO INCREASE THE DELIVERY OF NOMINAL BLOOD FLOW LEVELS. BAPTIST MEMORIAL HOME CARE: KEMMONS WILSON FAMILY CENTER FOR GOOD GRIEFTHE KEMMONS WILSON FAMILY CENTER FOR GOOD GRIEF PROVIDES A CONTINUUM OF CARE TO BAPTIST MEMORIAL HOME CARE HOSPICE FAMILIES AS WELL AS TO MEMBERS OF THE COMMUNITY. THE PURPOSE OF THIS COMPREHENSIVE BEREAVEMENT CENTER IS TO PROVIDE A SAFE ENVIRONMENT FOR CHILDREN, TEENS, AND ADULTS TO EXPLORE THEIR FEELINGS RELATED TO THE DEATH OF A LOVED ONE. ALL SERVICES BY THE BEREAVEMENT CENTER ARE OFFERED FREE OF CHARGE. FUNDRAISING AND GRANTS ARE THE ONLY SOURCES OF REVENUE FOR A COMPREHENSIVE BEREAVEMENT CENTER.BAPTIST MEMORIAL HOME CARE: HOSPICE HOUSE CAPITAL CAMPAIGN THESE ARE DONATIONS TO THE BAPTIST MEMORIAL HOME CARE HOSPICE HOUSE CAPITAL CAMPAIGN TO BUILD THE BAPTIST MEMORIAL HOME CARE RESIDENTIAL HOSPICE HOUSE.THE TOTAL AMOUNT AWARDED THROUGH THE BOARD OF DIRECTOR'S GRANT PROGRAM WAS $4,097,557 FOR THE 2011 FISCAL YEAR.OFFICER GRANTSTHE BAPTIST MEMORIAL HEALTH CARE FOUNDATION'S OFFICER GRANT PROGRAM ALLOWS OFFICERS AND BOARD MEMBERS OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION TO FACILITATE SMALLER GRANT REQUESTS ($100,000 AND LESS) WITH A HEALTH RELATED FOCUS. SOME OF THE INITIATIVES AND ORGANIZATIONS ASSISTED THROUGH THESE GRANT PROGRAMS INCLUDE:BAPTIST MEMORIAL HOSPITAL-MEMPHIS: ALZHEIMER'S FEASIBILITY STUDY BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE: PLAYGROUND PROJECTBAPTIST MEMORIAL HOSPITAL-UNION CITY: PATIENT ROOM EQUIPMENTBAPTIST MEMORIAL HOSPITAL-MEMPHIS: RETREAT AND REFRESH STROKE CAMPBAPTIST MEMORIAL HOSPITAL-HUNTINGDON: WELLNESS PROGRAMBAPTIST MEMORIAL HOSPITAL-MEMPHIS: ROOFTOP CENTER CORE HEALING GARDENBAPTIST MEMORIAL HEALTH CARE CORPORATION AND AFFILIATES: PEDIATRIC CHAMPIONS CONFERENCE BAPTIST MEMORIAL HOSPITAL-UNION COUNTY: MANIKIN REQUEST BAPTIST MEMORIAL HOSPITAL FOR WOMEN: COMPREHENSIVE RISK ASSESSMENT PROGRAM EXPANSIONBAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE: CANCER CARE NAVIGATORBAPTIST MEMORIAL HOSPITAL-MEMPHIS: HEALTHGRADES STRATEGIC QUALITY PARTNERSHIP AGREEMENTBAPTIST MEMORIAL HOSPITAL-MEMPHIS: CARE VIDEO SURVEILLANCE SIGNSBAPTIST MEMORIAL HEALTH CARE SYSTEM HOSPITALS: TELEMEDICINEBAPTIST MEMORIAL HOSPITAL-MEMPHIS: ALZHEIMER'S FEASIBILITY STUDY THE GRANT'S PURPOSE IS TO ENGAGE THE UNIVERSITY OF MEMPHIS PUBLIC HEALTH DEPARTMENT TO CONDUCT A FEASIBILITY STUDY TO DETERMINE THE NEED FOR DEMENTIA/ALZHEIMER'S DISEASE SERVICES IN THE MEMPHIS REGION.BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE: PLAYGROUND PROJECTBAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE RE-ENGINEERED AN EXISTING PLAYGROUND ON THEIR CAMPUS TO MAKE IT ACCESSIBLE AS AN ALL-ABILITIES PLAYGROUND FOR CHILDREN. BAPTIST MEMORIAL HOSPITAL-UNION CITY: PATIENT ROOM EQUIPMENTTHE BAPTIST MEMORIAL HOSPITAL AUXILIARY RAISED FUNDS TO ENHANCE THE APPEARANCE AND COMFORT OF PATIENT ROOMS. THE HOSPITAL MATCHED THE FUNDS RAISED BY THE AUXILIARY.BAPTIST MEMORIAL HOSPITAL-MEMPHIS: RETREAT AND REFRESH STROKE CAMP BAPTIST MEMORIAL HOSPITAL-MEMPHIS PARTNERED WITH THE CHRISTOPHER AND DANA REEVE FOUNDATION TO SPONSOR A RETREAT AND REFRESH STROKE CAMP FOR FORMER PATIENTS AND THEIR CAREGIVERS.BAPTIST MEMORIAL HOSPITAL-HUNTINGDON: WELLNESS PROGRAMTHIS GRANT MATCHED A $10,000 GRANT DONATION FROM THE AMISH CHURCH AND A $4,OOO DONATION FROM A SENIOR CITIZENS GROUP TO DEVELOP A FALLS PREVENTION PROGRAM.BAPTIST MEMORIAL HOSPITAL-MEMPHIS: ROOFTOP CENTER CORE HEALING GARDENTHIS GRANT WAS USED TO CONDUCT A FEASIBILITY STUDY FOR THE VISIBLE ROOF TOP AT BAPTIST MEMORIAL HOSPITAL-MEMPHIS FOR A GARDEN TO BE USED BY PATIENT'S AND THEIR FAMILIES.BAPTIST MEMORIAL HEALTH CARE CORPORATION AND AFFILIATES: PEDIATRIC CHAMPIONS CONFERENCEBAPTIST MEMORIAL HEALTH CARE CORPORATION PARTNERED WITH UNION UNIVERSITY TO HOST THE PEDIATRIC CHAMPIONS CONFERENCE. THE PURPOSE OF THE CONFERENCE WAS TO UNDERSTAND THE ASSESSMENT OF A PEDIATRIC PATIENT, EXAMINE THE ANATOMICAL STRUCTURES OF A HUMAN CADAVER, AND ENGAGE IN THE DELIVERY OF DIRECT-PATIENT CARE OF PEDIATRIC PATIENTS.BAPTIST MEMORIAL HOSPITAL-UNION COUNTY: MANIKIN REQUESTBAPTIST MEMORIAL HOSPITAL-UNION COUNTY PURCHASED A DEDICATED SIMULATION MANIKIN FOR THE IMMEDIATE TRAINING AND PRACTICE FOR CLINICAL STAFF, AND FOR MONTHLY SCHEDULED TRAINING WITHOUT INTERRUPTION OR DELAY.BAPTIST MEMORIAL HOSPITAL FOR WOMEN: COMPREHENSIVE RISK ASSESSMENT PROGRAM EXPANSIONTO MEET A CERTIFICATION REQUIREMENT, BAPTIST MEMORIAL HOSPITAL FOR WOMEN WAS AWARDED THIS GRANT TO EXPAND REQUISITE SERVICES.BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE: CANCER CARE NAVIGATORTHIS GRANT PROVIDES AN EDUCATION AND SUPPORT LIASON FOR CANCER PATIENTS SERVED BY THE BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE AREA. BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE SERVICES THE SECOND HIGHEST NUMBER OF PATIENTS WITHIN THE BAPTIST HOSPITAL SYSTEM.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 13,798,393
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
16
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
Yes
 
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
Yes
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
16
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
TN , AR
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
BRENDA SWEARENGEN
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
(901) 227-5304
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) JOSEPH H POWELL
DIRECTOR
 .20 X           0 15,750 0
(2) STEPHEN C REYNOLDS
DIRECTOR/PRESIDENT
 4.00 X   X       0 3,203,534 69,866
(3) JOHNNIE D AMONETTE
DIRECTOR
 .20 X           0 0 0
(4) MARCIE BRYAN
DIRECTOR
 .20 X           0 0 0
(5) VIRGINIA S RAINER
DIRECTOR
 .20 X           0 0 0
(6) MAURY BRONSTEIN
DIRECTOR
 .20 X           0 0 0
(7) KEMMONS WILSON JR
DIRECTOR
 .20 X           0 0 0
(8) PAM ARRINDELL
DIRECTOR
 .20 X           0 0 0
(9) ROBERT F FOGLEMAN
DIRECTOR
 .20 X           0 0 0
(10) HENRY W MORGAN SR
DIRECTOR
 .20 X           0 0 0
(11) BROOKE SPARKS
DIRECTOR
 .20 X           0 0 0
(12) RODNEY T WOLF MD
DIRECTOR
 .20 X           0 0 0
(13) JOSEPH WELLER
DIRECTOR
 .20 X           0 0 0
(14) ORAL EDWARDS
DIRECTOR
 .20 X           0 0 0
(15) KATHLEEN BLAIR
DIRECTOR
 .20 X           0 0 0
(16) MILTON MAGEE
DIRECTOR
 .20 X           0 0 0
(17) DOUGLAS EDWARDS
DIRECTOR
 .20 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) GREGORY M DUCKETT
SECRETARY
 .20     X       0 645,685 65,419
(19) JAMES S FOUNTAIN
SVP/CHIEF DEVELOPMENT OFFI
 20.00     X       583,600 0 74,766
(20) JENNIFER S NEVELS
DIR OF DEVELOPMENT
 40.00         X   127,561 0 31,084




















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 711,161 3,864,969 241,135
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CRAWFORD INVESTMENT COUNSEL
600 GALLERIA PKWY NW
ATLANTA,GA30339 		INVESTMENT PORTFOLIO MANAGER 590,475
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet1
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 11,392
b Membership dues....1b  
c Fundraising events....1c 665,833
d Related organizations...1d 584,477
e Government grants (contributions)1e 396,779
f All other contributions, gifts, grants, and
similar amounts not included above1f 		9,964,302
g Noncash contributions included in lines 1a-1f:$ 157,183
h Total. Add lines 1a-1f.......MediumBullet 11,622,783
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 8,953,109 8,953,109    
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 82,673,647  
b Less: cost or other basis and sales expenses 74,553,692  
c Gain or (loss) 8,119,955  
d Net gain or (loss)..........MediumBullet 8,119,955 8,119,955    
8a Gross income from fundraising events (not including
$ 665,833
of contributions reported on line 1c). See Part IV, line 18 ...
a 65,329
b Less: direct expenses ...b 444,316
c Net income or (loss) from fundraising events..MediumBullet -378,987   -378,987
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a LOSS ON INVESTMENT 900,090 -67,993 -67,993    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet -67,993
12 Total revenue. See Instructions....MediumBullet 28,248,867 17,005,071 0 -378,987
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 12,542,654 12,542,654
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 234,590 234,590
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 674,044 375,744 67,404 230,896
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 509,891 281,607 50,989 177,295
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 87,959 51,737 8,796 27,426
9 Other employee benefits ....... 77,578 45,631 7,758 24,189
10 Payroll taxes ........... 57,190 33,639 5,719 17,832
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 644,270   644,270  
g Other .......... 148,326 127,329 20,997  
12 Advertising and promotion ....        
13 Office expenses ....... 29,160 21,871 7,289  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 11,168   11,168  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 14,129 14,129    
20 Interest ........... 139,832   139,832  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 346   346  
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DUES & SUBSCRIPTIONS 69,462 69,462    
b PUBLIC RELATIONS 39,691     39,691
c TAX & LICENSES 100   100  
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 15,280,390 13,798,393 964,668 517,329
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 850 1 849
2 Savings and temporary cash investments ....... 11,090,162 2 14,732,435
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 28,100 9 61,100
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 71,837
b Less: accumulated depreciation. ..... 10b 71,058 1,125 10c 779
11 Investments—publicly traded securities .......... 239,600,924 11 240,658,082
12 Investments—other securities. See Part IV, line 11 ...... 821,598 12 821,598
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 17,187,408 15 17,520,455
16 Total assets. Add lines 1 through 15 (must equal line 34)... 268,730,167 16 273,795,298
Liabilities 17 Accounts payable and accrued expenses . 331,933 17 2,037,526
18 Grants payable .......... 5,652,150 18 8,699,352
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 3,658,234 25 3,606,309
26 Total liabilities. Add lines 17 through 25..... 9,642,317 26 14,343,187
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 230,712,146 27 223,619,049
28 Temporarily restricted net assets ..... 14,835,686 28 15,718,370
29 Permanently restricted net assets ..... 13,540,018 29 20,114,692
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 259,087,850 33 259,452,111
34 Total liabilities and net assets/fund balances ..... 268,730,167 34 273,795,298
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
28,248,867
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
15,280,390
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
12,968,477
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
259,087,850
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-12,604,216
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
259,452,111
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) BAPTIST MEMORIAL HOSPITAL INC
  		620123940 3 Yes   Yes   Yes   1,093,561
(2) BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC
  		640663760 3 Yes   Yes   Yes   15,697
(3) BAPTIST MEMORIAL HOSPITAL-DESOTO INC
  		640682111 3 Yes   Yes   Yes   494,627
(4) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC
  		621519754 3 Yes   Yes   Yes   250,245
(5) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC
  		621166050 3 Yes   Yes   Yes   283,485
(6) BAPTIST MEMORIAL HOSPITAL-LAUDERDALE INC
  		621088703 3 Yes   Yes   Yes   0
(7) BAPTIST MEMORIAL HOSPITAL-TIPTON INC
  		621113167 3 Yes   Yes   Yes   7,730
(8) BAPTIST MEMORIAL HOSPITAL-NORTH MISSISSIPPI INC
  		640772726 3 Yes   Yes   Yes   54,566
(9) BAPTIST MEMORIAL HOSPITAL-UNION CITY INC
  		621138045 3 Yes   Yes   Yes   154,125
(10) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC
  		630997281 3 Yes   Yes   Yes   52,216
(11) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC
  		261214372 3 Yes   Yes   Yes   22,780
(12) BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC
  		581645396 3 Yes   Yes   Yes   71,156
(13) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC
  		621599670 2 Yes   Yes   Yes   775,835
(14) NEA BAPTIST CLINIC
  		710850123 501(c)(3) Yes   Yes   Yes   182,494
(15) BAPTIST MEMORIAL HEALTH CARE CORPORATION & AFFILIATES
  		581521475 501(c)(3)/509(a)(3) Yes   Yes   Yes   2,125,041
(16) BAPTIST MEMORIAL HOME CARE INC
  		581562973 501(c)(3)/509(a)(2) Yes   Yes   Yes   4,118,952
(17) BAPTIST MEMORIAL HEALTH SERVICES INC
  		621509127 501(c)(3) Yes   Yes   Yes   3,559
(18) BAPTIST MINOR MEDICAL CENTERS INC
  		621538114 501(c)(3)/509(a)(1) Yes   Yes   Yes   0
Total                 9,706,069

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
  		Employer identification number

58-1544781
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
  		Employer identification number

58-1544781
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
  		Employer identification number

58-1544781
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
 
j
Total. lines 1c through 1i ...................................
0
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Explanation of Other Lobbying Activities: Part II-B, Line 1i: BAPTIST MEMORIAL HEALTH CARE CORPORATION PAYS CONSULTANTS WHO MONITOR & ADVISE THE ORGANIZATION ON LEGISLATIVE & REGULATORY MATTERS THAT MAY AFFECT THE ORGANIZATION & ITS AFFILIATES. THESE CONSULTANTS MAY ADVOCATE POSITIONS WITH LEGISLATIVE & REGULATORY BODIES OF GOVERNMENT AT LOCAL, STATE & FEDERAL LEVELS.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 13,541,176 11,916,661 11,912,732
b Contributions ........ 6,690,106 756,135 252,553
c Investment earnings or losses ... -116,414 868,380 -248,624
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 20,114,868 13,541,176 11,916,661
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet21.000 %
b
Permanent endowment: SchDMd Bullet79.000 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   71,837 71,058 779
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 779
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) INTEREST AND DIVIDENDS RECEIVABLE 1,457,412
(2) ASSETS WHOSE USE IS LIMITED 16,063,043







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 17,520,455
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DUE TO AFFILIATES 1,851,883
LONG TERM ANNUITIES 1,316,351
CURRENT PORTION OF ANNUITIES 222,738
OTHER L/T LIABILITIES 215,337





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,606,309
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 28,248,867
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 15,280,390
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 12,968,477
4 Net unrealized gains (losses) on investments .......................... 4 -12,661,094
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 56,878
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 -12,604,216
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 364,261
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 28,625,876
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 11,884
e Add lines 2a through 2d ..................... 2e 11,884
3 Subtract line 2e from line 1..................... 3 28,613,992
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b -365,125
c Add lines 4a and 4b....................... 4c -365,125
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 28,248,867
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 15,600,521
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 10,548
e Add lines 2a through 2d...................... 2e 10,548
3 Subtract line 2e from line 1..................... 3 15,589,973
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b -309,583
c Add lines 4a and 4b....................... 4c -309,583
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 15,280,390
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Description of Intended Use of Endowment Funds: Part V, Line 4: BAPTIST MEMORIAL HEALTH CARE FOUNDATION HAS FIVE DIFFERENT TYPES OF ENDOWMENT FUNDS. THESE ARE EDUCATION, CHARITABLE, SCIENTIFIC, RELIGIOUS, AND CAPITAL PURPOSES. EDUCATIONAL ENDOWMENT FUNDS ARE FOR SUCH THINGS AS SCHOLARSHIPS TO BE AWARDED TO DESERVING STUDENTS ATTENDING BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES. OTHER EDUCATIONAL FUNDS ARE FOR OUTREACH PROGRAMS AND FELLOWSHIPS. CHARITABLE ENDOWMENT FUNDS ARE FOR SUCH THINGS AS PATIENT AND EMPLOYEE EMERGENCY ASSISTANCE, PEDIATRIC SERVICES, HOME CARE AND HOSPICE SERVICES, DISASTER RELIEF, AND THE MOBILE MAMMOGRAPHY UNIT. RELIGIOUS ENDOWMENT FUNDS ARE FOR PASTORAL CARE FOR PATIENTS AND EMPLOYEES. SCIENTIFIC AND RESEARCH ENDOWMENT FUNDS ARE FOR VARIOUS RESEARCH PROJECTS SUCH AS CANCER, AND HEART RESEARCH. CAPITAL ENDOWMENTS ARE INTENDED TO ENHANCE, REMODEL, OR BUILD CERTAIN HOSPITAL DEPARTMENTS SUCH AS THE NICU DEPARTMENT AND EMEREGENCY ROOMS THAT WILL ENABLE THE HOSPITALS TO BETTER SERVE OUR PATIENTS. A NEW MEDICAL LIBRARY THAT IS AVAILABLE FOR EMPLOYEES, PATIENTS AND THEIR FAMILIES HAS BEEN FUNDED BY A CAPITAL ENDOWMENT.
Description of Uncertain Tax Positions Under FIN 48: Part X: THE FOUNDATION ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, RELATING TO UNCERTAIN TAX POSITIONS ON OCTOBER 1, 2009. APPLICATION OF ASC 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. THE FOUNDATION EVALUATED THE EFFECT OF ASC 740 FOR UNCERTAIN TAX POSITIONS AND DETERMINED THAT NO ADJUSTMENTS TO ITS FINANCIAL STATEMENTS WERE REQUIRED UPON ADOPTION. AS OF SEPTEMBER 30, 2011 AND 2010, THE FOUNDATION HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER ASC 740 REQUIRING ADJUSTMENTS TO ITS FINANCIAL STATEMENTS. IN THE EVENT THE FOUNDATION WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IT WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS INTEREST EXPENSE FOR INTEREST AND PURCHASED SERVICES AND OTHER FOR PENALTIES. GENERALLY, TAX YEARS 2006 THROUGH 2010 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS.
Part XI, Line 8 - Other Adjustments:   UNRECORDED INVESTMENT INCOME/LOSS 67,993. TAX ADJUSTMENT 1,336. UNRECORDED GIFTS IN-KIND -157,183. SPECIAL EVENTS EXPENSES NOT RECORDED 103,300. OTHER EXPENSES NOT RECORDED 41,432.
Part XII, Line 2d - Other Adjustments:   TAX ADJUSTMENT 11,884.
Part XII, Line 4b - Other Adjustments:   INVESTMENT INCOME (LOSS) -67,992. IN-KIND CONTRIBUTIONS 157,183. SPECIAL EVENTS -454,316.
Part XIII, Line 2d - Other Adjustments:   TAX ADJUSTMENT 10,548.
Part XIII, Line 4b - Other Adjustments:   SPECIAL EVENT EXPENSE OTHER 134,732. SPECIAL EVENT EXPENSE -444,315.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

DUCK CLASSIC
(event type) 		(b) Event #2

CARDIAC CLASSIC
(event type) 		(c) Other Events

5
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 368,204 126,710 199,738 694,652
2 Less: Charitable
contributions . . . 		354,708 86,010 188,605 629,323
3 Gross income (line 1
minus line 2) . . . 		13,496 40,700 11,133 65,329
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . . 9,721 11,471 5,465 26,657
6 Rent/facility costs . . 3,500   4,970 8,470
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 55,888 39,264 74,317 169,469
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 204,596
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -139,267
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number
58-1544781
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) BAPTIST MEMORIAL HOSPITAL-DESOTO INC7601 SOUTHCREST PKY
SOUTHAVEN,MS38671 		64-0682111 501(c)(3) 494,627       COMMUNITY DIABETES PROGRAM, AND OTHER COMMUNITY PROGRAMS
(2) BAPTIST MEMORIAL HOSPITAL INC350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		62-0123940 501(c)(3) 1,093,561       CANCER & HEART RESEARCH AND TESTING; COMMUNITY DIABETES PROGRAM; FUNDS TO PURCHASE NEW NICU EQUIPMENT;WOUND/OSTOMY NURSE CERTIFICATION; FUNDS FOR OTHER MEDICAL EQUIPMENT
(3) BELLEVUE BAPTIST CHURCH2000 APPLING RD
CORDOVA,TN38016 		62-1818929 501(c)(3) 10,000       GENERAL DONATION
(4) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC2520 FIFTH ST N
COLUMBUS,MS39703 		62-1519754 501(c)(3) 250,245       CANCER RESEARCH & TESTING; HOSPICE; COMMUNITY DIABETES PROGRAM
(5) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC631 RB WILSON DR
HUNTINGDON,TN38344 		62-1166050 501(c)(3) 283,485       COMMUNITY DIABETES PROGRAM
(6) MARCH OF DIMES1275 MAMARONECK AVE
WHITE PLAINS,NY10605 		13-1846366 501(c)(3) 10,000       GENERAL DONATION
(7) BAPTIST COLLEGE OF HLTH SCIENCES1003 MONROE AVE
MEMPHIS,TN38104 		62-1599670 501(c)(3) 775,835       SCHOLARSHIPS
(8) BAPTIST MEMORIAL HOME CARE INC350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		58-1645396 501(c)(3) 4,118,952       HOSPICE HOUSE; CAMP GOOD GRIEF & EMPLOYEE ASSISTANCE
(9) BAPTIST MEMORIAL HEALTH CARE CORP350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		58-1521475 501(c)(3) 2,215,041       VARIOUS COMMUNITY PROGRAMS; ADMINISTRATIVE FELLOWSHIP; COMMUNITY DIABETES PROGRAM; NURSING LEADERSHIP
(10) UNIVERSITY OF MEMPHIS635 NORMAL ST
MEMPHIS,TN38152 		62-6048540 501(c)(3) 147,056       SCHOLARSHIPS
(11) MEMPHIS VASCULAR RESEARCH FOUNDATION6305 HUMPHREYS BLVD 205
MEMPHIS,TN38120 		62-1454093 501(c)(3) 207,000       SUPPORT OF THREE ENDOVASCULAR FELLOWS
(12) UNIVERSITY OF PHOENIX4025 S RIVERPOINT PKWY
PHOENIX,AZ85040 		  38,155       TUITION PAYMENTS FOR NURSING STUDENTS
(13) HARWOOD CENTER INC711 JEFFERSON AVE
MEMPHIS,TN38105 		62-1104419 501(c)(3) 1,000,000       DONATION TO EXPAND AND ENHANCE THEIR PROGRAMS
(14) BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC100 HOSPITAL ST
BOONEVILLE,MS38829 		64-0663760 501(c)(3) 15,697       COMMUNITY DIABETES PROGRAM
(15) BAPTIST MEMORIAL HOSPITAL-N MISSISSIPPI INC2301 S LAMAR
OXFORD,MS38655 		64-0772726 501(c)(3) 54,566       CANCER RESEARCH & TESTING; COMMUNITY DIABETES PROGRAM;INFANT PATIENT SECURITY SYSTEM; BREAST HEALTH NAVIGATOR
(16) BAPTIST MEMORIAL HOSPITAL-TIPTON INC1995 HWY 51 SOUTH
COVINGTON,TN38019 		62-1113167 501(c)(3) 7,730       BREAST CANCER DONATION;COMMUNITY DIABETES PROGRAM;MEDSURG SLEEPER SOFAS
(17) BAPTIST MEMORIAL HOSPITAL-UNION CITY INC1201 BISHOP ST
UNION CITY,TN38261 		62-1138045 501(c)(3) 154,125       EMPLOYEE ASSISTANCE; BLANKET WARMER;COMMUNITY DIABETES PROGRAM; AEDS
(18) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC200 HWY 30 WEST
NEW ALBANY,MS38652 		63-0997281 501(c)(3) 52,216       VARIOUS PROGRAMS; EMP. ASSISTANCE; COMMUNITY DIABETES PROGRAM;INFANT CAR SEATS;BIBLES;CANCER PROGRAM;EMERGENCY ROOM CANOPY RENOVATION
(19) BAPTIST MEMORIAL REGIONAL REHAB SERVICES INC350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		58-1645396 501(c)(3) 71,156       COMMUNITY DIABETES PROGRAM; EQUIPMENT PURCHASE;PEDIATRICS PROGRAM
(20) UNIVERSITY OF MISSISSIPPIPO BOX 249
UNIVERSITY,MS38677 		23-7310293 501(c)(3) 6,907       SCHOLARSHIPS
(21) UNION UNIVERSITY1050 UNION UNIVERSITY DR
JACKSON,TN38305 		62-0516509 501(c)(3) 30,370       SCHOLARSHIPS; PREDIATRIC CHAMPIONS CONFERENCE
(22) LOYOLA UNIVERSITY6363 ST CHARLES AVE
NEW ORLEANS,LA70118 		72-0408946 501(c)(3) 17,690       SCHOLARSHIPS
(23) SEMMES-MURPHY CLINICPO BOX 1000 DEPT 575
MEMPHIS,TN38148 		62-0642575   45,024       DONATION
(24) VHA CNO NETWORK5801 TENNYSON PKWY
PLANO,TX75024 		75-2638469 501(c)(3) 12,705       SPONSOR
(25) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC3024 STADIUM BLVD
JONESBORO,AR72401 		26-1214372 501(c)(3) 22,780       CHAPLAINS FUND DONATION; FRIENDS OF NURSING; BIKE CLASSIC
(26) NEA BAPTIST CLINIC3024 STADIUM BLVD
JONESBORO,AR72401 		71-0850123 501(c)(3) 182,494       VARIOUS COMMUNITY PROJECTS
(27) BREAST CANCER ERADICATION INITIATIVEPO BOX 382886
GERMANTOWN,TN381832886 		62-1609633 501(c)(3) 6,000       SPONSORSHIP DONATION
(28) AMERICAN RED CROSS2025 E STREET NW
WASHINGTON,DC200065009 		53-0196605 501(c)(3) 8,039       GENERAL DONATION
(29) CITY OF JONESBORO410 WASHINGTON AVE
JONESBORO,AR72401 		  15,422       D.A.R.E. PROGRAM
(30) SHELBY FARMS CONSERVANCY500 N PINE LAKE DR
MEMPHIS,TN38134 		26-0350397 501(c)(3) 1,000,000       DONATION TO EXPAND PROGRAMS AND DEVELOP A PARK FOR CHILDREN
(31) MISSISSIPPI NURSES ASSN31 WOODGREEN PLACE
MADISON,MS39110 		64-0321143 501(c)(6) 10,000       SPONSOR
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
29
3
Enter total number of other organizations ................................ . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) ASSISTANCE WAS PROVIDED FOR PATIENTS FOR SUCH THINGS AS CAB FARE, MEDICATION, UTILITY BILLS, ETC. THE FUNDS WERE NOT PAID DIRECTLY TO THE INDIVIDUALS, BUT FOR THE PATIENTS. 493 104,735      
(2) ASSISTANCE WAS PROVIDED FOR EMPLOYEES THROUGH THE EMPLOYEE ASSISTANCE FUND. EMPLOYEES CONTRIBUTE TO THE FUND ON BEHALF OF EMPLOYEES WHO MAY HAVE SUFFERED A DISASTER OR SOME OTHER FINANCIAL PROBLEM. PAYMENTS ARE MADE ON BEHALF OF THE EMPLOYEES FOR SUCH THINGS AS UTILITY BILLS, RENT, FUNERAL EXPENSES, ETC. 160 129,855      











Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE OFFICER GRANTS, MARKET LEADER GRANTS AND BOARD OF DIRECTOR GRANTS REQUIRE A WRITTEN GRANT UPDATE AND ARE REQUIRED TO BE COMPLETED EACH QUARTER BY EACH GRANTEE. THE GRANT UPDATE AND SUMMARIES REPORT ARE REVIEWED BY THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION BOARD OF DIRECTORS GRANT ADMINISTRATION COMMITTEE. THE GRANT SUMMARIES REPORT IS DISTRIBUTED TO EACH BOARD MEMBER AND REDISTRIBUTED DURING THE BOARD MEETING, THUS BECOMING A PERMANENT RECORD WITHIN THE BOARD FILES. THERE IS AN ELECTRONIC FILE FOR EACH QUARTERLY UPDATE ALONG WITH THE GRANT SUMMARIES REPORT.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) STEPHEN C REYNOLDS (i)
(ii)		 0
1,017,704 		0
752,307 		0
1,433,523 		0
46,500 		0
23,366 		0
3,273,400 		0
0
(2) GREGORY M DUCKETT (i)
(ii)		 0
341,408 		0
238,951 		0
65,326 		0
36,750 		0
28,669 		0
711,104 		0
0
(3) JAMES S FOUNTAIN (i)
(ii)		 321,067
0 		232,133
0 		30,400
0 		49,500
0 		25,266
0 		658,366
0 		0
0
(4) JENNIFER S NEVELS (i)
(ii)		 111,699
0 		14,524
0 		1,338
0 		18,028
0 		13,056
0 		158,645
0 		0
0












Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  Part I, Line 1a THE OFFICERS RECEIVE A PERQUISITE ALLOWANCE WHICH IS INCLUDED IN THEIR SALARIES.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 1 12,500 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles .. X 2 30,000 FMV
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ADVERTISING ) X 4 44,775 FMV
26 Other Right pointing arrow large image ( SUPPLIES ) X 4 22,638 FMV
27 Other Right pointing arrow large image ( EQUIPMENT ) X 4 15,851 FMV
28 Other Right pointing arrow large image ( OTHER ) X 4 31,419 FMV
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Identifier Return Reference Explanation
Program Service Statement Form 990, Part III, Line 4a BAPTIST MEMORIAL HOSPITAL-MEMPHIS: HEALTHGRADES STRATEGIC QUALITY PARTNERSHIP AGREEMENT THE STRATEGIC QUALITY PARTNERSHIP AGREEMENT WITH HEALTHGRADES PROVIDES LICENSING FOR BAPTIST MEMORIAL HOSPITAL-MEMPHIS. BAPTIST MEMORIAL HOSPITAL-MEMPHIS: CARE VIDEO SURVEILLANCE SIGNS THIS GRANT PROVIDES SAFETY SURVEILLANCE EQUIPMENT FOR BAPTIST MEMORIAL HOSPITAL-MEMPHIS PARKING AREAS. BAPTIST MEMORIAL HEALTH CARE SYSTEM HOSPITALS: TELEMEDICINE THE GRANT FOR TELEMEDICINE IS A METHOD TO SUPPORT PHYSICIANS AND OTHER CLINICIANS IN TELECONFERENCING WITH PATIENTS REGARDING THE MANGEMENT OF THEIR PERSONAL HEALTH CARE. THE TOTAL AMOUNT AWARDED THROUGH THE OFFICER GRANT PROGRAM WAS $2,367,960 FOR THE 2011 FISCAL YEAR. MARKET LEADER GRANTS THE MARKET LEADER CAPITAL GRANT WAS CREATED FOR THE MEMPHIS METRO AND REGIONAL MARKET SERVICE AREAS OF BAPTIST MEMORIAL HEALTH CARE CORPORATION. THE PURPOSE OF THESE GRANTS IS TO COVER GRANT REQUESTS FOR ITEMS THAT WILL DIRECTLY IMPACT PATIENT CARE IMPROVEMENT. A MAXIMUM OF $600,000 FROM BAPTIST MEMORIAL HEALTH CARE FOUNDATION'S GRANT BUDGET WAS SET ASIDE THIS FISCAL YEAR FOR UNPLANNED INITIATIVES IN THE METRO AND REGIONAL MARKETS THAT MAY SURFACE DURING THE FISCAL YEAR. THE SELECTION PROCESS IS CONDUCTED BY THE RESPECTIVE METRO AND REGIONAL MARKET LEADERS. THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION BOARD OF DIRECTORS ESTABLISHED THIS GRANT AND PROVIDED THAT AWARDS ARE MADE AT THE SOLE DISCRETION OF THE MARKET LEADERS. EACH GRANT REQUESTER, WHICH IS USUALLY A HOSPITAL ADMINISTRATOR, MUST SUBMIT A COMPLETED CAPITAL EQUIPMENT REQUEST FORM. DURING FISCAL YEAR ENDING 9/30/2011, GRANTS WERE AWARDED TO SEVERAL BAPTIST MEMORIAL HEALTH CARE CORPORATION HOSPITALS FOR NEW EQUIPMENT AND UPGRADES THAT WILL GREATLY ENHANCE AND IMPROVE PATIENT CARE AND DIAGNOSIS. THE FOLLOWING GRANTS WERE AWARDED DURING THE 2011 FISCAL YEAR. BAPTIST MEMORIAL HOSPITAL-UNION CITY: HEALTH QUEST EQUIPMENT UPGRADE AND AUTO PULSE/CARDIAC MONITORS (IN CONJUNCTION WITH BOARD GRANT) BAPTIST MEMORIAL HOSPITAL-MEMPHIS: HEART INSTITUTE EQUIPMENT AND TELEMEDICINE OTHER SUPPORT IN 2002, THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION BOARD APPROVED THE RESTRICTION OF A PORTION OF THE FOUNDATION'S PORTFOLIO OF ASSETS TO PROVIDE AN ENDOWMENT FOR THE BENEFIT OF THE BAPTIST COLLEGE OF HEALTH SCIENCES. THE INCOME FROM THESE RESTRICTED FUNDS IS TO FUND A TUITION ASSISTANCE PROGRAM FOR THE STUDENTS OF THE COLLEGE. DURING 2011, APPROXIMATELY $440,000 WAS SPENT FROM ENDOWMENT EARNINGS TO SUPPORT THE TUITION ASSISTANCE PROGRAM. AT THE END OF 2011, IN EXCESS OF $16 MILLION WAS RESTRICTED IN THE ENDOWMENT FOR THE BENEFIT OF THE COLLEGE AND ITS STUDENTS. DURING 2010, THE FOUNDATION COMMITTED $1 MILLION FOR NURSING EDUCATIONAL TUITION AWARDS TO NURSING AND ALLIED HEALTH STUDENTS WHO AGREE TO FULFILL A WORK REQUIREMENT AT A BAPTIST FACILITY UPON GRADUATION. THE FOUNDATION EXPENSED APPROXIMATELY $622,000 FOR THESE NURSING EDUCATIONAL AWARDS BASED ON STUDENTS THAT HAD QUALIFIED FOR THE PROGRAM. DONOR RESTRICTED FUNDS BAPTIST MEMORIAL HEALTH CARE FOUNDATION ADMINISTERS A NUMBER OF DONOR-RESTRICTED FUNDS WHICH PROVIDE BENEFITS TO PATIENTS OF THE AFFILIATE HOSPITALS, AS WELL AS, THE COMMUNITY AT LARGE. BAPTIST MEMORIAL HEALTH CARE FOUNDATION PROVIDES SUPPORT FOR BOTH THE CHARITY NEED OF PATIENTS AND EMPLOYEES THROUGH CHARITABLE CARE AND EMPLOYEE EMERGENCY ASSISTANCE FUNDS. BAPTIST MEMORIAL HEALTH CARE FOUNDATION ROUTINELY MAKES PURCHASES TO BENEFIT CHARITY CARE PATIENTS AND THEIR FAMILY MEMBERS WHEN THERE ARE HARDSHIP CIRCUMSTANCES. EXAMPLES OF SUCH PURCHASES INCLUDE BUS TICKETS FOR TRAVEL FROM THE HOSPITAL, MINOR EQUIPMENT AND PRESCRIPTION DRUGS NEEDED UPON DISCHARGE. THESE EXPENDITURES WERE PAID DIRECTLY TO THE SERVICE PROVIDER OR TO A VENDOR. BAPTIST MEMORIAL HEALTH CARE FOUNDATION ALSO MADE DISBURSEMENTS ON BEHALF OF EMPLOYEES WHO SUFFERED CATASTROPHIC OR UNFORESEEN LOSSES DURING THE YEAR. A COMMITTEE MADE UP OF PASTORAL CARE, BAPTIST MEMORIAL HEALTH CARE FOUNDATION AND BAPTIST MEMORIAL HEALTH CARE CORPORATION'S EMPLOYEE CAMPAIGN VOLUNTEERS APPROVES EXPENDITURE APPLICATIONS FOR FUNDING FROM THE EMPLOYEE EMERGENCY ASSISTANCE FUND. DISTRIBUTIONS OF ASSISTANCE ARE GENERALLY LIMITED TO $500 PER OCCURRENCE. DURING FISCAL YEAR 2011, BAPTIST MEMORIAL HEALTH CARE FOUNDATION MADE DISBURSEMENTS IN EXCESS OF $228,000 ON BEHALF OF INDIGENT PATIENTS AND THE UNINSURED AND ON BEHALF OF EMPLOYEES FOR THESE UNFORESEEN LOSSES AND EMERGENCIES. IN TOTAL, BAPTIST MEMORIAL HEALTH CARE FOUNDATION SPENT APPROXIMATELY $3 MILLION FROM DONOR-RESTRICTED FUNDS TO SUPPORT SERVICE AREAS SUCH AS PEDIATRIC CARE, STROKE SERVICES, HOSPICE, MEDICAL RESEARCH, CHARITY CARE, CLINICAL SCHOLARSHIPS, CARDIOLOGY, CANCER CARE AND NURSING EDUCATION.
  PART V STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE: LINE 1a: ALL FORMS 1099 ARE PREPARED BY THE ACCOUNTS PAYABLE DEPARTMENT OF THE SOLE MEMBER, BAPTIST MEMORIAL HEALTH CARE CORPORATION. ALL FORMS 1099 ARE ISSUED USING THE FEDERAL TAX IDENTIFICATION NUMBER OF BAPTIST MEMORIAL HEALTH CARE CORPORATION. THE 1099S ARE NOT PROCESSED BY ENTITY, BUT BY VENDOR GROUP. MANY VENDORS PERFORM SERVICES FOR MULTIPLE BAPTIST ENTITIES, SO ONLY ONE 1099 IS ISSUED PER VENDOR WITH THE TOTAL AMOUNT PAID FOR SERVICES. THIS NUMBER IS REPORTED ON BAPTIST MEMORIAL HEALTH CARE CORPORATION'S FORM 990, PART V, LINE 1a. LINE 2a: THE PAYROLL FUNCTION IS CENTRALIZED AT THE PAYROLL DEPARTMENT OF THE SOLE MEMBER, BAPTIST MEMORIAL HEALTH CARE CORPORATION. THE CORPORATE PAYROLL DEPARTMENT IS RESPONSIBLE FOR ALL SALARIES AND WAGES OF THE EMPLOYEES FOR THE ENTIRE BAPTIST SYSTEM. THE W-3s AND W-2s ARE SUBMITTED ELECTRONICALLY TO THE IRS USING BAPTIST MEMORIAL HEALTH CARE CORPORATION'S FEDERAL TAX IDENTIFICATION NUMBER, ACCORDING TO THE GUIDELINES ASSOCIATED WITH COMMON PAYMASTER. HOWEVER, THE EMPLOYEE INFORMATION IS ALLOCATED TO ITS RESPECTIVE FACILITY FOR FINANCIAL REPORTING PURPOSES AND THEY ARE REPORTED TO THE STATE BY EACH FACILITY. THUS, THE AMOUNT REPORTED ON PART V, LINE 2a REFLECTS THE NUMBER OF EMPLOYEES AT THIS FACILITY WHO RECEIVED A W-2. THE TOTAL NUMBER OF W-2S FOR ALL BAPTIST ENTITIES IS REPORTED ON THE BAPTIST MEMORIAL HEALTH CARE CORPORATION W-3. LINE 7g: THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY REQUIRING IT TO FILE A FORM 8899.
Form 990, Part VI, Section A, line 3   BAPTIST MEMORIAL HEALTH CARE CORPORATION AS SOLE MEMBER OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION PROVIDES CERTAIN LEGAL, FINANCE, QUALITY, AND PERSONNEL SERVICES PURSUANT TO A SHARED SERVICES AGREEMENT.
Form 990, Part VI, Section A, line 6   BAPTIST MEMORIAL HEALTH CARE FOUNDATION IS A NON-STOCK CORPORATION WHOSE SOLE MEMBER IS BAPTIST MEMORIAL HEALTH CARE CORPORATION.
Form 990, Part VI, Section A, line 7a   BAPTIST MEMORIAL HEALTH CARE CORPORATION AS THE SOLE MEMBER OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION ELECTS ITS BOARD OF DIRECTORS.
Form 990, Part VI, Section A, line 7b   BAPTIST MEMORIAL HEALTH CARE CORPORATION AS THE SOLE MEMBER OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION APPROVES THE BOARD OF DIRECTORS ACTIONS.
Form 990, Part VI, Section B, line 11   THE FORM 990 IS REVIEWED BY BAPTIST MEMORIAL HEALTH CARE CORPORATION'S SR. V.P./CFO, THE V.P. OF CORPORATE FINANCE, AND THE FOUNDATION V.P. IN ADDITION, THE FORM 990 IS REVIEWED BY AN OUTSIDE INDEPENDENT ACCOUNTING AND TAX FIRM. THE FORM 990 HAS NOT BEEN REVIEWED BY THE BOARD OF DIRECTORS. HOWEVER, BAPTIST MEMORIAL HEALTH CARE CORPORATION, AS SOLE MEMBER, HAS A GOVERNANCE COMMITTEE THAT IS APPOINTED BY ITS BOARD OF DIRECTORS. THE BAPTIST MEMORIAL HEALTH CARE CORPORATION GOVERNANCE COMMITTEE CONSISTS OF THREE OR MORE MEMBERS ALL OF WHICH MAY OR MAY NOT BE MEMBERS OF THE BOARD OF DIRECTORS. THE BAPTIST MEMORIAL HEALTH CARE CORPORATION GOVERNANCE COMMITTEE WILL REVIEW THE FORM 990 OF ALL OF THE BAPTIST ENTITIES AFTER SUBMITTING TO THE IRS.
  Form 990, Part VI, Section B, line 12c BAPTIST MEMORIAL HEALTH CARE FOUNDATION REQUIRES THAT ALL EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, PERIODICALLY COMPLETE A CERTIFICATION AND ACKNOWLEDGEMENT OF THE BAPTIST MEMORIAL HEALTH CARE CORPORATION STANDARDS OF CONDUCT, WHICH INCORPORATES THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT EACH DECEMBER. IN THE EVENT THAT AN EMPLOYEE OR BOARD MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, HE/SHE IS REQUIRED TO REPORT IT TO THEIR CHIEF EXECUTIVE OFFICER BEFORE TAKING ANY ACTION. IF HE/SHE IS THE CHIEF EXECUTIVE OFFICER, THEN HE/SHE IS TO REPORT TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE SENIOR V.P. AND CORPORATE COUNSEL, AND ARE MAINTAINED IN THE BAPTIST MEMORIAL HEALTH CARE CORPORATION LEGAL DEPARTMENT. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, IT WILL BE THE RESPONSIBILITY OF THE CEO, WITH THE INVOLVEMENT OF THE BAPTIST MEMORIAL HEALTH CARE CORPORATION LEGAL DEPARTMENT, TO RESOLVE THE ISSUE.
  Form 990, Part VI, Section B, line 15 BAPTIST MEMORIAL HEALTH CARE CORPORATION'S HUMAN RESOURCE DEPARTMENT, THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, AND AN INDEPENDENT COMPENSATION CONSULTING FIRM PERFORM ANNUAL REVIEWS EACH DECEMBER AND APPROVE COMPENSATION OF THE CEO AND OTHER TOP MANAGEMENT PERSONNEL. THEY USE COMPARABILITY DATA AND OTHER SOURCES AS NEEDED. THE CEO AND OTHER TOP MANAGEMENT USE THE SAME TYPE OF INFORMATION TO APPROVE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. ON DECEMBER 14, 2009 THE COMPENSATION WAS REVIEWED AND APPROVED FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2010 FOR THE PRESIDENT, THE VICE PRESIDENTS, AND THE BAPTIST HEALTH CARE SYSTEM CEOS/ADMINISTRATORS.
  Form 990, Part VI, Section C, line 18 BAPTIST MEMORIAL HEALTH CARE FOUNDATION MAKES COPIES OF ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION TO ANYONE WHO REQUESTS THEM AS REQUIRED BY THE IRS.
  Form 990, Part VI, Section C, line 19 BAPTIST MEMORIAL HEALTH CARE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -12,661,094. UNRECORDED INVESTMENT INCOME/LOSS 67,993. TAX ADJUSTMENT 1,336. UNRECORDED GIFTS IN-KIND -157,183. SPECIAL EVENTS EXPENSES NOT RECORDED 103,300. OTHER EXPENSES NOT RECORDED 41,432. Total to Form 990, Part XI, Line 5: -12,604,216.
  PART XII, LINE 2c: FINANCIAL STATEMENTS AND REPORTING: BAPTIST MEMORIAL HEALTH CARE CORPORATION, AS SOLE MEMBER, HAS AN AUDIT COMMITTEE THAT CHOOSES THE AUDIT FIRM, OVERSEES AND REVIEWS THE AUDIT REPORTS, AND THEN FOLLOWS UP ON ANY NECESSARY CHANGES AND RECOMMENDATIONS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) NORTHEAST ARKANSAS BAPTIST MEMORIAL HEALTH CARE LLC
3024 STADIUM BLVD
JONESBORO,AR72401
81-0572898 		OPERATION OF BAPTIST MEMORIAL HOSPITAL-JONESBORO, INC. AR     N/A
(2) NORTHEAST ARKANSAS BAPTIST HEALTH SERVICES GROUP LLC
3024 STADIUM BLVD
JONESBORO,AR72401
27-1471186 		OPERATE A PREFERRED PROVIDER ORGANIZATION AR     N/A








Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
58-1521475 		MANAGEMENT, ADMINISTRATIVE & FINANCIAL SERVICES FOR ITS AFFILIATES TN 501(c)(3) 509(a)(3) N/A
 
No
(2) BAPTIST MEMORIAL HEALTH CARE SYSTEM INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
58-1456556 		CARRY OUT THE HEALTH CARE MISSIONS OF THE BAPTIST CONVENTIONS OF AR, MS, TN TN 501(c)(3) 509(a)(3) N/A
 
No
(3) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC

1003 MONROE

MEMPHIS,TN38104
62-1599670 		EDUCATION OF HEALTH CARE PROFESSIONALS TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(4) BAPTIST MEMORIAL HEALTH SERVICES INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1509127 		PROVISION OF HEALTH CARE PROVIDERS & HOME MEDICAL EQUIPMENT/SERVICES TN 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(5) BAPTIST MEMORIAL HOSPITAL INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-0123940 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(6) MEDICAL FINANCIAL SERVICES INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1112364 		COLLECTION AGENCY FOR BAPTIST ENTITIES TN 501(c)(3) 509(a)(3) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(7) BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC

100 HOSPITAL ST

BOONEVILLE,MS38829
64-0663760 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(8) BAPTIST MEMORIAL HOSPITAL-DESOTO INC

7601 SOUTHCREST PKWY

SOUTHAVEN,MS38671
64-0682111 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(9) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC

2520 FIFTH ST

COLUMBUS,MS39703
62-1519754 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(10) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC

631 RB WILSON DR

HUNTINGDON,TN38344
62-1166050 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(11) BAPTIST MEMORIAL HOSPITAL-LAUDERDALE INC

326 ASBURY ST

RIPLEY,TN38063
62-1088703 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(12) BAPTIST MEMORIAL HOSPITAL-NORTH MISSISSIPPI INC

2301 S LAMAR

OXFORD,MS38655
64-0772726 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(13) BAPTIST MEMORIAL HOSPITAL-TIPTON INC

1995 HWY 51 SOUTH

COVINGTON,TN38019
62-1113167 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(14) BAPTIST MEMORIAL HOSPITAL-UNION CITY INC

1201 BISHOP ST

UNION CITY,TN38261
62-1138045 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(15) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC

200 HWY 30 WEST

NEW ALBANY,MS38652
63-0997281 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(16) BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC

2100 EXETER RD

GERMANTOWN,TN38138
58-1645396 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(17) BAPTIST MEMORIAL HOME CARE INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
58-1562973 		HOME HEALTH CARE & HOSPICE SERVICES TN 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(18) BAPTIST MEMORIAL MEDICAL GROUP INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1545731 		PROVISION OF HEALTH CARE PROVIDERS FOR TN FACILITIES TN 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(19) BAPTIST MEMORIAL HEALTH SERVICES INC-MS

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1545710 		PROVISION OF HEALTH CARE PROVIDERS FOR MS FACILITIES MS 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(20) BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1407946 		BAPTIST EMPLOYEE HEALTH PLAN TN 501(c)(9)   BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(21) BAPTIST MINOR MEDICAL CENTERS INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1538114 		NON-EMERGENCY MEDICAL CLINICS TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(22) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
26-1214372 		HEALTH CARE FACILITY/HOSPITAL AR 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(23) NEA CLINIC CHARITABLE FOUNDATION INC

3024 STADIUM BLVD

JONESBORO,AR72401
71-0850123 		MEDICAL CLINICS AR 501(c)(3) 509(a)(1) NEA BAPTIST HEALTH SYSTEM INC
 
 
No
(24) NEA BAPTIST HEALTH SYSTEM INC

3024 STADIUM BLVD

JONESBORO,AR72401
27-1799652 		HEALTH CARE PROVIDER AR 501(c)(3)PENDING 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(25) THE STERN CARDIOVASCULAR FOUNDATION INC

8060 WOLD RIVER BLVD

GERMANTOWN,TN38138
27-4396698 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3)PENDING   BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(26) FAMILY CANCER CENTER FOUNDATION INC

6029 WALNUT GROVE RD

MEMPHIS,TN38120
45-2842963 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3)PENDING   BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(27) INTEGRITY ONCOLOGY FOUNDATION INC

6286 BRIARCREST AVE SUITE 308

MEMPHIS,TN38120
45-3303687 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3)PENDING   BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(28) MEMPHIS LUNG PHYSICIANS FOUNDATION INC

6025 WALNUT GROVE RD

MEMPHIS,TN38120
45-2832975 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3)PENDING   BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(29) BOSTON BASKIN CANCER FOUNDATION INC

6029 WALNUT GROVE RD

MEMPHIS,TN38120
45-3303607 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3)PENDING   BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(30) BAPTIST CLINICAL RESEARCH INSTITUTE INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
45-3032246 		FACILITATE MEDICAL & SCIENTIFIC RESEARCH TN 501(c)(3)PENDING   BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(31) BAPTIST MEMORIAL PATIENT SAFETY ORGANIZATION INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
45-3032372 		ESTABLISHING, MAINTAINING & MANAGING A PATIENT SAFETY ORGANIZATION TN 501(c)(3)PENDING   BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) BAPTIST-DESOTO SURGERY CENTER

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
20-0804946 		AMBULATORY SURGERY MS N/A
 N/A       No     No  
(2) BAPTIST-EAST MEMPHIS SURGERY CENTER

80 HUMPHREYS CENTER 101
MEMPHIS,TN38120
62-1846584 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(3) BAPTIST-GERMANTOWN SURGERY CENTER LP

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-1829424 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(4) BAPTIST & PHYSICIANS OP SURGERY CENTER OF N MS

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-0925692 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(5) BAPTIST N MS IMAGING SERVICES LLC

504 AZALEA DR
OXFORD,MS38655
26-2641267 		DIAGNOSTIC SERVICES MS N/A
 N/A       No     No  
(6) EAST MEMPHIS UROLOGY CENTER LP

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-1810940 		AMBULATORY UROLOGICAL SERVICES TN N/A
 N/A       No     No  
(7) HAMILTON EYE INSTITUTE SURGERY CENTER LP

930 MADISON AVE
MEMPHIS,TN38103
20-2873438 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(8) MEDICAL ALTERNATIVES

4565 SHELBY RD
MEMPHIS,TN38083
62-1488427 		HOME INFUSION PRODUCTS & SERVICES TO PATIENTS TN N/A
 N/A       No     No  
(9) MEMPHIS BIOMED VENTURES I LP

17 W PONTOTOC STE 200
MEMPHIS,TN38103
94-3424417 		MEDICAL RESEARCH TN N/A
 N/A       No     No  
(10) MEMPHIS SURGERY CENTER LTD LP

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
62-1218330 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(11) MEMPHIS-SC LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
62-1590322 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(12) MEMPHIS-SP LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
62-1590324 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(13) MIDTOWN SURGERY CENTER LP

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-1619344 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(14) NORTHWEST TENNESSEE SURGERY CENTER LLC

1722 E REELFOOT
UNION CITY,TN38261
62-1685508 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(15) SM-B BUILDING LLC

5900 POPLAR AVE STE 100
MEMPHIS,TN38119
62-1834236 		PHYSICIAN OFFICES TN N/A
 N/A       No     No  
(16) TENNESSEE LITHOTRIPERS LP

9825 SPECTRUM DR BLDG 3
AUSTIN,TX78717
56-1720365 		LITHOTRIPSY SERVICES TN N/A
 N/A       No     No  
(17) WOLF RIVER MEDICAL CENTER LP

350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
62-1510287 		MEDICAL OFFICE BLDG. TN N/A
 N/A       No     No  
(18) CANCER CARE CENTER OF UNION CITY LP

322 HOSPITAL BLVD
JACKSON,TN38305
26-3425045 		CANCER CARE SERVICES TN N/A
 N/A       No     No  
(19) MAYS & SCHNAPP PAIN CENTER

55 HUMPHREYS BLVD
MEMPHIS,TN38120
62-1512849 		PAIN MANAGEMENT SERVICES TN N/A
 N/A       No     No  
(20) CONVENIENT CARE DIAGNOSTIC CENTER PLLC

555 HWY 6 EAST
BATESVILLE,MS38606
64-0914382 		RADIOLOGY & DIAGNOSTIC SERVICES MS N/A
 N/A       No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) HEALTH TECH AFFILIATES INC
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
62-1278576 		BUYING AND LEASING REAL & PERSONAL PROPERTY TN N/A
 C      
(2) BAPTIST MEMORIAL HEALTH SERVICES GROUP OF THE MIDSOUTH INC
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
62-1534210 		HEALTH INSURANCE CONTRACTING TN N/A
 C      
(3) SOUTHCREST PROPERTY OWNERS ASSOCIATION
7601 SOUTHCREST PKWY
SOUTHAVEN,MS38671
64-0768703 		BOOKKEEPING & DATA PROCESSING FOR THE SOUTHCREST DEVELOPMENT MS N/A
 C      
(4) GERMANTOWN BUSINESS PARK OWNERS ASSOCIATION
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
20-1158216 		BOOKKEEPING & DATA PROCESSING FOR THE GERMANTOWN BUSINESS PARK DEVELOPMENT TN N/A
 C      






Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BAPTIST MEMORIAL HOSPITAL-INC

 B 1,093,561 FMV
(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 B 2,125,041 FMV
(3) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC

 B 250,245 FMV
(4) BAPTIST MEMORIAL REGIONAL REHAB SERVICES INC

 B 71,156 FMV
(5) BAPTIST COLLEGE OF HEALTH SCIENCES INC

 B 775,835 FMV
(6) BAPTIST MEMORIAL HOME CARE INC

 B 4,118,952 FMV
(7) BAPTIST COLLEGE OF HEALTH SCIENCES INC

 C 500,200 FMV
(8) BAPTIST MEMORIAL HOSPITAL-N MISSISSIPPI INC

 B 54,566 FMV
(9) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 C 81,500 FMV
(10) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 D 262,489 FMV
(11) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 M 69,652 FMV
(12) BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST

 Q 75,256 FMV
(13) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 N 692,444 FMV
(14) BAPTIST MEMORIAL HOSPITAL-DESOTO INC

 B 494,627 FMV
(15) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC

 B 283,485 FMV
(16) BAPTIST MEMORIAL HOSPITAL-UNION CITY INC

 B 154,125 FMV
(17) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC

 B 52,216 FMV
(18) NEA BAPTIST CLINIC

 B 182,494 FMV
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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