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 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
Stowers Institute for Medical Research
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1000 East 50th Street
 
Room/suite
City or town, state or country, and ZIP + 4
Kansas City, MO64110
D Employer identification number

20-2993509
E Telephone number

G Gross receipts $ 94,698,271
F Name and address of principal officer:
DAVID M CHAO
 
 
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
n/a
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: 2005
M State of legal domicile: DE
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR")EXEMPT PURPOSE IS TO PERFORM MEDICAL RESEARCH IN THE PUBLIC INTEREST WITH THE GOAL OF EXPANDING OUR UNDERSTANDING OF FUNDAMENTAL PROCESSES OF LIVING CELLS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 0
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 371
6 Total number of volunteers (estimate if necessary) .... 6 0
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) ......... 6,592,984 8,065,484
9 Program service revenue (Part VIII, line 2g) ......... 224,514 73,404
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,834,033 2,874,441
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 165,218 3,391,202
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,816,749 14,404,531
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,326,774 1,372,750
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) 26,222,758 26,301,376
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 44,810,589 45,019,071
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 72,360,121 72,693,197
19 Revenue less expenses. Subtract line 18 from line 12...... -61,543,372 -58,288,666
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 565,779,280 496,643,745
21 Total liabilities (Part X, line 26)............ 227,504,627 217,464,815
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 338,274,653 279,178,930
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
signature
Big 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 + 4
Big 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: SEE SCHEDULE O
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 $ 65,491,638 including grants of $ 1,372,750 ) (Revenue $   )
SIMR'S ACCOMPLISHMENTS ARE DESCRIBED AT THE END OF SCHEDULE O.
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$ 65,491,638
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 I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
.........................
4
 
No
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 I
Click 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 IV
Click 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
 
No
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
 
No
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
 
No
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
 
No
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...... Click to see attachment
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................ Click to see attachment
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
........................... Click to see attachment
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............... Click to see attachment
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 ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
Yes
 
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.. Click to see attachment
28c
Yes
 
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
 
No
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
Yes
 
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
25
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
371
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
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
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
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
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
 
 
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
7
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
0
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
Yes
 
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
 
No
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
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
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
Yes
 
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
MA
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
J SCOTT PETTET
1000 E 50TH STREET
kansas city,MO64110
(816) 926-4000
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) JAMES ESTOWERS JR
Director
2.0 X           0 0 0
(2) VIRGINIA G STOWERS
DIRECTOR
2.0 X           0 0 0
(3) DAVID AWELTE
DIRECTOR/SECRETARY See Sch O
2.0 X   X       0 916,036 50,427
(4) RODERICK L STURGEON
DIRECTOR - SEE SCHEDULE O
40.0 X           0 1,101,744 47,410
(5) WILLIAM B NEAVES - SEE SCH O
DIRECTOR/PRESIDENT EMERITUS
40.0 X   X       701,921 0 47,158
(6) DAVID M CHAO
DIRECTOR/PRESIDENT/CEO - Sch O
40.0 X   X       968,238 0 38,170
(7) RICHARD W BROWN
Director/CHAIR - see sch. o
2.0 X   X       0 1,645,887 47,410
(8) ROBERT E KRUMLAUF - SEE SCH O
SCIENTIFIC DIRECTOR
40.0       X     438,572 0 50,679
(9) RONALD C CONAWAY
INVESTIGATOR
40.0         X   240,811 0 40,826
(10) JOAN W CONAWAY
INVESTIGATOR
40.0         X   238,961 0 46,574
(11) JERRY L WORKMAN
INVESTIGATOR
40.0         X   235,814 0 41,896
(12) R SCOTT HAWLEY
INVESTIGATOR
40.0         X   241,854 0 49,012
(13) RONG LI
INVESTIGATOR
40.0         X   226,035 0 48,695








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;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,292,206 3,663,667 508,257
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet30
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 198,091
e Government grants (contributions)1e 6,568,930
f All other contributions, gifts, grants, and
similar amounts not included above
1f
1,298,463
g Noncash contributions included in lines 1a-1f:$ 62,027
h Total. Add lines 1a-1f.......MediumBullet 8,065,484
 Program Service Revenue Business Code
2a COLLABORATION FEE FROM HHMI,501(C)(3) 900,099 73,404 73,404    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 73,404
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,670,077     1,670,077
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 3,529,477  
b Less: rental expenses 241,909  
c Rental income or (loss) 3,287,568  
d Net rental income or (loss).......MediumBullet 3,287,568   0 3,287,568
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 81,084,387 171,808
b Less: cost or other basis and sales expenses 79,798,438 253,393
c Gain or (loss) 1,285,949 -81,585
d Net gain or (loss)..........MediumBullet 1,204,364     1,204,364
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
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 0      
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 0      
Miscellaneous Revenue Business Code
11a MO QUALITY JOBS REBATE 900,099 54,996     54,996
b OTHER REBATES & REVENUE 900,099 48,638     48,638
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 103,634
12 Total revenue. See Instructions....MediumBullet 14,404,531 73,404 0 6,265,643
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 0  
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 1,372,750 1,372,750
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 2,108,731 1,897,858 210,873  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 17,524,787 15,772,308 1,752,479  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 2,521,621 2,269,459 252,162  
9 Other employee benefits ....... 2,895,379 2,605,841 289,538  
10 Payroll taxes ........... 1,250,858 1,125,772 125,086  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 67,048   67,048  
c Accounting ........... 10,200   10,200  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 1,230,591 1,107,532 123,059  
12 Advertising and promotion .... 0      
13 Office expenses ....... 253,218 227,896 25,322  
14 Information technology ...... 328,843 295,969 32,874  
15 Royalties .. -9,218 -8,296 -922  
16 Occupancy ........... 2,136,596 1,922,936 213,660  
17 Travel ............ 544,396 489,956 54,440  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 738,627 664,764 73,863  
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 14,255,082 12,829,574 1,425,508  
23 Insurance .............. 0      
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 COST-SHARING WITH RELATED ORG 17,808,356 16,027,520 1,780,836  
b LAB SUPPLIES 6,401,805 5,761,625 640,180  
c NON-CAPITAL EQUIPMENT 674,078 606,670 67,408  
d SCIENTIFIC CONSULTING 225,771 203,194 22,577  
e COLLABORATION EXPENSE 135,829 122,246 13,583  
f All other expenses 217,849 196,064 21,785  
25 Total functional expenses. Add lines 1 through 24f 72,693,197 65,491,638 7,201,559 0
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 .......... 3,699,012 1 2,178,335
2 Savings and temporary cash investments .......   2  
3 Pledges and grants receivable, net ......... 720,639 3 804,237
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 .............. 398,012 8 349,600
9 Prepaid expenses and deferred charges ............ 553,403 9 631,357
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 309,180,895
b Less: accumulated depreciation. ..... 10b 119,912,525 202,127,907 10c 189,268,370
11 Investments—publicly traded securities .......... 136,133,751 11 91,175,334
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 222,146,556 15 212,236,512
16 Total assets. Add lines 1 through 15 (must equal line 34)... 565,779,280 16 496,643,745
Liabilities 17 Accounts payable and accrued expenses . 7,131,445 17 6,316,670
18 Grants payable ..........   18  
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..... 220,373,182 25 211,148,145
26 Total liabilities. Add lines 17 through 25..... 227,504,627 26 217,464,815
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 ..... 338,274,653 27 279,178,930
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
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 ..... 338,274,653 33 279,178,930
34 Total liabilities and net assets/fund balances ..... 565,779,280 34 496,643,745
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
14,404,531
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
72,693,197
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-58,288,666
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
338,274,653
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-807,057
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
279,178,930
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
Yes
 
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
Yes
 
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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
SEE ABOVE,
  ,
SEE ABOVE, MO  
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)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
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
Total                  

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
CHILDREN'S MERCY HOSPITAL IN KANSAS CITY, MISSOURI AND THE MASSACHUSETTS GENERAL HOSPITAL IN BOSTON, MASSACHUSETTS.
 
 
 
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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 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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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 ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........
     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
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)
 
 
(ii) related organizations ........................
3a(ii)
 
 
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 .................   3,400,000 3,400,000
b Buildings ................   223,610,985 58,984,180 164,626,805
c Leasehold improvements ............        
d Equipment ................   82,167,263 60,928,345 21,238,918
e Other .................   2,647   2,647
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 189,268,370
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) ANNUITY RECEIVABLE 212,147,967
(2) OTHER RECEIVABLES 88,545







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 212,236,512
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
ADVANCES FROM AFFILIATES 4,803,017
ANNUITY PAYABLE 206,345,128







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 211,148,145
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  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
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  
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  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
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  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
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
SCHEDULE D   PART X, LINE 2 - SUMMARY OF FIN 48 CONSOLIDATED FOOTNOTE AS IT APPLIES TO STOWERS INSTITUTE FOR MEDICAL RESEARCH - AN INTERPRETATION OF FASB STATEMENT NO. 109. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH FASB STATEMENT NO. 109, ACCOUNTING FOR INCOME TAXES. THIS INTERPRETATION ALSO PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. STOWERS INSTITUTE FOR MEDICAL RESEARCH IS A TAX-EXEMPT ENTITY AS DESCRIBED IN SECTION 501 (c)(3) OF THE CODE. THEREFORE, IT IS STOWERS INSTITUTE FOR MEDICAL RESEARCH'S TAX POSITION THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES. STOWERS INSTITUTE FOR MEDICAL RESEARCH ADOPTED FIN 48 EFFECTIVE JANUARY 1, 2007 WITH NO IMPACT TO ITS FINANCIAL STATEMENTS.
Schedule D (Form 990) 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
Stowers Institute for Medical Research
 
Employer identification number
20-2993509
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






















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
 
3
Enter total number of other organizations ................................ . Bullet Image
 
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) STIPENDS/FELLOWSHIPS 72 1,372,750   N/A N/A













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
SCHEDULE I PART I, LINE 2 SIMR PROVIDES TRAINING STIPEND/FELLOWSHIPS TO UNDERGRADUATES, GRADUATES, AND POST-DOCTORAL CANDIDATES. THESE STIPENDS/FELLOWSHIPS ARE PROVIDED FOR THE INDIVIDUAL'S TRAINING AND NOT AS COMPENSATION FOR ANY SERVICES PROVIDED BY THEM TO SIMR. STIPENDS/FELLOWSHIPS ARE OFFERED ON A NON-DISCRIMINATORY BASIS TO INDIVIDUALS STUDYING A BASIC BIOMEDICAL FIELD WITH THE OBJECTIVE OF CONTINUING IN THIS FIELD UPON THE COMPLETION OF THEIR EDUCATION AND TRAINING.
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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) DAVID AWELTE (i)
(ii)
0
896,605
0
0
0
19,431
0
36,750
0
13,677
0
966,463
0
0
(2) RODERICK L STURGEON (i)
(ii)
0
1,059,859
0
0
0
41,885
0
36,750
0
10,660
0
1,149,154
0
0
(3) WILLIAM B NEAVES - SEE SCH O (i)
(ii)
676,394
0
0
0
25,527
0
36,750
0
10,408
0
749,079
0
0
0
(4) DAVID M CHAO (i)
(ii)
965,898
0
0
0
2,340
0
36,750
0
1,420
0
1,006,408
0
0
0
(5) ROBERT E KRUMLAUF - SEE SCH O (i)
(ii)
435,008
0
0
0
3,564
0
36,750
0
13,929
0
489,251
0
0
0
(6) RONALD C CONAWAY (i)
(ii)
239,625
0
0
0
1,186
0
35,944
0
4,882
0
281,637
0
0
0
(7) JOAN W CONAWAY (i)
(ii)
237,775
0
0
0
1,186
0
35,944
0
10,630
0
285,535
0
0
0
(8) JERRY L WORKMAN (i)
(ii)
234,653
0
0
0
1,161
0
35,273
0
6,623
0
277,710
0
0
0
(9) R SCOTT HAWLEY (i)
(ii)
239,694
0
0
0
2,160
0
35,129
0
13,883
0
290,866
0
0
0
(10) RONG LI (i)
(ii)
225,573
0
0
0
462
0
34,859
0
13,836
0
274,730
0
0
0
(11) RICHARD W BROWN (i)
(ii)
0
1,621,863
0
0
0
24,024
0
36,750
0
10,660
0
1,693,297
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
Schedule J   PART I, LINE 1A SIMR HAS WRITTEN EMPLOYMENT CONTRACTS WITH WILLIAM B. NEAVES, President Emeritus, AND DAVID M. CHAO, PRESIDENT, WHICH PROVIDES FOR TAXABLE TERM LIFE BENEFITS AND FOR THE EXECUTIVES TO RECEIVE TAX GROSS-UP PAYMENTS SUFFICIENT TO COVER THE TAXES ON THE BENEFITS. PART I, LINE 1B SIMR PROVIDED THE BENEFITS DESCRIBED IN RESPONSE TO LINE 1A PURSUANT TO WRITTEN EMPLOYMENT CONTRACTS THAT WERE APPROVED BY SIMR'S GOVERNING BOARD, SEE RESPONSE TO FORM 990, PART VI, SECTION B,LINE 15, FOR ADDITIONAL PROCESSES RELATED TO DETERMINING EXECUTIVE COMPENSATION.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) AMERICAN CENTURY COMPANIES INC SEE PART V   SEE PART V   No
(2) JULIA ZEITLINGER PhD SEE PART V 104,768 EMPLOYEE OF SIMR   No
(3) LEANNE WIEDEMANN PhD SEE PART V 177,720 EMPLOYEE OF SIMR   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
SCHEDULE L, PART IV Line 1, 2 & 3 PART IV, LINE (1): CURRENT DIRECTORS AND OFFICERS OF SIMR, RICHARD W. BROWN AND DAVID A. WELTE AND ALSO CURRENT DIRECTORS RODERICK L. STURGEON AND JAMES E. STOWERS JR. ARE DIRECTORS OF AMERICAN CENTURY COMPANIES, INC.("ACCI"). JAMES E. STOWERS JR. IS THE FOUNDER OF ACCI AND ALONG WITH OTHER FAMILY MEMBERS RETAINS A CONTROLLING VOTING INTEREST IN ACCI. SIMR RECEIVES INVESTMENT MANAGEMENT SERVICES FROM AMERICAN CENTURY INVESTMENTS ("ACI"). SIMR PAYS THE SAME ADMINISTRATIVE FEES FOR THESE SERVICES AS ANY ARMS-LENGTH MUTUAL FUND INVESTOR. THE VALUE OF THESE SERVICES, ESTIMATED BY MULTIPLYING SIMR'S AVERAGE AMOUNT OF MUTAL FUND HOLDINGS THROUGHOUT THE YEAR BY THE PUBLISHED ADMINISTRATIVE FEE PERCENTAGE FOR THE APPLICABLE FUNDS, WAS APPROXIMATELY $650,000. IN SELECTING ACI TO MANAGE ITS LIQUID INVESTMENTS, SIMR SELECTED A HIGH QUALITY MUTUAL FUND COMPANY WITH AN OUTSTANDING TRACK RECORD. SCHEDULE L, PART IV, LINE (2): JULIA ZEITLINGER, Ph.D, IS THE SPOUSE OF DAVID M. CHAO, PRESIDENT OF SIMR. MS. ZEITLINGER IS AN ASSISTANT INVESTIGATOR AT SIMR. MS. ZEITLINGER'S PREVIOUS EMPLOYMENT BEFORE SIMR WAS WITH WHITEHEAD INSTITUTE FOR MEDICAL RESEARCH WHERE SHE WAS THE RECIPIENT OF A POSTDOCTORAL FELLOWSHIP FROM THE HUMAN FRONTIER SCIENCE PROGRAM. SCHEDULE L, PART IV, LINE (3): LEANNE WIEDEMANN, P.h.D, IS THE SPOUSE OF ROBERT KRUMLAUF, SCIENTIFIC DIRECTOR OF SIMR. MS. WIEDEMANN PERFORMS INDEPENDENT SCIENCE RESEARCH AT SIMR AND IS CONCURRENTLY A PROFESSOR AT THE UNIVERSITY OF KANSAS MEDICAL CENTER IN THE DEPARTMENT OF PATHOLOGY AND LABORATORY MEDICINE.
Schedule L (Form 990 or 990-EZ) 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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
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 ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 2 62,027 FAIR MARKET VALUE
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 ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
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
Yes
 
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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
Identifier Return Reference Explanation
SUPPLEMENTAL INFORMATION   FORM 990, PART III, LINE 1 THE STOWERS INSTITUTE FOR MEDICAL RESEARCH PERFORMS MEDICAL RESEARCH IN THE PUBLIC INTEREST IN CONJUNCTION WITH CHILDREN'S MERCY HOSPITAL IN KANSAS CITY, MISSOURI AND MASSACHUSETTS GENERAL HOSPITAL IN BOSTON, MASSACHUSETTS - BOTH SECTION 501(C)(3) AND 170(B)(1)(A)(III) HOSPITALS, WITH THE GOAL OF EXPANDING OUR UNDERSTANDING OF FUNDAMENTAL PROCESSES IN LIVING CELLS AND IMPROVING LIFE'S QUALITY THROUGH INNOVATIVE APPROACHES TO THE CAUSES, TREATMENT, AND PREVENTION OF DISEASE. FORM 990, PART III, LINE 4 SIMR'S ACCOMPLISHMENTS ARE DESCRIBED AT THE END OF SCHEDULE O. FORM 990, PART VI, LINE 2 JAMES E. STOWERS JR., RICHARD W. BROWN, RODERICK L. STURGEON AND DAVID A. WELTE, ALL DIRECTORS OF SIMR, HAVE A BUSINESS RELATIONSHIP; THEY ALL SERVE ON THE BOARD OF AMERICAN CENTURY COMPANIES, INC. AS DESCRIBED IN RESPONSE TO SCHEDULE L, PART IV. JAMES E. STOWERS JR., RICHARD W. BROWN, WILLIAM B. NEAVES, DAVID M. CHAO, AND RODERICK L. STURGEON, DIRECTORS OF SIMR, HAVE A BUSINESS RELATIONSHIP; THEY ALL SERVE ON THE BOARD OF BIOMED VALLEY DISCOVERIES, INC., A RELATED PARTY AS DISCUSSED ON SCHEDULE R. FORM 990, PART VI, LINE 11B THE DATA AND INFORMATION NECESSARY TO PREPARE SIMR'S FORM 990 WAS COMPILED BY SIMR'S ACCOUNTING DEPARTMENT AND THEN REVIEWED BY OUR TAX ATTORNEY AT BRYAN CAVE, LLC. KPMG, OUR EXTERNAL TAX PREPARERS, USE THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS DISTRIBUTED IN ADVANCE TO ALL SEVEN OFFICERS OF SIMR FOR THEIR REVIEW AND COMMENTS BEFORE THE FORM 990 IS FILED WITH THE IRS. AFTER THE PREPARATION AND REVIEW PROCESS DESCRIBED ABOVE, THE FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, LINE 12C SIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF SIMR ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. A COVERED PERSON MUST ALSO DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. SIMR CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO INSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, LINES 15A & 15B THE PROCESS FOR DETERMINING COMPENSATION OF SIMR'S PRESIDENT AND CEO INCLUDED RETAINING THE SERVICES OF A NATIONALLY KNOWN COMPENSATION CONSULTANT TO PROVIDE DATA AND ANALYSIS TO DETERMINE COMPARABLE SALARY AND BENEFITS FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSTIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION WAS DOCUMENTED IN EMPLOYMENT CONTRACTS WHICH WERE APPROVED BY THE GOVERNING BODY AS DOCUMENTED IN THE OFFICIAL MINUTES. THE PROCESS WAS LAST UNDERTAKEN FOR THE PRESIDENT AND CEO POSITIONS IN 2009 AT THE TIME THE CURRENT CONTRACTS IN EFFECT WERE EXECUTED. FORM 990, PART VI, LINE 19 SIMR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART VII - HOURS WORKED FOR RELATED ORGANIZATIONS AS DESCRIBED IN SCHEDULE R: RICHARD W. BROWN IS A FULL TIME EMPLOYEE, 40 HOURS PER WEEK, OF SRM. MR. BROWN ALSO SPENDS AN AVERAGE OF 2.0 HOURS EACH PER WEEK SERVING AS A DIRECTOR OF SIMR, SSEI, BVC, AND BVD. DAVID A. WELTE IS A FULL TIME EMPLOYEE, 40 HOURS PER WEEK, OF SRM. MR. WELTE ALSO SPENDS AN AVERAGE OF 2.0 HOURS EACH PER WEEK SERVING AS A DIRECTOR OF SRM, SREHC, AND SSEI. RODERICK L. STURGEON IS A FULL TIME EMPLOYEE, 40 HOURS PER WEEK, OF SRM. MR. STURGEON ALSO SPENDS AN AVERAGE OF 2.0 HOURS EACH PER WEEK SERVING AS A DIRECTOR OF SRM, SIMR, SREHC, SSEI, AND BVD. WILLAM B. NEAVES IS A FULL TIME EMPLOYEE, 40 HOURS PER WEEK, OF SIMR. MR. NEAVES ALSO SPENDS AN AVERAGE OF 2.0 HOURS EACH PER WEEK SERVING AS A DIRECTOR OF SRM, BVC, AND BVD. DAVID M. CHAO IS A FULL TIME EMPLOYEE, 40 HOURS PER WEEK, OF SIMR. MR. CHAO ALSO SPENDS AN AVERAGE OF 2.0 HOURS EACH PER WEEK SERVING AS A DIRECTOR OF SRM AND BVD. ROBERT E. KRUMLAUF IS A FULL TIME EMPLOYEE, 40 HOURS PER WEEK, OF SIMR. MR. KRUMLAUF ALSO SPENDS AN AVERAGE OF 2.0 HOURS EACH PER WEEK SERVING AS A DIRECTOR OF SRM.
Other changes in net assets or fund balances Form 990, Part XI, Line 5 Actuarial Loss on Annuity $(634,439) Unrealized Loss on Investments (172,617) Rounding (1) --------- Other changes in net assets or fund balances (807,057) =========
FORM 990, PART III, LINE 4   2010 Program Service Accomplishments The Stowers Institute for Medical Research ("SIMR") is a private, nonprofit medical research organization. SIMR was founded in 1994 by Jim and Virginia Stowers, two cancer survivors who have dedicated their fortune to supporting basic research in cell and molecular biology that will provide long-term solutions to gene-based diseases. SIMR conducts basic biomedical research in the public interest that will ultimately provide a greater understanding of the genes and proteins that control how cells in our bodies multiply, form tissues, and die. Like a growing number of scientists today, Institute scientists are convinced that by studying the basic biology of cells they will discover how genes cause many diseases, including cancer, diabetes, and dementia. Basic research conducted at SIMR should point the way to the development of new preventions, treatments, and cures for genetic diseases. 2010 Notable Research Results In 2010, SIMR research teams made discoveries meriting publication in leading peer reviewed scientific journals - 54 papers in all. SIMR research teams also published 44 reviews, commentaries, chapters, and two books. Highlights among 2010's published papers include: The Si Lab published results that suggest that ApCPEB acts as a self-sustaining prion-like protein in the nervous system, enabling it to play a role in memory formation. (February 5 issue of Cell). The Shilatifard Lab, in collaboration with the Conaway Lab and the Proteomics Center, identified a protein called AFF4 that associates with mutant proteins commonly found in mixed lineage leukemia and that may be a key regulator of leukemia development. (February 12 issue of Molecular Cell). The Mak Lab reported novel defects that result in expansion of lipid droplets in the roundworm Caenorhabditis elegans, contributing to the elucidation of cellular pathways that regulate fat storage. (March 9 issue of the Proceedings of the National Academy of Sciences and published online on February 22). The Kulesa Lab and the Microscopy Center showed that multicolor cell labeling and multispectral imaging enable more accurate cell tracking in the chick neural crest, an important developmental structure. (September 24 issue of BMC Developmental Biology). The Baumann Lab collaborated with Bill Neaves, Ph.D., President Emeritus, the Microscopy Center, and the Reptile and Aquatics Facility to reveal unique aspects of meiosis in parthenogenetic whiptail lizards that enable these female lizards to preserve existing genetic variation when reproducing asexually. (March 11 issue of Nature and published online on February 21). The Yu Lab showed that high and low concentrations of pheromones activate different subsets of neurons, helping to explain how mammalian species respond differently to different concentrations of pheromone cues. (June 2 issue of the Journal of Neuroscience). The Gibson Lab discovered and characterized a novel red fluorescent protein in the sea anemone Nematostella vectensis, defining Nematostella as a new model organism for studying the natural functions of fluorescent proteins. (Published online in PLoS ONE on July 27). The Hawley Lab provided the first direct evidence that the protein calcineurin is essential for the completion of meiosis in Drosophila oocytes. (August 15 issue of Developmental Biology and published online on June 16) The Workman Lab, in collaboration with the Abmayr Lab, Proteomics Center, and Bioinformatics Research, revealed that a protein complex called ATAC helps to modulate the cellular response to osmotic stress. (September 3 issue of Cell). The Krumlauf Lab demonstrated that the protein Wise regulates the well-studied Wnt protein signaling pathway to control tooth development, including tooth number and shape. (October issue of Development and published online on August 19). The Blanchette Lab, in collaboration with scientists outside the Institute, reported a novel aspect of the exon junction complex (EJC), a protein complex that assembles on messenger RNA as a consequence of splicing, or the removal of non-coding sequences called introns. (October issue of Nature Structural and Molecular Biology and published online on September 5).
FORM 990, PART III, LINE 4   The Jaspersen Lab, in collaboration with scientists outside the Institute, revealed an unexpected relationship between the yeast protein Mps3, components of the nuclear pore complex, and lipids of nuclear membrane. (November issue of Genetics and published online on August 16). The Rong Li Lab, in collaboration with the Proteomics Center, Molecular Biology, and Bioinformatics Research, demonstrated how aneuploidy in budding yeast can cause changes in gene expression and confer a growth advantage in certain environmental conditions. (November 11 issue of Nature and published online on October 20). The Xie Lab published work showing how the protein Lissencephaly-l may regulate the self-renewal state of adult stem cells. (November 16 issue of the Proceedings of the National Academy of Sciences and published online on November 1). The Gerton Lab, in collaboration with the Workman Lab and the Proteomics Center, uncovered the roles of two proteins, Psh1 and Scm3, in helping to ensure the presence of only one centromere per chromosome. (November 12 issue of Molecular Cell). Comprehensive List of 2010 Original Research Papers; Reviews, Commentaries or Chapters; and Books Original Research Papers Ahn Y, Sanderson BW, Klein OD, Krumlauf R. Inhibition of Wnt signaling by Wise (Sostdc1) and negative feedback from Shh controls tooth number and patterning. Development. 2010;137:3221-3231. Blin G, Nury D, Stefanovic S, Neri T, Guillevic 0, Brinon B, Bellamy V, Rucker-Martin C, Barbry P, Bel A, Bruneval P, Cowan C, Pouly J, Mitalipov S, Gouadon E, Binder P, Hagege A, Desnos M, Renaud JF, Menasche P, Puceat M. A purified population of multipotent cardiovascular progenitors derived from primate pluripotent stem cells engrafts in postmyocardial infarcted nonhuman primates. J Clin Invest. 2010;120:1125-1139. Bosl WJ, Li R. The role of noise and positive feedback in the onset of autosomal dominant diseases. BMC Syst Biol. 2010;4:93. Cai Y, Jin J, Swanson SK, Cole MD, Choi SH, Florens L, Washburn MP, Conaway JW, conaway RC. Subunit composition and substrate specificity of a MOF-containing histone acetyltransferase distinct from the male-specific lethal (MSL) complex. J BioL Chem. 2010;285:4268-4272. Chen S, Kaneko S, Ma X, Chen X, Ip YT, Xu L, Xie T. Lissencephaly-l controls germline stem cell self-renewal through modulating bone morphogenetic protein signaling and niche adhesion. Proc Natl Acad Sci USA. 2010;107:19939-19944. D'Angiolella V, Donato V, Vijayakumar S, Saraf A, Florens L, Washburn MP, Dynlacht B, Pagano M. SCF(Cyclin F) controls centrosome homeostasis and mitotic fidelity through CP110 degradation. Nature. 2010;466:138-142. Egli D, Eggan K. Recipient cell nuclear factors are required for reprogramming by nuclear transfer. Development. 2010;137:1953-1963. Eldakak A, Rancati G, Rubinstein B, Paul P, Conaway V, Li R. Asymmetrically inherited multidrug resistance transporters are recessive determinants in cellular replicative ageing. Nat Cell Biol. 2010;12:799-805. Fournier ML, Paulson A, Pavelka N, Mosley AL, Gaudenz K, Bradford WD, Glynn E, Li H, Sardiu ME, Fleharty B, Seidel C, Florens L, Washburn MP. Delayed correlation of mRNA and protein expression in rapamycin-treated cells and a role for Ggc1 in cellular sensitivity to rapamycin. Mol Cell Proteomics. 2010;9:271-284. Govind CK, Qiu H, Ginsburg DS, Ruan C, Hofmeyer K, Hu C, Swaminathan V, Workman JL, Li B, Hinnebusch AG. Phosphorylated Pol II CTD recruits multiple HDACs, including Rpd3C(S), for methylation-dependent deacetylation of ORF nucleosomes. Mol Cell. 2010;39:234-246. He J, Ma L, Kim S, Schwartz J, Santilli M, Wood C, Durnin MH, Yu CR. Distinct Signals Conveyed to Pheromone Concentrations to the Mouse Vomeronasal Organ. J Neurosci. 2010;30:7473-7483. Helston RM, Box JA, Tang W, Baumann P. Schizosaccharomyces cryophilus sp. nov., a new species of fission yeast. FEMS Yeast Res. 2010;10:779-786. Herz HM, Madden LD, Chen Z, Bolduc C, Buff E, Gupta R, Davuluri R, Shilatifard A, Hariharan IK, Bergmann A. The H3K27me3 demethylase dUTX is a suppressor of Notch and Rb-dependent tumors in Drosophila. Mol Cell Biol. 2010;30:2485-2497. Hewawasam G, Shivaraju M, Mattingly M, Venkatesh S, Martin-Brown S, Florens L, Workman JL, Gerton JL. Psh1 Is an E3 Ubiquitin Ligase that Targets the Centromeric Histone Variant Cse4. Mol Cell. 2010;40:444-454. Ikmi A, Gibson MC. Identification and in vivo characterization of NvFP-7R, a developmentally regulated red fluorescent protein of Nematostella vectensis. PLoS Biol. 2010;5:EI1807. Kasemeier-Kulesa JC, McLennan R, Romine MH, Kulesa PM, Lefcort F. CXCR4 controls ventral migration of sympathetic precursor cells. J Neurosci. 2010;30: 13078-13088. Kim JH, Saraf A, Florens L, Washburn M, Workman JL. Gcn5 regulates the dissociation of SWI/SNF from chromatin by acetylation of Swi2/Snf2. Genes Dev. 2010;24:2766-2771. Korfali N, Wilkie GS, Swanson SK, Srsen V, Batrakou DG, Fairley EA, Malik P, Zuleger N, Goncharevich A, de Las Heras J, Kelly DA, Kerr AR, Florens L, Schirmer EC. The leukocyte nuclear envelope proteome varies with cell activation and contains novel transmembrane proteins that affect genome architecture. Mol Cell Proteomics. 2010;9:2571-2585.
FORM 990, PART III, LINE 4   Kristensen dM, Kannan L, Coleman MK, Wolf YI, Sorokin A, Koonin EV, Mushegian A. A Low-Polynomial Algorithm For Assembling Clusters of Orthologous Groups From Intergenomic Symmetric Best Matches. Bioinformatics. 2010. Kristensen DM, Mushegian AR, Dolja VV, Koonin EV. New dimensions of the virus world discovered through metagenomics. Trends Microbiol. 2010;18:11-19. Kulesa PM, Gammill LS. Neural crest migration: Patterns, phases and signals. Dev BioL. 2010;344:566-568. Kulesa PM, Teddy JM, Smith M, Alexander R, Cooper CH, Lansford R, McLennan R. Multispectral fingerprinting for improved in vivo cell dynamics analysis. BMC Dev Biol. 2010;10:101. Kwon SH, Florens L, Swanson SK, Washburn MP, Abmayr SM, Workman JL. Heterochromatin protein 1 (HP1) connects the FACT histone chaperone complex to the phosphorylated CTD of RNA polymerase II. Genes Dev. 2010;24:2133-2145. Lang C, Grava S, Finlayson M, Trimble R, Philippsen P, Jaspersen SL. Structural mutants of the spindle pole body cause distinct alteration of cytoplasmic microtubules and nuclear dynamics in multinucleated hyphae. Mol BioL Cell. 2010;21:753-766. Lang C, Grava S, van den Hoorn T, Trimble R, Philippsen P, Jaspersen SL. Mobility, microtubule nucleation and structure of microtubule-organizing centers in multinucleated hyphae of Ashbya gossypii. Mol BioL Cell. 2010;21:18-28. Lin C, Smith ER, Takahashi H, Lai KC, Martin-Brown S, Florens L, Washburn MP, Conaway JW, Conaway RC, Shilatifard A. AFF4, a component of the ELL/P-TEFb elongation complex and a shared subunit of MLL chimeras, can link transcription elongation to leukemia. Mol Cell. 2010;37:429-437. Lu S, Goering M, Gard S, Xiong B, McNairn AJ, Jaspersen SL, Gerton JL. Eco1 is important for DNA damage repair in S. cerevisiae. Cell Cycle. 2010;9:1-13. Lutes AA, Neaves WB, Baumann DP, Wiegraebe W, Baumann P. Sister chromosome pairing maintains heterozygosity in parthenogenetic lizards. Nature. 2010;464:283-286. Mastushita-Sakai T, White-Grindley E, Samuelson J, Seidel C, Si K. Drosophila Orb2 targets genes involved in neuronal growth, synapse formation, and protein turnover. Proc Natl Acad Sci USA. 2010;107:11987-11992. McLennan R, Kulesa PM. Neuropilin-1 interacts with the second branchial arch microenvironment to mediate chick neural crest cell dynamics. Dev Dyn. 2010;239:1664-1673. McLennan R, Teddy JM, Kasemeier-Kulesa JC, Romine MH, Kulesa PM. Vascular endothelial growth factor (VEGF) regulates cranial neural crest migration in vivo. Dev BioL. 2010;339:114-125. Mogilner A, Rubinstein B. Actin disassembly 'clock' and membrane tension determine cell shape and turning: a mathematical model. J Phys Condensed Matter. 2010;22:194118. Mohan M, Herz HM, Takahashi YH, Lin C, Lai KC, Zhang Y, Washburn MP, Florens L, Shilatifard A. Linking H3K79 trimethylation to Wnt signaling through a novel Dot1-containing complex (DotCom). Genes Dev. 2010;24:574-589. Niakan KK, Ji H, Maehr R, Vokes SA, Rodolfa KT, Sherwood RI, Yamaki M, Dimos JT, Chen AE, Melton DA, McMahon AP, Eggan K. Sox17 promotes differentiation in mouse embryonic stem cells by directly regulating extraembryonic gene expression and indirectly antagonizing self-renewal. Genes Dev. 2010;24:312-326. Nugent RL, Johnsson A, Fleharty B, Gogol M, Xue-Franzen Y, Seidel C, Wright AP, Forsburg SL. Expression profiling of S. pombe acetyltransferase mutants identifies redundant pathways of gene regulation. BMC Genomics. 2010;11:59. Ozbudak EM, Tassy O, Pourquie O. Spatiotemporal compartmentalization of key physiological processes during muscle precursor differentiation. Proc Natl Acad Sci USA. 2010;107:4224-4229. Pattenden SG, Gogol MM, Workman JL. Features of cryptic promoters and their varied reliance on bromodomain-containing factors. PLoS One. 2010;5:e12927. Pavelka N, Rancati G, Zhu J, Bradford WD, Saraf A, Florens L, Sanderson BW, Hattem GL, Li R. Aneuploidy confers quantitative proteome changes and phenotypic variation in budding yeast. Nature. 2010;468:321-325. Pyrgaki C, Trainor P, Hadjantonakis AK, Niswander L. Dynamic imaging of mammalian neural tube closure. Dev BioL. 2010;344:941-947. Sauliere J, Haque N, Harms S, Barbosa I, Blanchette M, Le Hir H. The exonjunction complex differentially marks spliced junctions. Nat Struct Mol BioL. 2010;17:1269-1271. Si K, Choi YB, White-Grindley E, Majumdar A, Kandel ER. Aplysia CPEB can form prionlike multimers in sensory neurons that contribute to long-term facilitation. Cell. 2010;140:421-435. Smith KT, Martin-Brown SA, Florens L, Washburn MP, Workman JL. Deacetylase inhibitors dissociate the histone-targeting ING2 subunit from the Sin3 complex. Chem BioL (Lond). 2010;17:65-73. Suganuma T, Mushegian A, Swanson SK, Abmayr SM, Florens L, Washburn MP, Workman JL. The ATAC Acetyltransferase Complex Coordinates MAP Kinases to Regulate JNK Target Genes. Cell. 2010;142:726-736.
FORM 990, PART III, LINE 4   Takeo S, Hawley RS, Aigaki T. Calcineurin and its regulation by Sra/RCAN is required for completion of meiosis in Drosophila. Dev BioL. 2010;344:957-967. Warren L, Manos PD, Ahfeldt T, Loh YH, Li H, Lau F, Ebina W, Mandal PK, Smith ZD, Meissner A, Daley GQ, Brack AS, Collins JJ, Cowan C, Schlaeger TM, Rossi DJ. Highly efficient reprogramming to pluripotency and directed differentiation of human cells with synthetic modified mRNA. Cell Stem Cell. 2010;7:618-630. Witkin KL, Friederichs JM, Cohen-Fix O, Jaspersen SL. Changes in the Nuclear Envelope Environment Affect Spindle Pole Body Duplication in Saccharomyces cerevisiae. Genetics. 2010;186:867-883. Xia S, Li X, Johnson T, Seidel C, Wallace DP, Li R. Polycystin-dependent fluid flow sensing targets histone deacetylase 5 to prevent the development of renal cysts. Development. 2010;137:1075-1084. Xiong B, Lu S, Gerton JL. Hos1 is a lysine deacetylase for the smc3 subunit of cohesin. Curr Biol. 2010;20:1660-1665. Zeng Y, Li H, Schweppe NM, Hawley RS, Gilliland WD. Statistical analysis of nondisjunction assays in Drosophila. Genetics. 2010;186:505-513. Zhang D, O'Neil M F, Cunningham MT, Fan F, Olyaee M, Li L. Abnormal Wnt signaling and stem cell activation in reactive lymphoid tissue and low-grade marginal zone lymphoma. Leuk Lymphoma. 2010;51:906-910. Zhang SO, Mathur S, Hattem G, Tassy o, Pourquie o. Sex-dimorphic gene expression and ineffective dosage compensation of Z-linked genes in gastrulating chicken embryos. BMC Genomics. 2010;11:13. Zhang SO, Trimble R, Guo F, Mak HY. Lipid droplets as ubiquitous fat storage organelles in C. elegans. BMC Cell Biol. 2010;11:96. Zhang Y, Wen Z, Washburn MP, Florens L. Refinements to label free proteome quantitation: how to deal with peptides shared by multiple proteins. Anal Chem. 2010;82:2272-2281. Reviews, Commentaries or Chapters Aulehla A, Pourquie o. Signaling gradients during paraxial mesoderm development. Cold Spring Harb Perspect Biol. 2010;2:a000869 . Baumann P, Price C. Potl and telomere maintenance. FEBS Lett. 2010;584:3779-3784. Benazeraf B, Francois P, Baker RE, Denans N, Little CD, Pourquie O. A random cell motility gradient downstream of FGF controls elongation of an amniote embryo. Nature. 2010;466:248-252. Bose T, Gerton J. Cohesinopathies, gene expression, and chromatin organization. J Cell Biol. 2010;189:201-210. Bryan TM, Baumann P. G-quadruplexes: from guanine gels to chemotherapeutics. Methods Mol Biol. 2010;608:1-16. Eissenberg JC, Shilatifard A. Histone H3 lysine 4 (H3K4) methylation in development and differentiation. Dev Biol. 2010;339:240-249. Gilmore JM, Washburn MP. Advances in shotgun proteomics and the analysis of membrane proteomes. J Proteomics. 2010;73:2078-2091. Haralalka S, Abmayr SM. Myoblast fusion in Drosophila. Exp Cell Res. 2010;316:3007-3013. Herz HM, Shilatifard A. The JARID2-PRC2 duality. Genes Dev. 2010;24:857-861. Ichida JK, Kiskinis E, Eggan K. Shushing down the epigenetic landscape towards stem cell differentiation. Development. 2010;137:2455-2460. Inman K, Ezin M, Bronner-Fraser M, Trainor P. Role of Cardiac Neural Crest Cells in orphogenesis of the Heart and Great Vessels. Heart Development and Regeneration. 1st ed. Amsterdam: Elsevier/Academic Press; 2010;1:417-434.
FORM 990, PART III, LINE 4   Kim JH, Workman JL. Histone acetylation in heterochromatin assembly. Genes Dev. 2010;24:738-740. Kiskinis E, Eggan K. Progress toward the clinical application of patient-specific pluripotent stem cells. J Clin Invest. 2010;120:51-59. Krumlauf R, Levine M. Gene expression and development. Special introduction. Dev Biol. 2010;339:224. Kulesa PM, Bailey CM, Cooper C, Fraser SE. In ovo live imaging of avian embryos. Cold Spring Harb Protoc. 2010;2010:pdb prot5446. Kulesa PM, Bailey CM, Kasemeier-Kulesa JC, McLennan R. Cranial neural crest migration: New rules for an old road. Dev Biol. 2010;344:543-554. Lee JS, Smith E, Shilatifard A. The language of histone crosstalk. Cell. 2010;142:682-685. Li L, Clevers H. Coexistence of quiescent and active adult stem cells in mammals. Science. 2010;327:542-545. Li R. Myosin-II Puts the Squeeze on Asymmetric Cell Division. Dev Cell. 2010;19:639-640. Li R, Bowerman B. Symmetry breaking in biology. Cold Spring Harb Perspect Biol. 2010;2:a003475. Mohan M, Lin C, Guest E, Shilatifard A. Licensed to elongate: a molecular mechanism for MLL-based leukaemogenesis. Nat Rev Cancer. 2010;10:721-728. Pavelka N, Rancati G, Li R. Dr Jekyll and Mr Hyde: role of aneuploidy in cellular adaptation and cancer. Curr Opin Cell Biol. 2010;22:809-15. Perry JM, Li L. Functional assays for hematopoietic stem cell self-renewal. Methods Mol Biol. 2010;636:45-54. Sarthy JF, Baumann P. Apollo-Taking the Lead in Telomere Protection. Mol Cell. 2010;39:489-491. Shen R, Xie T. NANOS: a germline stem cell's Guardian Angel. J Mol Cell Biol. 2010;2:76-77. Slaughter BD, Li R. Toward Quantitative "in vivo biochemistry" with Fluorescence Fluctuation Spectroscopy. Mol Biol Cell. 2010;21:4306-4311. Slaughter BD, Smith SE, Li R. Symmetry breaking in the life cycle of the budding yeast. In: R Li, and B Bowerman, eds. Symmetry Breaking in Biology. Cold Spring Harbor, N.Y.: Cold Spring Harbor Laboratory Press; 2010:99-116. Smith E, Shilatifard A. The Chromatin Signaling Pathway: Diverse Mechanisms of Recruitment of Histone-Modifying Enzymes and Varied Biological Outcomes. Mol Cell. 2010;40:689-701. Steen J, Morrison JA, Kulesa PM. Multi-position photoactivation and multi-time acquisition for large-scale cell tracing in avian embryos. Cold Spring Harb Protoc. 2010;2010:pdb prot5447. Suganuma T, Workman JL. Features of the PHF8/KIAA1718 histone demethylase. Cell Res. 2010;20:861-862. Suganuma T, Workman JL. WD40 repeats arrange histone tails for spreading of silencing. J Mol Cell Biol. 2010;2:81-83. Sugimura R, Li L. Noncanonical Wnt signaling in vertebrate development, stem cells, and diseases. Birth Defects Res C Embryo Today. 2010;90:243-256. Sugimura R, Li L. Shifting in balance between osteogenesis and adipogenesis substantially influences hematopoiesis. J Mol Cell Biol. 2010;2:61-62. Takahashi YH, Shilatifard A. Structural basis for H3K4 trimethylation by yeast Set1/COMPASS. Adv Enzyme Regul. 2010;50:104-110. Tenzen T, Zembowicz F, Cowan CA. Genome modification in human embryonic stem cells. J Cell Physiol. 2010;222:278-281. Trainor P A. Craniofacial birth defects: The role of neural crest cells in the etiology and pathogenesis of Treacher Collins syndrome and the potential for prevention. Am J Med Genet A. 2010. Vilhais-Neto GC, Maruhashi M, Smith KT, Vasseur-Cognet M, Peterson AS, Workman JL, Pourquie O. Rere controls retinoic acid signalling and somite bilateral symmetry. Nature. 2010;463:953-957. Washburn MP. Driving biochemical discovery with quantitative proteomics [published ahead of print October 1 2010]. Trends Biochem Sci. 2010. Weake VM, Workman JL. Inducible gene expression: diverse regulatory mechanisms. Nat Rev Genet. 2010;11:426-437. Xiong B, Gerton JL. Regulators of the cohesin network. Annu Rev Biochem. 2010;79:131-153. Yin T, Li L. Fountain of Youth: aged blood-forming stem cells could be rejuvenated by young microenvironment. Cell Res. 2010;20:504-505. Zeitlinger J, Stark A. Developmental gene regulation in the era of genomics. Dev Biol. 2010;339:230-239.
FORM 990, PART III, LINE 4   Zhang SO, Box AC, Xu N, Le Men J, Yu J, Guo F, Trimble R, Mak HY. Genetic and dietary regulation of lipid droplet expansion in Caenorhabditis elegans. Proc Natl Acad Sci USA. 2010;107:4640-4645. Books Baumann P. G-Quadruplex DNA. Vol 608: Springer Verlag, Humana Press; 2010. Li R, Bowerman B. Symmetry Breaking in Biology, 1st ed. Cold Spring Harbor, N.Y., Cold Spring Harbor Laboratory Press. 2010. Competitive Research Grant Funding & Research Awards & Distinctions The ability of Stowers Institute scientists to receive increasing numbers of competitively awarded research grants attests to the high level of research productivity present at the Institute. During 2010, Stowers scientists worked with the support of 21 grants and fellowships from the National Institutes of Health, two grants and one fellowship from the American Cancer Society, one award from Alex's Lemonade Stand Foundation, two fellowships from The Leukemia and Lymphoma Society, one award from the Klingenstein Fund, one award from the McKnight Foundation, one grant from the Greater Kansas City Community Foundation, one Hudson Prize from the M.R. and Evelyn Hudson Foundation, one award from the Kansas City Area Life Sciences Institute, one March of Dimes award, one award from the Midwest Cancer Alliance, one Pew Scholar Award, one award from the Burroughs Wellcome Fund, one investigator award from the Howard Hughes Medical Institute, and one fellowship from The Jane Coffin Childs Memorial Fund. With new and recurring grant support, the Institute is receiving more than $5 million a year in research funding to supplement the income from its endowments. Testifying to the high level of achievement taking place at the Institute are the awards and honors Institute scientists received in 2010: R. Scott Hawley, Ph.D., Investigator, received an American Cancer Society grant, effective in January. Ali Shilatifard, Ph.D., Investigator, received two National Institutes of Health grants, effective in March and December, and an Innovation Award from Alex's Lemonade Stand Foundation, effective in July. Paul Trainor, Ph.D., Associate Investigator, received a National Institutes of Health grant, effective in July, was a sub-recipient on another National Institutes of Health grant from the University of Kansas Medical Center, effective in July, and was a subrecipient on a Kansas City Area Life Sciences Institute grant from the University of Missouri-Kansas City, effective in August. Joan Conaway, Ph.D., Investigator, and Ronald Conaway, Ph.D., Investigator, received a National Institutes of Health grant, effective in July. Kausik Si, Ph.D., Assistant Investigator, received the 2010 Hudson Prize from the M.R. and Evelyn Hudson Foundation, effective in July. Erin Guest, Ph.D., Visiting Scientist in the Shilatifard Lab, received a Midwest Cancer Alliance grant, effective in July. Laurence Florens, Ph.D., Head of Proteomics, was a sub-recipient on a National Institutes of Health grant from the University of California, Riverside, effective in September. Caleb Bailey, Ph.D., Postdoctoral Research Associate in the Kulesa Lab, received a Ruth L. Kirschstein National Research Service Award from the National Institutes of Health, effective in September. Linheng Li, Ph.D., Investigator, was elected as a Fellow of the American Association for the Advancement of Science in the Section on Medical Sciences in December. Cooperation Agreements and Collaborations
FORM 990, PART III, LINE 4   The Stowers Institute continued collaborations in 2010 with hospitals in Kansas City (Children'S Mercy and St. Luke's) and in Boston (Massachusetts General Hospital and Children's Hospital Boston). The Institute also collaborates with University of Missouri at Kansas City, University of Kansas, Howard Hughes Medical Institute, Harvard University, Harvard Stem Cell Institute, Harvard Medical School, Broad Institute, and Columbia University, most of which are associated with teaching and research hospitals. Additional collaborations occurred in 2010 with University of California at San Francisco; INSERM U633, Avenir Program, Embryonic Stem Cells and Cardiogenesis, Evry, France; University Montpellier II, France; University Paris Descartes, France; CNRS-UMR 8162, Universite Paris-Sud; Hopital Marie Lannelongue, Le Plessis Robinson, France; CNRS University of Nice Sophia Antipolis; Institut de Pharmacologie Moleculaire et Cellulaire, Nice, France; Assistance Publique-Hopitaux de Paris (AP-HP); Hopital Europeen Georges-Pompidou; Oregon National Primate Research Center; Institut de Medecine Aerospatiale du Service de Sante des Armees (IMASSA), Bretigny sur Orge, France; Dartmouth Medical School; University of Massachusetts Medical School; New York University School of Medicine; National Institute of Child Health and Human Development; Oakland University; University of Texas Southwestern Medical Center; M. D. Anderson Cancer Center; University of California at Berkeley; Wistar Institute; The Open University; Montana State University; Wellcome Trust; National Center for Biotechnology Information; Oregon State University; University of Minnesota; California Institute of Technology; Biozentrum University of Basel; University of California, Davis; Johns Hopkins Bloomberg School of Public Health; University of Southern California; Karolinska Institutet, Sodertorn University; Institut de Genetique et de Biologie Moleculaire et Cellulaire; Institut National de la Sante et de la Recherche Medicale; Centre National de la Recherche Scientifique, Universite de Strasbourg; University of Colorado; SloanKettering Institute; Centre National de la Recherche Scientifique UMR8197, Paris, France; Kavli Institute for Brain Science; Tokyo Metropolitan University; Immune Disease Institute; DanaFarber Cancer; Boston University; Brigham and Women's Hospital; National Institute of Diabetes and Digestive and Kidney Diseases; National Institutes of Health; Medical College of Wisconsin; Kansas City University of Medicine and Biosciences; DePaul University; University of Cincinnati; The Rockefeller University; University of Oxford; Saint Louis University School of Medicine; Hubrecht Institute; University of Oregon; Center for Regenerative Medicine; Cardiovascular Research Center; Universite' Paris Descartes; Genentech; and Research Institute of Molecular Pathology. Independent Research Program Leaders Laboratories Individual scientists at the Stowers Institute specialize in the study of one or more particular genes, each of which may cause or have influence in various kinds of disease. A comprehensive list of research leaders follows. Robert Krumlauf, Ph.D., Scientific Director and Investigator, joined the Stowers Institute in 2000 from England's National Institute for Medical Research, The Ridgeway, Mill Hill, London, where he was head of the Division of Developmental Neurobiology. Dr. Krumlauf received a Ph.D. in developmental biology from Ohio State University. Research Focus: AnalysiS of molecular pathways that regulate how the mammalian head, brain and nervous system are built, using a variety of vertebrate model systems. Susan Abmayr, Ph.D., Associate Investigator, joined the Stowers Institute in 2003 from the Pennsylvania State University where she served as Associate Professor of Molecular Genetics. She earned a Ph.D. in biochemistry and molecular biology from the Rockefeller University and completed postdoctoral training in the Department of Biochemistry and Molecular Biology at Harvard University under the direction of Professor Tom Maniatis. Research Focus: Molecular genetics of cell fate specification and differentiation in Drosophila, using the embryonic development of the musculature as a model system.
FORM 990, PART III, LINE 4   Peter Baumann, Ph.D., Associate Investigator and Howard Hughes Medical Institute Early Career Scientist, joined the Stowers Institute in 2002 after completing a Howard Hughes Medical Institute postdoctoral fellowship in the laboratory of Dr. Thomas R. Cech at the University of Colorado-Boulder. Dr. Baumann received a Ph.D. in biochemistry from the Imperial Cancer Research Fund and University College, London. Research Focus: Functional analysis of telomeres and their roles in cellular immortality and cancer. Marco Blanchette, Ph.D., Assistant Investigator, joined the Stowers Institute in 2006 from a postdoctoral position with Dr. Donald C. Rio at the University of California-Berkeley where he was recipient of a Human Frontier Long-Term Fellowship. Dr. Blanchette received a Ph.D. degree in microbiology from the Universite de Sherbrooke, Canada. Research Focus: Functional genomic analysis of the mechanisms controlling alternative pre-mRNA splicing. Joan Conaway, Ph.D., Investigator,joined the Stowers Institute in 2001 from the Oklahoma Medical Research Foundation where she was an Associate Investigator of the Howard Hughes Medical Institute and interim head of the program in Molecular and Cell Biology. Dr. Conaway received her doctorate in cell biology from Stanford University School of Medicine. Research Focus: Analysis of the molecular mechanism and regulation of gene transcription. Ronald Conaway, Ph.D., Investigator, joined the Stowers Institute in 2001 from the Oklahoma Medical Research Foundation where he was holder of the Chapman Chair in Medical Research. Dr. Conaway received his Ph.D. in biochemistry from Stanford University School of Medicine. Research Focus: Analysis of the molecular mechanism and regulation of gene transcription. Jennifer Gerton, Ph.D., Associate Investigator, joined the Stowers Institute in 2002 from a postdoctoral fellowship in the laboratory of Dr. Joseph DeRisi in the Department of Biochemistry and Biophysics at the University of California-San Francisco. Dr. Gerton received a Ph.D. in microbiology and immunology from Stanford University. Research Focus: Genomic and genetic analysis of chromosome segregation and chromosome dynamics. Matthew Gibson, Ph.D., Assistant Investigator, joined the Stowers Institute in 2006 from a Jane Coffin Childs Memorial Fund postdoctoral fellowship with Dr. Norbert Perrimon at Harvard Medical School. Dr. Gibson received a Ph.D. in zoology from the University of Washington. Research Focus: Genetic analysis of mechanisms controlling signal transduction, cell proliferation, and epithelial morphogenesis during Drosophila development. R. Scott Hawley, Ph.D., Investigator, joined the Stowers Institute in 2001 from the University of California-Davis where he was a professor of genetics in the Molecular and Cellular Biology section. Dr. Hawley earned a Ph.D. in genetics from the University of Washington and completed postdoctoral training as a Helen Hay Whitney Fellow at the Institute for Cancer Research in Philadelphia. Research Focus: Investigation of mechanisms that influence how chromosomes pair and segregate during meiosis using Drosophila as an experimental system. Sue Jaspersen, Ph.D., Assistant Investigator, joined the Stowers Institute in 2005 from the laboratory of Dr. Mark Winey at the University of Colorado-Boulder where she was a Keck Foundation Fellow, a Helen Hay Whitney Fellow, and the recipient of a Leukemia & Lymphoma Society Career Development Award. Dr. Jaspersen holds a Ph.D. in biochemistry from the University of California-San Francisco. Research Focus: Inner nuclear membrane protein localization and role in chromosome positioning and segregation.
FORM 990, PART III, LINE 4   Linheng Li, Ph.D., Investigator, joined the Stowers Institute in 2000 from the University of Washington Medical Center where he held a faculty appointment after completing postdoctoral training in the laboratory directed by Dr. Leroy Hood. Dr. Li earned his Ph.D. in molecular and cellular biology from New York University Medical School under the mentoring of Dr. Edward Ziff. Research Focus: Investigation of molecular and genetic pathways controlling adult stem cell development in the hematopoietic and intestinal systems using transgenic and gene targeting animal model approaches. Rong Li, Ph.D., Investigator, joined the Stowers Institute in 2005 from the Department of Cell Biology at Harvard Medical School where she served as an Associate Professor. She earned a Ph.D. in cell biology at the University of California-San Francisco with Dr. Andrew Murray and held a Damon Runyon-Walter Winchell Cancer Research Fellowship as a postdoctoral associate with Dr. David Drubin at the University of California-Berkeley. Research Focus: Mechanism of cell polarization and cell motility, genome dynamics and cellular evolvability, and epithelial tissue morphogenesis. Ho Yi Mak, Ph.D., Assistant Investigator, joined the Stowers Institute in 2006 from a Human Frontier Science Program postdoctoral fellowship in the laboratory of Dr. Gary Ruvkun at Harvard Medical School. Dr. Mak received a Ph.D. in molecular pathology from the Imperial Cancer Research Fund and University College, London. Research Focus: Analysis of molecular pathways that regulate cellular fat storage in response to nutrient availability and lipid metabolism. Ali Shilatifard, Ph.D., Investigator, joined the Stowers Institute in 2007 from the Saint Louis University School of Medicine where he was a Professor of Biochemistry and Associate Director for Basic Sciences at the Saint Louis University Cancer Center. Dr. Shilatifard earned a Ph.D. in biochemistry from the University of Georgia and the University of Oklahoma School of Medicine and completed postdoctoral training as a Jane Coffin Childs Fellow at the Oklahoma Medical Research Foundation. Research Focus: Molecular pathway of leukemogenesis.
FORM 990, PART III, LINE 4   Kausik Si, Ph.D., Assistant Investigator, joined the Stowers Institute in 2005 from the laboratory of Dr. Eric Kandel at Columbia University Center for Neurobiology and Behavior where he was a Jane Coffin Childs Fellow and a Francis Goelet Fellow in Neuroscience. Dr. Si earned a Ph.D. in molecular biology from the Albert Einstein College of Medicine. Research Focus: Role of synaptic protein synthesis in information acquisition and memory storage. Paul Trainor, Ph.D., Associate Investigator, joined the Stowers Institute in 2001 from a research position at the National Institute for Medical Research at Mill Hill, London, where he completed postdoctoral training. Dr. Trainor has a Ph.D. in developmental biology from Children's Medical Research Institute at the University of Sydney, Australia. Research Focus: Investigation of the interactions between distinct tissues in the body and their regulation during normal development to reveal pathways that regulate normal cranial and facial development. Jerry Workman, Ph.D., Investigator, joined the Stowers Institute in 2003 from the Pennsylvania State University where he held the Paul Berg Professorship of Biochemistry and was an Associate Investigator of the Howard Hughes Medical Institute. Dr. Workman earned a Ph.D. in cell and molecular biology from the University of Michigan and completed postdoctoral training at the Rockefeller University with Dr. Bob Roeder. Research Focus: Study of the protein complexes that modifY chromatin. Ting Xie, Ph.D., Investigator, joined the Stowers Institute in 2000 after completing a Howard Hughes Medical Institute postdoctoral fellowship in the laboratory of Dr. Allan C. Spradling at the Carnegie Institution of Washington. Dr. Xie received his Ph.D. from the Joint Graduate Program in Molecular Biology and Biochemistry of Rutgers University and the University of Medicine and Dentistry of New Jersey. Research Focus: Genetic and molecular analysis of stem cells and germ cell development in Drosophila and mouse. C. Ron Yu, Ph.D., Assistant Investigator, joined the Stowers Institute in 2005 from the laboratory of Dr. Richard Axel at Columbia University Center for Neurobiology and Behavior where he held a National Institutes of Health Mentored Research Scientist Award from the National Institute of Mental Health. Dr. Yu earned his Ph.D. in molecular, cellular, and biophysical studies at Columbia University. Research Focus: How olfactory sensory information is detected, integrated, and processed in the brain to irifluence specific innate behaviors. Julia Zeitlinger, Ph.D., Assistant Investigator, joined the Stowers Institute in 2007 from the lab of Dr. Richard Young at the Whitehead Institute for Biomedical Research at Massachusetts Institute of Technology where she was the recipient of a long-term postdoctoral fellowship from the Human Frontier Science Program. Dr. Zeitlinger earned a Ph.D. in molecular biology from the European Molecular Biology Laboratory in Heidelberg, Germany. Research Focus: Analysis of the gene regulatory networks underlying cellular differentiation.
FORM 990, PART III, LINE 4   Technology Centers Paul Kulesa, Ph.D., Director of Imaging, joined the Stowers Institute in 2002 after completing a Burroughs Wellcome Fund postdoctoral fellowship in the laboratory of Dr. Scott E. Fraser at the California Institute of Technology. Dr. Kulesa received a Ph.D. in applied mathematics under Dr. J.D. Murray at the University of Washington. Research Focus: Cell migration in development and cancer. Arcady Mushegian, Ph.D., Director of Bioinformatics Research, joined the Stowers Institute in 2001 from Akkadix Corporation in San Diego where he led the bioinformatics program. Dr. Mushegian earned a doctorate in molecular biology at Moscow State University and received training at the University of Kentucky, University of Washington, and with Dr. Eugene Koonin at the National Center for Biotechnology Information at the U.S. National Institutes of Health. Research Focus: Computational analysis of genes and proteins. Michael Washburn, Ph.D., Director of Proteomics, joined the Stowers Institute in 2003 from the Torrey Mesa Research Institute in San Diego where he was a Senior Staff Scientist in Proteomics. He earned a Ph.D. in biochemistry and environmental toxicology from Michigan State University before completing a postdoctoral fellowship with Professor John Yates, III in the Department of Molecular Biotechnology at the University of Washington. Research Focus: Quantitative proteomics and protein complex dynamics.
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Schedule O (Form 990 or 990-EZ) 2010

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SCHEDULE R
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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
Stowers Institute for Medical Research
 
Employer identification number

20-2993509
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
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(b)
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(d)
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(e)
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(f)
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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)
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(1) STOWERS SCIENTIFIC EDUCATION INSTITUTE

1000 E 50TH STREET

KANSAS CITY,MO64110
20-5916445
SUPPORT ORG DE 501(c)(3) 11A NA
 
 
 
(2) STOWERS RESOURCE MANAGEMENTINC

1000 E 50TH STREET

KANSAS CITY,MO64110
41-2186719
SUPPORT ORG DE 501(c)(3) 11a NA
 
 
 
(3) BIOMED VALLEY CORPORATION

1000 E 50TH STREET

KANSAS CITY,MO64110
74-3238244
SUPPORT ORG DE 501(c)(3) 11a NA
 
 
 
(4) STOWERS REAL ESTATE HOLDING CORPORATION

1000 E 50TH STREET

KANSAS CITY,MO64110
26-1472230
HOLD TITLE DE 501(c)(2) N/A NA
 
 
 






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












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) BIOMED VALLEY DISCOVERIESINC
4520 MAIN ST SUITE 1650
KANSAS CITY,MO64111
06-1646533
SCI DISC DVLP DE NA
 
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
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
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
Yes
 
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
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
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) BIOMED VALLEY DISCOVERIESINC

A 3,529,477  
(2) BIOMED VALLEY DISCOVERIESINC

A 2,754  
(3) STOWERS REAL ESTATE HOLDING CORP

J 2,230,551  
(4) SEE PART VII FOR ADDITIONAL INFORMATION ON

C,F,M    
(5) TRANSACTION DESCRIPTIONS

P    
(6)

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
PART V, LINE 2 (1)   IN 2009 SIMR ENTERED INTO A LEASE FOR A CERTAIN BUILDING AND PROPERTY AS DESCRIBED BELOW IN (3). ALSO IN 2009, SIMR SUBLEASED ABOUT 6% OF THIS TOTAL PROPERTY TO BIOMED VALLEY DISCOVERIES, INC. ("BVD") UNTIL JULY 2010 WHEN BVD BOUGHT OUT THE REMAINDER OF THE LEASE TO MOVE TO A DIFFERENT LOCATION. AS REFLECTED ON FORM 990, PART VIII, BVD MARKET VALUE LEASE PAYMENTS TO SIMR IN 2010 TOTALED $3,529,477 INCLUDING THE LEASE BUYOUT AND SIMR HAD OFFSETTING AMOUNT OF EXPENSES FOR A PORTION OF THAT AMOUNT AS RENT PAID TO SREHC. BVD IS A CONTROLLED PARTY OF BIOMED VALLEY CORPORATION ("BVC"); BVC AND BVD ARE RELATED PARTIES OF SIMR AS REPORTED ON SCHEDULE R. THE RENT PAYMENTS FROM BVD DID NOT REDUCE BVD'S "NET UNRELATED INCOME" WITHIN THE MEANING OF CODE SECTION 512(b)(13)(A). THEREFORE, NO PORTION OF THE RENT PAYMENTS FROM BVD CONSTITUTES UNRELATED BUSINESS INCOME TO SIMR UNDER CODE SECTION 512(b)(13).
PART V, LINE 2 (2)   DURING 2010, BIOMED VALLEY DISCOVERIES, INC. ("BVD") TEMPORARILY USED OFFICE SPACE ON SIMR CAMPUS TOTALING LESS THAN 500 SQUARE FEET OF THE MORE THAN 600,000 SQUARE FEET CAMPUS. BVD PAYMENTS TO SIMR IN 2010 FOR THIS PURPOSE TOTALED $2,754. BVD IS NOW LOCATED ON A SEPARATE CAMPUS AS REPORTED IN (1) ABOVE.
PART V, LINE 2 (3)   IN MARCH 2009, SIMR ENTERED INTO A LEASE FOR A 280,000 SQUARE FEET BUILDING WITH STOWERS REAL ESTATE HOLDING CORPORATION ("SREHC"), A 501(C)(2) TAX EXEMPT ORGANIZATION THAT IS A RELATED PARTY OF SIMR. SIMR LEASE PAYMENTS TO SREHC IN 2010 TOTALED $2,230,551.
PART V, LINE 2 (4)   ALL OTHER TRANSACTIONS FOR 1(c), (f), (m), (n),(o) and (p) WERE BETWEEN RELATED 501(C)(3) PUBLIC CHARITIES OR BELOW REPORTING THRESHHOLDS.
Additional Data


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