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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
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 $ 144,454,311
F Name and address of principal officer:
DAVID M CHAO
1000 EAST 50TH STREET
KANSAS CITY,MO64110
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.stowers.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 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 2011 (Part V, line 2a) ... 5 401
6 Total number of volunteers (estimate if necessary) .... 6 2
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) ......... 8,065,484 57,865,166
9 Program service revenue (Part VIII, line 2g) ......... 73,404 182,210
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,874,441 1,897,001
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,391,202 616,981
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 14,404,531 60,561,358
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,372,750 1,151,122
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) 26,301,376 28,620,114
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).... 45,019,071 42,289,039
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 72,693,197 72,060,275
19 Revenue less expenses. Subtract line 18 from line 12....... -58,288,666 -11,498,917
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 496,643,745 475,896,618
21 Total liabilities (Part X, line 26)............. 217,464,815 209,682,708
22 Net assets or fund balances. Subtract line 21 from line 20..... 279,178,930 266,213,910
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 use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 64,911,315 including grants of $ 1,151,122 ) (Revenue $ 182,210 )
SIMR'S ACCOMPLISHMENTS ARE DESCRIBED IN 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$ 64,911,315
Form 990 (2011)
Form 990 (2011)
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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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
...........................
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
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 (2011)
Form 990 (2011)
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
24
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
401
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
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
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete 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
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
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 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee)
(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 E STOWERS JR
DIRECTOR
2.0 X           0 0 0
(2) VIRGINIA G STOWERS
DIRECTOR
2.0 X           0 0 0
(3) DAVID A WELTE
DIRECTOR/SECRETARY
2.0 X   X       0 977,117 55,297
(4) RODERICK L STURGEON
DIRECTOR
2.0 X           0 1,157,859 51,962
(5) WILLIAM B NEAVES
DIRECTOR/PRESIDENT EMERITUS
40.0 X   X       447,761 0 49,102
(6) DAVID M CHAO
DIRECTOR/PRESIDENT/CEO
40.0 X   X       1,142,746 0 38,170
(7) RICHARD W BROWN
DIRECTOR/CHAIR
2.0 X   X       0 1,732,640 48,262
(8) ROBERT E KRUMLAUF
SCIENTIFIC DIRECTOR
40.0       X     449,339 0 51,549
(9) RONALD C CONAWAY
INVESTIGATOR
40.0         X   251,805 0 38,169
(10) JOAN W CONAWAY
INVESTIGATOR
40.0         X   249,652 0 49,552
(11) JERRY L WORKMAN
INVESTIGATOR
40.0         X   250,131 0 43,910
(12) R SCOTT HAWLEY
INVESTIGATOR
40.0         X   270,407 0 56,890
(13) ALI SHILATIFARD
INVESTIGATOR
40.0         X   241,767 0 52,470








Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee)
(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 3,303,608 3,867,616 535,333
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet34
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
AMERICAN CENTURY INVESTMENTS
4500 MAIN STREET
KANSAS CITY,MO64111
SEE SCH L, PART V 500,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 49,733,348
e Government grants (contributions)1e 6,267,013
f All other contributions, gifts, grants, and
similar amounts not included above
1f
1,864,805
g Noncash contributions included in lines 1a-1f:$ 49,906,628
h Total. Add lines 1a-1f.......MediumBullet 57,865,166
 Program Service Revenue Business Code
2a COLLABORATION FEE FROM HHMI 501(C)(3) 900,099 182,210 182,210    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 182,210
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 584,440     584,440
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 366,619     366,619
(i) Real (ii) Personal
6a Gross rents 10,014  
b Less: rental expenses 10,014  
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 85,180,210 15,290
b Less: cost or other basis and sales expenses 83,858,641 24,298
c Gain or (loss) 1,321,569 -9,008
d Net gain or (loss)..........MediumBullet 1,312,561     1,312,561
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 900,099 203,964     203,964
b OTHER REBATES & REVENUE 900,099 46,398     46,398
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 250,362
12 Total revenue. See Instructions....MediumBullet 60,561,358 182,210   2,513,982
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,151,122 1,151,122
3 Grants and other assistance to governments, organizations, and individuals outside the United States. 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 .... 2,178,666 1,960,799 217,867  
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 19,138,217 17,224,395 1,913,822  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,829,722 2,546,750 282,972  
9 Other employee benefits ....... 3,166,612 2,849,951 316,661  
10 Payroll taxes ........... 1,306,897 1,176,207 130,690  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 54,294   54,294  
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 .......... 1,383,476 1,245,128 138,348  
12 Advertising and promotion .... 0      
13 Office expenses ....... 340,382 306,344 34,038  
14 Information technology ...... 399,471 359,524 39,947  
15 Royalties .. 173,624 156,262 17,362  
16 Occupancy ........... 2,323,812 2,091,431 232,381  
17 Travel ............ 656,413 590,772 65,641  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 703,752 633,377 70,375  
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 11,724,175 10,551,758 1,172,417  
23 Insurance .............. 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a COST-SHARING W/RELATED ORG 16,675,992 15,008,393 1,667,599  
b LAB SUPPLIES 6,401,614 5,761,453 640,161  
c NON-CAPITAL EQUIPMENT 678,952 611,057 67,895  
d SCIENTIFIC CONSULTING 383,842 345,458 38,384  
e
f All other expenses 379,040 341,134 37,906  
25 Total functional expenses. Add lines 1 through 24f 72,060,275 64,911,315 7,148,960 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 2,178,335 1 1,943,474
2 Savings and temporary cash investments ....... 0 2 0
3 Pledges and grants receivable, net ......... 804,237 3 697,175
4 Accounts receivable, net ......... 0 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
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 .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 349,600 8 349,600
9 Prepaid expenses and deferred charges ............ 631,357 9 714,385
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 313,812,169
b Less: accumulated depreciation. ..... 10b 131,463,800 189,268,370 10c 182,348,369
11 Investments—publicly traded securities .......... 91,159,672 11 86,566,796
12 Investments—other securities. See Part IV, line 11 ...... 15,662 12 354,224
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 212,236,512 15 202,922,595
16 Total assets. Add lines 1 through 15 (must equal line 34)... 496,643,745 16 475,896,618
Liabilities 17 Accounts payable and accrued expenses . 5,780,182 17 7,365,107
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 536,488 19 617,194
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 211,148,145 25 201,700,407
26 Total liabilities. Add lines 17 through 25..... 217,464,815 26 209,682,708
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 ..... 279,178,930 27 266,213,910
28 Temporarily restricted net assets ..... 0 28 0
29 Permanently restricted net assets ..... 0 29 0
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 ..... 279,178,930 33 266,213,910
34 Total liabilities and net assets/fund balances ..... 496,643,745 34 475,896,618
Form 990 (2011)
Form 990 (2011)
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
60,561,358
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
72,060,275
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-11,498,917
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
279,178,930
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-1,466,103
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
266,213,910
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 (2011)
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
2011
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
CHILDREN'S MERCY HOSPITAL,
  ,
KANSAS CITY, MO  
MASSACHUSETTS GENERAL HOSPITAL,
  ,
BOSTON, MA  
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

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
2011
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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
STOWERS INSTITUTE FOR MEDICAL RESEARCH
 
Employer identification number

20-2993509
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total 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)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
STOWERS INSTITUTE FOR MEDICAL RESEARCH
 
Employer identification number

20-2993509
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
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
that total 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 $  

Use duplicate copies of Part III if additional space is needed
(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) (2011)

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

Schedule D (Form 990) 2011
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 Net investment earnings, gains, and 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 (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (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 ................   224,028,188 65,254,547 158,773,641
c Leasehold improvements ............        
d Equipment ................   86,377,682 66,209,254 20,168,428
e Other .................   6,300   6,300
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 182,348,369
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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) must 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) must 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 202,347,168
(2) OTHER RECEIVABLES 575,427







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 202,922,595
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
ADVANCES FROM AFFILIATES 4,394,500
ANNUITY PAYABLE 197,132,283
ROYALTIES PAYABLE 173,624






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 201,700,407
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) 2011

Schedule D (Form 990) 2011
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 through 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 must 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 must 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 FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF STOWERS INSTITUTE FOR MEDICAL RESEARCH (THE INSTITUTE) IS AS FOLLOWS: THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. AS DESCRIBED ABOVE IN NOTE 1, THE INSTITUTE CONSISTS OF FIVE TAX-EXEMPT ENTITIES AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE. THEREORE, IT IS THE INSITUTE'S TAX POSITION THAT THESE FIVE ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAXES.
Schedule D (Form 990) 2011

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
2011
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 listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
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 64 1,151,122   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) 2011


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
2011
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 or provision 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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
Yes
 
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 Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) DAVID A WELTE (i)
(ii)
0
947,816
0
0
0
29,301
0
36,750
0
18,547
0
1,032,414
0
0
(2) RODERICK L STURGEON (i)
(ii)
0
1,114,083
0
0
0
43,776
0
36,750
0
15,212
0
1,209,821
0
0
(3) WILLIAM B NEAVES (i)
(ii)
440,014
0
0
0
7,747
0
36,750
0
12,352
0
496,863
0
0
0
(4) DAVID M CHAO (i)
(ii)
1,140,406
0
0
0
2,340
0
36,750
0
1,420
0
1,180,916
0
0
0
(5) ROBERT E KRUMLAUF (i)
(ii)
445,902
0
0
0
3,437
0
36,750
0
14,799
0
500,888
0
0
0
(6) RONALD C CONAWAY (i)
(ii)
249,609
0
0
0
2,196
0
36,750
0
1,419
0
289,974
0
0
0
(7) JOAN W CONAWAY (i)
(ii)
247,456
0
0
0
2,196
0
36,750
0
12,802
0
299,204
0
0
0
(8) JERRY L WORKMAN (i)
(ii)
248,936
0
0
0
1,195
0
36,750
0
7,160
0
294,041
0
0
0
(9) R SCOTT HAWLEY (i)
(ii)
268,174
0
0
0
2,233
0
36,750
0
20,140
0
327,297
0
0
0
(10) ALI SHILATIFARD (i)
(ii)
225,029
0
0
0
16,738
0
34,388
0
18,082
0
294,237
0
0
0
(11) RICHARD W BROWN (i)
(ii)
0
1,702,671
0
0
0
29,969
0
36,750
0
11,512
0
1,780,902
0
0





Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
PART I, LINE 5A:   SIMR ACCRUED A PAYMENT OF $86,812 DUE TO ROBERT E. KRUMLAUF, SCIENTIFIC DIRECTOR. THIS PAYMENT REPRESENTS THE PORTION OF THE NET ROYALTIES RECEIVED BY SIMR FOR LICENSED SCIENTIFIC DISCOVERY TECHNOLOGY THAT IS PAYABLE TO ROBERT E. KRUMLAUF, PH.D., FOR HIS PARTICIPATION IN THE DISCOVERY.
Schedule J (Form 990) 2011

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
2011
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) 2011
Schedule L (Form 990 or 990-EZ) 2011
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 500,000 SEE PART V   No
(2) JULIA ZEITLINGER PhD SEE PART V 109,137 EMPLOYEE OF SIMR   No
(3) LEANNE WIEDEMANN PhD SEE PART V 182,777 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
PART IV, LINE (1):   RICHARD W. BROWN, DAVID A. WELTE, AND RODERICK L. STURGEON ARE CURRENT DIRECTORS OF SIMR AND ALSO DIRECTORS OF AMERICAN CENTURY COMPANIES, INC. ("ACCI"). JAMES E. STOWERS JR., A DIRECTOR OF SIMR, IS ALSO THE FOUNDER OF ACCI. SIMR, ALONG WITH MR. STOWERS, OTHER STOWERS FAMILY MEMBERS, AND OTHER RELATED PARTIES DISCLOSED IN SCHEDULE R RETAIN 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 MUTUAL FUND HOLDINGS THROUGHOUT THE YEAR BY THE PUBLISHED ADMINISTRATIVE FEE PERCENTAGE FOR THE APPLICABLE FUNDS, WAS APPROXIMATELY $500,000. IN SELECTING ACI TO MANAGE ITS LIQUID INVESTMENTS, SIMR SELECTED A HIGH QUALITY MUTUAL FUND COMPANY WITH AN OUTSTANDING TRACK RECORD.
PART IV, LINE (2) & (3):   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 THE WHITEHEAD INSTITUTE FOR MEDICAL RESEARCH WHERE SHE WAS THE RECIPIENT OF A POSTDOCTORAL FELLOWSHIP FROM THE HUMAN FRONTIER SCIENCE PROGRAM. LEANNE WIEDMANN, PH.D, IS THE SPOUSE OF ROBERT KRUMLAUGF, 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) 2011

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
2011
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash 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 49,563,919 FAIR MARKET VALUE
10 Securities—Closely held stock . X 1 337,691 FAIR MARKET VALUE
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 ( SUPPLIES ) X 1 5,018 FAIR MARKET VALUE
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 noncash
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) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
PART I, COLUMN B:   THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED.
Schedule M (Form 990) 2011
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
2011
Open to Public
Inspection
Name of the organization
STOWERS INSTITUTE FOR MEDICAL RESEARCH
 
Employer identification number

20-2993509
Identifier Return Reference Explanation
FORM 990, PART III, LINE 1:   THE STOWERS INSTITUTE FOR MEDICAL RESEARCH PERFORMS MEDICAL RESEARCH IN THE PUBLIC INTEREST 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 END OF SCHEDULE O. FORM 990, PART VI, LINE 2: JAMES E. STOWERS JR. AND VIRGINIA G. STOWERS, DIRECTORS OF SIMR, HAVE A FAMILY RELATIONSHIP. RICHARD W. BROWN, DAVID A. WELTE, AND RODERICK L. STURGEON, ALL DIRECTORS OF SIMR, HAVE A BUSINESS RELATIONSHIP; THEY SERVE ON THE BOARD OF AMERICAN CENTURY COMPANIES, INC. ("ACCI") AS DESCRIBED IN RESPONSE TO SCHEDULE L, PART IV. 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. PRICEWATERHOUSECOOPERS ("PWC"), 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 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 THE REASONABLENESS OF THE COMPENSATION FOR 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. ALSO, A REVIEW PROCESS FOR ALL SIMR EXECUTIVES WAS COMMENCED IN SPRING 2012. FORM 990, PART VI, LINE 19: SIMR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST.
FORM 990, PART XI, LINE 5: OTHER CHANGES IN NET ASSETS INCLUDE THE FOLLOWING: ACTUARIAL LOSS ON ANNUITY (587,951); UNREALIZED LOSSES ON INVESTMENTS (878,152); TOTAL OTHER CHANGES IN NET ASSETS $(1,466,103)
FORM 990, PART III, LINE 4: 2011 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.
FORM 990, PART III, LINE 4 CONT. 2011 NOTABLE RESEARCH RESULTS IN 2011, SIMR RESEARCH TEAMS MADE DISCOVERIES MERITING PUBLICATION IN LEADING PEER-REVIEWED SCIENTIFIC JOURNALS - 66 ORIGINAL RESEARCH PAPERS IN ALL. SIMR RESEARCH TEAMS ALSO PUBLISHED 44 REVIEWS, COMMENTARIES, CHAPTERS, AND ONE BOOK. SOME OF THE HIGHLIGHTS AMONG PAPERS PUBLISHED IN 2011 INCLUDE: THE ZEITLINGER LAB DISCOVERED THAT THE BINDING OF THE TRANSCRIPTION FACTOR TWIST IS HIGHLY CONSERVED ACROSS SIX DROSOPHILA SPECIES, REVEALING STRONG FUNCTIONAL CONSTRAINTS AT ITS ENHANCERS (PUBLISHED IN THE APRIL 10 ADVANCE ONLINE EDITION OF NATURE GENETICS). THE CONAWAY LAB, IN COLLABORATION WITH THE PROTEOMICS CENTER, THE SHILATIFARD LAB AND THE KRUMLAUF LAB, IDENTIFIED THE MOLECULAR LINCH PIN THAT ALLOWS RNA POLYMERASE II TO SHIFT FROM A STATIC STATE TO AN ACTIVE, GENE-EXPRESSION MODE (PUBLISHED IN THE JULY 8 ISSUE OF CELL) THE SHILATIFARD LAB PINPOINTED THE SUPER ELONGATION COMPLEX AS A MAJOR REGULATOR IN THE COORDINATED EXPRESSION OF EARLY DEVELOPMENTAL GENES. (PUBLISHED IN THE JULY 15 ISSUE OF GENES & DEVELOPMENT). THE WORKMAN LAB, IN COLLABORATION WITH THE PROTEOMICS CENTER, THE SHILATIFARD AND THE CONAWAY LAB, REPORTED THAT THE HIGHLY CONSERVED COACTIVATOR SAGA, BEST CHARACTERIZED FOR LENDING A HELPING HAND DURING THE EARLY STEPS OF TRANSCRIPTIONAL INITIATION IN YEAST, PLAYS AN IMPORTANT ROLE IN TISSUE-SPECIFIC GENE EXPRESSION IN FRUIT FLIES (PUBLISHED IN THE JULY 15 ISSUE OF GENES & DEVELOPMENT). THE SANCHZ ALVARADO LAB DEMONSTRATED HOW THE FLATWORM SCHMIDTEA MEDITERRANEA REGENERATES ITS EXCRETORY SYSTEM FROM SCRATCH PROVIDING NEW CLUES ABOUT THE EVOLUTIONARY ORIGIN OF MAMMALIAN KIDNEYS (PUBLISHED IN THE AUGUST 9 ISSUE OF THE JOURNAL DEVELOPMENT). THE RONG LI LAB DISCOVERED THAT A POWERFUL INTRACELLULAR STREAM PUSHES CHROMOSOMES FAR-OFF THE CENTER IN PREPARATION FOR THE HIGHLY ASYMMETRIC CELL DIVISION THAT COMPLETES OOCYTE MATURATION UPON FERTILIZATION OF THE EGG (PUBLISHED IN THE AUGUST 28 ADVANCE ONLINE EDITION OF NATURE CELL BIOLOGY). THE LINHENG LI LAB TEASED APART THE MOLECULAR MECHANISMS ENABLING STEM CELL RENEWAL IN HEMATOPOIETIC STEM CELLS ISOLATED FROM MICE AND SUCCESSFULLY APPLIED THE INSIGHT TO EXPAND CULTURED HEMATOPOIETIC STEM CELLS A HUNDREDFOLD (PUBLISHED IN THE SEPTEMBER 15 ISSUE OF GENES & DEVELOPMENT). THE HAWLEY LAB CLARIFIED THE ROLE OF KEY CHROMOSOMAL REGIONS CALLED CENTROMERES IN THE FORMATION OF THE STRUCTURE THAT ALLOWS CHROMOSOMES TO PAIR UP DURING AN EARLY AND CRITICAL STEP OF MEIOSIS (PUBLISHED IN THE NOVEMBER 8 ISSUE OF CURRENT BIOLOGY). THE JASPERSEN LAB DEMONSTRATED THAT A PROTEIN KNOWN AS MPS3 NOT ONLY ENSURES THAT CELLS HAVE TWO FUNCTIONAL SPINDLE POLE BODIES, WHICH GENERATE THE MITOTIC SPINDLE APPARATUS THAT HELPS PULL THE CHROMOSOMES APART, BUT ALSO THAT BOTH SPINDLE POLE BODIES ARE PROPERLY ANCHORED IN THE NUCLEAR MEMBRANE (PUBLISHED IN THE NOV. 17 ISSUE OF PLOS GENETICS). THE RONG LI LAB REPORTED THAT THE LIMITED MOBILITY OF CLUMPS OF DAMAGED PROTEINS AND YEAST CELLS' GEOMETRY-THE NARROWNESS OF THE CONNECTION (BUD NECK) BETWEEN THE MOTHER AND THE DAUGHTER BEFORE THEIR SEPARATION, IN PARTICULAR-ARE SUFFICIENT TO ENSURE THAT PROTEIN AGGREGATES ACCUMULATED DURING THE NORMAL AGING PROCESS ARE RETAINED IN THE MOTHER CELL DURING CELL DIVISION (NOVEMBER 23, 2011, ISSUE OF CELL). THE SHILATIFARD LAB FOUND EVIDENCE THAT FOR EACH CLASS OF GENES TRANSCRIBED BY RNA POLYMERASE II THERE EXISTS A SPECIFIC CLASS OF ELONGATION FACTORS (PUBLISHED IN THE DECEMBER 23 ISSUE OF MOLECULAR CELL).
FORM 990, PART III, LINE 4 CONT.   COMPREHENSIVE LIST OF 2011 ORIGINAL RESEARCH PAPERS; REVIEWS, COMMENTARIES OR CHAPTERS; AND BOOKS ORIGINAL RESEARCH PAPERS: BEAR J, RUBINSTEIN B, FEL L. CAPILLARY PRESSURE CURVE FOR LIQUID MENISCI IN A CUBIC ASSEMBLY OF SPHERICAL PARTICLES BELOW IRREDUCIBLE SATURATION. TRANSPORT IN POROUS MEDIA. 2011;89:63-73. BENAZERAF B, FRANCOIS P, DENANS N, LITTLE CD, POURQUIE O. [A NON DIRECTIONAL CELL MIGRATION GRADIENT IN THE PRESOMITIC MESODERM CONTRIBUTES TO AXIS ELONGATION IN CHICKEN EMBRYOS]. BIOL AUJOURDHUI. 2011;205:95-103. BERDYGULOVA Z, WESTBLADE LF, FLORENS L, KOONIN EV, CHAIT BT, RAMANCULOV E, WASHBURN MP, DARST SA, SEVERINOV K, MINAKHIN L. TEMPORAL REGULATION OF GENE EXPRESSION OF THE THERMUS THERMOPHILUS BACTERIOPHAGE P23-45. J MOL BIOL. 2011;405:125-142. BROWN WRA, LITI G, ROSA C, JAMES S, ROBERTS I, ROBERT V, JOLLY N, TANG W, BAUMANN P, GREEN C, SCHLEGEL K, YOUNG J, HIRCHAUD F, LEEK S, THOMAS G, BLOMBERG A, WARRINGER J. A GEOGRAPHICALLY DIVERSE COLLECTION OF SCHIZOSACCHAROMYCES POMBE ISOLATES SHOWS LIMITED PHENOTYPIC VARIATION BUT EXTENSIVE KARYOTYPIC DIVERSITY. G3 GENES, GENOMES, GENETICS. 2011;1:615-626. CAPOTOSTI F, GUERNIER S, LAMMERS F, WARIDEL P, CAI Y, JIN J, CONAWAY JW, CONAWAY RC, HERR W. O-GLCNAC TRANSFERASE CATALYZES SITE-SPECIFIC PROTEOLYSIS OF HCF-1. CELL. 2011;144:376-388. CASTRANOVA D, LAWTON A, LAWRENCE C, BAUMANN DP, BEST J, COSCOLLA J, DOHERTY A, RAMOS J, HAKKESTEEG J, WANG C, WILSON C, MALLEY J, WEINSTEIN BM. THE EFFECT OF STOCKING DENSITIES ON REPRODUCTIVE PERFORMANCE IN LABORATORY ZEBRAFISH (DANIO RERIO). ZEBRAFISH. 2011;8:141-146. CHARLES C, HOVORAKOVA M, AHN Y, LYONS DB, MARANGONI P, CHURAVA S, BIEHS B, JHEON A, LESOT H, BALOOCH G, KRUMLAUF R, VIRIOT L, PETERKOVA R, KLEIN OD. REGULATION OF TOOTH NUMBER BY FINE-TUNING LEVELS OF RECEPTOR-TYROSINE KINASE SIGNALING. DEVELOPMENT. 2011;138:4063-4073. CHEN L, CAI Y, JIN J, FLORENS L, SWANSON SK, WASHBURN MP, CONAWAY JW, CONAWAY RC. SUBUNIT ORGANIZATION OF THE HUMAN INO80 CHROMATIN REMODELING COMPLEX: AN EVOLUTIONARY CONSERVED CORE COMPLEX CATALYZES ATP-DEPENDENT NUCLEOSOME REMODELING.. J BIOL CHEM. 2011;286:11283-11289. CHITTULURU JR, CHABAN Y, MONNET-SAKSOUK J, CARROZZA MJ, SAPOUNTZI V, SELLECK W, HUANG J, UTLEY RT, CRAMET M, ALLARD S, CAI G, WORKMAN JL, FRIED MG, TAN S, COTE J, ASTURIAS FJ. STRUCTURE AND NUCLEOSOME INTERACTION OF THE YEAST NUA4 AND PICCOLO-NUA4 HISTONE ACETYLTRANSFERASE COMPLEXES. NAT STRUCT MOL BIOL. 2011;18:1196-1203. COSTESSI A, MAHROUR N, TIJCHON E, STUNNENBERG R, STOEL MA, JANSEN PW, SELA D, MARTIN-BROWN S, WASHBURN MP, FLORENS L, CONAWAY JW, CONAWAY RC, STUNNENBERG HG. THE TUMOUR ANTIGEN PRAME IS A SUBUNIT OF A CUL2 UBIQUITIN LIGASE AND ASSOCIATES WITH ACTIVE NFY PROMOTERS. EMBO J. 2011;30:3786-3798. CUNNINGHAM TJ, CHATZI C, SANDELL LL, TRAINOR PA, DUESTER G. RDH10 MUTANTS DEFICIENT IN LIMB FIELD RETINOIC ACID SIGNALING EXHIBIT NORMAL LIMB PATTERNING BUT DISPLAY INTERDIGITAL WEBBING. DEV DYN.2011;240:1142-1150. FARJO KM, MOISEYEV G, NIKOLAEVA O, SANDELL LL, TRAINOR PA, MA JX. RDH10 IS THE PRIMARY ENZYME RESPONSIBLE FOR THE FIRST STEP OF EMBRYONIC VITAMIN A METABOLISM AND RETINOIC ACID SYNTHESIS. DEV BIOL. 2011;357:347-355. FRIEDERICHS JM, GHOSH S, SMOYER CJ, MCCROSKEY S, MILLER BD, WEAVER KJ, DELVENTHAL KM, UNRUH J, SLAUGHTER BD, JASPERSEN SL. THE SUN PROTEIN MPS3 IS REQUIRED FOR SPINDLE POLE BODY INSERTION INTO THE NUCLEAR MEMBRANE AND NUCLEAR ENVELOPE HOMEOSTASIS. PLOS GENET. 2011;7:E1002365. GAO JT, GUIMERA R, LI H, PINTO IM, SALES-PARDO M, WAI SC, RUBINSTEIN B, LI R. MODULAR COHERENCE OF PROTEIN DYNAMICS IN YEAST CELL POLARITY SYSTEM. PROC NATL ACAD SCI U S A. 2011;108:7647-7652. GARDNER JM, SMOYER CJ, STENSRUD ES, ALEXANDER R, GOGOL M, WIEGRAEBE W, JASPERSEN SL. TARGETING OF THE SUN PROTEIN MPS3 TO THE INNER NUCLEAR MEMBRANE BY THE HISTONE VARIANT H2A.Z. J CELL BIOL. 2011;193:489-507. GIBSON WT, VELDHUIS JH, RUBINSTEIN B, CARTWRIGHT HN, PERRIMON N, BRODLAND GW, NAGPAL R, GIBSON MC. CONTROL OF MITOTIC CLEAVAGE PLANE BY LOCAL EPITHELIAL TOPOLOGY. CELL. 2011;144:427-438. GILMORE JM, SARDIU ME, VENKATESH S, STUTZMAN B, PEAK A, SEIDEL CW, WORKMAN JL, FLORENS L, WASHBURN MP. CHARACTERIZATION OF A HIGHLY CONSERVED HISTONE RELATED PROTEIN, YDL156W, AND ITS FUNCTIONAL ASSOCIATIONS USING QUANTITATIVE PROTEOMIC ANALYSES [PUBLISHED AHEAD OF PRINT DECEMBER 22 2011]. MOL CELL PROTEOMICS. 2011. GRAVELEY BR, BROOKS AN, CARLSON JW, DUFF MO, LANDOLIN JM, YANG L, ARTIERI CG, VAN BAREN MJ, BOLEY N, BOOTH BW, BROWN JB, CHERBAS L, DAVIS CA, DOBIN A, LI R, LIN W, MALONE JH, MATTIUZZO NR, MILLER D, STURGILL D, TUCH BB, ZALESKI C, ZHANG D, BLANCHETTE M, DUDOIT S, EADS B, GREEN RE, HAMMONDS A, JIANG L, KAPRANOV P, LANGTON L, PERRIMON N, SANDLER JE, WAN KH, WILLINGHAM A, ZHANG Y, ZOU Y, ANDREWS J, BICKEL PJ, BRENNER SE, BRENT MR, CHERBAS P, GINGERAS TR, HOSKINS RA, KAUFMAN TC, OLIVER B, CELNIKER SE. THE DEVELOPMENTAL TRANSCRIPTOME OF DROSOPHILA MELANOGASTER. NATURE. 2011;471:473-479.
FORM 990, PART III, LINE 4 CONT.   HAO Y, XU N, BOX A, SCHAEFER L, KANNAN K, ZHANG Y, FLORENS L, SEIDEL C, WASHBURN M, WIEGRAEBE W, MAK HY. NUCLEAR CGMP-DEPENDENT KINASE REGULATES GENE EXPRESSION VIA ACTIVITY-DEPENDENT RECRUITMENT OF A CONSERVED HISTONE DEACETYLASE COMPLEX. PLOS GENET. 2011;7:E1002065. HARALALKA S, SHELTON C, CARTWRIGHT HN, KATZFEY E, JANZEN E, ABMAYR SM. ASYMMETRIC MBC, ACTIVE RAC1 AND F-ACTIN FOCI IN THE FUSION-COMPETENT MYOBLASTS DURING MYOBLAST FUSION IN DROSOPHILA. DEVELOPMENT. 2011;138:1551 - 1562. HE Q, BARDET AF, PATTON B, PURVIS J, JOHNSTON J, PAULSON A, GOGOL M, STARK A, ZEITLINGER J. HIGH CONSERVATION OF TRANSCRIPTION FACTOR BINDING AND EVIDENCE FOR COMBINATORIAL REGULATION ACROSS SIX DROSOPHILA SPECIES. NAT GENET. 2011;43:414-420. HOCHHEISER H, ARONOW BJ, ARTINGER K, BEATY TH, BRINKLEY JF, CHAI Y, CLOUTHIER D, CUNNINGHAM ML, DIXON M, DONAHUE LR, FRASER SE, HALLGRIMSSON B, IWATA J, KLEIN O, MARAZITA ML, MURRAY JC, MURRAY S, DE VILLENA FP, POSTLETHWAIT J, POTTER S, SHAPIRO L, SPRITZ R, VISEL A, WEINBERG SM, TRAINOR PA. THE FACEBASE CONSORTIUM: A COMPREHENSIVE PROGRAM TO FACILITATE CRANIOFACIAL RESEARCH. DEV BIOL. 2011;355:175-182. HRECKA K, HAO C, GIERSZEWSKA M, SWANSON SK, KESIK-BRODACKA M, SRIVASTAVA S, FLORENS L, WASHBURN MP, SKOWRONSKI J. VPX RELIEVES INHIBITION OF HIV-1 INFECTION OF MACROPHAGES MEDIATED BY THE SAMHD1 PROTEIN. NATURE. 2011;474:658-661. HUGHES SE, BEELER JS, SEAT A, SLAUGHTER BD, UNRUH JR, BAUERLY E, MATTHIES HJ, HAWLEY RS. GAMMA-TUBULIN IS REQUIRED FOR BIPOLAR SPINDLE ASSEMBLY AND FOR PROPER KINETOCHORE MICROTUBULE ATTACHMENTS DURING PROMETAPHASE I IN DROSOPHILA OOCYTES. PLOS GENET. 2011;7:E1002209. KANNAN L, LI H, MUSHEGIAN A. A POLYNOMIAL-TIME ALGORITHM COMPUTING LOWER AND UPPER BOUNDS OF THE ROOTED SUBTREE PRUNE AND REGRAFT DISTANCE. J COMPUT BIOL. 2011;18:743-757. KECK JM, JONES MH, WONG CC, BINKLEY J, CHEN D, JASPERSEN SL, HOLINGER EP, XU T, NIEPEL M, ROUT MP, VOGEL J, SIDOW A, YATES JR, 3RD, WINEY M. A CELL CYCLE PHOSPHOPROTEOME OF THE YEAST CENTROSOME. SCIENCE. 2011;332:1557-1561. KIRILLY D, WANG S, XIE T. SELF-MAINTAINED ESCORT CELLS FORM A GERMLINE STEM CELL DIFFERENTIATION NICHE. DEVELOPMENT. 2011;138:5087-5097. KIM S, MA L, YU CR. REQUIREMENT OF CALCIUM-ACTIVATED CHLORIDE CHANNELS IN THE ACTIVATION OF THE MOUSE VOMERONASAL NEURON. NAT COMMUN [SERIAL ONLINE]. 2011;2:365. DOI:10.1038/NCOMMS1368. KRISTENSEN DM, CAI X, MUSHEGIAN A. EVOLUTIONARILY CONSERVED ORTHOLOGOUS FAMILIES IN PHAGES ARE RELATIVELY RARE IN THEIR PROKARYOTIC HOSTS. J BACTERIOL. 2011;193:1806-1814. KROL AJ, ROELLIG D, DEQUEANT ML, TASSY O, GLYNN E, HATTEM G, MUSHEGIAN A, OATES AC, POURQUIE O. EVOLUTIONARY PLASTICITY OF SEGMENTATION CLOCK NETWORKS. DEVELOPMENT. 2011;138:2783-2792. LAKE CM, NIELSEN RJ, HAWLEY RS. THE DROSOPHILA ZINC FINGER PROTEIN TRADE EMBARGO IS REQUIRED FOR DOUBLE STRAND BREAK FORMATION IN MEIOSIS. PLOS GENET. 2011;7:E1002005. LEE KK, SARDIU ME, SWANSON SK, GILMORE JM, TOROK M, GRANT PA, FLORENS L, WORKMAN JL, WASHBURN MP. COMBINATORIAL DEPLETION ANALYSIS TO ASSEMBLE THE NETWORK ARCHITECTURE OF THE SAGA AND ADA CHROMATIN REMODELING COMPLEXES. MOL SYST BIOL. 2011;7:503. LIN C, GARRETT AS, DE KUMAR B, SMITH ER, GOGOL M, SEIDEL C, KRUMLAUF R, SHILATIFARD A. DYNAMIC TRANSCRIPTIONAL EVENTS IN EMBRYONIC STEM CELLS MEDIATED BY THE SUPER ELONGATION COMPLEX (SEC). GENES DEV. 2011;25:1486-1498. LITOVCHICK L, FLORENS LA, SWANSON SK, WASHBURN MP, DECAPRIO JA. DYRK1A PROTEIN KINASE PROMOTES QUIESCENCE AND SENESCENCE THROUGH DREAM COMPLEX ASSEMBLY. GENES DEV. 2011;25:801-813. LUTES AA, BAUMANN DP, NEAVES WB, BAUMANN P. FROM THE COVER: LABORATORY SYNTHESIS OF AN INDEPENDENTLY REPRODUCING VERTEBRATE SPECIES. PROC NATL ACAD SCI U S A. 2011;108:9910-9915. MCKINNEY MC, STARK DA, TEDDY J, KULESA PM. NEURAL CREST CELL COMMUNICATION INVOLVES AN EXCHANGE OF CYTOPLASMIC MATERIAL THROUGH CELLULAR BRIDGES REVEALED BY PHOTOCONVERSION OF KIKGR. DEV DYN. 2011;240:1391-1401. MCKINNEY MC, KULESA PM. IN VIVO CALCIUM DYNAMICS DURING NEURAL CREST CELL MIGRATION AND PATTERNING USING GCAMP3. DEV BIOL. 2011;358:309-317. MEYER EJ, IKMI A, GIBSON MC. INTERKINETIC NUCLEAR MIGRATION IS A BROADLY CONSERVED FEATURE OF CELL DIVISION IN PSEUDOSTRATIFIED EPITHELIA. CURR BIOL. 2011;21:485-491.
FORM 990, PART III, LINE 4 CONT.   MOHAN M, HERZ HM, SMITH ER, ZHANG Y, JACKSON J, WASHBURN MP, FLORENS L, EISSENBERG JC, SHILATIFARD A. THE COMPASS FAMILY OF H3K4 METHYLASES IN DROSOPHILA. MOL CELL BIOL. 2011;31:4310-4318. MOSLEY AL, SARDIU ME, PATTENDEN SG, WORKMAN JL, FLORENS L, WASHBURN MP. HIGHLY REPRODUCIBLE LABEL FREE QUANTITATIVE PROTEOMIC ANALYSIS OF RNA POLYMERASE COMPLEXES. MOL CELL PROTEOMICS. 2011;10:M110 000687. PARRISH M, UNRUH J, KRUMLAUF R. BAC MODIFICATION THROUGH SERIAL OR SIMULTANEOUS USE OF CRE/LOX TECHNOLOGY. J BIOMED BIOTECHNOL. 2011;2011:924068. PERRY JM, HE XC, SUGIMURA R, GRINDLEY JC, HAUG JS, DING S, LI L. COOPERATION BETWEEN BOTH WNT/{BETA}-CATENIN AND PTEN/PI3K/AKT SIGNALING PROMOTES PRIMITIVE HEMATOPOIETIC STEM CELL SELF-RENEWAL AND EXPANSION. GENES DEV. 2011;25:1928-1942. PONTS N, SARAF A, CHUNG DW, HARRIS A, PRUDHOMME J, WASHBURN MP, FLORENS L, LE ROCH KG. UNRAVELING THE UBIQUITOME OF THE HUMAN MALARIA PARASITE. J BIOL CHEM. 2011;286:40320-40330. POTAPOVA TA, SIVAKUMAR S, FLYNN JN, LI R, GORBSKY GJ. MITOTIC PROGRESSION BECOMES IRREVERSIBLE IN PROMETAPHASE AND COLLAPSES WHEN WEE1 AND CDC25 ARE INHIBITED. MOL BIOL CELL. 2011;22:1191-1206. REMBOUTSIKA E, ELKOURIS M, IULIANELLA A, ANDONIADOU CL, POULOU M, MITSIADIS TA, TRAINOR PA, LOVELL-BADGE R. FLEXIBILITY OF NEURAL STEM CELLS. FRONT PHYSIOL. 2011;2:16. RHIND N, CHEN Z, YASSOUR M, THOMPSON DA, HAAS BJ, HABIB N, WAPINSKI I, ROY S, LIN MF, HEIMAN DI, YOUNG SK, FURUYA K, GUO Y, PIDOUX A, CHEN HM, ROBBERTSE B, GOLDBERG JM, AOKI K, BAYNE EH, BERLIN AM, DESJARDINS CA, DOBBS E, DUKAJ L, FAN L, FITZGERALD MG, FRENCH C, GUJJA S, HANSEN K, KEIFENHEIM D, LEVIN JZ, MOSHER RA, MULLER CA, PFIFFNER J, PRIEST M, RUSS C, SMIALOWSKA A, SWOBODA P, SYKES SM, VAUGHN M, VENGROVA S, YODER R, ZENG Q, ALLSHIRE R, BAULCOMBE D, BIRREN BW, BROWN W, EKWALL K, KELLIS M, LEATHERWOOD J, LEVIN H, MARGALIT H, MARTIENSSEN R, NIEDUSZYNSKI CA, SPATAFORA JW, FRIEDMAN N, DALGAARD JZ, BAUMANN P, NIKI H, REGEV A, NUSBAUM C. COMPARATIVE FUNCTIONAL GENOMICS OF THE FISSION YEASTS. SCIENCE. 2011;332:930-936. RUBINSTEIN BY, LESHANSKY AM. RUPTURE OF THIN LIQUID FILMS: GENERALIZATION OF WEAKLY NONLINEAR THEORY. PHYS REV E STAT NONLIN SOFT MATTER PHYS. 2011;83:031603. SANDELL LL, IULIANELLA A, MELTON KR, LYNN M, WALKER M, INMAN KE, BHATT S, LEROUX-BERGER M, CRAWFORD M, JONES NC, DENNIS JF, TRAINOR PA. A PHENOTYPE-DRIVEN ENU MUTAGENESIS SCREEN IDENTIFIES NOVEL ALLELES WITH FUNCTIONAL ROLES IN EARLY MOUSE CRANIOFACIAL DEVELOPMENT. GENESIS. 2011;49:342-359. SHIVARAJU M, CAMAHORT R, MATTINGLY M, GERTON JL. SCM3 IS A CENTROMERIC NUCLEOSOME ASSEMBLY FACTOR. J BIOL CHEM. 2011;286:12016-12023. SMITH ER, LIN C, GARRETT AS, THORNTON J, MOHAGHEGH N, HU D, JACKSON J, SARAF A, SWANSON SK, SEIDEL C, FLORENS L, WASHBURN MP, EISSENBERG JC, SHILATIFARD A. THE LITTLE ELONGATION COMPLEX REGULATES SMALL NUCLEAR RNA TRANSCRIPTION. MOL CELL. 2011;44:954-965. SZUPERAK M, SALAH S, MEYER EJ, NAGARAJAN U, IKMI A, GIBSON MC. FEEDBACK REGULATION OF DROSOPHILA BMP SIGNALING BY THE NOVEL EXTRACELLULAR PROTEIN LARVAL TRANSLUCIDA. DEVELOPMENT. 2011;138:715-724. TAKAHASHI YH, WESTFIELD GH, OLESKIE AN, TRIEVEL RC, SHILATIFARD A, SKINIOTIS G. STRUCTURAL ANALYSIS OF THE CORE COMPASS FAMILY OF HISTONE H3K4 METHYLASES FROM YEAST TO HUMAN. PROC NATL ACAD SCI U S A. 2011;108:20526-20531. TAKAHASHI H, PARMELY TJ, SATO S, TOMOMORI-SATO C, BANKS CA, KONG SE, SZUTORISZ H, SWANSON SK, MARTIN-BROWN S, WASHBURN MP, FLORENS L, SEIDEL CW, LIN C, SMITH ER, SHILATIFARD A, CONAWAY RC, CONAWAY JW. HUMAN MEDIATOR SUBUNIT MED26 FUNCTIONS AS A DOCKING SITE FOR TRANSCRIPTION ELONGATION FACTORS. CELL. 2011;146:92-104. TAKAHASHI YH, SCHULZE JM, JACKSON J, HENTRICH T, SEIDEL C, JASPERSEN SL, KOBOR MS, SHILATIFARD A. DOT1 AND HISTONE H3K79 METHYLATION IN NATURAL TELOMERIC AND HM SILENCING. MOL CELL. 2011;42:118-126. TAKEO S, LAKE CM, MORAIS-DE-SA E, SUNKEL CE, HAWLEY RS. SYNAPTONEMAL COMPLEX-DEPENDENT CENTROMERIC CLUSTERING AND THE INITIATION OF SYNAPSIS IN DROSOPHILA OOCYTES. CURR BIOL. 2011. TALIAFERRO JM, ALVAREZ N, GREEN RE, BLANCHETTE M, RIO DC. EVOLUTION OF A TISSUE-SPECIFIC SPLICING NETWORK. GENES DEV. 2011;25:608-620. VOGELWEID CM, ZAPIEN KA, HONIGFORD MJ, LI L, LI H, MARSHALL H. EFFECTS OF A 28-DAY CAGE-CHANGE INTERVAL ON INTRACAGE AMMONIA LEVELS, NASAL HISTOLOGY, AND PERCEIVED WELFARE OF CD1 MICE. J AM ASSOC LAB ANIM SCI. 2011;50:868-878. WANG X, PAN L, WANG S, ZHOU J, MCDOWELL W, PARK J, HAUG J, STAEHLING K, TANG H, XIE T. HISTONE H3K9 TRIMETHYLASE EGGLESS CONTROLS GERMLINE STEM CELL MAINTENANCE AND DIFFERENTIATION. PLOS GENET. 2011;7:E1002426.
FORM 990, PART III, LINE 4 CONT.   WEAKE VM, DYER JO, SEIDEL C, BOX A, SWANSON SK, PEAK A, FLORENS L, WASHBURN MP, ABMAYR SM, WORKMAN JL. POST-TRANSCRIPTION INITIATION FUNCTION OF THE UBIQUITOUS SAGA COMPLEX IN TISSUE-SPECIFIC GENE ACTIVATION. GENES DEV. 2011;25:1499-1509. WILKIE GS, KORFALI N, SWANSON SK, MALIK P, SRSEN V, BATRAKOU DG, DE LAS HERAS J, ZULEGER N, KERR AR, FLORENS L, SCHIRMER EC. SEVERAL NOVEL NUCLEAR ENVELOPE TRANSMEMBRANE PROTEINS IDENTIFIED IN SKELETAL MUSCLE HAVE CYTOSKELETAL ASSOCIATIONS. MOL CELL PROTEOMICS. 2011;10:M110 003129. WOOD C, HUFF J, MARSHALL W, YU EQ, UNRUH J, SLAUGHTER B, WIEGRAEBE W. FLUORESCENCE CORRELATION SPECTROSCOPY AS TOOL FOR HIGH-CONTENT-SCREENING IN YEAST (HCS-FCS). PROC SPIE; 2011;7905, 79050H. XU XP, ROUILLER I, SLAUGHTER BD, EGILE C, KIM E, UNRUH JR, FAN X, POLLARD TD, LI R, HANEIN D, VOLKMANN N. THREE-DIMENSIONAL RECONSTRUCTIONS OF ARP2/3 COMPLEX WITH BOUND NUCLEATION PROMOTING FACTORS. EMBO J. 2012;31:236-247. YI K, UNRUH JR, DENG M, SLAUGHTER BD, RUBINSTEIN B, LI R. DYNAMIC MAINTENANCE OF ASYMMETRIC MEIOTIC SPINDLE POSITION THROUGH ARP2/3-COMPLEX-DRIVEN CYTOPLASMIC STREAMING IN MOUSE OOCYTES. NAT CELL BIOL. 2011;13:1252-1258. YU Y, SRINIVASAN M, NAKANISHI S, LEATHERWOOD J, SHILATIFARD A, STERNGLANZ R. A CONSERVED PATCH NEAR THE C TERMINUS OF HISTONE H4 IS REQUIRED FOR GENOME STABILITY IN BUDDING YEAST. MOL CELL BIOL. 2011;31:2311-2325. ZHOU C, SLAUGHTER BD, UNRUH JR, ELDAKAK A, RUBINSTEIN B, LI R. MOTILITY AND SEGREGATION OF HSP104-ASSOCIATED PROTEIN AGGREGATES IN BUDDING YEAST. CELL. 2011;147:1186-1196. ZHU HH, JI K, ALDERSON N, HE Z, LI S, LIU W, ZHANG DE, LI L, FENG GS. KIT-SHP2-KIT SIGNALING ACTS TO MAINTAIN A FUNCTIONAL HEMATOPOIETIC STEM AND PROGENITOR CELL POOL. BLOOD. 2011;117:5350-5361. REVIEWS, COMMENTARIES OR CHAPTERS: BRYAN TM, BAUMANN P. G-QUADRUPLEXES: FROM GUANINE GELS TO CHEMOTHERAPEUTICS. MOL BIOTECHNOL. 2011;49:198-208. CHEN S, WANG S, XIE T. RESTRICTING SELF-RENEWAL SIGNALS WITHIN THE STEM CELL NICHE: MULTIPLE LEVELS OF CONTROL. CURR OPIN GENET DEV. 2011;21:684-689. CONAWAY RC, CONAWAY JW. ORIGINS AND ACTIVITY OF THE MEDIATOR COMPLEX. SEMIN CELL DEV BIOL. 2011;22:729-734. CONAWAY RC, CONAWAY JW. FUNCTION AND REGULATION OF THE MEDIATOR COMPLEX. CURR OPIN GENET DEV. 2011;21:225-230. GKIKOPOULOS T, SCHOFIELD P, SINGH V, PINSKAYA M, MELLOR J, SMOLLE M, WORKMAN JL, BARTON GJ, OWEN-HUGHES T. A ROLE FOR SNF2-RELATED NUCLEOSOME-SPACING ENZYMES IN GENOME-WIDE NUCLEOSOME ORGANIZATION. SCIENCE. 2011;333:1758-1760. HARALALKA S, CARTWRIGHT HN, ABMAYR SM. RECENT ADVANCES IN IMAGING EMBRYONIC MYOBLAST FUSION IN DROSOPHILA [PUBLISHED AHEAD OF PRINT AUGUST 30 2011]. METHODS. 2011. HAWLEY RS. MOLECULAR BIOLOGY. HITTING A TINY TARGET IN THE DARK. SCIENCE 2011;331:870-871. HAWLEY RS. OOGENESIS: WHEN MOST IS GOOD ENOUGH. CURR BIOL. 2011;21:R288-290. HAWLEY RS. SOLVING A MEIOTIC LEGO(R) PUZZLE: TRANSVERSE FILAMENTS AND THE ASSEMBLY OF THE SYNAPTONEMAL COMPLEX IN CAENORHABDITIS ELEGANS. GENETICS. 2011;189:405-409. HEWAWASAM GS, GERTON JL. CSE4 GETS A KISS-OF-DEATH FROM PSH1. CELL CYCLE. 2011;10:566-567. HENIKOFF S, SHILATIFARD A. HISTONE MODIFICATION: CAUSE OR COG? TRENDS GENET. 2011;27:389-396. JASPERSEN SL, HAWLEY RS. MEIOTIC PAIRING AS A POLO MATCH. DEV CELL. 2011;21:805-806. KRULL CE, SU F, SWARTZ M, EBERHART J, MCLENNAN R, CHEN Y, TRAINOR PA. ELECTROPORATION OF CHICK AND MOUSE EMBRYOS. IN: J SHARPE, AND RO WONG, EDS. IMAGING IN DEVELOPMENTAL BIOLOGY: A LABORATORY MANUAL. COLD SPRING HARBOR, N.Y.: COLD SPRING HARBOR LABORATORY PRESS; 2011. KULESA PM, DICKINSON ME, HADJANTONAKIS AK. HIGHLIGHTS OF THE SPECIAL IMAGING ISSUE. GENESIS. 2011;49:479-483. KWAK J, WORKMAN JL, LEE D. THE PROTEASOME AND ITS REGULATORY ROLES IN GENE EXPRESSION. BIOCHIM BIOPHYS ACTA. 2011;1809:88-96. KWON SH, WORKMAN JL. HP1C CASTS LIGHT ON DARK MATTER. CELL CYCLE. 2011;10:625-630. KWON SH, WORKMAN JL. THE CHANGING FACES OF HP1: FROM HETEROCHROMATIN FORMATION AND GENE SILENCING TO EUCHROMATIC GENE EXPRESSION: HP1 ACTS AS A POSITIVE REGULATOR OF TRANSCRIPTION. BIOESSAYS. 2011;33:280-289.
FORM 990, PART III, LINE 4 CONT.   LIN CH, WORKMAN JL. SUPPRESSION OF CRYPTIC INTRAGENIC TRANSCRIPTS IS REQUIRED FOR EMBRYONIC STEM CELL SELF-RENEWAL. EMBO J. 2011;30:1420-1421. MA L, HAGA-YAMANAKA S, YU Q-E, QIU Q, KIM S, YU CR. IMAGING NEURONAL RESPONSES IN SLICE PREPARATIONS OF VOMERONASAL ORGAN EXPRESSING A GENETICALLY ENCODED CALCIUM SENSOR. J VIS EXP. 2011;58. MUSHEGIAN A, CONAWAY JW. THEMATIC MINIREVIEW SERIES ON COMPUTATIONAL SYSTEMS BIOLOGY. J BIOL CHEM. 2011;286:23621-23622. NEAVES WB, BAUMANN P. UNISEXUAL REPRODUCTION AMONG VERTEBRATES. TRENDS GENET. 2011;27:81-88. RAMISETTY SR, WASHBURN MP. UNRAVELING THE DYNAMICS OF PROTEIN INTERACTIONS WITH QUANTITATIVE MASS SPECTROMETRY. CRIT REV BIOCHEM MOL BIOL. 2011;46:216-228. SARDIU ME, WASHBURN MP. BUILDING PROTEIN-PROTEIN INTERACTION NETWORKS WITH PROTEOMICS AND INFORMATICS TOOLS. J BIOL CHEM. 2011;286:23645-23651. SARDIU ME, WASHBURN MP. CONSTRUCTION OF PROTEIN INTERACTION NETWORKS BASED ON THE LABEL-FREE QUANTITATIVE PROTEOMICS. METHODS MOL BIOL. 2011;781:71-85. SHIVARAJU M, GERTON GL. THE DYNAMICS OF THE CSE4 CHAPERONE SCM3. CELL CYCLE. 2011;10:3369-3378. SUGIMURA R, LI L. BONE METASTASIS TARGETS THE ENDOSTEAL HEMATOPOIETIC STEM CELL NICHE. IBMS BONEKEY. 2011;8:381-384. STRIZZI L, HARDY KM, SEFTOR EA, MARGARYAN NV, KIRSCHMANN DA, KIRSAMMER GT, BAILEY CM, KASEMEIER-KULESA JC, KULESA PM, SEFTOR REB, HENDRIX MJC. LESSONS FROM EMBYOGENESIS. IN: A BOSSERHOFF, ED. MELANOMA DEVELOPMENT - MOLECULAR BIOLOGY, GENETICS AND CLINICAL APPLICATIONS: SPRINGER-VERLAG/WIEN; 2011:281-296. SLAUGHTER BD, UNRUH JR, LI R. FLUORESCENCE FLUCTUATION SPECTROSCOPY AND IMAGING METHODS FOR EXAMINATION OF DYNAMIC PROTEIN INTERACTIONS IN YEAST. METHODS MOL BIOL. 2011;759:283-306. SMITH E, LIN C, SHILATIFARD A. THE SUPER ELONGATION COMPLEX (SEC) AND MLL IN DEVELOPMENT AND DISEASE. GENES DEV. 2011;25:661-672. SMOLLE M, WORKMAN JL. SIGNALING THROUGH CHROMATIN: SETTING THE SCENE AT KINETOCHORES. CELL. 2011;146:671-672. SUGANUMA T, WORKMAN JL. SIGNALS AND COMBINATORIAL FUNCTIONS OF HISTONE MODIFICATIONS. ANNU REV BIOCHEM. 2011;80:473-499. WASHBURN MP. DRIVING BIOCHEMICAL DISCOVERY WITH QUANTITATIVE PROTEOMICS. TRENDS BIOCHEM SCI. 2010;36:170-177. WEAKE VM, WORKMAN JL. SAGA FUNCTION IN TISSUE-SPECIFIC GENE EXPRESSION [PUBLISHED AHEAD OF PRINT DECEMBER 27 2011]. TRENDS CELL BIOL. 2011. XIONG B. SPC25: HOW THE KINETOCHORE PROTEIN PLAYS DURING OOCYTE MEIOSIS. CELL CYCLE. 2011;10:1031-1030. YUN M, WU J, WORKMAN JL, LI B. READERS OF HISTONE MODIFICATIONS. CELL RES. 2011;21:564-578. ZHOU Y, LU T, XIE T. A PGC-1 TALE: HEALTHIER INTESTINAL STEM CELLS, LONGER LIFE. CELL METAB. 2011;14:571-572. BOOK: RICHARDS JE, HAWLEY RS. THE HUMAN GENOME, A USER'S GUIDE. THIRD ED: ACADEMIC PRESS; 2011.
FORM 990, PART III, LINE 4 CONT. 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 2011, STOWERS SCIENTISTS WORKED WITH THE SUPPORT OF 24 GRANTS AND FELLOWSHIPS FROM THE NATIONAL INSTITUTES OF HEALTH, FOUR GRANTS AND FELLOWSHIPS FROM THE AMERICAN CANCER SOCIETY, ONE AWARD FROM ALEX'S LEMONADE STAND FOUNDATION, ONE FELLOWSHIP FROM THE LEUKEMIA AND LYMPHOMA SOCIETY, ONE FELLOWSHIP FROM THE AMERICAN HEART ASSOCIATION, ONE FELLOWSHIP FROM THE AMERICAN ASSOCIATION OF ANATOMISTS, ONE FELLOWSHIP FROM THE LIFE SCIENCES RESEARCH FOUNDATION, ONE FELLOWSHIP FROM THE DAMON RUNYON CANCER RESEARCH FOUNDATION, ONE AWARD FROM THE MCKNIGHT FOUNDATION, ONE AWARD FROM THE ELLISON MEDICAL 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, TWO INVESTIGATOR AWARDS 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 $7 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 2011: - ELIZABETH DUNCAN, PH.D., POSTDOCTORAL RESEARCH ASSOCIATE IN THE SNCHEZ ALVARADO LAB, TRANSFERRED A DAMON RUNYON CANCER RESEARCH FOUNDATION FELLOWSHIP TO THE INSTITUTE, EFFECTIVE IN JUNE. - JAMIE DYER, PH.D., POSTDOCTORAL RESEARCH ASSOCIATE IN THE WORKMAN LAB, RECEIVED A RUTH L. KIRSCHSTEIN NATIONAL RESEARCH SERVICE AWARD FROM THE NATIONAL INSTITUTES OF HEALTH, EFFECTIVE IN JULY. - MATT GIBSON, PH.D., ASSOCIATE INVESTIGATOR, RECEIVED THE 2011 HUDSON PRIZE FROM THE M.R. AND EVELYN HUDSON FOUNDATION, EFFECTIVE IN JULY. - SUE JASPERSEN, PH.D., ASSISTANT INVESTIGATOR, RECEIVED AN AMERICAN CANCER SOCIETY RESEARCH SCHOLAR GRANT, EFFECTIVE IN JANUARY. - RAM KANNAN, PREDOCTORAL RESEARCHER IN THE BAUMAN LAB, RECEIVED AN AMERICAN HEART ASSOCIATION MIDWEST AFFILIATE PREDOCTORAL FELLOWSHIP, EFFECTIVE IN JULY. - LINHENG LI, PH.D., INVESTIGATOR, RECEIVED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN SEPTEMBER. - TATJANA PIOTROWSKI, PH.D., ASSOCIATE INVESTIGATOR, JOINED THE INSTITUTE AND TRANSFERRED A NATIONAL INSTITUTES OF HEALTH GRANT AND AMERICAN CANCER SOCIETY SCHOLAR RESEARCH AWARD TO THE INSTITUTE, EFFECTIVE IN JUNE. - ALEJANDRO SNCHEZ, PH.D., INVESTIGATOR, JOINED THE STOWERS INSTITUTE AND TRANSFERRED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN JUNE AND A SENIOR SCHOLAR AWARD IN AGING FROM THE ELLISON MEDICAL FOUNDATION, EFFECTIVE IN SEPTEMBER. - KIMBERLY TU, PH.D. POSTDOCTORAL RESEARCH ASSOCIATE IN THE SNCHEZ ALVARADO LAB, TRANSFERRED TO THE INSTITUTE A FELLOWSHIP FROM THE LIFE SCIENCES RESEARCH FOUNDATION, EFFECTIVE IN JUNE. - JERRY WORKMAN, PH.D., INVESTIGATOR, RECEIVED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN SEPTEMBER. - SACHIKO YAMANAKA, PH.D., POSTDOCTORAL RESEARCH ASSOCIATE IN THE YU LAB, WAS AWARDED A FELLOWSHIP FROM THE JAPAN SOCIETY FOR THE PROMOTION OF SCIENCE, EFFECTIVE IN JUNE. - RON YU, PH.D., ASSOCIATE INVESTIGATOR, RECEIVED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN JUNE. - R. SCOTT HAWLEY, PH.D., INVESTIGATOR, WAS ELECTED TO THE NATIONAL ACADEMY OF SCIENCES IN JUNE. - WILLIAM B. NEAVES, PH.D., PRESIDENT EMERITUS, WAS ELECTED TO THE AMERICAN ACADEMY OF ARTS AND SCIENCES.
FORM 990, PART III, LINE 4 CONT. COOPERATION AGREEMENTS AND COLLABORATIONS THE STOWERS INSTITUTE CONTINUED COLLABORATIONS IN 2011 WITH HOSPITALS IN KANSAS CITY (CHILDREN'S MERCY, AND ST. LUKE'S) AND BOSTON (MASSACHUSETTS GENERAL HOSPITAL, BRIGHAM AND WOMEN'S HOSPITAL) AND ADDED NEW COLLABORATIONS IN NEW YORK CITY (MEMORIAL SLOAN KETTERING CANCER CENTER), CINCINNATI (CHILDREN'S HOSPITAL MEDICAL CENTER), SEATTLE (CHILDREN'S HOSPITAL AND REGIONAL MEDICAL CENTER) AND STOCKHOLM, SWEDEN (KAROLINSKA UNIVERSITY HOSPITAL). THE INSTITUTE ALSO COLLABORATES WITH THE UNIVERSITY OF MISSOURI AT KANSAS CITY AND COLUMBIA; THE UNIVERSITY OF KANSAS MEDICAL CENTER; THE HOWARD HUGHES MEDICAL INSTITUTE; HARVARD UNIVERSITY; HARVARD MEDICAL SCHOOL; THE CASE SCHOOL OF MEDICINE; DUKE UNIVERSITY SCHOOL OF MEDICINE; JOHN HOPKINS UNIVERSITY; MAYO MEDICAL SCHOOL; THE NEW YORK SCHOOL OF MEDICINE; PENINSULA MEDICAL SCHOOL UNIVERSITIES OF EXETER AND PLYMOUTH; ST. LOUIS UNIVERSITY SCHOOL OF MEDICINE; STANFORD UNIVERSITY; THE UNIVERSITY OF CALIFORNIA, LOS ANGELES AND SAN FRANCISCO; THE UNIVERSITY OF CINCINNATI COLLEGE OF MEDICINE; THE UNIVERSITY OF COLORADO AT BOULDER; THE UNIVERSITY OF COLORADO SCHOOL OF MEDICINE; THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL; THE UNIVERSITY OF NEBRASKA MEDICAL CENTER; THE UNIVERSITY OF PENNSYLVANIA; THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL; UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER; VANDERBILT UNIVERSITY SCHOOL OF MEDICINE AND WARWICK MEDICAL SCHOOL, MOST OF WHICH ARE ASSOCIATED WITH TEACHING AND RESEARCH HOSPITALS. IN TOTAL, STOWERS RESEARCHERS SUCCESSFULLY COLLABORATED WITH COLLEAGUES AT 78 NATIONAL AND 63 INTERNATIONAL UNIVERSITIES AND RESEARCH INSTITUTES. IN ADDITION TO THE INSTITUTIONS LISTED ABOVE, COLLABORATORS INCLUDE: AFFYMETRIX; AGILENT TECHNOLOGIES, AMERICAN MUSEUM OF NATURAL HISTORY; ARIZONA STATE UNIVERSITY; BIOLOGICAL RESEARCH CENTER AT HUNGARIAN ACADEMY OF SCIENCES; BRIGHAM AND WOMEN'S HOSPITAL, BOSTON; CALIFORNIA ACADEMY OF SCIENCES; CAPITAL MEDICAL UNIVERSITY CHINA; CENTRO DE REGULACION GENOMICA; CHILD AND FAMILY RESEARCH INSTITUTE, CANADA; CHINESE ACADEMY OF SCIENCES; CNRS CENTRE NATIONAL DE LA RECHERCHE SCIENTIFIQUE; COLD SPRING HARBOR LABORATORY; DALHOUSIE UNIVERSITY, NOVA SCOTIA; DANA-FARBER CANCER INSTITUTE; DOE JOINT GENOME INSTITUTE; EMORY UNIVERSITY; EUROPEAN BIOINFORMATICS INSTITUTE; EVOLVA BIOTECH A/S; FLANDERS INTERUNIVERSITY INSTITUTE FOR BIOTECHNOLOGY; HEBREW UNIVERSITY OF JERUSALEM; INDIANA UNIVERSITY; INDIANA UNIVERSITY SCHOOL OF MEDICINE INDIANAPOLIS; INSTITUCIO CATALANA DE RECERCA I ESTUDIS AVANCATS; INSTITUT MUNICIPAL D'INVESTIGACIO MEDICA; INSTITUTE OF SYSTEM BIOLOGY; JACKSON LABORATORY; JILIN UNIVERSITY; JUSTUS LIEBIG UNIVERSITY, GIESSEN; KAROLINSKA INSTITUTET; KAROLINSKA UNIVERSITY HOSPITAL; KUMAMOTO UNIVERSITY; LAWRENCE BERKELEY NATIONAL LABORATORY; LEIBNIZ INSTITUT FUR PFLANZENBIOCHEMIE; LIFE TECHNOLOGIES; LINKPINGS UNIVERSITT; LUNDS UNIVERSITET; MASSACHUSETTS INSTITUTE OF TECHNOLOGY; MAX PLANCK INSTITUTE OF MOLECULAR CELL BIOLOGY AND GENETICS; MCGILL UNIVERSITY; MONTANA STATE UNIVERSITY - BOZEMAN; NARA INSTITUTE OF SCIENCE AND TECHNOLOGY; NATIONAL CENTER FOR BIOTECHNOLOGY INFORMATION; NATIONAL INSTITUTES OF HEALTH, BETHESDA; NATIONAL UNIVERSITY OF SINGAPORE; NIJMEGEN CENTRE FOR MOLECULAR LIFE SCIENCES; NORTHWESTERN UNIVERSITY; OKLAHOMA MEDICAL RESEARCH FOUNDATION; OPEN UNIVERSITY; OREGON STATE UNIVERSITY; PEKING UNIVERSITY; PENNSYLVANIA STATE UNIVERSITY; PFIZER; ROCKEFELLER UNIVERSITY; SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE; SCRIPPS RESEARCH INSTITUTE; SEATTLE BIOMEDICAL RESEARCH INSTITUTE; SIMON FRASER UNIVERSITY; ST. LOUIS UNIVERSITY; STONY BROOK UNIVERSITY STATE UNIVERSITY OF NEW YORK; SWISS INSTITUTE OF BIOINFORMATICS; TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY; THE UNIVERSITY OF BRITISH COLUMBIA; THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL; TOHOKU UNIVERSITY; TOKYO METROPOLITAN UNIVERSITY; TSINGHUA UNIVERSITY; UNIVERSITY OF CALIFORNIA, BERKELEY, DAVIS, RIVERSIDE, SAN DIEGO AND SANTA CRUZ; UCL; UNIVERSIDADE DO PORTO; UNIVERSIT DEGLI STUDI DI NAPOLI FEDERICO II; UNIVERSITAT D'ALICANTE; UNIVERSITT FREIBURG IM BREISGAU; UNIVERSITT LAUSANNE SCHWEIZ; UNIVERSITAT ROVIRA I VIRGIL; UNIVERSITT TBINGEN; UNIVERSITT WIEN; UNIVERSITE CLAUDE BERNARD LYON; UNIVERSIT DE STRASBOURG; UNIVERSIT PARIS 7; UNIVERSIT PIERRE ET MARIE CURIE; UNIVERSITY MICHIGAN ANN ARBOR; UNIVERSITY OF ALABAMA AT BIRMINGHAM; UNIVERSITY OF ARIZONA; UNIVERSITY OF CALGARY; UNIVERSITY OF CHICAGO; UNIVERSITY OF CONNECTICUT HEALTH CENTER; UNIVERSITY OF DUNDEE; UNIVERSITY OF EDINBURGH; UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN; UNIVERSITY OF KENTUCKY; UNIVERSITY OF MANCHESTER; UNIVERSITY OF MISSOURI; UNIVERSITY OF NOTTINGHAM; UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER; UNIVERSITY OF OREGON; UNIVERSITY OF OXFORD; UNIVERSITY OF PENNSYLVANIA; UNIVERSITY OF PITTSBURGH; UNIVERSITY OF PITTSBURGH GRADUATE SCHOOL OF PUBLIC HEALTH; UNIVERSITY OF SCIENCE AND TECHNOLOGY OF CHINA; UNIVERSITY OF SOUTHERN CALIFORNIA; UNIVERSITY OF TORONTO; UNIVERSITY OF UTAH; UNIVERSITY OF WASHINGTON; UNIVERSITY OF WASHINGTON SEATTLE; UNIVERSITY OF WATERLOO; UNIVERZITA KARLOVA V PRAZE; WASHINGTON UNIVERSITY; YONSEI UNIVERSITY; ZHEJIANG UNIVERSITY.
FORM 990, PART III, LINE 4 CONT. 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. IN 2011, RENOWNED DEVELOPMENTAL BIOLOGIST TATJANA PIOTROWSKI, PH.D., AND TRAILBLAZING REGENERATION EXPERT ALEJANDRO SNCHEZ ALVARADO, PH.D. JOINED THE FACULTY OF STOWERS INSTITUTE FOR MEDICAL RESEARCH. 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 - 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 UNIVERSIT 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., ASSOCIATE 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 - 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
FORM 990, PART III, LINE 4 CONT.   - 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 - TATJANA PIOTROWSKI, PH.D. ASSOCIATE INVESTIGATOR, JOINED THE STOWERS INSTITUTE IN 2011 FROM THE UNIVERSITY OF UTAH'S SCHOOL OF MEDICINE, WHERE SHE WAS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF NEUROBIOLOGY AND ANATOMY. SHE RECEIVED HER MASTER'S DEGREE FROM THE UNIVERSITY OF TBINGEN, GERMANY, AND HER DOCTORATE DEGREE FROM THE MAX PLANCK INSTITUTE FOR DEVELOPMENTAL BIOLOGY IN TBINGEN. RESEARCH FOCUS: COLLECTIVE CELL MIGRATION, CELL TYPE SPECIFICATION AND STEM CELL BIOLOGY IN ZEBRAFISH AS A MODEL SYSTEM. - ALEJANDRO SNCHEZ ALVARADO, PH.D., INVESTIGATOR, JOINED THE STOWERS INSTITUTE IN 2011 FROM THE UNIVERSITY OF UTAH'S SCHOOL OF MEDICINE, WHERE HE HELD THE H.A & EDNA BENNING PROFESSORSHIP OF NEUROBIOLOGY AND ANATOMY. HE RECEIVED A B.S. IN MOLECULAR BIOLOGY AND CHEMISTRY FROM VANDERBILT UNIVERSITY IN NASHVILLE, TENN., AND A PH.D. IN PHARMACOLOGY AND CELL BIOPHYSICS FROM THE UNIVERSITY OF CINCINNATI COLLEGE OF MEDICINE IN CINCINNATI, OHIO. RESEARCH FOCUS: THE MOLECULAR AND CELLULAR MECHANISMS UNDERPINNING ANIMAL REGENERATION USING THE PLANARIAN SCHMIDTEA MEDITERRANEA AS A MODEL SYSTEM - 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 - KAUSIK SI, PH.D., ASSOCIATE 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., ASSOCIATE 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 INFLUENCE 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 CONT.   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
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES E. STOWERS JR. TITLE:DIRECTOR HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID A. WELTE TITLE:DIRECTOR/SECRETARY HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RODERICK L. STURGEON TITLE:DIRECTOR HOURS:48
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM B. NEAVES TITLE:DIRECTOR/PRESIDENT EMERITUS HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID M. CHAO TITLE:DIRECTOR/PRESIDENT/CEO HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD W. BROWN TITLE:DIRECTOR/CHAIR HOURS:48
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT E. KRUMLAUF TITLE:SCIENTIFIC DIRECTOR HOURS:2
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


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

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

OMB No. 1545-0047
2011
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.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) STOWERS SCIENTIFIC EDUCATION INSTITUTE

1000 EAST 50TH STREET

KANSAS CITY,MO64110
20-5916445
SUPPORT ORG DE 501(C)(3) 11A-TYPE I SIMR
 
Yes
 
(2) STOWERS RESOURCE MANAGEMENTINC

1000 EAST 50TH STREET

KANSAS CITY,MO64110
41-2186719
SUPPORT ORG DE 501(C)(3) 11A-TYPE I SIMR
 
Yes
 
(3) BIOMED VALLEY CORPORATION

1000 EAST 50TH STREET

KANSAS CITY,MO64110
74-3238244
SUPPORT ORG DE 501(C)(3) 11A-TYPE I SIMR
 
Yes
 
(4) STOWERS REAL ESTATE HOLDING CORPORATION

1000 EAST 50TH STREET

KANSAS CITY,MO64110
26-1472230
TITLE HOLDING DE 501(C)(2) N/A SRM
 
 
No
(5) THE GRADUATE SCHOOL OF SIMR

1000 EAST 50TH STREET

KANSAS CITY,MO64110
27-4482762
EDUCATION DE 501(C)(3) 2 SIMR
 
Yes
 
(6) STOWERS POLICY INSTITUTE INC

100O EAST 50TH STREET

KANSAS CITY,MO64110
20-3270502
SEE PART VII DE 501(C)(4) N/A SIMR
 
Yes
 


For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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
SEE PART VII DE BVC
 
C CORP 0 0 0 %












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related 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 DISCOVERIES INC

A 347,249 MARKET VALUE
(2) BIOMED VALLEY DISCOVERIES INC

A 10,014 MARKET VALUE
(3) STOWERS SCIENTIFIC EDUCATION INSTITUTE

C 164,411 COST REIMB.
(4) BIOMED VALLEY CORPORATION

C 56,319 MARKET VALUE
(5) STOWERS RESOURCE MANAGEMENT INC

C 49,507,601 MARKET VALUE
(6) STOWERS REAL ESTATE HOLDING CORP

J 2,230,551 MARKET VALUE
(7) STOWERS RESOURCE MANAGEMENT INC

O 16,876,712 COST REIMB.
(8) BIOMED VALLEY DISCOVERIES INC

P 194,616 COST REIMB.
(9) SEE PART VII FOR ADDITIONAL INFORMATION

     
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations?
(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 II, LINE 5, COLUMN B:   STOWERS POLICY INSTITUTE INC. ("SPI") IS AN ADVOCATE FOR A POLITICAL, ECONOMIC, AND SOCIAL ENVIRONMENT THAT ADVANCES AND PROTECTS BIOMEDICAL RESEARCH AND CURES. PART IV, COLUMN B: BIOMED VALLEY DISCOVERIES, INC.'S ("BVD") PRIMARY ACTIVITY IS DEVELOPMENT AND MARKETING OF SCIENTIFIC DISCOVERIES. BIOMED VALLEY CORPORATION IS THE 100% SHAREHOLDER OF BVD.
PART V, LINE 2 (1):   SIMR RECEIVES ROYALTY PAYMENTS FROM BVD PURSUANT TO A LICENSED TECHONOLOGY AGREEMENT DATED JANUARY 29, 2006. THESE ROYALTY PAYMENTS DO NOT CONSTITUTE GROSS INCOME DERIVED FROM AN UNRELATED TRADE OR BUSINESS UNDER SECTION 512(B)(13). THE ROYALTY PAYMENTS FROM BVD TO SIMR DO NOT REDUCE BVD'S TAXABLE INCOME, WHICH WOULD HAVE BEEN UNRELATED BUSINESS TAXABLE INCOME IF BVD WERE EXEMPT UNDER SECTION 501(C)(3) AND HAD THE SAME EXEMPT PURPOSES AS SIMR. IN ADDITION, THE SPECIAL RULE UNDER 512(B)(13)(E) APPLIES.
PART V, LINE 2 (2):   SIMR RECEIVED PAYMENTS FROM BVD IN RETURN FOR A TEMPORARY USE OF SPACE.
PART V, LINE 2 (3):   SSEI PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH AND SCIENCE EDUCATION ACTIVITIES.
PART V, LINE 2 (4):   BVC PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
PART V, LINE 2 (5):   SRM PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
PART V, LINE 2 (6):   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'S LEASE PAYMENTS TO SREHC IN 2011 TOTALED $2,230,551.
PART V, LINE 2 (7):   SIMR REIMBURSED SRM FOR COSTS ASSOCIATED WITH SRM'S ADMINISTRATIVE AND SUPPORT SERVICES PROVIDED TO SIMR. SRM IS A SUPPORTING ORGANIZATION TO SIMR.
PART V, LINE 2 (8):   SIMR WAS REIMBURSED BY BVD FOR ADMINISTRATIVE AND LOW MARGIN COVERED SERVICES USING THE SERVICE COST METHOD.
PART V, LINE 2 (9):   ALL OTHER TRANSACTIONS FOR LINE 1 WERE BETWEEN RELATED 501(C)(3) PUBLIC CHARITIES AND BELOW REPORTING THRESHOLDS.
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