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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
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
Suite
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 $ 297,305,180
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) ...... 5 379
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  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 57,865,166 67,721,427
9 Program service revenue (Part VIII, line 2g) ......... 182,210 265,874
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,897,001 868,595
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 616,981 531,345
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 60,561,358 69,387,241
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,151,122 3,867,999
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) 28,620,114 28,886,712
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–24e).... 42,289,039 42,378,241
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 72,060,275 75,132,952
19 Revenue less expenses. Subtract line 18 from line 12....... -11,498,917 -5,745,711
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 475,896,618 460,818,804
21 Total liabilities (Part X, line 26)............. 209,682,708 201,223,095
22 Net assets or fund balances. Subtract line 21 from line 20..... 266,213,910 259,595,709
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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 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 $ 67,972,031 including grants of $ 3,867,999 ) (Revenue $ 265,874 )
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 expensesMediumBullet67,972,031
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV.........
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 United States? If “Yes,” complete Schedule F, Parts II and IV
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 United States? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions)....
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 hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
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
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 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 lines 24b through 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, highest 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 direct or indirect 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 M..Click 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, Part II, III, or IV, and Part 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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
31
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
379
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, securities account, or other financial 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 as charitable contributions?...
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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
7
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
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 this 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:
MediumBulletJ SCOTT PETTET1000 E 50TH STREETKANSAS CITYMO64110 (816) 926-4000
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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
.......................4.0
X           0 0 0
(2) VIRGINIA G STOWERS........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(3) DAVID A WELTE........................................................................
DIRECTOR/SECRETARY
2.0
.......................50.0
X   X       0 1,024,683 55,968
(4) RODERICK L STURGEON........................................................................
DIRECTOR
2.0
.......................50.0
X           0 1,220,119 52,614
(5) WILLIAM B NEAVES........................................................................
DIRECTOR/PRESIDENT EMERITUS
40.0
.......................8.0
X   X       451,681 0 50,423
(6) DAVID M CHAO........................................................................
DIRECTOR/PRESIDENT/CEO
40.0
.......................6.0
X   X       1,201,745 0 38,824
(7) RICHARD W BROWN........................................................................
DIRECTOR/CHAIR
2.0
.......................48.0
X   X       0 1,821,753 48,692
(8) ROBERT E KRUMLAUF........................................................................
SCIENTIFIC DIRECTOR
40.0
.......................4.0
      X     648,060 0 52,200
(9) RONALD C CONAWAY........................................................................
INVESTIGATOR
40.0
.......................0.0
        X   258,328 0 38,824
(10) JOAN W CONAWAY........................................................................
INVESTIGATOR
40.0
.......................0.0
        X   256,176 0 50,205
(11) JERRY L WORKMAN........................................................................
INVESTIGATOR
40.0
.......................0.0
        X   258,509 0 44,564
(12) R SCOTT HAWLEY........................................................................
INVESTIGATOR
40.0
.......................2.0
        X   277,727 0 57,543
(13) ARCADY R MUSHEGIAN........................................................................
DIR. BIOINFORMATICS RESEARCH
40.0
.......................0.0
        X   253,115 0 50,379








Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line)
(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 3,605,341 4,066,555 540,236
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet33
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 STREETKANSAS CITYMO64111 SEE SCH L, PART V 200,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 60,252,458
e Government grants (contributions)1e 6,077,801
f All other contributions, gifts, grants, and
similar amounts not included above
1f
1,391,168
g Noncash contributions included in lines
1a-1f:$
60,055,212
h Total. Add lines 1a-1f.......MediumBullet 67,721,427
 Program Service Revenue Business Code
2a COLLABORATION FEE FROM HHMI 501(C)(3) 900099 265,874 265,874    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 265,874
 Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 528,525     528,525
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 404,298     404,298
(i) Real (ii) Personal
6a Gross rents 14,475  
b Less: rental expenses 14,475  
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 228,237,371 6,163
b Less: cost or other basis and sales expenses 227,850,152 53,312
c Gain or (loss) 387,219 -47,149
d Net gain or (loss)..........MediumBullet 340,070     340,070
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 900099 78,506     78,506
b OTHER REBATES & REVENUE 900099 48,541     48,541
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 127,047
12 Total revenue. See Instructions......MediumBullet 69,387,241 265,874   1,399,940
Form 990 (2012)
Form 990 (2012)
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).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 2,500,000 2,500,000
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,367,999 1,367,999
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 .... 2,442,933 2,198,640 244,293 0
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 19,694,142 17,724,728 1,969,414 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,491,750 2,242,575 249,175 0
9 Other employee benefits ....... 2,855,101 2,569,591 285,510 0
10 Payroll taxes ........... 1,402,786 1,262,507 140,279 0
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 28,251   28,251 0
c Accounting ........... 10,000   10,000 0
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,434,952 1,291,457 143,495 0
12 Advertising and promotion .... 0      
13 Office expenses ....... 319,335 287,402 31,933 0
14 Information technology ...... 257,892 232,103 25,789 0
15 Royalties .. 97,265 87,539 9,726 0
16 Occupancy ........... 2,217,687 1,995,918 221,769 0
17 Travel ............ 650,992 585,893 65,099 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 476,412 428,771 47,641 0
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 11,218,428 10,096,585 1,121,843 0
23 Insurance .............. 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a COST-SHARING W/RELATED ORG 18,486,798 16,638,118 1,848,680  
b LAB SUPPLIES 6,181,079 5,562,971 618,108  
c NON-CAPITAL EQUIPMENT 393,559 354,203 39,356  
d DUES & SUBSCRIPTIONS 79,040 71,136 7,904  
e All other expenses 526,551 473,895 52,656  
25 Total functional expenses. Add lines 1 through 24e 75,132,952 67,972,031 7,160,921 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 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 1,943,474 1 2,998,898
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ........... 697,175 3 471,561
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 8 186,858
9 Prepaid expenses and deferred charges .......... 714,385 9 686,767
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 314,849,674
b Less: accumulated depreciation ..... 10b 140,973,835 182,348,369 10c 173,875,839
11 Investments—publicly traded securities .......... 86,566,796 11 89,292,262
12 Investments—other securities. See Part IV, line 11 ..... 354,224 12 444,514
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 ........... 202,922,595 15 192,862,105
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 475,896,618 16 460,818,804
Liabilities 17 Accounts payable and accrued expenses ......... 7,365,107 17 7,781,660
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 617,194 19 534,290
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other 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.................... 201,700,407 25 192,907,145
26 Total liabilities. Add lines 17 through 25......... 209,682,708 26 201,223,095
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 266,213,910 27 259,595,709
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 266,213,910 33 259,595,709
34 Total liabilities and net assets/fund balances ........ 475,896,618 34 460,818,804
Form 990 (2012)
Form 990 (2012)
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
69,387,241
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
75,132,952
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-5,745,711
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
266,213,910
5
Net unrealized gains (losses) on investments ...............
5
-330,577
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-541,913
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
259,595,709
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
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  
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
CHILDREN'S MERCY HOSPITAL IN KANSAS CITY MISSOURI
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

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
2012
Name of the 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
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) (2012)

Additional Data


Software ID:  
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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
2012
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (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 current year end balance (line 1g, column (a)) 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 XIII 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 ................   224,344,932 71,544,156 152,800,776
c Leasehold improvements ............        
d Equipment ................   87,104,742 69,429,679 17,675,063
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 173,875,839
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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 192,760,151
(2) OTHER RECEIVABLES 101,954







Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 192,862,105
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 4,819,966
ANNUITY PAYABLE 188,087,179







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 192,907,145
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI 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 XIII.) ............ 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 XIII.) ........... 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 XII 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 XIII.) ............ 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 XIII.) ............ 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 XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, 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. THE INSTITUTE CONSISTS OF FIVE TAX-EXEMPT ENTITIES AS DESCRIBED IN SECTION 501(C)(3)AND ONE TAX EXEMPT ENTITY AS DESCRIBED IN 501(C)(2) THE CODE. THEREORE, IT IS THE INSTITUTE'S TAX POSITION THAT THESE SIX ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAXES.
Schedule D (Form 990) 2012

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
2012
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. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) THE GRADUATE SCHOOL OF SIMR
1000 EAST 50TH STREET
KANSAS CITY,MO64110
27-4482762 501(C)(3)   2,500,000 FMV F.I. SECURITIES SEE PART IV






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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 43 1,367,999   N/A N/A












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
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.
PART II, LINE 1   SIMR CONTRIBUTED FUNDS TO START THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR"). GSSIMR'S EXEMPT PURPOSE IS TO PROVIDE GRADUATE EDUCATION THAT WILL PREPARE SCHOLARS FOR SCIENTIFIC RESEARCH IN THE BIOLOGICAL SCIENCES. GSSIMR OFFERS A RESEARCH-BASED PH.D. DEGREE IN BIOLOGY AND OTHER INSTRUCTION PROGRAMS.
Schedule I (Form 990) 2012


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
2012
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 of 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 filing organization used 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
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 (E) amounts for that individual.
(A) Name and Title (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 WELTEDIRECTOR/SECRETARY (i)
(ii)
0
971,812
0
0
0
52,871
0
37,500
0
18,468
0
1,080,651
0
0
(2)RODERICK L STURGEONDIRECTOR (i)
(ii)
0
1,134,046
0
0
0
86,073
0
37,500
0
15,114
0
1,272,733
0
0
(3)WILLIAM B NEAVESDIRECTOR/PRESIDENT EMERITUS (i)
(ii)
444,269
0
0
0
7,412
0
37,500
0
12,923
0
502,104
0
0
0
(4)DAVID M CHAODIRECTOR/PRESIDENT/CEO (i)
(ii)
1,195,538
0
0
0
6,207
0
37,500
0
1,324
0
1,240,569
0
0
0
(5)ROBERT E KRUMLAUFSCIENTIFIC DIRECTOR (i)
(ii)
457,072
0
0
0
190,988
0
37,500
0
14,700
0
700,260
0
0
0
(6)RONALD C CONAWAYINVESTIGATOR (i)
(ii)
256,009
0
0
0
2,319
0
37,500
0
1,324
0
297,152
0
0
0
(7)JOAN W CONAWAYINVESTIGATOR (i)
(ii)
253,857
0
0
0
2,319
0
37,500
0
12,705
0
306,381
0
0
0
(8)JERRY L WORKMANINVESTIGATOR (i)
(ii)
255,508
0
0
0
3,001
0
37,500
0
7,064
0
303,073
0
0
0
(9)R SCOTT HAWLEYINVESTIGATOR (i)
(ii)
275,408
0
0
0
2,319
0
37,500
0
20,043
0
335,270
0
0
0
(10)RICHARD W BROWNDIRECTOR/CHAIR (i)
(ii)
0
1,787,848
0
0
0
33,905
0
37,500
0
11,192
0
1,870,445
0
0
(11)ARCADY R MUSHEGIANDIR. BIOINFORMATICS RESEARCH (i)
(ii)
228,966
0
0
0
24,149
0
34,495
0
15,884
0
303,494
0
0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
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 $102,229 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) 2012

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
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 200,000 SEE PART V   No
(2) JULIA ZEITLINGER PhD SEE PART V 107,103 EMPLOYEE OF SIMR   No
(3) LEANNE WIEDEMANN PhD SEE PART V 187,660 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): COLUMN B   RICHARD W. BROWN, DAVID A. WELTE, DAVID M. CHAO, 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 $200,000. 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) 2012

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
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 60,055,212 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
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 CONTRIBUTIONS AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED.
Schedule M (Form 990) (2012)
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
2012
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. JAMES E. STOWERS JR., RICHARD W. BROWN, DAVID A. WELTE, DAVID M. CHAO, 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, LLP. 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 SEVEN OFFICERS OF SIMR FOR THEIR REVIEW AND COMMENTS BEFORE THE FORM 990 IS FILED WITH THE IRS. AFTER THE PREPARATION AND REVIEW PROCESS DESCRIBED ABOVE, THE FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, LINE 12C   SIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF SIMR ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. A COVERED PERSON MUST ALSO DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. SIMR CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO INSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE.
FORM 990, PART VI, LINES 15A & 15B   THE PROCESS FOR DETERMINING COMPENSATION OF SIMRS 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 POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PROCESS WAS UNDERTAKEN IN 2009 AT THE TIME THE CURRENT CONTRACT WAS EXECUTED AND APPROVED BY THE GOVERNING BOARD AS DOCUMENTED IN THE OFFICIAL MINUTES. ANOTHER REVIEW PROCESS FOR THE PRESIDENT AND CEO WAS COMPLETED IN 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 9   OTHER CHANGES IN NET ASSETS INCLUDE THE FOLLOWING: ACTUARIAL LOSS ON ANNUITY (541,913)
FORM 990, PART III, LINE 4 2012 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, BIRTH DEFECTS, 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.   2012 NOTABLE RESEARCH RESULTS IN 2012, SIMR RESEARCH TEAMS MADE DISCOVERIES MERITING PUBLICATION IN LEADING PEER-REVIEWED SCIENTIFIC JOURNALS - 59 ORIGINAL RESEARCH PAPERS IN ALL. SIMR RESEARCH TEAMS ALSO PUBLISHED 29 REVIEWS, COMMENTARIES, BOOK CHAPTERS. SOME OF THE HIGHLIGHTS AMONG PAPERS PUBLISHED IN 2012 INCLUDE: THE BAUMANN LAB DISCOVERED HOW THE RNA TER1, A COMPONENT OF THE ENZYME TELOMERASE, IS SCULPTED TO FAVOR INTERACTIONS WITH ITS PROTEIN PARTNERS: TWO RING-LIKE PROTEINS SEQUENTIALLY SLIP INTO ONTO UNPROCESSED TER1 RNA AND HOLD IT WHILE IT IS CLIPPED TO THE OPTIMUM SIZE, FOLDED AND CAPPED. (PUBLISHED IN THE MARCH 26, 2012 ISSUE OF NATURE) THE CONAWAY LAB REVEALED HOW ATF6, A MASTER REGULATOR THAT TAKES CHARGES FOLLOWING A CELLULAR CRISIS TRIGGERED BY THE ACCUMULATION OF MISFOLDED PROTEINS, ACTIVATES ITS TARGET GENES. THE STUDY WAS SELECTED BY THE EDITORS OF THE JOURNAL OF BIOLOGICAL CHEMISTRY AS "PAPER OF THE WEEK." (PUBLISHED IN THE JUNE 29, 2012 ISSUE OF THE JOURNAL OF BIOLOGICAL CHEMISTRY) THE GERTON LAB DEVELOPED AN INNOVATIVE METHOD TO COUNT THE NUMBER OF FLUORESCENT MOLECULES IN A TIGHT CLUSTER AND THEN APPLIED THE NOVEL APPROACH TO SETTLE THE DEBATE OF HOW DNA TWISTS INTO THE CENTROMERE, A SPECIALIZED STRUCTURE THAT SITS AT THE CROSS POINT OF THE "X" USED TO REPRESENT DUPLICATED CHROMOSOMES. (PUBLISHED IN THE JULY 20, 2012 ISSUE OF CELL) THE LINHENG LI LAB IDENTIFIED AN IMPORTANT MOLECULAR CUE THAT KEEPS QUIESCENT MOUSE HEMATOPOIETIC (OR BLOOD-FORMING) STEM CELLS FROM PROLIFERATING WHEN THEIR SERVICES ARE NOT NEEDED. (PUBLISHED IN THE JULY 20, 2012 ISSUE OF CELL.) THE RONG LI LAB DISCOVERED THAT YEAST CELLS CAN LOOSEN THE REINS ON THEIR GENOME, READILY ACQUIRING OR LOSING WHOLE CHROMOSOMES TO ENABLE RAPID ADAPTION. (PUBLISHED IN THE JANUARY 29, 2012, ONLINE ISSUE OF NATURE.) THE SANCHEZ LAB SUCCESSFULLY TRACKED STEM CELLS IN THE FLATWORM SCHMIDTEA MEDITERRANEA AND REVEALED THAT THE WORMS' STEM CELLS, KNOWN AS NEOBLASTS, MARCH OUT, MULTIPLY AND START REBUILDING TISSUES LOST TO AMPUTATION SETTLING THE CENTURY-OLD QUESTIONS WHETHER NEOBLASTS CAN ACTIVELY TRAVEL TOWARDS WOUNDS. (PUBLISHED IN THE OCTOBER 1, 2012, ISSUE OF DEVELOPMENT) THE SHILATIFARD LAB REVEALED THAT ONE WAY STEM CELLS ENSURE THAT THEY ARE READY TO ACTIVATE HIGHLY DIVERSE GENE EXPRESSION PROGRAMS AT A MOMENT'S NOTICE IS BY STATIONING A PROTEIN CALLED ELL3 AT STRETCHES OF DNA REQUIRED TO ACTIVATE A NEIGHBORING GENE, GENOMIC REGIONS KNOWN AS ENHANCERS. (PUBLISHED IN THE DECEMBER 27, 2012, ONLINE ISSUE OF CELL) THE TRAINOR LAB DISCOVERED A KEY MOLECULAR PLAYER REQUIRED FOR THE PROPER MIGRATION AND SURVIVAL OF NEURAL CREST CELLS. THESE CELLS GENERATE MOST OF THE CARTILAGE, BONE AND CONNECTIVE TISSUE IN THE HEAD AND FACE EXPLAINING THE FREQUENTLY OBSERVED LINK BETWEEN CRANIAL AND FACIAL MALFORMATIONS. (PUBLISHED IN THE OCT. 4, 2012, ISSUE OF PLOS GENETICS) THE YU LAB TRACED THE SIGNALS INDUCED BY INDIVIDUAL ODOR MOLECULES DEEP INTO THE BRAIN AND FOUND EVIDENCE THAT CHEMICALLY RELATED ODORANTS MAPPED ALL OVER THE OLFACTORY BULB, WHICH PROCESSES INCOMING OLFACTORY INFORMATION, AND NOT NEXT TO EACH OTHER AS BELIEVED PREVIOUSLY. (PUBLISHED IN THE MARCH 19, 2012, ISSUE OF THE PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES) THE ZEITLINGER LAB DISCOVERED A FUNDAMENTALLY NEW MECHANISM THAT ENSURES THAT THE CORRECT GENES IN EACH TISSUE ARE TURNED ON AND OFF IN PRECISELY THE RIGHT SEQUENCE DURING DEVELOPMENT. THE TEAM FOUND THAT THE PATTERN OF GENES WITH POISED POLYMERASE IN MUSCLE AND NERVE CELLS VARIED DEPENDING ON THE STAGE OF DEVELOPMENT AND NOT DEPENDING ON TISSUE TYPE AS EXPECTED. (PUBLISHED IN THE DECEMBER 27, 2012, ISSUE OF CELL REPORTS)
FORM 990, PART III, LINE 4 CONT.   COMPREHENSIVE LIST OF 2012 ORIGINAL RESEARCH PAPERS; REVIEWS, COMMENTARIES AND BOOK CHAPTERS ORIGINAL RESEARCH PAPERS 1. BAILEY CM, MORRISON JA, KULESA PM. MELANOMA REVIVES AN EMBRYONIC MIGRATION PROGRAM TO PROMOTE PLASTICITY AND INVASION. PIGMENT CELL MELANOMA RES. 2012;25:573-583. 2. BARDET AF, HE Q, ZEITLINGER J, STARK A. A COMPUTATIONAL PIPELINE FOR COMPARATIVE CHIP-SEQ ANALYSES. NAT PROTOC. 2012;7:45-61. 3. BARLOW AJ, DIXON J, DIXON MJ, TRAINOR PA. BALANCING NEURAL CREST CELL INTRINSIC PROCESSES WITH THOSE OF THE MICROENVIRONMENT IN TCOF1 HAPLOINSUFFICIENT MICE ENABLES COMPLETE ENTERIC NERVOUS SYSTEM FORMATION. HUM MOL GENET. 2012;21:1782-1793. 4. BOCCHINFUSO DG, TAYLOR P, ROSS E, IGNATCHENKO A, IGNATCHENKO V, KISLINGER T, PEARSON BJ, MORAN MF. PROTEOMIC PROFILING OF THE PLANARIAN SCHMIDTEA MEDITERRANEA AND ITS MUCOUS REVEALS SIMILARITIES WITH HUMAN SECRETIONS AND THOSE PREDICTED FOR PARASITIC FLATWORMS. MOL CELL PROTEOMICS. 2012;11:681-691. 5. BOSE T, LEE KK, LU S, XU B, HARRIS B, SLAUGHTER B, UNRUH J, GARRETT A, MCDOWELL W, BOX A, LI H, PEAK A, RAMACHANDRAN S, SEIDEL C, GERTON JL. COHESIN PROTEINS PROMOTE RIBOSOMAL RNA PRODUCTION AND PROTEIN TRANSLATION IN YEAST AND HUMAN CELLS. PLOS GENET. 2012;8:E1002749. 6. CHEN S, LEWIS B, MORAN A, XIE T. CADHERIN-MEDIATED CELL ADHESION IS CRITICAL FOR THE CLOSING OF THE MOUSE OPTIC FISSURE. PLOS ONE. 2012;7:E51705. 7. CHEN S, LI H, ZUECKERT-GAUDENZ K, PAULSON A, GUO F, TRIMBLE R, PEAK A, SEIDEL C, DENG C, FURUTA Y, XIE T. DEFECTIVE FGF SIGNALING CAUSES COLOBOMA FORMATION AND DISRUPTS RETINAL NEUROGENESIS [PUBLISHED AHEAD OF PRINT NOVEMBER 14 2012]. CELL RES. 2012. 8. CHEN Z, MCCROSKY S, GUO W, LI H, GERTON JL. A GENETIC SCREEN TO DISCOVER PATHWAYS AFFECTING COHESIN FUNCTION IN SCHIZOSACCHAROMYCES POMBE IDENTIFIES CHROMATIN EFFECTORS. G3 (BETHESDA). 2012;2:1161-1168. 9. CHEN G, BRADFORD WD, SEIDEL CW, LI R. HSP90 STRESS POTENTIATES RAPID CELLULAR ADAPTATION THROUGH INDUCTION OF ANEUPLOIDY. NATURE. 2012;482:246-250. 10. COLLINS KA, CALLICOAT JG, LAKE CM, MCCLURKEN CM, KOHL KP, HAWLEY RS. A GERMLINE CLONE SCREEN ON THE X CHROMOSOME REVEALS NOVEL MEIOTIC MUTANTS IN DROSOPHILA MELANOGASTER. G3. 2012;2:1369-1377. 11. COSTESSI A, MAHROUR N, SHARMA V, STUNNENBERG R, STOEL MA, TIJCHON E, CONAWAY JW, CONAWAY RC, STUNNENBERG HG. THE HUMAN EKC/KEOPS COMPLEX IS RECRUITED TO CULLIN2 UBIQUITIN LIGASES BY THE HUMAN TUMOUR ANTIGEN PRAME. PLOS ONE. 2012;7:E42822. 12. D'ANGIOLELLA V, DONATO V, FORRESTER FM, JEONG Y-T, KUDO Y, PELLACANI C, SARAF A, FLORENS L, WASHBURN MP, PAGANO M. THE CYCLIN F-RIBONUCLEOTIDE REDUCTASE M2 AXIS CONTROLS GENOME INTEGRITY AND DNA REPAIR. CELL. 2012;149:1023-1034. 13. DAS A, SLAUGHTER BD, UNRUH JR, BRADFORD WD, ALEXANDER R, RUBINSTEIN B, LI R. FLIPPASE-MEDIATED PHOSPHOLIPID ASYMMETRY PROMOTES FAST CDC42 RECYCLING IN DYNAMIC MAINTENANCE OF CELL POLARITY. NAT CELL BIOL. 2012;14:304-310. 14. DENNIS JF, KUROSAKA H, IULIANELLA A, PACE J, THOMAS N, BECKHAM S, WILLIAMS T, TRAINOR PA. MUTATIONS IN HEDGEHOG ACYLTRANSFERASE (HHAT) PERTURB HEDGEHOG SIGNALING, RESULTING IN SEVERE ACRANIA-HOLOPROSENCEPHALY-AGNATHIA CRANIOFACIAL DEFECTS. PLOS GENET. 2012;8:E1002927. 15. FRIEDERICHS JM, GARDNER JM, SMOYER CJ, WHETSTINE CR, GOGOL M, SLAUGHTER BD, JASPERSEN SL. GENETIC ANALYSIS OF MPS3 SUN DOMAIN MUTANTS IN SACCHAROMYCES CEREVISIAE REVEALS AN INTERACTION WITH THE SUN-LIKE PROTEIN SLP1. G3 (BETHESDA). 2012;2:1703-1718. 16. GAERTNER B, JOHNSTON J, CHEN K, WALLASCHEK N, PAULSON A, GARRUSS AS, GAUDENZ K, DE KUMAR B, KRUMLAUF R, ZEITLINGER J. POISED RNA POLYMERASE II CHANGES OVER DEVELOPMENTAL TIME AND PREPARES GENES FOR FUTURE EXPRESSION. CELL REP. 2012;2:1670-1683. 17. 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. MOL CELL PROTEOMICS. 2012;11:M111 011544. 18. GHOSH S, GARDNER JM, SMOYER CJ, FRIEDERICHS JM, UNRUH JR, SLAUGHTER BD, ALEXANDER R, CHISHOLM RD, LEE KK, WORKMAN JL, JASPERSEN SL. ACETYLATION OF THE SUN PROTEIN MPS3 BY ECO1 REGULATES ITS FUNCTION IN NUCLEAR ORGANIZATION. MOL BIOL CELL. 2012;23:2546-2559. 19. GOTTSCHALK AJ, TRIVEDI RD, CONAWAY JW, CONAWAY RC. ACTIVATION OF THE SNF2 FAMILY ATPASE ALC1 BY POLY(ADP-RIBOSE) IN A STABLE ALC1{MIDDLE DOT}PARP1{MIDDLE DOT}NUCLEOSOME INTERMEDIATE. J BIOL CHEM. 2012;287:43527-43532. 20. HERZ HM, MOHAN M, GARRUSS AS, LIANG K, TAKAHASHI YH, MICKEY K, VOETS O, VERRIJZER CP, SHILATIFARD A. ENHANCER-ASSOCIATED H3K4 MONOMETHYLATION BY TRITHORAX-RELATED, THE DROSOPHILA HOMOLOG OF MAMMALIAN MLL3/MLL4. GENES DEV. 2012;26:2604-2620. 21. HERZ HM, MOHAN M, GARRETT AS, MILLER C, CASTO D, ZHANG Y, SEIDEL C, HAUG JS, FLORENS L, WASHBURN MP, YAMAGUCHI M, SHIEKHATTAR R, SHILATIFARD A. POLYCOMB REPRESSIVE COMPLEX 2-DEPENDENT AND -INDEPENDENT FUNCTIONS OF JARID2 IN TRANSCRIPTIONAL REGULATION IN DROSOPHILA. MOL CELL BIOL. 2012;32:1683-1693. 22. KAIPA BR, SHAO H, SCHAFER G, TRNKEWITZ T, GROTH V, LIU J, BECK L, ABMAYR SM, ONEL SF. DOCK MEDIATES SCAR- AND WASP-DEPENDENT ACTIN POLYMERIZATION THROUGH INTERACTION WITH CELL ADHESION MOLECULES IN FOUNDER CELLS AND FUSION-COMPETENT MYOBLASTS [PUBLISHED AHEAD OF PRINT SEPTEMBER 19 2012]. J CELL SCI. 2012. 23. KANAKOUSAKI K, GIBSON MC. A DIFFERENTIAL REQUIREMENT FOR SUMOYLATION IN PROLIFERATING AND NON-PROLIFERATING CELLS DURING DROSOPHILA DEVELOPMENT. DEVELOPMENT. 2012;139:2751-2762. 24. KIM S, MA L, JENSEN KL, KIM MM, BOND CT, ADELMAN JP, YU CR. PARADOXICAL CONTRIBUTION OF SK3 AND GIRK CHANNELS TO THE ACTIVATION OF MOUSE VOMERONASAL ORGAN. NAT NEUROSCI. 2012;15:1236-1244. 25. KORFALI N, WILKIE GS, SWANSON SK, SRSEN V, DE LAS HERAS J, BATRAKOU DG, MALIK P, ZULEGER N, KERR AR, FLORENS L, SCHIRMER EC. THE NUCLEAR ENVELOPE PROTEOME DIFFERS NOTABLY BETWEEN TISSUES. NUCLEUS. 2012;3:552-564. 26. KUMAR S, SANDELL LL, TRAINOR PA, KOENTGEN F, DUESTER G. ALCOHOL AND ALDEHYDE DEHYDROGENASES: RETINOID METABOLIC EFFECTS IN MOUSE KNOCKOUT MODELS. BIOCHIM BIOPHYS ACTA. 2012;1821:198-205. 27. KURYAN BG, KIM J, TRAN NNH, LOMBARDO SR, VENKATESH S, WORKMAN JL, CAREY M. HISTONE DENSITY IS MAINTAINED DURING NUCLEOSOMAL TRANSCRIPTION MEDIATED BY RSC AND NAP1 IN VITRO. PNAS. 2012;109:1931-1936. 28. LABBE RM, IRIMIA M, CURRIE KW, LIN A, ZHU SJ, BROWN DD, ROSS EJ, VOISIN V, BADER GD, BLENCOWE BJ, PEARSON BJ. A COMPARATIVE TRANSCRIPTOMIC ANALYSIS REVEALS CONSERVED FEATURES OF STEM CELL PLURIPOTENCY IN PLANARIANS AND MAMMALS. STEM CELLS. 2012;30:1734-1745. 29. LEE JS, GARRETT A, YEN K, TAKAHASHI YH, JACKSON J, SEIDEL C, PUGH BF, SHILATIFARD A. LEE JS, GARRETT AS, YEN K, TAKAHASHI YH, HU D, JACKSON J, SEIDEL C, PUGH BF, SHILATIFARD A. CO-DEPENDENCY OF H2B MONOUBIQUITINATION AND NUCLEOSOME RE-ASSEMBLY ON CHD1. GENES DEV. 2012; 26:914-919. 30. LIN C-H, PAULSON A, ABMAYR SM, WORKMAN JL. HP1A TARGETS THE DROSOPHILA KDM4A DEMETHYLASE TO A SUBSET OF HETEROCHROMATIC GENES TO REGULATE H3K36ME3 LEVELS. PLOS ONE. 2012:E39758.
FORM 990, PART III, LINE 4 CONT.   31. LUO Z, LIN C, GUEST E, GARRETT AS, MOHAGHEGH N, SWANSON S, MARSHALL S, FLORENS L, WASHBURN MP, SHILATIFARD A. THE SUPER ELONGATION COMPLEX FAMILY OF RNA POLYMERASE II ELONGATION FACTORS: GENE TARGET SPECIFICITY AND TRANSCRIPTIONAL OUTPUT. MOL CELL BIOL. 2012;32:2608-2617. 32. MA L, QIU Q, GRADWOHL S, SCOTT A, YU EQ, ALEXANDER R, WIEGRAEBE W, YU CR. DISTRIBUTED REPRESENTATION OF CHEMICAL FEATURES AND TUNOTOPIC ORGANIZATION OF GLOMERULI IN THE MOUSE OLFACTORY BULB. PROC NATL ACAD SCI U S A. 2012;109:5481-5486. 33. MAJUMDAR A, CESARIO WC, WHITE-GRINDLEY E, JIANG H, REN F, KHAN MR, LI L, CHOI EM, KANNAN K, GUO F, UNRUH J, SLAUGHTER B, SI K. CRITICAL ROLE OF AMYLOID-LIKE OLIGOMERS OF DROSOPHILA ORB2 IN THE PERSISTENCE OF MEMORY. CELL. 2012;148:515-529. 34. MCLENNAN R, DYSON L, PRATHER KW, MORRISON JA, BAKER RE, MAINI PK, KULESA PM. MULTISCALE MECHANISMS OF CELL MIGRATION DURING DEVELOPMENT: THEORY AND EXPERIMENT. DEVELOPMENT. 2012;139:2935-2944. 35. MILLER DE, HAWLEY RS. BISPHENOL A AND THE PRIMATE OVARY. PROC NATL ACAD SCI U S A. 2012;109:17315-17316. 36. MORRISON JA, BAILEY CM, KULESA PM. GENE PROFILING IN THE AVIAN EMBRYO USING LASER CAPTURE MICRODISSECTION AND RT-QPCR [PUBLISHED AHEAD OF PRINT DECEMBER 5 2012]. COLD SPRING HARB PROTOC. 2012. 37. PINTO IM, RUBINSTEIN B, KUCHARAVY A, UNRUH J, LI R. ACTIN DEPOLYMERIZATION DRIVES ACTOMYOSIN RING CONTRACTION DURING BUDDING YEAST CYTOKINESIS. DEV CELL. 2012;22:1247-1260. 38. RIDENOUR DA, MCKINNEY MC, BAILEY CM, KULESA PM. CYCLETRAK: A NOVEL SYSTEM FOR THE SEMI-AUTOMATED ANALYSIS OF CELL CYCLE DYNAMICS. DEV BIOL. 2012;365:189-195. 39. RUBINSTEIN B, SLAUGHTER BD, LI R. WEAKLY NONLINEAR ANALYSIS OF SYMMETRY BREAKING IN CELL POLARITY MODELS. PHYS BIOL. 2012;9:045006. 40. SAKAI D, DIXON J, DIXON MJ, TRAINOR PA. MAMMALIAN NEUROGENESIS REQUIRES TREACLE-PLK1 FOR PRECISE CONTROL OF SPINDLE ORIENTATION, MITOTIC PROGRESSION, AND MAINTENANCE OF NEURAL PROGENITOR CELLS. PLOS GENET. 2012;8:E1002566. 41. SANDELL LL, LYNN ML, INMAN KE, MCDOWELL W, TRAINOR PA. RDH10 OXIDATION OF VITAMIN A IS A CRITICAL CONTROL STEP IN SYNTHESIS OF RETINOIC ACID DURING MOUSE EMBRYOGENESIS. PLOS ONE. 2012;7:E30698. 42. SELA D, CHEN L, MARTIN-BROWN S, WASHBURN MP, FLORENS L, CONAWAY JW, CONAWAY RC. ENDOPLASMIC RETICULUM STRESS-RESPONSIVE TRANSCRIPTION FACTOR ATF6ALPHA DIRECTS RECRUITMENT OF THE MEDIATOR OF RNA POLYMERASE II TRANSCRIPTION AND MULTIPLE HISTONE ACETYLTRANSFERASE COMPLEXES. J BIOL CHEM. 2012;287:23035-23045. 43. SHIVARAJU M, UNRUH JR, SLAUGHTER BD, MATTINGLY M, BERMAN J, GERTON JL. CELL-CYCLE-COUPLED STRUCTURAL OSCILLATION OF CENTROMERIC NUCLEOSOMES IN YEAST. CELL. 2012;150:304-316. 44. SMITH KT, SARDIU ME, MARTIN-BROWN SA, SEIDEL C, MUSHEGIAN A, EGIDY R, FLORENS L, WASHBURN MP, WORKMAN JL. HUMAN FAMILY WITH SEQUENCE SIMILARITY 60 MEMBER A (FAM60A) PROTEIN: A NEW SUBUNIT OF THE SIN3 DEACETYLASE COMPLEX. MOL CELL PROTEOMICS. 2012;11:1815-1828. 45. SMOLLE M, VENKATESH S, GOGOL MM, LI H, ZHANG Y, FLORENS L, WASHBURN MP, WORKMAN JL. CHROMATIN REMODELERS ISW1 AND CHD1 MAINTAIN CHROMATIN STRUCTURE DURING TRANSCRIPTION BY PREVENTING HISTONE EXCHANGE. NAT STUCT MOL BIOL. 2012;19:884-892. 46. STEINBERG XP, HEPP MI, FERNANDEZ GARCIA Y, SUGANUMA T, SWANSON SK, WASHBURN M, WORKMAN JL, GUTIERREZ JL. HUMAN CCAAT/ENHANCER-BINDING PROTEIN BETA INTERACTS WITH CHROMATIN REMODELING COMPLEXES OF THE IMITATION SWITCH SUBFAMILY. BIOCHEMISTRY. 2012. 47. SUGANUMA T, MUSHEGIAN A, SWANSON SK, FLORENS L, WASHBURN MP, WORKMAN JL. A METAZOAN ATAC ACETYLTRANSFERASE SUBUNIT THAT REGULATES MAP KINASE SIGNALING IS RELATED TO AN ANCIENT MOLYBDOPTERIN SYNTHASE COMPONENT. MOL CELL PROTEOMICS. 2012. 48. SUGIMURA R, HE XC, VENKATRAMAN A, ARAI F, BOX A, SEMERAD C, HAUG JS, PENG L, ZHONG XB, SUDA T, LI L. NONCANONICAL WNT SIGNALING MAINTAINS HEMATOPOIETIC STEM CELLS IN THE NICHE. CELL. 2012;150:351-365. 49. SURANENI P, RUBINSTEIN B, UNRUH JR, DURNIN M, HANEIN D, LI R. THE ARP2/3 COMPLEX IS REQUIRED FOR LAMELLIPODIA EXTENSION AND DIRECTIONAL FIBROBLAST CELL MIGRATION. J CELL BIOL. 2012;197:239-251. 50. TAKEO S, SWANSON SK, NANDANAN K, NAKAI Y, AIGAKI T, WASHBURN MP, FLORENS L, HAWLEY RS. SHAGGY/GLYCOGEN SYNTHASE KINASE 3BETA AND PHOSPHORYLATION OF SARAH/REGULATOR OF CALCINEURIN ARE ESSENTIAL FOR COMPLETION OF DROSOPHILA FEMALE MEIOSIS. PROC NATL ACAD SCI U S A. 2012;109:6382-6389. 51. TANG W, KANNAN R, BLANCHETTE M, BAUMANN P. TELOMERASE RNA BIOGENESIS INVOLVES SEQUENTIAL BINDING BY SM AND LSM COMPLEXES. NATURE. 2012;484:260-264. 52. TU KC, PEARSON BJ, SANCHEZ ALVARADO A. TORC1 IS REQUIRED TO BALANCE CELL PROLIFERATION AND CELL DEATH IN PLANARIANS. DEV BIOL. 2012;365:458-469. 53. VENKATESH S, SMOLLE M, LI H, GOGOL MM, SAINT M, KUMAR S, NATARAJAN K, WORKMAN JL. SET2 METHYLATION OF HISTONE H3 LYSINE36 SUPPRESSES HISTONE EXCHANGE ON TRANSCRIBED GENES. NATURE 2012;489:452-455. 54. WANG L, GUO H, REYES N, LEE S, BORTZ E, GUO F, SUN R, TONG L, DENG H. DISTINCT DOMAINS IN ORF52 TEGUMENT PROTEIN MEDIATE ESSENTIAL FUNCTIONS IN MURINE GAMMAHERPESVIRUS 68 VIRION TEGUMENTATION AND SECONDARY ENVELOPMENT. J VIROL. 2012;86:1348-1357. 55. WYNN ML, KULESA PM, SCHNELL S. COMPUTATIONAL MODELLING OF CELL CHAIN MIGRATION REVEALS MECHANISMS THAT SUSTAIN FOLLOW-THE-LEADER BEHAVIOUR. J R SOC INTERFACE. 2012;9:1576-1588. 56. 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. 57. YANG H, ZHANG Y, VALLANDINGHAM J, LI H, FLORENS L, MAK HY. THE RDE-10/RDE-11 COMPLEX TRIGGERS RNAI-INDUCED MRNA DEGRADATION BY ASSOCIATION WITH TARGET MRNA IN C. ELEGANS. GENES DEV. 2012;26:846-856. 58. ZHAO M, ROSS JT, ITKIN T, PERRY JM, VENKATRAMAN A, HAUG JS, HEMBREE MJ, DENG CX, LAPIDOT T, HE XC, LI L. FGF SIGNALING FACILITATES POST-INJURY RECOVERY OF MOUSE HEMATOPOIETIC SYSTEM. BLOOD. 2012;120:1831-1842. 59. ZHU J, PAVELKA N, BRADFORD WD, RANCATI G, LI R. KARYOTYPIC DETERMINANTS OF CHROMOSOME INSTABILITY IN ANEUPLOID BUDDING YEAST. PLOS GENET. 2012;8:E1002719.
FORM 990, PART III, LINE 4 CONT.   REVIEWS, COMMENTARIES OR CHAPTERS 1. ABMAYR SM, PAVLATH GK. MYOBLAST FUSION: LESSONS FROM FLIES AND MICE. DEVELOPMENT. 2012;139:641-656. 2. ABMAYR SM, WORKMAN JL. HOLDING ON THROUGH DNA REPLICATION: HISTONE MODIFICATION OR MODIFIER? CELL. 2012;150:875-877. 3. ACHILLEOS A, TRAINOR PA. NEURAL CREST STEM CELLS: DISCOVERY, PROPERTIES AND POTENTIAL FOR THERAPY. CELL RES. 2012;22:288-304. 4. ALVARADO SA. Q&A: WHAT IS REGENERATION, AND WHY LOOK TO PLANARIANS FOR ANSWERS? BMC BIOLOGY. 2012;10:88. 5. BANKS CA, KONG SE, WASHBURN MP. AFFINITY PURIFICATION OF PROTEIN COMPLEXES FOR ANALYSIS BY MULTIDIMENSIONAL PROTEIN IDENTIFICATION TECHNOLOGY. PROTEIN EXPR PURIF. 2012;86:105-119. 6. BOX AC, PARK J, SEMERAD CL, KONNESKY J, HAUG JS. COST ACCOUNTING METHOD FOR CYTOMETRY FACILITIES. CYTOMETRY A. 2012;81:439-444. 7. CHEN G, RUBINSTEIN B, LI R. WHOLE CHROMOSOME ANEUPLOIDY: BIG MUTATIONS DRIVE ADAPTATION BY PHENOTYPIC LEAP. BIOESSAYS. 2012;34:893-900. 8. CONAWAY JW. INTRODUCTION TO THEME "CHROMATIN, EPIGENETICS, AND TRANSCRIPTION". ANNU REV BIOCHEM. 2012;81:61-64. 9. DUTTA A, WORKMAN JL. NUCLEOSOME POSITIONING: MULTIPLE MECHANISMS TOWARD A UNIFYING GOAL. MOL CELL. 2012;48:1-2. 10. ELLIOTT SA, SANCHEZ ALVARADO A. THE HISTORY AND ENDURING CONTRIBUTIONS OF PLANARIANS TO THE STUDY OF ANIMAL REGENERATION. WIRES DEV BIOL. 2012:2012. DOI: 2010.1002/WDEV.2082. 11. GERTON JL. TRANSLATIONAL MECHANISMS AT WORK IN THE COHESINOPATHIES. NUCLEUS. 2012;3:520-525. GIBSON WT, GIBSON MC. GROWING CELLS PUSH BACK UNDER PRESSURE. CELL. 2012;149:259-261. 12. GUEDELHOEFER IV OC, SANCHEZ ALVARADO A. PLANARIAN IMMOBILIZATION, PARTIAL IRRADIATION, AND TISSUE TRANSPLANTATION. J VIS EXP. 2012;66:E4015. 13. HARALALKA S, CARTWRIGHT HN, ABMAYR SM. RECENT ADVANCES IN IMAGING EMBRYONIC MYOBLAST FUSION IN DROSOPHILA. METHODS. 2012;56:55-62. 14. HAWLEY RS, RUEDI EA. THE OTHER LIFE OF ARTICLES. GENETICS. 2012;191:1029. 15. JASPERSEN SL, GHOSH S. NUCLEAR ENVELOPE INSERTION OF SPINDLE POLE BODIES AND NUCLEAR PORE COMPLEXES. NUCLEUS. 2012;3:226-236. 16. KAPLAN KB, LI R. A PRESCRIPTION FOR 'STRESS' - THE ROLE OF HSP90 IN GENOME STABILITY AND CELLULAR ADAPTATION. TRENDS CELL BIOL. 2012;22:576-583. 17. LAKE CM, HAWLEY RS. THE MOLECULAR CONTROL OF MEIOTIC CHROMOSOMAL BEHAVIOR: EVENTS IN EARLY MEIOTIC PROPHASE IN DROSOPHILA OOCYTES. ANNU REV PHYSIOL. 2012;74:425-451. 18. LUO Z, LIN C, SHILATIFARD A. THE SUPER ELONGATION COMPLEX (SEC) FAMILY IN TRANSCRIPTIONAL CONTROL. NAT REV MOL CELL BIOL. 2012;13:543-547. 19. MAK HY. LIPID DROPLETS AS FAT STORAGE ORGANELLES IN CAENORHABDITIS ELEGANS: THEMATIC REVIEW SERIES: LIPID DROPLET SYNTHESIS AND METABOLISM: FROM YEAST TO MAN. J LIPID RES. 2012;53:28-33. 20. MOHAN M, HERZ HM, SHILATIFARD A. SNAPSHOT: HISTONE LYSINE METHYLASE COMPLEXES. CELL. 2012;149:498-498.E491. 21. MUSHEGIAN A, GUREVICH VV, GUREVICH EV. THE ORIGIN AND EVOLUTION OF G PROTEIN-COUPLED RECEPTOR KINASES. PLOS ONE. 2012;7:E33806. 22. NEAVES W. THE ROOTS OF RESEARCH MISCONDUCT. NATURE. 2012;488:121-122. 23. NOLTE C, AHN Y, KRUMLAUF R. EVOLUTIONARY DEVELOPMENTAL BIOLOGY: HOX GENE EVOLUTION. ELS ENCYCLOPEDIA OF LIFE SCIENCES: JOHN WILEY & SONS, INC.; 2012. 24. PERRY JM, LI L. TO BE OR NOT TO BE A STEM CELL: DISSECTION OF CELLULAR AND MOLECULAR COMPONENTS OF HAEMATOPOIETIC STEM CELL NICHES. EMBO J. 2012;31:1060-1061. 25. SANCHEZ ALVARADO A. CELLULAR HYPERPROLIFERATION AND CANCER AS EVOLUTIONARY VARIABLES. CURR BIOL. 2012;22:R772-778. 26. SHILATIFARD A. THE COMPASS FAMILY OF HISTONE H3K4 METHYLASES: MECHANISMS OF REGULATION IN DEVELOPMENT AND DISEASE PATHOGENESIS. ANNU REV BIOCHEM. 2012;81:65-95. 27. SMITH KT, WORKMAN JL. CHROMATIN PROTEINS: KEY RESPONDERS TO STRESS. PLOS BIOL. 2012;10:E1001371. 28. SUGANUMA T, WORKMAN JL. MAP KINASES AND HISTONE MODIFICATION. J MOL CELL BIOL. 2012;4:348-350. 29. WEAKE VM, WORKMAN JL. SAGA FUNCTION IN TISSUE-SPECIFIC GENE EXPRESSION. TRENDS CELL BIOL. YI K, LI R. ACTIN CYTOSKELETON IN CELL POLARITY AND ASYMMETRIC DIVISION DURING MOUSE OOCYTE MATURATION. CYTOSKELETON (HOBOKEN). 2012;69:727-737.
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 2012, 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 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 FELLOWSHIP FROM THE JAPAN SOCIETY FOR THE PROMOTION OF SCIENCE, 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, TWO AWARDS FROM THE UNIVERSITY OF KANSAS CANCER CENTER, ONE GRANT FROM THE HEARING HEALTH FOUNDATION, AND TWO INVESTIGATOR AWARDS FROM THE HOWARD HUGHES MEDICAL INSTITUTE. WITH NEW AND RECURRING GRANT SUPPORT, THE INSTITUTE IS RECEIVING MORE THAN $8 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 2012: - ANNITA ACHILLEOS, PH.D., POSTDOCTORAL RESEARCH ASSOCIATE IN THE TRAINOR LAB, RECEIVED A FELLOWSHIP FROM THE AMERICAN ASSOCIATION OF ANATOMISTS, EFFECTIVE IN JANUARY. - LAURENCE FLORENS, PH.D., HEAD, PROTEOMICS, RECEIVED A SUB-AWARD FROM A NATIONAL INSTITUTES OF HEALTH GRANT AWARDED TO THE UNIVERSITY OF INDIANA, EFFECTIVE IN DECEMBER. - ERIN GUEST, MD, VISITING SCIENTIST IN THE SHILATIFARD LAB, RECEIVED A GRANT FROM THE UNIVERSITY OF KANSAS CANCER CENTER EFFECTIVE IN MAY. - LINHENG LI, PH.D., INVESTIGATOR, RECEIVED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN SEPTEMBER AND A GRANT FROM THE UNIVERSITY OF KANSAS CANCER CENTER EFFECTIVE IN DECEMBER. - TATJANA PIOTROWSKI, PH.D., ASSOCIATE INVESTIGATOR, RECEIVED A GRANT FROM THE HEARING HEALTH FOUNDATION EFFECTIVE IN MAY. - TAMARA POTAPOVA, PH.D., POSTDOCTORAL RESEARCH ASSOCIATE IN THE RONG LI LAB, RECEIVED A FELLOWSHIP FROM THE AMERICAN CANCER SOCIETY, EFFECTIVE IN JULY. - ALI SHILATIFARD, PH.D., INVESTIGATOR, RECEIVED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN SEPTEMBER. - JERRY WORKMAN, PH.D., INVESTIGATOR, AND SUSAN ABMAYR, PH.D., ASSOCIATE INVESTIGATOR, RECEIVED A NATIONAL INSTITUTES OF HEALTH GRANT, EFFECTIVE IN MAY. - JULIA ZEITLINGER, PH.D., ASSOCIATE INVESTIGATOR, RECEIVED THE 2012 HUDSON PRIZE FROM THE M.R. AND EVELYN HUDSON FOUNDATION, EFFECTIVE IN JULY. COOPERATION AGREEMENTS AND COLLABORATIONS THE STOWERS INSTITUTE CONTINUED COLLABORATIONS IN 2012 WITH HOSPITALS IN KANSAS CITY (CHILDREN'S MERCY, AND ST. LUKE'S) AND BOSTON (BRIGHAM AND WOMEN'S HOSPITAL) AND ADDED NEW COLLABORATIONS IN MEMPHIS (ST. JUDE'S CHILDRENS HOSPITAL) AND TORONTO (HOSPITAL FOR SICK CHILDREN). THE INSTITUTE ALSO COLLABORATES WITH THE UNIVERSITY OF MISSOURI AT KANSAS CITY; THE UNIVERSITY OF MISSOURI MEDICAL CENTER; THE UNIVERSITY OF KANSAS MEDICAL CENTER; THE UNIVERSITY OF KANSAS MEDICAL SCHOOL; DAVID GEFFEN SCHOOL OF MEDICINE AT UCLA; THE ERASMUS UNIVERSITY MEDICAL CENTER; THE HOWARD HUGHES MEDICAL INSTITUTE; HARVARD UNIVERSITY; HARVARD MEDICAL SCHOOL; THE INDIANA UNIVERSITY SCHOOL OF MEDICINE; THE NEW YORK UNIVERSITY SCHOOL OF MEDICINE; ST. LOUIS UNIVERSITY SCHOOL OF MEDICINE; STANFORD UNIVERSITY AND THE STANFORD UNIVERSITY SCHOOL OF MEDICINE; THE UNIVERSITY OF CALIFORNIA, DAVIS, LOS ANGELES, SAN DIEGO, AND SAN FRANCISCO; THE UNIVERSITY OF COLORADO SCHOOL OF MEDICINE; THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL; THE UNIVERSITY OF MICHIGAN MEDICAL SCHOOL; THE UNIVERSITY OF NEBRASKA MEDICAL CENTER; UNIVERSITY OF NORTH DAKOTA SCHOOL OF MEDICINE & HEALTH SCIENCES; THE UNIVERSITY OF PENNSYLVANIA SCHOOL OF MEDICINE; THE UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE; THE UNIVERSITY OF TEXAS M.D. ANDERSON CANCER CENTER; THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL; UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER; UNIVERSITY OF UTAH SCHOOL OF MEDICINE; VANDERBILT UNIVERSITY SCHOOL OF MEDICINE AND WASHINGTON UNIVERSITY IN ST. LOUIS SCHOOL OF MEDICINE, MOST OF WHICH ARE ASSOCIATED WITH TEACHING AND RESEARCH HOSPITALS. IN TOTAL, STOWERS RESEARCHERS SUCCESSFULLY COLLABORATED WITH COLLEAGUES AT 82 NATIONAL AND 58 INTERNATIONAL UNIVERSITIES AND RESEARCH INSTITUTES. IN ADDITION TO THE INSTITUTIONS LISTED ABOVE, COLLABORATORS INCLUDE: AGENCY FOR SCIENCE, TECHNOLOGY AND RESEARCH, SINGAPORE; BCM CENTER FOR CELL AND GENE THERAPY; BIOZENTRUM UNIVERSITY OF BASEL; BROWN UNIVERSITY; BURNHAM INSTITUTE FOR MEDICAL RESEARCH; CALIFORNIA INSTITUTE OF TECHNOLOGY; CARNEGIE INSTITUTION OF WASHINGTON; N MEDICAL COLLEGE, VELLORE; CNRS CENTRE NATIONAL DE LA RECHERCHE SCIENTIFIQUE; COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK; COLUMBIA UNIVERSITY, COLLEGE OF PHYSICIANS AND SURGEONS; CSIC - INSTITUTO DE PARASITOLOGIA Y BIOMEDICINA LOPEZ NEYRA IPBLN; DALHOUSIE UNIVERSITY; DANA-FARBER CANCER INSTITUTE; DARTMOUTH MEDICAL SCHOOL; ECOLE POLYTECHNIQUE; EMORY UNIVERSITY; EUROPEAN MOLECULAR BIOLOGY LABORATORY HEIDELBERG; EXPERIMENTAL THERAPEUTICS AND TRANSLATIONAL RESEARCH ONCOLOGY; FUDAN UNIVERSITY; GIFU UNIVERSITY SCHOOL OF MEDICINE; GRADUATE UNIVERSITY OF CHINESE ACADEMY OF SCIENCES; HARVARD SCHOOL OF PUBLIC HEALTH; HELSINGIN YLIOPISTO; HOKKAIDO UNIVERSITY SCHOOL OF MEDICINE; ICAHN MEDICAL INSTITUTE; IDEXX LABORATORIES; INDIANA UNIVERSITY; INSERM; INSTITUTE OF BIOPHYSICS CHINESE ACADEMY OF SCIENCES; INSTITUTE OF MEDICAL BIOLOGY, SINGAPORE; IRB BARCELONA - INSTITUTE FOR RESEARCH IN BIOMEDICINE; JAWAHARLAL NEHRU UNIVERSITY; KANSAS STATE UNIVERSITY AT MANHATTAN; KEENE STATE COLLEGE; KEIO UNIVERSITY; KOCHI MEDICAL SCHOOL; KOREA ADVANCED INSTITUTE OF SCIENCE & TECHNOLOGY; KYOTO INSTITUTE OF TECHNOLOGY; LA JOLLA INSTITUTE FOR ALLERGY AND IMMUNOLOGY; LSU HEALTH SCIENCES CENTER - SHREVEPORT; MANCHESTER ACADEMIC HEALTH SCIENCE CENTRE; MCGILL UNIVERSITY; MEDICAL RESEARCH COUNCIL; MERRIMACK PHARMACEUTICALS, INC; MRC MAMMALIAN GENETICS UNIT; MRC NATIONAL INSTITUTE FOR MEDICAL RESEARCH; MSM PROTEIN TECHNOLOGIES; NARA INSTITUTE OF SCIENCE AND TECHNOLOGY; NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES; NATIONAL UNIVERSITY OF SINGAPORE; NIJMEGEN CENTRE FOR MOLECULAR LIFE SCIENCES - NCMLS; NORTHWESTERN UNIVERSITY; ONTARIO CANCER INSTITUTE; ONTARIO INSTITUTE FOR CANCER RESEARCH; OPEN UNIVERSITY; ; OREGON HEALTH AND SCIENCE UNIVERSITY; OZGENE PTY. LTD.; PENNSYLVANIA STATE UNIVERSITY; PROMEGA CORPORATION; RESEARCH INSTITUTE OF MOLECULAR PATHOLOGY, VIENNA; ROCKHURST UNIVERSITY; ROYAL VETERINARY COLLEGE UNIVERSITY OF LONDON; SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE; SICHUAN UNIVERSITY; SIR WILLIAM DUNN SCHOOL OF PATHOLOGY; TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY; THE COLLEGE OF WILLIAM AND MARY; THE UCLA SCHOOL OF DENTISTRY; THE UNIVERSITY OF BRITISH COLUMBIA; THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA; THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL; THE WISTAR INSTITUTE; TOKYO MEDICAL AND DENTAL UNIVERSITY; TOKYO METROPOLITAN UNIVERSITY; ULSAN UNIVERSITY; UNIVERSITT FREIBURG IM BREISGAU; UNIVERSIT DE SHERBROOKE; UNIVERSITY OF ALABAMA AT BIRMINGHAM; UNIVERSITY OF BATH; UNIVERSITY OF CINCINNATI; UNIVERSITY OF COLORADO HEALTH SCIENCES CENTER; UNIVERSITY OF CONCEPCION - CHILE; UNIVERSITY OF EDINBURGH; UNIVERSITY OF GLASGOW; UNIVERSITY OF KENTUCKY COLLEGE OF MEDICINE; UNIVERSITY OF LOUISVILLE; UNIVERSITY OF LOUISVILLE HEALTH SCIENCES CENTER; UNIVERSITY OF MANCHESTER; UNIVERSITY OF MIAMI; UNIVERSITY OF MICHIGAN; UNIVERSITY OF NEW ORLEANS; UNIVERSITY OF OKLAHOMA; UNIVERSITY OF OXFORD; UNIVERSITY OF PENNSYLVANIA; UNIVERSITY OF PENNSYLVANIA, SCHOOL OF MEDICINE; UNIVERSITY OF PITTSBURGH; UNIVERSITY OF TOKUSHIMA; UNIVERSITY OF TORONTO; UNIVERSITY OF TSUKUBA; UNIVERSITY OF WISCONSIN MADISON; UNIVERSITY OF WYOMING; VANDERBILT UNIVERSITY; VIRGINIA COMMONWEALTH UNIVERSITY; WEIZMANN INSTITUTE OF SCIENCE ISRAEL; YALE UNIVERSITY; YONSEI 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. 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., 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., ASSOCIATE 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 - 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
FORM 990, PART III, LINE 4 CONT.   - 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., INVESTIGATOR, JOINED THE STOWERS INSTITUTE IN 2001 FROM A RESEARCH POSITION AT THE NATIONAL INSTITUTE FOR MEDICAL RESEARCH AT MILL HILL, LONDON, WHERE HE COMPLETED POSTDOCTORAL TRAINING. DR. TRAINOR HAS A PH.D. IN DEVELOPMENTAL BIOLOGY FROM CHILDREN'S MEDICAL RESEARCH INSTITUTE AT THE UNIVERSITY OF SYDNEY, AUSTRALIA. RESEARCH FOCUS: INVESTIGATION OF THE INTERACTIONS BETWEEN DISTINCT TISSUES IN THE BODY AND THEIR REGULATION DURING NORMAL DEVELOPMENT TO REVEAL PATHWAYS THAT REGULATE NORMAL CRANIAL AND FACIAL DEVELOPMENT - JERRY WORKMAN, PH.D., INVESTIGATOR, JOINED THE STOWERS INSTITUTE IN 2003 FROM THE PENNSYLVANIA STATE UNIVERSITY WHERE HE HELD THE PAUL BERG PROFESSORSHIP OF BIOCHEMISTRY AND WAS AN ASSOCIATE INVESTIGATOR OF THE HOWARD HUGHES MEDICAL INSTITUTE. DR. WORKMAN EARNED A PH.D. IN CELL AND MOLECULAR BIOLOGY FROM THE UNIVERSITY OF MICHIGAN AND COMPLETED POSTDOCTORAL TRAINING AT THE ROCKEFELLER UNIVERSITY WITH DR. BOB ROEDER. RESEARCH FOCUS: STUDY OF THE PROTEIN COMPLEXES THAT MODIFY CHROMATIN - TING XIE, PH.D., INVESTIGATOR, JOINED THE STOWERS INSTITUTE IN 2000 AFTER COMPLETING A HOWARD HUGHES MEDICAL INSTITUTE POSTDOCTORAL FELLOWSHIP IN THE LABORATORY OF DR. ALLAN C. SPRADLING AT THE CARNEGIE INSTITUTION OF WASHINGTON. DR. XIE RECEIVED HIS PH.D. FROM THE JOINT GRADUATE PROGRAM IN MOLECULAR BIOLOGY AND BIOCHEMISTRY OF RUTGERS UNIVERSITY AND THE UNIVERSITY OF MEDICINE AND DENTISTRY OF NEW JERSEY. RESEARCH FOCUS: GENETIC AND MOLECULAR ANALYSIS OF STEM CELLS AND GERM CELL DEVELOPMENT IN DROSOPHILA AND MOUSE - C. RON YU, PH.D., ASSISTANT INVESTIGATOR, JOINED THE STOWERS INSTITUTE IN 2005 FROM THE LABORATORY OF DR. RICHARD AXEL AT COLUMBIA UNIVERSITY CENTER FOR NEUROBIOLOGY AND BEHAVIOR WHERE HE HELD A NATIONAL INSTITUTES OF HEALTH MENTORED RESEARCH SCIENTIST AWARD FROM THE NATIONAL INSTITUTE OF MENTAL HEALTH. DR. YU EARNED HIS PH.D. IN MOLECULAR, CELLULAR, AND BIOPHYSICAL STUDIES AT COLUMBIA UNIVERSITY. RESEARCH FOCUS: HOW OLFACTORY SENSORY INFORMATION IS DETECTED, INTEGRATED, AND PROCESSED IN THE BRAIN TO 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 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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

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
2012
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" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) 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" to 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 entity?
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
 
Yes
 
(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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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" to 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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BIOMED VALLEY DISCOVERIESINC

4520 MAIN ST SUITE 1650
KANSAS CITY,MO64111
06-1646533
SEE PART VII DE BVC
 
C CORP       Yes  












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) BIOMED VALLEY DISCOVERIES INC

A 398,985 MARKET VALUE
(2) BIOMED VALLEY DISCOVERIES INC

A 14,475 MARKET VALUE
(3) THE GRADUATE SCL OF STWRS INST FOR MED RESRC

B 2,500,000 MARKET VALUE
(4) STOWERS SCIENTIFIC EDUCATION INSTITUTE

C 197,246 COST REIMB.
(5) BIOMED VALLEY CORPORATION

C 55,212 MARKET VALUE
(6) STOWERS RESOURCE MANAGEMENT INC

C 60,000,000 MARKET VALUE
(7) STOWERS REAL ESTATE HOLDINGS CORP

K 2,230,551 MARKET VALUE
(8) STOWERS RESOURCE MANAGEMENT INC

P 17,785,533 COST REIMBURSEM
(9) BIOMED VALLEY DISCOVERIES INC

Q 291,036 COST REIMBURSEM
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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 section 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) 2012
Schedule R (Form 990) 2012
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 6, 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):   SIMR CONTRIBUTED FUNDS TO START THE GRADUATED SCHOOL OF SIMR.
PART V, LINE 2 (4):   SSEI PROVIDED FINANCIAL SUPPORT TO SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH AND SCIENCE EDUCATION ACTIVITIES.
PART V, LINE 2 (5):   BVC 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 (6):   SRM PR0VIDED FINANCIAL SUPPORT TO SIMR TO BE USED IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
PART V, LINE 2 (7):   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 2012 TOTALED $2,230,551.
PART V, LINE 2 (8):   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 (9):   SIMR WAS REIMBURSED BY BVD FOR ADMINISTRATIVE AND LOW MARGIN COVERED SERVICES USING THE SERVICE COST METHOD.
PART V, LINE 2 (10):   ALL OTHER TRANSACTIONS FOR LINE 1 WERE BETWEEN RELATED 501(C)(3) PUBLIC CHARITIES AND BELOW REPORTING THRESHOLDS.

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