TY 2014 Form 990

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 domestic organizations and domestic governments. See Part IV, line 21 ....	2,000,500	2,000,500
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	1,434,145	1,434,145
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ....	2,438,082	2,194,274	243,808
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 ....	20,103,799	18,093,419	2,010,380
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,985,224	1,786,702	198,522
9	Other employee benefits .......	3,051,926	2,746,733	305,193
10	Payroll taxes ...........	1,445,431	1,300,888	144,543
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	620	0	620
c	Accounting ...........	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) ....	798,813	718,932	79,881
12	Advertising and promotion ....	0
13	Office expenses .......	255,232	229,709	25,523
14	Information technology ......	332,799	299,519	33,280
15	Royalties ..	0
16	Occupancy ...........	2,216,076	1,994,468	221,608
17	Travel ............	530,870	477,783	53,087
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	551,337	496,203	55,134
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	10,048,647	9,043,782	1,004,865
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	19,766,388	17,789,749	1,976,639
b	LAB SUPPLIES	6,155,202	5,539,682	615,520
c	NON-CAPITAL EQUIPMENT	591,689	532,520	59,169
d	DUES & SUBSCRIPTIONS	77,019	69,317	7,702
e	All other expenses	465,547	418,994	46,553
25	Total functional expenses. Add lines 1 through 24e	74,249,346	67,167,319	7,082,027	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 if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	0	1	0
2	Savings and temporary cash investments .........	2,275,141	2	2,227,476
3	Pledges and grants receivable, net ...........	305,976	3	322,362
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 ..............	9,002	8	6,117
9	Prepaid expenses and deferred charges ..........	473,489	9	444,230
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	319,791,504
b	Less: accumulated depreciation .....	10b	161,111,883	164,421,586	10c	158,679,621
11	Investments—publicly traded securities ..........	93,854,048	11	101,757,504
12	Investments—other securities. See Part IV, line 11 .....	622,760	12	610,425
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 ...........	183,532,885	15	126,179,425
16	Total assets. Add lines 1 through 15 (must equal line 34)......	445,494,887	16	390,227,160
	17	Accounts payable and accrued expenses .........	7,456,327	17	6,840,907
18	Grants payable .................	0	18	0
19	Deferred revenue ................	583,955	19	391,809
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....................	184,421,678	25	128,409,997
26	Total liabilities. Add lines 17 through 25.........	192,461,960	26	135,642,713
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	253,032,927	27	254,584,447
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 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 ...........	253,032,927	33	254,584,447
34	Total liabilities and net assets/fund balances ........	445,494,887	34	390,227,160

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

SEE SCHEDULE A,

PART VI, MO

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.)..
11	Total support Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2014

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)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART I, LINE 4:	CHILDREN'S MERCY HOSPITAL IN KANSAS CITY, MISSOURI; CHILDREN'S HOSPITAL

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization STOWERS INSTITUTE FOR MEDICAL RESEARCH

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization STOWERS INSTITUTE FOR MEDICAL RESEARCH

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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
STOWERS INSTITUTE FOR MEDICAL RESEARCH

Employer identification number

20-2993509

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

(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

(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

(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

(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) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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 value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

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)? .......................................

Yes No

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.

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.

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)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

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:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	3,400,000		3,400,000
b	Buildings ................	224,878,380	84,144,290	140,734,090
c	Leasehold improvements ............	0
d	Equipment ................	91,380,432	76,967,593	14,412,839
e	Other .................	132,692		132,692
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				158,679,621

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(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.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) ANNUITY RECEIVABLE				126,034,817
(2) OTHER RECEIVABLES				144,208
(3) DEPOSITS				400






Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				126,179,425

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0
ADVANCES FROM AFFILIATES		5,649,424
ANNUITY PAYABLE		122,760,573







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		128,409,997
2. Liability for uncertain tax positions. 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) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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

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.

Return Reference	Explanation
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 INCLUDES FIVE TAX-EXEMPT ENTITIES AS DESCRIBED IN SECTION 501(C)(3) AND ONE TAX EXEMPT ENTITY AS DESCRIBED IN SECTION 501(C)(2) OF THE CODE. THEREORE, IT IS THE INSTITUTE'S TAX POSITION THAT THESE SIX ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAXES.

Return Reference

Explanation

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 INCLUDES FIVE TAX-EXEMPT ENTITIES AS DESCRIBED IN SECTION 501(C)(3) AND ONE TAX EXEMPT ENTITY AS DESCRIBED IN SECTION 501(C)(2) OF THE CODE. THEREORE, IT IS THE INSTITUTE'S TAX POSITION THAT THESE SIX ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAXES.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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

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? ....................................

Yes No

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 Domestic Organizations and Domestic Governments. 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 section if applicable	(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	46-4588696	501(C)(3)	2,000,000	FMV	F.I. SECURITIES	SEE PART IV

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. 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	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance
(1) STIPENDS/FELLOWSHIPS	45	1,434,145	N/A	N/A

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	SIMR PROVIDES TRAINING STIPENDS/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 CONTRIBUTES ANNUAL FUNDING TO FINANCE 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.

Return Reference

Explanation

PART I, LINE 2:

SIMR PROVIDES TRAINING STIPENDS/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 CONTRIBUTES ANNUAL FUNDING TO FINANCE 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) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

STOWERS INSTITUTE FOR MEDICAL RESEARCH

Employer identification number

20-2993509

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

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 ............

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 .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

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 in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DAVID A WELTEDIRECTOR/SECRETARY	(i) (ii)	0 ............................... 1,072,485	0 ............................... 0	0 ............................... 72,781	0 ............................... 39,000	0 ............................... 18,975	0 ............................... 1,203,241	0 ............................... 0
2RODERICK L STURGEONDIRECTOR/CFO	(i) (ii)	0 ............................... 1,251,081	0 ............................... 0	0 ............................... 83,058	0 ............................... 39,000	0 ............................... 15,478	0 ............................... 1,388,617	0 ............................... 0
3WILLIAM B NEAVESDIRECTOR/PRESIDENT EMERITUS	(i) (ii)	472,850 ............................... 0	0 ............................... 0	8,885 ............................... 0	39,000 ............................... 0	13,734 ............................... 0	534,469 ............................... 0	0 ............................... 0
4DAVID M CHAODIRECTOR/PRESIDENT/CEO	(i) (ii)	1,317,598 ............................... 0	0 ............................... 0	6,307 ............................... 0	39,000 ............................... 0	1,320 ............................... 0	1,364,225 ............................... 0	0 ............................... 0
5ROBERT E KRUMLAUFSCIENTIFIC DIRECTOR	(i) (ii)	477,123 ............................... 0	0 ............................... 0	4,191 ............................... 0	39,000 ............................... 0	19,074 ............................... 0	539,388 ............................... 0	0 ............................... 0
6RONALD C CONAWAYINVESTIGATOR	(i) (ii)	268,921 ............................... 0	0 ............................... 0	2,322 ............................... 0	39,000 ............................... 0	1,320 ............................... 0	311,563 ............................... 0	0 ............................... 0
7JOAN W CONAWAYINVESTIGATOR	(i) (ii)	265,865 ............................... 0	0 ............................... 0	2,322 ............................... 0	39,000 ............................... 0	14,760 ............................... 0	321,947 ............................... 0	0 ............................... 0
8JERRY L WORKMANINVESTIGATOR	(i) (ii)	268,185 ............................... 0	0 ............................... 0	2,322 ............................... 0	39,000 ............................... 0	7,951 ............................... 0	317,458 ............................... 0	0 ............................... 0
9R SCOTT HAWLEYINVESTIGATOR	(i) (ii)	265,064 ............................... 0	0 ............................... 0	57,409 ............................... 0	39,000 ............................... 0	16,170 ............................... 0	377,643 ............................... 0	0 ............................... 0
10RICHARD W BROWNDIRECTOR/CHAIR	(i) (ii)	0 ............................... 1,970,055	0 ............................... 0	0 ............................... 32,160	0 ............................... 39,000	0 ............................... 12,747	0 ............................... 2,053,962	0 ............................... 0
11RONG LIINVESTIGATOR	(i) (ii)	257,793 ............................... 0	0 ............................... 0	810 ............................... 0	39,000 ............................... 0	18,664 ............................... 0	316,267 ............................... 0	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

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.

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.

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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), section 501(c)(4), and 501(c)(29) 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $

Part III

Grants or Assistance Benefiting 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) 2014

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) AMERICAN CENTURY COMPANIES INC	SEE PART V	180,000	SEE PART V		No
(2) JULIA ZEITLINGER PhD	SEE PART V	130,461	EMPLOYEE OF SIMR		No
(3) LEANNE WIEDEMANN PhD	SEE PART V	197,446	EMPLOYEE OF SIMR		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
PART IV, LINE (1): COLUMN B	VIRGINIA G. STOWERS, RICHARD W. BROWN, DAVID A. WELTE, DAVID M. CHAO, WILLIAM B. NEAVES AND RODERICK L. STURGEON ARE CURRENT DIRECTORS OF SIMR AND ALSO DIRECTORS OF AMERICAN CENTURY COMPANIES, INC. ("ACCI"). JAMES E. STOWERS JR.(DECEASED 3/17/14), A DIRECTOR OF SIMR, IS ALSO THE FOUNDER OF ACCI.
PART IV, LINE (1): COLUMN D	SIMR RECEIVES INVESTMENT MANAGEMENT SERVICES FROM AMERICAN CENTURY INVESTMENTS ("ACI"). ACI IS A WHOLLY OWNED SUBSIDIARY OF ACCI. SIMR PAYS THE SAME ADMINISTRATIVE FEES FOR THESE SERVICES AS ANY ARMS-LENGTH INVESTOR. THE VALUE OF THESE SERVICES, ESTIMATED BY MULTIPLYING SIMR'S AVERAGE AMOUNT OF INVESTMENT HOLDINGS THROUGHOUT THE YEAR BY THE PUBLISHED ADMINISTRATIVE FEE PERCENTAGE FOR THE APPLICABLE INVESTMENTS, WAS APPROXIMATELY $180,000. IN SELECTING ACI TO MANAGE ITS LIQUID INVESTMENTS, SIMR SELECTED A HIGH QUALITY INVESTMENT 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 ASSOCIATE 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 PREDOCTORAL FELLOWSHIP FROM THE HUMAN FRONTIER SCIENCE PROGRAM. LEANNE WIEDMANN, PH.D, IS THE SPOUSE OF ROBERT KRUMLAUF, SCIENTIFIC DIRECTOR OF SIMR. MS. WIEDEMANN PERFORMS INDEPENDENT SCIENCE RESEARCH AT SIMR AND IS CONCURRENTLY A PROFESSOR AT THE UNIVERSITY OF KANSAS MEDICAL CENTER IN THE DEPARTMENT OF PATHOLOGY AND LABORATORY MEDICINE.

Schedule L (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

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	70,051,873	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 ( SEE PART II )	X	1	103,231,577	FAIR MARKET VALUE
26 Other ( )
27 Other ( )
28 Other ( )

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 ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

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) (2014)

Page 2

Part II

Supplemental Information. 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.

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.
PART 1, LINE 25:	THE NONCASH CONTRIBUTION WAS A GIFT ANNUITY(PARTIAL) ASSIGNMENT BACK TO SIMR MADE BY VIRGINIA G. STOWERS, A CO-FOUNDER OF SIMR.

Schedule M (Form 990) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

STOWERS INSTITUTE FOR MEDICAL RESEARCH

Employer identification number

20-2993509

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. (DECEASED 3/17/14) AND VIRGINIA G. STOWERS, DIRECTORS OF SIMR, HAVE A FAMILY RELATIONSHIP. JAMES E. STOWERS JR. (DECEASED 3/17/14), VIRGINIA G. STOWERS, RICHARD W. BROWN, DAVID A. WELTE, WILLIAM B. NEAVES, 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 REVIEWED BY THE OFFICERS OF SIMR BEFORE IT 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 VII, SECTION A, COLUMN B:	DAVID M. CHAO, OFFICER OF SIMR, AND R. SCOTT HAWLEY, EMPLOYEE OF SIMR, ALSO PERFORM SUPPORT SERVICES FOR ONE OR MORE OF THE RELATED ORGANIZATIONS DISCLOSED IN SCHEDULE R. THESE SERVICES ARE PERFORMED IN THEIR ROLE AS SIMR EMPLOYEES AND SIMR IS REIMBURSED BY THE RELATED ORGANIZATIONS.
FORM 990, PART XI, LINE 9:	OTHER CHANGES IN NET ASSETS INCLUDE THE FOLLOWING: CHANGE IN ANNUITY RECEIVABLE, NET (27,360,126) * OTHER CHANGES IN ANNUITY PAYABLE, NET (76,771,964) -------------------------- OTHER CHANGES IN NET ASSETS (104,132,090) *EXCLUDES NON-CASH GIFT OF PARTIAL ANNUITY BACK TO SIMR AS REPORTED ON SCHEDULE M, PART 1, LINE 25.
FORM 990, PART III, LINE 4:	2014 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, WHO EACH SURVIVED A BOUT WITH CANCER AND SUBSEQUENTLY 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 GENE-BASED DISEASES.
FORM 990, PART III, LINE 4 CONT.:	2014 NOTABLE RESEARCH RESULTS IN 2014, SIMR RESEARCH TEAMS MADE DISCOVERIES MERITING PUBLICATION IN LEADING PEER-REVIEWED SCIENTIFIC JOURNALS - 67 ORIGINAL RESEARCH PAPERS IN ALL. SIMR RESEARCH TEAMS ALSO PRODUCED 33 OTHER PUBLICATIONS INCLUDING REVIEWS, COMMENTARIES, BOOK CHAPTERS, AND BOOKS. SOME OF THE HIGHLIGHTS AMONG PAPERS PUBLISHED IN 2014 INCLUDE: THE WORKMAN LAB FOUND THAT FRUIT FLIES THAT LACK THE ATAXIN-7 GENE EXPERIENCE NEURODEGENERATION IN THE BRAIN AND THE EYE-PARALLELING THE EFFECTS OF THE HUMAN DISEASE SPINOCEREBELLAR ATAXIA TYPE 7 (SCA-7) IN WHICH THE GENE IS MUTATED. FOLLOW-UP STUDIES MAY REVEAL MORE ABOUT THE SPECIFIC CAUSES AND MECHANISMS, AS WELL AS POTENTIAL TREATMENTS, FOR RELATED HUMAN NEURODEGENERATIVE DISEASES. (PUBLISHED FEBRUARY 1, 2014, IN GENES & DEVELOPMENT) THE JASPERSEN LAB HAS GLIMPSED TWO PROTEINS WORKING TOGETHER INSIDE LIVING CELLS TO FACILITATE COMMUNICATION BETWEEN THE INTERIOR AND EXTERIOR ELEMENTS OF THE CELL'S NUCLEUS. ASSISTED BY STOWERS RESEARCH ADVISORS, THE TEAM DETERMINED THE MICROSCOPIC MOVEMENT OF THE PROTEINS IN LIVE CELLS. IN ADDITION TO DEMONSTRATING THE VALUE OF AN IMPORTANT NEW IMAGING TECHNIQUE, THIS STUDY IDENTIFIES A PROTEIN ESSENTIAL FOR CELL COMMUNICATION AND DESCRIBES WHERE AND WHEN IT FACILITATES THAT COMMUNICATION. (PUBLISHED FEBRUARY 10, 2014, IN THE JOURNAL OF CELL BIOLOGY) THE SI LAB CHARACTERIZED PROTEINS IN THE FRUIT FLY BRAIN THAT ARE ESSENTIAL FOR STORING LONG-TERM MEMORIES. A GOAL OF THIS RESEARCH IS TO LEARN HOW THIS PROCESS IS CONTROLLED SO THAT MEMORIES FORM AT THE RIGHT TIME. THEIR STUDY REPRESENTS A KEY FIRST STEP IN FULLY EXPLORING THE FORMATION OF LONG-TERM MEMORY, WHICH APPEARS TO HAVE MECHANISMS THAT ARE CONSERVED ACROSS SPECIES. (PUBLISHED FEBRUARY 11, 2014, IN PLOS BIOLOGY) THE YU LAB IDENTIFIED A DEVELOPMENTAL WINDOW DURING WHICH OLFACTORY NEURONS OF NEWBORN MICE CAN FORM A PROPER WIRING MAP. THEY SHOWED THAT IF INCORRECT NEURONAL CONNECTIONS ARE MAINTAINED AFTER THIS PERIOD, RENEWING CELLS WILL ALSO BE MIS-WIRED. THIS WORK SUGGESTS ADDITIONAL TARGETING SKILLS THAT STEM CELL-GENERATED NEURONS NEED TO ACQUIRE TO REPAIR THE MAMMALIAN BRAIN OR SPINAL CORD. (PUBLISHED APRIL 11, 2014, IN SCIENCE) THE GIBSON LAB SUCCESSFULLY CATALOGUED OVER 300 GENES EXPRESSED IN THE FRUIT FLY CELL CYCLE - A NOTABLE FIRST IN A MULTICELLULAR ORGANISM. THESE DEVELOPMENTS REPRESENT A NECESSARY EARLY STEP IN ENABLING NEW APPROACHES TO PREVENT ABNORMAL CELL DIVISION AND NUMEROUS RELATED HUMAN DISEASES, FROM AUTOIMMUNITY TO NEURODEGENERATION. (PUBLISHED APRIL 14, 2014, IN DEVELOPMENTAL CELL) THE SNCHEZ ALVARADO LAB GAINED NEW INSIGHT ON HOW TINY FLATWORMS CALLED PLANARIA REGENERATE SOME OF THEIR TISSUES AND ORGANS. THIS WORK UNCOVERED SOME OF THE SIGNALS THAT ALLOW PLANARIA TO DISCOVER WHAT PARTS ARE MISSING OR DAMAGED AND DIRECT STEM CELLS IN HOW TO RECREATE THEM. UNDERSTANDING THIS PROCESS IN SIMPLE ORGANISMS LIKE PLANARIA MAY OFFER INSIGHT AS TO HOW TO ACCELERATE MAMMALIAN REGENERATION. (PUBLISHED APRIL 15, 2014, IN ELIFE) THE KRUMLAUF LAB SHOWED THAT THE SEA LAMPREY PETROMYZON MARINUS, A SURVIVOR OF ANCIENT JAWLESS VERTEBRATES, EXHIBITS A PATTERN OF GENE EXPRESSION THAT IS REMINISCENT OF ITS JAWED COUSINS, WHO EVOLVED MUCH, MUCH LATER. THOSE GENES, CALLED HOX GENES, FUNCTION LIKE A MOLECULAR RULER, DETERMINING WHERE ALONG THE ANTERIOR-POSTERIOR (HEAD-TAIL) AXIS AN ANIMAL WILL PLACE A PARTICULAR FEATURE OR APPENDAGE. THE NEW STUDY MEANS THAT THAT THE GENETIC PROGRAM USED BY JAWED VERTEBRATES, INCLUDING FISH, MICE, AND US, WAS UP AND RUNNING AGES BEFORE A VERTEBRATE EVER POSSESSED A RECOGNIZABLE FACE. (PUBLISHED SEPTEMBER 14, 2014, IN NATURE) THE XIE LAB EXPLORED HOW ADULT STEM CELLS, WHICH REPLACE DAMAGED CELLS THROUGHOUT THE BODY OF MANY ADULT ORGANISMS INCLUDING HUMANS, CHANGE OVER TIME. ADULT STEM CELLS ARE TYPICALLY PROGRAMMED TO RENEW THEMSELVES IN ORDER TO MAINTAIN A STEADY RESERVOIR, BUT THEY MUST TRANSFORM THEMSELVES WHEN THEY ARE NEEDED TO REPLACE DAMAGED CELLS. ALTHOUGH ALL OF THE MOLECULAR MECHANISMS BEHIND THIS TRANSITION ARE NOT YET CLEAR, THE XIE LAB HAS IDENTIFIED THE PROTEINS IN THE FRUIT FLY OVARY THAT PLAY AN ACTIVE ROLE IN THE PROCESS - A CRUCIAL STEP THAT DEFINES A TARGET AREA FOR FUTURE RESEARCH. (PUBLISHED OCTOBER 9, 2014, IN NATURE) THE LINHENG LI LAB DETERMINED THAT HEMATOPOIETIC (BLOOD-FORMING) STEM CELLS CAN BE DIRECTLY CONTROLLED BY THEIR OWN PROGENY CALLED MEGAKARYOCYTES, OR "MEGA" CELLS. THESE MEGA CELLS, WHICH ARE BEST KNOWN FOR PRODUCING PLATELETS THAT HEAL WOUNDS, ARE FOUND IN BONE MARROW. THE DISCOVERY THAT MEGA CELLS PLAY A CRITICAL ROLE IN REGULATING STEM CELLS COULD POTENTIALLY LEAD TO NEW TREATMENTS FOR PATIENTS RECOVERING FROM CHEMOTHERAPY OR ORGAN TRANSPLANTATION. (PUBLISHED OCTOBER 19, 2014, IN NATURE MEDICINE) THE HAWLEY LAB REPORTED THAT AN ENZYME CALLED TOPOISOMERASE II IS REQUIRED FOR CERTAIN ENTANGLED CHROMOSOMES TO BE SET FREE. DURING THE FORMATION OF EGGS AND SPERM, THE CELL'S CHROMOSOMES MUST PAIR UP AND PART IN AN ELABORATE SEQUENCE THAT RESULTS IN SEX CELLS WITH EXACTLY HALF THE NUMBER OF CHROMOSOMES AS THE PARENT CELL. A SINGLE MISSTEP CAN CAUSE INFERTILITY, MISCARRIAGE, AND BIRTH DEFECTS. WITHOUT THE TOPOISOMERASE II ENZYME, FEMALE FRUIT FLIES WERE UNABLE TO COMPLETE THE PROCESS OF CELL DIVISION REQUIRED TO PRODUCE EGG AND SPERM CELLS FOR SEXUAL REPRODUCTION. (PUBLISHED OCTOBER 23, 2014, IN PLOS GENETICS)
FORM 990, PART III, LINE 4 CONT.:	Comprehensive List of 2014 Original Research Papers; Reviews, Commentaries and Book Chapters Original Research Papers 1.Adler CE, Seidel CW, McKinney SA, Snchez Alvarado A. Selective amputation of the pharynx identifies a FoxA-dependent regeneration program in planaria. eLife (Cambridge). 2014;3:e02238. 2.Ahn Y, Mullan HE, Krumlauf R. Long-range regulation by shared retinoic acid response elements modulates dynamic expression of posterior Hoxb genes in CNS development. Dev Biol. 2014;388:134-144. 3.Avena JS, Burns S, Yu Z, Ebmeier CC, Old WM, Jaspersen SL, Winey M. Licensing of Yeast Centrosome Duplication Requires Phosphoregulation of Sfi1. PLoS Genet. 2014;10:e1004666. 4.Bailey CM, Kulesa PM. Dynamic Interactions between Cancer Cells and the Embryonic Microenvironment Regulate Cell Invasion and Reveal EphB6 as a Metastasis Suppressor. Mol Cancer Res. 2014;12:1303-1313. 5.Banks CAS, Lakshminarasimhan M, Washburn MP. Shotgun Proteomics In: eLS Chichester, England: John Wiley & Sons, Ltd; 2014. doi:10.1002/9780470015902.a0006197.pub2 6.Banks CA, Lee ZT, Boanca G, Lakshminarasimhan M, Groppe BD, Wen Z, Hattem GL, Seidel CW, Florens L, Washburn MP. Controlling for gene expression changes in transcription factor protein networks. Mol Cell Proteomics. 2014;13:1510-1522. 7.Bauerly E, Hughes SE, Vietti DR, Miller DE, McDowell W, Hawley RS. Discovery of Supernumerary B Chromosomes in Drosophila melanogaster. Genetics. 2014;196:1007-1016. 8.Callier P, Calvel P, Matevossian A, Makrythanasis P, Bernard P, Kurosaka H, Vannier A, Thauvin-Robinet C, Borel C, Mazaud-Guittot S, Rolland A, Desdoits-Lethimonier C, Guipponi M, Zimmermann C, Stevant I, Kuhne F, Conne B, Santoni F, Lambert S, Huet F, Mugneret F, Jaruzelska J, Faivre L, Wilhelm D, Jegou B, Trainor PA, Resh MD, Antonarakis SE, Nef S. Loss of Function Mutation in the Palmitoyl-Transferase HHAT Leads to Syndromic 46,XY Disorder of Sex Development by Impeding Hedgehog Protein Palmitoylation and Signaling. PLoS Genet. 2014;10:e1004340. 9.Cervantes S, Bunnik EM, Saraf A, Conner CM, Escalante A, Sardiu ME, Ponts N, Prudhomme J, Florens L, Le Roch KG. The multifunctional autophagy pathway in the human malaria parasite, Plasmodium falciparum. Autophagy. 2014;10:80-92. 10.Chen L, Ooi SK, Conaway JW, Conaway RC. Biochemical Assays for Analyzing Activities of ATP-dependent Chromatin Remodeling Enzymes. J Vis Exp. 2014;92:e51721, doi10.3791/51721. 11.Chen L, Ooi SK, Conaway RC, Conaway JW. Generation and Purification of Human INO80 Chromatin Remodeling Complexes and Subcomplexes. J Vis Exp. 2014;92:e51720, doi10.3791/51720. 12.Chen J, Smoyer CJ, Slaughter BD, Unruh JR, Jaspersen SL. The SUN protein Mps3 controls Ndc1 distribution and function on the nuclear membrane. J Cell Biol. 2014;204:523-539. 13.Cheng J, Blum R, Bowman C, Hu D, Shilatifard A, Shen S, Dynlacht BD. A Role for H3K4 Monomethylation in Gene Repression and Partitioning of Chromatin Readers. Mol Cell. 2014;53:979-992. 14.Cole JC, Taylor HL, Baumann DP, Baumann P. Neaves' whiptail lizard: the first known tetraploid parthenogenetic tetrapod (Reptilia: Squamata: Teiidae). Breviora. 2014:1-19. 15.Collins KA, Unruh JR, Slaughter BD, Yu Z, Lake CM, Nielsen RJ, Box KS, Miller DE, Blumenstiel JP, Perera AG, Malanowski KE, Hawley RS. Corolla is a novel protein that contributes to the architecture of the synaptonemal complex of Drosophila. Genetics. 2014;198:219-228. 16.Duan CW, Shi J, Chen J, Wang B, Yu YH, Qin X, Zhou XC, Cai YJ, Li ZQ, Zhang F, Yin MZ, Tao Y, Mi JQ, Li LH, Enver T, Chen GQ, Hong DL. Leukemia Propagating Cells Rebuild an Evolving Niche in Response to Therapy. Cancer Cell. 2014;25:778-793. 17.Dutta A, Gogol M, Kim JH, Smolle M, Venkatesh S, Gilmore J, Florens L, Washburn MP, Workman JL. Swi/Snf dynamics on stress-responsive genes is governed by competitive bromodomain interactions. Genes Dev. 2014;29:2314-2330. 18.Ellies DL, Economou A, Viviano B, Rey JP, Paine-Saunders S, Krumlauf R, Saunders S. Wise Regulates Bone Deposition through Genetic Interactions with Lrp5. PLoS One. 2014;9:e96257. 19.Fowler T, Ghatak P, Price DH, Conaway R, Conaway J, Chiang CM, Bradner JE, Shilatifard A, Roy AL. Regulation of MYC Expression and Differential JQ1 Sensitivity in Cancer Cells. PLoS One. 2014;9:e87003. 20.Gardini A, Baillat D, Cesaroni M, Hu D, Marinis JM, Wagner EJ, Lazar MA, Shilatifard A, Shiekhattar R. Integrator Regulates Transcriptional Initiation and Pause Release following Activation. Mol Cell. 2014;56:128-139. 21.Gibson WT, Rubinstein BY, Meyer EJ, Veldhuis JH, Brodland GW, Nagpal R, Gibson MC. On the origins of the mitotic shift in proliferating cell layers. Theor Biol Med Model. 2014;11:26. doi: 10.1186/1742-4682-11-26. 22.Haga-Yamanaka S, Ma L, He J, Qiu Q, Lavis LD, Looger LL, Yu CR. Integrated action of pheromone signals in promoting courtship behavior in male mice. eLife (Cambridge). 2014;3:e03025. 23.Haralalka S, Shelton C, Cartwright HN, Guo F, Trimble R, Kumar RP, Abmayr SM. Live Imaging Provides New Insights on Dynamic F-Actin Filopodia and Differential Endocytosis during Myoblast Fusion in Drosophila. PLoS One. 2014;9:e114126. 24.Harris B, Bose T, Lee KK, Wang F, Lu S, Ross RT, Zhang Y, French SL, Beyer AL, Slaughter BD, Unruh JR, Gerton JL. Cohesion promotes nucleolar structure and function. Mol Biol Cell. 2014;25:337-346. 25.Hepp MI, Alarcon V, Dutta A, Workman JL, Gutierrez JL. Nucleosome remodeling by the SWI/SNF complex is enhanced by yeast High Mobility Group Box (HMGB) proteins. Biochim Biophys Acta. 2014;1839:764-772. 26.Herz HM, Morgan M, Gao X, Jackson J, Rickels R, Swanson SK, Florens L, Washburn MP, Eissenberg JC, Shilatifard A. Histone H3 lysine-to-methionine mutants as a paradigm to study chromatin signaling. Science. 2014;345:1065-1070. 27.Hewawasam GS, Mattingly M, Venkatesh S, Zhang Y, Florens L, Workman JL, Gerton JL. Phosphorylation by Casein Kinase 2 Facilitates Psh1 Protein-assisted Degradation of Cse4 Protein. J Biol Chem. 2014;289:29297-29309. 28.Hollopeter G, Lange JJ, Zhang Y, Vu TN, Gu M, Ailion M, Lambie EJ, Slaughter BD, Unruh JR, Florens L, Jorgensen EM. The membrane-associated proteins FCHo and SGIP are allosteric activators of the AP2 clathrin adaptor complex. eLife (Cambridge). 2014;3:e03648. 29.Huang F, Paulson A, Dutta A, Venkatesh S, Smolle M, Abmayr SM, Workman JL. Histone acetyltransferase Enok regulates oocyte polarization by promoting expression of the actin nucleation factor spire. Genes & Dev. 2014;28:2750-2763. 30.Hughes SE, Hawley RS. Topoisomerase II is required for the proper separation of heterochromatic regions during Drosophila female meiosis. PLoS Genet. 2014;10:e1004650. 31.Ikmi A, Gaertner B, Seidel C, Srivastava M, Zeitlinger J, Gibson MC. Molecular Evolution of the Yap/Yorkie Proto-oncogene and Elucidation of its Core Transcriptional Program. Mol Biol Evol. 2014;31:1375-1390. 32.Ikmi A, McKinney SA, Delventhal KM, Gibson MC. TALEN and CRISPR/Cas9-mediated genome editing in the early-branching metazoan Nematostella vectensis . Nat Commun. 2014;5:5486, doi 10.1038/ncomms6486. 33.Jiang L, Romero-Carvajal A, Haug JS, Seidel CW, Piotrowski T. Gene-expression analysis of hair cell regeneration in the zebrafish lateral line. Proc Natl Acad Sci U S A. 2014;111:E1383-1392. 34.Khan DH, Gonzalez C, Cooper C, Sun JM, Chen HY, Healy S, Xu W, Smith KT, Workman JL, Leygue E, Davie JR. RNA-dependent dynamic histone acetylation regulates MCL1 alternative splicing. Nucleic Acids Res. 2014;42:1656-1670. 35.Kurosaka H, Iulianella A, Williams T, Trainor PA. Disrupting hedgehog and WNT signaling interactions promotes cleft lip pathogenesis. J Clin Invest. 2014;124:1660-1671. 36.Lei NY, Jabaji Z, Wang J, Joshi VS, Brinkley GJ, Khalil H, Wang F, Jaroszewicz A, Pellegrini M, Li L, Lewis M, Stelzner M, Dunn JC, Martin MG. Intestinal subepithelial myofibroblasts support the growth of intestinal epithelial stem cells. PLoS One. 2014;9:e84651. 37.Liang L, Haug JS, Seidel CW, Gibson MC. Functional genomic analysis of the periodic transcriptome in the developing Drosophila wing. Dev Cell. 2014;29:112-127. 38.Liu D, He XC, Qian P, Barker N, Trainor PA, Clevers H, Liu H, Li L. Leucine-rich Repeat-containing G-protein-coupled Receptor 5 Marks Short-term Hematopoietic Stem and Progenitor Cells during Mouse Embryonic Development. J Biol Chem. 2014;289:23809-23816. 39.Lu R, Wu S, Zhang YG, Xia Y, Liu X, Zheng Y, Chen H, Schaefer KL, Zhou Z, Bissonnette M, Li L, Sun J. Enteric bacterial protein AvrA promotes colonic tumorigenesis and activates colonic beta-catenin signaling pathway. Oncogenesis. 2014;3:e105. 40.Lu S, Lee KK, Harris B, Xiong B, Bose T, Saraf A, Hattem G, Florens L, Seidel C, Gerton JL. The cohesin acetyltransferase Eco1 coordinates rDNA replication and transcription. EMBO Rep. 2014;15:609-617. 41.Lush ME, Piotrowski T. ErbB expressing Schwann cells control lateral line progenitor cells via non-cell-autonomous regulation of Wnt/beta-catenin. eLife (Cambridge). 2014;3:e01832. 42.Ma L, W
FORM 990, PART III, LINE 4 CONT.:	Reviews, Commentaries or Chapters 1.Banks CAS, Lakshminarasimhan M, Washburn MP. Shotgun Proteomics In: eLS Chinchester: John Wiley & Sons, Ltd; 2014. doi:10.1002/XXX-XX-XXXX 5902.a0006197.pub2 2.Cao K, Shilatifard A. Inhibit Globally, Act Locally: CDK7 Inhibitors in Cancer Therapy. Cancer Cell. 2014;26:158-159. 3.Frisdal A, Trainor PA. Development and evolution of the pharyngeal apparatus. Wiley Interdiscip Rev Dev Biol. 2014;3:403-418. 4.Gaertner B, Zeitlinger J. RNA polymerase II pausing during development. Development. 2014;141:1179-1183. 5.He XC, Li Z, Sugimura R, Ross J, Zhao M, Li L. Homing and migration assays of hematopoietic stem/progenitor cells. Methods Mol Biol. 2014;1185:279-284. 6.Herz HM, Hu D, Shilatifard A. Enhancer Malfunction in Cancer. Mol Cell. 2014;53:859-866. 7.Katta SS, Smoyer CJ, Jaspersen SL. Destination: inner nuclear membrane. Trends Cell Biol. 2014;24:221-229. 8.Lakshminarasimhan M, Washburn MP. Quantitative Proteomics Characterization of Chromatin-Remodeling Complexes. In: Emili A, Greenblatt J, Wodak S, eds. Health and Disease Systems Analysis of Chromatin-Related Protein Complexes in Cancer. SpringerLink; 2014:177-196. 9.Li G, Li M, Zhang Y, Wang D, Li R, Guimera R, Gao JT, Zhang MQ. ModuleRole: A Tool for Modulization, Role Determination and Visualization in Protein-Protein Interaction Networks. PLoS One. 2014;9:e94608. 10.Lush ME, Piotrowski T. Sensory hair cell regeneration in the zebrafish lateral line. Dev Dyn. 2014;243:1187-1202. 11.Miller DE, Hawley RS. Tetrad analysis in the mouse. Nat Genet. 2014;46:1045-1046. 12.Mohan RD, Abmayr SM, Workman JL. The expanding role for chromatin and transcription in polyglutamine disease. Curr Opin Genet Dev. 2014;26C:96-104. 13.Mohan RD, Abmayr SM, Workman JL. Pulling complexes out of complex diseases: Spinocerebellar Ataxia 7. Rare Dis. 2014;2:e28859. 14.Mohan RD, Workman JL, Abmayr SM. Drosophila models reveal novel insights into mechanisms underlying neurodegeneration. Fly. 2014;8:148-152. 15.Mulla W, Zhu J, Li R. Yeast: a simple model system to study complex phenomena of aneuploidy. FEMS Microbiol Rev. 2014;38:201-212. 16.Noack-Watt K, Trainor PA. Neurocristopathies: Disorders of Neural Crest Cell Development. In: PA Trainor, ed. Neural Crest Cells: Evolution Development and Disease 1st ed. New York: Elsevier; 2014:488. 17.Nolte C, Ahn Y, Krumlauf R. Hox Genes Expression. Reference Module in Biomedical Sciences Elsevier; 2014. 18.Parrish M, Ahn Y, Nolte C, De Kumar B, Krumlauf R. Hox Complex Analysis Through BAC Recombineering. Methods Mol Biol. 2014;1196:59-87. 19.Piotrowski T, Baker CV. The development of lateral line placodes: Taking a broader view. Dev Biol. 2014;389:68-81. 20.Ragkousi K, Gibson MC. Cell division and the maintenance of epithelial order. J Cell Biol. 2014;207:181-188. 21.Sakai D, Trainor PA. Gene Transfer Techniques in Whole Embryo Cultured Post-implantation Mouse Embryos. Methods Mol Biol. 2014;1092:227-234. 22.Snchez Alvarado A, Yamanaka S. Rethinking Differentiation: Stem Cells, Regeneration, and Plasticity. Cell. 2014;157:110-119. 23.Smith E, Shilatifard A. Enhancer Biology and Enhanceropathies. Nat Struct Mol Biol. 2014;21:210-219. 24.Smith SE, Slaughter BD, Unruh JR. Imaging methodologies for systems biology. Cell Adh & Migr. 2014;8:468-477. 25.Smoyer CJ, Jaspersen SL. Breaking down the wall: the nuclear envelope during mitosis. Curr Opin Cell Biol. 2014;26C:1-9. 26.Trainor PA, Merrill AE. Ribosome Biogenesis in Skeletal Development and the Pathogenesis of Skeletal Disorders. Biochim Biophys Acta. 2014;1842:769-778. 27.Venkatesh S, Workman JL. Recognizing methylated histone variant H3.3 to prevent tumors. Cell Res. 2014;24:649-660. 28.Volkmann N, Page C, Li R, Hanein D. Three-dimensional reconstructions of actin filaments capped by Arp2/3 complex. Eur J Cell Biol. 2014;93:179-183. 29.Wang Y, Xie T. Extracellular, Stem Cells and Regenerative Ophthalmology. Journal of glaucoma. 2014;23 Proceedings of the 20th Annual Think Tank: "Exfoliation Syndrome: What We Know and Where We Need To Go" September 19-21, 2013 New York, NY Sponsored by The Glaucoma Foundation (TGF):S30-S33. 30.Xu B, Lu S, Gerton JL. Roberts Syndrome: A deficit in acetylated cohesin leads to nucleolar dysfunction. Rare Dis. 2014;2:e27743. 31.Yan D, Neumuller RA, Buckner M, Ayers K, Li H, Hu Y, Yang-Zhou D, Pan L, Wang X, Kelley C, Vinayagam A, Binari R, Randklev S, Perkins LA, Xie T, Cooley L, Perrimon N. A regulatory network of Drosophila germline stem cell self-renewal. Dev Cell. 2014;28:459-473. 32.Zhou C, Li R, Kennedy BK. Life History: Mother-Specific Proteins that Promote Aging. Curr Biol. 2014;24:R1162-1164. Book 1.Trainor PA, ed. Neural Crest Cells: Evolution Development and Disease 1st ed. New York, Elsevier. 2014.
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 2014, Stowers scientists worked with the support of 30 grants and fellowships from the National Institutes of Health, three grants and fellowships from the American Cancer Society, one grant from the Cornelia de Lange Syndrome Foundation, one grant from the March of Dimes, one fellowship from the American Heart Association, one award from The Ellison Medical Foundation, one grant from the Greater Kansas City Community Foundation, one Hudson Prize from the M.R. and Evelyn Hudson Foundation, one grant from the Hearing Health Foundation, one fellowship from the Japan Society for the Promotion of Science, one fellowship from the American Association of Anatomists, and two investigator awards from the Howard Hughes Medical Institute. With new and recurring grant support, the Institute is receiving more than $6 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 members received in 2014: - Jennifer Gerton, Ph.D., received a grant from March of Dimes. - Rong Li, Ph.D., received a grant from the National Institute of Neurological Disorders and Stroke. - Kausik Si, Ph.D., received a grant from the National Institute of Mental Health. - Ron Yu, Ph.D., received a grant from the National Institutes of Health. - Hans-Martin Herz, Ph.D., received a Pathway to Independence Award from the National Cancer Institute. - Baoshan Xu, Ph.D., was awarded a research grant from the Cornelia de Lange Syndrome Foundation. - Naomi Tjaden was selected for a Ruth L. Kirchstein National Research Service Award fellowship funded by the National Institutes of Health. - Caleb Bailey, Ph.D., was awarded an American Association of Anatomists postdoctoral fellowship. - Yuichiro Nakajima, Ph.D., was awarded a postdoctoral fellowship from the Japan Society for the Promotion of Science.
FORM 990, PART III, LINE 4 CONT.:	Cooperation Agreements and Collaborations In 2014, the Stowers Institute participated in collaborations with the following hospitals: - Children's Mercy Hospital, Kansas City, Missouri - Collaborators include Erin Guest, M.D., from Children's Mercy Hospital and Ali Shilatifard, Ph.D., from the Stowers Institute. This research examines the role of the mixed lineage leukemia (MLL) gene in infant and adolescent leukemia. More than 80 percent of infant leukemia cases involve a problem with MLL. This work aims to further elucidate MLL's molecular targets and partner proteins in human leukemia cells and may enable the identification of novel targets for drug development. - Children's Hospital Medical Center, Cincinnati, Ohio - Collaborators include S. Steven Potter, Ph.D., from Children's Hospital Medical Center and Paul Trainor, Ph.D., from the Stowers Institute. About one-third of all human congenital birth defects exhibit craniofacial (head or face) abnormalities. Craniofacial defects have both genetic and environmental causes. This research employs technologies to study all of the genes involved in facial development to allow a more detailed understanding of this complex process. This collaboration generates gene expression databases for the craniofacial research community and may enable new approaches to treat and prevent craniofacial defects. - Mattel Children's Hospital at the University of California, Los Angeles, California - Collaborators include Jiafang Wang, Garrett Brinkley, and Martin G. Martin, M.D., from Mattel Children's Hospital and Fengchao Wang, Ph.D., and Linheng Li, Ph.D., from the Stowers Institute. This research focuses on intestinal epithelial stem cells and determining how these cells interact with their local environments to achieve growth stability. These studies are designed to advance our knowledge of intestinal stem cell biology that may aid in the development of novel cell transplantation methods for the treatment of intestinal diseases and disorders. - L'Hopital de Bocage, Dijon, France - Collaborators include Patrick Callier, Christel Thauvin-Robinet, Sandy Lambert, Frederic Huet, Francine Mugneret, and Laurence Favre from L'Hopital de Bocage and Hiroshi Kurosaka, Ph.D., D.D.S., and Paul Trainor, Ph.D., from the Stowers Institute. This work focuses on studying signaling pathways and mechanisms involved in gonadal development and how these components and processes are affected in related disorders. In particular, this research examines the Hedgehog pathway in human testicular organogenesis and embryonic development. This work may lead to lead to new approaches to treat or prevent developmental abnormalities that involve Hedgehog signaling. - Sixth People Hospital and Ruijin Hospital, Shanghai, China - Collaborators include Jun Shi, Ye-Hua Yu, and Ying Tao from Sixth People Hospital; Cai-Wen Duan, Bo Wang, Xiang-Cheng Zhou, Yi-Jun Cai, Zuo-Qing Li, Jian-Qing Mi, Guo-qiang Chen, and Deng-Li Hong from Ruijin Hospital; and Linheng Li, Ph.D., from the Stowers Institute. Some cancers are maintained by a small subset of tumor cells known as cancer propagating cells that can be resistant to conventional cancer treatments. This research centers on examining cancer propagating cells present in leukemia, how these cells interact with their local environments that serve as protective niches, and how altering these niches may modulate the efficacy of anti-cancer therapies. The Institute also collaborated with institutions associated with teaching and research hospitals including the University of Kansas Medical Center Research Institute; University of Kansas Medical Center; University of Kansas Center for Research; University of Missouri School of Medicine; Christian Medical College, Vellore, India; David Geffen School of Medicine at University of California, Los Angeles; Department of Veterans Affairs Medical Center, Oklahoma City, Oklahoma; Harbin Medical University, China; Harvard Medical School; Howard Hughes Medical Institute; Indiana University School of Medicine; Memorial Sloan-Kettering Cancer Center; Institute for Medical Research, London, United Kingdom; New York University School of Medicine; Peggy and Charles Stephenson Oklahoma Cancer Center, Oklahoma City; Perelman School of Medicine at the University of Pennsylvania; Saint Louis University School of Medicine; Shanghai Children's Medical Center, Shanghai, China; Shanghai Jiao Tong University School of Medicine, China; Temple University School of Medicine; The University of Texas Medical School at Houston; Tufts University School of Medicine; University of Colorado Anschutz Medical Campus; University of Geneva Medical School, Switzerland; University of Manitoba, Canada; University of Miami Miller School of Medicine; University of Michigan Medical School; University of Oklahoma Health Science Center; University of Texas Southwestern Medical Center; University of Utah School of Medicine; University of Virginia School of Medicine; Veterans Affairs Greater Los Angeles Healthcare System; Washington University School of Medicine; Weill Medical College of Cornell University; and Yale University School of Medicine. In total, Stowers researchers successfully collaborated with colleagues at 60 national and 37 international hospitals, universities, and research institutes. In addition to the institutions listed above, collaborators included: American Museum of Natural History; Buck Institute for Research on Aging; California Institute of Technology; Chinese Academy of Sciences, Beijing, China; Dalhousie University, Canada; Gladstone Institute of Cardiovascular Disease; Harvard University; Hubrecht Institute, Utrecht, The Netherlands; Institute for Systems Biology, Seattle, Washington; Kangwon National University, Chuncheon, Republic of Korea; King's College London, United Kingdom; Korea Research Institute of Bioscience and Biotechnology; Kyoto University, Japan; Ludwig Maximilian University of Munich, Germany; Monash University, Clayton, Australia; Open University, United Kingdom; Polish Academy of Sciences, Poznan, Poland; Purdue University; Regis University; Rockefeller University; Rush University; Sanford-Burnham Medical Research Institute; Scripps Research Institute; Swiss Institute of Bioinformatics, Lausanne, Switzerland; Tel Aviv University, Israel; Tsinghua University, Beijing, China; Universidad de Concepcion, Chile; Universite de Bourgogne, Dijon, France; Universite de Rennes, France; Universite de Strasbourg, France; University College London, United Kingdom; University of Calgary, Canada; University of California, Los Angeles; University of California, Riverside; University of California, San Diego; University of California, San Francisco; University of Cambridge, United Kingdom; University of Chicago; University of Colorado, Boulder; University of Geneva, Switzerland; University of Iowa; University of Kansas; University of Lausanne, Switzerland; University of Louisville; University of Michigan; University of Ottawa, Canada; University of Rochester; University of Southern California; University of Texas at Dallas; University of Utah; University of Waterloo, Canada; University of Wisconsin; University Pierre and Marie Curie, Paris, France; Whitehead Institute for Biomedical Research; Yale University; and Yonsei Univeristy, Incheon, Republic of Korea.
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 Investigator, 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 - 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., 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 - 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 H

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

STOWERS INSTITUTE FOR MEDICAL RESEARCH

Employer identification number

20-2993509

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (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" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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	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 (DE) 1000 EAST 50TH STREET KANSAS CITY,MO64110 27-4482762	SEE PART VII	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
(7) THE GRADUATE SCHOOL OF SIMR (MO) 1000 EAST 50TH STREET KANSAS CITY,MO64110 46-4588696	SEE PART VII	MO	501(C)(3)	2	SIMR	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2014

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) BIOMED VALLEY DISCOVERIESINC 4520 MAIN ST SUITE 1650 KANSAS CITY,MO64111 06-1646533	SEE PART VII	DE	BVC	C CORP	0	0	Yes

Schedule R (Form 990) 2014

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on 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

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 . . . . . . . . . . . . . . . . . . . . . . .

Yes

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

Yes

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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 related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) BIOMED VALLEY DISCOVERIES INC	A	14,475	MARKET VALUE
(2) THE GRADUATE SCHOOL OF SIMR	B	2,000,000	MARKET VALUE
(3) STOWERS RESOURCE MANAGEMENT INC	C	70,000,000	MARKET VALUE
(4) STOWERS SCIENTIFIC EDUCATION INSTITUTE	C	108,277	COST REIMB.
(5) BIOMED VALLEY CORPORATION	C	51,873	MARKET VALUE
(6) STOWERS REAL ESTATE HOLDINGS CORP	K	2,230,551	MARKET VALUE
(7) STOWERS RESOURCE MANAGEMENT INC	P	19,591,874	COST REIMB.
(8) BIOMED VALLEY DISCOVERIES INC	P	214,731	COST REIMB.
(9) BIOMED VALLEY DISCOVERIES INC	Q	561,413	COST REIMB.
(10) SEE PART VII FOR ADDITIONAL INFORMATION

Schedule R (Form 990) 2014

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2014

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

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 II, LINES (5) AND (7), COLUMN B: THE GRADUATE SCHOOL OF SIMR'S PRIMARY ACTIVITY IS EDUCATION. THE GRADUATE SCHOOL OF SIMR(DE) MERGED WITH THE GRADUATE SCHOOL OF SIMR(MO) ON JUNE 30, 2014. THE SURVIVING ORGANIZATION IS THE GRADUATE SCHOOL OF SIMR(MO) EIN #46-4588696.
PART IV, LINE (1), 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 SUBLEASE PAYMENTS FROM BVD BASED ON COST FOR LESS THAN 300 SQ FT OF SPACE FOR A LIMITED USE PURPOSE. THE RENT PAYMENTS FROM BVD TO SIMR DO NOT REDUCE BVD'S TAXABLE INCOME WHICH WOULD HAVE BEEN UBTI IF BVD WERE EXEMPT UNDER SECTION 501(c)(3) AND HAD THE SAME EXEMPT PURPOSE AS SIMR. THEREFORE, NO PORTION OF THE RENT PAYMENTS FROM BVD CONSTITUTES UNRELATED BUSINESS INCOME TO SIMR UNDER SECTION 512(b)(13).
PART V, LINE 2 (2):	SIMR MADE A CONTRIBUTION TO THE GRADUATE SCHOOL OF SIMR.
PART V, LINE 2 (3):	SRM PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
PART V, LINE 2 (4):	SSEI PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH AND SCIENCE EDUCATION ACTIVITIES.
PART V, LINE 2 (5):	BVC PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
PART V, LINE 2 (6):	SIMR ENTERED INTO A LEASE EFFECTIVE JANUARY 1, 2009, WITH STOWERS REAL ESTATE HOLDING CORPORATION("SREHC"), A 501(C)(2) TAX EXEMPT ORGANIZATION THAT IS A RELATED PARTY TO SIMR. THE LEASE HAS AN ORIGINAL TERM OF 10 YEARS WITH PROVISION FOR ADDITIONAL OPTION YEARS FOR A 280,000 SQUARE FEET BUILDING. SIMR'S LEASE PAYMENTS TO SREHC IN 2014 TOTALED $2,230,551.
PART V, LINE 2 (7):	SIMR REIMBURSED SRM FOR COSTS ASSOCIATED WITH SRM'S ADMINISTRATIVE AND SUPPORT SERVICES PROVIDED TO SIMR. SRM IS A SUPPORTING ORGANIZATION TO SIMR.
PART V, LINE 2 (8):	SIMR REIMBURSED BVD FOR SERVICES ON THE SERVICE COST METHOD.
PART V, LINE 2 (9):	BVD REIMBURSED SIMR FOR SERVICES ON 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.

Schedule R (Form 990) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SIMR'S EXEMPT PURPOSE IS TO PERFORM MEDICAL RESEARCH IN THE PUBLIC INTEREST WITH THE GOAL OF EXPANDING OUR UNDERSTANDING OF THE FUNDAMENTAL PROCESSES OF LIVING CELLS.
2	Check this box
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 2014 (Part V, line 2a) ......	5	355
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	67,123,484	178,677,989
9	Program service revenue (Part VIII, line 2g) .........	303,759	356,003
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	326,595	377,075
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	227,361	127,439
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	67,981,199	179,538,506
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,983,256	3,434,645
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)	29,320,132	29,024,462
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	41,616,387	41,790,239
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	73,919,775	74,249,346
19	Revenue less expenses. Subtract line 18 from line 12.......	-5,938,576	105,289,160
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	445,494,887	390,227,160
21	Total liabilities (Part X, line 26).............	192,461,960	135,642,713
22	Net assets or fund balances. Subtract line 21 from line 20.....	253,032,927	254,584,447

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 67,167,319 including grants of $ 3,434,645 ) (Revenue $ 356,003 )
	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 expenses67,167,319

(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
(A) Name and Title
(1) JAMES E STOWERS JR........................................................................ DIRECTOR (DECEASED 3/17/14)	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 .......................54.0	X	X			0	1,145,266	57,975
(4) RODERICK L STURGEON........................................................................ DIRECTOR/CFO	2.0 .......................50.0	X	X			0	1,334,139	54,478
(5) WILLIAM B NEAVES........................................................................ DIRECTOR/PRESIDENT EMERITUS	40.0 .......................8.0	X	X			481,735	0	52,734
(6) DAVID M CHAO........................................................................ DIRECTOR/PRESIDENT/CEO	40.0 .......................6.0	X	X			1,323,905	0	40,320
(7) RICHARD W BROWN........................................................................ DIRECTOR/CHAIR	2.0 .......................48.0	X	X			0	2,002,215	51,747
(8) ROBERT E KRUMLAUF........................................................................ SCIENTIFIC DIRECTOR	40.0 .......................4.0			X		481,314	0	58,074
(9) RONALD C CONAWAY........................................................................ INVESTIGATOR	40.0 .......................0.0				X	271,243	0	40,320
(10) JOAN W CONAWAY........................................................................ INVESTIGATOR	40.0 .......................0.0				X	268,187	0	53,760
(11) JERRY L WORKMAN........................................................................ INVESTIGATOR	40.0 .......................0.0				X	270,507	0	46,951
(12) R SCOTT HAWLEY........................................................................ INVESTIGATOR	40.0 .......................2.0				X	322,473	0	55,170
(13) RONG LI........................................................................ INVESTIGATOR	40.0 .......................0.0				X	258,603	0	57,664

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	3,677,967	4,481,620	569,193

(A) Name and business address	(B) Description of services	(C) Compensation
AMERICAN CENTURY COMPANIES INC, 4500 MAIN STREET KANSAS CITY,MO64111	SEE SCH L, PART V	180,000




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 1

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		70,160,150
e	Government grants (contributions)1e		4,477,124

f	All other contributions, gifts, grants, and similar amounts not included above1f		104,040,715

g	Noncash contributions included in lines 1a-1f:$		173,283,450
h	Total. Add lines 1a-1f.......			178,677,989
			Business Code
2a	COLLABORATION FEE FROM HHMI 501(C)(3)		900099	356,003	356,003
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			356,003
3	Investment income (including dividends, interest, and other similar amounts).......			532,707			532,707
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			5,101			5,101
		(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).......			0
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	92,907,294	77,005
b	Less: cost or other basis and sales expenses	93,084,153	55,778
c	Gain or (loss)	-176,859	21,227
d	Net gain or (loss)..........			-155,632			-155,632
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..			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...			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..			0
Miscellaneous Revenue			Business Code
11a	MO QUALITY JOBS REBATE		900099	23,038			23,038
b	OTHER REBATES & REVENUE		900099	99,300			99,300
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			122,338
12	Total revenue. See Instructions......			179,538,506	356,003		504,514


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			0	1	0
2	Savings and temporary cash investments .........			2,275,141	2	2,227,476
3	Pledges and grants receivable, net ...........			305,976	3	322,362
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 ..............			9,002	8	6,117
9	Prepaid expenses and deferred charges ..........			473,489	9	444,230
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	319,791,504
b	Less: accumulated depreciation .....	10b	161,111,883	164,421,586	10c	158,679,621
11	Investments—publicly traded securities ..........			93,854,048	11	101,757,504
12	Investments—other securities. See Part IV, line 11 .....			622,760	12	610,425
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 ...........			183,532,885	15	126,179,425
16	Total assets. Add lines 1 through 15 (must equal line 34)......			445,494,887	16	390,227,160
17	Accounts payable and accrued expenses .........			7,456,327	17	6,840,907
18	Grants payable .................			0	18	0
19	Deferred revenue ................			583,955	19	391,809
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....................			184,421,678	25	128,409,997
26	Total liabilities. Add lines 17 through 25.........			192,461,960	26	135,642,713
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			253,032,927	27	254,584,447
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 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 ...........			253,032,927	33	254,584,447
34	Total liabilities and net assets/fund balances ........			445,494,887	34	390,227,160