TY 2015 Form 990

- 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

2015

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 (Form 990 or 990-EZ))

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, MA

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 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. 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—2014. 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—2015. 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—2014. 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) 2015

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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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. 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—2014. 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) 2015

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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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

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

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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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

Schedule A (Form 990 or 990-EZ) 2015

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Part IV

Supporting Organizations (continued)

Yes

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

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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2015

Page 6

Part V

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

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

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) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

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 2015 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-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

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:	In 2015, Stowers scientists collaborated with researchers at about 100 national and 50 international institutions including dozens of hospitals, medical centers, medical schools, and teaching and research hospitals. Many of these collaborations resulted in discoveries that merited publication in leading peer-reviewed scientific journals and/or successfully funded grant awards. The Institute conducts medical research in conjunction with the University of Kansas ("KU")and its affiliates the University of Kansas Hospital Authority and the University of Kansas Medical Center ("KUMC") pursuant to a written Memorandum of Understanding. KUMC is the academic health science center of the largest public research university in the state of Kansas. KUMC offers programs and services that focus on education, research, patient care, and community engagement. To date, 31 KUMC students received Ph.D.s and 3 received M.S.s for dissertations in the Institutes labs. Since inception, more than 800 research publications list collaborations between the Institute and KU. KUMC is affiliated with the University of Kansas Hospital, a nonprofit independent hospital co-located with the main KUMC campus in Kansas City, KS. Eighteen independent research program leaders from SIMR are adjunct faculty in four KUMC departments. These appointments include twelve full professors, four associate professors, and two assistant professors. In 2015, 64 of SIMRs 77 original research publications included both SIMR and KUMC affiliations. About 20 KUMC students performed dissertation work in Stowers labs in 2015. The institute is also a consortium member of the University of Kansas Cancer Center at KUMC, a cancer research and care partnership spanning two states and involving collaboration among researchers, physicians, and cancer support professionals in basic, translational, and clinical research areas. In June 2012, the NIHs National Cancer Institute (NCI) named the University of Kansas Cancer Center as a NCI-Designated Cancer Center. The NCI Cancer Centers Program is a pillar of federal cancer research efforts and integral to the NCIs programs for studying, treating, and preventing cancer. In KUMCs application to the NCI Cancer Centers Program, $4 million of the $48 million in grants cited in the application were grants that had been awarded to Stowers investigators. Currently, eight Stowers research program leaders are members of the University of Kansas Cancer Centers Cancer Biology Research Program, including Linheng Li who serves as co-leader of the program. In 2015, Paul Kulesa was awarded an NIH grant from the National Institute of Neurological Disorders and Stroke to investigate mechanisms underlying neuroblastoma. This project includes a collaboration with Danny Welch, Ph.D., Professor and Chair of the Department of Cancer Biology at KUMC and Associate Director of the University of Kansas Cancer Center, who is an accomplished researcher in the area of tumor progression and underlying genetic and epigenetic controls. The institute also participated in collaborations conducting research in conjunction with the following US hospitals, pursuant to an understanding to maintain continuing close cooperation in the active conduct of medical research in 2015: Institution Location Boston University School of Medicine Boston, MA Brigham and Womens Hospital Boston, MA Case Western Reserve School of Medicine Cleveland, OH Childrens Hospital at Oklahoma University Oklahoma City, OK Children's Hospital of Philadelphia Philadelphia, PA Children's Mercy Hospital Kansas City, MO Cincinnati Children's Hospital Medical Center Cincinnati, OH David Geffen School of Medicine at UCLA Los Angeles, CA Duke University School of Medicine Durham, NC Geisel School of Medicine at Dartmouth College Hanover, NH Harvard Medical School Boston, MA Indiana University School of Medicine Indianapolis,IN Johns Hopkins School of Medicine Baltimore, MD Laura and Isaac Perlmutter Cancer Center at NYU School of Medicine New York, NY Mass General Hospital for Children Boston, MA Mayo Clinic Rochester, MN Memorial Sloan-Kettering Cancer Center New York, NY Nemours Childrens Hospital Jacksonville,FL New Jersey Medical School Newark, NJ Northwestern University Feinberg School of Medicine Chicago, IL Oregon Health and Science University School of Medicine Portland, OR Stanford University Medical Center Stanford, CA Texas A&M Health Science Center College of Medicine College Station,TX University of California Davis School of Medicine Sacramento, CA University of California San Francisco School of Medicine San Francisco,CA University of Hawaii John A Burns School of Medicine Honolulu, HI University of Kansas Medical Center Kansas City, KS University of Massachusetts Medical School Worcester, MA University of Miami Miller School of Medicine Miami, FL University of North Carolina School of Medicine Chapel Hill, NC University of Oklahoma Health Sciences Center College of Medicine Oklahoma City,OK University of Pennsylvania Perelman School of Medicine Philadelphia,PA University of Pittsburgh Cancer Institute Pittsburgh, PA University of Rochester Medical Center Rochester, NY University of Southern California Keck School of Medicine Los Angeles, CA University of Tennessee Health Sciences Center College of Medicine Memphis, TN University of Texas MD Anderson Cancer Center Houston, TX University of Washington School of Medicine Seattle, WA Veterans Affairs Greater Los Angeles Healthcare System Los Angeles, CA Via Christi Hospital Wichita, KS Washington University School of Medicine St Louis, MO Yale New Haven Hospital New Haven, CT To carry out the research described in the following examples, the Stowers Institute and hospital, medical center, or medical school entered into a Cooperation Agreement pursuant to which they agreed to establish, develop, administer, and maintain continuing close cooperation in the active conduct of medical research, including through specific cooperative efforts in the areas of research, sharing of information, pursuant of joint grants, interaction of staff, adjunct/joint appointments, and sharing of facilities. In order to assure the success of their cooperative relationship, each agreed to engage in effective, coordinated and ongoing planning, oversight, and communication, and to commit the necessary resources, both human and monetary, to support, facilitate, and promote the cooperation. - Joint medical research on new approaches for treating craniofacial defects The Trainor Lab performed joint medical research on new approaches for treating craniofacial (head and face) defects and bone diseases in conjunction with the University of Kansas Medical Center. This project investigates the molecular and cellular mechanisms of how bone sialoprotein mediates bone formation and cranial bone repair. This ongoing research, supported in part by a NIH grant awarded by the National Institute of Dental and Craniofacial Research, reveals new information on the biological function of bone sialoprotein and may lead to improved methods for the treatment of cranial bone defects and bone diseases that involve bone sialoprotein. - Joint medical research on the characterization of intestinal stem cells The Linheng Li Lab performed joint medical research on the characterization of intestinal stem cells with Cincinnati Childrens Hospital Medical Center, David Geffen School of Medicine at UCLA, Oregon Health and Science University School of Medicine, Stanford University Medical Center, and University of Pittsburgh Cancer Institute. Intestinal diseases ranging from Crohns disease to colitis to cancer may benefit from intestinal stem cell therapies. This research advances the understanding of the biology of stem cells that reside in the intestine and explores how they can be used to treat and cure intestinal diseases. This ongoing research collaboration, supported in part by a NIH grant awarded by the National Institute of Diabetes and Digestive and Kidney Diseases, has generated findings that have been reported in multiple original research publications including Wang X et al, 2015. - Joint medical research on origins and treatment of orofacial clefting The Trainor Lab performed joint medical research on clefting of the mouth and face with the University of California Davis School of Medicine. Orofacial clefts are among the most common types of birth defects. Mutations in the Pak1ip1 gene are known to cause orofacial clefting and Pak1ip1 mutant mouse models have been developed. This project investigates the molecular and cellular etiology of orofacial clefting in the mouse models which may lead to new approaches for therapy and genetic testing in humans. This research is supported in part by a NIH grant from the National Institute of Dental and Craniofacial Research that began in 2015.
PART I, LINE 4 (CON'T):	- Joint medical research on mechanisms of neurodegenerative amyloid diseases The Si Lab performed joint medical research on the structure and function of amyloids with the University of Southern California Keck School of Medicine. Amyloid fibrils are found in many neurodegenerative diseases but their mechanism of toxicity is not fully understood. An increasing number of nontoxic, functional amyloids have been described, including proteins that are important for neuronal growth and long-term memory. Determining the structure of functional amyloids and how their aggregation is regulated provides a better understanding of toxic amyloids and may reveal new approaches to treating neurodegenerative amyloid diseases. This collaborative research is supported in part by a NIH grant from the National Institute of General Medical Sciences that began in 2015. Other US collaborators included Brigham Young University; Brown University; California Institute of Technology; Cleveland State University; Colorado State University; Cornell University; Creighton University; Dixie State University; Duke University; Eunice Kennedy Shriver National Institute of Child Health and Human Development, National Institutes of Health; Frederick National Laboratory for Cancer Research; Greek and Associates Veterinary Hospital; Hagley Museum and Library; Harvard University; Howard Hughes Medical Institute; Indiana University; La Sierra University; Miami University; Michigan State University; Monell Chemical Senses Center; Montana State University; National Cancer Institute, National Institutes of Health; National Eye Institute, National Institutes of Health; National Heart Lung and Blood Institute, National Institutes of Health; National Human Genome Research Institute, National Institutes of Health; Natural History Museum of Los Angeles County; New York University; Pennsylvania State University; Sanford Burnham Prebys Medical Discovery Institute; Southeastern Louisiana University; Stanford University; Stony Brook University; Tufts University; Turner Syndrome Foundation; Turner Syndrome Global Alliance; Turner Syndrome Society of the United States; University of California, Riverside; University of California, San Diego; University of Colorado; University of Florida; University of Kansas; University of Kentucky; University of Louisville; University of Michigan; University of Missouri; University of Missouri at Kansas City; University of North Carolina; University of Oregon; University of Texas at Houston; University of Utah; Washington University in St Louis; Whitehead Institute for Biomedical Research; and Wichita State University. SIMR collaborated with the following international hospitals, medical centers, and medical schools in 2015: Christian Medical College, Vellore, India; Dalhousie University Faculty of Medicine, Halifax, Canada; Essen University Hospital, Germany; Frankfurt University Hospital, Germany; Hokkaido University Graduate School of Medicine, Sapporo, Japan; Jewish General Hospital, Montreal, Canada; Kochi Medical School, Japan; Kyushu University Graduate School of Medical Sciences, Fukuoka, Japan; Qilu Hospital of Shandong University, Jinan, China; Rechts der Isar Hospital, Munich, Germany; Regensburg University Hospital, Germany; Sackler Faculty of Medicine, Tel-Aviv University, Israel; Third Military Medical University, Chongqing, China; Tianjin Medical University, China; Tongji University East Hospital, Shanghai, China; Tsinghua University School of Medicine, Beijing, China; University of Gottingen Medical Faculty, Germany; University of Sao Paulo Clinics Hospital of Ribeirao Preto, Brazil; and University of Sherbrooke Faculty of Medicine and Health Sciences, Canada. Other international collaborators included A-STAR, Singapore; Chinese Academy of Sciences, Beijing; Chinese Academy of Sciences, Guangzhou; Chinese Academy of Sciences, Shanghai; Ehime University, Shitsukawa, Japan; Estacion Biologica Donana, Seville, Spain; Friedrich Miescher Institute for Biomedical Research, Basel, Switzerland; Hanyang University, Seoul, South Korea; Hubei University of Technology, Wuhan, China; Institut de Genetique et de Biologie Moleculaire et Cellulaire, Strasbourg, France; Institut de Recherches Cliniques de Montral, Canada; Instituto de Biomedicina y Biotechnologia de Cantabria, Santander, Spain; Instituto Gulbenkian de Ciencia, Oeiras, Portugal; International Iberian Nanotechnology Laboratory, Braga, Portugal; Jilin University, Changchun, China; Max Planck Institute of Molecular Cell Biology and Genetics, Dresden, Germany; Osaka University, Japan; QIMR Berghofer Medical Research Institute, Brisbane, Australia; Royal Veterinary College, London, UK; Sorbonne Universites, Paris, France; Sun Yat-sen University, Guangzhou, China; Technion Israel Institute of Technology, Haifa; Tel Aviv University, Israel; Tokyo University, Japan; Tsinghua University, Beijing, China; Universidad de Cantaloria-Sodercan, Santander, Spain; Universite de Strasbourg, France; University College London, UK; University of Cambridge, UK; University of Manchester, UK; University of Oxford, UK; University Pierre and Marie Curie, Paris, France; and Zhejiang University, Hangzhou, China.

Return Reference

Explanation

PART I, LINE 4:

In 2015, Stowers scientists collaborated with researchers at about 100 national and 50 international institutions including dozens of hospitals, medical centers, medical schools, and teaching and research hospitals. Many of these collaborations resulted in discoveries that merited publication in leading peer-reviewed scientific journals and/or successfully funded grant awards. The Institute conducts medical research in conjunction with the University of Kansas ("KU")and its affiliates the University of Kansas Hospital Authority and the University of Kansas Medical Center ("KUMC") pursuant to a written Memorandum of Understanding. KUMC is the academic health science center of the largest public research university in the state of Kansas. KUMC offers programs and services that focus on education, research, patient care, and community engagement. To date, 31 KUMC students received Ph.D.s and 3 received M.S.s for dissertations in the Institutes labs. Since inception, more than 800 research publications list collaborations between the Institute and KU. KUMC is affiliated with the University of Kansas Hospital, a nonprofit independent hospital co-located with the main KUMC campus in Kansas City, KS. Eighteen independent research program leaders from SIMR are adjunct faculty in four KUMC departments. These appointments include twelve full professors, four associate professors, and two assistant professors. In 2015, 64 of SIMRs 77 original research publications included both SIMR and KUMC affiliations. About 20 KUMC students performed dissertation work in Stowers labs in 2015. The institute is also a consortium member of the University of Kansas Cancer Center at KUMC, a cancer research and care partnership spanning two states and involving collaboration among researchers, physicians, and cancer support professionals in basic, translational, and clinical research areas. In June 2012, the NIHs National Cancer Institute (NCI) named the University of Kansas Cancer Center as a NCI-Designated Cancer Center. The NCI Cancer Centers Program is a pillar of federal cancer research efforts and integral to the NCIs programs for studying, treating, and preventing cancer. In KUMCs application to the NCI Cancer Centers Program, $4 million of the $48 million in grants cited in the application were grants that had been awarded to Stowers investigators. Currently, eight Stowers research program leaders are members of the University of Kansas Cancer Centers Cancer Biology Research Program, including Linheng Li who serves as co-leader of the program. In 2015, Paul Kulesa was awarded an NIH grant from the National Institute of Neurological Disorders and Stroke to investigate mechanisms underlying neuroblastoma. This project includes a collaboration with Danny Welch, Ph.D., Professor and Chair of the Department of Cancer Biology at KUMC and Associate Director of the University of Kansas Cancer Center, who is an accomplished researcher in the area of tumor progression and underlying genetic and epigenetic controls. The institute also participated in collaborations conducting research in conjunction with the following US hospitals, pursuant to an understanding to maintain continuing close cooperation in the active conduct of medical research in 2015: Institution Location Boston University School of Medicine Boston, MA Brigham and Womens Hospital Boston, MA Case Western Reserve School of Medicine Cleveland, OH Childrens Hospital at Oklahoma University Oklahoma City, OK Children's Hospital of Philadelphia Philadelphia, PA Children's Mercy Hospital Kansas City, MO Cincinnati Children's Hospital Medical Center Cincinnati, OH David Geffen School of Medicine at UCLA Los Angeles, CA Duke University School of Medicine Durham, NC Geisel School of Medicine at Dartmouth College Hanover, NH Harvard Medical School Boston, MA Indiana University School of Medicine Indianapolis,IN Johns Hopkins School of Medicine Baltimore, MD Laura and Isaac Perlmutter Cancer Center at NYU School of Medicine New York, NY Mass General Hospital for Children Boston, MA Mayo Clinic Rochester, MN Memorial Sloan-Kettering Cancer Center New York, NY Nemours Childrens Hospital Jacksonville,FL New Jersey Medical School Newark, NJ Northwestern University Feinberg School of Medicine Chicago, IL Oregon Health and Science University School of Medicine Portland, OR Stanford University Medical Center Stanford, CA Texas A&M Health Science Center College of Medicine College Station,TX University of California Davis School of Medicine Sacramento, CA University of California San Francisco School of Medicine San Francisco,CA University of Hawaii John A Burns School of Medicine Honolulu, HI University of Kansas Medical Center Kansas City, KS University of Massachusetts Medical School Worcester, MA University of Miami Miller School of Medicine Miami, FL University of North Carolina School of Medicine Chapel Hill, NC University of Oklahoma Health Sciences Center College of Medicine Oklahoma City,OK University of Pennsylvania Perelman School of Medicine Philadelphia,PA University of Pittsburgh Cancer Institute Pittsburgh, PA University of Rochester Medical Center Rochester, NY University of Southern California Keck School of Medicine Los Angeles, CA University of Tennessee Health Sciences Center College of Medicine Memphis, TN University of Texas MD Anderson Cancer Center Houston, TX University of Washington School of Medicine Seattle, WA Veterans Affairs Greater Los Angeles Healthcare System Los Angeles, CA Via Christi Hospital Wichita, KS Washington University School of Medicine St Louis, MO Yale New Haven Hospital New Haven, CT To carry out the research described in the following examples, the Stowers Institute and hospital, medical center, or medical school entered into a Cooperation Agreement pursuant to which they agreed to establish, develop, administer, and maintain continuing close cooperation in the active conduct of medical research, including through specific cooperative efforts in the areas of research, sharing of information, pursuant of joint grants, interaction of staff, adjunct/joint appointments, and sharing of facilities. In order to assure the success of their cooperative relationship, each agreed to engage in effective, coordinated and ongoing planning, oversight, and communication, and to commit the necessary resources, both human and monetary, to support, facilitate, and promote the cooperation. - Joint medical research on new approaches for treating craniofacial defects The Trainor Lab performed joint medical research on new approaches for treating craniofacial (head and face) defects and bone diseases in conjunction with the University of Kansas Medical Center. This project investigates the molecular and cellular mechanisms of how bone sialoprotein mediates bone formation and cranial bone repair. This ongoing research, supported in part by a NIH grant awarded by the National Institute of Dental and Craniofacial Research, reveals new information on the biological function of bone sialoprotein and may lead to improved methods for the treatment of cranial bone defects and bone diseases that involve bone sialoprotein. - Joint medical research on the characterization of intestinal stem cells The Linheng Li Lab performed joint medical research on the characterization of intestinal stem cells with Cincinnati Childrens Hospital Medical Center, David Geffen School of Medicine at UCLA, Oregon Health and Science University School of Medicine, Stanford University Medical Center, and University of Pittsburgh Cancer Institute. Intestinal diseases ranging from Crohns disease to colitis to cancer may benefit from intestinal stem cell therapies. This research advances the understanding of the biology of stem cells that reside in the intestine and explores how they can be used to treat and cure intestinal diseases. This ongoing research collaboration, supported in part by a NIH grant awarded by the National Institute of Diabetes and Digestive and Kidney Diseases, has generated findings that have been reported in multiple original research publications including Wang X et al, 2015. - Joint medical research on origins and treatment of orofacial clefting The Trainor Lab performed joint medical research on clefting of the mouth and face with the University of California Davis School of Medicine. Orofacial clefts are among the most common types of birth defects. Mutations in the Pak1ip1 gene are known to cause orofacial clefting and Pak1ip1 mutant mouse models have been developed. This project investigates the molecular and cellular etiology of orofacial clefting in the mouse models which may lead to new approaches for therapy and genetic testing in humans. This research is supported in part by a NIH grant from the National Institute of Dental and Craniofacial Research that began in 2015.

PART I, LINE 4 (CON'T):

- Joint medical research on mechanisms of neurodegenerative amyloid diseases The Si Lab performed joint medical research on the structure and function of amyloids with the University of Southern California Keck School of Medicine. Amyloid fibrils are found in many neurodegenerative diseases but their mechanism of toxicity is not fully understood. An increasing number of nontoxic, functional amyloids have been described, including proteins that are important for neuronal growth and long-term memory. Determining the structure of functional amyloids and how their aggregation is regulated provides a better understanding of toxic amyloids and may reveal new approaches to treating neurodegenerative amyloid diseases. This collaborative research is supported in part by a NIH grant from the National Institute of General Medical Sciences that began in 2015. Other US collaborators included Brigham Young University; Brown University; California Institute of Technology; Cleveland State University; Colorado State University; Cornell University; Creighton University; Dixie State University; Duke University; Eunice Kennedy Shriver National Institute of Child Health and Human Development, National Institutes of Health; Frederick National Laboratory for Cancer Research; Greek and Associates Veterinary Hospital; Hagley Museum and Library; Harvard University; Howard Hughes Medical Institute; Indiana University; La Sierra University; Miami University; Michigan State University; Monell Chemical Senses Center; Montana State University; National Cancer Institute, National Institutes of Health; National Eye Institute, National Institutes of Health; National Heart Lung and Blood Institute, National Institutes of Health; National Human Genome Research Institute, National Institutes of Health; Natural History Museum of Los Angeles County; New York University; Pennsylvania State University; Sanford Burnham Prebys Medical Discovery Institute; Southeastern Louisiana University; Stanford University; Stony Brook University; Tufts University; Turner Syndrome Foundation; Turner Syndrome Global Alliance; Turner Syndrome Society of the United States; University of California, Riverside; University of California, San Diego; University of Colorado; University of Florida; University of Kansas; University of Kentucky; University of Louisville; University of Michigan; University of Missouri; University of Missouri at Kansas City; University of North Carolina; University of Oregon; University of Texas at Houston; University of Utah; Washington University in St Louis; Whitehead Institute for Biomedical Research; and Wichita State University. SIMR collaborated with the following international hospitals, medical centers, and medical schools in 2015: Christian Medical College, Vellore, India; Dalhousie University Faculty of Medicine, Halifax, Canada; Essen University Hospital, Germany; Frankfurt University Hospital, Germany; Hokkaido University Graduate School of Medicine, Sapporo, Japan; Jewish General Hospital, Montreal, Canada; Kochi Medical School, Japan; Kyushu University Graduate School of Medical Sciences, Fukuoka, Japan; Qilu Hospital of Shandong University, Jinan, China; Rechts der Isar Hospital, Munich, Germany; Regensburg University Hospital, Germany; Sackler Faculty of Medicine, Tel-Aviv University, Israel; Third Military Medical University, Chongqing, China; Tianjin Medical University, China; Tongji University East Hospital, Shanghai, China; Tsinghua University School of Medicine, Beijing, China; University of Gottingen Medical Faculty, Germany; University of Sao Paulo Clinics Hospital of Ribeirao Preto, Brazil; and University of Sherbrooke Faculty of Medicine and Health Sciences, Canada. Other international collaborators included A-STAR, Singapore; Chinese Academy of Sciences, Beijing; Chinese Academy of Sciences, Guangzhou; Chinese Academy of Sciences, Shanghai; Ehime University, Shitsukawa, Japan; Estacion Biologica Donana, Seville, Spain; Friedrich Miescher Institute for Biomedical Research, Basel, Switzerland; Hanyang University, Seoul, South Korea; Hubei University of Technology, Wuhan, China; Institut de Genetique et de Biologie Moleculaire et Cellulaire, Strasbourg, France; Institut de Recherches Cliniques de Montral, Canada; Instituto de Biomedicina y Biotechnologia de Cantabria, Santander, Spain; Instituto Gulbenkian de Ciencia, Oeiras, Portugal; International Iberian Nanotechnology Laboratory, Braga, Portugal; Jilin University, Changchun, China; Max Planck Institute of Molecular Cell Biology and Genetics, Dresden, Germany; Osaka University, Japan; QIMR Berghofer Medical Research Institute, Brisbane, Australia; Royal Veterinary College, London, UK; Sorbonne Universites, Paris, France; Sun Yat-sen University, Guangzhou, China; Technion Israel Institute of Technology, Haifa; Tel Aviv University, Israel; Tokyo University, Japan; Tsinghua University, Beijing, China; Universidad de Cantaloria-Sodercan, Santander, Spain; Universite de Strasbourg, France; University College London, UK; University of Cambridge, UK; University of Manchester, UK; University of Oxford, UK; University Pierre and Marie Curie, Paris, France; and Zhejiang University, Hangzhou, China.

Schedule A (Form 990 or 990-EZ) 2015

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

2015

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 other 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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization STOWERS INSTITUTE FOR MEDICAL RESEARCH		Employer identification number 20-2993509

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

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.) $ 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) (2015)

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," on 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

2015

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" on 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2015

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...	100,000
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	60,809
f	Administrative expenses ....
g	End of year balance ......	39,191

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

100.000 %

The percentages on 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" on 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' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...	3,400,000		3,400,000
b	Buildings	225,585,238	90,409,285	135,175,953
c	Leasehold improvements
d	Equipment ...	93,520,781	79,552,616	13,968,165
e	Other ...	479,286		479,286
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				153,023,404

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on 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
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value
(1) ANNUITY RECEIVABLE				110,794,221
(2) OTHER RECEIVABLES				19,916
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				110,814,137

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
ADVANCES FROM AFFILIATES	7,312,748
ANNUITY PAYABLE	107,910,053
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	115,222,801
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) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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' on 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.

Schedule D (Form 990) 2015

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," on 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

2015

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" on 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	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) THE GRADUATE SCHOOL OF SIMR
1000 EAST 50TH STREET
KANSAS CITY,MO64110

46-4588696

501(C)(3)

1,300,000

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) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1) STIPENDS/FELLOWSHIPS	55	1,737,970	54,174	FMV	SEE PART IV
(1)
(2)
(3)
(4)
(5)
(6)
(7)

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.
PART III, LINE 1, COLUMN F	NON-CASH ASSISTANCE IS PROVIDED TO RESEARCHERS IN THE FORM OF CONFERENCE REGISTRATION, HOUSING, AND SIMILAR ITEMS RELATED TO THEIR EDUCATION.

Schedule I (Form 990) 2015

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" on 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

2015

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 on 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 on 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 on 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," on line 5a or 5b, describe in Part III.

For persons listed on 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," on line 6a or 6b, describe in Part III.

For persons listed on 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 on 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" on 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) 2015

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 on 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 on 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)	------------- 1,169,423	-------------	------------- 80,036	------------- 39,750	------------- 19,419	------------- 1,308,628	------------- 0
2RODERICK L STURGEONDIRECTOR/CFO	(i) (ii)	------------- 1,364,178	-------------	------------- 80,474	------------- 39,750	------------- 15,642	------------- 1,500,044	------------- 0
3WILLIAM B NEAVESDIRECTOR/PRESIDENT EMERITUS	(i) (ii)	515,316 -------------	-------------	9,685 -------------	39,750 -------------	13,695 -------------	578,446 -------------	0 -------------
4DAVID M CHAODIRECTOR/PRESIDENT/CEO	(i) (ii)	1,436,552 -------------	-------------	6,876 -------------	39,750 -------------	958 -------------	1,484,136 -------------	0 -------------
5ROBERT E KRUMLAUFDIRECTOR/SCIENTIFIC DIRECTOR	(i) (ii)	510,086 -------------	-------------	4,668 -------------	39,750 -------------	18,434 -------------	572,938 -------------	0 -------------
6RONALD C CONAWAYINVESTIGATOR	(i) (ii)	286,897 -------------	-------------	2,411 -------------	39,750 -------------	958 -------------	330,016 -------------	0 -------------
7JOAN W CONAWAYINVESTIGATOR	(i) (ii)	284,200 -------------	-------------	2,411 -------------	39,750 -------------	14,373 -------------	340,734 -------------	0 -------------
8JERRY L WORKMANINVESTIGATOR	(i) (ii)	286,081 -------------	-------------	57,736 -------------	39,750 -------------	7,859 -------------	391,426 -------------	0 -------------
9R SCOTT HAWLEYINVESTIGATOR	(i) (ii)	283,204 -------------	-------------	61,201 -------------	39,750 -------------	13,243 -------------	397,398 -------------	0 -------------
10RICHARD W BROWNDIRECTOR/CHAIR	(i) (ii)	------------- 2,147,886	-------------	------------- 32,151	------------- 39,750	------------- 12,939	------------- 2,232,726	------------- 0
11LINHENG LIINVESTIGATOR	(i) (ii)	251,970 -------------	-------------	2,339 -------------	37,870 -------------	1,446 -------------	293,625 -------------	0 -------------
12ALBERZINE FREEMANDIRECTOR/VP OF ADMINISTRATION	(i) (ii)	------------- 396,250	-------------	------------- 5,134	------------- 39,750	------------- 9,891	------------- 451,025	------------- 0

Schedule J (Form 990) 2015

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) 2015

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

2015

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) 2015

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 INVESTMENTS	SEE PART V	177,000	SEE PART V		No
(2) JULIA ZEITLINGER PhD	SEE PART V	145,692	EMPLOYEE OF SIMR		No
(3) LEANNE WIEDEMANN PhD	SEE PART V	213,362	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) WAS THE FOUNDER OF ACCI AND CO-FOUNDER OF THE INSTITUTE WITH VIRGINIA G. STOWERS.
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 INCURS 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 IN AN INVESTMENT POOL SHARED BY CERTAIN OTHER RELATED TAX-EXEMPT ORGANIZATIONS DESCRIBED IN SCHEDULE R, PART II INDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS, BY THE PUBLISHED ADMINISTRATIVE FEE PERCENTAGE FOR THE APPLICABLE INVESTMENTS, WAS APPROXIMATELY $177,000. THE FEES FOR THIS SHARED INVESTMENT POOL ARE PAID BY ITS SUPPORTING ORGANIZATION, SRM. 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) 2015

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

2015

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	3	55,150,530	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 ( USED MICROSCOPE )	X	1	63,000	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) (2015)

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.

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PART I, COLUMN B:	THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED.

Schedule M (Form 990) (2015)

Additional Data

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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

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Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

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:	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, RODERICK L. STURGEON, AND ALBERZINE FREEMAN, 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:	THE COMPENSATION FOR DAVID CHAO, THE PRESIDENT AND CEO OF SIMR, WAS ESTABLISHED PURSUANT TO THE PROCEDURES OF TREAS. REG. SECTION 53.4958-6, INCLUDING (1) REVIEW AND APPROVAL BY SIMRS COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS, (2) RELYING ON COMPARABILITY DATA, INCLUDING DATA PREPARED BY A NATIONALLY KNOWN COMPENSATION CONSULTANT REGARDING COMPARABLE SALARY AND BENEFITS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING OF THE DELIBERATION AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THIS PROCESS WAS LAST UNDERTAKEN 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 (390,076)
FORM 990, PART III, LINE 4:	2015 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. Studying the basic biology of cells enables scientists to discover how genes cause many diseases, including cancer, birth defects, and dementia. History has shown that basic medical research is often a key first step in the development of new treatments, cures, and preventions for many human diseases.
FORM 990, PART III, LINE 4 CONT.:	2015 Notable Research Results In 2015, SIMR research teams made discoveries meriting publication in leading peer-reviewed scientific journals 77 original research papers in all. SIMR research teams also produced 36 other publications including reviews, commentaries, book chapters, and books. Some of the highlights among papers published in 2015 include: The Zeitlinger Lab developed a new method to understand more precisely how transcription factors interact with DNA to control gene expression. At any given time, only a subset of the genes in a given cell are expressed or "turned on". Proteins called transcription factors act as the molecular switchboard operators of the cell, binding specific sites in the DNA to flip different genes on and off. Despite their importance, researchers still have difficulty identifying these transcription factor binding sites. The new method, called ChIP-nexus, can precisely and reliably map these sites, and markedly outperforms previous techniques for the study of gene regulation. Published March 9, 2015, in Nature Biotechnology. The Conaway Lab investigated two roles of elongin A, a molecule involved in expressing traits from DNA. The human genome contains about 25,000 genes that encode the instructions for building all of the proteins in the body. But before construction of any protein can begin, the genetic information contained within genomic DNA must first be copied into RNA by the cells transcription machinery. Elongin A can restart this machinery when it sputters or mark it to be decommissioned when it is stalled. The researchers explained that understanding the signals that trigger this molecule to halt transcription could give insight into diseases that result from the process going awry. Published April 15, 2015, in the Journal of Biological Chemistry. The Piotrowski Lab characterized the fate of specialized support cells involved in the regeneration of hair cells in zebrafish. Hair cells are found in sensory structures called neuromasts, which form the sensory system fish use to orient themselves in water, and are similar to mammalian inner ear hair cells responsible for our sense of hearing. Unlike the latter, however, hair cells of the fish are constantly replaced after damage or death. The researchers carefully tracked individual support cells in time-lapse studies during neuromast regeneration to show that approximately half become hair cells, while the rest self-renew as support cells. These lineage decisions are coordinated by interactions between the Notch and Wnt signaling pathways and are location-specific. These findings may eventually be extrapolated to mammals, to help provide basic insight needed to progress towards the ultimate goal of regenerating human inner ear hair cells. Published August 10, 2015, in Developmental Cell. The Jaspersen Lab discovered new details about the molecular processes underlying cell division, which relies on tiny, tube-shaped structures, called spindle pole bodies (SPBs) in yeast. While SPBs have been extensively studied, many questions remain about how they copy themselves. Along with colleagues from the University of Colorado Boulder, the researchers combined two optical systems in a new way to get around the natural limits of optical microscopes. Using this method, the team found that SPBs duplicate and form some structures at different times than once thought. They also spotted a number of never-before-seen structures used in SPB duplication. The technique is applicable to a wide variety of intracellular structures. Published online September 15, 2015, in eLife. The Workman Lab found a new link between a cell's basic life functions and its genetic operations. The connection involves a protein complex named SESAME, which uses enzymes responsible for glycolysis to activate proteins that regulate genetic material. Glycolysis is the first stage of cellular metabolism, the chain of biochemical reactions by which cells break down food, build proteins and amino acids, and produce energy. Although their research involved yeast, the link may hold true in humans. A SESAME equivalent in humans could offer insight to enable novel approaches for cancer risk prediction and treatment. Published online October 29, 2015, in Molecular Cell. The Linheng Li Lab discovered new insight about hematopoietic (blood-forming) stem cells, which constantly renew the bodys blood supply. Hematopoietic stem cells renew themselves and differentiate into other cells, including white blood cells, red blood cells, and platelets. This process requires a delicate metabolic balance that is not well understood. The researchers found that the genetic locus Dlk1-Gtl2 plays a critical role in protecting hematopoietic cells by restricting metabolic activity in the cells mitochondria. This discovery suggests that Gtl2 may be useful clinically as a biomarker to determine if cells are normal or potentially cancerous. The locus tumor suppression qualities also may lead to future treatments targeting cancer. Published online November 25, 2015, in Cell Stem Cell. The Si Lab reported new findings on how memories are created and maintained in the brain, a process that involves changes in specialized brain cells called neurons and in the synapses, or junctions that separate the cells. The researchers discovered a possible biochemical mechanism by which neurons create and maintain memories. Using a fruit fly model system, they found that the synaptic connections where memories are stored are kept strong by the transformation of the Orb2 protein from one physical state to another. The transformation changes Orb2s function so that it solidifies and strengthens the memory connections in the brain. Published December 3, 2015, in Cell. The Snchez Alvarado Lab reported on two studies involving planaria, which are tiny aquatic flatworms that have the ability to regenerate from a small scrap of tissue. Planaria have an abundance of adult stem cells, called neoblasts, that can specialize, or differentiate, into other cell types. In one study, researchers discovered that the enzyme MLL1/2 affects the development of planarian cilia, the microscopic, hair-like-structures on the organisms skin that help it swim. Without the enzyme, planaria lose their cilia and stop swimming. This discovery suggests that defects in the process of building cilia may begin earlier than thought, a finding that has potential implications for the detection of a broad range of human health conditions. In the second study, researchers found that a gene called egr-5 plays a key role in helping neoblasts differentiate into skin cells. When the activity of egr-5 was reduced, it blocked neoblast daughter cells from differentiating properly, and they did not make mature skin cells. The findings uncover the critical role of egr-5 in the development of skin cells, and illustrate the complexity of this seemingly simple organism. Published online October 12, 2015, in eLife and December 17, 2015, in Cell Reports.
FORM 990, PART III, LINE 4 CONT.:	Comprehensive Lists of 2015 Original Research Papers, Reviews, Commentaries, Chapters, and Books Original Research Papers 1.MBTPS1/SKI-1/S1P proprotein convertase is required for ECM signaling and axial elongation during somitogenesis and vertebral development. Achilleos A, Huffman NT, Marcinkiewicyz E, Seidah NG, Chen Q, Dallas SL, Trainor PA, Gorski JP. Hum Mol Genet. 2015;24:2884-2898. 2.Co-ordinated brain and craniofacial development depend upon Patched1/XIAP regulation of cell survival. Aoto K, Trainor PA. Hum Mol Genet. 2015;24:698-713. 3.Proteins interacting with cloning scars: a source of false positive protein-protein interactions. Banks CAS, Boanca G, Lee ZT, Florens L, Washburn MP. Sci Rep. 2015;5:8530. doi:10.1038/srep08530. 4.SR proteins control a complex network of RNA-processing events. Bradley T, Cook ME, Blanchette M. RNA. 2015;21:75-92. 5.Structured illumination with particle averaging reveals novel roles for yeast centrosome components during duplication. Burns S, Avena JS, Unruh JR, Yu Z, Smith SE, Slaughter BD, Winey M, Jaspersen SL. eLife. 2015;4. doi: 10.7554/eLife.08586. 6.Differentiation of pluripotent stem cells to muscle fiber to model Duchenne muscular dystrophy. Chal J, Oginuma M, Al Tanoury Z, Gobert B, Sumara O, Hick A, Bousson F, Zidouni Y, Mursch C, Moncuquet P, Tassy O, Vincent S, Miyanari A, Bera A, Garnier JM, Guevara G, Hestin M, Kennedy L, Hayashi S, Drayton B, Cherrier T, Gayraud-Morel B, Gussoni E, Relaix F, Tajbakhsh S, Pourquie O. NBiotechnol. 2015;33:962-9. 7.An Olfactory Cilia Pattern in the Mammalian Nose Ensures High Sensitivity to Odors. Challis RC, Tian H, Wang J, He J, Jiang J, Chen X, Yin W, Connelly T, Ma L, Yu CR, Pluznick JL, Storm DR, Huang L, Zhao K, Ma M. Curr Biol. 2015;25:2503-12. 8.Stably paused genes revealed through inhibition of transcription initiation by the TFIIH inhibitor triptolide. Chen F, Gao X, Shilatifard A. Genes Dev. 2015;29:39-47. 9.PAF1, a Molecular Regulator of Promoter-Proximal Pausing by RNA Polymerase II. Chen FX, Woodfin AR, Gardini A, Rickels RA, Marshall SA, Smith ER, Shiekhattar R, Shilatifard A. Cell. 2015;162:1003-1015. 10.Targeting the Adaptability of Heterogeneous Aneuploids. Chen G, Mulla WA, Kucharavy A, Tsai HJ, Rubinstein B, Conkright J, McCroskey S, Bradford WD, Weems L, Haug JS, Seidel CW, Berman J, Li R. Cell. 2015;160:771-784. 11.Responses of Multipotent Retinal Stem Cells to IL-1beta, IL-18, or IL-17. Chen S, Shen D, Popp NA, Ogilvy AJ, Tuo J, Abu-Asab M, Xie T, Chan CC. J Ophthalmol. 2015;2015:369312. 12.Phosphorylation of the Synaptonemal Complex Protein Zip1 Regulates the Crossover/Noncrossover Decision during Yeast Meiosis. Chen X, Suhandynata RT, Sandhu R, Rockmill B, Mohibullah N, Niu H, Liang J, Lo HC, Miller DE, Zhou H, Borner GV, Hollingsworth NM. PLoS Biol. 2015;13:e1002329. 13.Retinoic Acid Activity in Undifferentiated Neural Progenitors Is Sufficient to Fulfill Its Role in Restricting Fgf8 Expression for Somitogenesis. Cunningham TJ, Brade T, Sandell LL, Lewandoski M, Trainor PA, Colas A, Mercola M, Duester G. PLoS One. 2015;10:e0137894. 14.Analysis of dynamic changes in retinoid-induced transcription and epigenetic profiles of murine Hox clusters in ES cells. De Kumar B, Parrish ME, Slaughter BD, Unruh JR, Gogol M, Seidel C, Paulson A, Li H, Gaudenz K, Peak A, McDowell W, Fleharty B, Ahn Y, Lin C, Smith E, Shilatifard A, Krumlauf R. Genome Res. 2015;25:1229-1243. 15.The Veiled Chameleon (Chamaeleo calyptratus Dumeril and Dumeril 1851): A Model for Studying Reptile Body Plan Development and Evolution. Diaz RE, Jr., Anderson CV, Baumann DP, Kupronis R, Jewell D, Piraquive C, Kupronis J, Winter K, Bertocchini F, Trainor PA. Cold Spring Harb Protoc. 2015;10:889-94. 16.Captive Care, Raising, and Breeding of the Veiled Chameleon (Chamaeleo calyptratus). Diaz RE, Jr., Anderson CV, Baumann DP, Kupronis R, Jewell D, Piraquive C, Kupronis J, Winter K, Greek TJ, Trainor PA. Cold Spring Harb Protoc. 2015;10:943-9 17.Hand/foot splitting and the 're-evolution' of mesopodial skeletal elements during the evolution and radiation of chameleons. Diaz RE, Jr., Trainor PA. BMC Evol Biol. 2015;15:184. 18.Set1 and MLL1/2 Target Distinct Sets of Functionally Different Genomic Loci In Vivo. Duncan EM, Chitsazan AD, Seidel CW, Snchez Alvarado A. Cell Rep. 2015;13:2741-2755. 19.Stability of axisymmetric liquid bridges. Fel L, Rubinstein B. Z Angew Math Phys. 2015;66:3447-3471. 20.Twin Promotes the Maintenance and Differentiation of Germline Stem Cell Lineage through Modulation of Multiple Pathways. Fu Z, Geng C, Wang H, Yang Z, Weng C, Li H, Deng L, Liu L, Liu N, Ni J, Xie T. Cell Rep. 2015;13:1366-1379. 21.A Cytosolic Multiprotein Complex Containing p85alpha Is Required for beta-Catenin Activation in Colitis and Colitis-associated Cancer. Goretsky T, Bradford EM, Ryu H, Tahir M, Moyer MP, Gao T, Li L, Barrett TA. J Biol Chem. 2016;291:4166-4177. 22.Dynamics of Wolbachia pipientis Gene Expression Across the Drosophila melanogaster Life Cycle. Gutzwiller F, Carmo CR, Miller DE, Rice DW, Newton IL, Hawley RS, Teixeira L, Bergman CM. G3 (Bethesda). 2015;5:2843-2856. 23.Tuning Properties and Dynamic Range of Type 1 Vomeronasal receptors. Haga-Yamanaka S, Ma L, Yu CR. Frontiers Neurosci. 2015;9:244. doi:210.3389/fnins.2015.00244. 24.ChIP-nexus enables improved detection of in vivo transcription factor binding footprints. He Q, Johnston J, Zeitlinger J. Nat Biotechnol. 2015;33:395-401. 25.Diverse mechanisms for spliceosome-mediated 3' end processing of telomerase RNA. Kannan R, Helston RM, Dannebaum RO, Baumann P. Nat Commun. 2015;6:6104. doi:10.1038/ncomms7104. 26.TrkB/BDNF signalling patterns the sympathetic nervous system. Kasemeier-Kulesa JC, Morrison JA, Lefcort F, Kulesa PM. Nat Commun. 2015;6:8281; doi: 8210.1038/ncomms9281. 27.Amyloidogenic Oligomerization Transforms Drosophila Orb2 from a Translation Repressor to an Activator. Khan MR, Li L, Perez-Sanchez C, Saraf A, Florens L, Slaughter BD, Unruh JR, Si K. Cell. 2015;163:1468-1483. 28.Intracellular chloride concentration of the mouse vomeronasal neuron. Kim S, Ma L, Unruh J, McKinney S, Yu CR. BMC Neurosci. 2015;16:90. doi: 10.1186/s12868-015-0230-y. 29.Muscle cell fate choice requires the T-box transcription factor midline in Drosophila. Kumar RP, Dobi KC, Baylies MK, Abmayr SM. Genetics. 2015;199:777-791. 30.Cranial Nerve Development Requires Co-Ordinated Shh and Canonical Wnt Signaling. Kurosaka H, Trainor PA, Leroux-Berger M, Iulianella A. PLoS One. 2015;10:e0120821. 31.Vilya, a component of the recombination nodule, is required for meiotic double-strand break formation in Drosophila. Lake CM, Nielsen RJ, Guo F, Unruh JR, Slaughter BD, Hawley RS. eLife. 2015;4. doi: 10.7554/eLife.08287. 32.In vivo mechanical loading rapidly activates beta-catenin signaling in osteocytes through a prostaglandin mediated mechanism. Lara-Castillo N, Kim-Weroha NA, Kamel MA, Javaheri B, Ellies DL, Krumlauf RE, Thiagarajan G, Johnson ML. Bone. 2015;76:58-66. 33.A Function for the hnRNP A1/A2 Proteins in Transcription Elongation. Lemieux B, Blanchette M, Monette A, Mouland AJ, Wellinger RJ, Chabot B. PLoS One. 2015;10:e0126654. doi: 0126610.0121371/journal.pone.0126654. 34.Serine and SAM Responsive Complex SESAME Regulates Histone Modification Crosstalk by Sensing Cellular Metabolism. Li S, Swanson SK, Gogol M, Florens L, Washburn MP, Workman JL, Suganuma T. Mol Cell. 2015;60:408-421. 35.ARP2/3 complex is required for directional migration of neural stem cell-derived oligodendrocyte precursors in electric fields. Li Y, Wang PS, Lucas G, Li R, Yao L. Stem Cell Res Therapy. 2015;6:41. doi: 10.1186/s13287-015-0042-0. 36.Characterization of Human Cyclin-Dependent Kinase 12 (CDK12) and CDK13 Complexes in C-Terminal Domain Phosphorylation, Gene Transcription, and RNA Processing. Liang K, Gao X, Gilmore JM, Florens L, Washburn MP, Smith E, Shilatifard A. Mol Cell Biol. 2015;35:928-938. 37.Mitotic Transcriptional Activation: Clearance of Actively Engaged Pol II via Transcriptional Elongation Control in Mitosis. Liang K, Woodfin AR, Slaughter BD, Unruh JR, Box AC, Rickels RA, Gao X, Haug JS, Jaspersen SL, Shilatifard A. Mol Cell. 2015;60:435-445. 38.COP9-Hedgehog axis regulates the function of the germline stem cell progeny differentiation niche in the Drosophila ovary. Lu T, Wang S, Gao Y, Mao Y, Yang Z, Liu L, Song X, Ni J, Xie T. Development. 2015;142:4242-4252. 39.Zic2 is an enhancer-binding factor required for embryonic stem cell specification. Luo Z, Gao X, Lin C, Smith ER, Marshall SA, Swanson SK, Florens L, Washburn MP, Shilatifard A. Mol Cell. 2015;57:685-694. 40.TRIM29 regulates the assembly of DNA repair proteins into damaged chromatin. Masuda Y, Takahashi H, Sato S, Tomomori-Sato C, Saraf A, Washburn MP, Florens L, Conaway RC, Conaway JW, Hatakeyama S. Nat Commun. 2015;6:7299. doi: 7210.1038/ncomms8299.
FORM 990, PART III, LINE 4 CONT.:	41.Analyses of fugu hoxa2 genes provide evidence for subfunctionalization of neural crest cell and rhombomere cis-regulatory modules during vertebrate evolution. McEllin JA, Alexander TB, Tumpel S, Wiedemann LM, Krumlauf R. Dev Biol. 2016;409:530-542. 42.VEGF Signals induce trailblazer cell identity that Drives Neural Crest Migration. McLennan R, Schumacher LJ, Morrison JA, Teddy JM, Ridenour DA, Box AC, Semerad CL, Li H, McDowell W, Kay D, Maini PK, Baker RE, Kulesa PM. Dev Biol. 2015;407:12-25. 43.Neural crest migration is driven by a few trailblazer cells with a unique molecular signature narrowly confined to the invasive front. McLennan R, Schumacher LJ, Morrison JA, Teddy JM, Ridenour DA, Box AC, Semerad CL, Li H, McDowell W, Kay D, Maini PK, Baker RE, Kulesa PM. Development. 2015;142:2014-2025. 44.Metallothionein as a clonable tag for protein localization by electron microscopy of cells. Morphew MK, O'Toole ET, Page CL, Pagratis M, Meehl J, Giddings T, Gardner JM, Ackerson C, Jaspersen SL, Winey M, Hoenger A, McIntosh JR. J Microsc. 2015;260:20-9. 45.Quantitative single cell gene expression profiling in the avian embryo. Morrison JA, Box AC, McKinney MC, McLennan R, Kulesa PM. Dev Dyn. 2015;244:774-784. 46.A Combination of Actin Treadmilling and Cross-Linking Drives Contraction of Random Actomyosin Arrays. Oelz DB, Rubinstein BY, Mogilner A. Biophys J. 2015;109:1818-1829. 47.Cyclin-dependent Kinase-mediated Sox2 Phosphorylation Enhances the Ability of Sox2 to Establish the Pluripotent State. Ouyang J, Yu W, Liu J, Zhang N, Florens L, Chen J, Liu H, Washburn M, Pei D, Xie T. J Biol Chem. 2015;290:22782-22794. 48.Degradation of Cep68 and PCNT cleavage mediate Cep215 removal from the PCM to allow centriole separation, disengagement and licensing. Pagan JK, Marzio A, Jones MJ, Saraf A, Jallepalli PV, Florens L, Washburn MP, Pagano M. Nat Cell Biol. 2015;17:31-43. 49.Minishelterins separate telomere length regulation and end protection in fission yeast. Pan L, Hildebrand K, Stutz C, Thoma N, Baumann P. Genes & Dev. 2015;29:1164-1174. 50.Karyotyping human and mouse cells using probes from single-sorted chromosomes and open source software. Potapova TA, Unruh JR, Box AC, Bradford WD, Seidel CW, Slaughter BD, Sivagnanam S, Wu Y, Li R. BioTechniques. 2015;59:335-346. 51.The Dlk1-Gtl2 Locus Preserves LT-HSC Function by Inhibiting the PI3K-mTOR Pathway to Restrict Mitochondrial Metabolism. Qian P, He XC, Paulson A, Li Z, Tao F, Perry JM, Guo F, Zhao M, Zhi L, Venkatraman A, Haug JS, Parmely T, Li H, Dobrowsky RT, Ding WX, Kono T, Ferguson-Smith AC, Li L. Cell Stem Cell. 2016;18:214-228. 52.Regeneration of Sensory Hair Cells Requires Localized Interactions between the Notch and Wnt Pathways. Romero-Carvajal A, Navajas Acedo J, Jiang L, Kozlovskaja-Gumbriene A, Alexander R, Li H, Piotrowski T. Dev Cell. 2015;34:267-282. 53.New Face for Chromatin-Related Mesenchymal Modulator: n-CHD9 Localizes to Nucleoli and Interacts With Ribosomal Genes. Saloman-Kent R, Marom R, John S, Dundr M, Schiltz LR, Gutierrez J, Workman J, Benayahu D, Hager GL. J Cell Physiol. 2015;230:2270-2280. 54.Conserved abundance and topological features in chromatin-remodeling protein interaction networks. Sardiu ME, Gilmore JM, Groppe BD, Herman D, Ramisetty SR, Cai Y, Jin J, Conaway RC, Conaway JW, Florens L, Washburn MP. EMBO Rep. 2015;16:116-126. 55.Evaluation of commercially available RNA amplification kits for RNA sequencing using very low input amounts of total RNA. Shanker S, Paulson A, Edenberg HJ, Peak A, Perera A, Alekseyev YO, Beckloff N, Bivens NJ, Donnelly R, Gillaspy AF, Grove D, Gu W, Jafari N, Kerley-Hamilton JS, Lyons RH, Tepper C, Nicolet CM. J Biomol Tech. 2015;26:4-18. 56.The Integrator complex controls the termination of transcription at diverse classes of gene targets. Skaar JR, Ferris AL, Wu X, Saraf A, Khanna KK, Florens L, Washburn MP, Hughes SH, Pagano M. Cell Res. 2015;25:288-305. 57.Bi-modal strategy of gastrulation in reptiles. Stower MJ, Diaz RE, Carrera Fernandez L, White Crother M, Crother B, Marco A, Trainor PA, Srinivas S, Bertocchini F. [published ahead of print June 20 2015]. Dev Dyn. 2015;244:1144-1157. 58.Moco biosynthesis and the ATAC acetyltransferase engage translation initiation by inhibiting latent PKR activity. Suganuma T, Swanson SK, Florens L, Washburn MP, Workman JL. J Mol Cell Biol. 2015;8:44-50. 59.Histone H1-mediated epigenetic regulation controls germline stem cell self-renewal by modulating H4K16 acetylation. Sun J, Wei HM, Xu J, Chang JF, Yang Z, Ren X, Lv WW, Liu LP, Pan LX, Wang X, Qiao HH, Zhu B, Ji JY, Yan D, Xie T, Sun FL, Ni JQ. Nat Commun. 2015;6. doi: 10.1038/ncomms9856.:8856. 60.Zelda overcomes the high intrinsic nucleosome barrier at enhancers during Drosophila zygotic genome activation. Sun Y, Nien CY, Chen K, Liu HY, Johnston J, Zeitlinger J, Rushlow C. Genome Res. 2015;25:1703-14. 61.A mechanism of leading-edge protrusion in the absence of Arp2/3 complex. Suraneni P, Fogelson B, Rubinstein B, Noguera P, Volkmann N, Hanein D, Mogilner A, Li R. Mol Biol Cell. 2015;26:901-912. 62.MED26 regulates the transcription of snRNA genes through the recruitment of little elongation complex. Takahashi H, Takigawa I, Watanabe M, Anwar D, Shibata M, Tomomori-Sato C, Sato S, Ranjan A, Seidel CW, Tsukiyama T, Mizushima W, Hayashi M, Ohkawa Y, Conaway JW, Conaway RC, Hatakeyama S. Nat Commun. 2015;6:5941. doi: 10.1038/ncomms6941. 63.Stem cells and fluid flow drive cyst formation in an invertebrate excretory organ. Thi-Kim Vu H, Rink JC, McKinney SA, McClain M, Lakshmanaperumal N, Alexander R, Snchez Alvarado A. eLife. 2015;4: doi: 10.7554/eLife.07405. 64.Human Telomerase RNA Processing and Quality Control. Tseng CK, Wang HF, Burns AM, Schroeder MR, Gaspari M, Baumann P. Cell Rep. 2015;13:2232-2243. 65.Egr-5 is a post-mitotic regulator of planarian epidermal differentiation. Tu KC, Cheng LC, Tk Vu H, Lange JJ, McKinney SA, Seidel CW, Snchez Alvarado A. eLife. 2015;4. doi: 10.7554/eLife.10501. 66.Heparan Sulfate Proteoglycans Regulate Fgf Signaling and Cell Polarity during Collective Cell Migration. Venero Galanternik M, Kramer KL, Piotrowski T. Cell Rep. 2015;10:414-428. 67.Wnt signaling-mediated redox regulation maintains the germ line stem cell differentiation niche. Wang S, Gao Y, Song X, Ma X, Zhu X, Mao Y, Yang Z, Ni J, Li H, Malanowski KE, Anoja P, Park J, Haug J, Xie T. eLife. 2015;4. doi: 10.7554/eLife.08174. 68.Pharmacologically blocking p53-dependent apoptosis protects intestinal stem cells and mice from radiation. Wang X, Wei L, Cramer JM, Leibowitz BJ, Judge C, Epperly M, Greenberger J, Wang F, Li L, Stelzner MG, Dunn JC, Martin MG, Lagasse E, Zhang L, Yu J. Sci Rep. 2015;5:8566. doi: 8510.1038/srep08566. 69.Structural analyses of the chromatin remodelling enzymes INO80-C and SWR-C. Watanabe S, Tan D, Lakshminarasimhan M, Washburn MP, Erica Hong EJ, Walz T, Peterson CL. Nat Commun. 2015;6:7108. doi: 7110.1038/ncomms8108doi. 70.Acrofacial Dysostosis, Cincinnati Type, a Mandibulofacial Dysostosis Syndrome with Limb Anomalies, Is Caused by POLR1A Dysfunction. Weaver KN, Watt KE, Hufnagel RB, Navajas Acedo J, Linscott LL, Sund KL, Bender PL, Konig R, Lourenco CM, Hehr U, Hopkin RJ, Lohmann DR, Trainor PA, Wieczorek D, Saal HM. Am J Hum Genet. 2015;96:765-774. 71.Assembly of the Elongin A Ubiquitin Ligase Is Regulated by Genotoxic and Other Stresses. Weems JC, Slaughter BD, Unruh JR, Hall SM, McLaird MB, Gilmore JM, Washburn MP, Florens L, Yasukawa T, Aso T, Conaway JW, Conaway RC. J Biol Chem. 2015;290:15030-15041. 72.L-leucine partially rescues translational and developmental defects associated with zebrafish models of Cornelia de Lange syndrome. Xu B, Sowa N, Cardenas ME, Gerton JL. Hum Mol Genet. 2015;24:1540-1555. 73.CyclinA2-Cyclin-dependent Kinase Regulates SAMHD1 Protein Phosphohydrolase Domain. Yan J, Hao C, DeLucia M, Swanson S, Florens L, Washburn MP, Ahn J, Skowronski J. J Biol Chem. 2015;209:13279-13292. 74.NIPBL controls RNA biogenesis to prevent activation of the stress kinase PKR. Yuen KC, Xu B, Krantz ID, Gerton JL. Cell Rep. 2016;14:93-102. 75.The SMC loader Scc2 regulates gene expression. Zakari M, Gerton JL. Cell Cycle. 2015;14:943. 76.Improving label-free quantitative proteomics strategies by distributing shared peptides and stabilizing variance. Zhang Y, Wen Z, Washburn MP, Florens L. Anal Chem. 2015;87:4749-4756. 77.Single-Cell Based Quantitative Assay of Chromosome Transmission Fidelity. Zhu J, Heinecke D, Mulla W, Bradford WD, Rubinstein B, Box A, Haug JS, Li R. G3 (Bethesda). 2015.;5:1043-56.
FORM 990, PART III, LINE 4 CONT.:	Reviews, Commentaries, Chapters, and Books 1.Mouse Models of Rare Craniofacial Disorders. Achilleos A, Trainor PA. Curr Top Dev Biol. 2015;115:413-458. 2.Types or States? Cellular Dynamics and Regenerative Potential. Adler CE, Snchez Alvarado A. Trends Cell Biol. 2015:25:687-96. 3.Signaling in tooth, hair, and mammary placodes. Ahn Y. Curr Top Dev Biol. 2015;111:421-459. 4.Decapentaplegic and growth control in the developing Drosophila wing. Akiyama T, Gibson MC. Nature. 2015;527:375-378. 5.Morphogen transport: theoretical and experimental controversies. Akiyama T, Gibson MC. Wiley Interdiscip Rev Dev Biol. 2015;4:99-112. doi: 10.1002/wdev.167. 6.Mef2c-F10N enhancer driven beta-galactosidase (LacZ) and Cre recombinase mice facilitate analyses of gene function and lineage fate in neural crest cells. Aoto K, Sandell LL, Butler Tjaden NE, Yuen KC, Watt KE, Black BL, Durnin M, Trainor PA. Dev Biol. 2015;402:3-16. 7.Cori meets Dobzhansky: Evolution and Gene Expression in St. Louis. Arnosti DN, Fay JC, Zeitlinger J. A report on the "Evolution and Core Processes in Gene Regulation" meeting in St. Louis, June 25-28, 2015. BioEssays. 2015;37:1042-1044. 8.Conference Report. Backeljauw PF, Bondy C, Chernausek SD, Cernich JT, Cole DA, Fasciano LP, Foodim J, Hawley S, Hong DS, Knickmeyer RC, Kruszka P, Lin AE, Lippe BM, Lorigan GA, Maslen CL, Mauras N, Page DC, Pemberton VL, Prakash SK, Quigley CA, Ranallo KC, Reiss AL, Sandberg DE, Scurlock C, Silberbach M. Proceedings from the Turner Resource Network symposium: the crossroads of health care research and health care delivery. Am J Med Genet A. 2015;167A:1962-1971. 9.Animal models for studying neural crest development: is the mouse different? Barriga EH, Trainor PA, Bronner M, Mayor R. Development. 2015;142:1555-1560. 10.Orchestrating transcription with the Pol II CTD. Conaway RC, Conaway JW. Nat Rev Mol Cell Biol. 2015;16:128. 11.A high-throughput platform for stem cell niche co-cultures and downstream gene expression analysis. Gracz AD, Williamson IA, Roche KC, Johnston MJ, Wang F, Wang Y, Attayek PJ, Balowski J, Liu XF, Laurenza RJ, Gaynor LT, Sims CE, Galanko JA, Li L, Allbritton NL, Magness ST. Nat Cell Biol. 2015;17:340-349. 12.Immunogold Labeling for Electron Microscopy: Strategy and Problem Solving. Guo F, Huang BQ. In: ECT Yeung, C Stasolla, MJ Sumner, and BQ Huang, eds. Plant Microtechniques and Protocols: Springer International Publishing; 2015:225-249. 13.Tracing myoblast fusion in Drosophila embryos by fluorescent actin probes. Haralalka S, Abmayr SM. Methods Mol Biol. 2015;1313:149-164. 14.Sec66-Dependent Regulation of Yeast Spindle-Pole Body Duplication Through Pom152. Katta SS, Chen J, Gardner JM, Friederichs JM, Smith SE, Gogol M, Unruh JR, Slaughter BD, Jaspersen SL. Genetics. 2015;201:1479-1495. 15.Neural crest migration: trailblazing ahead. Kulesa PM, McLennan R. F1000prime reports. 2015;7:02. 16.Neural crest cell evolution: how and when did a neural crest cell become a neural crest cell. Munoz WA, Trainor PA. Curr Top Dev Biol. 2015;111:3-26. 17.Epithelial cell division: aurora kicks lgl to the cytoplasmic curb. Nakajima Y, Gibson MC. Curr Biol. 2015;25:R43-45. 18.Discovery of Parthenogenesis in Lizards. Neaves W. In: J Ruheubert, D Seiegel, and S Trauth, eds. The Reproductive Biology and Phylogeny of Lizards and Tuatara. Boca Raton, Florida: Taylor and Francis; 2015:196-212. 19.The Mighty Chondrocyte: No Bones about It. Purcell P, Trainor PA. J Dent Res. 2015;94:1625-7. 20.The society for craniofacial genetics and developmental biology 37th annual meeting. Richtsmeier JT, Jones MC, Lozanoff S, Trainor PA. Am J Med Genet A. 2015;167:2015-1455-2073. 21.SmedGD 2.0: The Schmidtea mediterranea genome database. Robb SM, Gotting K, Ross E, Snchez Alvarado A. Genesis. 2015;53:535-546. 22.Epithelia migration: A spatiotemporal interplay between contraction and adhesion. Rubinstein B, Pinto IM. Cell Adh Migr. 2015:1-5. 23.Stem Cells Matter in Response to Fasting. Sailaja BS, He XC, Li L. Cell Rep. 2015;13:2325-2326. 24.Unravelling a can of worms. Snchez Alvarado A. eLife. 2015;4. doi: 10.7554/eLife.07431. 25.Prions: What Are They Good For? Si K. Annu Rev Cell Dev Biol. 2015;31:149-169. 26.Cohesin and human disease: lessons from mouse models. Singh VP, Gerton JL. Curr Opin Cell Biol. 2015;37:9-17. 27.Organogenesis special issue - preface. Trainor PA, Johnson RL. Dev Dyn. 2015;244:225-226. 28.Facing up to the challenges of advancing Craniofacial Research. Trainor PA, Richtsmeier JT. Am J Med Genet A. 2015;167:1451-1454. 29.Histone exchange, chromatin structure and the regulation of transcription. Venkatesh S, Workman JL. Nat Rev Mol Cell Biol. 2015;16:178-189. 30.The H-Index of 'An Approach to Correlate Tandem Mass Spectral Data of Peptides with Amino Acid Sequences in a Protein Database'. Washburn MP. J Am Soc Mass Spectrom. 2015;26:1799-803. 31.Ribosomopathies: Global process, tissue specific defects. Yelick PC, Trainor PA. Rare Dis. 2015;3:e1025185. 32.TRICK or TRP? What Trpc2-/- mice tell us about vomeronasal organ mediated innate behaviors. Yu CR. Frontiers Neurosci. 2015;9:221. doi:10.3389/fnins.2015.00221. 33.The SMC Loader Scc2 Promotes ncRNA Biogenesis and Translational Fidelity. Zakari M, Trimble Ross R, Peak A, Blanchette M, Seidel C, Gerton JL. PLoS Genet. 2015;11:E1005308. doi:1005310.1001371/journal.pgen.1005308. 34.Etiology and pathogenesis of the cohesinopathies. Zakari M, Yuen K, Gerton JL. Wiley Interdiscip Rev Dev Biol. 2015;4:489-504. 35.Osteoblast ablation burns out functional stem cells. Zhao M, Li L. Blood. 2015;125:2590-2591. 36.Regulation of hematopoietic stem cells in the niche. Zhao M, Li L. Sci China Life Sci. 2015;58:1209-15.
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 2015, Stowers scientists worked with the support of 32 grants and fellowships from the National Institutes of Health, three grants and fellowships from the American Cancer Society, one grant from the March of Dimes, one fellowship from the American Heart Association, one grant from Alexs Lemonade Stand Foundation, one grant from the Cornelia de Lange Syndrome Foundation, one award from the American Hematology Society, one award from the Leukemia & Lymphoma Society, one grant from the Greater Kansas City Community Foundation, one grant from the Hearing Health Foundation, one award from the Midwest Cancer Alliance, and two investigator awards from the Howard Hughes Medical Institute. Grant support from new and continuing awards to the Stowers Institute totaled more than $5.6 million in 2015 to supplement 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 2015: - Alejandro Sanchez Alvarado, Ph.D., was elected to the American Academy of Arts and Sciences. - Ron Yu, Ph.D., received a grant from the National Institute on Deafness and Other Communication Disorders of the National Institutes of Health. - Matthew Gibson, Ph.D., received a grant from the National Institute of General Medical Sciences of the National Institutes of Health. - Tatjana Piotrowski, Ph.D., was awarded additional grant funds from the Hearing Health Foundation. - Scott Hawley, Ph.D., received a Research Service Award from the High Plains Division of the American Cancer Society. - Paul Kulesa, Ph.D., received a grant from the National Institute of Neurological Disorders and Stroke at the National Institutes of Health and an Innovation Grant from Alexs Lemonade Stand Foundation. - Jay Unruh, Ph.D., received the Young Fluorescence Investigator Award from the Biophysical Society. - Pengxu Qian, Ph.D., received a Scholar Award from the American Society of Hematology. - Guangbo Chen, Ph.D., received the Kaluza Prize for Excellence in Graduate Education from the American Society of Cell Biology. - Maggie Pruitt received a Ruth L. Kirchstein Predoctoral Individual National Research Service Award from the National Cancer Institute of the National Institutes of Health. - Chuankai Zhou was awarded the Norton B. Gilula Award by the American Society of Cell Biology. 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 Englands 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 - 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 - Randal Halfmann, Ph.D., Assistant Investigator, joined the Stowers Institute in 2015 from The University of Texas (UT) Southwestern Medical Center. He received a Ph.D. in biology from the Massachusetts Institute of Technology, where he was a National Science Foundation Predoctoral Fellow. After completing his graduate studies, Dr. Halfmann obtained an independent position at UT Southwestern Medical Center where he was a Sara and Frank McKnight Fellow and received a Directors Early Independence Award from the National Institutes of Health. Research Focus: Cellular and evolutionary implications of protein self-assembly using genetic, biochemical, and cell-biological approaches - 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 Utahs School of Medicine, where she was an associate professor in the Department of Neurobiology and Anatomy. She received her masters degree from the University of Tubingen, Germany, and her doctorate degree from the Max Planck Institute for Developmental Biology in Tubingen. Research Focus: Collective cell migration, cell type specification and stem cell biology in zebrafish as a model system.
FORM 990, PART III, LINE 4 CONT.:	- Nicolas Rohner, Ph.D., Assistant Investigator, joined the Stowers Institute in 2015 from Harvard Medical School, where he was a postdoctoral fellow in Dr. Cliff Tabins laboratory. He earned a Ph.D. in biology from the Max Planck Institute for Developmental Biology in Tubingen, Germany. Research Focus: Genetic mechanisms and mutations that underlie the animal kingdoms tremendous diversity in morphology, physiology, and behavior - Alejandro Snchez Alvarado, Ph.D., Investigator and Howard Hughes Medical Institute Investigator, joined the Stowers Institute in 2011 from the University of Utahs 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 - 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 Childrens Medical Research Institute at the University of Sydney, Australia. Research Focus: Investigation of the interactions between distinct tissues in the body and their regulation during normal development to reveal pathways that regulate normal cranial and facial development - Jerry Workman, Ph.D., Investigator, joined the Stowers Institute in 2003 from the Pennsylvania State University where he held the Paul Berg Professorship of Biochemistry and was an Associate Investigator of the Howard Hughes Medical Institute. Dr. Workman earned a Ph.D. in cell and molecular biology from the University of Michigan and completed postdoctoral training at the Rockefeller University with Dr. Bob Roeder. Research Focus: Study of the protein complexes that modify chromatin - Ting Xie, Ph.D., Investigator, joined the Stowers Institute in 2000 after completing a Howard Hughes Medical Institute postdoctoral fellowship in the laboratory of Dr. Allan C. Spradling at the Carnegie Institution of Washington. Dr. Xie received his Ph.D. from the Joint Graduate Program in Molecular Biology and Biochemistry of Rutgers University and the University of Medicine and Dentistry of New Jersey. Research Focus: Genetic and molecular analysis of stem cells and germ cell development in Drosophila and mouse - C. Ron Yu, Ph.D., Associate Investigator, joined the Stowers Institute in 2005 from the laboratory of Dr. Richard Axel at Columbia University Center for Neurobiology and Behavior where he held a National Institutes of Health Mentored Research Scientist Award from the National Institute of Mental Health. Dr. Yu earned his Ph.D. in molecular, cellular, and biophysical studies at Columbia University. Research Focus: How olfactory sensory information is detected, integrated, and processed in the brain to influence specific innate behaviors - Julia Zeitlinger, Ph.D., Associate Investigator, joined the Stowers Institute in 2007 from the lab of Dr. Richard Young at the Whitehead Institute for Biomedical Research at Massachusetts Institute of Technology where she was the recipient of a long-term postdoctoral fellowship from the Human Frontier Science Program. Dr. Zeitlinger earned a Ph.D. in molecular biology from the European Molecular Biology Laboratory in Heidelberg, Germany. Research Focus: Analysis of the gene regulatory networks underlying cellular differentiation Technology Centers - Paul Kulesa, Ph.D., Director of Imaging, joined the Stowers Institute in 2002 after completing a Burroughs Wellcome Fund postdoctoral fellowship in the laboratory of Dr. Scott E. Fraser at the California Institute of Technology. Dr. Kulesa received a Ph.D. in applied mathematics under Dr. J.D. Murray at the University of Washington. Research Focus: Cell migration in development and cancer - Michael Washburn, Ph.D., Director of Proteomics, joined the Stowers Institute in 2003 from the Torrey Mesa Research Institute in San Diego where he was a Senior Staff Scientist in Proteomics. He earned a Ph.D. in biochemistry and environmental toxicology from Michigan State University before completing a postdoctoral fellowship with Professor John Yates, III in the Department of Molecular Biotechnology at the University of Washington. Research Focus: Quantitative proteomics and protein complex dynamics

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

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

2015

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)STOWERS POLICY INSTITUTE INC 100O EAST 50TH STREET KANSAS CITY,MO64110 20-3270502	SEE PART VII	DE	501(C)(4)	N/A	SIMR	Yes
(6)THE GRADUATE SCHOOL OF SIMR (MO) 1000 EAST 50TH STREET KANSAS CITY,MO64110 46-4588696	EDUCATION	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) 2015

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 1000 EAST 50TH STREET KANSAS CITY,MO64110 06-1646533	SEE PART VII	DE	BVC	C CORP			Yes

Schedule R (Form 990) 2015

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) .......................

Yes

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	14,612	MARKET VALUE
(2) THE GRADUATE SCHOOL OF SIMR	B	1,300,000	MARKET VALUE
(3) STOWERS RESOURCE MANAGEMENT INC	C	55,000,000	MARKET VALUE
(4) STOWERS SCIENTIFIC EDUCATION INSTITUTE	C	100,000	MARKET VALUE
(5) BIOMED VALLEY CORPORATION	C	50,530	MARKET VALUE
(6) STOWERS REAL ESTATE HOLDINGS CORP	K	2,230,551	MARKET VALUE
(7) STOWERS RESOURCE MANAGEMENT INC	P	20,547,087	COST REIMB.
(8) BIOMED VALLEY DISCOVERIES INC	P	270,897	COST REIMB.
(9) BIOMED VALLEY DISCOVERIES INC	Q	633,655	COST REIMB.
(10) SEE PART VII FOR ADDITIONAL INFORMATION

Schedule R (Form 990) 2015

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) 2015

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation
PART II, LINE 5, COLUMN B:	STOWERS POLICY INSTITUTE INC. ("SPI") IS AN ADVOCATE FOR A POLITICAL, ECONOMIC, AND SOCIAL ENVIRONMENT THAT ADVANCES AND PROTECTS BIOMEDICAL RESEARCH AND CURES.
PART IV, 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 2015 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) 2015

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	8
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 2015 (Part V, line 2a) ......	5	340
6	Total number of volunteers (estimate if necessary) .............	6	1
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) .........	178,677,989	59,252,674
9	Program service revenue (Part VIII, line 2g) .........	356,003	337,517
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	377,075	1,002,150
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	127,439	145,341
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	179,538,506	60,737,682
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,434,645	3,092,644
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)	29,024,462	28,376,665
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)....	41,790,239	44,165,781
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	74,249,346	75,635,090
19	Revenue less expenses. Subtract line 18 from line 12.......	105,289,160	-14,897,408
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	390,227,160	361,530,633
21	Total liabilities (Part X, line 26).............	135,642,713	122,562,412
22	Net assets or fund balances. Subtract line 21 from line 20.....	254,584,447	238,968,221

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 68,954,154 including grants of $ 3,092,644 ) (Revenue $ 337,517 )
	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 expenses68,954,154

(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) VIRGINIA G STOWERS...................................................................... DIRECTOR	2.0 ................. 2.0	X			0	0	0
(2) DAVID A WELTE...................................................................... DIRECTOR/SECRETARY	2.0 ................. 47.0	X	X		0	1,249,459	59,169
(3) RODERICK L STURGEON...................................................................... DIRECTOR/CFO	2.0 ................. 46.0	X	X		0	1,444,652	55,392
(4) WILLIAM B NEAVES...................................................................... DIRECTOR/PRESIDENT EMERITUS	40.0 ................. 6.0	X	X		525,001	0	53,445
(5) DAVID M CHAO...................................................................... DIRECTOR/PRESIDENT/CEO	40.0 ................. 5.0	X	X		1,443,428	0	40,708
(6) ROBERT E KRUMLAUF...................................................................... DIRECTOR/SCIENTIFIC DIRECTOR	40.0 ................. 3.0	X			514,754	0	58,184
(7) RICHARD W BROWN...................................................................... DIRECTOR/CHAIR	2.0 ................. 45.0	X	X		0	2,180,037	52,689
(8) ALBERZINE FREEMAN...................................................................... DIRECTOR/VP OF ADMINISTRATION	2.0 ................. 42.0	X			0	401,384	49,641
(9) RONALD C CONAWAY...................................................................... INVESTIGATOR	40.0 ................. 0.0			X	289,308	0	40,708
(10) JOAN W CONAWAY...................................................................... INVESTIGATOR	40.0 ................. 0.0			X	286,611	0	54,123
(11) JERRY L WORKMAN...................................................................... INVESTIGATOR	40.0 ................. 0.0			X	343,817	0	47,609
(12) R SCOTT HAWLEY...................................................................... INVESTIGATOR	40.0 ................. 1.0			X	344,405	0	52,993
(13) LINHENG LI...................................................................... INVESTIGATOR	40.0 ................. 0.0			X	254,309	0	39,316

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	4,001,633	5,275,532	603,977

(A) Name and business address	(B) Description of services	(C) Compensation
AMERICAN CENTURY INVESTMENTS, 4500 MAIN STREET KANSAS CITY,MO64111	SEE SCH L, PART V	177,000




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

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	55,150,530
e	Government grants (contributions)		1e	3,335,213

f	All other contributions, gifts, grants, and similar amounts not included above		1f	766,931

g	Noncash contributions included in lines 1a-1f:$ 55,213,530
h Total.Add lines 1a-1f.......		59,252,674

			Business Code
2a	COLLABORATION FEE FROM HHMI 501(C)(3)	900099	337,517	337,517
b
c
d
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....			337,517

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			685,818			685,818
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			2,183			2,183
		(ii) Personal	(i) Real
6a	Gross rents		14,612
b	Less: rental expenses		14,612
c	Rental income or (loss)	0	0
d	Net rental income or (loss)......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	171,877	87,928,423
b	Less: cost or other basis and sales expenses	84,321	87,699,647
c	Gain or (loss)	87,556	228,776
d	Net gain or (loss).....			316,332			316,332
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
Business Code			Miscellaneous Revenue
11a	OTHER REBATES & REVENUE		900099	143,158			143,158
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			143,158
12	Total revenue. See Instructions......			60,737,682	337,517		1,147,491

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	1,300,500	1,300,500
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	1,792,144	1,792,144
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	2,635,520	2,371,968	263,552
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	19,132,726	17,219,453	1,913,273
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,329,878	2,096,890	232,988
9	Other employee benefits .......	2,857,797	2,572,017	285,780
10	Payroll taxes ...........	1,420,744	1,278,670	142,074
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
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)	997,580	897,822	99,758
12	Advertising and promotion ....	0
13	Office expenses .......	243,821	219,439	24,382
14	Information technology ......	264,824	238,342	26,482
15	Royalties ..	666	666
16	Occupancy ...........	2,215,939	1,994,345	221,594
17	Travel ............	554,003	498,603	55,400
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	602,571	542,314	60,257
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	9,888,279	8,899,451	988,828
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	22,549,975	20,294,977	2,254,998
b	LAB SUPPLIES	5,732,425	5,732,425
c	NON-CAPITAL EQUIPMENT	721,257	649,131	72,126
d	DUES & SUBSCRIPTIONS	81,911	73,720	8,191
e	All other expenses	312,530	281,277	31,253
25	Total functional expenses. Add lines 1 through 24e	75,635,090	68,954,154	6,680,936	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).

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			2,227,476	2	1,791,331
3	Pledges and grants receivable, net ......			322,362	3	312,345
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 ........			6,117	8	5,982
9	Prepaid expenses and deferred charges ......			444,230	9	411,215
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	322,985,305
b	Less: accumulated depreciation	10b	169,961,901	158,679,621	10c	153,023,404
11	Investments—publicly traded securities .			101,757,504	11	94,705,972
12	Investments—other securities. See Part IV, line 11 .....			610,425	12	466,247
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 ...........			126,179,425	15	110,814,137
16	Total assets. Add lines 1 through 15 (must equal line 34)...			390,227,160	16	361,530,633

17	Accounts payable and accrued expenses .....	6,840,907	17	7,104,251
18	Grants payable ...	0	18	0
19	Deferred revenue .........	391,809	19	235,360
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	128,409,997	25	115,222,801
26	Total liabilities. Add lines 17 through 25..	135,642,713	26	122,562,412

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	254,584,447	27	238,929,030
28	Temporarily restricted net assets ...........	0	28	39,191
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 ...........	254,584,447	33	238,968,221
34	Total liabilities and net assets/fund balances ........	390,227,160	34	361,530,633