2023-10-10T08:58:25-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 061610506 THE STANLEY MEDICAL RESEARCH INSTITUTE STAN 3015710760 9800 MEDICAL CENTER DRIVE C-050 ROCKVILLE MD 20850 MAREE J WEBSTER EXECUTIVE DIRECTOR 3015710760 2023-10-10 1 MAREE WEBSTER 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MAREE J WEBSTER 9800 MEDICAL CENTER DRIVE C-050 ROCKVILLE MD 20850 7806687 0 X WWW.STANLEYRESEARCH.ORG X 2001 MD SEE PART III, LINE 1. 7 2 11 5 0 0 12611 12724 0 0 5991848 4179149 77060 11412 6081519 4203285 5175273 4558557 0 0 936536 999245 0 0 0 892043 950292 7003852 6508094 -922333 -2304809 99254523 78471572 16910 249947 99237613 78221625 X TO FIND THE CAUSE(S) OF AND BETTER PHARMACOLOGICAL TREATMENTS FOR SCHIZOPHRENIA AND BIPOLAR DISORDER. 0 0 3023703 NEUROPATHOLOGY: BRAIN TISSUE REPOSITORY AND NEUROPATHOLOGY LABORATORY: STORES AND PROCESSES POSTMORTEM BRAIN TISSUE, LIVER, SPLEEN, SERUM AND CSF FROM PEOPLE WITH SCHIZOPHRENIA, BIPOLAR DISORDER, MAJOR DEPRESSION AND FROM NORMAL CONTROL SUBJECTS. SAMPLES ARE MADE AVAILABLE TOSCIENTISTS AROUND THE WORLD. ALL RESEARCH DATA COLLECTED ON THE SPECIMENS IS RETURNED TO THE SMRI PUBLICALLY AVAILABLE WEB-BASED INTERACTIVE NEUROPATHOLOGY DATABASE FOR FURTHER ANALYSIS. 1536243 2978703 TREATMENT TRIALS: DURING 2022, SMRI SUPPORTED 18 TRIALS FOR THE TREATMENT OF SCHIZOPHRENIA OR BIPOLAR DISORDER. MOST OF THESE WERE DRUGS THAT ARE AVAILABLE TO TREAT OTHER CONDITIONS AND FOR WHICH THERE WAS REASON TO BELIEVE THEY MIGHT ALSO BE EFFECTIVE FOR PSYCHIATRIC DISORDERS. IN ALMOST ALL CASES, PHARMACEUTICAL COMPANIES ARE UNLIKELY TO SUPPORT SUCH TRIALS BECAUSE THE DRUG IS ALREADY GENERIC OR CANNOT BE PATENTED. SMRI IS SUPPORTING MORE SUCH TREATMENT TRIALS THAN ANY OTHER ORGANIZATION IN THE WORLD. 1455715 1475277 INFECTIOUS AND NEUROVIROLOGY: SMRI IS THE MAJOR RESEARCH INSTITUTION IN THE WORLD FOCUSING ON INFECTIOUS AGENTS AS A POSSIBLE CAUSE OF SCHIZOPHRENIA AND BIPOLAR DISORDER. THE CENTER FOR THIS RESEARCH IS THE STANLEY LABORATORY OF DEVELOPMENTAL NEUROVIROLOGY AT JOHNS HOPKINS UNIVERSITY IN BALTIMORE. THIS LABORATORY WORKS CLOSELY WITH SMRI-FUNDED RESEARCHERS AT SEVERAL OTHER INSTITUTIONS. THE MAIN TARGETS OF THIS RESEARCH ARE TOXOPLASMA GONDII, THE HERPES FAMILY OF VIRUSES, AND ENDOGENOUS RETROVIRUSES. 104577 104577 TREATMENT ADVOCACY CENTER 104577 104577 6120238 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 7 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 2 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 X MAREE J WEBSTER 3015710760 9800 MEDICAL CENTER DRIVE C-050 ROCKVILLE MD 20850 X MAREE J WEBSTER SEE SCHED L EXECUTIVE DIRECTOR 40.00 X X 212994 0 37253 ROBERT YOLKEN SEE SCHED O TRUSTEE 5.00 0.10 X 36000 0 0 E FULLER TORREY SEE SCHED O ASSOCIATE DIRECTOR FOR REASEARCH 24.00 10.00 X 24686 0 3274 STEVEN JONES TRUSTEE 0.10 X 0 0 0 BARBARA TORREY TRUSTEE 0.10 0.20 X 0 0 0 JONATHAN STANLEY TRUSTEE 0.10 0.10 X 0 0 0 MICHAEL KNABLE SEE SCHED L TRUSTEE 0.10 2.00 X 0 0 0 SANGHYEON KIM ASSOC. DIR. OF DATABASE MGMT. 40.00 X 104741 0 44970 378421 0 85497 2 0 1 0 0 12724 12724 1352551 1352551 6430000 3603402 2826598 2826598 2826598 GRANT REFUNDS 900099 5782 5782 OTHER 900099 5630 5630 11412 4203285 0 0 4190561 3705506 3705506 853051 853051 314207 236066 78141 526576 395907 130669 34195 25659 8536 64700 64038 662 59567 41817 17750 38117 38117 261058 261058 28781 17773 11008 17330 4465 12865 385233 385233 10889 10697 192 27565 19984 7581 38827 38827 RESEARCH SUPPLIES 55602 55602 REPAIRS AND MAINTENANCE 31223 31223 SERVICE FEES 26781 3751 23030 EQUIPMENT 9829 795 9034 19057 7613 11444 6508094 6120238 387856 0 607347 808840 55796030 53980334 10059 13373 59465 40889 2599073 2583246 17735 15827 40186512 21474502 2559645 2125142 17730 12665 99254523 78471572 15266 38323 1644 211624 16910 249947 X 99237613 78221625 99237613 78221625 99254523 78471572 -2304809 -18711358 179 0 X 0 0 0 X X 1 TREATMENT ADVOCACY CTR 541905826 7 1 104577 0 1 104577 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 6: NO. SMRI CARRIES OUT AND SUPPORTS RESEARCH ON THE CAUSES OF, AND TREATMENTS FOR, SCHIZOPHRENIA AND BIPOLAR DISORDER. SUPPORTING THE DEVELOPMENT OF INNOVATIVE TREATMENTS FOR AND RESEARCH INTO THE CAUSES OF SEVERE AND PERSISTENT PSYCHIATRIC ILLNESSES, SUCH AS SCHIZOPHRENIA AND BIPOLAR DISORDER, IS AN ESSENTIAL COMPONENT OF THE SUPPORTED ORGANIZATION'S MISSION. SMRI DOES NOT EXPEND ANY FUNDS (OTHER THAN MINIMAL, NECESSARY ADMINISTRATIVE EXPENSES) THAT ARE NOT DIRECTLY TARGETED TO FINDING THE TREATMENTS AND CURES FOR MENTAL ILLNESS. SMRI CONDUCTS THIS RESEARCH VIA GRANTS TO PRINCIPAL INVESTIGATORS (PIS) AT VARIOUS EDUCATIONAL AND MEDICAL RESEARCH INSTITUTIONS IN THE U.S. AND AROUND THE WORLD. THE PIS ARE REQUIRED TO PERSONALLY CONDUCT OR SUPERVISE THE PROJECTS, AND MAY NOT BE REPLACED WITHOUT SMRI'S PRIOR APPROVAL. THESE RESEARCH GRANTS ARE DETAILED ON SCHEDULES F AND I OF FORM 990. SMRI MAINTAINS SIGNIFICANT INVOLVEMENT IN THE RESEARCH CONDUCTED. THE RESEARCHERS CONSTITUTE A CHARITABLE CLASS BENEFITED BY THE SUPPORTED ORGANIZATION TAC, AND SUPPORT OF THEM BENEFITS ANOTHER CHARITABLE CLASS BENEFITED BY TAC, NAMELY, THOSE WHOSE LIVES ARE IMPACTED BY THE EFFECTS OF SCHIZOPHRENIA AND BIPOLAR DISORDER. PART IV, SECTION D, LINE 3: THE MAJORITY OF THE BOARD OF SMRI CONSISTS OF INDIVIDUALS WHO ARE ALSO BOARD MEMBERS OF TAC, THE SUPPORTED ORGANIZATION. THIS OVERLAP CONSTITUTES TAC'S CONTROL OVER SMRI, AND ALLOWS TAC TO HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS AT ALL TIMES DURING THE YEAR. PART IV, SECTION E, LINE 2A: YES, SUBSTANTIALLY ALL OF SMRI'S ACTIVITIES ARE CONDUCTED BY SMRI ITSELF, IN DIRECT FURTHERANCE OF TAC'S PURPOSE. SMRI'S PRIMARY PROGRAM ACTIVITY OF CARRYING OUT AND SUPPORTING RESEARCH INTO THE CAUSES OF AND TREATMENTS FOR SCHIZOPHRENIA AND BIPOLAR DISORDER ARE ESSENTIAL TO TAC'S MISSION OF ELIMINATING BARRIERS TO THE TREATMENT OF SEVERE MENTAL ILLNESS. SMRI'S WORK IS PRESENTED AT EACH OF TAC'S BOARD MEETINGS AND PUBLICIZED IN TAC'S QUARTERLY NEWSLETTERS. ADDITIONALLY, FIVE OF SMRI'S TRUSTEES ARE ON THE TAC BOARD OF DIRECTORS. SEE ALSO THE RESPONSE TO SECTION A, QUESTION 6 ABOVE. PART IV, SECTION E, LINE 2B: YES, SMRI'S ACTIVITIES ARE THE PRIMARY METHOD THROUGH WHICH TAC PROMOTES THE TREATMENT AND RESEARCH COMPONENT OF ITS MISSION. TAC WOULD UNDERTAKE THE TYPE OF WORK THAT SMRI IS DOING, GIVEN AVAILABLE FUNDING AND THE ABSENCE OF SMRI. HOWEVER, SMRI'S ACTIVITIES ALLOW TAC TO FOCUS ITS RESOURCES ON THE EDUCATION AND ADVOCACY COMPONENTS OF ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354708 354706 2 2224771 2208946 15825 19594 19594 0 15827 DEFERRED RENT 211624 211624 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 405264 EUROPE 0 0 GRANTMAKING 197787 MIDDLE EAST 0 1 GRANTMAKING 250000 0 1 0 0 0 1 853051 0 853051 EAST ASIA AND THE PACIFIC TREATMENT TRIALS-EARMARKED FOR DR.KULKARNI 17570 WIRE 0 EAST ASIA AND THE PACIFIC TREATMENT TRIALS-EARMARKED FOR DR.BERK 383302 WIRE 0 EUROPE TREATMENT TRIALS-EARMARKED FOR DR.VIETA 157967 WIRE 0 EUROPE TREATMENT TRIALS-EARMARKED FOR DR.WEISER 28003 WIRE 0 EUROPE TREATMENT TRIALS-EARMARKED FOR DR.HALLAHAN 11818 WIRE 0 MIDDLE EAST AND NORTH AFRICA TREATMENT TRIALS-EARMARKED FOR DR.WEISER 250000 WIRE 0 4 2 0 0 0 0 0 0 PART I, LINE 2: FOR REGULAR RESEARCH GRANTS ON THE CAUSES OF SCHIZOPHRENIA AND BIPOLAR DISORDER, WE RECEIVE ANNUAL REPORTS AND THE GRANTEE DOES NOT GET ADDITIONAL FUNDS UNTIL SUCH REPORTS ARE RECEIVED. IN ADDITION, SOME GRANTEES ARE ASKED TO COME TO OUR ANNUAL RESEARCH MEETING AND PRESENT THEIR DATA. FOR TREATMENT TRIALS WE REQUIRE QUARTERLY REPORTS FROM EACH GRANTEE. FOR BOTH TYPES OF GRANTS, WE OCCASIONALLY DO A SITE VISIT OURSELVES OR CONTRACT WITH A COLLEAGUE TO DO IT FOR US; THIS IS ESPECIALLY TRUE IF WE HAVE QUESTIONS ABOUT THE RESEARCH. PART III ACCOUNTING METHOD: 1 SHEPPARD PRATT 6501 N CHARLES STREET BALTIMORE MD 21204 520591684 501(C)(3) 549304 0 TREATMENT TRIALS-EARMARKED FOR DR.DICKERSON ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE BOX 1230 NEW YORK NY 10029 136171197 OTHER 33042 0 TREATMENT TRIALS-EARMARKED FOR DR.REICHENBERG VANPELT BIOSCIENCES LLC 9017 NESBIT COURT MONTGOMERY VILLAGE MD 20886 463870930 OTHER 75000 0 NEUROVIROLOGY STUDIES-EARMARKED FOR DR.FORD THE REGENTS OF THE UNIV OF CALIFORNIA UCLA REMITTANCE CENTER BOX 951432 1125 MURPHY HALL 405 LOS ANGELES CA 90095 956006143 501(C)(3) 148083 0 TREATMENT TRIALS-EARMARKED FOR DR.MARDER UNIVERSITY OF PITTSBURGH 3100 CATHEDRAL OF LEARNING PITTSBURGH PA 15260 250965591 501(C)(3) 49465 0 TREATMENT TRIALS-EARMARKED FOR DR.NIMGAONKAR UT SOUTHWESTERN MEDICAL CENTER - SB 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 GOVERNMENT 72317 0 TREATMENT TRIALS-EARMARKED FOR DR.BROWN JOHNS HOPKINS UNIVERSITY - RHY 600 N WOLFE STREET BALTIMORE MD 21287 520595110 501(C)(3) 2473703 0 NEUROVIROLOGY STUDIES-EARMARKED FOR DR.YOLKEN UNIVERSITY OF MARYLAND BALTIMORE - RB PO BOX 41428 7175 COLUMBIA GATEWAY COLUMBIA MD 21046 526002033 GOVERNMENT 200014 0 TREATMENT TRIALS-EARMARKED FOR DR.BUCHANAN TREATMENT ADVOCACY CENTER 200 NORTH GLEBE ROAD SUITE 801 ARLINGTON VA 22203 541905826 501(C)(3) 0 104577 FMV ADMIN. SUPPORT/OFFICE EXP. TAC GRANT FOR YEARLY EXPENSES 7 2 PART I, LINE 2: FOR REGULAR RESEARCH GRANTS ON THE CAUSES OF SCHIZOPHRENIA AND BIPOLAR DISORDER WE RECEIVE ANNUAL REPORTS AND THE GRANTEE DOES NOT GET ADDITIONAL FUNDS UNTIL SUCH REPORTS ARE RECEIVED. IN ADDITION, SOME GRANTEES ARE ASKED TO COME TO OUR ANNUAL RESEARCH MEETING AND PRESENT THEIR DATA. FOR TREATMENT TRIALS WE REQUIRE QUARTERLY REPORTS FROM EACH GRANTEE. FOR BOTH TYPES OF GRANTS, WE OCCASIONALLY DO A SITE VISIT OURSELVES OR CONTRACT WITH A COLLEAGUE TO DO IT FOR US; THIS IS ESPECIALLY TRUE IF WE HAVE QUESTIONS ABOUT THE RESEARCH. X X 0 0 0 0 0 0 0 0 0 MAREE J WEBSTER SEE SCHED L EXECUTIVE DIRECTOR 212994 0 0 0 0 0 15050 0 22203 0 250247 0 0 0 MAREE J WEBSTER MAREE WEBSTER (E.D.) & MICHAEL KNABLE (TRUSTEE) HAVE A FAMILY RELATIONSHIP 250247 MAREE WEBSTER RECEIVED COMPENSATION FOR HER SERVICES AS EXECUTIVE DIRECTOR. 0 E FULLER TORREY E. FULLER TORREY & BARBARA TORREY (TRUSTEES) HAVE A FAMILY RELATIONSHIP 27960 E. FULLER TORREY RECEIVED COMPENSATION FOR HIS SERVICES AS ASSOCIATE DIRECTOR FOR RESEARCH. 0 FORM 990, PART VI, SECTION A, LINE 2 BARBARA TORREY AND E. FULLER TORREY - FAMILY RELATIONSHIP. MAREE J. WEBSTER AND MICHAEL KNABLE - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. AFTER INITIAL CHANGES, A FINAL COPY OF THE 990 WAS SENT TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY MEMBERS OF THE BOARD OF DIRECTORS AND OTHER OUTSIDE ADVISERS. COMPENSATION IS COMMENSURATE WITH EXPERIENCE AND EXPERTISE OF THE CANDIDATE AND MEASURED AGAINST SIMILAR POSITIONS AT COMPARABLE NONPROFIT ORGANIZATIONS. THE COMPENSATION PROCESS IS DOCUMENTED IN THE PERSONNEL FILE. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, BOARD MEMBER COMPENSATION: DURING THE YEAR SMRI PAID ROBERT YOLKEN, A MEMBER OF THE BOARD OF DIRECTORS $36,000 FOR CONSULTING SERVICES UNRELATED TO HIS DUTIES AS A BOARD MEMBER. THE CONSULTING SERVICES WERE FOR RESEARCH GRANT AND SCIENTIFIC CONSULTING. THE COMPENSATION WAS DETERMINED AT ARMS LENGTH AND WAS FAIR MARKET VALUE. DURING THE YEAR SMRI PAID E. FULLER TORREY, A MEMBER OF THE BOARD OF DIRECTORS, FOR HIS WORK AS A PART-TIME EMPLOYEE UNRELATED TO HIS DUTIES AS A BOARD MEMBER. THE COMPENSATION WAS DETERMINED AT ARMS LENGTH AND WAS FAIR MARKET VALUE. TREATMENT ADVOCACY CENTER 200 N GLEBE ROAD SUITE 801 ARLINGTON VA 22203 541905826 IMPROVE TREATMENT FOR SCHIZOPHRENIA AND BIPOLAR DISORDER VA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0