TY 2022 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) RICHARD W BROWN...................................................................... DIRECTOR/CHAIR	2.0 ................. 47.0	X	X			0	2,813,862	66,899
(2) KAUSIK SI...................................................................... SCIENTIFIC DIRECTOR	40.0 ................. 0.0			X		416,310	0	1,073,898
(3) MATTHEW C GIBSON...................................................................... INVESTIGATOR	40.0 ................. 2.0				X	288,587	0	1,072,353
(4) CHARLES GERMAN...................................................................... DIRECTOR/SECRETARY	2.0 ................. 47.0	X	X			0	1,059,057	67,050
(5) BRENT KREIDER...................................................................... COO THRU 3/31/22/DIRECTOR	2.0 ................. 42.0	X	X			0	712,540	72,436
(6) ROBERT E KRUMLAUF...................................................................... SCIENTIFIC DIRECTOR EMERITUS	40.0 ................. 0.0				X	574,733	0	69,505
(7) PENNY M SPENCE...................................................................... CFO	2.0 ................. 49.0		X			0	537,787	62,246
(8) GEORGE L SATTERLEE...................................................................... DIRECTOR AS OF 1/1/22	2.0 ................. 42.0	X				0	471,260	67,224
(9) JERRY L WORKMAN...................................................................... INVESTIGATOR	40.0 ................. 0.0				X	414,539	0	58,562
(10) R SCOTT HAWLEY...................................................................... INVESTIGATOR	40.0 ................. 0.0				X	325,447	0	67,050
(11) LINHENG LI...................................................................... INVESTIGATOR	40.0 ................. 0.0				X	284,789	0	71,466
(12) ALEJANDRO SNCHEZ ALVARADO...................................................................... DIR/CHIEF SCIENTIFIC OFFICER	40.0 ................. 4.0	X	X			202,731	0	17,153
(13) DAVID A WELTE...................................................................... DIRECTOR	2.0 ................. 7.0	X				0	0	0
(14) ALBERZINE FREEMAN...................................................................... DIRECTOR	2.0 ................. 4.0	X				0	0	0
(15) JONATHAN THOMAS...................................................................... DIRECTOR	2.0 ................. 4.0	X				0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
AMERICAN CENTURY INVESTMENTS, 4500 MAIN ST KANSAS CITY,MO64111	INDIRECT - SEE SCH O	148,000
VA COMMERCIAL ROOFING, 610 N 9TH STREET SAINT MARYS,KS66536	ROOF REPAIR	320,625
TRANSNETYX INC, PO BOX 21908 NEW YORK,NY10087	BIOTECHNOLOGY	148,093


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 3

- TIN:

SCHEDULE A
(Form 990)

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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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

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 12, 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).)

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:

UNIVERSITY OF KANSAS MEDICAL CENTER

KANSAS CITY

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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) 2022

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 5 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 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. 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—2021. 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—2022. 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—2021. 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) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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 5 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 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. 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—2021. 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) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .

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

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

Did one or more disqualified persons (as defined on 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 on 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) 2022

Page 5

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

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 (explain in Part VI). 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 0.015 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 0.035	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) 2022

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

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
SCHEDULE A, PART I, LINE 4	COOPERATION AGREEMENTS AND COLLABORATIONS THE STOWERS 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 FOR 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. AS OF DECEMBER 31, 2022, FIVE KUMC STUDENTS HAVE RECEIVED M.S. DEGREES AND 49 KUMC STUDENTS HAVE RECEIVED PH.D. DEGREES FOR THESIS WORK PERFORMED IN STOWERS INSTITUTE LABS. KUMC IS AFFILIATED WITH THE UNIVERSITY OF KANSAS HEALTH SYSTEM, A NONPROFIT INDEPENDENT HOSPITAL SYSTEM CO-LOCATED WITH THE MAIN KUMC CAMPUS IN KANSAS CITY, KANSAS. IN 2022, 14 STOWERS RESEARCH PROGRAM LEADERS SERVED AS ADJUNCT FACULTY IN THREE KUMC DEPARTMENTS. THESE APPOINTMENTS INCLUDED NINE FULL PROFESSORS, ONE ASSOCIATE PROFESSOR, AND FOUR ASSISTANT PROFESSORS. IN 2022, 35 OF THE STOWERS INSTITUTE'S 58 ORIGINAL RESEARCH PUBLICATIONS INCLUDED BOTH STOWERS INSTITUTE AND KUMC AFFILIATIONS. 10 KUMC STUDENTS PERFORMED PREDOCTORAL RESEARCH IN STOWERS LABS IN 2022. THE STOWERS 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 NIH'S NATIONAL CANCER INSTITUTE (NCI) NAMED THE UNIVERSITY OF KANSAS CANCER CENTER AN NCI-DESIGNATED CANCER CENTER, PART OF A PILLAR OF FEDERAL CANCER RESEARCH EFFORTS AND INTEGRAL TO THE NCI'S PROGRAMS FOR STUDYING, TREATING, AND PREVENTING CANCER. IN 2022, THE NCI NAMED THE UNIVERSITY OF KANSAS CANCER CENTER AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER - THE HIGHEST HONOR BESTOWED BY THE NCI, THE ONLY SUCH CENTER IN THE REGION, AND ONE OF ONLY 53 CENTERS IN THE UNITED STATES. IN 2022, 10 STOWERS RESEARCH PROGRAM LEADERS WERE MEMBERS OF THE UNIVERSITY OF KANSAS CANCER CENTER'S CANCER BIOLOGY RESEARCH PROGRAM, INCLUDING LINHENG LI, PH.D., WHO SERVES AS CO-LEADER OF THE PROGRAM. IN 2022, STOWERS INVESTIGATOR LINHENG LI, PH.D., CONTINUED A COLLABORATION WITH THE UNIVERSITY OF KANSAS CANCER CENTER AND CHILDREN'S MERCY KANSAS CITY TO INVESTIGATE APPROACHES TO TREAT LEUKEMIA. THIS RESEARCH FOCUSES ON TARGETING CANCER STEM CELLS TO HELP REDUCE THE RECURRENCE OF CANCER AFTER A PATIENT GOES INTO REMISSION. THE COLLABORATION BUILDS ON FOUNDATIONAL RESEARCH FROM THE LI LAB THAT HAS CHARACTERIZED CANCER STEM CELLS AT MOLECULAR AND CELLULAR LEVELS AND HAS PRODUCED PEER-REVIEWED SCIENTIFIC PUBLICATIONS. CHILDREN'S MERCY IS THE SPONSOR OF A RELATED CLINICAL RESEARCH STUDY, "LOW-DOSE DAUNORUBICIN IN PEDIATRIC PATIENTS WITH RELAPSED/REFRACTORY ACUTE LEUKEMIA," WHICH IS DESIGNED TO ASSESS THE FEASIBILITY AND TOLERABILITY OF ADMINISTERING A LOW DOSE OF THE DRUG TO PEDIATRIC PATIENTS WITH RELAPSED OR REFRACTORY ACUTE MYELOID LEUKEMIA (AML) OR ACUTE LYMPHOBLASTIC LEUKEMIA (ALL), AND TO OBTAIN PRELIMINARY DATA ON THE DRUG ENGAGING ITS TARGET. IN 2022, STOWERS INSTITUTE FOR MEDICAL RESEARCH SCIENTISTS COLLABORATED WITH RESEARCHERS AT 108 NATIONAL AND 102 INTERNATIONAL INSTITUTIONS INCLUDING DOZENS OF HOSPITALS, MEDICAL CENTERS, AND MEDICAL SCHOOLS. MANY OF THESE COLLABORATIONS RESULTED IN DISCOVERIES THAT MERITED PUBLICATION IN LEADING PEER-REVIEWED SCIENTIFIC JOURNALS AND/OR SUCCESSFULLY FUNDED GRANT AWARDS. THE STOWERS INSTITUTE PARTICIPATED IN RESEARCH COLLABORATIONS IN CONJUNCTION WITH THE FOLLOWING US HOSPITALS, PURSUANT TO AN UNDERSTANDING TO MAINTAIN CONTINUING CLOSE COOPERATION IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH IN 2022: Baylor College of Medicine, Houston, TX; Boston University School of Medicine, Boston, MA; Children's Hospital of Philadelphia, Philadelphia, PA; Children's Mercy Kansas City, Kansas City, MO; Cincinnati Children's Hospital Medical Center, Cincinnati, OH; Dana-Farber Cancer Institute, Boston, MA; David Geffen School of Medicine at the University of California, Los Angeles, Los Angeles, CA; Duke University School of Medicine, Durham, NC; Fred Hutchinson Cancer Research Center, Seattle, WA; Greater Baltimore Medical Center, Towson, MD; Harvard Medical School, Boston, MA; Howard University College of Medicine, Washington, DC; Johns Hopkins University School of Medicine, Baltimore, MD; Keck School of Medicine of the University of Southern California, Los Angeles, CA; MD Anderson Cancer Center, Houston, TX; New York Institute of Technology, College of Osteopathic Medicine, Glen Head, NY; New York University Grossman School of Medicine, New York, NY; Northwestern University Feinberg School of Medicine, Chicago, IL; Ochsner Health System, Jefferson, LA; Oregon Health and Science University School of Medicine, Portland, OR; Perelman School of Medicine at the University of Pennsylvania, Philadelphia, PA; Rutgers Cancer Institute of New Jersey, New Brunswick, NJ; Saint Louis University School of Medicine, Saint Louis, MO; Seattle Children's Hospital, Seattle, WA; Shriners Hospitals for Children, Tampa, FL; Stanford University School of Medicine, Stanford, CA; Tulane University School of Medicine, New Orleans, LA; UConn Health, Farmington, CT; University of California at Davis School of Medicine, Sacramento, CA; University of California, San Francisco, San Francisco, CA; University of Colorado Anschutz Medical Campus, Aurora, CO; University of Florida College of Medicine, Gainesville, FL; University of Massachusetts Medical School, Worcester, MA; University of Oklahoma Health Sciences Center, Oklahoma City, OK; University of Pittsburgh Cancer Institute, Pittsburgh, PA; University of Pittsburgh School of Medicine, Pittsburgh, PA; University of Rochester Medical Center, Rochester, NY; University of Tennessee Health Science Center, Memphis, TN; University of Texas Southwestern Medical Center, Dallas, TX; University of Washington School of Medicine, Seattle, WA; Washington University School of Medicine in St. Louis, Saint Louis, MO AND Yale University School of Medicine, 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. 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 THE CHARACTERIZATION OF INTESTINAL STEM CELLS - THE LI LAB PERFORMED JOINT MEDICAL RESEARCH ON THE CHARACTERIZATION OF INTESTINAL STEM CELLS WITH COLLABORATORS AT CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER; DAVID GEFFEN SCHOOL OF MEDICINE AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES; OREGON HEALTH AND SCIENCE UNIVERSITY SCHOOL OF MEDICINE; STANFORD UNIVERSITY SCHOOL OF MEDICINE; AND UNIVERSITY OF PITTSBURGH CANCER INSTITUTE. INTESTINAL DISEASES RANGING FROM CROHN'S 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 RESEARCH COLLABORATION IS SUPPORTED IN PART BY AN NIH GRANT AWARDED BY THE NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES. JOINT MEDICAL RESEARCH ON SENSORY HAIR CELL REGENERATION - THE PIOTROWSKI LAB PERFORMED JOINT MEDICAL RESEARCH ON ZEBRAFISH HAIR CELL REGENERATION WITH COLLABORATORS AT THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, KECK SCHOOL OF MEDICINE OF THE UNIVERSITY OF SOUTHERN CALIFORNIA, BAYLOR COLLEGE OF MEDICINE, AND SUNNYBROOK RESEARCH INSTITUTE, TORONTO, CANADA. IN HUMANS, HEARING LOSS CAUSED BY INNER EAR HAIR CELL DEGENERATION IS ONE OF THE MOST WIDESPREAD SENSORY DISABILITIES IN THE WORLD WITH 30% OF PEOPLE BETWEEN AGES 65-75 BEING AFFECTED. IN HUMANS AND MAMMALS, HAIR CELLS ARE UNABLE TO REGENERATE, SO ANY DAMAGE OR LOSS OF HAIR CELLS IS PERMANENT. IN ZEBRAFISH, HOWEVER, HAIR CELLS REGENERATE THROUGHOUT LIFE. THE GOAL OF THIS WORK IS TO DETERMINE GENE REGULATORY NETWORKS UNDERLYING ZEBRAFISH HAIR CELL REGENERATION. THE RESULTS WILL HELP IDENTIFY STRATEGIES TO RESTORE LOST HAIR CELLS IN MAMMALS. THIS RESEARCH IS SUPPORTED IN PART BY A GRANT FROM THE HEARING HEALTH FOUNDATION. JOINT MEDICAL RESEARCH ON THE MOLECULAR ORIGINS OF FEMALE REPR

Return Reference

Explanation

SCHEDULE A, PART I, LINE 4

COOPERATION AGREEMENTS AND COLLABORATIONS THE STOWERS 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 FOR 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. AS OF DECEMBER 31, 2022, FIVE KUMC STUDENTS HAVE RECEIVED M.S. DEGREES AND 49 KUMC STUDENTS HAVE RECEIVED PH.D. DEGREES FOR THESIS WORK PERFORMED IN STOWERS INSTITUTE LABS. KUMC IS AFFILIATED WITH THE UNIVERSITY OF KANSAS HEALTH SYSTEM, A NONPROFIT INDEPENDENT HOSPITAL SYSTEM CO-LOCATED WITH THE MAIN KUMC CAMPUS IN KANSAS CITY, KANSAS. IN 2022, 14 STOWERS RESEARCH PROGRAM LEADERS SERVED AS ADJUNCT FACULTY IN THREE KUMC DEPARTMENTS. THESE APPOINTMENTS INCLUDED NINE FULL PROFESSORS, ONE ASSOCIATE PROFESSOR, AND FOUR ASSISTANT PROFESSORS. IN 2022, 35 OF THE STOWERS INSTITUTE'S 58 ORIGINAL RESEARCH PUBLICATIONS INCLUDED BOTH STOWERS INSTITUTE AND KUMC AFFILIATIONS. 10 KUMC STUDENTS PERFORMED PREDOCTORAL RESEARCH IN STOWERS LABS IN 2022. THE STOWERS 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 NIH'S NATIONAL CANCER INSTITUTE (NCI) NAMED THE UNIVERSITY OF KANSAS CANCER CENTER AN NCI-DESIGNATED CANCER CENTER, PART OF A PILLAR OF FEDERAL CANCER RESEARCH EFFORTS AND INTEGRAL TO THE NCI'S PROGRAMS FOR STUDYING, TREATING, AND PREVENTING CANCER. IN 2022, THE NCI NAMED THE UNIVERSITY OF KANSAS CANCER CENTER AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER - THE HIGHEST HONOR BESTOWED BY THE NCI, THE ONLY SUCH CENTER IN THE REGION, AND ONE OF ONLY 53 CENTERS IN THE UNITED STATES. IN 2022, 10 STOWERS RESEARCH PROGRAM LEADERS WERE MEMBERS OF THE UNIVERSITY OF KANSAS CANCER CENTER'S CANCER BIOLOGY RESEARCH PROGRAM, INCLUDING LINHENG LI, PH.D., WHO SERVES AS CO-LEADER OF THE PROGRAM. IN 2022, STOWERS INVESTIGATOR LINHENG LI, PH.D., CONTINUED A COLLABORATION WITH THE UNIVERSITY OF KANSAS CANCER CENTER AND CHILDREN'S MERCY KANSAS CITY TO INVESTIGATE APPROACHES TO TREAT LEUKEMIA. THIS RESEARCH FOCUSES ON TARGETING CANCER STEM CELLS TO HELP REDUCE THE RECURRENCE OF CANCER AFTER A PATIENT GOES INTO REMISSION. THE COLLABORATION BUILDS ON FOUNDATIONAL RESEARCH FROM THE LI LAB THAT HAS CHARACTERIZED CANCER STEM CELLS AT MOLECULAR AND CELLULAR LEVELS AND HAS PRODUCED PEER-REVIEWED SCIENTIFIC PUBLICATIONS. CHILDREN'S MERCY IS THE SPONSOR OF A RELATED CLINICAL RESEARCH STUDY, "LOW-DOSE DAUNORUBICIN IN PEDIATRIC PATIENTS WITH RELAPSED/REFRACTORY ACUTE LEUKEMIA," WHICH IS DESIGNED TO ASSESS THE FEASIBILITY AND TOLERABILITY OF ADMINISTERING A LOW DOSE OF THE DRUG TO PEDIATRIC PATIENTS WITH RELAPSED OR REFRACTORY ACUTE MYELOID LEUKEMIA (AML) OR ACUTE LYMPHOBLASTIC LEUKEMIA (ALL), AND TO OBTAIN PRELIMINARY DATA ON THE DRUG ENGAGING ITS TARGET. IN 2022, STOWERS INSTITUTE FOR MEDICAL RESEARCH SCIENTISTS COLLABORATED WITH RESEARCHERS AT 108 NATIONAL AND 102 INTERNATIONAL INSTITUTIONS INCLUDING DOZENS OF HOSPITALS, MEDICAL CENTERS, AND MEDICAL SCHOOLS. MANY OF THESE COLLABORATIONS RESULTED IN DISCOVERIES THAT MERITED PUBLICATION IN LEADING PEER-REVIEWED SCIENTIFIC JOURNALS AND/OR SUCCESSFULLY FUNDED GRANT AWARDS. THE STOWERS INSTITUTE PARTICIPATED IN RESEARCH COLLABORATIONS IN CONJUNCTION WITH THE FOLLOWING US HOSPITALS, PURSUANT TO AN UNDERSTANDING TO MAINTAIN CONTINUING CLOSE COOPERATION IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH IN 2022: Baylor College of Medicine, Houston, TX; Boston University School of Medicine, Boston, MA; Children's Hospital of Philadelphia, Philadelphia, PA; Children's Mercy Kansas City, Kansas City, MO; Cincinnati Children's Hospital Medical Center, Cincinnati, OH; Dana-Farber Cancer Institute, Boston, MA; David Geffen School of Medicine at the University of California, Los Angeles, Los Angeles, CA; Duke University School of Medicine, Durham, NC; Fred Hutchinson Cancer Research Center, Seattle, WA; Greater Baltimore Medical Center, Towson, MD; Harvard Medical School, Boston, MA; Howard University College of Medicine, Washington, DC; Johns Hopkins University School of Medicine, Baltimore, MD; Keck School of Medicine of the University of Southern California, Los Angeles, CA; MD Anderson Cancer Center, Houston, TX; New York Institute of Technology, College of Osteopathic Medicine, Glen Head, NY; New York University Grossman School of Medicine, New York, NY; Northwestern University Feinberg School of Medicine, Chicago, IL; Ochsner Health System, Jefferson, LA; Oregon Health and Science University School of Medicine, Portland, OR; Perelman School of Medicine at the University of Pennsylvania, Philadelphia, PA; Rutgers Cancer Institute of New Jersey, New Brunswick, NJ; Saint Louis University School of Medicine, Saint Louis, MO; Seattle Children's Hospital, Seattle, WA; Shriners Hospitals for Children, Tampa, FL; Stanford University School of Medicine, Stanford, CA; Tulane University School of Medicine, New Orleans, LA; UConn Health, Farmington, CT; University of California at Davis School of Medicine, Sacramento, CA; University of California, San Francisco, San Francisco, CA; University of Colorado Anschutz Medical Campus, Aurora, CO; University of Florida College of Medicine, Gainesville, FL; University of Massachusetts Medical School, Worcester, MA; University of Oklahoma Health Sciences Center, Oklahoma City, OK; University of Pittsburgh Cancer Institute, Pittsburgh, PA; University of Pittsburgh School of Medicine, Pittsburgh, PA; University of Rochester Medical Center, Rochester, NY; University of Tennessee Health Science Center, Memphis, TN; University of Texas Southwestern Medical Center, Dallas, TX; University of Washington School of Medicine, Seattle, WA; Washington University School of Medicine in St. Louis, Saint Louis, MO AND Yale University School of Medicine, 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. 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 THE CHARACTERIZATION OF INTESTINAL STEM CELLS - THE LI LAB PERFORMED JOINT MEDICAL RESEARCH ON THE CHARACTERIZATION OF INTESTINAL STEM CELLS WITH COLLABORATORS AT CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER; DAVID GEFFEN SCHOOL OF MEDICINE AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES; OREGON HEALTH AND SCIENCE UNIVERSITY SCHOOL OF MEDICINE; STANFORD UNIVERSITY SCHOOL OF MEDICINE; AND UNIVERSITY OF PITTSBURGH CANCER INSTITUTE. INTESTINAL DISEASES RANGING FROM CROHN'S 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 RESEARCH COLLABORATION IS SUPPORTED IN PART BY AN NIH GRANT AWARDED BY THE NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES. JOINT MEDICAL RESEARCH ON SENSORY HAIR CELL REGENERATION - THE PIOTROWSKI LAB PERFORMED JOINT MEDICAL RESEARCH ON ZEBRAFISH HAIR CELL REGENERATION WITH COLLABORATORS AT THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, KECK SCHOOL OF MEDICINE OF THE UNIVERSITY OF SOUTHERN CALIFORNIA, BAYLOR COLLEGE OF MEDICINE, AND SUNNYBROOK RESEARCH INSTITUTE, TORONTO, CANADA. IN HUMANS, HEARING LOSS CAUSED BY INNER EAR HAIR CELL DEGENERATION IS ONE OF THE MOST WIDESPREAD SENSORY DISABILITIES IN THE WORLD WITH 30% OF PEOPLE BETWEEN AGES 65-75 BEING AFFECTED. IN HUMANS AND MAMMALS, HAIR CELLS ARE UNABLE TO REGENERATE, SO ANY DAMAGE OR LOSS OF HAIR CELLS IS PERMANENT. IN ZEBRAFISH, HOWEVER, HAIR CELLS REGENERATE THROUGHOUT LIFE. THE GOAL OF THIS WORK IS TO DETERMINE GENE REGULATORY NETWORKS UNDERLYING ZEBRAFISH HAIR CELL REGENERATION. THE RESULTS WILL HELP IDENTIFY STRATEGIES TO RESTORE LOST HAIR CELLS IN MAMMALS. THIS RESEARCH IS SUPPORTED IN PART BY A GRANT FROM THE HEARING HEALTH FOUNDATION. JOINT MEDICAL RESEARCH ON THE MOLECULAR ORIGINS OF FEMALE REPR

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

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. Don't 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization Stowers Institute for Medical Research

Part I Contributors	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) (2022)

Schedule B (Form 990) (2022)

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) (2022)

Schedule B (Form 990) (2022)

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) (2022)

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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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 7/25/06, 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 FASB 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 FASB 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 FASB 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) 2021

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 ....	259,722	209,007	206,378	120,721	550,240
b	Contributions ...	266,944	61,060	27,200	163,200	75,000
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	97,427	10,345	24,571	77,543	504,519
f	Administrative expenses ....
g	End of year balance ......	429,239	259,722	209,007	206,378	120,721

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

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

0 %

Term 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 ....	237,603,173	133,763,008	103,840,165
c	Leasehold improvements
d	Equipment ....	101,580,051	78,592,124	22,987,927
e	Other .....	3,226,093		3,226,093
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				133,454,185

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other 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

Investments - Program 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)Benefits Receivable				252
(2)Other Misc Receivables				317,335
(3)Right of Use (ROU) Asset				13,015,551
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				13,333,138

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
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	23,203,838
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) 2021

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

SCHEDULE D, PART V, LINE 4

THE ENDOWMENT IS COMPRISED OF DONATIONS FOR THREE SPECIFIC PURPOSES. THE FIRST PURPOSE IS TO ESTABLISH A LECTURE SERIES PROGRAM WHERE SIMR HOSTS SCIENCE SPEAKERS FROM OTHER RESEARCH INSTITUTIONS AND UNIVERSITIES TO ENCOURAGE COLLABORATIVE SCIENCE OPPORTUNITIES WITH TOP SCIENTISTS FROM AROUND THE WORLD. THE SECOND PURPOSE IS TO SUPPORT A SPECIFIC SIMR LAB THAT STUDIES REGENERATION. THE THIRD PURPOSE IS TO SUPPORT STUDENT PAYMENT FOR THE ACADEMIC YEAR.

SCHEDULE D, PART X, LINE 2

FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF STOWERS INSTITUTE FOR MEDICAL RESEARCH (THE INSTITUTE) IS AS FOLLOWS: THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED.

Schedule D (Form 990) 2021

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

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 on 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 on 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? .........

Yes

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

Yes

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 nonfixed
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) 2022

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1RICHARD W BROWN DIRECTOR/CHAIR	(i) (ii)	0 ------------- 2,771,091	0 ------------- 0	0 ------------- 42,771	0 ------------- 45,750	0 ------------- 21,149	0 ------------- 2,880,761	0 ------------- 0
2CHARLES GERMAN DIRECTOR/SECRETARY	(i) (ii)	0 ------------- 1,040,079	0 ------------- 0	0 ------------- 18,978	0 ------------- 45,750	0 ------------- 21,300	0 ------------- 1,126,107	0 ------------- 0
3BRENT KREIDER COO THRU 3/31/22/DIRECTOR	(i) (ii)	0 ------------- 702,298	0 ------------- 0	0 ------------- 10,242	0 ------------- 45,750	0 ------------- 26,686	0 ------------- 784,976	0 ------------- 0
4ROBERT E KRUMLAUF SCIENTIFIC DIRECTOR EMERITUS	(i) (ii)	318,882 ------------- 0	0 ------------- 0	255,851 ------------- 0	45,750 ------------- 0	23,755 ------------- 0	644,238 ------------- 0	0 ------------- 0
5PENNY M SPENCE CFO	(i) (ii)	0 ------------- 537,007	0 ------------- 0	0 ------------- 780	0 ------------- 45,750	0 ------------- 16,496	0 ------------- 600,033	0 ------------- 0
6R SCOTT HAWLEY INVESTIGATOR	(i) (ii)	321,411 ------------- 0	0 ------------- 0	4,036 ------------- 0	45,750 ------------- 0	21,300 ------------- 0	392,497 ------------- 0	0 ------------- 0
7KAUSIK SI SCIENTIFIC DIRECTOR	(i) (ii)	415,185 ------------- 0	0 ------------- 0	1,125 ------------- 0	1,045,750 ------------- 0	28,148 ------------- 0	1,490,208 ------------- 0	0 ------------- 0
8MATTHEW C GIBSON INVESTIGATOR	(i) (ii)	287,475 ------------- 0	0 ------------- 0	1,112 ------------- 0	1,043,847 ------------- 0	28,506 ------------- 0	1,360,940 ------------- 0	0 ------------- 0
9ALEJANDRO SNCHEZ ALVARADO DIR/CHIEF SCIENTIFIC OFFICER	(i) (ii)	114,350 ------------- 0	0 ------------- 0	88,381 ------------- 0	17,153 ------------- 0	0 ------------- 0	219,884 ------------- 0	0 ------------- 0
10JERRY L WORKMAN INVESTIGATOR	(i) (ii)	388,368 ------------- 0	0 ------------- 0	26,171 ------------- 0	45,750 ------------- 0	12,812 ------------- 0	473,101 ------------- 0	0 ------------- 0
11GEORGE L SATTERLEE DIRECTOR AS OF 1/1/22	(i) (ii)	0 ------------- 467,828	0 ------------- 0	0 ------------- 3,432	0 ------------- 45,750	0 ------------- 21,474	0 ------------- 538,484	0 ------------- 0
12LINHENG LI INVESTIGATOR	(i) (ii)	281,357 ------------- 0	0 ------------- 0	3,432 ------------- 0	42,929 ------------- 0	28,537 ------------- 0	356,255 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

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
SCHEDULE J, PART I, LINE 1A	SIMR paid for first-class travel for Alejandro Sanchez Alvarado in one instance, and Scott Hawley in two instances. Neither individual was taxed on the benefit since the travel was for business purposes.
SCHEDULE J, PART I, LINE 4B	2022 2022 ACCRUAL DISTRIBUTION KAUSIK SI 1,000,000 - MATT GIBSON 1,000,000 -
SCHEDULE J, PART I, LINE 5A	SIMR MADE A PAYMENT OF $251,090 TO ROBERT E. KRUMLAUF, SCIENTIFIC DIRECTOR. THIS PAYMENT REPRESENTS THE PORTION OF THE NET ROYALTIES RECEIVED BY SIMR FOR LICENSED SCIENTIFIC DISCOVERY TECHNOLOGY THAT IS PAYABLE TO ROBERT E. KRUMLAUF, PH.D., FOR HIS PARTICIPATION IN THE DISCOVERY.

Schedule J (Form 990) 2022

Additional Data

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Schedule L
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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 section 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 the 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) 2021

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) TATJANA PIOTROWSKI PHD	SEE PART V	263,602	EMPLOYEE OF SIMR		No

Part V

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

Return Reference	Explanation
SCHEDULE L, PART IV, LINE 1	TATJANA PIOTROWSKI, PH.D, IS THE SPOUSE OF ALEJANDRO SNCHEZ ALVARADO, CHIEF SCIENTIFIC OFFICER OF SIMR. MS. PIOTROWSKI IS AN INVESTIGATOR AT SIMR. HER PREVIOUS EMPLOYMENT BEFORE SIMR WAS WITH THE UNIVERSITY OF UTAH'S SCHOOL OF MEDICINE WHERE SHE WAS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF NEUROBIOLOGY AND ANATOMY.

Schedule L (Form 990) 2021

Additional Data

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Software Version:

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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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

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 ....	X	3	24,000	OPINION OF EXPERTS
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	43,100,000	FMV
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 ( )
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 isn't 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 nonstandard 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 didn't 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) (2022)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE M, PART I, COLUMN B	THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS.

Schedule M (Form 990) (2022)

Additional Data

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

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OMB No. 1545-0047

2021

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 ("SIMR") PERFORMS MEDICAL RESEARCH IN THE PUBLIC INTEREST WITH THE GOAL OF EXPANDING THE 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 4A	2022 Program Service Accomplishments The Stowers Institute for Medical Research ("Stowers Institute"Institute") is a private, nonprofit medical research organization. The Institute was founded in 1994 by Jim and Virginia Stowers, who each survived a bout with cancer and subsequently dedicated their fortune to supporting fundamental research in molecular and cell biology, development, regeneration, genetics, and neuroscience that will provide long-term solutions to human diseases. The Stowers Institute conducts basic biomedical research in the public interest that will ultimately provide a greater understanding of the genes, proteins, and biological processes that control how cells in our bodies multiply, form tissues, and die. Studying the fundamental biology of cells and organisms enables scientists to discover how genes and molecular processes cause many diseases, including cancer, birth defects, and dementia. History has shown that foundational medical research is often a key first step in the development of new treatments, cures, and preventions for many human diseases. 2022 Notable Research Results In 2022, Stowers research teams made discoveries meriting publication in leading peer-reviewed scientific journals - 58 original research papers in all. Stowers research teams also produced 24 other publications including reviews, commentaries, book chapters, and books. Some of the highlights among these papers and other advances involving Stowers research include the following: The Gerton Lab participated in a multi-institutional, international collaboration to fill in approximately 100 gaps in the DNA sequence of Human Genome Project, thus generating the first complete human reference genome. The missing genetic sequences were particularly difficult to assemble due to their length, similarity, and repetition. Stowers researchers contributed to the development of imaging techniques, DNA amplification methods, and bioinformatics approaches to determine the exact number and location of these repetitive regions, which happen to be important components of human genetic makeup and diversity. This research effort resulted in three articles published on April 1, 2022, in Science. The Gibson Lab developed a precise operational model for the stinging organelle of the starlet sea anemone, providing crucial insights into the extraordinarily complex architecture and firing mechanism of stinging organelles. This work revealed that the energy required for piercing and poisoning a target with the stinger is stored within multiple organelle substructures. The researchers characterized the explosive discharge and biomechanical transformation of the stinger during firing. Insights from the work could lead to beneficial applications in medicine, including the development of microscopic therapeutic delivery devices for humans. This report was published on June 17, 2022, in Nature Communications. The Halfmann Lab uncovered mechanistic details about a switch-like property of the immune system. In response to a very small stimulus such as an invading molecule, a large protein complex called a signalosome is assembled which activates the immune system in an all-or-nothing fashion. They found that a large energy barrier prevents signalosome assembly from easily occurring but that this same barrier enables an adapter protein that encodes the switch to naturally be supersaturated within a cell. This in turn increases the certainty and rapidity of assembly at some point in the cell's future. The findings have broad implications for uncovering the causes and progression of inflammatory illness and other age-related diseases like Alzheimer's. This research was published on June 21, 2022, in eLife. The Piotrowski Lab discovered that in zebrafish, the regeneration of sensory hair cells occurs in three sequential phases. These cells, which help the fish detect water movement, are very similar to hair cells of the human inner ear that allow us to hear, except that human hair cells do not regenerate. Identifying detailed molecular mechanisms that allow zebrafish hair cell regeneration to occur can help reveal how this process is blocked or not occurring in mammals. This study was published on March 21, 2022, in Developmental Cell. Related research from the lab uncovered how macrophages, a type of white blood cell, are activated when repairing and regenerating zebrafish sensory hair cells. A single population of macrophages sequentially and independently transitions between three anti-inflammatory phases, a finding that has potential application for designing regenerative immunotherapies in humans. This work was published on September 20, 2022, in Nature Communications. The Rohner Lab investigated how cavefish have developed unique metabolic adaptations to survive in extreme environments that are usually nutrient-scarce except for brief "feast" periods of intense feeding. Despite having high levels of body fat and blood sugar which can be associated with metabolic disorders in humans, the fish remain healthy. The researchers identified many DNA elements that were similar in the genomes of two different cavefish populations but dissimilar in their river fish cousins. Knowledge about the role these cavefish DNA elements play in metabolism may potentially help determine targets for drugs treating metabolic conditions in humans. This study was published on June 17, 2022, in Nature Genetics. The SNCHEZ Alvarado Lab discovered a new isolate of flatworms located in Guanajuato, Mexico, while leading a group of undergraduate students in a developmental biology workshop. The new isolate named Girardia sp. (Guanajuato) is similar in many ways to several widely studied flatworm species but has several unique features including an unusual method of locomotion and a resistance to radiation, potentially applicable to human cancer patients undergoing radiation therapy. This research was published on June 13, 2022, in Developmental Biology. Other research from the lab led to novel findings about sex chromosome evolution in an island-specific flatworm strain and the positioning of flatworms as a new genetic system for studying natural variation in regeneration and aging traits. This work was published on June 1, 2022, in Nature. The Trainor Lab published two studies investigating genetic mutations that result in severe craniofacial conditions like Treacher-Collins Syndrome. Congenital craniofacial defects arise from disruptions early in the development of cells responsible for forming cartilage, tissue, and bone of the head and face. The studies examined the effects of mutations in subunits of RNA Polymerase I and Nucleolin on cell function and craniofacial development in mice and zebrafish. A comprehensive understanding the basis for congenital conditions using research models of the diseases may lead to discoveries on how to prevent them. These studies were published on June 28, 2022, in Development and on July 26, 2022, in Proceedings of the National Academy of Sciences USA. The Workman Lab published a pair of studies revealing a key link between two biological processes involved in creating protein complexity out of information stored in the human genome. Using a human cell line, the researchers demonstrated a direct, physical linkage between the processes of transcription, which creates protein-producing instructions from a gene, and alternative splicing, which generates different versions of the instructions giving rise to related but distinct proteins. A protein involved in the direct interaction, SETD2, is mutated in many cancers, especially in kidney carcinoma. This work provides new information that can now be studied for its relevance in the context of cancers and as a target for regulating alternative splicing. These studies were published on November 18, 2021, and March 4, 2022, in Nature Communications. The Zanders Lab discovered that a rule-breaking selfish gene family has persisted for over 100 million years. Selfish genes violate the general law of inheritance so that they are inherited by offspring at a rate higher than 50%. The researchers discovered that the wtf selfish gene family in four different yeast species has evaded natural selection at least 10 times longer than believed possible, transforming how scientists may search for similar genes in other species. In related research, the lab uncovered new details about how the wtf4 gene uses a poison-antidote system to increase its transmission to the next generation, specifically the timing and distribution of poison and antidote proteins in developing yeast spores. These findings may have implications for designing systems utilizing selfish genes for pathogenic pest or vector-borne disease control. The study was published on December 7, 2022, in eLife.
FORM 990, PART III, LINE 4A - CONT'D	Comprehensive Lists of 2022 Original Research Papers, Reviews, Commentaries, Chapters, and Books Original Research Papers 1. Nr6a1 controls Hox expression dynamics and is a master regulator of vertebrate trunk development. Chang YC, Manent J, Schroeder J, Wong SFL, Hauswirth GM, Shylo NA, Moore EL, Achilleos A, Garside V, Polo JM, Trainor P, McGlinn E. Nat Commun. 2022;13:7766 doi: 10.1038/s41467-022-35303-4. 2. S. pombe wtf use dual transcriptional regulation and selective protein exclusion from spores to cause meiotic drive. Nuckolls NL, Nidamangala Srinivasa A, Mok AC, Helston RM, Bravo Nunez MA, Lange JJ, Gallagher TJ, Seidel CW, Zanders SE. PLos Genet. 2022:e1009847 doi: 10.1371/journal.pgen.1009847. 3. Deciphering the role of retinoic acid in hepatic patterning and induction in the mouse. Guertin TM, Palaria A, Mager J, Sandell LL, Trainor PA, Tremblay KD. Dev Biol. 2022;491:31-42. 4. Genome-wide quantification of contributions to sexual fitness identifies genes required for spore viability and health in fission yeast. Billmyre RB, Eickbush MT, Craig CJ, Lange JJ, Wood C, Helston RM, Zanders SE. PLoS Genet. 2022;18:e1010462 doi: 10.1371/journal.pgen.1010462. 5. Rap1 prevents fusions between long telomeres in fission yeast. Pan L, Tormey D, Bobon N, Baumann P. EMBO J. 2022:e110458. 6. Paramutation-like epigenetic conversion by piRNA at the telomere of Drosophila virilis. Dorador AP, Dalikova M, Cerbin S, Stillman CM, Zych MG, Hawley RS, Miller DE, Ray DA, Funikov SY, Evgen'ev MB, Blumenstiel JP. Biology (Basel). 2022;11 doi: 10.3390/biology11101480. 7. Semi-automated assembly of high-quality diploid human reference genomes. Jarvis ED, Formenti G, Rhie A, Guarracino A, Yang C, Wood J, Tracey A, Thibaud-Nissen F, Vollger MR, Porubsky D, Cheng H, Asri M, Logsdon GA, Carnevali P, Chaisson MJP, Chin CS, Cody S, Collins J, Ebert P, Escalona M, Fedrigo O, Fulton RS, Fulton LL, Garg S, Gerton JL, Ghurye J, Granat A, Green RE, Harvey W, Hasenfeld P, Hastie A, Haukness M, Jaeger EB, Jain M, Kirsche M, Kolmogorov M, Korbel JO, Koren S, Korlach J, Lee J, Li D, Lindsay T, Lucas J, Luo F, Marschall T, Mitchell MW, McDaniel J, Nie F, Olsen HE, Olson ND, Pesout T, Potapova T, Puiu D, Regier A, Ruan J, Salzberg SL, Sanders AD, Schatz MC, Schmitt A, Schneider VA, Selvaraj S, Shafin K, Shumate A, Stitziel NO, Stober C, Torrance J, Wagner J, Wang J, Wenger A, Xiao C, Zimin AV, Zhang G, Wang T, Li H, Garrison E, Haussler D, Hall I, Zook JM, Eichler EE, Phillippy AM, Paten B, Howe K, Miga KH, Human Pangenome Reference C. Nature. 2022;611:519-531. 8. The wtf meiotic driver gene family has unexpectedly persisted for over 100 million years. De Carvalho M, Jia GS, Nidamangala Srinivasa A, Billmyre RB, Xu YH, Lange JJ, Sabbarini IM, Du LL, Zanders SE. eLife. 2022;11. doi: 10.7554/eLife.81149. 9. Ontology Development Kit: a toolkit for building, maintaining and standardizing biomedical ontologies. Matentzoglu N, Goutte-Gattat D, Tan SZK, Balhoff JP, Carbon S, Caron AR, Duncan WD, Flack JE, Haendel M, Harris NL, Hogan WR, Hoyt CT, Jackson RC, Kim H, Kir H, Larralde M, McMurry JA, Overton JA, Peters B, Pilgrim C, Stefancsik R, Robb SM, Toro S, Vasilevsky NA, Walls R, Mungall CJ, Osumi-Sutherland D. Database (Oxford). 2022;2022. 10. Lamb-type solution and properties of unsteady Stokes equation. Fouxon I, Leshansky A, Rubinstein B, Or Y. Phys Rev Fluids. 2022;7:094103 doi: 10.1103/PhysRevFluids.7.094103. 11. An anti-inflammatory activation sequence governs macrophage transcriptional dynamics during tissue injury in zebrafish. Denans N, Tran NTT, Swall ME, Diaz DC, Blanck J, Piotrowski T. Nat Commun. 2022;13:5356 doi: 10.1038/s41467-022-33015-3. 12. Protocol to detect RNAs from tissue sections in mice using Y-branched probe in-situ hybridization. Wu Y, Yu CR. STAR Protoc. 2022;3:101686 doi: 10.1016/j.xpro.2022.101686. 13. A freeze-substitution approach with solvent-based glyoxal fixative to prevent distortion of ocular structures. Pang J, Zhao X, Deng F, Tsuchiya D, Malloy S, Parmely T, Xie T, Wang Y. [published ahead of print September 16 2022]. J Histotechnol. 2022:1-10. 14. Comparative development of limb musculature in phylogenetically and ecologically divergent lizards. Diaz RE, Jr., Taylor-Diaz EA, Trainor PA, Diogo R, Molnar JL. Dev Dyn. 2022:1576-1612. 15. Elevated levels of the methyltransferase SETD2 causes transcription and alternative splicing changes resulting in oncogenic phenotypes. Bhattacharya S, Reddy D, Zhang N, Li H, Workman J. Front Cell Dev Biol. 2022;10:945668 doi: 10.3389/fcell.2022.945668. 16. The Caenorhabditis elegans ASPP homolog APE-1 is a junctional protein phosphatase 1 modulator. Beacham GM, Wei DT, Beyrent E, Zhang Y, Zheng J, Camacho MMK, Florens L, Hollopeter G. Genetics. 2022;222 doi: 10.1093/genetics/iyac102. 17. An apical protein, Pcr2, is required for persistent movement by the human parasite Toxoplasma gondii. Munera Lopez J, Tengganu IF, Liu J, Murray JM, Arias Padilla LF, Zhang Y, Brown PT, Florens L, Hu K. PLoS Pathog. 2022;18:e1010776 doi: 10.1371/journal.ppat.1010776. 18. Dual control of formin-nucleated actin assembly by the chromatin and ER in mouse oocytes. Wang H, Hu J, Yi K, Ma Z, Song X, Lee Y, Kalab P, Bershadsky AD, Miao Y, Li R. [published ahead of print August 19 2022]. Curr Biol. 2022. 19. Dynamic regulation and requirement for ribosomal RNA transcription during mammalian development. Falcon KT, Watt KEN, Dash S, Zhao R, Sakai D, Moore EL, Fitriasari S, Childers M, Sardiu ME, Swanson S, Tsuchiya D, Unruh J, Bugarinovic G, Li L, Shiang R, Achilleos A, Dixon J, Dixon MJ, Trainor PA. Proc Natl Acad Sci U S A. 2022;119:e2116974119 doi: 10.1073/pnas.2116974119. 20. iCodon customizes gene expression based on the codon composition. Diez M, Medina-Munoz SG, Castellano LA, da Silva Pescador G, Wu Q, Bazzini AA. Sci Rep. 2022;12:12126 doi: 10.1038/s41598-022-15526-7. 21. Divergent evolutionary pathways for aggression and territoriality in Astyanax cavefish. Espinasa L, Collins E, Ornelas-Garcia CP, Retaux S, Rohner N, Rutkowski J. Subterranean Biol. 2022;43:169-183. 22. Single-cell transcriptomics and gene-regulatory networks modulated by Wntless in mammalian midline facial formation and clefts. Gu R, Zhang S, Saha SK, Ji Y, Reynolds K, McMahon M, Sun B, Islam M, Trainor PA, Chen Y, Xu Y, Chai Y, Burkart-Waco D, Zhou CJ. [published ahead of print July 4 2022]. Development. 2022. 23. Nucleolin loss of function leads to aberrant Fibroblast Growth Factor signaling and craniofacial anomalies. Dash S, Trainor PA. [published ahead of print June 29 2022]. Development. 2022;149. 24. A nucleation barrier spring-loads the CBM signalosome for binary activation. Rodriguez Gama A, Miller T, Lange JJ, Unruh JR, Halfmann R. eLife. 2022;11:e79826. doi: 10.7554/eLife.79826. 25. Liver-derived cell lines from cavefish Astyanax mexicanus as an in vitro model for studying metabolic adaptation. Krishnan J, Wang Y, Kenzior O, Hassan H, Olsen L, Tsuchiya D, Kenzior A, Peuss R, Xiong S, Wang Y, Zhao C, Rohner N. Sci Rep. 2022;12:10115. doi: 10110.11038/s41598-10022-14507-10110. 26. The architecture and operating mechanism of a cnidarian stinging organelle. Karabulut A, McClain M, Rubinstein B, Sabin KZ, McKinney SA, Gibson MC. Nat Commun. 2022;13:3494. doi: 10.1038/s41467-41022-31090. 27. Molecular characterization of a flatworm Girardia isolate from Guanajuato, Mexico. Duncan EM, Nowotarski SH, Guerrero-Hernandez C, Ross EJ, D'Orazio JA, Clubes de Ciencia Mexico Workshop for Developmental B. [published ahead of print June 17 2022]. Dev Biol 2022. 28. The metabolome of Mexican cavefish shows a convergent signature highlighting sugar, antioxidant, and Ageing-Related metabolites. Medley JK, Persons J, Biswas T, Olsen L, Peuss R, Krishnan J, Xiong S, Rohner N. eLife. 2022;11:e74539. doi: 74510.77554/eLife.74539. 29. Nature of the Poynting Vector Field Singularities in Resonant Light Scattering by Nanoparticles. Tribelsky MI, Rubinstein BY. Nanomaterials (Basel). 2022;12:1878. doi: 1810.3390/nano12111878. 30. Mediator recruits the cohesin loader Scc2 to RNA Pol II transcribed genes and promotes sister chromatid cohesion. Mattingly M, Seidel C, Munoz S, Hao Y, Zhang Y, Wen Z, Florens L, Uhlmann F, Gerton JL. [published ahead of print June 3 2022]. Curr Biol. 2022;32. 31. Island-specific evolution of a sex-primedautosome in a sexual planarian. Guo L, Bloom JS, Dols-Serrate D, Boocock J, Ben-David E, Schubert OT, Kozuma K, Ho K, Warda E, Chui C, Wei Y, Leighton D, Lemus Vergara T, Riutort M, SNCHEZ Alvarado A, Kruglyak L. [published ahead of print June 1 2022]. Nature. 2022;606:329-334.
FORM 990, PART III, LINE 4A - CONT'D	32. The 3' Pol II pausing at replication-dependenthistone genes is regulated by Mediator throughCajal bodies' association with histone locus bodies. Suzuki H, Abe R, Shimada M, Hirose T, Hirose H, Noguchi K, Ike Y, Yasui N, Furugori K, Yamaguchi Y, Toyoda A, Suzuki Y, Yamamoto T, Saitoh N, Sato S, Tomomori-Sato C, Conaway RC, Conaway JW, Takahashi H. Nat Commun. 2022;13:2905. doi: 2910.1038/s41467-41022-30632-w. 33. Hmx gene conservation identifies the origin of vertebrate cranial ganglia. Papadogiannis V, Pennati A, Parker HJ, Rothbacher U, Patthey C, Bronner ME, Shimeld SM. [published ahead of print May 19 2022]. Nature. 2022. 34. Genome-wide analysis of cis-regulatory changes in the metabolic adaptation of cavefish. Krishnan J, Seidel CW, Zhang N, Singh NP, VanCampen J, Peuss R, Xiong S, Kenzior A, Li H, Conaway JW, Rohner N. Nat Genet. 2022;54:684-693. 35. UBAP2/UBAP2L regulate UV-induced ubiquitylation of RNA polymerase II and are the human orthologues of yeast Def1. Herlihy AE, Boeing S, Weems JC, Walker J, Dirac-Svejstrup AB, Lehner MH, Conaway RC, Conaway JW, Svejstrup JQ. DNA Repair (Amst). 2022;115:103343. doi: 103310.101016/j.dnarep.102022.103343. 36. In-depth Satellitome Analyses of 37 Drosophila species illuminate repetitive DNA evolution in the Drosophila genus. de Lima LG, Ruiz-Ruano FJ. Genome Biol Evol. [published ahead of print May 6 2022]. 2022. 37. Robust and sensitive in situ RNA detection method using Yn-situ. Wu Y, Xu W, Yu Z, Wang Y, Yu CR. Cell Rep Methods. 2022;2:100201. doi: 100210.101016/j.crmeth.102022.100201. 38. Lack of VMP1 Impairs Hepatic Lipoprotein Secretion and Promotes Nonalcoholic Steatohepatitis. Jiang X, Fulte S, Deng F, Chen S, Xie Y, Chao X, He XC, Zhang Y, Li T, Li F, McCoin C, Morris EM, Thyfault J, Liu W, Li L, Davidson NO, Ding WX, Ni HM. Lack of VMP1 Impairs Hepatic Lipoprotein Secretion and Promotes Nonalcoholic Steatohepatitis. [Published ahead of print April 23 2022]. J Hepatol. 2022. 39. Maximal Dependence Capturing as a Principle of Sensory Processing. Raj R, Dahlen D, Duyck K, Yu CR. Front Comput Neurosci. 2022;16:857653. 40. Enhanced lipogenesis through Ppary helps cavefish adapt to food scarcity. Xiong S, Wang W, Kenzior A, Olsen L, Krishnan J, Persons J, Medley K, Peuss R, Wang Y, Chen S, Zhang N, Thomas N, Miles JM, SNCHEZ Alvarado A, Rohner N. [published ahead of print April 8 2022]. Curr Biol. 2022. 41. Complete genomic and epigenetic maps of human centromeres. Altemose N, Logsdon GA, Bzikadze AV, Sidhwani P, Langley SA, Caldas GV, Hoyt SJ, Uralsky L, Ryabov FD, Shew CJ, Sauria MEG, Borchers M, Gershman A, Mikheenko A, Shepelev VA, Dvorkina T, Kunyavskaya O, Vollger MR, Rhie A, McCartney AM, Asri M, Lorig-Roach R, Shafin K, Lucas JK, Aganezov S, Olson D, de Lima LG, Potapova T, Hartley GA, Haukness M, Kerpedjiev P, Gusev F, Tigyi K, Brooks S, Young A, Nurk S, Koren S, Salama SR, Paten B, Rogaev EI, Streets A, Karpen GH, Dernburg AF, Sullivan BA, Straight AF, Wheeler TJ, Gerton JL, Eichler EE, Phillippy AM, Timp W, Dennis MY, O'Neill RJ, Zook JM, Schatz MC, Pevzner PA, Diekhans M, Langley CH, Alexandrov IA, Miga KH. [published ahead of print April 1 2022]. Science. 2022;376:eabl4178. 42. From telomere to telomere: The transcriptional and epigenetic state of human repeat elements. Hoyt SJ, Storer JM, Hartley GA, Grady PGS, Gershman A, de Lima LG, Limouse C, Halabian R, Wojenski L, Rodriguez M, Altemose N, Rhie A, Core LJ, Gerton JL, Makalowski W, Olson D, Rosen J, Smit AFA, Straight AF, Vollger MR, Wheeler TJ, Schatz MC, Eichler EE, Phillippy AM, Timp W, Miga KH, O'Neill RJ. [published ahead of print April 1 2022]. Science. 2022;376:eabk3112. 43. Quantitative analysis of nuclear pore complex organization in Schizosaccharomyces pombe. Varberg JM, Unruh JR, Bestul AJ, Khan AA, Jaspersen SL. [published ahead of print April 1 2022]. Life Sci Alliance. 2022;5:e202201423. doi: 10.26508/lsa.XXX-XX-XXXX 44. The complete sequence of a human genome. Nurk S, Koren S, Rhie A, Rautiainen M, Bzikadze AV, Mikheenko A, Vollger MR, Altemose N, Uralsky L, Gershman A, Aganezov S, Hoyt SJ, Diekhans M, Logsdon GA, Alonge M, Antonarakis SE, Borchers M, Bouffard GG, Brooks SY, Caldas GV, Chen NC, Cheng H, Chin CS, Chow W, de Lima LG, Dishuck PC, Durbin R, Dvorkina T, Fiddes IT, Formenti G, Fulton RS, Fungtammasan A, Garrison E, Grady PGS, Graves-Lindsay TA, Hall IM, Hansen NF, Hartley GA, Haukness M, Howe K, Hunkapiller MW, Jain C, Jain M, Jarvis ED, Kerpedjiev P, Kirsche M, Kolmogorov M, Korlach J, Kremitzki M, Li H, Maduro VV, Marschall T, McCartney AM, McDaniel J, Miller DE, Mullikin JC, Myers EW, Olson ND, Paten B, Peluso P, Pevzner PA, Porubsky D, Potapova T, Rogaev EI, Rosenfeld JA, Salzberg SL, Schneider VA, Sedlazeck FJ, Shafin K, Shew CJ, Shumate A, Sims Y, Smit AFA, Soto DC, Sovic I, Storer JM, Streets A, Sullivan BA, Thibaud-Nissen F, Torrance J, Wagner J, Walenz BP, Wenger A, Wood JMD, Xiao C, Yan SM, Young AC, Zarate S, Surti U, McCoy RC, Dennis MY, Alexandrov IA, Gerton JL, O'Neill RJ, Timp W, Zook JM, Schatz MC, Eichler EE, Miga KH, Phillippy AM. Science. 2022;376:44-53. 45. H3K36 methylation and DNA-binding both promote Ioc4 recruitment and Isw1b remodeler function. Li J, Bergmann L, Rafael de Almeida A, Webb KM, Gogol MM, Voigt P, Liu Y, Liang H, Smolle MM. Nucleic Acids Res. 2022;50:2549-2565. 46. Single-cell transcriptome analysis reveals three sequential phases of gene expression during zebrafish sensory hair cell regeneration. Baek S, Tran NTT, Diaz DC, Tsai YY, Acedo JN, Lush ME, Piotrowski T. [published ahead of print March 28 2022]. Dev Cell. 2022;57:1-21. doi: 10.1016/j.devcel.2022.1003.1001. 47. Functional genomics of RAP proteins and their role in mitoribosome regulation in Plasmodium falciparum. Hollin T, Abel S, Falla A, Pasaje CFA, Bhatia A, Hur M, Kirkwood JS, Saraf A, Prudhomme J, de Souza A, Florens L, Niles JC, Le Roch KG. Nat Commun. 2022;13:1275. doi: 1210.1038/s41467-41022-28981-41467. 48. A putative cap binding protein and the methyl phosphate capping enzyme Bin3/MePCE function in telomerase biogenesis. Paez-Moscoso DJ, Ho DV, Pan L, Hildebrand K, Jensen KL, Levy MJ, Florens L, Baumann P. Nat Commun. 2022;13:1067. doi: 1010.1038/s41467-41022-28545-41469. 49. MPTAC links alkylation damage signaling to sterol biosynthesis. Suganuma T, Workman JL. Redox Biol. 2022;51:102270. doi: 102210.101016/j.redox.102022.102270. 50. Cytidine acetylation yields a hypoinflammatory synthetic messenger RNA. Nance KD, Gamage ST, Alam MM, Yang A, Levy MJ, Link CN, Florens L, Washburn MP, Gu S, Oppenheim JJ, Meier JL. Cell Chem Biol. 2022;29:312-320 e317. 51. Hybridization underlies localized trait evolution in cavefish. Moran RL, Jaggard JB, Roback EY, Kenzior A, Rohner N, Kowalko JE, Ornelas-Garcia CP, McGaugh SE, Keene AC. iScience. 2022;25:103778. doi: 103710.101016/j.isci.102022.103778. 52. Cell Sorter Cleaning Practices and Their Impact on Instrument Sterility. Box A, Holmes L, DeLay M, Adams D, Bergeron A, Clise-Dwyer K, Cochran M, del Rio Guerra R, Handley M, Meyer M, Meyer EM, Saluk A, Brundage K. J Biomol Tech (JBT). 2022;33:e2675d2674. doi: 2610.7171/2673fc2671f2675fe.e2675d2674. 53. MOCS2 links nucleotide metabolism to nucleoli function. Suganuma T, Swanson SK, Gogol M, Garrett TJ, Florens L, Workman JL. J Mol Cell Biol. 2022;13:838-840. 54. A High-throughput Automated ELISA Assay for Detection of IgG Antibodies to the SARS-CoV-2 Spike Protein. Conkright-Fincham J, Tomomori-Sato C, McGhee R, Leslie EM, Beucher CJ, Weems LE, Sato S, Redwine WB, Weaver KJ, Miller BD, Delventhal KM, Kary JJ, Koebbe AB, Dean A, Witt JL, Remy LM, Parmely TJ, Zhao C, Wang Y, Conaway JW, Unruh JR. Bio-protocol. 2022;12:e4301. doi: 4310.21769/BioProtoc.24301. 55. Impact of cilia-related genes on mitochondrial dynamics during Drosophila spermatogenesis. Bauerly E, Akiyama T, Staber C, Yi K, Gibson MC. Dev Biol. 2022;482:17-27. 56. Retinoic Acid Deficiency Underlies the Etiology of Midfacial Defects. Wu Y, Kurosaka H, Wang Q, Inubushi T, Nakatsugawa K, Kikuchi M, Ohara H, Tsujimoto T, Natsuyama S, Shida Y, Sandell LL, Trainor PA, Yamashiro T. J Dent Res. 2022:220345211062049. 57. Comprehensive Structure and Functional Adaptations of the Yeast Nuclear Pore Complex. Akey CW, Singh D, Ouch C, Echeverria I, Nudelman I, Varberg JM, Yu Z, Fang F, Shi Y, Wang J, Salzberg D, Song K, Xu C, Gumbart JC, Suslov S, Unruh J, Jaspersen SL, Chait BT, Sali A, Fernandez-Martinez J, Ludtke SJ, Villa E, Rout MP. Cell. 2022;185:361-378 e325.
FORM 990, PART III, LINE 4A - CONT'D	58. Optimized CRISPR-RfxCas13d system for RNA targeting in zebrafish embryos. Hernandez-Huertas L, Kushawah G, Diaz-Moscoso A, Tomas-Gallardo L, Moreno-SNCHEZ I, da Silva Prescador G, Bazzini AA, Moreno-Mateos MA. STAR-Protocol. 2022;3:101058. doi: 10.1016/j.xpro.2021.101058. Reviews, Commentaries, Chapters, Books 1. Casting CRISPR-Cas13d to fish for microprotein functions in animal development. Treichel AJ, Bazzini AA. iScience. 2022;25:105547 doi: 10.1016/j.isci.2022.105547. 2. Nucleolar Organizer Regions as transcription-based scaffolds of nucleolar structure and function. Cockrell AJ, Gerton JL. In: M Kloc, and JZ Kubiak, eds. Nuclear, Chromosomal, and Genomic Architecture in Biology and Medicine. Results and Problems in Cell Differentiation. 2022/11/09 ed; 2022;70:551-580. 3. Guide for collecting and reporting metadata on protocol variables and parameters from slide-based histotechnology assays to enhance reproducibility. Chiriboga L, Callis GM, Wang Y, Chlipala E. J Histotechnol. 2022:132-147. 4. RNA-Responsive gRNAs for Controlling CRISPR Activity: Current Advances, Future Directions, and Potential Applications. Pelea O, Fulga TA, Sauka-Spengler T. CRISPR J. 2022;5:642-659. 5. Drug Resistance and Evolvability in an Emerging Human Fungal Pathogen. Billmyre RB. mBio. 2022:e0187622 doi: 10.1128/mbio.01876-22. 6. Poor eyesight reveals a new vision gene. Biswas T, Krishnan J, Rohner N. eLife. 2022;11 doi: 10.7554/eLife.81520. 7. p57Kip2 indirectly regulates AGM HSCs. Mao X, Li L. Blood. 2022;140:411-412. 8. What can we learn from selfish loci that break Mendel's law? Zanders SE. PLoS Biol. 2022;20:e3001700. doi: 10.1371/journal.pbio.3001700. 9. Standardized annotation of translated open reading frames. Mudge JM, Ruiz-Orera J, Prensner JR, Brunet MA, Calvet F, Jungreis I, Gonzalez JM, Magrane M, Martinez TF, Schulz JF, Yang YT, Alba MM, Aspden JL, Baranov PV, Bazzini AA, Bruford E, Martin MJ, Calviello L, Carvunis AR, Chen J, Couso JP, Deutsch EW, Flicek P, Frankish A, Gerstein M, Hubner N, Ingolia NT, Kellis M, Menschaert G, Moritz RL, Ohler U, Roucou X, Saghatelian A, Weissman JS, van Heesch S. Nat Biotechnol. 2022;40:994-999. 10. Beyond Moco Biosynthesis-Moonlighting Roles of MoaE and MOCS2. Suganuma T. Molecules. 2022;27:3733. doi: 3710.3390/molecules27123733. 11. Diversification and Functional Evolution of HOX Proteins. Singh NP, Krumlauf R. Front Cell Dev Biol. 2022;10:798812. doi: 798810.793389/fcell.792022.798812. 12. Developmental biology is poised to discover altogether new principles in biology in the 21st century. SNCHEZ Alvarado A. Dev Biol. 2022;488:47-53. 13. RNA Polymerases I and III in development and disease. Watt KE, Macintosh J, Bernard G, Trainor PA. [published ahead of print April 16 2022]. Semin Cell Dev Biol. 2022. 14. Split-GFP Complementation to Study the Nuclear Membrane Proteome Using Microscopy. Shelton SN, Smith SE, Jaspersen SL. In: MW Goldberg, ed. Methods Mol Biol 2022/04/13 ed. New York, NY: Humana; 2022;2502 205-213. 15. Heat Therapy Can Improve Hepatic Mitochondrial Function and Glucose Control. Johnson CN, Jensen RS, Von Schulze AT, Geiger PC. [published ahead of print April 9 2022]. Exerc Sport Sci Rev. 2022. 16. Schmidtea happens: Re-establishing the planarian as a model for studying the mechanisms of regeneration. Newmark PA, SNCHEZ Alvarado A. Curr Top Dev Biol. 2022;147:307-344. 17. Cornelia de Lange syndrome and the Cohesin complex: Abstracts from the 9th Biennial Scientific and Educational Virtual Symposium 2020. Oliver C, Groves L, Hansen BD, Salehi M, Kheradmand S, Carrico CS, Caudill P, Mattingly M, Dorsett D, Chea S, Singh VP, Krantz ID, Huisman S, Deardorff MA, Kline AD. Am J Med Genet A. 2022;188A:1005-1014. 18. Standardized Statement for the Ethical Use of Human Cadaveric Tissues in Anatomy Research Papers: Recommendations from Anatomical Journal Editors-in-Chief. Iwanaga J, Singh V, Takeda S, Ogeng'o J, Kim HJ, Morys J, Ravi KS, Ribatti D, Trainor PA, Sanudo JR, Apaydin N, Sharma A, Smith HF, Walocha JA, Hegazy AMS, Duparc F, Paulsen F, Del Sol M, Adds P, Louryan S, Fazan VPS, Boddeti RK, Tubbs RS. Clin Anat. 2022;35:526-528. 19. YTHDF3 as a new player in hematopoietic stem cell regulation. Mao X, Li L. [published ahead of print February 4 2022]. Haematologica. 2022. 20. Superresolution Microscopy for Visualization of Physical Contacts Between Chromosomes at Nanoscale Resolution. Yu Z, Potapova TA. Methods Mol Biol. 2022;2458:359-375. 21. Live Imaging of the Dynamics of Mammalian Neural Crest Cell Migration. Moore EL, Trainor PA. Methods Mol Biol. 2022;2403:263-276. 22. Time to synchronize our clocks: Connecting developmental mechanisms and evolutionary consequences of heterochrony. Dobreva MP, Camacho J, Abzhanov A. J Exp Zool Pt B, Mol Dev Evol. 2022;338:87-106. 23. Transcriptional regulation and implications for controlling Hox gene expression. Afzal Z, Krumlauf R. J Dev Biol. 2022;10:4. doi: 10.3390/jdb10010004. 24. Manipulation of Gene Activity in the Regenerative Model Sea Anemone, Nematostella vectensis. Hill EM, Chen CY, Del Viso F, Ellington LR, He S, Karabulut A, Paulson A, Gibson MC. Methods Mol Biol. 2022;2450:437-465. Competitive Research Grant Funding & Research Awards & Distinctions The ability of Stowers scientists to receive competitively awarded research funding attests to the high level of research productivity present at the Institute. During 2022, Stowers scientists worked with the support of 39 grants and fellowships from the National Institutes of Health, three grants from the National Science Foundation, two fellowships from the National Science Foundation, one award from the Searle Scholars Program, one award from the Pew Charitable Trusts, one grant from the American Cancer Society, one grant from BioNexus KC, one grant from the Hearing Health Foundation, two grants from the University of Kansas Cancer Center, one grant from the American Society for Cell Biology, one fellowship from the Burroughs Wellcome Fund, one fellowship from the Howard Hughes Medical Institute, and one investigator award from the Howard Hughes Medical Institute. Support from new and continuing awards to the Stowers Institute totaled more than $6.3 million in 2022 to supplement income from its endowments. Testifying to the high level of achievement taking place at the Stowers Institute are the awards and honors Stowers members received in 2022: - Jennifer Gerton, Ph.D., received an R01 research grant from the National Institutes of Health. - Paul Kulesa, Ph.D., received an R21 research grant from the National Institutes of Health. - Ariel Bazzini, Ph.D., received an R21 research grant from the National Institutes of Health. - C. Ron Yu, Ph.D., received an R01 research grant renewal from the National Institutes of Health. - Jerry Workman, Ph.D., received an R35 research grant renewal from the National Institutes of Health. - Soma Dash, Ph.D., received a K99/R00 Pathway to Independence Award from the National Institutes of Health. - Jasmin Camacho, Ph.D., received a Hanna H. Gray Fellowship from the Howard Hughes Medical Institute and a postdoctoral diversity enrichment award from the Burroughs Wellcome Fund. - Ansa Cobham, Ph.D., received a grant from the American Society for Cell Biology and a scholarship from the International Federation of Cell Biology. - Kaelan Brennan received an F31 predoctoral fellowship from the National Institutes of Health. - Emma Moore received an F31 predoctoral fellowship from the National Institutes of Health. Independent Research Program Leaders Laboratories Individual scientists at the Stowers Institute perform fundamental biomedical research by studying research organisms, tissues, and cells to understand the molecular mechanisms underlying human health and disease. A comprehensive list of research leaders follows: - Alejandro SNCHEZ Alvarado, Ph.D., Executive Director and Chief Scientific Officer, Priscilla Wood Neaves Endowed Chair in the Biomedical Sciences, and Howard Hughes Medical Institute Investigator, joined the Stowers Institute in 2011 from the University of Utah's School of Medicine, where he held the H.A. & Edna Benning Professorship of Neurobiology and Anatomy. He received a B.S. in molecular biology and chemistry from Vanderbilt University in Nashville, Tennessee, 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 and other research organisms.
FORM 990, PART III, LINE 4A - CONT'D	- Ariel Bazzini, Ph.D., Associate Investigator, joined the Stowers Institute in 2016 from the lab of Antonio J. Giraldez, Ph.D., in the Department of Genetics at Yale University, where he completed a postdoctoral fellowship. Bazzini received his Ph.D. in molecular biology at the University of Buenos Aires, Argentina. For his doctoral dissertation, he studied plant genetics at the Institute of Biotechnology in Argentina's National Institute of Agricultural Technology (INTA). Research focus: the regulation of gene expression in vertebrates. - Jennifer Gerton, Ph.D., Investigator, joined the Stowers Institute in 2002 from a postdoctoral fellowship in the laboratory of Joseph DeRisi, Ph.D., in the Department of Biochemistry and Biophysics at the University of California-San Francisco. 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., Investigator and Dean of the Graduate School, joined the Stowers Institute in 2006 from a Jane Coffin Childs Memorial Fund postdoctoral fellowship with Norbert Perrimon, Ph.D., at Harvard Medical School. 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 fruit fly, sea anemone, and coral development. - Randal Halfmann, Ph.D., Associate 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, Halfmann obtained an independent position at UT Southwestern Medical Center where he was a Sara and Frank McKnight Fellow and received a Director's 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 and Dean Emeritus of the Graduate School, 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. 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. - Robert Krumlauf, Ph.D., Scientific Director Emeritus and Investigator, joined the Stowers Institute in 2000 from England's National Institute for Medical Research, The Ridgeway, Mill Hill, London, where he was head of the Division of Developmental Neurobiology. 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 research organisms. - 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 Leroy Hood, M.D., Ph.D. Li earned his Ph.D. in molecular and cellular biology from New York University Medical School under the mentoring of Edward Ziff, Ph.D. 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. - Tatjana Piotrowski, Ph.D., Investigator, joined the Stowers Institute in 2011 from the University of Utah's School of Medicine, where she was an associate professor in the Department of Neurobiology and Anatomy. She received her master's degree from the University of 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 research system. - Nicolas Rohner, Ph.D., Associate Investigator, joined the Stowers Institute in 2015 from Harvard Medical School, where he was a postdoctoral fellow in the laboratory of Cliff Tabin, Ph.D. Rohner 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 kingdom's tremendous diversity in morphology, physiology, and behavior. - Tatjana Sauka-Spengler, Ph.D., Investigator, joined the Stowers Institute in 2022 from the Weatherall Institute of Molecular Medicine at the University of Oxford, United Kingdom, where she continues to hold a professor position. Sauka-Spengler earned a Ph.D. in physics and a Ph.D. in biology from the University of Paris and completed postdoctoral training in the lab of Marianne Bronner, Ph.D., at the California Institute of Technology. Research focus: decoding the gene regulatory networks involved in cell function of the neural crest, heart, and nervous system to uncover the mechanisms underpinning inflammation and regeneration and how they have evolved. - Kausik Si, Ph.D., Scientific Director and Investigator, joined the Stowers Institute in 2005 from the laboratory of Eric Kandel, M.D., at Columbia University Center for Neurobiology and Behavior where he was a Jane Coffin Childs Fellow and a Francis Goelet Fellow in Neuroscience. 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. Trainor has a Ph.D. in developmental biology from Children's Medical Research Institute at the University of Sydney, Australia. Research focus: investigation of the interactions between distinct tissues in the body and their regulation during normal development to reveal pathways that regulate normal cranial and facial development. - Jerry Workman, Ph.D., Investigator, joined the Stowers Institute in 2003 from the Pennsylvania State University where he held the Paul Berg Professorship of Biochemistry and was an Associate Investigator of the Howard Hughes Medical Institute. Workman earned a Ph.D. in cell and molecular biology from the University of Michigan and completed postdoctoral training at the Rockefeller University with Bob Roeder, Ph.D. Research focus: study of the protein complexes that modify chromatin. - C. Ron Yu, Ph.D., Investigator, joined the Stowers Institute in 2005 from the laboratory of Richard Axel, M.D., 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. 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. - SaraH Zanders, Ph.D., Associate Investigator and Vice Dean of the Graduate School, joined the Stowers Institute in 2016 after completion of her postdoctoral training in basic sciences at the Fred Hutchinson Cancer Research Center (Fred Hutch) with support from a Pathway to Independence Award from the National Institutes of Health. Fred Hutch faculty members Harmit S. Malik, Ph.D., and Gerry Smith, Ph.D., advised her research on fertility, genome evolution, and the origin of new species. Zanders received her Ph.D. in genetics and development from Cornell University. Research focus: the effects of genetic conflicts caused by selfish genes that are embedded in eukaryotic genomes. - Julia Zeitlinger, Ph.D., Investigator, joined the Stowers Institute in 2007 from the lab of Richard Young, Ph.D., 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. Zeitlinger earned a Ph.D. in molecular biology from the European Molecular Biology Laboratory in Heidelberg, Germany. Research focus: analysis of the gene regulatory networks underlying cellular differentiation.
FORM 990, PART VI, SECTION A, LINE 2	JONATHAN THOMAS, RICHARD W. BROWN, DAVID A. WELTE, BRENT KREIDER, CHARLES GERMAN, ALBERZINE FREEMAN, AND ALEJANDRO SNCHEZ ALVARADO, ALL DIRECTORS OF SIMR, HAVE A BUSINESS RELATIONSHIP. JONATHAN THOMAS, RICHARD W. BROWN, CHARLES GERMAN, BRENT KREIDER, AND ALBERZINE FREEMAN, DIRECTORS OF SIMR, AND PENNY SPENCE, OFFICER OF SIMR, HAVE A BUSINESS RELATIONSHIP. RICHARD W. BROWN, CHARLES GERMAN, GEORGE L. SATTERLEE AND BRENT KREIDER, DIRECTORS OF SIMR, AND PENNY SPENCE, OFFICER OF SIMR, HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE DATA AND INFORMATION NECESSARY TO PREPARE SIMR'S FORM 990 WAS COMPILED BY SIMR'S ACCOUNTING DEPARTMENT AND THEN REVIEWED BY THE INSTITUTE'S TAX ATTORNEY AT BRYAN CAVE LEIGHTON PAISNER, LLP. FORVIS, LLP, THE INSTITUTE'S EXTERNAL TAX PREPARERS, USED 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, SECTION B, LINE 12C	SIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND ALL OTHER PERSONS 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. PER THE POLICY, THE BOARD THEN REVIEWS THE DISCLOSURE TO DETERMINE WHETHER A CONFLICT EXISTS. AFTER THE COVERED PERSON MAKES THE RELEVANT DISCLOSURE, THEY ARE RECUSED AND MAY NOT PARTICIPATE IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. SIMR CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO ENSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE.
FORM 990, PART VI, SECTION B, LINE 15A	THE COMPENSATION FOR ALEJANDRO SNCHEZ ALVARADO, CHIEF SCIENTIFIC OFFICER, WAS ESTABLISHED PURSUANT TO THE PROCEDURES OF TREAS. REG. SECTION 53.4958-6, INCLUDING (1) REVIEW AND APPROVAL BY SIMR'S 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 2021.
FORM 990, PART VI, SECTION B, LINE 15B	THE COMPENSATION FOR KAUSIK SI, SCIENTIFIC DIRECTOR, WAS ESTABLISHED PURSUANT TO THE PROCEDURES OF TREAS. REG. SECTION 53.4958-6, INCLUDING (1) REVIEW AND APPROVAL BY SIMR'S 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 2021.
FORM 990, PART VI, SECTION C, LINE 19	SIMR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION B	SIMR RECEIVES INVESTMENT MANAGEMENT SERVICES FROM AMERICAN CENTURY INVESTMENTS ("ACI"). ACI IS A WHOLLY OWNED SUBSIDIARY OF AMERICAN CENTURY COMPANIES, INC. ("ACCI"). IN SELECTING ACI TO MANAGE ITS LIQUID INVESTMENTS, SIMR NOT ONLY CHOSE A HIGH-QUALITY MUTUAL FUND COMPANY WITH AN OUTSTANDING TRACK RECORD, BUT ALSO PLACED ITS LIQUID INVESTMENTS IN A COMPANY IN WHICH IT OWNS STOCK AND RECEIVES DIVIDENDS. SIMR PAYS ACI THE SAME ADMINISTRATIVE FEES FOR THESE SERVICES AS ANY ARMS-LENGTH INVESTOR. THOSE INVESTMENT FEES FOR A SHARED INVESTMENT POOL ARE PAID BY ITS SUPPORTING ORGANIZATION, STOWERS RESOURCE MANAGEMENT.
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS INCLUDE THE FOLLOWING: UNCOLLECTIBLE GRANTS ($ 88,967) GRANTS RECEIVABLES AND OTHER RECEIVABLES CONSIST PRIMARILY OF AMOUNTS DUE FROM FEDERAL AND OTHER GRANT FUNDING AGENCIES ON A COST-REIMBURSABLE BASIS AND FROM OTHER NONPROFIT ORGANIZATIONS THAT REIMBURSE THE INSTITUTE PRIMARILY FOR COLLABORATION EXPENSES OR PROVIDE CONTRIBUTION TO THE INSTITUTE. BASED ON HISTORICAL EXPERIENCE, THESE RECEIVABLES ARE PAID IN FULL ON A TIMELY BASIS. HOWEVER, BASED ON REVIEW OF OUTSTANDING RECEIVABLES AND EXISTING CONDITIONS, AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND BAD DEBT & COLLECTION FEES ACCOUNTS WERE ESTABLISHED IN 2022 FOR $88,967.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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)	12A, I	SIMR	Yes
(2)STOWERS RESOURCE MANAGEMENTINC 1000 EAST 50TH STREET KANSAS CITY,MO64110 41-2186719	SUPPORT ORG	DE	501(C)(3)	12A, I	SIMR	Yes
(3)BIOMED VALLEY CORPORATION 1000 EAST 50TH STREET KANSAS CITY,MO64110 74-3238244	SUPPORT ORG	DE	501(C)(3)	12A, 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 1000 EAST 50TH STREET KANSAS CITY,MO64110 46-4588696	EDUCATION	MO	501(C)(3)	2	SIMR	Yes
(7)STOWERS INVESTMENT HOLDING CORPORATION 1000 EAST 50TH STREET KANSAS CITY,MO64110 92-0365628	TITLE HOLDING	DE	501(C)(2)	N/A	SRMSPI	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) BIOMED VALLEY DISCOVERIESINC 4435 MAIN ST SUITE 550 KANSAS CITY,MO64111 06-1646533	SEE PART VII	DE	BVC	C CORP	0	0		Yes

Schedule R (Form 990) 2021

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

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

Yes

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(iii	1,004,358	MARKET VALUE
(2) BIOMED VALLEY DISCOVERIES INC	A(iv)	15,757	MARKET VALUE
(3) STOWERS RESOURCE MANAGEMENT INC	C	43,000,000	MARKET VALUE
(4) STOWERS REAL ESTATE HOLDING CORP	K	2,230,551	MARKET VALUE
(5) STOWERS RESOURCE MANAGEMENT INC	P	28,961,361	COST REIMB.
(6) THE GRADUATE SCHOOL OF SIMR	P	824,164	COST REIMB.
(7) BIOMED VALLEY DISCOVERIES INC	P	84,823	COST REIMB.
(8) BIOMED VALLEY DISCOVERIES INC	Q	75,370	COST REIMB.
(9) THE GRADUATE SCHOOL OF SIMR	R	1,980,105	MARKET VALUE

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
SCHEDULE R, PART II, LINE (5), COLUMN B	STOWERS POLICY INSTITUTE INC'S. ("SPI") PRIMARY ACTIVITY IS TO PROMOTE INNOVATIVE AND ETHICAL BIOMEDICAL RESEARCH, THERAPIES AND CURES, AND TO ADVOCATE FOR A POLITICAL, ECONOMIC AND SOCIAL ENVIRONMENT THAT ADVANCES, FACILITATES, AND PROTECTS THAT RESEARCH AND THOSE THERAPIES AND CURES.
SCHEDULE R, PART IV, LINE (1), COLUMN B	BIOMED VALLEY DISCOVERIES, INC.'S ("BVD") PRIMARY ACTIVITY IS THE DEVELOPMENT AND MARKETING OF SCIENTIFIC DISCOVERIES. BIOMED VALLEY CORPORATION ("BVC") IS THE 100% OWNER OF BVD STOCK.
SCHEDULE R, PART V, LINE 2 (1) BVD	TYPE A, SIMR RECEIVES ROYALTY PAYMENTS FROM BVD PURSUANT TO AN AMENDED AND RESTATED DISCOVERY DEVELOPMENT AGREEMENT DATED JULY 30, 2013. THESE ROYALTY PAYMENTS DO NOT CONSTITUTE GROSS INCOME DERIVED FROM AN UNRELATED TRADE OR BUSINESS UNDER SECTION 512(B)(13). THE ACTIVITY OF BVD WOULD NOT HAVE BEEN UNRELATED BUSINESS INCOME IF BVD WERE EXEMPT UNDER SECTION 501(C)(3) AND HAD THE SAME EXEMPT PURPOSE AS SIMR.
SCHEDULE R, PART V, LINE 2 (2) BVD	TYPE A, SIMR RECEIVES SUBLEASE PAYMENTS FROM BVD BASED ON COST FOR LESS THAN 300 SQ FT OF SPACE FOR A LIMITED USE PURPOSE. THE ACTIVITY OF BVD WOULD NOT HAVE BEEN UBTI IF BVD WERE EXEMPT UNDER 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).
SCHEDULE R, PART V, LINE 2, (3) SRM	TYPE C, SRM PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
SCHEDULE R, PART V, LINE 2, (4) SREHC	TYPE K, SIMR ENTERED INTO A LEASE EFFECTIVE JANUARY 1, 2009 WITH 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 A PROVISION FOR ADDITIONAL OPTION YEARS FOR A 280,000 SQUARE FEET BUILDING. SIMR'S LEASE PAYMENTS TO SREHC IN 2022 TOTAL $2,230,551.
SCHEDULE R, PART V, LINE 2, (5) SRM	TYPE P, SIMR REIMBURSED SRM FOR COSTS ASSOCIATED WITH SRM'S ADMINISTRATIVE AND SUPPORT SERVICES PROVIDED TO SIMR. SRM IS A SUPPORTING ORGANIZATION TO SIMR.
SCHEDULE R, PART V, LINE 2, (6) GSSIMR	TYPE P, SIMR REIMBURSED GSSIMR FOR CERTAIN STUDENT EXPENSES INCURRED DURING TIME SPENT IN SIMR LABS.
SCHEDULE R, PART V, LINE 2, (7) BVD	TYPE P, SIMR REIMBURSED BVD FOR SERVICES ON THE SERVICE COST METHOD.
SCHEDULE R, PART V, LINE 2, (8) BVD	TYPE Q, BVD REIMBURSED SIMR FOR SERVICES ON THE SERVICE COST METHOD.
SCHEDULE R, PART V, LINE 2, (9) GSSIMR	TYPE R, EACH ACADEMIC YEAR, SIMR PROVIDES GSSIMR WITH AN APPROPRIATION PURSUANT TO AN AMOUNT AGREED UPON BY SIMR AND GSSIMR. SIMR PROVIDES GSSIMR THE PER CAPITA APPROPRIATION OF $1,710,000 AND SUPPLEMENTAL APPROPRIATION OF $270,105 FOR THE TOTAL $1,980,105 IN 2022.
SCHEDULE R, PART V, LINE 2, (10)	ALL OTHER TRANSACTIONS FOR LINE 1 WERE BETWEEN 501(C)(3) PUBLIC CHARITIES AND BELOW REPORTING THRESHOLDS.

Schedule R (Form 990) 2021

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	3
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	350
6	Total number of volunteers (estimate if necessary) .............	6	3
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	114,696,909	49,795,383
9	Program service revenue (Part VIII, line 2g) .........	180,125	182,534
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	408,606	-2,315,054
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,081,979	1,086,518
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	116,367,619	48,749,381
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,711,992	5,000
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)	34,852,680	33,685,967
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)....	51,811,290	57,302,661
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	89,375,962	90,993,628
19	Revenue less expenses. Subtract line 18 from line 12.......	26,991,657	-42,244,247
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	238,524,295	209,016,203
21	Total liabilities (Part X, line 26).............	17,906,527	31,698,886
22	Net assets or fund balances. Subtract line 21 from line 20.....	220,617,768	177,317,317

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 53,234,152 including grants of $ 5,000 ) (Revenue $ 182,534 )
	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 expenses53,234,152

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,507,136	5,594,506	2,765,842

1a	Federated campaigns..		1a	0
b	Membership dues..		1b	0
c	Fundraising events..		1c	0
d	Related organizations		1d	43,100,000
e	Government grants (contributions)		1e	5,973,731

f	All other contributions, gifts, grants, and similar amounts not included above		1f	721,652

g	Noncash contributions included in lines 1a - 1f:$		1g	43,124,000

h Total. Add lines 1a-1f.......		49,795,383

		Business Code
2a	COLLABORATION FEE FROM HHMI 501(C)(3)	900099	182,534	182,534
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		182,534

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,213,977			1,213,977
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			1,024,358			1,024,358
		(ii) Personal	(i) Real
6a	Gross rents		15,757	6a
b	Less: rental expenses		15,757	6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	200,199	89,010,656	7a
b	Less: cost or other basis and sales expenses	140,553	92,599,253	7b
c	Gain or (loss)	59,646	-3,588,597	7c
d	Net gain or (loss).........			-3,529,031			-3,529,031
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	OTHER REBATES & REVENUE		900099	62,160			62,160
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			62,160
12	Total revenue. See instructions.....			48,749,381	182,534	0	-1,228,536

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,000	5,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	1,032,517	929,265	103,252	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	815,278	733,750	81,528	0
7	Other salaries and wages........	23,621,461	21,259,315	2,362,146	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,846,434	2,561,791	284,643	0
9	Other employee benefits .......	4,044,468	3,640,021	404,447	0
10	Payroll taxes ...........	1,325,809	1,193,228	132,581	0
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	18,255	0	18,255	0
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	1,488	0	1,488	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	502,858	452,572	50,286	0
12	Advertising and promotion ....	0
13	Office expenses .......	119,775	107,797	11,978	0
14	Information technology ......	308,696	277,826	30,870	0
15	Royalties ..	511,180	511,180	0	0
16	Occupancy ...........	2,407,929	2,167,136	240,793	0
17	Travel ............	1,027,977	925,179	102,798	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	551,649	496,484	55,165	0
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	9,163,217	9,163,217	0	0
23	Insurance ...	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	COST-SHARING W/RELATED ORG	33,788,313	0	33,788,313	0
b	LAB SUPPLIES	6,011,891	6,011,891	0	0
c	PER CAPITA APPROP. TO GSSIMR	1,980,105	1,980,105	0	0
d	NON-CAPITAL EQUIPMENT	298,623	268,760	29,863	0
e	All other expenses	610,705	549,635	61,070
25	Total functional expenses. Add lines 1 through 24e	90,993,628	53,234,152	37,759,476	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 .........			1,719,818	2	1,190,317
3	Pledges and grants receivable, net ......			716,699	3	683,709
4	Accounts receivable, net .............			0	4	0
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			2,336	8	2,739
9	Prepaid expenses and deferred charges ......			463,248	9	281,518
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	345,809,317
b	Less: accumulated depreciation	10b	212,355,132	127,914,982	10c	133,454,185
11	Investments—publicly traded securities .			106,646,203	11	57,510,459
12	Investments—other securities. See Part IV, line 11 .....			812,438	12	2,560,138
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 ...........			248,571	15	13,333,138
16	Total assets. Add lines 1 through 15 (must equal line 33)...			238,524,295	16	209,016,203

17	Accounts payable and accrued expenses .....	8,749,176	17	8,183,834
18	Grants payable ...	0	18	0
19	Deferred revenue .........	416,231	19	311,214
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		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	8,741,120	25	23,203,838
26	Total liabilities. Add lines 17 through 25..	17,906,527	26	31,698,886

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	220,358,046	27	176,888,078
28	Net assets with donor restrictions ...........	259,722	28	429,239
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	220,617,768	32	177,317,317
33	Total liabilities and net assets/fund balances ........	238,524,295	33	209,016,203