TIN:
SCHEDULE A
(Form 990)
Department of the Treasury
Internal Revenue Service
(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.
Attach to Form 990 or Form 990-EZ. Go to
www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Inspection
Name of the organization
STOWERS INSTITUTE FOR MEDICAL RESEARCH
Employer identification number
20-2993509
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.)
1
A church, convention of churches, or association of churches described in
section 170(b)(1)(A)(i).
2
A school described in
section 170(b)(1)(A)(ii).
(Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in
section 170(b)(1)(A)(iii).
4
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
,KS
5
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.)
6
A federal, state, or local government or governmental unit described in
section 170(b)(1)(A)(v).
7
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.)
8
A community trust described in
section 170(b)(1)(A)(vi). (Complete Part II.)
9
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:
10
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.)
11
12
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.
a
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.
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.
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.
d
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.
e
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.
f
Enter the number of supported organizations
...............................
g
Provide the following information about the supported organization(s).
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023
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.)
(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.)
| Calendar year
(or fiscal year beginning in)
|
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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. | ||||||
| Calendar year
(or fiscal year beginning in)
|
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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 | ||||||
12
12
13
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
........................................
Section C. Computation of Public Support
Percentage
14
14
15
15
16a
33 1/3% support test—2023.
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 .......................
and stop here. The organization qualifies as a publicly supported organization .......................
b
33 1/3% support test—2022.
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 .....................
box and stop here. The organization qualifies as a publicly supported organization .....................
17a
10%-facts-and-circumstances test—2023.
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
............
b
10%-facts-and-circumstances test—2022.
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
............
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and
see
instructions .....................................................
instructions .....................................................
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023
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.)
(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.)
| Calendar year (or fiscal
year beginning in) |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.) | ||||||
| Calendar year
(or fiscal year beginning in)
|
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.).. | ||||||
14
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.................................................
Section C. Computation of Public
Support Percentage
15
15
16
16
Section D. Computation of
Investment Income Percentage
17
17
18
18
19a
33 1/3% support
tests-2023.
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
.......
b
33
1/3
% support tests—2022.
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
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
....
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023
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
No
1
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.
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.
1
2
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).
2
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
If "Yes," answer lines 3b and 3c below.
3a
b
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.
3b
c
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.
3c
4a
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.
4a
b
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.
4b
c
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.
4c
5a
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).
5a
b
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?
5b
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
6
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.
6
7
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) .
7
8
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).
8
9a
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.
9a
b
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.
9b
c
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.
9c
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
b
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) 2023
Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
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
b
A family member of a person described on 11a above?
11b
c
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
No
1
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.
1
2
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.
2
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
2
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).
2
3
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.
3
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year
(see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
b
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.
2b
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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.
3a
b
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.
3b
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust
on Nov. 20, 1970 (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 | ||||
7
Check here if the current year is the organization's first as a non-functionally-integrated Type
III supporting organization (see instructions)
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023
Page 7
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
Schedule A (Form 990) (2023)
Schedule A (Form 990) 2023
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 MEDICAL RESEARCH HOSPITAL AFFILIATION | Cooperation Agreements and Collaborations Since October 2000, the Stowers Institute has maintained a cooperative relationship and agreement with Children's Mercy Kansas City. 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 June 30, 2024, five KUMC students have received M.S. degrees and 52 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. During July 2023 - June 2024, 14 Stowers research program leaders served as adjunct faculty in three KUMC departments. These appointments included 10 full professors, three associate professors, and one assistant professor. Thirty of the Stowers Institute's 48 original research publications included both Stowers Institute and KUMC affiliations. Seven KUMC students performed predoctoral research in Stowers labs. 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 foundational, 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 57 centers in the United States. During July 2023 - June 2024, 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. During July 2023 - June 2024, 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 enters into remission. The collaboration builds on foundational research from the Li Lab that has characterized cancer stem cells at molecular and cellular levels, has produced peer-reviewed scientific publications, and is related to a Children's Mercy clinical research study. Li and Roy Jensen, M.D., Vice Chancellor and Director of the University of Kansas Cancer Center, coauthored the Cancer Hallmarks Review, "Understanding and Overcoming Immunosuppression Shaped by Cancer Stem Cells," published July 1, 2023, in Cancer Research. During July 2023 - June 2024, the Stowers Institute conducted research in conjunction with the private, nonprofit Marine Biological Laboratory (MBL), an affiliate of the University of Chicago located in Woods Hole, Massachusetts. Since 1888, the MBL has hosted thousands of researchers, students, and faculty from all over the world to fulfill its mission of scientific discovery by exploring fundamental biology, understanding biodiversity and the environment, and informing the human condition through research and education. Since 2022, a Lease Agreement with the MBL provides the Stowers Institute a dedicated, year-round laboratory on the MBL campus and access to services and resources such as shared research and equipment rooms, a shared microscopy facility, and the Marine Resources Center, a highly advanced facility for maintaining, culturing, and providing aquatic organisms. During July 2023 - June 2024, Stowers Institute scientists collaborated with researchers at 126 national and 75 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 during July 2023 - June 2024: Albert Einstein College of Medicine; Baylor College of Medicine; Boston Children's Hospital; Boston University Chobanian and Avedisian School of Medicine; Burrell College of Osteopathic Medicine; Children's Mercy Kansas City; Cincinnati Children's Hospital Medical Center; College of Osteopathic Medicine at New York Institute of Technology; Columbia University Irving Medical Center; Dana-Farber Cancer Institute; Duke University School of Medicine; Fred Hutchinson Cancer Center; George Washington University School of Medicine and Health Sciences; Harvard Medical School; Icahn School of Medicine at Mount Sinai; Indiana University School of Medicine; Jacobs School of Medicine and Biomedical Sciences; Johns Hopkins University School of Medicine; Louisiana State University Health Sciences Center - New Orleans; Northwestern University Feinberg School of Medicine; Oregon Health and Science University School of Medicine; Rush University Medical Center; Stanford University School of Medicine; Texas Tech University Health Sciences Center El Paso; UConn Health; University of California, Los Angeles David Geffen School of Medicine; University of California, San Francisco School of Medicine; University of Colorado Anschutz Medical Campus; University of Iowa Carver College of Medicine; University of Kansas Cancer Center; University of Kansas Medical Center; University of Miami Miller School of Medicine; University of Michigan Medical School; University of Missouri - Kansas City School of Medicine; University of Nebraska Medical Center; University of North Texas Health Science Center; University of Pittsburgh Cancer Institute; University of Southern California Keck School of Medicine; University of Tennessee Health Science Center; University of Texas Health - San Antonio; University of Texas MD Anderson Cancer Center; University of Texas Southwestern Medical Center; University of Utah School of Medicine; University of Washington School of Medicine; Virginia Commonwealth University School of Medicine; Washington University School of Medicine in St. Louis; and Yale School of Medicine. 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. |
| Schedule A, Part I, Line 4 MEDICAL RESEARCH HOSPITAL AFFILIATION - CONT'D | 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, University of Southern California Keck School of Medicine, Baylor College of Medicine, and Sunnybrook Research Institute in 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 damaged or 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 reproductive aging: In collaboration with researchers from Northwestern University Feinberg School of Medicine, the Gerton Lab performed medical research on the molecular origins of female reproductive aging, which impacts fertility, endocrine function, and overall health. The goal of this work is to examine genomic instability in the egg as a driver of the aging ovarian innate immune response. This project provides a novel paradigm for female reproductive aging, a major reproductive transition. This research is supported in part by an NIH grant from the Eunice Kennedy Shriver National Institute of Child Health and Human Development. Joint medical research on genetic variants underlying rare diseases in children: In collaboration with researchers from Children's Mercy Kansas City, the Trainor Lab performed medical research on the utilization of a pediatric genetic data repository to guide the development of scalable cell-based systems capable of identifying genetic variants and profiling the molecular consequences of disease-associated variants in pediatric rare diseases. A primary goal of this research is to build a first-of-its-kind platform to accelerate the process of translating the clinical detection of birth defect-associated genetic variants into meaningful and potentially actionable diagnoses. This research is supported in part by an NIH grant from the Eunice Kennedy Shriver National Institute of Child Health and Human Development and a grant from BioNexus KC. Joint medical research on brain structure and nerve cell circuitry underlying odor perception: In collaboration with researchers from the University of Texas Southwestern Medical Center and Cornell University, the Yu Lab performed medical research to identify the key anatomical structures and responses in the brain that are responsible for odor perception. This project uses genetic approaches to perturb and label individual components of the mouse olfactory system with the goal of correlating nerve cell responses to odor-guided behaviors. This research aims to provide a comprehensive understanding of normal and pathological function of the nervous systems. This research is supported in part by an NIH grant from the National Institute on Deafness and Other Communication Disorders. The associated original research protocol, "Identification and Localization of Cell Types in the Mouse Olfactory Bulb Using Slide-SeqV2," was published September 10, 2023, in Methods in Molecular Biology. |
Schedule A (Form 990) 2023
Additional Data
| Software ID: | 23017437 |
| Software Version: | 2023v6.0 |