TY 2024 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)
(1) ALEJANDRO SNCHEZ ALVARADO...................................................................... DIR/PRESIDENT/CHIEF SCIENTIFIC OFFICER	40.0 ................. 4.0	X	X		1,094,951	0	839,779
(2) CHARLES GERMAN...................................................................... DIRECTOR/SECRETARY	2.0 ................. 47.0	X	X		0	1,165,721	80,585
(3) JONATHAN THOMAS...................................................................... DIRECTOR/CHAIR BEGINNING OF SERVICE 3/24/25	2.0 ................. 15.0	X	X		0	0	0
(4) RICHARD W BROWN...................................................................... DIRECTOR/CHAIR DECEASED 3/27/25	2.0 ................. 47.0	X	X		0	3,103,954	102,383
(5) ALBERZINE FREEMAN...................................................................... DIRECTOR	2.0 ................. 4.0	X			0	0	0
(6) BRENT KREIDER...................................................................... DIRECTOR	2.0 ................. 42.0	X			0	787,292	91,449
(7) DAVID A WELTE...................................................................... DIRECTOR	2.0 ................. 7.0	X			0	0	0
(8) GEORGE L SATTERLEE...................................................................... DIRECTOR	2.0 ................. 40.0	X			0	518,670	84,947
(9) KAUSIK SI...................................................................... DIRECTOR	40.0 ................. 2.0	X			780,244	0	241,908
(10) BRIAN SLAUGHTER...................................................................... VP OF SCIENTIFIC OPERATIONS	40.0 ................. 0.0		X		337,739	0	86,285
(11) PENNY M SPENCE...................................................................... CFO THRU 4/8/2025	2.0 ................. 49.0		X		0	753,782	79,650
(12) JENNIFER GERTON...................................................................... INVESTIGATOR	40.0 ................. 2.0			X	396,972	0	87,876
(13) JERRY L WORKMAN...................................................................... INVESTIGATOR	40.0 ................. 0.0			X	359,953	0	80,748
(14) MATTHEW C GIBSON...................................................................... INVESTIGATOR	40.0 ................. 8.0			X	407,200	0	238,318
(15) R SCOTT HAWLEY...................................................................... INVESTIGATOR DECEASED 1/31/25	40.0 ................. 0.0			X	360,706	0	76,835
(16) ROBERT E KRUMLAUF...................................................................... SCIENTIFIC DIRECTOR EMERITUS	40.0 ................. 0.0			X	1,859,563	0	82,041

(A) Name and business address	(B) Description of services	(C) Compensation
ELECTRICAL CORPORATION OF AMERICA PO BOX 18070 RAYTOWN,MO64133	Electrical Services	719,885
UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER DALLAS,TX75390	Collaboration Expense	253,068
CORNELL UNIVERSITY DIV OF FINANCIAL AFFAIRS ITHACA,NY14851	Collaboration Expense	217,312
P1 CONSTRUCTION LLC 13605 W 96TH TERR LENEXA,KS66215	Construction Services	185,998

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 4

- 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.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2024

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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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, 2025, five KUMC students have received M.S. degrees and 53 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 2024 - June 2025, 15 Stowers research program leaders served as adjunct faculty in three KUMC departments. These appointments included 11 full professors and four assistant professors. Thirty-five of the Stowers Institute's 54 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 2024 - June 2025, eight Stowers research program leaders were members of the University of Kansas Cancer Center's Cancer Biology Research Program, including Stowers Investigator Linheng Li, Ph.D., who serves as co-leader of the program. During July 2024 - June 2025, 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. During July 2024 - June 2025, 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 2024 - June 2025, Stowers Institute scientists collaborated with researchers at 164 national and 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 and research institutions, pursuant to an understanding to maintain continuing close cooperation in the active conduct of medical research during July 2024 - June 2025: Boston Children's Hospital; Boston University; Carnegie Institution for Science; Carnegie Mellon University; Children's Mercy Hospital; Children's Mercy Research Institute; City of Hope National Medical Center; Clemson University; Cleveland Clinic; Cornell University; Duke University Medical Center; Florida Atlantic University; Fred Hutchinson Cancer Center; Harvard Medical School; Howard Hughes Medical Institute; Icahn School of Medicine at Mount Sinai; Johns Hopkins University; Kansas University Medical Center; Lehigh University; Loyola University Chicago; Massachusetts Institute of Technology; MD Anderson Cancer Center; Memorial Sloan Kettering Cancer Center; Morgridge Institute for Research; Murdoch Children's Research Institute; New York University; North Carolina Central University; Northwestern University; Northwestern University Feinberg School of Medicine; Oregon Health Sciences University; Oregon National Primate Research Center; Penn State University; Philadelphia University; Rice University; San Diego Biomedical Research Institute; Stony Brook University; Texas A&M University; The Broad Institute of MIT and Harvard; The Children's Hospital of Philadelphia; The Jackson Laboratory for Genomic Medicine; Ohio State University School of Medicine; Rockefeller University; University at Albany; University of California, Berkeley; University of California, Irvine; University of California, Riverside; University of California, San Diego; University of California, Santa Barbara; University of California, Santa Cruz; University of Colorado Anschutz Medical Campus; University of Colorado Boulder; University of Connecticut; University of Georgia; University of Kansas; University of Kansas Medical Center; University of Kentucky; University of Louisville; University of Maryland; University of Miami; University of Michigan; University of Minnesota; University of Missouri; University of Missouri-Kansas City; University of New Hampshire; University of Pennsylvania; University of Pittsburgh; University of Southern California; University of Tennessee Health Science Center; University of Washington; University of Washington and Seattle Children's Hospital; University of Washington School of Medicine; University of Wisconsin-Madison; University of Wisconsin-Madison School of Medicine and Public Health; Washington University School of Medicine; Washington University St. Louis School of Medicine; Westlake University; Yale School of Medicine; Yale School of Public Health.

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, 2025, five KUMC students have received M.S. degrees and 53 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 2024 - June 2025, 15 Stowers research program leaders served as adjunct faculty in three KUMC departments. These appointments included 11 full professors and four assistant professors. Thirty-five of the Stowers Institute's 54 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 2024 - June 2025, eight Stowers research program leaders were members of the University of Kansas Cancer Center's Cancer Biology Research Program, including Stowers Investigator Linheng Li, Ph.D., who serves as co-leader of the program. During July 2024 - June 2025, 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. During July 2024 - June 2025, 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 2024 - June 2025, Stowers Institute scientists collaborated with researchers at 164 national and 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 and research institutions, pursuant to an understanding to maintain continuing close cooperation in the active conduct of medical research during July 2024 - June 2025: Boston Children's Hospital; Boston University; Carnegie Institution for Science; Carnegie Mellon University; Children's Mercy Hospital; Children's Mercy Research Institute; City of Hope National Medical Center; Clemson University; Cleveland Clinic; Cornell University; Duke University Medical Center; Florida Atlantic University; Fred Hutchinson Cancer Center; Harvard Medical School; Howard Hughes Medical Institute; Icahn School of Medicine at Mount Sinai; Johns Hopkins University; Kansas University Medical Center; Lehigh University; Loyola University Chicago; Massachusetts Institute of Technology; MD Anderson Cancer Center; Memorial Sloan Kettering Cancer Center; Morgridge Institute for Research; Murdoch Children's Research Institute; New York University; North Carolina Central University; Northwestern University; Northwestern University Feinberg School of Medicine; Oregon Health Sciences University; Oregon National Primate Research Center; Penn State University; Philadelphia University; Rice University; San Diego Biomedical Research Institute; Stony Brook University; Texas A&M University; The Broad Institute of MIT and Harvard; The Children's Hospital of Philadelphia; The Jackson Laboratory for Genomic Medicine; Ohio State University School of Medicine; Rockefeller University; University at Albany; University of California, Berkeley; University of California, Irvine; University of California, Riverside; University of California, San Diego; University of California, Santa Barbara; University of California, Santa Cruz; University of Colorado Anschutz Medical Campus; University of Colorado Boulder; University of Connecticut; University of Georgia; University of Kansas; University of Kansas Medical Center; University of Kentucky; University of Louisville; University of Maryland; University of Miami; University of Michigan; University of Minnesota; University of Missouri; University of Missouri-Kansas City; University of New Hampshire; University of Pennsylvania; University of Pittsburgh; University of Southern California; University of Tennessee Health Science Center; University of Washington; University of Washington and Seattle Children's Hospital; University of Washington School of Medicine; University of Wisconsin-Madison; University of Wisconsin-Madison School of Medicine and Public Health; Washington University School of Medicine; Washington University St. Louis School of Medicine; Westlake University; Yale School of Medicine; Yale School of Public Health.

Schedule A (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

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 ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization STOWERS INSTITUTE FOR MEDICAL RESEARCH

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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 ....	257,094	270,078	429,239	259,722	209,007
b	Contributions ...	199,303	70,285	1,000	266,944	61,060
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	258,224	83,269	160,161	97,427	10,345
f	Administrative expenses ....
g	End of year balance ......	198,173	257,094	270,078	429,239	259,722

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

0 %

Term endowment right arrow

100 %

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 ....	239,638,498	147,235,743	92,402,755
c	Leasehold improvements
d	Equipment ....	98,957,978	74,605,394	24,352,584
e	Other .....	1,171,519	0	1,171,519
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				121,326,858

Schedule D (Form 990) (Rev. 1-2025)

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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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
Federal Income Taxes
ADVANCES FROM AFFILIATES	3,891,867
PAYABLE TO GSSIMR
COMPENSATION EXCISE TAX	719,480
OPERATING LEASE LIABILITY	199,751
DEFERRED COMP LIABILITY	4,048,085



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	8,859,183
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) (Rev. 1-2025)

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	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
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	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	0

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	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	0
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	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	0

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 Intended uses of endowment funds

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 (ASC 740) footnote

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
STOWERS INSTITUTE FOR MEDICAL RESEARCH

Employer identification number
20-2993509

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) STOWERS REAL ESTATE HOLDING CORPORATION 1000 EAST 50TH STREET KANSAS CITY,MO64110	26-1472230	501(C)(2)		83,105	NET BOOK VALUE	LEASEHOLD IMPROVEMENTS	SIMR PROVIDED SREHC, A RELATED PARTY AS DISCLOSED IN SCHEDULE R, WITH LEASEHOLD IMPROVEMENTS TO ASSIST IN SREHC'S EXEMPT PURPOSE.

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

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

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

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

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

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

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

Return Reference	Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	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. THE SUPPORT INCLUDES, BUT IS NOT LIMITED TO DISTRIBUTING LEASEHOLD IMPROVEMENTS TO SREHC IN FUTHERANCE OF ITS EXEMPT PURPOSE. SREHC IS A RELATED TAX-EXEMPT ORGANIZATION OF SIMR, AS DESCRIBED IN SCHEDULE R, PART II.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

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) (Rev. 1-2025)

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)
1ALEJANDRO SNCHEZ ALVARADO DIR/PRESIDENT/CHIEF SCIENTIFIC OFFICER	(i) (ii)	1,041,927 ------------- 0	0 ------------- 0	53,024 ------------- 0	771,447 ------------- 0	68,332 ------------- 0	1,934,730 ------------- 0	0 ------------- 0
2RICHARD W BROWN DIRECTOR/CHAIR DECEASED 3/27/25	(i) (ii)	0 ------------- 3,054,433	0 ------------- 0	0 ------------- 49,521	0 ------------- 51,750	0 ------------- 50,633	0 ------------- 3,206,337	0 ------------- 0
3CHARLES GERMAN DIRECTOR/SECRETARY	(i) (ii)	0 ------------- 1,146,011	0 ------------- 0	0 ------------- 19,710	0 ------------- 51,750	0 ------------- 28,835	0 ------------- 1,246,306	0 ------------- 0
4KAUSIK SI DIRECTOR	(i) (ii)	777,922 ------------- 0	0 ------------- 0	2,322 ------------- 0	203,265 ------------- 0	38,643 ------------- 0	1,022,152 ------------- 0	0 ------------- 0
5BRENT KREIDER DIRECTOR	(i) (ii)	0 ------------- 773,792	0 ------------- 0	0 ------------- 13,500	0 ------------- 51,750	0 ------------- 39,699	0 ------------- 878,741	0 ------------- 0
6GEORGE L SATTERLEE DIRECTOR	(i) (ii)	0 ------------- 515,106	0 ------------- 0	0 ------------- 3,564	0 ------------- 51,750	0 ------------- 33,197	0 ------------- 603,617	0 ------------- 0
7PENNY M SPENCE CFO THRU 4/8/2025	(i) (ii)	0 ------------- 752,972	0 ------------- 0	0 ------------- 810	0 ------------- 51,750	0 ------------- 27,900	0 ------------- 833,432	0 ------------- 0
8BRIAN SLAUGHTER VP OF SCIENTIFIC OPERATIONS	(i) (ii)	336,929 ------------- 0	0 ------------- 0	810 ------------- 0	51,462 ------------- 0	34,823 ------------- 0	424,024 ------------- 0	0 ------------- 0
9MATTHEW C GIBSON INVESTIGATOR	(i) (ii)	385,417 ------------- 0	0 ------------- 0	21,783 ------------- 0	203,265 ------------- 0	35,053 ------------- 0	645,518 ------------- 0	0 ------------- 0
10ROBERT E KRUMLAUF SCIENTIFIC DIRECTOR EMERITUS	(i) (ii)	355,160 ------------- 0	0 ------------- 0	1,504,403 ------------- 0	51,750 ------------- 0	30,291 ------------- 0	1,941,604 ------------- 0	0 ------------- 0
11JERRY L WORKMAN INVESTIGATOR	(i) (ii)	355,762 ------------- 0	0 ------------- 0	4,191 ------------- 0	51,750 ------------- 0	28,998 ------------- 0	440,701 ------------- 0	0 ------------- 0
12R SCOTT HAWLEY INVESTIGATOR DECEASED 1/31/25	(i) (ii)	355,762 ------------- 0	0 ------------- 0	4,944 ------------- 0	51,750 ------------- 0	25,085 ------------- 0	437,541 ------------- 0	0 ------------- 0
13JENNIFER GERTON INVESTIGATOR	(i) (ii)	342,650 ------------- 0	0 ------------- 0	54,322 ------------- 0	51,750 ------------- 0	36,126 ------------- 0	484,848 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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 First-class or charter travel	SIMR PAID FOR FIRST-CLASS TRAVEL FOR JERRY WORKMAN IN ONE INSTANCE. THIS INDIVIDUAL WAS NOT TAXED ON THE BENEFIT SINCE THE TRAVEL WAS FOR BUSINESS PURPOSES.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	SIMR HAS A WRITTEN EMPLOYMENT AGREEMENT WITH ALEJANDRO SANCHEZ ALVARADO, WHICH PROVISIONS INCLUDE REIMBURSEMENT FOR PROFESSIONAL AND SOCIAL CLUB DUES. ALL TAXABLE BENEFITS ARE TREATED AS COMPENSATION TO THE RECEIPIENT.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The following individuals participated in a supplemental nonqualified retirement plan ALEJANDRO SANCHEZ ALVARADO - ACCRUAL OF $719,697 AND $0 DISTRIBUTION. KAUSIK SI - ACCRUAL OF $151,515 AND $0 DISTRIBUTION. MATTHEW C. GIBSON - ACCRUAL OF $151,515 AND $0 DISTRIBUTION.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization	SIMR MADE A PAYMENT OF $1,501,313 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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

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) (Rev. 1-2025)

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	336,551	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 SANCHEZ 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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

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

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

STOWERS INSTITUTE FOR MEDICAL RESEARCH

Employer identification number

20-2993509

Part I

Types of Property

	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	2	93,000,000	Market value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
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) (2024)

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 - Number of Contributions	The amounts shown in Part I, Column (B) for "Number of Contributions" represents the total number of contributions.

Schedule M (Form 990) (2024)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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 4a PROGRAM SERVICE DESCRIPTION	July 2024 - June 2025 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 and multidisciplinary research addressing biological questions that will provide novel insights and long-term solutions to human diseases. The Stowers Institute conducts fundamental biomedical research aimed at advancing our understanding of the intricate molecular and cellular mechanisms that govern life. By investigating genes, proteins, and biological processes, scientists at the Stowers Institute explore how cells proliferate, differentiate into various tissues and organs, regenerate, and undergo programmed cell death. This comprehensive approach to studying cellular and organismal biology provides crucial insights into the underlying causes of numerous diseases, including cancer, birth defects, and neurodegenerative disorders. Historically, such foundational research has proven to be the cornerstone for developing novel therapeutic strategies, preventive measures, and potential cures for a wide range of human ailments. The Institute's commitment to foundational research not only advances scientific knowledge but also lays the groundwork for future medical breakthroughs that can significantly impact human health. July 2024 - June 2025 Notable Research Results During July 2024 - July 2025, Stowers Institute research teams made discoveries meriting publication in leading peer-reviewed scientific journals - 54 original research papers in all. Stowers Institute research teams also produced 11 other publications including reviews, commentaries, book chapters, and books. Some of the highlights among these papers and other advances involving Stowers Institute research include the following: The Bazzini Lab discovered strategies for how dengue and hundreds of other viruses replicate in their hosts, with the potential to aid in developing novel antiviral treatments and vaccines. Published in Molecular Systems Biology on July 22, 2024, the study revealed that the dengue virus genome uses less efficient codons than its host to make its own proteins using the host's machinery to replicate and spread. The Sanchez Alvarado Lab unveiled a critical timing factor involved in regulating regeneration. Published in iScience on September 20, 2024, the study sought to understand exactly how an organism knows how much tissue has been lost post-injury. The team investigated how African killifish properly regrow their tail fin following damage. By analyzing tissue dynamics during regrowth, they found that in addition to known factors, including how many cells are participating and where they are located, the length of time cells spend engaged in the repair process is also key. Research from the Piotrowski lab uncovered a process cued by environmental changes that drives zebrafish sensory organ development, a mechanism with the potential to provide resilience to climate change. Published in Development on October 22, 2024, the study discovered how precursor cells to neuromast ionocytes can sense specific components in their surroundings that cause them to mature. These ions are key components that transmit electrical signals and regulate water pressure within and between cells, tissues, and organs. Most animals' body mass largely consists of water, making these ion-sensing cells important. A study from the Zanders lab revealed how the lethal pathogenic fungus, Cryptococcus neoformans, thrives, allowing them to identify potential novel therapeutic targets for treatment. Published in PLoS BIOLOGY on June 5, 2025, the study refined a genetic tool to identify which genes in C. neoformans are essential for its survival. Importantly, the research team uncovered more than 1,400 required genes, including more than 300 that share no similarity with human genes, making them promising targets for new antifungal drugs with reduced risks for side effects. Comprehensive Lists of Original Research Papers, Reviews, Commentaries, Chapters, and Books Published July 2024 - June 2025 Original Research Papers 1. RAP proteins regulate apicoplast noncoding RNA processing in Plasmodium falciparum. Hollin T, Chahine Z, Abel S, Banks C, Pasaje CFA, Lenz T, Prudhomme J, Ybanez CM, Abbaszadeh AS, Niles JC, Florens L, Le Roch KG. Cell Reports. 2025 Jun 27; j.celrep.2025.115928 2. Embryology 2024: a summer like no other. Abshire KM, Dagher L, Espinoza F, Gupta A, Hammond JE, Lion AT, Merkuri F, Miao Y, Neiro J, Pahima M, Prabhakara C, Sonpho EK, Styfhals R, Trani Bustos M, Zimmer F. Development. 2025 Jun 1; 152. 3. Multinucleated giant cells are hallmarks of ovarian aging with unique immune and degradation-associated molecular signatures. Converse A, Perry MJ, Dipali SS, Isola JVV, Kelly EB, Varberg JM, Zelinski MB, Stout MB, Pritchard MT, Duncan FE. PloS Biology. 2025 Jun 23; 10.1242/dev.204908. 4. Landscape of essential growth and fluconazole-resistance genes in the human fungal pathogen Cryptococcus neoformans. Billmyre RB, Craig CJ, Lyon JW, Reichardt C, Kuhn AM, Eickbush MT, Zanders SE. PloS Biology. 2025 May 22; e3003184. 5. Analysis of FAIMS for the study of affinity-purified protein complexes using the orbitrap ascend tribrid mass spectrometer. Goswami P, Cesare J, Rekowski MJ, Clark Z, Thornton J, Washburn MP. Molecular Omics. 2025 May 20. 6. ZNF574 is a Quality Control Factor for Defective Ribosome Biogenesis Intermediates. Akers JF, LaScola M, Bothe A, Suh H, Jung C, Stolp ZD, Ghosh T, Yan LL, Wang Y, Macurak M, Devan A, McKinney MC, Grismer TS, Reyes AV, Ross EJ, Hu T, Xu S-L, Ban N, Kostova KK. Molecular Cell. 2025 May 7. 7. Autonomous follicle quality control mechanisms: Innate immune signaling capabilities of granulosa cells. Hashim PH, Perry MJ, Pritchard MT, Gerton JL, Duncan FE. Reproduction. 2025 May 1; 169: e250042. 8. An atypical basement membrane forms a midline barrier during left-right asymmetric gut development in the chicken embryo. Demler C, Lawlor JC, Yelin R, Llivichuzcha-Loja D, Shaulov L, Kim D, Stewart M, Lee FK, Shylo N, Trainor PA, Schultheiss TM, Kurpios NA. eLife. 2025 April 29. 9. Bottom-up reconstruction of functional death fold signalosomes reveals a requirement for polymer stability and avidity. Lichtenstein MA, Cao F, Lobnow F, Dirvanskyte P, Weyhenmeyer D, Kulesza A, Ziska E, Halfmann R, Taylor MJ. Science. 2025 April 24. 10. Pre-oviposition development of the brown anole (Anolis sagrei). Weberling A, Shylo NA, Kircher BK, Wilson H, McClain M, Marchini M, Starr K, Sanger T, Hollfelder F, Trainor P. Developmental Dynamics. 2025 April 17. 11. Reproductive Adaptation of Astyanax mexicanus Under Nutrient Limitation. Xia F, Santacruz A, Wu D, Bertho S, Fritz E, Morales-Sosa P, McKinney S, Nowotarski SH, Rohner N. Developmental Biology. 2025 April 14. 12. Complete sequencing of ape genomes. Yoo D, Rhie A, Hebbar P, Antonacci F, Logsdon GA, Solar SJ, Antipov D, Pickett BD, Safonova Y, Montinaro F, Luo Y, Malukiewicz J, Storer JM, Lin J, Sequeira AN, Mangan RJ, Hickey G, Monfort Anez G, Balachandran P, Bankevich A, Beck CR, Biddanda A, Borchers M, Bouffard GG, Brannan E, Brooks SY, Carbone L, Carrel L, Chan AP, Crawford J, Diekhans M, Engelbrecht E, Feschotte C, Formenti G, Garcia GH, de Gennaro L, Gilbert D, Green RE, Guarracino A, Gupta I, Haddad D, Han J, Harris RS, Hartley GA, Harvey WT, Hiller M, Hoekzema K, Houck ML, Jeong H, Kamali K, Kellis M, Kille B, Lee C, Lee Y, Lees W, Lewis AP, Li Q, Loftus M, Loh YHE, Loucks H, Ma J, Mao Y, Martinez JFI, Masterson P, McCoy RC, McGrath B, McKinney S, Meyer BS, Miga KH, Mohanty SK, Munson KM, Pal K, Pennell M, Pevzner PA, Porubsky D, Potapova T, Ringeling FR, Rocha JL, Ryder OA, Sacco S, Saha S, Sasaki T, Schatz MC, Schork NJ, Shanks C, Smeds L, Son DR, Steiner C, Sweeten AP, Tassia MG, Thibaud-Nissen F, Torres-Gonzalez E, Trivedi M, Wei W, Wertz J, Yang M, Zhang P, Zhang S, Zhang Y, Zhang Z, Zhao SA, Zhu Y, Jarvis ED, Gerton JL, Rivas-Gonzalez I, Paten B, Szpiech ZA, Huber CD, Lenz TL, Konkel MK, Yi SV, Canzar S, Watson CT, Sudmant PH, Molloy E, Garrison E, Lowe CB, Ventura M, O'Neill RJ, Koren S, Makova KD, Phillippy AM, Eichler EE. Nature. 2025 April 10; 641-8062. 13. Interpreting regulatory mechanisms of Hippo signaling through a deep learning sequence model. Dalal K, McAnany C, Weilert M, McKinney MC, Krueger S, Zeitlinger J. Cell Genomics; 5: 100821. 14. Investigating the Aggregation and Prionogenic Properties of Human Cancer-Related Proteins. Goncharoff D, Du Z, Venkatesan S, Cho B, Zhao J, Alasady MJ, Huey D, Ma H, Rosenthal J, Turenitsa A, Feldman C, Halfmann R, Mendillo ML, Li L. Molecular and Cellular Biology. 2025 March 31; 45:154.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	15. Identification and characterization of short-chain dehydrogenase/reductase 3 (DHRS3) deficiency, a retinoic acid embryopathy of humans. Hashimoto As, Yu J, Williams C, Zueckert-Gaudenz K, Varshosaz P, Zhao R, Pilli N, Liu TY, Russell J, Tooze RS, Twigg SRF, Banka S, Sweeney EW, McGowan SJ, Knight SJL, Taylor JC, Froukh TJ, Palafoll MIV, Martinez-Gil N, Costa-Roger M, Villarreal-Molina MT, Hernandez EL, Jamra RA, Gattermann F, Koch-Hogrebe M, Wieczorek D, Trainor PA, Moise AR, Wilkie AOM, Kane MA. Genetics in Medicine. 2025 March 29; 3: 103427. 16. Enhanced RNA-targeting CRISPR-Cas technology in zebrafish. Moreno-Sanchez I, Hernandez-Huertas L, Nahon-Cano D, Gomez-Marin C, Martinez-Garcia PM, Treichel AJ, Tomas-Gallardo L, da Silva Pescador G, Kushawah G, Diaz-Moscoso A, Cano-Ruiz A, Walker JA, 2nd, Munoz MJ, Holden K, Galceran J, Nieto MA, Bazzini A, Moreno-Mateos MA. Nature Communications. 2025 March 17. 17. Differentially expressed miRNAs offer new perspective into cave adaptation of Astyanax mexicanus. Biswas T, Rajendran N, Hassan H, Li H, Zhao C, Rohner N. Annual New York Academy of Science. 2025 March 14. 18. Highly Optimized Simulation of Atomic Resolution Cell-Like Protein Environment. Tytarenko AM, Singh A, Ambati VK, Copeland MM, Kundrotas PJ, Halfmann R, Kasyanov PO, Feinberg EA, Vakser IA. Journal of Physical Chemistry B. 2025 March 13; 129. 19. Chromatin remodeling protein BPTF mediates chromatin accessibility at gene promoters in planarian stem cells. Verma P, Allen JM, Sanchez Alvarado A, Duncan EM. BMC Genomics. 2025 March 12; 26. 20. Cell extrusion drives neural crest cell delamination. Moore E, Wood C, Zhao R, McKinney C, Yi K, Trainor P. Proceedings of the National Academy of Sciences U.S.A. 2025 March 10; 122: e2416566122. 21. Patterns of crossover distribution in Drosophila mauritiana necessitate a re-thinking of the centromere effect on crossing over. Hawley RS, Price A, Li H, Jagannathan M, Staber C, Hughes SE, Williams S, Perera A, Egidy RR, Lawlor A, Miller DE, Blumenstiel JP. Genetics. 2025 March 7. 22. Comparative analysis of neural crest development in the chick and mouse. Morrison JA, Pushel I, McLennan R, McKinney MC, Gogol MM, Scott A, Krumlauf R, Kulesa PM. Developmental Biology. 2025 March 1; 519. 23. DCLK1-mediated regulation of invadopodia dynamics and matrix metalloproteinase trafficking drives invasive progression in head and neck squamous cell carcinoma. Arnold L, Yap M, Farrokhian N, Jackson L, Barry M, Ly T, Arjunan P, Kaczorowski-Worthley A, Tews C, Pandey A, Morrison A, Washburn MP, Standing D, Gomez JP, Yellapu NK, Johnson D, Li L, Umar S, Anant S, Thomas SM. Molecular Cancer. 2025 Feb 25; 24. 24. Functional and evolutionary constraints of wtf killer meiotic drivers. Nidamangala Srinivasa A, Campell S, Venkatesan S, Nuckolls NL, Lange JJ, Halfmann R, Zanders S. PloS Genetics. 2025 Feb 18; 21: e1011534. 25. Population genomics of premature termination codons in cavefish with substantial trait loss. Roback EY, Ferrufino E, Moran RL, Shennard D, Mulliniks C, Gallop J, Weagley J, Miller J, Fily Y, Ornelas-Garcia CP, Rohner N, Kowalko JE, McGaugh SE. Mol Biol Evol. 2025 Feb 3; 42. 26. Real-time imaging reveals a role for macrophage protrusive motility in melanoma invasion. Ramakrishnan G, Miskolci V, Hunter M, Giese MA, Munch D, Hou Y, Eliceiri KW, Lasarev MR, White RM, Huttenlocher A. Journal of Cell Biology. 2025 Feb 3; 224. 27. SNORD113-114 cluster maintains haematopoietic stem cell self-renewal via orchestrating the translation machinery. Wang H, Zhang Z, Han C, Jiang P, Xu J, Han Y, Huang D, Li J, Zhou J, Durnin M, Chen S, Liu Y, Sheng J, Cao J, Liu J, Liu B, Yu J, Wang F, Qian P. Nature Cell Biology. 2025 Feb 1; 27. 28. Oogenesis involves a novel nuclear envelop remodeling mechanism in Schmidtea mediterranea. Guo L, Guo F, Zhang S, Zeng A, Yi K, McClain M, Kuhn CD, Parmely T, Sanchez Alvarado AS. Developmental Biology. 2025 Jan 23; 520. 29. Optimized smFISH Pipeline for Studying Nascent Transcription in Mouse Embryonic Tissue Samples. Afzal Z, Krumlauf R. Methods of Molecular Biology. 2025 Jan 2; 2889. 30. Torque-driven superparamagnetic microbots. Morozov KI, Zusmanovich D, Rubinstein B, Leshansky A. Physics of Fluids. 2025 Jan 2; 37: 12017. 31. Molecular, Cellular, and Developmental Organization of the Mouse Vomeronasal organ at Single Cell Resolution. Hills M, Jr., Ma L, Fang A, Chiremba T, Malloy S, Scott A, Perera A, Yu CR. eLife. 2024 Dec 11. 32. PfMORC protein regulates chromatin accessibility and transcriptional repression in the human malaria parasite, Plasmodium falciparum. Chahine Z, Gupta M, Lenz T, Hollin T, Abel S, Banks C, Saraf A, Prudhomme J, Bhanvadia S, Florens L, Le Roch KG. eLife. 2024 Dec 5. 33. Postprandial sleep in short-sleeping Mexican cavefish. Gallman K, Rastogi A, North O, O'Gorman M, Hutton P, Lloyd E, Warren W, Kowalko JE, Duboue ER, Rohner N, Keene AC. Journal of Experimental Zoology. Part A, Ecological and Integrative Physiology. 2024 Dec 2; 341. 34. Co-option of the trichome-forming network initiated the evolution of a morphological novelty in the evolution of a morphological novelty in Drosophila eugracilis. Rice, G. Current Biology. 2024 Nov 18; 34. 35. A powerful and versatile new fixation protocol for immunostaining and in situ hybridization that preserves delicate tissues. Guerrero-Hernandez C, Doddihal V, Mann FG, Jr., Sanchez Alvarado A. BMC Biology. 2025 Nov 5; 22. 36. C G composition in transposon-derived genes is increased in FXD with perturbed immune system. Suganuma T, Hassan H, Gogol M, Workman J. NAR Molecular Medicine. 2024 Oct 28; 1: ugae015. 37. Codon optimality influences homeostatic gene expression in zebrafish. DeVore, M. L. G3 (Bethesda). 2024 Oct 24. 38. Protein profiling of zebrafish embryos unmasks regulatory layers during early embryogenesis. da Silva Pescador G, Baia Amaral D, Varberg JM, Zhang Y, Hao Y, Florens L, Bazzini AA. Cell Reports. 2024 Oct 22; 43: 114769. 39. Distinct regions within SAP25 recruit O-linked glycosylation, DNA demethylation, and ubiquitin ligase and hydrolase activities to the Sin3/HDAC complex. Goswami P, Banks CAS, Thornton J, Bengs B, Sardiu ME, Florens L, Washburn MP. Journal of Proteome Researcg. 2024 Oct 22. 40. DYRK1A Interacts with the Tuberous Sclerosis Complex and Promotes mTORC1 Activity. Wang, P. eLife. 2024 Oct 22. 41. Chromatin remodeller Chd7 is developmentally regulated in the neural crest by tissue-specific transcription factors. Williams, R. M. PloS Biology. 2024 Oct 18; 22. 42. Environmental and molecular control of tissue-specific ionocyte differentiation in zebrafish. Peloggia, J. Development. 2024 Oct 15; 151: dev202809. 43. Zika virus non-coding RNAs antagonize antiviral responses by PKR-mediated translational arrest. Pallares HM, Gonzalez Lopez Ledesma MM, Oviedo-Rouco S, Castellano LA, Costa Navarro GS, Fernandez-Alvarez AJ, Dreiz MJ, Aldas-Bulos VD, Alvarez DE, Bazzini AA, Gamarnik AV. Nucleic Acids Research. 2024 Oct 14; 52. 44. Poly (A) binding protein 2 is critical for stem cell differentiation during regeneration in the planarian Schmidtea mediterranea. Mukundan N, Hariharan N, Sasidharan V, Lakshmanan V, Palakodeti D, Jamora C. Frontiers in Cell and Developmental Biology. 2024 Oct 8; 12. 45. A kalihinol analog disrupts apicoplast function and vesicular trafficking in P. falciparum malaria. Chahine Z, Abel S, Hollin T, Chung JH, Barnes GL, Daub ME, Renard I, Choi JY, Pratap V, Pal A, Alba-Argomaniz M, Banks C, Kirkwood J, Saraf A, Camino I, Castaneda P, Cuevas MC, De Mercado-Arnanz J, Fernandez-Alvaro E, Garcia-Perez A, Ibarz N, Viera-Morilla S, Prudhomme J, Joyner CJ, Bei AK, Florens L, Ben Mamoun C, Vanderwal CD, Le Roch KG. Science. 2024 Sept 27; 385: eadm7966. 46. Positional information modulates transient regeneration-activated cell states during vertebrate appendage regeneration. Ortega Granillo, A. iScience. 2024 Sept 20; 27: 110737. 47. Sugar assimilation underlying dietary evolution of Neotropical bats. Camacho J, Bernal-Rivera A, Pena V, Morales-Sosa P, Robb SMC, Russell J, Yi K, Wang Y, Tsuchiya D, Murillo-Garcia OE, Rohner N. Nature Ecology and Evolution. 2024 Aug 31; 8. 48. The deubiquitinase Usp7 in Drosophila melanogaster is required for synaptonemal complex maintenance. Lake, C. M. Proceedings of the National Academy of Sciences U.S.A. 2024 Aug 27; 121: e2409346121. 49. An Integrated Structural Model of the DNA Damage Responsive H3K4me3 Binding WDR76:SPIN1 Complex with the Nucleosome. Liu X, Zhang Y, Wen Z, Hao Y, Banks CAS, Cesar J, Bhattacharya S, Arvidekar S, Lange JJ, Xie Y, Garcia BA, Slaughter BD, Unruh JR, Viswanath S, Florens L, Workman J, Washburn MP. Proceedings of the National Academy of Sciences U.S.A. 2024 Aug 13; 121: e2318501121.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	50. Plasticity of the mitotic spindle in response to karyotype variation. Kunchala P, Varberg JM, O'Toole E, Gardner J, Smith SE, McClain M, Jaspersen SL, Hawley RS, Gerton JL. Current Biology. 2025 Aug 5. 51. Two decades on: Special issue on olfaction celebrating Axel and Buck's Nobel Prize. Forni PE, Yu CR. Genesis. 2024 Jul 26; 62: e23613. 52. Dengue virus preferentially uses human and mosquito non-optimal codons. Castellano LA, McNamara RJ, Pallares HM, Gamarnik AV, Alvarez DE, Bazzini AA. Molecular System Biology. 2024 Jul 23. 53. Regulators of rDNA array morphology in fission yeast. Cockrell AJ, Lange JJ, Wood C, Mattingly M, McCroskey SM, Bradford WD, Conkright-Fincham J, Weems L, Guo MS, Gerton JL. PLoS Genetics. 2024 Jul 5; 20: e1011331. 54. Quartz Crystal Microbalance Frequency Response to Discrete Adsorbates in Liquids. Leshansky AM, Rubinstein BY, Fouxon I, Johannsmann D, Sadowska M, Adamczyk Z. Analytical Chemistry. 2024 Jul 2; 96. Reviews, Commentaries, Chapters, Books 1. Multinucleated giant cells are hallmarks of ovarian aging with unique immune and degradation-associated molecular signatures. Converse A, Perry MJ, Dipali SS, Isola JVV, Kelly EB, Varberg JM, Zelinski MB, Stout MB, Pritchard MT, Duncan FE. PloS Biology. 2025 Jun 23; e3003204. 2. From conservation to adaptation: Understanding the Synaptonemal Complex's evolutionary dynamics. Williams S, Hawley RS. Current Opinions in Genetics and Development. 2025 Apr 16. 3. The ever-diversifying landscape of intra-genomic conflict. Levine MT, Zanders SE. Seminars in Cell Development and Biology. 2025 Mar 28. 4. The Society for Craniofacial Genetics and Developmental Biology 47th Annual Meeting. Trainor PA, Cox TC, Clouthier DE, Fantauzzo KA, Harris MP, Jeong J, Stottmann RW, Merrill AE. American Journal of Medical Genetics A. 2025 Mar 17. 5. Signaling by co-operative higher-order assembly formation: linking evidence at molecular and cellular levels. Kobe B, Nanson JD, Hoad M, Blumenthal A, Gambin Y, Sierecki E, Stacey KJ, Ve T, Halfmann R. Biochemistry Journal. 2025 Mar 5. 6. NCR peptides in plant-bacterial symbiosis: applications and importance. Guerra-Garcia FJ, Sankari S. Trends in Microbiology. 2025 Feb 3. 7. Killer meiotic drive executed by a single two-state poison-antidote protein. Zanders S, Smith GR. Proceedings of the National Academy of Sciences U.S.A. 2024 Dec 2. 8. The Stacking Cell Puzzle. Mir, M. Patterns. 2024 Sept 13. 9. Ribosomes unraveled: The path from variant to impact. Kostos P, Galligos A, Gerton JL. Cell Genomics. 2024 Sept 13. 10. Establishing Primary and Stable Cell Lines from Frozen Wing Biopsies for Cellular, Physiological, and Genetic Studies in Bats. Deng F, Morales-Sosa P, Bernal-Rivera A, Wang Y, Tsuchiya D, Javier JE, Rohner N, Zhao C, Camacho J. Current Protocols. 2024 Sept 4. 11. Unveiling the Role of Soil Microbes in Herbicide Degradation and Crop Protection. Sankari, S. Molecular and Plant-Microbe Interactions. 2024 Jul 29. Competitive Research Grant Funding & Research Awards ions The ability of Stowers Institute scientists to receive competitively awarded research funding attests to the high level of research productivity taking place at the Institute. During July 2024 - June 2025, Stowers Institute scientists worked with the support of 30 grants and fellowships from the National Institutes of Health, one fellowship from the National Science Foundation, one grant from the Hearing Health Foundation, one fellowship from the Burroughs Wellcome Fund, one grant from BioNexus KC, two fellowships from the Howard Hughes Medical Institute, one grant from the Chan Zuckerberg Initiative, one grant from the Swiss National Science Foundation, one grant from the Leverhulme Trust, one fellowship from the American Society of Hematology, one fellowship from the Helen Hay Whitney Foundation, one fellowship from Klingenstein Philanthropies, one fellowship from Jane Coffin Childs Memorial Fund, one fellowship from the Marine Biological Laboratory, one fellowship from the Institute of Molecular Genetics of the Czech Academy of Sciences, and three grants from the University of Kansas Cancer Center. Support from new and continuing awards to the Stowers Institute totaled more than $6.3 million during July 2024 - June 2025 to supplement income from its endowments. Students are also encouraged to apply for fellowships where eligible. Our grants office provides guidance on fellowship deadlines and eligibility requirements and assists in preparation and submission. Testifying to the high level of achievement taking place at the Stowers Institute are the awards and honors Stowers Institute members received during July 2024 - June 2025: - Anna Galligos, received a 2024 National Institutes of Health Predoctoral Fellowship NRSA (F31) - Leo Yan, PhD, received a 2024 Jane Coffin Childs (JCC) Memorial Fund Fellowship - Blanka Mrazkova, PhD, received a 2024 Institute of Molecular Genetics of the Czech Academy of Sciences (IMG) Fellowship - Neet zel, PhD, received a 2024 Klingenstein-Simons Fellowship Award in Neuroscience - Jorge Moreno, PhD, received a 2025 Helen Hay Whitney Foundation Fellowship - Ekasit Sonpho, PhD, received a 2025 Marine Biological Laboratory Whitman Fellowship Award - Riley Galton, PhD, received a 2025 Howard Hughes Medical Institute Hanna H. Gray Fellowship - Laurence Florens, PhD, received a 2025 National Institutes of Health R01 subaward in collaboration with Karine Le Roch at University of California Riverside - Laurence Florens, PhD, received a 2025 National Institutes of Health R01 subaward in collaboration with Ke Hu at Arizona State University - Jerry Workman, PhD, was elected to the National Academy of Sciences in 2025 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 principal investigators from July 2024 to June 2025 follows: - Alejandro Sanchez Alvarado, Ph.D., President and Chief Scientific Officer, 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. Sanchez Alvarado was appointed as a Howard Hughes Medical Institute Investigator in 2005 and is presently an Investigator Emeritus since 2022. Research focus: Molecular and cellular mechanisms underpinning animal regeneration using the planarian Schmidtea mediterranea and other research organisms. - 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: Regulation of gene expression in vertebrates. - Jennifer Gerton, Ph.D., Investigator, joined the Stowers Institute in 2002 from a postdoctoral fellowship in the lab 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.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	- Randal Halfmann, Ph.D., Associate Investigator, joined the Stowers Institute in 2015 from the University of Texas 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. Hawley passed away on January 31, 2025. - 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 lab of Leroy Hood, M.D., Ph.D. Li earned his Ph.D. in molecular and cellular biology from New York University Medical School under the mentorship 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. - Ameya Mashruwala, Ph.D., Assistant Investigator, joined the Stowers Institute in 2024 from Princeton University where he was a postdoctoral researcher in the lab of Bonnie Bassler, Ph.D. Mashruwala received his master's degree in biochemistry from Utah State University and his Ph.D. in microbial biology from Rutgers University in the lab of Jeffrey Boyd, Ph.D. Research focus: Understanding the development and function of bacterial communities. - Neet zel, Ph.D., Assistant Investigator, joined the Stowers Institute in 2023 from New York University where he was a postdoctoral fellow in the lab of Claude Desplan, Ph.D. zel earned a Ph.D. in neuroscience from the University of Texas Southwestern Medical Center in the lab of Robin Hiesinger, Ph.D. Research focus: Combining genetics, imaging, single-cell genomics, and computational modeling approaches to understand the fundamental molecular mechanisms that control brain development in the fruit fly. - 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 Ph.D. 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. - Siva Sankari, Ph.D., Assistant Investigator, joined the Stowers Institute in 2023 from the Massachusetts Institute of Technology where she was a postdoctoral research scientist in the lab of Graham Walker Ph.D. Sankari received a Ph.D. in biochemistry from the State University of New York at Buffalo. Research focus: Mechanisms of action of host-secreted peptides and how they act on symbiotic bacteria which may provide important clues to decipher the fundamental biology of host-microbe interactions. - 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 lab 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 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 lab 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. Yu departed the Institute on November 1, 2024, to join Case Western Reserve University as Chair of the Department of Neurosciences. - 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: 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, Line 11b Review of form 990 by governing body	THE DATA AND INFORMATION NECESSARY TO PREPARE SIMR'S FORM 990 WAS COMPILED BY SIMR'S ACCOUNTING DEPARTMENT. FORVIS MAZARS, 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, Line 12c Conflict of interest policy	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, Line 15a Process to establish compensation of top management official	THE COMPENSATION FOR ALEJANDRO SANCHEZ ALVARADO, PRESIDENT AND 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, Line 19 Required documents available to the public	SIMR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS	JONATHAN THOMAS, RICHARD W. BROWN (DECEASED MARCH 27, 2025), DAVID A. WELTE, BRENT KREIDER, CHARLES GERMAN, ALBERZINE FREEMAN, AND ALEJANDRO SANCHEZ ALVARADO, ALL DIRECTORS OF SIMR, HAVE A BUSINESS RELATIONSHIP. JONATHAN THOMAS, RICHARD W. BROWN (DECEASED MARCH 27, 2025), CHARLES GERMAN, BRENT KREIDER, AND ALBERZINE FREEMAN, DIRECTORS OF SIMR, AND PENNY M. SPENCE, OFFICER OF SIMR (THROUGH APRIL 8, 2025), HAVE A BUSINESS RELATIONSHIP. RICHARD W. BROWN (DECEASED MARCH 27, 2025), CHARLES GERMAN, GEORGE L. SATTERLEE AND BRENT KREIDER, DIRECTORS OF SIMR, AND PENNY M. SPENCE, OFFICER OF SIMR (THROUGH APRIL 8, 2025), HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS	CHARLES GERMAN, RICHARD W. BROWN (DECEASED MARCH 27, 2025), JONATHAN THOMAS (BEGINNING OF SERVICE MARCH 24, 2025), BRENT KREIDER, GEORGE L. SATTERLEE AND PENNY M. SPENCE (THROUGH APRIL 8, 2025) ARE COMPENSATED BY ONE OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R FOR THE SERVICES PERFORMED IN THEIR OFFICIAL CAPACITY FOR THE RELATED ORGANIZATION.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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)	Type I	SIMR	Yes
(2)STOWERS RESOURCE MANAGEMENT INC 1000 EAST 50TH STREET KANSAS CITY,MO64110 41-2186719	SUPPORT ORG	DE	501(c)(3)	Type I	SIMR	Yes
(3)BIOMED VALLEY CORPORATION 1000 EAST 50TH STREET KANSAS CITY,MO64110 74-3238244	SUPPORT ORG	DE	501(c)(3)	Type I	SIMR	Yes
(4)STOWERS REAL ESTATE HOLDING CORPORATION 1000 EAST 50TH STREET KANSAS CITY,MO64110 26-1472230	TITLE HOLDING	DE	501(c)(2)		SRM	Yes
(5)STOWERS POLICY INSTITUTE INC 1000 EAST 50TH STREET KANSAS CITY,MO64110 20-3270502	SEE PART VII	DE	501(c)(4)		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)		SRMSPI	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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 STE 550 KANSAS CITY,MO64111 06-1646533	SEE PART VII	DE	NA	C Corporation				Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

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

Yes

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

Yes

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

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

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

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

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

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

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

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

Yes

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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	700	MARKET VALUE
(2) STOWERS REAL ESTATE HOLDING CORP	B	83,105	NET BOOK VALUE
(3) STOWERS RESOURCE MANAGEMENT INC	C	93,068,857	MARKET VALUE
(4) STOWERS REAL ESTATE HOLDING CORP	K	2,685,883	MARKET VALUE
(5) STOWERS RESOURCE MANAGEMENT INC	P	34,720,380	COST REIMB
(6) THE GRADUATE SCHOOL OF SIMR	P	655,749	COST REIMB
(7) BIOMED VALLEY DISCOVERIES INC	Q	258,819	COST REIMB
(8) THE GRADUATE SCHOOL OF SIMR	R	2,805,150	MARKET VALUE

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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, Column (b) PRIMARY ACTIVITY	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, Column (b) PRIMARY ACTIVITY	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 - Type A - SUBLEASE PAYMENTS RECEIVED	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 UNRELATED BUSINESS INCOME 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). AS OF 6/30/2024, THIS SUBLEASE WAS MODIFIED AND BVD NOW LEASES DIRECTLY FROM SREHC.
Schedule R, Part V Line 2 - Type B - CONTRIBUTION TO RELATED ORGANIZATION	SIMR CONTRIBUTED LEASEHOLD IMPROVEMENTS TO SREHC WHICH WERE PLACED INTO SERVICE DURING THE TAX YEAR.
Schedule R, Part V Line 2 - Type C - CONTRIBUTION From RELATED ORGANIZATION	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 - TYPE K - LEASE FROM RELATED ORGANIZATION	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. DURING THE TAX YEAR, FACILITIES IN THE AMOUNT OF $2,685,883 WERE DONATED TO SIMR FROM SREHC.
Schedule R, Part V Line 2 - TYPE P - REIMBURSEMENT TO RELATED ORGANIZATION	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 - TYPE P - REIMBURSEMENT TO RELATED ORGANIZATION	SIMR REIMBURSED GSSIMR FOR CERTAIN STUDENT EXPENSES INCURRED DURING TIME SPENT IN SIMR LABS.
Schedule R, Part V Line 2 - TYPE Q - REIMBURSEMENT FROM RELATED ORGANIZATION	BVD REIMBURSED SIMR FOR SERVICES ON THE SERVICE COST METHOD.
Schedule R, Part V Line 2 - TYPE R - OTHER TRANSFER TO RELATED ORGANIZATION	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 $2,595,150 AND SUPPLEMENTAL APPROPRIATION OF $210,000 FOR THE TOTAL $2,805,150.
Schedule R, Part V, Line 2 ALL OTHER TRANSACTIONS	ALL OTHER TRANSACTIONS FOR LINE 1 WERE BETWEEN 501(C)(3) PUBLIC CHARITIES AND BELOW REPORTING THRESHOLDS.

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

1	Briefly describe the organization’s mission or most significant activities: STOWERS INSTITUTE FOR MEDICAL RESEARCH'S ("SIMR") 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	2
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	360
6	Total number of volunteers (estimate if necessary) .............	6	2
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	101,275,805	99,681,043
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	141,574	2,263,801
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	6,080,685	66,668
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	107,498,064	102,011,512
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,171,598	83,105
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)	41,542,860	43,117,143
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)....	67,456,764	61,487,905
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	112,171,222	104,688,153
19	Revenue less expenses. Subtract line 18 from line 12.......	-4,673,158	-2,676,641
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	186,739,928	179,349,437
21	Total liabilities (Part X, line 26).............	18,815,931	17,159,864
22	Net assets or fund balances. Subtract line 21 from line 20.....	167,923,997	162,189,573

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 61,473,097 including grants of $ 83,105 ) (Revenue $ 0 )
	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 expenses61,473,097

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	5,597,328	6,329,419	2,172,804

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	93,168,857
e	Government grants (contributions)		1e	5,707,124

f	All other contributions, gifts, grants, and similar amounts not included above		1f	805,062

g	Noncash contributions included in lines 1a - 1f:$		1g	93,000,000

h Total. Add lines 1a-1f.......		99,681,043

		Business Code
2a
b
c
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		0

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,484,617	0	0	1,484,617
4 Income from investment of tax-exempt bond proceeds			0	0	0	0
5 Royalties...........			20,000	0	0	20,000
			(i) Real	(ii) Personal
6a	Gross rents	6a	0	0
b	Less: rental expenses	6b	0	0
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0	0		0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	97,292,568	427,365
b	Less: cost or other basis and sales expenses	7b	96,569,928	370,821
c	Gain or (loss)	7c	722,640	56,544
d	Net gain or (loss).........			779,184	0	0	779,184
8a	Gross income from fundraising events (not including $ 0of 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		0	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	0	0	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	0	0	0

Business Code
11a	OTHER REBATES AND REVENUE		900099	46,668			46,668
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			46,668
12	Total revenue. See instructions.....			102,011,512	0	0	2,330,469

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	83,105	83,105
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0	0
4	Benefits paid to or for members .......	0	0
5	Compensation of current officers, directors, trustees, and key employees ...........	4,058,774	3,652,897	405,877	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) .........	694,029	624,626	69,403	0
7	Other salaries and wages........	28,135,496	25,321,946	2,813,550	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	3,557,541	3,201,787	355,754	0
9	Other employee benefits .......	4,699,744	4,229,770	469,974	0
10	Payroll taxes ...........	1,971,559	1,774,403	197,156	0
11	Fees for services (non-employees):
a	Management ......	0	0	0	0
b	Legal .........	133,308	0	133,308	0
c	Accounting ...........	0	0	0	0
d	Lobbying ...........	0	0	0	0
e	Professional fundraising services. See Part IV, line 17	0			0
f	Investment management fees ......	0	0	0	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	403,525	363,173	40,352	0
12	Advertising and promotion ....	0	0	0	0
13	Office expenses .......	153,803	138,423	15,380	0
14	Information technology ......	202,444	182,200	20,244	0
15	Royalties ..	9,000	9,000	0	0
16	Occupancy ...........	128,140	115,326	12,814	0
17	Travel ............	1,042,411	938,170	104,241	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0	0	0	0
19	Conferences, conventions, and meetings ....	718,924	647,032	71,892	0
20	Interest ...........	0	0	0	0
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization ..	9,827,625	9,827,625	0	0
23	Insurance ...	0	0	0	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	38,393,080	0	38,393,080	0
b	LAB SUPPLIES	6,550,185	6,550,185	0	0
c	PER CAPITA APPROP. TO GSSIMR	2,805,150	2,805,150	0	0
d	SEC. 4960 EXCISE TAX	510,581	459,523	51,058	0
e	All other expenses	609,729	548,756	60,973	0
25	Total functional expenses. Add lines 1 through 24e	104,688,153	61,473,097	43,215,056	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 .........			791,947	2	720,822
3	Pledges and grants receivable, net ......			887,588	3	799,194
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	3,290
8	Inventories for sale or use ............			10,501	8	8,620
9	Prepaid expenses and deferred charges ......			154,605	9	133,985
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	343,167,995
b	Less: accumulated depreciation	10b	221,841,137	126,920,728	10c	121,326,858
11	Investments—publicly traded securities .			47,930,044	11	48,855,978
12	Investments—other securities. See Part IV, line 11 .....			6,706,957	12	6,871,103
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			3,337,558	15	629,587
16	Total assets. Add lines 1 through 15 (must equal line 33)...			186,739,928	16	179,349,437

17	Accounts payable and accrued expenses .....	9,116,526	17	8,047,293
18	Grants payable ...	0	18	0
19	Deferred revenue .........	261,384	19	253,388
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	9,438,021	25	8,859,183
26	Total liabilities. Add lines 17 through 25..	18,815,931	26	17,159,864

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	167,666,903	27	161,991,400
28	Net assets with donor restrictions ...........	257,094	28	198,173
	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 .....	0	29
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30
31	Retained earnings, endowment, accumulated income, or other funds	0	31
32	Total net assets or fund balances ...........	167,923,997	32	162,189,573
33	Total liabilities and net assets/fund balances ........	186,739,928	33	179,349,437