SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Education & Research Fund of
Employee Benefit Research Institute
Employer identification number

52-1190398
Return Reference Explanation
Form 990, Part I, Line 1 The mission of the Education & Research Fund of Employee Benefit Research Institute is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.
Form 990, Heading, Item K, Form of Organization: The Education & Research Fund of Employee Benefit Research Institute (EBRI) is a separate, segregated fund established under the bylaws of EBRI, a Section 501(c)(6) organization, to operate exclusively for charitable and educational purposes.
Form 990, Part VI, Section A, line 6 As a separate, segregated fund established under the bylaws of EBRI, the Fund is under the control of an Education & Research Fund Committee consisting of the members of the EBRI Executive Committee.
Form 990, Part VI, Section A, line 7a Directors of the Fund consist of members of the EBRI Executive Committee.
Form 990, Part VI, Section A, line 8b The Fund has no additional committees.
Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by management and all committee members for approval before filing.
Form 990, Part VI, Section B, line 12c Under the Organization's (ERF) conflict of interest policy, committee members are under a continuous obligation to disclose any conflict of interest that may arise.
Form 990, Part VI, Section C, line 19 Governing documents are disclosed upon request.
Form 990, Part IX, line 11g Research and other professional fees: Program service expenses 152,177. Management and general expenses 58,956. Fundraising expenses 32,694. Total expenses 243,827.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


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