TY 2022 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

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

OMB No. 1545-0047

2021

Open to Public Inspection

A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
ELECTRIC POWER RESEARCH INSTITUTE INC

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
3420 HILLVIEW AVENUE

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PALO ALTO, CA94304

D Employer identification number

23-7175375

E Telephone number

G Gross receipts $ 1,222,672,505

F Name and address of principal officer:
ARSHAD MANSOOR
3420 HILLVIEW AVENUE
PALO ALTO,CA94304

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.EPRI.COM

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1972

M State of legal domicile: DC

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: TO CONDUCT RESEARCH AND DEVELOPMENT RELATING TO GENERATION, DELIVERY AND USE OF ELECTRICITY FOR THE BENEFIT OF THE PUBLIC.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	37
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	37
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	1,373
6	Total number of volunteers (estimate if necessary) .............	6	58
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	45,582,647
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	402,699,511	440,236,183
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,453,545	4,827,757
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,311,801	731,287
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	406,464,857	445,795,227
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,401,296	1,953,932
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)	199,724,320	229,846,771
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)....	202,470,931	229,806,969
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	403,596,547	461,607,672
19	Revenue less expenses. Subtract line 18 from line 12.......	2,868,310	-15,812,445
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	455,173,261	465,979,318
21	Total liabilities (Part X, line 26).............	268,680,569	298,516,268
22	Net assets or fund balances. Subtract line 21 from line 20.....	186,492,692	167,463,050

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2021)

Form 990 (2021)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: SEE SCHEDULE O

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 325,043,117 including grants of $ 1,953,932 ) (Revenue $ 395,128,373 )
	EPRI'S MISSION IS TO CONDUCT RESEARCH & DEVELOPMENT THROUGH SCIENCE AND TECHNOLOGY WITH A VIEW OF PROVIDING BENEFITS TO ITS MEMBERS' CUSTOMERS AND THE U.S. PUBLIC. TO ACCOMPLISH THIS OBJECTIVE, EPRI DEVELOPS AND MANAGES RESEARCH AND DEVELOPMENT PROGRAMS FOR IMPROVING ENERGY GENERATION, DELIVERY AND USAGE. PROGRAM SERVICE EXPENSES ARE DIRECT CHARGES TO THE RESEARCH PROGRAMS. CERTAIN INDIRECT EXPENSES ARE INCLUDED IN THE MANAGEMENT AND GENERAL EXPENSE CATEGORY, AS EPRI DOES NOT SEPARATE THESE EXPENSES FOR FINANCIAL ACCOUNTING PURPOSES.

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 expenses325,043,117

Form 990 (2021)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

List of Attached Documents:

// Content

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

List of Attached Documents:

// Content

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

List of Attached Documents:

// Content

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2021)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

List of Attached Documents:

// Content

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

List of Attached Documents:

// Content

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ... Click to see attachment

List of Attached Documents:

// Content

35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

List of Attached Documents:

// Content

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

List of Attached Documents:

// Content

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

336

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2021)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

1,373

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

Yes

If "Yes," enter the name of the foreign country: MediumBullet

CA , EI , JA , KS , MX , PL , SF , SP , SZ , AE , UK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Yes

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2021)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

Yes

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Yes

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

PAMELA J KEEFE3420 HILLVIEW AVENUE PALO ALTO,CA94304 (650) 855-2000

Form 990 (2021)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(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)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) STANLEY W CONNALLY JR...................................................................... CHAIR	1.00 ................. 0.00	X	X	0	0	0
(2) PAULA GOLD-WILLIAMS...................................................................... FIRST VICE CHAIR (THRU 02/22)	1.00 ................. 0.00	X	X	0	0	0
(3) MARIA POPE - 2ND V CHAIR THRU...................................................................... 04/22); 1ST V. CHAIR (BEG 04/22)	1.00 ................. 0.00	X	X	0	0	0
(4) LISA M BARTON - SECOND...................................................................... VICE CHAIR (BEG 04/22 THRU 10/22)	1.00 ................. 0.00	X	X	0	0	0
(5) VINCENT SORGI...................................................................... SECOND VICE CHAIR (BEG 11/22)	1.00 ................. 0.00	X	X	0	0	0
(6) WARNER L BAXTER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(7) CHRISTIAN T BEAM...................................................................... DIRECTOR (BEG 11/22)	1.00 ................. 0.00	X		0	0	0
(8) JOHN R BEAR...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(9) SAMUEL L BELCHER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(10) ANTHONY CAMPBELL...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(11) DAVID CAMPBELL...................................................................... DIRECTOR (BEG 08/22)	1.00 ................. 0.00	X		0	0	0
(12) SHERYL CARTER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(13) JAE-HOON CHUNG...................................................................... DIRECTOR (THRU 07/22)	1.00 ................. 0.00	X		0	0	0
(14) BRETT C CARTER...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0	0
(15) SHERINA MAYE EDWARDS...................................................................... DIRECTOR	1.00 ................. 0.00	X		5,750	0	0
(16) KEVIN FLETCHER...................................................................... DIRECTOR (THRU 06/22)	1.00 ................. 0.00	X		0	0	0
(17) DAN FORD...................................................................... DIRECTOR	1.00 ................. 0.00	X		750	0	0

Form 990 (2021)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(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)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) JOHN L HAIRSTON........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(19) PADDY HAYES........................................................................ DIRECTOR (BEG 04/22)	1.00 .......................0.00	X			0	0	0
(20) MICHAEL HUMMEL........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(21) MICHAEL A INNOCENZO........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(22) THOMAS J KENT........................................................................ DIRECTOR (BEG 04/22)	1.00 .......................0.00	X			0	0	0
(23) MATTHEW KETSCHKE........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(24) JOHN O LARSEN........................................................................ DIRECTOR (BEG 04/22)	1.00 .......................0.00	X			0	0	0
(25) ARUN MAJUMDAR........................................................................ DIRECTOR	1.00 .......................0.00	X			7,250	0	0
(26) DENNIS V MCGINN........................................................................ DIRECTOR	1.00 .......................0.00	X			7,459	0	0
(27) MARIE-JOSE NADEAU........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(28) JAN OBERHOLZER........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(29) PATRICK O'LOUGHLIN........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(30) JOHN PETTIGREW........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(31) PEDRO J PIZARRO........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(32) PATRICIA K POPPE........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(33) MICHAEL W RENCHECK........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(34) BERNARD SALHA........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(35) BRIAN SAVOY........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(36) SCOTT W H SEU........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(37) DEBRA SMITH........................................................................ DIRECTOR (BEG 04/22)	1.00 .......................0.00	X			0	0	0
(38) JOHN M THOMAS III........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(39) DAVID J TUDOR........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(40) ENRICO VIALE........................................................................ DIRECTOR	1.00 .......................0.00	X			0	0	0
(41) PAT K VINCENT-COLLAWN........................................................................ DIRECTOR (THRU 04/22)	1.00 .......................0.00	X			0	0	0
(42) JOOHO WHANG........................................................................ DIRECTOR (BEG 11/22)	1.00 .......................0.00	X			0	0	0
(43) ARSHAD MANSOOR........................................................................ CHIEF EXECUTIVE OFFICER	40.00 .......................0.00		X		1,583,402	0	602,008
(44) NEIL M WILMSHURST........................................................................ SVP ENERGY SYSTEMS RESOURCE	40.00 .......................0.00		X		760,345	0	212,184
(45) ROBERT N CHAPMAN........................................................................ SVP ENERGY DELIVERY & CUST. SOLN.	40.00 .......................0.00		X		709,392	0	206,708
(46) PAMELA J KEEFE........................................................................ SVP CFO AND TREASURER	40.00 .......................0.00		X		720,345	0	182,257
(47) ANDREW J PHILLIPS........................................................................ VP TRANSMISSION & DISTRIBUTION	40.00 .......................0.00		X		587,693	0	153,284
(48) CHARMAINE DAVIS - VP OF HUMAN........................................................................ RESOURCES & DIVERSITY (THRU 10/22)	40.00 .......................0.00		X		632,336	0	46,513
(49) NEVA ESPINOZA........................................................................ VP LOW CARBON RESOURCE	40.00 .......................0.00		X		488,547	0	176,404
(50) DAVID LINDSEY........................................................................ VP INFO TECH & CIO	40.00 .......................0.00		X		489,228	0	142,775
(51) DANIEL BROOKS........................................................................ VP INTEGRATED GRID	40.00 .......................0.00		X		479,016	0	150,438
(52) JACQUELINE ROSATI........................................................................ VP GEN COUNL, CCO & SECRETARY	40.00 .......................0.00		X		454,551	0	146,309
(53) CATHERINE JEREZA........................................................................ VP CORPORATE AFFAIRS	40.00 .......................0.00		X		421,706	0	120,979
(54) STEVEN SWILLEY VP NUC DEPUTY........................................................................ CHIEF NUC OFFICER (BEG 09/22)	40.00 .......................0.00		X		426,196	0	55,601
(55) JANIS G MENDELSON........................................................................ ASSISTANT CORP SECRETARY	40.00 .......................0.00		X		168,483	0	24,310
(56) RITA BARANWAL........................................................................ VP NUC & CHIEF NUC OFFICER	40.00 .......................0.00		X		32,136	0	16,944
(57) ROSA L YANG........................................................................ EPRI FELLOW	40.00 .......................0.00			X	422,951	0	59,040
(58) CHARLES KINGERY........................................................................ CHIEF INFORMATION SECURITY OFFICER	40.00 .......................0.00			X	413,697	0	64,050
(59) TINA TAYLOR........................................................................ SR DIRECTOR RESEARCH & DEVELOPMENT	40.00 .......................0.00			X	414,793	0	54,702
(60) THOMAS WILSON........................................................................ TECHNICAL EXECUTIVE	40.00 .......................0.00			X	392,488	0	63,029
(61) RITU BATRA........................................................................ DIRECTOR, BUSINESS TECH. SOLUTIONS	40.00 .......................0.00			X	401,495	0	34,518

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	10,020,009	0	2,512,053

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

810

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
SOUTHERN COMPANY SERVICES INC 241 RALPH MCGILL BLVD NE ATLANTA,GA30308	RESEARCH	9,432,183
INSTITUTE OF GAS TECHNOLOGY 1700 SOUTH MOUNT PROSPECT ROAD DES PLAINES,IL60018	RESEARCH	7,320,239
ELECTRICITE DE FRANCE 1 AVENUE DU GENERAL DE GAULE CLAMART CEDEX 92143 FR	RESEARCH	5,013,825
DOMINION ENGINEERING INC 12100 SUNRISE VALLEY DRIVE SUITE 2 RESTON,VA20191	RESEARCH	3,820,520
WESTINGHOUSE ELECTRIC CO LLC 20 STANWIX STREET PITTSBURGH,PA15222	RESEARCH	3,614,251
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 351

Form 990 (2021)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

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

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

h Total. Add lines 1a-1f.......

		Business Code
2a	MEMBERSHIP FEE REVENUE	541900	229,043,560	210,355,090	18,688,470
b	SUPPLEMENTAL FUNDING	541900	197,753,263	184,301,668	13,451,595
c	BILLABLE SERVICES	541900	13,439,360		13,439,360
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		440,236,183

3 Investment income (including dividends, interest, and othersimilar amounts) ......			4,278,474			4,278,474
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			256,450			256,450
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	1,086,099	776,340,462	7a
b	Less: cost or other basis and sales expenses	0	776,877,278	7b
c	Gain or (loss)	1,086,099	-536,816	7c
d	Net gain or (loss).........			549,283			549,283
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	SALE OF R&D REPORTS		900099	426,086	426,086
b	OTHER REVENUE		900099	45,529	45,529
c	SALE OF SOLAR POWER		900099	3,222		3,222
d	All other revenue ....
e	Total. Add lines 11a–11d ......			474,837
12	Total revenue. See instructions.....			445,795,227	395,128,373	45,582,647	5,084,207

Form 990 (2021)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,892,432	1,892,432
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	23,900	23,900
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	37,600	37,600
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	11,507,985		11,507,985
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	153,303,097	92,206,676	61,096,421
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	16,278,204	9,763,724	6,514,480
9	Other employee benefits .......	37,298,101	22,371,532	14,926,569
10	Payroll taxes ...........	11,459,384	6,873,379	4,586,005
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,263,097	234,202	1,028,895
c	Accounting ...........	358,167		358,167
d	Lobbying ...........	141,188		141,188
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	298,502		298,502
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	4,739,180		4,739,180
12	Advertising and promotion ....
13	Office expenses .......	20,683,146	18,162,296	2,520,850
14	Information technology ......	8,856,236		8,856,236
15	Royalties ..
16	Occupancy ...........	8,089,716	6,665,882	1,423,834
17	Travel ............	13,127,592	10,155,266	2,972,326
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	11,237,215	10,659,606	577,609
20	Interest ...........	23,668		23,668
21	Payments to affiliates .......	13,786,179	5,964,467	7,821,712
22	Depreciation, depletion, and amortization ..	10,501,025	8,709,180	1,791,845
23	Insurance ...	1,158,648		1,158,648
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	R&D EXPENSES	128,959,200	128,959,200
b	PRINTING & PUBLICATIONS	2,005,404	1,711,309	294,095
c	STAFFING	1,818,669		1,818,669
d	EQUIPMENT RENTAL & MAIN	1,149,046		1,149,046
e	All other expenses	1,611,091	652,466	958,625
25	Total functional expenses. Add lines 1 through 24e	461,607,672	325,043,117	136,564,555	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).

Form 990 (2021)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			92,127,099	1	90,205,498
2	Savings and temporary cash investments .........			66,389,752	2	112,232,434
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			57,384,574	4	61,593,989
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 .......
					5
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) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			7,144,996	9	8,373,008
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	150,497,126
b	Less: accumulated depreciation	10b	101,552,701	48,800,902	10c	48,944,425
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			181,022,219	12	116,460,521
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			2,303,719	15	28,169,443
16	Total assets. Add lines 1 through 15 (must equal line 33)...			455,173,261	16	465,979,318

17	Accounts payable and accrued expenses .....	84,879,049	17	83,222,006
18	Grants payable ...		18
19	Deferred revenue .........	174,450,843	19	178,820,316
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	9,350,677	25	36,473,946
26	Total liabilities. Add lines 17 through 25..	268,680,569	26	298,516,268

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	186,492,692	27	167,463,050
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	186,492,692	32	167,463,050
33	Total liabilities and net assets/fund balances ........	455,173,261	33	465,979,318

Form 990 (2021)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

445,795,227

Total expenses (must equal Part IX, column (A), line 25) ............

461,607,672

Revenue less expenses. Subtract line 2 from line 1 ..............

-15,812,445

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

186,492,692

Net unrealized gains (losses) on investments ...............

-3,217,197

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

167,463,050

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2021)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- 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

2022

Open to Public
Inspection

Name of the organization

ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

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:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

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

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .		2,303	6,546	0	0	8,849
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	365,731,219	342,795,819	378,163,073	391,828,555	426,796,823	1,905,315,489
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	365,731,219	342,798,122	378,169,619	391,828,555	426,796,823	1,905,324,338
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons						0
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.	133,209,130	135,975,839	125,775,845	155,442,006	144,106,136	694,508,956
c	Add lines 7a and 7b..	133,209,130	135,975,839	125,775,845	155,442,006	144,106,136	694,508,956
8	Public support. (Subtract line 7c from line 6.)						1,210,815,382

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...	365,731,219	342,798,122	378,169,619	391,828,555	426,796,823	1,905,324,338
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	8,532,606	9,343,170	4,469,920	2,350,965	4,534,924	29,231,585
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	8,532,606	9,343,170	4,469,920	2,350,965	4,534,924	29,231,585
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.) ..	974,407	519,609	269,828	870,608	471,615	3,106,067
13	Total support. (Add lines 9, 10c, 11, and 12.)..	375,238,232	352,660,901	382,909,367	395,050,128	431,803,362	1,937,661,990

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

62.490 %

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

61.590 %

Section D. Computation of Investment Income Percentage

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

1.510 %

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

1.640 %

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

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

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

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

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

11b

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

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

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

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

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	OTHER INCOME - 2018 AMOUNT: $ 974,407. 2019 AMOUNT: $ 519,609. 2020 AMOUNT: $ 269,828. 2021 AMOUNT: $ 870,608. 2022 AMOUNT: $ 471,615.
SCHEDULE A, PART III:	SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTION 509(A)(2) EPRI REPORTS ITS MEMBERSHIP DUES AS GROSS RECEIPTS FROM SERVICES PERFORMED. THESE PAYMENTS ARE MADE IN CONNNECTION WITH THE PERFORMANCE OF TAX EXEMPT SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST, WHICH BY DEFINITION ALSO INCIDENTALLY BENEFITS EPRI MEMBERS WHO MAY IN CERTAIN CIRCUMSTANCES HAVE A DIRECT AND IMMEDIATE BENEFIT FROM SUCH RESEARCH. THE RESEARCH RESULTS MAY ALSO, IN CERTAIN CIRCUMSTANCES, HAVE A MORE DIRECT BENEFIT TO THE EPRI MEMBERS THAN TO THE GENERAL PUBLIC CONTEMPLATED WITHIN TREASURY REGULATION SECTION 1.509(A)-3(G)(2).
SCHEDULE A, PART III, LINE 12:	OTHER INCOME DESCRIPTION OTHER INCOME INCLUDES INCOME FROM PREVIOUSLY PUBLISHED SCIENTIFIC RESEARCH REPORTS AND SOFTWARE AVAILABLE FOR SALE TO THE GENERAL PUBLIC, SALE OF SCRAP MATERIALS AND INCOME FROM RELATED SCIENTIFIC RESEARCH ACTIVITIES CONDUCTED BY EPRI IN THE PUBLIC INTEREST.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

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

OMB No. 1545-0047

2021

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990) 2021

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................		0
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	141,188	0
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	141,188	0
d	Other exempt purpose expenditures ...............................................................................	461,167,982	0
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	461,309,170	0
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000	0
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	250,000	0
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures	0	1,294	53,930	141,188	196,412

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2021

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

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

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

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 .....	1,532,485		1,532,485
b	Buildings ....	32,389,510	19,454,277	12,935,233
c	Leasehold improvements	25,097,508	10,378,251	14,719,257
d	Equipment ....	48,504,540	36,986,650	11,517,890
e	Other .....	42,973,083	34,733,523	8,239,560
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				48,944,425

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) LONG TERM INVESTMENTS	114,690,029	F
(B) INVESTMENT IN SUBSIDIARIES	1,769,410	F
(C) INVESTMENT IN OTHER COMPANIES	1,082	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	116,460,521

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)RIGHT OF USE ASSET				26,187,564
(2)OTHER CURRENT ASSETS				1,981,879
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				28,169,443

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
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	36,473,946
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	FIN 48 (ASC 740) FOOTNOTE EPRI ADOPTED FIN 48 (CODIFIED AS ASC 740) IN 2009. THE ADOPTION IN 2009 DID NOT HAVE A MATERIAL IMPACT ON THE EPRI FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN 2021 OR 2022. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT HAVE AN ASC 740 LIABILITY RECORDED AND A FOOTNOTE FOR ASC 740 WAS NOT REQUIRED.

Schedule D (Form 990) 2021

Additional Data

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Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	R&D PROJECT	98,419
	EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	R&D PROJECT	3,717,392
	EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	R&D PROJECT	16,875,760
	MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	R&D PROJECT	209,446
	NORTH AMERICA	PROGRAM SERVICES	R&D PROJECT	3,646,995
	SOUTH AMERICA	PROGRAM SERVICES	R&D PROJECT	33,195
	SOUTH ASIA	PROGRAM SERVICES	R&D PROJECT	564,234
	SUB-SAHARAN AFRICA	PROGRAM SERVICES	R&D PROJECT	146,738
	EUROPE (INCLUDING ICELAND & GREENLAND)	GRANTMAKING		31,100
	NORTH AMERICA	GRANTMAKING		5,000
	SOUTH AMERICA	GRANTMAKING		1,500
	EAST ASIA AND THE PACIFIC	INVESTMENTS		14,497,391
	EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS		27,290,663
	NORTH AMERICA	INVESTMENTS		34,915,088
	CENTRAL AMERICA AND THE CARIBBEAN	UNRELATED TRADE OR BUSINESS		5,950
	EAST ASIA AND THE PACIFIC	UNRELATED TRADE OR BUSINESS		154,937
	EUROPE (INCLUDING ICELAND & GREENLAND)	UNRELATED TRADE OR BUSINESS		73,701
	MIDDLE EAST AND NORTH AFRICA	UNRELATED TRADE OR BUSINESS		11,519
	NORTH AMERICA	UNRELATED TRADE OR BUSINESS		50,434
	SOUTH AMERICA	UNRELATED TRADE OR BUSINESS		35,449

3a	Sub-total ....			25,292,179
b	Total from continuation sheets to Part I ...			77,072,732
c	Totals (add lines 3a and 3b)			102,364,911

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022

Schedule F (Form 990) 2022

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance
EUROPE	SPONSORSHIP	5,370	ELECTRONIC	0
EUROPE	SPONSORSHIP	24,730	ELECTRONIC	0

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	2
3	Enter total number of other organizations or entities .......................	0

Schedule F (Form 990) 2022

Schedule F (Form 990) 2022Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

	(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement
PARTICIPATION ON ADVISORY COUNCIL	EUROPE	1	1,000	ELECTRONIC
PARTICIPATION ON ADVISORY COUNCIL	NORTH AMERICA	2	5,000	ELECTRONIC
HONORARIUM FOR SPEAKER AT EPRI EVENT	SOUTH AMERICA	1	1,500	ELECTRONIC

Schedule F (Form 990) 2022

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2022

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 2:	PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES EPRI OCCASIONALLY MAKES GRANTS TO OTHER INSTITUTIONS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRI'S CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO ENTITIES WHICH ARE WELL KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE PERMITTED USES OF THE GRANTED FUNDS ARE ENUMERATED TO THE GRANTEE AND EPRI TYPICALLY RECEIVES REPORTS, TECHNICAL PAPERS, CONFERENCE AND SIMILAR MATERIALS DEMONSTRATING THE APPROPRIATE USE OF THE GRANTED FUNDS. FOR RESEARCH GRANTS, SCIENTIFIC PROGRESS AND FINANCIAL OVERSIGHT IS MONITORED THROUGHOUT THE GRANT TERM BY AN EPRI PROJECT MANAGER. EPRI OCCASIONALLY MAKES GRANTS TO INDIVIDUALS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRI'S CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO INDIVIDUALS THAT ARE KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE GRANTS ARE TYPICALLY FOR THE INDIVIDUAL'S PARTICIPATION IN ACTIVITIES AND EPRI MEETINGS THAT FURTHER EPRI'S R&D EFFORTS.
PART I, LINE 3:	ACCOUNTING METHOD USED TO CALCULATE EXPENSES THE EXPENSES PROVIDED IN COLUMN F OF PART I WERE PREPARED ON THE ACCRUAL BASIS OF ACCOUNTING IN CONFORMITY WITH ACCOUNTING PRINCIPLES APPLICABLE TO NOT-FOR-PROFIT ORGANIZATIONS.
PART III ACCOUNTING METHOD:

Schedule F (Form 990) 2022

Additional Data

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

Schedule I
(Form 990)

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 the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number
23-7175375

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) REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA,CA920930940	95-2872494	GOVERNMENT	300,000	0			CONTRIBUTION
(2) CARNEGIE MELLON UNIVERSITY PO BOX 371032 PITTSBURGH,PA152507032	25-0969449	501(C)(3)	200,000	0			CONTRIBUTION
(3) THE UNIVERSITY OF TENNESSEE 201 ANDY HOLT TOWER KNOXVILLE,TN379960225	62-6001636	GOVERNMENT	141,200	0			CONTRIBUTION
(4) ARIZONA STATE UNIVERSITY 1151 S FOREST AVENUE TEMPE,AZ85281	86-0196696	GOVERNMENT	100,582	0			CONTRIBUTION
(5) REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS PO BOX 989062 WEST SACRAMENTO,CA957989062	94-6036494	GOVERNMENT	80,000	0			CONTRIBUTION
(6) NATIONAL ACADEMY OF ENGINEERING 2101 CONSTITUTION AVE NW WASHINGTON,DC20418	23-7284092	501(C)(3)	53,000	0			CONTRIBUTION
(7) STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO,CA941444253	94-1156365	501(C)(3)	50,000	0			CONTRIBUTION
(8) FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE,NC28223	56-6059417	501(C)(3)	25,200	0			CONTRIBUTION
(9) ENVIRONMENTAL RESEARCH AND EDUCATION FOUNDATION 3301 BENSON DRIVE SUITE 101 RALEIGH,NC27609	52-1804051	501(C)(3)	20,000	0			CONTRIBUTION
(10) THE GRIDWISE ALLIANCE INC 1800 M STREET NW STE 400S WASHINGTON,DC20036	26-0723041	501(C)(3)	15,000	0			CONTRIBUTION
(11) TEXAS A&M UNIVERSITY 6000 TAMU COLLEGE STATION,TX77843	74-6000531	501(C)(3)	12,000	0			CONTRIBUTION
(12) VELOZ 400 CAPITOL MALL STE 900 SACRAMENTO,CA95814	82-0908936	501(C)(3)	10,000	0			CONTRIBUTION
(13) US NATIONAL COMMITTEE OF CIGRE 238 WERC 3128 TAMU COLLEGE STATION,TX77840	13-6140113	501(C)(6)	9,500	0			CONTRIBUTION
(14) UNITED STATES NUCLEAR INDUSTRY COUNCIL 1317 F STREET NW STE 300 WASHINGTON,DC20004	82-5144333	501(C)(6)	8,000	0			CONTRIBUTION
(15) SAN FRANCISCO BAY AREA LITTLE BRO 909 HYDE STREET STE 628 SAN FRANCISCO,CA941094847	94-3143730	501(C)(3)	6,500	0			CONTRIBUTION
(16) PLUG IN AMERICA 1270 S ALFRED ST 351268 LOS ANGELES,CA90035	26-1799615	501(C)(3)	6,250	0			CONTRIBUTION
(17) BATTELLE ENERGY ALLIANCE 2525 N FREMONT AVE IDAHO FALLS,ID83415	84-1397960	501(C)(3)	0	810,300	FMV	EPRI REPORTS	CONTRIBUTION

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) 2022

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) PARTICIPATION ON ADVISORY COUNCIL	7	19,000	0
(2) SPEAKER AT EPRI EVENT	4	4,900	0
(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

PART I, LINE 2:

PROCEDURE FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES EPRI OCCASIONALLY MAKES GRANTS TO OTHER INSTITUTIONS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRI'S CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO ENTITIES THAT ARE WELL KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE PERMITTED USES OF THE GRANTED FUNDS ARE ENUMERATED TO THE GRANTEE AND EPRI TYPICALLY RECEIVES REPORTS, TECHNICAL PAPERS, CONFERENCE AND SIMILAR MATERIALS DEMONSTRATING THE APPROPRIATE USE OF THE GRANTED FUNDS. FOR RESEARCH GRANTS, SCIENTIFIC PROGRESS AND FINANCIAL OVERSIGHT IS MONITORED THROUGHOUT THE GRANT TERM BY AN EPRI PROJECT MANAGER. EPRI OCCASIONALLY MAKES GRANTS TO INDIVIDUALS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRI'S CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO INDIVIDUALS THAT ARE KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE GRANTS ARE TYPICALLY FOR THE INDIVIDUAL'S PARTICIPATION IN ACTIVITIES AND EPRI MEETINGS THAT FURTHER EPRI'S R&D EFFORTS.

Schedule I (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

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

Yes

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

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 ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

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

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ARSHAD MANSOOR CHIEF EXECUTIVE OFFICER	(i) (ii)	665,396 ------------- 0	756,100 ------------- 0	161,906 ------------- 0	576,000 ------------- 0	26,008 ------------- 0	2,185,410 ------------- 0	145,300 ------------- 0
2NEIL M WILMSHURST SVP ENERGY SYSTEMS RESOURCE	(i) (ii)	401,203 ------------- 0	311,213 ------------- 0	47,929 ------------- 0	194,000 ------------- 0	18,184 ------------- 0	972,529 ------------- 0	82,800 ------------- 0
3ROBERT N CHAPMAN SVP ENERGY DELIVERY & CUST. SOLN.	(i) (ii)	352,194 ------------- 0	295,327 ------------- 0	61,871 ------------- 0	180,700 ------------- 0	26,008 ------------- 0	916,100 ------------- 0	72,000 ------------- 0
4PAMELA J KEEFE SVP CFO AND TREASURER	(i) (ii)	345,054 ------------- 0	321,283 ------------- 0	54,008 ------------- 0	173,600 ------------- 0	8,657 ------------- 0	902,602 ------------- 0	111,100 ------------- 0
5ANDREW J PHILLIPS VP TRANSMISSION & DISTRIBUTION	(i) (ii)	302,157 ------------- 0	242,900 ------------- 0	42,636 ------------- 0	127,276 ------------- 0	26,008 ------------- 0	740,977 ------------- 0	68,400 ------------- 0
6CHARMAINE DAVIS - VP OF HUMAN RESOURCES & DIVERSITY (THRU 10/22)	(i) (ii)	188,859 ------------- 0	128,770 ------------- 0	314,707 ------------- 0	32,117 ------------- 0	14,396 ------------- 0	678,849 ------------- 0	0 ------------- 0
7NEVA ESPINOZA VP LOW CARBON RESOURCE	(i) (ii)	298,589 ------------- 0	161,700 ------------- 0	28,258 ------------- 0	176,376 ------------- 0	28 ------------- 0	664,951 ------------- 0	0 ------------- 0
8DAVID LINDSEY VP INFO TECH & CIO	(i) (ii)	278,209 ------------- 0	182,058 ------------- 0	28,961 ------------- 0	116,767 ------------- 0	26,008 ------------- 0	632,003 ------------- 0	0 ------------- 0
9DANIEL BROOKS VP INTEGRATED GRID	(i) (ii)	294,195 ------------- 0	154,000 ------------- 0	30,821 ------------- 0	124,430 ------------- 0	26,008 ------------- 0	629,454 ------------- 0	0 ------------- 0
10JACQUELINE ROSATI VP GEN COUNL, CCO & SECRETARY	(i) (ii)	273,086 ------------- 0	141,598 ------------- 0	39,867 ------------- 0	118,141 ------------- 0	28,168 ------------- 0	600,860 ------------- 0	0 ------------- 0
11CATHERINE JEREZA VP CORPORATE AFFAIRS	(i) (ii)	245,555 ------------- 0	136,959 ------------- 0	39,192 ------------- 0	102,795 ------------- 0	18,184 ------------- 0	542,685 ------------- 0	0 ------------- 0
12ROSA L YANG EPRI FELLOW	(i) (ii)	244,840 ------------- 0	150,367 ------------- 0	27,744 ------------- 0	40,856 ------------- 0	18,184 ------------- 0	481,991 ------------- 0	0 ------------- 0
13STEVEN SWILLEY VP NUC DEPUTY CHIEF NUC OFFICER (BEG 09/22)	(i) (ii)	270,134 ------------- 0	133,505 ------------- 0	22,557 ------------- 0	37,417 ------------- 0	18,184 ------------- 0	481,797 ------------- 0	0 ------------- 0
14CHARLES KINGERY CHIEF INFORMATION SECURITY OFFICER	(i) (ii)	252,775 ------------- 0	134,240 ------------- 0	26,682 ------------- 0	35,882 ------------- 0	28,168 ------------- 0	477,747 ------------- 0	0 ------------- 0
15TINA TAYLOR SR DIRECTOR RESEARCH & DEVELOPMENT	(i) (ii)	261,555 ------------- 0	131,945 ------------- 0	21,293 ------------- 0	36,518 ------------- 0	18,184 ------------- 0	469,495 ------------- 0	0 ------------- 0
16THOMAS WILSON TECHNICAL EXECUTIVE	(i) (ii)	263,520 ------------- 0	97,690 ------------- 0	31,278 ------------- 0	37,021 ------------- 0	26,008 ------------- 0	455,517 ------------- 0	0 ------------- 0
17RITU BATRA DIRECTOR, BUSINESS TECH. SOLUTIONS	(i) (ii)	251,747 ------------- 0	124,500 ------------- 0	25,248 ------------- 0	34,490 ------------- 0	28 ------------- 0	436,013 ------------- 0	0 ------------- 0
18JANIS G MENDELSON ASSISTANT CORP SECRETARY	(i) (ii)	129,486 ------------- 0	25,300 ------------- 0	13,697 ------------- 0	15,653 ------------- 0	8,657 ------------- 0	192,793 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	FIRST-CLASS TRAVEL SENIOR VICE PRESIDENTS AND THE CHIEF EXECUTIVE OFFICER, ALONG WITH CERTAIN BOARD MEMBERS FOR WHOM EPRI REIMBURSES TRAVEL, ARE AUTHORIZED TO BOOK AIR TRAVEL ONE CLASS ABOVE ECONOMY ON FLIGHTS WHERE THE PUBLISHED DURATION IS MORE THAN FOUR (4) HOURS, OR THE TRIP DURATION (DEPARTURE AIRPORT TO DESTINATION AIRPORT) REQUIRES ONE OR MORE STOPS FOR A TOTAL PUBLISHED DURATION OF MORE THAN SEVEN (7) HOURS. PERSONAL SERVICES EPRI MAKES AVAILABLE TO ITS KEY OFFICERS A FINANCIAL PLANNING BENEFIT THROUGH AN OUTSIDE VENDOR, WHICH EACH OFFICER MAY DETERMINE TO ACCEPT OR DECLINE. OFFICERS SELECTING THE SERVICE MAY ALSO USE THE PLANNER FOR TAX PREPARATION ADVICE. THE BENEFIT IS TREATED AS TAXABLE INCOME TO THE OFFICER. THERE WERE ELEVEN OFFICERS THAT ACCEPTED A VOLUNTARY FINANCIAL PLANNING BENEFIT OFFERED BY EPRI WHICH RESULTED IN $16,992 OF TAXABLE INCOME TO ONE OF THOSE OFFICERS, $14,000 OF TAXABLE INCOME TO FIVE OF THOSE OFFICERS, $11,622 OF TAXABLE INCOME TO ONE OF THOSE OFFICERS AND $1,050 OF TAXABLE INCOME TO ONE OF THOSE OFFICERS. FLEXIBLE TIME OFF POLICY EFFECTIVE OCTOBER 1, 2022, EPRI IMPLEMENTED A FLEXIBLE TIME OFF POLICY UNDER WHICH BENEFITS ELIGIBLE EMPLOYEES DO NOT ACCRUE, VEST IN, OR CARRY OVER PAID VACATION TIME. THE ACCRUED VACATION BENEFIT WAS DISCONTINUED AND EMPLOYEES WERE COMPENSATED FOR ACCRUED VACATION BALANCES AS OF SEPTEMBER 30, 2022.
PART I, LINE 4A:	SEVERANCE ARRANGEMENTS THE INSTITUTE HAS ESTABLISHED SEVERANCE PLANS FOR ITS REGULAR EMPLOYEES, INCLUDING OFFICERS. EMPLOYEES HAVE NO PRE-EXISTING VESTED OR ACCRUED RIGHTS TO A SEVERANCE BENEFIT UNDER THESE PLANS, AND THE PLANS MAY BE CHANGED AT THE DISCRETION OF THE INSTITUTE. SEVERANCE BENEFITS IN EACH PLAN ARE CONTINGENT UPON QUALIFYING EMPLOYEE TERMINATIONS AND OTHER CONDITIONS AS REQUIRED IN THE PARTICULAR PLAN. GENERALLY, THE AMOUNT OF ANY SEVERANCE BENEFIT IS DEPENDENT UPON THE POSITION HELD BY THE EMPLOYEE AND LENGTH OF SERVICE UP TO FORTY-TWO WEEKS OF SALARY AND TWO MONTHS OF HEALTH BENEFIT CONTINUATION IN THE OFFICER PLAN. IN CONNECTION WITH THE LONG-TERM INCENTIVE PROGRAM, OFFICERS (AS DETERMINED BY THE BOARD OR A BOARD COMMITTEE) MAY BE ENTITLED TO A PAYMENT UPON QUALIFYING TERMINATIONS, AS REQUIRED IN THE PROGRAM. CHARMAINE DAVIS RECEIVED A SEVERANCE PAYMENT OF $289,020 DURING THE CLAENDAR YEAR 2022. PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN EPRI PROVIDES A RETIREMENT CONTRIBUTION FOR ITS EMPLOYEES BASED ON THEIR COMPENSATION. THIS RETIREMENT CONTRIBUTION IS USUALLY IN THE FORM OF AN EMPLOYER CONTRIBUTION TO ITS RETIREMENT PLANS. HOWEVER, IF THE CALCULATED RETIREMENT CONTRIBUTION EXCEEDS THE RETIREMENT PLAN EMPLOYER CONTRIBUTION LIMIT FOR THE YEAR, THE AMOUNT OF THE RETIREMENT CONTRIBUTION IN EXCESS OF THE LIMIT IS REPORTED ON THE EMPLOYEES' FORM W-2 AS TAXABLE INCOME AS REQUIRED AND REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) AS FOLLOWS: ARSHAD MANSOOR : $77,580 NEIL M WILMSHURST : $12,225 ROBERT N CHAPMAN : $7,747 PAMELA J KEEFE : $4,802
PART I, LINE 7:	NON-FIXED PAYMENTS OFFICERS, AS WELL AS EMPLOYEES, ARE ELIGIBLE FOR DISCRETIONARY INCENTIVE AWARDS BASED ON EPRI'S RESULTS AGAINST CORPORATE GOALS, WHICH ARE ESTABLISHED BY THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF THE BOARD, AND EACH INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TOWARD ACHIEVING THOSE GOALS. INCENTIVE AWARDS ARE STRONGLY TIED TO BOTH CORPORATE AND INDIVIDUAL PERFORMANCE. THE LEVEL OF INCENTIVE AWARDS FOR WHICH AN EMPLOYEE IS ELIGIBLE IS DETERMINED BASED AS A PERCENTAGE OF BASE SALARY, DEPENDING UPON THE EMPLOYEE'S POSITION, AND ARE CONSIDERED IN THE DETERMINATION BY EPRI OF A TOTAL REASONABLE COMPENSATION PACKAGE FOR THE POSITION. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF THE BOARD OF DIRECTORS CONSIDERS AND, IN ITS DISCRETIONARY JUDGMENT, APPROVES INCENTIVE PAYMENTS FOR EACH OFFICER AT THE LEVEL OF VICE PRESIDENT OR ABOVE, WITH THE EXCEPTION OF THE INCENTIVE PAYMENT FOR THE CHIEF EXECUTIVE OFFICER WHICH IS CONSIDERED AND, IN ITS DISCRETIONARY JUDGMENT, APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. PART II, COLUMN (C): DEFERRED COMPENSATION FOR CERTAIN OFFICERS OF THE ORGANIZATION, DEFERRED COMPENSATION INCLUDES AMOUNTS EARNED OR ACCRUED (BUT NOT FUNDED OR VESTED) AT DECEMBER 31, 2022 IN CONNECTION WITH THE ORGANIZATION'S LONG-TERM INCENTIVE PROGRAM AND OTHER SPECIFIC RETENTION.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

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

Attach to Form 990 or 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

Return Reference	Explanation
FORM 990, PART I, LINE 1 AND FORM 990, PART III, LINE 1:	ORGANIZATION'S MISSION AND MOST IMPORTANT ACTIVITIES ELECTRIC POWER RESEARCH INSTITUTE (THE INSTITUTE OR EPRI) CONDUCTS RESEARCH AND DEVELOPMENT RELATING TO GENERATION, DELIVERY AND USE OF ELECTRICITY FOR THE BENEFIT OF THE PUBLIC. AN INDEPENDENT, NONPROFIT ORGANIZATION, EPRI BRINGS TOGETHER ITS SCIENTISTS AND ENGINEERS AS WELL AS EXPERTS FROM ACADEMIA AND INDUSTRY TO HELP ADDRESS CHALLENGES IN ELECTRICITY, INCLUDING RELIABILITY, EFFICIENCY, HEALTH, SAFETY AND THE ENVIRONMENT. EPRI ALSO PROVIDES TECHNOLOGY, POLICY AND ECONOMIC ANALYSES TO DRIVE LONG-RANGE RESEARCH AND DEVELOPMENT PLANNING AND SUPPORTS RESEARCH IN EMERGING TECHNOLOGIES. EPRI'S PRINCIPAL OFFICES AND LABORATORIES ARE LOCATED IN PALO ALTO, CA; CHARLOTTE, NC; KNOXVILLE, TN; AND LENOX, MA.
FORM 990, PART VI, SECTION A, LINE 6	EPRI HAS FIVE CLASSES OF MEMBERS, NAMELY: (A) CLASS I (1) ANY PERSON, FIRM, AGENCY OR CORPORATION OWNED BY THE FEDERAL GOVERNMENT, OR BY AN AGENCY, AUTHORITY OR INSTRUMENTALITY OF THE FEDERAL GOVERNMENT, WHICH IS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, TRANSMISSION OR DISTRIBUTION OF ELECTRIC POWER FOR PUBLIC USE WITHIN THE UNITED STATES; (2) ANY COOPERATIVE ASSOCIATION OR COOPERATIVE CORPORATION WHICH IS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, TRANSMISSION OR DISTRIBUTION OF ELECTRIC POWER FOR PUBLIC USE WITHIN THE UNITED STATES; (3) ANY NONFEDERAL GOVERNMENTAL OR OTHER PUBLIC AGENCY, AUTHORITY OR INSTRUMENTALITY, OR ANY NON-PROFIT CORPORATION, ASSOCIATION OR OTHER NON-PROFIT ORGANIZATION OPERATING PURSUANT TO GOVERNMENTAL OVERSIGHT OR REGULATION, WHICH IS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, TRANSMISSION OR DISTRIBUTION OF ELECTRIC POWER FOR PUBLIC USE WITHIN THE UNITED STATES; (4) ANY CORPORATION, ASSOCIATION OR OTHER ORGANIZATION OPERATING PURSUANT TO GOVERNMENTAL OVERSIGHT OR REGULATION, WHICH IS ENGAGED TO A SUBSTANTIAL DEGREE IN OPERATING, MAINTAINING OR ASSURING RELIABILITY OF SYSTEMS FOR THE TRANSMISSION OF ELECTRIC POWER FOR PUBLIC USES WITHIN THE UNITED STATES AND CANADA; OR (5) ANY GOVERNMENTAL OR OTHER PUBLIC AGENCY, AUTHORITY OR INSTRUMENTALITY WITHIN THE UNITED STATES WHICH IS ENGAGED TO A SUBSTANTIAL DEGREE IN DIRECTLY FUNDING RESEARCH AND DEVELOPMENT RELATED TO THE PRODUCTION, TRANSMISSION, DISTRIBUTION, SALE, AND UTILIZATION OF ELECTRIC POWER, INCLUDING BUT NOT LIMITED TO, ENERGY EFFICIENCY, RENEWABLES, AND ENVIRONMENTAL RESEARCH. (B) CLASS II REGULATED DOMESTIC ORGANIZATIONS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, DISTRIBUTION AND TRANSMISSION OF ELECTRICITY THAT HAVE AN OBLIGATION TO SERVE THE PUBLIC. (C) CLASS III NON-UNITED STATES PUBLIC/MUNICIPAL, COOPERATIVE, AND REGULATED INVESTOR-OWNED ORGANIZATIONS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, DISTRIBUTION AND TRANSMISSION OF ELECTRICITY, AS WELL AS ANALOGOUS RTO/ISO ORGANIZATIONS. (D) CLASS IV A NON-VOTING CLASS FOR UNREGULATED ORGANIZATIONS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, TRANSMISSION OR DISTRIBUTION INTO THE WHOLESALE MARKET OF ELECTRIC POWER, WHETHER DOMESTIC OR INTERNATIONAL. (E) CLASS V A NON-VOTING CLASS FOR OTHERS ELIGIBLE FOR MEMBERSHIP IN EPRI, THAT IS, THOSE DIRECTLY OR INDIRECTLY SUPPORTING A DOMESTIC OR INTERNATIONAL PROGRAM FOR ELECTRIC SECTOR RESEARCH.
FORM 990, PART VI, SECTION A, LINE 7A	MEMBER'S POWER TO ELECT OR APPOINT THE GOVERNING BODY IN 2022, THE MEMBERS OF EPRI'S BOARD OF DIRECTORS WERE ELECTED AND APPOINTED AS FOLLOWS: CLASS I MEMBERS MAY ELECT SEVEN MEMBERS OF THE BOARD. THE TENNESSEE VALLEY AUTHORITY AND THE BONNEVILLE POWER ADMINISTRATION MAY EACH APPOINT ONE MEMBER OF THE BOARD. CLASS II MEMBERS MAY ELECT FIFTEEN MEMBERS OF THE BOARD. CLASS III MEMBERS MAY ELECT SIX MEMBERS OF THE BOARD. THE EPRI GOVERNANCE AND NOMINATING COMMITTEE MAY APPOINT SIX MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7B	GOVERNANCE DECISIONS RESERVED TO MEMBERS MEMBERS HAVE THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND MAY HAVE OTHER POWERS CONFERRED BY THE NONPROFIT CORPORATION CODE OF THE DISTRICT OF COLUMBIA.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS AN EXTERNAL TAX FIRM AND EPRI STAFF WORK TOGETHER TO GATHER THE INFORMATION NECESSARY TO COMPLETE THE TAX RETURN. THE TAX FIRM PREPARES AN INITIAL DRAFT RETURN AND REVIEWS THE INITIAL DRAFT RETURN WITH THE FINANCE AND LEGAL MANAGEMENT TEAM; ITEMS ARE DISCUSSED AND REVIEWED. RECOMMENDED CHANGES ARE REFLECTED IN THE RETURN AND A DRAFT TAX RETURN IS PREPARED. THE DRAFT TAX RETURN IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND A COPY IS PROVIDED THROUGH A SECURE LINK TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE MAY QUESTION EPRI MANAGEMENT AND THE EXTERNAL TAX FIRM OR ASK FOR CLARIFICATION ON ANY ITEM ON THE RETURN. AFTER THE COMMITTEE HAS REVIEWED THE TAX RETURN, THE RETURN IS FILED WITH THE APPROPRIATE GOVERNING TAX AUTHORITIES.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES FILL OUT AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REVIEWED AND MAINTAINED BY EPRI'S LEGAL AND COMPLIANCE DEPARTMENT. THE FORMS ARE FILLED OUT ON AN ANNUAL BASIS. IF A CONFLICT OF INTEREST WERE TO ARISE, THE KEY EMPLOYEE, OFFICER OR BOARD MEMBER WITH THE CONFLICT WOULD BE RECUSED FROM THE DECISION MAKING PROCESS.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION OF CEO, OFFICERS, AND KEY EMPLOYEES OFFICERS' COMPENSATION DECISIONS FOR THOSE AT THE LEVEL OF VICE PRESIDENT AND ABOVE ARE DETERMINED BY THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF EPRI'S BOARD OF DIRECTORS, WITH THE EXCEPTION OF DETERMINATION OF COMPENSATION LEVELS FOR THE CEO AND NEW OFFICERS, WHICH ARE USUALLY DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEES OBTAIN AND ACT IN RELIANCE UPON APPROPRIATE COMPARABILITY AND BENCHMARKING DATA FOR THE OFFICER POSITIONS FROM A NATIONALLY RECOGNIZED INDEPENDENT SOURCE TO SUPPORT DETERMINATIONS OF FAIR MARKET VALUE OF OFFICERS' COMPENSATION FOR THE SERVICES RENDERED. THE COMMITTEES VOTE ON OFFICER COMPENSATION AT THEIR MEETINGS AND CONCURRENTLY DOCUMENT THE APPROVAL IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 16B: PARTICIPATION IN JOINT VENTURE/SIMILAR ARRANGEMENT WITH A TAXABLE ENTITY AS DEFINED BY THE FORM 990 INSTRUCTIONS, A JOINT VENTURE OR SIMILAR ARRANGEMENT (OR A "VENTURE OR ARRANGEMENT") MEANS ANY JOINT OWNERSHIP OR CONTRACTUAL ARRANGEMENT THROUGH WHICH THERE IS AN AGREEMENT TO JOINTLY UNDERTAKE A SPECIFIC BUSINESS ENTERPRISE, INVESTMENT, OR EXEMPT-PURPOSE ACTIVITY WITHOUT REGARD TO (1) WHETHER THE ORGANIZATION CONTROLS THE VENTURE OR ARRANGEMENT, AND (2) THE LEGAL STRUCTURE OF THE VENTURE OR ARRANGEMENT. EPRI PERFORMS SERVICES WORK AND OTHER UNRELATED BUSINESS ACTIVITIES AND REPORTS THAT WORK AS UNRELATED BUSINESS INCOME FOR APPROPRIATE TAX TREATMENT. PARTICULAR CARE IS TAKEN IN STRUCTURING BUSINESS ARRANGEMENTS SUCH AS COMMERCIALIZATION TRANSACTIONS, STRATEGIC ALLIANCES, SERVICE CENTERS, AND OTHER SIMILAR ARRANGEMENTS, INCLUDING OBTAINING ADVICE EARLY IN THE PROCESS, IN ORDER TO PROTECT EPRI'S TAX-EXEMPT STATUS AND MINIMIZE ANY LIABILITY.
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS MADE AVAILABLE TO THE PUBLIC EPRI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS FOR THE PAST THREE YEARS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

ELECTRIC POWER RESEARCH INSTITUTE INC

Employer identification number

23-7175375

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

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) EPRI INTERNATIONAL INC 3420 HILLVIEW AVENUE PALO ALTO,CA94304 52-2357247	INTL SALES	DE	EPRI	C	10,234,170	6,262,776	100.000 %	Yes
(2) EPRI EUROPE DAC BLOCKS 9-10 NEXUS UCD BELFIELD OF DUBLIN,BELFIELD OF DUBLID04 V2N9 EI	R&D APPLIC	EI	EPRI INTER INC	C	4,642,975	7,652,302	100.000 %	Yes

Schedule R (Form 990) 2021

Page 3

Part V

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

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

Yes

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

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

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

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

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

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

Yes

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

Yes

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 ............................

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

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

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) EPRI INTERNATIONAL INC	M	13,786,179	COST

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No