BATTELLE MEMORIAL INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: BATTELLE MEMORIAL INSTITUTE (EIN 31-4379427)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-09
IRS object ID: 202242219349302064
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-09T15:12:25-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	314379427	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BATTELLE MEMORIAL INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BATT	BusinessNameControlTxt
Phone	6144246424	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	505 KING AVENUE	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	432012693	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS E SHARPE	PersonNm
Person Title	ASST. TREASURER	PersonTitleTxt
Phone	6144244971	PhoneNum
Signature	2022-08-03	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	THOMAS	PersonFirstNm
Person Last	SHARPE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LEWIS VON THAER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	505 KING AVENUE	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	432012693	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$10,089,712,920	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BATTELLE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1925	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	SEE MISSION STATEMENT ON SCHEDULE O BATTELLE MEMORIAL INSTITUTE ("BMI") IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING THE UTILIZATION OF SCIENCE, THE SCIENTIFIC METHOD AND RESEARCH FOR THE BENEFIT AND EDUCATION OF MANKIND.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	39073	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$71,093,219	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$4,780,665	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,189,899,250	PYContributionsGrantsAmt
CY Contributions Grants	$8,954,666,857	CYContributionsGrantsAmt
PY Program Service Revenue	$1,022,675,497	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,037,325,791	CYProgramServiceRevenueAmt
PY Investment Income	$25,522,374	PYInvestmentIncomeAmt
CY Investment Income	$80,560,417	CYInvestmentIncomeAmt
PY Other Revenue	$7,399,039	PYOtherRevenueAmt
CY Other Revenue	$14,269,299	CYOtherRevenueAmt
PY Total Revenue	$9,245,496,160	PYTotalRevenueAmt
CY Total Revenue	$10,086,822,364	CYTotalRevenueAmt
PY Grants And Similar Paid	$14,833,020	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$29,452,429	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,183,200,159	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,526,542,228	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,966,436,847	PYOtherExpensesAmt
CY Other Expenses	$4,336,214,752	CYOtherExpensesAmt
PY Total Expenses	$9,164,470,026	PYTotalExpensesAmt
CY Total Expenses	$9,892,209,409	CYTotalExpensesAmt
PY Revenues Less Expenses	$81,026,134	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$194,612,955	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,336,035,166	TotalAssetsBOYAmt
Total Assets EOY	$1,558,568,214	TotalAssetsEOYAmt
Total Liabilities BOY	$655,130,088	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$708,486,798	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$680,905,078	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$850,081,416	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	BATTELLE MEMORIAL INSTITUTE ("BMI") IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING THE UTILIZATION OF SCIENCE, THE SCIENTIFIC METHOD AND RESEARCH FOR THE BENEFIT AND EDUCATION OF MANKIND.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,136,500,767	ExpenseAmt
Revenue	$557,426,275	RevenueAmt
Desc	BATTELLE MEMORIAL INSTITUTE ("BMI") AND ITS AFFILIATES OPERATE SEVEN UNITED STATES DEPARTMENT OF ENERGY ("DOE") NATIONAL LABORATORIES: BROOKHAVEN NATIONAL LABORATORY; IDAHO NATIONAL LABORATORY; LOS ALAMOS NATIONAL LABORATORY; NATIONAL RENEWABLE ENERGY LABORATORY; OAK RIDGE NATIONAL LABORATORY; PACIFIC NORTHWEST NATIONAL LABORATORY; SAVANNAH RIVER NATIONAL LABORATORY. BMI IS AN INTEGRATED SUBCONTRACTOR AT A SEVENTH DOE NATIONAL LABORATORY: LAWRENCE LIVERMORE NATIONAL LABORATORY. IN ADDITION, A BMI AFFILIATE HOLDS THE MANAGEMENT CONTRACT WITH RESPECT TO THE UNITED STATES DEPARTMENT OF HOMELAND SECURITY'S NATIONAL BIODEFENSE ANALYSIS AND COUNTERMEASURES CENTER. THROUGH OPERATION OF THE NATIONAL LABORATORIES, BMI AND ITS AFFILIATES ADDRESS CRITICAL ELEMENTS OF THE NATION'S SCIENTIFIC RESEARCH AGENDA, PERFORM BASIC AND APPLIED SCIENTIFIC RESEARCH, CREATE SCIENTIFIC KNOWLEDGE AND TECHNICAL SOLUTIONS IN KEY AREAS OF SCIENCE, INCREASE THE AVAILABILITY OF CLEAN AND ABUNDANT ENERGY, RESTORE AND PROTECT THE ENVIRONMENT, ENGAGE IN EDUCATIONAL ACTIVITIES, AND CONTRIBUTE TO NATIONAL SECURITY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$459,743,853	ExpenseAmt
Revenue	$408,973,060	RevenueAmt
Desc	BMI ALSO CONDUCTS SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS FOR OTHER FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES AND INDUSTRIAL SPONSORS, AND TRANSLATES SCIENCE AND TECHNOLOGY INTO PRODUCTS, SYSTEMS AND SERVICES FOR ITS SPONSORS. BMI PLACES SPECIAL EMPHASIS UPON SIGNATURE AREAS OF ENERGY, ENVIRONMENT AND MATERIAL SCIENCES, NATIONAL SECURITY, AND HEALTH AND LIFE SCIENCES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$29,452,429	ExpenseAmt
Grant	$29,452,429	GrantAmt
Desc	EACH YEAR, BMI DISTRIBUTES AT LEAST TWENTY PERCENT OF ITS PRIOR YEAR CONSOLIDATED NET INCOME BEFORE ADJUSTMENTS FOR UNREALIZED GAINS AND LOSSES TO PUBLIC CHARITIES AND EDUCATIONAL INSTITUTIONS. DISTRIBUTIONS ARE PRIMARILY FOCUSED UPON EDUCATION, HUMAN SERVICES, ARTS AND SCIENCES, AND ECONOMIC DEVELOPMENT. BMI ACTIVELY SUPPORTS EDUCATIONAL INITIATIVES IN OHIO, TENNESSEE AND ACROSS THE UNITED STATES THAT PROMOTE STUDENT ACHIEVEMENT, ASSIST WITH PROFESSIONAL DEVELOPMENT FOR TEACHERS, AND PROMOTE INQUIRY-BASED LEARNING, ESPECIALLY IN THE SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) DISCIPLINES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$6,625,697,049	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	Yes (1)	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3526	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	39073	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDWARD GRECCO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6144247997	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	505 KING AVENUE	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	432012693	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN K WELCH
CHAIRMAN AND DIRECTOR	3.00	Yes (X)	$171,989	$0	$0
SEAN C O'KEEFE
DIRECTOR	3.00	Yes (X)	$158,405	$0	$0
MICHAEL J GASSER
DIRECTOR	3.00	Yes (X)	$151,471	$0	$0
JOHN C LECHLEITER
DIRECTOR	3.00	Yes (X)	$153,567	$0	$0
KIRKLAND H DONALD
DIRECTOR	3.00	Yes (X)	$149,829	$0	$0
STEPHANIE O'SULLIVAN
DIRECTOR	3.00	Yes (X)	$143,495	$0	$0
SUZANNE M VAUTRINOT
DIRECTOR	3.00	Yes (X)	$145,992	$0	$0
VICKY A BAILEY
DIRECTOR	3.00	Yes (X)	$152,582	$0	$0
STEPHEN D STEINOUR
DIRECTOR	3.00	Yes (X)	$160,662	$0	$0
WAYNE FREDERICK
DIRECTOR FROM 02/21	3.00	Yes (X)	$0	$0	$0
RONALD D TOWNSEND
EXECUTIVE VP, GLOBAL LAB OPS	40.00		$2,546,104	$0	$20,227	Yes (X)
LEWIS VON THAER
PRESIDENT & CEO	39.00		$4,233,802	$0	$44,904	Yes (X)	1.00
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	40.00		$1,134,338	$0	$137,394	Yes (X)
EDWARD GRECCO
EXECUTIVE VP, CFO	40.00		$1,388,388	$0	$49,563	Yes (X)
STEVEN F ASHBY
SR VP, LAB DIRECTOR	40.00		$856,599	$0	$127,221	Yes (X)
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	40.00		$858,902	$0	$62,871	Yes (X)
MATTHEW L VAUGHAN
EXECUTIVE VP, CONTRACT RESEARCH	40.00		$851,068	$0	$45,674	Yes (X)
MARK T PETERS
EXECUTIVE VP, LAB DIRECTOR	40.00		$868,979	$0	$62,394	Yes (X)
AIMEE KENNEDY
SR VP, CHIEF HR OFFICER	40.00		$648,063	$0	$44,411	Yes (X)
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	39.00		$311,752	$0	$106,115	Yes (X)	1.00
BRIAN R SMITH
TREASURER	39.00		$316,202	$0	$65,984	Yes (X)	1.00
MARK D PERRIGO
ASST TREAS. & CONTROLLER	40.00		$182,911	$0	$20,059	Yes (X)
JOHN WAGNER
SR VP, LAB DIRECTOR FROM 11/20	40.00		$491,782	$0	$59,645	Yes (X)
GEORGE LECAKES
VP & GENERAL MANAGER	40.00		$768,486	$0	$55,889			Yes (X)
MICHAEL JANUS
VP & GENERAL MANAGER	40.00		$578,386	$0	$93,207			Yes (X)
JUSTIN SANCHEZ
FELLOW	40.00		$526,949	$0	$37,252			Yes (X)
JOSEPH BERGER
VP COMM MARKETING & SALES	40.00		$558,789	$0	$63,406			Yes (X)
GEORGE KORCH
LAB DIRECTOR	40.00		$560,253	$0	$23,422			Yes (X)
MALESA LITTERAL
SR VP, CHIEF HR OFFICER TO 9/19	0.00		$133,908	$0	$0				Yes (X)
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	0.00		$616,441	$0	$0				Yes (X)
BRETT BOSLEY
ACTING CFO 7/17 TO 05/18	0.00		$153,875	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$19,973,969	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,119,638	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	15724	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CENTERRA GROUP LLC
7121 FARIWAY DR	PALM BEACH GARDENS	FL	33418	PROFESSIONAL SERVICES	$46,844,154
MERRICK SMSI JOINT VENTURE LLP
600 6TH ST	LOS ALAMOS	NM	87544	PROFESSIONAL SERVICES	$37,293,165
GE-HITACHI NUCLEAR ENERGY AMERICAS LLC
3901 CASTLE HAYNE RD	WILMINGTON	NC	28402	TECHNICAL SERVICES	$26,193,831
EW HOWELL CO LLC
245 NEWTOWN RD	PLAINVIEW	NY	11803	CONSTRUCTION SERVICES	$23,188,923
ESTECH LLC
1200 N MAIN ST	MERIDIAN	ID	83680	PROFESSIONAL SERVICES	$23,147,180

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	547	CntrctRcvdGreaterThan100KCnt
Government Grants	$8,915,143,785	GovernmentGrantsAmt
All Other Contributions	$39,523,072	AllOtherContributionsAmt
Total Contributions	$8,954,666,857	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GOVERNMENT CONTRACTS	541700	$863,947,225	$863,947,225
SCIENTIFIC RESEARCH	541700	$173,378,566	$102,452,110	$70,926,456

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,037,325,791	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,791,828	TotalRevenueColumnAmt
Unrelated Business Revenue	$166,763	UnrelatedBusinessRevenueAmt
Exclusion	$3,625,065	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,228,537	TotalRevenueColumnAmt
Exclusion	$5,228,537	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$104,288	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$104,288	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$104,288	TotalRevenueColumnAmt
Exclusion	$104,288	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$69,392,145	SecuritiesAmt
Other	$10,267,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$208,859	SecuritiesAmt
Other	$2,681,697	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$69,183,286	SecuritiesAmt
Other	$7,585,303	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$76,768,589	TotalRevenueColumnAmt
Exclusion	$76,768,589	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
MISCELLANEOUS REVENUE	541700	$8,907,816	$8,907,816
CURRENCY CONVERSION	541700	$28,658	$28,658

Field	Value	IRS element (for citing)
Other Revenue Total	$8,936,474	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,086,822,364	TotalRevenueColumnAmt
Related Or Exempt Func Income	$966,399,335	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$71,093,219	UnrelatedBusinessRevenueAmt
Exclusion	$94,662,953	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$29,452,429	TotalAmt
Program Services	$29,452,429	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$19,174,660	TotalAmt
Management And General	$19,174,660	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,948,352,360	TotalAmt
Program Services	$2,689,482,544	ProgramServicesAmt
Management And General	$1,258,869,816	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$388,268,489	TotalAmt
Program Services	$263,715,097	ProgramServicesAmt
Management And General	$124,553,392	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$885,830,211	TotalAmt
Program Services	$601,756,168	ProgramServicesAmt
Management And General	$284,074,043	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$284,916,508	TotalAmt
Program Services	$193,731,935	ProgramServicesAmt
Management And General	$91,184,573	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$7,632,637	TotalAmt
Program Services	$7,632,637	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$14,572,595	TotalAmt
Management And General	$14,572,595	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,449,872	TotalAmt
Management And General	$2,449,872	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$895,932	TotalAmt
Program Services	$895,932	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,101,506	TotalAmt
Management And General	$1,101,506	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,368,205,393	TotalAmt
Program Services	$1,568,722,923	ProgramServicesAmt
Management And General	$799,482,470	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$151,587	TotalAmt
Program Services	$151,587	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,215,591	TotalAmt
Program Services	$147,153	ProgramServicesAmt
Management And General	$8,068,438	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$257,299,184	TotalAmt
Program Services	$179,154,131	ProgramServicesAmt
Management And General	$78,145,053	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$126,885,499	TotalAmt
Program Services	$83,665,146	ProgramServicesAmt
Management And General	$43,220,353	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$55,930,857	TotalAmt
Program Services	$38,634,393	ProgramServicesAmt
Management And General	$17,296,464	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$584,955	TotalAmt
Program Services	$371,756	ProgramServicesAmt
Management And General	$213,199	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,467,398	TotalAmt
Program Services	$6,051,941	ProgramServicesAmt
Management And General	$3,415,457	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,358,196	TotalAmt
Program Services	$16,750,976	ProgramServicesAmt
Management And General	$9,607,220	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,616,244	TotalAmt
Management And General	$7,616,244	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PURCHASES	$1,228,035,489	$801,954,916	$426,080,573
NON-INCOME TAX EXPENSE	$145,664,429	$104,215,850	$41,448,579
INCOME TAX EXPENSE	$1,615,062	$1,031,409	$583,653
RENTAL & MAINTENANCE	$35,817,068	$23,224,950	$12,592,118

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$37,715,258	TotalAmt
Program Services	$14,953,176	ProgramServicesAmt
Management And General	$22,762,082	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,892,209,409	TotalAmt
Program Services	$6,625,697,049	ProgramServicesAmt
Management And General	$3,266,512,360	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$55,828,111	BOYAmt
EOY	$85,777,638	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$153,920,382	BOYAmt
EOY	$216,566,620	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$271,356,931	BOYAmt
EOY	$234,000,844	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$3,730,923	BOYAmt
EOY	$7,385,093	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,396,353	BOYAmt
EOY	$1,582,027	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$43,865,987	BOYAmt
EOY	$42,948,018	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$569,349,618	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$395,431,146	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$192,503,478	BOYAmt
EOY	$173,918,472	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$416,212,401	BOYAmt
EOY	$456,078,522	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$88,923,683	BOYAmt
EOY	$205,084,870	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$107,296,917	BOYAmt
EOY	$135,226,110	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,336,035,166	BOYAmt
EOY	$1,558,568,214	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$167,786,549	BOYAmt
EOY	$187,288,818	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$48,114,463	BOYAmt
EOY	$52,259,591	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$240,000,000	BOYAmt
EOY	$305,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$199,229,076	BOYAmt
EOY	$163,938,389	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$655,130,088	BOYAmt
EOY	$708,486,798	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$680,905,078	BOYAmt
EOY	$850,081,416	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$680,905,078	BOYAmt
EOY	$850,081,416	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,336,035,166	BOYAmt
EOY	$1,558,568,214	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$194,612,955	ReconcilationRevenueExpnssAmt
Prior Period Adjustments	-$4,747,932	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$20,688,685	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,021,423,284	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,189,544,923	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,267,057,242	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,189,899,250	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,954,666,857	CurrentTaxYearAmt
Total	$32,622,591,556	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,021,423,284	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,189,544,923	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,267,057,242	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,189,899,250	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,954,666,857	CurrentTaxYearAmt
Total	$32,622,591,556	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$32,622,591,556	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,433,343	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,682,222	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,430,283	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,093,193	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,894,364	CurrentTaxYearAmt
Total	$95,533,405	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,624,143	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,657,994	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,812,493	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,789,035	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,781,665	CurrentTaxYearAmt
Total	$23,665,330	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$32,741,790,291	TotalSupportAmt
Gross Receipts Rltd Activities	$4,410,906,619	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99640	PublicSupportCY170Pct
Public Support PY170	0.99580	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	$0	PoliticalExpendituresAmt
Volunteer Hours	0	VolunteerHoursCnt
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$849,886	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$46,046	OtherActivitiesAmt
Total Lobbying Expenditures	$895,932	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART II-B, LINE 1:

LINE 1 (I) OTHER ACTIVITIES TWELVE ORGANIZATIONS REPORTED THAT A PORTION OF MEMBERSHIP DUES PAID BY BATTELLE WERE USED FOR LOBBYING.

SCHEDULE C SUPPLEMENTAL INFORMATION - PART IV

INTERNAL LOBBYING EXPENSES TOTALED $273,305 AND EXTERNAL LOBBYING EXPENSES TOTALED $576,581 FOR A TOTAL OF $849,886. THE GENERAL ISSUE AREA FOR LOBBYING IS INCREASED FUNDING IN THE FEDERAL BUDGET FOR SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS, THROUGH AUTHORIZATION AND APPROPRIATIONS BILLS AND REPORT LANGUAGE. THE SPECIFIC LOBBYING ISSUES INCLUDE THE U.S. HOUSE AND SENATE AUTHORIZATION BILLS FOR THE DEPARTMENT OF AGRICULTURE (FOOD AND DRUG ADMINISTRATION); DEPARTMENT OF COMMERCE; DEPARTMENT OF DEFENSE; DEPARTMENT OF EDUCATION; DEPARTMENT OF ENERGY; DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND CENTERS FOR DISEASE CONTROL AND PREVENTION); DEPARTMENT OF HOMELAND SECURITY, DEPARTMENT OF THE INTERIOR (ENVIRONMENTAL PROTECTION AGENCY), DEPARTMENT OF VETERANS AFFAIRS, AND THE NATIONAL SCIENCE FOUNDATION. ADDITIONALLY, THEY INCLUDE THE U.S. HOUSE AND SENATE APPROPRIATIONS BILLS FOR: AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES; COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES; DEFENSE; ENERGY AND WATER DEVELOPMENT; HOMELAND SECURITY; LABOR, HEALTH AND HUMAN SERVICES, EDUCATION, AND RELATED AGENCIES; MILITARY CONSTRUCTION, VETERANS AFFAIRS, AND RELATED AGENCIES; STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS. THE HOUSE(S) OF CONGRESS AND FEDERAL AGENCIES CONTACTED (THOUGH NOT NECESSARILY LOBBIED) INCLUDE: DEPARTMENT OF EDUCATION, DEPARTMENT OF ENERGY, DEPARTMENT OF DEFENSE, DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND FOOD AND DRUG ADMINISTRATION), DEPARTMENT OF HOMELAND SECURITY, ENVIRONMENTAL PROTECTION AGENCY, NATIONAL SCIENCE FOUNDATION, U.S. HOUSE, AND U.S. SENATE. IN ADDITION, A MINOR AMOUNT OF LOBBYING IS CONDUCTED WITH VARIOUS STATE AND LOCAL GOVERNMENTS AND/OR AGENCIES.

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$7,777,004	InvestmentCostOrOtherBasisAmt
Book Value	$7,777,004	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$345,537,181	InvestmentCostOrOtherBasisAmt
Depreciation	$236,649,724	DepreciationAmt
Book Value	$108,887,457	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$198,731,693	InvestmentCostOrOtherBasisAmt
Depreciation	$158,781,422	DepreciationAmt
Book Value	$39,950,271	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$17,303,740	InvestmentCostOrOtherBasisAmt
Book Value	$17,303,740	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$173,918,472	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$191,460,010	BookValueAmt
Method Valuation	C	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	RABBI TRUSTS	Desc
Book Value	$13,624,860	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$205,084,870	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$10,629,193
GOODWILL	$6,944,100
PREPAID PENSION COSTS	$93,583,229
OPERATING LEASE	$24,069,588

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$135,226,110	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
LONG TERM BENEFIT RELATED LIABILITIES	$20,967,420
OTHER LONG TERM LIABILITIES	$4,905,609
LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS	$121,217,936
OPERATING LEASE LIABILITY	$16,847,424

Field	Value	IRS element (for citing)
Total Liability	$163,938,389	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SUPPLEMENTAL INFORMATION	FormAndLineReferenceDesc
Explanation	PART X, LINE 2 - FIN 48(ASC 740) FOOTNOTE THE PROVISIONS OF FIN 48 INCLUDED IN FASB ASC 740 APPLY TO BATTELLE MEMORIAL INSTITUTE (BMI). A FIN 48 ANALYSIS FOR UNCERTAIN INCOME TAX POSITIONS WAS PERFORMED BY BMI AND REVIEWED BY ITS INDEPENDENT AUDITORS. AS A RESULT OF THE ANALYSIS, NO FIN 48 RESERVES FOR UNCERTAIN TAX POSITIONS WERE REQUIRED AND NONE WERE RECORDED IN THE FINANCIAL STATEMENTS. THEREFORE NO SPECIFIC FIN 48 FOOTNOTE WAS INCLUDED IN BMI'S FINANCIAL STATEMENTS.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$121,025,866
EUROPE	INVESTMENTS	$36,375,890
EUROPE	PROGRAM SERVICES	$9,463,289	4	28	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
NORTH AMERICA	PROGRAM SERVICES	$64,076	1	1	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,	PROGRAM SERVICES	$66,541	1	1	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT

Field	Value	IRS element (for citing)
Subtotal Offices	6	SubtotalOfficesCnt
Subtotal Employees	30	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	6	TotalOfficeCnt
Total Employee	30	TotalEmployeeCnt
Subtotal Spent	$166,995,662	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$166,995,662	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3:	ALL EXPENDITURES ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING.
PART III ACCOUNTING METHOD:
PART 1, LINE 3	ALL OF THE EXPENDITURES IN THE REGION WERE ASSOCIATED WITH PROGRAM SERVICES THAT WERE PERFORMED IN UKRAINE PURSUANT TO A CONTRACT WITH THE U.S. GOVERNMENT AND NO PROGRAM SERVICES WERE PERFORMED IN RUSSIA.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (131 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
ABACO RESCUE FUND
2 SAN DIEGO RD	PONTE VEDRA	FL	32082	842977702	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES
106 NEW SCOTLAND AVE	ALBANY	NY	12208	141423161	501(C)(3)	$6,600	GENERAL OPERATING SUPPORT
AMERICAN CANCER SOCIETY
3500 EMBASSY PKWY	AKRON	OH	44333	131788491	501(C)(3)	$5,428	GENERAL OPERATING SUPPORT
AMERICAN HEART ASSOCIATION
5455 NORTH HIGH ST	COLUMBUS	OH	43214	135613797	501(C)(3)	$20,721	GENERAL OPERATING SUPPORT
AMERICAN PHYSICAL SOCIETY
1 PHYSICS ELLIPSE	COLLEGE PARK	MD	20740	131656610	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
AMERICAN RED CROSS
431 18TH STREET NW	WASHINGTON	DC	20006	530196605	501(C)(3)	$11,212	GENERAL OPERATING SUPPORT
ANN'S CHOICE INC
701 MAIDEN CHOICE LN	BALTIMORE	MD	21228	522324152	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
BALLET METROPOLITAN
322 MT VERNON AVE	COLUMBUS	OH	43215	310858562	501(C)(3)	$9,059	GENERAL OPERATING SUPPORT
BARBER SCOTIA COLLEGE
145 CABARRUS AVE	CONCORD	NC	28025	566007078	501(C)(3)	$10,250	GENERAL OPERATING SUPPORT
BIG LOST RIVER IRRIGATION DISTRICT
PO BOX 205	MACKAY	ID	83251	820356229	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
BOISE STATE UNIVERSITY FOUNDATION
1910 UNIVERSITY DR	BOISE	ID	83725	826010706	501(C)(3)	$25,000	GENERAL OPERATING SUPPORT
BRECKSVILLE-BROADVIEW HEIGHTS HIGH SCHOOL
6380 MILL RD	BROADVIEW HEIGHTS	OH	44147	346000321	170(C)(1)	$10,230	GENERAL OPERATING SUPPORT
BROOKHAVEN WOMEN'S & YOUTH SERVICES
1 INDEPENDENCE HILL	FARMINGVILLE	NY	11738	112822637	501(C)(3)	$6,050	GENERAL OPERATING SUPPORT
BUTTE COUNTY SHERIFF
PO BOX 130	ARCO	ID	83213	826000288	170(C)(1)	$10,000	GENERAL OPERATING SUPPORT
CATHOLIC RELIEF SERVICES
228 W LEXINGTON ST	BALTIMORE	MD	21201	135563422	501(C)(3)	$6,910	GENERAL OPERATING SUPPORT
CENTER OF SCIENCE AND INDUSTRY
333 WEST BROAD ST	COLUMBUS	OH	43215	314383802	501(C)(3)	$41,500	GENERAL OPERATING SUPPORT
CHAMBER MUSIC COLUMBUS
PO BOX 14445	COLUMBUS	OH	43214	310679936	501(C)(3)	$5,150	GENERAL OPERATING SUPPORT
COLLEGE & CAREER PLAZA
5313 CIRCITA DEL SUR	SANTA FE	NM	87507	843961213	501(C)(3)	$6,050	GENERAL OPERATING SUPPORT
COLUMBUS FOUNDATION
41 S HIGH ST	COLUMBUS	OH	43215	316044264	501(C)(3)	$10,295,056	GENERAL OPERATING SUPPORT
COLUMBUS METROPOLITAN CLUB
100 E BROAD ST	COLUMBUS	OH	43215	310889324	501(C)(3)	$8,104	GENERAL OPERATING SUPPORT
COLUMBUS MUSEUM OF ART
480 EAST BROAD ST	COLUMBUS	OH	43215	314379447	501(C)(3)	$28,667	GENERAL OPERATING SUPPORT
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE ST	COLUMBUS	OH	43215	316402408	501(C)(3)	$12,750	GENERAL OPERATING SUPPORT
COLUMBUS ZOOLOGICAL PARK ASSOC
9990 RIVERSIDE DR	POWELL	OH	43065	314390844	501(C)(3)	$8,042	GENERAL OPERATING SUPPORT
COMMUNITIES IN SCHOOLS OF NEW MEXICO
PO BOX 367	SANTA FE	NM	87504	850481104	501(C)(3)	$6,433	GENERAL OPERATING SUPPORT
CONGRESSIONAL MEDAL OF HONOR SOCIETY
40 PATRIOTS POINT RD	MOUNT PLEASANT	SC	29464	526056376	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
CORNELL UNIVERSITY
341 PINE TREE RD	ITHACA	NY	14850	150532082	501(C)(3)	$5,210	GENERAL OPERATING SUPPORT
CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN ST	COLUMBUS	OH	43215	274864843	170(C)(1)	$8,450	GENERAL OPERATING SUPPORT
DISCOVER LIFE IN AMERICA
1316 CHEROKEE ORCHARD RD	GATLINBURG	TN	37738	621770910	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
DRAKE UNIVERSITY
2507 UNIVERSITY AVE	DES MOINES	IA	50311	420680460	501(C)(3)	$6,720	GENERAL OPERATING SUPPORT
EAST TENNESSEE FOUNDATION
520 W SUMMIT HILL DR	KNOXVILLE	TN	37902	620807696	501(C)(3)	$1,930,350	GENERAL OPERATING SUPPORT
EAST TENNESSEE HISTORICAL SOCIETY
PO BOX 1629	KNOXVILLE	TN	37901	320320825	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
ECHO OF BRANDON
507 N PARSONS AVE	BRANDON	FL	33510	593051533	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
ESPANOLA HUMANE
108 HAMM PKWY	ESPANOLA	NM	87532	850406234	501(C)(3)	$22,621	GENERAL OPERATING SUPPORT
FOOD DEPOT
1222 A SILER RD	SANTA FE	NM	87507	850416803	501(C)(3)	$38,961	GENERAL OPERATING SUPPORT
FOUNDATION FOR EXCELLENCE
526 W FREMONT AVE	SUNNYVALE	CA	94087	770474749	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
FOUR CORNERS GLOBAL OUTREACH
5801 W PLANO PKWY	PLANO	TX	75093	271883284	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
FREDERICK COMMUNITY COLLEGE FOUNDATION
7932 OPOSSUMTOWN PIKE	FREDERICK	MD	21702	521231768	501(C)(3)	$6,000	SCHOLARSHIPS
FREDERICK COUNTY PUBLIC SCHOOLS
191 EAST SOUTH ST	FREDERICK	MD	21701	526000941	170(C)(1)	$50,000	STEM EDUCATION
FRIENDS OF THE ESPANOLA PUBLIC LIBRARY
313 N PASEO DE ONATE	ESPANOLA	NM	87532	383798237	170(C)(1)	$6,445	GENERAL OPERATING SUPPORT
FRIENDS OF THE SANTA FE PUBLIC LIBRARY
145 WASHINGTON AVE	SANTA FE	NM	87501	510161692	170(C)(1)	$5,090	GENERAL OPERATING SUPPORT
GIRLS INCORPORATED OF TN VALLEY
PO BOX 7040	OAK RIDGE	TN	37831	591743795	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
GOODWILL COLUMBUS
1331 EDGEHILL ROAD	COLUMBUS	OH	43212	314379448	501(C)(3)		GENERAL OPERATING SUPPORT	$6,000	FMV	2005 CHEVY SUBURBAN TRUCK
GREAT SMOKEY MOUNTAIN INSTITUTE
9275 TREMONT RD	TOWNSEND	TN	37882	621833479	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
GREAT SMOKY MOUNTAIN COUNCIL
373 CAMP BUCK TOMS RD	ROCKWOOD	TN	37854	620476811	501(C)(3)	$5,750	GENERAL OPERATING SUPPORT
GROWING UP NEW MEXICO
440 CERRILLOS RD	SANTA FE	NM	87501	850163601	501(C)(3)	$32,395	GENERAL OPERATING SUPPORT
HABITAT FOR HUMANITY
726 RIVERSIDE DR	ESPAOLA	NM	87532	222598353	501(C)(3)	$7,908	GENERAL OPERATING SUPPORT
HIGHLANDS FOUNDATION
PO BOX 9000	LAS VEGAS	NM	87701	750121368	501(C)(3)	$7,075	GENERAL OPERATING SUPPORT
HILLCREST HIGH SCHOOL
2800 OWEN ST	IDAHO FALLS	ID	83406	826001206	170(C)(1)	$11,868	GENERAL OPERATING SUPPORT
HOPE PREGNANCY CENTER
PO BOX 1320	LOS ALAMOS	NM	87544	850423290	501(C)(3)	$13,861	GENERAL OPERATING SUPPORT
IDAHO COMMUNITY FOUNDATION
210 W STATE ST	BOISE	ID	83702	820425063	501(C)(3)	$23,750	GENERAL OPERATING SUPPORT
IDAHO GOVERNOR'S CUP
PO BOX 983	BOISE	ID	83701	208277116	501(C)(3)	$10,000	IDAHO GOVERNOR'S CUP
IDAHO HISPANIC FOUNDATION
5465 E TERRA LINDA WAY	NAMPA	ID	83687	830536327	501(C)(3)	$20,000	GENERAL OPERATING SUPPORT
IDAHO STATE UNIVERSITY
921 S 8TH AVE	POCATELLO	ID	83209	826000924	501(C)(3)	$11,500	GENERAL OPERATING SUPPORT
IDAHO STEM ACTION CENTER FOUNDATION
802 W BANNOCK ST	BOISE	ID	83702	822903945	501(C)(3)	$199,750	GENERAL OPERATING SUPPORT
INSTITUTE ON SCIENCE FOR GLOBL POLICY
13630 SAHUARO SUNSET RD	TUSCON	AZ	85749	453998749	501(C)(3)	$20,000	COVID PROGRAMS
JEFFERSON SCHOOL
305 N 3700 E	RIGBY	ID	83442	826000779	170(C)(1)	$17,500	GENERAL OPERATING SUPPORT
JUNIOR ACHIEVEMENT OF EAST TENNESSEE
2135 N CHARLES SEIVERS BLVD	CLINTON	TN	37716	620810145	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
KITCHEN ANGELS
1222 SILER RD	SANTA FE	NM	87507	850423492	501(C)(3)	$9,385	GENERAL OPERATING SUPPORT
KNOXVILLE ZOOLOGICAL GARDENS
3500 KNOXVILLE ZOO DR	KNOXVILLE	TN	37914	621034633	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
LA CARES
PO BOX 248	LOS ALAMOS	NM	87544	850431802	501(C)(3)	$5,409	GENERAL OPERATING SUPPORT
LEGACY PARKS FOUNDATION
900 VOLUNTEER LANDING LANE	KNOXVILLE	TN	37902	204631230	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
LOS ALAMOS COMMUNITY FOUNDATION
PO BOX 1225	LOS ALAMOS	NM	87544	352546420	501(C)(3)	$6,288	GENERAL OPERATING SUPPORT
LOS ALAMOS FAMILY COUNCIL
1505 15TH ST	LOS ALAMOS	NM	87544	850165066	501(C)(3)	$5,385	GENERAL OPERATING SUPPORT
LOS ALAMOS INSTITUTE
PO BOX 515	LOS ALAMOS	NM	87544	208369162	501(C)(3)	$9,500	GENERAL OPERATING SUPPORT
LOS ALAMOS NATIONAL LABORATORY FOUNDATION
1112 PLAZA DEL NORTE	ESPAOLA	NM	87532	742853972	501(C)(3)	$707,651	GENERAL OPERATING SUPPORT
LOS ALAMOS PUBLIC SCHOOLS FOUNDATION
1010 CENTRAL AVE	LOS ALAMOS	NM	87544	020773298	501(C)(3)	$15,235	GENERAL OPERATING SUPPORT
LUNA COMMUNITY COLLEGE FOUNDATION
366 LUNA DR	LAS VEGAS	NM	87701	742851490	501(C)(3)	$8,000	GENERAL OPERATING SUPPORT
MANA DEL NORTE
PO BOX 9236	SANTA FE	NM	87504	850436087	501(C)(3)	$5,500	SCHOLARSHIPS
MESA TO MESA
PO BOX 1008	ESPAOLA	NM	87532	472594591	501(C)(3)	$7,938	GENERAL OPERATING SUPPORT
METRO EARLY COLLEGE
1929 KENNY RD	COLUMBUS	OH	43210	900838465	501(C)(3)	$7,502,801	GENERAL OPERATING SUPPORT
MID-OHIO FOODBANK
3960 BROOKHAVEN DR	GROVE CITY	OH	43123	310865343	501(C)(3)	$39,760	GENERAL OPERATING SUPPORT
MIDWAY MIDDLE SCHOOL
105 BLUFF RD	KINGSTON	TN	37763	461439172	170(C)(1)	$12,000	GENERAL OPERATING SUPPORT
MUSE KNOXVILLE
516 N BEAMAN ST	KNOXVILLE	TN	37914	237039472	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
MUSEUM OF APPALACHIA
PO BOX 1189	CLINTON	TN	37828	043595011	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
MUSEUMS AT MITCHEL
ONE DAVIS AVE	GARDEN CITY	NY	11530	113558761	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
MUSKEGON COUNTY COMMUNITY FOUNDATION
425 W WESTERN AVE	MUSKEGON	MI	49440	386114135	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
NATIONAL SOCIETY OF BLACK PHYSICISTS
3033 WILSON BLVD	ARLINGTON	VA	22201	640800196	501(C)(3)	$6,000	GENERAL OPERATING SUPPORT
NEUROTECH INSTITUTE
410 WEST 10TH AVE	COLUMBUS	OH	43210	882087533	501(C)(3)	$5,000,000	GENERAL OPERATING SUPPORT
NEW ALBANY COMMUNITY FOUNDATION
220 MARKET ST	NEW ALBANY	OH	43054	311409264	501(C)(3)	$49,400	GENERAL OPERATING SUPPORT
NEW MEXICO CONSORTIUM
4200 W JEMEZ RD	LOS ALAMOS	NM	87544	260370262	501(C)(3)	$19,720	GENERAL OPERATING SUPPORT
NEW YORK UNIVERSITY
105 E 17TH ST	NEW YORK	NY	10003	135562308	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
NNEMAP FOOD PANTRY
PO BOX 10614	COLUMBUS	OH	43201	310896363	501(C)(3)	$10,100	GENERAL OPERATING SUPPORT
NORTHERN NEW MEXICO COLLEGE FOUNDATION
921 PASEO DE ONATE	ESPAOLA	NM	87532	742835828	501(C)(3)	$7,780	GENERAL OPERATING SUPPORT
OAK RIDGE COMMUNITY PLAYHOUSE
PO BOX 5705	OAK RIDGE	TN	37831	626002614	501(C)(3)	$10,250	GENERAL OPERATING SUPPORT
OAK RIDGE PUBLIC SCHOOL EDUCATION FOUNDATION
P O BOX 117	OAK RIDGE	TN	37831	621809810	501(C)(3)	$20,000	GENERAL OPERATING SUPPORT
OHIO STATE UNIVERSITY FOUNDATION
PO BOX 710811	COLUMBUS	OH	43271	311145986	501(C)(3)	$25,792	GENERAL OPERATING SUPPORT
PAJARITO ENVIRONMENTAL EDUCATION CENTER
2600 CANYON RD	LOS ALAMOS	NM	87544	850478101	501(C)(3)	$6,985	GENERAL OPERATING SUPPORT
PELOTONIA
450 W BROAD ST	COLUMBUS	OH	43215	824997087	501(C)(3)	$16,968	GENERAL OPERATING SUPPORT
POCATELLO-CHUBBUCK SCHOOL
3115 POLE LINE RD	POCATELLO	ID	83201	826000591	170(C)(1)	$10,000	GENERAL OPERATING SUPPORT
PROMUSICA CHAMBER ORCHESTRA
620 EAST BROAD ST	COLUMBUS	OH	43215	310952873	501(C)(3)	$5,350	GENERAL OPERATING SUPPORT
REDI FOR EASTERN IDAHO
PO BOX 51564	IDAHO FALLS	ID	83405	820460529	501(C)(3)	$55,700	GENERAL OPERATING SUPPORT
REGIONAL DEVELOPMENT CORP
PO BOX 2698	ESPANOLA	NM	87532	742805791	501(C)(3)	$701,959	GENERAL OPERATING SUPPORT
RIO ARRIBA ADULT LITERACY PROGRAM
PO BOX 1113	ESPANOLA	NM	87532	460616148	501(C)(3)	$11,895	GENERAL OPERATING SUPPORT
ROANE STATE FOUNDATION
276 PATTON LANE	HARRIMAN	TN	37748	581413034	501(C)(3)	$34,000	GENERAL OPERATING SUPPORT
ROCKY MOUNTAIN PUBLIC BROADCASTING NETWORK
2101 ARAPAHOE ST	DENVER	CO	80202	840510785	501(C)(3)	$5,020	GENERAL OPERATING SUPPORT
ROCKY MOUNTAIN YOUTH
PO BOX 1960	RANCHOS DE TAOS	NM	87557	850404817	501(C)(3)	$6,655	GENERAL OPERATING SUPPORT
SAINT ELIZABETH SHELTER
804 ALARID ST	SANTA FE	NM	87505	850347650	501(C)(3)	$12,244	GENERAL OPERATING SUPPORT
SALVATION ARMY
966 EAST MAIN ST	COLUMBUS	OH	43205	135562351	501(C)(3)	$8,069	GENERAL OPERATING SUPPORT
SANTA FE ANIMAL SHELTER AND HUMANE SOCIETY
100 CAJA DEL RIO RD	SANTA FE	NM	87507	856000484	501(C)(3)	$5,641	GENERAL OPERATING SUPPORT
SANTA FE BUSINESS INCUBATOR
3900 PASEO DEL SOL	SANTA FE	NM	87507	850431271	501(C)(3)	$6,500	GENERAL OPERATING SUPPORT
SANTA FE COMMUNITY FOUNDATION
PO BOX 1827	SANTA FE	NM	87504	850303044	501(C)(3)	$9,608	GENERAL OPERATING SUPPORT
SECOND CHANCE SHELTER
130 COUNTY RD 398	BOAZ	AL	35957	262717351	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
SECRET CITY FESTIVAL OAK RIDGE TENNESSEE
969 OAK RIDGE TPKE	OAK RIDGE	TN	37830	811946605	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
SELF HELP
2390 NORTH RD	LOS ALAMOS	NM	87544	850209449	501(C)(3)	$13,644	GENERAL OPERATING SUPPORT
SHADOART PRODUCTIONS
503 S FRONT ST	COLUMBUS	OH	43215	311340461	501(C)(3)	$10,200	GENERAL OPERATING SUPPORT
SHORA FOUNDATION
2425 MARTIN LUTHER KING AVE	KNOXVILLE	TN	37915	260907375	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
SHOSHONE BANNOCK SCHOOL
17400 N HILINE RD	POCATELLO	ID	83202	820197554	170(C)(1)	$25,000	GENERAL OPERATING SUPPORT
ST JOSEPH MONTESSORI SCHOOL
933 HAMLET ST	COLUMBUS	OH	43201	310912807	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PL	MEMPHIS	TN	38105	620646012	501(C)(3)	$5,875	GENERAL OPERATING SUPPORT
STEM SANTA FE
PO BOX 33103	SANTA FE	NM	87594	822358193	501(C)(3)	$32,451	GENERAL OPERATING SUPPORT
STONY BROOK FOUNDATION
230 ADMINISTRATION	STONY BROOK	NY	11794	116077945	501(C)(3)	$5,200	GENERAL OPERATING SUPPORT
SUMMER INSTITUTE OF LINGUISTICS
7500 W CAMP WISDOM RD	DALLAS	TX	75236	751840827	501(C)(3)	$20,000	GENERAL OPERATING SUPPORT
SUPERCOMPUTING CHALLENGE
PO BOX 91824	ALBUQUERQUE	NM	87199	651207275	501(C)(3)	$21,437	GENERAL OPERATING SUPPORT
TAOS COMMUNITY FOUNDATION
PO BOX 1925	TAOS	NM	87571	850425147	501(C)(3)	$11,550	GENERAL OPERATING SUPPORT
TRI-CITIES FOOD BANK
424 W DESCHUTES AVE	KENNEWICK	WA	99336	911011971	501(C)(3)	$25,795	GENERAL OPERATING SUPPORT
UNITED WAY OF IDAHO FALLS & BONNEVILLE
330 SHOUP AVE	IDAHO FALLS	ID	83402	820233588	501(C)(3)	$45,350	GENERAL OPERATING SUPPORT
UNITED WAY OF LONG ISLAND
819 GRAND BLVD	DEER PARK	NY	11729	116042392	501(C)(3)	$25,000	GENERAL OPERATING SUPPORT
UNITED WAY OF NORTHERN NEW MEXICO
PO BOX 539	LOS ALAMOS	NM	87544	237138947	501(C)(3)	$244,509	GENERAL OPERATING SUPPORT
UNITED WAY OF SOUTHEASTERN IDAHO
PO BOX 911	POCATELLO	ID	83204	820209625	501(C)(3)	$11,500	GENERAL OPERATING SUPPORT
UNITED WAY OF THE BLUEGRASS
100 MIDLAND AVE	LEXINGTON	KY	40508	610444679	501(C)(3)	$8,510	GENERAL OPERATING SUPPORT
UNIVERSITY OF IDAHO FOUNDATION
875 PERIMETER DR	MOSCOW	ID	83844	237098404	501(C)(3)	$15,000	IDAHO CLIMATE
UNIVERSITY OF NEW MEXICO FOUNDATION
700 LOMAS BLVD	ALBUQUERQUE	NM	87102	850275408	501(C)(3)	$10,500	GENERAL OPERATING SUPPORT
UNIVERSITY OF TENNESSEE FOUNDATION
800 ANDY HOLT TOWER	KNOXVILLE	TN	37996	626001636	501(C)(3)	$21,110	GENERAL OPERATING SUPPORT
UNIVERSITY OF WASHINGTON FOUNDATION
320 MARY GATES HALL	SEATTLE	WA	98195	943079432	501(C)(3)	$13,550	GENERAL OPERATING SUPPORT
US COAST GUARD ACADEMY ALUMNI ASSOC
47 MOHEGAN AVE	NEW LONDON	CT	06320	611354978	501(C)(3)	$5,675	GENERAL OPERATING SUPPORT
VANGUARD CHARITABLE ENDOWMENT PROGRAM
100 VANGUARD BLVD	MALVERN	PA	17355	232888152	501(C)(3)	$15,869	GENERAL OPERATING SUPPORT
VIRGINIA TECH FOUNDATION
902 PRICES FORK RD	BLACKSBURG	VA	24060	540721690	501(C)(3)	$6,175	GENERAL OPERATING SUPPORT
YMCA
1450 IRIS ST	LOS ALAMOS	NM	87544	850130054	501(C)(3)	$11,474	GENERAL OPERATING SUPPORT
YOUTHWORKS
1000 CORDOVA PL	SANTA FE	NM	87505	850480524	501(C)(3)	$5,330	GENERAL OPERATING SUPPORT
YWCA
420 W CLINCH AVE	KNOXVILLE	TN	37902	620475701	501(C)(3)	$8,333	GENERAL OPERATING SUPPORT
HABITAT FOR HUMANITY
643 MIDDLE COUNTRY RD	MIDDLE ISLAND	NY	11953	112840553	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	131	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

BATTELLE MEMORIAL INSTITUTE (BMI) SENDS A LETTER TO EACH ORGANIZATION THAT STATES BY SIGNING AND DEPOSITING THE CHECK THEY ARE CONFIRMING THEY ARE A 501(C)(3) CHARITABLE ORGANIZATION OR A 170(C)(1) QUALIFYING GOVERNMENT ENTITY. FOR LARGER GRANTS, BMI REQUESTS IN CONNECTION WITH SOME OF THE ORGANIZATIONS, TO SIGN A DONOR OBJECTIVE LETTER THAT STATES THE SCOPE AND PURPOSE OF THE DISTRIBUTION. THE BMI BOARD OF DIRECTORS HAS FINAL APPROVAL FOR ANY DISTRIBUTIONS OVER $500,000. BATTELLE ENERGY ALLIANCE LLC, BATTELLE NATIONAL BIODEFENSE INSTITUTE LLC, BATTELLE SAVANNAH RIVER ALLIANCE LLC, BROOKHAVEN SCIENCE ASSOCIATES LLC, TRIAD NATIONAL SECURITY LLC, AND UT-BATTELLE LLC EACH HAVE THEIR OWN APPROACH TO MAKING SURE THE GRANTS ARE ONLY MADE TO PROPER OBJECTS OF CHARITY.

SUPPLEMENTAL EXPLANATION

BMI WAS CREATED PURSUANT TO THE WILL OF GORDON BATTELLE AS AN OHIO NOT-FOR-PROFIT CORPORATION, SPECIFICALLY AS AN OHIO INCORPORATED CHARITABLE TRUST. AS AN INCORPORATED CHARITABLE TRUST, BMI IS SUBJECT TO THE GENERAL SUPERVISION OF THE OHIO ATTORNEY GENERAL AND TO THE REQUIREMENTS OF OHIO NONPROFIT CORPORATION STATUTES. THE ORIGINAL PURPOSE OF BMI WAS TO CONDUCT RESEARCH IN METALLURGY OF COAL, IRON, STEEL AND ZINC AND TO MAKE DISTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. PURSUANT TO AN AGREEMENT WITH THE OHIO ATTORNEY GENERAL, BMI MAKES ANNUAL DISTRIBUTIONS FOR CHARITABLE PURPOSES EQUAL TO AT LEAST 20% OF ITS PRIOR YEAR FINANCIAL STATEMENT NET INCOME BEFORE ADJUSTMENTS FOR UNREALIZED GAINS AND LOSSES, BUT NOT LESS THAN ONE MILLION DOLLARS. ON AUGUST 11, 2005 THE BOARD OF DIRECTORS OF BATTELLE ADOPTED A RESOLUTION THAT ESTABLISHED A MINIMUM CHARITABLE DISTRIBUTION GOAL OF $3,000,000. IN AUGUST 2005, BMI ESTABLISHED A DONOR ADVISED FUND, THE BATTELLE FOUNDATION FUND (THE FUND), UNDER THE COLUMBUS FOUNDATION, A 501(C)(3) PUBLIC CHARITY COMMUNITY FOUNDATION THAT IS LEGALLY AND FINANCIALLY SEPARATE FROM BMI. A SUBSTANTIAL PORTION OF BMI'S CHARITABLE DISTRIBUTIONS ARE MADE TO THE FUND. BMI RECOMMENDS DISTRIBUTIONS FROM THE FUND TO QUALIFYING RECIPIENTS; HOWEVER, THE COLUMBUS FOUNDATION MAKES FINAL DECISIONS ON THE ACTUAL DISTRIBUTIONS. FUNDS TRANSFERRED FROM BMI TO THE FUND HAVE NO POSSIBILITY OF REVERSION TO BMI.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEWIS VON THAER
PRESIDENT & CEO	$637,040	$0	$3,050,000	$0	$546,762	$0	$22,600	$0	$22,304	$0	$4,278,706	$0	$0	$0
RONALD D TOWNSEND
EXECUTIVE VP, GLOBAL LAB OPS	$673,574	$0	$1,700,774	$0	$171,756	$0	$19,775	$0	$452	$0	$2,566,331	$0	$0	$0
EDWARD GRECCO
EXECUTIVE VP, CFO	$486,599	$0	$879,539	$0	$22,250	$0	$22,600	$0	$26,963	$0	$1,437,951	$0	$0	$0
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	$442,214	$0	$686,727	$0	$5,397	$0	$122,356	$0	$15,038	$0	$1,271,732	$0	$0	$0
STEVEN F ASHBY
SR VP, LAB DIRECTOR	$489,001	$0	$267,666	$0	$99,932	$0	$102,402	$0	$24,819	$0	$983,820	$0	$0	$0
MARK T PETERS
EXECUTIVE VP, LAB DIRECTOR	$531,647	$0	$279,404	$0	$57,928	$0	$26,251	$0	$36,143	$0	$931,373	$0	$0	$0
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	$330,401	$0	$526,767	$0	$1,734	$0	$34,890	$0	$27,981	$0	$921,773	$0	$0	$0
MATTHEW L VAUGHAN
EXECUTIVE VP, CONTRACT RESEARCH	$272,997	$0	$576,404	$0	$1,667	$0	$22,600	$0	$23,074	$0	$896,742	$0	$0	$0
GEORGE LECAKES
VP & GENERAL MANAGER	$340,603	$0	$423,824	$0	$4,059	$0	$54,780	$0	$1,109	$0	$824,375	$0	$0	$0
AIMEE KENNEDY
SR VP, CHIEF HR OFFICER	$274,611	$0	$371,625	$0	$1,827	$0	$26,516	$0	$17,895	$0	$692,474	$0	$0	$0
MICHAEL JANUS
VP & GENERAL MANAGER	$291,980	$0	$284,728	$0	$1,678	$0	$92,670	$0	$537	$0	$671,593	$0	$0	$0
JOSEPH BERGER
VP COMM MARKETING & SALES	$196,877	$0	$25,934	$0	$335,978	$0	$40,089	$0	$23,317	$0	$622,195	$0	$0	$0
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	$0	$0	$616,441	$0	$0	$0	$0	$0	$0	$0	$616,441	$0	$0	$0
GEORGE KORCH
LAB DIRECTOR	$363,564	$0	$170,352	$0	$26,337	$0	$22,600	$0	$822	$0	$583,675	$0	$0	$0
JUSTIN SANCHEZ
FELLOW	$319,333	$0	$46,675	$0	$160,941	$0	$14,125	$0	$23,127	$0	$564,201	$0	$0	$0
JOHN WAGNER
SR VP, LAB DIRECTOR FROM 11/20	$359,342	$0	$130,688	$0	$1,752	$0	$26,741	$0	$32,904	$0	$551,427	$0	$0	$0
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	$250,490	$0	$59,014	$0	$2,248	$0	$85,947	$0	$20,168	$0	$417,867	$0	$0	$0
BRIAN R SMITH
TREASURER	$258,190	$0	$56,533	$0	$1,479	$0	$43,179	$0	$22,805	$0	$382,186	$0	$0	$0
MARK D PERRIGO
ASST TREAS. & CONTROLLER	$111,954	$0	$0	$0	$70,957	$0	$8,388	$0	$11,671	$0	$202,970	$0	$0	$0
JOHN K WELCH
CHAIRMAN AND DIRECTOR	$171,989	$0	$0	$0	$0	$0	$0	$0	$0	$0	$171,989	$0	$0	$0
STEPHEN D STEINOUR
DIRECTOR	$160,662	$0	$0	$0	$0	$0	$0	$0	$0	$0	$160,662	$0	$0	$0
SEAN C O'KEEFE
DIRECTOR	$158,405	$0	$0	$0	$0	$0	$0	$0	$0	$0	$158,405	$0	$0	$0
BRETT BOSLEY
ACTING CFO 7/17 TO 05/18	$51,343	$0	$102,532	$0	$0	$0	$0	$0	$0	$0	$153,875	$0	$0	$0
JOHN C LECHLEITER
DIRECTOR	$153,567	$0	$0	$0	$0	$0	$0	$0	$0	$0	$153,567	$0	$0	$0
VICKY A BAILEY
DIRECTOR	$152,582	$0	$0	$0	$0	$0	$0	$0	$0	$0	$152,582	$0	$0	$0
MICHAEL J GASSER
DIRECTOR	$151,471	$0	$0	$0	$0	$0	$0	$0	$0	$0	$151,471	$0	$0	$0
MALESA LITTERAL
SR VP, CHIEF HR OFFICER TO 9/19	$0	$0	$133,908	$0	$0	$0	$0	$0	$0	$0	$133,908	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	DIRECTORS, OFFICERS, AND STAFF TRAVEL ON THE CORPORATE PLANES. TRAVEL EXPENSES COMPLY WITH A WRITTEN REIMBURSEMENT POLICY THAT FOLLOWS PUBLISHED IRS GUIDANCE. ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS REPORTED ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT EXPENSES IN ACCORDANCE WITH THE POLICY. INTERNAL AUDIT TESTED THE EXPENSE REPORTS ASSOCIATED WITH DIRECTORS AND OFFICERS TRAVEL AND ENTERTAINMENT EXPENSES. FOR 2020 ONE OFFICER HAD PERSONAL USE OF A CORPORATE AIRCRAFT AND THE VALUE OF THE OFFICER'S PERSONAL USE WAS INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. ONE OFFICER HAD TRAVEL FOR COMPANIONS IN CONNECTION TO RELOCATION EXPENSES AND THE VALUE OF THE OFFICER'S COMPANION TRAVEL AND RELOCATION EXPENSES WERE INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. BMI PROVIDES A TAX GROSS-UP FOR RELOCATION COSTS, AND OTHER MISCELLANEOUS ITEMS. FOR 2020 ELEVEN OFFICERS AND NINE DIRECTORS HAD TAX GROSS UPS. SOCIAL CLUB DUES PERTAIN TO DUES THAT ALLOW BUSINESS MEETINGS AND BUSINESS ACTIVITIES TO TAKE PLACE. FOR 2020 THERE WAS ONE CURRENT OFFICER WITH SOCIAL CLUB DUES.
PART I, LINE 4B	EFFECTIVE OCTOBER 1, 2015, BATTELLE MEMORIAL INSTITUTE IMPLEMENTED THE BATTELLE MEMORIAL INSTITUTE RETIREMENT BENEFITS RESTORATION PLAN ("RESTORATION PLAN"), A TOP HAT PLAN THAT REPLACES THE NOW TERMINATED BATTELLE MEMORIAL INSTITUTE EXECUTIVE'S SECTION 457(F) PENSION PLAN. THE RESTORATION PLAN IS A COMPONENT OF BATTELLE'S TOTAL COMPENSATION PACKAGE, AND IT PROVIDES A DEFINED CONTRIBUTION ACCRUAL SPECIFIC TO PAY EARNED IN EXCESS OF IRS PAY LIMITS. THESE CONTRIBUTIONS ARE VESTED ON A CLASS-YEAR BASIS (5-YEARS AFTER CONTRIBUTION, OR AT AGE 65 IF EARLIER), AND ARE TAXABLE TO THE PARTICIPANT IN THE YEAR OF VESTING. THE AMOUNT THAT BECOMES VESTED/TAXABLE IS REPORTED ON THE PARTICIPANT'S FORM W-2 IN YEAR OF VESTING. IN 2020, THREE WERE REPORTED WITH VESTED/TAXABLE COMPENSATION IN COLUMN D OF PART VII AS APPLICABLE. STEVEN ASHBY $70,179 RON TOWNSEND $157,452 GEORGE KORCH $21,177
PART I, LINE 7	SHORT AND LONG-TERM INCENTIVE COMPENSATION PROGRAMS ARE TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE.
PART I, LINE 8	PAYMENTS IN PART VII SUBJECT TO THE INITIAL CONTRACT EXCEPTION: LEWIS VON THAER - RETENTION PAYMENT JUSTIN SANCHEZ - RETENTION PAYMENT
SCHEDULE J SUPPLEMENTAL INFORMATION	DIRECTORS ARE PAID AS INDEPENDENT CONTRACTORS IN PART VII. EMPLOYEE WELFARE BENEFITS AND FRINGE BENEFITS: IN ADDITION TO THE COMPENSATION AND RETIREMENT PLANS OTHERWISE LISTED IN PART VII, THOSE INDIVIDUALS REPORTED ON PART VII WHO ARE EMPLOYEES OF BMI ARE ELIGIBLE TO PARTICIPATE IN BMI'S EMPLOYEE WELFARE BENEFIT AND GROUP INSURANCE PLANS ON THE SAME TERMS AS ANY OTHER EMPLOYEE. CONTRIBUTIONS TO EMPLOYEE WELFARE BENEFIT AND GROUP INSURANCE PLANS ARE MADE IN AGGREGATE BASED UPON GROUP ACTUARIAL FACTORS AND HISTORICAL CLAIMS EXPERIENCE AND APPORTIONING SPECIFIC DOLLAR AMOUNTS TO INDIVIDUALS IS IMPRACTICAL. AS EMPLOYEES, SUCH INDIVIDUALS MAY ALSO HAVE RECEIVED WORKING CONDITION FRINGE BENEFITS AND/OR DE MINIMIS FRINGE BENEFITS EXCLUDED FROM INCOME UNDER INTERNAL REVENUE CODE SECTIONS 132(A)(3) AND 132(A)(4) RESPECTIVELY. TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT: BMI'S EXECUTIVES INCUR VARIOUS TRAVEL AND ENTERTAINMENT EXPENSES IN THE CONDUCT OF THEIR OFFICIAL DUTIES AS REPRESENTATIVES OF BMI. BMI HAS WRITTEN TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT POLICIES THAT COMPLY WITH PUBLISHED IRS GUIDANCE. ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS REPORTED ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT EXPENSE IN ACCORDANCE WITH THAT POLICY. INTERNAL AUDIT TESTED A REPRESENTATIVE SAMPLE OF THE EXPENSE REPORTS ASSOCIATED WITH DIRECTOR'S AND OFFICER'S TRAVEL AND ENTERTAINMENT EXPENSES. BMI'S TOTAL COMPENSATION PACKAGE CONSISTS OF BASE SALARIES OR HOURLY RATES OF PAY; SHORT AND LONG-TERM INCENTIVE COMPENSATION PROGRAMS TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE; QUALIFIED DEFINED BENEFIT FOR ELIGIBLE EMPLOYEES AND DEFINED CONTRIBUTION EMPLOYEE BENEFIT PLANS; NONQUALIFIED PLANS AND CASH PAYMENT ARRANGEMENTS; VARIOUS EMPLOYEE WELFARE BENEFIT PLANS AND GROUP INSURANCES; PAID LEAVE TIME; TUITION REIMBURSEMENT; MISCELLANEOUS DE MINIMIS, WORKING CONDITION FRINGE BENEFITS. DEFERRED COMPENSATION FROM RETIREMENT PLANS REPORTED IN SCHEDULE J, PART II, COLUMN C REFLECTS THE IMPACT OF THE CHANGES IN THE DISCOUNT RATE AND ACTUARIAL IMPACTS OF SALARY GROWTH, AGE, AND ADDITIONAL SERVICE AND OTHER ACTUARIAL FACTORS, THEREBY INCREASING OR DECREASING THE AMOUNTS.
SCHEDULE J SUPPLEMENTAL INFORMATION - LOANS TO AND/OR FROM INTERESTED PERSO	IN ORDER TO ATTRACT, RETAIN AND REWARD TALENTED KEY EMPLOYEES AND PROVIDE AN ADDITIONAL BENEFIT FOR KEY HIRES IN RECOGNITION OF EXTRAORDINARY CONTRIBUTIONS, BMI ADOPTED AND MAINTAINS BATTELLE CAPITAL ACCUMULATION PROGRAM, A SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT AS DEFINED IN TREASURY REGULATION SECTION 1.61-22(B) WHICH COMPLIES WITH TREASURY REGULATION SECTION 1.7872-15 (THE "PLAN"). ELIGIBLE EMPLOYEES MAY ELECT, IN LIEU OF CURRENT COMPENSATION, FOR BMI TO PAY THE PREMIUMS TO FUND THE INSURANCE ARRANGEMENT. SUCH PAYMENTS ARE TREATED AS LOANS FOR TAX PURPOSES AND ARE SECURED BY A COLLATERAL ASSIGNMENT OF THE INSURANCE PROCEEDS IN THE AGGREGATE AMOUNT OF THE LOANS AND ACCRUED INTEREST. PARTICIPATING EMPLOYEES LISTED IN PART VII, SECTION A ARE LISTED IN SCHEDULE L, PART II.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (107 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,253	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,156	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,065	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,979	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,923	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,495,834	$1,529,457	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,783	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$218,333	$222,491	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,623	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,549	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,494	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,449	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,421	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,376	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,332	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,294	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,255	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,495,833	$1,508,345	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,299	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$245,833	$248,220	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,263	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,271	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,210	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,128	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,049	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$45,970	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$45,898	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,288	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,269	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$110,000	$112,750	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,238	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$310,000	$316,968	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,207	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,000	$45,857	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,172	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,156	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,144	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,693	$11,850	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,128	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,118	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,109	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,100	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,092	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$410,000	$413,430	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,102	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$62,000	$62,602	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,094	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,096	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,082	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,064	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,047	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,030	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,014	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,567	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,563	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,559	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$32,500	$33,231	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,552	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$6,500	$6,624	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,543	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,539	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,536	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,534	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,532	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,530	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,527	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,525	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,523	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$32,500	$32,772	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,525	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$8,500	$8,583	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,523	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,524	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,521	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,516	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,512	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,507	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,503	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,063	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$416,667	$426,033	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,012	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$60,000	$61,143	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,954	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,927	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,907	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,891	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,880	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,864	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,848	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,834	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$16,820	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$416,667	$420,152	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$40,000	$40,388	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$100,000	$102,248	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,190	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$200,000	$201,673	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$20,000	$20,194	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$21,667	$21,848	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,684	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$3,833	$3,871	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,682	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,683	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,680	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,677	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,675	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,672	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,669	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$7,385,093	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	A DETAILED ANALYSIS OF FORM 990 AND 990T AND FINAL COPIES OF EACH FORM ARE PROVIDED TO EVERY MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS HOLDS A SPECIAL MEETING TO REVIEW AND APPROVE THE FORMS FOR FILING. THE AUDIT COMMITTEE REPORTS ITS FINDINGS AND CONCLUSIONS TO THE ENTIRE BOARD FOLLOWING THE COMMITTEE MEETING.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR, BMI REQUIRES ALL EMPLOYEES TO TAKE AN ONLINE TRAINING COURSE THAT PROVIDES TRAINING ON BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT. BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT INCLUDES PROVISIONS THAT SET FORTH BATTELLE'S OBLIGATIONS AS A TAX EXEMPT ORGANIZATION AND THE REQUIREMENTS WITH RESPECT TO PERSONAL AND ORGANIZATIONAL CONFLICTS OF INTEREST THAT EACH EMPLOYEE IS EXPECTED TO FOLLOW. UPON COMPLETION OF THE COURSE, EACH EMPLOYEE IS REQUIRED TO ELECTRONICALLY CERTIFY THAT THEY HAVE REVIEWED BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT. BMI MAINTAINS AN ETHICS HOT LINE FOR ITS STAFF TO REPORT CONCERNS AND SUSPECTED VIOLATIONS OF BATTELLE'S POLICIES AND CODE OF BUSINESS ETHICS AND CONDUCT. REPORTED MATTERS AND CONCERNS ARE GIVEN DUE CONSIDERATION AND INVESTIGATED APPROPRIATELY.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION POLICY: BMI HAS A COMPREHENSIVE TOTAL COMPENSATION POLICY WHICH IT APPLIES TO ALL EMPLOYEES. BMI'S POLICY IS TO COMPENSATE EACH EMPLOYEE IN A MANNER WHICH IS EQUITABLE AND CONSISTENT WITH THE MARKET VALUE OF HIS/HER POSITION, HIS/HER PERFORMANCE, AND COMPENSATION OF HIS/HER ASSOCIATES AND PEERS. THE GOAL UNDERLYING BMI'S POLICY IS TO ATTRACT, RETAIN, AND REWARD THE HIGH-QUALITY EMPLOYEES IT NEEDS TO CONTINUE AND ADVANCE ITS EXEMPT PURPOSES. IN IMPLEMENTING ITS POLICY, BMI RIGOROUSLY UTILIZES NATIONAL, REGIONAL, AND LOCAL COMPENSATION SURVEYS AND BENCHMARKING OF OTHER ORGANIZATIONS TO ESTABLISH MARKET-COMPARABILITY OF TOTAL COMPENSATION AND TAKES GREAT CARE TO STRUCTURE COMPENSATION PROGRAMS TO COMPLY WITH ALL RELEVANT LEGAL, TAX AND REGULATORY REQUIREMENTS. WHEN CONSIDERING AND APPROVING KEY EXECUTIVE COMPENSATION, THE BMI BOARD OF DIRECTOR'S NORMAL PRACTICE IS TO FOLLOW PROCEDURES WHICH ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS PURSUANT TO TREASURY REGULATION SECTION 53.4958-6.
FORM 990, PART VI, SECTION C, LINE 19	BMI PROVIDES FORM 1023, APPLICATION FOR TAX EXEMPTION, ON REQUEST. FORM 1023 INCLUDES THE ARTICLES OF INCORPORATION AND THE CODE OF REGULATIONS. THE CODE OF REGULATIONS IN FORM 1023 DOES NOT REFLECT THE CHANGES MADE ON NOVEMBER 12, 2008. BMI MAKES FORMS 990 AND 990T AVAILABLE TO THE PUBLIC FROM ITS WEB SITE. THE CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11G	SUBCONTRACT & CONSULTING: PROGRAM SERVICE EXPENSES 1,568,722,923. MANAGEMENT AND GENERAL EXPENSES 799,482,470. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,368,205,393.
FORM 990, PART XI, LINE 9:	CURRENCY TRANSLATION ADJUSTMENT 1,347,409. PENSION AND POST RETIREMENT BENEFITS -22,114,214. NONCONTROLLING INTEREST 78,120.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BATTELLE NATIONAL BIODEFENSE INSTITUTE LLC
8300 RESEARCH PLAZA	FREDERICK	MD	21702	043851808	MANAGEMENT OF NATIONAL LABORATORY	DE	$44,968,387	$12,572,514	BATTELLE MEMORIAL INSTITUTE
BATTELLE ENERGY ALLIANCE LLC
2525 N FREMONT AVE	IDAHO FALLS	ID	83415	680588324	MANAGEMENT OF NATIONAL LABORATORY	DE	$1,572,181,301	$6,468,598	BATTELLE MEMORIAL INSTITUTE
BATTELLE SAVANNAH RIVER ALLIANCE LLC
SAVANNAH RIVER SITE	AIKEN	SC	29808	850942867	MANAGEMENT OF NATIONAL LABORATORY	DE	$88,398,967	$1,598,305	BATTELLE MEMORIAL INSTITUTE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
BATTELLE EDUCATION
505 KING AVENUE	COLUMBUS	OH	43201	460585021	PROMOTE STEM EDUCATION	OH	501(C)(3)	12 (A) I	BATTELLE MEMORIAL INSTITUTE	0
NATIONAL ECOLOGICAL OBSERVATORY NETWORK INC
1685 38TH ST SUITE 100	BOULDER	CO	80301	204510571	ECOLOGICAL MONITORING	DC	501(C)(3)	7	BATTELLE MEMORIAL INSTITUTE	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	AMPLIFYBIO LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1425 PLAIN CITY-GEORGESVILLE ROAD	AddressLine1Txt
City	WEST JEFFERSON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43162	ZIPCd

Field	Value	IRS element (for citing)
EIN	862301671	EIN
Primary Activities	ADVANCED MEDICAL RESEARCH	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	BATTELLE SERVICES COMPANY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	UNRELATED	PredominantIncomeTypeTxt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd
Ownership	0.55560	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	Share Of EOY AssetsShareOfEOYAssetsAmt	Share Of Total IncomeShareOfTotalIncomeAmt
BATTELLE ARABIA FOR SCIENCE & TECHNOLOGY
AL-AKARIA PLAZA LEVEL 6 NORTH WIN	RIYADH	SA	11673	SCIENTIFIC RESEARCH (DORMANT)	SA	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)
BATTELLE LABORATORY MANAGEMENT SERVICES LLC
				LAB MANAGEMENT (DORMANT)		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	825131944	DE
BATTELLE OKLAHOMA LLC
				REAL ESTATE ACTIVITIES		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	200292062	OK
BATTELLE SERVICES COMPANY INC
				EMPLOYEE LEASING		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	311792334	OH	$104,952,805
BATTELLE UK LIMITED
29 SPRINGFIELD LYONS APPROACH	CHELMSFORD ESSEX	UK	CM2 5LB	SCIENTIFIC RESEARCH	UK	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)							$19,870,451	$14,199,897
B-C JV LLC
				SCIENTIFIC RESEARCH (DORMANT)		BATTELLE MEMORIAL INSTITUTE	C	0.70000	Yes (1)	1204 TECHNOLOGY DRIVE	ABERDEEN	MD	21004	471470805	MD
GEOSAFE AUSTRALIA PTY LIMITED
LEVEL 14 140 ST GEORGES TERRACE	PERTH	AS	WA 6000	HAZARDOUS WASTE REMEDIATION (DORMANT)	AS	GEOSAFE CORPORATION	C	1.00000	Yes (1)
GEOSAFE CORPORATION
				LICENSING COMPANY		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	911404268	WA	$419,540
RESEARCH INSURANCE COMPANY LTD
73 FRONT STREET 3RD FLOOR	HAMILTON	BD		INSURING BATTELLE RISKS	BD	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)							$123,810,446	$5,159,703
SCIENTIFIC ADVANCES INC
				VENTURE CAPITAL MANAGEMENT		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	316024333	OH	$106,478	$259
SEEBYTE INC
				SOFTWARE DEVELOPMENT		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	2240 SHELTER ISLAND DRIVE SUITE 210	SAN DIEGO	CA	92106	980563142	DE	$3,305,136	$2,003,144
SEEBYTE HOLDINGS LTD
16 CHARLOTTE SQUARE	EDINBURGH	UK		HOLDING COMPANY	UK	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)					981140866		$30,407,442	$9,032,142
VITEX SYSTEMS INC
				LICENSING COMPANY		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	770526364	DE	$523,370	$25

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BATTELLE SERVICES COMPANY - SPECIFIED PAYMENT
A	$14,237	FMV
GEOSAFE CORPORATION - SPECIFIED PAYMENT
A	$152,525	FMV
AMPLIFYBIO LLC
B	$100,000,000	FMV
AMPLIFYBIO LLC
D	$1,000,000	FMV
AMPLIFYBIO LLC
L	$4,090,582	FMV
BATTELLE UK LIMITED
L	$265,763	FMV
SEEBYTE LIMITED
L	$121,766	FMV
AMPLIFYBIO LLC
M	$2,753,308	FMV
SEEBYTE LIMITED
M	$230,757	FMV
SEEBYTE HOLDINGS
M	$229,594	FMV
AMPLIFYBIO LLC
Q	$347,729	FMV
BATTELLE OKLAHOMA
S	$323,350	FMV

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Predominate IncomePredominateIncomeDesc	All Partners C3 SAllPartnersC3SInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
BROOKHAVEN SCIENCE ASSOCIATESLLC
PO BOX 5000	UPTON	NY	11973	113403915	MANAGEMENT OF NATIONAL LABORATORY	DE	RELATED	Yes (1)	$2,646,911	$3,325,218	0	$0	0	0.50000
UT-BATTELLE LLC
1 BETHEL VALLEY ROAD BLDG 4500N MS	OAK RIDGE	TN	37831	621788235	MANAGEMENT OF NATIONAL LABORATORY	TN	RELATED	Yes (1)	$6,106,330	$8,353,907	0	$0	0	0.50000
TRIAD NATIONAL SECURITY LLC
BIKINI ATOLL RD SM 30	LOS ALAMOS	NM	87545	823291283	MANAGEMENT OF NATIONAL LABORATORY	DE	RELATED	Yes (1)	$13,276,285	$12,110,661	0	$0	0	0.42620

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE R,PART V	BMI RELATED ENTITIES PROVIDED CONTRACT SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECHNICAL SERVICES IN THE ORDINARY COURSE OF BUSINESS UNDER ARMS-LENGTH TERMS, CONDITIONS, AND PRICING. SERVICES TO BMI AND BMI'S SWITZERLAND AND UNITED KINGDOM AFFILIATES WERE PROVIDED UNDER ARMS-LENGTH TERMS AND AT PRICING WHICH COMPLIED WITH THE INTER-COMPANY TRANSFER PRICING RULES OF SWITZERLAND, UNITED KINGDOM, AND THE UNITED STATES. BMI ENGAGED IN TRANSACTIONS WITH RELATED ENTITIES SUCH AS: THE FURNISHING OF GOODS, SERVICES OR FACILITIES. ALL TRANSACTIONS WITH TAXABLE RELATED ENTITIES WERE CONDUCTED AT FAIR MARKET VALUE RATES AND ARE IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 482 AND OTHER APPLICABLE INTER-COMPANY TRANSFER PRICING RULES. THESE TRANSACTIONS HAVE BEEN APPROVED AND DOCUMENTED AND CONDUCTED IN THE ORDINARY COURSE OF BUSINESS.
SCHEDULE R, PART VI	BMI IS REQUIRED TO CONSOLIDATE BROOKHAVEN SCIENCE ASSOCIATES, LLC, TRIAD NATIONAL SECURITY, LLC, AND UT-BATTELLE, LLC FOR FINANCIAL ACCOUNTING PURPOSES AND ACCORDINGLY, THEIR FINANCIAL ATTRIBUTES ARE REFLECTED IN THE REVENUES AND EXPENSES AND OTHER FINANCIAL INFORMATION IN THIS FORM AND RELATED SCHEDULES.
SCHEDULE R, PART V, LINE 1M AND 1N	BMI SHARES EMPLOYEES, FACILITIES, AND EQUIPMENT WITH BATTELLE EDUCATION.