BATTELLE MEMORIAL INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BATTELLE MEMORIAL INSTITUTE (EIN 31-4379427)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-05
IRS object ID: 202532179349300743
Schema version: 2023v6.0
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 B
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	2025-08-05T12:25:10-05:00	ReturnTs
Tax Period End	2024-09-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-10-01	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	ASSISTANT TREASURER	PersonTitleTxt
Phone	6144244971	PhoneNum
Signature	2025-08-05	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	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	$13,349,159,016	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	48024	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$106,546,975	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$5,550,817	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,134,563,558	PYContributionsGrantsAmt
CY Contributions Grants	$11,812,481,257	CYContributionsGrantsAmt
PY Program Service Revenue	$1,266,122,303	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,410,931,090	CYProgramServiceRevenueAmt
PY Investment Income	$57,844,626	PYInvestmentIncomeAmt
CY Investment Income	$121,020,885	CYInvestmentIncomeAmt
PY Other Revenue	$5,723,812	PYOtherRevenueAmt
CY Other Revenue	$4,647,881	CYOtherRevenueAmt
PY Total Revenue	$12,464,254,299	PYTotalRevenueAmt
CY Total Revenue	$13,349,081,113	CYTotalRevenueAmt
PY Grants And Similar Paid	$20,654,674	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$18,533,260	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$6,740,968,355	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$7,563,908,982	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,601,302,776	PYOtherExpensesAmt
CY Other Expenses	$5,787,470,609	CYOtherExpensesAmt
PY Total Expenses	$12,362,925,805	PYTotalExpensesAmt
CY Total Expenses	$13,369,912,851	CYTotalExpensesAmt
PY Revenues Less Expenses	$101,328,494	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$20,831,738	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,611,117,235	TotalAssetsBOYAmt
Total Assets EOY	$1,795,308,649	TotalAssetsEOYAmt
Total Liabilities BOY	$697,750,736	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$628,209,833	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$913,366,499	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,167,098,816	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	$8,178,817,950	ExpenseAmt
Revenue	$848,430,645	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 AND SAVANNAH RIVER NATIONAL LABORATORY. BMI IS AN INTEGRATED SUBCONTRACTOR AT AN EIGHTH 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	$391,964,132	ExpenseAmt
Revenue	$457,235,723	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	$18,533,260	ExpenseAmt
Grant	$18,533,260	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	$8,589,315,342	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	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	0	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	Yes (1)	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	3700	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	48024	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	CA	ForeignCountryCd
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	0	LocalChaptersInd
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	CHRIS BOYNTON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6144243012	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 (32 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SEAN C O'KEEFE
DIRECTOR	3.00	Yes (X)	$168,202	$0	$0
MICHAEL J GASSER
DIRECTOR TO 11/23	3.00	Yes (X)	$161,208	$0	$0
JOHN C LECHLEITER
DIRECTOR	3.00	Yes (X)	$160,687	$0	$0
KIRKLAND H DONALD
CHAIRMAN AND DIRECTOR	3.00	Yes (X)	$198,501	$0	$0
STEPHANIE O'SULLIVAN
DIRECTOR	3.00	Yes (X)	$155,791	$0	$0
SUZANNE M VAUTRINOT
DIRECTOR	3.00	Yes (X)	$165,698	$0	$0
VICKY A BAILEY
DIRECTOR	3.00	Yes (X)	$163,246	$0	$0
STEPHEN D STEINOUR
DIRECTOR	3.00	Yes (X)	$158,202	$0	$0
WAYNE FREDERICK
DIRECTOR	3.00	Yes (X)	$153,209	$0	$0
CALVIN G BUTLER
DIRECTOR FROM 11/23	3.00	Yes (X)	$39,130	$0	$0
JEFFREY W EDWARDS
DIRECTOR FROM 11/23	3.00	Yes (X)	$40,567	$0	$0
LEWIS VON THAER
PRESIDENT & CEO	39.00		$5,569,100	$0	$41,656	1.00	Yes (X)
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	40.00		$1,236,320	$0	$75,190		Yes (X)
CHRIS BOYNTON
EXECUTIVE VP, CFO FROM 05/23	40.00		$641,797	$0	$39,772		Yes (X)
STEVEN F ASHBY
SR VP, LAB DIRECTOR	40.00		$1,002,318	$0	$87,323		Yes (X)
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	40.00		$795,638	$0	$46,792		Yes (X)
MATTHEW L VAUGHAN
EXECUTIVE VP, AS&T	40.00		$2,101,003	$0	$50,356		Yes (X)
MARK T PETERS
EXECUTIVE VP, GLOBAL LAB OPERATIONS	40.00		$2,109,993	$0	$53,511		Yes (X)
AIMEE KENNEDY
SR VP, CHIEF HR OFFICER	40.00		$827,898	$0	$47,020		Yes (X)
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	39.00		$311,502	$0	$56,977	1.00	Yes (X)
BRIAN R SMITH
VP & TREASURER	39.00		$439,880	$0	$48,774	1.00	Yes (X)
AMY VERTANEN
ASST TREAS. & CONTROLLER	40.00		$432,764	$0	$31,996		Yes (X)
JOHN WAGNER
SR VP, LAB DIRECTOR	40.00		$919,772	$0	$52,141		Yes (X)
GEORGE LECAKES
SR VP & GENERAL MANAGER	40.00		$830,722	$0	$34,031			Yes (X)
JEFFREY SMITH
SR VP LAB OPS	40.00		$1,010,691	$0	$16,273			Yes (X)
MICHAEL SCHLENDER
DEPUTY LAB DIRECTOR	40.00		$722,430	$0	$96,275			Yes (X)
ANTHONY PEURRUNG
DEPUTY LAB DIRECTOR	40.00		$672,615	$0	$22,183			Yes (X)
JERRY TOTTLER
SR VP LAB OPS	40.00		$735,426	$0	$21,486			Yes (X)
RONALD D TOWNSEND
EXECUTIVE VP, GLB LAB OPS TO 01/21	0.00		$194,991	$0	$0				Yes (X)
EDWARD GRECCO
EXECUTIVE VP, CFO TO 05/23	40.00		$1,000,389	$0	$34,921				Yes (X)
MARK D PERRIGO
ASST TREAS. & CONTROLLER	40.00		$532,904	$0	$39,554				Yes (X)
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	40.00		$777,383	$0	$21				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$24,429,977	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$896,252	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	20068	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
MERRICK SMSI JOINT VENTURE LLP
600 SIXTH STREET	LOS ALAMOS	NM	87544	CONSTRUCTION	$122,180,152
CENTERRA GROUP LLC
7121 FAIRWAY DR	PALM BEACH GARDENS	FL	33418	PROFORCE SERVICES	$19,295,756
EW HOWELL CO LLC
245 NEWTOWN RD	PLAINVIEW	NY	11803	CONSTRUCTION	$14,021,447
INCUSCALE LLC
1425 PLAIN CITY-GEORGESVILLE RD	WEST JEFFERSON	OH	43162	PROFESSIONAL SERVICES	$11,857,088
YOH SERVICES LLC
1500 SPRING GARDENS ST	PHILADELPHIA	PA	19130	PROFESSIONAL SERVICES	$11,676,279

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	698	CntrctRcvdGreaterThan100KCnt
Government Grants	$11,753,496,242	GovernmentGrantsAmt
All Other Contributions	$58,985,015	AllOtherContributionsAmt
Total Contributions	$11,812,481,257	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GOVERNMENT CONTRACTS	541700	$964,330,074	$964,330,074
SCIENTIFIC RESEARCH	541700	$446,601,016	$341,336,294	$105,264,722

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,410,931,090	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,342,897	TotalRevenueColumnAmt
Unrelated Business Revenue	$513,810	UnrelatedBusinessRevenueAmt
Exclusion	$28,829,087	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,192,482	TotalRevenueColumnAmt
Exclusion	$3,192,482	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$907,821	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$40,585	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$867,236	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$867,236	TotalRevenueColumnAmt
Unrelated Business Revenue	$768,443	UnrelatedBusinessRevenueAmt
Exclusion	$98,793	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$91,715,306	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$37,318	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$91,715,306	SecuritiesAmt
Other	-$37,318	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$91,677,988	TotalRevenueColumnAmt
Exclusion	$91,677,988	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	541700	BusinessCd
Total Revenue Column	$588,163	TotalRevenueColumnAmt
Exclusion	$588,163	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$588,163	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,349,081,113	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,305,666,368	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$106,546,975	UnrelatedBusinessRevenueAmt
Exclusion	$124,386,513	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	$18,533,260	TotalAmt
Program Services	$18,533,260	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$22,626,277	TotalAmt
Management And General	$22,626,277	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,417,121,488	TotalAmt
Program Services	$3,564,981,624	ProgramServicesAmt
Management And General	$1,852,139,864	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$251,837,826	TotalAmt
Program Services	$169,560,485	ProgramServicesAmt
Management And General	$82,277,341	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,490,699,674	TotalAmt
Program Services	$991,894,868	ProgramServicesAmt
Management And General	$498,804,806	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$381,623,717	TotalAmt
Program Services	$251,948,634	ProgramServicesAmt
Management And General	$129,675,083	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$4,930,443	TotalAmt
Program Services	$4,930,443	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$10,005,784	TotalAmt
Management And General	$10,005,784	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$768,509	TotalAmt
Management And General	$768,509	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,228,171	TotalAmt
Program Services	$1,228,171	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,062,443	TotalAmt
Management And General	$2,062,443	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,953,069,403	TotalAmt
Program Services	$1,929,498,845	ProgramServicesAmt
Management And General	$1,023,570,558	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$503,793	TotalAmt
Program Services	$503,793	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,707,263	TotalAmt
Program Services	$152,491	ProgramServicesAmt
Management And General	$4,554,772	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$212,552,613	TotalAmt
Program Services	$134,151,923	ProgramServicesAmt
Management And General	$78,400,690	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$168,728,534	TotalAmt
Program Services	$108,831,861	ProgramServicesAmt
Management And General	$59,896,673	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$218,277,634	TotalAmt
Program Services	$143,836,443	ProgramServicesAmt
Management And General	$74,441,191	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,303,485	TotalAmt
Program Services	$2,762,048	ProgramServicesAmt
Management And General	$1,541,437	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,763,194	TotalAmt
Program Services	$4,460,031	ProgramServicesAmt
Management And General	$4,303,163	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$21,379,056	TotalAmt
Program Services	$10,793,350	ProgramServicesAmt
Management And General	$10,585,706	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$9,946,076	TotalAmt
Management And General	$9,946,076	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PURCHASES	$1,657,082,341	$1,048,522,125	$608,560,216
NON SERVICE COSTS OF PE	$187,880,771		$187,880,771
NON-INCOME TAX EXPENSE	$168,070,495	$116,645,229	$51,425,266
RENTAL & MAINTENANCE	$119,273,553	$76,258,937	$43,014,616

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$33,937,048	TotalAmt
Program Services	$9,820,781	ProgramServicesAmt
Management And General	$24,116,267	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,369,912,851	TotalAmt
Program Services	$8,589,315,342	ProgramServicesAmt
Management And General	$4,780,597,509	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$47,050,353	BOYAmt
EOY	$49,764,308	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$361,331,448	BOYAmt
EOY	$279,757,525	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$269,462,081	BOYAmt
EOY	$380,973,389	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$16,901,980	BOYAmt
EOY	$23,062,367	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,191,158	BOYAmt
EOY	$1,687,746	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$29,406,744	BOYAmt
EOY	$34,246,689	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$564,186,803	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$412,268,174	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$155,764,782	BOYAmt
EOY	$151,918,629	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$459,980,508	BOYAmt
EOY	$557,949,117	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$226,518,633	BOYAmt
EOY	$246,668,603	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$43,509,548	BOYAmt
EOY	$69,280,276	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,611,117,235	BOYAmt
EOY	$1,795,308,649	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$204,133,082	BOYAmt
EOY	$222,773,665	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$56,637,849	BOYAmt
EOY	$37,913,837	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$305,000,000	BOYAmt
EOY	$285,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$131,979,805	BOYAmt
EOY	$82,522,331	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$697,750,736	BOYAmt
EOY	$628,209,833	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	$913,366,499	BOYAmt
EOY	$1,167,098,816	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$913,366,499	BOYAmt
EOY	$1,167,098,816	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,611,117,235	BOYAmt
EOY	$1,795,308,649	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$20,831,738	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$274,564,055	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	$8,189,899,250	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,954,666,857	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,821,317,836	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,134,563,558	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,812,481,257	CurrentTaxYearAmt
Total	$49,912,928,758	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,189,899,250	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,954,666,857	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,821,317,836	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,134,563,558	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,812,481,257	CurrentTaxYearAmt
Total	$49,912,928,758	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$49,912,928,758	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,093,193	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,894,364	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,388,375	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$29,644,687	CurrentTaxYearMinus1YearAmt
Current Tax Year	$33,476,968	CurrentTaxYearAmt
Total	$144,497,587	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,789,035	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,781,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,916,371	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,613,870	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,550,817	CurrentTaxYearAmt
Total	$22,651,758	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$50,080,078,103	TotalSupportAmt
Gross Receipts Rltd Activities	$5,513,490,676	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99670	PublicSupportCY170Pct
Public Support PY170	0.99670	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	$0	PoliticalExpendituresAmt
Volunteer Hours	0	VolunteerHoursCnt
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	$1,188,742	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$39,429	OtherActivitiesAmt
Total Lobbying Expenditures	$1,228,171	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 NINE 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 $475,955 AND EXTERNAL LOBBYING EXPENSES TOTALED $712,787 FOR A TOTAL OF $1,188,742. 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 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, NATIONAL SCIENCE FOUNDATION, AND THE INTELLIGENCE COMMUNITY. ADDITIONALLY, THEY INCLUDE THE U.S. HOUSE AND SENATE APPROPRIATIONS BILLS FOR: COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES; DEFENSE; ENERGY AND WATER DEVELOPMENT; HOMELAND SECURITY; LABOR, HEALTH AND HUMAN SERVICES, EDUCATION, INTERIOR, ENVIRONMENT, AND RELATED AGENCIES 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 CENTER FOR DISEASE CONTROL AND PREVENTION), 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	$3,132,356	InvestmentCostOrOtherBasisAmt
Book Value	$3,132,356	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$239,898,175	InvestmentCostOrOtherBasisAmt
Depreciation	$173,085,396	DepreciationAmt
Book Value	$66,812,779	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$1,572,265	InvestmentCostOrOtherBasisAmt
Depreciation	$1,237,459	DepreciationAmt
Book Value	$334,806	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$294,900,741	InvestmentCostOrOtherBasisAmt
Depreciation	$237,945,319	DepreciationAmt
Book Value	$56,955,422	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$24,683,266	InvestmentCostOrOtherBasisAmt
Book Value	$24,683,266	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$151,918,629	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$228,910,188	BookValueAmt
Method Valuation	C	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	RABBI TRUSTS	Desc
Book Value	$17,758,415	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$246,668,603	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
LONG TERM BENEFIT RELATED LIABILITIES	$40,958,783
OTHER LONG TERM LIABILITIES	$39,668,424
LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS	$1,895,124

Field	Value	IRS element (for citing)
Total Liability	$82,522,331	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	$124,816,911
NORTH AMERICA	INVESTMENTS	$17,805
EUROPE	INVESTMENTS	$31,464,122
EUROPE	PROGRAM SERVICES	$31,666,723	3	32	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
NORTH AMERICA	PROGRAM SERVICES	$104,171	1	1	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT

Field	Value	IRS element (for citing)
Subtotal Offices	4	SubtotalOfficesCnt
Subtotal Employees	33	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	4	TotalOfficeCnt
Total Employee	33	TotalEmployeeCnt
Subtotal Spent	$188,069,732	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$188,069,732	TotalSpentAmt
Transfer To Foreign Corp	0	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

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3:	FormAndLineReferenceDesc
Explanation	ALL EXPENDITURES ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (163 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
AGILE RASCAL
5225 GREENE ST	PHILADELPHIA	PA	19144	821376566	501(C)(3)	$10,000	$0	CORPORATE MATCH
ALBANY COLLEGE OF PHARMACY
106 SCOTLAND AVE	ALBANY	NY	10004	141423161	501(C)(3)	$6,700	$0	CORPORATE MATCH
AMERICAN HEART ASSOCIATION
516 WEST AVE	NORTH AUGUSTA	SC	29841	570339445	501(C)(3)	$7,500	$0	OPERATING SUPPORT
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	78259	135613797	501(C)(3)	$8,938	$0	CORPORATE MATCH
AMERICAN MUSEUM OF SCIENCE
115 MAIN ST	OAK RIDGE	TN	37830	621693789	501(C)(3)	$16,667	$0	OPERATING SUPPORT
AMERICAN RED CROSS
995 E BROAD ST	COLUMBUS	OH	43026	530196605	501(C)(3)	$6,052	$0	CORPORATE MATCH
AMERICAN SOCIETY OF MECHANICAL ENGINEERS
55 N HILL RD	REXBURG	ID	83440	131623899	501(C)(3)	$10,000	$0	OPERATING SUPPORT
AUGUSTA UNIVERSITY FOUNDATION
1120 15TH ST	AUGUSTA	GA	30912	586038134	501(C)(3)	$6,000	$0	OPERATING SUPPORT
BINGHAM COUNTY SCHOOLS
645 W 50 S	BLACKFOOT	ID	83221	826000616	501(C)(3)	$15,000	$0	OPERATING SUPPORT
BRECKENRIDGE CREATIVE ARTS
150 WEST ADAMS AVE	BRECKENRIDGE	CO	80303	472066832	501(C)(3)	$40,000	$0	CORPORATE MATCH
BRIAN GRANT FOUNDATION
650 NE HOLLADAY ST	PORTLAND	OR	97232	271628944	501(C)(3)	$13,150	$0	CORPORATE MATCH
CENTRAL OHIO MARTIAL ARTS
4264 N HIGH ST	COLUMBUS	OH	43026	825220101	501(C)(3)	$20,000	$0	CORPORATE MATCH
CHAUTAUQUA INSTITUTION
1 AMES AVE	CHAUTAUQUA	NY	14722	160758844	501(C)(3)	$5,851	$0	CORPORATE MATCH
CHILDREN'S MUSEUM OF IDAHO
790 S PROGRESS AVE	MERIDIAN	ID	83642	371899670	501(C)(3)	$20,000	$0	OPERATING SUPPORT
CLINTONVILLE-BEECHWOLD COMMUNITY CENTER
3222 N HIGH ST	COLUMBUS	OH	43026	310834578	501(C)(3)	$5,217	$0	CORPORATE MATCH
COLLEGE AND CAREER PLAZA
5313 CIRCITA DEL SUR	SANTA FE	NM	87507	843961213	501(C)(3)	$5,250	$0	OPERATING SUPPORT
COLLEGE OF EASTERN IDAHO FOUNDATION
1600 S 25TH E	IDAHO FALLS	ID	83404	943160729	501(C)(3)	$204,650	$0	OPERATING SUPPORT
COLUMBUS ACADEMY
4300 CHERRY BOTTOM RD	GAHANNA	OH	43026	314379445	501(C)(3)	$7,500	$0	CORPORATE MATCH
COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS
55 E STATE ST	COLUMBUS	OH	43215	310749884	501(C)(3)	$9,550	$0	OPERATING SUPPORT
COLUMBUS COUNCIL ON WORLD AFFAIRS
51 JEFFERSON AVE	COLUMBUS	OH	43026	510180760	501(C)(3)	$11,083	$0	CORPORATE MATCH
COLUMBUS FOUNDATION
1234 EAST BROAD ST	COLUMBUS	OH	43205	316044264	501(C)(3)	$12,190,494	$0	OPERATING SUPPORT
COLUMBUS HUMANE
3015 SCIOTO-DARBY	HILLIARD	OH	43026	314379492	501(C)(3)	$7,364	$0	CORPORATE MATCH
COLUMBUS METRO CLUB
35 N 4TH ST	COLUMBUS	OH	43215	310889324	501(C)(3)	$11,400	$0	OPERATING SUPPORT
COLUMBUS MUSEUM OF ART
480 EAST BROAD ST	COLUMBUS	OH	43026	314379447	501(C)(3)	$11,433	$0	CORPORATE MATCH
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE ST	COLUMBUS	OH	43026	316402408	501(C)(3)	$18,270	$0	CORPORATE MATCH
COLUMBUS ZOOLOGICAL PARK ASSOCIATION
9990 RIVERSIDE DR	POWELL	OH	43026	314390844	501(C)(3)	$11,933	$0	CORPORATE MATCH
COMMUNITIES IN SCHOOLS OF NEW MEXICO
PO BOX 367	SANTA FE	NM	87504	850481104	501(C)(3)	$8,975	$0	OPERATING SUPPORT
CYBERWYOMING ALLIANCE
PO BOX 2332	LARAMIE	WY	82073	843779685	501(C)(3)	$15,000	$0	OPERATING SUPPORT
CYPRESS WESLEYAN CHURCH
377 ALTON DARBY CREEK RD	GALLOWAY	OH	43119	314393240	501(C)(3)	$15,450	$0	CORPORATE MATCH
DAY SPRING CAMP AND CONFERENCE CENTER
PO BOX 442	FAIRMONT	WV	26555	331004810	501(C)(3)	$10,000	$0	CORPORATE MATCH
DAYTON FOUNDATION DEPOSITORY
1401 S MAIN ST	DAYTON	OH	43026	311044298	501(C)(3)	$10,297	$0	CORPORATE MATCH
DESIGN OUTREACH
224 W JOHNSTOWN RD	COLUMBUS	OH	43026	460779062	501(C)(3)	$9,847	$0	CORPORATE MATCH
DOMESTIC VIOLENCE & SEXUAL ASSAULT CNTR
1050 MEMORIAL DR	IDAHO FALLS	ID	83402	820352547	501(C)(3)	$5,500	$0	OPERATING SUPPORT
DRAKE UNIVERSITY
2507 UNIVERSITY AVE	DES MOINES	IA	50037	420680460	501(C)(3)	$16,900	$0	CORPORATE MATCH
EAST CENTRAL UNIVERSITY
1100 E 14TH ST	ADA	OK	74820	237058908	501(C)(3)	$6,500	$0	SCHOLARSHIP
EAST TENNESSEE FOUNDATION
520 W SUMMIT HILL DR	KNOXVILLE	TN	37902	620807696	501(C)(3)	$147,500	$0	OPERATING SUPPORT
EASTERN KENTUCKY UNIVERSITY FOUNDATION
521 LANCASTER AVE	RICHMOND	VA	22116	611131682	501(C)(3)	$5,750	$0	CORPORATE MATCH
ECHO OF BRANDON
507 N PARSONS AVE	BRANDON	FL	32832	593051533	501(C)(3)	$10,000	$0	CORPORATE MATCH
EMORY VALLEY CENTER
723 EMORY VALLEY RD	OAK RIDGE	TN	37830	620762198	501(C)(3)	$151,000	$0	STEM EDUCATION
ESPANOLA HUMANE
108 HAMM PKWY	ESPANOLA	NM	87532	850406234	501(C)(3)	$28,260	$0	CORPORATE MATCH
ESPERANZA SHELTER FOR BATTERED FAMILIES
3130 RUFINA ST	SANTA FE	NM	87507	850313174	501(C)(3)	$5,197	$0	CORPORATE MATCH
FAMILY PROMISE OF GREATER BRANDON
121 CARVER AVE	BRANDON	FL	32832	272566099	501(C)(3)	$10,000	$0	CORPORATE MATCH
FAMILY YMCA
1450 IRIS ST	LOS ALAMOS	NM	87544	850130054	501(C)(3)	$8,867	$0	OPERATING SUPPORT
FOOD DEPOT
1222 A SILER RD	SANTA FE	NM	87507	850416803	501(C)(3)	$45,658	$0	CORPORATE MATCH
FOUNDATION FOR EXCELLENCE
526 W FREMONT AVE	SUNNYVALE	CA	94903	770474749	501(C)(3)	$7,500	$0	CORPORATE MATCH
FOUNDATION FUND
2 EASTON OVAL	COLUMBUS	OH	43026	874457570	501(C)(3)	$15,000	$0	CORPORATE MATCH
FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS
257 E BROAD ST	COLUMBUS	OH	43026	311116640	501(C)(3)	$14,400	$0	CORPORATE MATCH
FREDERICK COMMUNITY COLLEGE FOUNDATION
7932 OPOSSUMTOWN PIKE	FREDERICK	MD	21702	521231768	501(C)(3)	$6,000	$0	SCHOLARSHIP
FREDERICK COUNTY PUBLIC SCHOOLS
191 S EAST ST	FREDERICK	MD	21701	526000941	170(C)(1)	$65,139	$0	STEM EDUCATION
FRIENDS OF THE CONSERVATORY
1777 E BROAD ST	COLUMBUS	OH	43203	311657027	501(C)(3)	$18,450	$0	OPERATING SUPPORT
FRIENDS OF THE SMOKIES
PO BOX 1660	KODAK	TN	37764	621564782	501(C)(3)	$22,167	$0	OPERATING SUPPORT
FURNITURE BANK OF CENTRAL OHIO
1118 S YALE AVE	COLUMBUS	OH	43222	311600869	501(C)(3)	$6,068	$0	CORPORATE MATCH
GAITED ADVOCATE INTERVENTION TEAM
14515 CHRISMAN HILL DR	BOYDS	MD	21211	813550579	501(C)(3)	$7,640	$0	CORPORATE MATCH
GIRL SCOUTS SEAL OF OHIO
1700 WATERMARK DR	COLUMBUS	OH	43215	314379475	501(C)(3)	$14,965	$0	OPERATING SUPPORT
GIRLS INC OF LONG ISLAND
819 GRAND BLVD	DEER PARK	NY	11729	161736254	501(C)(3)	$10,150	$0	OPERATING SUPPORT
GIRLS INC OF TN VALLEY
PO BOX 7040	OAK RIDGE	TN	37831	591743795	501(C)(3)	$5,250	$0	OPERATING SUPPORT
GOLDEN HARVEST FOOD BANK
81 CAPITAL DR	AIKEN	SC	29803	581466516	501(C)(3)	$7,500	$0	OPERATING SUPPORT
GREAT SMOKY MOUNTAIN COUNCIL
373 CAMP BUCK TOMS RD	ROCKWOOD	TN	37854	620476811	501(C)(3)	$11,000	$0	OPERATING SUPPORT
GREATER COLUMBUS ARTS
182 E LONG ST	COLUMBUS	OH	43215	310833384	501(C)(3)	$24,120	$0	OPERATING SUPPORT
GROWING UP NEW MEXICO
440 CERRILLOS RD	SANTA FE	NM	87501	850163601	501(C)(3)	$15,393	$0	CORPORATE MATCH
HABITAT FOR HUMANITY
6665 BUSCH BLVD	COLUMBUS	OH	43026	311217994	501(C)(3)	$6,275	$0	CORPORATE MATCH
HABITAT FOR HUMANITY
2520 CAMINO ENTRADA	SANTA FE	NM	87507	850355135	501(C)(3)	$6,079	$0	OPERATING SUPPORT
HARTFORD COMMUNITY COLLEGE
401 THOMAS RUN RD	BEL AIR	MD	21015	520912842		$0	$5,905	OPERATING SUPPORT	FMV	CENTRIFUGE
HEART HOPE HEROES
7435 MACGEORGE PL	BLACKLICK	OH	43026	861376588	501(C)(3)	$11,470	$0	CORPORATE MATCH
HONOR FLIGHT COLUMBUS
2233 N BANK DR	COLUMBUS	OH	43220	264262700	501(C)(3)	$5,305	$0	CORPORATE MATCH
HOPE PREGNANCY CENTER
PO BOX 1320	LOS ALAMOS	NM	87544	850423290	501(C)(3)	$10,187	$0	CORPORATE MATCH
HUMAN RIGHTS ALLIANCE
PO BOX 8640	SANTA FE	NM	87504	850410708	501(C)(3)	$5,258	$0	OPERATING SUPPORT
IDAHO ADVANCED ENERGY
428 PARK AVE	IDAHO FALLS	ID	83402	922637425	501(C)(3)	$94,000	$0	OPERATING SUPPORT
IDAHO BASECAMP
PO BOX 183	KETCHUM	ID	83340	273427884	501(C)(3)	$15,000	$0	STEM EDUCATION
IDAHO FALLS SCHOOL DIST 91
690 JOHN ADAMS PKWY	IDAHO FALLS	ID	83401	826001158	170(C)(1)	$10,000	$0	OPERATING SUPPORT
IDAHO FALLS YMCA
155 NORTH CORNER	IDAHO FALLS	ID	83402	820222174	501(C)(3)	$5,520	$0	OPERATING SUPPORT
IDAHO GOVERNOR'S CUP
PO BOX 983	BOISE	ID	83701	208277116	501(C)(3)	$18,000	$0	OPERATING SUPPORT
IDAHO STATE UNIVERSITY
921 S 8TH AVE	POCATELLO	ID	83209	826000924	501(C)(3)	$8,500	$0	SCHOLARSHIP
INDIAN RUN UNITED METHODIST CHURCH
6305 BRAND RD	DUBLIN	OH	43026	311195560	501(C)(3)	$14,500	$0	CORPORATE MATCH
JUNIOR ACHIEVEMENT OF EAST TN
2135 N CHARLES BLVD	CLINTON	TN	37716	620810145	501(C)(3)	$15,000	$0	OPERATING SUPPORT
JUNIOR ACHIEVEMENT OF GEORGIA
275 NORTHSIDE DR	ATLANTA	GA	30314	580598050	501(C)(3)	$20,000	$0	OPERATING SUPPORT
LEUKEMIA & LYMPHOMA SOCIETY
1201 15TH ST	WASHINGTON	DC	20049	135644916	501(C)(3)	$6,450	$0	CORPORATE MATCH
LIFECARE ALLIANCE
1699 WEST MOUND ST	COLUMBUS	OH	43026	314379494	501(C)(3)	$13,156	$0	CORPORATE MATCH
LIONS CLUB OF TAOS
PO BOX 199	TAOS	NM	87571	742843887	501(C)(3)	$10,000	$0	OPERATING SUPPORT
LONG ISLAND ASSOCIATION
300 BROAD HOLLOW RD	MELVILLE	NY	11747	111617383	501(C)(3)	$9,450	$0	OPERATING SUPPORT
LOS ALAMOS COMMUNITY FOUNDATION
PO BOX 1225	LOS ALAMOS	NM	87544	352546420	501(C)(3)	$6,783	$0	CORPORATE MATCH
LOS ALAMOS HISTORICAL SOCIETY
PO BOX 43	LOS ALAMOS	NM	87544	850231249	501(C)(3)	$11,024	$0	OPERATING SUPPORT
LOS ALAMOS NATIONAL LABORATORY FOUNDATION
1112 PLAZA DEL NORTE	ESPANOLA	NM	87532	742853972	501(C)(3)	$706,067	$0	OPERATING SUPPORT
LOS ALAMOS PUBLIC SCHOOLS FOUNDATION
1010 CENTRAL AVE	LOS ALAMOS	NM	87544	020773298	501(C)(3)	$10,424	$0	CORPORATE MATCH
M L K JR BIRTHDAY BREAKFAST
400 N HIGH ST	COLUMBUS	OH	43203	311225276	501(C)(3)	$7,500	$0	OPERATING SUPPORT
MADISON SCHOOL DISTRICT
60 W MAIN ST	REXBURG	ID	83440	826000835	170(C)(1)	$7,770	$0	OPERATING SUPPORT
M'AIKEN MAGIC STEM EDUCATION FOUNDATION
1000 BROOKHAVEN DR	AIKEN	SC	29803	852850785	501(C)(3)	$7,500	$0	OPERATING SUPPORT
MAIZE MANOR UNITED METHODIST CHURCH
3901 MAIZE RD	COLUMBUS	OH	43026	316014976	501(C)(3)	$8,000	$0	CORPORATE MATCH
MAKE SANTA FE INC
2879 ALL TRADES RD	SANTA FE	NM	87507	811757888	501(C)(3)	$5,763	$0	OPERATING SUPPORT
MARQUETTE UNIVERSITY
1250 WISCONSIN AVE	MILWAUKEE	WI	53233	390806251	501(C)(3)	$7,500	$0	CORPORATE MATCH
MARSH VALLEY SCHOOL DISTRICT 21
40 SCHOOL ST	ARIMO	ID	83214	826000590	170(C)(1)	$10,000	$0	STEM EDUCATION
MAYOR'S SCHOLARSHIP FUND
PO BOX 2323	IDAHO FALLS	ID	83403	462507365	501(C)(3)	$7,500	$0	SCHOLARSHIP
MESA TO MESA
PO BOX 1008	ESPANOLA	NM	87532	472594591	501(C)(3)	$5,790	$0	OPERATING SUPPORT
METHODIST MEDICAL CENTER
1420 CENTERPOINT BLVD	KNOXVILLE	TN	37932	620636239	501(C)(3)	$25,000	$0	OPERATING SUPPORT
MID-OHIO FOODBANK
3960 BROOKHAM DR	GROVE CITY	OH	43026	310865343	501(C)(3)	$55,742	$0	CORPORATE MATCH
MISSION WARMTH
394 RESTORATION DR	DELAWARE	OH	43026	880894213	501(C)(3)	$20,310	$0	CORPORATE MATCH
MOVING ARTS ESPANOLA
PO BOX 505	VELARDE	NM	87582	452459893	501(C)(3)	$5,429	$0	OPERATING SUPPORT
MUSEUM OF IDAHO
200 N EASTERN AVE	IDAHO FALLS	ID	83402	820363177	501(C)(3)	$15,000	$0	STEM EDUCATION
MUSEUMS AT MITCHEL
ONE DAVIS AVE	GARDEN CITY	NY	11530	113558761	501(C)(3)	$5,800	$0	OPERATING SUPPORT
MUSKEGON COUNTY COMMUNITY FOUNDATION
425 W WESTERN AVE	MUSKEGON	MI	49058	386114135	501(C)(3)	$40,000	$0	CORPORATE MATCH
NATIONAL MUSEUM OF MATHEMATICS
134 WEST 29TH ST	NEW YORK	NY	10001	271450809	501(C)(3)	$18,550	$0	OPERATING SUPPORT
NEIGHBORHOOD SERVICES
1950 N 4TH ST	COLUMBUS	OH	43026	310842947	501(C)(3)	$30,000	$0	CORPORATE MATCH
NEW ALBANY COMMUNITY FOUNDATION
220 MARKET ST	NEW ALBANY	OH	43054	311409264	501(C)(3)	$71,900	$0	OPERATING SUPPORT
NEW MEXICO CARES
3900 PASEO DEL SOL	SANTA FE	NM	87505	464150762	501(C)(3)	$11,000	$0	OPERATING SUPPORT
NEW MEXICO CONSORTIUM
4200 W JEMEZ RD	LOS ALAMOS	NM	87544	260370262	501(C)(3)	$15,000	$0	OPERATING SUPPORT
NEW YORK NEO-FUTURISTS
85 E 4TH ST	NEW YORK	NY	10003	203613986	501(C)(3)	$13,625	$0	CORPORATE MATCH
NNEMAP FOOD PANTRY
677 E 11TH AVE	COLUMBUS	OH	43026	310896363	501(C)(3)	$10,000	$0	CORPORATE MATCH
NORTHERN NEW MEXICO COLLEGE FOUNDATION
921 N PASEO DE ONATE	ESPANOLA	NM	87532	742835828	501(C)(3)	$6,755	$0	CORPORATE MATCH
NORTHERN NM RECREATION AND OUTDOOR CONSERVATION FOUNDATION
2600 CANYON RD	LOS ALAMOS	NM	87544	850478101	501(C)(3)	$8,356	$0	OPERATING SUPPORT
OAK RIDGE COMPUTER SCIENCE GIRLS
127 CLEMSON DR	OAK RIDGE	TN	37830	814937923	501(C)(3)	$18,067	$0	OPERATING SUPPORT
OAK RIDGE FOUNDATION
1201 OAK RIDGE TPKE	OAK RIDGE	TN	37830	853183278	501(C)(3)	$250,000	$0	STEM EDUCATION
OAK RIDGE SCHOOLS
PO BOX 117	OAK RIDGE	TN	37831	621809810	501(C)(3)	$275,000	$0	STEM EDUCATION
OHIO STATE UNIVERSITY FOUNDATION
14 E 15TH AVE	COLUMBUS	OH	43026	311145986	501(C)(3)	$31,882	$0	CORPORATE MATCH
OHIOHEALTH FOUNDATION
3430 OHIOHEALTH PKWY	COLUMBUS	OH	43026	237446919	501(C)(3)	$10,995	$0	CORPORATE MATCH
PALESTINIAN AMERICAN MEDICAL ASSOCIATION
4000 LEGATO RD	FAIRFAX	VA	22116	472227058	501(C)(3)	$7,830	$0	CORPORATE MATCH
PAST FOUNDATION
1929 KENNY RD	COLUMBUS	OH	43210	311694479	501(C)(3)	$29,371	$0	OPERATING SUPPORT
PELLISSIPPI STATE FOUNDATION
PO BOX 22990	KNOXVILLE	TN	37933	581493050	501(C)(3)	$5,500	$0	OPERATING SUPPORT
PELOTONIA
2281 KENNY RD	COLUMBUS	OH	43026	824997087	501(C)(3)	$21,633	$0	CORPORATE MATCH
PREGNANCY DECISION HEALTH CENTER
665 E DUBLIN GRANVILLE RD	COLUMBUS	OH	43026	311002913	501(C)(3)	$5,414	$0	CORPORATE MATCH
PROMUSICA CHAMBER ORCHESTRA
620 EAST BROAD ST	COLUMBUS	OH	43026	310952873	501(C)(3)	$11,000	$0	CORPORATE MATCH
REDEEMER CLASSICAL CHRISTIAN SCHOOL
6415 MT VISTA RD	KINGSVILLE	MD	21211	521982159	501(C)(3)	$18,200	$0	CORPORATE MATCH
REGIONAL DEVELOPMENT CORPORATION
441 GREG AVE	SANTA FE	NM	87501	742805791	501(C)(3)	$726,509	$0	OPERATING SUPPORT
RIGBY HIGH SCHOOL
3850 E 300 NORTH	RIGBY	ID	83442	841406378	170(C)(1)	$19,000	$0	OPERATING SUPPORT
ROANE STATE COMMUNITY COLLEGE
276 PATTON LANE	HARRIMAN	TN	37748	581413034	501(C)(3)	$30,000	$0	OPERATING SUPPORT
SAINT ELIZABETH SHELTER CORPORATION
804 ALARID ST	SANTA FE	NM	87505	850347650	501(C)(3)	$9,604	$0	OPERATING SUPPORT
SALMON VALLEY STEWARDSHIP
107 S CENTER ST	SALMON	ID	83467	203724466	501(C)(3)	$18,000	$0	OPERATING SUPPORT
SAMARITAN'S PURSE
7691 VALLEY BLVD	BLOWING ROCK	NC	28605	581437002	501(C)(3)	$12,240	$0	CORPORATE MATCH
SANTA FE ANIMAL SHELTER AND HUMANE SOCIETY
100 CAJA DEL RIO RD	SANTA FE	NM	87507	856000484	501(C)(3)	$7,250	$0	CORPORATE MATCH
SANTA FE CHAMBER OPPORTUNITIES FUND
PO BOX 1928	SANTA FE	NM	87504	850460648	501(C)(3)	$10,000	$0	OPERATING SUPPORT
SANTA FE CHILDREN'S MUSEUM
1050 OLD PECOS TRAIL	SANTA FE	NM	87505	850335070	501(C)(3)	$7,538	$0	OPERATING SUPPORT
SECOND CHANCE SHELTER
130 COUNTY RD 398	BOAZ	AL	36202	262717351	501(C)(3)	$10,000	$0	CORPORATE MATCH
SECOND HARVEST INLAND NORTHWEST
5825 BURLINGTON LOOP	PASCO	WA	99301	237173826	501(C)(3)	$10,800	$0	OPERATING SUPPORT
SELF HELP
2390 NORTH RD	LOS ALAMOS	NM	87544	850209449	501(C)(3)	$11,191	$0	CORPORATE MATCH
SELKIRK CONSERVATION ALLIANCE
PO BOX 1809	PRIEST RIVER	ID	83856	820418651	501(C)(3)	$7,500	$0	STEM EDUCATION
SHADOART PRODUCTIONS
503 S FRONT ST	COLUMBUS	OH	43026	311340461	501(C)(3)	$16,945	$0	CORPORATE MATCH
SHOSHONE-BANNOCK HIGH SCHOOL
PO BOX 790	FORT HALL	ID	83203	820197554	170(C)(1)	$10,750	$0	OPERATING SUPPORT
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PL	MEMPHIS	TN	37068	620646012	501(C)(3)	$8,877	$0	CORPORATE MATCH
STEM SANTA FE
PO BOX 33103	SANTA FE	NM	87594	822358193	501(C)(3)	$15,738	$0	OPERATING SUPPORT
SUMMER INSTITUTE OF LINGUISTICS
7500 W CAMP WISDOM RD	DALLAS	TX	78259	751840827	501(C)(3)	$6,289	$0	CORPORATE MATCH
SUMMER SCIENCE PROGRAM
1207 DELAWARE AVE	WILMINGTON	DE	19702	943341965	501(C)(3)	$6,000	$0	CORPORATE MATCH
TAOS EDUCATION COLLABORATIVE
PO BOX 3649	TAOS	NM	87571	850425147	501(C)(3)	$10,032	$0	OPERATING SUPPORT
TENNESSEE CITIZENS FOR WILDERNESS PLANNING
PO BOX 6873	OAK RIDGE	TN	37831	237031644	501(C)(3)	$6,500	$0	OPERATING SUPPORT
TETON REGIONAL LAND TRUST
1520 S 500 W	DRIGGS	ID	83422	943146525	501(C)(3)	$11,500	$0	CORPORATE MATCH
TNFIRST
630 TROWBRIDGE LN	FARRAGUT	TN	37934	821617280	501(C)(3)	$60,000	$0	OPERATING SUPPORT
TRAGEDY ASSISTANCE FOR SURVIVORS
300 WILSON BLVD	ARLINGTON	VA	22201	920152268	501(C)(3)	$106,097	$0	OPERATING SUPPORT
TRI-CITIES CHAPLAINCY
1480 FOWLER ST	RICHLAND	WA	99352	910913590	501(C)(3)	$11,200	$0	OPERATING SUPPORT
UNITED WAY LONG ISLAND
819 GRAND BLVD	DEER PARK	NY	11729	116042392	501(C)(3)	$39,000	$0	OPERATING SUPPORT
UNITED WAY OF AIKEN COUNTY
235 BARNWELL AVE	AIKEN	SC	29801	570360086	501(C)(3)	$38,500	$0	OPERATING SUPPORT
UNITED WAY OF ANDERSON COUNTY
PO BOX 4158	OAK RIDGE	TN	37831	626041371	501(C)(3)	$51,896	$0	OPERATING SUPPORT
UNITED WAY OF BONNEVILLE
1649 WOODRUFF PARK	IDAHO FALLS	ID	83401	820233588	501(C)(3)	$118,000	$0	OPERATING SUPPORT
UNITED WAY OF CENTRAL OHIO
215 N FRONT ST	COLUMBUS	OH	43215	314393712	501(C)(3)	$5,098	$0	CORPORATE MATCH
UNITED WAY OF NORTHERN NEW MEXICO
PO BOX 539	LOS ALAMOS	NM	87544	237138947	501(C)(3)	$219,218	$0	CORPORATE MATCH
UNITED WAY OF SOUTHEASTERN IDAHO
PO BOX 911	POCATELLO	ID	83204	820209625	501(C)(3)	$23,734	$0	OPERATING SUPPORT
UNITED WAY OF THE CSRA
1765 BROAD ST	AUGUSTA	GA	30904	580566155	501(C)(3)	$18,500	$0	OPERATING SUPPORT
UNIVERSITY OF NEW MEXICO
4000 UNIVERSITY DR	LOS ALAMOS	NM	87544	850275408	501(C)(3)	$10,000	$0	OPERATING SUPPORT
UNIVERSITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PARKWAY	LOS ANGELES	CA	94903	951642394	501(C)(3)	$28,440	$0	CORPORATE MATCH
UNIVERSITY OF TAMPA
401 KENNEDY BLVD	TAMPA	FL	33606	590624459	501(C)(3)	$10,000	$0	SCHOLARSHIP
UNIVERSITY OF TENNESSEE
800 ANDY HOLT TOWER	KNOXVILLE	TN	37996	626001636	501(C)(3)	$20,000	$0	OPERATING SUPPORT
UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250	AUSTIN	TX	78767	741587488	501(C)(3)	$48,800	$0	OPERATING SUPPORT
UNIVERSITY OF TOLEDO FOUNDATION
4510 DORR ST	TOLEDO	OH	43026	346555110	501(C)(3)	$8,700	$0	CORPORATE MATCH
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERGERDING HALL	SEATTLE	WA	98195	943079432	501(C)(3)	$17,000	$0	CORPORATE MATCH
WESLEYAN UNIVERSITY
237 HIGH ST	MIDDLETOWN	CT	06459	060646959	501(C)(3)	$5,250	$0	SCHOLARSHIP
YOSTEM
PO BOX 52851	KNOXVILLE	TN	37950	822469742	501(C)(3)	$10,125	$0	OPERATING SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	156	Total501c3OrgCnt
Total Other Org	6	TotalOtherOrgCnt

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 GRANT AGREEMENT THAT STATES THE SCOPE AND PURPOSE OF THE DISTRIBUTION. THE BMI BOARD OF DIRECTORS HAS FINAL APPROVAL FOR ANY DISTRIBUTIONS EXCEEDING $500,000. BATTELLE ENERGY ALLIANCE LLC, BATTELLE NATIONAL BIODEFENSE INSTITUTE 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), WITH 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	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	Yes (1)	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	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 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	$1,090,711	$0	$4,032,210	$0	$446,179	$0	$24,039	$0	$17,617	$0	$5,610,756	$0	$134,284	$0
MARK T PETERS
EXECUTIVE VP, GLOBAL LAB OPERATIONS	$583,385	$0	$1,514,404	$0	$12,204	$0	$24,942	$0	$28,569	$0	$2,163,504	$0	$0	$0
MATTHEW L VAUGHAN
EXECUTIVE VP, AS&T	$525,662	$0	$989,638	$0	$585,703	$0	$24,039	$0	$26,317	$0	$2,151,359	$0	$20,677	$0
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	$468,749	$0	$685,840	$0	$81,731	$0	$58,149	$0	$17,041	$0	$1,311,510	$0	$75,579	$0
STEVEN F ASHBY
SR VP, LAB DIRECTOR	$524,790	$0	$316,202	$0	$161,326	$0	$61,290	$0	$26,033	$0	$1,089,641	$0	$85,354	$0
EDWARD GRECCO
EXECUTIVE VP, CFO TO 05/23	$282,644	$0	$592,042	$0	$125,703	$0	$16,674	$0	$18,247	$0	$1,035,310	$0	$10,035	$0
JEFFREY SMITH
SR VP LAB OPS	$594,430	$0	$309,600	$0	$106,661	$0	$15,589	$0	$684	$0	$1,026,964	$0	$0	$0
JOHN WAGNER
SR VP, LAB DIRECTOR	$604,238	$0	$313,096	$0	$2,438	$0	$13,296	$0	$38,845	$0	$971,913	$0	$0	$0
AIMEE KENNEDY
SR VP, CHIEF HR OFFICER	$308,132	$0	$473,931	$0	$45,835	$0	$24,095	$0	$22,925	$0	$874,918	$0	$31,019	$0
GEORGE LECAKES
SR VP & GENERAL MANAGER	$361,298	$0	$456,968	$0	$12,456	$0	$32,939	$0	$1,092	$0	$864,753	$0	$8,551	$0
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	$225,143	$0	$471,884	$0	$98,611	$0	$19,031	$0	$27,761	$0	$842,430	$0	$62,640	$0
MICHAEL SCHLENDER
DEPUTY LAB DIRECTOR	$403,029	$0	$177,220	$0	$142,181	$0	$81,176	$0	$15,099	$0	$818,705	$0	$77,391	$0
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	$0	$0	$680,850	$0	$96,533	$0	$0	$0	$21	$0	$777,404	$0	$76,533	$0
JERRY TOTTLER
SR VP LAB OPS	$265,253	$0	$185,677	$0	$284,496	$0	$21,220	$0	$266	$0	$756,912	$0	$197,653	$0
ANTHONY PEURRUNG
DEPUTY LAB DIRECTOR	$402,323	$0	$150,976	$0	$119,316	$0	$20,796	$0	$1,387	$0	$694,798	$0	$59,562	$0
CHRIS BOYNTON
EXECUTIVE VP, CFO FROM 05/23	$161,253	$0	$76,348	$0	$404,196	$0	$17,926	$0	$21,846	$0	$681,569	$0	$0	$0
MARK D PERRIGO
ASST TREAS. & CONTROLLER	$235,994	$0	$155,709	$0	$141,201	$0	$16,546	$0	$23,008	$0	$572,458	$0	$0	$0
BRIAN R SMITH
VP & TREASURER	$60,279	$0	$172,672	$0	$206,929	$0	$22,891	$0	$25,883	$0	$488,654	$0	$0	$0
AMY VERTANEN
ASST TREAS. & CONTROLLER	$256,866	$0	$174,987	$0	$911	$0	$21,372	$0	$10,624	$0	$464,760	$0	$0	$0
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	$266,971	$0	$38,107	$0	$6,424	$0	$38,959	$0	$18,018	$0	$368,479	$0	$3,018	$0
KIRKLAND H DONALD
CHAIRMAN AND DIRECTOR	$198,501	$0	$0	$0	$0	$0	$0	$0	$0	$0	$198,501	$0	$0	$0
RONALD D TOWNSEND
EXECUTIVE VP, GLB LAB OPS TO 01/21	$194,991	$0	$0	$0	$0	$0	$0	$0	$0	$0	$194,991	$0	$0	$0
SEAN C O'KEEFE
DIRECTOR	$168,202	$0	$0	$0	$0	$0	$0	$0	$0	$0	$168,202	$0	$0	$0
SUZANNE M VAUTRINOT
DIRECTOR	$165,698	$0	$0	$0	$0	$0	$0	$0	$0	$0	$165,698	$0	$0	$0
VICKY A BAILEY
DIRECTOR	$163,246	$0	$0	$0	$0	$0	$0	$0	$0	$0	$163,246	$0	$0	$0
MICHAEL J GASSER
DIRECTOR TO 11/23	$161,208	$0	$0	$0	$0	$0	$0	$0	$0	$0	$161,208	$0	$0	$0
JOHN C LECHLEITER
DIRECTOR	$160,687	$0	$0	$0	$0	$0	$0	$0	$0	$0	$160,687	$0	$0	$0
STEPHEN D STEINOUR
DIRECTOR	$158,202	$0	$0	$0	$0	$0	$0	$0	$0	$0	$158,202	$0	$0	$0
STEPHANIE O'SULLIVAN
DIRECTOR	$155,791	$0	$0	$0	$0	$0	$0	$0	$0	$0	$155,791	$0	$0	$0
WAYNE FREDERICK
DIRECTOR	$153,209	$0	$0	$0	$0	$0	$0	$0	$0	$0	$153,209	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 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 2023 TWO OFFICERS 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. FIVE OFFICER'S HAD TRAVEL FOR COMPANIONS AND THE VALUE OF THE OFFICER'S COMPANION TRAVEL EXPENSES WERE INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. BMI PROVIDES A TAX GROSS-UP FOR RELOCATION COSTS, CERTAIN FRINGE BENEFITS AND OTHER MISCELLANEOUS ITEMS. FOR 2023 ELEVEN OFFICERS AND TWELVE DIRECTORS HAD TAX GROSS UPS. SOCIAL CLUB DUES PERTAIN TO DUES THAT ALLOW BUSINESS MEETINGS AND BUSINESS ACTIVITIES TO TAKE PLACE. FOR 2023 THERE WAS ONE CURRENT OFFICER WITH SOCIAL CLUB DUES.
PART I, LINES 4A-C	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 THE YEAR OF VESTING. IN 2023, THIRTEEN WERE REPORTED WITH VESTED/TAXABLE COMPENSATION IN COLUMN D OF PART VII AS APPLICABLE. SEVERANCE MARK PERRIGO 130,313 NON-QUALIFIED RETIREMENT PLAN STEVEN ASHBY 85,354 RUSSELL AUSTIN 75,579 ED GRECCO 10,035 PATRICK JARVIS 62,640 AIMEE KENNEDY 31,019 GEORGE LECAKES 8,551 THOMAS MASON 76,533 ANTHONY PEURRUNG 59,562 JERRY ROTTLER 197,653 THOMAS SHARPE 3,018 MICHAEL SCHLENDER 77,391 LOU THAER 134,284 MATT VAUGHAN 20,677 EQUITY-BASED COMPENSATION ARRANGEMENT EFFECTIVE JANUARY 19, 2023, BMI ADOPTED THE BATTELLE MEMORIAL INSTITUTE EQUITY PARTICIPATION PLAN AS AN INCENTIVE COMPENSATION PROGRAM FOR EMPLOYEES WHO MAKE SIGNIFICANT CONTRIBUTIONS TO BMI SCIENTIFIC RESEARCH BY GRANTING THEM PROFIT INTERESTS IN NEW BUSINESSES THAT FURTHER DEVELOP AND COMMERCIALIZE THE OUTCOMES OF THAT SCIENTIFIC RESEARCH. IN 2023, VARIOUS BMI EMPLOYEES, INCLUDING SOME BMI EMPLOYEES THAT ARE LISTED ON PART VII OF SECTION A OF FORM 990, WERE AWARDED PROFIT UNITS IN RET INCENTIVE, LLC WHICH IS A BMI AFFILIATE THAT HOLDS BMI EQUITY INTERESTS IN A BMI SPIN OUT THAT IS FOCUSED ON THE TREATMENT AND DESTRUCTION OF PFAS. THE PROFIT UNITS OF RET INCENTIVE, LLC THAT WERE GRANTED IN 2023 GENERALLY VEST IN THREE YEARS AND RECIPIENTS OF THOSE PROFIT UNITS MADE SECTION 83(B) ELECTIONS FOR THOSE UNITS. AWARDS OF PROFIT UNITS OF RET INCENTIVE, LLC IN 2023 TO LISTED PERSONS ARE AS FOLLOWS: NAME PROFIT UNITS AWARDED PERCENTAGE INTEREST OF RET INCENTIVE, LLC RUSSELL P. AUSTIN 1,332 0.5994% EDWARD GRECCO 1,332 0.5994% PATRICK JARVIS 1,332 0.5994% AIMEE KENNEDY 1,332 0.5994% GEORGE LECAKES 318 0.1431% MARK PERIGO 318 0.1431% MARK PETERS 318 0.1431% BRIAN SMITH 318 0.1431% AMY VERTANEN 318 0.1431% LOU VON THAER 2000 0.90%
PART I, LINE 7	SHORT AND LONG-TERM INCENTIVE COMPENSATION PROGRAMS ARE TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE.
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 (303 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$833	$877	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,200	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,203	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,206	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,208	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,212	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,212	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,214	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,215	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,219	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,219	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,220	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,223	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,229	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,230	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,231	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,234	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,234	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,238	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,154	$1,239	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,250	$1,316	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,544	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,550	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,555	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,562	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,572	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,578	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,587	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,599	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,604	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,608	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,614	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,615	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,615	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,620	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,626	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,628	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,630	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,630	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,634	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,634	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,640	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,538	$1,640	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,528	$1,641	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,751	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,753	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,757	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,757	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,760	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,763	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,765	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,766	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,769	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,667	$1,771	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,731	$1,819	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,731	$1,856	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,350	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,380	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,399	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,406	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,412	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,417	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,421	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,423	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,423	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,425	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,430	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,438	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,442	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,444	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,445	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,451	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,452	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,457	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,459	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,308	$2,461	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,292	$2,462	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,600	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,602	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,604	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,607	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,609	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,611	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,613	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,616	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,621	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,627	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,629	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,630	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,635	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,635	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,637	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,639	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,641	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,644	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,645	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,647	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,648	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,653	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,657	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,827	$2,905	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$3,462	$3,637	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$3,437	$3,686	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$3,833	$4,043	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,154	$4,415	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,615	$4,632	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,615	$4,649	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,615	$4,666	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,615	$4,685	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,615	$4,717	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$4,615	$4,733	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$5,000	$5,265	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$5,528	$5,815	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$5,538	$5,887	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$6,500	$6,825	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$6,923	$7,051	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$8,292	$8,722	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$8,308	$8,831	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$8,500	$8,964	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,682	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,692	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,462	$9,723	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,768	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,777	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,804	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,807	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,837	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$9,167	$9,846	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,399	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,408	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,417	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,426	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,437	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,443	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,453	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,465	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,482	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,501	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,507	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,518	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,519	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,539	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,541	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,549	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,557	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,575	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,581	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,590	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,594	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,602	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,613	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,627	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,580	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,580	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,622	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,622	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,666	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,666	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,712	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,712	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,792	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,792	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,831	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,831	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,902	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,902	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,995	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$11,995	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,031	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,062	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,062	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,083	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,115	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,124	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,152	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,187	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,192	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,199	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,226	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,295	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,303	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,307	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,341	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,344	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,382	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$11,538	$12,394	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$13,750	$14,744	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,000	$15,536	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,165	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,250	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,266	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,393	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,410	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,455	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,459	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,510	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$15,385	$16,526	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,332	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,347	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,361	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,377	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,394	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,405	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,422	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,442	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,470	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,530	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,667	$17,582	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$17,308	$17,629	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$17,308	$17,629	0	Yes (1)	Yes (1)
MARK PERRIGO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$16,731	$17,903	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$17,308	$18,186	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$17,308	$18,558	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$20,000	$20,553	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$20,000	$21,039	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$20,000	$21,091	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$20,000	$21,259	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$21,667	$22,513	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$22,308	$23,104	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$22,500	$23,678	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$22,292	$23,853	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$22,917	$24,129	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$23,077	$24,745	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$24,000	$25,275	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$24,000	$25,358	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$24,000	$25,430	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$24,000	$25,591	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$25,538	$26,245	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$26,538	$27,917	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$32,500	$33,769	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$32,500	$34,242	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$33,462	$34,656	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$33,750	$35,517	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$33,437	$35,780	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$40,000	$42,183	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$41,538	$42,688	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$41,538	$44,153	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,000	$47,253	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,663	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,703	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,743	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,787	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,834	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,863	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,909	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$47,966	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,043	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,207	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,212	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,305	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,313	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,351	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,388	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,409	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,471	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,498	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,536	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,554	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,591	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,641	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,691	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$48,705	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$60,000	$61,660	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$60,000	$63,004	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$61,731	$63,438	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$60,000	$63,777	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$61,167	$64,343	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$62,000	$65,383	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$75,385	$79,299	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$102,000	$104,822	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$100,000	$105,360	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$110,000	$116,183	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$126,000	$133,932	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$150,000	$157,853	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$167,308	$173,281	0	Yes (1)	Yes (1)
PATRICK JARVIS
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$167,308	$179,027	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$200,000	$207,140	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$200,000	$207,812	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$200,000	$210,471	0	Yes (1)	Yes (1)
BRIAN SMITH
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$201,538	$211,052	0	Yes (1)	Yes (1)
THOMAS MASON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$200,000	$214,010	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$211,538	$220,574	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$218,333	$229,264	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$235,000	$241,501	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$235,000	$247,204	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$235,000	$249,793	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$245,833	$259,249	0	Yes (1)	Yes (1)
CHRIS BOYNTON
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$267,308	$276,851	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$310,000	$326,617	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$410,000	$426,015	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$416,667	$432,942	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$415,000	$436,726	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$416,667	$439,002	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$423,077	$452,713	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$600,000	$621,421	0	Yes (1)	Yes (1)
MATTHEW VAUGHAN
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$600,000	$631,412	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$668,750	$715,595	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$900,000	$932,132	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,495,833	$1,554,262	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,495,833	$1,576,018	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$1,868,750	$1,966,584	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,350,000	$2,433,901	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,350,000	$2,514,614	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$23,062,367	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	NICHOLAS K PETERS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	MARK PETERS-FAMILY	RelationshipDescriptionTxt
Transaction	$101,551	TransactionAmt
Transaction	PAYROLL	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

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 1,929,498,845. MANAGEMENT AND GENERAL EXPENSES 1,023,570,558. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,953,069,403.
FORM 990, PART XI, LINE 9:	PENSION AND POST RETIREMENT BENEFITS 269,025,751. NONCONTROLLING INTEREST -760,523. MARKET VALUE ADJUSTMENT 6,298,827.

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	$50,565,736	$13,780,950	BATTELLE MEMORIAL INSTITUTE
BATTELLE ENERGY ALLIANCE LLC
2525 N FREMONT AVE	IDAHO FALLS	ID	83415	680588324	MANAGEMENT OF NATIONAL LABORATORY	DE	$2,065,780,418	$6,803,567	BATTELLE MEMORIAL INSTITUTE
BATTELLE SAVANNAH RIVER ALLIANCE LLC
SAVANNAH RIVER SITE	AIKEN	SC	29808	850942867	MANAGEMENT OF NATIONAL LABORATORY	DE	$435,955,551	$5,219,709	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	VA	501(C)(3)	7	BATTELLE MEMORIAL INSTITUTE	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
RET INCENTIVE LLC
505 KING AVENUE	COLUMBUS	OH	43201	922455678	EQUITY PARTICIPATION PLAN	DE	RET HOLDCO INC	UNRELATED	-$1,265,793	$1,062,843	0	0	0.82000
AMPLIFYBIO LLC
1425 PLAIN CITY-GEORGESVILLE	WEST JEFFERSON	OH	43162	862301671	ADVANCED MEDICAL RESEARCH	DE	BATTELLE SERVICES COMPANY INC	UNRELATED	-$22,826,632	$63,439,974	0	0	0.56580

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
BATTELLE APPLIED SOLUTIONS LLC
505 KING AVENUE	COLUMBUS	OH	43201	825131944	ENVIRONMENTAL SERVICES	DE	BATTELLE MEMORIAL INSTITUTE	C	$389,559	$1,043,976	1.00000	Yes (1)
BATTELLE CANADA LTD
					SCIENTIFIC RESEARCH		BATTELLE MEMORIAL INSTITUTE	C	$316	$17,805	1.00000	Yes (1)	77 KING ST WEST	TORONTO	ONTARIO	CA	M5K0A1	CA
BATTELLE SERVICES COMPANY INC
505 KING AVENUE	COLUMBUS	OH	43201	311792334	HOLDING COMPANY	OH	BATTELLE MEMORIAL INSTITUTE	C	$354,417	$116,529,302	1.00000	Yes (1)
BATTELLE UK LIMITED
					SCIENTIFIC RESEARCH		BATTELLE MEMORIAL INSTITUTE	C	$13,260,597	$12,942,961	1.00000	Yes (1)	29 SPRINGFIELD LYONS APPROACH	CHELMSFORD ESSEX		UK	CM2 5LB	UK
B-C JV LLC
1204 TECHNOLOGY DRIVE	ABERDEEN	MD	21004	471470805	SCIENTIFIC RESEARCH (DORMANT)	MD	BATTELLE MEMORIAL INSTITUTE	C			0.70000	Yes (1)
GEOSAFE CORPORATION
505 KING AVENUE	COLUMBUS	OH	43201	911404268	LICENSING COMPANY	WA	BATTELLE MEMORIAL INSTITUTE	C		$419,089	1.00000	Yes (1)
RESEARCH INSURANCE COMPANY LTD
					INSURING BATTELLE RISKS		BATTELLE MEMORIAL INSTITUTE	C	$1,918,619	$127,485,169	1.00000	Yes (1)	73 FRONT STREET 3RD FLOOR	HAMILTON		BD		BD
RET HOLDCO INC
505 KING AVENUE	COLUMBUS	OH	43201	921089166	HOLDING COMPANY	DE	BATTELLE MEMORIAL INSTITUTE	C	$278,660	$302,742	1.00000	Yes (1)
SCIENTIFIC ADVANCES INC
505 KING AVENUE	COLUMBUS	OH	43201	316024333	VENTURE CAPITAL MANAGEMENT	OH	BATTELLE MEMORIAL INSTITUTE	C	$207	$107,006	1.00000	Yes (1)
SEEBYTE HOLDINGS LTD
				981140866	HOLDING COMPANY		BATTELLE MEMORIAL INSTITUTE	C	$14,012,461	$25,140,809	1.00000	Yes (1)	16 CHARLOTTE SQUARE	EDINBURGH		UK		UK
SEEBYTE INC
2240 SHELTER ISLAND DRIVE SUITE 210	SAN DIEGO	CA	92106	980563142	SOFTWARE DEVELOPMENT	DE	BATTELLE MEMORIAL INSTITUTE	C	$1,731,654	$5,393,004	1.00000	Yes (1)
VITEX SYSTEMS INC
505 KING AVENUE	COLUMBUS	OH	43201	770526364	LICENSING COMPANY	DE	BATTELLE MEMORIAL INSTITUTE	C	$17,733	$556,608	1.00000	Yes (1)

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	0	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	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BATTELLE APPLIED SOLUTIONS - SPECIFIED PAYMENT
A	$14	FMV
BATTELLE SERVICES COMPANY - SPECIFIED PAYMENT
A	$61,278	FMV
AMPLIFYBIO LLC - SPECIFIED PAYMENT
A	$768,443	FMV
GEOSAFE CORPORATION - SPECIFIED PAYMENT
A	$275,696	FMV
BATTELLE CANADA
B	$56,520	FMV
BATTELLE SERVICES COMPANY
B	$30,000,000	FMV
AMPLIFYBIO LLC
L	$826,291	FMV
BATTELLE UK LIMITED
L	$309,884	FMV
SEEBYTE LIMITED
L	$90,010	FMV
AMPLIFYBIO LLC
M	$3,500,966	FMV
SEEBYTE INC
M	$679,959	FMV
AMPLIFYBIO LLC
Q	$2,850,470	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)	$2,284,755	$3,437,135	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)	$5,793,077	$7,570,477	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)	$13,850,457	$13,367,406	0	$0	0	0.42630

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. THE SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECHNICAL SERVICES PROVIDED TO BMI AND BMI'S UNITED KINGDOM AFFILIATES WERE PROVIDED UNDER ARMS-LENGTH TERMS AND AT PRICING WHICH COMPLIED WITH THE INTER-COMPANY TRANSFER PRICING RULES OF 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, OTHER THAN THE PROVISION OF ADMINISTRATIVE SERVICES, 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. ADMINISTRATIVE SERVICES ARE PROVIDED TO RELATED PARTIES ON A FULLY BURDENED COST BASIS.
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.