BATTELLE MEMORIAL INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BATTELLE MEMORIAL INSTITUTE (EIN 31-4379427)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-07
- IRS object ID
- 202302199349300875
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-07T09:33:39-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314379427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE MEMORIAL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATT | BusinessNameControlTxt |
| Phone | 6144246424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 KING AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432012693 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E SHARPE | PersonNm |
| Person Title | ASST. TREASURER | PersonTitleTxt |
| Phone | 6144244971 | PhoneNum |
| Signature | 2023-08-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | SHARPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $11,091,587,870 | 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 | 41098 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $85,929,452 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,916,371 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,954,666,857 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,821,317,836 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,037,325,791 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,205,777,755 | CYProgramServiceRevenueAmt |
| PY Investment Income | $80,560,417 | PYInvestmentIncomeAmt |
| CY Investment Income | -$25,783,374 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,269,299 | PYOtherRevenueAmt |
| CY Other Revenue | $23,633,829 | CYOtherRevenueAmt |
| PY Total Revenue | $10,086,822,364 | PYTotalRevenueAmt |
| CY Total Revenue | $11,024,946,046 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,452,429 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,278,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,526,542,228 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,093,584,423 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,336,214,752 | PYOtherExpensesAmt |
| CY Other Expenses | $4,886,018,950 | CYOtherExpensesAmt |
| PY Total Expenses | $9,892,209,409 | PYTotalExpensesAmt |
| CY Total Expenses | $11,003,881,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $194,612,955 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,064,092 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,558,568,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,503,032,732 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $708,486,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $606,544,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $850,081,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $896,487,746 | 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 | $7,053,148,108 | ExpenseAmt |
| Revenue | $646,035,740 | RevenueAmt |
| Desc | BATTELLE MEMORIAL INSTITUTE ("BMI") AND ITS AFFILIATES OPERATE SEVEN UNITED STATES DEPARTMENT OF ENERGY ("DOE") NATIONAL LABORATORIES: BROOKHAVEN NATIONAL LABORATORY; IDAHO NATIONAL LABORATORY; LOS ALAMOS NATIONAL LABORATORY; NATIONAL RENEWABLE ENERGY LABORATORY; OAK RIDGE NATIONAL LABORATORY; PACIFIC NORTHWEST NATIONAL LABORATORY; SAVANNAH RIVER NATIONAL LABORATORY. BMI IS AN INTEGRATED SUBCONTRACTOR AT A 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 | $538,574,380 | ExpenseAmt |
| Revenue | $474,009,057 | 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 | $24,278,581 | ExpenseAmt |
| Grant | $24,278,581 | 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 | $7,616,001,069 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3599 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41098 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 (29 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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN K WELCH | |||||||||
| CHAIRMAN AND DIRECTOR | 3.00 | Yes (X) | $206,039 | $0 | $0 | ||||
| SEAN C O'KEEFE | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $191,936 | $0 | $0 | ||||
| MICHAEL J GASSER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $178,724 | $0 | $0 | ||||
| JOHN C LECHLEITER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $181,497 | $0 | $0 | ||||
| KIRKLAND H DONALD | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $181,545 | $0 | $0 | ||||
| STEPHANIE O'SULLIVAN | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $173,602 | $0 | $0 | ||||
| SUZANNE M VAUTRINOT | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $173,593 | $0 | $0 | ||||
| VICKY A BAILEY | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $184,072 | $0 | $0 | ||||
| STEPHEN D STEINOUR | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $179,143 | $0 | $0 | ||||
| WAYNE FREDERICK | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $147,911 | $0 | $0 | ||||
| LEWIS VON THAER | |||||||||
| PRESIDENT & CEO | 39.00 | $4,047,187 | $0 | $45,564 | 1.00 | Yes (X) | |||
| RUSSELL P AUSTIN | |||||||||
| SR VP, GEN COUNSEL & SECRETARY | 40.00 | $1,425,589 | $0 | $66,315 | Yes (X) | ||||
| EDWARD GRECCO | |||||||||
| EXECUTIVE VP, CFO | 40.00 | $1,565,015 | $0 | $50,254 | Yes (X) | ||||
| STEVEN F ASHBY | |||||||||
| SR VP, LAB DIRECTOR | 40.00 | $909,258 | $0 | $161,483 | Yes (X) | ||||
| PATRICK F JARVIS | |||||||||
| SR VP, MARKETING & COMMUNICATIONS | 40.00 | $790,711 | $0 | $49,749 | Yes (X) | ||||
| MATTHEW L VAUGHAN | |||||||||
| EXECUTIVE VP, CONTRACT RESEARCH | 40.00 | $1,868,052 | $0 | $50,557 | Yes (X) | ||||
| MARK T PETERS | |||||||||
| EXECUTIVE VP, LAB DIRECTOR | 40.00 | $1,329,084 | $0 | $49,371 | Yes (X) | ||||
| AIMEE KENNEDY | |||||||||
| SR VP, CHIEF HR OFFICER | 40.00 | $677,020 | $0 | $41,795 | Yes (X) | ||||
| THOMAS E SHARPE | |||||||||
| ASST TREASURER & ASST SECR | 39.00 | $305,163 | $0 | $58,919 | 1.00 | Yes (X) | |||
| BRIAN R SMITH | |||||||||
| TREASURER | 39.00 | $346,398 | $0 | $45,159 | 1.00 | Yes (X) | |||
| MARK D PERRIGO | |||||||||
| ASST TREAS. & CONTROLLER | 40.00 | $370,328 | $0 | $43,703 | Yes (X) | ||||
| JOHN WAGNER | |||||||||
| SR VP, LAB DIRECTOR | 40.00 | $772,858 | $0 | $67,982 | Yes (X) | ||||
| GEORGE LECAKES | |||||||||
| VP & GENERAL MANAGER | 40.00 | $759,134 | $0 | $30,184 | Yes (X) | ||||
| JERRY ROTTLER | |||||||||
| SR VP LAB OPERATIONS | 40.00 | $788,009 | $0 | $22,232 | Yes (X) | ||||
| MICHAEL SCHLENDER | |||||||||
| DEPUTY LAB DIRECTOR | 40.00 | $596,797 | $0 | $283,501 | Yes (X) | ||||
| JUAN ALVAREZ | |||||||||
| DEPUTY LAB DIRECTOR | 40.00 | $583,221 | $0 | $164,967 | Yes (X) | ||||
| ANTHONY PEURRUNG | |||||||||
| DEPUTY LAB DIRECTOR | 40.00 | $580,523 | $0 | $231,746 | Yes (X) | ||||
| RONALD D TOWNSEND | |||||||||
| EXECUTIVE VP, LAB OPS TO 01/21 | 40.00 | $1,045,715 | $0 | $0 | Yes (X) | ||||
| THOMAS E MASON | |||||||||
| SENIOR VP 07/17 TO 11/17 | 0.00 | $644,637 | $0 | $2 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,202,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,463,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16750 | 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 ST | LOS ALAMOS | NM | 87544 | PROJECT MNGMT CONSTRUCTION | $84,736,237 |
| CENTERRA GROUP LLC | |||||
| 7121 FAIRWAY DR | PALM BEACH GARDENS | FL | 33418 | PROFORCE SERVICES | $60,714,533 |
| EW HOWELL CO LLC | |||||
| 245 NEWTOWN RD | PLAINVIEW | NY | 11803 | CONSTRUCTION | $23,188,923 |
| YOH SERVICES LLC | |||||
| 1500 SPRING GARDEN ST | PHILADELPHIA | PA | 19130 | PROFESSIONAL SERVICES | $12,016,695 |
| NUCFIL LLC | |||||
| 400 CORPORATE CIRCLE | GOLDEN | CO | 80401 | TECHNICAL SERVICES | $8,613,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 524 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,789,775,399 | GovernmentGrantsAmt |
| All Other Contributions | $31,542,437 | AllOtherContributionsAmt |
| Total Contributions | $9,821,317,836 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GOVERNMENT CONTRACTS | 541700 | $830,283,249 | $830,283,249 | |
| SCIENTIFIC RESEARCH | 541700 | $375,494,506 | $289,761,548 | $85,732,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,205,777,755 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,951,040 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $196,494 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,754,546 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,599,707 | TotalRevenueColumnAmt |
| Exclusion | $5,599,707 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,722 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,722 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,722 | TotalRevenueColumnAmt |
| Exclusion | $100,722 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,813,889 | SecuritiesAmt |
| Other | $11,093,521 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,325,220 | SecuritiesAmt |
| Other | $2,316,604 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$49,511,331 | SecuritiesAmt |
| Other | $8,776,917 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,734,414 | TotalRevenueColumnAmt |
| Exclusion | -$40,734,414 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| NET PERIODIC PENSION | 541700 | $17,913,400 | $17,913,400 |
| SALE OF INVENTORY | 541700 | $20,000 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,933,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,024,946,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,120,044,797 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $85,929,452 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,346,039 | 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 | $24,278,581 | TotalAmt |
| Program Services | $24,278,581 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,967,481 | TotalAmt |
| Management And General | $17,967,481 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,522,625,845 | TotalAmt |
| Program Services | $3,163,544,878 | ProgramServicesAmt |
| Management And General | $1,359,080,967 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,207,463 | TotalAmt |
| Program Services | $336,944,534 | ProgramServicesAmt |
| Management And General | $153,262,929 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,711,891 | TotalAmt |
| Program Services | $532,385,881 | ProgramServicesAmt |
| Management And General | $213,326,010 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,071,743 | TotalAmt |
| Program Services | $221,172,325 | ProgramServicesAmt |
| Management And General | $95,899,418 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,575,930 | TotalAmt |
| Program Services | $9,575,930 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,801,467 | TotalAmt |
| Management And General | $9,801,467 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771,995 | TotalAmt |
| Management And General | $1,771,995 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,185 | TotalAmt |
| Program Services | $923,185 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,331 | TotalAmt |
| Management And General | $1,716,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,601,247,004 | TotalAmt |
| Program Services | $1,783,839,337 | ProgramServicesAmt |
| Management And General | $817,407,667 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,450 | TotalAmt |
| Program Services | $962,450 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,406,025 | TotalAmt |
| Program Services | $138,162 | ProgramServicesAmt |
| Management And General | $7,267,863 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,455,871 | TotalAmt |
| Program Services | $88,513,855 | ProgramServicesAmt |
| Management And General | $47,942,016 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,200,963 | TotalAmt |
| Program Services | $108,536,645 | ProgramServicesAmt |
| Management And General | $53,664,318 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,240,923 | TotalAmt |
| Program Services | $95,238,247 | ProgramServicesAmt |
| Management And General | $39,002,676 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,927,979 | TotalAmt |
| Program Services | $1,226,773 | ProgramServicesAmt |
| Management And General | $701,206 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,678,135 | TotalAmt |
| Program Services | $6,183,805 | ProgramServicesAmt |
| Management And General | $3,494,330 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,440,992 | TotalAmt |
| Program Services | $15,608,484 | ProgramServicesAmt |
| Management And General | $8,832,508 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,820,278 | TotalAmt |
| Management And General | $8,820,278 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASES | $1,534,199,778 | $1,065,827,395 | $468,372,383 |
| NON-INCOME TAX EXPENSE | $141,210,850 | $107,148,462 | $34,062,388 |
| INCOME TAX EXPENSE | $885,720 | $565,638 | $320,082 |
| RENTAL & MAINTENANCE | $61,641,289 | $39,869,831 | $21,771,458 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,911,785 | TotalAmt |
| Program Services | $13,516,671 | ProgramServicesAmt |
| Management And General | $23,395,114 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,003,881,954 | TotalAmt |
| Program Services | $7,616,001,069 | ProgramServicesAmt |
| Management And General | $3,387,880,885 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,777,638 | BOYAmt |
| EOY | $50,763,014 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,566,620 | BOYAmt |
| EOY | $331,214,282 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,000,844 | BOYAmt |
| EOY | $267,074,774 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,385,093 | BOYAmt |
| EOY | $11,685,935 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,027 | BOYAmt |
| EOY | $1,698,879 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,948,018 | BOYAmt |
| EOY | $30,781,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $577,832,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $416,494,317 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,918,472 | BOYAmt |
| EOY | $161,337,886 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,078,522 | BOYAmt |
| EOY | $387,654,189 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,084,870 | BOYAmt |
| EOY | $200,563,751 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,226,110 | BOYAmt |
| EOY | $60,258,993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,568,214 | BOYAmt |
| EOY | $1,503,032,732 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,288,818 | BOYAmt |
| EOY | $205,068,410 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,259,591 | BOYAmt |
| EOY | $55,882,923 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,000,000 | BOYAmt |
| EOY | $305,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,938,389 | BOYAmt |
| EOY | $40,593,653 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,486,798 | BOYAmt |
| EOY | $606,544,986 | 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 | $850,081,416 | BOYAmt |
| EOY | $896,487,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,081,416 | BOYAmt |
| EOY | $896,487,746 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,568,214 | BOYAmt |
| EOY | $1,503,032,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,064,092 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $25,342,238 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,189,544,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,267,057,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,189,899,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,954,666,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,821,317,836 | CurrentTaxYearAmt |
| Total | $38,422,486,108 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,189,544,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,267,057,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,189,899,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,954,666,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,821,317,836 | CurrentTaxYearAmt |
| Total | $38,422,486,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $38,422,486,108 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,682,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,430,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,093,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,894,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,388,375 | CurrentTaxYearAmt |
| Total | $116,488,437 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,657,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,812,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,789,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,781,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,916,371 | CurrentTaxYearAmt |
| Total | $25,957,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,564,932,103 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,710,228,054 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| 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 | $874,737 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $48,448 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $923,185 | 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 ELEVEN 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 $334,324 AND EXTERNAL LOBBYING EXPENSES TOTALED $540,413 FOR A TOTAL OF $874,737. THE GENERAL ISSUE AREA FOR LOBBYING IS INCREASED FUNDING IN THE FEDERAL BUDGET FOR SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS, THROUGH AUTHORIZATION AND APPROPRIATIONS BILLS AND REPORT LANGUAGE. THE SPECIFIC LOBBYING ISSUES INCLUDE THE U.S. HOUSE AND SENATE AUTHORIZATION BILLS FOR THE DEPARTMENT OF AGRICULTURE (FOOD AND DRUG ADMINISTRATION); DEPARTMENT OF COMMERCE; DEPARTMENT OF DEFENSE; DEPARTMENT OF EDUCATION; DEPARTMENT OF ENERGY; DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND CENTERS FOR DISEASE CONTROL AND PREVENTION); DEPARTMENT OF HOMELAND SECURITY, DEPARTMENT OF THE INTERIOR (ENVIRONMENTAL PROTECTION AGENCY), DEPARTMENT OF VETERANS AFFAIRS, AND THE NATIONAL SCIENCE FOUNDATION. ADDITIONALLY, THEY INCLUDE THE U.S. HOUSE AND SENATE APPROPRIATIONS BILLS FOR: AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES; COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES; DEFENSE; ENERGY AND WATER DEVELOPMENT; HOMELAND SECURITY; LABOR, HEALTH AND HUMAN SERVICES, EDUCATION, AND RELATED AGENCIES; MILITARY CONSTRUCTION, VETERANS AFFAIRS, AND RELATED AGENCIES. THE HOUSE(S) OF CONGRESS AND FEDERAL AGENCIES CONTACTED (THOUGH NOT NECESSARILY LOBBIED) INCLUDE: DEPARTMENT OF EDUCATION, DEPARTMENT OF ENERGY, DEPARTMENT OF DEFENSE, DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND FOOD AND DRUG ADMINISTRATION), DEPARTMENT OF HOMELAND SECURITY, ENVIRONMENTAL PROTECTION AGENCY, NATIONAL SCIENCE FOUNDATION, U.S. HOUSE, AND U.S. SENATE. IN ADDITION, A MINOR AMOUNT OF LOBBYING IS CONDUCTED WITH VARIOUS STATE AND LOCAL GOVERNMENTS AND/OR AGENCIES. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,555,812 | InvestmentCostOrOtherBasisAmt |
| Book Value | $5,555,812 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $237,819,389 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $174,356,840 | DepreciationAmt |
| Book Value | $63,462,549 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,851,429 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $687,033 | DepreciationAmt |
| Book Value | $17,164,396 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $309,148,218 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $241,450,444 | DepreciationAmt |
| Book Value | $67,697,774 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,457,355 | InvestmentCostOrOtherBasisAmt |
| Book Value | $7,457,355 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $161,337,886 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $188,715,624 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RABBI TRUSTS | Desc |
| Book Value | $11,848,127 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $200,563,751 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG TERM BENEFIT RELATED LIABILITIES | $24,506,925 |
| OTHER LONG TERM LIABILITIES | $14,618,610 |
| LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS | $1,468,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,593,653 | 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 | $107,130,935 | |||
| EUROPE | INVESTMENTS | $32,881,768 | |||
| EUROPE | PROGRAM SERVICES | $28,454,237 | 6 | 30 | SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT |
| NORTH AMERICA | PROGRAM SERVICES | $51,866 | 1 | 1 | SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | PROGRAM SERVICES | $111,636 | 1 | 1 | SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 8 | SubtotalOfficesCnt |
| Subtotal Employees | 32 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 8 | TotalOfficeCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Subtotal Spent | $168,630,442 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $168,630,442 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ALL EXPENDITURES ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3 | ALL OF THE EXPENDITURES IN THE REGION WERE ASSOCIATED WITH PROGRAM SERVICES THAT WERE PERFORMED IN UKRAINE AND GEORGIA PURSUANT TO A CONTRACT WITH THE U.S. GOVERNMENT. NO PROGRAM SERVICES WERE PERFORMED IN RUSSIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (135 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AIKEN COUNTY PUBLIC LIBRARY | ||||||||||
| 314 CHESTERFIELD ST | AIKEN | SC | 29801 | 237013987 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | ||
| ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES | ||||||||||
| 106 NEW SCOTLAND AVE | ALBANY | NY | 12208 | 141423161 | 501(C)(3) | $9,050 | $0 | GENERAL OPERATING SUPPORT | ||
| ALPHA RHO CHI FOUNDATION | ||||||||||
| 2101 ST JAMES AVE | CINCINNATI | OH | 45206 | 363697197 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | ||
| ALZHEIMERS DISEASE AND RELATED DISORDERS | ||||||||||
| 1379 DUBLIN RD | COLUMBUS | OH | 43215 | 133039601 | 501(C)(3) | $5,290 | $0 | GENERAL OPERATING SUPPORT | ||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $11,205 | $0 | GENERAL OPERATING SUPPORT | ||
| AMERICAN MUSEUM OF SCIENCE & ENERGY | ||||||||||
| 115 MAIN ST | OAK RIDGE | TN | 37830 | 621693789 | 501(C)(3) | $10,000 | $0 | SCIENCE & MATH EDUCATION | ||
| AMERICAN RED CROSS | ||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $5,713 | $0 | GENERAL OPERATING SUPPORT | ||
| ARC TRI CITIES | ||||||||||
| 1455 FOWLER ST | RICHLAND | WA | 99352 | 916056360 | 501(C)(3) | $0 | $16,000 | GENERAL OPERATING SUPPORT | FMV | 2010 FORD E150 VAN |
| BARNWELL COUNTY CONSOLIDATED SCHOOL DISTRICT | ||||||||||
| 12255 MAIN ST W | WILLISTON | SC | 29853 | 576001201 | 170(C)(1) | $8,000 | $0 | GENERAL OPERATING SUPPORT | ||
| BOISE STATE UNIVERSITY FOUNDATION | ||||||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | 826010706 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING SUPPORT | ||
| BOISE STATE UNIVERSITY SCHOLARSHIP | ||||||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | 820290701 | 501(C)(3) | $6,500 | $0 | GENERAL OPERATING SUPPORT | ||
| BOY SCOUTS OF AMERICA | ||||||||||
| 807 KINNEAR RD | COLUMBUS | OH | 43212 | 314388520 | 501(C)(3) | $14,550 | $0 | SPONSORSHIP EAGLE SCOUT LRD | ||
| BRIDGEWATER ELEMENTARY SCHOOL | ||||||||||
| 1499 INDIAN HOLLOW DR | IDAHO FALLS | ID | 83401 | 826001206 | 501(C)(3) | $21,279 | $0 | STEM | ||
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||
| 11000 CEDAR AVE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | $12,520 | $0 | GENERAL OPERATING SUPPORT | ||
| CATHOLIC RELIEF SERVICES | ||||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | 135563422 | 501(C)(3) | $9,433 | $0 | GENERAL OPERATING SUPPORT | ||
| CENTRAL OHIO MARTIAL ARTS TEAMS | ||||||||||
| 4264 N HIGH ST | COLUMBUS | OH | 43214 | 825220101 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT | ||
| CHAUTAUQUA INSTITUTION | ||||||||||
| 1 AMES AVE | CHAUTAUQUA | NY | 14722 | 160758844 | 501(C)(3) | $15,511 | $0 | GENERAL OPERATING SUPPORT | ||
| CHEVRA USA | ||||||||||
| 9491 GREEN ISLAND PL | LONE TREE | CO | 80124 | 300176770 | 501(C)(3) | $7,046 | $0 | GENERAL OPERATING SUPPORT | ||
| CITY OF REXBURG | ||||||||||
| 35 NORTH 1ST EAST | REXBURG | ID | 83440 | 826000250 | 170(C)(1) | $15,000 | $0 | GENERAL OPERATING SUPPORT | ||
| CLINTONVILLE-BEECHWOLD COMMUNITY RESOURCES CENTER | ||||||||||
| 3222 N HIGH ST | COLUMBUS | OH | 43202 | 310834578 | 501(C)(3) | $5,318 | $0 | GENERAL OPERATING SUPPORT | ||
| COLLEGE & CAREER PLAZA | ||||||||||
| 5313 CIRCITA DEL SUR | SANTA FE | NM | 87507 | 843961213 | 170(C)(1) | $10,000 | $0 | COLLEGE & CAREER GUIDANCE | ||
| COLLEGE OF EASTERN IDAHO FOUNDATION | ||||||||||
| 1600 S 25TH E | IDAHO FALLS | ID | 83404 | 943160729 | 501(C)(3) | $200,000 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS ACADEMY | ||||||||||
| 4300 CHERRY BOTTOM RD | GAHANNA | OH | 43230 | 314379445 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS COUNCIL ON WORLD AFFAIRS | ||||||||||
| 51 JEFFERSON AVE | COLUMBUS | OH | 43215 | 510180760 | 501(C)(3) | $6,677 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS METROPOLITAN CLUB | ||||||||||
| 1041 DUBLIN RD | COLUMBUS | OH | 43215 | 310889324 | 501(C)(3) | $8,104 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS MUSEUM OF ART | ||||||||||
| 480 EAST BROAD ST | COLUMBUS | OH | 43215 | 314379447 | 501(C)(3) | $8,175 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS SYMPHONY ORCHESTRA | ||||||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | 316402408 | 501(C)(3) | $20,483 | $0 | GENERAL OPERATING SUPPORT | ||
| COMMUNITIES IN SCHOOLS OF NEW MEXICO | ||||||||||
| 1442 S SAINT FRANCIS DR | SANTA FE | NM | 87504 | 850481104 | 501(C)(3) | $6,830 | $0 | COORDINATOR PROGRAM | ||
| CORNELL UNIVERSITY | ||||||||||
| 341 PINE TREE RD | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $5,250 | $0 | GENERAL OPERATING SUPPORT | ||
| CRISTO REY COLUMBUS HIGH SCHOOL | ||||||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | 274864843 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| DESIGN OUTREACH | ||||||||||
| 224 W JOHNSTOWN RD | COLUMBUS | OH | 43230 | 460779062 | 501(C)(3) | $8,000 | $0 | GENERAL OPERATING SUPPORT | ||
| DOMINICAN HIGH SCHOOL | ||||||||||
| 120 E SILVER SPRING DR | MILWAUKEE | WI | 53217 | 390914630 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT | ||
| DRAKE UNIVERSITY | ||||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | 420680460 | 501(C)(3) | $11,210 | $0 | GENERAL OPERATING SUPPORT | ||
| EAST TENNESSEE FOUNDATION | ||||||||||
| 520 W SUMMIT HILL | KNOXVILLE | TN | 37902 | 620807696 | 501(C)(3) | $206,000 | $0 | GENERAL OPERATING SUPPORT | ||
| EASTERN KENTUCKY UNIV FOUNDATION | ||||||||||
| 521 LANCASTER AVE | RICHMOND | KY | 40475 | 611131682 | 501(C)(3) | $5,620 | $0 | GENERAL OPERATING SUPPORT | ||
| ECHO OF BRANDON | ||||||||||
| 507 N PARSONS AVE | BRANDON | FL | 33510 | 593051533 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| ESPANOLA VALLEY HUMANE SOCIETY | ||||||||||
| 108 HAMM PKWY | ESPANOLA | NM | 87532 | 850406234 | 501(C)(3) | $22,562 | $0 | GENERAL OPERATING SUPPORT | ||
| ESPERANZA SHELTER FOR BATTERED FAMILIES | ||||||||||
| 3130 RUFINA ST | SANTA FE | NM | 87507 | 850313174 | 170(C)(1) | $8,603 | $0 | GENERAL OPERATING SUPPORT | ||
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||||
| 2 DESTINY WAY | WESTLAKE | TX | 76262 | 110303001 | 501(C)(3) | $10,032 | $0 | GENERAL OPERATING SUPPORT | ||
| FOOD DEPOT | ||||||||||
| 1222 A SILER RD | SANTA FE | NM | 87507 | 850416803 | 170(C)(1) | $38,932 | $0 | GENERAL OPERATING SUPPORT | ||
| FOOD FOR THE HUNGRY | ||||||||||
| 1224 E WASHINGTON ST | PHOENIX | AZ | 85034 | 952680390 | 501(C)(3) | $7,252 | $0 | GENERAL OPERATING SUPPORT | ||
| FOUNDATION FOR EXCELLENCE | ||||||||||
| 526 W FREMONT AVE | SUNNYVALE | CA | 94087 | 770474749 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | ||
| FRANKLIN COUNTY HISTORICAL SOCIETY | ||||||||||
| 333 W BROAD ST | COLUMBUS | OH | 43215 | 314383802 | 501(C)(3) | $5,450 | $0 | GENERAL OPERATING SUPPORT | ||
| FREDERICK COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 7932 OPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | 521231768 | 501(C)(3) | $6,350 | $0 | SCHOLARSHIP | ||
| FREDERICK COUNTY PUBLIC SCHOOLS | ||||||||||
| 191 S EAST STREET | FREDERICK | MD | 21701 | 526000941 | 170(C)(1) | $50,000 | $0 | STEM | ||
| FRIENDS OF GREAT SMOKY MOUNTAINS | ||||||||||
| 3099 WINFIELD DUNN PKWY | KODAK | TN | 37764 | 621564782 | 501(C)(3) | $5,250 | $0 | GENERAL OPERATING SUPPORT | ||
| FRIENDS OF THE CONSERVATORY | ||||||||||
| 1777 E BROAD ST | COLUMBUS | OH | 43203 | 311657027 | 501(C)(3) | $11,460 | $0 | SPONSOR BASH AT THE BARN 2022 | ||
| FRIENDSHIP VILLAGE OF DUBLIN OHIO | ||||||||||
| 6000 RIVERSIDE DR | DUBLIN | OH | 43017 | 310986918 | 501(C)(3) | $6,500 | $0 | GENERAL OPERATING SUPPORT | ||
| FUTURE FOCUSED EDUCATION | ||||||||||
| 200 BROADWAY BLVD NE | ALBUQUERQUE | NM | 87102 | 473717716 | 170(C)(1) | $10,300 | $0 | GENERAL OPERATING SUPPORT | ||
| GAITED ADVOCATE INTERVENTION TEAM | ||||||||||
| 14515 CHRISMAN HILL DR | BOYDS | MD | 20841 | 813550579 | 501(C)(3) | $7,695 | $0 | GENERAL OPERATING SUPPORT | ||
| GIRLS INCORPORATED OF LONG ISLAND | ||||||||||
| 819 GRAND BLVD | DEER PARK | NY | 11729 | 161736254 | 501(C)(3) | $10,450 | $0 | GENERAL OPERATING SUPPORT | ||
| GROWING UP NEW MEXICO | ||||||||||
| 440 CERRILLOS RD | SANTA FE | NM | 87501 | 850163601 | 170(C)(1) | $19,811 | $0 | GENERAL OPERATING SUPPORT | ||
| HABITAT FOR HUMANITY | ||||||||||
| 643 MIDDLE COUNTRY RD | MIDDLE ISLAND | NY | 11953 | 112840553 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| HEART HOPE HEROES | ||||||||||
| 7435 MACGEORGE PL | BLACKLICK | OH | 43004 | 861376588 | 501(C)(3) | $9,058 | $0 | GENERAL OPERATING SUPPORT | ||
| HOPE PREGNANCY CENTER | ||||||||||
| 1650 TRINITY DR | LOS ALAMOS | NM | 87544 | 850423290 | 170(C)(1) | $12,569 | $0 | GENERAL OPERATING SUPPORT | ||
| ID NETWORK OF CHILDRENS ADVOCACY CENTERS | ||||||||||
| 417 S 6TH ST | BOISE | ID | 83702 | 844261037 | 501(C)(3) | $7,200 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO DEFENSE ALLIANCE | ||||||||||
| 168 N 9TH ST | BOISE | ID | 83702 | 471587908 | 501(C)(3) | $25,000 | $0 | SCHOLARSHIP | ||
| IDAHO FALLS RESCUE MISSION | ||||||||||
| 840 PARK AVE | IDAHO FALLS | ID | 83402 | 820428306 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO FALLS SCHOOL DISTRICT | ||||||||||
| 690 JOHN ADAMS PKWY | IDAHO FALLS | ID | 83401 | 826001158 | 501(C)(3) | $25,835 | $0 | STEM | ||
| IDAHO FALLS YMCA | ||||||||||
| 155 NORTH CORNER | IDAHO FALLS | ID | 83402 | 820222174 | 501(C)(3) | $5,100 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO GOVERNOR'S CUP | ||||||||||
| PO BOX 983 | BOISE | ID | 83701 | 208277116 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO HISPANIC FOUNDATION | ||||||||||
| 5465 E TERRA LINDA WAY | NAMPA | ID | 83687 | 830536327 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO NONPROFIT CENTER | ||||||||||
| 5257 W FAIRVIEW AVE | BOISE | ID | 83706 | 943419016 | 501(C)(3) | $15,000 | $0 | STATEWIDE PROGRAMS | ||
| IDAHO STEM ACTION CENTER FOUNDATION | ||||||||||
| 802 W BANNOCK ST | BOISE | ID | 83702 | 822903945 | 501(C)(3) | $209,331 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO VETERANS CHAMBER OF COMMERCE | ||||||||||
| 2417 E SANTO STEFANO DR | BOISE | ID | 83719 | 861521040 | 501(C)(3) | $11,000 | $0 | GENERAL OPERATING SUPPORT | ||
| INDIAN RUN UNITED METHODIST CHURCH | ||||||||||
| 6305 BRAND RD | DUBLIN | OH | 43016 | 311195560 | 501(C)(3) | $21,000 | $0 | GENERAL OPERATING SUPPORT | ||
| INTERNATIONAL FRIENDSHIPS | ||||||||||
| 1117 RIVERSIDE DR | CLEVELAND | OH | 44193 | 310971249 | 501(C)(3) | $5,295 | $0 | GENERAL OPERATING SUPPORT | ||
| INTERNATIONAL JUSTICE MISSION | ||||||||||
| 1235 S CLARK ST | ARLINGTON | VA | 22202 | 541722887 | 501(C)(3) | $6,750 | $0 | GENERAL OPERATING SUPPORT | ||
| JENNIE GOAS SILVERMAN FOUNDATION | ||||||||||
| 834 N HERMITAGE AVE | CHICAGO | IL | 60622 | 821772582 | 501(C)(3) | $9,000 | $0 | GENERAL OPERATING SUPPORT | ||
| JUNIOR ACHIEVEMENT | ||||||||||
| 2135 N CHARLES SEIVERS BLVD | CLINTON | TN | 37716 | 620810145 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | ||
| KITCHEN ANGELS | ||||||||||
| 1222 SILER RD | SANTA FE | NM | 87507 | 850423492 | 170(C)(1) | $20,920 | $0 | GENERAL OPERATING SUPPORT | ||
| KOLLEL NER HAMIZRACH | ||||||||||
| 1858 LAVISTA RD | ATLANTA | GA | 30329 | 465265334 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| LAS CUMBRES COMMUNITY SERVICES | ||||||||||
| 102 N CORONADO AVE | ESPANOLA | NM | 87532 | 237144268 | 170(C)(1) | $6,340 | $0 | GENERAL OPERATING SUPPORT | ||
| LAS VEGAS NEW MEXICO COMMUNITY FOUNDATION | ||||||||||
| 140 BRIDGE ST | LAS VEGAS | NM | 87701 | 821340450 | 170(C)(1) | $5,325 | $0 | GENERAL OPERATING SUPPORT | ||
| LIFECARE ALLIANCE | ||||||||||
| 1699 WEST MOUND ST | COLUMBUS | OH | 43223 | 314379494 | 501(C)(3) | $16,714 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS NATIONAL LABORATORY FOUNDATION | ||||||||||
| 1112 PLAZA DEL NORTE | ESPAOLA | NM | 87532 | 742853972 | 170(C)(1) | $702,908 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS PUBLIC SCHOOLS FOUNDATION | ||||||||||
| 1010 CENTRAL AVE | LOS ALAMOS | NM | 87544 | 020773298 | 501(C)(3) | $13,927 | $0 | GENERAL OPERATING SUPPORT | ||
| LUNA COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 366 LUNA DR | LAS VEGAS | NM | 87701 | 742851490 | 501(C)(3) | $7,200 | $0 | GENERAL OPERATING SUPPORT | ||
| MARTIN LUTHER KING BIRTHDAY BREAKFAST | ||||||||||
| 700 E ADAMS ST | COLUMBUS | OH | 43203 | 311225276 | 501(C)(3) | $9,250 | $0 | GENERAL OPERATING SUPPORT | ||
| MID-OHIO FOODBANK | ||||||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | 310865343 | 501(C)(3) | $51,338 | $0 | GENERAL OPERATING SUPPORT | ||
| MISSION WARMTH | ||||||||||
| 394 RESTORATION DR | DELAWARE | OH | 43015 | 880894213 | 501(C)(3) | $5,300 | $0 | GENERAL OPERATING SUPPORT | ||
| MORGAN CO RESCUE SQUAD | ||||||||||
| 611 BUXTON ST | WARTBURG | TN | 37887 | 621403825 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | ||
| MOUNT ST MARY'S UNIVERSITY | ||||||||||
| 16300 OLD EMMITSBURG RD | EMMITSBURG | MD | 21727 | 520591672 | 501(C)(3) | $20,000 | $0 | STEM | ||
| MUSE KNOXVILLE | ||||||||||
| 516 N BEAMAN ST | KNOXVILLE | TN | 37914 | 237039472 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | ||
| MUSEUM OF IDAHO | ||||||||||
| 200 N EASTERN AVE | IDAHO FALLS | ID | 83402 | 820363177 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| MUSEUMS AT MITCHEL | ||||||||||
| ONE DAVIS AVE | GARDEN CITY | NY | 11530 | 113558761 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| MUSKEGON COUNTY COMMUNITY FOUNDATION | ||||||||||
| 425 W WESTERN AVE | MUSKEGON | MI | 49440 | 386114135 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| NATIONAL COAST GUARD MUSEUM | ||||||||||
| 78 HOWARD ST | NEW LONDON | CT | 06320 | 061621858 | 501(C)(3) | $5,195 | $0 | GENERAL OPERATING SUPPORT | ||
| NEIGHBORHOOD SERVICES | ||||||||||
| 1950 N 4TH ST | COLUMBUS | OH | 43201 | 310842947 | 501(C)(3) | $5,675 | $0 | GENERAL OPERATING SUPPORT | ||
| NEW ALBANY COMMUNITY FOUNDATION | ||||||||||
| 220 MARKET ST | NEW ALBANY | OH | 43054 | 311409264 | 501(C)(3) | $96,620 | $0 | GENERAL OPERATING SUPPORT | ||
| NEW MEXICO CONSORTIUM | ||||||||||
| 4200 W JEMEZ RD | LOS ALAMOS | NM | 87544 | 260370262 | 170(C)(1) | $15,000 | $0 | SUMMER PHYSICS CAMP | ||
| NNEMAP FOOD PANTRY | ||||||||||
| 677 E 11TH AVE | COLUMBUS | OH | 43211 | 310896363 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| NORTHERN NEW MEXICO COLLEGE FOUNDATION | ||||||||||
| 921 N PASEO DE ONATE | ESPANOLA | NM | 87532 | 742835828 | 170(C)(1) | $13,945 | $0 | SCHOLARSHIP | ||
| OAK RIDGE FOUNDATION | ||||||||||
| 1201 OAK RIDGE TPKE | OAK RIDGE | TN | 37830 | 853183278 | 501(C)(3) | $1,445,000 | $0 | EDUCATION/ECONOMIC DEVELOPMENT | ||
| OAK RIDGE PUBLIC SCHOOLS | ||||||||||
| 157 CARVER AVE | OAK RIDGE | TN | 37831 | 621809810 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | ||
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | 311145986 | 501(C)(3) | $49,209 | $0 | GENERAL OPERATING SUPPORT | ||
| PAJARITO ENVIRONMENTAL EDUCATION CENTER | ||||||||||
| 2600 CANYON RD | LOS ALAMOS | NM | 87544 | 850478101 | 170(C)(1) | $5,481 | $0 | GENERAL OPERATING SUPPORT | ||
| PELOTONIA | ||||||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | 824997087 | 501(C)(3) | $30,309 | $0 | GENERAL OPERATING SUPPORT | ||
| REDEEMER CLASSICAL CHRISTIAN SCHOOL | ||||||||||
| 6415 MT VISTA RD | KINGSVILLE | MD | 21087 | 521982159 | 501(C)(3) | $16,000 | $0 | GENERAL OPERATING SUPPORT | ||
| REGIONAL DEVELOPMENT CORPORATION | ||||||||||
| 706 BOND ST | ESPANOLA | NM | 87532 | 742805791 | 170(C)(1) | $701,767 | $0 | GENERAL OPERATING SUPPORT | ||
| RHODE ISLAND PARROT RESCUE | ||||||||||
| 2141 W SHORE RD | WARWICK | RI | 02889 | 371469313 | 501(C)(3) | $6,800 | $0 | GENERAL OPERATING SUPPORT | ||
| RONALD MCDONALD HOUSE | ||||||||||
| 3200 CHANNING WAY | IDAHO FALLS | ID | 83404 | 943030996 | 501(C)(3) | $5,025 | $0 | GENERAL OPERATING SUPPORT | ||
| RULING OUR EXPERIENCES | ||||||||||
| 1335 DUBLIN RD | COLUMBUS | OH | 43215 | 272913874 | 501(C)(3) | $11,050 | $0 | GENERAL OPERATING SUPPORT | ||
| SAINT ELIZABETH SHELTER | ||||||||||
| 804 ALARID ST | SANTA FE | NM | 87505 | 850347650 | 170(C)(1) | $9,074 | $0 | GENERAL OPERATING SUPPORT | ||
| SAMARITAN'S PURSE | ||||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $10,930 | $0 | GENERAL OPERATING SUPPORT | ||
| SANTA FE ANIMAL SHELTER AND HUMANE SOCIETY | ||||||||||
| 100 CAJA DEL RIO ROAD | SANTA FE | NM | 87507 | 856000484 | 501(C)(3) | $6,876 | $0 | GENERAL OPERATING SUPPORT | ||
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 6401 RICHARDS AVE | SANTA FE | NM | 87508 | 201594570 | 170(C)(1) | $5,260 | $0 | SCHOLARSHIP | ||
| SANTA FE COMMUNITY FOUNDATION | ||||||||||
| 501 HALONA ST | SANTA FE | NM | 87504 | 850303044 | 170(C)(1) | $54,595 | $0 | WILDFIRE RELIEF | ||
| SECOND CHANCE SHELTER | ||||||||||
| 130 CTY RD 398 | BOAZ | AL | 35957 | 262717351 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| SECOND HARVEST | ||||||||||
| 5825 BURLINGTON LOOP | PASCO | WA | 99302 | 237173826 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | ||
| SELF HELP | ||||||||||
| 2390 NORTH RD | LOS ALAMOS | NM | 87544 | 850209449 | 170(C)(1) | $16,548 | $0 | GENERAL OPERATING SUPPORT | ||
| SHADOART PRODUCTIONS | ||||||||||
| 503 S FRONT ST | COLUMBUS | OH | 43215 | 311340461 | 501(C)(3) | $10,975 | $0 | GENERAL OPERATING SUPPORT | ||
| SHELLEY FIRTH FIRE PROTECTION DISTRICT | ||||||||||
| 585 W FIR ST | FIRTH | ID | 83236 | 820338665 | 170(C)(1) | $10,000 | $0 | FIRTH FIRE RECOVERY EFFORTS | ||
| SHOSHONE BANNOCK SCHOOL | ||||||||||
| 17400 N HILINE RD | FORT HALL | ID | 83203 | 820197554 | 501(C)(3) | $19,441 | $0 | STEM | ||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $6,575 | $0 | GENERAL OPERATING SUPPORT | ||
| STAND FOR TRUTH | ||||||||||
| 5375 GRACE ST | HILLIARD | OH | 43026 | 454002535 | 501(C)(3) | $8,560 | $0 | GENERAL OPERATING SUPPORT | ||
| STEM SANTA FE | ||||||||||
| 466 W SAN FRANCISCO | SANTA FE | NM | 87594 | 822358193 | 170(C)(1) | $22,483 | $0 | STEM | ||
| SUPERCOMPUTING CHALLENGE | ||||||||||
| 4200 W JEMEZ RD | LOS ALAMOS | NM | 87544 | 651207275 | 170(C)(1) | $13,000 | $0 | SUPERCOMPUTING CHALLENGE KICKOFF | ||
| TETON REGIONAL LAND TRUST | ||||||||||
| 1520 S 500 | DRIGGS | ID | 83422 | 943146525 | 501(C)(3) | $8,000 | $0 | GENERAL OPERATING SUPPORT | ||
| THE COLUMBUS FOUNDATION | ||||||||||
| 1234 EAST BROAD ST | COLUMBUS | OH | 43205 | 316044264 | 501(C)(3) | $17,316,667 | $0 | GENERAL OPERATING SUPPORT | ||
| THE FAMILY YMCA | ||||||||||
| 1450 IRIS ST | LOS ALAMOS | NM | 87544 | 850130054 | 170(C)(1) | $10,658 | $0 | GENERAL OPERATING SUPPORT | ||
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | 920152268 | 501(C)(3) | $8,200 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY | ||||||||||
| 235 BARNWELL AVE | AIKEN | SC | 29801 | 570360086 | 501(C)(3) | $61,799 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF ANDERSON COUNTY | ||||||||||
| 728 EMORY VALLEY RD | OAK RIDGE | TN | 37831 | 626041371 | 501(C)(3) | $9,245 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF GREATER KNOXVILLE | ||||||||||
| 1301 HANNAH AVE | KNOXVILLE | TN | 37921 | 621818021 | 501(C)(3) | $32,245 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF LONG ISLAND | ||||||||||
| 819 GRAND BLVD | DEER PARK | NY | 11729 | 116042392 | 501(C)(3) | $38,000 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF NORTHERN NEW MEXICO | ||||||||||
| 1200 TRINITY DR | LOS ALAMOS | NM | 87544 | 237138947 | 170(C)(1) | $283,120 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF ROANE COUNTY | ||||||||||
| 431 DEVONIA ST | HARRIMAN | TN | 37748 | 237337273 | 501(C)(3) | $7,002 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIV OF TEXAS FOUNDATION | ||||||||||
| 9011 MOUNTAIN RIDGE | AUSTIN | TX | 78759 | 741587488 | 501(C)(3) | $74,000 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIVERSITY OF NEW MEXICO | ||||||||||
| 4000 UNIVERSITY DR | LOS ALAMOS | NM | 87544 | 850275408 | 170(C)(1) | $14,000 | $0 | STEM | ||
| UNIVERSITY OF TENNESSEE | ||||||||||
| 800 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | 626001636 | 170(C)(1) | $20,000 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIVERSITY OF TOLEDO FOUNDATION | ||||||||||
| 4510 DORR ST | TOLEDO | OH | 43615 | 346555110 | 501(C)(3) | $6,900 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||
| 4333 BROOKLYN AVE | SEATTLE | WA | 98195 | 943079432 | 501(C)(3) | $20,050 | $0 | GENERAL OPERATING SUPPORT | ||
| UPPER ARLINGTON LUTHERAN CHURCH | ||||||||||
| 2300 LYTHAM RD | COLUMBUS | OH | 43220 | 310670665 | 501(C)(3) | $9,500 | $0 | GENERAL OPERATING SUPPORT | ||
| WORLD CENTRAL KITCHEN | ||||||||||
| 200 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | 273521132 | 501(C)(3) | $9,239 | $0 | GENERAL OPERATING SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 135 | Total501c3OrgCnt |
| Total Other Org | 0 | 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, BATTELLE SAVANNAH RIVER ALLIANCE LLC, BROOKHAVEN SCIENCE ASSOCIATES LLC, TRIAD NATIONAL SECURITY LLC, AND UT-BATTELLE LLC EACH HAVE THEIR OWN APPROACH TO MAKING SURE THE GRANTS ARE ONLY MADE TO PROPER OBJECTS OF CHARITY. |
| SUPPLEMENTAL EXPLANATION | BMI WAS CREATED PURSUANT TO THE WILL OF GORDON BATTELLE AS AN OHIO NOT-FOR-PROFIT CORPORATION, SPECIFICALLY AS AN OHIO INCORPORATED CHARITABLE TRUST. AS AN INCORPORATED CHARITABLE TRUST, BMI IS SUBJECT TO THE GENERAL SUPERVISION OF THE OHIO ATTORNEY GENERAL AND TO THE REQUIREMENTS OF OHIO NONPROFIT CORPORATION STATUTES. THE ORIGINAL PURPOSE OF BMI WAS TO CONDUCT RESEARCH IN METALLURGY OF COAL, IRON, STEEL AND ZINC AND TO MAKE DISTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. PURSUANT TO AN AGREEMENT WITH THE OHIO ATTORNEY GENERAL, BMI MAKES ANNUAL DISTRIBUTIONS FOR CHARITABLE PURPOSES EQUAL TO AT LEAST 20% OF ITS PRIOR YEAR FINANCIAL STATEMENT NET INCOME BEFORE ADJUSTMENTS FOR UNREALIZED GAINS AND LOSSES, BUT NOT LESS THAN ONE MILLION DOLLARS. ON AUGUST 11, 2005 THE BOARD OF DIRECTORS OF BATTELLE ADOPTED A RESOLUTION THAT ESTABLISHED A MINIMUM CHARITABLE DISTRIBUTION GOAL OF $3,000,000. IN AUGUST 2005, BMI ESTABLISHED A DONOR ADVISED FUND, THE BATTELLE FOUNDATION FUND (THE FUND), 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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 | $648,810 | $0 | $3,098,500 | $0 | $299,877 | $0 | $22,695 | $0 | $22,869 | $0 | $4,092,751 | $0 | $0 | $0 |
| MATTHEW L VAUGHAN | ||||||||||||||
| EXECUTIVE VP, CONTRACT RESEARCH | $522,526 | $0 | $1,053,785 | $0 | $291,741 | $0 | $22,686 | $0 | $27,871 | $0 | $1,918,609 | $0 | $0 | $0 |
| EDWARD GRECCO | ||||||||||||||
| EXECUTIVE VP, CFO | $504,851 | $0 | $961,818 | $0 | $98,346 | $0 | $22,695 | $0 | $27,559 | $0 | $1,615,269 | $0 | $0 | $0 |
| RUSSELL P AUSTIN | ||||||||||||||
| SR VP, GEN COUNSEL & SECRETARY | $446,655 | $0 | $651,810 | $0 | $327,124 | $0 | $50,814 | $0 | $15,501 | $0 | $1,491,904 | $0 | $0 | $0 |
| MARK T PETERS | ||||||||||||||
| EXECUTIVE VP, LAB DIRECTOR | $524,256 | $0 | $631,125 | $0 | $173,703 | $0 | $22,695 | $0 | $26,676 | $0 | $1,378,455 | $0 | $0 | $0 |
| STEVEN F ASHBY | ||||||||||||||
| SR VP, LAB DIRECTOR | $522,870 | $0 | $280,612 | $0 | $105,776 | $0 | $135,313 | $0 | $26,170 | $0 | $1,070,741 | $0 | $0 | $0 |
| RONALD D TOWNSEND | ||||||||||||||
| EXECUTIVE VP, LAB OPS TO 01/21 | $286,453 | $0 | $654,863 | $0 | $104,399 | $0 | $0 | $0 | $0 | $0 | $1,045,715 | $0 | $0 | $0 |
| MICHAEL SCHLENDER | ||||||||||||||
| DEPUTY LAB DIRECTOR | $374,192 | $0 | $140,369 | $0 | $82,236 | $0 | $268,015 | $0 | $15,486 | $0 | $880,298 | $0 | $0 | $0 |
| JOHN WAGNER | ||||||||||||||
| SR VP, LAB DIRECTOR | $514,980 | $0 | $256,500 | $0 | $1,378 | $0 | $30,894 | $0 | $37,088 | $0 | $840,840 | $0 | $0 | $0 |
| PATRICK F JARVIS | ||||||||||||||
| SR VP, MARKETING & COMMUNICATIONS | $336,193 | $0 | $382,003 | $0 | $72,515 | $0 | $23,572 | $0 | $26,177 | $0 | $840,460 | $0 | $0 | $0 |
| ANTHONY PEURRUNG | ||||||||||||||
| DEPUTY LAB DIRECTOR | $375,141 | $0 | $131,323 | $0 | $74,059 | $0 | $229,852 | $0 | $1,894 | $0 | $812,269 | $0 | $0 | $0 |
| JERRY ROTTLER | ||||||||||||||
| SR VP LAB OPERATIONS | $399,210 | $0 | $384,425 | $0 | $4,374 | $0 | $21,611 | $0 | $621 | $0 | $810,241 | $0 | $0 | $0 |
| GEORGE LECAKES | ||||||||||||||
| VP & GENERAL MANAGER | $344,041 | $0 | $391,826 | $0 | $23,267 | $0 | $29,030 | $0 | $1,154 | $0 | $789,318 | $0 | $0 | $0 |
| JUAN ALVAREZ | ||||||||||||||
| DEPUTY LAB DIRECTOR | $338,807 | $0 | $242,360 | $0 | $2,054 | $0 | $142,262 | $0 | $22,705 | $0 | $748,188 | $0 | $0 | $0 |
| AIMEE KENNEDY | ||||||||||||||
| SR VP, CHIEF HR OFFICER | $284,880 | $0 | $346,115 | $0 | $46,025 | $0 | $23,394 | $0 | $18,401 | $0 | $718,815 | $0 | $0 | $0 |
| THOMAS E MASON | ||||||||||||||
| SENIOR VP 07/17 TO 11/17 | $0 | $0 | $624,637 | $0 | $20,000 | $0 | $0 | $0 | $2 | $0 | $644,639 | $0 | $0 | $0 |
| MARK D PERRIGO | ||||||||||||||
| ASST TREAS. & CONTROLLER | $234,138 | $0 | $85,000 | $0 | $51,190 | $0 | $19,615 | $0 | $24,088 | $0 | $414,031 | $0 | $0 | $0 |
| BRIAN R SMITH | ||||||||||||||
| TREASURER | $240,871 | $0 | $91,533 | $0 | $13,994 | $0 | $21,730 | $0 | $23,429 | $0 | $391,557 | $0 | $0 | $0 |
| THOMAS E SHARPE | ||||||||||||||
| ASST TREASURER & ASST SECR | $247,350 | $0 | $46,843 | $0 | $10,970 | $0 | $42,059 | $0 | $16,860 | $0 | $364,082 | $0 | $0 | $0 |
| JOHN K WELCH | ||||||||||||||
| CHAIRMAN AND DIRECTOR | $206,039 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $206,039 | $0 | $0 | $0 |
| SEAN C O'KEEFE | ||||||||||||||
| DIRECTOR | $191,936 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $191,936 | $0 | $0 | $0 |
| VICKY A BAILEY | ||||||||||||||
| DIRECTOR | $184,072 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $184,072 | $0 | $0 | $0 |
| KIRKLAND H DONALD | ||||||||||||||
| DIRECTOR | $181,545 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $181,545 | $0 | $0 | $0 |
| JOHN C LECHLEITER | ||||||||||||||
| DIRECTOR | $181,497 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $181,497 | $0 | $0 | $0 |
| STEPHEN D STEINOUR | ||||||||||||||
| DIRECTOR | $179,143 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $179,143 | $0 | $0 | $0 |
| MICHAEL J GASSER | ||||||||||||||
| DIRECTOR | $178,724 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,724 | $0 | $0 | $0 |
| STEPHANIE O'SULLIVAN | ||||||||||||||
| DIRECTOR | $173,602 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $173,602 | $0 | $0 | $0 |
| SUZANNE M VAUTRINOT | ||||||||||||||
| DIRECTOR | $173,593 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $173,593 | $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 2021 ONE OFFICER HAD PERSONAL USE OF A CORPORATE AIRCRAFT AND THE VALUE OF THE OFFICER'S PERSONAL USE WAS INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. ONE OFFICER HAD TRAVEL FOR COMPANIONS 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 2021 TWELEVE OFFICERS AND TEN DIRECTORS HAD TAX GROSS UPS. SOCIAL CLUB DUES PERTAIN TO DUES THAT ALLOW BUSINESS MEETINGS AND BUSINESS ACTIVITIES TO TAKE PLACE. FOR 2021 THERE WAS ONE CURRENT OFFICER WITH SOCIAL CLUB DUES. |
| PART I, LINE 4B | EFFECTIVE OCTOBER 1, 2015, BATTELLE MEMORIAL INSTITUTE IMPLEMENTED THE BATTELLE MEMORIAL INSTITUTE RETIREMENT BENEFITS RESTORATION PLAN ("RESTORATION PLAN"), A TOP HAT PLAN THAT REPLACES THE NOW TERMINATED BATTELLE MEMORIAL INSTITUTE EXECUTIVE'S SECTION 457(F) PENSION PLAN. THE RESTORATION PLAN IS A COMPONENT OF BATTELLE'S TOTAL COMPENSATION PACKAGE, AND IT PROVIDES A DEFINED CONTRIBUTION ACCRUAL SPECIFIC TO PAY EARNED IN EXCESS OF IRS PAY LIMITS. THESE CONTRIBUTIONS ARE VESTED ON A CLASS-YEAR BASIS (5-YEARS AFTER CONTRIBUTION, OR AT AGE 65 IF EARLIER), AND ARE TAXABLE TO THE PARTICIPANT IN THE YEAR OF VESTING. THE AMOUNT THAT BECOMES VESTED/TAXABLE IS REPORTED ON THE PARTICIPANT'S FORM W-2 IN THE YEAR OF VESTING. IN 2021, EIGHT WERE REPORTED WITH VESTED/TAXABLE COMPENSATION IN COLUMN D OF PART VII AS APPLICABLE. STEVEN ASHBY $78,055 RUSSELL AUSTIN $71,157 PATRICK JARVIS $55,415 AIMEE KENNEDY $24,792 GEORGE LECAKES $6,038 ANTHONY PEURRUNG $56,134 THOMAS SHARPE $1,602 MICHAEL SCHLENDER $62,666 |
| 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 (178 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,727 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,629 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,538 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,451 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,394 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,495,834 | $1,544,822 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,253 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $218,333 | $224,727 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,092 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,017 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,961 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,916 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,887 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,841 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,798 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,759 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,720 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,495,833 | $1,523,498 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,928 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $245,833 | $251,843 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,008 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,069 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,006 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,923 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,842 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,762 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,690 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $22,917 | $23,314 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $46,598 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,868,750 | $1,897,097 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $235,000 | $237,993 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,392 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,372 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $110,000 | $113,883 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,340 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $310,000 | $320,152 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,310 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,000 | $46,318 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,275 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,258 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,246 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,236 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,230 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,220 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,210 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,202 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,193 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $410,000 | $417,583 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,239 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $62,000 | $63,516 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,256 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,270 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,256 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,238 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,220 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,203 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,187 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $5,000 | $5,087 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,167 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $415,000 | $421,295 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,136 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $61,167 | $61,946 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,281 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,269 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,268 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,261 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $13,750 | $13,858 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,216 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,190 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,593 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,588 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,585 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $32,500 | $33,564 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,577 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $6,500 | $6,690 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,569 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,565 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,562 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,559 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,557 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,555 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,553 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,550 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,548 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $32,500 | $33,101 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,560 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $8,500 | $8,708 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,564 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,567 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,564 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,559 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,555 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,551 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,547 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,250 | $1,272 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,542 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $33,750 | $34,262 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,534 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $8,292 | $8,397 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,320 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,317 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,317 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,315 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $3,437 | $3,465 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,304 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,298 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,234 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $416,667 | $430,312 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,183 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $60,000 | $61,757 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,124 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,097 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,077 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,060 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,050 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,033 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,017 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,003 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $16,989 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $416,667 | $424,373 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $40,000 | $40,978 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $600,000 | $609,102 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,594 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $75,385 | $76,345 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,576 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,557 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,554 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,543 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $23,077 | $23,259 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,467 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,424 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $100,000 | $103,275 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,293 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $200,000 | $203,699 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $20,000 | $20,489 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $200,000 | $203,034 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $20,000 | $20,255 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $21,667 | $22,067 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,706 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $3,833 | $3,927 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,709 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,712 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,709 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,706 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,703 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,700 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,698 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $833 | $848 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,694 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $22,500 | $22,841 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,689 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $5,528 | $5,598 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,547 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,545 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,545 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,543 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,310 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,536 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,532 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,170 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,169 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,168 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,167 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,167 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,166 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,731 | $1,745 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,160 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,157 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $150,000 | $152,275 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,695 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $26,537 | $26,877 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,682 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,668 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,666 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,657 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $17,308 | $17,444 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,600 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,537 | $11,568 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $11,685,935 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DETAILED ANALYSIS OF FORM 990 AND 990T AND FINAL COPIES OF EACH FORM ARE PROVIDED TO EVERY MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS HOLDS A SPECIAL MEETING TO REVIEW AND APPROVE THE FORMS FOR FILING. THE AUDIT COMMITTEE REPORTS ITS FINDINGS AND CONCLUSIONS TO THE ENTIRE BOARD FOLLOWING THE COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BMI REQUIRES ALL EMPLOYEES TO TAKE AN ONLINE TRAINING COURSE THAT PROVIDES TRAINING ON BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT. BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT INCLUDES PROVISIONS THAT SET FORTH BATTELLE'S OBLIGATIONS AS A TAX EXEMPT ORGANIZATION AND THE REQUIREMENTS WITH RESPECT TO PERSONAL AND ORGANIZATIONAL CONFLICTS OF INTEREST THAT EACH EMPLOYEE IS EXPECTED TO FOLLOW. UPON COMPLETION OF THE COURSE, EACH EMPLOYEE IS REQUIRED TO ELECTRONICALLY CERTIFY THAT THEY HAVE REVIEWED BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT. BMI MAINTAINS AN ETHICS HOT LINE FOR ITS STAFF TO REPORT CONCERNS AND SUSPECTED VIOLATIONS OF BATTELLE'S POLICIES AND CODE OF BUSINESS ETHICS AND CONDUCT. REPORTED MATTERS AND CONCERNS ARE GIVEN DUE CONSIDERATION AND INVESTIGATED APPROPRIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION POLICY: BMI HAS A COMPREHENSIVE TOTAL COMPENSATION POLICY WHICH IT APPLIES TO ALL EMPLOYEES. BMI'S POLICY IS TO COMPENSATE EACH EMPLOYEE IN A MANNER WHICH IS EQUITABLE AND CONSISTENT WITH THE MARKET VALUE OF HIS/HER POSITION, HIS/HER PERFORMANCE, AND COMPENSATION OF HIS/HER ASSOCIATES AND PEERS. THE GOAL UNDERLYING BMI'S POLICY IS TO ATTRACT, RETAIN, AND REWARD THE HIGH-QUALITY EMPLOYEES IT NEEDS TO CONTINUE AND ADVANCE ITS EXEMPT PURPOSES. IN IMPLEMENTING ITS POLICY, BMI RIGOROUSLY UTILIZES NATIONAL, REGIONAL, AND LOCAL COMPENSATION SURVEYS AND BENCHMARKING OF OTHER ORGANIZATIONS TO ESTABLISH MARKET-COMPARABILITY OF TOTAL COMPENSATION AND TAKES GREAT CARE TO STRUCTURE COMPENSATION PROGRAMS TO COMPLY WITH ALL RELEVANT LEGAL, TAX AND REGULATORY REQUIREMENTS. WHEN CONSIDERING AND APPROVING KEY EXECUTIVE COMPENSATION, THE BMI BOARD OF DIRECTOR'S NORMAL PRACTICE IS TO FOLLOW PROCEDURES WHICH ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS PURSUANT TO TREASURY REGULATION SECTION 53.4958-6. |
| FORM 990, PART VI, SECTION C, LINE 19 | BMI PROVIDES FORM 1023, APPLICATION FOR TAX EXEMPTION, ON REQUEST. FORM 1023 INCLUDES THE ARTICLES OF INCORPORATION AND THE CODE OF REGULATIONS. THE CODE OF REGULATIONS IN FORM 1023 DOES NOT REFLECT THE CHANGES MADE ON NOVEMBER 12, 2008. BMI MAKES FORMS 990 AND 990T AVAILABLE TO THE PUBLIC FROM ITS WEB SITE. THE CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACT & CONSULTING: PROGRAM SERVICE EXPENSES 1,783,839,337. MANAGEMENT AND GENERAL EXPENSES 817,407,667. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,601,247,004. |
| FORM 990, PART XI, LINE 9: | PENSION AND POST RETIREMENT BENEFITS 34,241,408. NONCONTROLLING INTEREST 326,843. MARKET VALUE ADJUSTMENT -9,226,013. |
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 | $45,870,705 | $10,168,588 | BATTELLE MEMORIAL INSTITUTE |
| BATTELLE ENERGY ALLIANCE LLC | |||||||||
| 2525 N FREMONT AVE | IDAHO FALLS | ID | 83415 | 680588324 | MANAGEMENT OF NATIONAL LABORATORY | DE | $1,630,232,245 | $6,717,670 | BATTELLE MEMORIAL INSTITUTE |
| BATTELLE SAVANNAH RIVER ALLIANCE LLC | |||||||||
| SAVANNAH RIVER SITE | AIKEN | SC | 29808 | 850942867 | MANAGEMENT OF NATIONAL LABORATORY | DE | $334,160,550 | $8,540,682 | BATTELLE MEMORIAL INSTITUTE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BATTELLE EDUCATION | ||||||||||
| 505 KING AVENUE | COLUMBUS | OH | 43201 | 460585021 | PROMOTE STEM EDUCATION | OH | 501(C)(3) | 12 (A) I | BATTELLE MEMORIAL INSTITUTE | 0 |
| NATIONAL ECOLOGICAL OBSERVATORY NETWORK INC | ||||||||||
| 1685 38TH ST SUITE 100 | BOULDER | CO | 80301 | 204510571 | ECOLOGICAL MONITORING | DC | 501(C)(3) | 7 | BATTELLE MEMORIAL INSTITUTE | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMPLIFYBIO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 PLAIN CITY-GEORGESVILLE ROAD | AddressLine1Txt |
| City | WEST JEFFERSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862301671 | EIN |
| Primary Activities | ADVANCED MEDICAL RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE SERVICES COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$1,815,371 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $76,046,322 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.55560 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BATTELLE ARABIA FOR SCIENCE & TECHNOLOGY | |||||||||||||||||
| AL-AKARIA PLAZA LEVEL 6 NORTH WIN | RIYADH | SA | 11673 | SCIENTIFIC RESEARCH (DORMANT) | SA | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | ||||||||
| BATTELLE APPLIED SOLUTIONS LLC | |||||||||||||||||
| ENVIRONMENTAL SERVICES | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 825131944 | DE | |||||||
| BATTELLE SERVICES COMPANY INC | |||||||||||||||||
| HOLDING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 311792334 | OH | $440,225 | $104,894,723 | |||||
| BATTELLE UK LIMITED | |||||||||||||||||
| 29 SPRINGFIELD LYONS APPROACH | CHELMSFORD ESSEX | UK | CM2 5LB | SCIENTIFIC RESEARCH | UK | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | $13,329,370 | $16,726,352 | ||||||
| B-C JV LLC | |||||||||||||||||
| SCIENTIFIC RESEARCH (DORMANT) | BATTELLE MEMORIAL INSTITUTE | C | 0.70000 | Yes (1) | 1204 TECHNOLOGY DRIVE | ABERDEEN | MD | 21004 | 471470805 | MD | |||||||
| GEOSAFE CORPORATION | |||||||||||||||||
| LICENSING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 911404268 | WA | $419,540 | ||||||
| RESEARCH INSURANCE COMPANY LTD | |||||||||||||||||
| 73 FRONT STREET 3RD FLOOR | HAMILTON | BD | INSURING BATTELLE RISKS | BD | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | $4,490,947 | $108,657,730 | |||||||
| SCIENTIFIC ADVANCES INC | |||||||||||||||||
| VENTURE CAPITAL MANAGEMENT | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 316024333 | OH | $194 | $106,672 | |||||
| SEEBYTE INC | |||||||||||||||||
| SOFTWARE DEVELOPMENT | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 2240 SHELTER ISLAND DRIVE SUITE 210 | SAN DIEGO | CA | 92106 | 980563142 | DE | $3,057,231 | $5,788,661 | |||||
| SEEBYTE HOLDINGS LTD | |||||||||||||||||
| 16 CHARLOTTE SQUARE | EDINBURGH | UK | HOLDING COMPANY | UK | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 981140866 | -$81,356 | $12,188,740 | ||||||
| VITEX SYSTEMS INC | |||||||||||||||||
| LICENSING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 770526364 | DE | $25 | $523,370 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BATTELLE SERVICES COMPANY - SPECIFIED PAYMENT | ||
| A | $13,194 | FMV |
| GEOSAFE CORPORATION - SPECIFIED PAYMENT | ||
| A | $183,299 | FMV |
| BATTELLE EDUCATION | ||
| D | $1,000,000 | FMV |
| BATTELLE UK LIMITED | ||
| L | $214,499 | 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) | $2,595,944 | $3,731,018 | 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) | $5,895,635 | $7,920,618 | 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) | $12,421,794 | $11,785,462 | 0 | $0 | 0 | 0.42620 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R,PART V | BMI RELATED ENTITIES PROVIDED CONTRACT SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECHNICAL SERVICES IN THE ORDINARY COURSE OF BUSINESS UNDER ARMS-LENGTH TERMS, CONDITIONS, AND PRICING. 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. |
Comments