BATTELLE MEMORIAL INSTITUTE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: BATTELLE MEMORIAL INSTITUTE (EIN 31-4379427)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-08-06
IRS object ID: 202002199349300310
Schema version: 2018v3.2
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	2020-08-06T09:37:38-05:00	ReturnTs
Tax Period End	2019-09-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	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	2020-08-06	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	75.76.129.132	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-08-06	IPDt
IP Tm	09:37:32	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E7ECE9F2AE1DEB35F70628E12A5C697C7ED9499E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	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	$8,265,725,624	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	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	32262	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$59,611,128	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$2,614,769	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,189,544,923	PYContributionsGrantsAmt
CY Contributions Grants	$7,267,057,242	CYContributionsGrantsAmt
PY Program Service Revenue	$849,993,139	PYProgramServiceRevenueAmt
CY Program Service Revenue	$940,165,551	CYProgramServiceRevenueAmt
PY Investment Income	$38,374,853	PYInvestmentIncomeAmt
CY Investment Income	$47,207,811	CYInvestmentIncomeAmt
PY Other Revenue	$9,966,272	PYOtherRevenueAmt
CY Other Revenue	$5,522,265	CYOtherRevenueAmt
PY Total Revenue	$5,087,879,187	PYTotalRevenueAmt
CY Total Revenue	$8,259,952,869	CYTotalRevenueAmt
PY Grants And Similar Paid	$7,255,841	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$29,272,838	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,655,339,323	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,367,907,096	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,385,078,249	PYOtherExpensesAmt
CY Other Expenses	$3,778,422,135	CYOtherExpensesAmt
PY Total Expenses	$5,047,673,413	PYTotalExpensesAmt
CY Total Expenses	$8,175,602,069	CYTotalExpensesAmt
PY Revenues Less Expenses	$40,205,774	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$84,350,800	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,094,142,717	TotalAssetsBOYAmt
Total Assets EOY	$1,144,517,135	TotalAssetsEOYAmt
Total Liabilities BOY	$558,330,135	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$592,664,602	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$535,812,582	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$551,852,533	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	$5,107,734,036	ExpenseAmt
Revenue	$420,565,009	RevenueAmt
Desc	BATTELLE MEMORIAL INSTITUTE ("BMI") AND ITS AFFILIATES OPERATE SIX 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. BMI IS AN INTEGRATED SUBCONTRACTOR AT A SEVENTH DOE NATIONAL LABORATORY: LAWRENCE LIVERMORE NATIONAL LABORATORY. IN ADDITION, A BMI AFFILIATE HOLDS THE MANAGEMENT CONTRACT WITH RESPECT TO THE UNITED STATES DEPARTMENT OF HOMELAND SECURITY'S NATIONAL BIODEFENSE ANALYSIS AND COUNTERMEASURES CENTER. THROUGH OPERATION OF THE NATIONAL LABORATORIES, BMI AND ITS AFFILIATES ADDRESS CRITICAL ELEMENTS OF THE NATION'S SCIENTIFIC RESEARCH AGENDA, PERFORM BASIC AND APPLIED SCIENTIFIC RESEARCH, CREATE SCIENTIFIC KNOWLEDGE AND TECHNICAL SOLUTIONS IN KEY AREAS OF SCIENCE, INCREASE THE AVAILABILITY OF CLEAN AND ABUNDANT ENERGY, RESTORE AND PROTECT THE ENVIRONMENT, ENGAGE IN EDUCATIONAL ACTIVITIES, AND CONTRIBUTE TO NATIONAL SECURITY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$485,871,795	ExpenseAmt
Revenue	$460,219,234	RevenueAmt
Desc	BMI ALSO CONDUCTS SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS FOR OTHER FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES AND INDUSTRIAL SPONSORS, AND TRANSLATES SCIENCE AND TECHNOLOGY INTO PRODUCTS, SYSTEMS AND SERVICES FOR ITS SPONSORS. BMI PLACES SPECIAL EMPHASIS UPON SIGNATURE AREAS OF ENERGY, ENVIRONMENT AND MATERIAL SCIENCES, NATIONAL SECURITY, AND HEALTH AND LIFE SCIENCES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$29,272,838	ExpenseAmt
Grant	$29,272,838	GrantAmt
Desc	EACH YEAR, BMI DISTRIBUTES AT LEAST TWENTY PERCENT OF ITS PRIOR YEAR CONSOLIDATED NET INCOME 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	$5,622,878,669	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	3022	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	32262	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	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	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	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	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	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	6144247997	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (34 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)	$138,040	$0	$0
VICKY A BAILEY
DIRECTOR	3.00	Yes (X)	$117,634	$0	$0
MICHAEL J GASSER
DIRECTOR	3.00	Yes (X)	$118,221	$0	$0
JOHN C LECHLEITER
DIRECTOR FROM 11/18	3.00	Yes (X)	$112	$0	$0
LESTER L LYLES
DIRECTOR	3.00	Yes (X)	$118,837	$0	$0
MICHAEL G MORRIS
DIRECTOR	3.00	Yes (X)	$112,692	$0	$0
SEAN C O'KEEFE
DIRECTOR	3.00	Yes (X)	$123,720	$0	$0
KIRKLAND H DONALD
DIRECTOR	3.00	Yes (X)	$116,152	$0	$0
SUZANNE M VAUTRINOT
DIRECTOR	3.00	Yes (X)	$123,225	$0	$0
STEPHANIE O'SULLIVAN
DIRECTOR	3.00	Yes (X)	$125,648	$0	$0
LEWIS VON THAER
PRESIDENT & CEO	39.00		$3,731,783	$0	$43,757	1.00	Yes (X)
EDWARD GRECCO
EXECUTIVE VP,CFO	40.00		$1,369,893	$0	$24,665		Yes (X)
RONALD D TOWNSEND
EXECUTIVE VP, GLOBAL LAB OPS	40.00		$2,574,086	$0	-$31,672		Yes (X)
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	40.00		$1,002,135	$0	-$12,585		Yes (X)
MALESA LITTERAL
SR VP, CHIEF HR OFFICER TO 09/19	40.00		$628,433	$0	$52,407		Yes (X)
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	40.00		$756,953	$0	$47,803		Yes (X)
STEVEN F ASHBY
SR VP, LAB DIRECTOR	40.00		$735,242	$0	$58,313		Yes (X)
MARK T PETERS
SR VP, LAB DIRECTOR	40.00		$710,748	$0	$62,520		Yes (X)
MATTHEW L VAUGHAN
SR VP, CONTRACT RESEARCH	40.00		$1,193,024	$0	$55,192		Yes (X)
AIMEE KENNEDY
SR VP, PHILANTHROPY & EDUCATION	39.00		$491,470	$0	$37,535	1.00	Yes (X)
MARIO WONG
ASST TREAS. & CONTROLLER	40.00		$278,378	$0	$40,675		Yes (X)
BRIAN R SMITH
TREASURER	39.00		$275,761	$0	$33,143	1.00	Yes (X)
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	39.00		$297,210	$0	$46,526	1.00	Yes (X)
MICHAEL C JANUS
VP, ENVIRONMENT, INFRASTRUCTURE	40.00		$739,150	$0	$10,629			Yes (X)
RONALD A CRONE
ASSOCIATE LAB DIRECTOR	40.00		$509,112	$0	$57,797			Yes (X)
JUAN ALVAREZ
DEPUTY LAB DIRECTOR	40.00		$506,215	$0	-$7,092			Yes (X)
KELLY BEIERSCHMITT
DEPUTY LAB DIRECTOR	40.00		$509,723	$0	-$5,399			Yes (X)
JULIE B SWICK
VICE PRESIDENT OF HEALTH	40.00		$545,973	$0	-$32,411			Yes (X)
JEFFREY WADSWORTH
PRESIDENT & CEO TO 09/17	40.00		$1,957,676	$0	-$93,919				Yes (X)
DAVID C EVANS
EXECUTIVE VP,CFO TO 02/18	40.00		$2,925,099	$0	-$1,722				Yes (X)
STEPHEN E KELLY
SENIOR VP TO 12/17	40.00		$731,736	$0	-$39,595				Yes (X)
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	40.00		$1,497,043	$0	$40,899				Yes (X)
MICHAEL KLUSE
SENIOR VP TO 3/15	40.00		$169,598	$0	$0				Yes (X)
BRETT BOSLEY
ACTING CFO 7/17 TO 05/18	40.00		$927,951	$0	$16,407				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$26,158,673	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$403,873	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	8903	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
IBM GF INTERNATIONAL HOLDING
6700 ROCKLEDGE DR	BETHESDA	MD	20817	EQUIPMENT LEASING	$64,402,939
YOH SERVICES LLC
1500 SPRING GARDEN STREET	PHILADELPHIA	PA	19130	PROFESSIONAL SERVICES	$14,326,587
CULMAN INTERNATIONAL LLC
99 CANAL CENTER PLAZA STE 410	ALEXANDRIA	VA	22314	SCIENTIFIC AND TECHNICAL SERVICES	$8,426,126
HOLMAN'S USA LLC
6201 JEFFERSON ST NE	ALBUQUERQUE	NM	87109	SCIENTIFIC AND TECHNICAL SERVICES	$8,311,886
CADRE5 LLC
804 INNOVATION DRIVE	KNOXVILLE	TN	37932	SCIENTIFIC AND TECHNICAL SERVICES	$6,169,306

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	476	CntrctRcvdGreaterThan100KCnt
Government Grants	$7,239,962,734	GovernmentGrantsAmt
All Other Contributions	$27,094,508	AllOtherContributionsAmt
Total Contributions	$7,267,057,242	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GOVERNMENT CONTRACTS	541700	$786,506,822	$786,506,822
SCIENTIFIC RESEARCH	541700	$153,658,729	$94,277,421	$59,381,308

Field	Value	IRS element (for citing)
Total Program Service Revenue	$940,165,551	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,137,838	TotalRevenueColumnAmt
Unrelated Business Revenue	$229,820	UnrelatedBusinessRevenueAmt
Exclusion	$10,908,018	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,069,415	TotalRevenueColumnAmt
Exclusion	$5,069,415	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$99,301	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	$99,301	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$99,301	TotalRevenueColumnAmt
Exclusion	$99,301	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,668,939	SecuritiesAmt
Other	$32,173,789	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$977,390	SecuritiesAmt
Other	$4,795,365	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$8,691,549	SecuritiesAmt
Other	$27,378,424	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,069,973	TotalRevenueColumnAmt
Exclusion	$36,069,973	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
MISCELLANEOUS REVENUE	541700	$334,157	$334,157
OPERATING REVENUE	541700	$19,392	$19,392

Field	Value	IRS element (for citing)
Other Revenue Total	$353,549	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,259,952,869	TotalRevenueColumnAmt
Related Or Exempt Func Income	$880,784,243	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$59,611,128	UnrelatedBusinessRevenueAmt
Exclusion	$52,500,256	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$29,272,838	TotalAmt
Program Services	$29,272,838	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$15,169,916	TotalAmt
Management And General	$15,169,916	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,160,592,835	TotalAmt
Program Services	$2,204,140,576	ProgramServicesAmt
Management And General	$956,452,259	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$291,316,549	TotalAmt
Program Services	$206,792,507	ProgramServicesAmt
Management And General	$84,524,042	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$685,773,577	TotalAmt
Program Services	$480,079,066	ProgramServicesAmt
Management And General	$205,694,511	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$215,054,219	TotalAmt
Program Services	$150,805,128	ProgramServicesAmt
Management And General	$64,249,091	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$3,106,070	TotalAmt
Program Services	$3,106,070	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$9,318,985	TotalAmt
Management And General	$9,318,985	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,867,948	TotalAmt
Management And General	$1,867,948	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$812,853	TotalAmt
Program Services	$812,853	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,199,478	TotalAmt
Management And General	$1,199,478	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,013,434,440	TotalAmt
Program Services	$1,343,042,040	ProgramServicesAmt
Management And General	$670,392,400	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$579,512	TotalAmt
Program Services	$579,512	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,033,057	TotalAmt
Program Services	$550,263	ProgramServicesAmt
Management And General	$6,482,794	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$84,558,546	TotalAmt
Program Services	$53,471,410	ProgramServicesAmt
Management And General	$31,087,136	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$122,120,925	TotalAmt
Program Services	$79,432,325	ProgramServicesAmt
Management And General	$42,688,600	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$180,573,982	TotalAmt
Program Services	$125,993,118	ProgramServicesAmt
Management And General	$54,580,864	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,317,441	TotalAmt
Program Services	$2,140,643	ProgramServicesAmt
Management And General	$1,176,798	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,664,574	TotalAmt
Program Services	$4,186,934	ProgramServicesAmt
Management And General	$2,477,640	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,666,062	TotalAmt
Program Services	$16,136,200	ProgramServicesAmt
Management And General	$11,529,862	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$5,310,673	TotalAmt
Management And General	$5,310,673	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PURCHASES	$1,097,085,978	$776,003,958	$321,082,020
NON-INCOME TAX EXPENSE	$117,944,655	$93,959,069	$23,985,586
RENTAL & MAINTENANCE	$58,888,688	$38,031,463	$20,857,225
MINORITY INTEREST	$20,032,736		$20,032,736

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,905,532	TotalAmt
Program Services	$14,342,696	ProgramServicesAmt
Management And General	$2,562,836	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,175,602,069	TotalAmt
Program Services	$5,622,878,669	ProgramServicesAmt
Management And General	$2,552,723,400	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$51,874,742	BOYAmt
EOY	$62,173,348	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$81,977,427	BOYAmt
EOY	$95,671,673	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$224,237,798	BOYAmt
EOY	$229,136,064	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$160,583	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,752,180	BOYAmt
EOY	$2,281,104	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$69,489,351	BOYAmt
EOY	$38,968,147	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$604,416,784	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$405,841,336	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$206,605,231	BOYAmt
EOY	$198,575,448	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$311,276,282	BOYAmt
EOY	$354,947,867	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$76,811,785	BOYAmt
EOY	$71,539,659	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$67,117,921	BOYAmt
EOY	$91,063,242	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,094,142,717	BOYAmt
EOY	$1,144,517,135	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$157,789,249	BOYAmt
EOY	$156,592,914	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$27,116,980	BOYAmt
EOY	$23,054,276	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$155,000,000	BOYAmt
EOY	$205,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$218,423,906	BOYAmt
EOY	$208,017,412	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$558,330,135	BOYAmt
EOY	$592,664,602	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

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	$535,812,582	BOYAmt
EOY	$551,852,533	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$535,812,582	BOYAmt
EOY	$551,852,533	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,094,142,717	BOYAmt
EOY	$1,144,517,135	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$84,350,800	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$68,310,849	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	$3,989,960,217	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,051,515,397	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,021,423,284	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,189,544,923	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,267,057,242	CurrentTaxYearAmt
Total	$23,519,501,063	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,989,960,217	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,051,515,397	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,021,423,284	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,189,544,923	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,267,057,242	CurrentTaxYearAmt
Total	$23,519,501,063	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$23,519,501,063	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,103,324	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,826,722	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,433,343	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,682,222	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,430,283	CurrentTaxYearAmt
Total	$85,475,894	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,784	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,133,898	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,624,143	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,657,994	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,812,493	CurrentTaxYearAmt
Total	$18,255,312	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$23,623,232,269	TotalSupportAmt
Gross Receipts Rltd Activities	$3,818,368,605	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99560	PublicSupportCY170Pct
Public Support PY170	0.99520	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	$0	PoliticalExpendituresAmt
Volunteer Hours	0	VolunteerHoursCnt
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$773,852	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$39,001	OtherActivitiesAmt
Total Lobbying Expenditures	$812,853	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 FIFTY 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 $228,564 AND EXTERNAL LOBBYING EXPENSES TOTALED $545,288 FOR A TOTAL OF $773,852. 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 (NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION); DEPARTMENT OF DEFENSE; DEPARTMENT OF EDUCATION; DEPARTMENT OF ENERGY; DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND CENTERS FOR DISEASE CONTROL AND PREVENTION); DEPARTMENT OF HOMELAND SECURITY, DEPARTMENT OF THE INTERIOR (ENVIRONMENTAL PROTECTION AGENCY), DEPARTMENT OF VETERANS AFFAIRS, AND THE NATIONAL SCIENCE FOUNDATION. ADDITIONALLY, THEY INCLUDE THE U.S. HOUSE AND SENATE APPROPRIATIONS BILLS FOR: AGRICULTURE, RURAL DEVELOPMENT, FOOD AND DRUG ADMINISTRATION, AND RELATED AGENCIES; COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES; DEFENSE; ENERGY AND WATER DEVELOPMENT; HOMELAND SECURITY; LABOR, HEALTH AND HUMAN SERVICES, EDUCATION, AND RELATED AGENCIES; MILITARY CONSTRUCTION, VETERANS AFFAIRS, AND RELATED AGENCIES; STATE, FOREIGN OPERATIONS, AND RELATED PROGRAMS. THE HOUSE(S) OF CONGRESS AND FEDERAL AGENCIES CONTACTED (THOUGH NOT NECESSARILY LOBBIED) INCLUDE: DEPARTMENT OF EDUCATION, DEPARTMENT OF ENERGY, DEPARTMENT OF DEFENSE, DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH), 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	$10,378,452	InvestmentCostOrOtherBasisAmt
Book Value	$10,378,452	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$414,381,887	InvestmentCostOrOtherBasisAmt
Depreciation	$259,539,683	DepreciationAmt
Book Value	$154,842,204	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$163,919,083	InvestmentCostOrOtherBasisAmt
Depreciation	$146,301,653	DepreciationAmt
Book Value	$17,617,430	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$15,737,362	InvestmentCostOrOtherBasisAmt
Book Value	$15,737,362	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$198,575,448	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$61,483,582	BookValueAmt
Method Valuation	C	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	RABBI TRUSTS	Desc
Book Value	$10,056,077	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$71,539,659	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$5,974,345
GOODWILL	$22,370,529
PREPAID PENSION COSTS	$62,718,368

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$91,063,242	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
LONG TERM BENEFIT RELATED LIABILITIES	$12,727,667
OTHER LONG TERM LIABILITIES	$5,783,315
LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS	$189,506,430

Field	Value	IRS element (for citing)
Total Liability	$208,017,412	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 (7 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$111,404,170
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	$519,571	1	2	SCIENTIFIC RESEARCH/SERVICES
EUROPE	INVESTMENTS	$34,537,999
EUROPE	PROGRAM SERVICES	$16,264,279	5	80	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
NORTH AMERICA	PROGRAM SERVICES	$90,693	1	1	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,	PROGRAM SERVICES	$235,274	1	2	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
SOUTH AMERICA	PROGRAM SERVICES	$33,382	1	1	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT

Field	Value	IRS element (for citing)
Subtotal Offices	9	SubtotalOfficesCnt
Subtotal Employees	86	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	9	TotalOfficeCnt
Total Employee	86	TotalEmployeeCnt
Subtotal Spent	$163,085,368	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$163,085,368	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3:	ALL EXPENDITURES ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING.
PART 1, LINE 3	EXPENDITURES ASSOCIATED WITH PROGRAM SERVICES PERFORMED IN RUSSIA AND NEIGHBORING STATES WERE MADE IN CONNECTION WITH THE PERFORMANCE OF CONTRACTS WITH THE U.S. GOVERNMENT.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (117 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES
106 NEW SCOTLAND AVE	ALBANY	NY	12208	141423161	501(C)(3)	$8,000	GENERAL OPERATING SUPPORT
ALBUQUERQUE PUBLIC SCHOOLS FOUNDATION
PO BOX 27504	ALBUQUERQUE	NM	87125	850434438	170(C)(1)	$10,000	ELECTRIC CAR CHALLENGE, SCIENCE BOWL
ALLIANCE FOR BETTER NONPROFITS
318 N GAY ST	KNOXVILLE	TN	37917	472265490	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC
225 N MICHIGAN AVE	CHICAGO	IL	60601	133039601	501(C)(3)	$6,188	GENERAL OPERATING SUPPORT
AMERICAN CANCER SOCIETY
250 WILLIAMS ST	ATLANTA	GA	30303	131788491	501(C)(3)	$5,318	GENERAL OPERATING SUPPORT
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	135613797	501(C)(3)	$21,425	GENERAL OPERATING SUPPORT
AMERICAN NATIONAL RED CROSS
431 18TH STREET	WASHINGTON	DC	20006	530196605	501(C)(3)	$16,827	GENERAL OPERATING SUPPORT
ASSOCIATION OF CHINESE-AMERICAN ENGINEERS AND SCIENTISTS
11201 DESERT CLASSIC	ALBUQUERQUE	NM	87111	850392391	501(C)(3)	$9,200	NM FUTURE CITY COMPETITION
BALLET METROPOLITAN
322 MOUNT VERNON AVE	COLUMBUS	OH	43215	310858562	501(C)(3)	$6,825	GENERAL OPERATING SUPPORT
BARRIOS UNIDOS
7 JOHN HYSON DRIVE	CHIMAYO	NM	87522	810867528	501(C)(3)	$12,378	LA CULTURA CURA PROJECT
BRADBURY SCIENCE MUSEUM ASSOC
108 CENTRAL PARK	LOS ALAMOS	NM	87544	473189806	501(C)(3)	$8,698	GENERAL OPERATING SUPPORT
CAPITAL UNIVERSITY
1 COLLEGE MAIN	COLUMBUS	OH	43209	314379435	501(C)(3)	$10,050	GENERAL OPERATING SUPPORT
CATHOLIC RELIEF SERVICES
228 W LEXINGTON ST	BALTIMORE	MD	21201	135563422	501(C)(3)	$8,090	GENERAL OPERATING SUPPORT
CATHOLIC SOCIAL SERVICES
197 E GAY ST	COLUMBUS	OH	43215	314379437	501(C)(3)		GENERAL OPERATING SUPPORT	$17,696	FMV	LAPTOPS
CIVIL AIR PATROL
1735 FOOTE DR	IDAHO FALLS	ID	83402	756037853	170(C)(1)	$5,104	GENERAL OPERATING SUPPORT
COLLEGE OF EASTERN IDAHO
1600 S 25TH EAST	IDAHO FALLS	ID	83404	943160729	501(C)(3)	$30,120	GENERAL OPERATING SUPPORT
COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS
55 E STATE ST	COLUMBUS	OH	43215	310749884	501(C)(3)	$13,050	GENERAL OPERATING SUPPORT
COLUMBUS FOUNDATION
41 S HIGH ST	COLUMBUS	OH	43215	316044264	501(C)(3)	$24,632,379	GENERAL OPERATING SUPPORT
COLUMBUS MUSEUM OF ART
480 E BROAD ST	COLUMBUS	OH	43215	314379447	501(C)(3)	$5,267	GENERAL OPERATING SUPPORT
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE ST	COLUMBUS	OH	43215	316402408	501(C)(3)	$11,485	GENERAL OPERATING SUPPORT
COLUMBUS URBAN LEAGUE
788 MOUNT VERNON AVE	COLUMBUS	OH	43203	314379453	501(C)(3)		GENERAL OPERATING SUPPORT	$56,971	FMV	LAPTOPS
COLUMBUS ZOOLOGICAL PARK ASSOCIATION
9990 RIVERSIDE DR	POWELL	OH	43065	314390844	501(C)(3)	$28,662	GENERAL OPERATING SUPPORT
COMMUNITIES IN SCHOOLS OF NEW MEXICO
300 CATRON ST	SANTA FE	NM	87501	270114585	170(C)(1)	$10,200	GENERAL OPERATING SUPPORT
COMMUNITY FOOD BASKET
245 N PLACER AVE	IDAHO FALLS	ID	83402	820305800	501(C)(3)	$5,561	GENERAL OPERATING SUPPORT
COMMUNITY SHELTER BOARD
355 E CAMPUS VIEW BLVD	COLUMBUS	OH	43235	311181284	501(C)(3)	$257,865	GENERAL OPERATING SUPPORT
CORNELL UNIVERSITY
341 PINE TREE RD	ITHACA	NY	14850	150532082	501(C)(3)	$15,584	GENERAL OPERATING SUPPORT
CUSTER COUNTY
PO BOX 385	CHALLIS	ID	83226	826000295	170(C)(1)	$10,000	MACKAY DAM
DRAKE UNIVERSITY
2507 UNIVERSITY AVE	DES MOINES	IA	50311	420680460	501(C)(3)	$5,600	GENERAL OPERATING SUPPORT
ESPANOLA HUMANE
108 HAMM PARKWAY	ESPANOLA	NM	87532	850406234	501(C)(3)	$9,724	GENERAL OPERATING SUPPORT
FIELDS EDUCATION
PO BOX 4753	POCATELLO	ID	83205	811579213	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
FIRST
1020 COMMERCE PARK DRIVE	OAK RIDGE	TN	37830	264400392	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
FOOD DEPOT
1223 A SILER ROAD	SANTA FE	NM	87507	850416803	501(C)(3)	$23,409	GENERAL OPERATING SUPPORT
FRANKLIN PARK CONSERVATORY
1777 E BROAD STREET	COLUMBUS	OH	43203	311657027	501(C)(3)	$12,450	GENERAL OPERATING SUPPORT
FREDERICK COMMUNITY COLLEGE FOUNDATION
7932 OPOSSUMTOWN PIKE	FREDERICK	MD	21072	521231768	501(C)(3)	$11,000	GENERAL OPERATING SUPPORT
FREDERICK COUNTY PUBLIC SCHOOLS
191 S EAST ST	FREDERICK	MD	21701	526000941	170(C)(1)	$50,000	GENERAL OPERATING SUPPORT
GAITED ADVOCATE INTERVENTION TEAM
14515 CHRISMAN HILL DR	BOYDS	MD	20841	813550579	501(C)(3)	$6,186	GENERAL OPERATING SUPPORT
GIRL SCOUTS OF NEW MEXICO TRAILS
4000 JEFFERSON PLAZA NE	ALBUQUERQUE	NM	87109	856011246	501(C)(3)	$5,500	GENERAL OPERATING SUPPORT
HEALTHY CONNECTIONS
212 W JOHNSTOWN RD	GAHANNA	OH	43220	710807744	501(C)(3)		GENERAL OPERATING SUPPORT	$8,987	FMV	LAPTOPS
HOPE PREGNANCY CENTER
1183 DIAMOND DR	LOS ALAMOS	NM	87544	850423290	501(C)(3)	$6,482	GENERAL OPERATING SUPPORT
IDAHO FALLS SYMPHONY SOCIETY
450 A STREET	IDAHO FALLS	ID	83402	826007411	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
IDAHO GOVERNOR'S CUP
PO BOX 983	BOISE	ID	83701	208277116	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
IDAHO RURAL PARTNERSHIP
2270 OLD PENITENTIARY RD	BOISE	ID	83712	820311062	170(C)(1)	$10,000	GENERAL OPERATING SUPPORT
IDAHO STATE UNIVERSITY FOUNDATION
921 S 8TH AVE	POCATELLO	ID	83209	826013543	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
IDAHO STEM ACTION CENTER FOUNDATION
802 W BONNOCK ST	BOISE	ID	83702	822903945	501(C)(3)	$175,595	GENERAL OPERATING SUPPORT
JUNIOR ACHIEVEMENT OF EAST TENNESSEE
2135 N CHARLES SEIVERS BLVD	CLINTON	TN	37716	620810145	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
KANSAS STATE UNIVERSITY FOUNDATION
1800 KIMBALL AVE	MANHATTAN	KS	66502	480667209	501(C)(3)	$9,000	GENERAL OPERATING SUPPORT
KING ARTS COMPLEX
867 MOUNT VERNON AVE	COLUMBUS	OH	43203	237065803	501(C)(3)		GENERAL OPERATING SUPPORT	$15,157	FMV	LAPTOPS
KITCHEN ANGELS
1222 SILER ROAD	SANTA FE	NM	87507	850423492	501(C)(3)	$5,984	GENERAL OPERATING SUPPORT
LEADERSHIP NEW MEXICO
320 GOLD AVE	ALBUQUERQUE	NM	87102	850437219	501(C)(3)	$5,500	GENERAL OPERATING SUPPORT
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR	RYE BROOK	NY	10573	135644916	501(C)(3)	$6,615	GENERAL OPERATING SUPPORT
LONG ISLAND MUSEUM OF AMERICAN ART HISTORY
1200 ROUTE 25A	STONY BROOK	NY	11790	111667767	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
LOS ALAMOS COMMUNITY FOUNDATION
1200 TRINITY DR	LOS ALAMOS	NM	87544	352546420	501(C)(3)	$5,975	GENERAL OPERATING SUPPORT
LOS ALAMOS NATIONAL LABORATORY FOUNDATION
1112 PLAZA DEL NORTE	ESPANOLA	NM	87532	742853972	501(C)(3)	$616,904	GENERAL OPERATING SUPPORT
LOS ALAMOS PUBLIC SCHOOL FOUNDATION
1900 DIAMOND DR	LOS ALAMOS	NM	87544	200773298	501(C)(3)	$16,230	GENERAL OPERATING SUPPORT
LUNA COMMUNITY COLLEGE FOUNDATION
366 LUNA DRIVE	LAS VEGAS	NM	87701	742851490	501(C)(3)	$8,500	ROBOTIC ACADEMY
MARTIN LUTHER KING BREAKFAST COMMITTEE
PO BOX 83134	COLUMBUS	OH	43203	311225276	501(C)(3)	$6,500	GENERAL OPERATING SUPPORT
MESA TO MESA
735 VIETNAM VETERANS RD	ESPANOLA	NM	87532	472594591	501(C)(3)	$5,480	GENERAL OPERATING SUPPORT
MID-OHIO FOODBANK
3960 BROOKHAVEN DR	GROVE CITY	OH	43123	310865343	501(C)(3)	$20,624	GENERAL OPERATING SUPPORT
MUSEUM OF APPALACHIA
2819 ANDERSONVILLE HWY	CLINTON	TN	37828	043595011	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
MUSEUM OF IDAHO
200 N EASTERN AVE	IDAHO FALLS	ID	83402	820363177	501(C)(3)	$5,886	GENERAL OPERATING SUPPORT
MUSEUMS AT MITCHEL
ONE DAVIS AVE	GARDEN CITY	NY	11530	113558761	501(C)(3)	$11,400	GENERAL OPERATING SUPPORT
NATIONAL DANCE INSTITUTE OF NEW MEXICO
1140 ALTO ST	SANTA FE	NM	87501	850431846	501(C)(3)	$5,813	GENERAL OPERATING SUPPORT
NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION
700 CHILDRENS DRIVE	COLUMBUS	OH	43205	311036370	501(C)(3)	$26,393	GENERAL OPERATING SUPPORT
NATURAL HERITAGE TRUST
625 BROADWAY	ALBANY	NY	12207	161019635	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
NEW ALBANY COMMUNITY FOUNDATION
220 MARKET ST	NEW ALBANY	OH	43045	311409264	501(C)(3)	$24,140	GENERAL OPERATING SUPPORT
NEW MEXICO COMMUNITY FOUNDATION
135 W PALACE AVE	SANTA FE	NM	87501	850311210	501(C)(3)	$50,198	GENERAL OPERATING SUPPORT
NEW MEXICO CONSORTIUM
4200 W JEMEZ RD	LOS ALAMOS	NM	87544	260370262	501(C)(3)	$54,510	SUMMER CAMPS
NEW MEXICO HIGHLANDS FOUNDATION
905 UNIVERSITY AVE	LAS VEGAS	NM	87701	750121368	501(C)(3)	$10,400	GENERAL OPERATING SUPPORT
NEW MEXICO MESA
1015 TIJERAS	SANTA FE	NM	87102	850371954	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
NEW MEXICO WILDLIFE CENTER
19 WHEAT ST	ESPANOLA	NM	87532	850346210	501(C)(3)	$6,756	WILDLIFE EDUCATION PROGRAMS
NORTH CENTRAL NEW MEXICO VETERANS TRANSPORTATION NETWORK
PO BOX 3792	TAOS	NM	87571	820776155	501(C)(3)	$7,500	GENERAL OPERATING SUPPORT
NORTHERN NEW MEXICO COLLEGE FOUNDATION
925 N PASEO DE ONATE	ESPANOLA	NM	87532	742835828	501(C)(3)	$72,236	GENERAL OPERATING SUPPORT
OAK RIDGE PUBLIC SCHOOLS
P O BOX 117	OAK RIDGE	TN	37831	621809810	170(C)(1)	$20,000	GENERAL OPERATING SUPPORT
OGALLALA COMMONS
4451 LONG SHADOW LANE	SANTA FE	NM	87507	331144011	501(C)(3)	$6,000	LITERACY THROUGH RIVER FESTIVALS
OHIO DEPT OF TRANSPORTATION
1980 W BROAD ST	COLUMBUS	OH	43223	311334820	170(C)(1)		GENERAL OPERATING SUPPORT	$61,856	FMV	WEST JEFFERSON LAND
OHIO STATE UNIVERSITY FOUNDATION
1480 W LANE AVE	COLUMBUS	OH	43221	311145986	501(C)(3)	$80,051	GENERAL OPERATING SUPPORT
OHIOHEALTH FOUNDATION
180 E BROAD ST	COLUMBUS	OH	43215	237446919	501(C)(3)	$9,121	GENERAL OPERATING SUPPORT
PAJARITO ENVIRONMENTAL EDUCATION CENTER
2600 CANYON RD	LOS ALAMOS	NM	87544	850478101	501(C)(3)	$9,916	GENERAL OPERATING SUPPORT
POCATELLO-CHUBBUCK CHAMBER FOUNDATION
324 S MAIN ST	POCATELLO	ID	83204	813237943	501(C)(3)	$23,556	GENERAL OPERATING SUPPORT
QUALITY NEW MEXICO
PO BOX 25005	ALBUQUERQUE	NM	87125	850433782	501(C)(3)	$5,500	ANNUAL LEARNING SUMMIT
REGIONAL DEVELOPMENT CORPORATION
PO BOX 2698	ESPANOLA	NM	87532	742805791	501(C)(3)	$732,000	GENERAL OPERATING SUPPORT
REGIONAL ECONOMIC DEVELOPMENT
365 RIVER PARKWAY	IDAHO FALLS	ID	83402	820460529	501(C)(3)	$25,100	GENERAL OPERATING SUPPORT
ROANE STATE FOUNDATION
276 PATTON LANE	HARRIMAN	TN	37748	581413034	501(C)(3)	$34,000	SCHOLARSHIPS
ROCKY MOUNTAIN PUBLIC BROADCASTING NETWORK
1089 BANNOCK ST	DENVER	CO	80204	840510785	501(C)(3)	$5,050	GENERAL OPERATING SUPPORT
RONALD MCDONALD HOUSE CHARITIES OF NEW MEXICO
1011 YALE BLVD NE	ALBUQUERQUE	NM	87106	850283204	501(C)(3)	$5,500	GENERAL OPERATING SUPPORT
SAGE COTTAGE SCHOOL
142 MEADOW LANE	LOS ALAMOS	NM	87547	850480046	501(C)(3)	$6,800	SUPPORT STEM EDUCATION
SAINT ELIZABETH SHELTER CORPORATION
804 ALARID ST	SANTA FE	NM	87505	850347650	501(C)(3)	$6,919	GENERAL OPERATING SUPPORT
SANTA FE CHAMBER OF COMMERCE - OPPORTUNITIES FUND
1644 ST MICHAELS DR	SANTA FE	NM	87505	850460648	501(C)(3)	$5,350	GENERAL OPERATING SUPPORT
SANTA FE CHILDREN'S MUSEUM
1050 OLD PECOS TRAIL	SANTA FE	NM	87505	850335070	501(C)(3)	$5,250	FIELD TRIPS
SANTA FE COMMUNITY COLLEGE FOUNDATION
6401 RICHARDS AVE	SANTA FE	NM	87508	201594570	501(C)(3)	$10,227	GENERAL OPERATING SUPPORT
SCHOLARSHIP AMERICA INC
1 SCHOLARSHIP WAY	ST PETER	MN	56082	042296967	501(C)(3)	$25,000	SUPPORT STEM EDUCATION
SECOND CHANCE SHELTER
130 COUNTY ROAD 398	BOAZ	AL	35957	262717351	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT
SHADOART PRODUCTIONS INC
503 S FRONT ST	COLUMBUS	OH	43215	311340461	501(C)(3)	$9,600	GENERAL OPERATING SUPPORT
SLOW FOOD SANTA FE
PO BOX 1809	SANTA FE	NM	87504	900108343	501(C)(3)	$5,500	GENERAL OPERATING SUPPORT
ST JOSEPH MONTESSORI SCHOOL
933 HAMLET ST	COLUMBUS	OH	43201	310912807	501(C)(3)	$20,200	GENERAL OPERATING SUPPORT
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	620646012	501(C)(3)	$6,270	GENERAL OPERATING SUPPORT
ST VINCENT HOSPITAL FOUNDATION
455 ST MICHAELS DR	SANTA FE	NM	87505	850282847	501(C)(3)	$5,455	GENERAL OPERATING SUPPORT
STEM SANTA FE
PO BOX 33130	SANTA FE	NM	87594	822358193	501(C)(3)	$33,378	SUPPORT STEM EDUCATION
SUGAR-SALEM HIGH SCHOOL
1 S DIGGER DR	SUGAR CITY	ID	83448	826000836	170(C)(1)	$15,000	SUPPORT STEM EDUCATION
SUPERCOMPUTING CHALLENGE
PO BOX 91824	ALBUQUERQUE	NM	87199	651207275	501(C)(3)	$35,228	GENERAL OPERATING SUPPORT
TECH CORPS
6600 BUSCH BLVD	COLUMBUS	OH	43229	161703355	501(C)(3)		GENERAL OPERATING SUPPORT	$13,175	FMV	LAPTOPS
THUNDER RIDGE HIGH SCHOOL
4941 1ST ST	IDAHO FALLS	ID	83401	826001206	170(C)(1)	$10,000	SUPPORT STEM EDUCATION
TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
3033 WILSON BLVD	ARLINGTON	VA	22201	920152268	501(C)(3)	$8,510	GENERAL OPERATING SUPPORT
UNITED WAY
1301 HANNAH AVE	KNOXVILLE	TN	37921	621818021	501(C)(3)	$100,000	GENERAL OPERATING SUPPORT
UNITED WAY OF CENTRAL OHIO
360 S THIRD ST	COLUMBUS	OH	43215	314393712	501(C)(3)	$14,217	GENERAL OPERATING SUPPORT
UNITED WAY OF IDAHO FALLS
330 SHOUP AVE	IDAHO FALLS	ID	83402	820233588	501(C)(3)	$68,238	GENERAL OPERATING SUPPORT
UNITED WAY OF LONG ISLAND
819 GRAND BLVD	DEER PARK	NY	11729	116042392	501(C)(3)	$16,165	GENERAL OPERATING SUPPORT
UNITED WAY OF NORTHERN NEW MEXICO
PO BOX 539	LOS ALAMOS	NM	87544	237138947	501(C)(3)	$216,443	GENERAL OPERATING SUPPORT
UNITED WAY OF SANTA FE COUNTY
440 CERRILLOS RD	SANTA FE	NM	87501	850163601	501(C)(3)	$25,873	GENERAL OPERATING SUPPORT
UNITED WAY OF THE BLUEGRASS
100 MIDLAND AVE	LEXINGTON	KY	40508	610444679	501(C)(3)	$8,443	GENERAL OPERATING SUPPORT
UNIVERSITY OF IDAHO FOUNDATION
714 WEST STATE ST	BOISE	ID	83702	237098404	501(C)(3)	$15,000	GENERAL OPERATING SUPPORT
UNIVERSITY OF NEW MEXICO FOUNDATION
1157 COUNTY ROAD 110	RANCHO DE TAOS	NM	87557	850275408	501(C)(3)	$27,500	GENERAL OPERATING SUPPORT
UNIVERSITY OF TENNESSEE FOUNDATION
800 ANDY HOLT TOWER	KNOXVILLE	TN	37996	626001636	501(C)(3)	$20,500	GENERAL OPERATING SUPPORT
UNIVERSITY OF WASHINGTON FOUNDATION
UW TOWER BOX 359505	SEATTLE	WA	98195	943079432	501(C)(3)	$9,600	GENERAL OPERATING SUPPORT
WARTBURG CENTRAL HIGH SCHOOL
1119 KNOXVILLE HWY	WARTBURG	TN	37887	626000772	170(C)(1)	$6,500	GENERAL OPERATING SUPPORT
YMCA
1450 IRIS ST	LOS ALAMOS	NM	87544	850130054	501(C)(3)	$20,389	GENERAL OPERATING SUPPORT
YWCA
420 W CLINCH AVE	KNOXVILLE	TN	37902	620475701	501(C)(3)	$10,000	GENERAL OPERATING SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	117	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 THAT BY SIGNING AND DEPOSITING THE CHECK THEY ARE CONFIRMING THAT THEY ARE A 501(C)(3) CHARITABLE ORGANIZATION OR A 170(C)(1) QUALIFYING GOVERNMENT ENTITY. FOR LARGER GRANTS, BMI REQUESTS IN CONNECTION WITH SOME OF THE ORGANIZATIONS TO SIGN A DONOR OBJECTIVE LETTER THAT STATES THE SCOPE AND PURPOSE OF THE DISTRIBUTION. THE BMI BOARD OF DIRECTORS HAS FINAL APPROVAL FOR ANY DISTRIBUTIONS OVER $500,000. BATTELLE ENERGY ALLIANCE LLC, BATTELLE NATIONAL BIODEFENSE INSTITUTE LLC, BROOKHAVEN SCIENCE ASSOCIATES LLC, TRIAD NATIONAL SECURITY LLC, AND UT-BATTELLE LLC EACH HAVE THEIR OWN APPROACH TO MAKING SURE THAT 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, BUT NOT LESS THAN ONE MILLION DOLLARS. ON AUGUST 11, 2005 THE BOARD OF DIRECTORS OF BATTELLE ADOPTED A RESOLUTION THAT ESTABLISHED A MINIMUM CHARITABLE DISTRIBUTION GOAL OF $3,000,000. IN AUGUST 2005, BMI ESTABLISHED A DONOR ADVISED FUND, THE BATTELLE FOUNDATION FUND (THE FUND), UNDER THE COLUMBUS FOUNDATION, A 501(C)(3) PUBLIC CHARITY COMMUNITY FOUNDATION THAT IS LEGALLY AND FINANCIALLY SEPARATE FROM BMI. A SUBSTANTIAL PORTION OF BMI'S CHARITABLE DISTRIBUTIONS ARE MADE TO THE FUND. BMI RECOMMENDS DISTRIBUTIONS FROM THE FUND TO QUALIFYING RECIPIENTS; HOWEVER, THE COLUMBUS FOUNDATION MAKES FINAL DECISIONS ON THE ACTUAL DISTRIBUTIONS. THE FUNDS TRANSFERRED FROM BMI TO THE FUND HAVE NO POSSIBILITY OF REVERSION TO BMI. DISTRIBUTIONS TO THE FUND FULFILL THE OBLIGATIONS UNDER THE WILL OF GORDON BATTELLE AND THE AGREEMENT WITH THE OHIO ATTORNEY GENERAL.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEWIS VON THAER
PRESIDENT & CEO	$1,058,348	$0	$2,238,763	$0	$434,672	$0	$15,992	$0	$27,765	$0	$3,775,540	$0	$0	$0
EDWARD GRECCO
EXECUTIVE VP,CFO	$382,498	$0	$942,500	$0	$44,895	$0	$9,239	$0	$15,426	$0	$1,394,558	$0	$0	$0
RONALD D TOWNSEND
EXECUTIVE VP, GLOBAL LAB OPS	$638,005	$0	$1,803,886	$0	$132,195	$0	-$34,534	$0	$2,862	$0	$2,542,414	$0	$0	$0
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	$420,142	$0	$578,716	$0	$3,277	$0	-$30,939	$0	$18,354	$0	$989,550	$0	$0	$0
MALESA LITTERAL
SR VP, CHIEF HR OFFICER TO 09/19	$299,597	$0	$327,057	$0	$1,779	$0	$21,986	$0	$30,421	$0	$680,840	$0	$0	$0
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	$314,408	$0	$441,123	$0	$1,422	$0	$17,101	$0	$30,702	$0	$804,756	$0	$0	$0
STEVEN F ASHBY
SR VP, LAB DIRECTOR	$422,958	$0	$197,284	$0	$115,000	$0	$32,393	$0	$25,920	$0	$793,555	$0	$0	$0
MARK T PETERS
SR VP, LAB DIRECTOR	$463,904	$0	$243,942	$0	$2,902	$0	$28,974	$0	$33,546	$0	$773,268	$0	$0	$0
MATTHEW L VAUGHAN
SR VP, CONTRACT RESEARCH	$424,643	$0	$547,413	$0	$220,968	$0	$21,800	$0	$33,392	$0	$1,248,216	$0	$0	$0
AIMEE KENNEDY
SR VP, PHILANTHROPY & EDUCATION	$259,812	$0	$231,032	$0	$626	$0	$18,536	$0	$18,999	$0	$529,005	$0	$0	$0
MARIO WONG
ASST TREAS. & CONTROLLER	$218,541	$0	$59,112	$0	$725	$0	$16,921	$0	$23,754	$0	$319,053	$0	$0	$0
BRIAN R SMITH
TREASURER	$221,521	$0	$53,560	$0	$680	$0	$8,495	$0	$24,648	$0	$308,904	$0	$0	$0
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	$240,197	$0	$55,293	$0	$1,720	$0	$19,241	$0	$27,285	$0	$343,736	$0	$0	$0
MICHAEL C JANUS
VP, ENVIRONMENT, INFRASTRUCTURE	$314,676	$0	$423,713	$0	$761	$0	$7,693	$0	$2,936	$0	$749,779	$0	$0	$0
RONALD A CRONE
ASSOCIATE LAB DIRECTOR	$331,738	$0	$176,132	$0	$1,242	$0	$24,531	$0	$33,266	$0	$566,909	$0	$0	$0
JUAN ALVAREZ
DEPUTY LAB DIRECTOR	$328,810	$0	$173,658	$0	$3,747	$0	-$27,598	$0	$20,506	$0	$499,123	$0	$0	$0
KELLY BEIERSCHMITT
DEPUTY LAB DIRECTOR	$298,228	$0	$123,883	$0	$87,612	$0	-$30,792	$0	$25,393	$0	$504,324	$0	$0	$0
JULIE B SWICK
VICE PRESIDENT OF HEALTH	$126,501	$0	$102,294	$0	$317,178	$0	-$36,952	$0	$4,541	$0	$513,562	$0	$0	$0
JEFFREY WADSWORTH
PRESIDENT & CEO TO 09/17	$150,625	$0	$1,692,797	$0	$114,254	$0	-$93,974	$0	$55	$0	$1,863,757	$0	$0	$0
DAVID C EVANS
EXECUTIVE VP,CFO TO 02/18	-$25,816	$0	$944,247	$0	$2,006,668	$0	-$10,111	$0	$8,389	$0	$2,923,377	$0	$0	$0
STEPHEN E KELLY
SENIOR VP TO 12/17	$8,054	$0	$313,024	$0	$410,658	$0	-$41,205	$0	$1,610	$0	$692,141	$0	$0	$0
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	$507,397	$0	$700,000	$0	$289,646	$0	$12,696	$0	$28,203	$0	$1,537,942	$0	$0	$0
MICHAEL KLUSE
SENIOR VP TO 3/15	$169,598	$0	$0	$0	$0	$19	$0	$0	$0	$0	$169,598	$19	$0	$0
BRETT BOSLEY
ACTING CFO 7/17 TO 05/18	$261,588	$0	$480,421	$0	$185,942	$0	$3,616	$0	$12,791	$0	$944,358	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	DIRECTORS, OFFICERS, AND STAFF TRAVEL ON THE CORPORATE PLANES. TRAVEL EXPENSES COMPLY WITH A WRITTEN REIMBURSEMENT POLICY THAT FOLLOWS PUBLISHED IRS GUIDANCE. ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS REPORTED ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT EXPENSES IN ACCORDANCE WITH THE POLICY. INTERNAL AUDIT TESTED THE EXPENSE REPORTS ASSOCIATED WITH DIRECTOR'S AND OFFICER'S TRAVEL AND ENTERTAINMENT EXPENSES. FOR 2018 THREE OFFICERS HAD PERSONAL USE OF A CORPORATE AIRCRAFT AND THE VALUE OF EACH OFFICER'S PERSONAL USE WAS INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. THE PERSONAL USE OF A CORPORATE AIRCRAFT FOR TWO OF THESE OFFICERS RELATED TO A FAMILY MEMBER'S TRAVEL ON A CORPORATE AIRCRAFT. PERSONAL USE OF CORPORATE AIRCRAFT WAS INCLUDED IN TAXABLE INCOME EXCEPT WHERE THE USE WAS NOT TAXABLE AS A RESULT OF THE APPLICATION OF THE SEATING CAPACITY RULE. BMI PROVIDES A TAX GROSS-UP FOR FOREIGN TAXES, FOREIGN ALLOWANCES, RELOCATION COSTS, AND OTHER MISCELLANEOUS ITEMS. FOR 2018 ELEVEN 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 2018 THERE WAS ONE CURRENT OFFICER WITH SOCIAL CLUB DUES.
PART I, LINES 4A-B	SEVERANCE OR SEPARATION PAYMENTS WERE MADE TO THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII: BRETT BOSLEY $153,231 JULIE SWICK $304,446 EFFECTIVE OCTOBER 1, 2015, BATTELLE MEMORIAL INSTITUTE IMPLEMENTED THE BATTELLE MEMORIAL INSTITUTE RETIREMENT BENEFITS RESTORATION PLAN ("RESTORATION PLAN"), A TOP HAT PLAN THAT REPLACES THE NOW TERMINATED BATTELLE MEMORIAL INSTITUTE EXECUTIVE'S SECTION 457(F) PENSION PLAN. THE RESTORATION PLAN IS A COMPONENT OF BATTELLE'S TOTAL COMPENSATION PACKAGE, AND IT PROVIDES A DEFINED CONTRIBUTION ACCRUAL SPECIFIC TO PAY EARNED IN EXCESS OF IRS PAY LIMITS. THESE CONTRIBUTIONS ARE VESTED ON A CLASS-YEAR BASIS (5-YEARS AFTER CONTRIBUTION, OR AT AGE 65 IF EARLIER), AND ARE TAXABLE TO THE PARTICIPANT IN THE YEAR OF VESTING. THE AMOUNT THAT BECOMES VESTED/TAXABLE IS REPORTED ON THE PARTICIPANT'S FORM W-2 IN YEAR OF VESTING. IN 2018, ONE OFFICER WAS REPORTED WITH VESTED/TAXABLE COMPENSATION IN COLUMN D OF PART VII AS APPLICABLE. RON TOWNSEND $120,071
PART I, LINE 7	SHORT AND LONG-TERM INCENTIVE COMPENSATION PROGRAMS ARE TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE.
PART I, LINE 8	PAYMENTS IN PART VII SUBJECT TO THE INITIAL CONTRACT EXCEPTION: LEWIS VON THAER - RETENTION PAYMENT MATTHEW VAUGHAN - RETENTION PAYMENT EDWARD GRECCO - HIRING BONUS AND RETENTION PAYMENT
SCHEDULE J SUPPLEMENTAL INFORMATION	DIRECTORS ARE PAID AS INDEPENDENT CONTRACTORS IN PART VII. EMPLOYEE WELFARE BENEFITS AND FRINGE BENEFITS: IN ADDITION TO THE COMPENSATION AND RETIREMENT PLANS OTHERWISE LISTED IN PART VII, THOSE INDIVIDUALS REPORTED ON PART VII WHO ARE EMPLOYEES OF BMI ARE ELIGIBLE TO PARTICIPATE IN BMI'S EMPLOYEE WELFARE BENEFIT AND GROUP INSURANCE PLANS ON THE SAME TERMS AS ANY OTHER EMPLOYEE. CONTRIBUTIONS TO EMPLOYEE WELFARE BENEFIT AND GROUP INSURANCE PLANS ARE MADE IN AGGREGATE BASED UPON GROUP ACTUARIAL FACTORS AND HISTORICAL CLAIMS EXPERIENCE AND APPORTIONING SPECIFIC DOLLAR AMOUNTS TO INDIVIDUALS IS IMPRACTICAL. AS EMPLOYEES, SUCH INDIVIDUALS MAY ALSO HAVE RECEIVED WORKING CONDITION FRINGE BENEFITS AND/OR DE MINIMIS FRINGE BENEFITS EXCLUDED FROM INCOME UNDER INTERNAL REVENUE CODE SECTIONS 132(A)(3) AND 132(A)(4) RESPECTIVELY. TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT: BMI'S EXECUTIVES INCUR VARIOUS TRAVEL AND ENTERTAINMENT EXPENSES IN THE CONDUCT OF THEIR OFFICIAL DUTIES AS REPRESENTATIVES OF BMI. BMI HAS WRITTEN TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT POLICIES THAT COMPLY WITH PUBLISHED IRS GUIDANCE. ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS REPORTED ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT EXPENSE IN ACCORDANCE WITH THAT POLICY. INTERNAL AUDIT TESTED 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; AND 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 ARE LISTED IN SCHEDULE L, PART II.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,038	0	Yes (1)	Yes (1)
EDWARD GRECCO
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$10,000	$10,018	0	Yes (1)	Yes (1)
AIMEE KENNEDY
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$2,500	$2,505	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,100	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$46,005	0	Yes (1)	Yes (1)
LEWIS VON THAER
OFFICER	SPLIT-DOLLAR LIFE INSURANCE	Yes (X)	$45,833	$45,917	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$160,583	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	BLAKE KLUSE	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	MICHAEL KLUSE-FAMILY	RelationshipDescriptionTxt
Transaction	$147,258	TransactionAmt
Transaction	PAYROLL	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 1,343,042,040. MANAGEMENT AND GENERAL EXPENSES 670,392,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,013,434,440.
FORM 990, PART XI, LINE 9:	MARKET VALUE ADJUSTMENT ON MARKETABLE SECURITIES -2,555,935. CURRENCY TRANSLATION ADJUSTMENT -371,245. TRANSFERS -363,097. PENSION AND POST RETIREMENT BENEFITS -78,515,502. NONCONTROLLING INTEREST 13,494,930.
FORM 990, PART I, LINE 7A	FORM 990 IS PREPARED ON GAAP FINANCIAL ACCOUNTING BASIS AND FORM 990T IS PREPARED ON AN INCOME TAX ACCOUNTING BASIS. THEREFORE THERE ARE BOOK TO TAX DIFFERENCES THAT ARE RECONCILED IN THE FOLLOWING 990-T ( INCLUDING ALL THE VARIOUS SCHEDULE M) FOR THE UNRELATED BUSINESS REVENUE TO FORM 990T, PART I, LINE 13, COLUMN A (INCLUDING THE VARIOUS SCHEDULE M) FORM 990 UNRELATED BUSINESS REVENUE 59,611,128 ADD INCOME TAX BASIS PARTNERSHIP INCOME 5,079 DEDUCT THE COSTS OF GOODS SOLD 50,274,683 EQUALS TOTAL ON FORM 990T & M PART I, LINE 13, COLUMN A 9,341,524

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 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	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
BATTELLE NATIONAL BIODEFENSE INSTITUTE LLC
8300 RESEARCH PLAZA	FREDERICK	MD	21702	043851808	MANAGEMENT OF NATIONAL LABORATORY	DE	$39,011,140	$9,644,686	BATTELLE MEMORIAL INSTITUTE
BATTELLE ENERGY ALLIANCE LLC
2525 N FREMONT AVE	IDAHO FALLS	ID	83415	680588324	MANAGEMENT OF NATIONAL LABORATORY	DE	$1,349,118,060	$6,126,375	BATTELLE MEMORIAL INSTITUTE
BATTELLE SANDIA LLC
505 KING AVENUE	COLUMBUS	OH	43201	812597561	MANAGEMENT OF NATIONAL LABORATORY	DE	$0	$0	BATTELLE MEMORIAL INSTITUTE
SEEBYTE LIMITED
				981146573	CUSTOM COMPUTER PROGRAMING SERVICES		$7,423,062	$9,511,675	SEEBYTE HOLDINGS LTD	ORCHARD BRAE HOUSE 30 QUEENSFERRY R	EDINBURGH	UK	UK
SEEBYTE HOLDINGS LTD
				981140866	HOLDING COMPANY		$0	$17,870,182	BATTELLE MEMORIAL INSTITUTE	16 CHARLOTTE SQUARE	EDINBURGH	UK	UK

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 Corp Tr IdRelatedOrgTxblCorpTrGrp (12 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 LABORATORY MANAGEMENT SERVICES LLC
				LAB MANAGEMENT (DORMANT)		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	825131944	DE
BATTELLE OKLAHOMA LLC
				REAL ESTATE ACTIVITIES		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	200292062	OK
BATTELLE SERVICES COMPANY INC
				EMPLOYEE LEASING		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	311792334	OH	$57,215	$317,768
BATTELLE UK LIMITED
29 SPRINGFIELD LYONS APPROACH	CHELMSFORD ESSEX	UK	CM2 5LB	SCIENTIFIC RESEARCH	UK	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)							$12,926,010	$13,804,696
B-C JV LLC
				SCIENTIFIC RESEARCH (DORMANT)		BATTELLE MEMORIAL INSTITUTE	C	0.70000	Yes (1)	1204 TECHNOLOGY DRIVE	ABERDEEN	MD	21004	471470805	MD
GEOSAFE AUSTRALIA PTY LIMITED
LEVEL 14 140 ST GEORGES TERRACE	PERTH	AS	WA 6000	HAZARDOUS WASTE REMEDIATION (DORMANT)	AS	GEOSAFE CORPORATION	C	1.00000	Yes (1)
GEOSAFE CORPORATION
				WASTE CLEANUP		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	911404268	WA	$1,203	$487,749
SCIENTIFIC ADVANCES INC
				VENTURE CAPITAL MANAGEMENT		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	316024333	OH		$107,064
SEEBYTE INC
				SOFTWARE DEVELOPMENT		SEEBYTE LIMITED	C	1.00000	Yes (1)	2240 SHELTER ISLAND DRIVE SUITE 210	SAN DIEGO	CA	92106	980563142	DE	$1,448,384	$1,007,040
VITEX SYSTEMS INC
				LICENSING COMPANY		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	770526364	DE	$13,088	$475,467
RESEARCH INSURANCE COMPANY LTD
73 FRONT STREET 3RD FLOOR	HAMILTON	BD		INSURING BATTELLE RISKS	BD	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)							$5,978,898	$112,493,875

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	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BATTELLE SERVICES COMPANY - SPECIFIED PAYMENT
A	$21,422	FMV
GEOSAFE CORPORATION - SPECIFIED PAYMENT
A	$208,398	FMV
BATTELLE UK LIMITED
L	$273,401	FMV
SEEBYTE INC
L	$148,981	FMV
BATTELLE UK LIMITED
M	$153,430	FMV
BATTELLE UK LIMITED
L	$275,742	FMV
RESEARCH INSURANCE COMPANY LTD
M	$980,536	FMV
SEEBYTE INC
M	$319,782	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)	$2,571,385	$3,404,186	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)	$4,701,487	$5,121,851	0	$0	0	0.50000
TRIAD NATIONAL SECURITY LLC
BIKINI ATOLL RD SM 30	LOS ALAMOS	NM	87545	823291283	MANAGEMENT OF NATIONAL LABORATORY	NM	RELATED	Yes (1)	$10,222,687	$9,187,845	0	$0	0	0.42610

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE R,PART V	DURING FISCAL YEAR 2018, BMI RELATED ENTITIES PROVIDED CONTRACT SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECHNICAL SERVICES IN THE ORDINARY COURSE OF BUSINESS UNDER ARMS-LENGTH TERMS, CONDITIONS, AND PRICING. SERVICES TO BMI AND BMI'S SWITZERLAND AND UNITED KINGDOM AFFILIATES WERE PROVIDED UNDER ARMS-LENGTH TERMS AND AT PRICING WHICH COMPLIED WITH THE INTER-COMPANY TRANSFER PRICING RULES OF SWITZERLAND, UNITED KINGDOM, AND THE UNITED STATES. BMI ENGAGED IN TRANSACTIONS WITH RELATED ENTITIES SUCH AS: THE FURNISHING OF GOODS, SERVICES OR FACILITIES. ALL TRANSACTIONS WITH TAXABLE RELATED ENTITIES WERE CONDUCTED AT FAIR MARKET VALUE RATES AND ARE IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 482 AND OTHER APPLICABLE INTER-COMPANY TRANSFER PRICING RULES. THESE TRANSACTIONS HAVE BEEN APPROVED AND DOCUMENTED AND CONDUCTED IN THE ORDINARY COURSE OF BUSINESS.
SCHEDULE R, PART VI	BMI IS REQUIRED TO CONSOLIDATE BROOKHAVEN SCIENCE ASSOCIATES, LLC, TRIAD NATIONAL SECURITY, LLC, AND UT-BATTELLE, LLC FOR FINANCIAL ACCOUNTING PURPOSES AND ACCORDINGLY, THEIR FINANCIAL ATTRIBUTES ARE REFLECTED IN THE REVENUES AND EXPENSES AND OTHER FINANCIAL INFORMATION IN THIS FORM AND RELATED SCHEDULES.
SCHEDULE R, PART V, LINE 1M AND 1N	BMI SHARES EMPLOYEES, FACILITIES, AND EQUIPMENT WITH BATTELLE EDUCATION.