BATTELLE MEMORIAL INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: BATTELLE MEMORIAL INSTITUTE (EIN 31-4379427)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-07
IRS object ID: 201942199349300224
Schema version: 2017v2.3
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 O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-07T07:02:23-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-10-01	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	2019-08-07	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	131.167.254.133	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-08-07	IPDt
IP Tm	07:02:19	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	009FC94BA3865021936524DF3021AFB7D83620F2	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$5,093,709,518	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	20892	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$71,075,507	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,021,423,284	PYContributionsGrantsAmt
CY Contributions Grants	$4,189,544,923	CYContributionsGrantsAmt
PY Program Service Revenue	$884,647,052	PYProgramServiceRevenueAmt
CY Program Service Revenue	$849,993,139	CYProgramServiceRevenueAmt
PY Investment Income	$31,391,496	PYInvestmentIncomeAmt
CY Investment Income	$38,374,853	CYInvestmentIncomeAmt
PY Other Revenue	$9,888,222	PYOtherRevenueAmt
CY Other Revenue	$9,966,272	CYOtherRevenueAmt
PY Total Revenue	$4,947,350,054	PYTotalRevenueAmt
CY Total Revenue	$5,087,879,187	CYTotalRevenueAmt
PY Grants And Similar Paid	$7,552,130	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,255,841	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,657,047,923	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,655,339,323	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,293,338,682	PYOtherExpensesAmt
CY Other Expenses	$2,385,078,249	CYOtherExpensesAmt
PY Total Expenses	$4,957,938,735	PYTotalExpensesAmt
CY Total Expenses	$5,047,673,413	CYTotalExpensesAmt
PY Revenues Less Expenses	-$10,588,681	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$40,205,774	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,050,938,764	TotalAssetsBOYAmt
Total Assets EOY	$1,094,142,717	TotalAssetsEOYAmt
Total Liabilities BOY	$631,686,654	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$558,330,135	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$419,252,110	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$535,812,582	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	$2,683,030,062	ExpenseAmt
Revenue	$363,161,565	RevenueAmt
Desc	BATTELLE MEMORIAL INSTITUTE ("BMI") AND ITS AFFILIATES OPERATE FIVE UNITED STATES DEPARTMENT OF ENERGY ("DOE") NATIONAL LABORATORIES: PACIFIC NORTHWEST NATIONAL LABORATORY; OAK RIDGE NATIONAL LABORATORY; IDAHO NATIONAL LABORATORY; BROOKHAVEN NATIONAL LABORATORY AND NATIONAL RENEWABLE ENERGY LABORATORY. BMI IS AN INTEGRATED SUBCONTRACTOR AT A SIXTH 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	$487,986,926	ExpenseAmt
Revenue	$415,951,209	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	$7,255,841	ExpenseAmt
Grant	$7,255,841	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 MEASURE 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	$3,178,272,829	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	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	3039	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	20892	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	GG	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	SA	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
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	0	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 (36 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	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN K WELCH
CHAIRMAN AND DIRECTOR	3.00	Yes (X)	$143,434	$0	$0
VICKY A BAILEY
DIRECTOR	3.00	Yes (X)	$116,448	$0	$0
FRANK L DOUGLAS
DIRECTOR TO 11/17	3.00	Yes (X)	$110,526	$0	$0
MICHAEL J GASSER
DIRECTOR	3.00	Yes (X)	$123,288	$0	$0
LESTER L LYLES
DIRECTOR	3.00	Yes (X)	$117,783	$0	$0
MICHAEL G MORRIS
DIRECTOR	3.00	Yes (X)	$108,762	$0	$0
SEAN C O'KEEFE
DIRECTOR	3.00	Yes (X)	$125,784	$0	$0
KIRKLAND H DONALD
DIRECTOR	3.00	Yes (X)	$115,653	$0	$0
SUZANNE M VAUTRINOT
DIRECTOR	3.00	Yes (X)	$123,267	$0	$0
STEPHANIE O'SULLIVAN
DIRECTOR FROM 02/18	3.00	Yes (X)	$0	$0	$0
LEWIS VON THAER
PRESIDENT & CEO FROM 10/17	39.00		$1,215,446	$0	$14,486	1.00	Yes (X)
DAVID C EVANS
EXECUTIVE VP,CFO TO 02/18	40.00		$1,380,784	$0	-$22,285		Yes (X)
EDWARD GRECCO
EXECUTIVE VP,CFO FROM 05/18	40.00		$0	$0	$0		Yes (X)
RONALD D TOWNSEND
EXECUTIVE VP, GLOBAL LAB OPS	40.00		$1,325,372	$0	$53,101		Yes (X)
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	40.00		$672,230	$0	$33		Yes (X)
MALESA LITTERAL
SR VP, CHIEF HR OFFICER	40.00		$484,187	$0	$55,123		Yes (X)
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	40.00		$507,292	$0	-$17,750		Yes (X)
STEPHEN E KELLY
SENIOR VP TO 12/17	40.00		$761,481	$0	$5,184		Yes (X)
STEVEN F ASHBY
SR VP, LAB DIRECTOR	40.00		$744,944	$0	$38,547		Yes (X)
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	40.00		$452,159	$1,882,188	$185,712		Yes (X)
MARK T PETERS
SR VP, LAB DIRECTOR	40.00		$802,764	$0	$62,802		Yes (X)
MATTHEW L VAUGHAN
SR VP, CONTRACT RESEARCH FROM 02/18	40.00		$341,953	$0	$1,800		Yes (X)
AIMEE KENNEDY
SR VP, PHILANTHROPY & EDUCATION	38.00		$360,687	$0	$10,243	2.00	Yes (X)
ROBERT J DILLON
VP FINANCE & ASST TREAS TO 12/17	40.00		$264,794	$0	$56,333		Yes (X)
MARIO WONG
ASST TREAS. & CONTROLLER FROM 01/18	40.00		$234,903	$0	$37,248		Yes (X)
BRIAN R SMITH
TREASURER	39.00		$223,493	$0	$33,114	1.00	Yes (X)
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	39.00		$285,033	$0	$50,563	1.00	Yes (X)
BRETT BOSLEY
ACTING CFO 7/17 TO 05/18	40.00		$476,918	$0	$30,081			Yes (X)
MIKE SCHLENDER
DEPUTY OF OPERATIONS	40.00		$464,582	$0	$37,762				Yes (X)
BOBI A GARRETT
DEPUTY PROGRAMS, PARTNERSHIPS	40.00		$473,318	$0	-$98,207				Yes (X)
JUAN ALVAREZ
DEPUTY LAB DIRECTOR	40.00		$475,518	$0	$25,722				Yes (X)
KELLY BEIERSCHMITT
DEPUTY LAB DIRECTOR	40.00		$505,400	$0	$17,855				Yes (X)
ZACHARY TUDOR
ASSOC. LAB DIRECTOR	40.00		$535,518	$0	$3,907				Yes (X)
SUBRA SURESH
DIRECTOR TO 08/17	3.00		$107,931	$0	$0					Yes (X)
JEFFREY WADSWORTH
PRESIDENT & CEO TO 09/17	39.00		$3,549,056	$0	-$91,644	1.00				Yes (X)
UZMA S BURKI
SR VP, CHIEF HR TO 01/16	40.00		$156,600	$0	$0					Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$17,887,308	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,882,188	TotReportableCompRltdOrgAmt
Total Other Compensation	$489,730	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	34	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
SECURUS CAPITAL LLC
211 N UNION STREET	ALEXANDRIA	VA	22314	EQUIPMENT LEASING	$17,645,102
YOH SERVICES LLC
1500 SPRING GARDEN ST	PHILADELPHIA	PA	19130	SCIENTIFIC & TECHNICAL SERVICES	$16,062,197
NATIONAL SECURITY TECHNOLOGIES
PO BOX 98521	LAS VEGAS	NV	891938521	SCIENTIFIC & TECHNICAL SERVICES	$15,447,676
CADRE5 LLC
320 CORPORATE DRIVE	KNOXVILLE	TN	379234610	SCIENTIFIC & TECHNICAL SERVICES	$7,217,201
HOLMAN'S USA LLC
6201 JEFFERSON ST NE	ALBUQUERQUE	NM	871093431	SCIENTIFIC & TECHNICAL SERVICES	$7,069,114

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$4,172,018,289	GovernmentGrantsAmt
All Other Contributions	$17,526,634	AllOtherContributionsAmt
Total Contributions	$4,189,544,923	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GOVERNMENT CONTRACTS	541700	$676,318,741	$676,318,741
SCIENTIFIC RESEARCH	541700	$173,674,398	$102,794,033	$70,880,365

Field	Value	IRS element (for citing)
Total Program Service Revenue	$849,993,139	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,215,344	TotalRevenueColumnAmt
Unrelated Business Revenue	$195,142	UnrelatedBusinessRevenueAmt
Exclusion	$8,020,202	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,520,724	TotalRevenueColumnAmt
Exclusion	$9,520,724	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$641,753	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$500,606	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$141,147	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$141,147	TotalRevenueColumnAmt
Exclusion	$141,147	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$25,937,663	SecuritiesAmt
Other	$9,551,571	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,767,477	SecuritiesAmt
Other	$3,562,248	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$24,170,186	SecuritiesAmt
Other	$5,989,323	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$30,159,509	TotalRevenueColumnAmt
Exclusion	$30,159,509	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
OPERATING REVENUE	541700	$159,176	$159,176
MISCELLANEOUS REVENUE	541700	$145,225	$145,225

Field	Value	IRS element (for citing)
Other Revenue Total	$304,401	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,087,879,187	TotalRevenueColumnAmt
Related Or Exempt Func Income	$779,112,774	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$71,075,507	UnrelatedBusinessRevenueAmt
Exclusion	$48,145,983	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	$7,255,841	TotalAmt
Program Services	$7,255,841	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$17,019,309	TotalAmt
Management And General	$17,019,309	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,898,833,081	TotalAmt
Program Services	$1,204,993,039	ProgramServicesAmt
Management And General	$693,840,042	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$147,126,538	TotalAmt
Program Services	$92,362,770	ProgramServicesAmt
Management And General	$54,763,768	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$446,386,840	TotalAmt
Program Services	$284,250,826	ProgramServicesAmt
Management And General	$162,136,014	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$145,973,555	TotalAmt
Program Services	$92,619,734	ProgramServicesAmt
Management And General	$53,353,821	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,946,916	TotalAmt
Program Services	$1,946,916	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,441,891	TotalAmt
Management And General	$8,441,891	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,884,970	TotalAmt
Management And General	$2,884,970	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,071,030	TotalAmt
Program Services	$1,071,030	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,112,979	TotalAmt
Management And General	$1,112,979	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,431,842,442	TotalAmt
Program Services	$907,739,945	ProgramServicesAmt
Management And General	$524,102,497	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,042,503	TotalAmt
Program Services	$3,042,503	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,019,338	TotalAmt
Program Services	$538,400	ProgramServicesAmt
Management And General	$9,480,938	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$65,337,203	TotalAmt
Program Services	$40,098,095	ProgramServicesAmt
Management And General	$25,239,108	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$161,797,302	TotalAmt
Program Services	$103,150,472	ProgramServicesAmt
Management And General	$58,646,830	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$93,457,853	TotalAmt
Program Services	$58,230,326	ProgramServicesAmt
Management And General	$35,227,527	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,010,458	TotalAmt
Program Services	$1,939,499	ProgramServicesAmt
Management And General	$1,070,959	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,638,927	TotalAmt
Program Services	$4,074,037	ProgramServicesAmt
Management And General	$2,564,890	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,881,549	TotalAmt
Program Services	$16,065,223	ProgramServicesAmt
Management And General	$10,816,326	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,799,535	TotalAmt
Management And General	$4,799,535	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PURCHASES	$439,252,121	$278,473,122	$160,778,999
RENTAL & MAINTENANCE	$90,088,004	$58,734,408	$31,353,596
RESEARCH AND DEVELOPMEN	$9,730,511	$9,730,511
NON-INCOME TAX EXPENSE	$6,786,070	$3,934,723	$2,851,347

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,936,647	TotalAmt
Program Services	$8,021,409	ProgramServicesAmt
Management And General	$8,915,238	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,047,673,413	TotalAmt
Program Services	$3,178,272,829	ProgramServicesAmt
Management And General	$1,869,400,584	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$39,941,033	BOYAmt
EOY	$51,874,742	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$75,857,012	BOYAmt
EOY	$81,977,427	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$247,455,986	BOYAmt
EOY	$224,237,798	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$8,454,100	BOYAmt
EOY	$4,752,180	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$24,567,972	BOYAmt
EOY	$69,489,351	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$598,556,422	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$391,951,191	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$227,908,500	BOYAmt
EOY	$206,605,231	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$306,476,251	BOYAmt
EOY	$311,276,282	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$77,092,823	BOYAmt
EOY	$76,811,785	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$43,185,087	BOYAmt
EOY	$67,117,921	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,050,938,764	BOYAmt
EOY	$1,094,142,717	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$134,625,020	BOYAmt
EOY	$157,789,249	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$21,717,337	BOYAmt
EOY	$27,116,980	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$202,500,000	BOYAmt
EOY	$155,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$272,844,297	BOYAmt
EOY	$218,423,906	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$631,686,654	BOYAmt
EOY	$558,330,135	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	$419,252,110	BOYAmt
EOY	$535,812,582	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$419,252,110	BOYAmt
EOY	$535,812,582	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,050,938,764	BOYAmt
EOY	$1,094,142,717	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$40,205,774	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$76,354,698	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	$4,036,275,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,989,960,217	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,051,515,397	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,021,423,284	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,189,544,923	CurrentTaxYearAmt
Total	$20,288,719,545	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,036,275,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,989,960,217	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,051,515,397	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,021,423,284	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,189,544,923	CurrentTaxYearAmt
Total	$20,288,719,545	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$20,288,719,545	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,696,880	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,103,324	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,826,722	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,433,343	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,682,222	CurrentTaxYearAmt
Total	$86,742,491	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$894,717	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,784	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,133,898	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,624,143	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,657,994	CurrentTaxYearAmt
Total	$11,337,536	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$20,386,799,572	TotalSupportAmt
Gross Receipts Rltd Activities	$3,566,988,668	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99520	PublicSupportCY170Pct
Public Support PY170	0.99550	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	$1,030,943	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$40,087	OtherActivitiesAmt
Total Lobbying Expenditures	$1,071,030	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 THIRTY-FOUR 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 $414,280 AND EXTERNAL LOBBYING EXPENSES TOTALED $616,663 FOR A TOTAL OF $1,030,943. 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 THE TREASURY (INTERNAL REVENUE SERVICE), 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), 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	$10,179,244	InvestmentCostOrOtherBasisAmt
Book Value	$10,179,244	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$339,593,156	InvestmentCostOrOtherBasisAmt
Depreciation	$249,672,914	DepreciationAmt
Book Value	$89,920,242	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$223,753,841	InvestmentCostOrOtherBasisAmt
Depreciation	$142,278,277	DepreciationAmt
Book Value	$81,475,564	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$25,030,181	InvestmentCostOrOtherBasisAmt
Book Value	$25,030,181	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$206,605,231	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$66,244,607	BookValueAmt
Method Valuation	C	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	RABBI TRUSTS	Desc
Book Value	$10,567,178	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$76,811,785	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$6,404,371
GOODWILL	$24,856,143
PREPAID PENSION COSTS	$35,857,407

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$67,117,921	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
LONG TERM BENEFIT RELATED LIABILITIES	$12,943,831
OTHER LONG TERM LIABILITIES	$4,242,930
LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS	$201,237,145

Field	Value	IRS element (for citing)
Total Liability	$218,423,906	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
EUROPE	INVESTMENTS	$34,117,746
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$99,725,316
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	$532,268	1	2	SCIENTIFIC RESEARCH/SERVICES
EUROPE	PROGRAM SERVICES	$7,018,702	3	19	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT
RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,	PROGRAM SERVICES	$1,055,282	2	4	SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT

Field	Value	IRS element (for citing)
Subtotal Offices	6	SubtotalOfficesCnt
Subtotal Employees	25	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	6	TotalOfficeCnt
Total Employee	25	TotalEmployeeCnt
Subtotal Spent	$142,449,314	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$142,449,314	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 (76 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt
CAMERATA MUSICA
2444 HARRIS AVENUE	RICHLAND	WA	99352	237100858	501(C)(3)	$25,000	FMV	GRAND PIANO	GENERAL OPERATING SUPPORT
AMERICAN CANCER SOCIETY
5555 FRANTZ ROAD	BOISE	ID	83705	131788491	501(C)(3)				GENERAL OPERATING SUPPORT	$9,453
AMERICAN FALLS SCHOOL DISTRICT
827 FORT HALL AVENUE	AMERICAN FALLS	ID	83211	826000865	170(C)(1)				GENERAL OPERATING SUPPORT	$9,883
AMERICAN HEART ASSOCIATION
5455 N HIGH STREET	COLUMBUS	OH	43214	135613797	501(C)(3)				GENERAL OPERATING SUPPORT	$7,530
AMERICAN NATIONAL RED CROSS
995 E BROAD STREET	COLUMBUS	OH	43205	530196605	501(C)(3)				GENERAL OPERATING SUPPORT	$12,740
ART MUSEUM OF EASTERN IDAHO
300 S CAPITAL AVENUE	IDAHO FALLS	ID	83402	481273754	501(C)(3)				GENERAL OPERATING SUPPORT	$5,500
AUBURN UNIVERSITY FOUNDATION
317 S COLLEGE STREET	AUBURN	AL	36849	636022422	501(C)(3)				GENERAL OPERATING SUPPORT	$8,500
BALLET METROPOLITAN
322 MOUNT VERNON AVENUE	COLUMBUS	OH	43215	310858562	501(C)(3)				GENERAL OPERATING SUPPORT	$8,871
BOISE STATE UNIVERSITY FOUNDATION
1910 UNIVERSITY DRIVE	BOISE	ID	83725	826010706	501(C)(3)				GENERAL OPERATING SUPPORT	$5,200
CATHOLIC RELIEF SERVICES
209 W FAYETTE STREET	BALTIMORE	MD	21201	135563422	501(C)(3)				GENERAL OPERATING SUPPORT	$10,012
CHARITY WATER
40 WORTH STREET	NEW YORK	NY	10013	223936753	501(C)(3)				GENERAL OPERATING SUPPORT	$5,470
CHILDREN'S HUNGER ALLIANCE
1105 SCHROCK ROAD	COLUMBUS	OH	43229	237303509	501(C)(3)				GENERAL OPERATING SUPPORT	$5,202
RESOURCE CONSERVATION & DEVELOPMENT COUNCIL
220 E FIFTH STREET	MOSCOW	ID	83843	943112966	501(C)(3)				GENERAL OPERATING SUPPORT	$6,050
COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS
55 E STATE STREET	COLUMBUS	OH	43215	310749884	501(C)(3)				GENERAL OPERATING SUPPORT	$9,460
COLUMBUS COUNCIL ON WORLD AFFAIRS
51 JEFFERSON AVENUE	COLUMBUS	OH	43215	510180760	501(C)(3)				GENERAL OPERATING SUPPORT	$5,145
COLUMBUS FOUNDATION
1234 E BROAD STREET	COLUMBUS	OH	43205	316044264	501(C)(3)				GENERAL OPERATING SUPPORT	$4,978,840
COLUMBUS METROPOLITAN CLUB
100 E BROAD STREET	COLUMBUS	OH	43215	310889324	501(C)(3)				GENERAL OPERATING SUPPORT	$8,875
COLUMBUS METROPOLITAN LIBRARY FOUNDATION
96 S GRANT AVE	COLUMBUS	OH	43215	311692755	501(C)(3)				GENERAL OPERATING SUPPORT	$52,000
COLUMBUS MUSEUM OF ART
480 E BROAD STREET	COLUMBUS	OH	43215	314379447	501(C)(3)				GENERAL OPERATING SUPPORT	$30,545
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE STREET	COLUMBUS	OH	43215	316402408	501(C)(3)				GENERAL OPERATING SUPPORT	$9,360
COLUMBUS ZOOLOGICAL PARK ASSOCIATION
9990 RIVERSIDE DRIVE	POWELL	OH	43065	314390844	501(C)(3)				GENERAL OPERATING SUPPORT	$22,786
COMMUNITY SHELTER BOARD
111 LIBERTY STREET	COLUMBUS	OH	43215	311181284	501(C)(3)				GENERAL OPERATING SUPPORT	$79,750
CUSTER COUNTY ECONOMIC DEVELOPMENT ASSOCIATION
411 CLINIC ROAD	CHALLIS	ID	83226	820536118	501(C)(3)				GENERAL OPERATING SUPPORT	$14,415
DRAKE UNIVERSITY
2507 UNIVERSITY AVENUE	DES MOINES	IA	50311	420680460	501(C)(3)				GENERAL OPERATING SUPPORT	$6,720
FAITH MISSION
500 W WILSON BRIDGE ROAD	WORTHINGTON	OH	43085	310809759	501(C)(3)				GENERAL OPERATING SUPPORT	$5,254
FIRST COMMUNITY FOUNDATION
1320 CAMBRIDGE BLVD	COLUMBUS	OH	43212	316027662	501(C)(3)				GENERAL OPERATING SUPPORT	$8,260
TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION
1010 N PEACH TREE DRIVE	COOKVILLE	TN	38501	591777911	501(C)(3)				GENERAL OPERATING SUPPORT	$5,000
FOR INSPIRATION AND RECOGNITION OF SCIENCE & TECHNOLOGY
1020 COMMERCE PARK DRIVE	OAK RIDGE	TN	37830	264400392	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
FREDERICK COUNTY PUBLIC SCHOOLS
191 S EAST STREET	FREDERICK	MD	21701	526000941	170(C)(1)				GENERAL OPERATING SUPPORT	$50,000
FRIENDS OF THE CONSERVATORY
1777 E BROAD STREET	COLUMBUS	OH	43203	311657027	501(C)(3)				GENERAL OPERATING SUPPORT	$8,175
BOY SCOUTS OF AMERICA TRUST
373 CAMP BUCK TOMS ROAD	ROCKWOOD	TN	37854	620476811	501(C)(3)				GENERAL OPERATING SUPPORT	$5,280
BONNEVILLE JOINT DISTRICT
2800 OWEN STREET	IDAHO FALLS	ID	83406	826001206	170(C)(1)				GENERAL OPERATING SUPPORT	$6,008
HILLIARD BASEBALL ASSOCIATION
PO BOX 202	HILLIARD	OH	43026	311022221	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
HORIZON COMMUNITY ENGAGEMENT CORPORATION
48 E NORTH BROADWAY	COLUMBUS	OH	43214	263052918	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
91 EDUCATION FOUNDATION INC
690 JOHN ADAMS PARKWAY	IDAHO FALLS	ID	83401	820456533	501(C)(3)				GENERAL OPERATING SUPPORT	$12,500
IDAHO FALLS SYMPHONY SOCIETY
440 N CAPITAL AVENUE	IDAHO FALLS	ID	83402	826007411	501(C)(3)				GENERAL OPERATING SUPPORT	$7,500
IDAHO GOVERNOR'S CUP SCHOLARSHIPS FUND
PO BOX 983	BOISE	ID	83701	208277116	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
IDAHO STEM ACTION CENTER FOUNDATION
802 W BANNOCK STREET	BOISE	ID	83702	822903945	501(C)(3)				GENERAL OPERATING SUPPORT	$223,109
INDIAN INSTITUTE OF TECHNOLOGY KANPUR FOUNDATION
3838 MUMFORD PLACE	PALO ALTO	CA	94306	943370645	501(C)(3)				GENERAL OPERATING SUPPORT	$8,500
INTERNATIONAL JUSTICE MISSION
1235 S CLARK STREET	ARLINGTON	VA	22202	541722887	501(C)(3)				GENERAL OPERATING SUPPORT	$5,600
KIPP COLUMBUS
2980 INSPIRE DRIVE	COLUMBUS	OH	43224	208627107	501(C)(3)				GENERAL OPERATING SUPPORT	$36,100
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE	RYE BROOK	NY	10573	135644916	501(C)(3)				GENERAL OPERATING SUPPORT	$5,568
LIFECARE ALLIANCE
1699 WEST MOUND STREET	COLUMBUS	OH	43223	314379494	501(C)(3)				GENERAL OPERATING SUPPORT	$5,641
LITTLE SISTERS OF THE POOR OF BALTIMORE
601 MAIDEN CHOICE LANE	BALTIMORE	MD	21228	520715244	501(C)(3)				GENERAL OPERATING SUPPORT	$8,200
LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO
500 W WILSON BRIDGE ROAD	WORTHINGTON	OH	43085	314412586	501(C)(3)				GENERAL OPERATING SUPPORT	$7,777
METRO EARLY COLLEGE HIGH SCHOOL
1929 KENNY ROAD	COLUMBUS	OH	43210	900838465	501(C)(3)				GENERAL OPERATING SUPPORT	$29,130
MID-OHIO FOOD BANK
3960 BROOKHAVEN DRIVE	GROVE CITY	OH	43123	310865343	501(C)(3)				GENERAL OPERATING SUPPORT	$38,537
MLK JR BREAKFAST COMMITTEE
PO BOX 83134	COLUMBUS	OH	43203	311225276	501(C)(3)				GENERAL OPERATING SUPPORT	$6,500
MUSEUM OF IDAHO
200 N EASTERN AVENUE	IDAHO FALLS	ID	83402	820363177	501(C)(3)				GENERAL OPERATING SUPPORT	$22,000
NATURAL HERITAGE TRUST
625 BROADWAY	ALBANY	NY	12207	161019635	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
OAK RIDGE PUBLIC SCHOOLS EDUCATIONAL FUND
1450 OAK RIDGE TPKE	OAK RIDGE	TN	37831	621809810	170(C)(1)				GENERAL OPERATING SUPPORT	$22,450
OHIO STATE UNIVERSITY FOUNDATION
1480 W LANE AVENUE	COLUMBUS	OH	43221	311145986	501(C)(3)				GENERAL OPERATING SUPPORT	$61,961
OTTERBEIN UNIVERSITY
1 S GROVE STREET	WESTERVILLE	OH	43081	314379532	501(C)(3)				GENERAL OPERATING SUPPORT	$5,615
PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND
2583 GATEWAY DRIVE	STATE COLLEGE	PA	16801	274628784	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
REDI FOUNDATION INC
901 PIER VIEW DRIVE	IDAHO FALLS	ID	83402	820460529	501(C)(3)				GENERAL OPERATING SUPPORT	$25,000
REGION IV DEVELOPMENT ASSOCIATION
315 FALLS AVENUE	TWIN FALLS	ID	83301	820311062	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
ROANE STATE COMMUNITY COLLEGE FOUNDATION
276 PATTON LANE	HARRIMAN	TN	37748	581413034	501(C)(3)				GENERAL OPERATING SUPPORT	$36,000
OAK RIDGE CITY SCHOOL DISTRICT
245 ROBERTSVILLE ROAD	OAK RIDGE	TN	37830	626014956	170(C)(1)				GENERAL OPERATING SUPPORT	$15,805
SCHOLARSHIP AMERICA
7900 INTERNATIONAL DRIVE	ST PETER	MN	56082	042296967	501(C)(3)				GENERAL OPERATING SUPPORT	$25,000
SECOND CHANCE SHELTER
130 COUNTY ROAD 398	BOAZ	AL	35957	262717351	501(C)(3)				GENERAL OPERATING SUPPORT	$10,000
SHOSHONE-BANNOCK TRIBES
85 W AGENCY ROAD	FORT HALL	ID	83203	820197554	501(C)(3)				GENERAL OPERATING SUPPORT	$24,000
SKYLINE HIGH SCHOOL
1767 BLUE SKY DRIVE	IDAHO FALLS	ID	83402	826001158	170(C)(1)				GENERAL OPERATING SUPPORT	$20,000
BROOKHAVEN WOMEN'S & YOUTH SERVICES
1 INDEPENDENCE HILL	FARMINGVILLE	NY	11738	112822637	501(C)(3)				GENERAL OPERATING SUPPORT	$5,420
TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
3033 WILSON BLVD	ARLINGTON	VA	22201	920152268	501(C)(3)				GENERAL OPERATING SUPPORT	$9,895
TULANE UNIVERSITY
6329 FRERET STREET	NEW ORLEANS	LA	70161	720423889	501(C)(3)				GENERAL OPERATING SUPPORT	$9,850
UNITED STATES COAST GUARD ACADEMY ALUMNI ASSOCIATION
47 MOHEGAN AVENUE	NEW LONDON	CT	06320	061354978	501(C)(3)				GENERAL OPERATING SUPPORT	$10,250
UNITED WAY OF GREATER KNOXVILLE
1301 HANNAH AVENUE	KNOXVILLE	TN	37921	621818021	501(C)(3)				GENERAL OPERATING SUPPORT	$100,000
UNITED WAY OF CENTRAL OHIO
360 S 3RD STREET	COLUMBUS	OH	43215	314393712	501(C)(3)				GENERAL OPERATING SUPPORT	$9,257
UNITED WAY OF IDAHO FALLS & BONNEVILLE COUNTY
151 NORTH RIDGE AVENUE	IDAHO FALLS	ID	83402	820233588	501(C)(3)				GENERAL OPERATING SUPPORT	$51,578
UNITED WAY OF LONG ISLAND
819 GRAND BLVD	DEER PARK	NY	11729	116042392	501(C)(3)				GENERAL OPERATING SUPPORT	$13,000
UNITED WAY OF SOUTHEASTERN IDAHO
2755 E 5TH AVENUE	POCATELLO	ID	83204	820209625	501(C)(3)				GENERAL OPERATING SUPPORT	$10,705
UNITED WAY OF THE BLUEGRASS
100 MIDLAND AVE	LEXINGTON	TX	40508	610444679	501(C)(3)				GENERAL OPERATING SUPPORT	$9,250
UNIVERSITY OF IDAHO FOUNDATION
875 PERIMETER DRIVE	MOSCOW	ID	83844	237098404	501(C)(3)				GENERAL OPERATING SUPPORT	$18,900
UNIVERSITY OF TENNESSEE
800 ANDY HOLT TOWER	KNOXVILLE	TN	37996	626001636	170(C)(1)				GENERAL OPERATING SUPPORT	$20,000
WYCLIFFE BIBLE TRANSLATORS
11221 JOHN WYCLIFF BLVD	ORLANDO	FL	32862	951831097	501(C)(3)				GENERAL OPERATING SUPPORT	$12,000
YOUNG MENS CHRISTIAN ASSOCIATION OF IDAHO FALLS
155 NORTH CORNER	IDAHO FALLS	ID	83402	820222174	501(C)(3)				GENERAL OPERATING SUPPORT	$6,500

Field	Value	IRS element (for citing)
Total501c3 Org	76	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, 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	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 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 FROM 10/17	$386,689	$0	$750,000	$0	$78,757	$0	$5,625	$0	$8,861	$0	$1,229,932	$0	$0	$0
DAVID C EVANS
EXECUTIVE VP,CFO TO 02/18	$440,617	$0	$551,272	$0	$388,895	$0	-$47,114	$0	$24,829	$0	$1,358,499	$0	$0	$0
RONALD D TOWNSEND
EXECUTIVE VP, GLOBAL LAB OPS	$620,627	$0	$551,272	$0	$153,473	$0	$50,005	$0	$3,096	$0	$1,378,473	$0	$0	$0
RUSSELL P AUSTIN
SR VP, GEN COUNSEL & SECRETARY	$408,742	$0	$260,153	$0	$3,335	$0	-$17,843	$0	$17,876	$0	$672,263	$0	$0	$0
MALESA LITTERAL
SR VP, CHIEF HR OFFICER	$291,434	$0	$191,235	$0	$1,518	$0	$25,364	$0	$29,759	$0	$539,310	$0	$0	$0
PATRICK F JARVIS
SR VP, MARKETING & COMMUNICATIONS	$306,214	$0	$199,554	$0	$1,524	$0	-$47,583	$0	$29,833	$0	$489,542	$0	$0	$0
STEPHEN E KELLY
SENIOR VP TO 12/17	$421,263	$0	$336,720	$0	$3,498	$0	-$15,324	$0	$20,508	$0	$766,665	$0	$0	$0
STEVEN F ASHBY
SR VP, LAB DIRECTOR	$414,920	$0	$232,367	$0	$97,657	$0	$13,367	$0	$25,180	$0	$783,491	$0	$0	$0
THOMAS E MASON
SENIOR VP 07/17 TO 11/17	$259,626	$248,283	$152,868	$159,214	$39,665	$1,474,691	$10,800	$136,464	$23,798	$14,650	$486,757	$2,033,302	$0	$0
MARK T PETERS
SR VP, LAB DIRECTOR	$435,637	$0	$235,413	$0	$131,714	$0	$30,291	$0	$32,511	$0	$865,566	$0	$0	$0
MATTHEW L VAUGHAN
SR VP, CONTRACT RESEARCH FROM 02/18	$38,470	$0	$300,000	$0	$3,483	$0	$1,800	$0	$0	$0	$343,753	$0	$0	$0
AIMEE KENNEDY
SR VP, PHILANTHROPY & EDUCATION	$251,183	$0	$108,680	$0	$824	$0	-$6,652	$0	$16,895	$0	$370,930	$0	$0	$0
ROBERT J DILLON
VP FINANCE & ASST TREAS TO 12/17	$223,826	$0	$36,327	$0	$4,641	$0	$37,832	$0	$18,501	$0	$321,127	$0	$0	$0
MARIO WONG
ASST TREAS. & CONTROLLER FROM 01/18	$202,358	$0	$32,082	$0	$463	$0	$16,076	$0	$21,172	$0	$272,151	$0	$0	$0
BRIAN R SMITH
TREASURER	$183,750	$0	$39,454	$0	$289	$0	$9,354	$0	$23,760	$0	$256,607	$0	$0	$0
THOMAS E SHARPE
ASST TREASURER & ASST SECRETARY	$232,970	$0	$51,158	$0	$905	$0	$23,091	$0	$27,472	$0	$335,596	$0	$0	$0
BRETT BOSLEY
ACTING CFO 7/17 TO 05/18	$342,726	$0	$132,745	$0	$1,447	$0	$12,685	$0	$17,396	$0	$506,999	$0	$0	$0
MIKE SCHLENDER
DEPUTY OF OPERATIONS	$282,299	$0	$94,007	$0	$88,276	$0	$22,994	$0	$14,768	$0	$502,344	$0	$0	$0
BOBI A GARRETT
DEPUTY PROGRAMS, PARTNERSHIPS	$333,150	$0	$136,533	$0	$3,635	$0	-$115,552	$0	$17,345	$0	$375,111	$0	$0	$0
JUAN ALVAREZ
DEPUTY LAB DIRECTOR	$312,930	$0	$160,028	$0	$2,560	$0	$5,569	$0	$20,153	$0	$501,240	$0	$0	$0
KELLY BEIERSCHMITT
DEPUTY LAB DIRECTOR	$334,937	$0	$168,510	$0	$1,953	$0	-$11,944	$0	$29,799	$0	$523,255	$0	$0	$0
ZACHARY TUDOR
ASSOC. LAB DIRECTOR	$306,703	$0	$101,970	$0	$126,845	$0	$0	$0	$3,907	$0	$539,425	$0	$0	$0
SUBRA SURESH
DIRECTOR TO 08/17	$107,931	$0	$0	$0	$0	$0	$0	$0	$0	$0	$107,931	$0	$0	$0
JEFFREY WADSWORTH
PRESIDENT & CEO TO 09/17	$1,157,192	$0	$1,517,452	$0	$874,412	$0	-$113,282	$0	$21,638	$0	$3,457,412	$0	$0	$0
UZMA S BURKI
SR VP, CHIEF HR TO 01/16	$0	$0	$156,600	$0	$0	$0	$0	$0	$0	$0	$156,600	$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 DIRECTOR'S AND OFFICER'S TRAVEL AND ENTERTAINMENT EXPENSES. EXPENSES ASSOCIATED WITH ALL COMPANION TRAVEL NOT MADE FOR A BONA FIDE BUSINESS PURPOSE WERE TREATED AS TAXABLE COMPENSATION TO THE RECEIPIENT. ANY TRAVEL NOT DEEMED AS NON-TAXABLE IS REPORTABLE AS TAXABLE COMPENSATION IN THE W-2. FOR 2017 THREE CURRENT OFFICERS HAD REPORTABLE TRAVEL LISTED IN THE W-2 WITH A GROSS UP FOR TAXES. BMI PROVIDES A TAX GROSS-UP FOR FOREIGN TAXES, FOREIGN ALLOWANCES, RELOCATION COSTS, AND OTHER MISCELLANEOUS ITEMS. FOR 2017 ONE EMPLOYEE, TWELVE 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 2017 THERE WAS ONE CURRENT OFFICER WITH SOCIAL CLUB DUES.
PART I, LINE 4B	NO SEVERANCE PAYMENTS WERE MADE TO ANY INDIVIDUAL LISTED ON FORM 990, PART VII. 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 2017, FOUR OFFICERS WERE REPORTED WITH VESTED/TAXABLE COMPENSATION IN COLUMN D OF PART VII AS APPLICABLE. ROBERT DILLION $1,470 DAVE EVANS $251,760 RON TOWNSEND $144,642 JEFF WADSWORTH $350,172
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 - HIRING BONUS MATTHEW VAUGHAN - 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 AND/OR QUALIFIED MOVING EXPENSE REIMBURSEMENTS INCURRED BEFORE JAN. 1, 2018 EXCLUDED FROM INCOME UNDER INTERNAL REVENUE CODE SECTIONS 132(A)(3),132(A)(4),AND 132(A)(6) 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, AND QUALIFIED MOVING EXPENSE REIMBURSEMENTS. 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 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 907,739,945. MANAGEMENT AND GENERAL EXPENSES 524,102,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,431,842,442.
FORM 990, PART XI, LINE 9:	MARKET VALUE ADJUSTMENT ON MARKETABLE SECURITIES 11,495,974. CURRENCY TRANSLATION ADJUSTMENT -139,184. TRANSFERS 467,702. PENSION AND POST RETIREMENT BENEFITS 64,475,393. NONCONTROLLING INTEREST 54,813.
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 SCHEDULE FOR THE UNRELATED BUSINESS REVENUE TO FORM 990T, PART I, LINE 13, COLUMN A FORM 990 UNRELATED BUSINESS REVENUE 71,075,507 DEDUCT INCOME TAX BASIS PARTNERSHIP LOSS 30,928 DEDUCT THE COSTS OF GOODS SOLD 63,958,573 ADD PARKING FRINGE BENEFIT 610,346 EQUALS TOTAL ON FORM 990T PART I, LINE 13, COLUMN A 7,696,352

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	$37,598,374	$10,826,607	BATTELLE MEMORIAL INSTITUTE
BATTELLE ENERGY ALLIANCE LLC
2525 N FREMONT AVE	IDAHO FALLS	ID	83415	680588324	MANAGEMENT OF NATIONAL LABORATORY	DE	$1,089,178,058	$7,161,120	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		$6,685,813	$7,798,934	SEEBYTE HOLDINGS LTD	ORCHARD BRAE HOUSE 30 QUEENSFERRY R	EDINBURGH	UK	UK
SEEBYTE HOLDINGS LTD
				981140866	HOLDING COMPANY		$0	$19,828,891	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 (13 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	Share Of 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 INSTITUTE EV
FRANKFURT AM MAIN	FRANKFURT	GM		SCIENTIFIC RESEARCH (DORMANT)	GM	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	$391,212	$364,204
BATTELLE SERVICES COMPANY INC
				EMPLOYEE LEASING		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	311792334	OH	$317,870	$282,162
BATTELLE UK LIMITED
29 SPRINGFIELD LYONS APPROACH	CHELSFORD ESSEX	UK	CM2 5LB	SCIENTIFIC RESEARCH	UK	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)							$12,765,077	$16,521,935
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	$12,044	$480,072
SCIENTIFIC ADVANCES INC
				VENTURE CAPITAL MANAGEMENT		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	316024333	OH	$914	$107,252
SEEBYTE INC
				SOFTWARE DEVELOPMENT		SEEBYTE LIMITED	C	1.00000	Yes (1)	2240 SHELTER ISLAND DRIVE SUITE 210	SAN DIEGO	CA	92106	980563142	DE	$1,361,765	$749,841
VITEX SYSTEMS INC
				LICENSING COMPANY		BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)	505 KING AVENUE	COLUMBUS	OH	43201	770526364	DE	$776,013	$49,295
RESEARCH INSURANCE COMPANY LTD
73 FRONT STREET 3RD FLOOR	HAMILTON	BD		INSURING BATTELLE RISKS	BD	BATTELLE MEMORIAL INSTITUTE	C	1.00000	Yes (1)							$993,036	$101,116,883

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 (10 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BATTELLE OKLAHOMA LLC - SPECIFIED PAYMENT
A	$3,381	FMV
BATTELLE SERVICES COMPANY - SPECIFIED PAYMENT
A	$18,925	FMV
BATTELLE UK LIMITED
A	$80,587	FMV
GEOSAFE CORPORATION - SPECIFIED PAYMENT
A	$172,836	FMV
BATTELLE OKLAHOMA LLC
D	$56,500	FMV
BATTELLE UK LIMITED
L	$266,538	FMV
SEEBYTE INC
L	$132,534	FMV
BATTELLE UK LIMITED
M	$464,388	FMV
SEEBYTE INC
M	$439,081	FMV
RICL
M	$2,055,396	FMV

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (4 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)	$2,301,030	$3,327,504	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)	$4,746,675	$3,959,526	0	$0	0	0.50000
NATIONAL DEFENSE ENERGY & ENVIRONMENTAL ALLIANCE LLC
6165 GUARDIAN GATEWAY	ABERDEEN	MD	21005	474206336	PROCURE AND PERFORM US GOVERNMENT PRIME CONTRACTS	MD	RELATED	Yes (1)	-$1,799	$0	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)	$999,954	$4,743,217	0	$0	0	0.44630

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 PROVISION OF CAPITAL AND 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.